IBDW 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: 35,032 shares; 2024Q4: 34,030 shares; 2025Q1: 20,744 shares; 2025Q2: 20,881 shares; 2025Q3: 19,938 shares; 2025Q4: 19,996 shares; 2026Q1: 18,927 shares 18,927 $396K 0.01% -1,069 Timeline IBDX 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: 17,457 shares; 2024Q4: 17,647 shares; 2025Q1: 19,470 shares; 2025Q2: 19,541 shares; 2025Q3: 15,660 shares; 2025Q4: 15,660 shares; 2026Q1: 15,627 shares 15,627 $395K 0.01% -33 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 10,158 shares; 2025Q1: 12,916 shares; 2025Q2: 12,540 shares; 2025Q3: 10,101 shares; 2025Q4: 10,169 shares; 2026Q1: 78,472 shares 78,472 $395K 0.01% +68,303 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 2,562 shares; 2025Q1: 3,271 shares; 2025Q2: 3,242 shares; 2025Q3: 3,082 shares; 2025Q4: 3,121 shares; 2026Q1: 3,096 shares 3,096 $394K 0.01% -25 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,881 shares; 2025Q1: 2,442 shares; 2025Q2: 3,374 shares; 2025Q3: 4,095 shares; 2025Q4: 1,961 shares; 2026Q1: 4,270 shares 4,270 $393K 0.01% +2,309 Timeline PID 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: 27,715 shares; 2024Q4: 27,490 shares; 2025Q1: 27,490 shares; 2025Q2: 19,440 shares; 2025Q3: 19,440 shares; 2025Q4: 17,765 shares; 2026Q1: 17,640 shares 17,640 $392K 0.01% -125 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,290 shares; 2025Q3: 10,170 shares; 2025Q4: 10,170 shares; 2026Q1: 10,170 shares 10,170 $392K 0.01% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,287 shares; 2025Q2: 2,974 shares; 2025Q3: 4,244 shares; 2025Q4: 4,604 shares; 2026Q1: 4,929 shares 4,929 $392K 0.01% +325 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,574 shares; 2025Q1: 5,219 shares; 2025Q2: 5,232 shares; 2025Q3: 5,246 shares; 2025Q4: 5,254 shares; 2026Q1: 5,268 shares 5,268 $391K 0.01% +14 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,717 shares; 2025Q2: 4,482 shares; 2025Q3: 4,687 shares; 2025Q4: 4,723 shares; 2026Q1: 4,585 shares 4,585 $390K 0.01% -138 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: 3,093 shares; 2025Q2: 3,093 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,863 shares 3,863 $386K 0.01% +733 Timeline RDIV 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: 8,370 shares; 2025Q3: 7,970 shares; 2025Q4: 7,970 shares; 2026Q1: 6,888 shares 6,888 $383K 0.01% -1,082 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 852 shares; 2025Q1: 1,323 shares; 2025Q2: 1,350 shares; 2025Q3: 1,804 shares; 2025Q4: 1,459 shares; 2026Q1: 3,069 shares 3,069 $383K 0.01% +1,610 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 13,773 shares; 2025Q1: 13,773 shares; 2025Q2: 12,174 shares; 2025Q3: 12,486 shares; 2025Q4: 12,486 shares; 2026Q1: 12,486 shares 12,486 $382K 0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 6,213 shares; 2025Q1: 6,145 shares; 2025Q2: 6,188 shares; 2025Q3: 6,935 shares; 2025Q4: 6,984 shares; 2026Q1: 7,516 shares 7,516 $382K 0.01% +532 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,534 shares; 2025Q1: 3,447 shares; 2025Q2: 4,615 shares; 2025Q3: 5,180 shares; 2025Q4: 5,511 shares; 2026Q1: 5,224 shares 5,224 $380K 0.01% -287 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 7,326 shares; 2025Q1: 7,326 shares; 2025Q2: 7,200 shares; 2025Q3: 7,205 shares; 2025Q4: 7,305 shares; 2026Q1: 7,205 shares 7,205 $380K 0.01% -100 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,120 shares; 2024Q4: 16,867 shares; 2025Q1: 16,659 shares; 2025Q2: 15,898 shares; 2025Q3: 15,498 shares; 2025Q4: 15,517 shares; 2026Q1: 15,632 shares 15,632 $379K 0.01% +115 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,634 shares; 2025Q4: 10,849 shares; 2026Q1: 12,845 shares 12,845 $379K 0.01% +1,996 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,654 shares; 2025Q1: 4,900 shares; 2025Q2: 5,658 shares; 2025Q3: 3,211 shares; 2025Q4: 3,023 shares; 2026Q1: 3,183 shares 3,183 $378K 0.01% +160 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,671 shares; 2025Q4: 10,671 shares; 2026Q1: 10,671 shares 10,671 $377K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,761 shares; 2025Q1: 5,426 shares; 2025Q2: 13,350 shares; 2025Q3: 5,756 shares; 2025Q4: 5,660 shares; 2026Q1: 5,512 shares 5,512 $377K 0.01% -148 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 18,920 shares; 2025Q1: 20,910 shares; 2025Q2: 20,990 shares; 2025Q3: 19,710 shares; 2025Q4: 19,710 shares; 2026Q1: 17,176 shares 17,176 $376K 0.01% -2,534 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 21,846 shares; 2025Q1: 22,210 shares; 2025Q2: 22,081 shares; 2025Q3: 16,057 shares; 2025Q4: 15,709 shares; 2026Q1: 16,154 shares 16,154 $375K 0.01% +445 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,517 shares; 2025Q1: 6,540 shares; 2025Q2: 4,987 shares; 2025Q3: 4,668 shares; 2025Q4: 6,103 shares; 2026Q1: 6,606 shares 6,606 $374K 0.01% +503 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,791 shares; 2026Q1: 8,055 shares 8,055 $373K 0.01% +3,264 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,127 shares; 2024Q4: 34,944 shares; 2025Q1: 33,130 shares; 2025Q2: 29,336 shares; 2025Q3: 26,500 shares; 2025Q4: 25,020 shares; 2026Q1: 25,026 shares 25,026 $373K 0.01% +6 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,946 shares; 2025Q1: 2,500 shares; 2025Q2: 2,541 shares; 2025Q3: 2,674 shares; 2025Q4: 2,659 shares; 2026Q1: 2,252 shares 2,252 $372K 0.01% -407 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: 11,116 shares; 2025Q1: 11,053 shares; 2025Q2: 10,837 shares; 2025Q3: 16,398 shares; 2025Q4: 11,017 shares; 2026Q1: 6,244 shares 6,244 $372K 0.01% -4,773 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,873 shares; 2025Q4: 3,033 shares; 2026Q1: 3,088 shares 3,088 $371K 0.01% +55 Timeline APRJ 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: 18,096 shares; 2025Q4: 18,096 shares; 2026Q1: 15,090 shares 15,090 $370K 0.01% -3,006 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 4,696 shares; 2025Q1: 5,025 shares; 2025Q2: 5,175 shares; 2025Q3: 5,276 shares; 2025Q4: 5,284 shares; 2026Q1: 5,469 shares 5,469 $370K 0.01% +185 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,588 shares; 2025Q4: 3,665 shares; 2026Q1: 5,496 shares 5,496 $369K 0.01% +1,831 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares; 2026Q1: 14,173 shares 14,173 $369K 0.01% +3,523 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,730 shares; 2025Q3: 3,058 shares; 2025Q4: 3,242 shares; 2026Q1: 3,455 shares 3,455 $369K 0.01% +213 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 506 shares 506 $368K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 2,331 shares; 2025Q1: 2,673 shares; 2025Q2: 2,029 shares; 2025Q3: 2,025 shares; 2025Q4: 2,830 shares; 2026Q1: 1,756 shares 1,756 $364K 0.01% -1,074 Timeline IEUR 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: 3,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,159 shares 5,159 $363K 0.01% new Timeline DYLG 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: 10,625 shares; 2025Q3: 11,425 shares; 2025Q4: 12,325 shares; 2026Q1: 14,150 shares 14,150 $360K 0.01% +1,825 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,614 shares; 2025Q4: 1,580 shares; 2026Q1: 1,332 shares 1,332 $360K 0.01% -248 Timeline ZSEP 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: 9,765 shares; 2025Q1: 9,765 shares; 2025Q2: 9,765 shares; 2025Q3: 13,855 shares; 2025Q4: 13,855 shares; 2026Q1: 13,469 shares 13,469 $360K 0.01% -386 Timeline XYLD 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: 6,265 shares; 2025Q1: 8,592 shares; 2025Q2: 8,753 shares; 2025Q3: 8,349 shares; 2025Q4: 8,253 shares; 2026Q1: 9,182 shares 9,182 $359K 0.01% +929 Timeline ALAI 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: 8,345 shares; 2025Q4: 10,309 shares; 2026Q1: 10,872 shares 10,872 $359K 0.01% +563 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,656 shares; 2025Q2: 17,686 shares; 2025Q3: 10,047 shares; 2025Q4: 12,097 shares; 2026Q1: 10,116 shares 10,116 $359K 0.01% -1,981 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 1,802 shares; 2025Q1: 1,942 shares; 2025Q2: 2,032 shares; 2025Q3: 1,347 shares; 2025Q4: 1,341 shares; 2026Q1: 1,313 shares 1,313 $357K 0.01% -28 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,205 shares 14,205 $357K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 975 shares; 2025Q1: 838 shares; 2025Q2: 888 shares; 2025Q3: 528 shares; 2025Q4: 502 shares; 2026Q1: 461 shares 461 $356K 0.01% -41 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,252 shares; 2025Q1: 10,359 shares; 2025Q2: 8,099 shares; 2025Q3: 8,157 shares; 2025Q4: 7,060 shares; 2026Q1: 6,914 shares 6,914 $355K 0.01% -146 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,424 shares; 2025Q3: 5,202 shares; 2025Q4: 5,192 shares; 2026Q1: 4,711 shares 4,711 $354K 0.01% -481 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 6,107 shares; 2025Q1: 5,695 shares; 2025Q2: 5,588 shares; 2025Q3: 6,689 shares; 2025Q4: 6,725 shares; 2026Q1: 5,014 shares 5,014 $352K 0.01% -1,711 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares; 2026Q1: 1,414 shares 1,414 $351K 0.01% -215 Timeline TFPN TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,367 shares; 2024Q4: 13,828 shares; 2025Q1: 15,978 shares; 2025Q2: 16,783 shares; 2025Q3: 12,009 shares; 2025Q4: 12,608 shares; 2026Q1: 12,602 shares 12,602 $350K 0.01% -6 Timeline SPLV 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: 5,514 shares; 2024Q4: 5,123 shares; 2025Q1: 5,129 shares; 2025Q2: 5,080 shares; 2025Q3: 5,249 shares; 2025Q4: 5,256 shares; 2026Q1: 4,787 shares 4,787 $350K 0.01% -469 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,298 shares; 2026Q1: 3,524 shares 3,524 $349K 0.01% +1,226 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,853 shares; 2025Q1: 3,636 shares; 2025Q2: 4,132 shares; 2025Q3: 3,622 shares; 2025Q4: 3,542 shares; 2026Q1: 3,100 shares 3,100 $348K 0.01% -442 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 19,800 shares; 2025Q2: 17,550 shares; 2025Q3: 17,550 shares; 2025Q4: 17,249 shares; 2026Q1: 16,149 shares 16,149 $347K 0.01% -1,100 Timeline CORN 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: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,833 shares 18,833 $347K 0.01% new Timeline EWY 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: 2,188 shares; 2026Q1: 2,802 shares 2,802 $345K 0.01% +614 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 12,938 shares; 2025Q1: 12,886 shares; 2025Q2: 13,148 shares; 2025Q3: 12,991 shares; 2025Q4: 12,999 shares; 2026Q1: 12,891 shares 12,891 $344K 0.01% -108 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 13,996 shares; 2025Q1: 13,477 shares; 2025Q2: 8,442 shares; 2025Q3: 7,920 shares; 2025Q4: 7,895 shares; 2026Q1: 7,505 shares 7,505 $342K 0.01% -390 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,883 shares; 2026Q1: 18,583 shares 18,583 $341K 0.01% +7,700 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,165 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares 2,085 $341K 0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,490 shares 5,490 $340K 0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 5,813 shares; 2025Q1: 11,032 shares; 2025Q2: 9,134 shares; 2025Q3: 3,721 shares; 2025Q4: 3,684 shares; 2026Q1: 3,357 shares 3,357 $338K 0.01% -327 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,517 shares; 2025Q1: 4,190 shares; 2025Q2: 4,091 shares; 2025Q3: 5,855 shares; 2025Q4: 5,145 shares; 2026Q1: 5,162 shares 5,162 $337K 0.01% +17 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,082 shares; 2025Q2: 5,082 shares; 2025Q3: 5,082 shares; 2025Q4: 5,082 shares; 2026Q1: 5,126 shares 5,126 $336K 0.01% +44 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 7,652 shares; 2025Q1: 7,178 shares; 2025Q2: 6,921 shares; 2025Q3: 14,932 shares; 2025Q4: 6,256 shares; 2026Q1: 8,350 shares 8,350 $335K 0.01% +2,094 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 8,398 shares; 2025Q1: 9,350 shares; 2025Q2: 8,438 shares; 2025Q3: 8,178 shares; 2025Q4: 7,732 shares; 2026Q1: 7,530 shares 7,530 $335K 0.01% -202 Timeline AVIG 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: 7,224 shares; 2024Q4: 7,224 shares; 2025Q1: 7,354 shares; 2025Q2: 6,969 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 8,044 shares 8,044 $334K 0.01% +594 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,298 shares; 2026Q1: 13,927 shares 13,927 $334K 0.01% +4,629 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 9,963 shares; 2025Q1: 10,603 shares; 2025Q2: 11,146 shares; 2025Q3: 7,759 shares; 2025Q4: 7,791 shares; 2026Q1: 7,071 shares 7,071 $333K 0.01% -720 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 356 shares; 2025Q1: 424 shares; 2025Q2: 8,864 shares; 2025Q3: 8,992 shares; 2025Q4: 8,284 shares; 2026Q1: 3,606 shares 3,606 $333K 0.01% -4,678 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,365 shares; 2025Q4: 10,209 shares; 2026Q1: 9,779 shares 9,779 $333K 0.01% -430 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,412 shares 6,412 $332K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: 11,121 shares; 2026Q1: 11,521 shares 11,521 $332K 0.01% +400 Timeline TOPT 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: 8,540 shares; 2025Q3: 9,068 shares; 2025Q4: 9,938 shares; 2026Q1: 11,593 shares 11,593 $332K 0.01% +1,655 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,132 shares; 2025Q1: 2,147 shares; 2025Q2: 2,419 shares; 2025Q3: 2,652 shares; 2025Q4: 2,368 shares; 2026Q1: 2,437 shares 2,437 $332K 0.01% +69 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 1,980 shares; 2025Q1: 2,220 shares; 2025Q2: 2,001 shares; 2025Q3: 1,681 shares; 2025Q4: 1,666 shares; 2026Q1: 1,668 shares 1,668 $331K 0.01% +2 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,814 shares; 2025Q3: 7,634 shares; 2025Q4: 7,161 shares; 2026Q1: 7,145 shares 7,145 $330K 0.01% -16 Timeline GNR 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: 8,237 shares; 2024Q4: 7,477 shares; 2025Q1: 6,931 shares; 2025Q2: 6,300 shares; 2025Q3: 4,392 shares; 2025Q4: 4,035 shares; 2026Q1: 4,418 shares 4,418 $330K 0.01% +383 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS 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: 7,834 shares 7,834 $330K 0.01% new Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,967 shares 7,967 $329K 0.01% new Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,147 shares; 2025Q3: 18,981 shares; 2025Q4: 20,899 shares; 2026Q1: 26,019 shares 26,019 $328K 0.01% +5,120 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,499 shares; 2025Q2: 3,799 shares; 2025Q3: 1,768 shares; 2025Q4: 1,368 shares; 2026Q1: 1,973 shares 1,973 $328K 0.01% +605 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,160 shares; 2024Q4: 18,019 shares; 2025Q1: 18,004 shares; 2025Q2: 18,432 shares; 2025Q3: 11,715 shares; 2025Q4: 12,199 shares; 2026Q1: 12,587 shares 12,587 $327K 0.01% +388 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 11,078 shares; 2025Q4: 11,093 shares; 2026Q1: 11,115 shares 11,115 $327K 0.01% +22 Timeline XAUG 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: 9,617 shares; 2024Q4: 9,117 shares; 2025Q1: 9,117 shares; 2025Q2: 9,117 shares; 2025Q3: 9,117 shares; 2025Q4: 8,792 shares; 2026Q1: 8,792 shares 8,792 $326K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,566 shares; 2025Q3: 2,558 shares; 2025Q4: 2,428 shares; 2026Q1: 2,418 shares 2,418 $326K 0.01% -10 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,592 shares; 2025Q2: 48,592 shares; 2025Q3: 48,592 shares; 2025Q4: 48,592 shares; 2026Q1: 48,592 shares 48,592 $325K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,154 shares 1,154 $324K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 977 shares; 2025Q1: 1,003 shares; 2025Q2: 1,048 shares; 2025Q3: 916 shares; 2025Q4: 1,002 shares; 2026Q1: 989 shares 989 $323K 0.01% -13 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,768 shares; 2025Q1: 4,378 shares; 2025Q2: 4,516 shares; 2025Q3: 5,565 shares; 2025Q4: 5,139 shares; 2026Q1: 4,936 shares 4,936 $322K 0.01% -203 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,733 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925 shares; 2025Q4: 990 shares; 2026Q1: 783 shares 783 $319K 0.01% -207 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 4,498 shares; 2025Q1: 4,509 shares; 2025Q2: 4,194 shares; 2025Q3: 3,964 shares; 2025Q4: 3,870 shares; 2026Q1: 3,902 shares 3,902 $319K 0.01% +32 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,421 shares; 2026Q1: 13,116 shares 13,116 $319K 0.01% +2,695 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 3,599 shares; 2025Q3: 4,126 shares; 2025Q4: 4,010 shares; 2026Q1: 3,935 shares 3,935 $318K 0.01% -75 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,079 shares; 2025Q1: 1,230 shares; 2025Q2: 1,269 shares; 2025Q3: 1,335 shares; 2025Q4: 2,129 shares; 2026Q1: 1,474 shares 1,474 $318K 0.01% -655 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,604 shares; 2025Q2: 4,001 shares; 2025Q3: 4,829 shares; 2025Q4: 4,876 shares; 2026Q1: 4,381 shares 4,381 $317K 0.01% -495 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: 8,403 shares; 2025Q1: 7,133 shares; 2025Q2: 6,089 shares; 2025Q3: 5,793 shares; 2025Q4: 5,550 shares; 2026Q1: 5,509 shares 5,509 $317K 0.01% -41 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,450 shares; 2025Q4: 17,250 shares; 2026Q1: 21,175 shares 21,175 $317K 0.01% +3,925 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,546 shares; 2026Q1: 8,546 shares 8,546 $316K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,173 shares; 2024Q4: 14,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,522 shares; 2025Q4: 16,725 shares; 2026Q1: 23,390 shares 23,390 $316K 0.01% +6,665 Timeline ZAUG 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: 15,614 shares; 2025Q4: 11,798 shares; 2026Q1: 11,798 shares 11,798 $314K 0.01% 0 Timeline FFSM 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: 9,755 shares; 2025Q4: 9,768 shares; 2026Q1: 9,789 shares 9,789 $313K 0.01% +21 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,191 shares; 2025Q2: 2,325 shares; 2025Q3: 2,300 shares; 2025Q4: 2,371 shares; 2026Q1: 2,081 shares 2,081 $312K 0.01% -290 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,917 shares; 2025Q3: 5,917 shares; 2025Q4: 5,917 shares; 2026Q1: 5,917 shares 5,917 $312K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,138 shares; 2025Q1: 2,843 shares; 2025Q2: 3,450 shares; 2025Q3: 4,177 shares; 2025Q4: 4,555 shares; 2026Q1: 3,194 shares 3,194 $311K 0.01% -1,361 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,129 shares; 2025Q1: 1,230 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,181 shares; 2026Q1: 1,132 shares 1,132 $310K 0.01% -49 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191 shares; 2025Q2: 169 shares; 2025Q3: 188 shares; 2025Q4: 155 shares; 2026Q1: 267 shares 267 $309K 0.01% +112 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,800 shares 16,800 $309K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,967 shares; 2024Q4: 19,750 shares; 2025Q1: 19,240 shares; 2025Q2: 19,381 shares; 2025Q3: 29,217 shares; 2025Q4: 29,391 shares; 2026Q1: 30,782 shares 30,782 $309K 0.01% +1,391 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,409 shares; 2024Q4: 6,233 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,570 shares; 2025Q4: 5,561 shares; 2026Q1: 5,640 shares 5,640 $308K 0.01% +79 Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 3,168 shares; 2025Q4: 3,206 shares; 2026Q1: 3,215 shares 3,215 $308K 0.01% +9 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,166 shares 6,166 $305K 0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,912 shares; 2026Q1: 1,707 shares 1,707 $304K 0.01% -1,205 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,866 shares; 2024Q4: 75,866 shares; 2025Q1: 75,908 shares; 2025Q2: 75,866 shares; 2025Q3: 76,931 shares; 2025Q4: 76,931 shares; 2026Q1: 76,931 shares 76,931 $304K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 7,299 shares; 2025Q1: 4,144 shares; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 4,504 shares; 2026Q1: 4,311 shares 4,311 $303K 0.01% -193 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 9,555 shares; 2025Q3: 10,324 shares; 2025Q4: 10,314 shares; 2026Q1: 10,314 shares 10,314 $303K 0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,572 shares; 2025Q4: 5,446 shares; 2026Q1: 6,082 shares 6,082 $302K 0.01% +636 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,419 shares 12,419 $302K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,770 shares; 2025Q2: 4,848 shares; 2025Q3: 7,260 shares; 2025Q4: 7,226 shares; 2026Q1: 6,134 shares 6,134 $301K 0.01% -1,092 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares 790 $300K 0.01% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,929 shares; 2025Q1: 7,776 shares; 2025Q2: 7,764 shares; 2025Q3: 7,724 shares; 2025Q4: 5,512 shares; 2026Q1: 6,018 shares 6,018 $300K 0.01% +506 Timeline VTC 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: 5,070 shares; 2024Q4: 4,490 shares; 2025Q1: 4,418 shares; 2025Q2: 4,480 shares; 2025Q3: 4,035 shares; 2025Q4: 3,907 shares; 2026Q1: 3,898 shares 3,898 $299K 0.01% -9 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,336 shares; 2025Q1: 5,339 shares; 2025Q2: 5,344 shares; 2025Q3: 5,347 shares; 2025Q4: 3,347 shares; 2026Q1: 3,350 shares 3,350 $299K 0.01% +3 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,787 shares; 2025Q3: 11,892 shares; 2025Q4: 11,467 shares; 2026Q1: 12,665 shares 12,665 $299K 0.01% +1,198 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,133 shares; 2024Q4: 12,568 shares; 2025Q1: 12,407 shares; 2025Q2: 12,413 shares; 2025Q3: 12,018 shares; 2025Q4: 11,977 shares; 2026Q1: 11,982 shares 11,982 $297K 0.01% +5 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,217 shares; 2025Q1: 1,134 shares; 2025Q2: 1,244 shares; 2025Q3: 1,273 shares; 2025Q4: 966 shares; 2026Q1: 944 shares 944 $296K 0.01% -22 Timeline XDEC 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: 5,396 shares; 2025Q1: not reported; 2025Q2: 5,396 shares; 2025Q3: 7,296 shares; 2025Q4: 7,296 shares; 2026Q1: 7,296 shares 7,296 $294K 0.01% 0 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 16,486 shares; 2025Q4: 16,202 shares; 2026Q1: 15,490 shares 15,490 $293K 0.01% -712 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,397 shares 11,397 $291K 0.01% new Timeline CPSM 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: 16,612 shares; 2025Q4: 16,612 shares; 2026Q1: 10,087 shares 10,087 $291K 0.01% -6,525 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 1,230 shares; 2025Q1: 2,605 shares; 2025Q2: 2,698 shares; 2025Q3: 2,350 shares; 2025Q4: 2,325 shares; 2026Q1: 2,630 shares 2,630 $291K 0.01% +305 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 5,443 shares; 2025Q4: 6,168 shares; 2026Q1: 6,242 shares 6,242 $290K 0.01% +74 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 4,621 shares; 2025Q1: 4,621 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,439 shares; 2026Q1: 4,439 shares 4,439 $288K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 489 shares; 2025Q4: 494 shares; 2026Q1: 489 shares 489 $288K 0.01% -5 Timeline DFVE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 7,558 shares; 2025Q3: 7,870 shares; 2025Q4: 8,217 shares; 2026Q1: 8,867 shares 8,867 $288K 0.01% +650 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 2,776 shares; 2025Q1: 2,757 shares; 2025Q2: 3,335 shares; 2025Q3: 2,779 shares; 2025Q4: 2,908 shares; 2026Q1: 3,178 shares 3,178 $286K 0.01% +270 Timeline GSSC 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: 11,793 shares; 2024Q4: 12,159 shares; 2025Q1: 4,460 shares; 2025Q2: 4,079 shares; 2025Q3: 3,999 shares; 2025Q4: 3,933 shares; 2026Q1: 3,833 shares 3,833 $286K 0.01% -100 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 6,018 shares; 2025Q1: 5,722 shares; 2025Q2: 5,726 shares; 2025Q3: 5,730 shares; 2025Q4: 5,735 shares; 2026Q1: 5,780 shares 5,780 $285K 0.01% +45 Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,936 shares; 2025Q1: 6,963 shares; 2025Q2: 6,936 shares; 2025Q3: 6,951 shares; 2025Q4: 6,936 shares; 2026Q1: 6,936 shares 6,936 $285K 0.01% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,260 shares; 2025Q2: 5,179 shares; 2025Q3: 5,271 shares; 2025Q4: 5,285 shares; 2026Q1: 5,949 shares 5,949 $285K 0.01% +664 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 477 shares; 2025Q4: 476 shares; 2026Q1: 505 shares 505 $284K 0.01% +29 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,503 shares; 2025Q4: 4,869 shares; 2026Q1: 5,022 shares 5,022 $283K 0.01% +153 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 9,950 shares; 2025Q1: 7,675 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares; 2025Q4: 7,398 shares; 2026Q1: 8,334 shares 8,334 $281K 0.01% +936 Timeline FLRG 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: 7,862 shares; 2025Q4: 7,887 shares; 2026Q1: 7,643 shares 7,643 $281K 0.01% -244 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 2,929 shares 2,929 $278K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,188 shares; 2025Q4: 11,901 shares; 2026Q1: 3,582 shares 3,582 $277K 0.01% -8,319 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,460 shares; 2025Q1: 2,611 shares; 2025Q2: 1,346 shares; 2025Q3: 1,300 shares; 2025Q4: 1,318 shares; 2026Q1: 1,415 shares 1,415 $277K 0.01% +97 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,182 shares; 2025Q2: 2,186 shares; 2025Q3: 1,384 shares; 2025Q4: 1,777 shares; 2026Q1: 1,701 shares 1,701 $275K 0.01% -76 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 873 shares; 2025Q3: 919 shares; 2025Q4: 891 shares; 2026Q1: 858 shares 858 $275K 0.01% -33 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 7,141 shares; 2025Q1: not reported; 2025Q2: 4,072 shares; 2025Q3: 4,172 shares; 2025Q4: 4,207 shares; 2026Q1: 4,355 shares 4,355 $275K 0.01% +148 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,168 shares; 2025Q1: 1,262 shares; 2025Q2: 1,259 shares; 2025Q3: 1,122 shares; 2025Q4: 1,104 shares; 2026Q1: 1,146 shares 1,146 $274K 0.01% +42 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares 703 $273K 0.01% new Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,596 shares 9,596 $272K 0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,205 shares; 2025Q4: 5,206 shares; 2026Q1: 5,208 shares 5,208 $272K 0.01% +2 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,640 shares; 2025Q3: 5,858 shares; 2025Q4: 5,868 shares; 2026Q1: 6,563 shares 6,563 $272K 0.01% +695 Timeline NUDM 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: 9,599 shares; 2024Q4: 9,234 shares; 2025Q1: 7,898 shares; 2025Q2: 7,837 shares; 2025Q3: 7,774 shares; 2025Q4: 7,843 shares; 2026Q1: 7,500 shares 7,500 $271K 0.01% -343 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 4,180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,493 shares; 2025Q4: not reported; 2026Q1: 6,996 shares 6,996 $269K 0.01% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,648 shares; 2025Q1: 2,281 shares; 2025Q2: 5,039 shares; 2025Q3: 4,809 shares; 2025Q4: 4,848 shares; 2026Q1: 2,642 shares 2,642 $269K 0.01% -2,206 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 452 shares; 2025Q1: 536 shares; 2025Q2: 591 shares; 2025Q3: 622 shares; 2025Q4: 584 shares; 2026Q1: 618 shares 618 $268K 0.01% +34 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 2,443 shares 2,443 $268K 0.01% new Timeline OUSA 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: 5,088 shares; 2024Q4: 5,089 shares; 2025Q1: 5,090 shares; 2025Q2: 5,091 shares; 2025Q3: 4,792 shares; 2025Q4: 4,793 shares; 2026Q1: 4,794 shares 4,794 $267K 0.01% +1 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 2,809 shares; 2026Q1: 2,809 shares 2,809 $266K 0.01% 0 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,112 shares 8,112 $266K 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares; 2025Q4: 2,843 shares; 2026Q1: 3,349 shares 3,349 $265K 0.01% +506 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 7,018 shares; 2025Q1: 7,029 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares; 2026Q1: 6,361 shares 6,361 $263K 0.01% -684 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,550 shares; 2025Q4: 8,559 shares; 2026Q1: 8,717 shares 8,717 $263K 0.01% +158 Timeline TQQQ 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: 6,305 shares 6,305 $263K 0.01% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,873 shares; 2025Q2: 2,863 shares; 2025Q3: 3,322 shares; 2025Q4: 3,291 shares; 2026Q1: 3,320 shares 3,320 $263K 0.01% +29 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 9,214 shares; 2025Q1: 8,137 shares; 2025Q2: 7,001 shares; 2025Q3: 6,864 shares; 2025Q4: 5,809 shares; 2026Q1: 4,709 shares 4,709 $262K 0.01% -1,100 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 12,400 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $262K 0.01% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,488 shares; 2025Q4: 3,488 shares; 2026Q1: 3,488 shares 3,488 $261K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,834 shares; 2024Q4: 13,824 shares; 2025Q1: 13,741 shares; 2025Q2: 13,533 shares; 2025Q3: 13,482 shares; 2025Q4: 13,022 shares; 2026Q1: 13,006 shares 13,006 $261K 0.01% -16 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS 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: not reported; 2025Q3: 8,513 shares; 2025Q4: 9,147 shares; 2026Q1: 11,696 shares 11,696 $260K 0.01% +2,549 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 3,228 shares; 2025Q1: 3,228 shares; 2025Q2: 3,231 shares; 2025Q3: 3,196 shares; 2025Q4: 3,196 shares; 2026Q1: 2,796 shares 2,796 $259K 0.01% -400 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,060 shares; 2025Q1: 1,164 shares; 2025Q2: 1,141 shares; 2025Q3: 8,362 shares; 2025Q4: 8,336 shares; 2026Q1: 1,523 shares 1,523 $258K 0.01% -6,813 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,926 shares; 2025Q1: 2,934 shares; 2025Q2: 2,816 shares; 2025Q3: 2,831 shares; 2025Q4: 6,920 shares; 2026Q1: 2,833 shares 2,833 $256K 0.01% -4,087 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,059 shares; 2025Q1: not reported; 2025Q2: 2,164 shares; 2025Q3: 2,052 shares; 2025Q4: 2,016 shares; 2026Q1: 2,022 shares 2,022 $256K 0.01% +6 Timeline DJAN 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: 8,017 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,017 shares; 2025Q3: 6,017 shares; 2025Q4: 6,017 shares; 2026Q1: 6,017 shares 6,017 $256K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,707 shares; 2026Q1: 9,188 shares 9,188 $256K 0.01% +1,481 Timeline ALBEMARLE CORP 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: 3,551 shares; 2026Q1: 3,551 shares 3,551 $255K 0.01% 0 ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: 15,041 shares; 2025Q1: 8,192 shares; 2025Q2: 7,242 shares; 2025Q3: 6,131 shares; 2025Q4: 6,153 shares; 2026Q1: 6,383 shares 6,383 $255K 0.01% +230 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,561 shares; 2025Q4: 9,439 shares; 2026Q1: 9,439 shares 9,439 $254K 0.01% 0 Timeline PNOV 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: 8,263 shares; 2026Q1: 6,206 shares 6,206 $254K 0.01% -2,057 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,629 shares; 2025Q4: 8,629 shares; 2026Q1: 8,629 shares 8,629 $253K 0.01% 0 Timeline IBDY 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: 12,085 shares; 2024Q4: 11,170 shares; 2025Q1: 12,956 shares; 2025Q2: 13,013 shares; 2025Q3: 9,688 shares; 2025Q4: 9,688 shares; 2026Q1: 9,708 shares 9,708 $251K 0.01% +20 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,335 shares 4,335 $251K 0.01% new Timeline MYMG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,387 shares; 2025Q4: 11,084 shares; 2026Q1: 10,100 shares 10,100 $250K 0.01% -984 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,709 shares; 2025Q3: 10,534 shares; 2025Q4: 11,221 shares; 2026Q1: 6,403 shares 6,403 $250K 0.01% -4,818 Timeline VNLA 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: 4,500 shares; 2025Q4: 5,029 shares; 2026Q1: 5,090 shares 5,090 $249K 0.01% +61 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,199 shares; 2024Q4: 16,663 shares; 2025Q1: 16,454 shares; 2025Q2: 16,763 shares; 2025Q3: 17,538 shares; 2025Q4: 16,639 shares; 2026Q1: 16,514 shares 16,514 $249K 0.01% -125 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,508 shares; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,923 shares; 2025Q4: 1,443 shares; 2026Q1: 1,233 shares 1,233 $248K 0.01% -210 Timeline BUXX 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: 40,775 shares; 2024Q4: 171,397 shares; 2025Q1: 192,683 shares; 2025Q2: 246,128 shares; 2025Q3: 30,608 shares; 2025Q4: 32,916 shares; 2026Q1: 12,240 shares 12,240 $248K 0.01% -20,676 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,275 shares 6,275 $246K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,856 shares; 2025Q1: 5,165 shares; 2025Q2: 4,862 shares; 2025Q3: 5,676 shares; 2025Q4: 5,458 shares; 2026Q1: 2,255 shares 2,255 $246K 0.01% -3,203 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,848 shares; 2025Q3: 5,496 shares; 2025Q4: 5,377 shares; 2026Q1: 4,961 shares 4,961 $245K 0.01% -416 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 3,716 shares; 2025Q1: 3,498 shares; 2025Q2: 3,281 shares; 2025Q3: 3,171 shares; 2025Q4: 3,063 shares; 2026Q1: 3,058 shares 3,058 $245K 0.01% -5 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,050 shares; 2025Q3: 3,664 shares; 2025Q4: 3,572 shares; 2026Q1: 3,572 shares 3,572 $243K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 3,036 shares; 2025Q3: 3,194 shares; 2025Q4: 2,953 shares; 2026Q1: 2,669 shares 2,669 $243K 0.01% -284 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,942 shares; 2025Q2: 3,114 shares; 2025Q3: 3,000 shares; 2025Q4: 3,052 shares; 2026Q1: 3,048 shares 3,048 $242K 0.01% -4 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,200 shares; 2025Q1: 16,200 shares; 2025Q2: 16,200 shares; 2025Q3: 27,700 shares; 2025Q4: 30,200 shares; 2026Q1: 31,552 shares 31,552 $242K 0.01% +1,352 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,372 shares; 2024Q4: 38,722 shares; 2025Q1: 56,480 shares; 2025Q2: 57,608 shares; 2025Q3: 57,612 shares; 2025Q4: not reported; 2026Q1: 4,134 shares 4,134 $242K 0.01% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,011 shares; 2026Q1: 6,128 shares 6,128 $242K 0.01% +117 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,117 shares; 2025Q1: 4,117 shares; 2025Q2: 4,158 shares; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares; 2026Q1: 3,478 shares 3,478 $241K 0.01% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,169 shares; 2025Q4: 20,018 shares; 2026Q1: 3,191 shares 3,191 $240K 0.01% -16,827 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 1,430 shares; 2025Q1: 1,669 shares; 2025Q2: 1,749 shares; 2025Q3: 1,819 shares; 2025Q4: 1,766 shares; 2026Q1: 1,746 shares 1,746 $240K 0.01% -20 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 4,940 shares; 2025Q1: 4,890 shares; 2025Q2: 3,431 shares; 2025Q3: 3,497 shares; 2025Q4: 3,572 shares; 2026Q1: 3,438 shares 3,438 $238K 0.01% -134 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,053 shares; 2025Q3: 2,320 shares; 2025Q4: 2,324 shares; 2026Q1: 1,967 shares 1,967 $238K 0.01% -357 Timeline ISHG 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: 3,665 shares; 2025Q2: 6,597 shares; 2025Q3: 6,325 shares; 2025Q4: 6,069 shares; 2026Q1: 3,201 shares 3,201 $237K 0.01% -2,868 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: not reported; 2026Q1: 1,568 shares 1,568 $237K 0.01% new Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,166 shares; 2025Q4: 8,166 shares; 2026Q1: 8,166 shares 8,166 $237K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 849 shares; 2025Q4: 883 shares; 2026Q1: 693 shares 693 $237K 0.01% -190 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,223 shares; 2024Q4: 33,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,355 shares; 2025Q4: 6,523 shares; 2026Q1: 4,280 shares 4,280 $236K 0.01% -2,243 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,206 shares 9,206 $236K 0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,242 shares 2,242 $236K 0.01% new Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 18,344 shares 18,344 $234K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,297 shares; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,325 shares; 2025Q4: 1,381 shares; 2026Q1: 1,278 shares 1,278 $233K <0.01% -103 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,431 shares; 2025Q1: 1,376 shares; 2025Q2: 1,570 shares; 2025Q3: 1,599 shares; 2025Q4: 1,567 shares; 2026Q1: 1,552 shares 1,552 $232K <0.01% -15 Timeline RWM 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: 16,051 shares; 2024Q4: not reported; 2025Q1: 11,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,300 shares 14,300 $232K <0.01% new Timeline IYG 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: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $232K <0.01% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,105 shares 5,105 $232K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 642 shares; 2025Q1: 1,020 shares; 2025Q2: 936 shares; 2025Q3: 891 shares; 2025Q4: 715 shares; 2026Q1: 681 shares 681 $231K <0.01% -34 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,789 shares 12,789 $230K <0.01% new Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,011 shares; 2025Q4: 5,024 shares; 2026Q1: 5,773 shares 5,773 $230K <0.01% +749 Timeline LTPZ 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: 8,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,507 shares 4,507 $230K <0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,124 shares 5,124 $230K <0.01% new Timeline DVOL 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: 6,563 shares; 2025Q3: 6,563 shares; 2025Q4: 6,563 shares; 2026Q1: 6,563 shares 6,563 $227K <0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,199 shares 2,199 $227K <0.01% new Timeline PGX 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: 27,803 shares; 2024Q4: 27,878 shares; 2025Q1: 29,335 shares; 2025Q2: 28,748 shares; 2025Q3: 20,089 shares; 2025Q4: 20,791 shares; 2026Q1: 20,794 shares 20,794 $226K <0.01% +3 Timeline RING 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: 5,407 shares; 2025Q4: 7,886 shares; 2026Q1: 2,862 shares 2,862 $226K <0.01% -5,024 Timeline SEPM 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: 7,092 shares; 2024Q4: 7,092 shares; 2025Q1: 7,092 shares; 2025Q2: 7,092 shares; 2025Q3: 7,092 shares; 2025Q4: 7,092 shares; 2026Q1: 7,092 shares 7,092 $225K <0.01% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,650 shares; 2024Q4: 23,985 shares; 2025Q1: 15,272 shares; 2025Q2: 13,322 shares; 2025Q3: 12,527 shares; 2025Q4: 12,496 shares; 2026Q1: 11,750 shares 11,750 $223K <0.01% -746 Timeline HYGV 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: 13,866 shares; 2024Q4: 11,934 shares; 2025Q1: 6,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,557 shares 5,557 $223K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,464 shares; 2025Q4: not reported; 2026Q1: 10,701 shares 10,701 $222K <0.01% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,308 shares 2,308 $221K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,103 shares; 2025Q4: 1,117 shares; 2026Q1: 1,080 shares 1,080 $220K <0.01% -37 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,816 shares; 2025Q1: 12,925 shares; 2025Q2: 15,027 shares; 2025Q3: 8,384 shares; 2025Q4: 8,384 shares; 2026Q1: 8,411 shares 8,411 $219K <0.01% +27 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,590 shares; 2026Q1: 1,667 shares 1,667 $219K <0.01% +77 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 839 shares; 2026Q1: 820 shares 820 $218K <0.01% -19 Timeline VWOB 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: not reported; 2024Q4: 3,608 shares; 2025Q1: 3,330 shares; 2025Q2: 3,319 shares; 2025Q3: 3,385 shares; 2025Q4: 3,468 shares; 2026Q1: 3,309 shares 3,309 $217K <0.01% -159 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,199 shares; 2025Q3: 8,199 shares; 2025Q4: 8,199 shares; 2026Q1: 8,199 shares 8,199 $216K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 5,405 shares; 2025Q1: 5,185 shares; 2025Q2: 4,052 shares; 2025Q3: 4,312 shares; 2025Q4: 4,088 shares; 2026Q1: 4,010 shares 4,010 $214K <0.01% -78 Timeline ZMAR 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: 7,675 shares 7,675 $212K <0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 1,934 shares; 2025Q1: not reported; 2025Q2: 1,928 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,747 shares 1,747 $212K <0.01% +3 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,382 shares 5,382 $212K <0.01% new Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,640 shares; 2025Q4: 3,076 shares; 2026Q1: 2,895 shares 2,895 $211K <0.01% -181 Timeline IWV 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: 3,634 shares; 2024Q4: 3,344 shares; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $211K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 3,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: 1,121 shares; 2026Q1: 1,003 shares 1,003 $210K <0.01% -118 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,800 shares 21,800 $210K <0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,218 shares; 2026Q1: 2,182 shares 2,182 $209K <0.01% -36 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,426 shares; 2025Q1: not reported; 2025Q2: 3,926 shares; 2025Q3: 3,926 shares; 2025Q4: 3,926 shares; 2026Q1: 3,926 shares 3,926 $209K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 5,616 shares; 2025Q1: 5,723 shares; 2025Q2: 4,565 shares; 2025Q3: 4,236 shares; 2025Q4: not reported; 2026Q1: 4,462 shares 4,462 $209K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,015 shares 3,015 $209K <0.01% new Timeline MGC 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: 1,121 shares; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 880 shares 880 $208K <0.01% -142 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,851 shares 5,851 $208K <0.01% new Timeline IQDG 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: 24,054 shares; 2024Q4: 24,404 shares; 2025Q1: 18,940 shares; 2025Q2: 16,235 shares; 2025Q3: 6,130 shares; 2025Q4: 6,059 shares; 2026Q1: 5,177 shares 5,177 $208K <0.01% -882 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 537 shares; 2025Q1: 489 shares; 2025Q2: 511 shares; 2025Q3: 465 shares; 2025Q4: 457 shares; 2026Q1: 466 shares 466 $207K <0.01% +9 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,109 shares; 2025Q1: 21,313 shares; 2025Q2: 25,872 shares; 2025Q3: 29,969 shares; 2025Q4: 29,415 shares; 2026Q1: 30,111 shares 30,111 $207K <0.01% +696 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 29,577 shares; 2025Q4: 29,136 shares; 2026Q1: 4,000 shares 4,000 $207K <0.01% -25,136 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD 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: 12,495 shares; 2025Q4: not reported; 2026Q1: 13,725 shares 13,725 $206K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434 shares 434 $205K <0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: 3,976 shares; 2026Q1: 2,186 shares 2,186 $205K <0.01% -1,790 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,520 shares 2,520 $204K <0.01% new Timeline IBHG 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: 9,544 shares; 2024Q4: 264,948 shares; 2025Q1: 294,361 shares; 2025Q2: 299,434 shares; 2025Q3: 335,264 shares; 2025Q4: 325,723 shares; 2026Q1: 9,149 shares 9,149 $202K <0.01% -316,574 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,051 shares 3,051 $202K <0.01% new Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,361 shares; 2025Q2: 6,445 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares; 2026Q1: 1,876 shares 1,876 $200K <0.01% +7 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,025 shares; 2025Q4: 13,027 shares; 2026Q1: 12,702 shares 12,702 $200K <0.01% -325 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,069 shares; 2025Q4: 12,835 shares; 2026Q1: 22,853 shares 22,853 $200K <0.01% +10,018 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,148 shares; 2026Q1: 22,192 shares 22,192 $200K <0.01% +11,044 Timeline SNAP SNAP INC More: the full row for SNAP 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: 41,643 shares 41,643 $192K <0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,428 shares; 2025Q4: 144,788 shares; 2026Q1: 23,105 shares 23,105 $191K <0.01% -121,683 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,354 shares; 2024Q4: 15,127 shares; 2025Q1: 15,994 shares; 2025Q2: 15,642 shares; 2025Q3: 15,425 shares; 2025Q4: 14,900 shares; 2026Q1: 11,014 shares 11,014 $190K <0.01% -3,886 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,003 shares; 2024Q4: 26,987 shares; 2025Q1: 29,739 shares; 2025Q2: 24,270 shares; 2025Q3: 21,128 shares; 2025Q4: 18,318 shares; 2026Q1: 18,073 shares 18,073 $184K <0.01% -245 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to 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: 14,621 shares 14,621 $174K <0.01% new Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 14,600 shares; 2026Q1: 10,000 shares 10,000 $171K <0.01% -4,600 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,385 shares; 2025Q4: 28,385 shares; 2026Q1: 28,318 shares 28,318 $170K <0.01% -67 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,433 shares; 2024Q4: 49,157 shares; 2025Q1: 65,258 shares; 2025Q2: 65,916 shares; 2025Q3: 24,016 shares; 2025Q4: 16,689 shares; 2026Q1: 30,794 shares 30,794 $165K <0.01% +14,105 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,993 shares; 2026Q1: 11,335 shares 11,335 $163K <0.01% -4,658 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 45,200 shares; 2025Q3: 45,200 shares; 2025Q4: 45,200 shares; 2026Q1: 45,200 shares 45,200 $157K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,529 shares; 2024Q4: 10,722 shares; 2025Q1: 10,919 shares; 2025Q2: 11,122 shares; 2025Q3: 11,014 shares; 2025Q4: 11,209 shares; 2026Q1: 11,350 shares 11,350 $157K <0.01% +141 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,202 shares; 2024Q4: 77,212 shares; 2025Q1: 77,233 shares; 2025Q2: 78,710 shares; 2025Q3: 78,727 shares; 2025Q4: 78,739 shares; 2026Q1: 78,758 shares 78,758 $150K <0.01% +19 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,418 shares 10,418 $149K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 11,364 shares; 2025Q1: 11,364 shares; 2025Q2: 11,706 shares; 2025Q3: 11,706 shares; 2025Q4: 12,075 shares; 2026Q1: 14,409 shares 14,409 $148K <0.01% +2,334 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,984 shares; 2024Q4: 13,984 shares; 2025Q1: 13,984 shares; 2025Q2: 13,984 shares; 2025Q3: 12,344 shares; 2025Q4: 12,344 shares; 2026Q1: 12,344 shares 12,344 $147K <0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 13,585 shares; 2025Q1: 13,670 shares; 2025Q2: 13,718 shares; 2025Q3: 13,756 shares; 2025Q4: 13,789 shares; 2026Q1: 15,391 shares 15,391 $144K <0.01% +1,602 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,009 shares; 2025Q1: 14,518 shares; 2025Q2: 19,953 shares; 2025Q3: 14,991 shares; 2025Q4: 15,034 shares; 2026Q1: 15,165 shares 15,165 $144K <0.01% +131 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING 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: 21,670 shares; 2026Q1: 21,670 shares 21,670 $144K <0.01% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,326 shares; 2024Q4: 19,728 shares; 2025Q1: 19,775 shares; 2025Q2: 18,254 shares; 2025Q3: 16,894 shares; 2025Q4: 17,229 shares; 2026Q1: 16,894 shares 16,894 $143K <0.01% -335 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,498 shares; 2024Q4: 22,009 shares; 2025Q1: 20,677 shares; 2025Q2: 19,540 shares; 2025Q3: 19,584 shares; 2025Q4: 19,584 shares; 2026Q1: 19,933 shares 19,933 $139K <0.01% +349 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,088 shares 13,088 $136K <0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,336 shares; 2025Q4: 53,549 shares; 2026Q1: 12,104 shares 12,104 $131K <0.01% -41,445 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,065 shares; 2025Q4: not reported; 2026Q1: 14,368 shares 14,368 $130K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,012 shares; 2024Q4: 41,171 shares; 2025Q1: 28,321 shares; 2025Q2: 28,240 shares; 2025Q3: 35,492 shares; 2025Q4: 29,412 shares; 2026Q1: 27,414 shares 27,414 $127K <0.01% -1,998 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,900 shares 10,900 $116K <0.01% new Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $111K <0.01% new Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,036 shares; 2025Q4: 10,094 shares; 2026Q1: 10,343 shares 10,343 $109K <0.01% +249 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,631 shares; 2024Q4: 16,531 shares; 2025Q1: 16,531 shares; 2025Q2: 16,531 shares; 2025Q3: 16,531 shares; 2025Q4: 26,531 shares; 2026Q1: 26,531 shares 26,531 $93.7K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 12,474 shares; 2025Q4: 12,474 shares; 2026Q1: 12,946 shares 12,946 $85.8K <0.01% +472 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,370 shares; 2024Q4: 33,370 shares; 2025Q1: 33,370 shares; 2025Q2: 33,370 shares; 2025Q3: 33,370 shares; 2025Q4: 33,370 shares; 2026Q1: 33,370 shares 33,370 $81.4K <0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,248 shares 10,248 $67.3K <0.01% new Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN 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: 16,496 shares 16,496 $61.2K <0.01% new Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS 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: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $60K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,257 shares; 2025Q4: 20,220 shares; 2026Q1: 20,264 shares 20,264 $59.2K <0.01% +44 Timeline DAIC CID HOLDCO INC More: the full row for CID HOLDCO 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: 269,624 shares; 2025Q4: 269,974 shares; 2026Q1: 269,974 shares 269,974 $46.4K <0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,450 shares; 2024Q4: 16,050 shares; 2025Q1: 16,055 shares; 2025Q2: 16,050 shares; 2025Q3: 16,050 shares; 2025Q4: 16,050 shares; 2026Q1: 16,050 shares 16,050 $40.1K <0.01% 0 Timeline RMTI ROCKWELL MED INC More: the full row for ROCKWELL MED 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: 12,000 shares; 2026Q1: 12,000 shares 12,000 $10.7K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $9.62K <0.01% 0 Timeline EXFY EXPENSIFY INC More: the full row for EXPENSIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $8.7K <0.01% 0 Timeline