TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,013 shares; 2026Q1: 7,485 shares 7,485 $729K 0.01% -2,528 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 2,922 shares 2,922 $728K 0.01% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,042 shares 4,042 $728K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,523 shares 6,523 $725K 0.01% new Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,958 shares; 2024Q4: 43,384 shares; 2025Q1: 49,670 shares; 2025Q2: 18,934 shares; 2025Q3: 17,695 shares; 2025Q4: 14,852 shares; 2026Q1: 20,130 shares 20,130 $724K 0.01% +5,278 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,230 shares; 2025Q1: 16,170 shares; 2025Q2: 16,170 shares; 2025Q3: 15,610 shares; 2025Q4: 17,555 shares; 2026Q1: 19,525 shares 19,525 $723K 0.01% +1,970 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,420 shares; 2025Q1: 4,801 shares; 2025Q2: 6,346 shares; 2025Q3: 4,829 shares; 2025Q4: 4,563 shares; 2026Q1: 5,914 shares 5,914 $722K 0.01% +1,351 Timeline GFEB 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: 7,430 shares; 2024Q4: 7,430 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: not reported; 2026Q1: 17,555 shares 17,555 $721K 0.01% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 5,376 shares; 2025Q1: 5,699 shares; 2025Q2: 6,339 shares; 2025Q3: 6,336 shares; 2025Q4: 6,355 shares; 2026Q1: 5,782 shares 5,782 $720K 0.01% -573 Timeline IBDU 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: 15,980 shares; 2025Q3: 18,964 shares; 2025Q4: 24,924 shares; 2026Q1: 30,807 shares 30,807 $717K 0.01% +5,883 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,293 shares; 2025Q1: 2,161 shares; 2025Q2: 1,731 shares; 2025Q3: 1,731 shares; 2025Q4: 4,861 shares; 2026Q1: 5,014 shares 5,014 $716K 0.01% +153 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,917 shares; 2025Q3: 13,378 shares; 2025Q4: 13,311 shares; 2026Q1: 16,044 shares 16,044 $715K 0.01% +2,733 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,545 shares; 2025Q3: 16,905 shares; 2025Q4: 18,768 shares; 2026Q1: 20,180 shares 20,180 $714K 0.01% +1,412 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,440 shares; 2024Q4: 15,365 shares; 2025Q1: 15,365 shares; 2025Q2: 15,365 shares; 2025Q3: 14,665 shares; 2025Q4: 14,665 shares; 2026Q1: 14,665 shares 14,665 $711K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,605 shares; 2024Q4: 13,818 shares; 2025Q1: 15,007 shares; 2025Q2: 16,152 shares; 2025Q3: 32,633 shares; 2025Q4: 36,877 shares; 2026Q1: 14,487 shares 14,487 $710K 0.01% -22,390 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,717 shares; 2024Q4: 69,669 shares; 2025Q1: 69,108 shares; 2025Q2: 73,712 shares; 2025Q3: 72,663 shares; 2025Q4: 73,014 shares; 2026Q1: 70,793 shares 70,793 $710K 0.01% -2,221 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 6,317 shares; 2025Q1: 8,597 shares; 2025Q2: 10,058 shares; 2025Q3: 10,809 shares; 2025Q4: 8,433 shares; 2026Q1: 7,881 shares 7,881 $709K 0.01% -552 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,325 shares; 2024Q4: 43,549 shares; 2025Q1: 38,134 shares; 2025Q2: not reported; 2025Q3: 8,866 shares; 2025Q4: 9,122 shares; 2026Q1: 11,390 shares 11,390 $709K 0.01% +2,268 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 17,674 shares; 2025Q1: 27,473 shares; 2025Q2: 43,307 shares; 2025Q3: 47,584 shares; 2025Q4: 36,483 shares; 2026Q1: 36,616 shares 36,616 $709K 0.01% +133 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 576 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 592 shares; 2025Q4: 593 shares; 2026Q1: 1,443 shares 1,443 $708K 0.01% +850 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 6,171 shares; 2025Q1: 9,157 shares; 2025Q2: 9,416 shares; 2025Q3: 10,241 shares; 2025Q4: 10,809 shares; 2026Q1: 10,835 shares 10,835 $708K 0.01% +26 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: not reported; 2025Q1: 12,611 shares; 2025Q2: 14,597 shares; 2025Q3: 18,987 shares; 2025Q4: 18,405 shares; 2026Q1: 31,444 shares 31,444 $702K 0.01% +13,039 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,338 shares; 2025Q1: 2,263 shares; 2025Q2: 2,060 shares; 2025Q3: 2,263 shares; 2025Q4: 2,064 shares; 2026Q1: 3,542 shares 3,542 $699K 0.01% +1,478 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,975 shares; 2026Q1: 2,346 shares 2,346 $699K 0.01% +371 Timeline IJK 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: 3,520 shares; 2024Q4: 5,039 shares; 2025Q1: 5,113 shares; 2025Q2: 3,826 shares; 2025Q3: 3,802 shares; 2025Q4: 4,469 shares; 2026Q1: 6,934 shares 6,934 $698K 0.01% +2,465 Timeline XDEC 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: 34,391 shares; 2024Q4: 32,013 shares; 2025Q1: 19,506 shares; 2025Q2: 17,431 shares; 2025Q3: 17,035 shares; 2025Q4: 17,235 shares; 2026Q1: 17,235 shares 17,235 $695K 0.01% 0 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,100 shares; 2024Q4: 23,800 shares; 2025Q1: 22,407 shares; 2025Q2: 20,121 shares; 2025Q3: 19,680 shares; 2025Q4: 19,680 shares; 2026Q1: 19,379 shares 19,379 $694K 0.01% -301 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,800 shares; 2024Q4: 14,371 shares; 2025Q1: 13,000 shares; 2025Q2: 13,663 shares; 2025Q3: 13,800 shares; 2025Q4: 14,302 shares; 2026Q1: 7,685 shares 7,685 $693K 0.01% -6,617 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 2,101 shares; 2025Q1: 2,103 shares; 2025Q2: 2,105 shares; 2025Q3: 2,107 shares; 2025Q4: 2,315 shares; 2026Q1: 2,346 shares 2,346 $692K 0.01% +31 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,304 shares; 2025Q3: 10,417 shares; 2025Q4: 18,995 shares; 2026Q1: 24,344 shares 24,344 $692K 0.01% +5,349 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,310 shares; 2025Q1: 16,975 shares; 2025Q2: 22,025 shares; 2025Q3: 22,424 shares; 2025Q4: 73,619 shares; 2026Q1: 100,655 shares 100,655 $692K 0.01% +27,036 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE 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: 24,260 shares; 2025Q4: 25,814 shares; 2026Q1: 26,303 shares 26,303 $690K 0.01% +489 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 26,130 shares; 2025Q1: 25,858 shares; 2025Q2: 27,062 shares; 2025Q3: 27,307 shares; 2025Q4: 15,550 shares; 2026Q1: 15,554 shares 15,554 $690K 0.01% +4 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 4,704 shares; 2025Q1: 5,118 shares; 2025Q2: 5,020 shares; 2025Q3: 4,969 shares; 2025Q4: 5,521 shares; 2026Q1: 5,438 shares 5,438 $688K 0.01% -83 Timeline FIIG 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: 65,395 shares; 2024Q4: 60,032 shares; 2025Q1: 58,828 shares; 2025Q2: 61,560 shares; 2025Q3: 61,617 shares; 2025Q4: 60,508 shares; 2026Q1: 33,127 shares 33,127 $687K 0.01% -27,381 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 8,210 shares; 2025Q1: 9,710 shares; 2025Q2: 8,433 shares; 2025Q3: 8,453 shares; 2025Q4: 8,676 shares; 2026Q1: 9,081 shares 9,081 $685K 0.01% +405 Timeline PWB 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: 6,016 shares; 2025Q3: not reported; 2025Q4: 5,336 shares; 2026Q1: 5,437 shares 5,437 $685K 0.01% +101 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 2,051 shares 2,051 $684K 0.01% -24 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,193 shares; 2025Q1: 2,283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,942 shares; 2026Q1: 2,569 shares 2,569 $684K 0.01% -373 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,957 shares; 2024Q4: 112,182 shares; 2025Q1: 107,705 shares; 2025Q2: 93,815 shares; 2025Q3: 78,154 shares; 2025Q4: 16,077 shares; 2026Q1: 15,311 shares 15,311 $683K 0.01% -766 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 10,322 shares; 2025Q1: 10,234 shares; 2025Q2: 10,399 shares; 2025Q3: 10,281 shares; 2025Q4: 10,282 shares; 2026Q1: 9,843 shares 9,843 $683K 0.01% -439 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,730 shares; 2025Q1: 2,747 shares; 2025Q2: 8,046 shares; 2025Q3: 7,727 shares; 2025Q4: 8,930 shares; 2026Q1: 8,654 shares 8,654 $679K 0.01% -276 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,166 shares; 2025Q1: 4,562 shares; 2025Q2: 4,805 shares; 2025Q3: 6,568 shares; 2025Q4: 6,349 shares; 2026Q1: 8,281 shares 8,281 $678K 0.01% +1,932 Timeline VHT 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: 3,263 shares; 2024Q4: 3,326 shares; 2025Q1: 3,456 shares; 2025Q2: 3,067 shares; 2025Q3: 2,398 shares; 2025Q4: 2,420 shares; 2026Q1: 2,491 shares 2,491 $678K 0.01% +71 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,332 shares; 2024Q4: 49,024 shares; 2025Q1: 47,121 shares; 2025Q2: 44,066 shares; 2025Q3: 30,562 shares; 2025Q4: 29,340 shares; 2026Q1: 24,665 shares 24,665 $677K 0.01% -4,675 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares; 2026Q1: 7,196 shares 7,196 $677K 0.01% +4,070 Timeline SHYD 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: 11,851 shares; 2024Q4: 11,318 shares; 2025Q1: 11,332 shares; 2025Q2: 12,728 shares; 2025Q3: 13,617 shares; 2025Q4: 18,801 shares; 2026Q1: 29,865 shares 29,865 $677K 0.01% +11,064 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 5,317 shares; 2025Q1: 4,239 shares; 2025Q2: 3,684 shares; 2025Q3: 3,666 shares; 2025Q4: 3,742 shares; 2026Q1: 4,635 shares 4,635 $676K 0.01% +893 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6,751 shares; 2025Q1: 6,512 shares; 2025Q2: 7,139 shares; 2025Q3: 6,802 shares; 2025Q4: 13,987 shares; 2026Q1: 13,486 shares 13,486 $674K 0.01% -501 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,312 shares; 2024Q4: 41,802 shares; 2025Q1: 15,015 shares; 2025Q2: 11,689 shares; 2025Q3: 14,437 shares; 2025Q4: 13,236 shares; 2026Q1: 33,750 shares 33,750 $674K 0.01% +20,514 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,303 shares; 2025Q3: 10,232 shares; 2025Q4: 12,030 shares; 2026Q1: 4,410 shares 4,410 $673K 0.01% -7,620 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 14,260 shares; 2025Q1: 14,260 shares; 2025Q2: 12,860 shares; 2025Q3: 12,860 shares; 2025Q4: 17,300 shares; 2026Q1: 17,300 shares 17,300 $668K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,188 shares; 2025Q2: 7,631 shares; 2025Q3: 8,143 shares; 2025Q4: 13,958 shares; 2026Q1: 7,059 shares 7,059 $668K 0.01% -6,899 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 5,226 shares; 2025Q1: not reported; 2025Q2: 3,378 shares; 2025Q3: 3,278 shares; 2025Q4: 3,178 shares; 2026Q1: 3,078 shares 3,078 $667K 0.01% -100 Timeline IBDW 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: 15,242 shares; 2025Q3: 18,591 shares; 2025Q4: 29,344 shares; 2026Q1: 31,832 shares 31,832 $666K 0.01% +2,488 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,946 shares 5,946 $665K 0.01% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,141 shares; 2025Q1: 16,525 shares; 2025Q2: 18,115 shares; 2025Q3: 16,768 shares; 2025Q4: 17,518 shares; 2026Q1: 17,600 shares 17,600 $665K 0.01% +82 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,414 shares; 2025Q1: 2,524 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,449 shares; 2026Q1: 3,242 shares 3,242 $664K 0.01% +793 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,153 shares; 2024Q4: 49,244 shares; 2025Q1: 61,352 shares; 2025Q2: 53,782 shares; 2025Q3: 49,215 shares; 2025Q4: 49,676 shares; 2026Q1: 48,906 shares 48,906 $662K 0.01% -770 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 8,708 shares; 2025Q1: 9,724 shares; 2025Q2: 11,005 shares; 2025Q3: 11,353 shares; 2025Q4: 10,381 shares; 2026Q1: 14,097 shares 14,097 $661K 0.01% +3,716 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 6,000 shares; 2025Q1: 6,118 shares; 2025Q2: 6,086 shares; 2025Q3: 6,605 shares; 2025Q4: 6,685 shares; 2026Q1: 7,611 shares 7,611 $658K 0.01% +926 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,701 shares; 2024Q4: 26,540 shares; 2025Q1: 21,530 shares; 2025Q2: 25,135 shares; 2025Q3: 25,613 shares; 2025Q4: 25,874 shares; 2026Q1: 25,394 shares 25,394 $657K 0.01% -480 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,908 shares; 2025Q1: 2,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,770 shares; 2026Q1: 2,652 shares 2,652 $655K 0.01% -118 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,003 shares; 2025Q1: 8,688 shares; 2025Q2: 12,679 shares; 2025Q3: 11,265 shares; 2025Q4: 9,875 shares; 2026Q1: 11,568 shares 11,568 $654K 0.01% +1,693 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,950 shares; 2026Q1: 5,696 shares 5,696 $654K 0.01% -254 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,083 shares; 2025Q2: 18,078 shares; 2025Q3: 24,761 shares; 2025Q4: 33,983 shares; 2026Q1: 56,044 shares 56,044 $653K 0.01% +22,061 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,658 shares 9,658 $648K 0.01% new Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,514 shares; 2024Q4: 10,546 shares; 2025Q1: 10,453 shares; 2025Q2: 14,402 shares; 2025Q3: 14,429 shares; 2025Q4: 20,256 shares; 2026Q1: 20,274 shares 20,274 $647K 0.01% +18 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 24,095 shares 24,095 $645K 0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 9,154 shares; 2025Q1: 9,174 shares; 2025Q2: 9,197 shares; 2025Q3: 16,479 shares; 2025Q4: 17,476 shares; 2026Q1: 11,623 shares 11,623 $642K 0.01% -5,853 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,204 shares; 2024Q4: 58,678 shares; 2025Q1: 52,417 shares; 2025Q2: 37,874 shares; 2025Q3: 56,248 shares; 2025Q4: 95,424 shares; 2026Q1: 85,035 shares 85,035 $641K 0.01% -10,389 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,325 shares; 2025Q2: 9,686 shares; 2025Q3: 9,753 shares; 2025Q4: 15,737 shares; 2026Q1: 19,353 shares 19,353 $641K 0.01% +3,616 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,199 shares; 2025Q1: 4,144 shares; 2025Q2: 3,756 shares; 2025Q3: 3,271 shares; 2025Q4: 4,288 shares; 2026Q1: 4,931 shares 4,931 $640K 0.01% +643 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS 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: 12,285 shares; 2025Q4: 13,423 shares; 2026Q1: 25,234 shares 25,234 $638K 0.01% +11,811 Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,085 shares; 2026Q1: 10,918 shares 10,918 $637K 0.01% +833 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,693 shares; 2025Q2: 25,734 shares; 2025Q3: 23,530 shares; 2025Q4: 24,219 shares; 2026Q1: 24,187 shares 24,187 $637K 0.01% -32 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,586 shares; 2025Q3: 13,484 shares; 2025Q4: 12,684 shares; 2026Q1: 12,847 shares 12,847 $637K 0.01% +163 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,271 shares; 2024Q4: 73,609 shares; 2025Q1: 73,640 shares; 2025Q2: 36,621 shares; 2025Q3: 45,300 shares; 2025Q4: 43,623 shares; 2026Q1: 57,334 shares 57,334 $636K 0.01% +13,711 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,649 shares; 2024Q4: 15,013 shares; 2025Q1: 15,029 shares; 2025Q2: 14,198 shares; 2025Q3: 14,198 shares; 2025Q4: 14,198 shares; 2026Q1: 14,216 shares 14,216 $636K 0.01% +18 Timeline VTIP 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: 6,843 shares; 2024Q4: 8,331 shares; 2025Q1: 9,912 shares; 2025Q2: 10,546 shares; 2025Q3: 10,580 shares; 2025Q4: 11,475 shares; 2026Q1: 12,621 shares 12,621 $630K 0.01% +1,146 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,249 shares; 2025Q1: 9,171 shares; 2025Q2: 7,816 shares; 2025Q3: 7,604 shares; 2025Q4: 7,529 shares; 2026Q1: 8,518 shares 8,518 $630K 0.01% +989 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,873 shares; 2025Q3: not reported; 2025Q4: 9,261 shares; 2026Q1: 29,039 shares 29,039 $629K 0.01% +19,778 Timeline IWL 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: 3,562 shares; 2026Q1: 3,917 shares 3,917 $629K 0.01% +355 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,244 shares; 2024Q4: 40,625 shares; 2025Q1: 24,584 shares; 2025Q2: 25,190 shares; 2025Q3: 22,963 shares; 2025Q4: 24,310 shares; 2026Q1: 28,657 shares 28,657 $627K 0.01% +4,347 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,560 shares; 2025Q3: 12,020 shares; 2025Q4: 12,232 shares; 2026Q1: 12,915 shares 12,915 $623K 0.01% +683 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,201 shares; 2024Q4: 13,130 shares; 2025Q1: 19,098 shares; 2025Q2: 18,013 shares; 2025Q3: 15,273 shares; 2025Q4: 14,127 shares; 2026Q1: 11,280 shares 11,280 $623K 0.01% -2,847 Timeline DWM 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: 4,250 shares; 2025Q3: 4,773 shares; 2025Q4: 7,159 shares; 2026Q1: 8,868 shares 8,868 $620K 0.01% +1,709 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,469 shares; 2024Q4: 54,393 shares; 2025Q1: 53,292 shares; 2025Q2: 51,531 shares; 2025Q3: 51,727 shares; 2025Q4: 50,691 shares; 2026Q1: 51,382 shares 51,382 $619K 0.01% +691 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,302 shares; 2024Q4: 9,309 shares; 2025Q1: 9,567 shares; 2025Q2: 18,124 shares; 2025Q3: 21,500 shares; 2025Q4: 24,005 shares; 2026Q1: 26,555 shares 26,555 $618K 0.01% +2,550 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 3,418 shares; 2025Q1: 3,794 shares; 2025Q2: 3,671 shares; 2025Q3: 3,921 shares; 2025Q4: 4,365 shares; 2026Q1: 4,161 shares 4,161 $617K 0.01% -204 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 12,962 shares; 2025Q1: 11,385 shares; 2025Q2: 11,207 shares; 2025Q3: 7,731 shares; 2025Q4: 5,853 shares; 2026Q1: 5,957 shares 5,957 $617K 0.01% +104 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 10,255 shares; 2025Q1: 10,255 shares; 2025Q2: 11,255 shares; 2025Q3: 11,255 shares; 2025Q4: 11,255 shares; 2026Q1: 11,255 shares 11,255 $616K 0.01% 0 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,956 shares; 2026Q1: 28,775 shares 28,775 $615K 0.01% -1,181 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,026 shares; 2025Q2: 11,390 shares; 2025Q3: 12,706 shares; 2025Q4: 12,814 shares; 2026Q1: 12,926 shares 12,926 $613K 0.01% +112 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,263 shares; 2025Q1: 10,372 shares; 2025Q2: 10,252 shares; 2025Q3: 10,357 shares; 2025Q4: 11,001 shares; 2026Q1: 11,126 shares 11,126 $612K 0.01% +125 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 10,545 shares; 2025Q1: 1,390 shares; 2025Q2: 1,376 shares; 2025Q3: 1,438 shares; 2025Q4: 1,486 shares; 2026Q1: 1,609 shares 1,609 $611K 0.01% +123 Timeline IYY 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: 4,439 shares; 2024Q4: 4,295 shares; 2025Q1: 4,277 shares; 2025Q2: 4,308 shares; 2025Q3: 4,047 shares; 2025Q4: 3,848 shares; 2026Q1: 3,845 shares 3,845 $609K 0.01% -3 Timeline VIS 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: 1,783 shares; 2024Q4: 1,665 shares; 2025Q1: 1,404 shares; 2025Q2: 1,287 shares; 2025Q3: 1,258 shares; 2025Q4: 1,759 shares; 2026Q1: 1,937 shares 1,937 $605K 0.01% +178 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,618 shares; 2025Q1: 1,270 shares; 2025Q2: 1,177 shares; 2025Q3: 1,242 shares; 2025Q4: not reported; 2026Q1: 2,434 shares 2,434 $604K 0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,277 shares; 2025Q4: 73,535 shares; 2026Q1: 66,968 shares 66,968 $604K 0.01% -6,567 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,032 shares; 2024Q4: 15,244 shares; 2025Q1: 14,630 shares; 2025Q2: 13,219 shares; 2025Q3: 16,537 shares; 2025Q4: 15,631 shares; 2026Q1: 16,918 shares 16,918 $604K 0.01% +1,287 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,223 shares 9,223 $604K 0.01% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,034 shares; 2026Q1: 27,422 shares 27,422 $604K 0.01% +13,388 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,867 shares; 2025Q1: 7,232 shares; 2025Q2: 7,912 shares; 2025Q3: 7,631 shares; 2025Q4: 7,534 shares; 2026Q1: 6,640 shares 6,640 $601K 0.01% -894 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 4,949 shares; 2025Q3: 3,797 shares; 2025Q4: 4,213 shares; 2026Q1: 6,135 shares 6,135 $599K 0.01% +1,922 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,959 shares; 2025Q3: 17,934 shares; 2025Q4: 17,619 shares; 2026Q1: 33,207 shares 33,207 $598K 0.01% +15,588 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,726 shares; 2026Q1: 5,264 shares 5,264 $598K 0.01% -462 Timeline XYLD 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: 8,089 shares; 2024Q4: 8,792 shares; 2025Q1: 8,861 shares; 2025Q2: 10,982 shares; 2025Q3: 12,516 shares; 2025Q4: 13,213 shares; 2026Q1: 15,220 shares 15,220 $596K 0.01% +2,007 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,899 shares; 2025Q3: 13,741 shares; 2025Q4: 18,193 shares; 2026Q1: 17,518 shares 17,518 $595K 0.01% -675 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,281 shares 13,281 $595K 0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,420 shares; 2025Q3: 7,462 shares; 2025Q4: 4,407 shares; 2026Q1: 4,390 shares 4,390 $594K 0.01% -17 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,640 shares; 2026Q1: 22,534 shares 22,534 $592K 0.01% +6,894 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 8,893 shares; 2025Q1: 9,171 shares; 2025Q2: 8,959 shares; 2025Q3: 9,206 shares; 2025Q4: 8,957 shares; 2026Q1: 9,238 shares 9,238 $591K 0.01% +281 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 49,698 shares; 2025Q1: 49,730 shares; 2025Q2: 51,539 shares; 2025Q3: 41,744 shares; 2025Q4: 41,679 shares; 2026Q1: 36,238 shares 36,238 $586K 0.01% -5,441 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,834 shares; 2025Q3: not reported; 2025Q4: 14,066 shares; 2026Q1: 13,616 shares 13,616 $584K 0.01% -450 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 315 shares; 2025Q1: 358 shares; 2025Q2: 331 shares; 2025Q3: 334 shares; 2025Q4: 366 shares; 2026Q1: 305 shares 305 $584K 0.01% -61 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 3,655 shares; 2025Q1: 12,502 shares; 2025Q2: 10,198 shares; 2025Q3: 9,281 shares; 2025Q4: 10,140 shares; 2026Q1: 12,290 shares 12,290 $583K 0.01% +2,150 Timeline DFSV 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: 9,268 shares; 2024Q4: 9,009 shares; 2025Q1: 14,372 shares; 2025Q2: 15,808 shares; 2025Q3: 15,861 shares; 2025Q4: 16,065 shares; 2026Q1: 16,568 shares 16,568 $581K 0.01% +503 Timeline ACWX 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: 8,199 shares; 2025Q1: 5,471 shares; 2025Q2: not reported; 2025Q3: 11,215 shares; 2025Q4: 11,386 shares; 2026Q1: 8,469 shares 8,469 $580K 0.01% -2,917 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,088 shares; 2025Q4: 8,437 shares; 2026Q1: 12,730 shares 12,730 $579K 0.01% +4,293 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,211 shares; 2025Q1: 2,242 shares; 2025Q2: 2,657 shares; 2025Q3: 2,620 shares; 2025Q4: 2,296 shares; 2026Q1: 2,307 shares 2,307 $578K 0.01% +11 Timeline SCHC 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: 15,811 shares; 2024Q4: 15,817 shares; 2025Q1: 12,208 shares; 2025Q2: 12,418 shares; 2025Q3: 12,506 shares; 2025Q4: 13,024 shares; 2026Q1: 12,343 shares 12,343 $577K 0.01% -681 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,611 shares; 2026Q1: 3,494 shares 3,494 $576K 0.01% -117 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,679 shares; 2025Q1: 4,190 shares; 2025Q2: 2,036 shares; 2025Q3: 4,641 shares; 2025Q4: 3,087 shares; 2026Q1: 3,033 shares 3,033 $576K 0.01% -54 Timeline SCHF 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: 10,409 shares; 2024Q4: 20,718 shares; 2025Q1: 19,105 shares; 2025Q2: 15,822 shares; 2025Q3: 22,300 shares; 2025Q4: 25,219 shares; 2026Q1: 23,212 shares 23,212 $575K 0.01% -2,007 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,425 shares; 2024Q4: 32,292 shares; 2025Q1: 30,954 shares; 2025Q2: 29,558 shares; 2025Q3: 25,215 shares; 2025Q4: 63,106 shares; 2026Q1: 36,307 shares 36,307 $571K 0.01% -26,799 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 10,154 shares; 2025Q4: 10,232 shares; 2026Q1: 9,971 shares 9,971 $569K 0.01% -261 Timeline IBDV 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: 15,064 shares; 2025Q3: 18,248 shares; 2025Q4: 23,268 shares; 2026Q1: 25,874 shares 25,874 $566K 0.01% +2,606 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 5,805 shares; 2025Q1: 5,076 shares; 2025Q2: 4,529 shares; 2025Q3: 4,724 shares; 2025Q4: 4,399 shares; 2026Q1: 2,775 shares 2,775 $566K 0.01% -1,624 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 1,895 shares 1,895 $566K 0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 409 shares; 2025Q1: 429 shares; 2025Q2: 441 shares; 2025Q3: 438 shares; 2025Q4: 439 shares; 2026Q1: 299 shares 299 $564K 0.01% -140 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 4,660 shares; 2025Q1: 7,333 shares; 2025Q2: 7,108 shares; 2025Q3: 7,943 shares; 2025Q4: 6,776 shares; 2026Q1: 6,624 shares 6,624 $562K 0.01% -152 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,809 shares; 2024Q4: 54,564 shares; 2025Q1: 57,585 shares; 2025Q2: 70,768 shares; 2025Q3: 44,332 shares; 2025Q4: 42,686 shares; 2026Q1: 41,526 shares 41,526 $561K 0.01% -1,160 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 4,243 shares; 2025Q1: 4,992 shares; 2025Q2: 5,003 shares; 2025Q3: 5,059 shares; 2025Q4: 4,397 shares; 2026Q1: 4,147 shares 4,147 $561K 0.01% -250 Timeline UDEC 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: 30,600 shares; 2025Q3: 24,900 shares; 2025Q4: 23,000 shares; 2026Q1: 14,400 shares 14,400 $559K 0.01% -8,600 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 17,529 shares; 2025Q1: 17,644 shares; 2025Q2: 19,514 shares; 2025Q3: 18,229 shares; 2025Q4: 20,347 shares; 2026Q1: 28,004 shares 28,004 $559K 0.01% +7,657 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,620 shares; 2026Q1: 8,580 shares 8,580 $558K 0.01% +2,960 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,406 shares; 2025Q3: 9,830 shares; 2025Q4: 10,237 shares; 2026Q1: 9,820 shares 9,820 $557K 0.01% -417 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,069 shares; 2025Q1: 34,019 shares; 2025Q2: 56,827 shares; 2025Q3: 48,085 shares; 2025Q4: 30,074 shares; 2026Q1: 24,418 shares 24,418 $556K 0.01% -5,656 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 1,019 shares; 2025Q1: 1,589 shares; 2025Q2: 1,582 shares; 2025Q3: 1,145 shares; 2025Q4: 1,160 shares; 2026Q1: 3,247 shares 3,247 $556K 0.01% +2,087 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 9,330 shares 9,330 $556K 0.01% new Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,916 shares; 2024Q4: 14,256 shares; 2025Q1: 15,455 shares; 2025Q2: 12,552 shares; 2025Q3: 13,207 shares; 2025Q4: 14,131 shares; 2026Q1: 15,553 shares 15,553 $555K 0.01% +1,422 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,461 shares; 2025Q1: 3,421 shares; 2025Q2: 3,316 shares; 2025Q3: 3,379 shares; 2025Q4: 3,279 shares; 2026Q1: 4,830 shares 4,830 $555K 0.01% +1,551 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,239 shares; 2025Q1: 2,932 shares; 2025Q2: 2,286 shares; 2025Q3: 1,770 shares; 2025Q4: not reported; 2026Q1: 6,368 shares 6,368 $553K 0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,695 shares; 2026Q1: 6,423 shares 6,423 $553K 0.01% -272 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,112 shares; 2025Q1: 4,220 shares; 2025Q2: 4,321 shares; 2025Q3: 4,414 shares; 2025Q4: 4,481 shares; 2026Q1: 4,332 shares 4,332 $551K 0.01% -149 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,201 shares; 2024Q4: 19,699 shares; 2025Q1: 19,098 shares; 2025Q2: 18,522 shares; 2025Q3: 18,669 shares; 2025Q4: 18,361 shares; 2026Q1: 18,584 shares 18,584 $548K 0.01% +223 Timeline FAPR 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: 14,858 shares; 2024Q4: 14,858 shares; 2025Q1: 14,858 shares; 2025Q2: 14,083 shares; 2025Q3: 13,963 shares; 2025Q4: 13,683 shares; 2026Q1: 12,203 shares 12,203 $548K 0.01% -1,480 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 9,149 shares; 2025Q1: 7,892 shares; 2025Q2: 7,677 shares; 2025Q3: 6,997 shares; 2025Q4: 6,932 shares; 2026Q1: 7,102 shares 7,102 $547K 0.01% +170 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,412 shares; 2024Q4: 12,514 shares; 2025Q1: 14,151 shares; 2025Q2: 12,641 shares; 2025Q3: 10,108 shares; 2025Q4: 10,215 shares; 2026Q1: 8,394 shares 8,394 $542K 0.01% -1,821 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 11,895 shares; 2025Q1: 56,161 shares; 2025Q2: 32,954 shares; 2025Q3: 27,997 shares; 2025Q4: 24,480 shares; 2026Q1: 25,221 shares 25,221 $541K 0.01% +741 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,267 shares; 2025Q2: 18,381 shares; 2025Q3: 19,115 shares; 2025Q4: 19,525 shares; 2026Q1: 19,872 shares 19,872 $541K 0.01% +347 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,020 shares; 2025Q2: 2,842 shares; 2025Q3: 11,665 shares; 2025Q4: 12,164 shares; 2026Q1: 5,787 shares 5,787 $541K 0.01% -6,377 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH 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: 11,756 shares; 2025Q4: 13,703 shares; 2026Q1: 12,895 shares 12,895 $540K 0.01% -808 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 6,178 shares; 2025Q1: 6,347 shares; 2025Q2: 6,717 shares; 2025Q3: 6,596 shares; 2025Q4: 6,515 shares; 2026Q1: 6,371 shares 6,371 $539K 0.01% -144 Timeline AAON AAON INC More: the full row for AAON 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: 4,723 shares; 2025Q4: 6,280 shares; 2026Q1: 6,516 shares 6,516 $539K 0.01% +236 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,090 shares 1,090 $539K 0.01% +15 Timeline SPEM 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: 3,998 shares; 2024Q4: 7,973 shares; 2025Q1: 9,903 shares; 2025Q2: 9,728 shares; 2025Q3: 11,051 shares; 2025Q4: 9,494 shares; 2026Q1: 11,464 shares 11,464 $538K 0.01% +1,970 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,099 shares; 2025Q1: 5,057 shares; 2025Q2: 4,485 shares; 2025Q3: 4,390 shares; 2025Q4: 4,773 shares; 2026Q1: 4,782 shares 4,782 $537K 0.01% +9 Timeline IYE 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: 7,855 shares; 2024Q4: 7,985 shares; 2025Q1: 8,846 shares; 2025Q2: 10,021 shares; 2025Q3: 10,455 shares; 2025Q4: 10,506 shares; 2026Q1: 8,275 shares 8,275 $536K 0.01% -2,231 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,697 shares; 2024Q4: 5,730 shares; 2025Q1: 11,434 shares; 2025Q2: 10,833 shares; 2025Q3: 11,054 shares; 2025Q4: 11,461 shares; 2026Q1: 11,771 shares 11,771 $536K 0.01% +310 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,680 shares; 2025Q1: 1,592 shares; 2025Q2: 1,824 shares; 2025Q3: 1,659 shares; 2025Q4: 1,192 shares; 2026Q1: 1,567 shares 1,567 $535K 0.01% +375 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 21,774 shares; 2025Q1: 22,383 shares; 2025Q2: 30,566 shares; 2025Q3: 26,170 shares; 2025Q4: 23,836 shares; 2026Q1: 22,994 shares 22,994 $534K 0.01% -842 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,586 shares; 2024Q4: 24,455 shares; 2025Q1: 13,202 shares; 2025Q2: 13,175 shares; 2025Q3: 5,470 shares; 2025Q4: 5,334 shares; 2026Q1: 8,703 shares 8,703 $531K 0.01% +3,369 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,565 shares 1,565 $531K 0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,326 shares; 2024Q4: 20,636 shares; 2025Q1: 21,991 shares; 2025Q2: 10,874 shares; 2025Q3: 10,208 shares; 2025Q4: 11,458 shares; 2026Q1: 11,064 shares 11,064 $526K 0.01% -394 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,314 shares; 2024Q4: 209,255 shares; 2025Q1: 198,072 shares; 2025Q2: 204,412 shares; 2025Q3: 206,898 shares; 2025Q4: 201,682 shares; 2026Q1: 200,390 shares 200,390 $523K 0.01% -1,292 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,278 shares; 2025Q1: 4,351 shares; 2025Q2: not reported; 2025Q3: 4,966 shares; 2025Q4: 10,496 shares; 2026Q1: 10,759 shares 10,759 $522K 0.01% +263 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,127 shares; 2025Q1: 40,117 shares; 2025Q2: 18,497 shares; 2025Q3: 15,119 shares; 2025Q4: 15,119 shares; 2026Q1: 12,019 shares 12,019 $522K 0.01% -3,100 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,817 shares 9,817 $522K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,940 shares; 2024Q4: 37,203 shares; 2025Q1: 35,517 shares; 2025Q2: 33,929 shares; 2025Q3: 30,979 shares; 2025Q4: 30,376 shares; 2026Q1: 30,471 shares 30,471 $520K 0.01% +95 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,464 shares; 2025Q1: 2,470 shares; 2025Q2: 2,492 shares; 2025Q3: 2,556 shares; 2025Q4: 3,496 shares; 2026Q1: 3,196 shares 3,196 $519K 0.01% -300 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,422 shares; 2024Q4: 210,813 shares; 2025Q1: 206,108 shares; 2025Q2: 180,614 shares; 2025Q3: 167,628 shares; 2025Q4: 160,674 shares; 2026Q1: 160,877 shares 160,877 $518K 0.01% +203 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 7,794 shares; 2025Q4: 7,844 shares; 2026Q1: 7,852 shares 7,852 $516K 0.01% +8 Timeline VOOV 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: 2,129 shares; 2024Q4: 2,224 shares; 2025Q1: 2,373 shares; 2025Q2: 2,727 shares; 2025Q3: 2,467 shares; 2025Q4: 2,677 shares; 2026Q1: 2,534 shares 2,534 $516K 0.01% -143 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 6,733 shares; 2025Q1: 4,909 shares; 2025Q2: 5,015 shares; 2025Q3: 4,131 shares; 2025Q4: 3,873 shares; 2026Q1: 3,318 shares 3,318 $516K 0.01% -555 Timeline DFAU 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: 16,043 shares; 2024Q4: 16,212 shares; 2025Q1: 16,115 shares; 2025Q2: 14,802 shares; 2025Q3: 12,062 shares; 2025Q4: 12,073 shares; 2026Q1: 11,432 shares 11,432 $516K 0.01% -641 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,296 shares; 2025Q3: 5,443 shares; 2025Q4: not reported; 2026Q1: 5,917 shares 5,917 $515K 0.01% new Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,940 shares; 2024Q4: 26,452 shares; 2025Q1: 18,941 shares; 2025Q2: 17,939 shares; 2025Q3: 14,713 shares; 2025Q4: 16,604 shares; 2026Q1: 18,624 shares 18,624 $515K 0.01% +2,020 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,421 shares; 2024Q4: 17,337 shares; 2025Q1: 16,856 shares; 2025Q2: 16,381 shares; 2025Q3: 16,105 shares; 2025Q4: 16,000 shares; 2026Q1: 13,899 shares 13,899 $514K 0.01% -2,101 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 3,056 shares; 2025Q1: 3,457 shares; 2025Q2: 4,136 shares; 2025Q3: 2,096 shares; 2025Q4: 1,965 shares; 2026Q1: 1,928 shares 1,928 $514K 0.01% -37 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,353 shares; 2025Q3: 4,653 shares; 2025Q4: 4,143 shares; 2026Q1: 4,277 shares 4,277 $513K 0.01% +134 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 777 shares; 2025Q1: 730 shares; 2025Q2: 841 shares; 2025Q3: 827 shares; 2025Q4: 396 shares; 2026Q1: 406 shares 406 $512K 0.01% +10 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 17,782 shares; 2025Q1: 13,928 shares; 2025Q2: 11,616 shares; 2025Q3: 11,303 shares; 2025Q4: 10,697 shares; 2026Q1: 10,546 shares 10,546 $510K 0.01% -151 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,218 shares; 2024Q4: not reported; 2025Q1: 2,665 shares; 2025Q2: 3,561 shares; 2025Q3: 3,305 shares; 2025Q4: 3,386 shares; 2026Q1: 5,981 shares 5,981 $509K 0.01% +2,595 Timeline IEX IDEX CORP More: the full row for IDEX 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: 2,684 shares 2,684 $509K 0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,555 shares; 2024Q4: 60,872 shares; 2025Q1: 56,273 shares; 2025Q2: 51,336 shares; 2025Q3: 44,954 shares; 2025Q4: 15,132 shares; 2026Q1: 14,478 shares 14,478 $509K 0.01% -654 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,889 shares; 2025Q1: 2,912 shares; 2025Q2: 2,489 shares; 2025Q3: 2,499 shares; 2025Q4: 2,083 shares; 2026Q1: 3,139 shares 3,139 $508K 0.01% +1,056 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,575 shares; 2024Q4: 22,483 shares; 2025Q1: 23,894 shares; 2025Q2: 24,724 shares; 2025Q3: 25,257 shares; 2025Q4: 25,218 shares; 2026Q1: 24,891 shares 24,891 $508K 0.01% -327 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 1,182 shares; 2025Q4: 1,178 shares; 2026Q1: 1,288 shares 1,288 $508K 0.01% +110 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,939 shares; 2025Q1: 3,551 shares; 2025Q2: 4,843 shares; 2025Q3: 2,969 shares; 2025Q4: 3,189 shares; 2026Q1: 7,068 shares 7,068 $507K 0.01% +3,879 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 10,869 shares; 2025Q1: 11,318 shares; 2025Q2: 13,742 shares; 2025Q3: 14,363 shares; 2025Q4: 15,386 shares; 2026Q1: 15,269 shares 15,269 $507K 0.01% -117 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,416 shares; 2025Q1: 13,918 shares; 2025Q2: 15,132 shares; 2025Q3: 15,716 shares; 2025Q4: 17,919 shares; 2026Q1: 16,899 shares 16,899 $507K 0.01% -1,020 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,157 shares; 2024Q4: 30,436 shares; 2025Q1: 30,817 shares; 2025Q2: 25,422 shares; 2025Q3: 24,791 shares; 2025Q4: 24,886 shares; 2026Q1: 25,179 shares 25,179 $507K 0.01% +293 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 8,870 shares; 2025Q4: 9,352 shares; 2026Q1: 10,050 shares 10,050 $506K 0.01% +698 Timeline FLTW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,275 shares; 2026Q1: 7,406 shares 7,406 $504K 0.01% +131 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,949 shares 2,949 $504K 0.01% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 1,917 shares; 2025Q4: 1,956 shares; 2026Q1: 1,667 shares 1,667 $503K 0.01% -289 Timeline IBDY 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: 12,384 shares; 2025Q3: 15,127 shares; 2025Q4: 17,786 shares; 2026Q1: 19,453 shares 19,453 $503K 0.01% +1,667 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,387 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $502K 0.01% 0 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,798 shares 49,798 $499K 0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 13,250 shares; 2025Q1: 12,593 shares; 2025Q2: 13,918 shares; 2025Q3: 12,943 shares; 2025Q4: 12,393 shares; 2026Q1: 10,693 shares 10,693 $499K 0.01% -1,700 Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 14,308 shares 14,308 $498K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 13,031 shares; 2025Q1: 11,760 shares; 2025Q2: 58,427 shares; 2025Q3: 46,654 shares; 2025Q4: 45,242 shares; 2026Q1: 44,190 shares 44,190 $498K 0.01% -1,052 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,974 shares; 2024Q4: 9,009 shares; 2025Q1: 6,392 shares; 2025Q2: 6,012 shares; 2025Q3: 5,792 shares; 2025Q4: 6,181 shares; 2026Q1: 6,219 shares 6,219 $498K 0.01% +38 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,295 shares; 2024Q4: 25,234 shares; 2025Q1: 23,239 shares; 2025Q2: 21,128 shares; 2025Q3: 20,957 shares; 2025Q4: 24,251 shares; 2026Q1: 24,380 shares 24,380 $498K 0.01% +129 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,934 shares; 2025Q3: 23,129 shares; 2025Q4: 22,653 shares; 2026Q1: 22,086 shares 22,086 $496K 0.01% -567 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,044 shares; 2025Q1: 1,929 shares; 2025Q2: 2,872 shares; 2025Q3: 2,864 shares; 2025Q4: 3,009 shares; 2026Q1: 2,864 shares 2,864 $494K 0.01% -145 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,388 shares; 2025Q1: 24,988 shares; 2025Q2: 21,238 shares; 2025Q3: 11,238 shares; 2025Q4: 11,238 shares; 2026Q1: 11,238 shares 11,238 $494K 0.01% 0 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,001 shares 17,001 $493K 0.01% +1 Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,663 shares 12,663 $492K 0.01% new Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,761 shares; 2024Q4: 15,154 shares; 2025Q1: 9,171 shares; 2025Q2: 9,057 shares; 2025Q3: 8,019 shares; 2025Q4: 16,508 shares; 2026Q1: 18,160 shares 18,160 $492K 0.01% +1,652 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,695 shares; 2025Q4: 12,695 shares; 2026Q1: 12,695 shares 12,695 $491K 0.01% 0 Timeline BOTZ 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: 13,832 shares; 2024Q4: 16,342 shares; 2025Q1: 19,354 shares; 2025Q2: 25,333 shares; 2025Q3: 24,306 shares; 2025Q4: 25,150 shares; 2026Q1: 14,773 shares 14,773 $491K 0.01% -10,377 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,762 shares; 2025Q1: 8,453 shares; 2025Q2: 7,546 shares; 2025Q3: 4,706 shares; 2025Q4: 4,786 shares; 2026Q1: 4,982 shares 4,982 $490K 0.01% +196 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,300 shares; 2024Q4: 28,300 shares; 2025Q1: 28,300 shares; 2025Q2: 27,050 shares; 2025Q3: 27,296 shares; 2025Q4: 27,296 shares; 2026Q1: 27,341 shares 27,341 $489K 0.01% +45 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,814 shares; 2024Q4: 63,111 shares; 2025Q1: 28,166 shares; 2025Q2: 23,418 shares; 2025Q3: 7,103 shares; 2025Q4: 7,922 shares; 2026Q1: 10,956 shares 10,956 $489K 0.01% +3,034 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,270 shares; 2025Q2: 21,859 shares; 2025Q3: 36,999 shares; 2025Q4: 37,534 shares; 2026Q1: 34,806 shares 34,806 $489K 0.01% -2,728 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,992 shares 18,992 $487K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 872 shares; 2025Q1: 897 shares; 2025Q2: 923 shares; 2025Q3: 1,151 shares; 2025Q4: 574 shares; 2026Q1: 445 shares 445 $487K 0.01% -129 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,397 shares; 2024Q4: 28,147 shares; 2025Q1: 29,422 shares; 2025Q2: 31,038 shares; 2025Q3: 68,706 shares; 2025Q4: 75,340 shares; 2026Q1: 76,067 shares 76,067 $485K 0.01% +727 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,503 shares 8,503 $485K 0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,769 shares 9,769 $484K 0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX 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: 711 shares; 2025Q3: 788 shares; 2025Q4: 1,054 shares; 2026Q1: 1,039 shares 1,039 $482K 0.01% -15 Timeline FELG 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: 71,957 shares; 2024Q4: 19,596 shares; 2025Q1: 15,955 shares; 2025Q2: 22,006 shares; 2025Q3: 18,243 shares; 2025Q4: 12,819 shares; 2026Q1: 12,827 shares 12,827 $481K 0.01% +8 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS 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: 44,777 shares; 2026Q1: 72,994 shares 72,994 $480K 0.01% +28,217 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,134 shares 3,134 $479K 0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,331 shares; 2025Q2: 14,703 shares; 2025Q3: 14,622 shares; 2025Q4: 15,376 shares; 2026Q1: 11,325 shares 11,325 $479K 0.01% -4,051 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,185 shares; 2025Q1: 4,790 shares; 2025Q2: 4,748 shares; 2025Q3: 4,567 shares; 2025Q4: 5,088 shares; 2026Q1: 5,167 shares 5,167 $477K 0.01% +79 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,769 shares; 2024Q4: 23,809 shares; 2025Q1: 23,531 shares; 2025Q2: 22,338 shares; 2025Q3: 20,219 shares; 2025Q4: 20,237 shares; 2026Q1: 18,858 shares 18,858 $477K 0.01% -1,379 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,630 shares; 2025Q3: 15,409 shares; 2025Q4: 17,112 shares; 2026Q1: 18,814 shares 18,814 $475K 0.01% +1,702 Timeline OMFL 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: 16,466 shares; 2024Q4: 12,214 shares; 2025Q1: 8,051 shares; 2025Q2: 8,052 shares; 2025Q3: 7,769 shares; 2025Q4: 7,552 shares; 2026Q1: 7,904 shares 7,904 $475K 0.01% +352 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 3,815 shares; 2025Q1: 3,895 shares; 2025Q2: 4,040 shares; 2025Q3: 4,261 shares; 2025Q4: not reported; 2026Q1: 3,465 shares 3,465 $475K 0.01% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,408 shares; 2024Q4: 7,497 shares; 2025Q1: 7,372 shares; 2025Q2: 7,476 shares; 2025Q3: 7,808 shares; 2025Q4: 10,281 shares; 2026Q1: 10,744 shares 10,744 $475K 0.01% +463 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 30,879 shares 30,879 $475K 0.01% new Timeline IJJ 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: 3,437 shares; 2024Q4: 4,910 shares; 2025Q1: 4,529 shares; 2025Q2: 4,251 shares; 2025Q3: 4,100 shares; 2025Q4: 3,691 shares; 2026Q1: 3,580 shares 3,580 $474K 0.01% -111 Timeline PBMY 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: 15,575 shares; 2025Q3: 15,575 shares; 2025Q4: 15,575 shares; 2026Q1: 15,587 shares 15,587 $472K 0.01% +12 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,116 shares; 2025Q1: 3,199 shares; 2025Q2: 930 shares; 2025Q3: 1,483 shares; 2025Q4: 2,073 shares; 2026Q1: 2,574 shares 2,574 $471K 0.01% +501 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 15,869 shares; 2026Q1: 16,315 shares 16,315 $471K 0.01% +446 Timeline FFIV F5 INC More: the full row for F5 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: 1,627 shares 1,627 $471K 0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,992 shares; 2025Q2: 12,118 shares; 2025Q3: 28,682 shares; 2025Q4: 29,297 shares; 2026Q1: 32,424 shares 32,424 $468K 0.01% +3,127 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,016 shares; 2025Q4: 17,017 shares; 2026Q1: 17,018 shares 17,018 $467K 0.01% +1 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,920 shares; 2024Q4: 9,730 shares; 2025Q1: 12,306 shares; 2025Q2: 14,806 shares; 2025Q3: 20,874 shares; 2025Q4: 21,242 shares; 2026Q1: 16,486 shares 16,486 $465K 0.01% -4,756 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,832 shares; 2024Q4: 8,562 shares; 2025Q1: 9,089 shares; 2025Q2: 9,124 shares; 2025Q3: 8,252 shares; 2025Q4: 7,429 shares; 2026Q1: 6,502 shares 6,502 $464K 0.01% -927 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,380 shares; 2025Q2: 21,380 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares; 2026Q1: 17,650 shares 17,650 $464K 0.01% -3,700 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,083 shares 7,083 $464K 0.01% new Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,118 shares; 2025Q2: 10,933 shares; 2025Q3: 10,364 shares; 2025Q4: 10,386 shares; 2026Q1: 9,288 shares 9,288 $462K 0.01% -1,098 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,230 shares; 2025Q1: 6,068 shares; 2025Q2: 5,639 shares; 2025Q3: 6,580 shares; 2025Q4: 6,859 shares; 2026Q1: 8,575 shares 8,575 $462K 0.01% +1,716 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 3,191 shares 3,191 $461K 0.01% new Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 6,894 shares; 2025Q1: 6,869 shares; 2025Q2: 6,854 shares; 2025Q3: 7,015 shares; 2025Q4: 7,039 shares; 2026Q1: 7,064 shares 7,064 $459K 0.01% +25 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,989 shares; 2024Q4: 50,552 shares; 2025Q1: 34,823 shares; 2025Q2: 29,416 shares; 2025Q3: 12,094 shares; 2025Q4: 12,961 shares; 2026Q1: 12,969 shares 12,969 $459K 0.01% +8 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 8,517 shares; 2025Q1: 7,156 shares; 2025Q2: 7,788 shares; 2025Q3: 3,874 shares; 2025Q4: 5,548 shares; 2026Q1: 4,699 shares 4,699 $458K 0.01% -849 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,281 shares; 2025Q4: 1,282 shares; 2026Q1: 1,277 shares 1,277 $457K 0.01% -5 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,698 shares; 2025Q1: 2,078 shares; 2025Q2: 1,424 shares; 2025Q3: not reported; 2025Q4: 2,713 shares; 2026Q1: 2,886 shares 2,886 $457K 0.01% +173 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,662 shares; 2026Q1: 45,928 shares 45,928 $457K 0.01% +17,266 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 12,939 shares; 2025Q1: 12,939 shares; 2025Q2: 27,941 shares; 2025Q3: 27,985 shares; 2025Q4: 27,329 shares; 2026Q1: 27,378 shares 27,378 $454K 0.01% +49 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 23,306 shares; 2025Q1: 11,268 shares; 2025Q2: 9,501 shares; 2025Q3: 7,816 shares; 2025Q4: 7,273 shares; 2026Q1: 6,928 shares 6,928 $454K 0.01% -345 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,137 shares; 2025Q2: 3,018 shares; 2025Q3: 2,979 shares; 2025Q4: 3,231 shares; 2026Q1: 3,213 shares 3,213 $453K 0.01% -18 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,591 shares; 2024Q4: 47,741 shares; 2025Q1: 46,067 shares; 2025Q2: 44,537 shares; 2025Q3: 45,053 shares; 2025Q4: 42,596 shares; 2026Q1: 44,508 shares 44,508 $453K 0.01% +1,912 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,642 shares; 2024Q4: 8,582 shares; 2025Q1: 8,275 shares; 2025Q2: 4,807 shares; 2025Q3: 5,197 shares; 2025Q4: 5,356 shares; 2026Q1: 3,600 shares 3,600 $453K 0.01% -1,756 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,820 shares; 2025Q3: 18,553 shares; 2025Q4: 22,135 shares; 2026Q1: 20,327 shares 20,327 $453K 0.01% -1,808 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,172 shares; 2026Q1: 9,577 shares 9,577 $451K 0.01% +3,405 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 2,560 shares; 2025Q1: 2,896 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,881 shares; 2026Q1: 2,508 shares 2,508 $450K 0.01% -373 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,926 shares; 2024Q4: 16,134 shares; 2025Q1: 16,221 shares; 2025Q2: 16,296 shares; 2025Q3: 17,628 shares; 2025Q4: 19,770 shares; 2026Q1: 19,995 shares 19,995 $450K 0.01% +225 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,543 shares; 2025Q3: 4,521 shares; 2025Q4: 4,471 shares; 2026Q1: 4,833 shares 4,833 $446K 0.01% +362 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 14,179 shares; 2025Q1: 15,447 shares; 2025Q2: 16,049 shares; 2025Q3: 16,049 shares; 2025Q4: 16,424 shares; 2026Q1: 15,199 shares 15,199 $446K 0.01% -1,225 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,447 shares; 2024Q4: 26,981 shares; 2025Q1: 27,516 shares; 2025Q2: 29,710 shares; 2025Q3: 27,975 shares; 2025Q4: 26,598 shares; 2026Q1: 26,642 shares 26,642 $444K 0.01% +44 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 4,253 shares; 2025Q1: 4,681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares; 2026Q1: 5,057 shares 5,057 $444K 0.01% -305 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,468 shares 11,468 $444K 0.01% new Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,586 shares; 2024Q4: 70,653 shares; 2025Q1: 70,744 shares; 2025Q2: 81,861 shares; 2025Q3: 80,284 shares; 2025Q4: 84,423 shares; 2026Q1: 87,568 shares 87,568 $444K 0.01% +3,145 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,982 shares; 2024Q4: 10,034 shares; 2025Q1: 10,100 shares; 2025Q2: 12,230 shares; 2025Q3: 11,344 shares; 2025Q4: 13,936 shares; 2026Q1: 16,478 shares 16,478 $444K 0.01% +2,542 Timeline FTSL 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: 10,838 shares; 2024Q4: 9,369 shares; 2025Q1: 9,455 shares; 2025Q2: 9,405 shares; 2025Q3: 9,869 shares; 2025Q4: 9,933 shares; 2026Q1: 9,890 shares 9,890 $443K 0.01% -43 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,353 shares; 2025Q1: 3,410 shares; 2025Q2: 3,890 shares; 2025Q3: 3,982 shares; 2025Q4: 8,340 shares; 2026Q1: 5,860 shares 5,860 $441K 0.01% -2,480 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 6,833 shares; 2025Q2: 5,196 shares; 2025Q3: 4,841 shares; 2025Q4: 4,851 shares; 2026Q1: 4,631 shares 4,631 $437K 0.01% -220 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 15,976 shares; 2025Q1: 15,771 shares; 2025Q2: 14,044 shares; 2025Q3: 13,095 shares; 2025Q4: 12,741 shares; 2026Q1: 11,514 shares 11,514 $433K 0.01% -1,227 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $431K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,352 shares; 2025Q2: 2,403 shares; 2025Q3: 2,362 shares; 2025Q4: 2,332 shares; 2026Q1: 2,396 shares 2,396 $431K 0.01% +64 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,590 shares; 2024Q4: 9,385 shares; 2025Q1: 7,397 shares; 2025Q2: 5,811 shares; 2025Q3: 5,649 shares; 2025Q4: 6,073 shares; 2026Q1: 5,938 shares 5,938 $430K 0.01% -135 Timeline QMAR 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: 18,671 shares; 2024Q4: 16,761 shares; 2025Q1: 16,361 shares; 2025Q2: 16,361 shares; 2025Q3: 16,361 shares; 2025Q4: 16,361 shares; 2026Q1: 12,786 shares 12,786 $430K 0.01% -3,575 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 4,708 shares; 2025Q1: 4,584 shares; 2025Q2: 5,447 shares; 2025Q3: 5,839 shares; 2025Q4: 5,426 shares; 2026Q1: 5,358 shares 5,358 $429K 0.01% -68 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,992 shares; 2025Q3: 9,613 shares; 2025Q4: 9,785 shares; 2026Q1: 10,818 shares 10,818 $426K 0.01% +1,033 Timeline VCX FUNDRISE INNOVATION FD LLC More: the full row for FUNDRISE INNOVATION FD LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,255 shares 3,255 $426K 0.01% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,415 shares; 2025Q2: 5,658 shares; 2025Q3: 6,242 shares; 2025Q4: 7,084 shares; 2026Q1: 6,852 shares 6,852 $425K 0.01% -232 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,208 shares; 2024Q4: 12,132 shares; 2025Q1: 9,321 shares; 2025Q2: 9,373 shares; 2025Q3: 9,333 shares; 2025Q4: 9,402 shares; 2026Q1: 8,949 shares 8,949 $425K 0.01% -453 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,000 shares 39,000 $424K 0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,845 shares; 2025Q1: 2,083 shares; 2025Q2: 1,929 shares; 2025Q3: 1,977 shares; 2025Q4: 2,016 shares; 2026Q1: 2,099 shares 2,099 $423K 0.01% +83 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,682 shares; 2025Q1: 6,463 shares; 2025Q2: 5,744 shares; 2025Q3: 5,745 shares; 2025Q4: 5,360 shares; 2026Q1: 5,264 shares 5,264 $420K 0.01% -96 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,679 shares; 2025Q1: 4,124 shares; 2025Q2: 2,818 shares; 2025Q3: 7,344 shares; 2025Q4: 7,207 shares; 2026Q1: 3,406 shares 3,406 $420K 0.01% -3,801 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,637 shares; 2024Q4: 63,543 shares; 2025Q1: 11,408 shares; 2025Q2: 6,882 shares; 2025Q3: 7,762 shares; 2025Q4: 8,518 shares; 2026Q1: 8,792 shares 8,792 $420K 0.01% +274 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,028 shares; 2025Q1: 7,428 shares; 2025Q2: 10,308 shares; 2025Q3: 13,795 shares; 2025Q4: 7,712 shares; 2026Q1: 8,403 shares 8,403 $419K 0.01% +691 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,212 shares; 2025Q1: 2,966 shares; 2025Q2: 2,993 shares; 2025Q3: 2,770 shares; 2025Q4: 2,551 shares; 2026Q1: 2,887 shares 2,887 $418K 0.01% +336 Timeline FNDX 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: 10,140 shares; 2025Q3: 10,960 shares; 2025Q4: 17,211 shares; 2026Q1: 14,966 shares 14,966 $417K 0.01% -2,245 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,386 shares; 2025Q1: 4,048 shares; 2025Q2: 5,068 shares; 2025Q3: 5,496 shares; 2025Q4: 5,555 shares; 2026Q1: 6,186 shares 6,186 $416K 0.01% +631 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,681 shares 6,681 $416K 0.01% new Timeline PBAU PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,020 shares; 2025Q4: 14,020 shares; 2026Q1: 14,020 shares 14,020 $416K 0.01% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 8,795 shares; 2025Q1: 11,433 shares; 2025Q2: 8,495 shares; 2025Q3: 9,210 shares; 2025Q4: 9,210 shares; 2026Q1: 8,240 shares 8,240 $415K 0.01% -970 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,765 shares; 2025Q3: 4,739 shares; 2025Q4: 6,960 shares; 2026Q1: 6,980 shares 6,980 $413K 0.01% +20 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,212 shares; 2025Q3: 9,352 shares; 2025Q4: 11,072 shares; 2026Q1: 12,411 shares 12,411 $411K 0.01% +1,339 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 2,454 shares; 2025Q1: 1,699 shares; 2025Q2: 1,845 shares; 2025Q3: 1,826 shares; 2025Q4: 2,268 shares; 2026Q1: 1,988 shares 1,988 $411K 0.01% -280 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,859 shares; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 3,242 shares; 2025Q4: 3,591 shares; 2026Q1: 3,638 shares 3,638 $409K 0.01% +47 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 6,206 shares; 2025Q1: 6,209 shares; 2025Q2: 6,477 shares; 2025Q3: 6,869 shares; 2025Q4: 7,421 shares; 2026Q1: 7,490 shares 7,490 $409K 0.01% +69 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,633 shares; 2024Q4: 5,815 shares; 2025Q1: 5,701 shares; 2025Q2: 5,768 shares; 2025Q3: 5,805 shares; 2025Q4: 5,630 shares; 2026Q1: 5,738 shares 5,738 $409K 0.01% +108 Timeline UBFO UNITED SEC BANCSHARES CALIF More: the full row for UNITED SEC BANCSHARES CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,840 shares; 2024Q4: 36,335 shares; 2025Q1: 36,777 shares; 2025Q2: 37,332 shares; 2025Q3: 37,851 shares; 2025Q4: 38,359 shares; 2026Q1: 38,820 shares 38,820 $408K 0.01% +461 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,679 shares; 2024Q4: 36,743 shares; 2025Q1: 35,327 shares; 2025Q2: 42,981 shares; 2025Q3: 42,921 shares; 2025Q4: 41,121 shares; 2026Q1: 39,476 shares 39,476 $407K 0.01% -1,645 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,579 shares; 2026Q1: 21,634 shares 21,634 $405K 0.01% -945 Timeline FAUG 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: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 7,965 shares; 2025Q2: 6,970 shares; 2025Q3: 9,320 shares; 2025Q4: 9,320 shares; 2026Q1: 7,780 shares 7,780 $403K <0.01% -1,540 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,538 shares; 2025Q1: 4,698 shares; 2025Q2: 6,044 shares; 2025Q3: 6,048 shares; 2025Q4: 7,999 shares; 2026Q1: 8,068 shares 8,068 $400K <0.01% +69 Timeline PRF 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: 10,574 shares; 2024Q4: 8,616 shares; 2025Q1: 8,951 shares; 2025Q2: 9,193 shares; 2025Q3: 8,081 shares; 2025Q4: 8,380 shares; 2026Q1: 8,410 shares 8,410 $400K <0.01% +30 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT 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: not reported; 2025Q4: not reported; 2026Q1: 2,017 shares 2,017 $399K <0.01% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,201 shares; 2025Q3: 10,092 shares; 2025Q4: 11,516 shares; 2026Q1: 6,744 shares 6,744 $399K <0.01% -4,772 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 6,279 shares; 2025Q1: 7,193 shares; 2025Q2: 7,735 shares; 2025Q3: 14,130 shares; 2025Q4: 13,985 shares; 2026Q1: 7,689 shares 7,689 $398K <0.01% -6,296 Timeline SPLV 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: 2,932 shares; 2024Q4: 4,296 shares; 2025Q1: 4,463 shares; 2025Q2: 4,377 shares; 2025Q3: 4,431 shares; 2025Q4: 5,143 shares; 2026Q1: 5,438 shares 5,438 $398K <0.01% +295 Timeline JOET 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,624 shares; 2026Q1: 9,848 shares 9,848 $394K <0.01% +4,224 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $393K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,685 shares; 2024Q4: 18,085 shares; 2025Q1: 17,471 shares; 2025Q2: 3,834 shares; 2025Q3: 3,691 shares; 2025Q4: 3,528 shares; 2026Q1: 3,077 shares 3,077 $393K <0.01% -451 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,474 shares 9,474 $392K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,968 shares; 2024Q4: 16,180 shares; 2025Q1: 17,086 shares; 2025Q2: 13,812 shares; 2025Q3: 11,090 shares; 2025Q4: 10,353 shares; 2026Q1: 6,023 shares 6,023 $391K <0.01% -4,330 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211,500 shares; 2025Q1: 239,000 shares; 2025Q2: 298,900 shares; 2025Q3: 330,900 shares; 2025Q4: 348,900 shares; 2026Q1: 349,400 shares 349,400 $391K <0.01% +500 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: 11,880 shares; 2025Q1: 10,921 shares; 2025Q2: 10,603 shares; 2025Q3: 10,004 shares; 2025Q4: 10,105 shares; 2026Q1: 9,628 shares 9,628 $391K <0.01% -477 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 3,922 shares; 2025Q1: 3,831 shares; 2025Q2: 3,633 shares; 2025Q3: 3,589 shares; 2025Q4: 3,234 shares; 2026Q1: 3,407 shares 3,407 $390K <0.01% +173 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,893 shares 9,893 $390K <0.01% new Timeline JMEE 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: 7,601 shares; 2024Q4: 7,503 shares; 2025Q1: 15,626 shares; 2025Q2: 18,097 shares; 2025Q3: 7,454 shares; 2025Q4: 6,115 shares; 2026Q1: 5,841 shares 5,841 $390K <0.01% -274 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,776 shares; 2025Q1: 2,759 shares; 2025Q2: 2,615 shares; 2025Q3: 2,528 shares; 2025Q4: 2,475 shares; 2026Q1: 2,384 shares 2,384 $390K <0.01% -91 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,634 shares; 2024Q4: 9,589 shares; 2025Q1: 9,595 shares; 2025Q2: 9,619 shares; 2025Q3: 9,392 shares; 2025Q4: 9,459 shares; 2026Q1: 14,737 shares 14,737 $389K <0.01% +5,278 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 2,171 shares; 2025Q2: 1,461 shares; 2025Q3: 5,094 shares; 2025Q4: 5,585 shares; 2026Q1: 1,683 shares 1,683 $389K <0.01% -3,902 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,679 shares; 2025Q1: 1,549 shares; 2025Q2: 1,596 shares; 2025Q3: 5,077 shares; 2025Q4: 1,640 shares; 2026Q1: 1,883 shares 1,883 $388K <0.01% +243 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,631 shares; 2025Q1: 69,631 shares; 2025Q2: 73,631 shares; 2025Q3: 72,631 shares; 2025Q4: 95,131 shares; 2026Q1: 104,031 shares 104,031 $387K <0.01% +8,900 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,423 shares; 2024Q4: 39,622 shares; 2025Q1: 45,675 shares; 2025Q2: 47,521 shares; 2025Q3: 49,287 shares; 2025Q4: 58,794 shares; 2026Q1: 19,404 shares 19,404 $387K <0.01% -39,390 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,310 shares; 2025Q2: 8,878 shares; 2025Q3: 8,903 shares; 2025Q4: 8,886 shares; 2026Q1: 8,915 shares 8,915 $386K <0.01% +29 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,274 shares; 2025Q3: 1,311 shares; 2025Q4: 1,700 shares; 2026Q1: 1,714 shares 1,714 $386K <0.01% +14 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,890 shares; 2024Q4: 6,632 shares; 2025Q1: 8,383 shares; 2025Q2: 7,087 shares; 2025Q3: 7,928 shares; 2025Q4: 8,323 shares; 2026Q1: 8,927 shares 8,927 $385K <0.01% +604 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,592 shares; 2024Q4: 27,000 shares; 2025Q1: 26,347 shares; 2025Q2: 27,102 shares; 2025Q3: 25,832 shares; 2025Q4: 25,073 shares; 2026Q1: 25,564 shares 25,564 $385K <0.01% +491 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,880 shares; 2024Q4: 47,529 shares; 2025Q1: 22,566 shares; 2025Q2: 18,668 shares; 2025Q3: 6,929 shares; 2025Q4: 6,316 shares; 2026Q1: 5,370 shares 5,370 $385K <0.01% -946 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,355 shares; 2024Q4: 18,689 shares; 2025Q1: 22,175 shares; 2025Q2: 23,489 shares; 2025Q3: 24,592 shares; 2025Q4: 21,736 shares; 2026Q1: 17,979 shares 17,979 $384K <0.01% -3,757 Timeline DJIA 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: 24,962 shares; 2024Q4: 26,034 shares; 2025Q1: 25,923 shares; 2025Q2: 25,042 shares; 2025Q3: 13,946 shares; 2025Q4: 15,143 shares; 2026Q1: 18,196 shares 18,196 $383K <0.01% +3,053 Timeline FMAY 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: 5,737 shares; 2024Q4: 5,737 shares; 2025Q1: 5,737 shares; 2025Q2: 8,237 shares; 2025Q3: 8,237 shares; 2025Q4: 8,237 shares; 2026Q1: 7,237 shares 7,237 $382K <0.01% -1,000 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,178 shares; 2025Q2: 4,553 shares; 2025Q3: 3,027 shares; 2025Q4: 11,485 shares; 2026Q1: 4,734 shares 4,734 $381K <0.01% -6,751 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,230 shares 2,230 $380K <0.01% new Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,898 shares; 2024Q4: 43,440 shares; 2025Q1: 43,074 shares; 2025Q2: 42,389 shares; 2025Q3: 34,676 shares; 2025Q4: 23,773 shares; 2026Q1: 21,370 shares 21,370 $379K <0.01% -2,403 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686 shares; 2025Q3: not reported; 2025Q4: 2,680 shares; 2026Q1: 3,121 shares 3,121 $378K <0.01% +441 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,273 shares 8,273 $377K <0.01% new Timeline ESGD 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: 3,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 2,925 shares; 2026Q1: 3,936 shares 3,936 $376K <0.01% +1,011 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,426 shares; 2025Q1: 7,042 shares; 2025Q2: 5,528 shares; 2025Q3: 6,007 shares; 2025Q4: 6,292 shares; 2026Q1: 6,360 shares 6,360 $375K <0.01% +68 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,963 shares; 2025Q1: 29,993 shares; 2025Q2: 31,050 shares; 2025Q3: 31,585 shares; 2025Q4: 44,359 shares; 2026Q1: 46,508 shares 46,508 $374K <0.01% +2,149 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 19,627 shares; 2025Q1: 19,627 shares; 2025Q2: 19,627 shares; 2025Q3: 19,664 shares; 2025Q4: 19,700 shares; 2026Q1: 17,731 shares 17,731 $374K <0.01% -1,969 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,124 shares; 2025Q3: 3,179 shares; 2025Q4: 3,269 shares; 2026Q1: 3,903 shares 3,903 $372K <0.01% +634 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,019 shares; 2025Q1: 6,006 shares; 2025Q2: 6,073 shares; 2025Q3: 6,141 shares; 2025Q4: 7,726 shares; 2026Q1: 7,478 shares 7,478 $372K <0.01% -248 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,900 shares; 2025Q1: 21,500 shares; 2025Q2: 28,500 shares; 2025Q3: 33,446 shares; 2025Q4: 33,446 shares; 2026Q1: 51,186 shares 51,186 $372K <0.01% +17,740 Timeline DON 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: 5,847 shares; 2026Q1: 7,059 shares 7,059 $371K <0.01% +1,212 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,254 shares; 2025Q2: 1,681 shares; 2025Q3: 1,689 shares; 2025Q4: 1,890 shares; 2026Q1: 1,942 shares 1,942 $370K <0.01% +52 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,661 shares; 2025Q3: 28,361 shares; 2025Q4: 29,410 shares; 2026Q1: 27,600 shares 27,600 $367K <0.01% -1,810 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,772 shares 17,772 $366K <0.01% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,943 shares; 2025Q2: 10,757 shares; 2025Q3: 2,967 shares; 2025Q4: 3,092 shares; 2026Q1: 3,606 shares 3,606 $365K <0.01% +514 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,192 shares; 2024Q4: 8,647 shares; 2025Q1: 8,416 shares; 2025Q2: 8,192 shares; 2025Q3: 9,466 shares; 2025Q4: 9,515 shares; 2026Q1: 8,563 shares 8,563 $364K <0.01% -952 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,652 shares; 2025Q1: 8,828 shares; 2025Q2: 9,846 shares; 2025Q3: 9,667 shares; 2025Q4: 9,979 shares; 2026Q1: 11,191 shares 11,191 $364K <0.01% +1,212 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 12,352 shares; 2025Q1: 16,050 shares; 2025Q2: 16,582 shares; 2025Q3: 15,521 shares; 2025Q4: 14,732 shares; 2026Q1: 5,382 shares 5,382 $364K <0.01% -9,350 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,702 shares; 2025Q1: 1,535 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $363K <0.01% 0 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares; 2026Q1: 9,876 shares 9,876 $363K <0.01% +3,172 Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX 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: 69,298 shares 69,298 $363K <0.01% new Timeline FTGS 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: 239,389 shares; 2024Q4: 190,192 shares; 2025Q1: 171,291 shares; 2025Q2: 180,025 shares; 2025Q3: 181,090 shares; 2025Q4: 175,067 shares; 2026Q1: 10,652 shares 10,652 $363K <0.01% -164,415 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,325 shares; 2024Q4: 25,279 shares; 2025Q1: 26,290 shares; 2025Q2: 23,508 shares; 2025Q3: 21,542 shares; 2025Q4: 24,935 shares; 2026Q1: 25,710 shares 25,710 $362K <0.01% +775 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,335 shares; 2025Q1: not reported; 2025Q2: 10,609 shares; 2025Q3: 10,763 shares; 2025Q4: 11,375 shares; 2026Q1: 5,160 shares 5,160 $361K <0.01% -6,215 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,004 shares; 2024Q4: 31,089 shares; 2025Q1: 31,211 shares; 2025Q2: 30,650 shares; 2025Q3: 30,749 shares; 2025Q4: 30,809 shares; 2026Q1: 30,809 shares 30,809 $360K <0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,781 shares; 2024Q4: 4,366 shares; 2025Q1: 4,269 shares; 2025Q2: 4,217 shares; 2025Q3: 4,174 shares; 2025Q4: 3,832 shares; 2026Q1: 3,530 shares 3,530 $358K <0.01% -302 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 4,008 shares; 2025Q1: 4,032 shares; 2025Q2: 3,784 shares; 2025Q3: 3,796 shares; 2025Q4: 3,807 shares; 2026Q1: 3,817 shares 3,817 $357K <0.01% +10 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,745 shares; 2025Q3: 6,555 shares; 2025Q4: 6,395 shares; 2026Q1: 6,406 shares 6,406 $357K <0.01% +11 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,776 shares; 2025Q1: 5,393 shares; 2025Q2: 4,453 shares; 2025Q3: 4,659 shares; 2025Q4: 4,422 shares; 2026Q1: 4,596 shares 4,596 $357K <0.01% +174 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 7,365 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,396 shares 9,396 $356K <0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 13,914 shares; 2025Q1: 13,686 shares; 2025Q2: 9,471 shares; 2025Q3: 6,688 shares; 2025Q4: 6,411 shares; 2026Q1: 6,602 shares 6,602 $356K <0.01% +191 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,300 shares; 2025Q4: 18,298 shares; 2026Q1: 16,242 shares 16,242 $355K <0.01% -2,056 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,373 shares; 2025Q1: 4,254 shares; 2025Q2: 4,395 shares; 2025Q3: 4,082 shares; 2025Q4: 4,040 shares; 2026Q1: 3,880 shares 3,880 $354K <0.01% -160 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON 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: 4,305 shares; 2025Q4: 2,065 shares; 2026Q1: 2,079 shares 2,079 $353K <0.01% +14 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,182 shares; 2025Q1: 25,809 shares; 2025Q2: 23,168 shares; 2025Q3: 25,170 shares; 2025Q4: 24,611 shares; 2026Q1: 3,169 shares 3,169 $353K <0.01% -21,442 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 13,034 shares; 2025Q1: 13,034 shares; 2025Q2: 13,034 shares; 2025Q3: 12,893 shares; 2025Q4: 12,893 shares; 2026Q1: 12,893 shares 12,893 $353K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,730 shares; 2025Q1: 4,771 shares; 2025Q2: 4,831 shares; 2025Q3: 4,382 shares; 2025Q4: 4,210 shares; 2026Q1: 3,904 shares 3,904 $352K <0.01% -306 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,419 shares; 2025Q3: 4,479 shares; 2025Q4: 4,744 shares; 2026Q1: 4,804 shares 4,804 $351K <0.01% +60 Timeline SCHM 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: 3,327 shares; 2024Q4: 9,268 shares; 2025Q1: 13,818 shares; 2025Q2: 12,177 shares; 2025Q3: 10,725 shares; 2025Q4: 11,730 shares; 2026Q1: 11,323 shares 11,323 $351K <0.01% -407 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM 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: 4,161 shares; 2025Q4: 4,162 shares; 2026Q1: 5,944 shares 5,944 $349K <0.01% +1,782 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,774 shares; 2025Q1: 3,774 shares; 2025Q2: 3,349 shares; 2025Q3: 3,901 shares; 2025Q4: 3,888 shares; 2026Q1: 3,588 shares 3,588 $348K <0.01% -300 Timeline PBJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,005 shares; 2025Q2: 9,005 shares; 2025Q3: 9,005 shares; 2025Q4: 9,005 shares; 2026Q1: 11,417 shares 11,417 $347K <0.01% +2,412 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 1,487 shares; 2026Q1: 1,485 shares 1,485 $346K <0.01% -2 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,251 shares; 2026Q1: 7,368 shares 7,368 $346K <0.01% +2,117 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,134 shares; 2024Q4: 34,721 shares; 2025Q1: 37,181 shares; 2025Q2: 39,217 shares; 2025Q3: 36,549 shares; 2025Q4: 27,189 shares; 2026Q1: 18,023 shares 18,023 $346K <0.01% -9,166 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 1,948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares 476 $346K <0.01% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,985 shares 10,985 $346K <0.01% +285 Timeline IBHJ 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: 9,765 shares; 2025Q4: 11,956 shares; 2026Q1: 13,165 shares 13,165 $345K <0.01% +1,209 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,027 shares; 2024Q4: 16,414 shares; 2025Q1: 23,775 shares; 2025Q2: 24,623 shares; 2025Q3: 17,234 shares; 2025Q4: 16,995 shares; 2026Q1: 15,891 shares 15,891 $344K <0.01% -1,104 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,793 shares; 2025Q1: 6,484 shares; 2025Q2: 4,999 shares; 2025Q3: 4,705 shares; 2025Q4: 4,243 shares; 2026Q1: 4,030 shares 4,030 $342K <0.01% -213 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,304 shares; 2024Q4: 16,254 shares; 2025Q1: 17,600 shares; 2025Q2: 20,827 shares; 2025Q3: 24,355 shares; 2025Q4: 25,536 shares; 2026Q1: 25,225 shares 25,225 $341K <0.01% -311 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,472 shares 3,472 $339K <0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,201 shares 1,201 $339K <0.01% +41 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,482 shares; 2025Q3: 33,996 shares; 2025Q4: 28,344 shares; 2026Q1: 29,107 shares 29,107 $339K <0.01% +763 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,582 shares; 2025Q4: 5,712 shares; 2026Q1: 4,485 shares 4,485 $338K <0.01% -1,227 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL 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: 26,855 shares; 2025Q3: 25,894 shares; 2025Q4: 26,638 shares; 2026Q1: 21,166 shares 21,166 $337K <0.01% -5,472 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP 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: 6,662 shares 6,662 $336K <0.01% new Timeline FFDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,716 shares; 2025Q3: 8,502 shares; 2025Q4: 9,273 shares; 2026Q1: 11,306 shares 11,306 $335K <0.01% +2,033 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 7,259 shares; 2025Q1: 7,099 shares; 2025Q2: 6,781 shares; 2025Q3: 6,699 shares; 2025Q4: 6,034 shares; 2026Q1: 6,396 shares 6,396 $335K <0.01% +362 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,993 shares 10,993 $335K <0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,510 shares; 2025Q1: 8,251 shares; 2025Q2: 9,045 shares; 2025Q3: 9,191 shares; 2025Q4: 9,253 shares; 2026Q1: 9,444 shares 9,444 $335K <0.01% +191 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 5,428 shares; 2025Q1: 2,693 shares; 2025Q2: 2,523 shares; 2025Q3: 2,463 shares; 2025Q4: 4,515 shares; 2026Q1: 2,472 shares 2,472 $335K <0.01% -2,043 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,822 shares; 2024Q4: 13,560 shares; 2025Q1: 13,760 shares; 2025Q2: 13,760 shares; 2025Q3: 12,360 shares; 2025Q4: 12,360 shares; 2026Q1: 12,160 shares 12,160 $333K <0.01% -200 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,850 shares 11,850 $333K <0.01% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,138 shares; 2025Q1: 5,042 shares; 2025Q2: 4,569 shares; 2025Q3: 4,602 shares; 2025Q4: 5,530 shares; 2026Q1: 6,050 shares 6,050 $331K <0.01% +520 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,237 shares; 2026Q1: 9,533 shares 9,533 $330K <0.01% +296 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,752 shares; 2026Q1: 1,852 shares 1,852 $330K <0.01% +100 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,856 shares; 2025Q2: 2,737 shares; 2025Q3: 2,587 shares; 2025Q4: 3,306 shares; 2026Q1: 3,290 shares 3,290 $330K <0.01% -16 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,255 shares 10,255 $330K <0.01% new Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,920 shares; 2024Q4: 13,084 shares; 2025Q1: 13,178 shares; 2025Q2: 12,132 shares; 2025Q3: 12,086 shares; 2025Q4: 12,211 shares; 2026Q1: 9,015 shares 9,015 $330K <0.01% -3,196 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,185 shares; 2024Q4: 12,175 shares; 2025Q1: 12,705 shares; 2025Q2: 13,079 shares; 2025Q3: 12,082 shares; 2025Q4: 12,107 shares; 2026Q1: 12,540 shares 12,540 $327K <0.01% +433 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,337 shares; 2025Q1: 1,421 shares; 2025Q2: 1,544 shares; 2025Q3: 1,217 shares; 2025Q4: 1,047 shares; 2026Q1: 895 shares 895 $326K <0.01% -152 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,612 shares 6,612 $325K <0.01% new Timeline IBHK 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: 9,764 shares; 2025Q4: 12,006 shares; 2026Q1: 12,761 shares 12,761 $325K <0.01% +755 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,481 shares; 2024Q4: 13,273 shares; 2025Q1: 11,306 shares; 2025Q2: 15,046 shares; 2025Q3: 15,258 shares; 2025Q4: 14,077 shares; 2026Q1: 18,937 shares 18,937 $324K <0.01% +4,860 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,243 shares; 2025Q2: 3,358 shares; 2025Q3: 3,141 shares; 2025Q4: 3,247 shares; 2026Q1: 3,821 shares 3,821 $323K <0.01% +574 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,661 shares; 2025Q3: 4,661 shares; 2025Q4: 4,981 shares; 2026Q1: 4,281 shares 4,281 $323K <0.01% -700 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,459 shares; 2025Q3: 4,264 shares; 2025Q4: 4,655 shares; 2026Q1: 4,501 shares 4,501 $323K <0.01% -154 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,588 shares; 2025Q3: 7,493 shares; 2025Q4: 7,369 shares; 2026Q1: 6,957 shares 6,957 $323K <0.01% -412 Timeline WCMI 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: 11,908 shares; 2026Q1: 19,228 shares 19,228 $322K <0.01% +7,320 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,869 shares; 2025Q1: 2,852 shares; 2025Q2: 2,695 shares; 2025Q3: 2,645 shares; 2025Q4: 2,791 shares; 2026Q1: 2,701 shares 2,701 $322K <0.01% -90 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,956 shares; 2025Q1: 2,013 shares; 2025Q2: 2,063 shares; 2025Q3: 2,066 shares; 2025Q4: 1,833 shares; 2026Q1: 1,767 shares 1,767 $322K <0.01% -66 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,130 shares; 2025Q1: 11,125 shares; 2025Q2: 10,525 shares; 2025Q3: 9,525 shares; 2025Q4: 9,525 shares; 2026Q1: 9,525 shares 9,525 $322K <0.01% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,971 shares 5,971 $322K <0.01% new Timeline AVLV 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: 35,647 shares; 2024Q4: 3,615 shares; 2025Q1: 5,162 shares; 2025Q2: 4,284 shares; 2025Q3: 4,215 shares; 2025Q4: 4,239 shares; 2026Q1: 3,986 shares 3,986 $321K <0.01% -253 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,284 shares; 2025Q2: 59,985 shares; 2025Q3: 16,844 shares; 2025Q4: 18,875 shares; 2026Q1: 7,914 shares 7,914 $321K <0.01% -10,961 Timeline PINE ALPINE INCOME PPTY TR INC More: the full row for ALPINE INCOME PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,672 shares 17,672 $318K <0.01% new Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,135 shares; 2025Q2: 14,151 shares; 2025Q3: 9,062 shares; 2025Q4: 6,744 shares; 2026Q1: 7,776 shares 7,776 $317K <0.01% +1,032 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,277 shares 6,277 $317K <0.01% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,563 shares; 2024Q4: 23,628 shares; 2025Q1: 27,985 shares; 2025Q2: 31,797 shares; 2025Q3: 32,588 shares; 2025Q4: 33,238 shares; 2026Q1: 18,459 shares 18,459 $316K <0.01% -14,779 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,350 shares; 2025Q2: 13,033 shares; 2025Q3: 16,033 shares; 2025Q4: 16,033 shares; 2026Q1: 16,033 shares 16,033 $316K <0.01% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,022 shares; 2026Q1: 20,222 shares 20,222 $316K <0.01% +200 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,170 shares; 2025Q1: 13,470 shares; 2025Q2: 13,470 shares; 2025Q3: 13,470 shares; 2025Q4: 12,670 shares; 2026Q1: 12,670 shares 12,670 $314K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: not reported; 2025Q1: 3,656 shares; 2025Q2: 3,697 shares; 2025Q3: 4,005 shares; 2025Q4: 4,116 shares; 2026Q1: 4,616 shares 4,616 $314K <0.01% +500 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,461 shares; 2024Q4: 16,710 shares; 2025Q1: 23,014 shares; 2025Q2: 16,526 shares; 2025Q3: 15,896 shares; 2025Q4: 15,936 shares; 2026Q1: 14,571 shares 14,571 $312K <0.01% -1,365 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,961 shares; 2024Q4: 76,425 shares; 2025Q1: 72,653 shares; 2025Q2: 96,589 shares; 2025Q3: 100,116 shares; 2025Q4: 94,743 shares; 2026Q1: 82,817 shares 82,817 $311K <0.01% -11,926 Timeline EVUS 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: 9,777 shares 9,777 $311K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,865 shares; 2025Q2: 6,972 shares; 2025Q3: 6,005 shares; 2025Q4: 4,827 shares; 2026Q1: 5,251 shares 5,251 $311K <0.01% +424 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,026 shares; 2025Q3: 12,744 shares; 2025Q4: 13,178 shares; 2026Q1: 9,706 shares 9,706 $310K <0.01% -3,472 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 3,662 shares; 2025Q1: 1,942 shares; 2025Q2: 1,689 shares; 2025Q3: 1,824 shares; 2025Q4: 1,898 shares; 2026Q1: 1,514 shares 1,514 $309K <0.01% -384 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 5,444 shares; 2025Q1: 4,471 shares; 2025Q2: 3,796 shares; 2025Q3: 3,617 shares; 2025Q4: 3,625 shares; 2026Q1: 3,630 shares 3,630 $308K <0.01% +5 Timeline GRW 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: 37,935 shares; 2024Q4: 37,411 shares; 2025Q1: 21,132 shares; 2025Q2: 20,744 shares; 2025Q3: 18,211 shares; 2025Q4: 18,211 shares; 2026Q1: 11,139 shares 11,139 $306K <0.01% -7,072 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 4,422 shares; 2025Q4: 4,349 shares; 2026Q1: 4,357 shares 4,357 $306K <0.01% +8 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 1,045 shares; 2025Q2: 1,065 shares; 2025Q3: 1,083 shares; 2025Q4: 889 shares; 2026Q1: 890 shares 890 $306K <0.01% +1 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 19,635 shares; 2025Q1: 19,635 shares; 2025Q2: 14,305 shares; 2025Q3: 14,305 shares; 2025Q4: 14,305 shares; 2026Q1: 14,105 shares 14,105 $306K <0.01% -200 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,419 shares; 2025Q1: 18,084 shares; 2025Q2: 16,968 shares; 2025Q3: 12,560 shares; 2025Q4: 10,501 shares; 2026Q1: 8,219 shares 8,219 $306K <0.01% -2,282 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,911 shares; 2025Q1: 2,912 shares; 2025Q2: 2,872 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares; 2026Q1: 2,850 shares 2,850 $303K <0.01% -189 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,623 shares; 2025Q1: 5,643 shares; 2025Q2: 5,289 shares; 2025Q3: 5,417 shares; 2025Q4: 5,458 shares; 2026Q1: 5,486 shares 5,486 $301K <0.01% +28 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,281 shares 13,281 $301K <0.01% new Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,952 shares; 2025Q3: 9,136 shares; 2025Q4: 9,140 shares; 2026Q1: 9,142 shares 9,142 $300K <0.01% +2 Timeline GMAR 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: 5,875 shares; 2024Q4: 5,875 shares; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,205 shares; 2025Q4: 7,205 shares; 2026Q1: 7,205 shares 7,205 $300K <0.01% 0 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,824 shares; 2026Q1: 5,888 shares 5,888 $300K <0.01% +64 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,085 shares; 2025Q1: 5,327 shares; 2025Q2: 4,280 shares; 2025Q3: 4,088 shares; 2025Q4: 4,074 shares; 2026Q1: 4,177 shares 4,177 $300K <0.01% +103 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,101 shares; 2026Q1: 7,187 shares 7,187 $298K <0.01% +86 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,381 shares 8,381 $298K <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,534 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,522 shares 1,522 $296K <0.01% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,749 shares; 2025Q1: 10,851 shares; 2025Q2: 10,921 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,956 shares 6,956 $295K <0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,255 shares; 2025Q1: 5,737 shares; 2025Q2: 5,778 shares; 2025Q3: 5,238 shares; 2025Q4: not reported; 2026Q1: 4,960 shares 4,960 $294K <0.01% new Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,704 shares 15,704 $294K <0.01% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 14,309 shares; 2025Q1: 14,593 shares; 2025Q2: 12,761 shares; 2025Q3: 12,832 shares; 2025Q4: 11,904 shares; 2026Q1: 11,974 shares 11,974 $294K <0.01% +70 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,367 shares; 2024Q4: 20,562 shares; 2025Q1: 20,974 shares; 2025Q2: 20,914 shares; 2025Q3: 6,385 shares; 2025Q4: 6,172 shares; 2026Q1: 5,803 shares 5,803 $294K <0.01% -369 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,240 shares; 2024Q4: 51,222 shares; 2025Q1: 51,222 shares; 2025Q2: 51,276 shares; 2025Q3: 51,329 shares; 2025Q4: 51,384 shares; 2026Q1: 51,403 shares 51,403 $293K <0.01% +19 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,112 shares; 2025Q1: 5,000 shares; 2025Q2: 4,650 shares; 2025Q3: 4,167 shares; 2025Q4: 4,035 shares; 2026Q1: 4,642 shares 4,642 $292K <0.01% +607 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,327 shares 12,327 $292K <0.01% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,339 shares 12,339 $292K <0.01% new Timeline EPI 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: 19,871 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,116 shares 7,116 $290K <0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 616 shares; 2025Q1: 621 shares; 2025Q2: 728 shares; 2025Q3: 399 shares; 2025Q4: 414 shares; 2026Q1: 478 shares 478 $289K <0.01% +64 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,289 shares; 2025Q1: 2,504 shares; 2025Q2: 2,825 shares; 2025Q3: 2,763 shares; 2025Q4: 2,665 shares; 2026Q1: 3,892 shares 3,892 $288K <0.01% +1,227 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 6,848 shares; 2025Q4: 6,851 shares; 2026Q1: 6,856 shares 6,856 $288K <0.01% +5 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,909 shares; 2026Q1: 5,934 shares 5,934 $287K <0.01% +25 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,282 shares; 2025Q4: 28,755 shares; 2026Q1: 69,673 shares 69,673 $287K <0.01% +40,918 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,923 shares; 2025Q1: 2,014 shares; 2025Q2: 1,735 shares; 2025Q3: 1,721 shares; 2025Q4: 633 shares; 2026Q1: 510 shares 510 $287K <0.01% -123 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,774 shares; 2025Q3: 5,004 shares; 2025Q4: 5,004 shares; 2026Q1: 4,911 shares 4,911 $285K <0.01% -93 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,800 shares 9,800 $284K <0.01% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares 3,714 $284K <0.01% new Timeline RBLD 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: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,449 shares; 2025Q4: 3,488 shares; 2026Q1: 3,494 shares 3,494 $284K <0.01% +6 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,745 shares; 2025Q1: 10,745 shares; 2025Q2: 10,745 shares; 2025Q3: 10,795 shares; 2025Q4: 10,795 shares; 2026Q1: 11,623 shares 11,623 $283K <0.01% +828 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,230 shares 10,230 $282K <0.01% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,634 shares; 2025Q1: 2,634 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 3,158 shares; 2026Q1: 2,458 shares 2,458 $282K <0.01% -700 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,977 shares; 2026Q1: 1,972 shares 1,972 $282K <0.01% -1,005 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,666 shares; 2025Q1: 5,377 shares; 2025Q2: 4,357 shares; 2025Q3: 4,416 shares; 2025Q4: 4,429 shares; 2026Q1: 4,554 shares 4,554 $282K <0.01% +125 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,644 shares; 2025Q3: 5,083 shares; 2025Q4: 5,367 shares; 2026Q1: 5,575 shares 5,575 $281K <0.01% +208 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 6,601 shares; 2025Q1: 7,591 shares; 2025Q2: 6,491 shares; 2025Q3: 4,608 shares; 2025Q4: 7,090 shares; 2026Q1: 3,873 shares 3,873 $281K <0.01% -3,217 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,986 shares 11,986 $280K <0.01% new Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,255 shares; 2025Q2: 4,058 shares; 2025Q3: 4,333 shares; 2025Q4: 4,320 shares; 2026Q1: 4,323 shares 4,323 $279K <0.01% +3 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,662 shares; 2025Q1: 1,690 shares; 2025Q2: 1,437 shares; 2025Q3: 1,923 shares; 2025Q4: 1,164 shares; 2026Q1: 1,709 shares 1,709 $279K <0.01% +545 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: not reported; 2025Q1: 4,663 shares; 2025Q2: 4,234 shares; 2025Q3: 4,148 shares; 2025Q4: 4,462 shares; 2026Q1: 4,707 shares 4,707 $278K <0.01% +245 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,158 shares; 2025Q2: 21,282 shares; 2025Q3: 18,866 shares; 2025Q4: 17,834 shares; 2026Q1: 11,729 shares 11,729 $276K <0.01% -6,105 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,400 shares; 2025Q3: 12,400 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $275K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 16,789 shares; 2025Q1: 39,902 shares; 2025Q2: 19,164 shares; 2025Q3: 15,756 shares; 2025Q4: 15,760 shares; 2026Q1: 17,223 shares 17,223 $274K <0.01% +1,463 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,634 shares; 2025Q3: 7,210 shares; 2025Q4: 7,498 shares; 2026Q1: 7,498 shares 7,498 $273K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,188 shares; 2024Q4: 5,235 shares; 2025Q1: 5,345 shares; 2025Q2: 5,612 shares; 2025Q3: 4,455 shares; 2025Q4: 3,867 shares; 2026Q1: 3,659 shares 3,659 $272K <0.01% -208 Timeline SHV 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: 3,918 shares; 2024Q4: 4,247 shares; 2025Q1: 3,828 shares; 2025Q2: 63,631 shares; 2025Q3: 48,683 shares; 2025Q4: 48,376 shares; 2026Q1: 2,467 shares 2,467 $272K <0.01% -45,909 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 2,715 shares; 2026Q1: 2,713 shares 2,713 $272K <0.01% -2 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,364 shares; 2026Q1: 3,469 shares 3,469 $272K <0.01% +105 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,912 shares; 2024Q4: 21,598 shares; 2025Q1: 11,138 shares; 2025Q2: 8,394 shares; 2025Q3: 7,890 shares; 2025Q4: 7,506 shares; 2026Q1: 3,528 shares 3,528 $271K <0.01% -3,978 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 15,555 shares; 2025Q1: 12,559 shares; 2025Q2: 12,023 shares; 2025Q3: 12,027 shares; 2025Q4: 12,031 shares; 2026Q1: 12,034 shares 12,034 $270K <0.01% +3 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,778 shares; 2024Q4: 46,262 shares; 2025Q1: 55,741 shares; 2025Q2: 58,862 shares; 2025Q3: 18,574 shares; 2025Q4: 13,963 shares; 2026Q1: 14,443 shares 14,443 $270K <0.01% +480 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 681 shares; 2025Q3: 788 shares; 2025Q4: 916 shares; 2026Q1: 927 shares 927 $270K <0.01% +11 Timeline NDVG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,702 shares 7,702 $266K <0.01% new Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,291 shares; 2026Q1: 5,345 shares 5,345 $266K <0.01% +54 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: not reported; 2025Q1: 1,667 shares; 2025Q2: 2,212 shares; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 1,858 shares 1,858 $266K <0.01% -62 Timeline