BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,943 shares; 2024Q4: 18,899 shares; 2025Q1: 19,836 shares; 2025Q2: 23,021 shares; 2025Q3: 26,928 shares; 2025Q4: 26,641 shares; 2026Q1: 15,012 shares 15,012 $2.44M 0.01% -11,629 Timeline JCPB 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: 27,850 shares; 2024Q4: 50,030 shares; 2025Q1: 43,805 shares; 2025Q2: 41,136 shares; 2025Q3: 38,176 shares; 2025Q4: 56,550 shares; 2026Q1: 51,768 shares 51,768 $2.44M 0.01% -4,782 Timeline EUSB 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: 75 shares; 2024Q4: not reported; 2025Q1: 31,174 shares; 2025Q2: 35,098 shares; 2025Q3: 35,968 shares; 2025Q4: 39,737 shares; 2026Q1: 55,992 shares 55,992 $2.44M 0.01% +16,255 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 12,346 shares; 2025Q1: 37,580 shares; 2025Q2: 45,589 shares; 2025Q3: 122,904 shares; 2025Q4: 85,932 shares; 2026Q1: 89,107 shares 89,107 $2.43M 0.01% +3,175 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 20,060 shares; 2025Q1: 33,271 shares; 2025Q2: 27,480 shares; 2025Q3: 29,728 shares; 2025Q4: 26,196 shares; 2026Q1: 15,622 shares 15,622 $2.43M 0.01% -10,574 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,768 shares; 2024Q4: 8,870 shares; 2025Q1: 8,672 shares; 2025Q2: 8,622 shares; 2025Q3: 28,610 shares; 2025Q4: 28,591 shares; 2026Q1: 28,516 shares 28,516 $2.42M 0.01% -75 Timeline DFIV 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: 43,080 shares; 2024Q4: 47,763 shares; 2025Q1: 43,059 shares; 2025Q2: 42,241 shares; 2025Q3: 44,394 shares; 2025Q4: 45,501 shares; 2026Q1: 45,746 shares 45,746 $2.41M 0.01% +245 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,952 shares; 2024Q4: 14,870 shares; 2025Q1: 16,606 shares; 2025Q2: 15,908 shares; 2025Q3: 13,582 shares; 2025Q4: 20,891 shares; 2026Q1: 4,383 shares 4,383 $2.41M 0.01% -16,508 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,077 shares; 2026Q1: 53,810 shares 53,810 $2.4M 0.01% -5,267 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,178 shares; 2024Q4: 51,226 shares; 2025Q1: 48,728 shares; 2025Q2: 49,759 shares; 2025Q3: 58,684 shares; 2025Q4: 57,700 shares; 2026Q1: 57,734 shares 57,734 $2.4M 0.01% +34 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 3,631 shares; 2025Q1: 6,224 shares; 2025Q2: 20,568 shares; 2025Q3: 223 shares; 2025Q4: 2,173 shares; 2026Q1: 46,870 shares 46,870 $2.4M 0.01% +44,697 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,474 shares; 2025Q2: 58,717 shares; 2025Q3: 66,036 shares; 2025Q4: 64,486 shares; 2026Q1: 62,144 shares 62,144 $2.4M 0.01% -2,342 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 4,798 shares; 2025Q1: 4,514 shares; 2025Q2: 9,602 shares; 2025Q3: 9,890 shares; 2025Q4: 35,803 shares; 2026Q1: 35,559 shares 35,559 $2.39M 0.01% -244 Timeline SPSB 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: 54,833 shares; 2024Q4: 64,769 shares; 2025Q1: 59,427 shares; 2025Q2: 59,544 shares; 2025Q3: 60,956 shares; 2025Q4: 63,885 shares; 2026Q1: 79,487 shares 79,487 $2.39M 0.01% +15,602 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,379 shares; 2025Q1: 2,357 shares; 2025Q2: 2,673 shares; 2025Q3: 9,138 shares; 2025Q4: 21,048 shares; 2026Q1: 13,031 shares 13,031 $2.39M 0.01% -8,017 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,606 shares; 2024Q4: 21,695 shares; 2025Q1: 34,134 shares; 2025Q2: 32,442 shares; 2025Q3: 21,424 shares; 2025Q4: 26,336 shares; 2026Q1: 24,549 shares 24,549 $2.39M 0.01% -1,787 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 18,895 shares; 2025Q1: 19,778 shares; 2025Q2: 22,129 shares; 2025Q3: 22,074 shares; 2025Q4: 22,732 shares; 2026Q1: 55,062 shares 55,062 $2.38M 0.01% +32,330 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,070 shares; 2024Q4: 256,971 shares; 2025Q1: 268,179 shares; 2025Q2: 278,520 shares; 2025Q3: 329,703 shares; 2025Q4: 340,448 shares; 2026Q1: 314,614 shares 314,614 $2.37M 0.01% -25,834 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,268 shares; 2025Q1: 40,884 shares; 2025Q2: 55,528 shares; 2025Q3: 59,094 shares; 2025Q4: 71,517 shares; 2026Q1: 92,877 shares 92,877 $2.37M 0.01% +21,360 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,181 shares; 2024Q4: 86,706 shares; 2025Q1: 87,079 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,007 shares 57,007 $2.37M 0.01% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,034 shares; 2024Q4: 44,585 shares; 2025Q1: 42,503 shares; 2025Q2: 43,268 shares; 2025Q3: 51,343 shares; 2025Q4: 50,689 shares; 2026Q1: 51,900 shares 51,900 $2.36M 0.01% +1,211 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 9,367 shares; 2025Q1: 10,952 shares; 2025Q2: 11,138 shares; 2025Q3: 10,796 shares; 2025Q4: 13,266 shares; 2026Q1: 17,024 shares 17,024 $2.36M 0.01% +3,758 Timeline VNQI 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: 52,756 shares; 2024Q4: 55,827 shares; 2025Q1: 57,882 shares; 2025Q2: 53,175 shares; 2025Q3: 51,749 shares; 2025Q4: 54,342 shares; 2026Q1: 52,986 shares 52,986 $2.36M 0.01% -1,356 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,271 shares; 2025Q2: 96,350 shares; 2025Q3: 102,188 shares; 2025Q4: 193,086 shares; 2026Q1: 164,508 shares 164,508 $2.35M 0.01% -28,578 Timeline ANGL 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: 21,049 shares; 2024Q4: 81,539 shares; 2025Q1: 89,728 shares; 2025Q2: 70,831 shares; 2025Q3: 71,378 shares; 2025Q4: 80,426 shares; 2026Q1: 81,787 shares 81,787 $2.35M 0.01% +1,361 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,623 shares; 2024Q4: 7,080 shares; 2025Q1: 9,521 shares; 2025Q2: 13,125 shares; 2025Q3: 13,212 shares; 2025Q4: 13,510 shares; 2026Q1: 11,958 shares 11,958 $2.34M 0.01% -1,552 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 293 shares; 2025Q3: 313 shares; 2025Q4: 1,261 shares; 2026Q1: 1,223 shares 1,223 $2.34M 0.01% -38 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 614 shares; 2025Q4: 23,263 shares; 2026Q1: 104,476 shares 104,476 $2.33M 0.01% +81,213 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,865 shares; 2024Q4: 106,516 shares; 2025Q1: 107,240 shares; 2025Q2: 107,133 shares; 2025Q3: 246,654 shares; 2025Q4: 259,730 shares; 2026Q1: 246,001 shares 246,001 $2.32M 0.01% -13,729 Timeline AVSD 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: 31,563 shares 31,563 $2.32M 0.01% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,404 shares; 2024Q4: 71,659 shares; 2025Q1: 55,418 shares; 2025Q2: 54,656 shares; 2025Q3: 54,612 shares; 2025Q4: 54,700 shares; 2026Q1: 53,693 shares 53,693 $2.31M 0.01% -1,007 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 5,869 shares; 2025Q1: 6,911 shares; 2025Q2: 8,388 shares; 2025Q3: 8,766 shares; 2025Q4: 8,566 shares; 2026Q1: 10,578 shares 10,578 $2.31M 0.01% +2,012 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 47,275 shares; 2026Q1: 44,401 shares 44,401 $2.31M 0.01% -2,874 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 7,055 shares; 2025Q1: 24,053 shares; 2025Q2: 27,824 shares; 2025Q3: 48,416 shares; 2025Q4: 36,875 shares; 2026Q1: 36,793 shares 36,793 $2.3M 0.01% -82 Timeline CARY 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: 7,290 shares; 2024Q4: 4,750 shares; 2025Q1: 39,892 shares; 2025Q2: 52,472 shares; 2025Q3: 100,752 shares; 2025Q4: 101,096 shares; 2026Q1: 110,153 shares 110,153 $2.29M 0.01% +9,057 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,425 shares; 2024Q4: 119,353 shares; 2025Q1: 135,740 shares; 2025Q2: 142,532 shares; 2025Q3: 153,319 shares; 2025Q4: 150,684 shares; 2026Q1: 32,038 shares 32,038 $2.29M 0.01% -118,646 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,694 shares; 2025Q1: 4,629 shares; 2025Q2: 4,231 shares; 2025Q3: 4,893 shares; 2025Q4: 6,299 shares; 2026Q1: 6,753 shares 6,753 $2.29M 0.01% +454 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,662 shares; 2025Q1: 3,848 shares; 2025Q2: 7,700 shares; 2025Q3: 9,358 shares; 2025Q4: 10,522 shares; 2026Q1: 14,922 shares 14,922 $2.28M 0.01% +4,400 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,540 shares; 2024Q4: 290,099 shares; 2025Q1: 301,875 shares; 2025Q2: 315,712 shares; 2025Q3: 304,378 shares; 2025Q4: 45,910 shares; 2026Q1: 27,985 shares 27,985 $2.28M 0.01% -17,925 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,716 shares; 2024Q4: 22,491 shares; 2025Q1: 56,309 shares; 2025Q2: 52,031 shares; 2025Q3: 54,868 shares; 2025Q4: 55,073 shares; 2026Q1: 63,210 shares 63,210 $2.28M 0.01% +8,137 Timeline FLRN 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: 210 shares; 2024Q4: 178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,832 shares; 2026Q1: 74,081 shares 74,081 $2.28M 0.01% +11,249 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,242 shares; 2024Q4: 32,505 shares; 2025Q1: 21,105 shares; 2025Q2: 126,385 shares; 2025Q3: 134,144 shares; 2025Q4: 183,484 shares; 2026Q1: 175,873 shares 175,873 $2.27M 0.01% -7,611 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 6,016 shares; 2025Q1: 6,485 shares; 2025Q2: 7,605 shares; 2025Q3: 19,579 shares; 2025Q4: 6,557 shares; 2026Q1: 6,249 shares 6,249 $2.27M 0.01% -308 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,260 shares; 2024Q4: 82,854 shares; 2025Q1: 86,351 shares; 2025Q2: 78,893 shares; 2025Q3: 104,876 shares; 2025Q4: 140,302 shares; 2026Q1: 185,904 shares 185,904 $2.26M 0.01% +45,602 Timeline LQDI 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: 6,717 shares; 2024Q4: 6,316 shares; 2025Q1: 2,754 shares; 2025Q2: 2,786 shares; 2025Q3: 72,933 shares; 2025Q4: 85,398 shares; 2026Q1: 86,584 shares 86,584 $2.26M 0.01% +1,186 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,560 shares; 2026Q1: 53,990 shares 53,990 $2.26M 0.01% -2,570 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,626 shares; 2025Q1: 2,294 shares; 2025Q2: 3,955 shares; 2025Q3: 3,888 shares; 2025Q4: 4,014 shares; 2026Q1: 5,315 shares 5,315 $2.26M 0.01% +1,301 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,981 shares; 2024Q4: 41,195 shares; 2025Q1: 55,273 shares; 2025Q2: 55,393 shares; 2025Q3: 55,343 shares; 2025Q4: 53,355 shares; 2026Q1: 50,507 shares 50,507 $2.25M 0.01% -2,848 Timeline JSML 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: 3,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,280 shares; 2026Q1: 32,092 shares 32,092 $2.25M 0.01% +4,812 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 3,585 shares; 2025Q1: 433 shares; 2025Q2: 413 shares; 2025Q3: 2,254 shares; 2025Q4: 3,923 shares; 2026Q1: 5,518 shares 5,518 $2.25M 0.01% +1,595 Timeline FRDM 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: 38,722 shares; 2024Q4: 36,261 shares; 2025Q1: 27,421 shares; 2025Q2: 28,306 shares; 2025Q3: 25,060 shares; 2025Q4: 37,219 shares; 2026Q1: 40,837 shares 40,837 $2.23M 0.01% +3,618 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,197 shares; 2024Q4: 21,584 shares; 2025Q1: 18,002 shares; 2025Q2: 19,512 shares; 2025Q3: 23,933 shares; 2025Q4: 17,528 shares; 2026Q1: 19,718 shares 19,718 $2.23M 0.01% +2,190 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,125 shares; 2024Q4: 21,309 shares; 2025Q1: 20,333 shares; 2025Q2: 20,250 shares; 2025Q3: 19,767 shares; 2025Q4: 19,820 shares; 2026Q1: 19,907 shares 19,907 $2.23M 0.01% +87 Timeline RWJ 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: 32,741 shares; 2024Q4: 31,454 shares; 2025Q1: 33,557 shares; 2025Q2: 38,555 shares; 2025Q3: 35,994 shares; 2025Q4: 42,090 shares; 2026Q1: 44,090 shares 44,090 $2.23M 0.01% +2,000 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,922 shares; 2025Q1: 8,125 shares; 2025Q2: 7,792 shares; 2025Q3: 14,365 shares; 2025Q4: 8,913 shares; 2026Q1: 8,068 shares 8,068 $2.22M 0.01% -845 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,452 shares; 2024Q4: 78,015 shares; 2025Q1: 62,834 shares; 2025Q2: 59,076 shares; 2025Q3: 57,226 shares; 2025Q4: 57,254 shares; 2026Q1: 52,231 shares 52,231 $2.22M 0.01% -5,023 Timeline AOHY 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: not reported; 2024Q4: 312,625 shares; 2025Q1: 346,573 shares; 2025Q2: 352,655 shares; 2025Q3: 371,093 shares; 2025Q4: 201,497 shares; 2026Q1: 202,377 shares 202,377 $2.21M 0.01% +880 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,528 shares; 2024Q4: 22,739 shares; 2025Q1: 188,976 shares; 2025Q2: 217,635 shares; 2025Q3: 57,312 shares; 2025Q4: 57,358 shares; 2026Q1: 53,790 shares 53,790 $2.2M 0.01% -3,568 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,992 shares; 2024Q4: 43,208 shares; 2025Q1: 52,822 shares; 2025Q2: 49,048 shares; 2025Q3: 69,427 shares; 2025Q4: 54,073 shares; 2026Q1: 57,521 shares 57,521 $2.2M 0.01% +3,448 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,979 shares; 2024Q4: 83,026 shares; 2025Q1: 100,855 shares; 2025Q2: 91,204 shares; 2025Q3: 75,104 shares; 2025Q4: 70,828 shares; 2026Q1: 65,938 shares 65,938 $2.2M 0.01% -4,890 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 17,377 shares; 2025Q1: 16,563 shares; 2025Q2: 17,774 shares; 2025Q3: 15,493 shares; 2025Q4: 21,515 shares; 2026Q1: 89,800 shares 89,800 $2.19M 0.01% +68,285 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,391 shares; 2024Q4: 28,265 shares; 2025Q1: 30,658 shares; 2025Q2: 32,626 shares; 2025Q3: 33,569 shares; 2025Q4: 39,836 shares; 2026Q1: 43,190 shares 43,190 $2.19M 0.01% +3,354 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,284 shares; 2024Q4: 39,900 shares; 2025Q1: 35,300 shares; 2025Q2: 36,294 shares; 2025Q3: 57,556 shares; 2025Q4: 59,743 shares; 2026Q1: 65,949 shares 65,949 $2.19M 0.01% +6,206 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 135,662 shares 135,662 $2.18M 0.01% +133,019 Timeline SCHE 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: 63,983 shares; 2024Q4: 60,603 shares; 2025Q1: 57,314 shares; 2025Q2: 67,261 shares; 2025Q3: 84,025 shares; 2025Q4: 71,670 shares; 2026Q1: 66,141 shares 66,141 $2.18M 0.01% -5,529 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 30 shares; 2025Q1: 1,655 shares; 2025Q2: 5,401 shares; 2025Q3: 6,970 shares; 2025Q4: 6,320 shares; 2026Q1: 41,143 shares 41,143 $2.18M 0.01% +34,823 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 42 shares; 2025Q1: 2,591 shares; 2025Q2: 54 shares; 2025Q3: 125 shares; 2025Q4: 10,117 shares; 2026Q1: 32,246 shares 32,246 $2.18M 0.01% +22,129 Timeline FXU 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: 15,401 shares; 2024Q4: 13,818 shares; 2025Q1: 465,634 shares; 2025Q2: 541,082 shares; 2025Q3: 530,943 shares; 2025Q4: 466,244 shares; 2026Q1: 43,716 shares 43,716 $2.17M 0.01% -422,528 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 100 shares; 2025Q3: 52,905 shares; 2025Q4: 84,280 shares; 2026Q1: 76,975 shares 76,975 $2.16M 0.01% -7,305 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 236,348 shares; 2025Q2: 249,612 shares; 2025Q3: 202,529 shares; 2025Q4: 288,095 shares; 2026Q1: 115,143 shares 115,143 $2.16M 0.01% -172,952 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,854 shares; 2024Q4: 14,569 shares; 2025Q1: 14,064 shares; 2025Q2: 14,515 shares; 2025Q3: 19,072 shares; 2025Q4: 19,109 shares; 2026Q1: 26,362 shares 26,362 $2.16M 0.01% +7,253 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,431 shares; 2024Q4: 56,721 shares; 2025Q1: 56,075 shares; 2025Q2: 55,924 shares; 2025Q3: 58,072 shares; 2025Q4: 55,845 shares; 2026Q1: 57,636 shares 57,636 $2.16M 0.01% +1,791 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,989 shares; 2024Q4: 12,064 shares; 2025Q1: 11,451 shares; 2025Q2: 14,704 shares; 2025Q3: 14,619 shares; 2025Q4: 13,453 shares; 2026Q1: 6,664 shares 6,664 $2.15M 0.01% -6,789 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,897 shares; 2024Q4: 72,751 shares; 2025Q1: 60,015 shares; 2025Q2: 38,344 shares; 2025Q3: 64,793 shares; 2025Q4: 57,040 shares; 2026Q1: 48,408 shares 48,408 $2.15M 0.01% -8,632 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 150,990 shares; 2026Q1: 549,901 shares 549,901 $2.15M 0.01% +398,911 Timeline EMLP 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: 40,487 shares; 2024Q4: 41,880 shares; 2025Q1: 60,184 shares; 2025Q2: 47,047 shares; 2025Q3: 48,814 shares; 2025Q4: 50,529 shares; 2026Q1: 49,129 shares 49,129 $2.14M 0.01% -1,400 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,338 shares; 2025Q1: 3,204 shares; 2025Q2: 3,224 shares; 2025Q3: 11,027 shares; 2025Q4: 11,766 shares; 2026Q1: 11,915 shares 11,915 $2.14M 0.01% +149 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,819 shares; 2025Q1: 2,284 shares; 2025Q2: 3,037 shares; 2025Q3: 3,445 shares; 2025Q4: 6,392 shares; 2026Q1: 6,985 shares 6,985 $2.12M 0.01% +593 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 25,500 shares; 2026Q1: 71,804 shares 71,804 $2.11M 0.01% +46,304 Timeline DFGR 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: 150,915 shares; 2024Q4: 154,906 shares; 2025Q1: 114,851 shares; 2025Q2: 107,409 shares; 2025Q3: 93,814 shares; 2025Q4: 89,278 shares; 2026Q1: 78,324 shares 78,324 $2.08M 0.01% -10,954 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,745 shares; 2024Q4: 25,021 shares; 2025Q1: 40,512 shares; 2025Q2: 30,741 shares; 2025Q3: 31,098 shares; 2025Q4: 43,036 shares; 2026Q1: 32,187 shares 32,187 $2.08M 0.01% -10,849 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,361 shares; 2025Q1: 28,175 shares; 2025Q2: 25,019 shares; 2025Q3: 23,374 shares; 2025Q4: 23,382 shares; 2026Q1: 27,845 shares 27,845 $2.08M 0.01% +4,463 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,852 shares; 2024Q4: 37,489 shares; 2025Q1: 30,551 shares; 2025Q2: 97,481 shares; 2025Q3: 109,810 shares; 2025Q4: 141,851 shares; 2026Q1: 120,048 shares 120,048 $2.07M 0.01% -21,803 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,784 shares; 2026Q1: 81,452 shares 81,452 $2.06M 0.01% +1,668 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,462 shares; 2025Q1: 2,305 shares; 2025Q2: 2,312 shares; 2025Q3: 3,374 shares; 2025Q4: 3,589 shares; 2026Q1: 3,502 shares 3,502 $2.06M 0.01% -87 Timeline BSCV 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: 60,599 shares; 2025Q1: 65,514 shares; 2025Q2: 75,229 shares; 2025Q3: 81,461 shares; 2025Q4: 87,468 shares; 2026Q1: 125,177 shares 125,177 $2.06M 0.01% +37,709 Timeline SCHP 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: 59,905 shares; 2024Q4: 94,876 shares; 2025Q1: 85,804 shares; 2025Q2: 73,490 shares; 2025Q3: 73,022 shares; 2025Q4: 73,209 shares; 2026Q1: 77,359 shares 77,359 $2.06M 0.01% +4,150 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,431 shares; 2024Q4: 9,427 shares; 2025Q1: 4,228 shares; 2025Q2: 7,339 shares; 2025Q3: 6,431 shares; 2025Q4: 12,895 shares; 2026Q1: 23,668 shares 23,668 $2.06M 0.01% +10,773 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,121 shares; 2024Q4: 34,827 shares; 2025Q1: 64,971 shares; 2025Q2: 45,179 shares; 2025Q3: 42,899 shares; 2025Q4: 17,065 shares; 2026Q1: 18,831 shares 18,831 $2.05M 0.01% +1,766 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 17,526 shares; 2025Q1: 19,072 shares; 2025Q2: 31,690 shares; 2025Q3: 36,993 shares; 2025Q4: 24,029 shares; 2026Q1: 19,227 shares 19,227 $2.05M 0.01% -4,802 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 51,480 shares 51,480 $2.05M 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 19,123 shares; 2025Q1: 17,656 shares; 2025Q2: 18,247 shares; 2025Q3: 17,120 shares; 2025Q4: 28,057 shares; 2026Q1: 17,951 shares 17,951 $2.05M 0.01% -10,106 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,227 shares; 2024Q4: 27,216 shares; 2025Q1: 26,795 shares; 2025Q2: 25,370 shares; 2025Q3: 23,909 shares; 2025Q4: 26,154 shares; 2026Q1: 26,328 shares 26,328 $2.04M 0.01% +174 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,291 shares; 2026Q1: 71,294 shares 71,294 $2.04M 0.01% -30,997 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,361 shares; 2024Q4: 168,310 shares; 2025Q1: 173,647 shares; 2025Q2: 176,543 shares; 2025Q3: 179,868 shares; 2025Q4: 163,558 shares; 2026Q1: 187,974 shares 187,974 $2.04M 0.01% +24,416 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,523 shares; 2025Q4: 200,823 shares; 2026Q1: 183,000 shares 183,000 $2.03M 0.01% -17,823 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 30,606 shares; 2025Q1: 32,543 shares; 2025Q2: 32,346 shares; 2025Q3: 58,907 shares; 2025Q4: 68,984 shares; 2026Q1: 179,952 shares 179,952 $2.03M 0.01% +110,968 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 3,354 shares; 2025Q1: 8,670 shares; 2025Q2: 10,505 shares; 2025Q3: 10,848 shares; 2025Q4: 15,123 shares; 2026Q1: 19,298 shares 19,298 $2.03M 0.01% +4,175 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 5,793 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 2,036 shares; 2026Q1: 12,703 shares 12,703 $2.03M 0.01% +10,667 Timeline VFLO 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: 43,301 shares; 2024Q4: 47,855 shares; 2025Q1: 58,846 shares; 2025Q2: 28,847 shares; 2025Q3: 41,124 shares; 2025Q4: 47,217 shares; 2026Q1: 51,107 shares 51,107 $2.02M 0.01% +3,890 Timeline PSC 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: not reported; 2024Q4: not reported; 2025Q1: 31,510 shares; 2025Q2: 38,369 shares; 2025Q3: 75,482 shares; 2025Q4: 37,277 shares; 2026Q1: 35,184 shares 35,184 $2.02M 0.01% -2,093 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,206 shares; 2024Q4: 31,031 shares; 2025Q1: 29,241 shares; 2025Q2: 138,945 shares; 2025Q3: 84,433 shares; 2025Q4: 78,532 shares; 2026Q1: 58,683 shares 58,683 $2.01M 0.01% -19,849 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 5,642 shares; 2025Q1: 6,585 shares; 2025Q2: 7,783 shares; 2025Q3: 7,721 shares; 2025Q4: 8,139 shares; 2026Q1: 8,153 shares 8,153 $2.01M 0.01% +14 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,705 shares; 2024Q4: 42,761 shares; 2025Q1: 49,711 shares; 2025Q2: 49,303 shares; 2025Q3: 51,433 shares; 2025Q4: 43,060 shares; 2026Q1: 43,076 shares 43,076 $2.01M 0.01% +16 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,872 shares; 2025Q4: 74,570 shares; 2026Q1: 74,160 shares 74,160 $2.01M 0.01% -410 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,190 shares; 2024Q4: 29,775 shares; 2025Q1: 30,165 shares; 2025Q2: 14,522 shares; 2025Q3: 13,613 shares; 2025Q4: 18,396 shares; 2026Q1: 18,004 shares 18,004 $2.01M 0.01% -392 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,625 shares; 2024Q4: 40,884 shares; 2025Q1: 51,762 shares; 2025Q2: 61,177 shares; 2025Q3: 63,075 shares; 2025Q4: 62,602 shares; 2026Q1: 60,309 shares 60,309 $2M 0.01% -2,293 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,340 shares; 2024Q4: 9,409 shares; 2025Q1: 27,907 shares; 2025Q2: 38,903 shares; 2025Q3: 30,552 shares; 2025Q4: 32,284 shares; 2026Q1: 24,472 shares 24,472 $1.99M 0.01% -7,812 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,278 shares; 2024Q4: 85,970 shares; 2025Q1: 68,313 shares; 2025Q2: 136,398 shares; 2025Q3: 78,408 shares; 2025Q4: 39,338 shares; 2026Q1: 29,620 shares 29,620 $1.99M 0.01% -9,718 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,497 shares; 2024Q4: 83,622 shares; 2025Q1: 80,847 shares; 2025Q2: 80,097 shares; 2025Q3: 83,097 shares; 2025Q4: 90,287 shares; 2026Q1: 70,077 shares 70,077 $1.99M 0.01% -20,210 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,951 shares; 2024Q4: 44,937 shares; 2025Q1: 39,241 shares; 2025Q2: 11,078 shares; 2025Q3: 42,961 shares; 2025Q4: not reported; 2026Q1: 40,918 shares 40,918 $1.98M 0.01% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,578 shares; 2024Q4: 85,168 shares; 2025Q1: 81,932 shares; 2025Q2: 183,319 shares; 2025Q3: 182,080 shares; 2025Q4: 43,546 shares; 2026Q1: 43,084 shares 43,084 $1.98M 0.01% -462 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,735 shares; 2024Q4: 35,850 shares; 2025Q1: 34,968 shares; 2025Q2: 35,362 shares; 2025Q3: 38,992 shares; 2025Q4: 38,387 shares; 2026Q1: 38,158 shares 38,158 $1.98M 0.01% -229 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,422 shares; 2025Q3: 44,581 shares; 2025Q4: 46,685 shares; 2026Q1: 97,503 shares 97,503 $1.97M 0.01% +50,818 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,252 shares; 2024Q4: 27,771 shares; 2025Q1: 26,573 shares; 2025Q2: 27,332 shares; 2025Q3: 29,631 shares; 2025Q4: 43,263 shares; 2026Q1: 42,157 shares 42,157 $1.97M 0.01% -1,106 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,127 shares; 2024Q4: 21,779 shares; 2025Q1: 44,265 shares; 2025Q2: 70,305 shares; 2025Q3: 40,003 shares; 2025Q4: 16,589 shares; 2026Q1: 24,454 shares 24,454 $1.97M 0.01% +7,865 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 5,477 shares; 2025Q3: 5,303 shares; 2025Q4: 12,390 shares; 2026Q1: 33,808 shares 33,808 $1.96M 0.01% +21,418 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,240 shares; 2024Q4: 30,540 shares; 2025Q1: 31,290 shares; 2025Q2: 26,827 shares; 2025Q3: 27,039 shares; 2025Q4: 28,052 shares; 2026Q1: 24,917 shares 24,917 $1.96M 0.01% -3,135 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,038 shares; 2024Q4: 14,409 shares; 2025Q1: 12,411 shares; 2025Q2: 2,019 shares; 2025Q3: 12,106 shares; 2025Q4: 10,213 shares; 2026Q1: 118,828 shares 118,828 $1.95M 0.01% +108,615 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 2,916 shares; 2025Q1: 3,242 shares; 2025Q2: 2,843 shares; 2025Q3: 3,399 shares; 2025Q4: 2,948 shares; 2026Q1: 18,544 shares 18,544 $1.95M 0.01% +15,596 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 11,951 shares; 2025Q3: not reported; 2025Q4: 42,970 shares; 2026Q1: 144,268 shares 144,268 $1.95M 0.01% +101,298 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,450 shares; 2025Q1: 36,548 shares; 2025Q2: 44,346 shares; 2025Q3: 49,060 shares; 2025Q4: 42,460 shares; 2026Q1: 42,996 shares 42,996 $1.94M 0.01% +536 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,795 shares; 2024Q4: 109,200 shares; 2025Q1: 93,173 shares; 2025Q2: 72,658 shares; 2025Q3: 65,177 shares; 2025Q4: 66,540 shares; 2026Q1: 74,579 shares 74,579 $1.94M 0.01% +8,039 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,351 shares; 2024Q4: 22,876 shares; 2025Q1: 22,905 shares; 2025Q2: 22,967 shares; 2025Q3: 22,778 shares; 2025Q4: 23,486 shares; 2026Q1: 23,790 shares 23,790 $1.94M 0.01% +304 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,909 shares; 2024Q4: 49,607 shares; 2025Q1: 69,896 shares; 2025Q2: 110,055 shares; 2025Q3: 94,093 shares; 2025Q4: 92,134 shares; 2026Q1: 23,890 shares 23,890 $1.94M 0.01% -68,244 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 13,413 shares; 2025Q1: 13,631 shares; 2025Q2: 13,784 shares; 2025Q3: 13,143 shares; 2025Q4: 13,891 shares; 2026Q1: 14,383 shares 14,383 $1.94M 0.01% +492 Timeline SPTI 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: 285,383 shares; 2024Q4: 232,326 shares; 2025Q1: 102,441 shares; 2025Q2: 123,372 shares; 2025Q3: 124,745 shares; 2025Q4: 90,476 shares; 2026Q1: 67,385 shares 67,385 $1.93M 0.01% -23,091 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,890 shares; 2026Q1: 115,166 shares 115,166 $1.93M 0.01% +72,276 Timeline BSJQ 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: 59,300 shares; 2024Q4: 60,486 shares; 2025Q1: 65,438 shares; 2025Q2: 62,655 shares; 2025Q3: 75,746 shares; 2025Q4: 76,888 shares; 2026Q1: 82,996 shares 82,996 $1.92M 0.01% +6,108 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 36 shares; 2025Q1: 174 shares; 2025Q2: 8,183 shares; 2025Q3: 8,635 shares; 2025Q4: 19,350 shares; 2026Q1: 37,143 shares 37,143 $1.92M 0.01% +17,793 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 2,684 shares; 2025Q1: 12,597 shares; 2025Q2: 9,906 shares; 2025Q3: 10,825 shares; 2025Q4: 13,124 shares; 2026Q1: 20,416 shares 20,416 $1.92M 0.01% +7,292 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,988 shares; 2024Q4: 157,773 shares; 2025Q1: 57,903 shares; 2025Q2: 8,931 shares; 2025Q3: 15,551 shares; 2025Q4: 43,953 shares; 2026Q1: 38,330 shares 38,330 $1.92M 0.01% -5,623 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,684 shares; 2025Q4: 51,790 shares; 2026Q1: 72,803 shares 72,803 $1.91M 0.01% +21,013 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,006 shares; 2025Q1: 1,977 shares; 2025Q2: 13,989 shares; 2025Q3: 14,280 shares; 2025Q4: 15,533 shares; 2026Q1: 9,683 shares 9,683 $1.91M 0.01% -5,850 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,926 shares; 2024Q4: 9,868 shares; 2025Q1: 9,985 shares; 2025Q2: 38,578 shares; 2025Q3: 13,698 shares; 2025Q4: 60,726 shares; 2026Q1: 41,193 shares 41,193 $1.91M 0.01% -19,533 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,462 shares; 2024Q4: 36,045 shares; 2025Q1: 34,362 shares; 2025Q2: 34,362 shares; 2025Q3: 34,362 shares; 2025Q4: 32,545 shares; 2026Q1: 41,292 shares 41,292 $1.9M 0.01% +8,747 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,866 shares; 2024Q4: 25,169 shares; 2025Q1: 26,270 shares; 2025Q2: 32,882 shares; 2025Q3: 33,528 shares; 2025Q4: 27,458 shares; 2026Q1: 26,161 shares 26,161 $1.9M 0.01% -1,297 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,770 shares; 2024Q4: 25,143 shares; 2025Q1: 12,361 shares; 2025Q2: 8,738 shares; 2025Q3: 1,498 shares; 2025Q4: 31,957 shares; 2026Q1: 113,047 shares 113,047 $1.9M 0.01% +81,090 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 3,190 shares; 2025Q1: 2,275 shares; 2025Q2: 1,842 shares; 2025Q3: 31,131 shares; 2025Q4: 30,179 shares; 2026Q1: 26,651 shares 26,651 $1.89M 0.01% -3,528 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,936 shares; 2024Q4: 59,139 shares; 2025Q1: 64,459 shares; 2025Q2: 61,562 shares; 2025Q3: 74,601 shares; 2025Q4: 77,457 shares; 2026Q1: 84,655 shares 84,655 $1.89M 0.01% +7,198 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 5,582 shares; 2025Q1: 5,198 shares; 2025Q2: 5,269 shares; 2025Q3: 7,215 shares; 2025Q4: 7,235 shares; 2026Q1: 7,108 shares 7,108 $1.89M 0.01% -127 Timeline DFSU 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: 55,198 shares; 2024Q4: 76,533 shares; 2025Q1: 64,787 shares; 2025Q2: 61,378 shares; 2025Q3: 53,012 shares; 2025Q4: 46,020 shares; 2026Q1: 46,020 shares 46,020 $1.89M 0.01% 0 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,111 shares; 2024Q4: 37,959 shares; 2025Q1: 37,113 shares; 2025Q2: 40,355 shares; 2025Q3: 36,586 shares; 2025Q4: 35,736 shares; 2026Q1: 35,744 shares 35,744 $1.89M 0.01% +8 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,739 shares; 2024Q4: 82,444 shares; 2025Q1: 45,783 shares; 2025Q2: 48,157 shares; 2025Q3: 48,153 shares; 2025Q4: 48,298 shares; 2026Q1: 47,406 shares 47,406 $1.89M 0.01% -892 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350,912 shares; 2025Q2: 448,021 shares; 2025Q3: 53,196 shares; 2025Q4: 44,875 shares; 2026Q1: 40,932 shares 40,932 $1.88M 0.01% -3,943 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 39,071 shares; 2025Q1: 40,720 shares; 2025Q2: 43,625 shares; 2025Q3: 44,994 shares; 2025Q4: 46,160 shares; 2026Q1: 45,936 shares 45,936 $1.87M 0.01% -224 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,073 shares; 2024Q4: 13,128 shares; 2025Q1: 11,436 shares; 2025Q2: 10,916 shares; 2025Q3: 10,439 shares; 2025Q4: 11,379 shares; 2026Q1: 11,079 shares 11,079 $1.87M 0.01% -300 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,310 shares; 2024Q4: 33,353 shares; 2025Q1: 38,278 shares; 2025Q2: 60,968 shares; 2025Q3: 59,513 shares; 2025Q4: 60,068 shares; 2026Q1: 55,805 shares 55,805 $1.87M 0.01% -4,263 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,001 shares; 2024Q4: 48,310 shares; 2025Q1: 49,782 shares; 2025Q2: 53,577 shares; 2025Q3: 47,930 shares; 2025Q4: 42,652 shares; 2026Q1: 35,412 shares 35,412 $1.87M 0.01% -7,240 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,820 shares; 2024Q4: 40,505 shares; 2025Q1: 41,772 shares; 2025Q2: 48,654 shares; 2025Q3: 53,437 shares; 2025Q4: 63,920 shares; 2026Q1: 47,677 shares 47,677 $1.86M 0.01% -16,243 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,608 shares; 2025Q2: 16,456 shares; 2025Q3: 147,146 shares; 2025Q4: 118,757 shares; 2026Q1: 117,584 shares 117,584 $1.86M 0.01% -1,173 Timeline JSI 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: 18,821 shares; 2024Q4: 21,221 shares; 2025Q1: 26,523 shares; 2025Q2: 25,238 shares; 2025Q3: 30,809 shares; 2025Q4: 33,816 shares; 2026Q1: 36,046 shares 36,046 $1.86M 0.01% +2,230 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,024 shares; 2024Q4: 45,514 shares; 2025Q1: 41,379 shares; 2025Q2: 38,992 shares; 2025Q3: 38,507 shares; 2025Q4: 38,365 shares; 2026Q1: 38,334 shares 38,334 $1.86M 0.01% -31 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 10,125 shares; 2025Q1: 1,562 shares; 2025Q2: 3,067 shares; 2025Q3: 3,531 shares; 2025Q4: 5,976 shares; 2026Q1: 9,054 shares 9,054 $1.85M 0.01% +3,078 Timeline EBND 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: 102,226 shares; 2024Q4: 112,972 shares; 2025Q1: 84,870 shares; 2025Q2: 85,757 shares; 2025Q3: 89,317 shares; 2025Q4: 89,775 shares; 2026Q1: 89,316 shares 89,316 $1.84M 0.01% -459 Timeline CMF 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: 128,509 shares; 2024Q4: 131,212 shares; 2025Q1: 124,764 shares; 2025Q2: 116,458 shares; 2025Q3: 31,184 shares; 2025Q4: 29,813 shares; 2026Q1: 32,379 shares 32,379 $1.84M 0.01% +2,566 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,193 shares; 2025Q1: 2,488 shares; 2025Q2: 6,707 shares; 2025Q3: 30,174 shares; 2025Q4: 49,691 shares; 2026Q1: 45,486 shares 45,486 $1.84M 0.01% -4,205 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: 47,466 shares; 2025Q2: 44,498 shares; 2025Q3: 49,058 shares; 2025Q4: 49,497 shares; 2026Q1: 44,180 shares 44,180 $1.84M 0.01% -5,317 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,469 shares 66,469 $1.83M 0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,512 shares; 2025Q4: 66,386 shares; 2026Q1: 111,435 shares 111,435 $1.83M 0.01% +45,049 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 2,406 shares; 2025Q1: 2,588 shares; 2025Q2: 2,539 shares; 2025Q3: 2,913 shares; 2025Q4: 3,617 shares; 2026Q1: 6,299 shares 6,299 $1.83M 0.01% +2,682 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,234 shares; 2024Q4: 70,197 shares; 2025Q1: 62,668 shares; 2025Q2: 74,754 shares; 2025Q3: 101,451 shares; 2025Q4: 167,452 shares; 2026Q1: 276,083 shares 276,083 $1.83M 0.01% +108,631 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,954 shares; 2024Q4: 24,631 shares; 2025Q1: 22,699 shares; 2025Q2: 23,248 shares; 2025Q3: 26,603 shares; 2025Q4: 25,982 shares; 2026Q1: 25,974 shares 25,974 $1.83M 0.01% -8 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 11,443 shares; 2025Q1: 12,341 shares; 2025Q2: 58,485 shares; 2025Q3: 54,934 shares; 2025Q4: 27,321 shares; 2026Q1: 22,727 shares 22,727 $1.82M 0.01% -4,594 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,287 shares; 2024Q4: 18,996 shares; 2025Q1: 19,630 shares; 2025Q2: 20,852 shares; 2025Q3: 19,361 shares; 2025Q4: 21,336 shares; 2026Q1: 24,186 shares 24,186 $1.8M 0.01% +2,850 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,191 shares; 2024Q4: 11,600 shares; 2025Q1: 9,345 shares; 2025Q2: 11,537 shares; 2025Q3: 14,288 shares; 2025Q4: 18,368 shares; 2026Q1: 18,809 shares 18,809 $1.8M 0.01% +441 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,238 shares; 2024Q4: 25,913 shares; 2025Q1: 30,609 shares; 2025Q2: 27,759 shares; 2025Q3: 27,875 shares; 2025Q4: 29,244 shares; 2026Q1: 39,184 shares 39,184 $1.79M 0.01% +9,940 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,382 shares; 2024Q4: 65,254 shares; 2025Q1: 61,520 shares; 2025Q2: 50,578 shares; 2025Q3: 52,435 shares; 2025Q4: 51,795 shares; 2026Q1: 73,834 shares 73,834 $1.79M 0.01% +22,039 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,115 shares; 2024Q4: 23,845 shares; 2025Q1: 23,388 shares; 2025Q2: 19,303 shares; 2025Q3: 21,863 shares; 2025Q4: 20,126 shares; 2026Q1: 24,582 shares 24,582 $1.79M 0.01% +4,456 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,737 shares; 2024Q4: 21,498 shares; 2025Q1: 23,509 shares; 2025Q2: 40,969 shares; 2025Q3: 43,035 shares; 2025Q4: 39,029 shares; 2026Q1: 37,810 shares 37,810 $1.78M 0.01% -1,219 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 6,106 shares; 2025Q1: 6,300 shares; 2025Q2: 5,720 shares; 2025Q3: 6,267 shares; 2025Q4: 7,894 shares; 2026Q1: 8,062 shares 8,062 $1.78M 0.01% +168 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,529 shares; 2024Q4: 47,168 shares; 2025Q1: 47,804 shares; 2025Q2: 167,030 shares; 2025Q3: 175,622 shares; 2025Q4: 179,828 shares; 2026Q1: 169,154 shares 169,154 $1.78M 0.01% -10,674 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,156 shares 34,156 $1.78M 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,232 shares; 2024Q4: 16,668 shares; 2025Q1: 19,893 shares; 2025Q2: 21,030 shares; 2025Q3: 13,738 shares; 2025Q4: 14,590 shares; 2026Q1: 12,932 shares 12,932 $1.77M 0.01% -1,658 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,586 shares; 2024Q4: 38,567 shares; 2025Q1: 36,567 shares; 2025Q2: 35,958 shares; 2025Q3: 33,183 shares; 2025Q4: 32,111 shares; 2026Q1: 35,611 shares 35,611 $1.77M 0.01% +3,500 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 5,400 shares; 2025Q1: 577 shares; 2025Q2: 2,803 shares; 2025Q3: 1,870 shares; 2025Q4: 5,949 shares; 2026Q1: 6,282 shares 6,282 $1.77M 0.01% +333 Timeline IBMR 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: 105,852 shares; 2025Q1: 84,353 shares; 2025Q2: 82,917 shares; 2025Q3: 84,023 shares; 2025Q4: 85,690 shares; 2026Q1: 69,682 shares 69,682 $1.77M 0.01% -16,008 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 16,740 shares; 2025Q1: 16,958 shares; 2025Q2: 16,837 shares; 2025Q3: 19,162 shares; 2025Q4: 19,555 shares; 2026Q1: 17,553 shares 17,553 $1.77M 0.01% -2,002 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,849 shares; 2025Q4: 37,469 shares; 2026Q1: 69,752 shares 69,752 $1.77M 0.01% +32,283 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,475 shares; 2024Q4: 336,302 shares; 2025Q1: 362,629 shares; 2025Q2: 371,865 shares; 2025Q3: 365,076 shares; 2025Q4: 103,767 shares; 2026Q1: 99,490 shares 99,490 $1.77M 0.01% -4,277 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,846 shares; 2024Q4: 8,860 shares; 2025Q1: 24,164 shares; 2025Q2: 28,115 shares; 2025Q3: 36,818 shares; 2025Q4: 18,813 shares; 2026Q1: 13,321 shares 13,321 $1.75M 0.01% -5,492 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 5,196 shares; 2025Q1: 5,455 shares; 2025Q2: 5,819 shares; 2025Q3: 4,248 shares; 2025Q4: 4,913 shares; 2026Q1: 7,562 shares 7,562 $1.75M 0.01% +2,649 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,112 shares; 2025Q1: 9,815 shares; 2025Q2: 9,911 shares; 2025Q3: 10,559 shares; 2025Q4: 10,394 shares; 2026Q1: 9,452 shares 9,452 $1.75M 0.01% -942 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 21,414 shares; 2025Q1: 15,352 shares; 2025Q2: 16,384 shares; 2025Q3: 15,719 shares; 2025Q4: 15,761 shares; 2026Q1: 26,343 shares 26,343 $1.74M 0.01% +10,582 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 4,883 shares; 2025Q1: 7,630 shares; 2025Q2: 10,723 shares; 2025Q3: 12,326 shares; 2025Q4: 12,998 shares; 2026Q1: 13,066 shares 13,066 $1.72M 0.01% +68 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 22,142 shares; 2025Q1: 20,277 shares; 2025Q2: 20,964 shares; 2025Q3: 26,463 shares; 2025Q4: 26,538 shares; 2026Q1: 23,920 shares 23,920 $1.72M 0.01% -2,618 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,135 shares; 2024Q4: 48,999 shares; 2025Q1: 93,922 shares; 2025Q2: 85,977 shares; 2025Q3: 90,396 shares; 2025Q4: 82,844 shares; 2026Q1: 22,544 shares 22,544 $1.71M 0.01% -60,300 Timeline ISVL 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: 41,355 shares; 2024Q4: 39,530 shares; 2025Q1: 37,930 shares; 2025Q2: 38,358 shares; 2025Q3: 39,909 shares; 2025Q4: 39,165 shares; 2026Q1: 35,602 shares 35,602 $1.71M 0.01% -3,563 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 7,686 shares; 2025Q1: 11,887 shares; 2025Q2: 12,071 shares; 2025Q3: 13,154 shares; 2025Q4: 12,758 shares; 2026Q1: 13,066 shares 13,066 $1.71M 0.01% +308 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,822 shares; 2025Q3: 88,851 shares; 2025Q4: 100,516 shares; 2026Q1: 41,778 shares 41,778 $1.7M 0.01% -58,738 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION 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: 10,309 shares; 2025Q3: 182,745 shares; 2025Q4: 182,809 shares; 2026Q1: 211,407 shares 211,407 $1.7M 0.01% +28,598 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,165 shares; 2024Q4: 85,146 shares; 2025Q1: 28,068 shares; 2025Q2: 33,192 shares; 2025Q3: 36,565 shares; 2025Q4: 32,509 shares; 2026Q1: 33,455 shares 33,455 $1.69M 0.01% +946 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 6,174 shares; 2025Q1: 6,395 shares; 2025Q2: 5,915 shares; 2025Q3: 23,856 shares; 2025Q4: 24,729 shares; 2026Q1: 19,844 shares 19,844 $1.69M 0.01% -4,885 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 23,905 shares; 2025Q1: 18,995 shares; 2025Q2: 19,253 shares; 2025Q3: 12,503 shares; 2025Q4: 30,197 shares; 2026Q1: 26,895 shares 26,895 $1.69M 0.01% -3,302 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,171 shares; 2025Q4: 115,366 shares; 2026Q1: 116,718 shares 116,718 $1.69M 0.01% +1,352 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,932 shares; 2024Q4: 156,751 shares; 2025Q1: 154,958 shares; 2025Q2: 148,127 shares; 2025Q3: 204,246 shares; 2025Q4: 194,749 shares; 2026Q1: 223,845 shares 223,845 $1.68M 0.01% +29,096 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 12,548 shares; 2025Q1: 19,324 shares; 2025Q2: 20,888 shares; 2025Q3: 26,064 shares; 2025Q4: 27,568 shares; 2026Q1: 12,956 shares 12,956 $1.68M 0.01% -14,612 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 18,673 shares; 2025Q1: 18,715 shares; 2025Q2: 15,583 shares; 2025Q3: 22,435 shares; 2025Q4: 28,716 shares; 2026Q1: 30,667 shares 30,667 $1.68M 0.01% +1,951 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,132 shares; 2024Q4: 23,917 shares; 2025Q1: 26,150 shares; 2025Q2: 23,262 shares; 2025Q3: 26,121 shares; 2025Q4: 27,801 shares; 2026Q1: 29,894 shares 29,894 $1.67M 0.01% +2,093 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 967 shares; 2025Q2: 1,077 shares; 2025Q3: 2,876 shares; 2025Q4: 1,669 shares; 2026Q1: 5,747 shares 5,747 $1.66M 0.01% +4,078 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,390 shares; 2024Q4: 59,261 shares; 2025Q1: 56,712 shares; 2025Q2: 69,660 shares; 2025Q3: 77,690 shares; 2025Q4: 77,302 shares; 2026Q1: 13,666 shares 13,666 $1.66M 0.01% -63,636 Timeline CLOI 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: 1,788 shares; 2024Q4: 5,398 shares; 2025Q1: 19,673 shares; 2025Q2: 55,364 shares; 2025Q3: 64,896 shares; 2025Q4: 33,357 shares; 2026Q1: 31,418 shares 31,418 $1.66M 0.01% -1,939 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,256 shares; 2026Q1: 17,191 shares 17,191 $1.65M 0.01% -65 Timeline PTH 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: 399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares; 2026Q1: 33,597 shares 33,597 $1.65M 0.01% +33,135 Timeline XLB 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: 20,518 shares; 2024Q4: 16,348 shares; 2025Q1: 13,409 shares; 2025Q2: 13,515 shares; 2025Q3: 13,304 shares; 2025Q4: 28,811 shares; 2026Q1: 32,919 shares 32,919 $1.64M 0.01% +4,108 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 22,587 shares; 2025Q1: 23,541 shares; 2025Q2: 31,827 shares; 2025Q3: 111,659 shares; 2025Q4: 164,664 shares; 2026Q1: 104,615 shares 104,615 $1.64M 0.01% -60,049 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 6,339 shares; 2025Q1: 6,560 shares; 2025Q2: 8,832 shares; 2025Q3: 15,861 shares; 2025Q4: 8,874 shares; 2026Q1: 9,340 shares 9,340 $1.64M 0.01% +466 Timeline PIZ 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 26,147 shares; 2025Q4: 29,159 shares; 2026Q1: 33,128 shares 33,128 $1.64M 0.01% +3,969 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 12,561 shares; 2025Q1: 107 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 7,852 shares; 2026Q1: 67,503 shares 67,503 $1.64M 0.01% +59,651 Timeline VLU 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: 2,935 shares; 2024Q4: 2,583 shares; 2025Q1: 2,594 shares; 2025Q2: 12,696 shares; 2025Q3: 12,292 shares; 2025Q4: 7,139 shares; 2026Q1: 7,615 shares 7,615 $1.64M 0.01% +476 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,471 shares; 2025Q1: 10,996 shares; 2025Q2: 12,558 shares; 2025Q3: 15,242 shares; 2025Q4: 18,693 shares; 2026Q1: 18,294 shares 18,294 $1.63M 0.01% -399 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 9,028 shares 9,028 $1.63M 0.01% +8,913 Timeline DFIS 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: 22,134 shares; 2024Q4: 22,452 shares; 2025Q1: 22,100 shares; 2025Q2: 22,423 shares; 2025Q3: 26,337 shares; 2025Q4: 44,008 shares; 2026Q1: 48,355 shares 48,355 $1.63M 0.01% +4,347 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 859 shares; 2025Q1: 913 shares; 2025Q2: 7,030 shares; 2025Q3: 6,422 shares; 2025Q4: 8,244 shares; 2026Q1: 7,937 shares 7,937 $1.62M 0.01% -307 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,170 shares; 2024Q4: 15,650 shares; 2025Q1: 15,695 shares; 2025Q2: 16,442 shares; 2025Q3: 17,236 shares; 2025Q4: 23,389 shares; 2026Q1: 17,612 shares 17,612 $1.62M 0.01% -5,777 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,865 shares; 2024Q4: 62,072 shares; 2025Q1: 62,259 shares; 2025Q2: 61,239 shares; 2025Q3: 81,952 shares; 2025Q4: 78,144 shares; 2026Q1: 77,998 shares 77,998 $1.62M 0.01% -146 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 11,850 shares; 2025Q1: 4,238 shares; 2025Q2: 3,832 shares; 2025Q3: 3,349 shares; 2025Q4: 3,425 shares; 2026Q1: 2,994 shares 2,994 $1.61M 0.01% -431 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,137 shares; 2024Q4: 12,787 shares; 2025Q1: 12,064 shares; 2025Q2: 12,154 shares; 2025Q3: 19,915 shares; 2025Q4: 18,685 shares; 2026Q1: 16,084 shares 16,084 $1.6M 0.01% -2,601 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,670 shares; 2025Q1: 10,214 shares; 2025Q2: 11,403 shares; 2025Q3: 11,865 shares; 2025Q4: 22,016 shares; 2026Q1: 54,272 shares 54,272 $1.6M 0.01% +32,256 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 26,909 shares; 2025Q1: 23,219 shares; 2025Q2: 25,970 shares; 2025Q3: 33,575 shares; 2025Q4: 36,347 shares; 2026Q1: 38,678 shares 38,678 $1.6M 0.01% +2,331 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,615 shares; 2025Q1: 2,839 shares; 2025Q2: 33,102 shares; 2025Q3: 8,576 shares; 2025Q4: 7,768 shares; 2026Q1: 8,301 shares 8,301 $1.59M 0.01% +533 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,760 shares 22,760 $1.59M 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 11,861 shares; 2025Q1: 15,488 shares; 2025Q2: 8,507 shares; 2025Q3: 16,660 shares; 2025Q4: 29,101 shares; 2026Q1: 60,388 shares 60,388 $1.59M 0.01% +31,287 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,288 shares; 2024Q4: 22,518 shares; 2025Q1: 44,090 shares; 2025Q2: 52,709 shares; 2025Q3: 56,207 shares; 2025Q4: 62,519 shares; 2026Q1: 59,593 shares 59,593 $1.59M 0.01% -2,926 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,795 shares; 2024Q4: 24,115 shares; 2025Q1: 23,878 shares; 2025Q2: 19,522 shares; 2025Q3: 23,460 shares; 2025Q4: 24,922 shares; 2026Q1: 25,632 shares 25,632 $1.58M 0.01% +710 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 37,244 shares; 2025Q4: 37,302 shares; 2026Q1: 38,052 shares 38,052 $1.57M 0.01% +750 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 5,513 shares; 2025Q1: 1,899 shares; 2025Q2: 1,214 shares; 2025Q3: 1,330 shares; 2025Q4: 1,033 shares; 2026Q1: 60,827 shares 60,827 $1.57M 0.01% +59,794 Timeline BSJS 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: 55,237 shares; 2024Q4: 56,857 shares; 2025Q1: 61,296 shares; 2025Q2: 61,387 shares; 2025Q3: 65,455 shares; 2025Q4: 66,402 shares; 2026Q1: 72,459 shares 72,459 $1.57M 0.01% +6,057 Timeline GSST 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: 473 shares; 2024Q4: 53,643 shares; 2025Q1: 50,966 shares; 2025Q2: 53,992 shares; 2025Q3: 55,387 shares; 2025Q4: 79,972 shares; 2026Q1: 30,978 shares 30,978 $1.57M 0.01% -48,994 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 11,761 shares; 2025Q1: 11,948 shares; 2025Q2: 11,092 shares; 2025Q3: 10,592 shares; 2025Q4: 10,272 shares; 2026Q1: 12,275 shares 12,275 $1.56M 0.01% +2,003 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,028 shares; 2024Q4: 13,333 shares; 2025Q1: 29,264 shares; 2025Q2: 34,234 shares; 2025Q3: 35,485 shares; 2025Q4: 24,845 shares; 2026Q1: 21,504 shares 21,504 $1.56M 0.01% -3,341 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 7,325 shares; 2025Q1: 4,499 shares; 2025Q2: 2,658 shares; 2025Q3: 5,003 shares; 2025Q4: 7,939 shares; 2026Q1: 8,679 shares 8,679 $1.56M 0.01% +740 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 2,660 shares; 2025Q1: 1,464 shares; 2025Q2: 2,013 shares; 2025Q3: 609 shares; 2025Q4: 1,420 shares; 2026Q1: 2,867 shares 2,867 $1.56M 0.01% +1,447 Timeline FLCB 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: 2,188 shares; 2024Q4: 2,188 shares; 2025Q1: 37,506 shares; 2025Q2: 38,243 shares; 2025Q3: 43,417 shares; 2025Q4: 63,433 shares; 2026Q1: 72,335 shares 72,335 $1.55M 0.01% +8,902 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,612 shares; 2025Q2: 24,535 shares; 2025Q3: 27,247 shares; 2025Q4: 29,410 shares; 2026Q1: 38,324 shares 38,324 $1.55M 0.01% +8,914 Timeline YLD 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: not reported; 2024Q4: not reported; 2025Q1: 77,899 shares; 2025Q2: 114,460 shares; 2025Q3: 220,870 shares; 2025Q4: 91,635 shares; 2026Q1: 81,604 shares 81,604 $1.55M 0.01% -10,031 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 5,566 shares; 2025Q1: 5,917 shares; 2025Q2: 5,996 shares; 2025Q3: 12,344 shares; 2025Q4: 13,345 shares; 2026Q1: 15,304 shares 15,304 $1.53M 0.01% +1,959 Timeline BSJT 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: 201 shares; 2024Q4: 2,026 shares; 2025Q1: 59,194 shares; 2025Q2: 59,584 shares; 2025Q3: 65,034 shares; 2025Q4: 65,905 shares; 2026Q1: 72,752 shares 72,752 $1.53M 0.01% +6,847 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,666 shares; 2024Q4: 29,355 shares; 2025Q1: 29,655 shares; 2025Q2: 39,666 shares; 2025Q3: 36,849 shares; 2025Q4: 34,179 shares; 2026Q1: 34,064 shares 34,064 $1.53M 0.01% -115 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,626 shares; 2024Q4: 111,350 shares; 2025Q1: 146,113 shares; 2025Q2: 153,711 shares; 2025Q3: 152,506 shares; 2025Q4: 145,007 shares; 2026Q1: 123,780 shares 123,780 $1.53M 0.01% -21,227 Timeline FTHI 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: 30,124 shares; 2024Q4: 34,149 shares; 2025Q1: 45,052 shares; 2025Q2: 45,886 shares; 2025Q3: 64,331 shares; 2025Q4: 65,479 shares; 2026Q1: 66,426 shares 66,426 $1.52M 0.01% +947 Timeline UTEN 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: 7,940 shares; 2024Q4: 38,824 shares; 2025Q1: 84,466 shares; 2025Q2: 87,170 shares; 2025Q3: 34,842 shares; 2025Q4: 36,585 shares; 2026Q1: 34,925 shares 34,925 $1.52M 0.01% -1,660 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 6,904 shares; 2025Q1: 5,335 shares; 2025Q2: 22,903 shares; 2025Q3: 24,807 shares; 2025Q4: 23,071 shares; 2026Q1: 23,339 shares 23,339 $1.52M 0.01% +268 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,025 shares 39,025 $1.52M 0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 3,654 shares; 2025Q1: 4,272 shares; 2025Q2: 4,788 shares; 2025Q3: 6,580 shares; 2025Q4: 7,027 shares; 2026Q1: 6,215 shares 6,215 $1.52M 0.01% -812 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,156 shares; 2025Q4: 20,550 shares; 2026Q1: 24,374 shares 24,374 $1.52M 0.01% +3,824 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,025 shares; 2025Q3: 4,000 shares; 2025Q4: 4,015 shares; 2026Q1: 71,920 shares 71,920 $1.52M 0.01% +67,905 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 17,783 shares; 2025Q1: 356 shares; 2025Q2: 361 shares; 2025Q3: 5,019 shares; 2025Q4: 26,172 shares; 2026Q1: 30,926 shares 30,926 $1.51M 0.01% +4,754 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,884 shares; 2024Q4: 27,938 shares; 2025Q1: 28,251 shares; 2025Q2: 28,302 shares; 2025Q3: 27,308 shares; 2025Q4: 27,103 shares; 2026Q1: 27,142 shares 27,142 $1.51M 0.01% +39 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,402 shares; 2024Q4: 23,202 shares; 2025Q1: 23,202 shares; 2025Q2: 22,402 shares; 2025Q3: 55,172 shares; 2025Q4: 60,421 shares; 2026Q1: 117,358 shares 117,358 $1.51M 0.01% +56,937 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,447 shares; 2024Q4: 82,330 shares; 2025Q1: 78,378 shares; 2025Q2: 64,622 shares; 2025Q3: 63,770 shares; 2025Q4: 60,300 shares; 2026Q1: 58,346 shares 58,346 $1.51M 0.01% -1,954 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,515 shares; 2025Q4: 12,628 shares; 2026Q1: 17,150 shares 17,150 $1.51M 0.01% +4,522 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,540 shares; 2025Q1: 5,885 shares; 2025Q2: 6,000 shares; 2025Q3: 5,831 shares; 2025Q4: 6,442 shares; 2026Q1: 6,494 shares 6,494 $1.51M 0.01% +52 Timeline WTPI 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: 23,805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,581 shares; 2025Q3: 66,512 shares; 2025Q4: 41,824 shares; 2026Q1: 47,141 shares 47,141 $1.5M 0.01% +5,317 Timeline VGLT 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: 61,674 shares; 2024Q4: 66,427 shares; 2025Q1: 45,592 shares; 2025Q2: 42,421 shares; 2025Q3: 29,162 shares; 2025Q4: 27,813 shares; 2026Q1: 27,056 shares 27,056 $1.5M 0.01% -757 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,943 shares; 2025Q1: 6,775 shares; 2025Q2: 6,764 shares; 2025Q3: 9,831 shares; 2025Q4: 9,966 shares; 2026Q1: 30,041 shares 30,041 $1.5M 0.01% +20,075 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,689 shares; 2024Q4: 24,842 shares; 2025Q1: 20,873 shares; 2025Q2: 25,351 shares; 2025Q3: 24,792 shares; 2025Q4: 27,359 shares; 2026Q1: 25,345 shares 25,345 $1.5M 0.01% -2,014 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 1,681 shares; 2025Q1: 1,585 shares; 2025Q2: 4,812 shares; 2025Q3: 4,929 shares; 2025Q4: 24,227 shares; 2026Q1: 22,685 shares 22,685 $1.5M 0.01% -1,542 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,563 shares; 2024Q4: 48,092 shares; 2025Q1: 64,583 shares; 2025Q2: 78,034 shares; 2025Q3: 59,951 shares; 2025Q4: 65,465 shares; 2026Q1: 72,116 shares 72,116 $1.49M 0.01% +6,651 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,594 shares; 2024Q4: 38,990 shares; 2025Q1: 40,289 shares; 2025Q2: 40,979 shares; 2025Q3: 53,205 shares; 2025Q4: 47,074 shares; 2026Q1: 35,994 shares 35,994 $1.49M 0.01% -11,080 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,901 shares; 2025Q3: 12,243 shares; 2025Q4: 11,925 shares; 2026Q1: 13,097 shares 13,097 $1.49M 0.01% +1,172 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,656 shares; 2025Q1: 10,250 shares; 2025Q2: 11,466 shares; 2025Q3: 32,978 shares; 2025Q4: 38,772 shares; 2026Q1: 37,638 shares 37,638 $1.49M 0.01% -1,134 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 29,144 shares; 2025Q1: 29,674 shares; 2025Q2: 29,033 shares; 2025Q3: 35,582 shares; 2025Q4: 35,629 shares; 2026Q1: 36,901 shares 36,901 $1.49M 0.01% +1,272 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 19,163 shares; 2025Q1: 19,303 shares; 2025Q2: 22,803 shares; 2025Q3: 33,153 shares; 2025Q4: 55,525 shares; 2026Q1: 66,240 shares 66,240 $1.48M 0.01% +10,715 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 5,236 shares; 2026Q1: 57,897 shares 57,897 $1.48M 0.01% +52,661 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,553 shares; 2024Q4: 163,162 shares; 2025Q1: 169,275 shares; 2025Q2: 209,722 shares; 2025Q3: 212,808 shares; 2025Q4: 232,696 shares; 2026Q1: 131,600 shares 131,600 $1.48M 0.01% -101,096 Timeline FELV 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: 1,097 shares; 2024Q4: 500 shares; 2025Q1: 54,398 shares; 2025Q2: 44,531 shares; 2025Q3: 34,825 shares; 2025Q4: 46,201 shares; 2026Q1: 42,261 shares 42,261 $1.48M 0.01% -3,940 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,159 shares; 2025Q1: 5,435 shares; 2025Q2: 40,589 shares; 2025Q3: 43,108 shares; 2025Q4: 43,852 shares; 2026Q1: 15,671 shares 15,671 $1.47M 0.01% -28,181 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,700 shares; 2024Q4: 35,050 shares; 2025Q1: 34,800 shares; 2025Q2: 34,300 shares; 2025Q3: 34,300 shares; 2025Q4: 37,733 shares; 2026Q1: 37,733 shares 37,733 $1.47M 0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 49,104 shares; 2025Q1: 50,475 shares; 2025Q2: 50,335 shares; 2025Q3: 50,893 shares; 2025Q4: 51,710 shares; 2026Q1: 54,388 shares 54,388 $1.46M 0.01% +2,678 Timeline PRF 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: 26,911 shares; 2024Q4: 27,153 shares; 2025Q1: 27,150 shares; 2025Q2: 31,943 shares; 2025Q3: 31,882 shares; 2025Q4: 32,224 shares; 2026Q1: 30,731 shares 30,731 $1.46M 0.01% -1,493 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,569 shares; 2025Q1: 9,061 shares; 2025Q2: 8,546 shares; 2025Q3: 7,937 shares; 2025Q4: 8,739 shares; 2026Q1: 8,988 shares 8,988 $1.46M 0.01% +249 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,830 shares; 2024Q4: 32,509 shares; 2025Q1: 59,036 shares; 2025Q2: 94,040 shares; 2025Q3: 103,754 shares; 2025Q4: 82,241 shares; 2026Q1: 82,770 shares 82,770 $1.46M 0.01% +529 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,051 shares; 2024Q4: 27,908 shares; 2025Q1: 18,258 shares; 2025Q2: 22,526 shares; 2025Q3: 26,351 shares; 2025Q4: 37,688 shares; 2026Q1: 33,985 shares 33,985 $1.46M 0.01% -3,703 Timeline DBEZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,669 shares; 2025Q3: 25,741 shares; 2025Q4: 27,233 shares; 2026Q1: 26,467 shares 26,467 $1.46M 0.01% -766 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,221 shares; 2024Q4: 37,431 shares; 2025Q1: 39,013 shares; 2025Q2: 47,559 shares; 2025Q3: 49,197 shares; 2025Q4: 47,702 shares; 2026Q1: 54,584 shares 54,584 $1.46M 0.01% +6,882 Timeline HEFA 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: 113,547 shares; 2024Q4: 122,719 shares; 2025Q1: 606,227 shares; 2025Q2: 141,189 shares; 2025Q3: 45,135 shares; 2025Q4: 34,514 shares; 2026Q1: 34,196 shares 34,196 $1.45M 0.01% -318 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,869 shares; 2024Q4: 11,102 shares; 2025Q1: 9,959 shares; 2025Q2: 7,844 shares; 2025Q3: 8,436 shares; 2025Q4: 8,200 shares; 2026Q1: 21,650 shares 21,650 $1.45M 0.01% +13,450 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,692 shares; 2024Q4: 133,435 shares; 2025Q1: 131,888 shares; 2025Q2: 135,245 shares; 2025Q3: 110,840 shares; 2025Q4: 95,939 shares; 2026Q1: 97,220 shares 97,220 $1.44M 0.01% +1,281 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,167 shares; 2024Q4: 142,846 shares; 2025Q1: 146,932 shares; 2025Q2: 113,327 shares; 2025Q3: 139,871 shares; 2025Q4: 121,568 shares; 2026Q1: 132,673 shares 132,673 $1.44M 0.01% +11,105 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,499 shares; 2025Q1: 5,104 shares; 2025Q2: 14,059 shares; 2025Q3: 20,500 shares; 2025Q4: 21,304 shares; 2026Q1: 22,113 shares 22,113 $1.44M 0.01% +809 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,337 shares; 2024Q4: 92,306 shares; 2025Q1: 95,676 shares; 2025Q2: 101,535 shares; 2025Q3: 100,017 shares; 2025Q4: 106,437 shares; 2026Q1: 71,615 shares 71,615 $1.44M 0.01% -34,822 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 10,324 shares; 2025Q1: 26,937 shares; 2025Q2: 28,171 shares; 2025Q3: 27,825 shares; 2025Q4: 30,006 shares; 2026Q1: 29,931 shares 29,931 $1.43M 0.01% -75 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 747 shares; 2025Q1: 715 shares; 2025Q2: 696 shares; 2025Q3: 663 shares; 2025Q4: 3,112 shares; 2026Q1: 11,848 shares 11,848 $1.43M 0.01% +8,736 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 17,191 shares; 2025Q1: 21,502 shares; 2025Q2: 20,377 shares; 2025Q3: 16,970 shares; 2025Q4: 16,231 shares; 2026Q1: 16,313 shares 16,313 $1.43M 0.01% +82 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,993 shares; 2024Q4: 13,261 shares; 2025Q1: 12,837 shares; 2025Q2: 14,604 shares; 2025Q3: 14,320 shares; 2025Q4: 15,826 shares; 2026Q1: 11,921 shares 11,921 $1.43M 0.01% -3,905 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 10,629 shares; 2025Q1: 10,098 shares; 2025Q2: 10,010 shares; 2025Q3: 7,548 shares; 2025Q4: 10,716 shares; 2026Q1: 11,156 shares 11,156 $1.43M 0.01% +440 Timeline VFMF 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: 5,264 shares; 2024Q4: 6,431 shares; 2025Q1: 5,687 shares; 2025Q2: 7,334 shares; 2025Q3: 7,436 shares; 2025Q4: 7,905 shares; 2026Q1: 9,215 shares 9,215 $1.43M 0.01% +1,310 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 9,810 shares; 2025Q1: 33,267 shares; 2025Q2: 19,587 shares; 2025Q3: 48,808 shares; 2025Q4: 88,336 shares; 2026Q1: 60,041 shares 60,041 $1.43M 0.01% -28,295 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,757 shares; 2024Q4: 221,965 shares; 2025Q1: 244,081 shares; 2025Q2: 240,790 shares; 2025Q3: 216,645 shares; 2025Q4: 137,631 shares; 2026Q1: 139,978 shares 139,978 $1.42M 0.01% +2,347 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 58 shares; 2025Q1: 9,627 shares; 2025Q2: 263 shares; 2025Q3: 8,159 shares; 2025Q4: 115,616 shares; 2026Q1: 33,300 shares 33,300 $1.41M 0.01% -82,316 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,108 shares; 2024Q4: 32,542 shares; 2025Q1: 30,246 shares; 2025Q2: 37,554 shares; 2025Q3: 38,244 shares; 2025Q4: 11,951 shares; 2026Q1: 39,585 shares 39,585 $1.41M 0.01% +27,634 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 3,275 shares; 2025Q1: 2,856 shares; 2025Q2: 4,440 shares; 2025Q3: 3,968 shares; 2025Q4: 11,334 shares; 2026Q1: 9,166 shares 9,166 $1.41M 0.01% -2,168 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 10,774 shares; 2025Q1: 8,617 shares; 2025Q2: 8,549 shares; 2025Q3: 7,382 shares; 2025Q4: 8,037 shares; 2026Q1: 17,123 shares 17,123 $1.41M 0.01% +9,086 Timeline FALN 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: 9,591 shares; 2024Q4: 12,975 shares; 2025Q1: 14,703 shares; 2025Q2: 34,859 shares; 2025Q3: 36,664 shares; 2025Q4: 47,031 shares; 2026Q1: 52,838 shares 52,838 $1.41M 0.01% +5,807 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,297 shares; 2024Q4: 15,391 shares; 2025Q1: 42,363 shares; 2025Q2: 44,945 shares; 2025Q3: 44,192 shares; 2025Q4: 30,419 shares; 2026Q1: 43,105 shares 43,105 $1.41M 0.01% +12,686 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,481 shares; 2024Q4: 5,061 shares; 2025Q1: 4,997 shares; 2025Q2: 6,597 shares; 2025Q3: 8,086 shares; 2025Q4: 5,506 shares; 2026Q1: 10,857 shares 10,857 $1.41M 0.01% +5,351 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,340 shares 15,340 $1.41M 0.01% new Timeline CPAI 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: 55 shares; 2025Q3: 23,593 shares; 2025Q4: 25,118 shares; 2026Q1: 33,659 shares 33,659 $1.41M 0.01% +8,541 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,362 shares 35,362 $1.4M 0.01% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 308 shares; 2025Q4: 1,893 shares; 2026Q1: 34,344 shares 34,344 $1.4M 0.01% +32,451 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,473 shares; 2024Q4: 38,985 shares; 2025Q1: 43,433 shares; 2025Q2: 47,569 shares; 2025Q3: 50,043 shares; 2025Q4: 44,031 shares; 2026Q1: 11,882 shares 11,882 $1.4M 0.01% -32,149 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,143 shares; 2024Q4: 32,182 shares; 2025Q1: 33,147 shares; 2025Q2: 35,142 shares; 2025Q3: 35,573 shares; 2025Q4: 36,923 shares; 2026Q1: 37,440 shares 37,440 $1.4M 0.01% +517 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 65,842 shares; 2025Q1: 10,618 shares; 2025Q2: 50,337 shares; 2025Q3: 50,547 shares; 2025Q4: 91,286 shares; 2026Q1: 15,272 shares 15,272 $1.4M 0.01% -76,014 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,642 shares; 2024Q4: 106,201 shares; 2025Q1: 105,200 shares; 2025Q2: 107,752 shares; 2025Q3: 118,171 shares; 2025Q4: 114,671 shares; 2026Q1: 126,814 shares 126,814 $1.4M 0.01% +12,143 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,229 shares; 2024Q4: 72,594 shares; 2025Q1: 67,278 shares; 2025Q2: 67,613 shares; 2025Q3: 67,828 shares; 2025Q4: 63,005 shares; 2026Q1: 62,783 shares 62,783 $1.4M 0.01% -222 Timeline SHYG 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: 19,222 shares; 2024Q4: 17,920 shares; 2025Q1: 18,510 shares; 2025Q2: 19,752 shares; 2025Q3: 26,124 shares; 2025Q4: 28,717 shares; 2026Q1: 32,976 shares 32,976 $1.4M 0.01% +4,259 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,738 shares; 2025Q1: 2,644 shares; 2025Q2: 59,162 shares; 2025Q3: 67,100 shares; 2025Q4: 84,698 shares; 2026Q1: 75,841 shares 75,841 $1.39M 0.01% -8,857 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,036 shares; 2024Q4: 9,036 shares; 2025Q1: 8,804 shares; 2025Q2: 18,304 shares; 2025Q3: 10,915 shares; 2025Q4: 12,163 shares; 2026Q1: 13,634 shares 13,634 $1.38M 0.01% +1,471 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,004 shares; 2024Q4: 71,422 shares; 2025Q1: 82,567 shares; 2025Q2: 90,238 shares; 2025Q3: 149,017 shares; 2025Q4: 85,403 shares; 2026Q1: 75,195 shares 75,195 $1.38M <0.01% -10,208 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,619 shares; 2024Q4: 29,502 shares; 2025Q1: 37,435 shares; 2025Q2: 35,023 shares; 2025Q3: 42,419 shares; 2025Q4: 38,608 shares; 2026Q1: 27,390 shares 27,390 $1.38M <0.01% -11,218 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,758 shares; 2025Q1: 1,871 shares; 2025Q2: 1,834 shares; 2025Q3: 2,327 shares; 2025Q4: 1,883 shares; 2026Q1: 1,895 shares 1,895 $1.38M <0.01% +12 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,284 shares; 2024Q4: 30,220 shares; 2025Q1: 33,628 shares; 2025Q2: 34,084 shares; 2025Q3: 35,726 shares; 2025Q4: 36,044 shares; 2026Q1: 37,572 shares 37,572 $1.38M <0.01% +1,528 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 3,381 shares; 2025Q1: 3,769 shares; 2025Q2: 19,664 shares; 2025Q3: 24,331 shares; 2025Q4: 23,826 shares; 2026Q1: 24,351 shares 24,351 $1.38M <0.01% +525 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,745 shares; 2024Q4: 271,254 shares; 2025Q1: 292,840 shares; 2025Q2: 288,914 shares; 2025Q3: 251,360 shares; 2025Q4: 291,701 shares; 2026Q1: 123,710 shares 123,710 $1.37M <0.01% -167,991 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,275 shares; 2024Q4: 122,924 shares; 2025Q1: 117,229 shares; 2025Q2: 125,251 shares; 2025Q3: 132,219 shares; 2025Q4: 134,803 shares; 2026Q1: 121,175 shares 121,175 $1.37M <0.01% -13,628 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,223 shares; 2024Q4: 55,610 shares; 2025Q1: 57,865 shares; 2025Q2: 50,397 shares; 2025Q3: 34,369 shares; 2025Q4: 35,741 shares; 2026Q1: 31,614 shares 31,614 $1.36M <0.01% -4,127 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 10,740 shares; 2025Q1: 10,205 shares; 2025Q2: 9,854 shares; 2025Q3: 10,182 shares; 2025Q4: 10,379 shares; 2026Q1: 9,589 shares 9,589 $1.36M <0.01% -790 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,247 shares; 2024Q4: 32,922 shares; 2025Q1: 25,002 shares; 2025Q2: 24,254 shares; 2025Q3: 29,556 shares; 2025Q4: 36,453 shares; 2026Q1: 30,100 shares 30,100 $1.36M <0.01% -6,353 Timeline HIMU 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: 58,695 shares; 2025Q2: 72,015 shares; 2025Q3: 122,774 shares; 2025Q4: 113,317 shares; 2026Q1: 28,244 shares 28,244 $1.36M <0.01% -85,073 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,533 shares; 2024Q4: 40,207 shares; 2025Q1: 35,786 shares; 2025Q2: 31,991 shares; 2025Q3: 31,514 shares; 2025Q4: 29,884 shares; 2026Q1: 33,782 shares 33,782 $1.35M <0.01% +3,898 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,939 shares; 2024Q4: 15,973 shares; 2025Q1: 16,267 shares; 2025Q2: 15,957 shares; 2025Q3: 15,946 shares; 2025Q4: 16,555 shares; 2026Q1: 16,351 shares 16,351 $1.35M <0.01% -204 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,602 shares; 2024Q4: 31,803 shares; 2025Q1: 32,066 shares; 2025Q2: 16,074 shares; 2025Q3: 30,744 shares; 2025Q4: 46,616 shares; 2026Q1: 29,312 shares 29,312 $1.35M <0.01% -17,304 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,700 shares; 2024Q4: 48,500 shares; 2025Q1: 48,500 shares; 2025Q2: 45,800 shares; 2025Q3: 182,225 shares; 2025Q4: 213,449 shares; 2026Q1: 176,041 shares 176,041 $1.35M <0.01% -37,408 Timeline USHY 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: 52,861 shares; 2024Q4: 61,365 shares; 2025Q1: 33,603 shares; 2025Q2: 33,472 shares; 2025Q3: 36,715 shares; 2025Q4: 37,566 shares; 2026Q1: 36,602 shares 36,602 $1.35M <0.01% -964 Timeline INMU 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: 51,818 shares; 2024Q4: 51,510 shares; 2025Q1: 52,790 shares; 2025Q2: 66,619 shares; 2025Q3: 53,707 shares; 2025Q4: 56,361 shares; 2026Q1: 56,378 shares 56,378 $1.35M <0.01% +17 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,815 shares; 2024Q4: 39,776 shares; 2025Q1: 32,928 shares; 2025Q2: 27,418 shares; 2025Q3: 34,222 shares; 2025Q4: 23,246 shares; 2026Q1: 29,160 shares 29,160 $1.34M <0.01% +5,914 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,900 shares; 2025Q1: 15,672 shares; 2025Q2: 16,636 shares; 2025Q3: 22,891 shares; 2025Q4: 22,892 shares; 2026Q1: 35,894 shares 35,894 $1.33M <0.01% +13,002 Timeline BAB 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: 1,274 shares; 2024Q4: 50,218 shares; 2025Q1: 54,152 shares; 2025Q2: 57,685 shares; 2025Q3: 53,711 shares; 2025Q4: 51,624 shares; 2026Q1: 49,250 shares 49,250 $1.33M <0.01% -2,374 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,938 shares; 2024Q4: 19,481 shares; 2025Q1: 19,610 shares; 2025Q2: 18,090 shares; 2025Q3: 99,219 shares; 2025Q4: 104,722 shares; 2026Q1: 105,272 shares 105,272 $1.33M <0.01% +550 Timeline MGV 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: 11,490 shares; 2024Q4: 12,399 shares; 2025Q1: 11,597 shares; 2025Q2: 12,167 shares; 2025Q3: 10,605 shares; 2025Q4: 12,292 shares; 2026Q1: 9,146 shares 9,146 $1.33M <0.01% -3,146 Timeline IOCT 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: 159,589 shares; 2024Q4: 112,545 shares; 2025Q1: 51,735 shares; 2025Q2: 55,853 shares; 2025Q3: 48,826 shares; 2025Q4: 49,458 shares; 2026Q1: 37,819 shares 37,819 $1.33M <0.01% -11,639 Timeline GPIQ 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: 3,567 shares; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 3,650 shares; 2025Q3: 2,929 shares; 2025Q4: 20,567 shares; 2026Q1: 26,773 shares 26,773 $1.32M <0.01% +6,206 Timeline OMFL 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: 10,474 shares; 2024Q4: 16,988 shares; 2025Q1: 17,465 shares; 2025Q2: 15,859 shares; 2025Q3: 18,546 shares; 2025Q4: 24,724 shares; 2026Q1: 22,023 shares 22,023 $1.32M <0.01% -2,701 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 858 shares; 2025Q1: 1,048 shares; 2025Q2: 1,121 shares; 2025Q3: 1,329 shares; 2025Q4: 1,904 shares; 2026Q1: 2,757 shares 2,757 $1.32M <0.01% +853 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,785 shares; 2026Q1: 17,362 shares 17,362 $1.32M <0.01% +577 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,073 shares; 2024Q4: 62,281 shares; 2025Q1: 57,723 shares; 2025Q2: 64,589 shares; 2025Q3: 101,027 shares; 2025Q4: 122,661 shares; 2026Q1: 108,688 shares 108,688 $1.32M <0.01% -13,973 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,692 shares; 2025Q3: 28,224 shares; 2025Q4: 29,063 shares; 2026Q1: 24,050 shares 24,050 $1.32M <0.01% -5,013 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,603 shares; 2024Q4: 14,379 shares; 2025Q1: 54,850 shares; 2025Q2: 44,355 shares; 2025Q3: 42,044 shares; 2025Q4: 31,152 shares; 2026Q1: 33,684 shares 33,684 $1.31M <0.01% +2,532 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,735 shares; 2024Q4: 9,479 shares; 2025Q1: 66,728 shares; 2025Q2: 74,036 shares; 2025Q3: 149,983 shares; 2025Q4: 84,962 shares; 2026Q1: 19,319 shares 19,319 $1.31M <0.01% -65,643 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,526 shares; 2025Q1: 2,673 shares; 2025Q2: 2,395 shares; 2025Q3: 8,528 shares; 2025Q4: 10,432 shares; 2026Q1: 17,740 shares 17,740 $1.31M <0.01% +7,308 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,601 shares; 2025Q1: 4,964 shares; 2025Q2: 5,762 shares; 2025Q3: 5,428 shares; 2025Q4: 5,448 shares; 2026Q1: 9,557 shares 9,557 $1.31M <0.01% +4,109 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,717 shares; 2024Q4: 75,267 shares; 2025Q1: 67,862 shares; 2025Q2: 69,123 shares; 2025Q3: 69,739 shares; 2025Q4: 64,734 shares; 2026Q1: 76,603 shares 76,603 $1.31M <0.01% +11,869 Timeline IYC 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: 13,798 shares; 2024Q4: 13,712 shares; 2025Q1: 13,837 shares; 2025Q2: 13,057 shares; 2025Q3: 33,954 shares; 2025Q4: 34,090 shares; 2026Q1: 13,490 shares 13,490 $1.31M <0.01% -20,600 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,228 shares; 2024Q4: 186,676 shares; 2025Q1: 206,880 shares; 2025Q2: 21,297 shares; 2025Q3: 10,380 shares; 2025Q4: 9,311 shares; 2026Q1: 7,566 shares 7,566 $1.31M <0.01% -1,745 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 4,755 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares; 2026Q1: 27,142 shares 27,142 $1.3M <0.01% +22,187 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,976 shares; 2024Q4: 57,990 shares; 2025Q1: 62,870 shares; 2025Q2: 33,133 shares; 2025Q3: 14,287 shares; 2025Q4: 11,973 shares; 2026Q1: 12,623 shares 12,623 $1.3M <0.01% +650 Timeline VSGX 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: 17,712 shares; 2024Q4: 16,768 shares; 2025Q1: 16,567 shares; 2025Q2: 16,899 shares; 2025Q3: 20,287 shares; 2025Q4: 20,324 shares; 2026Q1: 18,095 shares 18,095 $1.3M <0.01% -2,229 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 6,068 shares; 2025Q1: 6,374 shares; 2025Q2: 6,937 shares; 2025Q3: 7,318 shares; 2025Q4: 7,552 shares; 2026Q1: 17,364 shares 17,364 $1.29M <0.01% +9,812 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 2,022 shares; 2025Q1: 2,425 shares; 2025Q2: 3,050 shares; 2025Q3: 9,812 shares; 2025Q4: 40,947 shares; 2026Q1: 23,658 shares 23,658 $1.29M <0.01% -17,289 Timeline NFLT 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: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 2,271 shares; 2025Q2: 2,271 shares; 2025Q3: 2,271 shares; 2025Q4: 14,895 shares; 2026Q1: 56,657 shares 56,657 $1.29M <0.01% +41,762 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,523 shares; 2024Q4: 20,373 shares; 2025Q1: 21,795 shares; 2025Q2: 21,069 shares; 2025Q3: 27,834 shares; 2025Q4: 28,052 shares; 2026Q1: 44,396 shares 44,396 $1.29M <0.01% +16,344 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 12,248 shares; 2025Q3: 35,783 shares; 2025Q4: 29,389 shares; 2026Q1: 28,931 shares 28,931 $1.29M <0.01% -458 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 9,871 shares; 2025Q3: 19,207 shares; 2025Q4: 18,331 shares; 2026Q1: 19,276 shares 19,276 $1.29M <0.01% +945 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 2,862 shares; 2025Q1: 4,836 shares; 2025Q2: 6,992 shares; 2025Q3: 7,534 shares; 2025Q4: 8,118 shares; 2026Q1: 11,434 shares 11,434 $1.29M <0.01% +3,316 Timeline XOP 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: 9,150 shares; 2024Q4: 6,348 shares; 2025Q1: 6,393 shares; 2025Q2: 2,593 shares; 2025Q3: 2,527 shares; 2025Q4: 3,142 shares; 2026Q1: 7,064 shares 7,064 $1.28M <0.01% +3,922 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 8,461 shares; 2025Q1: 9,952 shares; 2025Q2: 10,398 shares; 2025Q3: 11,700 shares; 2025Q4: 17,573 shares; 2026Q1: 35,577 shares 35,577 $1.28M <0.01% +18,004 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 3,027 shares; 2025Q1: 854 shares; 2025Q2: 1,257 shares; 2025Q3: 1,085 shares; 2025Q4: 1,735 shares; 2026Q1: 2,163 shares 2,163 $1.28M <0.01% +428 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares; 2026Q1: 5,580 shares 5,580 $1.28M <0.01% +2,921 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 18,018 shares; 2025Q1: 24,941 shares; 2025Q2: 27,060 shares; 2025Q3: 50,815 shares; 2025Q4: 54,932 shares; 2026Q1: 127,763 shares 127,763 $1.28M <0.01% +72,831 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,466 shares; 2025Q1: 14,053 shares; 2025Q2: 23,062 shares; 2025Q3: 33,825 shares; 2025Q4: 45,235 shares; 2026Q1: 53,480 shares 53,480 $1.28M <0.01% +8,245 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,648 shares; 2025Q3: 62,000 shares; 2025Q4: 68,645 shares; 2026Q1: 71,220 shares 71,220 $1.28M <0.01% +2,575 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,900 shares; 2025Q4: 75,434 shares; 2026Q1: 101,029 shares 101,029 $1.28M <0.01% +25,595 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,297 shares; 2024Q4: 41,802 shares; 2025Q1: 50,280 shares; 2025Q2: 57,624 shares; 2025Q3: 154,669 shares; 2025Q4: 239,552 shares; 2026Q1: 193,504 shares 193,504 $1.28M <0.01% -46,048 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,526 shares; 2024Q4: 42,026 shares; 2025Q1: 63,254 shares; 2025Q2: 84,090 shares; 2025Q3: 47,100 shares; 2025Q4: 60,814 shares; 2026Q1: 46,475 shares 46,475 $1.28M <0.01% -14,339 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,948 shares; 2025Q1: 71,747 shares; 2025Q2: 78,451 shares; 2025Q3: 59,977 shares; 2025Q4: 52,539 shares; 2026Q1: 55,847 shares 55,847 $1.27M <0.01% +3,308 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,782 shares; 2024Q4: 43,510 shares; 2025Q1: 38,140 shares; 2025Q2: 116,628 shares; 2025Q3: 119,469 shares; 2025Q4: 103,066 shares; 2026Q1: 118,401 shares 118,401 $1.27M <0.01% +15,335 Timeline FLGV 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: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 29,363 shares; 2025Q2: 35,169 shares; 2025Q3: 41,248 shares; 2025Q4: 63,189 shares; 2026Q1: 62,199 shares 62,199 $1.27M <0.01% -990 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,961 shares; 2024Q4: 77,157 shares; 2025Q1: 12,983 shares; 2025Q2: 11,349 shares; 2025Q3: 9,602 shares; 2025Q4: 11,106 shares; 2026Q1: 22,959 shares 22,959 $1.27M <0.01% +11,853 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,485 shares; 2024Q4: 162,628 shares; 2025Q1: 160,498 shares; 2025Q2: 157,168 shares; 2025Q3: 132,041 shares; 2025Q4: 132,183 shares; 2026Q1: 129,205 shares 129,205 $1.26M <0.01% -2,978 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 4,800 shares; 2025Q1: 14,390 shares; 2025Q2: 6,740 shares; 2025Q3: 5,780 shares; 2025Q4: 11,410 shares; 2026Q1: 24,343 shares 24,343 $1.26M <0.01% +12,933 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,634 shares; 2024Q4: 40,990 shares; 2025Q1: 36,285 shares; 2025Q2: 34,031 shares; 2025Q3: 33,460 shares; 2025Q4: 33,215 shares; 2026Q1: 30,800 shares 30,800 $1.26M <0.01% -2,415 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 400 shares; 2025Q3: 401 shares; 2025Q4: 402 shares; 2026Q1: 45,198 shares 45,198 $1.25M <0.01% +44,796 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 6,782 shares; 2025Q1: 574 shares; 2025Q2: 8,745 shares; 2025Q3: 20,660 shares; 2025Q4: 20,873 shares; 2026Q1: 21,606 shares 21,606 $1.25M <0.01% +733 Timeline EEMV 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: 24,412 shares; 2024Q4: 25,343 shares; 2025Q1: 23,264 shares; 2025Q2: 36,926 shares; 2025Q3: 29,520 shares; 2025Q4: 23,221 shares; 2026Q1: 19,248 shares 19,248 $1.25M <0.01% -3,973 Timeline HTRB 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: 11,480 shares; 2024Q4: 202,464 shares; 2025Q1: 209,093 shares; 2025Q2: 224,569 shares; 2025Q3: 39,246 shares; 2025Q4: 39,699 shares; 2026Q1: 36,888 shares 36,888 $1.24M <0.01% -2,811 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,850 shares; 2025Q1: 3,041 shares; 2025Q2: 6,740 shares; 2025Q3: 10,722 shares; 2025Q4: 10,167 shares; 2026Q1: 11,046 shares 11,046 $1.24M <0.01% +879 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 13,239 shares; 2025Q1: 15,672 shares; 2025Q2: 50,024 shares; 2025Q3: 50,605 shares; 2025Q4: 49,726 shares; 2026Q1: 54,641 shares 54,641 $1.23M <0.01% +4,915 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,056 shares; 2024Q4: 38,399 shares; 2025Q1: 38,363 shares; 2025Q2: 38,461 shares; 2025Q3: 38,410 shares; 2025Q4: 38,469 shares; 2026Q1: 34,250 shares 34,250 $1.23M <0.01% -4,219 Timeline JPUS 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: 2,159 shares; 2024Q4: 8,803 shares; 2025Q1: 6,986 shares; 2025Q2: 6,860 shares; 2025Q3: 6,232 shares; 2025Q4: 10,847 shares; 2026Q1: 9,429 shares 9,429 $1.23M <0.01% -1,418 Timeline DES 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: 45,465 shares; 2024Q4: 44,892 shares; 2025Q1: 32,904 shares; 2025Q2: 34,668 shares; 2025Q3: 36,945 shares; 2025Q4: 38,328 shares; 2026Q1: 34,134 shares 34,134 $1.23M <0.01% -4,194 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,272 shares; 2024Q4: 6,548 shares; 2025Q1: 37,822 shares; 2025Q2: 46,099 shares; 2025Q3: 44,404 shares; 2025Q4: 18,205 shares; 2026Q1: 14,191 shares 14,191 $1.23M <0.01% -4,014 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,598 shares; 2025Q4: 2,594 shares; 2026Q1: 12,581 shares 12,581 $1.23M <0.01% +9,987 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,820 shares; 2024Q4: 49,902 shares; 2025Q1: 49,111 shares; 2025Q2: 50,328 shares; 2025Q3: 56,737 shares; 2025Q4: 72,006 shares; 2026Q1: 115,299 shares 115,299 $1.22M <0.01% +43,293 Timeline ROBT 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: 22,799 shares; 2024Q4: 23,360 shares; 2025Q1: 22,810 shares; 2025Q2: 20,637 shares; 2025Q3: 22,267 shares; 2025Q4: 26,250 shares; 2026Q1: 26,484 shares 26,484 $1.22M <0.01% +234 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 12,254 shares; 2025Q1: 11,821 shares; 2025Q2: 4,222 shares; 2025Q3: 4,861 shares; 2025Q4: 5,383 shares; 2026Q1: 4,542 shares 4,542 $1.21M <0.01% -841 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,125 shares; 2024Q4: 53,428 shares; 2025Q1: 57,365 shares; 2025Q2: 45,303 shares; 2025Q3: 87,631 shares; 2025Q4: 101,419 shares; 2026Q1: 126,875 shares 126,875 $1.21M <0.01% +25,456 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 99,112 shares; 2025Q1: 188,058 shares; 2025Q2: 184,373 shares; 2025Q3: 219,110 shares; 2025Q4: 109,914 shares; 2026Q1: 105,155 shares 105,155 $1.21M <0.01% -4,759 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,725 shares; 2024Q4: 41,594 shares; 2025Q1: 39,594 shares; 2025Q2: 38,759 shares; 2025Q3: 36,882 shares; 2025Q4: 36,782 shares; 2026Q1: 35,782 shares 35,782 $1.2M <0.01% -1,000 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,875 shares; 2024Q4: 69,569 shares; 2025Q1: 18,728 shares; 2025Q2: 24,875 shares; 2025Q3: 33,682 shares; 2025Q4: 61,921 shares; 2026Q1: 48,279 shares 48,279 $1.2M <0.01% -13,642 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 15,134 shares; 2026Q1: 16,016 shares 16,016 $1.2M <0.01% +882 Timeline JVAL 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: 13,609 shares; 2025Q1: 16,039 shares; 2025Q2: 18,466 shares; 2025Q3: 17,489 shares; 2025Q4: 24,481 shares; 2026Q1: 24,501 shares 24,501 $1.2M <0.01% +20 Timeline FOWF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,224 shares; 2026Q1: 36,957 shares 36,957 $1.2M <0.01% +1,733 Timeline ONEV 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: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 8,840 shares; 2025Q4: 8,840 shares; 2026Q1: 8,902 shares 8,902 $1.19M <0.01% +62 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 8,623 shares; 2025Q1: 9,116 shares; 2025Q2: 8,784 shares; 2025Q3: 5,954 shares; 2025Q4: 7,015 shares; 2026Q1: 5,788 shares 5,788 $1.19M <0.01% -1,227 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,791 shares; 2025Q1: 5,127 shares; 2025Q2: 4,967 shares; 2025Q3: 17,127 shares; 2025Q4: 17,964 shares; 2026Q1: 12,394 shares 12,394 $1.19M <0.01% -5,570 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,140 shares; 2024Q4: 79,048 shares; 2025Q1: 99,207 shares; 2025Q2: 118,179 shares; 2025Q3: 116,577 shares; 2025Q4: 116,503 shares; 2026Q1: 128,494 shares 128,494 $1.18M <0.01% +11,991 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,236 shares; 2025Q1: 1,097 shares; 2025Q2: 1,026 shares; 2025Q3: 4,755 shares; 2025Q4: 8,908 shares; 2026Q1: 16,281 shares 16,281 $1.18M <0.01% +7,373 Timeline HEZU 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: 31,423 shares; 2024Q4: 32,403 shares; 2025Q1: 30,006 shares; 2025Q2: 28,996 shares; 2025Q3: 28,816 shares; 2025Q4: 28,296 shares; 2026Q1: 26,980 shares 26,980 $1.18M <0.01% -1,316 Timeline DDFL 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: 58,345 shares; 2025Q4: 56,345 shares; 2026Q1: 57,345 shares 57,345 $1.18M <0.01% +1,000 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,840 shares; 2025Q1: 5,643 shares; 2025Q2: 5,467 shares; 2025Q3: 9,789 shares; 2025Q4: 9,713 shares; 2026Q1: 10,440 shares 10,440 $1.18M <0.01% +727 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 11,562 shares; 2025Q1: 11,066 shares; 2025Q2: 6,386 shares; 2025Q3: 17,682 shares; 2025Q4: 17,062 shares; 2026Q1: 19,107 shares 19,107 $1.17M <0.01% +2,045 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 29,221 shares; 2026Q1: 29,221 shares 29,221 $1.17M <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 2,724 shares; 2025Q1: 2,890 shares; 2025Q2: 1,770 shares; 2025Q3: 16,073 shares; 2025Q4: 17,358 shares; 2026Q1: 6,180 shares 6,180 $1.17M <0.01% -11,178 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,422 shares; 2025Q1: 2,391 shares; 2025Q2: 3,946 shares; 2025Q3: 4,451 shares; 2025Q4: 4,857 shares; 2026Q1: 5,426 shares 5,426 $1.16M <0.01% +569 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 32,814 shares; 2025Q1: 45,146 shares; 2025Q2: 43,021 shares; 2025Q3: 53,827 shares; 2025Q4: 52,804 shares; 2026Q1: 58,172 shares 58,172 $1.16M <0.01% +5,368 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,151 shares; 2025Q1: 5,774 shares; 2025Q2: 5,675 shares; 2025Q3: 5,710 shares; 2025Q4: 5,425 shares; 2026Q1: 5,895 shares 5,895 $1.15M <0.01% +470 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,499 shares; 2024Q4: 35,482 shares; 2025Q1: 34,586 shares; 2025Q2: 41,970 shares; 2025Q3: 44,150 shares; 2025Q4: 46,333 shares; 2026Q1: 38,245 shares 38,245 $1.15M <0.01% -8,088 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 13,235 shares; 2025Q3: 12,817 shares; 2025Q4: 26,651 shares; 2026Q1: 29,429 shares 29,429 $1.15M <0.01% +2,778 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,649 shares; 2025Q1: 4,724 shares; 2025Q2: 4,386 shares; 2025Q3: 16,819 shares; 2025Q4: 17,283 shares; 2026Q1: 13,200 shares 13,200 $1.15M <0.01% -4,083 Timeline BBEU 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: 3,248 shares; 2024Q4: 3,315 shares; 2025Q1: 3,248 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 15,600 shares; 2026Q1: 15,871 shares 15,871 $1.15M <0.01% +271 Timeline AAUA 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: 23,467 shares 23,467 $1.15M <0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,972 shares; 2024Q4: 21,415 shares; 2025Q1: 19,038 shares; 2025Q2: 19,186 shares; 2025Q3: 21,836 shares; 2025Q4: 24,243 shares; 2026Q1: 24,204 shares 24,204 $1.15M <0.01% -39 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 12,108 shares; 2025Q1: 15,655 shares; 2025Q2: 12,220 shares; 2025Q3: 12,985 shares; 2025Q4: 8,549 shares; 2026Q1: 8,422 shares 8,422 $1.15M <0.01% -127 Timeline SPTS 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: 33,750 shares; 2024Q4: 19,727 shares; 2025Q1: 34,757 shares; 2025Q2: 66,300 shares; 2025Q3: 62,452 shares; 2025Q4: 53,234 shares; 2026Q1: 39,261 shares 39,261 $1.15M <0.01% -13,973 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,696 shares; 2024Q4: 358,925 shares; 2025Q1: 359,640 shares; 2025Q2: 376,241 shares; 2025Q3: 383,566 shares; 2025Q4: 397,048 shares; 2026Q1: 23,164 shares 23,164 $1.14M <0.01% -373,884 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,263 shares; 2024Q4: 29,719 shares; 2025Q1: 34,512 shares; 2025Q2: 35,723 shares; 2025Q3: 11,277 shares; 2025Q4: 6,978 shares; 2026Q1: 9,710 shares 9,710 $1.14M <0.01% +2,732 Timeline PHO 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: 16,449 shares; 2024Q4: 16,127 shares; 2025Q1: 16,980 shares; 2025Q2: 18,515 shares; 2025Q3: 19,023 shares; 2025Q4: 20,833 shares; 2026Q1: 17,033 shares 17,033 $1.14M <0.01% -3,800 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,620 shares; 2024Q4: 85,017 shares; 2025Q1: 82,751 shares; 2025Q2: 84,429 shares; 2025Q3: 85,795 shares; 2025Q4: 86,474 shares; 2026Q1: 90,957 shares 90,957 $1.14M <0.01% +4,483 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,870 shares; 2024Q4: 313,505 shares; 2025Q1: 28,918 shares; 2025Q2: 21,584 shares; 2025Q3: 21,828 shares; 2025Q4: 21,814 shares; 2026Q1: 19,883 shares 19,883 $1.14M <0.01% -1,931 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,821 shares; 2025Q1: 2,827 shares; 2025Q2: 2,951 shares; 2025Q3: 2,908 shares; 2025Q4: 4,401 shares; 2026Q1: 5,735 shares 5,735 $1.14M <0.01% +1,334 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,146 shares; 2024Q4: 11,611 shares; 2025Q1: 10,823 shares; 2025Q2: 10,449 shares; 2025Q3: 10,408 shares; 2025Q4: 8,560 shares; 2026Q1: 9,340 shares 9,340 $1.14M <0.01% +780 Timeline VWID ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,620 shares; 2026Q1: 30,466 shares 30,466 $1.13M <0.01% +15,846 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,205 shares; 2024Q4: 43,955 shares; 2025Q1: 40,156 shares; 2025Q2: 44,694 shares; 2025Q3: 85,708 shares; 2025Q4: 128,510 shares; 2026Q1: 131,321 shares 131,321 $1.13M <0.01% +2,811 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION 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: 176 shares; 2025Q3: 16,765 shares; 2025Q4: 16,041 shares; 2026Q1: 16,212 shares 16,212 $1.13M <0.01% +171 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 7,766 shares; 2026Q1: 26,894 shares 26,894 $1.13M <0.01% +19,128 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 17,838 shares; 2025Q3: 19,002 shares; 2025Q4: 18,857 shares; 2026Q1: 20,212 shares 20,212 $1.13M <0.01% +1,355 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,951 shares; 2024Q4: 9,278 shares; 2025Q1: 2,612 shares; 2025Q2: 5,516 shares; 2025Q3: 5,981 shares; 2025Q4: 16,632 shares; 2026Q1: 23,290 shares 23,290 $1.13M <0.01% +6,658 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 16,679 shares; 2025Q1: 7,880 shares; 2025Q2: 7,358 shares; 2025Q3: 7,048 shares; 2025Q4: 6,680 shares; 2026Q1: 10,265 shares 10,265 $1.13M <0.01% +3,585 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,345 shares; 2024Q4: 24,917 shares; 2025Q1: 23,589 shares; 2025Q2: 23,748 shares; 2025Q3: 28,514 shares; 2025Q4: 28,733 shares; 2026Q1: 30,918 shares 30,918 $1.13M <0.01% +2,185 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 6,048 shares; 2025Q1: 7,503 shares; 2025Q2: 8,039 shares; 2025Q3: 10,425 shares; 2025Q4: 12,055 shares; 2026Q1: 12,439 shares 12,439 $1.12M <0.01% +384 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,786 shares; 2024Q4: 60,949 shares; 2025Q1: 58,002 shares; 2025Q2: 64,515 shares; 2025Q3: 65,175 shares; 2025Q4: 125,409 shares; 2026Q1: 111,815 shares 111,815 $1.12M <0.01% -13,594 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 973 shares; 2025Q1: 397 shares; 2025Q2: 5,033 shares; 2025Q3: 5,561 shares; 2025Q4: 99,385 shares; 2026Q1: 9,152 shares 9,152 $1.12M <0.01% -90,233 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,055 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 11,142 shares; 2025Q4: 19,764 shares; 2026Q1: 17,503 shares 17,503 $1.11M <0.01% -2,261 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: 7,861 shares; 2025Q1: 9,103 shares; 2025Q2: 10,096 shares; 2025Q3: 9,748 shares; 2025Q4: 9,263 shares; 2026Q1: 8,391 shares 8,391 $1.11M <0.01% -872 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,966 shares; 2025Q2: 43,787 shares; 2025Q3: 43,787 shares; 2025Q4: 43,787 shares; 2026Q1: 43,787 shares 43,787 $1.11M <0.01% 0 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,312 shares; 2024Q4: 305,058 shares; 2025Q1: 28,236 shares; 2025Q2: 28,400 shares; 2025Q3: 27,975 shares; 2025Q4: 31,917 shares; 2026Q1: 30,017 shares 30,017 $1.11M <0.01% -1,900 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 1,201 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 12,752 shares; 2026Q1: 21,359 shares 21,359 $1.11M <0.01% +8,607 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,701 shares; 2024Q4: 72,390 shares; 2025Q1: 84,439 shares; 2025Q2: 84,927 shares; 2025Q3: 85,195 shares; 2025Q4: 87,339 shares; 2026Q1: 104,534 shares 104,534 $1.11M <0.01% +17,195 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 3,325 shares; 2025Q1: 4,408 shares; 2025Q2: 4,316 shares; 2025Q3: 2,263 shares; 2025Q4: 3,417 shares; 2026Q1: 3,432 shares 3,432 $1.1M <0.01% +15 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: 25 shares; 2025Q2: 11,737 shares; 2025Q3: 12,126 shares; 2025Q4: 11,994 shares; 2026Q1: 12,313 shares 12,313 $1.1M <0.01% +319 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,959 shares; 2024Q4: 121,210 shares; 2025Q1: 101,502 shares; 2025Q2: 91,113 shares; 2025Q3: 88,103 shares; 2025Q4: 72,995 shares; 2026Q1: 63,211 shares 63,211 $1.1M <0.01% -9,784 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,378 shares; 2024Q4: 19,444 shares; 2025Q1: 18,434 shares; 2025Q2: 19,861 shares; 2025Q3: 24,123 shares; 2025Q4: 23,489 shares; 2026Q1: 23,672 shares 23,672 $1.1M <0.01% +183 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,615 shares; 2024Q4: 23,769 shares; 2025Q1: 23,717 shares; 2025Q2: 28,223 shares; 2025Q3: 28,129 shares; 2025Q4: 17,641 shares; 2026Q1: 21,792 shares 21,792 $1.1M <0.01% +4,151 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,144 shares; 2025Q1: 4,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,615 shares; 2026Q1: 10,616 shares 10,616 $1.1M <0.01% +1 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,832 shares; 2024Q4: 26,312 shares; 2025Q1: 28,856 shares; 2025Q2: 29,343 shares; 2025Q3: 29,569 shares; 2025Q4: 21,566 shares; 2026Q1: 7,651 shares 7,651 $1.1M <0.01% -13,915 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 3,479 shares; 2025Q1: 684 shares; 2025Q2: 3,536 shares; 2025Q3: 3,317 shares; 2025Q4: 7,934 shares; 2026Q1: 7,596 shares 7,596 $1.1M <0.01% -338 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,058 shares; 2024Q4: 58,591 shares; 2025Q1: 63,650 shares; 2025Q2: 62,018 shares; 2025Q3: 60,183 shares; 2025Q4: 62,724 shares; 2026Q1: 64,136 shares 64,136 $1.1M <0.01% +1,412 Timeline EQAL 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 14,196 shares; 2025Q4: 25,267 shares; 2026Q1: 19,897 shares 19,897 $1.1M <0.01% -5,370 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,764 shares; 2025Q1: 6,625 shares; 2025Q2: 8,895 shares; 2025Q3: 9,066 shares; 2025Q4: 7,838 shares; 2026Q1: 8,207 shares 8,207 $1.1M <0.01% +369 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 11,031 shares; 2025Q1: 10,550 shares; 2025Q2: 11,909 shares; 2025Q3: 10,773 shares; 2025Q4: 10,917 shares; 2026Q1: 8,530 shares 8,530 $1.09M <0.01% -2,387 Timeline VIOO 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: 156,874 shares; 2024Q4: 151,775 shares; 2025Q1: 11,419 shares; 2025Q2: 8,927 shares; 2025Q3: 7,881 shares; 2025Q4: 7,155 shares; 2026Q1: 9,504 shares 9,504 $1.09M <0.01% +2,349 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,360 shares; 2024Q4: 32,201 shares; 2025Q1: 22,497 shares; 2025Q2: 18,448 shares; 2025Q3: 24,015 shares; 2025Q4: 28,074 shares; 2026Q1: 28,010 shares 28,010 $1.09M <0.01% -64 Timeline GAL 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: 22,190 shares; 2024Q4: 22,190 shares; 2025Q1: 22,190 shares; 2025Q2: 22,190 shares; 2025Q3: 22,190 shares; 2025Q4: 22,190 shares; 2026Q1: 22,039 shares 22,039 $1.09M <0.01% -151 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 2,705 shares; 2025Q1: 4,552 shares; 2025Q2: 6,921 shares; 2025Q3: 3,099 shares; 2025Q4: 5,273 shares; 2026Q1: 5,452 shares 5,452 $1.09M <0.01% +179 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 251 shares; 2025Q2: 12,234 shares; 2025Q3: 5,607 shares; 2025Q4: 15,627 shares; 2026Q1: 9,948 shares 9,948 $1.09M <0.01% -5,679 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,599 shares; 2024Q4: 12,983 shares; 2025Q1: 12,622 shares; 2025Q2: 11,681 shares; 2025Q3: 12,601 shares; 2025Q4: 12,231 shares; 2026Q1: 13,027 shares 13,027 $1.09M <0.01% +796 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 35 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 35 shares; 2026Q1: 3,654 shares 3,654 $1.09M <0.01% +3,619 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 75 shares; 2025Q2: 19,410 shares; 2025Q3: 18,098 shares; 2025Q4: 17,969 shares; 2026Q1: 17,140 shares 17,140 $1.08M <0.01% -829 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,578 shares; 2024Q4: 4,482 shares; 2025Q1: 3,949 shares; 2025Q2: 3,387 shares; 2025Q3: 11,018 shares; 2025Q4: 10,575 shares; 2026Q1: 10,420 shares 10,420 $1.08M <0.01% -155 Timeline ENFR 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: 27,402 shares; 2024Q4: 33,479 shares; 2025Q1: 39,278 shares; 2025Q2: 31,340 shares; 2025Q3: 25,835 shares; 2025Q4: 28,577 shares; 2026Q1: 28,177 shares 28,177 $1.08M <0.01% -400 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,257 shares; 2024Q4: 72,872 shares; 2025Q1: 71,556 shares; 2025Q2: 88,112 shares; 2025Q3: 48,269 shares; 2025Q4: 53,238 shares; 2026Q1: 63,437 shares 63,437 $1.08M <0.01% +10,199 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,804 shares; 2024Q4: 10,845 shares; 2025Q1: 24,069 shares; 2025Q2: 18,119 shares; 2025Q3: 19,635 shares; 2025Q4: 28,829 shares; 2026Q1: 26,893 shares 26,893 $1.07M <0.01% -1,936 Timeline GDL GDL FD More: the full row for GDL FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,310 shares; 2024Q4: 124,322 shares; 2025Q1: 126,162 shares; 2025Q2: 127,074 shares; 2025Q3: 125,035 shares; 2025Q4: 127,532 shares; 2026Q1: 128,420 shares 128,420 $1.07M <0.01% +888 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,454 shares; 2024Q4: 7,157 shares; 2025Q1: 6,023 shares; 2025Q2: 6,440 shares; 2025Q3: 13,954 shares; 2025Q4: 16,380 shares; 2026Q1: 17,616 shares 17,616 $1.06M <0.01% +1,236 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 45,611 shares; 2025Q1: 45,426 shares; 2025Q2: 40,751 shares; 2025Q3: 38,761 shares; 2025Q4: 43,775 shares; 2026Q1: 47,279 shares 47,279 $1.06M <0.01% +3,504 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 7,669 shares; 2025Q3: 8,154 shares; 2025Q4: 16,749 shares; 2026Q1: 10,844 shares 10,844 $1.06M <0.01% -5,905 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,458 shares; 2025Q1: 3,533 shares; 2025Q2: 2,887 shares; 2025Q3: 2,837 shares; 2025Q4: 3,176 shares; 2026Q1: 4,250 shares 4,250 $1.06M <0.01% +1,074 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,701 shares; 2025Q1: 2,941 shares; 2025Q2: 2,472 shares; 2025Q3: 2,728 shares; 2025Q4: 2,057 shares; 2026Q1: 1,457 shares 1,457 $1.06M <0.01% -600 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,679 shares; 2024Q4: 14,771 shares; 2025Q1: 17,845 shares; 2025Q2: 25,485 shares; 2025Q3: 44,587 shares; 2025Q4: 52,391 shares; 2026Q1: 50,153 shares 50,153 $1.06M <0.01% -2,238 Timeline SCHH 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: 469 shares; 2024Q4: 320 shares; 2025Q1: 1,324 shares; 2025Q2: 1,341 shares; 2025Q3: 883 shares; 2025Q4: 50,553 shares; 2026Q1: 49,330 shares 49,330 $1.06M <0.01% -1,223 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,443 shares; 2024Q4: 37,153 shares; 2025Q1: 36,500 shares; 2025Q2: 36,500 shares; 2025Q3: 40,500 shares; 2025Q4: 40,304 shares; 2026Q1: 40,304 shares 40,304 $1.06M <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,280 shares; 2025Q1: 2,477 shares; 2025Q2: 2,726 shares; 2025Q3: 2,670 shares; 2025Q4: 4,214 shares; 2026Q1: 4,249 shares 4,249 $1.06M <0.01% +35 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,853 shares; 2024Q4: 26,443 shares; 2025Q1: 23,237 shares; 2025Q2: 21,133 shares; 2025Q3: 23,229 shares; 2025Q4: 31,509 shares; 2026Q1: 29,149 shares 29,149 $1.06M <0.01% -2,360 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,783 shares; 2024Q4: 22,941 shares; 2025Q1: 17,307 shares; 2025Q2: 17,609 shares; 2025Q3: 17,887 shares; 2025Q4: 22,389 shares; 2026Q1: 23,419 shares 23,419 $1.06M <0.01% +1,030 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 29,969 shares 29,969 $1.05M <0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 2,470 shares; 2025Q1: 3,525 shares; 2025Q2: 3,406 shares; 2025Q3: 3,582 shares; 2025Q4: 3,762 shares; 2026Q1: 3,506 shares 3,506 $1.05M <0.01% -256 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,191 shares; 2024Q4: 141,187 shares; 2025Q1: 162,416 shares; 2025Q2: 150,273 shares; 2025Q3: 143,136 shares; 2025Q4: 117,584 shares; 2026Q1: 46,235 shares 46,235 $1.05M <0.01% -71,349 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,487 shares; 2025Q2: 19,712 shares; 2025Q3: 76,591 shares; 2025Q4: 76,741 shares; 2026Q1: 70,841 shares 70,841 $1.05M <0.01% -5,900 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,316 shares; 2024Q4: 12,933 shares; 2025Q1: 11,679 shares; 2025Q2: 83 shares; 2025Q3: 34 shares; 2025Q4: 4,572 shares; 2026Q1: 7,667 shares 7,667 $1.05M <0.01% +3,095 Timeline REET 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: 38,128 shares; 2025Q1: 47,066 shares; 2025Q2: 46,407 shares; 2025Q3: 42,982 shares; 2025Q4: 42,877 shares; 2026Q1: 41,721 shares 41,721 $1.05M <0.01% -1,156 Timeline FLQL 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: 6,243 shares; 2024Q4: 6,475 shares; 2025Q1: 6,364 shares; 2025Q2: 5,944 shares; 2025Q3: 6,790 shares; 2025Q4: 15,293 shares; 2026Q1: 15,459 shares 15,459 $1.05M <0.01% +166 Timeline SLYV 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: 1,299 shares; 2024Q4: 1,308 shares; 2025Q1: 4,170 shares; 2025Q2: 5,660 shares; 2025Q3: 12,975 shares; 2025Q4: 13,441 shares; 2026Q1: 11,055 shares 11,055 $1.05M <0.01% -2,386 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 167 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 11,451 shares; 2026Q1: 22,983 shares 22,983 $1.04M <0.01% +11,532 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,421 shares; 2024Q4: 502,723 shares; 2025Q1: 520,716 shares; 2025Q2: 3,911 shares; 2025Q3: 2,411 shares; 2025Q4: 98,559 shares; 2026Q1: 123,427 shares 123,427 $1.04M <0.01% +24,868 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 9,786 shares; 2025Q1: 2,853 shares; 2025Q2: 49,019 shares; 2025Q3: 5,052 shares; 2025Q4: 1,031 shares; 2026Q1: 24,137 shares 24,137 $1.04M <0.01% +23,106 Timeline ICF 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: 19,131 shares; 2024Q4: 17,359 shares; 2025Q1: 16,398 shares; 2025Q2: 16,224 shares; 2025Q3: 15,887 shares; 2025Q4: 16,260 shares; 2026Q1: 16,782 shares 16,782 $1.04M <0.01% +522 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,278 shares; 2024Q4: 10,439 shares; 2025Q1: 900 shares; 2025Q2: 44,404 shares; 2025Q3: 1,100 shares; 2025Q4: 950 shares; 2026Q1: 12,428 shares 12,428 $1.04M <0.01% +11,478 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,370 shares; 2024Q4: 31,900 shares; 2025Q1: 28,933 shares; 2025Q2: 27,700 shares; 2025Q3: 26,190 shares; 2025Q4: 25,772 shares; 2026Q1: 24,861 shares 24,861 $1.04M <0.01% -911 Timeline HACK 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: 8,973 shares; 2024Q4: 11,078 shares; 2025Q1: 12,135 shares; 2025Q2: 12,435 shares; 2025Q3: 13,944 shares; 2025Q4: 16,136 shares; 2026Q1: 13,777 shares 13,777 $1.03M <0.01% -2,359 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,253 shares; 2024Q4: 35,259 shares; 2025Q1: 35,262 shares; 2025Q2: 35,290 shares; 2025Q3: 35,768 shares; 2025Q4: 36,258 shares; 2026Q1: 34,458 shares 34,458 $1.03M <0.01% -1,800 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,215 shares; 2024Q4: 86,307 shares; 2025Q1: 88,471 shares; 2025Q2: 81,408 shares; 2025Q3: 81,814 shares; 2025Q4: 88,202 shares; 2026Q1: 85,670 shares 85,670 $1.03M <0.01% -2,532 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 7,438 shares; 2025Q1: 44,790 shares; 2025Q2: 17,326 shares; 2025Q3: 37,999 shares; 2025Q4: 15,100 shares; 2026Q1: 8,743 shares 8,743 $1.03M <0.01% -6,357 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares; 2026Q1: 40,390 shares 40,390 $1.03M <0.01% +33,290 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,769 shares; 2024Q4: 80,769 shares; 2025Q1: 80,769 shares; 2025Q2: 80,637 shares; 2025Q3: 117,033 shares; 2025Q4: 80,637 shares; 2026Q1: 80,637 shares 80,637 $1.02M <0.01% 0 Timeline SPYI 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: 870 shares; 2024Q4: 650 shares; 2025Q1: 2,048 shares; 2025Q2: 4,230 shares; 2025Q3: 5,212 shares; 2025Q4: 5,782 shares; 2026Q1: 20,708 shares 20,708 $1.02M <0.01% +14,926 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,920 shares; 2024Q4: 18,518 shares; 2025Q1: 21,256 shares; 2025Q2: 21,258 shares; 2025Q3: 18,486 shares; 2025Q4: 18,381 shares; 2026Q1: 20,280 shares 20,280 $1.02M <0.01% +1,899 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 19,477 shares; 2025Q1: 19,848 shares; 2025Q2: 19,677 shares; 2025Q3: 18,109 shares; 2025Q4: 18,109 shares; 2026Q1: 18,091 shares 18,091 $1.02M <0.01% -18 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 808 shares; 2025Q1: 734 shares; 2025Q2: 687 shares; 2025Q3: 654 shares; 2025Q4: 5,069 shares; 2026Q1: 6,248 shares 6,248 $1.02M <0.01% +1,179 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,416 shares; 2025Q1: 4,799 shares; 2025Q2: 4,989 shares; 2025Q3: 4,052 shares; 2025Q4: 4,089 shares; 2026Q1: 4,657 shares 4,657 $1.01M <0.01% +568 Timeline