AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 9,577 shares; 2025Q1: 5,747 shares; 2025Q2: 5,045 shares; 2025Q3: 4,475 shares; 2025Q4: 5,649 shares; 2026Q1: 4,103 shares 4,103 $709K <0.01% -1,546 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 13,151 shares; 2025Q1: 18,852 shares; 2025Q2: 28,146 shares; 2025Q3: 30,102 shares; 2025Q4: 50,717 shares; 2026Q1: 77,291 shares 77,291 $706K <0.01% +26,574 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 14,959 shares; 2025Q1: 13,434 shares; 2025Q2: 10,744 shares; 2025Q3: 9,689 shares; 2025Q4: 9,811 shares; 2026Q1: 9,482 shares 9,482 $705K <0.01% -329 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 12,235 shares; 2025Q1: 12,173 shares; 2025Q2: 24,002 shares; 2025Q3: 24,380 shares; 2025Q4: 27,290 shares; 2026Q1: 16,711 shares 16,711 $705K <0.01% -10,579 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,264 shares; 2026Q1: 80,125 shares 80,125 $699K <0.01% +14,861 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,840 shares; 2024Q4: 7,906 shares; 2025Q1: 8,060 shares; 2025Q2: 8,288 shares; 2025Q3: 6,753 shares; 2025Q4: 7,403 shares; 2026Q1: 6,837 shares 6,837 $697K <0.01% -566 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,355 shares 26,355 $695K <0.01% new Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,239 shares; 2025Q4: 6,795 shares; 2026Q1: 13,804 shares 13,804 $695K <0.01% +7,009 Timeline DMAY 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: 5,993 shares; 2025Q4: 10,868 shares; 2026Q1: 15,457 shares 15,457 $694K <0.01% +4,589 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 17,602 shares; 2025Q1: 18,548 shares; 2025Q2: 14,729 shares; 2025Q3: 14,629 shares; 2025Q4: 14,298 shares; 2026Q1: 16,152 shares 16,152 $694K <0.01% +1,854 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,348 shares; 2024Q4: 28,098 shares; 2025Q1: 27,466 shares; 2025Q2: 28,716 shares; 2025Q3: 47,862 shares; 2025Q4: 49,548 shares; 2026Q1: 55,328 shares 55,328 $694K <0.01% +5,780 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,408 shares; 2025Q1: 4,169 shares; 2025Q2: 4,262 shares; 2025Q3: 4,053 shares; 2025Q4: 4,872 shares; 2026Q1: 4,731 shares 4,731 $692K <0.01% -141 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,262 shares; 2025Q1: 21,081 shares; 2025Q2: 30,033 shares; 2025Q3: 34,279 shares; 2025Q4: 32,350 shares; 2026Q1: 11,371 shares 11,371 $692K <0.01% -20,979 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 13,629 shares; 2025Q1: 23,206 shares; 2025Q2: 13,328 shares; 2025Q3: 13,130 shares; 2025Q4: 12,904 shares; 2026Q1: 10,794 shares 10,794 $691K <0.01% -2,110 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 9,610 shares; 2025Q1: 12,812 shares; 2025Q2: 9,180 shares; 2025Q3: 9,066 shares; 2025Q4: 9,607 shares; 2026Q1: 7,601 shares 7,601 $689K <0.01% -2,006 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 9,493 shares; 2025Q1: 8,134 shares; 2025Q2: 8,355 shares; 2025Q3: 6,781 shares; 2025Q4: 23,983 shares; 2026Q1: 12,178 shares 12,178 $689K <0.01% -11,805 Timeline SYFI 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: 10,505 shares; 2025Q1: 17,995 shares; 2025Q2: 19,478 shares; 2025Q3: 11,676 shares; 2025Q4: 19,089 shares; 2026Q1: 19,373 shares 19,373 $688K <0.01% +284 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: 16,906 shares; 2024Q4: 17,794 shares; 2025Q1: 21,273 shares; 2025Q2: 25,126 shares; 2025Q3: 28,527 shares; 2025Q4: 29,050 shares; 2026Q1: 27,139 shares 27,139 $687K <0.01% -1,911 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 29,673 shares; 2025Q1: 28,849 shares; 2025Q2: 25,597 shares; 2025Q3: 25,328 shares; 2025Q4: 25,609 shares; 2026Q1: 21,015 shares 21,015 $684K <0.01% -4,594 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,311 shares; 2026Q1: 18,372 shares 18,372 $683K <0.01% +61 Timeline DTH 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: 16,526 shares; 2024Q4: 16,425 shares; 2025Q1: 17,249 shares; 2025Q2: 15,612 shares; 2025Q3: 17,960 shares; 2025Q4: 19,613 shares; 2026Q1: 12,631 shares 12,631 $683K <0.01% -6,982 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: 20,150 shares; 2024Q4: 20,250 shares; 2025Q1: 17,195 shares; 2025Q2: 15,689 shares; 2025Q3: 21,489 shares; 2025Q4: 23,727 shares; 2026Q1: 13,978 shares 13,978 $683K <0.01% -9,749 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 4,752 shares; 2025Q2: 4,784 shares; 2025Q3: 4,826 shares; 2025Q4: 5,047 shares; 2026Q1: 15,282 shares 15,282 $683K <0.01% +10,235 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 3,967 shares; 2025Q1: 3,905 shares; 2025Q2: 3,472 shares; 2025Q3: 2,561 shares; 2025Q4: 2,772 shares; 2026Q1: 2,373 shares 2,373 $680K <0.01% -399 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,992 shares; 2025Q1: 2,690 shares; 2025Q2: 3,095 shares; 2025Q3: 3,515 shares; 2025Q4: 3,674 shares; 2026Q1: 3,056 shares 3,056 $679K <0.01% -618 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,927 shares; 2024Q4: 31,793 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,497 shares; 2025Q4: 18,580 shares; 2026Q1: 21,073 shares 21,073 $678K <0.01% +2,493 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: 29,820 shares; 2024Q4: 29,042 shares; 2025Q1: 29,150 shares; 2025Q2: 24,490 shares; 2025Q3: 35,016 shares; 2025Q4: 28,269 shares; 2026Q1: 23,033 shares 23,033 $676K <0.01% -5,236 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,727 shares; 2025Q3: 15,186 shares; 2025Q4: 22,994 shares; 2026Q1: 43,846 shares 43,846 $676K <0.01% +20,852 Timeline TOCT 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: 40,752 shares; 2026Q1: 25,617 shares 25,617 $673K <0.01% -15,135 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,613 shares; 2024Q4: 44,079 shares; 2025Q1: 46,908 shares; 2025Q2: 56,795 shares; 2025Q3: 56,082 shares; 2025Q4: 56,447 shares; 2026Q1: 44,798 shares 44,798 $673K <0.01% -11,649 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,324 shares; 2024Q4: 23,820 shares; 2025Q1: 22,206 shares; 2025Q2: 19,020 shares; 2025Q3: 9,934 shares; 2025Q4: 6,202 shares; 2026Q1: 11,100 shares 11,100 $673K <0.01% +4,898 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,825 shares; 2026Q1: 13,887 shares 13,887 $669K <0.01% +6,062 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 13,870 shares; 2025Q1: 14,121 shares; 2025Q2: 15,680 shares; 2025Q3: 16,833 shares; 2025Q4: 22,660 shares; 2026Q1: 20,233 shares 20,233 $669K <0.01% -2,427 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,558 shares; 2024Q4: 45,466 shares; 2025Q1: 66,003 shares; 2025Q2: 65,332 shares; 2025Q3: 63,313 shares; 2025Q4: 60,584 shares; 2026Q1: 58,397 shares 58,397 $669K <0.01% -2,187 Timeline QBUF 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: 14,463 shares; 2025Q2: 17,661 shares; 2025Q3: 19,680 shares; 2025Q4: 21,334 shares; 2026Q1: 22,902 shares 22,902 $669K <0.01% +1,568 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: 19,976 shares; 2024Q4: 28,486 shares; 2025Q1: 32,987 shares; 2025Q2: 35,187 shares; 2025Q3: 49,345 shares; 2025Q4: 40,643 shares; 2026Q1: 38,777 shares 38,777 $668K <0.01% -1,866 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 9,564 shares; 2025Q1: 10,078 shares; 2025Q2: 10,669 shares; 2025Q3: 10,215 shares; 2025Q4: 10,357 shares; 2026Q1: 6,822 shares 6,822 $666K <0.01% -3,535 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 951 shares; 2025Q1: 1,080 shares; 2025Q2: 925 shares; 2025Q3: 1,269 shares; 2025Q4: 1,238 shares; 2026Q1: 1,375 shares 1,375 $666K <0.01% +137 Timeline GNMA 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: 15,698 shares; 2024Q4: 17,070 shares; 2025Q1: 19,812 shares; 2025Q2: 18,684 shares; 2025Q3: 21,892 shares; 2025Q4: 23,051 shares; 2026Q1: 15,012 shares 15,012 $665K <0.01% -8,039 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: not reported; 2025Q1: 8,931 shares; 2025Q2: 12,002 shares; 2025Q3: 12,702 shares; 2025Q4: 9,337 shares; 2026Q1: 9,128 shares 9,128 $665K <0.01% -209 Timeline PEXL 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: 20,616 shares; 2024Q4: 21,330 shares; 2025Q1: 19,098 shares; 2025Q2: 16,579 shares; 2025Q3: 16,185 shares; 2025Q4: 15,419 shares; 2026Q1: 11,303 shares 11,303 $663K <0.01% -4,116 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,452 shares; 2025Q4: 8,517 shares; 2026Q1: 11,132 shares 11,132 $661K <0.01% +2,615 Timeline UOCT 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: 30,979 shares; 2025Q1: 30,979 shares; 2025Q2: 25,407 shares; 2025Q3: 9,315 shares; 2025Q4: 38,276 shares; 2026Q1: 17,265 shares 17,265 $660K <0.01% -21,011 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,375 shares; 2024Q4: 18,771 shares; 2025Q1: 21,239 shares; 2025Q2: 25,851 shares; 2025Q3: 27,551 shares; 2025Q4: 29,410 shares; 2026Q1: 28,324 shares 28,324 $660K <0.01% -1,086 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 13,980 shares; 2025Q1: 13,601 shares; 2025Q2: 11,127 shares; 2025Q3: 11,094 shares; 2025Q4: 12,217 shares; 2026Q1: 9,642 shares 9,642 $660K <0.01% -2,575 Timeline RYLD 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: 16,405 shares; 2025Q1: 15,904 shares; 2025Q2: 30,569 shares; 2025Q3: 36,262 shares; 2025Q4: 36,649 shares; 2026Q1: 44,124 shares 44,124 $660K <0.01% +7,475 Timeline STCE 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: 56,543 shares; 2026Q1: 12,687 shares 12,687 $659K <0.01% -43,856 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,396 shares; 2025Q1: 13,074 shares; 2025Q2: 14,100 shares; 2025Q3: 13,849 shares; 2025Q4: 14,052 shares; 2026Q1: 10,665 shares 10,665 $658K <0.01% -3,387 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 8,333 shares 8,333 $658K <0.01% new Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,773 shares; 2024Q4: 17,805 shares; 2025Q1: 14,754 shares; 2025Q2: 14,545 shares; 2025Q3: 36,058 shares; 2025Q4: 53,694 shares; 2026Q1: 26,673 shares 26,673 $657K <0.01% -27,021 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly 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: 2,448 shares; 2025Q4: 2,552 shares; 2026Q1: 2,044 shares 2,044 $657K <0.01% -508 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,464 shares; 2025Q1: 3,144 shares; 2025Q2: 3,495 shares; 2025Q3: 3,962 shares; 2025Q4: 3,734 shares; 2026Q1: 3,289 shares 3,289 $657K <0.01% -445 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,277 shares; 2024Q4: 65,394 shares; 2025Q1: 87,028 shares; 2025Q2: 108,918 shares; 2025Q3: 86,386 shares; 2025Q4: 96,767 shares; 2026Q1: 59,304 shares 59,304 $656K <0.01% -37,463 Timeline QGRW 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: 18,644 shares; 2024Q4: 18,670 shares; 2025Q1: 15,529 shares; 2025Q2: 88,004 shares; 2025Q3: 39,635 shares; 2025Q4: 38,608 shares; 2026Q1: 12,226 shares 12,226 $653K <0.01% -26,382 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 13,198 shares; 2025Q1: 10,567 shares; 2025Q2: 10,049 shares; 2025Q3: 5,891 shares; 2025Q4: 18,200 shares; 2026Q1: 14,032 shares 14,032 $652K <0.01% -4,168 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,758 shares; 2024Q4: 38,023 shares; 2025Q1: 37,225 shares; 2025Q2: 50,361 shares; 2025Q3: 49,553 shares; 2025Q4: 49,500 shares; 2026Q1: 18,413 shares 18,413 $651K <0.01% -31,087 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,676 shares; 2025Q4: 12,931 shares; 2026Q1: 12,109 shares 12,109 $650K <0.01% -822 Timeline BITO 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: 93,050 shares; 2024Q4: 29,431 shares; 2025Q1: 60,065 shares; 2025Q2: 62,197 shares; 2025Q3: 73,742 shares; 2025Q4: 64,739 shares; 2026Q1: 69,622 shares 69,622 $648K <0.01% +4,883 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: not reported; 2024Q4: 9,581 shares; 2025Q1: 12,274 shares; 2025Q2: 14,594 shares; 2025Q3: 22,818 shares; 2025Q4: 25,489 shares; 2026Q1: 28,936 shares 28,936 $648K <0.01% +3,447 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,236 shares 29,236 $648K <0.01% new Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 12,478 shares; 2025Q1: 13,583 shares; 2025Q2: 10,548 shares; 2025Q3: 20,866 shares; 2025Q4: 22,835 shares; 2026Q1: 15,824 shares 15,824 $646K <0.01% -7,011 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,582 shares; 2025Q1: 3,612 shares; 2025Q2: 4,312 shares; 2025Q3: 6,441 shares; 2025Q4: 6,929 shares; 2026Q1: 5,059 shares 5,059 $645K <0.01% -1,870 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: 9,066 shares; 2024Q4: 9,363 shares; 2025Q1: 7,665 shares; 2025Q2: 7,594 shares; 2025Q3: 7,292 shares; 2025Q4: 8,980 shares; 2026Q1: 8,727 shares 8,727 $645K <0.01% -253 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,716 shares; 2025Q1: 23,175 shares; 2025Q2: 24,334 shares; 2025Q3: 25,119 shares; 2025Q4: 27,591 shares; 2026Q1: 9,874 shares 9,874 $644K <0.01% -17,717 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 4,308 shares; 2025Q1: 3,961 shares; 2025Q2: 4,412 shares; 2025Q3: 3,960 shares; 2025Q4: 6,172 shares; 2026Q1: 5,459 shares 5,459 $643K <0.01% -713 Timeline OIH 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: 5,776 shares; 2025Q1: 2,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,589 shares 1,589 $642K <0.01% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 9,465 shares; 2025Q1: 12,378 shares; 2025Q2: 14,109 shares; 2025Q3: 9,970 shares; 2025Q4: 10,598 shares; 2026Q1: 10,374 shares 10,374 $642K <0.01% -224 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: 3,725 shares; 2025Q4: 8,490 shares; 2026Q1: 6,890 shares 6,890 $641K <0.01% -1,600 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 12,675 shares; 2025Q1: 15,107 shares; 2025Q2: 15,561 shares; 2025Q3: 18,484 shares; 2025Q4: 12,581 shares; 2026Q1: 14,661 shares 14,661 $641K <0.01% +2,080 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,143 shares; 2025Q4: 20,241 shares; 2026Q1: 21,567 shares 21,567 $641K <0.01% +1,326 Timeline GQRE 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: 24,629 shares; 2024Q4: 26,024 shares; 2025Q1: 32,831 shares; 2025Q2: 7,275 shares; 2025Q3: 8,636 shares; 2025Q4: 9,626 shares; 2026Q1: 10,697 shares 10,697 $639K <0.01% +1,071 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: 8,501 shares; 2024Q4: 8,557 shares; 2025Q1: 6,868 shares; 2025Q2: 6,484 shares; 2025Q3: 4,128 shares; 2025Q4: 9,518 shares; 2026Q1: 11,035 shares 11,035 $639K <0.01% +1,517 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 8,717 shares; 2025Q3: 9,314 shares; 2025Q4: 11,992 shares; 2026Q1: 13,182 shares 13,182 $638K <0.01% +1,190 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,480 shares; 2024Q4: 35,733 shares; 2025Q1: 25,134 shares; 2025Q2: 30,179 shares; 2025Q3: 31,207 shares; 2025Q4: 31,172 shares; 2026Q1: 19,146 shares 19,146 $637K <0.01% -12,026 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: 8,841 shares; 2024Q4: 8,932 shares; 2025Q1: 13,129 shares; 2025Q2: 8,998 shares; 2025Q3: 9,183 shares; 2025Q4: 10,071 shares; 2026Q1: 8,874 shares 8,874 $637K <0.01% -1,197 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: not reported; 2025Q1: 6,771 shares; 2025Q2: 6,810 shares; 2025Q3: 15,567 shares; 2025Q4: 17,261 shares; 2026Q1: 15,924 shares 15,924 $634K <0.01% -1,337 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,555 shares; 2025Q1: 7,282 shares; 2025Q2: 6,952 shares; 2025Q3: 6,897 shares; 2025Q4: 7,222 shares; 2026Q1: 5,799 shares 5,799 $633K <0.01% -1,423 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,550 shares; 2024Q4: 18,101 shares; 2025Q1: 20,488 shares; 2025Q2: 102,069 shares; 2025Q3: 32,608 shares; 2025Q4: 55,876 shares; 2026Q1: 92,114 shares 92,114 $633K <0.01% +36,238 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 12,357 shares; 2025Q1: 7,859 shares; 2025Q2: 6,139 shares; 2025Q3: 5,983 shares; 2025Q4: 6,465 shares; 2026Q1: 4,736 shares 4,736 $630K <0.01% -1,729 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,523 shares 19,523 $630K <0.01% new Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 24,812 shares 24,812 $629K <0.01% new Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,351 shares; 2025Q1: 7,187 shares; 2025Q2: 7,373 shares; 2025Q3: 7,782 shares; 2025Q4: 8,331 shares; 2026Q1: 7,155 shares 7,155 $628K <0.01% -1,176 Timeline TIPX 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: 13,263 shares; 2024Q4: 10,879 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,544 shares; 2025Q4: 25,531 shares; 2026Q1: 32,614 shares 32,614 $626K <0.01% +7,083 Timeline SWP MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly 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: 22,906 shares; 2026Q1: 23,457 shares 23,457 $624K <0.01% +551 Timeline FNY 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: 8,641 shares; 2024Q4: 9,717 shares; 2025Q1: 8,702 shares; 2025Q2: 8,709 shares; 2025Q3: 8,446 shares; 2025Q4: 7,600 shares; 2026Q1: 6,876 shares 6,876 $622K <0.01% -724 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: 6,309 shares; 2024Q4: 6,159 shares; 2025Q1: 6,512 shares; 2025Q2: 6,585 shares; 2025Q3: 6,656 shares; 2025Q4: 7,924 shares; 2026Q1: 7,311 shares 7,311 $622K <0.01% -613 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,951 shares; 2025Q1: 7,476 shares; 2025Q2: 8,438 shares; 2025Q3: 5,745 shares; 2025Q4: 10,885 shares; 2026Q1: 8,608 shares 8,608 $620K <0.01% -2,277 Timeline IGLD 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: 14,326 shares; 2025Q4: 20,525 shares; 2026Q1: 24,304 shares 24,304 $620K <0.01% +3,779 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,799 shares; 2025Q3: 38,593 shares; 2025Q4: 20,150 shares; 2026Q1: 21,118 shares 21,118 $620K <0.01% +968 Timeline NANR 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: not reported; 2025Q2: 4,824 shares; 2025Q3: 5,269 shares; 2025Q4: 9,041 shares; 2026Q1: 7,360 shares 7,360 $618K <0.01% -1,681 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 13,276 shares; 2025Q1: 15,823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 25,799 shares 25,799 $617K <0.01% +13,799 Timeline KJUL 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: 8,371 shares; 2024Q4: 13,754 shares; 2025Q1: 14,547 shares; 2025Q2: 14,384 shares; 2025Q3: 18,577 shares; 2025Q4: 22,268 shares; 2026Q1: 19,262 shares 19,262 $617K <0.01% -3,006 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: 909 shares; 2024Q4: 1,024 shares; 2025Q1: 1,423 shares; 2025Q2: 1,585 shares; 2025Q3: 1,629 shares; 2025Q4: 1,857 shares; 2026Q1: 2,026 shares 2,026 $616K <0.01% +169 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 6,361 shares; 2025Q1: 5,271 shares; 2025Q2: 5,639 shares; 2025Q3: 5,954 shares; 2025Q4: 6,328 shares; 2026Q1: 5,138 shares 5,138 $614K <0.01% -1,190 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,429 shares; 2024Q4: 18,783 shares; 2025Q1: 15,200 shares; 2025Q2: 14,956 shares; 2025Q3: 15,102 shares; 2025Q4: 15,259 shares; 2026Q1: 13,407 shares 13,407 $611K <0.01% -1,852 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,496 shares; 2024Q4: 7,698 shares; 2025Q1: 4,418 shares; 2025Q2: 5,367 shares; 2025Q3: 5,095 shares; 2025Q4: 5,837 shares; 2026Q1: 5,160 shares 5,160 $610K <0.01% -677 Timeline ZDEK 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: 50,110 shares; 2025Q3: not reported; 2025Q4: 23,913 shares; 2026Q1: 23,782 shares 23,782 $609K <0.01% -131 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 28,625 shares; 2025Q1: 29,825 shares; 2025Q2: 49,575 shares; 2025Q3: 59,175 shares; 2025Q4: 77,875 shares; 2026Q1: 57,675 shares 57,675 $609K <0.01% -20,200 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,550 shares; 2026Q1: 61,466 shares 61,466 $609K <0.01% -13,084 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,049 shares; 2024Q4: 16,714 shares; 2025Q1: 20,967 shares; 2025Q2: 20,057 shares; 2025Q3: 15,792 shares; 2025Q4: 21,745 shares; 2026Q1: 15,174 shares 15,174 $608K <0.01% -6,571 Timeline LRGF 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: 121,227 shares; 2024Q4: 103,947 shares; 2025Q1: 15,551 shares; 2025Q2: 11,758 shares; 2025Q3: 10,528 shares; 2025Q4: 10,927 shares; 2026Q1: 9,217 shares 9,217 $608K <0.01% -1,710 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,499 shares; 2025Q1: 9,888 shares; 2025Q2: 10,996 shares; 2025Q3: 9,898 shares; 2025Q4: 8,628 shares; 2026Q1: 8,246 shares 8,246 $608K <0.01% -382 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: 11,218 shares; 2024Q4: 12,061 shares; 2025Q1: 12,419 shares; 2025Q2: 12,803 shares; 2025Q3: 12,778 shares; 2025Q4: 13,776 shares; 2026Q1: 7,963 shares 7,963 $607K <0.01% -5,813 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 2,064 shares; 2025Q2: 2,120 shares; 2025Q3: 2,310 shares; 2025Q4: 2,551 shares; 2026Q1: 3,225 shares 3,225 $606K <0.01% +674 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,376 shares; 2025Q1: 50,596 shares; 2025Q2: 37,705 shares; 2025Q3: 53,612 shares; 2025Q4: 36,181 shares; 2026Q1: 55,926 shares 55,926 $606K <0.01% +19,745 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,411 shares; 2024Q4: 15,565 shares; 2025Q1: 15,443 shares; 2025Q2: 15,395 shares; 2025Q3: 15,100 shares; 2025Q4: 15,061 shares; 2026Q1: 13,758 shares 13,758 $605K <0.01% -1,303 Timeline IDYN 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: 20,987 shares 20,987 $605K <0.01% new Timeline DFNM 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: 29,581 shares; 2024Q4: 25,872 shares; 2025Q1: 11,612 shares; 2025Q2: 11,698 shares; 2025Q3: 14,451 shares; 2025Q4: 12,463 shares; 2026Q1: 12,608 shares 12,608 $604K <0.01% +145 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,357 shares; 2025Q1: 3,683 shares; 2025Q2: 3,967 shares; 2025Q3: 3,931 shares; 2025Q4: 4,662 shares; 2026Q1: 3,751 shares 3,751 $601K <0.01% -911 Timeline EWW 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: 8,418 shares; 2024Q4: 9,901 shares; 2025Q1: 9,598 shares; 2025Q2: 12,225 shares; 2025Q3: 8,944 shares; 2025Q4: 9,091 shares; 2026Q1: 7,986 shares 7,986 $601K <0.01% -1,105 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 10,195 shares; 2025Q1: 9,193 shares; 2025Q2: 14,256 shares; 2025Q3: 14,272 shares; 2025Q4: 15,099 shares; 2026Q1: 13,765 shares 13,765 $600K <0.01% -1,334 Timeline UMAR 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: 5,778 shares; 2024Q4: not reported; 2025Q1: 7,214 shares; 2025Q2: 16,569 shares; 2025Q3: 11,171 shares; 2025Q4: 11,171 shares; 2026Q1: 15,052 shares 15,052 $598K <0.01% +3,881 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,872 shares; 2025Q1: 2,161 shares; 2025Q2: 2,610 shares; 2025Q3: 1,830 shares; 2025Q4: 2,700 shares; 2026Q1: 2,395 shares 2,395 $597K <0.01% -305 Timeline FNDC 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: 5,535 shares; 2025Q4: 9,523 shares; 2026Q1: 12,862 shares 12,862 $596K <0.01% +3,339 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 6,617 shares; 2025Q1: 6,723 shares; 2025Q2: 6,784 shares; 2025Q3: 7,036 shares; 2025Q4: 8,659 shares; 2026Q1: 5,925 shares 5,925 $596K <0.01% -2,734 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS 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: 27,598 shares; 2025Q3: 32,700 shares; 2025Q4: 44,120 shares; 2026Q1: 42,076 shares 42,076 $594K <0.01% -2,044 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 7,864 shares; 2025Q1: 7,081 shares; 2025Q2: 7,497 shares; 2025Q3: 7,345 shares; 2025Q4: 7,297 shares; 2026Q1: 7,012 shares 7,012 $594K <0.01% -285 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 12,223 shares; 2025Q1: 12,896 shares; 2025Q2: 18,479 shares; 2025Q3: 21,691 shares; 2025Q4: 23,400 shares; 2026Q1: 23,115 shares 23,115 $592K <0.01% -285 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,282 shares; 2024Q4: 80,088 shares; 2025Q1: 49,097 shares; 2025Q2: 47,903 shares; 2025Q3: 49,360 shares; 2025Q4: 45,357 shares; 2026Q1: 4,728 shares 4,728 $591K <0.01% -40,629 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 14,969 shares; 2025Q1: 16,899 shares; 2025Q2: 15,584 shares; 2025Q3: 14,095 shares; 2025Q4: 14,620 shares; 2026Q1: 13,682 shares 13,682 $591K <0.01% -938 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 7,483 shares; 2025Q1: 7,830 shares; 2025Q2: 10,288 shares; 2025Q3: 11,708 shares; 2025Q4: 9,491 shares; 2026Q1: 8,102 shares 8,102 $589K <0.01% -1,389 Timeline BJUN 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: 11,800 shares; 2024Q4: 12,610 shares; 2025Q1: 11,644 shares; 2025Q2: 17,232 shares; 2025Q3: 15,033 shares; 2025Q4: 16,635 shares; 2026Q1: 12,695 shares 12,695 $587K <0.01% -3,940 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 11,053 shares; 2025Q1: 13,476 shares; 2025Q2: 12,568 shares; 2025Q3: 12,305 shares; 2025Q4: 10,268 shares; 2026Q1: 7,340 shares 7,340 $586K <0.01% -2,928 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,038 shares; 2024Q4: 38,706 shares; 2025Q1: 40,181 shares; 2025Q2: 24,202 shares; 2025Q3: 22,038 shares; 2025Q4: 13,185 shares; 2026Q1: 7,738 shares 7,738 $585K <0.01% -5,447 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,736 shares; 2024Q4: 51,976 shares; 2025Q1: 51,555 shares; 2025Q2: 52,049 shares; 2025Q3: 52,918 shares; 2025Q4: 14,242 shares; 2026Q1: 13,075 shares 13,075 $585K <0.01% -1,167 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 11,887 shares; 2025Q1: 13,409 shares; 2025Q2: 14,839 shares; 2025Q3: 13,799 shares; 2025Q4: 17,228 shares; 2026Q1: 18,392 shares 18,392 $585K <0.01% +1,164 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES 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: not reported; 2025Q4: 40,328 shares; 2026Q1: 50,101 shares 50,101 $584K <0.01% +9,773 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: 4,260 shares; 2024Q4: 4,850 shares; 2025Q1: 5,067 shares; 2025Q2: 3,754 shares; 2025Q3: 3,554 shares; 2025Q4: 2,618 shares; 2026Q1: 1,952 shares 1,952 $583K <0.01% -666 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,652 shares; 2024Q4: 13,352 shares; 2025Q1: 19,912 shares; 2025Q2: 20,186 shares; 2025Q3: 19,562 shares; 2025Q4: 20,965 shares; 2026Q1: 16,103 shares 16,103 $582K <0.01% -4,862 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,511 shares; 2024Q4: 17,818 shares; 2025Q1: 18,271 shares; 2025Q2: 19,797 shares; 2025Q3: 20,003 shares; 2025Q4: 22,071 shares; 2026Q1: 13,096 shares 13,096 $582K <0.01% -8,975 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,201 shares; 2026Q1: 17,663 shares 17,663 $582K <0.01% +4,462 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 13,569 shares; 2025Q1: not reported; 2025Q2: 7,313 shares; 2025Q3: 10,590 shares; 2025Q4: 11,907 shares; 2026Q1: 12,888 shares 12,888 $581K <0.01% +981 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,212 shares; 2025Q2: 16,275 shares; 2025Q3: 16,984 shares; 2025Q4: 17,121 shares; 2026Q1: 29,909 shares 29,909 $581K <0.01% +12,788 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 6,151 shares; 2025Q1: 7,056 shares; 2025Q2: 6,442 shares; 2025Q3: 6,482 shares; 2025Q4: 4,587 shares; 2026Q1: 4,423 shares 4,423 $580K <0.01% -164 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,121 shares; 2025Q1: 2,462 shares; 2025Q2: 2,921 shares; 2025Q3: 2,460 shares; 2025Q4: 2,827 shares; 2026Q1: 2,827 shares 2,827 $579K <0.01% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 10,633 shares; 2025Q4: 16,738 shares; 2026Q1: 16,941 shares 16,941 $577K <0.01% +203 Timeline FDHY 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: 6,040 shares; 2024Q4: 6,651 shares; 2025Q1: 8,034 shares; 2025Q2: 7,120 shares; 2025Q3: 7,896 shares; 2025Q4: 10,441 shares; 2026Q1: 11,815 shares 11,815 $573K <0.01% +1,374 Timeline IVVW 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: 13,120 shares 13,120 $573K <0.01% new 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: 28,710 shares; 2024Q4: 26,719 shares; 2025Q1: 28,312 shares; 2025Q2: 27,470 shares; 2025Q3: 29,209 shares; 2025Q4: 23,387 shares; 2026Q1: 8,756 shares 8,756 $571K <0.01% -14,631 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,900 shares 20,900 $570K <0.01% new Timeline TILE INTERFACE INC More: the full row for INTERFACE 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: 13,882 shares; 2025Q3: 16,679 shares; 2025Q4: 20,207 shares; 2026Q1: 22,793 shares 22,793 $568K <0.01% +2,586 Timeline CRPT 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: 16,432 shares; 2025Q2: 34,258 shares; 2025Q3: 44,031 shares; 2025Q4: 51,958 shares; 2026Q1: 48,700 shares 48,700 $567K <0.01% -3,258 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,999 shares; 2025Q2: 2,163 shares; 2025Q3: 2,910 shares; 2025Q4: 3,572 shares; 2026Q1: 3,359 shares 3,359 $567K <0.01% -213 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 12,801 shares; 2025Q1: 13,237 shares; 2025Q2: 12,116 shares; 2025Q3: 11,426 shares; 2025Q4: 10,548 shares; 2026Q1: 11,561 shares 11,561 $566K <0.01% +1,013 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,917 shares; 2025Q2: 24,908 shares; 2025Q3: 28,500 shares; 2025Q4: 32,105 shares; 2026Q1: 39,163 shares 39,163 $565K <0.01% +7,058 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,298 shares; 2025Q1: 2,439 shares; 2025Q2: 4,269 shares; 2025Q3: 2,315 shares; 2025Q4: 5,565 shares; 2026Q1: 5,568 shares 5,568 $565K <0.01% +3 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 3,274 shares; 2025Q1: 3,064 shares; 2025Q2: 2,057 shares; 2025Q3: 1,671 shares; 2025Q4: 1,590 shares; 2026Q1: 3,556 shares 3,556 $563K <0.01% +1,966 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,341 shares; 2024Q4: 10,695 shares; 2025Q1: 3,716 shares; 2025Q2: 3,728 shares; 2025Q3: 3,611 shares; 2025Q4: 4,001 shares; 2026Q1: 3,320 shares 3,320 $563K <0.01% -681 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 283,404 shares; 2025Q2: 393,494 shares; 2025Q3: 75,323 shares; 2025Q4: 12,801 shares; 2026Q1: 16,380 shares 16,380 $558K <0.01% +3,579 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,126 shares; 2024Q4: 20,345 shares; 2025Q1: 18,348 shares; 2025Q2: 15,177 shares; 2025Q3: 12,343 shares; 2025Q4: 13,293 shares; 2026Q1: 11,183 shares 11,183 $557K <0.01% -2,110 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,610 shares; 2025Q1: 10,790 shares; 2025Q2: 13,493 shares; 2025Q3: 22,247 shares; 2025Q4: 29,637 shares; 2026Q1: 11,075 shares 11,075 $553K <0.01% -18,562 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: 13,183 shares; 2025Q4: 13,325 shares; 2026Q1: 11,767 shares 11,767 $553K <0.01% -1,558 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 20,370 shares; 2025Q1: 20,591 shares; 2025Q2: 10,535 shares; 2025Q3: 9,814 shares; 2025Q4: 8,502 shares; 2026Q1: 9,217 shares 9,217 $553K <0.01% +715 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,254 shares 16,254 $552K <0.01% new Timeline RBUF 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: 8,848 shares; 2025Q2: 12,044 shares; 2025Q3: 13,892 shares; 2025Q4: 15,709 shares; 2026Q1: 18,810 shares 18,810 $551K <0.01% +3,101 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: 4,667 shares; 2024Q4: 2,961 shares; 2025Q1: 3,404 shares; 2025Q2: 3,448 shares; 2025Q3: 2,882 shares; 2025Q4: 3,331 shares; 2026Q1: 2,600 shares 2,600 $551K <0.01% -731 Timeline DGCB 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: 3,887 shares; 2025Q4: 6,115 shares; 2026Q1: 10,166 shares 10,166 $550K <0.01% +4,051 Timeline FIDI 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: 22,370 shares; 2024Q4: 23,040 shares; 2025Q1: 20,001 shares; 2025Q2: 18,408 shares; 2025Q3: 19,980 shares; 2025Q4: 20,846 shares; 2026Q1: 19,916 shares 19,916 $550K <0.01% -930 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 3,598 shares; 2025Q1: 4,978 shares; 2025Q2: 5,818 shares; 2025Q3: 7,567 shares; 2025Q4: 7,118 shares; 2026Q1: 5,626 shares 5,626 $549K <0.01% -1,492 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,880 shares; 2025Q1: 7,856 shares; 2025Q2: 7,934 shares; 2025Q3: 5,645 shares; 2025Q4: 11,334 shares; 2026Q1: 9,722 shares 9,722 $548K <0.01% -1,612 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 4,471 shares; 2025Q1: 4,066 shares; 2025Q2: 3,804 shares; 2025Q3: 2,854 shares; 2025Q4: 3,374 shares; 2026Q1: 2,382 shares 2,382 $547K <0.01% -992 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,507 shares 26,507 $547K <0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 16,711 shares; 2025Q1: 25,274 shares; 2025Q2: 26,258 shares; 2025Q3: 27,921 shares; 2025Q4: 23,069 shares; 2026Q1: 11,506 shares 11,506 $545K <0.01% -11,563 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,785 shares 10,785 $544K <0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,787 shares; 2025Q1: not reported; 2025Q2: 1,774 shares; 2025Q3: 2,833 shares; 2025Q4: 3,365 shares; 2026Q1: 2,896 shares 2,896 $542K <0.01% -469 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 11,960 shares; 2025Q1: 10,018 shares; 2025Q2: 5,589 shares; 2025Q3: 5,627 shares; 2025Q4: 5,697 shares; 2026Q1: 5,002 shares 5,002 $541K <0.01% -695 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,633 shares; 2025Q1: 3,481 shares; 2025Q2: 5,918 shares; 2025Q3: 5,017 shares; 2025Q4: 5,497 shares; 2026Q1: 5,419 shares 5,419 $539K <0.01% -78 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,522 shares; 2025Q1: 2,640 shares; 2025Q2: 2,931 shares; 2025Q3: 2,906 shares; 2025Q4: 3,778 shares; 2026Q1: 3,139 shares 3,139 $537K <0.01% -639 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 11,992 shares; 2025Q1: 14,418 shares; 2025Q2: 14,150 shares; 2025Q3: 10,227 shares; 2025Q4: 11,844 shares; 2026Q1: 12,860 shares 12,860 $537K <0.01% +1,016 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 4,165 shares; 2025Q1: 4,720 shares; 2025Q2: 4,698 shares; 2025Q3: 4,166 shares; 2025Q4: 4,437 shares; 2026Q1: 4,258 shares 4,258 $536K <0.01% -179 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares; 2025Q4: 1,876 shares; 2026Q1: 3,902 shares 3,902 $535K <0.01% +2,026 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,967 shares; 2026Q1: 24,625 shares 24,625 $535K <0.01% +13,658 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,403 shares; 2024Q4: 14,107 shares; 2025Q1: 14,092 shares; 2025Q2: 16,353 shares; 2025Q3: 18,086 shares; 2025Q4: 18,679 shares; 2026Q1: 20,648 shares 20,648 $534K <0.01% +1,969 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: 6,087 shares; 2024Q4: 13,135 shares; 2025Q1: 15,456 shares; 2025Q2: 13,988 shares; 2025Q3: 13,358 shares; 2025Q4: 10,464 shares; 2026Q1: 8,223 shares 8,223 $534K <0.01% -2,241 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,328 shares; 2026Q1: 6,575 shares 6,575 $533K <0.01% +2,247 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 8,893 shares; 2025Q1: 7,955 shares; 2025Q2: 7,225 shares; 2025Q3: 6,608 shares; 2025Q4: 7,344 shares; 2026Q1: 7,071 shares 7,071 $533K <0.01% -273 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,611 shares; 2025Q3: 28,535 shares; 2025Q4: 13,208 shares; 2026Q1: 21,495 shares 21,495 $532K <0.01% +8,287 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 3,021 shares; 2025Q1: 3,388 shares; 2025Q2: 3,005 shares; 2025Q3: 3,423 shares; 2025Q4: 3,392 shares; 2026Q1: 3,253 shares 3,253 $531K <0.01% -139 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,044 shares; 2025Q1: 12,962 shares; 2025Q2: 16,758 shares; 2025Q3: 18,389 shares; 2025Q4: 17,545 shares; 2026Q1: 9,514 shares 9,514 $531K <0.01% -8,031 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 4,043 shares; 2025Q1: 4,064 shares; 2025Q2: 4,350 shares; 2025Q3: 4,421 shares; 2025Q4: 4,715 shares; 2026Q1: 3,870 shares 3,870 $530K <0.01% -845 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: 8,755 shares; 2024Q4: 8,449 shares; 2025Q1: 8,918 shares; 2025Q2: 8,748 shares; 2025Q3: 8,790 shares; 2025Q4: 10,020 shares; 2026Q1: 7,280 shares 7,280 $529K <0.01% -2,740 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,550 shares; 2025Q1: 17,397 shares; 2025Q2: 20,656 shares; 2025Q3: 25,053 shares; 2025Q4: 23,323 shares; 2026Q1: 17,810 shares 17,810 $529K <0.01% -5,513 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: 4,173 shares; 2024Q4: 5,051 shares; 2025Q1: 5,382 shares; 2025Q2: 5,277 shares; 2025Q3: 4,592 shares; 2025Q4: 4,889 shares; 2026Q1: 2,076 shares 2,076 $528K <0.01% -2,813 Timeline DUKQ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 19,460 shares; 2025Q4: 19,460 shares; 2026Q1: 19,460 shares 19,460 $528K <0.01% 0 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 2,234 shares; 2025Q1: 2,710 shares; 2025Q2: 2,760 shares; 2025Q3: 2,505 shares; 2025Q4: 2,522 shares; 2026Q1: 2,106 shares 2,106 $528K <0.01% -416 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 10,889 shares; 2025Q1: 10,153 shares; 2025Q2: 10,357 shares; 2025Q3: 9,969 shares; 2025Q4: 10,890 shares; 2026Q1: 10,075 shares 10,075 $527K <0.01% -815 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,584 shares; 2025Q1: 48,380 shares; 2025Q2: 46,378 shares; 2025Q3: 37,359 shares; 2025Q4: 32,175 shares; 2026Q1: 19,897 shares 19,897 $526K <0.01% -12,278 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: 5,076 shares; 2025Q2: not reported; 2025Q3: 7,188 shares; 2025Q4: 8,742 shares; 2026Q1: 12,446 shares 12,446 $525K <0.01% +3,704 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 19,008 shares; 2025Q1: 29,004 shares; 2025Q2: 48,479 shares; 2025Q3: 58,977 shares; 2025Q4: 59,729 shares; 2026Q1: 34,809 shares 34,809 $524K <0.01% -24,920 Timeline QQA 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: 10,495 shares 10,495 $523K <0.01% new Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,619 shares; 2024Q4: 19,632 shares; 2025Q1: 20,566 shares; 2025Q2: 17,880 shares; 2025Q3: 14,141 shares; 2025Q4: 17,607 shares; 2026Q1: 16,924 shares 16,924 $522K <0.01% -683 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: 4,118 shares; 2025Q1: 4,071 shares; 2025Q2: 3,719 shares; 2025Q3: 3,902 shares; 2025Q4: 809 shares; 2026Q1: 1,802 shares 1,802 $521K <0.01% +993 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 6,428 shares; 2025Q1: 14,909 shares; 2025Q2: 14,704 shares; 2025Q3: 13,868 shares; 2025Q4: 13,868 shares; 2026Q1: 12,681 shares 12,681 $521K <0.01% -1,187 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,425 shares; 2024Q4: 17,979 shares; 2025Q1: 20,690 shares; 2025Q2: 21,131 shares; 2025Q3: 22,034 shares; 2025Q4: 23,260 shares; 2026Q1: 27,560 shares 27,560 $521K <0.01% +4,300 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,759 shares; 2024Q4: 10,108 shares; 2025Q1: 9,555 shares; 2025Q2: 9,899 shares; 2025Q3: 9,702 shares; 2025Q4: 9,913 shares; 2026Q1: 5,565 shares 5,565 $521K <0.01% -4,348 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,250 shares; 2025Q3: 10,589 shares; 2025Q4: 7,151 shares; 2026Q1: 7,631 shares 7,631 $520K <0.01% +480 Timeline AFLG 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: 6,222 shares; 2025Q1: 7,841 shares; 2025Q2: 7,860 shares; 2025Q3: 7,980 shares; 2025Q4: 10,193 shares; 2026Q1: 13,475 shares 13,475 $520K <0.01% +3,282 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,087 shares; 2024Q4: 67,683 shares; 2025Q1: 94,595 shares; 2025Q2: 98,251 shares; 2025Q3: 111,200 shares; 2025Q4: 125,967 shares; 2026Q1: 65,871 shares 65,871 $520K <0.01% -60,096 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 4,860 shares; 2025Q1: 5,276 shares; 2025Q2: 5,659 shares; 2025Q3: 5,447 shares; 2025Q4: 7,122 shares; 2026Q1: 9,609 shares 9,609 $518K <0.01% +2,487 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,245 shares; 2025Q1: 10,936 shares; 2025Q2: 10,099 shares; 2025Q3: 8,601 shares; 2025Q4: 11,900 shares; 2026Q1: 11,202 shares 11,202 $518K <0.01% -698 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,205 shares; 2024Q4: 9,562 shares; 2025Q1: 9,701 shares; 2025Q2: 10,998 shares; 2025Q3: 10,074 shares; 2025Q4: 11,122 shares; 2026Q1: 10,981 shares 10,981 $518K <0.01% -141 Timeline JFLX 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: 35,930 shares; 2025Q4: 14,607 shares; 2026Q1: 10,398 shares 10,398 $516K <0.01% -4,209 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 4,848 shares; 2025Q1: 4,229 shares; 2025Q2: 6,834 shares; 2025Q3: 7,297 shares; 2025Q4: 7,428 shares; 2026Q1: 6,508 shares 6,508 $515K <0.01% -920 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 5,271 shares; 2025Q1: 6,122 shares; 2025Q2: 6,095 shares; 2025Q3: 4,550 shares; 2025Q4: 4,577 shares; 2026Q1: 5,999 shares 5,999 $514K <0.01% +1,422 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 6,382 shares; 2025Q1: 6,956 shares; 2025Q2: 6,567 shares; 2025Q3: 5,850 shares; 2025Q4: 4,741 shares; 2026Q1: 3,859 shares 3,859 $514K <0.01% -882 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,078 shares; 2025Q1: 15,624 shares; 2025Q2: 24,415 shares; 2025Q3: 55,691 shares; 2025Q4: 67,035 shares; 2026Q1: 39,691 shares 39,691 $511K <0.01% -27,344 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 5,085 shares; 2025Q1: 6,761 shares; 2025Q2: 9,280 shares; 2025Q3: 10,631 shares; 2025Q4: 13,191 shares; 2026Q1: 12,672 shares 12,672 $511K <0.01% -519 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,240 shares; 2025Q1: 74,240 shares; 2025Q2: 79,229 shares; 2025Q3: 86,350 shares; 2025Q4: 88,056 shares; 2026Q1: 13,203 shares 13,203 $508K <0.01% -74,853 Timeline NOVT NOVANTA INC More: the full row for NOVANTA 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: 2,918 shares; 2025Q4: 4,738 shares; 2026Q1: 4,279 shares 4,279 $505K <0.01% -459 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: 13,989 shares; 2024Q4: 15,110 shares; 2025Q1: 20,974 shares; 2025Q2: 20,599 shares; 2025Q3: 17,089 shares; 2025Q4: 17,034 shares; 2026Q1: 7,378 shares 7,378 $504K <0.01% -9,656 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,948 shares; 2024Q4: 15,722 shares; 2025Q1: 15,805 shares; 2025Q2: 24,084 shares; 2025Q3: 21,811 shares; 2025Q4: 12,281 shares; 2026Q1: 13,985 shares 13,985 $502K <0.01% +1,704 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,466 shares; 2025Q1: 3,172 shares; 2025Q2: 2,333 shares; 2025Q3: 1,649 shares; 2025Q4: 1,402 shares; 2026Q1: 2,318 shares 2,318 $500K <0.01% +916 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,565 shares; 2024Q4: 38,852 shares; 2025Q1: 45,539 shares; 2025Q2: 47,395 shares; 2025Q3: 54,138 shares; 2025Q4: 63,921 shares; 2026Q1: 51,196 shares 51,196 $500K <0.01% -12,725 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 9,049 shares; 2025Q1: 4,556 shares; 2025Q2: 11,439 shares; 2025Q3: 9,930 shares; 2025Q4: 3,426 shares; 2026Q1: 2,449 shares 2,449 $499K <0.01% -977 Timeline SLWS SPEND LIFE WISELY FUNDS INVT More: the full row for SPEND LIFE WISELY FUNDS INVT Quarterly 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: 4,957 shares 4,957 $499K <0.01% new Timeline FXN 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: 34,565 shares; 2024Q4: 33,354 shares; 2025Q1: 30,597 shares; 2025Q2: 23,101 shares; 2025Q3: 23,205 shares; 2025Q4: 22,700 shares; 2026Q1: 22,210 shares 22,210 $499K <0.01% -490 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,719 shares; 2025Q4: 29,217 shares; 2026Q1: 32,507 shares 32,507 $499K <0.01% +3,290 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 17,088 shares; 2025Q1: 9,712 shares; 2025Q2: 6,218 shares; 2025Q3: 4,797 shares; 2025Q4: 5,404 shares; 2026Q1: 4,679 shares 4,679 $497K <0.01% -725 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,266 shares; 2024Q4: 17,356 shares; 2025Q1: 15,233 shares; 2025Q2: 14,395 shares; 2025Q3: 18,036 shares; 2025Q4: 13,200 shares; 2026Q1: 12,472 shares 12,472 $495K <0.01% -728 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,929 shares; 2025Q2: 13,994 shares; 2025Q3: 8,801 shares; 2025Q4: 9,338 shares; 2026Q1: 6,983 shares 6,983 $495K <0.01% -2,355 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 8,752 shares; 2025Q1: 11,821 shares; 2025Q2: 14,990 shares; 2025Q3: 12,583 shares; 2025Q4: 18,485 shares; 2026Q1: 9,555 shares 9,555 $494K <0.01% -8,930 Timeline UAPR 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: 34,814 shares; 2025Q3: 34,786 shares; 2025Q4: 34,801 shares; 2026Q1: 14,788 shares 14,788 $493K <0.01% -20,013 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 12,203 shares; 2025Q1: 12,072 shares; 2025Q2: 12,246 shares; 2025Q3: 13,012 shares; 2025Q4: 13,620 shares; 2026Q1: 12,647 shares 12,647 $493K <0.01% -973 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 13,851 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,431 shares; 2026Q1: 12,173 shares 12,173 $492K <0.01% -1,258 Timeline BRC BRADY CORP More: the full row for BRADY 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: 2,789 shares; 2025Q4: 4,970 shares; 2026Q1: 6,047 shares 6,047 $491K <0.01% +1,077 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,509 shares; 2025Q1: 50,752 shares; 2025Q2: 13,111 shares; 2025Q3: 10,895 shares; 2025Q4: 10,200 shares; 2026Q1: 6,991 shares 6,991 $491K <0.01% -3,209 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,184 shares; 2025Q2: 2,233 shares; 2025Q3: 4,320 shares; 2025Q4: 3,955 shares; 2026Q1: 4,521 shares 4,521 $491K <0.01% +566 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,406 shares; 2024Q4: 8,542 shares; 2025Q1: 9,081 shares; 2025Q2: 8,649 shares; 2025Q3: 7,927 shares; 2025Q4: 8,654 shares; 2026Q1: 7,804 shares 7,804 $490K <0.01% -850 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,685 shares; 2025Q3: 10,762 shares; 2025Q4: 12,869 shares; 2026Q1: 20,675 shares 20,675 $490K <0.01% +7,806 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,303 shares; 2024Q4: 14,129 shares; 2025Q1: 11,407 shares; 2025Q2: 7,803 shares; 2025Q3: 7,894 shares; 2025Q4: 12,779 shares; 2026Q1: 12,299 shares 12,299 $490K <0.01% -480 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,540 shares; 2025Q1: 2,632 shares; 2025Q2: 4,944 shares; 2025Q3: 3,501 shares; 2025Q4: 6,320 shares; 2026Q1: 3,069 shares 3,069 $490K <0.01% -3,251 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,725 shares; 2025Q3: 29,344 shares; 2025Q4: 44,683 shares; 2026Q1: 53,478 shares 53,478 $490K <0.01% +8,795 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,271 shares; 2024Q4: 92,393 shares; 2025Q1: 92,866 shares; 2025Q2: 92,767 shares; 2025Q3: 90,885 shares; 2025Q4: 98,653 shares; 2026Q1: 87,395 shares 87,395 $489K <0.01% -11,258 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,933 shares; 2025Q1: 7,840 shares; 2025Q2: 4,920 shares; 2025Q3: 3,442 shares; 2025Q4: 3,209 shares; 2026Q1: 3,762 shares 3,762 $488K <0.01% +553 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 92,890 shares; 2025Q4: 91,866 shares; 2026Q1: 62,095 shares 62,095 $487K <0.01% -29,771 Timeline AVIV 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: 8,745 shares; 2024Q4: 8,910 shares; 2025Q1: 7,040 shares; 2025Q2: 6,703 shares; 2025Q3: 7,262 shares; 2025Q4: 7,608 shares; 2026Q1: 6,485 shares 6,485 $485K <0.01% -1,123 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,701 shares; 2024Q4: 145,467 shares; 2025Q1: 10,031 shares; 2025Q2: 14,146 shares; 2025Q3: 21,043 shares; 2025Q4: 14,795 shares; 2026Q1: 11,697 shares 11,697 $484K <0.01% -3,098 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,791 shares; 2025Q4: 10,556 shares; 2026Q1: 10,299 shares 10,299 $484K <0.01% -257 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: 16,268 shares; 2024Q4: 10,878 shares; 2025Q1: 10,877 shares; 2025Q2: 10,892 shares; 2025Q3: 6,094 shares; 2025Q4: 10,963 shares; 2026Q1: 9,587 shares 9,587 $484K <0.01% -1,376 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,834 shares; 2024Q4: 11,270 shares; 2025Q1: 6,968 shares; 2025Q2: 14,927 shares; 2025Q3: 13,481 shares; 2025Q4: 13,483 shares; 2026Q1: 11,779 shares 11,779 $484K <0.01% -1,704 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 12,408 shares; 2025Q1: 13,535 shares; 2025Q2: 14,882 shares; 2025Q3: 15,681 shares; 2025Q4: 16,942 shares; 2026Q1: 13,392 shares 13,392 $483K <0.01% -3,550 Timeline ZNOV 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: 10,291 shares; 2026Q1: 18,101 shares 18,101 $481K <0.01% +7,810 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,425 shares; 2024Q4: 23,668 shares; 2025Q1: 27,749 shares; 2025Q2: 28,466 shares; 2025Q3: 40,771 shares; 2025Q4: 51,428 shares; 2026Q1: 49,122 shares 49,122 $480K <0.01% -2,306 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 7,958 shares; 2025Q1: 13,393 shares; 2025Q2: 14,723 shares; 2025Q3: 8,905 shares; 2025Q4: 9,367 shares; 2026Q1: 4,376 shares 4,376 $480K <0.01% -4,991 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,443 shares; 2024Q4: 45,679 shares; 2025Q1: 46,031 shares; 2025Q2: 37,978 shares; 2025Q3: 49,394 shares; 2025Q4: 49,511 shares; 2026Q1: 49,893 shares 49,893 $480K <0.01% +382 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,534 shares; 2024Q4: 7,654 shares; 2025Q1: 17,229 shares; 2025Q2: 16,782 shares; 2025Q3: 14,410 shares; 2025Q4: 15,886 shares; 2026Q1: 9,132 shares 9,132 $479K <0.01% -6,754 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 4,154 shares; 2026Q1: 3,280 shares 3,280 $478K <0.01% -874 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,640 shares; 2026Q1: 20,015 shares 20,015 $478K <0.01% -625 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 7,580 shares; 2025Q1: 8,070 shares; 2025Q2: 7,181 shares; 2025Q3: 6,869 shares; 2025Q4: 7,072 shares; 2026Q1: 2,293 shares 2,293 $477K <0.01% -4,779 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,849 shares 14,849 $477K <0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,274 shares; 2025Q1: 4,406 shares; 2025Q2: 3,930 shares; 2025Q3: 3,268 shares; 2025Q4: 4,784 shares; 2026Q1: 3,238 shares 3,238 $477K <0.01% -1,546 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 3,412 shares; 2025Q3: not reported; 2025Q4: 7,758 shares; 2026Q1: 9,403 shares 9,403 $476K <0.01% +1,645 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 29,821 shares; 2025Q1: 32,688 shares; 2025Q2: 36,179 shares; 2025Q3: 14,260 shares; 2025Q4: 12,484 shares; 2026Q1: 9,075 shares 9,075 $476K <0.01% -3,409 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,804 shares; 2025Q4: 13,521 shares; 2026Q1: 19,650 shares 19,650 $474K <0.01% +6,129 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS 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: 11,238 shares 11,238 $473K <0.01% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,522 shares; 2024Q4: 9,946 shares; 2025Q1: 12,111 shares; 2025Q2: 10,818 shares; 2025Q3: 10,506 shares; 2025Q4: 12,186 shares; 2026Q1: 14,963 shares 14,963 $472K <0.01% +2,777 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,628 shares; 2025Q2: 9,865 shares; 2025Q3: 9,482 shares; 2025Q4: 10,749 shares; 2026Q1: 11,648 shares 11,648 $472K <0.01% +899 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,880 shares; 2026Q1: 23,192 shares 23,192 $472K <0.01% +11,312 Timeline SUSB 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: 80,805 shares; 2024Q4: 97,113 shares; 2025Q1: 33,815 shares; 2025Q2: 28,452 shares; 2025Q3: 23,193 shares; 2025Q4: 28,311 shares; 2026Q1: 18,813 shares 18,813 $472K <0.01% -9,498 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,084 shares; 2025Q1: 5,967 shares; 2025Q2: 6,754 shares; 2025Q3: 7,334 shares; 2025Q4: 9,249 shares; 2026Q1: 5,479 shares 5,479 $471K <0.01% -3,770 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 5,148 shares; 2025Q1: 8,228 shares; 2025Q2: 8,553 shares; 2025Q3: 7,604 shares; 2025Q4: 5,604 shares; 2026Q1: 5,141 shares 5,141 $471K <0.01% -463 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,696 shares; 2024Q4: 7,577 shares; 2025Q1: 5,888 shares; 2025Q2: 5,168 shares; 2025Q3: 4,534 shares; 2025Q4: 5,716 shares; 2026Q1: 7,625 shares 7,625 $471K <0.01% +1,909 Timeline CGHY 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: not reported; 2026Q1: 18,780 shares 18,780 $471K <0.01% new 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: 23,543 shares; 2024Q4: 6,797 shares; 2025Q1: 13,383 shares; 2025Q2: 7,474 shares; 2025Q3: 9,337 shares; 2025Q4: 10,767 shares; 2026Q1: 8,237 shares 8,237 $470K <0.01% -2,530 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,273 shares; 2025Q1: 1,458 shares; 2025Q2: 1,518 shares; 2025Q3: 1,430 shares; 2025Q4: 1,783 shares; 2026Q1: 1,556 shares 1,556 $470K <0.01% -227 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,497 shares; 2025Q1: 16,339 shares; 2025Q2: 13,260 shares; 2025Q3: 5,678 shares; 2025Q4: 2,648 shares; 2026Q1: 2,481 shares 2,481 $469K <0.01% -167 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: 15,447 shares; 2024Q4: 11,128 shares; 2025Q1: 10,685 shares; 2025Q2: 12,020 shares; 2025Q3: 15,898 shares; 2025Q4: 15,813 shares; 2026Q1: 12,510 shares 12,510 $468K <0.01% -3,303 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,103 shares; 2025Q4: 6,717 shares; 2026Q1: 7,892 shares 7,892 $468K <0.01% +1,175 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,422 shares; 2024Q4: 18,151 shares; 2025Q1: 18,920 shares; 2025Q2: 22,151 shares; 2025Q3: 22,050 shares; 2025Q4: 27,230 shares; 2026Q1: 16,541 shares 16,541 $467K <0.01% -10,689 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 5,327 shares; 2025Q1: 7,503 shares; 2025Q2: 7,450 shares; 2025Q3: 8,044 shares; 2025Q4: 9,823 shares; 2026Q1: 9,713 shares 9,713 $467K <0.01% -110 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,572 shares; 2024Q4: 44,131 shares; 2025Q1: 44,403 shares; 2025Q2: 44,337 shares; 2025Q3: 45,825 shares; 2025Q4: 44,886 shares; 2026Q1: 42,303 shares 42,303 $467K <0.01% -2,583 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,439 shares; 2024Q4: 39,390 shares; 2025Q1: 24,127 shares; 2025Q2: 27,407 shares; 2025Q3: 33,957 shares; 2025Q4: 22,608 shares; 2026Q1: 24,933 shares 24,933 $466K <0.01% +2,325 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,033 shares; 2025Q2: 2,488 shares; 2025Q3: 4,056 shares; 2025Q4: 4,427 shares; 2026Q1: 3,896 shares 3,896 $466K <0.01% -531 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,177 shares; 2025Q1: 2,997 shares; 2025Q2: 5,531 shares; 2025Q3: 4,620 shares; 2025Q4: 4,608 shares; 2026Q1: 4,301 shares 4,301 $465K <0.01% -307 Timeline DAVE DAVE INC More: the full row for DAVE 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: 4,136 shares; 2026Q1: 2,667 shares 2,667 $464K <0.01% -1,469 Timeline ACLC 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: 6,231 shares; 2024Q4: 6,082 shares; 2025Q1: 6,581 shares; 2025Q2: 7,765 shares; 2025Q3: 8,003 shares; 2025Q4: 7,694 shares; 2026Q1: 6,298 shares 6,298 $464K <0.01% -1,396 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 17,304 shares 17,304 $463K <0.01% new Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,168 shares; 2024Q4: 17,268 shares; 2025Q1: 20,272 shares; 2025Q2: 20,872 shares; 2025Q3: 19,951 shares; 2025Q4: 21,096 shares; 2026Q1: 20,063 shares 20,063 $463K <0.01% -1,033 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,273 shares; 2025Q1: 2,379 shares; 2025Q2: 2,883 shares; 2025Q3: 2,856 shares; 2025Q4: 3,187 shares; 2026Q1: 2,596 shares 2,596 $462K <0.01% -591 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,859 shares; 2025Q1: 6,238 shares; 2025Q2: not reported; 2025Q3: 4,773 shares; 2025Q4: 6,989 shares; 2026Q1: 9,597 shares 9,597 $462K <0.01% +2,608 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,682 shares; 2024Q4: 34,057 shares; 2025Q1: 44,698 shares; 2025Q2: 66,123 shares; 2025Q3: 70,926 shares; 2025Q4: 35,251 shares; 2026Q1: 39,805 shares 39,805 $462K <0.01% +4,554 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,072 shares; 2024Q4: 45,099 shares; 2025Q1: 50,706 shares; 2025Q2: 33,449 shares; 2025Q3: 23,292 shares; 2025Q4: 22,316 shares; 2026Q1: 21,648 shares 21,648 $462K <0.01% -668 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,297 shares; 2025Q3: 15,177 shares; 2025Q4: 14,020 shares; 2026Q1: 13,620 shares 13,620 $460K <0.01% -400 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 3,434 shares; 2025Q1: 4,255 shares; 2025Q2: 4,275 shares; 2025Q3: 4,023 shares; 2025Q4: 3,005 shares; 2026Q1: 3,911 shares 3,911 $460K <0.01% +906 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,069 shares; 2024Q4: 18,031 shares; 2025Q1: 16,325 shares; 2025Q2: 16,740 shares; 2025Q3: 15,999 shares; 2025Q4: 17,096 shares; 2026Q1: 13,188 shares 13,188 $458K <0.01% -3,908 Timeline AXGN AXOGEN INC More: the full row for AXOGEN 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: 9,742 shares; 2026Q1: 13,831 shares 13,831 $458K <0.01% +4,089 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: 39,709 shares; 2024Q4: 43,400 shares; 2025Q1: 60,371 shares; 2025Q2: 30,231 shares; 2025Q3: 22,400 shares; 2025Q4: 21,525 shares; 2026Q1: 18,872 shares 18,872 $457K <0.01% -2,653 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 7,408 shares; 2025Q1: 7,525 shares; 2025Q2: 8,713 shares; 2025Q3: 8,340 shares; 2025Q4: 8,737 shares; 2026Q1: 7,200 shares 7,200 $455K <0.01% -1,537 Timeline FDG 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: 4,933 shares; 2024Q4: 4,668 shares; 2025Q1: 4,646 shares; 2025Q2: 5,439 shares; 2025Q3: 5,496 shares; 2025Q4: 5,350 shares; 2026Q1: 3,976 shares 3,976 $453K <0.01% -1,374 Timeline XIMR 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: 6,700 shares; 2025Q3: 10,319 shares; 2025Q4: 16,467 shares; 2026Q1: 14,657 shares 14,657 $453K <0.01% -1,810 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 18,160 shares 18,160 $452K <0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,136 shares; 2025Q4: 8,097 shares; 2026Q1: 6,509 shares 6,509 $452K <0.01% -1,588 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY 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: 16,474 shares 16,474 $452K <0.01% new 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: not reported; 2024Q4: 4,608 shares; 2025Q1: 4,134 shares; 2025Q2: 4,738 shares; 2025Q3: 4,498 shares; 2025Q4: 5,111 shares; 2026Q1: 5,083 shares 5,083 $450K <0.01% -28 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,179 shares; 2024Q4: 49,157 shares; 2025Q1: 47,135 shares; 2025Q2: 51,136 shares; 2025Q3: 50,376 shares; 2025Q4: 50,698 shares; 2026Q1: 19,622 shares 19,622 $446K <0.01% -31,076 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,752 shares; 2026Q1: 14,003 shares 14,003 $445K <0.01% +5,251 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,742 shares; 2024Q4: 81,028 shares; 2025Q1: 85,611 shares; 2025Q2: 13,219 shares; 2025Q3: 12,073 shares; 2025Q4: 15,419 shares; 2026Q1: 12,167 shares 12,167 $445K <0.01% -3,252 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,165 shares; 2025Q4: 9,916 shares; 2026Q1: 10,830 shares 10,830 $445K <0.01% +914 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,207 shares; 2025Q1: 18,067 shares; 2025Q2: 18,511 shares; 2025Q3: 20,647 shares; 2025Q4: 21,466 shares; 2026Q1: 15,418 shares 15,418 $445K <0.01% -6,048 Timeline EMDM 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: 12,675 shares 12,675 $444K <0.01% new Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,904 shares; 2025Q1: 10,955 shares; 2025Q2: 9,936 shares; 2025Q3: 9,179 shares; 2025Q4: 10,169 shares; 2026Q1: 9,456 shares 9,456 $444K <0.01% -713 Timeline VTWV 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: 3,307 shares; 2024Q4: 3,333 shares; 2025Q1: 2,822 shares; 2025Q2: 2,847 shares; 2025Q3: 3,124 shares; 2025Q4: 3,459 shares; 2026Q1: 2,657 shares 2,657 $444K <0.01% -802 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,005 shares; 2026Q1: 15,929 shares 15,929 $444K <0.01% -5,076 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 12,465 shares; 2025Q1: 12,976 shares; 2025Q2: 14,331 shares; 2025Q3: 10,160 shares; 2025Q4: 10,101 shares; 2026Q1: 6,404 shares 6,404 $443K <0.01% -3,697 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,273 shares; 2024Q4: 35,559 shares; 2025Q1: 69,685 shares; 2025Q2: 77,143 shares; 2025Q3: 70,773 shares; 2025Q4: 40,221 shares; 2026Q1: 24,152 shares 24,152 $443K <0.01% -16,069 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 7,141 shares; 2025Q1: 8,948 shares; 2025Q2: 9,098 shares; 2025Q3: 7,853 shares; 2025Q4: 6,566 shares; 2026Q1: 5,377 shares 5,377 $442K <0.01% -1,189 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,388 shares; 2024Q4: 18,770 shares; 2025Q1: 28,220 shares; 2025Q2: 29,919 shares; 2025Q3: 27,134 shares; 2025Q4: 25,481 shares; 2026Q1: 23,456 shares 23,456 $441K <0.01% -2,025 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,742 shares; 2024Q4: not reported; 2025Q1: 3,292 shares; 2025Q2: 3,900 shares; 2025Q3: 7,468 shares; 2025Q4: 8,985 shares; 2026Q1: 5,760 shares 5,760 $441K <0.01% -3,225 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,141 shares; 2024Q4: 26,538 shares; 2025Q1: 27,038 shares; 2025Q2: 25,596 shares; 2025Q3: 24,548 shares; 2025Q4: 24,548 shares; 2026Q1: 13,034 shares 13,034 $438K <0.01% -11,514 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,691 shares; 2025Q3: 31,268 shares; 2025Q4: 33,842 shares; 2026Q1: 32,408 shares 32,408 $438K <0.01% -1,434 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 7,616 shares; 2025Q1: 10,279 shares; 2025Q2: 27,584 shares; 2025Q3: 16,976 shares; 2025Q4: 14,813 shares; 2026Q1: 27,161 shares 27,161 $437K <0.01% +12,348 Timeline VGHY VANGUARD FIXED INCOME SECS F More: the full row for VANGUARD FIXED INCOME SECS 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: 5,865 shares 5,865 $436K <0.01% new Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 14,424 shares; 2025Q1: 15,436 shares; 2025Q2: 16,054 shares; 2025Q3: 13,432 shares; 2025Q4: 14,101 shares; 2026Q1: 11,289 shares 11,289 $436K <0.01% -2,812 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 3,014 shares; 2025Q1: 2,376 shares; 2025Q2: 2,406 shares; 2025Q3: 2,379 shares; 2025Q4: 2,200 shares; 2026Q1: 1,951 shares 1,951 $435K <0.01% -249 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,492 shares; 2024Q4: 24,458 shares; 2025Q1: 25,369 shares; 2025Q2: 19,900 shares; 2025Q3: 16,722 shares; 2025Q4: 22,064 shares; 2026Q1: 19,821 shares 19,821 $434K <0.01% -2,243 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: 890 shares; 2025Q4: 1,059 shares; 2026Q1: 1,279 shares 1,279 $434K <0.01% +220 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,964 shares; 2026Q1: 3,519 shares 3,519 $433K <0.01% +555 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,410 shares; 2024Q4: 87,394 shares; 2025Q1: 87,467 shares; 2025Q2: 86,045 shares; 2025Q3: 78,939 shares; 2025Q4: 74,826 shares; 2026Q1: 70,345 shares 70,345 $432K <0.01% -4,481 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: 10,527 shares; 2025Q1: 28,038 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,643 shares; 2026Q1: 17,234 shares 17,234 $431K <0.01% +6,591 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,417 shares; 2025Q3: 19,631 shares; 2025Q4: 20,227 shares; 2026Q1: 18,775 shares 18,775 $431K <0.01% -1,452 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 4,953 shares; 2026Q1: 5,797 shares 5,797 $430K <0.01% +844 Timeline FAD 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: 2,708 shares 2,708 $430K <0.01% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,013 shares; 2024Q4: 14,559 shares; 2025Q1: 14,639 shares; 2025Q2: 16,214 shares; 2025Q3: 18,221 shares; 2025Q4: 22,605 shares; 2026Q1: 18,972 shares 18,972 $430K <0.01% -3,633 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,685 shares; 2024Q4: 23,479 shares; 2025Q1: 19,819 shares; 2025Q2: 15,905 shares; 2025Q3: 14,085 shares; 2025Q4: 11,571 shares; 2026Q1: 31,627 shares 31,627 $427K <0.01% +20,056 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 6,828 shares; 2025Q1: 7,845 shares; 2025Q2: 8,307 shares; 2025Q3: 8,086 shares; 2025Q4: 6,851 shares; 2026Q1: 7,452 shares 7,452 $425K <0.01% +601 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,215 shares; 2025Q3: 9,033 shares; 2025Q4: 13,380 shares; 2026Q1: 15,041 shares 15,041 $424K <0.01% +1,661 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,170 shares; 2024Q4: 18,621 shares; 2025Q1: 25,296 shares; 2025Q2: 25,379 shares; 2025Q3: 27,169 shares; 2025Q4: 25,999 shares; 2026Q1: 17,768 shares 17,768 $424K <0.01% -8,231 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,168 shares; 2026Q1: 54,378 shares 54,378 $424K <0.01% +12,210 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,105 shares 17,105 $423K <0.01% new Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 13,553 shares; 2025Q4: 11,174 shares; 2026Q1: 11,357 shares 11,357 $423K <0.01% +183 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,937 shares; 2025Q1: 99,666 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,730 shares; 2026Q1: 15,190 shares 15,190 $422K <0.01% -17,540 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,821 shares; 2025Q2: 10,220 shares; 2025Q3: 7,043 shares; 2025Q4: 9,950 shares; 2026Q1: 12,600 shares 12,600 $422K <0.01% +2,650 Timeline KJUN 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: 19,099 shares; 2025Q3: 19,061 shares; 2025Q4: 18,743 shares; 2026Q1: 14,918 shares 14,918 $422K <0.01% -3,825 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,372 shares; 2024Q4: 13,513 shares; 2025Q1: 13,133 shares; 2025Q2: 12,778 shares; 2025Q3: 22,423 shares; 2025Q4: 51,857 shares; 2026Q1: 10,419 shares 10,419 $422K <0.01% -41,438 Timeline MCHI 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: 14,800 shares; 2024Q4: 10,631 shares; 2025Q1: 9,642 shares; 2025Q2: 11,681 shares; 2025Q3: 12,348 shares; 2025Q4: 11,532 shares; 2026Q1: 7,495 shares 7,495 $421K <0.01% -4,037 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 10,689 shares; 2025Q1: 11,159 shares; 2025Q2: 11,461 shares; 2025Q3: 12,306 shares; 2025Q4: 12,825 shares; 2026Q1: 8,779 shares 8,779 $420K <0.01% -4,046 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 1,643 shares; 2025Q3: 1,747 shares; 2025Q4: 1,768 shares; 2026Q1: 1,489 shares 1,489 $419K <0.01% -279 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,076 shares 4,076 $418K <0.01% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,648 shares; 2025Q4: 3,209 shares; 2026Q1: 2,730 shares 2,730 $418K <0.01% -479 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,792 shares; 2025Q1: 3,367 shares; 2025Q2: 3,842 shares; 2025Q3: 2,878 shares; 2025Q4: 4,976 shares; 2026Q1: 4,359 shares 4,359 $418K <0.01% -617 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 6,287 shares; 2025Q1: 4,950 shares; 2025Q2: 5,036 shares; 2025Q3: 4,692 shares; 2025Q4: 4,854 shares; 2026Q1: 3,760 shares 3,760 $418K <0.01% -1,094 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,789 shares; 2024Q4: 33,045 shares; 2025Q1: 38,336 shares; 2025Q2: 33,997 shares; 2025Q3: 35,081 shares; 2025Q4: 51,910 shares; 2026Q1: 26,496 shares 26,496 $417K <0.01% -25,414 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,053 shares; 2025Q3: 13,086 shares; 2025Q4: 19,145 shares; 2026Q1: 21,050 shares 21,050 $416K <0.01% +1,905 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,937 shares; 2024Q4: 21,452 shares; 2025Q1: 22,007 shares; 2025Q2: 23,684 shares; 2025Q3: 23,577 shares; 2025Q4: 25,776 shares; 2026Q1: 8,764 shares 8,764 $413K <0.01% -17,012 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,529 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,324 shares 11,324 $413K <0.01% new Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,158 shares; 2025Q1: 8,158 shares; 2025Q2: 8,158 shares; 2025Q3: 10,065 shares; 2025Q4: 14,251 shares; 2026Q1: 13,056 shares 13,056 $412K <0.01% -1,195 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,876 shares; 2024Q4: 21,712 shares; 2025Q1: 17,928 shares; 2025Q2: 18,774 shares; 2025Q3: 14,226 shares; 2025Q4: 13,113 shares; 2026Q1: 11,842 shares 11,842 $412K <0.01% -1,271 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,937 shares; 2026Q1: 25,194 shares 25,194 $412K <0.01% -8,743 Timeline FPXI 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: 12,875 shares; 2024Q4: 12,066 shares; 2025Q1: 12,560 shares; 2025Q2: 11,928 shares; 2025Q3: 11,605 shares; 2025Q4: 11,520 shares; 2026Q1: 6,666 shares 6,666 $412K <0.01% -4,854 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,323 shares; 2026Q1: 7,378 shares 7,378 $411K <0.01% -1,945 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,225 shares; 2025Q1: not reported; 2025Q2: 5,721 shares; 2025Q3: 6,027 shares; 2025Q4: 8,848 shares; 2026Q1: 6,702 shares 6,702 $411K <0.01% -2,146 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 6,965 shares; 2025Q1: 7,172 shares; 2025Q2: 10,290 shares; 2025Q3: 36,756 shares; 2025Q4: 52,433 shares; 2026Q1: 4,709 shares 4,709 $410K <0.01% -47,724 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,504 shares; 2024Q4: 14,022 shares; 2025Q1: 13,564 shares; 2025Q2: 18,415 shares; 2025Q3: 18,363 shares; 2025Q4: 19,880 shares; 2026Q1: 18,708 shares 18,708 $409K <0.01% -1,172 Timeline JAJL 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: 10,169 shares; 2025Q1: 12,037 shares; 2025Q2: 16,306 shares; 2025Q3: 16,306 shares; 2025Q4: 17,321 shares; 2026Q1: 14,046 shares 14,046 $408K <0.01% -3,275 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,482 shares; 2024Q4: 20,875 shares; 2025Q1: 20,034 shares; 2025Q2: 20,617 shares; 2025Q3: 20,550 shares; 2025Q4: 20,536 shares; 2026Q1: 17,658 shares 17,658 $408K <0.01% -2,878 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,806 shares; 2025Q1: 6,735 shares; 2025Q2: 6,157 shares; 2025Q3: 5,973 shares; 2025Q4: 6,174 shares; 2026Q1: 5,704 shares 5,704 $406K <0.01% -470 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,172 shares; 2025Q1: 5,856 shares; 2025Q2: 5,587 shares; 2025Q3: 5,602 shares; 2025Q4: 5,419 shares; 2026Q1: 5,430 shares 5,430 $406K <0.01% +11 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,464 shares; 2024Q4: 25,947 shares; 2025Q1: 27,939 shares; 2025Q2: 28,402 shares; 2025Q3: 30,292 shares; 2025Q4: 31,148 shares; 2026Q1: 28,039 shares 28,039 $404K <0.01% -3,109 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,262 shares; 2025Q3: 15,774 shares; 2025Q4: 17,399 shares; 2026Q1: 28,791 shares 28,791 $404K <0.01% +11,392 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS 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: 15,795 shares 15,795 $404K <0.01% new Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 978 shares; 2025Q1: 1,448 shares; 2025Q2: 1,500 shares; 2025Q3: 1,461 shares; 2025Q4: 1,456 shares; 2026Q1: 2,561 shares 2,561 $404K <0.01% +1,105 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,789 shares; 2024Q4: 26,928 shares; 2025Q1: 17,000 shares; 2025Q2: 29,156 shares; 2025Q3: 56,993 shares; 2025Q4: 55,831 shares; 2026Q1: 53,452 shares 53,452 $403K <0.01% -2,379 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 22,511 shares; 2025Q1: 25,837 shares; 2025Q2: 16,170 shares; 2025Q3: 16,296 shares; 2025Q4: 15,268 shares; 2026Q1: 13,585 shares 13,585 $402K <0.01% -1,683 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,831 shares; 2024Q4: 43,192 shares; 2025Q1: 41,225 shares; 2025Q2: 36,132 shares; 2025Q3: 29,021 shares; 2025Q4: 24,475 shares; 2026Q1: 12,861 shares 12,861 $402K <0.01% -11,614 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: 1,778 shares; 2024Q4: 2,398 shares; 2025Q1: 2,479 shares; 2025Q2: 2,550 shares; 2025Q3: 2,314 shares; 2025Q4: 2,894 shares; 2026Q1: 2,449 shares 2,449 $401K <0.01% -445 Timeline IBTP 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: 9,156 shares; 2025Q3: 16,636 shares; 2025Q4: 16,968 shares; 2026Q1: 15,652 shares 15,652 $401K <0.01% -1,316 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 17,713 shares; 2025Q1: 17,809 shares; 2025Q2: 25,698 shares; 2025Q3: 14,405 shares; 2025Q4: 20,166 shares; 2026Q1: 9,716 shares 9,716 $401K <0.01% -10,450 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,572 shares; 2025Q3: 24,153 shares; 2025Q4: 26,127 shares; 2026Q1: 27,769 shares 27,769 $401K <0.01% +1,642 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,394 shares; 2025Q1: 2,437 shares; 2025Q2: 4,391 shares; 2025Q3: 2,820 shares; 2025Q4: 2,668 shares; 2026Q1: 2,809 shares 2,809 $400K <0.01% +141 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: 16,589 shares; 2025Q2: 15,514 shares; 2025Q3: 10,950 shares; 2025Q4: 12,791 shares; 2026Q1: 11,640 shares 11,640 $400K <0.01% -1,151 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,326 shares; 2025Q1: 15,107 shares; 2025Q2: 14,779 shares; 2025Q3: 13,016 shares; 2025Q4: 14,774 shares; 2026Q1: 11,849 shares 11,849 $399K <0.01% -2,925 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 2,374 shares; 2025Q1: 2,866 shares; 2025Q2: 9,911 shares; 2025Q3: 7,968 shares; 2025Q4: 4,720 shares; 2026Q1: 3,554 shares 3,554 $398K <0.01% -1,166 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,157 shares; 2025Q1: 8,391 shares; 2025Q2: 12,230 shares; 2025Q3: 13,519 shares; 2025Q4: 14,568 shares; 2026Q1: 13,057 shares 13,057 $398K <0.01% -1,511 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,685 shares; 2025Q1: 5,027 shares; 2025Q2: 5,326 shares; 2025Q3: 7,688 shares; 2025Q4: 9,146 shares; 2026Q1: 3,811 shares 3,811 $398K <0.01% -5,335 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,634 shares; 2024Q4: 23,232 shares; 2025Q1: 20,999 shares; 2025Q2: 40,505 shares; 2025Q3: 30,502 shares; 2025Q4: 34,583 shares; 2026Q1: 37,466 shares 37,466 $395K <0.01% +2,883 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,553 shares; 2025Q1: 1,707 shares; 2025Q2: 1,668 shares; 2025Q3: 1,465 shares; 2025Q4: 1,090 shares; 2026Q1: 1,043 shares 1,043 $394K <0.01% -47 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,977 shares 9,977 $393K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,808 shares 6,808 $392K <0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,323 shares; 2024Q4: 18,728 shares; 2025Q1: 28,434 shares; 2025Q2: 20,608 shares; 2025Q3: 19,460 shares; 2025Q4: 15,720 shares; 2026Q1: 9,085 shares 9,085 $391K <0.01% -6,635 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 7,199 shares; 2025Q1: 7,348 shares; 2025Q2: 7,505 shares; 2025Q3: not reported; 2025Q4: 4,768 shares; 2026Q1: 4,020 shares 4,020 $390K <0.01% -748 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,527 shares; 2025Q4: 13,661 shares; 2026Q1: 9,446 shares 9,446 $388K <0.01% -4,215 Timeline XJUL 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: 52,354 shares; 2024Q4: 46,425 shares; 2025Q1: 6,540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,970 shares 9,970 $388K <0.01% new Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: 11,113 shares; 2025Q1: 14,206 shares; 2025Q2: 14,308 shares; 2025Q3: 15,091 shares; 2025Q4: 16,113 shares; 2026Q1: 25,366 shares 25,366 $388K <0.01% +9,253 Timeline PBTP 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: 9,591 shares; 2025Q3: 12,366 shares; 2025Q4: 13,518 shares; 2026Q1: 14,817 shares 14,817 $387K <0.01% +1,299 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,500 shares; 2026Q1: 33,491 shares 33,491 $386K <0.01% -2,009 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK 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: not reported; 2025Q4: 2,087 shares; 2026Q1: 2,545 shares 2,545 $386K <0.01% +458 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 16,013 shares; 2025Q1: 19,103 shares; 2025Q2: 26,830 shares; 2025Q3: 36,026 shares; 2025Q4: 54,800 shares; 2026Q1: 56,709 shares 56,709 $385K <0.01% +1,909 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,656 shares; 2025Q3: 7,102 shares; 2025Q4: 9,525 shares; 2026Q1: 7,243 shares 7,243 $385K <0.01% -2,282 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,311 shares; 2025Q1: 3,384 shares; 2025Q2: 3,041 shares; 2025Q3: 3,161 shares; 2025Q4: 3,581 shares; 2026Q1: 2,738 shares 2,738 $383K <0.01% -843 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,504 shares 9,504 $382K <0.01% new Timeline TASK TASKUS INC More: the full row for TASKUS 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: 64,795 shares; 2026Q1: 56,977 shares 56,977 $382K <0.01% -7,818 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 5,712 shares; 2025Q3: 6,464 shares; 2025Q4: 8,106 shares; 2026Q1: 9,069 shares 9,069 $382K <0.01% +963 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,104 shares; 2025Q3: 11,764 shares; 2025Q4: 12,207 shares; 2026Q1: 11,097 shares 11,097 $382K <0.01% -1,110 Timeline ZOCT 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: 19,999 shares; 2026Q1: 14,265 shares 14,265 $382K <0.01% -5,734 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,405 shares; 2024Q4: 22,136 shares; 2025Q1: 25,886 shares; 2025Q2: 28,508 shares; 2025Q3: 29,167 shares; 2025Q4: 29,856 shares; 2026Q1: 27,645 shares 27,645 $381K <0.01% -2,211 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,486 shares; 2024Q4: 21,788 shares; 2025Q1: 18,876 shares; 2025Q2: 18,172 shares; 2025Q3: 19,182 shares; 2025Q4: 18,472 shares; 2026Q1: 11,025 shares 11,025 $381K <0.01% -7,447 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,954 shares; 2024Q4: 13,333 shares; 2025Q1: 9,669 shares; 2025Q2: 10,265 shares; 2025Q3: 10,332 shares; 2025Q4: 10,226 shares; 2026Q1: 8,933 shares 8,933 $380K <0.01% -1,293 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,758 shares; 2025Q1: 2,373 shares; 2025Q2: 1,971 shares; 2025Q3: 2,407 shares; 2025Q4: 2,316 shares; 2026Q1: 1,163 shares 1,163 $380K <0.01% -1,153 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS 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: 25,223 shares; 2025Q4: 29,052 shares; 2026Q1: 42,104 shares 42,104 $379K <0.01% +13,052 Timeline PXH 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: 14,724 shares; 2024Q4: 13,850 shares; 2025Q1: 15,202 shares; 2025Q2: 12,588 shares; 2025Q3: 11,058 shares; 2025Q4: 14,456 shares; 2026Q1: 14,084 shares 14,084 $379K <0.01% -372 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS 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: 111,848 shares; 2026Q1: 107,773 shares 107,773 $378K <0.01% -4,075 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,091 shares; 2025Q1: 9,974 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,652 shares 10,652 $378K <0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,031 shares; 2024Q4: 26,563 shares; 2025Q1: 33,887 shares; 2025Q2: 32,361 shares; 2025Q3: 32,332 shares; 2025Q4: 31,131 shares; 2026Q1: 29,841 shares 29,841 $378K <0.01% -1,290 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,553 shares; 2025Q1: 6,042 shares; 2025Q2: 8,756 shares; 2025Q3: 11,626 shares; 2025Q4: 10,703 shares; 2026Q1: 10,418 shares 10,418 $377K <0.01% -285 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH 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: 9,539 shares; 2025Q4: 11,530 shares; 2026Q1: 13,294 shares 13,294 $377K <0.01% +1,764 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 17,542 shares; 2025Q1: 17,494 shares; 2025Q2: 14,857 shares; 2025Q3: 13,553 shares; 2025Q4: 10,759 shares; 2026Q1: 6,387 shares 6,387 $377K <0.01% -4,372 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP 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: 2,954 shares; 2025Q3: 3,584 shares; 2025Q4: 4,285 shares; 2026Q1: 5,688 shares 5,688 $377K <0.01% +1,403 Timeline JPEM 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: 8,236 shares; 2024Q4: 7,840 shares; 2025Q1: 8,061 shares; 2025Q2: 8,320 shares; 2025Q3: 6,907 shares; 2025Q4: 6,986 shares; 2026Q1: 6,064 shares 6,064 $377K <0.01% -922 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,047 shares; 2025Q2: 17,701 shares; 2025Q3: 17,862 shares; 2025Q4: 14,539 shares; 2026Q1: 16,735 shares 16,735 $376K <0.01% +2,196 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL 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: 2,368 shares; 2026Q1: 2,938 shares 2,938 $376K <0.01% +570 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,526 shares; 2024Q4: 22,076 shares; 2025Q1: 23,145 shares; 2025Q2: 25,003 shares; 2025Q3: 32,940 shares; 2025Q4: 38,682 shares; 2026Q1: 33,495 shares 33,495 $376K <0.01% -5,187 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,008 shares; 2025Q1: 4,891 shares; 2025Q2: 4,965 shares; 2025Q3: 4,559 shares; 2025Q4: 5,274 shares; 2026Q1: 5,267 shares 5,267 $376K <0.01% -7 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,194 shares; 2024Q4: 5,738 shares; 2025Q1: 6,826 shares; 2025Q2: 6,974 shares; 2025Q3: 6,645 shares; 2025Q4: 5,944 shares; 2026Q1: 4,987 shares 4,987 $375K <0.01% -957 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,197 shares; 2024Q4: 35,426 shares; 2025Q1: 61,634 shares; 2025Q2: 64,075 shares; 2025Q3: 65,612 shares; 2025Q4: 43,811 shares; 2026Q1: 43,194 shares 43,194 $374K <0.01% -617 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA 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: not reported; 2025Q4: 24,363 shares; 2026Q1: 20,802 shares 20,802 $374K <0.01% -3,561 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,122 shares; 2024Q4: 13,335 shares; 2025Q1: 13,316 shares; 2025Q2: 14,356 shares; 2025Q3: 14,356 shares; 2025Q4: 14,569 shares; 2026Q1: 14,719 shares 14,719 $373K <0.01% +150 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,099 shares; 2026Q1: 11,571 shares 11,571 $373K <0.01% +472 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,607 shares; 2024Q4: 10,650 shares; 2025Q1: 9,621 shares; 2025Q2: 5,936 shares; 2025Q3: 5,668 shares; 2025Q4: 6,378 shares; 2026Q1: 3,631 shares 3,631 $373K <0.01% -2,747 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,706 shares; 2024Q4: 24,086 shares; 2025Q1: 16,692 shares; 2025Q2: 19,944 shares; 2025Q3: 22,869 shares; 2025Q4: 24,652 shares; 2026Q1: 32,614 shares 32,614 $373K <0.01% +7,962 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,398 shares; 2025Q1: 33,957 shares; 2025Q2: 37,740 shares; 2025Q3: 38,586 shares; 2025Q4: 27,691 shares; 2026Q1: 13,678 shares 13,678 $373K <0.01% -14,013 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,100 shares; 2024Q4: 52,232 shares; 2025Q1: 53,240 shares; 2025Q2: not reported; 2025Q3: 46,515 shares; 2025Q4: 57,407 shares; 2026Q1: 9,389 shares 9,389 $372K <0.01% -48,018 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 4,928 shares; 2025Q1: 4,733 shares; 2025Q2: 5,298 shares; 2025Q3: 5,413 shares; 2025Q4: 4,073 shares; 2026Q1: 3,804 shares 3,804 $371K <0.01% -269 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 3,072 shares; 2025Q1: 3,462 shares; 2025Q2: 3,523 shares; 2025Q3: 3,363 shares; 2025Q4: 3,346 shares; 2026Q1: 2,987 shares 2,987 $371K <0.01% -359 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 7,140 shares; 2025Q1: 7,036 shares; 2025Q2: 7,081 shares; 2025Q3: 6,714 shares; 2025Q4: 7,352 shares; 2026Q1: 3,637 shares 3,637 $371K <0.01% -3,715 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,970 shares; 2025Q1: 3,557 shares; 2025Q2: 4,240 shares; 2025Q3: 4,014 shares; 2025Q4: 4,723 shares; 2026Q1: 3,966 shares 3,966 $371K <0.01% -757 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 6,659 shares; 2025Q1: 5,817 shares; 2025Q2: 5,762 shares; 2025Q3: 4,625 shares; 2025Q4: 4,733 shares; 2026Q1: 3,249 shares 3,249 $370K <0.01% -1,484 Timeline BBJP 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: 5,949 shares; 2024Q4: 4,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,439 shares; 2025Q4: 4,303 shares; 2026Q1: 5,374 shares 5,374 $370K <0.01% +1,071 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 6,514 shares; 2025Q1: 7,303 shares; 2025Q2: 8,393 shares; 2025Q3: 9,032 shares; 2025Q4: 8,461 shares; 2026Q1: 8,094 shares 8,094 $370K <0.01% -367 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,256 shares; 2025Q2: 1,259 shares; 2025Q3: 1,160 shares; 2025Q4: 1,411 shares; 2026Q1: 852 shares 852 $370K <0.01% -559 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 5,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,503 shares; 2026Q1: 4,443 shares 4,443 $369K <0.01% +1,940 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,184 shares; 2024Q4: 12,275 shares; 2025Q1: 12,515 shares; 2025Q2: 13,099 shares; 2025Q3: 14,308 shares; 2025Q4: 15,649 shares; 2026Q1: 10,424 shares 10,424 $369K <0.01% -5,225 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,438 shares; 2024Q4: 44,920 shares; 2025Q1: 47,012 shares; 2025Q2: 45,142 shares; 2025Q3: 44,598 shares; 2025Q4: 36,144 shares; 2026Q1: 10,117 shares 10,117 $368K <0.01% -26,027 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,548 shares; 2024Q4: 94,595 shares; 2025Q1: 93,507 shares; 2025Q2: 99,445 shares; 2025Q3: 105,164 shares; 2025Q4: 113,395 shares; 2026Q1: 103,458 shares 103,458 $367K <0.01% -9,937 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,204 shares; 2024Q4: 32,549 shares; 2025Q1: 40,206 shares; 2025Q2: not reported; 2025Q3: 25,470 shares; 2025Q4: 36,646 shares; 2026Q1: 42,021 shares 42,021 $367K <0.01% +5,375 Timeline UMAY 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: 8,113 shares; 2024Q4: 8,113 shares; 2025Q1: 6,813 shares; 2025Q2: 21,583 shares; 2025Q3: 21,583 shares; 2025Q4: 21,583 shares; 2026Q1: 9,951 shares 9,951 $366K <0.01% -11,632 Timeline UJUN 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: 9,688 shares; 2024Q4: 9,768 shares; 2025Q1: 9,818 shares; 2025Q2: 12,397 shares; 2025Q3: 12,550 shares; 2025Q4: 12,711 shares; 2026Q1: 9,823 shares 9,823 $366K <0.01% -2,888 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,040 shares; 2026Q1: 6,757 shares 6,757 $365K <0.01% -1,283 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,809 shares; 2024Q4: 29,095 shares; 2025Q1: 15,867 shares; 2025Q2: 20,746 shares; 2025Q3: 33,479 shares; 2025Q4: 30,048 shares; 2026Q1: 6,609 shares 6,609 $365K <0.01% -23,439 Timeline HROW HARROW INC More: the full row for HARROW 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: 7,321 shares; 2026Q1: 10,356 shares 10,356 $365K <0.01% +3,035 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,190 shares; 2026Q1: 3,312 shares 3,312 $364K <0.01% +1,122 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,007 shares; 2025Q1: 2,072 shares; 2025Q2: 2,869 shares; 2025Q3: 2,899 shares; 2025Q4: 3,253 shares; 2026Q1: 2,874 shares 2,874 $363K <0.01% -379 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,511 shares; 2025Q1: 10,838 shares; 2025Q2: 27,571 shares; 2025Q3: 28,184 shares; 2025Q4: 30,007 shares; 2026Q1: 30,128 shares 30,128 $363K <0.01% +121 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,342 shares; 2024Q4: 83,140 shares; 2025Q1: 84,437 shares; 2025Q2: 138,301 shares; 2025Q3: 128,291 shares; 2025Q4: 129,516 shares; 2026Q1: 25,713 shares 25,713 $362K <0.01% -103,803 Timeline FPEI 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: 16,341 shares; 2024Q4: 43,755 shares; 2025Q1: 35,960 shares; 2025Q2: 38,636 shares; 2025Q3: 37,591 shares; 2025Q4: 43,550 shares; 2026Q1: 19,025 shares 19,025 $361K <0.01% -24,525 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 16,248 shares; 2025Q1: 16,320 shares; 2025Q2: 16,642 shares; 2025Q3: 14,836 shares; 2025Q4: 15,227 shares; 2026Q1: 11,493 shares 11,493 $361K <0.01% -3,734 Timeline ALOT ASTRONOVA INC More: the full row for ASTRONOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,194 shares; 2024Q4: 43,194 shares; 2025Q1: 43,194 shares; 2025Q2: 43,194 shares; 2025Q3: 43,194 shares; 2025Q4: 39,194 shares; 2026Q1: 39,194 shares 39,194 $360K <0.01% 0 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: 2,795 shares; 2025Q3: 3,672 shares; 2025Q4: 4,757 shares; 2026Q1: 4,531 shares 4,531 $360K <0.01% -226 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,290 shares; 2025Q1: 8,065 shares; 2025Q2: 7,898 shares; 2025Q3: 8,305 shares; 2025Q4: 8,161 shares; 2026Q1: 7,564 shares 7,564 $359K <0.01% -597 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 5,339 shares; 2025Q1: 5,949 shares; 2025Q2: 6,128 shares; 2025Q3: 6,053 shares; 2025Q4: 5,601 shares; 2026Q1: 5,255 shares 5,255 $359K <0.01% -346 Timeline AAON AAON INC More: the full row for AAON 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: 4,210 shares; 2025Q4: 4,990 shares; 2026Q1: 4,336 shares 4,336 $359K <0.01% -654 Timeline YMAX 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: 32,504 shares; 2025Q1: 60,534 shares; 2025Q2: 64,857 shares; 2025Q3: 73,473 shares; 2025Q4: 55,027 shares; 2026Q1: 45,790 shares 45,790 $359K <0.01% -9,237 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,167 shares; 2025Q4: 5,643 shares; 2026Q1: 4,182 shares 4,182 $358K <0.01% -1,461 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 2,049 shares; 2025Q1: 2,350 shares; 2025Q2: 2,699 shares; 2025Q3: 2,771 shares; 2025Q4: 3,138 shares; 2026Q1: 2,697 shares 2,697 $358K <0.01% -441 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,388 shares; 2026Q1: 2,113 shares 2,113 $357K <0.01% -275 Timeline JPIB 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: 15,007 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,443 shares 7,443 $356K <0.01% new Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 7,798 shares; 2025Q1: 6,661 shares; 2025Q2: 6,679 shares; 2025Q3: 6,682 shares; 2025Q4: 6,685 shares; 2026Q1: 6,821 shares 6,821 $356K <0.01% +136 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 7,306 shares; 2025Q1: 7,851 shares; 2025Q2: 7,761 shares; 2025Q3: 7,635 shares; 2025Q4: 7,785 shares; 2026Q1: 7,638 shares 7,638 $355K <0.01% -147 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,392 shares; 2025Q1: 11,854 shares; 2025Q2: 10,128 shares; 2025Q3: 13,727 shares; 2025Q4: 16,212 shares; 2026Q1: 23,329 shares 23,329 $354K <0.01% +7,117 Timeline NDEC 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: 7,720 shares; 2026Q1: 13,116 shares 13,116 $353K <0.01% +5,396 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,028 shares 12,028 $353K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,049 shares; 2025Q4: 34,761 shares; 2026Q1: 7,401 shares 7,401 $352K <0.01% -27,360 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,367 shares; 2025Q1: 2,363 shares; 2025Q2: 2,788 shares; 2025Q3: 2,586 shares; 2025Q4: 2,871 shares; 2026Q1: 2,617 shares 2,617 $351K <0.01% -254 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,521 shares; 2024Q4: 21,978 shares; 2025Q1: 20,897 shares; 2025Q2: 20,925 shares; 2025Q3: 22,103 shares; 2025Q4: 27,090 shares; 2026Q1: 23,746 shares 23,746 $351K <0.01% -3,344 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 3,553 shares; 2025Q3: 3,994 shares; 2025Q4: 5,219 shares; 2026Q1: 5,519 shares 5,519 $350K <0.01% +300 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 50,694 shares; 2025Q1: 55,331 shares; 2025Q2: 74,970 shares; 2025Q3: 84,627 shares; 2025Q4: 47,656 shares; 2026Q1: 42,080 shares 42,080 $346K <0.01% -5,576 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,550 shares; 2025Q1: 13,319 shares; 2025Q2: 12,533 shares; 2025Q3: 15,177 shares; 2025Q4: 14,082 shares; 2026Q1: 7,805 shares 7,805 $346K <0.01% -6,277 Timeline IBGA 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: 13,476 shares; 2025Q2: 13,628 shares; 2025Q3: 13,786 shares; 2025Q4: 13,994 shares; 2026Q1: 14,097 shares 14,097 $346K <0.01% +103 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS 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: 30,892 shares; 2026Q1: 10,975 shares 10,975 $346K <0.01% -19,917 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,717 shares 11,717 $346K <0.01% new Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,389 shares; 2026Q1: 10,335 shares 10,335 $345K <0.01% +1,946 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,981 shares; 2024Q4: 19,675 shares; 2025Q1: 22,440 shares; 2025Q2: 21,777 shares; 2025Q3: 41,205 shares; 2025Q4: 14,321 shares; 2026Q1: 12,765 shares 12,765 $345K <0.01% -1,556 Timeline UFOX 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: 5,435 shares; 2024Q4: 5,515 shares; 2025Q1: 5,615 shares; 2025Q2: 5,566 shares; 2025Q3: 5,154 shares; 2025Q4: 5,103 shares; 2026Q1: 5,049 shares 5,049 $344K <0.01% -54 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 4,838 shares; 2025Q1: 4,718 shares; 2025Q2: 4,592 shares; 2025Q3: 4,588 shares; 2025Q4: 5,495 shares; 2026Q1: 3,975 shares 3,975 $343K <0.01% -1,520 Timeline FLCH 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: 10,667 shares; 2025Q4: 14,507 shares; 2026Q1: 15,321 shares 15,321 $343K <0.01% +814 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,804 shares; 2025Q3: 10,834 shares; 2025Q4: 12,755 shares; 2026Q1: 11,754 shares 11,754 $342K <0.01% -1,001 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 10,851 shares; 2025Q1: 10,354 shares; 2025Q2: 10,770 shares; 2025Q3: 10,986 shares; 2025Q4: 10,675 shares; 2026Q1: 7,764 shares 7,764 $340K <0.01% -2,911 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: 5,420 shares; 2024Q4: 4,582 shares; 2025Q1: 9,028 shares; 2025Q2: 7,355 shares; 2025Q3: 4,585 shares; 2025Q4: 3,712 shares; 2026Q1: 4,167 shares 4,167 $340K <0.01% +455 Timeline DHDG 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: not reported; 2026Q1: 10,110 shares 10,110 $340K <0.01% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,588 shares; 2024Q4: 14,697 shares; 2025Q1: 15,230 shares; 2025Q2: 14,945 shares; 2025Q3: 14,218 shares; 2025Q4: 11,787 shares; 2026Q1: 8,111 shares 8,111 $339K <0.01% -3,676 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,739 shares; 2026Q1: 13,689 shares 13,689 $339K <0.01% +1,950 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,152 shares; 2024Q4: 122,151 shares; 2025Q1: 122,799 shares; 2025Q2: 123,755 shares; 2025Q3: 123,422 shares; 2025Q4: 120,713 shares; 2026Q1: 115,171 shares 115,171 $339K <0.01% -5,542 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 6,720 shares; 2025Q1: 5,255 shares; 2025Q2: 5,580 shares; 2025Q3: 5,324 shares; 2025Q4: 5,736 shares; 2026Q1: 5,424 shares 5,424 $339K <0.01% -312 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,402 shares 43,402 $339K <0.01% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 21,910 shares; 2025Q1: 22,062 shares; 2025Q2: 21,191 shares; 2025Q3: 21,901 shares; 2025Q4: 22,130 shares; 2026Q1: 20,094 shares 20,094 $338K <0.01% -2,036 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,563 shares; 2024Q4: 19,231 shares; 2025Q1: 5,649 shares; 2025Q2: 4,900 shares; 2025Q3: 4,823 shares; 2025Q4: 4,311 shares; 2026Q1: 3,019 shares 3,019 $335K <0.01% -1,292 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306,538 shares; 2025Q1: 318,593 shares; 2025Q2: 329,187 shares; 2025Q3: 342,479 shares; 2025Q4: 21,820 shares; 2026Q1: 16,323 shares 16,323 $335K <0.01% -5,497 Timeline GCOR 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: 5,653 shares; 2026Q1: 8,097 shares 8,097 $335K <0.01% +2,444 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,661 shares; 2025Q4: 6,887 shares; 2026Q1: 5,141 shares 5,141 $334K <0.01% -1,746 Timeline AOR 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: 5,441 shares; 2025Q2: 3,383 shares; 2025Q3: 13,129 shares; 2025Q4: 12,892 shares; 2026Q1: 5,192 shares 5,192 $334K <0.01% -7,700 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 6,353 shares; 2025Q1: 4,829 shares; 2025Q2: 6,165 shares; 2025Q3: 5,337 shares; 2025Q4: 5,158 shares; 2026Q1: 4,970 shares 4,970 $334K <0.01% -188 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,644 shares; 2025Q4: 26,304 shares; 2026Q1: 37,031 shares 37,031 $334K <0.01% +10,727 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,640 shares; 2025Q4: 10,320 shares; 2026Q1: 15,539 shares 15,539 $334K <0.01% +5,219 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,122 shares; 2024Q4: 47,250 shares; 2025Q1: 51,270 shares; 2025Q2: 55,167 shares; 2025Q3: 51,856 shares; 2025Q4: 10,891 shares; 2026Q1: 5,136 shares 5,136 $334K <0.01% -5,755 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 4,475 shares; 2025Q1: 4,869 shares; 2025Q2: 3,204 shares; 2025Q3: 3,444 shares; 2025Q4: 3,691 shares; 2026Q1: 3,042 shares 3,042 $333K <0.01% -649 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,412 shares; 2024Q4: 34,608 shares; 2025Q1: 29,469 shares; 2025Q2: 28,512 shares; 2025Q3: 25,855 shares; 2025Q4: 19,762 shares; 2026Q1: 11,035 shares 11,035 $332K <0.01% -8,727 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,077 shares; 2024Q4: 19,123 shares; 2025Q1: 21,827 shares; 2025Q2: 21,126 shares; 2025Q3: 16,836 shares; 2025Q4: 11,349 shares; 2026Q1: 7,407 shares 7,407 $332K <0.01% -3,942 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: 7,838 shares 7,838 $332K <0.01% new Timeline PFRL 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: 20,571 shares; 2025Q1: 20,816 shares; 2025Q2: 21,538 shares; 2025Q3: 24,490 shares; 2025Q4: 9,667 shares; 2026Q1: 6,804 shares 6,804 $331K <0.01% -2,863 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,390 shares; 2024Q4: 30,312 shares; 2025Q1: 16,785 shares; 2025Q2: 10,017 shares; 2025Q3: 6,765 shares; 2025Q4: 3,893 shares; 2026Q1: 4,245 shares 4,245 $331K <0.01% +352 Timeline XCCC 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: not reported; 2025Q4: not reported; 2026Q1: 9,073 shares 9,073 $330K <0.01% new Timeline