FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,887 shares; 2024Q4: 221,359 shares; 2025Q1: 236,906 shares; 2025Q2: 257,106 shares; 2025Q3: 270,744 shares; 2025Q4: 283,385 shares; 2026Q1: 273,726 shares 273,726 $8.43M 0.03% -9,659 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 229,024 shares; 2025Q2: 4,335 shares; 2025Q3: 65 shares; 2025Q4: 496,250 shares; 2026Q1: 841,700 shares 841,700 $8.37M 0.03% +345,450 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: 3,254 shares; 2024Q4: 4,196 shares; 2025Q1: 4,359 shares; 2025Q2: 4,947 shares; 2025Q3: 6,386 shares; 2025Q4: 23,774 shares; 2026Q1: 30,754 shares 30,754 $8.37M 0.03% +6,980 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,115 shares; 2024Q4: 70,992 shares; 2025Q1: 68,931 shares; 2025Q2: 69,157 shares; 2025Q3: 89,219 shares; 2025Q4: 125,494 shares; 2026Q1: 133,997 shares 133,997 $8.28M 0.03% +8,503 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,967 shares; 2024Q4: 47,968 shares; 2025Q1: 56,161 shares; 2025Q2: 64,591 shares; 2025Q3: 74,239 shares; 2025Q4: 82,048 shares; 2026Q1: 77,740 shares 77,740 $8.28M 0.03% -4,308 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,751 shares; 2024Q4: 188,469 shares; 2025Q1: 206,676 shares; 2025Q2: 209,308 shares; 2025Q3: 208,890 shares; 2025Q4: 43,090 shares; 2026Q1: 38,225 shares 38,225 $8.28M 0.03% -4,865 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,014 shares; 2026Q1: 233,646 shares 233,646 $8.22M 0.03% +122,632 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: 95,960 shares; 2024Q4: 101,224 shares; 2025Q1: 127,479 shares; 2025Q2: 56,278 shares; 2025Q3: 54,168 shares; 2025Q4: 77,833 shares; 2026Q1: 82,189 shares 82,189 $8.21M 0.03% +4,356 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,031 shares; 2024Q4: 121,323 shares; 2025Q1: 103,728 shares; 2025Q2: 103,215 shares; 2025Q3: 104,679 shares; 2025Q4: 94,667 shares; 2026Q1: 190,234 shares 190,234 $8.2M 0.03% +95,567 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,704 shares; 2024Q4: 6,787 shares; 2025Q1: 7,021 shares; 2025Q2: 7,952 shares; 2025Q3: 10,010 shares; 2025Q4: 12,401 shares; 2026Q1: 41,652 shares 41,652 $8.2M 0.03% +29,251 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 146,101 shares; 2025Q3: 137,959 shares; 2025Q4: 164,316 shares; 2026Q1: 170,886 shares 170,886 $8.17M 0.03% +6,570 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,959 shares; 2024Q4: 71,614 shares; 2025Q1: 67,133 shares; 2025Q2: 80,269 shares; 2025Q3: 84,804 shares; 2025Q4: 88,186 shares; 2026Q1: 84,951 shares 84,951 $8.12M 0.03% -3,235 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,377 shares; 2024Q4: 68,419 shares; 2025Q1: 69,505 shares; 2025Q2: 67,662 shares; 2025Q3: 70,658 shares; 2025Q4: 67,604 shares; 2026Q1: 60,966 shares 60,966 $8.12M 0.03% -6,638 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,152 shares; 2024Q4: 108,070 shares; 2025Q1: 121,003 shares; 2025Q2: 186,473 shares; 2025Q3: 164,500 shares; 2025Q4: 119,597 shares; 2026Q1: 108,448 shares 108,448 $8.1M 0.03% -11,149 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: 31,520 shares; 2024Q4: 32,604 shares; 2025Q1: 30,574 shares; 2025Q2: 29,911 shares; 2025Q3: 30,978 shares; 2025Q4: 29,819 shares; 2026Q1: 25,755 shares 25,755 $8.08M 0.03% -4,064 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: 65,952 shares; 2024Q4: 62,711 shares; 2025Q1: 65,102 shares; 2025Q2: 66,476 shares; 2025Q3: 110,473 shares; 2025Q4: 89,226 shares; 2026Q1: 101,144 shares 101,144 $8.03M 0.03% +11,918 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: 22,009 shares; 2024Q4: 26,091 shares; 2025Q1: 28,152 shares; 2025Q2: 28,123 shares; 2025Q3: 31,666 shares; 2025Q4: 34,261 shares; 2026Q1: 38,693 shares 38,693 $8.02M 0.03% +4,432 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,714 shares; 2024Q4: 147,195 shares; 2025Q1: 188,376 shares; 2025Q2: 250,253 shares; 2025Q3: 185,348 shares; 2025Q4: 96,705 shares; 2026Q1: 80,720 shares 80,720 $8M 0.03% -15,985 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: 48,693 shares; 2024Q4: 54,845 shares; 2025Q1: 63,099 shares; 2025Q2: 67,142 shares; 2025Q3: 110,503 shares; 2025Q4: 111,867 shares; 2026Q1: 119,931 shares 119,931 $7.93M 0.03% +8,064 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,779 shares; 2024Q4: 236,567 shares; 2025Q1: 166,756 shares; 2025Q2: 166,505 shares; 2025Q3: 172,166 shares; 2025Q4: 155,523 shares; 2026Q1: 162,427 shares 162,427 $7.91M 0.03% +6,904 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,545 shares; 2024Q4: 41,910 shares; 2025Q1: 47,894 shares; 2025Q2: 129,303 shares; 2025Q3: 139,348 shares; 2025Q4: 139,735 shares; 2026Q1: 131,394 shares 131,394 $7.82M 0.03% -8,341 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030,736 shares; 2024Q4: 1,572,636 shares; 2025Q1: 1,495,732 shares; 2025Q2: 1,266,678 shares; 2025Q3: 323,363 shares; 2025Q4: 335,732 shares; 2026Q1: 349,996 shares 349,996 $7.8M 0.03% +14,264 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,974 shares; 2024Q4: 41,277 shares; 2025Q1: 42,255 shares; 2025Q2: 44,097 shares; 2025Q3: 46,042 shares; 2025Q4: 43,624 shares; 2026Q1: 50,266 shares 50,266 $7.8M 0.03% +6,642 Timeline PDP 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: 104,013 shares; 2024Q4: 101,904 shares; 2025Q1: 98,118 shares; 2025Q2: 84,604 shares; 2025Q3: 84,038 shares; 2025Q4: 83,200 shares; 2026Q1: 64,557 shares 64,557 $7.79M 0.03% -18,643 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,019 shares; 2024Q4: 32,341 shares; 2025Q1: 32,382 shares; 2025Q2: 37,277 shares; 2025Q3: 70,355 shares; 2025Q4: 81,385 shares; 2026Q1: 79,764 shares 79,764 $7.79M 0.03% -1,621 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,405 shares; 2024Q4: 34,130 shares; 2025Q1: 79,829 shares; 2025Q2: 79,280 shares; 2025Q3: 91,138 shares; 2025Q4: 92,800 shares; 2026Q1: 93,836 shares 93,836 $7.78M 0.03% +1,036 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 18,082 shares; 2025Q1: 18,889 shares; 2025Q2: 11,775 shares; 2025Q3: 15,158 shares; 2025Q4: 31,018 shares; 2026Q1: 47,263 shares 47,263 $7.73M 0.03% +16,245 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,918 shares; 2025Q1: 1,892 shares; 2025Q2: 2,211 shares; 2025Q3: 2,235 shares; 2025Q4: 8,663 shares; 2026Q1: 14,769 shares 14,769 $7.72M 0.03% +6,106 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: 374,182 shares; 2024Q4: 368,186 shares; 2025Q1: 322,274 shares; 2025Q2: 317,056 shares; 2025Q3: 291,124 shares; 2025Q4: 209,712 shares; 2026Q1: 195,637 shares 195,637 $7.72M 0.03% -14,075 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,099 shares; 2024Q4: 106,637 shares; 2025Q1: 113,247 shares; 2025Q2: 212,812 shares; 2025Q3: 220,447 shares; 2025Q4: 650,638 shares; 2026Q1: 294,833 shares 294,833 $7.7M 0.03% -355,805 Timeline AFOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,028 shares; 2025Q3: 212,028 shares; 2025Q4: 212,255 shares; 2026Q1: 212,255 shares 212,255 $7.67M 0.03% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,841 shares 38,841 $7.66M 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 12,651 shares; 2025Q1: 10,943 shares; 2025Q2: 11,929 shares; 2025Q3: 11,718 shares; 2025Q4: 17,335 shares; 2026Q1: 17,146 shares 17,146 $7.66M 0.03% -189 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,501 shares; 2025Q2: 64,944 shares; 2025Q3: 145,280 shares; 2025Q4: 83,687 shares; 2026Q1: 148,319 shares 148,319 $7.65M 0.03% +64,632 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,323 shares; 2024Q4: 415,168 shares; 2025Q1: 473,663 shares; 2025Q2: 501,412 shares; 2025Q3: 553,667 shares; 2025Q4: 109,476 shares; 2026Q1: 89,721 shares 89,721 $7.65M 0.03% -19,755 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,888 shares; 2024Q4: 13,305 shares; 2025Q1: 12,336 shares; 2025Q2: 12,504 shares; 2025Q3: 19,243 shares; 2025Q4: 20,914 shares; 2026Q1: 20,807 shares 20,807 $7.65M 0.03% -107 Timeline SPHD 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: 125,564 shares; 2024Q4: 128,124 shares; 2025Q1: 114,023 shares; 2025Q2: 115,283 shares; 2025Q3: 119,443 shares; 2025Q4: 120,825 shares; 2026Q1: 153,964 shares 153,964 $7.64M 0.03% +33,139 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,995 shares; 2024Q4: 57,895 shares; 2025Q1: 27,858 shares; 2025Q2: 81,238 shares; 2025Q3: 96,261 shares; 2025Q4: 122,926 shares; 2026Q1: 366,000 shares 366,000 $7.59M 0.03% +243,074 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,834 shares; 2024Q4: 201,369 shares; 2025Q1: 64,665 shares; 2025Q2: 59,627 shares; 2025Q3: 75,948 shares; 2025Q4: 104,507 shares; 2026Q1: 431,872 shares 431,872 $7.59M 0.03% +327,365 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,300 shares; 2024Q4: 38,234 shares; 2025Q1: 36,037 shares; 2025Q2: 32,481 shares; 2025Q3: 29,045 shares; 2025Q4: 22,058 shares; 2026Q1: 23,030 shares 23,030 $7.57M 0.03% +972 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,610 shares; 2024Q4: 37,347 shares; 2025Q1: 40,877 shares; 2025Q2: 40,390 shares; 2025Q3: 32,464 shares; 2025Q4: 40,293 shares; 2026Q1: 38,222 shares 38,222 $7.56M 0.03% -2,071 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,909 shares; 2024Q4: 62,858 shares; 2025Q1: 98,040 shares; 2025Q2: 92,330 shares; 2025Q3: 97,643 shares; 2025Q4: 111,295 shares; 2026Q1: 133,071 shares 133,071 $7.56M 0.03% +21,776 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,094 shares; 2024Q4: 98,188 shares; 2025Q1: 921,393 shares; 2025Q2: 975,708 shares; 2025Q3: 290,528 shares; 2025Q4: 209,301 shares; 2026Q1: 262,810 shares 262,810 $7.55M 0.03% +53,509 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 19,204 shares; 2025Q1: 22,336 shares; 2025Q2: 22,780 shares; 2025Q3: 40,894 shares; 2025Q4: 58,181 shares; 2026Q1: 52,048 shares 52,048 $7.52M 0.03% -6,133 Timeline FDLO 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: 105,192 shares; 2024Q4: 102,526 shares; 2025Q1: 117,894 shares; 2025Q2: 176,211 shares; 2025Q3: 175,181 shares; 2025Q4: 125,636 shares; 2026Q1: 116,064 shares 116,064 $7.5M 0.03% -9,572 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513,785 shares; 2024Q4: 443,915 shares; 2025Q1: 514,983 shares; 2025Q2: 440,360 shares; 2025Q3: 394,753 shares; 2025Q4: 385,612 shares; 2026Q1: 394,212 shares 394,212 $7.47M 0.03% +8,600 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,921 shares; 2025Q2: 9,921 shares; 2025Q3: 9,921 shares; 2025Q4: 9,921 shares; 2026Q1: 272,883 shares 272,883 $7.44M 0.03% +262,962 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 10,157 shares; 2025Q1: 27,862 shares; 2025Q2: 29,158 shares; 2025Q3: 32,314 shares; 2025Q4: 33,307 shares; 2026Q1: 37,473 shares 37,473 $7.39M 0.03% +4,166 Timeline ATFV 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: 15,573 shares; 2025Q3: 16,913 shares; 2025Q4: 18,257 shares; 2026Q1: 234,956 shares 234,956 $7.37M 0.03% +216,699 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,164 shares; 2024Q4: 44,478 shares; 2025Q1: 68,360 shares; 2025Q2: 73,853 shares; 2025Q3: 82,273 shares; 2025Q4: 108,533 shares; 2026Q1: 78,842 shares 78,842 $7.36M 0.03% -29,691 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,775 shares; 2024Q4: 51,324 shares; 2025Q1: 54,630 shares; 2025Q2: 53,058 shares; 2025Q3: 59,142 shares; 2025Q4: 59,318 shares; 2026Q1: 55,559 shares 55,559 $7.34M 0.03% -3,759 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: 873,760 shares; 2024Q4: 784,363 shares; 2025Q1: 564,262 shares; 2025Q2: 310,134 shares; 2025Q3: 167,825 shares; 2025Q4: 197,748 shares; 2026Q1: 163,410 shares 163,410 $7.33M 0.03% -34,338 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,137 shares; 2024Q4: 40,874 shares; 2025Q1: 34,574 shares; 2025Q2: 66,253 shares; 2025Q3: 66,016 shares; 2025Q4: 66,430 shares; 2026Q1: 92,615 shares 92,615 $7.3M 0.03% +26,185 Timeline FTEC 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: 42,312 shares; 2024Q4: 43,674 shares; 2025Q1: 41,850 shares; 2025Q2: 46,150 shares; 2025Q3: 65,117 shares; 2025Q4: 47,412 shares; 2026Q1: 35,018 shares 35,018 $7.29M 0.03% -12,394 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,860 shares; 2024Q4: 49,150 shares; 2025Q1: 50,395 shares; 2025Q2: 62,910 shares; 2025Q3: 70,846 shares; 2025Q4: 77,291 shares; 2026Q1: 73,758 shares 73,758 $7.21M 0.03% -3,533 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,807 shares; 2024Q4: 12,429 shares; 2025Q1: 16,037 shares; 2025Q2: 13,885 shares; 2025Q3: 19,322 shares; 2025Q4: 22,199 shares; 2026Q1: 33,939 shares 33,939 $7.17M 0.03% +11,740 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 5,711 shares; 2025Q1: 11,986 shares; 2025Q2: 13,739 shares; 2025Q3: 13,367 shares; 2025Q4: 14,801 shares; 2026Q1: 10,160 shares 10,160 $7.14M 0.03% -4,641 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,991 shares; 2024Q4: 71,221 shares; 2025Q1: 63,964 shares; 2025Q2: 64,161 shares; 2025Q3: 70,079 shares; 2025Q4: 141,759 shares; 2026Q1: 134,363 shares 134,363 $7.1M 0.03% -7,396 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: 8,873 shares; 2024Q4: 13,697 shares; 2025Q1: 13,745 shares; 2025Q2: 12,961 shares; 2025Q3: 13,155 shares; 2025Q4: 16,806 shares; 2026Q1: 15,896 shares 15,896 $7.06M 0.03% -910 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 97,976 shares; 2025Q3: 144,199 shares; 2025Q4: 226,378 shares; 2026Q1: 284,772 shares 284,772 $7.06M 0.03% +58,394 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,321 shares; 2024Q4: 36,533 shares; 2025Q1: 40,427 shares; 2025Q2: 42,958 shares; 2025Q3: 47,675 shares; 2025Q4: 52,385 shares; 2026Q1: 105,966 shares 105,966 $7.04M 0.03% +53,581 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,335 shares; 2024Q4: 51,763 shares; 2025Q1: 52,113 shares; 2025Q2: 60,355 shares; 2025Q3: 54,826 shares; 2025Q4: 49,928 shares; 2026Q1: 40,910 shares 40,910 $7.04M 0.03% -9,018 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,261 shares; 2025Q1: 9,068 shares; 2025Q2: 9,893 shares; 2025Q3: 15,924 shares; 2025Q4: 18,250 shares; 2026Q1: 22,356 shares 22,356 $7.03M 0.03% +4,106 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: 87,525 shares; 2024Q4: 87,582 shares; 2025Q1: 94,615 shares; 2025Q2: 189,499 shares; 2025Q3: 169,253 shares; 2025Q4: 149,050 shares; 2026Q1: 151,459 shares 151,459 $7.03M 0.03% +2,409 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 13,303 shares; 2025Q1: 12,017 shares; 2025Q2: 16,492 shares; 2025Q3: 13,626 shares; 2025Q4: 17,839 shares; 2026Q1: 19,730 shares 19,730 $7.03M 0.03% +1,891 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,099 shares; 2024Q4: 47,292 shares; 2025Q1: 49,633 shares; 2025Q2: 36,651 shares; 2025Q3: 42,901 shares; 2025Q4: 43,087 shares; 2026Q1: 44,270 shares 44,270 $7.02M 0.03% +1,183 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 13,447 shares; 2025Q1: 12,264 shares; 2025Q2: 9,523 shares; 2025Q3: 21,012 shares; 2025Q4: 74,809 shares; 2026Q1: 67,179 shares 67,179 $6.96M 0.03% -7,630 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,405 shares; 2024Q4: 139,079 shares; 2025Q1: 151,736 shares; 2025Q2: 158,682 shares; 2025Q3: 299,184 shares; 2025Q4: 348,879 shares; 2026Q1: 369,283 shares 369,283 $6.95M 0.03% +20,404 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 3,036 shares; 2025Q1: 735 shares; 2025Q2: 1,061 shares; 2025Q3: 1,141 shares; 2025Q4: 105,012 shares; 2026Q1: 126,264 shares 126,264 $6.94M 0.03% +21,252 Timeline AVUQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,094 shares 122,094 $6.93M 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,691 shares; 2024Q4: 16,539 shares; 2025Q1: 17,443 shares; 2025Q2: 23,501 shares; 2025Q3: 25,371 shares; 2025Q4: 32,618 shares; 2026Q1: 44,032 shares 44,032 $6.92M 0.03% +11,414 Timeline HYS 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: 13,294 shares; 2024Q4: 26,378 shares; 2025Q1: 35,066 shares; 2025Q2: 37,325 shares; 2025Q3: 54,991 shares; 2025Q4: 42,921 shares; 2026Q1: 74,153 shares 74,153 $6.92M 0.02% +31,232 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,536 shares; 2024Q4: 40,519 shares; 2025Q1: 37,218 shares; 2025Q2: 35,248 shares; 2025Q3: 26,605 shares; 2025Q4: 31,831 shares; 2026Q1: 28,433 shares 28,433 $6.91M 0.02% -3,398 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,993 shares; 2024Q4: 42,288 shares; 2025Q1: 40,222 shares; 2025Q2: 39,776 shares; 2025Q3: 38,982 shares; 2025Q4: 77,270 shares; 2026Q1: 93,123 shares 93,123 $6.89M 0.02% +15,853 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,202 shares; 2025Q1: 1,264 shares; 2025Q2: 1,376 shares; 2025Q3: 1,508 shares; 2025Q4: 2,423 shares; 2026Q1: 2,030 shares 2,030 $6.86M 0.02% -393 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,419 shares; 2025Q1: 3,412 shares; 2025Q2: 2,802 shares; 2025Q3: 4,266 shares; 2025Q4: 4,624 shares; 2026Q1: 4,964 shares 4,964 $6.85M 0.02% +340 Timeline GHYB 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: 75,846 shares; 2024Q4: 90,706 shares; 2025Q1: 98,630 shares; 2025Q2: 103,103 shares; 2025Q3: 122,147 shares; 2025Q4: 143,664 shares; 2026Q1: 153,513 shares 153,513 $6.84M 0.02% +9,849 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: 25,363 shares; 2025Q1: 25,072 shares; 2025Q2: 28,444 shares; 2025Q3: 33,033 shares; 2025Q4: 36,608 shares; 2026Q1: 36,507 shares 36,507 $6.81M 0.02% -101 Timeline CDC 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: 49,492 shares; 2024Q4: 47,235 shares; 2025Q1: 44,077 shares; 2025Q2: 41,889 shares; 2025Q3: 90,575 shares; 2025Q4: 98,359 shares; 2026Q1: 95,100 shares 95,100 $6.79M 0.02% -3,259 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: 26,645 shares; 2024Q4: 43,091 shares; 2025Q1: 46,448 shares; 2025Q2: 49,867 shares; 2025Q3: 52,431 shares; 2025Q4: 53,487 shares; 2026Q1: 54,332 shares 54,332 $6.78M 0.02% +845 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 637,624 shares; 2025Q1: 695,444 shares; 2025Q2: 748,010 shares; 2025Q3: 765,157 shares; 2025Q4: 769,279 shares; 2026Q1: 776,865 shares 776,865 $6.73M 0.02% +7,586 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,468 shares; 2024Q4: 107,541 shares; 2025Q1: 22,624 shares; 2025Q2: 21,864 shares; 2025Q3: 67,280 shares; 2025Q4: 75,652 shares; 2026Q1: 97,309 shares 97,309 $6.73M 0.02% +21,657 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 11,257 shares; 2025Q1: 11,531 shares; 2025Q2: 11,547 shares; 2025Q3: 13,520 shares; 2025Q4: 67,017 shares; 2026Q1: 112,088 shares 112,088 $6.72M 0.02% +45,071 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 15,523 shares; 2025Q1: 15,584 shares; 2025Q2: 16,490 shares; 2025Q3: 18,300 shares; 2025Q4: 17,777 shares; 2026Q1: 16,442 shares 16,442 $6.7M 0.02% -1,335 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,084 shares; 2024Q4: 20,955 shares; 2025Q1: 20,925 shares; 2025Q2: 21,096 shares; 2025Q3: 21,325 shares; 2025Q4: 24,999 shares; 2026Q1: 25,096 shares 25,096 $6.68M 0.02% +97 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 15,511 shares; 2025Q1: 15,519 shares; 2025Q2: 17,799 shares; 2025Q3: 19,697 shares; 2025Q4: 20,052 shares; 2026Q1: 139,246 shares 139,246 $6.66M 0.02% +119,194 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,707 shares; 2024Q4: 83,350 shares; 2025Q1: 91,236 shares; 2025Q2: 62,693 shares; 2025Q3: 71,593 shares; 2025Q4: 88,626 shares; 2026Q1: 65,210 shares 65,210 $6.64M 0.02% -23,416 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 4,772 shares; 2025Q1: 5,651 shares; 2025Q2: 4,940 shares; 2025Q3: 4,952 shares; 2025Q4: 4,781 shares; 2026Q1: 3,838 shares 3,838 $6.64M 0.02% -943 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,161 shares; 2024Q4: 94,675 shares; 2025Q1: 94,987 shares; 2025Q2: 172,573 shares; 2025Q3: 384,084 shares; 2025Q4: 335,931 shares; 2026Q1: 385,169 shares 385,169 $6.59M 0.02% +49,238 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,344 shares; 2024Q4: 176,250 shares; 2025Q1: 136,047 shares; 2025Q2: 144,174 shares; 2025Q3: 114,145 shares; 2025Q4: 115,235 shares; 2026Q1: 130,940 shares 130,940 $6.59M 0.02% +15,705 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,329 shares; 2024Q4: 130,451 shares; 2025Q1: 121,793 shares; 2025Q2: 137,647 shares; 2025Q3: 146,538 shares; 2025Q4: 141,930 shares; 2026Q1: 161,442 shares 161,442 $6.55M 0.02% +19,512 Timeline DFAS 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: 126,154 shares; 2024Q4: 113,619 shares; 2025Q1: 113,720 shares; 2025Q2: 100,982 shares; 2025Q3: 98,413 shares; 2025Q4: 93,066 shares; 2026Q1: 91,565 shares 91,565 $6.51M 0.02% -1,501 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,564 shares; 2024Q4: 96,180 shares; 2025Q1: 79,125 shares; 2025Q2: 72,484 shares; 2025Q3: 124,373 shares; 2025Q4: 129,207 shares; 2026Q1: 124,802 shares 124,802 $6.49M 0.02% -4,405 Timeline DFLV 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: 999,999 shares; 2024Q4: 855,266 shares; 2025Q1: 682,123 shares; 2025Q2: 612,943 shares; 2025Q3: 209,100 shares; 2025Q4: 197,246 shares; 2026Q1: 181,585 shares 181,585 $6.48M 0.02% -15,661 Timeline MLPA 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: 65,141 shares; 2024Q4: 75,686 shares; 2025Q1: 82,220 shares; 2025Q2: 89,230 shares; 2025Q3: 100,472 shares; 2025Q4: 110,010 shares; 2026Q1: 119,020 shares 119,020 $6.41M 0.02% +9,010 Timeline QUS 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: 36,972 shares; 2024Q4: 35,426 shares; 2025Q1: 33,932 shares; 2025Q2: 36,337 shares; 2025Q3: 36,579 shares; 2025Q4: 36,532 shares; 2026Q1: 37,355 shares 37,355 $6.41M 0.02% +823 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 497 shares; 2025Q1: 502 shares; 2025Q2: 686 shares; 2025Q3: 546 shares; 2025Q4: 33,875 shares; 2026Q1: 68,498 shares 68,498 $6.41M 0.02% +34,623 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: 57,423 shares; 2024Q4: 56,062 shares; 2025Q1: 63,721 shares; 2025Q2: 108,572 shares; 2025Q3: 124,905 shares; 2025Q4: 124,348 shares; 2026Q1: 70,250 shares 70,250 $6.39M 0.02% -54,098 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 1,298 shares; 2025Q2: 1,321 shares; 2025Q3: 983 shares; 2025Q4: 408 shares; 2026Q1: 51,162 shares 51,162 $6.39M 0.02% +50,754 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: 111,791 shares; 2024Q4: 97,459 shares; 2025Q1: 104,809 shares; 2025Q2: 126,331 shares; 2025Q3: 149,712 shares; 2025Q4: 122,729 shares; 2026Q1: 125,623 shares 125,623 $6.38M 0.02% +2,894 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,205 shares; 2024Q4: 90,402 shares; 2025Q1: 125,702 shares; 2025Q2: 111,853 shares; 2025Q3: 133,261 shares; 2025Q4: 119,410 shares; 2026Q1: 125,347 shares 125,347 $6.37M 0.02% +5,937 Timeline RSPC 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: 13,030 shares; 2025Q1: 41,107 shares; 2025Q2: 166,495 shares; 2025Q3: 165,705 shares; 2025Q4: 165,828 shares; 2026Q1: 170,196 shares 170,196 $6.37M 0.02% +4,368 Timeline DEED 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: 293,896 shares; 2024Q4: 278,330 shares; 2025Q1: 284,801 shares; 2025Q2: 264,017 shares; 2025Q3: 238,896 shares; 2025Q4: 312,276 shares; 2026Q1: 297,690 shares 297,690 $6.35M 0.02% -14,586 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 10,202 shares; 2025Q1: 13,077 shares; 2025Q2: 27,111 shares; 2025Q3: 33,262 shares; 2025Q4: 42,388 shares; 2026Q1: 34,744 shares 34,744 $6.34M 0.02% -7,644 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,274 shares; 2024Q4: 71,266 shares; 2025Q1: 71,126 shares; 2025Q2: 90,931 shares; 2025Q3: 94,371 shares; 2025Q4: 97,635 shares; 2026Q1: 76,811 shares 76,811 $6.33M 0.02% -20,824 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,723 shares; 2024Q4: 58,207 shares; 2025Q1: 67,263 shares; 2025Q2: 69,682 shares; 2025Q3: 78,893 shares; 2025Q4: 111,510 shares; 2026Q1: 134,329 shares 134,329 $6.3M 0.02% +22,819 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,825 shares; 2024Q4: 255,412 shares; 2025Q1: 409,491 shares; 2025Q2: 270,594 shares; 2025Q3: 294,533 shares; 2025Q4: 334,082 shares; 2026Q1: 365,487 shares 365,487 $6.27M 0.02% +31,405 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,285 shares; 2024Q4: 15,278 shares; 2025Q1: 16,585 shares; 2025Q2: 21,213 shares; 2025Q3: 21,237 shares; 2025Q4: 28,151 shares; 2026Q1: 39,775 shares 39,775 $6.26M 0.02% +11,624 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: 119,600 shares; 2024Q4: 112,618 shares; 2025Q1: 95,645 shares; 2025Q2: 102,371 shares; 2025Q3: 104,814 shares; 2025Q4: 100,174 shares; 2026Q1: 88,717 shares 88,717 $6.24M 0.02% -11,457 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 439 shares; 2025Q2: 440 shares; 2025Q3: 5,568 shares; 2025Q4: 54,341 shares; 2026Q1: 52,815 shares 52,815 $6.19M 0.02% -1,526 Timeline SPHY 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: 257,270 shares; 2024Q4: 292,175 shares; 2025Q1: 322,580 shares; 2025Q2: 340,238 shares; 2025Q3: 382,362 shares; 2025Q4: 261,727 shares; 2026Q1: 264,481 shares 264,481 $6.17M 0.02% +2,754 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,681 shares 168,681 $6.15M 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 2,292 shares; 2025Q1: 601 shares; 2025Q2: 3,408 shares; 2025Q3: 10,549 shares; 2025Q4: 15,270 shares; 2026Q1: 20,725 shares 20,725 $6.14M 0.02% +5,455 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,974 shares; 2024Q4: 210,313 shares; 2025Q1: 218,719 shares; 2025Q2: 200,262 shares; 2025Q3: 194,416 shares; 2025Q4: 195,582 shares; 2026Q1: 197,510 shares 197,510 $6.13M 0.02% +1,928 Timeline DIHP 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: 442,419 shares; 2024Q4: 380,673 shares; 2025Q1: 331,083 shares; 2025Q2: 318,748 shares; 2025Q3: 300,112 shares; 2025Q4: 229,327 shares; 2026Q1: 190,283 shares 190,283 $6.13M 0.02% -39,044 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: 4,524 shares; 2024Q4: 7,444 shares; 2025Q1: 7,465 shares; 2025Q2: 7,774 shares; 2025Q3: 7,990 shares; 2025Q4: 36,669 shares; 2026Q1: 37,881 shares 37,881 $6.13M 0.02% +1,212 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: 2,321 shares; 2024Q4: 13,571 shares; 2025Q1: 13,717 shares; 2025Q2: 13,409 shares; 2025Q3: 13,145 shares; 2025Q4: 19,645 shares; 2026Q1: 16,476 shares 16,476 $6.11M 0.02% -3,169 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,623 shares; 2024Q4: 45,802 shares; 2025Q1: 60,064 shares; 2025Q2: 123,537 shares; 2025Q3: 178,959 shares; 2025Q4: 180,042 shares; 2026Q1: 224,262 shares 224,262 $6.09M 0.02% +44,220 Timeline EAGG 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: 32,818 shares; 2024Q4: 84,252 shares; 2025Q1: 65,296 shares; 2025Q2: 77,690 shares; 2025Q3: 85,631 shares; 2025Q4: 89,222 shares; 2026Q1: 127,712 shares 127,712 $6.07M 0.02% +38,490 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,811 shares; 2024Q4: 18,950 shares; 2025Q1: 21,576 shares; 2025Q2: 22,731 shares; 2025Q3: 23,801 shares; 2025Q4: 29,116 shares; 2026Q1: 35,368 shares 35,368 $6.03M 0.02% +6,252 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,464 shares; 2024Q4: 154,925 shares; 2025Q1: 98,153 shares; 2025Q2: 94,934 shares; 2025Q3: 110,304 shares; 2025Q4: 85,361 shares; 2026Q1: 85,027 shares 85,027 $6.03M 0.02% -334 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 32,850 shares; 2025Q1: 33,319 shares; 2025Q2: 41,015 shares; 2025Q3: 55,842 shares; 2025Q4: 212,428 shares; 2026Q1: 241,270 shares 241,270 $6.03M 0.02% +28,842 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,903 shares; 2024Q4: 32,955 shares; 2025Q1: 23,479 shares; 2025Q2: 24,551 shares; 2025Q3: 27,349 shares; 2025Q4: 22,851 shares; 2026Q1: 23,572 shares 23,572 $6M 0.02% +721 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,027 shares; 2024Q4: 55,829 shares; 2025Q1: 82,618 shares; 2025Q2: 106,872 shares; 2025Q3: 98,060 shares; 2025Q4: 103,775 shares; 2026Q1: 64,649 shares 64,649 $5.98M 0.02% -39,126 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: 73,730 shares; 2024Q4: 87,719 shares; 2025Q1: 75,332 shares; 2025Q2: 112,833 shares; 2025Q3: 125,871 shares; 2025Q4: 99,310 shares; 2026Q1: 107,702 shares 107,702 $5.95M 0.02% +8,392 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,849 shares; 2025Q1: 6,310 shares; 2025Q2: 5,566 shares; 2025Q3: 5,975 shares; 2025Q4: 9,120 shares; 2026Q1: 10,951 shares 10,951 $5.93M 0.02% +1,831 Timeline EFAV 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: 65,073 shares; 2024Q4: 60,477 shares; 2025Q1: 59,986 shares; 2025Q2: 62,934 shares; 2025Q3: 66,583 shares; 2025Q4: 68,661 shares; 2026Q1: 64,759 shares 64,759 $5.92M 0.02% -3,902 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,989 shares; 2024Q4: 35,258 shares; 2025Q1: 39,569 shares; 2025Q2: 40,707 shares; 2025Q3: 41,790 shares; 2025Q4: 44,247 shares; 2026Q1: 46,563 shares 46,563 $5.9M 0.02% +2,316 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: 4,430 shares; 2024Q4: 2,800 shares; 2025Q1: 2,040 shares; 2025Q2: 1,938 shares; 2025Q3: 4,032 shares; 2025Q4: 9,920 shares; 2026Q1: 7,610 shares 7,610 $5.88M 0.02% -2,310 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,483 shares; 2024Q4: 42,899 shares; 2025Q1: 42,528 shares; 2025Q2: 69,665 shares; 2025Q3: 70,971 shares; 2025Q4: 105,024 shares; 2026Q1: 80,455 shares 80,455 $5.85M 0.02% -24,569 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,496 shares; 2024Q4: 281,335 shares; 2025Q1: 286,299 shares; 2025Q2: 304,022 shares; 2025Q3: 317,200 shares; 2025Q4: 309,654 shares; 2026Q1: 305,119 shares 305,119 $5.84M 0.02% -4,535 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,822 shares; 2024Q4: 68,377 shares; 2025Q1: 92,845 shares; 2025Q2: 90,793 shares; 2025Q3: 112,448 shares; 2025Q4: 86,719 shares; 2026Q1: 66,991 shares 66,991 $5.8M 0.02% -19,728 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,634 shares; 2024Q4: 90,680 shares; 2025Q1: 94,471 shares; 2025Q2: 176,527 shares; 2025Q3: 191,670 shares; 2025Q4: 202,482 shares; 2026Q1: 115,534 shares 115,534 $5.77M 0.02% -86,948 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536,664 shares; 2026Q1: 579,324 shares 579,324 $5.74M 0.02% +42,660 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 177,592 shares 177,592 $5.71M 0.02% new Timeline UXOC 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: 154,333 shares; 2025Q1: 156,209 shares; 2025Q2: 158,002 shares; 2025Q3: 161,536 shares; 2025Q4: 166,526 shares; 2026Q1: 169,421 shares 169,421 $5.7M 0.02% +2,895 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: 156,397 shares; 2024Q4: 194,903 shares; 2025Q1: 208,446 shares; 2025Q2: 167,898 shares; 2025Q3: 186,024 shares; 2025Q4: 190,337 shares; 2026Q1: 222,736 shares 222,736 $5.69M 0.02% +32,399 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 9,851 shares; 2025Q1: 9,069 shares; 2025Q2: 9,383 shares; 2025Q3: 11,727 shares; 2025Q4: 10,144 shares; 2026Q1: 5,197 shares 5,197 $5.68M 0.02% -4,947 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,614 shares; 2024Q4: 23,761 shares; 2025Q1: 21,525 shares; 2025Q2: 17,997 shares; 2025Q3: 18,812 shares; 2025Q4: 21,245 shares; 2026Q1: 29,799 shares 29,799 $5.65M 0.02% +8,554 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: 5,006 shares; 2024Q4: 7,775 shares; 2025Q1: 6,418 shares; 2025Q2: 7,118 shares; 2025Q3: 6,764 shares; 2025Q4: 27,696 shares; 2026Q1: 44,267 shares 44,267 $5.63M 0.02% +16,571 Timeline CSHI 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: 20,238 shares; 2024Q4: 20,965 shares; 2025Q1: 54,764 shares; 2025Q2: 53,479 shares; 2025Q3: 72,067 shares; 2025Q4: 131,896 shares; 2026Q1: 113,164 shares 113,164 $5.63M 0.02% -18,732 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,937 shares; 2024Q4: 44,637 shares; 2025Q1: 45,974 shares; 2025Q2: 51,802 shares; 2025Q3: 55,660 shares; 2025Q4: 61,791 shares; 2026Q1: 67,088 shares 67,088 $5.61M 0.02% +5,297 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,381 shares; 2024Q4: 97,848 shares; 2025Q1: 97,705 shares; 2025Q2: 99,098 shares; 2025Q3: 101,144 shares; 2025Q4: 90,122 shares; 2026Q1: 89,605 shares 89,605 $5.6M 0.02% -517 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,094 shares; 2024Q4: 164,000 shares; 2025Q1: 195,360 shares; 2025Q2: 286,287 shares; 2025Q3: 328,040 shares; 2025Q4: 322,816 shares; 2026Q1: 402,635 shares 402,635 $5.6M 0.02% +79,819 Timeline PRFD 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: 25,760 shares; 2025Q1: 34,189 shares; 2025Q2: 37,967 shares; 2025Q3: 22,338 shares; 2025Q4: 80,419 shares; 2026Q1: 110,246 shares 110,246 $5.59M 0.02% +29,827 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,253 shares; 2024Q4: 83,515 shares; 2025Q1: 90,663 shares; 2025Q2: 97,412 shares; 2025Q3: 92,077 shares; 2025Q4: 94,554 shares; 2026Q1: 101,137 shares 101,137 $5.58M 0.02% +6,583 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: 42,159 shares; 2024Q4: 52,950 shares; 2025Q1: 64,477 shares; 2025Q2: 58,120 shares; 2025Q3: 89,291 shares; 2025Q4: 101,509 shares; 2026Q1: 108,265 shares 108,265 $5.56M 0.02% +6,756 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 11,381 shares; 2025Q1: 13,912 shares; 2025Q2: 13,746 shares; 2025Q3: 15,224 shares; 2025Q4: 15,621 shares; 2026Q1: 18,964 shares 18,964 $5.55M 0.02% +3,343 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,723 shares; 2024Q4: 23,064 shares; 2025Q1: 24,106 shares; 2025Q2: 24,087 shares; 2025Q3: 27,093 shares; 2025Q4: 27,013 shares; 2026Q1: 27,039 shares 27,039 $5.54M 0.02% +26 Timeline FUMB 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: 611,358 shares; 2024Q4: 672,846 shares; 2025Q1: 655,130 shares; 2025Q2: 650,815 shares; 2025Q3: 672,154 shares; 2025Q4: 660,857 shares; 2026Q1: 273,506 shares 273,506 $5.48M 0.02% -387,351 Timeline IBHF 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: 51,691 shares; 2024Q4: 60,800 shares; 2025Q1: 201,444 shares; 2025Q2: 202,776 shares; 2025Q3: 220,283 shares; 2025Q4: 225,309 shares; 2026Q1: 238,162 shares 238,162 $5.47M 0.02% +12,853 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,670 shares; 2024Q4: 2,383 shares; 2025Q1: 21,074 shares; 2025Q2: 23,915 shares; 2025Q3: 25,436 shares; 2025Q4: 81,407 shares; 2026Q1: 150,000 shares 150,000 $5.43M 0.02% +68,593 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 1,934 shares; 2025Q1: 1,967 shares; 2025Q2: 11,429 shares; 2025Q3: 11,989 shares; 2025Q4: 14,531 shares; 2026Q1: 27,339 shares 27,339 $5.42M 0.02% +12,808 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,634 shares; 2024Q4: 44,810 shares; 2025Q1: 53,119 shares; 2025Q2: 53,956 shares; 2025Q3: 50,455 shares; 2025Q4: 50,772 shares; 2026Q1: 50,755 shares 50,755 $5.41M 0.02% -17 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,046 shares; 2025Q1: 1,168 shares; 2025Q2: 922 shares; 2025Q3: 927 shares; 2025Q4: 837 shares; 2026Q1: 42,468 shares 42,468 $5.4M 0.02% +41,631 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,809 shares; 2024Q4: 52,508 shares; 2025Q1: 51,453 shares; 2025Q2: 55,859 shares; 2025Q3: 59,173 shares; 2025Q4: 69,251 shares; 2026Q1: 92,337 shares 92,337 $5.4M 0.02% +23,086 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 580 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 20,969 shares; 2026Q1: 43,167 shares 43,167 $5.39M 0.02% +22,198 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,210 shares; 2024Q4: 61,820 shares; 2025Q1: 75,413 shares; 2025Q2: 74,353 shares; 2025Q3: 71,965 shares; 2025Q4: 61,963 shares; 2026Q1: 73,462 shares 73,462 $5.38M 0.02% +11,499 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: 18,419 shares; 2024Q4: 17,260 shares; 2025Q1: 15,340 shares; 2025Q2: 14,931 shares; 2025Q3: 19,891 shares; 2025Q4: 30,497 shares; 2026Q1: 25,697 shares 25,697 $5.37M 0.02% -4,800 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 23,505 shares; 2025Q1: 2,386 shares; 2025Q2: 22,943 shares; 2025Q3: 34,579 shares; 2025Q4: 30,802 shares; 2026Q1: 45,341 shares 45,341 $5.36M 0.02% +14,539 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,476 shares; 2024Q4: 204,247 shares; 2025Q1: 237,027 shares; 2025Q2: 236,089 shares; 2025Q3: 233,203 shares; 2025Q4: 237,453 shares; 2026Q1: 235,525 shares 235,525 $5.36M 0.02% -1,928 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: 1,176 shares; 2024Q4: 3,749 shares; 2025Q1: 1,191 shares; 2025Q2: 5,078 shares; 2025Q3: 7,193 shares; 2025Q4: 7,663 shares; 2026Q1: 13,795 shares 13,795 $5.36M 0.02% +6,132 Timeline TAXF 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: 59,045 shares; 2024Q4: 63,977 shares; 2025Q1: 69,522 shares; 2025Q2: 60,299 shares; 2025Q3: 51,204 shares; 2025Q4: 55,178 shares; 2026Q1: 106,977 shares 106,977 $5.35M 0.02% +51,799 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,847 shares; 2024Q4: 28,916 shares; 2025Q1: 6,884 shares; 2025Q2: 11,095 shares; 2025Q3: 41,827 shares; 2025Q4: 34,297 shares; 2026Q1: 40,742 shares 40,742 $5.34M 0.02% +6,445 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 54 shares; 2025Q1: 21,310 shares; 2025Q2: 43,241 shares; 2025Q3: 24,461 shares; 2025Q4: 34,257 shares; 2026Q1: 47,855 shares 47,855 $5.33M 0.02% +13,598 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,346 shares; 2024Q4: 77,016 shares; 2025Q1: 73,530 shares; 2025Q2: 72,211 shares; 2025Q3: 92,014 shares; 2025Q4: 55,651 shares; 2026Q1: 44,959 shares 44,959 $5.33M 0.02% -10,692 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 2,927 shares; 2025Q1: 1,990 shares; 2025Q2: 2,011 shares; 2025Q3: not reported; 2025Q4: 98,275 shares; 2026Q1: 142,865 shares 142,865 $5.31M 0.02% +44,590 Timeline BRTR 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: 112,933 shares; 2025Q4: 144,780 shares; 2026Q1: 105,374 shares 105,374 $5.29M 0.02% -39,406 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: 8,824 shares; 2024Q4: 15,555 shares; 2025Q1: 15,127 shares; 2025Q2: 15,056 shares; 2025Q3: 15,691 shares; 2025Q4: 16,733 shares; 2026Q1: 16,432 shares 16,432 $5.27M 0.02% -301 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: 85,295 shares; 2024Q4: 95,098 shares; 2025Q1: 97,910 shares; 2025Q2: 100,812 shares; 2025Q3: 101,869 shares; 2025Q4: 113,211 shares; 2026Q1: 115,646 shares 115,646 $5.26M 0.02% +2,435 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,374 shares; 2024Q4: 75,812 shares; 2025Q1: 78,700 shares; 2025Q2: 78,393 shares; 2025Q3: 80,009 shares; 2025Q4: 83,253 shares; 2026Q1: 115,684 shares 115,684 $5.26M 0.02% +32,431 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,294 shares; 2025Q1: 2,200 shares; 2025Q2: 2,134 shares; 2025Q3: 2,541 shares; 2025Q4: 3,183 shares; 2026Q1: 4,810 shares 4,810 $5.25M 0.02% +1,627 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,193 shares; 2024Q4: 68,988 shares; 2025Q1: 59,514 shares; 2025Q2: 56,680 shares; 2025Q3: 89,171 shares; 2025Q4: 86,452 shares; 2026Q1: 88,431 shares 88,431 $5.2M 0.02% +1,979 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: 353,640 shares; 2024Q4: 353,682 shares; 2025Q1: 403,003 shares; 2025Q2: 432,079 shares; 2025Q3: 217,064 shares; 2025Q4: 191,618 shares; 2026Q1: 209,895 shares 209,895 $5.2M 0.02% +18,277 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,331 shares; 2024Q4: 21,319 shares; 2025Q1: 20,837 shares; 2025Q2: 20,006 shares; 2025Q3: 16,206 shares; 2025Q4: 14,846 shares; 2026Q1: 102,436 shares 102,436 $5.16M 0.02% +87,590 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,040 shares; 2024Q4: 131,974 shares; 2025Q1: 120,040 shares; 2025Q2: 128,780 shares; 2025Q3: 109,550 shares; 2025Q4: 103,503 shares; 2026Q1: 102,387 shares 102,387 $5.15M 0.02% -1,116 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 6,242 shares; 2025Q1: 8,811 shares; 2025Q2: 7,724 shares; 2025Q3: 25,919 shares; 2025Q4: 24,910 shares; 2026Q1: 24,724 shares 24,724 $5.14M 0.02% -186 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,301 shares; 2024Q4: 172,649 shares; 2025Q1: 135,903 shares; 2025Q2: 115,031 shares; 2025Q3: 115,716 shares; 2025Q4: 106,349 shares; 2026Q1: 89,122 shares 89,122 $5.14M 0.02% -17,227 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,666 shares; 2024Q4: 36,363 shares; 2025Q1: 31,091 shares; 2025Q2: 57,156 shares; 2025Q3: 60,927 shares; 2025Q4: 73,165 shares; 2026Q1: 124,173 shares 124,173 $5.13M 0.02% +51,008 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,068 shares; 2024Q4: 20,068 shares; 2025Q1: 20,068 shares; 2025Q2: 133,533 shares; 2025Q3: 144,277 shares; 2025Q4: 152,207 shares; 2026Q1: 161,786 shares 161,786 $5.12M 0.02% +9,579 Timeline URTH 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 25,404 shares; 2025Q3: 26,327 shares; 2025Q4: 27,853 shares; 2026Q1: 28,424 shares 28,424 $5.12M 0.02% +571 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 9,770 shares; 2025Q1: 24,122 shares; 2025Q2: 23,861 shares; 2025Q3: 26,028 shares; 2025Q4: 15,850 shares; 2026Q1: 24,750 shares 24,750 $5.11M 0.02% +8,900 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: 35,351 shares; 2024Q4: 50,166 shares; 2025Q1: 50,026 shares; 2025Q2: 59,232 shares; 2025Q3: 60,984 shares; 2025Q4: 67,695 shares; 2026Q1: 77,597 shares 77,597 $5.1M 0.02% +9,902 Timeline CFA 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: 345 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,369 shares; 2025Q4: 57,181 shares; 2026Q1: 55,521 shares 55,521 $5.08M 0.02% -1,660 Timeline IGLB 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: 270 shares; 2024Q4: 319 shares; 2025Q1: 4,136 shares; 2025Q2: 95,043 shares; 2025Q3: 100,982 shares; 2025Q4: 100,595 shares; 2026Q1: 102,076 shares 102,076 $5.07M 0.02% +1,481 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,880 shares; 2024Q4: 52,494 shares; 2025Q1: 95,983 shares; 2025Q2: 86,738 shares; 2025Q3: 89,212 shares; 2025Q4: 120,898 shares; 2026Q1: 59,860 shares 59,860 $5.06M 0.02% -61,038 Timeline KWEB 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: 12,668 shares; 2024Q4: 21,041 shares; 2025Q1: 23,424 shares; 2025Q2: 50,481 shares; 2025Q3: 65,275 shares; 2025Q4: 133,661 shares; 2026Q1: 177,811 shares 177,811 $5.06M 0.02% +44,150 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,981 shares; 2024Q4: 26,562 shares; 2025Q1: 27,459 shares; 2025Q2: 30,413 shares; 2025Q3: 32,030 shares; 2025Q4: 33,847 shares; 2026Q1: 37,099 shares 37,099 $5.04M 0.02% +3,252 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,518 shares; 2024Q4: 257,842 shares; 2025Q1: 264,733 shares; 2025Q2: 205,997 shares; 2025Q3: 215,293 shares; 2025Q4: 227,955 shares; 2026Q1: 336,423 shares 336,423 $5.03M 0.02% +108,468 Timeline LGOV 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: 237,980 shares; 2024Q4: 240,934 shares; 2025Q1: 235,829 shares; 2025Q2: 237,046 shares; 2025Q3: 224,775 shares; 2025Q4: 218,811 shares; 2026Q1: 232,984 shares 232,984 $5.03M 0.02% +14,173 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 8,190 shares; 2025Q1: 8,257 shares; 2025Q2: 16,757 shares; 2025Q3: 15,753 shares; 2025Q4: 16,163 shares; 2026Q1: 19,686 shares 19,686 $5M 0.02% +3,523 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,919 shares; 2024Q4: 152,994 shares; 2025Q1: 237,825 shares; 2025Q2: 296,794 shares; 2025Q3: 387,212 shares; 2025Q4: 363,768 shares; 2026Q1: 352,758 shares 352,758 $4.97M 0.02% -11,010 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,696 shares; 2024Q4: 13,502 shares; 2025Q1: 45,126 shares; 2025Q2: 48,982 shares; 2025Q3: 44,975 shares; 2025Q4: 58,749 shares; 2026Q1: 45,821 shares 45,821 $4.96M 0.02% -12,928 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826,641 shares; 2024Q4: 2,066,868 shares; 2025Q1: 1,656,001 shares; 2025Q2: 2,371,792 shares; 2025Q3: 2,145,274 shares; 2025Q4: 1,865,543 shares; 2026Q1: 993,639 shares 993,639 $4.93M 0.02% -871,904 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,076 shares; 2024Q4: 63,783 shares; 2025Q1: 77,311 shares; 2025Q2: 90,964 shares; 2025Q3: 41,090 shares; 2025Q4: 47,793 shares; 2026Q1: 65,884 shares 65,884 $4.91M 0.02% +18,091 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,084 shares; 2024Q4: 22,958 shares; 2025Q1: 33,359 shares; 2025Q2: 38,936 shares; 2025Q3: 40,164 shares; 2025Q4: 39,287 shares; 2026Q1: 148,965 shares 148,965 $4.91M 0.02% +109,678 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 9,024 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,922 shares 110,922 $4.89M 0.02% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,515 shares; 2025Q4: 10,933 shares; 2026Q1: 101,509 shares 101,509 $4.87M 0.02% +90,576 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,106 shares; 2024Q4: 134,143 shares; 2025Q1: 150,193 shares; 2025Q2: 160,412 shares; 2025Q3: 167,836 shares; 2025Q4: 182,333 shares; 2026Q1: 207,553 shares 207,553 $4.86M 0.02% +25,220 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,311 shares; 2024Q4: 88,073 shares; 2025Q1: 65,144 shares; 2025Q2: 65,817 shares; 2025Q3: 128,020 shares; 2025Q4: 117,408 shares; 2026Q1: 98,751 shares 98,751 $4.85M 0.02% -18,657 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: 26,293 shares; 2024Q4: 78,885 shares; 2025Q1: 79,580 shares; 2025Q2: 79,877 shares; 2025Q3: 80,823 shares; 2025Q4: 88,118 shares; 2026Q1: 173,489 shares 173,489 $4.83M 0.02% +85,371 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,140 shares; 2024Q4: 211,200 shares; 2025Q1: 195,528 shares; 2025Q2: 188,522 shares; 2025Q3: 181,639 shares; 2025Q4: 169,055 shares; 2026Q1: 165,989 shares 165,989 $4.83M 0.02% -3,066 Timeline CDX 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: 209,895 shares; 2025Q4: 228,141 shares; 2026Q1: 226,089 shares 226,089 $4.82M 0.02% -2,052 Timeline SFLR 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: 94,982 shares; 2024Q4: 108,207 shares; 2025Q1: 144,200 shares; 2025Q2: 278,721 shares; 2025Q3: 135,630 shares; 2025Q4: 129,287 shares; 2026Q1: 136,113 shares 136,113 $4.82M 0.02% +6,826 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,697 shares; 2024Q4: 135,131 shares; 2025Q1: 155,275 shares; 2025Q2: 165,074 shares; 2025Q3: 170,276 shares; 2025Q4: 182,828 shares; 2026Q1: 203,640 shares 203,640 $4.82M 0.02% +20,812 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,102 shares; 2024Q4: 132,724 shares; 2025Q1: 78,291 shares; 2025Q2: 68,322 shares; 2025Q3: 40,158 shares; 2025Q4: 116,528 shares; 2026Q1: 150,217 shares 150,217 $4.81M 0.02% +33,689 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 14,431 shares; 2025Q1: 49,243 shares; 2025Q2: 54,054 shares; 2025Q3: 67,604 shares; 2025Q4: 38,670 shares; 2026Q1: 37,983 shares 37,983 $4.8M 0.02% -687 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,831 shares; 2024Q4: 7,127 shares; 2025Q1: 7,310 shares; 2025Q2: 9,515 shares; 2025Q3: 13,112 shares; 2025Q4: 28,095 shares; 2026Q1: 62,829 shares 62,829 $4.8M 0.02% +34,734 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,391 shares; 2025Q1: 4,183 shares; 2025Q2: 5,118 shares; 2025Q3: 4,024 shares; 2025Q4: 12,080 shares; 2026Q1: 127,331 shares 127,331 $4.78M 0.02% +115,251 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: 22,294 shares; 2024Q4: 22,818 shares; 2025Q1: 27,090 shares; 2025Q2: 28,518 shares; 2025Q3: 25,514 shares; 2025Q4: 22,397 shares; 2026Q1: 23,716 shares 23,716 $4.78M 0.02% +1,319 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,583 shares; 2024Q4: 38,459 shares; 2025Q1: 32,114 shares; 2025Q2: 46,953 shares; 2025Q3: 51,850 shares; 2025Q4: 59,827 shares; 2026Q1: 60,324 shares 60,324 $4.77M 0.02% +497 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: 34,549 shares; 2024Q4: 34,243 shares; 2025Q1: 24,916 shares; 2025Q2: 24,653 shares; 2025Q3: 24,653 shares; 2025Q4: 118,266 shares; 2026Q1: 116,481 shares 116,481 $4.76M 0.02% -1,785 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: 69,875 shares; 2024Q4: 69,830 shares; 2025Q1: 84,900 shares; 2025Q2: 112,155 shares; 2025Q3: 92,750 shares; 2025Q4: 96,970 shares; 2026Q1: 121,970 shares 121,970 $4.76M 0.02% +25,000 Timeline RPV 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 44,112 shares 44,112 $4.74M 0.02% +44,079 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 23,110 shares; 2025Q1: 24,049 shares; 2025Q2: 76,432 shares; 2025Q3: 80,240 shares; 2025Q4: 86,625 shares; 2026Q1: 82,799 shares 82,799 $4.73M 0.02% -3,826 Timeline IHDG 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: 94,898 shares; 2024Q4: 92,616 shares; 2025Q1: 96,555 shares; 2025Q2: 98,015 shares; 2025Q3: 94,684 shares; 2025Q4: 97,705 shares; 2026Q1: 97,966 shares 97,966 $4.72M 0.02% +261 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,199 shares; 2024Q4: 21,251 shares; 2025Q1: 18,512 shares; 2025Q2: 14,603 shares; 2025Q3: 19,976 shares; 2025Q4: 35,558 shares; 2026Q1: 62,132 shares 62,132 $4.71M 0.02% +26,574 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,986 shares; 2024Q4: 50,281 shares; 2025Q1: 51,361 shares; 2025Q2: 40,072 shares; 2025Q3: 40,879 shares; 2025Q4: 39,802 shares; 2026Q1: 72,428 shares 72,428 $4.69M 0.02% +32,626 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: 27,689 shares; 2024Q4: 20,946 shares; 2025Q1: 20,599 shares; 2025Q2: 20,072 shares; 2025Q3: 59,130 shares; 2025Q4: 65,220 shares; 2026Q1: 62,913 shares 62,913 $4.67M 0.02% -2,307 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,056 shares; 2024Q4: 75,543 shares; 2025Q1: 38,461 shares; 2025Q2: 69,855 shares; 2025Q3: 54,288 shares; 2025Q4: 61,800 shares; 2026Q1: 78,941 shares 78,941 $4.66M 0.02% +17,141 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,186 shares; 2024Q4: 120,799 shares; 2025Q1: 85,463 shares; 2025Q2: 84,763 shares; 2025Q3: 79,194 shares; 2025Q4: 63,301 shares; 2026Q1: 19,891 shares 19,891 $4.65M 0.02% -43,410 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,986 shares; 2024Q4: 15,754 shares; 2025Q1: 13,972 shares; 2025Q2: 12,612 shares; 2025Q3: 13,543 shares; 2025Q4: 16,920 shares; 2026Q1: 17,067 shares 17,067 $4.65M 0.02% +147 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,627 shares; 2024Q4: 33,136 shares; 2025Q1: 33,206 shares; 2025Q2: 41,912 shares; 2025Q3: 34,890 shares; 2025Q4: 43,988 shares; 2026Q1: 101,257 shares 101,257 $4.64M 0.02% +57,269 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,889 shares; 2024Q4: 38,547 shares; 2025Q1: 35,812 shares; 2025Q2: 44,576 shares; 2025Q3: 45,851 shares; 2025Q4: 117,322 shares; 2026Q1: 136,435 shares 136,435 $4.63M 0.02% +19,113 Timeline SMMU 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: 86,642 shares; 2024Q4: 80,820 shares; 2025Q1: 70,713 shares; 2025Q2: 94,843 shares; 2025Q3: 67,179 shares; 2025Q4: 85,797 shares; 2026Q1: 91,780 shares 91,780 $4.63M 0.02% +5,983 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 18,502 shares; 2025Q4: 116,637 shares; 2026Q1: 212,099 shares 212,099 $4.63M 0.02% +95,462 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: 2,657 shares; 2024Q4: 2,742 shares; 2025Q1: 8,825 shares; 2025Q2: 7,468 shares; 2025Q3: 7,654 shares; 2025Q4: 11,919 shares; 2026Q1: 12,133 shares 12,133 $4.61M 0.02% +214 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,446 shares; 2024Q4: 39,429 shares; 2025Q1: 41,810 shares; 2025Q2: 39,632 shares; 2025Q3: 43,253 shares; 2025Q4: 71,478 shares; 2026Q1: 123,524 shares 123,524 $4.6M 0.02% +52,046 Timeline SCHV 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: 26,099 shares; 2024Q4: 84,191 shares; 2025Q1: 92,533 shares; 2025Q2: 98,409 shares; 2025Q3: 150,618 shares; 2025Q4: 150,343 shares; 2026Q1: 150,725 shares 150,725 $4.6M 0.02% +382 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,342 shares; 2025Q1: 137,557 shares; 2025Q2: 148,285 shares; 2025Q3: 156,288 shares; 2025Q4: 171,018 shares; 2026Q1: 199,494 shares 199,494 $4.59M 0.02% +28,476 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 9,853 shares; 2025Q1: 9,704 shares; 2025Q2: 8,730 shares; 2025Q3: 24,978 shares; 2025Q4: 29,451 shares; 2026Q1: 30,554 shares 30,554 $4.58M 0.02% +1,103 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: 550 shares; 2025Q2: 13,468 shares; 2025Q3: 45,086 shares; 2025Q4: 48,424 shares; 2026Q1: 59,155 shares 59,155 $4.58M 0.02% +10,731 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 7,412 shares; 2025Q1: 5,976 shares; 2025Q2: 6,484 shares; 2025Q3: 6,658 shares; 2025Q4: 7,573 shares; 2026Q1: 7,402 shares 7,402 $4.57M 0.02% -171 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,579 shares; 2024Q4: 12,585 shares; 2025Q1: 17,198 shares; 2025Q2: 32,061 shares; 2025Q3: 32,607 shares; 2025Q4: 18,028 shares; 2026Q1: 18,144 shares 18,144 $4.55M 0.02% +116 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,399 shares; 2024Q4: 69,655 shares; 2025Q1: 87,237 shares; 2025Q2: 97,288 shares; 2025Q3: 115,153 shares; 2025Q4: 77,173 shares; 2026Q1: 62,692 shares 62,692 $4.54M 0.02% -14,481 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,950 shares; 2024Q4: 81,269 shares; 2025Q1: 54,093 shares; 2025Q2: 43,708 shares; 2025Q3: 50,517 shares; 2025Q4: 53,251 shares; 2026Q1: 52,334 shares 52,334 $4.53M 0.02% -917 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,900 shares; 2024Q4: 186,644 shares; 2025Q1: 180,058 shares; 2025Q2: 193,825 shares; 2025Q3: 199,355 shares; 2025Q4: 213,138 shares; 2026Q1: 257,974 shares 257,974 $4.52M 0.02% +44,836 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,017 shares; 2024Q4: 41,756 shares; 2025Q1: 43,479 shares; 2025Q2: 46,773 shares; 2025Q3: 48,079 shares; 2025Q4: 83,723 shares; 2026Q1: 97,259 shares 97,259 $4.52M 0.02% +13,536 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,813 shares; 2025Q2: 7,786 shares; 2025Q3: 8,472 shares; 2025Q4: 46,431 shares; 2026Q1: 47,616 shares 47,616 $4.51M 0.02% +1,185 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 23 shares; 2025Q1: 1,891 shares; 2025Q2: 1,831 shares; 2025Q3: 21,615 shares; 2025Q4: 67,510 shares; 2026Q1: 43,381 shares 43,381 $4.5M 0.02% -24,129 Timeline DDFN 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: 204,831 shares; 2026Q1: 236,894 shares 236,894 $4.5M 0.02% +32,063 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,720 shares; 2024Q4: 22,197 shares; 2025Q1: 28,355 shares; 2025Q2: 29,355 shares; 2025Q3: 29,019 shares; 2025Q4: 31,900 shares; 2026Q1: 31,020 shares 31,020 $4.49M 0.02% -880 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,292 shares; 2024Q4: 99,753 shares; 2025Q1: 146,148 shares; 2025Q2: 158,715 shares; 2025Q3: 197,183 shares; 2025Q4: 371,835 shares; 2026Q1: 387,632 shares 387,632 $4.46M 0.02% +15,797 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,347 shares; 2024Q4: 14,601 shares; 2025Q1: 31,143 shares; 2025Q2: 37,034 shares; 2025Q3: 37,420 shares; 2025Q4: 53,329 shares; 2026Q1: 52,477 shares 52,477 $4.45M 0.02% -852 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 13,655 shares; 2025Q1: 13,839 shares; 2025Q2: 15,096 shares; 2025Q3: 22,696 shares; 2025Q4: 26,659 shares; 2026Q1: 26,292 shares 26,292 $4.45M 0.02% -367 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,030 shares; 2024Q4: 169,030 shares; 2025Q1: 169,030 shares; 2025Q2: 169,030 shares; 2025Q3: 142,621 shares; 2025Q4: 107,186 shares; 2026Q1: 187,186 shares 187,186 $4.43M 0.02% +80,000 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO 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: 952,166 shares; 2026Q1: 1,031,112 shares 1,031,112 $4.42M 0.02% +78,946 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: 6,573 shares; 2024Q4: 3,450 shares; 2025Q1: 3,859 shares; 2025Q2: 6,498 shares; 2025Q3: 5,708 shares; 2025Q4: 6,284 shares; 2026Q1: 9,309 shares 9,309 $4.41M 0.02% +3,025 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: 59,927 shares; 2024Q4: 90,730 shares; 2025Q1: 112,245 shares; 2025Q2: 111,678 shares; 2025Q3: 142,603 shares; 2025Q4: 403,042 shares; 2026Q1: 455,485 shares 455,485 $4.38M 0.02% +52,443 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,580 shares; 2025Q4: 160,238 shares; 2026Q1: 140,295 shares 140,295 $4.37M 0.02% -19,943 Timeline EMLC 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: 72,878 shares; 2024Q4: 67,890 shares; 2025Q1: 303,452 shares; 2025Q2: 465,542 shares; 2025Q3: 469,299 shares; 2025Q4: 475,295 shares; 2026Q1: 173,646 shares 173,646 $4.36M 0.02% -301,649 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,103 shares; 2024Q4: 52,774 shares; 2025Q1: 53,892 shares; 2025Q2: 54,219 shares; 2025Q3: 57,344 shares; 2025Q4: 66,951 shares; 2026Q1: 61,624 shares 61,624 $4.36M 0.02% -5,327 Timeline FUTY 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: 37,469 shares; 2024Q4: 54,052 shares; 2025Q1: 63,466 shares; 2025Q2: 64,625 shares; 2025Q3: 64,638 shares; 2025Q4: 68,850 shares; 2026Q1: 73,751 shares 73,751 $4.36M 0.02% +4,901 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,132 shares; 2024Q4: 137,712 shares; 2025Q1: 92,059 shares; 2025Q2: 113,372 shares; 2025Q3: 111,535 shares; 2025Q4: 106,578 shares; 2026Q1: 95,175 shares 95,175 $4.33M 0.02% -11,403 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,830 shares; 2024Q4: 122,219 shares; 2025Q1: 151,395 shares; 2025Q2: 160,743 shares; 2025Q3: 168,226 shares; 2025Q4: 172,804 shares; 2026Q1: 183,173 shares 183,173 $4.33M 0.02% +10,369 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,817 shares; 2024Q4: 30,121 shares; 2025Q1: 38,229 shares; 2025Q2: 41,324 shares; 2025Q3: 24,481 shares; 2025Q4: 106,580 shares; 2026Q1: 82,383 shares 82,383 $4.32M 0.02% -24,197 Timeline JNK 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: 49,994 shares; 2024Q4: 85,357 shares; 2025Q1: 56,340 shares; 2025Q2: 71,831 shares; 2025Q3: 88,839 shares; 2025Q4: 33,167 shares; 2026Q1: 44,980 shares 44,980 $4.31M 0.02% +11,813 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,754 shares; 2024Q4: 41,527 shares; 2025Q1: 45,378 shares; 2025Q2: 43,884 shares; 2025Q3: 47,986 shares; 2025Q4: 44,615 shares; 2026Q1: 57,040 shares 57,040 $4.3M 0.02% +12,425 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 8,635 shares; 2025Q1: 8,745 shares; 2025Q2: 42,669 shares; 2025Q3: 41,852 shares; 2025Q4: 33,034 shares; 2026Q1: 26,977 shares 26,977 $4.28M 0.02% -6,057 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,575 shares; 2024Q4: 35,614 shares; 2025Q1: 50,348 shares; 2025Q2: 34,013 shares; 2025Q3: 34,051 shares; 2025Q4: 85,994 shares; 2026Q1: 96,807 shares 96,807 $4.28M 0.02% +10,813 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,364 shares; 2024Q4: 29,978 shares; 2025Q1: 27,396 shares; 2025Q2: 32,646 shares; 2025Q3: 28,072 shares; 2025Q4: 25,126 shares; 2026Q1: 41,818 shares 41,818 $4.27M 0.02% +16,692 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,808 shares; 2026Q1: 46,850 shares 46,850 $4.26M 0.02% +3,042 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 1,867 shares; 2025Q2: 966 shares; 2025Q3: 14,461 shares; 2025Q4: 26,816 shares; 2026Q1: 31,396 shares 31,396 $4.25M 0.02% +4,580 Timeline FSTA 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: 96,424 shares; 2024Q4: 91,834 shares; 2025Q1: 94,046 shares; 2025Q2: 91,281 shares; 2025Q3: 89,947 shares; 2025Q4: 82,562 shares; 2026Q1: 80,783 shares 80,783 $4.23M 0.02% -1,779 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,920 shares; 2024Q4: 82,266 shares; 2025Q1: 23,843 shares; 2025Q2: 25,212 shares; 2025Q3: 24,827 shares; 2025Q4: 28,004 shares; 2026Q1: 26,544 shares 26,544 $4.22M 0.02% -1,460 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 10,111 shares; 2025Q1: 10,086 shares; 2025Q2: 12,869 shares; 2025Q3: 17,419 shares; 2025Q4: 42,416 shares; 2026Q1: 42,027 shares 42,027 $4.21M 0.02% -389 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 14,970 shares; 2025Q1: 17,670 shares; 2025Q2: 21,739 shares; 2025Q3: 22,760 shares; 2025Q4: 23,884 shares; 2026Q1: 23,319 shares 23,319 $4.2M 0.02% -565 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,019 shares; 2025Q1: 4,151 shares; 2025Q2: 3,955 shares; 2025Q3: 36,166 shares; 2025Q4: 43,063 shares; 2026Q1: 34,923 shares 34,923 $4.17M 0.02% -8,140 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,322 shares; 2024Q4: 220,873 shares; 2025Q1: 212,154 shares; 2025Q2: 267,895 shares; 2025Q3: 234,859 shares; 2025Q4: 341,120 shares; 2026Q1: 360,824 shares 360,824 $4.16M 0.02% +19,704 Timeline ACEP EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237,844 shares; 2026Q1: 237,915 shares 237,915 $4.15M 0.01% +71 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,939 shares; 2024Q4: 19,203 shares; 2025Q1: 18,986 shares; 2025Q2: 22,488 shares; 2025Q3: 17,782 shares; 2025Q4: 58,715 shares; 2026Q1: 69,954 shares 69,954 $4.13M 0.01% +11,239 Timeline ICOW 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: 75,278 shares; 2024Q4: 79,144 shares; 2025Q1: 72,280 shares; 2025Q2: 72,426 shares; 2025Q3: 72,988 shares; 2025Q4: 125,205 shares; 2026Q1: 97,291 shares 97,291 $4.13M 0.01% -27,914 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 47,848 shares 47,848 $4.12M 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,479 shares; 2024Q4: 88,895 shares; 2025Q1: 95,786 shares; 2025Q2: 109,313 shares; 2025Q3: 119,129 shares; 2025Q4: 93,044 shares; 2026Q1: 65,461 shares 65,461 $4.11M 0.01% -27,583 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 195,958 shares; 2025Q3: 151,301 shares; 2025Q4: 296,536 shares; 2026Q1: 220,814 shares 220,814 $4.1M 0.01% -75,722 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 12,247 shares; 2025Q1: 9,726 shares; 2025Q2: 10,312 shares; 2025Q3: 21,147 shares; 2025Q4: 25,955 shares; 2026Q1: 28,261 shares 28,261 $4.09M 0.01% +2,306 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,953 shares; 2024Q4: 11,451 shares; 2025Q1: 15,631 shares; 2025Q2: 17,472 shares; 2025Q3: 15,435 shares; 2025Q4: 13,134 shares; 2026Q1: 17,086 shares 17,086 $4.07M 0.01% +3,952 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,845 shares; 2024Q4: 142,242 shares; 2025Q1: 151,130 shares; 2025Q2: 26,149 shares; 2025Q3: 18,626 shares; 2025Q4: 17,452 shares; 2026Q1: 14,999 shares 14,999 $4.06M 0.01% -2,453 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 2,123 shares; 2025Q1: 1,382 shares; 2025Q2: 1,468 shares; 2025Q3: 3,423 shares; 2025Q4: 5,636 shares; 2026Q1: 9,303 shares 9,303 $4.06M 0.01% +3,667 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,231 shares; 2024Q4: 89,231 shares; 2025Q1: 104,358 shares; 2025Q2: 111,971 shares; 2025Q3: 112,513 shares; 2025Q4: 101,614 shares; 2026Q1: 118,911 shares 118,911 $4.04M 0.01% +17,297 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,400 shares; 2024Q4: 41,709 shares; 2025Q1: 75,320 shares; 2025Q2: 89,676 shares; 2025Q3: 117,574 shares; 2025Q4: 135,116 shares; 2026Q1: 58,235 shares 58,235 $4.04M 0.01% -76,881 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,933 shares; 2024Q4: 31,584 shares; 2025Q1: 39,597 shares; 2025Q2: 52,428 shares; 2025Q3: 53,777 shares; 2025Q4: 76,586 shares; 2026Q1: 78,765 shares 78,765 $4.04M 0.01% +2,179 Timeline FESM 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: 105,924 shares; 2025Q2: 94,046 shares; 2025Q3: 93,555 shares; 2025Q4: 99,498 shares; 2026Q1: 105,938 shares 105,938 $4.03M 0.01% +6,440 Timeline NULG 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: 52,136 shares; 2024Q4: 48,134 shares; 2025Q1: 42,000 shares; 2025Q2: 52,608 shares; 2025Q3: 50,159 shares; 2025Q4: 46,284 shares; 2026Q1: 43,735 shares 43,735 $3.98M 0.01% -2,549 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,800 shares; 2024Q4: 17,245 shares; 2025Q1: 42,456 shares; 2025Q2: 41,683 shares; 2025Q3: 39,240 shares; 2025Q4: 45,435 shares; 2026Q1: 27,188 shares 27,188 $3.97M 0.01% -18,247 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,575 shares; 2024Q4: 64,852 shares; 2025Q1: 68,931 shares; 2025Q2: 48,084 shares; 2025Q3: 69,458 shares; 2025Q4: 68,699 shares; 2026Q1: 61,883 shares 61,883 $3.97M 0.01% -6,816 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 9,832 shares; 2025Q2: 13,198 shares; 2025Q3: 14,761 shares; 2025Q4: 21,965 shares; 2026Q1: 29,332 shares 29,332 $3.97M 0.01% +7,367 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 546 shares; 2025Q1: 388 shares; 2025Q2: 84,870 shares; 2025Q3: 90,587 shares; 2025Q4: 84,302 shares; 2026Q1: 98,591 shares 98,591 $3.97M 0.01% +14,289 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,612 shares; 2024Q4: 333,397 shares; 2025Q1: 337,379 shares; 2025Q2: 260,955 shares; 2025Q3: 332,836 shares; 2025Q4: 317,785 shares; 2026Q1: 291,934 shares 291,934 $3.95M 0.01% -25,851 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,124 shares; 2024Q4: 337,368 shares; 2025Q1: 295,270 shares; 2025Q2: 292,247 shares; 2025Q3: 292,069 shares; 2025Q4: 291,012 shares; 2026Q1: 252,180 shares 252,180 $3.95M 0.01% -38,832 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: 31,083 shares; 2024Q4: 39,067 shares; 2025Q1: 59,754 shares; 2025Q2: 51,322 shares; 2025Q3: 71,801 shares; 2025Q4: 80,378 shares; 2026Q1: 80,181 shares 80,181 $3.93M 0.01% -197 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,515 shares; 2024Q4: 291,719 shares; 2025Q1: 298,378 shares; 2025Q2: 316,440 shares; 2025Q3: 316,611 shares; 2025Q4: 354,023 shares; 2026Q1: 428,949 shares 428,949 $3.92M 0.01% +74,926 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,977 shares; 2025Q4: 130,074 shares; 2026Q1: 136,159 shares 136,159 $3.86M 0.01% +6,085 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,242 shares; 2024Q4: 105,282 shares; 2025Q1: 79,828 shares; 2025Q2: 80,410 shares; 2025Q3: 72,405 shares; 2025Q4: 38,253 shares; 2026Q1: 115,165 shares 115,165 $3.86M 0.01% +76,912 Timeline TIP 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: 57,079 shares; 2024Q4: 33,032 shares; 2025Q1: 32,190 shares; 2025Q2: 33,907 shares; 2025Q3: 35,747 shares; 2025Q4: 45,815 shares; 2026Q1: 34,738 shares 34,738 $3.83M 0.01% -11,077 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,103 shares; 2024Q4: 91,313 shares; 2025Q1: 112,381 shares; 2025Q2: 124,765 shares; 2025Q3: 128,274 shares; 2025Q4: 110,229 shares; 2026Q1: 153,553 shares 153,553 $3.83M 0.01% +43,324 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 18,581 shares; 2025Q1: 19,587 shares; 2025Q2: 19,154 shares; 2025Q3: 31,789 shares; 2025Q4: 58,225 shares; 2026Q1: 76,264 shares 76,264 $3.82M 0.01% +18,039 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: 1,425 shares; 2024Q4: 1,489 shares; 2025Q1: 816 shares; 2025Q2: 2,064 shares; 2025Q3: 2,045 shares; 2025Q4: 3,286 shares; 2026Q1: 3,297 shares 3,297 $3.82M 0.01% +11 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,578 shares 37,578 $3.79M 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 14,398 shares; 2025Q1: 14,249 shares; 2025Q2: 16,417 shares; 2025Q3: 18,068 shares; 2025Q4: 18,772 shares; 2026Q1: 17,760 shares 17,760 $3.77M 0.01% -1,012 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,204 shares; 2024Q4: 101,084 shares; 2025Q1: 116,761 shares; 2025Q2: 104,546 shares; 2025Q3: 412,275 shares; 2025Q4: 442,419 shares; 2026Q1: 433,910 shares 433,910 $3.76M 0.01% -8,509 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,630 shares; 2024Q4: 75,775 shares; 2025Q1: 88,824 shares; 2025Q2: 87,558 shares; 2025Q3: 91,329 shares; 2025Q4: 90,777 shares; 2026Q1: 93,287 shares 93,287 $3.74M 0.01% +2,510 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 8,463 shares; 2025Q1: 9,479 shares; 2025Q2: 11,683 shares; 2025Q3: 12,218 shares; 2025Q4: 13,501 shares; 2026Q1: 16,638 shares 16,638 $3.74M 0.01% +3,137 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,838 shares; 2024Q4: 36,796 shares; 2025Q1: 37,438 shares; 2025Q2: 731,208 shares; 2025Q3: 64,333 shares; 2025Q4: 65,329 shares; 2026Q1: 77,501 shares 77,501 $3.73M 0.01% +12,172 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,006 shares; 2024Q4: 70,736 shares; 2025Q1: 72,046 shares; 2025Q2: 66,144 shares; 2025Q3: 70,229 shares; 2025Q4: 78,146 shares; 2026Q1: 81,963 shares 81,963 $3.73M 0.01% +3,817 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,265 shares; 2025Q1: 1,299 shares; 2025Q2: 2,852 shares; 2025Q3: 3,136 shares; 2025Q4: 2,968 shares; 2026Q1: 16,543 shares 16,543 $3.73M 0.01% +13,575 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,761 shares; 2024Q4: 55,656 shares; 2025Q1: 79,597 shares; 2025Q2: 87,161 shares; 2025Q3: 117,837 shares; 2025Q4: 138,652 shares; 2026Q1: 141,211 shares 141,211 $3.71M 0.01% +2,559 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,728 shares; 2024Q4: 173,268 shares; 2025Q1: 201,010 shares; 2025Q2: 166,979 shares; 2025Q3: 193,873 shares; 2025Q4: 228,199 shares; 2026Q1: 39,874 shares 39,874 $3.7M 0.01% -188,325 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,186 shares; 2026Q1: 73,435 shares 73,435 $3.7M 0.01% +32,249 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: 55,652 shares; 2024Q4: 57,199 shares; 2025Q1: 166,888 shares; 2025Q2: 132,171 shares; 2025Q3: 140,502 shares; 2025Q4: 152,907 shares; 2026Q1: 166,920 shares 166,920 $3.69M 0.01% +14,013 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,825 shares; 2025Q1: 52,483 shares; 2025Q2: 37,925 shares; 2025Q3: 38,912 shares; 2025Q4: 43,123 shares; 2026Q1: 72,698 shares 72,698 $3.69M 0.01% +29,575 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 4,967 shares; 2025Q1: 10,193 shares; 2025Q2: 4,230 shares; 2025Q3: 27,916 shares; 2025Q4: 32,357 shares; 2026Q1: 29,102 shares 29,102 $3.68M 0.01% -3,255 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 58,989 shares 58,989 $3.68M 0.01% +58,980 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,444 shares; 2024Q4: 65,822 shares; 2025Q1: 59,838 shares; 2025Q2: 58,859 shares; 2025Q3: 66,776 shares; 2025Q4: 55,950 shares; 2026Q1: 56,645 shares 56,645 $3.68M 0.01% +695 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,056 shares; 2024Q4: 27,020 shares; 2025Q1: 25,679 shares; 2025Q2: 27,320 shares; 2025Q3: 25,490 shares; 2025Q4: 22,743 shares; 2026Q1: 146,925 shares 146,925 $3.68M 0.01% +124,182 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801,141 shares; 2024Q4: 835,241 shares; 2025Q1: 342,250 shares; 2025Q2: 360,156 shares; 2025Q3: 163,991 shares; 2025Q4: 172,182 shares; 2026Q1: 160,108 shares 160,108 $3.67M 0.01% -12,074 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,483 shares; 2024Q4: 29,898 shares; 2025Q1: 33,971 shares; 2025Q2: 501 shares; 2025Q3: 5,532 shares; 2025Q4: 178 shares; 2026Q1: 61,829 shares 61,829 $3.67M 0.01% +61,651 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,747 shares; 2024Q4: 52,756 shares; 2025Q1: 49,887 shares; 2025Q2: 50,193 shares; 2025Q3: 51,301 shares; 2025Q4: 37,911 shares; 2026Q1: 36,654 shares 36,654 $3.66M 0.01% -1,257 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 249 shares; 2025Q2: 5,141 shares; 2025Q3: 4,681 shares; 2025Q4: 4,658 shares; 2026Q1: 45,935 shares 45,935 $3.64M 0.01% +41,277 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,512 shares; 2024Q4: 23,040 shares; 2025Q1: 21,831 shares; 2025Q2: 35,447 shares; 2025Q3: 45,743 shares; 2025Q4: 51,933 shares; 2026Q1: 50,912 shares 50,912 $3.63M 0.01% -1,021 Timeline SKYY 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: 25,157 shares; 2024Q4: 26,556 shares; 2025Q1: 25,992 shares; 2025Q2: 30,644 shares; 2025Q3: 31,862 shares; 2025Q4: 34,427 shares; 2026Q1: 33,204 shares 33,204 $3.63M 0.01% -1,223 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,116 shares; 2024Q4: 42,297 shares; 2025Q1: 44,639 shares; 2025Q2: 46,407 shares; 2025Q3: 39,376 shares; 2025Q4: 38,343 shares; 2026Q1: 59,390 shares 59,390 $3.63M 0.01% +21,047 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,121 shares; 2024Q4: 56,320 shares; 2025Q1: 123,478 shares; 2025Q2: 154,812 shares; 2025Q3: 157,770 shares; 2025Q4: 94,543 shares; 2026Q1: 90,563 shares 90,563 $3.63M 0.01% -3,980 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,120 shares; 2024Q4: 105,042 shares; 2025Q1: 85,625 shares; 2025Q2: 87,097 shares; 2025Q3: 93,860 shares; 2025Q4: 104,374 shares; 2026Q1: 155,872 shares 155,872 $3.61M 0.01% +51,498 Timeline CDL 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: 1,044 shares; 2024Q4: 989 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 43,845 shares; 2025Q4: 50,065 shares; 2026Q1: 48,385 shares 48,385 $3.61M 0.01% -1,680 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,615 shares; 2026Q1: 68,033 shares 68,033 $3.6M 0.01% -64,582 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,566 shares; 2025Q3: 40,603 shares; 2025Q4: 42,124 shares; 2026Q1: 67,603 shares 67,603 $3.57M 0.01% +25,479 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 9,216 shares; 2025Q1: 12,683 shares; 2025Q2: 13,315 shares; 2025Q3: 17,155 shares; 2025Q4: 17,719 shares; 2026Q1: 20,404 shares 20,404 $3.56M 0.01% +2,685 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,223 shares; 2024Q4: 63,605 shares; 2025Q1: 61,158 shares; 2025Q2: 61,892 shares; 2025Q3: 76,256 shares; 2025Q4: 81,351 shares; 2026Q1: 72,926 shares 72,926 $3.55M 0.01% -8,425 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,958 shares; 2024Q4: 7,207 shares; 2025Q1: 10,785 shares; 2025Q2: 46,170 shares; 2025Q3: 7,449 shares; 2025Q4: 49,363 shares; 2026Q1: 83,615 shares 83,615 $3.55M 0.01% +34,252 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: 11,832 shares; 2024Q4: 13,802 shares; 2025Q1: 12,924 shares; 2025Q2: 14,224 shares; 2025Q3: 14,077 shares; 2025Q4: 12,621 shares; 2026Q1: 12,623 shares 12,623 $3.55M 0.01% +2 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 17,694 shares; 2025Q1: 18,621 shares; 2025Q2: 17,143 shares; 2025Q3: 27,407 shares; 2025Q4: 35,048 shares; 2026Q1: 30,162 shares 30,162 $3.53M 0.01% -4,886 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 875 shares; 2025Q2: 125 shares; 2025Q3: 593 shares; 2025Q4: 19,259 shares; 2026Q1: 13,052 shares 13,052 $3.53M 0.01% -6,207 Timeline SCHO 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: 64,022 shares; 2024Q4: 58,794 shares; 2025Q1: 122,860 shares; 2025Q2: 98,137 shares; 2025Q3: 101,321 shares; 2025Q4: 128,888 shares; 2026Q1: 145,087 shares 145,087 $3.52M 0.01% +16,199 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: 254,580 shares; 2024Q4: 248,080 shares; 2025Q1: 152,193 shares; 2025Q2: 157,595 shares; 2025Q3: 160,896 shares; 2025Q4: 127,704 shares; 2026Q1: 103,376 shares 103,376 $3.52M 0.01% -24,328 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,928 shares; 2024Q4: 31,196 shares; 2025Q1: 29,138 shares; 2025Q2: 28,693 shares; 2025Q3: 28,874 shares; 2025Q4: 29,089 shares; 2026Q1: 29,366 shares 29,366 $3.51M 0.01% +277 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 21,176 shares; 2026Q1: 49,995 shares 49,995 $3.49M 0.01% +28,819 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,141 shares; 2024Q4: 14,279 shares; 2025Q1: 19,304 shares; 2025Q2: 16,903 shares; 2025Q3: 22,466 shares; 2025Q4: 27,471 shares; 2026Q1: 17,191 shares 17,191 $3.49M 0.01% -10,280 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,729 shares; 2024Q4: 34,360 shares; 2025Q1: 34,106 shares; 2025Q2: 34,158 shares; 2025Q3: 33,842 shares; 2025Q4: 36,045 shares; 2026Q1: 39,422 shares 39,422 $3.49M 0.01% +3,377 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,938 shares; 2024Q4: 328,568 shares; 2025Q1: 368,948 shares; 2025Q2: 387,950 shares; 2025Q3: 375,845 shares; 2025Q4: 329,474 shares; 2026Q1: 61,984 shares 61,984 $3.48M 0.01% -267,490 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,046 shares; 2024Q4: 47,996 shares; 2025Q1: 55,189 shares; 2025Q2: 56,838 shares; 2025Q3: 52,311 shares; 2025Q4: 43,731 shares; 2026Q1: 42,406 shares 42,406 $3.43M 0.01% -1,325 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 11,817 shares; 2025Q1: 11,491 shares; 2025Q2: 11,935 shares; 2025Q3: 15,087 shares; 2025Q4: 16,456 shares; 2026Q1: 16,465 shares 16,465 $3.43M 0.01% +9 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 223,128 shares 223,128 $3.41M 0.01% +223,026 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,861 shares; 2025Q2: 14,862 shares; 2025Q3: 16,246 shares; 2025Q4: 15,320 shares; 2026Q1: 32,523 shares 32,523 $3.41M 0.01% +17,203 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,838 shares; 2024Q4: 13,887 shares; 2025Q1: 16,719 shares; 2025Q2: 15,280 shares; 2025Q3: 12,446 shares; 2025Q4: 25,960 shares; 2026Q1: 45,069 shares 45,069 $3.4M 0.01% +19,109 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,868 shares; 2024Q4: 29,153 shares; 2025Q1: 53,366 shares; 2025Q2: 48,748 shares; 2025Q3: 51,610 shares; 2025Q4: 56,160 shares; 2026Q1: 87,750 shares 87,750 $3.4M 0.01% +31,590 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,407 shares; 2024Q4: 31,303 shares; 2025Q1: 31,455 shares; 2025Q2: 30,892 shares; 2025Q3: 31,587 shares; 2025Q4: 42,780 shares; 2026Q1: 40,574 shares 40,574 $3.4M 0.01% -2,206 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,266 shares; 2024Q4: 45,689 shares; 2025Q1: 204,303 shares; 2025Q2: 256,538 shares; 2025Q3: 260,621 shares; 2025Q4: 108,066 shares; 2026Q1: 98,633 shares 98,633 $3.39M 0.01% -9,433 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287,673 shares; 2026Q1: 377,334 shares 377,334 $3.38M 0.01% +89,661 Timeline RTH 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 13,237 shares; 2025Q4: 14,622 shares; 2026Q1: 13,467 shares 13,467 $3.38M 0.01% -1,155 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,935 shares; 2024Q4: 276,467 shares; 2025Q1: 132,188 shares; 2025Q2: 116,095 shares; 2025Q3: 78,530 shares; 2025Q4: 63,959 shares; 2026Q1: 62,539 shares 62,539 $3.38M 0.01% -1,420 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,759 shares; 2024Q4: 129,938 shares; 2025Q1: 123,063 shares; 2025Q2: 104,691 shares; 2025Q3: 103,943 shares; 2025Q4: 94,302 shares; 2026Q1: 92,426 shares 92,426 $3.37M 0.01% -1,876 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,574 shares; 2024Q4: 62,673 shares; 2025Q1: 65,978 shares; 2025Q2: 90,344 shares; 2025Q3: 99,932 shares; 2025Q4: 104,250 shares; 2026Q1: 117,043 shares 117,043 $3.36M 0.01% +12,793 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: 2,382 shares; 2025Q2: 6,890 shares; 2025Q3: 52,887 shares; 2025Q4: 67,271 shares; 2026Q1: 67,659 shares 67,659 $3.36M 0.01% +388 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,014 shares; 2026Q1: 115,913 shares 115,913 $3.36M 0.01% +9,899 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: 36,913 shares; 2024Q4: 38,319 shares; 2025Q1: 39,791 shares; 2025Q2: 41,081 shares; 2025Q3: 39,064 shares; 2025Q4: 37,656 shares; 2026Q1: 36,460 shares 36,460 $3.36M 0.01% -1,196 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: 16,378 shares; 2024Q4: 18,378 shares; 2025Q1: 20,477 shares; 2025Q2: 22,287 shares; 2025Q3: 31,471 shares; 2025Q4: 32,097 shares; 2026Q1: 27,795 shares 27,795 $3.36M 0.01% -4,302 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,458 shares; 2024Q4: 48,928 shares; 2025Q1: 45,076 shares; 2025Q2: 45,650 shares; 2025Q3: 86,934 shares; 2025Q4: 225,299 shares; 2026Q1: 351,113 shares 351,113 $3.34M 0.01% +125,814 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,769 shares; 2024Q4: 133,365 shares; 2025Q1: 151,245 shares; 2025Q2: 157,151 shares; 2025Q3: 163,804 shares; 2025Q4: 171,921 shares; 2026Q1: 174,104 shares 174,104 $3.34M 0.01% +2,183 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,523 shares; 2024Q4: 66,372 shares; 2025Q1: 59,665 shares; 2025Q2: 55,549 shares; 2025Q3: 56,313 shares; 2025Q4: 55,977 shares; 2026Q1: 50,909 shares 50,909 $3.33M 0.01% -5,068 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,506 shares; 2024Q4: 79,692 shares; 2025Q1: 78,750 shares; 2025Q2: 75,251 shares; 2025Q3: 72,522 shares; 2025Q4: 67,677 shares; 2026Q1: 62,314 shares 62,314 $3.32M 0.01% -5,363 Timeline LQTI 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: 53,510 shares; 2026Q1: 169,582 shares 169,582 $3.32M 0.01% +116,072 Timeline COWG 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: 792 shares; 2025Q1: 28,047 shares; 2025Q2: 173,159 shares; 2025Q3: 179,891 shares; 2025Q4: 120,799 shares; 2026Q1: 97,742 shares 97,742 $3.3M 0.01% -23,057 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 9,686 shares; 2025Q1: 6,239 shares; 2025Q2: 6,398 shares; 2025Q3: 6,494 shares; 2025Q4: 8,683 shares; 2026Q1: 67,265 shares 67,265 $3.28M 0.01% +58,582 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,633 shares; 2024Q4: 120,710 shares; 2025Q1: 177,823 shares; 2025Q2: 175,177 shares; 2025Q3: 173,876 shares; 2025Q4: 219,905 shares; 2026Q1: 151,479 shares 151,479 $3.28M 0.01% -68,426 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,003 shares; 2024Q4: 19,349 shares; 2025Q1: 23,405 shares; 2025Q2: 73,292 shares; 2025Q3: 45,009 shares; 2025Q4: 45,283 shares; 2026Q1: 46,550 shares 46,550 $3.26M 0.01% +1,267 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,704 shares; 2024Q4: 144,052 shares; 2025Q1: 144,986 shares; 2025Q2: 155,531 shares; 2025Q3: 155,793 shares; 2025Q4: 131,970 shares; 2026Q1: 131,313 shares 131,313 $3.26M 0.01% -657 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,189 shares; 2024Q4: 40,714 shares; 2025Q1: 40,228 shares; 2025Q2: 51,128 shares; 2025Q3: 123,194 shares; 2025Q4: 70,323 shares; 2026Q1: 57,520 shares 57,520 $3.24M 0.01% -12,803 Timeline PSLV 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: 40,428 shares; 2024Q4: 55,107 shares; 2025Q1: 67,917 shares; 2025Q2: 103,898 shares; 2025Q3: 121,118 shares; 2025Q4: 123,143 shares; 2026Q1: 132,614 shares 132,614 $3.23M 0.01% +9,471 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: 16,082 shares; 2024Q4: 18,125 shares; 2025Q1: 18,971 shares; 2025Q2: 57,665 shares; 2025Q3: 59,078 shares; 2025Q4: 55,150 shares; 2026Q1: 49,549 shares 49,549 $3.23M 0.01% -5,601 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: 47,971 shares; 2025Q3: 152,155 shares; 2025Q4: 123,911 shares; 2026Q1: 97,786 shares 97,786 $3.23M 0.01% -26,125 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,169 shares; 2025Q2: 17,167 shares; 2025Q3: 71,321 shares; 2025Q4: 52,616 shares; 2026Q1: 63,666 shares 63,666 $3.23M 0.01% +11,050 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,859 shares; 2024Q4: 13,182 shares; 2025Q1: 23,800 shares; 2025Q2: 14,651 shares; 2025Q3: 26,113 shares; 2025Q4: 95,648 shares; 2026Q1: 167,691 shares 167,691 $3.21M 0.01% +72,043 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,948 shares; 2024Q4: 58,467 shares; 2025Q1: 78,554 shares; 2025Q2: 111,791 shares; 2025Q3: 112,619 shares; 2025Q4: 91,803 shares; 2026Q1: 81,650 shares 81,650 $3.21M 0.01% -10,153 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,127 shares; 2024Q4: 38,641 shares; 2025Q1: 50,967 shares; 2025Q2: 57,776 shares; 2025Q3: 53,878 shares; 2025Q4: 45,383 shares; 2026Q1: 65,868 shares 65,868 $3.19M 0.01% +20,485 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 16,426 shares; 2025Q3: 266,414 shares; 2025Q4: 332,271 shares; 2026Q1: 312,709 shares 312,709 $3.19M 0.01% -19,562 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,056 shares; 2024Q4: 94,655 shares; 2025Q1: 95,912 shares; 2025Q2: 89,055 shares; 2025Q3: 82,824 shares; 2025Q4: 79,920 shares; 2026Q1: 80,263 shares 80,263 $3.16M 0.01% +343 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 9,733 shares; 2025Q1: 12,990 shares; 2025Q2: 13,326 shares; 2025Q3: 13,945 shares; 2025Q4: 14,188 shares; 2026Q1: 16,015 shares 16,015 $3.16M 0.01% +1,827 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 175,412 shares 175,412 $3.16M 0.01% +173,886 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: 84,944 shares; 2024Q4: 84,682 shares; 2025Q1: 78,638 shares; 2025Q2: 73,548 shares; 2025Q3: 73,204 shares; 2025Q4: 74,338 shares; 2026Q1: 74,691 shares 74,691 $3.14M 0.01% +353 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,407 shares; 2024Q4: 67,230 shares; 2025Q1: 64,725 shares; 2025Q2: 65,614 shares; 2025Q3: 65,397 shares; 2025Q4: 63,753 shares; 2026Q1: 65,022 shares 65,022 $3.14M 0.01% +1,269 Timeline DFEV 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: 174,064 shares; 2024Q4: 164,639 shares; 2025Q1: 151,343 shares; 2025Q2: 144,796 shares; 2025Q3: 130,449 shares; 2025Q4: 93,446 shares; 2026Q1: 87,621 shares 87,621 $3.14M 0.01% -5,825 Timeline SPBW 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: 71,771 shares; 2025Q2: 72,508 shares; 2025Q3: 79,076 shares; 2025Q4: 110,389 shares; 2026Q1: 114,971 shares 114,971 $3.13M 0.01% +4,582 Timeline FLV 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: 49,908 shares; 2025Q3: 47,720 shares; 2025Q4: 53,400 shares; 2026Q1: 40,761 shares 40,761 $3.13M 0.01% -12,639 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,480 shares; 2025Q3: 43,748 shares; 2025Q4: 47,491 shares; 2026Q1: 48,567 shares 48,567 $3.12M 0.01% +1,076 Timeline JMTG 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: 7,492 shares; 2025Q3: 87,290 shares; 2025Q4: 101,116 shares; 2026Q1: 60,956 shares 60,956 $3.11M 0.01% -40,160 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: 23,036 shares; 2024Q4: 19,629 shares; 2025Q1: 22,552 shares; 2025Q2: 30,168 shares; 2025Q3: 40,869 shares; 2025Q4: 42,967 shares; 2026Q1: 44,858 shares 44,858 $3.11M 0.01% +1,891 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: 37,910 shares; 2024Q4: 48,236 shares; 2025Q1: 54,745 shares; 2025Q2: 66,024 shares; 2025Q3: 72,748 shares; 2025Q4: 76,618 shares; 2026Q1: 79,367 shares 79,367 $3.11M 0.01% +2,749 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: 35,586 shares; 2024Q4: 65,760 shares; 2025Q1: 63,605 shares; 2025Q2: 91,329 shares; 2025Q3: 92,164 shares; 2025Q4: 91,968 shares; 2026Q1: 87,620 shares 87,620 $3.11M 0.01% -4,348 Timeline IBMS 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: 127,265 shares; 2026Q1: 120,123 shares 120,123 $3.1M 0.01% -7,142 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 8,372 shares; 2025Q1: 35,519 shares; 2025Q2: 30,702 shares; 2025Q3: 44,499 shares; 2025Q4: 47,035 shares; 2026Q1: 55,868 shares 55,868 $3.08M 0.01% +8,833 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 14,277 shares; 2025Q1: 14,211 shares; 2025Q2: 15,019 shares; 2025Q3: 15,566 shares; 2025Q4: 15,397 shares; 2026Q1: 14,918 shares 14,918 $3.08M 0.01% -479 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,107 shares 144,107 $3.08M 0.01% new 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 81,724 shares; 2025Q3: 78,093 shares; 2025Q4: 70,808 shares; 2026Q1: 62,248 shares 62,248 $3.07M 0.01% -8,560 Timeline DEHP 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: 183,948 shares; 2024Q4: 172,695 shares; 2025Q1: 162,530 shares; 2025Q2: 154,701 shares; 2025Q3: 139,230 shares; 2025Q4: 97,420 shares; 2026Q1: 90,714 shares 90,714 $3.07M 0.01% -6,706 Timeline FMDE 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: 4,104 shares; 2024Q4: 4,104 shares; 2025Q1: 4,104 shares; 2025Q2: 4,104 shares; 2025Q3: 44,311 shares; 2025Q4: 63,959 shares; 2026Q1: 85,205 shares 85,205 $3.06M 0.01% +21,246 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,762 shares; 2024Q4: 66 shares; 2025Q1: 2,670 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 41,329 shares; 2026Q1: 49,604 shares 49,604 $3.06M 0.01% +8,275 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,387 shares; 2024Q4: 127,866 shares; 2025Q1: 120,292 shares; 2025Q2: 54,275 shares; 2025Q3: 64,314 shares; 2025Q4: 63,686 shares; 2026Q1: 67,502 shares 67,502 $3.06M 0.01% +3,816 Timeline PTBD 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: 194,736 shares; 2024Q4: 166,303 shares; 2025Q1: 168,537 shares; 2025Q2: 149,408 shares; 2025Q3: 142,916 shares; 2025Q4: 150,843 shares; 2026Q1: 160,037 shares 160,037 $3.04M 0.01% +9,194 Timeline FDD 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: 14,105 shares; 2025Q3: 18,742 shares; 2025Q4: 143,351 shares; 2026Q1: 170,069 shares 170,069 $3.03M 0.01% +26,718 Timeline EMHC 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: 53,911 shares; 2024Q4: 58,541 shares; 2025Q1: 109,207 shares; 2025Q2: 114,784 shares; 2025Q3: 118,791 shares; 2025Q4: 118,289 shares; 2026Q1: 122,040 shares 122,040 $3.03M 0.01% +3,751 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,968 shares; 2024Q4: 93,742 shares; 2025Q1: 98,311 shares; 2025Q2: 89,217 shares; 2025Q3: 96,484 shares; 2025Q4: 66,678 shares; 2026Q1: 37,806 shares 37,806 $3.03M 0.01% -28,872 Timeline BIZD 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: 369,619 shares; 2024Q4: 448,241 shares; 2025Q1: 186,202 shares; 2025Q2: 380,160 shares; 2025Q3: 353,211 shares; 2025Q4: 157,894 shares; 2026Q1: 235,568 shares 235,568 $3.02M 0.01% +77,674 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 348 shares; 2025Q1: 253 shares; 2025Q2: 347 shares; 2025Q3: 690 shares; 2025Q4: 498 shares; 2026Q1: 1,590 shares 1,590 $3M 0.01% +1,092 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,406 shares; 2024Q4: 61,326 shares; 2025Q1: 66,390 shares; 2025Q2: 60,296 shares; 2025Q3: 61,691 shares; 2025Q4: 65,463 shares; 2026Q1: 64,978 shares 64,978 $2.99M 0.01% -485 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: 33,125 shares; 2024Q4: 31,314 shares; 2025Q1: 62,683 shares; 2025Q2: 62,761 shares; 2025Q3: 62,870 shares; 2025Q4: 61,669 shares; 2026Q1: 53,688 shares 53,688 $2.99M 0.01% -7,981 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,572 shares; 2024Q4: 37,111 shares; 2025Q1: 34,648 shares; 2025Q2: 33,215 shares; 2025Q3: 24,581 shares; 2025Q4: 20,319 shares; 2026Q1: 25,223 shares 25,223 $2.98M 0.01% +4,904 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,824 shares; 2024Q4: 14,626 shares; 2025Q1: 24,980 shares; 2025Q2: 34,787 shares; 2025Q3: 19,714 shares; 2025Q4: 12,734 shares; 2026Q1: 10,716 shares 10,716 $2.98M 0.01% -2,018 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: 19,061 shares; 2024Q4: 24,496 shares; 2025Q1: 28,487 shares; 2025Q2: 27,872 shares; 2025Q3: 20,912 shares; 2025Q4: 21,855 shares; 2026Q1: 24,544 shares 24,544 $2.97M 0.01% +2,689 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: 5,935 shares; 2025Q2: 13,168 shares; 2025Q3: 13,983 shares; 2025Q4: 15,010 shares; 2026Q1: 29,392 shares 29,392 $2.97M 0.01% +14,382 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 11,280 shares; 2025Q1: 50,425 shares; 2025Q2: 28,520 shares; 2025Q3: 33,306 shares; 2025Q4: 33,628 shares; 2026Q1: 19,561 shares 19,561 $2.95M 0.01% -14,067 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,155 shares; 2024Q4: 334,968 shares; 2025Q1: 432,345 shares; 2025Q2: 109,954 shares; 2025Q3: 83,777 shares; 2025Q4: 86,011 shares; 2026Q1: 80,236 shares 80,236 $2.95M 0.01% -5,775 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,743 shares; 2024Q4: 20,424 shares; 2025Q1: 20,361 shares; 2025Q2: 16,790 shares; 2025Q3: 17,556 shares; 2025Q4: 18,229 shares; 2026Q1: 18,676 shares 18,676 $2.94M 0.01% +447 Timeline JMUB 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: 43,479 shares; 2024Q4: 47,553 shares; 2025Q1: 39,356 shares; 2025Q2: 38,503 shares; 2025Q3: 43,469 shares; 2025Q4: 59,832 shares; 2026Q1: 58,718 shares 58,718 $2.94M 0.01% -1,114 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: 24,545 shares; 2024Q4: 23,903 shares; 2025Q1: 23,847 shares; 2025Q2: 23,239 shares; 2025Q3: 23,994 shares; 2025Q4: 27,242 shares; 2026Q1: 30,609 shares 30,609 $2.93M 0.01% +3,367 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,009 shares; 2024Q4: 53,050 shares; 2025Q1: 55,083 shares; 2025Q2: 58,856 shares; 2025Q3: 63,681 shares; 2025Q4: 65,363 shares; 2026Q1: 64,720 shares 64,720 $2.92M 0.01% -643 Timeline GWX 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: 62,953 shares; 2024Q4: 68,338 shares; 2025Q1: 74,481 shares; 2025Q2: 70,695 shares; 2025Q3: 70,946 shares; 2025Q4: 68,961 shares; 2026Q1: 68,677 shares 68,677 $2.9M 0.01% -284 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 75,518 shares; 2026Q1: 78,935 shares 78,935 $2.89M 0.01% +3,417 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,825 shares; 2024Q4: 35,857 shares; 2025Q1: 36,074 shares; 2025Q2: 38,061 shares; 2025Q3: 56,898 shares; 2025Q4: 42,680 shares; 2026Q1: 69,568 shares 69,568 $2.89M 0.01% +26,888 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,661 shares; 2026Q1: 30,639 shares 30,639 $2.86M 0.01% +15,978 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,285 shares; 2024Q4: 211,397 shares; 2025Q1: 257,010 shares; 2025Q2: 115,519 shares; 2025Q3: 116,933 shares; 2025Q4: 70,448 shares; 2026Q1: 84,568 shares 84,568 $2.86M 0.01% +14,120 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,701 shares; 2024Q4: 15,424 shares; 2025Q1: 12,829 shares; 2025Q2: 27,449 shares; 2025Q3: 33,656 shares; 2025Q4: 28,314 shares; 2026Q1: 24,072 shares 24,072 $2.85M 0.01% -4,242 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 8,824 shares; 2025Q1: 8,590 shares; 2025Q2: 8,983 shares; 2025Q3: 9,399 shares; 2025Q4: 9,586 shares; 2026Q1: 9,637 shares 9,637 $2.84M 0.01% +51 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,634 shares; 2024Q4: 52,919 shares; 2025Q1: 46,109 shares; 2025Q2: 36,553 shares; 2025Q3: 34,859 shares; 2025Q4: 36,193 shares; 2026Q1: 40,507 shares 40,507 $2.84M 0.01% +4,314 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,075 shares; 2025Q4: 60,989 shares; 2026Q1: 61,208 shares 61,208 $2.83M 0.01% +219 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,590 shares; 2024Q4: 10,875 shares; 2025Q1: 12,910 shares; 2025Q2: 22,321 shares; 2025Q3: 26,612 shares; 2025Q4: 26,608 shares; 2026Q1: 26,304 shares 26,304 $2.82M 0.01% -304 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: 14,450 shares; 2024Q4: 15,633 shares; 2025Q1: 26,168 shares; 2025Q2: 26,449 shares; 2025Q3: 25,899 shares; 2025Q4: 33,509 shares; 2026Q1: 29,373 shares 29,373 $2.82M 0.01% -4,136 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,135 shares; 2024Q4: 40,095 shares; 2025Q1: 42,943 shares; 2025Q2: 43,978 shares; 2025Q3: 43,704 shares; 2025Q4: 58,384 shares; 2026Q1: 37,342 shares 37,342 $2.81M 0.01% -21,042 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,742 shares; 2024Q4: 49,427 shares; 2025Q1: 86,142 shares; 2025Q2: 79,298 shares; 2025Q3: 74,531 shares; 2025Q4: 70,831 shares; 2026Q1: 25,252 shares 25,252 $2.81M 0.01% -45,579 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: 22,734 shares; 2024Q4: 27,995 shares; 2025Q1: 6,405 shares; 2025Q2: 6,214 shares; 2025Q3: 25,833 shares; 2025Q4: 31,256 shares; 2026Q1: 24,994 shares 24,994 $2.81M 0.01% -6,262 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,626 shares; 2025Q2: 112,015 shares; 2025Q3: 64,591 shares; 2025Q4: 95,279 shares; 2026Q1: 178,018 shares 178,018 $2.81M 0.01% +82,739 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,000 shares; 2024Q4: 98,437 shares; 2025Q1: 106,326 shares; 2025Q2: 95,873 shares; 2025Q3: 94,680 shares; 2025Q4: 100,693 shares; 2026Q1: 69,766 shares 69,766 $2.8M 0.01% -30,927 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 2,842 shares; 2025Q1: 3,911 shares; 2025Q2: 4,512 shares; 2025Q3: 4,697 shares; 2025Q4: 5,965 shares; 2026Q1: 9,239 shares 9,239 $2.79M 0.01% +3,274 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,148 shares; 2025Q1: 3,886 shares; 2025Q2: not reported; 2025Q3: 9,500 shares; 2025Q4: 20,421 shares; 2026Q1: 37,112 shares 37,112 $2.79M 0.01% +16,691 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,139 shares; 2024Q4: 69,732 shares; 2025Q1: 43,915 shares; 2025Q2: 51,222 shares; 2025Q3: 56,481 shares; 2025Q4: 127,215 shares; 2026Q1: 123,922 shares 123,922 $2.79M 0.01% -3,293 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,452 shares; 2024Q4: 11,359 shares; 2025Q1: 6,041 shares; 2025Q2: 11,163 shares; 2025Q3: 37,916 shares; 2025Q4: 38,399 shares; 2026Q1: 30,818 shares 30,818 $2.78M 0.01% -7,581 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,337 shares; 2024Q4: 29,563 shares; 2025Q1: 32,310 shares; 2025Q2: 89,952 shares; 2025Q3: 78,606 shares; 2025Q4: 85,671 shares; 2026Q1: 91,288 shares 91,288 $2.77M 0.01% +5,617 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: 164,244 shares; 2024Q4: 169,049 shares; 2025Q1: 169,466 shares; 2025Q2: 173,573 shares; 2025Q3: 172,513 shares; 2025Q4: 175,605 shares; 2026Q1: 185,603 shares 185,603 $2.77M 0.01% +9,998 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,888 shares; 2024Q4: 105,896 shares; 2025Q1: 108,189 shares; 2025Q2: 122,687 shares; 2025Q3: 129,028 shares; 2025Q4: 115,410 shares; 2026Q1: 96,918 shares 96,918 $2.77M 0.01% -18,492 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 4,828 shares; 2025Q2: 12,299 shares; 2025Q3: 24,852 shares; 2025Q4: 53,006 shares; 2026Q1: 26,278 shares 26,278 $2.77M 0.01% -26,728 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 25,594 shares; 2025Q1: 56,117 shares; 2025Q2: 75,884 shares; 2025Q3: 76,211 shares; 2025Q4: 87,146 shares; 2026Q1: 91,670 shares 91,670 $2.76M 0.01% +4,524 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,216 shares; 2024Q4: 174,789 shares; 2025Q1: 67,670 shares; 2025Q2: 59,521 shares; 2025Q3: 53,910 shares; 2025Q4: 53,252 shares; 2026Q1: 65,365 shares 65,365 $2.76M 0.01% +12,113 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,532 shares; 2024Q4: 65,566 shares; 2025Q1: 68,404 shares; 2025Q2: 61,010 shares; 2025Q3: 60,789 shares; 2025Q4: 55,390 shares; 2026Q1: 44,072 shares 44,072 $2.76M 0.01% -11,318 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,496 shares; 2024Q4: 71,082 shares; 2025Q1: 64,651 shares; 2025Q2: 37,329 shares; 2025Q3: 37,922 shares; 2025Q4: 38,583 shares; 2026Q1: 25,604 shares 25,604 $2.76M 0.01% -12,979 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,134 shares; 2025Q3: 55,558 shares; 2025Q4: 58,973 shares; 2026Q1: 66,584 shares 66,584 $2.74M 0.01% +7,611 Timeline EDWARDS LIFESCIENCES CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,514 shares 78,514 $2.74M 0.01% new EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,975 shares; 2025Q1: 2,551 shares; 2025Q2: 2,674 shares; 2025Q3: 2,539 shares; 2025Q4: 3,171 shares; 2026Q1: 2,787 shares 2,787 $2.73M 0.01% -384 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,282 shares; 2024Q4: 59,501 shares; 2025Q1: 55,366 shares; 2025Q2: 64,412 shares; 2025Q3: 63,792 shares; 2025Q4: 72,948 shares; 2026Q1: 66,723 shares 66,723 $2.72M 0.01% -6,225 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,059 shares; 2026Q1: 57,866 shares 57,866 $2.72M 0.01% +44,807 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,982 shares; 2025Q2: 111,268 shares; 2025Q3: 111,306 shares; 2025Q4: 117,969 shares; 2026Q1: 121,215 shares 121,215 $2.71M 0.01% +3,246 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,076 shares; 2024Q4: 41,959 shares; 2025Q1: 43,233 shares; 2025Q2: 44,130 shares; 2025Q3: 101,586 shares; 2025Q4: 114,345 shares; 2026Q1: 151,738 shares 151,738 $2.7M 0.01% +37,393 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,700 shares; 2024Q4: 25,770 shares; 2025Q1: 20,969 shares; 2025Q2: 19,985 shares; 2025Q3: 28,712 shares; 2025Q4: 29,779 shares; 2026Q1: 28,852 shares 28,852 $2.69M 0.01% -927 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,815 shares; 2026Q1: 23,324 shares 23,324 $2.69M 0.01% +3,509 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,658 shares; 2024Q4: 14,556 shares; 2025Q1: 7,789 shares; 2025Q2: 10,581 shares; 2025Q3: 10,035 shares; 2025Q4: 15,151 shares; 2026Q1: 12,341 shares 12,341 $2.67M 0.01% -2,810 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: 8,973 shares; 2024Q4: 9,350 shares; 2025Q1: 7,331 shares; 2025Q2: 6,244 shares; 2025Q3: 6,057 shares; 2025Q4: 7,618 shares; 2026Q1: 11,266 shares 11,266 $2.66M 0.01% +3,648 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,229 shares; 2025Q4: 19,786 shares; 2026Q1: 33,289 shares 33,289 $2.66M 0.01% +13,503 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,054 shares; 2024Q4: 30,758 shares; 2025Q1: 85,381 shares; 2025Q2: 33,467 shares; 2025Q3: 32,686 shares; 2025Q4: 44,109 shares; 2026Q1: 53,055 shares 53,055 $2.65M 0.01% +8,946 Timeline FELG 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: 12,254 shares; 2024Q4: 19,107 shares; 2025Q1: 16,941 shares; 2025Q2: 22,225 shares; 2025Q3: 34,204 shares; 2025Q4: 51,786 shares; 2026Q1: 70,391 shares 70,391 $2.64M 0.01% +18,605 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,325 shares; 2024Q4: 29,565 shares; 2025Q1: 29,040 shares; 2025Q2: 31,711 shares; 2025Q3: 31,670 shares; 2025Q4: 33,245 shares; 2026Q1: 60,190 shares 60,190 $2.64M 0.01% +26,945 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 5,909 shares; 2025Q1: 5,625 shares; 2025Q2: 7,204 shares; 2025Q3: 7,479 shares; 2025Q4: 25,449 shares; 2026Q1: 30,540 shares 30,540 $2.63M 0.01% +5,091 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,936 shares 21,936 $2.63M 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 15,349 shares; 2025Q1: 15,013 shares; 2025Q2: 15,078 shares; 2025Q3: 14,315 shares; 2025Q4: 17,034 shares; 2026Q1: 16,884 shares 16,884 $2.63M 0.01% -150 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,828 shares; 2026Q1: 83,104 shares 83,104 $2.62M 0.01% +14,276 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 21,673 shares; 2026Q1: 45,995 shares 45,995 $2.62M 0.01% +24,322 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,691 shares; 2024Q4: 63,129 shares; 2025Q1: 60,327 shares; 2025Q2: 70,674 shares; 2025Q3: 69,483 shares; 2025Q4: 67,088 shares; 2026Q1: 58,101 shares 58,101 $2.62M 0.01% -8,987 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,293 shares; 2025Q1: 1,392 shares; 2025Q2: 3,549 shares; 2025Q3: 3,936 shares; 2025Q4: 3,746 shares; 2026Q1: 8,378 shares 8,378 $2.62M 0.01% +4,632 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 6,825 shares; 2025Q1: 8,546 shares; 2025Q2: 7,704 shares; 2025Q3: 9,123 shares; 2025Q4: 9,807 shares; 2026Q1: 9,794 shares 9,794 $2.61M 0.01% -13 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,047 shares; 2024Q4: 78,000 shares; 2025Q1: 79,444 shares; 2025Q2: 84,136 shares; 2025Q3: 90,902 shares; 2025Q4: 106,620 shares; 2026Q1: 107,504 shares 107,504 $2.61M 0.01% +884 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,463 shares; 2024Q4: 15,556 shares; 2025Q1: 133,028 shares; 2025Q2: 137,711 shares; 2025Q3: 7,151 shares; 2025Q4: 41,749 shares; 2026Q1: 117,279 shares 117,279 $2.61M 0.01% +75,530 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,114 shares; 2024Q4: 35,662 shares; 2025Q1: 37,152 shares; 2025Q2: 9,837 shares; 2025Q3: 10,588 shares; 2025Q4: 20,919 shares; 2026Q1: 20,370 shares 20,370 $2.6M 0.01% -549 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,195 shares; 2024Q4: 104,705 shares; 2025Q1: 119,730 shares; 2025Q2: 130,326 shares; 2025Q3: 134,175 shares; 2025Q4: 154,514 shares; 2026Q1: 143,818 shares 143,818 $2.59M 0.01% -10,696 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,615 shares; 2025Q1: 3,010 shares; 2025Q2: 4,626 shares; 2025Q3: 10,583 shares; 2025Q4: 13,621 shares; 2026Q1: 6,521 shares 6,521 $2.59M 0.01% -7,100 Timeline QQEW 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: 23,349 shares; 2024Q4: 22,335 shares; 2025Q1: 21,587 shares; 2025Q2: 22,598 shares; 2025Q3: 22,158 shares; 2025Q4: 21,070 shares; 2026Q1: 20,299 shares 20,299 $2.58M 0.01% -771 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,277 shares; 2025Q1: 16,294 shares; 2025Q2: 16,045 shares; 2025Q3: 20,949 shares; 2025Q4: 28,554 shares; 2026Q1: 21,802 shares 21,802 $2.57M 0.01% -6,752 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 1,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,615 shares; 2026Q1: 60,984 shares 60,984 $2.57M 0.01% +40,369 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,399 shares; 2024Q4: 21,164 shares; 2025Q1: 25,377 shares; 2025Q2: 28,774 shares; 2025Q3: 34,148 shares; 2025Q4: 29,797 shares; 2026Q1: 30,299 shares 30,299 $2.57M 0.01% +502 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,963 shares; 2024Q4: 42,656 shares; 2025Q1: 45,824 shares; 2025Q2: 77,895 shares; 2025Q3: 62,788 shares; 2025Q4: 62,984 shares; 2026Q1: 234,235 shares 234,235 $2.57M 0.01% +171,251 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,867 shares; 2024Q4: 31,577 shares; 2025Q1: 25,613 shares; 2025Q2: 25,472 shares; 2025Q3: 25,354 shares; 2025Q4: 31,799 shares; 2026Q1: 8,799 shares 8,799 $2.57M 0.01% -23,000 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,540 shares; 2025Q1: 3,498 shares; 2025Q2: 3,831 shares; 2025Q3: 5,884 shares; 2025Q4: 6,948 shares; 2026Q1: 7,140 shares 7,140 $2.56M 0.01% +192 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: 8,688 shares; 2024Q4: 5,199 shares; 2025Q1: 4,459 shares; 2025Q2: not reported; 2025Q3: 6,072 shares; 2025Q4: 24,375 shares; 2026Q1: 32,173 shares 32,173 $2.56M 0.01% +7,798 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,138 shares; 2024Q4: 44,445 shares; 2025Q1: 78,922 shares; 2025Q2: 42,895 shares; 2025Q3: 46,742 shares; 2025Q4: 48,082 shares; 2026Q1: 53,255 shares 53,255 $2.55M 0.01% +5,173 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,210 shares; 2024Q4: 8,358 shares; 2025Q1: 8,004 shares; 2025Q2: 7,412 shares; 2025Q3: 8,189 shares; 2025Q4: 7,569 shares; 2026Q1: 9,043 shares 9,043 $2.55M 0.01% +1,474 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,334 shares; 2025Q1: 4,460 shares; 2025Q2: 4,052 shares; 2025Q3: 3,928 shares; 2025Q4: 4,851 shares; 2026Q1: 9,330 shares 9,330 $2.55M 0.01% +4,479 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 201 shares; 2025Q1: 819 shares; 2025Q2: 2,297 shares; 2025Q3: 12,146 shares; 2025Q4: 12,269 shares; 2026Q1: 14,134 shares 14,134 $2.54M 0.01% +1,865 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 188,949 shares; 2026Q1: 151,619 shares 151,619 $2.52M 0.01% -37,330 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: 37,908 shares; 2024Q4: 36,508 shares; 2025Q1: 32,874 shares; 2025Q2: 31,852 shares; 2025Q3: 29,921 shares; 2025Q4: 24,122 shares; 2026Q1: 16,633 shares 16,633 $2.52M 0.01% -7,489 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 30,916 shares; 2025Q1: 26,053 shares; 2025Q2: 78,512 shares; 2025Q3: 77,611 shares; 2025Q4: 97,979 shares; 2026Q1: 184,938 shares 184,938 $2.5M 0.01% +86,959 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 13,302 shares; 2025Q1: 14,722 shares; 2025Q2: 15,385 shares; 2025Q3: 15,989 shares; 2025Q4: 20,320 shares; 2026Q1: 22,456 shares 22,456 $2.49M 0.01% +2,136 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 13,789 shares; 2025Q1: 14,984 shares; 2025Q2: 14,484 shares; 2025Q3: 14,230 shares; 2025Q4: 15,238 shares; 2026Q1: 14,734 shares 14,734 $2.49M 0.01% -504 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 20,601 shares; 2025Q1: 19,563 shares; 2025Q2: 26,201 shares; 2025Q3: 26,583 shares; 2025Q4: 30,907 shares; 2026Q1: 30,105 shares 30,105 $2.48M 0.01% -802 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: 22,164 shares; 2024Q4: 28,702 shares; 2025Q1: 13,537 shares; 2025Q2: 34,075 shares; 2025Q3: 25,187 shares; 2025Q4: 35,043 shares; 2026Q1: 34,235 shares 34,235 $2.48M 0.01% -808 Timeline FEMB 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: 40,516 shares; 2024Q4: 42,420 shares; 2025Q1: 20,612 shares; 2025Q2: 19,568 shares; 2025Q3: 59,151 shares; 2025Q4: 73,665 shares; 2026Q1: 86,185 shares 86,185 $2.48M 0.01% +12,520 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,467 shares; 2024Q4: 18,114 shares; 2025Q1: 14,932 shares; 2025Q2: 14,866 shares; 2025Q3: 16,371 shares; 2025Q4: 18,023 shares; 2026Q1: 17,315 shares 17,315 $2.47M 0.01% -708 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,940 shares; 2024Q4: 18,380 shares; 2025Q1: 14,742 shares; 2025Q2: 17,720 shares; 2025Q3: 16,823 shares; 2025Q4: 13,645 shares; 2026Q1: 23,042 shares 23,042 $2.46M 0.01% +9,397 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 2,252 shares; 2025Q2: 100 shares; 2025Q3: 36,177 shares; 2025Q4: 34,561 shares; 2026Q1: 54,231 shares 54,231 $2.46M 0.01% +19,670 Timeline GCBC GREENE CNTY BANCORP INC More: the full row for GREENE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,218 shares; 2024Q4: 115,218 shares; 2025Q1: 115,218 shares; 2025Q2: 115,218 shares; 2025Q3: 115,120 shares; 2025Q4: 115,120 shares; 2026Q1: 109,495 shares 109,495 $2.45M 0.01% -5,625 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,534 shares; 2025Q1: 36,622 shares; 2025Q2: 101,277 shares; 2025Q3: 72,204 shares; 2025Q4: 71,922 shares; 2026Q1: 49,515 shares 49,515 $2.45M 0.01% -22,407 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,915 shares; 2024Q4: 26,061 shares; 2025Q1: 70,519 shares; 2025Q2: 75,791 shares; 2025Q3: 76,825 shares; 2025Q4: 91,478 shares; 2026Q1: 96,922 shares 96,922 $2.45M 0.01% +5,444 Timeline TUSI 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: 20,153 shares; 2025Q1: 28,712 shares; 2025Q2: 50,868 shares; 2025Q3: 66,598 shares; 2025Q4: 80,634 shares; 2026Q1: 96,588 shares 96,588 $2.45M 0.01% +15,954 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,833 shares; 2024Q4: 131,888 shares; 2025Q1: 103,929 shares; 2025Q2: 98,084 shares; 2025Q3: 95,276 shares; 2025Q4: 85,978 shares; 2026Q1: 78,792 shares 78,792 $2.44M 0.01% -7,186 Timeline