AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,035 shares; 2024Q4: 62,951 shares; 2025Q1: 62,735 shares; 2025Q2: 66,750 shares; 2025Q3: 56,325 shares; 2025Q4: 96,034 shares; 2026Q1: 97,342 shares 97,342 $9.87M <0.01% +1,308 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,688 shares; 2024Q4: 52,347 shares; 2025Q1: 51,866 shares; 2025Q2: 53,930 shares; 2025Q3: 68,520 shares; 2025Q4: 63,962 shares; 2026Q1: 81,791 shares 81,791 $9.86M <0.01% +17,829 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,309 shares; 2025Q2: 76,639 shares; 2025Q3: 180,721 shares; 2025Q4: 214,652 shares; 2026Q1: 260,700 shares 260,700 $9.84M <0.01% +46,048 Timeline BWX 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: 533,519 shares; 2024Q4: 527,610 shares; 2025Q1: 444,077 shares; 2025Q2: 401,392 shares; 2025Q3: 429,836 shares; 2025Q4: 426,296 shares; 2026Q1: 448,054 shares 448,054 $9.83M <0.01% +21,758 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681,080 shares; 2024Q4: 706,447 shares; 2025Q1: 1,094,450 shares; 2025Q2: 1,339,637 shares; 2025Q3: 1,519,571 shares; 2025Q4: 1,308,166 shares; 2026Q1: 1,067,835 shares 1,067,835 $9.83M <0.01% -240,331 Timeline JULW 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: 52,010 shares; 2024Q4: 66,080 shares; 2025Q1: 64,600 shares; 2025Q2: 90,519 shares; 2025Q3: 193,939 shares; 2025Q4: 254,632 shares; 2026Q1: 253,272 shares 253,272 $9.83M <0.01% -1,360 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,437 shares; 2024Q4: 267,527 shares; 2025Q1: 370,940 shares; 2025Q2: 436,718 shares; 2025Q3: 412,936 shares; 2025Q4: 372,642 shares; 2026Q1: 915,218 shares 915,218 $9.83M <0.01% +542,576 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,637 shares; 2024Q4: 282,020 shares; 2025Q1: 350,961 shares; 2025Q2: 393,067 shares; 2025Q3: 405,400 shares; 2025Q4: 501,067 shares; 2026Q1: 552,394 shares 552,394 $9.83M <0.01% +51,327 Timeline JPIN 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: 140,252 shares; 2024Q4: 143,759 shares; 2025Q1: 136,872 shares; 2025Q2: 134,848 shares; 2025Q3: 141,923 shares; 2025Q4: 145,624 shares; 2026Q1: 137,086 shares 137,086 $9.77M <0.01% -8,538 Timeline AVSU 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: 21,092 shares; 2024Q4: 14,384 shares; 2025Q1: 22,924 shares; 2025Q2: 131,277 shares; 2025Q3: 133,042 shares; 2025Q4: 134,917 shares; 2026Q1: 132,029 shares 132,029 $9.76M <0.01% -2,888 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,918 shares; 2024Q4: 163,719 shares; 2025Q1: 203,785 shares; 2025Q2: 233,629 shares; 2025Q3: 289,375 shares; 2025Q4: 368,610 shares; 2026Q1: 461,175 shares 461,175 $9.76M <0.01% +92,565 Timeline FEBW 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: 31,607 shares; 2024Q4: 23,225 shares; 2025Q1: 19,548 shares; 2025Q2: 31,026 shares; 2025Q3: 138,944 shares; 2025Q4: 134,926 shares; 2026Q1: 291,467 shares 291,467 $9.76M <0.01% +156,541 Timeline AFGR 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: 531,127 shares; 2024Q4: 550,785 shares; 2025Q1: 552,829 shares; 2025Q2: 399,486 shares; 2025Q3: 415,270 shares; 2025Q4: 366,621 shares; 2026Q1: 310,970 shares 310,970 $9.75M <0.01% -55,651 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,295 shares; 2024Q4: 57,352 shares; 2025Q1: 74,974 shares; 2025Q2: 99,989 shares; 2025Q3: 112,808 shares; 2025Q4: 107,657 shares; 2026Q1: 123,582 shares 123,582 $9.73M <0.01% +15,925 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,677 shares; 2024Q4: 35,952 shares; 2025Q1: 45,294 shares; 2025Q2: 69,238 shares; 2025Q3: 63,510 shares; 2025Q4: 67,706 shares; 2026Q1: 58,878 shares 58,878 $9.72M <0.01% -8,828 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,991 shares; 2024Q4: 200,671 shares; 2025Q1: 218,262 shares; 2025Q2: 322,779 shares; 2025Q3: 1,410,743 shares; 2025Q4: 1,752,926 shares; 2026Q1: 2,076,318 shares 2,076,318 $9.72M <0.01% +323,392 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,081 shares; 2024Q4: 250,930 shares; 2025Q1: 233,246 shares; 2025Q2: 227,362 shares; 2025Q3: 218,496 shares; 2025Q4: 219,239 shares; 2026Q1: 231,055 shares 231,055 $9.71M <0.01% +11,816 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,883 shares; 2024Q4: 36,692 shares; 2025Q1: 28,643 shares; 2025Q2: 27,856 shares; 2025Q3: 22,470 shares; 2025Q4: 23,457 shares; 2026Q1: 27,122 shares 27,122 $9.71M <0.01% +3,665 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,863 shares; 2024Q4: 108,598 shares; 2025Q1: 119,044 shares; 2025Q2: 101,576 shares; 2025Q3: 98,236 shares; 2025Q4: 102,115 shares; 2026Q1: 104,816 shares 104,816 $9.67M <0.01% +2,701 Timeline QEMM 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: 114,185 shares; 2024Q4: 113,040 shares; 2025Q1: 109,688 shares; 2025Q2: 106,021 shares; 2025Q3: 117,247 shares; 2025Q4: 124,313 shares; 2026Q1: 139,248 shares 139,248 $9.66M <0.01% +14,935 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114,589 shares; 2025Q3: 109,770 shares; 2025Q4: 110,109 shares; 2026Q1: 227,800 shares 227,800 $9.65M <0.01% +117,691 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,606 shares; 2026Q1: 192,304 shares 192,304 $9.64M <0.01% -31,302 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,432 shares; 2024Q4: 278,363 shares; 2025Q1: 355,467 shares; 2025Q2: 521,760 shares; 2025Q3: 362,984 shares; 2025Q4: 328,042 shares; 2026Q1: 365,895 shares 365,895 $9.63M <0.01% +37,853 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,268 shares; 2024Q4: 101,953 shares; 2025Q1: 103,236 shares; 2025Q2: 116,638 shares; 2025Q3: 112,035 shares; 2025Q4: 111,343 shares; 2026Q1: 877,337 shares 877,337 $9.63M <0.01% +765,994 Timeline SMB 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: 651,001 shares; 2024Q4: 553,642 shares; 2025Q1: 504,161 shares; 2025Q2: 558,498 shares; 2025Q3: 594,531 shares; 2025Q4: 635,320 shares; 2026Q1: 556,678 shares 556,678 $9.63M <0.01% -78,642 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,876 shares; 2024Q4: 43,192 shares; 2025Q1: 45,130 shares; 2025Q2: 47,856 shares; 2025Q3: 42,812 shares; 2025Q4: 44,168 shares; 2026Q1: 50,524 shares 50,524 $9.63M <0.01% +6,356 Timeline JPUS 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: 29,729 shares; 2024Q4: 22,461 shares; 2025Q1: 34,545 shares; 2025Q2: 57,402 shares; 2025Q3: 63,728 shares; 2025Q4: 69,305 shares; 2026Q1: 73,878 shares 73,878 $9.62M <0.01% +4,573 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 7,361 shares; 2025Q1: 13,857 shares; 2025Q2: 51,567 shares; 2025Q3: 186,598 shares; 2025Q4: 187,091 shares; 2026Q1: 166,005 shares 166,005 $9.62M <0.01% -21,086 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,153 shares; 2024Q4: 86,095 shares; 2025Q1: 90,584 shares; 2025Q2: 100,017 shares; 2025Q3: 96,392 shares; 2025Q4: 108,217 shares; 2026Q1: 119,426 shares 119,426 $9.6M <0.01% +11,209 Timeline PICB 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: 205,445 shares; 2024Q4: 300,315 shares; 2025Q1: 340,711 shares; 2025Q2: 352,517 shares; 2025Q3: 395,361 shares; 2025Q4: 341,055 shares; 2026Q1: 415,339 shares 415,339 $9.59M <0.01% +74,284 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,739 shares; 2024Q4: 132,680 shares; 2025Q1: 165,029 shares; 2025Q2: 174,829 shares; 2025Q3: 167,271 shares; 2025Q4: 202,414 shares; 2026Q1: 220,009 shares 220,009 $9.59M <0.01% +17,595 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,415 shares; 2025Q2: not reported; 2025Q3: 4,322 shares; 2025Q4: 4,118 shares; 2026Q1: 184,287 shares 184,287 $9.58M <0.01% +180,169 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,860 shares; 2024Q4: 117,700 shares; 2025Q1: 127,804 shares; 2025Q2: 97,062 shares; 2025Q3: 100,614 shares; 2025Q4: 97,136 shares; 2026Q1: 105,486 shares 105,486 $9.56M <0.01% +8,350 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662,076 shares; 2024Q4: 376,089 shares; 2025Q1: 380,016 shares; 2025Q2: 378,493 shares; 2025Q3: 433,596 shares; 2025Q4: 946,940 shares; 2026Q1: 1,375,956 shares 1,375,956 $9.56M <0.01% +429,016 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST 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: 157,885 shares; 2025Q3: 221,262 shares; 2025Q4: 289,231 shares; 2026Q1: 384,452 shares 384,452 $9.56M <0.01% +95,221 Timeline GAA 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: 263,073 shares; 2024Q4: 260,406 shares; 2025Q1: 262,423 shares; 2025Q2: 280,670 shares; 2025Q3: 275,490 shares; 2025Q4: 281,859 shares; 2026Q1: 284,878 shares 284,878 $9.53M <0.01% +3,019 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,446 shares; 2024Q4: 77,344 shares; 2025Q1: 85,375 shares; 2025Q2: 101,474 shares; 2025Q3: 85,669 shares; 2025Q4: 84,404 shares; 2026Q1: 81,280 shares 81,280 $9.51M <0.01% -3,124 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,900 shares; 2025Q2: 45,907 shares; 2025Q3: 86,142 shares; 2025Q4: 86,581 shares; 2026Q1: 156,185 shares 156,185 $9.51M <0.01% +69,604 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,764 shares; 2024Q4: 23,905 shares; 2025Q1: 69,141 shares; 2025Q2: 52,975 shares; 2025Q3: 107,625 shares; 2025Q4: 114,881 shares; 2026Q1: 197,931 shares 197,931 $9.49M <0.01% +83,050 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,141 shares; 2024Q4: 63,710 shares; 2025Q1: 132,771 shares; 2025Q2: 158,180 shares; 2025Q3: 130,590 shares; 2025Q4: 261,506 shares; 2026Q1: 275,466 shares 275,466 $9.48M <0.01% +13,960 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,007 shares; 2025Q1: 9,812 shares; 2025Q2: 9,513 shares; 2025Q3: 9,284 shares; 2025Q4: 8,837 shares; 2026Q1: 8,969 shares 8,969 $9.48M <0.01% +132 Timeline BSMU 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: 271,486 shares; 2024Q4: 372,800 shares; 2025Q1: 387,581 shares; 2025Q2: 399,349 shares; 2025Q3: 434,589 shares; 2025Q4: 460,052 shares; 2026Q1: 434,624 shares 434,624 $9.48M <0.01% -25,428 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,020 shares; 2024Q4: 161,183 shares; 2025Q1: 199,595 shares; 2025Q2: 155,273 shares; 2025Q3: 178,664 shares; 2025Q4: 180,482 shares; 2026Q1: 395,645 shares 395,645 $9.47M <0.01% +215,163 Timeline IDLV 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: 191,980 shares; 2024Q4: 196,071 shares; 2025Q1: 250,182 shares; 2025Q2: 536,610 shares; 2025Q3: 249,861 shares; 2025Q4: 246,195 shares; 2026Q1: 274,467 shares 274,467 $9.46M <0.01% +28,272 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569,782 shares; 2024Q4: 539,522 shares; 2025Q1: 545,184 shares; 2025Q2: 532,542 shares; 2025Q3: 536,348 shares; 2025Q4: 504,352 shares; 2026Q1: 499,358 shares 499,358 $9.44M <0.01% -4,994 Timeline IBDY 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: 33,930 shares; 2024Q4: 43,013 shares; 2025Q1: 66,453 shares; 2025Q2: 70,973 shares; 2025Q3: 90,745 shares; 2025Q4: 103,867 shares; 2026Q1: 362,791 shares 362,791 $9.38M <0.01% +258,924 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 7,157 shares; 2025Q1: 6,760 shares; 2025Q2: 6,854 shares; 2025Q3: 7,289 shares; 2025Q4: 7,661 shares; 2026Q1: 8,105 shares 8,105 $9.36M <0.01% +444 ABND 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: 84,146 shares; 2024Q4: 95,827 shares; 2025Q1: 112,677 shares; 2025Q2: 130,746 shares; 2025Q3: 167,659 shares; 2025Q4: 189,884 shares; 2026Q1: 213,360 shares 213,360 $9.33M <0.01% +23,476 Timeline DRIV 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: 343,594 shares; 2024Q4: 337,146 shares; 2025Q1: 281,878 shares; 2025Q2: 315,471 shares; 2025Q3: 287,331 shares; 2025Q4: 272,919 shares; 2026Q1: 305,630 shares 305,630 $9.33M <0.01% +32,711 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,170 shares; 2024Q4: 233,716 shares; 2025Q1: 275,148 shares; 2025Q2: 324,086 shares; 2025Q3: 237,709 shares; 2025Q4: 215,177 shares; 2026Q1: 200,911 shares 200,911 $9.32M <0.01% -14,266 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,591 shares; 2024Q4: 21,978 shares; 2025Q1: 25,082 shares; 2025Q2: 26,946 shares; 2025Q3: 32,359 shares; 2025Q4: 31,847 shares; 2026Q1: 44,329 shares 44,329 $9.3M <0.01% +12,482 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,191 shares; 2024Q4: 217,114 shares; 2025Q1: 594,485 shares; 2025Q2: 605,466 shares; 2025Q3: 640,750 shares; 2025Q4: 735,756 shares; 2026Q1: 736,439 shares 736,439 $9.29M <0.01% +683 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,381 shares; 2024Q4: 51,516 shares; 2025Q1: 47,892 shares; 2025Q2: 49,468 shares; 2025Q3: 55,791 shares; 2025Q4: 53,119 shares; 2026Q1: 60,886 shares 60,886 $9.29M <0.01% +7,767 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907,161 shares; 2024Q4: 1,113,398 shares; 2025Q1: 1,027,362 shares; 2025Q2: 1,244,750 shares; 2025Q3: 1,433,642 shares; 2025Q4: 1,434,012 shares; 2026Q1: 1,402,464 shares 1,402,464 $9.28M <0.01% -31,548 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,058 shares; 2024Q4: 324,992 shares; 2025Q1: 445,354 shares; 2025Q2: 529,444 shares; 2025Q3: 368,464 shares; 2025Q4: 426,347 shares; 2026Q1: 468,793 shares 468,793 $9.26M <0.01% +42,446 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,782 shares; 2024Q4: 292,754 shares; 2025Q1: 266,827 shares; 2025Q2: 248,723 shares; 2025Q3: 239,643 shares; 2025Q4: 232,071 shares; 2026Q1: 221,055 shares 221,055 $9.25M <0.01% -11,016 Timeline JETS 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: 462,612 shares; 2024Q4: 422,179 shares; 2025Q1: 414,049 shares; 2025Q2: 408,805 shares; 2025Q3: 514,746 shares; 2025Q4: 445,669 shares; 2026Q1: 375,478 shares 375,478 $9.25M <0.01% -70,191 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,163 shares; 2024Q4: 266,531 shares; 2025Q1: 291,620 shares; 2025Q2: 275,252 shares; 2025Q3: 289,502 shares; 2025Q4: 369,256 shares; 2026Q1: 372,414 shares 372,414 $9.22M <0.01% +3,158 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 4,646 shares; 2025Q1: 5,404 shares; 2025Q2: 5,856 shares; 2025Q3: 6,753 shares; 2025Q4: 6,864 shares; 2026Q1: 7,302 shares 7,302 $9.21M <0.01% +438 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639,640 shares; 2024Q4: 623,487 shares; 2025Q1: 562,325 shares; 2025Q2: 643,979 shares; 2025Q3: 686,534 shares; 2025Q4: 720,706 shares; 2026Q1: 760,939 shares 760,939 $9.17M <0.01% +40,233 Timeline SIHY 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: 75,177 shares; 2024Q4: 111,823 shares; 2025Q1: 163,734 shares; 2025Q2: 162,334 shares; 2025Q3: 158,404 shares; 2025Q4: 167,551 shares; 2026Q1: 204,521 shares 204,521 $9.16M <0.01% +36,970 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,086 shares; 2024Q4: 47,391 shares; 2025Q1: 41,476 shares; 2025Q2: 44,570 shares; 2025Q3: 33,062 shares; 2025Q4: 21,474 shares; 2026Q1: 27,453 shares 27,453 $9.16M <0.01% +5,979 Timeline AGZD 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: 634,062 shares; 2024Q4: 578,752 shares; 2025Q1: 428,285 shares; 2025Q2: 376,576 shares; 2025Q3: 347,480 shares; 2025Q4: 391,656 shares; 2026Q1: 406,059 shares 406,059 $9.16M <0.01% +14,403 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,586 shares; 2024Q4: 41,596 shares; 2025Q1: 60,073 shares; 2025Q2: 52,368 shares; 2025Q3: 53,298 shares; 2025Q4: 43,351 shares; 2026Q1: 45,228 shares 45,228 $9.15M <0.01% +1,877 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,680 shares; 2024Q4: 35,704 shares; 2025Q1: 38,400 shares; 2025Q2: 39,259 shares; 2025Q3: 41,335 shares; 2025Q4: 107,143 shares; 2026Q1: 41,143 shares 41,143 $9.1M <0.01% -66,000 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,123 shares; 2024Q4: 78,438 shares; 2025Q1: 115,314 shares; 2025Q2: 108,565 shares; 2025Q3: 89,458 shares; 2025Q4: 107,372 shares; 2026Q1: 231,106 shares 231,106 $9.08M <0.01% +123,734 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,228 shares; 2024Q4: 874,447 shares; 2025Q1: 1,584,157 shares; 2025Q2: 1,543,762 shares; 2025Q3: 1,517,501 shares; 2025Q4: 1,505,912 shares; 2026Q1: 1,554,890 shares 1,554,890 $9.07M <0.01% +48,978 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,896 shares; 2024Q4: 367,878 shares; 2025Q1: 676,212 shares; 2025Q2: 185,163 shares; 2025Q3: 224,173 shares; 2025Q4: 224,159 shares; 2026Q1: 178,040 shares 178,040 $9.04M <0.01% -46,119 Timeline FFEB 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: 72,298 shares; 2024Q4: 82,411 shares; 2025Q1: 79,584 shares; 2025Q2: 86,732 shares; 2025Q3: 89,551 shares; 2025Q4: 97,291 shares; 2026Q1: 161,929 shares 161,929 $9.04M <0.01% +64,638 Timeline LODI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,819 shares; 2025Q3: 281,330 shares; 2025Q4: 297,253 shares; 2026Q1: 358,672 shares 358,672 $9.04M <0.01% +61,419 Timeline DFAR 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: 272,620 shares; 2024Q4: 297,768 shares; 2025Q1: 306,073 shares; 2025Q2: 393,673 shares; 2025Q3: 405,267 shares; 2025Q4: 423,777 shares; 2026Q1: 382,140 shares 382,140 $9.04M <0.01% -41,637 Timeline RAVI 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: 124,128 shares; 2024Q4: 121,941 shares; 2025Q1: 112,770 shares; 2025Q2: 118,264 shares; 2025Q3: 116,879 shares; 2025Q4: 122,258 shares; 2026Q1: 119,793 shares 119,793 $9.03M <0.01% -2,465 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,774 shares; 2024Q4: 430,086 shares; 2025Q1: 414,519 shares; 2025Q2: 426,683 shares; 2025Q3: 441,236 shares; 2025Q4: 405,574 shares; 2026Q1: 400,492 shares 400,492 $9.03M <0.01% -5,082 Timeline VFVA 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: 8,856 shares; 2024Q4: 9,546 shares; 2025Q1: 46,214 shares; 2025Q2: 53,993 shares; 2025Q3: 57,350 shares; 2025Q4: 61,272 shares; 2026Q1: 67,030 shares 67,030 $9.02M <0.01% +5,758 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,515 shares; 2024Q4: 21,956 shares; 2025Q1: 23,344 shares; 2025Q2: 25,022 shares; 2025Q3: 26,686 shares; 2025Q4: 29,351 shares; 2026Q1: 29,674 shares 29,674 $9.02M <0.01% +323 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,988 shares; 2024Q4: 74,940 shares; 2025Q1: 75,358 shares; 2025Q2: 73,019 shares; 2025Q3: 59,803 shares; 2025Q4: 56,784 shares; 2026Q1: 54,984 shares 54,984 $9.01M <0.01% -1,800 Timeline EWA 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: 173,037 shares; 2024Q4: 174,141 shares; 2025Q1: 166,707 shares; 2025Q2: 359,760 shares; 2025Q3: 523,419 shares; 2025Q4: 343,098 shares; 2026Q1: 324,390 shares 324,390 $9.01M <0.01% -18,708 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,765 shares; 2024Q4: 603,682 shares; 2025Q1: 552,199 shares; 2025Q2: 775,373 shares; 2025Q3: 766,683 shares; 2025Q4: 755,099 shares; 2026Q1: 797,447 shares 797,447 $8.99M <0.01% +42,348 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,666 shares; 2024Q4: 198,277 shares; 2025Q1: 219,008 shares; 2025Q2: 241,047 shares; 2025Q3: 290,767 shares; 2025Q4: 327,082 shares; 2026Q1: 431,890 shares 431,890 $8.97M <0.01% +104,808 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,864 shares; 2024Q4: 421,900 shares; 2025Q1: 261,428 shares; 2025Q2: 231,503 shares; 2025Q3: 241,052 shares; 2025Q4: 231,717 shares; 2026Q1: 241,521 shares 241,521 $8.94M <0.01% +9,804 Timeline LVDS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182,992 shares; 2025Q4: 173,674 shares; 2026Q1: 176,940 shares 176,940 $8.93M <0.01% +3,266 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,129 shares; 2024Q4: 58,455 shares; 2025Q1: 66,085 shares; 2025Q2: 110,834 shares; 2025Q3: 148,422 shares; 2025Q4: 150,010 shares; 2026Q1: 151,225 shares 151,225 $8.92M <0.01% +1,215 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,440 shares; 2024Q4: 84,734 shares; 2025Q1: 87,661 shares; 2025Q2: 82,734 shares; 2025Q3: 81,837 shares; 2025Q4: 215,644 shares; 2026Q1: 231,259 shares 231,259 $8.92M <0.01% +15,615 Timeline GMF 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: 32,613 shares; 2024Q4: 25,892 shares; 2025Q1: 55,669 shares; 2025Q2: 71,144 shares; 2025Q3: 72,060 shares; 2025Q4: 66,090 shares; 2026Q1: 65,470 shares 65,470 $8.91M <0.01% -620 Timeline BGRN 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: 145,765 shares; 2024Q4: 150,566 shares; 2025Q1: 119,656 shares; 2025Q2: 141,492 shares; 2025Q3: 157,680 shares; 2025Q4: 168,609 shares; 2026Q1: 187,588 shares 187,588 $8.91M <0.01% +18,979 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 17,157 shares; 2025Q1: 21,331 shares; 2025Q2: 11,375 shares; 2025Q3: 14,000 shares; 2025Q4: 27,738 shares; 2026Q1: 68,648 shares 68,648 $8.9M <0.01% +40,910 Timeline FXD 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: 287,766 shares; 2024Q4: 345,779 shares; 2025Q1: 282,282 shares; 2025Q2: 227,834 shares; 2025Q3: 160,145 shares; 2025Q4: 171,602 shares; 2026Q1: 138,851 shares 138,851 $8.89M <0.01% -32,751 Timeline PJUN 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: 81,876 shares; 2024Q4: 77,147 shares; 2025Q1: 178,233 shares; 2025Q2: 196,618 shares; 2025Q3: 201,929 shares; 2025Q4: 224,057 shares; 2026Q1: 212,113 shares 212,113 $8.87M <0.01% -11,944 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,977 shares; 2025Q4: 126,689 shares; 2026Q1: 188,779 shares 188,779 $8.87M <0.01% +62,090 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,669 shares; 2024Q4: 66,833 shares; 2025Q1: 62,995 shares; 2025Q2: 63,082 shares; 2025Q3: 58,788 shares; 2025Q4: 62,734 shares; 2026Q1: 64,502 shares 64,502 $8.84M <0.01% +1,768 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,665 shares; 2024Q4: 32,841 shares; 2025Q1: 39,596 shares; 2025Q2: 47,466 shares; 2025Q3: 99,115 shares; 2025Q4: 107,406 shares; 2026Q1: 156,180 shares 156,180 $8.84M <0.01% +48,774 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,236 shares; 2024Q4: 94,888 shares; 2025Q1: 88,703 shares; 2025Q2: 100,821 shares; 2025Q3: 144,382 shares; 2025Q4: 47,491 shares; 2026Q1: 43,341 shares 43,341 $8.84M <0.01% -4,150 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865,055 shares; 2024Q4: 1,985,042 shares; 2025Q1: 2,004,676 shares; 2025Q2: 2,437,201 shares; 2025Q3: 2,403,224 shares; 2025Q4: 2,804,142 shares; 2026Q1: 2,741,741 shares 2,741,741 $8.83M <0.01% -62,401 Timeline AVMV 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: 60,407 shares; 2025Q1: 100,200 shares; 2025Q2: 99,934 shares; 2025Q3: 103,386 shares; 2025Q4: 95,430 shares; 2026Q1: 118,918 shares 118,918 $8.82M <0.01% +23,488 Timeline AVMC 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: 37,245 shares; 2024Q4: 47,110 shares; 2025Q1: 78,519 shares; 2025Q2: 95,774 shares; 2025Q3: 97,443 shares; 2025Q4: 97,439 shares; 2026Q1: 122,110 shares 122,110 $8.82M <0.01% +24,671 Timeline CGW 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: 89,794 shares; 2024Q4: 89,380 shares; 2025Q1: 94,329 shares; 2025Q2: 129,830 shares; 2025Q3: 131,670 shares; 2025Q4: 136,888 shares; 2026Q1: 137,759 shares 137,759 $8.81M <0.01% +871 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,462 shares; 2024Q4: 84,682 shares; 2025Q1: 74,504 shares; 2025Q2: 130,711 shares; 2025Q3: 109,140 shares; 2025Q4: 150,652 shares; 2026Q1: 239,456 shares 239,456 $8.81M <0.01% +88,804 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 21,574 shares; 2025Q3: 21,484 shares; 2025Q4: 261,492 shares; 2026Q1: 290,336 shares 290,336 $8.79M <0.01% +28,844 Timeline AIA 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: 43,539 shares; 2024Q4: 5,392 shares; 2025Q1: 54,946 shares; 2025Q2: 57,489 shares; 2025Q3: 68,392 shares; 2025Q4: 93,569 shares; 2026Q1: 82,776 shares 82,776 $8.79M <0.01% -10,793 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,088 shares; 2024Q4: 186,652 shares; 2025Q1: 201,433 shares; 2025Q2: 225,438 shares; 2025Q3: 252,175 shares; 2025Q4: 356,434 shares; 2026Q1: 474,207 shares 474,207 $8.78M <0.01% +117,773 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543,641 shares; 2024Q4: 778,180 shares; 2025Q1: 953,632 shares; 2025Q2: 671,953 shares; 2025Q3: 972,196 shares; 2025Q4: 995,529 shares; 2026Q1: 867,643 shares 867,643 $8.76M <0.01% -127,886 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,220 shares; 2024Q4: 300,789 shares; 2025Q1: 323,887 shares; 2025Q2: 580,792 shares; 2025Q3: 623,700 shares; 2025Q4: 570,490 shares; 2026Q1: 611,864 shares 611,864 $8.74M <0.01% +41,374 Timeline FOCT 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: 53,215 shares; 2024Q4: 61,875 shares; 2025Q1: 64,323 shares; 2025Q2: 151,066 shares; 2025Q3: 174,512 shares; 2025Q4: 241,423 shares; 2026Q1: 183,095 shares 183,095 $8.73M <0.01% -58,328 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,280 shares; 2024Q4: 492,696 shares; 2025Q1: 528,473 shares; 2025Q2: 302,382 shares; 2025Q3: 358,154 shares; 2025Q4: 238,086 shares; 2026Q1: 224,977 shares 224,977 $8.72M <0.01% -13,109 Timeline EWS 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: 48,505 shares; 2024Q4: 421,553 shares; 2025Q1: 448,554 shares; 2025Q2: 363,163 shares; 2025Q3: 357,469 shares; 2025Q4: 308,306 shares; 2026Q1: 308,870 shares 308,870 $8.72M <0.01% +564 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,998 shares; 2024Q4: 112,256 shares; 2025Q1: 115,799 shares; 2025Q2: 122,113 shares; 2025Q3: 146,893 shares; 2025Q4: 118,870 shares; 2026Q1: 106,016 shares 106,016 $8.71M <0.01% -12,854 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG 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: 341,288 shares 341,288 $8.71M <0.01% new Timeline LEMB 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: 5,541 shares; 2024Q4: not reported; 2025Q1: 14,750 shares; 2025Q2: 19,070 shares; 2025Q3: 61,163 shares; 2025Q4: 276,625 shares; 2026Q1: 212,485 shares 212,485 $8.67M <0.01% -64,140 Timeline SPD 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: 12,693 shares; 2024Q4: 18,249 shares; 2025Q1: 20,175 shares; 2025Q2: 24,116 shares; 2025Q3: 40,252 shares; 2025Q4: 384,800 shares; 2026Q1: 238,299 shares 238,299 $8.67M <0.01% -146,501 Timeline GSEU 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: 61,886 shares; 2024Q4: 61,579 shares; 2025Q1: 75,959 shares; 2025Q2: 180,848 shares; 2025Q3: 179,264 shares; 2025Q4: 189,781 shares; 2026Q1: 191,666 shares 191,666 $8.66M <0.01% +1,885 Timeline DWX 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: 195,660 shares; 2024Q4: 185,326 shares; 2025Q1: 172,084 shares; 2025Q2: 187,453 shares; 2025Q3: 194,245 shares; 2025Q4: 191,947 shares; 2026Q1: 189,918 shares 189,918 $8.66M <0.01% -2,029 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 324,709 shares; 2025Q1: 320,676 shares; 2025Q2: 315,903 shares; 2025Q3: 308,505 shares; 2025Q4: 318,379 shares; 2026Q1: 324,048 shares 324,048 $8.66M <0.01% +5,669 Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,420 shares; 2024Q4: 170,030 shares; 2025Q1: 187,074 shares; 2025Q2: 197,896 shares; 2025Q3: 199,618 shares; 2025Q4: 201,879 shares; 2026Q1: 199,844 shares 199,844 $8.64M <0.01% -2,035 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,880 shares; 2024Q4: 73,464 shares; 2025Q1: 106,029 shares; 2025Q2: 144,844 shares; 2025Q3: 146,667 shares; 2025Q4: 165,760 shares; 2026Q1: 178,665 shares 178,665 $8.63M <0.01% +12,905 Timeline DOGG 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: 135,896 shares; 2025Q3: 261,044 shares; 2025Q4: 441,705 shares; 2026Q1: 396,979 shares 396,979 $8.62M <0.01% -44,726 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,181 shares; 2024Q4: 38,359 shares; 2025Q1: 42,798 shares; 2025Q2: 50,551 shares; 2025Q3: 213,281 shares; 2025Q4: 273,126 shares; 2026Q1: 369,594 shares 369,594 $8.61M <0.01% +96,468 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,775 shares; 2024Q4: 117,581 shares; 2025Q1: 131,434 shares; 2025Q2: 145,767 shares; 2025Q3: 133,048 shares; 2025Q4: 134,640 shares; 2026Q1: 101,121 shares 101,121 $8.6M <0.01% -33,519 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,184 shares; 2024Q4: 89,907 shares; 2025Q1: 93,378 shares; 2025Q2: 94,087 shares; 2025Q3: 120,172 shares; 2025Q4: 115,141 shares; 2026Q1: 113,822 shares 113,822 $8.59M <0.01% -1,319 Timeline SDFI 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: 52,814 shares; 2024Q4: 77,786 shares; 2025Q1: 77,908 shares; 2025Q2: 140,276 shares; 2025Q3: 213,714 shares; 2025Q4: 254,724 shares; 2026Q1: 240,981 shares 240,981 $8.59M <0.01% -13,743 Timeline LEGR 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: 103,734 shares; 2024Q4: 103,628 shares; 2025Q1: 104,923 shares; 2025Q2: 109,557 shares; 2025Q3: 205,665 shares; 2025Q4: 215,524 shares; 2026Q1: 148,504 shares 148,504 $8.58M <0.01% -67,020 Timeline ISMD 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: 158,336 shares; 2024Q4: 165,434 shares; 2025Q1: 174,594 shares; 2025Q2: 190,458 shares; 2025Q3: 200,465 shares; 2025Q4: 206,555 shares; 2026Q1: 214,359 shares 214,359 $8.57M <0.01% +7,804 Timeline FTDS 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: 132,257 shares; 2024Q4: 136,421 shares; 2025Q1: 158,871 shares; 2025Q2: 169,859 shares; 2025Q3: 131,181 shares; 2025Q4: 138,676 shares; 2026Q1: 141,908 shares 141,908 $8.56M <0.01% +3,232 Timeline IPAC 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: 73,154 shares; 2024Q4: 83,709 shares; 2025Q1: 87,547 shares; 2025Q2: 93,974 shares; 2025Q3: 105,224 shares; 2025Q4: 115,635 shares; 2026Q1: 111,854 shares 111,854 $8.56M <0.01% -3,781 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,684 shares; 2024Q4: 95,271 shares; 2025Q1: 99,814 shares; 2025Q2: 132,491 shares; 2025Q3: 145,705 shares; 2025Q4: 163,280 shares; 2026Q1: 174,021 shares 174,021 $8.52M <0.01% +10,741 Timeline PALC 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: 201,504 shares; 2024Q4: 197,274 shares; 2025Q1: 207,377 shares; 2025Q2: 192,035 shares; 2025Q3: 187,520 shares; 2025Q4: 183,232 shares; 2026Q1: 164,122 shares 164,122 $8.5M <0.01% -19,110 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,886 shares; 2024Q4: 67,135 shares; 2025Q1: 61,072 shares; 2025Q2: 90,922 shares; 2025Q3: 124,509 shares; 2025Q4: 152,314 shares; 2026Q1: 143,033 shares 143,033 $8.49M <0.01% -9,281 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,396 shares; 2024Q4: 32,107 shares; 2025Q1: 26,698 shares; 2025Q2: 52,895 shares; 2025Q3: 51,800 shares; 2025Q4: 55,439 shares; 2026Q1: 62,613 shares 62,613 $8.48M <0.01% +7,174 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,627 shares; 2024Q4: 27,543 shares; 2025Q1: 25,687 shares; 2025Q2: 25,004 shares; 2025Q3: 310,638 shares; 2025Q4: 75,663 shares; 2026Q1: 90,063 shares 90,063 $8.48M <0.01% +14,400 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,056 shares; 2024Q4: 17,740 shares; 2025Q1: 12,581 shares; 2025Q2: 140,259 shares; 2025Q3: 160,054 shares; 2025Q4: 180,828 shares; 2026Q1: 185,034 shares 185,034 $8.47M <0.01% +4,206 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,639 shares; 2024Q4: 37,432 shares; 2025Q1: 43,080 shares; 2025Q2: 59,366 shares; 2025Q3: 34,608 shares; 2025Q4: 77,629 shares; 2026Q1: 62,906 shares 62,906 $8.47M <0.01% -14,723 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,212 shares; 2024Q4: 140,955 shares; 2025Q1: 166,781 shares; 2025Q2: 423,984 shares; 2025Q3: 438,831 shares; 2025Q4: 432,561 shares; 2026Q1: 387,092 shares 387,092 $8.47M <0.01% -45,469 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192,291 shares; 2025Q1: 186,754 shares; 2025Q2: 192,985 shares; 2025Q3: 191,577 shares; 2025Q4: 201,221 shares; 2026Q1: 282,129 shares 282,129 $8.46M <0.01% +80,908 Timeline DIEM 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: 28,631 shares; 2024Q4: 47,111 shares; 2025Q1: 62,828 shares; 2025Q2: 121,179 shares; 2025Q3: 144,900 shares; 2025Q4: 203,774 shares; 2026Q1: 239,353 shares 239,353 $8.46M <0.01% +35,579 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858,621 shares; 2024Q4: 1,517,598 shares; 2025Q1: 1,889,160 shares; 2025Q2: 1,973,425 shares; 2025Q3: 501,293 shares; 2025Q4: 378,934 shares; 2026Q1: 358,068 shares 358,068 $8.46M <0.01% -20,866 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,423 shares; 2024Q4: 138,477 shares; 2025Q1: 198,723 shares; 2025Q2: 205,944 shares; 2025Q3: 262,608 shares; 2025Q4: 239,746 shares; 2026Q1: 284,270 shares 284,270 $8.45M <0.01% +44,524 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,197 shares; 2024Q4: 83,054 shares; 2025Q1: 106,026 shares; 2025Q2: 179,603 shares; 2025Q3: 270,876 shares; 2025Q4: 273,643 shares; 2026Q1: 447,536 shares 447,536 $8.45M <0.01% +173,893 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127,401 shares; 2024Q4: 1,109,166 shares; 2025Q1: 1,138,700 shares; 2025Q2: 1,184,073 shares; 2025Q3: 1,307,022 shares; 2025Q4: 1,314,714 shares; 2026Q1: 1,225,853 shares 1,225,853 $8.45M <0.01% -88,861 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,547 shares; 2024Q4: 381,593 shares; 2025Q1: 392,153 shares; 2025Q2: 382,327 shares; 2025Q3: 395,864 shares; 2025Q4: 409,530 shares; 2026Q1: 412,725 shares 412,725 $8.44M <0.01% +3,195 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,591 shares; 2024Q4: 161,836 shares; 2025Q1: 166,275 shares; 2025Q2: 165,674 shares; 2025Q3: 171,000 shares; 2025Q4: 177,231 shares; 2026Q1: 157,772 shares 157,772 $8.44M <0.01% -19,459 Timeline AFEM 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: 33,021 shares; 2024Q4: 31,314 shares; 2025Q1: 41,122 shares; 2025Q2: 41,241 shares; 2025Q3: 52,684 shares; 2025Q4: 77,302 shares; 2026Q1: 102,186 shares 102,186 $8.4M <0.01% +24,884 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly 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: 29,247 shares; 2025Q4: 62,842 shares; 2026Q1: 75,366 shares 75,366 $8.39M <0.01% +12,524 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,263 shares; 2024Q4: 438,427 shares; 2025Q1: 553,770 shares; 2025Q2: 679,575 shares; 2025Q3: 700,968 shares; 2025Q4: 676,186 shares; 2026Q1: 457,025 shares 457,025 $8.38M <0.01% -219,161 Timeline SMLV 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: 46,297 shares; 2024Q4: 49,480 shares; 2025Q1: 59,946 shares; 2025Q2: 75,092 shares; 2025Q3: 62,301 shares; 2025Q4: 65,447 shares; 2026Q1: 61,138 shares 61,138 $8.38M <0.01% -4,309 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,756 shares; 2025Q3: 177,459 shares; 2025Q4: 507,945 shares; 2026Q1: 430,053 shares 430,053 $8.38M <0.01% -77,892 Timeline TDV 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: 88,747 shares; 2024Q4: 91,129 shares; 2025Q1: 91,503 shares; 2025Q2: 98,189 shares; 2025Q3: 94,999 shares; 2025Q4: 94,583 shares; 2026Q1: 98,635 shares 98,635 $8.36M <0.01% +4,052 Timeline ESG 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: 43,133 shares; 2024Q4: 42,293 shares; 2025Q1: 42,802 shares; 2025Q2: 42,575 shares; 2025Q3: 45,564 shares; 2025Q4: 50,987 shares; 2026Q1: 54,963 shares 54,963 $8.34M <0.01% +3,976 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,348 shares; 2024Q4: 31,328 shares; 2025Q1: 68,279 shares; 2025Q2: 73,994 shares; 2025Q3: 76,890 shares; 2025Q4: 56,239 shares; 2026Q1: 31,387 shares 31,387 $8.33M <0.01% -24,852 Timeline PSFF 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: 361,279 shares; 2024Q4: 342,882 shares; 2025Q1: 284,263 shares; 2025Q2: 286,475 shares; 2025Q3: 281,707 shares; 2025Q4: 265,569 shares; 2026Q1: 259,518 shares 259,518 $8.32M <0.01% -6,051 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,360 shares; 2024Q4: 113,800 shares; 2025Q1: 109,707 shares; 2025Q2: 133,375 shares; 2025Q3: 146,975 shares; 2025Q4: 128,253 shares; 2026Q1: 183,429 shares 183,429 $8.29M <0.01% +55,176 Timeline IDGT 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: 32,287 shares; 2024Q4: 39,143 shares; 2025Q1: 64,176 shares; 2025Q2: 67,809 shares; 2025Q3: 75,493 shares; 2025Q4: 89,657 shares; 2026Q1: 84,409 shares 84,409 $8.25M <0.01% -5,248 Timeline FCVT 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: 175,390 shares; 2024Q4: 175,117 shares; 2025Q1: 164,756 shares; 2025Q2: 169,336 shares; 2025Q3: 187,627 shares; 2025Q4: 164,880 shares; 2026Q1: 186,622 shares 186,622 $8.24M <0.01% +21,742 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,902 shares; 2024Q4: 83,289 shares; 2025Q1: 78,857 shares; 2025Q2: 75,267 shares; 2025Q3: 82,632 shares; 2025Q4: 81,009 shares; 2026Q1: 77,534 shares 77,534 $8.23M <0.01% -3,475 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,969 shares; 2024Q4: 80,572 shares; 2025Q1: 130,321 shares; 2025Q2: 144,921 shares; 2025Q3: 155,930 shares; 2025Q4: 163,422 shares; 2026Q1: 338,914 shares 338,914 $8.23M <0.01% +175,492 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,751 shares; 2024Q4: 486,324 shares; 2025Q1: 619,277 shares; 2025Q2: 665,680 shares; 2025Q3: 703,086 shares; 2025Q4: 761,509 shares; 2026Q1: 764,263 shares 764,263 $8.22M <0.01% +2,754 Timeline DEW 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: 99,236 shares; 2024Q4: 106,197 shares; 2025Q1: 124,535 shares; 2025Q2: 123,376 shares; 2025Q3: 123,351 shares; 2025Q4: 119,856 shares; 2026Q1: 123,927 shares 123,927 $8.22M <0.01% +4,071 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,241 shares; 2025Q2: 13,776 shares; 2025Q3: 23,966 shares; 2025Q4: 30,879 shares; 2026Q1: 164,972 shares 164,972 $8.21M <0.01% +134,093 Timeline XSLV 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: 207,088 shares; 2024Q4: 210,003 shares; 2025Q1: 229,675 shares; 2025Q2: 239,598 shares; 2025Q3: 200,078 shares; 2025Q4: 187,175 shares; 2026Q1: 174,002 shares 174,002 $8.21M <0.01% -13,173 Timeline PJP 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: 52,097 shares; 2024Q4: 48,895 shares; 2025Q1: 49,139 shares; 2025Q2: 50,382 shares; 2025Q3: 56,210 shares; 2025Q4: 59,366 shares; 2026Q1: 79,110 shares 79,110 $8.21M <0.01% +19,744 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587,278 shares; 2024Q4: 791,328 shares; 2025Q1: 794,299 shares; 2025Q2: 812,499 shares; 2025Q3: 844,302 shares; 2025Q4: 863,751 shares; 2026Q1: 834,451 shares 834,451 $8.19M <0.01% -29,300 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,384 shares; 2024Q4: 415,225 shares; 2025Q1: 460,172 shares; 2025Q2: 503,424 shares; 2025Q3: 519,010 shares; 2025Q4: 573,104 shares; 2026Q1: 687,771 shares 687,771 $8.18M <0.01% +114,667 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,429 shares; 2024Q4: 103,563 shares; 2025Q1: 90,522 shares; 2025Q2: 105,172 shares; 2025Q3: 113,757 shares; 2025Q4: 109,391 shares; 2026Q1: 93,880 shares 93,880 $8.18M <0.01% -15,511 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,207 shares; 2024Q4: 106,950 shares; 2025Q1: 118,087 shares; 2025Q2: 130,576 shares; 2025Q3: 140,726 shares; 2025Q4: 135,679 shares; 2026Q1: 130,805 shares 130,805 $8.16M <0.01% -4,874 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,988 shares; 2025Q4: 38,261 shares; 2026Q1: 145,352 shares 145,352 $8.14M <0.01% +107,091 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,405 shares; 2026Q1: 182,963 shares 182,963 $8.14M <0.01% +156,558 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941,752 shares; 2024Q4: 925,141 shares; 2025Q1: 960,855 shares; 2025Q2: 951,322 shares; 2025Q3: 980,282 shares; 2025Q4: 980,946 shares; 2026Q1: 798,788 shares 798,788 $8.12M <0.01% -182,158 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773,820 shares; 2024Q4: 913,599 shares; 2025Q1: 907,966 shares; 2025Q2: 954,950 shares; 2025Q3: 970,008 shares; 2025Q4: 917,228 shares; 2026Q1: 632,871 shares 632,871 $8.12M <0.01% -284,357 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 15,192 shares; 2025Q1: 27,405 shares; 2025Q2: 43,168 shares; 2025Q3: 50,164 shares; 2025Q4: 100,277 shares; 2026Q1: 129,499 shares 129,499 $8.12M <0.01% +29,222 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679,417 shares; 2024Q4: 631,872 shares; 2025Q1: 415,770 shares; 2025Q2: 395,982 shares; 2025Q3: 607,863 shares; 2025Q4: 982,568 shares; 2026Q1: 994,461 shares 994,461 $8.11M <0.01% +11,893 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,354 shares; 2024Q4: 122,135 shares; 2025Q1: 129,070 shares; 2025Q2: 129,249 shares; 2025Q3: 120,492 shares; 2025Q4: 109,347 shares; 2026Q1: 107,237 shares 107,237 $8.11M <0.01% -2,110 Timeline AGIX 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: 10,599 shares; 2025Q4: 110,380 shares; 2026Q1: 246,884 shares 246,884 $8.09M <0.01% +136,504 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,487 shares; 2024Q4: 227,619 shares; 2025Q1: 233,616 shares; 2025Q2: 208,375 shares; 2025Q3: 166,672 shares; 2025Q4: 154,975 shares; 2026Q1: 163,241 shares 163,241 $8.08M <0.01% +8,266 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,389 shares; 2024Q4: 223,371 shares; 2025Q1: 205,060 shares; 2025Q2: 225,992 shares; 2025Q3: 199,141 shares; 2025Q4: 165,854 shares; 2026Q1: 149,962 shares 149,962 $8.08M <0.01% -15,892 Timeline NBSM 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: not reported; 2024Q4: 19,243 shares; 2025Q1: 107,921 shares; 2025Q2: 294,669 shares; 2025Q3: 403,584 shares; 2025Q4: 398,165 shares; 2026Q1: 320,403 shares 320,403 $8.07M <0.01% -77,762 Timeline INDY 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: 91,986 shares; 2024Q4: 177,746 shares; 2025Q1: 151,748 shares; 2025Q2: 152,205 shares; 2025Q3: 154,596 shares; 2025Q4: 149,395 shares; 2026Q1: 191,123 shares 191,123 $8.07M <0.01% +41,728 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,500 shares; 2024Q4: 127,184 shares; 2025Q1: 124,448 shares; 2025Q2: 126,521 shares; 2025Q3: 189,487 shares; 2025Q4: 308,623 shares; 2026Q1: 254,195 shares 254,195 $8.06M <0.01% -54,428 Timeline NUEM 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: 83,783 shares; 2024Q4: 72,698 shares; 2025Q1: 72,424 shares; 2025Q2: 71,280 shares; 2025Q3: 96,530 shares; 2025Q4: 202,867 shares; 2026Q1: 218,820 shares 218,820 $8.04M <0.01% +15,953 Timeline QJUN 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: 201,993 shares; 2024Q4: 239,868 shares; 2025Q1: 230,340 shares; 2025Q2: 266,391 shares; 2025Q3: 264,693 shares; 2025Q4: 257,980 shares; 2026Q1: 257,070 shares 257,070 $8.03M <0.01% -910 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,845 shares; 2024Q4: 32,382 shares; 2025Q1: 33,425 shares; 2025Q2: 31,333 shares; 2025Q3: 32,574 shares; 2025Q4: 33,915 shares; 2026Q1: 33,189 shares 33,189 $8.03M <0.01% -726 Timeline FSGS 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: 393,091 shares; 2024Q4: 297,587 shares; 2025Q1: 315,068 shares; 2025Q2: 269,529 shares; 2025Q3: 280,662 shares; 2025Q4: 274,802 shares; 2026Q1: 274,818 shares 274,818 $8.03M <0.01% +16 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,230 shares; 2024Q4: 30,296 shares; 2025Q1: 41,750 shares; 2025Q2: 49,153 shares; 2025Q3: 45,924 shares; 2025Q4: 51,203 shares; 2026Q1: 44,830 shares 44,830 $8.02M <0.01% -6,373 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,459 shares; 2024Q4: 33,806 shares; 2025Q1: 29,903 shares; 2025Q2: 73,255 shares; 2025Q3: 84,814 shares; 2025Q4: 30,853 shares; 2026Q1: 38,316 shares 38,316 $8.01M <0.01% +7,463 Timeline AMAX 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: 212,906 shares; 2024Q4: 228,797 shares; 2025Q1: 235,214 shares; 2025Q2: 227,299 shares; 2025Q3: 230,935 shares; 2025Q4: 726,055 shares; 2026Q1: 1,042,341 shares 1,042,341 $8.01M <0.01% +316,286 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,702 shares; 2024Q4: 25,381 shares; 2025Q1: 30,807 shares; 2025Q2: 23,455 shares; 2025Q3: 24,905 shares; 2025Q4: 22,467 shares; 2026Q1: 22,786 shares 22,786 $8M <0.01% +319 Timeline ELCV 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: 42,554 shares; 2025Q2: 123,502 shares; 2025Q3: 191,444 shares; 2025Q4: 247,641 shares; 2026Q1: 275,970 shares 275,970 $8M <0.01% +28,329 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,492 shares; 2024Q4: 36,268 shares; 2025Q1: 109,819 shares; 2025Q2: 123,565 shares; 2025Q3: 165,013 shares; 2025Q4: 160,039 shares; 2026Q1: 214,075 shares 214,075 $7.97M <0.01% +54,036 Timeline LQDI 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: 364,357 shares; 2024Q4: 413,200 shares; 2025Q1: 315,681 shares; 2025Q2: 246,056 shares; 2025Q3: 291,536 shares; 2025Q4: 311,388 shares; 2026Q1: 304,814 shares 304,814 $7.97M <0.01% -6,574 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,827 shares; 2024Q4: 359,917 shares; 2025Q1: 231,887 shares; 2025Q2: 231,454 shares; 2025Q3: 226,639 shares; 2025Q4: 105,466 shares; 2026Q1: 105,723 shares 105,723 $7.97M <0.01% +257 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,228 shares; 2024Q4: 96,699 shares; 2025Q1: 105,135 shares; 2025Q2: 156,380 shares; 2025Q3: 167,016 shares; 2025Q4: 164,393 shares; 2026Q1: 167,276 shares 167,276 $7.96M <0.01% +2,883 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,324 shares; 2024Q4: 43,564 shares; 2025Q1: 47,432 shares; 2025Q2: 56,137 shares; 2025Q3: 55,785 shares; 2025Q4: 59,442 shares; 2026Q1: 49,026 shares 49,026 $7.96M <0.01% -10,416 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,372 shares; 2024Q4: 24,209 shares; 2025Q1: 23,134 shares; 2025Q2: 24,246 shares; 2025Q3: 26,457 shares; 2025Q4: 30,408 shares; 2026Q1: 47,111 shares 47,111 $7.96M <0.01% +16,703 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,532 shares; 2024Q4: 263,545 shares; 2025Q1: 258,661 shares; 2025Q2: 209,225 shares; 2025Q3: 198,311 shares; 2025Q4: 150,347 shares; 2026Q1: 134,702 shares 134,702 $7.96M <0.01% -15,645 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,668 shares; 2024Q4: 194,610 shares; 2025Q1: 195,428 shares; 2025Q2: 231,708 shares; 2025Q3: 221,933 shares; 2025Q4: 198,506 shares; 2026Q1: 204,564 shares 204,564 $7.95M <0.01% +6,058 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,225 shares; 2024Q4: 393,775 shares; 2025Q1: 375,124 shares; 2025Q2: 470,651 shares; 2025Q3: 602,936 shares; 2025Q4: 731,023 shares; 2026Q1: 764,071 shares 764,071 $7.93M <0.01% +33,048 Timeline GJAN 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: 176,379 shares; 2024Q4: 69,342 shares; 2025Q1: 86,824 shares; 2025Q2: 103,142 shares; 2025Q3: 101,371 shares; 2025Q4: 92,796 shares; 2026Q1: 189,145 shares 189,145 $7.93M <0.01% +96,349 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,627 shares; 2024Q4: 54,011 shares; 2025Q1: 63,577 shares; 2025Q2: 74,392 shares; 2025Q3: 78,993 shares; 2025Q4: 86,130 shares; 2026Q1: 109,176 shares 109,176 $7.93M <0.01% +23,046 Timeline PDN 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: 16,978 shares; 2024Q4: 15,239 shares; 2025Q1: 17,048 shares; 2025Q2: 190,463 shares; 2025Q3: 191,170 shares; 2025Q4: 27,169 shares; 2026Q1: 182,638 shares 182,638 $7.92M <0.01% +155,469 Timeline FVC 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: 310,547 shares; 2024Q4: 296,664 shares; 2025Q1: 237,579 shares; 2025Q2: 228,483 shares; 2025Q3: 218,144 shares; 2025Q4: 183,215 shares; 2026Q1: 227,339 shares 227,339 $7.92M <0.01% +44,124 Timeline EINC 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: 39,176 shares; 2024Q4: 47,329 shares; 2025Q1: 103,356 shares; 2025Q2: 99,888 shares; 2025Q3: 59,372 shares; 2025Q4: 65,130 shares; 2026Q1: 67,205 shares 67,205 $7.92M <0.01% +2,075 Timeline SKOR 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: 65,872 shares; 2024Q4: 74,266 shares; 2025Q1: 81,234 shares; 2025Q2: 89,503 shares; 2025Q3: 101,985 shares; 2025Q4: 131,209 shares; 2026Q1: 162,803 shares 162,803 $7.92M <0.01% +31,594 Timeline XPH 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: 112,168 shares; 2024Q4: 128,395 shares; 2025Q1: 110,201 shares; 2025Q2: 111,675 shares; 2025Q3: 183,397 shares; 2025Q4: 207,649 shares; 2026Q1: 146,259 shares 146,259 $7.91M <0.01% -61,390 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,173 shares; 2024Q4: 53,126 shares; 2025Q1: 69,509 shares; 2025Q2: 84,740 shares; 2025Q3: 82,463 shares; 2025Q4: 55,504 shares; 2026Q1: 65,059 shares 65,059 $7.91M <0.01% +9,555 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,915 shares; 2024Q4: 538,565 shares; 2025Q1: 285,930 shares; 2025Q2: 279,776 shares; 2025Q3: 345,396 shares; 2025Q4: 347,746 shares; 2026Q1: 367,849 shares 367,849 $7.91M <0.01% +20,103 Timeline AVGE 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: 69,025 shares; 2024Q4: 68,482 shares; 2025Q1: 72,312 shares; 2025Q2: 77,634 shares; 2025Q3: 75,676 shares; 2025Q4: 77,045 shares; 2026Q1: 89,653 shares 89,653 $7.89M <0.01% +12,608 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,202 shares; 2024Q4: 392,012 shares; 2025Q1: 373,475 shares; 2025Q2: 405,895 shares; 2025Q3: 412,517 shares; 2025Q4: 405,289 shares; 2026Q1: 364,057 shares 364,057 $7.87M <0.01% -41,232 Timeline FNK 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: 263,195 shares; 2024Q4: 261,767 shares; 2025Q1: 254,934 shares; 2025Q2: 253,587 shares; 2025Q3: 131,147 shares; 2025Q4: 132,357 shares; 2026Q1: 137,586 shares 137,586 $7.85M <0.01% +5,229 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 32,213 shares; 2025Q1: 32,615 shares; 2025Q2: 9,793 shares; 2025Q3: 22,193 shares; 2025Q4: 23,187 shares; 2026Q1: 26,274 shares 26,274 $7.84M <0.01% +3,087 Timeline KOMP 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: 74,090 shares; 2024Q4: 191,658 shares; 2025Q1: 192,723 shares; 2025Q2: 127,668 shares; 2025Q3: 137,814 shares; 2025Q4: 166,867 shares; 2026Q1: 134,080 shares 134,080 $7.84M <0.01% -32,787 Timeline CMDY 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: 32,644 shares; 2024Q4: 43,259 shares; 2025Q1: 136,653 shares; 2025Q2: 103,849 shares; 2025Q3: 119,766 shares; 2025Q4: 109,486 shares; 2026Q1: 131,878 shares 131,878 $7.84M <0.01% +22,392 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,253 shares; 2026Q1: 381,734 shares 381,734 $7.83M <0.01% +254,481 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,453 shares; 2024Q4: 11,336 shares; 2025Q1: 12,214 shares; 2025Q2: 26,862 shares; 2025Q3: 120,486 shares; 2025Q4: 235,769 shares; 2026Q1: 234,098 shares 234,098 $7.82M <0.01% -1,671 Timeline XES 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: 34,612 shares; 2024Q4: 31,960 shares; 2025Q1: 53,720 shares; 2025Q2: 86,484 shares; 2025Q3: 53,781 shares; 2025Q4: 64,929 shares; 2026Q1: 67,142 shares 67,142 $7.81M <0.01% +2,213 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,480 shares; 2024Q4: 164,533 shares; 2025Q1: 127,651 shares; 2025Q2: 166,314 shares; 2025Q3: 154,819 shares; 2025Q4: 138,053 shares; 2026Q1: 141,800 shares 141,800 $7.79M <0.01% +3,747 Timeline DDEC 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: 62,021 shares; 2024Q4: 60,245 shares; 2025Q1: 60,076 shares; 2025Q2: 72,817 shares; 2025Q3: 77,107 shares; 2025Q4: 172,734 shares; 2026Q1: 175,948 shares 175,948 $7.79M <0.01% +3,214 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,782 shares; 2024Q4: 287,095 shares; 2025Q1: 328,402 shares; 2025Q2: 344,359 shares; 2025Q3: 374,059 shares; 2025Q4: 448,846 shares; 2026Q1: 478,802 shares 478,802 $7.79M <0.01% +29,956 Timeline GOVZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567,883 shares; 2024Q4: 407,933 shares; 2025Q1: 260,545 shares; 2025Q2: 364,359 shares; 2025Q3: 85,899 shares; 2025Q4: 836,519 shares; 2026Q1: 849,288 shares 849,288 $7.79M <0.01% +12,769 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595,312 shares; 2024Q4: 624,877 shares; 2025Q1: 452,692 shares; 2025Q2: 444,691 shares; 2025Q3: 492,129 shares; 2025Q4: 553,847 shares; 2026Q1: 575,805 shares 575,805 $7.78M <0.01% +21,958 Timeline TVAL 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: 30,707 shares; 2025Q3: 55,214 shares; 2025Q4: 91,265 shares; 2026Q1: 214,831 shares 214,831 $7.77M <0.01% +123,566 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 751,511 shares; 2026Q1: 621,240 shares 621,240 $7.77M <0.01% -130,271 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,329 shares; 2025Q3: 93,211 shares; 2025Q4: 191,365 shares; 2026Q1: 242,705 shares 242,705 $7.76M <0.01% +51,340 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,342 shares; 2024Q4: 61,490 shares; 2025Q1: 55,098 shares; 2025Q2: 43,138 shares; 2025Q3: 42,344 shares; 2025Q4: 44,333 shares; 2026Q1: 44,905 shares 44,905 $7.75M <0.01% +572 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,819 shares; 2024Q4: 438,904 shares; 2025Q1: 542,278 shares; 2025Q2: 203,215 shares; 2025Q3: 830,457 shares; 2025Q4: 960,745 shares; 2026Q1: 813,290 shares 813,290 $7.74M <0.01% -147,455 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,315 shares; 2024Q4: 149,390 shares; 2025Q1: 150,887 shares; 2025Q2: 251,843 shares; 2025Q3: 176,652 shares; 2025Q4: 176,615 shares; 2026Q1: 174,157 shares 174,157 $7.74M <0.01% -2,458 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,433 shares; 2024Q4: 217,225 shares; 2025Q1: 245,008 shares; 2025Q2: 203,772 shares; 2025Q3: 232,822 shares; 2025Q4: 249,815 shares; 2026Q1: 392,095 shares 392,095 $7.73M <0.01% +142,280 Timeline TIPZ 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: 36,556 shares; 2024Q4: 38,210 shares; 2025Q1: 80,525 shares; 2025Q2: 39,190 shares; 2025Q3: 54,076 shares; 2025Q4: 137,053 shares; 2026Q1: 145,267 shares 145,267 $7.72M <0.01% +8,214 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,812 shares; 2024Q4: 1,748,815 shares; 2025Q1: 1,589,323 shares; 2025Q2: 1,514,348 shares; 2025Q3: 1,467,868 shares; 2025Q4: 1,328,200 shares; 2026Q1: 1,398,213 shares 1,398,213 $7.72M <0.01% +70,013 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,927 shares; 2024Q4: 102,825 shares; 2025Q1: 128,554 shares; 2025Q2: 153,283 shares; 2025Q3: 210,418 shares; 2025Q4: 236,115 shares; 2026Q1: 246,307 shares 246,307 $7.72M <0.01% +10,192 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,246 shares; 2024Q4: 84,086 shares; 2025Q1: 120,393 shares; 2025Q2: 133,504 shares; 2025Q3: 138,777 shares; 2025Q4: 121,108 shares; 2026Q1: 118,460 shares 118,460 $7.66M <0.01% -2,648 Timeline RIFR 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: 192,034 shares; 2025Q3: 219,331 shares; 2025Q4: 239,139 shares; 2026Q1: 273,129 shares 273,129 $7.65M <0.01% +33,990 Timeline QLC 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: 50,064 shares; 2024Q4: 49,902 shares; 2025Q1: 57,414 shares; 2025Q2: 56,639 shares; 2025Q3: 99,441 shares; 2025Q4: 166,669 shares; 2026Q1: 97,842 shares 97,842 $7.65M <0.01% -68,827 Timeline VTES 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: 11,957 shares; 2024Q4: 22,317 shares; 2025Q1: 21,177 shares; 2025Q2: 28,272 shares; 2025Q3: 41,054 shares; 2025Q4: 52,133 shares; 2026Q1: 75,557 shares 75,557 $7.64M <0.01% +23,424 Timeline TDVG 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: 38,834 shares; 2024Q4: 143,289 shares; 2025Q1: 143,300 shares; 2025Q2: 182,338 shares; 2025Q3: 180,901 shares; 2025Q4: 180,252 shares; 2026Q1: 170,964 shares 170,964 $7.63M <0.01% -9,288 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,168 shares; 2025Q4: 210,981 shares; 2026Q1: 243,222 shares 243,222 $7.63M <0.01% +32,241 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,362 shares; 2024Q4: 35,672 shares; 2025Q1: 42,849 shares; 2025Q2: 42,196 shares; 2025Q3: 44,583 shares; 2025Q4: 41,214 shares; 2026Q1: 37,170 shares 37,170 $7.62M <0.01% -4,044 Timeline PSP 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: 156,495 shares; 2024Q4: 226,352 shares; 2025Q1: 144,728 shares; 2025Q2: 184,894 shares; 2025Q3: 213,541 shares; 2025Q4: 106,011 shares; 2026Q1: 134,828 shares 134,828 $7.62M <0.01% +28,817 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,820 shares; 2025Q4: 127,323 shares; 2026Q1: 144,691 shares 144,691 $7.61M <0.01% +17,368 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653,429 shares; 2024Q4: 630,153 shares; 2025Q1: 635,769 shares; 2025Q2: 713,628 shares; 2025Q3: 769,631 shares; 2025Q4: 882,174 shares; 2026Q1: 801,003 shares 801,003 $7.59M <0.01% -81,171 Timeline GMAY 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: 21,883 shares; 2024Q4: 87,359 shares; 2025Q1: 142,265 shares; 2025Q2: 166,822 shares; 2025Q3: 172,534 shares; 2025Q4: 187,381 shares; 2026Q1: 184,794 shares 184,794 $7.59M <0.01% -2,587 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,338 shares; 2024Q4: 81,793 shares; 2025Q1: 70,143 shares; 2025Q2: 68,945 shares; 2025Q3: 73,494 shares; 2025Q4: 90,850 shares; 2026Q1: 173,129 shares 173,129 $7.59M <0.01% +82,279 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH 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: 178,034 shares; 2025Q4: 309,125 shares; 2026Q1: 309,125 shares 309,125 $7.58M <0.01% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 21,375 shares; 2025Q1: 23,021 shares; 2025Q2: 23,098 shares; 2025Q3: 67,936 shares; 2025Q4: 66,712 shares; 2026Q1: 94,918 shares 94,918 $7.58M <0.01% +28,206 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 479 shares; 2025Q1: 483 shares; 2025Q2: 877 shares; 2025Q3: 1,043 shares; 2025Q4: 1,102 shares; 2026Q1: 1,150 shares 1,150 $7.58M <0.01% +48 Timeline VALQ 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: 111,521 shares; 2024Q4: 107,811 shares; 2025Q1: 145,345 shares; 2025Q2: 133,747 shares; 2025Q3: 124,259 shares; 2025Q4: 116,116 shares; 2026Q1: 116,534 shares 116,534 $7.58M <0.01% +418 Timeline EMOP 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: not reported; 2026Q1: 172,893 shares 172,893 $7.58M <0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,181 shares; 2024Q4: 63,364 shares; 2025Q1: 80,016 shares; 2025Q2: 87,183 shares; 2025Q3: 100,601 shares; 2025Q4: 84,535 shares; 2026Q1: 87,964 shares 87,964 $7.57M <0.01% +3,429 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,328 shares; 2024Q4: 29,494 shares; 2025Q1: 43,115 shares; 2025Q2: 105,462 shares; 2025Q3: 123,443 shares; 2025Q4: 167,829 shares; 2026Q1: 312,298 shares 312,298 $7.55M <0.01% +144,469 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,292 shares; 2024Q4: 84,795 shares; 2025Q1: 64,986 shares; 2025Q2: 134,258 shares; 2025Q3: 115,714 shares; 2025Q4: 122,962 shares; 2026Q1: 153,689 shares 153,689 $7.54M <0.01% +30,727 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,217 shares; 2024Q4: 66,519 shares; 2025Q1: 70,081 shares; 2025Q2: 99,227 shares; 2025Q3: 73,425 shares; 2025Q4: 81,108 shares; 2026Q1: 102,544 shares 102,544 $7.54M <0.01% +21,436 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,853 shares; 2024Q4: 159,996 shares; 2025Q1: 164,465 shares; 2025Q2: 161,901 shares; 2025Q3: 172,276 shares; 2025Q4: 171,893 shares; 2026Q1: 178,072 shares 178,072 $7.51M <0.01% +6,179 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,780 shares; 2024Q4: 117,378 shares; 2025Q1: 115,822 shares; 2025Q2: 116,484 shares; 2025Q3: 120,517 shares; 2025Q4: 119,544 shares; 2026Q1: 118,460 shares 118,460 $7.5M <0.01% -1,084 Timeline TAXE 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: 40,347 shares; 2026Q1: 147,608 shares 147,608 $7.49M <0.01% +107,261 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,943 shares; 2024Q4: 449,539 shares; 2025Q1: 471,254 shares; 2025Q2: 462,387 shares; 2025Q3: 368,122 shares; 2025Q4: 404,975 shares; 2026Q1: 476,232 shares 476,232 $7.49M <0.01% +71,257 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,793 shares; 2024Q4: 441,922 shares; 2025Q1: 468,638 shares; 2025Q2: 441,403 shares; 2025Q3: 247,850 shares; 2025Q4: 233,448 shares; 2026Q1: 219,857 shares 219,857 $7.48M <0.01% -13,591 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,133 shares; 2024Q4: 323,204 shares; 2025Q1: 389,072 shares; 2025Q2: 424,478 shares; 2025Q3: 420,320 shares; 2025Q4: 421,989 shares; 2026Q1: 382,466 shares 382,466 $7.48M <0.01% -39,523 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,667 shares; 2024Q4: 327,288 shares; 2025Q1: 321,022 shares; 2025Q2: 321,406 shares; 2025Q3: 87,998 shares; 2025Q4: 77,260 shares; 2026Q1: 78,731 shares 78,731 $7.46M <0.01% +1,471 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,425 shares; 2025Q3: 207,742 shares; 2025Q4: 243,983 shares; 2026Q1: 279,570 shares 279,570 $7.45M <0.01% +35,587 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,589 shares; 2024Q4: 217,868 shares; 2025Q1: 205,819 shares; 2025Q2: 117,724 shares; 2025Q3: 27,523 shares; 2025Q4: 102,574 shares; 2026Q1: 268,035 shares 268,035 $7.45M <0.01% +165,461 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,018 shares; 2024Q4: 80,120 shares; 2025Q1: 89,067 shares; 2025Q2: 109,106 shares; 2025Q3: 121,951 shares; 2025Q4: 82,332 shares; 2026Q1: 45,515 shares 45,515 $7.43M <0.01% -36,817 Timeline BLES 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: 136,095 shares; 2024Q4: 137,116 shares; 2025Q1: 141,879 shares; 2025Q2: 145,981 shares; 2025Q3: 161,338 shares; 2025Q4: 167,540 shares; 2026Q1: 167,608 shares 167,608 $7.43M <0.01% +68 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,531 shares; 2024Q4: 23,318 shares; 2025Q1: 31,669 shares; 2025Q2: 29,888 shares; 2025Q3: 36,184 shares; 2025Q4: 42,356 shares; 2026Q1: 34,077 shares 34,077 $7.42M <0.01% -8,279 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,770 shares; 2024Q4: 120,861 shares; 2025Q1: 146,773 shares; 2025Q2: 164,374 shares; 2025Q3: 174,523 shares; 2025Q4: 184,392 shares; 2026Q1: 195,321 shares 195,321 $7.41M <0.01% +10,929 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,889 shares; 2024Q4: 314,260 shares; 2025Q1: 332,461 shares; 2025Q2: 346,647 shares; 2025Q3: 361,038 shares; 2025Q4: 369,703 shares; 2026Q1: 367,874 shares 367,874 $7.4M <0.01% -1,829 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 7,125 shares; 2025Q1: 8,035 shares; 2025Q2: 9,353 shares; 2025Q3: 6,805 shares; 2025Q4: 22,034 shares; 2026Q1: 24,877 shares 24,877 $7.39M <0.01% +2,843 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,088 shares; 2025Q1: 71,857 shares; 2025Q2: 59,065 shares; 2025Q3: 139,326 shares; 2025Q4: 287,634 shares; 2026Q1: 302,553 shares 302,553 $7.39M <0.01% +14,919 Timeline BAPR 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: 106,521 shares; 2024Q4: 100,583 shares; 2025Q1: 139,787 shares; 2025Q2: 155,282 shares; 2025Q3: 150,006 shares; 2025Q4: 145,585 shares; 2026Q1: 150,749 shares 150,749 $7.38M <0.01% +5,164 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,652 shares; 2024Q4: 345,302 shares; 2025Q1: 307,186 shares; 2025Q2: 340,275 shares; 2025Q3: 327,458 shares; 2025Q4: 271,063 shares; 2026Q1: 311,433 shares 311,433 $7.37M <0.01% +40,370 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,605 shares; 2024Q4: 85,931 shares; 2025Q1: 108,054 shares; 2025Q2: 259,018 shares; 2025Q3: 327,236 shares; 2025Q4: 354,681 shares; 2026Q1: 250,386 shares 250,386 $7.36M <0.01% -104,295 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,764 shares; 2025Q3: 40,813 shares; 2025Q4: 48,526 shares; 2026Q1: 159,005 shares 159,005 $7.35M <0.01% +110,479 Timeline JCPI 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: 20,451 shares; 2024Q4: 17,642 shares; 2025Q1: 38,041 shares; 2025Q2: 105,127 shares; 2025Q3: 119,493 shares; 2025Q4: 138,403 shares; 2026Q1: 151,821 shares 151,821 $7.35M <0.01% +13,418 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly 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: 7,715 shares; 2025Q4: 107,395 shares; 2026Q1: 216,252 shares 216,252 $7.34M <0.01% +108,857 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,971 shares; 2024Q4: 156,819 shares; 2025Q1: 186,044 shares; 2025Q2: 292,398 shares; 2025Q3: 223,888 shares; 2025Q4: 209,487 shares; 2026Q1: 201,542 shares 201,542 $7.34M <0.01% -7,945 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,282 shares; 2024Q4: 45,533 shares; 2025Q1: 39,998 shares; 2025Q2: 51,331 shares; 2025Q3: 49,048 shares; 2025Q4: 59,032 shares; 2026Q1: 68,642 shares 68,642 $7.33M <0.01% +9,610 Timeline MTGP 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: 7,178 shares; 2024Q4: 6,798 shares; 2025Q1: 18,267 shares; 2025Q2: 27,395 shares; 2025Q3: 96,993 shares; 2025Q4: 130,133 shares; 2026Q1: 165,698 shares 165,698 $7.32M <0.01% +35,565 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,021 shares; 2024Q4: 180,908 shares; 2025Q1: 149,576 shares; 2025Q2: 149,744 shares; 2025Q3: 166,766 shares; 2025Q4: 160,471 shares; 2026Q1: 183,760 shares 183,760 $7.32M <0.01% +23,289 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,897 shares; 2024Q4: 188,607 shares; 2025Q1: 198,103 shares; 2025Q2: 219,571 shares; 2025Q3: 246,674 shares; 2025Q4: 303,903 shares; 2026Q1: 340,439 shares 340,439 $7.31M <0.01% +36,536 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,846 shares; 2024Q4: 118,018 shares; 2025Q1: 135,044 shares; 2025Q2: 183,243 shares; 2025Q3: 250,131 shares; 2025Q4: 218,936 shares; 2026Q1: 275,568 shares 275,568 $7.31M <0.01% +56,632 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,670 shares; 2024Q4: 126,187 shares; 2025Q1: 215,847 shares; 2025Q2: 187,889 shares; 2025Q3: 280,094 shares; 2025Q4: 333,651 shares; 2026Q1: 275,175 shares 275,175 $7.3M <0.01% -58,476 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,159 shares; 2024Q4: 13,363 shares; 2025Q1: 16,787 shares; 2025Q2: 18,735 shares; 2025Q3: 20,903 shares; 2025Q4: 20,913 shares; 2026Q1: 21,311 shares 21,311 $7.3M <0.01% +398 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,270 shares; 2024Q4: 191,361 shares; 2025Q1: 187,166 shares; 2025Q2: 236,409 shares; 2025Q3: 273,347 shares; 2025Q4: 393,713 shares; 2026Q1: 426,314 shares 426,314 $7.29M <0.01% +32,601 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,629 shares; 2024Q4: 17,914 shares; 2025Q1: 17,154 shares; 2025Q2: 25,465 shares; 2025Q3: 41,613 shares; 2025Q4: 49,437 shares; 2026Q1: 51,101 shares 51,101 $7.28M <0.01% +1,664 Timeline DAPR 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: 45,516 shares; 2024Q4: 43,728 shares; 2025Q1: 49,982 shares; 2025Q2: 82,740 shares; 2025Q3: 194,714 shares; 2025Q4: 183,348 shares; 2026Q1: 182,955 shares 182,955 $7.28M <0.01% -393 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,397 shares; 2024Q4: 582,721 shares; 2025Q1: 299,314 shares; 2025Q2: 514,672 shares; 2025Q3: 577,560 shares; 2025Q4: 524,168 shares; 2026Q1: 580,664 shares 580,664 $7.27M <0.01% +56,496 Timeline GFEB 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: 27,955 shares; 2024Q4: 34,534 shares; 2025Q1: 62,854 shares; 2025Q2: 73,000 shares; 2025Q3: 88,840 shares; 2025Q4: 99,730 shares; 2026Q1: 176,920 shares 176,920 $7.27M <0.01% +77,190 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 4,447 shares; 2025Q1: 10,279 shares; 2025Q2: 11,662 shares; 2025Q3: 11,719 shares; 2025Q4: 44,594 shares; 2026Q1: 46,048 shares 46,048 $7.27M <0.01% +1,454 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,742 shares; 2024Q4: 405,191 shares; 2025Q1: 417,164 shares; 2025Q2: 524,999 shares; 2025Q3: 725,298 shares; 2025Q4: 789,358 shares; 2026Q1: 827,436 shares 827,436 $7.26M <0.01% +38,078 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,713 shares; 2024Q4: 37,926 shares; 2025Q1: 80,291 shares; 2025Q2: 129,140 shares; 2025Q3: 126,770 shares; 2025Q4: 125,146 shares; 2026Q1: 127,330 shares 127,330 $7.26M <0.01% +2,184 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903,803 shares; 2024Q4: 927,740 shares; 2025Q1: 958,627 shares; 2025Q2: 984,846 shares; 2025Q3: 1,001,612 shares; 2025Q4: 1,026,645 shares; 2026Q1: 1,000,034 shares 1,000,034 $7.26M <0.01% -26,611 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,002 shares; 2024Q4: 94,176 shares; 2025Q1: 99,280 shares; 2025Q2: 77,353 shares; 2025Q3: 87,711 shares; 2025Q4: 247,972 shares; 2026Q1: 66,273 shares 66,273 $7.26M <0.01% -181,699 Timeline FAN 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: 179,749 shares; 2024Q4: 248,427 shares; 2025Q1: 243,224 shares; 2025Q2: 234,096 shares; 2025Q3: 240,024 shares; 2025Q4: 284,838 shares; 2026Q1: 293,218 shares 293,218 $7.25M <0.01% +8,380 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,777 shares; 2024Q4: 119,053 shares; 2025Q1: 122,814 shares; 2025Q2: 111,229 shares; 2025Q3: 115,856 shares; 2025Q4: 126,254 shares; 2026Q1: 148,711 shares 148,711 $7.25M <0.01% +22,457 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,708 shares; 2024Q4: 512,173 shares; 2025Q1: 503,880 shares; 2025Q2: 559,408 shares; 2025Q3: 706,221 shares; 2025Q4: 729,256 shares; 2026Q1: 673,698 shares 673,698 $7.24M <0.01% -55,558 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,251 shares; 2024Q4: 114,205 shares; 2025Q1: 120,303 shares; 2025Q2: 122,537 shares; 2025Q3: 122,057 shares; 2025Q4: 123,754 shares; 2026Q1: 125,706 shares 125,706 $7.23M <0.01% +1,952 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,494 shares; 2024Q4: 149,726 shares; 2025Q1: 185,458 shares; 2025Q2: 194,579 shares; 2025Q3: 211,061 shares; 2025Q4: 170,831 shares; 2026Q1: 152,042 shares 152,042 $7.23M <0.01% -18,789 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,897 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,811 shares; 2025Q4: 16,808 shares; 2026Q1: 61,752 shares 61,752 $7.23M <0.01% +44,944 Timeline QSIG 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: 143,670 shares; 2024Q4: 35,048 shares; 2025Q1: 97,465 shares; 2025Q2: 82,285 shares; 2025Q3: 96,615 shares; 2025Q4: 139,652 shares; 2026Q1: 148,696 shares 148,696 $7.21M <0.01% +9,044 Timeline EEMS 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: 96,595 shares; 2024Q4: 105,226 shares; 2025Q1: 106,472 shares; 2025Q2: 106,443 shares; 2025Q3: 107,245 shares; 2025Q4: 102,712 shares; 2026Q1: 104,251 shares 104,251 $7.21M <0.01% +1,539 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,974 shares; 2024Q4: 238,974 shares; 2025Q1: 195,582 shares; 2025Q2: 334,459 shares; 2025Q3: 344,920 shares; 2025Q4: 329,328 shares; 2026Q1: 386,434 shares 386,434 $7.2M <0.01% +57,106 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,494 shares; 2024Q4: 84,319 shares; 2025Q1: 395,549 shares; 2025Q2: 588,153 shares; 2025Q3: 136,363 shares; 2025Q4: 130,798 shares; 2026Q1: 218,400 shares 218,400 $7.2M <0.01% +87,602 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,731 shares; 2024Q4: 43,791 shares; 2025Q1: 92,662 shares; 2025Q2: 119,410 shares; 2025Q3: 111,630 shares; 2025Q4: 149,320 shares; 2026Q1: 123,052 shares 123,052 $7.19M <0.01% -26,268 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,602 shares; 2024Q4: 159,094 shares; 2025Q1: 174,576 shares; 2025Q2: 190,142 shares; 2025Q3: 196,345 shares; 2025Q4: 207,294 shares; 2026Q1: 198,298 shares 198,298 $7.16M <0.01% -8,996 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,203 shares; 2024Q4: 20,249 shares; 2025Q1: 29,328 shares; 2025Q2: 39,317 shares; 2025Q3: 39,857 shares; 2025Q4: 26,932 shares; 2026Q1: 24,739 shares 24,739 $7.16M <0.01% -2,193 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,393 shares; 2024Q4: 87,446 shares; 2025Q1: 128,335 shares; 2025Q2: 126,827 shares; 2025Q3: 118,286 shares; 2025Q4: 116,691 shares; 2026Q1: 129,157 shares 129,157 $7.14M <0.01% +12,466 Timeline JMHI 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: 53,390 shares; 2024Q4: 105,371 shares; 2025Q1: 134,638 shares; 2025Q2: 113,471 shares; 2025Q3: 122,526 shares; 2025Q4: 145,969 shares; 2026Q1: 143,144 shares 143,144 $7.13M <0.01% -2,825 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,210 shares; 2024Q4: 35,174 shares; 2025Q1: 45,338 shares; 2025Q2: 43,390 shares; 2025Q3: 49,274 shares; 2025Q4: 41,317 shares; 2026Q1: 74,779 shares 74,779 $7.13M <0.01% +33,462 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,275 shares; 2024Q4: 300,944 shares; 2025Q1: 580,100 shares; 2025Q2: 714,638 shares; 2025Q3: 638,804 shares; 2025Q4: 557,129 shares; 2026Q1: 478,220 shares 478,220 $7.13M <0.01% -78,909 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,409 shares; 2024Q4: 224,040 shares; 2025Q1: 233,112 shares; 2025Q2: 286,456 shares; 2025Q3: 315,591 shares; 2025Q4: 301,329 shares; 2026Q1: 318,387 shares 318,387 $7.12M <0.01% +17,058 Timeline RAFE 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: 31,542 shares; 2024Q4: 36,475 shares; 2025Q1: 37,627 shares; 2025Q2: 38,464 shares; 2025Q3: 49,361 shares; 2025Q4: 58,152 shares; 2026Q1: 171,016 shares 171,016 $7.12M <0.01% +112,864 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,461 shares; 2024Q4: 30,292 shares; 2025Q1: 33,841 shares; 2025Q2: 32,637 shares; 2025Q3: 31,987 shares; 2025Q4: 30,778 shares; 2026Q1: 29,452 shares 29,452 $7.11M <0.01% -1,326 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,627 shares; 2024Q4: 279,527 shares; 2025Q1: 284,518 shares; 2025Q2: 294,007 shares; 2025Q3: 294,503 shares; 2025Q4: 298,852 shares; 2026Q1: 292,095 shares 292,095 $7.1M <0.01% -6,757 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,407 shares; 2025Q1: 290,234 shares; 2025Q2: 323,222 shares; 2025Q3: 269,234 shares; 2025Q4: 201,420 shares; 2026Q1: 102,131 shares 102,131 $7.09M <0.01% -99,289 Timeline FLIN 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: 207,515 shares; 2024Q4: 188,000 shares; 2025Q1: 152,905 shares; 2025Q2: 170,826 shares; 2025Q3: 158,904 shares; 2025Q4: 151,164 shares; 2026Q1: 212,922 shares 212,922 $7.07M <0.01% +61,758 Timeline BCTK BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 226,601 shares; 2026Q1: 303,162 shares 303,162 $7.07M <0.01% +76,561 Timeline ARGT 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: 48,481 shares; 2024Q4: 129,549 shares; 2025Q1: 169,636 shares; 2025Q2: 171,520 shares; 2025Q3: 93,179 shares; 2025Q4: 84,631 shares; 2026Q1: 75,775 shares 75,775 $7.07M <0.01% -8,856 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,167 shares; 2024Q4: 119,930 shares; 2025Q1: 123,889 shares; 2025Q2: 153,761 shares; 2025Q3: 155,047 shares; 2025Q4: 159,000 shares; 2026Q1: 204,629 shares 204,629 $7.07M <0.01% +45,629 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,213 shares; 2024Q4: 69,444 shares; 2025Q1: 51,392 shares; 2025Q2: 73,737 shares; 2025Q3: 75,332 shares; 2025Q4: 70,505 shares; 2026Q1: 129,602 shares 129,602 $7.06M <0.01% +59,097 Timeline FTXR 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: 41,229 shares; 2024Q4: 49,950 shares; 2025Q1: 46,904 shares; 2025Q2: 48,628 shares; 2025Q3: 42,853 shares; 2025Q4: 40,694 shares; 2026Q1: 185,130 shares 185,130 $7.06M <0.01% +144,436 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,275 shares; 2024Q4: 182,338 shares; 2025Q1: 152,155 shares; 2025Q2: 324,287 shares; 2025Q3: 445,698 shares; 2025Q4: 468,867 shares; 2026Q1: 522,065 shares 522,065 $7.05M <0.01% +53,198 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,689 shares; 2024Q4: 35,558 shares; 2025Q1: 46,525 shares; 2025Q2: 63,428 shares; 2025Q3: 65,317 shares; 2025Q4: 68,476 shares; 2026Q1: 72,773 shares 72,773 $7.04M <0.01% +4,297 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,842 shares; 2024Q4: 158,901 shares; 2025Q1: 179,861 shares; 2025Q2: 237,692 shares; 2025Q3: 303,530 shares; 2025Q4: 350,574 shares; 2026Q1: 676,357 shares 676,357 $7.03M <0.01% +325,783 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,248 shares; 2024Q4: 92,945 shares; 2025Q1: 102,586 shares; 2025Q2: 104,312 shares; 2025Q3: 122,922 shares; 2025Q4: 111,835 shares; 2026Q1: 148,334 shares 148,334 $7.03M <0.01% +36,499 Timeline FJUN 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: 173,536 shares; 2024Q4: 177,526 shares; 2025Q1: 172,524 shares; 2025Q2: 184,914 shares; 2025Q3: 127,727 shares; 2025Q4: 125,070 shares; 2026Q1: 124,390 shares 124,390 $7.03M <0.01% -680 Timeline SIXJ 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: 28,547 shares; 2024Q4: 26,875 shares; 2025Q1: 25,597 shares; 2025Q2: 32,104 shares; 2025Q3: 207,736 shares; 2025Q4: 211,546 shares; 2026Q1: 208,860 shares 208,860 $7.03M <0.01% -2,686 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,113 shares; 2024Q4: 214,332 shares; 2025Q1: 200,133 shares; 2025Q2: 231,048 shares; 2025Q3: 231,744 shares; 2025Q4: 236,479 shares; 2026Q1: 212,210 shares 212,210 $7.02M <0.01% -24,269 Timeline PIE 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: 121,009 shares; 2024Q4: 112,946 shares; 2025Q1: 104,800 shares; 2025Q2: 78,611 shares; 2025Q3: 68,612 shares; 2025Q4: 63,140 shares; 2026Q1: 269,594 shares 269,594 $7.02M <0.01% +206,454 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,653 shares; 2026Q1: 277,021 shares 277,021 $7.01M <0.01% +264,368 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,203 shares; 2024Q4: 69,086 shares; 2025Q1: 80,415 shares; 2025Q2: 89,959 shares; 2025Q3: 99,851 shares; 2025Q4: 106,121 shares; 2026Q1: 137,291 shares 137,291 $7.01M <0.01% +31,170 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,968 shares; 2024Q4: 237,247 shares; 2025Q1: 392,592 shares; 2025Q2: 234,929 shares; 2025Q3: 419,195 shares; 2025Q4: 448,415 shares; 2026Q1: 483,111 shares 483,111 $7.01M <0.01% +34,696 Timeline QMAR 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: 77,999 shares; 2024Q4: 74,355 shares; 2025Q1: 78,901 shares; 2025Q2: 180,251 shares; 2025Q3: 198,529 shares; 2025Q4: 197,793 shares; 2026Q1: 208,228 shares 208,228 $7M <0.01% +10,435 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,070 shares; 2024Q4: 57,950 shares; 2025Q1: 83,241 shares; 2025Q2: 84,951 shares; 2025Q3: 145,627 shares; 2025Q4: 198,000 shares; 2026Q1: 956,746 shares 956,746 $6.99M <0.01% +758,746 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,246 shares; 2024Q4: 60,850 shares; 2025Q1: 56,446 shares; 2025Q2: 60,579 shares; 2025Q3: 66,012 shares; 2025Q4: 65,718 shares; 2026Q1: 69,290 shares 69,290 $6.98M <0.01% +3,572 Timeline FLN 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: 45,210 shares; 2024Q4: 37,761 shares; 2025Q1: 38,336 shares; 2025Q2: 63,103 shares; 2025Q3: 62,421 shares; 2025Q4: 103,194 shares; 2026Q1: 273,449 shares 273,449 $6.98M <0.01% +170,255 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,285 shares; 2024Q4: 359,377 shares; 2025Q1: 728,835 shares; 2025Q2: 743,350 shares; 2025Q3: 744,646 shares; 2025Q4: 866,872 shares; 2026Q1: 868,777 shares 868,777 $6.98M <0.01% +1,905 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,800 shares; 2024Q4: 199,969 shares; 2025Q1: 207,470 shares; 2025Q2: 252,243 shares; 2025Q3: 229,672 shares; 2025Q4: 91,384 shares; 2026Q1: 167,238 shares 167,238 $6.97M <0.01% +75,854 Timeline DBEM 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: 31,324 shares; 2024Q4: 16,131 shares; 2025Q1: 15,647 shares; 2025Q2: 18,061 shares; 2025Q3: 58,319 shares; 2025Q4: 215,968 shares; 2026Q1: 203,880 shares 203,880 $6.96M <0.01% -12,088 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,743 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,547 shares 133,547 $6.95M <0.01% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,208 shares; 2024Q4: 106,980 shares; 2025Q1: 94,919 shares; 2025Q2: 92,234 shares; 2025Q3: 86,330 shares; 2025Q4: 85,666 shares; 2026Q1: 75,453 shares 75,453 $6.94M <0.01% -10,213 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,836 shares; 2024Q4: 28,821 shares; 2025Q1: 32,058 shares; 2025Q2: 36,477 shares; 2025Q3: 45,944 shares; 2025Q4: 46,800 shares; 2026Q1: 48,530 shares 48,530 $6.94M <0.01% +1,730 Timeline SEPI SCM TRUST More: the full row for SCM 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: 276,222 shares 276,222 $6.92M <0.01% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,832 shares; 2024Q4: 377,605 shares; 2025Q1: 508,004 shares; 2025Q2: 608,166 shares; 2025Q3: 623,714 shares; 2025Q4: 597,331 shares; 2026Q1: 656,808 shares 656,808 $6.92M <0.01% +59,477 Timeline NTRL 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: 19,459 shares; 2024Q4: 22,748 shares; 2025Q1: 224,359 shares; 2025Q2: 222,613 shares; 2025Q3: 261,256 shares; 2025Q4: 295,464 shares; 2026Q1: 333,361 shares 333,361 $6.9M <0.01% +37,897 Timeline FJUL 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: 88,695 shares; 2024Q4: 99,002 shares; 2025Q1: 99,254 shares; 2025Q2: 151,626 shares; 2025Q3: 141,451 shares; 2025Q4: 134,924 shares; 2026Q1: 126,103 shares 126,103 $6.9M <0.01% -8,821 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,842 shares; 2024Q4: 34,647 shares; 2025Q1: 32,773 shares; 2025Q2: 41,770 shares; 2025Q3: 52,529 shares; 2025Q4: 61,052 shares; 2026Q1: 447,449 shares 447,449 $6.9M <0.01% +386,397 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,315 shares; 2024Q4: 356,647 shares; 2025Q1: 394,569 shares; 2025Q2: 435,319 shares; 2025Q3: 503,671 shares; 2025Q4: 544,366 shares; 2026Q1: 592,207 shares 592,207 $6.9M <0.01% +47,841 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,056 shares; 2024Q4: 174,762 shares; 2025Q1: 213,416 shares; 2025Q2: 215,478 shares; 2025Q3: 247,954 shares; 2025Q4: 271,820 shares; 2026Q1: 299,559 shares 299,559 $6.9M <0.01% +27,739 Timeline DFSU 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: 42,636 shares; 2024Q4: 54,273 shares; 2025Q1: 75,395 shares; 2025Q2: 89,602 shares; 2025Q3: 117,383 shares; 2025Q4: 146,699 shares; 2026Q1: 167,718 shares 167,718 $6.89M <0.01% +21,019 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,338 shares; 2024Q4: 108,229 shares; 2025Q1: 103,524 shares; 2025Q2: 99,757 shares; 2025Q3: 38,376 shares; 2025Q4: 34,118 shares; 2026Q1: 33,704 shares 33,704 $6.88M <0.01% -414 Timeline FAPR 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: 101,306 shares; 2024Q4: 93,462 shares; 2025Q1: 93,002 shares; 2025Q2: 140,517 shares; 2025Q3: 150,098 shares; 2025Q4: 151,669 shares; 2026Q1: 153,151 shares 153,151 $6.88M <0.01% +1,482 Timeline PBE 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: 90,602 shares; 2024Q4: 92,105 shares; 2025Q1: 82,764 shares; 2025Q2: 76,895 shares; 2025Q3: 92,687 shares; 2025Q4: 97,304 shares; 2026Q1: 86,740 shares 86,740 $6.87M <0.01% -10,564 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,381 shares; 2024Q4: 178,370 shares; 2025Q1: 261,391 shares; 2025Q2: 197,211 shares; 2025Q3: 247,745 shares; 2025Q4: 250,687 shares; 2026Q1: 231,438 shares 231,438 $6.84M <0.01% -19,249 Timeline DINT 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: 51,606 shares; 2024Q4: 91,578 shares; 2025Q1: 85,262 shares; 2025Q2: 115,078 shares; 2025Q3: 127,954 shares; 2025Q4: 200,942 shares; 2026Q1: 254,198 shares 254,198 $6.84M <0.01% +53,256 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,952 shares; 2024Q4: 22,505 shares; 2025Q1: 25,769 shares; 2025Q2: 24,503 shares; 2025Q3: 24,588 shares; 2025Q4: 25,580 shares; 2026Q1: 36,155 shares 36,155 $6.84M <0.01% +10,575 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,855 shares; 2024Q4: 23,663 shares; 2025Q1: 13,723 shares; 2025Q2: 14,320 shares; 2025Q3: 9,671 shares; 2025Q4: 8,823 shares; 2026Q1: 6,402 shares 6,402 $6.83M <0.01% -2,421 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 6,636 shares; 2025Q1: 9,003 shares; 2025Q2: 13,026 shares; 2025Q3: 11,100 shares; 2025Q4: 19,277 shares; 2026Q1: 30,759 shares 30,759 $6.83M <0.01% +11,482 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,889 shares; 2024Q4: 216,928 shares; 2025Q1: 233,626 shares; 2025Q2: 205,893 shares; 2025Q3: 466,588 shares; 2025Q4: 294,818 shares; 2026Q1: 208,621 shares 208,621 $6.83M <0.01% -86,197 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,927 shares; 2024Q4: 152,327 shares; 2025Q1: 160,256 shares; 2025Q2: 159,130 shares; 2025Q3: 102,900 shares; 2025Q4: 135,706 shares; 2026Q1: 131,819 shares 131,819 $6.82M <0.01% -3,887 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,532 shares; 2024Q4: 361,472 shares; 2025Q1: 459,388 shares; 2025Q2: 174,381 shares; 2025Q3: 758,894 shares; 2025Q4: 855,464 shares; 2026Q1: 690,510 shares 690,510 $6.82M <0.01% -164,954 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 14,239 shares; 2025Q1: 25,246 shares; 2025Q2: 13,207 shares; 2025Q3: 9,884 shares; 2025Q4: 10,186 shares; 2026Q1: 11,492 shares 11,492 $6.81M <0.01% +1,306 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,743 shares; 2024Q4: 312,923 shares; 2025Q1: 362,391 shares; 2025Q2: 434,012 shares; 2025Q3: 506,859 shares; 2025Q4: 559,957 shares; 2026Q1: 584,085 shares 584,085 $6.8M <0.01% +24,128 Timeline NUDM 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: 138,571 shares; 2024Q4: 140,199 shares; 2025Q1: 146,462 shares; 2025Q2: 156,182 shares; 2025Q3: 163,356 shares; 2025Q4: 181,171 shares; 2026Q1: 188,238 shares 188,238 $6.8M <0.01% +7,067 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,196 shares; 2024Q4: 144,020 shares; 2025Q1: 177,417 shares; 2025Q2: 190,077 shares; 2025Q3: 213,050 shares; 2025Q4: 269,945 shares; 2026Q1: 290,709 shares 290,709 $6.79M <0.01% +20,764 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,321 shares; 2024Q4: 104,903 shares; 2025Q1: 140,047 shares; 2025Q2: 153,787 shares; 2025Q3: 154,505 shares; 2025Q4: 172,397 shares; 2026Q1: 173,052 shares 173,052 $6.79M <0.01% +655 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486,419 shares; 2024Q4: 520,058 shares; 2025Q1: 552,974 shares; 2025Q2: 691,437 shares; 2025Q3: 723,334 shares; 2025Q4: 735,239 shares; 2026Q1: 706,490 shares 706,490 $6.78M <0.01% -28,749 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,043 shares; 2024Q4: 74,433 shares; 2025Q1: 105,960 shares; 2025Q2: 105,864 shares; 2025Q3: 109,321 shares; 2025Q4: 105,971 shares; 2026Q1: 102,715 shares 102,715 $6.77M <0.01% -3,256 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,771 shares; 2024Q4: 20,415 shares; 2025Q1: 22,664 shares; 2025Q2: 24,692 shares; 2025Q3: 25,527 shares; 2025Q4: 19,943 shares; 2026Q1: 19,824 shares 19,824 $6.77M <0.01% -119 Timeline FCPI 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: 71,770 shares; 2024Q4: 100,449 shares; 2025Q1: 105,332 shares; 2025Q2: 132,896 shares; 2025Q3: 173,821 shares; 2025Q4: 137,360 shares; 2026Q1: 137,768 shares 137,768 $6.77M <0.01% +408 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971,721 shares; 2024Q4: 967,240 shares; 2025Q1: 992,946 shares; 2025Q2: 1,067,915 shares; 2025Q3: 991,403 shares; 2025Q4: 933,985 shares; 2026Q1: 989,153 shares 989,153 $6.77M <0.01% +55,168 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187,981 shares 187,981 $6.76M <0.01% new Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,653 shares; 2025Q3: 101,371 shares; 2025Q4: 142,700 shares; 2026Q1: 246,792 shares 246,792 $6.75M <0.01% +104,092 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 35,198 shares; 2025Q1: 33,508 shares; 2025Q2: 91,760 shares; 2025Q3: 101,047 shares; 2025Q4: 106,270 shares; 2026Q1: 113,743 shares 113,743 $6.74M <0.01% +7,473 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,707 shares; 2024Q4: 230,589 shares; 2025Q1: 252,566 shares; 2025Q2: 202,688 shares; 2025Q3: 209,105 shares; 2025Q4: 193,071 shares; 2026Q1: 203,063 shares 203,063 $6.73M <0.01% +9,992 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,067 shares; 2024Q4: 231,662 shares; 2025Q1: 224,470 shares; 2025Q2: 307,485 shares; 2025Q3: 505,159 shares; 2025Q4: 513,039 shares; 2026Q1: 530,016 shares 530,016 $6.73M <0.01% +16,977 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,058 shares; 2024Q4: 146,303 shares; 2025Q1: 134,316 shares; 2025Q2: 129,912 shares; 2025Q3: 124,877 shares; 2025Q4: 125,919 shares; 2026Q1: 94,793 shares 94,793 $6.72M <0.01% -31,126 Timeline DAUG 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: 105,545 shares; 2024Q4: 100,458 shares; 2025Q1: 109,926 shares; 2025Q2: 112,152 shares; 2025Q3: 149,598 shares; 2025Q4: 143,734 shares; 2026Q1: 154,130 shares 154,130 $6.71M <0.01% +10,396 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,518 shares 189,518 $6.7M <0.01% new Timeline BNDI 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: 17,935 shares; 2025Q2: 44,088 shares; 2025Q3: 79,004 shares; 2025Q4: 124,027 shares; 2026Q1: 141,920 shares 141,920 $6.7M <0.01% +17,893 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,066 shares; 2024Q4: 146,977 shares; 2025Q1: 262,980 shares; 2025Q2: 241,122 shares; 2025Q3: 276,159 shares; 2025Q4: 286,962 shares; 2026Q1: 263,451 shares 263,451 $6.7M <0.01% -23,511 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,610 shares; 2024Q4: 44,978 shares; 2025Q1: 45,032 shares; 2025Q2: 85,082 shares; 2025Q3: 116,056 shares; 2025Q4: 174,198 shares; 2026Q1: 308,102 shares 308,102 $6.68M <0.01% +133,904 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,241 shares; 2024Q4: 125,960 shares; 2025Q1: 149,519 shares; 2025Q2: 215,179 shares; 2025Q3: 244,747 shares; 2025Q4: 259,117 shares; 2026Q1: 355,211 shares 355,211 $6.67M <0.01% +96,094 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,033 shares; 2024Q4: 119,635 shares; 2025Q1: 189,656 shares; 2025Q2: 268,418 shares; 2025Q3: 370,371 shares; 2025Q4: 401,175 shares; 2026Q1: 471,996 shares 471,996 $6.67M <0.01% +70,821 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 6,804 shares; 2025Q3: 88,150 shares; 2025Q4: 121,818 shares; 2026Q1: 142,545 shares 142,545 $6.66M <0.01% +20,727 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 2,163 shares; 2025Q3: 8,549 shares; 2025Q4: 14,421 shares; 2026Q1: 33,618 shares 33,618 $6.66M <0.01% +19,197 Timeline VSDA 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: 264,694 shares; 2024Q4: 271,359 shares; 2025Q1: 149,874 shares; 2025Q2: 129,037 shares; 2025Q3: 125,218 shares; 2025Q4: 124,636 shares; 2026Q1: 122,015 shares 122,015 $6.65M <0.01% -2,621 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,509 shares; 2024Q4: 19,301 shares; 2025Q1: 91,474 shares; 2025Q2: 105,042 shares; 2025Q3: 118,679 shares; 2025Q4: 116,891 shares; 2026Q1: 117,260 shares 117,260 $6.65M <0.01% +369 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,954 shares; 2024Q4: 257,449 shares; 2025Q1: 195,146 shares; 2025Q2: 306,503 shares; 2025Q3: 619,290 shares; 2025Q4: 458,059 shares; 2026Q1: 864,630 shares 864,630 $6.63M <0.01% +406,571 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,878 shares; 2024Q4: 157,501 shares; 2025Q1: 68,232 shares; 2025Q2: 80,569 shares; 2025Q3: 283,736 shares; 2025Q4: 217,804 shares; 2026Q1: 155,660 shares 155,660 $6.61M <0.01% -62,144 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,528 shares; 2024Q4: 37,441 shares; 2025Q1: 37,266 shares; 2025Q2: 109,213 shares; 2025Q3: 294,423 shares; 2025Q4: 397,727 shares; 2026Q1: 349,346 shares 349,346 $6.61M <0.01% -48,381 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,153 shares; 2025Q3: 19,540 shares; 2025Q4: 24,364 shares; 2026Q1: 82,324 shares 82,324 $6.59M <0.01% +57,960 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,508 shares; 2025Q3: 206,325 shares; 2025Q4: 230,565 shares; 2026Q1: 263,564 shares 263,564 $6.59M <0.01% +32,999 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,077 shares; 2024Q4: 66,714 shares; 2025Q1: 81,175 shares; 2025Q2: 98,741 shares; 2025Q3: 97,983 shares; 2025Q4: 76,921 shares; 2026Q1: 104,009 shares 104,009 $6.57M <0.01% +27,088 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 12,364 shares; 2025Q1: 12,839 shares; 2025Q2: 13,414 shares; 2025Q3: 13,914 shares; 2025Q4: 12,036 shares; 2026Q1: 13,300 shares 13,300 $6.57M <0.01% +1,264 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,626 shares; 2025Q1: 15,479 shares; 2025Q2: 16,084 shares; 2025Q3: 22,816 shares; 2025Q4: 24,578 shares; 2026Q1: 24,709 shares 24,709 $6.56M <0.01% +131 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,109 shares; 2024Q4: 86,055 shares; 2025Q1: 102,246 shares; 2025Q2: 105,614 shares; 2025Q3: 131,721 shares; 2025Q4: 129,069 shares; 2026Q1: 96,935 shares 96,935 $6.55M <0.01% -32,134 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,715 shares; 2024Q4: 10,323 shares; 2025Q1: 9,913 shares; 2025Q2: 9,439 shares; 2025Q3: 11,086 shares; 2025Q4: 11,846 shares; 2026Q1: 15,061 shares 15,061 $6.54M <0.01% +3,215 Timeline ILTB 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: 126,331 shares; 2024Q4: 161,892 shares; 2025Q1: 115,522 shares; 2025Q2: 108,485 shares; 2025Q3: 105,120 shares; 2025Q4: 114,432 shares; 2026Q1: 133,533 shares 133,533 $6.54M <0.01% +19,101 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,414 shares; 2024Q4: 93,422 shares; 2025Q1: 128,675 shares; 2025Q2: 160,805 shares; 2025Q3: 165,778 shares; 2025Q4: 165,397 shares; 2026Q1: 177,614 shares 177,614 $6.51M <0.01% +12,217 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,166 shares; 2024Q4: 206,010 shares; 2025Q1: 206,516 shares; 2025Q2: 207,272 shares; 2025Q3: 217,011 shares; 2025Q4: 216,193 shares; 2026Q1: 216,611 shares 216,611 $6.5M <0.01% +418 Timeline BSJV 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: 179,888 shares; 2024Q4: 188,965 shares; 2025Q1: 216,318 shares; 2025Q2: 228,378 shares; 2025Q3: 232,738 shares; 2025Q4: 204,331 shares; 2026Q1: 249,170 shares 249,170 $6.48M <0.01% +44,839 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,158 shares; 2024Q4: 138,232 shares; 2025Q1: 207,167 shares; 2025Q2: 172,375 shares; 2025Q3: 182,062 shares; 2025Q4: 197,240 shares; 2026Q1: 180,840 shares 180,840 $6.47M <0.01% -16,400 Timeline WIP 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: 118,830 shares; 2024Q4: 57,198 shares; 2025Q1: 58,458 shares; 2025Q2: 73,028 shares; 2025Q3: 84,739 shares; 2025Q4: 94,471 shares; 2026Q1: 163,267 shares 163,267 $6.47M <0.01% +68,796 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,600 shares; 2024Q4: 23,600 shares; 2025Q1: 11,300 shares; 2025Q2: not reported; 2025Q3: 155,496 shares; 2025Q4: 237,068 shares; 2026Q1: 713,837 shares 713,837 $6.45M <0.01% +476,769 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 44,839 shares; 2025Q1: 68,929 shares; 2025Q2: 74,597 shares; 2025Q3: 105,622 shares; 2025Q4: 100,434 shares; 2026Q1: 98,770 shares 98,770 $6.44M <0.01% -1,664 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 7,996 shares; 2025Q1: 14,245 shares; 2025Q2: 18,725 shares; 2025Q3: 20,401 shares; 2025Q4: 21,184 shares; 2026Q1: 21,322 shares 21,322 $6.44M <0.01% +138 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,672 shares; 2024Q4: 36,151 shares; 2025Q1: 39,916 shares; 2025Q2: 73,378 shares; 2025Q3: 112,972 shares; 2025Q4: 208,426 shares; 2026Q1: 216,269 shares 216,269 $6.43M <0.01% +7,843 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,200 shares; 2024Q4: 156,026 shares; 2025Q1: 175,169 shares; 2025Q2: 178,933 shares; 2025Q3: 218,305 shares; 2025Q4: 260,739 shares; 2026Q1: 303,728 shares 303,728 $6.42M <0.01% +42,989 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,827 shares; 2026Q1: 177,205 shares 177,205 $6.42M <0.01% -15,622 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,053 shares; 2024Q4: 128,253 shares; 2025Q1: 146,485 shares; 2025Q2: 153,835 shares; 2025Q3: 98,247 shares; 2025Q4: 127,264 shares; 2026Q1: 153,563 shares 153,563 $6.41M <0.01% +26,299 Timeline MARW 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: 53,451 shares; 2024Q4: 52,938 shares; 2025Q1: 48,976 shares; 2025Q2: 71,265 shares; 2025Q3: 113,116 shares; 2025Q4: 109,196 shares; 2026Q1: 187,538 shares 187,538 $6.39M <0.01% +78,342 Timeline QDEC 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: 619,075 shares; 2024Q4: 120,771 shares; 2025Q1: 107,761 shares; 2025Q2: 154,647 shares; 2025Q3: 169,591 shares; 2025Q4: 199,688 shares; 2026Q1: 203,053 shares 203,053 $6.39M <0.01% +3,365 Timeline GJUN 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: 43,452 shares; 2024Q4: 55,125 shares; 2025Q1: 123,469 shares; 2025Q2: 153,064 shares; 2025Q3: 163,041 shares; 2025Q4: 164,301 shares; 2026Q1: 161,571 shares 161,571 $6.37M <0.01% -2,730 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,488 shares; 2025Q3: 16,257 shares; 2025Q4: 55,949 shares; 2026Q1: 112,537 shares 112,537 $6.36M <0.01% +56,588 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,313 shares; 2024Q4: 31,988 shares; 2025Q1: 27,208 shares; 2025Q2: 25,542 shares; 2025Q3: 20,125 shares; 2025Q4: 19,203 shares; 2026Q1: 19,405 shares 19,405 $6.34M <0.01% +202 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,365 shares; 2024Q4: 86,962 shares; 2025Q1: 116,141 shares; 2025Q2: 116,786 shares; 2025Q3: 114,464 shares; 2025Q4: 108,455 shares; 2026Q1: 117,588 shares 117,588 $6.34M <0.01% +9,133 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 15,415 shares; 2025Q1: 41,790 shares; 2025Q2: 55,494 shares; 2025Q3: 76,446 shares; 2025Q4: 82,311 shares; 2026Q1: 93,858 shares 93,858 $6.33M <0.01% +11,547 Timeline HYEM 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: 151,658 shares; 2024Q4: 161,981 shares; 2025Q1: 234,997 shares; 2025Q2: 254,263 shares; 2025Q3: 282,759 shares; 2025Q4: 311,839 shares; 2026Q1: 319,476 shares 319,476 $6.3M <0.01% +7,637 Timeline SPDV 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: 175,834 shares; 2024Q4: 148,708 shares; 2025Q1: 148,249 shares; 2025Q2: 151,038 shares; 2025Q3: 161,382 shares; 2025Q4: 169,104 shares; 2026Q1: 169,154 shares 169,154 $6.3M <0.01% +50 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 28,125 shares; 2025Q3: 80,841 shares; 2025Q4: 160,209 shares; 2026Q1: 372,181 shares 372,181 $6.29M <0.01% +211,972 Timeline SMIN 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: 303,445 shares; 2024Q4: 133,771 shares; 2025Q1: 192,135 shares; 2025Q2: 186,454 shares; 2025Q3: 128,156 shares; 2025Q4: 111,502 shares; 2026Q1: 104,640 shares 104,640 $6.27M <0.01% -6,862 Timeline IBMR 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: 43,587 shares; 2024Q4: 91,235 shares; 2025Q1: 134,333 shares; 2025Q2: 163,219 shares; 2025Q3: 177,746 shares; 2025Q4: 194,635 shares; 2026Q1: 247,224 shares 247,224 $6.27M <0.01% +52,589 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,822 shares; 2024Q4: 155,024 shares; 2025Q1: 174,623 shares; 2025Q2: 160,668 shares; 2025Q3: 166,826 shares; 2025Q4: 154,077 shares; 2026Q1: 272,763 shares 272,763 $6.27M <0.01% +118,686 Timeline SHE 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: 103,408 shares; 2024Q4: 104,715 shares; 2025Q1: 108,773 shares; 2025Q2: 115,068 shares; 2025Q3: 118,979 shares; 2025Q4: 121,362 shares; 2026Q1: 48,979 shares 48,979 $6.26M <0.01% -72,383 Timeline DDIV 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: 153,460 shares; 2024Q4: 155,968 shares; 2025Q1: 152,808 shares; 2025Q2: 140,754 shares; 2025Q3: 138,626 shares; 2025Q4: 142,020 shares; 2026Q1: 154,659 shares 154,659 $6.25M <0.01% +12,639 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586,004 shares; 2024Q4: 512,844 shares; 2025Q1: 528,736 shares; 2025Q2: 563,553 shares; 2025Q3: 613,770 shares; 2025Q4: 570,397 shares; 2026Q1: 576,916 shares 576,916 $6.25M <0.01% +6,519 Timeline PGHY 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: 284,901 shares; 2024Q4: 286,680 shares; 2025Q1: 462,005 shares; 2025Q2: 482,121 shares; 2025Q3: 299,115 shares; 2025Q4: 243,386 shares; 2026Q1: 321,888 shares 321,888 $6.25M <0.01% +78,502 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,090 shares; 2024Q4: 39,342 shares; 2025Q1: 44,238 shares; 2025Q2: 45,294 shares; 2025Q3: 69,255 shares; 2025Q4: 75,702 shares; 2026Q1: 82,815 shares 82,815 $6.24M <0.01% +7,113 Timeline PSQ 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: 118,814 shares; 2024Q4: 85,531 shares; 2025Q1: 136,272 shares; 2025Q2: 112,538 shares; 2025Q3: 178,860 shares; 2025Q4: 97,972 shares; 2026Q1: 193,789 shares 193,789 $6.24M <0.01% +95,817 Timeline PSCT 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: 104,683 shares; 2024Q4: 102,907 shares; 2025Q1: 96,653 shares; 2025Q2: 66,190 shares; 2025Q3: 67,455 shares; 2025Q4: 90,121 shares; 2026Q1: 103,763 shares 103,763 $6.23M <0.01% +13,642 Timeline IIGD 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: 114,135 shares; 2024Q4: 105,537 shares; 2025Q1: 112,876 shares; 2025Q2: 158,663 shares; 2025Q3: 225,702 shares; 2025Q4: 233,428 shares; 2026Q1: 253,182 shares 253,182 $6.23M <0.01% +19,754 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,865 shares; 2024Q4: 44,534 shares; 2025Q1: 46,347 shares; 2025Q2: 51,020 shares; 2025Q3: 52,880 shares; 2025Q4: 50,386 shares; 2026Q1: 50,990 shares 50,990 $6.23M <0.01% +604 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,570 shares; 2024Q4: 164,501 shares; 2025Q1: 182,878 shares; 2025Q2: 210,594 shares; 2025Q3: 239,186 shares; 2025Q4: 239,781 shares; 2026Q1: 273,482 shares 273,482 $6.22M <0.01% +33,701 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,889 shares; 2024Q4: 306,141 shares; 2025Q1: 264,028 shares; 2025Q2: 293,787 shares; 2025Q3: 283,801 shares; 2025Q4: 332,003 shares; 2026Q1: 332,462 shares 332,462 $6.22M <0.01% +459 Timeline HSMV 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: 121,654 shares; 2024Q4: 126,727 shares; 2025Q1: 132,863 shares; 2025Q2: 143,420 shares; 2025Q3: 151,668 shares; 2025Q4: 163,070 shares; 2026Q1: 171,828 shares 171,828 $6.21M <0.01% +8,758 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,592 shares; 2024Q4: 36,582 shares; 2025Q1: 47,711 shares; 2025Q2: 52,270 shares; 2025Q3: 80,449 shares; 2025Q4: 82,274 shares; 2026Q1: 85,649 shares 85,649 $6.21M <0.01% +3,375 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,077 shares; 2024Q4: 47,230 shares; 2025Q1: 372,983 shares; 2025Q2: 459,325 shares; 2025Q3: 517,416 shares; 2025Q4: 408,680 shares; 2026Q1: 420,751 shares 420,751 $6.19M <0.01% +12,071 Timeline COWS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,633 shares; 2025Q2: 35,648 shares; 2025Q3: 36,470 shares; 2025Q4: 40,911 shares; 2026Q1: 187,524 shares 187,524 $6.19M <0.01% +146,613 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,335 shares; 2024Q4: 187,217 shares; 2025Q1: 441,931 shares; 2025Q2: 1,055,349 shares; 2025Q3: 1,095,398 shares; 2025Q4: 882,551 shares; 2026Q1: 1,362,151 shares 1,362,151 $6.17M <0.01% +479,600 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,887 shares; 2024Q4: 109,695 shares; 2025Q1: 120,915 shares; 2025Q2: 148,299 shares; 2025Q3: 170,954 shares; 2025Q4: 190,401 shares; 2026Q1: 241,027 shares 241,027 $6.14M <0.01% +50,626 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 7,245 shares; 2025Q1: 10,115 shares; 2025Q2: 10,403 shares; 2025Q3: 22,875 shares; 2025Q4: 34,655 shares; 2026Q1: 45,761 shares 45,761 $6.14M <0.01% +11,106 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,025 shares; 2024Q4: 32,007 shares; 2025Q1: 28,321 shares; 2025Q2: 29,702 shares; 2025Q3: 37,146 shares; 2025Q4: 32,085 shares; 2026Q1: 32,786 shares 32,786 $6.14M <0.01% +701 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,610 shares; 2024Q4: 68,131 shares; 2025Q1: 93,055 shares; 2025Q2: 231,552 shares; 2025Q3: 308,932 shares; 2025Q4: 331,853 shares; 2026Q1: 385,667 shares 385,667 $6.14M <0.01% +53,814 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,999 shares; 2024Q4: 25,573 shares; 2025Q1: 27,520 shares; 2025Q2: 29,566 shares; 2025Q3: 32,292 shares; 2025Q4: 34,729 shares; 2026Q1: 35,725 shares 35,725 $6.11M <0.01% +996 Timeline DNOV 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: 46,684 shares; 2024Q4: 47,630 shares; 2025Q1: 52,394 shares; 2025Q2: 72,121 shares; 2025Q3: 97,213 shares; 2025Q4: 129,223 shares; 2026Q1: 127,499 shares 127,499 $6.11M <0.01% -1,724 Timeline FTXH 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: 51,100 shares; 2024Q4: 55,876 shares; 2025Q1: 104,902 shares; 2025Q2: 109,007 shares; 2025Q3: 103,958 shares; 2025Q4: 146,105 shares; 2026Q1: 177,635 shares 177,635 $6.1M <0.01% +31,530 Timeline HIGH 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: 439,341 shares; 2024Q4: 360,365 shares; 2025Q1: 243,253 shares; 2025Q2: 253,127 shares; 2025Q3: 287,722 shares; 2025Q4: 295,843 shares; 2026Q1: 285,784 shares 285,784 $6.1M <0.01% -10,059 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,419 shares; 2024Q4: 202,251 shares; 2025Q1: 213,280 shares; 2025Q2: 200,620 shares; 2025Q3: 227,954 shares; 2025Q4: 270,109 shares; 2026Q1: 202,298 shares 202,298 $6.09M <0.01% -67,811 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,859 shares; 2024Q4: 282,520 shares; 2025Q1: 648,822 shares; 2025Q2: 1,042,114 shares; 2025Q3: 718,061 shares; 2025Q4: 751,012 shares; 2026Q1: 653,919 shares 653,919 $6.09M <0.01% -97,093 Timeline DJAN 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: 60,483 shares; 2024Q4: 68,109 shares; 2025Q1: 67,433 shares; 2025Q2: 80,851 shares; 2025Q3: 98,783 shares; 2025Q4: 100,819 shares; 2026Q1: 142,789 shares 142,789 $6.07M <0.01% +41,970 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,648 shares; 2024Q4: 23,795 shares; 2025Q1: 37,777 shares; 2025Q2: 38,350 shares; 2025Q3: 51,971 shares; 2025Q4: 52,346 shares; 2026Q1: 75,291 shares 75,291 $6.07M <0.01% +22,945 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,528 shares; 2024Q4: 70,155 shares; 2025Q1: 77,103 shares; 2025Q2: 76,678 shares; 2025Q3: 90,399 shares; 2025Q4: 93,945 shares; 2026Q1: 87,420 shares 87,420 $6.07M <0.01% -6,525 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,253 shares; 2024Q4: 365,359 shares; 2025Q1: 424,266 shares; 2025Q2: 422,455 shares; 2025Q3: 428,948 shares; 2025Q4: 545,278 shares; 2026Q1: 479,099 shares 479,099 $6.07M <0.01% -66,179 Timeline GUSE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188,904 shares; 2026Q1: 155,234 shares 155,234 $6.06M <0.01% -33,670 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,188 shares; 2025Q1: 239,271 shares; 2025Q2: 228,435 shares; 2025Q3: 261,272 shares; 2025Q4: 265,983 shares; 2026Q1: 249,176 shares 249,176 $6.04M <0.01% -16,807 Timeline BRLN 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: 39,004 shares; 2025Q2: 49,805 shares; 2025Q3: 92,811 shares; 2025Q4: 101,000 shares; 2026Q1: 119,071 shares 119,071 $6.04M <0.01% +18,071 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,160 shares; 2024Q4: 63,148 shares; 2025Q1: 101,371 shares; 2025Q2: 109,377 shares; 2025Q3: 116,161 shares; 2025Q4: 126,953 shares; 2026Q1: 121,165 shares 121,165 $6.04M <0.01% -5,788 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,798 shares; 2024Q4: 44,984 shares; 2025Q1: 70,029 shares; 2025Q2: 68,794 shares; 2025Q3: 72,959 shares; 2025Q4: 71,503 shares; 2026Q1: 78,211 shares 78,211 $6.04M <0.01% +6,708 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,504 shares; 2024Q4: 36,195 shares; 2025Q1: 38,161 shares; 2025Q2: 47,197 shares; 2025Q3: 65,112 shares; 2025Q4: 75,635 shares; 2026Q1: 96,022 shares 96,022 $6.02M <0.01% +20,387 Timeline SPBC 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: 55,315 shares; 2024Q4: 103,341 shares; 2025Q1: 184,756 shares; 2025Q2: 223,822 shares; 2025Q3: 394,437 shares; 2025Q4: 173,245 shares; 2026Q1: 144,680 shares 144,680 $6.02M <0.01% -28,565 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,451 shares; 2025Q2: 55,478 shares; 2025Q3: 64,226 shares; 2025Q4: 118,063 shares; 2026Q1: 182,365 shares 182,365 $5.99M <0.01% +64,302 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,288 shares; 2025Q1: 29,500 shares; 2025Q2: 102,411 shares; 2025Q3: 111,880 shares; 2025Q4: 106,534 shares; 2026Q1: 109,635 shares 109,635 $5.99M <0.01% +3,101 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,996 shares; 2024Q4: 498,517 shares; 2025Q1: 474,550 shares; 2025Q2: 509,159 shares; 2025Q3: 557,830 shares; 2025Q4: 567,005 shares; 2026Q1: 536,305 shares 536,305 $5.99M <0.01% -30,700 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,848 shares; 2024Q4: 162,696 shares; 2025Q1: 174,193 shares; 2025Q2: 186,915 shares; 2025Q3: 389,017 shares; 2025Q4: 723,819 shares; 2026Q1: 565,724 shares 565,724 $5.98M <0.01% -158,095 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 52,547 shares; 2025Q1: 49,182 shares; 2025Q2: 54,171 shares; 2025Q3: 54,323 shares; 2025Q4: 39,190 shares; 2026Q1: 95,788 shares 95,788 $5.98M <0.01% +56,598 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,490 shares; 2024Q4: 198,405 shares; 2025Q1: 196,229 shares; 2025Q2: 207,556 shares; 2025Q3: 204,896 shares; 2025Q4: 214,356 shares; 2026Q1: 221,881 shares 221,881 $5.98M <0.01% +7,525 Timeline EFAX 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: 158,971 shares; 2024Q4: 159,842 shares; 2025Q1: 148,274 shares; 2025Q2: 132,164 shares; 2025Q3: 119,191 shares; 2025Q4: 119,804 shares; 2026Q1: 119,774 shares 119,774 $5.96M <0.01% -30 Timeline NFTY 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: 215,888 shares; 2024Q4: 222,059 shares; 2025Q1: 215,429 shares; 2025Q2: 224,895 shares; 2025Q3: 174,928 shares; 2025Q4: 137,589 shares; 2026Q1: 115,680 shares 115,680 $5.96M <0.01% -21,909 Timeline NUMV 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: 372,200 shares; 2024Q4: 382,286 shares; 2025Q1: 531,453 shares; 2025Q2: 547,029 shares; 2025Q3: 578,960 shares; 2025Q4: 589,741 shares; 2026Q1: 153,607 shares 153,607 $5.96M <0.01% -436,134 Timeline TLTD 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: 14,073 shares; 2024Q4: 12,886 shares; 2025Q1: 14,994 shares; 2025Q2: 12,734 shares; 2025Q3: 11,189 shares; 2025Q4: 65,339 shares; 2026Q1: 63,326 shares 63,326 $5.95M <0.01% -2,013 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,360 shares; 2026Q1: 100,309 shares 100,309 $5.94M <0.01% +78,949 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,362 shares; 2024Q4: 406,648 shares; 2025Q1: 426,391 shares; 2025Q2: 446,832 shares; 2025Q3: 516,130 shares; 2025Q4: 501,019 shares; 2026Q1: 534,673 shares 534,673 $5.93M <0.01% +33,654 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,467 shares; 2024Q4: 85,423 shares; 2025Q1: 135,813 shares; 2025Q2: 158,321 shares; 2025Q3: 143,244 shares; 2025Q4: 129,545 shares; 2026Q1: 133,164 shares 133,164 $5.93M <0.01% +3,619 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,031 shares; 2024Q4: 64,539 shares; 2025Q1: 120,798 shares; 2025Q2: 114,416 shares; 2025Q3: 131,639 shares; 2025Q4: 221,640 shares; 2026Q1: 324,753 shares 324,753 $5.93M <0.01% +103,113 Timeline SPFF 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: 760,547 shares; 2024Q4: 732,821 shares; 2025Q1: 699,713 shares; 2025Q2: 690,785 shares; 2025Q3: 635,115 shares; 2025Q4: 642,722 shares; 2026Q1: 666,592 shares 666,592 $5.93M <0.01% +23,870 Timeline HYGV 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: 69,851 shares; 2024Q4: 112,920 shares; 2025Q1: 127,602 shares; 2025Q2: 147,958 shares; 2025Q3: 142,026 shares; 2025Q4: 162,160 shares; 2026Q1: 147,906 shares 147,906 $5.93M <0.01% -14,254 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,598 shares; 2025Q3: 178,793 shares; 2025Q4: 185,686 shares; 2026Q1: 567,510 shares 567,510 $5.92M <0.01% +381,824 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,027 shares; 2024Q4: 296,621 shares; 2025Q1: 172,586 shares; 2025Q2: 195,303 shares; 2025Q3: 318,575 shares; 2025Q4: 335,833 shares; 2026Q1: 280,101 shares 280,101 $5.9M <0.01% -55,732 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,234 shares; 2024Q4: 108,515 shares; 2025Q1: 104,903 shares; 2025Q2: 107,533 shares; 2025Q3: 159,138 shares; 2025Q4: 235,983 shares; 2026Q1: 265,071 shares 265,071 $5.9M <0.01% +29,088 Timeline RZG 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: 135,000 shares; 2024Q4: 128,620 shares; 2025Q1: 128,661 shares; 2025Q2: 126,349 shares; 2025Q3: 104,335 shares; 2025Q4: 106,120 shares; 2026Q1: 103,507 shares 103,507 $5.9M <0.01% -2,613 Timeline PTBD 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: 532,836 shares; 2024Q4: 481,218 shares; 2025Q1: 503,510 shares; 2025Q2: 439,662 shares; 2025Q3: 412,514 shares; 2025Q4: 370,484 shares; 2026Q1: 310,552 shares 310,552 $5.89M <0.01% -59,932 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,821 shares; 2024Q4: 17,801 shares; 2025Q1: 18,573 shares; 2025Q2: 47,914 shares; 2025Q3: 50,595 shares; 2025Q4: 45,674 shares; 2026Q1: 42,934 shares 42,934 $5.89M <0.01% -2,740 Timeline VCEB 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: 33,940 shares; 2024Q4: 39,929 shares; 2025Q1: 45,673 shares; 2025Q2: 57,962 shares; 2025Q3: 65,045 shares; 2025Q4: 80,661 shares; 2026Q1: 93,656 shares 93,656 $5.88M <0.01% +12,995 Timeline AIVL 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: 42,421 shares; 2024Q4: 38,703 shares; 2025Q1: 40,073 shares; 2025Q2: 40,543 shares; 2025Q3: 40,941 shares; 2025Q4: 48,178 shares; 2026Q1: 50,753 shares 50,753 $5.87M <0.01% +2,575 Timeline SLX 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: 15,156 shares; 2024Q4: 14,992 shares; 2025Q1: 21,673 shares; 2025Q2: 23,232 shares; 2025Q3: 35,242 shares; 2025Q4: 122,968 shares; 2026Q1: 63,965 shares 63,965 $5.87M <0.01% -59,003 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,356 shares; 2024Q4: 46,882 shares; 2025Q1: 42,983 shares; 2025Q2: 49,426 shares; 2025Q3: 37,664 shares; 2025Q4: 35,132 shares; 2026Q1: 46,141 shares 46,141 $5.87M <0.01% +11,009 Timeline SMMV 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: 151,164 shares; 2024Q4: 144,091 shares; 2025Q1: 140,053 shares; 2025Q2: 163,857 shares; 2025Q3: 158,728 shares; 2025Q4: 164,994 shares; 2026Q1: 134,542 shares 134,542 $5.87M <0.01% -30,452 Timeline SIXO 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: 14,408 shares; 2024Q4: 14,507 shares; 2025Q1: 12,939 shares; 2025Q2: 20,138 shares; 2025Q3: 168,053 shares; 2025Q4: 169,095 shares; 2026Q1: 173,709 shares 173,709 $5.87M <0.01% +4,614 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,455 shares; 2024Q4: 72,285 shares; 2025Q1: 69,325 shares; 2025Q2: 68,755 shares; 2025Q3: 74,687 shares; 2025Q4: 80,774 shares; 2026Q1: 89,771 shares 89,771 $5.86M <0.01% +8,997 Timeline XSHD 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: 71,436 shares; 2024Q4: 82,346 shares; 2025Q1: 144,940 shares; 2025Q2: 155,758 shares; 2025Q3: 185,634 shares; 2025Q4: 305,338 shares; 2026Q1: 445,673 shares 445,673 $5.85M <0.01% +140,335 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 10,056 shares; 2025Q1: 13,198 shares; 2025Q2: 13,028 shares; 2025Q3: 15,941 shares; 2025Q4: 16,750 shares; 2026Q1: 19,979 shares 19,979 $5.85M <0.01% +3,229 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,969 shares; 2025Q1: 10,986 shares; 2025Q2: 12,885 shares; 2025Q3: 17,786 shares; 2025Q4: 33,618 shares; 2026Q1: 81,443 shares 81,443 $5.84M <0.01% +47,825 Timeline SIZE 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: 20,203 shares; 2024Q4: 17,922 shares; 2025Q1: 17,406 shares; 2025Q2: 17,891 shares; 2025Q3: 49,030 shares; 2025Q4: 35,368 shares; 2026Q1: 36,567 shares 36,567 $5.83M <0.01% +1,199 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,704 shares; 2024Q4: 49,743 shares; 2025Q1: 54,247 shares; 2025Q2: 42,770 shares; 2025Q3: 66,554 shares; 2025Q4: 89,622 shares; 2026Q1: 100,879 shares 100,879 $5.83M <0.01% +11,257 Timeline NATO THEMES ETF TR More: the full row for THEMES 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: 151,181 shares 151,181 $5.83M <0.01% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,111 shares; 2024Q4: 16,754 shares; 2025Q1: 16,315 shares; 2025Q2: 29,670 shares; 2025Q3: 34,190 shares; 2025Q4: 40,323 shares; 2026Q1: 43,925 shares 43,925 $5.79M <0.01% +3,602 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,491 shares; 2024Q4: 118,652 shares; 2025Q1: 104,348 shares; 2025Q2: 115,208 shares; 2025Q3: 112,645 shares; 2025Q4: 132,463 shares; 2026Q1: 123,979 shares 123,979 $5.78M <0.01% -8,484 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,275 shares; 2024Q4: 429,195 shares; 2025Q1: 431,320 shares; 2025Q2: 438,120 shares; 2025Q3: 771,356 shares; 2025Q4: 779,226 shares; 2026Q1: 821,881 shares 821,881 $5.78M <0.01% +42,655 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,210 shares; 2024Q4: 162,991 shares; 2025Q1: 293,039 shares; 2025Q2: 156,905 shares; 2025Q3: 131,823 shares; 2025Q4: 133,692 shares; 2026Q1: 145,535 shares 145,535 $5.77M <0.01% +11,843 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,970 shares; 2024Q4: 109,242 shares; 2025Q1: 90,346 shares; 2025Q2: 124,840 shares; 2025Q3: 152,857 shares; 2025Q4: 421,758 shares; 2026Q1: 452,294 shares 452,294 $5.77M <0.01% +30,536 Timeline FTMS 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: 426,775 shares; 2026Q1: 581,294 shares 581,294 $5.76M <0.01% +154,519 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,112 shares; 2025Q2: 4,809 shares; 2025Q3: 6,413 shares; 2025Q4: 14,735 shares; 2026Q1: 42,369 shares 42,369 $5.75M <0.01% +27,634 Timeline CSB 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: 108,392 shares; 2024Q4: 106,247 shares; 2025Q1: 111,994 shares; 2025Q2: 116,236 shares; 2025Q3: 95,221 shares; 2025Q4: 91,683 shares; 2026Q1: 93,184 shares 93,184 $5.75M <0.01% +1,501 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,568 shares; 2024Q4: 27,150 shares; 2025Q1: 30,470 shares; 2025Q2: 100,078 shares; 2025Q3: 159,767 shares; 2025Q4: 187,515 shares; 2026Q1: 195,248 shares 195,248 $5.75M <0.01% +7,733 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973,364 shares; 2024Q4: 948,614 shares; 2025Q1: 958,433 shares; 2025Q2: 938,295 shares; 2025Q3: 981,217 shares; 2025Q4: 943,220 shares; 2026Q1: 949,990 shares 949,990 $5.75M <0.01% +6,770 Timeline