BBSC 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: 46,292 shares; 2024Q4: 49,533 shares; 2025Q1: 55,223 shares; 2025Q2: 55,411 shares; 2025Q3: 57,457 shares; 2025Q4: 59,929 shares; 2026Q1: 76,226 shares 76,226 $5.72M <0.01% +16,297 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,066 shares; 2024Q4: 135,069 shares; 2025Q1: 143,995 shares; 2025Q2: 193,788 shares; 2025Q3: 234,424 shares; 2025Q4: 261,711 shares; 2026Q1: 261,724 shares 261,724 $5.71M <0.01% +13 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,443 shares; 2024Q4: 85,456 shares; 2025Q1: 78,990 shares; 2025Q2: 332,990 shares; 2025Q3: 331,329 shares; 2025Q4: 85,599 shares; 2026Q1: 85,204 shares 85,204 $5.71M <0.01% -395 Timeline BBAX 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: 37,993 shares; 2024Q4: 56,401 shares; 2025Q1: 31,451 shares; 2025Q2: 47,237 shares; 2025Q3: 52,651 shares; 2025Q4: 68,126 shares; 2026Q1: 95,947 shares 95,947 $5.7M <0.01% +27,821 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,002 shares; 2024Q4: 57,435 shares; 2025Q1: 59,986 shares; 2025Q2: 64,172 shares; 2025Q3: 62,120 shares; 2025Q4: 64,829 shares; 2026Q1: 60,994 shares 60,994 $5.7M <0.01% -3,835 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,156 shares; 2024Q4: 59,639 shares; 2025Q1: 21,393 shares; 2025Q2: 22,465 shares; 2025Q3: 22,399 shares; 2025Q4: 20,280 shares; 2026Q1: 19,803 shares 19,803 $5.68M <0.01% -477 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,829 shares; 2024Q4: 96,702 shares; 2025Q1: 118,613 shares; 2025Q2: 138,371 shares; 2025Q3: 196,507 shares; 2025Q4: 179,856 shares; 2026Q1: 174,263 shares 174,263 $5.67M <0.01% -5,593 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,933 shares; 2024Q4: 444,565 shares; 2025Q1: 530,374 shares; 2025Q2: 78,674 shares; 2025Q3: 728,492 shares; 2025Q4: 738,455 shares; 2026Q1: 670,242 shares 670,242 $5.67M <0.01% -68,213 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,461 shares; 2025Q4: 144,577 shares; 2026Q1: 137,087 shares 137,087 $5.65M <0.01% -7,490 Timeline HYXF 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: 20,973 shares; 2024Q4: 33,135 shares; 2025Q1: 45,957 shares; 2025Q2: 72,773 shares; 2025Q3: 56,225 shares; 2025Q4: 118,175 shares; 2026Q1: 122,012 shares 122,012 $5.65M <0.01% +3,837 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,292 shares; 2024Q4: 76,597 shares; 2025Q1: 108,513 shares; 2025Q2: 111,083 shares; 2025Q3: 107,244 shares; 2025Q4: 101,757 shares; 2026Q1: 114,787 shares 114,787 $5.65M <0.01% +13,030 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,692 shares; 2024Q4: 147,041 shares; 2025Q1: 165,559 shares; 2025Q2: 160,423 shares; 2025Q3: 197,060 shares; 2025Q4: 163,018 shares; 2026Q1: 537,247 shares 537,247 $5.65M <0.01% +374,229 Timeline IFV 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: 416,847 shares; 2024Q4: 423,832 shares; 2025Q1: 250,676 shares; 2025Q2: 200,987 shares; 2025Q3: 221,355 shares; 2025Q4: 209,751 shares; 2026Q1: 223,106 shares 223,106 $5.64M <0.01% +13,355 Timeline EQRR 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: 11,238 shares; 2024Q4: 6,476 shares; 2025Q1: 7,374 shares; 2025Q2: 5,828 shares; 2025Q3: 7,885 shares; 2025Q4: 6,786 shares; 2026Q1: 81,059 shares 81,059 $5.64M <0.01% +74,273 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,812 shares; 2024Q4: 46,800 shares; 2025Q1: 36,705 shares; 2025Q2: 41,483 shares; 2025Q3: 33,697 shares; 2025Q4: 34,573 shares; 2026Q1: 36,936 shares 36,936 $5.63M <0.01% +2,363 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,682 shares; 2024Q4: 187,775 shares; 2025Q1: 111,354 shares; 2025Q2: 115,195 shares; 2025Q3: 102,026 shares; 2025Q4: 107,988 shares; 2026Q1: 120,112 shares 120,112 $5.61M <0.01% +12,124 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,746 shares; 2024Q4: 209,927 shares; 2025Q1: 193,293 shares; 2025Q2: 175,473 shares; 2025Q3: 168,218 shares; 2025Q4: 169,425 shares; 2026Q1: 118,090 shares 118,090 $5.6M <0.01% -51,335 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,724 shares; 2025Q1: 18,984 shares; 2025Q2: 42,779 shares; 2025Q3: 68,357 shares; 2025Q4: 71,993 shares; 2026Q1: 207,588 shares 207,588 $5.56M <0.01% +135,595 Timeline NBET 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: not reported; 2025Q1: 101,838 shares; 2025Q2: 94,998 shares; 2025Q3: 113,573 shares; 2025Q4: 110,225 shares; 2026Q1: 135,165 shares 135,165 $5.55M <0.01% +24,940 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,003 shares; 2024Q4: 162,647 shares; 2025Q1: 253,925 shares; 2025Q2: 382,822 shares; 2025Q3: 464,154 shares; 2025Q4: 564,809 shares; 2026Q1: 671,885 shares 671,885 $5.55M <0.01% +107,076 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,381 shares; 2024Q4: 39,006 shares; 2025Q1: 45,371 shares; 2025Q2: 44,554 shares; 2025Q3: 41,854 shares; 2025Q4: 35,742 shares; 2026Q1: 49,882 shares 49,882 $5.54M <0.01% +14,140 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,112 shares; 2024Q4: 505,154 shares; 2025Q1: 592,689 shares; 2025Q2: 221,588 shares; 2025Q3: 722,659 shares; 2025Q4: 727,096 shares; 2026Q1: 576,132 shares 576,132 $5.54M <0.01% -150,964 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,409 shares; 2025Q3: 156,641 shares; 2025Q4: 274,559 shares; 2026Q1: 454,592 shares 454,592 $5.54M <0.01% +180,033 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,982 shares; 2024Q4: 57,942 shares; 2025Q1: 62,654 shares; 2025Q2: 65,312 shares; 2025Q3: 58,662 shares; 2025Q4: 57,111 shares; 2026Q1: 74,898 shares 74,898 $5.54M <0.01% +17,787 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662,958 shares; 2024Q4: 535,597 shares; 2025Q1: 476,632 shares; 2025Q2: 636,463 shares; 2025Q3: 779,952 shares; 2025Q4: 850,752 shares; 2026Q1: 865,179 shares 865,179 $5.52M <0.01% +14,427 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306,435 shares; 2025Q2: 317,676 shares; 2025Q3: 332,660 shares; 2025Q4: 369,672 shares; 2026Q1: 370,347 shares 370,347 $5.51M <0.01% +675 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,898 shares; 2024Q4: 260,485 shares; 2025Q1: 294,198 shares; 2025Q2: 353,083 shares; 2025Q3: 397,378 shares; 2025Q4: 88,573 shares; 2026Q1: 118,686 shares 118,686 $5.51M <0.01% +30,113 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,390 shares; 2024Q4: 68,194 shares; 2025Q1: 74,529 shares; 2025Q2: 78,011 shares; 2025Q3: 57,267 shares; 2025Q4: 62,139 shares; 2026Q1: 64,990 shares 64,990 $5.5M <0.01% +2,851 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,294 shares; 2025Q3: 162,966 shares; 2025Q4: 200,115 shares; 2026Q1: 219,288 shares 219,288 $5.49M <0.01% +19,173 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,235 shares; 2024Q4: 292,851 shares; 2025Q1: 289,820 shares; 2025Q2: 325,591 shares; 2025Q3: 327,468 shares; 2025Q4: 315,499 shares; 2026Q1: 322,821 shares 322,821 $5.48M <0.01% +7,322 Timeline OSCV 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: 126,300 shares; 2024Q4: 144,039 shares; 2025Q1: 150,579 shares; 2025Q2: 164,976 shares; 2025Q3: 177,522 shares; 2025Q4: 159,019 shares; 2026Q1: 139,059 shares 139,059 $5.48M <0.01% -19,960 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,502 shares; 2024Q4: 8,502 shares; 2025Q1: 6,254 shares; 2025Q2: 7,712 shares; 2025Q3: 12,242 shares; 2025Q4: 49,673 shares; 2026Q1: 131,786 shares 131,786 $5.48M <0.01% +82,113 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,106 shares; 2024Q4: 56,419 shares; 2025Q1: 59,670 shares; 2025Q2: 61,994 shares; 2025Q3: 64,847 shares; 2025Q4: 123,190 shares; 2026Q1: 98,365 shares 98,365 $5.47M <0.01% -24,825 Timeline EMNT 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: 29,757 shares; 2024Q4: 38,724 shares; 2025Q1: 16,416 shares; 2025Q2: 33,361 shares; 2025Q3: 37,530 shares; 2025Q4: 42,784 shares; 2026Q1: 54,983 shares 54,983 $5.44M <0.01% +12,199 Timeline AGZ 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: 26,820 shares; 2024Q4: 27,150 shares; 2025Q1: 41,859 shares; 2025Q2: 34,140 shares; 2025Q3: 35,597 shares; 2025Q4: 43,087 shares; 2026Q1: 49,569 shares 49,569 $5.44M <0.01% +6,482 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,898 shares; 2024Q4: 120,669 shares; 2025Q1: 134,487 shares; 2025Q2: 157,941 shares; 2025Q3: 163,520 shares; 2025Q4: 130,923 shares; 2026Q1: 200,544 shares 200,544 $5.41M <0.01% +69,621 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,032 shares; 2024Q4: 60,682 shares; 2025Q1: 62,184 shares; 2025Q2: 69,643 shares; 2025Q3: 71,729 shares; 2025Q4: 34,727 shares; 2026Q1: 134,309 shares 134,309 $5.41M <0.01% +99,582 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,577 shares; 2024Q4: 317,753 shares; 2025Q1: 314,275 shares; 2025Q2: 333,015 shares; 2025Q3: 345,342 shares; 2025Q4: 355,576 shares; 2026Q1: 374,459 shares 374,459 $5.41M <0.01% +18,883 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,146 shares; 2024Q4: 37,131 shares; 2025Q1: 14,658 shares; 2025Q2: 14,349 shares; 2025Q3: 15,747 shares; 2025Q4: 15,197 shares; 2026Q1: 15,392 shares 15,392 $5.41M <0.01% +195 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,675 shares; 2024Q4: 223,762 shares; 2025Q1: 400,186 shares; 2025Q2: 536,132 shares; 2025Q3: 370,199 shares; 2025Q4: 310,327 shares; 2026Q1: 253,506 shares 253,506 $5.4M <0.01% -56,821 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,640 shares; 2024Q4: 32,579 shares; 2025Q1: 35,005 shares; 2025Q2: 39,991 shares; 2025Q3: 44,642 shares; 2025Q4: 37,683 shares; 2026Q1: 31,136 shares 31,136 $5.4M <0.01% -6,547 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,751 shares; 2024Q4: 111,045 shares; 2025Q1: 93,052 shares; 2025Q2: 106,174 shares; 2025Q3: 82,626 shares; 2025Q4: 94,417 shares; 2026Q1: 120,842 shares 120,842 $5.4M <0.01% +26,425 Timeline XMPT 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: 124,091 shares; 2024Q4: 272,966 shares; 2025Q1: 255,403 shares; 2025Q2: 186,180 shares; 2025Q3: 210,958 shares; 2025Q4: 221,249 shares; 2026Q1: 250,723 shares 250,723 $5.39M <0.01% +29,474 Timeline DEUS 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: 55,757 shares; 2024Q4: 65,175 shares; 2025Q1: 67,444 shares; 2025Q2: 67,036 shares; 2025Q3: 73,733 shares; 2025Q4: 81,114 shares; 2026Q1: 89,981 shares 89,981 $5.39M <0.01% +8,867 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,934 shares; 2024Q4: 71,145 shares; 2025Q1: 69,063 shares; 2025Q2: 88,897 shares; 2025Q3: 107,430 shares; 2025Q4: 142,382 shares; 2026Q1: 136,137 shares 136,137 $5.37M <0.01% -6,245 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,416 shares; 2024Q4: 156,108 shares; 2025Q1: 343,517 shares; 2025Q2: 379,736 shares; 2025Q3: 479,060 shares; 2025Q4: 456,636 shares; 2026Q1: 489,458 shares 489,458 $5.36M <0.01% +32,822 Timeline VAMO 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: 81,430 shares; 2024Q4: 85,224 shares; 2025Q1: 88,018 shares; 2025Q2: 89,401 shares; 2025Q3: 105,773 shares; 2025Q4: 109,332 shares; 2026Q1: 151,042 shares 151,042 $5.36M <0.01% +41,710 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 14,552 shares; 2025Q1: 19,168 shares; 2025Q2: 24,542 shares; 2025Q3: 25,922 shares; 2025Q4: 26,143 shares; 2026Q1: 26,142 shares 26,142 $5.35M <0.01% -1 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,157 shares; 2024Q4: 13,045 shares; 2025Q1: 14,299 shares; 2025Q2: 20,547 shares; 2025Q3: 21,732 shares; 2025Q4: 21,060 shares; 2026Q1: 20,536 shares 20,536 $5.35M <0.01% -524 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,278 shares; 2025Q1: 136,270 shares; 2025Q2: 282,994 shares; 2025Q3: 326,321 shares; 2025Q4: 332,285 shares; 2026Q1: 261,154 shares 261,154 $5.35M <0.01% -71,131 Timeline PXJ 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: 121,270 shares; 2024Q4: 95,049 shares; 2025Q1: 46,528 shares; 2025Q2: 36,418 shares; 2025Q3: 13,238 shares; 2025Q4: 15,385 shares; 2026Q1: 128,896 shares 128,896 $5.34M <0.01% +113,511 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 12,061 shares; 2025Q1: 15,956 shares; 2025Q2: 15,582 shares; 2025Q3: 19,169 shares; 2025Q4: 22,221 shares; 2026Q1: 19,060 shares 19,060 $5.34M <0.01% -3,161 Timeline GCC 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: 107,631 shares; 2024Q4: 103,299 shares; 2025Q1: 115,586 shares; 2025Q2: 105,645 shares; 2025Q3: 107,353 shares; 2025Q4: 255,484 shares; 2026Q1: 223,041 shares 223,041 $5.34M <0.01% -32,443 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,785 shares; 2024Q4: 105,801 shares; 2025Q1: 103,636 shares; 2025Q2: 104,259 shares; 2025Q3: 103,731 shares; 2025Q4: 115,143 shares; 2026Q1: 117,246 shares 117,246 $5.34M <0.01% +2,103 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,770 shares 147,770 $5.34M <0.01% new Timeline BSMV 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: 189,991 shares; 2024Q4: 270,291 shares; 2025Q1: 341,811 shares; 2025Q2: 330,576 shares; 2025Q3: 381,042 shares; 2025Q4: 390,534 shares; 2026Q1: 255,403 shares 255,403 $5.33M <0.01% -135,131 Timeline QYLG 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: 123,097 shares; 2024Q4: 131,972 shares; 2025Q1: 130,486 shares; 2025Q2: 146,020 shares; 2025Q3: 156,910 shares; 2025Q4: 163,639 shares; 2026Q1: 205,112 shares 205,112 $5.32M <0.01% +41,473 Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,414 shares; 2024Q4: 19,891 shares; 2025Q1: 46,488 shares; 2025Q2: 58,462 shares; 2025Q3: 88,791 shares; 2025Q4: 77,606 shares; 2026Q1: 62,849 shares 62,849 $5.32M <0.01% -14,757 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 458,971 shares 458,971 $5.31M <0.01% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,041 shares; 2024Q4: 42,783 shares; 2025Q1: 47,234 shares; 2025Q2: 48,886 shares; 2025Q3: 41,233 shares; 2025Q4: 41,524 shares; 2026Q1: 41,914 shares 41,914 $5.28M <0.01% +390 Timeline IXG 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: 25,957 shares; 2024Q4: 29,470 shares; 2025Q1: 30,738 shares; 2025Q2: 35,027 shares; 2025Q3: 34,386 shares; 2025Q4: 52,123 shares; 2026Q1: 46,270 shares 46,270 $5.27M <0.01% -5,853 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 19,258 shares; 2025Q1: 35,085 shares; 2025Q2: 54,619 shares; 2025Q3: 71,245 shares; 2025Q4: 89,666 shares; 2026Q1: 135,086 shares 135,086 $5.27M <0.01% +45,420 Timeline FAUG 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: 79,756 shares; 2024Q4: 83,183 shares; 2025Q1: 93,997 shares; 2025Q2: 100,301 shares; 2025Q3: 102,442 shares; 2025Q4: 102,120 shares; 2026Q1: 101,553 shares 101,553 $5.26M <0.01% -567 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,238 shares; 2024Q4: 234,052 shares; 2025Q1: 271,512 shares; 2025Q2: 302,941 shares; 2025Q3: 318,382 shares; 2025Q4: 393,127 shares; 2026Q1: 423,921 shares 423,921 $5.26M <0.01% +30,794 Timeline BBMC 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: 18,437 shares; 2024Q4: 292,159 shares; 2025Q1: 26,234 shares; 2025Q2: 26,387 shares; 2025Q3: 28,291 shares; 2025Q4: 28,925 shares; 2026Q1: 48,448 shares 48,448 $5.25M <0.01% +19,523 Timeline NEXA NEXA RES S A More: the full row for NEXA RES S A 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: 186,586 shares; 2026Q1: 495,882 shares 495,882 $5.25M <0.01% +309,296 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,781 shares; 2024Q4: 66,109 shares; 2025Q1: 83,789 shares; 2025Q2: 78,355 shares; 2025Q3: 61,343 shares; 2025Q4: 51,417 shares; 2026Q1: 63,518 shares 63,518 $5.25M <0.01% +12,101 Timeline FAB 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: 46,795 shares; 2024Q4: 48,376 shares; 2025Q1: 50,384 shares; 2025Q2: 50,296 shares; 2025Q3: 45,505 shares; 2025Q4: 45,669 shares; 2026Q1: 55,510 shares 55,510 $5.25M <0.01% +9,841 Timeline PUI 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: 312,499 shares; 2024Q4: 233,644 shares; 2025Q1: 88,632 shares; 2025Q2: 94,280 shares; 2025Q3: 100,341 shares; 2025Q4: 103,157 shares; 2026Q1: 111,488 shares 111,488 $5.24M <0.01% +8,331 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,496 shares; 2024Q4: 19,567 shares; 2025Q1: 21,471 shares; 2025Q2: 27,926 shares; 2025Q3: 19,585 shares; 2025Q4: 21,049 shares; 2026Q1: 16,091 shares 16,091 $5.24M <0.01% -4,958 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,599 shares; 2024Q4: 157,959 shares; 2025Q1: 156,983 shares; 2025Q2: 150,178 shares; 2025Q3: 161,238 shares; 2025Q4: 172,712 shares; 2026Q1: 171,767 shares 171,767 $5.23M <0.01% -945 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,363 shares; 2024Q4: 280,271 shares; 2025Q1: 273,396 shares; 2025Q2: 538,225 shares; 2025Q3: 504,055 shares; 2025Q4: 576,962 shares; 2026Q1: 558,509 shares 558,509 $5.23M <0.01% -18,453 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,150 shares; 2024Q4: 253,140 shares; 2025Q1: 296,846 shares; 2025Q2: 322,572 shares; 2025Q3: 294,185 shares; 2025Q4: 227,143 shares; 2026Q1: 69,033 shares 69,033 $5.22M <0.01% -158,110 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,695 shares; 2024Q4: 44,739 shares; 2025Q1: 44,934 shares; 2025Q2: 46,464 shares; 2025Q3: 46,837 shares; 2025Q4: 47,461 shares; 2026Q1: 43,504 shares 43,504 $5.22M <0.01% -3,957 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,084 shares; 2024Q4: 204,088 shares; 2025Q1: 222,688 shares; 2025Q2: 231,860 shares; 2025Q3: 247,460 shares; 2025Q4: 241,965 shares; 2026Q1: 140,753 shares 140,753 $5.21M <0.01% -101,212 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,715 shares; 2024Q4: 9,816 shares; 2025Q1: 27,170 shares; 2025Q2: 45,330 shares; 2025Q3: 54,296 shares; 2025Q4: 53,220 shares; 2026Q1: 52,323 shares 52,323 $5.2M <0.01% -897 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,405 shares; 2024Q4: 86,859 shares; 2025Q1: 92,014 shares; 2025Q2: 109,352 shares; 2025Q3: 113,045 shares; 2025Q4: 139,124 shares; 2026Q1: 145,473 shares 145,473 $5.2M <0.01% +6,349 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,470 shares; 2024Q4: 375,531 shares; 2025Q1: 346,882 shares; 2025Q2: 357,348 shares; 2025Q3: 359,803 shares; 2025Q4: 325,092 shares; 2026Q1: 125,965 shares 125,965 $5.2M <0.01% -199,127 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 24,276 shares; 2025Q1: 27,289 shares; 2025Q2: 28,824 shares; 2025Q3: 39,088 shares; 2025Q4: 43,910 shares; 2026Q1: 51,845 shares 51,845 $5.18M <0.01% +7,935 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,670 shares; 2024Q4: 185,739 shares; 2025Q1: 169,246 shares; 2025Q2: 163,287 shares; 2025Q3: 156,150 shares; 2025Q4: 149,339 shares; 2026Q1: 140,969 shares 140,969 $5.18M <0.01% -8,370 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,352 shares; 2024Q4: 298,207 shares; 2025Q1: 187,212 shares; 2025Q2: 181,994 shares; 2025Q3: 289,530 shares; 2025Q4: 472,631 shares; 2026Q1: 202,876 shares 202,876 $5.17M <0.01% -269,755 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,149 shares; 2024Q4: 52,911 shares; 2025Q1: 72,249 shares; 2025Q2: 85,544 shares; 2025Q3: 87,273 shares; 2025Q4: 87,031 shares; 2026Q1: 94,140 shares 94,140 $5.17M <0.01% +7,109 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,354 shares; 2024Q4: 392,000 shares; 2025Q1: 337,826 shares; 2025Q2: 294,434 shares; 2025Q3: 310,712 shares; 2025Q4: 332,325 shares; 2026Q1: 307,054 shares 307,054 $5.16M <0.01% -25,271 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,779 shares; 2024Q4: 189,254 shares; 2025Q1: 186,281 shares; 2025Q2: 209,174 shares; 2025Q3: 221,813 shares; 2025Q4: 202,699 shares; 2026Q1: 235,385 shares 235,385 $5.14M <0.01% +32,686 Timeline BJAN 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: 72,446 shares; 2024Q4: 72,513 shares; 2025Q1: 88,325 shares; 2025Q2: 99,374 shares; 2025Q3: 101,414 shares; 2025Q4: 103,129 shares; 2026Q1: 96,370 shares 96,370 $5.14M <0.01% -6,759 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,991 shares; 2024Q4: 93,183 shares; 2025Q1: 98,044 shares; 2025Q2: 98,666 shares; 2025Q3: 81,933 shares; 2025Q4: 80,933 shares; 2026Q1: 59,995 shares 59,995 $5.14M <0.01% -20,938 Timeline DFJ 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: 26,360 shares; 2024Q4: 24,182 shares; 2025Q1: 24,592 shares; 2025Q2: 38,014 shares; 2025Q3: 51,578 shares; 2025Q4: 50,886 shares; 2026Q1: 50,347 shares 50,347 $5.14M <0.01% -539 Timeline AXTI AXT INC More: the full row for AXT 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: 90,152 shares 90,152 $5.14M <0.01% new Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,130 shares; 2024Q4: 388,110 shares; 2025Q1: 433,753 shares; 2025Q2: 450,463 shares; 2025Q3: 443,037 shares; 2025Q4: 525,819 shares; 2026Q1: 538,130 shares 538,130 $5.13M <0.01% +12,311 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,028 shares; 2024Q4: 59,865 shares; 2025Q1: 60,575 shares; 2025Q2: 63,344 shares; 2025Q3: 66,150 shares; 2025Q4: 64,048 shares; 2026Q1: 58,438 shares 58,438 $5.13M <0.01% -5,610 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,996 shares; 2024Q4: 169,054 shares; 2025Q1: 197,678 shares; 2025Q2: 205,640 shares; 2025Q3: 194,735 shares; 2025Q4: 214,780 shares; 2026Q1: 231,713 shares 231,713 $5.13M <0.01% +16,933 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,242 shares; 2024Q4: 41,019 shares; 2025Q1: 32,938 shares; 2025Q2: 41,579 shares; 2025Q3: 46,888 shares; 2025Q4: 58,026 shares; 2026Q1: 109,153 shares 109,153 $5.12M <0.01% +51,127 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,168 shares; 2024Q4: 243,593 shares; 2025Q1: 244,536 shares; 2025Q2: 400,476 shares; 2025Q3: 440,774 shares; 2025Q4: 435,843 shares; 2026Q1: 481,866 shares 481,866 $5.11M <0.01% +46,023 Timeline CRAK 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: 25,776 shares; 2024Q4: 23,412 shares; 2025Q1: 82,721 shares; 2025Q2: 80,145 shares; 2025Q3: 20,732 shares; 2025Q4: 28,662 shares; 2026Q1: 102,759 shares 102,759 $5.08M <0.01% +74,097 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,379 shares; 2024Q4: 15,614 shares; 2025Q1: 31,114 shares; 2025Q2: 76,167 shares; 2025Q3: 84,056 shares; 2025Q4: 59,557 shares; 2026Q1: 55,397 shares 55,397 $5.06M <0.01% -4,160 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,148 shares; 2024Q4: 195,436 shares; 2025Q1: 204,374 shares; 2025Q2: 250,829 shares; 2025Q3: 371,256 shares; 2025Q4: 438,018 shares; 2026Q1: 188,637 shares 188,637 $5.06M <0.01% -249,381 Timeline XRT 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: 70,257 shares; 2024Q4: 81,619 shares; 2025Q1: 43,829 shares; 2025Q2: 68,933 shares; 2025Q3: 56,743 shares; 2025Q4: 69,737 shares; 2026Q1: 62,855 shares 62,855 $5.06M <0.01% -6,882 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,193 shares; 2024Q4: 47,333 shares; 2025Q1: 44,386 shares; 2025Q2: 70,393 shares; 2025Q3: 68,997 shares; 2025Q4: 42,281 shares; 2026Q1: 161,992 shares 161,992 $5.05M <0.01% +119,711 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,800 shares; 2025Q4: 217,559 shares; 2026Q1: 368,067 shares 368,067 $5.05M <0.01% +150,508 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,848 shares; 2024Q4: 140,984 shares; 2025Q1: 117,840 shares; 2025Q2: 117,296 shares; 2025Q3: 79,983 shares; 2025Q4: 98,698 shares; 2026Q1: 91,069 shares 91,069 $5.03M <0.01% -7,629 Timeline IQDY 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: 102,665 shares; 2024Q4: 119,262 shares; 2025Q1: 124,764 shares; 2025Q2: 138,899 shares; 2025Q3: 137,851 shares; 2025Q4: 144,863 shares; 2026Q1: 132,619 shares 132,619 $5.03M <0.01% -12,244 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,882 shares; 2025Q1: 24,108 shares; 2025Q2: 35,978 shares; 2025Q3: 42,937 shares; 2025Q4: 52,215 shares; 2026Q1: 69,744 shares 69,744 $5.03M <0.01% +17,529 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,535 shares; 2024Q4: 30,726 shares; 2025Q1: 25,843 shares; 2025Q2: 21,095 shares; 2025Q3: 21,390 shares; 2025Q4: 18,023 shares; 2026Q1: 31,727 shares 31,727 $5.02M <0.01% +13,704 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,526 shares; 2024Q4: 136,261 shares; 2025Q1: 146,309 shares; 2025Q2: 153,870 shares; 2025Q3: 142,281 shares; 2025Q4: 137,101 shares; 2026Q1: 139,256 shares 139,256 $5.02M <0.01% +2,155 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,027 shares; 2024Q4: 76,683 shares; 2025Q1: 62,374 shares; 2025Q2: 107,872 shares; 2025Q3: 127,699 shares; 2025Q4: 72,284 shares; 2026Q1: 65,431 shares 65,431 $5.02M <0.01% -6,853 Timeline NBCM 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: 23,585 shares; 2024Q4: 16,883 shares; 2025Q1: 36,642 shares; 2025Q2: 101,331 shares; 2025Q3: 127,140 shares; 2025Q4: 144,286 shares; 2026Q1: 179,038 shares 179,038 $5.02M <0.01% +34,752 Timeline HYHG 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: 92,797 shares; 2024Q4: 100,640 shares; 2025Q1: 115,857 shares; 2025Q2: 118,107 shares; 2025Q3: 110,653 shares; 2025Q4: 79,608 shares; 2026Q1: 78,642 shares 78,642 $5.01M <0.01% -966 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,526 shares; 2024Q4: 50,897 shares; 2025Q1: 98,612 shares; 2025Q2: 102,559 shares; 2025Q3: 126,836 shares; 2025Q4: 278,267 shares; 2026Q1: 187,755 shares 187,755 $5.01M <0.01% -90,512 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,955 shares; 2025Q1: 137,404 shares; 2025Q2: 132,109 shares; 2025Q3: 149,273 shares; 2025Q4: 102,280 shares; 2026Q1: 132,014 shares 132,014 $5.01M <0.01% +29,734 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,539 shares; 2024Q4: 159,103 shares; 2025Q1: 171,821 shares; 2025Q2: 212,221 shares; 2025Q3: 263,035 shares; 2025Q4: 385,123 shares; 2026Q1: 312,491 shares 312,491 $5.01M <0.01% -72,632 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,075 shares; 2025Q1: 45,856 shares; 2025Q2: 54,453 shares; 2025Q3: 56,125 shares; 2025Q4: 59,715 shares; 2026Q1: 68,643 shares 68,643 $5M <0.01% +8,928 Timeline XC 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: 81,661 shares; 2024Q4: 124,071 shares; 2025Q1: 153,334 shares; 2025Q2: 130,815 shares; 2025Q3: 140,902 shares; 2025Q4: 130,626 shares; 2026Q1: 160,309 shares 160,309 $5M <0.01% +29,683 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,938 shares; 2024Q4: 89,492 shares; 2025Q1: 101,389 shares; 2025Q2: 80,636 shares; 2025Q3: 112,114 shares; 2025Q4: 84,324 shares; 2026Q1: 84,172 shares 84,172 $5M <0.01% -152 Timeline BBH 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: 26,274 shares; 2024Q4: 24,747 shares; 2025Q1: 24,175 shares; 2025Q2: 22,295 shares; 2025Q3: 19,462 shares; 2025Q4: 31,813 shares; 2026Q1: 26,551 shares 26,551 $4.99M <0.01% -5,262 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833,321 shares; 2024Q4: 779,076 shares; 2025Q1: 848,820 shares; 2025Q2: 943,534 shares; 2025Q3: 1,076,351 shares; 2025Q4: 1,111,934 shares; 2026Q1: 1,133,650 shares 1,133,650 $4.98M <0.01% +21,716 Timeline GNOV 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: 31,170 shares; 2024Q4: 54,426 shares; 2025Q1: 59,321 shares; 2025Q2: 83,363 shares; 2025Q3: 81,884 shares; 2025Q4: 128,732 shares; 2026Q1: 127,607 shares 127,607 $4.97M <0.01% -1,125 Timeline REGS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509,897 shares 509,897 $4.96M <0.01% new Timeline ALTY 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: 377,724 shares; 2024Q4: 361,341 shares; 2025Q1: 403,493 shares; 2025Q2: 475,761 shares; 2025Q3: 392,902 shares; 2025Q4: 414,192 shares; 2026Q1: 411,873 shares 411,873 $4.95M <0.01% -2,319 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,092 shares; 2024Q4: 108,610 shares; 2025Q1: 126,572 shares; 2025Q2: 114,846 shares; 2025Q3: 109,494 shares; 2025Q4: 107,405 shares; 2026Q1: 134,998 shares 134,998 $4.95M <0.01% +27,593 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,374 shares; 2024Q4: 51,699 shares; 2025Q1: 64,503 shares; 2025Q2: 68,988 shares; 2025Q3: 72,354 shares; 2025Q4: 82,104 shares; 2026Q1: 68,925 shares 68,925 $4.95M <0.01% -13,179 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,829 shares; 2024Q4: 31,805 shares; 2025Q1: 36,676 shares; 2025Q2: 36,410 shares; 2025Q3: 33,294 shares; 2025Q4: 31,560 shares; 2026Q1: 20,236 shares 20,236 $4.94M <0.01% -11,324 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,049 shares; 2024Q4: 17,133 shares; 2025Q1: 16,991 shares; 2025Q2: 17,437 shares; 2025Q3: 20,521 shares; 2025Q4: 23,555 shares; 2026Q1: 30,124 shares 30,124 $4.94M <0.01% +6,569 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,087 shares; 2024Q4: 391,263 shares; 2025Q1: 378,245 shares; 2025Q2: 358,493 shares; 2025Q3: 365,393 shares; 2025Q4: 346,625 shares; 2026Q1: 331,520 shares 331,520 $4.94M <0.01% -15,105 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,220 shares; 2025Q1: 30,822 shares; 2025Q2: 14,121 shares; 2025Q3: 22,538 shares; 2025Q4: 16,542 shares; 2026Q1: 9,406 shares 9,406 $4.92M <0.01% -7,136 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,145 shares; 2024Q4: 99,911 shares; 2025Q1: 87,907 shares; 2025Q2: 102,122 shares; 2025Q3: 116,484 shares; 2025Q4: 124,738 shares; 2026Q1: 179,671 shares 179,671 $4.92M <0.01% +54,933 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,834 shares; 2024Q4: 303,000 shares; 2025Q1: 331,144 shares; 2025Q2: 351,245 shares; 2025Q3: 351,505 shares; 2025Q4: 398,267 shares; 2026Q1: 402,492 shares 402,492 $4.92M <0.01% +4,225 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 5,965 shares; 2025Q1: 7,325 shares; 2025Q2: 8,842 shares; 2025Q3: 13,105 shares; 2025Q4: 12,594 shares; 2026Q1: 46,203 shares 46,203 $4.89M <0.01% +33,609 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,362 shares; 2024Q4: 29,926 shares; 2025Q1: 24,793 shares; 2025Q2: 49,846 shares; 2025Q3: 54,349 shares; 2025Q4: 68,396 shares; 2026Q1: 61,743 shares 61,743 $4.89M <0.01% -6,653 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,093 shares; 2024Q4: 73,673 shares; 2025Q1: 133,785 shares; 2025Q2: 147,426 shares; 2025Q3: 150,806 shares; 2025Q4: 153,529 shares; 2026Q1: 169,585 shares 169,585 $4.88M <0.01% +16,056 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,722 shares; 2025Q3: 9,174 shares; 2025Q4: 17,151 shares; 2026Q1: 72,914 shares 72,914 $4.87M <0.01% +55,763 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,727 shares; 2024Q4: 26,844 shares; 2025Q1: 29,122 shares; 2025Q2: 30,686 shares; 2025Q3: 32,019 shares; 2025Q4: 32,625 shares; 2026Q1: 37,573 shares 37,573 $4.85M <0.01% +4,948 Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,060 shares; 2025Q1: 57,422 shares; 2025Q2: 136,929 shares; 2025Q3: 126,791 shares; 2025Q4: 132,509 shares; 2026Q1: 121,961 shares 121,961 $4.82M <0.01% -10,548 Timeline RSPS 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: 693,962 shares; 2024Q4: 382,700 shares; 2025Q1: 310,910 shares; 2025Q2: 263,478 shares; 2025Q3: 209,131 shares; 2025Q4: 186,925 shares; 2026Q1: 163,470 shares 163,470 $4.82M <0.01% -23,455 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 43,517 shares; 2025Q3: 180,946 shares; 2025Q4: 195,609 shares; 2026Q1: 318,431 shares 318,431 $4.82M <0.01% +122,822 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,690 shares; 2024Q4: 110,621 shares; 2025Q1: 114,146 shares; 2025Q2: 122,836 shares; 2025Q3: 131,767 shares; 2025Q4: 142,901 shares; 2026Q1: 142,619 shares 142,619 $4.82M <0.01% -282 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,792 shares; 2024Q4: 87,208 shares; 2025Q1: 94,904 shares; 2025Q2: 136,890 shares; 2025Q3: 290,413 shares; 2025Q4: 318,383 shares; 2026Q1: 334,080 shares 334,080 $4.82M <0.01% +15,697 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,120 shares; 2024Q4: 191,905 shares; 2025Q1: 194,827 shares; 2025Q2: 288,547 shares; 2025Q3: 241,656 shares; 2025Q4: 304,232 shares; 2026Q1: 198,184 shares 198,184 $4.81M <0.01% -106,048 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,527 shares; 2024Q4: 52,019 shares; 2025Q1: 51,452 shares; 2025Q2: 147,924 shares; 2025Q3: 118,050 shares; 2025Q4: 119,540 shares; 2026Q1: 113,900 shares 113,900 $4.81M <0.01% -5,640 Timeline CRTC 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: not reported; 2024Q4: not reported; 2025Q1: 89,551 shares; 2025Q2: 211,211 shares; 2025Q3: 217,439 shares; 2025Q4: 239,354 shares; 2026Q1: 135,541 shares 135,541 $4.81M <0.01% -103,813 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 13,294 shares; 2025Q1: 15,890 shares; 2025Q2: 16,438 shares; 2025Q3: 22,779 shares; 2025Q4: 22,662 shares; 2026Q1: 25,946 shares 25,946 $4.8M <0.01% +3,284 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,606 shares; 2024Q4: 432,769 shares; 2025Q1: 446,550 shares; 2025Q2: 459,963 shares; 2025Q3: 149,190 shares; 2025Q4: 117,448 shares; 2026Q1: 118,841 shares 118,841 $4.79M <0.01% +1,393 Timeline NVBW 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: 20,605 shares; 2024Q4: 17,583 shares; 2025Q1: 17,575 shares; 2025Q2: 24,551 shares; 2025Q3: 61,662 shares; 2025Q4: 147,486 shares; 2026Q1: 143,977 shares 143,977 $4.79M <0.01% -3,509 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,100 shares; 2024Q4: 323,514 shares; 2025Q1: 305,114 shares; 2025Q2: 288,786 shares; 2025Q3: 301,320 shares; 2025Q4: 307,423 shares; 2026Q1: 309,201 shares 309,201 $4.79M <0.01% +1,778 Timeline GDEC 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: 26,152 shares; 2024Q4: 47,034 shares; 2025Q1: 49,154 shares; 2025Q2: 89,743 shares; 2025Q3: 89,277 shares; 2025Q4: 133,946 shares; 2026Q1: 129,109 shares 129,109 $4.78M <0.01% -4,837 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,765 shares; 2024Q4: 19,545 shares; 2025Q1: 50,044 shares; 2025Q2: 51,339 shares; 2025Q3: 99,121 shares; 2025Q4: 100,013 shares; 2026Q1: 123,678 shares 123,678 $4.78M <0.01% +23,665 Timeline DFGP 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: 6,687 shares; 2024Q4: 7,336 shares; 2025Q1: 15,521 shares; 2025Q2: 31,293 shares; 2025Q3: 45,389 shares; 2025Q4: 75,933 shares; 2026Q1: 88,208 shares 88,208 $4.76M <0.01% +12,275 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,201 shares; 2024Q4: 35,136 shares; 2025Q1: 36,751 shares; 2025Q2: 21,773 shares; 2025Q3: 33,725 shares; 2025Q4: 87,268 shares; 2026Q1: 54,161 shares 54,161 $4.76M <0.01% -33,107 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,573 shares; 2024Q4: 43,804 shares; 2025Q1: 34,130 shares; 2025Q2: 36,176 shares; 2025Q3: 35,933 shares; 2025Q4: 33,988 shares; 2026Q1: 42,225 shares 42,225 $4.76M <0.01% +8,237 Timeline FDLS 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: not reported; 2024Q4: not reported; 2025Q1: 7,827 shares; 2025Q2: 13,185 shares; 2025Q3: 34,933 shares; 2025Q4: 52,457 shares; 2026Q1: 128,535 shares 128,535 $4.75M <0.01% +76,078 Timeline JPRE 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: 96,194 shares; 2024Q4: 99,194 shares; 2025Q1: 117,919 shares; 2025Q2: 121,469 shares; 2025Q3: 125,089 shares; 2025Q4: 122,707 shares; 2026Q1: 98,767 shares 98,767 $4.75M <0.01% -23,940 Timeline NOCT 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: 51,849 shares; 2024Q4: 51,002 shares; 2025Q1: 52,449 shares; 2025Q2: 59,272 shares; 2025Q3: 73,560 shares; 2025Q4: 84,645 shares; 2026Q1: 84,016 shares 84,016 $4.74M <0.01% -629 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,481 shares; 2024Q4: 213,340 shares; 2025Q1: 240,850 shares; 2025Q2: 214,737 shares; 2025Q3: 275,740 shares; 2025Q4: 306,502 shares; 2026Q1: 365,731 shares 365,731 $4.73M <0.01% +59,229 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,818 shares; 2024Q4: 50,950 shares; 2025Q1: 82,496 shares; 2025Q2: 94,835 shares; 2025Q3: 68,152 shares; 2025Q4: 62,956 shares; 2026Q1: 91,070 shares 91,070 $4.73M <0.01% +28,114 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,198 shares; 2025Q1: 82,125 shares; 2025Q2: 112,249 shares; 2025Q3: 122,048 shares; 2025Q4: 188,352 shares; 2026Q1: 223,222 shares 223,222 $4.73M <0.01% +34,870 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,405 shares; 2024Q4: 156,053 shares; 2025Q1: 159,032 shares; 2025Q2: 148,137 shares; 2025Q3: 141,146 shares; 2025Q4: 146,041 shares; 2026Q1: 139,188 shares 139,188 $4.72M <0.01% -6,853 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,765 shares; 2025Q3: 27,933 shares; 2025Q4: 35,474 shares; 2026Q1: 63,025 shares 63,025 $4.72M <0.01% +27,551 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,080 shares; 2024Q4: 279,527 shares; 2025Q1: 300,831 shares; 2025Q2: 326,082 shares; 2025Q3: 364,464 shares; 2025Q4: 343,383 shares; 2026Q1: 368,114 shares 368,114 $4.72M <0.01% +24,731 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,332 shares; 2024Q4: 67,805 shares; 2025Q1: 69,858 shares; 2025Q2: 65,731 shares; 2025Q3: 62,458 shares; 2025Q4: 53,972 shares; 2026Q1: 55,640 shares 55,640 $4.72M <0.01% +1,668 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,993 shares; 2024Q4: 20,404 shares; 2025Q1: 23,772 shares; 2025Q2: 26,296 shares; 2025Q3: 24,240 shares; 2025Q4: 21,834 shares; 2026Q1: 17,801 shares 17,801 $4.72M <0.01% -4,033 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,854 shares; 2024Q4: 64,618 shares; 2025Q1: 118,287 shares; 2025Q2: 113,151 shares; 2025Q3: 125,072 shares; 2025Q4: 96,881 shares; 2026Q1: 77,866 shares 77,866 $4.72M <0.01% -19,015 Timeline EPP 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: 114,226 shares; 2024Q4: 111,632 shares; 2025Q1: 70,653 shares; 2025Q2: 91,323 shares; 2025Q3: 79,483 shares; 2025Q4: 45,393 shares; 2026Q1: 88,761 shares 88,761 $4.72M <0.01% +43,368 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,822 shares; 2024Q4: 41,483 shares; 2025Q1: 41,232 shares; 2025Q2: 50,157 shares; 2025Q3: 55,369 shares; 2025Q4: 68,966 shares; 2026Q1: 76,772 shares 76,772 $4.72M <0.01% +7,806 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,299 shares; 2024Q4: 170,516 shares; 2025Q1: 186,309 shares; 2025Q2: 178,356 shares; 2025Q3: 179,644 shares; 2025Q4: 167,459 shares; 2026Q1: 154,752 shares 154,752 $4.71M <0.01% -12,707 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,656 shares; 2024Q4: 128,258 shares; 2025Q1: 90,679 shares; 2025Q2: 92,116 shares; 2025Q3: 90,408 shares; 2025Q4: 88,350 shares; 2026Q1: 65,924 shares 65,924 $4.71M <0.01% -22,426 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: not reported; 2025Q1: 12,915 shares; 2025Q2: 15,760 shares; 2025Q3: 34,626 shares; 2025Q4: 33,681 shares; 2026Q1: 22,925 shares 22,925 $4.71M <0.01% -10,756 Timeline FMAY 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: 106,223 shares; 2024Q4: 107,529 shares; 2025Q1: 107,535 shares; 2025Q2: 104,230 shares; 2025Q3: 97,442 shares; 2025Q4: 92,358 shares; 2026Q1: 89,124 shares 89,124 $4.71M <0.01% -3,234 Timeline TCHP 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: 14,793 shares; 2024Q4: 19,922 shares; 2025Q1: 33,518 shares; 2025Q2: 40,556 shares; 2025Q3: 68,799 shares; 2025Q4: 218,778 shares; 2026Q1: 106,429 shares 106,429 $4.7M <0.01% -112,349 Timeline SPXN 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: 40,219 shares; 2024Q4: 40,489 shares; 2025Q1: 38,868 shares; 2025Q2: 65,044 shares; 2025Q3: 66,973 shares; 2025Q4: 66,562 shares; 2026Q1: 66,279 shares 66,279 $4.7M <0.01% -283 Timeline KLIP 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: 16,000 shares; 2025Q2: 71,836 shares; 2025Q3: 140,670 shares; 2025Q4: 175,464 shares; 2026Q1: 182,759 shares 182,759 $4.7M <0.01% +7,295 Timeline NORW 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: 9,255 shares; 2024Q4: not reported; 2025Q1: 8,493 shares; 2025Q2: 7,319 shares; 2025Q3: 7,057 shares; 2025Q4: 8,667 shares; 2026Q1: 122,902 shares 122,902 $4.7M <0.01% +114,235 Timeline JUST 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: 9,832 shares; 2024Q4: 12,678 shares; 2025Q1: 9,621 shares; 2025Q2: 38,092 shares; 2025Q3: 42,422 shares; 2025Q4: 43,447 shares; 2026Q1: 50,665 shares 50,665 $4.69M <0.01% +7,218 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,978 shares; 2024Q4: 97,958 shares; 2025Q1: 98,701 shares; 2025Q2: 240,971 shares; 2025Q3: 315,761 shares; 2025Q4: 301,271 shares; 2026Q1: 225,629 shares 225,629 $4.68M <0.01% -75,642 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,604 shares; 2024Q4: 209,454 shares; 2025Q1: 205,071 shares; 2025Q2: 230,398 shares; 2025Q3: 249,868 shares; 2025Q4: 532,791 shares; 2026Q1: 421,950 shares 421,950 $4.68M <0.01% -110,841 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,290 shares; 2024Q4: 652,535 shares; 2025Q1: 626,230 shares; 2025Q2: 685,398 shares; 2025Q3: 684,190 shares; 2025Q4: 635,694 shares; 2026Q1: 584,359 shares 584,359 $4.68M <0.01% -51,335 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,677 shares; 2024Q4: 808,204 shares; 2025Q1: 874,548 shares; 2025Q2: 1,013,248 shares; 2025Q3: 1,227,786 shares; 2025Q4: 1,392,044 shares; 2026Q1: 1,598,250 shares 1,598,250 $4.67M <0.01% +206,206 Timeline BKCH 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: 95,374 shares; 2024Q4: 95,843 shares; 2025Q1: 84,972 shares; 2025Q2: 96,211 shares; 2025Q3: 97,260 shares; 2025Q4: 100,351 shares; 2026Q1: 83,550 shares 83,550 $4.67M <0.01% -16,801 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,208 shares; 2024Q4: 46,561 shares; 2025Q1: 50,015 shares; 2025Q2: 54,230 shares; 2025Q3: 83,454 shares; 2025Q4: 77,720 shares; 2026Q1: 83,729 shares 83,729 $4.66M <0.01% +6,009 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,749 shares; 2024Q4: 127,666 shares; 2025Q1: 130,558 shares; 2025Q2: 118,602 shares; 2025Q3: 146,547 shares; 2025Q4: 241,465 shares; 2026Q1: 361,724 shares 361,724 $4.66M <0.01% +120,259 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,361 shares; 2024Q4: 77,679 shares; 2025Q1: 81,121 shares; 2025Q2: 200,193 shares; 2025Q3: 242,557 shares; 2025Q4: 294,468 shares; 2026Q1: 314,660 shares 314,660 $4.64M <0.01% +20,192 Timeline TOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,912 shares; 2024Q4: 23,797 shares; 2025Q1: 31,505 shares; 2025Q2: 33,134 shares; 2025Q3: 33,240 shares; 2025Q4: 33,104 shares; 2026Q1: 34,847 shares 34,847 $4.64M <0.01% +1,743 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 15,493 shares; 2025Q1: 19,133 shares; 2025Q2: 35,819 shares; 2025Q3: 37,850 shares; 2025Q4: 41,728 shares; 2026Q1: 46,162 shares 46,162 $4.64M <0.01% +4,434 Timeline INTL 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: 12,058 shares; 2024Q4: 15,363 shares; 2025Q1: 17,191 shares; 2025Q2: 20,867 shares; 2025Q3: 18,784 shares; 2025Q4: 14,831 shares; 2026Q1: 163,601 shares 163,601 $4.64M <0.01% +148,770 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 53,848 shares 53,848 $4.64M <0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 12,285 shares; 2025Q1: 23,833 shares; 2025Q2: 11,726 shares; 2025Q3: 11,569 shares; 2025Q4: 13,086 shares; 2026Q1: 15,184 shares 15,184 $4.62M <0.01% +2,098 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,273 shares; 2024Q4: 302,205 shares; 2025Q1: 318,224 shares; 2025Q2: 372,209 shares; 2025Q3: 386,877 shares; 2025Q4: 379,065 shares; 2026Q1: 399,637 shares 399,637 $4.62M <0.01% +20,572 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,735 shares; 2024Q4: 93,991 shares; 2025Q1: 92,568 shares; 2025Q2: 87,950 shares; 2025Q3: 83,895 shares; 2025Q4: 297,172 shares; 2026Q1: 268,132 shares 268,132 $4.62M <0.01% -29,040 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,281 shares; 2024Q4: 127,457 shares; 2025Q1: 126,027 shares; 2025Q2: 137,313 shares; 2025Q3: 136,746 shares; 2025Q4: 142,170 shares; 2026Q1: 126,568 shares 126,568 $4.61M <0.01% -15,602 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,062 shares; 2024Q4: 44,204 shares; 2025Q1: 74,044 shares; 2025Q2: 76,287 shares; 2025Q3: 78,383 shares; 2025Q4: 80,781 shares; 2026Q1: 88,139 shares 88,139 $4.6M <0.01% +7,358 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,370 shares; 2024Q4: 185,773 shares; 2025Q1: 210,292 shares; 2025Q2: 203,311 shares; 2025Q3: 140,497 shares; 2025Q4: 129,785 shares; 2026Q1: 127,880 shares 127,880 $4.59M <0.01% -1,905 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,901 shares; 2024Q4: 14,788 shares; 2025Q1: 48,687 shares; 2025Q2: 83,741 shares; 2025Q3: 109,511 shares; 2025Q4: 174,270 shares; 2026Q1: 159,210 shares 159,210 $4.59M <0.01% -15,060 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655,440 shares; 2024Q4: 600,987 shares; 2025Q1: 573,013 shares; 2025Q2: 543,895 shares; 2025Q3: 496,817 shares; 2025Q4: 346,019 shares; 2026Q1: 152,169 shares 152,169 $4.58M <0.01% -193,850 Timeline GSEP 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: 41,434 shares; 2024Q4: 61,158 shares; 2025Q1: 67,315 shares; 2025Q2: 73,896 shares; 2025Q3: 83,554 shares; 2025Q4: 100,144 shares; 2026Q1: 120,152 shares 120,152 $4.58M <0.01% +20,008 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,258 shares; 2024Q4: 49,764 shares; 2025Q1: 50,009 shares; 2025Q2: 100,530 shares; 2025Q3: 64,764 shares; 2025Q4: 82,920 shares; 2026Q1: 46,278 shares 46,278 $4.58M <0.01% -36,642 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,379 shares; 2025Q2: 30,123 shares; 2025Q3: 34,914 shares; 2025Q4: 36,767 shares; 2026Q1: 36,642 shares 36,642 $4.57M <0.01% -125 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,549 shares; 2024Q4: 292,045 shares; 2025Q1: 236,783 shares; 2025Q2: 235,797 shares; 2025Q3: 233,704 shares; 2025Q4: 229,956 shares; 2026Q1: 211,240 shares 211,240 $4.55M <0.01% -18,716 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,209 shares; 2024Q4: 24,806 shares; 2025Q1: 21,307 shares; 2025Q2: 31,495 shares; 2025Q3: 33,143 shares; 2025Q4: 33,124 shares; 2026Q1: 37,551 shares 37,551 $4.54M <0.01% +4,427 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,802 shares; 2024Q4: 73,807 shares; 2025Q1: 76,560 shares; 2025Q2: 85,598 shares; 2025Q3: 82,405 shares; 2025Q4: 85,603 shares; 2026Q1: 90,627 shares 90,627 $4.53M <0.01% +5,024 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 5,195 shares; 2025Q1: 5,374 shares; 2025Q2: 13,091 shares; 2025Q3: 13,980 shares; 2025Q4: 15,294 shares; 2026Q1: 16,240 shares 16,240 $4.53M <0.01% +946 Timeline DURA 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: 136,208 shares; 2024Q4: 136,548 shares; 2025Q1: 134,252 shares; 2025Q2: 127,883 shares; 2025Q3: 124,252 shares; 2025Q4: 117,488 shares; 2026Q1: 120,778 shares 120,778 $4.52M <0.01% +3,290 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,619 shares; 2024Q4: 103,186 shares; 2025Q1: 106,316 shares; 2025Q2: 57,736 shares; 2025Q3: 52,356 shares; 2025Q4: 59,643 shares; 2026Q1: 55,353 shares 55,353 $4.52M <0.01% -4,290 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,070 shares; 2024Q4: 50,900 shares; 2025Q1: 68,816 shares; 2025Q2: 69,374 shares; 2025Q3: 71,248 shares; 2025Q4: 111,143 shares; 2026Q1: 125,376 shares 125,376 $4.52M <0.01% +14,233 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,264 shares; 2024Q4: 105,714 shares; 2025Q1: 82,506 shares; 2025Q2: 147,575 shares; 2025Q3: 149,186 shares; 2025Q4: 134,484 shares; 2026Q1: 132,084 shares 132,084 $4.52M <0.01% -2,400 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,986 shares; 2024Q4: 50,233 shares; 2025Q1: 48,637 shares; 2025Q2: 90,422 shares; 2025Q3: 92,248 shares; 2025Q4: 76,953 shares; 2026Q1: 59,516 shares 59,516 $4.51M <0.01% -17,437 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,942 shares; 2024Q4: 155,748 shares; 2025Q1: 198,672 shares; 2025Q2: 256,987 shares; 2025Q3: 259,323 shares; 2025Q4: 291,715 shares; 2026Q1: 312,556 shares 312,556 $4.51M <0.01% +20,841 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,850 shares; 2024Q4: 16,428 shares; 2025Q1: 19,201 shares; 2025Q2: 25,261 shares; 2025Q3: 25,401 shares; 2025Q4: 81,147 shares; 2026Q1: 48,822 shares 48,822 $4.51M <0.01% -32,325 Timeline PBP 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: 89,998 shares; 2024Q4: 94,796 shares; 2025Q1: 109,020 shares; 2025Q2: 127,809 shares; 2025Q3: 199,988 shares; 2025Q4: 193,433 shares; 2026Q1: 205,000 shares 205,000 $4.51M <0.01% +11,567 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,456 shares; 2024Q4: 71,732 shares; 2025Q1: 99,735 shares; 2025Q2: 112,668 shares; 2025Q3: 127,871 shares; 2025Q4: 109,167 shares; 2026Q1: 118,488 shares 118,488 $4.5M <0.01% +9,321 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,369 shares; 2024Q4: 287,202 shares; 2025Q1: 258,766 shares; 2025Q2: 249,058 shares; 2025Q3: 278,411 shares; 2025Q4: 270,431 shares; 2026Q1: 263,354 shares 263,354 $4.5M <0.01% -7,077 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,359 shares; 2024Q4: 212,722 shares; 2025Q1: 252,703 shares; 2025Q2: 289,043 shares; 2025Q3: 294,198 shares; 2025Q4: 296,324 shares; 2026Q1: 315,690 shares 315,690 $4.5M <0.01% +19,366 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,757 shares; 2024Q4: 81,754 shares; 2025Q1: 85,312 shares; 2025Q2: 92,581 shares; 2025Q3: 104,149 shares; 2025Q4: 98,608 shares; 2026Q1: 100,379 shares 100,379 $4.49M <0.01% +1,771 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,251 shares; 2024Q4: 64,386 shares; 2025Q1: 74,510 shares; 2025Q2: 106,573 shares; 2025Q3: 85,846 shares; 2025Q4: 83,698 shares; 2026Q1: 108,880 shares 108,880 $4.49M <0.01% +25,182 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,171 shares; 2024Q4: 46,942 shares; 2025Q1: 40,070 shares; 2025Q2: 28,817 shares; 2025Q3: 26,839 shares; 2025Q4: 27,468 shares; 2026Q1: 26,001 shares 26,001 $4.49M <0.01% -1,467 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,973 shares; 2024Q4: 514,885 shares; 2025Q1: 509,123 shares; 2025Q2: 496,086 shares; 2025Q3: 560,011 shares; 2025Q4: 466,002 shares; 2026Q1: 363,741 shares 363,741 $4.48M <0.01% -102,261 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,545 shares; 2024Q4: 29,583 shares; 2025Q1: 36,340 shares; 2025Q2: 39,881 shares; 2025Q3: 40,473 shares; 2025Q4: 41,039 shares; 2026Q1: 35,042 shares 35,042 $4.48M <0.01% -5,997 Timeline FMAT 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: 104,084 shares; 2024Q4: 110,054 shares; 2025Q1: 131,000 shares; 2025Q2: 92,662 shares; 2025Q3: 56,185 shares; 2025Q4: 56,287 shares; 2026Q1: 77,701 shares 77,701 $4.48M <0.01% +21,414 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,648 shares; 2024Q4: 32,040 shares; 2025Q1: 31,694 shares; 2025Q2: 32,013 shares; 2025Q3: 33,450 shares; 2025Q4: 31,512 shares; 2026Q1: 31,338 shares 31,338 $4.48M <0.01% -174 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,506 shares; 2024Q4: 93,857 shares; 2025Q1: 49,273 shares; 2025Q2: 54,648 shares; 2025Q3: 58,236 shares; 2025Q4: 71,114 shares; 2026Q1: 71,509 shares 71,509 $4.47M <0.01% +395 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,774 shares; 2024Q4: 284,626 shares; 2025Q1: 268,486 shares; 2025Q2: 274,221 shares; 2025Q3: 367,399 shares; 2025Q4: 323,490 shares; 2026Q1: 309,010 shares 309,010 $4.47M <0.01% -14,480 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,629 shares; 2024Q4: 42,132 shares; 2025Q1: 68,736 shares; 2025Q2: 44,428 shares; 2025Q3: 37,026 shares; 2025Q4: 39,066 shares; 2026Q1: 36,919 shares 36,919 $4.47M <0.01% -2,147 Timeline FCTR 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: 142,529 shares; 2024Q4: 194,698 shares; 2025Q1: 196,892 shares; 2025Q2: 150,692 shares; 2025Q3: 146,916 shares; 2025Q4: 136,038 shares; 2026Q1: 125,196 shares 125,196 $4.47M <0.01% -10,842 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,852 shares; 2024Q4: 73,342 shares; 2025Q1: 105,403 shares; 2025Q2: 102,260 shares; 2025Q3: 91,400 shares; 2025Q4: 124,456 shares; 2026Q1: 101,527 shares 101,527 $4.47M <0.01% -22,929 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,881 shares; 2025Q3: 114,218 shares; 2025Q4: 187,825 shares; 2026Q1: 342,848 shares 342,848 $4.46M <0.01% +155,023 Timeline EWN 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: 19,855 shares; 2024Q4: 14,095 shares; 2025Q1: 9,054 shares; 2025Q2: 9,872 shares; 2025Q3: 78,647 shares; 2025Q4: 75,154 shares; 2026Q1: 77,529 shares 77,529 $4.46M <0.01% +2,375 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,630 shares; 2025Q2: 32,867 shares; 2025Q3: 34,164 shares; 2025Q4: 59,135 shares; 2026Q1: 60,498 shares 60,498 $4.46M <0.01% +1,363 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 15,872 shares; 2025Q1: 11,638 shares; 2025Q2: 12,208 shares; 2025Q3: 12,887 shares; 2025Q4: 11,767 shares; 2026Q1: 32,200 shares 32,200 $4.45M <0.01% +20,433 Timeline EMM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,609 shares 125,609 $4.44M <0.01% new Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,950 shares; 2024Q4: 215,628 shares; 2025Q1: 239,057 shares; 2025Q2: 264,027 shares; 2025Q3: 298,032 shares; 2025Q4: 313,792 shares; 2026Q1: 328,304 shares 328,304 $4.44M <0.01% +14,512 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,070 shares; 2025Q1: 10,185 shares; 2025Q2: 28,203 shares; 2025Q3: 140,874 shares; 2025Q4: 138,016 shares; 2026Q1: 131,270 shares 131,270 $4.44M <0.01% -6,746 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,994 shares; 2024Q4: 168,770 shares; 2025Q1: 168,691 shares; 2025Q2: 173,915 shares; 2025Q3: 194,402 shares; 2025Q4: 208,022 shares; 2026Q1: 199,623 shares 199,623 $4.42M <0.01% -8,399 Timeline KJAN 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: 65,632 shares; 2024Q4: 65,211 shares; 2025Q1: 71,800 shares; 2025Q2: 83,599 shares; 2025Q3: 92,672 shares; 2025Q4: 104,789 shares; 2026Q1: 105,743 shares 105,743 $4.41M <0.01% +954 Timeline HAPI 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: 17,049 shares; 2024Q4: 45,601 shares; 2025Q1: 86,812 shares; 2025Q2: 84,953 shares; 2025Q3: 87,521 shares; 2025Q4: 80,016 shares; 2026Q1: 111,061 shares 111,061 $4.41M <0.01% +31,045 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,703 shares; 2024Q4: 16,704 shares; 2025Q1: 22,814 shares; 2025Q2: 29,014 shares; 2025Q3: 33,297 shares; 2025Q4: 30,356 shares; 2026Q1: 51,314 shares 51,314 $4.4M <0.01% +20,958 Timeline IQDF 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: 63,825 shares; 2024Q4: 64,242 shares; 2025Q1: 105,078 shares; 2025Q2: 107,237 shares; 2025Q3: 109,752 shares; 2025Q4: 131,554 shares; 2026Q1: 138,909 shares 138,909 $4.4M <0.01% +7,355 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 41,751 shares; 2025Q1: 42,184 shares; 2025Q2: 43,512 shares; 2025Q3: 36,839 shares; 2025Q4: 50,914 shares; 2026Q1: 64,347 shares 64,347 $4.4M <0.01% +13,433 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224,565 shares 224,565 $4.4M <0.01% new Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,833 shares; 2024Q4: 115,772 shares; 2025Q1: 88,503 shares; 2025Q2: 103,776 shares; 2025Q3: 105,563 shares; 2025Q4: 101,683 shares; 2026Q1: 67,886 shares 67,886 $4.4M <0.01% -33,797 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 21,217 shares; 2025Q1: 19,524 shares; 2025Q2: 15,600 shares; 2025Q3: 13,865 shares; 2025Q4: 17,218 shares; 2026Q1: 36,689 shares 36,689 $4.4M <0.01% +19,471 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,063 shares; 2024Q4: 277,542 shares; 2025Q1: 279,775 shares; 2025Q2: 281,597 shares; 2025Q3: 282,392 shares; 2025Q4: 324,644 shares; 2026Q1: 414,976 shares 414,976 $4.39M <0.01% +90,332 Timeline IBBQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,977 shares; 2026Q1: 151,441 shares 151,441 $4.39M <0.01% +108,464 Timeline DFAW 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: 7,334 shares; 2024Q4: 19,767 shares; 2025Q1: 55,177 shares; 2025Q2: 49,250 shares; 2025Q3: 50,607 shares; 2025Q4: 52,983 shares; 2026Q1: 59,488 shares 59,488 $4.39M <0.01% +6,505 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,997 shares; 2024Q4: 157,966 shares; 2025Q1: 122,597 shares; 2025Q2: 137,096 shares; 2025Q3: 135,636 shares; 2025Q4: 128,904 shares; 2026Q1: 117,589 shares 117,589 $4.38M <0.01% -11,315 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,846 shares; 2024Q4: 306,566 shares; 2025Q1: 302,849 shares; 2025Q2: 308,646 shares; 2025Q3: 301,035 shares; 2025Q4: 278,773 shares; 2026Q1: 209,623 shares 209,623 $4.38M <0.01% -69,150 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,701 shares; 2024Q4: 148,097 shares; 2025Q1: 169,764 shares; 2025Q2: 199,743 shares; 2025Q3: 224,947 shares; 2025Q4: 277,143 shares; 2026Q1: 274,393 shares 274,393 $4.37M <0.01% -2,750 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,134 shares; 2024Q4: 596,920 shares; 2025Q1: 545,427 shares; 2025Q2: 550,671 shares; 2025Q3: 599,996 shares; 2025Q4: 534,038 shares; 2026Q1: 565,949 shares 565,949 $4.36M <0.01% +31,911 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,670 shares; 2024Q4: 20,009 shares; 2025Q1: 58,315 shares; 2025Q2: 129,340 shares; 2025Q3: 117,362 shares; 2025Q4: 129,395 shares; 2026Q1: 336,330 shares 336,330 $4.36M <0.01% +206,935 Timeline XITK 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: 31,414 shares; 2024Q4: 30,359 shares; 2025Q1: 28,319 shares; 2025Q2: 30,146 shares; 2025Q3: 29,605 shares; 2025Q4: 31,121 shares; 2026Q1: 29,690 shares 29,690 $4.35M <0.01% -1,431 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,459 shares; 2024Q4: 133,430 shares; 2025Q1: 140,729 shares; 2025Q2: 158,765 shares; 2025Q3: 168,323 shares; 2025Q4: 177,539 shares; 2026Q1: 227,035 shares 227,035 $4.35M <0.01% +49,496 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,695 shares; 2025Q4: 30,218 shares; 2026Q1: 82,768 shares 82,768 $4.35M <0.01% +52,550 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,987 shares; 2024Q4: 21,715 shares; 2025Q1: 21,208 shares; 2025Q2: 21,101 shares; 2025Q3: 18,647 shares; 2025Q4: 21,901 shares; 2026Q1: 27,102 shares 27,102 $4.34M <0.01% +5,201 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 13,322 shares; 2025Q1: 9,580 shares; 2025Q2: 10,091 shares; 2025Q3: 8,463 shares; 2025Q4: 17,919 shares; 2026Q1: 24,990 shares 24,990 $4.34M <0.01% +7,071 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 14,430 shares; 2025Q1: 16,718 shares; 2025Q2: 20,103 shares; 2025Q3: 38,768 shares; 2025Q4: 163,595 shares; 2026Q1: 171,041 shares 171,041 $4.34M <0.01% +7,446 Timeline GAUG 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: 7,006 shares; 2024Q4: 20,027 shares; 2025Q1: 32,126 shares; 2025Q2: 52,606 shares; 2025Q3: 108,961 shares; 2025Q4: 112,847 shares; 2026Q1: 112,148 shares 112,148 $4.34M <0.01% -699 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV 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: 35,712 shares; 2025Q4: 244,184 shares; 2026Q1: 343,009 shares 343,009 $4.34M <0.01% +98,825 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,618 shares; 2024Q4: 15,156 shares; 2025Q1: 13,563 shares; 2025Q2: 12,613 shares; 2025Q3: 36,860 shares; 2025Q4: 28,548 shares; 2026Q1: 29,434 shares 29,434 $4.33M <0.01% +886 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,778 shares; 2024Q4: 276,442 shares; 2025Q1: 360,964 shares; 2025Q2: 485,896 shares; 2025Q3: 654,111 shares; 2025Q4: 832,080 shares; 2026Q1: 837,306 shares 837,306 $4.33M <0.01% +5,226 Timeline PIO 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: 83,588 shares; 2024Q4: 84,194 shares; 2025Q1: 89,449 shares; 2025Q2: 87,836 shares; 2025Q3: 92,414 shares; 2025Q4: 89,195 shares; 2026Q1: 99,293 shares 99,293 $4.31M <0.01% +10,098 Timeline WEEI ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,245 shares; 2026Q1: 175,291 shares 175,291 $4.31M <0.01% +160,046 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,761 shares; 2025Q4: 302,739 shares; 2026Q1: 477,091 shares 477,091 $4.3M <0.01% +174,352 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,820 shares; 2024Q4: 200,024 shares; 2025Q1: 223,951 shares; 2025Q2: 218,519 shares; 2025Q3: 236,635 shares; 2025Q4: 243,521 shares; 2026Q1: 103,453 shares 103,453 $4.3M <0.01% -140,068 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,403 shares; 2024Q4: 39,565 shares; 2025Q1: 36,983 shares; 2025Q2: 37,342 shares; 2025Q3: 37,158 shares; 2025Q4: 36,165 shares; 2026Q1: 32,239 shares 32,239 $4.29M <0.01% -3,926 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,083 shares; 2024Q4: 119,105 shares; 2025Q1: 129,474 shares; 2025Q2: 76,645 shares; 2025Q3: 92,901 shares; 2025Q4: 105,244 shares; 2026Q1: 125,553 shares 125,553 $4.29M <0.01% +20,309 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: 20,506 shares; 2025Q1: 28,936 shares; 2025Q2: 27,568 shares; 2025Q3: 24,581 shares; 2025Q4: 28,248 shares; 2026Q1: 23,596 shares 23,596 $4.27M <0.01% -4,652 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839,185 shares; 2024Q4: 838,768 shares; 2025Q1: 829,802 shares; 2025Q2: 907,352 shares; 2025Q3: 992,003 shares; 2025Q4: 985,023 shares; 2026Q1: 897,726 shares 897,726 $4.26M <0.01% -87,297 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,934 shares; 2024Q4: 107,690 shares; 2025Q1: 108,551 shares; 2025Q2: 103,985 shares; 2025Q3: 99,188 shares; 2025Q4: 79,171 shares; 2026Q1: 54,510 shares 54,510 $4.25M <0.01% -24,661 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,346 shares; 2024Q4: 50,671 shares; 2025Q1: 60,411 shares; 2025Q2: 58,605 shares; 2025Q3: 58,563 shares; 2025Q4: 47,819 shares; 2026Q1: 46,346 shares 46,346 $4.25M <0.01% -1,473 Timeline SUSL 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: 23,186 shares; 2024Q4: 23,555 shares; 2025Q1: 22,016 shares; 2025Q2: 23,200 shares; 2025Q3: 25,280 shares; 2025Q4: 26,053 shares; 2026Q1: 37,356 shares 37,356 $4.24M <0.01% +11,303 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,178 shares; 2024Q4: 45,498 shares; 2025Q1: 58,850 shares; 2025Q2: 58,845 shares; 2025Q3: 135,276 shares; 2025Q4: 168,406 shares; 2026Q1: 160,318 shares 160,318 $4.23M <0.01% -8,088 Timeline BMVP 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: 94,009 shares; 2024Q4: 94,762 shares; 2025Q1: 98,664 shares; 2025Q2: 94,835 shares; 2025Q3: 89,987 shares; 2025Q4: 87,321 shares; 2026Q1: 84,763 shares 84,763 $4.23M <0.01% -2,558 Timeline APRT 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: 31,949 shares; 2024Q4: 31,605 shares; 2025Q1: 33,040 shares; 2025Q2: 47,441 shares; 2025Q3: 85,417 shares; 2025Q4: 84,815 shares; 2026Q1: 99,408 shares 99,408 $4.22M <0.01% +14,593 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,608 shares; 2024Q4: 21,301 shares; 2025Q1: 17,794 shares; 2025Q2: 17,698 shares; 2025Q3: 41,499 shares; 2025Q4: 38,736 shares; 2026Q1: 29,473 shares 29,473 $4.22M <0.01% -9,263 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,842 shares; 2024Q4: 32,237 shares; 2025Q1: 34,405 shares; 2025Q2: 34,155 shares; 2025Q3: 32,029 shares; 2025Q4: 36,712 shares; 2026Q1: 35,774 shares 35,774 $4.21M <0.01% -938 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,435 shares; 2024Q4: 48,700 shares; 2025Q1: 62,299 shares; 2025Q2: 66,101 shares; 2025Q3: 73,936 shares; 2025Q4: 80,588 shares; 2026Q1: 79,812 shares 79,812 $4.21M <0.01% -776 Timeline IVVM 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: not reported; 2025Q2: not reported; 2025Q3: 9,284 shares; 2025Q4: 9,284 shares; 2026Q1: 123,454 shares 123,454 $4.21M <0.01% +114,170 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 12,924 shares; 2025Q1: 13,363 shares; 2025Q2: 14,017 shares; 2025Q3: 16,780 shares; 2025Q4: 17,548 shares; 2026Q1: 21,035 shares 21,035 $4.21M <0.01% +3,487 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,199 shares; 2024Q4: 109,699 shares; 2025Q1: 59,250 shares; 2025Q2: 79,383 shares; 2025Q3: 125,183 shares; 2025Q4: 128,407 shares; 2026Q1: 832,394 shares 832,394 $4.2M <0.01% +703,987 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 7,000 shares; 2025Q3: 13,655 shares; 2025Q4: 28,834 shares; 2026Q1: 55,872 shares 55,872 $4.2M <0.01% +27,038 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,076 shares; 2024Q4: 260,918 shares; 2025Q1: 248,230 shares; 2025Q2: 273,512 shares; 2025Q3: 278,417 shares; 2025Q4: 335,974 shares; 2026Q1: 376,150 shares 376,150 $4.19M <0.01% +40,176 Timeline IBTM 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: 82,795 shares; 2024Q4: 96,869 shares; 2025Q1: 117,409 shares; 2025Q2: 99,156 shares; 2025Q3: 151,219 shares; 2025Q4: 168,957 shares; 2026Q1: 182,760 shares 182,760 $4.19M <0.01% +13,803 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196,631 shares; 2025Q1: 412,282 shares; 2025Q2: 459,238 shares; 2025Q3: 476,365 shares; 2025Q4: 502,683 shares; 2026Q1: 516,027 shares 516,027 $4.19M <0.01% +13,344 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,398 shares; 2024Q4: 57,798 shares; 2025Q1: 67,101 shares; 2025Q2: 79,640 shares; 2025Q3: 96,638 shares; 2025Q4: 81,759 shares; 2026Q1: 77,413 shares 77,413 $4.19M <0.01% -4,346 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 9,823 shares; 2025Q1: 10,833 shares; 2025Q2: 12,450 shares; 2025Q3: 11,927 shares; 2025Q4: 11,319 shares; 2026Q1: 14,387 shares 14,387 $4.19M <0.01% +3,068 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,957 shares; 2024Q4: 96,670 shares; 2025Q1: 137,496 shares; 2025Q2: 132,304 shares; 2025Q3: 157,860 shares; 2025Q4: 153,480 shares; 2026Q1: 152,508 shares 152,508 $4.18M <0.01% -972 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187,383 shares; 2024Q4: 262,780 shares; 2025Q1: 207,391 shares; 2025Q2: 175,827 shares; 2025Q3: 175,016 shares; 2025Q4: 154,084 shares; 2026Q1: 165,697 shares 165,697 $4.18M <0.01% +11,613 Timeline VFQY 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: 72,060 shares; 2024Q4: 85,799 shares; 2025Q1: 38,781 shares; 2025Q2: 37,687 shares; 2025Q3: 38,010 shares; 2025Q4: 39,270 shares; 2026Q1: 28,005 shares 28,005 $4.18M <0.01% -11,265 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,643 shares; 2024Q4: 68,400 shares; 2025Q1: 77,372 shares; 2025Q2: 105,145 shares; 2025Q3: 105,484 shares; 2025Q4: 120,720 shares; 2026Q1: 122,973 shares 122,973 $4.18M <0.01% +2,253 Timeline IBID 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: 15,808 shares; 2025Q4: 39,222 shares; 2026Q1: 159,890 shares 159,890 $4.18M <0.01% +120,668 Timeline HUSV 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: 307,727 shares; 2024Q4: 301,200 shares; 2025Q1: 359,301 shares; 2025Q2: 340,803 shares; 2025Q3: 249,534 shares; 2025Q4: 294,634 shares; 2026Q1: 108,881 shares 108,881 $4.18M <0.01% -185,753 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,464 shares; 2024Q4: 23,399 shares; 2025Q1: 27,142 shares; 2025Q2: 32,215 shares; 2025Q3: 38,851 shares; 2025Q4: 54,847 shares; 2026Q1: 73,037 shares 73,037 $4.16M <0.01% +18,190 Timeline KEN KENON HLDGS LTD More: the full row for KENON HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,367 shares; 2025Q1: 32,538 shares; 2025Q2: 39,374 shares; 2025Q3: 48,002 shares; 2025Q4: 50,543 shares; 2026Q1: 50,505 shares 50,505 $4.16M <0.01% -38 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 172,458 shares; 2025Q2: 196,083 shares; 2025Q3: 224,132 shares; 2025Q4: 270,520 shares; 2026Q1: 310,160 shares 310,160 $4.16M <0.01% +39,640 Timeline NJAN 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: 41,817 shares; 2024Q4: 36,621 shares; 2025Q1: 38,201 shares; 2025Q2: 42,103 shares; 2025Q3: 55,304 shares; 2025Q4: 77,874 shares; 2026Q1: 77,914 shares 77,914 $4.16M <0.01% +40 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,284 shares; 2024Q4: 35,425 shares; 2025Q1: 42,135 shares; 2025Q2: 66,699 shares; 2025Q3: 65,840 shares; 2025Q4: 109,725 shares; 2026Q1: 113,470 shares 113,470 $4.15M <0.01% +3,745 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,506 shares; 2024Q4: 52,500 shares; 2025Q1: 54,624 shares; 2025Q2: 54,354 shares; 2025Q3: 57,304 shares; 2025Q4: 56,770 shares; 2026Q1: 107,761 shares 107,761 $4.15M <0.01% +50,991 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,666 shares; 2024Q4: 60,036 shares; 2025Q1: 74,721 shares; 2025Q2: 83,156 shares; 2025Q3: 88,810 shares; 2025Q4: 84,807 shares; 2026Q1: 102,305 shares 102,305 $4.14M <0.01% +17,498 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,742 shares; 2025Q3: 76,807 shares; 2025Q4: 87,331 shares; 2026Q1: 157,051 shares 157,051 $4.13M <0.01% +69,720 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,500 shares; 2024Q4: 91,305 shares; 2025Q1: 82,114 shares; 2025Q2: 86,031 shares; 2025Q3: 87,194 shares; 2025Q4: 97,033 shares; 2026Q1: 84,082 shares 84,082 $4.12M <0.01% -12,951 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 9,950 shares; 2025Q4: 116,759 shares; 2026Q1: 146,980 shares 146,980 $4.11M <0.01% +30,221 Timeline GLRY 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: 11,556 shares; 2024Q4: 16,104 shares; 2025Q1: 22,450 shares; 2025Q2: 42,786 shares; 2025Q3: 59,949 shares; 2025Q4: 94,220 shares; 2026Q1: 110,768 shares 110,768 $4.11M <0.01% +16,548 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,654 shares; 2024Q4: 70,216 shares; 2025Q1: 89,016 shares; 2025Q2: 92,688 shares; 2025Q3: 160,201 shares; 2025Q4: 202,329 shares; 2026Q1: 294,469 shares 294,469 $4.1M <0.01% +92,140 Timeline NUAG 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: 301,226 shares; 2024Q4: 195,735 shares; 2025Q1: 152,848 shares; 2025Q2: 137,062 shares; 2025Q3: 209,213 shares; 2025Q4: 156,020 shares; 2026Q1: 194,874 shares 194,874 $4.1M <0.01% +38,854 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,759 shares; 2024Q4: 203,742 shares; 2025Q1: 587,035 shares; 2025Q2: 794,908 shares; 2025Q3: 886,656 shares; 2025Q4: 876,601 shares; 2026Q1: 840,815 shares 840,815 $4.09M <0.01% -35,786 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,817 shares 129,817 $4.09M <0.01% new Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,061 shares; 2024Q4: 32,470 shares; 2025Q1: 61,815 shares; 2025Q2: 87,362 shares; 2025Q3: 92,742 shares; 2025Q4: 97,866 shares; 2026Q1: 100,842 shares 100,842 $4.08M <0.01% +2,976 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,546 shares; 2024Q4: 40,168 shares; 2025Q1: 45,549 shares; 2025Q2: not reported; 2025Q3: 61,673 shares; 2025Q4: 103,469 shares; 2026Q1: 127,050 shares 127,050 $4.08M <0.01% +23,581 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 21,143 shares; 2025Q1: 40,602 shares; 2025Q2: 28,767 shares; 2025Q3: 24,062 shares; 2025Q4: 22,641 shares; 2026Q1: 19,696 shares 19,696 $4.07M <0.01% -2,945 Timeline DLS 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: 56,642 shares; 2024Q4: 55,681 shares; 2025Q1: 51,304 shares; 2025Q2: 50,013 shares; 2025Q3: 49,972 shares; 2025Q4: 49,615 shares; 2026Q1: 49,922 shares 49,922 $4.07M <0.01% +307 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,266 shares; 2025Q4: 98,884 shares; 2026Q1: 112,739 shares 112,739 $4.06M <0.01% +13,855 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,319 shares; 2026Q1: 81,583 shares 81,583 $4.06M <0.01% +76,264 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,400 shares; 2024Q4: 90,253 shares; 2025Q1: 93,170 shares; 2025Q2: 99,530 shares; 2025Q3: 99,604 shares; 2025Q4: 121,968 shares; 2026Q1: 172,730 shares 172,730 $4.06M <0.01% +50,762 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,094 shares; 2024Q4: 55,386 shares; 2025Q1: 56,446 shares; 2025Q2: 48,861 shares; 2025Q3: 87,561 shares; 2025Q4: 55,744 shares; 2026Q1: 58,507 shares 58,507 $4.06M <0.01% +2,763 Timeline QQXT 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: 67,708 shares; 2024Q4: 62,334 shares; 2025Q1: 40,510 shares; 2025Q2: 80,656 shares; 2025Q3: 94,074 shares; 2025Q4: 53,438 shares; 2026Q1: 41,520 shares 41,520 $4.05M <0.01% -11,918 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,400 shares; 2024Q4: 51,210 shares; 2025Q1: 51,722 shares; 2025Q2: 54,594 shares; 2025Q3: 59,582 shares; 2025Q4: 60,140 shares; 2026Q1: 72,639 shares 72,639 $4.05M <0.01% +12,499 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586,316 shares; 2024Q4: 717,592 shares; 2025Q1: 734,173 shares; 2025Q2: 728,297 shares; 2025Q3: 616,058 shares; 2025Q4: 61,909 shares; 2026Q1: 94,093 shares 94,093 $4.05M <0.01% +32,184 Timeline JUNW 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: 8,055 shares; 2024Q4: 11,990 shares; 2025Q1: 13,241 shares; 2025Q2: 18,078 shares; 2025Q3: 129,092 shares; 2025Q4: 120,323 shares; 2026Q1: 121,360 shares 121,360 $4.05M <0.01% +1,037 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,418 shares; 2024Q4: 40,356 shares; 2025Q1: 61,158 shares; 2025Q2: 58,833 shares; 2025Q3: 50,363 shares; 2025Q4: 47,818 shares; 2026Q1: 45,012 shares 45,012 $4.04M <0.01% -2,806 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 20,329 shares; 2025Q1: 25,104 shares; 2025Q2: 32,609 shares; 2025Q3: 34,227 shares; 2025Q4: 41,703 shares; 2026Q1: 35,834 shares 35,834 $4.04M <0.01% -5,869 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,169 shares; 2024Q4: 32,591 shares; 2025Q1: 39,802 shares; 2025Q2: 38,697 shares; 2025Q3: 47,037 shares; 2025Q4: 48,334 shares; 2026Q1: 57,972 shares 57,972 $4.02M <0.01% +9,638 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,170 shares; 2024Q4: 434,354 shares; 2025Q1: 358,813 shares; 2025Q2: 11,639 shares; 2025Q3: 13,085 shares; 2025Q4: 47,117 shares; 2026Q1: 152,665 shares 152,665 $4.02M <0.01% +105,548 Timeline DFEB 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: 24,174 shares; 2024Q4: 42,599 shares; 2025Q1: 48,230 shares; 2025Q2: 64,194 shares; 2025Q3: 65,076 shares; 2025Q4: 65,440 shares; 2026Q1: 84,739 shares 84,739 $4.01M <0.01% +19,299 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,198 shares; 2024Q4: 29,435 shares; 2025Q1: 70,463 shares; 2025Q2: 86,790 shares; 2025Q3: 105,139 shares; 2025Q4: 111,528 shares; 2026Q1: 134,580 shares 134,580 $4.01M <0.01% +23,052 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,490 shares; 2024Q4: 87,940 shares; 2025Q1: 86,351 shares; 2025Q2: 86,614 shares; 2025Q3: 71,450 shares; 2025Q4: 63,369 shares; 2026Q1: 55,077 shares 55,077 $4M <0.01% -8,292 Timeline FTMU 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: 359,291 shares; 2026Q1: 513,832 shares 513,832 $4M <0.01% +154,541 Timeline PEJ 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: 101,848 shares; 2024Q4: 129,470 shares; 2025Q1: 200,095 shares; 2025Q2: 153,328 shares; 2025Q3: 165,592 shares; 2025Q4: 113,158 shares; 2026Q1: 69,026 shares 69,026 $4M <0.01% -44,132 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,372 shares; 2025Q2: 11,519 shares; 2025Q3: 8,946 shares; 2025Q4: 9,604 shares; 2026Q1: 40,121 shares 40,121 $4M <0.01% +30,517 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,460 shares; 2025Q1: 64,814 shares; 2025Q2: 33,724 shares; 2025Q3: 55,959 shares; 2025Q4: 102,927 shares; 2026Q1: 107,849 shares 107,849 $4M <0.01% +4,922 Timeline RSSL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,290 shares; 2025Q1: 3,790 shares; 2025Q2: 3,330 shares; 2025Q3: 11,400 shares; 2025Q4: 39,184 shares; 2026Q1: 41,094 shares 41,094 $3.99M <0.01% +1,910 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,576 shares; 2025Q3: 101,674 shares; 2025Q4: 88,095 shares; 2026Q1: 80,380 shares 80,380 $3.99M <0.01% -7,715 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,306 shares; 2024Q4: 303,483 shares; 2025Q1: 288,184 shares; 2025Q2: 175,565 shares; 2025Q3: 204,419 shares; 2025Q4: 212,074 shares; 2026Q1: 176,095 shares 176,095 $3.99M <0.01% -35,979 Timeline VEGI 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: 23,604 shares; 2024Q4: 21,846 shares; 2025Q1: 18,870 shares; 2025Q2: 18,786 shares; 2025Q3: 19,513 shares; 2025Q4: 19,787 shares; 2026Q1: 88,013 shares 88,013 $3.98M <0.01% +68,226 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,160 shares; 2024Q4: 32,251 shares; 2025Q1: 31,585 shares; 2025Q2: 24,912 shares; 2025Q3: 41,755 shares; 2025Q4: 34,175 shares; 2026Q1: 36,162 shares 36,162 $3.98M <0.01% +1,987 Timeline GLIN 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: 147,426 shares; 2024Q4: 154,438 shares; 2025Q1: 91,526 shares; 2025Q2: 104,839 shares; 2025Q3: 106,994 shares; 2025Q4: 109,908 shares; 2026Q1: 98,123 shares 98,123 $3.98M <0.01% -11,785 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 123,331 shares 123,331 $3.98M <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,507 shares; 2024Q4: 60,899 shares; 2025Q1: 61,979 shares; 2025Q2: 63,504 shares; 2025Q3: 70,584 shares; 2025Q4: 66,889 shares; 2026Q1: 67,203 shares 67,203 $3.98M <0.01% +314 Timeline TDTT 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: 145,331 shares; 2024Q4: 156,163 shares; 2025Q1: 177,772 shares; 2025Q2: 177,939 shares; 2025Q3: 183,929 shares; 2025Q4: 159,732 shares; 2026Q1: 163,969 shares 163,969 $3.97M <0.01% +4,237 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,553 shares; 2024Q4: 105,741 shares; 2025Q1: 136,860 shares; 2025Q2: 130,674 shares; 2025Q3: 132,996 shares; 2025Q4: 135,017 shares; 2026Q1: 276,768 shares 276,768 $3.97M <0.01% +141,751 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,163 shares; 2024Q4: 26,386 shares; 2025Q1: 19,545 shares; 2025Q2: 22,356 shares; 2025Q3: 31,677 shares; 2025Q4: 31,263 shares; 2026Q1: 39,896 shares 39,896 $3.97M <0.01% +8,633 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,753 shares; 2024Q4: 59,609 shares; 2025Q1: 63,365 shares; 2025Q2: 57,312 shares; 2025Q3: 50,836 shares; 2025Q4: 46,048 shares; 2026Q1: 68,709 shares 68,709 $3.96M <0.01% +22,661 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 12,866 shares; 2025Q1: 14,866 shares; 2025Q2: 15,399 shares; 2025Q3: 15,206 shares; 2025Q4: 13,601 shares; 2026Q1: 14,049 shares 14,049 $3.95M <0.01% +448 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 13,957 shares; 2025Q1: 12,702 shares; 2025Q2: 12,946 shares; 2025Q3: 15,809 shares; 2025Q4: 18,340 shares; 2026Q1: 26,818 shares 26,818 $3.93M <0.01% +8,478 Timeline TRND 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: 52,104 shares; 2024Q4: 87,640 shares; 2025Q1: 101,913 shares; 2025Q2: 127,535 shares; 2025Q3: 144,002 shares; 2025Q4: 122,622 shares; 2026Q1: 118,548 shares 118,548 $3.92M <0.01% -4,074 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,712 shares; 2024Q4: 27,672 shares; 2025Q1: 40,096 shares; 2025Q2: 38,035 shares; 2025Q3: 29,240 shares; 2025Q4: 31,594 shares; 2026Q1: 43,414 shares 43,414 $3.91M <0.01% +11,820 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,309 shares; 2024Q4: 24,862 shares; 2025Q1: 31,018 shares; 2025Q2: 34,827 shares; 2025Q3: 35,359 shares; 2025Q4: 68,049 shares; 2026Q1: 189,387 shares 189,387 $3.91M <0.01% +121,338 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,885 shares; 2024Q4: 46,164 shares; 2025Q1: 12,098 shares; 2025Q2: 11,679 shares; 2025Q3: 11,870 shares; 2025Q4: not reported; 2026Q1: 1,404,359 shares 1,404,359 $3.9M <0.01% new Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,852 shares; 2024Q4: 124,488 shares; 2025Q1: 164,605 shares; 2025Q2: 192,544 shares; 2025Q3: 136,525 shares; 2025Q4: 122,642 shares; 2026Q1: 85,901 shares 85,901 $3.9M <0.01% -36,741 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,320 shares; 2024Q4: 76,747 shares; 2025Q1: 47,949 shares; 2025Q2: 44,852 shares; 2025Q3: 47,831 shares; 2025Q4: 28,294 shares; 2026Q1: 35,993 shares 35,993 $3.9M <0.01% +7,699 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 19,680 shares; 2025Q1: 36,095 shares; 2025Q2: 42,245 shares; 2025Q3: 119,404 shares; 2025Q4: 132,035 shares; 2026Q1: 80,649 shares 80,649 $3.89M <0.01% -51,386 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,753 shares; 2024Q4: 89,886 shares; 2025Q1: 88,219 shares; 2025Q2: 86,056 shares; 2025Q3: 85,564 shares; 2025Q4: 87,058 shares; 2026Q1: 98,594 shares 98,594 $3.89M <0.01% +11,536 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,783 shares; 2024Q4: 171,687 shares; 2025Q1: 199,821 shares; 2025Q2: 182,730 shares; 2025Q3: 170,851 shares; 2025Q4: 183,722 shares; 2026Q1: 157,853 shares 157,853 $3.89M <0.01% -25,869 Timeline ECNS 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: 138,725 shares; 2025Q4: 128,902 shares; 2026Q1: 119,580 shares 119,580 $3.89M <0.01% -9,322 Timeline SHAG 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: 129,180 shares; 2024Q4: 128,991 shares; 2025Q1: 135,290 shares; 2025Q2: 138,759 shares; 2025Q3: 127,207 shares; 2025Q4: 117,511 shares; 2026Q1: 81,500 shares 81,500 $3.88M <0.01% -36,011 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883,939 shares; 2024Q4: 582,567 shares; 2025Q1: 497,608 shares; 2025Q2: 481,395 shares; 2025Q3: 455,254 shares; 2025Q4: 435,236 shares; 2026Q1: 402,053 shares 402,053 $3.88M <0.01% -33,183 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,631 shares; 2024Q4: 149,485 shares; 2025Q1: 113,594 shares; 2025Q2: 110,271 shares; 2025Q3: 97,036 shares; 2025Q4: 73,864 shares; 2026Q1: 87,230 shares 87,230 $3.88M <0.01% +13,366 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,940 shares; 2024Q4: 54,306 shares; 2025Q1: 58,594 shares; 2025Q2: 58,079 shares; 2025Q3: 58,874 shares; 2025Q4: 51,791 shares; 2026Q1: 51,288 shares 51,288 $3.87M <0.01% -503 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 13,976 shares; 2025Q1: 14,067 shares; 2025Q2: 18,346 shares; 2025Q3: 20,996 shares; 2025Q4: 19,889 shares; 2026Q1: 21,344 shares 21,344 $3.86M <0.01% +1,455 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,718 shares; 2024Q4: 55,404 shares; 2025Q1: 61,568 shares; 2025Q2: 63,813 shares; 2025Q3: 62,095 shares; 2025Q4: 55,906 shares; 2026Q1: 55,344 shares 55,344 $3.85M <0.01% -562 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 8,164 shares; 2025Q1: 8,949 shares; 2025Q2: 11,737 shares; 2025Q3: 20,654 shares; 2025Q4: 20,690 shares; 2026Q1: 45,977 shares 45,977 $3.85M <0.01% +25,287 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,780 shares; 2024Q4: 80,666 shares; 2025Q1: 95,927 shares; 2025Q2: 233,885 shares; 2025Q3: 258,030 shares; 2025Q4: 266,603 shares; 2026Q1: 298,622 shares 298,622 $3.84M <0.01% +32,019 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,911 shares; 2024Q4: 11,088 shares; 2025Q1: 11,387 shares; 2025Q2: 10,658 shares; 2025Q3: 11,725 shares; 2025Q4: 11,325 shares; 2026Q1: 30,316 shares 30,316 $3.84M <0.01% +18,991 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,807 shares; 2024Q4: 53,277 shares; 2025Q1: 55,242 shares; 2025Q2: 76,441 shares; 2025Q3: 82,870 shares; 2025Q4: 113,704 shares; 2026Q1: 101,456 shares 101,456 $3.84M <0.01% -12,248 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 18,510 shares; 2025Q1: 20,559 shares; 2025Q2: 23,645 shares; 2025Q3: 25,307 shares; 2025Q4: 24,433 shares; 2026Q1: 29,759 shares 29,759 $3.82M <0.01% +5,326 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,044 shares; 2026Q1: 108,458 shares 108,458 $3.82M <0.01% +6,414 Timeline FINX 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: 166,417 shares; 2024Q4: 182,753 shares; 2025Q1: 233,801 shares; 2025Q2: 248,296 shares; 2025Q3: 326,272 shares; 2025Q4: 298,280 shares; 2026Q1: 165,172 shares 165,172 $3.82M <0.01% -133,108 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,654 shares; 2024Q4: 11,255 shares; 2025Q1: 13,933 shares; 2025Q2: 14,113 shares; 2025Q3: 14,022 shares; 2025Q4: 15,551 shares; 2026Q1: 11,501 shares 11,501 $3.8M <0.01% -4,050 Timeline EIS 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: 16,814 shares; 2024Q4: 17,186 shares; 2025Q1: 15,918 shares; 2025Q2: 19,069 shares; 2025Q3: 26,930 shares; 2025Q4: 58,132 shares; 2026Q1: 32,749 shares 32,749 $3.8M <0.01% -25,383 Timeline YDEC 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: 9,512 shares; 2024Q4: not reported; 2025Q1: 85,014 shares; 2025Q2: 92,448 shares; 2025Q3: 87,821 shares; 2025Q4: 147,341 shares; 2026Q1: 144,292 shares 144,292 $3.79M <0.01% -3,049 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,215 shares; 2024Q4: 69,873 shares; 2025Q1: 69,904 shares; 2025Q2: 72,005 shares; 2025Q3: 69,924 shares; 2025Q4: 60,592 shares; 2026Q1: 58,082 shares 58,082 $3.79M <0.01% -2,510 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,615 shares; 2024Q4: 264,693 shares; 2025Q1: 282,048 shares; 2025Q2: 267,453 shares; 2025Q3: 221,770 shares; 2025Q4: 196,022 shares; 2026Q1: 188,728 shares 188,728 $3.79M <0.01% -7,294 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,146 shares; 2024Q4: 33,100 shares; 2025Q1: 38,807 shares; 2025Q2: 43,705 shares; 2025Q3: 46,520 shares; 2025Q4: 50,521 shares; 2026Q1: 61,224 shares 61,224 $3.79M <0.01% +10,703 Timeline BSMZ 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: 12,543 shares; 2026Q1: 150,431 shares 150,431 $3.78M <0.01% +137,888 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,704 shares; 2024Q4: 96,515 shares; 2025Q1: 123,492 shares; 2025Q2: 151,094 shares; 2025Q3: 166,156 shares; 2025Q4: 148,096 shares; 2026Q1: 142,882 shares 142,882 $3.78M <0.01% -5,214 Timeline NJUL 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: 37,495 shares; 2024Q4: 36,650 shares; 2025Q1: 34,253 shares; 2025Q2: 38,592 shares; 2025Q3: 55,147 shares; 2025Q4: 54,477 shares; 2026Q1: 52,821 shares 52,821 $3.77M <0.01% -1,656 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,818 shares; 2024Q4: 79,738 shares; 2025Q1: 109,761 shares; 2025Q2: 113,379 shares; 2025Q3: 144,280 shares; 2025Q4: 233,497 shares; 2026Q1: 277,647 shares 277,647 $3.77M <0.01% +44,150 Timeline IBUY 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: 67,789 shares; 2024Q4: 80,315 shares; 2025Q1: 71,976 shares; 2025Q2: 67,307 shares; 2025Q3: 62,618 shares; 2025Q4: 62,687 shares; 2026Q1: 60,223 shares 60,223 $3.76M <0.01% -2,464 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,501 shares; 2024Q4: 16,601 shares; 2025Q1: 16,101 shares; 2025Q2: 162,259 shares; 2025Q3: 176,258 shares; 2025Q4: 232,841 shares; 2026Q1: 206,662 shares 206,662 $3.76M <0.01% -26,179 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,040 shares; 2024Q4: 79,839 shares; 2025Q1: 66,482 shares; 2025Q2: 59,097 shares; 2025Q3: 74,041 shares; 2025Q4: 48,882 shares; 2026Q1: 45,293 shares 45,293 $3.76M <0.01% -3,589 Timeline VSMV 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: 89,736 shares; 2024Q4: 88,650 shares; 2025Q1: 89,703 shares; 2025Q2: 80,756 shares; 2025Q3: 80,862 shares; 2025Q4: 69,400 shares; 2026Q1: 66,461 shares 66,461 $3.76M <0.01% -2,939 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 4,198 shares; 2025Q1: 5,868 shares; 2025Q2: 7,526 shares; 2025Q3: 10,419 shares; 2025Q4: 23,398 shares; 2026Q1: 38,128 shares 38,128 $3.76M <0.01% +14,730 Timeline PZT 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: 103,731 shares; 2024Q4: 118,047 shares; 2025Q1: 98,412 shares; 2025Q2: 93,326 shares; 2025Q3: 134,043 shares; 2025Q4: 160,661 shares; 2026Q1: 170,178 shares 170,178 $3.76M <0.01% +9,517 Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,331 shares; 2024Q4: 71,469 shares; 2025Q1: 104,830 shares; 2025Q2: 145,538 shares; 2025Q3: 161,110 shares; 2025Q4: 227,744 shares; 2026Q1: 223,148 shares 223,148 $3.75M <0.01% -4,596 Timeline CANC TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,018 shares; 2026Q1: 102,276 shares 102,276 $3.75M <0.01% +94,258 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,561 shares; 2024Q4: 57,774 shares; 2025Q1: 61,888 shares; 2025Q2: 58,705 shares; 2025Q3: 62,673 shares; 2025Q4: 63,003 shares; 2026Q1: 65,786 shares 65,786 $3.75M <0.01% +2,783 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 9,151 shares; 2025Q1: 14,150 shares; 2025Q2: 16,260 shares; 2025Q3: 16,472 shares; 2025Q4: 19,042 shares; 2026Q1: 19,352 shares 19,352 $3.75M <0.01% +310 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,011 shares; 2024Q4: 185,861 shares; 2025Q1: 199,701 shares; 2025Q2: 127,803 shares; 2025Q3: 125,575 shares; 2025Q4: 97,427 shares; 2026Q1: 84,370 shares 84,370 $3.74M <0.01% -13,057 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 14,391 shares; 2025Q1: 17,599 shares; 2025Q2: 20,843 shares; 2025Q3: 31,364 shares; 2025Q4: 36,865 shares; 2026Q1: 33,668 shares 33,668 $3.74M <0.01% -3,197 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,106 shares; 2024Q4: 67,499 shares; 2025Q1: 98,876 shares; 2025Q2: 112,722 shares; 2025Q3: 200,430 shares; 2025Q4: 210,100 shares; 2026Q1: 233,314 shares 233,314 $3.74M <0.01% +23,214 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,933 shares; 2024Q4: 134,625 shares; 2025Q1: 127,445 shares; 2025Q2: 133,347 shares; 2025Q3: 139,213 shares; 2025Q4: 146,900 shares; 2026Q1: 152,156 shares 152,156 $3.74M <0.01% +5,256 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,067 shares; 2024Q4: 27,638 shares; 2025Q1: 30,205 shares; 2025Q2: 27,783 shares; 2025Q3: 28,025 shares; 2025Q4: 22,667 shares; 2026Q1: 36,081 shares 36,081 $3.73M <0.01% +13,414 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 74,008 shares; 2025Q1: 66,552 shares; 2025Q2: 202,565 shares; 2025Q3: 297,018 shares; 2025Q4: 372,237 shares; 2026Q1: 285,058 shares 285,058 $3.73M <0.01% -87,179 Timeline RSPM 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: 318,123 shares; 2024Q4: 135,933 shares; 2025Q1: 125,379 shares; 2025Q2: 117,289 shares; 2025Q3: 118,633 shares; 2025Q4: 99,514 shares; 2026Q1: 95,879 shares 95,879 $3.71M <0.01% -3,635 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,312 shares; 2024Q4: 68,003 shares; 2025Q1: 88,476 shares; 2025Q2: 88,220 shares; 2025Q3: 94,013 shares; 2025Q4: 105,934 shares; 2026Q1: 116,555 shares 116,555 $3.71M <0.01% +10,621 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,847 shares; 2024Q4: 29,654 shares; 2025Q1: 67,023 shares; 2025Q2: 62,735 shares; 2025Q3: 160,339 shares; 2025Q4: 120,359 shares; 2026Q1: 88,375 shares 88,375 $3.7M <0.01% -31,984 Timeline PSCI 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: 45,215 shares; 2024Q4: 51,747 shares; 2025Q1: 50,363 shares; 2025Q2: 22,555 shares; 2025Q3: 20,510 shares; 2025Q4: 21,992 shares; 2026Q1: 23,918 shares 23,918 $3.7M <0.01% +1,926 Timeline RSPD 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: 121,737 shares; 2024Q4: 118,984 shares; 2025Q1: 124,927 shares; 2025Q2: 109,305 shares; 2025Q3: 230,901 shares; 2025Q4: 199,620 shares; 2026Q1: 69,045 shares 69,045 $3.7M <0.01% -130,575 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,693 shares; 2024Q4: 234,566 shares; 2025Q1: 229,770 shares; 2025Q2: 240,913 shares; 2025Q3: 245,856 shares; 2025Q4: 235,712 shares; 2026Q1: 192,560 shares 192,560 $3.69M <0.01% -43,152 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,789 shares; 2025Q4: 118,836 shares; 2026Q1: 140,850 shares 140,850 $3.69M <0.01% +22,014 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,237 shares; 2024Q4: 232,815 shares; 2025Q1: 297,873 shares; 2025Q2: 351,659 shares; 2025Q3: 396,727 shares; 2025Q4: 373,211 shares; 2026Q1: 384,655 shares 384,655 $3.68M <0.01% +11,444 Timeline AIS 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: not reported; 2025Q3: not reported; 2025Q4: 23,315 shares; 2026Q1: 87,742 shares 87,742 $3.68M <0.01% +64,427 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 27,280 shares; 2025Q1: 29,982 shares; 2025Q2: 29,890 shares; 2025Q3: 40,795 shares; 2025Q4: 41,061 shares; 2026Q1: 41,968 shares 41,968 $3.68M <0.01% +907 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,252 shares; 2024Q4: 19,391 shares; 2025Q1: 21,766 shares; 2025Q2: 22,324 shares; 2025Q3: 20,074 shares; 2025Q4: 19,431 shares; 2026Q1: 14,624 shares 14,624 $3.67M <0.01% -4,807 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,539 shares; 2024Q4: 156,683 shares; 2025Q1: 127,165 shares; 2025Q2: 118,465 shares; 2025Q3: 148,504 shares; 2025Q4: 147,629 shares; 2026Q1: 171,560 shares 171,560 $3.66M <0.01% +23,931 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,451 shares; 2024Q4: 241,927 shares; 2025Q1: 292,857 shares; 2025Q2: 317,805 shares; 2025Q3: 270,379 shares; 2025Q4: 249,703 shares; 2026Q1: 271,024 shares 271,024 $3.66M <0.01% +21,321 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,148 shares; 2024Q4: 66,085 shares; 2025Q1: 67,220 shares; 2025Q2: 95,593 shares; 2025Q3: 110,537 shares; 2025Q4: 78,937 shares; 2026Q1: 81,183 shares 81,183 $3.66M <0.01% +2,246 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 7,471 shares; 2025Q1: 6,937 shares; 2025Q2: 29,396 shares; 2025Q3: 60,216 shares; 2025Q4: 55,991 shares; 2026Q1: 55,144 shares 55,144 $3.66M <0.01% -847 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,219 shares; 2024Q4: 54,292 shares; 2025Q1: 58,161 shares; 2025Q2: 62,982 shares; 2025Q3: 53,278 shares; 2025Q4: 48,745 shares; 2026Q1: 52,782 shares 52,782 $3.65M <0.01% +4,037 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,963 shares; 2024Q4: 65,021 shares; 2025Q1: 78,548 shares; 2025Q2: 88,617 shares; 2025Q3: 102,854 shares; 2025Q4: 110,473 shares; 2026Q1: 113,302 shares 113,302 $3.65M <0.01% +2,829 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,370 shares; 2025Q1: 32,811 shares; 2025Q2: 33,009 shares; 2025Q3: 27,845 shares; 2025Q4: 31,392 shares; 2026Q1: 30,801 shares 30,801 $3.64M <0.01% -591 Timeline EWD 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: 11,772 shares; 2024Q4: 144,368 shares; 2025Q1: 154,064 shares; 2025Q2: 141,419 shares; 2025Q3: 78,579 shares; 2025Q4: 76,566 shares; 2026Q1: 74,566 shares 74,566 $3.63M <0.01% -2,000 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,122 shares; 2024Q4: 27,629 shares; 2025Q1: 39,428 shares; 2025Q2: 44,210 shares; 2025Q3: 51,786 shares; 2025Q4: 31,237 shares; 2026Q1: 30,791 shares 30,791 $3.62M <0.01% -446 Timeline FTMN 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: 381,702 shares; 2026Q1: 414,869 shares 414,869 $3.62M <0.01% +33,167 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,763 shares; 2024Q4: 44,439 shares; 2025Q1: 61,466 shares; 2025Q2: 68,945 shares; 2025Q3: 42,743 shares; 2025Q4: 41,813 shares; 2026Q1: 37,391 shares 37,391 $3.61M <0.01% -4,422 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,278 shares; 2024Q4: 120,617 shares; 2025Q1: 140,907 shares; 2025Q2: 375,958 shares; 2025Q3: 393,338 shares; 2025Q4: 326,046 shares; 2026Q1: 345,208 shares 345,208 $3.6M <0.01% +19,162 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,791 shares; 2024Q4: 45,984 shares; 2025Q1: 44,288 shares; 2025Q2: 30,802 shares; 2025Q3: 35,631 shares; 2025Q4: 33,393 shares; 2026Q1: 66,284 shares 66,284 $3.6M <0.01% +32,891 Timeline GHYG 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: 27,914 shares; 2024Q4: 52,419 shares; 2025Q1: 63,075 shares; 2025Q2: 65,402 shares; 2025Q3: 73,523 shares; 2025Q4: 75,331 shares; 2026Q1: 79,727 shares 79,727 $3.6M <0.01% +4,396 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,657 shares; 2024Q4: 32,191 shares; 2025Q1: 28,501 shares; 2025Q2: 36,990 shares; 2025Q3: 40,072 shares; 2025Q4: 38,831 shares; 2026Q1: 35,139 shares 35,139 $3.59M <0.01% -3,692 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,404 shares; 2025Q1: 64,108 shares; 2025Q2: 82,164 shares; 2025Q3: 91,902 shares; 2025Q4: 81,620 shares; 2026Q1: 89,705 shares 89,705 $3.57M <0.01% +8,085 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 11,704 shares; 2025Q1: 11,714 shares; 2025Q2: 11,725 shares; 2025Q3: 15,673 shares; 2025Q4: 74,554 shares; 2026Q1: 74,999 shares 74,999 $3.57M <0.01% +445 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,238 shares; 2024Q4: 75,969 shares; 2025Q1: 197,238 shares; 2025Q2: 188,036 shares; 2025Q3: 444,166 shares; 2025Q4: 405,412 shares; 2026Q1: 470,765 shares 470,765 $3.56M <0.01% +65,353 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,777 shares; 2024Q4: 114,315 shares; 2025Q1: 113,746 shares; 2025Q2: 155,431 shares; 2025Q3: 217,785 shares; 2025Q4: 241,078 shares; 2026Q1: 262,516 shares 262,516 $3.56M <0.01% +21,438 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100,300 shares; 2024Q4: 740,645 shares; 2025Q1: 610,018 shares; 2025Q2: 601,063 shares; 2025Q3: 663,043 shares; 2025Q4: 636,467 shares; 2026Q1: 622,706 shares 622,706 $3.56M <0.01% -13,761 Timeline IEZ 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: 85,715 shares; 2024Q4: 89,250 shares; 2025Q1: 110,396 shares; 2025Q2: 111,029 shares; 2025Q3: 104,384 shares; 2025Q4: 86,726 shares; 2026Q1: 122,757 shares 122,757 $3.55M <0.01% +36,031 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,579 shares; 2024Q4: 110,356 shares; 2025Q1: 221,052 shares; 2025Q2: 187,888 shares; 2025Q3: 217,132 shares; 2025Q4: 374,561 shares; 2026Q1: 267,081 shares 267,081 $3.55M <0.01% -107,480 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,586 shares; 2025Q4: 163,514 shares; 2026Q1: 167,816 shares 167,816 $3.55M <0.01% +4,302 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,429 shares; 2024Q4: 78,703 shares; 2025Q1: 97,348 shares; 2025Q2: 100,098 shares; 2025Q3: 122,167 shares; 2025Q4: 140,291 shares; 2026Q1: 145,746 shares 145,746 $3.54M <0.01% +5,455 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,332 shares; 2024Q4: 449,419 shares; 2025Q1: 444,476 shares; 2025Q2: 436,429 shares; 2025Q3: 520,749 shares; 2025Q4: 533,574 shares; 2026Q1: 665,396 shares 665,396 $3.54M <0.01% +131,822 Timeline JPMB 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: 231,448 shares; 2024Q4: 235,638 shares; 2025Q1: 252,236 shares; 2025Q2: 20,820 shares; 2025Q3: 38,019 shares; 2025Q4: 68,645 shares; 2026Q1: 90,150 shares 90,150 $3.54M <0.01% +21,505 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,137 shares; 2024Q4: 588,407 shares; 2025Q1: 463,286 shares; 2025Q2: 580,806 shares; 2025Q3: 491,646 shares; 2025Q4: 690,055 shares; 2026Q1: 680,021 shares 680,021 $3.53M <0.01% -10,034 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 5,841 shares; 2025Q1: 8,337 shares; 2025Q2: 18,354 shares; 2025Q3: 13,928 shares; 2025Q4: 16,601 shares; 2026Q1: 43,162 shares 43,162 $3.52M <0.01% +26,561 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,123 shares; 2024Q4: 154,670 shares; 2025Q1: 151,869 shares; 2025Q2: 160,676 shares; 2025Q3: 131,560 shares; 2025Q4: 156,529 shares; 2026Q1: 170,021 shares 170,021 $3.52M <0.01% +13,492 Timeline CPTL 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: 78,873 shares; 2024Q4: 84,987 shares; 2025Q1: 79,718 shares; 2025Q2: 77,764 shares; 2025Q3: 85,809 shares; 2025Q4: 84,194 shares; 2026Q1: 84,763 shares 84,763 $3.52M <0.01% +569 Timeline COMT 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: 142,703 shares; 2024Q4: 136,449 shares; 2025Q1: 74,335 shares; 2025Q2: 67,662 shares; 2025Q3: 71,057 shares; 2025Q4: 66,237 shares; 2026Q1: 104,135 shares 104,135 $3.52M <0.01% +37,898 Timeline OSEA 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: 394,154 shares; 2024Q4: 599,950 shares; 2025Q1: 541,831 shares; 2025Q2: 618,837 shares; 2025Q3: 348,279 shares; 2025Q4: 250,249 shares; 2026Q1: 121,375 shares 121,375 $3.51M <0.01% -128,874 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,754 shares; 2024Q4: 126,729 shares; 2025Q1: 110,903 shares; 2025Q2: 104,846 shares; 2025Q3: 117,850 shares; 2025Q4: 111,067 shares; 2026Q1: 119,574 shares 119,574 $3.51M <0.01% +8,507 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,662 shares; 2024Q4: 149,978 shares; 2025Q1: 156,684 shares; 2025Q2: 151,229 shares; 2025Q3: 173,220 shares; 2025Q4: 176,075 shares; 2026Q1: 172,002 shares 172,002 $3.51M <0.01% -4,073 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,895 shares; 2024Q4: 25,560 shares; 2025Q1: 22,618 shares; 2025Q2: 30,271 shares; 2025Q3: 28,119 shares; 2025Q4: 27,957 shares; 2026Q1: 27,803 shares 27,803 $3.5M <0.01% -154 Timeline AUGW 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: 37,049 shares; 2024Q4: 52,037 shares; 2025Q1: 51,124 shares; 2025Q2: 67,959 shares; 2025Q3: 124,123 shares; 2025Q4: 121,712 shares; 2026Q1: 108,797 shares 108,797 $3.5M <0.01% -12,915 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,497 shares; 2024Q4: 154,916 shares; 2025Q1: 179,272 shares; 2025Q2: 153,397 shares; 2025Q3: 192,156 shares; 2025Q4: 151,753 shares; 2026Q1: 154,700 shares 154,700 $3.5M <0.01% +2,947 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,475 shares; 2024Q4: 119,688 shares; 2025Q1: 129,668 shares; 2025Q2: 161,422 shares; 2025Q3: 179,624 shares; 2025Q4: 158,108 shares; 2026Q1: 222,959 shares 222,959 $3.49M <0.01% +64,851 Timeline QVML 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: not reported; 2024Q4: not reported; 2025Q1: 24,137 shares; 2025Q2: 52,621 shares; 2025Q3: 43,441 shares; 2025Q4: 78,530 shares; 2026Q1: 91,201 shares 91,201 $3.49M <0.01% +12,671 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: 31,626 shares; 2025Q1: 35,507 shares; 2025Q2: 37,715 shares; 2025Q3: 40,054 shares; 2025Q4: 41,854 shares; 2026Q1: 44,251 shares 44,251 $3.49M <0.01% +2,397 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,123 shares; 2024Q4: 284,993 shares; 2025Q1: 381,531 shares; 2025Q2: 598,632 shares; 2025Q3: 651,692 shares; 2025Q4: 800,585 shares; 2026Q1: 845,986 shares 845,986 $3.49M <0.01% +45,401 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,149 shares; 2024Q4: 23,881 shares; 2025Q1: 31,973 shares; 2025Q2: 33,984 shares; 2025Q3: 46,141 shares; 2025Q4: 43,585 shares; 2026Q1: 34,740 shares 34,740 $3.48M <0.01% -8,845 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,096 shares; 2024Q4: 21,961 shares; 2025Q1: 26,310 shares; 2025Q2: 30,728 shares; 2025Q3: 30,433 shares; 2025Q4: 28,416 shares; 2026Q1: 66,285 shares 66,285 $3.48M <0.01% +37,869 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,309 shares; 2024Q4: 35,001 shares; 2025Q1: 44,747 shares; 2025Q2: 60,260 shares; 2025Q3: 83,980 shares; 2025Q4: 95,359 shares; 2026Q1: 135,082 shares 135,082 $3.48M <0.01% +39,723 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,812 shares; 2024Q4: 30,974 shares; 2025Q1: 30,143 shares; 2025Q2: 26,895 shares; 2025Q3: 29,227 shares; 2025Q4: 26,237 shares; 2026Q1: 21,092 shares 21,092 $3.48M <0.01% -5,145 Timeline NUHY 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: 112,800 shares; 2024Q4: 126,085 shares; 2025Q1: 140,339 shares; 2025Q2: 150,579 shares; 2025Q3: 175,712 shares; 2025Q4: 174,968 shares; 2026Q1: 163,993 shares 163,993 $3.47M <0.01% -10,975 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 4,199 shares; 2025Q1: 3,480 shares; 2025Q2: 7,267 shares; 2025Q3: 9,854 shares; 2025Q4: 14,131 shares; 2026Q1: 15,179 shares 15,179 $3.47M <0.01% +1,048 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,807 shares; 2025Q1: 9,232 shares; 2025Q2: 11,006 shares; 2025Q3: 12,757 shares; 2025Q4: 13,276 shares; 2026Q1: 13,611 shares 13,611 $3.47M <0.01% +335 Timeline HERO 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: 151,695 shares; 2024Q4: 160,196 shares; 2025Q1: 155,058 shares; 2025Q2: 208,583 shares; 2025Q3: 327,778 shares; 2025Q4: 168,133 shares; 2026Q1: 134,787 shares 134,787 $3.47M <0.01% -33,346 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,560 shares; 2024Q4: 55,781 shares; 2025Q1: 62,196 shares; 2025Q2: 68,799 shares; 2025Q3: 75,130 shares; 2025Q4: 74,207 shares; 2026Q1: 77,920 shares 77,920 $3.47M <0.01% +3,713 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,489 shares; 2024Q4: 375,183 shares; 2025Q1: 395,656 shares; 2025Q2: 29,808 shares; 2025Q3: 693,794 shares; 2025Q4: 770,787 shares; 2026Q1: 400,085 shares 400,085 $3.46M <0.01% -370,702 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,462 shares; 2024Q4: 19,134 shares; 2025Q1: 24,456 shares; 2025Q2: 31,350 shares; 2025Q3: 38,826 shares; 2025Q4: 65,473 shares; 2026Q1: 73,473 shares 73,473 $3.46M <0.01% +8,000 Timeline BUZZ 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: 16,384 shares; 2024Q4: 13,210 shares; 2025Q1: 12,194 shares; 2025Q2: 100,326 shares; 2025Q3: 203,199 shares; 2025Q4: 170,725 shares; 2026Q1: 120,094 shares 120,094 $3.46M <0.01% -50,631 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727,062 shares; 2024Q4: 663,945 shares; 2025Q1: 712,095 shares; 2025Q2: 650,157 shares; 2025Q3: 651,425 shares; 2025Q4: 583,166 shares; 2026Q1: 573,727 shares 573,727 $3.45M <0.01% -9,439 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,726 shares; 2024Q4: 446,730 shares; 2025Q1: 478,913 shares; 2025Q2: 503,096 shares; 2025Q3: 514,048 shares; 2025Q4: 557,610 shares; 2026Q1: 573,554 shares 573,554 $3.45M <0.01% +15,944 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,070 shares; 2024Q4: 16,990 shares; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 40,101 shares; 2025Q4: 39,657 shares; 2026Q1: 40,195 shares 40,195 $3.45M <0.01% +538 Timeline FEBT 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: 23,014 shares; 2024Q4: 22,629 shares; 2025Q1: 22,629 shares; 2025Q2: 25,964 shares; 2025Q3: 61,829 shares; 2025Q4: 56,362 shares; 2026Q1: 91,941 shares 91,941 $3.44M <0.01% +35,579 Timeline DJUL 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: 30,539 shares; 2024Q4: 33,939 shares; 2025Q1: 42,237 shares; 2025Q2: 48,732 shares; 2025Q3: 72,485 shares; 2025Q4: 76,287 shares; 2026Q1: 73,660 shares 73,660 $3.44M <0.01% -2,627 Timeline DOG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,444 shares; 2025Q4: not reported; 2026Q1: 140,965 shares 140,965 $3.44M <0.01% new Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,424 shares; 2024Q4: 278,588 shares; 2025Q1: 283,192 shares; 2025Q2: 339,137 shares; 2025Q3: 338,826 shares; 2025Q4: 353,273 shares; 2026Q1: 325,854 shares 325,854 $3.44M <0.01% -27,419 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,796 shares; 2024Q4: 21,812 shares; 2025Q1: 27,999 shares; 2025Q2: 30,403 shares; 2025Q3: 28,937 shares; 2025Q4: 30,323 shares; 2026Q1: 29,679 shares 29,679 $3.44M <0.01% -644 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,603 shares; 2024Q4: 96,080 shares; 2025Q1: 98,183 shares; 2025Q2: 88,051 shares; 2025Q3: 88,992 shares; 2025Q4: 87,101 shares; 2026Q1: 76,614 shares 76,614 $3.44M <0.01% -10,487 Timeline RSPR 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: 251,572 shares; 2024Q4: 239,870 shares; 2025Q1: 262,600 shares; 2025Q2: 241,874 shares; 2025Q3: 242,034 shares; 2025Q4: 109,880 shares; 2026Q1: 103,528 shares 103,528 $3.44M <0.01% -6,352 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,749 shares; 2024Q4: 83,743 shares; 2025Q1: 86,632 shares; 2025Q2: 111,942 shares; 2025Q3: 97,562 shares; 2025Q4: 72,251 shares; 2026Q1: 74,352 shares 74,352 $3.43M <0.01% +2,101 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,892 shares; 2024Q4: 34,355 shares; 2025Q1: 147,948 shares; 2025Q2: 166,947 shares; 2025Q3: 158,188 shares; 2025Q4: 162,606 shares; 2026Q1: 199,916 shares 199,916 $3.43M <0.01% +37,310 Timeline DNTH DIANTHUS THERAPEUTICS INC More: the full row for DIANTHUS THERAPEUTICS 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: 40,824 shares 40,824 $3.43M <0.01% new Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES 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: 17,850 shares; 2025Q4: 73,462 shares; 2026Q1: 98,247 shares 98,247 $3.42M <0.01% +24,785 Timeline IAUI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,149 shares 60,149 $3.42M <0.01% new Timeline PSL 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: 22,522 shares; 2024Q4: 27,379 shares; 2025Q1: 51,228 shares; 2025Q2: 100,253 shares; 2025Q3: 42,945 shares; 2025Q4: 34,662 shares; 2026Q1: 31,492 shares 31,492 $3.42M <0.01% -3,170 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,036 shares; 2024Q4: 200,761 shares; 2025Q1: 217,256 shares; 2025Q2: 227,772 shares; 2025Q3: 258,398 shares; 2025Q4: 266,090 shares; 2026Q1: 286,334 shares 286,334 $3.41M <0.01% +20,244 Timeline FLJH 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: 24,719 shares; 2024Q4: 35,357 shares; 2025Q1: 96,248 shares; 2025Q2: 98,017 shares; 2025Q3: 83,614 shares; 2025Q4: 81,556 shares; 2026Q1: 85,014 shares 85,014 $3.41M <0.01% +3,458 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 66,226 shares; 2025Q1: 71,226 shares; 2025Q2: 69,264 shares; 2025Q3: 61,516 shares; 2025Q4: 12,707 shares; 2026Q1: 14,885 shares 14,885 $3.4M <0.01% +2,178 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,193 shares; 2024Q4: 81,289 shares; 2025Q1: 105,345 shares; 2025Q2: 146,392 shares; 2025Q3: 223,360 shares; 2025Q4: 93,354 shares; 2026Q1: 158,356 shares 158,356 $3.4M <0.01% +65,002 Timeline BOCT 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: 65,831 shares; 2024Q4: 63,163 shares; 2025Q1: 58,532 shares; 2025Q2: 75,489 shares; 2025Q3: 72,761 shares; 2025Q4: 76,538 shares; 2026Q1: 70,733 shares 70,733 $3.39M <0.01% -5,805 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,014 shares; 2024Q4: 14,718 shares; 2025Q1: 14,986 shares; 2025Q2: 15,498 shares; 2025Q3: 16,010 shares; 2025Q4: 15,699 shares; 2026Q1: 15,221 shares 15,221 $3.39M <0.01% -478 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 7,459 shares; 2025Q1: 7,313 shares; 2025Q2: 9,514 shares; 2025Q3: 9,965 shares; 2025Q4: 11,185 shares; 2026Q1: 11,677 shares 11,677 $3.39M <0.01% +492 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,879 shares; 2024Q4: 229,168 shares; 2025Q1: 53,290 shares; 2025Q2: 31,180 shares; 2025Q3: 29,395 shares; 2025Q4: 28,231 shares; 2026Q1: 37,497 shares 37,497 $3.39M <0.01% +9,266 Timeline OPXS OPTEX SYS HLDGS INC More: the full row for OPTEX SYS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,775 shares; 2024Q4: 21,775 shares; 2025Q1: 25,775 shares; 2025Q2: 46,616 shares; 2025Q3: 48,675 shares; 2025Q4: 45,701 shares; 2026Q1: 255,872 shares 255,872 $3.38M <0.01% +210,171 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,171 shares; 2026Q1: 49,829 shares 49,829 $3.37M <0.01% +45,658 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,842 shares; 2024Q4: 104,439 shares; 2025Q1: 94,597 shares; 2025Q2: 81,061 shares; 2025Q3: 92,650 shares; 2025Q4: 97,502 shares; 2026Q1: 161,999 shares 161,999 $3.37M <0.01% +64,497 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,202 shares; 2024Q4: 142,500 shares; 2025Q1: 212,935 shares; 2025Q2: 214,105 shares; 2025Q3: 217,977 shares; 2025Q4: 234,499 shares; 2026Q1: 230,759 shares 230,759 $3.37M <0.01% -3,740 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,691 shares; 2024Q4: 43,095 shares; 2025Q1: 34,366 shares; 2025Q2: 12,337 shares; 2025Q3: 17,383 shares; 2025Q4: 19,758 shares; 2026Q1: 25,227 shares 25,227 $3.37M <0.01% +5,469 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,601 shares; 2024Q4: 25,411 shares; 2025Q1: 31,960 shares; 2025Q2: 38,262 shares; 2025Q3: 38,978 shares; 2025Q4: 39,387 shares; 2026Q1: 35,976 shares 35,976 $3.36M <0.01% -3,411 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,720 shares; 2024Q4: 240,082 shares; 2025Q1: 247,403 shares; 2025Q2: 354,420 shares; 2025Q3: 421,042 shares; 2025Q4: 497,728 shares; 2026Q1: 419,885 shares 419,885 $3.36M <0.01% -77,843 Timeline PWS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,672 shares; 2025Q3: 67,719 shares; 2025Q4: 103,883 shares; 2026Q1: 104,873 shares 104,873 $3.36M <0.01% +990 Timeline FTNY 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: 375,698 shares; 2026Q1: 430,304 shares 430,304 $3.36M <0.01% +54,606 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,967 shares; 2025Q3: 101,161 shares; 2025Q4: 87,380 shares; 2026Q1: 80,804 shares 80,804 $3.35M <0.01% -6,576 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,853 shares; 2024Q4: 83,953 shares; 2025Q1: 93,752 shares; 2025Q2: 259,349 shares; 2025Q3: 470,534 shares; 2025Q4: 587,006 shares; 2026Q1: 574,520 shares 574,520 $3.35M <0.01% -12,486 Timeline CARZ 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: 49,184 shares; 2024Q4: 40,241 shares; 2025Q1: 42,569 shares; 2025Q2: 43,699 shares; 2025Q3: 41,691 shares; 2025Q4: 38,926 shares; 2026Q1: 41,443 shares 41,443 $3.35M <0.01% +2,517 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,630 shares; 2024Q4: 15,680 shares; 2025Q1: 16,615 shares; 2025Q2: 15,738 shares; 2025Q3: 17,093 shares; 2025Q4: 19,872 shares; 2026Q1: 19,828 shares 19,828 $3.35M <0.01% -44 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,585 shares; 2024Q4: 50,704 shares; 2025Q1: 35,146 shares; 2025Q2: 37,319 shares; 2025Q3: 40,731 shares; 2025Q4: 42,306 shares; 2026Q1: 22,359 shares 22,359 $3.34M <0.01% -19,947 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,042 shares; 2024Q4: 66,836 shares; 2025Q1: 65,613 shares; 2025Q2: 67,160 shares; 2025Q3: 60,703 shares; 2025Q4: 59,966 shares; 2026Q1: 61,597 shares 61,597 $3.33M <0.01% +1,631 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,684 shares; 2024Q4: 109,387 shares; 2025Q1: 118,583 shares; 2025Q2: 121,887 shares; 2025Q3: 127,059 shares; 2025Q4: 128,640 shares; 2026Q1: 124,929 shares 124,929 $3.33M <0.01% -3,711 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,377 shares; 2024Q4: 98,592 shares; 2025Q1: 107,190 shares; 2025Q2: 63,358 shares; 2025Q3: 66,788 shares; 2025Q4: 65,366 shares; 2026Q1: 104,714 shares 104,714 $3.32M <0.01% +39,348 Timeline DAX 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: 71,240 shares; 2024Q4: 84,014 shares; 2025Q1: 105,299 shares; 2025Q2: 81,237 shares; 2025Q3: 83,335 shares; 2025Q4: 92,059 shares; 2026Q1: 78,797 shares 78,797 $3.32M <0.01% -13,262 Timeline RNEM 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: 75,336 shares; 2024Q4: 71,824 shares; 2025Q1: 78,095 shares; 2025Q2: 49,753 shares; 2025Q3: 88,043 shares; 2025Q4: 86,254 shares; 2026Q1: 61,284 shares 61,284 $3.32M <0.01% -24,970 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,735 shares; 2025Q2: 30,793 shares; 2025Q3: 48,255 shares; 2025Q4: 68,337 shares; 2026Q1: 108,720 shares 108,720 $3.32M <0.01% +40,383 Timeline DMAR 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: 18,054 shares; 2024Q4: 17,680 shares; 2025Q1: 21,202 shares; 2025Q2: 28,201 shares; 2025Q3: 52,849 shares; 2025Q4: 54,337 shares; 2026Q1: 78,177 shares 78,177 $3.31M <0.01% +23,840 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,678 shares; 2024Q4: 84,990 shares; 2025Q1: 47,550 shares; 2025Q2: 55,475 shares; 2025Q3: 52,227 shares; 2025Q4: 48,751 shares; 2026Q1: 61,137 shares 61,137 $3.31M <0.01% +12,386 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 26,875 shares; 2025Q1: 29,725 shares; 2025Q2: 70,294 shares; 2025Q3: 480,652 shares; 2025Q4: 505,873 shares; 2026Q1: 666,967 shares 666,967 $3.31M <0.01% +161,094 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,938 shares; 2024Q4: 61,972 shares; 2025Q1: 47,766 shares; 2025Q2: 42,386 shares; 2025Q3: 58,149 shares; 2025Q4: 65,618 shares; 2026Q1: 35,560 shares 35,560 $3.31M <0.01% -30,058 Timeline