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: 612,455 shares; 2024Q4: 419,597 shares; 2025Q1: 403,863 shares; 2025Q2: 376,733 shares; 2025Q3: 403,766 shares; 2025Q4: 992,799 shares; 2026Q1: 724,989 shares 724,989 $122M 0.03% -267,810 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712,029 shares; 2024Q4: 647,551 shares; 2025Q1: 711,006 shares; 2025Q2: 835,200 shares; 2025Q3: 1,111,197 shares; 2025Q4: 1,231,914 shares; 2026Q1: 1,263,512 shares 1,263,512 $122M 0.03% +31,598 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,630 shares; 2025Q4: 1,290,811 shares; 2026Q1: 4,568,658 shares 4,568,658 $122M 0.03% +3,277,847 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,946 shares; 2024Q4: 136,087 shares; 2025Q1: 143,316 shares; 2025Q2: 147,587 shares; 2025Q3: 156,481 shares; 2025Q4: 164,552 shares; 2026Q1: 166,663 shares 166,663 $121M 0.03% +2,111 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: 132,642 shares; 2024Q4: 271,680 shares; 2025Q1: 561,805 shares; 2025Q2: 643,907 shares; 2025Q3: 965,538 shares; 2025Q4: 1,057,924 shares; 2026Q1: 1,129,797 shares 1,129,797 $121M 0.03% +71,873 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: 3,249,567 shares; 2024Q4: 3,437,898 shares; 2025Q1: 3,894,950 shares; 2025Q2: 4,064,306 shares; 2025Q3: 4,234,209 shares; 2025Q4: 3,773,599 shares; 2026Q1: 4,220,676 shares 4,220,676 $121M 0.03% +447,077 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,477 shares; 2024Q4: 578,210 shares; 2025Q1: 564,875 shares; 2025Q2: 574,649 shares; 2025Q3: 596,746 shares; 2025Q4: 592,338 shares; 2026Q1: 592,977 shares 592,977 $121M 0.03% +639 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401,279 shares; 2025Q4: 728,821 shares; 2026Q1: 4,845,652 shares 4,845,652 $121M 0.03% +4,116,831 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795,823 shares; 2024Q4: 790,135 shares; 2025Q1: 815,836 shares; 2025Q2: 1,040,889 shares; 2025Q3: 1,174,489 shares; 2025Q4: 1,264,638 shares; 2026Q1: 1,292,242 shares 1,292,242 $121M 0.03% +27,604 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,304 shares; 2025Q1: 255,245 shares; 2025Q2: 683,500 shares; 2025Q3: 1,915,473 shares; 2025Q4: 2,741,720 shares; 2026Q1: 3,945,807 shares 3,945,807 $120M 0.03% +1,204,087 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,713 shares; 2024Q4: 191,053 shares; 2025Q1: 216,944 shares; 2025Q2: 240,616 shares; 2025Q3: 264,182 shares; 2025Q4: 276,878 shares; 2026Q1: 268,062 shares 268,062 $120M 0.03% -8,816 Timeline FLTR 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: 2,301,801 shares; 2024Q4: 3,074,762 shares; 2025Q1: 3,779,799 shares; 2025Q2: 4,135,621 shares; 2025Q3: 4,578,822 shares; 2025Q4: 4,563,701 shares; 2026Q1: 4,667,138 shares 4,667,138 $119M 0.03% +103,437 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: 790,741 shares; 2024Q4: 957,043 shares; 2025Q1: 973,149 shares; 2025Q2: 985,530 shares; 2025Q3: 1,007,091 shares; 2025Q4: 995,611 shares; 2026Q1: 972,370 shares 972,370 $119M 0.03% -23,241 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,707 shares; 2025Q2: 463,619 shares; 2025Q3: 1,948,925 shares; 2025Q4: 2,976,899 shares; 2026Q1: 4,679,608 shares 4,679,608 $118M 0.03% +1,702,709 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123,981 shares; 2024Q4: 1,509,407 shares; 2025Q1: 1,874,753 shares; 2025Q2: 2,207,827 shares; 2025Q3: 2,286,768 shares; 2025Q4: 2,270,496 shares; 2026Q1: 2,363,241 shares 2,363,241 $118M 0.03% +92,745 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507,371 shares; 2024Q4: 2,101,776 shares; 2025Q1: 2,179,768 shares; 2025Q2: 2,046,267 shares; 2025Q3: 2,127,067 shares; 2025Q4: 2,308,525 shares; 2026Q1: 2,328,660 shares 2,328,660 $118M 0.03% +20,135 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,815 shares; 2024Q4: 481,412 shares; 2025Q1: 630,872 shares; 2025Q2: 963,855 shares; 2025Q3: 1,181,222 shares; 2025Q4: 1,388,541 shares; 2026Q1: 1,544,842 shares 1,544,842 $117M 0.03% +156,301 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,001 shares; 2024Q4: 257,496 shares; 2025Q1: 279,917 shares; 2025Q2: 468,483 shares; 2025Q3: 547,715 shares; 2025Q4: 619,329 shares; 2026Q1: 638,791 shares 638,791 $117M 0.03% +19,462 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058,278 shares; 2024Q4: 1,303,078 shares; 2025Q1: 1,377,052 shares; 2025Q2: 1,549,012 shares; 2025Q3: 1,738,425 shares; 2025Q4: 2,025,038 shares; 2026Q1: 2,231,284 shares 2,231,284 $116M 0.03% +206,246 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,534 shares; 2024Q4: 592,510 shares; 2025Q1: 657,404 shares; 2025Q2: 700,133 shares; 2025Q3: 586,943 shares; 2025Q4: 627,471 shares; 2026Q1: 583,488 shares 583,488 $116M 0.03% -43,983 Timeline BUFZ 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: 1,126,549 shares; 2024Q4: 1,985,917 shares; 2025Q1: 2,783,365 shares; 2025Q2: 3,355,048 shares; 2025Q3: 3,155,525 shares; 2025Q4: 3,993,430 shares; 2026Q1: 4,369,686 shares 4,369,686 $115M 0.03% +376,256 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982,544 shares; 2024Q4: 1,997,959 shares; 2025Q1: 2,228,326 shares; 2025Q2: 2,349,160 shares; 2025Q3: 2,506,893 shares; 2025Q4: 2,467,501 shares; 2026Q1: 2,620,632 shares 2,620,632 $114M 0.03% +153,131 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015,668 shares; 2024Q4: 1,218,103 shares; 2025Q1: 1,282,584 shares; 2025Q2: 1,415,291 shares; 2025Q3: 1,543,589 shares; 2025Q4: 1,578,806 shares; 2026Q1: 1,250,180 shares 1,250,180 $114M 0.03% -328,626 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,691 shares; 2024Q4: 395,447 shares; 2025Q1: 577,710 shares; 2025Q2: 864,906 shares; 2025Q3: 1,389,544 shares; 2025Q4: 1,880,169 shares; 2026Q1: 2,309,345 shares 2,309,345 $114M 0.03% +429,176 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,338 shares; 2024Q4: 197,793 shares; 2025Q1: 206,005 shares; 2025Q2: 263,501 shares; 2025Q3: 368,953 shares; 2025Q4: 387,591 shares; 2026Q1: 389,297 shares 389,297 $114M 0.03% +1,706 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550,376 shares; 2024Q4: 1,919,381 shares; 2025Q1: 1,976,404 shares; 2025Q2: 2,051,310 shares; 2025Q3: 2,037,185 shares; 2025Q4: 1,990,621 shares; 2026Q1: 2,517,561 shares 2,517,561 $113M 0.03% +526,940 Timeline FISR 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: 3,204,567 shares; 2024Q4: 2,680,359 shares; 2025Q1: 3,167,499 shares; 2025Q2: 4,213,386 shares; 2025Q3: 1,978,470 shares; 2025Q4: 3,246,421 shares; 2026Q1: 4,359,346 shares 4,359,346 $112M 0.03% +1,112,925 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: 2,173,463 shares; 2024Q4: 2,113,743 shares; 2025Q1: 2,055,024 shares; 2025Q2: 2,523,584 shares; 2025Q3: 2,566,565 shares; 2025Q4: 2,265,496 shares; 2026Q1: 2,239,151 shares 2,239,151 $111M 0.03% -26,345 Timeline XOP 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: 235,978 shares; 2024Q4: 203,466 shares; 2025Q1: 209,909 shares; 2025Q2: 190,876 shares; 2025Q3: 170,578 shares; 2025Q4: 157,671 shares; 2026Q1: 610,685 shares 610,685 $111M 0.03% +453,014 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,138 shares; 2024Q4: 758,255 shares; 2025Q1: 785,932 shares; 2025Q2: 870,845 shares; 2025Q3: 970,909 shares; 2025Q4: 991,496 shares; 2026Q1: 918,506 shares 918,506 $111M 0.03% -72,990 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933,485 shares; 2024Q4: 4,266,626 shares; 2025Q1: 4,270,526 shares; 2025Q2: 4,172,460 shares; 2025Q3: 5,027,942 shares; 2025Q4: 4,775,651 shares; 2026Q1: 5,426,000 shares 5,426,000 $111M 0.03% +650,349 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929,267 shares; 2025Q4: 1,386,772 shares; 2026Q1: 3,722,274 shares 3,722,274 $111M 0.03% +2,335,502 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: 743,935 shares; 2024Q4: 921,682 shares; 2025Q1: 849,763 shares; 2025Q2: 970,378 shares; 2025Q3: 928,343 shares; 2025Q4: 1,033,462 shares; 2026Q1: 1,037,196 shares 1,037,196 $110M 0.03% +3,734 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,222 shares; 2024Q4: 218,192 shares; 2025Q1: 311,821 shares; 2025Q2: 328,532 shares; 2025Q3: 379,500 shares; 2025Q4: 409,956 shares; 2026Q1: 394,162 shares 394,162 $110M 0.03% -15,794 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: 378,373 shares; 2024Q4: 429,445 shares; 2025Q1: 440,223 shares; 2025Q2: 467,196 shares; 2025Q3: 481,028 shares; 2025Q4: 486,850 shares; 2026Q1: 465,645 shares 465,645 $110M 0.03% -21,205 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,341 shares; 2024Q4: 198,768 shares; 2025Q1: 249,226 shares; 2025Q2: 296,093 shares; 2025Q3: 377,994 shares; 2025Q4: 513,283 shares; 2026Q1: 1,008,260 shares 1,008,260 $109M 0.03% +494,977 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,675,285 shares; 2025Q4: 1,935,015 shares; 2026Q1: 2,171,425 shares 2,171,425 $109M 0.03% +236,410 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430,392 shares; 2024Q4: 1,521,753 shares; 2025Q1: 1,546,369 shares; 2025Q2: 1,658,094 shares; 2025Q3: 1,798,710 shares; 2025Q4: 1,638,127 shares; 2026Q1: 1,893,351 shares 1,893,351 $109M 0.03% +255,224 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,037 shares; 2024Q4: 428,424 shares; 2025Q1: 493,004 shares; 2025Q2: 514,960 shares; 2025Q3: 542,086 shares; 2025Q4: 528,688 shares; 2026Q1: 518,393 shares 518,393 $109M 0.03% -10,295 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925,125 shares; 2024Q4: 2,278,767 shares; 2025Q1: 2,779,602 shares; 2025Q2: 2,477,313 shares; 2025Q3: 2,242,403 shares; 2025Q4: 2,100,362 shares; 2026Q1: 2,188,863 shares 2,188,863 $109M 0.03% +88,501 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,812 shares; 2024Q4: 39,490 shares; 2025Q1: 44,837 shares; 2025Q2: 51,850 shares; 2025Q3: 54,443 shares; 2025Q4: 60,064 shares; 2026Q1: 62,404 shares 62,404 $108M 0.03% +2,340 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,171 shares; 2024Q4: 178,538 shares; 2025Q1: 375,652 shares; 2025Q2: 775,778 shares; 2025Q3: 1,346,015 shares; 2025Q4: 1,922,479 shares; 2026Q1: 2,164,355 shares 2,164,355 $108M 0.03% +241,876 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,548 shares; 2024Q4: 130,322 shares; 2025Q1: 122,213 shares; 2025Q2: 151,659 shares; 2025Q3: 264,279 shares; 2025Q4: 333,217 shares; 2026Q1: 396,886 shares 396,886 $107M 0.03% +63,669 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709,326 shares; 2024Q4: 798,365 shares; 2025Q1: 783,612 shares; 2025Q2: 859,551 shares; 2025Q3: 953,784 shares; 2025Q4: 1,003,399 shares; 2026Q1: 1,071,219 shares 1,071,219 $107M 0.03% +67,820 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,997 shares; 2025Q1: 257,533 shares; 2025Q2: 286,297 shares; 2025Q3: 757,238 shares; 2025Q4: 1,099,744 shares; 2026Q1: 2,073,212 shares 2,073,212 $107M 0.03% +973,468 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,755,425 shares; 2024Q4: 1,656,519 shares; 2025Q1: 1,755,008 shares; 2025Q2: 1,872,966 shares; 2025Q3: 1,806,089 shares; 2025Q4: 2,249,697 shares; 2026Q1: 3,723,288 shares 3,723,288 $107M 0.03% +1,473,591 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,645 shares; 2024Q4: 198,113 shares; 2025Q1: 226,160 shares; 2025Q2: 243,250 shares; 2025Q3: 272,750 shares; 2025Q4: 380,713 shares; 2026Q1: 486,245 shares 486,245 $106M 0.03% +105,532 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141,806 shares; 2024Q4: 1,284,096 shares; 2025Q1: 1,520,721 shares; 2025Q2: 1,683,755 shares; 2025Q3: 1,743,317 shares; 2025Q4: 1,812,118 shares; 2026Q1: 2,206,237 shares 2,206,237 $106M 0.03% +394,119 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561,943 shares; 2024Q4: 675,332 shares; 2025Q1: 799,775 shares; 2025Q2: 1,108,736 shares; 2025Q3: 1,145,712 shares; 2025Q4: 1,163,591 shares; 2026Q1: 1,062,320 shares 1,062,320 $105M 0.03% -101,271 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,644 shares; 2024Q4: 589,359 shares; 2025Q1: 1,053,856 shares; 2025Q2: 1,452,065 shares; 2025Q3: 2,196,759 shares; 2025Q4: 2,498,998 shares; 2026Q1: 2,677,686 shares 2,677,686 $105M 0.03% +178,688 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292,382 shares; 2024Q4: 1,486,525 shares; 2025Q1: 1,295,253 shares; 2025Q2: 1,528,748 shares; 2025Q3: 2,378,517 shares; 2025Q4: 2,794,927 shares; 2026Q1: 2,824,834 shares 2,824,834 $105M 0.03% +29,907 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,653 shares; 2024Q4: 231,276 shares; 2025Q1: 252,629 shares; 2025Q2: 297,772 shares; 2025Q3: 423,680 shares; 2025Q4: 424,722 shares; 2026Q1: 496,064 shares 496,064 $105M 0.03% +71,342 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,883 shares; 2024Q4: 444,953 shares; 2025Q1: 402,934 shares; 2025Q2: 442,852 shares; 2025Q3: 450,678 shares; 2025Q4: 436,847 shares; 2026Q1: 431,085 shares 431,085 $105M 0.03% -5,762 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,175 shares; 2024Q4: 203,766 shares; 2025Q1: 190,389 shares; 2025Q2: 223,705 shares; 2025Q3: 242,812 shares; 2025Q4: 245,971 shares; 2026Q1: 242,272 shares 242,272 $105M 0.03% -3,699 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260,062 shares; 2024Q4: 1,343,781 shares; 2025Q1: 1,422,612 shares; 2025Q2: 1,516,605 shares; 2025Q3: 1,585,200 shares; 2025Q4: 1,552,750 shares; 2026Q1: 1,434,609 shares 1,434,609 $105M 0.03% -118,141 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715,042 shares; 2024Q4: 713,996 shares; 2025Q1: 685,271 shares; 2025Q2: 671,403 shares; 2025Q3: 703,148 shares; 2025Q4: 690,775 shares; 2026Q1: 675,983 shares 675,983 $104M 0.03% -14,792 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,024 shares; 2024Q4: 169,918 shares; 2025Q1: 198,282 shares; 2025Q2: 231,395 shares; 2025Q3: 258,775 shares; 2025Q4: 247,287 shares; 2026Q1: 265,906 shares 265,906 $104M 0.03% +18,619 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,269,375 shares; 2024Q4: 1,079,222 shares; 2025Q1: 1,201,641 shares; 2025Q2: 1,193,403 shares; 2025Q3: 1,411,577 shares; 2025Q4: 1,481,684 shares; 2026Q1: 1,444,958 shares 1,444,958 $104M 0.03% -36,726 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: 577,401 shares; 2024Q4: 522,551 shares; 2025Q1: 512,576 shares; 2025Q2: 563,369 shares; 2025Q3: 787,843 shares; 2025Q4: 883,206 shares; 2026Q1: 958,019 shares 958,019 $104M 0.03% +74,813 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,423 shares; 2024Q4: 384,192 shares; 2025Q1: 412,129 shares; 2025Q2: 394,971 shares; 2025Q3: 399,408 shares; 2025Q4: 411,072 shares; 2026Q1: 424,342 shares 424,342 $104M 0.03% +13,270 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: 338,782 shares; 2024Q4: 769,743 shares; 2025Q1: 1,218,673 shares; 2025Q2: 2,141,139 shares; 2025Q3: 2,351,491 shares; 2025Q4: 2,653,482 shares; 2026Q1: 2,847,497 shares 2,847,497 $103M 0.03% +194,015 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580,846 shares; 2024Q4: 1,771,835 shares; 2025Q1: 1,818,572 shares; 2025Q2: 1,937,260 shares; 2025Q3: 2,083,198 shares; 2025Q4: 2,133,566 shares; 2026Q1: 2,223,359 shares 2,223,359 $103M 0.03% +89,793 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,203 shares; 2024Q4: 473,609 shares; 2025Q1: 563,940 shares; 2025Q2: 707,420 shares; 2025Q3: 763,946 shares; 2025Q4: 776,582 shares; 2026Q1: 628,830 shares 628,830 $103M 0.03% -147,752 Timeline IJS 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: 772,116 shares; 2024Q4: 731,544 shares; 2025Q1: 865,117 shares; 2025Q2: 929,734 shares; 2025Q3: 896,296 shares; 2025Q4: 896,028 shares; 2026Q1: 869,840 shares 869,840 $103M 0.03% -26,188 Timeline EPS 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: 1,073,009 shares; 2024Q4: 1,081,053 shares; 2025Q1: 1,131,261 shares; 2025Q2: 1,278,743 shares; 2025Q3: 1,347,028 shares; 2025Q4: 1,432,392 shares; 2026Q1: 1,512,378 shares 1,512,378 $103M 0.03% +79,986 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247,913 shares; 2024Q4: 744,355 shares; 2025Q1: 779,363 shares; 2025Q2: 637,774 shares; 2025Q3: 759,097 shares; 2025Q4: 1,072,608 shares; 2026Q1: 1,211,737 shares 1,211,737 $102M 0.03% +139,129 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,531 shares; 2024Q4: 654,199 shares; 2025Q1: 817,455 shares; 2025Q2: 800,652 shares; 2025Q3: 788,433 shares; 2025Q4: 798,608 shares; 2026Q1: 772,213 shares 772,213 $102M 0.03% -26,395 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424,672 shares; 2024Q4: 1,737,914 shares; 2025Q1: 2,246,432 shares; 2025Q2: 2,333,941 shares; 2025Q3: 2,467,782 shares; 2025Q4: 2,873,030 shares; 2026Q1: 1,083,204 shares 1,083,204 $102M 0.03% -1,789,826 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: 192,776 shares; 2024Q4: 210,530 shares; 2025Q1: 158,480 shares; 2025Q2: 243,302 shares; 2025Q3: 266,853 shares; 2025Q4: 303,760 shares; 2026Q1: 255,632 shares 255,632 $102M 0.03% -48,128 Timeline BBAG 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: 1,779,911 shares; 2024Q4: 2,032,437 shares; 2025Q1: 2,356,179 shares; 2025Q2: 3,733,819 shares; 2025Q3: 3,678,850 shares; 2025Q4: 2,116,045 shares; 2026Q1: 2,203,713 shares 2,203,713 $102M 0.03% +87,668 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904,889 shares; 2024Q4: 1,368,033 shares; 2025Q1: 1,432,048 shares; 2025Q2: 1,381,839 shares; 2025Q3: 1,758,913 shares; 2025Q4: 2,059,659 shares; 2026Q1: 2,272,206 shares 2,272,206 $101M 0.03% +212,547 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,970 shares; 2025Q1: 1,577,487 shares; 2025Q2: 2,334,806 shares; 2025Q3: 3,059,134 shares; 2025Q4: 3,643,204 shares; 2026Q1: 6,042,784 shares 6,042,784 $101M 0.03% +2,399,580 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691,377 shares; 2024Q4: 641,784 shares; 2025Q1: 620,671 shares; 2025Q2: 605,035 shares; 2025Q3: 682,083 shares; 2025Q4: 875,547 shares; 2026Q1: 792,546 shares 792,546 $101M 0.03% -83,001 Timeline NULG 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: 838,777 shares; 2024Q4: 872,782 shares; 2025Q1: 768,210 shares; 2025Q2: 798,120 shares; 2025Q3: 856,294 shares; 2025Q4: 971,536 shares; 2026Q1: 1,111,639 shares 1,111,639 $101M 0.03% +140,103 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: 606,039 shares; 2024Q4: 624,953 shares; 2025Q1: 605,150 shares; 2025Q2: 763,129 shares; 2025Q3: 836,621 shares; 2025Q4: 969,728 shares; 2026Q1: 1,047,297 shares 1,047,297 $101M 0.03% +77,569 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: 1,101,361 shares; 2024Q4: 3,495,163 shares; 2025Q1: 3,523,715 shares; 2025Q2: 3,569,177 shares; 2025Q3: 3,781,097 shares; 2025Q4: 3,251,539 shares; 2026Q1: 3,312,316 shares 3,312,316 $101M 0.03% +60,777 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: 819,743 shares; 2024Q4: 832,024 shares; 2025Q1: 912,898 shares; 2025Q2: 893,831 shares; 2025Q3: 900,020 shares; 2025Q4: 917,710 shares; 2026Q1: 923,652 shares 923,652 $101M 0.03% +5,942 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308,689 shares; 2026Q1: 1,907,606 shares 1,907,606 $101M 0.03% -401,083 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,669 shares; 2024Q4: 165,022 shares; 2025Q1: 158,036 shares; 2025Q2: 172,211 shares; 2025Q3: 172,465 shares; 2025Q4: 174,446 shares; 2026Q1: 163,404 shares 163,404 $101M 0.03% -11,042 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916,279 shares; 2024Q4: 2,964,299 shares; 2025Q1: 3,455,029 shares; 2025Q2: 3,379,925 shares; 2025Q3: 3,800,748 shares; 2025Q4: 4,410,462 shares; 2026Q1: 4,852,167 shares 4,852,167 $101M 0.03% +441,705 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,034 shares; 2024Q4: 633,649 shares; 2025Q1: 857,728 shares; 2025Q2: 1,119,980 shares; 2025Q3: 1,533,884 shares; 2025Q4: 1,731,327 shares; 2026Q1: 1,939,891 shares 1,939,891 $101M 0.03% +208,564 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,273 shares; 2024Q4: 473,677 shares; 2025Q1: 482,776 shares; 2025Q2: 530,223 shares; 2025Q3: 562,269 shares; 2025Q4: 589,891 shares; 2026Q1: 503,744 shares 503,744 $99.9M 0.03% -86,147 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771,105 shares; 2024Q4: 1,079,347 shares; 2025Q1: 1,081,779 shares; 2025Q2: 1,100,753 shares; 2025Q3: 1,114,947 shares; 2025Q4: 1,201,414 shares; 2026Q1: 1,174,416 shares 1,174,416 $99.7M 0.03% -26,998 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: 336,232 shares; 2024Q4: 400,114 shares; 2025Q1: 425,818 shares; 2025Q2: 438,678 shares; 2025Q3: 495,609 shares; 2025Q4: 512,173 shares; 2026Q1: 478,007 shares 478,007 $99.4M 0.03% -34,166 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,334 shares; 2025Q3: 414,193 shares; 2025Q4: 930,028 shares; 2026Q1: 2,107,225 shares 2,107,225 $99M 0.03% +1,177,197 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,863 shares; 2024Q4: 293,201 shares; 2025Q1: 351,869 shares; 2025Q2: 394,327 shares; 2025Q3: 416,366 shares; 2025Q4: 389,165 shares; 2026Q1: 348,932 shares 348,932 $99M 0.03% -40,233 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797,106 shares; 2024Q4: 848,889 shares; 2025Q1: 864,647 shares; 2025Q2: 872,484 shares; 2025Q3: 923,866 shares; 2025Q4: 1,001,829 shares; 2026Q1: 1,070,746 shares 1,070,746 $98.9M 0.03% +68,917 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601,895 shares; 2024Q4: 1,253,462 shares; 2025Q1: 1,568,446 shares; 2025Q2: 1,893,921 shares; 2025Q3: 1,943,564 shares; 2025Q4: 2,146,635 shares; 2026Q1: 2,098,996 shares 2,098,996 $98.7M 0.03% -47,639 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: 317,714 shares; 2024Q4: 358,348 shares; 2025Q1: 455,739 shares; 2025Q2: 487,311 shares; 2025Q3: 498,001 shares; 2025Q4: 478,157 shares; 2026Q1: 450,196 shares 450,196 $98.6M 0.03% -27,961 Timeline IGEB 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: 2,206,094 shares; 2024Q4: 1,319,131 shares; 2025Q1: 1,414,795 shares; 2025Q2: 2,016,169 shares; 2025Q3: 2,288,778 shares; 2025Q4: 2,422,630 shares; 2026Q1: 2,180,489 shares 2,180,489 $98.3M 0.03% -242,141 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129,979 shares; 2024Q4: 2,288,819 shares; 2025Q1: 2,622,627 shares; 2025Q2: 2,910,616 shares; 2025Q3: 3,412,655 shares; 2025Q4: 4,047,513 shares; 2026Q1: 4,044,967 shares 4,044,967 $98M 0.03% -2,546 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730,689 shares; 2024Q4: 812,862 shares; 2025Q1: 844,947 shares; 2025Q2: 872,711 shares; 2025Q3: 901,299 shares; 2025Q4: 936,052 shares; 2026Q1: 948,895 shares 948,895 $97.9M 0.03% +12,843 Timeline ECON COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 2,103,072 shares; 2025Q1: 2,094,072 shares; 2025Q2: 1,937,982 shares; 2025Q3: 2,292,061 shares; 2025Q4: 2,259,627 shares; 2026Q1: 3,385,200 shares 3,385,200 $97.3M 0.03% +1,125,573 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,237 shares; 2024Q4: 257,318 shares; 2025Q1: 378,586 shares; 2025Q2: 402,662 shares; 2025Q3: 430,783 shares; 2025Q4: 597,089 shares; 2026Q1: 1,014,302 shares 1,014,302 $97.2M 0.03% +417,213 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409,553 shares; 2024Q4: 2,080,768 shares; 2025Q1: 2,005,165 shares; 2025Q2: 2,017,686 shares; 2025Q3: 1,989,624 shares; 2025Q4: 1,949,899 shares; 2026Q1: 1,848,389 shares 1,848,389 $97.1M 0.03% -101,510 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963,223 shares; 2024Q4: 944,601 shares; 2025Q1: 953,625 shares; 2025Q2: 966,699 shares; 2025Q3: 976,778 shares; 2025Q4: 981,725 shares; 2026Q1: 880,996 shares 880,996 $96.7M 0.03% -100,729 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,271 shares; 2024Q4: 683,600 shares; 2025Q1: 678,198 shares; 2025Q2: 708,216 shares; 2025Q3: 767,797 shares; 2025Q4: 932,679 shares; 2026Q1: 849,865 shares 849,865 $96.2M 0.03% -82,814 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: 5,464,769 shares; 2026Q1: 5,778,813 shares 5,778,813 $96M 0.03% +314,044 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070,807 shares; 2024Q4: 2,370,738 shares; 2025Q1: 2,880,793 shares; 2025Q2: 2,975,645 shares; 2025Q3: 3,269,472 shares; 2025Q4: 3,625,398 shares; 2026Q1: 3,811,822 shares 3,811,822 $96M 0.03% +186,424 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760,498 shares; 2024Q4: 2,291,015 shares; 2025Q1: 2,861,014 shares; 2025Q2: 2,693,294 shares; 2025Q3: 2,730,412 shares; 2025Q4: 2,513,491 shares; 2026Q1: 3,336,767 shares 3,336,767 $95.8M 0.03% +823,276 Timeline ICLO 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: 378,892 shares; 2024Q4: 780,144 shares; 2025Q1: 1,371,414 shares; 2025Q2: 1,503,883 shares; 2025Q3: 2,445,117 shares; 2025Q4: 3,384,749 shares; 2026Q1: 3,746,881 shares 3,746,881 $95.6M 0.03% +362,132 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,724 shares; 2024Q4: 448,672 shares; 2025Q1: 523,554 shares; 2025Q2: 613,494 shares; 2025Q3: 901,848 shares; 2025Q4: 777,720 shares; 2026Q1: 804,368 shares 804,368 $95.4M 0.03% +26,648 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: 555,711 shares; 2024Q4: 661,112 shares; 2025Q1: 733,229 shares; 2025Q2: 802,846 shares; 2025Q3: 1,199,222 shares; 2025Q4: 1,167,475 shares; 2026Q1: 1,176,951 shares 1,176,951 $95.3M 0.03% +9,476 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588,459 shares; 2024Q4: 581,778 shares; 2025Q1: 745,936 shares; 2025Q2: 723,885 shares; 2025Q3: 1,113,894 shares; 2025Q4: 900,844 shares; 2026Q1: 1,056,369 shares 1,056,369 $95.2M 0.03% +155,525 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,589 shares; 2024Q4: 450,219 shares; 2025Q1: 465,995 shares; 2025Q2: 460,093 shares; 2025Q3: 551,535 shares; 2025Q4: 607,748 shares; 2026Q1: 620,427 shares 620,427 $94.8M 0.03% +12,679 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: 310,308 shares; 2024Q4: 326,194 shares; 2025Q1: 348,303 shares; 2025Q2: 316,918 shares; 2025Q3: 324,149 shares; 2025Q4: 359,062 shares; 2026Q1: 340,715 shares 340,715 $94.7M 0.03% -18,347 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,413 shares; 2024Q4: 193,590 shares; 2025Q1: 308,013 shares; 2025Q2: 565,977 shares; 2025Q3: 861,016 shares; 2025Q4: 1,153,353 shares; 2026Q1: 1,184,908 shares 1,184,908 $94.7M 0.03% +31,555 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,189 shares; 2024Q4: 684,680 shares; 2025Q1: 741,474 shares; 2025Q2: 1,195,133 shares; 2025Q3: 1,180,869 shares; 2025Q4: 1,203,838 shares; 2026Q1: 1,315,349 shares 1,315,349 $94.5M 0.03% +111,511 Timeline CLOI 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: 714,210 shares; 2024Q4: 855,783 shares; 2025Q1: 1,283,259 shares; 2025Q2: 1,313,075 shares; 2025Q3: 1,607,835 shares; 2025Q4: 2,027,584 shares; 2026Q1: 1,790,338 shares 1,790,338 $94.4M 0.03% -237,246 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: 533,005 shares; 2024Q4: 945,340 shares; 2025Q1: 948,047 shares; 2025Q2: 718,250 shares; 2025Q3: 861,006 shares; 2025Q4: 1,035,083 shares; 2026Q1: 925,628 shares 925,628 $94.2M 0.03% -109,455 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: 2,036,400 shares; 2024Q4: 1,596,507 shares; 2025Q1: 1,664,500 shares; 2025Q2: 1,967,217 shares; 2025Q3: 1,826,065 shares; 2025Q4: 1,810,292 shares; 2026Q1: 1,843,400 shares 1,843,400 $94.2M 0.03% +33,108 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508,657 shares; 2024Q4: 2,447,707 shares; 2025Q1: 3,243,889 shares; 2025Q2: 3,441,026 shares; 2025Q3: 2,051,307 shares; 2025Q4: 2,402,379 shares; 2026Q1: 4,231,971 shares 4,231,971 $94M 0.02% +1,829,592 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: 865,775 shares; 2024Q4: 1,095,827 shares; 2025Q1: 1,404,062 shares; 2025Q2: 1,422,391 shares; 2025Q3: 1,314,900 shares; 2025Q4: 1,295,015 shares; 2026Q1: 1,268,748 shares 1,268,748 $93.8M 0.02% -26,267 Timeline DXJ 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: 523,085 shares; 2024Q4: 550,874 shares; 2025Q1: 518,201 shares; 2025Q2: 476,974 shares; 2025Q3: 479,371 shares; 2025Q4: 498,977 shares; 2026Q1: 589,058 shares 589,058 $93.4M 0.02% +90,081 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: 175,411 shares; 2024Q4: 188,828 shares; 2025Q1: 230,917 shares; 2025Q2: 249,055 shares; 2025Q3: 265,111 shares; 2025Q4: 288,976 shares; 2026Q1: 297,316 shares 297,316 $93.4M 0.02% +8,340 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347,924 shares; 2024Q4: 2,109,269 shares; 2025Q1: 994,542 shares; 2025Q2: 1,150,705 shares; 2025Q3: 1,582,953 shares; 2025Q4: 1,698,090 shares; 2026Q1: 1,921,828 shares 1,921,828 $93.1M 0.02% +223,738 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: 1,336,926 shares; 2026Q1: 1,632,782 shares 1,632,782 $93M 0.02% +295,856 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,812 shares; 2024Q4: 414,076 shares; 2025Q1: 1,390,140 shares; 2025Q2: 1,917,142 shares; 2025Q3: 2,260,156 shares; 2025Q4: 2,621,893 shares; 2026Q1: 3,006,861 shares 3,006,861 $92.6M 0.02% +384,968 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,421 shares; 2024Q4: 201,404 shares; 2025Q1: 216,325 shares; 2025Q2: 218,386 shares; 2025Q3: 243,389 shares; 2025Q4: 243,796 shares; 2026Q1: 222,047 shares 222,047 $92.5M 0.02% -21,749 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,873 shares; 2024Q4: 506,761 shares; 2025Q1: 562,817 shares; 2025Q2: 551,159 shares; 2025Q3: 626,257 shares; 2025Q4: 635,179 shares; 2026Q1: 737,233 shares 737,233 $92.5M 0.02% +102,054 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,602 shares; 2024Q4: 276,830 shares; 2025Q1: 582,311 shares; 2025Q2: 759,950 shares; 2025Q3: 667,514 shares; 2025Q4: 345,782 shares; 2026Q1: 514,486 shares 514,486 $92.4M 0.02% +168,704 Timeline LIT 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: 421,567 shares; 2024Q4: 352,042 shares; 2025Q1: 293,573 shares; 2025Q2: 263,492 shares; 2025Q3: 1,238,309 shares; 2025Q4: 1,239,132 shares; 2026Q1: 1,241,605 shares 1,241,605 $92.3M 0.02% +2,473 Timeline SYSB 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: 4,556 shares; 2024Q4: 4,820 shares; 2025Q1: 4,740 shares; 2025Q2: 6,876 shares; 2025Q3: 6,602 shares; 2025Q4: 887,775 shares; 2026Q1: 1,034,567 shares 1,034,567 $92.1M 0.02% +146,792 Timeline LGOV 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: 2,842,501 shares; 2024Q4: 2,925,779 shares; 2025Q1: 3,194,436 shares; 2025Q2: 2,711,115 shares; 2025Q3: 3,487,451 shares; 2025Q4: 3,889,011 shares; 2026Q1: 4,265,669 shares 4,265,669 $92M 0.02% +376,658 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166,946 shares; 2024Q4: 1,110,334 shares; 2025Q1: 1,136,150 shares; 2025Q2: 1,081,722 shares; 2025Q3: 1,040,934 shares; 2025Q4: 1,053,654 shares; 2026Q1: 1,080,226 shares 1,080,226 $92M 0.02% +26,572 Timeline IXN 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: 843,337 shares; 2024Q4: 836,177 shares; 2025Q1: 848,664 shares; 2025Q2: 817,228 shares; 2025Q3: 911,225 shares; 2025Q4: 954,811 shares; 2026Q1: 916,113 shares 916,113 $91.6M 0.02% -38,698 Timeline VLU 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: 352,478 shares; 2024Q4: 349,912 shares; 2025Q1: 377,365 shares; 2025Q2: 430,857 shares; 2025Q3: 374,929 shares; 2025Q4: 406,592 shares; 2026Q1: 425,715 shares 425,715 $91.5M 0.02% +19,123 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,447 shares; 2024Q4: 193,398 shares; 2025Q1: 206,456 shares; 2025Q2: 239,968 shares; 2025Q3: 283,947 shares; 2025Q4: 290,243 shares; 2026Q1: 292,995 shares 292,995 $91.5M 0.02% +2,752 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,465 shares; 2024Q4: 179,333 shares; 2025Q1: 291,673 shares; 2025Q2: 332,259 shares; 2025Q3: 378,056 shares; 2025Q4: 339,023 shares; 2026Q1: 395,469 shares 395,469 $91.1M 0.02% +56,446 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389,432 shares; 2024Q4: 1,407,728 shares; 2025Q1: 1,902,970 shares; 2025Q2: 1,723,956 shares; 2025Q3: 1,810,922 shares; 2025Q4: 1,888,656 shares; 2026Q1: 1,986,543 shares 1,986,543 $91M 0.02% +97,887 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: 2,611,312 shares; 2024Q4: 2,900,847 shares; 2025Q1: 3,502,382 shares; 2025Q2: 4,178,529 shares; 2025Q3: 4,923,137 shares; 2025Q4: 4,874,023 shares; 2026Q1: 5,288,936 shares 5,288,936 $90.5M 0.02% +414,913 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422,967 shares; 2024Q4: 1,618,579 shares; 2025Q1: 1,902,073 shares; 2025Q2: 1,994,762 shares; 2025Q3: 2,001,085 shares; 2025Q4: 1,959,772 shares; 2026Q1: 1,993,742 shares 1,993,742 $90.2M 0.02% +33,970 Timeline JGLO 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: 1,436,025 shares; 2024Q4: 1,692,351 shares; 2025Q1: 1,768,907 shares; 2025Q2: 1,866,238 shares; 2025Q3: 1,399,507 shares; 2025Q4: 1,308,376 shares; 2026Q1: 1,379,174 shares 1,379,174 $90M 0.02% +70,798 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007,198 shares; 2024Q4: 1,051,869 shares; 2025Q1: 1,078,129 shares; 2025Q2: 1,144,983 shares; 2025Q3: 1,088,455 shares; 2025Q4: 1,101,881 shares; 2026Q1: 1,013,134 shares 1,013,134 $89.6M 0.02% -88,747 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,939 shares; 2024Q4: 492,623 shares; 2025Q1: 495,987 shares; 2025Q2: 538,390 shares; 2025Q3: 554,707 shares; 2025Q4: 576,568 shares; 2026Q1: 563,382 shares 563,382 $89.5M 0.02% -13,186 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694,632 shares; 2024Q4: 903,961 shares; 2025Q1: 850,675 shares; 2025Q2: 973,453 shares; 2025Q3: 987,636 shares; 2025Q4: 1,209,495 shares; 2026Q1: 1,246,765 shares 1,246,765 $89.3M 0.02% +37,270 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,190 shares; 2024Q4: 248,374 shares; 2025Q1: 258,052 shares; 2025Q2: 287,887 shares; 2025Q3: 321,177 shares; 2025Q4: 366,905 shares; 2026Q1: 451,343 shares 451,343 $89.2M 0.02% +84,438 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539,808 shares; 2024Q4: 1,576,418 shares; 2025Q1: 1,810,975 shares; 2025Q2: 1,918,529 shares; 2025Q3: 1,969,957 shares; 2025Q4: 2,012,341 shares; 2026Q1: 2,057,728 shares 2,057,728 $88.9M 0.02% +45,387 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542,849 shares; 2024Q4: 538,297 shares; 2025Q1: 1,064,712 shares; 2025Q2: 1,589,604 shares; 2025Q3: 1,573,164 shares; 2025Q4: 1,707,256 shares; 2026Q1: 1,790,249 shares 1,790,249 $88.8M 0.02% +82,993 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,102,563 shares; 2024Q4: 3,628,407 shares; 2025Q1: 4,032,779 shares; 2025Q2: 4,293,341 shares; 2025Q3: 4,785,943 shares; 2025Q4: 4,940,167 shares; 2026Q1: 5,398,936 shares 5,398,936 $88.7M 0.02% +458,769 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845,994 shares; 2024Q4: 2,988,811 shares; 2025Q1: 3,751,130 shares; 2025Q2: 3,398,644 shares; 2025Q3: 3,748,586 shares; 2025Q4: 4,348,671 shares; 2026Q1: 4,751,065 shares 4,751,065 $88.7M 0.02% +402,394 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: 1,325,681 shares; 2024Q4: 1,469,149 shares; 2025Q1: 1,332,493 shares; 2025Q2: 581,345 shares; 2025Q3: 690,911 shares; 2025Q4: 608,907 shares; 2026Q1: 1,357,893 shares 1,357,893 $88.5M 0.02% +748,986 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,132 shares; 2024Q4: 521,414 shares; 2025Q1: 625,159 shares; 2025Q2: 651,203 shares; 2025Q3: 643,558 shares; 2025Q4: 615,877 shares; 2026Q1: 707,167 shares 707,167 $88.3M 0.02% +91,290 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,042 shares; 2025Q2: 134,972 shares; 2025Q3: 782,379 shares; 2025Q4: 1,632,885 shares; 2026Q1: 2,844,849 shares 2,844,849 $88.2M 0.02% +1,211,964 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,031 shares; 2025Q1: 875,406 shares; 2025Q2: 1,128,761 shares; 2025Q3: 1,372,610 shares; 2025Q4: 1,746,022 shares; 2026Q1: 2,229,330 shares 2,229,330 $87.8M 0.02% +483,308 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,177 shares; 2024Q4: 603,057 shares; 2025Q1: 538,043 shares; 2025Q2: 604,415 shares; 2025Q3: 636,882 shares; 2025Q4: 701,329 shares; 2026Q1: 667,498 shares 667,498 $87.4M 0.02% -33,831 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975,675 shares; 2024Q4: 1,033,281 shares; 2025Q1: 1,296,065 shares; 2025Q2: 1,445,230 shares; 2025Q3: 1,517,161 shares; 2025Q4: 1,507,912 shares; 2026Q1: 1,507,398 shares 1,507,398 $87.3M 0.02% -514 Timeline OCTW 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: 43,835 shares; 2024Q4: 46,616 shares; 2025Q1: 41,021 shares; 2025Q2: 48,067 shares; 2025Q3: 1,816,347 shares; 2025Q4: 2,340,821 shares; 2026Q1: 2,268,557 shares 2,268,557 $87.3M 0.02% -72,264 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: 1,604,427 shares; 2024Q4: 1,586,777 shares; 2025Q1: 1,663,845 shares; 2025Q2: 1,671,981 shares; 2025Q3: 1,395,244 shares; 2025Q4: 1,506,483 shares; 2026Q1: 1,412,046 shares 1,412,046 $87M 0.02% -94,437 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704,168 shares; 2024Q4: 738,506 shares; 2025Q1: 601,560 shares; 2025Q2: 584,273 shares; 2025Q3: 720,603 shares; 2025Q4: 703,150 shares; 2026Q1: 716,792 shares 716,792 $86.9M 0.02% +13,642 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,206 shares; 2024Q4: 516,418 shares; 2025Q1: 526,658 shares; 2025Q2: 654,212 shares; 2025Q3: 785,721 shares; 2025Q4: 795,195 shares; 2026Q1: 907,428 shares 907,428 $86.8M 0.02% +112,233 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: 985,556 shares; 2024Q4: 940,924 shares; 2025Q1: 858,033 shares; 2025Q2: 996,453 shares; 2025Q3: 985,562 shares; 2025Q4: 897,574 shares; 2026Q1: 948,326 shares 948,326 $86.6M 0.02% +50,752 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,563 shares; 2024Q4: 653,496 shares; 2025Q1: 651,556 shares; 2025Q2: 663,248 shares; 2025Q3: 687,715 shares; 2025Q4: 702,659 shares; 2026Q1: 723,188 shares 723,188 $86.4M 0.02% +20,529 Timeline NULV 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: 1,060,571 shares; 2024Q4: 1,087,180 shares; 2025Q1: 1,310,942 shares; 2025Q2: 1,362,650 shares; 2025Q3: 1,419,278 shares; 2025Q4: 1,789,579 shares; 2026Q1: 1,897,819 shares 1,897,819 $86.4M 0.02% +108,240 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 83 shares; 2025Q1: 90 shares; 2025Q2: 87 shares; 2025Q3: 94 shares; 2025Q4: 106 shares; 2026Q1: 120 shares 120 $86.3M 0.02% +14 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,341 shares; 2024Q4: 402,244 shares; 2025Q1: 412,751 shares; 2025Q2: 416,768 shares; 2025Q3: 456,074 shares; 2025Q4: 507,746 shares; 2026Q1: 452,682 shares 452,682 $85.8M 0.02% -55,064 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907,015 shares; 2024Q4: 2,140,654 shares; 2025Q1: 2,167,508 shares; 2025Q2: 2,302,307 shares; 2025Q3: 3,394,839 shares; 2025Q4: 5,068,013 shares; 2026Q1: 5,124,848 shares 5,124,848 $85.7M 0.02% +56,835 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,191,330 shares; 2024Q4: 3,615,030 shares; 2025Q1: 3,020,430 shares; 2025Q2: 2,778,680 shares; 2025Q3: 2,928,781 shares; 2025Q4: 3,029,120 shares; 2026Q1: 2,950,041 shares 2,950,041 $85.6M 0.02% -79,079 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,302 shares; 2024Q4: 907,094 shares; 2025Q1: 962,677 shares; 2025Q2: 1,110,937 shares; 2025Q3: 1,180,467 shares; 2025Q4: 1,223,595 shares; 2026Q1: 1,212,983 shares 1,212,983 $85.1M 0.02% -10,612 Timeline QQEW 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: 763,454 shares; 2024Q4: 856,301 shares; 2025Q1: 829,119 shares; 2025Q2: 690,527 shares; 2025Q3: 676,123 shares; 2025Q4: 687,617 shares; 2026Q1: 669,312 shares 669,312 $85M 0.02% -18,305 Timeline TMFC 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: 541,720 shares; 2024Q4: 653,868 shares; 2025Q1: 664,673 shares; 2025Q2: 790,191 shares; 2025Q3: 1,202,288 shares; 2025Q4: 1,252,614 shares; 2026Q1: 1,284,713 shares 1,284,713 $84.8M 0.02% +32,099 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264,373 shares; 2024Q4: 1,393,378 shares; 2025Q1: 1,226,667 shares; 2025Q2: 1,291,788 shares; 2025Q3: 2,518,810 shares; 2025Q4: 2,825,989 shares; 2026Q1: 4,119,093 shares 4,119,093 $84.5M 0.02% +1,293,104 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,630 shares; 2024Q4: 79,483 shares; 2025Q1: 87,023 shares; 2025Q2: 112,098 shares; 2025Q3: 105,233 shares; 2025Q4: 111,010 shares; 2026Q1: 115,833 shares 115,833 $84.3M 0.02% +4,823 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728,784 shares; 2024Q4: 723,534 shares; 2025Q1: 815,803 shares; 2025Q2: 757,370 shares; 2025Q3: 818,722 shares; 2025Q4: 842,581 shares; 2026Q1: 906,454 shares 906,454 $84.3M 0.02% +63,873 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030,061 shares; 2024Q4: 812,039 shares; 2025Q1: 1,030,708 shares; 2025Q2: 1,133,786 shares; 2025Q3: 1,280,221 shares; 2025Q4: 1,807,496 shares; 2026Q1: 1,985,415 shares 1,985,415 $84.3M 0.02% +177,919 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,621 shares; 2025Q1: 313,252 shares; 2025Q2: 1,288,007 shares; 2025Q3: 1,649,593 shares; 2025Q4: 2,163,362 shares; 2026Q1: 2,429,734 shares 2,429,734 $83.9M 0.02% +266,372 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,268 shares; 2024Q4: 511,335 shares; 2025Q1: 748,693 shares; 2025Q2: 883,241 shares; 2025Q3: 1,202,977 shares; 2025Q4: 1,546,926 shares; 2026Q1: 1,811,600 shares 1,811,600 $83.9M 0.02% +264,674 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,287 shares; 2024Q4: 327,907 shares; 2025Q1: 585,643 shares; 2025Q2: 795,661 shares; 2025Q3: 1,046,686 shares; 2025Q4: 1,358,155 shares; 2026Q1: 1,656,460 shares 1,656,460 $83.7M 0.02% +298,305 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: 1,172,617 shares; 2024Q4: 1,451,111 shares; 2025Q1: 1,460,290 shares; 2025Q2: 1,661,906 shares; 2025Q3: 1,931,518 shares; 2025Q4: 2,320,705 shares; 2026Q1: 2,361,598 shares 2,361,598 $83.7M 0.02% +40,893 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,148 shares; 2024Q4: 502,635 shares; 2025Q1: 538,861 shares; 2025Q2: 655,206 shares; 2025Q3: 744,216 shares; 2025Q4: 776,705 shares; 2026Q1: 1,054,486 shares 1,054,486 $83.7M 0.02% +277,781 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568,811 shares; 2024Q4: 1,879,150 shares; 2025Q1: 2,110,416 shares; 2025Q2: 2,108,441 shares; 2025Q3: 2,865,212 shares; 2025Q4: 3,248,280 shares; 2026Q1: 3,437,609 shares 3,437,609 $83.3M 0.02% +189,329 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: 511,028 shares; 2024Q4: 501,034 shares; 2025Q1: 521,190 shares; 2025Q2: 553,082 shares; 2025Q3: 769,383 shares; 2025Q4: 818,119 shares; 2026Q1: 845,529 shares 845,529 $82.6M 0.02% +27,410 Timeline BUFF 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: 428,690 shares; 2024Q4: 617,165 shares; 2025Q1: 858,985 shares; 2025Q2: 2,790,469 shares; 2025Q3: 1,721,380 shares; 2025Q4: 1,307,748 shares; 2026Q1: 1,666,898 shares 1,666,898 $82.4M 0.02% +359,150 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: 2,370,479 shares; 2024Q4: 2,681,977 shares; 2025Q1: 2,985,429 shares; 2025Q2: 2,978,027 shares; 2025Q3: 3,134,453 shares; 2025Q4: 3,205,405 shares; 2026Q1: 3,320,304 shares 3,320,304 $82.3M 0.02% +114,899 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 19,470 shares; 2025Q1: 304,817 shares; 2025Q2: 482,581 shares; 2025Q3: 830,840 shares; 2025Q4: 926,172 shares; 2026Q1: 1,064,084 shares 1,064,084 $82.3M 0.02% +137,912 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028,131 shares; 2024Q4: 1,006,702 shares; 2025Q1: 1,263,797 shares; 2025Q2: 1,376,215 shares; 2025Q3: 1,512,532 shares; 2025Q4: 1,456,225 shares; 2026Q1: 1,555,328 shares 1,555,328 $82.2M 0.02% +99,103 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,627 shares; 2024Q4: 13,323 shares; 2025Q1: 14,392 shares; 2025Q2: 15,787 shares; 2025Q3: 16,316 shares; 2025Q4: 16,980 shares; 2026Q1: 19,433 shares 19,433 $81.8M 0.02% +2,453 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,764 shares; 2024Q4: 332,215 shares; 2025Q1: 551,195 shares; 2025Q2: 821,856 shares; 2025Q3: 883,499 shares; 2025Q4: 884,585 shares; 2026Q1: 992,063 shares 992,063 $81.8M 0.02% +107,478 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,877,129 shares; 2024Q4: 3,518,452 shares; 2025Q1: 3,837,937 shares; 2025Q2: 3,727,860 shares; 2025Q3: 4,269,996 shares; 2025Q4: 4,355,471 shares; 2026Q1: 4,283,781 shares 4,283,781 $81.4M 0.02% -71,690 Timeline TBLL 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: 694,185 shares; 2024Q4: 654,527 shares; 2025Q1: 613,339 shares; 2025Q2: 631,723 shares; 2025Q3: 716,536 shares; 2025Q4: 710,384 shares; 2026Q1: 771,084 shares 771,084 $81.4M 0.02% +60,700 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,035 shares; 2024Q4: 716,137 shares; 2025Q1: 957,969 shares; 2025Q2: 1,059,018 shares; 2025Q3: 1,238,898 shares; 2025Q4: 1,334,919 shares; 2026Q1: 1,607,923 shares 1,607,923 $81.3M 0.02% +273,004 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: 1,068,024 shares; 2024Q4: 791,292 shares; 2025Q1: 949,525 shares; 2025Q2: 1,031,118 shares; 2025Q3: 1,180,810 shares; 2025Q4: 1,215,025 shares; 2026Q1: 1,311,948 shares 1,311,948 $81.1M 0.02% +96,923 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,241 shares; 2024Q4: 122,916 shares; 2025Q1: 135,091 shares; 2025Q2: 136,947 shares; 2025Q3: 156,493 shares; 2025Q4: 175,873 shares; 2026Q1: 186,645 shares 186,645 $81M 0.02% +10,772 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 87,851 shares; 2025Q1: 238,681 shares; 2025Q2: 648,203 shares; 2025Q3: 1,062,758 shares; 2025Q4: 1,292,289 shares; 2026Q1: 1,597,264 shares 1,597,264 $81M 0.02% +304,975 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120,274 shares; 2024Q4: 1,474,205 shares; 2025Q1: 1,645,363 shares; 2025Q2: 2,021,927 shares; 2025Q3: 2,111,069 shares; 2025Q4: 2,207,345 shares; 2026Q1: 2,286,322 shares 2,286,322 $80.8M 0.02% +78,977 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,952 shares; 2024Q4: 271,068 shares; 2025Q1: 215,251 shares; 2025Q2: 215,028 shares; 2025Q3: 232,426 shares; 2025Q4: 243,655 shares; 2026Q1: 247,248 shares 247,248 $80.6M 0.02% +3,593 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729,238 shares; 2025Q2: 1,925,282 shares; 2025Q3: 3,227,169 shares; 2025Q4: 3,514,782 shares; 2026Q1: 1,679,908 shares 1,679,908 $80.6M 0.02% -1,834,874 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,258 shares; 2024Q4: 200,927 shares; 2025Q1: 539,858 shares; 2025Q2: 969,734 shares; 2025Q3: 1,395,294 shares; 2025Q4: 2,081,808 shares; 2026Q1: 2,382,421 shares 2,382,421 $80.6M 0.02% +300,613 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,918 shares; 2024Q4: 201,569 shares; 2025Q1: 217,958 shares; 2025Q2: 232,665 shares; 2025Q3: 249,447 shares; 2025Q4: 253,932 shares; 2026Q1: 251,099 shares 251,099 $80.5M 0.02% -2,833 Timeline RING 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: 84,011 shares; 2024Q4: 483,578 shares; 2025Q1: 715,789 shares; 2025Q2: 826,193 shares; 2025Q3: 946,258 shares; 2025Q4: 1,043,494 shares; 2026Q1: 1,017,272 shares 1,017,272 $80.3M 0.02% -26,222 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,519 shares; 2024Q4: 557,460 shares; 2025Q1: 629,256 shares; 2025Q2: 596,040 shares; 2025Q3: 585,271 shares; 2025Q4: 603,545 shares; 2026Q1: 625,490 shares 625,490 $80.2M 0.02% +21,945 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,061 shares; 2024Q4: 35,784 shares; 2025Q1: 40,198 shares; 2025Q2: 715,576 shares; 2025Q3: 770,700 shares; 2025Q4: 807,316 shares; 2026Q1: 865,524 shares 865,524 $79.9M 0.02% +58,208 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: 463,005 shares; 2024Q4: 820,057 shares; 2025Q1: 870,692 shares; 2025Q2: 643,002 shares; 2025Q3: 724,827 shares; 2025Q4: 684,353 shares; 2026Q1: 707,812 shares 707,812 $79.5M 0.02% +23,459 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835,412 shares; 2024Q4: 719,789 shares; 2025Q1: 740,369 shares; 2025Q2: 778,876 shares; 2025Q3: 1,062,127 shares; 2025Q4: 1,067,813 shares; 2026Q1: 1,124,370 shares 1,124,370 $79.5M 0.02% +56,557 Timeline REMX 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: 145,480 shares; 2024Q4: 200,799 shares; 2025Q1: 234,500 shares; 2025Q2: 105,211 shares; 2025Q3: 270,061 shares; 2025Q4: 598,454 shares; 2026Q1: 902,606 shares 902,606 $79.4M 0.02% +304,152 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,724 shares; 2024Q4: 178,458 shares; 2025Q1: 171,843 shares; 2025Q2: 220,005 shares; 2025Q3: 250,890 shares; 2025Q4: 248,558 shares; 2026Q1: 219,950 shares 219,950 $79M 0.02% -28,608 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,530 shares; 2024Q4: 357,489 shares; 2025Q1: 391,932 shares; 2025Q2: 1,753,459 shares; 2025Q3: 1,513,718 shares; 2025Q4: 1,574,160 shares; 2026Q1: 1,699,300 shares 1,699,300 $78.8M 0.02% +125,140 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: 135,112 shares; 2024Q4: 135,487 shares; 2025Q1: 125,598 shares; 2025Q2: 169,874 shares; 2025Q3: 244,600 shares; 2025Q4: 306,361 shares; 2026Q1: 1,673,654 shares 1,673,654 $78.8M 0.02% +1,367,293 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818,852 shares; 2024Q4: 2,108,400 shares; 2025Q1: 2,209,371 shares; 2025Q2: 2,311,665 shares; 2025Q3: 2,264,765 shares; 2025Q4: 2,495,832 shares; 2026Q1: 2,370,228 shares 2,370,228 $78.7M 0.02% -125,604 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856,827 shares; 2024Q4: 835,102 shares; 2025Q1: 788,211 shares; 2025Q2: 2,347,987 shares; 2025Q3: 2,378,091 shares; 2025Q4: 2,172,424 shares; 2026Q1: 1,959,350 shares 1,959,350 $78.5M 0.02% -213,074 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127,132 shares; 2024Q4: 2,405,263 shares; 2025Q1: 2,379,704 shares; 2025Q2: 2,425,130 shares; 2025Q3: 2,459,417 shares; 2025Q4: 2,648,617 shares; 2026Q1: 2,697,192 shares 2,697,192 $78.4M 0.02% +48,575 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,630 shares; 2024Q4: 213,637 shares; 2025Q1: 195,966 shares; 2025Q2: 244,697 shares; 2025Q3: 357,205 shares; 2025Q4: 400,520 shares; 2026Q1: 384,648 shares 384,648 $78.1M 0.02% -15,872 Timeline XME 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: 369,920 shares; 2024Q4: 435,022 shares; 2025Q1: 457,716 shares; 2025Q2: 468,275 shares; 2025Q3: 571,690 shares; 2025Q4: 608,679 shares; 2026Q1: 722,429 shares 722,429 $78M 0.02% +113,750 Timeline DTD 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: 657,660 shares; 2024Q4: 703,215 shares; 2025Q1: 747,833 shares; 2025Q2: 764,932 shares; 2025Q3: 799,294 shares; 2025Q4: 838,532 shares; 2026Q1: 901,077 shares 901,077 $77.8M 0.02% +62,545 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,555 shares; 2024Q4: 706,886 shares; 2025Q1: 764,645 shares; 2025Q2: 846,163 shares; 2025Q3: 953,553 shares; 2025Q4: 931,566 shares; 2026Q1: 970,579 shares 970,579 $77.8M 0.02% +39,013 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,507 shares; 2024Q4: 285,578 shares; 2025Q1: 555,611 shares; 2025Q2: 1,034,782 shares; 2025Q3: 1,193,393 shares; 2025Q4: 1,212,290 shares; 2026Q1: 1,534,216 shares 1,534,216 $77.7M 0.02% +321,926 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: 59,098 shares; 2024Q4: 35,968 shares; 2025Q1: 28,401 shares; 2025Q2: 879,175 shares; 2025Q3: 954,762 shares; 2025Q4: 953,492 shares; 2026Q1: 1,032,405 shares 1,032,405 $77.7M 0.02% +78,913 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614,122 shares; 2024Q4: 2,163,984 shares; 2025Q1: 2,496,122 shares; 2025Q2: 2,705,147 shares; 2025Q3: 3,020,721 shares; 2025Q4: 3,525,195 shares; 2026Q1: 3,183,953 shares 3,183,953 $77.7M 0.02% -341,242 Timeline FFLC 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: 262,694 shares; 2024Q4: 540,106 shares; 2025Q1: 427,996 shares; 2025Q2: 691,580 shares; 2025Q3: 914,868 shares; 2025Q4: 1,016,452 shares; 2026Q1: 1,513,006 shares 1,513,006 $77.6M 0.02% +496,554 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992,781 shares; 2024Q4: 1,108,002 shares; 2025Q1: 1,095,574 shares; 2025Q2: 1,049,430 shares; 2025Q3: 1,059,053 shares; 2025Q4: 1,053,840 shares; 2026Q1: 990,829 shares 990,829 $77.6M 0.02% -63,011 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035,740 shares; 2024Q4: 1,224,192 shares; 2025Q1: 1,466,232 shares; 2025Q2: 1,474,585 shares; 2025Q3: 1,552,465 shares; 2025Q4: 2,109,965 shares; 2026Q1: 2,212,668 shares 2,212,668 $77.5M 0.02% +102,703 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,958,092 shares; 2025Q3: 2,219,548 shares; 2025Q4: 2,351,832 shares; 2026Q1: 2,671,247 shares 2,671,247 $77.4M 0.02% +319,415 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174,656 shares; 2024Q4: 1,738,960 shares; 2025Q1: 1,907,165 shares; 2025Q2: 2,396,363 shares; 2025Q3: 2,891,293 shares; 2025Q4: 3,078,744 shares; 2026Q1: 3,341,489 shares 3,341,489 $77.3M 0.02% +262,745 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,570 shares; 2024Q4: 219,326 shares; 2025Q1: 221,490 shares; 2025Q2: 267,350 shares; 2025Q3: 579,190 shares; 2025Q4: 821,935 shares; 2026Q1: 1,024,751 shares 1,024,751 $77.2M 0.02% +202,816 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: 251,851 shares; 2024Q4: 248,574 shares; 2025Q1: 273,940 shares; 2025Q2: 276,571 shares; 2025Q3: 275,070 shares; 2025Q4: 275,614 shares; 2026Q1: 268,596 shares 268,596 $77.1M 0.02% -7,018 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807,084 shares; 2024Q4: 924,246 shares; 2025Q1: 961,553 shares; 2025Q2: 976,012 shares; 2025Q3: 957,453 shares; 2025Q4: 1,002,132 shares; 2026Q1: 1,060,444 shares 1,060,444 $76.8M 0.02% +58,312 Timeline IVLU 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: 224,532 shares; 2024Q4: 473,239 shares; 2025Q1: 539,954 shares; 2025Q2: 591,834 shares; 2025Q3: 764,338 shares; 2025Q4: 1,056,980 shares; 2026Q1: 1,935,249 shares 1,935,249 $76.8M 0.02% +878,269 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: 1,269,624 shares; 2024Q4: 1,241,587 shares; 2025Q1: 1,113,778 shares; 2025Q2: 672,665 shares; 2025Q3: 1,505,141 shares; 2025Q4: 1,292,336 shares; 2026Q1: 1,169,894 shares 1,169,894 $76.6M 0.02% -122,442 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008,763 shares; 2024Q4: 1,118,521 shares; 2025Q1: 1,139,083 shares; 2025Q2: 1,237,128 shares; 2025Q3: 1,346,795 shares; 2025Q4: 1,514,419 shares; 2026Q1: 1,683,278 shares 1,683,278 $76.5M 0.02% +168,859 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,973 shares; 2024Q4: 250,211 shares; 2025Q1: 262,190 shares; 2025Q2: 285,739 shares; 2025Q3: 281,190 shares; 2025Q4: 293,583 shares; 2026Q1: 368,025 shares 368,025 $76.3M 0.02% +74,442 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: 347,952 shares; 2024Q4: 378,603 shares; 2025Q1: 397,729 shares; 2025Q2: 504,316 shares; 2025Q3: 602,137 shares; 2025Q4: 922,396 shares; 2026Q1: 1,184,251 shares 1,184,251 $76.2M 0.02% +261,855 Timeline GOVI 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: 2,981,166 shares; 2024Q4: 3,042,922 shares; 2025Q1: 3,203,568 shares; 2025Q2: 3,937,697 shares; 2025Q3: 4,720,592 shares; 2025Q4: 3,953,092 shares; 2026Q1: 2,791,880 shares 2,791,880 $76.2M 0.02% -1,161,212 Timeline DFAT 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: 865,993 shares; 2024Q4: 984,227 shares; 2025Q1: 1,133,892 shares; 2025Q2: 1,185,067 shares; 2025Q3: 1,210,144 shares; 2025Q4: 1,260,968 shares; 2026Q1: 1,210,319 shares 1,210,319 $75.6M 0.02% -50,649 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: 15,286 shares; 2024Q4: 20,364 shares; 2025Q1: 25,133 shares; 2025Q2: 30,562 shares; 2025Q3: 28,799 shares; 2025Q4: 28,749 shares; 2026Q1: 253,713 shares 253,713 $75.6M 0.02% +224,964 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,639 shares; 2024Q4: 476,026 shares; 2025Q1: 529,294 shares; 2025Q2: 628,377 shares; 2025Q3: 751,823 shares; 2025Q4: 844,377 shares; 2026Q1: 864,273 shares 864,273 $75.1M 0.02% +19,896 Timeline JPIB 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: 151,385 shares; 2024Q4: 172,592 shares; 2025Q1: 291,129 shares; 2025Q2: 426,119 shares; 2025Q3: 817,815 shares; 2025Q4: 1,425,590 shares; 2026Q1: 1,557,098 shares 1,557,098 $74.5M 0.02% +131,508 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,251 shares; 2024Q4: 205,477 shares; 2025Q1: 227,686 shares; 2025Q2: 262,770 shares; 2025Q3: 270,662 shares; 2025Q4: 282,705 shares; 2026Q1: 279,703 shares 279,703 $74.4M 0.02% -3,002 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: 756,490 shares; 2024Q4: 781,572 shares; 2025Q1: 883,960 shares; 2025Q2: 968,924 shares; 2025Q3: 1,002,697 shares; 2025Q4: 1,041,096 shares; 2026Q1: 879,068 shares 879,068 $74.4M 0.02% -162,028 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: 98,510 shares; 2024Q4: 108,743 shares; 2025Q1: 112,122 shares; 2025Q2: 59,255 shares; 2025Q3: 58,083 shares; 2025Q4: 64,085 shares; 2026Q1: 67,944 shares 67,944 $74.3M 0.02% +3,859 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: 536,960 shares; 2024Q4: 556,110 shares; 2025Q1: 726,788 shares; 2025Q2: 781,439 shares; 2025Q3: 812,543 shares; 2025Q4: 766,791 shares; 2026Q1: 764,004 shares 764,004 $74.2M 0.02% -2,787 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,474 shares; 2024Q4: 587,097 shares; 2025Q1: 616,236 shares; 2025Q2: 647,204 shares; 2025Q3: 715,193 shares; 2025Q4: 920,707 shares; 2026Q1: 993,241 shares 993,241 $74M 0.02% +72,534 Timeline IGLB 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: 876,899 shares; 2024Q4: 1,034,793 shares; 2025Q1: 1,067,622 shares; 2025Q2: 832,270 shares; 2025Q3: 943,568 shares; 2025Q4: 1,076,017 shares; 2026Q1: 1,490,869 shares 1,490,869 $74M 0.02% +414,852 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146,680 shares; 2024Q4: 1,060,942 shares; 2025Q1: 1,004,878 shares; 2025Q2: 1,290,994 shares; 2025Q3: 1,455,414 shares; 2025Q4: 1,562,681 shares; 2026Q1: 1,635,035 shares 1,635,035 $73.9M 0.02% +72,354 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: 31,739 shares; 2024Q4: 45,224 shares; 2025Q1: 60,154 shares; 2025Q2: 69,434 shares; 2025Q3: 86,240 shares; 2025Q4: 86,192 shares; 2026Q1: 100,050 shares 100,050 $73.9M 0.02% +13,858 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996,234 shares; 2024Q4: 1,199,652 shares; 2025Q1: 1,244,515 shares; 2025Q2: 1,319,151 shares; 2025Q3: 1,496,191 shares; 2025Q4: 1,618,969 shares; 2026Q1: 1,627,016 shares 1,627,016 $73.8M 0.02% +8,047 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,733 shares; 2024Q4: 569,446 shares; 2025Q1: 620,220 shares; 2025Q2: 668,752 shares; 2025Q3: 650,373 shares; 2025Q4: 726,753 shares; 2026Q1: 814,464 shares 814,464 $73.7M 0.02% +87,711 Timeline XNTK 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: 141,237 shares; 2024Q4: 188,857 shares; 2025Q1: 154,688 shares; 2025Q2: 185,547 shares; 2025Q3: 205,658 shares; 2025Q4: 254,253 shares; 2026Q1: 287,423 shares 287,423 $73.4M 0.02% +33,170 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 1,845,805 shares 1,845,805 $73.4M 0.02% new 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: 322,347 shares; 2024Q4: 500,172 shares; 2025Q1: 837,197 shares; 2025Q2: 801,646 shares; 2025Q3: 1,348,617 shares; 2025Q4: 1,704,527 shares; 2026Q1: 3,053,464 shares 3,053,464 $73.2M 0.02% +1,348,937 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: 104,181 shares; 2024Q4: 154,371 shares; 2025Q1: 158,302 shares; 2025Q2: 206,973 shares; 2025Q3: 235,100 shares; 2025Q4: 243,401 shares; 2026Q1: 259,597 shares 259,597 $73.1M 0.02% +16,196 Timeline PZA 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: 1,579,405 shares; 2024Q4: 2,047,015 shares; 2025Q1: 2,231,921 shares; 2025Q2: 2,418,267 shares; 2025Q3: 2,640,438 shares; 2025Q4: 2,618,017 shares; 2026Q1: 3,179,479 shares 3,179,479 $73.1M 0.02% +561,462 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: 413,194 shares; 2024Q4: 464,681 shares; 2025Q1: 514,736 shares; 2025Q2: 541,747 shares; 2025Q3: 568,342 shares; 2025Q4: 534,885 shares; 2026Q1: 505,383 shares 505,383 $73.1M 0.02% -29,502 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522,265 shares; 2024Q4: 594,657 shares; 2025Q1: 602,895 shares; 2025Q2: 623,257 shares; 2025Q3: 586,139 shares; 2025Q4: 583,241 shares; 2026Q1: 612,053 shares 612,053 $73.1M 0.02% +28,812 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,493 shares; 2024Q4: 294,788 shares; 2025Q1: 324,035 shares; 2025Q2: 337,253 shares; 2025Q3: 387,955 shares; 2025Q4: 405,250 shares; 2026Q1: 420,824 shares 420,824 $73M 0.02% +15,574 Timeline SCHB 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: 661,999 shares; 2024Q4: 2,071,157 shares; 2025Q1: 2,674,216 shares; 2025Q2: 2,757,897 shares; 2025Q3: 2,829,254 shares; 2025Q4: 2,849,530 shares; 2026Q1: 2,908,036 shares 2,908,036 $73M 0.02% +58,506 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,602,842 shares; 2024Q4: 3,274,374 shares; 2025Q1: 3,567,816 shares; 2025Q2: 3,834,636 shares; 2025Q3: 4,065,931 shares; 2025Q4: 4,210,365 shares; 2026Q1: 4,038,185 shares 4,038,185 $72.8M 0.02% -172,180 Timeline TRFM 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: 985,361 shares; 2024Q4: 1,004,288 shares; 2025Q1: 956,205 shares; 2025Q2: 1,025,869 shares; 2025Q3: 1,323,037 shares; 2025Q4: 1,253,257 shares; 2026Q1: 1,563,891 shares 1,563,891 $72.6M 0.02% +310,634 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205,206 shares; 2025Q2: 654,091 shares; 2025Q3: 1,452,247 shares; 2025Q4: 2,143,185 shares; 2026Q1: 2,981,367 shares 2,981,367 $72.2M 0.02% +838,182 Timeline ONEY 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: 595,587 shares; 2024Q4: 619,251 shares; 2025Q1: 608,659 shares; 2025Q2: 615,970 shares; 2025Q3: 633,496 shares; 2025Q4: 659,505 shares; 2026Q1: 600,011 shares 600,011 $72M 0.02% -59,494 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,213 shares; 2024Q4: 64,642 shares; 2025Q1: 66,286 shares; 2025Q2: 70,016 shares; 2025Q3: 69,776 shares; 2025Q4: 70,301 shares; 2026Q1: 65,346 shares 65,346 $71.3M 0.02% -4,955 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421,669 shares; 2024Q4: 1,671,347 shares; 2025Q1: 2,237,642 shares; 2025Q2: 2,675,684 shares; 2025Q3: 2,878,011 shares; 2025Q4: 3,185,721 shares; 2026Q1: 3,576,081 shares 3,576,081 $71.2M 0.02% +390,360 Timeline DFEM 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: 1,399,245 shares; 2024Q4: 1,579,210 shares; 2025Q1: 1,787,265 shares; 2025Q2: 1,814,600 shares; 2025Q3: 1,907,063 shares; 2025Q4: 1,998,223 shares; 2026Q1: 2,055,130 shares 2,055,130 $71M 0.02% +56,907 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: 389,451 shares; 2024Q4: 406,226 shares; 2025Q1: 415,409 shares; 2025Q2: 524,454 shares; 2025Q3: 525,892 shares; 2025Q4: 586,294 shares; 2026Q1: 589,939 shares 589,939 $70.8M 0.02% +3,645 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587,497 shares; 2024Q4: 1,712,112 shares; 2025Q1: 1,725,206 shares; 2025Q2: 1,668,518 shares; 2025Q3: 1,594,442 shares; 2025Q4: 1,620,158 shares; 2026Q1: 1,724,646 shares 1,724,646 $70.8M 0.02% +104,488 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489,524 shares; 2024Q4: 791,063 shares; 2025Q1: 783,580 shares; 2025Q2: 1,457,615 shares; 2025Q3: 1,041,797 shares; 2025Q4: 1,125,413 shares; 2026Q1: 1,139,143 shares 1,139,143 $70.7M 0.02% +13,730 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166,783 shares; 2024Q4: 2,836,196 shares; 2025Q1: 1,100,377 shares; 2025Q2: 1,028,710 shares; 2025Q3: 1,064,274 shares; 2025Q4: 1,149,312 shares; 2026Q1: 1,234,604 shares 1,234,604 $70.6M 0.02% +85,292 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: 323,936 shares; 2024Q4: 325,053 shares; 2025Q1: 331,591 shares; 2025Q2: 356,362 shares; 2025Q3: 379,114 shares; 2025Q4: 378,954 shares; 2026Q1: 337,306 shares 337,306 $70.5M 0.02% -41,648 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,206 shares; 2025Q2: 174,954 shares; 2025Q3: 176,092 shares; 2025Q4: 390,698 shares; 2026Q1: 1,550,595 shares 1,550,595 $69.9M 0.02% +1,159,897 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,349 shares; 2024Q4: 176,805 shares; 2025Q1: 171,755 shares; 2025Q2: 191,824 shares; 2025Q3: 211,043 shares; 2025Q4: 217,702 shares; 2026Q1: 213,233 shares 213,233 $69.7M 0.02% -4,469 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,342 shares; 2024Q4: 163,141 shares; 2025Q1: 175,750 shares; 2025Q2: 223,127 shares; 2025Q3: 288,438 shares; 2025Q4: 295,587 shares; 2026Q1: 308,585 shares 308,585 $69.5M 0.02% +12,998 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,243 shares; 2024Q4: 176,646 shares; 2025Q1: 210,033 shares; 2025Q2: 277,513 shares; 2025Q3: 368,684 shares; 2025Q4: 410,004 shares; 2026Q1: 460,253 shares 460,253 $69.4M 0.02% +50,249 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420,406 shares; 2024Q4: 2,098,397 shares; 2025Q1: 2,271,805 shares; 2025Q2: 2,097,358 shares; 2025Q3: 2,252,565 shares; 2025Q4: 2,652,479 shares; 2026Q1: 2,894,070 shares 2,894,070 $69.4M 0.02% +241,591 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,891 shares; 2024Q4: 361,269 shares; 2025Q1: 399,198 shares; 2025Q2: 344,515 shares; 2025Q3: 444,871 shares; 2025Q4: 502,162 shares; 2026Q1: 475,989 shares 475,989 $69.4M 0.02% -26,173 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,908 shares; 2024Q4: 570,746 shares; 2025Q1: 791,637 shares; 2025Q2: 1,256,291 shares; 2025Q3: 1,317,005 shares; 2025Q4: 1,404,127 shares; 2026Q1: 1,076,001 shares 1,076,001 $69.2M 0.02% -328,126 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,846 shares; 2024Q4: 365,635 shares; 2025Q1: 345,465 shares; 2025Q2: 463,246 shares; 2025Q3: 475,217 shares; 2025Q4: 444,048 shares; 2026Q1: 1,007,279 shares 1,007,279 $69M 0.02% +563,231 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,260 shares; 2024Q4: 762,119 shares; 2025Q1: 853,638 shares; 2025Q2: 1,073,062 shares; 2025Q3: 1,305,526 shares; 2025Q4: 1,484,931 shares; 2026Q1: 1,744,742 shares 1,744,742 $68.9M 0.02% +259,811 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794,864 shares; 2024Q4: 2,237,467 shares; 2025Q1: 2,147,548 shares; 2025Q2: 2,097,596 shares; 2025Q3: 1,527,337 shares; 2025Q4: 1,516,647 shares; 2026Q1: 1,289,684 shares 1,289,684 $68.8M 0.02% -226,963 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,450 shares; 2024Q4: 40,669 shares; 2025Q1: 54,526 shares; 2025Q2: 64,154 shares; 2025Q3: 132,134 shares; 2025Q4: 130,734 shares; 2026Q1: 174,523 shares 174,523 $68.8M 0.02% +43,789 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,581 shares; 2024Q4: 40,799 shares; 2025Q1: 50,180 shares; 2025Q2: 55,361 shares; 2025Q3: 71,198 shares; 2025Q4: 73,055 shares; 2026Q1: 983,998 shares 983,998 $68.8M 0.02% +910,943 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: 16,160 shares; 2024Q4: 22,598 shares; 2025Q1: 23,520 shares; 2025Q2: 26,063 shares; 2025Q3: 54,666 shares; 2025Q4: 53,554 shares; 2026Q1: 49,660 shares 49,660 $68.5M 0.02% -3,894 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: 1,158,226 shares; 2024Q4: 1,129,466 shares; 2025Q1: 1,135,096 shares; 2025Q2: 1,379,934 shares; 2025Q3: 1,374,125 shares; 2025Q4: 1,408,533 shares; 2026Q1: 1,451,969 shares 1,451,969 $68.2M 0.02% +43,436 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,289,575 shares; 2024Q4: 1,801,505 shares; 2025Q1: 1,959,244 shares; 2025Q2: 2,184,358 shares; 2025Q3: 2,247,183 shares; 2025Q4: 1,967,860 shares; 2026Q1: 2,215,225 shares 2,215,225 $68.2M 0.02% +247,365 Timeline AUSF 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: 205,794 shares; 2024Q4: 319,403 shares; 2025Q1: 421,757 shares; 2025Q2: 728,610 shares; 2025Q3: 950,479 shares; 2025Q4: 1,252,765 shares; 2026Q1: 1,408,897 shares 1,408,897 $68.1M 0.02% +156,132 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,805 shares; 2024Q4: 133,470 shares; 2025Q1: 384,777 shares; 2025Q2: 602,326 shares; 2025Q3: 762,735 shares; 2025Q4: 807,822 shares; 2026Q1: 924,967 shares 924,967 $68M 0.02% +117,145 Timeline IYZ 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: 56,862 shares; 2024Q4: 441,129 shares; 2025Q1: 336,208 shares; 2025Q2: 425,982 shares; 2025Q3: 594,206 shares; 2025Q4: 607,814 shares; 2026Q1: 1,721,736 shares 1,721,736 $67.7M 0.02% +1,113,922 Timeline FPX 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: 292,022 shares; 2024Q4: 277,479 shares; 2025Q1: 390,106 shares; 2025Q2: 470,048 shares; 2025Q3: 486,131 shares; 2025Q4: 462,771 shares; 2026Q1: 423,848 shares 423,848 $67.3M 0.02% -38,923 Timeline SCZ 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: 582,506 shares; 2024Q4: 609,238 shares; 2025Q1: 743,180 shares; 2025Q2: 802,503 shares; 2025Q3: 850,561 shares; 2025Q4: 856,401 shares; 2026Q1: 848,780 shares 848,780 $66.6M 0.02% -7,621 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,139,593 shares; 2024Q4: 8,201,933 shares; 2025Q1: 5,675,876 shares; 2025Q2: 4,170,782 shares; 2025Q3: 4,183,286 shares; 2025Q4: 3,845,274 shares; 2026Q1: 3,610,103 shares 3,610,103 $66.4M 0.02% -235,171 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755,266 shares; 2024Q4: 729,155 shares; 2025Q1: 786,216 shares; 2025Q2: 826,730 shares; 2025Q3: 754,885 shares; 2025Q4: 727,511 shares; 2026Q1: 778,648 shares 778,648 $66.4M 0.02% +51,137 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211,706 shares; 2024Q4: 1,509,822 shares; 2025Q1: 1,670,175 shares; 2025Q2: 1,676,030 shares; 2025Q3: 2,016,633 shares; 2025Q4: 1,592,052 shares; 2026Q1: 1,394,344 shares 1,394,344 $66.4M 0.02% -197,708 Timeline DFUV 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: 1,202,803 shares; 2024Q4: 1,182,555 shares; 2025Q1: 1,330,981 shares; 2025Q2: 1,340,471 shares; 2025Q3: 1,336,043 shares; 2025Q4: 1,355,344 shares; 2026Q1: 1,366,685 shares 1,366,685 $66.2M 0.02% +11,341 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472,386 shares; 2025Q2: 495,105 shares; 2025Q3: 1,044,707 shares; 2025Q4: 1,084,098 shares; 2026Q1: 1,140,976 shares 1,140,976 $66.2M 0.02% +56,878 Timeline FHLC 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: 383,021 shares; 2024Q4: 517,910 shares; 2025Q1: 567,381 shares; 2025Q2: 587,436 shares; 2025Q3: 645,604 shares; 2025Q4: 675,065 shares; 2026Q1: 938,070 shares 938,070 $66M 0.02% +263,005 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: 506,919 shares; 2024Q4: 678,478 shares; 2025Q1: 742,926 shares; 2025Q2: 695,028 shares; 2025Q3: 709,622 shares; 2025Q4: 614,253 shares; 2026Q1: 560,433 shares 560,433 $65.9M 0.02% -53,820 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,269 shares; 2024Q4: 106,747 shares; 2025Q1: 115,811 shares; 2025Q2: 111,990 shares; 2025Q3: 118,784 shares; 2025Q4: 521,319 shares; 2026Q1: 728,464 shares 728,464 $65.6M 0.02% +207,145 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,408 shares; 2024Q4: 506,130 shares; 2025Q1: 641,959 shares; 2025Q2: 1,348,261 shares; 2025Q3: 1,426,726 shares; 2025Q4: 1,389,740 shares; 2026Q1: 1,334,404 shares 1,334,404 $65.6M 0.02% -55,336 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208,787 shares; 2024Q4: 1,305,451 shares; 2025Q1: 1,420,489 shares; 2025Q2: 1,688,467 shares; 2025Q3: 1,738,852 shares; 2025Q4: 1,758,506 shares; 2026Q1: 1,716,466 shares 1,716,466 $65.6M 0.02% -42,040 Timeline AGGY 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: 1,163,110 shares; 2024Q4: 1,307,034 shares; 2025Q1: 1,236,251 shares; 2025Q2: 1,224,588 shares; 2025Q3: 1,256,451 shares; 2025Q4: 1,477,258 shares; 2026Q1: 1,503,200 shares 1,503,200 $65.3M 0.02% +25,942 Timeline CMF 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: 740,654 shares; 2024Q4: 825,517 shares; 2025Q1: 800,761 shares; 2025Q2: 843,495 shares; 2025Q3: 890,410 shares; 2025Q4: 989,482 shares; 2026Q1: 1,147,593 shares 1,147,593 $65.3M 0.02% +158,111 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248,036 shares; 2024Q4: 1,028,063 shares; 2025Q1: 1,183,474 shares; 2025Q2: 1,272,965 shares; 2025Q3: 1,326,886 shares; 2025Q4: 1,715,684 shares; 2026Q1: 1,834,895 shares 1,834,895 $64.9M 0.02% +119,211 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: 270,643 shares; 2024Q4: 319,118 shares; 2025Q1: 357,684 shares; 2025Q2: 375,210 shares; 2025Q3: 402,345 shares; 2025Q4: 699,053 shares; 2026Q1: 710,776 shares 710,776 $64.7M 0.02% +11,723 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: 932,291 shares; 2024Q4: 1,073,735 shares; 2025Q1: 1,293,677 shares; 2025Q2: 1,377,603 shares; 2025Q3: 1,463,584 shares; 2025Q4: 1,588,108 shares; 2026Q1: 1,808,994 shares 1,808,994 $64.6M 0.02% +220,886 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: 708,986 shares; 2024Q4: 948,752 shares; 2025Q1: 1,043,886 shares; 2025Q2: 1,122,589 shares; 2025Q3: 1,188,240 shares; 2025Q4: 1,213,712 shares; 2026Q1: 1,288,674 shares 1,288,674 $64.5M 0.02% +74,962 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: 823,559 shares; 2024Q4: 790,906 shares; 2025Q1: 903,260 shares; 2025Q2: 907,106 shares; 2025Q3: 1,002,687 shares; 2025Q4: 1,130,457 shares; 2026Q1: 1,254,465 shares 1,254,465 $64.5M 0.02% +124,008 Timeline VOX 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: 209,446 shares; 2024Q4: 250,170 shares; 2025Q1: 253,985 shares; 2025Q2: 346,126 shares; 2025Q3: 410,994 shares; 2025Q4: 422,194 shares; 2026Q1: 358,166 shares 358,166 $64.4M 0.02% -64,028 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,351 shares; 2024Q4: 302,564 shares; 2025Q1: 340,587 shares; 2025Q2: 327,746 shares; 2025Q3: 228,848 shares; 2025Q4: 466,543 shares; 2026Q1: 839,269 shares 839,269 $64.1M 0.02% +372,726 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,514 shares; 2025Q4: 159,492 shares; 2026Q1: 843,701 shares 843,701 $63.8M 0.02% +684,209 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,238 shares; 2024Q4: 315,464 shares; 2025Q1: 343,813 shares; 2025Q2: 412,218 shares; 2025Q3: 504,991 shares; 2025Q4: 465,790 shares; 2026Q1: 424,447 shares 424,447 $63.8M 0.02% -41,343 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: 9,455 shares; 2024Q4: 69,443 shares; 2025Q1: 247,139 shares; 2025Q2: 667,096 shares; 2025Q3: 805,145 shares; 2025Q4: 1,078,957 shares; 2026Q1: 1,432,088 shares 1,432,088 $63.8M 0.02% +353,131 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444,547 shares; 2024Q4: 1,621,651 shares; 2025Q1: 1,822,447 shares; 2025Q2: 1,761,322 shares; 2025Q3: 1,887,228 shares; 2025Q4: 2,264,906 shares; 2026Q1: 2,513,489 shares 2,513,489 $63.7M 0.02% +248,583 Timeline DFAS 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: 746,694 shares; 2024Q4: 868,263 shares; 2025Q1: 1,024,029 shares; 2025Q2: 906,249 shares; 2025Q3: 829,110 shares; 2025Q4: 889,001 shares; 2026Q1: 894,689 shares 894,689 $63.6M 0.02% +5,688 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,860 shares; 2024Q4: 181,438 shares; 2025Q1: 207,026 shares; 2025Q2: 222,006 shares; 2025Q3: 255,280 shares; 2025Q4: 240,449 shares; 2026Q1: 238,130 shares 238,130 $63.5M 0.02% -2,319 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: 590,630 shares; 2024Q4: 568,835 shares; 2025Q1: 630,809 shares; 2025Q2: 673,596 shares; 2025Q3: 709,400 shares; 2025Q4: 634,799 shares; 2026Q1: 621,238 shares 621,238 $63.5M 0.02% -13,561 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,104 shares; 2024Q4: 34,717 shares; 2025Q1: 36,170 shares; 2025Q2: 40,205 shares; 2025Q3: 389,812 shares; 2025Q4: 923,074 shares; 2026Q1: 1,018,044 shares 1,018,044 $63.4M 0.02% +94,970 Timeline PRFZ 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: 1,222,695 shares; 2024Q4: 1,239,605 shares; 2025Q1: 1,083,891 shares; 2025Q2: 1,158,308 shares; 2025Q3: 1,217,245 shares; 2025Q4: 1,332,004 shares; 2026Q1: 1,378,389 shares 1,378,389 $63.2M 0.02% +46,385 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: 270,352 shares; 2024Q4: 319,259 shares; 2025Q1: 332,615 shares; 2025Q2: 369,872 shares; 2025Q3: 357,014 shares; 2025Q4: 347,321 shares; 2026Q1: 373,284 shares 373,284 $63.1M 0.02% +25,963 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: 87,477 shares; 2025Q1: 128,283 shares; 2025Q2: 312,050 shares; 2025Q3: 415,819 shares; 2025Q4: 457,630 shares; 2026Q1: 601,274 shares 601,274 $62.4M 0.02% +143,644 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920,956 shares; 2024Q4: 1,984,243 shares; 2025Q1: 2,064,761 shares; 2025Q2: 1,764,551 shares; 2025Q3: 1,570,656 shares; 2025Q4: 2,429,052 shares; 2026Q1: 2,328,235 shares 2,328,235 $62.2M 0.02% -100,817 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,050 shares; 2025Q2: 443,191 shares; 2025Q3: 609,986 shares; 2025Q4: 664,112 shares; 2026Q1: 801,368 shares 801,368 $62.1M 0.02% +137,256 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: 482,974 shares; 2024Q4: 505,819 shares; 2025Q1: 511,425 shares; 2025Q2: 648,408 shares; 2025Q3: 650,748 shares; 2025Q4: 613,725 shares; 2026Q1: 883,311 shares 883,311 $61.7M 0.02% +269,586 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,628 shares; 2024Q4: 157,980 shares; 2025Q1: 173,714 shares; 2025Q2: 374,310 shares; 2025Q3: 512,842 shares; 2025Q4: 810,402 shares; 2026Q1: 1,076,319 shares 1,076,319 $61.7M 0.02% +265,917 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,255 shares; 2024Q4: 454,708 shares; 2025Q1: 482,151 shares; 2025Q2: 475,322 shares; 2025Q3: 476,083 shares; 2025Q4: 438,740 shares; 2026Q1: 390,023 shares 390,023 $61.3M 0.02% -48,717 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: 1,079,449 shares; 2024Q4: 1,382,416 shares; 2025Q1: 1,319,875 shares; 2025Q2: 1,465,088 shares; 2025Q3: 1,537,070 shares; 2025Q4: 1,646,352 shares; 2026Q1: 1,675,601 shares 1,675,601 $61.3M 0.02% +29,249 Timeline VCLT 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: 504,258 shares; 2024Q4: 618,967 shares; 2025Q1: 792,397 shares; 2025Q2: 649,206 shares; 2025Q3: 622,123 shares; 2025Q4: 715,502 shares; 2026Q1: 818,695 shares 818,695 $61.2M 0.02% +103,193 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029,383 shares; 2024Q4: 1,145,527 shares; 2025Q1: 915,919 shares; 2025Q2: 1,132,319 shares; 2025Q3: 1,317,365 shares; 2025Q4: 1,480,458 shares; 2026Q1: 1,818,249 shares 1,818,249 $61.1M 0.02% +337,791 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: 786,316 shares; 2024Q4: 756,753 shares; 2025Q1: 696,062 shares; 2025Q2: 684,229 shares; 2025Q3: 746,294 shares; 2025Q4: 3,036,315 shares; 2026Q1: 3,333,296 shares 3,333,296 $61M 0.02% +296,981 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,799 shares; 2024Q4: 15,841 shares; 2025Q1: 37,054 shares; 2025Q2: 419,767 shares; 2025Q3: 1,116,883 shares; 2025Q4: 1,522,405 shares; 2026Q1: 2,382,065 shares 2,382,065 $60.8M 0.02% +859,660 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,958 shares; 2024Q4: 306,260 shares; 2025Q1: 286,708 shares; 2025Q2: 265,185 shares; 2025Q3: 261,275 shares; 2025Q4: 283,567 shares; 2026Q1: 377,756 shares 377,756 $60.6M 0.02% +94,189 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: 23,029 shares; 2024Q4: 38,023 shares; 2025Q1: 48,879 shares; 2025Q2: 64,029 shares; 2025Q3: 105,343 shares; 2025Q4: 152,605 shares; 2026Q1: 155,993 shares 155,993 $60.6M 0.02% +3,388 Timeline QUS 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: 273,511 shares; 2024Q4: 269,748 shares; 2025Q1: 291,026 shares; 2025Q2: 283,280 shares; 2025Q3: 309,648 shares; 2025Q4: 333,050 shares; 2026Q1: 352,798 shares 352,798 $60.6M 0.02% +19,748 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,883 shares; 2024Q4: 702,200 shares; 2025Q1: 656,650 shares; 2025Q2: 713,842 shares; 2025Q3: 766,268 shares; 2025Q4: 678,261 shares; 2026Q1: 654,524 shares 654,524 $60.5M 0.02% -23,737 Timeline BSJT 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: 601,838 shares; 2024Q4: 914,358 shares; 2025Q1: 1,305,008 shares; 2025Q2: 1,874,078 shares; 2025Q3: 2,280,939 shares; 2025Q4: 2,444,246 shares; 2026Q1: 2,878,145 shares 2,878,145 $60.5M 0.02% +433,899 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: 276,014 shares; 2024Q4: 298,286 shares; 2025Q1: 358,539 shares; 2025Q2: 345,151 shares; 2025Q3: 396,352 shares; 2025Q4: 363,066 shares; 2026Q1: 384,987 shares 384,987 $60.5M 0.02% +21,921 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 207,065 shares; 2025Q2: 326,795 shares; 2025Q3: 1,347,808 shares; 2025Q4: 1,584,106 shares; 2026Q1: 2,527,688 shares 2,527,688 $60.4M 0.02% +943,582 Timeline JPLD 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: 259,764 shares; 2024Q4: 305,777 shares; 2025Q1: 311,681 shares; 2025Q2: 421,394 shares; 2025Q3: 727,125 shares; 2025Q4: 821,298 shares; 2026Q1: 1,154,806 shares 1,154,806 $60.3M 0.02% +333,508 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847,433 shares; 2024Q4: 716,145 shares; 2025Q1: 858,382 shares; 2025Q2: 919,966 shares; 2025Q3: 863,163 shares; 2025Q4: 945,393 shares; 2026Q1: 859,426 shares 859,426 $60.2M 0.02% -85,967 Timeline FLHY 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: 607,448 shares; 2024Q4: 599,525 shares; 2025Q1: 694,244 shares; 2025Q2: 950,885 shares; 2025Q3: 1,185,608 shares; 2025Q4: 1,328,195 shares; 2026Q1: 2,492,551 shares 2,492,551 $60.2M 0.02% +1,164,356 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,460 shares; 2024Q4: 640,491 shares; 2025Q1: 677,413 shares; 2025Q2: 651,079 shares; 2025Q3: 711,406 shares; 2025Q4: 817,412 shares; 2026Q1: 806,538 shares 806,538 $60.1M 0.02% -10,874 Timeline PKW 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: 371,348 shares; 2024Q4: 379,624 shares; 2025Q1: 392,318 shares; 2025Q2: 388,926 shares; 2025Q3: 423,187 shares; 2025Q4: 463,308 shares; 2026Q1: 455,890 shares 455,890 $59.8M 0.02% -7,418 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,657 shares; 2024Q4: 1,630,257 shares; 2025Q1: 1,648,859 shares; 2025Q2: 1,634,298 shares; 2025Q3: 1,634,659 shares; 2025Q4: 1,919,240 shares; 2026Q1: 1,926,837 shares 1,926,837 $59.7M 0.02% +7,597 Timeline AOM 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: 938,699 shares; 2024Q4: 949,981 shares; 2025Q1: 995,458 shares; 2025Q2: 990,640 shares; 2025Q3: 1,086,699 shares; 2025Q4: 1,272,723 shares; 2026Q1: 1,257,761 shares 1,257,761 $59.6M 0.02% -14,962 Timeline FBT 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: 177,118 shares; 2024Q4: 187,279 shares; 2025Q1: 183,813 shares; 2025Q2: 193,773 shares; 2025Q3: 200,646 shares; 2025Q4: 260,833 shares; 2026Q1: 295,687 shares 295,687 $59.4M 0.02% +34,854 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,649 shares; 2024Q4: 194,702 shares; 2025Q1: 238,579 shares; 2025Q2: 310,658 shares; 2025Q3: 333,241 shares; 2025Q4: 423,617 shares; 2026Q1: 527,052 shares 527,052 $59.3M 0.02% +103,435 Timeline ARTY 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: 330,942 shares; 2024Q4: 351,295 shares; 2025Q1: 643,590 shares; 2025Q2: 543,679 shares; 2025Q3: 981,400 shares; 2025Q4: 1,112,697 shares; 2026Q1: 1,272,742 shares 1,272,742 $59.2M 0.02% +160,045 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,053 shares; 2024Q4: 322,272 shares; 2025Q1: 362,011 shares; 2025Q2: 402,315 shares; 2025Q3: 487,248 shares; 2025Q4: 493,430 shares; 2026Q1: 495,099 shares 495,099 $59.2M 0.02% +1,669 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: 126,343 shares; 2024Q4: 151,583 shares; 2025Q1: 184,456 shares; 2025Q2: 182,578 shares; 2025Q3: 182,256 shares; 2025Q4: 202,825 shares; 2026Q1: 164,587 shares 164,587 $59.1M 0.02% -38,238 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: 351,327 shares; 2024Q4: 358,414 shares; 2025Q1: 349,158 shares; 2025Q2: 383,468 shares; 2025Q3: 335,275 shares; 2025Q4: 325,467 shares; 2026Q1: 316,219 shares 316,219 $59M 0.02% -9,248 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: 33,659 shares; 2025Q2: 27,857 shares; 2025Q3: 25,051 shares; 2025Q4: 33,492 shares; 2026Q1: 92,834 shares 92,834 $59M 0.02% +59,342 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,747 shares; 2024Q4: 118,183 shares; 2025Q1: 193,759 shares; 2025Q2: 147,411 shares; 2025Q3: 186,504 shares; 2025Q4: 130,093 shares; 2026Q1: 155,123 shares 155,123 $58.9M 0.02% +25,030 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836,618 shares; 2024Q4: 911,009 shares; 2025Q1: 806,260 shares; 2025Q2: 816,142 shares; 2025Q3: 853,894 shares; 2025Q4: 883,704 shares; 2026Q1: 933,699 shares 933,699 $58.4M 0.02% +49,995 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657,351 shares; 2024Q4: 1,797,114 shares; 2025Q1: 2,109,257 shares; 2025Q2: 2,791,483 shares; 2025Q3: 2,721,869 shares; 2025Q4: 3,030,604 shares; 2026Q1: 3,105,457 shares 3,105,457 $58.4M 0.02% +74,853 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: 62,938 shares; 2024Q4: 83,364 shares; 2025Q1: 102,008 shares; 2025Q2: 123,316 shares; 2025Q3: 152,251 shares; 2025Q4: 151,047 shares; 2026Q1: 120,255 shares 120,255 $58.3M 0.02% -30,792 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 539,286 shares; 2025Q3: 1,011,118 shares; 2025Q4: 1,303,552 shares; 2026Q1: 2,115,121 shares 2,115,121 $58.3M 0.02% +811,569 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: 252,081 shares; 2024Q4: 254,976 shares; 2025Q1: 349,963 shares; 2025Q2: 400,842 shares; 2025Q3: 407,010 shares; 2025Q4: 420,743 shares; 2026Q1: 427,276 shares 427,276 $58.1M 0.02% +6,533 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,542 shares; 2024Q4: 79,491 shares; 2025Q1: 132,996 shares; 2025Q2: 136,530 shares; 2025Q3: 405,184 shares; 2025Q4: 776,080 shares; 2026Q1: 1,247,690 shares 1,247,690 $57.9M 0.02% +471,610 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,808,968 shares; 2024Q4: 14,706,360 shares; 2025Q1: 15,193,057 shares; 2025Q2: 6,861,034 shares; 2025Q3: 6,512,414 shares; 2025Q4: 5,725,667 shares; 2026Q1: 5,312,734 shares 5,312,734 $57.8M 0.02% -412,933 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: 1,106,941 shares; 2024Q4: 1,238,895 shares; 2025Q1: 1,392,082 shares; 2025Q2: 1,971,616 shares; 2025Q3: 2,220,625 shares; 2025Q4: 2,433,817 shares; 2026Q1: 5,752,000 shares 5,752,000 $57.7M 0.02% +3,318,183 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: 128,765 shares; 2024Q4: 175,377 shares; 2025Q1: 206,665 shares; 2025Q2: 245,471 shares; 2025Q3: 302,367 shares; 2025Q4: 281,545 shares; 2026Q1: 330,381 shares 330,381 $57.7M 0.02% +48,836 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,414 shares; 2024Q4: 626,616 shares; 2025Q1: 801,441 shares; 2025Q2: 972,516 shares; 2025Q3: 1,268,953 shares; 2025Q4: 1,589,276 shares; 2026Q1: 2,191,408 shares 2,191,408 $57.6M 0.02% +602,132 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: 270,480 shares; 2024Q4: 279,536 shares; 2025Q1: 303,204 shares; 2025Q2: 309,068 shares; 2025Q3: 320,998 shares; 2025Q4: 334,939 shares; 2026Q1: 352,969 shares 352,969 $57.4M 0.02% +18,030 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354,639 shares; 2024Q4: 1,465,260 shares; 2025Q1: 1,452,909 shares; 2025Q2: 1,301,246 shares; 2025Q3: 1,291,497 shares; 2025Q4: 1,195,119 shares; 2026Q1: 1,015,427 shares 1,015,427 $57.1M 0.02% -179,692 Timeline CERY 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: 1,181,948 shares; 2025Q2: 751,866 shares; 2025Q3: 1,474,415 shares; 2025Q4: 984,531 shares; 2026Q1: 1,616,210 shares 1,616,210 $57M 0.02% +631,679 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: 461,850 shares; 2024Q4: 483,759 shares; 2025Q1: 640,109 shares; 2025Q2: 737,297 shares; 2025Q3: 794,270 shares; 2025Q4: 794,730 shares; 2026Q1: 792,471 shares 792,471 $56.9M 0.02% -2,259 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: 138,837 shares; 2024Q4: 151,272 shares; 2025Q1: 169,420 shares; 2025Q2: 689,614 shares; 2025Q3: 723,552 shares; 2025Q4: 778,743 shares; 2026Q1: 847,227 shares 847,227 $56.8M 0.02% +68,484 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,448 shares; 2025Q3: 490,424 shares; 2025Q4: 700,882 shares; 2026Q1: 1,124,598 shares 1,124,598 $56.7M 0.02% +423,716 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 487,257 shares; 2025Q1: 573,364 shares; 2025Q2: 1,010,490 shares; 2025Q3: 1,267,617 shares; 2025Q4: 1,680,474 shares; 2026Q1: 1,832,787 shares 1,832,787 $56.5M 0.02% +152,313 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: 1,718,694 shares; 2024Q4: 3,361,106 shares; 2025Q1: 3,450,288 shares; 2025Q2: 4,291,727 shares; 2025Q3: 3,226,183 shares; 2025Q4: 1,728,454 shares; 2026Q1: 2,324,640 shares 2,324,640 $56.4M 0.01% +596,186 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: 2,136,375 shares; 2024Q4: 2,170,656 shares; 2025Q1: 2,455,663 shares; 2025Q2: 2,394,463 shares; 2025Q3: 2,728,625 shares; 2025Q4: 2,961,370 shares; 2026Q1: 3,216,238 shares 3,216,238 $56.4M 0.01% +254,868 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906,209 shares; 2024Q4: 1,553,013 shares; 2025Q1: 1,534,082 shares; 2025Q2: 1,827,793 shares; 2025Q3: 1,826,410 shares; 2025Q4: 1,840,160 shares; 2026Q1: 1,371,038 shares 1,371,038 $55.9M 0.01% -469,122 Timeline SLQD 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: 778,012 shares; 2024Q4: 1,016,824 shares; 2025Q1: 1,142,679 shares; 2025Q2: 1,227,737 shares; 2025Q3: 1,113,933 shares; 2025Q4: 1,151,880 shares; 2026Q1: 1,107,443 shares 1,107,443 $55.9M 0.01% -44,437 Timeline PHO 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: 680,623 shares; 2024Q4: 750,169 shares; 2025Q1: 826,990 shares; 2025Q2: 822,343 shares; 2025Q3: 907,589 shares; 2025Q4: 896,572 shares; 2026Q1: 836,098 shares 836,098 $55.9M 0.01% -60,474 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597,160 shares; 2024Q4: 650,245 shares; 2025Q1: 838,080 shares; 2025Q2: 859,094 shares; 2025Q3: 891,457 shares; 2025Q4: 892,418 shares; 2026Q1: 855,426 shares 855,426 $55.6M 0.01% -36,992 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537,675 shares; 2024Q4: 667,511 shares; 2025Q1: 713,729 shares; 2025Q2: 678,396 shares; 2025Q3: 745,157 shares; 2025Q4: 643,587 shares; 2026Q1: 662,503 shares 662,503 $55.5M 0.01% +18,916 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036,055 shares; 2024Q4: 1,118,363 shares; 2025Q1: 1,401,940 shares; 2025Q2: 1,592,891 shares; 2025Q3: 1,828,286 shares; 2025Q4: 2,133,696 shares; 2026Q1: 2,383,159 shares 2,383,159 $55.4M 0.01% +249,463 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648,285 shares; 2024Q4: 693,589 shares; 2025Q1: 683,618 shares; 2025Q2: 709,756 shares; 2025Q3: 742,966 shares; 2025Q4: 704,149 shares; 2026Q1: 640,146 shares 640,146 $55.3M 0.01% -64,003 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,510 shares; 2024Q4: 1,414,515 shares; 2025Q1: 1,128,859 shares; 2025Q2: 897,478 shares; 2025Q3: 989,677 shares; 2025Q4: 1,146,968 shares; 2026Q1: 1,185,496 shares 1,185,496 $55.1M 0.01% +38,528 Timeline JIG 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: 423,835 shares; 2024Q4: 477,094 shares; 2025Q1: 410,626 shares; 2025Q2: 377,859 shares; 2025Q3: 790,002 shares; 2025Q4: 685,608 shares; 2026Q1: 741,323 shares 741,323 $55M 0.01% +55,715 Timeline IBTG 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: 690,017 shares; 2024Q4: 905,971 shares; 2025Q1: 1,084,389 shares; 2025Q2: 1,205,892 shares; 2025Q3: 1,498,921 shares; 2025Q4: 2,249,853 shares; 2026Q1: 2,394,873 shares 2,394,873 $54.9M 0.01% +145,020 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926,979 shares; 2024Q4: 3,230,420 shares; 2025Q1: 2,998,534 shares; 2025Q2: 3,139,151 shares; 2025Q3: 3,207,427 shares; 2025Q4: 3,169,227 shares; 2026Q1: 3,661,623 shares 3,661,623 $54.7M 0.01% +492,396 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727,296 shares; 2024Q4: 699,961 shares; 2025Q1: 680,868 shares; 2025Q2: 756,299 shares; 2025Q3: 827,789 shares; 2025Q4: 842,642 shares; 2026Q1: 805,034 shares 805,034 $54.7M 0.01% -37,608 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418,184 shares; 2024Q4: 1,486,080 shares; 2025Q1: 1,243,236 shares; 2025Q2: 989,110 shares; 2025Q3: 961,176 shares; 2025Q4: 999,763 shares; 2026Q1: 1,340,426 shares 1,340,426 $54.7M 0.01% +340,663 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,876 shares; 2024Q4: 432,239 shares; 2025Q1: 701,144 shares; 2025Q2: 770,515 shares; 2025Q3: 887,384 shares; 2025Q4: 994,239 shares; 2026Q1: 1,183,158 shares 1,183,158 $54.7M 0.01% +188,919 Timeline FSMD 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: 123,063 shares; 2024Q4: 355,489 shares; 2025Q1: 620,790 shares; 2025Q2: 845,378 shares; 2025Q3: 1,013,121 shares; 2025Q4: 1,099,883 shares; 2026Q1: 1,218,653 shares 1,218,653 $54.5M 0.01% +118,770 Timeline BSJQ 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: 1,127,134 shares; 2024Q4: 1,139,860 shares; 2025Q1: 1,219,967 shares; 2025Q2: 1,507,539 shares; 2025Q3: 2,173,724 shares; 2025Q4: 2,389,972 shares; 2026Q1: 2,351,333 shares 2,351,333 $54.5M 0.01% -38,639 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD 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: not reported; 2025Q2: not reported; 2025Q3: 288,611 shares; 2025Q4: 575,947 shares; 2026Q1: 1,700,889 shares 1,700,889 $54M 0.01% +1,124,942 Timeline CPLS AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 444,939 shares; 2025Q2: 437,614 shares; 2025Q3: 1,251,723 shares; 2025Q4: 1,299,397 shares; 2026Q1: 1,527,159 shares 1,527,159 $53.9M 0.01% +227,762 Timeline IWX 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: 441,503 shares; 2024Q4: 80,890 shares; 2025Q1: 624,829 shares; 2025Q2: 79,514 shares; 2025Q3: 84,914 shares; 2025Q4: 640,842 shares; 2026Q1: 579,108 shares 579,108 $53.7M 0.01% -61,734 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,682 shares; 2024Q4: 294,636 shares; 2025Q1: 478,131 shares; 2025Q2: 786,457 shares; 2025Q3: 943,915 shares; 2025Q4: 922,277 shares; 2026Q1: 773,484 shares 773,484 $53.6M 0.01% -148,793 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,779 shares; 2024Q4: 73,764 shares; 2025Q1: 75,537 shares; 2025Q2: 78,399 shares; 2025Q3: 84,810 shares; 2025Q4: 144,271 shares; 2026Q1: 147,463 shares 147,463 $53.6M 0.01% +3,192 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586,101 shares; 2024Q4: 1,048,166 shares; 2025Q1: 1,159,705 shares; 2025Q2: 1,041,135 shares; 2025Q3: 882,334 shares; 2025Q4: 897,925 shares; 2026Q1: 970,064 shares 970,064 $53.5M 0.01% +72,139 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579,711 shares; 2024Q4: 2,386,718 shares; 2025Q1: 2,312,072 shares; 2025Q2: 2,358,568 shares; 2025Q3: 2,498,026 shares; 2025Q4: 2,569,385 shares; 2026Q1: 2,784,894 shares 2,784,894 $53.4M 0.01% +215,509 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,895 shares; 2024Q4: 787,278 shares; 2025Q1: 952,878 shares; 2025Q2: 997,384 shares; 2025Q3: 912,147 shares; 2025Q4: 1,114,368 shares; 2026Q1: 1,230,525 shares 1,230,525 $53.3M 0.01% +116,157 Timeline GWX 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: 1,036,056 shares; 2024Q4: 1,069,766 shares; 2025Q1: 1,117,365 shares; 2025Q2: 1,133,309 shares; 2025Q3: 1,260,607 shares; 2025Q4: 1,220,704 shares; 2026Q1: 1,262,817 shares 1,262,817 $53.3M 0.01% +42,113 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989,998 shares; 2024Q4: 1,119,017 shares; 2025Q1: 1,124,011 shares; 2025Q2: 1,604,441 shares; 2025Q3: 1,671,110 shares; 2025Q4: 1,705,827 shares; 2026Q1: 848,038 shares 848,038 $53.2M 0.01% -857,789 Timeline WTPI 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: 106,463 shares; 2024Q4: 134,001 shares; 2025Q1: 147,270 shares; 2025Q2: 180,522 shares; 2025Q3: 279,171 shares; 2025Q4: 1,027,662 shares; 2026Q1: 1,665,333 shares 1,665,333 $53.1M 0.01% +637,671 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195,246 shares; 2024Q4: 1,192,334 shares; 2025Q1: 1,080,852 shares; 2025Q2: 1,113,499 shares; 2025Q3: 1,253,498 shares; 2025Q4: 1,375,536 shares; 2026Q1: 1,772,726 shares 1,772,726 $53.1M 0.01% +397,190 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,019 shares; 2024Q4: 973,523 shares; 2025Q1: 1,177,670 shares; 2025Q2: 1,152,639 shares; 2025Q3: 1,218,151 shares; 2025Q4: 1,192,913 shares; 2026Q1: 1,170,678 shares 1,170,678 $53M 0.01% -22,235 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,199 shares; 2025Q2: 460,155 shares; 2025Q3: 528,534 shares; 2025Q4: 856,939 shares; 2026Q1: 1,062,894 shares 1,062,894 $53M 0.01% +205,955 Timeline SCHR 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: 420,523 shares; 2024Q4: 997,479 shares; 2025Q1: 917,767 shares; 2025Q2: 1,012,884 shares; 2025Q3: 1,562,596 shares; 2025Q4: 1,899,665 shares; 2026Q1: 2,122,593 shares 2,122,593 $52.9M 0.01% +222,928 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: 509,524 shares; 2024Q4: 568,482 shares; 2025Q1: 634,487 shares; 2025Q2: 721,216 shares; 2025Q3: 836,554 shares; 2025Q4: 868,646 shares; 2026Q1: 937,397 shares 937,397 $52.8M 0.01% +68,751 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035,678 shares; 2024Q4: 1,185,971 shares; 2025Q1: 1,181,755 shares; 2025Q2: 1,345,146 shares; 2025Q3: 1,779,581 shares; 2025Q4: 2,046,660 shares; 2026Q1: 2,188,883 shares 2,188,883 $52.8M 0.01% +142,223 Timeline ULST 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: 1,076,701 shares; 2024Q4: 1,125,289 shares; 2025Q1: 1,695,009 shares; 2025Q2: 1,772,072 shares; 2025Q3: 1,862,312 shares; 2025Q4: 1,324,852 shares; 2026Q1: 1,293,371 shares 1,293,371 $52.4M 0.01% -31,481 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893,772 shares; 2024Q4: 984,276 shares; 2025Q1: 978,176 shares; 2025Q2: 917,298 shares; 2025Q3: 1,038,032 shares; 2025Q4: 1,167,716 shares; 2026Q1: 1,100,306 shares 1,100,306 $52.3M 0.01% -67,410 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,201 shares; 2024Q4: 100,593 shares; 2025Q1: 123,632 shares; 2025Q2: 145,567 shares; 2025Q3: 154,857 shares; 2025Q4: 186,835 shares; 2026Q1: 186,069 shares 186,069 $52.3M 0.01% -766 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: 188,074 shares; 2024Q4: 177,209 shares; 2025Q1: 177,911 shares; 2025Q2: 205,658 shares; 2025Q3: 177,929 shares; 2025Q4: 159,289 shares; 2026Q1: 177,654 shares 177,654 $52M 0.01% +18,365 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: 207,302 shares; 2024Q4: 200,996 shares; 2025Q1: 188,944 shares; 2025Q2: 205,052 shares; 2025Q3: 212,498 shares; 2025Q4: 211,018 shares; 2026Q1: 188,830 shares 188,830 $52M 0.01% -22,188 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: 714,740 shares; 2024Q4: 763,739 shares; 2025Q1: 885,205 shares; 2025Q2: 933,327 shares; 2025Q3: 1,045,617 shares; 2025Q4: 809,467 shares; 2026Q1: 961,495 shares 961,495 $51.8M 0.01% +152,028 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,424 shares; 2024Q4: 464,901 shares; 2025Q1: 599,592 shares; 2025Q2: 692,569 shares; 2025Q3: 819,721 shares; 2025Q4: 1,094,146 shares; 2026Q1: 1,157,949 shares 1,157,949 $51.7M 0.01% +63,803 Timeline FLQL 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: 402,533 shares; 2024Q4: 448,406 shares; 2025Q1: 475,936 shares; 2025Q2: 560,858 shares; 2025Q3: 585,206 shares; 2025Q4: 640,271 shares; 2026Q1: 763,873 shares 763,873 $51.7M 0.01% +123,602 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: 219,173 shares; 2024Q4: 178,069 shares; 2025Q1: 121,311 shares; 2025Q2: 167,269 shares; 2025Q3: 216,942 shares; 2025Q4: 257,073 shares; 2026Q1: 380,715 shares 380,715 $51.6M 0.01% +123,642 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 79,385 shares; 2025Q1: 330,580 shares; 2025Q2: 450,110 shares; 2025Q3: 522,752 shares; 2025Q4: 746,005 shares; 2026Q1: 1,010,648 shares 1,010,648 $51.5M 0.01% +264,643 Timeline XSVM 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: 1,640,980 shares; 2024Q4: 1,682,054 shares; 2025Q1: 1,228,208 shares; 2025Q2: 1,086,858 shares; 2025Q3: 902,559 shares; 2025Q4: 861,001 shares; 2026Q1: 854,235 shares 854,235 $51.5M 0.01% -6,766 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: 4,627,227 shares; 2024Q4: 3,905,707 shares; 2025Q1: 3,844,723 shares; 2025Q2: 4,063,107 shares; 2025Q3: 4,300,617 shares; 2025Q4: 4,208,312 shares; 2026Q1: 4,457,569 shares 4,457,569 $51.4M 0.01% +249,257 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: 497,970 shares; 2024Q4: 505,905 shares; 2025Q1: 563,524 shares; 2025Q2: 720,242 shares; 2025Q3: 717,460 shares; 2025Q4: 709,083 shares; 2026Q1: 709,519 shares 709,519 $51.3M 0.01% +436 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291,128 shares; 2024Q4: 1,351,370 shares; 2025Q1: 658,641 shares; 2025Q2: 796,228 shares; 2025Q3: 896,733 shares; 2025Q4: 998,364 shares; 2026Q1: 1,209,935 shares 1,209,935 $51.3M 0.01% +211,571 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195,071 shares; 2024Q4: 2,231,066 shares; 2025Q1: 1,613,277 shares; 2025Q2: 1,651,760 shares; 2025Q3: 1,612,426 shares; 2025Q4: 1,506,212 shares; 2026Q1: 1,425,551 shares 1,425,551 $51.2M 0.01% -80,661 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,752 shares; 2024Q4: 730,156 shares; 2025Q1: 582,902 shares; 2025Q2: 790,459 shares; 2025Q3: 911,543 shares; 2025Q4: 1,278,138 shares; 2026Q1: 1,536,815 shares 1,536,815 $51.2M 0.01% +258,677 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: 473,951 shares; 2024Q4: 502,772 shares; 2025Q1: 570,820 shares; 2025Q2: 721,567 shares; 2025Q3: 741,229 shares; 2025Q4: 730,608 shares; 2026Q1: 681,412 shares 681,412 $51.2M 0.01% -49,196 Timeline ACWI 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: 237,888 shares; 2024Q4: 278,457 shares; 2025Q1: 251,534 shares; 2025Q2: 307,346 shares; 2025Q3: 430,898 shares; 2025Q4: 364,135 shares; 2026Q1: 368,160 shares 368,160 $50.9M 0.01% +4,025 Timeline BSJS 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: 823,000 shares; 2024Q4: 871,556 shares; 2025Q1: 1,138,315 shares; 2025Q2: 1,382,592 shares; 2025Q3: 1,779,150 shares; 2025Q4: 2,153,307 shares; 2026Q1: 2,340,587 shares 2,340,587 $50.8M 0.01% +187,280 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925,261 shares; 2024Q4: 855,580 shares; 2025Q1: 808,617 shares; 2025Q2: 794,900 shares; 2025Q3: 862,815 shares; 2025Q4: 874,223 shares; 2026Q1: 1,005,062 shares 1,005,062 $50.6M 0.01% +130,839 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,093 shares; 2026Q1: 1,016,363 shares 1,016,363 $50.5M 0.01% +880,270 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646,884 shares; 2024Q4: 879,134 shares; 2025Q1: 1,137,281 shares; 2025Q2: 1,188,679 shares; 2025Q3: 1,068,520 shares; 2025Q4: 1,071,712 shares; 2026Q1: 968,455 shares 968,455 $50.4M 0.01% -103,257 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,328 shares; 2024Q4: 460,923 shares; 2025Q1: 569,155 shares; 2025Q2: 1,087,551 shares; 2025Q3: 1,219,427 shares; 2025Q4: 1,258,564 shares; 2026Q1: 1,276,159 shares 1,276,159 $50.2M 0.01% +17,595 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,195 shares; 2024Q4: 19,629 shares; 2025Q1: 258,169 shares; 2025Q2: 344,677 shares; 2025Q3: 442,303 shares; 2025Q4: 658,499 shares; 2026Q1: 643,847 shares 643,847 $50M 0.01% -14,652 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,032 shares; 2024Q4: 470,099 shares; 2025Q1: 540,311 shares; 2025Q2: 606,961 shares; 2025Q3: 676,241 shares; 2025Q4: 752,838 shares; 2026Q1: 845,116 shares 845,116 $49.9M 0.01% +92,278 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: 50,034 shares; 2024Q4: 49,566 shares; 2025Q1: 39,957 shares; 2025Q2: 47,026 shares; 2025Q3: 31,326 shares; 2025Q4: 58,853 shares; 2026Q1: 70,985 shares 70,985 $49.9M 0.01% +12,132 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: 82,927 shares; 2024Q4: 101,635 shares; 2025Q1: 117,515 shares; 2025Q2: 98,376 shares; 2025Q3: 204,705 shares; 2025Q4: 201,139 shares; 2026Q1: 214,536 shares 214,536 $49.8M 0.01% +13,397 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247,829 shares; 2025Q4: 1,698,125 shares; 2026Q1: 1,670,030 shares 1,670,030 $49.7M 0.01% -28,095 Timeline FRWD NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,188,006 shares 2,188,006 $49.7M 0.01% new Timeline ILF 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: 455,602 shares; 2024Q4: 214,007 shares; 2025Q1: 349,088 shares; 2025Q2: 567,458 shares; 2025Q3: 638,476 shares; 2025Q4: 1,157,180 shares; 2026Q1: 1,398,940 shares 1,398,940 $49.7M 0.01% +241,760 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: 554,694 shares; 2024Q4: 576,116 shares; 2025Q1: 626,028 shares; 2025Q2: 466,713 shares; 2025Q3: 1,085,855 shares; 2025Q4: 1,051,779 shares; 2026Q1: 615,889 shares 615,889 $49.6M 0.01% -435,890 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,743 shares; 2024Q4: 97,866 shares; 2025Q1: 140,209 shares; 2025Q2: 151,005 shares; 2025Q3: 176,026 shares; 2025Q4: 257,686 shares; 2026Q1: 916,508 shares 916,508 $49.5M 0.01% +658,822 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177,159 shares; 2025Q2: 203,217 shares; 2025Q3: 424,403 shares; 2025Q4: 643,604 shares; 2026Q1: 989,261 shares 989,261 $49.5M 0.01% +345,657 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,619 shares; 2024Q4: 52,790 shares; 2025Q1: 55,245 shares; 2025Q2: 56,361 shares; 2025Q3: 62,532 shares; 2025Q4: 62,619 shares; 2026Q1: 63,987 shares 63,987 $49.4M 0.01% +1,368 Timeline DTH 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: 585,321 shares; 2024Q4: 645,992 shares; 2025Q1: 600,102 shares; 2025Q2: 799,762 shares; 2025Q3: 851,838 shares; 2025Q4: 779,977 shares; 2026Q1: 913,699 shares 913,699 $49.4M 0.01% +133,722 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949,675 shares; 2024Q4: 1,145,089 shares; 2025Q1: 1,074,123 shares; 2025Q2: 983,121 shares; 2025Q3: 1,080,697 shares; 2025Q4: 1,091,647 shares; 2026Q1: 1,213,977 shares 1,213,977 $49.3M 0.01% +122,330 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,182 shares; 2024Q4: 122,171 shares; 2025Q1: 141,740 shares; 2025Q2: 178,009 shares; 2025Q3: 202,777 shares; 2025Q4: 237,958 shares; 2026Q1: 238,457 shares 238,457 $49.2M 0.01% +499 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: 1,089,137 shares; 2024Q4: 1,094,473 shares; 2025Q1: 1,316,683 shares; 2025Q2: 1,145,307 shares; 2025Q3: 1,142,670 shares; 2025Q4: 1,018,852 shares; 2026Q1: 1,048,051 shares 1,048,051 $49M 0.01% +29,199 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: 584,366 shares; 2024Q4: 602,885 shares; 2025Q1: 673,814 shares; 2025Q2: 1,644,647 shares; 2025Q3: 1,671,428 shares; 2025Q4: 1,582,143 shares; 2026Q1: 883,997 shares 883,997 $48.8M 0.01% -698,146 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: 210,369 shares; 2024Q4: 254,370 shares; 2025Q1: 284,929 shares; 2025Q2: 313,171 shares; 2025Q3: 318,719 shares; 2025Q4: 283,076 shares; 2026Q1: 270,686 shares 270,686 $48.8M 0.01% -12,390 Timeline PTF 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: 576,695 shares; 2024Q4: 627,147 shares; 2025Q1: 622,342 shares; 2025Q2: 578,813 shares; 2025Q3: 538,123 shares; 2025Q4: 522,525 shares; 2026Q1: 564,327 shares 564,327 $48.7M 0.01% +41,802 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: 1,362,782 shares; 2024Q4: 1,356,067 shares; 2025Q1: 1,379,207 shares; 2025Q2: 1,486,419 shares; 2025Q3: 1,399,533 shares; 2025Q4: 1,222,665 shares; 2026Q1: 1,322,929 shares 1,322,929 $48.6M 0.01% +100,264 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: 1,410,395 shares; 2024Q4: 1,514,887 shares; 2025Q1: 1,474,789 shares; 2025Q2: 1,526,904 shares; 2025Q3: 1,561,515 shares; 2025Q4: 1,361,544 shares; 2026Q1: 1,210,114 shares 1,210,114 $48.5M 0.01% -151,430 Timeline MINO 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: 284,772 shares; 2024Q4: 301,151 shares; 2025Q1: 362,866 shares; 2025Q2: 381,976 shares; 2025Q3: 581,592 shares; 2025Q4: 932,953 shares; 2026Q1: 1,068,323 shares 1,068,323 $48.3M 0.01% +135,370 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: 88,414 shares; 2024Q4: 120,936 shares; 2025Q1: 135,744 shares; 2025Q2: 129,231 shares; 2025Q3: 143,208 shares; 2025Q4: 154,122 shares; 2026Q1: 158,673 shares 158,673 $48.2M 0.01% +4,551 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: 335,729 shares; 2024Q4: 301,675 shares; 2025Q1: 292,437 shares; 2025Q2: 328,043 shares; 2025Q3: 334,181 shares; 2025Q4: 311,581 shares; 2026Q1: 304,502 shares 304,502 $48.2M 0.01% -7,079 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: 289,284 shares; 2024Q4: 245,703 shares; 2025Q1: 303,121 shares; 2025Q2: 317,543 shares; 2025Q3: 298,246 shares; 2025Q4: 310,059 shares; 2026Q1: 284,232 shares 284,232 $48.1M 0.01% -25,827 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,086 shares; 2024Q4: 321,608 shares; 2025Q1: 308,346 shares; 2025Q2: 397,489 shares; 2025Q3: 439,244 shares; 2025Q4: 460,887 shares; 2026Q1: 514,691 shares 514,691 $48M 0.01% +53,804 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116,728 shares; 2024Q4: 1,121,456 shares; 2025Q1: 1,062,605 shares; 2025Q2: 1,041,987 shares; 2025Q3: 1,020,074 shares; 2025Q4: 977,214 shares; 2026Q1: 908,340 shares 908,340 $47.9M 0.01% -68,874 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,413 shares; 2024Q4: 194,851 shares; 2025Q1: 194,764 shares; 2025Q2: 204,655 shares; 2025Q3: 209,738 shares; 2025Q4: 213,164 shares; 2026Q1: 199,031 shares 199,031 $47.6M 0.01% -14,133 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: 9,983 shares; 2024Q4: 11,869 shares; 2025Q1: 11,262 shares; 2025Q2: 13,981 shares; 2025Q3: 14,837 shares; 2025Q4: 14,629 shares; 2026Q1: 14,095 shares 14,095 $47.6M 0.01% -534 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,045 shares; 2024Q4: 615,084 shares; 2025Q1: 645,954 shares; 2025Q2: 832,355 shares; 2025Q3: 861,259 shares; 2025Q4: 900,097 shares; 2026Q1: 907,121 shares 907,121 $47.6M 0.01% +7,024 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,737 shares; 2024Q4: 590,792 shares; 2025Q1: 744,398 shares; 2025Q2: 827,449 shares; 2025Q3: 927,623 shares; 2025Q4: 1,058,002 shares; 2026Q1: 1,052,401 shares 1,052,401 $47.5M 0.01% -5,601 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248,493 shares; 2024Q4: 975,922 shares; 2025Q1: 1,056,623 shares; 2025Q2: 1,176,808 shares; 2025Q3: 1,140,161 shares; 2025Q4: 1,404,073 shares; 2026Q1: 1,137,482 shares 1,137,482 $47.4M 0.01% -266,591 Timeline BSCW 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: 1,006,780 shares; 2024Q4: 1,138,974 shares; 2025Q1: 1,501,862 shares; 2025Q2: 1,868,492 shares; 2025Q3: 2,249,091 shares; 2025Q4: 2,332,621 shares; 2026Q1: 2,299,670 shares 2,299,670 $47.3M 0.01% -32,951 Timeline RSPU 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: 364,870 shares; 2024Q4: 380,543 shares; 2025Q1: 375,108 shares; 2025Q2: 534,607 shares; 2025Q3: 562,579 shares; 2025Q4: 586,864 shares; 2026Q1: 583,563 shares 583,563 $47.3M 0.01% -3,301 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: 1,625,791 shares; 2024Q4: 1,603,340 shares; 2025Q1: 1,812,630 shares; 2025Q2: 2,130,776 shares; 2025Q3: 2,345,903 shares; 2025Q4: 2,391,768 shares; 2026Q1: 2,975,037 shares 2,975,037 $47.2M 0.01% +583,269 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,883 shares; 2024Q4: 240,636 shares; 2025Q1: 256,972 shares; 2025Q2: 304,917 shares; 2025Q3: 338,836 shares; 2025Q4: 477,235 shares; 2026Q1: 721,839 shares 721,839 $47.2M 0.01% +244,604 Timeline DFCF 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: 1,237,847 shares; 2024Q4: 1,257,504 shares; 2025Q1: 1,090,443 shares; 2025Q2: 1,094,129 shares; 2025Q3: 1,094,213 shares; 2025Q4: 1,089,632 shares; 2026Q1: 1,117,650 shares 1,117,650 $47.2M 0.01% +28,018 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: 393,101 shares; 2024Q4: 243,270 shares; 2025Q1: 197,155 shares; 2025Q2: 239,903 shares; 2025Q3: 249,753 shares; 2025Q4: 233,162 shares; 2026Q1: 217,522 shares 217,522 $47.1M 0.01% -15,640 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: 139,996 shares; 2024Q4: 144,679 shares; 2025Q1: 199,486 shares; 2025Q2: 219,233 shares; 2025Q3: 230,974 shares; 2025Q4: 229,248 shares; 2026Q1: 225,562 shares 225,562 $47M 0.01% -3,686 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: 464,765 shares; 2024Q4: 411,915 shares; 2025Q1: 542,299 shares; 2025Q2: 733,946 shares; 2025Q3: 1,452,311 shares; 2025Q4: 1,877,214 shares; 2026Q1: 2,045,407 shares 2,045,407 $46.9M 0.01% +168,193 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,255 shares; 2024Q4: 593,176 shares; 2025Q1: 545,511 shares; 2025Q2: 740,513 shares; 2025Q3: 695,853 shares; 2025Q4: 606,354 shares; 2026Q1: 718,395 shares 718,395 $46.7M 0.01% +112,041 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048,946 shares; 2024Q4: 1,494,856 shares; 2025Q1: 1,571,067 shares; 2025Q2: 1,617,901 shares; 2025Q3: 1,704,411 shares; 2025Q4: 1,777,264 shares; 2026Q1: 1,856,406 shares 1,856,406 $46.7M 0.01% +79,142 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: 97,268 shares; 2024Q4: 129,967 shares; 2025Q1: 176,628 shares; 2025Q2: 179,286 shares; 2025Q3: 181,929 shares; 2025Q4: 133,583 shares; 2026Q1: 117,568 shares 117,568 $46.6M 0.01% -16,015 Timeline BENJ HORIZON FDS More: the full row for HORIZON 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: 6,458 shares; 2025Q4: not reported; 2026Q1: 886,381 shares 886,381 $46.4M 0.01% new Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905,189 shares; 2024Q4: 1,961,046 shares; 2025Q1: 653,999 shares; 2025Q2: 762,347 shares; 2025Q3: 1,145,615 shares; 2025Q4: 1,166,323 shares; 2026Q1: 1,305,358 shares 1,305,358 $46.4M 0.01% +139,035 Timeline IYJ 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: 307,372 shares; 2024Q4: 294,409 shares; 2025Q1: 296,893 shares; 2025Q2: 313,437 shares; 2025Q3: 313,172 shares; 2025Q4: 311,785 shares; 2026Q1: 312,509 shares 312,509 $46.1M 0.01% +724 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,918 shares; 2024Q4: 760,481 shares; 2025Q1: 717,461 shares; 2025Q2: 787,882 shares; 2025Q3: 850,533 shares; 2025Q4: 872,810 shares; 2026Q1: 942,264 shares 942,264 $46.1M 0.01% +69,454 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: 15,130 shares; 2024Q4: 25,069 shares; 2025Q1: 34,311 shares; 2025Q2: 43,872 shares; 2025Q3: 56,987 shares; 2025Q4: 55,042 shares; 2026Q1: 66,742 shares 66,742 $45.5M 0.01% +11,700 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: 184,858 shares; 2024Q4: 221,039 shares; 2025Q1: 241,596 shares; 2025Q2: 281,327 shares; 2025Q3: 354,973 shares; 2025Q4: 336,878 shares; 2026Q1: 310,129 shares 310,129 $45.3M 0.01% -26,749 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: 10,730 shares; 2024Q4: 14,015 shares; 2025Q1: 33,078 shares; 2025Q2: 119,948 shares; 2025Q3: 232,452 shares; 2025Q4: 335,429 shares; 2026Q1: 463,190 shares 463,190 $45.3M 0.01% +127,761 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179,539 shares; 2024Q4: 1,318,387 shares; 2025Q1: 1,236,069 shares; 2025Q2: 1,341,616 shares; 2025Q3: 1,439,687 shares; 2025Q4: 1,422,753 shares; 2026Q1: 2,267,473 shares 2,267,473 $45.3M 0.01% +844,720 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,464,049 shares; 2024Q4: 3,583,642 shares; 2025Q1: 3,682,289 shares; 2025Q2: 3,844,991 shares; 2025Q3: 3,930,294 shares; 2025Q4: 3,568,831 shares; 2026Q1: 4,406,386 shares 4,406,386 $44.9M 0.01% +837,555 Timeline RWR 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: 229,705 shares; 2024Q4: 201,753 shares; 2025Q1: 203,715 shares; 2025Q2: 487,668 shares; 2025Q3: 319,379 shares; 2025Q4: 439,980 shares; 2026Q1: 444,186 shares 444,186 $44.8M 0.01% +4,206 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,574 shares; 2024Q4: 227,765 shares; 2025Q1: 223,004 shares; 2025Q2: 398,070 shares; 2025Q3: 512,937 shares; 2025Q4: 727,846 shares; 2026Q1: 740,678 shares 740,678 $44.8M 0.01% +12,832 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: 314,634 shares; 2024Q4: 296,503 shares; 2025Q1: 334,041 shares; 2025Q2: 338,528 shares; 2025Q3: 272,241 shares; 2025Q4: 391,389 shares; 2026Q1: 431,457 shares 431,457 $44.7M 0.01% +40,068 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,203 shares; 2024Q4: 781,468 shares; 2025Q1: 545,736 shares; 2025Q2: 631,332 shares; 2025Q3: 689,948 shares; 2025Q4: 682,884 shares; 2026Q1: 753,274 shares 753,274 $44.6M 0.01% +70,390 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,323 shares; 2024Q4: 55,693 shares; 2025Q1: 87,003 shares; 2025Q2: 348,202 shares; 2025Q3: 588,067 shares; 2025Q4: 1,063,342 shares; 2026Q1: 1,759,005 shares 1,759,005 $44.5M 0.01% +695,663 Timeline MISL 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: 305,800 shares; 2024Q4: 541,085 shares; 2025Q1: 348,883 shares; 2025Q2: 367,152 shares; 2025Q3: 444,782 shares; 2025Q4: 634,032 shares; 2026Q1: 994,066 shares 994,066 $44.4M 0.01% +360,034 Timeline QWLD 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: 281,629 shares; 2024Q4: 284,664 shares; 2025Q1: 276,573 shares; 2025Q2: 324,766 shares; 2025Q3: 316,595 shares; 2025Q4: 330,750 shares; 2026Q1: 310,449 shares 310,449 $44.4M 0.01% -20,301 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799,291 shares; 2024Q4: 2,707,940 shares; 2025Q1: 2,680,430 shares; 2025Q2: 2,843,409 shares; 2025Q3: 3,054,687 shares; 2025Q4: 2,249,954 shares; 2026Q1: 2,838,548 shares 2,838,548 $44.4M 0.01% +588,594 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,435 shares; 2025Q2: 356,038 shares; 2025Q3: 627,502 shares; 2025Q4: 688,857 shares; 2026Q1: 1,250,599 shares 1,250,599 $44.4M 0.01% +561,742 Timeline FLSP 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: 27,903 shares; 2024Q4: 45,788 shares; 2025Q1: 34,335 shares; 2025Q2: 44,758 shares; 2025Q3: 120,558 shares; 2025Q4: 179,933 shares; 2026Q1: 1,627,498 shares 1,627,498 $44.3M 0.01% +1,447,565 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: 632,869 shares; 2024Q4: 681,495 shares; 2025Q1: 877,789 shares; 2025Q2: 1,088,901 shares; 2025Q3: 1,446,040 shares; 2025Q4: 1,859,953 shares; 2026Q1: 1,976,475 shares 1,976,475 $44.2M 0.01% +116,522 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,990 shares; 2024Q4: 64,672 shares; 2025Q1: 67,559 shares; 2025Q2: 65,557 shares; 2025Q3: 18,226 shares; 2025Q4: 12,370 shares; 2026Q1: 232,846 shares 232,846 $44.1M 0.01% +220,476 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: 492,714 shares; 2024Q4: 501,726 shares; 2025Q1: 478,530 shares; 2025Q2: 569,376 shares; 2025Q3: 589,379 shares; 2025Q4: 605,451 shares; 2026Q1: 616,499 shares 616,499 $44M 0.01% +11,048 Timeline DHS 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: 393,385 shares; 2024Q4: 388,493 shares; 2025Q1: 437,671 shares; 2025Q2: 423,221 shares; 2025Q3: 414,804 shares; 2025Q4: 400,015 shares; 2026Q1: 402,554 shares 402,554 $44M 0.01% +2,539 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,291 shares; 2024Q4: 158,340 shares; 2025Q1: 164,547 shares; 2025Q2: 187,256 shares; 2025Q3: 204,744 shares; 2025Q4: 233,889 shares; 2026Q1: 243,884 shares 243,884 $43.9M 0.01% +9,995 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: 392,540 shares; 2024Q4: 504,684 shares; 2025Q1: 589,418 shares; 2025Q2: 716,280 shares; 2025Q3: 635,539 shares; 2025Q4: 762,658 shares; 2026Q1: 780,782 shares 780,782 $43.6M 0.01% +18,124 Timeline PXH 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: 869,570 shares; 2024Q4: 880,390 shares; 2025Q1: 1,007,690 shares; 2025Q2: 1,025,147 shares; 2025Q3: 1,004,591 shares; 2025Q4: 1,894,726 shares; 2026Q1: 1,613,465 shares 1,613,465 $43.4M 0.01% -281,261 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,217 shares; 2025Q4: 175,861 shares; 2026Q1: 1,695,627 shares 1,695,627 $43.4M 0.01% +1,519,766 Timeline EEMV 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: 574,344 shares; 2024Q4: 644,983 shares; 2025Q1: 603,477 shares; 2025Q2: 655,367 shares; 2025Q3: 639,534 shares; 2025Q4: 661,985 shares; 2026Q1: 670,271 shares 670,271 $43.4M 0.01% +8,286 Timeline CEF 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: 971,504 shares; 2024Q4: 573,098 shares; 2025Q1: 653,764 shares; 2025Q2: 724,196 shares; 2025Q3: 912,682 shares; 2025Q4: 934,345 shares; 2026Q1: 909,025 shares 909,025 $43.4M 0.01% -25,320 Timeline ISTB 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: 565,927 shares; 2024Q4: 655,534 shares; 2025Q1: 671,916 shares; 2025Q2: 1,024,472 shares; 2025Q3: 822,849 shares; 2025Q4: 866,199 shares; 2026Q1: 886,118 shares 886,118 $42.9M 0.01% +19,919 Timeline BSCV 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: 1,433,674 shares; 2024Q4: 1,599,385 shares; 2025Q1: 1,831,434 shares; 2025Q2: 2,597,465 shares; 2025Q3: 3,534,227 shares; 2025Q4: 3,683,355 shares; 2026Q1: 2,607,870 shares 2,607,870 $42.9M 0.01% -1,075,485 Timeline IDU 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: 276,124 shares; 2024Q4: 241,859 shares; 2025Q1: 257,854 shares; 2025Q2: 313,133 shares; 2025Q3: 361,121 shares; 2025Q4: 411,813 shares; 2026Q1: 369,210 shares 369,210 $42.9M 0.01% -42,603 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,673 shares; 2024Q4: 140,686 shares; 2025Q1: 240,917 shares; 2025Q2: 293,794 shares; 2025Q3: 368,159 shares; 2025Q4: 538,269 shares; 2026Q1: 538,589 shares 538,589 $42.8M 0.01% +320 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,459 shares; 2024Q4: 511,078 shares; 2025Q1: 557,508 shares; 2025Q2: 549,246 shares; 2025Q3: 608,858 shares; 2025Q4: 675,705 shares; 2026Q1: 724,779 shares 724,779 $42.8M 0.01% +49,074 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: 106,135 shares; 2024Q4: 115,273 shares; 2025Q1: 118,229 shares; 2025Q2: 126,435 shares; 2025Q3: 128,898 shares; 2025Q4: 134,639 shares; 2026Q1: 142,118 shares 142,118 $42.8M 0.01% +7,479 Timeline SCHQ 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: 247,962 shares; 2024Q4: 249,991 shares; 2025Q1: 1,007,643 shares; 2025Q2: 951,610 shares; 2025Q3: 914,318 shares; 2025Q4: 1,904,417 shares; 2026Q1: 1,360,175 shares 1,360,175 $42.8M 0.01% -544,242 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549,268 shares; 2024Q4: 552,459 shares; 2025Q1: 573,705 shares; 2025Q2: 646,221 shares; 2025Q3: 732,466 shares; 2025Q4: 823,921 shares; 2026Q1: 862,526 shares 862,526 $42.6M 0.01% +38,605 Timeline SHM 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: 693,468 shares; 2024Q4: 737,762 shares; 2025Q1: 728,656 shares; 2025Q2: 749,942 shares; 2025Q3: 793,567 shares; 2025Q4: 844,750 shares; 2026Q1: 888,605 shares 888,605 $42.5M 0.01% +43,855 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: 71,036 shares; 2024Q4: 71,048 shares; 2025Q1: 236,465 shares; 2025Q2: 291,677 shares; 2025Q3: 288,923 shares; 2025Q4: 366,636 shares; 2026Q1: 178,339 shares 178,339 $42.5M 0.01% -188,297 Timeline FICS 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: 770,426 shares; 2024Q4: 829,046 shares; 2025Q1: 943,634 shares; 2025Q2: 1,174,262 shares; 2025Q3: 1,238,573 shares; 2025Q4: 1,239,451 shares; 2026Q1: 1,086,769 shares 1,086,769 $42.4M 0.01% -152,682 Timeline DGT 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: 110,421 shares; 2024Q4: 142,410 shares; 2025Q1: 163,992 shares; 2025Q2: 164,139 shares; 2025Q3: 215,613 shares; 2025Q4: 231,978 shares; 2026Q1: 250,190 shares 250,190 $42.4M 0.01% +18,212 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: 944,108 shares; 2024Q4: 1,045,125 shares; 2025Q1: 1,262,794 shares; 2025Q2: 1,339,744 shares; 2025Q3: 1,627,024 shares; 2025Q4: 1,833,315 shares; 2026Q1: 2,004,014 shares 2,004,014 $42.4M 0.01% +170,699 Timeline MLN 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: 206,357 shares; 2024Q4: 242,173 shares; 2025Q1: 260,232 shares; 2025Q2: 846,842 shares; 2025Q3: 1,417,367 shares; 2025Q4: 1,929,772 shares; 2026Q1: 2,428,046 shares 2,428,046 $42.3M 0.01% +498,274 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: 213,092 shares; 2024Q4: 276,834 shares; 2025Q1: 333,583 shares; 2025Q2: 335,962 shares; 2025Q3: 364,334 shares; 2025Q4: 318,718 shares; 2026Q1: 378,918 shares 378,918 $42.2M 0.01% +60,200 Timeline