PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 13,139 shares; 2025Q1: 13,139 shares; 2025Q2: 13,139 shares; 2025Q3: 9,863 shares; 2025Q4: 9,863 shares; 2026Q1: 9,558 shares 9,558 $391K 0.02% -305 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 1,460 shares; 2025Q3: 1,538 shares; 2025Q4: 1,335 shares; 2026Q1: 2,667 shares 2,667 $390K 0.02% +1,332 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,675 shares; 2025Q1: 1,667 shares; 2025Q2: 1,604 shares; 2025Q3: 1,602 shares; 2025Q4: 1,608 shares; 2026Q1: 1,618 shares 1,618 $387K 0.02% +10 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 8,332 shares; 2025Q1: 6,170 shares; 2025Q2: 6,238 shares; 2025Q3: 7,641 shares; 2025Q4: 7,721 shares; 2026Q1: 7,646 shares 7,646 $387K 0.02% -75 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: 13,259 shares; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 13,259 shares; 2025Q3: 13,259 shares; 2025Q4: 13,259 shares; 2026Q1: 15,821 shares 15,821 $386K 0.02% +2,562 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: 26,475 shares; 2024Q4: 22,507 shares; 2025Q1: 23,022 shares; 2025Q2: 22,867 shares; 2025Q3: 21,620 shares; 2025Q4: 23,135 shares; 2026Q1: 22,545 shares 22,545 $386K 0.02% -590 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: 14,610 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares; 2025Q4: 3,813 shares; 2026Q1: 3,813 shares 3,813 $384K 0.02% 0 Timeline RSPH 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: 12,703 shares; 2024Q4: 12,704 shares; 2025Q1: 12,704 shares; 2025Q2: 12,705 shares; 2025Q3: 12,705 shares; 2025Q4: 12,705 shares; 2026Q1: 12,706 shares 12,706 $384K 0.02% +1 Timeline VRIG 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: 18,150 shares; 2025Q2: 18,150 shares; 2025Q3: 16,650 shares; 2025Q4: 16,050 shares; 2026Q1: 15,050 shares 15,050 $377K 0.02% -1,000 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,545 shares; 2025Q1: 11,545 shares; 2025Q2: 13,064 shares; 2025Q3: 13,351 shares; 2025Q4: 14,057 shares; 2026Q1: 15,543 shares 15,543 $377K 0.02% +1,486 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,401 shares; 2025Q1: 1,443 shares; 2025Q2: 1,597 shares; 2025Q3: 1,917 shares; 2025Q4: 1,863 shares; 2026Q1: 1,962 shares 1,962 $376K 0.02% +99 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 4,698 shares; 2025Q1: 4,667 shares; 2025Q2: 4,664 shares; 2025Q3: 4,673 shares; 2025Q4: 4,673 shares; 2026Q1: 4,673 shares 4,673 $374K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,258 shares; 2025Q1: 9,270 shares; 2025Q2: 9,052 shares; 2025Q3: 10,539 shares; 2025Q4: 9,874 shares; 2026Q1: 9,875 shares 9,875 $374K 0.02% +1 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: 11,609 shares; 2024Q4: 12,254 shares; 2025Q1: 15,570 shares; 2025Q2: 16,718 shares; 2025Q3: 8,008 shares; 2025Q4: 7,313 shares; 2026Q1: 10,137 shares 10,137 $373K 0.02% +2,824 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,244 shares 3,244 $373K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 781 shares; 2026Q1: 929 shares 929 $368K 0.02% +148 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,252 shares; 2025Q1: 2,205 shares; 2025Q2: 6,634 shares; 2025Q3: 6,348 shares; 2025Q4: 6,552 shares; 2026Q1: 5,481 shares 5,481 $368K 0.02% -1,071 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 8,067 shares; 2025Q1: 8,629 shares; 2025Q2: 10,007 shares; 2025Q3: 16,819 shares; 2025Q4: 12,156 shares; 2026Q1: 9,554 shares 9,554 $367K 0.02% -2,602 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,889 shares; 2025Q1: 6,991 shares; 2025Q2: 7,452 shares; 2025Q3: 7,303 shares; 2025Q4: 7,213 shares; 2026Q1: 7,216 shares 7,216 $367K 0.02% +3 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: not reported; 2025Q2: 23,563 shares; 2025Q3: 23,544 shares; 2025Q4: 24,134 shares; 2026Q1: 25,972 shares 25,972 $366K 0.02% +1,838 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,412 shares; 2025Q1: 4,471 shares; 2025Q2: 5,010 shares; 2025Q3: 5,108 shares; 2025Q4: 4,063 shares; 2026Q1: 3,579 shares 3,579 $366K 0.02% -484 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 4,784 shares; 2025Q1: 4,784 shares; 2025Q2: 4,870 shares; 2025Q3: 4,794 shares; 2025Q4: 4,786 shares; 2026Q1: 4,786 shares 4,786 $362K 0.02% 0 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: 2,672 shares; 2025Q1: not reported; 2025Q2: 3,547 shares; 2025Q3: 3,594 shares; 2025Q4: 3,776 shares; 2026Q1: 3,914 shares 3,914 $360K 0.02% +138 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 10,153 shares; 2025Q1: 8,735 shares; 2025Q2: 8,257 shares; 2025Q3: 8,098 shares; 2025Q4: 8,098 shares; 2026Q1: 7,660 shares 7,660 $360K 0.02% -438 Timeline BLV 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: 4,564 shares; 2024Q4: 4,545 shares; 2025Q1: 4,566 shares; 2025Q2: 4,589 shares; 2025Q3: 4,562 shares; 2025Q4: 4,507 shares; 2026Q1: 5,210 shares 5,210 $358K 0.02% +703 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,365 shares; 2025Q1: 1,499 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares 1,305 $357K 0.02% 0 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: 6,488 shares; 2024Q4: 6,107 shares; 2025Q1: 4,527 shares; 2025Q2: 3,928 shares; 2025Q3: 2,744 shares; 2025Q4: 2,586 shares; 2026Q1: 2,545 shares 2,545 $355K 0.02% -41 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,663 shares; 2025Q2: 7,663 shares; 2025Q3: 8,458 shares; 2025Q4: 7,663 shares; 2026Q1: 7,663 shares 7,663 $354K 0.02% 0 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: 2,006 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 1,966 shares; 2025Q3: 2,070 shares; 2025Q4: 2,095 shares; 2026Q1: 2,315 shares 2,315 $354K 0.02% +220 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 13,112 shares; 2025Q3: 12,249 shares; 2025Q4: 12,249 shares; 2026Q1: 13,818 shares 13,818 $353K 0.02% +1,569 Timeline RFFC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 5,316 shares; 2025Q1: 5,316 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares; 2026Q1: 5,316 shares 5,316 $353K 0.02% 0 Timeline SLYG 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: 2,640 shares; 2025Q3: 2,985 shares; 2025Q4: 3,324 shares; 2026Q1: 3,632 shares 3,632 $351K 0.02% +308 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 897 shares; 2026Q1: 1,223 shares 1,223 $351K 0.02% +326 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,284 shares; 2025Q1: 1,020 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 1,066 shares; 2026Q1: 857 shares 857 $349K 0.02% -209 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,015 shares; 2024Q4: 12,015 shares; 2025Q1: 11,696 shares; 2025Q2: 10,905 shares; 2025Q3: 7,112 shares; 2025Q4: 7,112 shares; 2026Q1: 6,861 shares 6,861 $349K 0.02% -251 Timeline EDV 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: 10,860 shares; 2024Q4: 6,495 shares; 2025Q1: 5,778 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares; 2026Q1: 5,354 shares 5,354 $348K 0.02% -424 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,009 shares; 2025Q3: 12,494 shares; 2025Q4: 13,709 shares; 2026Q1: 15,882 shares 15,882 $348K 0.02% +2,173 Timeline VMI VALMONT INDS INC More: the full row for VALMONT 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: 626 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares 864 $345K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,889 shares; 2025Q1: 5,801 shares; 2025Q2: 5,794 shares; 2025Q3: 5,866 shares; 2025Q4: 7,354 shares; 2026Q1: 7,629 shares 7,629 $345K 0.02% +275 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,105 shares; 2024Q4: 20,305 shares; 2025Q1: 20,305 shares; 2025Q2: 8,080 shares; 2025Q3: 7,490 shares; 2025Q4: 7,490 shares; 2026Q1: 7,490 shares 7,490 $344K 0.02% 0 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: 6,244 shares; 2024Q4: 6,250 shares; 2025Q1: 7,320 shares; 2025Q2: 7,692 shares; 2025Q3: 6,664 shares; 2025Q4: 6,870 shares; 2026Q1: 7,342 shares 7,342 $341K 0.02% +472 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: 4,639 shares; 2024Q4: 4,639 shares; 2025Q1: 4,565 shares; 2025Q2: 3,989 shares; 2025Q3: 4,018 shares; 2025Q4: 4,076 shares; 2026Q1: 4,076 shares 4,076 $336K 0.02% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,451 shares; 2024Q4: 10,551 shares; 2025Q1: 10,551 shares; 2025Q2: 10,151 shares; 2025Q3: 7,901 shares; 2025Q4: 7,831 shares; 2026Q1: 7,506 shares 7,506 $335K 0.02% -325 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,566 shares; 2025Q3: 5,007 shares; 2025Q4: 4,396 shares; 2026Q1: 2,113 shares 2,113 $334K 0.02% -2,283 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,399 shares; 2025Q1: 1,370 shares; 2025Q2: 1,371 shares; 2025Q3: 1,451 shares; 2025Q4: 1,447 shares; 2026Q1: 1,472 shares 1,472 $332K 0.02% +25 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,858 shares 2,858 $331K 0.02% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 9,196 shares; 2025Q1: 9,098 shares; 2025Q2: 9,493 shares; 2025Q3: 8,930 shares; 2025Q4: 8,930 shares; 2026Q1: 8,963 shares 8,963 $330K 0.02% +33 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,030 shares; 2025Q1: 5,995 shares; 2025Q2: 6,077 shares; 2025Q3: 6,225 shares; 2025Q4: 6,345 shares; 2026Q1: 6,230 shares 6,230 $329K 0.02% -115 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: 4,221 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,210 shares; 2026Q1: 3,210 shares 3,210 $328K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,006 shares; 2025Q1: 4,108 shares; 2025Q2: 4,182 shares; 2025Q3: 4,131 shares; 2025Q4: 4,161 shares; 2026Q1: 4,485 shares 4,485 $328K 0.02% +324 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 928 shares; 2025Q1: 1,357 shares; 2025Q2: 1,575 shares; 2025Q3: 1,487 shares; 2025Q4: 1,293 shares; 2026Q1: 1,200 shares 1,200 $327K 0.02% -93 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 5,259 shares; 2025Q1: 5,469 shares; 2025Q2: 5,493 shares; 2025Q3: 4,971 shares; 2025Q4: 4,795 shares; 2026Q1: 4,561 shares 4,561 $325K 0.02% -234 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 14,709 shares; 2025Q1: 14,769 shares; 2025Q2: 14,815 shares; 2025Q3: 14,931 shares; 2025Q4: 15,490 shares; 2026Q1: 15,112 shares 15,112 $325K 0.02% -378 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,151 shares; 2025Q2: 1,154 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,142 shares 1,142 $324K 0.02% -31 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,426 shares; 2024Q4: 13,420 shares; 2025Q1: 12,510 shares; 2025Q2: 12,483 shares; 2025Q3: 11,365 shares; 2025Q4: 10,199 shares; 2026Q1: 10,199 shares 10,199 $322K 0.02% 0 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: 4,315 shares; 2024Q4: 4,280 shares; 2025Q1: 3,528 shares; 2025Q2: 2,194 shares; 2025Q3: 1,856 shares; 2025Q4: 1,498 shares; 2026Q1: 1,510 shares 1,510 $320K 0.02% +12 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,991 shares; 2025Q1: 2,265 shares; 2025Q2: 2,600 shares; 2025Q3: 2,904 shares; 2025Q4: 2,964 shares; 2026Q1: 2,699 shares 2,699 $320K 0.02% -265 Timeline VYMI 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: 2,889 shares; 2025Q4: 3,083 shares; 2026Q1: 3,395 shares 3,395 $320K 0.02% +312 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,657 shares; 2025Q1: 1,687 shares; 2025Q2: 1,971 shares; 2025Q3: 1,121 shares; 2025Q4: 1,351 shares; 2026Q1: 1,836 shares 1,836 $318K 0.02% +485 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares; 2026Q1: 2,058 shares 2,058 $318K 0.02% 0 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,998 shares 10,998 $316K 0.02% new Timeline FLJP 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: 7,629 shares; 2024Q4: 7,742 shares; 2025Q1: 7,545 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 7,854 shares; 2026Q1: 8,664 shares 8,664 $313K 0.02% +810 Timeline TOLZ 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: 7,449 shares; 2024Q4: 7,300 shares; 2025Q1: 6,920 shares; 2025Q2: 6,706 shares; 2025Q3: 6,396 shares; 2025Q4: 5,327 shares; 2026Q1: 5,222 shares 5,222 $313K 0.02% -105 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: 1,764 shares; 2024Q4: 1,575 shares; 2025Q1: 1,729 shares; 2025Q2: 1,700 shares; 2025Q3: 1,758 shares; 2025Q4: 1,688 shares; 2026Q1: 1,582 shares 1,582 $313K 0.02% -106 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: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 7,520 shares; 2025Q2: 9,250 shares; 2025Q3: 9,160 shares; 2025Q4: 9,160 shares; 2026Q1: 7,406 shares 7,406 $309K 0.02% -1,754 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 5,279 shares; 2025Q1: 5,179 shares; 2025Q2: 5,232 shares; 2025Q3: 5,162 shares; 2025Q4: 5,221 shares; 2026Q1: 5,427 shares 5,427 $308K 0.02% +206 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,257 shares; 2024Q4: 57,257 shares; 2025Q1: 57,257 shares; 2025Q2: 57,257 shares; 2025Q3: 53,771 shares; 2025Q4: 45,771 shares; 2026Q1: 40,838 shares 40,838 $307K 0.02% -4,933 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: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,519 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,282 shares; 2026Q1: 1,311 shares 1,311 $307K 0.02% +29 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 608 shares; 2025Q4: 599 shares; 2026Q1: 735 shares 735 $306K 0.02% +136 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: 3,749 shares; 2024Q4: 2,029 shares; 2025Q1: 2,052 shares; 2025Q2: 2,191 shares; 2025Q3: 2,352 shares; 2025Q4: 2,171 shares; 2026Q1: 2,253 shares 2,253 $305K 0.02% +82 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares; 2026Q1: 1,076 shares 1,076 $304K 0.02% +9 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,194 shares; 2024Q4: 15,612 shares; 2025Q1: 15,612 shares; 2025Q2: 15,612 shares; 2025Q3: 15,612 shares; 2025Q4: 14,812 shares; 2026Q1: 14,812 shares 14,812 $302K 0.02% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,580 shares; 2025Q4: 1,680 shares; 2026Q1: 1,553 shares 1,553 $302K 0.02% -127 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,469 shares; 2025Q2: 9,442 shares; 2025Q3: 9,194 shares; 2025Q4: 7,895 shares; 2026Q1: 8,652 shares 8,652 $302K 0.02% +757 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,055 shares; 2025Q4: 9,149 shares; 2026Q1: 11,865 shares 11,865 $301K 0.02% +2,716 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,383 shares; 2026Q1: 11,884 shares 11,884 $300K 0.02% +1,501 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,039 shares 4,039 $299K 0.02% new Timeline POCT 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: 10,406 shares; 2024Q4: 9,166 shares; 2025Q1: 8,991 shares; 2025Q2: 8,250 shares; 2025Q3: 8,484 shares; 2025Q4: 8,484 shares; 2026Q1: 6,924 shares 6,924 $298K 0.02% -1,560 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,700 shares 3,700 $298K 0.02% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,625 shares 1,625 $297K 0.02% +500 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares 272 $297K 0.02% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,683 shares; 2026Q1: 2,231 shares 2,231 $297K 0.02% +548 Timeline IEO 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: 2,199 shares; 2025Q4: not reported; 2026Q1: 2,369 shares 2,369 $296K 0.02% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 5,995 shares; 2025Q1: 7,499 shares; 2025Q2: 8,803 shares; 2025Q3: 8,737 shares; 2025Q4: 4,852 shares; 2026Q1: 6,979 shares 6,979 $295K 0.02% +2,127 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,225 shares; 2024Q4: 15,076 shares; 2025Q1: 16,720 shares; 2025Q2: 10,805 shares; 2025Q3: 7,989 shares; 2025Q4: 6,233 shares; 2026Q1: 6,060 shares 6,060 $295K 0.02% -173 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 14,724 shares; 2025Q1: 10,703 shares; 2025Q2: 11,542 shares; 2025Q3: 10,843 shares; 2025Q4: 11,652 shares; 2026Q1: 11,478 shares 11,478 $294K 0.02% -174 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,950 shares; 2025Q4: 5,961 shares; 2026Q1: 5,953 shares 5,953 $291K 0.02% -8 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR 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: 2,409 shares; 2025Q4: 2,409 shares; 2026Q1: 2,445 shares 2,445 $289K 0.02% +36 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,685 shares; 2024Q4: 83,083 shares; 2025Q1: 93,423 shares; 2025Q2: 81,765 shares; 2025Q3: 19,342 shares; 2025Q4: 18,939 shares; 2026Q1: 16,652 shares 16,652 $288K 0.02% -2,287 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: 1,942 shares; 2026Q1: 1,991 shares 1,991 $288K 0.02% +49 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: 1,760 shares; 2024Q4: 1,490 shares; 2025Q1: 1,540 shares; 2025Q2: 1,604 shares; 2025Q3: 2,022 shares; 2025Q4: 1,901 shares; 2026Q1: 1,909 shares 1,909 $288K 0.02% +8 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,111 shares; 2026Q1: 12,179 shares 12,179 $286K 0.02% +3,068 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,930 shares; 2025Q1: 4,933 shares; 2025Q2: 5,562 shares; 2025Q3: 16,728 shares; 2025Q4: 15,580 shares; 2026Q1: 8,615 shares 8,615 $286K 0.02% -6,965 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 8,873 shares; 2025Q1: 9,213 shares; 2025Q2: 9,112 shares; 2025Q3: 8,758 shares; 2025Q4: 6,963 shares; 2026Q1: 3,050 shares 3,050 $285K 0.02% -3,913 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: 7,028 shares; 2024Q4: 6,683 shares; 2025Q1: 8,833 shares; 2025Q2: 6,912 shares; 2025Q3: 6,855 shares; 2025Q4: 5,968 shares; 2026Q1: 5,387 shares 5,387 $285K 0.02% -581 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: 418 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 549 shares; 2025Q4: 560 shares; 2026Q1: 667 shares 667 $284K 0.02% +107 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,376 shares; 2025Q4: 5,432 shares; 2026Q1: 5,490 shares 5,490 $280K 0.02% +58 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 19,294 shares; 2025Q1: 22,884 shares; 2025Q2: 14,324 shares; 2025Q3: 14,888 shares; 2025Q4: 14,350 shares; 2026Q1: 10,508 shares 10,508 $280K 0.02% -3,842 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182 shares; 2026Q1: 1,302 shares 1,302 $279K 0.02% +120 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: 11,287 shares; 2025Q2: 10,876 shares; 2025Q3: 9,386 shares; 2025Q4: 7,043 shares; 2026Q1: 6,847 shares 6,847 $277K 0.02% -196 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,040 shares; 2025Q3: 8,201 shares; 2025Q4: 9,116 shares; 2026Q1: 10,946 shares 10,946 $277K 0.02% +1,830 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,149 shares; 2025Q4: 10,898 shares; 2026Q1: 10,907 shares 10,907 $275K 0.02% +9 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,631 shares; 2024Q4: 5,634 shares; 2025Q1: 4,562 shares; 2025Q2: 4,565 shares; 2025Q3: 4,567 shares; 2025Q4: 4,570 shares; 2026Q1: 4,572 shares 4,572 $272K 0.02% +2 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,831 shares 2,831 $272K 0.02% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,810 shares; 2025Q1: 3,600 shares; 2025Q2: 3,378 shares; 2025Q3: 2,965 shares; 2025Q4: 2,770 shares; 2026Q1: 2,470 shares 2,470 $271K 0.02% -300 Timeline JPST 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: 4,147 shares; 2025Q1: 5,284 shares; 2025Q2: not reported; 2025Q3: 4,063 shares; 2025Q4: 4,977 shares; 2026Q1: 5,347 shares 5,347 $271K 0.02% +370 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL 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: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 2,859 shares; 2026Q1: 3,019 shares 3,019 $269K 0.02% +160 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: 2,986 shares; 2024Q4: 2,993 shares; 2025Q1: 2,999 shares; 2025Q2: 3,003 shares; 2025Q3: 3,008 shares; 2025Q4: 2,915 shares; 2026Q1: 2,916 shares 2,916 $269K 0.02% +1 Timeline FBK FB FINL CORP More: the full row for FB FINL 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: 5,184 shares 5,184 $269K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,864 shares 2,864 $268K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,056 shares; 2026Q1: 1,467 shares 1,467 $268K 0.02% +411 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: not reported; 2025Q1: 921 shares; 2025Q2: 914 shares; 2025Q3: 700 shares; 2025Q4: 705 shares; 2026Q1: 834 shares 834 $267K 0.02% +129 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares 3,830 $266K 0.02% 0 Timeline PDP 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: 2,190 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares 2,190 $264K 0.02% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC 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: 2,528 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,621 shares 3,621 $263K 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881 shares 881 $262K 0.02% new Timeline GAPR 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: 12,730 shares; 2025Q3: 11,980 shares; 2025Q4: 11,980 shares; 2026Q1: 6,480 shares 6,480 $262K 0.02% -5,500 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: not reported; 2025Q1: 2,570 shares; 2025Q2: 990 shares; 2025Q3: 1,183 shares; 2025Q4: 1,167 shares; 2026Q1: 1,321 shares 1,321 $262K 0.02% +154 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,409 shares 4,409 $262K 0.02% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,140 shares 1,140 $260K 0.02% +64 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: 4,055 shares 4,055 $260K 0.02% new Timeline EZM 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: 3,153 shares; 2025Q4: 3,532 shares; 2026Q1: 3,837 shares 3,837 $258K 0.02% +305 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: not reported; 2026Q1: 1,392 shares 1,392 $257K 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: 11,418 shares; 2024Q4: 11,205 shares; 2025Q1: 10,183 shares; 2025Q2: 9,177 shares; 2025Q3: 8,996 shares; 2025Q4: 8,476 shares; 2026Q1: 8,478 shares 8,478 $257K 0.02% +2 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,200 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares 34,000 $257K 0.02% 0 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: 363 shares 363 $255K 0.02% new Timeline IHF 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: 17,021 shares; 2024Q4: 16,959 shares; 2025Q1: 10,993 shares; 2025Q2: 10,338 shares; 2025Q3: 9,213 shares; 2025Q4: 7,063 shares; 2026Q1: 6,093 shares 6,093 $255K 0.02% -970 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 7,166 shares; 2025Q1: 6,999 shares; 2025Q2: 6,999 shares; 2025Q3: 7,453 shares; 2025Q4: 7,510 shares; 2026Q1: 7,678 shares 7,678 $255K 0.02% +168 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 11,471 shares; 2025Q1: 11,471 shares; 2025Q2: 11,471 shares; 2025Q3: 11,471 shares; 2025Q4: 11,471 shares; 2026Q1: 11,471 shares 11,471 $254K 0.02% 0 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,647 shares; 2024Q4: 90,618 shares; 2025Q1: 87,032 shares; 2025Q2: 86,026 shares; 2025Q3: 68,823 shares; 2025Q4: 63,759 shares; 2026Q1: 23,556 shares 23,556 $253K 0.02% -40,203 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,173 shares; 2025Q1: 9,913 shares; 2025Q2: 8,768 shares; 2025Q3: 7,322 shares; 2025Q4: 7,322 shares; 2026Q1: 5,910 shares 5,910 $252K 0.02% -1,412 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: not reported; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 4,515 shares; 2025Q3: 4,670 shares; 2025Q4: 4,670 shares; 2026Q1: 3,451 shares 3,451 $250K 0.02% -1,219 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,568 shares 2,568 $249K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 8,062 shares; 2025Q1: 8,748 shares; 2025Q2: 8,641 shares; 2025Q3: 8,862 shares; 2025Q4: 584 shares; 2026Q1: 540 shares 540 $249K 0.02% -44 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 15,814 shares; 2025Q2: 14,686 shares; 2025Q3: 14,768 shares; 2025Q4: 12,544 shares; 2026Q1: 6,128 shares 6,128 $249K 0.02% -6,416 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,368 shares; 2025Q4: 1,409 shares; 2026Q1: 1,422 shares 1,422 $248K 0.02% +13 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,628 shares; 2025Q3: 1,698 shares; 2025Q4: 1,651 shares; 2026Q1: 1,889 shares 1,889 $248K 0.02% +238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 776 shares; 2025Q4: 789 shares; 2026Q1: 811 shares 811 $247K 0.02% +22 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,309 shares; 2026Q1: 1,313 shares 1,313 $245K 0.02% +4 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 916 shares; 2025Q2: 864 shares; 2025Q3: 1,259 shares; 2025Q4: 1,216 shares; 2026Q1: 1,124 shares 1,124 $243K 0.02% -92 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611 shares 611 $243K 0.02% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,307 shares; 2025Q1: 4,519 shares; 2025Q2: 3,933 shares; 2025Q3: 3,034 shares; 2025Q4: 2,694 shares; 2026Q1: 2,359 shares 2,359 $242K 0.02% -335 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: 2,003 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,045 shares; 2025Q3: 2,078 shares; 2025Q4: 2,200 shares; 2026Q1: 1,931 shares 1,931 $242K 0.02% -269 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares; 2025Q4: 2,104 shares; 2026Q1: 2,186 shares 2,186 $242K 0.02% +82 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,047 shares; 2025Q1: 4,157 shares; 2025Q2: 4,173 shares; 2025Q3: 4,016 shares; 2025Q4: 4,044 shares; 2026Q1: 3,703 shares 3,703 $242K 0.02% -341 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,458 shares; 2025Q4: 3,467 shares; 2026Q1: 3,467 shares 3,467 $240K 0.01% 0 Timeline AVDV 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: 2,402 shares 2,402 $240K 0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,382 shares 2,382 $240K 0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,876 shares; 2024Q4: 47,158 shares; 2025Q1: 43,612 shares; 2025Q2: 43,977 shares; 2025Q3: 41,422 shares; 2025Q4: 29,434 shares; 2026Q1: 29,105 shares 29,105 $240K 0.01% -329 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares 2,520 $239K 0.01% 0 Timeline OCS OCULIS HOLDING AG More: the full row for OCULIS HOLDING 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: not reported; 2025Q4: not reported; 2026Q1: 8,937 shares 8,937 $238K 0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,122 shares; 2025Q1: not reported; 2025Q2: 3,447 shares; 2025Q3: 4,092 shares; 2025Q4: 3,734 shares; 2026Q1: 3,641 shares 3,641 $237K 0.01% -93 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: 2,538 shares; 2024Q4: 10,322 shares; 2025Q1: 13,587 shares; 2025Q2: 16,054 shares; 2025Q3: 14,722 shares; 2025Q4: 12,925 shares; 2026Q1: 5,233 shares 5,233 $237K 0.01% -7,692 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: 2,305 shares; 2024Q4: 1,901 shares; 2025Q1: 1,984 shares; 2025Q2: 2,139 shares; 2025Q3: 2,226 shares; 2025Q4: 2,077 shares; 2026Q1: 1,874 shares 1,874 $237K 0.01% -203 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 13,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $236K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,144 shares 1,144 $236K 0.01% new Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,570 shares; 2024Q4: 8,570 shares; 2025Q1: 8,570 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 7,050 shares; 2026Q1: 7,050 shares 7,050 $236K 0.01% 0 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 6,945 shares; 2025Q1: 6,845 shares; 2025Q2: 6,845 shares; 2025Q3: 6,845 shares; 2025Q4: 6,845 shares; 2026Q1: 7,045 shares 7,045 $235K 0.01% +200 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: not reported; 2025Q1: 3,463 shares; 2025Q2: 4,029 shares; 2025Q3: 4,849 shares; 2025Q4: 4,650 shares; 2026Q1: 4,173 shares 4,173 $235K 0.01% -477 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 3,551 shares; 2025Q4: not reported; 2026Q1: 1,377 shares 1,377 $233K 0.01% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,648 shares; 2025Q1: 4,093 shares; 2025Q2: 3,965 shares; 2025Q3: 3,012 shares; 2025Q4: 2,962 shares; 2026Q1: 2,559 shares 2,559 $232K 0.01% -403 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares 482 $231K 0.01% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,183 shares; 2024Q4: 53,183 shares; 2025Q1: 53,000 shares; 2025Q2: 53,027 shares; 2025Q3: 53,064 shares; 2025Q4: 53,000 shares; 2026Q1: 53,000 shares 53,000 $230K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 3,548 shares; 2025Q1: 3,359 shares; 2025Q2: 2,990 shares; 2025Q3: 2,868 shares; 2025Q4: 2,108 shares; 2026Q1: 2,079 shares 2,079 $230K 0.01% -29 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: 10,646 shares; 2026Q1: 10,646 shares 10,646 $228K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,680 shares; 2025Q1: 2,718 shares; 2025Q2: 2,067 shares; 2025Q3: 1,958 shares; 2025Q4: 2,074 shares; 2026Q1: 2,136 shares 2,136 $228K 0.01% +62 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,208 shares; 2025Q1: 5,208 shares; 2025Q2: 5,187 shares; 2025Q3: 5,187 shares; 2025Q4: 4,737 shares; 2026Q1: 4,737 shares 4,737 $228K 0.01% 0 Timeline IQLT 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: 4,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,862 shares; 2025Q3: 4,990 shares; 2025Q4: 4,990 shares; 2026Q1: 4,933 shares 4,933 $228K 0.01% -57 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,717 shares; 2025Q2: 16,556 shares; 2025Q3: 15,445 shares; 2025Q4: 13,395 shares; 2026Q1: 11,985 shares 11,985 $227K 0.01% -1,410 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,141 shares; 2024Q4: 9,141 shares; 2025Q1: 9,441 shares; 2025Q2: 9,441 shares; 2025Q3: 9,441 shares; 2025Q4: 9,441 shares; 2026Q1: 9,441 shares 9,441 $226K 0.01% 0 Timeline UJAN 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: 7,842 shares; 2024Q4: 7,842 shares; 2025Q1: 7,842 shares; 2025Q2: 7,842 shares; 2025Q3: 5,312 shares; 2025Q4: 5,312 shares; 2026Q1: 5,312 shares 5,312 $226K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 823 shares 823 $226K 0.01% +104 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: 6,469 shares; 2024Q4: 6,376 shares; 2025Q1: 5,768 shares; 2025Q2: 5,563 shares; 2025Q3: 5,870 shares; 2025Q4: 5,028 shares; 2026Q1: 4,515 shares 4,515 $225K 0.01% -513 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: 974 shares; 2024Q4: 1,090 shares; 2025Q1: 1,398 shares; 2025Q2: 1,296 shares; 2025Q3: 1,452 shares; 2025Q4: 1,280 shares; 2026Q1: 520 shares 520 $225K 0.01% -760 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 571 shares 571 $224K 0.01% new Timeline QYLD 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: 13,025 shares; 2025Q1: 13,026 shares; 2025Q2: 13,026 shares; 2025Q3: 13,026 shares; 2025Q4: 13,027 shares; 2026Q1: 13,027 shares 13,027 $223K 0.01% 0 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: not reported; 2024Q4: 672 shares; 2025Q1: not reported; 2025Q2: 676 shares; 2025Q3: 834 shares; 2025Q4: 853 shares; 2026Q1: 803 shares 803 $223K 0.01% -50 Timeline ACEI 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: 9,577 shares 9,577 $222K 0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 767 shares; 2025Q4: not reported; 2026Q1: 760 shares 760 $220K 0.01% new Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,061 shares; 2025Q4: 11,766 shares; 2026Q1: 14,328 shares 14,328 $220K 0.01% +2,562 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,650 shares; 2025Q1: 1,685 shares; 2025Q2: 1,695 shares; 2025Q3: 1,706 shares; 2025Q4: 1,716 shares; 2026Q1: 1,720 shares 1,720 $220K 0.01% +4 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,176 shares; 2025Q1: 3,488 shares; 2025Q2: 3,613 shares; 2025Q3: 3,853 shares; 2025Q4: 3,385 shares; 2026Q1: 1,535 shares 1,535 $219K 0.01% -1,850 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003 shares; 2026Q1: 1,247 shares 1,247 $219K 0.01% +244 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,732 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,852 shares; 2026Q1: 4,257 shares 4,257 $219K 0.01% -1,595 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,217 shares; 2024Q4: 29,131 shares; 2025Q1: 25,993 shares; 2025Q2: 25,128 shares; 2025Q3: 21,443 shares; 2025Q4: 13,948 shares; 2026Q1: 12,221 shares 12,221 $218K 0.01% -1,727 Timeline UDIV 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: 5,545 shares; 2024Q4: 5,140 shares; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 4,925 shares; 2025Q4: 4,225 shares; 2026Q1: 4,225 shares 4,225 $218K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares 1,305 $216K 0.01% new Timeline IBTL 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: 10,384 shares; 2026Q1: 10,595 shares 10,595 $216K 0.01% +211 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,038 shares; 2025Q3: 8,171 shares; 2025Q4: 8,171 shares; 2026Q1: 8,171 shares 8,171 $215K 0.01% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,775 shares; 2026Q1: 10,186 shares 10,186 $213K 0.01% +411 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 713 shares 713 $213K 0.01% +46 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: not reported; 2025Q1: 1,692 shares; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 1,863 shares; 2026Q1: 1,992 shares 1,992 $211K 0.01% +129 Timeline SLYV 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: 2,360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,217 shares 2,217 $210K 0.01% new Timeline GJUL 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: 5,320 shares; 2025Q4: 5,320 shares; 2026Q1: 5,140 shares 5,140 $210K 0.01% -180 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,765 shares; 2025Q1: 9,624 shares; 2025Q2: 7,929 shares; 2025Q3: 4,067 shares; 2025Q4: 3,364 shares; 2026Q1: 3,738 shares 3,738 $209K 0.01% +374 Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: 12,560 shares; 2025Q1: 12,560 shares; 2025Q2: 12,560 shares; 2025Q3: 12,560 shares; 2025Q4: 12,560 shares; 2026Q1: 12,560 shares 12,560 $208K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,087 shares; 2025Q1: 4,337 shares; 2025Q2: 3,859 shares; 2025Q3: 4,163 shares; 2025Q4: 4,021 shares; 2026Q1: 3,145 shares 3,145 $208K 0.01% -876 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: not reported; 2025Q1: 2,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,304 shares; 2026Q1: 2,305 shares 2,305 $208K 0.01% +1 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,803 shares 2,803 $207K 0.01% new Timeline THO THOR INDS INC More: the full row for THOR 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: 1,998 shares; 2025Q4: 1,961 shares; 2026Q1: 2,592 shares 2,592 $207K 0.01% +631 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,465 shares; 2025Q1: 5,465 shares; 2025Q2: 6,165 shares; 2025Q3: 6,178 shares; 2025Q4: 5,493 shares; 2026Q1: 5,511 shares 5,511 $206K 0.01% +18 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 2,980 shares 2,980 $206K 0.01% new Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares 1,112 $205K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 876 shares 876 $204K 0.01% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,492 shares; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,492 shares 2,492 $203K 0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 5,573 shares; 2025Q1: 4,623 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,043 shares; 2026Q1: 3,301 shares 3,301 $203K 0.01% +258 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,770 shares; 2025Q1: not reported; 2025Q2: 2,520 shares; 2025Q3: 2,340 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240 $203K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,065 shares; 2025Q4: 3,348 shares; 2026Q1: 3,107 shares 3,107 $203K 0.01% -241 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,498 shares; 2025Q1: 1,442 shares; 2025Q2: 1,326 shares; 2025Q3: 1,220 shares; 2025Q4: 1,215 shares; 2026Q1: 1,167 shares 1,167 $202K 0.01% -48 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,072 shares; 2025Q4: 1,070 shares; 2026Q1: 853 shares 853 $202K 0.01% -217 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: 34,136 shares; 2024Q4: 34,136 shares; 2025Q1: 34,136 shares; 2025Q2: 32,788 shares; 2025Q3: 30,396 shares; 2025Q4: 29,440 shares; 2026Q1: 29,440 shares 29,440 $201K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,379 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,404 shares 2,404 $201K 0.01% new Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,209 shares; 2024Q4: 16,209 shares; 2025Q1: 16,209 shares; 2025Q2: 16,209 shares; 2025Q3: 16,209 shares; 2025Q4: 16,209 shares; 2026Q1: 16,209 shares 16,209 $201K 0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 19,527 shares; 2025Q1: 19,527 shares; 2025Q2: 19,527 shares; 2025Q3: 18,227 shares; 2025Q4: 18,227 shares; 2026Q1: 18,227 shares 18,227 $198K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,219 shares 12,219 $191K 0.01% new Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,200 shares; 2024Q4: 31,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 40,400 shares; 2025Q4: 40,400 shares; 2026Q1: 40,400 shares 40,400 $186K 0.01% 0 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,012 shares; 2024Q4: 16,012 shares; 2025Q1: 16,012 shares; 2025Q2: 16,012 shares; 2025Q3: 16,012 shares; 2025Q4: 16,012 shares; 2026Q1: 16,012 shares 16,012 $159K 0.01% 0 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,444 shares; 2026Q1: 13,544 shares 13,544 $156K 0.01% +100 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,766 shares; 2024Q4: 33,928 shares; 2025Q1: 31,765 shares; 2025Q2: 28,059 shares; 2025Q3: 17,793 shares; 2025Q4: 16,423 shares; 2026Q1: 12,109 shares 12,109 $149K 0.01% -4,314 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: 32,940 shares; 2024Q4: 37,940 shares; 2025Q1: 42,940 shares; 2025Q2: 44,440 shares; 2025Q3: 24,900 shares; 2025Q4: 17,500 shares; 2026Q1: 16,500 shares 16,500 $149K 0.01% -1,000 Timeline KBWD 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: 21,264 shares; 2024Q4: 20,376 shares; 2025Q1: 18,269 shares; 2025Q2: 18,221 shares; 2025Q3: 14,879 shares; 2025Q4: 11,836 shares; 2026Q1: 11,822 shares 11,822 $148K 0.01% -14 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,308 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 150,000 shares 150,000 $94.9K 0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,509 shares 12,509 $88.7K 0.01% new Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 11,000 shares 11,000 $71K <0.01% new 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: not reported; 2024Q4: 14,834 shares; 2025Q1: 16,439 shares; 2025Q2: 18,993 shares; 2025Q3: 21,746 shares; 2025Q4: 16,988 shares; 2026Q1: 13,430 shares 13,430 $68.5K <0.01% -3,558 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11,625 shares; 2025Q1: 11,625 shares; 2025Q2: 11,625 shares; 2025Q3: 11,625 shares; 2025Q4: 11,625 shares; 2026Q1: 11,625 shares 11,625 $66.4K <0.01% 0 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,010 shares; 2026Q1: 15,028 shares 15,028 $33.5K <0.01% +18 Timeline