BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,432 shares; 2025Q1: not reported; 2025Q2: 4,360 shares; 2025Q3: not reported; 2025Q4: 329 shares; 2026Q1: 5,039 shares 5,039 $344K <0.01% +4,710 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 10,325 shares; 2025Q1: 6,385 shares; 2025Q2: 8,244 shares; 2025Q3: 5,889 shares; 2025Q4: 5,891 shares; 2026Q1: 4,562 shares 4,562 $344K <0.01% -1,329 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,652 shares; 2024Q4: 51,735 shares; 2025Q1: 47,372 shares; 2025Q2: 39,024 shares; 2025Q3: 34,014 shares; 2025Q4: 30,870 shares; 2026Q1: 18,710 shares 18,710 $344K <0.01% -12,160 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: not reported; 2025Q1: 9,591 shares; 2025Q2: 9,545 shares; 2025Q3: 4,274 shares; 2025Q4: 5,136 shares; 2026Q1: 3,504 shares 3,504 $344K <0.01% -1,632 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,098 shares; 2025Q1: 10,658 shares; 2025Q2: 3,938 shares; 2025Q3: 5,593 shares; 2025Q4: 5,545 shares; 2026Q1: 8,147 shares 8,147 $343K <0.01% +2,602 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 10,066 shares; 2025Q1: 10,132 shares; 2025Q2: 10,204 shares; 2025Q3: 10,281 shares; 2025Q4: 10,357 shares; 2026Q1: 10,424 shares 10,424 $343K <0.01% +67 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,634 shares; 2024Q4: 70,868 shares; 2025Q1: 61,274 shares; 2025Q2: 67,933 shares; 2025Q3: 73,406 shares; 2025Q4: 67,821 shares; 2026Q1: 70,273 shares 70,273 $342K <0.01% +2,452 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 910 shares; 2026Q1: 7,061 shares 7,061 $342K <0.01% +6,151 Timeline DDFN 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: 17,245 shares; 2026Q1: 17,945 shares 17,945 $341K <0.01% +700 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,526 shares; 2026Q1: 1,188 shares 1,188 $341K <0.01% -338 Timeline YNOT HORIZON FDS More: the full row for HORIZON 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: 10,065 shares; 2026Q1: 12,815 shares 12,815 $340K <0.01% +2,750 Timeline PBMR 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: 6,120 shares; 2026Q1: 11,188 shares 11,188 $339K <0.01% +5,068 Timeline BBLU 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: 93,806 shares; 2025Q1: 92,088 shares; 2025Q2: 91,929 shares; 2025Q3: 241,914 shares; 2025Q4: 127,234 shares; 2026Q1: 22,842 shares 22,842 $337K <0.01% -104,392 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 9,471 shares; 2025Q4: 9,435 shares; 2026Q1: 9,521 shares 9,521 $336K <0.01% +86 Timeline EWG 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: 5,249 shares; 2025Q3: 5,321 shares; 2025Q4: 9,070 shares; 2026Q1: 8,475 shares 8,475 $336K <0.01% -595 Timeline XITK 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: 2,555 shares; 2025Q1: 2,570 shares; 2025Q2: 2,555 shares; 2025Q3: 2,468 shares; 2025Q4: 2,368 shares; 2026Q1: 2,292 shares 2,292 $336K <0.01% -76 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,572 shares; 2025Q1: 6,595 shares; 2025Q2: 6,865 shares; 2025Q3: 8,436 shares; 2025Q4: 11,125 shares; 2026Q1: 7,622 shares 7,622 $335K <0.01% -3,503 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,453 shares; 2024Q4: 22,294 shares; 2025Q1: 22,010 shares; 2025Q2: 22,959 shares; 2025Q3: 33,886 shares; 2025Q4: 22,349 shares; 2026Q1: 23,424 shares 23,424 $334K <0.01% +1,075 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 9,331 shares; 2025Q1: 9,634 shares; 2025Q2: 10,704 shares; 2025Q3: 10,354 shares; 2025Q4: 10,315 shares; 2026Q1: 5,804 shares 5,804 $334K <0.01% -4,511 Timeline ALTL 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: 14,279 shares; 2024Q4: 14,077 shares; 2025Q1: 10,263 shares; 2025Q2: 10,567 shares; 2025Q3: 9,165 shares; 2025Q4: 8,255 shares; 2026Q1: 7,618 shares 7,618 $334K <0.01% -637 Timeline OPPJ 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: 3,250 shares; 2025Q2: not reported; 2025Q3: 4,975 shares; 2025Q4: 4,773 shares; 2026Q1: 6,149 shares 6,149 $334K <0.01% +1,376 Timeline QTOC 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: 3,905 shares; 2026Q1: 10,070 shares 10,070 $334K <0.01% +6,165 Timeline ERTH 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: 7,190 shares; 2024Q4: 6,700 shares; 2025Q1: 5,223 shares; 2025Q2: 5,093 shares; 2025Q3: 5,003 shares; 2025Q4: 5,601 shares; 2026Q1: 7,031 shares 7,031 $333K <0.01% +1,430 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 8,821 shares; 2026Q1: 16,165 shares 16,165 $333K <0.01% +7,344 Timeline NACP 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: 1,698 shares; 2026Q1: 6,889 shares 6,889 $333K <0.01% +5,191 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,521 shares; 2025Q1: 5,442 shares; 2025Q2: 5,842 shares; 2025Q3: not reported; 2025Q4: 9,215 shares; 2026Q1: 8,888 shares 8,888 $333K <0.01% -327 Timeline IBHG 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: 4,176 shares; 2026Q1: 15,037 shares 15,037 $333K <0.01% +10,861 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 208,328 shares; 2025Q4: 38,229 shares; 2026Q1: 21,970 shares 21,970 $333K <0.01% -16,259 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,498 shares; 2025Q1: 2,566 shares; 2025Q2: 3,314 shares; 2025Q3: 1,198 shares; 2025Q4: 1,179 shares; 2026Q1: 1,303 shares 1,303 $332K <0.01% +124 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,344 shares; 2025Q4: 8,391 shares; 2026Q1: 9,615 shares 9,615 $332K <0.01% +1,224 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,925 shares; 2024Q4: 17,009 shares; 2025Q1: 19,446 shares; 2025Q2: 9,019 shares; 2025Q3: not reported; 2025Q4: 8,017 shares; 2026Q1: 13,740 shares 13,740 $331K <0.01% +5,723 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 3,716 shares; 2025Q1: 3,719 shares; 2025Q2: 18,711 shares; 2025Q3: 3,784 shares; 2025Q4: 2,703 shares; 2026Q1: 3,416 shares 3,416 $331K <0.01% +713 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,923 shares; 2025Q1: 14,760 shares; 2025Q2: 20,632 shares; 2025Q3: 22,231 shares; 2025Q4: 36,428 shares; 2026Q1: 39,978 shares 39,978 $330K <0.01% +3,550 Timeline ENFR 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: 7,231 shares; 2025Q2: 6,464 shares; 2025Q3: not reported; 2025Q4: 8,135 shares; 2026Q1: 8,639 shares 8,639 $330K <0.01% +504 Timeline PCY 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: 22,895 shares; 2024Q4: 19,554 shares; 2025Q1: 16,493 shares; 2025Q2: 13,444 shares; 2025Q3: 12,587 shares; 2025Q4: 12,583 shares; 2026Q1: 15,788 shares 15,788 $330K <0.01% +3,205 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,429 shares; 2024Q4: 40,064 shares; 2025Q1: 35,904 shares; 2025Q2: 44,445 shares; 2025Q3: 44,217 shares; 2025Q4: 46,511 shares; 2026Q1: 49,687 shares 49,687 $329K <0.01% +3,176 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,571 shares; 2025Q1: 8,721 shares; 2025Q2: 13,569 shares; 2025Q3: 11,449 shares; 2025Q4: 11,192 shares; 2026Q1: 11,378 shares 11,378 $329K <0.01% +186 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 11,229 shares; 2025Q1: 14,341 shares; 2025Q2: 20,382 shares; 2025Q3: 21,697 shares; 2025Q4: 21,132 shares; 2026Q1: 12,636 shares 12,636 $329K <0.01% -8,496 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,583 shares 6,583 $329K <0.01% new Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL 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: 4,437 shares; 2025Q4: 4,994 shares; 2026Q1: 5,399 shares 5,399 $329K <0.01% +405 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,479 shares; 2025Q2: 33,760 shares; 2025Q3: 49,199 shares; 2025Q4: 3,470 shares; 2026Q1: 40,920 shares 40,920 $329K <0.01% +37,450 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY 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: 11,717 shares; 2025Q4: 11,927 shares; 2026Q1: 10,820 shares 10,820 $328K <0.01% -1,107 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,197 shares; 2026Q1: 1,747 shares 1,747 $328K <0.01% +550 Timeline KSLV KURV ETF TR More: the full row for KURV 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: 9,417 shares 9,417 $328K <0.01% new Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 5,926 shares; 2025Q1: 5,140 shares; 2025Q2: 5,474 shares; 2025Q3: 5,127 shares; 2025Q4: 4,905 shares; 2026Q1: 5,239 shares 5,239 $328K <0.01% +334 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,972 shares; 2025Q4: 4,451 shares; 2026Q1: 4,372 shares 4,372 $328K <0.01% -79 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares; 2026Q1: 4,456 shares 4,456 $328K <0.01% +3,457 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 13,726 shares; 2025Q3: 17,691 shares; 2025Q4: 15,672 shares; 2026Q1: 6,680 shares 6,680 $328K <0.01% -8,992 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,526 shares; 2025Q4: 9,781 shares; 2026Q1: 9,455 shares 9,455 $327K <0.01% -326 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: not reported; 2025Q1: 4,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,459 shares; 2026Q1: 7,202 shares 7,202 $327K <0.01% +3,743 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,281 shares; 2025Q4: 30,066 shares; 2026Q1: 29,338 shares 29,338 $327K <0.01% -728 Timeline GRNB 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: 9,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,689 shares; 2025Q4: 14,463 shares; 2026Q1: 13,599 shares 13,599 $326K <0.01% -864 Timeline PBJN 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: 22,300 shares; 2025Q3: 22,300 shares; 2025Q4: 22,300 shares; 2026Q1: 10,900 shares 10,900 $326K <0.01% -11,400 Timeline AGZD 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: 9,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,055 shares; 2026Q1: 14,419 shares 14,419 $325K <0.01% +6,364 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,141 shares; 2025Q4: 12,262 shares; 2026Q1: 13,353 shares 13,353 $325K <0.01% +1,091 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 4,720 shares; 2025Q1: 5,058 shares; 2025Q2: 4,795 shares; 2025Q3: 4,919 shares; 2025Q4: 4,386 shares; 2026Q1: 4,520 shares 4,520 $324K <0.01% +134 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,268 shares; 2026Q1: 4,509 shares 4,509 $323K <0.01% +2,241 Timeline SELF GLOBAL SELF STORAGE INC More: the full row for GLOBAL SELF STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,118 shares; 2025Q1: 11,579 shares; 2025Q2: 10,919 shares; 2025Q3: 73,873 shares; 2025Q4: 75,369 shares; 2026Q1: 63,120 shares 63,120 $323K <0.01% -12,249 Timeline PGF 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: 80,535 shares; 2024Q4: 35,076 shares; 2025Q1: 28,725 shares; 2025Q2: 29,614 shares; 2025Q3: 23,517 shares; 2025Q4: 19,732 shares; 2026Q1: 23,430 shares 23,430 $322K <0.01% +3,698 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,747 shares; 2025Q1: 12,948 shares; 2025Q2: 13,073 shares; 2025Q3: 8,924 shares; 2025Q4: 8,924 shares; 2026Q1: 7,808 shares 7,808 $322K <0.01% -1,116 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH 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: 19,301 shares; 2025Q3: not reported; 2025Q4: 4,204 shares; 2026Q1: 11,080 shares 11,080 $322K <0.01% +6,876 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,417 shares 23,417 $321K <0.01% new Timeline FEUZ 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: 5,156 shares; 2024Q4: 5,156 shares; 2025Q1: 5,156 shares; 2025Q2: 5,156 shares; 2025Q3: 5,156 shares; 2025Q4: 5,156 shares; 2026Q1: 5,156 shares 5,156 $321K <0.01% 0 Timeline DTEC 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: 7,912 shares; 2024Q4: 7,913 shares; 2025Q1: 7,913 shares; 2025Q2: 7,913 shares; 2025Q3: 7,413 shares; 2025Q4: 7,413 shares; 2026Q1: 7,413 shares 7,413 $321K <0.01% 0 Timeline TQQQ 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: 8,929 shares; 2026Q1: 7,698 shares 7,698 $321K <0.01% -1,231 Timeline IPX IPERIONX LTD More: the full row for IPERIONX 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: 24,905 shares; 2025Q3: 23,532 shares; 2025Q4: 18,530 shares; 2026Q1: 12,250 shares 12,250 $319K <0.01% -6,280 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 5,306 shares; 2025Q1: 5,463 shares; 2025Q2: 5,996 shares; 2025Q3: 5,228 shares; 2025Q4: 5,027 shares; 2026Q1: 4,933 shares 4,933 $319K <0.01% -94 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 6,389 shares; 2025Q1: 5,754 shares; 2025Q2: 6,606 shares; 2025Q3: 5,977 shares; 2025Q4: 5,002 shares; 2026Q1: 5,496 shares 5,496 $317K <0.01% +494 Timeline FTBI 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: 8,539 shares; 2026Q1: 15,212 shares 15,212 $317K <0.01% +6,673 Timeline PTF 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: 3,322 shares; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 3,831 shares; 2025Q4: 3,430 shares; 2026Q1: 3,671 shares 3,671 $317K <0.01% +241 Timeline JANP 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: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,300 shares; 2026Q1: 9,918 shares 9,918 $316K <0.01% +618 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,418 shares; 2024Q4: 24,161 shares; 2025Q1: 18,138 shares; 2025Q2: 10,169 shares; 2025Q3: 8,687 shares; 2025Q4: 10,802 shares; 2026Q1: 8,800 shares 8,800 $316K <0.01% -2,002 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares; 2026Q1: 3,333 shares 3,333 $315K <0.01% +350 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,933 shares; 2025Q1: 5,933 shares; 2025Q2: 5,955 shares; 2025Q3: 5,933 shares; 2025Q4: 5,989 shares; 2026Q1: 6,526 shares 6,526 $314K <0.01% +537 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares 3,125 $314K <0.01% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: not reported; 2025Q1: 2,699 shares; 2025Q2: 5,756 shares; 2025Q3: not reported; 2025Q4: 1,668 shares; 2026Q1: 3,773 shares 3,773 $314K <0.01% +2,105 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 1,851 shares; 2025Q1: 1,827 shares; 2025Q2: 1,834 shares; 2025Q3: not reported; 2025Q4: 2,090 shares; 2026Q1: 2,785 shares 2,785 $314K <0.01% +695 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,049 shares; 2026Q1: 10,275 shares 10,275 $314K <0.01% +6,226 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,501 shares; 2024Q4: 16,722 shares; 2025Q1: 8,147 shares; 2025Q2: 6,954 shares; 2025Q3: 6,197 shares; 2025Q4: 5,946 shares; 2026Q1: 7,571 shares 7,571 $314K <0.01% +1,625 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,062 shares; 2025Q1: 4,278 shares; 2025Q2: 4,381 shares; 2025Q3: 4,370 shares; 2025Q4: 4,839 shares; 2026Q1: 4,781 shares 4,781 $313K <0.01% -58 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,490 shares; 2025Q3: 57,227 shares; 2025Q4: 6,100 shares; 2026Q1: 9,701 shares 9,701 $312K <0.01% +3,601 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 5,241 shares; 2025Q1: 5,095 shares; 2025Q2: 5,363 shares; 2025Q3: 3,449 shares; 2025Q4: 2,888 shares; 2026Q1: 2,637 shares 2,637 $312K <0.01% -251 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,742 shares; 2025Q1: 4,941 shares; 2025Q2: 4,755 shares; 2025Q3: 5,497 shares; 2025Q4: 5,620 shares; 2026Q1: 2,931 shares 2,931 $311K <0.01% -2,689 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,820 shares; 2025Q3: 2,957 shares; 2025Q4: 2,976 shares; 2026Q1: 3,520 shares 3,520 $311K <0.01% +544 Timeline BUFH 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: not reported; 2026Q1: 14,935 shares 14,935 $311K <0.01% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD 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: 14,345 shares; 2026Q1: 19,209 shares 19,209 $311K <0.01% +4,864 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,516 shares; 2025Q1: 1,056 shares; 2025Q2: 2,226 shares; 2025Q3: 2,056 shares; 2025Q4: 2,062 shares; 2026Q1: 1,787 shares 1,787 $310K <0.01% -275 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,450 shares; 2024Q4: 17,450 shares; 2025Q1: 17,492 shares; 2025Q2: 17,450 shares; 2025Q3: 17,550 shares; 2025Q4: 17,350 shares; 2026Q1: 17,350 shares 17,350 $309K <0.01% 0 Timeline SPIP 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: 20,295 shares; 2024Q4: 18,231 shares; 2025Q1: 16,514 shares; 2025Q2: 15,239 shares; 2025Q3: 11,862 shares; 2025Q4: 9,598 shares; 2026Q1: 11,888 shares 11,888 $309K <0.01% +2,290 Timeline OPPE 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: 1,489 shares; 2026Q1: 5,742 shares 5,742 $308K <0.01% +4,253 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,275 shares; 2025Q1: not reported; 2025Q2: 11,480 shares; 2025Q3: 11,417 shares; 2025Q4: 11,486 shares; 2026Q1: 11,235 shares 11,235 $308K <0.01% -251 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,893 shares; 2025Q3: 9,565 shares; 2025Q4: 9,721 shares; 2026Q1: 13,350 shares 13,350 $308K <0.01% +3,629 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,343 shares; 2024Q4: 144,994 shares; 2025Q1: 145,380 shares; 2025Q2: 129,280 shares; 2025Q3: 127,798 shares; 2025Q4: 11,756 shares; 2026Q1: 7,883 shares 7,883 $308K <0.01% -3,873 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,109 shares; 2026Q1: 7,783 shares 7,783 $308K <0.01% +1,674 Timeline ARKX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,832 shares; 2026Q1: 10,483 shares 10,483 $308K <0.01% +5,651 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,608 shares; 2024Q4: 18,910 shares; 2025Q1: 19,736 shares; 2025Q2: 19,892 shares; 2025Q3: 19,892 shares; 2025Q4: 19,919 shares; 2026Q1: 19,919 shares 19,919 $307K <0.01% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,060 shares; 2024Q4: 5,449 shares; 2025Q1: 6,188 shares; 2025Q2: 5,369 shares; 2025Q3: 5,511 shares; 2025Q4: 5,459 shares; 2026Q1: 6,076 shares 6,076 $307K <0.01% +617 Timeline JANH 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: 11,221 shares; 2024Q4: 11,238 shares; 2025Q1: 11,356 shares; 2025Q2: 14,372 shares; 2025Q3: 13,233 shares; 2025Q4: 13,280 shares; 2026Q1: 12,778 shares 12,778 $306K <0.01% -502 Timeline QRVO QORVO INC More: the full row for QORVO 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: 4,375 shares; 2026Q1: 3,955 shares 3,955 $306K <0.01% -420 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 3,296 shares; 2025Q1: 2,835 shares; 2025Q2: 3,151 shares; 2025Q3: 3,038 shares; 2025Q4: 3,074 shares; 2026Q1: 2,864 shares 2,864 $306K <0.01% -210 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 39,905 shares; 2025Q3: 23,751 shares; 2025Q4: 29,111 shares; 2026Q1: 65,379 shares 65,379 $305K <0.01% +36,268 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 21,000 shares; 2025Q4: 30,450 shares; 2026Q1: 34,959 shares 34,959 $305K <0.01% +4,509 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,313 shares; 2024Q4: 20,146 shares; 2025Q1: 13,138 shares; 2025Q2: 15,024 shares; 2025Q3: 12,513 shares; 2025Q4: 9,724 shares; 2026Q1: 14,239 shares 14,239 $305K <0.01% +4,515 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 16,180 shares; 2025Q4: 16,590 shares; 2026Q1: 14,232 shares 14,232 $305K <0.01% -2,358 Timeline SCHK 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: 9,342 shares; 2025Q2: 9,342 shares; 2025Q3: 9,742 shares; 2025Q4: 9,700 shares; 2026Q1: 9,701 shares 9,701 $304K <0.01% +1 Timeline PBFR 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: 10,476 shares 10,476 $304K <0.01% new Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to 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: 2,323 shares; 2026Q1: 2,379 shares 2,379 $303K <0.01% +56 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,915 shares; 2025Q4: 2,009 shares; 2026Q1: 1,744 shares 1,744 $303K <0.01% -265 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,660 shares; 2024Q4: 31,303 shares; 2025Q1: 32,314 shares; 2025Q2: 57,391 shares; 2025Q3: 60,754 shares; 2025Q4: 63,633 shares; 2026Q1: 59,382 shares 59,382 $303K <0.01% -4,251 Timeline QBF 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: 8,147 shares; 2025Q4: 13,170 shares; 2026Q1: 17,661 shares 17,661 $302K <0.01% +4,491 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,694 shares; 2026Q1: 7,629 shares 7,629 $302K <0.01% -65 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,404 shares; 2026Q1: 4,195 shares 4,195 $301K <0.01% +2,791 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 7,426 shares; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,240 shares; 2025Q4: 1,432 shares; 2026Q1: 1,290 shares 1,290 $301K <0.01% -142 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP 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: 14,802 shares; 2025Q4: 14,859 shares; 2026Q1: 14,909 shares 14,909 $301K <0.01% +50 Timeline QVMM 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: 18,613 shares; 2025Q1: 15,207 shares; 2025Q2: 10,534 shares; 2025Q3: 10,536 shares; 2025Q4: 10,539 shares; 2026Q1: 9,481 shares 9,481 $301K <0.01% -1,058 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 79,538 shares; 2025Q4: 24,651 shares; 2026Q1: 14,433 shares 14,433 $300K <0.01% -10,218 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,302 shares; 2025Q1: 29,337 shares; 2025Q2: 34,375 shares; 2025Q3: 32,443 shares; 2025Q4: 32,523 shares; 2026Q1: 40,577 shares 40,577 $299K <0.01% +8,054 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 21,524 shares; 2025Q1: 7,331 shares; 2025Q2: 10,195 shares; 2025Q3: not reported; 2025Q4: 5,335 shares; 2026Q1: 8,464 shares 8,464 $299K <0.01% +3,129 Timeline DGRE 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: 15,081 shares; 2024Q4: 14,758 shares; 2025Q1: 13,990 shares; 2025Q2: 12,995 shares; 2025Q3: 12,977 shares; 2025Q4: 11,691 shares; 2026Q1: 9,036 shares 9,036 $299K <0.01% -2,655 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,855 shares; 2025Q1: 19,547 shares; 2025Q2: 17,465 shares; 2025Q3: 18,486 shares; 2025Q4: 19,670 shares; 2026Q1: 17,570 shares 17,570 $299K <0.01% -2,100 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,628 shares; 2026Q1: 6,517 shares 6,517 $298K <0.01% +889 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: 1,777 shares; 2025Q3: 1,133 shares; 2025Q4: 1,129 shares; 2026Q1: 1,493 shares 1,493 $298K <0.01% +364 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,646 shares; 2024Q4: 20,980 shares; 2025Q1: 5,172 shares; 2025Q2: 5,832 shares; 2025Q3: 5,575 shares; 2025Q4: 4,512 shares; 2026Q1: 6,858 shares 6,858 $298K <0.01% +2,346 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,870 shares; 2025Q3: not reported; 2025Q4: 856 shares; 2026Q1: 3,284 shares 3,284 $297K <0.01% +2,428 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,600 shares; 2025Q1: 2,286 shares; 2025Q2: 2,866 shares; 2025Q3: 1,145 shares; 2025Q4: 1,582 shares; 2026Q1: 1,214 shares 1,214 $297K <0.01% -368 Timeline NMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,589 shares; 2025Q3: 10,589 shares; 2025Q4: 10,589 shares; 2026Q1: 10,589 shares 10,589 $297K <0.01% 0 Timeline GTOQ 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: 18,984 shares; 2024Q4: 19,326 shares; 2025Q1: 17,423 shares; 2025Q2: 17,539 shares; 2025Q3: 17,576 shares; 2025Q4: 17,892 shares; 2026Q1: 13,435 shares 13,435 $296K <0.01% -4,457 Timeline CFO 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: 5,219 shares; 2024Q4: 6,575 shares; 2025Q1: 4,951 shares; 2025Q2: 5,204 shares; 2025Q3: 4,201 shares; 2025Q4: 4,211 shares; 2026Q1: 3,992 shares 3,992 $296K <0.01% -219 Timeline RSSE 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: 10,253 shares; 2025Q2: 11,491 shares; 2025Q3: 11,924 shares; 2025Q4: 10,763 shares; 2026Q1: 13,752 shares 13,752 $296K <0.01% +2,989 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,307 shares; 2025Q2: 31,233 shares; 2025Q3: 31,102 shares; 2025Q4: 8,966 shares; 2026Q1: 11,606 shares 11,606 $296K <0.01% +2,640 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,240 shares; 2024Q4: 23,330 shares; 2025Q1: 23,341 shares; 2025Q2: 23,188 shares; 2025Q3: 20,149 shares; 2025Q4: 21,248 shares; 2026Q1: 16,270 shares 16,270 $295K <0.01% -4,978 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME 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: 9,491 shares; 2026Q1: 26,431 shares 26,431 $295K <0.01% +16,940 Timeline QQXT 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: 2,133 shares; 2025Q2: 2,137 shares; 2025Q3: 3,103 shares; 2025Q4: 3,127 shares; 2026Q1: 3,021 shares 3,021 $295K <0.01% -106 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 5,698 shares; 2025Q1: 8,890 shares; 2025Q2: 14,095 shares; 2025Q3: 13,300 shares; 2025Q4: 9,677 shares; 2026Q1: 5,085 shares 5,085 $295K <0.01% -4,592 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY 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: 4,162 shares; 2025Q4: 6,079 shares; 2026Q1: 5,051 shares 5,051 $295K <0.01% -1,028 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,830 shares; 2025Q3: 5,907 shares; 2025Q4: 5,971 shares; 2026Q1: 5,953 shares 5,953 $295K <0.01% -18 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,439 shares; 2025Q1: 5,492 shares; 2025Q2: 10,043 shares; 2025Q3: 10,512 shares; 2025Q4: 10,502 shares; 2026Q1: 6,038 shares 6,038 $294K <0.01% -4,464 Timeline CRPT 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: 10,861 shares; 2025Q3: 13,758 shares; 2025Q4: 10,276 shares; 2026Q1: 25,261 shares 25,261 $294K <0.01% +14,985 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 6,528 shares; 2025Q1: 6,122 shares; 2025Q2: 73,866 shares; 2025Q3: 80,501 shares; 2025Q4: 90,589 shares; 2026Q1: 9,924 shares 9,924 $293K <0.01% -80,665 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,187 shares; 2025Q2: 1,240 shares; 2025Q3: 1,225 shares; 2025Q4: 1,348 shares; 2026Q1: 1,102 shares 1,102 $292K <0.01% -246 Timeline AOK 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: 12,027 shares; 2024Q4: 10,200 shares; 2025Q1: 8,174 shares; 2025Q2: 8,427 shares; 2025Q3: 8,031 shares; 2025Q4: 5,257 shares; 2026Q1: 7,325 shares 7,325 $292K <0.01% +2,068 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS 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: 1,235 shares; 2026Q1: 2,234 shares 2,234 $292K <0.01% +999 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,287 shares; 2026Q1: 7,923 shares 7,923 $291K <0.01% +1,636 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,463 shares; 2024Q4: 52,289 shares; 2025Q1: 31,824 shares; 2025Q2: 33,445 shares; 2025Q3: 36,123 shares; 2025Q4: 32,062 shares; 2026Q1: 36,129 shares 36,129 $290K <0.01% +4,067 Timeline FSYD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,537 shares; 2026Q1: 6,051 shares 6,051 $290K <0.01% +4,514 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,602 shares; 2024Q4: 23,907 shares; 2025Q1: 21,259 shares; 2025Q2: 21,686 shares; 2025Q3: 21,118 shares; 2025Q4: 21,143 shares; 2026Q1: 20,535 shares 20,535 $289K <0.01% -608 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 869 shares; 2025Q1: 854 shares; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 869 shares; 2026Q1: 1,036 shares 1,036 $289K <0.01% +167 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 221 shares; 2025Q4: 234 shares; 2026Q1: 153 shares 153 $288K <0.01% -81 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to 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: 22,117 shares; 2026Q1: 19,292 shares 19,292 $288K <0.01% -2,825 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 12,441 shares; 2025Q1: 10,774 shares; 2025Q2: 11,088 shares; 2025Q3: not reported; 2025Q4: 4,452 shares; 2026Q1: 5,258 shares 5,258 $288K <0.01% +806 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,441 shares; 2025Q2: 57,581 shares; 2025Q3: 1,077 shares; 2025Q4: 1,118 shares; 2026Q1: 1,128 shares 1,128 $288K <0.01% +10 Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,559 shares; 2025Q1: 53,753 shares; 2025Q2: 65,385 shares; 2025Q3: 63,526 shares; 2025Q4: 45,596 shares; 2026Q1: 13,667 shares 13,667 $288K <0.01% -31,929 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,196 shares; 2025Q1: 3,334 shares; 2025Q2: 4,016 shares; 2025Q3: not reported; 2025Q4: 4,136 shares; 2026Q1: 4,153 shares 4,153 $288K <0.01% +17 Timeline LCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 12,896 shares 12,896 $288K <0.01% +11,846 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,892 shares; 2025Q1: 2,013 shares; 2025Q2: 2,011 shares; 2025Q3: 2,134 shares; 2025Q4: 2,200 shares; 2026Q1: 1,685 shares 1,685 $288K <0.01% -515 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,414 shares; 2026Q1: 12,022 shares 12,022 $288K <0.01% +4,608 Timeline RSJN 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: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares; 2026Q1: 8,330 shares 8,330 $288K <0.01% +1,536 Timeline SHOC 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: 4,616 shares; 2025Q1: not reported; 2025Q2: 4,506 shares; 2025Q3: 4,508 shares; 2025Q4: 4,260 shares; 2026Q1: 3,987 shares 3,987 $287K <0.01% -273 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,919 shares; 2025Q2: not reported; 2025Q3: 6,194 shares; 2025Q4: 5,050 shares; 2026Q1: 3,808 shares 3,808 $287K <0.01% -1,242 Timeline QMOM 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: 10,772 shares; 2025Q4: 12,152 shares; 2026Q1: 4,201 shares 4,201 $287K <0.01% -7,951 Timeline OGIG 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: 8,195 shares; 2024Q4: 8,330 shares; 2025Q1: 8,440 shares; 2025Q2: 8,790 shares; 2025Q3: 8,790 shares; 2025Q4: 8,841 shares; 2026Q1: 7,030 shares 7,030 $287K <0.01% -1,811 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,127 shares; 2026Q1: 7,299 shares 7,299 $287K <0.01% +3,172 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,053 shares; 2024Q4: 20,275 shares; 2025Q1: 20,517 shares; 2025Q2: 20,751 shares; 2025Q3: 20,846 shares; 2025Q4: 21,487 shares; 2026Q1: 21,733 shares 21,733 $286K <0.01% +246 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,952 shares; 2025Q1: 7,300 shares; 2025Q2: 7,017 shares; 2025Q3: 5,420 shares; 2025Q4: 5,578 shares; 2026Q1: 6,330 shares 6,330 $286K <0.01% +752 Timeline GCOR 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: 3,513 shares; 2026Q1: 6,917 shares 6,917 $286K <0.01% +3,404 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,371 shares; 2025Q1: 1,988 shares; 2025Q2: 1,837 shares; 2025Q3: 1,759 shares; 2025Q4: 1,910 shares; 2026Q1: 1,742 shares 1,742 $286K <0.01% -168 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 16,131 shares; 2025Q1: 10,530 shares; 2025Q2: 10,801 shares; 2025Q3: 10,473 shares; 2025Q4: 14,762 shares; 2026Q1: 15,163 shares 15,163 $286K <0.01% +401 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,688 shares; 2026Q1: 21,127 shares 21,127 $285K <0.01% +8,439 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,603 shares; 2025Q1: 1,359 shares; 2025Q2: 1,386 shares; 2025Q3: 1,175 shares; 2025Q4: 1,130 shares; 2026Q1: 960 shares 960 $285K <0.01% -170 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,947 shares; 2025Q1: 4,075 shares; 2025Q2: 4,064 shares; 2025Q3: 3,948 shares; 2025Q4: 8,178 shares; 2026Q1: 4,722 shares 4,722 $285K <0.01% -3,456 Timeline URTY 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: 4,520 shares; 2025Q4: 5,520 shares; 2026Q1: 5,520 shares 5,520 $285K <0.01% 0 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 8,098 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 8,874 shares; 2025Q4: 8,874 shares; 2026Q1: 8,455 shares 8,455 $284K <0.01% -419 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,701 shares; 2024Q4: 14,088 shares; 2025Q1: 13,643 shares; 2025Q2: 13,921 shares; 2025Q3: 13,410 shares; 2025Q4: 13,388 shares; 2026Q1: 13,231 shares 13,231 $283K <0.01% -157 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 2,778 shares; 2025Q1: 2,704 shares; 2025Q2: 2,399 shares; 2025Q3: 2,156 shares; 2025Q4: 2,168 shares; 2026Q1: 2,176 shares 2,176 $283K <0.01% +8 Timeline NOVM 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: 8,630 shares; 2025Q4: 11,930 shares; 2026Q1: 8,653 shares 8,653 $283K <0.01% -3,277 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 14,645 shares; 2025Q1: 12,203 shares; 2025Q2: 12,290 shares; 2025Q3: 15,008 shares; 2025Q4: 16,478 shares; 2026Q1: 13,374 shares 13,374 $283K <0.01% -3,104 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME 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: 2,775 shares; 2026Q1: 31,079 shares 31,079 $283K <0.01% +28,304 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,593 shares; 2024Q4: not reported; 2025Q1: 11,886 shares; 2025Q2: 13,619 shares; 2025Q3: 15,042 shares; 2025Q4: 15,267 shares; 2026Q1: 19,702 shares 19,702 $283K <0.01% +4,435 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 2,901 shares 2,901 $282K <0.01% +2,649 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,563 shares; 2026Q1: 1,918 shares 1,918 $282K <0.01% +355 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,360 shares; 2025Q2: 1,356 shares; 2025Q3: 1,739 shares; 2025Q4: 1,635 shares; 2026Q1: 1,489 shares 1,489 $282K <0.01% -146 Timeline BBIN 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: 282 shares; 2026Q1: 3,856 shares 3,856 $282K <0.01% +3,574 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,758 shares; 2026Q1: 3,813 shares 3,813 $282K <0.01% -3,945 Timeline SCLZ NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 4,978 shares; 2025Q3: 5,261 shares; 2025Q4: 5,267 shares; 2026Q1: 5,447 shares 5,447 $282K <0.01% +180 Timeline GTIP 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: not reported; 2026Q1: 5,698 shares 5,698 $281K <0.01% new Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 10,968 shares; 2025Q1: 8,681 shares; 2025Q2: 18,974 shares; 2025Q3: not reported; 2025Q4: 8,410 shares; 2026Q1: 7,802 shares 7,802 $281K <0.01% -608 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,253 shares; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,304 shares; 2026Q1: 1,368 shares 1,368 $281K <0.01% +64 Timeline PI IMPINJ INC More: the full row for IMPINJ 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: 2,289 shares; 2026Q1: 2,730 shares 2,730 $280K <0.01% +441 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,328 shares; 2024Q4: 28,265 shares; 2025Q1: 28,338 shares; 2025Q2: 28,386 shares; 2025Q3: 28,162 shares; 2025Q4: 28,079 shares; 2026Q1: 29,190 shares 29,190 $280K <0.01% +1,111 Timeline BKIE 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: 2,364 shares; 2025Q4: 3,022 shares; 2026Q1: 2,990 shares 2,990 $279K <0.01% -32 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 4,948 shares; 2025Q3: not reported; 2025Q4: 2,479 shares; 2026Q1: 5,383 shares 5,383 $278K <0.01% +2,904 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 4,964 shares; 2025Q1: 4,841 shares; 2025Q2: 5,168 shares; 2025Q3: 5,483 shares; 2025Q4: 5,535 shares; 2026Q1: 5,470 shares 5,470 $278K <0.01% -65 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,046 shares; 2024Q4: 16,051 shares; 2025Q1: 7,540 shares; 2025Q2: 9,958 shares; 2025Q3: not reported; 2025Q4: 7,643 shares; 2026Q1: 9,761 shares 9,761 $278K <0.01% +2,118 Timeline STXV 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: 6,654 shares; 2024Q4: 8,541 shares; 2025Q1: 6,854 shares; 2025Q2: 7,876 shares; 2025Q3: 7,878 shares; 2025Q4: 7,882 shares; 2026Q1: 7,882 shares 7,882 $277K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to 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: 8,326 shares; 2026Q1: 8,472 shares 8,472 $277K <0.01% +146 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,249 shares; 2025Q3: 1,073 shares; 2025Q4: 989 shares; 2026Q1: 879 shares 879 $276K <0.01% -110 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to 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: 1,650 shares; 2026Q1: 8,600 shares 8,600 $276K <0.01% +6,950 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,772 shares; 2026Q1: 12,713 shares 12,713 $276K <0.01% +6,941 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to 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: 10,357 shares; 2026Q1: 13,440 shares 13,440 $274K <0.01% +3,083 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,486 shares; 2026Q1: 6,375 shares 6,375 $273K <0.01% +889 Timeline CMDT 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: 8,596 shares; 2025Q3: 14,885 shares; 2025Q4: 8,500 shares; 2026Q1: 8,469 shares 8,469 $273K <0.01% -31 Timeline PMFB 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: 10,287 shares 10,287 $273K <0.01% new Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,546 shares; 2026Q1: 58,949 shares 58,949 $272K <0.01% -597 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS 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: 451 shares; 2026Q1: 4,115 shares 4,115 $271K <0.01% +3,664 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,340 shares; 2024Q4: 13,823 shares; 2025Q1: 13,137 shares; 2025Q2: 11,801 shares; 2025Q3: 22,636 shares; 2025Q4: 10,937 shares; 2026Q1: 10,878 shares 10,878 $271K <0.01% -59 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,641 shares; 2024Q4: 10,815 shares; 2025Q1: 9,988 shares; 2025Q2: 5,542 shares; 2025Q3: not reported; 2025Q4: 4,371 shares; 2026Q1: 5,800 shares 5,800 $271K <0.01% +1,429 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 3,563 shares; 2025Q1: 2,574 shares; 2025Q2: 4,521 shares; 2025Q3: 4,213 shares; 2025Q4: 3,871 shares; 2026Q1: 3,285 shares 3,285 $270K <0.01% -586 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,348 shares; 2025Q3: not reported; 2025Q4: 1,406 shares; 2026Q1: 6,073 shares 6,073 $270K <0.01% +4,667 Timeline ABND AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 12,438 shares; 2025Q1: 14,676 shares; 2025Q2: 8,621 shares; 2025Q3: 10,568 shares; 2025Q4: 11,329 shares; 2026Q1: 6,156 shares 6,156 $269K <0.01% -5,173 Timeline OCCI OFS CREDIT COMPANY INC More: the full row for OFS CREDIT COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,596 shares; 2025Q1: 53,070 shares; 2025Q2: 53,070 shares; 2025Q3: 62,618 shares; 2025Q4: 82,856 shares; 2026Q1: 92,856 shares 92,856 $268K <0.01% +10,000 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to 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: 3,474 shares; 2026Q1: 25,704 shares 25,704 $268K <0.01% +22,230 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 128 shares; 2025Q3: 149 shares; 2025Q4: 171 shares; 2026Q1: 122 shares 122 $268K <0.01% -49 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,342 shares; 2025Q4: 5,181 shares; 2026Q1: 5,328 shares 5,328 $268K <0.01% +147 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,133 shares; 2026Q1: 9,988 shares 9,988 $268K <0.01% +6,855 Timeline NVBU 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: 4,870 shares; 2026Q1: 9,515 shares 9,515 $268K <0.01% +4,645 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares; 2026Q1: 3,465 shares 3,465 $267K <0.01% +187 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares; 2026Q1: 9,301 shares 9,301 $267K <0.01% +4,956 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,257 shares; 2024Q4: 7,116 shares; 2025Q1: 7,126 shares; 2025Q2: 7,182 shares; 2025Q3: 7,876 shares; 2025Q4: 1,921 shares; 2026Q1: 1,942 shares 1,942 $267K <0.01% +21 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,262 shares; 2025Q1: not reported; 2025Q2: 40,307 shares; 2025Q3: 25,067 shares; 2025Q4: 13,535 shares; 2026Q1: 11,064 shares 11,064 $267K <0.01% -2,471 Timeline QYLG 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: 9,734 shares; 2025Q2: 9,802 shares; 2025Q3: 10,309 shares; 2025Q4: 9,861 shares; 2026Q1: 10,267 shares 10,267 $266K <0.01% +406 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 490 shares 490 $266K <0.01% -17 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 10,105 shares; 2025Q1: 9,664 shares; 2025Q2: 8,004 shares; 2025Q3: 7,850 shares; 2025Q4: 5,996 shares; 2026Q1: 4,989 shares 4,989 $266K <0.01% -1,007 Timeline METC RAMACO RES INC More: the full row for RAMACO RES 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: 11,798 shares; 2025Q4: 14,063 shares; 2026Q1: 17,146 shares 17,146 $265K <0.01% +3,083 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,505 shares; 2025Q3: 17,525 shares; 2025Q4: 18,560 shares; 2026Q1: 15,493 shares 15,493 $265K <0.01% -3,067 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,751 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,267 shares; 2026Q1: 4,280 shares 4,280 $265K <0.01% +2,013 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM 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: 6,906 shares; 2025Q4: 6,719 shares; 2026Q1: 8,632 shares 8,632 $265K <0.01% +1,913 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,783 shares; 2025Q1: 3,783 shares; 2025Q2: 3,783 shares; 2025Q3: 3,783 shares; 2025Q4: 3,789 shares; 2026Q1: 3,789 shares 3,789 $265K <0.01% 0 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to 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: 21,193 shares 21,193 $264K <0.01% new Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,283 shares; 2026Q1: 4,932 shares 4,932 $264K <0.01% +1,649 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 2,919 shares; 2026Q1: 4,817 shares 4,817 $264K <0.01% +1,898 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 19,716 shares; 2025Q1: 9,831 shares; 2025Q2: 9,339 shares; 2025Q3: 7,306 shares; 2025Q4: 8,736 shares; 2026Q1: 4,202 shares 4,202 $264K <0.01% -4,534 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to 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: 1,562 shares; 2026Q1: 4,241 shares 4,241 $264K <0.01% +2,679 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,499 shares; 2025Q1: 6,532 shares; 2025Q2: 6,322 shares; 2025Q3: 6,573 shares; 2025Q4: 5,473 shares; 2026Q1: 4,450 shares 4,450 $263K <0.01% -1,023 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,867 shares; 2024Q4: 40,406 shares; 2025Q1: 31,656 shares; 2025Q2: 34,524 shares; 2025Q3: 30,807 shares; 2025Q4: 6,671 shares; 2026Q1: 21,553 shares 21,553 $262K <0.01% +14,882 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,519 shares; 2024Q4: 6,651 shares; 2025Q1: 6,574 shares; 2025Q2: 5,893 shares; 2025Q3: 6,083 shares; 2025Q4: 6,301 shares; 2026Q1: 5,895 shares 5,895 $262K <0.01% -406 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,363 shares; 2026Q1: 7,796 shares 7,796 $262K <0.01% +4,433 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,777 shares; 2025Q1: 3,232 shares; 2025Q2: 3,799 shares; 2025Q3: 3,338 shares; 2025Q4: 3,331 shares; 2026Q1: 2,877 shares 2,877 $261K <0.01% -454 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,322 shares; 2025Q1: 3,955 shares; 2025Q2: 3,964 shares; 2025Q3: 4,132 shares; 2025Q4: 4,373 shares; 2026Q1: 3,318 shares 3,318 $260K <0.01% -1,055 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,629 shares; 2025Q1: 5,142 shares; 2025Q2: 5,172 shares; 2025Q3: 5,122 shares; 2025Q4: 4,970 shares; 2026Q1: 5,002 shares 5,002 $260K <0.01% +32 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,424 shares; 2026Q1: 5,445 shares 5,445 $260K <0.01% +21 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 3,199 shares; 2026Q1: 3,403 shares 3,403 $260K <0.01% +204 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,621 shares; 2024Q4: 33,306 shares; 2025Q1: 33,249 shares; 2025Q2: 33,426 shares; 2025Q3: not reported; 2025Q4: 1,402 shares; 2026Q1: 2,053 shares 2,053 $259K <0.01% +651 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,982 shares; 2026Q1: 5,235 shares 5,235 $259K <0.01% +3,253 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,553 shares; 2024Q4: 12,845 shares; 2025Q1: 7,569 shares; 2025Q2: 6,036 shares; 2025Q3: 6,000 shares; 2025Q4: 6,016 shares; 2026Q1: 5,479 shares 5,479 $259K <0.01% -537 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to 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: 18,729 shares; 2026Q1: 12,901 shares 12,901 $258K <0.01% -5,828 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,079 shares; 2025Q3: 9,083 shares; 2025Q4: 8,441 shares; 2026Q1: 7,073 shares 7,073 $257K <0.01% -1,368 Timeline HYGV 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: 5,584 shares; 2025Q3: 5,663 shares; 2025Q4: 6,411 shares; 2026Q1: 6,423 shares 6,423 $257K <0.01% +12 Timeline FCPI 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: 5,039 shares; 2025Q3: not reported; 2025Q4: 3,118 shares; 2026Q1: 5,225 shares 5,225 $257K <0.01% +2,107 Timeline JPIB 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: 7,549 shares; 2025Q4: 8,592 shares; 2026Q1: 5,369 shares 5,369 $257K <0.01% -3,223 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 3,913 shares; 2025Q1: 6,163 shares; 2025Q2: not reported; 2025Q3: 5,106 shares; 2025Q4: 5,799 shares; 2026Q1: 5,565 shares 5,565 $257K <0.01% -234 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 5,955 shares; 2025Q1: 4,725 shares; 2025Q2: 4,271 shares; 2025Q3: 9,205 shares; 2025Q4: 4,034 shares; 2026Q1: 3,399 shares 3,399 $256K <0.01% -635 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 3,271 shares; 2025Q4: 4,915 shares; 2026Q1: 4,039 shares 4,039 $256K <0.01% -876 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP 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: 15,951 shares 15,951 $256K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: 7,870 shares; 2025Q1: 6,549 shares; 2025Q2: 6,495 shares; 2025Q3: 6,289 shares; 2025Q4: 6,115 shares; 2026Q1: 4,764 shares 4,764 $255K <0.01% -1,351 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,663 shares; 2025Q3: 22,543 shares; 2025Q4: 26,591 shares; 2026Q1: 26,591 shares 26,591 $255K <0.01% 0 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,758 shares; 2026Q1: 4,477 shares 4,477 $255K <0.01% +1,719 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,621 shares; 2026Q1: 11,562 shares 11,562 $254K <0.01% +941 Timeline GIB CGI INC More: the full row for CGI 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: 2,415 shares; 2025Q4: 2,332 shares; 2026Q1: 3,476 shares 3,476 $254K <0.01% +1,144 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 7,894 shares; 2025Q1: not reported; 2025Q2: 6,194 shares; 2025Q3: 6,363 shares; 2025Q4: 8,659 shares; 2026Q1: 7,535 shares 7,535 $254K <0.01% -1,124 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to 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: 736 shares; 2026Q1: 789 shares 789 $253K <0.01% +53 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,734 shares; 2026Q1: 7,834 shares 7,834 $253K <0.01% +1,100 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,551 shares; 2024Q4: 18,596 shares; 2025Q1: 18,556 shares; 2025Q2: 22,750 shares; 2025Q3: 16,861 shares; 2025Q4: 16,997 shares; 2026Q1: 22,652 shares 22,652 $253K <0.01% +5,655 Timeline PRNT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,585 shares; 2025Q3: 10,789 shares; 2025Q4: 10,818 shares; 2026Q1: 12,358 shares 12,358 $253K <0.01% +1,540 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,831 shares; 2025Q1: 2,889 shares; 2025Q2: 2,995 shares; 2025Q3: not reported; 2025Q4: 3,273 shares; 2026Q1: 3,329 shares 3,329 $253K <0.01% +56 Timeline FEBP 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: 3,773 shares; 2026Q1: 8,068 shares 8,068 $252K <0.01% +4,295 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: not reported; 2025Q1: 8,533 shares; 2025Q2: 7,317 shares; 2025Q3: 6,002 shares; 2025Q4: 7,587 shares; 2026Q1: 8,873 shares 8,873 $252K <0.01% +1,286 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 10,021 shares; 2025Q1: not reported; 2025Q2: 10,617 shares; 2025Q3: not reported; 2025Q4: 12,735 shares; 2026Q1: 14,840 shares 14,840 $252K <0.01% +2,105 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 24,655 shares; 2025Q1: not reported; 2025Q2: 11,663 shares; 2025Q3: 31,390 shares; 2025Q4: 29,084 shares; 2026Q1: 33,791 shares 33,791 $252K <0.01% +4,707 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD 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: 35,961 shares; 2025Q4: 57,251 shares; 2026Q1: 58,826 shares 58,826 $252K <0.01% +1,575 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 12,867 shares; 2025Q1: 13,399 shares; 2025Q2: 14,263 shares; 2025Q3: 15,597 shares; 2025Q4: 16,801 shares; 2026Q1: 17,458 shares 17,458 $252K <0.01% +657 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,463 shares; 2024Q4: 18,050 shares; 2025Q1: 18,050 shares; 2025Q2: 18,050 shares; 2025Q3: 23,807 shares; 2025Q4: 29,598 shares; 2026Q1: 30,088 shares 30,088 $251K <0.01% +490 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,081 shares; 2025Q1: 11,082 shares; 2025Q2: 9,471 shares; 2025Q3: 15,150 shares; 2025Q4: 13,788 shares; 2026Q1: 11,256 shares 11,256 $249K <0.01% -2,532 Timeline APOC 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: 40,835 shares; 2025Q3: 8,543 shares; 2025Q4: 9,793 shares; 2026Q1: 9,721 shares 9,721 $248K <0.01% -72 Timeline LPRO OPEN LENDING CORP More: the full row for OPEN LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,580 shares; 2024Q4: 198,477 shares; 2025Q1: 198,477 shares; 2025Q2: 198,477 shares; 2025Q3: 198,477 shares; 2025Q4: 198,477 shares; 2026Q1: 198,477 shares 198,477 $248K <0.01% 0 Timeline APRT 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: 531,646 shares; 2024Q4: 17,621 shares; 2025Q1: 15,901 shares; 2025Q2: 16,199 shares; 2025Q3: 8,373 shares; 2025Q4: 8,266 shares; 2026Q1: 5,826 shares 5,826 $248K <0.01% -2,440 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,951 shares; 2026Q1: 15,953 shares 15,953 $247K <0.01% +8,002 Timeline PSR 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: 18,021 shares; 2024Q4: not reported; 2025Q1: 2,548 shares; 2025Q2: not reported; 2025Q3: 2,239 shares; 2025Q4: 2,246 shares; 2026Q1: 2,650 shares 2,650 $245K <0.01% +404 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: not reported; 2025Q1: 3,728 shares; 2025Q2: 5,547 shares; 2025Q3: 5,759 shares; 2025Q4: 7,148 shares; 2026Q1: 2,615 shares 2,615 $245K <0.01% -4,533 Timeline FBUF FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 8,101 shares; 2026Q1: 8,117 shares 8,117 $244K <0.01% +16 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 1,841 shares; 2025Q1: 846 shares; 2025Q2: 765 shares; 2025Q3: not reported; 2025Q4: 1,103 shares; 2026Q1: 1,124 shares 1,124 $244K <0.01% +21 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,509 shares; 2025Q3: 8,430 shares; 2025Q4: 8,519 shares; 2026Q1: 6,700 shares 6,700 $244K <0.01% -1,819 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 2,088 shares; 2026Q1: 6,026 shares 6,026 $244K <0.01% +3,938 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS 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: 10,849 shares; 2025Q4: 34,697 shares; 2026Q1: 23,122 shares 23,122 $243K <0.01% -11,575 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,832 shares; 2025Q1: 13,108 shares; 2025Q2: 15,749 shares; 2025Q3: 15,327 shares; 2025Q4: 13,471 shares; 2026Q1: 12,348 shares 12,348 $243K <0.01% -1,123 Timeline TSLY 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: 7,239 shares; 2026Q1: 8,101 shares 8,101 $243K <0.01% +862 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,021 shares; 2024Q4: 33,215 shares; 2025Q1: 33,665 shares; 2025Q2: 40,635 shares; 2025Q3: 44,477 shares; 2025Q4: 34,852 shares; 2026Q1: 39,476 shares 39,476 $243K <0.01% +4,624 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 7,997 shares; 2026Q1: 8,087 shares 8,087 $243K <0.01% +90 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,094 shares; 2024Q4: not reported; 2025Q1: 10,769 shares; 2025Q2: 10,652 shares; 2025Q3: 8,060 shares; 2025Q4: 8,060 shares; 2026Q1: 8,660 shares 8,660 $242K <0.01% +600 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,958 shares; 2024Q4: 6,441 shares; 2025Q1: 6,537 shares; 2025Q2: 6,817 shares; 2025Q3: 4,282 shares; 2025Q4: 4,988 shares; 2026Q1: 4,414 shares 4,414 $242K <0.01% -574 Timeline INDS 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: 30,724 shares; 2024Q4: 21,750 shares; 2025Q1: 12,910 shares; 2025Q2: 9,299 shares; 2025Q3: not reported; 2025Q4: 3,241 shares; 2026Q1: 6,597 shares 6,597 $242K <0.01% +3,356 Timeline DFII 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: 15,582 shares; 2025Q4: 16,134 shares; 2026Q1: 18,223 shares 18,223 $242K <0.01% +2,089 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,343 shares; 2025Q4: 11,287 shares; 2026Q1: 11,287 shares 11,287 $242K <0.01% 0 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,822 shares; 2025Q2: not reported; 2025Q3: 18,226 shares; 2025Q4: 18,448 shares; 2026Q1: 17,346 shares 17,346 $241K <0.01% -1,102 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: not reported; 2025Q1: 1,007 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,073 shares; 2026Q1: 1,083 shares 1,083 $241K <0.01% +10 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,568 shares; 2025Q1: 32,160 shares; 2025Q2: 30,589 shares; 2025Q3: 27,620 shares; 2025Q4: 28,138 shares; 2026Q1: 36,447 shares 36,447 $241K <0.01% +8,309 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 950 shares; 2025Q1: 1,538 shares; 2025Q2: 1,922 shares; 2025Q3: 1,709 shares; 2025Q4: 2,287 shares; 2026Q1: 1,811 shares 1,811 $241K <0.01% -476 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 476 shares; 2026Q1: 686 shares 686 $241K <0.01% +210 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 2,339 shares; 2026Q1: 2,196 shares 2,196 $241K <0.01% -143 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,660 shares; 2024Q4: 111,958 shares; 2025Q1: 128,360 shares; 2025Q2: 60,890 shares; 2025Q3: 31,503 shares; 2025Q4: 25,918 shares; 2026Q1: 27,589 shares 27,589 $241K <0.01% +1,671 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,343 shares; 2026Q1: 6,467 shares 6,467 $241K <0.01% +1,124 Timeline PEXL 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: 50,144 shares; 2024Q4: 52,811 shares; 2025Q1: 9,700 shares; 2025Q2: 4,648 shares; 2025Q3: 4,241 shares; 2025Q4: 3,940 shares; 2026Q1: 4,102 shares 4,102 $241K <0.01% +162 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: not reported; 2025Q1: 1,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,616 shares; 2026Q1: 2,948 shares 2,948 $241K <0.01% +332 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,400 shares 15,400 $241K <0.01% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 5,120 shares 5,120 $241K <0.01% +4,020 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 1,259 shares; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,280 shares; 2025Q4: 1,281 shares; 2026Q1: 1,470 shares 1,470 $240K <0.01% +189 Timeline PBJL 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: 21,925 shares; 2024Q4: 13,825 shares; 2025Q1: 13,825 shares; 2025Q2: 13,825 shares; 2025Q3: 8,375 shares; 2025Q4: 8,375 shares; 2026Q1: 8,075 shares 8,075 $240K <0.01% -300 Timeline MRGR 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: 4,766 shares; 2026Q1: 5,319 shares 5,319 $240K <0.01% +553 Timeline JGRW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,826 shares 9,826 $239K <0.01% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 8,019 shares; 2025Q1: 3,695 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,987 shares; 2026Q1: 4,293 shares 4,293 $239K <0.01% +306 Timeline XTL 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: 520 shares; 2026Q1: 1,264 shares 1,264 $238K <0.01% +744 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,698 shares; 2025Q1: 3,222 shares; 2025Q2: 1,261 shares; 2025Q3: 1,769 shares; 2025Q4: 1,138 shares; 2026Q1: 786 shares 786 $237K <0.01% -352 Timeline KMAY 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: 11,425 shares; 2025Q3: 12,255 shares; 2025Q4: 12,255 shares; 2026Q1: 8,263 shares 8,263 $237K <0.01% -3,992 Timeline PNQI 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: 4,504 shares; 2025Q3: 4,089 shares; 2025Q4: 4,024 shares; 2026Q1: 5,307 shares 5,307 $237K <0.01% +1,283 Timeline CUT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 9,729 shares; 2025Q1: 9,006 shares; 2025Q2: 9,235 shares; 2025Q3: 7,993 shares; 2025Q4: 7,718 shares; 2026Q1: 8,273 shares 8,273 $237K <0.01% +555 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,613 shares; 2025Q2: 3,563 shares; 2025Q3: 3,608 shares; 2025Q4: 3,959 shares; 2026Q1: 3,848 shares 3,848 $237K <0.01% -111 Timeline SUSL 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: 661 shares; 2026Q1: 2,086 shares 2,086 $237K <0.01% +1,425 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,394 shares; 2024Q4: 7,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,907 shares; 2025Q4: 5,391 shares; 2026Q1: 4,357 shares 4,357 $237K <0.01% -1,034 Timeline SABS SAB BIOTHERAPEUTICS INC More: the full row for SAB BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 11,930 shares; 2025Q1: 11,930 shares; 2025Q2: 11,930 shares; 2025Q3: 11,930 shares; 2025Q4: 11,550 shares; 2026Q1: 61,741 shares 61,741 $236K <0.01% +50,191 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,214 shares; 2024Q4: 12,554 shares; 2025Q1: 12,802 shares; 2025Q2: 12,848 shares; 2025Q3: 10,612 shares; 2025Q4: 10,179 shares; 2026Q1: 9,979 shares 9,979 $236K <0.01% -200 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,286 shares; 2024Q4: 16,929 shares; 2025Q1: 15,991 shares; 2025Q2: 15,424 shares; 2025Q3: 15,879 shares; 2025Q4: 21,321 shares; 2026Q1: 10,880 shares 10,880 $236K <0.01% -10,441 Timeline PSK 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: 10,522 shares; 2024Q4: 10,269 shares; 2025Q1: 9,390 shares; 2025Q2: 11,650 shares; 2025Q3: 9,158 shares; 2025Q4: 7,845 shares; 2026Q1: 7,637 shares 7,637 $236K <0.01% -208 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: not reported; 2025Q4: 2,047 shares; 2026Q1: 2,003 shares 2,003 $235K <0.01% -44 Timeline DGOC 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: 7,570 shares; 2026Q1: 7,570 shares 7,570 $234K <0.01% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 17,343 shares; 2025Q1: 17,366 shares; 2025Q2: 17,390 shares; 2025Q3: 15,824 shares; 2025Q4: 16,221 shares; 2026Q1: 23,810 shares 23,810 $233K <0.01% +7,589 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,149 shares; 2024Q4: 18,285 shares; 2025Q1: 18,421 shares; 2025Q2: 22,361 shares; 2025Q3: 22,503 shares; 2025Q4: 22,625 shares; 2026Q1: 18,884 shares 18,884 $232K <0.01% -3,741 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,387 shares; 2026Q1: 5,696 shares 5,696 $232K <0.01% +1,309 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,634 shares; 2025Q1: 7,795 shares; 2025Q2: 13,086 shares; 2025Q3: 14,117 shares; 2025Q4: 16,992 shares; 2026Q1: 24,950 shares 24,950 $232K <0.01% +7,958 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 1,915 shares; 2026Q1: 5,131 shares 5,131 $231K <0.01% +3,216 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,993 shares; 2026Q1: 7,271 shares 7,271 $231K <0.01% +1,278 Timeline MATX MATSON INC More: the full row for MATSON 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: 546 shares; 2026Q1: 1,409 shares 1,409 $231K <0.01% +863 Timeline MSML 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: 3,959 shares; 2024Q4: 3,970 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,296 shares; 2026Q1: 3,548 shares 3,548 $231K <0.01% +1,252 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,777 shares; 2026Q1: 9,053 shares 9,053 $231K <0.01% -724 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 2,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,971 shares; 2026Q1: 6,097 shares 6,097 $231K <0.01% +126 Timeline HAWX 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: 4,631 shares; 2026Q1: 5,606 shares 5,606 $229K <0.01% +975 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,433 shares; 2025Q1: 1,390 shares; 2025Q2: 1,344 shares; 2025Q3: 1,313 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $229K <0.01% 0 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,481 shares; 2026Q1: 15,422 shares 15,422 $229K <0.01% +8,941 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,813 shares; 2024Q4: 9,495 shares; 2025Q1: not reported; 2025Q2: 7,133 shares; 2025Q3: not reported; 2025Q4: 7,395 shares; 2026Q1: 7,597 shares 7,597 $229K <0.01% +202 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 4,415 shares; 2026Q1: 5,143 shares 5,143 $228K <0.01% +728 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,066 shares 3,066 $228K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,309 shares; 2025Q1: 778 shares; 2025Q2: 781 shares; 2025Q3: 753 shares; 2025Q4: 1,085 shares; 2026Q1: 474 shares 474 $228K <0.01% -611 Timeline TLTD 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: 7,846 shares; 2024Q4: 8,820 shares; 2025Q1: 8,080 shares; 2025Q2: 5,181 shares; 2025Q3: 3,206 shares; 2025Q4: 2,538 shares; 2026Q1: 2,421 shares 2,421 $228K <0.01% -117 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY 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: 7,823 shares; 2026Q1: 12,025 shares 12,025 $227K <0.01% +4,202 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to 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: 15,391 shares 15,391 $226K <0.01% new Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: not reported; 2025Q1: 11,876 shares; 2025Q2: 20,811 shares; 2025Q3: 24,011 shares; 2025Q4: 19,352 shares; 2026Q1: 7,846 shares 7,846 $226K <0.01% -11,506 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,830 shares; 2025Q1: 2,866 shares; 2025Q2: 2,865 shares; 2025Q3: 2,844 shares; 2025Q4: 2,882 shares; 2026Q1: 2,353 shares 2,353 $225K <0.01% -529 Timeline FCEF 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: 4,425 shares; 2026Q1: 10,019 shares 10,019 $225K <0.01% +5,594 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,586 shares; 2024Q4: 25,061 shares; 2025Q1: 23,601 shares; 2025Q2: 23,980 shares; 2025Q3: 25,460 shares; 2025Q4: 27,867 shares; 2026Q1: 10,682 shares 10,682 $225K <0.01% -17,185 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: not reported; 2025Q4: 2,703 shares; 2026Q1: 13,046 shares 13,046 $225K <0.01% +10,343 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,872 shares; 2026Q1: 3,203 shares 3,203 $225K <0.01% +1,331 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,417 shares; 2024Q4: 5,417 shares; 2025Q1: 6,417 shares; 2025Q2: 4,537 shares; 2025Q3: not reported; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares 3,090 $224K <0.01% 0 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,794 shares; 2025Q1: 8,176 shares; 2025Q2: 8,206 shares; 2025Q3: 7,474 shares; 2025Q4: 5,456 shares; 2026Q1: 4,332 shares 4,332 $224K <0.01% -1,124 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,147 shares; 2024Q4: 54,748 shares; 2025Q1: 43,542 shares; 2025Q2: 6,710 shares; 2025Q3: not reported; 2025Q4: 4,425 shares; 2026Q1: 5,730 shares 5,730 $224K <0.01% +1,305 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,910 shares; 2024Q4: 3,634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,946 shares; 2026Q1: 2,959 shares 2,959 $224K <0.01% +13 Timeline RSDE 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: 7,925 shares; 2026Q1: 10,180 shares 10,180 $223K <0.01% +2,255 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,813 shares; 2025Q1: 3,204 shares; 2025Q2: 2,167 shares; 2025Q3: 2,389 shares; 2025Q4: 1,666 shares; 2026Q1: 1,284 shares 1,284 $223K <0.01% -382 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 6,810 shares; 2025Q4: 6,906 shares; 2026Q1: 6,906 shares 6,906 $222K <0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,853 shares; 2026Q1: 1,234 shares 1,234 $222K <0.01% -619 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,440 shares; 2025Q4: 5,623 shares; 2026Q1: 4,394 shares 4,394 $222K <0.01% -1,229 Timeline MINN 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: not reported; 2025Q3: not reported; 2025Q4: 10,036 shares; 2026Q1: 10,036 shares 10,036 $222K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,890 shares; 2024Q4: not reported; 2025Q1: 8,898 shares; 2025Q2: 21,172 shares; 2025Q3: not reported; 2025Q4: 6,516 shares; 2026Q1: 10,324 shares 10,324 $222K <0.01% +3,808 Timeline ASHR 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: 8,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,732 shares; 2025Q4: 6,732 shares; 2026Q1: 6,792 shares 6,792 $222K <0.01% +60 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 825 shares; 2025Q1: 835 shares; 2025Q2: 883 shares; 2025Q3: 881 shares; 2025Q4: 1,199 shares; 2026Q1: 2,248 shares 2,248 $222K <0.01% +1,049 Timeline CORB AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,467 shares 7,467 $221K <0.01% new Timeline FAB 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: 2,587 shares; 2024Q4: 2,429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,866 shares; 2026Q1: 2,341 shares 2,341 $221K <0.01% +475 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,598 shares; 2024Q4: 13,884 shares; 2025Q1: 10,948 shares; 2025Q2: 10,913 shares; 2025Q3: 11,000 shares; 2025Q4: 9,858 shares; 2026Q1: 4,753 shares 4,753 $220K <0.01% -5,105 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 3,075 shares; 2026Q1: 2,964 shares 2,964 $220K <0.01% -111 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,211 shares; 2025Q1: 1,580 shares; 2025Q2: 2,030 shares; 2025Q3: 1,397 shares; 2025Q4: 1,177 shares; 2026Q1: 1,063 shares 1,063 $220K <0.01% -114 Timeline EMHY 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: 5,700 shares; 2026Q1: 5,580 shares 5,580 $220K <0.01% -120 Timeline JGLO 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: not reported; 2026Q1: 3,364 shares 3,364 $220K <0.01% new Timeline ISHG 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: 1,512 shares; 2026Q1: 2,959 shares 2,959 $220K <0.01% +1,447 Timeline PGHY 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: 12,848 shares; 2025Q1: 13,156 shares; 2025Q2: 12,952 shares; 2025Q3: 12,836 shares; 2025Q4: 9,828 shares; 2026Q1: 11,298 shares 11,298 $219K <0.01% +1,470 Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $219K <0.01% 0 Timeline PTBD 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: 213,400 shares; 2024Q4: 192,400 shares; 2025Q1: 187,401 shares; 2025Q2: 13,968 shares; 2025Q3: 10,623 shares; 2025Q4: 10,521 shares; 2026Q1: 11,545 shares 11,545 $219K <0.01% +1,024 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,979 shares 2,979 $219K <0.01% +925 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,236 shares; 2026Q1: 1,073 shares 1,073 $219K <0.01% -163 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 23,878 shares; 2025Q3: 45,389 shares; 2025Q4: 39,050 shares; 2026Q1: 41,747 shares 41,747 $218K <0.01% +2,697 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 4,328 shares; 2025Q3: 3,268 shares; 2025Q4: 3,441 shares; 2026Q1: 4,756 shares 4,756 $218K <0.01% +1,315 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,429 shares; 2024Q4: 4,962 shares; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 4,500 shares 4,500 $217K <0.01% +3,100 Timeline OGS ONE GAS INC More: the full row for ONE GAS 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: 2,519 shares; 2026Q1: 2,523 shares 2,523 $217K <0.01% +4 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 1,633 shares 1,633 $217K <0.01% -95 Timeline MUX MCEWEN INC. More: the full row for MCEWEN 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: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares 10,600 $216K <0.01% 0 Timeline PSMO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,142 shares; 2025Q3: 7,142 shares; 2025Q4: 7,142 shares; 2026Q1: 7,142 shares 7,142 $216K <0.01% 0 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,603 shares; 2024Q4: not reported; 2025Q1: 20,688 shares; 2025Q2: 12,065 shares; 2025Q3: 12,074 shares; 2025Q4: 18,565 shares; 2026Q1: 18,565 shares 18,565 $215K <0.01% 0 Timeline HIGH 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: 15,145 shares; 2024Q4: 35,771 shares; 2025Q1: 14,646 shares; 2025Q2: 13,052 shares; 2025Q3: 12,033 shares; 2025Q4: 12,052 shares; 2026Q1: 10,082 shares 10,082 $215K <0.01% -1,970 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,560 shares; 2024Q4: 16,938 shares; 2025Q1: 18,399 shares; 2025Q2: 9,926 shares; 2025Q3: 5,098 shares; 2025Q4: 3,998 shares; 2026Q1: 4,088 shares 4,088 $214K <0.01% +90 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,518 shares; 2024Q4: not reported; 2025Q1: 8,689 shares; 2025Q2: not reported; 2025Q3: 10,359 shares; 2025Q4: 10,597 shares; 2026Q1: 10,272 shares 10,272 $214K <0.01% -325 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS 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: 2,714 shares; 2026Q1: 4,054 shares 4,054 $214K <0.01% +1,340 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,665 shares; 2025Q3: 2,793 shares; 2025Q4: 2,531 shares; 2026Q1: 1,307 shares 1,307 $214K <0.01% -1,224 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,743 shares; 2024Q4: 12,943 shares; 2025Q1: 11,047 shares; 2025Q2: 11,775 shares; 2025Q3: 9,921 shares; 2025Q4: 8,468 shares; 2026Q1: 6,425 shares 6,425 $213K <0.01% -2,043 Timeline FCA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,409 shares; 2026Q1: 6,809 shares 6,809 $213K <0.01% +1,400 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,141 shares; 2024Q4: 69,833 shares; 2025Q1: 47,872 shares; 2025Q2: 27,464 shares; 2025Q3: 32,018 shares; 2025Q4: 35,005 shares; 2026Q1: 35,378 shares 35,378 $213K <0.01% +373 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME 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: 5,241 shares; 2026Q1: 17,128 shares 17,128 $212K <0.01% +11,887 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to 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: 5,633 shares; 2026Q1: 24,492 shares 24,492 $212K <0.01% +18,859 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,213 shares; 2025Q4: 4,139 shares; 2026Q1: 4,240 shares 4,240 $212K <0.01% +101 Timeline AZ A2Z CUST2MATE SOLUTIONS CORP More: the full row for A2Z CUST2MATE SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,000 shares; 2025Q1: not reported; 2025Q2: 31,700 shares; 2025Q3: not reported; 2025Q4: 31,700 shares; 2026Q1: 31,700 shares 31,700 $211K <0.01% 0 Timeline PSMD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 341,716 shares; 2025Q1: 368,849 shares; 2025Q2: 318,351 shares; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 6,630 shares 6,630 $211K <0.01% +2,880 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,617 shares; 2026Q1: 2,501 shares 2,501 $211K <0.01% +884 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,069 shares; 2024Q4: 21,123 shares; 2025Q1: 33,118 shares; 2025Q2: 32,369 shares; 2025Q3: 32,660 shares; 2025Q4: 14,609 shares; 2026Q1: 14,799 shares 14,799 $211K <0.01% +190 Timeline BSTP 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: 4,644 shares; 2026Q1: 5,842 shares 5,842 $210K <0.01% +1,198 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,462 shares; 2025Q1: 1,775 shares; 2025Q2: 2,325 shares; 2025Q3: 2,035 shares; 2025Q4: 2,201 shares; 2026Q1: 1,230 shares 1,230 $210K <0.01% -971 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,514 shares; 2024Q4: 8,820 shares; 2025Q1: 7,755 shares; 2025Q2: 5,812 shares; 2025Q3: 4,651 shares; 2025Q4: 4,419 shares; 2026Q1: 3,482 shares 3,482 $210K <0.01% -937 Timeline TDTF 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: 9,690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,306 shares; 2026Q1: 8,714 shares 8,714 $210K <0.01% +408 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,806 shares; 2025Q2: 6,806 shares; 2025Q3: 6,806 shares; 2025Q4: 6,806 shares; 2026Q1: 6,806 shares 6,806 $210K <0.01% 0 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,767 shares; 2025Q2: 10,395 shares; 2025Q3: 4,026 shares; 2025Q4: 4,077 shares; 2026Q1: 4,095 shares 4,095 $210K <0.01% +18 Timeline JNEU 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: 7,401 shares; 2025Q3: 7,401 shares; 2025Q4: 7,241 shares; 2026Q1: 7,240 shares 7,240 $210K <0.01% -1 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR 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: 14,627 shares; 2025Q3: 15,516 shares; 2025Q4: 4,681 shares; 2026Q1: 4,681 shares 4,681 $210K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 8,263 shares; 2026Q1: 50,868 shares 50,868 $210K <0.01% +42,605 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS 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: 11,550 shares; 2025Q3: 10,120 shares; 2025Q4: 9,446 shares; 2026Q1: 8,886 shares 8,886 $209K <0.01% -560 Timeline CLBK COLUMBIA FINL INC More: the full row for COLUMBIA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 12,800 shares; 2025Q1: 11,823 shares; 2025Q2: 11,823 shares; 2025Q3: 11,823 shares; 2025Q4: 11,823 shares; 2026Q1: 11,873 shares 11,873 $208K <0.01% +50 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,469 shares; 2024Q4: 68,522 shares; 2025Q1: 69,071 shares; 2025Q2: 72,054 shares; 2025Q3: 76,096 shares; 2025Q4: 75,782 shares; 2026Q1: 78,173 shares 78,173 $208K <0.01% +2,391 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE 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: 13,406 shares; 2025Q3: 15,606 shares; 2025Q4: 17,742 shares; 2026Q1: 18,951 shares 18,951 $208K <0.01% +1,209 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,500 shares; 2025Q3: 11,600 shares; 2025Q4: 10,100 shares; 2026Q1: 9,500 shares 9,500 $207K <0.01% -600 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 958 shares; 2026Q1: 949 shares 949 $206K <0.01% -9 Timeline LALT 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: 2,956 shares; 2026Q1: 8,455 shares 8,455 $206K <0.01% +5,499 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: 7,563 shares 7,563 $205K <0.01% +3,013 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,364 shares; 2025Q1: 12,021 shares; 2025Q2: 12,074 shares; 2025Q3: 19,314 shares; 2025Q4: 10,958 shares; 2026Q1: 5,553 shares 5,553 $205K <0.01% -5,405 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,083 shares; 2026Q1: 3,150 shares 3,150 $205K <0.01% +1,067 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,324 shares; 2025Q1: 766 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 706 shares 706 $205K <0.01% +56 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,227 shares; 2026Q1: 5,297 shares 5,297 $205K <0.01% +1,070 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 3,410 shares; 2026Q1: 5,815 shares 5,815 $205K <0.01% +2,405 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,090 shares 10,090 $205K <0.01% new Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,970 shares; 2025Q4: 34,637 shares; 2026Q1: 35,822 shares 35,822 $205K <0.01% +1,185 Timeline JANI 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: not reported; 2026Q1: 8,356 shares 8,356 $205K <0.01% new Timeline DLNV 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: 6,370 shares; 2026Q1: 6,690 shares 6,690 $204K <0.01% +320 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,357 shares; 2026Q1: 7,839 shares 7,839 $204K <0.01% +6,482 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP 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: 2,495 shares; 2025Q4: 3,519 shares; 2026Q1: 2,401 shares 2,401 $204K <0.01% -1,118 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,355 shares; 2026Q1: 4,109 shares 4,109 $204K <0.01% +754 Timeline SDFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,867 shares; 2026Q1: 5,723 shares 5,723 $204K <0.01% +1,856 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 14,030 shares; 2025Q1: 9,537 shares; 2025Q2: 12,005 shares; 2025Q3: 9,489 shares; 2025Q4: 10,664 shares; 2026Q1: 8,057 shares 8,057 $203K <0.01% -2,607 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,920 shares; 2025Q1: 2,637 shares; 2025Q2: 3,066 shares; 2025Q3: 2,827 shares; 2025Q4: 3,665 shares; 2026Q1: 2,634 shares 2,634 $203K <0.01% -1,031 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,829 shares; 2024Q4: 15,053 shares; 2025Q1: 13,965 shares; 2025Q2: 15,845 shares; 2025Q3: 15,799 shares; 2025Q4: 14,140 shares; 2026Q1: 6,113 shares 6,113 $203K <0.01% -8,027 Timeline CMTV COMMUNITY BANCORP INC VT More: the full row for COMMUNITY BANCORP INC VT Quarterly shares; oldest to 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: 6,496 shares 6,496 $202K <0.01% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,812 shares; 2024Q4: 8,434 shares; 2025Q1: 6,415 shares; 2025Q2: 8,533 shares; 2025Q3: not reported; 2025Q4: 8,122 shares; 2026Q1: 7,640 shares 7,640 $202K <0.01% -482 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 8,337 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,121 shares; 2026Q1: 8,122 shares 8,122 $202K <0.01% +1 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 15,666 shares; 2025Q4: 14,962 shares; 2026Q1: 17,585 shares 17,585 $202K <0.01% +2,623 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,058 shares; 2024Q4: 15,079 shares; 2025Q1: 15,079 shares; 2025Q2: 15,079 shares; 2025Q3: 7,509 shares; 2025Q4: 7,509 shares; 2026Q1: 7,509 shares 7,509 $202K <0.01% 0 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,188 shares; 2024Q4: 22,703 shares; 2025Q1: 23,070 shares; 2025Q2: 23,466 shares; 2025Q3: 21,490 shares; 2025Q4: 34,177 shares; 2026Q1: 35,285 shares 35,285 $201K <0.01% +1,108 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,465 shares; 2025Q4: 13,270 shares; 2026Q1: 13,740 shares 13,740 $201K <0.01% +470 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,721 shares; 2025Q3: 17,707 shares; 2025Q4: 18,312 shares; 2026Q1: 19,760 shares 19,760 $201K <0.01% +1,448 Timeline IAK 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: 1,255 shares; 2026Q1: 1,561 shares 1,561 $200K <0.01% +306 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,622 shares; 2026Q1: 7,027 shares 7,027 $200K <0.01% -595 Timeline DDTJ 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: 10,755 shares 10,755 $200K <0.01% new Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,846 shares; 2026Q1: 17,485 shares 17,485 $198K <0.01% +13,639 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,301 shares; 2025Q1: 17,494 shares; 2025Q2: 21,387 shares; 2025Q3: 18,279 shares; 2025Q4: 18,514 shares; 2026Q1: 28,200 shares 28,200 $196K <0.01% +9,686 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,709 shares; 2024Q4: 8,433 shares; 2025Q1: not reported; 2025Q2: 12,330 shares; 2025Q3: 11,785 shares; 2025Q4: 10,482 shares; 2026Q1: 10,578 shares 10,578 $194K <0.01% +96 Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 23,750 shares; 2025Q4: 19,731 shares; 2026Q1: 20,295 shares 20,295 $193K <0.01% +564 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD 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: 8,000 shares; 2026Q1: 10,797 shares 10,797 $192K <0.01% +2,797 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,185 shares; 2024Q4: 21,987 shares; 2025Q1: 13,444 shares; 2025Q2: 19,263 shares; 2025Q3: not reported; 2025Q4: 9,490 shares; 2026Q1: 17,088 shares 17,088 $192K <0.01% +7,598 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 14,836 shares; 2025Q4: 12,991 shares; 2026Q1: 20,873 shares 20,873 $189K <0.01% +7,882 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 13,188 shares; 2025Q3: 15,828 shares; 2025Q4: 22,781 shares; 2026Q1: 26,818 shares 26,818 $184K <0.01% +4,037 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,205 shares; 2025Q3: not reported; 2025Q4: 13,354 shares; 2026Q1: 20,120 shares 20,120 $184K <0.01% +6,766 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT 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: 11,000 shares; 2025Q4: 8,036 shares; 2026Q1: 13,761 shares 13,761 $180K <0.01% +5,725 Timeline FTNY 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: 14,732 shares; 2026Q1: 22,837 shares 22,837 $178K <0.01% +8,105 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT 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: 11,576 shares; 2025Q4: 11,576 shares; 2026Q1: 10,218 shares 10,218 $178K <0.01% -1,358 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,560 shares; 2025Q1: 27,801 shares; 2025Q2: 31,163 shares; 2025Q3: 31,726 shares; 2025Q4: 29,507 shares; 2026Q1: 20,842 shares 20,842 $177K <0.01% -8,665 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,025 shares; 2024Q4: 25,988 shares; 2025Q1: 23,175 shares; 2025Q2: 18,726 shares; 2025Q3: 18,724 shares; 2025Q4: 15,374 shares; 2026Q1: 13,320 shares 13,320 $175K <0.01% -2,054 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL 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: 11,003 shares; 2025Q4: 13,697 shares; 2026Q1: 15,259 shares 15,259 $174K <0.01% +1,562 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,428 shares; 2024Q4: 16,193 shares; 2025Q1: 16,231 shares; 2025Q2: 34,222 shares; 2025Q3: 34,322 shares; 2025Q4: 20,640 shares; 2026Q1: 18,083 shares 18,083 $174K <0.01% -2,557 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,944 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,852 shares; 2026Q1: 10,302 shares 10,302 $174K <0.01% +5,450 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,074 shares; 2024Q4: 21,525 shares; 2025Q1: 25,887 shares; 2025Q2: 34,545 shares; 2025Q3: 28,302 shares; 2025Q4: 38,474 shares; 2026Q1: 48,644 shares 48,644 $167K <0.01% +10,170 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to 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: 15,921 shares 15,921 $166K <0.01% new Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER 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: 24,859 shares; 2025Q3: 22,761 shares; 2025Q4: 17,403 shares; 2026Q1: 12,604 shares 12,604 $165K <0.01% -4,799 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN 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: 44,590 shares 44,590 $165K <0.01% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: not reported; 2025Q1: 11,517 shares; 2025Q2: 15,378 shares; 2025Q3: 12,339 shares; 2025Q4: 12,268 shares; 2026Q1: 13,248 shares 13,248 $164K <0.01% +980 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,373 shares; 2024Q4: 288,994 shares; 2025Q1: 24,970 shares; 2025Q2: 21,437 shares; 2025Q3: 26,700 shares; 2025Q4: 25,050 shares; 2026Q1: 25,622 shares 25,622 $163K <0.01% +572 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,720 shares; 2025Q3: 12,994 shares; 2025Q4: 12,390 shares; 2026Q1: 12,892 shares 12,892 $163K <0.01% +502 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,869 shares; 2025Q4: 13,040 shares; 2026Q1: 14,513 shares 14,513 $163K <0.01% +1,473 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,564 shares; 2026Q1: 37,000 shares 37,000 $162K <0.01% +19,436 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,988 shares; 2024Q4: 14,799 shares; 2025Q1: 17,139 shares; 2025Q2: 20,843 shares; 2025Q3: 21,797 shares; 2025Q4: 20,901 shares; 2026Q1: 19,878 shares 19,878 $157K <0.01% -1,023 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares; 2025Q2: 18,130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,714 shares 18,714 $157K <0.01% new Timeline RIET ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,395 shares 17,395 $156K <0.01% new Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,607 shares; 2025Q1: 21,039 shares; 2025Q2: 24,369 shares; 2025Q3: not reported; 2025Q4: 3,877 shares; 2026Q1: 18,894 shares 18,894 $155K <0.01% +15,017 Timeline CURR CURRENC GROUP INC More: the full row for CURRENC 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: 57,910 shares 57,910 $152K <0.01% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 8,798 shares; 2026Q1: 12,241 shares 12,241 $152K <0.01% +3,443 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,291 shares 19,291 $151K <0.01% new Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,815 shares; 2025Q1: 12,715 shares; 2025Q2: 12,700 shares; 2025Q3: 13,132 shares; 2025Q4: 13,060 shares; 2026Q1: 15,740 shares 15,740 $150K <0.01% +2,680 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,505 shares; 2025Q2: 125,705 shares; 2025Q3: 120,172 shares; 2025Q4: 73,172 shares; 2026Q1: 43,722 shares 43,722 $149K <0.01% -29,450 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,786 shares; 2024Q4: 24,575 shares; 2025Q1: 23,034 shares; 2025Q2: 18,838 shares; 2025Q3: 19,537 shares; 2025Q4: 15,380 shares; 2026Q1: 14,964 shares 14,964 $149K <0.01% -416 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,528 shares; 2025Q1: 7,801 shares; 2025Q2: 8,326 shares; 2025Q3: 8,502 shares; 2025Q4: 7,539 shares; 2026Q1: 11,266 shares 11,266 $148K <0.01% +3,727 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,342 shares; 2026Q1: 11,471 shares 11,471 $148K <0.01% +3,129 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,858 shares; 2024Q4: 16,369 shares; 2025Q1: 16,483 shares; 2025Q2: 17,307 shares; 2025Q3: 14,720 shares; 2025Q4: 14,906 shares; 2026Q1: 13,906 shares 13,906 $145K <0.01% -1,000 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE 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: 13,470 shares 13,470 $145K <0.01% new Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,598 shares; 2025Q4: 8,045 shares; 2026Q1: 12,198 shares 12,198 $141K <0.01% +4,153 Timeline XNROX NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,739 shares; 2025Q1: 49,654 shares; 2025Q2: 53,201 shares; 2025Q3: 54,530 shares; 2025Q4: 59,314 shares; 2026Q1: 48,256 shares 48,256 $137K <0.01% -11,058 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,360 shares; 2024Q4: 79,951 shares; 2025Q1: 56,456 shares; 2025Q2: 56,995 shares; 2025Q3: 53,581 shares; 2025Q4: 49,109 shares; 2026Q1: 27,032 shares 27,032 $136K <0.01% -22,077 Timeline IDAI T STAMP INC More: the full row for T STAMP 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: 52,050 shares; 2026Q1: 56,050 shares 56,050 $134K <0.01% +4,000 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 12,568 shares; 2026Q1: 12,204 shares 12,204 $133K <0.01% -364 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,000 shares; 2025Q1: 46,000 shares; 2025Q2: 17,000 shares; 2025Q3: 24,000 shares; 2025Q4: 26,000 shares; 2026Q1: 51,000 shares 51,000 $132K <0.01% +25,000 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,120 shares; 2024Q4: 110,533 shares; 2025Q1: 48,374 shares; 2025Q2: 102,643 shares; 2025Q3: 30,881 shares; 2025Q4: 27,421 shares; 2026Q1: 30,385 shares 30,385 $130K <0.01% +2,964 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,983 shares; 2024Q4: 18,797 shares; 2025Q1: 21,441 shares; 2025Q2: 34,142 shares; 2025Q3: 43,959 shares; 2025Q4: 41,823 shares; 2026Q1: 11,382 shares 11,382 $128K <0.01% -30,441 Timeline MBIO MUSTANG BIO INC More: the full row for MUSTANG BIO 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: 66,108 shares; 2025Q4: 111,042 shares; 2026Q1: 176,042 shares 176,042 $128K <0.01% +65,000 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,453 shares 11,453 $128K <0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 12,325 shares; 2026Q1: 14,130 shares 14,130 $127K <0.01% +1,805 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,928 shares; 2024Q4: 13,796 shares; 2025Q1: 14,716 shares; 2025Q2: 15,552 shares; 2025Q3: 16,227 shares; 2025Q4: 16,283 shares; 2026Q1: 17,771 shares 17,771 $126K <0.01% +1,488 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS 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: 10,454 shares; 2025Q3: 10,454 shares; 2025Q4: 10,202 shares; 2026Q1: 10,202 shares 10,202 $126K <0.01% 0 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,539 shares; 2024Q4: 24,402 shares; 2025Q1: 24,489 shares; 2025Q2: 33,074 shares; 2025Q3: 26,832 shares; 2025Q4: 5,500 shares; 2026Q1: 12,024 shares 12,024 $126K <0.01% +6,524 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,400 shares; 2025Q4: 27,400 shares; 2026Q1: 29,150 shares 29,150 $123K <0.01% +1,750 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 47,141 shares; 2025Q1: 16,276 shares; 2025Q2: 33,191 shares; 2025Q3: 12,191 shares; 2025Q4: 10,191 shares; 2026Q1: 34,891 shares 34,891 $122K <0.01% +24,700 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,472 shares; 2024Q4: 24,895 shares; 2025Q1: 25,116 shares; 2025Q2: 25,272 shares; 2025Q3: 25,272 shares; 2025Q4: 25,702 shares; 2026Q1: 20,849 shares 20,849 $122K <0.01% -4,853 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 12,072 shares 12,072 $121K <0.01% new Timeline