KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,291 shares; 2024Q4: 58,858 shares; 2025Q1: 58,158 shares; 2025Q2: 287,536 shares; 2025Q3: 56,954 shares; 2025Q4: 60,684 shares; 2026Q1: 62,182 shares 62,182 $2.08M 0.03% +1,498 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,509 shares; 2024Q4: 14,020 shares; 2025Q1: 12,910 shares; 2025Q2: 26,506 shares; 2025Q3: 29,534 shares; 2025Q4: 22,622 shares; 2026Q1: 22,339 shares 22,339 $2.07M 0.03% -283 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,572 shares; 2025Q1: 16,343 shares; 2025Q2: 17,023 shares; 2025Q3: 20,192 shares; 2025Q4: 18,712 shares; 2026Q1: 16,828 shares 16,828 $2.07M 0.03% -1,884 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,186 shares; 2024Q4: 16,946 shares; 2025Q1: 27,260 shares; 2025Q2: 27,801 shares; 2025Q3: 17,532 shares; 2025Q4: 18,889 shares; 2026Q1: 18,068 shares 18,068 $2.05M 0.03% -821 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,583 shares; 2025Q1: 5,299 shares; 2025Q2: 5,155 shares; 2025Q3: 26,192 shares; 2025Q4: 30,280 shares; 2026Q1: 18,782 shares 18,782 $2.04M 0.03% -11,498 Timeline AVUV 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: 5,739 shares; 2025Q2: 12,989 shares; 2025Q3: 13,421 shares; 2025Q4: 15,225 shares; 2026Q1: 18,417 shares 18,417 $2.03M 0.03% +3,192 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: 19,469 shares; 2024Q4: 17,008 shares; 2025Q1: 16,063 shares; 2025Q2: 15,629 shares; 2025Q3: 15,297 shares; 2025Q4: 15,249 shares; 2026Q1: 15,288 shares 15,288 $2.03M 0.03% +39 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,225 shares; 2024Q4: 25,713 shares; 2025Q1: 29,356 shares; 2025Q2: 25,206 shares; 2025Q3: 44,980 shares; 2025Q4: 45,218 shares; 2026Q1: 50,281 shares 50,281 $2.02M 0.03% +5,063 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: not reported; 2024Q4: not reported; 2025Q1: 112,707 shares; 2025Q2: 149,956 shares; 2025Q3: 146,645 shares; 2025Q4: 169,885 shares; 2026Q1: 195,703 shares 195,703 $2.02M 0.03% +25,818 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,833 shares; 2024Q4: 108,151 shares; 2025Q1: 105,606 shares; 2025Q2: 127,851 shares; 2025Q3: 115,447 shares; 2025Q4: 96,229 shares; 2026Q1: 16,521 shares 16,521 $2M 0.03% -79,708 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,984 shares; 2025Q3: 65,627 shares; 2025Q4: 43,916 shares; 2026Q1: 67,771 shares 67,771 $1.99M 0.03% +23,855 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,380 shares; 2024Q4: 13,191 shares; 2025Q1: 17,201 shares; 2025Q2: 16,671 shares; 2025Q3: 18,411 shares; 2025Q4: 18,075 shares; 2026Q1: 16,697 shares 16,697 $1.98M 0.03% -1,378 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 5,873 shares; 2025Q1: 6,705 shares; 2025Q2: 6,497 shares; 2025Q3: 8,479 shares; 2025Q4: 7,212 shares; 2026Q1: 7,901 shares 7,901 $1.98M 0.03% +689 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,965 shares; 2025Q1: 34,622 shares; 2025Q2: 29,566 shares; 2025Q3: 30,422 shares; 2025Q4: 30,395 shares; 2026Q1: 28,470 shares 28,470 $1.97M 0.03% -1,925 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,169 shares; 2025Q1: 3,270 shares; 2025Q2: 3,154 shares; 2025Q3: 3,270 shares; 2025Q4: 2,974 shares; 2026Q1: 3,738 shares 3,738 $1.95M 0.03% +764 Timeline RPG 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: 45,720 shares; 2024Q4: 44,842 shares; 2025Q1: 43,754 shares; 2025Q2: 43,495 shares; 2025Q3: 42,624 shares; 2025Q4: 42,458 shares; 2026Q1: 41,791 shares 41,791 $1.95M 0.03% -667 Timeline IVE 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: 4,932 shares; 2024Q4: 4,759 shares; 2025Q1: 4,773 shares; 2025Q2: 4,810 shares; 2025Q3: 4,785 shares; 2025Q4: 7,594 shares; 2026Q1: 9,225 shares 9,225 $1.95M 0.03% +1,631 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 11,200 shares; 2025Q1: 11,360 shares; 2025Q2: 11,182 shares; 2025Q3: 11,025 shares; 2025Q4: 12,320 shares; 2026Q1: 12,471 shares 12,471 $1.94M 0.03% +151 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,552 shares; 2024Q4: 30,172 shares; 2025Q1: 29,673 shares; 2025Q2: 29,386 shares; 2025Q3: 30,850 shares; 2025Q4: 30,257 shares; 2026Q1: 31,942 shares 31,942 $1.93M 0.03% +1,685 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,271 shares; 2024Q4: 11,790 shares; 2025Q1: 10,380 shares; 2025Q2: 26,650 shares; 2025Q3: 15,591 shares; 2025Q4: 25,064 shares; 2026Q1: 55,845 shares 55,845 $1.92M 0.03% +30,781 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,253 shares; 2024Q4: 40,581 shares; 2025Q1: 3,625 shares; 2025Q2: 4,731 shares; 2025Q3: 5,008 shares; 2025Q4: 5,791 shares; 2026Q1: 8,765 shares 8,765 $1.92M 0.03% +2,974 Timeline IAGG 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: 12,379 shares; 2024Q4: 15,835 shares; 2025Q1: 14,681 shares; 2025Q2: 15,274 shares; 2025Q3: 17,157 shares; 2025Q4: 18,299 shares; 2026Q1: 38,069 shares 38,069 $1.9M 0.03% +19,770 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 11,539 shares; 2025Q1: 11,058 shares; 2025Q2: 10,843 shares; 2025Q3: 11,950 shares; 2025Q4: 12,100 shares; 2026Q1: 12,990 shares 12,990 $1.89M 0.03% +890 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 3,194 shares; 2025Q1: 2,789 shares; 2025Q2: 2,716 shares; 2025Q3: 5,422 shares; 2025Q4: 5,966 shares; 2026Q1: 5,309 shares 5,309 $1.89M 0.03% -657 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,609 shares; 2025Q4: 78,149 shares; 2026Q1: 82,315 shares 82,315 $1.89M 0.03% +4,166 Timeline SCHP 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: 33,885 shares; 2024Q4: 67,152 shares; 2025Q1: 64,336 shares; 2025Q2: 64,044 shares; 2025Q3: 64,097 shares; 2025Q4: 64,977 shares; 2026Q1: 69,514 shares 69,514 $1.85M 0.03% +4,537 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: 279,407 shares; 2024Q4: 13,928 shares; 2025Q1: 13,153 shares; 2025Q2: 12,911 shares; 2025Q3: 327,719 shares; 2025Q4: 703,326 shares; 2026Q1: 36,369 shares 36,369 $1.82M 0.02% -666,957 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,188 shares; 2025Q3: not reported; 2025Q4: 24,419 shares; 2026Q1: 37,347 shares 37,347 $1.81M 0.02% +12,928 Timeline DTCR 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: 75,101 shares 75,101 $1.8M 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 7,450 shares; 2025Q1: 7,272 shares; 2025Q2: 7,422 shares; 2025Q3: 7,645 shares; 2025Q4: 7,981 shares; 2026Q1: 11,769 shares 11,769 $1.8M 0.02% +3,788 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 4,562 shares; 2025Q1: 4,321 shares; 2025Q2: 4,196 shares; 2025Q3: 4,197 shares; 2025Q4: 4,452 shares; 2026Q1: 4,303 shares 4,303 $1.79M 0.02% -149 Timeline DIVB 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: 9,238 shares; 2024Q4: 12,091 shares; 2025Q1: 17,509 shares; 2025Q2: 19,783 shares; 2025Q3: 33,531 shares; 2025Q4: 34,486 shares; 2026Q1: 33,241 shares 33,241 $1.79M 0.02% -1,245 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 10,818 shares; 2025Q1: 10,853 shares; 2025Q2: 10,765 shares; 2025Q3: 11,110 shares; 2025Q4: 11,401 shares; 2026Q1: 11,400 shares 11,400 $1.79M 0.02% -1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,193 shares; 2024Q4: 27,559 shares; 2025Q1: 26,598 shares; 2025Q2: 27,784 shares; 2025Q3: 28,475 shares; 2025Q4: 33,302 shares; 2026Q1: 26,722 shares 26,722 $1.78M 0.02% -6,580 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,086 shares; 2024Q4: 48,333 shares; 2025Q1: 41,735 shares; 2025Q2: 41,537 shares; 2025Q3: 38,458 shares; 2025Q4: 38,900 shares; 2026Q1: 37,719 shares 37,719 $1.77M 0.02% -1,181 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,729 shares; 2025Q4: 7,321 shares; 2026Q1: 8,056 shares 8,056 $1.76M 0.02% +735 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,330 shares; 2025Q1: 1,243 shares; 2025Q2: 2,338 shares; 2025Q3: 3,719 shares; 2025Q4: 5,501 shares; 2026Q1: 7,318 shares 7,318 $1.76M 0.02% +1,817 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,336 shares; 2024Q4: 33,130 shares; 2025Q1: 33,040 shares; 2025Q2: 33,902 shares; 2025Q3: 37,639 shares; 2025Q4: 38,362 shares; 2026Q1: 45,376 shares 45,376 $1.72M 0.02% +7,014 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,381 shares; 2024Q4: 24,275 shares; 2025Q1: 25,413 shares; 2025Q2: 26,402 shares; 2025Q3: 28,051 shares; 2025Q4: 25,636 shares; 2026Q1: 23,849 shares 23,849 $1.72M 0.02% -1,787 Timeline PFF 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: 46,132 shares; 2024Q4: 44,628 shares; 2025Q1: 43,643 shares; 2025Q2: 41,693 shares; 2025Q3: 53,552 shares; 2025Q4: 53,379 shares; 2026Q1: 56,417 shares 56,417 $1.71M 0.02% +3,038 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,253 shares; 2024Q4: 79,087 shares; 2025Q1: 80,691 shares; 2025Q2: 86,805 shares; 2025Q3: 88,094 shares; 2025Q4: 90,692 shares; 2026Q1: 94,803 shares 94,803 $1.71M 0.02% +4,111 Timeline JCPB 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: 31,127 shares; 2024Q4: 22,291 shares; 2025Q1: 14,370 shares; 2025Q2: 14,555 shares; 2025Q3: 25,595 shares; 2025Q4: 25,945 shares; 2026Q1: 36,253 shares 36,253 $1.71M 0.02% +10,308 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 6,141 shares; 2025Q1: 5,130 shares; 2025Q2: 5,070 shares; 2025Q3: 14,642 shares; 2025Q4: 5,279 shares; 2026Q1: 5,204 shares 5,204 $1.7M 0.02% -75 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,524 shares; 2024Q4: 44,522 shares; 2025Q1: 44,866 shares; 2025Q2: 46,870 shares; 2025Q3: 36,536 shares; 2025Q4: 36,204 shares; 2026Q1: 35,774 shares 35,774 $1.69M 0.02% -430 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,283 shares; 2024Q4: 5,988 shares; 2025Q1: 5,428 shares; 2025Q2: 4,738 shares; 2025Q3: 5,949 shares; 2025Q4: 6,917 shares; 2026Q1: 8,815 shares 8,815 $1.69M 0.02% +1,898 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,095 shares; 2024Q4: 30,659 shares; 2025Q1: 27,703 shares; 2025Q2: 28,538 shares; 2025Q3: 27,805 shares; 2025Q4: 27,776 shares; 2026Q1: 28,324 shares 28,324 $1.68M 0.02% +548 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,646 shares; 2024Q4: 27,433 shares; 2025Q1: 26,120 shares; 2025Q2: 25,398 shares; 2025Q3: 25,776 shares; 2025Q4: 27,441 shares; 2026Q1: 27,130 shares 27,130 $1.68M 0.02% -311 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 11,281 shares; 2025Q1: 57,042 shares; 2025Q2: 58,851 shares; 2025Q3: 44,869 shares; 2025Q4: 40,094 shares; 2026Q1: 39,755 shares 39,755 $1.66M 0.02% -339 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,280 shares; 2024Q4: 29,569 shares; 2025Q1: 31,772 shares; 2025Q2: 35,432 shares; 2025Q3: 30,238 shares; 2025Q4: 31,559 shares; 2026Q1: 31,285 shares 31,285 $1.64M 0.02% -274 Timeline EFG 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: 9,539 shares; 2024Q4: 11,660 shares; 2025Q1: 11,586 shares; 2025Q2: 11,040 shares; 2025Q3: 11,174 shares; 2025Q4: 11,461 shares; 2026Q1: 14,704 shares 14,704 $1.64M 0.02% +3,243 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,409 shares; 2024Q4: 56,401 shares; 2025Q1: 46,974 shares; 2025Q2: 52,403 shares; 2025Q3: 54,717 shares; 2025Q4: 57,142 shares; 2026Q1: 63,723 shares 63,723 $1.63M 0.02% +6,581 Timeline BUFB 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: 6,565 shares; 2025Q1: 13,904 shares; 2025Q2: 17,055 shares; 2025Q3: 22,183 shares; 2025Q4: 29,329 shares; 2026Q1: 45,256 shares 45,256 $1.63M 0.02% +15,927 Timeline FXO 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: 28,767 shares; 2024Q4: 28,991 shares; 2025Q1: 31,312 shares; 2025Q2: 31,312 shares; 2025Q3: 31,313 shares; 2025Q4: 31,219 shares; 2026Q1: 28,620 shares 28,620 $1.61M 0.02% -2,599 Timeline CMDY 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: 19,077 shares; 2024Q4: 22,449 shares; 2025Q1: 25,695 shares; 2025Q2: 22,728 shares; 2025Q3: 26,512 shares; 2025Q4: 28,539 shares; 2026Q1: 26,984 shares 26,984 $1.6M 0.02% -1,555 Timeline LMBS 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: 255,230 shares; 2024Q4: 228,616 shares; 2025Q1: 198,207 shares; 2025Q2: 188,581 shares; 2025Q3: 181,713 shares; 2025Q4: 32,678 shares; 2026Q1: 32,062 shares 32,062 $1.6M 0.02% -616 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: 14,064 shares; 2025Q4: 28,088 shares; 2026Q1: 32,277 shares 32,277 $1.59M 0.02% +4,189 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,316 shares; 2024Q4: 21,245 shares; 2025Q1: 22,269 shares; 2025Q2: 21,738 shares; 2025Q3: 22,275 shares; 2025Q4: 22,032 shares; 2026Q1: 23,277 shares 23,277 $1.59M 0.02% +1,245 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,099 shares; 2024Q4: 20,851 shares; 2025Q1: 19,552 shares; 2025Q2: 16,455 shares; 2025Q3: 18,257 shares; 2025Q4: 17,645 shares; 2026Q1: 20,514 shares 20,514 $1.58M 0.02% +2,869 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 33,018 shares; 2025Q1: 39,243 shares; 2025Q2: 13,024 shares; 2025Q3: 14,963 shares; 2025Q4: 14,631 shares; 2026Q1: 14,235 shares 14,235 $1.56M 0.02% -396 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 16,825 shares; 2025Q1: 17,919 shares; 2025Q2: 18,902 shares; 2025Q3: 19,064 shares; 2025Q4: 21,234 shares; 2026Q1: 33,488 shares 33,488 $1.56M 0.02% +12,254 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,413 shares; 2024Q4: 13,280 shares; 2025Q1: 18,907 shares; 2025Q2: 25,136 shares; 2025Q3: 27,339 shares; 2025Q4: 22,757 shares; 2026Q1: 19,791 shares 19,791 $1.55M 0.02% -2,966 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: 19,672 shares; 2024Q4: 30,425 shares; 2025Q1: 30,847 shares; 2025Q2: 31,466 shares; 2025Q3: 27,551 shares; 2025Q4: 31,704 shares; 2026Q1: 33,972 shares 33,972 $1.55M 0.02% +2,268 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,894 shares; 2024Q4: 31,052 shares; 2025Q1: 28,575 shares; 2025Q2: 25,988 shares; 2025Q3: 24,224 shares; 2025Q4: 26,430 shares; 2026Q1: 26,119 shares 26,119 $1.52M 0.02% -311 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,370 shares; 2024Q4: 22,162 shares; 2025Q1: 21,612 shares; 2025Q2: 21,612 shares; 2025Q3: 21,624 shares; 2025Q4: 21,551 shares; 2026Q1: 20,882 shares 20,882 $1.51M 0.02% -669 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,574 shares; 2026Q1: 16,594 shares 16,594 $1.51M 0.02% +1,020 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,712 shares; 2026Q1: 50,282 shares 50,282 $1.49M 0.02% +43,570 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,876 shares; 2025Q4: 37,466 shares; 2026Q1: 37,773 shares 37,773 $1.49M 0.02% +307 Timeline CALF 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: 69,246 shares; 2024Q4: 90,078 shares; 2025Q1: 54,580 shares; 2025Q2: 50,266 shares; 2025Q3: 32,828 shares; 2025Q4: 36,584 shares; 2026Q1: 33,050 shares 33,050 $1.48M 0.02% -3,534 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,912 shares; 2025Q3: 29,648 shares; 2025Q4: 125,393 shares; 2026Q1: 252,998 shares 252,998 $1.47M 0.02% +127,605 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: 6,661 shares; 2024Q4: 7,082 shares; 2025Q1: 43,796 shares; 2025Q2: 47,685 shares; 2025Q3: 9,032 shares; 2025Q4: 9,085 shares; 2026Q1: 10,360 shares 10,360 $1.46M 0.02% +1,275 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: 70,225 shares; 2024Q4: 75,058 shares; 2025Q1: 7,409 shares; 2025Q2: 6,867 shares; 2025Q3: 6,818 shares; 2025Q4: 7,579 shares; 2026Q1: 8,116 shares 8,116 $1.46M 0.02% +537 Timeline MOAT 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: 7,314 shares; 2024Q4: 8,497 shares; 2025Q1: 5,279 shares; 2025Q2: 3,725 shares; 2025Q3: 5,216 shares; 2025Q4: 7,455 shares; 2026Q1: 15,076 shares 15,076 $1.46M 0.02% +7,621 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 15,951 shares; 2025Q1: 19,455 shares; 2025Q2: 23,057 shares; 2025Q3: 28,748 shares; 2025Q4: 12,098 shares; 2026Q1: 43,464 shares 43,464 $1.45M 0.02% +31,366 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,720 shares; 2025Q1: 5,622 shares; 2025Q2: 7,303 shares; 2025Q3: 7,932 shares; 2025Q4: 7,134 shares; 2026Q1: 7,298 shares 7,298 $1.44M 0.02% +164 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,558 shares; 2025Q2: 4,611 shares; 2025Q3: 4,615 shares; 2025Q4: 4,576 shares; 2026Q1: 4,577 shares 4,577 $1.44M 0.02% +1 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,213 shares 57,213 $1.44M 0.02% new 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: 5,840 shares; 2024Q4: 5,848 shares; 2025Q1: 5,810 shares; 2025Q2: 5,824 shares; 2025Q3: 5,786 shares; 2025Q4: 5,707 shares; 2026Q1: 5,719 shares 5,719 $1.43M 0.02% +12 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: 2,277 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares; 2026Q1: 11,339 shares 11,339 $1.43M 0.02% +8,912 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,525 shares; 2024Q4: 20,360 shares; 2025Q1: 52,605 shares; 2025Q2: 34,200 shares; 2025Q3: 43,490 shares; 2025Q4: 39,444 shares; 2026Q1: 39,360 shares 39,360 $1.43M 0.02% -84 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 11,933 shares; 2025Q1: 12,082 shares; 2025Q2: 12,545 shares; 2025Q3: 12,305 shares; 2025Q4: 12,191 shares; 2026Q1: 14,848 shares 14,848 $1.42M 0.02% +2,657 Timeline IEI 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: 13,351 shares; 2024Q4: 13,701 shares; 2025Q1: 22,986 shares; 2025Q2: 28,530 shares; 2025Q3: 14,738 shares; 2025Q4: 14,197 shares; 2026Q1: 11,896 shares 11,896 $1.41M 0.02% -2,301 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,181 shares; 2024Q4: 7,584 shares; 2025Q1: 12,101 shares; 2025Q2: 20,767 shares; 2025Q3: 18,273 shares; 2025Q4: 18,229 shares; 2026Q1: 14,210 shares 14,210 $1.41M 0.02% -4,019 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,370 shares; 2025Q1: 5,115 shares; 2025Q2: 5,160 shares; 2025Q3: 5,416 shares; 2025Q4: 5,412 shares; 2026Q1: 8,490 shares 8,490 $1.41M 0.02% +3,078 Timeline CPTL 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: 31,097 shares; 2024Q4: 31,729 shares; 2025Q1: 31,475 shares; 2025Q2: 30,845 shares; 2025Q3: 32,082 shares; 2025Q4: 31,956 shares; 2026Q1: 33,840 shares 33,840 $1.41M 0.02% +1,884 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,194 shares; 2025Q4: 16,956 shares; 2026Q1: 28,152 shares 28,152 $1.39M 0.02% +11,196 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,239 shares; 2025Q1: 7,804 shares; 2025Q2: 8,064 shares; 2025Q3: 8,139 shares; 2025Q4: 7,659 shares; 2026Q1: 8,457 shares 8,457 $1.39M 0.02% +798 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 5,923 shares; 2025Q1: 5,923 shares; 2025Q2: 5,923 shares; 2025Q3: 6,045 shares; 2025Q4: 6,078 shares; 2026Q1: 6,424 shares 6,424 $1.39M 0.02% +346 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: 2,456 shares; 2024Q4: 2,667 shares; 2025Q1: 2,412 shares; 2025Q2: 2,486 shares; 2025Q3: 4,404 shares; 2025Q4: 4,439 shares; 2026Q1: 10,944 shares 10,944 $1.39M 0.02% +6,505 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: 49,457 shares; 2024Q4: 55,686 shares; 2025Q1: 58,270 shares; 2025Q2: 59,699 shares; 2025Q3: 44,973 shares; 2025Q4: 39,527 shares; 2026Q1: 41,312 shares 41,312 $1.37M 0.02% +1,785 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,548 shares; 2024Q4: 36,820 shares; 2025Q1: 37,217 shares; 2025Q2: 41,101 shares; 2025Q3: 30,918 shares; 2025Q4: 30,609 shares; 2026Q1: 32,424 shares 32,424 $1.37M 0.02% +1,815 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,421 shares; 2024Q4: 11,595 shares; 2025Q1: 10,072 shares; 2025Q2: 10,274 shares; 2025Q3: 11,822 shares; 2025Q4: 11,205 shares; 2026Q1: 12,359 shares 12,359 $1.36M 0.02% +1,154 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,031 shares; 2025Q4: 37,789 shares; 2026Q1: 41,280 shares 41,280 $1.36M 0.02% +3,491 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,112 shares 30,112 $1.36M 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 12,764 shares; 2025Q1: 17,781 shares; 2025Q2: 15,981 shares; 2025Q3: 16,966 shares; 2025Q4: 14,429 shares; 2026Q1: 14,654 shares 14,654 $1.35M 0.02% +225 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,070 shares; 2024Q4: 33,163 shares; 2025Q1: 34,638 shares; 2025Q2: 34,660 shares; 2025Q3: 34,752 shares; 2025Q4: 34,829 shares; 2026Q1: 34,756 shares 34,756 $1.35M 0.02% -73 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,724 shares; 2024Q4: 13,729 shares; 2025Q1: 13,591 shares; 2025Q2: 13,388 shares; 2025Q3: 13,296 shares; 2025Q4: 13,890 shares; 2026Q1: 13,921 shares 13,921 $1.35M 0.02% +31 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,239 shares; 2026Q1: 39,706 shares 39,706 $1.31M 0.02% +5,467 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,301 shares; 2025Q4: 60,696 shares; 2026Q1: 62,542 shares 62,542 $1.3M 0.02% +1,846 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: 59,066 shares; 2024Q4: 68,851 shares; 2025Q1: 93,752 shares; 2025Q2: 109,476 shares; 2025Q3: 74,928 shares; 2025Q4: 31,757 shares; 2026Q1: 30,014 shares 30,014 $1.3M 0.02% -1,743 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,440 shares; 2026Q1: 25,109 shares 25,109 $1.3M 0.02% +7,669 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,142 shares; 2025Q1: 16,612 shares; 2025Q2: 17,351 shares; 2025Q3: 16,798 shares; 2025Q4: 16,008 shares; 2026Q1: 16,256 shares 16,256 $1.29M 0.02% +248 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,693 shares; 2024Q4: not reported; 2025Q1: 41,471 shares; 2025Q2: 73,693 shares; 2025Q3: 76,034 shares; 2025Q4: 79,966 shares; 2026Q1: 103,239 shares 103,239 $1.27M 0.02% +23,273 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,969 shares; 2025Q1: 24,287 shares; 2025Q2: 30,629 shares; 2025Q3: 19,055 shares; 2025Q4: 24,488 shares; 2026Q1: 34,490 shares 34,490 $1.27M 0.02% +10,002 Timeline VCIT 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: 16,824 shares; 2024Q4: 15,476 shares; 2025Q1: 13,589 shares; 2025Q2: 12,491 shares; 2025Q3: 14,340 shares; 2025Q4: 13,689 shares; 2026Q1: 15,302 shares 15,302 $1.27M 0.02% +1,613 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: 16,348 shares; 2024Q4: 16,699 shares; 2025Q1: 15,466 shares; 2025Q2: 13,967 shares; 2025Q3: 14,588 shares; 2025Q4: 14,857 shares; 2026Q1: 12,567 shares 12,567 $1.26M 0.02% -2,290 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: 19,687 shares; 2024Q4: 22,290 shares; 2025Q1: 21,949 shares; 2025Q2: 22,221 shares; 2025Q3: 23,134 shares; 2025Q4: 23,976 shares; 2026Q1: 25,634 shares 25,634 $1.26M 0.02% +1,658 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,865 shares; 2024Q4: 14,119 shares; 2025Q1: 14,009 shares; 2025Q2: 13,747 shares; 2025Q3: 14,553 shares; 2025Q4: 14,750 shares; 2026Q1: 15,832 shares 15,832 $1.26M 0.02% +1,082 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,575 shares; 2025Q4: 25,393 shares; 2026Q1: 33,396 shares 33,396 $1.24M 0.02% +8,003 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,960 shares; 2025Q1: 20,176 shares; 2025Q2: 24,695 shares; 2025Q3: 35,771 shares; 2025Q4: 34,548 shares; 2026Q1: 33,455 shares 33,455 $1.23M 0.02% -1,093 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,451 shares; 2024Q4: 118,882 shares; 2025Q1: 125,205 shares; 2025Q2: 92,186 shares; 2025Q3: 127,455 shares; 2025Q4: 13,439 shares; 2026Q1: 10,328 shares 10,328 $1.23M 0.02% -3,111 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,806 shares; 2025Q1: 3,897 shares; 2025Q2: 4,105 shares; 2025Q3: 4,159 shares; 2025Q4: 3,069 shares; 2026Q1: 3,740 shares 3,740 $1.22M 0.02% +671 Timeline GDE 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: 4,888 shares; 2025Q4: 12,225 shares; 2026Q1: 19,295 shares 19,295 $1.21M 0.02% +7,070 Timeline KNG 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: 100,209 shares; 2024Q4: 100,961 shares; 2025Q1: 103,732 shares; 2025Q2: 90,249 shares; 2025Q3: 53,413 shares; 2025Q4: 24,591 shares; 2026Q1: 24,795 shares 24,795 $1.21M 0.02% +204 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 459 shares; 2025Q1: 474 shares; 2025Q2: 504 shares; 2025Q3: 532 shares; 2025Q4: 552 shares; 2026Q1: 696 shares 696 $1.2M 0.02% +144 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 4,864 shares; 2025Q1: 6,139 shares; 2025Q2: 6,101 shares; 2025Q3: 4,593 shares; 2025Q4: 4,563 shares; 2026Q1: 11,248 shares 11,248 $1.2M 0.02% +6,685 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,009 shares; 2024Q4: 103,024 shares; 2025Q1: 96,646 shares; 2025Q2: 101,460 shares; 2025Q3: 116,434 shares; 2025Q4: 17,266 shares; 2026Q1: 10,205 shares 10,205 $1.19M 0.02% -7,061 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,855 shares; 2025Q4: 2,923 shares; 2026Q1: 6,521 shares 6,521 $1.19M 0.02% +3,598 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,825 shares; 2025Q4: 31,349 shares; 2026Q1: 32,889 shares 32,889 $1.19M 0.02% +1,540 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 6,588 shares; 2025Q1: 6,688 shares; 2025Q2: 6,736 shares; 2025Q3: 8,394 shares; 2025Q4: 8,430 shares; 2026Q1: 8,162 shares 8,162 $1.19M 0.02% -268 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 18,043 shares; 2025Q1: 19,925 shares; 2025Q2: 29,774 shares; 2025Q3: 31,986 shares; 2025Q4: 35,689 shares; 2026Q1: 36,604 shares 36,604 $1.19M 0.02% +915 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,324 shares 44,324 $1.18M 0.02% new Timeline IGRO 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: 12,772 shares; 2024Q4: 12,866 shares; 2025Q1: 12,342 shares; 2025Q2: 13,191 shares; 2025Q3: 14,196 shares; 2025Q4: 14,439 shares; 2026Q1: 14,115 shares 14,115 $1.18M 0.02% -324 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,701 shares 22,701 $1.18M 0.02% new Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 11,877 shares; 2025Q1: 12,316 shares; 2025Q2: 12,425 shares; 2025Q3: 12,210 shares; 2025Q4: 18,928 shares; 2026Q1: 31,688 shares 31,688 $1.18M 0.02% +12,760 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,692 shares; 2024Q4: 19,482 shares; 2025Q1: 21,585 shares; 2025Q2: 94,097 shares; 2025Q3: 113,287 shares; 2025Q4: 21,667 shares; 2026Q1: 22,928 shares 22,928 $1.18M 0.02% +1,261 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,806 shares; 2026Q1: 28,806 shares 28,806 $1.18M 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,797 shares; 2024Q4: 14,367 shares; 2025Q1: 12,241 shares; 2025Q2: 11,828 shares; 2025Q3: 11,771 shares; 2025Q4: 13,290 shares; 2026Q1: 12,199 shares 12,199 $1.18M 0.02% -1,091 Timeline JHMU JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,827 shares; 2026Q1: 45,226 shares 45,226 $1.17M 0.02% +7,399 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: not reported; 2024Q4: not reported; 2025Q1: 6,859 shares; 2025Q2: 7,118 shares; 2025Q3: 8,858 shares; 2025Q4: 8,523 shares; 2026Q1: 8,554 shares 8,554 $1.17M 0.02% +31 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,745 shares; 2024Q4: 86,672 shares; 2025Q1: 85,485 shares; 2025Q2: 94,707 shares; 2025Q3: 97,910 shares; 2025Q4: 96,826 shares; 2026Q1: 98,126 shares 98,126 $1.17M 0.02% +1,300 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 767 shares; 2025Q4: 1,509 shares; 2026Q1: 2,868 shares 2,868 $1.17M 0.02% +1,359 Timeline AIQ 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: 19,131 shares; 2024Q4: 20,561 shares; 2025Q1: 20,455 shares; 2025Q2: 20,235 shares; 2025Q3: 21,992 shares; 2025Q4: 23,774 shares; 2026Q1: 24,992 shares 24,992 $1.17M 0.02% +1,218 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,601 shares; 2026Q1: 21,765 shares 21,765 $1.16M 0.02% -56,836 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: 1,678 shares; 2024Q4: 1,335 shares; 2025Q1: 1,155 shares; 2025Q2: 1,030 shares; 2025Q3: 1,044 shares; 2025Q4: 1,046 shares; 2026Q1: 1,064 shares 1,064 $1.16M 0.02% +18 Timeline IDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,235 shares; 2025Q4: 39,978 shares; 2026Q1: 40,344 shares 40,344 $1.16M 0.02% +366 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,845 shares; 2025Q1: 2,857 shares; 2025Q2: 2,770 shares; 2025Q3: 3,706 shares; 2025Q4: 5,785 shares; 2026Q1: 10,054 shares 10,054 $1.16M 0.02% +4,269 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,176 shares 45,176 $1.16M 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,444 shares; 2024Q4: 36,120 shares; 2025Q1: 13,618 shares; 2025Q2: 13,981 shares; 2025Q3: 13,435 shares; 2025Q4: 12,328 shares; 2026Q1: 13,554 shares 13,554 $1.16M 0.02% +1,226 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,758 shares; 2024Q4: 44,065 shares; 2025Q1: 54,970 shares; 2025Q2: 59,330 shares; 2025Q3: 65,037 shares; 2025Q4: 55,470 shares; 2026Q1: 60,885 shares 60,885 $1.15M 0.02% +5,415 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,153 shares; 2026Q1: 23,076 shares 23,076 $1.15M 0.02% +2,923 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,392 shares; 2024Q4: 27,776 shares; 2025Q1: 18,358 shares; 2025Q2: 16,861 shares; 2025Q3: 11,733 shares; 2025Q4: 30,267 shares; 2026Q1: 27,606 shares 27,606 $1.15M 0.02% -2,661 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: 16,103 shares; 2024Q4: 10,700 shares; 2025Q1: 11,123 shares; 2025Q2: 8,870 shares; 2025Q3: 12,610 shares; 2025Q4: 12,616 shares; 2026Q1: 15,634 shares 15,634 $1.14M 0.02% +3,018 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,229 shares; 2024Q4: 39,286 shares; 2025Q1: 39,573 shares; 2025Q2: 40,208 shares; 2025Q3: 43,970 shares; 2025Q4: 47,468 shares; 2026Q1: 49,616 shares 49,616 $1.14M 0.02% +2,148 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 3,882 shares; 2025Q1: 4,655 shares; 2025Q2: 8,372 shares; 2025Q3: 5,243 shares; 2025Q4: 5,184 shares; 2026Q1: 4,058 shares 4,058 $1.13M 0.02% -1,126 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 53,286 shares; 2025Q1: 54,141 shares; 2025Q2: 54,830 shares; 2025Q3: 31,774 shares; 2025Q4: 33,564 shares; 2026Q1: 38,972 shares 38,972 $1.13M 0.02% +5,408 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: 65,452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,151 shares; 2026Q1: 20,289 shares 20,289 $1.13M 0.02% +2,138 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,974 shares; 2026Q1: 14,920 shares 14,920 $1.13M 0.02% -6,054 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE 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: 33,161 shares; 2026Q1: 22,086 shares 22,086 $1.13M 0.02% -11,075 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,687 shares 5,687 $1.12M 0.02% new Timeline VCSH 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: 15,305 shares; 2024Q4: 12,467 shares; 2025Q1: 15,094 shares; 2025Q2: 14,460 shares; 2025Q3: 14,055 shares; 2025Q4: 12,732 shares; 2026Q1: 14,098 shares 14,098 $1.12M 0.02% +1,366 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: 27,052 shares; 2024Q4: 27,052 shares; 2025Q1: 28,162 shares; 2025Q2: 29,367 shares; 2025Q3: 29,371 shares; 2025Q4: 29,771 shares; 2026Q1: 29,450 shares 29,450 $1.12M 0.02% -321 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,399 shares; 2024Q4: 63,941 shares; 2025Q1: 58,999 shares; 2025Q2: 77,215 shares; 2025Q3: 75,595 shares; 2025Q4: 79,915 shares; 2026Q1: 80,950 shares 80,950 $1.12M 0.02% +1,035 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 33,794 shares 33,794 $1.11M 0.02% new Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,888 shares; 2025Q3: 17,013 shares; 2025Q4: 23,149 shares; 2026Q1: 38,069 shares 38,069 $1.11M 0.02% +14,920 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 9,464 shares; 2025Q1: 9,529 shares; 2025Q2: 9,584 shares; 2025Q3: 9,515 shares; 2025Q4: 9,720 shares; 2026Q1: 17,071 shares 17,071 $1.11M 0.02% +7,351 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,942 shares; 2024Q4: 62,360 shares; 2025Q1: 54,259 shares; 2025Q2: 53,744 shares; 2025Q3: 47,744 shares; 2025Q4: 45,348 shares; 2026Q1: 44,735 shares 44,735 $1.1M 0.02% -613 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,724 shares; 2025Q1: 1,751 shares; 2025Q2: 8,414 shares; 2025Q3: 8,403 shares; 2025Q4: 3,263 shares; 2026Q1: 3,889 shares 3,889 $1.1M 0.02% +626 Timeline HIMU 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: 32,555 shares; 2025Q2: 26,345 shares; 2025Q3: 22,805 shares; 2025Q4: 23,426 shares; 2026Q1: 22,960 shares 22,960 $1.1M 0.02% -466 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,712 shares; 2024Q4: 28,081 shares; 2025Q1: 27,353 shares; 2025Q2: 27,210 shares; 2025Q3: 28,584 shares; 2025Q4: 28,721 shares; 2026Q1: 28,823 shares 28,823 $1.1M 0.02% +102 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,537 shares; 2024Q4: 15,251 shares; 2025Q1: 14,733 shares; 2025Q2: 13,175 shares; 2025Q3: 13,880 shares; 2025Q4: 13,802 shares; 2026Q1: 14,529 shares 14,529 $1.1M 0.01% +727 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: 3,962 shares; 2024Q4: 6,350 shares; 2025Q1: 5,985 shares; 2025Q2: 5,710 shares; 2025Q3: 5,813 shares; 2025Q4: 5,844 shares; 2026Q1: 8,539 shares 8,539 $1.09M 0.01% +2,695 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 3,986 shares; 2025Q1: 5,650 shares; 2025Q2: 6,983 shares; 2025Q3: 7,031 shares; 2025Q4: 7,386 shares; 2026Q1: 8,083 shares 8,083 $1.09M 0.01% +697 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,072 shares; 2026Q1: 19,340 shares 19,340 $1.09M 0.01% +1,268 Timeline CLOA 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: 6,330 shares; 2024Q4: 19,328 shares; 2025Q1: 16,616 shares; 2025Q2: 19,769 shares; 2025Q3: 23,693 shares; 2025Q4: 24,646 shares; 2026Q1: 20,971 shares 20,971 $1.09M 0.01% -3,675 Timeline AIRR 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: 2,808 shares; 2025Q4: 8,315 shares; 2026Q1: 9,798 shares 9,798 $1.09M 0.01% +1,483 Timeline QVML INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,312 shares 28,312 $1.08M 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: not reported; 2025Q1: 30,965 shares; 2025Q2: 3,524 shares; 2025Q3: not reported; 2025Q4: 6,660 shares; 2026Q1: 13,679 shares 13,679 $1.08M 0.01% +7,019 Timeline TLH 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: 13,129 shares; 2024Q4: 11,056 shares; 2025Q1: 13,920 shares; 2025Q2: 7,778 shares; 2025Q3: 10,433 shares; 2025Q4: 11,269 shares; 2026Q1: 10,745 shares 10,745 $1.08M 0.01% -524 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,928 shares; 2025Q3: 1,833 shares; 2025Q4: 2,897 shares; 2026Q1: 2,749 shares 2,749 $1.08M 0.01% -148 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,103 shares; 2024Q4: 11,687 shares; 2025Q1: 12,224 shares; 2025Q2: 11,082 shares; 2025Q3: 10,807 shares; 2025Q4: 25,123 shares; 2026Q1: 23,274 shares 23,274 $1.08M 0.01% -1,849 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 6,317 shares; 2025Q1: 6,671 shares; 2025Q2: 7,051 shares; 2025Q3: 7,313 shares; 2025Q4: 7,728 shares; 2026Q1: 8,623 shares 8,623 $1.08M 0.01% +895 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,945 shares; 2025Q1: 4,231 shares; 2025Q2: 4,933 shares; 2025Q3: 3,072 shares; 2025Q4: 3,378 shares; 2026Q1: 3,819 shares 3,819 $1.08M 0.01% +441 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,740 shares; 2024Q4: 40,705 shares; 2025Q1: 40,705 shares; 2025Q2: 40,550 shares; 2025Q3: 39,450 shares; 2025Q4: 39,405 shares; 2026Q1: 47,139 shares 47,139 $1.07M 0.01% +7,734 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 631 shares; 2025Q1: 1,111 shares; 2025Q2: 1,355 shares; 2025Q3: 1,239 shares; 2025Q4: 847 shares; 2026Q1: 776 shares 776 $1.07M 0.01% -71 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: not reported; 2024Q4: not reported; 2025Q1: 100,706 shares; 2025Q2: 50,715 shares; 2025Q3: 51,752 shares; 2025Q4: 60,596 shares; 2026Q1: 31,099 shares 31,099 $1.06M 0.01% -29,497 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,916 shares 4,916 $1.05M 0.01% new 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: 4,963 shares; 2024Q4: 5,368 shares; 2025Q1: 5,296 shares; 2025Q2: 5,363 shares; 2025Q3: 5,369 shares; 2025Q4: 5,223 shares; 2026Q1: 5,316 shares 5,316 $1.05M 0.01% +93 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 1,574 shares; 2025Q1: 1,575 shares; 2025Q2: 1,451 shares; 2025Q3: 1,450 shares; 2025Q4: 1,474 shares; 2026Q1: 2,831 shares 2,831 $1.05M 0.01% +1,357 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: 11,317 shares; 2024Q4: 10,340 shares; 2025Q1: 11,157 shares; 2025Q2: 11,599 shares; 2025Q3: 11,267 shares; 2025Q4: 10,622 shares; 2026Q1: 13,903 shares 13,903 $1.05M 0.01% +3,281 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,129 shares 10,129 $1.05M 0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,976 shares; 2024Q4: 25,697 shares; 2025Q1: 25,550 shares; 2025Q2: 27,222 shares; 2025Q3: 25,277 shares; 2025Q4: 25,067 shares; 2026Q1: 25,141 shares 25,141 $1.04M 0.01% +74 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 5,125 shares; 2025Q1: 83,871 shares; 2025Q2: 85,851 shares; 2025Q3: 77,851 shares; 2025Q4: 68,848 shares; 2026Q1: 7,609 shares 7,609 $1.04M 0.01% -61,239 Timeline DIVI 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: 22,520 shares; 2025Q4: 26,492 shares; 2026Q1: 26,043 shares 26,043 $1.04M 0.01% -449 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 7,255 shares; 2025Q4: 12,628 shares; 2026Q1: 13,353 shares 13,353 $1.03M 0.01% +725 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,102 shares; 2024Q4: 186,527 shares; 2025Q1: 163,416 shares; 2025Q2: 21,247 shares; 2025Q3: 20,299 shares; 2025Q4: 16,850 shares; 2026Q1: 14,275 shares 14,275 $1.03M 0.01% -2,575 Timeline VTWO 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: 3,056 shares; 2024Q4: 4,896 shares; 2025Q1: 5,410 shares; 2025Q2: 5,547 shares; 2025Q3: 9,684 shares; 2025Q4: 10,141 shares; 2026Q1: 10,274 shares 10,274 $1.03M 0.01% +133 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,338 shares; 2026Q1: 148,026 shares 148,026 $1.03M 0.01% +80,688 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,599 shares; 2024Q4: 8,360 shares; 2025Q1: 7,952 shares; 2025Q2: 7,862 shares; 2025Q3: 6,277 shares; 2025Q4: 5,960 shares; 2026Q1: 5,836 shares 5,836 $1.03M 0.01% -124 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,150 shares; 2024Q4: 18,626 shares; 2025Q1: 21,670 shares; 2025Q2: 102,423 shares; 2025Q3: 25,419 shares; 2025Q4: 6,436 shares; 2026Q1: 4,214 shares 4,214 $1.02M 0.01% -2,222 Timeline THNQ 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: 46,694 shares; 2024Q4: 35,038 shares; 2025Q1: 27,008 shares; 2025Q2: 24,842 shares; 2025Q3: 21,199 shares; 2025Q4: 18,760 shares; 2026Q1: 17,035 shares 17,035 $1.01M 0.01% -1,725 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 8,907 shares 8,907 $1M 0.01% +6,881 Timeline ZFEB 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: 42,485 shares; 2025Q2: 42,485 shares; 2025Q3: 43,500 shares; 2025Q4: 39,366 shares; 2026Q1: 39,366 shares 39,366 $1000K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,182 shares; 2024Q4: 11,008 shares; 2025Q1: 10,423 shares; 2025Q2: 13,989 shares; 2025Q3: 47,372 shares; 2025Q4: 11,479 shares; 2026Q1: 11,934 shares 11,934 $999K 0.01% +455 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,051 shares; 2024Q4: 14,000 shares; 2025Q1: 12,834 shares; 2025Q2: 10,304 shares; 2025Q3: 9,625 shares; 2025Q4: 12,247 shares; 2026Q1: 13,713 shares 13,713 $997K 0.01% +1,466 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 60,407 shares; 2025Q1: 9,605 shares; 2025Q2: 5,250 shares; 2025Q3: 5,203 shares; 2025Q4: 5,197 shares; 2026Q1: 4,786 shares 4,786 $995K 0.01% -411 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,859 shares 33,859 $994K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 4,166 shares; 2025Q1: 4,169 shares; 2025Q2: 3,970 shares; 2025Q3: 4,023 shares; 2025Q4: 4,420 shares; 2026Q1: 5,336 shares 5,336 $986K 0.01% +916 Timeline LQTI 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: 46,118 shares; 2026Q1: 50,250 shares 50,250 $984K 0.01% +4,132 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,441 shares; 2026Q1: 45,667 shares 45,667 $980K 0.01% +226 Timeline BTCI 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: 9,453 shares; 2026Q1: 29,861 shares 29,861 $979K 0.01% +20,408 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,796 shares; 2024Q4: 29,906 shares; 2025Q1: 29,906 shares; 2025Q2: 27,739 shares; 2025Q3: 23,120 shares; 2025Q4: 22,360 shares; 2026Q1: 21,290 shares 21,290 $979K 0.01% -1,070 Timeline IYW 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: 2,019 shares; 2024Q4: 2,263 shares; 2025Q1: 3,710 shares; 2025Q2: 4,771 shares; 2025Q3: 4,716 shares; 2025Q4: 4,535 shares; 2026Q1: 5,345 shares 5,345 $970K 0.01% +810 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: 12,459 shares; 2024Q4: 21,941 shares; 2025Q1: 28,116 shares; 2025Q2: 26,369 shares; 2025Q3: 21,587 shares; 2025Q4: 24,042 shares; 2026Q1: 33,433 shares 33,433 $968K 0.01% +9,391 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,889 shares; 2024Q4: 9,986 shares; 2025Q1: 9,204 shares; 2025Q2: 9,269 shares; 2025Q3: 9,546 shares; 2025Q4: 8,216 shares; 2026Q1: 8,187 shares 8,187 $968K 0.01% -29 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,574 shares; 2025Q1: 6,049 shares; 2025Q2: not reported; 2025Q3: 23,197 shares; 2025Q4: 24,462 shares; 2026Q1: 42,957 shares 42,957 $957K 0.01% +18,495 Timeline DIVG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,446 shares; 2026Q1: 27,539 shares 27,539 $953K 0.01% +2,093 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,254 shares; 2025Q1: 3,224 shares; 2025Q2: 3,227 shares; 2025Q3: 3,203 shares; 2025Q4: 3,096 shares; 2026Q1: 3,096 shares 3,096 $941K 0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 39,383 shares; 2025Q1: 41,876 shares; 2025Q2: 41,194 shares; 2025Q3: 40,857 shares; 2025Q4: 40,882 shares; 2026Q1: 38,741 shares 38,741 $940K 0.01% -2,141 Timeline XLG 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: 13,809 shares; 2024Q4: 14,607 shares; 2025Q1: 12,170 shares; 2025Q2: 10,830 shares; 2025Q3: 10,532 shares; 2025Q4: 16,900 shares; 2026Q1: 16,911 shares 16,911 $923K 0.01% +11 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: not reported; 2025Q4: not reported; 2026Q1: 3,246 shares 3,246 $917K 0.01% new Timeline DYNB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,965 shares; 2026Q1: 23,317 shares 23,317 $913K 0.01% +13,352 Timeline IUSV 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: 3,899 shares; 2024Q4: 5,030 shares; 2025Q1: 5,875 shares; 2025Q2: 5,804 shares; 2025Q3: 7,184 shares; 2025Q4: 7,870 shares; 2026Q1: 8,868 shares 8,868 $907K 0.01% +998 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: 1,834 shares; 2024Q4: 1,891 shares; 2025Q1: 1,966 shares; 2025Q2: 2,119 shares; 2025Q3: 2,094 shares; 2025Q4: 2,282 shares; 2026Q1: 6,338 shares 6,338 $905K 0.01% +4,056 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: 15,197 shares; 2024Q4: 37,099 shares; 2025Q1: 30,057 shares; 2025Q2: 30,385 shares; 2025Q3: 26,633 shares; 2025Q4: 26,058 shares; 2026Q1: 28,976 shares 28,976 $897K 0.01% +2,918 Timeline DYFI 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: 34,969 shares; 2026Q1: 39,231 shares 39,231 $892K 0.01% +4,262 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 42,631 shares; 2025Q1: 19,485 shares; 2025Q2: 16,975 shares; 2025Q3: 16,979 shares; 2025Q4: 16,981 shares; 2026Q1: 16,982 shares 16,982 $879K 0.01% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 1,645 shares; 2025Q1: 1,593 shares; 2025Q2: 1,852 shares; 2025Q3: 1,903 shares; 2025Q4: 1,849 shares; 2026Q1: 1,850 shares 1,850 $875K 0.01% +1 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,556 shares; 2024Q4: 33,857 shares; 2025Q1: 59,665 shares; 2025Q2: 53,139 shares; 2025Q3: 37,985 shares; 2025Q4: 26,004 shares; 2026Q1: 18,191 shares 18,191 $874K 0.01% -7,813 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: 5,930 shares; 2024Q4: 5,804 shares; 2025Q1: 4,982 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares; 2025Q4: 4,964 shares; 2026Q1: 4,484 shares 4,484 $872K 0.01% -480 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 24,840 shares; 2025Q1: 24,453 shares; 2025Q2: 24,453 shares; 2025Q3: 23,258 shares; 2025Q4: 24,753 shares; 2026Q1: 23,957 shares 23,957 $871K 0.01% -796 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,236 shares; 2025Q2: 63,403 shares; 2025Q3: 63,457 shares; 2025Q4: 65,209 shares; 2026Q1: 77,505 shares 77,505 $870K 0.01% +12,296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,975 shares 6,975 $868K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 8,288 shares; 2025Q1: 8,206 shares; 2025Q2: 8,571 shares; 2025Q3: 8,348 shares; 2025Q4: 8,310 shares; 2026Q1: 8,117 shares 8,117 $868K 0.01% -193 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: 659 shares; 2025Q2: 665 shares; 2025Q3: 2,837 shares; 2025Q4: 2,774 shares; 2026Q1: 2,670 shares 2,670 $862K 0.01% -104 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,132 shares; 2024Q4: 5,531 shares; 2025Q1: 6,608 shares; 2025Q2: 8,255 shares; 2025Q3: 9,443 shares; 2025Q4: 10,559 shares; 2026Q1: 11,156 shares 11,156 $860K 0.01% +597 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,334 shares; 2025Q1: 6,422 shares; 2025Q2: 7,582 shares; 2025Q3: 45,468 shares; 2025Q4: 7,245 shares; 2026Q1: 7,256 shares 7,256 $858K 0.01% +11 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,465 shares 34,465 $858K 0.01% new Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,808 shares; 2025Q4: 27,665 shares; 2026Q1: 25,842 shares 25,842 $854K 0.01% -1,823 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,342 shares 1,342 $853K 0.01% new Timeline IWN 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: 4,585 shares; 2024Q4: 4,623 shares; 2025Q1: 4,584 shares; 2025Q2: 4,187 shares; 2025Q3: 4,389 shares; 2025Q4: 4,480 shares; 2026Q1: 4,491 shares 4,491 $851K 0.01% +11 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 15,655 shares; 2025Q1: 16,945 shares; 2025Q2: 17,110 shares; 2025Q3: 16,132 shares; 2025Q4: 14,308 shares; 2026Q1: 15,103 shares 15,103 $850K 0.01% +795 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 5,833 shares; 2025Q1: 5,757 shares; 2025Q2: 5,775 shares; 2025Q3: 5,707 shares; 2025Q4: 5,978 shares; 2026Q1: 5,802 shares 5,802 $848K 0.01% -176 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,832 shares; 2025Q2: 3,913 shares; 2025Q3: 3,097 shares; 2025Q4: 4,130 shares; 2026Q1: 4,034 shares 4,034 $832K 0.01% -96 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: 1,793 shares; 2024Q4: 1,733 shares; 2025Q1: 1,891 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,156 shares; 2026Q1: 2,662 shares 2,662 $831K 0.01% +506 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,695 shares 11,695 $825K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,576 shares; 2025Q1: 4,476 shares; 2025Q2: 4,343 shares; 2025Q3: 4,290 shares; 2025Q4: 4,334 shares; 2026Q1: 3,895 shares 3,895 $818K 0.01% -439 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,139 shares; 2024Q4: 15,933 shares; 2025Q1: 16,955 shares; 2025Q2: 21,035 shares; 2025Q3: 20,633 shares; 2025Q4: 21,805 shares; 2026Q1: 16,251 shares 16,251 $812K 0.01% -5,554 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,337 shares; 2024Q4: 26,649 shares; 2025Q1: 26,765 shares; 2025Q2: 26,738 shares; 2025Q3: 27,059 shares; 2025Q4: 27,193 shares; 2026Q1: 27,492 shares 27,492 $810K 0.01% +299 Timeline PXI 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: 17,727 shares; 2024Q4: 17,727 shares; 2025Q1: 15,677 shares; 2025Q2: 13,597 shares; 2025Q3: 13,597 shares; 2025Q4: 13,597 shares; 2026Q1: 13,557 shares 13,557 $807K 0.01% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,601 shares; 2025Q3: 15,673 shares; 2025Q4: 16,668 shares; 2026Q1: 16,202 shares 16,202 $807K 0.01% -466 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,983 shares; 2025Q1: 2,821 shares; 2025Q2: 2,881 shares; 2025Q3: 3,072 shares; 2025Q4: 3,420 shares; 2026Q1: 3,711 shares 3,711 $804K 0.01% +291 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 8,688 shares; 2025Q1: 6,896 shares; 2025Q2: 7,717 shares; 2025Q3: 9,339 shares; 2025Q4: 9,580 shares; 2026Q1: 10,092 shares 10,092 $802K 0.01% +512 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,146 shares; 2024Q4: 10,107 shares; 2025Q1: 10,119 shares; 2025Q2: 10,128 shares; 2025Q3: 10,117 shares; 2025Q4: 8,555 shares; 2026Q1: 8,577 shares 8,577 $800K 0.01% +22 Timeline NLR 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: 2,247 shares; 2025Q3: 2,257 shares; 2025Q4: 47,226 shares; 2026Q1: 5,995 shares 5,995 $798K 0.01% -41,231 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,121 shares; 2024Q4: 39,799 shares; 2025Q1: 189,766 shares; 2025Q2: 188,150 shares; 2025Q3: 20,942 shares; 2025Q4: 17,088 shares; 2026Q1: 10,908 shares 10,908 $793K 0.01% -6,180 Timeline IJT 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: 8,899 shares; 2024Q4: 8,941 shares; 2025Q1: 6,427 shares; 2025Q2: 6,384 shares; 2025Q3: 6,315 shares; 2025Q4: 6,339 shares; 2026Q1: 5,462 shares 5,462 $790K 0.01% -877 Timeline DUHP 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: 89,750 shares; 2024Q4: 101,401 shares; 2025Q1: 128,655 shares; 2025Q2: 129,281 shares; 2025Q3: 35,389 shares; 2025Q4: 22,902 shares; 2026Q1: 21,329 shares 21,329 $784K 0.01% -1,573 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,160 shares; 2025Q2: 15,328 shares; 2025Q3: 16,665 shares; 2025Q4: 14,348 shares; 2026Q1: 7,797 shares 7,797 $783K 0.01% -6,551 Timeline HIDV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,843 shares; 2025Q1: 5,500 shares; 2025Q2: 5,526 shares; 2025Q3: 5,405 shares; 2025Q4: 9,403 shares; 2026Q1: 9,964 shares 9,964 $774K 0.01% +561 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,131 shares; 2025Q2: 116,605 shares; 2025Q3: 120,015 shares; 2025Q4: 89,192 shares; 2026Q1: 6,082 shares 6,082 $774K 0.01% -83,110 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,980 shares; 2025Q1: 3,779 shares; 2025Q2: 3,754 shares; 2025Q3: 5,403 shares; 2025Q4: 6,670 shares; 2026Q1: 7,034 shares 7,034 $773K 0.01% +364 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,445 shares; 2024Q4: 135,245 shares; 2025Q1: 175,095 shares; 2025Q2: 191,597 shares; 2025Q3: 193,043 shares; 2025Q4: 188,193 shares; 2026Q1: 208,788 shares 208,788 $770K 0.01% +20,595 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 4,250 shares; 2025Q1: 3,790 shares; 2025Q2: 18,007 shares; 2025Q3: 11,370 shares; 2025Q4: 10,106 shares; 2026Q1: 9,554 shares 9,554 $770K 0.01% -552 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,396 shares; 2025Q2: 1,437 shares; 2025Q3: 2,784 shares; 2025Q4: 2,786 shares; 2026Q1: 3,884 shares 3,884 $770K 0.01% +1,098 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,733 shares; 2024Q4: 26,539 shares; 2025Q1: 24,243 shares; 2025Q2: 25,106 shares; 2025Q3: 31,467 shares; 2025Q4: 28,117 shares; 2026Q1: 28,738 shares 28,738 $768K 0.01% +621 Timeline VGIT 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: 926,718 shares; 2024Q4: 25,562 shares; 2025Q1: 19,685 shares; 2025Q2: 18,331 shares; 2025Q3: 14,936 shares; 2025Q4: 15,898 shares; 2026Q1: 12,853 shares 12,853 $765K 0.01% -3,045 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,826 shares; 2024Q4: 10,523 shares; 2025Q1: 9,094 shares; 2025Q2: 8,007 shares; 2025Q3: 8,780 shares; 2025Q4: 11,140 shares; 2026Q1: 10,658 shares 10,658 $760K 0.01% -482 Timeline QNC QUANTUM EMOTION CORP More: the full row for QUANTUM EMOTION 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: 331,025 shares 331,025 $758K 0.01% new Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $758K 0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,839 shares; 2024Q4: 17,545 shares; 2025Q1: 17,573 shares; 2025Q2: 15,111 shares; 2025Q3: 25,903 shares; 2025Q4: 30,932 shares; 2026Q1: 44,597 shares 44,597 $758K 0.01% +13,665 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,163 shares; 2025Q1: 2,620 shares; 2025Q2: 2,179 shares; 2025Q3: 1,984 shares; 2025Q4: 1,877 shares; 2026Q1: 2,408 shares 2,408 $757K 0.01% +531 Timeline PFEB 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: 18,336 shares; 2024Q4: 16,391 shares; 2025Q1: 39,070 shares; 2025Q2: 39,018 shares; 2025Q3: 22,036 shares; 2025Q4: 18,823 shares; 2026Q1: 18,820 shares 18,820 $755K 0.01% -3 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,009 shares; 2024Q4: 32,615 shares; 2025Q1: 32,958 shares; 2025Q2: 33,245 shares; 2025Q3: 35,629 shares; 2025Q4: 36,973 shares; 2026Q1: 40,201 shares 40,201 $750K 0.01% +3,228 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,403 shares; 2026Q1: 6,501 shares 6,501 $750K 0.01% +98 Timeline BSCS 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: 26,675 shares; 2024Q4: 29,827 shares; 2025Q1: 29,981 shares; 2025Q2: 29,957 shares; 2025Q3: 32,237 shares; 2025Q4: 33,504 shares; 2026Q1: 36,711 shares 36,711 $750K 0.01% +3,207 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,613 shares; 2024Q4: 13,671 shares; 2025Q1: 9,556 shares; 2025Q2: 9,165 shares; 2025Q3: 11,336 shares; 2025Q4: 11,003 shares; 2026Q1: 11,779 shares 11,779 $750K 0.01% +776 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,555 shares; 2025Q1: 1,515 shares; 2025Q2: 1,537 shares; 2025Q3: 1,610 shares; 2025Q4: 1,588 shares; 2026Q1: 1,732 shares 1,732 $749K 0.01% +144 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,099 shares; 2025Q1: 36,099 shares; 2025Q2: 35,099 shares; 2025Q3: 34,097 shares; 2025Q4: 33,097 shares; 2026Q1: 32,097 shares 32,097 $749K 0.01% -1,000 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,499 shares; 2024Q4: 13,288 shares; 2025Q1: 10,945 shares; 2025Q2: 11,849 shares; 2025Q3: 12,778 shares; 2025Q4: 12,432 shares; 2026Q1: 12,721 shares 12,721 $744K 0.01% +289 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 22,106 shares; 2025Q2: 22,106 shares; 2025Q3: 21,200 shares; 2025Q4: 28,150 shares; 2026Q1: 14,919 shares 14,919 $743K 0.01% -13,231 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,195 shares; 2025Q1: 3,035 shares; 2025Q2: 2,757 shares; 2025Q3: 2,689 shares; 2025Q4: 2,773 shares; 2026Q1: 2,779 shares 2,779 $739K 0.01% +6 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 4,886 shares; 2025Q1: 4,911 shares; 2025Q2: 4,697 shares; 2025Q3: 4,545 shares; 2025Q4: 4,600 shares; 2026Q1: 5,191 shares 5,191 $734K 0.01% +591 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,782 shares; 2026Q1: 20,610 shares 20,610 $725K 0.01% +10,828 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,478 shares; 2025Q1: 9,900 shares; 2025Q2: 16,788 shares; 2025Q3: 12,538 shares; 2025Q4: 10,533 shares; 2026Q1: 4,809 shares 4,809 $723K 0.01% -5,724 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: 4,985 shares; 2025Q3: 8,968 shares; 2025Q4: 9,265 shares; 2026Q1: 12,213 shares 12,213 $718K 0.01% +2,948 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,339 shares; 2025Q1: 959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 1,754 shares 1,754 $715K 0.01% +778 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: 3,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,657 shares; 2026Q1: 21,975 shares 21,975 $715K 0.01% +5,318 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,152 shares 10,152 $714K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,247 shares; 2025Q1: 6,372 shares; 2025Q2: 7,011 shares; 2025Q3: 6,985 shares; 2025Q4: 6,866 shares; 2026Q1: 6,300 shares 6,300 $713K 0.01% -566 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,474 shares; 2024Q4: 14,139 shares; 2025Q1: 15,751 shares; 2025Q2: 21,238 shares; 2025Q3: 24,059 shares; 2025Q4: 31,193 shares; 2026Q1: 41,236 shares 41,236 $710K 0.01% +10,043 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,551 shares; 2024Q4: 21,217 shares; 2025Q1: 19,160 shares; 2025Q2: 18,796 shares; 2025Q3: 19,344 shares; 2025Q4: 21,896 shares; 2026Q1: 22,047 shares 22,047 $706K 0.01% +151 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: 3,650 shares; 2024Q4: 3,944 shares; 2025Q1: 3,909 shares; 2025Q2: 3,925 shares; 2025Q3: 3,822 shares; 2025Q4: 4,179 shares; 2026Q1: 5,499 shares 5,499 $700K 0.01% +1,320 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,127 shares; 2025Q1: 2,049 shares; 2025Q2: 1,909 shares; 2025Q3: 2,049 shares; 2025Q4: 2,037 shares; 2026Q1: 1,949 shares 1,949 $700K 0.01% -88 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,784 shares; 2025Q1: 5,958 shares; 2025Q2: 5,286 shares; 2025Q3: 5,363 shares; 2025Q4: 5,314 shares; 2026Q1: 5,324 shares 5,324 $697K 0.01% +10 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,204 shares 6,204 $697K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,624 shares; 2024Q4: 10,269 shares; 2025Q1: 9,975 shares; 2025Q2: 9,935 shares; 2025Q3: 9,721 shares; 2025Q4: 9,534 shares; 2026Q1: 9,762 shares 9,762 $695K 0.01% +228 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: 16,980 shares; 2024Q4: 14,956 shares; 2025Q1: 15,227 shares; 2025Q2: 15,140 shares; 2025Q3: 15,451 shares; 2025Q4: 13,440 shares; 2026Q1: 12,559 shares 12,559 $693K 0.01% -881 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,930 shares; 2025Q2: 5,878 shares; 2025Q3: 5,581 shares; 2025Q4: 8,696 shares; 2026Q1: 8,671 shares 8,671 $693K 0.01% -25 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,553 shares; 2024Q4: 6,375 shares; 2025Q1: 5,063 shares; 2025Q2: 2,364 shares; 2025Q3: 2,175 shares; 2025Q4: 6,163 shares; 2026Q1: 6,434 shares 6,434 $692K 0.01% +271 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,048 shares; 2024Q4: 192,186 shares; 2025Q1: 32,729 shares; 2025Q2: 34,060 shares; 2025Q3: 33,281 shares; 2025Q4: 31,500 shares; 2026Q1: 32,196 shares 32,196 $692K 0.01% +696 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 31,030 shares; 2025Q1: 46,742 shares; 2025Q2: 17,577 shares; 2025Q3: 17,790 shares; 2025Q4: 21,062 shares; 2026Q1: 13,707 shares 13,707 $690K 0.01% -7,355 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 6,932 shares; 2025Q1: 5,999 shares; 2025Q2: 5,955 shares; 2025Q3: 6,197 shares; 2025Q4: 13,943 shares; 2026Q1: 7,052 shares 7,052 $689K 0.01% -6,891 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: 11,092 shares; 2024Q4: 27,993 shares; 2025Q1: 26,885 shares; 2025Q2: 27,644 shares; 2025Q3: 32,202 shares; 2025Q4: 25,660 shares; 2026Q1: 26,607 shares 26,607 $689K 0.01% +947 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,428 shares; 2025Q4: 21,111 shares; 2026Q1: 20,227 shares 20,227 $681K 0.01% -884 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,848 shares; 2024Q4: 4,348 shares; 2025Q1: 4,387 shares; 2025Q2: 4,391 shares; 2025Q3: 4,394 shares; 2025Q4: 4,463 shares; 2026Q1: 4,481 shares 4,481 $679K 0.01% +18 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 6,157 shares; 2025Q1: 6,259 shares; 2025Q2: 6,027 shares; 2025Q3: 7,315 shares; 2025Q4: 10,306 shares; 2026Q1: 10,810 shares 10,810 $677K 0.01% +504 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,234 shares; 2025Q1: 4,917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,150 shares; 2026Q1: 13,221 shares 13,221 $671K 0.01% +6,071 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: 5,367 shares; 2025Q2: 7,004 shares; 2025Q3: 7,494 shares; 2025Q4: 103,644 shares; 2026Q1: 11,550 shares 11,550 $669K 0.01% -92,094 Timeline HYDB 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: 13,959 shares; 2024Q4: 13,261 shares; 2025Q1: 14,479 shares; 2025Q2: 14,597 shares; 2025Q3: 14,067 shares; 2025Q4: 14,292 shares; 2026Q1: 14,364 shares 14,364 $668K 0.01% +72 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,174 shares 8,174 $668K 0.01% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,446 shares; 2025Q1: 6,623 shares; 2025Q2: 6,911 shares; 2025Q3: 7,323 shares; 2025Q4: 7,399 shares; 2026Q1: 7,528 shares 7,528 $666K 0.01% +129 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: not reported; 2025Q3: 4,861 shares; 2025Q4: not reported; 2026Q1: 13,763 shares 13,763 $664K 0.01% new Timeline BSCR 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: 27,433 shares; 2024Q4: 29,897 shares; 2025Q1: 30,063 shares; 2025Q2: 30,131 shares; 2025Q3: 31,704 shares; 2025Q4: 30,896 shares; 2026Q1: 33,811 shares 33,811 $664K 0.01% +2,915 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: 18,462 shares; 2024Q4: 18,233 shares; 2025Q1: 18,136 shares; 2025Q2: 18,105 shares; 2025Q3: 18,105 shares; 2025Q4: 19,511 shares; 2026Q1: 18,591 shares 18,591 $660K 0.01% -920 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,358 shares; 2024Q4: 40,108 shares; 2025Q1: 40,423 shares; 2025Q2: 40,336 shares; 2025Q3: 39,651 shares; 2025Q4: 38,886 shares; 2026Q1: 39,130 shares 39,130 $657K 0.01% +244 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,642 shares; 2025Q1: 5,261 shares; 2025Q2: 5,070 shares; 2025Q3: 5,103 shares; 2025Q4: 5,095 shares; 2026Q1: 6,426 shares 6,426 $656K 0.01% +1,331 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,545 shares 34,545 $654K 0.01% new Timeline ACWV 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: 34,109 shares; 2024Q4: 6,459 shares; 2025Q1: 6,846 shares; 2025Q2: 49,731 shares; 2025Q3: 5,997 shares; 2025Q4: 5,975 shares; 2026Q1: 5,462 shares 5,462 $653K 0.01% -513 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,493 shares; 2026Q1: 21,881 shares 21,881 $652K 0.01% -13,612 Timeline IGLD 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: 51,541 shares; 2024Q4: 52,428 shares; 2025Q1: 82,967 shares; 2025Q2: 41,694 shares; 2025Q3: 31,383 shares; 2025Q4: 32,743 shares; 2026Q1: 25,446 shares 25,446 $650K 0.01% -7,297 Timeline FTKI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,403 shares 33,403 $647K 0.01% new 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: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 9,245 shares; 2025Q2: 9,228 shares; 2025Q3: 9,228 shares; 2025Q4: 9,228 shares; 2026Q1: 9,228 shares 9,228 $645K 0.01% 0 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 14,000 shares; 2025Q3: 90,000 shares; 2025Q4: 118,600 shares; 2026Q1: 122,200 shares 122,200 $644K 0.01% +3,600 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,219 shares; 2026Q1: 27,800 shares 27,800 $641K 0.01% +6,581 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 3,857 shares; 2025Q1: 2,414 shares; 2025Q2: 3,003 shares; 2025Q3: 3,286 shares; 2025Q4: 2,943 shares; 2026Q1: 3,553 shares 3,553 $640K 0.01% +610 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,318 shares; 2024Q4: 22,646 shares; 2025Q1: 18,596 shares; 2025Q2: 18,573 shares; 2025Q3: 16,883 shares; 2025Q4: 22,532 shares; 2026Q1: 14,052 shares 14,052 $636K 0.01% -8,480 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 8,860 shares; 2025Q1: 9,776 shares; 2025Q2: not reported; 2025Q3: 10,871 shares; 2025Q4: 26,426 shares; 2026Q1: 25,102 shares 25,102 $634K 0.01% -1,324 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: 10,790 shares; 2024Q4: 11,298 shares; 2025Q1: 11,029 shares; 2025Q2: 11,449 shares; 2025Q3: 6,432 shares; 2025Q4: 6,823 shares; 2026Q1: 8,812 shares 8,812 $631K 0.01% +1,989 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 12,786 shares; 2025Q1: 5,035 shares; 2025Q2: 5,579 shares; 2025Q3: 5,647 shares; 2025Q4: 38,245 shares; 2026Q1: 6,661 shares 6,661 $626K 0.01% -31,584 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 11,530 shares; 2025Q1: 11,256 shares; 2025Q2: 7,613 shares; 2025Q3: 7,749 shares; 2025Q4: 7,230 shares; 2026Q1: 5,299 shares 5,299 $626K 0.01% -1,931 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 3,952 shares; 2025Q1: 3,842 shares; 2025Q2: 3,517 shares; 2025Q3: 19,306 shares; 2025Q4: 3,777 shares; 2026Q1: 3,967 shares 3,967 $624K 0.01% +190 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,673 shares; 2024Q4: 25,236 shares; 2025Q1: 25,267 shares; 2025Q2: 29,779 shares; 2025Q3: 32,295 shares; 2025Q4: 36,945 shares; 2026Q1: 39,787 shares 39,787 $623K 0.01% +2,842 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 1,115 shares; 2025Q3: 1,127 shares; 2025Q4: 1,406 shares; 2026Q1: 3,157 shares 3,157 $619K 0.01% +1,751 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: 17,153 shares; 2024Q4: 15,278 shares; 2025Q1: 14,859 shares; 2025Q2: 14,607 shares; 2025Q3: 30,537 shares; 2025Q4: 29,791 shares; 2026Q1: 61,658 shares 61,658 $618K 0.01% +31,867 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,421 shares; 2025Q1: 3,411 shares; 2025Q2: 3,268 shares; 2025Q3: 3,290 shares; 2025Q4: 3,287 shares; 2026Q1: 3,577 shares 3,577 $618K 0.01% +290 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 32,084 shares; 2025Q1: 3,246 shares; 2025Q2: 3,381 shares; 2025Q3: 3,201 shares; 2025Q4: 3,235 shares; 2026Q1: 3,641 shares 3,641 $615K 0.01% +406 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: 5,847 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,846 shares; 2025Q3: 4,241 shares; 2025Q4: 3,873 shares; 2026Q1: 6,557 shares 6,557 $613K 0.01% +2,684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,784 shares 30,784 $613K 0.01% new Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 11,359 shares; 2025Q1: 11,962 shares; 2025Q2: 12,152 shares; 2025Q3: 14,679 shares; 2025Q4: 12,457 shares; 2026Q1: 13,360 shares 13,360 $612K 0.01% +903 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 782 shares; 2025Q1: 888 shares; 2025Q2: 776 shares; 2025Q3: 804 shares; 2025Q4: 736 shares; 2026Q1: 1,400 shares 1,400 $611K 0.01% +664 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,882 shares; 2025Q1: 14,181 shares; 2025Q2: 14,181 shares; 2025Q3: 15,720 shares; 2025Q4: not reported; 2026Q1: 33,430 shares 33,430 $610K 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: 4,504 shares; 2024Q4: 4,504 shares; 2025Q1: 5,229 shares; 2025Q2: 5,892 shares; 2025Q3: 7,669 shares; 2025Q4: 8,083 shares; 2026Q1: 9,819 shares 9,819 $610K 0.01% +1,736 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 13,798 shares; 2025Q1: 13,814 shares; 2025Q2: 13,430 shares; 2025Q3: 13,444 shares; 2025Q4: 13,459 shares; 2026Q1: 10,934 shares 10,934 $609K 0.01% -2,525 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: 64,406 shares; 2024Q4: 5,680 shares; 2025Q1: 5,506 shares; 2025Q2: 5,513 shares; 2025Q3: 148,979 shares; 2025Q4: 156,586 shares; 2026Q1: 6,681 shares 6,681 $605K 0.01% -149,905 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,930 shares; 2025Q1: 1,718 shares; 2025Q2: 3,077 shares; 2025Q3: 2,971 shares; 2025Q4: 3,392 shares; 2026Q1: 3,462 shares 3,462 $604K 0.01% +70 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,337 shares; 2025Q1: 3,712 shares; 2025Q2: 3,656 shares; 2025Q3: 3,466 shares; 2025Q4: 3,365 shares; 2026Q1: 3,045 shares 3,045 $604K 0.01% -320 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 2,637 shares 2,637 $603K 0.01% +1,397 Timeline FIW 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: 4,963 shares; 2024Q4: 5,061 shares; 2025Q1: 5,026 shares; 2025Q2: 5,035 shares; 2025Q3: 5,075 shares; 2025Q4: 5,591 shares; 2026Q1: 5,830 shares 5,830 $601K 0.01% +239 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,261 shares; 2025Q1: 4,456 shares; 2025Q2: 2,353 shares; 2025Q3: 2,741 shares; 2025Q4: 2,753 shares; 2026Q1: 2,840 shares 2,840 $600K 0.01% +87 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,437 shares; 2026Q1: 26,462 shares 26,462 $592K 0.01% +12,025 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: 3,423 shares; 2024Q4: 3,685 shares; 2025Q1: 3,812 shares; 2025Q2: 3,397 shares; 2025Q3: 3,113 shares; 2025Q4: 4,706 shares; 2026Q1: 3,661 shares 3,661 $592K 0.01% -1,045 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,570 shares; 2024Q4: 50,002 shares; 2025Q1: 56,766 shares; 2025Q2: 68,366 shares; 2025Q3: 70,107 shares; 2025Q4: 57,691 shares; 2026Q1: 2,994 shares 2,994 $592K 0.01% -54,697 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,388 shares; 2024Q4: 266,398 shares; 2025Q1: 245,680 shares; 2025Q2: 246,860 shares; 2025Q3: 267,176 shares; 2025Q4: 248,314 shares; 2026Q1: 234,782 shares 234,782 $589K 0.01% -13,532 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,954 shares; 2024Q4: 34,683 shares; 2025Q1: 35,743 shares; 2025Q2: 36,743 shares; 2025Q3: 35,874 shares; 2025Q4: 35,874 shares; 2026Q1: 35,716 shares 35,716 $581K 0.01% -158 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 7,490 shares; 2025Q1: 7,540 shares; 2025Q2: 5,250 shares; 2025Q3: 6,077 shares; 2025Q4: 6,806 shares; 2026Q1: 5,291 shares 5,291 $580K 0.01% -1,515 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 3,860 shares; 2025Q1: 4,198 shares; 2025Q2: 3,723 shares; 2025Q3: 3,779 shares; 2025Q4: 3,665 shares; 2026Q1: 3,993 shares 3,993 $577K 0.01% +328 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,874 shares; 2024Q4: 55,810 shares; 2025Q1: 58,654 shares; 2025Q2: 70,635 shares; 2025Q3: 50,808 shares; 2025Q4: 44,996 shares; 2026Q1: 3,178 shares 3,178 $575K 0.01% -41,818 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 4,938 shares; 2025Q1: 5,309 shares; 2025Q2: 5,538 shares; 2025Q3: 4,835 shares; 2025Q4: 5,378 shares; 2026Q1: 6,157 shares 6,157 $574K 0.01% +779 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,012 shares; 2026Q1: 14,810 shares 14,810 $574K 0.01% +7,798 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 9,618 shares; 2025Q1: 9,551 shares; 2025Q2: 9,057 shares; 2025Q3: 9,020 shares; 2025Q4: 8,923 shares; 2026Q1: 8,903 shares 8,903 $573K 0.01% -20 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,296 shares; 2025Q1: 3,326 shares; 2025Q2: 3,241 shares; 2025Q3: 3,141 shares; 2025Q4: 2,948 shares; 2026Q1: 2,699 shares 2,699 $573K 0.01% -249 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 74,006 shares; 2025Q1: 42,731 shares; 2025Q2: 10,313 shares; 2025Q3: 96,759 shares; 2025Q4: 79,401 shares; 2026Q1: 69,346 shares 69,346 $573K 0.01% -10,055 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,825 shares; 2026Q1: 10,822 shares 10,822 $572K 0.01% -4,003 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,290 shares 11,290 $571K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,002 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 780 shares; 2025Q4: 811 shares; 2026Q1: 739 shares 739 $571K 0.01% -72 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,745 shares; 2026Q1: 9,981 shares 9,981 $569K 0.01% +2,236 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: 4,184 shares; 2024Q4: 2,882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,752 shares; 2026Q1: 3,152 shares 3,152 $566K 0.01% +400 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 5,314 shares; 2025Q1: 8,362 shares; 2025Q2: 4,324 shares; 2025Q3: 4,848 shares; 2025Q4: 4,732 shares; 2026Q1: 4,490 shares 4,490 $563K 0.01% -242 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,944 shares; 2024Q4: 21,123 shares; 2025Q1: 18,607 shares; 2025Q2: 68,588 shares; 2025Q3: 16,011 shares; 2025Q4: 15,585 shares; 2026Q1: 15,944 shares 15,944 $563K 0.01% +359 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 7,015 shares; 2025Q1: 3,380 shares; 2025Q2: 3,436 shares; 2025Q3: 3,369 shares; 2025Q4: 3,307 shares; 2026Q1: 3,302 shares 3,302 $558K 0.01% -5 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,321 shares; 2025Q4: 3,435 shares; 2026Q1: 5,131 shares 5,131 $557K 0.01% +1,696 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,067 shares; 2025Q1: 1,068 shares; 2025Q2: 1,055 shares; 2025Q3: 1,191 shares; 2025Q4: 1,128 shares; 2026Q1: 1,735 shares 1,735 $556K 0.01% +607 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,783 shares; 2025Q4: 22,901 shares; 2026Q1: 26,230 shares 26,230 $555K 0.01% +3,329 Timeline RSPN 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: 10,831 shares; 2024Q4: 11,049 shares; 2025Q1: 11,601 shares; 2025Q2: 11,601 shares; 2025Q3: 11,601 shares; 2025Q4: 10,647 shares; 2026Q1: 9,598 shares 9,598 $553K 0.01% -1,049 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,876 shares; 2025Q1: 3,769 shares; 2025Q2: 4,138 shares; 2025Q3: not reported; 2025Q4: 6,751 shares; 2026Q1: 7,545 shares 7,545 $552K 0.01% +794 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,020 shares; 2024Q4: 77,401 shares; 2025Q1: 79,113 shares; 2025Q2: 81,758 shares; 2025Q3: 8,402 shares; 2025Q4: 8,224 shares; 2026Q1: 10,890 shares 10,890 $551K 0.01% +2,666 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares; 2026Q1: 5,241 shares 5,241 $551K 0.01% +3,623 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,179 shares; 2026Q1: 12,344 shares 12,344 $551K 0.01% +2,165 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 19,590 shares; 2025Q1: 17,922 shares; 2025Q2: 17,313 shares; 2025Q3: 17,494 shares; 2025Q4: 16,880 shares; 2026Q1: 16,255 shares 16,255 $550K 0.01% -625 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 7,140 shares; 2025Q1: 6,644 shares; 2025Q2: 34,729 shares; 2025Q3: 42,560 shares; 2025Q4: 7,487 shares; 2026Q1: 7,295 shares 7,295 $549K 0.01% -192 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,422 shares; 2025Q3: 5,440 shares; 2025Q4: 4,953 shares; 2026Q1: 5,283 shares 5,283 $548K 0.01% +330 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,021 shares; 2025Q1: 5,416 shares; 2025Q2: 4,172 shares; 2025Q3: 4,182 shares; 2025Q4: 4,348 shares; 2026Q1: 4,350 shares 4,350 $544K 0.01% +2 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 81,752 shares; 2025Q1: 80,710 shares; 2025Q2: 81,863 shares; 2025Q3: 77,390 shares; 2025Q4: 73,197 shares; 2026Q1: 5,147 shares 5,147 $544K 0.01% -68,050 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,384 shares; 2024Q4: 23,636 shares; 2025Q1: 23,619 shares; 2025Q2: 23,477 shares; 2025Q3: 23,014 shares; 2025Q4: 21,802 shares; 2026Q1: 20,906 shares 20,906 $541K 0.01% -896 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,102 shares; 2026Q1: 28,438 shares 28,438 $540K 0.01% +336 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,867 shares; 2024Q4: 24,845 shares; 2025Q1: 24,691 shares; 2025Q2: 24,685 shares; 2025Q3: 24,990 shares; 2025Q4: 24,186 shares; 2026Q1: 24,185 shares 24,185 $538K 0.01% -1 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,043 shares; 2026Q1: 11,963 shares 11,963 $537K 0.01% +1,920 Timeline ZDEK 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: 28,631 shares; 2025Q1: 58,471 shares; 2025Q2: 69,439 shares; 2025Q3: 32,067 shares; 2025Q4: 25,577 shares; 2026Q1: 20,908 shares 20,908 $536K 0.01% -4,669 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: 35,819 shares; 2025Q3: 33,913 shares; 2025Q4: 13,725 shares; 2026Q1: 13,787 shares 13,787 $535K 0.01% +62 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,011 shares 18,011 $535K 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: 21,450 shares; 2024Q4: 13,959 shares; 2025Q1: 13,124 shares; 2025Q2: 11,233 shares; 2025Q3: 11,578 shares; 2025Q4: 11,269 shares; 2026Q1: 8,232 shares 8,232 $535K 0.01% -3,037 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: 3,470 shares; 2025Q1: not reported; 2025Q2: 3,569 shares; 2025Q3: 3,909 shares; 2025Q4: 6,458 shares; 2026Q1: 6,526 shares 6,526 $535K 0.01% +68 Timeline FXH 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: 4,755 shares; 2024Q4: 4,728 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares; 2026Q1: 4,866 shares 4,866 $534K 0.01% +138 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,441 shares; 2025Q1: 2,767 shares; 2025Q2: 4,316 shares; 2025Q3: 3,492 shares; 2025Q4: 3,595 shares; 2026Q1: 3,539 shares 3,539 $534K 0.01% -56 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 652 shares; 2025Q4: 452 shares; 2026Q1: 721 shares 721 $532K 0.01% +269 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 12,686 shares; 2025Q1: 10,104 shares; 2025Q2: 8,651 shares; 2025Q3: 8,654 shares; 2025Q4: 7,537 shares; 2026Q1: 10,044 shares 10,044 $532K 0.01% +2,507 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,207 shares; 2024Q4: 16,914 shares; 2025Q1: 15,931 shares; 2025Q2: 11,964 shares; 2025Q3: 11,281 shares; 2025Q4: 10,265 shares; 2026Q1: 10,386 shares 10,386 $529K 0.01% +121 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: 24,321 shares; 2024Q4: 2,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,812 shares; 2025Q4: 7,471 shares; 2026Q1: 6,962 shares 6,962 $524K 0.01% -509 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 24,141 shares; 2025Q1: 6,341 shares; 2025Q2: 6,004 shares; 2025Q3: 6,184 shares; 2025Q4: 5,511 shares; 2026Q1: 5,023 shares 5,023 $514K 0.01% -488 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: 1,003 shares; 2024Q4: 1,006 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 980 shares; 2025Q4: 960 shares; 2026Q1: 915 shares 915 $514K 0.01% -45 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,026 shares; 2024Q4: 7,360 shares; 2025Q1: 6,728 shares; 2025Q2: 6,212 shares; 2025Q3: 4,538 shares; 2025Q4: 5,577 shares; 2026Q1: 6,344 shares 6,344 $514K 0.01% +767 Timeline IUS 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: 117,897 shares; 2024Q4: 117,355 shares; 2025Q1: 114,973 shares; 2025Q2: 115,203 shares; 2025Q3: 9,458 shares; 2025Q4: 9,174 shares; 2026Q1: 8,771 shares 8,771 $508K 0.01% -403 Timeline PIE 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: 28,917 shares; 2024Q4: 28,666 shares; 2025Q1: 28,144 shares; 2025Q2: 27,966 shares; 2025Q3: 27,572 shares; 2025Q4: 20,610 shares; 2026Q1: 19,427 shares 19,427 $506K 0.01% -1,183 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,911 shares; 2026Q1: 10,039 shares 10,039 $499K 0.01% +3,128 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,090 shares; 2025Q1: 1,255 shares; 2025Q2: 1,415 shares; 2025Q3: 1,427 shares; 2025Q4: 1,447 shares; 2026Q1: 1,839 shares 1,839 $498K 0.01% +392 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,445 shares; 2026Q1: 12,191 shares 12,191 $497K 0.01% +6,746 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,241 shares; 2024Q4: 70,983 shares; 2025Q1: 66,788 shares; 2025Q2: 54,928 shares; 2025Q3: 3,621 shares; 2025Q4: 2,733 shares; 2026Q1: 1,951 shares 1,951 $497K 0.01% -782 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,003 shares; 2024Q4: 15,010 shares; 2025Q1: 15,171 shares; 2025Q2: 15,283 shares; 2025Q3: 13,328 shares; 2025Q4: 13,636 shares; 2026Q1: 13,677 shares 13,677 $496K 0.01% +41 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: 24,471 shares; 2024Q4: 23,376 shares; 2025Q1: 19,788 shares; 2025Q2: 20,054 shares; 2025Q3: 16,579 shares; 2025Q4: 17,973 shares; 2026Q1: 18,004 shares 18,004 $494K 0.01% +31 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,825 shares 18,825 $494K 0.01% new Timeline PAUG 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: 31,057 shares; 2024Q4: 26,459 shares; 2025Q1: 24,891 shares; 2025Q2: 22,524 shares; 2025Q3: 13,773 shares; 2025Q4: 12,166 shares; 2026Q1: 11,526 shares 11,526 $492K 0.01% -640 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: 4,227 shares; 2024Q4: 4,590 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,816 shares 9,816 $490K 0.01% new 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: 3,146 shares; 2024Q4: 3,158 shares; 2025Q1: 3,155 shares; 2025Q2: 3,157 shares; 2025Q3: 3,281 shares; 2025Q4: 3,196 shares; 2026Q1: 2,571 shares 2,571 $488K 0.01% -625 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: 4,442 shares; 2024Q4: 80,522 shares; 2025Q1: 12,342 shares; 2025Q2: 9,074 shares; 2025Q3: 6,344 shares; 2025Q4: 4,240 shares; 2026Q1: 9,809 shares 9,809 $487K 0.01% +5,569 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,975 shares; 2024Q4: 42,456 shares; 2025Q1: 37,329 shares; 2025Q2: 31,200 shares; 2025Q3: 27,650 shares; 2025Q4: 27,950 shares; 2026Q1: 23,843 shares 23,843 $485K 0.01% -4,107 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,647 shares; 2025Q1: 5,895 shares; 2025Q2: 8,837 shares; 2025Q3: 7,422 shares; 2025Q4: 8,964 shares; 2026Q1: 9,671 shares 9,671 $485K 0.01% +707 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: not reported; 2024Q4: not reported; 2025Q1: 2,756 shares; 2025Q2: 5,347 shares; 2025Q3: 2,571 shares; 2025Q4: 1,744 shares; 2026Q1: 2,375 shares 2,375 $484K 0.01% +631 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,073 shares; 2025Q4: 9,681 shares; 2026Q1: 9,582 shares 9,582 $482K 0.01% -99 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 4,869 shares; 2025Q1: 4,494 shares; 2025Q2: 4,544 shares; 2025Q3: 4,236 shares; 2025Q4: 4,035 shares; 2026Q1: 3,710 shares 3,710 $482K 0.01% -325 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,599 shares; 2025Q3: 8,409 shares; 2025Q4: 11,628 shares; 2026Q1: 17,702 shares 17,702 $481K 0.01% +6,074 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,524 shares; 2025Q1: 2,399 shares; 2025Q2: 2,420 shares; 2025Q3: 2,450 shares; 2025Q4: 2,506 shares; 2026Q1: 2,300 shares 2,300 $479K 0.01% -206 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 5,779 shares; 2025Q1: 5,701 shares; 2025Q2: 6,210 shares; 2025Q3: 6,466 shares; 2025Q4: 6,458 shares; 2026Q1: 6,767 shares 6,767 $479K 0.01% +309 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 3,615 shares; 2025Q1: 2,721 shares; 2025Q2: 2,840 shares; 2025Q3: 2,914 shares; 2025Q4: 2,845 shares; 2026Q1: 2,819 shares 2,819 $477K 0.01% -26 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,681 shares; 2026Q1: 16,675 shares 16,675 $475K 0.01% +5,994 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 6,932 shares; 2025Q1: 8,184 shares; 2025Q2: 4,710 shares; 2025Q3: 3,062 shares; 2025Q4: 1,917 shares; 2026Q1: 2,054 shares 2,054 $473K 0.01% +137 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 12,997 shares; 2025Q3: 12,982 shares; 2025Q4: 12,902 shares; 2026Q1: 13,129 shares 13,129 $469K 0.01% +227 Timeline JANJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,337 shares 19,337 $469K 0.01% new 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: 3,490 shares; 2024Q4: 3,804 shares; 2025Q1: 3,656 shares; 2025Q2: 36,643 shares; 2025Q3: 8,918 shares; 2025Q4: 4,982 shares; 2026Q1: 5,186 shares 5,186 $467K 0.01% +204 Timeline IFRA 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: 4,442 shares; 2025Q2: 4,906 shares; 2025Q3: 6,456 shares; 2025Q4: 7,682 shares; 2026Q1: 8,129 shares 8,129 $465K 0.01% +447 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: not reported; 2024Q4: 2,616 shares; 2025Q1: 2,425 shares; 2025Q2: 2,376 shares; 2025Q3: 2,289 shares; 2025Q4: 2,784 shares; 2026Q1: 3,695 shares 3,695 $465K 0.01% +911 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 5,233 shares; 2025Q1: 4,733 shares; 2025Q2: 4,733 shares; 2025Q3: 4,733 shares; 2025Q4: 6,056 shares; 2026Q1: 7,134 shares 7,134 $465K 0.01% +1,078 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,825 shares; 2025Q1: 3,942 shares; 2025Q2: 3,918 shares; 2025Q3: 3,849 shares; 2025Q4: 3,885 shares; 2026Q1: 3,673 shares 3,673 $464K 0.01% -212 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: 5,466 shares; 2024Q4: 5,643 shares; 2025Q1: 5,604 shares; 2025Q2: 5,543 shares; 2025Q3: 5,411 shares; 2025Q4: 4,708 shares; 2026Q1: 4,464 shares 4,464 $463K 0.01% -244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 2,967 shares; 2025Q4: 20,374 shares; 2026Q1: 3,193 shares 3,193 $462K 0.01% -17,181 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,421 shares; 2025Q1: 1,611 shares; 2025Q2: 1,918 shares; 2025Q3: 1,579 shares; 2025Q4: 1,487 shares; 2026Q1: 1,676 shares 1,676 $461K 0.01% +189 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,545 shares; 2026Q1: 15,775 shares 15,775 $458K 0.01% +2,230 Timeline NEHI 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: not reported; 2026Q1: 13,798 shares 13,798 $455K 0.01% new 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: not reported; 2024Q4: 508 shares; 2025Q1: 598 shares; 2025Q2: 604 shares; 2025Q3: 592 shares; 2025Q4: 596 shares; 2026Q1: 623 shares 623 $454K 0.01% +27 Timeline DLN 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: 5,878 shares; 2025Q1: 5,727 shares; 2025Q2: 4,777 shares; 2025Q3: 5,092 shares; 2025Q4: 5,061 shares; 2026Q1: 5,079 shares 5,079 $454K 0.01% +18 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 4,030 shares; 2025Q1: 3,929 shares; 2025Q2: 4,434 shares; 2025Q3: 4,450 shares; 2025Q4: 4,415 shares; 2026Q1: 3,914 shares 3,914 $452K 0.01% -501 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,371 shares; 2025Q1: 4,369 shares; 2025Q2: 3,477 shares; 2025Q3: 3,302 shares; 2025Q4: 3,554 shares; 2026Q1: 4,261 shares 4,261 $452K 0.01% +707 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,734 shares; 2024Q4: 53,005 shares; 2025Q1: 19,685 shares; 2025Q2: not reported; 2025Q3: 222,318 shares; 2025Q4: 357,982 shares; 2026Q1: 24,611 shares 24,611 $450K 0.01% -333,371 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,482 shares; 2025Q1: 4,653 shares; 2025Q2: 4,413 shares; 2025Q3: 20,798 shares; 2025Q4: 3,319 shares; 2026Q1: 2,997 shares 2,997 $450K 0.01% -322 Timeline ZJUL 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: 13,190 shares; 2024Q4: 12,002 shares; 2025Q1: 13,871 shares; 2025Q2: 13,871 shares; 2025Q3: 14,184 shares; 2025Q4: 15,555 shares; 2026Q1: 15,446 shares 15,446 $449K 0.01% -109 Timeline GARP 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: 22,083 shares; 2025Q1: 9,069 shares; 2025Q2: 8,836 shares; 2025Q3: 7,819 shares; 2025Q4: 7,447 shares; 2026Q1: 7,017 shares 7,017 $449K 0.01% -430 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,937 shares; 2025Q1: 32,907 shares; 2025Q2: 36,417 shares; 2025Q3: 33,362 shares; 2025Q4: 26,719 shares; 2026Q1: 23,744 shares 23,744 $449K 0.01% -2,975 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,265 shares 7,265 $449K 0.01% new Timeline SPHY 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: 52,836 shares; 2024Q4: 57,691 shares; 2025Q1: 69,598 shares; 2025Q2: 96,391 shares; 2025Q3: 25,446 shares; 2025Q4: 71,489 shares; 2026Q1: 19,129 shares 19,129 $446K 0.01% -52,360 Timeline FNDF 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: 16,680 shares; 2024Q4: 10,427 shares; 2025Q1: 11,170 shares; 2025Q2: 11,170 shares; 2025Q3: 8,847 shares; 2025Q4: 9,162 shares; 2026Q1: 9,100 shares 9,100 $445K 0.01% -62 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 6,563 shares; 2025Q1: 6,735 shares; 2025Q2: 5,193 shares; 2025Q3: 5,924 shares; 2025Q4: 6,066 shares; 2026Q1: 7,016 shares 7,016 $440K 0.01% +950 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,151 shares 2,151 $440K 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 8,183 shares; 2025Q1: 7,675 shares; 2025Q2: 8,109 shares; 2025Q3: 8,114 shares; 2025Q4: 8,132 shares; 2026Q1: 9,000 shares 9,000 $439K 0.01% +868 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: 20,191 shares; 2024Q4: 21,718 shares; 2025Q1: 22,213 shares; 2025Q2: 22,217 shares; 2025Q3: 22,217 shares; 2025Q4: 22,217 shares; 2026Q1: 21,778 shares 21,778 $438K 0.01% -439 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 9,438 shares; 2025Q1: 9,963 shares; 2025Q2: 11,953 shares; 2025Q3: 16,449 shares; 2025Q4: 18,983 shares; 2026Q1: 19,246 shares 19,246 $437K 0.01% +263 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 563 shares; 2025Q1: 722 shares; 2025Q2: 751 shares; 2025Q3: 903 shares; 2025Q4: 865 shares; 2026Q1: 1,100 shares 1,100 $436K 0.01% +235 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,574 shares; 2025Q4: 9,064 shares; 2026Q1: 8,372 shares 8,372 $436K 0.01% -692 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,167 shares 23,167 $435K 0.01% new Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares 1,726 $433K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 143 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 147 shares; 2025Q4: 142 shares; 2026Q1: 128 shares 128 $431K 0.01% -14 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,154 shares; 2024Q4: 11,154 shares; 2025Q1: 12,471 shares; 2025Q2: 12,041 shares; 2025Q3: 12,179 shares; 2025Q4: 12,106 shares; 2026Q1: 12,106 shares 12,106 $430K 0.01% 0 Timeline DFAX 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: 11,819 shares; 2024Q4: 12,292 shares; 2025Q1: 12,322 shares; 2025Q2: 12,473 shares; 2025Q3: 194,391 shares; 2025Q4: 12,632 shares; 2026Q1: 12,653 shares 12,653 $430K 0.01% +21 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,340 shares 39,340 $428K 0.01% new 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: 29,662 shares; 2024Q4: 28,827 shares; 2025Q1: 27,776 shares; 2025Q2: 27,442 shares; 2025Q3: 8,632 shares; 2025Q4: 7,821 shares; 2026Q1: 7,821 shares 7,821 $428K 0.01% 0 Timeline PGX 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: 93,986 shares; 2024Q4: 85,757 shares; 2025Q1: 81,107 shares; 2025Q2: 72,941 shares; 2025Q3: 54,335 shares; 2025Q4: 39,417 shares; 2026Q1: 39,160 shares 39,160 $426K 0.01% -257 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,509 shares; 2026Q1: 12,787 shares 12,787 $426K 0.01% -2,722 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,838 shares; 2025Q2: 15,202 shares; 2025Q3: 16,113 shares; 2025Q4: 17,255 shares; 2026Q1: 17,872 shares 17,872 $426K 0.01% +617 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,953 shares 4,953 $424K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,602 shares; 2025Q2: 2,565 shares; 2025Q3: 4,491 shares; 2025Q4: 2,042 shares; 2026Q1: 2,080 shares 2,080 $422K 0.01% +38 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,956 shares 16,956 $416K 0.01% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,562 shares; 2025Q1: 4,718 shares; 2025Q2: not reported; 2025Q3: 7,799 shares; 2025Q4: 7,758 shares; 2026Q1: 8,265 shares 8,265 $414K 0.01% +507 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 62,460 shares 62,460 $414K 0.01% new Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,738 shares; 2026Q1: 19,259 shares 19,259 $414K 0.01% +2,521 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: 24,238 shares; 2024Q4: 24,111 shares; 2025Q1: 8,023 shares; 2025Q2: 8,030 shares; 2025Q3: 8,995 shares; 2025Q4: 9,505 shares; 2026Q1: 11,007 shares 11,007 $414K 0.01% +1,502 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 16,407 shares; 2025Q1: 15,568 shares; 2025Q2: 20,687 shares; 2025Q3: 21,255 shares; 2025Q4: 20,626 shares; 2026Q1: 20,611 shares 20,611 $413K 0.01% -15 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,355 shares; 2025Q3: 14,076 shares; 2025Q4: 11,708 shares; 2026Q1: 13,462 shares 13,462 $411K 0.01% +1,754 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: 1,785 shares; 2024Q4: 1,860 shares; 2025Q1: 1,900 shares; 2025Q2: 1,911 shares; 2025Q3: 2,152 shares; 2025Q4: 2,064 shares; 2026Q1: 1,959 shares 1,959 $405K 0.01% -105 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 4,306 shares; 2025Q1: 4,265 shares; 2025Q2: 4,521 shares; 2025Q3: 4,275 shares; 2025Q4: 4,337 shares; 2026Q1: 4,332 shares 4,332 $404K 0.01% -5 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,765 shares; 2025Q3: 6,810 shares; 2025Q4: 6,810 shares; 2026Q1: 6,810 shares 6,810 $397K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,109 shares; 2025Q3: 5,286 shares; 2025Q4: 5,295 shares; 2026Q1: 8,465 shares 8,465 $393K 0.01% +3,170 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,764 shares; 2024Q4: 101,398 shares; 2025Q1: 104,396 shares; 2025Q2: 107,559 shares; 2025Q3: 99,640 shares; 2025Q4: 81,789 shares; 2026Q1: 84,218 shares 84,218 $390K 0.01% +2,429 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,407 shares 3,407 $389K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares 1,085 $388K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 4,053 shares; 2025Q1: 3,332 shares; 2025Q2: 2,777 shares; 2025Q3: 2,753 shares; 2025Q4: 2,669 shares; 2026Q1: 2,853 shares 2,853 $388K 0.01% +184 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: 779 shares; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: 1,248 shares; 2025Q3: 1,222 shares; 2025Q4: 2,310 shares; 2026Q1: 1,425 shares 1,425 $388K 0.01% -885 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 9,122 shares; 2025Q1: 9,023 shares; 2025Q2: 9,593 shares; 2025Q3: 9,567 shares; 2025Q4: 8,143 shares; 2026Q1: 8,298 shares 8,298 $387K 0.01% +155 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,353 shares 2,353 $386K 0.01% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,550 shares; 2024Q4: 20,550 shares; 2025Q1: 20,550 shares; 2025Q2: 19,650 shares; 2025Q3: 19,650 shares; 2025Q4: 18,250 shares; 2026Q1: 15,250 shares 15,250 $384K 0.01% -3,000 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: 13,002 shares; 2024Q4: 12,302 shares; 2025Q1: 12,298 shares; 2025Q2: 12,298 shares; 2025Q3: 9,521 shares; 2025Q4: 9,906 shares; 2026Q1: 7,406 shares 7,406 $384K 0.01% -2,500 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 18,087 shares; 2025Q1: 22,121 shares; 2025Q2: 24,163 shares; 2025Q3: 25,164 shares; 2025Q4: 29,013 shares; 2026Q1: 34,340 shares 34,340 $383K 0.01% +5,327 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: 1,680 shares; 2024Q4: 1,726 shares; 2025Q1: 1,650 shares; 2025Q2: 1,506 shares; 2025Q3: 1,753 shares; 2025Q4: 1,792 shares; 2026Q1: 1,857 shares 1,857 $383K 0.01% +65 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,944 shares 8,944 $382K 0.01% new 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: 7,102 shares; 2024Q4: 7,638 shares; 2025Q1: 7,227 shares; 2025Q2: 8,247 shares; 2025Q3: 4,911 shares; 2025Q4: 4,928 shares; 2026Q1: 4,939 shares 4,939 $381K 0.01% +11 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,690 shares; 2025Q2: not reported; 2025Q3: 8,606 shares; 2025Q4: 91,553 shares; 2026Q1: 4,224 shares 4,224 $380K 0.01% -87,329 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,993 shares; 2026Q1: 6,415 shares 6,415 $379K 0.01% -2,578 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,165 shares 20,165 $379K 0.01% new 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: 55,725 shares; 2024Q4: 4,974 shares; 2025Q1: 4,838 shares; 2025Q2: 35,704 shares; 2025Q3: 5,076 shares; 2025Q4: 5,393 shares; 2026Q1: 5,171 shares 5,171 $378K 0.01% -222 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,145 shares; 2025Q1: 2,197 shares; 2025Q2: 2,190 shares; 2025Q3: 2,132 shares; 2025Q4: 2,031 shares; 2026Q1: 1,874 shares 1,874 $372K 0.01% -157 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 12,237 shares; 2025Q1: 13,071 shares; 2025Q2: 14,112 shares; 2025Q3: 16,465 shares; 2025Q4: 22,025 shares; 2026Q1: 22,160 shares 22,160 $370K 0.01% +135 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,932 shares 40,932 $370K 0.01% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,118 shares; 2025Q1: 3,455 shares; 2025Q2: 3,592 shares; 2025Q3: 5,696 shares; 2025Q4: 5,668 shares; 2026Q1: 5,632 shares 5,632 $370K 0.01% -36 Timeline VCR 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: 763 shares; 2024Q4: 763 shares; 2025Q1: 1,039 shares; 2025Q2: 1,037 shares; 2025Q3: 1,056 shares; 2025Q4: 1,095 shares; 2026Q1: 1,023 shares 1,023 $367K 0.01% -72 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: 5,122 shares; 2024Q4: 4,567 shares; 2025Q1: 4,366 shares; 2025Q2: 3,141 shares; 2025Q3: 2,897 shares; 2025Q4: 2,505 shares; 2026Q1: 2,014 shares 2,014 $367K 0.01% -491 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,827 shares; 2026Q1: 2,835 shares 2,835 $364K <0.01% +8 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,292 shares; 2025Q3: 4,490 shares; 2025Q4: 4,104 shares; 2026Q1: 7,247 shares 7,247 $363K <0.01% +3,143 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,059 shares; 2025Q4: 145,338 shares; 2026Q1: 3,654 shares 3,654 $361K <0.01% -141,684 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 869 shares; 2025Q3: 929 shares; 2025Q4: 710 shares; 2026Q1: 906 shares 906 $361K <0.01% +196 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,769 shares; 2025Q1: 1,210 shares; 2025Q2: 2,121 shares; 2025Q3: 1,633 shares; 2025Q4: 1,589 shares; 2026Q1: 1,604 shares 1,604 $360K <0.01% +15 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,157 shares; 2024Q4: 55,514 shares; 2025Q1: 55,874 shares; 2025Q2: 55,989 shares; 2025Q3: 53,166 shares; 2025Q4: 53,637 shares; 2026Q1: 54,080 shares 54,080 $360K <0.01% +443 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: 17,375 shares; 2024Q4: 29,383 shares; 2025Q1: 18,093 shares; 2025Q2: 18,379 shares; 2025Q3: 14,875 shares; 2025Q4: 14,167 shares; 2026Q1: 15,493 shares 15,493 $360K <0.01% +1,326 Timeline