ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,197 shares; 2024Q4: 285,770 shares; 2025Q1: 291,198 shares; 2025Q2: 346,551 shares; 2025Q3: 370,127 shares; 2025Q4: 501,731 shares; 2026Q1: 474,798 shares 474,798 $18.9M 0.01% -26,933 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,864 shares; 2024Q4: 131,846 shares; 2025Q1: 151,209 shares; 2025Q2: 726,727 shares; 2025Q3: 561,797 shares; 2025Q4: 654,968 shares; 2026Q1: 657,100 shares 657,100 $18.9M 0.01% +2,132 Timeline WTMF 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: 160,036 shares; 2024Q4: 153,756 shares; 2025Q1: 150,991 shares; 2025Q2: 265,955 shares; 2025Q3: 329,065 shares; 2025Q4: 450,357 shares; 2026Q1: 476,311 shares 476,311 $18.9M 0.01% +25,954 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,139 shares; 2024Q4: 130,437 shares; 2025Q1: 130,249 shares; 2025Q2: 165,455 shares; 2025Q3: 163,189 shares; 2025Q4: 195,263 shares; 2026Q1: 199,739 shares 199,739 $18.9M 0.01% +4,476 Timeline FJP 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: 103,192 shares; 2024Q4: 124,847 shares; 2025Q1: 175,402 shares; 2025Q2: 174,953 shares; 2025Q3: 208,070 shares; 2025Q4: 240,113 shares; 2026Q1: 260,261 shares 260,261 $18.9M 0.01% +20,148 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,536,582 shares; 2024Q4: 3,648,171 shares; 2025Q1: 4,368,444 shares; 2025Q2: 4,536,023 shares; 2025Q3: 4,651,450 shares; 2025Q4: 3,784,833 shares; 2026Q1: 3,400,688 shares 3,400,688 $18.9M 0.01% -384,145 Timeline IYC 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: 133,071 shares; 2024Q4: 167,941 shares; 2025Q1: 185,145 shares; 2025Q2: 215,011 shares; 2025Q3: 160,508 shares; 2025Q4: 187,398 shares; 2026Q1: 194,397 shares 194,397 $18.8M 0.01% +6,999 Timeline SOXQ 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: 377,976 shares; 2024Q4: 412,352 shares; 2025Q1: 359,224 shares; 2025Q2: 318,957 shares; 2025Q3: 294,725 shares; 2025Q4: 305,196 shares; 2026Q1: 314,711 shares 314,711 $18.8M <0.01% +9,515 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235,162 shares; 2025Q4: 551,922 shares; 2026Q1: 636,054 shares 636,054 $18.7M <0.01% +84,132 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,166 shares; 2024Q4: 115,751 shares; 2025Q1: 123,407 shares; 2025Q2: 125,888 shares; 2025Q3: 141,328 shares; 2025Q4: 143,103 shares; 2026Q1: 147,911 shares 147,911 $18.7M <0.01% +4,808 Timeline QVMT 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: 188,275 shares; 2024Q4: 214,604 shares; 2025Q1: 215,300 shares; 2025Q2: 259,187 shares; 2025Q3: 255,640 shares; 2025Q4: 214,768 shares; 2026Q1: 313,954 shares 313,954 $18.7M <0.01% +99,186 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,601 shares; 2024Q4: 55,648 shares; 2025Q1: 61,072 shares; 2025Q2: 68,740 shares; 2025Q3: 74,563 shares; 2025Q4: 83,726 shares; 2026Q1: 112,283 shares 112,283 $18.6M <0.01% +28,557 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,679 shares; 2025Q3: 187,876 shares; 2025Q4: 253,477 shares; 2026Q1: 346,994 shares 346,994 $18.6M <0.01% +93,517 Timeline DFNL 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: 268,736 shares; 2024Q4: 305,118 shares; 2025Q1: 325,696 shares; 2025Q2: 333,691 shares; 2025Q3: 366,341 shares; 2025Q4: 396,816 shares; 2026Q1: 415,571 shares 415,571 $18.6M <0.01% +18,755 Timeline IGHG 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: 158,122 shares; 2024Q4: 165,957 shares; 2025Q1: 174,336 shares; 2025Q2: 183,720 shares; 2025Q3: 238,570 shares; 2025Q4: 246,029 shares; 2026Q1: 239,921 shares 239,921 $18.6M <0.01% -6,108 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,280 shares; 2024Q4: 78,920 shares; 2025Q1: 122,467 shares; 2025Q2: 128,627 shares; 2025Q3: 105,913 shares; 2025Q4: 91,847 shares; 2026Q1: 74,518 shares 74,518 $18.6M <0.01% -17,329 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,124 shares; 2024Q4: 322,428 shares; 2025Q1: 316,142 shares; 2025Q2: 409,246 shares; 2025Q3: 392,264 shares; 2025Q4: 381,914 shares; 2026Q1: 348,365 shares 348,365 $18.6M <0.01% -33,549 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 7,838 shares; 2025Q1: 8,879 shares; 2025Q2: 64,633 shares; 2025Q3: 85,378 shares; 2025Q4: 105,244 shares; 2026Q1: 187,339 shares 187,339 $18.6M <0.01% +82,095 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,560 shares; 2024Q4: 624,315 shares; 2025Q1: 484,603 shares; 2025Q2: 397,237 shares; 2025Q3: 393,708 shares; 2025Q4: 361,980 shares; 2026Q1: 336,516 shares 336,516 $18.5M <0.01% -25,464 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,543 shares; 2024Q4: 211,894 shares; 2025Q1: 161,647 shares; 2025Q2: 225,626 shares; 2025Q3: 289,330 shares; 2025Q4: 328,287 shares; 2026Q1: 379,436 shares 379,436 $18.5M <0.01% +51,149 Timeline FLUD FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,781 shares; 2025Q3: 111,913 shares; 2025Q4: 176,008 shares; 2026Q1: 738,947 shares 738,947 $18.5M <0.01% +562,939 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,425 shares; 2024Q4: 299,165 shares; 2025Q1: 307,368 shares; 2025Q2: 341,799 shares; 2025Q3: 382,319 shares; 2025Q4: 348,375 shares; 2026Q1: 347,928 shares 347,928 $18.4M <0.01% -447 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,740 shares; 2024Q4: 160,522 shares; 2025Q1: 176,618 shares; 2025Q2: 198,347 shares; 2025Q3: 172,322 shares; 2025Q4: 208,876 shares; 2026Q1: 238,422 shares 238,422 $18.4M <0.01% +29,546 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,331 shares; 2024Q4: 99,417 shares; 2025Q1: 97,943 shares; 2025Q2: 96,722 shares; 2025Q3: 113,586 shares; 2025Q4: 102,365 shares; 2026Q1: 102,011 shares 102,011 $18.4M <0.01% -354 Timeline FSCS 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: 256,458 shares; 2024Q4: 293,883 shares; 2025Q1: 309,068 shares; 2025Q2: 327,838 shares; 2025Q3: 328,660 shares; 2025Q4: 509,668 shares; 2026Q1: 521,239 shares 521,239 $18.3M <0.01% +11,571 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,653 shares; 2024Q4: 126,435 shares; 2025Q1: 132,796 shares; 2025Q2: 155,780 shares; 2025Q3: 444,671 shares; 2025Q4: 350,670 shares; 2026Q1: 380,006 shares 380,006 $18.3M <0.01% +29,336 Timeline PCEF 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: 961,309 shares; 2024Q4: 974,442 shares; 2025Q1: 958,620 shares; 2025Q2: 1,101,222 shares; 2025Q3: 1,106,861 shares; 2025Q4: 1,101,072 shares; 2026Q1: 973,632 shares 973,632 $18.3M <0.01% -127,440 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,949 shares; 2024Q4: 569,234 shares; 2025Q1: 549,632 shares; 2025Q2: 421,754 shares; 2025Q3: 584,190 shares; 2025Q4: 579,877 shares; 2026Q1: 632,728 shares 632,728 $18.3M <0.01% +52,851 Timeline NTSX 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: 296,778 shares; 2024Q4: 430,903 shares; 2025Q1: 448,283 shares; 2025Q2: 473,552 shares; 2025Q3: 320,428 shares; 2025Q4: 335,030 shares; 2026Q1: 350,975 shares 350,975 $18.3M <0.01% +15,945 Timeline FLQS 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: 224,373 shares; 2024Q4: 245,163 shares; 2025Q1: 267,576 shares; 2025Q2: 289,786 shares; 2025Q3: 645,020 shares; 2025Q4: 647,821 shares; 2026Q1: 428,834 shares 428,834 $18.3M <0.01% -218,987 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885,141 shares; 2024Q4: 906,273 shares; 2025Q1: 2,144,278 shares; 2025Q2: 2,193,740 shares; 2025Q3: 2,235,768 shares; 2025Q4: 2,232,032 shares; 2026Q1: 2,238,255 shares 2,238,255 $18.3M <0.01% +6,223 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,803 shares; 2024Q4: 174,960 shares; 2025Q1: 183,631 shares; 2025Q2: 233,069 shares; 2025Q3: 266,959 shares; 2025Q4: 347,319 shares; 2026Q1: 310,464 shares 310,464 $18.3M <0.01% -36,855 Timeline GNR 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: 161,653 shares; 2024Q4: 158,206 shares; 2025Q1: 202,937 shares; 2025Q2: 160,626 shares; 2025Q3: 151,902 shares; 2025Q4: 161,465 shares; 2026Q1: 243,881 shares 243,881 $18.2M <0.01% +82,416 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,374 shares; 2024Q4: 146,657 shares; 2025Q1: 151,528 shares; 2025Q2: 172,825 shares; 2025Q3: 173,846 shares; 2025Q4: 178,184 shares; 2026Q1: 144,726 shares 144,726 $18.2M <0.01% -33,458 Timeline DRSK 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: 315,433 shares; 2024Q4: 347,729 shares; 2025Q1: 366,939 shares; 2025Q2: 412,087 shares; 2025Q3: 871,215 shares; 2025Q4: 862,385 shares; 2026Q1: 665,301 shares 665,301 $18.2M <0.01% -197,084 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,792 shares; 2024Q4: 72,135 shares; 2025Q1: 73,040 shares; 2025Q2: 74,527 shares; 2025Q3: 93,141 shares; 2025Q4: 95,300 shares; 2026Q1: 100,938 shares 100,938 $18.2M <0.01% +5,638 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,235 shares; 2024Q4: 28,465 shares; 2025Q1: 38,571 shares; 2025Q2: 46,658 shares; 2025Q3: 54,095 shares; 2025Q4: 88,214 shares; 2026Q1: 90,117 shares 90,117 $18.2M <0.01% +1,903 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,224 shares; 2024Q4: 225,236 shares; 2025Q1: 244,171 shares; 2025Q2: 255,218 shares; 2025Q3: 270,625 shares; 2025Q4: 434,132 shares; 2026Q1: 448,392 shares 448,392 $18.1M <0.01% +14,260 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,044 shares; 2024Q4: 100,712 shares; 2025Q1: 188,785 shares; 2025Q2: 214,676 shares; 2025Q3: 253,189 shares; 2025Q4: 397,479 shares; 2026Q1: 399,338 shares 399,338 $18.1M <0.01% +1,859 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,011 shares; 2024Q4: 217,848 shares; 2025Q1: 281,572 shares; 2025Q2: 275,626 shares; 2025Q3: 261,781 shares; 2025Q4: 277,444 shares; 2026Q1: 277,031 shares 277,031 $18.1M <0.01% -413 Timeline SDOG 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: 233,275 shares; 2024Q4: 221,924 shares; 2025Q1: 242,083 shares; 2025Q2: 252,140 shares; 2025Q3: 264,802 shares; 2025Q4: 272,503 shares; 2026Q1: 276,696 shares 276,696 $18M <0.01% +4,193 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,343 shares; 2024Q4: 145,130 shares; 2025Q1: 183,939 shares; 2025Q2: 238,624 shares; 2025Q3: 276,392 shares; 2025Q4: 274,000 shares; 2026Q1: 222,400 shares 222,400 $18M <0.01% -51,600 Timeline JEMA 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: 137,521 shares; 2024Q4: 163,226 shares; 2025Q1: 165,454 shares; 2025Q2: 172,414 shares; 2025Q3: 180,003 shares; 2025Q4: 195,059 shares; 2026Q1: 345,405 shares 345,405 $18M <0.01% +150,346 Timeline BBEU 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: 91,785 shares; 2024Q4: 86,750 shares; 2025Q1: 107,274 shares; 2025Q2: 200,235 shares; 2025Q3: 220,164 shares; 2025Q4: 248,476 shares; 2026Q1: 247,332 shares 247,332 $17.9M <0.01% -1,144 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,088 shares; 2025Q2: 211,576 shares; 2025Q3: 248,912 shares; 2025Q4: 258,356 shares; 2026Q1: 252,865 shares 252,865 $17.9M <0.01% -5,491 Timeline DIV 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: 808,688 shares; 2024Q4: 866,310 shares; 2025Q1: 938,037 shares; 2025Q2: 925,738 shares; 2025Q3: 948,190 shares; 2025Q4: 895,482 shares; 2026Q1: 941,539 shares 941,539 $17.8M <0.01% +46,057 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,119 shares; 2024Q4: 533,812 shares; 2025Q1: 535,525 shares; 2025Q2: 508,418 shares; 2025Q3: 482,198 shares; 2025Q4: 469,944 shares; 2026Q1: 471,091 shares 471,091 $17.8M <0.01% +1,147 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,071 shares; 2024Q4: 214,734 shares; 2025Q1: 230,355 shares; 2025Q2: 302,944 shares; 2025Q3: 349,004 shares; 2025Q4: 420,109 shares; 2026Q1: 525,733 shares 525,733 $17.7M <0.01% +105,624 Timeline CRUX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590,313 shares 590,313 $17.7M <0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,559 shares; 2024Q4: 649,788 shares; 2025Q1: 1,132,140 shares; 2025Q2: 1,174,809 shares; 2025Q3: 1,188,282 shares; 2025Q4: 1,237,972 shares; 2026Q1: 1,286,095 shares 1,286,095 $17.7M <0.01% +48,123 Timeline HEQT 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: 367,569 shares; 2024Q4: 1,086,617 shares; 2025Q1: 1,205,268 shares; 2025Q2: 628,224 shares; 2025Q3: 405,829 shares; 2025Q4: 459,311 shares; 2026Q1: 562,601 shares 562,601 $17.7M <0.01% +103,290 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,027 shares; 2024Q4: 38,553 shares; 2025Q1: 62,114 shares; 2025Q2: 95,120 shares; 2025Q3: 282,168 shares; 2025Q4: 393,867 shares; 2026Q1: 516,634 shares 516,634 $17.7M <0.01% +122,767 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,476 shares; 2024Q4: 534,252 shares; 2025Q1: 566,245 shares; 2025Q2: 629,753 shares; 2025Q3: 619,417 shares; 2025Q4: 673,922 shares; 2026Q1: 683,098 shares 683,098 $17.7M <0.01% +9,176 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,353 shares; 2024Q4: 457,297 shares; 2025Q1: 477,593 shares; 2025Q2: 393,230 shares; 2025Q3: 387,842 shares; 2025Q4: 383,269 shares; 2026Q1: 378,642 shares 378,642 $17.7M <0.01% -4,627 Timeline FUMB 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: 966,711 shares; 2024Q4: 883,554 shares; 2025Q1: 752,563 shares; 2025Q2: 734,455 shares; 2025Q3: 773,273 shares; 2025Q4: 755,634 shares; 2026Q1: 879,542 shares 879,542 $17.6M <0.01% +123,908 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952,399 shares; 2024Q4: 1,306,485 shares; 2025Q1: 1,113,258 shares; 2025Q2: 1,362,299 shares; 2025Q3: 1,452,239 shares; 2025Q4: 1,802,318 shares; 2026Q1: 2,421,530 shares 2,421,530 $17.6M <0.01% +619,212 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,806 shares; 2024Q4: 293,944 shares; 2025Q1: 421,963 shares; 2025Q2: 448,737 shares; 2025Q3: 490,085 shares; 2025Q4: 501,990 shares; 2026Q1: 509,228 shares 509,228 $17.6M <0.01% +7,238 Timeline FDM 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: 123,421 shares; 2024Q4: 167,123 shares; 2025Q1: 140,613 shares; 2025Q2: 141,811 shares; 2025Q3: 160,434 shares; 2025Q4: 169,032 shares; 2026Q1: 214,367 shares 214,367 $17.6M <0.01% +45,335 Timeline USAI 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: 360,499 shares; 2024Q4: 353,482 shares; 2025Q1: 382,703 shares; 2025Q2: 358,964 shares; 2025Q3: 393,988 shares; 2025Q4: 417,902 shares; 2026Q1: 373,644 shares 373,644 $17.6M <0.01% -44,258 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954,954 shares; 2024Q4: 1,160,459 shares; 2025Q1: 1,256,449 shares; 2025Q2: 1,399,477 shares; 2025Q3: 1,546,646 shares; 2025Q4: 1,640,030 shares; 2026Q1: 1,750,087 shares 1,750,087 $17.5M <0.01% +110,057 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670,997 shares; 2024Q4: 735,445 shares; 2025Q1: 851,424 shares; 2025Q2: 855,126 shares; 2025Q3: 921,157 shares; 2025Q4: 1,019,350 shares; 2026Q1: 1,092,561 shares 1,092,561 $17.4M <0.01% +73,211 Timeline PTIN 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: 489,054 shares; 2024Q4: 504,107 shares; 2025Q1: 558,983 shares; 2025Q2: 592,130 shares; 2025Q3: 594,683 shares; 2025Q4: 582,747 shares; 2026Q1: 532,818 shares 532,818 $17.3M <0.01% -49,929 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,566 shares; 2024Q4: 175,207 shares; 2025Q1: 187,893 shares; 2025Q2: 153,279 shares; 2025Q3: 316,110 shares; 2025Q4: 287,199 shares; 2026Q1: 286,665 shares 286,665 $17.3M <0.01% -534 Timeline XTL 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: 26,378 shares; 2024Q4: 97,251 shares; 2025Q1: 105,544 shares; 2025Q2: 15,205 shares; 2025Q3: 89,853 shares; 2025Q4: 43,952 shares; 2026Q1: 91,950 shares 91,950 $17.3M <0.01% +47,998 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,601 shares; 2024Q4: 265,054 shares; 2025Q1: 393,619 shares; 2025Q2: 373,667 shares; 2025Q3: 442,851 shares; 2025Q4: 480,518 shares; 2026Q1: 405,992 shares 405,992 $17.2M <0.01% -74,526 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 6,164 shares; 2025Q1: 6,656 shares; 2025Q2: 7,159 shares; 2025Q3: 8,208 shares; 2025Q4: 8,671 shares; 2026Q1: 8,993 shares 8,993 $17.2M <0.01% +322 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415,069 shares; 2024Q4: 3,421,081 shares; 2025Q1: 2,378,176 shares; 2025Q2: 1,898,223 shares; 2025Q3: 2,235,019 shares; 2025Q4: 2,252,995 shares; 2026Q1: 2,279,903 shares 2,279,903 $17.2M <0.01% +26,908 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,614 shares; 2024Q4: 226,381 shares; 2025Q1: 193,593 shares; 2025Q2: 215,174 shares; 2025Q3: 211,842 shares; 2025Q4: 206,709 shares; 2026Q1: 209,926 shares 209,926 $17.2M <0.01% +3,217 Timeline MDIV 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: 972,352 shares; 2024Q4: 1,086,964 shares; 2025Q1: 1,188,126 shares; 2025Q2: 1,196,971 shares; 2025Q3: 1,291,772 shares; 2025Q4: 1,006,366 shares; 2026Q1: 1,061,018 shares 1,061,018 $17.2M <0.01% +54,652 Timeline TAN 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: 196,392 shares; 2024Q4: 186,157 shares; 2025Q1: 189,940 shares; 2025Q2: 164,336 shares; 2025Q3: 220,277 shares; 2025Q4: 304,400 shares; 2026Q1: 307,898 shares 307,898 $17.2M <0.01% +3,498 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,842 shares; 2024Q4: 107,212 shares; 2025Q1: 187,097 shares; 2025Q2: 226,697 shares; 2025Q3: 238,444 shares; 2025Q4: 198,252 shares; 2026Q1: 399,612 shares 399,612 $17.1M <0.01% +201,360 Timeline FXG 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: 359,428 shares; 2024Q4: 316,048 shares; 2025Q1: 287,788 shares; 2025Q2: 284,445 shares; 2025Q3: 289,084 shares; 2025Q4: 271,312 shares; 2026Q1: 268,623 shares 268,623 $17.1M <0.01% -2,689 Timeline IGE 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: 51,321 shares; 2024Q4: 324,888 shares; 2025Q1: 269,858 shares; 2025Q2: 270,411 shares; 2025Q3: 263,305 shares; 2025Q4: 252,353 shares; 2026Q1: 271,770 shares 271,770 $17.1M <0.01% +19,417 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,826 shares; 2024Q4: 66,221 shares; 2025Q1: 51,600 shares; 2025Q2: 43,594 shares; 2025Q3: 115,964 shares; 2025Q4: 112,004 shares; 2026Q1: 107,020 shares 107,020 $17.1M <0.01% -4,984 Timeline KNGZ 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: 376,671 shares; 2024Q4: 386,115 shares; 2025Q1: 362,097 shares; 2025Q2: 364,547 shares; 2025Q3: 403,734 shares; 2025Q4: 458,411 shares; 2026Q1: 473,685 shares 473,685 $17.1M <0.01% +15,274 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,267 shares; 2024Q4: 47,744 shares; 2025Q1: 52,541 shares; 2025Q2: 62,682 shares; 2025Q3: 78,034 shares; 2025Q4: 68,929 shares; 2026Q1: 80,652 shares 80,652 $17M <0.01% +11,723 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,656 shares; 2024Q4: 137,723 shares; 2025Q1: 135,436 shares; 2025Q2: 142,441 shares; 2025Q3: 198,171 shares; 2025Q4: 374,208 shares; 2026Q1: 425,271 shares 425,271 $17M <0.01% +51,063 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,204 shares; 2024Q4: 505,872 shares; 2025Q1: 470,591 shares; 2025Q2: 524,643 shares; 2025Q3: 545,389 shares; 2025Q4: 584,905 shares; 2026Q1: 636,887 shares 636,887 $17M <0.01% +51,982 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 16,317 shares; 2025Q1: 20,880 shares; 2025Q2: 22,054 shares; 2025Q3: 25,770 shares; 2025Q4: 25,656 shares; 2026Q1: 23,247 shares 23,247 $17M <0.01% -2,409 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,892 shares; 2024Q4: 50,596 shares; 2025Q1: 53,432 shares; 2025Q2: 53,092 shares; 2025Q3: 50,621 shares; 2025Q4: 69,300 shares; 2026Q1: 60,093 shares 60,093 $17M <0.01% -9,207 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,469 shares; 2024Q4: 445,437 shares; 2025Q1: 616,996 shares; 2025Q2: 662,843 shares; 2025Q3: 701,349 shares; 2025Q4: 736,010 shares; 2026Q1: 759,279 shares 759,279 $17M <0.01% +23,269 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,047 shares; 2025Q4: 101,583 shares; 2026Q1: 560,006 shares 560,006 $16.9M <0.01% +458,423 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,343 shares; 2024Q4: 196,023 shares; 2025Q1: 202,975 shares; 2025Q2: 200,169 shares; 2025Q3: 247,651 shares; 2025Q4: 265,355 shares; 2026Q1: 242,552 shares 242,552 $16.9M <0.01% -22,803 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,886 shares; 2024Q4: 52,785 shares; 2025Q1: 36,383 shares; 2025Q2: 65,552 shares; 2025Q3: 96,840 shares; 2025Q4: 75,525 shares; 2026Q1: 92,491 shares 92,491 $16.9M <0.01% +16,966 Timeline SMDV 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: 242,384 shares; 2024Q4: 260,795 shares; 2025Q1: 263,225 shares; 2025Q2: 274,509 shares; 2025Q3: 265,807 shares; 2025Q4: 250,215 shares; 2026Q1: 246,118 shares 246,118 $16.9M <0.01% -4,097 Timeline GUNR 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: 304,669 shares; 2024Q4: 298,320 shares; 2025Q1: 267,589 shares; 2025Q2: 266,768 shares; 2025Q3: 301,020 shares; 2025Q4: 312,214 shares; 2026Q1: 306,519 shares 306,519 $16.9M <0.01% -5,695 Timeline HDGE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,731 shares; 2024Q4: 32,290 shares; 2025Q1: 131,772 shares; 2025Q2: 76,268 shares; 2025Q3: 436,272 shares; 2025Q4: 491,365 shares; 2026Q1: 941,755 shares 941,755 $16.9M <0.01% +450,390 Timeline IMFL 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: 282,066 shares; 2024Q4: 246,914 shares; 2025Q1: 311,875 shares; 2025Q2: 311,279 shares; 2025Q3: 331,311 shares; 2025Q4: 382,326 shares; 2026Q1: 533,688 shares 533,688 $16.9M <0.01% +151,362 Timeline GRPM 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: 192,037 shares; 2024Q4: 198,873 shares; 2025Q1: 175,930 shares; 2025Q2: 160,429 shares; 2025Q3: 122,795 shares; 2025Q4: 127,504 shares; 2026Q1: 142,700 shares 142,700 $16.9M <0.01% +15,196 Timeline EMCB 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: 195,354 shares; 2024Q4: 203,567 shares; 2025Q1: 214,506 shares; 2025Q2: 222,223 shares; 2025Q3: 212,421 shares; 2025Q4: 227,314 shares; 2026Q1: 255,647 shares 255,647 $16.7M <0.01% +28,333 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,635 shares; 2024Q4: 51,411 shares; 2025Q1: 119,382 shares; 2025Q2: 125,301 shares; 2025Q3: 138,796 shares; 2025Q4: 69,149 shares; 2026Q1: 189,771 shares 189,771 $16.7M <0.01% +120,622 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,842 shares; 2024Q4: 693,772 shares; 2025Q1: 746,943 shares; 2025Q2: 769,888 shares; 2025Q3: 833,596 shares; 2025Q4: 949,342 shares; 2026Q1: 948,767 shares 948,767 $16.7M <0.01% -575 Timeline IYT 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: 176,104 shares; 2024Q4: 272,954 shares; 2025Q1: 181,845 shares; 2025Q2: 195,345 shares; 2025Q3: 209,006 shares; 2025Q4: 223,052 shares; 2026Q1: 223,919 shares 223,919 $16.7M <0.01% +867 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,144 shares; 2025Q3: 28,122 shares; 2025Q4: 53,083 shares; 2026Q1: 317,198 shares 317,198 $16.6M <0.01% +264,115 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,137 shares; 2024Q4: 72,743 shares; 2025Q1: 80,375 shares; 2025Q2: 106,913 shares; 2025Q3: 106,043 shares; 2025Q4: 97,023 shares; 2026Q1: 118,531 shares 118,531 $16.6M <0.01% +21,508 Timeline SBND 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: 29,086 shares; 2024Q4: 29,086 shares; 2025Q1: 36,608 shares; 2025Q2: 44,712 shares; 2025Q3: 79,369 shares; 2025Q4: 574,020 shares; 2026Q1: 883,279 shares 883,279 $16.6M <0.01% +309,259 Timeline PSEP 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: 186,827 shares; 2024Q4: 187,937 shares; 2025Q1: 319,067 shares; 2025Q2: 338,746 shares; 2025Q3: 362,831 shares; 2025Q4: 399,985 shares; 2026Q1: 384,881 shares 384,881 $16.6M <0.01% -15,104 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,456 shares; 2024Q4: 65,757 shares; 2025Q1: 73,796 shares; 2025Q2: 90,461 shares; 2025Q3: 76,628 shares; 2025Q4: 73,841 shares; 2026Q1: 65,853 shares 65,853 $16.5M <0.01% -7,988 Timeline FIVA 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: 12,854 shares; 2024Q4: 12,833 shares; 2025Q1: 172,147 shares; 2025Q2: 234,833 shares; 2025Q3: 284,159 shares; 2025Q4: 271,965 shares; 2026Q1: 473,415 shares 473,415 $16.5M <0.01% +201,450 Timeline AGGH 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: 469,396 shares; 2024Q4: 455,410 shares; 2025Q1: 442,137 shares; 2025Q2: 497,693 shares; 2025Q3: 313,990 shares; 2025Q4: 407,470 shares; 2026Q1: 807,669 shares 807,669 $16.4M <0.01% +400,199 Timeline SMMD 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: 142,500 shares; 2024Q4: 139,469 shares; 2025Q1: 131,999 shares; 2025Q2: 158,245 shares; 2025Q3: 159,975 shares; 2025Q4: 182,368 shares; 2026Q1: 214,790 shares 214,790 $16.4M <0.01% +32,422 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,442 shares; 2024Q4: 43,898 shares; 2025Q1: 50,739 shares; 2025Q2: 66,669 shares; 2025Q3: 85,651 shares; 2025Q4: 195,151 shares; 2026Q1: 222,884 shares 222,884 $16.4M <0.01% +27,733 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,067 shares; 2024Q4: 126,093 shares; 2025Q1: 163,719 shares; 2025Q2: 183,953 shares; 2025Q3: 152,842 shares; 2025Q4: 152,664 shares; 2026Q1: 166,221 shares 166,221 $16.4M <0.01% +13,557 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,269 shares; 2024Q4: 19,148 shares; 2025Q1: 34,658 shares; 2025Q2: 35,474 shares; 2025Q3: 39,213 shares; 2025Q4: 42,422 shares; 2026Q1: 47,547 shares 47,547 $16.4M <0.01% +5,125 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750,561 shares; 2024Q4: 784,229 shares; 2025Q1: 2,757,434 shares; 2025Q2: 2,778,609 shares; 2025Q3: 2,743,128 shares; 2025Q4: 2,844,385 shares; 2026Q1: 2,863,101 shares 2,863,101 $16.3M <0.01% +18,716 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 592,465 shares; 2025Q2: 1,282,452 shares; 2025Q3: 1,258,863 shares; 2025Q4: 402,010 shares; 2026Q1: 1,035,384 shares 1,035,384 $16.3M <0.01% +633,374 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,188 shares; 2024Q4: 608,684 shares; 2025Q1: 612,403 shares; 2025Q2: 795,289 shares; 2025Q3: 851,307 shares; 2025Q4: 973,718 shares; 2026Q1: 1,082,245 shares 1,082,245 $16.3M <0.01% +108,527 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,780 shares; 2024Q4: 22,807 shares; 2025Q1: 26,176 shares; 2025Q2: 38,492 shares; 2025Q3: 40,312 shares; 2025Q4: 60,496 shares; 2026Q1: 63,995 shares 63,995 $16.3M <0.01% +3,499 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773,696 shares; 2024Q4: 866,385 shares; 2025Q1: 1,016,980 shares; 2025Q2: 927,680 shares; 2025Q3: 1,119,976 shares; 2025Q4: 1,169,820 shares; 2026Q1: 1,447,515 shares 1,447,515 $16.3M <0.01% +277,695 Timeline SPEU 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: 233,109 shares; 2024Q4: 205,681 shares; 2025Q1: 840,059 shares; 2025Q2: 346,640 shares; 2025Q3: 354,443 shares; 2025Q4: 363,730 shares; 2026Q1: 317,149 shares 317,149 $16.3M <0.01% -46,581 Timeline FRI 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: 1,371,749 shares; 2024Q4: 785,874 shares; 2025Q1: 850,251 shares; 2025Q2: 949,982 shares; 2025Q3: 905,805 shares; 2025Q4: 577,491 shares; 2026Q1: 570,398 shares 570,398 $16.2M <0.01% -7,093 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,175 shares; 2024Q4: 115,176 shares; 2025Q1: 136,497 shares; 2025Q2: 151,347 shares; 2025Q3: 166,034 shares; 2025Q4: 164,109 shares; 2026Q1: 148,761 shares 148,761 $16.2M <0.01% -15,348 Timeline DOL 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: 192,533 shares; 2024Q4: 205,684 shares; 2025Q1: 184,726 shares; 2025Q2: 199,912 shares; 2025Q3: 218,436 shares; 2025Q4: 237,124 shares; 2026Q1: 238,711 shares 238,711 $16.2M <0.01% +1,587 Timeline DFSD 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: 218,499 shares; 2024Q4: 233,287 shares; 2025Q1: 256,502 shares; 2025Q2: 314,963 shares; 2025Q3: 334,449 shares; 2025Q4: 355,761 shares; 2026Q1: 338,855 shares 338,855 $16.2M <0.01% -16,906 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,016 shares; 2024Q4: 26,833 shares; 2025Q1: 34,447 shares; 2025Q2: 35,499 shares; 2025Q3: 29,079 shares; 2025Q4: 28,948 shares; 2026Q1: 29,872 shares 29,872 $16.2M <0.01% +924 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,200 shares; 2024Q4: 335,549 shares; 2025Q1: 351,888 shares; 2025Q2: 331,011 shares; 2025Q3: 255,280 shares; 2025Q4: 298,409 shares; 2026Q1: 244,510 shares 244,510 $16.2M <0.01% -53,899 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,438 shares; 2024Q4: 163,785 shares; 2025Q1: 170,879 shares; 2025Q2: 183,386 shares; 2025Q3: 192,917 shares; 2025Q4: 195,552 shares; 2026Q1: 197,638 shares 197,638 $16.2M <0.01% +2,086 Timeline SCHE 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: 483,408 shares; 2024Q4: 514,576 shares; 2025Q1: 494,853 shares; 2025Q2: 439,210 shares; 2025Q3: 484,249 shares; 2025Q4: 488,798 shares; 2026Q1: 491,328 shares 491,328 $16.2M <0.01% +2,530 Timeline TPLC 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: 244,470 shares; 2024Q4: 256,808 shares; 2025Q1: 269,604 shares; 2025Q2: 278,887 shares; 2025Q3: 297,060 shares; 2025Q4: 334,046 shares; 2026Q1: 348,412 shares 348,412 $16.2M <0.01% +14,366 Timeline BBCA 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: 157,045 shares; 2024Q4: 169,286 shares; 2025Q1: 176,916 shares; 2025Q2: 151,322 shares; 2025Q3: 158,528 shares; 2025Q4: 166,671 shares; 2026Q1: 171,995 shares 171,995 $16.2M <0.01% +5,324 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,955 shares; 2024Q4: 591,398 shares; 2025Q1: 701,132 shares; 2025Q2: 633,971 shares; 2025Q3: 716,070 shares; 2025Q4: 654,356 shares; 2026Q1: 487,249 shares 487,249 $16.2M <0.01% -167,107 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,081 shares; 2024Q4: 398,820 shares; 2025Q1: 390,791 shares; 2025Q2: 386,639 shares; 2025Q3: 403,059 shares; 2025Q4: 419,789 shares; 2026Q1: 443,772 shares 443,772 $16.2M <0.01% +23,983 Timeline PRFD 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: 245,942 shares; 2024Q4: 255,287 shares; 2025Q1: 251,971 shares; 2025Q2: 311,333 shares; 2025Q3: 292,283 shares; 2025Q4: 308,685 shares; 2026Q1: 318,964 shares 318,964 $16.2M <0.01% +10,279 Timeline TUA 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: 390,118 shares; 2024Q4: 248,172 shares; 2025Q1: 536,403 shares; 2025Q2: 589,420 shares; 2025Q3: 373,274 shares; 2025Q4: 825,818 shares; 2026Q1: 765,074 shares 765,074 $16.1M <0.01% -60,744 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,696 shares; 2024Q4: 200,648 shares; 2025Q1: 302,473 shares; 2025Q2: 326,323 shares; 2025Q3: 350,720 shares; 2025Q4: 384,039 shares; 2026Q1: 374,206 shares 374,206 $16.1M <0.01% -9,833 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,377 shares; 2024Q4: 432,961 shares; 2025Q1: 673,980 shares; 2025Q2: 549,596 shares; 2025Q3: 571,095 shares; 2025Q4: 583,856 shares; 2026Q1: 601,378 shares 601,378 $16.1M <0.01% +17,522 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,826 shares; 2024Q4: 43,167 shares; 2025Q1: 68,531 shares; 2025Q2: 91,747 shares; 2025Q3: 182,472 shares; 2025Q4: 218,029 shares; 2026Q1: 302,280 shares 302,280 $16.1M <0.01% +84,251 Timeline IVOG 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: 173,274 shares; 2024Q4: 174,669 shares; 2025Q1: 159,227 shares; 2025Q2: 179,585 shares; 2025Q3: 156,505 shares; 2025Q4: 139,976 shares; 2026Q1: 128,414 shares 128,414 $16.1M <0.01% -11,562 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,338 shares; 2024Q4: 111,881 shares; 2025Q1: 113,519 shares; 2025Q2: 101,456 shares; 2025Q3: 100,864 shares; 2025Q4: 94,638 shares; 2026Q1: 128,188 shares 128,188 $16M <0.01% +33,550 Timeline HAP 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: 44,536 shares; 2024Q4: 41,650 shares; 2025Q1: 28,458 shares; 2025Q2: 27,152 shares; 2025Q3: 25,572 shares; 2025Q4: 70,019 shares; 2026Q1: 220,789 shares 220,789 $16M <0.01% +150,770 Timeline BSJU 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: 223,996 shares; 2024Q4: 226,855 shares; 2025Q1: 276,541 shares; 2025Q2: 523,003 shares; 2025Q3: 624,957 shares; 2025Q4: 536,669 shares; 2026Q1: 624,275 shares 624,275 $16M <0.01% +87,606 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761,003 shares; 2024Q4: 931,782 shares; 2025Q1: 892,621 shares; 2025Q2: 773,712 shares; 2025Q3: 820,108 shares; 2025Q4: 852,106 shares; 2026Q1: 796,345 shares 796,345 $16M <0.01% -55,761 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,944 shares; 2024Q4: 97,492 shares; 2025Q1: 92,102 shares; 2025Q2: 105,205 shares; 2025Q3: 114,820 shares; 2025Q4: 97,657 shares; 2026Q1: 81,347 shares 81,347 $15.9M <0.01% -16,310 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,861 shares; 2024Q4: 85,528 shares; 2025Q1: 89,732 shares; 2025Q2: 86,104 shares; 2025Q3: 89,518 shares; 2025Q4: 194,473 shares; 2026Q1: 181,305 shares 181,305 $15.9M <0.01% -13,168 Timeline FREL 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: 312,951 shares; 2024Q4: 311,417 shares; 2025Q1: 357,459 shares; 2025Q2: 387,771 shares; 2025Q3: 423,463 shares; 2025Q4: 417,340 shares; 2026Q1: 588,435 shares 588,435 $15.8M <0.01% +171,095 Timeline LSAT 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: 688,805 shares; 2024Q4: 623,325 shares; 2025Q1: 580,098 shares; 2025Q2: 554,408 shares; 2025Q3: 510,214 shares; 2025Q4: 436,320 shares; 2026Q1: 401,436 shares 401,436 $15.8M <0.01% -34,884 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267,287 shares; 2026Q1: 207,599 shares 207,599 $15.8M <0.01% -59,688 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,918 shares; 2024Q4: 157,052 shares; 2025Q1: 247,010 shares; 2025Q2: 336,296 shares; 2025Q3: 347,879 shares; 2025Q4: 330,757 shares; 2026Q1: 365,983 shares 365,983 $15.8M <0.01% +35,226 Timeline ISCV 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: 84,363 shares; 2024Q4: 133,240 shares; 2025Q1: 150,439 shares; 2025Q2: 187,790 shares; 2025Q3: 170,000 shares; 2025Q4: 231,259 shares; 2026Q1: 226,955 shares 226,955 $15.8M <0.01% -4,304 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,416 shares; 2024Q4: 25,158 shares; 2025Q1: 21,496 shares; 2025Q2: 24,533 shares; 2025Q3: 26,229 shares; 2025Q4: 31,992 shares; 2026Q1: 32,143 shares 32,143 $15.8M <0.01% +151 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,333 shares; 2024Q4: 251,810 shares; 2025Q1: 431,349 shares; 2025Q2: 365,469 shares; 2025Q3: 365,980 shares; 2025Q4: 422,949 shares; 2026Q1: 455,159 shares 455,159 $15.8M <0.01% +32,210 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,526 shares; 2024Q4: 180,262 shares; 2025Q1: 234,234 shares; 2025Q2: 224,506 shares; 2025Q3: 244,246 shares; 2025Q4: 285,935 shares; 2026Q1: 337,484 shares 337,484 $15.7M <0.01% +51,549 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,088 shares; 2024Q4: 333,403 shares; 2025Q1: 458,231 shares; 2025Q2: 539,591 shares; 2025Q3: 689,377 shares; 2025Q4: 738,283 shares; 2026Q1: 927,435 shares 927,435 $15.7M <0.01% +189,152 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,153 shares; 2024Q4: 36,808 shares; 2025Q1: 35,718 shares; 2025Q2: 34,670 shares; 2025Q3: 29,166 shares; 2025Q4: 29,982 shares; 2026Q1: 29,081 shares 29,081 $15.7M <0.01% -901 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175,993 shares; 2024Q4: 1,202,832 shares; 2025Q1: 1,253,404 shares; 2025Q2: 1,282,380 shares; 2025Q3: 1,376,192 shares; 2025Q4: 1,478,856 shares; 2026Q1: 1,443,850 shares 1,443,850 $15.7M <0.01% -35,006 Timeline IGOV 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: 47,607 shares; 2024Q4: 105,612 shares; 2025Q1: 106,875 shares; 2025Q2: 183,866 shares; 2025Q3: 106,916 shares; 2025Q4: 237,641 shares; 2026Q1: 382,769 shares 382,769 $15.7M <0.01% +145,128 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,375 shares; 2024Q4: 38,662 shares; 2025Q1: 49,876 shares; 2025Q2: 52,275 shares; 2025Q3: 46,062 shares; 2025Q4: 47,033 shares; 2026Q1: 43,764 shares 43,764 $15.7M <0.01% -3,269 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,316 shares; 2024Q4: 69,863 shares; 2025Q1: 91,797 shares; 2025Q2: 117,769 shares; 2025Q3: 110,433 shares; 2025Q4: 112,744 shares; 2026Q1: 115,385 shares 115,385 $15.6M <0.01% +2,641 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 15,980 shares; 2025Q1: 40,220 shares; 2025Q2: 59,072 shares; 2025Q3: 79,766 shares; 2025Q4: 106,254 shares; 2026Q1: 112,397 shares 112,397 $15.6M <0.01% +6,143 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,219 shares; 2024Q4: 180,902 shares; 2025Q1: 299,779 shares; 2025Q2: 446,411 shares; 2025Q3: 461,637 shares; 2025Q4: 586,129 shares; 2026Q1: 656,588 shares 656,588 $15.6M <0.01% +70,459 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,690 shares; 2024Q4: 408,500 shares; 2025Q1: 448,090 shares; 2025Q2: 502,576 shares; 2025Q3: 519,497 shares; 2025Q4: 554,561 shares; 2026Q1: 577,573 shares 577,573 $15.6M <0.01% +23,012 Timeline PINK 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: 704,564 shares; 2024Q4: 105,330 shares; 2025Q1: 242,569 shares; 2025Q2: 194,597 shares; 2025Q3: 343,841 shares; 2025Q4: 905,040 shares; 2026Q1: 461,340 shares 461,340 $15.5M <0.01% -443,700 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,016 shares; 2024Q4: 52,824 shares; 2025Q1: 67,789 shares; 2025Q2: 50,450 shares; 2025Q3: 51,681 shares; 2025Q4: 58,725 shares; 2026Q1: 119,533 shares 119,533 $15.5M <0.01% +60,808 Timeline BEDY 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: not reported; 2025Q4: 79,430 shares; 2026Q1: 570,706 shares 570,706 $15.5M <0.01% +491,276 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,213 shares; 2024Q4: 114,824 shares; 2025Q1: 112,874 shares; 2025Q2: 141,213 shares; 2025Q3: 1,552,448 shares; 2025Q4: 1,644,310 shares; 2026Q1: 1,696,736 shares 1,696,736 $15.5M <0.01% +52,426 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,978 shares; 2024Q4: 143,433 shares; 2025Q1: 141,162 shares; 2025Q2: 208,113 shares; 2025Q3: 282,436 shares; 2025Q4: 388,743 shares; 2026Q1: 371,074 shares 371,074 $15.5M <0.01% -17,669 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,863 shares; 2024Q4: 70,325 shares; 2025Q1: 70,586 shares; 2025Q2: 68,689 shares; 2025Q3: 134,759 shares; 2025Q4: 143,922 shares; 2026Q1: 160,867 shares 160,867 $15.4M <0.01% +16,945 Timeline TMAT 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: 63,352 shares; 2024Q4: 82,813 shares; 2025Q1: 155,780 shares; 2025Q2: 305,969 shares; 2025Q3: 425,562 shares; 2025Q4: 458,633 shares; 2026Q1: 664,024 shares 664,024 $15.4M <0.01% +205,391 Timeline EQL 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: 54,537 shares; 2024Q4: 59,846 shares; 2025Q1: 65,901 shares; 2025Q2: 280,662 shares; 2025Q3: 292,204 shares; 2025Q4: 307,778 shares; 2026Q1: 323,275 shares 323,275 $15.4M <0.01% +15,497 Timeline IGBH 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: 88,540 shares; 2024Q4: 86,911 shares; 2025Q1: 121,946 shares; 2025Q2: 132,985 shares; 2025Q3: 135,389 shares; 2025Q4: 224,126 shares; 2026Q1: 635,203 shares 635,203 $15.4M <0.01% +411,077 Timeline EWG 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: 77,933 shares; 2024Q4: 196,092 shares; 2025Q1: 432,758 shares; 2025Q2: 551,242 shares; 2025Q3: 578,753 shares; 2025Q4: 578,196 shares; 2026Q1: 387,069 shares 387,069 $15.4M <0.01% -191,127 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,826 shares; 2025Q3: 28,814 shares; 2025Q4: 138,664 shares; 2026Q1: 282,461 shares 282,461 $15.4M <0.01% +143,797 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 3,223 shares; 2025Q1: 5,091 shares; 2025Q2: 6,035 shares; 2025Q3: 6,899 shares; 2025Q4: 10,190 shares; 2026Q1: 83,029 shares 83,029 $15.3M <0.01% +72,839 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,157 shares; 2024Q4: 786,369 shares; 2025Q1: 845,119 shares; 2025Q2: 924,756 shares; 2025Q3: 940,570 shares; 2025Q4: 991,421 shares; 2026Q1: 852,078 shares 852,078 $15.3M <0.01% -139,343 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818,474 shares; 2024Q4: 789,690 shares; 2025Q1: 717,326 shares; 2025Q2: 774,802 shares; 2025Q3: 767,714 shares; 2025Q4: 767,283 shares; 2026Q1: 699,741 shares 699,741 $15.3M <0.01% -67,542 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,441 shares; 2024Q4: 36,670 shares; 2025Q1: 47,830 shares; 2025Q2: 45,675 shares; 2025Q3: 51,244 shares; 2025Q4: 65,878 shares; 2026Q1: 62,392 shares 62,392 $15.3M <0.01% -3,486 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,369 shares; 2024Q4: 361,381 shares; 2025Q1: 396,466 shares; 2025Q2: 420,786 shares; 2025Q3: 428,717 shares; 2025Q4: 445,232 shares; 2026Q1: 470,342 shares 470,342 $15.3M <0.01% +25,110 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,093 shares; 2024Q4: 207,036 shares; 2025Q1: 212,647 shares; 2025Q2: 223,521 shares; 2025Q3: 245,046 shares; 2025Q4: 292,891 shares; 2026Q1: 284,863 shares 284,863 $15.2M <0.01% -8,028 Timeline NJNK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,758 shares; 2026Q1: 761,679 shares 761,679 $15.2M <0.01% +722,921 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,451 shares; 2024Q4: 58,972 shares; 2025Q1: 61,660 shares; 2025Q2: 72,089 shares; 2025Q3: 76,321 shares; 2025Q4: 80,366 shares; 2026Q1: 83,398 shares 83,398 $15.2M <0.01% +3,032 Timeline DFIS 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: 139,850 shares; 2024Q4: 157,394 shares; 2025Q1: 136,733 shares; 2025Q2: 158,226 shares; 2025Q3: 186,381 shares; 2025Q4: 247,942 shares; 2026Q1: 450,876 shares 450,876 $15.2M <0.01% +202,934 Timeline DWAS 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: 178,746 shares; 2024Q4: 198,821 shares; 2025Q1: 174,202 shares; 2025Q2: 155,818 shares; 2025Q3: 150,002 shares; 2025Q4: 129,089 shares; 2026Q1: 154,067 shares 154,067 $15.2M <0.01% +24,978 Timeline PWZ 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: 509,689 shares; 2024Q4: 552,990 shares; 2025Q1: 578,075 shares; 2025Q2: 582,260 shares; 2025Q3: 590,532 shares; 2025Q4: 597,009 shares; 2026Q1: 633,869 shares 633,869 $15.1M <0.01% +36,860 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,564 shares; 2024Q4: 94,019 shares; 2025Q1: 94,782 shares; 2025Q2: 106,589 shares; 2025Q3: 112,766 shares; 2025Q4: 115,107 shares; 2026Q1: 119,303 shares 119,303 $15.1M <0.01% +4,196 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425,331 shares; 2024Q4: 1,455,651 shares; 2025Q1: 1,383,779 shares; 2025Q2: 1,634,779 shares; 2025Q3: 1,811,236 shares; 2025Q4: 1,866,062 shares; 2026Q1: 1,750,956 shares 1,750,956 $15.1M <0.01% -115,106 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,144 shares; 2024Q4: 236,801 shares; 2025Q1: 200,348 shares; 2025Q2: 210,093 shares; 2025Q3: 243,477 shares; 2025Q4: 232,674 shares; 2026Q1: 227,687 shares 227,687 $15.1M <0.01% -4,987 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,195 shares; 2024Q4: 123,509 shares; 2025Q1: 309,287 shares; 2025Q2: 474,066 shares; 2025Q3: 887,218 shares; 2025Q4: 944,234 shares; 2026Q1: 1,042,447 shares 1,042,447 $15M <0.01% +98,213 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,565 shares; 2024Q4: 110,870 shares; 2025Q1: 114,046 shares; 2025Q2: 124,558 shares; 2025Q3: 118,517 shares; 2025Q4: 102,507 shares; 2026Q1: 114,569 shares 114,569 $15M <0.01% +12,062 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,822 shares; 2024Q4: 216,823 shares; 2025Q1: 222,706 shares; 2025Q2: 301,171 shares; 2025Q3: 340,342 shares; 2025Q4: 295,889 shares; 2026Q1: 320,008 shares 320,008 $15M <0.01% +24,119 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,295 shares; 2024Q4: 276,249 shares; 2025Q1: 319,276 shares; 2025Q2: 286,142 shares; 2025Q3: 284,494 shares; 2025Q4: 374,716 shares; 2026Q1: 367,103 shares 367,103 $15M <0.01% -7,613 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,758 shares 196,758 $15M <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,391 shares; 2024Q4: 26,138 shares; 2025Q1: 44,321 shares; 2025Q2: 70,194 shares; 2025Q3: 70,164 shares; 2025Q4: 89,537 shares; 2026Q1: 81,720 shares 81,720 $15M <0.01% -7,817 Timeline FLTB 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: 32,626 shares; 2024Q4: 105,205 shares; 2025Q1: 92,958 shares; 2025Q2: 119,752 shares; 2025Q3: 243,053 shares; 2025Q4: 288,480 shares; 2026Q1: 297,835 shares 297,835 $15M <0.01% +9,355 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929,849 shares; 2024Q4: 973,634 shares; 2025Q1: 1,045,487 shares; 2025Q2: 888,016 shares; 2025Q3: 892,657 shares; 2025Q4: 866,221 shares; 2026Q1: 897,449 shares 897,449 $15M <0.01% +31,228 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,891 shares; 2024Q4: 155,920 shares; 2025Q1: 152,878 shares; 2025Q2: 110,363 shares; 2025Q3: 204,713 shares; 2025Q4: 238,155 shares; 2026Q1: 276,222 shares 276,222 $14.9M <0.01% +38,067 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,450 shares; 2024Q4: 719,959 shares; 2025Q1: 773,459 shares; 2025Q2: 789,158 shares; 2025Q3: 825,593 shares; 2025Q4: 903,493 shares; 2026Q1: 505,237 shares 505,237 $14.9M <0.01% -398,256 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,038 shares; 2024Q4: 579,202 shares; 2025Q1: 873,618 shares; 2025Q2: 1,051,216 shares; 2025Q3: 1,075,778 shares; 2025Q4: 726,603 shares; 2026Q1: 628,714 shares 628,714 $14.9M <0.01% -97,889 Timeline FITE 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: 102,722 shares; 2024Q4: 193,256 shares; 2025Q1: 187,845 shares; 2025Q2: 178,888 shares; 2025Q3: 196,123 shares; 2025Q4: 157,217 shares; 2026Q1: 173,594 shares 173,594 $14.8M <0.01% +16,377 Timeline PICK 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: 93,057 shares; 2024Q4: 98,367 shares; 2025Q1: 92,277 shares; 2025Q2: 92,203 shares; 2025Q3: 145,999 shares; 2025Q4: 159,645 shares; 2026Q1: 262,118 shares 262,118 $14.8M <0.01% +102,473 Timeline SCHY 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: 214,884 shares; 2024Q4: 496,314 shares; 2025Q1: 204,190 shares; 2025Q2: 224,619 shares; 2025Q3: 278,792 shares; 2025Q4: 344,939 shares; 2026Q1: 466,610 shares 466,610 $14.8M <0.01% +121,671 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,394 shares; 2024Q4: 81,188 shares; 2025Q1: 119,866 shares; 2025Q2: 117,808 shares; 2025Q3: 113,533 shares; 2025Q4: 137,747 shares; 2026Q1: 170,188 shares 170,188 $14.8M <0.01% +32,441 Timeline KEMQ KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,012 shares; 2025Q4: 584,373 shares; 2026Q1: 650,227 shares 650,227 $14.7M <0.01% +65,854 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,764 shares; 2026Q1: 403,499 shares 403,499 $14.7M <0.01% +394,735 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,786 shares; 2024Q4: 97,692 shares; 2025Q1: 97,699 shares; 2025Q2: 101,437 shares; 2025Q3: 103,971 shares; 2025Q4: 108,785 shares; 2026Q1: 101,529 shares 101,529 $14.7M <0.01% -7,256 Timeline DYLD 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: 947,771 shares; 2024Q4: 941,194 shares; 2025Q1: 902,279 shares; 2025Q2: 883,971 shares; 2025Q3: 792,710 shares; 2025Q4: 691,767 shares; 2026Q1: 655,676 shares 655,676 $14.7M <0.01% -36,091 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,540 shares; 2024Q4: 348,835 shares; 2025Q1: 318,148 shares; 2025Q2: 341,669 shares; 2025Q3: 339,969 shares; 2025Q4: 330,584 shares; 2026Q1: 336,596 shares 336,596 $14.7M <0.01% +6,012 Timeline IBD 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: 225,300 shares; 2024Q4: 249,918 shares; 2025Q1: 308,288 shares; 2025Q2: 346,177 shares; 2025Q3: 351,080 shares; 2025Q4: 420,194 shares; 2026Q1: 615,486 shares 615,486 $14.7M <0.01% +195,292 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726,563 shares; 2024Q4: 756,768 shares; 2025Q1: 765,664 shares; 2025Q2: 818,404 shares; 2025Q3: 756,854 shares; 2025Q4: 753,496 shares; 2026Q1: 743,010 shares 743,010 $14.7M <0.01% -10,486 Timeline HYLB 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: 319,812 shares; 2024Q4: 381,677 shares; 2025Q1: 560,248 shares; 2025Q2: 375,703 shares; 2025Q3: 670,322 shares; 2025Q4: 688,356 shares; 2026Q1: 405,135 shares 405,135 $14.6M <0.01% -283,221 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,869 shares; 2024Q4: 460,275 shares; 2025Q1: 789,178 shares; 2025Q2: 866,035 shares; 2025Q3: 227,480 shares; 2025Q4: 164,555 shares; 2026Q1: 235,720 shares 235,720 $14.6M <0.01% +71,165 Timeline FLIA 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: 355,599 shares; 2024Q4: 387,418 shares; 2025Q1: 482,408 shares; 2025Q2: 921,363 shares; 2025Q3: 701,378 shares; 2025Q4: 726,197 shares; 2026Q1: 720,359 shares 720,359 $14.6M <0.01% -5,838 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,508 shares; 2024Q4: 53,675 shares; 2025Q1: 50,404 shares; 2025Q2: 79,837 shares; 2025Q3: 79,287 shares; 2025Q4: 75,209 shares; 2026Q1: 73,982 shares 73,982 $14.6M <0.01% -1,227 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,724 shares; 2024Q4: 452,242 shares; 2025Q1: 532,899 shares; 2025Q2: 189,846 shares; 2025Q3: 963,543 shares; 2025Q4: 1,075,653 shares; 2026Q1: 1,533,417 shares 1,533,417 $14.6M <0.01% +457,764 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,287 shares; 2024Q4: 664,401 shares; 2025Q1: 605,330 shares; 2025Q2: 663,500 shares; 2025Q3: 666,598 shares; 2025Q4: 510,106 shares; 2026Q1: 414,573 shares 414,573 $14.6M <0.01% -95,533 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,633 shares; 2024Q4: 23,092 shares; 2025Q1: 28,554 shares; 2025Q2: 79,050 shares; 2025Q3: 80,698 shares; 2025Q4: 81,519 shares; 2026Q1: 74,509 shares 74,509 $14.5M <0.01% -7,010 Timeline QTOP 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: 290,404 shares; 2025Q3: 440,312 shares; 2025Q4: 456,978 shares; 2026Q1: 485,641 shares 485,641 $14.5M <0.01% +28,663 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,189 shares; 2024Q4: 62,546 shares; 2025Q1: 52,431 shares; 2025Q2: 55,658 shares; 2025Q3: 49,559 shares; 2025Q4: 53,109 shares; 2026Q1: 54,465 shares 54,465 $14.5M <0.01% +1,356 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,883,312 shares; 2025Q1: 1,869,449 shares; 2025Q2: 1,572,352 shares; 2025Q3: 1,566,207 shares; 2025Q4: 802,159 shares; 2026Q1: 508,985 shares 508,985 $14.5M <0.01% -293,174 Timeline QDEF 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: 150,824 shares; 2024Q4: 152,403 shares; 2025Q1: 151,437 shares; 2025Q2: 164,500 shares; 2025Q3: 168,256 shares; 2025Q4: 175,605 shares; 2026Q1: 180,843 shares 180,843 $14.4M <0.01% +5,238 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,862 shares; 2024Q4: 43,792 shares; 2025Q1: 44,222 shares; 2025Q2: 52,028 shares; 2025Q3: 56,818 shares; 2025Q4: 55,255 shares; 2026Q1: 42,582 shares 42,582 $14.4M <0.01% -12,673 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,418 shares; 2024Q4: 75,130 shares; 2025Q1: 52,998 shares; 2025Q2: 58,965 shares; 2025Q3: 144,860 shares; 2025Q4: 152,119 shares; 2026Q1: 195,012 shares 195,012 $14.4M <0.01% +42,893 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,724 shares; 2024Q4: 92,879 shares; 2025Q1: 77,514 shares; 2025Q2: 59,583 shares; 2025Q3: 337,655 shares; 2025Q4: 384,364 shares; 2026Q1: 457,639 shares 457,639 $14.4M <0.01% +73,275 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,451 shares; 2024Q4: 67,315 shares; 2025Q1: 66,909 shares; 2025Q2: 64,555 shares; 2025Q3: 64,439 shares; 2025Q4: 63,932 shares; 2026Q1: 62,712 shares 62,712 $14.4M <0.01% -1,220 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,566 shares; 2024Q4: 27,791 shares; 2025Q1: 185,592 shares; 2025Q2: 221,990 shares; 2025Q3: 324,900 shares; 2025Q4: 295,226 shares; 2026Q1: 316,312 shares 316,312 $14.4M <0.01% +21,086 Timeline IXJ 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: 142,256 shares; 2024Q4: 145,761 shares; 2025Q1: 143,558 shares; 2025Q2: 130,476 shares; 2025Q3: 142,398 shares; 2025Q4: 146,572 shares; 2026Q1: 152,875 shares 152,875 $14.3M <0.01% +6,303 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,603 shares; 2024Q4: 133,148 shares; 2025Q1: 142,719 shares; 2025Q2: 123,827 shares; 2025Q3: 99,664 shares; 2025Q4: 118,013 shares; 2026Q1: 100,465 shares 100,465 $14.3M <0.01% -17,548 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,075 shares; 2024Q4: 37,738 shares; 2025Q1: 49,969 shares; 2025Q2: 54,423 shares; 2025Q3: 53,093 shares; 2025Q4: 42,856 shares; 2026Q1: 1,330,730 shares 1,330,730 $14.3M <0.01% +1,287,874 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,957 shares; 2024Q4: 161,741 shares; 2025Q1: 168,774 shares; 2025Q2: 210,222 shares; 2025Q3: 232,783 shares; 2025Q4: 250,193 shares; 2026Q1: 282,417 shares 282,417 $14.2M <0.01% +32,224 Timeline DJIA 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: 358,147 shares; 2024Q4: 423,731 shares; 2025Q1: 548,478 shares; 2025Q2: 547,726 shares; 2025Q3: 589,065 shares; 2025Q4: 648,311 shares; 2026Q1: 676,092 shares 676,092 $14.2M <0.01% +27,781 Timeline PTMC 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: 499,720 shares; 2024Q4: 545,835 shares; 2025Q1: 550,422 shares; 2025Q2: 540,717 shares; 2025Q3: 537,425 shares; 2025Q4: 435,694 shares; 2026Q1: 388,607 shares 388,607 $14.2M <0.01% -47,087 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,886 shares; 2024Q4: 116,679 shares; 2025Q1: 121,147 shares; 2025Q2: 122,703 shares; 2025Q3: 123,493 shares; 2025Q4: 150,503 shares; 2026Q1: 124,411 shares 124,411 $14.2M <0.01% -26,092 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,252 shares; 2024Q4: 233,706 shares; 2025Q1: 254,473 shares; 2025Q2: 296,660 shares; 2025Q3: 304,358 shares; 2025Q4: 240,240 shares; 2026Q1: 255,743 shares 255,743 $14.1M <0.01% +15,503 Timeline DAPP 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: 646,874 shares; 2024Q4: 822,264 shares; 2025Q1: 1,035,932 shares; 2025Q2: 1,030,348 shares; 2025Q3: 1,350,028 shares; 2025Q4: 1,012,978 shares; 2026Q1: 946,888 shares 946,888 $14.1M <0.01% -66,090 Timeline FLGV 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: 80,294 shares; 2024Q4: 118,475 shares; 2025Q1: 223,082 shares; 2025Q2: 426,696 shares; 2025Q3: 513,794 shares; 2025Q4: 643,340 shares; 2026Q1: 690,502 shares 690,502 $14.1M <0.01% +47,162 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,229 shares; 2024Q4: 47,376 shares; 2025Q1: 53,194 shares; 2025Q2: 54,703 shares; 2025Q3: 60,018 shares; 2025Q4: 53,271 shares; 2026Q1: 56,746 shares 56,746 $14.1M <0.01% +3,475 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,903 shares; 2026Q1: 513,587 shares 513,587 $14.1M <0.01% +87,684 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551,445 shares; 2024Q4: 730,089 shares; 2025Q1: 961,343 shares; 2025Q2: 812,323 shares; 2025Q3: 826,571 shares; 2025Q4: 953,333 shares; 2026Q1: 1,222,601 shares 1,222,601 $14.1M <0.01% +269,268 Timeline QMOM 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: 46,431 shares; 2024Q4: 70,853 shares; 2025Q1: 140,899 shares; 2025Q2: 135,435 shares; 2025Q3: 172,000 shares; 2025Q4: 175,751 shares; 2026Q1: 204,826 shares 204,826 $14M <0.01% +29,075 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,617 shares; 2024Q4: 73,579 shares; 2025Q1: 71,059 shares; 2025Q2: 73,741 shares; 2025Q3: 108,189 shares; 2025Q4: 126,150 shares; 2026Q1: 149,427 shares 149,427 $14M <0.01% +23,277 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,118 shares; 2024Q4: 29,890 shares; 2025Q1: 23,951 shares; 2025Q2: 42,969 shares; 2025Q3: 40,528 shares; 2025Q4: 40,163 shares; 2026Q1: 50,905 shares 50,905 $14M <0.01% +10,742 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,199 shares; 2024Q4: 332,294 shares; 2025Q1: 380,798 shares; 2025Q2: 419,681 shares; 2025Q3: 445,935 shares; 2025Q4: 494,043 shares; 2026Q1: 538,308 shares 538,308 $13.9M <0.01% +44,265 Timeline BUFT 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: 254,031 shares; 2024Q4: 357,950 shares; 2025Q1: 377,793 shares; 2025Q2: 212,630 shares; 2025Q3: 321,341 shares; 2025Q4: 378,925 shares; 2026Q1: 561,554 shares 561,554 $13.9M <0.01% +182,629 Timeline ENFR 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: 133,507 shares; 2024Q4: 224,097 shares; 2025Q1: 280,968 shares; 2025Q2: 323,169 shares; 2025Q3: 367,280 shares; 2025Q4: 315,542 shares; 2026Q1: 364,318 shares 364,318 $13.9M <0.01% +48,776 Timeline FLMB 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: 16,890 shares; 2024Q4: 18,537 shares; 2025Q1: 17,572 shares; 2025Q2: 696,854 shares; 2025Q3: 587,670 shares; 2025Q4: 585,766 shares; 2026Q1: 588,945 shares 588,945 $13.9M <0.01% +3,179 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,005 shares; 2024Q4: 80,053 shares; 2025Q1: 78,897 shares; 2025Q2: 82,844 shares; 2025Q3: 94,562 shares; 2025Q4: 107,673 shares; 2026Q1: 95,645 shares 95,645 $13.9M <0.01% -12,028 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,973 shares; 2024Q4: 342,202 shares; 2025Q1: 217,329 shares; 2025Q2: 209,004 shares; 2025Q3: 225,089 shares; 2025Q4: 201,167 shares; 2026Q1: 209,949 shares 209,949 $13.9M <0.01% +8,782 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,157 shares; 2024Q4: 69,051 shares; 2025Q1: 127,220 shares; 2025Q2: 135,461 shares; 2025Q3: 196,175 shares; 2025Q4: 175,985 shares; 2026Q1: 142,089 shares 142,089 $13.8M <0.01% -33,896 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,568 shares; 2024Q4: 50,358 shares; 2025Q1: 58,148 shares; 2025Q2: 57,233 shares; 2025Q3: 54,613 shares; 2025Q4: 57,271 shares; 2026Q1: 63,621 shares 63,621 $13.8M <0.01% +6,350 Timeline BUFB 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: 119,878 shares; 2024Q4: 237,040 shares; 2025Q1: 300,945 shares; 2025Q2: 284,681 shares; 2025Q3: 296,292 shares; 2025Q4: 323,228 shares; 2026Q1: 383,596 shares 383,596 $13.8M <0.01% +60,368 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049,472 shares; 2024Q4: 1,139,010 shares; 2025Q1: 1,206,414 shares; 2025Q2: 1,657,295 shares; 2025Q3: 1,780,223 shares; 2025Q4: 1,885,667 shares; 2026Q1: 1,979,093 shares 1,979,093 $13.8M <0.01% +93,426 Timeline EYLD 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: 359,059 shares; 2024Q4: 515,399 shares; 2025Q1: 531,033 shares; 2025Q2: 310,251 shares; 2025Q3: 314,203 shares; 2025Q4: 313,258 shares; 2026Q1: 331,017 shares 331,017 $13.7M <0.01% +17,759 Timeline PSK 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: 603,048 shares; 2024Q4: 594,020 shares; 2025Q1: 560,804 shares; 2025Q2: 496,300 shares; 2025Q3: 464,200 shares; 2025Q4: 477,119 shares; 2026Q1: 444,457 shares 444,457 $13.7M <0.01% -32,662 Timeline ESPO 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: 76,005 shares; 2024Q4: 80,999 shares; 2025Q1: 92,115 shares; 2025Q2: 171,599 shares; 2025Q3: 234,079 shares; 2025Q4: 191,688 shares; 2026Q1: 151,091 shares 151,091 $13.7M <0.01% -40,597 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,528 shares; 2024Q4: 288,469 shares; 2025Q1: 295,308 shares; 2025Q2: 283,500 shares; 2025Q3: 345,785 shares; 2025Q4: 342,103 shares; 2026Q1: 339,478 shares 339,478 $13.7M <0.01% -2,625 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,769 shares; 2024Q4: 281,545 shares; 2025Q1: 376,251 shares; 2025Q2: 434,488 shares; 2025Q3: 509,755 shares; 2025Q4: 599,033 shares; 2026Q1: 649,780 shares 649,780 $13.6M <0.01% +50,747 Timeline SHYD 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: 319,116 shares; 2024Q4: 282,928 shares; 2025Q1: 319,847 shares; 2025Q2: 314,047 shares; 2025Q3: 316,643 shares; 2025Q4: 335,339 shares; 2026Q1: 599,969 shares 599,969 $13.6M <0.01% +264,630 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,223 shares; 2024Q4: 190,050 shares; 2025Q1: 224,805 shares; 2025Q2: 237,631 shares; 2025Q3: 220,450 shares; 2025Q4: 209,649 shares; 2026Q1: 177,912 shares 177,912 $13.6M <0.01% -31,737 Timeline FYT 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: 236,676 shares; 2024Q4: 228,747 shares; 2025Q1: 220,729 shares; 2025Q2: 196,208 shares; 2025Q3: 211,161 shares; 2025Q4: 218,137 shares; 2026Q1: 219,604 shares 219,604 $13.6M <0.01% +1,467 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,507 shares; 2024Q4: 397,979 shares; 2025Q1: 468,694 shares; 2025Q2: 603,709 shares; 2025Q3: 651,826 shares; 2025Q4: 713,872 shares; 2026Q1: 625,873 shares 625,873 $13.6M <0.01% -87,999 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,314 shares; 2024Q4: 142,424 shares; 2025Q1: 182,385 shares; 2025Q2: 227,193 shares; 2025Q3: 176,267 shares; 2025Q4: 162,743 shares; 2026Q1: 155,811 shares 155,811 $13.5M <0.01% -6,932 Timeline SPVM 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: 70,580 shares; 2024Q4: 73,515 shares; 2025Q1: 81,582 shares; 2025Q2: 109,725 shares; 2025Q3: 115,905 shares; 2025Q4: 139,258 shares; 2026Q1: 196,116 shares 196,116 $13.5M <0.01% +56,858 Timeline VTC 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: 108,888 shares; 2024Q4: 95,893 shares; 2025Q1: 103,682 shares; 2025Q2: 140,097 shares; 2025Q3: 147,517 shares; 2025Q4: 161,123 shares; 2026Q1: 175,698 shares 175,698 $13.5M <0.01% +14,575 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,195 shares; 2024Q4: 592,683 shares; 2025Q1: 568,457 shares; 2025Q2: 752,992 shares; 2025Q3: 721,312 shares; 2025Q4: 642,322 shares; 2026Q1: 628,205 shares 628,205 $13.5M <0.01% -14,117 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,408 shares; 2024Q4: 709,287 shares; 2025Q1: 816,693 shares; 2025Q2: 789,238 shares; 2025Q3: 952,601 shares; 2025Q4: 1,074,191 shares; 2026Q1: 937,988 shares 937,988 $13.5M <0.01% -136,203 Timeline IBTJ 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: 107,304 shares; 2024Q4: 123,902 shares; 2025Q1: 297,756 shares; 2025Q2: 337,280 shares; 2025Q3: 345,918 shares; 2025Q4: 530,217 shares; 2026Q1: 616,659 shares 616,659 $13.5M <0.01% +86,442 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635,378 shares; 2024Q4: 688,650 shares; 2025Q1: 855,155 shares; 2025Q2: 758,483 shares; 2025Q3: 948,269 shares; 2025Q4: 936,391 shares; 2026Q1: 1,092,408 shares 1,092,408 $13.5M <0.01% +156,017 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,517 shares; 2025Q2: 245,875 shares; 2025Q3: 303,762 shares; 2025Q4: 342,893 shares; 2026Q1: 382,715 shares 382,715 $13.5M <0.01% +39,822 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,888 shares; 2024Q4: 143,666 shares; 2025Q1: 173,473 shares; 2025Q2: 196,706 shares; 2025Q3: 218,026 shares; 2025Q4: 256,138 shares; 2026Q1: 273,521 shares 273,521 $13.5M <0.01% +17,383 Timeline FLGB 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: 258,065 shares; 2024Q4: 210,903 shares; 2025Q1: 436,122 shares; 2025Q2: 389,894 shares; 2025Q3: 385,755 shares; 2025Q4: 392,481 shares; 2026Q1: 386,190 shares 386,190 $13.4M <0.01% -6,291 Timeline MORT 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: 786,416 shares; 2024Q4: 898,469 shares; 2025Q1: 1,366,939 shares; 2025Q2: 1,053,927 shares; 2025Q3: 1,107,802 shares; 2025Q4: 1,212,310 shares; 2026Q1: 1,306,504 shares 1,306,504 $13.4M <0.01% +94,194 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,027 shares; 2024Q4: 425,429 shares; 2025Q1: 434,735 shares; 2025Q2: 458,986 shares; 2025Q3: 499,469 shares; 2025Q4: 447,582 shares; 2026Q1: 179,977 shares 179,977 $13.4M <0.01% -267,605 Timeline MGOV 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: 29,622 shares; 2025Q3: 195,617 shares; 2025Q4: 206,164 shares; 2026Q1: 660,423 shares 660,423 $13.4M <0.01% +454,259 Timeline IEV 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: 134,419 shares; 2024Q4: 116,807 shares; 2025Q1: 406,035 shares; 2025Q2: 307,926 shares; 2025Q3: 165,248 shares; 2025Q4: 242,587 shares; 2026Q1: 197,033 shares 197,033 $13.4M <0.01% -45,554 Timeline INTF 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: 70,909 shares; 2024Q4: 72,055 shares; 2025Q1: 89,640 shares; 2025Q2: 250,523 shares; 2025Q3: 275,692 shares; 2025Q4: 317,046 shares; 2026Q1: 342,607 shares 342,607 $13.3M <0.01% +25,561 Timeline PFLD 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: 791,511 shares; 2024Q4: 882,502 shares; 2025Q1: 1,241,986 shares; 2025Q2: 1,195,922 shares; 2025Q3: 955,480 shares; 2025Q4: 741,076 shares; 2026Q1: 688,879 shares 688,879 $13.3M <0.01% -52,197 Timeline CVSB 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: 126,915 shares; 2024Q4: 183,150 shares; 2025Q1: 151,943 shares; 2025Q2: 179,373 shares; 2025Q3: 185,577 shares; 2025Q4: 211,629 shares; 2026Q1: 262,983 shares 262,983 $13.3M <0.01% +51,354 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,139 shares; 2024Q4: 107,519 shares; 2025Q1: 114,659 shares; 2025Q2: 111,707 shares; 2025Q3: 109,981 shares; 2025Q4: 133,560 shares; 2026Q1: 368,055 shares 368,055 $13.3M <0.01% +234,495 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,379 shares; 2024Q4: 44,532 shares; 2025Q1: 48,782 shares; 2025Q2: 42,633 shares; 2025Q3: 116,652 shares; 2025Q4: 125,605 shares; 2026Q1: 115,628 shares 115,628 $13.3M <0.01% -9,977 Timeline AVRE 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: 107,090 shares; 2024Q4: 153,877 shares; 2025Q1: 152,412 shares; 2025Q2: 179,963 shares; 2025Q3: 217,903 shares; 2025Q4: 257,798 shares; 2026Q1: 301,299 shares 301,299 $13.3M <0.01% +43,501 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,025 shares; 2024Q4: 30,843 shares; 2025Q1: 29,564 shares; 2025Q2: 22,242 shares; 2025Q3: 56,728 shares; 2025Q4: 51,281 shares; 2026Q1: 53,674 shares 53,674 $13.3M <0.01% +2,393 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,213 shares; 2025Q1: 2,578 shares; 2025Q2: 3,016 shares; 2025Q3: 35,029 shares; 2025Q4: 33,865 shares; 2026Q1: 31,282 shares 31,282 $13.2M <0.01% -2,583 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,400 shares; 2024Q4: 120,925 shares; 2025Q1: 155,474 shares; 2025Q2: 58,187 shares; 2025Q3: 57,646 shares; 2025Q4: 54,413 shares; 2026Q1: 49,648 shares 49,648 $13.2M <0.01% -4,765 Timeline FBCG 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: 12,001 shares; 2024Q4: 15,804 shares; 2025Q1: 25,545 shares; 2025Q2: 102,754 shares; 2025Q3: 139,553 shares; 2025Q4: 192,749 shares; 2026Q1: 263,243 shares 263,243 $13.2M <0.01% +70,494 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,663 shares; 2024Q4: 136,337 shares; 2025Q1: 132,634 shares; 2025Q2: 109,106 shares; 2025Q3: 101,726 shares; 2025Q4: 157,472 shares; 2026Q1: 159,553 shares 159,553 $13.2M <0.01% +2,081 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,919 shares; 2024Q4: 74,597 shares; 2025Q1: 100,526 shares; 2025Q2: 115,084 shares; 2025Q3: 100,857 shares; 2025Q4: 105,958 shares; 2026Q1: 118,112 shares 118,112 $13.2M <0.01% +12,154 Timeline VIOV 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: 89,678 shares; 2024Q4: 117,802 shares; 2025Q1: 102,632 shares; 2025Q2: 123,166 shares; 2025Q3: 129,521 shares; 2025Q4: 128,684 shares; 2026Q1: 129,348 shares 129,348 $13.2M <0.01% +664 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,598 shares; 2024Q4: 89,784 shares; 2025Q1: 71,162 shares; 2025Q2: 85,879 shares; 2025Q3: 89,652 shares; 2025Q4: 97,030 shares; 2026Q1: 96,421 shares 96,421 $13.2M <0.01% -609 Timeline IAT 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: 193,950 shares; 2024Q4: 208,878 shares; 2025Q1: 213,540 shares; 2025Q2: 208,230 shares; 2025Q3: 241,301 shares; 2025Q4: 239,451 shares; 2026Q1: 244,324 shares 244,324 $13.2M <0.01% +4,873 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,926 shares; 2024Q4: 129,003 shares; 2025Q1: 129,822 shares; 2025Q2: 151,785 shares; 2025Q3: 136,009 shares; 2025Q4: 94,595 shares; 2026Q1: 85,804 shares 85,804 $13.1M <0.01% -8,791 Timeline IAK 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: 167,347 shares; 2024Q4: 112,097 shares; 2025Q1: 159,813 shares; 2025Q2: 185,155 shares; 2025Q3: 90,252 shares; 2025Q4: 86,862 shares; 2026Q1: 102,087 shares 102,087 $13.1M <0.01% +15,225 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875,567 shares; 2026Q1: 1,135,580 shares 1,135,580 $13.1M <0.01% +260,013 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,557 shares; 2024Q4: 88,164 shares; 2025Q1: 93,455 shares; 2025Q2: 99,055 shares; 2025Q3: 112,555 shares; 2025Q4: 148,123 shares; 2026Q1: 166,815 shares 166,815 $13.1M <0.01% +18,692 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,362 shares; 2024Q4: 291,920 shares; 2025Q1: 662,423 shares; 2025Q2: 556,369 shares; 2025Q3: 644,993 shares; 2025Q4: 633,301 shares; 2026Q1: 694,552 shares 694,552 $13M <0.01% +61,251 Timeline JHEM 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: 116,134 shares; 2024Q4: 19,107 shares; 2025Q1: 20,979 shares; 2025Q2: 23,723 shares; 2025Q3: 23,402 shares; 2025Q4: 527,802 shares; 2026Q1: 380,413 shares 380,413 $13M <0.01% -147,389 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,925 shares; 2024Q4: 167,752 shares; 2025Q1: 193,932 shares; 2025Q2: 255,923 shares; 2025Q3: 281,854 shares; 2025Q4: 298,061 shares; 2026Q1: 308,292 shares 308,292 $13M <0.01% +10,231 Timeline SMIG 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: 124,905 shares; 2024Q4: 152,625 shares; 2025Q1: 229,196 shares; 2025Q2: 448,422 shares; 2025Q3: 430,964 shares; 2025Q4: 442,766 shares; 2026Q1: 443,778 shares 443,778 $13M <0.01% +1,012 Timeline PFEB 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: 119,688 shares; 2024Q4: 116,744 shares; 2025Q1: 213,131 shares; 2025Q2: 222,140 shares; 2025Q3: 250,148 shares; 2025Q4: 266,535 shares; 2026Q1: 324,499 shares 324,499 $13M <0.01% +57,964 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,638 shares; 2024Q4: 47,255 shares; 2025Q1: 79,692 shares; 2025Q2: 91,183 shares; 2025Q3: 99,229 shares; 2025Q4: 105,511 shares; 2026Q1: 99,223 shares 99,223 $13M <0.01% -6,288 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,163 shares; 2024Q4: 338,168 shares; 2025Q1: 392,254 shares; 2025Q2: 339,767 shares; 2025Q3: 347,377 shares; 2025Q4: 462,738 shares; 2026Q1: 623,451 shares 623,451 $12.9M <0.01% +160,713 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,168 shares; 2024Q4: 370,636 shares; 2025Q1: 388,084 shares; 2025Q2: 412,686 shares; 2025Q3: 391,659 shares; 2025Q4: 356,456 shares; 2026Q1: 345,513 shares 345,513 $12.9M <0.01% -10,943 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,182 shares; 2024Q4: 318,061 shares; 2025Q1: 245,057 shares; 2025Q2: 274,892 shares; 2025Q3: 282,387 shares; 2025Q4: 327,447 shares; 2026Q1: 363,793 shares 363,793 $12.9M <0.01% +36,346 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,067 shares; 2024Q4: 318,777 shares; 2025Q1: 355,245 shares; 2025Q2: 381,027 shares; 2025Q3: 455,001 shares; 2025Q4: 469,536 shares; 2026Q1: 565,926 shares 565,926 $12.9M <0.01% +96,390 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,602 shares; 2024Q4: 208,996 shares; 2025Q1: 237,871 shares; 2025Q2: 262,135 shares; 2025Q3: 326,925 shares; 2025Q4: 368,068 shares; 2026Q1: 509,925 shares 509,925 $12.9M <0.01% +141,857 Timeline FYLD 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: 158,628 shares; 2024Q4: 194,531 shares; 2025Q1: 253,900 shares; 2025Q2: 339,385 shares; 2025Q3: 346,355 shares; 2025Q4: 362,448 shares; 2026Q1: 344,996 shares 344,996 $12.9M <0.01% -17,452 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,924 shares; 2024Q4: 394,509 shares; 2025Q1: 427,680 shares; 2025Q2: 434,417 shares; 2025Q3: 463,441 shares; 2025Q4: 505,967 shares; 2026Q1: 523,142 shares 523,142 $12.8M <0.01% +17,175 Timeline IDOG 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: 81,413 shares; 2024Q4: 76,751 shares; 2025Q1: 78,617 shares; 2025Q2: 77,456 shares; 2025Q3: 246,576 shares; 2025Q4: 299,217 shares; 2026Q1: 307,865 shares 307,865 $12.8M <0.01% +8,648 Timeline AAXJ 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: 22,767 shares; 2024Q4: 17,688 shares; 2025Q1: 12,012 shares; 2025Q2: 13,791 shares; 2025Q3: 17,608 shares; 2025Q4: 96,936 shares; 2026Q1: 133,104 shares 133,104 $12.8M <0.01% +36,168 Timeline RUSC 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: 299,560 shares; 2025Q3: 337,142 shares; 2025Q4: 356,123 shares; 2026Q1: 397,875 shares 397,875 $12.7M <0.01% +41,752 Timeline PFIG 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: 459,021 shares; 2024Q4: 281,133 shares; 2025Q1: 319,208 shares; 2025Q2: 368,557 shares; 2025Q3: 371,400 shares; 2025Q4: 478,311 shares; 2026Q1: 529,166 shares 529,166 $12.7M <0.01% +50,855 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 5,127 shares; 2025Q1: 5,324 shares; 2025Q2: 59,533 shares; 2025Q3: 57,799 shares; 2025Q4: 57,896 shares; 2026Q1: 66,278 shares 66,278 $12.7M <0.01% +8,382 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,664 shares; 2024Q4: 75,653 shares; 2025Q1: 18,507 shares; 2025Q2: 193,103 shares; 2025Q3: 246,995 shares; 2025Q4: 275,467 shares; 2026Q1: 319,065 shares 319,065 $12.7M <0.01% +43,598 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,246 shares; 2024Q4: 201,539 shares; 2025Q1: 231,189 shares; 2025Q2: 243,251 shares; 2025Q3: 251,052 shares; 2025Q4: 258,624 shares; 2026Q1: 264,119 shares 264,119 $12.7M <0.01% +5,495 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,141 shares; 2024Q4: 48,328 shares; 2025Q1: 40,151 shares; 2025Q2: 43,476 shares; 2025Q3: 53,081 shares; 2025Q4: 68,686 shares; 2026Q1: 63,729 shares 63,729 $12.6M <0.01% -4,957 Timeline VFMF 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: 37,846 shares; 2024Q4: 68,491 shares; 2025Q1: 76,057 shares; 2025Q2: 51,070 shares; 2025Q3: 59,167 shares; 2025Q4: 67,490 shares; 2026Q1: 81,342 shares 81,342 $12.6M <0.01% +13,852 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,593 shares; 2024Q4: 207,003 shares; 2025Q1: 242,432 shares; 2025Q2: 222,938 shares; 2025Q3: 194,944 shares; 2025Q4: 210,320 shares; 2026Q1: 194,304 shares 194,304 $12.6M <0.01% -16,016 Timeline IBMP 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: 215,777 shares; 2024Q4: 224,790 shares; 2025Q1: 407,925 shares; 2025Q2: 425,371 shares; 2025Q3: 442,647 shares; 2025Q4: 481,015 shares; 2026Q1: 492,697 shares 492,697 $12.5M <0.01% +11,682 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,274 shares; 2024Q4: 17,960 shares; 2025Q1: 30,463 shares; 2025Q2: 26,278 shares; 2025Q3: 41,818 shares; 2025Q4: 97,772 shares; 2026Q1: 93,974 shares 93,974 $12.5M <0.01% -3,798 Timeline PAPR 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: 156,141 shares; 2024Q4: 153,787 shares; 2025Q1: 231,856 shares; 2025Q2: 248,274 shares; 2025Q3: 280,127 shares; 2025Q4: 296,444 shares; 2026Q1: 314,737 shares 314,737 $12.5M <0.01% +18,293 Timeline CDX 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: 20,657 shares; 2024Q4: 25,853 shares; 2025Q1: 32,607 shares; 2025Q2: 421,603 shares; 2025Q3: 796,259 shares; 2025Q4: 725,182 shares; 2026Q1: 586,651 shares 586,651 $12.5M <0.01% -138,531 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,433 shares; 2024Q4: 426,899 shares; 2025Q1: 424,538 shares; 2025Q2: 468,184 shares; 2025Q3: 542,212 shares; 2025Q4: 575,314 shares; 2026Q1: 480,092 shares 480,092 $12.5M <0.01% -95,222 Timeline CATH 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: 101,056 shares; 2024Q4: 133,248 shares; 2025Q1: 135,206 shares; 2025Q2: 134,730 shares; 2025Q3: 148,319 shares; 2025Q4: 148,423 shares; 2026Q1: 159,331 shares 159,331 $12.5M <0.01% +10,908 Timeline EQAL 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: 214,896 shares; 2024Q4: 220,467 shares; 2025Q1: 224,963 shares; 2025Q2: 209,740 shares; 2025Q3: 210,754 shares; 2025Q4: 202,579 shares; 2026Q1: 225,595 shares 225,595 $12.4M <0.01% +23,016 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,580 shares; 2024Q4: 139,508 shares; 2025Q1: 244,453 shares; 2025Q2: 255,366 shares; 2025Q3: 280,193 shares; 2025Q4: 311,290 shares; 2026Q1: 269,841 shares 269,841 $12.4M <0.01% -41,449 Timeline IVOV 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: 90,983 shares; 2024Q4: 91,865 shares; 2025Q1: 99,822 shares; 2025Q2: 131,347 shares; 2025Q3: 118,266 shares; 2025Q4: 116,347 shares; 2026Q1: 121,596 shares 121,596 $12.4M <0.01% +5,249 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,841 shares; 2024Q4: 457,977 shares; 2025Q1: 496,203 shares; 2025Q2: 535,764 shares; 2025Q3: 691,252 shares; 2025Q4: 784,103 shares; 2026Q1: 719,771 shares 719,771 $12.4M <0.01% -64,332 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835,260 shares; 2024Q4: 673,266 shares; 2025Q1: 830,759 shares; 2025Q2: 1,172,127 shares; 2025Q3: 1,265,512 shares; 2025Q4: 1,320,330 shares; 2026Q1: 1,464,217 shares 1,464,217 $12.4M <0.01% +143,887 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,127 shares; 2024Q4: 96,988 shares; 2025Q1: 87,216 shares; 2025Q2: 99,229 shares; 2025Q3: 114,008 shares; 2025Q4: 129,113 shares; 2026Q1: 131,674 shares 131,674 $12.4M <0.01% +2,561 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,690 shares; 2024Q4: 573,859 shares; 2025Q1: 603,544 shares; 2025Q2: 609,227 shares; 2025Q3: 661,913 shares; 2025Q4: 693,805 shares; 2026Q1: 672,738 shares 672,738 $12.4M <0.01% -21,067 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,479 shares; 2024Q4: 227,107 shares; 2025Q1: 258,794 shares; 2025Q2: 277,118 shares; 2025Q3: 278,850 shares; 2025Q4: 292,896 shares; 2026Q1: 299,924 shares 299,924 $12.3M <0.01% +7,028 Timeline MSML 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: 87,092 shares; 2024Q4: 87,005 shares; 2025Q1: 84,293 shares; 2025Q2: 154,202 shares; 2025Q3: 169,718 shares; 2025Q4: 178,349 shares; 2026Q1: 189,650 shares 189,650 $12.3M <0.01% +11,301 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,082 shares; 2024Q4: 169,293 shares; 2025Q1: 188,665 shares; 2025Q2: 201,434 shares; 2025Q3: 102,401 shares; 2025Q4: 100,679 shares; 2026Q1: 94,961 shares 94,961 $12.3M <0.01% -5,718 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,945 shares; 2024Q4: 163,391 shares; 2025Q1: 96,491 shares; 2025Q2: 102,149 shares; 2025Q3: 97,513 shares; 2025Q4: 202,479 shares; 2026Q1: 185,946 shares 185,946 $12.3M <0.01% -16,533 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,215 shares; 2025Q2: 102,923 shares; 2025Q3: 140,774 shares; 2025Q4: 172,758 shares; 2026Q1: 244,383 shares 244,383 $12.3M <0.01% +71,625 Timeline TTEQ 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: not reported; 2025Q4: 233,742 shares; 2026Q1: 406,029 shares 406,029 $12.3M <0.01% +172,287 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,461 shares; 2024Q4: 592,578 shares; 2025Q1: 671,106 shares; 2025Q2: 747,666 shares; 2025Q3: 809,918 shares; 2025Q4: 1,022,240 shares; 2026Q1: 1,082,556 shares 1,082,556 $12.2M <0.01% +60,316 Timeline TDVI 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: 24,431 shares; 2025Q2: 82,206 shares; 2025Q3: 281,995 shares; 2025Q4: 406,776 shares; 2026Q1: 460,884 shares 460,884 $12.2M <0.01% +54,108 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,433 shares; 2024Q4: 201,296 shares; 2025Q1: 273,394 shares; 2025Q2: 432,743 shares; 2025Q3: 567,274 shares; 2025Q4: 723,813 shares; 2026Q1: 1,122,877 shares 1,122,877 $12.2M <0.01% +399,064 Timeline FTHF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,380 shares; 2026Q1: 324,812 shares 324,812 $12.1M <0.01% +317,432 Timeline EWT 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: 428,708 shares; 2024Q4: 464,978 shares; 2025Q1: 452,414 shares; 2025Q2: 434,612 shares; 2025Q3: 165,878 shares; 2025Q4: 154,364 shares; 2026Q1: 170,920 shares 170,920 $12.1M <0.01% +16,556 Timeline FSEP 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: 95,486 shares; 2024Q4: 100,301 shares; 2025Q1: 99,924 shares; 2025Q2: 194,904 shares; 2025Q3: 231,252 shares; 2025Q4: 243,763 shares; 2026Q1: 240,643 shares 240,643 $12.1M <0.01% -3,120 Timeline QCLN 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: 356,079 shares; 2024Q4: 308,173 shares; 2025Q1: 216,127 shares; 2025Q2: 188,386 shares; 2025Q3: 196,453 shares; 2025Q4: 250,739 shares; 2026Q1: 260,556 shares 260,556 $12.1M <0.01% +9,817 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,948 shares; 2024Q4: 425,892 shares; 2025Q1: 440,725 shares; 2025Q2: 476,951 shares; 2025Q3: 494,597 shares; 2025Q4: 499,288 shares; 2026Q1: 574,303 shares 574,303 $12.1M <0.01% +75,015 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,636 shares; 2025Q1: 12,628 shares; 2025Q2: 17,394 shares; 2025Q3: 20,527 shares; 2025Q4: 424,201 shares; 2026Q1: 730,518 shares 730,518 $12.1M <0.01% +306,317 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052,209 shares; 2024Q4: 1,252,972 shares; 2025Q1: 1,346,805 shares; 2025Q2: 1,741,971 shares; 2025Q3: 2,039,358 shares; 2025Q4: 1,858,843 shares; 2026Q1: 1,756,068 shares 1,756,068 $12.1M <0.01% -102,775 Timeline CAM 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: not reported; 2025Q3: not reported; 2025Q4: 441,373 shares; 2026Q1: 482,594 shares 482,594 $12M <0.01% +41,221 Timeline COM 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: 46,546 shares; 2024Q4: 83,567 shares; 2025Q1: 96,629 shares; 2025Q2: 62,374 shares; 2025Q3: 61,334 shares; 2025Q4: 58,455 shares; 2026Q1: 358,447 shares 358,447 $12M <0.01% +299,992 Timeline FCOM 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: 103,152 shares; 2024Q4: 128,004 shares; 2025Q1: 181,932 shares; 2025Q2: 241,133 shares; 2025Q3: 151,386 shares; 2025Q4: 183,194 shares; 2026Q1: 175,827 shares 175,827 $12M <0.01% -7,367 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,474 shares; 2024Q4: 581,965 shares; 2025Q1: 674,783 shares; 2025Q2: 539,255 shares; 2025Q3: 592,878 shares; 2025Q4: 786,784 shares; 2026Q1: 982,588 shares 982,588 $12M <0.01% +195,804 Timeline BSMQ 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: 352,529 shares; 2024Q4: 359,727 shares; 2025Q1: 423,036 shares; 2025Q2: 500,997 shares; 2025Q3: 510,847 shares; 2025Q4: 531,212 shares; 2026Q1: 506,513 shares 506,513 $12M <0.01% -24,699 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,802 shares; 2024Q4: 289,780 shares; 2025Q1: 342,248 shares; 2025Q2: 377,436 shares; 2025Q3: 427,419 shares; 2025Q4: 478,530 shares; 2026Q1: 511,146 shares 511,146 $12M <0.01% +32,616 Timeline TAIL 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: 107,491 shares; 2024Q4: 99,563 shares; 2025Q1: 109,382 shares; 2025Q2: 95,365 shares; 2025Q3: 638,975 shares; 2025Q4: 1,421,835 shares; 2026Q1: 1,020,235 shares 1,020,235 $11.9M <0.01% -401,600 Timeline VFMV 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: 38,626 shares; 2024Q4: 20,491 shares; 2025Q1: 33,365 shares; 2025Q2: 95,580 shares; 2025Q3: 105,931 shares; 2025Q4: 107,815 shares; 2026Q1: 89,657 shares 89,657 $11.9M <0.01% -18,158 Timeline POWR 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: 304,957 shares; 2024Q4: 314,157 shares; 2025Q1: 328,807 shares; 2025Q2: 348,941 shares; 2025Q3: 350,121 shares; 2025Q4: 361,991 shares; 2026Q1: 455,271 shares 455,271 $11.9M <0.01% +93,280 Timeline QQQH 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: 73,654 shares; 2025Q2: 119,679 shares; 2025Q3: 195,752 shares; 2025Q4: 215,797 shares; 2026Q1: 231,934 shares 231,934 $11.9M <0.01% +16,137 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,854 shares; 2024Q4: 40,590 shares; 2025Q1: 49,659 shares; 2025Q2: 53,159 shares; 2025Q3: 97,452 shares; 2025Q4: 108,214 shares; 2026Q1: 111,213 shares 111,213 $11.9M <0.01% +2,999 Timeline REZ 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: 81,818 shares; 2024Q4: 180,811 shares; 2025Q1: 97,916 shares; 2025Q2: 119,020 shares; 2025Q3: 117,675 shares; 2025Q4: 144,563 shares; 2026Q1: 142,564 shares 142,564 $11.9M <0.01% -1,999 Timeline DIHP 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: 68,522 shares; 2024Q4: 81,526 shares; 2025Q1: 82,960 shares; 2025Q2: 94,606 shares; 2025Q3: 154,095 shares; 2025Q4: 320,434 shares; 2026Q1: 367,824 shares 367,824 $11.9M <0.01% +47,390 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,220 shares; 2024Q4: 60,699 shares; 2025Q1: 48,734 shares; 2025Q2: 55,727 shares; 2025Q3: 54,249 shares; 2025Q4: 88,153 shares; 2026Q1: 107,846 shares 107,846 $11.8M <0.01% +19,693 Timeline BSMR 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: 280,338 shares; 2024Q4: 298,378 shares; 2025Q1: 338,907 shares; 2025Q2: 426,482 shares; 2025Q3: 413,656 shares; 2025Q4: 445,800 shares; 2026Q1: 500,074 shares 500,074 $11.8M <0.01% +54,274 Timeline FTXN 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: 447,137 shares; 2024Q4: 506,608 shares; 2025Q1: 527,343 shares; 2025Q2: 490,829 shares; 2025Q3: 363,362 shares; 2025Q4: 238,888 shares; 2026Q1: 306,410 shares 306,410 $11.8M <0.01% +67,522 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,528 shares; 2024Q4: 82,867 shares; 2025Q1: 91,606 shares; 2025Q2: 96,810 shares; 2025Q3: 97,505 shares; 2025Q4: 108,096 shares; 2026Q1: 95,892 shares 95,892 $11.8M <0.01% -12,204 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504,707 shares; 2024Q4: 131,315 shares; 2025Q1: 144,134 shares; 2025Q2: 258,081 shares; 2025Q3: 258,347 shares; 2025Q4: 315,409 shares; 2026Q1: 308,931 shares 308,931 $11.8M <0.01% -6,478 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,115 shares; 2024Q4: 109,191 shares; 2025Q1: 119,882 shares; 2025Q2: 110,885 shares; 2025Q3: 113,030 shares; 2025Q4: 111,685 shares; 2026Q1: 118,509 shares 118,509 $11.8M <0.01% +6,824 Timeline STPZ 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: 222,258 shares; 2024Q4: 181,197 shares; 2025Q1: 182,764 shares; 2025Q2: 202,493 shares; 2025Q3: 231,098 shares; 2025Q4: 202,586 shares; 2026Q1: 217,622 shares 217,622 $11.8M <0.01% +15,036 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,659 shares; 2024Q4: 27,557 shares; 2025Q1: 28,338 shares; 2025Q2: 28,476 shares; 2025Q3: 31,899 shares; 2025Q4: 29,793 shares; 2026Q1: 32,288 shares 32,288 $11.7M <0.01% +2,495 Timeline CZA 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: 181,287 shares; 2024Q4: 188,477 shares; 2025Q1: 130,453 shares; 2025Q2: 120,731 shares; 2025Q3: 112,553 shares; 2025Q4: 108,857 shares; 2026Q1: 106,637 shares 106,637 $11.7M <0.01% -2,220 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,095 shares; 2024Q4: 670,785 shares; 2025Q1: 589,039 shares; 2025Q2: 663,639 shares; 2025Q3: 785,530 shares; 2025Q4: 792,531 shares; 2026Q1: 780,121 shares 780,121 $11.7M <0.01% -12,410 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,503 shares; 2024Q4: 195,629 shares; 2025Q1: 226,246 shares; 2025Q2: 215,150 shares; 2025Q3: 253,240 shares; 2025Q4: 283,013 shares; 2026Q1: 299,837 shares 299,837 $11.7M <0.01% +16,824 Timeline PNQI 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: 418,591 shares; 2024Q4: 452,221 shares; 2025Q1: 464,465 shares; 2025Q2: 415,174 shares; 2025Q3: 394,532 shares; 2025Q4: 369,489 shares; 2026Q1: 261,771 shares 261,771 $11.7M <0.01% -107,718 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688,176 shares; 2024Q4: 2,710,617 shares; 2025Q1: 2,730,010 shares; 2025Q2: 2,493,616 shares; 2025Q3: 2,612,909 shares; 2025Q4: 2,546,344 shares; 2026Q1: 2,292,797 shares 2,292,797 $11.7M <0.01% -253,547 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,561 shares; 2024Q4: 126,548 shares; 2025Q1: 134,222 shares; 2025Q2: 148,714 shares; 2025Q3: 107,921 shares; 2025Q4: 135,420 shares; 2026Q1: 135,574 shares 135,574 $11.7M <0.01% +154 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,700 shares; 2024Q4: 208,966 shares; 2025Q1: 227,851 shares; 2025Q2: 229,033 shares; 2025Q3: 230,217 shares; 2025Q4: 222,514 shares; 2026Q1: 182,244 shares 182,244 $11.7M <0.01% -40,270 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,703 shares; 2024Q4: 75,986 shares; 2025Q1: 83,515 shares; 2025Q2: 85,885 shares; 2025Q3: 86,453 shares; 2025Q4: 55,256 shares; 2026Q1: 53,780 shares 53,780 $11.7M <0.01% -1,476 Timeline PPH 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: 92,527 shares; 2024Q4: 57,373 shares; 2025Q1: 48,486 shares; 2025Q2: 48,228 shares; 2025Q3: 38,265 shares; 2025Q4: 94,744 shares; 2026Q1: 112,240 shares 112,240 $11.7M <0.01% +17,496 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,970 shares; 2024Q4: 186,716 shares; 2025Q1: 207,724 shares; 2025Q2: 237,194 shares; 2025Q3: 245,957 shares; 2025Q4: 243,768 shares; 2026Q1: 213,307 shares 213,307 $11.7M <0.01% -30,461 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,761 shares; 2024Q4: 84,159 shares; 2025Q1: 95,038 shares; 2025Q2: 97,874 shares; 2025Q3: 105,248 shares; 2025Q4: 115,453 shares; 2026Q1: 81,026 shares 81,026 $11.6M <0.01% -34,427 Timeline FDMO 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: 19,181 shares; 2024Q4: 21,854 shares; 2025Q1: 26,987 shares; 2025Q2: 32,611 shares; 2025Q3: 57,008 shares; 2025Q4: 106,798 shares; 2026Q1: 145,230 shares 145,230 $11.6M <0.01% +38,432 Timeline EWP 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: 6,467 shares; 2024Q4: 269,169 shares; 2025Q1: 418,037 shares; 2025Q2: 503,446 shares; 2025Q3: 247,501 shares; 2025Q4: 255,301 shares; 2026Q1: 213,635 shares 213,635 $11.6M <0.01% -41,666 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,329 shares; 2024Q4: 44,921 shares; 2025Q1: 159,870 shares; 2025Q2: 171,387 shares; 2025Q3: 196,546 shares; 2025Q4: 209,851 shares; 2026Q1: 259,478 shares 259,478 $11.6M <0.01% +49,627 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 129,510 shares; 2025Q1: 287,811 shares; 2025Q2: 542,963 shares; 2025Q3: 787,565 shares; 2025Q4: 734,360 shares; 2026Q1: 823,689 shares 823,689 $11.6M <0.01% +89,329 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,250 shares; 2024Q4: 96,556 shares; 2025Q1: 118,368 shares; 2025Q2: 125,097 shares; 2025Q3: 153,280 shares; 2025Q4: 175,987 shares; 2026Q1: 195,386 shares 195,386 $11.5M <0.01% +19,399 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968,375 shares; 2024Q4: 2,064,405 shares; 2025Q1: 2,072,457 shares; 2025Q2: 2,142,841 shares; 2025Q3: 1,032,143 shares; 2025Q4: 870,457 shares; 2026Q1: 668,681 shares 668,681 $11.5M <0.01% -201,776 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,038 shares; 2024Q4: 177,939 shares; 2025Q1: 184,925 shares; 2025Q2: 190,659 shares; 2025Q3: 196,329 shares; 2025Q4: 179,123 shares; 2026Q1: 177,210 shares 177,210 $11.5M <0.01% -1,913 Timeline EWI 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: 477,597 shares; 2024Q4: 350,474 shares; 2025Q1: 348,660 shares; 2025Q2: 396,300 shares; 2025Q3: 224,283 shares; 2025Q4: 244,532 shares; 2026Q1: 215,280 shares 215,280 $11.5M <0.01% -29,252 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,627 shares; 2024Q4: 96,080 shares; 2025Q1: 97,879 shares; 2025Q2: 105,276 shares; 2025Q3: 118,055 shares; 2025Q4: 126,060 shares; 2026Q1: 161,396 shares 161,396 $11.5M <0.01% +35,336 Timeline PCY 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: 654,497 shares; 2024Q4: 751,226 shares; 2025Q1: 684,397 shares; 2025Q2: 719,257 shares; 2025Q3: 786,472 shares; 2025Q4: 841,399 shares; 2026Q1: 547,382 shares 547,382 $11.4M <0.01% -294,017 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,620 shares; 2024Q4: 45,184 shares; 2025Q1: 67,068 shares; 2025Q2: 75,912 shares; 2025Q3: 93,018 shares; 2025Q4: 73,769 shares; 2026Q1: 81,855 shares 81,855 $11.4M <0.01% +8,086 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,166 shares; 2024Q4: 69,200 shares; 2025Q1: 59,478 shares; 2025Q2: 57,460 shares; 2025Q3: 56,189 shares; 2025Q4: 64,750 shares; 2026Q1: 53,897 shares 53,897 $11.4M <0.01% -10,853 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053,111 shares; 2024Q4: 1,624,495 shares; 2025Q1: 1,620,897 shares; 2025Q2: 1,777,420 shares; 2025Q3: 1,889,877 shares; 2025Q4: 1,937,118 shares; 2026Q1: 2,465,679 shares 2,465,679 $11.4M <0.01% +528,561 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 15,160 shares; 2025Q1: 18,047 shares; 2025Q2: 18,814 shares; 2025Q3: 24,510 shares; 2025Q4: 32,680 shares; 2026Q1: 41,638 shares 41,638 $11.4M <0.01% +8,958 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,367 shares; 2024Q4: 76,355 shares; 2025Q1: 102,897 shares; 2025Q2: 170,040 shares; 2025Q3: 253,091 shares; 2025Q4: 244,741 shares; 2026Q1: 305,490 shares 305,490 $11.4M <0.01% +60,749 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924,840 shares; 2024Q4: 933,125 shares; 2025Q1: 954,053 shares; 2025Q2: 1,035,045 shares; 2025Q3: 1,207,566 shares; 2025Q4: 1,363,639 shares; 2026Q1: 1,333,447 shares 1,333,447 $11.4M <0.01% -30,192 Timeline CDL 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: 68,608 shares; 2024Q4: 79,122 shares; 2025Q1: 135,648 shares; 2025Q2: 147,377 shares; 2025Q3: 154,576 shares; 2025Q4: 164,346 shares; 2026Q1: 152,446 shares 152,446 $11.4M <0.01% -11,900 Timeline BAB 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: 498,390 shares; 2024Q4: 541,008 shares; 2025Q1: 541,184 shares; 2025Q2: 388,146 shares; 2025Q3: 418,713 shares; 2025Q4: 460,265 shares; 2026Q1: 421,001 shares 421,001 $11.4M <0.01% -39,264 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674,391 shares; 2024Q4: 581,950 shares; 2025Q1: 464,096 shares; 2025Q2: 450,503 shares; 2025Q3: 417,149 shares; 2025Q4: 399,805 shares; 2026Q1: 375,812 shares 375,812 $11.3M <0.01% -23,993 Timeline JXI 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: 77,974 shares; 2024Q4: 42,070 shares; 2025Q1: 38,329 shares; 2025Q2: 41,425 shares; 2025Q3: 42,921 shares; 2025Q4: 120,786 shares; 2026Q1: 131,392 shares 131,392 $11.3M <0.01% +10,606 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 74,693 shares; 2025Q1: 88,226 shares; 2025Q2: 91,942 shares; 2025Q3: 120,277 shares; 2025Q4: 112,014 shares; 2026Q1: 111,528 shares 111,528 $11.3M <0.01% -486 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,932 shares; 2024Q4: 126,430 shares; 2025Q1: 138,024 shares; 2025Q2: 119,254 shares; 2025Q3: 136,159 shares; 2025Q4: 138,511 shares; 2026Q1: 168,191 shares 168,191 $11.3M <0.01% +29,680 Timeline SCHI 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: 85,860 shares; 2024Q4: 239,087 shares; 2025Q1: 314,553 shares; 2025Q2: 367,337 shares; 2025Q3: 423,680 shares; 2025Q4: 527,509 shares; 2026Q1: 497,421 shares 497,421 $11.3M <0.01% -30,088 Timeline PSH PGIM ETF TR More: the full row for PGIM 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: 29,011 shares; 2025Q3: 84,448 shares; 2025Q4: 126,483 shares; 2026Q1: 227,422 shares 227,422 $11.3M <0.01% +100,939 Timeline FDIS 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: 71,871 shares; 2024Q4: 107,982 shares; 2025Q1: 113,928 shares; 2025Q2: 113,979 shares; 2025Q3: 135,941 shares; 2025Q4: 133,440 shares; 2026Q1: 120,911 shares 120,911 $11.3M <0.01% -12,529 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,428 shares; 2024Q4: 684,672 shares; 2025Q1: 747,872 shares; 2025Q2: 595,235 shares; 2025Q3: 805,631 shares; 2025Q4: 736,719 shares; 2026Q1: 696,617 shares 696,617 $11.3M <0.01% -40,102 Timeline HISF 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: 116,330 shares; 2024Q4: 124,587 shares; 2025Q1: 110,511 shares; 2025Q2: 139,843 shares; 2025Q3: 160,286 shares; 2025Q4: 209,368 shares; 2026Q1: 253,950 shares 253,950 $11.3M <0.01% +44,582 Timeline APMU 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: 47,162 shares; 2024Q4: 41,197 shares; 2025Q1: 51,214 shares; 2025Q2: 366,731 shares; 2025Q3: 396,874 shares; 2025Q4: 437,552 shares; 2026Q1: 452,184 shares 452,184 $11.3M <0.01% +14,632 Timeline USMF 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: 111,673 shares; 2024Q4: 245,663 shares; 2025Q1: 419,864 shares; 2025Q2: 376,170 shares; 2025Q3: 246,450 shares; 2025Q4: 265,377 shares; 2026Q1: 226,175 shares 226,175 $11.2M <0.01% -39,202 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,011 shares; 2024Q4: 519,975 shares; 2025Q1: 634,974 shares; 2025Q2: 922,471 shares; 2025Q3: 1,029,537 shares; 2025Q4: 929,384 shares; 2026Q1: 792,177 shares 792,177 $11.2M <0.01% -137,207 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748,004 shares; 2024Q4: 962,075 shares; 2025Q1: 723,444 shares; 2025Q2: 764,110 shares; 2025Q3: 786,907 shares; 2025Q4: 862,723 shares; 2026Q1: 924,602 shares 924,602 $11.1M <0.01% +61,879 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,778 shares; 2024Q4: 160,261 shares; 2025Q1: 197,108 shares; 2025Q2: 212,226 shares; 2025Q3: 193,650 shares; 2025Q4: 174,974 shares; 2026Q1: 160,485 shares 160,485 $11.1M <0.01% -14,489 Timeline STXF 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: 129,432 shares; 2024Q4: 153,019 shares; 2025Q1: 175,662 shares; 2025Q2: 192,513 shares; 2025Q3: 226,419 shares; 2025Q4: 253,729 shares; 2026Q1: 265,132 shares 265,132 $11.1M <0.01% +11,403 Timeline EMHY 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: 171,328 shares; 2024Q4: 254,157 shares; 2025Q1: 262,595 shares; 2025Q2: 180,316 shares; 2025Q3: 247,791 shares; 2025Q4: 330,159 shares; 2026Q1: 282,405 shares 282,405 $11.1M <0.01% -47,754 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,197 shares; 2024Q4: 47,554 shares; 2025Q1: 48,342 shares; 2025Q2: 66,096 shares; 2025Q3: 155,383 shares; 2025Q4: 170,623 shares; 2026Q1: 150,418 shares 150,418 $11.1M <0.01% -20,205 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,999 shares; 2024Q4: 100,563 shares; 2025Q1: 242,466 shares; 2025Q2: 255,323 shares; 2025Q3: 257,662 shares; 2025Q4: 288,850 shares; 2026Q1: 278,231 shares 278,231 $11.1M <0.01% -10,619 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,459 shares; 2024Q4: 423,159 shares; 2025Q1: 460,267 shares; 2025Q2: 451,662 shares; 2025Q3: 414,763 shares; 2025Q4: 429,814 shares; 2026Q1: 488,950 shares 488,950 $11.1M <0.01% +59,136 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,046 shares; 2024Q4: 99,206 shares; 2025Q1: 105,638 shares; 2025Q2: 104,394 shares; 2025Q3: 105,627 shares; 2025Q4: 100,594 shares; 2026Q1: 107,918 shares 107,918 $11.1M <0.01% +7,324 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,352 shares; 2024Q4: 118,025 shares; 2025Q1: 133,926 shares; 2025Q2: 134,784 shares; 2025Q3: 241,911 shares; 2025Q4: 293,842 shares; 2026Q1: 981,426 shares 981,426 $11.1M <0.01% +687,584 Timeline CFA 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: 116,129 shares; 2024Q4: 122,744 shares; 2025Q1: 120,440 shares; 2025Q2: 119,159 shares; 2025Q3: 116,158 shares; 2025Q4: 117,370 shares; 2026Q1: 120,910 shares 120,910 $11.1M <0.01% +3,540 Timeline FEMS 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: 420,255 shares; 2024Q4: 424,504 shares; 2025Q1: 427,432 shares; 2025Q2: 411,052 shares; 2025Q3: 364,441 shares; 2025Q4: 244,219 shares; 2026Q1: 242,763 shares 242,763 $11.1M <0.01% -1,456 Timeline FLCC 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: 358,190 shares 358,190 $11.1M <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,244 shares; 2024Q4: 122,140 shares; 2025Q1: 130,209 shares; 2025Q2: 141,288 shares; 2025Q3: 151,710 shares; 2025Q4: 168,997 shares; 2026Q1: 162,439 shares 162,439 $11M <0.01% -6,558 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,467 shares; 2024Q4: 38,211 shares; 2025Q1: 34,101 shares; 2025Q2: 66,026 shares; 2025Q3: 64,776 shares; 2025Q4: 55,858 shares; 2026Q1: 63,567 shares 63,567 $11M <0.01% +7,709 Timeline NUBD 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: 320,602 shares; 2024Q4: 443,751 shares; 2025Q1: 453,774 shares; 2025Q2: 481,528 shares; 2025Q3: 409,041 shares; 2025Q4: 474,351 shares; 2026Q1: 496,737 shares 496,737 $11M <0.01% +22,386 Timeline IBND 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: 78,071 shares; 2024Q4: 162,294 shares; 2025Q1: 83,023 shares; 2025Q2: 144,021 shares; 2025Q3: 356,902 shares; 2025Q4: 299,477 shares; 2026Q1: 354,253 shares 354,253 $11M <0.01% +54,776 Timeline TQQQ 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: 62,291 shares; 2024Q4: 71,975 shares; 2025Q1: 73,283 shares; 2025Q2: 141,301 shares; 2025Q3: 144,087 shares; 2025Q4: 255,186 shares; 2026Q1: 263,544 shares 263,544 $11M <0.01% +8,358 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959,532 shares; 2024Q4: 1,880,185 shares; 2025Q1: 2,008,083 shares; 2025Q2: 1,802,719 shares; 2025Q3: 1,983,003 shares; 2025Q4: 2,092,012 shares; 2026Q1: 2,180,676 shares 2,180,676 $11M <0.01% +88,664 Timeline FCEF 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: 146,141 shares; 2024Q4: 157,699 shares; 2025Q1: 232,822 shares; 2025Q2: 231,873 shares; 2025Q3: 422,110 shares; 2025Q4: 415,261 shares; 2026Q1: 487,325 shares 487,325 $11M <0.01% +72,064 Timeline GVIP 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: 107,146 shares; 2024Q4: 103,215 shares; 2025Q1: 100,359 shares; 2025Q2: 77,707 shares; 2025Q3: 76,482 shares; 2025Q4: 81,040 shares; 2026Q1: 75,089 shares 75,089 $10.9M <0.01% -5,951 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711,483 shares; 2024Q4: 785,125 shares; 2025Q1: 900,457 shares; 2025Q2: 957,711 shares; 2025Q3: 898,731 shares; 2025Q4: 791,692 shares; 2026Q1: 481,693 shares 481,693 $10.9M <0.01% -309,999 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,994 shares; 2024Q4: 37,827 shares; 2025Q1: 63,050 shares; 2025Q2: 64,757 shares; 2025Q3: 230,310 shares; 2025Q4: 259,327 shares; 2026Q1: 175,701 shares 175,701 $10.9M <0.01% -83,626 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,345 shares; 2024Q4: 123,306 shares; 2025Q1: 120,015 shares; 2025Q2: 168,883 shares; 2025Q3: 242,309 shares; 2025Q4: 211,319 shares; 2026Q1: 192,984 shares 192,984 $10.9M <0.01% -18,335 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219,517 shares; 2024Q4: 1,222,614 shares; 2025Q1: 1,311,417 shares; 2025Q2: 1,344,583 shares; 2025Q3: 1,041,165 shares; 2025Q4: 1,043,192 shares; 2026Q1: 1,190,894 shares 1,190,894 $10.9M <0.01% +147,702 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,717 shares; 2024Q4: 382,556 shares; 2025Q1: 379,383 shares; 2025Q2: 366,921 shares; 2025Q3: 336,138 shares; 2025Q4: 443,247 shares; 2026Q1: 409,684 shares 409,684 $10.9M <0.01% -33,563 Timeline NYF 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: 106,931 shares; 2024Q4: 113,639 shares; 2025Q1: 118,892 shares; 2025Q2: 129,081 shares; 2025Q3: 152,302 shares; 2025Q4: 151,138 shares; 2026Q1: 205,111 shares 205,111 $10.9M <0.01% +53,973 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,193 shares; 2024Q4: 365,600 shares; 2025Q1: 361,454 shares; 2025Q2: 358,211 shares; 2025Q3: 196,070 shares; 2025Q4: 189,500 shares; 2026Q1: 185,190 shares 185,190 $10.9M <0.01% -4,310 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 25,951 shares; 2025Q1: 23,861 shares; 2025Q2: 35,879 shares; 2025Q3: 34,964 shares; 2025Q4: 35,031 shares; 2026Q1: 37,459 shares 37,459 $10.9M <0.01% +2,428 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933,324 shares; 2024Q4: 881,387 shares; 2025Q1: 556,109 shares; 2025Q2: 515,664 shares; 2025Q3: 477,936 shares; 2025Q4: 388,647 shares; 2026Q1: 459,055 shares 459,055 $10.9M <0.01% +70,408 Timeline SRVR 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: 273,915 shares; 2024Q4: 260,560 shares; 2025Q1: 329,709 shares; 2025Q2: 299,334 shares; 2025Q3: 302,316 shares; 2025Q4: 310,228 shares; 2026Q1: 348,582 shares 348,582 $10.9M <0.01% +38,354 Timeline IBMQ 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: 226,180 shares; 2024Q4: 215,939 shares; 2025Q1: 258,931 shares; 2025Q2: 265,242 shares; 2025Q3: 277,002 shares; 2025Q4: 294,479 shares; 2026Q1: 425,657 shares 425,657 $10.9M <0.01% +131,178 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,465 shares; 2025Q1: 87,506 shares; 2025Q2: 210,322 shares; 2025Q3: 270,880 shares; 2025Q4: 287,437 shares; 2026Q1: 327,683 shares 327,683 $10.8M <0.01% +40,246 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,207 shares; 2024Q4: 53,342 shares; 2025Q1: 69,112 shares; 2025Q2: 50,962 shares; 2025Q3: 59,984 shares; 2025Q4: 45,945 shares; 2026Q1: 48,301 shares 48,301 $10.8M <0.01% +2,356 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,585 shares; 2024Q4: 147,493 shares; 2025Q1: 177,345 shares; 2025Q2: 193,190 shares; 2025Q3: 237,195 shares; 2025Q4: 262,584 shares; 2026Q1: 253,724 shares 253,724 $10.8M <0.01% -8,860 Timeline FXI 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: 407,537 shares; 2024Q4: 501,794 shares; 2025Q1: 755,770 shares; 2025Q2: 819,711 shares; 2025Q3: 850,331 shares; 2025Q4: 568,673 shares; 2026Q1: 301,651 shares 301,651 $10.8M <0.01% -267,022 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,999 shares; 2024Q4: 32,449 shares; 2025Q1: 33,003 shares; 2025Q2: 34,788 shares; 2025Q3: 36,565 shares; 2025Q4: 38,892 shares; 2026Q1: 43,447 shares 43,447 $10.8M <0.01% +4,555 Timeline VSGX 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: 108,274 shares; 2024Q4: 120,145 shares; 2025Q1: 116,713 shares; 2025Q2: 118,257 shares; 2025Q3: 131,461 shares; 2025Q4: 135,107 shares; 2026Q1: 150,006 shares 150,006 $10.8M <0.01% +14,899 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,974 shares; 2024Q4: 44,006 shares; 2025Q1: 101,811 shares; 2025Q2: 147,256 shares; 2025Q3: 229,329 shares; 2025Q4: 241,523 shares; 2026Q1: 237,926 shares 237,926 $10.8M <0.01% -3,597 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,003 shares; 2024Q4: 92,451 shares; 2025Q1: 66,668 shares; 2025Q2: 107,931 shares; 2025Q3: 92,756 shares; 2025Q4: 81,346 shares; 2026Q1: 104,898 shares 104,898 $10.7M <0.01% +23,552 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 78,375 shares; 2025Q1: 167,190 shares; 2025Q2: 173,597 shares; 2025Q3: 179,348 shares; 2025Q4: 189,990 shares; 2026Q1: 188,602 shares 188,602 $10.7M <0.01% -1,388 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,631 shares; 2024Q4: 71,884 shares; 2025Q1: 81,656 shares; 2025Q2: 120,205 shares; 2025Q3: 166,316 shares; 2025Q4: 157,375 shares; 2026Q1: 233,932 shares 233,932 $10.7M <0.01% +76,557 Timeline SRET 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: 394,215 shares; 2024Q4: 364,064 shares; 2025Q1: 397,106 shares; 2025Q2: 432,435 shares; 2025Q3: 430,297 shares; 2025Q4: 471,040 shares; 2026Q1: 505,567 shares 505,567 $10.7M <0.01% +34,527 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,079 shares; 2024Q4: 7,129 shares; 2025Q1: 21,094 shares; 2025Q2: 45,512 shares; 2025Q3: 87,660 shares; 2025Q4: 130,583 shares; 2026Q1: 155,573 shares 155,573 $10.7M <0.01% +24,990 Timeline QLV 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: 95,355 shares; 2024Q4: 108,503 shares; 2025Q1: 145,460 shares; 2025Q2: 151,820 shares; 2025Q3: 153,845 shares; 2025Q4: 149,162 shares; 2026Q1: 147,856 shares 147,856 $10.6M <0.01% -1,306 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,787 shares; 2024Q4: 10,113 shares; 2025Q1: 10,798 shares; 2025Q2: 10,624 shares; 2025Q3: 14,435 shares; 2025Q4: 22,384 shares; 2026Q1: 31,365 shares 31,365 $10.6M <0.01% +8,981 Timeline RZV 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: 108,816 shares; 2024Q4: 102,273 shares; 2025Q1: 96,065 shares; 2025Q2: 94,189 shares; 2025Q3: 94,038 shares; 2025Q4: 71,170 shares; 2026Q1: 85,361 shares 85,361 $10.6M <0.01% +14,191 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976,040 shares; 2026Q1: 1,458,539 shares 1,458,539 $10.6M <0.01% +482,499 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,031 shares; 2024Q4: 66,915 shares; 2025Q1: 56,976 shares; 2025Q2: 58,904 shares; 2025Q3: 67,869 shares; 2025Q4: 74,091 shares; 2026Q1: 77,374 shares 77,374 $10.6M <0.01% +3,283 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,820 shares; 2024Q4: 148,898 shares; 2025Q1: 161,411 shares; 2025Q2: 259,285 shares; 2025Q3: 256,234 shares; 2025Q4: 266,477 shares; 2026Q1: 259,850 shares 259,850 $10.6M <0.01% -6,627 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,336 shares; 2024Q4: 25,997 shares; 2025Q1: 55,927 shares; 2025Q2: 28,119 shares; 2025Q3: 23,654 shares; 2025Q4: 64,847 shares; 2026Q1: 108,723 shares 108,723 $10.6M <0.01% +43,876 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,195 shares; 2024Q4: 35,445 shares; 2025Q1: 31,790 shares; 2025Q2: 48,515 shares; 2025Q3: 207,015 shares; 2025Q4: 200,301 shares; 2026Q1: 299,396 shares 299,396 $10.6M <0.01% +99,095 Timeline PGF 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: 1,252,124 shares; 2024Q4: 1,191,738 shares; 2025Q1: 1,241,815 shares; 2025Q2: 975,225 shares; 2025Q3: 854,754 shares; 2025Q4: 814,355 shares; 2026Q1: 768,701 shares 768,701 $10.6M <0.01% -45,654 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 5,732 shares; 2025Q1: 10,039 shares; 2025Q2: 6,848 shares; 2025Q3: 7,457 shares; 2025Q4: 9,304 shares; 2026Q1: 12,415 shares 12,415 $10.5M <0.01% +3,111 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,081 shares; 2024Q4: 94,152 shares; 2025Q1: 108,649 shares; 2025Q2: 117,223 shares; 2025Q3: 114,958 shares; 2025Q4: 104,847 shares; 2026Q1: 109,303 shares 109,303 $10.5M <0.01% +4,456 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,486 shares; 2025Q3: 80,883 shares; 2025Q4: 98,831 shares; 2026Q1: 252,158 shares 252,158 $10.5M <0.01% +153,327 Timeline HEZU 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: 284,275 shares; 2024Q4: 336,267 shares; 2025Q1: 220,032 shares; 2025Q2: 204,156 shares; 2025Q3: 229,648 shares; 2025Q4: 220,402 shares; 2026Q1: 240,935 shares 240,935 $10.5M <0.01% +20,533 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,335 shares; 2024Q4: 429,857 shares; 2025Q1: 430,904 shares; 2025Q2: 472,802 shares; 2025Q3: 569,110 shares; 2025Q4: 458,819 shares; 2026Q1: 255,666 shares 255,666 $10.5M <0.01% -203,153 Timeline FDEC 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: 199,570 shares; 2024Q4: 565,212 shares; 2025Q1: 126,706 shares; 2025Q2: 156,526 shares; 2025Q3: 188,948 shares; 2025Q4: 236,582 shares; 2026Q1: 211,150 shares 211,150 $10.5M <0.01% -25,432 Timeline EIPX 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: 197,466 shares; 2024Q4: 211,195 shares; 2025Q1: 334,836 shares; 2025Q2: 338,710 shares; 2025Q3: 308,977 shares; 2025Q4: 265,202 shares; 2026Q1: 326,424 shares 326,424 $10.5M <0.01% +61,222 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,735 shares; 2024Q4: 24,588 shares; 2025Q1: 24,378 shares; 2025Q2: 25,867 shares; 2025Q3: 32,288 shares; 2025Q4: 48,121 shares; 2026Q1: 42,822 shares 42,822 $10.5M <0.01% -5,299 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,773 shares; 2024Q4: 369,120 shares; 2025Q1: 403,797 shares; 2025Q2: 214,746 shares; 2025Q3: 238,648 shares; 2025Q4: 227,350 shares; 2026Q1: 207,954 shares 207,954 $10.5M <0.01% -19,396 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,856 shares; 2024Q4: 73,308 shares; 2025Q1: 20,132 shares; 2025Q2: 37,330 shares; 2025Q3: 112,220 shares; 2025Q4: 351,467 shares; 2026Q1: 378,656 shares 378,656 $10.5M <0.01% +27,189 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,728 shares; 2024Q4: 304,183 shares; 2025Q1: 414,623 shares; 2025Q2: 397,549 shares; 2025Q3: 442,056 shares; 2025Q4: 437,004 shares; 2026Q1: 421,922 shares 421,922 $10.5M <0.01% -15,082 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,068 shares; 2024Q4: 123,015 shares; 2025Q1: 129,414 shares; 2025Q2: 164,686 shares; 2025Q3: 116,810 shares; 2025Q4: 113,717 shares; 2026Q1: 160,447 shares 160,447 $10.5M <0.01% +46,730 Timeline RWO 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: 216,945 shares; 2024Q4: 240,190 shares; 2025Q1: 183,833 shares; 2025Q2: 183,742 shares; 2025Q3: 208,146 shares; 2025Q4: 211,253 shares; 2026Q1: 228,041 shares 228,041 $10.4M <0.01% +16,788 Timeline HAWX 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: 320,293 shares; 2024Q4: 417,378 shares; 2025Q1: 314,702 shares; 2025Q2: 248,812 shares; 2025Q3: 257,113 shares; 2025Q4: 261,667 shares; 2026Q1: 254,799 shares 254,799 $10.4M <0.01% -6,868 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838,004 shares; 2024Q4: 1,170,586 shares; 2025Q1: 1,315,745 shares; 2025Q2: 1,079,648 shares; 2025Q3: 1,690,923 shares; 2025Q4: 1,344,322 shares; 2026Q1: 1,098,486 shares 1,098,486 $10.4M <0.01% -245,836 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233,395 shares; 2024Q4: 1,048,411 shares; 2025Q1: 1,154,702 shares; 2025Q2: 1,190,266 shares; 2025Q3: 1,123,833 shares; 2025Q4: 1,092,812 shares; 2026Q1: 1,154,191 shares 1,154,191 $10.4M <0.01% +61,379 Timeline IBMO 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: 296,491 shares; 2024Q4: 338,110 shares; 2025Q1: 387,913 shares; 2025Q2: 388,657 shares; 2025Q3: 395,421 shares; 2025Q4: 410,264 shares; 2026Q1: 404,317 shares 404,317 $10.4M <0.01% -5,947 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,703 shares; 2024Q4: 395,336 shares; 2025Q1: 372,639 shares; 2025Q2: 324,876 shares; 2025Q3: 305,054 shares; 2025Q4: 313,532 shares; 2026Q1: 117,195 shares 117,195 $10.4M <0.01% -196,337 Timeline EWQ 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: 477,575 shares; 2024Q4: 314,790 shares; 2025Q1: 369,486 shares; 2025Q2: 369,684 shares; 2025Q3: 318,404 shares; 2025Q4: 258,737 shares; 2026Q1: 238,467 shares 238,467 $10.3M <0.01% -20,270 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046,927 shares; 2024Q4: 1,045,187 shares; 2025Q1: 1,045,187 shares; 2025Q2: 1,008,187 shares; 2025Q3: 1,003,369 shares; 2025Q4: 971,769 shares; 2026Q1: 946,769 shares 946,769 $10.3M <0.01% -25,000 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,319 shares; 2024Q4: 12,763 shares; 2025Q1: 15,957 shares; 2025Q2: 21,239 shares; 2025Q3: 26,996 shares; 2025Q4: 37,055 shares; 2026Q1: 47,688 shares 47,688 $10.3M <0.01% +10,633 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,858 shares; 2024Q4: 141,604 shares; 2025Q1: 148,261 shares; 2025Q2: 138,091 shares; 2025Q3: 135,042 shares; 2025Q4: 123,417 shares; 2026Q1: 143,750 shares 143,750 $10.3M <0.01% +20,333 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,363 shares; 2025Q3: 42,047 shares; 2025Q4: 54,759 shares; 2026Q1: 107,704 shares 107,704 $10.3M <0.01% +52,945 Timeline MOTI 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: 277,016 shares; 2024Q4: 202,436 shares; 2025Q1: 209,425 shares; 2025Q2: 232,882 shares; 2025Q3: 244,768 shares; 2025Q4: 267,817 shares; 2026Q1: 300,650 shares 300,650 $10.3M <0.01% +32,833 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 5,297 shares; 2025Q1: 4,873 shares; 2025Q2: 5,184 shares; 2025Q3: 9,770 shares; 2025Q4: 9,420 shares; 2026Q1: 12,980 shares 12,980 $10.3M <0.01% +3,560 Timeline WWJD 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: 81,637 shares; 2024Q4: 95,166 shares; 2025Q1: 102,504 shares; 2025Q2: 127,306 shares; 2025Q3: 181,629 shares; 2025Q4: 248,941 shares; 2026Q1: 274,119 shares 274,119 $10.2M <0.01% +25,178 Timeline GVAL 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: 12,933 shares; 2024Q4: 13,267 shares; 2025Q1: 24,177 shares; 2025Q2: 255,842 shares; 2025Q3: 388,618 shares; 2025Q4: 221,831 shares; 2026Q1: 308,933 shares 308,933 $10.2M <0.01% +87,102 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,012 shares; 2024Q4: 58,429 shares; 2025Q1: 62,817 shares; 2025Q2: 60,969 shares; 2025Q3: 101,664 shares; 2025Q4: 109,791 shares; 2026Q1: 179,840 shares 179,840 $10.2M <0.01% +70,049 Timeline GHYB 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: 304,048 shares; 2024Q4: 303,246 shares; 2025Q1: 328,205 shares; 2025Q2: 35,365 shares; 2025Q3: 85,816 shares; 2025Q4: 78,178 shares; 2026Q1: 229,352 shares 229,352 $10.2M <0.01% +151,174 Timeline KBWY 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: 517,189 shares; 2024Q4: 545,694 shares; 2025Q1: 593,978 shares; 2025Q2: 689,163 shares; 2025Q3: 712,204 shares; 2025Q4: 670,629 shares; 2026Q1: 668,767 shares 668,767 $10.2M <0.01% -1,862 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,768 shares; 2024Q4: 10,684 shares; 2025Q1: 10,665 shares; 2025Q2: 80,929 shares; 2025Q3: 188,436 shares; 2025Q4: 230,212 shares; 2026Q1: 365,272 shares 365,272 $10.2M <0.01% +135,060 Timeline IXP 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: 55,485 shares; 2024Q4: 56,143 shares; 2025Q1: 57,597 shares; 2025Q2: 66,129 shares; 2025Q3: 73,571 shares; 2025Q4: 88,079 shares; 2026Q1: 88,610 shares 88,610 $10.2M <0.01% +531 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,143 shares; 2024Q4: 98,123 shares; 2025Q1: 99,744 shares; 2025Q2: 65,559 shares; 2025Q3: 74,344 shares; 2025Q4: 75,044 shares; 2026Q1: 86,634 shares 86,634 $10.2M <0.01% +11,590 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,158 shares; 2024Q4: 34,811 shares; 2025Q1: 30,771 shares; 2025Q2: 30,452 shares; 2025Q3: 31,583 shares; 2025Q4: 32,388 shares; 2026Q1: 95,370 shares 95,370 $10.1M <0.01% +62,982 Timeline QIG 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: 193,938 shares; 2024Q4: 206,052 shares; 2025Q1: 205,639 shares; 2025Q2: 210,232 shares; 2025Q3: 220,930 shares; 2025Q4: 226,168 shares; 2026Q1: 228,159 shares 228,159 $10.1M <0.01% +1,991 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,869 shares; 2024Q4: 199,820 shares; 2025Q1: 183,177 shares; 2025Q2: 469,840 shares; 2025Q3: 487,388 shares; 2025Q4: 600,702 shares; 2026Q1: 595,330 shares 595,330 $10.1M <0.01% -5,372 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,321 shares; 2024Q4: 26,732 shares; 2025Q1: 27,961 shares; 2025Q2: 51,731 shares; 2025Q3: 167,517 shares; 2025Q4: 251,306 shares; 2026Q1: 277,114 shares 277,114 $10.1M <0.01% +25,808 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,347 shares; 2024Q4: 38,784 shares; 2025Q1: 31,229 shares; 2025Q2: 35,990 shares; 2025Q3: 55,419 shares; 2025Q4: 63,375 shares; 2026Q1: 58,874 shares 58,874 $10.1M <0.01% -4,501 Timeline WDIV 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: 101,362 shares; 2024Q4: 104,658 shares; 2025Q1: 110,546 shares; 2025Q2: 110,394 shares; 2025Q3: 125,652 shares; 2025Q4: 128,830 shares; 2026Q1: 130,708 shares 130,708 $10.1M <0.01% +1,878 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,770 shares; 2024Q4: 430,722 shares; 2025Q1: 646,649 shares; 2025Q2: 1,153,070 shares; 2025Q3: 1,019,039 shares; 2025Q4: 939,635 shares; 2026Q1: 697,000 shares 697,000 $10.1M <0.01% -242,635 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,599 shares; 2024Q4: 99,721 shares; 2025Q1: 120,081 shares; 2025Q2: 117,220 shares; 2025Q3: 129,201 shares; 2025Q4: 136,383 shares; 2026Q1: 111,325 shares 111,325 $10.1M <0.01% -25,058 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,038 shares; 2024Q4: 63,361 shares; 2025Q1: 65,838 shares; 2025Q2: 96,290 shares; 2025Q3: 113,754 shares; 2025Q4: 118,781 shares; 2026Q1: 207,367 shares 207,367 $10.1M <0.01% +88,586 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,805 shares; 2024Q4: 42,256 shares; 2025Q1: 41,984 shares; 2025Q2: 39,402 shares; 2025Q3: 145,325 shares; 2025Q4: 143,848 shares; 2026Q1: 120,073 shares 120,073 $10M <0.01% -23,775 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770,430 shares; 2024Q4: 741,390 shares; 2025Q1: 855,688 shares; 2025Q2: 925,509 shares; 2025Q3: 928,493 shares; 2025Q4: 796,679 shares; 2026Q1: 798,372 shares 798,372 $10M <0.01% +1,693 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,188 shares; 2024Q4: 247,071 shares; 2025Q1: 249,864 shares; 2025Q2: 260,467 shares; 2025Q3: 274,492 shares; 2025Q4: 300,756 shares; 2026Q1: 274,656 shares 274,656 $9.98M <0.01% -26,100 Timeline RFG 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: 301,231 shares; 2024Q4: 308,005 shares; 2025Q1: 201,641 shares; 2025Q2: 199,499 shares; 2025Q3: 188,051 shares; 2025Q4: 184,973 shares; 2026Q1: 181,554 shares 181,554 $9.95M <0.01% -3,419 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 3,633 shares; 2025Q1: 3,537 shares; 2025Q2: 4,379 shares; 2025Q3: 4,638 shares; 2025Q4: 4,419 shares; 2026Q1: 5,279 shares 5,279 $9.95M <0.01% +860 Timeline HERD 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: 200,773 shares; 2024Q4: 202,712 shares; 2025Q1: 200,952 shares; 2025Q2: 203,554 shares; 2025Q3: 219,778 shares; 2025Q4: 224,658 shares; 2026Q1: 217,382 shares 217,382 $9.94M <0.01% -7,276 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,261 shares; 2024Q4: 31,095 shares; 2025Q1: 21,230 shares; 2025Q2: 18,692 shares; 2025Q3: 18,312 shares; 2025Q4: 17,702 shares; 2026Q1: 21,398 shares 21,398 $9.93M <0.01% +3,696 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 9,738 shares; 2025Q1: 7,651 shares; 2025Q2: 8,290 shares; 2025Q3: 7,294 shares; 2025Q4: 7,338 shares; 2026Q1: 8,316 shares 8,316 $9.91M <0.01% +978 CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,074 shares; 2025Q2: 47,053 shares; 2025Q3: 87,185 shares; 2025Q4: 198,662 shares; 2026Q1: 306,980 shares 306,980 $9.91M <0.01% +108,318 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,650 shares; 2025Q2: 71,841 shares; 2025Q3: 129,347 shares; 2025Q4: 218,562 shares; 2026Q1: 248,966 shares 248,966 $9.9M <0.01% +30,404 Timeline