XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 24,960 shares; 2025Q1: 24,942 shares; 2025Q2: 24,971 shares; 2025Q3: 24,015 shares; 2025Q4: 26,877 shares; 2026Q1: 24,568 shares 24,568 $2.94M 0.02% -2,309 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,654 shares; 2024Q4: 14,343 shares; 2025Q1: 14,405 shares; 2025Q2: 15,319 shares; 2025Q3: 14,732 shares; 2025Q4: 16,111 shares; 2026Q1: 22,379 shares 22,379 $2.93M 0.02% +6,268 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,375 shares; 2024Q4: 86,565 shares; 2025Q1: 87,739 shares; 2025Q2: 82,494 shares; 2025Q3: 75,982 shares; 2025Q4: 68,244 shares; 2026Q1: 65,640 shares 65,640 $2.93M 0.02% -2,604 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,110 shares; 2024Q4: 107,162 shares; 2025Q1: 107,171 shares; 2025Q2: 107,182 shares; 2025Q3: 100,208 shares; 2025Q4: 99,990 shares; 2026Q1: 100,001 shares 100,001 $2.9M 0.02% +11 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 383 shares; 2025Q2: 559 shares; 2025Q3: 1,346 shares; 2025Q4: 20,078 shares; 2026Q1: 19,808 shares 19,808 $2.87M 0.02% -270 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,439 shares; 2024Q4: 69,618 shares; 2025Q1: 94,951 shares; 2025Q2: 59,772 shares; 2025Q3: 44,455 shares; 2025Q4: 68,927 shares; 2026Q1: 66,676 shares 66,676 $2.83M 0.02% -2,251 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 29,461 shares; 2025Q1: 29,908 shares; 2025Q2: 29,346 shares; 2025Q3: 28,956 shares; 2025Q4: 28,930 shares; 2026Q1: 28,932 shares 28,932 $2.82M 0.02% +2 Timeline DFIV 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: 46,434 shares; 2024Q4: 41,166 shares; 2025Q1: 44,110 shares; 2025Q2: 49,986 shares; 2025Q3: 52,363 shares; 2025Q4: 52,615 shares; 2026Q1: 53,371 shares 53,371 $2.82M 0.02% +756 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,969 shares; 2024Q4: 35,600 shares; 2025Q1: 35,517 shares; 2025Q2: 36,410 shares; 2025Q3: 35,555 shares; 2025Q4: 36,320 shares; 2026Q1: 34,410 shares 34,410 $2.81M 0.02% -1,910 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,906 shares; 2024Q4: 7,788 shares; 2025Q1: 8,471 shares; 2025Q2: 162,402 shares; 2025Q3: 153,330 shares; 2025Q4: 81,360 shares; 2026Q1: 69,828 shares 69,828 $2.78M 0.02% -11,532 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,110 shares; 2024Q4: 40,603 shares; 2025Q1: 40,109 shares; 2025Q2: 38,702 shares; 2025Q3: 36,089 shares; 2025Q4: 46,817 shares; 2026Q1: 39,387 shares 39,387 $2.77M 0.02% -7,430 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,402 shares; 2025Q1: 24,414 shares; 2025Q2: 24,052 shares; 2025Q3: 27,592 shares; 2025Q4: 27,672 shares; 2026Q1: 26,010 shares 26,010 $2.77M 0.02% -1,662 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,554 shares; 2024Q4: 18,246 shares; 2025Q1: 17,455 shares; 2025Q2: 20,947 shares; 2025Q3: 20,702 shares; 2025Q4: 18,693 shares; 2026Q1: 19,966 shares 19,966 $2.76M 0.02% +1,273 Timeline FDVV 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: 48,710 shares; 2024Q4: 49,404 shares; 2025Q1: 49,292 shares; 2025Q2: 49,713 shares; 2025Q3: 49,528 shares; 2025Q4: 48,937 shares; 2026Q1: 49,253 shares 49,253 $2.72M 0.02% +316 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,854 shares; 2024Q4: 63,363 shares; 2025Q1: 61,104 shares; 2025Q2: 58,447 shares; 2025Q3: 81,957 shares; 2025Q4: 80,870 shares; 2026Q1: 171,808 shares 171,808 $2.69M 0.02% +90,938 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 7,273 shares; 2025Q1: 7,379 shares; 2025Q2: 8,217 shares; 2025Q3: 8,227 shares; 2025Q4: 12,227 shares; 2026Q1: 15,377 shares 15,377 $2.67M 0.02% +3,150 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 12,906 shares; 2025Q1: 7,688 shares; 2025Q2: 7,579 shares; 2025Q3: 33,520 shares; 2025Q4: 44,512 shares; 2026Q1: 9,021 shares 9,021 $2.64M 0.01% -35,491 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 8,723 shares; 2025Q1: 8,497 shares; 2025Q2: 9,544 shares; 2025Q3: 8,698 shares; 2025Q4: 33,685 shares; 2026Q1: 32,476 shares 32,476 $2.63M 0.01% -1,209 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,502 shares; 2024Q4: 11,443 shares; 2025Q1: 9,885 shares; 2025Q2: 8,721 shares; 2025Q3: 7,346 shares; 2025Q4: 7,694 shares; 2026Q1: 7,109 shares 7,109 $2.61M 0.01% -585 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,914 shares; 2024Q4: 94,808 shares; 2025Q1: 75,009 shares; 2025Q2: 74,566 shares; 2025Q3: 64,581 shares; 2025Q4: 62,597 shares; 2026Q1: 61,951 shares 61,951 $2.58M 0.01% -646 Timeline DFIC 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: 45,089 shares; 2024Q4: 48,842 shares; 2025Q1: 51,182 shares; 2025Q2: 54,221 shares; 2025Q3: 80,834 shares; 2025Q4: 75,465 shares; 2026Q1: 72,426 shares 72,426 $2.57M 0.01% -3,039 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,683 shares; 2024Q4: 95,745 shares; 2025Q1: 136,103 shares; 2025Q2: 72,030 shares; 2025Q3: 69,380 shares; 2025Q4: 69,912 shares; 2026Q1: 78,112 shares 78,112 $2.55M 0.01% +8,200 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,860 shares 12,860 $2.54M 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,160 shares; 2024Q4: 49,500 shares; 2025Q1: 16,314 shares; 2025Q2: 11,962 shares; 2025Q3: 11,721 shares; 2025Q4: 12,621 shares; 2026Q1: 12,197 shares 12,197 $2.54M 0.01% -424 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 13,134 shares; 2025Q1: 13,179 shares; 2025Q2: 13,291 shares; 2025Q3: 28,327 shares; 2025Q4: 29,869 shares; 2026Q1: 27,307 shares 27,307 $2.52M 0.01% -2,562 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 5,246 shares; 2025Q1: 5,262 shares; 2025Q2: 5,797 shares; 2025Q3: 6,187 shares; 2025Q4: 6,878 shares; 2026Q1: 6,515 shares 6,515 $2.5M 0.01% -363 Timeline MTUM 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: 11,191 shares; 2024Q4: 11,125 shares; 2025Q1: 10,383 shares; 2025Q2: 10,454 shares; 2025Q3: 10,612 shares; 2025Q4: 10,547 shares; 2026Q1: 10,323 shares 10,323 $2.48M 0.01% -224 Timeline SPYG 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: 4,826 shares; 2024Q4: 16,150 shares; 2025Q1: 15,284 shares; 2025Q2: 15,187 shares; 2025Q3: 18,821 shares; 2025Q4: 22,422 shares; 2026Q1: 25,201 shares 25,201 $2.47M 0.01% +2,779 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: 128,309 shares; 2024Q4: 122,925 shares; 2025Q1: 42,998 shares; 2025Q2: 26,522 shares; 2025Q3: 75,016 shares; 2025Q4: 40,311 shares; 2026Q1: 34,257 shares 34,257 $2.45M 0.01% -6,054 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,962 shares; 2024Q4: 59,237 shares; 2025Q1: 57,181 shares; 2025Q2: 57,625 shares; 2025Q3: 60,535 shares; 2025Q4: 58,867 shares; 2026Q1: 59,597 shares 59,597 $2.45M 0.01% +730 Timeline ESGU 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: 7,218 shares; 2024Q4: 6,647 shares; 2025Q1: 5,918 shares; 2025Q2: 6,149 shares; 2025Q3: 16,364 shares; 2025Q4: 17,580 shares; 2026Q1: 17,049 shares 17,049 $2.41M 0.01% -531 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 12,909 shares; 2025Q1: 19,438 shares; 2025Q2: 19,858 shares; 2025Q3: 20,568 shares; 2025Q4: 20,622 shares; 2026Q1: 25,689 shares 25,689 $2.38M 0.01% +5,067 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,862 shares; 2024Q4: 50,973 shares; 2025Q1: 82,269 shares; 2025Q2: 78,344 shares; 2025Q3: 48,699 shares; 2025Q4: 39,280 shares; 2026Q1: 59,166 shares 59,166 $2.37M 0.01% +19,886 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,146 shares; 2024Q4: 42,296 shares; 2025Q1: 63,475 shares; 2025Q2: 65,770 shares; 2025Q3: 66,373 shares; 2025Q4: 66,039 shares; 2026Q1: 67,505 shares 67,505 $2.37M 0.01% +1,466 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 26,249 shares; 2025Q1: 24,792 shares; 2025Q2: 21,953 shares; 2025Q3: 20,651 shares; 2025Q4: 20,727 shares; 2026Q1: 20,587 shares 20,587 $2.36M 0.01% -140 Timeline DFAX 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: 73,807 shares; 2024Q4: 69,373 shares; 2025Q1: 69,373 shares; 2025Q2: 69,373 shares; 2025Q3: 69,373 shares; 2025Q4: 69,373 shares; 2026Q1: 69,373 shares 69,373 $2.36M 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 767 shares; 2025Q1: 899 shares; 2025Q2: 1,261 shares; 2025Q3: 1,098 shares; 2025Q4: 1,507 shares; 2026Q1: 15,633 shares 15,633 $2.35M 0.01% +14,126 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,116 shares; 2025Q2: 1,283 shares; 2025Q3: 9,781 shares; 2025Q4: 13,051 shares; 2026Q1: 14,231 shares 14,231 $2.31M 0.01% +1,180 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,643 shares; 2025Q1: 21,064 shares; 2025Q2: 21,538 shares; 2025Q3: 21,501 shares; 2025Q4: 23,958 shares; 2026Q1: 27,085 shares 27,085 $2.3M 0.01% +3,127 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,880 shares; 2024Q4: 45,046 shares; 2025Q1: 40,002 shares; 2025Q2: 35,808 shares; 2025Q3: 34,401 shares; 2025Q4: 31,668 shares; 2026Q1: 30,231 shares 30,231 $2.27M 0.01% -1,437 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 8,508 shares; 2025Q1: 8,611 shares; 2025Q2: 8,604 shares; 2025Q3: 10,466 shares; 2025Q4: 10,977 shares; 2026Q1: 10,947 shares 10,947 $2.27M 0.01% -30 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 124 shares; 2025Q2: 157 shares; 2025Q3: 6,647 shares; 2025Q4: 6,717 shares; 2026Q1: 6,774 shares 6,774 $2.26M 0.01% +57 Timeline DGRW 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: 6,236 shares; 2024Q4: 16,086 shares; 2025Q1: 16,300 shares; 2025Q2: 16,349 shares; 2025Q3: 25,046 shares; 2025Q4: 25,299 shares; 2026Q1: 25,651 shares 25,651 $2.25M 0.01% +352 Timeline FNDB 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: 18,763 shares; 2024Q4: 56,766 shares; 2025Q1: 56,794 shares; 2025Q2: 56,822 shares; 2025Q3: 56,850 shares; 2025Q4: 88,674 shares; 2026Q1: 82,760 shares 82,760 $2.25M 0.01% -5,914 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 46,093 shares; 2026Q1: 105,995 shares 105,995 $2.24M 0.01% +59,902 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,134 shares; 2024Q4: 112,804 shares; 2025Q1: 112,661 shares; 2025Q2: 73,316 shares; 2025Q3: 25,929 shares; 2025Q4: 18,071 shares; 2026Q1: 15,862 shares 15,862 $2.22M 0.01% -2,209 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,268 shares; 2025Q1: 71,527 shares; 2025Q2: 64,595 shares; 2025Q3: 51,013 shares; 2025Q4: 47,148 shares; 2026Q1: 45,968 shares 45,968 $2.21M 0.01% -1,180 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,964 shares; 2025Q1: 3,038 shares; 2025Q2: 3,221 shares; 2025Q3: 5,185 shares; 2025Q4: 5,446 shares; 2026Q1: 5,048 shares 5,048 $2.2M 0.01% -398 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 65,865 shares; 2025Q2: 65,865 shares; 2025Q3: 65,793 shares; 2025Q4: 65,890 shares; 2026Q1: 66,924 shares 66,924 $2.19M 0.01% +1,034 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,567 shares; 2024Q4: 37,339 shares; 2025Q1: 37,088 shares; 2025Q2: 38,334 shares; 2025Q3: 38,836 shares; 2025Q4: 39,501 shares; 2026Q1: 58,786 shares 58,786 $2.19M 0.01% +19,285 Timeline IXUS 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: 9,630 shares; 2024Q4: 7,026 shares; 2025Q1: 11,084 shares; 2025Q2: 14,318 shares; 2025Q3: 15,115 shares; 2025Q4: 15,101 shares; 2026Q1: 25,231 shares 25,231 $2.19M 0.01% +10,130 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,398 shares; 2024Q4: 54,330 shares; 2025Q1: 51,023 shares; 2025Q2: 58,967 shares; 2025Q3: 57,897 shares; 2025Q4: 57,259 shares; 2026Q1: 54,671 shares 54,671 $2.18M 0.01% -2,588 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,312 shares; 2024Q4: 38,019 shares; 2025Q1: 38,082 shares; 2025Q2: 40,144 shares; 2025Q3: 40,207 shares; 2025Q4: 40,276 shares; 2026Q1: 40,353 shares 40,353 $2.18M 0.01% +77 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,556 shares; 2025Q1: 1,562 shares; 2025Q2: 4,759 shares; 2025Q3: 4,884 shares; 2025Q4: 5,008 shares; 2026Q1: 8,067 shares 8,067 $2.18M 0.01% +3,059 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 4,883 shares; 2025Q1: 4,927 shares; 2025Q2: 5,503 shares; 2025Q3: 6,580 shares; 2025Q4: 10,446 shares; 2026Q1: 10,028 shares 10,028 $2.17M 0.01% -418 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,427 shares; 2026Q1: 38,041 shares 38,041 $2.17M 0.01% +1,614 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,176 shares; 2024Q4: 26,231 shares; 2025Q1: 25,258 shares; 2025Q2: 23,486 shares; 2025Q3: 22,921 shares; 2025Q4: 22,782 shares; 2026Q1: 22,884 shares 22,884 $2.16M 0.01% +102 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 11,111 shares; 2025Q1: 109,496 shares; 2025Q2: 155,838 shares; 2025Q3: 117,025 shares; 2025Q4: 75,877 shares; 2026Q1: 94,803 shares 94,803 $2.15M 0.01% +18,926 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 38,412 shares; 2025Q1: 38,868 shares; 2025Q2: 36,953 shares; 2025Q3: 36,804 shares; 2025Q4: 30,768 shares; 2026Q1: 33,004 shares 33,004 $2.13M 0.01% +2,236 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 3,716 shares; 2025Q1: 3,783 shares; 2025Q2: 3,981 shares; 2025Q3: 3,835 shares; 2025Q4: 3,710 shares; 2026Q1: 3,933 shares 3,933 $2.12M 0.01% +223 Timeline BUFR 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: 9,415 shares; 2024Q4: 11,852 shares; 2025Q1: 56,583 shares; 2025Q2: 62,650 shares; 2025Q3: 63,830 shares; 2025Q4: 63,289 shares; 2026Q1: 62,013 shares 62,013 $2.09M 0.01% -1,276 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,573 shares; 2024Q4: 37,721 shares; 2025Q1: 37,504 shares; 2025Q2: 38,577 shares; 2025Q3: 40,362 shares; 2025Q4: 40,927 shares; 2026Q1: 42,316 shares 42,316 $2.07M 0.01% +1,389 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,867 shares; 2024Q4: 12,870 shares; 2025Q1: 8,998 shares; 2025Q2: 8,855 shares; 2025Q3: 8,665 shares; 2025Q4: 17,290 shares; 2026Q1: 20,234 shares 20,234 $2.07M 0.01% +2,944 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,174 shares; 2026Q1: 91,198 shares 91,198 $2.04M 0.01% +22,024 Timeline IDV 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: 38,923 shares; 2024Q4: 38,932 shares; 2025Q1: 38,794 shares; 2025Q2: 39,737 shares; 2025Q3: 39,744 shares; 2025Q4: 45,560 shares; 2026Q1: 47,621 shares 47,621 $2.03M 0.01% +2,061 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,611 shares; 2024Q4: 20,668 shares; 2025Q1: 20,570 shares; 2025Q2: 20,603 shares; 2025Q3: 22,212 shares; 2025Q4: 22,543 shares; 2026Q1: 22,471 shares 22,471 $2.02M 0.01% -72 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 7,252 shares; 2025Q1: 6,762 shares; 2025Q2: 7,465 shares; 2025Q3: 9,849 shares; 2025Q4: 13,230 shares; 2026Q1: 20,683 shares 20,683 $2.02M 0.01% +7,453 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,766 shares; 2025Q1: 19,766 shares; 2025Q2: 19,601 shares; 2025Q3: 20,585 shares; 2025Q4: 22,910 shares; 2026Q1: 22,040 shares 22,040 $2.02M 0.01% -870 Timeline SPYI 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: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 40,365 shares; 2026Q1: 40,439 shares 40,439 $2M 0.01% +74 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,501 shares; 2024Q4: 20,831 shares; 2025Q1: 13,196 shares; 2025Q2: 15,958 shares; 2025Q3: 18,691 shares; 2025Q4: 19,244 shares; 2026Q1: 26,614 shares 26,614 $1.98M 0.01% +7,370 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,060 shares; 2025Q1: 138,103 shares; 2025Q2: 126,588 shares; 2025Q3: 108,150 shares; 2025Q4: 91,344 shares; 2026Q1: 80,010 shares 80,010 $1.98M 0.01% -11,334 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 96 shares; 2025Q2: 255 shares; 2025Q3: 5,529 shares; 2025Q4: 5,484 shares; 2026Q1: 6,576 shares 6,576 $1.96M 0.01% +1,092 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,878 shares; 2024Q4: 33,278 shares; 2025Q1: 33,278 shares; 2025Q2: 33,723 shares; 2025Q3: 35,610 shares; 2025Q4: 45,210 shares; 2026Q1: 47,664 shares 47,664 $1.96M 0.01% +2,454 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 16,227 shares; 2025Q1: 16,126 shares; 2025Q2: 15,526 shares; 2025Q3: 15,771 shares; 2025Q4: 33,193 shares; 2026Q1: 39,118 shares 39,118 $1.95M 0.01% +5,925 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 60,499 shares; 2025Q4: 53,487 shares; 2026Q1: 48,687 shares 48,687 $1.95M 0.01% -4,800 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,012 shares; 2024Q4: 76,499 shares; 2025Q1: 100,185 shares; 2025Q2: 36,420 shares; 2025Q3: 34,532 shares; 2025Q4: 38,100 shares; 2026Q1: 37,939 shares 37,939 $1.95M 0.01% -161 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 8,185 shares; 2025Q1: 8,506 shares; 2025Q2: 8,834 shares; 2025Q3: 9,446 shares; 2025Q4: 4,755 shares; 2026Q1: 5,508 shares 5,508 $1.95M 0.01% +753 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 14,595 shares; 2025Q1: 18,912 shares; 2025Q2: 15,907 shares; 2025Q3: 13,996 shares; 2025Q4: 14,625 shares; 2026Q1: 23,736 shares 23,736 $1.94M 0.01% +9,111 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,208 shares; 2025Q1: 7,234 shares; 2025Q2: 10,721 shares; 2025Q3: 12,709 shares; 2025Q4: 29,916 shares; 2026Q1: 36,475 shares 36,475 $1.92M 0.01% +6,559 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,938 shares; 2024Q4: 27,373 shares; 2025Q1: 27,097 shares; 2025Q2: 27,911 shares; 2025Q3: 30,087 shares; 2025Q4: 28,000 shares; 2026Q1: 53,791 shares 53,791 $1.92M 0.01% +25,791 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,755 shares; 2024Q4: 38,837 shares; 2025Q1: 38,615 shares; 2025Q2: 38,309 shares; 2025Q3: 38,183 shares; 2025Q4: 37,675 shares; 2026Q1: 37,357 shares 37,357 $1.91M 0.01% -318 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,534 shares; 2024Q4: 17,686 shares; 2025Q1: 16,571 shares; 2025Q2: 16,571 shares; 2025Q3: 16,440 shares; 2025Q4: 16,353 shares; 2026Q1: 16,271 shares 16,271 $1.88M 0.01% -82 Timeline NNOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,840 shares; 2026Q1: 67,474 shares 67,474 $1.88M 0.01% -12,366 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,904 shares; 2025Q1: 39,842 shares; 2025Q2: 37,421 shares; 2025Q3: 38,220 shares; 2025Q4: 39,224 shares; 2026Q1: 41,790 shares 41,790 $1.87M 0.01% +2,566 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,865 shares; 2025Q1: 4,069 shares; 2025Q2: 4,243 shares; 2025Q3: 4,207 shares; 2025Q4: 54,022 shares; 2026Q1: 53,618 shares 53,618 $1.87M 0.01% -404 Timeline MDYG 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: 15,521 shares; 2024Q4: 16,426 shares; 2025Q1: 14,899 shares; 2025Q2: 18,455 shares; 2025Q3: 17,712 shares; 2025Q4: 19,262 shares; 2026Q1: 19,244 shares 19,244 $1.85M 0.01% -18 Timeline FVD 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: 49,616 shares; 2024Q4: 49,762 shares; 2025Q1: 46,493 shares; 2025Q2: 51,983 shares; 2025Q3: 49,692 shares; 2025Q4: 47,166 shares; 2026Q1: 39,215 shares 39,215 $1.84M 0.01% -7,951 Timeline ITA 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: 6,265 shares; 2024Q4: 7,050 shares; 2025Q1: 6,962 shares; 2025Q2: 7,043 shares; 2025Q3: 7,918 shares; 2025Q4: 7,903 shares; 2026Q1: 8,422 shares 8,422 $1.84M 0.01% +519 Timeline SPYV 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: 16,614 shares; 2024Q4: 21,964 shares; 2025Q1: 22,056 shares; 2025Q2: 23,853 shares; 2025Q3: 24,355 shares; 2025Q4: 29,754 shares; 2026Q1: 32,548 shares 32,548 $1.84M 0.01% +2,794 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 8,153 shares; 2025Q1: 8,052 shares; 2025Q2: 7,952 shares; 2025Q3: 10,770 shares; 2025Q4: 8,985 shares; 2026Q1: 8,846 shares 8,846 $1.83M 0.01% -139 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,576 shares; 2025Q1: 35,368 shares; 2025Q2: 34,548 shares; 2025Q3: 34,542 shares; 2025Q4: 34,675 shares; 2026Q1: 35,600 shares 35,600 $1.81M 0.01% +925 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 12,341 shares; 2025Q1: 13,016 shares; 2025Q2: 12,824 shares; 2025Q3: 13,270 shares; 2025Q4: 13,536 shares; 2026Q1: 15,230 shares 15,230 $1.81M 0.01% +1,694 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: not reported; 2024Q4: 14,192 shares; 2025Q1: 14,174 shares; 2025Q2: 14,321 shares; 2025Q3: 13,929 shares; 2025Q4: 13,933 shares; 2026Q1: 10,960 shares 10,960 $1.8M 0.01% -2,973 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,093 shares; 2024Q4: 11,969 shares; 2025Q1: 17,244 shares; 2025Q2: 11,800 shares; 2025Q3: 11,347 shares; 2025Q4: 12,581 shares; 2026Q1: 30,559 shares 30,559 $1.8M 0.01% +17,978 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,809 shares; 2025Q1: 18,869 shares; 2025Q2: 19,342 shares; 2025Q3: 19,126 shares; 2025Q4: 18,467 shares; 2026Q1: 19,249 shares 19,249 $1.78M 0.01% +782 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 7,689 shares; 2025Q1: 6,293 shares; 2025Q2: 6,783 shares; 2025Q3: 6,812 shares; 2025Q4: 7,142 shares; 2026Q1: 8,431 shares 8,431 $1.76M 0.01% +1,289 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 7,022 shares; 2025Q1: 7,125 shares; 2025Q2: 7,177 shares; 2025Q3: 8,236 shares; 2025Q4: 8,375 shares; 2026Q1: 8,975 shares 8,975 $1.76M 0.01% +600 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 7,587 shares; 2025Q1: 7,581 shares; 2025Q2: 7,561 shares; 2025Q3: 17,038 shares; 2025Q4: 13,905 shares; 2026Q1: 13,319 shares 13,319 $1.75M 0.01% -586 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 7,630 shares; 2025Q1: 7,416 shares; 2025Q2: 7,410 shares; 2025Q3: 9,891 shares; 2025Q4: 9,499 shares; 2026Q1: 9,538 shares 9,538 $1.74M 0.01% +39 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 21,368 shares; 2025Q1: 21,723 shares; 2025Q2: 24,836 shares; 2025Q3: 22,090 shares; 2025Q4: 21,925 shares; 2026Q1: 21,038 shares 21,038 $1.74M 0.01% -887 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 30,862 shares; 2025Q4: 46,702 shares; 2026Q1: 47,957 shares 47,957 $1.74M 0.01% +1,255 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,161 shares; 2025Q1: 57,641 shares; 2025Q2: 24,803 shares; 2025Q3: 20,687 shares; 2025Q4: 28,177 shares; 2026Q1: 44,257 shares 44,257 $1.73M 0.01% +16,080 Timeline IWY 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: 3,965 shares; 2024Q4: 3,915 shares; 2025Q1: 3,013 shares; 2025Q2: 3,037 shares; 2025Q3: 3,013 shares; 2025Q4: 6,661 shares; 2026Q1: 6,928 shares 6,928 $1.72M 0.01% +267 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,839 shares; 2024Q4: 36,652 shares; 2025Q1: 36,488 shares; 2025Q2: 32,019 shares; 2025Q3: 38,160 shares; 2025Q4: 28,764 shares; 2026Q1: 41,352 shares 41,352 $1.72M 0.01% +12,588 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,737 shares; 2024Q4: 41,362 shares; 2025Q1: 36,790 shares; 2025Q2: 36,792 shares; 2025Q3: 36,685 shares; 2025Q4: 36,337 shares; 2026Q1: 36,678 shares 36,678 $1.72M 0.01% +341 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,957 shares; 2025Q1: 28,723 shares; 2025Q2: 28,723 shares; 2025Q3: 34,320 shares; 2025Q4: 37,320 shares; 2026Q1: 35,807 shares 35,807 $1.71M 0.01% -1,513 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 13,712 shares; 2025Q1: 13,598 shares; 2025Q2: 12,637 shares; 2025Q3: 12,189 shares; 2025Q4: 15,260 shares; 2026Q1: 14,951 shares 14,951 $1.69M 0.01% -309 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 11,695 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,160 shares; 2026Q1: 40,827 shares 40,827 $1.69M 0.01% +38,667 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 17,227 shares; 2025Q1: 17,259 shares; 2025Q2: 18,008 shares; 2025Q3: 17,455 shares; 2025Q4: 17,082 shares; 2026Q1: 16,989 shares 16,989 $1.69M 0.01% -93 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 6,784 shares; 2025Q1: 6,898 shares; 2025Q2: 6,158 shares; 2025Q3: 8,039 shares; 2025Q4: 8,065 shares; 2026Q1: 7,986 shares 7,986 $1.69M 0.01% -79 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 12,291 shares; 2025Q1: 11,984 shares; 2025Q2: 17,843 shares; 2025Q3: 18,892 shares; 2025Q4: 18,548 shares; 2026Q1: 25,333 shares 25,333 $1.68M 0.01% +6,785 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,855 shares; 2025Q1: 6,943 shares; 2025Q2: 7,815 shares; 2025Q3: 14,601 shares; 2025Q4: 17,608 shares; 2026Q1: 17,527 shares 17,527 $1.68M 0.01% -81 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: 19,737 shares; 2024Q4: 24,446 shares; 2025Q1: 24,357 shares; 2025Q2: 38,025 shares; 2025Q3: 38,056 shares; 2025Q4: 36,626 shares; 2026Q1: 35,557 shares 35,557 $1.66M 0.01% -1,069 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,089 shares; 2024Q4: 162,502 shares; 2025Q1: 141,839 shares; 2025Q2: 123,270 shares; 2025Q3: 129,970 shares; 2025Q4: 138,937 shares; 2026Q1: 143,545 shares 143,545 $1.66M 0.01% +4,608 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,376 shares; 2025Q1: 1,439 shares; 2025Q2: 1,465 shares; 2025Q3: 2,167 shares; 2025Q4: 2,171 shares; 2026Q1: 5,557 shares 5,557 $1.65M 0.01% +3,386 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,683 shares; 2024Q4: 19,061 shares; 2025Q1: 2,519 shares; 2025Q2: 2,313 shares; 2025Q3: 3,475 shares; 2025Q4: 3,385 shares; 2026Q1: 4,590 shares 4,590 $1.65M 0.01% +1,205 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,958 shares; 2024Q4: 45,677 shares; 2025Q1: 45,367 shares; 2025Q2: 47,511 shares; 2025Q3: 43,260 shares; 2025Q4: 42,696 shares; 2026Q1: 44,633 shares 44,633 $1.64M 0.01% +1,937 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: not reported; 2024Q4: 20,920 shares; 2025Q1: 20,568 shares; 2025Q2: 19,846 shares; 2025Q3: 19,095 shares; 2025Q4: 18,669 shares; 2026Q1: 18,565 shares 18,565 $1.63M 0.01% -104 Timeline SPYD 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: 24,238 shares; 2024Q4: 24,263 shares; 2025Q1: 24,263 shares; 2025Q2: 24,263 shares; 2025Q3: 24,358 shares; 2025Q4: 32,188 shares; 2026Q1: 35,320 shares 35,320 $1.61M 0.01% +3,132 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 7,452 shares; 2025Q1: 7,452 shares; 2025Q2: 8,051 shares; 2025Q3: 7,945 shares; 2025Q4: 8,038 shares; 2026Q1: 8,006 shares 8,006 $1.61M 0.01% -32 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,707 shares; 2025Q1: 8,525 shares; 2025Q2: 8,507 shares; 2025Q3: 8,415 shares; 2025Q4: 8,385 shares; 2026Q1: 8,007 shares 8,007 $1.59M 0.01% -378 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,326 shares; 2024Q4: 27,315 shares; 2025Q1: 22,966 shares; 2025Q2: 22,047 shares; 2025Q3: 23,315 shares; 2025Q4: 18,766 shares; 2026Q1: 21,293 shares 21,293 $1.59M 0.01% +2,527 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 8,474 shares; 2025Q1: 9,488 shares; 2025Q2: 8,992 shares; 2025Q3: 9,803 shares; 2025Q4: 9,757 shares; 2026Q1: 12,033 shares 12,033 $1.58M 0.01% +2,276 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,584 shares; 2024Q4: 21,749 shares; 2025Q1: 21,493 shares; 2025Q2: 22,132 shares; 2025Q3: 21,116 shares; 2025Q4: 21,888 shares; 2026Q1: 32,016 shares 32,016 $1.58M 0.01% +10,128 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 7,847 shares; 2025Q1: 8,603 shares; 2025Q2: 8,423 shares; 2025Q3: 8,521 shares; 2025Q4: 8,649 shares; 2026Q1: 8,757 shares 8,757 $1.57M 0.01% +108 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 413 shares; 2025Q2: 390 shares; 2025Q3: 1,506 shares; 2025Q4: 2,049 shares; 2026Q1: 2,161 shares 2,161 $1.57M 0.01% +112 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,865 shares; 2024Q4: 60,006 shares; 2025Q1: 59,792 shares; 2025Q2: 59,392 shares; 2025Q3: 58,393 shares; 2025Q4: 58,709 shares; 2026Q1: 58,266 shares 58,266 $1.57M 0.01% -443 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 16,130 shares; 2025Q4: 16,285 shares; 2026Q1: 16,891 shares 16,891 $1.56M 0.01% +606 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 737 shares; 2025Q1: 840 shares; 2025Q2: 14,897 shares; 2025Q3: 16,001 shares; 2025Q4: 16,795 shares; 2026Q1: 16,915 shares 16,915 $1.56M 0.01% +120 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 6,792 shares; 2025Q1: 6,851 shares; 2025Q2: 7,980 shares; 2025Q3: 6,686 shares; 2025Q4: 7,437 shares; 2026Q1: 12,442 shares 12,442 $1.56M 0.01% +5,005 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 10,869 shares; 2025Q1: 10,747 shares; 2025Q2: 11,665 shares; 2025Q3: 13,638 shares; 2025Q4: 13,579 shares; 2026Q1: 88,681 shares 88,681 $1.56M 0.01% +75,102 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,068 shares; 2024Q4: 13,588 shares; 2025Q1: 14,940 shares; 2025Q2: 11,400 shares; 2025Q3: 11,902 shares; 2025Q4: 16,050 shares; 2026Q1: 23,835 shares 23,835 $1.55M 0.01% +7,785 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,956 shares; 2025Q1: 6,954 shares; 2025Q2: 7,035 shares; 2025Q3: 7,787 shares; 2025Q4: 9,222 shares; 2026Q1: 14,276 shares 14,276 $1.55M 0.01% +5,054 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,228 shares; 2024Q4: 25,683 shares; 2025Q1: 26,275 shares; 2025Q2: 29,385 shares; 2025Q3: 27,981 shares; 2025Q4: 27,457 shares; 2026Q1: 27,956 shares 27,956 $1.54M 0.01% +499 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,077 shares; 2024Q4: 37,688 shares; 2025Q1: 37,473 shares; 2025Q2: 36,085 shares; 2025Q3: 30,288 shares; 2025Q4: 29,748 shares; 2026Q1: 28,513 shares 28,513 $1.54M 0.01% -1,235 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,795 shares; 2024Q4: 46,707 shares; 2025Q1: 47,217 shares; 2025Q2: 40,749 shares; 2025Q3: 48,153 shares; 2025Q4: 50,239 shares; 2026Q1: 50,832 shares 50,832 $1.53M 0.01% +593 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 711 shares; 2025Q1: 667 shares; 2025Q2: 735 shares; 2025Q3: 667 shares; 2025Q4: 14,787 shares; 2026Q1: 14,421 shares 14,421 $1.53M 0.01% -366 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: not reported; 2024Q4: 969 shares; 2025Q1: 973 shares; 2025Q2: 5,914 shares; 2025Q3: 36,758 shares; 2025Q4: 46,099 shares; 2026Q1: 42,717 shares 42,717 $1.53M 0.01% -3,382 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 3,474 shares; 2025Q1: 3,486 shares; 2025Q2: 3,433 shares; 2025Q3: 3,911 shares; 2025Q4: 3,893 shares; 2026Q1: 3,738 shares 3,738 $1.52M 0.01% -155 Timeline TLT 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: 18,248 shares; 2025Q1: 18,577 shares; 2025Q2: 14,373 shares; 2025Q3: 25,074 shares; 2025Q4: 18,505 shares; 2026Q1: 17,554 shares 17,554 $1.52M 0.01% -951 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,617 shares; 2024Q4: 24,601 shares; 2025Q1: 24,459 shares; 2025Q2: 24,029 shares; 2025Q3: 23,484 shares; 2025Q4: 23,741 shares; 2026Q1: 23,447 shares 23,447 $1.52M 0.01% -294 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,885 shares; 2024Q4: 90,558 shares; 2025Q1: 85,414 shares; 2025Q2: 85,372 shares; 2025Q3: 85,567 shares; 2025Q4: 82,647 shares; 2026Q1: 69,954 shares 69,954 $1.5M 0.01% -12,693 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,004 shares; 2024Q4: 29,860 shares; 2025Q1: 28,892 shares; 2025Q2: 29,863 shares; 2025Q3: 38,326 shares; 2025Q4: 45,659 shares; 2026Q1: 57,508 shares 57,508 $1.5M 0.01% +11,849 Timeline NEAR 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: not reported; 2024Q4: 47,901 shares; 2025Q1: 42,182 shares; 2025Q2: 40,911 shares; 2025Q3: 40,641 shares; 2025Q4: 32,038 shares; 2026Q1: 29,455 shares 29,455 $1.5M 0.01% -2,583 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,067 shares; 2024Q4: 68,414 shares; 2025Q1: 66,956 shares; 2025Q2: 45,294 shares; 2025Q3: 43,868 shares; 2025Q4: 44,793 shares; 2026Q1: 46,219 shares 46,219 $1.48M 0.01% +1,426 Timeline SHLD 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: 2,500 shares; 2025Q1: 12,293 shares; 2025Q2: 17,293 shares; 2025Q3: 17,323 shares; 2025Q4: 17,323 shares; 2026Q1: 20,742 shares 20,742 $1.47M 0.01% +3,419 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 18,389 shares; 2025Q1: 18,589 shares; 2025Q2: 18,618 shares; 2025Q3: 24,862 shares; 2025Q4: 24,898 shares; 2026Q1: 26,550 shares 26,550 $1.47M 0.01% +1,652 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,594 shares; 2025Q1: 23,736 shares; 2025Q2: 23,861 shares; 2025Q3: 22,695 shares; 2025Q4: 28,026 shares; 2026Q1: 27,664 shares 27,664 $1.46M 0.01% -362 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,488 shares; 2024Q4: 14,268 shares; 2025Q1: 11,757 shares; 2025Q2: 11,589 shares; 2025Q3: 12,467 shares; 2025Q4: 12,656 shares; 2026Q1: 15,334 shares 15,334 $1.45M 0.01% +2,678 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 14,832 shares; 2025Q1: 13,915 shares; 2025Q2: 17,623 shares; 2025Q3: 17,136 shares; 2025Q4: 17,033 shares; 2026Q1: 17,016 shares 17,016 $1.45M 0.01% -17 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 2,515 shares; 2025Q1: 2,581 shares; 2025Q2: 2,832 shares; 2025Q3: 2,927 shares; 2025Q4: 3,018 shares; 2026Q1: 3,037 shares 3,037 $1.44M 0.01% +19 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 28,943 shares; 2025Q1: 29,726 shares; 2025Q2: 30,304 shares; 2025Q3: 30,232 shares; 2025Q4: 30,662 shares; 2026Q1: 31,654 shares 31,654 $1.43M 0.01% +992 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,314 shares; 2024Q4: 32,598 shares; 2025Q1: 31,781 shares; 2025Q2: 30,933 shares; 2025Q3: 33,554 shares; 2025Q4: 35,154 shares; 2026Q1: 35,740 shares 35,740 $1.43M 0.01% +586 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 4,305 shares; 2025Q1: 4,365 shares; 2025Q2: 3,575 shares; 2025Q3: 3,219 shares; 2025Q4: 3,336 shares; 2026Q1: 3,651 shares 3,651 $1.43M 0.01% +315 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,410 shares; 2025Q1: 1,381 shares; 2025Q2: 1,723 shares; 2025Q3: 7,414 shares; 2025Q4: 3,516 shares; 2026Q1: 3,599 shares 3,599 $1.43M 0.01% +83 Timeline GOVT 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: 27,052 shares; 2025Q1: 30,603 shares; 2025Q2: 26,109 shares; 2025Q3: 61,854 shares; 2025Q4: 61,550 shares; 2026Q1: 61,931 shares 61,931 $1.42M 0.01% +381 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,918 shares; 2024Q4: 14,103 shares; 2025Q1: 13,855 shares; 2025Q2: 13,801 shares; 2025Q3: 13,439 shares; 2025Q4: 13,729 shares; 2026Q1: 13,509 shares 13,509 $1.4M 0.01% -220 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,866 shares; 2024Q4: 47,358 shares; 2025Q1: 37,304 shares; 2025Q2: 35,943 shares; 2025Q3: 35,283 shares; 2025Q4: 35,033 shares; 2026Q1: 35,257 shares 35,257 $1.39M 0.01% +224 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,350 shares; 2025Q1: 63,487 shares; 2025Q2: 66,617 shares; 2025Q3: 67,939 shares; 2025Q4: 75,331 shares; 2026Q1: 81,196 shares 81,196 $1.39M 0.01% +5,865 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 6,808 shares; 2025Q1: 6,567 shares; 2025Q2: 6,694 shares; 2025Q3: 4,252 shares; 2025Q4: 4,378 shares; 2026Q1: 4,919 shares 4,919 $1.39M 0.01% +541 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 169 shares; 2025Q3: 340 shares; 2025Q4: 709 shares; 2026Q1: 800 shares 800 $1.38M 0.01% +91 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: 21,819 shares; 2024Q4: 20,587 shares; 2025Q1: 20,587 shares; 2025Q2: 18,939 shares; 2025Q3: 18,312 shares; 2025Q4: 18,161 shares; 2026Q1: 22,205 shares 22,205 $1.37M 0.01% +4,044 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,208 shares; 2025Q1: 62,535 shares; 2025Q2: 60,979 shares; 2025Q3: 57,711 shares; 2025Q4: 57,441 shares; 2026Q1: 55,285 shares 55,285 $1.37M 0.01% -2,156 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 7,782 shares; 2025Q1: 5,446 shares; 2025Q2: 5,434 shares; 2025Q3: 4,947 shares; 2025Q4: 6,086 shares; 2026Q1: 11,545 shares 11,545 $1.37M 0.01% +5,459 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 13,055 shares; 2025Q1: 12,057 shares; 2025Q2: 11,748 shares; 2025Q3: 11,957 shares; 2025Q4: 30,544 shares; 2026Q1: 26,980 shares 26,980 $1.36M 0.01% -3,564 Timeline RDVY 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: 14,715 shares; 2024Q4: 23,683 shares; 2025Q1: 21,932 shares; 2025Q2: 16,748 shares; 2025Q3: 18,607 shares; 2025Q4: 20,650 shares; 2026Q1: 19,760 shares 19,760 $1.35M 0.01% -890 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,727 shares; 2024Q4: 12,802 shares; 2025Q1: 12,649 shares; 2025Q2: 11,574 shares; 2025Q3: 11,652 shares; 2025Q4: 11,082 shares; 2026Q1: 11,418 shares 11,418 $1.34M 0.01% +336 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,539 shares; 2025Q4: 19,512 shares; 2026Q1: 51,586 shares 51,586 $1.33M 0.01% +32,074 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 21 shares; 2025Q2: 233 shares; 2025Q3: 5,922 shares; 2025Q4: 6,585 shares; 2026Q1: 6,560 shares 6,560 $1.32M 0.01% -25 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,267 shares; 2025Q1: 1,342 shares; 2025Q2: 1,577 shares; 2025Q3: 2,317 shares; 2025Q4: 6,138 shares; 2026Q1: 6,389 shares 6,389 $1.32M 0.01% +251 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 6,371 shares; 2025Q1: 6,513 shares; 2025Q2: 6,406 shares; 2025Q3: 6,552 shares; 2025Q4: 7,250 shares; 2026Q1: 7,754 shares 7,754 $1.31M 0.01% +504 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 4,179 shares; 2025Q1: 4,867 shares; 2025Q2: 6,091 shares; 2025Q3: 15,255 shares; 2025Q4: 15,103 shares; 2026Q1: 17,918 shares 17,918 $1.3M 0.01% +2,815 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 8,675 shares; 2025Q1: 8,470 shares; 2025Q2: 12,147 shares; 2025Q3: 10,380 shares; 2025Q4: 11,070 shares; 2026Q1: 11,855 shares 11,855 $1.3M 0.01% +785 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,259 shares; 2025Q1: 1,258 shares; 2025Q2: 1,273 shares; 2025Q3: 1,303 shares; 2025Q4: 1,182 shares; 2026Q1: 1,190 shares 1,190 $1.3M 0.01% +8 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 7,631 shares; 2025Q1: 6,726 shares; 2025Q2: 6,417 shares; 2025Q3: 9,885 shares; 2025Q4: 8,809 shares; 2026Q1: 8,618 shares 8,618 $1.29M 0.01% -191 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,139 shares; 2024Q4: 13,658 shares; 2025Q1: 14,791 shares; 2025Q2: 16,808 shares; 2025Q3: 16,464 shares; 2025Q4: 23,764 shares; 2026Q1: 28,067 shares 28,067 $1.29M 0.01% +4,303 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS 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: 13,427 shares; 2026Q1: 13,670 shares 13,670 $1.29M 0.01% +243 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 41 shares; 2025Q2: 198 shares; 2025Q3: 38,637 shares; 2025Q4: 38,653 shares; 2026Q1: 39,049 shares 39,049 $1.29M 0.01% +396 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 40 shares; 2025Q2: 185 shares; 2025Q3: 134 shares; 2025Q4: 110 shares; 2026Q1: 930 shares 930 $1.28M 0.01% +820 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,372 shares; 2025Q1: 1,361 shares; 2025Q2: 1,381 shares; 2025Q3: 1,363 shares; 2025Q4: 1,450 shares; 2026Q1: 1,878 shares 1,878 $1.28M 0.01% +428 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,045 shares; 2024Q4: 46,921 shares; 2025Q1: 45,306 shares; 2025Q2: 45,594 shares; 2025Q3: 44,763 shares; 2025Q4: 42,920 shares; 2026Q1: 63,670 shares 63,670 $1.28M 0.01% +20,750 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 5,239 shares; 2025Q1: 5,000 shares; 2025Q2: 4,679 shares; 2025Q3: 4,765 shares; 2025Q4: 4,838 shares; 2026Q1: 8,404 shares 8,404 $1.27M 0.01% +3,566 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,621 shares; 2025Q1: 4,530 shares; 2025Q2: 4,786 shares; 2025Q3: 3,922 shares; 2025Q4: 4,146 shares; 2026Q1: 4,465 shares 4,465 $1.27M 0.01% +319 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,515 shares; 2025Q1: 2,539 shares; 2025Q2: 2,689 shares; 2025Q3: 2,711 shares; 2025Q4: 2,634 shares; 2026Q1: 2,672 shares 2,672 $1.24M 0.01% +38 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,632 shares; 2024Q4: 20,885 shares; 2025Q1: 20,579 shares; 2025Q2: 20,164 shares; 2025Q3: 21,432 shares; 2025Q4: 21,390 shares; 2026Q1: 21,506 shares 21,506 $1.24M 0.01% +116 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,428 shares; 2025Q3: 141,356 shares; 2025Q4: 114,706 shares; 2026Q1: 117,346 shares 117,346 $1.22M 0.01% +2,640 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,385 shares; 2025Q3: 10,730 shares; 2025Q4: 11,705 shares; 2026Q1: 15,773 shares 15,773 $1.22M 0.01% +4,068 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,874 shares; 2025Q1: 2,836 shares; 2025Q2: 3,171 shares; 2025Q3: 4,702 shares; 2025Q4: 4,709 shares; 2026Q1: 4,600 shares 4,600 $1.22M 0.01% -109 Timeline SSBI SUMMIT ST BK SANTA ROSA CALI More: the full row for SUMMIT ST BK SANTA ROSA CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,634 shares; 2024Q4: 91,634 shares; 2025Q1: 91,634 shares; 2025Q2: 91,634 shares; 2025Q3: 91,634 shares; 2025Q4: 90,634 shares; 2026Q1: 90,634 shares 90,634 $1.21M 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 25,443 shares; 2025Q1: 22,991 shares; 2025Q2: 32,604 shares; 2025Q3: 50,420 shares; 2025Q4: 54,672 shares; 2026Q1: 58,063 shares 58,063 $1.2M 0.01% +3,391 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: not reported; 2024Q4: 333,622 shares; 2025Q1: 310,099 shares; 2025Q2: 269,952 shares; 2025Q3: 25,589 shares; 2025Q4: 35,822 shares; 2026Q1: 32,462 shares 32,462 $1.2M 0.01% -3,360 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 13,710 shares; 2025Q1: 13,713 shares; 2025Q2: 13,760 shares; 2025Q3: 13,333 shares; 2025Q4: 14,066 shares; 2026Q1: 15,901 shares 15,901 $1.2M 0.01% +1,835 Timeline ILCG 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: 13,586 shares; 2024Q4: 13,606 shares; 2025Q1: 13,623 shares; 2025Q2: 13,637 shares; 2025Q3: 13,655 shares; 2025Q4: 12,492 shares; 2026Q1: 12,505 shares 12,505 $1.19M 0.01% +13 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,908 shares; 2026Q1: 17,507 shares 17,507 $1.19M 0.01% +1,599 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: 19,298 shares; 2024Q4: 19,298 shares; 2025Q1: 19,591 shares; 2025Q2: 19,625 shares; 2025Q3: 19,591 shares; 2025Q4: 19,725 shares; 2026Q1: 20,682 shares 20,682 $1.19M 0.01% +957 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,385 shares; 2025Q1: 120,153 shares; 2025Q2: 115,270 shares; 2025Q3: 114,032 shares; 2025Q4: 112,507 shares; 2026Q1: 110,092 shares 110,092 $1.18M 0.01% -2,415 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,496 shares; 2025Q1: 8,159 shares; 2025Q2: 7,859 shares; 2025Q3: 7,629 shares; 2025Q4: 7,680 shares; 2026Q1: 8,413 shares 8,413 $1.18M 0.01% +733 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,724 shares; 2024Q4: 5,553 shares; 2025Q1: 5,693 shares; 2025Q2: 5,972 shares; 2025Q3: 6,919 shares; 2025Q4: 8,548 shares; 2026Q1: 10,162 shares 10,162 $1.18M 0.01% +1,614 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: 10,362 shares; 2024Q4: 10,362 shares; 2025Q1: 10,362 shares; 2025Q2: 10,664 shares; 2025Q3: 11,212 shares; 2025Q4: 26,069 shares; 2026Q1: 26,269 shares 26,269 $1.18M 0.01% +200 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,984 shares; 2026Q1: 15,429 shares 15,429 $1.18M 0.01% -5,555 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,255 shares; 2025Q1: 8,882 shares; 2025Q2: 11,554 shares; 2025Q3: 8,691 shares; 2025Q4: 8,701 shares; 2026Q1: 8,715 shares 8,715 $1.17M 0.01% +14 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: not reported; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 9,925 shares; 2025Q3: 9,725 shares; 2025Q4: 9,725 shares; 2026Q1: 9,725 shares 9,725 $1.17M 0.01% 0 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,266 shares; 2025Q1: 57,411 shares; 2025Q2: 57,563 shares; 2025Q3: 58,194 shares; 2025Q4: 58,313 shares; 2026Q1: 58,268 shares 58,268 $1.16M 0.01% -45 Timeline SPYM 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: 23,490 shares; 2024Q4: 30,208 shares; 2025Q1: 29,754 shares; 2025Q2: 30,180 shares; 2025Q3: 17,280 shares; 2025Q4: 17,830 shares; 2026Q1: 15,116 shares 15,116 $1.16M 0.01% -2,714 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: 7,665 shares; 2024Q4: 7,556 shares; 2025Q1: 7,516 shares; 2025Q2: 7,586 shares; 2025Q3: 7,561 shares; 2025Q4: 7,701 shares; 2026Q1: 7,848 shares 7,848 $1.16M 0.01% +147 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,642 shares; 2026Q1: 12,145 shares 12,145 $1.15M 0.01% +3,503 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,494 shares; 2024Q4: 24,125 shares; 2025Q1: 24,077 shares; 2025Q2: 23,120 shares; 2025Q3: 23,123 shares; 2025Q4: 23,362 shares; 2026Q1: 25,343 shares 25,343 $1.15M 0.01% +1,981 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,316 shares; 2025Q1: 1,314 shares; 2025Q2: 1,561 shares; 2025Q3: 1,373 shares; 2025Q4: 1,278 shares; 2026Q1: 2,701 shares 2,701 $1.15M 0.01% +1,423 Timeline FLOT 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: 2,614 shares; 2025Q1: 2,570 shares; 2025Q2: 2,481 shares; 2025Q3: 2,380 shares; 2025Q4: 2,197 shares; 2026Q1: 22,420 shares 22,420 $1.14M 0.01% +20,223 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,070 shares; 2024Q4: 24,613 shares; 2025Q1: 22,892 shares; 2025Q2: 22,757 shares; 2025Q3: 25,562 shares; 2025Q4: 26,485 shares; 2026Q1: 25,247 shares 25,247 $1.14M 0.01% -1,238 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,019 shares; 2024Q4: 12,903 shares; 2025Q1: 15,134 shares; 2025Q2: 15,750 shares; 2025Q3: 13,780 shares; 2025Q4: 31,940 shares; 2026Q1: 24,207 shares 24,207 $1.14M 0.01% -7,733 Timeline PAAA 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: 8,719 shares; 2025Q1: 10,273 shares; 2025Q2: 10,400 shares; 2025Q3: 30,441 shares; 2025Q4: 21,174 shares; 2026Q1: 22,225 shares 22,225 $1.14M 0.01% +1,051 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 1,622 shares; 2025Q3: 1,615 shares; 2025Q4: 1,381 shares; 2026Q1: 1,789 shares 1,789 $1.14M 0.01% +408 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,179 shares; 2024Q4: 77,697 shares; 2025Q1: 63,586 shares; 2025Q2: 63,586 shares; 2025Q3: 63,586 shares; 2025Q4: 63,611 shares; 2026Q1: 63,601 shares 63,601 $1.13M 0.01% -10 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 525 shares; 2025Q1: 576 shares; 2025Q2: 647 shares; 2025Q3: 759 shares; 2025Q4: 758 shares; 2026Q1: 972 shares 972 $1.13M 0.01% +214 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 686 shares; 2025Q2: 888 shares; 2025Q3: 3,124 shares; 2025Q4: 3,020 shares; 2026Q1: 3,099 shares 3,099 $1.13M 0.01% +79 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,243 shares; 2025Q1: 5,243 shares; 2025Q2: 10,097 shares; 2025Q3: 13,868 shares; 2025Q4: 25,641 shares; 2026Q1: 31,561 shares 31,561 $1.12M 0.01% +5,920 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 2,504 shares; 2025Q2: 3,104 shares; 2025Q3: 2,913 shares; 2025Q4: 3,213 shares; 2026Q1: 10,223 shares 10,223 $1.11M 0.01% +7,010 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,279 shares; 2024Q4: 20,070 shares; 2025Q1: 19,058 shares; 2025Q2: 17,161 shares; 2025Q3: 17,273 shares; 2025Q4: 17,273 shares; 2026Q1: 17,874 shares 17,874 $1.11M 0.01% +601 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 16 shares; 2025Q2: 380 shares; 2025Q3: 10,929 shares; 2025Q4: 8,338 shares; 2026Q1: 8,459 shares 8,459 $1.11M 0.01% +121 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,937 shares; 2025Q1: 4,885 shares; 2025Q2: 5,215 shares; 2025Q3: 5,208 shares; 2025Q4: 5,073 shares; 2026Q1: 4,888 shares 4,888 $1.1M 0.01% -185 Timeline DFUS 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: 10,302 shares; 2024Q4: 9,557 shares; 2025Q1: 10,092 shares; 2025Q2: 10,116 shares; 2025Q3: 28,246 shares; 2025Q4: 24,105 shares; 2026Q1: 15,458 shares 15,458 $1.1M 0.01% -8,647 Timeline SPSM 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: 33,125 shares; 2024Q4: 36,083 shares; 2025Q1: 36,125 shares; 2025Q2: 38,097 shares; 2025Q3: 23,074 shares; 2025Q4: 21,539 shares; 2026Q1: 22,664 shares 22,664 $1.1M 0.01% +1,125 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,915 shares 42,915 $1.09M 0.01% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 10,464 shares; 2025Q1: 10,444 shares; 2025Q2: 10,806 shares; 2025Q3: 11,325 shares; 2025Q4: 11,485 shares; 2026Q1: 11,954 shares 11,954 $1.08M 0.01% +469 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 7,352 shares; 2025Q1: 7,700 shares; 2025Q2: 7,769 shares; 2025Q3: 8,079 shares; 2025Q4: 7,687 shares; 2026Q1: 16,887 shares 16,887 $1.08M 0.01% +9,200 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,152 shares; 2024Q4: 9,152 shares; 2025Q1: 9,152 shares; 2025Q2: 11,057 shares; 2025Q3: 11,057 shares; 2025Q4: 11,118 shares; 2026Q1: 12,527 shares 12,527 $1.08M 0.01% +1,409 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,827 shares; 2025Q1: 2,871 shares; 2025Q2: 2,953 shares; 2025Q3: 3,251 shares; 2025Q4: 3,620 shares; 2026Q1: 3,585 shares 3,585 $1.08M 0.01% -35 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,792 shares; 2024Q4: 36,577 shares; 2025Q1: 35,514 shares; 2025Q2: 85,338 shares; 2025Q3: 120,183 shares; 2025Q4: 18,149 shares; 2026Q1: 19,260 shares 19,260 $1.07M 0.01% +1,111 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,342 shares; 2025Q1: 6,348 shares; 2025Q2: 6,381 shares; 2025Q3: 6,145 shares; 2025Q4: 6,193 shares; 2026Q1: 8,758 shares 8,758 $1.07M 0.01% +2,565 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 25,535 shares; 2026Q1: 31,059 shares 31,059 $1.07M 0.01% +5,524 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 8,123 shares; 2025Q1: 7,442 shares; 2025Q2: 7,352 shares; 2025Q3: 7,282 shares; 2025Q4: 8,833 shares; 2026Q1: 9,370 shares 9,370 $1.05M 0.01% +537 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: 335 shares; 2025Q2: 200 shares; 2025Q3: 1,433 shares; 2025Q4: 25,909 shares; 2026Q1: 25,707 shares 25,707 $1.05M 0.01% -202 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: 38,611 shares; 2024Q4: 38,567 shares; 2025Q1: 38,567 shares; 2025Q2: 38,663 shares; 2025Q3: 38,567 shares; 2025Q4: 39,070 shares; 2026Q1: 36,326 shares 36,326 $1.05M 0.01% -2,744 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,828 shares; 2024Q4: 17,333 shares; 2025Q1: 17,340 shares; 2025Q2: 17,348 shares; 2025Q3: 17,101 shares; 2025Q4: 17,110 shares; 2026Q1: 16,793 shares 16,793 $1.04M 0.01% -317 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,699 shares; 2025Q2: 1,523 shares; 2025Q3: 11,059 shares; 2025Q4: 14,461 shares; 2026Q1: 13,738 shares 13,738 $1.03M 0.01% -723 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,454 shares; 2024Q4: 28,417 shares; 2025Q1: 28,417 shares; 2025Q2: 29,097 shares; 2025Q3: 40,656 shares; 2025Q4: 40,373 shares; 2026Q1: 40,373 shares 40,373 $1.03M 0.01% 0 Timeline EFV 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: 4,745 shares; 2025Q1: 7,925 shares; 2025Q2: 9,449 shares; 2025Q3: 9,182 shares; 2025Q4: 11,000 shares; 2026Q1: 13,795 shares 13,795 $1.03M 0.01% +2,795 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,911 shares; 2024Q4: 38,185 shares; 2025Q1: 37,509 shares; 2025Q2: 37,596 shares; 2025Q3: 38,485 shares; 2025Q4: 42,254 shares; 2026Q1: 41,952 shares 41,952 $1.02M 0.01% -302 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,568 shares; 2025Q1: 2,284 shares; 2025Q2: 1,980 shares; 2025Q3: 1,884 shares; 2025Q4: 1,780 shares; 2026Q1: 1,739 shares 1,739 $1.02M 0.01% -41 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 4,415 shares; 2025Q1: 4,637 shares; 2025Q2: 4,624 shares; 2025Q3: 5,260 shares; 2025Q4: 7,464 shares; 2026Q1: 9,678 shares 9,678 $1.02M 0.01% +2,214 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,239 shares; 2025Q1: 26,939 shares; 2025Q2: 26,738 shares; 2025Q3: 20,438 shares; 2025Q4: 20,839 shares; 2026Q1: 20,563 shares 20,563 $1.02M 0.01% -276 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,162 shares; 2025Q1: 5,209 shares; 2025Q2: 5,069 shares; 2025Q3: 5,055 shares; 2025Q4: 2,787 shares; 2026Q1: 2,992 shares 2,992 $1.02M 0.01% +205 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 9,007 shares; 2025Q1: 9,252 shares; 2025Q2: 9,458 shares; 2025Q3: 9,371 shares; 2025Q4: 17,512 shares; 2026Q1: 17,190 shares 17,190 $1.01M 0.01% -322 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 6,571 shares; 2025Q1: 6,506 shares; 2025Q2: 7,046 shares; 2025Q3: 7,510 shares; 2025Q4: 7,451 shares; 2026Q1: 8,006 shares 8,006 $1.01M 0.01% +555 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 82 shares; 2025Q3: 5,997 shares; 2025Q4: 5,999 shares; 2026Q1: 7,230 shares 7,230 $1.01M 0.01% +1,231 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,370 shares; 2024Q4: 28,104 shares; 2025Q1: 27,100 shares; 2025Q2: 28,803 shares; 2025Q3: 39,392 shares; 2025Q4: 35,769 shares; 2026Q1: 52,262 shares 52,262 $1M 0.01% +16,493 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 7,929 shares; 2025Q1: 6,900 shares; 2025Q2: 7,194 shares; 2025Q3: 7,744 shares; 2025Q4: 7,165 shares; 2026Q1: 7,376 shares 7,376 $1M 0.01% +211 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 137,278 shares 137,278 $1M 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,398 shares; 2024Q4: 56,700 shares; 2025Q1: 56,914 shares; 2025Q2: 57,924 shares; 2025Q3: 55,200 shares; 2025Q4: 54,267 shares; 2026Q1: 59,931 shares 59,931 $1M 0.01% +5,664 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,746 shares; 2025Q1: 13,550 shares; 2025Q2: 13,902 shares; 2025Q3: 16,122 shares; 2025Q4: 18,620 shares; 2026Q1: 20,624 shares 20,624 $999K 0.01% +2,004 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 6,410 shares; 2025Q1: 6,442 shares; 2025Q2: 6,262 shares; 2025Q3: 7,196 shares; 2025Q4: 8,291 shares; 2026Q1: 9,327 shares 9,327 $997K 0.01% +1,036 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,494 shares; 2024Q4: 43,458 shares; 2025Q1: 43,460 shares; 2025Q2: 44,049 shares; 2025Q3: 43,465 shares; 2025Q4: 43,467 shares; 2026Q1: 43,651 shares 43,651 $995K 0.01% +184 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,512 shares; 2025Q1: 3,291 shares; 2025Q2: 2,778 shares; 2025Q3: 6,445 shares; 2025Q4: 6,505 shares; 2026Q1: 5,738 shares 5,738 $993K 0.01% -767 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,928 shares; 2026Q1: 19,650 shares 19,650 $992K 0.01% -4,278 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 10,107 shares; 2025Q1: 8,614 shares; 2025Q2: 9,762 shares; 2025Q3: 9,762 shares; 2025Q4: 10,033 shares; 2026Q1: 9,914 shares 9,914 $991K 0.01% -119 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 1,896 shares; 2025Q1: 1,918 shares; 2025Q2: 2,127 shares; 2025Q3: 1,846 shares; 2025Q4: 2,564 shares; 2026Q1: 2,218 shares 2,218 $990K 0.01% -346 Timeline IUSG 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: 5,550 shares; 2024Q4: 6,438 shares; 2025Q1: 6,399 shares; 2025Q2: 6,359 shares; 2025Q3: 6,509 shares; 2025Q4: 6,397 shares; 2026Q1: 6,348 shares 6,348 $985K 0.01% -49 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 453 shares; 2025Q1: 336 shares; 2025Q2: 490 shares; 2025Q3: 286 shares; 2025Q4: 322 shares; 2026Q1: 1,321 shares 1,321 $976K 0.01% +999 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 880 shares; 2025Q1: 867 shares; 2025Q2: 901 shares; 2025Q3: 4,521 shares; 2025Q4: 3,813 shares; 2026Q1: 3,897 shares 3,897 $974K 0.01% +84 Timeline IGV 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: 11,201 shares; 2024Q4: 11,947 shares; 2025Q1: 11,327 shares; 2025Q2: 11,482 shares; 2025Q3: 11,075 shares; 2025Q4: 10,915 shares; 2026Q1: 12,141 shares 12,141 $972K 0.01% +1,226 Timeline XSMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,658 shares; 2026Q1: 12,772 shares 12,772 $971K 0.01% +3,114 Timeline IAPR 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: 41,826 shares; 2024Q4: 41,207 shares; 2025Q1: 36,261 shares; 2025Q2: 36,099 shares; 2025Q3: 35,795 shares; 2025Q4: 30,966 shares; 2026Q1: 30,606 shares 30,606 $969K 0.01% -360 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,331 shares; 2024Q4: 33,746 shares; 2025Q1: 11,118 shares; 2025Q2: 11,200 shares; 2025Q3: 11,029 shares; 2025Q4: 11,490 shares; 2026Q1: 11,876 shares 11,876 $966K 0.01% +386 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 7,320 shares; 2025Q1: 4,042 shares; 2025Q2: 7,204 shares; 2025Q3: 14,161 shares; 2025Q4: 16,543 shares; 2026Q1: 35,327 shares 35,327 $965K 0.01% +18,784 Timeline IDEV 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: 9,066 shares; 2024Q4: 9,386 shares; 2025Q1: 9,400 shares; 2025Q2: 9,893 shares; 2025Q3: 9,960 shares; 2025Q4: 11,408 shares; 2026Q1: 11,531 shares 11,531 $964K 0.01% +123 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 7,952 shares; 2025Q1: 8,610 shares; 2025Q2: 8,632 shares; 2025Q3: 8,205 shares; 2025Q4: 8,211 shares; 2026Q1: 8,333 shares 8,333 $963K 0.01% +122 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 425 shares; 2025Q3: 1,361 shares; 2025Q4: 1,268 shares; 2026Q1: 1,767 shares 1,767 $960K 0.01% +499 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 9,877 shares; 2025Q1: 9,364 shares; 2025Q2: 8,069 shares; 2025Q3: 8,395 shares; 2025Q4: 10,063 shares; 2026Q1: 10,633 shares 10,633 $958K 0.01% +570 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,514 shares; 2025Q1: 3,533 shares; 2025Q2: 3,505 shares; 2025Q3: 3,504 shares; 2025Q4: 3,320 shares; 2026Q1: 3,322 shares 3,322 $955K 0.01% +2 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,001 shares; 2025Q1: 4,984 shares; 2025Q2: 3,842 shares; 2025Q3: 4,315 shares; 2025Q4: 4,291 shares; 2026Q1: 5,280 shares 5,280 $948K 0.01% +989 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,596 shares; 2024Q4: 12,000 shares; 2025Q1: 4,227 shares; 2025Q2: 4,240 shares; 2025Q3: 29,764 shares; 2025Q4: 23,973 shares; 2026Q1: 23,241 shares 23,241 $948K 0.01% -732 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,250 shares; 2024Q4: 20,250 shares; 2025Q1: 20,250 shares; 2025Q2: 20,350 shares; 2025Q3: 19,350 shares; 2025Q4: 19,350 shares; 2026Q1: 19,350 shares 19,350 $945K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,087 shares; 2024Q4: 19,680 shares; 2025Q1: 19,693 shares; 2025Q2: 19,705 shares; 2025Q3: 19,722 shares; 2025Q4: 20,189 shares; 2026Q1: 20,169 shares 20,169 $943K 0.01% -20 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,187 shares; 2025Q1: 5,217 shares; 2025Q2: 5,420 shares; 2025Q3: 4,953 shares; 2025Q4: 5,022 shares; 2026Q1: 8,236 shares 8,236 $939K 0.01% +3,214 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 987 shares; 2025Q1: 970 shares; 2025Q2: 1,172 shares; 2025Q3: 917 shares; 2025Q4: 3,887 shares; 2026Q1: 12,820 shares 12,820 $938K 0.01% +8,933 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,061 shares; 2026Q1: 26,612 shares 26,612 $936K 0.01% +6,551 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,496 shares; 2024Q4: 40,758 shares; 2025Q1: 32,609 shares; 2025Q2: 29,379 shares; 2025Q3: 28,935 shares; 2025Q4: 28,735 shares; 2026Q1: 28,875 shares 28,875 $936K 0.01% +140 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,056 shares; 2025Q1: 11,791 shares; 2025Q2: 12,405 shares; 2025Q3: 12,122 shares; 2025Q4: 11,523 shares; 2026Q1: 15,844 shares 15,844 $935K 0.01% +4,321 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 862 shares; 2025Q1: 869 shares; 2025Q2: 1,065 shares; 2025Q3: 1,531 shares; 2025Q4: 1,568 shares; 2026Q1: 1,652 shares 1,652 $928K 0.01% +84 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,508 shares; 2024Q4: 18,889 shares; 2025Q1: 18,073 shares; 2025Q2: 15,760 shares; 2025Q3: 15,023 shares; 2025Q4: 14,217 shares; 2026Q1: 13,582 shares 13,582 $926K 0.01% -635 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 40,227 shares 40,227 $924K 0.01% +38,806 Timeline NFEB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,691 shares 33,691 $923K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 3,958 shares; 2025Q1: 4,978 shares; 2025Q2: 5,251 shares; 2025Q3: 5,426 shares; 2025Q4: 6,418 shares; 2026Q1: 7,367 shares 7,367 $919K 0.01% +949 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,417 shares; 2024Q4: 18,362 shares; 2025Q1: 18,355 shares; 2025Q2: 17,759 shares; 2025Q3: 18,613 shares; 2025Q4: 18,226 shares; 2026Q1: 19,662 shares 19,662 $917K 0.01% +1,436 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,789 shares; 2025Q1: 4,005 shares; 2025Q2: 4,196 shares; 2025Q3: 3,841 shares; 2025Q4: 3,843 shares; 2026Q1: 6,559 shares 6,559 $915K 0.01% +2,716 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,552 shares; 2025Q1: 41,585 shares; 2025Q2: 41,382 shares; 2025Q3: 39,840 shares; 2025Q4: 40,573 shares; 2026Q1: 40,506 shares 40,506 $911K 0.01% -67 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 140 shares; 2025Q3: 5,522 shares; 2025Q4: 5,400 shares; 2026Q1: 5,481 shares 5,481 $899K 0.01% +81 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,127 shares; 2025Q1: 2,794 shares; 2025Q2: 2,933 shares; 2025Q3: 9,497 shares; 2025Q4: 9,388 shares; 2026Q1: 8,709 shares 8,709 $895K 0.01% -679 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,526 shares; 2025Q1: 46,526 shares; 2025Q2: 46,526 shares; 2025Q3: 46,526 shares; 2025Q4: 46,526 shares; 2026Q1: 46,590 shares 46,590 $895K 0.01% +64 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,885 shares; 2025Q1: 7,085 shares; 2025Q2: 6,569 shares; 2025Q3: 7,338 shares; 2025Q4: 7,712 shares; 2026Q1: 9,464 shares 9,464 $889K 0.01% +1,752 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares; 2025Q4: 5,501 shares; 2026Q1: 5,527 shares 5,527 $887K 0.01% +26 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 6,207 shares; 2025Q1: 5,053 shares; 2025Q2: 5,563 shares; 2025Q3: 9,555 shares; 2025Q4: 8,997 shares; 2026Q1: 14,736 shares 14,736 $884K 0.01% +5,739 Timeline VMBS 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: not reported; 2024Q4: 17,256 shares; 2025Q1: 17,026 shares; 2025Q2: 16,573 shares; 2025Q3: 19,563 shares; 2025Q4: 19,780 shares; 2026Q1: 18,747 shares 18,747 $880K <0.01% -1,033 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: 375 shares; 2025Q2: 317 shares; 2025Q3: 461 shares; 2025Q4: 1,487 shares; 2026Q1: 5,323 shares 5,323 $879K <0.01% +3,836 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,408 shares; 2025Q1: 24,439 shares; 2025Q2: 24,546 shares; 2025Q3: 46,035 shares; 2025Q4: 45,188 shares; 2026Q1: 42,841 shares 42,841 $874K <0.01% -2,347 Timeline FTSM 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: 16,502 shares; 2025Q1: 15,442 shares; 2025Q2: 15,442 shares; 2025Q3: 15,112 shares; 2025Q4: 14,270 shares; 2026Q1: 14,622 shares 14,622 $874K <0.01% +352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,216 shares 7,216 $873K <0.01% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 391 shares; 2025Q3: 3,331 shares; 2025Q4: 4,584 shares; 2026Q1: 5,500 shares 5,500 $872K <0.01% +916 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 14,054 shares; 2025Q1: 13,794 shares; 2025Q2: 13,184 shares; 2025Q3: 12,934 shares; 2025Q4: 13,191 shares; 2026Q1: 13,040 shares 13,040 $872K <0.01% -151 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,873 shares; 2025Q1: 2,878 shares; 2025Q2: 2,540 shares; 2025Q3: 3,598 shares; 2025Q4: 3,391 shares; 2026Q1: 4,416 shares 4,416 $866K <0.01% +1,025 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: 582 shares; 2025Q2: 776 shares; 2025Q3: 690 shares; 2025Q4: 3,447 shares; 2026Q1: 4,702 shares 4,702 $862K <0.01% +1,255 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,648 shares; 2025Q1: 2,415 shares; 2025Q2: 2,595 shares; 2025Q3: 3,964 shares; 2025Q4: 3,903 shares; 2026Q1: 4,365 shares 4,365 $859K <0.01% +462 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,470 shares; 2025Q2: 2,676 shares; 2025Q3: 3,053 shares; 2025Q4: 3,052 shares; 2026Q1: 3,696 shares 3,696 $857K <0.01% +644 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,379 shares; 2025Q1: 1,454 shares; 2025Q2: 1,468 shares; 2025Q3: 1,429 shares; 2025Q4: 1,705 shares; 2026Q1: 1,745 shares 1,745 $856K <0.01% +40 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,803 shares; 2024Q4: 46,299 shares; 2025Q1: 49,837 shares; 2025Q2: 51,449 shares; 2025Q3: 60,902 shares; 2025Q4: 26,822 shares; 2026Q1: 25,681 shares 25,681 $853K <0.01% -1,141 Timeline SSO 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: 8,155 shares; 2024Q4: 8,435 shares; 2025Q1: 8,435 shares; 2025Q2: 8,420 shares; 2025Q3: 8,305 shares; 2025Q4: 16,590 shares; 2026Q1: 16,430 shares 16,430 $852K <0.01% -160 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,356 shares; 2025Q1: 5,836 shares; 2025Q2: 5,656 shares; 2025Q3: 4,622 shares; 2025Q4: 4,323 shares; 2026Q1: 4,932 shares 4,932 $849K <0.01% +609 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,140 shares; 2024Q4: 31,778 shares; 2025Q1: 6,857 shares; 2025Q2: 6,802 shares; 2025Q3: 6,657 shares; 2025Q4: 7,111 shares; 2026Q1: 6,215 shares 6,215 $848K <0.01% -896 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 7,850 shares; 2025Q1: 7,678 shares; 2025Q2: 7,648 shares; 2025Q3: 7,657 shares; 2025Q4: 7,643 shares; 2026Q1: 9,982 shares 9,982 $848K <0.01% +2,339 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,974 shares; 2025Q1: 3,394 shares; 2025Q2: 2,798 shares; 2025Q3: 6,330 shares; 2025Q4: 6,480 shares; 2026Q1: 8,337 shares 8,337 $835K <0.01% +1,857 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,670 shares; 2024Q4: 64,389 shares; 2025Q1: 24,261 shares; 2025Q2: 55,251 shares; 2025Q3: 31,081 shares; 2025Q4: 20,243 shares; 2026Q1: 19,921 shares 19,921 $833K <0.01% -322 Timeline HYG 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: 8,642 shares; 2025Q1: 8,435 shares; 2025Q2: 7,701 shares; 2025Q3: 10,646 shares; 2025Q4: 10,395 shares; 2026Q1: 10,468 shares 10,468 $833K <0.01% +73 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,141 shares; 2024Q4: 17,176 shares; 2025Q1: 16,631 shares; 2025Q2: 16,768 shares; 2025Q3: 17,739 shares; 2025Q4: 17,736 shares; 2026Q1: 34,879 shares 34,879 $830K <0.01% +17,143 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 3,876 shares; 2025Q1: 4,116 shares; 2025Q2: 5,059 shares; 2025Q3: 4,371 shares; 2025Q4: 4,316 shares; 2026Q1: 4,831 shares 4,831 $827K <0.01% +515 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,665 shares; 2025Q1: 3,644 shares; 2025Q2: 3,900 shares; 2025Q3: 3,721 shares; 2025Q4: 4,149 shares; 2026Q1: 7,463 shares 7,463 $827K <0.01% +3,314 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 2,554 shares; 2025Q2: 3,111 shares; 2025Q3: 3,074 shares; 2025Q4: 3,066 shares; 2026Q1: 4,583 shares 4,583 $825K <0.01% +1,517 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: 2,285 shares; 2025Q2: 2,528 shares; 2025Q3: 2,519 shares; 2025Q4: 2,595 shares; 2026Q1: 2,596 shares 2,596 $810K <0.01% +1 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,731 shares; 2025Q1: 2,716 shares; 2025Q2: 2,862 shares; 2025Q3: 2,889 shares; 2025Q4: 3,193 shares; 2026Q1: 3,956 shares 3,956 $809K <0.01% +763 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,005 shares; 2024Q4: 26,688 shares; 2025Q1: 23,002 shares; 2025Q2: 23,650 shares; 2025Q3: 21,294 shares; 2025Q4: 29,985 shares; 2026Q1: 29,449 shares 29,449 $809K <0.01% -536 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 813 shares; 2025Q2: 1,138 shares; 2025Q3: 810 shares; 2025Q4: 851 shares; 2026Q1: 4,237 shares 4,237 $807K <0.01% +3,386 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 24,942 shares; 2025Q1: 24,942 shares; 2025Q2: 25,101 shares; 2025Q3: 24,975 shares; 2025Q4: 19,576 shares; 2026Q1: 19,586 shares 19,586 $807K <0.01% +10 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,939 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 3,510 shares; 2025Q4: 3,848 shares; 2026Q1: 4,052 shares 4,052 $803K <0.01% +204 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,914 shares; 2025Q1: 5,143 shares; 2025Q2: 5,401 shares; 2025Q3: 8,069 shares; 2025Q4: 8,083 shares; 2026Q1: 8,346 shares 8,346 $801K <0.01% +263 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 281 shares; 2025Q1: 266 shares; 2025Q2: 605 shares; 2025Q3: 600 shares; 2025Q4: 654 shares; 2026Q1: 7,261 shares 7,261 $797K <0.01% +6,607 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,570 shares; 2025Q1: 5,655 shares; 2025Q2: 5,649 shares; 2025Q3: 5,662 shares; 2025Q4: 5,948 shares; 2026Q1: 6,065 shares 6,065 $796K <0.01% +117 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 13,020 shares; 2025Q1: 12,934 shares; 2025Q2: 11,915 shares; 2025Q3: 13,010 shares; 2025Q4: 14,414 shares; 2026Q1: 17,291 shares 17,291 $792K <0.01% +2,877 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,928 shares; 2026Q1: 6,811 shares 6,811 $786K <0.01% -117 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS 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: 12 shares; 2025Q3: not reported; 2025Q4: 5,158 shares; 2026Q1: 3,932 shares 3,932 $785K <0.01% -1,226 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 5,644 shares; 2025Q4: 5,647 shares; 2026Q1: 5,788 shares 5,788 $784K <0.01% +141 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 17,464 shares; 2025Q1: 17,252 shares; 2025Q2: 17,647 shares; 2025Q3: 18,487 shares; 2025Q4: 12,925 shares; 2026Q1: 15,574 shares 15,574 $784K <0.01% +2,649 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 8,102 shares; 2025Q1: 8,994 shares; 2025Q2: 8,387 shares; 2025Q3: 8,093 shares; 2025Q4: 21,358 shares; 2026Q1: 20,851 shares 20,851 $783K <0.01% -507 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,990 shares; 2025Q1: 1,970 shares; 2025Q2: 2,106 shares; 2025Q3: 1,970 shares; 2025Q4: 2,159 shares; 2026Q1: 3,069 shares 3,069 $781K <0.01% +910 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: 4,512 shares; 2025Q2: 4,405 shares; 2025Q3: 4,359 shares; 2025Q4: 4,426 shares; 2026Q1: 11,757 shares 11,757 $780K <0.01% +7,331 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327,285 shares; 2024Q4: 1,356,886 shares; 2025Q1: 1,385,050 shares; 2025Q2: 847,553 shares; 2025Q3: 98,492 shares; 2025Q4: 77,769 shares; 2026Q1: 65,125 shares 65,125 $777K <0.01% -12,644 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: not reported; 2024Q4: 10,516 shares; 2025Q1: 10,163 shares; 2025Q2: 11,340 shares; 2025Q3: 10,965 shares; 2025Q4: 10,839 shares; 2026Q1: 10,846 shares 10,846 $774K <0.01% +7 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 6,950 shares; 2025Q1: 6,880 shares; 2025Q2: 6,881 shares; 2025Q3: 6,779 shares; 2025Q4: 6,672 shares; 2026Q1: 6,718 shares 6,718 $772K <0.01% +46 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,864 shares; 2025Q1: 1,805 shares; 2025Q2: 1,922 shares; 2025Q3: 2,701 shares; 2025Q4: 2,659 shares; 2026Q1: 3,431 shares 3,431 $770K <0.01% +772 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,527 shares; 2024Q4: 22,527 shares; 2025Q1: 22,527 shares; 2025Q2: 22,567 shares; 2025Q3: 22,527 shares; 2025Q4: 22,757 shares; 2026Q1: 21,185 shares 21,185 $769K <0.01% -1,572 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 5,413 shares; 2025Q1: 5,043 shares; 2025Q2: 5,059 shares; 2025Q3: 5,764 shares; 2025Q4: 7,041 shares; 2026Q1: 6,417 shares 6,417 $767K <0.01% -624 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 614 shares; 2025Q3: 598 shares; 2025Q4: 1,797 shares; 2026Q1: 1,613 shares 1,613 $765K <0.01% -184 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,106 shares; 2025Q1: 1,059 shares; 2025Q2: 1,563 shares; 2025Q3: 1,126 shares; 2025Q4: 1,514 shares; 2026Q1: 4,137 shares 4,137 $764K <0.01% +2,623 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 3,085 shares; 2025Q2: 5,834 shares; 2025Q3: 6,837 shares; 2025Q4: 6,923 shares; 2026Q1: 47,930 shares 47,930 $761K <0.01% +41,007 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,853 shares; 2024Q4: 15,733 shares; 2025Q1: 15,733 shares; 2025Q2: 15,563 shares; 2025Q3: 16,563 shares; 2025Q4: 17,272 shares; 2026Q1: 16,572 shares 16,572 $760K <0.01% -700 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 9,805 shares; 2025Q1: 9,264 shares; 2025Q2: 7,907 shares; 2025Q3: 8,137 shares; 2025Q4: 8,279 shares; 2026Q1: 8,094 shares 8,094 $757K <0.01% -185 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 3,566 shares; 2025Q1: 3,044 shares; 2025Q2: 4,145 shares; 2025Q3: 8,025 shares; 2025Q4: 8,161 shares; 2026Q1: 8,308 shares 8,308 $756K <0.01% +147 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,509 shares; 2025Q1: 1,665 shares; 2025Q2: 1,563 shares; 2025Q3: 1,733 shares; 2025Q4: 2,047 shares; 2026Q1: 2,097 shares 2,097 $753K <0.01% +50 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,352 shares; 2025Q2: 2,403 shares; 2025Q3: 2,352 shares; 2025Q4: 25,297 shares; 2026Q1: 23,397 shares 23,397 $753K <0.01% -1,900 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,484 shares; 2025Q1: 4,391 shares; 2025Q2: 4,556 shares; 2025Q3: 4,493 shares; 2025Q4: 7,039 shares; 2026Q1: 6,752 shares 6,752 $752K <0.01% -287 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 10,224 shares; 2025Q3: 10,088 shares; 2025Q4: 9,733 shares; 2026Q1: 7,519 shares 7,519 $748K <0.01% -2,214 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,174 shares; 2025Q1: 72,790 shares; 2025Q2: 8,788 shares; 2025Q3: 11,108 shares; 2025Q4: 17,294 shares; 2026Q1: 14,997 shares 14,997 $747K <0.01% -2,297 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,785 shares; 2025Q1: 5,717 shares; 2025Q2: 6,157 shares; 2025Q3: 6,545 shares; 2025Q4: 8,013 shares; 2026Q1: 22,799 shares 22,799 $746K <0.01% +14,786 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: not reported; 2024Q4: 3,441 shares; 2025Q1: 3,280 shares; 2025Q2: 3,516 shares; 2025Q3: 5,215 shares; 2025Q4: 3,218 shares; 2026Q1: 8,905 shares 8,905 $746K <0.01% +5,687 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 15,291 shares; 2025Q1: 13,338 shares; 2025Q2: 13,694 shares; 2025Q3: 13,748 shares; 2025Q4: 13,733 shares; 2026Q1: 13,998 shares 13,998 $741K <0.01% +265 Timeline TDIV 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: 8,154 shares; 2024Q4: 8,135 shares; 2025Q1: 8,126 shares; 2025Q2: 8,068 shares; 2025Q3: 7,914 shares; 2025Q4: 7,832 shares; 2026Q1: 7,898 shares 7,898 $740K <0.01% +66 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 4,413 shares; 2025Q1: 4,342 shares; 2025Q2: 4,757 shares; 2025Q3: 4,780 shares; 2025Q4: 5,651 shares; 2026Q1: 7,909 shares 7,909 $738K <0.01% +2,258 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 952 shares; 2025Q1: 678 shares; 2025Q2: 1,350 shares; 2025Q3: 4,229 shares; 2025Q4: 4,410 shares; 2026Q1: 4,532 shares 4,532 $733K <0.01% +122 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,610 shares; 2025Q1: 11,211 shares; 2025Q2: 10,542 shares; 2025Q3: 10,642 shares; 2025Q4: 8,606 shares; 2026Q1: 33,901 shares 33,901 $733K <0.01% +25,295 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,951 shares; 2025Q1: 1,890 shares; 2025Q2: 1,747 shares; 2025Q3: 1,620 shares; 2025Q4: 1,943 shares; 2026Q1: 2,659 shares 2,659 $732K <0.01% +716 Timeline USIG 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: 8,957 shares; 2025Q1: 8,907 shares; 2025Q2: 9,256 shares; 2025Q3: 9,147 shares; 2025Q4: 12,197 shares; 2026Q1: 14,274 shares 14,274 $731K <0.01% +2,077 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,636 shares; 2025Q4: 9,337 shares; 2026Q1: 10,375 shares 10,375 $728K <0.01% +1,038 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 16,034 shares; 2025Q1: 16,036 shares; 2025Q2: 16,017 shares; 2025Q3: 15,981 shares; 2025Q4: 15,429 shares; 2026Q1: 14,853 shares 14,853 $725K <0.01% -576 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: not reported; 2024Q4: 16 shares; 2025Q1: 18 shares; 2025Q2: 133 shares; 2025Q3: 4,960 shares; 2025Q4: 4,937 shares; 2026Q1: 5,214 shares 5,214 $721K <0.01% +277 Timeline CALF 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: 110 shares; 2025Q1: not reported; 2025Q2: 335 shares; 2025Q3: 336 shares; 2025Q4: 16,684 shares; 2026Q1: 16,055 shares 16,055 $720K <0.01% -629 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,503 shares; 2024Q4: 65,059 shares; 2025Q1: 66,039 shares; 2025Q2: 67,245 shares; 2025Q3: 68,758 shares; 2025Q4: 62,970 shares; 2026Q1: 71,210 shares 71,210 $714K <0.01% +8,240 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 468 shares; 2025Q3: 2,483 shares; 2025Q4: 460 shares; 2026Q1: 10,311 shares 10,311 $713K <0.01% +9,851 Timeline TFLO 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: 14,109 shares; 2025Q1: 9,638 shares; 2025Q2: 13,859 shares; 2025Q3: 13,534 shares; 2025Q4: 15,476 shares; 2026Q1: 13,995 shares 13,995 $709K <0.01% -1,481 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,754 shares; 2025Q1: 3,451 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,466 shares 3,466 $706K <0.01% +6 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 27 shares; 2025Q4: 1,279 shares; 2026Q1: 1,286 shares 1,286 $700K <0.01% +7 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,953 shares; 2025Q1: 22,062 shares; 2025Q2: 21,085 shares; 2025Q3: 21,419 shares; 2025Q4: 20,674 shares; 2026Q1: 13,950 shares 13,950 $699K <0.01% -6,724 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 2,372 shares; 2025Q2: 2,510 shares; 2025Q3: 3,544 shares; 2025Q4: 3,326 shares; 2026Q1: 3,291 shares 3,291 $698K <0.01% -35 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 5,146 shares; 2025Q1: 4,593 shares; 2025Q2: 4,471 shares; 2025Q3: 4,478 shares; 2025Q4: 7,412 shares; 2026Q1: 8,838 shares 8,838 $696K <0.01% +1,426 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,510 shares; 2025Q1: 13,514 shares; 2025Q2: 13,520 shares; 2025Q3: 11,831 shares; 2025Q4: 11,838 shares; 2026Q1: 63,106 shares 63,106 $693K <0.01% +51,268 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,110 shares; 2025Q1: 677 shares; 2025Q2: 713 shares; 2025Q3: 586 shares; 2025Q4: 786 shares; 2026Q1: 5,856 shares 5,856 $693K <0.01% +5,070 Timeline JEPQ 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: 25,495 shares; 2024Q4: 19,099 shares; 2025Q1: 10,949 shares; 2025Q2: 10,119 shares; 2025Q3: 13,167 shares; 2025Q4: 15,003 shares; 2026Q1: 12,464 shares 12,464 $692K <0.01% -2,539 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 14,000 shares; 2025Q1: 9,209 shares; 2025Q2: 9,784 shares; 2025Q3: 10,893 shares; 2025Q4: 10,144 shares; 2026Q1: 10,117 shares 10,117 $688K <0.01% -27 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: 759 shares; 2025Q2: 794 shares; 2025Q3: 1,031 shares; 2025Q4: 1,070 shares; 2026Q1: 2,752 shares 2,752 $683K <0.01% +1,682 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 6,939 shares; 2025Q1: 6,730 shares; 2025Q2: 6,715 shares; 2025Q3: 6,716 shares; 2025Q4: 6,873 shares; 2026Q1: 6,218 shares 6,218 $683K <0.01% -655 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 1,380 shares; 2025Q1: 1,631 shares; 2025Q2: 2,010 shares; 2025Q3: 1,953 shares; 2025Q4: 2,140 shares; 2026Q1: 2,244 shares 2,244 $682K <0.01% +104 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 816 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 8,199 shares; 2026Q1: 8,968 shares 8,968 $679K <0.01% +769 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,091 shares; 2024Q4: 39,656 shares; 2025Q1: 35,621 shares; 2025Q2: 15,142 shares; 2025Q3: 15,374 shares; 2025Q4: 20,681 shares; 2026Q1: 28,520 shares 28,520 $676K <0.01% +7,839 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 700 shares; 2025Q2: 761 shares; 2025Q3: 628 shares; 2025Q4: 1,529 shares; 2026Q1: 2,460 shares 2,460 $674K <0.01% +931 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,183 shares 6,183 $671K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 11,458 shares; 2025Q1: 9,040 shares; 2025Q2: 10,078 shares; 2025Q3: 8,882 shares; 2025Q4: 8,791 shares; 2026Q1: 13,904 shares 13,904 $670K <0.01% +5,113 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,300 shares; 2025Q1: 6,270 shares; 2025Q2: 7,140 shares; 2025Q3: 7,047 shares; 2025Q4: 6,882 shares; 2026Q1: 8,682 shares 8,682 $670K <0.01% +1,800 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 7,683 shares; 2025Q1: 7,683 shares; 2025Q2: 7,833 shares; 2025Q3: 7,722 shares; 2025Q4: 7,722 shares; 2026Q1: 7,912 shares 7,912 $669K <0.01% +190 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: not reported; 2024Q4: 12,206 shares; 2025Q1: 11,105 shares; 2025Q2: 10,978 shares; 2025Q3: 11,130 shares; 2025Q4: 10,717 shares; 2026Q1: 26,108 shares 26,108 $666K <0.01% +15,391 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,181 shares; 2025Q1: 5,196 shares; 2025Q2: 5,232 shares; 2025Q3: 11,509 shares; 2025Q4: 17,109 shares; 2026Q1: 16,917 shares 16,917 $664K <0.01% -192 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,198 shares; 2025Q1: 16,106 shares; 2025Q2: 14,851 shares; 2025Q3: 14,782 shares; 2025Q4: 14,701 shares; 2026Q1: 14,027 shares 14,027 $664K <0.01% -674 Timeline AIQ 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: 400 shares; 2025Q1: 400 shares; 2025Q2: 457 shares; 2025Q3: 2,217 shares; 2025Q4: 3,227 shares; 2026Q1: 14,152 shares 14,152 $660K <0.01% +10,925 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,984 shares; 2025Q1: 7,984 shares; 2025Q2: 8,509 shares; 2025Q3: 35,630 shares; 2025Q4: 36,367 shares; 2026Q1: 45,850 shares 45,850 $659K <0.01% +9,483 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: 8,078 shares; 2024Q4: 8,124 shares; 2025Q1: 7,582 shares; 2025Q2: 8,072 shares; 2025Q3: 12,389 shares; 2025Q4: 12,073 shares; 2026Q1: 12,130 shares 12,130 $658K <0.01% +57 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,250 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 2,481 shares; 2026Q1: 2,337 shares 2,337 $658K <0.01% -144 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,127 shares; 2025Q1: 7,127 shares; 2025Q2: 7,430 shares; 2025Q3: 7,457 shares; 2025Q4: 9,095 shares; 2026Q1: 9,609 shares 9,609 $658K <0.01% +514 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: 474 shares; 2025Q2: 589 shares; 2025Q3: 3,043 shares; 2025Q4: 1,788 shares; 2026Q1: 1,801 shares 1,801 $655K <0.01% +13 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,363 shares; 2025Q1: 4,848 shares; 2025Q2: 4,787 shares; 2025Q3: 4,744 shares; 2025Q4: 4,467 shares; 2026Q1: 4,941 shares 4,941 $653K <0.01% +474 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: not reported; 2024Q4: 2,000 shares; 2025Q1: 49,537 shares; 2025Q2: 56,519 shares; 2025Q3: 63,208 shares; 2025Q4: 40,502 shares; 2026Q1: 40,519 shares 40,519 $649K <0.01% +17 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,670 shares; 2025Q3: 8,670 shares; 2025Q4: 8,670 shares; 2026Q1: 8,670 shares 8,670 $649K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,629 shares; 2025Q1: 4,405 shares; 2025Q2: 4,714 shares; 2025Q3: 4,176 shares; 2025Q4: 4,139 shares; 2026Q1: 6,943 shares 6,943 $648K <0.01% +2,804 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 1,403 shares; 2025Q2: 2,197 shares; 2025Q3: 3,231 shares; 2025Q4: 4,397 shares; 2026Q1: 13,419 shares 13,419 $648K <0.01% +9,022 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 2,765 shares; 2025Q1: 2,824 shares; 2025Q2: 2,908 shares; 2025Q3: 3,869 shares; 2025Q4: 2,900 shares; 2026Q1: 1,884 shares 1,884 $645K <0.01% -1,016 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 4,473 shares; 2025Q1: 4,416 shares; 2025Q2: 4,775 shares; 2025Q3: 4,286 shares; 2025Q4: 3,989 shares; 2026Q1: 4,403 shares 4,403 $644K <0.01% +414 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,633 shares; 2025Q1: 2,896 shares; 2025Q2: 3,539 shares; 2025Q3: 3,320 shares; 2025Q4: 3,084 shares; 2026Q1: 9,259 shares 9,259 $641K <0.01% +6,175 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: 9,625 shares; 2024Q4: 9,994 shares; 2025Q1: 9,905 shares; 2025Q2: 13,986 shares; 2025Q3: 15,071 shares; 2025Q4: 15,662 shares; 2026Q1: 14,507 shares 14,507 $641K <0.01% -1,155 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 198 shares; 2025Q2: 298 shares; 2025Q3: 1,937 shares; 2025Q4: 2,247 shares; 2026Q1: 2,106 shares 2,106 $640K <0.01% -141 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,806 shares; 2024Q4: 35,716 shares; 2025Q1: 29,300 shares; 2025Q2: 15,964 shares; 2025Q3: 52,354 shares; 2025Q4: 14,914 shares; 2026Q1: 13,914 shares 13,914 $640K <0.01% -1,000 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,685 shares; 2024Q4: 26,086 shares; 2025Q1: 20,598 shares; 2025Q2: 18,203 shares; 2025Q3: 17,996 shares; 2025Q4: 17,921 shares; 2026Q1: 18,029 shares 18,029 $638K <0.01% +108 Timeline AMLP 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: 10,759 shares; 2024Q4: 12,577 shares; 2025Q1: 13,990 shares; 2025Q2: 12,049 shares; 2025Q3: 12,325 shares; 2025Q4: 12,007 shares; 2026Q1: 12,084 shares 12,084 $636K <0.01% +77 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,540 shares; 2025Q1: 4,041 shares; 2025Q2: 5,819 shares; 2025Q3: 4,864 shares; 2025Q4: 5,828 shares; 2026Q1: 9,941 shares 9,941 $633K <0.01% +4,113 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 491 shares; 2025Q2: 572 shares; 2025Q3: 523 shares; 2025Q4: 496 shares; 2026Q1: 1,060 shares 1,060 $629K <0.01% +564 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,598 shares; 2025Q1: 3,557 shares; 2025Q2: 4,441 shares; 2025Q3: 5,180 shares; 2025Q4: 4,753 shares; 2026Q1: 4,384 shares 4,384 $628K <0.01% -369 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,432 shares; 2025Q3: 1,978 shares; 2025Q4: 1,994 shares; 2026Q1: 2,524 shares 2,524 $624K <0.01% +530 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,197 shares; 2025Q4: 8,071 shares; 2026Q1: 7,840 shares 7,840 $620K <0.01% -231 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,790 shares; 2025Q3: 4,542 shares; 2025Q4: 4,640 shares; 2026Q1: 4,560 shares 4,560 $617K <0.01% -80 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,729 shares; 2025Q1: 10,895 shares; 2025Q2: 11,112 shares; 2025Q3: 7,978 shares; 2025Q4: 7,325 shares; 2026Q1: 7,699 shares 7,699 $617K <0.01% +374 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,552 shares; 2025Q1: 56,959 shares; 2025Q2: 58,659 shares; 2025Q3: 53,193 shares; 2025Q4: 54,463 shares; 2026Q1: 53,407 shares 53,407 $614K <0.01% -1,056 Timeline SCMB 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: not reported; 2024Q4: 23,933 shares; 2025Q1: 24,391 shares; 2025Q2: 24,802 shares; 2025Q3: 24,868 shares; 2025Q4: 24,944 shares; 2026Q1: 23,998 shares 23,998 $611K <0.01% -946 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,653 shares; 2025Q1: 12,245 shares; 2025Q2: 12,254 shares; 2025Q3: 11,543 shares; 2025Q4: 21,898 shares; 2026Q1: 15,956 shares 15,956 $610K <0.01% -5,942 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,236 shares; 2025Q4: 5,642 shares; 2026Q1: 7,623 shares 7,623 $609K <0.01% +1,981 Timeline CIBR 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: 5,053 shares; 2024Q4: 7,186 shares; 2025Q1: 8,405 shares; 2025Q2: 8,536 shares; 2025Q3: 8,067 shares; 2025Q4: 9,854 shares; 2026Q1: 9,689 shares 9,689 $607K <0.01% -165 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 79 shares; 2026Q1: 8,245 shares 8,245 $606K <0.01% +8,166 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,320 shares; 2025Q1: 4,392 shares; 2025Q2: 4,761 shares; 2025Q3: 7,726 shares; 2025Q4: 7,967 shares; 2026Q1: 8,019 shares 8,019 $605K <0.01% +52 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: 736 shares; 2025Q2: 939 shares; 2025Q3: 2,842 shares; 2025Q4: 2,811 shares; 2026Q1: 2,968 shares 2,968 $605K <0.01% +157 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,310 shares; 2025Q1: 4,504 shares; 2025Q2: 8,377 shares; 2025Q3: 8,118 shares; 2025Q4: 4,035 shares; 2026Q1: 6,956 shares 6,956 $604K <0.01% +2,921 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 55 shares; 2025Q2: 54 shares; 2025Q3: 63 shares; 2025Q4: 4,419 shares; 2026Q1: 4,946 shares 4,946 $601K <0.01% +527 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,669 shares; 2025Q1: 2,372 shares; 2025Q2: 2,692 shares; 2025Q3: 2,495 shares; 2025Q4: 9,283 shares; 2026Q1: 9,654 shares 9,654 $598K <0.01% +371 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,277 shares; 2025Q1: 7,617 shares; 2025Q2: 8,783 shares; 2025Q3: 8,263 shares; 2025Q4: 8,066 shares; 2026Q1: 8,613 shares 8,613 $597K <0.01% +547 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,292 shares; 2024Q4: 34,572 shares; 2025Q1: 35,706 shares; 2025Q2: 37,235 shares; 2025Q3: 39,599 shares; 2025Q4: 32,687 shares; 2026Q1: 34,615 shares 34,615 $597K <0.01% +1,928 Timeline IUSV 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: 5,543 shares; 2024Q4: 6,689 shares; 2025Q1: 5,832 shares; 2025Q2: 5,796 shares; 2025Q3: 6,121 shares; 2025Q4: 5,793 shares; 2026Q1: 5,794 shares 5,794 $592K <0.01% +1 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: 14,259 shares; 2024Q4: 13,489 shares; 2025Q1: 6,871 shares; 2025Q2: 6,802 shares; 2025Q3: 6,773 shares; 2025Q4: 4,194 shares; 2026Q1: 10,366 shares 10,366 $591K <0.01% +6,172 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,275 shares; 2025Q1: 2,053 shares; 2025Q2: 1,966 shares; 2025Q3: 2,147 shares; 2025Q4: 2,305 shares; 2026Q1: 2,316 shares 2,316 $588K <0.01% +11 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,492 shares; 2025Q1: 2,068 shares; 2025Q2: 2,127 shares; 2025Q3: 1,497 shares; 2025Q4: 1,537 shares; 2026Q1: 2,792 shares 2,792 $586K <0.01% +1,255 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 3,371 shares; 2025Q1: 3,336 shares; 2025Q2: 3,498 shares; 2025Q3: 3,577 shares; 2025Q4: 3,930 shares; 2026Q1: 5,956 shares 5,956 $582K <0.01% +2,026 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 5,625 shares; 2025Q1: 5,523 shares; 2025Q2: 5,738 shares; 2025Q3: 5,516 shares; 2025Q4: 5,215 shares; 2026Q1: 6,573 shares 6,573 $581K <0.01% +1,358 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 975 shares; 2025Q1: 967 shares; 2025Q2: 1,173 shares; 2025Q3: 3,444 shares; 2025Q4: 2,278 shares; 2026Q1: 3,293 shares 3,293 $578K <0.01% +1,015 Timeline DTI DRILLING TOOLS INTL CORP More: the full row for DRILLING TOOLS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,065 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 65,831 shares; 2025Q4: 102,691 shares; 2026Q1: 133,342 shares 133,342 $577K <0.01% +30,651 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,626 shares; 2025Q1: 1,762 shares; 2025Q2: 2,778 shares; 2025Q3: 2,202 shares; 2025Q4: 2,115 shares; 2026Q1: 2,801 shares 2,801 $577K <0.01% +686 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 707 shares; 2025Q2: 729 shares; 2025Q3: 1,116 shares; 2025Q4: 1,110 shares; 2026Q1: 1,518 shares 1,518 $577K <0.01% +408 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: not reported; 2024Q4: 16 shares; 2025Q1: 57 shares; 2025Q2: 102 shares; 2025Q3: 44 shares; 2025Q4: 27 shares; 2026Q1: 1,760 shares 1,760 $573K <0.01% +1,733 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 2,210 shares; 2025Q1: 2,474 shares; 2025Q2: 2,718 shares; 2025Q3: 2,954 shares; 2025Q4: 2,808 shares; 2026Q1: 3,277 shares 3,277 $572K <0.01% +469 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 135 shares; 2025Q2: 371 shares; 2025Q3: 7,343 shares; 2025Q4: 7,148 shares; 2026Q1: 7,161 shares 7,161 $572K <0.01% +13 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,198 shares; 2025Q2: 1,455 shares; 2025Q3: 1,012 shares; 2025Q4: 924 shares; 2026Q1: 1,471 shares 1,471 $571K <0.01% +547 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: 22,845 shares; 2024Q4: 13,314 shares; 2025Q1: 13,314 shares; 2025Q2: 16,158 shares; 2025Q3: 15,557 shares; 2025Q4: 14,097 shares; 2026Q1: 14,097 shares 14,097 $571K <0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,475 shares; 2024Q4: 6,503 shares; 2025Q1: 6,503 shares; 2025Q2: 3,296 shares; 2025Q3: 3,266 shares; 2025Q4: 3,266 shares; 2026Q1: 3,270 shares 3,270 $568K <0.01% +4 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,237 shares; 2025Q2: 1,211 shares; 2025Q3: 5,091 shares; 2025Q4: 5,074 shares; 2026Q1: 5,519 shares 5,519 $565K <0.01% +445 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: not reported; 2024Q4: 308 shares; 2025Q1: 300 shares; 2025Q2: 314 shares; 2025Q3: 323 shares; 2025Q4: 363 shares; 2026Q1: 2,465 shares 2,465 $563K <0.01% +2,102 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,384 shares; 2025Q1: 1,391 shares; 2025Q2: 2,217 shares; 2025Q3: 1,616 shares; 2025Q4: 1,637 shares; 2026Q1: 5,356 shares 5,356 $563K <0.01% +3,719 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,544 shares; 2025Q1: 4,491 shares; 2025Q2: 3,976 shares; 2025Q3: 4,765 shares; 2025Q4: 5,002 shares; 2026Q1: 6,384 shares 6,384 $559K <0.01% +1,382 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280 shares; 2025Q1: 163 shares; 2025Q2: 328 shares; 2025Q3: 127 shares; 2025Q4: 428 shares; 2026Q1: 4,242 shares 4,242 $559K <0.01% +3,814 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 1,098 shares; 2025Q4: 3,566 shares; 2026Q1: 72,843 shares 72,843 $559K <0.01% +69,277 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,161 shares; 2025Q1: 2,020 shares; 2025Q2: 2,056 shares; 2025Q3: 2,133 shares; 2025Q4: 2,180 shares; 2026Q1: 2,791 shares 2,791 $558K <0.01% +611 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 16,110 shares; 2025Q1: 16,110 shares; 2025Q2: 16,110 shares; 2025Q3: 16,110 shares; 2025Q4: 16,110 shares; 2026Q1: 16,110 shares 16,110 $554K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 493 shares; 2025Q1: 488 shares; 2025Q2: 225 shares; 2025Q3: 154 shares; 2025Q4: 160 shares; 2026Q1: 1,154 shares 1,154 $554K <0.01% +994 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,878 shares; 2024Q4: 13,559 shares; 2025Q1: 13,587 shares; 2025Q2: 14,137 shares; 2025Q3: 11,628 shares; 2025Q4: 12,097 shares; 2026Q1: 12,771 shares 12,771 $551K <0.01% +674 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,689 shares; 2025Q1: 2,572 shares; 2025Q2: 2,222 shares; 2025Q3: 1,903 shares; 2025Q4: 1,699 shares; 2026Q1: 3,597 shares 3,597 $551K <0.01% +1,898 Timeline GOCT 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: 7,000 shares; 2025Q1: 5,729 shares; 2025Q2: 5,586 shares; 2025Q3: 1,036 shares; 2025Q4: 17,668 shares; 2026Q1: 14,202 shares 14,202 $549K <0.01% -3,466 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: not reported; 2024Q4: 774 shares; 2025Q1: 752 shares; 2025Q2: 692 shares; 2025Q3: 5,031 shares; 2025Q4: 3,528 shares; 2026Q1: 4,861 shares 4,861 $548K <0.01% +1,333 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 829 shares; 2025Q1: 255 shares; 2025Q2: 247 shares; 2025Q3: 238 shares; 2025Q4: 3,217 shares; 2026Q1: 2,804 shares 2,804 $548K <0.01% -413 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,218 shares; 2024Q4: 23,246 shares; 2025Q1: 26,699 shares; 2025Q2: 18,146 shares; 2025Q3: 16,244 shares; 2025Q4: 7,329 shares; 2026Q1: 7,217 shares 7,217 $544K <0.01% -112 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,397 shares; 2025Q1: 5,397 shares; 2025Q2: 5,397 shares; 2025Q3: 5,397 shares; 2025Q4: 16,836 shares; 2026Q1: 15,956 shares 15,956 $543K <0.01% -880 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: 17,676 shares; 2024Q4: 17,579 shares; 2025Q1: 17,496 shares; 2025Q2: 17,308 shares; 2025Q3: 17,985 shares; 2025Q4: 15,979 shares; 2026Q1: 22,254 shares 22,254 $541K <0.01% +6,275 Timeline IOO 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: 3,957 shares; 2025Q1: 4,181 shares; 2025Q2: 4,181 shares; 2025Q3: 3,957 shares; 2025Q4: 4,461 shares; 2026Q1: 4,461 shares 4,461 $540K <0.01% 0 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 7,856 shares; 2025Q1: 7,856 shares; 2025Q2: 7,856 shares; 2025Q3: 7,856 shares; 2025Q4: 7,856 shares; 2026Q1: 7,856 shares 7,856 $539K <0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,582 shares; 2024Q4: 21,582 shares; 2025Q1: 21,337 shares; 2025Q2: 21,139 shares; 2025Q3: 21,049 shares; 2025Q4: 23,877 shares; 2026Q1: 24,505 shares 24,505 $538K <0.01% +628 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 324 shares; 2025Q1: 356 shares; 2025Q2: 452 shares; 2025Q3: 353 shares; 2025Q4: 254 shares; 2026Q1: 765 shares 765 $538K <0.01% +511 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 7,069 shares; 2025Q1: 6,848 shares; 2025Q2: 7,366 shares; 2025Q3: 8,377 shares; 2025Q4: 6,930 shares; 2026Q1: 6,821 shares 6,821 $537K <0.01% -109 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,541 shares; 2025Q1: 2,536 shares; 2025Q2: 2,562 shares; 2025Q3: 2,608 shares; 2025Q4: 2,778 shares; 2026Q1: 3,222 shares 3,222 $535K <0.01% +444 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,126 shares; 2025Q1: 2,139 shares; 2025Q2: 2,206 shares; 2025Q3: 2,088 shares; 2025Q4: 2,025 shares; 2026Q1: 2,211 shares 2,211 $535K <0.01% +186 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 10,855 shares; 2025Q4: 10,140 shares; 2026Q1: 10,397 shares 10,397 $534K <0.01% +257 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,533 shares; 2025Q1: 13,933 shares; 2025Q2: 13,421 shares; 2025Q3: 12,062 shares; 2025Q4: 10,587 shares; 2026Q1: 10,537 shares 10,537 $534K <0.01% -50 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,920 shares; 2025Q1: 3,803 shares; 2025Q2: 3,797 shares; 2025Q3: 3,791 shares; 2025Q4: 3,971 shares; 2026Q1: 4,176 shares 4,176 $532K <0.01% +205 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,696 shares; 2024Q4: 9,659 shares; 2025Q1: 9,692 shares; 2025Q2: 9,665 shares; 2025Q3: 9,663 shares; 2025Q4: 9,567 shares; 2026Q1: 9,444 shares 9,444 $531K <0.01% -123 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,225 shares; 2024Q4: 15,887 shares; 2025Q1: 13,791 shares; 2025Q2: 11,794 shares; 2025Q3: 11,806 shares; 2025Q4: 12,388 shares; 2026Q1: 8,895 shares 8,895 $530K <0.01% -3,493 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 5,508 shares; 2026Q1: 5,757 shares 5,757 $524K <0.01% +249 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 9,188 shares; 2025Q1: 9,085 shares; 2025Q2: 9,348 shares; 2025Q3: 11,791 shares; 2025Q4: 11,930 shares; 2026Q1: 11,518 shares 11,518 $524K <0.01% -412 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 7,211 shares; 2025Q1: 7,237 shares; 2025Q2: 7,274 shares; 2025Q3: 7,316 shares; 2025Q4: 7,383 shares; 2026Q1: 7,414 shares 7,414 $519K <0.01% +31 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,097 shares; 2025Q3: 10,712 shares; 2025Q4: 13,001 shares; 2026Q1: 16,438 shares 16,438 $519K <0.01% +3,437 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 3,833 shares; 2025Q1: 3,780 shares; 2025Q2: 3,898 shares; 2025Q3: 3,835 shares; 2025Q4: 3,908 shares; 2026Q1: 4,103 shares 4,103 $516K <0.01% +195 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,877 shares; 2025Q1: 1,875 shares; 2025Q2: 1,933 shares; 2025Q3: 1,880 shares; 2025Q4: 1,902 shares; 2026Q1: 3,014 shares 3,014 $515K <0.01% +1,112 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 7,478 shares; 2025Q1: 8,443 shares; 2025Q2: 7,212 shares; 2025Q3: 12,444 shares; 2025Q4: 12,444 shares; 2026Q1: 13,745 shares 13,745 $515K <0.01% +1,301 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,071 shares; 2026Q1: 1,072 shares 1,072 $511K <0.01% +1 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,518 shares; 2025Q1: 1,409 shares; 2025Q2: 1,685 shares; 2025Q3: 2,275 shares; 2025Q4: 2,380 shares; 2026Q1: 7,136 shares 7,136 $510K <0.01% +4,756 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 3,887 shares; 2025Q1: 3,885 shares; 2025Q2: 4,825 shares; 2025Q3: 4,277 shares; 2025Q4: 4,544 shares; 2026Q1: 5,122 shares 5,122 $507K <0.01% +578 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 9,803 shares; 2025Q1: 9,803 shares; 2025Q2: 9,803 shares; 2025Q3: 9,803 shares; 2025Q4: 9,803 shares; 2026Q1: 9,578 shares 9,578 $506K <0.01% -225 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,378 shares; 2025Q1: 2,398 shares; 2025Q2: 3,385 shares; 2025Q3: 3,305 shares; 2025Q4: 3,391 shares; 2026Q1: 3,738 shares 3,738 $506K <0.01% +347 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,399 shares; 2025Q1: 11,237 shares; 2025Q2: 11,319 shares; 2025Q3: 11,699 shares; 2025Q4: 12,287 shares; 2026Q1: 10,121 shares 10,121 $505K <0.01% -2,166 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,831 shares; 2025Q1: 3,939 shares; 2025Q2: 4,150 shares; 2025Q3: 6,202 shares; 2025Q4: 5,095 shares; 2026Q1: 5,366 shares 5,366 $504K <0.01% +271 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 55 shares; 2025Q2: 99 shares; 2025Q3: 71 shares; 2025Q4: 91 shares; 2026Q1: 3,782 shares 3,782 $504K <0.01% +3,691 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 2,644 shares; 2025Q1: 3,081 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,844 shares; 2026Q1: 3,239 shares 3,239 $504K <0.01% +395 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4,564 shares; 2025Q4: 4,560 shares; 2026Q1: 4,560 shares 4,560 $503K <0.01% 0 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: 1,502 shares; 2024Q4: 1,424 shares; 2025Q1: 1,391 shares; 2025Q2: 1,424 shares; 2025Q3: 1,443 shares; 2025Q4: 1,988 shares; 2026Q1: 4,645 shares 4,645 $503K <0.01% +2,657 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 5,763 shares; 2025Q1: 5,469 shares; 2025Q2: 5,263 shares; 2025Q3: 8,996 shares; 2025Q4: 9,001 shares; 2026Q1: 9,691 shares 9,691 $502K <0.01% +690 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 2,716 shares; 2025Q4: 2,718 shares; 2026Q1: 5,333 shares 5,333 $501K <0.01% +2,615 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,045 shares; 2025Q3: 4,946 shares; 2025Q4: 4,672 shares; 2026Q1: 4,572 shares 4,572 $500K <0.01% -100 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 7,970 shares; 2025Q1: 8,578 shares; 2025Q2: 8,092 shares; 2025Q3: 8,020 shares; 2025Q4: 8,357 shares; 2026Q1: 9,872 shares 9,872 $500K <0.01% +1,515 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159 shares; 2025Q1: 160 shares; 2025Q2: 234 shares; 2025Q3: 6,972 shares; 2025Q4: 6,812 shares; 2026Q1: 7,563 shares 7,563 $499K <0.01% +751 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: 9,438 shares; 2024Q4: 9,185 shares; 2025Q1: 8,354 shares; 2025Q2: 8,668 shares; 2025Q3: 9,796 shares; 2025Q4: 8,666 shares; 2026Q1: 11,500 shares 11,500 $495K <0.01% +2,834 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: not reported; 2024Q4: 1,149 shares; 2025Q1: 1,184 shares; 2025Q2: 40,930 shares; 2025Q3: 47,511 shares; 2025Q4: 8,410 shares; 2026Q1: 10,620 shares 10,620 $493K <0.01% +2,210 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: 17,334 shares; 2024Q4: 19,728 shares; 2025Q1: 19,728 shares; 2025Q2: 19,838 shares; 2025Q3: 19,728 shares; 2025Q4: 19,819 shares; 2026Q1: 20,005 shares 20,005 $491K <0.01% +186 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,621 shares; 2025Q1: 1,458 shares; 2025Q2: 1,698 shares; 2025Q3: 1,379 shares; 2025Q4: 1,431 shares; 2026Q1: 2,219 shares 2,219 $491K <0.01% +788 Timeline