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: 17,960 shares; 2024Q4: 18,968 shares; 2025Q1: 19,824 shares; 2025Q2: 19,360 shares; 2025Q3: 19,530 shares; 2025Q4: 19,455 shares; 2026Q1: 19,590 shares 19,590 $1.67M 0.03% +135 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 10,707 shares; 2025Q1: 10,331 shares; 2025Q2: 8,946 shares; 2025Q3: 10,712 shares; 2025Q4: 10,532 shares; 2026Q1: 10,649 shares 10,649 $1.66M 0.03% +117 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 13,307 shares; 2025Q1: 8,641 shares; 2025Q2: 8,868 shares; 2025Q3: 8,899 shares; 2025Q4: 14,853 shares; 2026Q1: 25,345 shares 25,345 $1.65M 0.03% +10,492 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: 14,472 shares; 2024Q4: 20,643 shares; 2025Q1: 27,684 shares; 2025Q2: 20,333 shares; 2025Q3: 23,142 shares; 2025Q4: 24,633 shares; 2026Q1: 32,099 shares 32,099 $1.65M 0.03% +7,466 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: 16,498 shares; 2024Q4: 8,290 shares; 2025Q1: 9,008 shares; 2025Q2: 21,860 shares; 2025Q3: 24,600 shares; 2025Q4: 19,071 shares; 2026Q1: 19,025 shares 19,025 $1.65M 0.03% -46 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 11,195 shares; 2025Q1: 8,706 shares; 2025Q2: 6,393 shares; 2025Q3: 8,396 shares; 2025Q4: 11,002 shares; 2026Q1: 11,823 shares 11,823 $1.65M 0.03% +821 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 10,938 shares; 2025Q1: 11,807 shares; 2025Q2: 28,840 shares; 2025Q3: 31,076 shares; 2025Q4: 29,485 shares; 2026Q1: 24,858 shares 24,858 $1.65M 0.03% -4,627 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: 20,407 shares; 2024Q4: 19,092 shares; 2025Q1: 18,670 shares; 2025Q2: 19,003 shares; 2025Q3: 18,963 shares; 2025Q4: 18,186 shares; 2026Q1: 17,991 shares 17,991 $1.65M 0.03% -195 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: 4,574 shares; 2024Q4: 4,981 shares; 2025Q1: 4,770 shares; 2025Q2: 3,567 shares; 2025Q3: 4,242 shares; 2025Q4: 5,395 shares; 2026Q1: 5,383 shares 5,383 $1.64M 0.03% -12 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: 17,855 shares; 2024Q4: 12,323 shares; 2025Q1: 22,935 shares; 2025Q2: 59,278 shares; 2025Q3: 57,441 shares; 2025Q4: 46,159 shares; 2026Q1: 48,058 shares 48,058 $1.62M 0.03% +1,899 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: 834 shares; 2024Q4: 780 shares; 2025Q1: 988 shares; 2025Q2: 1,472 shares; 2025Q3: 1,532 shares; 2025Q4: 1,045 shares; 2026Q1: 1,170 shares 1,170 $1.61M 0.03% +125 Timeline SCHB 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: 28,322 shares; 2024Q4: 60,157 shares; 2025Q1: 65,464 shares; 2025Q2: 59,211 shares; 2025Q3: 57,650 shares; 2025Q4: 65,331 shares; 2026Q1: 64,223 shares 64,223 $1.61M 0.03% -1,108 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: 18,541 shares; 2024Q4: 17,168 shares; 2025Q1: 18,225 shares; 2025Q2: 17,633 shares; 2025Q3: 21,235 shares; 2025Q4: 22,455 shares; 2026Q1: 11,126 shares 11,126 $1.61M 0.03% -11,329 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,213 shares; 2025Q1: 2,133 shares; 2025Q2: 2,254 shares; 2025Q3: 2,604 shares; 2025Q4: 2,550 shares; 2026Q1: 2,607 shares 2,607 $1.61M 0.03% +57 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO 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: 168,292 shares; 2025Q4: 163,636 shares; 2026Q1: 143,682 shares 143,682 $1.61M 0.03% -19,954 Timeline HYLS 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: 5,720 shares; 2024Q4: 6,550 shares; 2025Q1: 6,210 shares; 2025Q2: 7,434 shares; 2025Q3: 8,493 shares; 2025Q4: 12,209 shares; 2026Q1: 39,531 shares 39,531 $1.6M 0.03% +27,322 Timeline FTCS 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: 21,913 shares; 2024Q4: 20,319 shares; 2025Q1: 19,305 shares; 2025Q2: 19,459 shares; 2025Q3: 18,011 shares; 2025Q4: 15,361 shares; 2026Q1: 17,277 shares 17,277 $1.6M 0.03% +1,916 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,082 shares; 2025Q3: 13,499 shares; 2025Q4: 36,779 shares; 2026Q1: 36,779 shares 36,779 $1.6M 0.03% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,151 shares; 2024Q4: 27,539 shares; 2025Q1: 28,637 shares; 2025Q2: 27,882 shares; 2025Q3: 32,088 shares; 2025Q4: 41,428 shares; 2026Q1: 42,507 shares 42,507 $1.59M 0.03% +1,079 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: 4,918 shares; 2024Q4: 5,075 shares; 2025Q1: 7,420 shares; 2025Q2: 9,258 shares; 2025Q3: 11,596 shares; 2025Q4: 19,261 shares; 2026Q1: 20,992 shares 20,992 $1.58M 0.03% +1,731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,332 shares; 2025Q4: 12,666 shares; 2026Q1: 18,161 shares 18,161 $1.57M 0.03% +5,495 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG 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: 8,147 shares; 2025Q3: 8,234 shares; 2025Q4: 8,113 shares; 2026Q1: 9,133 shares 9,133 $1.57M 0.03% +1,020 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: 7,882 shares; 2024Q4: 19,249 shares; 2025Q1: 24,649 shares; 2025Q2: 21,050 shares; 2025Q3: 17,905 shares; 2025Q4: 18,526 shares; 2026Q1: 24,546 shares 24,546 $1.56M 0.03% +6,020 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 10,287 shares; 2025Q1: 9,989 shares; 2025Q2: 13,090 shares; 2025Q3: 19,783 shares; 2025Q4: 20,891 shares; 2026Q1: 21,876 shares 21,876 $1.56M 0.03% +985 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: 16,483 shares; 2024Q4: 18,008 shares; 2025Q1: 23,384 shares; 2025Q2: 16,362 shares; 2025Q3: 13,875 shares; 2025Q4: 13,873 shares; 2026Q1: 13,147 shares 13,147 $1.56M 0.03% -726 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 5,295 shares; 2025Q1: 8,229 shares; 2025Q2: 8,914 shares; 2025Q3: 10,124 shares; 2025Q4: 10,844 shares; 2026Q1: 11,227 shares 11,227 $1.55M 0.03% +383 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,669 shares; 2025Q1: 4,677 shares; 2025Q2: 4,704 shares; 2025Q3: 5,217 shares; 2025Q4: 6,062 shares; 2026Q1: 4,741 shares 4,741 $1.55M 0.03% -1,321 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,697 shares; 2025Q1: 2,026 shares; 2025Q2: 1,921 shares; 2025Q3: 2,677 shares; 2025Q4: 2,523 shares; 2026Q1: 4,789 shares 4,789 $1.55M 0.03% +2,266 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,167 shares; 2026Q1: 68,654 shares 68,654 $1.54M 0.03% +10,487 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,210 shares; 2024Q4: 53,291 shares; 2025Q1: 45,039 shares; 2025Q2: 42,435 shares; 2025Q3: 41,170 shares; 2025Q4: 28,972 shares; 2026Q1: 26,592 shares 26,592 $1.54M 0.03% -2,380 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: 8,026 shares; 2024Q4: 16,299 shares; 2025Q1: 20,888 shares; 2025Q2: 21,917 shares; 2025Q3: 25,423 shares; 2025Q4: 30,182 shares; 2026Q1: 26,170 shares 26,170 $1.54M 0.03% -4,012 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,616 shares; 2024Q4: 21,484 shares; 2025Q1: 13,869 shares; 2025Q2: 11,551 shares; 2025Q3: 14,555 shares; 2025Q4: 20,386 shares; 2026Q1: 21,361 shares 21,361 $1.53M 0.03% +975 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,952 shares; 2025Q1: 4,886 shares; 2025Q2: 4,957 shares; 2025Q3: 4,973 shares; 2025Q4: 5,155 shares; 2026Q1: 5,131 shares 5,131 $1.53M 0.03% -24 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: 38,925 shares; 2024Q4: 40,496 shares; 2025Q1: 28,603 shares; 2025Q2: 28,849 shares; 2025Q3: 33,180 shares; 2025Q4: 32,519 shares; 2026Q1: 33,297 shares 33,297 $1.53M 0.03% +778 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 609 shares; 2025Q1: 425 shares; 2025Q2: 651 shares; 2025Q3: 842 shares; 2025Q4: 1,393 shares; 2026Q1: 1,394 shares 1,394 $1.52M 0.03% +1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 15,368 shares; 2025Q1: 17,454 shares; 2025Q2: 19,791 shares; 2025Q3: 19,274 shares; 2025Q4: 15,860 shares; 2026Q1: 15,663 shares 15,663 $1.52M 0.03% -197 Timeline NLR 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: 6,865 shares; 2025Q4: 10,956 shares; 2026Q1: 11,375 shares 11,375 $1.52M 0.03% +419 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: 7,967 shares; 2026Q1: 13,073 shares 13,073 $1.51M 0.03% +5,106 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,822 shares; 2024Q4: 41,264 shares; 2025Q1: 43,225 shares; 2025Q2: 22,454 shares; 2025Q3: 20,145 shares; 2025Q4: 20,124 shares; 2026Q1: 22,448 shares 22,448 $1.51M 0.03% +2,324 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: 12,933 shares; 2024Q4: 14,500 shares; 2025Q1: 15,193 shares; 2025Q2: 19,980 shares; 2025Q3: 43,086 shares; 2025Q4: 43,426 shares; 2026Q1: 39,439 shares 39,439 $1.51M 0.03% -3,987 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,567 shares; 2024Q4: 34,645 shares; 2025Q1: 34,555 shares; 2025Q2: 33,182 shares; 2025Q3: 35,953 shares; 2025Q4: 42,416 shares; 2026Q1: 42,589 shares 42,589 $1.5M 0.03% +173 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: 7,501 shares; 2024Q4: 8,022 shares; 2025Q1: 2,210 shares; 2025Q2: 2,634 shares; 2025Q3: 18,981 shares; 2025Q4: 11,185 shares; 2026Q1: 10,939 shares 10,939 $1.49M 0.03% -246 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,101 shares; 2024Q4: 25,609 shares; 2025Q1: 26,120 shares; 2025Q2: 27,530 shares; 2025Q3: 27,197 shares; 2025Q4: 28,110 shares; 2026Q1: 27,952 shares 27,952 $1.49M 0.03% -158 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,988 shares; 2025Q2: 54,464 shares; 2025Q3: 54,756 shares; 2025Q4: 51,881 shares; 2026Q1: 52,587 shares 52,587 $1.49M 0.03% +706 Timeline VGSH 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: 24,577 shares; 2024Q4: 32,171 shares; 2025Q1: 31,068 shares; 2025Q2: 32,571 shares; 2025Q3: 14,679 shares; 2025Q4: 23,129 shares; 2026Q1: 25,265 shares 25,265 $1.48M 0.03% +2,136 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 5,156 shares; 2025Q1: 4,272 shares; 2025Q2: 3,582 shares; 2025Q3: 4,118 shares; 2025Q4: 4,462 shares; 2026Q1: 4,986 shares 4,986 $1.48M 0.03% +524 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 7,641 shares; 2025Q1: 7,795 shares; 2025Q2: 8,304 shares; 2025Q3: 9,835 shares; 2025Q4: 12,188 shares; 2026Q1: 17,639 shares 17,639 $1.48M 0.03% +5,451 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: 19,517 shares; 2024Q4: 19,138 shares; 2025Q1: 17,959 shares; 2025Q2: 20,129 shares; 2025Q3: 34,463 shares; 2025Q4: 34,006 shares; 2026Q1: 35,532 shares 35,532 $1.46M 0.03% +1,526 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: 3,406 shares; 2024Q4: 5,742 shares; 2025Q1: 1,779 shares; 2025Q2: 1,822 shares; 2025Q3: 2,150 shares; 2025Q4: 2,335 shares; 2026Q1: 3,265 shares 3,265 $1.46M 0.03% +930 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,826 shares; 2025Q1: 8,993 shares; 2025Q2: 4,633 shares; 2025Q3: 4,582 shares; 2025Q4: 4,745 shares; 2026Q1: 4,237 shares 4,237 $1.46M 0.03% -508 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,393 shares; 2025Q4: 24,399 shares; 2026Q1: 21,034 shares 21,034 $1.45M 0.03% -3,365 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 3,924 shares; 2025Q1: 4,474 shares; 2025Q2: 4,334 shares; 2025Q3: 4,851 shares; 2025Q4: 4,993 shares; 2026Q1: 5,053 shares 5,053 $1.45M 0.03% +60 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: 8,272 shares; 2025Q1: 8,022 shares; 2025Q2: 8,151 shares; 2025Q3: 8,745 shares; 2025Q4: 8,484 shares; 2026Q1: 19,923 shares 19,923 $1.45M 0.03% +11,439 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 8,309 shares; 2025Q1: 11,151 shares; 2025Q2: 9,588 shares; 2025Q3: 9,583 shares; 2025Q4: 9,336 shares; 2026Q1: 12,635 shares 12,635 $1.44M 0.03% +3,299 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 23,982 shares; 2025Q1: 21,293 shares; 2025Q2: 19,623 shares; 2025Q3: 16,885 shares; 2025Q4: 17,352 shares; 2026Q1: 15,492 shares 15,492 $1.43M 0.03% -1,860 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: 5,966 shares; 2024Q4: 4,841 shares; 2025Q1: 6,315 shares; 2025Q2: 6,641 shares; 2025Q3: 6,145 shares; 2025Q4: 4,033 shares; 2026Q1: 5,031 shares 5,031 $1.43M 0.03% +998 Timeline IWP 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: 4,247 shares; 2024Q4: 4,125 shares; 2025Q1: 3,181 shares; 2025Q2: 3,134 shares; 2025Q3: 3,439 shares; 2025Q4: 11,036 shares; 2026Q1: 11,061 shares 11,061 $1.42M 0.03% +25 Timeline XLI 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: 10,344 shares; 2024Q4: 10,290 shares; 2025Q1: 9,856 shares; 2025Q2: 8,240 shares; 2025Q3: 9,103 shares; 2025Q4: 8,783 shares; 2026Q1: 8,761 shares 8,761 $1.42M 0.03% -22 Timeline FCAL 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: 8,100 shares; 2024Q4: 13,600 shares; 2025Q1: 14,280 shares; 2025Q2: 34,875 shares; 2025Q3: 29,875 shares; 2025Q4: 28,875 shares; 2026Q1: 28,695 shares 28,695 $1.4M 0.03% -180 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,263 shares; 2025Q2: 23,601 shares; 2025Q3: 22,361 shares; 2025Q4: 30,528 shares; 2026Q1: 34,944 shares 34,944 $1.4M 0.03% +4,416 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 2,290 shares; 2025Q1: 2,224 shares; 2025Q2: 1,630 shares; 2025Q3: 2,160 shares; 2025Q4: 8,061 shares; 2026Q1: 9,800 shares 9,800 $1.4M 0.03% +1,739 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,285 shares; 2024Q4: 39,187 shares; 2025Q1: 38,694 shares; 2025Q2: 44,716 shares; 2025Q3: 54,398 shares; 2025Q4: 55,524 shares; 2026Q1: 60,257 shares 60,257 $1.39M 0.03% +4,733 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: 9,442 shares; 2024Q4: 9,621 shares; 2025Q1: 11,139 shares; 2025Q2: 15,104 shares; 2025Q3: 26,338 shares; 2025Q4: 26,754 shares; 2026Q1: 27,451 shares 27,451 $1.39M 0.03% +697 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,766 shares; 2025Q1: 1,894 shares; 2025Q2: 2,087 shares; 2025Q3: 2,702 shares; 2025Q4: 6,406 shares; 2026Q1: 5,790 shares 5,790 $1.39M 0.03% -616 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,174 shares; 2026Q1: 4,683 shares 4,683 $1.38M 0.03% -2,491 Timeline XMMO 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: 2,201 shares; 2024Q4: 3,023 shares; 2025Q1: 7,917 shares; 2025Q2: 7,512 shares; 2025Q3: 11,156 shares; 2025Q4: 10,723 shares; 2026Q1: 9,495 shares 9,495 $1.38M 0.03% -1,228 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,324 shares; 2025Q3: 20,915 shares; 2025Q4: 20,503 shares; 2026Q1: 21,095 shares 21,095 $1.35M 0.03% +592 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 8,081 shares; 2025Q1: 5,096 shares; 2025Q2: 5,760 shares; 2025Q3: 5,195 shares; 2025Q4: 5,194 shares; 2026Q1: 6,416 shares 6,416 $1.35M 0.03% +1,222 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: 15,099 shares; 2024Q4: 15,385 shares; 2025Q1: 3,814 shares; 2025Q2: 13,116 shares; 2025Q3: 11,728 shares; 2025Q4: 25,546 shares; 2026Q1: 25,720 shares 25,720 $1.33M 0.03% +174 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,443 shares 19,443 $1.33M 0.03% new 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: 15,109 shares; 2024Q4: 25,336 shares; 2025Q1: 25,107 shares; 2025Q2: 23,903 shares; 2025Q3: 15,500 shares; 2025Q4: 19,126 shares; 2026Q1: 16,205 shares 16,205 $1.33M 0.03% -2,921 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 2,459 shares; 2025Q1: 2,571 shares; 2025Q2: 12,797 shares; 2025Q3: 12,227 shares; 2025Q4: 8,764 shares; 2026Q1: 4,889 shares 4,889 $1.32M 0.03% -3,875 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,224 shares; 2026Q1: 35,599 shares 35,599 $1.32M 0.03% +375 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 5,306 shares; 2025Q1: 6,584 shares; 2025Q2: 7,908 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,311 shares 16,311 $1.31M 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: 7,183 shares; 2025Q3: 6,349 shares; 2025Q4: 5,092 shares; 2026Q1: 19,785 shares 19,785 $1.31M 0.03% +14,693 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: 12,843 shares; 2024Q4: 14,818 shares; 2025Q1: 14,118 shares; 2025Q2: 12,924 shares; 2025Q3: 12,907 shares; 2025Q4: 13,585 shares; 2026Q1: 13,666 shares 13,666 $1.31M 0.03% +81 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: 5,759 shares; 2024Q4: 5,973 shares; 2025Q1: 9,384 shares; 2025Q2: 11,072 shares; 2025Q3: 24,190 shares; 2025Q4: 25,611 shares; 2026Q1: 26,690 shares 26,690 $1.31M 0.03% +1,079 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,538 shares; 2025Q4: 9,647 shares; 2026Q1: 9,376 shares 9,376 $1.3M 0.03% -271 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,713 shares; 2025Q1: 2,704 shares; 2025Q2: 2,782 shares; 2025Q3: 2,743 shares; 2025Q4: 2,814 shares; 2026Q1: 2,810 shares 2,810 $1.3M 0.03% -4 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: 13,646 shares; 2024Q4: 11,941 shares; 2025Q1: 13,183 shares; 2025Q2: 13,259 shares; 2025Q3: 12,875 shares; 2025Q4: 13,181 shares; 2026Q1: 13,862 shares 13,862 $1.3M 0.03% +681 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: 4,680 shares; 2024Q4: 5,151 shares; 2025Q1: 5,353 shares; 2025Q2: 5,995 shares; 2025Q3: 7,286 shares; 2025Q4: 7,582 shares; 2026Q1: 24,633 shares 24,633 $1.3M 0.03% +17,051 Timeline DSI 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: 12,308 shares; 2024Q4: 11,449 shares; 2025Q1: 11,593 shares; 2025Q2: 12,436 shares; 2025Q3: 11,855 shares; 2025Q4: 11,598 shares; 2026Q1: 10,689 shares 10,689 $1.3M 0.03% -909 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: 66,302 shares; 2024Q4: 59,541 shares; 2025Q1: 62,013 shares; 2025Q2: 58,240 shares; 2025Q3: 61,022 shares; 2025Q4: 60,377 shares; 2026Q1: 56,738 shares 56,738 $1.29M 0.03% -3,639 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: 2,603 shares; 2024Q4: 2,372 shares; 2025Q1: 2,098 shares; 2025Q2: 12,542 shares; 2025Q3: 12,644 shares; 2025Q4: 12,300 shares; 2026Q1: 12,969 shares 12,969 $1.29M 0.03% +669 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: 21,659 shares; 2024Q4: 20,297 shares; 2025Q1: 21,397 shares; 2025Q2: 21,350 shares; 2025Q3: 22,847 shares; 2025Q4: 19,317 shares; 2026Q1: 27,307 shares 27,307 $1.28M 0.03% +7,990 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 10,293 shares; 2025Q1: 8,655 shares; 2025Q2: 7,197 shares; 2025Q3: 8,392 shares; 2025Q4: 8,321 shares; 2026Q1: 10,584 shares 10,584 $1.28M 0.03% +2,263 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: 45,269 shares; 2024Q4: 47,308 shares; 2025Q1: 52,234 shares; 2025Q2: 91,275 shares; 2025Q3: 105,395 shares; 2025Q4: 108,669 shares; 2026Q1: 111,148 shares 111,148 $1.28M 0.03% +2,479 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 15,745 shares; 2025Q1: 16,065 shares; 2025Q2: 15,231 shares; 2025Q3: 19,827 shares; 2025Q4: 20,176 shares; 2026Q1: 22,298 shares 22,298 $1.27M 0.03% +2,122 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,581 shares; 2025Q4: 17,820 shares; 2026Q1: 21,059 shares 21,059 $1.27M 0.03% +3,239 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: 13,303 shares; 2024Q4: 13,433 shares; 2025Q1: 13,808 shares; 2025Q2: 20,328 shares; 2025Q3: 21,755 shares; 2025Q4: 22,318 shares; 2026Q1: 27,120 shares 27,120 $1.27M 0.03% +4,802 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 7,207 shares; 2025Q1: 6,927 shares; 2025Q2: 14,351 shares; 2025Q3: 14,940 shares; 2025Q4: 9,436 shares; 2026Q1: 14,829 shares 14,829 $1.26M 0.03% +5,393 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,955 shares; 2025Q2: 6,037 shares; 2025Q3: 3,967 shares; 2025Q4: 3,713 shares; 2026Q1: 8,296 shares 8,296 $1.26M 0.03% +4,583 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 29,929 shares; 2026Q1: 37,605 shares 37,605 $1.25M 0.03% +7,676 Timeline FLRT 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: 12,450 shares; 2024Q4: 12,450 shares; 2025Q1: 12,450 shares; 2025Q2: 12,450 shares; 2025Q3: 28,075 shares; 2025Q4: 29,595 shares; 2026Q1: 27,045 shares 27,045 $1.25M 0.03% -2,550 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,591 shares; 2025Q4: 9,867 shares; 2026Q1: 22,332 shares 22,332 $1.25M 0.03% +12,465 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,236 shares; 2025Q1: 3,914 shares; 2025Q2: 4,063 shares; 2025Q3: 4,695 shares; 2025Q4: 5,045 shares; 2026Q1: 4,853 shares 4,853 $1.25M 0.03% -192 Timeline REMX 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: 8,764 shares; 2026Q1: 14,122 shares 14,122 $1.24M 0.02% +5,358 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: not reported; 2025Q1: not reported; 2025Q2: 4,407 shares; 2025Q3: 32,967 shares; 2025Q4: 63,030 shares; 2026Q1: 13,195 shares 13,195 $1.24M 0.02% -49,835 Timeline FDN 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: 5,289 shares; 2024Q4: 5,322 shares; 2025Q1: 5,065 shares; 2025Q2: 5,449 shares; 2025Q3: 5,222 shares; 2025Q4: 5,157 shares; 2026Q1: 5,293 shares 5,293 $1.24M 0.02% +136 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 19,272 shares; 2025Q1: 17,352 shares; 2025Q2: 32,629 shares; 2025Q3: 21,040 shares; 2025Q4: 20,408 shares; 2026Q1: 18,980 shares 18,980 $1.24M 0.02% -1,428 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 2,599 shares; 2025Q1: 4,625 shares; 2025Q2: 4,151 shares; 2025Q3: 5,339 shares; 2025Q4: 4,337 shares; 2026Q1: 4,587 shares 4,587 $1.22M 0.02% +250 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,001 shares; 2024Q4: 46,121 shares; 2025Q1: 44,121 shares; 2025Q2: 43,921 shares; 2025Q3: 43,521 shares; 2025Q4: 40,321 shares; 2026Q1: 36,321 shares 36,321 $1.22M 0.02% -4,000 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,646 shares; 2024Q4: 42,898 shares; 2025Q1: 53,126 shares; 2025Q2: 55,769 shares; 2025Q3: 55,856 shares; 2025Q4: 68,069 shares; 2026Q1: 70,426 shares 70,426 $1.21M 0.02% +2,357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,115 shares; 2026Q1: 25,635 shares 25,635 $1.2M 0.02% +1,520 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,745 shares; 2025Q3: 28,545 shares; 2025Q4: 29,354 shares; 2026Q1: 28,069 shares 28,069 $1.19M 0.02% -1,285 Timeline IWM 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: 6,639 shares; 2024Q4: 6,745 shares; 2025Q1: 4,072 shares; 2025Q2: 2,884 shares; 2025Q3: 5,122 shares; 2025Q4: 5,997 shares; 2026Q1: 4,783 shares 4,783 $1.19M 0.02% -1,214 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: 6,536 shares; 2024Q4: 6,986 shares; 2025Q1: 9,617 shares; 2025Q2: 3,189 shares; 2025Q3: 4,020 shares; 2025Q4: 4,091 shares; 2026Q1: 4,244 shares 4,244 $1.17M 0.02% +153 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: not reported; 2024Q4: 2,520 shares; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,988 shares; 2025Q4: 3,694 shares; 2026Q1: 9,212 shares 9,212 $1.17M 0.02% +5,518 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: not reported; 2024Q4: 2,798 shares; 2025Q1: 2,760 shares; 2025Q2: 2,721 shares; 2025Q3: 9,565 shares; 2025Q4: 8,393 shares; 2026Q1: 7,971 shares 7,971 $1.17M 0.02% -422 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,709 shares; 2024Q4: 11,868 shares; 2025Q1: 11,382 shares; 2025Q2: 28,209 shares; 2025Q3: 29,178 shares; 2025Q4: 31,639 shares; 2026Q1: 40,533 shares 40,533 $1.16M 0.02% +8,894 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,041 shares; 2025Q1: 8,452 shares; 2025Q2: 8,918 shares; 2025Q3: 10,629 shares; 2025Q4: 49,212 shares; 2026Q1: 27,979 shares 27,979 $1.16M 0.02% -21,233 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 4,608 shares; 2025Q3: 10,113 shares; 2025Q4: 10,672 shares; 2026Q1: 11,178 shares 11,178 $1.16M 0.02% +506 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 17,289 shares 17,289 $1.16M 0.02% new Timeline SPYH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,402 shares; 2026Q1: 22,004 shares 22,004 $1.16M 0.02% +10,602 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,253 shares; 2026Q1: 18,711 shares 18,711 $1.16M 0.02% +458 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,990 shares; 2025Q2: 7,990 shares; 2025Q3: 7,990 shares; 2025Q4: 8,190 shares; 2026Q1: 8,090 shares 8,090 $1.16M 0.02% -100 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,042 shares; 2025Q2: 15,867 shares; 2025Q3: 18,408 shares; 2025Q4: 21,466 shares; 2026Q1: 25,193 shares 25,193 $1.16M 0.02% +3,727 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 8,954 shares; 2025Q1: 9,951 shares; 2025Q2: 9,711 shares; 2025Q3: 11,736 shares; 2025Q4: 10,376 shares; 2026Q1: 10,525 shares 10,525 $1.15M 0.02% +149 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,640 shares; 2026Q1: 46,450 shares 46,450 $1.15M 0.02% +1,810 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,233 shares; 2024Q4: 14,968 shares; 2025Q1: 11,283 shares; 2025Q2: 10,420 shares; 2025Q3: 12,186 shares; 2025Q4: 14,171 shares; 2026Q1: 23,026 shares 23,026 $1.15M 0.02% +8,855 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,515 shares; 2025Q3: 27,160 shares; 2025Q4: 26,915 shares; 2026Q1: 27,481 shares 27,481 $1.15M 0.02% +566 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,711 shares; 2025Q1: 1,919 shares; 2025Q2: 2,174 shares; 2025Q3: 2,404 shares; 2025Q4: 4,178 shares; 2026Q1: 4,302 shares 4,302 $1.14M 0.02% +124 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,520 shares 35,520 $1.14M 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: 3,746 shares; 2025Q3: 3,975 shares; 2025Q4: 3,801 shares; 2026Q1: 3,694 shares 3,694 $1.12M 0.02% -107 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 3,593 shares; 2026Q1: 4,695 shares 4,695 $1.12M 0.02% +1,102 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: 11,439 shares; 2024Q4: 13,436 shares; 2025Q1: 18,922 shares; 2025Q2: 16,512 shares; 2025Q3: 18,119 shares; 2025Q4: 21,189 shares; 2026Q1: 20,199 shares 20,199 $1.11M 0.02% -990 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: not reported; 2024Q4: 2,965 shares; 2025Q1: 2,066 shares; 2025Q2: not reported; 2025Q3: 10,764 shares; 2025Q4: 9,875 shares; 2026Q1: 10,426 shares 10,426 $1.11M 0.02% +551 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,501 shares; 2024Q4: 16,777 shares; 2025Q1: 13,302 shares; 2025Q2: 15,199 shares; 2025Q3: 19,182 shares; 2025Q4: 22,470 shares; 2026Q1: 22,019 shares 22,019 $1.11M 0.02% -451 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,347 shares; 2025Q4: not reported; 2026Q1: 22,786 shares 22,786 $1.1M 0.02% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,294 shares; 2025Q2: not reported; 2025Q3: 5,965 shares; 2025Q4: 9,883 shares; 2026Q1: 16,164 shares 16,164 $1.1M 0.02% +6,281 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: 344,599 shares; 2024Q4: 338,198 shares; 2025Q1: 71,652 shares; 2025Q2: 69,935 shares; 2025Q3: 51,496 shares; 2025Q4: 48,951 shares; 2026Q1: 48,936 shares 48,936 $1.1M 0.02% -15 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: 1,109 shares; 2025Q1: 1,365 shares; 2025Q2: 2,022 shares; 2025Q3: 2,796 shares; 2025Q4: 3,258 shares; 2026Q1: 2,880 shares 2,880 $1.09M 0.02% -378 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 9,948 shares; 2025Q1: 7,719 shares; 2025Q2: 9,236 shares; 2025Q3: 10,256 shares; 2025Q4: 7,440 shares; 2026Q1: 6,907 shares 6,907 $1.09M 0.02% -533 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 4,065 shares; 2025Q1: 3,827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,611 shares; 2026Q1: 9,252 shares 9,252 $1.08M 0.02% +5,641 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,399 shares; 2025Q4: 14,088 shares; 2026Q1: 15,568 shares 15,568 $1.08M 0.02% +1,480 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,569 shares; 2026Q1: 10,827 shares 10,827 $1.08M 0.02% +258 Timeline VHT 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: 7,104 shares; 2024Q4: 7,810 shares; 2025Q1: 7,173 shares; 2025Q2: 6,389 shares; 2025Q3: 3,915 shares; 2025Q4: 3,693 shares; 2026Q1: 3,969 shares 3,969 $1.08M 0.02% +276 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: not reported; 2024Q4: 9,938 shares; 2025Q1: 8,949 shares; 2025Q2: 13,548 shares; 2025Q3: 13,201 shares; 2025Q4: 10,098 shares; 2026Q1: 13,414 shares 13,414 $1.07M 0.02% +3,316 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 13,769 shares; 2025Q1: 10,549 shares; 2025Q2: 9,767 shares; 2025Q3: 9,467 shares; 2025Q4: 8,793 shares; 2026Q1: 8,418 shares 8,418 $1.07M 0.02% -375 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 6,576 shares; 2025Q4: 7,423 shares; 2026Q1: 13,658 shares 13,658 $1.05M 0.02% +6,235 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 12,552 shares; 2025Q1: 6,481 shares; 2025Q2: 8,524 shares; 2025Q3: 10,806 shares; 2025Q4: 10,898 shares; 2026Q1: 10,753 shares 10,753 $1.05M 0.02% -145 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,881 shares; 2024Q4: 53,668 shares; 2025Q1: 6,888 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,717 shares; 2026Q1: 19,200 shares 19,200 $1.05M 0.02% +5,483 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,016 shares; 2025Q3: 14,515 shares; 2025Q4: 20,990 shares; 2026Q1: 42,905 shares 42,905 $1.05M 0.02% +21,915 Timeline IWB 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: 4,659 shares; 2024Q4: 3,542 shares; 2025Q1: 3,454 shares; 2025Q2: 3,173 shares; 2025Q3: 2,782 shares; 2025Q4: 2,849 shares; 2026Q1: 2,939 shares 2,939 $1.05M 0.02% +90 Timeline JMEE 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: 15,912 shares; 2024Q4: 15,900 shares; 2025Q1: 7,950 shares; 2025Q2: 8,083 shares; 2025Q3: 7,993 shares; 2025Q4: 9,805 shares; 2026Q1: 15,622 shares 15,622 $1.04M 0.02% +5,817 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: not reported; 2025Q1: not reported; 2025Q2: 3,280 shares; 2025Q3: 3,953 shares; 2025Q4: 3,524 shares; 2026Q1: 4,213 shares 4,213 $1.04M 0.02% +689 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,550 shares; 2024Q4: 72,263 shares; 2025Q1: 66,263 shares; 2025Q2: 64,263 shares; 2025Q3: 64,263 shares; 2025Q4: 39,403 shares; 2026Q1: 35,263 shares 35,263 $1.04M 0.02% -4,140 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: 10,085 shares; 2024Q4: 12,262 shares; 2025Q1: 15,197 shares; 2025Q2: 21,094 shares; 2025Q3: 24,833 shares; 2025Q4: 30,376 shares; 2026Q1: 26,470 shares 26,470 $1.03M 0.02% -3,906 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,663 shares 20,663 $1.03M 0.02% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,711 shares; 2026Q1: 23,911 shares 23,911 $1.03M 0.02% -5,800 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,308 shares; 2026Q1: 31,847 shares 31,847 $1.03M 0.02% +22,539 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,486 shares; 2025Q4: 11,403 shares; 2026Q1: 12,817 shares 12,817 $1.02M 0.02% +1,414 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: 27,057 shares; 2024Q4: 31,217 shares; 2025Q1: 30,415 shares; 2025Q2: 24,880 shares; 2025Q3: 18,678 shares; 2025Q4: 18,015 shares; 2026Q1: 18,361 shares 18,361 $1.01M 0.02% +346 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 2,105 shares; 2025Q1: 2,215 shares; 2025Q2: 2,136 shares; 2025Q3: not reported; 2025Q4: 1,624 shares; 2026Q1: 4,042 shares 4,042 $1.01M 0.02% +2,418 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,775 shares; 2026Q1: 45,460 shares 45,460 $1.01M 0.02% +29,685 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,193 shares; 2025Q1: 4,288 shares; 2025Q2: 3,352 shares; 2025Q3: 3,811 shares; 2025Q4: 3,729 shares; 2026Q1: 3,878 shares 3,878 $1.01M 0.02% +149 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 951 shares; 2025Q1: 920 shares; 2025Q2: 780 shares; 2025Q3: 4,828 shares; 2025Q4: 5,096 shares; 2026Q1: 2,534 shares 2,534 $1.01M 0.02% -2,562 Timeline SJNK 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: 100,955 shares; 2024Q4: 234,474 shares; 2025Q1: 66,194 shares; 2025Q2: 70,285 shares; 2025Q3: 82,606 shares; 2025Q4: 35,085 shares; 2026Q1: 40,287 shares 40,287 $1.01M 0.02% +5,202 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,541 shares; 2025Q2: 27,569 shares; 2025Q3: not reported; 2025Q4: 43,411 shares; 2026Q1: 41,429 shares 41,429 $1M 0.02% -1,982 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,637 shares 23,637 $1M 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,723 shares; 2025Q1: 3,330 shares; 2025Q2: 1,748 shares; 2025Q3: 1,879 shares; 2025Q4: 2,411 shares; 2026Q1: 2,239 shares 2,239 $995K 0.02% -172 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: 4,050 shares; 2024Q4: 7,180 shares; 2025Q1: 5,254 shares; 2025Q2: 5,168 shares; 2025Q3: 9,071 shares; 2025Q4: 9,938 shares; 2026Q1: 10,039 shares 10,039 $994K 0.02% +101 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: 15,600 shares; 2025Q4: 15,200 shares; 2026Q1: 19,700 shares 19,700 $994K 0.02% +4,500 Timeline HDV 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: 3,326 shares; 2024Q4: 3,263 shares; 2025Q1: 5,355 shares; 2025Q2: 3,610 shares; 2025Q3: 3,689 shares; 2025Q4: 3,637 shares; 2026Q1: 7,303 shares 7,303 $991K 0.02% +3,666 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 13,561 shares; 2025Q1: 13,674 shares; 2025Q2: 23,049 shares; 2025Q3: 26,853 shares; 2025Q4: 31,503 shares; 2026Q1: 42,383 shares 42,383 $984K 0.02% +10,880 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: 19,509 shares; 2024Q4: 19,115 shares; 2025Q1: 16,746 shares; 2025Q2: 15,775 shares; 2025Q3: 24,614 shares; 2025Q4: 18,421 shares; 2026Q1: 23,618 shares 23,618 $984K 0.02% +5,197 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,708 shares; 2025Q4: 25,461 shares; 2026Q1: 25,314 shares 25,314 $984K 0.02% -147 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 4,960 shares; 2025Q1: 6,289 shares; 2025Q2: 4,080 shares; 2025Q3: 7,528 shares; 2025Q4: 5,862 shares; 2026Q1: 6,790 shares 6,790 $982K 0.02% +928 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 5,158 shares; 2025Q3: 7,007 shares; 2025Q4: 9,681 shares; 2026Q1: 11,602 shares 11,602 $982K 0.02% +1,921 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,678 shares; 2024Q4: 8,128 shares; 2025Q1: 8,158 shares; 2025Q2: 8,278 shares; 2025Q3: 14,530 shares; 2025Q4: 15,314 shares; 2026Q1: 15,859 shares 15,859 $980K 0.02% +545 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 1,998 shares; 2025Q1: 1,760 shares; 2025Q2: 1,312 shares; 2025Q3: 1,739 shares; 2025Q4: 1,846 shares; 2026Q1: 2,266 shares 2,266 $980K 0.02% +420 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,413 shares; 2025Q3: 9,774 shares; 2025Q4: 36,528 shares; 2026Q1: 40,519 shares 40,519 $978K 0.02% +3,991 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,114 shares; 2025Q4: 8,338 shares; 2026Q1: 8,627 shares 8,627 $970K 0.02% +289 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: 15,676 shares; 2024Q4: 16,027 shares; 2025Q1: 14,025 shares; 2025Q2: 17,370 shares; 2025Q3: 18,267 shares; 2025Q4: 23,638 shares; 2026Q1: 21,330 shares 21,330 $970K 0.02% -2,308 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: 6,660 shares; 2024Q4: 6,733 shares; 2025Q1: 6,934 shares; 2025Q2: 7,390 shares; 2025Q3: 28,633 shares; 2025Q4: 18,737 shares; 2026Q1: 11,961 shares 11,961 $968K 0.02% -6,776 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,124 shares; 2024Q4: 6,376 shares; 2025Q1: 6,134 shares; 2025Q2: 16,967 shares; 2025Q3: 16,969 shares; 2025Q4: 16,968 shares; 2026Q1: 16,968 shares 16,968 $959K 0.02% 0 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: 10,410 shares; 2026Q1: 10,523 shares 10,523 $957K 0.02% +113 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,636 shares; 2024Q4: 10,668 shares; 2025Q1: 10,798 shares; 2025Q2: 10,590 shares; 2025Q3: 11,586 shares; 2025Q4: 25,498 shares; 2026Q1: 24,915 shares 24,915 $957K 0.02% -583 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,633 shares; 2024Q4: 19,959 shares; 2025Q1: 11,002 shares; 2025Q2: 10,762 shares; 2025Q3: 10,777 shares; 2025Q4: 10,785 shares; 2026Q1: 11,036 shares 11,036 $955K 0.02% +251 Timeline FNDF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,558 shares; 2025Q4: 17,388 shares; 2026Q1: 19,500 shares 19,500 $954K 0.02% +2,112 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 26,217 shares; 2025Q1: 10,355 shares; 2025Q2: 6,566 shares; 2025Q3: 15,297 shares; 2025Q4: 14,333 shares; 2026Q1: 14,664 shares 14,664 $953K 0.02% +331 Timeline XLC 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: 6,200 shares; 2024Q4: 6,499 shares; 2025Q1: 5,244 shares; 2025Q2: 6,248 shares; 2025Q3: 11,495 shares; 2025Q4: 9,703 shares; 2026Q1: 8,555 shares 8,555 $949K 0.02% -1,148 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: 2,406 shares; 2024Q4: 1,264 shares; 2025Q1: 1,271 shares; 2025Q2: 1,279 shares; 2025Q3: 3,495 shares; 2025Q4: 3,552 shares; 2026Q1: 4,585 shares 4,585 $948K 0.02% +1,033 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 857 shares; 2025Q1: 560 shares; 2025Q2: 573 shares; 2025Q3: 528 shares; 2025Q4: 476 shares; 2026Q1: 495 shares 495 $947K 0.02% +19 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: 3,372 shares; 2024Q4: 5,167 shares; 2025Q1: 9,220 shares; 2025Q2: 11,715 shares; 2025Q3: 12,447 shares; 2025Q4: 12,711 shares; 2026Q1: 12,450 shares 12,450 $946K 0.02% -261 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: 7,893 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,919 shares; 2026Q1: 3,487 shares 3,487 $943K 0.02% +568 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,682 shares; 2026Q1: 21,866 shares 21,866 $943K 0.02% +7,184 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: 7,291 shares; 2025Q1: 13,240 shares; 2025Q2: 14,098 shares; 2025Q3: 3,882 shares; 2025Q4: 11,157 shares; 2026Q1: 8,520 shares 8,520 $935K 0.02% -2,637 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 7,342 shares; 2025Q3: 7,506 shares; 2025Q4: 21,869 shares; 2026Q1: 25,399 shares 25,399 $935K 0.02% +3,530 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,948 shares; 2024Q4: 15,212 shares; 2025Q1: 14,118 shares; 2025Q2: 14,854 shares; 2025Q3: 20,166 shares; 2025Q4: 8,805 shares; 2026Q1: 9,660 shares 9,660 $932K 0.02% +855 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: 4,463 shares; 2024Q4: 4,159 shares; 2025Q1: 4,066 shares; 2025Q2: 7,679 shares; 2025Q3: 9,181 shares; 2025Q4: 8,551 shares; 2026Q1: 9,628 shares 9,628 $921K 0.02% +1,077 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: not reported; 2024Q4: 10,959 shares; 2025Q1: 7,756 shares; 2025Q2: 8,783 shares; 2025Q3: 11,276 shares; 2025Q4: 14,378 shares; 2026Q1: 24,460 shares 24,460 $919K 0.02% +10,082 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,201 shares; 2026Q1: 37,169 shares 37,169 $917K 0.02% +2,968 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 7,004 shares; 2025Q1: 46,333 shares; 2025Q2: 47,070 shares; 2025Q3: 42,500 shares; 2025Q4: 38,156 shares; 2026Q1: 16,317 shares 16,317 $911K 0.02% -21,839 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: 4,794 shares; 2024Q4: 5,235 shares; 2025Q1: 6,504 shares; 2025Q2: 6,422 shares; 2025Q3: 7,227 shares; 2025Q4: 7,047 shares; 2026Q1: 8,044 shares 8,044 $910K 0.02% +997 Timeline SCHX 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: 9,179 shares; 2024Q4: 29,210 shares; 2025Q1: 32,302 shares; 2025Q2: 28,848 shares; 2025Q3: 26,698 shares; 2025Q4: 25,846 shares; 2026Q1: 35,408 shares 35,408 $908K 0.02% +9,562 Timeline FLTR 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: 62,012 shares; 2024Q4: 42,655 shares; 2025Q1: 33,379 shares; 2025Q2: 32,987 shares; 2025Q3: 31,865 shares; 2025Q4: 31,865 shares; 2026Q1: 35,565 shares 35,565 $906K 0.02% +3,700 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: 10,441 shares; 2024Q4: 9,784 shares; 2025Q1: 17,719 shares; 2025Q2: 14,479 shares; 2025Q3: 11,962 shares; 2025Q4: 13,067 shares; 2026Q1: 20,209 shares 20,209 $905K 0.02% +7,142 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: 7,467 shares; 2024Q4: 7,705 shares; 2025Q1: 7,207 shares; 2025Q2: 9,438 shares; 2025Q3: 9,559 shares; 2025Q4: 9,105 shares; 2026Q1: 9,044 shares 9,044 $904K 0.02% -61 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: 3,156 shares; 2024Q4: not reported; 2025Q1: 6,173 shares; 2025Q2: 9,382 shares; 2025Q3: 9,615 shares; 2025Q4: 8,319 shares; 2026Q1: 9,665 shares 9,665 $902K 0.02% +1,346 Timeline XLP 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: 9,895 shares; 2024Q4: 9,369 shares; 2025Q1: 10,039 shares; 2025Q2: 7,823 shares; 2025Q3: 10,612 shares; 2025Q4: 9,750 shares; 2026Q1: 10,900 shares 10,900 $894K 0.02% +1,150 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 8,768 shares; 2025Q1: 14,512 shares; 2025Q2: 13,910 shares; 2025Q3: 27,866 shares; 2025Q4: 17,389 shares; 2026Q1: 19,320 shares 19,320 $891K 0.02% +1,931 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,611 shares; 2025Q4: 38,817 shares; 2026Q1: 45,020 shares 45,020 $890K 0.02% +6,203 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: 26,980 shares; 2024Q4: 27,692 shares; 2025Q1: 38,554 shares; 2025Q2: 50,537 shares; 2025Q3: 41,898 shares; 2025Q4: 44,702 shares; 2026Q1: 43,289 shares 43,289 $884K 0.02% -1,413 Timeline IEI 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: 19,695 shares; 2024Q4: 37,559 shares; 2025Q1: 20,927 shares; 2025Q2: 20,229 shares; 2025Q3: 21,817 shares; 2025Q4: 6,920 shares; 2026Q1: 7,410 shares 7,410 $879K 0.02% +490 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: 13,646 shares; 2024Q4: 20,473 shares; 2025Q1: 16,495 shares; 2025Q2: 15,676 shares; 2025Q3: 18,020 shares; 2025Q4: 32,344 shares; 2026Q1: 33,592 shares 33,592 $877K 0.02% +1,248 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: not reported; 2025Q1: not reported; 2025Q2: 1,613 shares; 2025Q3: 2,501 shares; 2025Q4: 2,257 shares; 2026Q1: 2,409 shares 2,409 $877K 0.02% +152 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,443 shares; 2025Q1: 6,443 shares; 2025Q2: 28,718 shares; 2025Q3: 23,175 shares; 2025Q4: 22,903 shares; 2026Q1: 19,493 shares 19,493 $875K 0.02% -3,410 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: not reported; 2025Q1: 1,150 shares; 2025Q2: 4,412 shares; 2025Q3: 1,267 shares; 2025Q4: 1,291 shares; 2026Q1: 3,491 shares 3,491 $873K 0.02% +2,200 Timeline SPTL 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: 77,370 shares; 2024Q4: 130,260 shares; 2025Q1: 67,629 shares; 2025Q2: 8,019 shares; 2025Q3: 18,612 shares; 2025Q4: 27,020 shares; 2026Q1: 33,078 shares 33,078 $870K 0.02% +6,058 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,112 shares; 2024Q4: 31,331 shares; 2025Q1: 51,242 shares; 2025Q2: 55,625 shares; 2025Q3: 50,873 shares; 2025Q4: 56,274 shares; 2026Q1: 41,557 shares 41,557 $862K 0.02% -14,717 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: 1,039 shares; 2024Q4: 1,419 shares; 2025Q1: 1,553 shares; 2025Q2: 1,122 shares; 2025Q3: 1,200 shares; 2025Q4: 1,759 shares; 2026Q1: 2,370 shares 2,370 $861K 0.02% +611 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,913 shares; 2025Q3: 33,418 shares; 2025Q4: 38,757 shares; 2026Q1: 30,699 shares 30,699 $860K 0.02% -8,058 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 1,544 shares; 2026Q1: 3,377 shares 3,377 $858K 0.02% +1,833 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,116 shares; 2025Q1: 6,753 shares; 2025Q2: 6,449 shares; 2025Q3: 6,512 shares; 2025Q4: 6,775 shares; 2026Q1: 9,156 shares 9,156 $854K 0.02% +2,381 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: 5,658 shares; 2024Q4: 7,534 shares; 2025Q1: 4,634 shares; 2025Q2: 4,665 shares; 2025Q3: 8,501 shares; 2025Q4: 8,469 shares; 2026Q1: 9,045 shares 9,045 $850K 0.02% +576 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,613 shares; 2024Q4: 7,227 shares; 2025Q1: 7,867 shares; 2025Q2: 22,198 shares; 2025Q3: 21,561 shares; 2025Q4: 21,497 shares; 2026Q1: 17,524 shares 17,524 $850K 0.02% -3,973 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,318 shares; 2025Q4: not reported; 2026Q1: 4,349 shares 4,349 $849K 0.02% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,125 shares; 2024Q4: 67,897 shares; 2025Q1: 46,693 shares; 2025Q2: 41,458 shares; 2025Q3: 40,579 shares; 2025Q4: 41,213 shares; 2026Q1: 18,816 shares 18,816 $849K 0.02% -22,397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,881 shares; 2025Q3: 16,681 shares; 2025Q4: 16,681 shares; 2026Q1: 21,157 shares 21,157 $848K 0.02% +4,476 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,936 shares; 2025Q4: 19,758 shares; 2026Q1: 17,710 shares 17,710 $848K 0.02% -2,048 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,788 shares; 2025Q4: 8,642 shares; 2026Q1: 20,784 shares 20,784 $848K 0.02% +12,142 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,024 shares; 2025Q1: 3,876 shares; 2025Q2: 4,415 shares; 2025Q3: 5,072 shares; 2025Q4: 6,273 shares; 2026Q1: 6,663 shares 6,663 $844K 0.02% +390 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: 4,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 2,821 shares; 2025Q4: 2,522 shares; 2026Q1: 2,149 shares 2,149 $842K 0.02% -373 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,352 shares 2,352 $842K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,166 shares; 2025Q1: 1,799 shares; 2025Q2: 1,809 shares; 2025Q3: 2,200 shares; 2025Q4: 2,225 shares; 2026Q1: 1,155 shares 1,155 $842K 0.02% -1,070 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: 5,439 shares; 2024Q4: 5,709 shares; 2025Q1: 5,907 shares; 2025Q2: 9,473 shares; 2025Q3: 9,922 shares; 2025Q4: 26,830 shares; 2026Q1: 18,280 shares 18,280 $837K 0.02% -8,550 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,738 shares; 2025Q4: 16,609 shares; 2026Q1: 17,006 shares 17,006 $836K 0.02% +397 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,386 shares; 2026Q1: 20,735 shares 20,735 $835K 0.02% -14,651 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,711 shares; 2025Q2: 24,117 shares; 2025Q3: not reported; 2025Q4: 33,456 shares; 2026Q1: 34,323 shares 34,323 $832K 0.02% +867 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,718 shares; 2026Q1: 11,298 shares 11,298 $831K 0.02% +1,580 Timeline REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 973,188 shares; 2025Q2: 978,405 shares; 2025Q3: 991,454 shares; 2025Q4: 918,182 shares; 2026Q1: 918,182 shares 918,182 $828K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,894 shares; 2025Q1: 16,586 shares; 2025Q2: 15,736 shares; 2025Q3: 5,996 shares; 2025Q4: 6,026 shares; 2026Q1: 7,432 shares 7,432 $828K 0.02% +1,406 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 599 shares; 2025Q1: 475 shares; 2025Q2: 471 shares; 2025Q3: 817 shares; 2025Q4: 901 shares; 2026Q1: 840 shares 840 $824K 0.02% -61 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,435 shares; 2026Q1: 9,318 shares 9,318 $810K 0.02% +5,883 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,470 shares; 2025Q1: 6,366 shares; 2025Q2: 5,880 shares; 2025Q3: 9,199 shares; 2025Q4: 9,463 shares; 2026Q1: 6,858 shares 6,858 $807K 0.02% -2,605 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,184 shares; 2026Q1: 17,754 shares 17,754 $805K 0.02% -430 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,929 shares; 2026Q1: 37,530 shares 37,530 $804K 0.02% +10,601 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: not reported; 2025Q1: 1,332 shares; 2025Q2: 2,050 shares; 2025Q3: 2,515 shares; 2025Q4: 2,830 shares; 2026Q1: 2,852 shares 2,852 $802K 0.02% +22 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: 10,968 shares; 2024Q4: 13,068 shares; 2025Q1: 17,078 shares; 2025Q2: 20,322 shares; 2025Q3: 17,994 shares; 2025Q4: 9,805 shares; 2026Q1: 10,047 shares 10,047 $799K 0.02% +242 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: 4,689 shares; 2024Q4: 5,117 shares; 2025Q1: 4,628 shares; 2025Q2: 5,986 shares; 2025Q3: 5,067 shares; 2025Q4: 5,405 shares; 2026Q1: 5,877 shares 5,877 $795K 0.02% +472 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,795 shares; 2025Q4: 7,483 shares; 2026Q1: 7,698 shares 7,698 $794K 0.02% +215 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,829 shares; 2026Q1: 15,828 shares 15,828 $792K 0.02% +9,999 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: 12,222 shares; 2024Q4: 11,534 shares; 2025Q1: 14,711 shares; 2025Q2: 13,289 shares; 2025Q3: 11,373 shares; 2025Q4: 15,618 shares; 2026Q1: 8,696 shares 8,696 $792K 0.02% -6,922 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,519 shares; 2025Q1: 8,379 shares; 2025Q2: 8,408 shares; 2025Q3: 9,003 shares; 2025Q4: 8,308 shares; 2026Q1: 8,913 shares 8,913 $789K 0.02% +605 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,541 shares 6,541 $789K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,420 shares; 2025Q1: 26,369 shares; 2025Q2: 39,792 shares; 2025Q3: 35,831 shares; 2025Q4: 37,351 shares; 2026Q1: 11,376 shares 11,376 $788K 0.02% -25,975 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: 3,250 shares; 2024Q4: 3,053 shares; 2025Q1: 3,056 shares; 2025Q2: 4,703 shares; 2025Q3: 8,740 shares; 2025Q4: 9,253 shares; 2026Q1: 8,947 shares 8,947 $786K 0.02% -306 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: 4,099 shares; 2024Q4: 4,086 shares; 2025Q1: 5,462 shares; 2025Q2: 6,651 shares; 2025Q3: 5,713 shares; 2025Q4: 6,081 shares; 2026Q1: 6,241 shares 6,241 $783K 0.02% +160 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,476 shares 29,476 $782K 0.02% new 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: 4,414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,101 shares; 2025Q4: 2,670 shares; 2026Q1: 2,617 shares 2,617 $781K 0.02% -53 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 5,892 shares; 2025Q1: 3,516 shares; 2025Q2: 5,137 shares; 2025Q3: 5,972 shares; 2025Q4: 6,376 shares; 2026Q1: 5,332 shares 5,332 $779K 0.02% -1,044 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: 5,771 shares; 2024Q4: 9,331 shares; 2025Q1: 7,618 shares; 2025Q2: 7,546 shares; 2025Q3: 11,184 shares; 2025Q4: 11,610 shares; 2026Q1: 10,353 shares 10,353 $779K 0.02% -1,257 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,881 shares; 2026Q1: 15,240 shares 15,240 $775K 0.02% +8,359 Timeline PHYS 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: not reported; 2025Q1: 17,507 shares; 2025Q2: 17,879 shares; 2025Q3: 16,345 shares; 2025Q4: 21,759 shares; 2026Q1: 21,759 shares 21,759 $771K 0.02% 0 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,345 shares 28,345 $771K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,484 shares; 2025Q4: 5,923 shares; 2026Q1: 6,757 shares 6,757 $770K 0.02% +834 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: 5,877 shares; 2024Q4: 5,359 shares; 2025Q1: 5,897 shares; 2025Q2: 6,473 shares; 2025Q3: 7,566 shares; 2025Q4: 7,652 shares; 2026Q1: 7,869 shares 7,869 $769K 0.02% +217 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: 11,092 shares; 2024Q4: 24,530 shares; 2025Q1: 2,838 shares; 2025Q2: 4,784 shares; 2025Q3: 7,069 shares; 2025Q4: 7,169 shares; 2026Q1: 7,510 shares 7,510 $767K 0.02% +341 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,943 shares; 2025Q1: 8,544 shares; 2025Q2: 8,717 shares; 2025Q3: 10,270 shares; 2025Q4: 10,707 shares; 2026Q1: 10,795 shares 10,795 $763K 0.02% +88 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,962 shares 1,962 $762K 0.02% new 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: 14,611 shares; 2024Q4: 17,880 shares; 2025Q1: 11,696 shares; 2025Q2: 11,658 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,045 shares 10,045 $758K 0.02% new Timeline DFAT 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: 12,089 shares; 2024Q4: 12,089 shares; 2025Q1: 12,089 shares; 2025Q2: 12,089 shares; 2025Q3: 12,089 shares; 2025Q4: 12,089 shares; 2026Q1: 12,089 shares 12,089 $755K 0.02% 0 Timeline IWO 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: 4,287 shares; 2024Q4: 4,900 shares; 2025Q1: 3,249 shares; 2025Q2: 3,226 shares; 2025Q3: 3,276 shares; 2025Q4: 2,442 shares; 2026Q1: 2,390 shares 2,390 $750K 0.02% -52 Timeline PPTY 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: 12,786 shares; 2024Q4: 16,303 shares; 2025Q1: 15,945 shares; 2025Q2: 15,789 shares; 2025Q3: 16,765 shares; 2025Q4: 23,455 shares; 2026Q1: 24,909 shares 24,909 $750K 0.02% +1,454 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: 1,489 shares; 2024Q4: 2,419 shares; 2025Q1: 3,749 shares; 2025Q2: 3,448 shares; 2025Q3: 3,771 shares; 2025Q4: 4,563 shares; 2026Q1: 3,576 shares 3,576 $748K 0.02% -987 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,960 shares; 2025Q1: 37,960 shares; 2025Q2: 37,960 shares; 2025Q3: 37,960 shares; 2025Q4: 40,515 shares; 2026Q1: 40,515 shares 40,515 $744K 0.01% 0 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,813 shares; 2025Q2: 14,694 shares; 2025Q3: 19,688 shares; 2025Q4: 13,678 shares; 2026Q1: 12,100 shares 12,100 $744K 0.01% -1,578 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: not reported; 2024Q4: 2,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares; 2025Q4: 6,269 shares; 2026Q1: 6,431 shares 6,431 $743K 0.01% +162 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: 6,396 shares; 2024Q4: 8,764 shares; 2025Q1: 7,792 shares; 2025Q2: 9,654 shares; 2025Q3: 8,744 shares; 2025Q4: 9,628 shares; 2026Q1: 10,086 shares 10,086 $738K 0.01% +458 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 18,510 shares; 2025Q1: 19,402 shares; 2025Q2: 16,628 shares; 2025Q3: 20,306 shares; 2025Q4: 14,985 shares; 2026Q1: 11,749 shares 11,749 $737K 0.01% -3,236 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: 2,753 shares; 2024Q4: 3,788 shares; 2025Q1: 7,251 shares; 2025Q2: 7,262 shares; 2025Q3: 4,003 shares; 2025Q4: 6,280 shares; 2026Q1: 7,963 shares 7,963 $737K 0.01% +1,683 Timeline FICS 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: 6,894 shares; 2024Q4: 6,748 shares; 2025Q1: 6,725 shares; 2025Q2: 6,424 shares; 2025Q3: 5,595 shares; 2025Q4: 15,640 shares; 2026Q1: 18,858 shares 18,858 $736K 0.01% +3,218 Timeline FTGS 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: 7,526 shares; 2024Q4: 7,611 shares; 2025Q1: 7,485 shares; 2025Q2: 8,634 shares; 2025Q3: 7,940 shares; 2025Q4: 7,715 shares; 2026Q1: 21,560 shares 21,560 $734K 0.01% +13,845 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,352 shares; 2024Q4: 17,089 shares; 2025Q1: 17,167 shares; 2025Q2: 16,055 shares; 2025Q3: 16,136 shares; 2025Q4: 16,523 shares; 2026Q1: 16,086 shares 16,086 $728K 0.01% -437 Timeline SCHR 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: 53,160 shares; 2024Q4: 16,543 shares; 2025Q1: 15,358 shares; 2025Q2: 18,631 shares; 2025Q3: 17,274 shares; 2025Q4: 23,912 shares; 2026Q1: 29,126 shares 29,126 $726K 0.01% +5,214 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: 7,013 shares; 2024Q4: 7,259 shares; 2025Q1: 5,675 shares; 2025Q2: 5,706 shares; 2025Q3: 6,768 shares; 2025Q4: 7,488 shares; 2026Q1: 6,851 shares 6,851 $725K 0.01% -637 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 5,186 shares; 2025Q1: 5,180 shares; 2025Q2: 5,665 shares; 2025Q3: 8,057 shares; 2025Q4: 7,892 shares; 2026Q1: 7,501 shares 7,501 $723K 0.01% -391 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: 5,565 shares; 2024Q4: 9,623 shares; 2025Q1: 6,673 shares; 2025Q2: 6,405 shares; 2025Q3: 6,381 shares; 2025Q4: 6,126 shares; 2026Q1: 6,098 shares 6,098 $721K 0.01% -28 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: 2,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,383 shares; 2025Q4: 1,344 shares; 2026Q1: 4,613 shares 4,613 $717K 0.01% +3,269 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: 642 shares; 2024Q4: 643 shares; 2025Q1: 922 shares; 2025Q2: 1,024 shares; 2025Q3: 1,755 shares; 2025Q4: 2,001 shares; 2026Q1: 1,640 shares 1,640 $715K 0.01% -361 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 6,568 shares; 2025Q1: 7,072 shares; 2025Q2: 7,172 shares; 2025Q3: 7,422 shares; 2025Q4: 8,070 shares; 2026Q1: 8,706 shares 8,706 $713K 0.01% +636 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,712 shares; 2025Q2: 3,728 shares; 2025Q3: 5,167 shares; 2025Q4: 5,554 shares; 2026Q1: 5,669 shares 5,669 $706K 0.01% +115 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,644 shares; 2025Q2: 7,844 shares; 2025Q3: 7,562 shares; 2025Q4: 6,497 shares; 2026Q1: 9,846 shares 9,846 $705K 0.01% +3,349 Timeline VCLT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,510 shares; 2025Q4: 9,148 shares; 2026Q1: 9,430 shares 9,430 $705K 0.01% +282 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,794 shares; 2025Q1: 4,347 shares; 2025Q2: 4,009 shares; 2025Q3: 8,785 shares; 2025Q4: 8,767 shares; 2026Q1: 8,856 shares 8,856 $704K 0.01% +89 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,656 shares; 2024Q4: 81,958 shares; 2025Q1: 67,542 shares; 2025Q2: 65,361 shares; 2025Q3: 70,950 shares; 2025Q4: 71,206 shares; 2026Q1: 69,869 shares 69,869 $699K 0.01% -1,337 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $696K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,159 shares; 2025Q1: 44,545 shares; 2025Q2: 42,605 shares; 2025Q3: 42,209 shares; 2025Q4: 40,874 shares; 2026Q1: 41,892 shares 41,892 $695K 0.01% +1,018 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: 3,477 shares; 2024Q4: 4,387 shares; 2025Q1: 4,537 shares; 2025Q2: 6,063 shares; 2025Q3: 6,869 shares; 2025Q4: 5,245 shares; 2026Q1: 8,505 shares 8,505 $695K 0.01% +3,260 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: 17,410 shares; 2024Q4: 17,210 shares; 2025Q1: 17,705 shares; 2025Q2: 17,585 shares; 2025Q3: 12,324 shares; 2025Q4: 12,324 shares; 2026Q1: 12,345 shares 12,345 $694K 0.01% +21 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL 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: 19,479 shares; 2026Q1: 19,934 shares 19,934 $692K 0.01% +455 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: 33,655 shares; 2024Q4: 37,771 shares; 2025Q1: 38,986 shares; 2025Q2: 27,477 shares; 2025Q3: 18,270 shares; 2025Q4: 39,078 shares; 2026Q1: 40,057 shares 40,057 $691K 0.01% +979 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 8,502 shares; 2025Q1: 8,382 shares; 2025Q2: 8,476 shares; 2025Q3: 8,267 shares; 2025Q4: 8,150 shares; 2026Q1: 8,105 shares 8,105 $689K 0.01% -45 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,685 shares; 2025Q3: 19,895 shares; 2025Q4: 19,802 shares; 2026Q1: 16,152 shares 16,152 $685K 0.01% -3,650 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,667 shares; 2026Q1: 15,364 shares 15,364 $680K 0.01% -5,303 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,937 shares; 2026Q1: 22,650 shares 22,650 $678K 0.01% +12,713 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: 5,896 shares; 2025Q3: 6,849 shares; 2025Q4: 11,439 shares; 2026Q1: 16,909 shares 16,909 $675K 0.01% +5,470 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,327 shares; 2025Q3: 1,860 shares; 2025Q4: 1,995 shares; 2026Q1: 2,050 shares 2,050 $674K 0.01% +55 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 11,558 shares; 2025Q4: 12,395 shares; 2026Q1: 13,020 shares 13,020 $670K 0.01% +625 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,898 shares; 2025Q1: 3,254 shares; 2025Q2: 3,503 shares; 2025Q3: 4,086 shares; 2025Q4: 4,418 shares; 2026Q1: 5,667 shares 5,667 $669K 0.01% +1,249 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,055 shares; 2024Q4: 21,172 shares; 2025Q1: 20,857 shares; 2025Q2: 20,072 shares; 2025Q3: 40,955 shares; 2025Q4: 37,387 shares; 2026Q1: 40,601 shares 40,601 $667K 0.01% +3,214 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: 15,599 shares; 2024Q4: 16,148 shares; 2025Q1: 15,169 shares; 2025Q2: 14,729 shares; 2025Q3: 15,505 shares; 2025Q4: 16,042 shares; 2026Q1: 24,291 shares 24,291 $667K 0.01% +8,249 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,733 shares; 2024Q4: 39,917 shares; 2025Q1: 3,740 shares; 2025Q2: 3,265 shares; 2025Q3: 5,282 shares; 2025Q4: 4,980 shares; 2026Q1: 4,713 shares 4,713 $665K 0.01% -267 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: not reported; 2024Q4: not reported; 2025Q1: 1,736 shares; 2025Q2: 1,706 shares; 2025Q3: 3,381 shares; 2025Q4: 4,679 shares; 2026Q1: 4,877 shares 4,877 $664K 0.01% +198 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: 32,095 shares; 2024Q4: 33,342 shares; 2025Q1: 36,481 shares; 2025Q2: 35,799 shares; 2025Q3: 39,784 shares; 2025Q4: 16,326 shares; 2026Q1: 17,733 shares 17,733 $660K 0.01% +1,407 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,677 shares; 2025Q1: 2,642 shares; 2025Q2: 2,285 shares; 2025Q3: 2,429 shares; 2025Q4: 2,503 shares; 2026Q1: 2,423 shares 2,423 $660K 0.01% -80 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: 453 shares; 2024Q4: 446 shares; 2025Q1: 371 shares; 2025Q2: 364 shares; 2025Q3: 522 shares; 2025Q4: 587 shares; 2026Q1: 603 shares 603 $658K 0.01% +16 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,819 shares 2,819 $658K 0.01% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,317 shares; 2024Q4: 79,651 shares; 2025Q1: 78,507 shares; 2025Q2: 79,486 shares; 2025Q3: 10,526 shares; 2025Q4: 14,190 shares; 2026Q1: 13,770 shares 13,770 $657K 0.01% -420 Timeline IBDT 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: 10,731 shares; 2024Q4: 11,067 shares; 2025Q1: 18,196 shares; 2025Q2: 19,523 shares; 2025Q3: 14,885 shares; 2025Q4: 25,273 shares; 2026Q1: 25,730 shares 25,730 $652K 0.01% +457 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,819 shares; 2025Q3: 6,812 shares; 2025Q4: 7,589 shares; 2026Q1: 5,979 shares 5,979 $648K 0.01% -1,610 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,935 shares; 2025Q1: 3,189 shares; 2025Q2: 2,404 shares; 2025Q3: 2,414 shares; 2025Q4: 2,365 shares; 2026Q1: 2,583 shares 2,583 $647K 0.01% +218 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: 8,809 shares; 2024Q4: 10,029 shares; 2025Q1: 5,555 shares; 2025Q2: 7,368 shares; 2025Q3: 8,201 shares; 2025Q4: 8,060 shares; 2026Q1: 8,182 shares 8,182 $644K 0.01% +122 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: 4,405 shares; 2024Q4: 5,156 shares; 2025Q1: 6,238 shares; 2025Q2: 7,165 shares; 2025Q3: 8,722 shares; 2025Q4: 8,615 shares; 2026Q1: 9,455 shares 9,455 $643K 0.01% +840 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,698 shares; 2025Q2: 3,894 shares; 2025Q3: 4,013 shares; 2025Q4: 8,536 shares; 2026Q1: 8,492 shares 8,492 $641K 0.01% -44 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 8,102 shares; 2025Q1: 6,564 shares; 2025Q2: 7,083 shares; 2025Q3: 9,584 shares; 2025Q4: 10,247 shares; 2026Q1: 8,806 shares 8,806 $638K 0.01% -1,441 Timeline XLY 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: 4,119 shares; 2024Q4: 4,618 shares; 2025Q1: 4,131 shares; 2025Q2: 2,725 shares; 2025Q3: 4,401 shares; 2025Q4: 6,167 shares; 2026Q1: 5,841 shares 5,841 $637K 0.01% -326 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: 51,974 shares; 2024Q4: 49,957 shares; 2025Q1: 27,532 shares; 2025Q2: 32,708 shares; 2025Q3: 36,465 shares; 2025Q4: 34,165 shares; 2026Q1: 31,720 shares 31,720 $636K 0.01% -2,445 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,394 shares; 2025Q3: 11,619 shares; 2025Q4: 11,882 shares; 2026Q1: 11,216 shares 11,216 $635K 0.01% -666 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 989 shares; 2025Q1: 1,418 shares; 2025Q2: 1,587 shares; 2025Q3: 1,844 shares; 2025Q4: 2,571 shares; 2026Q1: 1,214 shares 1,214 $635K 0.01% -1,357 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: 8,049 shares; 2024Q4: 7,734 shares; 2025Q1: 7,364 shares; 2025Q2: 12,920 shares; 2025Q3: 12,022 shares; 2025Q4: 12,280 shares; 2026Q1: 9,450 shares 9,450 $628K 0.01% -2,830 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,624 shares 3,624 $624K 0.01% new 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: 3,421 shares; 2024Q4: 3,864 shares; 2025Q1: 3,152 shares; 2025Q2: 34,979 shares; 2025Q3: 15,696 shares; 2025Q4: 5,240 shares; 2026Q1: 6,679 shares 6,679 $623K 0.01% +1,439 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,880 shares 2,880 $622K 0.01% new Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,834 shares; 2025Q3: 18,834 shares; 2025Q4: 18,834 shares; 2026Q1: 18,834 shares 18,834 $616K 0.01% 0 Timeline XBI 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: 5,081 shares; 2024Q4: 4,909 shares; 2025Q1: 4,682 shares; 2025Q2: 4,502 shares; 2025Q3: 4,459 shares; 2025Q4: 5,282 shares; 2026Q1: 4,818 shares 4,818 $615K 0.01% -464 Timeline CRVL CORVEL CORP More: the full row for CORVEL 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: 7,002 shares; 2025Q3: 7,390 shares; 2025Q4: 9,952 shares; 2026Q1: 11,199 shares 11,199 $612K 0.01% +1,247 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,655 shares; 2025Q2: 14,372 shares; 2025Q3: 14,663 shares; 2025Q4: 25,684 shares; 2026Q1: 25,898 shares 25,898 $612K 0.01% +214 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,726 shares; 2026Q1: 17,779 shares 17,779 $611K 0.01% +53 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 2,819 shares; 2025Q4: 2,668 shares; 2026Q1: 2,878 shares 2,878 $610K 0.01% +210 Timeline EEM 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: 13,184 shares; 2024Q4: 13,159 shares; 2025Q1: 7,207 shares; 2025Q2: 6,271 shares; 2025Q3: 5,956 shares; 2025Q4: 7,641 shares; 2026Q1: 10,707 shares 10,707 $608K 0.01% +3,066 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,571 shares; 2024Q4: 37,530 shares; 2025Q1: 37,190 shares; 2025Q2: 37,101 shares; 2025Q3: 31,230 shares; 2025Q4: 30,168 shares; 2026Q1: 23,704 shares 23,704 $608K 0.01% -6,464 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,196 shares; 2025Q3: 15,196 shares; 2025Q4: 15,196 shares; 2026Q1: 15,196 shares 15,196 $607K 0.01% 0 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: 1,166 shares; 2024Q4: 2,742 shares; 2025Q1: 3,273 shares; 2025Q2: 3,992 shares; 2025Q3: 4,361 shares; 2025Q4: 7,180 shares; 2026Q1: 3,451 shares 3,451 $606K 0.01% -3,729 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: not reported; 2024Q4: 5,901 shares; 2025Q1: 6,149 shares; 2025Q2: 6,941 shares; 2025Q3: 7,625 shares; 2025Q4: 8,199 shares; 2026Q1: 3,373 shares 3,373 $606K 0.01% -4,826 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,629 shares; 2025Q4: 15,990 shares; 2026Q1: 18,868 shares 18,868 $601K 0.01% +2,878 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,843 shares; 2026Q1: 2,254 shares 2,254 $600K 0.01% +411 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 13,058 shares; 2025Q1: 15,519 shares; 2025Q2: not reported; 2025Q3: 23,309 shares; 2025Q4: 24,473 shares; 2026Q1: 26,760 shares 26,760 $598K 0.01% +2,287 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: 738 shares; 2024Q4: 792 shares; 2025Q1: 759 shares; 2025Q2: 1,255 shares; 2025Q3: 1,320 shares; 2025Q4: 1,514 shares; 2026Q1: 1,663 shares 1,663 $597K 0.01% +149 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,921 shares; 2025Q3: 20,772 shares; 2025Q4: 22,691 shares; 2026Q1: 23,307 shares 23,307 $596K 0.01% +616 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: 1,493 shares; 2024Q4: 1,467 shares; 2025Q1: 2,851 shares; 2025Q2: 3,152 shares; 2025Q3: 3,525 shares; 2025Q4: 4,708 shares; 2026Q1: 2,747 shares 2,747 $595K 0.01% -1,961 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,020 shares; 2025Q3: 9,331 shares; 2025Q4: 5,889 shares; 2026Q1: 6,595 shares 6,595 $594K 0.01% +706 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: not reported; 2025Q1: 228,014 shares; 2025Q2: 251,705 shares; 2025Q3: 263,156 shares; 2025Q4: 276,312 shares; 2026Q1: 21,473 shares 21,473 $594K 0.01% -254,839 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: not reported; 2025Q1: 4,924 shares; 2025Q2: 7,636 shares; 2025Q3: 9,914 shares; 2025Q4: 9,693 shares; 2026Q1: 10,132 shares 10,132 $592K 0.01% +439 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,693 shares; 2024Q4: 10,095 shares; 2025Q1: 9,679 shares; 2025Q2: 13,993 shares; 2025Q3: 13,993 shares; 2025Q4: 13,921 shares; 2026Q1: 11,214 shares 11,214 $592K 0.01% -2,707 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 17,798 shares; 2025Q1: 45,075 shares; 2025Q2: 47,200 shares; 2025Q3: 49,318 shares; 2025Q4: 18,658 shares; 2026Q1: 77,951 shares 77,951 $589K 0.01% +59,293 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,403 shares 11,403 $581K 0.01% new Timeline IVLU 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: 7,276 shares; 2024Q4: 11,286 shares; 2025Q1: 6,975 shares; 2025Q2: 10,061 shares; 2025Q3: 8,657 shares; 2025Q4: 7,997 shares; 2026Q1: 14,586 shares 14,586 $579K 0.01% +6,589 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,591 shares 11,591 $577K 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,219 shares; 2025Q2: 14,342 shares; 2025Q3: 13,221 shares; 2025Q4: 13,442 shares; 2026Q1: 11,835 shares 11,835 $577K 0.01% -1,607 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: 7,499 shares; 2024Q4: 11,512 shares; 2025Q1: 10,724 shares; 2025Q2: 10,974 shares; 2025Q3: 11,920 shares; 2025Q4: 21,918 shares; 2026Q1: 7,706 shares 7,706 $574K 0.01% -14,212 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,550 shares 11,550 $572K 0.01% new Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,382 shares; 2025Q2: 30,724 shares; 2025Q3: 34,526 shares; 2025Q4: 41,351 shares; 2026Q1: 17,429 shares 17,429 $561K 0.01% -23,922 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: not reported; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 6,538 shares; 2025Q4: 6,814 shares; 2026Q1: 8,093 shares 8,093 $561K 0.01% +1,279 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,931 shares; 2025Q3: 12,431 shares; 2025Q4: 12,431 shares; 2026Q1: 12,142 shares 12,142 $560K 0.01% -289 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: 15,434 shares; 2024Q4: 14,928 shares; 2025Q1: 12,766 shares; 2025Q2: 14,006 shares; 2025Q3: 23,401 shares; 2025Q4: 20,811 shares; 2026Q1: 17,106 shares 17,106 $560K 0.01% -3,705 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,276 shares; 2025Q3: 16,376 shares; 2025Q4: 16,376 shares; 2026Q1: 13,376 shares 13,376 $559K 0.01% -3,000 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,653 shares; 2024Q4: 29,445 shares; 2025Q1: 82,667 shares; 2025Q2: 73,105 shares; 2025Q3: 42,582 shares; 2025Q4: 42,595 shares; 2026Q1: 69,548 shares 69,548 $559K 0.01% +26,953 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 6,300 shares; 2025Q4: 7,470 shares; 2026Q1: 7,540 shares 7,540 $558K 0.01% +70 Timeline GDXJ 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: 3,977 shares; 2025Q2: 4,379 shares; 2025Q3: 5,755 shares; 2025Q4: 6,133 shares; 2026Q1: 4,640 shares 4,640 $557K 0.01% -1,493 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,970 shares; 2025Q2: 10,885 shares; 2025Q3: 8,310 shares; 2025Q4: 18,920 shares; 2026Q1: 15,683 shares 15,683 $557K 0.01% -3,237 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,113 shares; 2024Q4: 138,312 shares; 2025Q1: 115,527 shares; 2025Q2: 83,889 shares; 2025Q3: 82,360 shares; 2025Q4: 102,483 shares; 2026Q1: 110,445 shares 110,445 $556K 0.01% +7,962 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 16,757 shares; 2025Q3: 24,971 shares; 2025Q4: 23,233 shares; 2026Q1: 27,178 shares 27,178 $556K 0.01% +3,945 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 4,233 shares; 2025Q1: 4,563 shares; 2025Q2: 4,171 shares; 2025Q3: 4,601 shares; 2025Q4: 4,601 shares; 2026Q1: 7,285 shares 7,285 $555K 0.01% +2,684 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: 319 shares; 2024Q4: 277 shares; 2025Q1: 384 shares; 2025Q2: 400 shares; 2025Q3: 414 shares; 2025Q4: 305 shares; 2026Q1: 321 shares 321 $555K 0.01% +16 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,327 shares; 2025Q4: 17,270 shares; 2026Q1: 18,007 shares 18,007 $555K 0.01% +737 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,596 shares; 2026Q1: 12,596 shares 12,596 $554K 0.01% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,426 shares 12,426 $553K 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,559 shares; 2025Q1: 1,502 shares; 2025Q2: 1,582 shares; 2025Q3: 1,765 shares; 2025Q4: 1,827 shares; 2026Q1: 1,829 shares 1,829 $553K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,646 shares; 2026Q1: 2,762 shares 2,762 $552K 0.01% +116 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 6,206 shares; 2025Q1: 6,125 shares; 2025Q2: 6,061 shares; 2025Q3: 12,118 shares; 2025Q4: 12,118 shares; 2026Q1: 12,118 shares 12,118 $552K 0.01% 0 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: not reported; 2024Q4: 2,770 shares; 2025Q1: not reported; 2025Q2: 1,217 shares; 2025Q3: 1,213 shares; 2025Q4: 1,509 shares; 2026Q1: 2,077 shares 2,077 $552K 0.01% +568 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,760 shares 8,760 $551K 0.01% new Timeline QYLD 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: 13,955 shares; 2024Q4: 31,310 shares; 2025Q1: 29,915 shares; 2025Q2: 30,677 shares; 2025Q3: 30,425 shares; 2025Q4: 32,927 shares; 2026Q1: 32,105 shares 32,105 $551K 0.01% -822 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,496 shares; 2026Q1: 21,763 shares 21,763 $547K 0.01% +5,267 Timeline CGMU 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: not reported; 2025Q4: 20,002 shares; 2026Q1: 20,115 shares 20,115 $546K 0.01% +113 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 19,419 shares; 2025Q1: 19,942 shares; 2025Q2: not reported; 2025Q3: 20,568 shares; 2025Q4: 23,580 shares; 2026Q1: 22,346 shares 22,346 $543K 0.01% -1,234 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: 13,171 shares; 2025Q1: 13,171 shares; 2025Q2: 13,726 shares; 2025Q3: 13,726 shares; 2025Q4: 13,726 shares; 2026Q1: 13,726 shares 13,726 $539K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares 908 $538K 0.01% new 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: 1,563 shares; 2024Q4: 1,078 shares; 2025Q1: 1,409 shares; 2025Q2: 1,175 shares; 2025Q3: 872 shares; 2025Q4: 978 shares; 2026Q1: 1,137 shares 1,137 $538K 0.01% +159 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,791 shares 5,791 $535K 0.01% new 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: 2,377 shares; 2024Q4: 2,657 shares; 2025Q1: 1,258 shares; 2025Q2: 1,361 shares; 2025Q3: 2,361 shares; 2025Q4: 2,439 shares; 2026Q1: 2,516 shares 2,516 $534K 0.01% +77 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: 1,094 shares; 2024Q4: 1,221 shares; 2025Q1: 822 shares; 2025Q2: 787 shares; 2025Q3: 700 shares; 2025Q4: 679 shares; 2026Q1: 780 shares 780 $532K 0.01% +101 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 5,383 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,085 shares 4,085 $531K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,913 shares; 2025Q4: 4,049 shares; 2026Q1: 4,874 shares 4,874 $529K 0.01% +825 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,403 shares; 2025Q4: 12,149 shares; 2026Q1: 13,175 shares 13,175 $525K 0.01% +1,026 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,701 shares; 2025Q1: 5,648 shares; 2025Q2: 5,758 shares; 2025Q3: 6,510 shares; 2025Q4: 6,867 shares; 2026Q1: 7,280 shares 7,280 $522K 0.01% +413 Timeline SPMB 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: 231,466 shares; 2024Q4: 238,593 shares; 2025Q1: 90,895 shares; 2025Q2: 41,458 shares; 2025Q3: 23,810 shares; 2025Q4: 23,027 shares; 2026Q1: 23,284 shares 23,284 $521K 0.01% +257 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,395 shares 10,395 $521K 0.01% new Timeline PAVE 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: 37,628 shares; 2024Q4: 35,796 shares; 2025Q1: 37,718 shares; 2025Q2: 10,355 shares; 2025Q3: 10,217 shares; 2025Q4: 10,221 shares; 2026Q1: 10,198 shares 10,198 $518K 0.01% -23 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 12,435 shares; 2025Q1: 12,436 shares; 2025Q2: 12,436 shares; 2025Q3: 11,023 shares; 2025Q4: 11,023 shares; 2026Q1: 10,981 shares 10,981 $516K 0.01% -42 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: 1,904 shares; 2024Q4: 2,552 shares; 2025Q1: 2,435 shares; 2025Q2: 2,797 shares; 2025Q3: 2,992 shares; 2025Q4: 2,849 shares; 2026Q1: 3,422 shares 3,422 $516K 0.01% +573 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 12,302 shares; 2025Q3: 7,595 shares; 2025Q4: 6,787 shares; 2026Q1: 6,648 shares 6,648 $515K 0.01% -139 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: 21,110 shares; 2025Q3: 15,310 shares; 2025Q4: 11,260 shares; 2026Q1: 12,277 shares 12,277 $515K 0.01% +1,017 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,606 shares; 2025Q4: 9,801 shares; 2026Q1: 9,801 shares 9,801 $514K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 2,014 shares; 2025Q1: 2,137 shares; 2025Q2: 2,149 shares; 2025Q3: 2,231 shares; 2025Q4: 2,281 shares; 2026Q1: 2,720 shares 2,720 $513K 0.01% +439 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,443 shares; 2025Q4: 12,203 shares; 2026Q1: 12,156 shares 12,156 $513K 0.01% -47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,261 shares; 2025Q3: 16,861 shares; 2025Q4: 16,861 shares; 2026Q1: 12,890 shares 12,890 $513K 0.01% -3,971 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,286 shares; 2024Q4: 20,039 shares; 2025Q1: 19,688 shares; 2025Q2: 19,752 shares; 2025Q3: 20,365 shares; 2025Q4: 34,438 shares; 2026Q1: 34,029 shares 34,029 $511K 0.01% -409 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 3,129 shares; 2026Q1: 3,111 shares 3,111 $510K 0.01% -18 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: not reported; 2025Q1: not reported; 2025Q2: 3,194 shares; 2025Q3: 3,090 shares; 2025Q4: 3,055 shares; 2026Q1: 1,803 shares 1,803 $508K 0.01% -1,252 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: 3,051 shares; 2024Q4: 2,982 shares; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 1,787 shares; 2025Q4: 2,027 shares; 2026Q1: 1,843 shares 1,843 $505K 0.01% -184 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: 7,348 shares; 2024Q4: 8,141 shares; 2025Q1: 6,950 shares; 2025Q2: 5,852 shares; 2025Q3: 7,904 shares; 2025Q4: 7,216 shares; 2026Q1: 6,194 shares 6,194 $504K 0.01% -1,022 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: 6,338 shares; 2024Q4: 5,351 shares; 2025Q1: 6,524 shares; 2025Q2: 5,844 shares; 2025Q3: 5,935 shares; 2025Q4: 7,928 shares; 2026Q1: 8,521 shares 8,521 $503K 0.01% +593 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,152 shares; 2025Q2: 2,866 shares; 2025Q3: 3,185 shares; 2025Q4: 3,974 shares; 2026Q1: 2,793 shares 2,793 $503K 0.01% -1,181 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: 9,586 shares; 2024Q4: 9,288 shares; 2025Q1: 7,546 shares; 2025Q2: 7,546 shares; 2025Q3: 7,076 shares; 2025Q4: 6,581 shares; 2026Q1: 6,358 shares 6,358 $503K 0.01% -223 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,417 shares; 2026Q1: 15,417 shares 15,417 $502K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 343 shares; 2025Q1: 377 shares; 2025Q2: 483 shares; 2025Q3: 570 shares; 2025Q4: 589 shares; 2026Q1: 649 shares 649 $501K 0.01% +60 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: 1,811 shares; 2024Q4: 8,196 shares; 2025Q1: 11,526 shares; 2025Q2: 9,849 shares; 2025Q3: 12,189 shares; 2025Q4: 13,408 shares; 2026Q1: 11,016 shares 11,016 $499K 0.01% -2,392 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,897 shares; 2024Q4: 12,189 shares; 2025Q1: 6,628 shares; 2025Q2: 4,286 shares; 2025Q3: 4,720 shares; 2025Q4: 6,941 shares; 2026Q1: 8,235 shares 8,235 $496K 0.01% +1,294 Timeline IFRA 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: 8,346 shares; 2024Q4: 9,300 shares; 2025Q1: 6,793 shares; 2025Q2: 10,531 shares; 2025Q3: 10,069 shares; 2025Q4: 7,878 shares; 2026Q1: 8,656 shares 8,656 $495K 0.01% +778 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,659 shares; 2025Q1: 20,116 shares; 2025Q2: 15,923 shares; 2025Q3: 16,677 shares; 2025Q4: 19,436 shares; 2026Q1: 6,114 shares 6,114 $495K 0.01% -13,322 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,818 shares; 2025Q1: 4,887 shares; 2025Q2: 4,927 shares; 2025Q3: 4,880 shares; 2025Q4: not reported; 2026Q1: 1,703 shares 1,703 $493K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,283 shares; 2025Q1: 2,250 shares; 2025Q2: 2,391 shares; 2025Q3: 2,397 shares; 2025Q4: 2,286 shares; 2026Q1: 2,360 shares 2,360 $492K 0.01% +74 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,266 shares; 2025Q2: 24,726 shares; 2025Q3: 20,932 shares; 2025Q4: 33,880 shares; 2026Q1: 31,035 shares 31,035 $491K 0.01% -2,845 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,297 shares; 2025Q1: 7,347 shares; 2025Q2: 7,336 shares; 2025Q3: 7,201 shares; 2025Q4: 15,786 shares; 2026Q1: 16,380 shares 16,380 $491K 0.01% +594 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,073 shares; 2025Q1: 4,109 shares; 2025Q2: 4,133 shares; 2025Q3: 4,126 shares; 2025Q4: 4,324 shares; 2026Q1: 4,870 shares 4,870 $491K 0.01% +546 Timeline BAUG 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: 8,680 shares; 2025Q3: 9,943 shares; 2025Q4: 9,947 shares; 2026Q1: 9,947 shares 9,947 $486K 0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,910 shares; 2024Q4: 22,684 shares; 2025Q1: 20,517 shares; 2025Q2: 21,101 shares; 2025Q3: 21,146 shares; 2025Q4: 21,850 shares; 2026Q1: 15,330 shares 15,330 $484K 0.01% -6,520 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: 2,902 shares; 2024Q4: 3,426 shares; 2025Q1: 3,382 shares; 2025Q2: 2,936 shares; 2025Q3: 3,131 shares; 2025Q4: 3,538 shares; 2026Q1: 6,012 shares 6,012 $482K 0.01% +2,474 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,125 shares; 2025Q4: 2,355 shares; 2026Q1: 2,668 shares 2,668 $481K 0.01% +313 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 9,815 shares; 2025Q1: 8,299 shares; 2025Q2: 8,068 shares; 2025Q3: 7,888 shares; 2025Q4: 7,744 shares; 2026Q1: 7,596 shares 7,596 $481K 0.01% -148 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: 1,170 shares; 2024Q4: 1,177 shares; 2025Q1: 1,034 shares; 2025Q2: 1,245 shares; 2025Q3: 1,391 shares; 2025Q4: 1,398 shares; 2026Q1: 1,535 shares 1,535 $480K 0.01% +137 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: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: 3,186 shares; 2025Q3: 4,258 shares; 2025Q4: 4,321 shares; 2026Q1: 2,744 shares 2,744 $479K 0.01% -1,577 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS 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: 10,185 shares; 2025Q4: 21,973 shares; 2026Q1: 22,599 shares 22,599 $478K 0.01% +626 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: 16,726 shares; 2024Q4: 18,282 shares; 2025Q1: 12,197 shares; 2025Q2: 11,747 shares; 2025Q3: 19,759 shares; 2025Q4: 17,959 shares; 2026Q1: 17,456 shares 17,456 $477K 0.01% -503 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 12,037 shares; 2025Q1: 7,513 shares; 2025Q2: 7,100 shares; 2025Q3: 7,227 shares; 2025Q4: 7,226 shares; 2026Q1: 7,348 shares 7,348 $475K 0.01% +122 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: 679 shares; 2025Q3: 1,301 shares; 2025Q4: 1,336 shares; 2026Q1: 1,321 shares 1,321 $474K 0.01% -15 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 4,268 shares; 2025Q1: 4,518 shares; 2025Q2: 3,994 shares; 2025Q3: 3,847 shares; 2025Q4: 3,847 shares; 2026Q1: 5,747 shares 5,747 $469K 0.01% +1,900 Timeline IWN 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: 1,950 shares; 2025Q1: 1,907 shares; 2025Q2: 1,650 shares; 2025Q3: 2,127 shares; 2025Q4: 2,220 shares; 2026Q1: 2,454 shares 2,454 $465K 0.01% +234 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,817 shares; 2025Q3: 60,491 shares; 2025Q4: 44,839 shares; 2026Q1: 42,948 shares 42,948 $465K 0.01% -1,891 Timeline CGHM 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: not reported; 2025Q4: 18,302 shares; 2026Q1: 18,308 shares 18,308 $464K 0.01% +6 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: 123,194 shares; 2024Q4: 136,739 shares; 2025Q1: 186,932 shares; 2025Q2: not reported; 2025Q3: 11,141 shares; 2025Q4: 12,147 shares; 2026Q1: 11,249 shares 11,249 $463K 0.01% -898 Timeline LRGC 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: 50,275 shares; 2025Q1: 62,786 shares; 2025Q2: 67,339 shares; 2025Q3: 83,372 shares; 2025Q4: 80,793 shares; 2026Q1: 6,296 shares 6,296 $463K 0.01% -74,497 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,490 shares; 2025Q4: 3,406 shares; 2026Q1: 3,428 shares 3,428 $462K 0.01% +22 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,768 shares 9,768 $459K 0.01% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 187 shares; 2025Q4: 204 shares; 2026Q1: 208 shares 208 $457K 0.01% +4 Timeline DLN 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: 3,640 shares; 2024Q4: 3,821 shares; 2025Q1: 5,797 shares; 2025Q2: 6,093 shares; 2025Q3: 5,918 shares; 2025Q4: 5,834 shares; 2026Q1: 5,089 shares 5,089 $455K 0.01% -745 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,046 shares 18,046 $452K 0.01% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,300 shares; 2025Q4: 9,312 shares; 2026Q1: 8,217 shares 8,217 $451K 0.01% -1,095 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,041 shares; 2025Q4: 4,333 shares; 2026Q1: 5,005 shares 5,005 $451K 0.01% +672 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 709 shares 709 $450K 0.01% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,593 shares; 2025Q3: 12,594 shares; 2025Q4: 10,388 shares; 2026Q1: 10,389 shares 10,389 $450K 0.01% +1 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 7,773 shares; 2025Q1: 8,894 shares; 2025Q2: 7,674 shares; 2025Q3: 7,504 shares; 2025Q4: 8,295 shares; 2026Q1: 8,357 shares 8,357 $450K 0.01% +62 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 559 shares; 2026Q1: 530 shares 530 $450K 0.01% -29 Timeline BSJR 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: 12,101 shares; 2025Q1: 19,287 shares; 2025Q2: 14,050 shares; 2025Q3: 18,284 shares; 2025Q4: 21,567 shares; 2026Q1: 19,944 shares 19,944 $446K 0.01% -1,623 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 3,880 shares; 2026Q1: 4,373 shares 4,373 $445K 0.01% +493 Timeline IWR 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: 4,921 shares; 2024Q4: 6,083 shares; 2025Q1: 5,756 shares; 2025Q2: 4,218 shares; 2025Q3: 4,873 shares; 2025Q4: 4,775 shares; 2026Q1: 4,574 shares 4,574 $445K 0.01% -201 Timeline RDVI 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: 19,240 shares; 2024Q4: 19,240 shares; 2025Q1: 22,130 shares; 2025Q2: 22,160 shares; 2025Q3: 21,395 shares; 2025Q4: 19,635 shares; 2026Q1: 17,405 shares 17,405 $445K 0.01% -2,230 Timeline UCON 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: 16,607 shares; 2025Q1: 15,998 shares; 2025Q2: 16,797 shares; 2025Q3: 17,649 shares; 2025Q4: 17,054 shares; 2026Q1: 17,949 shares 17,949 $445K 0.01% +895 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,029 shares; 2025Q3: 16,320 shares; 2025Q4: 25,504 shares; 2026Q1: 25,266 shares 25,266 $444K 0.01% -238 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,202 shares 4,202 $444K 0.01% new Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,757 shares; 2025Q3: 125,113 shares; 2025Q4: 127,895 shares; 2026Q1: 36,959 shares 36,959 $442K 0.01% -90,936 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,259 shares 18,259 $442K 0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 3,647 shares; 2026Q1: 5,945 shares 5,945 $439K 0.01% +2,298 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,165 shares; 2026Q1: 7,770 shares 7,770 $439K 0.01% +2,605 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: 7,443 shares; 2024Q4: 6,835 shares; 2025Q1: 6,615 shares; 2025Q2: 6,682 shares; 2025Q3: 3,089 shares; 2025Q4: 3,033 shares; 2026Q1: 2,765 shares 2,765 $439K 0.01% -268 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 3,008 shares; 2025Q1: not reported; 2025Q2: 2,735 shares; 2025Q3: 4,058 shares; 2025Q4: 5,441 shares; 2026Q1: 7,773 shares 7,773 $438K 0.01% +2,332 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,924 shares; 2024Q4: 12,480 shares; 2025Q1: 8,006 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,250 shares 11,250 $437K 0.01% new 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: 25,684 shares; 2024Q4: 24,638 shares; 2025Q1: 16,743 shares; 2025Q2: 19,277 shares; 2025Q3: 11,094 shares; 2025Q4: 10,251 shares; 2026Q1: 9,735 shares 9,735 $437K 0.01% -516 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,564 shares; 2025Q4: 6,717 shares; 2026Q1: 8,587 shares 8,587 $435K 0.01% +1,870 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: 786 shares; 2024Q4: 989 shares; 2025Q1: 716 shares; 2025Q2: 683 shares; 2025Q3: 737 shares; 2025Q4: 729 shares; 2026Q1: 904 shares 904 $434K 0.01% +175 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,937 shares; 2025Q4: 3,875 shares; 2026Q1: 3,692 shares 3,692 $432K 0.01% -183 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 379 shares; 2025Q2: 381 shares; 2025Q3: 579 shares; 2025Q4: 797 shares; 2026Q1: 590 shares 590 $431K 0.01% -207 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 14,154 shares; 2026Q1: 14,102 shares 14,102 $430K 0.01% -52 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 843 shares; 2025Q1: 731 shares; 2025Q2: 1,677 shares; 2025Q3: 1,724 shares; 2025Q4: 758 shares; 2026Q1: 886 shares 886 $430K 0.01% +128 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: not reported; 2024Q4: not reported; 2025Q1: 8,124 shares; 2025Q2: 14,635 shares; 2025Q3: 7,698 shares; 2025Q4: 15,273 shares; 2026Q1: 9,085 shares 9,085 $426K 0.01% -6,188 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 8,400 shares; 2025Q1: 5,729 shares; 2025Q2: 5,867 shares; 2025Q3: 8,169 shares; 2025Q4: 7,238 shares; 2026Q1: 10,137 shares 10,137 $426K 0.01% +2,899 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: not reported; 2026Q1: 5,594 shares 5,594 $426K 0.01% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,458 shares; 2025Q3: 9,943 shares; 2025Q4: 9,943 shares; 2026Q1: 9,893 shares 9,893 $426K 0.01% -50 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: not reported; 2024Q4: 1,692 shares; 2025Q1: 2,320 shares; 2025Q2: 1,676 shares; 2025Q3: not reported; 2025Q4: 1,789 shares; 2026Q1: 1,671 shares 1,671 $425K 0.01% -118 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 4,386 shares; 2025Q4: 3,519 shares; 2026Q1: 3,587 shares 3,587 $425K 0.01% +68 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,091 shares; 2025Q4: 34,081 shares; 2026Q1: 32,751 shares 32,751 $425K 0.01% -1,330 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 2,993 shares; 2026Q1: 4,046 shares 4,046 $425K 0.01% +1,053 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 2,019 shares; 2025Q1: 2,296 shares; 2025Q2: 2,130 shares; 2025Q3: 2,493 shares; 2025Q4: 2,398 shares; 2026Q1: 2,450 shares 2,450 $425K 0.01% +52 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: 1,954 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,743 shares; 2025Q4: 3,590 shares; 2026Q1: 2,957 shares 2,957 $424K 0.01% -633 Timeline SPTM 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: 7,097 shares; 2024Q4: 7,985 shares; 2025Q1: 6,440 shares; 2025Q2: 7,892 shares; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares; 2026Q1: 5,352 shares 5,352 $423K 0.01% -102 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: not reported; 2024Q4: 2,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,298 shares; 2025Q4: 3,716 shares; 2026Q1: 4,691 shares 4,691 $423K 0.01% +975 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 10,547 shares; 2025Q4: 9,298 shares; 2026Q1: 7,871 shares 7,871 $422K 0.01% -1,427 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,742 shares; 2025Q4: 14,606 shares; 2026Q1: 18,568 shares 18,568 $421K 0.01% +3,962 Timeline IWS 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: 2,752 shares; 2024Q4: 2,593 shares; 2025Q1: 2,597 shares; 2025Q2: 2,628 shares; 2025Q3: 2,581 shares; 2025Q4: 3,020 shares; 2026Q1: 2,875 shares 2,875 $419K 0.01% -145 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,762 shares; 2025Q2: not reported; 2025Q3: 16,051 shares; 2025Q4: 19,755 shares; 2026Q1: 24,926 shares 24,926 $419K 0.01% +5,171 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,113 shares; 2025Q2: 5,232 shares; 2025Q3: 9,736 shares; 2025Q4: 6,194 shares; 2026Q1: 1,807 shares 1,807 $417K 0.01% -4,387 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,834 shares; 2025Q4: 7,137 shares; 2026Q1: 8,286 shares 8,286 $417K 0.01% +1,149 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,957 shares; 2025Q2: 8,822 shares; 2025Q3: 9,011 shares; 2025Q4: 8,782 shares; 2026Q1: 9,245 shares 9,245 $416K 0.01% +463 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,777 shares; 2026Q1: 4,673 shares 4,673 $416K 0.01% +1,896 Timeline MOAT 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: 2,929 shares; 2024Q4: 2,920 shares; 2025Q1: 2,996 shares; 2025Q2: 3,542 shares; 2025Q3: 3,674 shares; 2025Q4: 3,409 shares; 2026Q1: 4,299 shares 4,299 $416K 0.01% +890 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: 3,911 shares; 2025Q1: 3,657 shares; 2025Q2: 3,998 shares; 2025Q3: 4,279 shares; 2025Q4: 4,670 shares; 2026Q1: 4,858 shares 4,858 $412K 0.01% +188 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 13,550 shares; 2025Q1: 13,551 shares; 2025Q2: 13,650 shares; 2025Q3: 14,023 shares; 2025Q4: 14,328 shares; 2026Q1: 13,628 shares 13,628 $412K 0.01% -700 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: 509 shares; 2024Q4: 676 shares; 2025Q1: 1,010 shares; 2025Q2: 1,405 shares; 2025Q3: 1,511 shares; 2025Q4: 1,602 shares; 2026Q1: 1,204 shares 1,204 $411K 0.01% -398 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,945 shares; 2025Q2: 29,662 shares; 2025Q3: not reported; 2025Q4: 10,929 shares; 2026Q1: 10,779 shares 10,779 $411K 0.01% -150 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES 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: 96,487 shares; 2025Q4: 102,205 shares; 2026Q1: 116,365 shares 116,365 $411K 0.01% +14,160 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: 24,951 shares; 2024Q4: 22,294 shares; 2025Q1: 13,484 shares; 2025Q2: 10,138 shares; 2025Q3: 8,297 shares; 2025Q4: 8,126 shares; 2026Q1: 8,474 shares 8,474 $409K 0.01% +348 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: 3,593 shares; 2024Q4: 4,420 shares; 2025Q1: not reported; 2025Q2: 2,951 shares; 2025Q3: 7,221 shares; 2025Q4: 8,486 shares; 2026Q1: 6,325 shares 6,325 $409K 0.01% -2,161 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,910 shares; 2024Q4: 13,935 shares; 2025Q1: 26,960 shares; 2025Q2: 15,400 shares; 2025Q3: 19,342 shares; 2025Q4: 21,086 shares; 2026Q1: 15,774 shares 15,774 $408K 0.01% -5,312 Timeline CGCB 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: not reported; 2025Q4: 9,436 shares; 2026Q1: 15,436 shares 15,436 $405K 0.01% +6,000 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 12,735 shares; 2025Q1: 8,512 shares; 2025Q2: 8,416 shares; 2025Q3: 8,365 shares; 2025Q4: 7,765 shares; 2026Q1: 8,480 shares 8,480 $405K 0.01% +715 Timeline BFEB 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: 9,155 shares; 2025Q3: 8,305 shares; 2025Q4: 8,080 shares; 2026Q1: 8,482 shares 8,482 $405K 0.01% +402 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,482 shares; 2025Q3: 7,532 shares; 2025Q4: 7,582 shares; 2026Q1: 8,742 shares 8,742 $404K 0.01% +1,160 Timeline