STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,831 shares 11,831 $615K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,304 shares; 2025Q1: 2,342 shares; 2025Q2: 2,215 shares; 2025Q3: 2,214 shares; 2025Q4: 2,602 shares; 2026Q1: 3,008 shares 3,008 $613K 0.03% +406 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 575 shares; 2025Q1: 556 shares; 2025Q2: 557 shares; 2025Q3: not reported; 2025Q4: 1,276 shares; 2026Q1: 1,353 shares 1,353 $604K 0.03% +77 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: 4,366 shares; 2024Q4: 3,327 shares; 2025Q1: 2,497 shares; 2025Q2: 2,606 shares; 2025Q3: 3,132 shares; 2025Q4: 3,569 shares; 2026Q1: 3,563 shares 3,563 $603K 0.03% -6 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 3,683 shares; 2025Q1: 2,196 shares; 2025Q2: 2,092 shares; 2025Q3: 2,255 shares; 2025Q4: 4,652 shares; 2026Q1: 6,510 shares 6,510 $600K 0.03% +1,858 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,284 shares; 2025Q4: 9,680 shares; 2026Q1: 10,814 shares 10,814 $597K 0.03% +1,134 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: not reported; 2025Q3: not reported; 2025Q4: 3,821 shares; 2026Q1: 4,118 shares 4,118 $596K 0.03% +297 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: 2,496 shares; 2024Q4: 1,065 shares; 2025Q1: 834 shares; 2025Q2: 783 shares; 2025Q3: 849 shares; 2025Q4: 732 shares; 2026Q1: 765 shares 765 $591K 0.03% +33 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,504 shares; 2024Q4: 22,824 shares; 2025Q1: 16,209 shares; 2025Q2: 16,847 shares; 2025Q3: 12,472 shares; 2025Q4: 11,737 shares; 2026Q1: 11,158 shares 11,158 $589K 0.03% -579 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: 1,872 shares; 2024Q4: 2,501 shares; 2025Q1: 2,042 shares; 2025Q2: 1,916 shares; 2025Q3: 2,098 shares; 2025Q4: 2,875 shares; 2026Q1: 3,423 shares 3,423 $578K 0.03% +548 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,928 shares; 2025Q2: 10,523 shares; 2025Q3: 7,236 shares; 2025Q4: 7,236 shares; 2026Q1: 11,410 shares 11,410 $575K 0.03% +4,174 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,803 shares; 2026Q1: 12,637 shares 12,637 $573K 0.03% -166 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,117 shares; 2024Q4: 11,546 shares; 2025Q1: 10,319 shares; 2025Q2: 7,993 shares; 2025Q3: 8,324 shares; 2025Q4: 13,852 shares; 2026Q1: 13,942 shares 13,942 $572K 0.03% +90 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,012 shares 10,012 $569K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 8,013 shares; 2025Q1: 4,455 shares; 2025Q2: 4,431 shares; 2025Q3: 4,606 shares; 2025Q4: 4,707 shares; 2026Q1: 4,707 shares 4,707 $569K 0.03% 0 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: 5,017 shares; 2024Q4: 16,196 shares; 2025Q1: 16,318 shares; 2025Q2: 21,886 shares; 2025Q3: 31,929 shares; 2025Q4: 31,925 shares; 2026Q1: 24,470 shares 24,470 $568K 0.03% -7,455 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: 4,935 shares; 2024Q4: 2,473 shares; 2025Q1: 2,669 shares; 2025Q2: 3,145 shares; 2025Q3: 4,828 shares; 2025Q4: 4,014 shares; 2026Q1: 3,779 shares 3,779 $567K 0.03% -235 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: 4,754 shares; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,915 shares 3,915 $566K 0.03% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,829 shares 2,829 $566K 0.03% new Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,873 shares 11,873 $563K 0.03% new Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,252 shares 22,252 $562K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,042 shares; 2024Q4: 6,090 shares; 2025Q1: 5,962 shares; 2025Q2: 5,901 shares; 2025Q3: 5,711 shares; 2025Q4: 19,345 shares; 2026Q1: 6,463 shares 6,463 $560K 0.03% -12,882 Timeline IGM 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: 4,143 shares; 2024Q4: 4,131 shares; 2025Q1: 4,460 shares; 2025Q2: 4,381 shares; 2025Q3: 4,540 shares; 2025Q4: 4,556 shares; 2026Q1: 4,694 shares 4,694 $556K 0.03% +138 Timeline FAI 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: 14,166 shares; 2025Q2: 15,370 shares; 2025Q3: 15,125 shares; 2025Q4: 15,125 shares; 2026Q1: 14,737 shares 14,737 $548K 0.03% -388 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: not reported; 2024Q4: 2,662 shares; 2025Q1: 2,519 shares; 2025Q2: 2,348 shares; 2025Q3: 2,082 shares; 2025Q4: 2,097 shares; 2026Q1: 2,537 shares 2,537 $536K 0.03% +440 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,560 shares; 2026Q1: 14,861 shares 14,861 $534K 0.03% +1,301 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: not reported; 2024Q4: 283 shares; 2025Q1: 236 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 291 shares; 2026Q1: 309 shares 309 $534K 0.03% +18 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: not reported; 2025Q2: 1,952 shares; 2025Q3: 4,409 shares; 2025Q4: 2,550 shares; 2026Q1: 2,617 shares 2,617 $531K 0.03% +67 Timeline FDN 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: 1,523 shares; 2025Q3: 2,088 shares; 2025Q4: 2,264 shares; 2026Q1: 2,264 shares 2,264 $530K 0.03% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 11,767 shares; 2025Q1: 11,418 shares; 2025Q2: 11,023 shares; 2025Q3: 14,150 shares; 2025Q4: 11,668 shares; 2026Q1: 12,958 shares 12,958 $529K 0.03% +1,290 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 3,361 shares; 2025Q1: 3,152 shares; 2025Q2: 3,128 shares; 2025Q3: 3,159 shares; 2025Q4: 3,474 shares; 2026Q1: 3,394 shares 3,394 $528K 0.03% -80 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: 21,714 shares; 2024Q4: 12,881 shares; 2025Q1: 13,619 shares; 2025Q2: 9,932 shares; 2025Q3: 7,685 shares; 2025Q4: 7,492 shares; 2026Q1: 7,252 shares 7,252 $527K 0.03% -240 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,534 shares; 2025Q3: 13,924 shares; 2025Q4: 13,844 shares; 2026Q1: 11,906 shares 11,906 $525K 0.02% -1,938 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: 15,564 shares; 2024Q4: 22,070 shares; 2025Q1: 20,300 shares; 2025Q2: 19,035 shares; 2025Q3: 15,456 shares; 2025Q4: 8,161 shares; 2026Q1: 10,932 shares 10,932 $525K 0.02% +2,771 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 969 shares; 2025Q1: 990 shares; 2025Q2: 985 shares; 2025Q3: 883 shares; 2025Q4: 1,914 shares; 2026Q1: 1,722 shares 1,722 $524K 0.02% -192 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 1,989 shares; 2025Q2: 2,014 shares; 2025Q3: 2,018 shares; 2025Q4: 2,118 shares; 2026Q1: 2,646 shares 2,646 $523K 0.02% +528 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,437 shares 5,437 $521K 0.02% new 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: not reported; 2024Q4: 2,768 shares; 2025Q1: 2,255 shares; 2025Q2: 4,749 shares; 2025Q3: 4,502 shares; 2025Q4: 4,399 shares; 2026Q1: 4,150 shares 4,150 $521K 0.02% -249 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,074 shares; 2025Q4: 11,096 shares; 2026Q1: 20,260 shares 20,260 $518K 0.02% +9,164 Timeline AVSF 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: 11,039 shares 11,039 $517K 0.02% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,337 shares; 2025Q4: 7,381 shares; 2026Q1: 7,531 shares 7,531 $513K 0.02% +150 Timeline MFLX 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: 21,287 shares; 2025Q1: 16,787 shares; 2025Q2: 29,635 shares; 2025Q3: 30,335 shares; 2025Q4: 27,871 shares; 2026Q1: 30,333 shares 30,333 $509K 0.02% +2,462 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 1,589 shares 1,589 $507K 0.02% +555 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,179 shares; 2024Q4: 18,018 shares; 2025Q1: 17,062 shares; 2025Q2: 17,063 shares; 2025Q3: 16,275 shares; 2025Q4: 14,822 shares; 2026Q1: 14,987 shares 14,987 $506K 0.02% +165 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 5,178 shares; 2025Q1: 5,866 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,985 shares; 2026Q1: 6,414 shares 6,414 $505K 0.02% +3,429 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,535 shares 17,535 $503K 0.02% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,825 shares; 2025Q1: 3,314 shares; 2025Q2: 3,126 shares; 2025Q3: 5,795 shares; 2025Q4: 5,627 shares; 2026Q1: 5,946 shares 5,946 $503K 0.02% +319 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,189 shares; 2025Q1: 2,910 shares; 2025Q2: 3,028 shares; 2025Q3: 3,431 shares; 2025Q4: 4,455 shares; 2026Q1: 4,537 shares 4,537 $503K 0.02% +82 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,591 shares 26,591 $503K 0.02% 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: 4,580 shares; 2024Q4: 2,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 4,413 shares; 2026Q1: 4,430 shares 4,430 $501K 0.02% +17 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: 9,599 shares; 2024Q4: 11,639 shares; 2025Q1: 4,991 shares; 2025Q2: 5,096 shares; 2025Q3: 11,524 shares; 2025Q4: 11,081 shares; 2026Q1: 4,966 shares 4,966 $500K 0.02% -6,115 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,384 shares; 2024Q4: 80,448 shares; 2025Q1: 50,423 shares; 2025Q2: 33,727 shares; 2025Q3: 32,224 shares; 2025Q4: 32,007 shares; 2026Q1: 29,212 shares 29,212 $499K 0.02% -2,795 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,507 shares; 2024Q4: 36,643 shares; 2025Q1: 20,107 shares; 2025Q2: 18,052 shares; 2025Q3: 28,236 shares; 2025Q4: 49,902 shares; 2026Q1: 43,186 shares 43,186 $498K 0.02% -6,716 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: 19,693 shares 19,693 $495K 0.02% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,743 shares; 2025Q1: 1,523 shares; 2025Q2: 1,150 shares; 2025Q3: 1,098 shares; 2025Q4: 1,537 shares; 2026Q1: 1,515 shares 1,515 $494K 0.02% -22 Timeline BPRO BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,830 shares 21,830 $491K 0.02% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,069 shares; 2024Q4: 25,054 shares; 2025Q1: 21,581 shares; 2025Q2: 20,981 shares; 2025Q3: 20,986 shares; 2025Q4: 17,774 shares; 2026Q1: 16,315 shares 16,315 $491K 0.02% -1,459 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: 1,312 shares; 2024Q4: 1,304 shares; 2025Q1: 1,266 shares; 2025Q2: 1,267 shares; 2025Q3: 1,351 shares; 2025Q4: 1,352 shares; 2026Q1: 1,353 shares 1,353 $486K 0.02% +1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,585 shares; 2025Q1: 6,637 shares; 2025Q2: 8,380 shares; 2025Q3: 8,291 shares; 2025Q4: 9,805 shares; 2026Q1: 10,551 shares 10,551 $478K 0.02% +746 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,806 shares 8,806 $476K 0.02% new 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: 19,215 shares; 2024Q4: 25,914 shares; 2025Q1: 20,743 shares; 2025Q2: 16,453 shares; 2025Q3: 15,719 shares; 2025Q4: 3,518 shares; 2026Q1: 3,356 shares 3,356 $475K 0.02% -162 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 256 shares; 2025Q2: 348 shares; 2025Q3: 378 shares; 2025Q4: 428 shares; 2026Q1: 435 shares 435 $475K 0.02% +7 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: not reported; 2026Q1: 8,966 shares 8,966 $474K 0.02% new 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: not reported; 2024Q4: 1,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,983 shares; 2025Q4: 3,324 shares; 2026Q1: 4,300 shares 4,300 $471K 0.02% +976 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: 1,584 shares; 2025Q1: 1,489 shares; 2025Q2: 1,494 shares; 2025Q3: 2,256 shares; 2025Q4: 2,260 shares; 2026Q1: 2,368 shares 2,368 $469K 0.02% +108 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 5,632 shares; 2025Q1: 4,697 shares; 2025Q2: 4,502 shares; 2025Q3: 4,541 shares; 2025Q4: 3,874 shares; 2026Q1: 4,919 shares 4,919 $467K 0.02% +1,045 Timeline EFAS 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: 21,972 shares 21,972 $465K 0.02% new 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: 9,323 shares; 2025Q3: 9,479 shares; 2025Q4: 9,843 shares; 2026Q1: 10,295 shares 10,295 $464K 0.02% +452 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: not reported; 2025Q3: 4,460 shares; 2025Q4: 5,640 shares; 2026Q1: 9,264 shares 9,264 $462K 0.02% +3,624 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,032 shares; 2025Q1: 11,061 shares; 2025Q2: 12,010 shares; 2025Q3: 12,161 shares; 2025Q4: 11,279 shares; 2026Q1: 11,977 shares 11,977 $458K 0.02% +698 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,531 shares; 2025Q1: 3,029 shares; 2025Q2: 5,492 shares; 2025Q3: 5,656 shares; 2025Q4: 2,233 shares; 2026Q1: 5,714 shares 5,714 $457K 0.02% +3,481 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 5,421 shares; 2025Q1: 3,392 shares; 2025Q2: 3,518 shares; 2025Q3: 3,654 shares; 2025Q4: 4,121 shares; 2026Q1: 4,091 shares 4,091 $456K 0.02% -30 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: not reported; 2024Q4: not reported; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 4,940 shares; 2025Q4: 4,839 shares; 2026Q1: 4,522 shares 4,522 $455K 0.02% -317 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,450 shares 2,450 $453K 0.02% -345 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 242 shares; 2026Q1: 240 shares 240 $452K 0.02% -2 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: 7,844 shares; 2024Q4: 993 shares; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 1,333 shares; 2025Q4: 1,325 shares; 2026Q1: 1,382 shares 1,382 $452K 0.02% +57 Timeline USFI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,164 shares 18,164 $448K 0.02% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 2,955 shares; 2025Q3: 3,953 shares; 2025Q4: 4,069 shares; 2026Q1: 4,165 shares 4,165 $447K 0.02% +96 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: not reported; 2025Q3: not reported; 2025Q4: 5,466 shares; 2026Q1: 2,183 shares 2,183 $446K 0.02% -3,283 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,189 shares; 2026Q1: 30,837 shares 30,837 $445K 0.02% -21,352 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,009 shares 25,009 $445K 0.02% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,813 shares 4,813 $444K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,959 shares; 2025Q4: 9,920 shares; 2026Q1: 9,492 shares 9,492 $443K 0.02% -428 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: not reported; 2024Q4: 9,039 shares; 2025Q1: 5,082 shares; 2025Q2: 7,082 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares; 2026Q1: 4,314 shares 4,314 $441K 0.02% -2,626 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,096 shares; 2025Q1: 5,945 shares; 2025Q2: 5,945 shares; 2025Q3: 5,945 shares; 2025Q4: 9,295 shares; 2026Q1: 9,233 shares 9,233 $440K 0.02% -62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,537 shares; 2026Q1: 1,593 shares 1,593 $438K 0.02% +56 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: 16,430 shares; 2024Q4: 31,883 shares; 2025Q1: 21,804 shares; 2025Q2: 19,074 shares; 2025Q3: 21,653 shares; 2025Q4: 26,341 shares; 2026Q1: 24,320 shares 24,320 $438K 0.02% -2,021 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,992 shares; 2025Q3: 7,320 shares; 2025Q4: 7,681 shares; 2026Q1: 8,782 shares 8,782 $435K 0.02% +1,101 Timeline GMAY 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: 11,637 shares; 2025Q1: 6,555 shares; 2025Q2: 20,995 shares; 2025Q3: 18,945 shares; 2025Q4: 16,581 shares; 2026Q1: 10,491 shares 10,491 $431K 0.02% -6,090 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,615 shares 6,615 $425K 0.02% new Timeline YJUN 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: 12,328 shares; 2024Q4: 12,328 shares; 2025Q1: 12,328 shares; 2025Q2: 16,455 shares; 2025Q3: 16,455 shares; 2025Q4: 16,455 shares; 2026Q1: 16,455 shares 16,455 $424K 0.02% 0 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,397 shares 10,397 $421K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,316 shares 8,316 $417K 0.02% new 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: 14,350 shares; 2024Q4: 21,175 shares; 2025Q1: 16,939 shares; 2025Q2: 17,822 shares; 2025Q3: 13,025 shares; 2025Q4: 13,574 shares; 2026Q1: 13,704 shares 13,704 $416K 0.02% +130 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 3,622 shares; 2026Q1: 5,975 shares 5,975 $414K 0.02% +2,353 Timeline JAJL 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: 14,186 shares; 2025Q4: 14,186 shares; 2026Q1: 14,186 shares 14,186 $412K 0.02% 0 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,208 shares; 2025Q2: 24,531 shares; 2025Q3: 28,948 shares; 2025Q4: 30,692 shares; 2026Q1: 29,276 shares 29,276 $412K 0.02% -1,416 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: 7,500 shares; 2025Q1: 5,400 shares; 2025Q2: 6,800 shares; 2025Q3: not reported; 2025Q4: 6,895 shares; 2026Q1: 7,094 shares 7,094 $411K 0.02% +199 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,065 shares; 2025Q4: 3,440 shares; 2026Q1: 3,488 shares 3,488 $410K 0.02% +48 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 778 shares; 2025Q1: 784 shares; 2025Q2: not reported; 2025Q3: 5,311 shares; 2025Q4: 2,387 shares; 2026Q1: 2,677 shares 2,677 $410K 0.02% +290 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 3,410 shares; 2025Q1: 3,448 shares; 2025Q2: 3,205 shares; 2025Q3: 2,044 shares; 2025Q4: 2,796 shares; 2026Q1: 2,161 shares 2,161 $410K 0.02% -635 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 858 shares; 2026Q1: 921 shares 921 $409K 0.02% +63 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: 13,074 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,347 shares 19,347 $409K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,851 shares; 2025Q4: 2,389 shares; 2026Q1: 2,675 shares 2,675 $409K 0.02% +286 Timeline 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: 44,070 shares; 2024Q4: 10,364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,260 shares; 2025Q4: 11,850 shares; 2026Q1: 12,179 shares 12,179 $408K 0.02% +329 Timeline GPIX 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: 5,930 shares; 2025Q4: 5,239 shares; 2026Q1: 8,153 shares 8,153 $408K 0.02% +2,914 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,049 shares 10,049 $407K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,706 shares 1,706 $406K 0.02% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,939 shares; 2026Q1: 6,467 shares 6,467 $406K 0.02% +1,528 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,030 shares; 2024Q4: 8,822 shares; 2025Q1: 4,710 shares; 2025Q2: 4,203 shares; 2025Q3: 11,944 shares; 2025Q4: 15,813 shares; 2026Q1: 11,027 shares 11,027 $405K 0.02% -4,786 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: 481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 1,230 shares; 2026Q1: 1,020 shares 1,020 $404K 0.02% -210 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,244 shares; 2026Q1: 13,219 shares 13,219 $403K 0.02% -10,025 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,830 shares; 2025Q2: 14,130 shares; 2025Q3: 16,630 shares; 2025Q4: 16,249 shares; 2026Q1: 16,249 shares 16,249 $403K 0.02% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,501 shares; 2025Q1: 111,922 shares; 2025Q2: 109,692 shares; 2025Q3: 117,340 shares; 2025Q4: 117,260 shares; 2026Q1: 72,156 shares 72,156 $400K 0.02% -45,104 Timeline NVII REX ETF TR More: the full row for REX 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: 16,803 shares 16,803 $399K 0.02% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,050 shares; 2025Q4: 15,100 shares; 2026Q1: 16,816 shares 16,816 $399K 0.02% +1,716 Timeline MTBA 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: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares; 2025Q4: 8,038 shares; 2026Q1: 8,038 shares 8,038 $398K 0.02% 0 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,014 shares; 2025Q4: 6,881 shares; 2026Q1: 8,439 shares 8,439 $397K 0.02% +1,558 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: 3,416 shares; 2024Q4: 1,988 shares; 2025Q1: 1,641 shares; 2025Q2: 1,700 shares; 2025Q3: 1,702 shares; 2025Q4: 1,991 shares; 2026Q1: 1,917 shares 1,917 $396K 0.02% -74 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: 19,969 shares; 2024Q4: 7,440 shares; 2025Q1: 14,945 shares; 2025Q2: 7,348 shares; 2025Q3: 7,934 shares; 2025Q4: 7,939 shares; 2026Q1: 8,080 shares 8,080 $396K 0.02% +141 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: 15,086 shares; 2024Q4: 10,730 shares; 2025Q1: 13,588 shares; 2025Q2: 10,126 shares; 2025Q3: not reported; 2025Q4: 13,357 shares; 2026Q1: 9,489 shares 9,489 $395K 0.02% -3,868 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,079 shares; 2025Q1: 1,075 shares; 2025Q2: 1,111 shares; 2025Q3: 1,105 shares; 2025Q4: 1,116 shares; 2026Q1: 1,123 shares 1,123 $395K 0.02% +7 Timeline ADCT ADC THERAPEUTICS SA More: the full row for ADC THERAPEUTICS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,000 shares; 2026Q1: 105,107 shares 105,107 $394K 0.02% +107 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: 5,523 shares; 2024Q4: 3,310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,594 shares; 2026Q1: 5,911 shares 5,911 $393K 0.02% +317 Timeline IFEB 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: 13,148 shares 13,148 $392K 0.02% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,488 shares; 2026Q1: 1,136 shares 1,136 $391K 0.02% -352 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,066 shares; 2026Q1: 4,077 shares 4,077 $389K 0.02% +1,011 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 2,901 shares; 2025Q1: 2,653 shares; 2025Q2: 2,619 shares; 2025Q3: 2,651 shares; 2025Q4: 2,804 shares; 2026Q1: 2,716 shares 2,716 $389K 0.02% -88 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,310 shares 11,310 $388K 0.02% new 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: 1,773 shares; 2025Q1: 3,404 shares; 2025Q2: 1,178 shares; 2025Q3: 1,201 shares; 2025Q4: not reported; 2026Q1: 1,897 shares 1,897 $387K 0.02% new 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: 3,386 shares; 2024Q4: 5,730 shares; 2025Q1: 5,139 shares; 2025Q2: 5,863 shares; 2025Q3: 5,790 shares; 2025Q4: 5,894 shares; 2026Q1: 2,832 shares 2,832 $386K 0.02% -3,062 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares 4,549 $386K 0.02% new 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: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,920 shares; 2025Q2: 1,895 shares; 2025Q3: 1,933 shares; 2025Q4: 2,879 shares; 2026Q1: 2,658 shares 2,658 $385K 0.02% -221 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,461 shares; 2024Q4: 34,852 shares; 2025Q1: 32,836 shares; 2025Q2: 29,090 shares; 2025Q3: 20,110 shares; 2025Q4: 17,881 shares; 2026Q1: 15,008 shares 15,008 $383K 0.02% -2,873 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,900 shares; 2026Q1: 4,398 shares 4,398 $381K 0.02% +498 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,822 shares; 2025Q1: 61,836 shares; 2025Q2: 64,836 shares; 2025Q3: 64,836 shares; 2025Q4: 68,021 shares; 2026Q1: 68,021 shares 68,021 $381K 0.02% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,608 shares; 2025Q1: 1,495 shares; 2025Q2: 1,439 shares; 2025Q3: 1,341 shares; 2025Q4: 1,278 shares; 2026Q1: 2,088 shares 2,088 $381K 0.02% +810 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,027 shares 7,027 $374K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 845 shares; 2025Q3: 844 shares; 2025Q4: 899 shares; 2026Q1: 1,046 shares 1,046 $373K 0.02% +147 Timeline RPC RIDGEPOST CAP INC More: the full row for RIDGEPOST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,574 shares; 2025Q1: 23,574 shares; 2025Q2: 23,574 shares; 2025Q3: 23,574 shares; 2025Q4: 51,471 shares; 2026Q1: 51,270 shares 51,270 $372K 0.02% -201 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 983 shares; 2025Q1: 988 shares; 2025Q2: 1,021 shares; 2025Q3: 1,122 shares; 2025Q4: 1,309 shares; 2026Q1: 1,295 shares 1,295 $372K 0.02% -14 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,289 shares; 2025Q1: 12,542 shares; 2025Q2: 14,794 shares; 2025Q3: 22,623 shares; 2025Q4: 20,834 shares; 2026Q1: 14,959 shares 14,959 $370K 0.02% -5,875 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,467 shares; 2025Q3: 15,262 shares; 2025Q4: 15,174 shares; 2026Q1: 14,172 shares 14,172 $370K 0.02% -1,002 Timeline PBMR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,182 shares 12,182 $369K 0.02% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,295 shares; 2024Q4: 29,984 shares; 2025Q1: 16,669 shares; 2025Q2: 13,887 shares; 2025Q3: 13,793 shares; 2025Q4: 14,099 shares; 2026Q1: 13,834 shares 13,834 $369K 0.02% -265 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,442 shares; 2025Q1: 7,377 shares; 2025Q2: 1,168 shares; 2025Q3: 700 shares; 2025Q4: 788 shares; 2026Q1: 758 shares 758 $368K 0.02% -30 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,524 shares; 2025Q1: 6,680 shares; 2025Q2: 6,243 shares; 2025Q3: 6,163 shares; 2025Q4: 6,163 shares; 2026Q1: 6,563 shares 6,563 $367K 0.02% +400 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,315 shares; 2025Q4: 20,163 shares; 2026Q1: 22,826 shares 22,826 $362K 0.02% +2,663 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: 17,109 shares; 2024Q4: 14,676 shares; 2025Q1: 5,954 shares; 2025Q2: 5,648 shares; 2025Q3: 10,333 shares; 2025Q4: 9,527 shares; 2026Q1: 9,020 shares 9,020 $362K 0.02% -507 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,113 shares 6,113 $362K 0.02% new 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: 1,636 shares; 2024Q4: 2,923 shares; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 2,236 shares 2,236 $362K 0.02% -98 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,559 shares; 2024Q4: 11,166 shares; 2025Q1: 9,176 shares; 2025Q2: 9,934 shares; 2025Q3: 11,442 shares; 2025Q4: 11,950 shares; 2026Q1: 11,709 shares 11,709 $361K 0.02% -241 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,859 shares; 2024Q4: 25,601 shares; 2025Q1: 12,471 shares; 2025Q2: 15,175 shares; 2025Q3: 13,808 shares; 2025Q4: 12,061 shares; 2026Q1: 8,011 shares 8,011 $360K 0.02% -4,050 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,156 shares 4,156 $360K 0.02% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 1,390 shares 1,390 $359K 0.02% new 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: 4,542 shares; 2026Q1: 5,074 shares 5,074 $358K 0.02% +532 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: 9,163 shares; 2024Q4: 8,268 shares; 2025Q1: 3,550 shares; 2025Q2: 2,958 shares; 2025Q3: 9,618 shares; 2025Q4: 8,618 shares; 2026Q1: 4,633 shares 4,633 $358K 0.02% -3,985 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: 5,493 shares; 2024Q4: 1,876 shares; 2025Q1: 2,136 shares; 2025Q2: 2,477 shares; 2025Q3: 2,699 shares; 2025Q4: 2,880 shares; 2026Q1: 2,362 shares 2,362 $356K 0.02% -518 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,910 shares; 2024Q4: 19,942 shares; 2025Q1: 13,572 shares; 2025Q2: 10,494 shares; 2025Q3: 9,450 shares; 2025Q4: 7,132 shares; 2026Q1: 6,720 shares 6,720 $355K 0.02% -412 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: 2,430 shares; 2024Q4: 1,274 shares; 2025Q1: 1,263 shares; 2025Q2: 1,170 shares; 2025Q3: 1,164 shares; 2025Q4: 1,233 shares; 2026Q1: 1,331 shares 1,331 $354K 0.02% +98 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,218 shares; 2025Q1: 29,746 shares; 2025Q2: 26,401 shares; 2025Q3: 23,084 shares; 2025Q4: 17,910 shares; 2026Q1: 24,999 shares 24,999 $353K 0.02% +7,089 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,299 shares; 2025Q4: 24,434 shares; 2026Q1: 28,484 shares 28,484 $352K 0.02% +4,050 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: 7,552 shares; 2025Q3: 9,520 shares; 2025Q4: 9,753 shares; 2026Q1: 9,639 shares 9,639 $349K 0.02% -114 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 4,999 shares; 2025Q1: 4,946 shares; 2025Q2: 4,928 shares; 2025Q3: 4,950 shares; 2025Q4: 5,254 shares; 2026Q1: 5,384 shares 5,384 $348K 0.02% +130 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,395 shares; 2025Q1: 2,394 shares; 2025Q2: 2,386 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,528 shares 2,528 $347K 0.02% -2 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: 7,333 shares; 2025Q4: 9,200 shares; 2026Q1: 10,496 shares 10,496 $346K 0.02% +1,296 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 2,454 shares; 2025Q4: 2,222 shares; 2026Q1: 2,298 shares 2,298 $345K 0.02% +76 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,214 shares; 2025Q1: not reported; 2025Q2: 10,582 shares; 2025Q3: 10,582 shares; 2025Q4: 7,103 shares; 2026Q1: 7,103 shares 7,103 $344K 0.02% 0 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,774 shares; 2026Q1: 9,185 shares 9,185 $342K 0.02% +1,411 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 886 shares; 2026Q1: 1,008 shares 1,008 $342K 0.02% +122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,990 shares; 2026Q1: 1,848 shares 1,848 $341K 0.02% -142 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 639 shares; 2025Q1: 741 shares; 2025Q2: 739 shares; 2025Q3: 601 shares; 2025Q4: 564 shares; 2026Q1: 574 shares 574 $340K 0.02% +10 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: 2,865 shares; 2024Q4: 1,604 shares; 2025Q1: 1,574 shares; 2025Q2: 1,438 shares; 2025Q3: 1,682 shares; 2025Q4: 2,801 shares; 2026Q1: 2,156 shares 2,156 $339K 0.02% -645 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 596 shares; 2025Q2: 788 shares; 2025Q3: 839 shares; 2025Q4: 867 shares; 2026Q1: 990 shares 990 $338K 0.02% +123 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,653 shares 5,653 $338K 0.02% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,782 shares; 2025Q3: 4,674 shares; 2025Q4: 2,501 shares; 2026Q1: 2,902 shares 2,902 $337K 0.02% +401 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,817 shares; 2025Q2: 5,789 shares; 2025Q3: 5,789 shares; 2025Q4: 5,489 shares; 2026Q1: 8,189 shares 8,189 $336K 0.02% +2,700 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,387 shares; 2025Q1: 2,795 shares; 2025Q2: 2,783 shares; 2025Q3: 2,783 shares; 2025Q4: 2,679 shares; 2026Q1: 2,360 shares 2,360 $336K 0.02% -319 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,391 shares; 2025Q1: 10,681 shares; 2025Q2: 10,921 shares; 2025Q3: 11,475 shares; 2025Q4: 12,484 shares; 2026Q1: 15,304 shares 15,304 $335K 0.02% +2,820 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: not reported; 2024Q4: 13,516 shares; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 4,258 shares; 2025Q4: 5,864 shares; 2026Q1: 6,688 shares 6,688 $333K 0.02% +824 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares; 2026Q1: 3,803 shares 3,803 $329K 0.02% +235 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 4,580 shares; 2025Q1: 4,128 shares; 2025Q2: 3,810 shares; 2025Q3: 2,838 shares; 2025Q4: 2,673 shares; 2026Q1: 2,655 shares 2,655 $327K 0.02% -18 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares; 2026Q1: 624 shares 624 $325K 0.02% +57 Timeline SHLD 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: 4,587 shares 4,587 $325K 0.02% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,652 shares 7,652 $325K 0.02% new Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 38,800 shares; 2026Q1: 38,800 shares 38,800 $324K 0.02% 0 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: not reported; 2025Q4: 404 shares; 2026Q1: 436 shares 436 $322K 0.02% +32 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: not reported; 2024Q4: 1,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439 shares; 2026Q1: 1,685 shares 1,685 $320K 0.02% +246 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: not reported; 2024Q4: 1,027 shares; 2025Q1: 879 shares; 2025Q2: 722 shares; 2025Q3: 824 shares; 2025Q4: 872 shares; 2026Q1: 608 shares 608 $318K 0.02% -264 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,115 shares; 2024Q4: 22,646 shares; 2025Q1: 23,689 shares; 2025Q2: 23,179 shares; 2025Q3: 1,537 shares; 2025Q4: 1,870 shares; 2026Q1: 2,170 shares 2,170 $317K 0.02% +300 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY 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: 64,400 shares; 2025Q3: 77,600 shares; 2025Q4: 98,700 shares; 2026Q1: 103,200 shares 103,200 $317K 0.02% +4,500 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: 15,537 shares; 2024Q4: 19,223 shares; 2025Q1: 18,516 shares; 2025Q2: 16,408 shares; 2025Q3: 15,545 shares; 2025Q4: 13,500 shares; 2026Q1: 12,550 shares 12,550 $317K 0.02% -950 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: 8,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,644 shares; 2025Q4: 5,702 shares; 2026Q1: 6,805 shares 6,805 $316K 0.02% +1,103 Timeline LMUB 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: 6,319 shares 6,319 $316K 0.01% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,824 shares; 2025Q4: 14,412 shares; 2026Q1: 15,855 shares 15,855 $315K 0.01% +1,443 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: not reported; 2024Q4: 805 shares; 2025Q1: 808 shares; 2025Q2: 810 shares; 2025Q3: 649 shares; 2025Q4: 1,125 shares; 2026Q1: 982 shares 982 $315K 0.01% -143 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 13,380 shares; 2025Q1: 11,463 shares; 2025Q2: 10,573 shares; 2025Q3: 11,527 shares; 2025Q4: 13,961 shares; 2026Q1: 12,232 shares 12,232 $313K 0.01% -1,729 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: 2,524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,151 shares; 2025Q3: 2,499 shares; 2025Q4: 3,028 shares; 2026Q1: 2,631 shares 2,631 $312K 0.01% -397 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: not reported; 2024Q4: 9,820 shares; 2025Q1: 9,548 shares; 2025Q2: 9,555 shares; 2025Q3: 9,042 shares; 2025Q4: 8,254 shares; 2026Q1: 8,017 shares 8,017 $312K 0.01% -237 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,381 shares; 2025Q1: 3,381 shares; 2025Q2: 3,431 shares; 2025Q3: 2,879 shares; 2025Q4: 3,225 shares; 2026Q1: 3,371 shares 3,371 $310K 0.01% +146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 3,950 shares; 2026Q1: 2,992 shares 2,992 $310K 0.01% -958 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: 12,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,031 shares; 2025Q4: 12,833 shares; 2026Q1: 12,982 shares 12,982 $309K 0.01% +149 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,159 shares; 2025Q3: 4,409 shares; 2025Q4: 4,212 shares; 2026Q1: 4,118 shares 4,118 $308K 0.01% -94 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 11,634 shares; 2025Q1: 5,332 shares; 2025Q2: 4,616 shares; 2025Q3: 3,579 shares; 2025Q4: 3,264 shares; 2026Q1: 3,342 shares 3,342 $305K 0.01% +78 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 691 shares; 2025Q2: 785 shares; 2025Q3: 929 shares; 2025Q4: 884 shares; 2026Q1: 901 shares 901 $305K 0.01% +17 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,168 shares; 2025Q4: 12,821 shares; 2026Q1: 12,537 shares 12,537 $304K 0.01% -284 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: 14,012 shares; 2026Q1: 14,012 shares 14,012 $301K 0.01% 0 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: 3,374 shares; 2024Q4: 4,839 shares; 2025Q1: 2,811 shares; 2025Q2: 2,149 shares; 2025Q3: not reported; 2025Q4: 2,953 shares; 2026Q1: 3,075 shares 3,075 $300K 0.01% +122 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,902 shares; 2025Q1: 28,902 shares; 2025Q2: 22,000 shares; 2025Q3: 15,000 shares; 2025Q4: 19,000 shares; 2026Q1: 25,000 shares 25,000 $300K 0.01% +6,000 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,689 shares; 2024Q4: 91,612 shares; 2025Q1: 48,349 shares; 2025Q2: 48,349 shares; 2025Q3: 55,699 shares; 2025Q4: 52,039 shares; 2026Q1: 58,736 shares 58,736 $300K 0.01% +6,697 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 2,139 shares; 2025Q1: 960 shares; 2025Q2: 963 shares; 2025Q3: 1,215 shares; 2025Q4: 1,292 shares; 2026Q1: 1,129 shares 1,129 $300K 0.01% -163 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 29,200 shares; 2025Q1: 18,700 shares; 2025Q2: 18,550 shares; 2025Q3: 20,050 shares; 2025Q4: 18,150 shares; 2026Q1: 9,700 shares 9,700 $299K 0.01% -8,450 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 4,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $298K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,781 shares; 2026Q1: 1,736 shares 1,736 $297K 0.01% -45 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,247 shares; 2025Q2: 71,847 shares; 2025Q3: 54,192 shares; 2025Q4: 56,478 shares; 2026Q1: 20,856 shares 20,856 $297K 0.01% -35,622 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 10,502 shares; 2025Q3: 12,962 shares; 2025Q4: 13,668 shares; 2026Q1: 13,902 shares 13,902 $296K 0.01% +234 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,449 shares; 2025Q3: 4,621 shares; 2025Q4: 14,266 shares; 2026Q1: 4,209 shares 4,209 $296K 0.01% -10,057 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: 5,063 shares; 2024Q4: 5,513 shares; 2025Q1: 2,417 shares; 2025Q2: 2,732 shares; 2025Q3: 3,478 shares; 2025Q4: 3,320 shares; 2026Q1: 3,205 shares 3,205 $296K 0.01% -115 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: 4,548 shares; 2024Q4: 6,813 shares; 2025Q1: 5,831 shares; 2025Q2: 5,865 shares; 2025Q3: 4,549 shares; 2025Q4: 18,128 shares; 2026Q1: 4,149 shares 4,149 $295K 0.01% -13,979 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 12,206 shares; 2026Q1: 10,651 shares 10,651 $295K 0.01% -1,555 Timeline XLP 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: 3,837 shares; 2024Q4: 3,951 shares; 2025Q1: 3,311 shares; 2025Q2: 2,992 shares; 2025Q3: 3,784 shares; 2025Q4: 5,132 shares; 2026Q1: 3,596 shares 3,596 $295K 0.01% -1,536 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,022 shares 7,022 $293K 0.01% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 22,650 shares 22,650 $292K 0.01% new Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,007 shares; 2025Q2: 110,891 shares; 2025Q3: 106,686 shares; 2025Q4: 17,867 shares; 2026Q1: 19,629 shares 19,629 $291K 0.01% +1,762 Timeline QEFA 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: 2,895 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares; 2026Q1: 3,116 shares 3,116 $291K 0.01% +104 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 9,661 shares; 2025Q1: 8,135 shares; 2025Q2: 6,538 shares; 2025Q3: 6,490 shares; 2025Q4: 5,635 shares; 2026Q1: 4,268 shares 4,268 $290K 0.01% -1,367 Timeline PMJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,812 shares 10,812 $288K 0.01% new Timeline IWO 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: 822 shares; 2026Q1: 914 shares 914 $287K 0.01% +92 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 3,275 shares; 2026Q1: 3,083 shares 3,083 $287K 0.01% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,869 shares; 2025Q3: 4,588 shares; 2025Q4: not reported; 2026Q1: 5,724 shares 5,724 $286K 0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,306 shares; 2025Q1: 3,119 shares; 2025Q2: 3,965 shares; 2025Q3: 4,292 shares; 2025Q4: 3,653 shares; 2026Q1: 3,536 shares 3,536 $286K 0.01% -117 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 2,102 shares; 2025Q1: 1,645 shares; 2025Q2: 1,363 shares; 2025Q3: 1,269 shares; 2025Q4: 537 shares; 2026Q1: 669 shares 669 $285K 0.01% +132 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,461 shares; 2025Q4: 10,018 shares; 2026Q1: 9,067 shares 9,067 $284K 0.01% -951 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,382 shares; 2025Q1: 5,691 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 4,278 shares; 2026Q1: 5,337 shares 5,337 $284K 0.01% +1,059 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,202 shares 3,202 $283K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,519 shares; 2024Q4: 60,391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,400 shares; 2025Q4: 31,392 shares; 2026Q1: 37,182 shares 37,182 $280K 0.01% +5,790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,923 shares; 2026Q1: 3,011 shares 3,011 $279K 0.01% -2,912 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 1,847 shares; 2025Q1: 1,953 shares; 2025Q2: 1,743 shares; 2025Q3: 1,491 shares; 2025Q4: 1,657 shares; 2026Q1: 1,404 shares 1,404 $278K 0.01% -253 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,806 shares 1,806 $278K 0.01% new 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: 7,204 shares; 2025Q4: 6,847 shares; 2026Q1: 6,811 shares 6,811 $278K 0.01% -36 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,056 shares 4,056 $278K 0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,413 shares; 2026Q1: 5,567 shares 5,567 $277K 0.01% +154 Timeline PFFR 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: 64,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,929 shares; 2025Q3: 48,789 shares; 2025Q4: 43,811 shares; 2026Q1: 16,010 shares 16,010 $276K 0.01% -27,801 Timeline CAIQ 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: 11,578 shares 11,578 $276K 0.01% new 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: 5,937 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,767 shares; 2025Q4: 3,920 shares; 2026Q1: 3,372 shares 3,372 $276K 0.01% -548 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,337 shares 3,337 $275K 0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,852 shares; 2025Q4: 11,162 shares; 2026Q1: 11,913 shares 11,913 $275K 0.01% +751 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: 641 shares; 2025Q4: not reported; 2026Q1: 675 shares 675 $275K 0.01% new Timeline SOLT VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,038 shares 6,038 $274K 0.01% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,319 shares; 2025Q4: not reported; 2026Q1: 2,675 shares 2,675 $272K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 1,509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,431 shares; 2026Q1: 1,482 shares 1,482 $272K 0.01% +51 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: 1,882 shares; 2024Q4: 2,750 shares; 2025Q1: 2,350 shares; 2025Q2: not reported; 2025Q3: 2,226 shares; 2025Q4: 2,843 shares; 2026Q1: 2,744 shares 2,744 $271K 0.01% -99 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,257 shares 2,257 $271K 0.01% new Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,076 shares; 2026Q1: 4,076 shares 4,076 $271K 0.01% 0 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: not reported; 2024Q4: 1,709 shares; 2025Q1: 2,404 shares; 2025Q2: 2,022 shares; 2025Q3: 2,260 shares; 2025Q4: 2,192 shares; 2026Q1: 2,038 shares 2,038 $270K 0.01% -154 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,913 shares; 2025Q1: 1,854 shares; 2025Q2: 1,856 shares; 2025Q3: 2,197 shares; 2025Q4: 1,909 shares; 2026Q1: 2,102 shares 2,102 $270K 0.01% +193 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: 23,376 shares; 2024Q4: 18,080 shares; 2025Q1: 20,633 shares; 2025Q2: 23,652 shares; 2025Q3: 22,651 shares; 2025Q4: 25,254 shares; 2026Q1: 17,138 shares 17,138 $268K 0.01% -8,116 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: not reported; 2024Q4: 7,193 shares; 2025Q1: 8,095 shares; 2025Q2: 4,130 shares; 2025Q3: 5,273 shares; 2025Q4: 5,531 shares; 2026Q1: 4,911 shares 4,911 $268K 0.01% -620 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,930 shares; 2024Q4: 34,800 shares; 2025Q1: 22,118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,439 shares; 2026Q1: 12,439 shares 12,439 $268K 0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,859 shares; 2025Q4: 16,259 shares; 2026Q1: 11,796 shares 11,796 $267K 0.01% -4,463 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: not reported; 2024Q4: not reported; 2025Q1: 3,954 shares; 2025Q2: 4,112 shares; 2025Q3: 4,206 shares; 2025Q4: 9,251 shares; 2026Q1: 4,197 shares 4,197 $267K 0.01% -5,054 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is 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: 6,550 shares 6,550 $267K 0.01% new 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: 1,671 shares; 2024Q4: 1,357 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,346 shares 1,346 $266K 0.01% new Timeline IDEV 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: 3,178 shares 3,178 $266K 0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,779 shares; 2025Q1: 36,286 shares; 2025Q2: 35,386 shares; 2025Q3: 41,225 shares; 2025Q4: 23,858 shares; 2026Q1: 24,413 shares 24,413 $265K 0.01% +555 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: 59,818 shares; 2024Q4: 58,801 shares; 2025Q1: 4,322 shares; 2025Q2: 9,521 shares; 2025Q3: 30,415 shares; 2025Q4: 33,160 shares; 2026Q1: 4,438 shares 4,438 $264K 0.01% -28,722 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,172 shares; 2025Q4: 11,029 shares; 2026Q1: 8,734 shares 8,734 $263K 0.01% -2,295 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: 5,240 shares; 2024Q4: 639 shares; 2025Q1: 621 shares; 2025Q2: 555 shares; 2025Q3: 543 shares; 2025Q4: 715 shares; 2026Q1: 607 shares 607 $263K 0.01% -108 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,625 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares; 2025Q4: 13,625 shares; 2026Q1: 16,295 shares 16,295 $262K 0.01% +2,670 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 668 shares; 2026Q1: 687 shares 687 $261K 0.01% +19 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,135 shares 5,135 $260K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,502 shares; 2024Q4: 993 shares; 2025Q1: 1,075 shares; 2025Q2: 1,163 shares; 2025Q3: 943 shares; 2025Q4: 994 shares; 2026Q1: 936 shares 936 $260K 0.01% -58 Timeline MLYS MINERALYS THERAPEUTICS INC More: the full row for MINERALYS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,143 shares; 2025Q4: 7,074 shares; 2026Q1: 9,600 shares 9,600 $260K 0.01% +2,526 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,949 shares; 2024Q4: 17,198 shares; 2025Q1: 8,599 shares; 2025Q2: 7,266 shares; 2025Q3: 4,866 shares; 2025Q4: 5,166 shares; 2026Q1: 4,866 shares 4,866 $260K 0.01% -300 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: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,862 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,320 shares; 2026Q1: 1,197 shares 1,197 $259K 0.01% -123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,674 shares; 2026Q1: 11,644 shares 11,644 $259K 0.01% +1,970 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,926 shares 2,926 $259K 0.01% new 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: 2,240 shares; 2024Q4: 2,549 shares; 2025Q1: 2,296 shares; 2025Q2: 2,266 shares; 2025Q3: 2,092 shares; 2025Q4: 2,074 shares; 2026Q1: 2,048 shares 2,048 $259K 0.01% -26 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 365 shares 365 $257K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,900 shares; 2025Q1: 9,385 shares; 2025Q2: 9,102 shares; 2025Q3: 13,542 shares; 2025Q4: 8,609 shares; 2026Q1: 8,882 shares 8,882 $256K 0.01% +273 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,319 shares; 2025Q4: 20,167 shares; 2026Q1: 12,456 shares 12,456 $255K 0.01% -7,711 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,011 shares 3,011 $254K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,607 shares; 2026Q1: 3,923 shares 3,923 $253K 0.01% +316 Timeline FXL 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: 1,530 shares; 2025Q4: 1,602 shares; 2026Q1: 1,592 shares 1,592 $253K 0.01% -10 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,183 shares; 2026Q1: 4,241 shares 4,241 $253K 0.01% +1,058 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,528 shares; 2026Q1: 3,821 shares 3,821 $253K 0.01% +293 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,333 shares 2,333 $253K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,174 shares; 2025Q3: 4,301 shares; 2025Q4: 4,476 shares; 2026Q1: 5,047 shares 5,047 $252K 0.01% +571 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: 7,140 shares; 2024Q4: 7,494 shares; 2025Q1: 6,059 shares; 2025Q2: 5,630 shares; 2025Q3: 5,630 shares; 2025Q4: 4,316 shares; 2026Q1: 4,403 shares 4,403 $252K 0.01% +87 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,122 shares; 2025Q2: not reported; 2025Q3: 8,245 shares; 2025Q4: 9,497 shares; 2026Q1: 6,454 shares 6,454 $252K 0.01% -3,043 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 1,766 shares; 2026Q1: 1,802 shares 1,802 $252K 0.01% +36 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: not reported; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,169 shares; 2026Q1: 1,184 shares 1,184 $251K 0.01% +15 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,022 shares; 2025Q1: 5,446 shares; 2025Q2: 5,070 shares; 2025Q3: 5,046 shares; 2025Q4: 5,012 shares; 2026Q1: 4,175 shares 4,175 $251K 0.01% -837 Timeline KLIP KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,864 shares; 2026Q1: 9,741 shares 9,741 $250K 0.01% -1,123 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: 4,175 shares; 2025Q3: not reported; 2025Q4: 2,334 shares; 2026Q1: 2,304 shares 2,304 $250K 0.01% -30 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,729 shares; 2025Q3: 86,608 shares; 2025Q4: 35,287 shares; 2026Q1: 30,362 shares 30,362 $250K 0.01% -4,925 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: 12,080 shares; 2024Q4: 5,842 shares; 2025Q1: 4,064 shares; 2025Q2: 5,069 shares; 2025Q3: 3,560 shares; 2025Q4: 3,407 shares; 2026Q1: 3,448 shares 3,448 $249K 0.01% +41 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 883 shares; 2025Q1: 530 shares; 2025Q2: 542 shares; 2025Q3: 506 shares; 2025Q4: 508 shares; 2026Q1: 581 shares 581 $247K 0.01% +73 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,536 shares 3,536 $246K 0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,630 shares; 2025Q4: 14,286 shares; 2026Q1: 14,286 shares 14,286 $244K 0.01% 0 Timeline CANE TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 23,400 shares 23,400 $244K 0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,769 shares 3,769 $244K 0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,930 shares 9,930 $242K 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: 3,384 shares; 2024Q4: 2,143 shares; 2025Q1: 2,824 shares; 2025Q2: 1,262 shares; 2025Q3: 866 shares; 2025Q4: 1,225 shares; 2026Q1: 1,151 shares 1,151 $242K 0.01% -74 Timeline URA 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: 5,857 shares; 2026Q1: 4,992 shares 4,992 $242K 0.01% -865 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 6,755 shares; 2025Q1: 6,433 shares; 2025Q2: 6,040 shares; 2025Q3: 4,579 shares; 2025Q4: 4,648 shares; 2026Q1: 4,185 shares 4,185 $241K 0.01% -463 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,234 shares; 2026Q1: 2,188 shares 2,188 $240K 0.01% -5,046 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,117 shares; 2024Q4: 2,349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,068 shares 2,068 $239K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 1,085 shares; 2026Q1: 1,039 shares 1,039 $239K 0.01% -46 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 245 shares; 2025Q3: 208 shares; 2025Q4: 212 shares; 2026Q1: 206 shares 206 $239K 0.01% -6 Timeline ZJUN 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: 9,233 shares; 2025Q4: 9,233 shares; 2026Q1: 8,862 shares 8,862 $239K 0.01% -371 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,752 shares 1,752 $237K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,234 shares; 2026Q1: 5,234 shares 5,234 $237K 0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,357 shares; 2025Q1: 7,762 shares; 2025Q2: 7,140 shares; 2025Q3: 7,342 shares; 2025Q4: 8,118 shares; 2026Q1: 3,781 shares 3,781 $237K 0.01% -4,337 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,332 shares; 2026Q1: 4,332 shares 4,332 $237K 0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,320 shares; 2025Q2: 8,320 shares; 2025Q3: not reported; 2025Q4: 5,320 shares; 2026Q1: 5,320 shares 5,320 $236K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: not reported; 2025Q3: 1,713 shares; 2025Q4: 1,694 shares; 2026Q1: 1,653 shares 1,653 $236K 0.01% -41 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,850 shares 4,850 $236K 0.01% new Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 15,400 shares; 2025Q4: 36,000 shares; 2026Q1: 76,500 shares 76,500 $236K 0.01% +40,500 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 4,099 shares; 2025Q1: 6,793 shares; 2025Q2: 3,303 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,178 shares 3,178 $235K 0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 6,465 shares; 2025Q4: not reported; 2026Q1: 8,685 shares 8,685 $234K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,096 shares 4,096 $233K 0.01% new Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,594 shares 2,594 $232K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341 shares 341 $232K 0.01% new Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,725 shares 6,725 $232K 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: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,103 shares; 2025Q3: 2,638 shares; 2025Q4: 2,732 shares; 2026Q1: 3,008 shares 3,008 $232K 0.01% +276 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,089 shares; 2026Q1: 11,177 shares 11,177 $231K 0.01% -912 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,037 shares; 2026Q1: 8,897 shares 8,897 $230K 0.01% -7,140 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $230K 0.01% 0 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,562 shares 5,562 $228K 0.01% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,232 shares 7,232 $228K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,876 shares; 2026Q1: 1,802 shares 1,802 $227K 0.01% -74 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 523 shares; 2025Q1: 409 shares; 2025Q2: 356 shares; 2025Q3: 340 shares; 2025Q4: 264 shares; 2026Q1: 310 shares 310 $226K 0.01% +46 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,614 shares 2,614 $225K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,622 shares; 2025Q1: 5,859 shares; 2025Q2: 5,524 shares; 2025Q3: not reported; 2025Q4: 5,593 shares; 2026Q1: 5,585 shares 5,585 $225K 0.01% -8 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,287 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,388 shares 3,388 $225K 0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,365 shares 11,365 $224K 0.01% new 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: 1,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares 1,079 $224K 0.01% new Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,681 shares 5,681 $223K 0.01% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 3,849 shares; 2026Q1: 3,858 shares 3,858 $223K 0.01% +9 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,133 shares 8,133 $222K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,913 shares; 2024Q4: 5,798 shares; 2025Q1: 2,441 shares; 2025Q2: 2,249 shares; 2025Q3: 1,956 shares; 2025Q4: 1,143 shares; 2026Q1: 1,282 shares 1,282 $221K 0.01% +139 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: 7,220 shares; 2024Q4: 9,649 shares; 2025Q1: 8,365 shares; 2025Q2: 7,582 shares; 2025Q3: 6,085 shares; 2025Q4: 3,405 shares; 2026Q1: 2,817 shares 2,817 $221K 0.01% -588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,078 shares 3,078 $220K 0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,463 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $220K 0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,200 shares 4,200 $219K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,098 shares; 2025Q4: not reported; 2026Q1: 3,837 shares 3,837 $219K 0.01% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,809 shares; 2025Q3: 3,719 shares; 2025Q4: 3,719 shares; 2026Q1: 3,719 shares 3,719 $219K 0.01% 0 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,991 shares 4,991 $219K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360 $218K 0.01% new Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 570 shares; 2025Q1: 540 shares; 2025Q2: 481 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 449 shares 449 $217K 0.01% -8 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,322 shares; 2026Q1: 2,350 shares 2,350 $217K 0.01% +28 Timeline PRN 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: 2,090 shares; 2024Q4: 5,842 shares; 2025Q1: 5,662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,116 shares 1,116 $217K 0.01% new Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,222 shares; 2025Q1: 7,222 shares; 2025Q2: 7,222 shares; 2025Q3: 5,189 shares; 2025Q4: 5,539 shares; 2026Q1: 4,423 shares 4,423 $216K 0.01% -1,116 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,409 shares; 2025Q1: 7,954 shares; 2025Q2: 4,798 shares; 2025Q3: 9,838 shares; 2025Q4: 9,810 shares; 2026Q1: 4,818 shares 4,818 $216K 0.01% -4,992 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,610 shares; 2025Q1: 19,760 shares; 2025Q2: 17,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares 14,500 $215K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,271 shares; 2026Q1: 2,993 shares 2,993 $215K 0.01% -278 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: 5,505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,195 shares 1,195 $215K 0.01% new 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: 9,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,319 shares; 2026Q1: 2,952 shares 2,952 $214K 0.01% -367 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,059 shares 8,059 $214K 0.01% new Timeline IWY 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: 1,959 shares; 2025Q1: 1,065 shares; 2025Q2: not reported; 2025Q3: 823 shares; 2025Q4: 919 shares; 2026Q1: 856 shares 856 $213K 0.01% -63 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,016 shares; 2025Q1: 6,388 shares; 2025Q2: 6,384 shares; 2025Q3: 6,163 shares; 2025Q4: 6,525 shares; 2026Q1: 3,535 shares 3,535 $212K 0.01% -2,990 Timeline ZMAR 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: 9,098 shares; 2025Q2: 9,098 shares; 2025Q3: 8,153 shares; 2025Q4: 8,153 shares; 2026Q1: 7,683 shares 7,683 $212K 0.01% -470 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,141 shares; 2025Q4: 12,798 shares; 2026Q1: 11,014 shares 11,014 $212K 0.01% -1,784 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,858 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares 1,862 $212K 0.01% 0 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: 1,630 shares; 2024Q4: 2,004 shares; 2025Q1: 1,146 shares; 2025Q2: 1,128 shares; 2025Q3: 1,127 shares; 2025Q4: 1,050 shares; 2026Q1: 780 shares 780 $211K 0.01% -270 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: not reported; 2024Q4: 3,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,873 shares; 2026Q1: 2,986 shares 2,986 $211K 0.01% +113 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,584 shares; 2025Q1: 7,784 shares; 2025Q2: 8,284 shares; 2025Q3: 6,384 shares; 2025Q4: not reported; 2026Q1: 6,347 shares 6,347 $211K 0.01% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,299 shares 3,299 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,196 shares 4,196 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 2,196 shares 2,196 $210K 0.01% +125 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,497 shares; 2025Q3: not reported; 2025Q4: 7,377 shares; 2026Q1: 7,945 shares 7,945 $209K 0.01% +568 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,682 shares; 2025Q4: 3,632 shares; 2026Q1: 3,617 shares 3,617 $208K 0.01% -15 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,872 shares; 2025Q1: 2,130 shares; 2025Q2: not reported; 2025Q3: 1,752 shares; 2025Q4: not reported; 2026Q1: 1,456 shares 1,456 $207K 0.01% new Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,016 shares 4,016 $207K 0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: 969 shares; 2025Q2: 837 shares; 2025Q3: 902 shares; 2025Q4: 911 shares; 2026Q1: 919 shares 919 $206K 0.01% +8 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,193 shares; 2026Q1: 3,982 shares 3,982 $206K 0.01% -211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,306 shares; 2026Q1: 2,597 shares 2,597 $206K 0.01% -709 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,676 shares 1,676 $204K 0.01% new Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 10,747 shares; 2025Q1: 7,747 shares; 2025Q2: 6,947 shares; 2025Q3: 6,947 shares; 2025Q4: not reported; 2026Q1: 6,052 shares 6,052 $204K 0.01% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,967 shares 9,967 $203K 0.01% new 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: 2,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 973 shares 973 $203K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,718 shares 2,718 $202K 0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,029 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,053 shares 2,053 $202K 0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,094 shares; 2024Q4: 313,094 shares; 2025Q1: 313,094 shares; 2025Q2: 323,094 shares; 2025Q3: 10,720 shares; 2025Q4: 10,750 shares; 2026Q1: 10,767 shares 10,767 $201K 0.01% +17 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,465 shares; 2024Q4: 25,575 shares; 2025Q1: 33,321 shares; 2025Q2: 32,791 shares; 2025Q3: 28,077 shares; 2025Q4: 19,726 shares; 2026Q1: 18,886 shares 18,886 $201K 0.01% -840 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 14,695 shares; 2025Q1: 22,468 shares; 2025Q2: 27,424 shares; 2025Q3: 10,646 shares; 2025Q4: 15,515 shares; 2026Q1: 12,621 shares 12,621 $189K 0.01% -2,894 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: 19,100 shares 19,100 $173K 0.01% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,134 shares; 2025Q1: 25,420 shares; 2025Q2: 24,293 shares; 2025Q3: 20,721 shares; 2025Q4: 18,820 shares; 2026Q1: 11,634 shares 11,634 $167K 0.01% -7,186 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,157 shares; 2024Q4: 31,958 shares; 2025Q1: 17,107 shares; 2025Q2: 17,107 shares; 2025Q3: 16,691 shares; 2025Q4: 17,421 shares; 2026Q1: 17,097 shares 17,097 $165K 0.01% -324 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 27,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,062 shares; 2026Q1: 11,062 shares 11,062 $165K 0.01% 0 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,557 shares; 2026Q1: 13,609 shares 13,609 $159K 0.01% -948 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $158K 0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,827 shares; 2025Q4: 11,899 shares; 2026Q1: 16,655 shares 16,655 $150K 0.01% +4,756 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,032 shares 10,032 $148K 0.01% new Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,630 shares; 2025Q4: 12,130 shares; 2026Q1: 11,430 shares 11,430 $148K 0.01% -700 Timeline ELTX ELICIO THERAPEUTICS INC More: the full row for ELICIO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,800 shares 13,800 $148K 0.01% new Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $145K 0.01% 0 Timeline XNET XUNLEI LTD More: the full row for XUNLEI 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: 77,758 shares; 2025Q4: 23,013 shares; 2026Q1: 24,893 shares 24,893 $138K 0.01% +1,880 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,733 shares; 2025Q1: 15,240 shares; 2025Q2: not reported; 2025Q3: 10,457 shares; 2025Q4: 10,466 shares; 2026Q1: 10,474 shares 10,474 $133K 0.01% +8 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,736 shares; 2026Q1: 11,005 shares 11,005 $129K 0.01% -10,731 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,264 shares 10,264 $128K 0.01% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,345 shares 17,345 $119K 0.01% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,855 shares; 2025Q1: 22,367 shares; 2025Q2: 15,672 shares; 2025Q3: 15,610 shares; 2025Q4: 13,760 shares; 2026Q1: 19,260 shares 19,260 $118K 0.01% +5,500 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,744 shares 10,744 $116K 0.01% new Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,730 shares; 2025Q3: 21,730 shares; 2025Q4: 22,671 shares; 2026Q1: 26,585 shares 26,585 $114K 0.01% +3,914 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 30,007 shares 30,007 $106K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,065 shares; 2026Q1: 12,108 shares 12,108 $105K <0.01% +43 Timeline FSOL FIDELITY SOLANA FD More: the full row for FIDELITY SOLANA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,728 shares 10,728 $105K <0.01% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,198 shares; 2025Q1: 14,599 shares; 2025Q2: 14,599 shares; 2025Q3: 14,599 shares; 2025Q4: 14,599 shares; 2026Q1: 14,599 shares 14,599 $99.9K <0.01% 0 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,807 shares; 2025Q4: 16,462 shares; 2026Q1: 16,648 shares 16,648 $79.7K <0.01% +186 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 23,095 shares; 2025Q4: 14,813 shares; 2026Q1: 16,430 shares 16,430 $76.9K <0.01% +1,617 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,946 shares; 2025Q1: 14,473 shares; 2025Q2: 14,473 shares; 2025Q3: 13,401 shares; 2025Q4: 10,830 shares; 2026Q1: 12,420 shares 12,420 $69.6K <0.01% +1,590 Timeline FHTX FOGHORN THERAPEUTICS INC More: the full row for FOGHORN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $59.8K <0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,736 shares 15,736 $59.2K <0.01% new Timeline DWSN DAWSON GEOPHYSICAL CO NEW More: the full row for DAWSON GEOPHYSICAL CO 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: 14,035 shares 14,035 $48.6K <0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,643 shares; 2025Q2: 125,136 shares; 2025Q3: 110,023 shares; 2025Q4: 13,177 shares; 2026Q1: 13,790 shares 13,790 $48.5K <0.01% +613 Timeline ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,000 shares; 2025Q1: 37,000 shares; 2025Q2: 36,000 shares; 2025Q3: not reported; 2025Q4: 52,000 shares; 2026Q1: 52,000 shares 52,000 $40.6K <0.01% 0 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is 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: 13,509 shares 13,509 $32K <0.01% new Timeline CMCT CREATIVE MEDIA & CMNTY TR More: the full row for CREATIVE MEDIA & CMNTY 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: 40,983 shares 40,983 $25.2K <0.01% new Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $18.9K <0.01% 0 Timeline BZFD BUZZFEED INC More: the full row for BUZZFEED 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: 20,000 shares 20,000 $12.2K <0.01% new Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,955 shares 11,955 $11.1K <0.01% new Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,148 shares 11,148 $10.9K <0.01% new Timeline