MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 6,130 shares; 2025Q1: 5,281 shares; 2025Q2: 5,930 shares; 2025Q3: 5,683 shares; 2025Q4: 5,728 shares; 2026Q1: 5,352 shares 5,352 $1.28M 0.03% -376 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,581 shares; 2024Q4: 31,387 shares; 2025Q1: 30,687 shares; 2025Q2: 28,803 shares; 2025Q3: 30,912 shares; 2025Q4: 30,412 shares; 2026Q1: 29,462 shares 29,462 $1.28M 0.03% -950 Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,691 shares; 2025Q1: 8,691 shares; 2025Q2: 8,691 shares; 2025Q3: 16,280 shares; 2025Q4: 23,609 shares; 2026Q1: 23,609 shares 23,609 $1.28M 0.03% 0 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,735 shares; 2025Q3: 5,758 shares; 2025Q4: 11,448 shares; 2026Q1: 11,448 shares 11,448 $1.27M 0.03% 0 Timeline QFLR 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: 25,288 shares; 2025Q4: 25,235 shares; 2026Q1: 37,921 shares 37,921 $1.26M 0.03% +12,686 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to 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: 45,595 shares 45,595 $1.26M 0.03% new Timeline FNDA 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: 25,372 shares; 2024Q4: 24,147 shares; 2025Q1: 26,784 shares; 2025Q2: 27,707 shares; 2025Q3: 27,715 shares; 2025Q4: 30,967 shares; 2026Q1: 38,714 shares 38,714 $1.26M 0.03% +7,747 Timeline NAPR 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: 25,671 shares; 2025Q4: 24,093 shares; 2026Q1: 22,955 shares 22,955 $1.25M 0.03% -1,138 Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 33,063 shares; 2025Q1: 33,947 shares; 2025Q2: 33,540 shares; 2025Q3: 32,051 shares; 2025Q4: 32,055 shares; 2026Q1: 32,288 shares 32,288 $1.25M 0.03% +233 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 375 shares; 2025Q1: 361 shares; 2025Q2: 366 shares; 2025Q3: 368 shares; 2025Q4: 369 shares; 2026Q1: 369 shares 369 $1.25M 0.03% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,939 shares; 2024Q4: 18,831 shares; 2025Q1: 17,669 shares; 2025Q2: 17,759 shares; 2025Q3: 17,857 shares; 2025Q4: 17,205 shares; 2026Q1: 14,399 shares 14,399 $1.25M 0.03% -2,806 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 11,897 shares; 2025Q1: 11,846 shares; 2025Q2: 11,561 shares; 2025Q3: 38,473 shares; 2025Q4: 34,682 shares; 2026Q1: 27,094 shares 27,094 $1.25M 0.03% -7,588 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,156 shares; 2024Q4: 76,088 shares; 2025Q1: 92,554 shares; 2025Q2: 101,527 shares; 2025Q3: 112,486 shares; 2025Q4: 103,197 shares; 2026Q1: 107,703 shares 107,703 $1.24M 0.03% +4,506 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,701 shares; 2024Q4: 42,809 shares; 2025Q1: 47,069 shares; 2025Q2: 43,981 shares; 2025Q3: 44,994 shares; 2025Q4: 44,227 shares; 2026Q1: 43,252 shares 43,252 $1.24M 0.03% -975 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,273 shares; 2024Q4: 51,891 shares; 2025Q1: 53,620 shares; 2025Q2: 49,011 shares; 2025Q3: 41,251 shares; 2025Q4: 35,372 shares; 2026Q1: 33,057 shares 33,057 $1.24M 0.03% -2,315 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,078 shares; 2026Q1: 38,744 shares 38,744 $1.23M 0.03% +27,666 Timeline DFUV 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: 26,250 shares; 2024Q4: 26,289 shares; 2025Q1: 26,325 shares; 2025Q2: 25,077 shares; 2025Q3: 24,586 shares; 2025Q4: 24,096 shares; 2026Q1: 25,278 shares 25,278 $1.22M 0.03% +1,182 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: not reported; 2025Q3: 5,841 shares; 2025Q4: 5,862 shares; 2026Q1: 3,835 shares 3,835 $1.22M 0.03% -2,027 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 6,814 shares; 2025Q1: 6,426 shares; 2025Q2: 3,262 shares; 2025Q3: 3,417 shares; 2025Q4: 3,108 shares; 2026Q1: 8,409 shares 8,409 $1.22M 0.03% +5,301 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST 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: 12,382 shares; 2025Q3: 12,338 shares; 2025Q4: 12,333 shares; 2026Q1: 12,333 shares 12,333 $1.21M 0.03% 0 Timeline GOLD GOLD COM INC More: the full row for GOLD COM 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: 30,149 shares; 2026Q1: 30,161 shares 30,161 $1.21M 0.03% +12 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,579 shares; 2025Q1: 9,535 shares; 2025Q2: 9,516 shares; 2025Q3: 9,414 shares; 2025Q4: 9,950 shares; 2026Q1: 9,945 shares 9,945 $1.2M 0.03% -5 Timeline MXI 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: 12,160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,444 shares; 2025Q3: 12,069 shares; 2025Q4: 11,537 shares; 2026Q1: 11,334 shares 11,334 $1.2M 0.03% -203 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS 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: 10,397 shares; 2025Q4: not reported; 2026Q1: 80,017 shares 80,017 $1.2M 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 13,163 shares; 2025Q4: 14,488 shares; 2026Q1: 14,786 shares 14,786 $1.2M 0.03% +298 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,109 shares; 2024Q4: 13,389 shares; 2025Q1: 13,359 shares; 2025Q2: 13,487 shares; 2025Q3: 14,761 shares; 2025Q4: 14,651 shares; 2026Q1: 15,848 shares 15,848 $1.2M 0.03% +1,197 Timeline XTWO 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: 24,890 shares; 2025Q4: 23,061 shares; 2026Q1: 24,232 shares 24,232 $1.19M 0.03% +1,171 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,518 shares; 2025Q1: 3,679 shares; 2025Q2: 4,154 shares; 2025Q3: 4,249 shares; 2025Q4: 4,018 shares; 2026Q1: 4,090 shares 4,090 $1.19M 0.03% +72 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,332 shares; 2024Q4: 106,290 shares; 2025Q1: 97,287 shares; 2025Q2: 92,537 shares; 2025Q3: 94,063 shares; 2025Q4: 95,119 shares; 2026Q1: 107,787 shares 107,787 $1.19M 0.03% +12,668 Timeline IJK 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: 24,460 shares; 2024Q4: 23,536 shares; 2025Q1: 4,594 shares; 2025Q2: 4,299 shares; 2025Q3: 4,367 shares; 2025Q4: 9,952 shares; 2026Q1: 11,799 shares 11,799 $1.19M 0.03% +1,847 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,518 shares; 2025Q1: 4,390 shares; 2025Q2: 3,494 shares; 2025Q3: 3,437 shares; 2025Q4: 3,425 shares; 2026Q1: 3,428 shares 3,428 $1.18M 0.03% +3 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 10,301 shares; 2025Q1: 10,982 shares; 2025Q2: 10,991 shares; 2025Q3: 10,872 shares; 2025Q4: 18,883 shares; 2026Q1: 12,533 shares 12,533 $1.18M 0.03% -6,350 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 10,938 shares; 2025Q1: 11,359 shares; 2025Q2: 11,396 shares; 2025Q3: 11,014 shares; 2025Q4: 11,494 shares; 2026Q1: 12,546 shares 12,546 $1.18M 0.03% +1,052 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,712 shares; 2025Q1: 6,463 shares; 2025Q2: 6,882 shares; 2025Q3: 7,698 shares; 2025Q4: 7,395 shares; 2026Q1: 5,940 shares 5,940 $1.18M 0.03% -1,455 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,846 shares; 2024Q4: 24,252 shares; 2025Q1: 21,029 shares; 2025Q2: 25,613 shares; 2025Q3: 24,036 shares; 2025Q4: 21,707 shares; 2026Q1: 20,173 shares 20,173 $1.18M 0.03% -1,534 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,778 shares; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: 8,601 shares; 2025Q4: 8,632 shares; 2026Q1: 7,770 shares 7,770 $1.17M 0.03% -862 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,990 shares; 2024Q4: 9,999 shares; 2025Q1: 9,990 shares; 2025Q2: 9,990 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,156 shares 8,156 $1.17M 0.03% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,666 shares; 2025Q1: 6,464 shares; 2025Q2: 6,577 shares; 2025Q3: 7,430 shares; 2025Q4: 8,480 shares; 2026Q1: 6,749 shares 6,749 $1.16M 0.02% -1,731 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,625 shares 14,625 $1.16M 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 804 shares; 2025Q4: 943 shares; 2026Q1: 2,913 shares 2,913 $1.16M 0.02% +1,970 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,358 shares; 2024Q4: 73,982 shares; 2025Q1: 75,907 shares; 2025Q2: 74,383 shares; 2025Q3: 78,786 shares; 2025Q4: 76,742 shares; 2026Q1: 62,949 shares 62,949 $1.16M 0.02% -13,793 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,690 shares; 2025Q4: 7,871 shares; 2026Q1: 8,547 shares 8,547 $1.16M 0.02% +676 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 13,838 shares; 2025Q1: 13,843 shares; 2025Q2: 16,605 shares; 2025Q3: 16,973 shares; 2025Q4: 20,821 shares; 2026Q1: 20,651 shares 20,651 $1.14M 0.02% -170 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 311 shares; 2025Q1: 507 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,559 shares 1,559 $1.14M 0.02% new 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: 34,291 shares; 2026Q1: 34,404 shares 34,404 $1.13M 0.02% +113 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,514 shares; 2024Q4: 13,548 shares; 2025Q1: 16,492 shares; 2025Q2: 10,407 shares; 2025Q3: 11,630 shares; 2025Q4: 11,694 shares; 2026Q1: 11,945 shares 11,945 $1.13M 0.02% +251 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,724 shares 5,724 $1.13M 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,069 shares; 2025Q4: 7,650 shares; 2026Q1: 7,650 shares 7,650 $1.13M 0.02% 0 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,876 shares; 2024Q4: 36,247 shares; 2025Q1: 35,477 shares; 2025Q2: 34,855 shares; 2025Q3: 35,157 shares; 2025Q4: 34,273 shares; 2026Q1: 34,720 shares 34,720 $1.13M 0.02% +447 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,862 shares; 2025Q1: 9,400 shares; 2025Q2: 11,214 shares; 2025Q3: not reported; 2025Q4: 5,705 shares; 2026Q1: 10,659 shares 10,659 $1.13M 0.02% +4,954 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,427 shares; 2024Q4: 26,012 shares; 2025Q1: 30,776 shares; 2025Q2: 34,252 shares; 2025Q3: 17,645 shares; 2025Q4: 21,653 shares; 2026Q1: 16,633 shares 16,633 $1.12M 0.02% -5,020 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 5,932 shares; 2025Q1: 7,677 shares; 2025Q2: 13,247 shares; 2025Q3: 18,547 shares; 2025Q4: 17,756 shares; 2026Q1: 15,619 shares 15,619 $1.12M 0.02% -2,137 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,703 shares; 2025Q1: 7,098 shares; 2025Q2: 28,830 shares; 2025Q3: 28,707 shares; 2025Q4: 29,283 shares; 2026Q1: 23,017 shares 23,017 $1.12M 0.02% -6,266 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: not reported; 2025Q1: 5,137 shares; 2025Q2: 6,848 shares; 2025Q3: 7,015 shares; 2025Q4: 7,653 shares; 2026Q1: 8,205 shares 8,205 $1.12M 0.02% +552 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,642 shares; 2024Q4: 27,950 shares; 2025Q1: 23,418 shares; 2025Q2: 22,564 shares; 2025Q3: 22,744 shares; 2025Q4: 22,309 shares; 2026Q1: 22,332 shares 22,332 $1.12M 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,419 shares; 2025Q4: 26,683 shares; 2026Q1: 28,039 shares 28,039 $1.11M 0.02% +1,356 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,597 shares; 2025Q4: 20,616 shares; 2026Q1: 20,515 shares 20,515 $1.11M 0.02% -101 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 6,876 shares; 2025Q2: 6,865 shares; 2025Q3: 6,726 shares; 2025Q4: 7,577 shares; 2026Q1: 6,740 shares 6,740 $1.1M 0.02% -837 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,477 shares; 2024Q4: 24,477 shares; 2025Q1: 40,337 shares; 2025Q2: 41,937 shares; 2025Q3: 32,787 shares; 2025Q4: 33,103 shares; 2026Q1: 33,003 shares 33,003 $1.1M 0.02% -100 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,740 shares; 2025Q1: 5,383 shares; 2025Q2: 4,577 shares; 2025Q3: 4,889 shares; 2025Q4: 4,645 shares; 2026Q1: 7,001 shares 7,001 $1.1M 0.02% +2,356 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 5,094 shares; 2025Q1: 5,104 shares; 2025Q2: 5,206 shares; 2025Q3: 5,480 shares; 2025Q4: 5,479 shares; 2026Q1: 5,479 shares 5,479 $1.1M 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,585 shares; 2024Q4: 32,147 shares; 2025Q1: 30,519 shares; 2025Q2: 31,168 shares; 2025Q3: 31,352 shares; 2025Q4: 31,769 shares; 2026Q1: 28,719 shares 28,719 $1.1M 0.02% -3,050 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 9,700 shares; 2025Q1: 10,254 shares; 2025Q2: 10,888 shares; 2025Q3: 10,864 shares; 2025Q4: 11,099 shares; 2026Q1: 11,085 shares 11,085 $1.09M 0.02% -14 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,884 shares; 2025Q2: 24,799 shares; 2025Q3: 22,642 shares; 2025Q4: 23,044 shares; 2026Q1: 32,808 shares 32,808 $1.09M 0.02% +9,764 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,218 shares; 2024Q4: 5,706 shares; 2025Q1: 5,671 shares; 2025Q2: 5,677 shares; 2025Q3: 5,591 shares; 2025Q4: 5,529 shares; 2026Q1: 5,156 shares 5,156 $1.09M 0.02% -373 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,336 shares; 2026Q1: 19,851 shares 19,851 $1.09M 0.02% +8,515 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 3,545 shares; 2025Q2: 3,692 shares; 2025Q3: 3,847 shares; 2025Q4: 3,855 shares; 2026Q1: 3,585 shares 3,585 $1.08M 0.02% -270 Timeline BYLD 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: 18,552 shares; 2025Q4: 33,122 shares; 2026Q1: 47,786 shares 47,786 $1.08M 0.02% +14,664 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,414 shares; 2024Q4: 26,414 shares; 2025Q1: 25,070 shares; 2025Q2: 24,870 shares; 2025Q3: 24,870 shares; 2025Q4: 24,870 shares; 2026Q1: 24,470 shares 24,470 $1.08M 0.02% -400 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,361 shares; 2024Q4: 9,675 shares; 2025Q1: 9,528 shares; 2025Q2: 9,558 shares; 2025Q3: 8,821 shares; 2025Q4: 9,013 shares; 2026Q1: 11,534 shares 11,534 $1.07M 0.02% +2,521 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 4,219 shares; 2025Q1: 2,829 shares; 2025Q2: 14,808 shares; 2025Q3: 18,268 shares; 2025Q4: 21,161 shares; 2026Q1: 12,275 shares 12,275 $1.06M 0.02% -8,886 Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,725 shares; 2024Q4: 44,865 shares; 2025Q1: 44,869 shares; 2025Q2: 44,865 shares; 2025Q3: 44,865 shares; 2025Q4: 47,235 shares; 2026Q1: 47,250 shares 47,250 $1.06M 0.02% +15 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,660 shares; 2024Q4: 15,660 shares; 2025Q1: 22,241 shares; 2025Q2: 22,241 shares; 2025Q3: 22,241 shares; 2025Q4: 21,961 shares; 2026Q1: 25,273 shares 25,273 $1.06M 0.02% +3,312 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,247 shares; 2025Q1: 13,345 shares; 2025Q2: 13,959 shares; 2025Q3: 13,618 shares; 2025Q4: 13,711 shares; 2026Q1: 13,728 shares 13,728 $1.06M 0.02% +17 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 8,883 shares; 2025Q1: 10,352 shares; 2025Q2: 11,067 shares; 2025Q3: 11,438 shares; 2025Q4: 11,168 shares; 2026Q1: 11,686 shares 11,686 $1.06M 0.02% +518 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,560 shares; 2024Q4: 8,522 shares; 2025Q1: 8,395 shares; 2025Q2: 8,514 shares; 2025Q3: 8,257 shares; 2025Q4: 8,263 shares; 2026Q1: 7,989 shares 7,989 $1.06M 0.02% -274 Timeline QTUM 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: 4,447 shares; 2024Q4: 5,380 shares; 2025Q1: 6,204 shares; 2025Q2: 10,011 shares; 2025Q3: 13,280 shares; 2025Q4: 11,320 shares; 2026Q1: 9,813 shares 9,813 $1.05M 0.02% -1,507 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,667 shares; 2025Q1: 3,025 shares; 2025Q2: 3,135 shares; 2025Q3: 2,916 shares; 2025Q4: 2,869 shares; 2026Q1: 2,891 shares 2,891 $1.05M 0.02% +22 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,963 shares; 2025Q3: 56,373 shares; 2025Q4: 58,174 shares; 2026Q1: 66,223 shares 66,223 $1.05M 0.02% +8,049 Timeline ZUMZ ZUMIEZ INC More: the full row for ZUMIEZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,018 shares; 2024Q4: 32,018 shares; 2025Q1: 32,018 shares; 2025Q2: 33,410 shares; 2025Q3: 47,304 shares; 2025Q4: 47,304 shares; 2026Q1: 47,304 shares 47,304 $1.05M 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,181 shares; 2024Q4: 74,108 shares; 2025Q1: 49,634 shares; 2025Q2: 23,919 shares; 2025Q3: 23,103 shares; 2025Q4: 21,907 shares; 2026Q1: 20,611 shares 20,611 $1.05M 0.02% -1,296 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,607 shares; 2024Q4: 16,654 shares; 2025Q1: 14,649 shares; 2025Q2: 14,421 shares; 2025Q3: 17,951 shares; 2025Q4: 19,812 shares; 2026Q1: 23,031 shares 23,031 $1.05M 0.02% +3,219 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,984 shares; 2024Q4: 42,989 shares; 2025Q1: 42,999 shares; 2025Q2: 42,999 shares; 2025Q3: 51,753 shares; 2025Q4: 51,753 shares; 2026Q1: 51,753 shares 51,753 $1.05M 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,595 shares; 2025Q1: 5,634 shares; 2025Q2: 5,978 shares; 2025Q3: 8,709 shares; 2025Q4: 8,925 shares; 2026Q1: 9,229 shares 9,229 $1.04M 0.02% +304 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 7,022 shares; 2025Q1: 8,459 shares; 2025Q2: 10,750 shares; 2025Q3: 10,003 shares; 2025Q4: 10,538 shares; 2026Q1: 12,823 shares 12,823 $1.04M 0.02% +2,285 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS 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: 11,578 shares 11,578 $1.04M 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,646 shares; 2025Q3: 4,457 shares; 2025Q4: 6,288 shares; 2026Q1: 7,177 shares 7,177 $1.04M 0.02% +889 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,047 shares; 2024Q4: 15,859 shares; 2025Q1: 13,304 shares; 2025Q2: 13,638 shares; 2025Q3: 17,502 shares; 2025Q4: 17,768 shares; 2026Q1: 17,624 shares 17,624 $1.04M 0.02% -144 Timeline SLQD 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: 17,768 shares; 2024Q4: 17,720 shares; 2025Q1: 16,457 shares; 2025Q2: 19,809 shares; 2025Q3: 21,259 shares; 2025Q4: 21,259 shares; 2026Q1: 20,512 shares 20,512 $1.04M 0.02% -747 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 6,414 shares; 2025Q1: 8,202 shares; 2025Q2: 6,573 shares; 2025Q3: 24,775 shares; 2025Q4: 27,103 shares; 2026Q1: 25,156 shares 25,156 $1.03M 0.02% -1,947 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: 69,444 shares; 2024Q4: 74,167 shares; 2025Q1: 86,480 shares; 2025Q2: 72,984 shares; 2025Q3: 72,327 shares; 2025Q4: 72,994 shares; 2026Q1: 73,242 shares 73,242 $1.03M 0.02% +248 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,654 shares; 2025Q1: 3,546 shares; 2025Q2: 4,124 shares; 2025Q3: 4,084 shares; 2025Q4: 4,085 shares; 2026Q1: 4,055 shares 4,055 $1.03M 0.02% -30 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,902 shares; 2025Q1: 4,297 shares; 2025Q2: 4,478 shares; 2025Q3: 3,658 shares; 2025Q4: 3,687 shares; 2026Q1: 3,576 shares 3,576 $1.03M 0.02% -111 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,788 shares; 2026Q1: 21,847 shares 21,847 $1.02M 0.02% +59 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 35,612 shares; 2025Q4: 35,561 shares; 2026Q1: 19,099 shares 19,099 $1.02M 0.02% -16,462 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 7,380 shares; 2025Q1: 7,431 shares; 2025Q2: 9,214 shares; 2025Q3: 9,370 shares; 2025Q4: 8,391 shares; 2026Q1: 6,926 shares 6,926 $1.01M 0.02% -1,465 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 760 shares; 2025Q1: 479 shares; 2025Q2: 470 shares; 2025Q3: 663 shares; 2025Q4: 852 shares; 2026Q1: 919 shares 919 $1M 0.02% +67 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 16,221 shares; 2025Q1: 15,541 shares; 2025Q2: 12,189 shares; 2025Q3: 11,349 shares; 2025Q4: 10,857 shares; 2026Q1: 13,448 shares 13,448 $1M 0.02% +2,591 Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,483 shares; 2025Q2: 91,823 shares; 2025Q3: 91,823 shares; 2025Q4: 115,720 shares; 2026Q1: 115,720 shares 115,720 $998K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,043 shares; 2025Q1: 4,478 shares; 2025Q2: 8,602 shares; 2025Q3: 8,418 shares; 2025Q4: 8,388 shares; 2026Q1: 5,031 shares 5,031 $997K 0.02% -3,357 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 396 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 243 shares; 2025Q4: 246 shares; 2026Q1: 235 shares 235 $989K 0.02% -11 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,754 shares; 2024Q4: 11,751 shares; 2025Q1: 9,095 shares; 2025Q2: 9,437 shares; 2025Q3: 10,060 shares; 2025Q4: 10,694 shares; 2026Q1: 10,514 shares 10,514 $988K 0.02% -180 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,222 shares; 2024Q4: 17,566 shares; 2025Q1: 21,142 shares; 2025Q2: 21,744 shares; 2025Q3: 21,530 shares; 2025Q4: 22,706 shares; 2026Q1: 30,732 shares 30,732 $984K 0.02% +8,026 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,025 shares; 2025Q2: 13,714 shares; 2025Q3: 110,308 shares; 2025Q4: 106,430 shares; 2026Q1: 61,802 shares 61,802 $981K 0.02% -44,628 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,656 shares 15,656 $981K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,313 shares; 2025Q1: 3,983 shares; 2025Q2: 4,018 shares; 2025Q3: 4,179 shares; 2025Q4: 4,584 shares; 2026Q1: 4,947 shares 4,947 $981K 0.02% +363 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,619 shares; 2025Q1: 2,472 shares; 2025Q2: 2,477 shares; 2025Q3: 3,877 shares; 2025Q4: 14,809 shares; 2026Q1: 9,360 shares 9,360 $979K 0.02% -5,449 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,570 shares; 2025Q3: 64,800 shares; 2025Q4: 64,841 shares; 2026Q1: 71,281 shares 71,281 $978K 0.02% +6,440 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: not reported; 2026Q1: 63,606 shares 63,606 $978K 0.02% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 4,313 shares; 2025Q1: 3,518 shares; 2025Q2: 6,177 shares; 2025Q3: 6,646 shares; 2025Q4: 6,558 shares; 2026Q1: 5,156 shares 5,156 $977K 0.02% -1,402 Timeline UFEB 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: 40,250 shares; 2025Q2: 39,433 shares; 2025Q3: 37,433 shares; 2025Q4: 36,575 shares; 2026Q1: 26,875 shares 26,875 $976K 0.02% -9,700 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,080 shares; 2025Q1: 1,148 shares; 2025Q2: 1,223 shares; 2025Q3: 1,162 shares; 2025Q4: 1,222 shares; 2026Q1: 3,459 shares 3,459 $961K 0.02% +2,237 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,643 shares; 2024Q4: 21,613 shares; 2025Q1: 23,009 shares; 2025Q2: 21,656 shares; 2025Q3: 21,666 shares; 2025Q4: 20,130 shares; 2026Q1: 19,602 shares 19,602 $958K 0.02% -528 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,230 shares; 2024Q4: 139,585 shares; 2025Q1: 127,020 shares; 2025Q2: 120,485 shares; 2025Q3: 120,735 shares; 2025Q4: 115,115 shares; 2026Q1: 114,820 shares 114,820 $955K 0.02% -295 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 7,230 shares; 2025Q1: 8,130 shares; 2025Q2: 7,546 shares; 2025Q3: 29,866 shares; 2025Q4: 31,754 shares; 2026Q1: 20,459 shares 20,459 $955K 0.02% -11,295 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,143 shares 38,143 $954K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,418 shares; 2024Q4: 30,162 shares; 2025Q1: 30,179 shares; 2025Q2: 22,291 shares; 2025Q3: 19,117 shares; 2025Q4: 18,995 shares; 2026Q1: 18,043 shares 18,043 $953K 0.02% -952 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,935 shares 41,935 $953K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,222 shares; 2025Q1: 4,215 shares; 2025Q2: 4,783 shares; 2025Q3: 4,465 shares; 2025Q4: 4,375 shares; 2026Q1: 4,396 shares 4,396 $952K 0.02% +21 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,112 shares; 2024Q4: 13,983 shares; 2025Q1: 12,540 shares; 2025Q2: 13,173 shares; 2025Q3: 11,326 shares; 2025Q4: 27,499 shares; 2026Q1: 54,984 shares 54,984 $952K 0.02% +27,485 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: not reported; 2025Q2: not reported; 2025Q3: 5,607 shares; 2025Q4: 5,607 shares; 2026Q1: 5,628 shares 5,628 $950K 0.02% +21 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG 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: 57,497 shares; 2026Q1: 57,497 shares 57,497 $946K 0.02% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,452 shares; 2024Q4: 131,058 shares; 2025Q1: 116,216 shares; 2025Q2: 123,766 shares; 2025Q3: 136,817 shares; 2025Q4: 88,717 shares; 2026Q1: 86,177 shares 86,177 $946K 0.02% -2,540 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 218,201 shares; 2025Q4: 219,263 shares; 2026Q1: 202,109 shares 202,109 $944K 0.02% -17,154 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,660 shares; 2025Q1: 8,095 shares; 2025Q2: 7,643 shares; 2025Q3: 8,464 shares; 2025Q4: 8,461 shares; 2026Q1: 8,907 shares 8,907 $942K 0.02% +446 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 6,316 shares; 2025Q1: 7,670 shares; 2025Q2: 8,328 shares; 2025Q3: 7,977 shares; 2025Q4: 8,239 shares; 2026Q1: 10,033 shares 10,033 $936K 0.02% +1,794 Timeline VGIT 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: 31,302 shares; 2024Q4: 33,523 shares; 2025Q1: 12,761 shares; 2025Q2: 12,951 shares; 2025Q3: 13,260 shares; 2025Q4: 13,063 shares; 2026Q1: 15,701 shares 15,701 $935K 0.02% +2,638 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,974 shares 2,974 $934K 0.02% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,117 shares; 2025Q2: 40,540 shares; 2025Q3: 37,239 shares; 2025Q4: 37,195 shares; 2026Q1: 38,299 shares 38,299 $928K 0.02% +1,104 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,369 shares; 2025Q4: 19,507 shares; 2026Q1: 23,369 shares 23,369 $927K 0.02% +3,862 Timeline ILDR 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: 22,211 shares; 2025Q4: 28,792 shares; 2026Q1: 31,124 shares 31,124 $927K 0.02% +2,332 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,168 shares 82,168 $927K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,115 shares; 2025Q1: 2,746 shares; 2025Q2: 2,479 shares; 2025Q3: 2,843 shares; 2025Q4: 2,951 shares; 2026Q1: 3,097 shares 3,097 $915K 0.02% +146 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,367 shares; 2024Q4: 8,420 shares; 2025Q1: 7,864 shares; 2025Q2: 8,265 shares; 2025Q3: 10,139 shares; 2025Q4: 10,393 shares; 2026Q1: 10,701 shares 10,701 $912K 0.02% +308 Timeline SPAB 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: 29,939 shares; 2024Q4: 29,163 shares; 2025Q1: 29,867 shares; 2025Q2: 31,736 shares; 2025Q3: 34,043 shares; 2025Q4: 34,174 shares; 2026Q1: 34,981 shares 34,981 $896K 0.02% +807 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,852 shares 17,852 $892K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,970 shares; 2024Q4: 12,457 shares; 2025Q1: 3,818 shares; 2025Q2: 3,948 shares; 2025Q3: 6,421 shares; 2025Q4: 4,208 shares; 2026Q1: 7,098 shares 7,098 $890K 0.02% +2,890 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 11,162 shares; 2025Q1: 9,844 shares; 2025Q2: 9,420 shares; 2025Q3: 9,265 shares; 2025Q4: 9,047 shares; 2026Q1: 8,267 shares 8,267 $890K 0.02% -780 Timeline HYBB 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: 21,764 shares; 2024Q4: 24,244 shares; 2025Q1: 15,147 shares; 2025Q2: 16,666 shares; 2025Q3: 18,986 shares; 2025Q4: 18,007 shares; 2026Q1: 19,126 shares 19,126 $889K 0.02% +1,119 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: 14,933 shares; 2025Q4: 16,534 shares; 2026Q1: 31,329 shares 31,329 $889K 0.02% +14,795 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 10,216 shares; 2025Q1: 8,991 shares; 2025Q2: 9,019 shares; 2025Q3: 8,979 shares; 2025Q4: 8,825 shares; 2026Q1: 8,850 shares 8,850 $885K 0.02% +25 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,924 shares; 2025Q1: 7,212 shares; 2025Q2: 5,730 shares; 2025Q3: 20,319 shares; 2025Q4: 20,462 shares; 2026Q1: 6,987 shares 6,987 $883K 0.02% -13,475 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,921 shares; 2025Q1: 5,173 shares; 2025Q2: 5,898 shares; 2025Q3: 7,659 shares; 2025Q4: 8,383 shares; 2026Q1: 14,935 shares 14,935 $882K 0.02% +6,552 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,101 shares; 2024Q4: 25,101 shares; 2025Q1: 24,701 shares; 2025Q2: 24,601 shares; 2025Q3: 24,201 shares; 2025Q4: 21,687 shares; 2026Q1: 21,677 shares 21,677 $878K 0.02% -10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 968 shares; 2025Q1: 1,069 shares; 2025Q2: 1,133 shares; 2025Q3: 1,157 shares; 2025Q4: 1,492 shares; 2026Q1: 2,211 shares 2,211 $877K 0.02% +719 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,411 shares; 2024Q4: 11,309 shares; 2025Q1: 14,180 shares; 2025Q2: 12,431 shares; 2025Q3: 10,479 shares; 2025Q4: 13,605 shares; 2026Q1: 12,487 shares 12,487 $874K 0.02% -1,118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,421 shares 46,421 $873K 0.02% new Timeline RYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,200 shares; 2025Q2: 27,800 shares; 2025Q3: 36,400 shares; 2025Q4: 37,640 shares; 2026Q1: 40,015 shares 40,015 $873K 0.02% +2,375 Timeline FSIG 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: 121,197 shares; 2024Q4: 132,892 shares; 2025Q1: 116,559 shares; 2025Q2: 68,390 shares; 2025Q3: 228,477 shares; 2025Q4: 223,134 shares; 2026Q1: 46,082 shares 46,082 $873K 0.02% -177,052 Timeline SHM 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: 18,310 shares; 2024Q4: 17,207 shares; 2025Q1: 17,924 shares; 2025Q2: 17,912 shares; 2025Q3: 17,657 shares; 2025Q4: 17,940 shares; 2026Q1: 18,242 shares 18,242 $873K 0.02% +302 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,884 shares; 2025Q4: 13,381 shares; 2026Q1: 13,419 shares 13,419 $872K 0.02% +38 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 641 shares; 2025Q2: 754 shares; 2025Q3: 2,959 shares; 2025Q4: 2,724 shares; 2026Q1: 2,699 shares 2,699 $871K 0.02% -25 Timeline RWX 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: 31,347 shares; 2025Q3: 33,401 shares; 2025Q4: 32,900 shares; 2026Q1: 32,691 shares 32,691 $870K 0.02% -209 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,244 shares; 2025Q2: 10,731 shares; 2025Q3: 11,988 shares; 2025Q4: 12,613 shares; 2026Q1: 16,058 shares 16,058 $867K 0.02% +3,445 Timeline DIVI 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: 94,635 shares; 2024Q4: 99,241 shares; 2025Q1: 105,460 shares; 2025Q2: 106,332 shares; 2025Q3: 107,750 shares; 2025Q4: 106,746 shares; 2026Q1: 21,744 shares 21,744 $866K 0.02% -85,002 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 13,362 shares; 2026Q1: 13,662 shares 13,662 $864K 0.02% +300 Timeline XSEP 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: 23,574 shares; 2024Q4: 23,274 shares; 2025Q1: 21,374 shares; 2025Q2: 21,374 shares; 2025Q3: 21,324 shares; 2025Q4: 21,324 shares; 2026Q1: 20,539 shares 20,539 $860K 0.02% -785 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,089 shares 117,089 $856K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 3,963 shares; 2025Q1: 4,068 shares; 2025Q2: 4,576 shares; 2025Q3: 4,159 shares; 2025Q4: 4,222 shares; 2026Q1: 4,097 shares 4,097 $854K 0.02% -125 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,813 shares; 2025Q1: 2,011 shares; 2025Q2: 1,931 shares; 2025Q3: 2,010 shares; 2025Q4: 1,847 shares; 2026Q1: 1,973 shares 1,973 $853K 0.02% +126 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,135 shares; 2024Q4: 14,551 shares; 2025Q1: 13,511 shares; 2025Q2: 15,115 shares; 2025Q3: 11,742 shares; 2025Q4: 11,430 shares; 2026Q1: 11,862 shares 11,862 $852K 0.02% +432 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,669 shares; 2026Q1: 134,005 shares 134,005 $850K 0.02% +99,336 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,712 shares; 2025Q2: 5,397 shares; 2025Q3: 5,537 shares; 2025Q4: 6,168 shares; 2026Q1: 5,448 shares 5,448 $845K 0.02% -720 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,418 shares; 2025Q1: 2,606 shares; 2025Q2: 2,669 shares; 2025Q3: 2,714 shares; 2025Q4: 2,625 shares; 2026Q1: 1,567 shares 1,567 $843K 0.02% -1,058 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,517 shares; 2025Q1: 6,879 shares; 2025Q2: 7,155 shares; 2025Q3: 7,371 shares; 2025Q4: 7,225 shares; 2026Q1: 11,547 shares 11,547 $840K 0.02% +4,322 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,530 shares; 2024Q4: 66,369 shares; 2025Q1: 71,313 shares; 2025Q2: 74,881 shares; 2025Q3: 81,011 shares; 2025Q4: 83,843 shares; 2026Q1: 85,053 shares 85,053 $835K 0.02% +1,210 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,779 shares; 2025Q4: 21,145 shares; 2026Q1: 26,664 shares 26,664 $830K 0.02% +5,519 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,471 shares; 2024Q4: 60,251 shares; 2025Q1: 61,138 shares; 2025Q2: 62,950 shares; 2025Q3: 64,365 shares; 2025Q4: 67,729 shares; 2026Q1: 70,991 shares 70,991 $827K 0.02% +3,262 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 6,060 shares; 2025Q1: 6,160 shares; 2025Q2: 9,793 shares; 2025Q3: 15,161 shares; 2025Q4: 15,453 shares; 2026Q1: 20,035 shares 20,035 $825K 0.02% +4,582 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM 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: 241,825 shares 241,825 $825K 0.02% new Timeline FFND NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 25,470 shares; 2025Q2: 28,637 shares; 2025Q3: 30,193 shares; 2025Q4: 29,395 shares; 2026Q1: 28,579 shares 28,579 $824K 0.02% -816 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,422 shares; 2025Q4: 22,226 shares; 2026Q1: 16,692 shares 16,692 $821K 0.02% -5,534 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 909 shares; 2025Q1: 1,107 shares; 2025Q2: 925 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 1,110 shares 1,110 $820K 0.02% +272 Timeline GRNY 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: 17,589 shares; 2025Q1: 18,036 shares; 2025Q2: 18,278 shares; 2025Q3: 45,703 shares; 2025Q4: 45,634 shares; 2026Q1: 34,276 shares 34,276 $818K 0.02% -11,358 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,249 shares; 2024Q4: 12,249 shares; 2025Q1: 12,249 shares; 2025Q2: 12,249 shares; 2025Q3: 21,109 shares; 2025Q4: 21,109 shares; 2026Q1: 21,109 shares 21,109 $817K 0.02% 0 Timeline NSP INSPERITY INC More: the full row for INSPERITY 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: 30,099 shares 30,099 $814K 0.02% new Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,875 shares; 2024Q4: 47,859 shares; 2025Q1: 48,557 shares; 2025Q2: 48,777 shares; 2025Q3: 46,251 shares; 2025Q4: 51,668 shares; 2026Q1: 57,762 shares 57,762 $813K 0.02% +6,094 Timeline MSTB 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: 24,045 shares; 2024Q4: 22,740 shares; 2025Q1: 22,830 shares; 2025Q2: 21,238 shares; 2025Q3: 21,209 shares; 2025Q4: 21,230 shares; 2026Q1: 21,230 shares 21,230 $813K 0.02% 0 Timeline XMHQ 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: 6,952 shares; 2024Q4: 8,377 shares; 2025Q1: 3,361 shares; 2025Q2: 4,612 shares; 2025Q3: 4,996 shares; 2025Q4: 5,165 shares; 2026Q1: 7,846 shares 7,846 $811K 0.02% +2,681 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,902 shares; 2025Q4: 16,902 shares; 2026Q1: 16,902 shares 16,902 $811K 0.02% 0 Timeline XAGG 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: not reported; 2025Q4: 9,800 shares; 2026Q1: 16,252 shares 16,252 $807K 0.02% +6,452 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,091 shares; 2026Q1: 15,091 shares 15,091 $806K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,693 shares; 2025Q2: 8,491 shares; 2025Q3: 6,407 shares; 2025Q4: 6,353 shares; 2026Q1: 6,751 shares 6,751 $802K 0.02% +398 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,376 shares; 2025Q2: 104,367 shares; 2025Q3: 147,920 shares; 2025Q4: 147,878 shares; 2026Q1: 147,878 shares 147,878 $799K 0.02% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,588 shares; 2025Q1: 1,574 shares; 2025Q2: 1,320 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,963 shares 5,963 $795K 0.02% new Timeline COWZ 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: 15,363 shares; 2024Q4: 15,592 shares; 2025Q1: 15,835 shares; 2025Q2: 15,295 shares; 2025Q3: 13,258 shares; 2025Q4: 13,083 shares; 2026Q1: 12,703 shares 12,703 $795K 0.02% -380 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: 10,475 shares; 2024Q4: 9,417 shares; 2025Q1: 8,516 shares; 2025Q2: 7,916 shares; 2025Q3: 7,603 shares; 2025Q4: 11,417 shares; 2026Q1: 7,175 shares 7,175 $788K 0.02% -4,242 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 788 shares; 2025Q1: 780 shares; 2025Q2: 899 shares; 2025Q3: 802 shares; 2025Q4: 793 shares; 2026Q1: 801 shares 801 $785K 0.02% +8 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 13,700 shares; 2025Q1: 10,363 shares; 2025Q2: 10,346 shares; 2025Q3: 10,358 shares; 2025Q4: 9,085 shares; 2026Q1: 8,666 shares 8,666 $785K 0.02% -419 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,831 shares; 2024Q4: 22,834 shares; 2025Q1: 22,710 shares; 2025Q2: 22,707 shares; 2025Q3: 20,450 shares; 2025Q4: 16,034 shares; 2026Q1: 16,124 shares 16,124 $781K 0.02% +90 Timeline JAVA 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: 72,894 shares; 2024Q4: 74,015 shares; 2025Q1: 10,978 shares; 2025Q2: 10,371 shares; 2025Q3: 9,974 shares; 2025Q4: 9,743 shares; 2026Q1: 10,875 shares 10,875 $780K 0.02% +1,132 Timeline FXL 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: 5,380 shares; 2024Q4: 5,380 shares; 2025Q1: 5,380 shares; 2025Q2: 5,431 shares; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares; 2026Q1: 4,905 shares 4,905 $779K 0.02% -10 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,990 shares; 2025Q3: 70,556 shares; 2025Q4: 36,723 shares; 2026Q1: 37,955 shares 37,955 $775K 0.02% +1,232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,775 shares; 2025Q4: 18,296 shares; 2026Q1: 30,750 shares 30,750 $771K 0.02% +12,454 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: not reported; 2024Q4: not reported; 2025Q1: 30,374 shares; 2025Q2: 54,328 shares; 2025Q3: 18,960 shares; 2025Q4: 18,843 shares; 2026Q1: 19,373 shares 19,373 $769K 0.02% +530 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,826 shares; 2024Q4: 26,287 shares; 2025Q1: 26,343 shares; 2025Q2: 27,828 shares; 2025Q3: 27,899 shares; 2025Q4: 25,865 shares; 2026Q1: 25,903 shares 25,903 $763K 0.02% +38 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 15,084 shares 15,084 $761K 0.02% +10,084 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 15,730 shares; 2025Q1: 14,139 shares; 2025Q2: 15,085 shares; 2025Q3: 13,884 shares; 2025Q4: 12,980 shares; 2026Q1: 14,113 shares 14,113 $753K 0.02% +1,133 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS 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: 73,968 shares; 2025Q3: 115,659 shares; 2025Q4: 134,649 shares; 2026Q1: 134,649 shares 134,649 $743K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 6,895 shares; 2025Q1: 7,584 shares; 2025Q2: 6,665 shares; 2025Q3: 7,138 shares; 2025Q4: 11,798 shares; 2026Q1: 16,432 shares 16,432 $743K 0.02% +4,634 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,393 shares; 2025Q3: 12,229 shares; 2025Q4: 13,451 shares; 2026Q1: 12,164 shares 12,164 $743K 0.02% -1,287 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,651 shares; 2024Q4: 26,442 shares; 2025Q1: 30,189 shares; 2025Q2: 30,343 shares; 2025Q3: 33,504 shares; 2025Q4: 33,670 shares; 2026Q1: 35,098 shares 35,098 $742K 0.02% +1,428 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: 29,028 shares; 2024Q4: 31,963 shares; 2025Q1: 33,715 shares; 2025Q2: 33,562 shares; 2025Q3: 39,619 shares; 2025Q4: 51,192 shares; 2026Q1: 80,888 shares 80,888 $739K 0.02% +29,696 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,730 shares; 2025Q4: 3,566 shares; 2026Q1: 13,201 shares 13,201 $737K 0.02% +9,635 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: 36,115 shares; 2025Q4: 34,711 shares; 2026Q1: 21,709 shares 21,709 $737K 0.02% -13,002 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,516 shares; 2024Q4: 14,046 shares; 2025Q1: 15,448 shares; 2025Q2: 19,060 shares; 2025Q3: 18,881 shares; 2025Q4: 18,335 shares; 2026Q1: 16,849 shares 16,849 $737K 0.02% -1,486 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,267 shares; 2024Q4: 22,471 shares; 2025Q1: 3,945 shares; 2025Q2: 4,221 shares; 2025Q3: 13,023 shares; 2025Q4: 12,531 shares; 2026Q1: 4,890 shares 4,890 $735K 0.02% -7,641 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,550 shares; 2024Q4: 19,996 shares; 2025Q1: 18,252 shares; 2025Q2: 17,196 shares; 2025Q3: 16,473 shares; 2025Q4: 16,191 shares; 2026Q1: 15,667 shares 15,667 $732K 0.02% -524 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 520 shares; 2026Q1: 665 shares 665 $727K 0.02% +145 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,829 shares; 2025Q4: 1,793 shares; 2026Q1: 2,442 shares 2,442 $724K 0.02% +649 Timeline USFR 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: 11,476 shares; 2024Q4: 10,250 shares; 2025Q1: 9,634 shares; 2025Q2: 20,713 shares; 2025Q3: 20,504 shares; 2025Q4: 10,047 shares; 2026Q1: 14,338 shares 14,338 $722K 0.02% +4,291 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 3,957 shares; 2025Q1: 4,061 shares; 2025Q2: 3,974 shares; 2025Q3: 4,055 shares; 2025Q4: 4,049 shares; 2026Q1: 3,351 shares 3,351 $718K 0.02% -698 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,883 shares; 2024Q4: 9,629 shares; 2025Q1: 9,369 shares; 2025Q2: 8,000 shares; 2025Q3: 13,072 shares; 2025Q4: 17,134 shares; 2026Q1: 16,645 shares 16,645 $718K 0.02% -489 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 9,105 shares; 2025Q1: 9,362 shares; 2025Q2: 9,798 shares; 2025Q3: 6,985 shares; 2025Q4: 6,763 shares; 2026Q1: 7,739 shares 7,739 $716K 0.02% +976 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 16,096 shares; 2025Q1: 15,873 shares; 2025Q2: 22,809 shares; 2025Q3: 27,507 shares; 2025Q4: 26,551 shares; 2026Q1: 31,740 shares 31,740 $714K 0.02% +5,189 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 7,238 shares; 2025Q1: 7,238 shares; 2025Q2: 7,249 shares; 2025Q3: 11,001 shares; 2025Q4: 14,964 shares; 2026Q1: 14,964 shares 14,964 $713K 0.02% 0 Timeline SPIB 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: 40,617 shares; 2024Q4: 32,141 shares; 2025Q1: 17,675 shares; 2025Q2: 17,661 shares; 2025Q3: 17,491 shares; 2025Q4: 18,608 shares; 2026Q1: 21,230 shares 21,230 $712K 0.02% +2,622 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,877 shares; 2025Q1: 11,238 shares; 2025Q2: 15,926 shares; 2025Q3: 11,743 shares; 2025Q4: 11,983 shares; 2026Q1: 12,171 shares 12,171 $712K 0.02% +188 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,205 shares; 2025Q1: 1,286 shares; 2025Q2: 1,357 shares; 2025Q3: 1,273 shares; 2025Q4: 1,265 shares; 2026Q1: 1,176 shares 1,176 $711K 0.02% -89 Timeline BSRR SIERRA BANCORP More: the full row for SIERRA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,951 shares; 2024Q4: 28,951 shares; 2025Q1: 25,951 shares; 2025Q2: 25,951 shares; 2025Q3: 24,951 shares; 2025Q4: 20,951 shares; 2026Q1: 20,951 shares 20,951 $711K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,092 shares; 2025Q1: 3,569 shares; 2025Q2: 3,687 shares; 2025Q3: 4,425 shares; 2025Q4: 3,944 shares; 2026Q1: 4,076 shares 4,076 $707K 0.02% +132 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,631 shares 61,631 $707K 0.02% new 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: 2,219 shares; 2024Q4: 2,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 3,484 shares; 2026Q1: 4,414 shares 4,414 $705K 0.02% +930 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,874 shares; 2024Q4: 12,529 shares; 2025Q1: 17,372 shares; 2025Q2: 16,624 shares; 2025Q3: 16,225 shares; 2025Q4: 15,699 shares; 2026Q1: 15,566 shares 15,566 $701K 0.02% -133 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 7,302 shares; 2025Q1: 7,394 shares; 2025Q2: 7,436 shares; 2025Q3: 7,447 shares; 2025Q4: 7,482 shares; 2026Q1: 7,591 shares 7,591 $701K 0.02% +109 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,206 shares; 2025Q1: 4,263 shares; 2025Q2: 4,100 shares; 2025Q3: 4,141 shares; 2025Q4: 4,725 shares; 2026Q1: 4,059 shares 4,059 $701K 0.02% -666 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 6,534 shares; 2025Q1: 6,525 shares; 2025Q2: 6,523 shares; 2025Q3: 6,523 shares; 2025Q4: 6,508 shares; 2026Q1: 3,585 shares 3,585 $700K 0.02% -2,923 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 3,928 shares; 2025Q1: 3,779 shares; 2025Q2: 3,878 shares; 2025Q3: 3,291 shares; 2025Q4: 3,260 shares; 2026Q1: 1,958 shares 1,958 $697K 0.01% -1,302 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,163 shares; 2025Q1: 2,025 shares; 2025Q2: 2,370 shares; 2025Q3: 2,258 shares; 2025Q4: 2,290 shares; 2026Q1: 2,378 shares 2,378 $696K 0.01% +88 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,733 shares; 2024Q4: 31,040 shares; 2025Q1: 27,570 shares; 2025Q2: 27,912 shares; 2025Q3: 28,001 shares; 2025Q4: 28,408 shares; 2026Q1: 18,929 shares 18,929 $696K 0.01% -9,479 Timeline FPE 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: 37,629 shares; 2024Q4: 37,814 shares; 2025Q1: 36,808 shares; 2025Q2: 35,531 shares; 2025Q3: 36,823 shares; 2025Q4: 35,437 shares; 2026Q1: 39,091 shares 39,091 $694K 0.01% +3,654 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,971 shares; 2024Q4: 43,977 shares; 2025Q1: 47,486 shares; 2025Q2: 47,496 shares; 2025Q3: 47,505 shares; 2025Q4: 48,516 shares; 2026Q1: 48,525 shares 48,525 $693K 0.01% +9 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,766 shares; 2025Q2: 10,959 shares; 2025Q3: 18,532 shares; 2025Q4: 28,433 shares; 2026Q1: 22,689 shares 22,689 $692K 0.01% -5,744 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 1,894 shares; 2025Q1: 2,770 shares; 2025Q2: 1,520 shares; 2025Q3: 1,365 shares; 2025Q4: 1,453 shares; 2026Q1: 1,492 shares 1,492 $691K 0.01% +39 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,971 shares; 2024Q4: 9,357 shares; 2025Q1: 5,853 shares; 2025Q2: 7,215 shares; 2025Q3: 7,156 shares; 2025Q4: 8,252 shares; 2026Q1: 7,864 shares 7,864 $691K 0.01% -388 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 18,151 shares; 2025Q4: 22,697 shares; 2026Q1: 27,290 shares 27,290 $690K 0.01% +4,593 Timeline FTC 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: 4,716 shares; 2024Q4: 4,598 shares; 2025Q1: 4,557 shares; 2025Q2: 4,557 shares; 2025Q3: 4,509 shares; 2025Q4: 8,525 shares; 2026Q1: 4,459 shares 4,459 $687K 0.01% -4,066 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,700 shares; 2024Q4: 32,051 shares; 2025Q1: 32,907 shares; 2025Q2: 32,658 shares; 2025Q3: 31,678 shares; 2025Q4: 28,907 shares; 2026Q1: 29,596 shares 29,596 $686K 0.01% +689 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 6,541 shares; 2025Q1: 7,063 shares; 2025Q2: 9,090 shares; 2025Q3: 9,288 shares; 2025Q4: 9,707 shares; 2026Q1: 7,705 shares 7,705 $683K 0.01% -2,002 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 7,803 shares; 2025Q1: 10,763 shares; 2025Q2: 7,662 shares; 2025Q3: 8,326 shares; 2025Q4: 8,249 shares; 2026Q1: 8,348 shares 8,348 $683K 0.01% +99 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,187 shares; 2024Q4: 25,612 shares; 2025Q1: 23,740 shares; 2025Q2: 21,272 shares; 2025Q3: 21,436 shares; 2025Q4: 15,254 shares; 2026Q1: 15,234 shares 15,234 $682K 0.01% -20 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS 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: not reported; 2025Q4: 36,757 shares; 2026Q1: 36,763 shares 36,763 $682K 0.01% +6 Timeline FIIG 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: 146,046 shares; 2024Q4: 60,047 shares; 2025Q1: 78,646 shares; 2025Q2: 35,285 shares; 2025Q3: 181,282 shares; 2025Q4: 56,133 shares; 2026Q1: 32,778 shares 32,778 $680K 0.01% -23,355 Timeline AJAN 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: 11,676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,424 shares; 2025Q4: 45,424 shares; 2026Q1: 24,603 shares 24,603 $680K 0.01% -20,821 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,463 shares; 2024Q4: 28,176 shares; 2025Q1: 26,336 shares; 2025Q2: 28,674 shares; 2025Q3: 28,381 shares; 2025Q4: 28,851 shares; 2026Q1: 28,553 shares 28,553 $679K 0.01% -298 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT 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: 26,535 shares; 2025Q3: 25,485 shares; 2025Q4: 25,485 shares; 2026Q1: 25,758 shares 25,758 $678K 0.01% +273 Timeline TJAN 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: 25,017 shares; 2025Q2: 25,017 shares; 2025Q3: 25,017 shares; 2025Q4: 25,017 shares; 2026Q1: 25,017 shares 25,017 $678K 0.01% 0 Timeline GBIL 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: 2,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,751 shares 6,751 $676K 0.01% new Timeline UJAN 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: 21,161 shares; 2025Q2: 21,161 shares; 2025Q3: 21,161 shares; 2025Q4: 21,161 shares; 2026Q1: 15,848 shares 15,848 $674K 0.01% -5,313 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,912 shares; 2025Q4: 5,253 shares; 2026Q1: 6,040 shares 6,040 $673K 0.01% +787 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,195 shares; 2024Q4: 84,713 shares; 2025Q1: 85,678 shares; 2025Q2: 91,896 shares; 2025Q3: 88,977 shares; 2025Q4: 90,728 shares; 2026Q1: 90,143 shares 90,143 $672K 0.01% -585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,346 shares; 2025Q4: 12,779 shares; 2026Q1: 15,930 shares 15,930 $672K 0.01% +3,151 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,081 shares; 2025Q1: 1,662 shares; 2025Q2: 1,858 shares; 2025Q3: 2,541 shares; 2025Q4: 2,856 shares; 2026Q1: 3,220 shares 3,220 $670K 0.01% +364 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 659 shares; 2025Q1: 757 shares; 2025Q2: 761 shares; 2025Q3: 829 shares; 2025Q4: 895 shares; 2026Q1: 748 shares 748 $670K 0.01% -147 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 3,333 shares; 2025Q1: 6,355 shares; 2025Q2: 6,591 shares; 2025Q3: 6,043 shares; 2025Q4: 7,236 shares; 2026Q1: 5,759 shares 5,759 $669K 0.01% -1,477 Timeline AVUS 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: 8,301 shares; 2024Q4: 6,576 shares; 2025Q1: 6,436 shares; 2025Q2: 6,151 shares; 2025Q3: 5,982 shares; 2025Q4: 5,917 shares; 2026Q1: 5,991 shares 5,991 $666K 0.01% +74 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 5,583 shares; 2025Q1: 7,179 shares; 2025Q2: 7,701 shares; 2025Q3: 6,497 shares; 2025Q4: 6,135 shares; 2026Q1: 5,830 shares 5,830 $664K 0.01% -305 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,062 shares; 2025Q1: 4,550 shares; 2025Q2: 4,418 shares; 2025Q3: 4,139 shares; 2025Q4: 4,113 shares; 2026Q1: 3,207 shares 3,207 $663K 0.01% -906 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,155 shares; 2025Q1: 2,367 shares; 2025Q2: 2,197 shares; 2025Q3: 2,279 shares; 2025Q4: 2,259 shares; 2026Q1: 1,845 shares 1,845 $662K 0.01% -414 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,171 shares; 2025Q1: 3,485 shares; 2025Q2: 3,226 shares; 2025Q3: 2,731 shares; 2025Q4: 2,155 shares; 2026Q1: 2,442 shares 2,442 $662K 0.01% +287 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,967 shares; 2025Q1: 8,323 shares; 2025Q2: 8,299 shares; 2025Q3: 8,374 shares; 2025Q4: 8,375 shares; 2026Q1: 8,392 shares 8,392 $661K 0.01% +17 Timeline DTAN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,775 shares 21,775 $658K 0.01% new Timeline IYY 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: 7,393 shares; 2024Q4: 7,078 shares; 2025Q1: 6,938 shares; 2025Q2: 5,828 shares; 2025Q3: 4,863 shares; 2025Q4: 4,474 shares; 2026Q1: 4,150 shares 4,150 $658K 0.01% -324 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 31,912 shares; 2025Q1: 32,337 shares; 2025Q2: 46,539 shares; 2025Q3: 36,170 shares; 2025Q4: 36,421 shares; 2026Q1: 36,725 shares 36,725 $655K 0.01% +304 Timeline DIVO 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: 10,156 shares; 2025Q2: 12,071 shares; 2025Q3: 12,739 shares; 2025Q4: 12,888 shares; 2026Q1: 14,551 shares 14,551 $653K 0.01% +1,663 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: 57,531 shares; 2026Q1: 65,634 shares 65,634 $650K 0.01% +8,103 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,880 shares; 2025Q1: 6,176 shares; 2025Q2: 7,136 shares; 2025Q3: 7,136 shares; 2025Q4: 7,243 shares; 2026Q1: 7,729 shares 7,729 $646K 0.01% +486 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,234 shares; 2025Q1: 1,124 shares; 2025Q2: 1,130 shares; 2025Q3: 1,268 shares; 2025Q4: 1,164 shares; 2026Q1: 1,797 shares 1,797 $645K 0.01% +633 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 10,834 shares; 2025Q1: 9,148 shares; 2025Q2: 8,681 shares; 2025Q3: 8,457 shares; 2025Q4: 8,553 shares; 2026Q1: 8,825 shares 8,825 $644K 0.01% +272 Timeline JMBS 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: 14,171 shares; 2025Q2: 14,171 shares; 2025Q3: 14,171 shares; 2025Q4: 14,171 shares; 2026Q1: 14,171 shares 14,171 $640K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 7,429 shares; 2025Q1: 8,590 shares; 2025Q2: 10,515 shares; 2025Q3: 9,087 shares; 2025Q4: 9,277 shares; 2026Q1: 8,955 shares 8,955 $639K 0.01% -322 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: 14,218 shares; 2024Q4: 14,244 shares; 2025Q1: 14,279 shares; 2025Q2: 14,405 shares; 2025Q3: 16,929 shares; 2025Q4: 16,958 shares; 2026Q1: 16,991 shares 16,991 $636K 0.01% +33 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,913 shares; 2025Q2: 10,913 shares; 2025Q3: 10,898 shares; 2025Q4: 10,198 shares; 2026Q1: 15,174 shares 15,174 $633K 0.01% +4,976 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,801 shares; 2025Q1: 3,261 shares; 2025Q2: 3,432 shares; 2025Q3: 3,459 shares; 2025Q4: 3,562 shares; 2026Q1: 3,502 shares 3,502 $631K 0.01% -60 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 3,166 shares; 2025Q1: 2,681 shares; 2025Q2: 1,466 shares; 2025Q3: 2,481 shares; 2025Q4: 2,808 shares; 2026Q1: 2,879 shares 2,879 $630K 0.01% +71 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: 33,309 shares; 2024Q4: 34,871 shares; 2025Q1: 35,289 shares; 2025Q2: 36,627 shares; 2025Q3: 35,977 shares; 2025Q4: 36,608 shares; 2026Q1: 36,553 shares 36,553 $629K 0.01% -55 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: 3,846 shares; 2024Q4: 3,829 shares; 2025Q1: 3,571 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares; 2026Q1: 3,507 shares 3,507 $625K 0.01% -54 Timeline SCHA 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: 27,681 shares; 2024Q4: 25,402 shares; 2025Q1: 24,543 shares; 2025Q2: 24,375 shares; 2025Q3: 23,311 shares; 2025Q4: 22,901 shares; 2026Q1: 21,474 shares 21,474 $624K 0.01% -1,427 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: 3,561 shares; 2024Q4: 3,068 shares; 2025Q1: 2,889 shares; 2025Q2: 2,419 shares; 2025Q3: 2,396 shares; 2025Q4: 2,183 shares; 2026Q1: 2,040 shares 2,040 $620K 0.01% -143 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,491 shares; 2024Q4: 22,503 shares; 2025Q1: 22,503 shares; 2025Q2: 21,741 shares; 2025Q3: 21,872 shares; 2025Q4: 22,641 shares; 2026Q1: 22,861 shares 22,861 $620K 0.01% +220 Timeline BILZ 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: not reported; 2026Q1: 6,117 shares 6,117 $618K 0.01% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 9,923 shares; 2025Q1: 9,923 shares; 2025Q2: 9,156 shares; 2025Q3: 11,996 shares; 2025Q4: 11,921 shares; 2026Q1: 11,921 shares 11,921 $617K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,830 shares; 2025Q1: 3,083 shares; 2025Q2: 2,302 shares; 2025Q3: 2,029 shares; 2025Q4: 2,128 shares; 2026Q1: 2,950 shares 2,950 $613K 0.01% +822 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 9,121 shares; 2025Q1: 9,205 shares; 2025Q2: 9,236 shares; 2025Q3: 9,112 shares; 2025Q4: 10,038 shares; 2026Q1: 8,668 shares 8,668 $613K 0.01% -1,370 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 3,757 shares; 2025Q1: 839 shares; 2025Q2: 843 shares; 2025Q3: 1,013 shares; 2025Q4: 993 shares; 2026Q1: 994 shares 994 $613K 0.01% +1 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,394 shares; 2025Q1: 1,545 shares; 2025Q2: 2,191 shares; 2025Q3: 2,380 shares; 2025Q4: 2,399 shares; 2026Q1: 2,444 shares 2,444 $612K 0.01% +45 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,905 shares; 2024Q4: 22,068 shares; 2025Q1: 22,275 shares; 2025Q2: 22,458 shares; 2025Q3: 22,710 shares; 2025Q4: 22,710 shares; 2026Q1: 22,917 shares 22,917 $612K 0.01% +207 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: 10,367 shares; 2024Q4: 10,283 shares; 2025Q1: 11,159 shares; 2025Q2: 10,915 shares; 2025Q3: 11,701 shares; 2025Q4: 11,766 shares; 2026Q1: 11,318 shares 11,318 $610K 0.01% -448 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 4,544 shares; 2025Q1: 6,809 shares; 2025Q2: 6,126 shares; 2025Q3: 4,734 shares; 2025Q4: 3,757 shares; 2026Q1: 4,047 shares 4,047 $607K 0.01% +290 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,309 shares; 2024Q4: 18,316 shares; 2025Q1: 19,609 shares; 2025Q2: 21,654 shares; 2025Q3: 20,492 shares; 2025Q4: 18,230 shares; 2026Q1: 18,266 shares 18,266 $606K 0.01% +36 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: 12,114 shares; 2024Q4: 10,450 shares; 2025Q1: 8,962 shares; 2025Q2: 16,190 shares; 2025Q3: 16,190 shares; 2025Q4: 16,190 shares; 2026Q1: 14,732 shares 14,732 $605K 0.01% -1,458 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 1,630 shares; 2025Q1: 1,612 shares; 2025Q2: 1,567 shares; 2025Q3: 1,254 shares; 2025Q4: 2,457 shares; 2026Q1: 2,142 shares 2,142 $605K 0.01% -315 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,300 shares; 2025Q1: 3,073 shares; 2025Q2: 3,052 shares; 2025Q3: 3,486 shares; 2025Q4: 3,516 shares; 2026Q1: 3,076 shares 3,076 $603K 0.01% -440 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 5,208 shares; 2025Q1: 5,506 shares; 2025Q2: 12,163 shares; 2025Q3: 27,351 shares; 2025Q4: 30,224 shares; 2026Q1: 10,704 shares 10,704 $603K 0.01% -19,520 Timeline BDEC 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: 7,192 shares; 2024Q4: 7,192 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 11,116 shares; 2025Q4: 12,130 shares; 2026Q1: 12,536 shares 12,536 $602K 0.01% +406 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 11,461 shares; 2025Q1: 10,925 shares; 2025Q2: 10,479 shares; 2025Q3: 11,330 shares; 2025Q4: 11,104 shares; 2026Q1: 10,428 shares 10,428 $601K 0.01% -676 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,647 shares; 2025Q1: 6,647 shares; 2025Q2: 6,647 shares; 2025Q3: 15,431 shares; 2025Q4: 15,559 shares; 2026Q1: 15,559 shares 15,559 $601K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 11,785 shares; 2025Q1: 11,370 shares; 2025Q2: 12,611 shares; 2025Q3: 11,879 shares; 2025Q4: 12,139 shares; 2026Q1: 13,194 shares 13,194 $598K 0.01% +1,055 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 15,009 shares; 2025Q1: 20,786 shares; 2025Q2: 5,876 shares; 2025Q3: 10,510 shares; 2025Q4: 15,720 shares; 2026Q1: 13,980 shares 13,980 $594K 0.01% -1,740 Timeline JULM 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: 20,514 shares; 2024Q4: 19,514 shares; 2025Q1: 19,079 shares; 2025Q2: 19,079 shares; 2025Q3: 19,079 shares; 2025Q4: 18,104 shares; 2026Q1: 17,704 shares 17,704 $594K 0.01% -400 Timeline SCHM 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: 31,241 shares; 2024Q4: 31,578 shares; 2025Q1: 31,463 shares; 2025Q2: 31,137 shares; 2025Q3: 31,639 shares; 2025Q4: 31,138 shares; 2026Q1: 19,164 shares 19,164 $593K 0.01% -11,974 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,348 shares; 2025Q1: 3,271 shares; 2025Q2: 7,384 shares; 2025Q3: 7,398 shares; 2025Q4: 7,612 shares; 2026Q1: 7,939 shares 7,939 $593K 0.01% +327 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,196 shares; 2025Q3: 10,815 shares; 2025Q4: 11,114 shares; 2026Q1: 12,183 shares 12,183 $590K 0.01% +1,069 Timeline XYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,400 shares; 2025Q2: 19,440 shares; 2025Q3: 20,590 shares; 2025Q4: 20,490 shares; 2026Q1: 22,415 shares 22,415 $589K 0.01% +1,925 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,096 shares; 2025Q2: 15,850 shares; 2025Q3: 16,880 shares; 2025Q4: 16,882 shares; 2026Q1: 17,391 shares 17,391 $588K 0.01% +509 Timeline OKLO OKLO INC More: the full row for OKLO 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: 3,924 shares; 2025Q3: 8,596 shares; 2025Q4: 8,004 shares; 2026Q1: 11,844 shares 11,844 $587K 0.01% +3,840 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 10,052 shares; 2025Q1: 10,083 shares; 2025Q2: 10,229 shares; 2025Q3: 7,547 shares; 2025Q4: 11,701 shares; 2026Q1: 9,527 shares 9,527 $587K 0.01% -2,174 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,852 shares; 2025Q3: 1,571 shares; 2025Q4: 3,688 shares; 2026Q1: 3,563 shares 3,563 $585K 0.01% -125 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 1,219 shares; 2025Q4: 960 shares; 2026Q1: 1,117 shares 1,117 $584K 0.01% +157 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: not reported; 2025Q1: 3,752 shares; 2025Q2: 3,777 shares; 2025Q3: 3,775 shares; 2025Q4: 4,442 shares; 2026Q1: 8,508 shares 8,508 $583K 0.01% +4,066 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,740 shares; 2025Q1: 9,440 shares; 2025Q2: 10,291 shares; 2025Q3: 10,291 shares; 2025Q4: 10,291 shares; 2026Q1: 10,291 shares 10,291 $581K 0.01% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,299 shares; 2024Q4: 8,299 shares; 2025Q1: 8,299 shares; 2025Q2: 8,299 shares; 2025Q3: 11,555 shares; 2025Q4: 11,555 shares; 2026Q1: 11,544 shares 11,544 $581K 0.01% -11 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 2,984 shares; 2025Q1: 6,390 shares; 2025Q2: 6,589 shares; 2025Q3: 8,008 shares; 2025Q4: 8,098 shares; 2026Q1: 8,144 shares 8,144 $580K 0.01% +46 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,217 shares; 2026Q1: 6,371 shares 6,371 $580K 0.01% -2,846 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,827 shares; 2024Q4: 8,889 shares; 2025Q1: 8,903 shares; 2025Q2: 3,874 shares; 2025Q3: 3,968 shares; 2025Q4: 4,136 shares; 2026Q1: 3,775 shares 3,775 $577K 0.01% -361 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,370 shares; 2025Q4: 8,634 shares; 2026Q1: 12,662 shares 12,662 $576K 0.01% +4,028 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 16,213 shares; 2025Q1: 15,763 shares; 2025Q2: 15,763 shares; 2025Q3: 15,363 shares; 2025Q4: 18,270 shares; 2026Q1: 18,270 shares 18,270 $575K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,054 shares; 2025Q1: 1,101 shares; 2025Q2: 1,876 shares; 2025Q3: 1,991 shares; 2025Q4: 2,049 shares; 2026Q1: 1,970 shares 1,970 $575K 0.01% -79 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,354 shares; 2025Q3: 10,741 shares; 2025Q4: 10,900 shares; 2026Q1: 3,925 shares 3,925 $574K 0.01% -6,975 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,081 shares; 2026Q1: 4,967 shares 4,967 $573K 0.01% -114 Timeline XONE 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: 11,543 shares 11,543 $572K 0.01% new Timeline SCZ 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: 21,460 shares; 2024Q4: 20,495 shares; 2025Q1: 11,935 shares; 2025Q2: 7,830 shares; 2025Q3: 7,695 shares; 2025Q4: 7,698 shares; 2026Q1: 7,286 shares 7,286 $571K 0.01% -412 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,712 shares; 2025Q1: 5,212 shares; 2025Q2: 4,588 shares; 2025Q3: 4,606 shares; 2025Q4: 5,393 shares; 2026Q1: 7,725 shares 7,725 $570K 0.01% +2,332 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 12,555 shares; 2025Q1: 12,355 shares; 2025Q2: 12,163 shares; 2025Q3: 12,163 shares; 2025Q4: 12,163 shares; 2026Q1: 12,163 shares 12,163 $568K 0.01% 0 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL 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: 79,189 shares 79,189 $565K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,158 shares; 2025Q1: 1,127 shares; 2025Q2: 1,137 shares; 2025Q3: 1,080 shares; 2025Q4: 1,102 shares; 2026Q1: 1,136 shares 1,136 $563K 0.01% +34 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 6,162 shares; 2025Q1: 5,984 shares; 2025Q2: 6,043 shares; 2025Q3: 6,102 shares; 2025Q4: 6,010 shares; 2026Q1: 5,871 shares 5,871 $563K 0.01% -139 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 4,297 shares; 2025Q1: 4,694 shares; 2025Q2: 4,348 shares; 2025Q3: 5,214 shares; 2025Q4: 5,396 shares; 2026Q1: 5,998 shares 5,998 $562K 0.01% +602 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,756 shares; 2025Q4: 2,619 shares; 2026Q1: 3,843 shares 3,843 $560K 0.01% +1,224 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,135 shares; 2024Q4: 17,265 shares; 2025Q1: 17,345 shares; 2025Q2: 14,995 shares; 2025Q3: 19,745 shares; 2025Q4: 19,815 shares; 2026Q1: 19,958 shares 19,958 $559K 0.01% +143 Timeline SCC PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,716 shares 32,716 $559K 0.01% new Timeline MINO 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: 4,561 shares; 2025Q4: 8,516 shares; 2026Q1: 12,365 shares 12,365 $559K 0.01% +3,849 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,601 shares; 2025Q3: 14,898 shares; 2025Q4: 15,421 shares; 2026Q1: 18,255 shares 18,255 $557K 0.01% +2,834 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,596 shares; 2024Q4: 34,517 shares; 2025Q1: 32,219 shares; 2025Q2: 30,733 shares; 2025Q3: 23,734 shares; 2025Q4: 23,769 shares; 2026Q1: 21,575 shares 21,575 $556K 0.01% -2,194 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,784 shares; 2025Q1: 2,423 shares; 2025Q2: 2,754 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares; 2026Q1: 2,982 shares 2,982 $556K 0.01% +38 Timeline DUKZ 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: 8,680 shares; 2025Q4: 15,917 shares; 2026Q1: 22,261 shares 22,261 $555K 0.01% +6,344 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,514 shares; 2025Q4: 29,161 shares; 2026Q1: 51,577 shares 51,577 $554K 0.01% +22,416 Timeline BBUS 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: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares 4,713 $552K 0.01% 0 Timeline HEGD 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: not reported; 2025Q4: not reported; 2026Q1: 22,309 shares 22,309 $551K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,779 shares; 2024Q4: 25,192 shares; 2025Q1: 21,797 shares; 2025Q2: 19,572 shares; 2025Q3: 17,291 shares; 2025Q4: 21,952 shares; 2026Q1: 19,932 shares 19,932 $547K 0.01% -2,020 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: not reported; 2024Q4: not reported; 2025Q1: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares; 2025Q4: 9,334 shares; 2026Q1: 13,314 shares 13,314 $547K 0.01% +3,980 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,128 shares; 2025Q1: 9,535 shares; 2025Q2: 9,289 shares; 2025Q3: 10,634 shares; 2025Q4: 11,456 shares; 2026Q1: 11,313 shares 11,313 $547K 0.01% -143 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,486 shares 10,486 $545K 0.01% new Timeline LDSF 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: 40,227 shares; 2024Q4: 178,173 shares; 2025Q1: 214,095 shares; 2025Q2: 61,403 shares; 2025Q3: 30,788 shares; 2025Q4: 30,788 shares; 2026Q1: 28,788 shares 28,788 $545K 0.01% -2,000 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 12,205 shares; 2025Q2: 17,062 shares; 2025Q3: 24,294 shares; 2025Q4: 24,297 shares; 2026Q1: 24,305 shares 24,305 $543K 0.01% +8 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares; 2026Q1: 6,496 shares 6,496 $542K 0.01% 0 Timeline PMBS 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: 10,810 shares; 2025Q2: 10,822 shares; 2025Q3: 10,836 shares; 2025Q4: 10,895 shares; 2026Q1: 10,907 shares 10,907 $541K 0.01% +12 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,092 shares; 2025Q1: 3,892 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 3,892 shares; 2026Q1: 3,904 shares 3,904 $540K 0.01% +12 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,225 shares; 2025Q1: 1,263 shares; 2025Q2: 1,213 shares; 2025Q3: 1,496 shares; 2025Q4: 1,297 shares; 2026Q1: 1,526 shares 1,526 $540K 0.01% +229 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,780 shares; 2025Q4: 6,276 shares; 2026Q1: 6,758 shares 6,758 $540K 0.01% +482 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 876 shares; 2025Q1: 2,595 shares; 2025Q2: 2,741 shares; 2025Q3: 2,572 shares; 2025Q4: 2,481 shares; 2026Q1: 2,404 shares 2,404 $540K 0.01% -77 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,550 shares; 2025Q1: 19,350 shares; 2025Q2: 18,635 shares; 2025Q3: 9,646 shares; 2025Q4: 9,646 shares; 2026Q1: 9,646 shares 9,646 $539K 0.01% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,277 shares; 2025Q4: 12,137 shares; 2026Q1: 12,065 shares 12,065 $538K 0.01% -72 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,984 shares 19,984 $538K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: not reported; 2026Q1: 2,645 shares 2,645 $537K 0.01% new Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $537K 0.01% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,571 shares; 2025Q3: 12,571 shares; 2025Q4: 13,599 shares; 2026Q1: 13,599 shares 13,599 $536K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 1,985 shares; 2025Q1: 2,149 shares; 2025Q2: 2,324 shares; 2025Q3: 2,304 shares; 2025Q4: 2,320 shares; 2026Q1: 2,048 shares 2,048 $533K 0.01% -272 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 836 shares 836 $531K 0.01% new Timeline ZJUL 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: 26,426 shares; 2025Q4: 26,806 shares; 2026Q1: 18,243 shares 18,243 $530K 0.01% -8,563 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,361 shares; 2025Q4: 8,498 shares; 2026Q1: 10,587 shares 10,587 $530K 0.01% +2,089 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,155 shares; 2025Q3: 11,321 shares; 2025Q4: 11,321 shares; 2026Q1: 12,547 shares 12,547 $529K 0.01% +1,226 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,343 shares; 2024Q4: 13,953 shares; 2025Q1: 12,451 shares; 2025Q2: 12,449 shares; 2025Q3: 12,449 shares; 2025Q4: 11,234 shares; 2026Q1: 11,234 shares 11,234 $528K 0.01% 0 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,852 shares; 2025Q4: 13,852 shares; 2026Q1: 13,852 shares 13,852 $528K 0.01% 0 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: 23,722 shares; 2024Q4: 23,816 shares; 2025Q1: 23,979 shares; 2025Q2: 24,362 shares; 2025Q3: 24,416 shares; 2025Q4: 24,834 shares; 2026Q1: 21,283 shares 21,283 $527K 0.01% -3,551 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,032 shares; 2025Q1: 5,009 shares; 2025Q2: 4,156 shares; 2025Q3: 3,912 shares; 2025Q4: 3,787 shares; 2026Q1: 3,981 shares 3,981 $526K 0.01% +194 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 11,795 shares; 2025Q1: 12,707 shares; 2025Q2: 12,642 shares; 2025Q3: 11,411 shares; 2025Q4: 10,910 shares; 2026Q1: 7,596 shares 7,596 $525K 0.01% -3,314 Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,492 shares; 2025Q2: 62,535 shares; 2025Q3: 62,593 shares; 2025Q4: 66,016 shares; 2026Q1: 32,119 shares 32,119 $525K 0.01% -33,897 Timeline FDEC 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: 8,563 shares; 2024Q4: 10,075 shares; 2025Q1: 7,815 shares; 2025Q2: 7,154 shares; 2025Q3: 7,184 shares; 2025Q4: 10,351 shares; 2026Q1: 10,545 shares 10,545 $524K 0.01% +194 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,802 shares; 2025Q1: 5,706 shares; 2025Q2: 6,835 shares; 2025Q3: 15,669 shares; 2025Q4: 6,757 shares; 2026Q1: 9,330 shares 9,330 $521K 0.01% +2,573 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,412 shares; 2025Q1: 2,825 shares; 2025Q2: 2,923 shares; 2025Q3: 2,861 shares; 2025Q4: 2,870 shares; 2026Q1: 2,727 shares 2,727 $520K 0.01% -143 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 955 shares; 2025Q1: 1,105 shares; 2025Q2: 1,149 shares; 2025Q3: 1,139 shares; 2025Q4: 1,116 shares; 2026Q1: 954 shares 954 $519K 0.01% -162 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 5,714 shares; 2025Q1: 6,212 shares; 2025Q2: 6,212 shares; 2025Q3: 6,212 shares; 2025Q4: 6,212 shares; 2026Q1: 10,696 shares 10,696 $519K 0.01% +4,484 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 2,957 shares; 2025Q1: 3,381 shares; 2025Q2: 3,416 shares; 2025Q3: 3,553 shares; 2025Q4: 3,148 shares; 2026Q1: 3,287 shares 3,287 $517K 0.01% +139 Timeline IGEB 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: 4,391 shares; 2026Q1: 11,477 shares 11,477 $517K 0.01% +7,086 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 2,477 shares; 2025Q1: 2,477 shares; 2025Q2: 1,571 shares; 2025Q3: 1,674 shares; 2025Q4: 1,784 shares; 2026Q1: 2,078 shares 2,078 $513K 0.01% +294 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,188 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 16,531 shares; 2025Q3: 16,410 shares; 2025Q4: 16,410 shares; 2026Q1: 16,410 shares 16,410 $513K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,829 shares; 2025Q1: 4,531 shares; 2025Q2: 4,533 shares; 2025Q3: 6,878 shares; 2025Q4: 6,883 shares; 2026Q1: 6,013 shares 6,013 $511K 0.01% -870 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,276 shares; 2025Q1: 27,505 shares; 2025Q2: 28,409 shares; 2025Q3: 23,911 shares; 2025Q4: 17,071 shares; 2026Q1: 15,276 shares 15,276 $509K 0.01% -1,795 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,246 shares; 2025Q1: 4,422 shares; 2025Q2: 4,452 shares; 2025Q3: 4,528 shares; 2025Q4: 4,538 shares; 2026Q1: 5,328 shares 5,328 $509K 0.01% +790 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,393 shares; 2025Q3: 12,393 shares; 2025Q4: 12,393 shares; 2026Q1: 12,393 shares 12,393 $505K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,332 shares; 2025Q1: 5,173 shares; 2025Q2: 5,821 shares; 2025Q3: 4,072 shares; 2025Q4: 4,057 shares; 2026Q1: 3,411 shares 3,411 $503K 0.01% -646 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 5,257 shares; 2025Q1: 7,196 shares; 2025Q2: 5,804 shares; 2025Q3: 4,517 shares; 2025Q4: 4,495 shares; 2026Q1: 4,249 shares 4,249 $503K 0.01% -246 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 12,369 shares; 2025Q1: 16,176 shares; 2025Q2: 4,961 shares; 2025Q3: 5,074 shares; 2025Q4: 5,079 shares; 2026Q1: 4,985 shares 4,985 $499K 0.01% -94 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares; 2026Q1: 2,775 shares 2,775 $498K 0.01% +1,095 Timeline USRT 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: 10,462 shares; 2024Q4: 10,191 shares; 2025Q1: 10,044 shares; 2025Q2: 9,999 shares; 2025Q3: 9,560 shares; 2025Q4: 8,805 shares; 2026Q1: 8,384 shares 8,384 $496K 0.01% -421 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 853 shares; 2025Q1: 775 shares; 2025Q2: 1,380 shares; 2025Q3: 1,484 shares; 2025Q4: 1,440 shares; 2026Q1: 1,130 shares 1,130 $493K 0.01% -310 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,300 shares; 2025Q1: 9,089 shares; 2025Q2: 7,730 shares; 2025Q3: 6,309 shares; 2025Q4: 9,317 shares; 2026Q1: 2,906 shares 2,906 $491K 0.01% -6,411 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,791 shares; 2024Q4: 7,520 shares; 2025Q1: 7,520 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares; 2025Q4: 8,942 shares; 2026Q1: 8,942 shares 8,942 $489K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,716 shares; 2024Q4: 3,938 shares; 2025Q1: 2,979 shares; 2025Q2: 3,959 shares; 2025Q3: 3,777 shares; 2025Q4: 3,422 shares; 2026Q1: 3,083 shares 3,083 $485K 0.01% -339 Timeline CANQ 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: 299,312 shares; 2025Q4: 310,729 shares; 2026Q1: 17,376 shares 17,376 $484K 0.01% -293,353 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 9,934 shares; 2025Q1: 16,608 shares; 2025Q2: 7,663 shares; 2025Q3: 8,688 shares; 2025Q4: 8,243 shares; 2026Q1: 6,811 shares 6,811 $484K 0.01% -1,432 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 21,209 shares; 2025Q1: 24,730 shares; 2025Q2: 18,606 shares; 2025Q3: 24,679 shares; 2025Q4: 16,160 shares; 2026Q1: 18,657 shares 18,657 $483K 0.01% +2,497 Timeline FTCB 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: 11,117 shares; 2026Q1: 23,024 shares 23,024 $483K 0.01% +11,907 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 2,060 shares; 2025Q1: 1,395 shares; 2025Q2: 1,653 shares; 2025Q3: 1,681 shares; 2025Q4: 1,751 shares; 2026Q1: 1,513 shares 1,513 $481K 0.01% -238 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 4,529 shares; 2025Q3: 4,227 shares; 2025Q4: 5,288 shares; 2026Q1: 3,571 shares 3,571 $481K 0.01% -1,717 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,796 shares; 2025Q2: 21,804 shares; 2025Q3: 19,211 shares; 2025Q4: 19,412 shares; 2026Q1: 19,302 shares 19,302 $481K 0.01% -110 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 527 shares; 2025Q1: 1,151 shares; 2025Q2: 1,195 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,153 shares 1,153 $480K 0.01% +41 Timeline GMOM 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: 16,260 shares; 2024Q4: 15,743 shares; 2025Q1: 15,661 shares; 2025Q2: 15,070 shares; 2025Q3: 14,126 shares; 2025Q4: 14,130 shares; 2026Q1: 13,422 shares 13,422 $480K 0.01% -708 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: 21,422 shares; 2024Q4: 21,832 shares; 2025Q1: 21,876 shares; 2025Q2: 20,843 shares; 2025Q3: 20,888 shares; 2025Q4: 20,833 shares; 2026Q1: 18,948 shares 18,948 $480K 0.01% -1,885 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 13,339 shares; 2025Q1: 10,329 shares; 2025Q2: 9,019 shares; 2025Q3: 8,773 shares; 2025Q4: 11,169 shares; 2026Q1: 9,033 shares 9,033 $478K 0.01% -2,136 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 3,866 shares; 2025Q1: 4,576 shares; 2025Q2: 4,958 shares; 2025Q3: 5,112 shares; 2025Q4: 4,301 shares; 2026Q1: 5,178 shares 5,178 $477K 0.01% +877 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 2,750 shares; 2025Q2: 2,575 shares; 2025Q3: 2,650 shares; 2025Q4: 2,646 shares; 2026Q1: 2,634 shares 2,634 $474K 0.01% -12 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,837 shares; 2025Q2: 5,243 shares; 2025Q3: 5,067 shares; 2025Q4: 5,037 shares; 2026Q1: 4,996 shares 4,996 $473K 0.01% -41 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,992 shares; 2024Q4: 20,167 shares; 2025Q1: 20,021 shares; 2025Q2: 19,973 shares; 2025Q3: 20,644 shares; 2025Q4: 20,784 shares; 2026Q1: 13,240 shares 13,240 $473K 0.01% -7,544 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,603 shares 3,603 $472K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,736 shares; 2025Q1: 1,644 shares; 2025Q2: 2,140 shares; 2025Q3: 3,145 shares; 2025Q4: 4,011 shares; 2026Q1: 2,013 shares 2,013 $471K 0.01% -1,998 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,940 shares; 2025Q1: 2,415 shares; 2025Q2: 2,723 shares; 2025Q3: 2,567 shares; 2025Q4: 2,538 shares; 2026Q1: 2,897 shares 2,897 $471K 0.01% +359 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 7,853 shares; 2025Q1: 8,258 shares; 2025Q2: 8,245 shares; 2025Q3: 9,007 shares; 2025Q4: 10,022 shares; 2026Q1: 9,585 shares 9,585 $469K 0.01% -437 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,790 shares; 2025Q1: 1,960 shares; 2025Q2: 1,991 shares; 2025Q3: 2,158 shares; 2025Q4: 2,227 shares; 2026Q1: 2,159 shares 2,159 $468K 0.01% -68 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,478 shares; 2026Q1: 5,533 shares 5,533 $467K 0.01% -2,945 Timeline GSLC 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: 27,127 shares; 2024Q4: 26,007 shares; 2025Q1: 3,800 shares; 2025Q2: 3,743 shares; 2025Q3: 3,411 shares; 2025Q4: 3,403 shares; 2026Q1: 3,714 shares 3,714 $465K 0.01% +311 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 568 shares; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: 2,916 shares; 2025Q4: 2,843 shares; 2026Q1: 1,093 shares 1,093 $464K 0.01% -1,750 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 6,403 shares; 2025Q1: 5,881 shares; 2025Q2: 1,909 shares; 2025Q3: 1,778 shares; 2025Q4: 1,812 shares; 2026Q1: 1,702 shares 1,702 $463K 0.01% -110 Timeline MLRG 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: 2,940 shares; 2024Q4: 2,940 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares 5,148 $463K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,490 shares; 2025Q1: 1,659 shares; 2025Q2: 1,622 shares; 2025Q3: 1,385 shares; 2025Q4: 1,181 shares; 2026Q1: 1,086 shares 1,086 $462K 0.01% -95 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,996 shares; 2025Q1: 6,447 shares; 2025Q2: 6,650 shares; 2025Q3: 5,845 shares; 2025Q4: 5,754 shares; 2026Q1: 5,762 shares 5,762 $462K 0.01% +8 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 10,381 shares; 2025Q1: 10,314 shares; 2025Q2: 10,490 shares; 2025Q3: 10,532 shares; 2025Q4: 10,250 shares; 2026Q1: 9,995 shares 9,995 $458K 0.01% -255 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,574 shares; 2025Q4: 7,613 shares; 2026Q1: 7,779 shares 7,779 $457K 0.01% +166 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,488 shares; 2026Q1: 10,828 shares 10,828 $457K 0.01% +1,340 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 9,957 shares; 2025Q1: 10,069 shares; 2025Q2: 5,004 shares; 2025Q3: 6,598 shares; 2025Q4: 6,536 shares; 2026Q1: 6,224 shares 6,224 $455K 0.01% -312 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,061 shares; 2025Q1: 1,228 shares; 2025Q2: 985 shares; 2025Q3: 884 shares; 2025Q4: 869 shares; 2026Q1: 667 shares 667 $454K 0.01% -202 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 18,752 shares; 2025Q1: 27,850 shares; 2025Q2: 39,150 shares; 2025Q3: 39,342 shares; 2025Q4: 39,527 shares; 2026Q1: 48,258 shares 48,258 $453K 0.01% +8,731 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 2,116 shares; 2025Q3: 2,384 shares; 2025Q4: 2,690 shares; 2026Q1: 2,477 shares 2,477 $452K 0.01% -213 Timeline CVIE 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: not reported; 2025Q4: 3,788 shares; 2026Q1: 6,209 shares 6,209 $451K 0.01% +2,421 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,954 shares; 2024Q4: 20,045 shares; 2025Q1: 19,324 shares; 2025Q2: 18,113 shares; 2025Q3: 18,368 shares; 2025Q4: 18,616 shares; 2026Q1: 16,901 shares 16,901 $451K 0.01% -1,715 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 4,339 shares; 2025Q1: 5,002 shares; 2025Q2: 6,444 shares; 2025Q3: 6,726 shares; 2025Q4: 5,890 shares; 2026Q1: 5,837 shares 5,837 $450K 0.01% -53 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,177 shares; 2025Q4: 1,213 shares; 2026Q1: 1,145 shares 1,145 $449K 0.01% -68 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,870 shares; 2025Q1: 3,223 shares; 2025Q2: 3,036 shares; 2025Q3: 2,624 shares; 2025Q4: 2,531 shares; 2026Q1: 2,884 shares 2,884 $448K 0.01% +353 Timeline HYDW 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: 7,878 shares; 2024Q4: 9,085 shares; 2025Q1: 9,016 shares; 2025Q2: 8,980 shares; 2025Q3: 8,981 shares; 2025Q4: 9,087 shares; 2026Q1: 9,610 shares 9,610 $448K 0.01% +523 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,693 shares; 2024Q4: 32,429 shares; 2025Q1: 32,059 shares; 2025Q2: 59,953 shares; 2025Q3: 57,315 shares; 2025Q4: 55,142 shares; 2026Q1: 57,709 shares 57,709 $448K 0.01% +2,567 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 14,686 shares; 2025Q1: 13,728 shares; 2025Q2: 11,206 shares; 2025Q3: 10,003 shares; 2025Q4: 9,418 shares; 2026Q1: 7,827 shares 7,827 $448K 0.01% -1,591 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,247 shares; 2025Q1: 2,918 shares; 2025Q2: 2,940 shares; 2025Q3: 2,953 shares; 2025Q4: 2,940 shares; 2026Q1: 2,874 shares 2,874 $447K 0.01% -66 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,250 shares; 2025Q4: 17,250 shares; 2026Q1: 17,650 shares 17,650 $446K 0.01% +400 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 805 shares; 2025Q1: 1,112 shares; 2025Q2: 1,380 shares; 2025Q3: 1,401 shares; 2025Q4: 1,369 shares; 2026Q1: 1,263 shares 1,263 $444K 0.01% -106 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,389 shares; 2024Q4: 14,220 shares; 2025Q1: 11,787 shares; 2025Q2: 10,164 shares; 2025Q3: 15,950 shares; 2025Q4: 17,382 shares; 2026Q1: 10,647 shares 10,647 $443K 0.01% -6,735 Timeline FVAL 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: 33,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,480 shares; 2025Q4: 6,511 shares; 2026Q1: 6,381 shares 6,381 $443K 0.01% -130 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 3,544 shares; 2025Q3: 3,724 shares; 2025Q4: 3,761 shares; 2026Q1: 3,937 shares 3,937 $442K 0.01% +176 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,178 shares; 2025Q1: 4,687 shares; 2025Q2: 4,376 shares; 2025Q3: 7,263 shares; 2025Q4: 7,883 shares; 2026Q1: 7,046 shares 7,046 $442K 0.01% -837 Timeline AVMU 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: 10,242 shares; 2024Q4: 10,242 shares; 2025Q1: 9,642 shares; 2025Q2: 9,642 shares; 2025Q3: 9,642 shares; 2025Q4: 9,642 shares; 2026Q1: 9,642 shares 9,642 $442K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,715 shares; 2025Q1: 1,469 shares; 2025Q2: 1,493 shares; 2025Q3: 1,677 shares; 2025Q4: 1,541 shares; 2026Q1: 1,593 shares 1,593 $438K 0.01% +52 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,366 shares; 2025Q1: 3,423 shares; 2025Q2: 3,263 shares; 2025Q3: 3,176 shares; 2025Q4: 3,181 shares; 2026Q1: 3,195 shares 3,195 $436K 0.01% +14 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 3,267 shares; 2025Q1: not reported; 2025Q2: 9,138 shares; 2025Q3: 9,082 shares; 2025Q4: 8,883 shares; 2026Q1: 9,007 shares 9,007 $436K 0.01% +124 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,598 shares; 2025Q1: 2,565 shares; 2025Q2: 2,614 shares; 2025Q3: 3,033 shares; 2025Q4: 2,955 shares; 2026Q1: 2,999 shares 2,999 $435K 0.01% +44 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,255 shares; 2025Q4: 12,380 shares; 2026Q1: 20,555 shares 20,555 $432K 0.01% +8,175 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 11,408 shares; 2025Q1: 11,936 shares; 2025Q2: 7,580 shares; 2025Q3: 5,629 shares; 2025Q4: 5,610 shares; 2026Q1: 5,658 shares 5,658 $432K 0.01% +48 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 10,923 shares; 2025Q1: 8,243 shares; 2025Q2: 8,558 shares; 2025Q3: 7,849 shares; 2025Q4: 7,801 shares; 2026Q1: 6,982 shares 6,982 $432K 0.01% -819 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: 9,801 shares; 2024Q4: 9,801 shares; 2025Q1: 11,851 shares; 2025Q2: 11,851 shares; 2025Q3: 11,851 shares; 2025Q4: 11,811 shares; 2026Q1: 12,788 shares 12,788 $430K 0.01% +977 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 2,029 shares; 2025Q1: 2,503 shares; 2025Q2: 2,320 shares; 2025Q3: 2,071 shares; 2025Q4: 1,995 shares; 2026Q1: 1,943 shares 1,943 $430K 0.01% -52 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 5,812 shares; 2026Q1: 5,915 shares 5,915 $429K 0.01% +103 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,235 shares; 2025Q4: 117,209 shares; 2026Q1: 117,193 shares 117,193 $429K 0.01% -16 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,155 shares; 2025Q2: 2,006 shares; 2025Q3: 1,958 shares; 2025Q4: 1,960 shares; 2026Q1: 1,900 shares 1,900 $428K 0.01% -60 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 787 shares 787 $427K 0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,949 shares; 2025Q2: 17,314 shares; 2025Q3: 19,560 shares; 2025Q4: 20,687 shares; 2026Q1: 41,018 shares 41,018 $426K 0.01% +20,331 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 12,298 shares; 2025Q4: 18,498 shares; 2026Q1: 21,719 shares 21,719 $425K 0.01% +3,221 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,020 shares 18,020 $425K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 2,969 shares; 2025Q3: 1,947 shares; 2025Q4: 1,830 shares; 2026Q1: 1,835 shares 1,835 $423K 0.01% +5 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,172 shares; 2025Q2: 5,880 shares; 2025Q3: 5,835 shares; 2025Q4: 5,105 shares; 2026Q1: 5,055 shares 5,055 $422K 0.01% -50 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 4,127 shares; 2025Q1: 4,760 shares; 2025Q2: 4,866 shares; 2025Q3: 5,779 shares; 2025Q4: 5,594 shares; 2026Q1: 5,603 shares 5,603 $422K 0.01% +9 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 2,321 shares; 2026Q1: 3,169 shares 3,169 $422K 0.01% +848 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,749 shares; 2025Q1: 1,519 shares; 2025Q2: 1,605 shares; 2025Q3: 891 shares; 2025Q4: 967 shares; 2026Q1: 915 shares 915 $422K 0.01% -52 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,377 shares; 2025Q2: 113,453 shares; 2025Q3: 113,377 shares; 2025Q4: 113,377 shares; 2026Q1: 60,984 shares 60,984 $421K 0.01% -52,393 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 855 shares; 2025Q1: 900 shares; 2025Q2: 886 shares; 2025Q3: 1,138 shares; 2025Q4: 1,154 shares; 2026Q1: 1,158 shares 1,158 $421K 0.01% +4 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 813 shares; 2025Q1: 916 shares; 2025Q2: 1,019 shares; 2025Q3: 1,830 shares; 2025Q4: 1,742 shares; 2026Q1: 1,940 shares 1,940 $421K 0.01% +198 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 3,955 shares; 2025Q1: 4,432 shares; 2025Q2: 4,609 shares; 2025Q3: 3,598 shares; 2025Q4: 3,640 shares; 2026Q1: 3,640 shares 3,640 $418K 0.01% 0 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: 12,550 shares; 2024Q4: 12,821 shares; 2025Q1: 12,989 shares; 2025Q2: 11,417 shares; 2025Q3: 10,717 shares; 2025Q4: 10,789 shares; 2026Q1: 10,822 shares 10,822 $418K 0.01% +33 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 6,640 shares; 2025Q1: 6,534 shares; 2025Q2: 6,534 shares; 2025Q3: 7,507 shares; 2025Q4: 11,415 shares; 2026Q1: 11,390 shares 11,390 $417K 0.01% -25 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 6,371 shares; 2025Q1: 3,817 shares; 2025Q2: 4,290 shares; 2025Q3: 4,819 shares; 2025Q4: 5,016 shares; 2026Q1: 5,491 shares 5,491 $417K 0.01% +475 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: 3,521 shares; 2026Q1: 5,862 shares 5,862 $416K 0.01% +2,341 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,967 shares; 2024Q4: 81,730 shares; 2025Q1: 42,677 shares; 2025Q2: 29,264 shares; 2025Q3: 27,810 shares; 2025Q4: 27,496 shares; 2026Q1: 28,155 shares 28,155 $416K 0.01% +659 Timeline IBDU 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: 58,700 shares; 2024Q4: 56,333 shares; 2025Q1: 31,044 shares; 2025Q2: 24,952 shares; 2025Q3: 17,904 shares; 2025Q4: 17,968 shares; 2026Q1: 17,840 shares 17,840 $415K 0.01% -128 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,242 shares; 2025Q2: 10,242 shares; 2025Q3: 10,242 shares; 2025Q4: 10,242 shares; 2026Q1: 10,242 shares 10,242 $414K 0.01% 0 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,929 shares; 2025Q2: 6,004 shares; 2025Q3: 5,758 shares; 2025Q4: 5,385 shares; 2026Q1: 4,121 shares 4,121 $414K 0.01% -1,264 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,452 shares; 2024Q4: 39,816 shares; 2025Q1: 33,983 shares; 2025Q2: 34,009 shares; 2025Q3: 34,938 shares; 2025Q4: 11,865 shares; 2026Q1: 10,985 shares 10,985 $413K 0.01% -880 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,582 shares; 2026Q1: 10,582 shares 10,582 $412K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: not reported; 2025Q1: 1,538 shares; 2025Q2: 2,290 shares; 2025Q3: 1,956 shares; 2025Q4: 3,358 shares; 2026Q1: 1,999 shares 1,999 $412K 0.01% -1,359 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,120 shares; 2026Q1: 26,119 shares 26,119 $412K 0.01% -1 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 10,865 shares; 2025Q1: 13,515 shares; 2025Q2: 14,245 shares; 2025Q3: 14,295 shares; 2025Q4: 12,095 shares; 2026Q1: 11,295 shares 11,295 $411K 0.01% -800 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,538 shares; 2024Q4: 9,636 shares; 2025Q1: 9,641 shares; 2025Q2: 8,966 shares; 2025Q3: 8,723 shares; 2025Q4: 8,711 shares; 2026Q1: 5,121 shares 5,121 $410K 0.01% -3,590 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,296 shares; 2025Q1: 3,541 shares; 2025Q2: 4,907 shares; 2025Q3: 4,962 shares; 2025Q4: 4,106 shares; 2026Q1: 4,088 shares 4,088 $409K 0.01% -18 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,139 shares; 2024Q4: 29,043 shares; 2025Q1: 25,813 shares; 2025Q2: 23,359 shares; 2025Q3: 11,302 shares; 2025Q4: 9,008 shares; 2026Q1: 8,461 shares 8,461 $408K 0.01% -547 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,411 shares; 2024Q4: 9,432 shares; 2025Q1: 9,461 shares; 2025Q2: 9,501 shares; 2025Q3: 9,253 shares; 2025Q4: 9,227 shares; 2026Q1: 9,367 shares 9,367 $407K 0.01% +140 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 5,182 shares; 2025Q1: 5,424 shares; 2025Q2: 6,980 shares; 2025Q3: 4,464 shares; 2025Q4: 4,537 shares; 2026Q1: 4,850 shares 4,850 $406K 0.01% +313 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 9,594 shares; 2025Q1: 9,482 shares; 2025Q2: 9,250 shares; 2025Q3: 9,151 shares; 2025Q4: 9,008 shares; 2026Q1: 8,681 shares 8,681 $406K 0.01% -327 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,237 shares; 2024Q4: 20,076 shares; 2025Q1: 20,076 shares; 2025Q2: 19,646 shares; 2025Q3: 18,061 shares; 2025Q4: 20,314 shares; 2026Q1: 16,701 shares 16,701 $405K 0.01% -3,613 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,134 shares 9,134 $404K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 19,593 shares; 2025Q3: 8,290 shares; 2025Q4: 8,744 shares; 2026Q1: 10,453 shares 10,453 $403K 0.01% +1,709 Timeline RWL 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: 2,282 shares; 2024Q4: 2,283 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $402K 0.01% 0 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: 3,723 shares; 2024Q4: 4,176 shares; 2025Q1: 4,606 shares; 2025Q2: 4,713 shares; 2025Q3: 4,943 shares; 2025Q4: 4,915 shares; 2026Q1: 4,746 shares 4,746 $402K 0.01% -169 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,351 shares; 2025Q2: 10,329 shares; 2025Q3: 10,079 shares; 2025Q4: 10,079 shares; 2026Q1: 9,842 shares 9,842 $402K 0.01% -237 Timeline CPNJ 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: 31,578 shares; 2025Q4: 31,612 shares; 2026Q1: 14,845 shares 14,845 $401K 0.01% -16,767 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,421 shares; 2025Q1: 5,618 shares; 2025Q2: 5,352 shares; 2025Q3: 3,912 shares; 2025Q4: 3,995 shares; 2026Q1: 5,541 shares 5,541 $401K 0.01% +1,546 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,223 shares; 2024Q4: 10,291 shares; 2025Q1: 10,291 shares; 2025Q2: 12,391 shares; 2025Q3: 19,047 shares; 2025Q4: 19,047 shares; 2026Q1: 17,193 shares 17,193 $400K 0.01% -1,854 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $399K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,428 shares; 2024Q4: 37,022 shares; 2025Q1: 40,105 shares; 2025Q2: 40,034 shares; 2025Q3: 40,049 shares; 2025Q4: 24,658 shares; 2026Q1: 6,392 shares 6,392 $399K 0.01% -18,266 Timeline ZFEB 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: 15,687 shares 15,687 $398K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 854 shares; 2025Q1: 1,203 shares; 2025Q2: 1,154 shares; 2025Q3: 1,279 shares; 2025Q4: 1,260 shares; 2026Q1: 1,193 shares 1,193 $398K 0.01% -67 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,689 shares; 2025Q1: 3,126 shares; 2025Q2: 2,817 shares; 2025Q3: 2,459 shares; 2025Q4: 2,399 shares; 2026Q1: 2,333 shares 2,333 $398K 0.01% -66 Timeline INDA 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: 8,699 shares; 2025Q3: 8,678 shares; 2025Q4: 12,681 shares; 2026Q1: 8,488 shares 8,488 $398K 0.01% -4,193 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,621 shares; 2025Q4: 10,621 shares; 2026Q1: 11,171 shares 11,171 $397K 0.01% +550 Timeline