LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,533 shares; 2025Q2: 23,784 shares; 2025Q3: 24,334 shares; 2025Q4: 24,192 shares; 2026Q1: 24,104 shares 24,104 $3.68M 0.01% -88 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 7,794 shares; 2025Q1: 16,064 shares; 2025Q2: 8,471 shares; 2025Q3: 11,533 shares; 2025Q4: 11,653 shares; 2026Q1: 18,517 shares 18,517 $3.65M 0.01% +6,864 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 253,280 shares 253,280 $3.64M 0.01% 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: 43,003 shares; 2024Q4: 29,691 shares; 2025Q1: 42,157 shares; 2025Q2: 44,049 shares; 2025Q3: 59,962 shares; 2025Q4: 59,575 shares; 2026Q1: 79,376 shares 79,376 $3.59M 0.01% +19,801 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 216,137 shares 216,137 $3.59M 0.01% new 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: not reported; 2025Q4: 9,196 shares; 2026Q1: 171,932 shares 171,932 $3.52M 0.01% +162,736 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,468 shares; 2025Q4: 71,761 shares; 2026Q1: 71,149 shares 71,149 $3.51M 0.01% -612 Timeline DDLS 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: 72,074 shares; 2025Q4: 75,753 shares; 2026Q1: 80,622 shares 80,622 $3.5M 0.01% +4,869 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: 20,161 shares; 2024Q4: 20,160 shares; 2025Q1: 19,654 shares; 2025Q2: 20,149 shares; 2025Q3: 20,149 shares; 2025Q4: 20,171 shares; 2026Q1: 53,565 shares 53,565 $3.49M 0.01% +33,394 Timeline VTHR 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: 1,426 shares; 2024Q4: 12,434 shares; 2025Q1: 12,532 shares; 2025Q2: 12,533 shares; 2025Q3: 11,580 shares; 2025Q4: 11,451 shares; 2026Q1: 12,126 shares 12,126 $3.49M 0.01% +675 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,100 shares; 2025Q3: 190,374 shares; 2025Q4: 182,227 shares; 2026Q1: 164,304 shares 164,304 $3.48M 0.01% -17,923 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: 396,961 shares; 2024Q4: 401,233 shares; 2025Q1: 401,233 shares; 2025Q2: 398,064 shares; 2025Q3: 454,537 shares; 2025Q4: 454,537 shares; 2026Q1: 454,737 shares 454,737 $3.46M 0.01% +200 Timeline IBHF 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: 191,607 shares; 2024Q4: 226,324 shares; 2025Q1: 191,751 shares; 2025Q2: 177,875 shares; 2025Q3: 174,421 shares; 2025Q4: 174,672 shares; 2026Q1: 150,197 shares 150,197 $3.45M 0.01% -24,475 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,413 shares; 2024Q4: 128,718 shares; 2025Q1: 131,945 shares; 2025Q2: 133,975 shares; 2025Q3: 145,745 shares; 2025Q4: 145,745 shares; 2026Q1: 169,050 shares 169,050 $3.44M 0.01% +23,305 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: 5,746 shares; 2024Q4: 4,583 shares; 2025Q1: 4,525 shares; 2025Q2: 13,508 shares; 2025Q3: 15,019 shares; 2025Q4: 15,339 shares; 2026Q1: 8,587 shares 8,587 $3.42M 0.01% -6,752 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,185 shares; 2025Q4: 67,902 shares; 2026Q1: 68,650 shares 68,650 $3.4M 0.01% +748 Timeline CNRG 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: 38,115 shares; 2025Q4: 38,018 shares; 2026Q1: 37,636 shares 37,636 $3.4M 0.01% -382 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,223 shares; 2026Q1: 63,823 shares 63,823 $3.4M 0.01% -400 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: 8,340 shares; 2024Q4: 9,821 shares; 2025Q1: 13,676 shares; 2025Q2: 17,496 shares; 2025Q3: 26,766 shares; 2025Q4: 27,746 shares; 2026Q1: 31,337 shares 31,337 $3.39M 0.01% +3,591 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: 32,401 shares; 2024Q4: 37,242 shares; 2025Q1: 36,813 shares; 2025Q2: 34,735 shares; 2025Q3: 33,974 shares; 2025Q4: 34,356 shares; 2026Q1: 35,774 shares 35,774 $3.34M 0.01% +1,418 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 7,780 shares; 2025Q1: 21,455 shares; 2025Q2: 21,455 shares; 2025Q3: 21,455 shares; 2025Q4: 21,529 shares; 2026Q1: 21,058 shares 21,058 $3.34M 0.01% -471 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891,035 shares; 2024Q4: 889,570 shares; 2025Q1: 889,570 shares; 2025Q2: 889,570 shares; 2025Q3: 889,620 shares; 2025Q4: 889,620 shares; 2026Q1: 889,570 shares 889,570 $3.31M 0.01% -50 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 15,435 shares; 2025Q1: 28,021 shares; 2025Q2: 27,675 shares; 2025Q3: 52,168 shares; 2025Q4: 53,766 shares; 2026Q1: 33,824 shares 33,824 $3.3M 0.01% -19,942 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,240 shares; 2025Q1: 3,328 shares; 2025Q2: 5,799 shares; 2025Q3: 6,884 shares; 2025Q4: 6,217 shares; 2026Q1: 13,145 shares 13,145 $3.29M 0.01% +6,928 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 5,160 shares 5,160 $3.28M 0.01% +3,674 Timeline MYCM SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,342 shares; 2026Q1: 132,123 shares 132,123 $3.27M 0.01% +28,781 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: 15,531 shares; 2024Q4: 15,908 shares; 2025Q1: 18,689 shares; 2025Q2: 11,928 shares; 2025Q3: 16,779 shares; 2025Q4: 17,111 shares; 2026Q1: 17,417 shares 17,417 $3.25M 0.01% +306 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,585 shares; 2024Q4: 23,098 shares; 2025Q1: 28,181 shares; 2025Q2: 29,983 shares; 2025Q3: 32,743 shares; 2025Q4: 32,491 shares; 2026Q1: 32,250 shares 32,250 $3.24M 0.01% -241 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: 6,575 shares; 2025Q3: 5,802 shares; 2025Q4: 5,810 shares; 2026Q1: 4,611 shares 4,611 $3.24M 0.01% -1,199 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,710 shares; 2024Q4: 349,711 shares; 2025Q1: 313,710 shares; 2025Q2: 277,182 shares; 2025Q3: 272,167 shares; 2025Q4: 272,167 shares; 2026Q1: 235,167 shares 235,167 $3.24M 0.01% -37,000 Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,144 shares; 2026Q1: 130,558 shares 130,558 $3.24M 0.01% +30,414 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,842 shares; 2024Q4: 96,406 shares; 2025Q1: 93,631 shares; 2025Q2: 92,012 shares; 2025Q3: 98,449 shares; 2025Q4: 113,320 shares; 2026Q1: 105,805 shares 105,805 $3.23M 0.01% -7,515 Timeline IBMS 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: 124,598 shares 124,598 $3.22M 0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,857 shares; 2025Q2: 11,045 shares; 2025Q3: 37,342 shares; 2025Q4: 38,494 shares; 2026Q1: 121,208 shares 121,208 $3.21M 0.01% +82,714 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: 36,757 shares; 2024Q4: 35,982 shares; 2025Q1: 43,851 shares; 2025Q2: 49,687 shares; 2025Q3: 45,258 shares; 2025Q4: 47,354 shares; 2026Q1: 65,623 shares 65,623 $3.21M 0.01% +18,269 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,274 shares; 2026Q1: 127,552 shares 127,552 $3.19M 0.01% +17,278 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 7,502 shares; 2025Q1: 6,469 shares; 2025Q2: 7,956 shares; 2025Q3: 8,778 shares; 2025Q4: 8,956 shares; 2026Q1: 9,962 shares 9,962 $3.13M 0.01% +1,006 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: 37,456 shares; 2024Q4: 32,847 shares; 2025Q1: 29,543 shares; 2025Q2: 26,466 shares; 2025Q3: 32,325 shares; 2025Q4: 32,360 shares; 2026Q1: 30,345 shares 30,345 $3.12M 0.01% -2,015 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: 16,179 shares; 2024Q4: 15,865 shares; 2025Q1: 29,333 shares; 2025Q2: 28,617 shares; 2025Q3: 43,861 shares; 2025Q4: 45,927 shares; 2026Q1: 37,941 shares 37,941 $3.11M 0.01% -7,986 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 8,887 shares; 2025Q1: 19,869 shares; 2025Q2: 20,235 shares; 2025Q3: 31,467 shares; 2025Q4: 31,551 shares; 2026Q1: 15,771 shares 15,771 $3.11M 0.01% -15,780 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: 6,012 shares; 2024Q4: 5,982 shares; 2025Q1: 7,018 shares; 2025Q2: 8,963 shares; 2025Q3: 9,642 shares; 2025Q4: 8,558 shares; 2026Q1: 14,348 shares 14,348 $3.11M 0.01% +5,790 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,659 shares; 2024Q4: 136,389 shares; 2025Q1: 150,848 shares; 2025Q2: 153,131 shares; 2025Q3: 167,869 shares; 2025Q4: 168,197 shares; 2026Q1: 172,943 shares 172,943 $3.06M 0.01% +4,746 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,226 shares; 2024Q4: 30,063 shares; 2025Q1: 28,991 shares; 2025Q2: 28,991 shares; 2025Q3: 28,707 shares; 2025Q4: 28,905 shares; 2026Q1: 25,026 shares 25,026 $3.03M 0.01% -3,879 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: 39,683 shares; 2024Q4: 41,057 shares; 2025Q1: 45,301 shares; 2025Q2: 47,884 shares; 2025Q3: 58,113 shares; 2025Q4: 58,620 shares; 2026Q1: 117,003 shares 117,003 $3.03M 0.01% +58,383 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,212 shares; 2025Q1: 8,129 shares; 2025Q2: 10,318 shares; 2025Q3: 10,374 shares; 2025Q4: 10,310 shares; 2026Q1: 46,164 shares 46,164 $3.02M 0.01% +35,854 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: 110,105 shares; 2024Q4: 97,229 shares; 2025Q1: 101,008 shares; 2025Q2: 107,908 shares; 2025Q3: 103,146 shares; 2025Q4: 102,203 shares; 2026Q1: 37,719 shares 37,719 $3.02M 0.01% -64,484 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,393 shares; 2024Q4: 67,458 shares; 2025Q1: 70,156 shares; 2025Q2: 72,557 shares; 2025Q3: 73,003 shares; 2025Q4: 73,497 shares; 2026Q1: 80,527 shares 80,527 $3.02M 0.01% +7,030 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: 45,472 shares; 2024Q4: 45,491 shares; 2025Q1: 31,027 shares; 2025Q2: 29,325 shares; 2025Q3: 30,250 shares; 2025Q4: 29,800 shares; 2026Q1: 31,583 shares 31,583 $3.01M 0.01% +1,783 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,121 shares; 2024Q4: 46,460 shares; 2025Q1: 92,978 shares; 2025Q2: 50,458 shares; 2025Q3: 56,842 shares; 2025Q4: 60,355 shares; 2026Q1: 51,266 shares 51,266 $3.01M 0.01% -9,089 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: 8,026 shares; 2024Q4: 14,012 shares; 2025Q1: 15,911 shares; 2025Q2: 16,790 shares; 2025Q3: 12,240 shares; 2025Q4: 12,297 shares; 2026Q1: 27,477 shares 27,477 $3.01M 0.01% +15,180 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,833 shares; 2026Q1: 73,783 shares 73,783 $2.99M 0.01% +1,950 Timeline TENM 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: 6,719,216 shares; 2026Q1: 120,045 shares 120,045 $2.99M 0.01% -6,599,171 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 7,629 shares; 2025Q1: 7,813 shares; 2025Q2: 8,453 shares; 2025Q3: 26,514 shares; 2025Q4: 29,815 shares; 2026Q1: 28,039 shares 28,039 $2.99M 0.01% -1,776 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: 883 shares; 2024Q4: 753 shares; 2025Q1: 1,926 shares; 2025Q2: 2,268 shares; 2025Q3: 2,498 shares; 2025Q4: 2,542 shares; 2026Q1: 2,560 shares 2,560 $2.97M 0.01% +18 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: 21,688 shares; 2024Q4: 22,953 shares; 2025Q1: 14,068 shares; 2025Q2: 14,738 shares; 2025Q3: 11,546 shares; 2025Q4: 45,671 shares; 2026Q1: 53,560 shares 53,560 $2.96M 0.01% +7,889 Timeline EWW 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: 7,202 shares; 2025Q3: 16,258 shares; 2025Q4: 16,584 shares; 2026Q1: 39,348 shares 39,348 $2.96M 0.01% +22,764 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 2,208 shares; 2026Q1: 25,666 shares 25,666 $2.95M 0.01% +23,458 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: 8,744 shares; 2024Q4: 9,521 shares; 2025Q1: 9,311 shares; 2025Q2: 9,428 shares; 2025Q3: 11,004 shares; 2025Q4: 11,327 shares; 2026Q1: 13,531 shares 13,531 $2.93M 0.01% +2,204 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: 12,223 shares; 2024Q4: 12,073 shares; 2025Q1: 5,170 shares; 2025Q2: 6,473 shares; 2025Q3: 6,629 shares; 2025Q4: 9,237 shares; 2026Q1: 9,602 shares 9,602 $2.92M 0.01% +365 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: 165,374 shares; 2024Q4: 159,463 shares; 2025Q1: 345,711 shares; 2025Q2: 205,773 shares; 2025Q3: 258,003 shares; 2025Q4: 260,814 shares; 2026Q1: 252,377 shares 252,377 $2.91M 0.01% -8,437 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,575 shares; 2024Q4: 16,408 shares; 2025Q1: 15,699 shares; 2025Q2: 20,967 shares; 2025Q3: 21,151 shares; 2025Q4: 58,581 shares; 2026Q1: 61,219 shares 61,219 $2.88M 0.01% +2,638 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: 138,028 shares; 2024Q4: 202,447 shares; 2025Q1: 218,117 shares; 2025Q2: 127,610 shares; 2025Q3: 127,501 shares; 2025Q4: 54,200 shares; 2026Q1: 55,780 shares 55,780 $2.88M 0.01% +1,580 Timeline MCB METROPOLITAN BK HLDG CORP More: the full row for METROPOLITAN BK HLDG 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: 34,474 shares; 2026Q1: 34,484 shares 34,484 $2.87M 0.01% +10 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,632 shares; 2024Q4: 63,742 shares; 2025Q1: 31,120 shares; 2025Q2: 26,157 shares; 2025Q3: 38,506 shares; 2025Q4: 38,559 shares; 2026Q1: 30,348 shares 30,348 $2.87M 0.01% -8,211 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 4,865 shares; 2025Q1: 12,031 shares; 2025Q2: 11,468 shares; 2025Q3: 9,080 shares; 2025Q4: 9,177 shares; 2026Q1: 7,992 shares 7,992 $2.87M 0.01% -1,185 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: 27,217 shares; 2024Q4: 27,570 shares; 2025Q1: 35,979 shares; 2025Q2: 43,520 shares; 2025Q3: 48,004 shares; 2025Q4: 49,416 shares; 2026Q1: 58,486 shares 58,486 $2.87M 0.01% +9,070 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: 4,625 shares; 2024Q4: 5,976 shares; 2025Q1: 5,814 shares; 2025Q2: 9,416 shares; 2025Q3: 10,684 shares; 2025Q4: 11,738 shares; 2026Q1: 9,121 shares 9,121 $2.86M 0.01% -2,617 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,493 shares; 2026Q1: 113,967 shares 113,967 $2.86M 0.01% +15,474 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: 481,858 shares; 2024Q4: 19,642 shares; 2025Q1: 31,979 shares; 2025Q2: 31,566 shares; 2025Q3: 35,264 shares; 2025Q4: 35,111 shares; 2026Q1: 35,555 shares 35,555 $2.85M 0.01% +444 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: 77,159 shares; 2024Q4: 109,033 shares; 2025Q1: 46,651 shares; 2025Q2: 19,944 shares; 2025Q3: 19,166 shares; 2025Q4: 19,184 shares; 2026Q1: 18,969 shares 18,969 $2.85M 0.01% -215 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,423 shares; 2024Q4: 20,530 shares; 2025Q1: 22,678 shares; 2025Q2: 22,455 shares; 2025Q3: 22,959 shares; 2025Q4: 22,580 shares; 2026Q1: 22,326 shares 22,326 $2.84M 0.01% -254 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,614 shares; 2025Q1: 26,655 shares; 2025Q2: 24,396 shares; 2025Q3: 44,044 shares; 2025Q4: 44,524 shares; 2026Q1: 33,348 shares 33,348 $2.83M 0.01% -11,176 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,979 shares; 2024Q4: 176,289 shares; 2025Q1: 176,289 shares; 2025Q2: 170,989 shares; 2025Q3: 170,989 shares; 2025Q4: 170,989 shares; 2026Q1: 291,732 shares 291,732 $2.82M 0.01% +120,743 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,677 shares; 2025Q1: 4,803 shares; 2025Q2: 8,436 shares; 2025Q3: 4,922 shares; 2025Q4: 4,994 shares; 2026Q1: 7,225 shares 7,225 $2.81M 0.01% +2,231 Timeline XSOE 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: 48,421 shares; 2025Q4: 56,075 shares; 2026Q1: 69,894 shares 69,894 $2.8M 0.01% +13,819 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,579 shares; 2024Q4: 24,604 shares; 2025Q1: 24,299 shares; 2025Q2: 25,707 shares; 2025Q3: 34,101 shares; 2025Q4: 34,014 shares; 2026Q1: 17,763 shares 17,763 $2.79M 0.01% -16,251 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: 42,945 shares; 2024Q4: 42,612 shares; 2025Q1: 42,644 shares; 2025Q2: 40,556 shares; 2025Q3: 39,951 shares; 2025Q4: 39,281 shares; 2026Q1: 46,500 shares 46,500 $2.76M 0.01% +7,219 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,644 shares; 2024Q4: 46,744 shares; 2025Q1: 46,644 shares; 2025Q2: 30,119 shares; 2025Q3: 30,814 shares; 2025Q4: 30,814 shares; 2026Q1: 30,850 shares 30,850 $2.76M 0.01% +36 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 4,918 shares; 2025Q1: 6,828 shares; 2025Q2: 12,806 shares; 2025Q3: 13,638 shares; 2025Q4: 14,008 shares; 2026Q1: 13,212 shares 13,212 $2.75M 0.01% -796 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,772 shares; 2024Q4: 13,089 shares; 2025Q1: 11,067 shares; 2025Q2: 8,267 shares; 2025Q3: 8,537 shares; 2025Q4: 8,619 shares; 2026Q1: 10,987 shares 10,987 $2.75M 0.01% +2,368 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: 245,758 shares; 2024Q4: 75,117 shares; 2025Q1: 74,813 shares; 2025Q2: 77,222 shares; 2025Q3: 74,085 shares; 2025Q4: 74,145 shares; 2026Q1: 41,129 shares 41,129 $2.73M 0.01% -33,016 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: 4,250 shares; 2024Q4: 4,789 shares; 2025Q1: 5,375 shares; 2025Q2: 12,485 shares; 2025Q3: 22,785 shares; 2025Q4: 23,089 shares; 2026Q1: 15,901 shares 15,901 $2.72M 0.01% -7,188 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: 9,866 shares; 2024Q4: 8,812 shares; 2025Q1: 9,320 shares; 2025Q2: 15,462 shares; 2025Q3: 18,886 shares; 2025Q4: 19,592 shares; 2026Q1: 18,121 shares 18,121 $2.72M 0.01% -1,471 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 6,756 shares; 2025Q1: 5,946 shares; 2025Q2: 9,629 shares; 2025Q3: 10,720 shares; 2025Q4: 10,868 shares; 2026Q1: 8,396 shares 8,396 $2.71M 0.01% -2,472 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 10,721 shares; 2025Q1: 11,495 shares; 2025Q2: 13,257 shares; 2025Q3: 21,850 shares; 2025Q4: 22,850 shares; 2026Q1: 29,627 shares 29,627 $2.7M 0.01% +6,777 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: 25,426 shares; 2024Q4: 27,721 shares; 2025Q1: 26,810 shares; 2025Q2: 20,743 shares; 2025Q3: 24,635 shares; 2025Q4: 24,656 shares; 2026Q1: 18,561 shares 18,561 $2.68M 0.01% -6,095 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: 1,041 shares; 2025Q2: 9,799 shares; 2025Q3: 9,799 shares; 2025Q4: 7,458 shares; 2026Q1: 11,326 shares 11,326 $2.68M 0.01% +3,868 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,700 shares; 2025Q2: 24,700 shares; 2025Q3: 57,400 shares; 2025Q4: 99,700 shares; 2026Q1: 107,600 shares 107,600 $2.67M 0.01% +7,900 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 8,035 shares; 2025Q1: 8,690 shares; 2025Q2: 15,160 shares; 2025Q3: 16,558 shares; 2025Q4: 16,679 shares; 2026Q1: 19,718 shares 19,718 $2.67M 0.01% +3,039 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: 14,197 shares; 2024Q4: 16,417 shares; 2025Q1: 22,176 shares; 2025Q2: 20,357 shares; 2025Q3: 20,484 shares; 2025Q4: 21,299 shares; 2026Q1: 31,932 shares 31,932 $2.67M 0.01% +10,633 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: 184,662 shares; 2024Q4: 174,683 shares; 2025Q1: 152,971 shares; 2025Q2: 115,789 shares; 2025Q3: 106,885 shares; 2025Q4: 106,875 shares; 2026Q1: 78,644 shares 78,644 $2.64M 0.01% -28,231 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,446 shares; 2025Q4: 180,590 shares; 2026Q1: 186,316 shares 186,316 $2.63M 0.01% +5,726 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: 53,716 shares; 2024Q4: 114,642 shares; 2025Q1: 118,842 shares; 2025Q2: 117,842 shares; 2025Q3: 118,341 shares; 2025Q4: 122,523 shares; 2026Q1: 122,037 shares 122,037 $2.63M 0.01% -486 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,296 shares; 2024Q4: 26,909 shares; 2025Q1: 30,691 shares; 2025Q2: 32,939 shares; 2025Q3: 52,679 shares; 2025Q4: 53,546 shares; 2026Q1: 42,368 shares 42,368 $2.62M 0.01% -11,178 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,897 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,311 shares 77,311 $2.62M 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 3,021 shares; 2025Q1: 3,091 shares; 2025Q2: 15,212 shares; 2025Q3: 28,344 shares; 2025Q4: 28,560 shares; 2026Q1: 15,055 shares 15,055 $2.59M 0.01% -13,505 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,189 shares; 2026Q1: 33,861 shares 33,861 $2.58M 0.01% +7,672 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,913 shares; 2024Q4: 217,980 shares; 2025Q1: 218,014 shares; 2025Q2: 215,661 shares; 2025Q3: 223,350 shares; 2025Q4: 223,350 shares; 2026Q1: 227,460 shares 227,460 $2.57M 0.01% +4,110 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: 23,478 shares; 2024Q4: 23,094 shares; 2025Q1: 46,938 shares; 2025Q2: 51,245 shares; 2025Q3: 103,357 shares; 2025Q4: 68,672 shares; 2026Q1: 45,478 shares 45,478 $2.56M 0.01% -23,194 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,937 shares; 2024Q4: 11,056 shares; 2025Q1: 11,272 shares; 2025Q2: 16,057 shares; 2025Q3: 17,684 shares; 2025Q4: 17,717 shares; 2026Q1: 16,451 shares 16,451 $2.56M 0.01% -1,266 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: 3,225 shares; 2024Q4: 4,093 shares; 2025Q1: 4,951 shares; 2025Q2: 5,056 shares; 2025Q3: 5,593 shares; 2025Q4: 5,886 shares; 2026Q1: 6,400 shares 6,400 $2.54M 0.01% +514 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,968 shares; 2024Q4: 20,674 shares; 2025Q1: 23,009 shares; 2025Q2: 18,587 shares; 2025Q3: 19,951 shares; 2025Q4: 20,225 shares; 2026Q1: 22,200 shares 22,200 $2.54M 0.01% +1,975 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,424 shares; 2025Q3: 15,594 shares; 2025Q4: 17,592 shares; 2026Q1: 65,045 shares 65,045 $2.53M 0.01% +47,453 Timeline DFUS 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: 22,378 shares; 2024Q4: 37,322 shares; 2025Q1: 35,300 shares; 2025Q2: 35,500 shares; 2025Q3: 35,500 shares; 2025Q4: 35,532 shares; 2026Q1: 35,567 shares 35,567 $2.52M 0.01% +35 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,779 shares; 2025Q1: 79,779 shares; 2025Q2: 79,779 shares; 2025Q3: 79,779 shares; 2025Q4: 79,981 shares; 2026Q1: 79,981 shares 79,981 $2.52M 0.01% 0 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: 17,138 shares; 2024Q4: 17,811 shares; 2025Q1: 20,277 shares; 2025Q2: 23,060 shares; 2025Q3: 23,210 shares; 2025Q4: 23,877 shares; 2026Q1: 14,889 shares 14,889 $2.52M 0.01% -8,988 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,236 shares; 2024Q4: 175,093 shares; 2025Q1: 167,532 shares; 2025Q2: 78,902 shares; 2025Q3: 218,307 shares; 2025Q4: 104,717 shares; 2026Q1: 87,507 shares 87,507 $2.51M 0.01% -17,210 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,837 shares; 2025Q2: 77,012 shares; 2025Q3: 171,068 shares; 2025Q4: 184,525 shares; 2026Q1: 103,489 shares 103,489 $2.51M 0.01% -81,036 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: 6,860 shares; 2024Q4: 8,109 shares; 2025Q1: 6,340 shares; 2025Q2: 6,876 shares; 2025Q3: 8,392 shares; 2025Q4: 8,237 shares; 2026Q1: 8,735 shares 8,735 $2.51M 0.01% +498 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,690 shares; 2024Q4: 24,920 shares; 2025Q1: 26,428 shares; 2025Q2: 25,873 shares; 2025Q3: 27,900 shares; 2025Q4: 28,511 shares; 2026Q1: 31,316 shares 31,316 $2.5M 0.01% +2,805 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,108 shares; 2025Q1: not reported; 2025Q2: 80,645 shares; 2025Q3: 80,185 shares; 2025Q4: 100,894 shares; 2026Q1: 102,781 shares 102,781 $2.5M 0.01% +1,887 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,419 shares; 2025Q1: 21,327 shares; 2025Q2: 22,286 shares; 2025Q3: 43,745 shares; 2025Q4: 45,912 shares; 2026Q1: 29,148 shares 29,148 $2.47M 0.01% -16,764 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,800 shares; 2024Q4: 86,549 shares; 2025Q1: 128,337 shares; 2025Q2: 140,921 shares; 2025Q3: 174,642 shares; 2025Q4: 185,894 shares; 2026Q1: 76,748 shares 76,748 $2.46M 0.01% -109,146 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: 16,614 shares; 2024Q4: 16,640 shares; 2025Q1: 10,204 shares; 2025Q2: 25,425 shares; 2025Q3: 40,932 shares; 2025Q4: 41,675 shares; 2026Q1: 26,048 shares 26,048 $2.45M 0.01% -15,627 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,900 shares; 2025Q1: 58,900 shares; 2025Q2: 58,900 shares; 2025Q3: 95,600 shares; 2025Q4: 106,400 shares; 2026Q1: 106,400 shares 106,400 $2.45M 0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 56,879 shares; 2025Q4: 56,879 shares; 2026Q1: 51,877 shares 51,877 $2.44M 0.01% -5,002 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: 2,126 shares; 2025Q1: 5,423 shares; 2025Q2: 5,468 shares; 2025Q3: 10,583 shares; 2025Q4: 10,496 shares; 2026Q1: 10,100 shares 10,100 $2.41M 0.01% -396 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,837 shares; 2025Q4: 12,647 shares; 2026Q1: 15,759 shares 15,759 $2.38M 0.01% +3,112 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,763 shares; 2025Q4: 46,261 shares; 2026Q1: 48,082 shares 48,082 $2.38M 0.01% +1,821 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is 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: 204,771 shares 204,771 $2.37M 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 13,004 shares; 2025Q1: 13,615 shares; 2025Q2: 13,765 shares; 2025Q3: 15,258 shares; 2025Q4: 17,177 shares; 2026Q1: 21,078 shares 21,078 $2.37M 0.01% +3,901 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: 16,104 shares; 2024Q4: 19,417 shares; 2025Q1: 24,872 shares; 2025Q2: 22,333 shares; 2025Q3: 21,243 shares; 2025Q4: 21,351 shares; 2026Q1: 15,228 shares 15,228 $2.37M 0.01% -6,123 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: 15,332 shares; 2024Q4: 102,290 shares; 2025Q1: 100,807 shares; 2025Q2: 16,943 shares; 2025Q3: 19,174 shares; 2025Q4: 20,527 shares; 2026Q1: 24,193 shares 24,193 $2.36M 0.01% +3,666 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 8,025 shares; 2025Q1: 2,499 shares; 2025Q2: 13,156 shares; 2025Q3: 13,746 shares; 2025Q4: 13,758 shares; 2026Q1: 14,153 shares 14,153 $2.36M 0.01% +395 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: 6,614 shares; 2024Q4: 5,977 shares; 2025Q1: 5,269 shares; 2025Q2: 7,044 shares; 2025Q3: 8,908 shares; 2025Q4: 8,969 shares; 2026Q1: 8,369 shares 8,369 $2.33M 0.01% -600 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: 17,475 shares; 2024Q4: 18,145 shares; 2025Q1: 22,506 shares; 2025Q2: 23,465 shares; 2025Q3: 20,469 shares; 2025Q4: 20,994 shares; 2026Q1: 19,946 shares 19,946 $2.31M 0.01% -1,048 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,856 shares; 2025Q3: 74,767 shares; 2025Q4: 75,102 shares; 2026Q1: 39,878 shares 39,878 $2.3M 0.01% -35,224 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,379 shares; 2024Q4: 10,186 shares; 2025Q1: 22,185 shares; 2025Q2: 23,004 shares; 2025Q3: 32,082 shares; 2025Q4: 32,357 shares; 2026Q1: 25,675 shares 25,675 $2.27M 0.01% -6,682 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,887 shares; 2025Q3: 115,639 shares; 2025Q4: 116,792 shares; 2026Q1: 63,619 shares 63,619 $2.27M 0.01% -53,173 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: not reported; 2025Q1: 22,492 shares; 2025Q2: 22,943 shares; 2025Q3: 45,212 shares; 2025Q4: 45,808 shares; 2026Q1: 24,998 shares 24,998 $2.25M 0.01% -20,810 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND 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: 364,357 shares; 2025Q4: 306,786 shares; 2026Q1: 124,581 shares 124,581 $2.25M 0.01% -182,205 Timeline FNDA 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: 12,165 shares; 2024Q4: 52,289 shares; 2025Q1: 55,926 shares; 2025Q2: 62,796 shares; 2025Q3: 81,936 shares; 2025Q4: 83,746 shares; 2026Q1: 69,164 shares 69,164 $2.24M 0.01% -14,582 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 9,791 shares; 2025Q1: 9,016 shares; 2025Q2: 21,737 shares; 2025Q3: 25,335 shares; 2025Q4: 26,352 shares; 2026Q1: 27,653 shares 27,653 $2.24M 0.01% +1,301 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,296 shares; 2025Q1: 1,954 shares; 2025Q2: 1,976 shares; 2025Q3: 4,066 shares; 2025Q4: 4,075 shares; 2026Q1: 3,943 shares 3,943 $2.22M 0.01% -132 Timeline AOK 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: 204,827 shares; 2024Q4: 191,097 shares; 2025Q1: 182,073 shares; 2025Q2: 166,139 shares; 2025Q3: 156,719 shares; 2025Q4: 156,719 shares; 2026Q1: 55,500 shares 55,500 $2.21M 0.01% -101,219 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,742 shares; 2025Q1: 2,759 shares; 2025Q2: 2,648 shares; 2025Q3: 2,736 shares; 2025Q4: 2,887 shares; 2026Q1: 24,597 shares 24,597 $2.16M 0.01% +21,710 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,270 shares 153,270 $2.16M 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 10,647 shares; 2025Q1: 12,339 shares; 2025Q2: 8,933 shares; 2025Q3: 8,758 shares; 2025Q4: 9,143 shares; 2026Q1: 9,763 shares 9,763 $2.14M 0.01% +620 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: 91,978 shares; 2024Q4: 26,288 shares; 2025Q1: 33,259 shares; 2025Q2: 18,476 shares; 2025Q3: 20,501 shares; 2025Q4: 21,215 shares; 2026Q1: 20,708 shares 20,708 $2.13M 0.01% -507 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,121 shares; 2024Q4: 33,545 shares; 2025Q1: 33,755 shares; 2025Q2: 34,234 shares; 2025Q3: 61,988 shares; 2025Q4: 63,404 shares; 2026Q1: 37,155 shares 37,155 $2.12M 0.01% -26,249 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,339 shares; 2024Q4: 12,549 shares; 2025Q1: 13,193 shares; 2025Q2: 13,874 shares; 2025Q3: 14,917 shares; 2025Q4: 21,924 shares; 2026Q1: 19,910 shares 19,910 $2.11M 0.01% -2,014 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,694 shares; 2024Q4: 15,095 shares; 2025Q1: 18,460 shares; 2025Q2: 18,401 shares; 2025Q3: 23,266 shares; 2025Q4: 23,199 shares; 2026Q1: 33,324 shares 33,324 $2.09M 0.01% +10,125 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,167 shares; 2024Q4: 37,275 shares; 2025Q1: 37,264 shares; 2025Q2: 37,264 shares; 2025Q3: 37,300 shares; 2025Q4: 37,300 shares; 2026Q1: 37,367 shares 37,367 $2.09M 0.01% +67 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: 36,023 shares; 2024Q4: 32,237 shares; 2025Q1: 33,817 shares; 2025Q2: 33,950 shares; 2025Q3: 32,499 shares; 2025Q4: 32,638 shares; 2026Q1: 12,350 shares 12,350 $2.09M 0.01% -20,288 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: 2,004 shares; 2024Q4: 6,665 shares; 2025Q1: 6,057 shares; 2025Q2: 7,836 shares; 2025Q3: 8,915 shares; 2025Q4: 9,269 shares; 2026Q1: 10,011 shares 10,011 $2.08M 0.01% +742 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: 11,125 shares; 2025Q3: 108,599 shares; 2025Q4: 108,962 shares; 2026Q1: 130,992 shares 130,992 $2.08M 0.01% +22,030 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: 1,322 shares; 2024Q4: 1,439 shares; 2025Q1: 5,686 shares; 2025Q2: 6,081 shares; 2025Q3: 10,530 shares; 2025Q4: 10,591 shares; 2026Q1: 7,589 shares 7,589 $2.07M 0.01% -3,002 Timeline OEF 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: 2,115 shares; 2025Q1: 6,594 shares; 2025Q2: 6,657 shares; 2025Q3: 7,971 shares; 2025Q4: 6,517 shares; 2026Q1: 6,419 shares 6,419 $2.04M 0.01% -98 Timeline MYMG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,611 shares; 2026Q1: 82,382 shares 82,382 $2.04M 0.01% +18,771 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,354 shares; 2024Q4: 20,375 shares; 2025Q1: 28,445 shares; 2025Q2: 37,889 shares; 2025Q3: 47,420 shares; 2025Q4: 29,871 shares; 2026Q1: 17,207 shares 17,207 $2.03M 0.01% -12,664 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,290 shares; 2024Q4: 13,150 shares; 2025Q1: 14,157 shares; 2025Q2: 17,865 shares; 2025Q3: 16,009 shares; 2025Q4: 16,025 shares; 2026Q1: 43,428 shares 43,428 $2.03M 0.01% +27,403 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 6,523 shares; 2025Q1: 6,894 shares; 2025Q2: 12,651 shares; 2025Q3: 16,077 shares; 2025Q4: 16,193 shares; 2026Q1: 11,245 shares 11,245 $2.03M 0.01% -4,948 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 19,550 shares; 2025Q1: 21,866 shares; 2025Q2: 18,506 shares; 2025Q3: 18,158 shares; 2025Q4: 19,680 shares; 2026Q1: 25,460 shares 25,460 $2.02M 0.01% +5,780 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,145 shares; 2024Q4: 67,782 shares; 2025Q1: 78,651 shares; 2025Q2: 77,333 shares; 2025Q3: 70,247 shares; 2025Q4: 70,303 shares; 2026Q1: 44,276 shares 44,276 $2.02M 0.01% -26,027 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,267 shares; 2025Q4: 18,267 shares; 2026Q1: 23,500 shares 23,500 $2.01M 0.01% +5,233 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371,629 shares; 2026Q1: 371,629 shares 371,629 $2.01M 0.01% 0 Timeline PFXF 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: 88,747 shares; 2024Q4: 87,775 shares; 2025Q1: 83,694 shares; 2025Q2: not reported; 2025Q3: 115,891 shares; 2025Q4: 115,891 shares; 2026Q1: 114,223 shares 114,223 $2M 0.01% -1,668 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,840 shares; 2024Q4: 15,841 shares; 2025Q1: 16,149 shares; 2025Q2: 16,198 shares; 2025Q3: 17,062 shares; 2025Q4: 17,106 shares; 2026Q1: 15,863 shares 15,863 $2M 0.01% -1,243 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,578 shares 43,578 $2M 0.01% new 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: 7,039 shares; 2024Q4: 7,188 shares; 2025Q1: 7,409 shares; 2025Q2: 9,899 shares; 2025Q3: 11,105 shares; 2025Q4: 11,659 shares; 2026Q1: 21,578 shares 21,578 $1.99M 0.01% +9,919 Timeline DGRO 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: 11,411 shares; 2024Q4: 18,282 shares; 2025Q1: 18,568 shares; 2025Q2: 19,070 shares; 2025Q3: 18,560 shares; 2025Q4: 21,874 shares; 2026Q1: 28,095 shares 28,095 $1.97M 0.01% +6,221 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: 3,401 shares; 2024Q4: 3,600 shares; 2025Q1: 3,179 shares; 2025Q2: 4,503 shares; 2025Q3: 5,949 shares; 2025Q4: 5,949 shares; 2026Q1: 19,358 shares 19,358 $1.97M 0.01% +13,409 Timeline PJAN 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: 42,355 shares; 2026Q1: 42,355 shares 42,355 $1.95M 0.01% 0 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: 70,333 shares; 2024Q4: 71,024 shares; 2025Q1: 62,591 shares; 2025Q2: 63,394 shares; 2025Q3: 93,604 shares; 2025Q4: 99,459 shares; 2026Q1: 81,335 shares 81,335 $1.95M 0.01% -18,124 Timeline XVV 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: 39,312 shares 39,312 $1.93M 0.01% new 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: 14,108 shares; 2024Q4: 13,614 shares; 2025Q1: 28,273 shares; 2025Q2: 239,269 shares; 2025Q3: 30,758 shares; 2025Q4: 25,429 shares; 2026Q1: 24,674 shares 24,674 $1.93M 0.01% -755 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 67,377 shares; 2025Q4: 77,836 shares; 2026Q1: 11,210 shares 11,210 $1.93M 0.01% -66,626 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,324 shares; 2024Q4: 17,529 shares; 2025Q1: 14,216 shares; 2025Q2: 17,615 shares; 2025Q3: 33,890 shares; 2025Q4: 30,933 shares; 2026Q1: 31,906 shares 31,906 $1.93M 0.01% +973 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: 9,774 shares; 2024Q4: 10,950 shares; 2025Q1: 9,824 shares; 2025Q2: 16,814 shares; 2025Q3: 18,793 shares; 2025Q4: 28,813 shares; 2026Q1: 29,044 shares 29,044 $1.93M 0.01% +231 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: 21,790 shares; 2026Q1: 33,556 shares 33,556 $1.92M 0.01% +11,766 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,766 shares; 2025Q1: 51,272 shares; 2025Q2: 46,655 shares; 2025Q3: 44,314 shares; 2025Q4: 44,314 shares; 2026Q1: 36,828 shares 36,828 $1.92M 0.01% -7,486 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 1,157 shares; 2025Q1: 1,270 shares; 2025Q2: 2,937 shares; 2025Q3: 3,049 shares; 2025Q4: 3,110 shares; 2026Q1: 3,558 shares 3,558 $1.92M 0.01% +448 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,881 shares; 2025Q1: 20,429 shares; 2025Q2: 29,187 shares; 2025Q3: 43,746 shares; 2025Q4: 44,847 shares; 2026Q1: 31,843 shares 31,843 $1.92M 0.01% -13,004 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: not reported; 2024Q4: not reported; 2025Q1: 14,983 shares; 2025Q2: 16,320 shares; 2025Q3: 35,426 shares; 2025Q4: 38,087 shares; 2026Q1: 20,750 shares 20,750 $1.91M 0.01% -17,337 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,867 shares 3,867 $1.91M 0.01% new 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: 31,824 shares; 2024Q4: 21,581 shares; 2025Q1: 20,720 shares; 2025Q2: 20,931 shares; 2025Q3: 20,417 shares; 2025Q4: 20,538 shares; 2026Q1: 28,734 shares 28,734 $1.91M 0.01% +8,196 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,010 shares; 2024Q4: 33,019 shares; 2025Q1: 31,850 shares; 2025Q2: 29,449 shares; 2025Q3: 28,711 shares; 2025Q4: 32,308 shares; 2026Q1: 30,820 shares 30,820 $1.9M 0.01% -1,488 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: 3,237 shares; 2024Q4: 3,390 shares; 2025Q1: 3,801 shares; 2025Q2: 5,002 shares; 2025Q3: 7,032 shares; 2025Q4: 7,214 shares; 2026Q1: 6,873 shares 6,873 $1.9M 0.01% -341 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 5,846 shares; 2025Q1: 4,971 shares; 2025Q2: 27,287 shares; 2025Q3: 27,596 shares; 2025Q4: 27,715 shares; 2026Q1: 29,365 shares 29,365 $1.89M 0.01% +1,650 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,937 shares; 2024Q4: 154,416 shares; 2025Q1: 160,516 shares; 2025Q2: 222,869 shares; 2025Q3: 357,835 shares; 2025Q4: 328,501 shares; 2026Q1: 204,084 shares 204,084 $1.88M 0.01% -124,417 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,363 shares; 2026Q1: 75,611 shares 75,611 $1.87M 0.01% +21,248 Timeline MED MEDIFAST INC More: the full row for MEDIFAST 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: 330,703 shares; 2025Q4: 330,703 shares; 2026Q1: 183,035 shares 183,035 $1.87M 0.01% -147,668 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,559 shares; 2024Q4: 23,457 shares; 2025Q1: 27,919 shares; 2025Q2: 34,588 shares; 2025Q3: 34,585 shares; 2025Q4: 34,714 shares; 2026Q1: 33,434 shares 33,434 $1.86M 0.01% -1,280 Timeline MYMH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,137 shares; 2026Q1: 75,253 shares 75,253 $1.85M 0.01% +24,116 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: 56,060 shares; 2025Q4: 55,760 shares; 2026Q1: 45,332 shares 45,332 $1.85M 0.01% -10,428 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES 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: 55,465 shares; 2026Q1: 55,463 shares 55,463 $1.85M 0.01% -2 Timeline IBHG 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: 89,029 shares; 2024Q4: 130,896 shares; 2025Q1: 101,863 shares; 2025Q2: 97,198 shares; 2025Q3: 92,787 shares; 2025Q4: 93,186 shares; 2026Q1: 83,009 shares 83,009 $1.84M 0.01% -10,177 Timeline DVYE 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: 52,679 shares; 2025Q2: 52,250 shares; 2025Q3: 52,250 shares; 2025Q4: 52,290 shares; 2026Q1: 52,580 shares 52,580 $1.81M 0.01% +290 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,549 shares; 2024Q4: 26,798 shares; 2025Q1: 27,338 shares; 2025Q2: 30,622 shares; 2025Q3: 42,112 shares; 2025Q4: 42,281 shares; 2026Q1: 226,552 shares 226,552 $1.8M 0.01% +184,271 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,627 shares; 2024Q4: 233,467 shares; 2025Q1: 233,467 shares; 2025Q2: 233,467 shares; 2025Q3: 233,486 shares; 2025Q4: 233,485 shares; 2026Q1: 235,786 shares 235,786 $1.79M 0.01% +2,301 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,575 shares; 2024Q4: 57,831 shares; 2025Q1: 102,489 shares; 2025Q2: 6,830 shares; 2025Q3: 44,324 shares; 2025Q4: 45,188 shares; 2026Q1: 38,937 shares 38,937 $1.79M 0.01% -6,251 Timeline TOTL 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: not reported; 2024Q4: not reported; 2025Q1: 32,725 shares; 2025Q2: 36,836 shares; 2025Q3: 77,352 shares; 2025Q4: 82,165 shares; 2026Q1: 44,847 shares 44,847 $1.78M 0.01% -37,318 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: 10,944 shares; 2024Q4: 10,783 shares; 2025Q1: 10,638 shares; 2025Q2: 10,257 shares; 2025Q3: 10,925 shares; 2025Q4: 11,137 shares; 2026Q1: 9,586 shares 9,586 $1.77M 0.01% -1,551 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 6,437 shares; 2025Q1: 7,889 shares; 2025Q2: 8,761 shares; 2025Q3: 7,790 shares; 2025Q4: 7,796 shares; 2026Q1: 8,397 shares 8,397 $1.76M 0.01% +601 Timeline FDRR 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: 28,198 shares; 2024Q4: 26,714 shares; 2025Q1: 25,075 shares; 2025Q2: not reported; 2025Q3: 31,186 shares; 2025Q4: 31,186 shares; 2026Q1: 29,765 shares 29,765 $1.75M 0.01% -1,421 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: 7,940 shares; 2024Q4: 7,815 shares; 2025Q1: 7,249 shares; 2025Q2: 10,555 shares; 2025Q3: 11,198 shares; 2025Q4: 11,349 shares; 2026Q1: 8,825 shares 8,825 $1.75M 0.01% -2,524 Timeline SNSR 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: 92,533 shares; 2024Q4: 82,016 shares; 2025Q1: 69,788 shares; 2025Q2: 49,821 shares; 2025Q3: 46,641 shares; 2025Q4: 46,671 shares; 2026Q1: 46,764 shares 46,764 $1.74M 0.01% +93 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,249 shares; 2024Q4: 17,977 shares; 2025Q1: 18,479 shares; 2025Q2: 19,188 shares; 2025Q3: 23,191 shares; 2025Q4: 23,191 shares; 2026Q1: 47,952 shares 47,952 $1.74M 0.01% +24,761 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,158 shares; 2024Q4: 17,550 shares; 2025Q1: 14,891 shares; 2025Q2: 4,456 shares; 2025Q3: 10,245 shares; 2025Q4: 10,450 shares; 2026Q1: 9,633 shares 9,633 $1.74M 0.01% -817 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: 40,499 shares; 2024Q4: 40,200 shares; 2025Q1: 40,883 shares; 2025Q2: 23,846 shares; 2025Q3: 25,994 shares; 2025Q4: 25,762 shares; 2026Q1: 23,845 shares 23,845 $1.73M 0.01% -1,917 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,865 shares; 2024Q4: 15,372 shares; 2025Q1: 16,561 shares; 2025Q2: not reported; 2025Q3: 14,231 shares; 2025Q4: 14,603 shares; 2026Q1: 20,770 shares 20,770 $1.72M 0.01% +6,167 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 11,716 shares; 2025Q1: 11,004 shares; 2025Q2: 10,999 shares; 2025Q3: 15,097 shares; 2025Q4: 15,588 shares; 2026Q1: 15,620 shares 15,620 $1.72M 0.01% +32 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 4,134 shares; 2025Q1: 19,270 shares; 2025Q2: 22,509 shares; 2025Q3: 11,930 shares; 2025Q4: 13,155 shares; 2026Q1: 13,177 shares 13,177 $1.71M 0.01% +22 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,432 shares; 2024Q4: 18,530 shares; 2025Q1: 34,202 shares; 2025Q2: 34,130 shares; 2025Q3: 34,338 shares; 2025Q4: 34,338 shares; 2026Q1: 34,854 shares 34,854 $1.71M 0.01% +516 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: 57,701 shares; 2024Q4: 56,939 shares; 2025Q1: 56,944 shares; 2025Q2: 75,651 shares; 2025Q3: 89,078 shares; 2025Q4: 89,078 shares; 2026Q1: 44,000 shares 44,000 $1.71M 0.01% -45,078 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,374 shares 24,374 $1.71M 0.01% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,040 shares; 2024Q4: 22,519 shares; 2025Q1: 21,125 shares; 2025Q2: 16,736 shares; 2025Q3: 14,103 shares; 2025Q4: 14,289 shares; 2026Q1: 11,965 shares 11,965 $1.71M 0.01% -2,324 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: 6,693 shares; 2024Q4: 6,572 shares; 2025Q1: 6,424 shares; 2025Q2: 6,476 shares; 2025Q3: 7,521 shares; 2025Q4: 7,611 shares; 2026Q1: 7,952 shares 7,952 $1.7M 0.01% +341 Timeline VBK 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: 1,407 shares; 2024Q4: 3,279 shares; 2025Q1: 3,329 shares; 2025Q2: 5,051 shares; 2025Q3: 5,307 shares; 2025Q4: 4,674 shares; 2026Q1: 5,626 shares 5,626 $1.7M 0.01% +952 Timeline MYMI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,674 shares; 2026Q1: 68,937 shares 68,937 $1.7M 0.01% +23,263 Timeline IHAK 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: 63,859 shares; 2024Q4: 56,072 shares; 2025Q1: 47,320 shares; 2025Q2: 32,966 shares; 2025Q3: 30,755 shares; 2025Q4: 36,661 shares; 2026Q1: 38,566 shares 38,566 $1.68M 0.01% +1,905 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 416 shares; 2025Q1: 400 shares; 2025Q2: 476 shares; 2025Q3: 595 shares; 2025Q4: 610 shares; 2026Q1: 492 shares 492 $1.66M 0.01% -118 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 45,966 shares; 2025Q1: 41,095 shares; 2025Q2: 6,812 shares; 2025Q3: 7,510 shares; 2025Q4: 7,660 shares; 2026Q1: 7,148 shares 7,148 $1.66M 0.01% -512 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,731 shares; 2024Q4: 27,408 shares; 2025Q1: 34,408 shares; 2025Q2: 34,408 shares; 2025Q3: 34,261 shares; 2025Q4: 34,261 shares; 2026Q1: 34,261 shares 34,261 $1.65M 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 4,366 shares; 2025Q1: 3,628 shares; 2025Q2: 4,065 shares; 2025Q3: 12,275 shares; 2025Q4: 8,313 shares; 2026Q1: 9,039 shares 9,039 $1.63M 0.01% +726 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,810 shares; 2024Q4: 90,811 shares; 2025Q1: 90,810 shares; 2025Q2: 90,732 shares; 2025Q3: 90,778 shares; 2025Q4: 90,778 shares; 2026Q1: 129,330 shares 129,330 $1.63M 0.01% +38,552 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 15,732 shares; 2025Q1: 15,781 shares; 2025Q2: 20,505 shares; 2025Q3: 19,576 shares; 2025Q4: 19,632 shares; 2026Q1: 18,649 shares 18,649 $1.62M 0.01% -983 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,003 shares; 2024Q4: 132,003 shares; 2025Q1: 132,003 shares; 2025Q2: 132,003 shares; 2025Q3: 132,003 shares; 2025Q4: 132,003 shares; 2026Q1: 132,003 shares 132,003 $1.62M 0.01% 0 Timeline UPRO 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: 18,099 shares; 2024Q4: 16,879 shares; 2025Q1: 16,878 shares; 2025Q2: 17,677 shares; 2025Q3: 18,713 shares; 2025Q4: 18,713 shares; 2026Q1: 16,522 shares 16,522 $1.6M 0.01% -2,191 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: 10,015 shares; 2024Q4: 30,210 shares; 2025Q1: 29,642 shares; 2025Q2: 17,278 shares; 2025Q3: 23,668 shares; 2025Q4: 23,989 shares; 2026Q1: 34,017 shares 34,017 $1.6M 0.01% +10,028 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,411 shares; 2024Q4: 16,542 shares; 2025Q1: 16,703 shares; 2025Q2: 17,423 shares; 2025Q3: 15,059 shares; 2025Q4: 15,057 shares; 2026Q1: 14,818 shares 14,818 $1.6M 0.01% -239 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,568 shares; 2024Q4: 18,596 shares; 2025Q1: 18,342 shares; 2025Q2: 19,902 shares; 2025Q3: 21,836 shares; 2025Q4: 22,700 shares; 2026Q1: 21,182 shares 21,182 $1.59M 0.01% -1,518 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,263 shares; 2024Q4: 23,362 shares; 2025Q1: 22,287 shares; 2025Q2: 20,045 shares; 2025Q3: 22,108 shares; 2025Q4: 22,116 shares; 2026Q1: 19,348 shares 19,348 $1.59M 0.01% -2,768 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,828 shares; 2024Q4: 21,044 shares; 2025Q1: 22,914 shares; 2025Q2: 17,528 shares; 2025Q3: 18,904 shares; 2025Q4: 19,863 shares; 2026Q1: 16,215 shares 16,215 $1.58M 0.01% -3,648 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,834 shares; 2024Q4: 104,305 shares; 2025Q1: 78,069 shares; 2025Q2: 75,084 shares; 2025Q3: 74,894 shares; 2025Q4: 74,894 shares; 2026Q1: 67,870 shares 67,870 $1.58M 0.01% -7,024 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 45,639 shares; 2025Q1: 42,384 shares; 2025Q2: 6,399 shares; 2025Q3: 6,418 shares; 2025Q4: 6,439 shares; 2026Q1: 6,285 shares 6,285 $1.58M 0.01% -154 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,320 shares; 2024Q4: 122,057 shares; 2025Q1: 137,337 shares; 2025Q2: 91,047 shares; 2025Q3: 63,640 shares; 2025Q4: 67,217 shares; 2026Q1: 57,075 shares 57,075 $1.57M 0.01% -10,142 Timeline PMAR 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: 34,968 shares; 2026Q1: 34,968 shares 34,968 $1.56M 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 8,258 shares; 2025Q1: 12,980 shares; 2025Q2: 15,610 shares; 2025Q3: 26,028 shares; 2025Q4: 26,058 shares; 2026Q1: 9,556 shares 9,556 $1.56M 0.01% -16,502 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: 5,193 shares; 2024Q4: 5,275 shares; 2025Q1: 5,773 shares; 2025Q2: 7,537 shares; 2025Q3: 8,416 shares; 2025Q4: 8,862 shares; 2026Q1: 11,480 shares 11,480 $1.56M 0.01% +2,618 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,589 shares; 2024Q4: 20,073 shares; 2025Q1: 20,675 shares; 2025Q2: 18,354 shares; 2025Q3: 12,311 shares; 2025Q4: 12,520 shares; 2026Q1: 29,380 shares 29,380 $1.56M 0.01% +16,860 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,670 shares; 2024Q4: 49,544 shares; 2025Q1: 30,036 shares; 2025Q2: 30,463 shares; 2025Q3: 30,930 shares; 2025Q4: 30,863 shares; 2026Q1: 29,421 shares 29,421 $1.55M 0.01% -1,442 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,340 shares; 2025Q2: 22,703 shares; 2025Q3: 45,089 shares; 2025Q4: 45,515 shares; 2026Q1: 25,411 shares 25,411 $1.55M 0.01% -20,104 Timeline CWI 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: 36,736 shares; 2024Q4: 36,398 shares; 2025Q1: 36,398 shares; 2025Q2: 36,400 shares; 2025Q3: 36,437 shares; 2025Q4: 36,437 shares; 2026Q1: 42,111 shares 42,111 $1.54M 0.01% +5,674 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,027 shares; 2025Q1: 2,015 shares; 2025Q2: 7,408 shares; 2025Q3: 8,161 shares; 2025Q4: 8,182 shares; 2026Q1: 7,835 shares 7,835 $1.54M 0.01% -347 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 11,113 shares; 2025Q1: 11,146 shares; 2025Q2: 14,124 shares; 2025Q3: 15,771 shares; 2025Q4: 15,810 shares; 2026Q1: 12,101 shares 12,101 $1.53M 0.01% -3,709 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,524 shares; 2024Q4: 17,143 shares; 2025Q1: 17,149 shares; 2025Q2: 16,616 shares; 2025Q3: 21,060 shares; 2025Q4: 24,059 shares; 2026Q1: 37,788 shares 37,788 $1.53M 0.01% +13,729 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: not reported; 2024Q4: 25,219 shares; 2025Q1: 45,808 shares; 2025Q2: 36,611 shares; 2025Q3: 49,817 shares; 2025Q4: 51,432 shares; 2026Q1: 50,830 shares 50,830 $1.53M 0.01% -602 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,074 shares; 2025Q1: 31,071 shares; 2025Q2: 32,008 shares; 2025Q3: 29,908 shares; 2025Q4: 29,408 shares; 2026Q1: 12,001 shares 12,001 $1.53M 0.01% -17,407 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 14,418 shares; 2025Q1: 12,428 shares; 2025Q2: 12,428 shares; 2025Q3: 12,628 shares; 2025Q4: 13,886 shares; 2026Q1: 13,818 shares 13,818 $1.51M 0.01% -68 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: 20,500 shares; 2024Q4: 20,276 shares; 2025Q1: 21,371 shares; 2025Q2: 13,127 shares; 2025Q3: 13,354 shares; 2025Q4: 14,382 shares; 2026Q1: 21,108 shares 21,108 $1.51M 0.01% +6,726 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,264 shares; 2024Q4: 30,833 shares; 2025Q1: 19,168 shares; 2025Q2: 23,023 shares; 2025Q3: 22,699 shares; 2025Q4: 22,728 shares; 2026Q1: 22,129 shares 22,129 $1.48M 0.01% -599 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,579 shares; 2025Q4: 16,201 shares; 2026Q1: 24,997 shares 24,997 $1.48M 0.01% +8,796 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 12,616 shares; 2025Q1: 12,325 shares; 2025Q2: 13,052 shares; 2025Q3: 9,660 shares; 2025Q4: 9,663 shares; 2026Q1: 9,334 shares 9,334 $1.48M 0.01% -329 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: 3,153 shares; 2024Q4: 3,080 shares; 2025Q1: 5,506 shares; 2025Q2: 5,529 shares; 2025Q3: 6,753 shares; 2025Q4: 7,042 shares; 2026Q1: 8,055 shares 8,055 $1.47M 0.01% +1,013 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,812 shares; 2026Q1: 65,660 shares 65,660 $1.47M 0.01% +2,848 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,447 shares; 2024Q4: 22,496 shares; 2025Q1: 34,237 shares; 2025Q2: 40,616 shares; 2025Q3: 47,250 shares; 2025Q4: 47,377 shares; 2026Q1: 55,885 shares 55,885 $1.46M 0.01% +8,508 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: not reported; 2025Q1: 5,373 shares; 2025Q2: 16,764 shares; 2025Q3: 17,663 shares; 2025Q4: 18,883 shares; 2026Q1: 20,996 shares 20,996 $1.45M 0.01% +2,113 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,609 shares; 2024Q4: 37,732 shares; 2025Q1: 37,927 shares; 2025Q2: 38,392 shares; 2025Q3: 39,399 shares; 2025Q4: 41,255 shares; 2026Q1: 42,205 shares 42,205 $1.45M 0.01% +950 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,822 shares; 2024Q4: 16,496 shares; 2025Q1: 15,952 shares; 2025Q2: 14,927 shares; 2025Q3: 14,931 shares; 2025Q4: 15,449 shares; 2026Q1: 15,340 shares 15,340 $1.45M 0.01% -109 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,676 shares; 2026Q1: 12,539 shares 12,539 $1.45M 0.01% +9,863 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: 11,663 shares; 2024Q4: 10,636 shares; 2025Q1: 11,324 shares; 2025Q2: 11,133 shares; 2025Q3: 11,275 shares; 2025Q4: 11,654 shares; 2026Q1: 13,518 shares 13,518 $1.44M 0.01% +1,864 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 935 shares; 2025Q1: 908 shares; 2025Q2: 1,068 shares; 2025Q3: 1,905 shares; 2025Q4: 1,920 shares; 2026Q1: 2,452 shares 2,452 $1.44M 0.01% +532 Timeline DGRE 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: 43,537 shares; 2025Q4: 44,112 shares; 2026Q1: 43,485 shares 43,485 $1.44M 0.01% -627 Timeline IWC 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: 5,542 shares; 2024Q4: 5,094 shares; 2025Q1: 5,095 shares; 2025Q2: 5,096 shares; 2025Q3: 5,097 shares; 2025Q4: 6,257 shares; 2026Q1: 8,965 shares 8,965 $1.43M 0.01% +2,708 Timeline HAPN HAPPEN INC More: the full row for HAPPEN 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: 99,895 shares; 2025Q3: 99,905 shares; 2025Q4: 99,905 shares; 2026Q1: 99,880 shares 99,880 $1.43M 0.01% -25 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,349 shares; 2025Q1: 5,154 shares; 2025Q2: 5,267 shares; 2025Q3: 4,350 shares; 2025Q4: 4,860 shares; 2026Q1: 4,868 shares 4,868 $1.43M 0.01% +8 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,772 shares; 2024Q4: 84,635 shares; 2025Q1: 62,157 shares; 2025Q2: 60,820 shares; 2025Q3: 55,467 shares; 2025Q4: 55,467 shares; 2026Q1: 28,441 shares 28,441 $1.42M 0.01% -27,026 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,783 shares; 2024Q4: 47,079 shares; 2025Q1: 55,295 shares; 2025Q2: 51,283 shares; 2025Q3: 46,497 shares; 2025Q4: 72,308 shares; 2026Q1: 59,435 shares 59,435 $1.42M 0.01% -12,873 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,140 shares; 2024Q4: 52,140 shares; 2025Q1: 52,142 shares; 2025Q2: 52,142 shares; 2025Q3: 53,321 shares; 2025Q4: 53,742 shares; 2026Q1: 109,768 shares 109,768 $1.42M 0.01% +56,026 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 10,185 shares; 2025Q1: 20,413 shares; 2025Q2: 19,858 shares; 2025Q3: 32,979 shares; 2025Q4: 32,068 shares; 2026Q1: 23,186 shares 23,186 $1.42M 0.01% -8,882 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,407 shares; 2025Q2: 25,714 shares; 2025Q3: 50,631 shares; 2025Q4: 50,846 shares; 2026Q1: 34,068 shares 34,068 $1.41M 0.01% -16,778 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,109 shares; 2024Q4: 7,648 shares; 2025Q1: 7,011 shares; 2025Q2: 5,729 shares; 2025Q3: 5,857 shares; 2025Q4: 5,908 shares; 2026Q1: 6,524 shares 6,524 $1.41M 0.01% +616 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 11,152 shares; 2025Q1: 10,006 shares; 2025Q2: 9,969 shares; 2025Q3: 18,096 shares; 2025Q4: 17,949 shares; 2026Q1: 18,123 shares 18,123 $1.41M 0.01% +174 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 60,245 shares 60,245 $1.41M 0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,716 shares; 2025Q1: 3,170 shares; 2025Q2: 6,040 shares; 2025Q3: 6,356 shares; 2025Q4: 6,359 shares; 2026Q1: 13,291 shares 13,291 $1.4M 0.01% +6,932 Timeline HYMB 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: 76,381 shares; 2024Q4: 64,779 shares; 2025Q1: 55,088 shares; 2025Q2: 54,522 shares; 2025Q3: 66,741 shares; 2025Q4: 66,208 shares; 2026Q1: 56,468 shares 56,468 $1.4M 0.01% -9,740 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: 10,584 shares; 2024Q4: 16,391 shares; 2025Q1: 17,237 shares; 2025Q2: 8,325 shares; 2025Q3: 9,107 shares; 2025Q4: 9,063 shares; 2026Q1: 9,773 shares 9,773 $1.4M 0.01% +710 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: 121,051 shares; 2024Q4: 98,622 shares; 2025Q1: 102,622 shares; 2025Q2: 109,625 shares; 2025Q3: 112,625 shares; 2025Q4: 112,625 shares; 2026Q1: 112,625 shares 112,625 $1.4M 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,044 shares; 2025Q3: 6,167 shares; 2025Q4: 6,167 shares; 2026Q1: 16,500 shares 16,500 $1.4M 0.01% +10,333 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 2,844 shares; 2025Q1: 3,666 shares; 2025Q2: 6,056 shares; 2025Q3: 7,971 shares; 2025Q4: 8,265 shares; 2026Q1: 7,988 shares 7,988 $1.39M 0.01% -277 Timeline ICLN 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: 108,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,582 shares; 2025Q4: 72,783 shares; 2026Q1: 75,985 shares 75,985 $1.39M 0.01% +3,202 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: 21,287 shares; 2024Q4: 20,295 shares; 2025Q1: 14,322 shares; 2025Q2: 15,073 shares; 2025Q3: 9,345 shares; 2025Q4: 9,786 shares; 2026Q1: 14,608 shares 14,608 $1.39M 0.01% +4,822 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,696 shares; 2026Q1: 20,205 shares 20,205 $1.38M 0.01% -2,491 Timeline IFLN 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: 61,279 shares; 2024Q4: 60,218 shares; 2025Q1: 57,287 shares; 2025Q2: 77,303 shares; 2025Q3: 77,793 shares; 2025Q4: 77,793 shares; 2026Q1: 77,071 shares 77,071 $1.38M 0.01% -722 Timeline FQAL 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: 21,988 shares; 2024Q4: 21,199 shares; 2025Q1: 19,508 shares; 2025Q2: 19,032 shares; 2025Q3: 19,232 shares; 2025Q4: 19,231 shares; 2026Q1: 18,898 shares 18,898 $1.37M 0.01% -333 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: 22,138 shares; 2024Q4: 17,508 shares; 2025Q1: 15,906 shares; 2025Q2: 15,611 shares; 2025Q3: 11,168 shares; 2025Q4: 12,214 shares; 2026Q1: 18,691 shares 18,691 $1.37M 0.01% +6,477 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR 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: 19,317 shares; 2025Q4: 19,355 shares; 2026Q1: 27,406 shares 27,406 $1.37M 0.01% +8,051 Timeline PWRD 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: 15,436 shares; 2025Q1: 15,084 shares; 2025Q2: 10,417 shares; 2025Q3: 12,541 shares; 2025Q4: 12,541 shares; 2026Q1: 13,914 shares 13,914 $1.36M 0.01% +1,373 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,018 shares 61,018 $1.36M 0.01% new Timeline DGS 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: 22,057 shares; 2025Q4: 22,731 shares; 2026Q1: 22,595 shares 22,595 $1.36M 0.01% -136 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 10,665 shares; 2025Q1: 9,373 shares; 2025Q2: 8,721 shares; 2025Q3: 11,299 shares; 2025Q4: 40,353 shares; 2026Q1: 12,453 shares 12,453 $1.36M 0.01% -27,900 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,765 shares; 2024Q4: 22,104 shares; 2025Q1: 22,001 shares; 2025Q2: 35,930 shares; 2025Q3: 36,200 shares; 2025Q4: 36,943 shares; 2026Q1: 21,175 shares 21,175 $1.36M 0.01% -15,768 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 6,870 shares; 2025Q1: 10,234 shares; 2025Q2: 10,358 shares; 2025Q3: 16,075 shares; 2025Q4: 24,765 shares; 2026Q1: 27,145 shares 27,145 $1.36M 0.01% +2,380 Timeline FLMI 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: 54,252 shares 54,252 $1.34M 0.01% new 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: 64,561 shares; 2024Q4: 29,119 shares; 2025Q1: 33,646 shares; 2025Q2: 34,419 shares; 2025Q3: 44,307 shares; 2025Q4: 37,897 shares; 2026Q1: 24,099 shares 24,099 $1.34M 0.01% -13,798 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: 3,793 shares; 2024Q4: 4,475 shares; 2025Q1: 4,296 shares; 2025Q2: 3,634 shares; 2025Q3: 15,091 shares; 2025Q4: 9,871 shares; 2026Q1: 12,975 shares 12,975 $1.34M 0.01% +3,104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,596 shares; 2025Q4: 108,648 shares; 2026Q1: 42,798 shares 42,798 $1.34M 0.01% -65,850 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: 8,272 shares; 2024Q4: 7,981 shares; 2025Q1: 9,868 shares; 2025Q2: 11,344 shares; 2025Q3: 9,487 shares; 2025Q4: 10,714 shares; 2026Q1: 17,363 shares 17,363 $1.34M 0.01% +6,649 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 25,636 shares; 2025Q1: 36,783 shares; 2025Q2: 34,843 shares; 2025Q3: 39,267 shares; 2025Q4: 39,267 shares; 2026Q1: 37,672 shares 37,672 $1.34M 0.01% -1,595 Timeline MYCO SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,673 shares; 2026Q1: 54,163 shares 54,163 $1.33M 0.01% +40,490 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: 4,304 shares; 2024Q4: 4,526 shares; 2025Q1: 4,551 shares; 2025Q2: 4,382 shares; 2025Q3: 4,634 shares; 2025Q4: 4,608 shares; 2026Q1: 6,418 shares 6,418 $1.33M 0.01% +1,810 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: 922 shares; 2024Q4: 1,107 shares; 2025Q1: 1,328 shares; 2025Q2: 1,284 shares; 2025Q3: 1,933 shares; 2025Q4: 1,939 shares; 2026Q1: 1,209 shares 1,209 $1.32M 0.01% -730 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: 4,818 shares; 2024Q4: 4,679 shares; 2025Q1: 4,523 shares; 2025Q2: 4,635 shares; 2025Q3: 4,844 shares; 2025Q4: 4,789 shares; 2026Q1: 4,567 shares 4,567 $1.32M 0.01% -222 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,943 shares; 2024Q4: 124,558 shares; 2025Q1: 116,248 shares; 2025Q2: 106,141 shares; 2025Q3: 115,512 shares; 2025Q4: 117,232 shares; 2026Q1: 116,878 shares 116,878 $1.32M 0.01% -354 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 7,570 shares; 2025Q1: 8,173 shares; 2025Q2: 12,207 shares; 2025Q3: 12,040 shares; 2025Q4: 12,339 shares; 2026Q1: 12,415 shares 12,415 $1.32M 0.01% +76 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: 2,447 shares; 2024Q4: 2,761 shares; 2025Q1: 2,471 shares; 2025Q2: 2,324 shares; 2025Q3: 2,245 shares; 2025Q4: 2,355 shares; 2026Q1: 2,178 shares 2,178 $1.32M 0.01% -177 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 21,020 shares 21,020 $1.32M 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 1,634 shares; 2026Q1: 6,166 shares 6,166 $1.32M 0.01% +4,532 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,939 shares; 2024Q4: 22,402 shares; 2025Q1: 21,996 shares; 2025Q2: 13,497 shares; 2025Q3: 12,853 shares; 2025Q4: 14,768 shares; 2026Q1: 13,915 shares 13,915 $1.31M 0.01% -853 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: 4,872 shares; 2024Q4: 4,712 shares; 2025Q1: 12,448 shares; 2025Q2: 12,512 shares; 2025Q3: 19,076 shares; 2025Q4: 16,354 shares; 2026Q1: 11,783 shares 11,783 $1.31M 0.01% -4,571 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,226 shares; 2024Q4: 13,093 shares; 2025Q1: 10,396 shares; 2025Q2: 10,285 shares; 2025Q3: 9,789 shares; 2025Q4: 9,849 shares; 2026Q1: 50,345 shares 50,345 $1.31M 0.01% +40,496 Timeline VOE 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: 6,949 shares; 2024Q4: 6,929 shares; 2025Q1: 7,341 shares; 2025Q2: 7,449 shares; 2025Q3: 6,786 shares; 2025Q4: 7,043 shares; 2026Q1: 7,122 shares 7,122 $1.31M 0.01% +79 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,228 shares; 2024Q4: 14,697 shares; 2025Q1: 15,587 shares; 2025Q2: 14,362 shares; 2025Q3: 13,594 shares; 2025Q4: 14,016 shares; 2026Q1: 10,308 shares 10,308 $1.31M 0.01% -3,708 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 13,008 shares; 2025Q1: 13,928 shares; 2025Q2: 12,149 shares; 2025Q3: 13,457 shares; 2025Q4: 13,394 shares; 2026Q1: 11,322 shares 11,322 $1.31M 0.01% -2,072 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,730 shares; 2024Q4: 50,927 shares; 2025Q1: 53,105 shares; 2025Q2: 48,255 shares; 2025Q3: 47,880 shares; 2025Q4: 42,338 shares; 2026Q1: 36,256 shares 36,256 $1.29M 0.01% -6,082 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,668 shares; 2024Q4: 41,022 shares; 2025Q1: 36,041 shares; 2025Q2: 36,900 shares; 2025Q3: 37,692 shares; 2025Q4: 38,359 shares; 2026Q1: 34,745 shares 34,745 $1.29M 0.01% -3,614 Timeline MYMK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,125 shares; 2026Q1: 51,810 shares 51,810 $1.29M 0.01% +28,685 Timeline VOT 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: 2,714 shares; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: 3,832 shares; 2025Q3: 5,058 shares; 2025Q4: 5,142 shares; 2026Q1: 4,997 shares 4,997 $1.29M 0.01% -145 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,500 shares; 2025Q3: 15,500 shares; 2025Q4: 42,800 shares; 2026Q1: 50,600 shares 50,600 $1.29M 0.01% +7,800 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 13,000 shares; 2025Q1: 10,002 shares; 2025Q2: 10,079 shares; 2025Q3: 14,940 shares; 2025Q4: 49,510 shares; 2026Q1: 40,044 shares 40,044 $1.27M <0.01% -9,466 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 9,790 shares; 2025Q3: 18,159 shares; 2025Q4: 18,902 shares; 2026Q1: 12,584 shares 12,584 $1.27M <0.01% -6,318 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,181 shares; 2025Q1: 64,181 shares; 2025Q2: 64,181 shares; 2025Q3: 64,181 shares; 2025Q4: 54,181 shares; 2026Q1: 54,181 shares 54,181 $1.27M <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,941 shares; 2024Q4: 93,243 shares; 2025Q1: 107,715 shares; 2025Q2: 93,106 shares; 2025Q3: 119,149 shares; 2025Q4: 122,209 shares; 2026Q1: 133,461 shares 133,461 $1.27M <0.01% +11,252 Timeline QQQM 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: 2,019 shares; 2024Q4: 1,417 shares; 2025Q1: 3,033 shares; 2025Q2: 51,998 shares; 2025Q3: 111,004 shares; 2025Q4: 60,708 shares; 2026Q1: 5,292 shares 5,292 $1.26M <0.01% -55,416 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 452 shares; 2025Q4: 774 shares; 2026Q1: 906 shares 906 $1.25M <0.01% +132 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 20,135 shares 20,135 $1.25M <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 36,699 shares; 2025Q1: 31,805 shares; 2025Q2: 30,923 shares; 2025Q3: 39,757 shares; 2025Q4: 42,009 shares; 2026Q1: 110,387 shares 110,387 $1.25M <0.01% +68,378 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 15,055 shares; 2025Q1: 15,055 shares; 2025Q2: 16,311 shares; 2025Q3: 16,406 shares; 2025Q4: 16,706 shares; 2026Q1: 16,461 shares 16,461 $1.24M <0.01% -245 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,690 shares; 2025Q1: 6,397 shares; 2025Q2: 18,751 shares; 2025Q3: 18,823 shares; 2025Q4: 19,252 shares; 2026Q1: 18,946 shares 18,946 $1.24M <0.01% -306 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,921 shares; 2024Q4: 25,804 shares; 2025Q1: 21,389 shares; 2025Q2: 21,130 shares; 2025Q3: 21,039 shares; 2025Q4: 21,066 shares; 2026Q1: 21,435 shares 21,435 $1.23M <0.01% +369 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 13,764 shares; 2026Q1: 11,853 shares 11,853 $1.23M <0.01% -1,911 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,529 shares; 2025Q3: 15,165 shares; 2025Q4: 15,007 shares; 2026Q1: 13,037 shares 13,037 $1.23M <0.01% -1,970 Timeline IBTO 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: 50,214 shares; 2026Q1: 50,214 shares 50,214 $1.22M <0.01% 0 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: 10,227 shares; 2024Q4: 206,441 shares; 2025Q1: 206,564 shares; 2025Q2: 53,200 shares; 2025Q3: 48,245 shares; 2025Q4: 51,393 shares; 2026Q1: 46,230 shares 46,230 $1.22M <0.01% -5,163 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: 48,636 shares; 2024Q4: 48,908 shares; 2025Q1: 32,636 shares; 2025Q2: 66,261 shares; 2025Q3: 56,766 shares; 2025Q4: 59,297 shares; 2026Q1: 63,207 shares 63,207 $1.22M <0.01% +3,910 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,071 shares 16,071 $1.21M <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,042 shares; 2025Q4: 13,655 shares; 2026Q1: 8,939 shares 8,939 $1.21M <0.01% -4,716 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 454 shares; 2025Q1: 458 shares; 2025Q2: 5,843 shares; 2025Q3: 5,836 shares; 2025Q4: 5,838 shares; 2026Q1: 6,311 shares 6,311 $1.21M <0.01% +473 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 116,502 shares; 2025Q1: 127,342 shares; 2025Q2: 23,674 shares; 2025Q3: 24,438 shares; 2025Q4: 24,568 shares; 2026Q1: 19,445 shares 19,445 $1.2M <0.01% -5,123 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,286 shares; 2024Q4: 106,610 shares; 2025Q1: 102,218 shares; 2025Q2: 25,034 shares; 2025Q3: 28,488 shares; 2025Q4: 29,156 shares; 2026Q1: 26,190 shares 26,190 $1.2M <0.01% -2,966 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,264 shares; 2024Q4: 271,631 shares; 2025Q1: 209,747 shares; 2025Q2: 212,747 shares; 2025Q3: 209,747 shares; 2025Q4: 209,747 shares; 2026Q1: 209,747 shares 209,747 $1.2M <0.01% 0 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: 10,758 shares; 2025Q1: 10,769 shares; 2025Q2: 10,780 shares; 2025Q3: 11,131 shares; 2025Q4: 12,460 shares; 2026Q1: 12,486 shares 12,486 $1.19M <0.01% +26 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,765 shares; 2024Q4: 52,765 shares; 2025Q1: 52,765 shares; 2025Q2: 52,765 shares; 2025Q3: 52,765 shares; 2025Q4: 52,765 shares; 2026Q1: 52,765 shares 52,765 $1.19M <0.01% 0 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: 1,601 shares; 2024Q4: 2,013 shares; 2025Q1: 1,965 shares; 2025Q2: 8,629 shares; 2025Q3: 8,666 shares; 2025Q4: 8,736 shares; 2026Q1: 17,695 shares 17,695 $1.19M <0.01% +8,959 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 546 shares; 2025Q1: 2,364 shares; 2025Q2: 2,608 shares; 2025Q3: 4,229 shares; 2025Q4: 3,542 shares; 2026Q1: 2,439 shares 2,439 $1.18M <0.01% -1,103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,512 shares; 2026Q1: 19,788 shares 19,788 $1.18M <0.01% +16,276 Timeline BJUN 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: 25,355 shares; 2026Q1: 25,355 shares 25,355 $1.17M <0.01% 0 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: 12,511 shares; 2024Q4: 13,326 shares; 2025Q1: 13,702 shares; 2025Q2: 12,856 shares; 2025Q3: 12,651 shares; 2025Q4: 12,651 shares; 2026Q1: 12,777 shares 12,777 $1.17M <0.01% +126 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,060 shares; 2024Q4: 20,694 shares; 2025Q1: 20,030 shares; 2025Q2: 24,037 shares; 2025Q3: 23,335 shares; 2025Q4: 23,335 shares; 2026Q1: 21,586 shares 21,586 $1.16M <0.01% -1,749 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,366 shares; 2025Q1: 23,344 shares; 2025Q2: 23,395 shares; 2025Q3: 38,631 shares; 2025Q4: 31,323 shares; 2026Q1: 38,768 shares 38,768 $1.16M <0.01% +7,445 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,297 shares; 2024Q4: 48,514 shares; 2025Q1: 47,338 shares; 2025Q2: not reported; 2025Q3: 39,683 shares; 2025Q4: 41,985 shares; 2026Q1: 51,684 shares 51,684 $1.16M <0.01% +9,699 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,502 shares; 2024Q4: 23,608 shares; 2025Q1: 22,360 shares; 2025Q2: 28,066 shares; 2025Q3: 27,463 shares; 2025Q4: 27,463 shares; 2026Q1: 26,004 shares 26,004 $1.16M <0.01% -1,459 Timeline SUSA 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: 9,110 shares; 2026Q1: 8,739 shares 8,739 $1.15M <0.01% -371 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,324 shares; 2024Q4: 75,317 shares; 2025Q1: 78,172 shares; 2025Q2: 81,976 shares; 2025Q3: 78,755 shares; 2025Q4: 77,711 shares; 2026Q1: 20,893 shares 20,893 $1.15M <0.01% -56,818 Timeline OKTA OKTA INC More: the full row for OKTA 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: 14,681 shares; 2025Q3: 14,699 shares; 2025Q4: 14,703 shares; 2026Q1: 14,592 shares 14,592 $1.15M <0.01% -111 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: 63,166 shares; 2024Q4: 59,584 shares; 2025Q1: 61,269 shares; 2025Q2: 55,958 shares; 2025Q3: 63,046 shares; 2025Q4: 66,794 shares; 2026Q1: 77,549 shares 77,549 $1.15M <0.01% +10,755 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 7,971 shares; 2025Q1: 5,884 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,804 shares; 2026Q1: 8,469 shares 8,469 $1.14M <0.01% +2,665 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: 1,255 shares; 2024Q4: 1,273 shares; 2025Q1: 1,208 shares; 2025Q2: 1,350 shares; 2025Q3: 1,463 shares; 2025Q4: 1,659 shares; 2026Q1: 1,672 shares 1,672 $1.14M <0.01% +13 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,515 shares; 2025Q1: 17,917 shares; 2025Q2: 18,375 shares; 2025Q3: 25,261 shares; 2025Q4: 25,398 shares; 2026Q1: 13,748 shares 13,748 $1.14M <0.01% -11,650 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,888 shares; 2025Q2: 5,532 shares; 2025Q3: 4,957 shares; 2025Q4: 4,957 shares; 2026Q1: 7,935 shares 7,935 $1.14M <0.01% +2,978 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,312 shares; 2024Q4: 246,312 shares; 2025Q1: 246,312 shares; 2025Q2: 246,312 shares; 2025Q3: 246,312 shares; 2025Q4: 246,312 shares; 2026Q1: 246,312 shares 246,312 $1.13M <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,801 shares; 2024Q4: 75,061 shares; 2025Q1: 72,530 shares; 2025Q2: 99,760 shares; 2025Q3: 129,115 shares; 2025Q4: 129,220 shares; 2026Q1: 132,092 shares 132,092 $1.13M <0.01% +2,872 Timeline KWEB 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: 36,920 shares; 2025Q3: 36,538 shares; 2025Q4: 36,538 shares; 2026Q1: 39,320 shares 39,320 $1.12M <0.01% +2,782 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,642 shares; 2024Q4: 56,642 shares; 2025Q1: 53,583 shares; 2025Q2: 52,938 shares; 2025Q3: 51,765 shares; 2025Q4: 51,765 shares; 2026Q1: 47,104 shares 47,104 $1.11M <0.01% -4,661 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 6,370 shares; 2025Q1: 6,377 shares; 2025Q2: 6,370 shares; 2025Q3: 6,369 shares; 2025Q4: 6,369 shares; 2026Q1: 20,409 shares 20,409 $1.1M <0.01% +14,040 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: 5,471 shares; 2024Q4: 8,186 shares; 2025Q1: 5,476 shares; 2025Q2: 6,572 shares; 2025Q3: 6,102 shares; 2025Q4: 6,530 shares; 2026Q1: 7,548 shares 7,548 $1.1M <0.01% +1,018 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: not reported; 2025Q2: not reported; 2025Q3: 13,032 shares; 2025Q4: 16,205 shares; 2026Q1: 10,277 shares 10,277 $1.1M <0.01% -5,928 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,470 shares; 2025Q1: 19,792 shares; 2025Q2: 16,101 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,853 shares 58,853 $1.1M <0.01% new 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: 16,660 shares; 2024Q4: 17,018 shares; 2025Q1: 13,189 shares; 2025Q2: 8,813 shares; 2025Q3: 11,119 shares; 2025Q4: 12,037 shares; 2026Q1: 11,913 shares 11,913 $1.1M <0.01% -124 Timeline MYMF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,106 shares; 2026Q1: 43,835 shares 43,835 $1.09M <0.01% -17,271 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: 18,430 shares; 2024Q4: 22,355 shares; 2025Q1: 21,846 shares; 2025Q2: 14,579 shares; 2025Q3: 18,344 shares; 2025Q4: 18,330 shares; 2026Q1: 15,235 shares 15,235 $1.09M <0.01% -3,095 Timeline VTN INVESCO TR INVT GRADE NEW YO More: the full row for INVESCO TR INVT GRADE NEW YO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,942 shares; 2024Q4: 99,942 shares; 2025Q1: 99,942 shares; 2025Q2: 99,942 shares; 2025Q3: 99,942 shares; 2025Q4: 99,942 shares; 2026Q1: 99,942 shares 99,942 $1.09M <0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY 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: 241,092 shares; 2025Q4: 241,092 shares; 2026Q1: 219,289 shares 219,289 $1.09M <0.01% -21,803 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,684 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,570 shares 25,570 $1.09M <0.01% new 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: 950 shares; 2024Q4: 2,078 shares; 2025Q1: 1,675 shares; 2025Q2: 2,325 shares; 2025Q3: 3,666 shares; 2025Q4: 3,864 shares; 2026Q1: 2,541 shares 2,541 $1.08M <0.01% -1,323 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 11,862 shares; 2025Q1: 11,561 shares; 2025Q2: 8,666 shares; 2025Q3: 3,460 shares; 2025Q4: 3,523 shares; 2026Q1: 7,640 shares 7,640 $1.08M <0.01% +4,117 Timeline GTO 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: 20,027 shares; 2024Q4: 38,631 shares; 2025Q1: 46,023 shares; 2025Q2: 42,117 shares; 2025Q3: 37,047 shares; 2025Q4: 37,050 shares; 2026Q1: 22,989 shares 22,989 $1.08M <0.01% -14,061 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,374 shares; 2025Q4: 2,377 shares; 2026Q1: 4,049 shares 4,049 $1.08M <0.01% +1,672 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH 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: 24,646 shares; 2025Q3: 24,447 shares; 2025Q4: 24,901 shares; 2026Q1: 34,903 shares 34,903 $1.07M <0.01% +10,002 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,000 shares; 2025Q2: 59,085 shares; 2025Q3: 59,051 shares; 2025Q4: 59,051 shares; 2026Q1: 48,950 shares 48,950 $1.07M <0.01% -10,101 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,341 shares 71,341 $1.07M <0.01% new 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: 15,750 shares; 2024Q4: 18,024 shares; 2025Q1: 20,496 shares; 2025Q2: 19,792 shares; 2025Q3: 21,175 shares; 2025Q4: 21,984 shares; 2026Q1: 14,693 shares 14,693 $1.06M <0.01% -7,291 Timeline HYG 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: 17,800 shares; 2024Q4: 15,315 shares; 2025Q1: 128,463 shares; 2025Q2: 12,435 shares; 2025Q3: 47,947 shares; 2025Q4: 12,206 shares; 2026Q1: 13,205 shares 13,205 $1.05M <0.01% +999 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,599 shares 49,599 $1.05M <0.01% new 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: 172,749 shares; 2024Q4: 173,403 shares; 2025Q1: 211,866 shares; 2025Q2: 208,432 shares; 2025Q3: 235,827 shares; 2025Q4: 230,703 shares; 2026Q1: 27,574 shares 27,574 $1.05M <0.01% -203,129 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,173 shares; 2025Q2: 2,503 shares; 2025Q3: 2,487 shares; 2025Q4: 2,488 shares; 2026Q1: 2,468 shares 2,468 $1.05M <0.01% -20 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,379 shares; 2025Q1: 3,260 shares; 2025Q2: 3,224 shares; 2025Q3: 3,392 shares; 2025Q4: 3,585 shares; 2026Q1: 3,430 shares 3,430 $1.04M <0.01% -155 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: 44,247 shares; 2024Q4: 46,875 shares; 2025Q1: 47,328 shares; 2025Q2: 48,223 shares; 2025Q3: 48,237 shares; 2025Q4: 48,237 shares; 2026Q1: 47,641 shares 47,641 $1.04M <0.01% -596 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,757 shares; 2025Q1: 2,844 shares; 2025Q2: 1,312 shares; 2025Q3: 1,397 shares; 2025Q4: 1,423 shares; 2026Q1: 4,094 shares 4,094 $1.03M <0.01% +2,671 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,052 shares; 2026Q1: 27,345 shares 27,345 $1.02M <0.01% +4,293 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: 27,767 shares; 2024Q4: 22,672 shares; 2025Q1: 25,487 shares; 2025Q2: 26,868 shares; 2025Q3: 30,076 shares; 2025Q4: 31,150 shares; 2026Q1: 12,697 shares 12,697 $1.02M <0.01% -18,453 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: 16,823 shares; 2024Q4: 16,823 shares; 2025Q1: 16,823 shares; 2025Q2: 16,823 shares; 2025Q3: 16,823 shares; 2025Q4: 25,223 shares; 2026Q1: 25,223 shares 25,223 $1.02M <0.01% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 8,008 shares; 2025Q1: 7,409 shares; 2025Q2: not reported; 2025Q3: 24,068 shares; 2025Q4: 24,068 shares; 2026Q1: 23,899 shares 23,899 $1.02M <0.01% -169 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,000 shares; 2024Q4: 87,150 shares; 2025Q1: 90,648 shares; 2025Q2: 90,648 shares; 2025Q3: 90,637 shares; 2025Q4: 90,637 shares; 2026Q1: 90,443 shares 90,443 $1.02M <0.01% -194 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,017 shares; 2024Q4: 17,823 shares; 2025Q1: 23,219 shares; 2025Q2: 39,297 shares; 2025Q3: 38,734 shares; 2025Q4: 34,376 shares; 2026Q1: 26,915 shares 26,915 $1.01M <0.01% -7,461 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,975 shares; 2025Q1: 2,179 shares; 2025Q2: 2,852 shares; 2025Q3: 3,727 shares; 2025Q4: 3,727 shares; 2026Q1: 4,920 shares 4,920 $1.01M <0.01% +1,193 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 12,801 shares; 2025Q3: 7,601 shares; 2025Q4: 7,601 shares; 2026Q1: 16,586 shares 16,586 $1.01M <0.01% +8,985 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,895 shares; 2024Q4: 110,887 shares; 2025Q1: 123,038 shares; 2025Q2: 123,038 shares; 2025Q3: 123,017 shares; 2025Q4: 123,017 shares; 2026Q1: 123,038 shares 123,038 $1.01M <0.01% +21 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550,896 shares; 2025Q1: 550,666 shares; 2025Q2: 550,666 shares; 2025Q3: 550,666 shares; 2025Q4: 520,000 shares; 2026Q1: 399,400 shares 399,400 $1.01M <0.01% -120,600 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: 40,775 shares; 2024Q4: 33,701 shares; 2025Q1: 39,097 shares; 2025Q2: 16,123 shares; 2025Q3: 32,439 shares; 2025Q4: 34,326 shares; 2026Q1: 25,148 shares 25,148 $1.01M <0.01% -9,178 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: 9,834 shares; 2024Q4: 10,801 shares; 2025Q1: 14,594 shares; 2025Q2: 17,970 shares; 2025Q3: 17,169 shares; 2025Q4: 17,223 shares; 2026Q1: 14,103 shares 14,103 $1M <0.01% -3,120 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,844 shares; 2024Q4: 54,218 shares; 2025Q1: 59,844 shares; 2025Q2: 59,844 shares; 2025Q3: 54,840 shares; 2025Q4: 54,840 shares; 2026Q1: 54,246 shares 54,246 $1M <0.01% -594 Timeline IFGL 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: 41,149 shares; 2024Q4: 40,621 shares; 2025Q1: 40,710 shares; 2025Q2: 41,417 shares; 2025Q3: 41,067 shares; 2025Q4: 41,067 shares; 2026Q1: 44,792 shares 44,792 $1M <0.01% +3,725 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,944 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,415 shares; 2025Q4: 8,417 shares; 2026Q1: 8,542 shares 8,542 $1M <0.01% +125 Timeline TTC TORO CO More: the full row for TORO 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: 11,506 shares; 2025Q3: 11,650 shares; 2025Q4: 11,934 shares; 2026Q1: 10,652 shares 10,652 $999K <0.01% -1,282 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,397 shares; 2024Q4: 118,397 shares; 2025Q1: 118,431 shares; 2025Q2: 118,397 shares; 2025Q3: 118,469 shares; 2025Q4: 86,967 shares; 2026Q1: 78,895 shares 78,895 $995K <0.01% -8,072 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,568 shares; 2025Q1: 50,606 shares; 2025Q2: 50,812 shares; 2025Q3: 52,844 shares; 2025Q4: 52,918 shares; 2026Q1: 58,284 shares 58,284 $993K <0.01% +5,366 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,327 shares; 2024Q4: 101,612 shares; 2025Q1: 101,612 shares; 2025Q2: 101,612 shares; 2025Q3: 101,612 shares; 2025Q4: 101,612 shares; 2026Q1: 102,331 shares 102,331 $984K <0.01% +719 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,685 shares; 2025Q4: 3,685 shares; 2026Q1: 13,007 shares 13,007 $984K <0.01% +9,322 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 644 shares; 2026Q1: 1,653 shares 1,653 $981K <0.01% +1,009 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,617 shares; 2025Q3: 14,610 shares; 2025Q4: 14,721 shares; 2026Q1: 12,436 shares 12,436 $976K <0.01% -2,285 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: 927 shares; 2024Q4: 1,161 shares; 2025Q1: 1,139 shares; 2025Q2: 1,589 shares; 2025Q3: 1,716 shares; 2025Q4: 1,735 shares; 2026Q1: 1,869 shares 1,869 $975K <0.01% +134 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,967 shares; 2024Q4: 184,968 shares; 2025Q1: 184,967 shares; 2025Q2: 198,167 shares; 2025Q3: 198,167 shares; 2025Q4: 198,167 shares; 2026Q1: 198,167 shares 198,167 $975K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,469 shares; 2025Q2: 23,754 shares; 2025Q3: 51,865 shares; 2025Q4: 53,246 shares; 2026Q1: 28,580 shares 28,580 $972K <0.01% -24,666 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 5,438 shares; 2025Q1: 5,570 shares; 2025Q2: 5,679 shares; 2025Q3: 6,173 shares; 2025Q4: 27,311 shares; 2026Q1: 6,914 shares 6,914 $970K <0.01% -20,397 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,915 shares; 2026Q1: 26,915 shares 26,915 $964K <0.01% 0 Timeline IDNA 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: 50,176 shares; 2025Q1: 49,878 shares; 2025Q2: 34,055 shares; 2025Q3: 31,666 shares; 2025Q4: 31,691 shares; 2026Q1: 33,099 shares 33,099 $962K <0.01% +1,408 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,392 shares; 2024Q4: 110,404 shares; 2025Q1: 110,406 shares; 2025Q2: 110,171 shares; 2025Q3: 108,135 shares; 2025Q4: 109,676 shares; 2026Q1: 95,457 shares 95,457 $961K <0.01% -14,219 Timeline IXUS 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: 11,079 shares 11,079 $960K <0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,085 shares; 2024Q4: 17,707 shares; 2025Q1: 17,919 shares; 2025Q2: 23,814 shares; 2025Q3: 22,908 shares; 2025Q4: 22,829 shares; 2026Q1: 19,023 shares 19,023 $960K <0.01% -3,806 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,249 shares; 2024Q4: 60,775 shares; 2025Q1: 69,046 shares; 2025Q2: 52,996 shares; 2025Q3: 41,666 shares; 2025Q4: 42,172 shares; 2026Q1: 52,154 shares 52,154 $959K <0.01% +9,982 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,512 shares; 2025Q1: 2,366 shares; 2025Q2: 2,778 shares; 2025Q3: 2,952 shares; 2025Q4: 3,183 shares; 2026Q1: 6,595 shares 6,595 $958K <0.01% +3,412 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,130 shares; 2025Q3: 5,030 shares; 2025Q4: 5,032 shares; 2026Q1: 4,641 shares 4,641 $950K <0.01% -391 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: 31,335 shares; 2024Q4: 39,122 shares; 2025Q1: 33,480 shares; 2025Q2: 32,002 shares; 2025Q3: 28,943 shares; 2025Q4: 29,110 shares; 2026Q1: 31,457 shares 31,457 $950K <0.01% +2,347 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: 14,466 shares; 2025Q3: 22,204 shares; 2025Q4: 22,203 shares; 2026Q1: 19,002 shares 19,002 $944K <0.01% -3,201 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,845 shares; 2025Q2: 13,304 shares; 2025Q3: 13,304 shares; 2025Q4: 13,546 shares; 2026Q1: 20,168 shares 20,168 $943K <0.01% +6,622 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 11,342 shares; 2025Q3: 13,362 shares; 2025Q4: 13,870 shares; 2026Q1: 17,366 shares 17,366 $942K <0.01% +3,496 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: 9,428 shares; 2024Q4: 9,273 shares; 2025Q1: 8,953 shares; 2025Q2: 9,199 shares; 2025Q3: 9,628 shares; 2025Q4: 10,114 shares; 2026Q1: 8,825 shares 8,825 $941K <0.01% -1,289 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,029 shares; 2025Q3: 16,901 shares; 2025Q4: 20,012 shares; 2026Q1: 13,914 shares 13,914 $941K <0.01% -6,098 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: 4,299 shares; 2024Q4: 4,041 shares; 2025Q1: 5,886 shares; 2025Q2: 5,562 shares; 2025Q3: 6,096 shares; 2025Q4: 6,216 shares; 2026Q1: 5,503 shares 5,503 $933K <0.01% -713 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,600 shares; 2024Q4: 116,600 shares; 2025Q1: 116,600 shares; 2025Q2: 108,625 shares; 2025Q3: 97,325 shares; 2025Q4: 97,325 shares; 2026Q1: 77,325 shares 77,325 $932K <0.01% -20,000 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 9,814 shares; 2025Q1: 9,845 shares; 2025Q2: 9,878 shares; 2025Q3: 9,909 shares; 2025Q4: 9,909 shares; 2026Q1: 9,970 shares 9,970 $929K <0.01% +61 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,045 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares; 2026Q1: 3,839 shares 3,839 $927K <0.01% -206 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,370 shares; 2024Q4: 19,798 shares; 2025Q1: 20,289 shares; 2025Q2: 24,781 shares; 2025Q3: 24,448 shares; 2025Q4: 24,448 shares; 2026Q1: 23,221 shares 23,221 $924K <0.01% -1,227 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,465 shares; 2025Q3: 4,625 shares; 2025Q4: 4,816 shares; 2026Q1: 11,935 shares 11,935 $924K <0.01% +7,119 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 19,254 shares 19,254 $924K <0.01% new Timeline AGNG 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: 46,753 shares; 2024Q4: 41,439 shares; 2025Q1: 38,102 shares; 2025Q2: 26,389 shares; 2025Q3: 24,706 shares; 2025Q4: 24,706 shares; 2026Q1: 25,710 shares 25,710 $915K <0.01% +1,004 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,965 shares; 2025Q4: 98,738 shares; 2026Q1: 57,804 shares 57,804 $915K <0.01% -40,934 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,257 shares; 2025Q2: 8,333 shares; 2025Q3: 15,149 shares; 2025Q4: 14,447 shares; 2026Q1: 7,535 shares 7,535 $908K <0.01% -6,912 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: 10,119 shares; 2024Q4: 8,341 shares; 2025Q1: 8,438 shares; 2025Q2: 9,332 shares; 2025Q3: 9,774 shares; 2025Q4: 9,935 shares; 2026Q1: 10,233 shares 10,233 $906K <0.01% +298 Timeline MKSI MKS INC. More: the full row for MKS 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: 3,528 shares; 2025Q3: 5,994 shares; 2025Q4: 6,007 shares; 2026Q1: 3,929 shares 3,929 $903K <0.01% -2,078 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,914 shares 9,914 $902K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,612 shares; 2025Q1: 2,521 shares; 2025Q2: 3,852 shares; 2025Q3: 10,524 shares; 2025Q4: 12,530 shares; 2026Q1: 7,634 shares 7,634 $901K <0.01% -4,896 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 7,459 shares; 2025Q1: 7,394 shares; 2025Q2: 7,387 shares; 2025Q3: 8,318 shares; 2025Q4: 8,165 shares; 2026Q1: 6,619 shares 6,619 $901K <0.01% -1,546 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,584 shares; 2025Q2: 11,790 shares; 2025Q3: 41,742 shares; 2025Q4: 44,924 shares; 2026Q1: 22,016 shares 22,016 $899K <0.01% -22,908 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,458 shares; 2025Q1: 5,916 shares; 2025Q2: 7,092 shares; 2025Q3: 6,870 shares; 2025Q4: 6,869 shares; 2026Q1: 6,760 shares 6,760 $887K <0.01% -109 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,868 shares; 2024Q4: 59,361 shares; 2025Q1: 70,939 shares; 2025Q2: 66,051 shares; 2025Q3: 57,956 shares; 2025Q4: 57,956 shares; 2026Q1: 35,710 shares 35,710 $885K <0.01% -22,246 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,578 shares; 2026Q1: 70,045 shares 70,045 $882K <0.01% +467 Timeline PFM 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: 16,783 shares; 2025Q4: 17,239 shares; 2026Q1: 17,241 shares 17,241 $881K <0.01% +2 Timeline ABM ABM INDS INC More: the full row for ABM 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: 24,857 shares; 2025Q3: 24,745 shares; 2025Q4: 24,745 shares; 2026Q1: 22,753 shares 22,753 $877K <0.01% -1,992 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,284 shares; 2025Q1: 4,304 shares; 2025Q2: 11,926 shares; 2025Q3: 11,982 shares; 2025Q4: 11,982 shares; 2026Q1: 11,338 shares 11,338 $876K <0.01% -644 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,991 shares 8,991 $875K <0.01% 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: 1,696 shares; 2024Q4: 1,734 shares; 2025Q1: 1,742 shares; 2025Q2: 2,187 shares; 2025Q3: 1,903 shares; 2025Q4: 1,858 shares; 2026Q1: 2,937 shares 2,937 $875K <0.01% +1,079 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: 7,190 shares; 2024Q4: 7,212 shares; 2025Q1: 7,228 shares; 2025Q2: 7,241 shares; 2025Q3: 7,257 shares; 2025Q4: 7,257 shares; 2026Q1: 7,161 shares 7,161 $873K <0.01% -96 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,190 shares; 2025Q4: 1,243 shares; 2026Q1: 3,099 shares 3,099 $873K <0.01% +1,856 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,546 shares; 2025Q1: 5,910 shares; 2025Q2: 6,260 shares; 2025Q3: 11,019 shares; 2025Q4: 10,285 shares; 2026Q1: 7,990 shares 7,990 $872K <0.01% -2,295 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: 9,647 shares; 2024Q4: 9,985 shares; 2025Q1: 8,254 shares; 2025Q2: 8,671 shares; 2025Q3: 9,000 shares; 2025Q4: 9,572 shares; 2026Q1: 9,063 shares 9,063 $870K <0.01% -509 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 9,796 shares; 2025Q1: 9,260 shares; 2025Q2: 12,175 shares; 2025Q3: 12,506 shares; 2025Q4: 12,547 shares; 2026Q1: 13,232 shares 13,232 $869K <0.01% +685 Timeline BMAR 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: 4,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares 16,500 $866K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,494 shares; 2025Q1: 4,147 shares; 2025Q2: 3,615 shares; 2025Q3: 4,117 shares; 2025Q4: 4,721 shares; 2026Q1: 5,074 shares 5,074 $865K <0.01% +353 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: 13,609 shares; 2024Q4: 15,027 shares; 2025Q1: 14,890 shares; 2025Q2: 10,741 shares; 2025Q3: 13,362 shares; 2025Q4: 14,659 shares; 2026Q1: 14,388 shares 14,388 $863K <0.01% -271 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,844 shares; 2025Q2: 4,700 shares; 2025Q3: 7,248 shares; 2025Q4: 7,458 shares; 2026Q1: 5,254 shares 5,254 $863K <0.01% -2,204 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,385 shares; 2025Q3: 24,082 shares; 2025Q4: 24,555 shares; 2026Q1: 25,786 shares 25,786 $858K <0.01% +1,231 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,384 shares; 2024Q4: 36,439 shares; 2025Q1: 40,777 shares; 2025Q2: 40,777 shares; 2025Q3: 45,785 shares; 2025Q4: 45,785 shares; 2026Q1: 45,785 shares 45,785 $858K <0.01% 0 Timeline PMAY 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: 21,480 shares; 2026Q1: 21,480 shares 21,480 $858K <0.01% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 14,833 shares; 2025Q1: 14,201 shares; 2025Q2: 7,943 shares; 2025Q3: 7,897 shares; 2025Q4: 8,013 shares; 2026Q1: 8,790 shares 8,790 $856K <0.01% +777 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: 3,566 shares; 2025Q2: not reported; 2025Q3: 6,574 shares; 2025Q4: 6,574 shares; 2026Q1: 7,115 shares 7,115 $854K <0.01% +541 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 4,632 shares; 2025Q1: 1,788 shares; 2025Q2: 1,977 shares; 2025Q3: 1,469 shares; 2025Q4: 1,527 shares; 2026Q1: 2,714 shares 2,714 $854K <0.01% +1,187 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 14,851 shares; 2025Q1: 14,412 shares; 2025Q2: 14,756 shares; 2025Q3: 14,301 shares; 2025Q4: 18,450 shares; 2026Q1: 13,566 shares 13,566 $850K <0.01% -4,884 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,395 shares; 2024Q4: 61,710 shares; 2025Q1: 61,745 shares; 2025Q2: 64,193 shares; 2025Q3: 68,770 shares; 2025Q4: 68,770 shares; 2026Q1: 70,904 shares 70,904 $849K <0.01% +2,134 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: 42,940 shares; 2024Q4: 43,702 shares; 2025Q1: 142,581 shares; 2025Q2: 42,182 shares; 2025Q3: 44,331 shares; 2025Q4: 44,423 shares; 2026Q1: 49,010 shares 49,010 $847K <0.01% +4,587 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 19,113 shares; 2025Q1: 19,820 shares; 2025Q2: 21,605 shares; 2025Q3: 15,944 shares; 2025Q4: 16,754 shares; 2026Q1: 13,756 shares 13,756 $844K <0.01% -2,998 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 6,283 shares; 2026Q1: 40,057 shares 40,057 $836K <0.01% +33,774 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,944 shares; 2025Q1: 15,629 shares; 2025Q2: 27,412 shares; 2025Q3: 19,478 shares; 2025Q4: 63,614 shares; 2026Q1: 59,423 shares 59,423 $836K <0.01% -4,191 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,031 shares; 2025Q1: 1,106 shares; 2025Q2: 5,948 shares; 2025Q3: 6,199 shares; 2025Q4: 6,286 shares; 2026Q1: 6,866 shares 6,866 $835K <0.01% +580 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,267 shares; 2025Q3: 8,159 shares; 2025Q4: 8,159 shares; 2026Q1: 7,604 shares 7,604 $829K <0.01% -555 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: 34,692 shares; 2024Q4: 28,104 shares; 2025Q1: 18,204 shares; 2025Q2: 17,455 shares; 2025Q3: 26,292 shares; 2025Q4: 26,278 shares; 2026Q1: 21,242 shares 21,242 $828K <0.01% -5,036 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,415 shares; 2024Q4: 41,390 shares; 2025Q1: 41,390 shares; 2025Q2: 41,390 shares; 2025Q3: 41,390 shares; 2025Q4: 41,390 shares; 2026Q1: 41,390 shares 41,390 $827K <0.01% 0 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: not reported; 2025Q4: 7,504 shares; 2026Q1: 7,439 shares 7,439 $824K <0.01% -65 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,032 shares; 2024Q4: 15,644 shares; 2025Q1: 12,354 shares; 2025Q2: 11,151 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares; 2026Q1: 11,526 shares 11,526 $823K <0.01% +452 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: 3,443 shares; 2025Q2: 3,622 shares; 2025Q3: 3,398 shares; 2025Q4: 3,792 shares; 2026Q1: 4,962 shares 4,962 $822K <0.01% +1,170 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: 19,007 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,116 shares 11,116 $822K <0.01% new Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,635 shares 19,635 $819K <0.01% new Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,715 shares; 2024Q4: 75,815 shares; 2025Q1: 76,186 shares; 2025Q2: 75,826 shares; 2025Q3: 75,737 shares; 2025Q4: 75,736 shares; 2026Q1: 75,724 shares 75,724 $819K <0.01% -12 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,802 shares; 2025Q1: 1,560 shares; 2025Q2: 5,189 shares; 2025Q3: 5,182 shares; 2025Q4: 5,182 shares; 2026Q1: 4,892 shares 4,892 $818K <0.01% -290 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: 2,491 shares; 2025Q4: 2,559 shares; 2026Q1: 3,570 shares 3,570 $816K <0.01% +1,011 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: 1,688 shares; 2024Q4: 41,598 shares; 2025Q1: 43,045 shares; 2025Q2: 5,148 shares; 2025Q3: 6,299 shares; 2025Q4: 5,991 shares; 2026Q1: 4,432 shares 4,432 $813K <0.01% -1,559 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: 8,486 shares; 2024Q4: 7,440 shares; 2025Q1: 7,779 shares; 2025Q2: 8,657 shares; 2025Q3: 9,286 shares; 2025Q4: 9,302 shares; 2026Q1: 4,647 shares 4,647 $810K <0.01% -4,655 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,197 shares; 2025Q4: 30,197 shares; 2026Q1: 30,197 shares 30,197 $809K <0.01% 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: 521 shares; 2024Q4: 516 shares; 2025Q1: not reported; 2025Q2: 608 shares; 2025Q3: 672 shares; 2025Q4: 749 shares; 2026Q1: 1,094 shares 1,094 $808K <0.01% +345 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,994 shares; 2024Q4: 30,994 shares; 2025Q1: 30,994 shares; 2025Q2: 30,998 shares; 2025Q3: 30,998 shares; 2025Q4: 30,998 shares; 2026Q1: 30,998 shares 30,998 $806K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: not reported; 2025Q1: 3,117 shares; 2025Q2: 14,633 shares; 2025Q3: 13,894 shares; 2025Q4: 13,911 shares; 2026Q1: 9,478 shares 9,478 $804K <0.01% -4,433 Timeline JNK 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: 11,414 shares; 2024Q4: 11,534 shares; 2025Q1: 10,295 shares; 2025Q2: 12,715 shares; 2025Q3: 12,508 shares; 2025Q4: 12,982 shares; 2026Q1: 8,396 shares 8,396 $804K <0.01% -4,586 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,087 shares; 2024Q4: 14,564 shares; 2025Q1: 13,838 shares; 2025Q2: 18,050 shares; 2025Q3: 20,418 shares; 2025Q4: 20,943 shares; 2026Q1: 17,898 shares 17,898 $803K <0.01% -3,045 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 9,450 shares 9,450 $799K <0.01% +6,000 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,816 shares; 2025Q1: 2,008 shares; 2025Q2: 2,999 shares; 2025Q3: 3,079 shares; 2025Q4: 3,168 shares; 2026Q1: 3,173 shares 3,173 $798K <0.01% +5 Timeline BFEB 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: 16,700 shares 16,700 $797K <0.01% new Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,335 shares; 2024Q4: 32,980 shares; 2025Q1: 22,631 shares; 2025Q2: 18,270 shares; 2025Q3: 17,432 shares; 2025Q4: 17,858 shares; 2026Q1: 19,336 shares 19,336 $794K <0.01% +1,478 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: 11,310 shares 11,310 $788K <0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,503 shares; 2025Q1: 4,688 shares; 2025Q2: 4,688 shares; 2025Q3: 6,356 shares; 2025Q4: 10,498 shares; 2026Q1: 6,676 shares 6,676 $786K <0.01% -3,822 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,739 shares; 2025Q1: 1,774 shares; 2025Q2: 2,484 shares; 2025Q3: 1,845 shares; 2025Q4: 1,929 shares; 2026Q1: 2,608 shares 2,608 $785K <0.01% +679 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,977 shares; 2024Q4: 14,600 shares; 2025Q1: 14,866 shares; 2025Q2: 14,813 shares; 2025Q3: 14,675 shares; 2025Q4: 14,944 shares; 2026Q1: 14,944 shares 14,944 $782K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,131 shares; 2024Q4: 21,240 shares; 2025Q1: 11,145 shares; 2025Q2: 10,263 shares; 2025Q3: 10,106 shares; 2025Q4: 11,152 shares; 2026Q1: 76,781 shares 76,781 $780K <0.01% +65,629 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,675 shares; 2025Q3: 11,875 shares; 2025Q4: 11,745 shares; 2026Q1: 11,199 shares 11,199 $778K <0.01% -546 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,299 shares; 2024Q4: 37,051 shares; 2025Q1: 38,029 shares; 2025Q2: 18,618 shares; 2025Q3: 18,655 shares; 2025Q4: 34,398 shares; 2026Q1: 44,022 shares 44,022 $775K <0.01% +9,624 Timeline PXF 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: 3,875 shares; 2024Q4: 15,023 shares; 2025Q1: 12,065 shares; 2025Q2: 10,594 shares; 2025Q3: 12,136 shares; 2025Q4: 11,735 shares; 2026Q1: 11,078 shares 11,078 $774K <0.01% -657 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,313 shares; 2024Q4: 23,932 shares; 2025Q1: 32,524 shares; 2025Q2: 30,424 shares; 2025Q3: 28,878 shares; 2025Q4: 28,878 shares; 2026Q1: 19,771 shares 19,771 $774K <0.01% -9,107 Timeline BBHY 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: 24,716 shares; 2024Q4: 33,930 shares; 2025Q1: 38,052 shares; 2025Q2: 22,881 shares; 2025Q3: 24,025 shares; 2025Q4: 24,025 shares; 2026Q1: 16,870 shares 16,870 $773K <0.01% -7,155 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,982 shares; 2025Q3: 19,175 shares; 2025Q4: 19,174 shares; 2026Q1: 14,645 shares 14,645 $773K <0.01% -4,529 Timeline