XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699,118 shares; 2024Q4: 692,872 shares; 2025Q1: 727,590 shares; 2025Q2: 686,674 shares; 2025Q3: 623,225 shares; 2025Q4: 624,671 shares; 2026Q1: 619,351 shares 619,351 $42.2M 0.01% -5,320 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,303 shares; 2024Q4: 441,271 shares; 2025Q1: 465,607 shares; 2025Q2: 513,761 shares; 2025Q3: 556,166 shares; 2025Q4: 516,285 shares; 2026Q1: 496,645 shares 496,645 $42.2M 0.01% -19,640 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,792 shares; 2024Q4: 267,517 shares; 2025Q1: 300,118 shares; 2025Q2: 346,525 shares; 2025Q3: 355,750 shares; 2025Q4: 360,496 shares; 2026Q1: 333,721 shares 333,721 $42.1M 0.01% -26,775 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,704 shares; 2024Q4: 158,107 shares; 2025Q1: 181,137 shares; 2025Q2: 227,106 shares; 2025Q3: 299,961 shares; 2025Q4: 422,560 shares; 2026Q1: 767,211 shares 767,211 $41.9M 0.01% +344,651 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,947 shares; 2024Q4: 64,850 shares; 2025Q1: 59,863 shares; 2025Q2: 80,375 shares; 2025Q3: 85,087 shares; 2025Q4: 85,708 shares; 2026Q1: 102,927 shares 102,927 $41.9M 0.01% +17,219 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480,604 shares; 2024Q4: 1,449,392 shares; 2025Q1: 1,528,344 shares; 2025Q2: 1,006,055 shares; 2025Q3: 1,010,708 shares; 2025Q4: 1,068,484 shares; 2026Q1: 914,644 shares 914,644 $41.9M 0.01% -153,840 Timeline DIAL 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: 684,929 shares; 2024Q4: 913,817 shares; 2025Q1: 1,057,223 shares; 2025Q2: 1,161,741 shares; 2025Q3: 1,243,622 shares; 2025Q4: 2,183,465 shares; 2026Q1: 2,311,406 shares 2,311,406 $41.8M 0.01% +127,941 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,108 shares; 2024Q4: 181,642 shares; 2025Q1: 174,702 shares; 2025Q2: 229,993 shares; 2025Q3: 249,465 shares; 2025Q4: 196,527 shares; 2026Q1: 211,174 shares 211,174 $41.8M 0.01% +14,647 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,988 shares; 2024Q4: 530,292 shares; 2025Q1: 516,986 shares; 2025Q2: 582,399 shares; 2025Q3: 636,295 shares; 2025Q4: 683,779 shares; 2026Q1: 750,121 shares 750,121 $41.8M 0.01% +66,342 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,146 shares; 2024Q4: 281,070 shares; 2025Q1: 380,157 shares; 2025Q2: 433,627 shares; 2025Q3: 511,777 shares; 2025Q4: 490,697 shares; 2026Q1: 510,759 shares 510,759 $41.7M 0.01% +20,062 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,477 shares; 2025Q3: 462,638 shares; 2025Q4: 1,075,771 shares; 2026Q1: 1,339,223 shares 1,339,223 $41.7M 0.01% +263,452 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095,572 shares; 2024Q4: 1,223,422 shares; 2025Q1: 1,276,359 shares; 2025Q2: 1,464,532 shares; 2025Q3: 1,438,032 shares; 2025Q4: 1,556,436 shares; 2026Q1: 1,297,315 shares 1,297,315 $41.5M 0.01% -259,121 Timeline AVIG 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: 351,632 shares; 2024Q4: 323,606 shares; 2025Q1: 663,975 shares; 2025Q2: 767,656 shares; 2025Q3: 826,561 shares; 2025Q4: 978,173 shares; 2026Q1: 996,640 shares 996,640 $41.4M 0.01% +18,467 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,479 shares; 2024Q4: 185,676 shares; 2025Q1: 197,000 shares; 2025Q2: 209,556 shares; 2025Q3: 228,460 shares; 2025Q4: 241,780 shares; 2026Q1: 265,997 shares 265,997 $41.4M 0.01% +24,217 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,879 shares; 2024Q4: 119,172 shares; 2025Q1: 137,247 shares; 2025Q2: 144,943 shares; 2025Q3: 141,482 shares; 2025Q4: 139,274 shares; 2026Q1: 883,281 shares 883,281 $41.3M 0.01% +744,007 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043,757 shares; 2024Q4: 1,290,527 shares; 2025Q1: 1,238,086 shares; 2025Q2: 1,205,043 shares; 2025Q3: 1,566,858 shares; 2025Q4: 1,859,864 shares; 2026Q1: 1,223,945 shares 1,223,945 $41.3M 0.01% -635,919 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988,022 shares; 2024Q4: 2,073,103 shares; 2025Q1: 2,622,295 shares; 2025Q2: 3,092,619 shares; 2025Q3: 3,163,544 shares; 2025Q4: 3,251,737 shares; 2026Q1: 2,346,574 shares 2,346,574 $41.2M 0.01% -905,163 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750,718 shares; 2024Q4: 2,009,622 shares; 2025Q1: 2,549,106 shares; 2025Q2: 2,452,132 shares; 2025Q3: 3,434,438 shares; 2025Q4: 3,578,645 shares; 2026Q1: 2,024,953 shares 2,024,953 $41.2M 0.01% -1,553,692 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,382 shares; 2024Q4: 584,285 shares; 2025Q1: 547,310 shares; 2025Q2: 623,500 shares; 2025Q3: 592,195 shares; 2025Q4: 602,806 shares; 2026Q1: 619,988 shares 619,988 $41.2M 0.01% +17,182 Timeline OIH 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: 72,445 shares; 2024Q4: 72,954 shares; 2025Q1: 71,299 shares; 2025Q2: 66,753 shares; 2025Q3: 57,634 shares; 2025Q4: 77,735 shares; 2026Q1: 101,761 shares 101,761 $41.1M 0.01% +24,026 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,664 shares; 2024Q4: 294,964 shares; 2025Q1: 374,640 shares; 2025Q2: 546,833 shares; 2025Q3: 811,941 shares; 2025Q4: 967,398 shares; 2026Q1: 1,058,799 shares 1,058,799 $41M 0.01% +91,401 Timeline FEMB 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: 740,048 shares; 2024Q4: 315,228 shares; 2025Q1: 320,255 shares; 2025Q2: 783,696 shares; 2025Q3: 973,936 shares; 2025Q4: 1,181,923 shares; 2026Q1: 1,420,652 shares 1,420,652 $40.8M 0.01% +238,729 Timeline SUSB 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: 668,380 shares; 2024Q4: 874,432 shares; 2025Q1: 1,084,783 shares; 2025Q2: 1,117,604 shares; 2025Q3: 1,208,694 shares; 2025Q4: 1,548,459 shares; 2026Q1: 1,627,739 shares 1,627,739 $40.8M 0.01% +79,280 Timeline KORP 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: 358,778 shares; 2024Q4: 308,389 shares; 2025Q1: 449,879 shares; 2025Q2: 477,815 shares; 2025Q3: 573,700 shares; 2025Q4: 643,815 shares; 2026Q1: 872,760 shares 872,760 $40.7M 0.01% +228,945 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,073 shares; 2024Q4: 575,805 shares; 2025Q1: 768,897 shares; 2025Q2: 1,196,483 shares; 2025Q3: 1,243,382 shares; 2025Q4: 1,747,077 shares; 2026Q1: 1,811,146 shares 1,811,146 $40.6M 0.01% +64,069 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,189 shares; 2024Q4: 678,608 shares; 2025Q1: 718,628 shares; 2025Q2: 649,680 shares; 2025Q3: 754,721 shares; 2025Q4: 815,431 shares; 2026Q1: 809,597 shares 809,597 $40.6M 0.01% -5,834 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,419 shares; 2024Q4: 310,078 shares; 2025Q1: 302,566 shares; 2025Q2: 306,532 shares; 2025Q3: 294,519 shares; 2025Q4: 308,016 shares; 2026Q1: 307,264 shares 307,264 $40.6M 0.01% -752 Timeline ZROZ 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: 1,111,348 shares; 2024Q4: 862,921 shares; 2025Q1: 824,834 shares; 2025Q2: 812,933 shares; 2025Q3: 796,951 shares; 2025Q4: 654,802 shares; 2026Q1: 633,868 shares 633,868 $40.6M 0.01% -20,934 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,965 shares; 2024Q4: 642,481 shares; 2025Q1: 608,107 shares; 2025Q2: 592,163 shares; 2025Q3: 573,542 shares; 2025Q4: 473,817 shares; 2026Q1: 626,083 shares 626,083 $40.6M 0.01% +152,266 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,331 shares; 2024Q4: 1,034,911 shares; 2025Q1: 1,318,977 shares; 2025Q2: 1,306,880 shares; 2025Q3: 1,309,813 shares; 2025Q4: 1,422,292 shares; 2026Q1: 1,521,078 shares 1,521,078 $40.5M 0.01% +98,786 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,379 shares; 2024Q4: 101,431 shares; 2025Q1: 94,670 shares; 2025Q2: 109,384 shares; 2025Q3: 123,802 shares; 2025Q4: 105,065 shares; 2026Q1: 95,085 shares 95,085 $40.4M 0.01% -9,980 Timeline ROBT 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: 680,133 shares; 2024Q4: 675,664 shares; 2025Q1: 682,908 shares; 2025Q2: 719,105 shares; 2025Q3: 894,771 shares; 2025Q4: 956,667 shares; 2026Q1: 873,589 shares 873,589 $40.3M 0.01% -83,078 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,384 shares; 2024Q4: 790,688 shares; 2025Q1: 884,148 shares; 2025Q2: 781,297 shares; 2025Q3: 853,271 shares; 2025Q4: 461,166 shares; 2026Q1: 480,493 shares 480,493 $40.3M 0.01% +19,327 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,153 shares; 2024Q4: 25,145 shares; 2025Q1: 20,068 shares; 2025Q2: 8,821 shares; 2025Q3: 6,861 shares; 2025Q4: 11,910 shares; 2026Q1: 174,975 shares 174,975 $40.2M 0.01% +163,065 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,198 shares; 2024Q4: 111,770 shares; 2025Q1: 255,234 shares; 2025Q2: 437,713 shares; 2025Q3: 396,171 shares; 2025Q4: 466,237 shares; 2026Q1: 440,738 shares 440,738 $40M 0.01% -25,499 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,877 shares; 2024Q4: 458,437 shares; 2025Q1: 527,309 shares; 2025Q2: 436,197 shares; 2025Q3: 346,250 shares; 2025Q4: 394,428 shares; 2026Q1: 428,345 shares 428,345 $39.9M 0.01% +33,917 Timeline XMVM 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: 398,926 shares; 2024Q4: 413,796 shares; 2025Q1: 427,334 shares; 2025Q2: 445,860 shares; 2025Q3: 544,604 shares; 2025Q4: 562,745 shares; 2026Q1: 611,601 shares 611,601 $39.8M 0.01% +48,856 Timeline FLCB 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: 351,787 shares; 2024Q4: 321,610 shares; 2025Q1: 462,495 shares; 2025Q2: 777,689 shares; 2025Q3: 1,049,738 shares; 2025Q4: 1,259,704 shares; 2026Q1: 1,847,504 shares 1,847,504 $39.7M 0.01% +587,800 Timeline KBWB 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: 235,119 shares; 2024Q4: 346,539 shares; 2025Q1: 384,791 shares; 2025Q2: 411,120 shares; 2025Q3: 457,144 shares; 2025Q4: 565,054 shares; 2026Q1: 500,805 shares 500,805 $39.6M 0.01% -64,249 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,152 shares; 2024Q4: 234,004 shares; 2025Q1: 252,933 shares; 2025Q2: 284,999 shares; 2025Q3: 297,033 shares; 2025Q4: 267,730 shares; 2026Q1: 260,253 shares 260,253 $39.4M 0.01% -7,477 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,075 shares; 2024Q4: 324,268 shares; 2025Q1: 352,524 shares; 2025Q2: 384,717 shares; 2025Q3: 397,527 shares; 2025Q4: 339,198 shares; 2026Q1: 289,549 shares 289,549 $39.2M 0.01% -49,649 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,355 shares; 2024Q4: 165,220 shares; 2025Q1: 173,645 shares; 2025Q2: 159,280 shares; 2025Q3: 846,385 shares; 2025Q4: 929,773 shares; 2026Q1: 809,274 shares 809,274 $39.2M 0.01% -120,499 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,312 shares; 2024Q4: 371,249 shares; 2025Q1: 819,963 shares; 2025Q2: 1,051,180 shares; 2025Q3: 1,111,005 shares; 2025Q4: 1,138,670 shares; 2026Q1: 1,153,999 shares 1,153,999 $39.1M 0.01% +15,329 Timeline FTXL 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: 288,759 shares; 2024Q4: 243,995 shares; 2025Q1: 228,692 shares; 2025Q2: 236,786 shares; 2025Q3: 178,471 shares; 2025Q4: 237,472 shares; 2026Q1: 264,411 shares 264,411 $39M 0.01% +26,939 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,212 shares; 2024Q4: 193,150 shares; 2025Q1: 212,917 shares; 2025Q2: 380,406 shares; 2025Q3: 401,831 shares; 2025Q4: 417,463 shares; 2026Q1: 915,259 shares 915,259 $38.8M 0.01% +497,796 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,367 shares; 2024Q4: 87,599 shares; 2025Q1: 122,437 shares; 2025Q2: 133,636 shares; 2025Q3: 97,792 shares; 2025Q4: 102,454 shares; 2026Q1: 130,840 shares 130,840 $38.8M 0.01% +28,386 Timeline IYG 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: 415,933 shares; 2024Q4: 434,621 shares; 2025Q1: 459,449 shares; 2025Q2: 427,775 shares; 2025Q3: 455,489 shares; 2025Q4: 479,941 shares; 2026Q1: 467,459 shares 467,459 $38.7M 0.01% -12,482 Timeline PSI 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: 559,071 shares; 2024Q4: 486,003 shares; 2025Q1: 596,559 shares; 2025Q2: 335,368 shares; 2025Q3: 363,250 shares; 2025Q4: 407,485 shares; 2026Q1: 409,599 shares 409,599 $38.7M 0.01% +2,114 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,094 shares; 2024Q4: 519,339 shares; 2025Q1: 686,793 shares; 2025Q2: 606,002 shares; 2025Q3: 663,333 shares; 2025Q4: 663,974 shares; 2026Q1: 831,223 shares 831,223 $38.6M 0.01% +167,249 Timeline EMLC 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: 185,032 shares; 2024Q4: 151,202 shares; 2025Q1: 105,764 shares; 2025Q2: 219,299 shares; 2025Q3: 321,083 shares; 2025Q4: 1,026,661 shares; 2026Q1: 1,533,049 shares 1,533,049 $38.5M 0.01% +506,388 Timeline GII 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: 165,431 shares; 2024Q4: 343,561 shares; 2025Q1: 335,321 shares; 2025Q2: 483,305 shares; 2025Q3: 510,778 shares; 2025Q4: 514,604 shares; 2026Q1: 503,882 shares 503,882 $38.3M 0.01% -10,722 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,859 shares; 2024Q4: 334,648 shares; 2025Q1: 385,363 shares; 2025Q2: 507,620 shares; 2025Q3: 609,982 shares; 2025Q4: 672,920 shares; 2026Q1: 759,617 shares 759,617 $38.2M 0.01% +86,697 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,333 shares; 2024Q4: 242,111 shares; 2025Q1: 341,980 shares; 2025Q2: 990,538 shares; 2025Q3: 1,095,416 shares; 2025Q4: 1,097,481 shares; 2026Q1: 1,090,416 shares 1,090,416 $38.2M 0.01% -7,065 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375,690 shares; 2025Q4: 601,967 shares; 2026Q1: 1,324,567 shares 1,324,567 $38.2M 0.01% +722,600 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,071 shares; 2024Q4: 88,354 shares; 2025Q1: 93,294 shares; 2025Q2: 107,939 shares; 2025Q3: 119,065 shares; 2025Q4: 135,486 shares; 2026Q1: 141,064 shares 141,064 $38.2M 0.01% +5,578 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,198 shares; 2024Q4: 64,754 shares; 2025Q1: 42,938 shares; 2025Q2: 90,242 shares; 2025Q3: 81,626 shares; 2025Q4: 70,285 shares; 2026Q1: 848,249 shares 848,249 $38.2M 0.01% +777,964 Timeline RODM 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: 782,741 shares; 2024Q4: 792,854 shares; 2025Q1: 769,845 shares; 2025Q2: 750,720 shares; 2025Q3: 882,911 shares; 2025Q4: 1,089,891 shares; 2026Q1: 968,915 shares 968,915 $38.2M 0.01% -120,976 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,725 shares; 2024Q4: 752,730 shares; 2025Q1: 483,006 shares; 2025Q2: 681,475 shares; 2025Q3: 974,558 shares; 2025Q4: 1,014,462 shares; 2026Q1: 765,855 shares 765,855 $38.1M 0.01% -248,607 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,327 shares; 2025Q3: 121,738 shares; 2025Q4: 1,117,377 shares; 2026Q1: 1,596,784 shares 1,596,784 $38.1M 0.01% +479,407 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916,516 shares; 2024Q4: 1,260,113 shares; 2025Q1: 1,919,691 shares; 2025Q2: 2,045,622 shares; 2025Q3: 2,062,621 shares; 2025Q4: 2,257,033 shares; 2026Q1: 2,279,577 shares 2,279,577 $37.8M 0.01% +22,544 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,155 shares; 2024Q4: 75,192 shares; 2025Q1: 97,771 shares; 2025Q2: 142,912 shares; 2025Q3: 211,732 shares; 2025Q4: 249,823 shares; 2026Q1: 250,863 shares 250,863 $37.7M 0.01% +1,040 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,779 shares; 2024Q4: 246,009 shares; 2025Q1: 643,011 shares; 2025Q2: 468,480 shares; 2025Q3: 475,370 shares; 2025Q4: 359,275 shares; 2026Q1: 346,523 shares 346,523 $37.6M 0.01% -12,752 Timeline EZU 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: 356,892 shares; 2024Q4: 390,725 shares; 2025Q1: 755,656 shares; 2025Q2: 730,749 shares; 2025Q3: 572,960 shares; 2025Q4: 567,044 shares; 2026Q1: 597,173 shares 597,173 $37.4M 0.01% +30,129 Timeline EFAA 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: 168,603 shares; 2025Q2: 298,642 shares; 2025Q3: 422,511 shares; 2025Q4: 536,601 shares; 2026Q1: 708,329 shares 708,329 $37.4M 0.01% +171,728 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,726 shares; 2024Q4: 61,224 shares; 2025Q1: 77,128 shares; 2025Q2: 84,026 shares; 2025Q3: 90,120 shares; 2025Q4: 103,372 shares; 2026Q1: 161,253 shares 161,253 $37.2M 0.01% +57,881 Timeline CDC 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: 693,118 shares; 2024Q4: 678,854 shares; 2025Q1: 617,402 shares; 2025Q2: 599,519 shares; 2025Q3: 575,887 shares; 2025Q4: 538,843 shares; 2026Q1: 520,338 shares 520,338 $37.2M 0.01% -18,505 Timeline IMCB 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: 410,120 shares; 2024Q4: 429,064 shares; 2025Q1: 453,623 shares; 2025Q2: 498,843 shares; 2025Q3: 471,819 shares; 2025Q4: 456,261 shares; 2026Q1: 445,448 shares 445,448 $37.2M 0.01% -10,813 Timeline NUSC 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: 612,469 shares; 2024Q4: 682,005 shares; 2025Q1: 637,309 shares; 2025Q2: 648,868 shares; 2025Q3: 625,326 shares; 2025Q4: 598,713 shares; 2026Q1: 819,749 shares 819,749 $36.9M 0.01% +221,036 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,262 shares; 2024Q4: 212,405 shares; 2025Q1: 281,420 shares; 2025Q2: 268,268 shares; 2025Q3: 326,601 shares; 2025Q4: 337,696 shares; 2026Q1: 319,019 shares 319,019 $36.8M 0.01% -18,677 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,376 shares; 2024Q4: 261,194 shares; 2025Q1: 367,079 shares; 2025Q2: 417,262 shares; 2025Q3: 449,536 shares; 2025Q4: 499,212 shares; 2026Q1: 524,902 shares 524,902 $36.4M 0.01% +25,690 Timeline EMHC 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: 571,466 shares; 2024Q4: 607,480 shares; 2025Q1: 1,118,779 shares; 2025Q2: 1,171,919 shares; 2025Q3: 1,231,322 shares; 2025Q4: 1,339,979 shares; 2026Q1: 1,458,213 shares 1,458,213 $36.2M 0.01% +118,234 Timeline JHMB 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: 53,202 shares; 2024Q4: 160,902 shares; 2025Q1: 458,357 shares; 2025Q2: 1,121,273 shares; 2025Q3: 1,170,911 shares; 2025Q4: 1,333,491 shares; 2026Q1: 1,641,682 shares 1,641,682 $36.1M 0.01% +308,191 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,372 shares; 2025Q4: 320,344 shares; 2026Q1: 477,464 shares 477,464 $36.1M 0.01% +157,120 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,832 shares; 2024Q4: 262,922 shares; 2025Q1: 317,160 shares; 2025Q2: 328,793 shares; 2025Q3: 393,120 shares; 2025Q4: 406,331 shares; 2026Q1: 366,062 shares 366,062 $36.1M 0.01% -40,269 Timeline HYZD 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: 593,425 shares; 2024Q4: 733,434 shares; 2025Q1: 1,017,141 shares; 2025Q2: 1,020,860 shares; 2025Q3: 1,156,009 shares; 2025Q4: 1,481,490 shares; 2026Q1: 1,636,601 shares 1,636,601 $36M 0.01% +155,111 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,773 shares; 2024Q4: 182,470 shares; 2025Q1: 225,382 shares; 2025Q2: 238,844 shares; 2025Q3: 217,909 shares; 2025Q4: 204,312 shares; 2026Q1: 166,145 shares 166,145 $36M 0.01% -38,167 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,284 shares; 2024Q4: 91,019 shares; 2025Q1: 109,772 shares; 2025Q2: 142,451 shares; 2025Q3: 153,068 shares; 2025Q4: 174,655 shares; 2026Q1: 194,277 shares 194,277 $35.9M 0.01% +19,622 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,594 shares; 2024Q4: 208,692 shares; 2025Q1: 233,490 shares; 2025Q2: 441,218 shares; 2025Q3: 627,169 shares; 2025Q4: 733,741 shares; 2026Q1: 1,042,252 shares 1,042,252 $35.8M 0.01% +308,511 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,619 shares; 2025Q3: 640,622 shares; 2025Q4: 975,523 shares; 2026Q1: 1,082,830 shares 1,082,830 $35.8M 0.01% +107,307 Timeline APCB 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: 426,731 shares; 2024Q4: 425,908 shares; 2025Q1: 416,914 shares; 2025Q2: 1,483,609 shares; 2025Q3: 1,378,441 shares; 2025Q4: 1,334,937 shares; 2026Q1: 1,214,405 shares 1,214,405 $35.8M 0.01% -120,532 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,536 shares; 2024Q4: 289,414 shares; 2025Q1: 309,442 shares; 2025Q2: 316,954 shares; 2025Q3: 319,220 shares; 2025Q4: 351,190 shares; 2026Q1: 584,594 shares 584,594 $35.7M 0.01% +233,404 Timeline IQDG 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: 816,483 shares; 2024Q4: 838,702 shares; 2025Q1: 916,300 shares; 2025Q2: 941,688 shares; 2025Q3: 1,028,161 shares; 2025Q4: 1,030,236 shares; 2026Q1: 888,093 shares 888,093 $35.6M 0.01% -142,143 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,442 shares; 2024Q4: 257,150 shares; 2025Q1: 375,998 shares; 2025Q2: 406,388 shares; 2025Q3: 435,528 shares; 2025Q4: 440,626 shares; 2026Q1: 458,003 shares 458,003 $35.5M 0.01% +17,377 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,707 shares; 2024Q4: 655,747 shares; 2025Q1: 779,466 shares; 2025Q2: 782,629 shares; 2025Q3: 1,501,805 shares; 2025Q4: 1,543,089 shares; 2026Q1: 1,577,889 shares 1,577,889 $35.5M 0.01% +34,800 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,774 shares; 2024Q4: 63,343 shares; 2025Q1: 61,454 shares; 2025Q2: 63,305 shares; 2025Q3: 71,771 shares; 2025Q4: 65,630 shares; 2026Q1: 67,651 shares 67,651 $35.4M 0.01% +2,021 Timeline APIE 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: 489,563 shares; 2024Q4: 472,946 shares; 2025Q1: 464,004 shares; 2025Q2: 1,315,410 shares; 2025Q3: 1,238,353 shares; 2025Q4: 1,118,030 shares; 2026Q1: 1,001,712 shares 1,001,712 $35.3M 0.01% -116,318 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457,194 shares; 2025Q4: 1,018,046 shares; 2026Q1: 1,574,555 shares 1,574,555 $35.2M 0.01% +556,509 Timeline ONEV 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: 285,118 shares; 2024Q4: 271,975 shares; 2025Q1: 266,287 shares; 2025Q2: 268,559 shares; 2025Q3: 275,389 shares; 2025Q4: 275,572 shares; 2026Q1: 262,131 shares 262,131 $35.2M 0.01% -13,441 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,306 shares; 2024Q4: 152,243 shares; 2025Q1: 162,562 shares; 2025Q2: 197,079 shares; 2025Q3: 217,126 shares; 2025Q4: 211,897 shares; 2026Q1: 297,316 shares 297,316 $35.1M 0.01% +85,419 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,576 shares; 2024Q4: 396,851 shares; 2025Q1: 437,304 shares; 2025Q2: 425,321 shares; 2025Q3: 370,162 shares; 2025Q4: 333,785 shares; 2026Q1: 296,876 shares 296,876 $35.1M 0.01% -36,909 Timeline INDA 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: 1,846,865 shares; 2024Q4: 812,591 shares; 2025Q1: 685,088 shares; 2025Q2: 883,899 shares; 2025Q3: 1,115,964 shares; 2025Q4: 878,900 shares; 2026Q1: 747,447 shares 747,447 $35M 0.01% -131,453 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,618 shares; 2024Q4: 314,904 shares; 2025Q1: 298,867 shares; 2025Q2: 305,568 shares; 2025Q3: 760,800 shares; 2025Q4: 822,488 shares; 2026Q1: 385,693 shares 385,693 $34.9M 0.01% -436,795 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888,034 shares; 2024Q4: 1,002,566 shares; 2025Q1: 1,002,205 shares; 2025Q2: 954,672 shares; 2025Q3: 1,104,759 shares; 2025Q4: 1,277,864 shares; 2026Q1: 1,412,600 shares 1,412,600 $34.9M 0.01% +134,736 Timeline IVOO 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: 308,746 shares; 2024Q4: 334,295 shares; 2025Q1: 292,247 shares; 2025Q2: 297,844 shares; 2025Q3: 287,500 shares; 2025Q4: 271,790 shares; 2026Q1: 305,085 shares 305,085 $34.9M 0.01% +33,295 Timeline ISCG 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: 354,750 shares; 2024Q4: 388,941 shares; 2025Q1: 396,814 shares; 2025Q2: 434,903 shares; 2025Q3: 515,241 shares; 2025Q4: 676,850 shares; 2026Q1: 633,237 shares 633,237 $34.7M 0.01% -43,613 Timeline AVLC 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: 109,163 shares; 2024Q4: 120,167 shares; 2025Q1: 198,440 shares; 2025Q2: 307,839 shares; 2025Q3: 333,292 shares; 2025Q4: 417,911 shares; 2026Q1: 446,321 shares 446,321 $34.6M 0.01% +28,410 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058,782 shares; 2024Q4: 1,020,112 shares; 2025Q1: 1,162,574 shares; 2025Q2: 1,228,401 shares; 2025Q3: 1,204,863 shares; 2025Q4: 1,477,359 shares; 2026Q1: 1,265,963 shares 1,265,963 $34.6M 0.01% -211,396 Timeline EES 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: 365,436 shares; 2024Q4: 395,828 shares; 2025Q1: 474,729 shares; 2025Q2: 510,962 shares; 2025Q3: 551,276 shares; 2025Q4: 580,190 shares; 2026Q1: 594,789 shares 594,789 $34.5M 0.01% +14,599 Timeline UTWO 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: 657,666 shares; 2024Q4: 692,016 shares; 2025Q1: 691,594 shares; 2025Q2: 702,899 shares; 2025Q3: 717,748 shares; 2025Q4: 700,856 shares; 2026Q1: 714,740 shares 714,740 $34.5M 0.01% +13,884 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527,720 shares; 2025Q3: 427,116 shares; 2025Q4: 445,888 shares; 2026Q1: 537,213 shares 537,213 $34.5M 0.01% +91,325 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,250 shares; 2024Q4: 142,400 shares; 2025Q1: 658,097 shares; 2025Q2: 670,791 shares; 2025Q3: 707,372 shares; 2025Q4: 834,395 shares; 2026Q1: 747,553 shares 747,553 $34.5M 0.01% -86,842 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,520 shares; 2024Q4: 462,654 shares; 2025Q1: 347,234 shares; 2025Q2: 490,171 shares; 2025Q3: 1,289,021 shares; 2025Q4: 1,502,739 shares; 2026Q1: 1,513,555 shares 1,513,555 $34.4M 0.01% +10,816 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,561 shares; 2024Q4: 231,903 shares; 2025Q1: 354,067 shares; 2025Q2: 324,446 shares; 2025Q3: 329,955 shares; 2025Q4: 350,205 shares; 2026Q1: 284,395 shares 284,395 $34.3M 0.01% -65,810 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779,669 shares; 2025Q3: 790,273 shares; 2025Q4: 746,805 shares; 2026Q1: 840,918 shares 840,918 $34.3M 0.01% +94,113 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,510 shares; 2024Q4: 197,016 shares; 2025Q1: 242,330 shares; 2025Q2: 293,665 shares; 2025Q3: 316,035 shares; 2025Q4: 335,107 shares; 2026Q1: 365,969 shares 365,969 $34.1M 0.01% +30,862 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,726 shares; 2024Q4: 442,770 shares; 2025Q1: 351,882 shares; 2025Q2: 501,387 shares; 2025Q3: 346,929 shares; 2025Q4: 340,889 shares; 2026Q1: 359,939 shares 359,939 $34M 0.01% +19,050 Timeline EWY 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: 18,943 shares; 2024Q4: 18,224 shares; 2025Q1: 44,450 shares; 2025Q2: 106,035 shares; 2025Q3: 115,342 shares; 2025Q4: 125,489 shares; 2026Q1: 276,684 shares 276,684 $34M 0.01% +151,195 Timeline GSEW 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: 117,120 shares; 2024Q4: 127,865 shares; 2025Q1: 287,230 shares; 2025Q2: 198,382 shares; 2025Q3: 300,580 shares; 2025Q4: 444,845 shares; 2026Q1: 400,178 shares 400,178 $33.9M 0.01% -44,667 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,144 shares; 2024Q4: 247,776 shares; 2025Q1: 272,567 shares; 2025Q2: 288,521 shares; 2025Q3: 348,896 shares; 2025Q4: 393,935 shares; 2026Q1: 365,901 shares 365,901 $33.8M 0.01% -28,034 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,380 shares; 2024Q4: 64,533 shares; 2025Q1: 87,491 shares; 2025Q2: 659,311 shares; 2025Q3: 663,435 shares; 2025Q4: 591,372 shares; 2026Q1: 878,947 shares 878,947 $33.7M 0.01% +287,575 Timeline YYY 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: 1,872,801 shares; 2024Q4: 2,120,126 shares; 2025Q1: 2,282,622 shares; 2025Q2: 2,631,449 shares; 2025Q3: 2,747,340 shares; 2025Q4: 2,846,681 shares; 2026Q1: 3,050,216 shares 3,050,216 $33.6M 0.01% +203,535 Timeline FLCG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,831 shares; 2026Q1: 1,121,795 shares 1,121,795 $33.5M 0.01% +965,964 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,883 shares; 2024Q4: 137,509 shares; 2025Q1: 288,679 shares; 2025Q2: 274,324 shares; 2025Q3: 433,197 shares; 2025Q4: 551,633 shares; 2026Q1: 596,057 shares 596,057 $33.5M 0.01% +44,424 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,912 shares; 2024Q4: 101,064 shares; 2025Q1: 83,267 shares; 2025Q2: 146,147 shares; 2025Q3: 480,175 shares; 2025Q4: 620,114 shares; 2026Q1: 675,814 shares 675,814 $33.5M 0.01% +55,700 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,767 shares; 2024Q4: 206,579 shares; 2025Q1: 211,874 shares; 2025Q2: 216,857 shares; 2025Q3: 229,003 shares; 2025Q4: 251,986 shares; 2026Q1: 247,327 shares 247,327 $33.4M 0.01% -4,659 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,364 shares; 2024Q4: 214,976 shares; 2025Q1: 389,634 shares; 2025Q2: 635,908 shares; 2025Q3: 688,179 shares; 2025Q4: 672,680 shares; 2026Q1: 658,918 shares 658,918 $33.4M 0.01% -13,762 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,289 shares; 2024Q4: 701,383 shares; 2025Q1: 736,366 shares; 2025Q2: 831,479 shares; 2025Q3: 830,978 shares; 2025Q4: 821,495 shares; 2026Q1: 933,574 shares 933,574 $33.3M 0.01% +112,079 Timeline FXR 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: 664,549 shares; 2024Q4: 760,456 shares; 2025Q1: 673,286 shares; 2025Q2: 597,385 shares; 2025Q3: 603,483 shares; 2025Q4: 494,181 shares; 2026Q1: 408,052 shares 408,052 $33.3M 0.01% -86,129 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,879 shares; 2024Q4: 177,915 shares; 2025Q1: 246,437 shares; 2025Q2: 282,650 shares; 2025Q3: 349,232 shares; 2025Q4: 521,127 shares; 2026Q1: 538,123 shares 538,123 $33.3M 0.01% +16,996 Timeline RINT 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: 837,795 shares; 2025Q3: 966,748 shares; 2025Q4: 1,015,178 shares; 2026Q1: 1,142,602 shares 1,142,602 $33.3M 0.01% +127,424 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741,262 shares; 2024Q4: 712,441 shares; 2025Q1: 505,679 shares; 2025Q2: 526,732 shares; 2025Q3: 484,295 shares; 2025Q4: 476,596 shares; 2026Q1: 476,008 shares 476,008 $33.3M 0.01% -588 Timeline JPIE 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: 11,363 shares; 2024Q4: 55,502 shares; 2025Q1: 36,232 shares; 2025Q2: 495,664 shares; 2025Q3: 474,678 shares; 2025Q4: 652,659 shares; 2026Q1: 721,310 shares 721,310 $33.2M 0.01% +68,651 Timeline LGLV 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: 168,573 shares; 2024Q4: 134,832 shares; 2025Q1: 169,116 shares; 2025Q2: 195,209 shares; 2025Q3: 183,285 shares; 2025Q4: 183,961 shares; 2026Q1: 186,337 shares 186,337 $33.2M 0.01% +2,376 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,881 shares; 2024Q4: 352,851 shares; 2025Q1: 333,636 shares; 2025Q2: 315,851 shares; 2025Q3: 312,590 shares; 2025Q4: 318,988 shares; 2026Q1: 456,123 shares 456,123 $33.2M 0.01% +137,135 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,411 shares; 2024Q4: 33,583 shares; 2025Q1: 46,827 shares; 2025Q2: 69,395 shares; 2025Q3: 90,474 shares; 2025Q4: 113,050 shares; 2026Q1: 132,129 shares 132,129 $33.1M 0.01% +19,079 Timeline SFLO 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: not reported; 2024Q4: 432,714 shares; 2025Q1: 664,992 shares; 2025Q2: 762,145 shares; 2025Q3: 663,773 shares; 2025Q4: 957,288 shares; 2026Q1: 1,101,288 shares 1,101,288 $33.1M 0.01% +144,000 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022,960 shares; 2024Q4: 2,235,344 shares; 2025Q1: 2,450,532 shares; 2025Q2: 2,600,746 shares; 2025Q3: 2,774,705 shares; 2025Q4: 2,656,538 shares; 2026Q1: 2,741,887 shares 2,741,887 $33.1M 0.01% +85,349 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,765 shares; 2024Q4: 68,425 shares; 2025Q1: 67,893 shares; 2025Q2: 61,218 shares; 2025Q3: 70,388 shares; 2025Q4: 75,490 shares; 2026Q1: 102,111 shares 102,111 $33M 0.01% +26,621 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,096 shares; 2024Q4: 392,417 shares; 2025Q1: 405,797 shares; 2025Q2: 409,685 shares; 2025Q3: 463,718 shares; 2025Q4: 538,265 shares; 2026Q1: 546,926 shares 546,926 $32.8M 0.01% +8,661 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805,500 shares; 2024Q4: 862,464 shares; 2025Q1: 2,648,786 shares; 2025Q2: 3,001,379 shares; 2025Q3: 3,692,158 shares; 2025Q4: 3,765,738 shares; 2026Q1: 3,787,391 shares 3,787,391 $32.8M 0.01% +21,653 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,969 shares; 2024Q4: 409,621 shares; 2025Q1: 408,190 shares; 2025Q2: 436,078 shares; 2025Q3: 387,287 shares; 2025Q4: 524,810 shares; 2026Q1: 474,242 shares 474,242 $32.8M 0.01% -50,568 Timeline OMFS 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: 915,347 shares; 2024Q4: 539,055 shares; 2025Q1: 529,873 shares; 2025Q2: 561,987 shares; 2025Q3: 501,696 shares; 2025Q4: 787,710 shares; 2026Q1: 723,914 shares 723,914 $32.8M 0.01% -63,796 Timeline SMOT 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: 929,482 shares; 2024Q4: 1,088,476 shares; 2025Q1: 1,270,143 shares; 2025Q2: 1,158,015 shares; 2025Q3: 1,233,353 shares; 2025Q4: 1,096,786 shares; 2026Q1: 930,882 shares 930,882 $32.8M 0.01% -165,904 Timeline TAXF 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: 504,375 shares; 2024Q4: 555,686 shares; 2025Q1: 550,930 shares; 2025Q2: 667,146 shares; 2025Q3: 620,306 shares; 2025Q4: 649,182 shares; 2026Q1: 653,570 shares 653,570 $32.7M 0.01% +4,388 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902,938 shares; 2024Q4: 939,376 shares; 2025Q1: 976,285 shares; 2025Q2: 1,007,009 shares; 2025Q3: 1,152,810 shares; 2025Q4: 1,222,265 shares; 2026Q1: 1,247,350 shares 1,247,350 $32.6M 0.01% +25,085 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,159,466 shares; 2024Q4: 2,202,234 shares; 2025Q1: 2,298,467 shares; 2025Q2: 2,446,696 shares; 2025Q3: 2,630,905 shares; 2025Q4: 3,060,999 shares; 2026Q1: 3,158,223 shares 3,158,223 $32.5M 0.01% +97,224 Timeline MCHI 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: 1,215,052 shares; 2024Q4: 1,401,303 shares; 2025Q1: 1,426,513 shares; 2025Q2: 1,325,296 shares; 2025Q3: 1,364,740 shares; 2025Q4: 1,418,246 shares; 2026Q1: 578,997 shares 578,997 $32.5M 0.01% -839,249 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,532 shares; 2024Q4: 201,671 shares; 2025Q1: 197,975 shares; 2025Q2: 210,162 shares; 2025Q3: 228,841 shares; 2025Q4: 229,626 shares; 2026Q1: 247,769 shares 247,769 $32.5M 0.01% +18,143 Timeline BIZD 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: 2,397,009 shares; 2024Q4: 2,473,204 shares; 2025Q1: 2,797,822 shares; 2025Q2: 2,670,533 shares; 2025Q3: 2,754,165 shares; 2025Q4: 2,563,691 shares; 2026Q1: 2,533,586 shares 2,533,586 $32.4M 0.01% -30,105 Timeline DFGR 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: 659,881 shares; 2024Q4: 765,824 shares; 2025Q1: 943,130 shares; 2025Q2: 975,353 shares; 2025Q3: 1,053,388 shares; 2025Q4: 1,166,926 shares; 2026Q1: 1,218,381 shares 1,218,381 $32.4M 0.01% +51,455 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,893 shares; 2024Q4: 396,616 shares; 2025Q1: 286,011 shares; 2025Q2: 259,086 shares; 2025Q3: 377,074 shares; 2025Q4: 260,996 shares; 2026Q1: 327,513 shares 327,513 $32.3M 0.01% +66,517 Timeline BUG 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: 532,735 shares; 2024Q4: 560,490 shares; 2025Q1: 563,853 shares; 2025Q2: 903,796 shares; 2025Q3: 1,093,533 shares; 2025Q4: 995,547 shares; 2026Q1: 1,286,549 shares 1,286,549 $32.3M 0.01% +291,002 Timeline SILJ 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: 461,301 shares; 2024Q4: 687,314 shares; 2025Q1: 1,048,801 shares; 2025Q2: 1,012,744 shares; 2025Q3: 837,994 shares; 2025Q4: 1,114,267 shares; 2026Q1: 1,085,205 shares 1,085,205 $32.3M 0.01% -29,062 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558,619 shares; 2024Q4: 585,115 shares; 2025Q1: 599,201 shares; 2025Q2: 616,607 shares; 2025Q3: 686,184 shares; 2025Q4: 779,445 shares; 2026Q1: 819,415 shares 819,415 $32.2M 0.01% +39,970 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959,150 shares; 2024Q4: 850,234 shares; 2025Q1: 763,860 shares; 2025Q2: 801,909 shares; 2025Q3: 758,793 shares; 2025Q4: 723,758 shares; 2026Q1: 681,980 shares 681,980 $32.2M 0.01% -41,778 Timeline FXN 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: 2,259,300 shares; 2024Q4: 1,790,772 shares; 2025Q1: 1,549,270 shares; 2025Q2: 1,366,928 shares; 2025Q3: 1,395,225 shares; 2025Q4: 1,245,990 shares; 2026Q1: 1,429,176 shares 1,429,176 $32.1M 0.01% +183,186 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,923 shares; 2024Q4: 100,872 shares; 2025Q1: 136,757 shares; 2025Q2: 161,874 shares; 2025Q3: 144,276 shares; 2025Q4: 155,643 shares; 2026Q1: 162,332 shares 162,332 $32.1M 0.01% +6,689 Timeline LDSF 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: 527,672 shares; 2024Q4: 545,675 shares; 2025Q1: 738,016 shares; 2025Q2: 994,397 shares; 2025Q3: 1,118,895 shares; 2025Q4: 1,404,096 shares; 2026Q1: 1,693,918 shares 1,693,918 $32M 0.01% +289,822 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,666 shares; 2024Q4: 233,786 shares; 2025Q1: 404,557 shares; 2025Q2: 444,024 shares; 2025Q3: 498,388 shares; 2025Q4: 455,988 shares; 2026Q1: 437,802 shares 437,802 $32M 0.01% -18,186 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,658 shares; 2024Q4: 218,394 shares; 2025Q1: 231,113 shares; 2025Q2: 219,598 shares; 2025Q3: 213,944 shares; 2025Q4: 197,938 shares; 2026Q1: 162,740 shares 162,740 $32M 0.01% -35,198 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,951 shares; 2024Q4: 132,205 shares; 2025Q1: 176,215 shares; 2025Q2: 216,617 shares; 2025Q3: 223,040 shares; 2025Q4: 221,772 shares; 2026Q1: 1,422,334 shares 1,422,334 $32M 0.01% +1,200,562 Timeline VONE 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: 112,041 shares; 2024Q4: 106,491 shares; 2025Q1: 103,867 shares; 2025Q2: 104,724 shares; 2025Q3: 126,080 shares; 2025Q4: 117,114 shares; 2026Q1: 108,146 shares 108,146 $31.9M 0.01% -8,968 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,576 shares; 2024Q4: 298,615 shares; 2025Q1: 297,139 shares; 2025Q2: 303,948 shares; 2025Q3: 441,681 shares; 2025Q4: 436,424 shares; 2026Q1: 787,123 shares 787,123 $31.9M 0.01% +350,699 Timeline BILZ 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: 52,934 shares; 2024Q4: 53,367 shares; 2025Q1: 241,536 shares; 2025Q2: 457,700 shares; 2025Q3: 324,857 shares; 2025Q4: 224,640 shares; 2026Q1: 315,642 shares 315,642 $31.9M 0.01% +91,002 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,374 shares; 2024Q4: 420,341 shares; 2025Q1: 743,913 shares; 2025Q2: 853,567 shares; 2025Q3: 832,631 shares; 2025Q4: 1,072,343 shares; 2026Q1: 1,053,741 shares 1,053,741 $31.8M 0.01% -18,602 Timeline SHYM 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: 90,706 shares; 2024Q4: 351,461 shares; 2025Q1: 510,732 shares; 2025Q2: 735,685 shares; 2025Q3: 835,685 shares; 2025Q4: 935,025 shares; 2026Q1: 1,445,659 shares 1,445,659 $31.8M 0.01% +510,634 Timeline EWZ 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: 342,060 shares; 2024Q4: 163,859 shares; 2025Q1: 340,928 shares; 2025Q2: 729,400 shares; 2025Q3: 500,360 shares; 2025Q4: 632,656 shares; 2026Q1: 826,630 shares 826,630 $31.7M 0.01% +193,974 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,463 shares; 2024Q4: 136,117 shares; 2025Q1: 157,845 shares; 2025Q2: 250,586 shares; 2025Q3: 311,705 shares; 2025Q4: 356,669 shares; 2026Q1: 1,974,296 shares 1,974,296 $31.7M 0.01% +1,617,627 Timeline LVHD 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: 763,896 shares; 2024Q4: 750,348 shares; 2025Q1: 753,218 shares; 2025Q2: 793,408 shares; 2025Q3: 830,708 shares; 2025Q4: 747,791 shares; 2026Q1: 744,264 shares 744,264 $31.7M 0.01% -3,527 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,866 shares; 2024Q4: 119,883 shares; 2025Q1: 171,570 shares; 2025Q2: 224,591 shares; 2025Q3: 351,979 shares; 2025Q4: 457,106 shares; 2026Q1: 781,841 shares 781,841 $31.6M 0.01% +324,735 Timeline FENY 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: 334,427 shares; 2024Q4: 713,726 shares; 2025Q1: 789,319 shares; 2025Q2: 774,486 shares; 2025Q3: 881,139 shares; 2025Q4: 826,014 shares; 2026Q1: 928,815 shares 928,815 $31.6M 0.01% +102,801 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 22,821 shares; 2025Q3: 847,194 shares; 2025Q4: 1,022,864 shares; 2026Q1: 1,102,301 shares 1,102,301 $31.5M 0.01% +79,437 Timeline JVAL 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: 806,388 shares; 2024Q4: 832,819 shares; 2025Q1: 980,313 shares; 2025Q2: 994,237 shares; 2025Q3: 882,577 shares; 2025Q4: 653,170 shares; 2026Q1: 644,056 shares 644,056 $31.5M 0.01% -9,114 Timeline FAD 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: 82,922 shares; 2024Q4: 88,960 shares; 2025Q1: 110,986 shares; 2025Q2: 101,848 shares; 2025Q3: 126,407 shares; 2025Q4: 125,108 shares; 2026Q1: 197,933 shares 197,933 $31.5M 0.01% +72,825 Timeline IMCV 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: 163,365 shares; 2024Q4: 157,764 shares; 2025Q1: 170,079 shares; 2025Q2: 218,922 shares; 2025Q3: 277,426 shares; 2025Q4: 338,792 shares; 2026Q1: 370,810 shares 370,810 $31.4M 0.01% +32,018 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787,944 shares; 2024Q4: 808,678 shares; 2025Q1: 785,376 shares; 2025Q2: 798,925 shares; 2025Q3: 774,747 shares; 2025Q4: 764,287 shares; 2026Q1: 844,436 shares 844,436 $31.4M 0.01% +80,149 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,001 shares; 2024Q4: 40,748 shares; 2025Q1: 45,878 shares; 2025Q2: 59,634 shares; 2025Q3: 95,581 shares; 2025Q4: 100,489 shares; 2026Q1: 118,301 shares 118,301 $31.4M 0.01% +17,812 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918,614 shares; 2024Q4: 1,013,517 shares; 2025Q1: 975,153 shares; 2025Q2: 980,349 shares; 2025Q3: 924,645 shares; 2025Q4: 907,591 shares; 2026Q1: 694,461 shares 694,461 $31.4M 0.01% -213,130 Timeline BKLC 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: 39,661 shares; 2024Q4: 148,039 shares; 2025Q1: 334,482 shares; 2025Q2: 181,577 shares; 2025Q3: 176,572 shares; 2025Q4: 233,837 shares; 2026Q1: 251,461 shares 251,461 $31.4M 0.01% +17,624 Timeline DSTL 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: 1,007,126 shares; 2024Q4: 987,612 shares; 2025Q1: 982,548 shares; 2025Q2: 852,766 shares; 2025Q3: 805,781 shares; 2025Q4: 577,130 shares; 2026Q1: 541,628 shares 541,628 $31.3M 0.01% -35,502 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,727 shares; 2024Q4: 265,427 shares; 2025Q1: 193,250 shares; 2025Q2: 443,049 shares; 2025Q3: 559,519 shares; 2025Q4: 785,991 shares; 2026Q1: 967,104 shares 967,104 $31.3M 0.01% +181,113 Timeline XSHQ 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: 1,319,926 shares; 2024Q4: 1,326,833 shares; 2025Q1: 1,270,534 shares; 2025Q2: 1,096,783 shares; 2025Q3: 1,094,705 shares; 2025Q4: 815,523 shares; 2026Q1: 742,875 shares 742,875 $31.3M 0.01% -72,648 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,435 shares; 2024Q4: 291,234 shares; 2025Q1: 310,535 shares; 2025Q2: 333,036 shares; 2025Q3: 211,525 shares; 2025Q4: 226,097 shares; 2026Q1: 223,815 shares 223,815 $31.1M 0.01% -2,282 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,643 shares; 2024Q4: 153,518 shares; 2025Q1: 233,650 shares; 2025Q2: 299,844 shares; 2025Q3: 340,051 shares; 2025Q4: 384,037 shares; 2026Q1: 377,367 shares 377,367 $31.1M 0.01% -6,670 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,686 shares; 2024Q4: 444,567 shares; 2025Q1: 458,453 shares; 2025Q2: 441,546 shares; 2025Q3: 426,266 shares; 2025Q4: 471,457 shares; 2026Q1: 436,407 shares 436,407 $31.1M 0.01% -35,050 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,214 shares; 2024Q4: 846,459 shares; 2025Q1: 783,148 shares; 2025Q2: 546,456 shares; 2025Q3: 489,925 shares; 2025Q4: 403,335 shares; 2026Q1: 410,658 shares 410,658 $31M 0.01% +7,323 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,580 shares; 2024Q4: 374,326 shares; 2025Q1: 335,059 shares; 2025Q2: 308,278 shares; 2025Q3: 293,308 shares; 2025Q4: 291,709 shares; 2026Q1: 281,852 shares 281,852 $30.9M 0.01% -9,857 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,084 shares; 2024Q4: 513,497 shares; 2025Q1: 558,347 shares; 2025Q2: 581,820 shares; 2025Q3: 579,212 shares; 2025Q4: 644,401 shares; 2026Q1: 517,314 shares 517,314 $30.9M 0.01% -127,087 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,839 shares; 2024Q4: 116,305 shares; 2025Q1: 121,725 shares; 2025Q2: 112,143 shares; 2025Q3: 110,185 shares; 2025Q4: 111,456 shares; 2026Q1: 143,610 shares 143,610 $30.8M 0.01% +32,154 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,072 shares; 2024Q4: 80,332 shares; 2025Q1: 77,478 shares; 2025Q2: 91,951 shares; 2025Q3: 137,200 shares; 2025Q4: 144,154 shares; 2026Q1: 153,696 shares 153,696 $30.7M 0.01% +9,542 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,974 shares; 2024Q4: 189,734 shares; 2025Q1: 185,654 shares; 2025Q2: 242,670 shares; 2025Q3: 257,948 shares; 2025Q4: 212,591 shares; 2026Q1: 209,511 shares 209,511 $30.6M 0.01% -3,080 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,669 shares; 2024Q4: 908,473 shares; 2025Q1: 1,022,356 shares; 2025Q2: 1,205,875 shares; 2025Q3: 1,446,837 shares; 2025Q4: 1,799,779 shares; 2026Q1: 2,149,332 shares 2,149,332 $30.6M 0.01% +349,553 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,582 shares; 2024Q4: 156,563 shares; 2025Q1: 150,956 shares; 2025Q2: 126,986 shares; 2025Q3: 139,620 shares; 2025Q4: 137,851 shares; 2026Q1: 121,728 shares 121,728 $30.5M 0.01% -16,123 Timeline LRGE 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: 331,167 shares; 2024Q4: 325,583 shares; 2025Q1: 339,175 shares; 2025Q2: 363,921 shares; 2025Q3: 383,020 shares; 2025Q4: 390,328 shares; 2026Q1: 405,270 shares 405,270 $30.5M 0.01% +14,942 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,614 shares; 2024Q4: 131,341 shares; 2025Q1: 140,286 shares; 2025Q2: 171,613 shares; 2025Q3: 181,713 shares; 2025Q4: 174,340 shares; 2026Q1: 173,247 shares 173,247 $30.4M 0.01% -1,093 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,467 shares; 2024Q4: 122,258 shares; 2025Q1: 134,611 shares; 2025Q2: 128,862 shares; 2025Q3: 135,919 shares; 2025Q4: 126,132 shares; 2026Q1: 215,331 shares 215,331 $30.4M 0.01% +89,199 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,682 shares; 2024Q4: 558,095 shares; 2025Q1: 564,181 shares; 2025Q2: 529,796 shares; 2025Q3: 523,197 shares; 2025Q4: 522,496 shares; 2026Q1: 510,185 shares 510,185 $30.4M 0.01% -12,311 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,573 shares; 2024Q4: 480,881 shares; 2025Q1: 506,080 shares; 2025Q2: 579,519 shares; 2025Q3: 633,580 shares; 2025Q4: 650,706 shares; 2026Q1: 690,920 shares 690,920 $30.3M 0.01% +40,214 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647,478 shares; 2024Q4: 679,644 shares; 2025Q1: 680,781 shares; 2025Q2: 646,000 shares; 2025Q3: 679,244 shares; 2025Q4: 520,174 shares; 2026Q1: 655,122 shares 655,122 $30.2M 0.01% +134,948 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,841 shares; 2024Q4: 82,586 shares; 2025Q1: 90,135 shares; 2025Q2: 94,559 shares; 2025Q3: 98,542 shares; 2025Q4: 101,016 shares; 2026Q1: 110,628 shares 110,628 $30.1M 0.01% +9,612 Timeline EXUS 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: 952,882 shares; 2026Q1: 1,242,978 shares 1,242,978 $30.1M 0.01% +290,096 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,588 shares; 2024Q4: 421,296 shares; 2025Q1: 422,962 shares; 2025Q2: 486,645 shares; 2025Q3: 655,367 shares; 2025Q4: 590,772 shares; 2026Q1: 704,398 shares 704,398 $30M 0.01% +113,626 Timeline IYM 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: 65,740 shares; 2024Q4: 76,627 shares; 2025Q1: 83,942 shares; 2025Q2: 89,015 shares; 2025Q3: 100,643 shares; 2025Q4: 101,607 shares; 2026Q1: 170,329 shares 170,329 $30M 0.01% +68,722 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,979 shares; 2024Q4: 85,783 shares; 2025Q1: 102,003 shares; 2025Q2: 99,808 shares; 2025Q3: 103,820 shares; 2025Q4: 140,128 shares; 2026Q1: 151,875 shares 151,875 $29.9M 0.01% +11,747 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,459 shares; 2024Q4: 472,940 shares; 2025Q1: 445,257 shares; 2025Q2: 435,057 shares; 2025Q3: 448,568 shares; 2025Q4: 434,038 shares; 2026Q1: 367,419 shares 367,419 $29.9M 0.01% -66,619 Timeline FFOG 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: 396,849 shares; 2024Q4: 505,802 shares; 2025Q1: 544,550 shares; 2025Q2: 531,554 shares; 2025Q3: 483,471 shares; 2025Q4: 547,081 shares; 2026Q1: 726,579 shares 726,579 $29.8M 0.01% +179,498 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219,211 shares; 2025Q2: 301,743 shares; 2025Q3: 510,961 shares; 2025Q4: 688,738 shares; 2026Q1: 1,042,871 shares 1,042,871 $29.8M 0.01% +354,133 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,687 shares; 2024Q4: 161,041 shares; 2025Q1: 166,836 shares; 2025Q2: 148,113 shares; 2025Q3: 160,165 shares; 2025Q4: 277,828 shares; 2026Q1: 269,282 shares 269,282 $29.8M 0.01% -8,546 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,358 shares; 2024Q4: 140,043 shares; 2025Q1: 156,049 shares; 2025Q2: 139,715 shares; 2025Q3: 161,332 shares; 2025Q4: 217,429 shares; 2026Q1: 252,190 shares 252,190 $29.8M 0.01% +34,761 Timeline TLTW 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: 929,608 shares; 2024Q4: 437,306 shares; 2025Q1: 493,833 shares; 2025Q2: 536,802 shares; 2025Q3: 763,293 shares; 2025Q4: 1,243,845 shares; 2026Q1: 1,318,188 shares 1,318,188 $29.8M 0.01% +74,343 Timeline ISCF 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: 160,596 shares; 2024Q4: 210,028 shares; 2025Q1: 194,374 shares; 2025Q2: 204,716 shares; 2025Q3: 489,390 shares; 2025Q4: 620,675 shares; 2026Q1: 711,625 shares 711,625 $29.7M 0.01% +90,950 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518,000 shares; 2024Q4: 517,021 shares; 2025Q1: 547,385 shares; 2025Q2: 547,091 shares; 2025Q3: 545,932 shares; 2025Q4: 528,599 shares; 2026Q1: 533,852 shares 533,852 $29.7M 0.01% +5,253 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,731 shares; 2024Q4: 33,554 shares; 2025Q1: 35,780 shares; 2025Q2: 38,464 shares; 2025Q3: 39,724 shares; 2025Q4: 42,138 shares; 2026Q1: 30,289 shares 30,289 $29.7M 0.01% -11,849 Timeline JBBB 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: 793,590 shares; 2024Q4: 1,040,976 shares; 2025Q1: 1,229,418 shares; 2025Q2: 1,262,946 shares; 2025Q3: 1,113,386 shares; 2025Q4: 982,717 shares; 2026Q1: 636,991 shares 636,991 $29.7M 0.01% -345,726 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,081 shares; 2024Q4: 352,704 shares; 2025Q1: 371,350 shares; 2025Q2: 612,162 shares; 2025Q3: 712,133 shares; 2025Q4: 610,942 shares; 2026Q1: 605,270 shares 605,270 $29.7M 0.01% -5,672 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: not reported; 2025Q2: not reported; 2025Q3: 12,657 shares; 2025Q4: 8,405 shares; 2026Q1: 999,503 shares 999,503 $29.6M 0.01% +991,098 Timeline FMF 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: 309,304 shares; 2024Q4: 305,025 shares; 2025Q1: 328,203 shares; 2025Q2: 343,667 shares; 2025Q3: 401,062 shares; 2025Q4: 497,109 shares; 2026Q1: 585,199 shares 585,199 $29.6M 0.01% +88,090 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095,503 shares 1,095,503 $29.6M 0.01% new Timeline DGRS 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: 502,345 shares; 2024Q4: 578,661 shares; 2025Q1: 590,644 shares; 2025Q2: 629,393 shares; 2025Q3: 552,886 shares; 2025Q4: 547,134 shares; 2026Q1: 558,856 shares 558,856 $29.6M 0.01% +11,722 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,560 shares; 2024Q4: 244,145 shares; 2025Q1: 350,310 shares; 2025Q2: 400,245 shares; 2025Q3: 466,349 shares; 2025Q4: 508,290 shares; 2026Q1: 540,363 shares 540,363 $29.5M 0.01% +32,073 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,810 shares; 2024Q4: 71,685 shares; 2025Q1: 70,655 shares; 2025Q2: 75,404 shares; 2025Q3: 82,601 shares; 2025Q4: 74,923 shares; 2026Q1: 66,248 shares 66,248 $29.4M 0.01% -8,675 Timeline FLBL 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: 818,373 shares; 2024Q4: 1,090,139 shares; 2025Q1: 1,259,273 shares; 2025Q2: 1,251,358 shares; 2025Q3: 1,450,687 shares; 2025Q4: 1,380,886 shares; 2026Q1: 1,277,783 shares 1,277,783 $29.4M 0.01% -103,103 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,635 shares; 2024Q4: 119,071 shares; 2025Q1: 113,364 shares; 2025Q2: 126,232 shares; 2025Q3: 140,606 shares; 2025Q4: 133,307 shares; 2026Q1: 138,319 shares 138,319 $29.4M 0.01% +5,012 Timeline MMTM 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: 82,152 shares; 2024Q4: 132,093 shares; 2025Q1: 104,724 shares; 2025Q2: 88,627 shares; 2025Q3: 91,034 shares; 2025Q4: 101,932 shares; 2026Q1: 104,624 shares 104,624 $29.3M 0.01% +2,692 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,613 shares; 2024Q4: 641,066 shares; 2025Q1: 655,721 shares; 2025Q2: 555,984 shares; 2025Q3: 549,929 shares; 2025Q4: 610,707 shares; 2026Q1: 750,946 shares 750,946 $29.3M 0.01% +140,239 Timeline ESGV 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: 218,478 shares; 2024Q4: 231,149 shares; 2025Q1: 234,277 shares; 2025Q2: 242,068 shares; 2025Q3: 251,418 shares; 2025Q4: 257,916 shares; 2026Q1: 260,516 shares 260,516 $29.2M 0.01% +2,600 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,079 shares; 2024Q4: 131,200 shares; 2025Q1: 164,067 shares; 2025Q2: 151,420 shares; 2025Q3: 144,649 shares; 2025Q4: 226,827 shares; 2026Q1: 265,934 shares 265,934 $29.2M 0.01% +39,107 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 13,501 shares; 2025Q1: 11,380 shares; 2025Q2: 13,190 shares; 2025Q3: 16,256 shares; 2025Q4: 50,838 shares; 2026Q1: 61,527 shares 61,527 $29.2M 0.01% +10,689 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,138 shares; 2024Q4: 36,199 shares; 2025Q1: 175,596 shares; 2025Q2: 243,507 shares; 2025Q3: 597,067 shares; 2025Q4: 1,077,983 shares; 2026Q1: 1,501,338 shares 1,501,338 $29.2M 0.01% +423,355 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,321 shares; 2024Q4: 309,390 shares; 2025Q1: 347,975 shares; 2025Q2: 489,541 shares; 2025Q3: 544,222 shares; 2025Q4: 563,210 shares; 2026Q1: 575,423 shares 575,423 $29.2M 0.01% +12,213 Timeline PEY 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: 1,891,353 shares; 2024Q4: 1,937,371 shares; 2025Q1: 1,941,778 shares; 2025Q2: 1,929,218 shares; 2025Q3: 1,907,060 shares; 2025Q4: 1,831,602 shares; 2026Q1: 1,360,564 shares 1,360,564 $29.1M 0.01% -471,038 Timeline AVSC 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: 278,520 shares; 2024Q4: 329,039 shares; 2025Q1: 422,203 shares; 2025Q2: 458,814 shares; 2025Q3: 457,572 shares; 2025Q4: 445,812 shares; 2026Q1: 467,437 shares 467,437 $29.1M 0.01% +21,625 Timeline HIDV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,578 shares; 2025Q3: 434,501 shares; 2025Q4: 447,702 shares; 2026Q1: 374,542 shares 374,542 $29.1M 0.01% -73,160 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,173 shares; 2024Q4: 50,914 shares; 2025Q1: 65,669 shares; 2025Q2: 164,669 shares; 2025Q3: 371,261 shares; 2025Q4: 370,860 shares; 2026Q1: 561,614 shares 561,614 $29M 0.01% +190,754 Timeline XMLV 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: 396,754 shares; 2024Q4: 393,865 shares; 2025Q1: 409,753 shares; 2025Q2: 622,659 shares; 2025Q3: 605,940 shares; 2025Q4: 675,286 shares; 2026Q1: 459,703 shares 459,703 $28.9M 0.01% -215,583 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,826 shares; 2024Q4: 38,602 shares; 2025Q1: 41,534 shares; 2025Q2: 43,575 shares; 2025Q3: 49,846 shares; 2025Q4: 43,329 shares; 2026Q1: 49,045 shares 49,045 $28.9M 0.01% +5,716 Timeline EIPI 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: 840,886 shares; 2024Q4: 839,852 shares; 2025Q1: 997,590 shares; 2025Q2: 1,005,342 shares; 2025Q3: 1,053,569 shares; 2025Q4: 1,141,886 shares; 2026Q1: 1,282,820 shares 1,282,820 $28.9M 0.01% +140,934 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,328 shares; 2024Q4: 804,153 shares; 2025Q1: 198,964 shares; 2025Q2: 195,415 shares; 2025Q3: 970,247 shares; 2025Q4: 249,475 shares; 2026Q1: 429,148 shares 429,148 $28.8M 0.01% +179,673 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,246 shares; 2024Q4: 57,757 shares; 2025Q1: 97,403 shares; 2025Q2: 292,944 shares; 2025Q3: 554,488 shares; 2025Q4: 561,544 shares; 2026Q1: 582,643 shares 582,643 $28.8M 0.01% +21,099 Timeline JPME 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: 215,297 shares; 2024Q4: 230,050 shares; 2025Q1: 222,291 shares; 2025Q2: 230,072 shares; 2025Q3: 227,100 shares; 2025Q4: 244,782 shares; 2026Q1: 250,776 shares 250,776 $28.7M 0.01% +5,994 Timeline RPV 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: 215,353 shares; 2024Q4: 228,553 shares; 2025Q1: 222,819 shares; 2025Q2: 310,877 shares; 2025Q3: 237,000 shares; 2025Q4: 237,040 shares; 2026Q1: 267,398 shares 267,398 $28.7M 0.01% +30,358 Timeline ARKW 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: 273,541 shares; 2024Q4: 247,618 shares; 2025Q1: 271,711 shares; 2025Q2: 305,407 shares; 2025Q3: 322,896 shares; 2025Q4: 295,571 shares; 2026Q1: 237,686 shares 237,686 $28.7M 0.01% -57,885 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813,143 shares; 2024Q4: 994,319 shares; 2025Q1: 1,076,134 shares; 2025Q2: 1,027,506 shares; 2025Q3: 897,685 shares; 2025Q4: 1,168,346 shares; 2026Q1: 1,043,357 shares 1,043,357 $28.7M 0.01% -124,989 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,020 shares; 2024Q4: 297,427 shares; 2025Q1: 352,594 shares; 2025Q2: 357,651 shares; 2025Q3: 414,586 shares; 2025Q4: 440,651 shares; 2026Q1: 462,981 shares 462,981 $28.6M 0.01% +22,330 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706,760 shares; 2024Q4: 688,385 shares; 2025Q1: 851,397 shares; 2025Q2: 1,014,238 shares; 2025Q3: 1,192,175 shares; 2025Q4: 1,241,342 shares; 2026Q1: 1,346,409 shares 1,346,409 $28.5M 0.01% +105,067 Timeline JSML 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: 113,442 shares; 2024Q4: 145,612 shares; 2025Q1: 199,115 shares; 2025Q2: 180,841 shares; 2025Q3: 253,804 shares; 2025Q4: 380,551 shares; 2026Q1: 406,185 shares 406,185 $28.4M 0.01% +25,634 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970,097 shares; 2024Q4: 1,812,536 shares; 2025Q1: 1,223,606 shares; 2025Q2: 1,223,329 shares; 2025Q3: 1,311,969 shares; 2025Q4: 1,317,186 shares; 2026Q1: 1,278,287 shares 1,278,287 $28.4M 0.01% -38,899 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,847 shares; 2024Q4: 284,050 shares; 2025Q1: 288,283 shares; 2025Q2: 327,298 shares; 2025Q3: 327,767 shares; 2025Q4: 383,250 shares; 2026Q1: 432,297 shares 432,297 $28.4M 0.01% +49,047 Timeline STOT 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: 380,686 shares; 2024Q4: 452,059 shares; 2025Q1: 537,857 shares; 2025Q2: 499,301 shares; 2025Q3: 542,674 shares; 2025Q4: 514,732 shares; 2026Q1: 602,118 shares 602,118 $28.4M 0.01% +87,386 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,461 shares; 2024Q4: 261,680 shares; 2025Q1: 324,351 shares; 2025Q2: 304,783 shares; 2025Q3: 217,009 shares; 2025Q4: 233,835 shares; 2026Q1: 353,591 shares 353,591 $28.3M 0.01% +119,756 Timeline NANR 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: 133,537 shares; 2024Q4: 148,743 shares; 2025Q1: 166,437 shares; 2025Q2: 180,757 shares; 2025Q3: 289,053 shares; 2025Q4: 293,893 shares; 2026Q1: 336,303 shares 336,303 $28.2M 0.01% +42,410 Timeline JMOM 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: 218,487 shares; 2024Q4: 241,063 shares; 2025Q1: 198,346 shares; 2025Q2: 606,899 shares; 2025Q3: 367,207 shares; 2025Q4: 372,673 shares; 2026Q1: 414,316 shares 414,316 $28.1M 0.01% +41,643 Timeline TDI 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: 20,733 shares; 2024Q4: 20,521 shares; 2025Q1: 20,927 shares; 2025Q2: 22,386 shares; 2025Q3: 43,768 shares; 2025Q4: 55,683 shares; 2026Q1: 682,255 shares 682,255 $28.1M 0.01% +626,572 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,726 shares; 2024Q4: 769,461 shares; 2025Q1: 778,542 shares; 2025Q2: 744,204 shares; 2025Q3: 734,728 shares; 2025Q4: 754,307 shares; 2026Q1: 748,011 shares 748,011 $28.1M 0.01% -6,296 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,269 shares; 2024Q4: 83,951 shares; 2025Q1: 98,839 shares; 2025Q2: 232,394 shares; 2025Q3: 245,346 shares; 2025Q4: 130,610 shares; 2026Q1: 143,326 shares 143,326 $28.1M 0.01% +12,716 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,801 shares; 2024Q4: 415,970 shares; 2025Q1: 418,733 shares; 2025Q2: 392,695 shares; 2025Q3: 1,050,607 shares; 2025Q4: 1,042,731 shares; 2026Q1: 1,459,363 shares 1,459,363 $28M 0.01% +416,632 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,072 shares; 2024Q4: 208,416 shares; 2025Q1: 205,431 shares; 2025Q2: 206,914 shares; 2025Q3: 221,531 shares; 2025Q4: 234,197 shares; 2026Q1: 225,019 shares 225,019 $28M 0.01% -9,178 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924,294 shares; 2024Q4: 1,953,683 shares; 2025Q1: 2,075,846 shares; 2025Q2: 2,374,002 shares; 2025Q3: 2,387,405 shares; 2025Q4: 2,558,135 shares; 2026Q1: 2,524,874 shares 2,524,874 $27.9M 0.01% -33,261 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,626 shares; 2024Q4: 468,646 shares; 2025Q1: 360,985 shares; 2025Q2: 281,695 shares; 2025Q3: 235,821 shares; 2025Q4: 217,126 shares; 2026Q1: 242,537 shares 242,537 $27.9M 0.01% +25,411 Timeline BKIE 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: 74,805 shares; 2024Q4: 97,362 shares; 2025Q1: 151,116 shares; 2025Q2: 215,814 shares; 2025Q3: 305,062 shares; 2025Q4: 334,531 shares; 2026Q1: 297,914 shares 297,914 $27.8M 0.01% -36,617 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,930 shares; 2024Q4: 273,937 shares; 2025Q1: 706,868 shares; 2025Q2: 654,008 shares; 2025Q3: 599,514 shares; 2025Q4: 550,399 shares; 2026Q1: 532,071 shares 532,071 $27.8M 0.01% -18,328 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,903 shares; 2024Q4: 114,066 shares; 2025Q1: 121,852 shares; 2025Q2: 123,623 shares; 2025Q3: 131,306 shares; 2025Q4: 129,971 shares; 2026Q1: 134,213 shares 134,213 $27.7M 0.01% +4,242 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592,313 shares; 2024Q4: 1,712,240 shares; 2025Q1: 1,943,464 shares; 2025Q2: 2,051,627 shares; 2025Q3: 2,400,505 shares; 2025Q4: 2,552,235 shares; 2026Q1: 2,517,603 shares 2,517,603 $27.7M 0.01% -34,632 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,142 shares; 2024Q4: 28,366 shares; 2025Q1: 29,365 shares; 2025Q2: 29,549 shares; 2025Q3: 31,714 shares; 2025Q4: 30,562 shares; 2026Q1: 45,795 shares 45,795 $27.7M 0.01% +15,233 Timeline SMMU 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: 368,166 shares; 2024Q4: 379,360 shares; 2025Q1: 416,811 shares; 2025Q2: 448,317 shares; 2025Q3: 460,820 shares; 2025Q4: 504,530 shares; 2026Q1: 548,897 shares 548,897 $27.7M 0.01% +44,367 Timeline SPHB 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: 143,899 shares; 2024Q4: 133,493 shares; 2025Q1: 385,387 shares; 2025Q2: 197,363 shares; 2025Q3: 198,326 shares; 2025Q4: 221,840 shares; 2026Q1: 238,640 shares 238,640 $27.7M 0.01% +16,800 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 15,771 shares; 2025Q4: 146,969 shares; 2026Q1: 807,173 shares 807,173 $27.6M 0.01% +660,204 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,386 shares; 2024Q4: 158,671 shares; 2025Q1: 160,072 shares; 2025Q2: 172,088 shares; 2025Q3: 199,030 shares; 2025Q4: 266,415 shares; 2026Q1: 311,488 shares 311,488 $27.6M 0.01% +45,073 Timeline ICF 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: 318,040 shares; 2024Q4: 353,622 shares; 2025Q1: 354,996 shares; 2025Q2: 391,417 shares; 2025Q3: 440,194 shares; 2025Q4: 444,569 shares; 2026Q1: 444,386 shares 444,386 $27.5M 0.01% -183 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,913 shares; 2024Q4: 137,608 shares; 2025Q1: 142,392 shares; 2025Q2: 140,173 shares; 2025Q3: 152,550 shares; 2025Q4: 163,204 shares; 2026Q1: 169,890 shares 169,890 $27.5M 0.01% +6,686 Timeline SDVD 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: 12,335 shares; 2024Q4: 28,286 shares; 2025Q1: 89,540 shares; 2025Q2: 400,213 shares; 2025Q3: 566,649 shares; 2025Q4: 774,130 shares; 2026Q1: 1,266,325 shares 1,266,325 $27.5M 0.01% +492,195 Timeline EUSA 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: 71,412 shares; 2024Q4: 92,050 shares; 2025Q1: 165,910 shares; 2025Q2: 111,932 shares; 2025Q3: 129,046 shares; 2025Q4: 151,845 shares; 2026Q1: 269,691 shares 269,691 $27.4M 0.01% +117,846 Timeline BALT 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: 26,741 shares; 2024Q4: 104,017 shares; 2025Q1: 121,498 shares; 2025Q2: 199,870 shares; 2025Q3: 398,592 shares; 2025Q4: 413,977 shares; 2026Q1: 817,663 shares 817,663 $27.4M 0.01% +403,686 Timeline HYBL 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: 172,285 shares; 2024Q4: 337,343 shares; 2025Q1: 494,988 shares; 2025Q2: 577,051 shares; 2025Q3: 795,974 shares; 2025Q4: 792,466 shares; 2026Q1: 981,896 shares 981,896 $27.3M 0.01% +189,430 Timeline EVSM 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: 69,120 shares; 2025Q3: 174,040 shares; 2025Q4: 253,394 shares; 2026Q1: 543,001 shares 543,001 $27.3M 0.01% +289,607 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 6,458 shares; 2025Q1: 26,994 shares; 2025Q2: 37,965 shares; 2025Q3: 38,535 shares; 2025Q4: 23,400 shares; 2026Q1: 632,242 shares 632,242 $27.2M 0.01% +608,842 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,496 shares; 2024Q4: 317,548 shares; 2025Q1: 331,772 shares; 2025Q2: 403,603 shares; 2025Q3: 429,854 shares; 2025Q4: 478,898 shares; 2026Q1: 476,689 shares 476,689 $27.2M 0.01% -2,209 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,452 shares; 2024Q4: 36,377 shares; 2025Q1: 58,279 shares; 2025Q2: 100,891 shares; 2025Q3: 252,833 shares; 2025Q4: 294,702 shares; 2026Q1: 307,588 shares 307,588 $27.2M 0.01% +12,886 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783,395 shares; 2024Q4: 770,817 shares; 2025Q1: 766,313 shares; 2025Q2: 768,283 shares; 2025Q3: 714,630 shares; 2025Q4: 625,093 shares; 2026Q1: 591,543 shares 591,543 $27.2M 0.01% -33,550 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,326 shares; 2024Q4: 425,199 shares; 2025Q1: 308,646 shares; 2025Q2: 344,415 shares; 2025Q3: 60,164 shares; 2025Q4: 85,031 shares; 2026Q1: 359,463 shares 359,463 $27.1M 0.01% +274,432 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,964 shares; 2024Q4: 236,514 shares; 2025Q1: 197,025 shares; 2025Q2: 213,531 shares; 2025Q3: 354,646 shares; 2025Q4: 195,865 shares; 2026Q1: 197,566 shares 197,566 $27.1M 0.01% +1,701 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516,888 shares; 2024Q4: 571,219 shares; 2025Q1: 541,635 shares; 2025Q2: 554,870 shares; 2025Q3: 522,844 shares; 2025Q4: 484,887 shares; 2026Q1: 449,872 shares 449,872 $27.1M 0.01% -35,015 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347,462 shares; 2025Q4: 889,125 shares; 2026Q1: 1,070,078 shares 1,070,078 $27.1M 0.01% +180,953 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,461 shares; 2024Q4: 196,013 shares; 2025Q1: 231,567 shares; 2025Q2: 213,728 shares; 2025Q3: 247,808 shares; 2025Q4: 232,523 shares; 2026Q1: 269,771 shares 269,771 $27M 0.01% +37,248 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,844 shares; 2024Q4: 167,858 shares; 2025Q1: 197,160 shares; 2025Q2: 177,522 shares; 2025Q3: 365,714 shares; 2025Q4: 404,099 shares; 2026Q1: 417,685 shares 417,685 $27M 0.01% +13,586 Timeline SDIV 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: 643,104 shares; 2024Q4: 707,093 shares; 2025Q1: 757,414 shares; 2025Q2: 808,842 shares; 2025Q3: 925,805 shares; 2025Q4: 1,019,626 shares; 2026Q1: 1,067,030 shares 1,067,030 $27M 0.01% +47,404 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,781 shares; 2025Q2: 102,594 shares; 2025Q3: 183,753 shares; 2025Q4: 387,937 shares; 2026Q1: 563,915 shares 563,915 $26.7M 0.01% +175,978 Timeline FSTA 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: 249,449 shares; 2024Q4: 384,690 shares; 2025Q1: 332,473 shares; 2025Q2: 387,090 shares; 2025Q3: 492,473 shares; 2025Q4: 524,438 shares; 2026Q1: 510,287 shares 510,287 $26.7M 0.01% -14,151 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,746 shares; 2024Q4: 113,273 shares; 2025Q1: 127,928 shares; 2025Q2: 141,192 shares; 2025Q3: 148,582 shares; 2025Q4: 127,536 shares; 2026Q1: 61,152 shares 61,152 $26.7M 0.01% -66,384 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,686 shares; 2024Q4: 287,929 shares; 2025Q1: 320,131 shares; 2025Q2: 324,030 shares; 2025Q3: 409,921 shares; 2025Q4: 449,076 shares; 2026Q1: 458,753 shares 458,753 $26.6M 0.01% +9,677 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,077 shares; 2024Q4: 128,911 shares; 2025Q1: 139,905 shares; 2025Q2: 159,271 shares; 2025Q3: 169,006 shares; 2025Q4: 181,508 shares; 2026Q1: 185,236 shares 185,236 $26.5M 0.01% +3,728 Timeline RLY 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: 368,339 shares; 2024Q4: 446,975 shares; 2025Q1: 366,014 shares; 2025Q2: 303,410 shares; 2025Q3: 426,209 shares; 2025Q4: 443,338 shares; 2026Q1: 733,726 shares 733,726 $26.5M 0.01% +290,388 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986,915 shares; 2024Q4: 987,320 shares; 2025Q1: 1,130,362 shares; 2025Q2: 1,296,534 shares; 2025Q3: 1,794,113 shares; 2025Q4: 1,823,405 shares; 2026Q1: 1,795,677 shares 1,795,677 $26.5M 0.01% -27,728 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,117 shares; 2024Q4: 276,294 shares; 2025Q1: 418,732 shares; 2025Q2: 297,087 shares; 2025Q3: 357,334 shares; 2025Q4: 402,817 shares; 2026Q1: 483,057 shares 483,057 $26.5M 0.01% +80,240 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,908 shares; 2024Q4: 130,084 shares; 2025Q1: 265,241 shares; 2025Q2: 476,655 shares; 2025Q3: 487,519 shares; 2025Q4: 501,615 shares; 2026Q1: 533,951 shares 533,951 $26.5M 0.01% +32,336 Timeline INCE 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: 316,275 shares; 2024Q4: 316,375 shares; 2025Q1: 319,064 shares; 2025Q2: 333,287 shares; 2025Q3: 349,598 shares; 2025Q4: 361,560 shares; 2026Q1: 409,282 shares 409,282 $26.5M 0.01% +47,722 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,258 shares; 2024Q4: 390,579 shares; 2025Q1: 356,020 shares; 2025Q2: 274,411 shares; 2025Q3: 400,247 shares; 2025Q4: 372,668 shares; 2026Q1: 224,907 shares 224,907 $26.5M 0.01% -147,761 Timeline EUSB 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: 382,680 shares; 2024Q4: 427,505 shares; 2025Q1: 476,314 shares; 2025Q2: 617,316 shares; 2025Q3: 415,161 shares; 2025Q4: 584,922 shares; 2026Q1: 603,213 shares 603,213 $26.2M 0.01% +18,291 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,990 shares; 2024Q4: 745,474 shares; 2025Q1: 727,729 shares; 2025Q2: 719,112 shares; 2025Q3: 756,171 shares; 2025Q4: 940,345 shares; 2026Q1: 1,265,747 shares 1,265,747 $26.2M 0.01% +325,402 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,210 shares; 2024Q4: 20,520 shares; 2025Q1: 130,314 shares; 2025Q2: 105,769 shares; 2025Q3: 118,291 shares; 2025Q4: 83,072 shares; 2026Q1: 80,847 shares 80,847 $26M 0.01% -2,225 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,951 shares; 2024Q4: 280,131 shares; 2025Q1: 395,311 shares; 2025Q2: 473,425 shares; 2025Q3: 1,240,087 shares; 2025Q4: 1,414,123 shares; 2026Q1: 1,640,795 shares 1,640,795 $26M 0.01% +226,672 Timeline EELV 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: 836,732 shares; 2024Q4: 817,924 shares; 2025Q1: 742,105 shares; 2025Q2: 721,517 shares; 2025Q3: 745,055 shares; 2025Q4: 900,180 shares; 2026Q1: 924,331 shares 924,331 $26M 0.01% +24,151 Timeline BBJP 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: 517,409 shares; 2024Q4: 490,356 shares; 2025Q1: 375,005 shares; 2025Q2: 214,675 shares; 2025Q3: 139,975 shares; 2025Q4: 154,100 shares; 2026Q1: 376,530 shares 376,530 $25.9M 0.01% +222,430 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,661 shares; 2024Q4: 303,315 shares; 2025Q1: 397,435 shares; 2025Q2: 437,103 shares; 2025Q3: 474,214 shares; 2025Q4: 533,043 shares; 2026Q1: 518,353 shares 518,353 $25.9M 0.01% -14,690 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,804 shares; 2024Q4: 61,581 shares; 2025Q1: 65,463 shares; 2025Q2: 65,849 shares; 2025Q3: 63,994 shares; 2025Q4: 63,821 shares; 2026Q1: 54,744 shares 54,744 $25.9M 0.01% -9,077 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,031 shares; 2024Q4: 174,212 shares; 2025Q1: 190,194 shares; 2025Q2: 228,569 shares; 2025Q3: 670,620 shares; 2025Q4: 918,580 shares; 2026Q1: 1,099,230 shares 1,099,230 $25.8M 0.01% +180,650 Timeline SPYX 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: 483,284 shares; 2024Q4: 484,741 shares; 2025Q1: 472,673 shares; 2025Q2: 464,003 shares; 2025Q3: 440,681 shares; 2025Q4: 481,995 shares; 2026Q1: 485,750 shares 485,750 $25.8M 0.01% +3,755 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640,192 shares; 2026Q1: 1,003,904 shares 1,003,904 $25.7M 0.01% +363,712 Timeline VPL 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: 301,323 shares; 2024Q4: 400,853 shares; 2025Q1: 420,227 shares; 2025Q2: 294,024 shares; 2025Q3: 339,373 shares; 2025Q4: 338,039 shares; 2026Q1: 262,341 shares 262,341 $25.6M 0.01% -75,698 Timeline PDEC 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: 323,138 shares; 2024Q4: 237,357 shares; 2025Q1: 473,453 shares; 2025Q2: 480,225 shares; 2025Q3: 535,623 shares; 2025Q4: 628,763 shares; 2026Q1: 603,176 shares 603,176 $25.6M 0.01% -25,587 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,390 shares; 2024Q4: 118,549 shares; 2025Q1: 212,599 shares; 2025Q2: 190,358 shares; 2025Q3: 257,230 shares; 2025Q4: 268,735 shares; 2026Q1: 298,571 shares 298,571 $25.6M 0.01% +29,836 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693,926 shares; 2024Q4: 726,056 shares; 2025Q1: 784,543 shares; 2025Q2: 906,067 shares; 2025Q3: 950,503 shares; 2025Q4: 1,001,051 shares; 2026Q1: 1,051,513 shares 1,051,513 $25.5M 0.01% +50,462 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,567 shares; 2024Q4: 165,243 shares; 2025Q1: 180,629 shares; 2025Q2: 182,613 shares; 2025Q3: 190,753 shares; 2025Q4: 206,902 shares; 2026Q1: 178,611 shares 178,611 $25.5M 0.01% -28,291 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,100 shares; 2025Q1: 467,052 shares; 2025Q2: 575,744 shares; 2025Q3: 852,142 shares; 2025Q4: 1,073,606 shares; 2026Q1: 1,231,390 shares 1,231,390 $25.5M 0.01% +157,784 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459,837 shares; 2024Q4: 454,491 shares; 2025Q1: 470,648 shares; 2025Q2: 450,750 shares; 2025Q3: 497,310 shares; 2025Q4: 646,961 shares; 2026Q1: 638,539 shares 638,539 $25.5M 0.01% -8,422 Timeline FELV 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: 257,062 shares; 2024Q4: 339,924 shares; 2025Q1: 441,984 shares; 2025Q2: 459,664 shares; 2025Q3: 437,070 shares; 2025Q4: 582,791 shares; 2026Q1: 729,362 shares 729,362 $25.5M 0.01% +146,571 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,556 shares; 2024Q4: 550,826 shares; 2025Q1: 531,858 shares; 2025Q2: 682,961 shares; 2025Q3: 863,051 shares; 2025Q4: 842,638 shares; 2026Q1: 1,094,775 shares 1,094,775 $25.4M 0.01% +252,137 Timeline YLD 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: 390,241 shares; 2024Q4: 631,078 shares; 2025Q1: 1,391,583 shares; 2025Q2: 1,412,126 shares; 2025Q3: 1,702,391 shares; 2025Q4: 1,364,591 shares; 2026Q1: 1,340,035 shares 1,340,035 $25.4M 0.01% -24,556 Timeline CMBS 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: 58,612 shares; 2024Q4: 73,688 shares; 2025Q1: 204,474 shares; 2025Q2: 259,336 shares; 2025Q3: 299,873 shares; 2025Q4: 418,164 shares; 2026Q1: 521,012 shares 521,012 $25.4M 0.01% +102,848 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,663 shares; 2024Q4: 322,847 shares; 2025Q1: 365,274 shares; 2025Q2: 364,554 shares; 2025Q3: 365,435 shares; 2025Q4: 358,512 shares; 2026Q1: 320,128 shares 320,128 $25.3M 0.01% -38,384 Timeline FCG 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: 566,788 shares; 2024Q4: 531,501 shares; 2025Q1: 452,424 shares; 2025Q2: 476,472 shares; 2025Q3: 441,685 shares; 2025Q4: 612,446 shares; 2026Q1: 798,482 shares 798,482 $25.3M 0.01% +186,036 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,589 shares; 2024Q4: 215,491 shares; 2025Q1: 280,538 shares; 2025Q2: 406,036 shares; 2025Q3: 687,709 shares; 2025Q4: 913,788 shares; 2026Q1: 1,143,106 shares 1,143,106 $25.3M 0.01% +229,318 Timeline FTXO 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: 234,476 shares; 2024Q4: 259,479 shares; 2025Q1: 526,603 shares; 2025Q2: 617,552 shares; 2025Q3: 749,754 shares; 2025Q4: 716,511 shares; 2026Q1: 698,952 shares 698,952 $25.3M 0.01% -17,559 Timeline FDD 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: 308,389 shares; 2024Q4: 317,891 shares; 2025Q1: 471,712 shares; 2025Q2: 749,713 shares; 2025Q3: 823,671 shares; 2025Q4: 1,094,448 shares; 2026Q1: 1,412,568 shares 1,412,568 $25.2M 0.01% +318,120 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,940 shares; 2024Q4: 65,784 shares; 2025Q1: 104,230 shares; 2025Q2: 135,609 shares; 2025Q3: 148,651 shares; 2025Q4: 170,861 shares; 2026Q1: 186,471 shares 186,471 $25.1M 0.01% +15,610 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743,836 shares; 2024Q4: 3,520,427 shares; 2025Q1: 3,474,636 shares; 2025Q2: 3,804,780 shares; 2025Q3: 4,368,708 shares; 2025Q4: 4,462,497 shares; 2026Q1: 4,483,488 shares 4,483,488 $25.1M 0.01% +20,991 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,290 shares; 2024Q4: 117,075 shares; 2025Q1: 130,074 shares; 2025Q2: 138,611 shares; 2025Q3: 127,155 shares; 2025Q4: 335,139 shares; 2026Q1: 390,576 shares 390,576 $25.1M 0.01% +55,437 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,917 shares; 2024Q4: 513,970 shares; 2025Q1: 420,120 shares; 2025Q2: 421,501 shares; 2025Q3: 466,662 shares; 2025Q4: 444,498 shares; 2026Q1: 416,879 shares 416,879 $25.1M 0.01% -27,619 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533,409 shares; 2024Q4: 603,217 shares; 2025Q1: 568,693 shares; 2025Q2: 596,483 shares; 2025Q3: 595,672 shares; 2025Q4: 610,970 shares; 2026Q1: 571,141 shares 571,141 $25M 0.01% -39,829 Timeline EWC 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: 411,632 shares; 2024Q4: 482,575 shares; 2025Q1: 454,282 shares; 2025Q2: 496,263 shares; 2025Q3: 356,349 shares; 2025Q4: 470,079 shares; 2026Q1: 454,302 shares 454,302 $24.9M 0.01% -15,777 Timeline DFNM 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: 254,553 shares; 2024Q4: 273,334 shares; 2025Q1: 301,351 shares; 2025Q2: 399,622 shares; 2025Q3: 423,200 shares; 2025Q4: 478,820 shares; 2026Q1: 518,554 shares 518,554 $24.9M 0.01% +39,734 Timeline LRGF 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: 143,974 shares; 2024Q4: 172,380 shares; 2025Q1: 218,801 shares; 2025Q2: 296,021 shares; 2025Q3: 330,972 shares; 2025Q4: 380,893 shares; 2026Q1: 376,529 shares 376,529 $24.9M 0.01% -4,364 Timeline FNCL 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: 103,938 shares; 2024Q4: 224,613 shares; 2025Q1: 284,906 shares; 2025Q2: 245,399 shares; 2025Q3: 291,819 shares; 2025Q4: 347,864 shares; 2026Q1: 353,635 shares 353,635 $24.8M 0.01% +5,771 Timeline FSCC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833,545 shares 833,545 $24.7M 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,678 shares; 2024Q4: 42,745 shares; 2025Q1: 56,441 shares; 2025Q2: 71,108 shares; 2025Q3: 81,903 shares; 2025Q4: 93,398 shares; 2026Q1: 78,486 shares 78,486 $24.7M 0.01% -14,912 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,052 shares; 2024Q4: 93,019 shares; 2025Q1: 76,143 shares; 2025Q2: 88,552 shares; 2025Q3: 446,179 shares; 2025Q4: 487,049 shares; 2026Q1: 555,829 shares 555,829 $24.7M 0.01% +68,780 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,137 shares; 2024Q4: 33,537 shares; 2025Q1: 37,500 shares; 2025Q2: 36,092 shares; 2025Q3: 39,823 shares; 2025Q4: 45,636 shares; 2026Q1: 43,832 shares 43,832 $24.6M 0.01% -1,804 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,354 shares; 2025Q2: 8,354 shares; 2025Q3: 435,444 shares; 2025Q4: 797,952 shares; 2026Q1: 773,213 shares 773,213 $24.6M 0.01% -24,739 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013,886 shares; 2024Q4: 1,014,921 shares; 2025Q1: 993,415 shares; 2025Q2: 867,229 shares; 2025Q3: 676,283 shares; 2025Q4: 638,991 shares; 2026Q1: 677,818 shares 677,818 $24.5M 0.01% +38,827 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,469 shares; 2024Q4: 48,590 shares; 2025Q1: 68,999 shares; 2025Q2: 119,448 shares; 2025Q3: 94,924 shares; 2025Q4: 90,100 shares; 2026Q1: 97,236 shares 97,236 $24.4M 0.01% +7,136 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,392 shares; 2024Q4: 50,779 shares; 2025Q1: 57,625 shares; 2025Q2: 67,730 shares; 2025Q3: 78,065 shares; 2025Q4: 76,442 shares; 2026Q1: 104,209 shares 104,209 $24.3M 0.01% +27,767 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,195 shares; 2024Q4: 96,506 shares; 2025Q1: 102,121 shares; 2025Q2: 119,964 shares; 2025Q3: 123,154 shares; 2025Q4: 135,471 shares; 2026Q1: 142,354 shares 142,354 $24.3M 0.01% +6,883 Timeline FDHY 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: 321,471 shares; 2024Q4: 352,276 shares; 2025Q1: 353,624 shares; 2025Q2: 400,801 shares; 2025Q3: 428,278 shares; 2025Q4: 503,214 shares; 2026Q1: 499,237 shares 499,237 $24.2M 0.01% -3,977 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,135 shares; 2024Q4: 47,932 shares; 2025Q1: 56,808 shares; 2025Q2: 55,382 shares; 2025Q3: 76,774 shares; 2025Q4: 66,626 shares; 2026Q1: 165,570 shares 165,570 $24.1M 0.01% +98,944 Timeline EWU 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: 129,559 shares; 2024Q4: 214,095 shares; 2025Q1: 197,782 shares; 2025Q2: 181,525 shares; 2025Q3: 420,886 shares; 2025Q4: 562,266 shares; 2026Q1: 528,541 shares 528,541 $24.1M 0.01% -33,725 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,897 shares; 2024Q4: 132,117 shares; 2025Q1: 111,798 shares; 2025Q2: 183,298 shares; 2025Q3: 265,440 shares; 2025Q4: 253,478 shares; 2026Q1: 341,123 shares 341,123 $24.1M 0.01% +87,645 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,416 shares; 2024Q4: 90,211 shares; 2025Q1: 135,464 shares; 2025Q2: 164,673 shares; 2025Q3: 170,560 shares; 2025Q4: 606,175 shares; 2026Q1: 664,234 shares 664,234 $24M 0.01% +58,059 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,425 shares; 2024Q4: 151,916 shares; 2025Q1: 158,053 shares; 2025Q2: 202,615 shares; 2025Q3: 236,993 shares; 2025Q4: 388,586 shares; 2026Q1: 548,101 shares 548,101 $24M 0.01% +159,515 Timeline IXC 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: 702,917 shares; 2024Q4: 770,803 shares; 2025Q1: 329,071 shares; 2025Q2: 400,230 shares; 2025Q3: 274,015 shares; 2025Q4: 277,017 shares; 2026Q1: 416,096 shares 416,096 $24M 0.01% +139,079 Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663,242 shares; 2025Q3: 677,055 shares; 2025Q4: 661,498 shares; 2026Q1: 957,021 shares 957,021 $23.8M 0.01% +295,523 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,355 shares; 2024Q4: 148,168 shares; 2025Q1: 178,344 shares; 2025Q2: 181,712 shares; 2025Q3: 251,110 shares; 2025Q4: 220,278 shares; 2026Q1: 275,115 shares 275,115 $23.8M 0.01% +54,837 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,120 shares; 2024Q4: 542,005 shares; 2025Q1: 464,596 shares; 2025Q2: 505,177 shares; 2025Q3: 633,781 shares; 2025Q4: 302,776 shares; 2026Q1: 368,380 shares 368,380 $23.8M 0.01% +65,604 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502,762 shares; 2026Q1: 533,529 shares 533,529 $23.8M 0.01% +30,767 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,684 shares; 2025Q3: 266,973 shares; 2025Q4: 383,837 shares; 2026Q1: 735,949 shares 735,949 $23.7M 0.01% +352,112 Timeline KBWP 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: 136,227 shares; 2024Q4: 179,279 shares; 2025Q1: 175,959 shares; 2025Q2: 282,349 shares; 2025Q3: 260,087 shares; 2025Q4: 226,337 shares; 2026Q1: 198,474 shares 198,474 $23.6M 0.01% -27,863 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,689 shares; 2024Q4: 574,027 shares; 2025Q1: 594,133 shares; 2025Q2: 443,192 shares; 2025Q3: 471,516 shares; 2025Q4: 556,691 shares; 2026Q1: 552,412 shares 552,412 $23.6M 0.01% -4,279 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,057 shares; 2024Q4: 76,449 shares; 2025Q1: 85,878 shares; 2025Q2: 89,512 shares; 2025Q3: 100,060 shares; 2025Q4: 113,252 shares; 2026Q1: 114,332 shares 114,332 $23.6M 0.01% +1,080 Timeline NXTG 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: 222,678 shares; 2024Q4: 223,126 shares; 2025Q1: 217,694 shares; 2025Q2: 221,242 shares; 2025Q3: 224,070 shares; 2025Q4: 217,403 shares; 2026Q1: 210,199 shares 210,199 $23.5M 0.01% -7,204 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,845 shares; 2024Q4: 196,887 shares; 2025Q1: 203,301 shares; 2025Q2: 222,275 shares; 2025Q3: 227,659 shares; 2025Q4: 211,917 shares; 2026Q1: 222,318 shares 222,318 $23.5M 0.01% +10,401 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616,162 shares; 2024Q4: 1,593,287 shares; 2025Q1: 1,684,959 shares; 2025Q2: 1,737,482 shares; 2025Q3: 1,782,262 shares; 2025Q4: 1,799,148 shares; 2026Q1: 1,719,182 shares 1,719,182 $23.5M 0.01% -79,966 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,452 shares; 2024Q4: 741,330 shares; 2025Q1: 585,096 shares; 2025Q2: 678,670 shares; 2025Q3: 497,745 shares; 2025Q4: 521,133 shares; 2026Q1: 661,974 shares 661,974 $23.5M 0.01% +140,841 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,870 shares; 2024Q4: 108,103 shares; 2025Q1: 116,032 shares; 2025Q2: 116,426 shares; 2025Q3: 113,518 shares; 2025Q4: 123,840 shares; 2026Q1: 123,555 shares 123,555 $23.4M 0.01% -285 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,926 shares; 2024Q4: 122,836 shares; 2025Q1: 160,325 shares; 2025Q2: 179,442 shares; 2025Q3: 174,102 shares; 2025Q4: 156,040 shares; 2026Q1: 148,969 shares 148,969 $23.4M 0.01% -7,071 Timeline FXZ 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: 279,723 shares; 2024Q4: 248,296 shares; 2025Q1: 198,844 shares; 2025Q2: 194,223 shares; 2025Q3: 200,908 shares; 2025Q4: 191,863 shares; 2026Q1: 306,935 shares 306,935 $23.4M 0.01% +115,072 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,804 shares; 2026Q1: 201,496 shares 201,496 $23.2M 0.01% +33,692 Timeline IBTI 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: 295,567 shares; 2024Q4: 361,796 shares; 2025Q1: 505,230 shares; 2025Q2: 544,355 shares; 2025Q3: 608,093 shares; 2025Q4: 852,664 shares; 2026Q1: 1,040,991 shares 1,040,991 $23.2M 0.01% +188,327 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,308 shares; 2024Q4: 84,118 shares; 2025Q1: 93,169 shares; 2025Q2: 85,680 shares; 2025Q3: 85,064 shares; 2025Q4: 83,062 shares; 2026Q1: 80,595 shares 80,595 $23.2M 0.01% -2,467 Timeline REMG 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: 565,716 shares; 2025Q3: 646,167 shares; 2025Q4: 677,110 shares; 2026Q1: 751,481 shares 751,481 $23.1M 0.01% +74,371 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,182 shares; 2024Q4: 165,917 shares; 2025Q1: 177,276 shares; 2025Q2: 171,459 shares; 2025Q3: 151,269 shares; 2025Q4: 177,804 shares; 2026Q1: 194,842 shares 194,842 $23.1M 0.01% +17,038 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,654 shares; 2024Q4: 216,106 shares; 2025Q1: 213,918 shares; 2025Q2: 196,086 shares; 2025Q3: 207,318 shares; 2025Q4: 190,432 shares; 2026Q1: 216,438 shares 216,438 $23.1M 0.01% +26,006 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543,017 shares; 2024Q4: 575,025 shares; 2025Q1: 706,301 shares; 2025Q2: 621,602 shares; 2025Q3: 723,497 shares; 2025Q4: 726,931 shares; 2026Q1: 813,143 shares 813,143 $23.1M 0.01% +86,212 Timeline POWA 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: 248,102 shares; 2024Q4: 262,791 shares; 2025Q1: 264,620 shares; 2025Q2: 255,233 shares; 2025Q3: 264,928 shares; 2025Q4: 268,763 shares; 2026Q1: 268,316 shares 268,316 $23.1M 0.01% -447 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,074 shares; 2024Q4: 202,938 shares; 2025Q1: 111,081 shares; 2025Q2: 374,163 shares; 2025Q3: 429,180 shares; 2025Q4: 446,882 shares; 2026Q1: 140,579 shares 140,579 $23.1M 0.01% -306,303 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,244 shares; 2025Q2: 10,719 shares; 2025Q3: 8,236 shares; 2025Q4: 14,694 shares; 2026Q1: 568,807 shares 568,807 $23M 0.01% +554,113 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,844 shares; 2024Q4: 119,153 shares; 2025Q1: 214,815 shares; 2025Q2: 305,620 shares; 2025Q3: 527,947 shares; 2025Q4: 535,062 shares; 2026Q1: 586,693 shares 586,693 $23M 0.01% +51,631 Timeline LOWV 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: 111,297 shares; 2025Q1: 118,153 shares; 2025Q2: 133,191 shares; 2025Q3: 228,577 shares; 2025Q4: 241,677 shares; 2026Q1: 310,886 shares 310,886 $23M 0.01% +69,209 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,089 shares; 2024Q4: 188,306 shares; 2025Q1: 148,162 shares; 2025Q2: 154,497 shares; 2025Q3: 165,532 shares; 2025Q4: 184,894 shares; 2026Q1: 365,365 shares 365,365 $22.9M 0.01% +180,471 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,379 shares; 2024Q4: 290,887 shares; 2025Q1: 288,852 shares; 2025Q2: 300,655 shares; 2025Q3: 328,460 shares; 2025Q4: 337,119 shares; 2026Q1: 335,262 shares 335,262 $22.9M 0.01% -1,857 Timeline HBTA 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: 7,355 shares; 2025Q4: not reported; 2026Q1: 855,237 shares 855,237 $22.9M 0.01% new Timeline JPEM 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: 290,536 shares; 2024Q4: 292,524 shares; 2025Q1: 299,036 shares; 2025Q2: 316,730 shares; 2025Q3: 396,855 shares; 2025Q4: 417,623 shares; 2026Q1: 368,512 shares 368,512 $22.9M 0.01% -49,111 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 46,426 shares; 2025Q1: 49,264 shares; 2025Q2: 54,676 shares; 2025Q3: 49,409 shares; 2025Q4: 51,611 shares; 2026Q1: 47,968 shares 47,968 $22.9M 0.01% -3,643 Timeline FFLG 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: 9,536 shares; 2024Q4: 14,239 shares; 2025Q1: 25,823 shares; 2025Q2: 169,540 shares; 2025Q3: 186,005 shares; 2025Q4: 208,504 shares; 2026Q1: 821,424 shares 821,424 $22.8M 0.01% +612,920 Timeline CFO 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: 370,457 shares; 2024Q4: 360,364 shares; 2025Q1: 353,461 shares; 2025Q2: 349,770 shares; 2025Q3: 343,240 shares; 2025Q4: 324,685 shares; 2026Q1: 307,696 shares 307,696 $22.8M 0.01% -16,989 Timeline BYLD 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: 730,761 shares; 2024Q4: 685,700 shares; 2025Q1: 803,053 shares; 2025Q2: 838,197 shares; 2025Q3: 848,057 shares; 2025Q4: 943,594 shares; 2026Q1: 1,008,996 shares 1,008,996 $22.7M 0.01% +65,402 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,042 shares; 2024Q4: 346,148 shares; 2025Q1: 428,769 shares; 2025Q2: 471,593 shares; 2025Q3: 511,031 shares; 2025Q4: 857,484 shares; 2026Q1: 1,038,021 shares 1,038,021 $22.7M 0.01% +180,537 Timeline JHPI 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: 11,045 shares; 2024Q4: 11,071 shares; 2025Q1: 73,591 shares; 2025Q2: 352,628 shares; 2025Q3: 493,272 shares; 2025Q4: 648,267 shares; 2026Q1: 1,005,845 shares 1,005,845 $22.7M 0.01% +357,578 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,788 shares; 2024Q4: 99,755 shares; 2025Q1: 125,516 shares; 2025Q2: 112,640 shares; 2025Q3: 111,257 shares; 2025Q4: 92,167 shares; 2026Q1: 116,735 shares 116,735 $22.7M 0.01% +24,568 Timeline JHSC 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: 811,033 shares; 2024Q4: 788,158 shares; 2025Q1: 426,268 shares; 2025Q2: 456,357 shares; 2025Q3: 480,506 shares; 2025Q4: 488,334 shares; 2026Q1: 527,671 shares 527,671 $22.6M 0.01% +39,337 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,585 shares; 2024Q4: 32,757 shares; 2025Q1: 51,213 shares; 2025Q2: 71,412 shares; 2025Q3: 106,938 shares; 2025Q4: 132,784 shares; 2026Q1: 138,281 shares 138,281 $22.6M 0.01% +5,497 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,888 shares; 2024Q4: 206,218 shares; 2025Q1: 416,375 shares; 2025Q2: 617,534 shares; 2025Q3: 733,395 shares; 2025Q4: 624,594 shares; 2026Q1: 647,958 shares 647,958 $22.6M 0.01% +23,364 Timeline FID 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: 714,744 shares; 2024Q4: 757,180 shares; 2025Q1: 807,262 shares; 2025Q2: 894,597 shares; 2025Q3: 1,037,725 shares; 2025Q4: 1,119,453 shares; 2026Q1: 1,077,734 shares 1,077,734 $22.6M 0.01% -41,719 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,092 shares; 2024Q4: 37,518 shares; 2025Q1: 44,127 shares; 2025Q2: 55,984 shares; 2025Q3: 82,851 shares; 2025Q4: 98,708 shares; 2026Q1: 111,875 shares 111,875 $22.6M 0.01% +13,167 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,427 shares; 2024Q4: 320,962 shares; 2025Q1: 394,567 shares; 2025Q2: 466,885 shares; 2025Q3: 550,766 shares; 2025Q4: 615,696 shares; 2026Q1: 613,659 shares 613,659 $22.6M 0.01% -2,037 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 14,531 shares; 2025Q1: 17,293 shares; 2025Q2: 22,288 shares; 2025Q3: 24,255 shares; 2025Q4: 31,238 shares; 2026Q1: 43,185 shares 43,185 $22.5M 0.01% +11,947 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,883 shares; 2024Q4: 135,849 shares; 2025Q1: 148,380 shares; 2025Q2: 121,167 shares; 2025Q3: 117,962 shares; 2025Q4: 159,577 shares; 2026Q1: 130,818 shares 130,818 $22.5M 0.01% -28,759 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,567 shares; 2024Q4: 1,261,498 shares; 2025Q1: 188,613 shares; 2025Q2: 183,668 shares; 2025Q3: 207,243 shares; 2025Q4: 246,468 shares; 2026Q1: 249,260 shares 249,260 $22.4M 0.01% +2,792 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 18,572 shares; 2025Q1: 20,679 shares; 2025Q2: 30,339 shares; 2025Q3: 48,480 shares; 2025Q4: 45,919 shares; 2026Q1: 67,637 shares 67,637 $22.4M 0.01% +21,718 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,038 shares; 2024Q4: 54,402 shares; 2025Q1: 82,128 shares; 2025Q2: 136,722 shares; 2025Q3: 154,932 shares; 2025Q4: 198,321 shares; 2026Q1: 204,022 shares 204,022 $22.4M 0.01% +5,701 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,578 shares; 2024Q4: 336,331 shares; 2025Q1: 501,234 shares; 2025Q2: 580,501 shares; 2025Q3: 589,643 shares; 2025Q4: 517,509 shares; 2026Q1: 296,714 shares 296,714 $22.3M 0.01% -220,795 Timeline GVI 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: 153,497 shares; 2024Q4: 210,359 shares; 2025Q1: 227,732 shares; 2025Q2: 188,925 shares; 2025Q3: 212,109 shares; 2025Q4: 213,481 shares; 2026Q1: 208,615 shares 208,615 $22.3M 0.01% -4,866 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,542 shares; 2024Q4: 532,367 shares; 2025Q1: 567,693 shares; 2025Q2: 608,196 shares; 2025Q3: 597,756 shares; 2025Q4: 653,944 shares; 2026Q1: 670,303 shares 670,303 $22.2M 0.01% +16,359 Timeline ARKG 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: 1,057,275 shares; 2024Q4: 691,258 shares; 2025Q1: 783,702 shares; 2025Q2: 734,235 shares; 2025Q3: 756,694 shares; 2025Q4: 824,961 shares; 2026Q1: 840,068 shares 840,068 $22.2M 0.01% +15,107 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823,220 shares; 2024Q4: 2,466,235 shares; 2025Q1: 2,547,970 shares; 2025Q2: 2,750,680 shares; 2025Q3: 2,660,654 shares; 2025Q4: 2,616,208 shares; 2026Q1: 926,614 shares 926,614 $22.1M 0.01% -1,689,594 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,590 shares; 2024Q4: 208,637 shares; 2025Q1: 262,394 shares; 2025Q2: 313,494 shares; 2025Q3: 367,471 shares; 2025Q4: 376,463 shares; 2026Q1: 266,304 shares 266,304 $22.1M 0.01% -110,159 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447,127 shares; 2025Q4: 453,245 shares; 2026Q1: 443,599 shares 443,599 $22M 0.01% -9,646 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 17,960 shares; 2025Q1: 18,374 shares; 2025Q2: 16,469 shares; 2025Q3: 26,357 shares; 2025Q4: 36,837 shares; 2026Q1: 45,830 shares 45,830 $22M 0.01% +8,993 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,747 shares; 2024Q4: 67,136 shares; 2025Q1: 69,028 shares; 2025Q2: 77,794 shares; 2025Q3: 77,349 shares; 2025Q4: 122,609 shares; 2026Q1: 116,496 shares 116,496 $22M 0.01% -6,113 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,252,156 shares; 2024Q4: 2,655,983 shares; 2025Q1: 2,750,565 shares; 2025Q2: 2,215,133 shares; 2025Q3: 1,470,511 shares; 2025Q4: 1,216,194 shares; 2026Q1: 1,152,962 shares 1,152,962 $21.9M 0.01% -63,232 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,371 shares; 2024Q4: 297,315 shares; 2025Q1: 347,337 shares; 2025Q2: 289,302 shares; 2025Q3: 302,486 shares; 2025Q4: 293,117 shares; 2026Q1: 292,100 shares 292,100 $21.9M 0.01% -1,017 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,460 shares; 2024Q4: 136,858 shares; 2025Q1: 130,946 shares; 2025Q2: 132,212 shares; 2025Q3: 151,832 shares; 2025Q4: 156,570 shares; 2026Q1: 145,348 shares 145,348 $21.8M 0.01% -11,222 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 12,017 shares; 2025Q1: 16,655 shares; 2025Q2: 19,810 shares; 2025Q3: 19,797 shares; 2025Q4: 39,537 shares; 2026Q1: 40,057 shares 40,057 $21.8M 0.01% +520 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,277 shares; 2024Q4: 295,464 shares; 2025Q1: 323,295 shares; 2025Q2: 512,029 shares; 2025Q3: 380,815 shares; 2025Q4: 431,489 shares; 2026Q1: 342,235 shares 342,235 $21.8M 0.01% -89,254 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,249 shares; 2024Q4: 389,245 shares; 2025Q1: 409,344 shares; 2025Q2: 371,292 shares; 2025Q3: 418,089 shares; 2025Q4: 447,354 shares; 2026Q1: 461,842 shares 461,842 $21.8M 0.01% +14,488 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,630 shares; 2024Q4: 121,483 shares; 2025Q1: 99,895 shares; 2025Q2: 79,343 shares; 2025Q3: 334,885 shares; 2025Q4: 323,534 shares; 2026Q1: 406,230 shares 406,230 $21.8M 0.01% +82,696 Timeline LONZ 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: 260,850 shares; 2024Q4: 307,479 shares; 2025Q1: 320,076 shares; 2025Q2: 369,245 shares; 2025Q3: 398,964 shares; 2025Q4: 482,616 shares; 2026Q1: 440,466 shares 440,466 $21.7M 0.01% -42,150 Timeline EEMA 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: 155,107 shares; 2024Q4: 347,969 shares; 2025Q1: 171,725 shares; 2025Q2: 315,329 shares; 2025Q3: 332,777 shares; 2025Q4: 329,604 shares; 2026Q1: 226,994 shares 226,994 $21.7M 0.01% -102,610 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,029 shares; 2024Q4: 50,166 shares; 2025Q1: 63,955 shares; 2025Q2: 78,250 shares; 2025Q3: 85,410 shares; 2025Q4: 83,386 shares; 2026Q1: 110,753 shares 110,753 $21.7M 0.01% +27,367 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 26,142 shares; 2025Q1: 29,595 shares; 2025Q2: 28,963 shares; 2025Q3: 31,273 shares; 2025Q4: 30,777 shares; 2026Q1: 39,764 shares 39,764 $21.7M 0.01% +8,987 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,054 shares; 2024Q4: 45,404 shares; 2025Q1: 47,267 shares; 2025Q2: 45,141 shares; 2025Q3: 50,196 shares; 2025Q4: 43,413 shares; 2026Q1: 40,153 shares 40,153 $21.6M 0.01% -3,260 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,216 shares; 2024Q4: 74,250 shares; 2025Q1: 56,867 shares; 2025Q2: 68,737 shares; 2025Q3: 65,148 shares; 2025Q4: 72,125 shares; 2026Q1: 111,096 shares 111,096 $21.6M 0.01% +38,971 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,862 shares; 2024Q4: 387,518 shares; 2025Q1: 418,343 shares; 2025Q2: 474,079 shares; 2025Q3: 517,722 shares; 2025Q4: 280,805 shares; 2026Q1: 225,093 shares 225,093 $21.6M 0.01% -55,712 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,405 shares; 2024Q4: 163,417 shares; 2025Q1: 176,898 shares; 2025Q2: 197,974 shares; 2025Q3: 281,427 shares; 2025Q4: 458,717 shares; 2026Q1: 735,564 shares 735,564 $21.6M 0.01% +276,847 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,244 shares; 2024Q4: 119,155 shares; 2025Q1: 115,550 shares; 2025Q2: 123,761 shares; 2025Q3: 128,295 shares; 2025Q4: 126,907 shares; 2026Q1: 126,087 shares 126,087 $21.6M 0.01% -820 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,074 shares; 2024Q4: 59,429 shares; 2025Q1: 68,470 shares; 2025Q2: 79,815 shares; 2025Q3: 188,945 shares; 2025Q4: 167,584 shares; 2026Q1: 121,102 shares 121,102 $21.6M 0.01% -46,482 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,339 shares; 2024Q4: 297,229 shares; 2025Q1: 301,684 shares; 2025Q2: 347,417 shares; 2025Q3: 292,601 shares; 2025Q4: 291,867 shares; 2026Q1: 295,397 shares 295,397 $21.6M 0.01% +3,530 Timeline RFV 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: 98,837 shares; 2024Q4: 102,860 shares; 2025Q1: 92,560 shares; 2025Q2: 80,304 shares; 2025Q3: 85,784 shares; 2025Q4: 169,208 shares; 2026Q1: 165,885 shares 165,885 $21.6M 0.01% -3,323 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,837 shares; 2024Q4: 431,528 shares; 2025Q1: 452,110 shares; 2025Q2: 459,221 shares; 2025Q3: 453,883 shares; 2025Q4: 491,090 shares; 2026Q1: 519,412 shares 519,412 $21.5M 0.01% +28,322 Timeline GRNB 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: 566,941 shares; 2024Q4: 590,977 shares; 2025Q1: 628,337 shares; 2025Q2: 674,883 shares; 2025Q3: 758,255 shares; 2025Q4: 854,869 shares; 2026Q1: 896,645 shares 896,645 $21.5M 0.01% +41,776 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,391 shares; 2024Q4: 184,133 shares; 2025Q1: 213,594 shares; 2025Q2: 259,443 shares; 2025Q3: 254,285 shares; 2025Q4: 228,393 shares; 2026Q1: 230,009 shares 230,009 $21.5M 0.01% +1,616 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,202 shares; 2024Q4: 167,075 shares; 2025Q1: 199,756 shares; 2025Q2: 213,728 shares; 2025Q3: 232,630 shares; 2025Q4: 235,761 shares; 2026Q1: 204,138 shares 204,138 $21.5M 0.01% -31,623 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,360 shares; 2024Q4: 148,769 shares; 2025Q1: 145,176 shares; 2025Q2: 179,848 shares; 2025Q3: 197,782 shares; 2025Q4: 222,059 shares; 2026Q1: 229,801 shares 229,801 $21.4M 0.01% +7,742 Timeline ARKF 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: 834,195 shares; 2024Q4: 861,231 shares; 2025Q1: 1,007,131 shares; 2025Q2: 1,057,993 shares; 2025Q3: 1,064,112 shares; 2025Q4: 720,796 shares; 2026Q1: 563,738 shares 563,738 $21.4M 0.01% -157,058 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,871 shares; 2024Q4: 184,994 shares; 2025Q1: 185,902 shares; 2025Q2: 209,398 shares; 2025Q3: 219,025 shares; 2025Q4: 219,740 shares; 2026Q1: 202,494 shares 202,494 $21.4M 0.01% -17,246 Timeline DNL 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: 738,006 shares; 2024Q4: 785,504 shares; 2025Q1: 628,154 shares; 2025Q2: 645,170 shares; 2025Q3: 636,557 shares; 2025Q4: 528,207 shares; 2026Q1: 530,055 shares 530,055 $21.4M 0.01% +1,848 Timeline TAFM 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: 16,161 shares; 2025Q2: 463,283 shares; 2025Q3: 622,031 shares; 2025Q4: 768,299 shares; 2026Q1: 843,329 shares 843,329 $21.3M 0.01% +75,030 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,759 shares; 2024Q4: 244,889 shares; 2025Q1: 199,407 shares; 2025Q2: 205,000 shares; 2025Q3: 204,981 shares; 2025Q4: 247,963 shares; 2026Q1: 293,144 shares 293,144 $21.3M 0.01% +45,181 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,031 shares; 2024Q4: 210,063 shares; 2025Q1: 235,941 shares; 2025Q2: 228,387 shares; 2025Q3: 218,676 shares; 2025Q4: 249,215 shares; 2026Q1: 276,584 shares 276,584 $21.3M 0.01% +27,369 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,313 shares; 2024Q4: 21,495 shares; 2025Q1: 22,549 shares; 2025Q2: 25,823 shares; 2025Q3: 21,728 shares; 2025Q4: 19,042 shares; 2026Q1: 18,371 shares 18,371 $21.3M 0.01% -671 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,544 shares; 2024Q4: 169,245 shares; 2025Q1: 245,695 shares; 2025Q2: 241,897 shares; 2025Q3: 257,445 shares; 2025Q4: 220,365 shares; 2026Q1: 230,360 shares 230,360 $21.2M 0.01% +9,995 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530,330 shares; 2025Q4: 893,721 shares; 2026Q1: 1,070,874 shares 1,070,874 $21.2M 0.01% +177,153 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704,442 shares; 2024Q4: 885,045 shares; 2025Q1: 799,174 shares; 2025Q2: 812,004 shares; 2025Q3: 791,071 shares; 2025Q4: 760,432 shares; 2026Q1: 1,186,341 shares 1,186,341 $21.2M 0.01% +425,909 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,535 shares; 2024Q4: 354,700 shares; 2025Q1: 70,033 shares; 2025Q2: 91,076 shares; 2025Q3: 131,759 shares; 2025Q4: 192,769 shares; 2026Q1: 255,289 shares 255,289 $21.2M 0.01% +62,520 Timeline PMBS 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: 50,604 shares; 2024Q4: 142,386 shares; 2025Q1: 278,745 shares; 2025Q2: 234,379 shares; 2025Q3: 239,461 shares; 2025Q4: 295,571 shares; 2026Q1: 424,707 shares 424,707 $21.1M 0.01% +129,136 Timeline ECOW 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: 125,657 shares; 2024Q4: 134,649 shares; 2025Q1: 148,339 shares; 2025Q2: 314,469 shares; 2025Q3: 380,837 shares; 2025Q4: 439,429 shares; 2026Q1: 789,443 shares 789,443 $21.1M 0.01% +350,014 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534,998 shares; 2024Q4: 569,540 shares; 2025Q1: 573,236 shares; 2025Q2: 617,993 shares; 2025Q3: 627,166 shares; 2025Q4: 644,063 shares; 2026Q1: 610,647 shares 610,647 $21M 0.01% -33,416 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,896 shares; 2024Q4: 376,864 shares; 2025Q1: 386,356 shares; 2025Q2: 372,601 shares; 2025Q3: 369,687 shares; 2025Q4: 380,323 shares; 2026Q1: 364,529 shares 364,529 $21M 0.01% -15,794 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887,660 shares; 2024Q4: 911,027 shares; 2025Q1: 1,059,785 shares; 2025Q2: 1,078,841 shares; 2025Q3: 1,116,718 shares; 2025Q4: 1,205,773 shares; 2026Q1: 1,224,072 shares 1,224,072 $21M 0.01% +18,299 Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 841,488 shares 841,488 $20.9M 0.01% new Timeline PKB 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: 195,041 shares; 2024Q4: 236,837 shares; 2025Q1: 207,201 shares; 2025Q2: 161,506 shares; 2025Q3: 221,347 shares; 2025Q4: 174,616 shares; 2026Q1: 214,272 shares 214,272 $20.9M 0.01% +39,656 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 23,490 shares; 2025Q1: 36,568 shares; 2025Q2: 52,297 shares; 2025Q3: 54,944 shares; 2025Q4: 76,494 shares; 2026Q1: 65,482 shares 65,482 $20.9M 0.01% -11,012 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,966 shares; 2024Q4: 127,572 shares; 2025Q1: 118,077 shares; 2025Q2: 142,270 shares; 2025Q3: 149,484 shares; 2025Q4: 116,378 shares; 2026Q1: 106,811 shares 106,811 $20.9M 0.01% -9,567 Timeline ROAM 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: 229,185 shares; 2024Q4: 296,323 shares; 2025Q1: 295,419 shares; 2025Q2: 312,059 shares; 2025Q3: 459,463 shares; 2025Q4: 598,063 shares; 2026Q1: 672,986 shares 672,986 $20.9M 0.01% +74,923 Timeline RSPG 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: 142,796 shares; 2024Q4: 127,782 shares; 2025Q1: 200,742 shares; 2025Q2: 180,603 shares; 2025Q3: 132,335 shares; 2025Q4: 111,488 shares; 2026Q1: 190,563 shares 190,563 $20.9M 0.01% +79,075 Timeline ACIO 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: 385,212 shares; 2024Q4: 437,062 shares; 2025Q1: 458,551 shares; 2025Q2: 478,149 shares; 2025Q3: 548,509 shares; 2025Q4: 544,920 shares; 2026Q1: 496,727 shares 496,727 $20.8M 0.01% -48,193 Timeline CSHI 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: 139,432 shares; 2024Q4: 169,479 shares; 2025Q1: 319,670 shares; 2025Q2: 414,929 shares; 2025Q3: 320,965 shares; 2025Q4: 324,970 shares; 2026Q1: 417,972 shares 417,972 $20.8M 0.01% +93,002 Timeline EBND 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: 1,181,399 shares; 2024Q4: 1,238,324 shares; 2025Q1: 857,534 shares; 2025Q2: 753,921 shares; 2025Q3: 835,362 shares; 2025Q4: 853,429 shares; 2026Q1: 1,007,032 shares 1,007,032 $20.8M 0.01% +153,603 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,298 shares; 2024Q4: 85,368 shares; 2025Q1: 126,984 shares; 2025Q2: 142,675 shares; 2025Q3: 170,503 shares; 2025Q4: 251,636 shares; 2026Q1: 402,446 shares 402,446 $20.8M 0.01% +150,810 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,931 shares; 2024Q4: 283,971 shares; 2025Q1: 320,119 shares; 2025Q2: 314,995 shares; 2025Q3: 325,877 shares; 2025Q4: 391,797 shares; 2026Q1: 453,169 shares 453,169 $20.8M 0.01% +61,372 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,821 shares; 2024Q4: 69,331 shares; 2025Q1: 70,204 shares; 2025Q2: 79,302 shares; 2025Q3: 73,594 shares; 2025Q4: 72,097 shares; 2026Q1: 58,499 shares 58,499 $20.7M 0.01% -13,598 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767,883 shares; 2024Q4: 571,101 shares; 2025Q1: 529,137 shares; 2025Q2: 589,814 shares; 2025Q3: 543,744 shares; 2025Q4: 656,071 shares; 2026Q1: 846,566 shares 846,566 $20.7M 0.01% +190,495 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,171 shares; 2024Q4: 216,390 shares; 2025Q1: 218,399 shares; 2025Q2: 249,201 shares; 2025Q3: 264,916 shares; 2025Q4: 253,538 shares; 2026Q1: 757,001 shares 757,001 $20.7M 0.01% +503,463 Timeline ONOF 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: 112,508 shares; 2024Q4: 111,532 shares; 2025Q1: 523,149 shares; 2025Q2: 529,985 shares; 2025Q3: 547,398 shares; 2025Q4: 594,085 shares; 2026Q1: 569,820 shares 569,820 $20.7M 0.01% -24,265 Timeline HDUS 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: 114,667 shares; 2024Q4: 136,050 shares; 2025Q1: 278,579 shares; 2025Q2: 275,179 shares; 2025Q3: 296,470 shares; 2025Q4: 302,717 shares; 2026Q1: 326,898 shares 326,898 $20.6M 0.01% +24,181 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,800 shares; 2024Q4: 105,926 shares; 2025Q1: 110,538 shares; 2025Q2: 149,780 shares; 2025Q3: 150,635 shares; 2025Q4: 162,247 shares; 2026Q1: 161,856 shares 161,856 $20.6M 0.01% -391 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,919 shares; 2024Q4: 319,931 shares; 2025Q1: 274,042 shares; 2025Q2: 269,984 shares; 2025Q3: 419,541 shares; 2025Q4: 452,853 shares; 2026Q1: 538,388 shares 538,388 $20.6M 0.01% +85,535 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,463 shares; 2024Q4: 362,195 shares; 2025Q1: 387,492 shares; 2025Q2: 384,541 shares; 2025Q3: 400,284 shares; 2025Q4: 410,827 shares; 2026Q1: 447,283 shares 447,283 $20.5M 0.01% +36,456 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,212 shares; 2024Q4: 54,552 shares; 2025Q1: 47,630 shares; 2025Q2: 60,311 shares; 2025Q3: 60,525 shares; 2025Q4: 69,525 shares; 2026Q1: 100,084 shares 100,084 $20.5M 0.01% +30,559 Timeline PBTP 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: 627,131 shares; 2024Q4: 562,281 shares; 2025Q1: 507,208 shares; 2025Q2: 659,540 shares; 2025Q3: 787,574 shares; 2025Q4: 792,145 shares; 2026Q1: 778,768 shares 778,768 $20.4M 0.01% -13,377 Timeline EFIV 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: 281,822 shares; 2024Q4: 358,456 shares; 2025Q1: 357,055 shares; 2025Q2: 317,842 shares; 2025Q3: 323,738 shares; 2025Q4: 328,045 shares; 2026Q1: 322,152 shares 322,152 $20.3M 0.01% -5,893 Timeline ESML 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: 207,178 shares; 2024Q4: 207,304 shares; 2025Q1: 216,359 shares; 2025Q2: 249,581 shares; 2025Q3: 257,514 shares; 2025Q4: 387,828 shares; 2026Q1: 430,739 shares 430,739 $20.3M 0.01% +42,911 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657,843 shares; 2024Q4: 730,544 shares; 2025Q1: 714,313 shares; 2025Q2: 760,362 shares; 2025Q3: 808,199 shares; 2025Q4: 811,188 shares; 2026Q1: 782,249 shares 782,249 $20.2M 0.01% -28,939 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,116 shares; 2024Q4: 109,849 shares; 2025Q1: 95,988 shares; 2025Q2: 121,743 shares; 2025Q3: 143,734 shares; 2025Q4: 150,286 shares; 2026Q1: 130,167 shares 130,167 $20.2M 0.01% -20,119 Timeline BBIN 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: 404,573 shares; 2024Q4: 405,810 shares; 2025Q1: 630,152 shares; 2025Q2: 878,925 shares; 2025Q3: 274,479 shares; 2025Q4: 286,713 shares; 2026Q1: 276,753 shares 276,753 $20.2M 0.01% -9,960 Timeline AVIV 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: 23,577 shares; 2024Q4: 38,138 shares; 2025Q1: 61,283 shares; 2025Q2: 127,501 shares; 2025Q3: 145,073 shares; 2025Q4: 163,103 shares; 2026Q1: 269,407 shares 269,407 $20.2M 0.01% +106,304 Timeline WTAI 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: 334,571 shares; 2024Q4: 356,703 shares; 2025Q1: 382,133 shares; 2025Q2: 397,803 shares; 2025Q3: 511,042 shares; 2025Q4: 674,173 shares; 2026Q1: 714,111 shares 714,111 $20.2M 0.01% +39,938 Timeline FVAL 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: 141,560 shares; 2024Q4: 189,889 shares; 2025Q1: 254,081 shares; 2025Q2: 294,469 shares; 2025Q3: 340,914 shares; 2025Q4: 331,753 shares; 2026Q1: 290,288 shares 290,288 $20.1M 0.01% -41,465 Timeline MOO 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: 185,531 shares; 2024Q4: 148,008 shares; 2025Q1: 144,253 shares; 2025Q2: 218,449 shares; 2025Q3: 142,875 shares; 2025Q4: 140,139 shares; 2026Q1: 238,413 shares 238,413 $20.1M 0.01% +98,274 Timeline PBUS 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: 320,099 shares; 2024Q4: 316,549 shares; 2025Q1: 309,419 shares; 2025Q2: 297,938 shares; 2025Q3: 311,644 shares; 2025Q4: 314,915 shares; 2026Q1: 305,822 shares 305,822 $19.9M 0.01% -9,093 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,951 shares; 2024Q4: 376,691 shares; 2025Q1: 413,564 shares; 2025Q2: 416,949 shares; 2025Q3: 536,168 shares; 2025Q4: 367,844 shares; 2026Q1: 334,542 shares 334,542 $19.9M 0.01% -33,302 Timeline CLSE 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: 442,077 shares; 2024Q4: 720,113 shares; 2025Q1: 619,408 shares; 2025Q2: 571,499 shares; 2025Q3: 609,296 shares; 2025Q4: 696,058 shares; 2026Q1: 706,548 shares 706,548 $19.9M 0.01% +10,490 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675,605 shares; 2025Q1: 873,572 shares; 2025Q2: 1,036,549 shares; 2025Q3: 1,015,279 shares; 2025Q4: 835,793 shares; 2026Q1: 871,220 shares 871,220 $19.8M 0.01% +35,427 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,182 shares; 2024Q4: 260,691 shares; 2025Q1: 261,469 shares; 2025Q2: 278,702 shares; 2025Q3: 286,063 shares; 2025Q4: 293,208 shares; 2026Q1: 322,479 shares 322,479 $19.8M 0.01% +29,271 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,149 shares; 2024Q4: 24,443 shares; 2025Q1: 27,797 shares; 2025Q2: 28,474 shares; 2025Q3: 25,518 shares; 2025Q4: 27,645 shares; 2026Q1: 105,016 shares 105,016 $19.7M 0.01% +77,371 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775,187 shares; 2024Q4: 2,735,715 shares; 2025Q1: 2,739,593 shares; 2025Q2: 2,792,247 shares; 2025Q3: 3,149,240 shares; 2025Q4: 2,903,381 shares; 2026Q1: 2,624,135 shares 2,624,135 $19.7M 0.01% -279,246 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,595 shares; 2024Q4: 48,936 shares; 2025Q1: 226,644 shares; 2025Q2: 276,181 shares; 2025Q3: 326,418 shares; 2025Q4: 276,061 shares; 2026Q1: 209,960 shares 209,960 $19.7M 0.01% -66,101 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,869 shares; 2024Q4: 81,602 shares; 2025Q1: 109,462 shares; 2025Q2: 124,777 shares; 2025Q3: 142,355 shares; 2025Q4: 161,318 shares; 2026Q1: 145,985 shares 145,985 $19.7M 0.01% -15,333 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,492 shares; 2024Q4: 383,758 shares; 2025Q1: 245,307 shares; 2025Q2: 315,395 shares; 2025Q3: 679,054 shares; 2025Q4: 658,987 shares; 2026Q1: 643,168 shares 643,168 $19.6M 0.01% -15,819 Timeline KCE 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: 128,812 shares; 2024Q4: 179,789 shares; 2025Q1: 151,141 shares; 2025Q2: 131,811 shares; 2025Q3: 207,223 shares; 2025Q4: 154,302 shares; 2026Q1: 142,631 shares 142,631 $19.6M 0.01% -11,671 Timeline SLVP 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: 144,452 shares; 2024Q4: 146,972 shares; 2025Q1: 266,601 shares; 2025Q2: 297,018 shares; 2025Q3: 307,093 shares; 2025Q4: 430,842 shares; 2026Q1: 553,110 shares 553,110 $19.6M 0.01% +122,268 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,179 shares; 2024Q4: 79,693 shares; 2025Q1: 106,389 shares; 2025Q2: 129,174 shares; 2025Q3: 136,085 shares; 2025Q4: 135,678 shares; 2026Q1: 124,035 shares 124,035 $19.6M 0.01% -11,643 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,995 shares; 2024Q4: 106,562 shares; 2025Q1: 111,571 shares; 2025Q2: 117,989 shares; 2025Q3: 126,833 shares; 2025Q4: 117,082 shares; 2026Q1: 117,103 shares 117,103 $19.6M 0.01% +21 Timeline QQQJ 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: 354,881 shares; 2024Q4: 367,041 shares; 2025Q1: 370,825 shares; 2025Q2: 393,257 shares; 2025Q3: 380,572 shares; 2025Q4: 467,342 shares; 2026Q1: 539,938 shares 539,938 $19.6M 0.01% +72,596 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414,231 shares; 2024Q4: 1,549,007 shares; 2025Q1: 1,372,645 shares; 2025Q2: 1,404,112 shares; 2025Q3: 1,433,535 shares; 2025Q4: 719,081 shares; 2026Q1: 749,958 shares 749,958 $19.5M 0.01% +30,877 Timeline BUFG 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: 674,617 shares; 2024Q4: 751,486 shares; 2025Q1: 824,361 shares; 2025Q2: 717,169 shares; 2025Q3: 787,171 shares; 2025Q4: 697,957 shares; 2026Q1: 725,772 shares 725,772 $19.5M 0.01% +27,815 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,950 shares; 2024Q4: 258,075 shares; 2025Q1: 237,284 shares; 2025Q2: 234,377 shares; 2025Q3: 235,538 shares; 2025Q4: 236,480 shares; 2026Q1: 247,732 shares 247,732 $19.5M 0.01% +11,252 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,002 shares; 2024Q4: 426,288 shares; 2025Q1: 494,839 shares; 2025Q2: 531,491 shares; 2025Q3: 571,703 shares; 2025Q4: 633,529 shares; 2026Q1: 215,758 shares 215,758 $19.4M 0.01% -417,771 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,234 shares; 2025Q1: 449,105 shares; 2025Q2: 474,377 shares; 2025Q3: 646,224 shares; 2025Q4: 653,105 shares; 2026Q1: 825,521 shares 825,521 $19.4M 0.01% +172,416 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,124 shares; 2024Q4: 260,707 shares; 2025Q1: 259,591 shares; 2025Q2: 281,075 shares; 2025Q3: 277,652 shares; 2025Q4: 276,567 shares; 2026Q1: 284,470 shares 284,470 $19.4M 0.01% +7,903 Timeline IMTM 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: 123,266 shares; 2024Q4: 167,934 shares; 2025Q1: 176,194 shares; 2025Q2: 273,729 shares; 2025Q3: 315,919 shares; 2025Q4: 337,130 shares; 2026Q1: 403,296 shares 403,296 $19.4M 0.01% +66,166 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,360 shares; 2024Q4: 371,209 shares; 2025Q1: 380,837 shares; 2025Q2: 421,866 shares; 2025Q3: 493,838 shares; 2025Q4: 499,202 shares; 2026Q1: 516,417 shares 516,417 $19.3M 0.01% +17,215 Timeline EVLN 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: 29,364 shares; 2024Q4: 59,860 shares; 2025Q1: 110,852 shares; 2025Q2: 196,221 shares; 2025Q3: 287,568 shares; 2025Q4: 390,292 shares; 2026Q1: 401,126 shares 401,126 $19.3M 0.01% +10,834 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,485 shares; 2025Q3: 8,503 shares; 2025Q4: 94,257 shares; 2026Q1: 405,030 shares 405,030 $19.3M 0.01% +310,773 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 26,838 shares; 2025Q1: 30,749 shares; 2025Q2: 34,144 shares; 2025Q3: 37,614 shares; 2025Q4: 43,682 shares; 2026Q1: 59,649 shares 59,649 $19.2M 0.01% +15,967 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,952 shares; 2024Q4: 104,732 shares; 2025Q1: 107,957 shares; 2025Q2: 110,397 shares; 2025Q3: 134,613 shares; 2025Q4: 140,851 shares; 2026Q1: 253,817 shares 253,817 $19.2M 0.01% +112,966 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,450 shares; 2024Q4: 287,571 shares; 2025Q1: 300,584 shares; 2025Q2: 342,190 shares; 2025Q3: 220,686 shares; 2025Q4: 219,062 shares; 2026Q1: 232,241 shares 232,241 $19.1M 0.01% +13,179 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,106 shares; 2026Q1: 925,258 shares 925,258 $19.1M 0.01% +901,152 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,370 shares; 2024Q4: 299,086 shares; 2025Q1: 289,391 shares; 2025Q2: 269,654 shares; 2025Q3: 270,368 shares; 2025Q4: 276,252 shares; 2026Q1: 301,490 shares 301,490 $19M 0.01% +25,238 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,639 shares; 2024Q4: 563,545 shares; 2025Q1: 589,213 shares; 2025Q2: 911,859 shares; 2025Q3: 1,451,335 shares; 2025Q4: 1,545,866 shares; 2026Q1: 1,686,207 shares 1,686,207 $19M 0.01% +140,341 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 571,771 shares 571,771 $19M 0.01% new Timeline GNMA 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: 40,803 shares; 2024Q4: 36,118 shares; 2025Q1: 32,311 shares; 2025Q2: 159,193 shares; 2025Q3: 197,451 shares; 2025Q4: 391,218 shares; 2026Q1: 428,001 shares 428,001 $19M 0.01% +36,783 Timeline