FLRT 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: 4,253 shares; 2024Q4: 4,806 shares; 2025Q1: 15,781 shares; 2025Q2: 18,685 shares; 2025Q3: 34,141 shares; 2025Q4: 45,492 shares; 2026Q1: 51,623 shares 51,623 $2.39M 0.03% +6,131 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,136 shares; 2024Q4: 67,925 shares; 2025Q1: 64,168 shares; 2025Q2: 64,342 shares; 2025Q3: 61,568 shares; 2025Q4: 60,285 shares; 2026Q1: 57,107 shares 57,107 $2.38M 0.03% -3,178 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 12,332 shares; 2025Q1: 12,058 shares; 2025Q2: 11,670 shares; 2025Q3: 12,672 shares; 2025Q4: 12,218 shares; 2026Q1: 11,315 shares 11,315 $2.33M 0.03% -903 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,145 shares; 2025Q1: 2,567 shares; 2025Q2: 7,914 shares; 2025Q3: 8,071 shares; 2025Q4: 12,176 shares; 2026Q1: 14,048 shares 14,048 $2.33M 0.03% +1,872 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,193 shares; 2024Q4: 23,985 shares; 2025Q1: 22,522 shares; 2025Q2: 19,105 shares; 2025Q3: 18,685 shares; 2025Q4: 20,791 shares; 2026Q1: 20,942 shares 20,942 $2.32M 0.03% +151 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,145 shares; 2025Q4: 45,823 shares; 2026Q1: 44,508 shares 44,508 $2.32M 0.03% -1,315 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,501 shares; 2025Q2: 67,320 shares; 2025Q3: 104,893 shares; 2025Q4: 106,898 shares; 2026Q1: 100,857 shares 100,857 $2.3M 0.03% -6,041 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,209 shares; 2025Q2: 21,916 shares; 2025Q3: 30,541 shares; 2025Q4: 31,657 shares; 2026Q1: 44,904 shares 44,904 $2.29M 0.03% +13,247 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,242 shares; 2025Q4: 30,655 shares; 2026Q1: 30,436 shares 30,436 $2.28M 0.03% -219 Timeline USHY 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: 43,592 shares; 2024Q4: 36,183 shares; 2025Q1: 31,500 shares; 2025Q2: 29,225 shares; 2025Q3: 28,772 shares; 2025Q4: 46,778 shares; 2026Q1: 61,682 shares 61,682 $2.27M 0.03% +14,904 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,169 shares; 2024Q4: 78,680 shares; 2025Q1: 81,819 shares; 2025Q2: 88,356 shares; 2025Q3: 87,904 shares; 2025Q4: 86,140 shares; 2026Q1: 75,515 shares 75,515 $2.27M 0.03% -10,625 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,581 shares; 2024Q4: 50,934 shares; 2025Q1: 52,283 shares; 2025Q2: 56,333 shares; 2025Q3: 60,603 shares; 2025Q4: 64,808 shares; 2026Q1: 64,058 shares 64,058 $2.27M 0.03% -750 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 18,034 shares; 2025Q1: 18,713 shares; 2025Q2: 20,188 shares; 2025Q3: 21,333 shares; 2025Q4: 22,544 shares; 2026Q1: 28,165 shares 28,165 $2.25M 0.03% +5,621 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,072 shares; 2024Q4: 27,548 shares; 2025Q1: 33,660 shares; 2025Q2: 34,831 shares; 2025Q3: 35,162 shares; 2025Q4: 36,882 shares; 2026Q1: 38,815 shares 38,815 $2.25M 0.03% +1,933 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,562 shares 41,562 $2.25M 0.03% new Timeline FEOE 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: 10,450 shares; 2025Q4: 21,576 shares; 2026Q1: 44,249 shares 44,249 $2.23M 0.03% +22,673 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,325 shares; 2024Q4: 13,432 shares; 2025Q1: 14,135 shares; 2025Q2: 14,940 shares; 2025Q3: 13,737 shares; 2025Q4: 12,573 shares; 2026Q1: 20,826 shares 20,826 $2.23M 0.03% +8,253 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,198 shares; 2024Q4: 17,517 shares; 2025Q1: 22,208 shares; 2025Q2: 31,336 shares; 2025Q3: 36,861 shares; 2025Q4: 42,630 shares; 2026Q1: 38,827 shares 38,827 $2.22M 0.03% -3,803 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,490 shares 32,490 $2.21M 0.03% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 13,995 shares; 2025Q1: 16,712 shares; 2025Q2: 15,351 shares; 2025Q3: 14,213 shares; 2025Q4: 13,317 shares; 2026Q1: 16,209 shares 16,209 $2.21M 0.03% +2,892 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 3,716 shares; 2025Q1: 4,663 shares; 2025Q2: 4,888 shares; 2025Q3: 4,231 shares; 2025Q4: 9,186 shares; 2026Q1: 10,152 shares 10,152 $2.2M 0.03% +966 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,271 shares; 2024Q4: 18,747 shares; 2025Q1: 19,931 shares; 2025Q2: 20,233 shares; 2025Q3: 20,880 shares; 2025Q4: 23,427 shares; 2026Q1: 23,245 shares 23,245 $2.18M 0.03% -182 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,412 shares; 2025Q1: 5,518 shares; 2025Q2: 5,611 shares; 2025Q3: 5,864 shares; 2025Q4: 4,581 shares; 2026Q1: 4,478 shares 4,478 $2.17M 0.03% -103 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,252 shares; 2025Q1: 1,776 shares; 2025Q2: 3,243 shares; 2025Q3: 4,601 shares; 2025Q4: 6,525 shares; 2026Q1: 6,034 shares 6,034 $2.17M 0.03% -491 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: not reported; 2026Q1: 43,486 shares 43,486 $2.15M 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,753 shares; 2024Q4: 110,153 shares; 2025Q1: 112,630 shares; 2025Q2: 108,142 shares; 2025Q3: 105,489 shares; 2025Q4: 63,258 shares; 2026Q1: 75,004 shares 75,004 $2.15M 0.03% +11,746 Timeline DBEM 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: 118,782 shares; 2024Q4: 185,301 shares; 2025Q1: 141,986 shares; 2025Q2: 120,988 shares; 2025Q3: 88,004 shares; 2025Q4: 79,052 shares; 2026Q1: 63,025 shares 63,025 $2.15M 0.03% -16,027 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,192 shares; 2024Q4: 12,823 shares; 2025Q1: 7,371 shares; 2025Q2: 9,560 shares; 2025Q3: 4,027 shares; 2025Q4: 10,854 shares; 2026Q1: 13,099 shares 13,099 $2.15M 0.03% +2,245 Timeline MINT 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: 8,845 shares; 2024Q4: 15,389 shares; 2025Q1: 17,970 shares; 2025Q2: 33,434 shares; 2025Q3: 24,050 shares; 2025Q4: 22,738 shares; 2026Q1: 21,244 shares 21,244 $2.14M 0.03% -1,494 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,863 shares; 2025Q2: 17,774 shares; 2025Q3: 12,313 shares; 2025Q4: 16,390 shares; 2026Q1: 22,745 shares 22,745 $2.14M 0.03% +6,355 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,593 shares; 2025Q3: 50,079 shares; 2025Q4: 54,976 shares; 2026Q1: 46,222 shares 46,222 $2.13M 0.03% -8,754 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,186 shares; 2024Q4: 19,597 shares; 2025Q1: 22,363 shares; 2025Q2: 20,421 shares; 2025Q3: 18,343 shares; 2025Q4: 16,626 shares; 2026Q1: 16,998 shares 16,998 $2.13M 0.03% +372 Timeline FNCL 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: 34,644 shares; 2024Q4: 33,470 shares; 2025Q1: 34,972 shares; 2025Q2: 37,129 shares; 2025Q3: 37,265 shares; 2025Q4: 36,576 shares; 2026Q1: 30,366 shares 30,366 $2.13M 0.03% -6,210 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,435 shares; 2024Q4: 66,474 shares; 2025Q1: 76,803 shares; 2025Q2: 70,645 shares; 2025Q3: 52,108 shares; 2025Q4: 45,802 shares; 2026Q1: 46,933 shares 46,933 $2.12M 0.03% +1,131 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,334 shares; 2024Q4: 27,240 shares; 2025Q1: 27,048 shares; 2025Q2: 27,603 shares; 2025Q3: 28,295 shares; 2025Q4: 27,610 shares; 2026Q1: 24,987 shares 24,987 $2.12M 0.03% -2,623 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,441 shares; 2025Q4: 78,754 shares; 2026Q1: 43,363 shares 43,363 $2.11M 0.03% -35,391 Timeline XMAR 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: 72,930 shares; 2024Q4: 72,374 shares; 2025Q1: 70,947 shares; 2025Q2: 66,879 shares; 2025Q3: 66,916 shares; 2025Q4: 61,274 shares; 2026Q1: 52,069 shares 52,069 $2.11M 0.03% -9,205 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 6,206 shares; 2025Q1: 6,380 shares; 2025Q2: 6,313 shares; 2025Q3: 6,408 shares; 2025Q4: 10,595 shares; 2026Q1: 10,076 shares 10,076 $2.1M 0.03% -519 Timeline IDMO 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: 34,841 shares; 2025Q4: 37,881 shares; 2026Q1: 37,859 shares 37,859 $2.08M 0.03% -22 Timeline VONV 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: 14,144 shares; 2024Q4: 16,553 shares; 2025Q1: 19,949 shares; 2025Q2: 21,335 shares; 2025Q3: 23,928 shares; 2025Q4: 24,413 shares; 2026Q1: 22,113 shares 22,113 $2.07M 0.03% -2,300 Timeline SPYI 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: 15,619 shares; 2025Q4: 31,950 shares; 2026Q1: 41,935 shares 41,935 $2.07M 0.03% +9,985 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,231 shares; 2024Q4: 44,129 shares; 2025Q1: 42,191 shares; 2025Q2: 38,913 shares; 2025Q3: 37,916 shares; 2025Q4: 38,027 shares; 2026Q1: 34,248 shares 34,248 $2.07M 0.03% -3,779 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,808 shares; 2024Q4: 13,280 shares; 2025Q1: 15,283 shares; 2025Q2: 19,744 shares; 2025Q3: 20,370 shares; 2025Q4: 20,170 shares; 2026Q1: 20,760 shares 20,760 $2.06M 0.03% +590 Timeline FDLO 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: 10,298 shares; 2024Q4: 20,368 shares; 2025Q1: 24,549 shares; 2025Q2: 26,095 shares; 2025Q3: 27,106 shares; 2025Q4: 30,806 shares; 2026Q1: 31,808 shares 31,808 $2.05M 0.03% +1,002 Timeline SMIG 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: 20,407 shares; 2024Q4: 21,204 shares; 2025Q1: 59,887 shares; 2025Q2: 61,265 shares; 2025Q3: 66,983 shares; 2025Q4: 68,639 shares; 2026Q1: 69,996 shares 69,996 $2.05M 0.03% +1,357 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 29,500 shares; 2025Q1: 28,020 shares; 2025Q2: 27,208 shares; 2025Q3: 28,087 shares; 2025Q4: 18,422 shares; 2026Q1: 19,406 shares 19,406 $2.05M 0.03% +984 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,722 shares; 2024Q4: 17,352 shares; 2025Q1: 20,019 shares; 2025Q2: 20,894 shares; 2025Q3: 17,549 shares; 2025Q4: 17,290 shares; 2026Q1: 16,242 shares 16,242 $2.05M 0.03% -1,048 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,510 shares; 2025Q1: 2,647 shares; 2025Q2: 7,191 shares; 2025Q3: 7,989 shares; 2025Q4: 4,371 shares; 2026Q1: 7,526 shares 7,526 $2.04M 0.03% +3,155 Timeline RDVI 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: 50,565 shares; 2024Q4: 54,990 shares; 2025Q1: 57,874 shares; 2025Q2: 65,376 shares; 2025Q3: 44,161 shares; 2025Q4: 44,119 shares; 2026Q1: 79,784 shares 79,784 $2.04M 0.03% +35,665 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,392 shares; 2024Q4: 9,454 shares; 2025Q1: 9,549 shares; 2025Q2: 12,322 shares; 2025Q3: 12,294 shares; 2025Q4: 10,429 shares; 2026Q1: 10,414 shares 10,414 $2.03M 0.03% -15 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,859 shares; 2025Q2: 46,775 shares; 2025Q3: 51,194 shares; 2025Q4: 60,549 shares; 2026Q1: 80,519 shares 80,519 $2.03M 0.03% +19,970 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,524 shares; 2025Q3: 26,727 shares; 2025Q4: 35,120 shares; 2026Q1: 59,988 shares 59,988 $2.03M 0.03% +24,868 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,656 shares; 2024Q4: 19,354 shares; 2025Q1: 25,681 shares; 2025Q2: 41,308 shares; 2025Q3: 40,399 shares; 2025Q4: 40,974 shares; 2026Q1: 38,388 shares 38,388 $2.02M 0.02% -2,586 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,734 shares; 2025Q4: 36,821 shares; 2026Q1: 37,203 shares 37,203 $2.01M 0.02% +382 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,512 shares; 2025Q3: 29,882 shares; 2025Q4: 42,650 shares; 2026Q1: 40,611 shares 40,611 $2.01M 0.02% -2,039 Timeline FTRB 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: 44,168 shares; 2025Q1: 53,779 shares; 2025Q2: 52,844 shares; 2025Q3: 56,168 shares; 2025Q4: 74,017 shares; 2026Q1: 79,254 shares 79,254 $1.99M 0.02% +5,237 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,230 shares; 2024Q4: 51,399 shares; 2025Q1: 46,304 shares; 2025Q2: 19,749 shares; 2025Q3: 19,653 shares; 2025Q4: 19,681 shares; 2026Q1: 15,663 shares 15,663 $1.99M 0.02% -4,018 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 8,127 shares; 2025Q1: 8,975 shares; 2025Q2: 6,778 shares; 2025Q3: 6,755 shares; 2025Q4: 7,242 shares; 2026Q1: 7,474 shares 7,474 $1.99M 0.02% +232 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,432 shares; 2025Q2: 6,709 shares; 2025Q3: not reported; 2025Q4: 45,873 shares; 2026Q1: 38,985 shares 38,985 $1.98M 0.02% -6,888 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,938 shares; 2024Q4: 63,325 shares; 2025Q1: 63,845 shares; 2025Q2: 64,837 shares; 2025Q3: 69,481 shares; 2025Q4: 69,413 shares; 2026Q1: 68,687 shares 68,687 $1.97M 0.02% -726 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,224 shares; 2024Q4: 18,324 shares; 2025Q1: 18,985 shares; 2025Q2: 20,332 shares; 2025Q3: 18,354 shares; 2025Q4: 11,742 shares; 2026Q1: 13,133 shares 13,133 $1.97M 0.02% +1,391 Timeline GSLC 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: 11,341 shares; 2024Q4: 11,693 shares; 2025Q1: 12,130 shares; 2025Q2: 16,103 shares; 2025Q3: 19,543 shares; 2025Q4: 16,015 shares; 2026Q1: 15,625 shares 15,625 $1.96M 0.02% -390 Timeline BGIG 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: 58,738 shares 58,738 $1.95M 0.02% new Timeline PBUS 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: 24,984 shares; 2025Q2: 31,299 shares; 2025Q3: 44,076 shares; 2025Q4: 41,211 shares; 2026Q1: 29,836 shares 29,836 $1.94M 0.02% -11,375 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,363 shares 22,363 $1.94M 0.02% new Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,508 shares; 2025Q3: 71,895 shares; 2025Q4: 72,243 shares; 2026Q1: 66,287 shares 66,287 $1.94M 0.02% -5,956 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 30,768 shares; 2025Q3: 30,583 shares; 2025Q4: 30,307 shares; 2026Q1: 47,435 shares 47,435 $1.93M 0.02% +17,128 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,855 shares; 2024Q4: 52,740 shares; 2025Q1: 35,888 shares; 2025Q2: 23,973 shares; 2025Q3: 21,777 shares; 2025Q4: 21,079 shares; 2026Q1: 24,557 shares 24,557 $1.93M 0.02% +3,478 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,643 shares; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 4,464 shares; 2025Q4: 5,369 shares; 2026Q1: 4,710 shares 4,710 $1.92M 0.02% -659 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,669 shares; 2025Q4: 116,908 shares; 2026Q1: 96,730 shares 96,730 $1.91M 0.02% -20,178 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,699 shares; 2024Q4: 206,508 shares; 2025Q1: 155,029 shares; 2025Q2: 80,814 shares; 2025Q3: 53,177 shares; 2025Q4: 60,069 shares; 2026Q1: 85,224 shares 85,224 $1.9M 0.02% +25,155 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,651 shares; 2026Q1: 13,113 shares 13,113 $1.9M 0.02% +11,462 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 19,913 shares; 2025Q1: 20,800 shares; 2025Q2: 20,462 shares; 2025Q3: 20,414 shares; 2025Q4: 23,634 shares; 2026Q1: 21,398 shares 21,398 $1.9M 0.02% -2,236 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,365 shares; 2025Q3: 9,709 shares; 2025Q4: 9,751 shares; 2026Q1: 13,011 shares 13,011 $1.89M 0.02% +3,260 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,165 shares; 2024Q4: 16,533 shares; 2025Q1: 16,808 shares; 2025Q2: 10,572 shares; 2025Q3: 7,759 shares; 2025Q4: 19,568 shares; 2026Q1: 37,891 shares 37,891 $1.89M 0.02% +18,323 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: 49,887 shares; 2025Q3: 50,842 shares; 2025Q4: 52,856 shares; 2026Q1: 53,332 shares 53,332 $1.88M 0.02% +476 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 2,096 shares; 2025Q1: 2,567 shares; 2025Q2: 2,543 shares; 2025Q3: 2,403 shares; 2025Q4: 2,420 shares; 2026Q1: 8,819 shares 8,819 $1.87M 0.02% +6,399 Timeline IEZ 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: 25,834 shares; 2025Q2: 76,089 shares; 2025Q3: 72,163 shares; 2025Q4: 66,394 shares; 2026Q1: 63,700 shares 63,700 $1.84M 0.02% -2,694 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,445 shares; 2024Q4: 96,832 shares; 2025Q1: 86,081 shares; 2025Q2: 80,383 shares; 2025Q3: 65,493 shares; 2025Q4: 56,610 shares; 2026Q1: 54,751 shares 54,751 $1.84M 0.02% -1,859 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 15,900 shares; 2025Q1: 24,194 shares; 2025Q2: 26,742 shares; 2025Q3: 27,847 shares; 2025Q4: 29,038 shares; 2026Q1: 25,980 shares 25,980 $1.83M 0.02% -3,058 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 7,522 shares; 2025Q1: 9,060 shares; 2025Q2: 5,853 shares; 2025Q3: 6,213 shares; 2025Q4: 8,553 shares; 2026Q1: 6,270 shares 6,270 $1.83M 0.02% -2,283 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 25,171 shares; 2025Q1: 24,561 shares; 2025Q2: 23,830 shares; 2025Q3: 22,517 shares; 2025Q4: 23,219 shares; 2026Q1: 31,205 shares 31,205 $1.82M 0.02% +7,986 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,462 shares; 2025Q1: 7,110 shares; 2025Q2: 6,253 shares; 2025Q3: 6,028 shares; 2025Q4: 5,952 shares; 2026Q1: 5,576 shares 5,576 $1.82M 0.02% -376 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: 2,355 shares; 2025Q2: 2,697 shares; 2025Q3: 2,644 shares; 2025Q4: 2,541 shares; 2026Q1: 9,694 shares 9,694 $1.82M 0.02% +7,153 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 4,620 shares; 2025Q1: 10,213 shares; 2025Q2: 11,401 shares; 2025Q3: 10,619 shares; 2025Q4: 13,324 shares; 2026Q1: 13,404 shares 13,404 $1.82M 0.02% +80 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,426 shares; 2024Q4: 34,293 shares; 2025Q1: 35,143 shares; 2025Q2: 36,314 shares; 2025Q3: 38,668 shares; 2025Q4: 38,644 shares; 2026Q1: 42,217 shares 42,217 $1.82M 0.02% +3,573 Timeline AGGH 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: 18,587 shares; 2024Q4: 21,085 shares; 2025Q1: 81,997 shares; 2025Q2: 63,064 shares; 2025Q3: 64,340 shares; 2025Q4: 67,336 shares; 2026Q1: 89,329 shares 89,329 $1.82M 0.02% +21,993 Timeline SCHB 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: 24,153 shares; 2024Q4: 65,098 shares; 2025Q1: 69,516 shares; 2025Q2: 62,479 shares; 2025Q3: 64,088 shares; 2025Q4: 63,745 shares; 2026Q1: 71,991 shares 71,991 $1.81M 0.02% +8,246 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,136 shares; 2025Q3: 30,455 shares; 2025Q4: 28,549 shares; 2026Q1: 36,406 shares 36,406 $1.81M 0.02% +7,857 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,943 shares; 2024Q4: 44,185 shares; 2025Q1: 43,681 shares; 2025Q2: 39,879 shares; 2025Q3: 42,200 shares; 2025Q4: 39,447 shares; 2026Q1: 35,776 shares 35,776 $1.8M 0.02% -3,671 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 8,328 shares; 2025Q1: 13,700 shares; 2025Q2: 13,692 shares; 2025Q3: 15,929 shares; 2025Q4: 25,223 shares; 2026Q1: 26,199 shares 26,199 $1.78M 0.02% +976 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: 11,518 shares; 2024Q4: 21,941 shares; 2025Q1: 12,220 shares; 2025Q2: 15,915 shares; 2025Q3: 17,603 shares; 2025Q4: 19,089 shares; 2026Q1: 19,025 shares 19,025 $1.78M 0.02% -64 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 18,980 shares; 2025Q1: 18,912 shares; 2025Q2: 27,156 shares; 2025Q3: 29,184 shares; 2025Q4: 29,150 shares; 2026Q1: 31,498 shares 31,498 $1.77M 0.02% +2,348 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,013 shares; 2024Q4: 26,969 shares; 2025Q1: 26,859 shares; 2025Q2: 27,445 shares; 2025Q3: 26,286 shares; 2025Q4: 26,036 shares; 2026Q1: 25,174 shares 25,174 $1.77M 0.02% -862 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,953 shares; 2025Q1: 4,269 shares; 2025Q2: 3,735 shares; 2025Q3: 3,250 shares; 2025Q4: 4,763 shares; 2026Q1: 3,974 shares 3,974 $1.77M 0.02% -789 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: 95,622 shares; 2024Q4: 103,585 shares; 2025Q1: 133,706 shares; 2025Q2: 139,828 shares; 2025Q3: 135,772 shares; 2025Q4: 130,022 shares; 2026Q1: 123,653 shares 123,653 $1.77M 0.02% -6,369 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,741 shares; 2024Q4: 37,666 shares; 2025Q1: 36,788 shares; 2025Q2: 34,123 shares; 2025Q3: 33,207 shares; 2025Q4: 33,128 shares; 2026Q1: 33,924 shares 33,924 $1.76M 0.02% +796 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,165 shares; 2024Q4: 23,708 shares; 2025Q1: 27,386 shares; 2025Q2: 35,693 shares; 2025Q3: 38,277 shares; 2025Q4: 59,471 shares; 2026Q1: 42,901 shares 42,901 $1.75M 0.02% -16,570 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,623 shares; 2025Q4: 32,190 shares; 2026Q1: 45,989 shares 45,989 $1.75M 0.02% +13,799 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 8,805 shares; 2025Q1: 8,906 shares; 2025Q2: 8,843 shares; 2025Q3: 8,155 shares; 2025Q4: 7,460 shares; 2026Q1: 7,295 shares 7,295 $1.75M 0.02% -165 Timeline TUA 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: 19,333 shares; 2024Q4: 20,015 shares; 2025Q1: 30,199 shares; 2025Q2: 57,464 shares; 2025Q3: 58,493 shares; 2025Q4: 60,755 shares; 2026Q1: 82,163 shares 82,163 $1.73M 0.02% +21,408 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,787 shares; 2025Q1: 2,612 shares; 2025Q2: 2,542 shares; 2025Q3: 2,830 shares; 2025Q4: 2,261 shares; 2026Q1: 7,971 shares 7,971 $1.73M 0.02% +5,710 Timeline IWB 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: 3,534 shares; 2024Q4: 5,813 shares; 2025Q1: 3,598 shares; 2025Q2: 3,738 shares; 2025Q3: 3,798 shares; 2025Q4: 7,904 shares; 2026Q1: 4,814 shares 4,814 $1.72M 0.02% -3,090 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 1,367 shares; 2025Q1: 6,573 shares; 2025Q2: 9,319 shares; 2025Q3: 5,460 shares; 2025Q4: 5,386 shares; 2026Q1: 6,836 shares 6,836 $1.71M 0.02% +1,450 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,904 shares; 2024Q4: 33,395 shares; 2025Q1: 45,066 shares; 2025Q2: 50,844 shares; 2025Q3: 50,249 shares; 2025Q4: 49,084 shares; 2026Q1: 62,502 shares 62,502 $1.71M 0.02% +13,418 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,803 shares; 2025Q1: not reported; 2025Q2: 2,934 shares; 2025Q3: 4,110 shares; 2025Q4: 10,270 shares; 2026Q1: 14,464 shares 14,464 $1.71M 0.02% +4,194 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,217 shares; 2025Q1: 29,082 shares; 2025Q2: 31,346 shares; 2025Q3: 28,548 shares; 2025Q4: 34,594 shares; 2026Q1: 34,830 shares 34,830 $1.7M 0.02% +236 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,087 shares; 2025Q4: 20,219 shares; 2026Q1: 91,478 shares 91,478 $1.7M 0.02% +71,259 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,815 shares; 2024Q4: 51,043 shares; 2025Q1: 48,195 shares; 2025Q2: 34,166 shares; 2025Q3: 34,166 shares; 2025Q4: 33,384 shares; 2026Q1: 31,684 shares 31,684 $1.69M 0.02% -1,700 Timeline FDIS 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: 22,084 shares; 2024Q4: 22,181 shares; 2025Q1: 20,752 shares; 2025Q2: 23,118 shares; 2025Q3: 23,016 shares; 2025Q4: 22,627 shares; 2026Q1: 18,136 shares 18,136 $1.69M 0.02% -4,491 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,025 shares; 2024Q4: 20,466 shares; 2025Q1: 23,867 shares; 2025Q2: 11,115 shares; 2025Q3: 10,981 shares; 2025Q4: 12,328 shares; 2026Q1: 18,122 shares 18,122 $1.69M 0.02% +5,794 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,381 shares; 2025Q3: 4,667 shares; 2025Q4: 3,842 shares; 2026Q1: 26,941 shares 26,941 $1.69M 0.02% +23,099 Timeline PYLD 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: 19,634 shares; 2025Q2: 36,531 shares; 2025Q3: 54,388 shares; 2025Q4: 59,336 shares; 2026Q1: 63,937 shares 63,937 $1.68M 0.02% +4,601 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 8,949 shares; 2025Q1: 10,875 shares; 2025Q2: 11,895 shares; 2025Q3: 16,293 shares; 2025Q4: 18,491 shares; 2026Q1: 63,459 shares 63,459 $1.67M 0.02% +44,968 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 8,456 shares; 2025Q1: 8,724 shares; 2025Q2: 8,984 shares; 2025Q3: 8,866 shares; 2025Q4: 8,919 shares; 2026Q1: 8,290 shares 8,290 $1.66M 0.02% -629 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,298 shares 18,298 $1.66M 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,879 shares; 2026Q1: 14,040 shares 14,040 $1.66M 0.02% +8,161 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,195 shares; 2024Q4: 44,895 shares; 2025Q1: 54,767 shares; 2025Q2: 60,724 shares; 2025Q3: 64,995 shares; 2025Q4: 71,591 shares; 2026Q1: 64,681 shares 64,681 $1.66M 0.02% -6,910 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 12,559 shares; 2025Q1: 20,303 shares; 2025Q2: 36,195 shares; 2025Q3: 49,290 shares; 2025Q4: 56,016 shares; 2026Q1: 70,450 shares 70,450 $1.65M 0.02% +14,434 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,373 shares; 2025Q4: 55,462 shares; 2026Q1: 69,423 shares 69,423 $1.65M 0.02% +13,961 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,271 shares; 2025Q1: 25,618 shares; 2025Q2: 31,151 shares; 2025Q3: 26,764 shares; 2025Q4: 23,602 shares; 2026Q1: 24,972 shares 24,972 $1.65M 0.02% +1,370 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,144 shares; 2024Q4: 16,475 shares; 2025Q1: 14,840 shares; 2025Q2: 15,795 shares; 2025Q3: 16,236 shares; 2025Q4: 15,388 shares; 2026Q1: 16,787 shares 16,787 $1.64M 0.02% +1,399 Timeline QDPL 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: 12,237 shares; 2024Q4: 14,368 shares; 2025Q1: 22,528 shares; 2025Q2: 28,515 shares; 2025Q3: 37,712 shares; 2025Q4: 40,789 shares; 2026Q1: 40,774 shares 40,774 $1.64M 0.02% -15 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 5,079 shares; 2025Q1: 7,048 shares; 2025Q2: 9,974 shares; 2025Q3: 7,491 shares; 2025Q4: 9,716 shares; 2026Q1: 10,829 shares 10,829 $1.63M 0.02% +1,113 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,607 shares; 2025Q1: 1,720 shares; 2025Q2: 1,753 shares; 2025Q3: 1,549 shares; 2025Q4: 2,114 shares; 2026Q1: 2,241 shares 2,241 $1.63M 0.02% +127 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,598 shares; 2025Q4: 24,661 shares; 2026Q1: 30,278 shares 30,278 $1.61M 0.02% +5,617 Timeline JMTG 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: 22,256 shares; 2026Q1: 31,584 shares 31,584 $1.61M 0.02% +9,328 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,470 shares; 2024Q4: 101,043 shares; 2025Q1: 102,544 shares; 2025Q2: 95,260 shares; 2025Q3: 99,542 shares; 2025Q4: 97,796 shares; 2026Q1: 89,015 shares 89,015 $1.6M 0.02% -8,781 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 31,059 shares; 2025Q1: 32,870 shares; 2025Q2: 33,283 shares; 2025Q3: 33,325 shares; 2025Q4: 33,350 shares; 2026Q1: 34,201 shares 34,201 $1.6M 0.02% +851 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,923 shares; 2024Q4: 28,620 shares; 2025Q1: 29,611 shares; 2025Q2: 31,710 shares; 2025Q3: 33,081 shares; 2025Q4: 30,520 shares; 2026Q1: 31,389 shares 31,389 $1.59M 0.02% +869 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 23,836 shares; 2025Q1: 36,630 shares; 2025Q2: 45,476 shares; 2025Q3: 42,061 shares; 2025Q4: 43,198 shares; 2026Q1: 50,003 shares 50,003 $1.59M 0.02% +6,805 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,040 shares; 2024Q4: 33,738 shares; 2025Q1: 33,032 shares; 2025Q2: 34,617 shares; 2025Q3: 31,208 shares; 2025Q4: 28,666 shares; 2026Q1: 29,675 shares 29,675 $1.58M 0.02% +1,009 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,469 shares; 2025Q3: 4,540 shares; 2025Q4: 11,277 shares; 2026Q1: 14,205 shares 14,205 $1.57M 0.02% +2,928 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,051 shares; 2024Q4: 27,552 shares; 2025Q1: 32,166 shares; 2025Q2: 29,403 shares; 2025Q3: 28,723 shares; 2025Q4: 29,182 shares; 2026Q1: 30,482 shares 30,482 $1.56M 0.02% +1,300 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,731 shares; 2025Q3: 32,269 shares; 2025Q4: 46,360 shares; 2026Q1: 59,209 shares 59,209 $1.55M 0.02% +12,849 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,757 shares; 2024Q4: 19,502 shares; 2025Q1: 20,723 shares; 2025Q2: 21,154 shares; 2025Q3: 21,561 shares; 2025Q4: 20,578 shares; 2026Q1: 19,754 shares 19,754 $1.55M 0.02% -824 Timeline SNTH 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: not reported; 2026Q1: 59,163 shares 59,163 $1.55M 0.02% new Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,387 shares 62,387 $1.55M 0.02% new Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,415 shares; 2025Q2: 28,935 shares; 2025Q3: 44,411 shares; 2025Q4: 45,317 shares; 2026Q1: 45,876 shares 45,876 $1.55M 0.02% +559 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 12,677 shares; 2025Q1: 14,537 shares; 2025Q2: 14,827 shares; 2025Q3: 13,984 shares; 2025Q4: 14,452 shares; 2026Q1: 15,153 shares 15,153 $1.55M 0.02% +701 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,346 shares; 2024Q4: 44,649 shares; 2025Q1: 42,845 shares; 2025Q2: 38,826 shares; 2025Q3: 38,021 shares; 2025Q4: 36,346 shares; 2026Q1: 35,948 shares 35,948 $1.55M 0.02% -398 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,309 shares; 2024Q4: 48,640 shares; 2025Q1: 59,531 shares; 2025Q2: 25,855 shares; 2025Q3: 21,547 shares; 2025Q4: 30,342 shares; 2026Q1: 42,003 shares 42,003 $1.54M 0.02% +11,661 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,808 shares 51,808 $1.54M 0.02% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,046 shares; 2025Q1: 33,221 shares; 2025Q2: 33,961 shares; 2025Q3: 35,001 shares; 2025Q4: 30,981 shares; 2026Q1: 29,421 shares 29,421 $1.54M 0.02% -1,560 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,998 shares; 2024Q4: 36,483 shares; 2025Q1: 33,405 shares; 2025Q2: 39,765 shares; 2025Q3: 39,698 shares; 2025Q4: 38,758 shares; 2026Q1: 37,857 shares 37,857 $1.54M 0.02% -901 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 4,102 shares; 2025Q1: 2,489 shares; 2025Q2: 4,351 shares; 2025Q3: 7,716 shares; 2025Q4: 8,103 shares; 2026Q1: 7,485 shares 7,485 $1.53M 0.02% -618 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,670 shares; 2025Q2: 39,223 shares; 2025Q3: 62,154 shares; 2025Q4: 109,803 shares; 2026Q1: 107,121 shares 107,121 $1.53M 0.02% -2,682 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,347 shares; 2025Q3: 26,511 shares; 2025Q4: 36,514 shares; 2026Q1: 60,160 shares 60,160 $1.52M 0.02% +23,646 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 4,513 shares; 2025Q2: 8,074 shares; 2025Q3: 15,183 shares; 2025Q4: 9,571 shares; 2026Q1: 10,126 shares 10,126 $1.52M 0.02% +555 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,352 shares; 2024Q4: 31,352 shares; 2025Q1: 26,576 shares; 2025Q2: 27,891 shares; 2025Q3: 27,346 shares; 2025Q4: 27,346 shares; 2026Q1: 26,821 shares 26,821 $1.52M 0.02% -525 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 13,912 shares; 2025Q1: 13,288 shares; 2025Q2: 7,615 shares; 2025Q3: 9,506 shares; 2025Q4: 9,887 shares; 2026Q1: 10,656 shares 10,656 $1.51M 0.02% +769 Timeline MGV 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: 9,801 shares; 2024Q4: 10,113 shares; 2025Q1: 10,465 shares; 2025Q2: 11,118 shares; 2025Q3: 13,257 shares; 2025Q4: 11,822 shares; 2026Q1: 10,396 shares 10,396 $1.51M 0.02% -1,426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,457 shares 38,457 $1.5M 0.02% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,637 shares; 2024Q4: 14,272 shares; 2025Q1: 10,813 shares; 2025Q2: 12,256 shares; 2025Q3: 11,696 shares; 2025Q4: 14,664 shares; 2026Q1: 14,480 shares 14,480 $1.5M 0.02% -184 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: 8,102 shares; 2024Q4: 8,111 shares; 2025Q1: 9,111 shares; 2025Q2: 9,081 shares; 2025Q3: 9,073 shares; 2025Q4: 17,321 shares; 2026Q1: 13,930 shares 13,930 $1.49M 0.02% -3,391 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,645 shares; 2024Q4: 29,689 shares; 2025Q1: 29,967 shares; 2025Q2: 25,431 shares; 2025Q3: 26,192 shares; 2025Q4: 7,202 shares; 2026Q1: 19,884 shares 19,884 $1.48M 0.02% +12,682 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,427 shares; 2024Q4: 13,841 shares; 2025Q1: 14,052 shares; 2025Q2: 10,789 shares; 2025Q3: 10,806 shares; 2025Q4: 10,731 shares; 2026Q1: 6,265 shares 6,265 $1.48M 0.02% -4,466 Timeline GJAN 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: 27,948 shares; 2024Q4: 27,048 shares; 2025Q1: 27,048 shares; 2025Q2: 27,098 shares; 2025Q3: 25,898 shares; 2025Q4: 25,198 shares; 2026Q1: 35,223 shares 35,223 $1.48M 0.02% +10,025 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,820 shares; 2024Q4: 16,221 shares; 2025Q1: 19,231 shares; 2025Q2: 20,280 shares; 2025Q3: 20,265 shares; 2025Q4: 20,930 shares; 2026Q1: 20,273 shares 20,273 $1.47M 0.02% -657 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,214 shares; 2024Q4: 15,214 shares; 2025Q1: 76,986 shares; 2025Q2: 75,227 shares; 2025Q3: 30,153 shares; 2025Q4: 31,653 shares; 2026Q1: 82,302 shares 82,302 $1.47M 0.02% +50,649 Timeline SPAB 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: 59,959 shares; 2024Q4: 60,639 shares; 2025Q1: 60,166 shares; 2025Q2: 62,223 shares; 2025Q3: 57,914 shares; 2025Q4: 57,939 shares; 2026Q1: 57,154 shares 57,154 $1.46M 0.02% -785 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,251 shares; 2026Q1: 27,661 shares 27,661 $1.46M 0.02% -3,590 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 74,491 shares; 2026Q1: 77,298 shares 77,298 $1.46M 0.02% +2,807 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 18,634 shares; 2025Q1: 19,414 shares; 2025Q2: 22,200 shares; 2025Q3: 25,369 shares; 2025Q4: 26,259 shares; 2026Q1: 25,047 shares 25,047 $1.46M 0.02% -1,212 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 25,008 shares; 2025Q1: 24,034 shares; 2025Q2: 23,279 shares; 2025Q3: 22,269 shares; 2025Q4: 21,328 shares; 2026Q1: 21,474 shares 21,474 $1.46M 0.02% +146 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 6,871 shares; 2025Q1: 6,548 shares; 2025Q2: 5,830 shares; 2025Q3: 6,336 shares; 2025Q4: 6,551 shares; 2026Q1: 9,947 shares 9,947 $1.45M 0.02% +3,396 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,673 shares; 2024Q4: 29,105 shares; 2025Q1: 29,120 shares; 2025Q2: 28,087 shares; 2025Q3: 29,224 shares; 2025Q4: 29,569 shares; 2026Q1: 29,320 shares 29,320 $1.45M 0.02% -249 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 10,451 shares; 2025Q1: 10,596 shares; 2025Q2: 10,536 shares; 2025Q3: 11,713 shares; 2025Q4: 10,186 shares; 2026Q1: 22,603 shares 22,603 $1.44M 0.02% +12,417 Timeline FCOM 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: 31,337 shares; 2024Q4: 30,769 shares; 2025Q1: 31,553 shares; 2025Q2: 32,244 shares; 2025Q3: 31,981 shares; 2025Q4: 25,506 shares; 2026Q1: 21,011 shares 21,011 $1.43M 0.02% -4,495 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,668 shares; 2024Q4: 38,408 shares; 2025Q1: 40,760 shares; 2025Q2: 45,936 shares; 2025Q3: 51,795 shares; 2025Q4: 56,032 shares; 2026Q1: 59,964 shares 59,964 $1.43M 0.02% +3,932 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,839 shares; 2025Q1: 2,877 shares; 2025Q2: 2,918 shares; 2025Q3: 2,906 shares; 2025Q4: 2,821 shares; 2026Q1: 4,218 shares 4,218 $1.43M 0.02% +1,397 Timeline EMXC 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: 3,948 shares; 2025Q3: 4,926 shares; 2025Q4: 5,826 shares; 2026Q1: 18,103 shares 18,103 $1.42M 0.02% +12,277 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 747 shares; 2025Q1: 1,124 shares; 2025Q2: 1,301 shares; 2025Q3: 1,299 shares; 2025Q4: 1,266 shares; 2026Q1: 1,447 shares 1,447 $1.42M 0.02% +181 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,262 shares; 2024Q4: 34,803 shares; 2025Q1: 37,792 shares; 2025Q2: 40,202 shares; 2025Q3: 39,703 shares; 2025Q4: 32,205 shares; 2026Q1: 34,035 shares 34,035 $1.42M 0.02% +1,830 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,514 shares; 2025Q3: 29,976 shares; 2025Q4: 36,093 shares; 2026Q1: 43,955 shares 43,955 $1.42M 0.02% +7,862 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,135 shares; 2024Q4: 20,792 shares; 2025Q1: 28,953 shares; 2025Q2: 28,311 shares; 2025Q3: 29,725 shares; 2025Q4: 43,956 shares; 2026Q1: 29,761 shares 29,761 $1.41M 0.02% -14,195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,090 shares; 2025Q3: 43,811 shares; 2025Q4: 43,811 shares; 2026Q1: 43,811 shares 43,811 $1.41M 0.02% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,492 shares; 2024Q4: 160,130 shares; 2025Q1: 137,730 shares; 2025Q2: 172,915 shares; 2025Q3: 171,289 shares; 2025Q4: 174,737 shares; 2026Q1: 166,618 shares 166,618 $1.41M 0.02% -8,119 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 5,466 shares; 2025Q1: 5,214 shares; 2025Q2: 12,155 shares; 2025Q3: 15,048 shares; 2025Q4: 9,542 shares; 2026Q1: 9,190 shares 9,190 $1.41M 0.02% -352 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,183 shares; 2024Q4: 44,916 shares; 2025Q1: 43,593 shares; 2025Q2: 43,782 shares; 2025Q3: 43,555 shares; 2025Q4: 42,308 shares; 2026Q1: 15,206 shares 15,206 $1.4M 0.02% -27,102 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 12,323 shares; 2025Q1: 9,470 shares; 2025Q2: 11,561 shares; 2025Q3: 12,617 shares; 2025Q4: 12,914 shares; 2026Q1: 9,604 shares 9,604 $1.4M 0.02% -3,310 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 5,717 shares; 2025Q1: 6,608 shares; 2025Q2: 6,133 shares; 2025Q3: 8,111 shares; 2025Q4: 6,332 shares; 2026Q1: 4,734 shares 4,734 $1.4M 0.02% -1,598 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 7,110 shares; 2025Q1: 7,738 shares; 2025Q2: 7,750 shares; 2025Q3: 7,483 shares; 2025Q4: 8,387 shares; 2026Q1: 9,261 shares 9,261 $1.4M 0.02% +874 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,593 shares; 2025Q2: 19,561 shares; 2025Q3: 15,181 shares; 2025Q4: 15,953 shares; 2026Q1: 22,379 shares 22,379 $1.4M 0.02% +6,426 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,551 shares; 2024Q4: 113,618 shares; 2025Q1: 114,637 shares; 2025Q2: 114,268 shares; 2025Q3: 93,217 shares; 2025Q4: 75,909 shares; 2026Q1: 73,131 shares 73,131 $1.4M 0.02% -2,778 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,032 shares; 2024Q4: 20,124 shares; 2025Q1: 20,881 shares; 2025Q2: 23,805 shares; 2025Q3: 25,345 shares; 2025Q4: 27,620 shares; 2026Q1: 28,782 shares 28,782 $1.39M 0.02% +1,162 Timeline FFEB 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: 25,096 shares; 2024Q4: 25,096 shares; 2025Q1: 24,216 shares; 2025Q2: 24,216 shares; 2025Q3: 24,216 shares; 2025Q4: 24,216 shares; 2026Q1: 24,766 shares 24,766 $1.38M 0.02% +550 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,801 shares; 2026Q1: 34,948 shares 34,948 $1.37M 0.02% +19,147 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 8,055 shares; 2025Q1: 8,737 shares; 2025Q2: 10,991 shares; 2025Q3: 10,988 shares; 2025Q4: 12,560 shares; 2026Q1: 15,208 shares 15,208 $1.37M 0.02% +2,648 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is 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: 4,239 shares 4,239 $1.37M 0.02% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,237 shares; 2024Q4: 16,105 shares; 2025Q1: 16,341 shares; 2025Q2: 15,791 shares; 2025Q3: 12,263 shares; 2025Q4: 13,743 shares; 2026Q1: 15,437 shares 15,437 $1.37M 0.02% +1,694 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,515 shares; 2024Q4: 14,349 shares; 2025Q1: 14,988 shares; 2025Q2: 19,109 shares; 2025Q3: 20,151 shares; 2025Q4: 21,559 shares; 2026Q1: 22,149 shares 22,149 $1.37M 0.02% +590 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,718 shares 5,718 $1.36M 0.02% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,896 shares; 2024Q4: 85,379 shares; 2025Q1: 78,306 shares; 2025Q2: 79,252 shares; 2025Q3: 77,600 shares; 2025Q4: 76,356 shares; 2026Q1: 71,636 shares 71,636 $1.36M 0.02% -4,720 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 6,448 shares; 2025Q1: 10,229 shares; 2025Q2: 12,287 shares; 2025Q3: 16,788 shares; 2025Q4: 14,498 shares; 2026Q1: 17,680 shares 17,680 $1.35M 0.02% +3,182 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,906 shares; 2024Q4: 22,380 shares; 2025Q1: 25,197 shares; 2025Q2: 25,601 shares; 2025Q3: 21,691 shares; 2025Q4: 20,467 shares; 2026Q1: 20,274 shares 20,274 $1.35M 0.02% -193 Timeline TRFM 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: 21,169 shares; 2024Q4: 29,047 shares; 2025Q1: 30,107 shares; 2025Q2: 28,607 shares; 2025Q3: 28,760 shares; 2025Q4: 27,858 shares; 2026Q1: 28,965 shares 28,965 $1.35M 0.02% +1,107 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 18,525 shares; 2025Q1: 20,070 shares; 2025Q2: 22,771 shares; 2025Q3: 31,915 shares; 2025Q4: 41,846 shares; 2026Q1: 46,064 shares 46,064 $1.34M 0.02% +4,218 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,008 shares; 2025Q4: 2,355 shares; 2026Q1: 2,256 shares 2,256 $1.34M 0.02% -99 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 3,766 shares; 2026Q1: 4,876 shares 4,876 $1.33M 0.02% +1,110 Timeline BSCT 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: 10,559 shares; 2024Q4: 10,223 shares; 2025Q1: 46,833 shares; 2025Q2: 69,276 shares; 2025Q3: 66,694 shares; 2025Q4: 71,473 shares; 2026Q1: 71,362 shares 71,362 $1.33M 0.02% -111 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 4,986 shares; 2025Q1: 4,929 shares; 2025Q2: 4,894 shares; 2025Q3: 4,772 shares; 2025Q4: 9,920 shares; 2026Q1: 6,711 shares 6,711 $1.33M 0.02% -3,209 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,329 shares; 2024Q4: 47,376 shares; 2025Q1: 48,934 shares; 2025Q2: 65,950 shares; 2025Q3: 51,703 shares; 2025Q4: 52,517 shares; 2026Q1: 77,058 shares 77,058 $1.33M 0.02% +24,541 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,614 shares; 2025Q2: 61,618 shares; 2025Q3: 63,877 shares; 2025Q4: 69,675 shares; 2026Q1: 64,499 shares 64,499 $1.33M 0.02% -5,176 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 5,314 shares; 2025Q1: 5,303 shares; 2025Q2: 4,944 shares; 2025Q3: 4,942 shares; 2025Q4: 10,033 shares; 2026Q1: 10,902 shares 10,902 $1.33M 0.02% +869 Timeline USMV 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: 15,755 shares; 2024Q4: 15,078 shares; 2025Q1: 15,010 shares; 2025Q2: 14,790 shares; 2025Q3: 15,758 shares; 2025Q4: 15,238 shares; 2026Q1: 14,258 shares 14,258 $1.32M 0.02% -980 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,462 shares; 2024Q4: 41,021 shares; 2025Q1: 45,178 shares; 2025Q2: 41,676 shares; 2025Q3: 40,239 shares; 2025Q4: 56,308 shares; 2026Q1: 57,666 shares 57,666 $1.32M 0.02% +1,358 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,161 shares; 2025Q1: 26,957 shares; 2025Q2: 27,069 shares; 2025Q3: 27,312 shares; 2025Q4: 27,609 shares; 2026Q1: 31,897 shares 31,897 $1.32M 0.02% +4,288 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,624 shares; 2025Q2: 9,893 shares; 2025Q3: 13,507 shares; 2025Q4: 12,606 shares; 2026Q1: 11,960 shares 11,960 $1.32M 0.02% -646 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,976 shares; 2025Q4: 21,911 shares; 2026Q1: 21,086 shares 21,086 $1.32M 0.02% -825 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,371 shares; 2024Q4: 71,557 shares; 2025Q1: 70,015 shares; 2025Q2: 71,772 shares; 2025Q3: 85,071 shares; 2025Q4: 106,344 shares; 2026Q1: 102,633 shares 102,633 $1.31M 0.02% -3,711 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 13,271 shares; 2025Q1: 13,340 shares; 2025Q2: 11,883 shares; 2025Q3: 10,287 shares; 2025Q4: 6,694 shares; 2026Q1: 5,395 shares 5,395 $1.31M 0.02% -1,299 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,083 shares; 2025Q1: 5,083 shares; 2025Q2: 5,083 shares; 2025Q3: 5,000 shares; 2025Q4: 5,715 shares; 2026Q1: 15,660 shares 15,660 $1.31M 0.02% +9,945 Timeline VDC 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: 4,697 shares; 2024Q4: 4,489 shares; 2025Q1: 4,260 shares; 2025Q2: 4,653 shares; 2025Q3: 5,300 shares; 2025Q4: 5,615 shares; 2026Q1: 5,818 shares 5,818 $1.31M 0.02% +203 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS 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: 70,054 shares; 2025Q4: 87,762 shares; 2026Q1: 71,765 shares 71,765 $1.31M 0.02% -15,997 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 22,123 shares; 2025Q1: 25,399 shares; 2025Q2: 26,605 shares; 2025Q3: 27,485 shares; 2025Q4: 42,876 shares; 2026Q1: 41,367 shares 41,367 $1.3M 0.02% -1,509 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,377 shares; 2025Q4: 9,006 shares; 2026Q1: 11,016 shares 11,016 $1.29M 0.02% +2,010 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,868 shares; 2024Q4: 29,728 shares; 2025Q1: 26,225 shares; 2025Q2: 35,937 shares; 2025Q3: 26,516 shares; 2025Q4: 22,732 shares; 2026Q1: 22,335 shares 22,335 $1.29M 0.02% -397 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,690 shares; 2024Q4: 26,581 shares; 2025Q1: 28,719 shares; 2025Q2: 28,757 shares; 2025Q3: 28,284 shares; 2025Q4: 26,509 shares; 2026Q1: 25,581 shares 25,581 $1.29M 0.02% -928 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,554 shares; 2024Q4: 31,819 shares; 2025Q1: 22,020 shares; 2025Q2: 12,896 shares; 2025Q3: 10,387 shares; 2025Q4: 11,831 shares; 2026Q1: 13,510 shares 13,510 $1.28M 0.02% +1,679 Timeline BSCU 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: 45,075 shares; 2025Q2: 78,826 shares; 2025Q3: 72,483 shares; 2025Q4: 78,130 shares; 2026Q1: 76,562 shares 76,562 $1.28M 0.02% -1,568 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: 8,775 shares; 2024Q4: 9,375 shares; 2025Q1: 9,400 shares; 2025Q2: 9,423 shares; 2025Q3: 18,415 shares; 2025Q4: 20,136 shares; 2026Q1: 18,243 shares 18,243 $1.28M 0.02% -1,893 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 13,953 shares; 2025Q1: 15,199 shares; 2025Q2: 14,261 shares; 2025Q3: 11,206 shares; 2025Q4: 10,929 shares; 2026Q1: 15,655 shares 15,655 $1.28M 0.02% +4,726 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,577 shares; 2025Q2: 74,073 shares; 2025Q3: 77,327 shares; 2025Q4: 83,022 shares; 2026Q1: 77,145 shares 77,145 $1.27M 0.02% -5,877 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,550 shares; 2025Q4: 8,086 shares; 2026Q1: 7,850 shares 7,850 $1.26M 0.02% -236 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 7,329 shares; 2025Q1: 7,828 shares; 2025Q2: 5,158 shares; 2025Q3: 4,967 shares; 2025Q4: 7,182 shares; 2026Q1: 14,962 shares 14,962 $1.26M 0.02% +7,780 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,731 shares; 2024Q4: 28,258 shares; 2025Q1: 26,415 shares; 2025Q2: 29,636 shares; 2025Q3: 29,789 shares; 2025Q4: 32,407 shares; 2026Q1: 58,493 shares 58,493 $1.26M 0.02% +26,086 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 10,394 shares; 2025Q1: 10,851 shares; 2025Q2: 11,123 shares; 2025Q3: 11,198 shares; 2025Q4: 10,956 shares; 2026Q1: 11,136 shares 11,136 $1.26M 0.02% +180 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,418 shares; 2026Q1: 10,914 shares 10,914 $1.26M 0.02% +1,496 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,291 shares; 2024Q4: 50,893 shares; 2025Q1: 49,454 shares; 2025Q2: 49,460 shares; 2025Q3: 49,741 shares; 2025Q4: 30,232 shares; 2026Q1: 32,277 shares 32,277 $1.25M 0.02% +2,045 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: 14,950 shares; 2025Q2: 18,994 shares; 2025Q3: 27,884 shares; 2025Q4: 28,556 shares; 2026Q1: 34,361 shares 34,361 $1.25M 0.02% +5,805 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,435 shares; 2025Q1: 6,365 shares; 2025Q2: 6,233 shares; 2025Q3: 6,288 shares; 2025Q4: 6,370 shares; 2026Q1: 6,390 shares 6,390 $1.25M 0.02% +20 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,911 shares; 2024Q4: 20,737 shares; 2025Q1: 20,824 shares; 2025Q2: 20,816 shares; 2025Q3: 20,404 shares; 2025Q4: 18,279 shares; 2026Q1: 17,509 shares 17,509 $1.25M 0.02% -770 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 2,254 shares; 2026Q1: 2,292 shares 2,292 $1.24M 0.02% +38 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,899 shares; 2026Q1: 3,653 shares 3,653 $1.24M 0.02% -246 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,390 shares; 2025Q2: 54,073 shares; 2025Q3: 56,510 shares; 2025Q4: 60,824 shares; 2026Q1: 58,521 shares 58,521 $1.24M 0.02% -2,303 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,786 shares; 2025Q3: 28,474 shares; 2025Q4: 31,288 shares; 2026Q1: 34,268 shares 34,268 $1.23M 0.02% +2,980 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 4,849 shares; 2025Q1: 6,483 shares; 2025Q2: 7,174 shares; 2025Q3: 6,446 shares; 2025Q4: 17,327 shares; 2026Q1: 16,862 shares 16,862 $1.23M 0.02% -465 Timeline GSEP 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: 14,925 shares; 2024Q4: 14,925 shares; 2025Q1: 15,425 shares; 2025Q2: 15,425 shares; 2025Q3: 23,485 shares; 2025Q4: 32,140 shares; 2026Q1: 32,140 shares 32,140 $1.22M 0.02% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 5,980 shares; 2025Q1: 8,461 shares; 2025Q2: 7,944 shares; 2025Q3: 7,676 shares; 2025Q4: 8,615 shares; 2026Q1: 8,707 shares 8,707 $1.22M 0.02% +92 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 9,636 shares; 2025Q1: 11,576 shares; 2025Q2: 8,159 shares; 2025Q3: 4,503 shares; 2025Q4: 6,392 shares; 2026Q1: 5,873 shares 5,873 $1.22M 0.02% -519 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 15,750 shares; 2025Q1: 37,773 shares; 2025Q2: 46,705 shares; 2025Q3: 51,955 shares; 2025Q4: 60,039 shares; 2026Q1: 112,084 shares 112,084 $1.21M 0.01% +52,045 Timeline PTLC 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: 30,239 shares; 2024Q4: 32,667 shares; 2025Q1: 39,111 shares; 2025Q2: 31,286 shares; 2025Q3: 30,832 shares; 2025Q4: 30,856 shares; 2026Q1: 23,153 shares 23,153 $1.21M 0.01% -7,703 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: 3,962 shares; 2024Q4: 8,781 shares; 2025Q1: 9,337 shares; 2025Q2: 9,350 shares; 2025Q3: 9,111 shares; 2025Q4: 8,844 shares; 2026Q1: 9,457 shares 9,457 $1.21M 0.01% +613 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 6,365 shares; 2025Q1: 6,534 shares; 2025Q2: 6,812 shares; 2025Q3: 6,212 shares; 2025Q4: 6,561 shares; 2026Q1: 7,176 shares 7,176 $1.21M 0.01% +615 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,795 shares; 2024Q4: 127,078 shares; 2025Q1: 122,372 shares; 2025Q2: 122,044 shares; 2025Q3: 112,099 shares; 2025Q4: 115,487 shares; 2026Q1: 111,144 shares 111,144 $1.21M 0.01% -4,343 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,853 shares; 2025Q1: 5,229 shares; 2025Q2: 4,019 shares; 2025Q3: 4,520 shares; 2025Q4: 4,410 shares; 2026Q1: 3,050 shares 3,050 $1.21M 0.01% -1,360 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,736 shares; 2024Q4: 22,231 shares; 2025Q1: 11,178 shares; 2025Q2: 14,029 shares; 2025Q3: 13,087 shares; 2025Q4: 18,268 shares; 2026Q1: 30,309 shares 30,309 $1.2M 0.01% +12,041 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,374 shares; 2025Q3: 2,045 shares; 2025Q4: 2,291 shares; 2026Q1: 3,715 shares 3,715 $1.2M 0.01% +1,424 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,534 shares; 2025Q1: 10,342 shares; 2025Q2: 10,368 shares; 2025Q3: 10,437 shares; 2025Q4: 10,449 shares; 2026Q1: 10,135 shares 10,135 $1.19M 0.01% -314 Timeline FENY 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: 161,272 shares; 2024Q4: 68,362 shares; 2025Q1: 35,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,981 shares; 2026Q1: 34,974 shares 34,974 $1.19M 0.01% +5,993 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,624 shares; 2025Q2: 4,700 shares; 2025Q3: 4,738 shares; 2025Q4: 11,022 shares; 2026Q1: 11,143 shares 11,143 $1.19M 0.01% +121 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,355 shares 8,355 $1.19M 0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 9,038 shares; 2025Q1: 9,765 shares; 2025Q2: 9,409 shares; 2025Q3: 16,718 shares; 2025Q4: 17,198 shares; 2026Q1: 15,820 shares 15,820 $1.19M 0.01% -1,378 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,960 shares; 2025Q1: 5,327 shares; 2025Q2: 4,969 shares; 2025Q3: 5,287 shares; 2025Q4: 6,039 shares; 2026Q1: 5,414 shares 5,414 $1.19M 0.01% -625 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 17,364 shares; 2025Q1: 23,707 shares; 2025Q2: 26,867 shares; 2025Q3: 26,246 shares; 2025Q4: 24,220 shares; 2026Q1: 24,147 shares 24,147 $1.17M 0.01% -73 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 8,944 shares; 2025Q1: 10,513 shares; 2025Q2: 10,630 shares; 2025Q3: 10,413 shares; 2025Q4: 10,068 shares; 2026Q1: 10,572 shares 10,572 $1.17M 0.01% +504 Timeline IPKW 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: 52,322 shares; 2025Q2: 57,762 shares; 2025Q3: 51,472 shares; 2025Q4: 53,994 shares; 2026Q1: 20,734 shares 20,734 $1.17M 0.01% -33,260 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,304 shares; 2025Q1: 40,781 shares; 2025Q2: 50,981 shares; 2025Q3: 51,530 shares; 2025Q4: 43,177 shares; 2026Q1: 43,963 shares 43,963 $1.17M 0.01% +786 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,966 shares; 2024Q4: 31,877 shares; 2025Q1: 31,287 shares; 2025Q2: 32,255 shares; 2025Q3: 32,144 shares; 2025Q4: 26,216 shares; 2026Q1: 29,886 shares 29,886 $1.17M 0.01% +3,670 Timeline VGSH 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: 70,731 shares; 2024Q4: 24,745 shares; 2025Q1: 23,273 shares; 2025Q2: 19,318 shares; 2025Q3: 13,976 shares; 2025Q4: 20,706 shares; 2026Q1: 19,859 shares 19,859 $1.16M 0.01% -847 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 985 shares; 2025Q1: 1,328 shares; 2025Q2: 1,147 shares; 2025Q3: 955 shares; 2025Q4: 1,842 shares; 2026Q1: 1,973 shares 1,973 $1.16M 0.01% +131 Timeline MODL 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: not reported; 2025Q3: 4,639 shares; 2025Q4: 15,165 shares; 2026Q1: 25,702 shares 25,702 $1.15M 0.01% +10,537 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,376 shares; 2025Q1: 2,065 shares; 2025Q2: 2,630 shares; 2025Q3: 3,107 shares; 2025Q4: 2,913 shares; 2026Q1: 5,848 shares 5,848 $1.15M 0.01% +2,935 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 6,076 shares; 2025Q1: 8,573 shares; 2025Q2: 7,941 shares; 2025Q3: 7,341 shares; 2025Q4: 7,188 shares; 2026Q1: 7,356 shares 7,356 $1.14M 0.01% +168 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: 18,625 shares; 2024Q4: 18,779 shares; 2025Q1: 19,319 shares; 2025Q2: 19,396 shares; 2025Q3: 19,309 shares; 2025Q4: 19,323 shares; 2026Q1: 19,843 shares 19,843 $1.14M 0.01% +520 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 4,005 shares; 2025Q1: 3,038 shares; 2025Q2: 1,347 shares; 2025Q3: 1,064 shares; 2025Q4: 976 shares; 2026Q1: 986 shares 986 $1.14M 0.01% +10 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,877 shares; 2024Q4: 81,673 shares; 2025Q1: 76,260 shares; 2025Q2: 75,243 shares; 2025Q3: 103,391 shares; 2025Q4: 73,382 shares; 2026Q1: 58,915 shares 58,915 $1.14M 0.01% -14,467 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: not reported; 2024Q4: 1,186 shares; 2025Q1: 6,053 shares; 2025Q2: 6,821 shares; 2025Q3: 5,834 shares; 2025Q4: 4,905 shares; 2026Q1: 3,629 shares 3,629 $1.14M 0.01% -1,276 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 35,354 shares; 2025Q3: 35,729 shares; 2025Q4: 34,569 shares; 2026Q1: 31,565 shares 31,565 $1.14M 0.01% -3,004 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: 38,093 shares; 2025Q3: 38,093 shares; 2025Q4: 38,093 shares; 2026Q1: 38,093 shares 38,093 $1.14M 0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,573 shares; 2025Q1: 1,852 shares; 2025Q2: 1,879 shares; 2025Q3: 6,348 shares; 2025Q4: 6,803 shares; 2026Q1: 5,624 shares 5,624 $1.13M 0.01% -1,179 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,280 shares 39,280 $1.13M 0.01% new Timeline ARTY 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: not reported; 2026Q1: 24,341 shares 24,341 $1.13M 0.01% new Timeline FMB 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: 15,038 shares; 2024Q4: 14,452 shares; 2025Q1: 20,045 shares; 2025Q2: 21,318 shares; 2025Q3: 22,524 shares; 2025Q4: 22,168 shares; 2026Q1: 22,355 shares 22,355 $1.13M 0.01% +187 Timeline IVLU 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: 7,682 shares; 2025Q2: 18,538 shares; 2025Q3: 18,657 shares; 2025Q4: 21,950 shares; 2026Q1: 28,472 shares 28,472 $1.13M 0.01% +6,522 Timeline GCOW 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: 55,456 shares; 2025Q2: 62,869 shares; 2025Q3: 64,412 shares; 2025Q4: 66,433 shares; 2026Q1: 24,387 shares 24,387 $1.13M 0.01% -42,046 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,469 shares; 2024Q4: 17,208 shares; 2025Q1: 16,707 shares; 2025Q2: 16,825 shares; 2025Q3: 34,262 shares; 2025Q4: 40,898 shares; 2026Q1: 48,613 shares 48,613 $1.12M 0.01% +7,715 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: 3,898 shares; 2025Q1: 4,505 shares; 2025Q2: 4,070 shares; 2025Q3: 3,746 shares; 2025Q4: 3,849 shares; 2026Q1: 10,523 shares 10,523 $1.12M 0.01% +6,674 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 2,147 shares; 2025Q1: 2,184 shares; 2025Q2: 2,223 shares; 2025Q3: 2,396 shares; 2025Q4: 8,541 shares; 2026Q1: 8,516 shares 8,516 $1.12M 0.01% -25 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,756 shares; 2025Q1: 13,783 shares; 2025Q2: 15,001 shares; 2025Q3: 14,976 shares; 2025Q4: 14,260 shares; 2026Q1: 14,260 shares 14,260 $1.11M 0.01% 0 Timeline GLOW 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: not reported; 2025Q3: not reported; 2025Q4: 34,536 shares; 2026Q1: 36,835 shares 36,835 $1.11M 0.01% +2,299 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,677 shares; 2025Q1: 10,044 shares; 2025Q2: 9,746 shares; 2025Q3: 9,813 shares; 2025Q4: 9,727 shares; 2026Q1: 9,117 shares 9,117 $1.11M 0.01% -610 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,937 shares; 2026Q1: 27,856 shares 27,856 $1.11M 0.01% +13,919 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 6,203 shares; 2025Q1: 6,215 shares; 2025Q2: 6,225 shares; 2025Q3: 9,866 shares; 2025Q4: 10,307 shares; 2026Q1: 9,107 shares 9,107 $1.1M 0.01% -1,200 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,356 shares; 2026Q1: 11,320 shares 11,320 $1.1M 0.01% -2,036 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,454 shares; 2025Q2: 12,331 shares; 2025Q3: 40,297 shares; 2025Q4: 54,347 shares; 2026Q1: 62,885 shares 62,885 $1.1M 0.01% +8,538 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,717 shares; 2025Q4: 11,113 shares; 2026Q1: 35,922 shares 35,922 $1.1M 0.01% +24,809 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 10,454 shares; 2025Q1: 9,693 shares; 2025Q2: 8,574 shares; 2025Q3: 7,984 shares; 2025Q4: 6,940 shares; 2026Q1: 6,023 shares 6,023 $1.1M 0.01% -917 Timeline ARKW 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: 7,240 shares; 2024Q4: 4,540 shares; 2025Q1: 4,159 shares; 2025Q2: 3,548 shares; 2025Q3: 3,504 shares; 2025Q4: 7,480 shares; 2026Q1: 9,033 shares 9,033 $1.09M 0.01% +1,553 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,978 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,956 shares 27,956 $1.09M 0.01% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 7,587 shares; 2025Q1: 7,341 shares; 2025Q2: 7,991 shares; 2025Q3: 6,247 shares; 2025Q4: 8,600 shares; 2026Q1: 16,574 shares 16,574 $1.09M 0.01% +7,974 Timeline GOVI 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: 41,528 shares; 2025Q2: 56,668 shares; 2025Q3: 77,701 shares; 2025Q4: 73,281 shares; 2026Q1: 39,876 shares 39,876 $1.09M 0.01% -33,405 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,206 shares; 2025Q2: 30,270 shares; 2025Q3: 25,436 shares; 2025Q4: 25,766 shares; 2026Q1: 27,927 shares 27,927 $1.09M 0.01% +2,161 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 12,281 shares; 2025Q1: 12,915 shares; 2025Q2: 11,893 shares; 2025Q3: 20,425 shares; 2025Q4: 13,290 shares; 2026Q1: 12,273 shares 12,273 $1.09M 0.01% -1,017 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,723 shares; 2025Q1: 18,389 shares; 2025Q2: 14,161 shares; 2025Q3: 14,577 shares; 2025Q4: 51,786 shares; 2026Q1: 54,023 shares 54,023 $1.08M 0.01% +2,237 Timeline HEFA 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: 21,507 shares; 2024Q4: 15,951 shares; 2025Q1: 33,531 shares; 2025Q2: 57,296 shares; 2025Q3: 49,869 shares; 2025Q4: 45,006 shares; 2026Q1: 25,488 shares 25,488 $1.08M 0.01% -19,518 Timeline IBMP 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: 9,031 shares; 2025Q3: 11,553 shares; 2025Q4: 23,291 shares; 2026Q1: 42,537 shares 42,537 $1.08M 0.01% +19,246 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 5,084 shares; 2025Q1: 7,097 shares; 2025Q2: 7,878 shares; 2025Q3: 7,088 shares; 2025Q4: 11,315 shares; 2026Q1: 9,708 shares 9,708 $1.08M 0.01% -1,607 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,474 shares; 2025Q3: 11,712 shares; 2025Q4: 21,032 shares; 2026Q1: 23,889 shares 23,889 $1.08M 0.01% +2,857 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,484 shares; 2026Q1: 44,021 shares 44,021 $1.08M 0.01% +1,537 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,969 shares; 2025Q3: 5,810 shares; 2025Q4: 8,519 shares; 2026Q1: 17,265 shares 17,265 $1.08M 0.01% +8,746 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,710 shares; 2024Q4: 31,204 shares; 2025Q1: 28,177 shares; 2025Q2: 25,236 shares; 2025Q3: 19,309 shares; 2025Q4: 15,048 shares; 2026Q1: 11,667 shares 11,667 $1.07M 0.01% -3,381 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,370 shares; 2025Q1: 39,370 shares; 2025Q2: 20,459 shares; 2025Q3: 20,415 shares; 2025Q4: 37,022 shares; 2026Q1: 37,022 shares 37,022 $1.07M 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 12,546 shares; 2025Q1: 13,392 shares; 2025Q2: 12,621 shares; 2025Q3: 12,663 shares; 2025Q4: 12,572 shares; 2026Q1: 13,131 shares 13,131 $1.07M 0.01% +559 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,285 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,527 shares 18,527 $1.07M 0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,672 shares; 2024Q4: 60,098 shares; 2025Q1: 54,173 shares; 2025Q2: 48,354 shares; 2025Q3: 48,424 shares; 2025Q4: 44,082 shares; 2026Q1: 43,892 shares 43,892 $1.07M 0.01% -190 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,460 shares; 2025Q3: 4,471 shares; 2025Q4: 4,390 shares; 2026Q1: 4,013 shares 4,013 $1.07M 0.01% -377 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,292 shares; 2025Q4: 8,013 shares; 2026Q1: 7,866 shares 7,866 $1.07M 0.01% -147 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 8,743 shares; 2025Q1: 7,944 shares; 2025Q2: 8,666 shares; 2025Q3: 5,911 shares; 2025Q4: 4,797 shares; 2026Q1: 4,733 shares 4,733 $1.06M 0.01% -64 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 34,794 shares; 2025Q1: 37,704 shares; 2025Q2: 43,692 shares; 2025Q3: 11,847 shares; 2025Q4: 12,108 shares; 2026Q1: 12,552 shares 12,552 $1.06M 0.01% +444 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 10,538 shares; 2025Q1: 11,191 shares; 2025Q2: 11,193 shares; 2025Q3: 10,996 shares; 2025Q4: 11,000 shares; 2026Q1: 11,096 shares 11,096 $1.06M 0.01% +96 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,681 shares; 2024Q4: 17,181 shares; 2025Q1: 59,756 shares; 2025Q2: 68,376 shares; 2025Q3: 58,667 shares; 2025Q4: 69,904 shares; 2026Q1: 66,392 shares 66,392 $1.05M 0.01% -3,512 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,543 shares; 2024Q4: 22,168 shares; 2025Q1: 23,696 shares; 2025Q2: 21,705 shares; 2025Q3: 23,082 shares; 2025Q4: 21,125 shares; 2026Q1: 17,487 shares 17,487 $1.05M 0.01% -3,638 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 3,180 shares; 2025Q1: 2,024 shares; 2025Q2: 5,500 shares; 2025Q3: 1,722 shares; 2025Q4: 5,300 shares; 2026Q1: 4,259 shares 4,259 $1.05M 0.01% -1,041 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 8,084 shares; 2025Q1: 8,077 shares; 2025Q2: 10,083 shares; 2025Q3: 10,189 shares; 2025Q4: 10,485 shares; 2026Q1: 9,945 shares 9,945 $1.05M 0.01% -540 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: 2,776 shares; 2025Q4: 6,054 shares; 2026Q1: 6,043 shares 6,043 $1.05M 0.01% -11 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is 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: 2,202 shares 2,202 $1.05M 0.01% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,216 shares 14,216 $1.04M 0.01% new Timeline SKYY 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: 8,730 shares; 2024Q4: 8,913 shares; 2025Q1: 9,975 shares; 2025Q2: 9,632 shares; 2025Q3: 9,829 shares; 2025Q4: 9,567 shares; 2026Q1: 9,543 shares 9,543 $1.04M 0.01% -24 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,714 shares; 2024Q4: 14,739 shares; 2025Q1: 14,735 shares; 2025Q2: 14,209 shares; 2025Q3: 14,044 shares; 2025Q4: 14,387 shares; 2026Q1: 15,690 shares 15,690 $1.04M 0.01% +1,303 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,826 shares; 2025Q1: 1,423 shares; 2025Q2: 1,652 shares; 2025Q3: 1,329 shares; 2025Q4: 1,243 shares; 2026Q1: 755 shares 755 $1.04M 0.01% -488 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,976 shares; 2024Q4: 43,807 shares; 2025Q1: 44,922 shares; 2025Q2: 52,664 shares; 2025Q3: 53,221 shares; 2025Q4: 53,641 shares; 2026Q1: 54,363 shares 54,363 $1.03M 0.01% +722 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 2,558 shares; 2025Q4: 7,972 shares; 2026Q1: 13,457 shares 13,457 $1.03M 0.01% +5,485 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,526 shares; 2024Q4: 25,480 shares; 2025Q1: 25,460 shares; 2025Q2: 22,042 shares; 2025Q3: 21,171 shares; 2025Q4: 20,337 shares; 2026Q1: 22,491 shares 22,491 $1.03M 0.01% +2,154 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 3,659 shares; 2025Q3: 10,764 shares; 2025Q4: 10,249 shares; 2026Q1: 7,841 shares 7,841 $1.03M 0.01% -2,408 Timeline VPU 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: 4,477 shares; 2024Q4: 4,657 shares; 2025Q1: 4,614 shares; 2025Q2: 4,946 shares; 2025Q3: 4,962 shares; 2025Q4: 5,411 shares; 2026Q1: 5,177 shares 5,177 $1.03M 0.01% -234 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,531 shares; 2024Q4: 21,422 shares; 2025Q1: 16,172 shares; 2025Q2: 14,527 shares; 2025Q3: 14,947 shares; 2025Q4: 20,731 shares; 2026Q1: 20,426 shares 20,426 $1.02M 0.01% -305 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS 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: 23,076 shares; 2025Q4: 23,970 shares; 2026Q1: 24,242 shares 24,242 $1.02M 0.01% +272 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,895 shares; 2025Q1: 1,962 shares; 2025Q2: 1,954 shares; 2025Q3: 1,915 shares; 2025Q4: 1,911 shares; 2026Q1: 2,838 shares 2,838 $1.02M 0.01% +927 Timeline GCC 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: 31,114 shares; 2024Q4: 31,530 shares; 2025Q1: 38,803 shares; 2025Q2: 41,006 shares; 2025Q3: 36,930 shares; 2025Q4: 36,631 shares; 2026Q1: 42,476 shares 42,476 $1.02M 0.01% +5,845 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,292 shares; 2025Q2: 34,346 shares; 2025Q3: 27,289 shares; 2025Q4: 27,387 shares; 2026Q1: 27,684 shares 27,684 $1.01M 0.01% +297 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 7,212 shares; 2025Q1: 8,559 shares; 2025Q2: 9,412 shares; 2025Q3: 9,502 shares; 2025Q4: 6,340 shares; 2026Q1: 4,370 shares 4,370 $1.01M 0.01% -1,970 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,665 shares; 2024Q4: 15,858 shares; 2025Q1: 14,634 shares; 2025Q2: 17,051 shares; 2025Q3: 16,840 shares; 2025Q4: 20,954 shares; 2026Q1: 21,813 shares 21,813 $1.01M 0.01% +859 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,069 shares; 2025Q3: 9,572 shares; 2025Q4: 14,558 shares; 2026Q1: 9,870 shares 9,870 $1.01M 0.01% -4,688 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 6,906 shares; 2025Q1: 16,316 shares; 2025Q2: 25,044 shares; 2025Q3: 20,333 shares; 2025Q4: 23,292 shares; 2026Q1: 27,900 shares 27,900 $1.01M 0.01% +4,608 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,144 shares; 2024Q4: 150,120 shares; 2025Q1: 154,617 shares; 2025Q2: 150,460 shares; 2025Q3: 169,880 shares; 2025Q4: 170,080 shares; 2026Q1: 180,994 shares 180,994 $1M 0.01% +10,914 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,065 shares; 2024Q4: 14,215 shares; 2025Q1: 16,749 shares; 2025Q2: 9,129 shares; 2025Q3: 11,153 shares; 2025Q4: 12,922 shares; 2026Q1: 19,841 shares 19,841 $1M 0.01% +6,919 Timeline SSRM SSR MINING IN More: the full row for SSR MINING 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: 15,046 shares; 2025Q4: 41,049 shares; 2026Q1: 33,990 shares 33,990 $999K 0.01% -7,059 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,318 shares; 2024Q4: 27,454 shares; 2025Q1: 27,968 shares; 2025Q2: 25,420 shares; 2025Q3: 25,615 shares; 2025Q4: 25,469 shares; 2026Q1: 26,040 shares 26,040 $995K 0.01% +571 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,031 shares; 2025Q3: 9,552 shares; 2025Q4: 21,589 shares; 2026Q1: 38,886 shares 38,886 $993K 0.01% +17,297 Timeline FIXD 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: 50,540 shares; 2024Q4: 31,375 shares; 2025Q1: 26,274 shares; 2025Q2: 25,559 shares; 2025Q3: 26,881 shares; 2025Q4: 27,510 shares; 2026Q1: 22,755 shares 22,755 $992K 0.01% -4,755 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,942 shares; 2024Q4: 58,604 shares; 2025Q1: 53,794 shares; 2025Q2: 46,209 shares; 2025Q3: 49,095 shares; 2025Q4: 48,741 shares; 2026Q1: 46,781 shares 46,781 $989K 0.01% -1,960 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 9,362 shares; 2025Q1: 9,616 shares; 2025Q2: 10,551 shares; 2025Q3: 8,776 shares; 2025Q4: 10,831 shares; 2026Q1: 12,427 shares 12,427 $987K 0.01% +1,596 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,117 shares; 2024Q4: 44,597 shares; 2025Q1: 38,010 shares; 2025Q2: 32,365 shares; 2025Q3: 28,623 shares; 2025Q4: 24,866 shares; 2026Q1: 32,339 shares 32,339 $987K 0.01% +7,473 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,614 shares; 2024Q4: 22,771 shares; 2025Q1: 23,560 shares; 2025Q2: 22,115 shares; 2025Q3: 22,419 shares; 2025Q4: 21,728 shares; 2026Q1: 13,956 shares 13,956 $987K 0.01% -7,772 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,164 shares; 2024Q4: 53,476 shares; 2025Q1: 57,042 shares; 2025Q2: 61,507 shares; 2025Q3: 30,296 shares; 2025Q4: 19,114 shares; 2026Q1: 14,116 shares 14,116 $978K 0.01% -4,998 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,016 shares 51,016 $977K 0.01% new Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,292 shares; 2024Q4: 23,890 shares; 2025Q1: 24,009 shares; 2025Q2: 24,117 shares; 2025Q3: 24,231 shares; 2025Q4: 24,337 shares; 2026Q1: 41,916 shares 41,916 $977K 0.01% +17,579 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,028 shares; 2024Q4: 24,128 shares; 2025Q1: 22,522 shares; 2025Q2: 22,086 shares; 2025Q3: 21,463 shares; 2025Q4: 20,635 shares; 2026Q1: 18,648 shares 18,648 $976K 0.01% -1,987 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 207 shares; 2025Q3: 223 shares; 2025Q4: 287 shares; 2026Q1: 562 shares 562 $972K 0.01% +275 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,714 shares; 2026Q1: 12,242 shares 12,242 $971K 0.01% +4,528 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 5,319 shares; 2025Q1: 5,700 shares; 2025Q2: 5,741 shares; 2025Q3: 7,259 shares; 2025Q4: 7,693 shares; 2026Q1: 6,166 shares 6,166 $969K 0.01% -1,527 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,046 shares; 2025Q3: 41,185 shares; 2025Q4: 37,565 shares; 2026Q1: 29,835 shares 29,835 $968K 0.01% -7,730 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 5,674 shares; 2025Q1: 6,304 shares; 2025Q2: 6,301 shares; 2025Q3: 6,104 shares; 2025Q4: 5,482 shares; 2026Q1: 7,057 shares 7,057 $968K 0.01% +1,575 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,306 shares; 2025Q1: 9,217 shares; 2025Q2: 10,821 shares; 2025Q3: 9,842 shares; 2025Q4: 10,040 shares; 2026Q1: 16,142 shares 16,142 $968K 0.01% +6,102 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,277 shares; 2025Q1: 5,645 shares; 2025Q2: 6,133 shares; 2025Q3: 7,731 shares; 2025Q4: 8,478 shares; 2026Q1: 4,466 shares 4,466 $965K 0.01% -4,012 Timeline GNOV 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: 13,982 shares; 2024Q4: 24,167 shares; 2025Q1: 24,167 shares; 2025Q2: 27,667 shares; 2025Q3: 27,667 shares; 2025Q4: 27,162 shares; 2026Q1: 24,662 shares 24,662 $960K 0.01% -2,500 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 1,700 shares; 2025Q1: 2,733 shares; 2025Q2: 2,410 shares; 2025Q3: 2,219 shares; 2025Q4: 2,423 shares; 2026Q1: 4,475 shares 4,475 $959K 0.01% +2,052 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS 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: 50,588 shares 50,588 $956K 0.01% new Timeline FSCC 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: 20,277 shares; 2026Q1: 31,909 shares 31,909 $947K 0.01% +11,632 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 997 shares; 2025Q1: 1,055 shares; 2025Q2: 1,796 shares; 2025Q3: 1,897 shares; 2025Q4: 2,202 shares; 2026Q1: 2,324 shares 2,324 $947K 0.01% +122 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,137 shares; 2024Q4: 30,786 shares; 2025Q1: 45,576 shares; 2025Q2: 61,766 shares; 2025Q3: 68,787 shares; 2025Q4: 70,791 shares; 2026Q1: 41,072 shares 41,072 $943K 0.01% -29,719 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,412 shares; 2025Q2: 4,222 shares; 2025Q3: 4,722 shares; 2025Q4: 5,618 shares; 2026Q1: 6,224 shares 6,224 $935K 0.01% +606 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: 2,235 shares; 2024Q4: 2,294 shares; 2025Q1: 3,385 shares; 2025Q2: 7,596 shares; 2025Q3: 8,710 shares; 2025Q4: 10,191 shares; 2026Q1: 9,459 shares 9,459 $932K 0.01% -732 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,354 shares 16,354 $932K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 3,185 shares; 2025Q3: 2,960 shares; 2025Q4: 8,089 shares; 2026Q1: 7,914 shares 7,914 $931K 0.01% -175 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 7,020 shares; 2025Q1: 7,408 shares; 2025Q2: 7,515 shares; 2025Q3: 7,352 shares; 2025Q4: 6,961 shares; 2026Q1: 5,492 shares 5,492 $929K 0.01% -1,469 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,196 shares; 2024Q4: 39,616 shares; 2025Q1: 38,398 shares; 2025Q2: 39,296 shares; 2025Q3: 32,452 shares; 2025Q4: 38,676 shares; 2026Q1: 36,210 shares 36,210 $928K 0.01% -2,466 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,748 shares; 2024Q4: 11,721 shares; 2025Q1: 12,703 shares; 2025Q2: 14,274 shares; 2025Q3: 15,522 shares; 2025Q4: 16,801 shares; 2026Q1: 18,581 shares 18,581 $923K 0.01% +1,780 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 6,466 shares; 2025Q1: 6,364 shares; 2025Q2: 6,955 shares; 2025Q3: 6,595 shares; 2025Q4: 6,956 shares; 2026Q1: 5,973 shares 5,973 $921K 0.01% -983 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 7,773 shares; 2025Q1: 7,282 shares; 2025Q2: 8,473 shares; 2025Q3: 8,572 shares; 2025Q4: 9,130 shares; 2026Q1: 9,854 shares 9,854 $919K 0.01% +724 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,175 shares; 2024Q4: 80,665 shares; 2025Q1: 48,654 shares; 2025Q2: 44,803 shares; 2025Q3: 25,165 shares; 2025Q4: 24,965 shares; 2026Q1: 25,965 shares 25,965 $917K 0.01% +1,000 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,182 shares; 2025Q2: 40,836 shares; 2025Q3: 31,813 shares; 2025Q4: 34,366 shares; 2026Q1: 34,589 shares 34,589 $917K 0.01% +223 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 9,782 shares; 2025Q1: 9,148 shares; 2025Q2: 29,866 shares; 2025Q3: 28,952 shares; 2025Q4: 19,738 shares; 2026Q1: 19,732 shares 19,732 $916K 0.01% -6 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,734 shares; 2024Q4: 73,558 shares; 2025Q1: 77,072 shares; 2025Q2: 78,964 shares; 2025Q3: 79,838 shares; 2025Q4: 82,487 shares; 2026Q1: 35,273 shares 35,273 $913K 0.01% -47,214 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,671 shares; 2024Q4: 16,386 shares; 2025Q1: 16,246 shares; 2025Q2: 18,500 shares; 2025Q3: 16,039 shares; 2025Q4: 15,251 shares; 2026Q1: 15,802 shares 15,802 $910K 0.01% +551 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,973 shares; 2025Q1: 16,673 shares; 2025Q2: 16,819 shares; 2025Q3: 23,492 shares; 2025Q4: 24,021 shares; 2026Q1: 19,875 shares 19,875 $910K 0.01% -4,146 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 31,526 shares; 2025Q1: 33,598 shares; 2025Q2: 33,164 shares; 2025Q3: 30,813 shares; 2025Q4: 30,213 shares; 2026Q1: 30,193 shares 30,193 $909K 0.01% -20 Timeline IWV 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: 1,439 shares; 2024Q4: 1,657 shares; 2025Q1: 2,089 shares; 2025Q2: 2,622 shares; 2025Q3: 2,642 shares; 2025Q4: 2,570 shares; 2026Q1: 2,446 shares 2,446 $907K 0.01% -124 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,076 shares; 2025Q3: 6,996 shares; 2025Q4: 12,405 shares; 2026Q1: 17,866 shares 17,866 $904K 0.01% +5,461 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,067 shares; 2024Q4: 31,190 shares; 2025Q1: 32,302 shares; 2025Q2: 27,524 shares; 2025Q3: 21,800 shares; 2025Q4: 22,440 shares; 2026Q1: 17,329 shares 17,329 $901K 0.01% -5,111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,777 shares; 2025Q3: 23,488 shares; 2025Q4: 25,275 shares; 2026Q1: 42,573 shares 42,573 $901K 0.01% +17,298 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,390 shares; 2024Q4: 27,794 shares; 2025Q1: 32,624 shares; 2025Q2: 31,764 shares; 2025Q3: 31,750 shares; 2025Q4: 22,562 shares; 2026Q1: 17,744 shares 17,744 $898K 0.01% -4,818 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,312 shares; 2025Q1: 1,238 shares; 2025Q2: 1,063 shares; 2025Q3: 1,178 shares; 2025Q4: 1,233 shares; 2026Q1: 2,781 shares 2,781 $898K 0.01% +1,548 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,520 shares; 2025Q1: 3,522 shares; 2025Q2: 3,523 shares; 2025Q3: 9,905 shares; 2025Q4: 9,900 shares; 2026Q1: 9,802 shares 9,802 $897K 0.01% -98 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,517 shares; 2024Q4: 75,658 shares; 2025Q1: 92,415 shares; 2025Q2: 108,596 shares; 2025Q3: 97,825 shares; 2025Q4: 99,049 shares; 2026Q1: 99,657 shares 99,657 $896K 0.01% +608 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 10,625 shares; 2025Q1: 12,176 shares; 2025Q2: 11,491 shares; 2025Q3: 11,498 shares; 2025Q4: 11,361 shares; 2026Q1: 11,366 shares 11,366 $895K 0.01% +5 Timeline SFLO 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: 13,680 shares; 2025Q3: 23,214 shares; 2025Q4: 25,742 shares; 2026Q1: 29,784 shares 29,784 $894K 0.01% +4,042 Timeline REIT 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: 25,878 shares; 2024Q4: 25,984 shares; 2025Q1: 27,731 shares; 2025Q2: 28,873 shares; 2025Q3: 32,363 shares; 2025Q4: 32,572 shares; 2026Q1: 32,593 shares 32,593 $891K 0.01% +21 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 31,388 shares; 2025Q1: 38,606 shares; 2025Q2: 39,563 shares; 2025Q3: 59,473 shares; 2025Q4: 36,008 shares; 2026Q1: 53,034 shares 53,034 $891K 0.01% +17,026 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 8,831 shares; 2025Q3: 12,257 shares; 2025Q4: 16,305 shares; 2026Q1: 16,634 shares 16,634 $890K 0.01% +329 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 4,361 shares; 2025Q1: 4,473 shares; 2025Q2: 4,983 shares; 2025Q3: 4,109 shares; 2025Q4: 4,266 shares; 2026Q1: 4,256 shares 4,256 $890K 0.01% -10 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,828 shares; 2024Q4: 40,504 shares; 2025Q1: 39,706 shares; 2025Q2: 27,967 shares; 2025Q3: 28,668 shares; 2025Q4: 28,903 shares; 2026Q1: 23,866 shares 23,866 $889K 0.01% -5,037 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 12,093 shares; 2025Q1: 14,736 shares; 2025Q2: 13,637 shares; 2025Q3: 15,247 shares; 2025Q4: 14,573 shares; 2026Q1: 12,038 shares 12,038 $881K 0.01% -2,535 Timeline WHIRLPOOL CORP WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,500 shares 21,500 $880K 0.01% new RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 6,819 shares; 2025Q3: 9,495 shares; 2025Q4: 12,110 shares; 2026Q1: 13,631 shares 13,631 $875K 0.01% +1,521 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,010 shares; 2025Q1: 21,631 shares; 2025Q2: 18,169 shares; 2025Q3: 23,169 shares; 2025Q4: 25,244 shares; 2026Q1: 32,112 shares 32,112 $874K 0.01% +6,868 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,899 shares; 2025Q2: 22,454 shares; 2025Q3: 5,381 shares; 2025Q4: 5,508 shares; 2026Q1: 18,739 shares 18,739 $874K 0.01% +13,231 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT 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: not reported; 2025Q4: not reported; 2026Q1: 40,794 shares 40,794 $874K 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,664 shares; 2025Q3: 1,850 shares; 2025Q4: 1,840 shares; 2026Q1: 4,428 shares 4,428 $873K 0.01% +2,588 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,288 shares; 2025Q1: 2,576 shares; 2025Q2: 2,389 shares; 2025Q3: 2,050 shares; 2025Q4: 1,933 shares; 2026Q1: 1,845 shares 1,845 $873K 0.01% -88 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 5,980 shares; 2025Q1: 5,087 shares; 2025Q2: 5,925 shares; 2025Q3: 6,231 shares; 2025Q4: 6,291 shares; 2026Q1: 6,300 shares 6,300 $871K 0.01% +9 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,210 shares; 2024Q4: 18,620 shares; 2025Q1: 18,270 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,980 shares; 2026Q1: 17,460 shares 17,460 $868K 0.01% -520 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,983 shares; 2025Q1: 3,224 shares; 2025Q2: 2,813 shares; 2025Q3: 3,340 shares; 2025Q4: 4,294 shares; 2026Q1: 4,201 shares 4,201 $867K 0.01% -93 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,118 shares; 2024Q4: 32,463 shares; 2025Q1: 42,992 shares; 2025Q2: 68,575 shares; 2025Q3: 64,915 shares; 2025Q4: 48,508 shares; 2026Q1: 23,266 shares 23,266 $866K 0.01% -25,242 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 22,503 shares; 2025Q1: 17,541 shares; 2025Q2: 17,134 shares; 2025Q3: 16,546 shares; 2025Q4: 16,982 shares; 2026Q1: 13,088 shares 13,088 $865K 0.01% -3,894 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,503 shares; 2024Q4: 100,684 shares; 2025Q1: 105,266 shares; 2025Q2: 104,408 shares; 2025Q3: 89,423 shares; 2025Q4: 47,365 shares; 2026Q1: 38,355 shares 38,355 $863K 0.01% -9,010 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 5,335 shares; 2025Q1: 6,969 shares; 2025Q2: 10,419 shares; 2025Q3: 9,488 shares; 2025Q4: 9,932 shares; 2026Q1: 7,262 shares 7,262 $862K 0.01% -2,670 Timeline JMUB 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: 65,876 shares; 2024Q4: 36,199 shares; 2025Q1: 34,523 shares; 2025Q2: 35,027 shares; 2025Q3: 19,217 shares; 2025Q4: 17,628 shares; 2026Q1: 17,187 shares 17,187 $859K 0.01% -441 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 827 shares; 2025Q1: 1,451 shares; 2025Q2: 1,447 shares; 2025Q3: 1,302 shares; 2025Q4: 1,262 shares; 2026Q1: 1,252 shares 1,252 $853K 0.01% -10 Timeline DNOV 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: 5,400 shares; 2024Q4: 14,300 shares; 2025Q1: 14,000 shares; 2025Q2: 17,700 shares; 2025Q3: 15,750 shares; 2025Q4: 19,410 shares; 2026Q1: 17,760 shares 17,760 $851K 0.01% -1,650 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,334 shares; 2025Q2: 37,284 shares; 2025Q3: 32,774 shares; 2025Q4: 27,520 shares; 2026Q1: 34,984 shares 34,984 $849K 0.01% +7,464 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is 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: 57,207 shares 57,207 $849K 0.01% new Timeline FHYS 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: 10,814 shares; 2025Q4: 25,326 shares; 2026Q1: 37,010 shares 37,010 $848K 0.01% +11,684 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,198 shares; 2025Q3: not reported; 2025Q4: 7,715 shares; 2026Q1: 7,323 shares 7,323 $846K 0.01% -392 Timeline STGW STAGWELL INC More: the full row for STAGWELL 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: 134,426 shares 134,426 $846K 0.01% new Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 10,005 shares; 2025Q4: 10,211 shares; 2026Q1: 24,185 shares 24,185 $843K 0.01% +13,974 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,241 shares; 2025Q1: 5,103 shares; 2025Q2: 7,354 shares; 2025Q3: 7,390 shares; 2025Q4: 4,917 shares; 2026Q1: 5,534 shares 5,534 $837K 0.01% +617 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,915 shares; 2024Q4: 15,762 shares; 2025Q1: 18,475 shares; 2025Q2: 24,976 shares; 2025Q3: 27,753 shares; 2025Q4: 34,730 shares; 2026Q1: 37,314 shares 37,314 $837K 0.01% +2,584 Timeline MUNI 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: 21,904 shares; 2025Q2: 22,125 shares; 2025Q3: 22,909 shares; 2025Q4: 15,931 shares; 2026Q1: 16,026 shares 16,026 $836K 0.01% +95 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,926 shares; 2026Q1: 8,825 shares 8,825 $836K 0.01% +5,899 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,135 shares; 2025Q1: 4,390 shares; 2025Q2: 5,881 shares; 2025Q3: 4,274 shares; 2025Q4: 4,112 shares; 2026Q1: 4,264 shares 4,264 $836K 0.01% +152 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,189 shares 1,189 $835K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,885 shares; 2024Q4: 8,981 shares; 2025Q1: 9,149 shares; 2025Q2: 11,008 shares; 2025Q3: 11,006 shares; 2025Q4: 11,387 shares; 2026Q1: 9,177 shares 9,177 $835K 0.01% -2,210 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,315 shares; 2024Q4: 9,151 shares; 2025Q1: 9,421 shares; 2025Q2: 9,134 shares; 2025Q3: 10,321 shares; 2025Q4: 9,902 shares; 2026Q1: 9,022 shares 9,022 $835K 0.01% -880 Timeline ICOW 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: 7,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,245 shares; 2025Q3: 20,618 shares; 2025Q4: 18,023 shares; 2026Q1: 19,644 shares 19,644 $834K 0.01% +1,621 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 3,854 shares; 2025Q1: 4,026 shares; 2025Q2: 4,046 shares; 2025Q3: 3,445 shares; 2025Q4: 3,867 shares; 2026Q1: 8,336 shares 8,336 $833K 0.01% +4,469 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 14,058 shares; 2025Q1: 13,828 shares; 2025Q2: 20,630 shares; 2025Q3: 18,264 shares; 2025Q4: 10,976 shares; 2026Q1: 11,460 shares 11,460 $833K 0.01% +484 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,922 shares; 2024Q4: 14,490 shares; 2025Q1: 14,956 shares; 2025Q2: 12,672 shares; 2025Q3: 10,504 shares; 2025Q4: 10,902 shares; 2026Q1: 11,048 shares 11,048 $831K 0.01% +146 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,994 shares; 2025Q4: 22,020 shares; 2026Q1: 28,207 shares 28,207 $831K 0.01% +6,187 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 8,943 shares; 2025Q1: 8,895 shares; 2025Q2: 8,898 shares; 2025Q3: 8,900 shares; 2025Q4: 8,903 shares; 2026Q1: 8,905 shares 8,905 $829K 0.01% +2 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,861 shares; 2025Q2: 3,915 shares; 2025Q3: 2,267 shares; 2025Q4: 9,289 shares; 2026Q1: 8,629 shares 8,629 $828K 0.01% -660 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,290 shares; 2024Q4: 62,705 shares; 2025Q1: 62,081 shares; 2025Q2: 62,050 shares; 2025Q3: 62,239 shares; 2025Q4: 60,721 shares; 2026Q1: 55,410 shares 55,410 $825K 0.01% -5,311 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 5,393 shares; 2025Q1: 5,391 shares; 2025Q2: 5,628 shares; 2025Q3: 5,992 shares; 2025Q4: 4,936 shares; 2026Q1: 4,794 shares 4,794 $825K 0.01% -142 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,511 shares; 2025Q2: 11,154 shares; 2025Q3: 11,467 shares; 2025Q4: 28,885 shares; 2026Q1: 30,388 shares 30,388 $824K 0.01% +1,503 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 19,604 shares; 2025Q1: 18,864 shares; 2025Q2: 17,638 shares; 2025Q3: 20,725 shares; 2025Q4: 18,449 shares; 2026Q1: 17,101 shares 17,101 $824K 0.01% -1,348 Timeline HOLA 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: 15,536 shares; 2025Q4: 15,615 shares; 2026Q1: 15,615 shares 15,615 $821K 0.01% 0 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: 8,968 shares; 2024Q4: 8,674 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,951 shares; 2025Q4: 21,556 shares; 2026Q1: 20,951 shares 20,951 $819K 0.01% -605 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,472 shares; 2026Q1: 201,915 shares 201,915 $818K 0.01% +10,443 Timeline FLCG 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: 19,215 shares; 2026Q1: 27,310 shares 27,310 $817K 0.01% +8,095 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,538 shares; 2024Q4: 18,038 shares; 2025Q1: 16,913 shares; 2025Q2: 16,913 shares; 2025Q3: 16,568 shares; 2025Q4: 17,618 shares; 2026Q1: 17,118 shares 17,118 $816K 0.01% -500 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 11,435 shares; 2025Q1: 16,303 shares; 2025Q2: 16,113 shares; 2025Q3: 18,898 shares; 2025Q4: 18,127 shares; 2026Q1: 18,614 shares 18,614 $816K 0.01% +487 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,042 shares; 2024Q4: 18,084 shares; 2025Q1: 12,260 shares; 2025Q2: 10,804 shares; 2025Q3: 9,597 shares; 2025Q4: 29,713 shares; 2026Q1: 8,706 shares 8,706 $815K 0.01% -21,007 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 71,500 shares; 2025Q1: 68,994 shares; 2025Q2: 65,730 shares; 2025Q3: 54,463 shares; 2025Q4: 51,200 shares; 2026Q1: 33,971 shares 33,971 $815K 0.01% -17,229 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is 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: 278,876 shares 278,876 $814K 0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,154 shares; 2025Q1: 3,932 shares; 2025Q2: 5,815 shares; 2025Q3: 5,697 shares; 2025Q4: 5,491 shares; 2026Q1: 5,512 shares 5,512 $813K 0.01% +21 Timeline QGRW 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: 29,230 shares; 2025Q1: 35,535 shares; 2025Q2: 32,355 shares; 2025Q3: 30,143 shares; 2025Q4: 17,548 shares; 2026Q1: 15,217 shares 15,217 $813K 0.01% -2,331 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 17,944 shares; 2025Q1: 17,944 shares; 2025Q2: 17,944 shares; 2025Q3: 17,944 shares; 2025Q4: 17,950 shares; 2026Q1: 17,826 shares 17,826 $811K 0.01% -124 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 11,478 shares; 2025Q4: 13,843 shares; 2026Q1: 27,551 shares 27,551 $809K 0.01% +13,708 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,272 shares 1,272 $808K 0.01% new Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,214 shares; 2025Q2: 13,482 shares; 2025Q3: 14,882 shares; 2025Q4: 16,910 shares; 2026Q1: 22,285 shares 22,285 $807K 0.01% +5,375 Timeline EIPX 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: 15,202 shares; 2025Q2: 20,511 shares; 2025Q3: 20,470 shares; 2025Q4: 21,483 shares; 2026Q1: 25,058 shares 25,058 $806K 0.01% +3,575 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,411 shares; 2025Q1: 4,460 shares; 2025Q2: 5,209 shares; 2025Q3: 4,372 shares; 2025Q4: 4,887 shares; 2026Q1: 5,981 shares 5,981 $806K 0.01% +1,094 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,178 shares; 2025Q3: 24,040 shares; 2025Q4: 18,246 shares; 2026Q1: 17,739 shares 17,739 $805K 0.01% -507 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,450 shares; 2026Q1: 23,437 shares 23,437 $803K 0.01% +11,987 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,944 shares; 2024Q4: 15,202 shares; 2025Q1: 10,740 shares; 2025Q2: 21,001 shares; 2025Q3: 25,453 shares; 2025Q4: 18,341 shares; 2026Q1: 19,499 shares 19,499 $803K 0.01% +1,158 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,786 shares; 2025Q4: 13,223 shares; 2026Q1: 12,978 shares 12,978 $803K 0.01% -245 Timeline IGIB 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: 42,707 shares; 2024Q4: 41,412 shares; 2025Q1: 28,524 shares; 2025Q2: 10,367 shares; 2025Q3: 13,588 shares; 2025Q4: 14,373 shares; 2026Q1: 15,079 shares 15,079 $802K 0.01% +706 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,571 shares; 2025Q1: 99,280 shares; 2025Q2: 91,607 shares; 2025Q3: 65,803 shares; 2025Q4: 48,984 shares; 2026Q1: 34,598 shares 34,598 $798K 0.01% -14,386 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 4,346 shares; 2025Q1: 3,908 shares; 2025Q2: 3,738 shares; 2025Q3: 3,075 shares; 2025Q4: 2,925 shares; 2026Q1: 2,960 shares 2,960 $790K 0.01% +35 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,087 shares; 2024Q4: 19,568 shares; 2025Q1: 16,166 shares; 2025Q2: 14,440 shares; 2025Q3: 8,777 shares; 2025Q4: 8,626 shares; 2026Q1: 8,079 shares 8,079 $785K 0.01% -547 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,309 shares; 2025Q4: 22,544 shares; 2026Q1: 30,922 shares 30,922 $785K 0.01% +8,378 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,681 shares 17,681 $782K 0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,545 shares; 2025Q3: 16,972 shares; 2025Q4: 7,352 shares; 2026Q1: 7,532 shares 7,532 $782K 0.01% +180 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,853 shares; 2024Q4: 24,154 shares; 2025Q1: 27,346 shares; 2025Q2: 17,471 shares; 2025Q3: 17,776 shares; 2025Q4: 17,522 shares; 2026Q1: 11,099 shares 11,099 $781K 0.01% -6,423 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,668 shares; 2025Q3: 38,950 shares; 2025Q4: 40,569 shares; 2026Q1: 27,029 shares 27,029 $779K 0.01% -13,540 Timeline BNDY 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: not reported; 2026Q1: 30,307 shares 30,307 $779K 0.01% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,919 shares; 2025Q1: 2,253 shares; 2025Q2: 2,588 shares; 2025Q3: 2,406 shares; 2025Q4: 2,246 shares; 2026Q1: 4,305 shares 4,305 $778K 0.01% +2,059 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,033 shares; 2026Q1: 48,950 shares 48,950 $775K 0.01% +12,917 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,620 shares; 2026Q1: 15,122 shares 15,122 $771K 0.01% +1,502 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,490 shares; 2024Q4: 13,739 shares; 2025Q1: 13,710 shares; 2025Q2: 13,313 shares; 2025Q3: 14,005 shares; 2025Q4: 15,254 shares; 2026Q1: 15,383 shares 15,383 $769K 0.01% +129 Timeline RTH 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: 2,244 shares; 2024Q4: 2,729 shares; 2025Q1: 2,832 shares; 2025Q2: 2,823 shares; 2025Q3: 2,856 shares; 2025Q4: 3,035 shares; 2026Q1: 3,059 shares 3,059 $768K 0.01% +24 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,926 shares; 2025Q1: 2,058 shares; 2025Q2: 1,611 shares; 2025Q3: 1,054 shares; 2025Q4: 1,045 shares; 2026Q1: 993 shares 993 $767K 0.01% -52 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,748 shares; 2025Q1: 4,577 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares; 2026Q1: 4,832 shares 4,832 $760K 0.01% -120 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,647 shares; 2026Q1: 9,951 shares 9,951 $758K 0.01% +1,304 Timeline WINN 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: not reported; 2025Q3: not reported; 2025Q4: 19,063 shares; 2026Q1: 27,331 shares 27,331 $758K 0.01% +8,268 Timeline FJAN 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: 13,430 shares; 2024Q4: 13,430 shares; 2025Q1: 16,730 shares; 2025Q2: 16,555 shares; 2025Q3: 16,555 shares; 2025Q4: 16,555 shares; 2026Q1: 15,005 shares 15,005 $756K 0.01% -1,550 Timeline PTNQ 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: 24,295 shares; 2024Q4: 24,698 shares; 2025Q1: 19,232 shares; 2025Q2: 17,402 shares; 2025Q3: 15,905 shares; 2025Q4: 15,908 shares; 2026Q1: 10,363 shares 10,363 $756K 0.01% -5,545 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,835 shares; 2025Q4: 17,907 shares; 2026Q1: 15,727 shares 15,727 $755K 0.01% -2,180 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,883 shares; 2026Q1: 23,971 shares 23,971 $755K 0.01% +14,088 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,986 shares; 2026Q1: 12,915 shares 12,915 $754K 0.01% +1,929 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,726 shares; 2025Q1: 3,042 shares; 2025Q2: 1,153 shares; 2025Q3: 799 shares; 2025Q4: 837 shares; 2026Q1: 691 shares 691 $754K 0.01% -146 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 7,926 shares; 2025Q1: 5,106 shares; 2025Q2: 5,019 shares; 2025Q3: 5,065 shares; 2025Q4: 5,163 shares; 2026Q1: 16,209 shares 16,209 $752K 0.01% +11,046 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 13,868 shares; 2025Q1: 13,939 shares; 2025Q2: 18,199 shares; 2025Q3: 17,803 shares; 2025Q4: 18,127 shares; 2026Q1: 15,222 shares 15,222 $749K 0.01% -2,905 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 4,528 shares; 2025Q4: 3,722 shares; 2026Q1: 5,355 shares 5,355 $748K 0.01% +1,633 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,952 shares; 2024Q4: 7,773 shares; 2025Q1: 10,574 shares; 2025Q2: 6,519 shares; 2025Q3: 6,744 shares; 2025Q4: 6,406 shares; 2026Q1: 6,864 shares 6,864 $746K 0.01% +458 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 7,516 shares; 2025Q1: 18,878 shares; 2025Q2: 18,442 shares; 2025Q3: 15,410 shares; 2025Q4: 17,285 shares; 2026Q1: 21,904 shares 21,904 $745K 0.01% +4,619 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,372 shares; 2025Q1: 1,155 shares; 2025Q2: 1,138 shares; 2025Q3: 3,424 shares; 2025Q4: 5,368 shares; 2026Q1: 2,561 shares 2,561 $744K 0.01% -2,807 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 6,445 shares; 2025Q1: 4,800 shares; 2025Q2: 4,793 shares; 2025Q3: 12,034 shares; 2025Q4: 15,035 shares; 2026Q1: 15,646 shares 15,646 $744K 0.01% +611 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 6,813 shares; 2025Q1: 6,669 shares; 2025Q2: 7,637 shares; 2025Q3: 7,770 shares; 2025Q4: 7,794 shares; 2026Q1: 7,310 shares 7,310 $744K 0.01% -484 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,101 shares; 2025Q4: 1,034 shares; 2026Q1: 2,730 shares 2,730 $743K 0.01% +1,696 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,402 shares; 2024Q4: 35,402 shares; 2025Q1: 41,989 shares; 2025Q2: 35,152 shares; 2025Q3: 58,084 shares; 2025Q4: 35,847 shares; 2026Q1: 39,544 shares 39,544 $742K 0.01% +3,697 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,147 shares; 2025Q1: 5,426 shares; 2025Q2: 5,004 shares; 2025Q3: 6,695 shares; 2025Q4: 6,219 shares; 2026Q1: 6,731 shares 6,731 $740K 0.01% +512 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 4,385 shares; 2025Q1: 3,719 shares; 2025Q2: 3,562 shares; 2025Q3: 3,170 shares; 2025Q4: 2,997 shares; 2026Q1: 3,047 shares 3,047 $737K 0.01% +50 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,330 shares; 2026Q1: 14,373 shares 14,373 $737K 0.01% +3,043 Timeline SPDW 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: 15,023 shares; 2024Q4: 30,931 shares; 2025Q1: 18,890 shares; 2025Q2: 16,657 shares; 2025Q3: 12,034 shares; 2025Q4: 12,927 shares; 2026Q1: 16,035 shares 16,035 $732K 0.01% +3,108 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,025 shares; 2024Q4: 114,348 shares; 2025Q1: 124,673 shares; 2025Q2: 122,440 shares; 2025Q3: 131,622 shares; 2025Q4: 135,822 shares; 2026Q1: 137,352 shares 137,352 $731K 0.01% +1,530 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE 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: 17,027 shares 17,027 $730K 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: 1,423 shares; 2024Q4: 2,083 shares; 2025Q1: 2,199 shares; 2025Q2: 2,493 shares; 2025Q3: 2,397 shares; 2025Q4: 1,523 shares; 2026Q1: 1,520 shares 1,520 $730K 0.01% -3 Timeline