ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,819 shares 5,819 $1.01M <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,182 shares; 2024Q4: 105,272 shares; 2025Q1: 12,545 shares; 2025Q2: 43,281 shares; 2025Q3: 25,584 shares; 2025Q4: 27,873 shares; 2026Q1: 29,461 shares 29,461 $1.01M <0.01% +1,588 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 2,967 shares; 2025Q1: 1,388 shares; 2025Q2: 3,707 shares; 2025Q3: 17,131 shares; 2025Q4: 37,374 shares; 2026Q1: 14,984 shares 14,984 $1M <0.01% -22,390 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,572 shares; 2024Q4: 15,666 shares; 2025Q1: 17,590 shares; 2025Q2: 29,067 shares; 2025Q3: 15,873 shares; 2025Q4: 11,612 shares; 2026Q1: 12,394 shares 12,394 $1M <0.01% +782 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 15,972 shares; 2025Q2: 18,472 shares; 2025Q3: 22,758 shares; 2025Q4: 31,401 shares; 2026Q1: 33,701 shares 33,701 $1M <0.01% +2,300 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,797 shares; 2024Q4: 8,209 shares; 2025Q1: 4,821 shares; 2025Q2: 4,621 shares; 2025Q3: 4,621 shares; 2025Q4: 12,856 shares; 2026Q1: 10,348 shares 10,348 $1M <0.01% -2,508 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,575 shares; 2024Q4: 17,273 shares; 2025Q1: 16,956 shares; 2025Q2: 22,985 shares; 2025Q3: 25,506 shares; 2025Q4: 31,471 shares; 2026Q1: 27,613 shares 27,613 $999K <0.01% -3,858 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 2,751 shares; 2025Q1: 342 shares; 2025Q2: 72 shares; 2025Q3: 56 shares; 2025Q4: 3,540 shares; 2026Q1: 3,763 shares 3,763 $998K <0.01% +223 Timeline EDOW 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: 153,334 shares; 2024Q4: 116,067 shares; 2025Q1: 166,470 shares; 2025Q2: 189,856 shares; 2025Q3: 200,299 shares; 2025Q4: 210,935 shares; 2026Q1: 24,552 shares 24,552 $996K <0.01% -186,383 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,419 shares; 2024Q4: 21,286 shares; 2025Q1: 17,673 shares; 2025Q2: 5,572 shares; 2025Q3: 5,161 shares; 2025Q4: 11,356 shares; 2026Q1: 11,361 shares 11,361 $995K <0.01% +5 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,610 shares; 2026Q1: 38,610 shares 38,610 $991K <0.01% 0 Timeline SCHY 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: 3,495 shares; 2024Q4: 8,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,417 shares; 2025Q4: 30,521 shares; 2026Q1: 31,291 shares 31,291 $991K <0.01% +770 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,872 shares; 2026Q1: 19,980 shares 19,980 $989K <0.01% +2,108 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,139 shares; 2025Q4: 2,582 shares; 2026Q1: 6,015 shares 6,015 $984K <0.01% +3,433 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,168 shares; 2024Q4: 135,875 shares; 2025Q1: 143,782 shares; 2025Q2: 141,054 shares; 2025Q3: 179,837 shares; 2025Q4: 173,934 shares; 2026Q1: 177,215 shares 177,215 $984K <0.01% +3,281 Timeline VELO VELO3D INC More: the full row for VELO3D 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: 58,632 shares; 2026Q1: 104,474 shares 104,474 $981K <0.01% +45,842 Timeline SLYG 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: 406 shares; 2024Q4: 6,238 shares; 2025Q1: 6,927 shares; 2025Q2: 8,185 shares; 2025Q3: 13,724 shares; 2025Q4: 13,219 shares; 2026Q1: 10,146 shares 10,146 $980K <0.01% -3,073 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,958 shares; 2024Q4: 14,206 shares; 2025Q1: 14,223 shares; 2025Q2: 15,583 shares; 2025Q3: 15,055 shares; 2025Q4: 17,129 shares; 2026Q1: 17,033 shares 17,033 $979K <0.01% -96 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 9,277 shares; 2025Q1: 8,379 shares; 2025Q2: 5,413 shares; 2025Q3: 5,392 shares; 2025Q4: 5,537 shares; 2026Q1: 5,347 shares 5,347 $975K <0.01% -190 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,201 shares; 2025Q1: 1,546 shares; 2025Q2: 2,055 shares; 2025Q3: 4,822 shares; 2025Q4: 10,202 shares; 2026Q1: 12,046 shares 12,046 $974K <0.01% +1,844 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,137 shares; 2024Q4: 23,307 shares; 2025Q1: 25,306 shares; 2025Q2: 28,592 shares; 2025Q3: 32,700 shares; 2025Q4: 39,723 shares; 2026Q1: 43,150 shares 43,150 $973K <0.01% +3,427 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 955 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 2,301 shares; 2025Q4: 2,423 shares; 2026Q1: 1,425 shares 1,425 $971K <0.01% -998 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 4,970 shares; 2025Q1: 4,864 shares; 2025Q2: 5,453 shares; 2025Q3: 5,645 shares; 2025Q4: 7,321 shares; 2026Q1: 6,914 shares 6,914 $965K <0.01% -407 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875,167 shares; 2024Q4: 884,709 shares; 2025Q1: 805,275 shares; 2025Q2: 602,703 shares; 2025Q3: 677,841 shares; 2025Q4: 209,286 shares; 2026Q1: 188,972 shares 188,972 $964K <0.01% -20,314 Timeline DFSI 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: 92,150 shares; 2024Q4: 99,574 shares; 2025Q1: 59,128 shares; 2025Q2: 57,784 shares; 2025Q3: 23,858 shares; 2025Q4: 22,697 shares; 2026Q1: 22,697 shares 22,697 $962K <0.01% 0 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 13,436 shares; 2025Q1: 15,406 shares; 2025Q2: 16,617 shares; 2025Q3: 16,417 shares; 2025Q4: 17,147 shares; 2026Q1: 19,287 shares 19,287 $960K <0.01% +2,140 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,478 shares; 2025Q1: 30,019 shares; 2025Q2: 26,500 shares; 2025Q3: 25,885 shares; 2025Q4: 52,933 shares; 2026Q1: 66,460 shares 66,460 $959K <0.01% +13,527 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,399 shares; 2025Q4: 18,541 shares; 2026Q1: 17,804 shares 17,804 $956K <0.01% -737 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,029 shares; 2024Q4: 27,611 shares; 2025Q1: 25,013 shares; 2025Q2: 7,512 shares; 2025Q3: 15,802 shares; 2025Q4: 14,847 shares; 2026Q1: 10,370 shares 10,370 $956K <0.01% -4,477 Timeline XSHQ 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: 15,951 shares; 2025Q1: 20,027 shares; 2025Q2: 21,110 shares; 2025Q3: 20,737 shares; 2025Q4: 21,248 shares; 2026Q1: 22,630 shares 22,630 $954K <0.01% +1,382 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 7,623 shares; 2025Q1: 8,302 shares; 2025Q2: 10,267 shares; 2025Q3: 11,842 shares; 2025Q4: 15,605 shares; 2026Q1: 14,015 shares 14,015 $953K <0.01% -1,590 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,756 shares; 2024Q4: 12,412 shares; 2025Q1: 17,884 shares; 2025Q2: 20,161 shares; 2025Q3: 10,761 shares; 2025Q4: 11,570 shares; 2026Q1: 9,299 shares 9,299 $952K <0.01% -2,271 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 2,734 shares; 2025Q1: 4,238 shares; 2025Q2: 4,208 shares; 2025Q3: 3,905 shares; 2025Q4: 5,372 shares; 2026Q1: 3,887 shares 3,887 $951K <0.01% -1,485 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 5,598 shares; 2025Q1: 1,302 shares; 2025Q2: 1,304 shares; 2025Q3: 1,346 shares; 2025Q4: 1,267 shares; 2026Q1: 8,109 shares 8,109 $951K <0.01% +6,842 Timeline MGOV 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: 118,703 shares; 2025Q2: not reported; 2025Q3: 3,488 shares; 2025Q4: 22,572 shares; 2026Q1: 46,852 shares 46,852 $950K <0.01% +24,280 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,905 shares; 2024Q4: 124,046 shares; 2025Q1: 117,733 shares; 2025Q2: 121,872 shares; 2025Q3: 120,911 shares; 2025Q4: 130,626 shares; 2026Q1: 166,318 shares 166,318 $950K <0.01% +35,692 Timeline BOXX 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: 6,074 shares; 2026Q1: 8,166 shares 8,166 $950K <0.01% +2,092 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,015 shares; 2025Q1: 2,629 shares; 2025Q2: 1,740 shares; 2025Q3: 1,391 shares; 2025Q4: 1,996 shares; 2026Q1: 2,347 shares 2,347 $948K <0.01% +351 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,217 shares; 2024Q4: 33,317 shares; 2025Q1: 35,477 shares; 2025Q2: 38,628 shares; 2025Q3: 46,694 shares; 2025Q4: 47,662 shares; 2026Q1: 41,590 shares 41,590 $942K <0.01% -6,072 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,410 shares; 2025Q2: 20,768 shares; 2025Q3: 20,587 shares; 2025Q4: 21,152 shares; 2026Q1: 20,544 shares 20,544 $941K <0.01% -608 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,037 shares 50,037 $939K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,856 shares; 2025Q1: 8,009 shares; 2025Q2: 10,063 shares; 2025Q3: 11,032 shares; 2025Q4: 15,074 shares; 2026Q1: 11,612 shares 11,612 $933K <0.01% -3,462 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,015 shares; 2025Q4: 19,560 shares; 2026Q1: 26,273 shares 26,273 $932K <0.01% +6,713 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,246 shares; 2024Q4: 50,416 shares; 2025Q1: 53,335 shares; 2025Q2: 58,856 shares; 2025Q3: 62,167 shares; 2025Q4: 57,152 shares; 2026Q1: 56,102 shares 56,102 $931K <0.01% -1,050 Timeline AGNG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,750 shares; 2026Q1: 26,160 shares 26,160 $931K <0.01% -7,590 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 4,038 shares; 2025Q1: 4,222 shares; 2025Q2: 30,022 shares; 2025Q3: 40,010 shares; 2025Q4: 32,231 shares; 2026Q1: 8,091 shares 8,091 $929K <0.01% -24,140 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 15,111 shares; 2025Q1: 13,046 shares; 2025Q2: 7,665 shares; 2025Q3: 2,937 shares; 2025Q4: 15,320 shares; 2026Q1: 22,275 shares 22,275 $928K <0.01% +6,955 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,230 shares; 2024Q4: 16,249 shares; 2025Q1: 16,266 shares; 2025Q2: 16,335 shares; 2025Q3: 16,352 shares; 2025Q4: 16,370 shares; 2026Q1: 16,390 shares 16,390 $924K <0.01% +20 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 8,594 shares; 2025Q1: 25,592 shares; 2025Q2: 59,865 shares; 2025Q3: 75,234 shares; 2025Q4: 61,545 shares; 2026Q1: 65,694 shares 65,694 $922K <0.01% +4,149 Timeline USEW 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: 18,849 shares; 2026Q1: 18,849 shares 18,849 $921K <0.01% 0 Timeline SAUG 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: 187,601 shares; 2024Q4: 175,260 shares; 2025Q1: 167,544 shares; 2025Q2: 160,384 shares; 2025Q3: 61,373 shares; 2025Q4: 41,491 shares; 2026Q1: 35,767 shares 35,767 $921K <0.01% -5,724 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,136 shares; 2024Q4: 91,187 shares; 2025Q1: 92,651 shares; 2025Q2: 92,374 shares; 2025Q3: 93,242 shares; 2025Q4: 91,422 shares; 2026Q1: 93,448 shares 93,448 $918K <0.01% +2,026 Timeline EWL 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: 205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,959 shares; 2025Q3: 27,246 shares; 2025Q4: 21,031 shares; 2026Q1: 15,602 shares 15,602 $918K <0.01% -5,429 Timeline DFAR 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: 50,311 shares; 2024Q4: 52,922 shares; 2025Q1: 47,654 shares; 2025Q2: 47,665 shares; 2025Q3: 45,006 shares; 2025Q4: 42,343 shares; 2026Q1: 38,772 shares 38,772 $917K <0.01% -3,571 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,466 shares; 2024Q4: 59,645 shares; 2025Q1: 57,832 shares; 2025Q2: 67,795 shares; 2025Q3: 67,979 shares; 2025Q4: 65,990 shares; 2026Q1: 66,435 shares 66,435 $916K <0.01% +445 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,856 shares; 2024Q4: 23,107 shares; 2025Q1: 23,260 shares; 2025Q2: 22,601 shares; 2025Q3: 22,755 shares; 2025Q4: 20,689 shares; 2026Q1: 17,448 shares 17,448 $915K <0.01% -3,241 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE 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: 26,158 shares 26,158 $912K <0.01% new Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,163 shares; 2024Q4: 46,663 shares; 2025Q1: 44,663 shares; 2025Q2: 43,963 shares; 2025Q3: 67,944 shares; 2025Q4: 68,149 shares; 2026Q1: 66,730 shares 66,730 $912K <0.01% -1,419 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,566 shares; 2026Q1: 7,342 shares 7,342 $903K <0.01% -2,224 Timeline FDIS 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: 23,906 shares; 2024Q4: 21,213 shares; 2025Q1: 16,774 shares; 2025Q2: 15,200 shares; 2025Q3: 14,577 shares; 2025Q4: 13,190 shares; 2026Q1: 9,662 shares 9,662 $901K <0.01% -3,528 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS 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: 37,094 shares; 2025Q3: 39,768 shares; 2025Q4: 34,594 shares; 2026Q1: 21,129 shares 21,129 $900K <0.01% -13,465 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 4,345 shares; 2025Q1: 13,453 shares; 2025Q2: 6,873 shares; 2025Q3: 16 shares; 2025Q4: 4,496 shares; 2026Q1: 8,181 shares 8,181 $898K <0.01% +3,685 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 9,653 shares; 2025Q1: 9,026 shares; 2025Q2: 10,222 shares; 2025Q3: 11,114 shares; 2025Q4: 11,792 shares; 2026Q1: 11,648 shares 11,648 $898K <0.01% -144 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,846 shares; 2025Q1: 7,146 shares; 2025Q2: 12,967 shares; 2025Q3: 15,063 shares; 2025Q4: 20,075 shares; 2026Q1: 28,279 shares 28,279 $896K <0.01% +8,204 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,297 shares; 2024Q4: 93,572 shares; 2025Q1: 91,370 shares; 2025Q2: 88,154 shares; 2025Q3: 29,091 shares; 2025Q4: 19,281 shares; 2026Q1: 18,457 shares 18,457 $895K <0.01% -824 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,367 shares; 2024Q4: 8,715 shares; 2025Q1: 10,232 shares; 2025Q2: 13,697 shares; 2025Q3: 49,656 shares; 2025Q4: 47,307 shares; 2026Q1: 10,794 shares 10,794 $894K <0.01% -36,513 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: 3,047 shares; 2025Q3: 19,376 shares; 2025Q4: 12,681 shares; 2026Q1: 27,029 shares 27,029 $894K <0.01% +14,348 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 3,777 shares; 2025Q1: 3,769 shares; 2025Q2: 2,880 shares; 2025Q3: 7,866 shares; 2025Q4: 7,855 shares; 2026Q1: 7,809 shares 7,809 $893K <0.01% -46 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,967 shares; 2024Q4: 27,161 shares; 2025Q1: 27,161 shares; 2025Q2: 27,534 shares; 2025Q3: 27,696 shares; 2025Q4: 27,534 shares; 2026Q1: 27,534 shares 27,534 $892K <0.01% 0 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,855 shares; 2024Q4: 23,882 shares; 2025Q1: 20,410 shares; 2025Q2: 20,534 shares; 2025Q3: 20,563 shares; 2025Q4: 20,594 shares; 2026Q1: 20,125 shares 20,125 $892K <0.01% -469 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,025 shares; 2024Q4: 59,772 shares; 2025Q1: 53,656 shares; 2025Q2: 54,241 shares; 2025Q3: 48,981 shares; 2025Q4: 45,477 shares; 2026Q1: 35,598 shares 35,598 $892K <0.01% -9,879 Timeline SPVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 4,942 shares; 2025Q1: 4,873 shares; 2025Q2: 4,873 shares; 2025Q3: 4,873 shares; 2025Q4: 4,567 shares; 2026Q1: 12,944 shares 12,944 $892K <0.01% +8,377 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,100 shares; 2025Q4: 68,473 shares; 2026Q1: 97,961 shares 97,961 $891K <0.01% +29,488 Timeline FLOT 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: 71,218 shares; 2024Q4: 54,291 shares; 2025Q1: 43,376 shares; 2025Q2: 29,494 shares; 2025Q3: 22,680 shares; 2025Q4: 27,584 shares; 2026Q1: 17,471 shares 17,471 $890K <0.01% -10,113 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 102 shares; 2025Q1: 14,836 shares; 2025Q2: 43,576 shares; 2025Q3: 51,001 shares; 2025Q4: 57,396 shares; 2026Q1: 59,729 shares 59,729 $890K <0.01% +2,333 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 13,036 shares; 2025Q2: 15,048 shares; 2025Q3: 18,584 shares; 2025Q4: 19,079 shares; 2026Q1: 45,329 shares 45,329 $882K <0.01% +26,250 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,437 shares; 2024Q4: 24,161 shares; 2025Q1: 21,748 shares; 2025Q2: 22,061 shares; 2025Q3: 24,023 shares; 2025Q4: 27,560 shares; 2026Q1: 34,032 shares 34,032 $881K <0.01% +6,472 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,542 shares; 2024Q4: 8,598 shares; 2025Q1: 256 shares; 2025Q2: 355 shares; 2025Q3: 61,961 shares; 2025Q4: 51,488 shares; 2026Q1: 38,835 shares 38,835 $880K <0.01% -12,653 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,161 shares; 2024Q4: 322,491 shares; 2025Q1: 176,482 shares; 2025Q2: 124,541 shares; 2025Q3: 84,723 shares; 2025Q4: 118,033 shares; 2026Q1: 169,323 shares 169,323 $879K <0.01% +51,290 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,141 shares; 2025Q1: 1,036 shares; 2025Q2: 758 shares; 2025Q3: 9,252 shares; 2025Q4: 10,285 shares; 2026Q1: 28,588 shares 28,588 $878K <0.01% +18,303 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,165 shares; 2024Q4: 31,126 shares; 2025Q1: 31,126 shares; 2025Q2: 30,026 shares; 2025Q3: 27,993 shares; 2025Q4: 27,893 shares; 2026Q1: 27,893 shares 27,893 $878K <0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,799 shares; 2025Q1: not reported; 2025Q2: 8,190 shares; 2025Q3: 16,900 shares; 2025Q4: 15,458 shares; 2026Q1: 8,997 shares 8,997 $876K <0.01% -6,461 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,880 shares; 2025Q2: not reported; 2025Q3: 5,222 shares; 2025Q4: 4,921 shares; 2026Q1: 10,814 shares 10,814 $872K <0.01% +5,893 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,731 shares; 2026Q1: 16,731 shares 16,731 $872K <0.01% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 4,885 shares; 2025Q1: 4,686 shares; 2025Q2: 4,466 shares; 2025Q3: 4,003 shares; 2025Q4: 3,724 shares; 2026Q1: 3,804 shares 3,804 $871K <0.01% +80 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,242 shares; 2024Q4: 44,820 shares; 2025Q1: 42,220 shares; 2025Q2: 48,908 shares; 2025Q3: 49,104 shares; 2025Q4: 24,534 shares; 2026Q1: 24,496 shares 24,496 $870K <0.01% -38 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 6,068 shares; 2025Q1: 15,320 shares; 2025Q2: 15,129 shares; 2025Q3: 10,324 shares; 2025Q4: 5,941 shares; 2026Q1: 5,784 shares 5,784 $868K <0.01% -157 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,663 shares; 2024Q4: 33,238 shares; 2025Q1: 33,038 shares; 2025Q2: 72,005 shares; 2025Q3: 71,348 shares; 2025Q4: 67,321 shares; 2026Q1: 63,388 shares 63,388 $867K <0.01% -3,933 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,720 shares; 2024Q4: 36,838 shares; 2025Q1: 36,854 shares; 2025Q2: 36,450 shares; 2025Q3: 31,411 shares; 2025Q4: 31,407 shares; 2026Q1: 32,158 shares 32,158 $866K <0.01% +751 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,249 shares; 2024Q4: 110,993 shares; 2025Q1: 121,468 shares; 2025Q2: 99,271 shares; 2025Q3: 83,283 shares; 2025Q4: 82,151 shares; 2026Q1: 79,427 shares 79,427 $865K <0.01% -2,724 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,390 shares; 2025Q1: 3,381 shares; 2025Q2: 3,392 shares; 2025Q3: 4,156 shares; 2025Q4: 3,354 shares; 2026Q1: 41,941 shares 41,941 $865K <0.01% +38,587 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,519 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: not reported; 2026Q1: 29,845 shares 29,845 $864K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,304 shares; 2025Q1: 8,269 shares; 2025Q2: 7,684 shares; 2025Q3: 7,509 shares; 2025Q4: 5,677 shares; 2026Q1: 5,451 shares 5,451 $861K <0.01% -226 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,060 shares; 2025Q1: 18,732 shares; 2025Q2: 16,093 shares; 2025Q3: 14,913 shares; 2025Q4: 26,334 shares; 2026Q1: 16,508 shares 16,508 $861K <0.01% -9,826 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,600 shares; 2024Q4: 83,500 shares; 2025Q1: 77,000 shares; 2025Q2: 73,000 shares; 2025Q3: 140,371 shares; 2025Q4: 130,206 shares; 2026Q1: 116,548 shares 116,548 $860K <0.01% -13,658 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 5,333 shares; 2025Q1: 7,295 shares; 2025Q2: 7,376 shares; 2025Q3: 8,611 shares; 2025Q4: 11,062 shares; 2026Q1: 12,762 shares 12,762 $857K <0.01% +1,700 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,729 shares; 2024Q4: 19,897 shares; 2025Q1: 38,171 shares; 2025Q2: 44,240 shares; 2025Q3: 28,570 shares; 2025Q4: 26,821 shares; 2026Q1: 37,737 shares 37,737 $856K <0.01% +10,916 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 6,334 shares; 2025Q1: 6,417 shares; 2025Q2: 8,039 shares; 2025Q3: 8,286 shares; 2025Q4: 8,761 shares; 2026Q1: 9,171 shares 9,171 $856K <0.01% +410 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 2,435 shares; 2025Q1: 5,316 shares; 2025Q2: 4,909 shares; 2025Q3: 5,339 shares; 2025Q4: 6,677 shares; 2026Q1: 1,567 shares 1,567 $854K <0.01% -5,110 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,937 shares; 2024Q4: 28,782 shares; 2025Q1: 26,404 shares; 2025Q2: 28,335 shares; 2025Q3: 26,624 shares; 2025Q4: 26,369 shares; 2026Q1: 21,610 shares 21,610 $852K <0.01% -4,759 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,815 shares; 2024Q4: 56,931 shares; 2025Q1: 77,049 shares; 2025Q2: 77,182 shares; 2025Q3: 96,929 shares; 2025Q4: 140,658 shares; 2026Q1: 157,811 shares 157,811 $851K <0.01% +17,153 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,444 shares; 2025Q4: 11,724 shares; 2026Q1: 8,871 shares 8,871 $849K <0.01% -2,853 Timeline BARCLAYS PLC BARCLAYS PLC More: the full row for BARCLAYS 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: 40,128 shares 40,128 $849K <0.01% new DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,868 shares; 2024Q4: 78,849 shares; 2025Q1: 84,379 shares; 2025Q2: 86,535 shares; 2025Q3: 88,507 shares; 2025Q4: 84,641 shares; 2026Q1: 88,428 shares 88,428 $848K <0.01% +3,787 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,276 shares; 2025Q1: 1,215 shares; 2025Q2: 7,939 shares; 2025Q3: 4,943 shares; 2025Q4: 5,646 shares; 2026Q1: 4,917 shares 4,917 $846K <0.01% -729 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,200 shares; 2025Q1: 3,209 shares; 2025Q2: 3,021 shares; 2025Q3: 1,835 shares; 2025Q4: 2,105 shares; 2026Q1: 2,379 shares 2,379 $842K <0.01% +274 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 23,653 shares; 2026Q1: 34,741 shares 34,741 $841K <0.01% +11,088 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,724 shares; 2025Q4: 55,309 shares; 2026Q1: 33,179 shares 33,179 $839K <0.01% -22,130 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 20,281 shares; 2025Q3: 36,590 shares; 2025Q4: 38,560 shares; 2026Q1: 35,407 shares 35,407 $839K <0.01% -3,153 Timeline PWB 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: 296 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 310 shares; 2025Q4: 285 shares; 2026Q1: 6,632 shares 6,632 $835K <0.01% +6,347 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,891 shares; 2024Q4: 7,420 shares; 2025Q1: 17,128 shares; 2025Q2: 10,042 shares; 2025Q3: 12,478 shares; 2025Q4: 26,539 shares; 2026Q1: 10,494 shares 10,494 $835K <0.01% -16,045 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 8,522 shares; 2025Q1: 11,651 shares; 2025Q2: 11,164 shares; 2025Q3: 11,172 shares; 2025Q4: 8,571 shares; 2026Q1: 10,680 shares 10,680 $833K <0.01% +2,109 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,297 shares; 2024Q4: 49,475 shares; 2025Q1: 70,068 shares; 2025Q2: 106,671 shares; 2025Q3: 66,122 shares; 2025Q4: 66,429 shares; 2026Q1: 71,293 shares 71,293 $831K <0.01% +4,864 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912,066 shares; 2024Q4: 711,852 shares; 2025Q1: 1,180,527 shares; 2025Q2: 1,133,743 shares; 2025Q3: 315,488 shares; 2025Q4: 35,617 shares; 2026Q1: 35,665 shares 35,665 $830K <0.01% +48 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,642 shares; 2024Q4: 32,193 shares; 2025Q1: 31,441 shares; 2025Q2: 164,292 shares; 2025Q3: 27,728 shares; 2025Q4: 24,213 shares; 2026Q1: 24,066 shares 24,066 $829K <0.01% -147 Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to 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: 75,088 shares 75,088 $828K <0.01% new Timeline JGLO 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 12,310 shares; 2026Q1: 12,683 shares 12,683 $828K <0.01% +373 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 6,051 shares; 2025Q1: 5,863 shares; 2025Q2: 6,203 shares; 2025Q3: 6,626 shares; 2025Q4: 6,446 shares; 2026Q1: 6,041 shares 6,041 $824K <0.01% -405 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,277 shares; 2025Q1: 15,077 shares; 2025Q2: 14,577 shares; 2025Q3: 73,560 shares; 2025Q4: 73,620 shares; 2026Q1: 70,423 shares 70,423 $822K <0.01% -3,197 Timeline COPX 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: 16,737 shares; 2024Q4: 18,161 shares; 2025Q1: 18,287 shares; 2025Q2: 14,959 shares; 2025Q3: 17,195 shares; 2025Q4: 17,255 shares; 2026Q1: 10,744 shares 10,744 $820K <0.01% -6,511 Timeline PJUN 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: 31,922 shares; 2024Q4: 26,316 shares; 2025Q1: 14,721 shares; 2025Q2: 36,668 shares; 2025Q3: 22,094 shares; 2025Q4: 21,157 shares; 2026Q1: 19,607 shares 19,607 $820K <0.01% -1,550 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,474 shares; 2025Q3: 1,426 shares; 2025Q4: 359 shares; 2026Q1: 29,273 shares 29,273 $820K <0.01% +28,914 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,740 shares; 2024Q4: 16,946 shares; 2025Q1: 12,391 shares; 2025Q2: 12,106 shares; 2025Q3: 14,229 shares; 2025Q4: 12,633 shares; 2026Q1: 13,349 shares 13,349 $819K <0.01% +716 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 21,980 shares; 2025Q2: 22,480 shares; 2025Q3: 20,505 shares; 2025Q4: 21,005 shares; 2026Q1: 19,505 shares 19,505 $817K <0.01% -1,500 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 7,593 shares; 2025Q4: 8,351 shares; 2026Q1: 16,908 shares 16,908 $816K <0.01% +8,557 Timeline PFXF 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: 44,588 shares; 2024Q4: 45,853 shares; 2025Q1: 45,924 shares; 2025Q2: 48,239 shares; 2025Q3: 52,044 shares; 2025Q4: 53,921 shares; 2026Q1: 46,494 shares 46,494 $816K <0.01% -7,427 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 4,260 shares; 2025Q2: 13,463 shares; 2025Q3: 13,652 shares; 2025Q4: 19,392 shares; 2026Q1: 19,145 shares 19,145 $815K <0.01% -247 Timeline ITB 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: 22,685 shares; 2024Q4: 25,516 shares; 2025Q1: 22,396 shares; 2025Q2: 19,226 shares; 2025Q3: 26,312 shares; 2025Q4: 11,368 shares; 2026Q1: 8,994 shares 8,994 $814K <0.01% -2,374 Timeline XME 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: 992 shares; 2024Q4: 2,801 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 5,578 shares; 2025Q4: 5,879 shares; 2026Q1: 7,531 shares 7,531 $813K <0.01% +1,652 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,224 shares; 2024Q4: 10,005 shares; 2025Q1: 10,236 shares; 2025Q2: 10,374 shares; 2025Q3: 14,774 shares; 2025Q4: 16,454 shares; 2026Q1: 14,315 shares 14,315 $810K <0.01% -2,139 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,782 shares; 2025Q1: 4,583 shares; 2025Q2: 3,407 shares; 2025Q3: 3,166 shares; 2025Q4: 13,336 shares; 2026Q1: 16,702 shares 16,702 $809K <0.01% +3,366 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: 6,699 shares; 2025Q1: 14,781 shares; 2025Q2: 10,357 shares; 2025Q3: 19,598 shares; 2025Q4: 20,710 shares; 2026Q1: 8,943 shares 8,943 $806K <0.01% -11,767 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,393 shares; 2024Q4: 23,831 shares; 2025Q1: 23,119 shares; 2025Q2: 23,881 shares; 2025Q3: 24,155 shares; 2025Q4: 37,885 shares; 2026Q1: 35,827 shares 35,827 $805K <0.01% -2,058 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 4,051 shares; 2025Q1: 5,680 shares; 2025Q2: 4,036 shares; 2025Q3: 5,578 shares; 2025Q4: 5,025 shares; 2026Q1: 5,079 shares 5,079 $805K <0.01% +54 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,238 shares; 2024Q4: 86,577 shares; 2025Q1: 29,607 shares; 2025Q2: 11,656 shares; 2025Q3: 11,298 shares; 2025Q4: 10,536 shares; 2026Q1: 13,945 shares 13,945 $803K <0.01% +3,409 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 646 shares; 2025Q1: 1,624 shares; 2025Q2: 44,083 shares; 2025Q3: 41,884 shares; 2025Q4: 56,850 shares; 2026Q1: 26,247 shares 26,247 $801K <0.01% -30,603 Timeline PCEF 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: 38,438 shares; 2024Q4: 36,638 shares; 2025Q1: 37,621 shares; 2025Q2: 38,836 shares; 2025Q3: 40,996 shares; 2025Q4: 42,385 shares; 2026Q1: 42,539 shares 42,539 $801K <0.01% +154 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 8,236 shares; 2025Q1: 8,604 shares; 2025Q2: 8,786 shares; 2025Q3: 9,133 shares; 2025Q4: 11,069 shares; 2026Q1: 5,586 shares 5,586 $800K <0.01% -5,483 Timeline GTIP 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: 5,901 shares; 2024Q4: 7,434 shares; 2025Q1: 7,836 shares; 2025Q2: 9,629 shares; 2025Q3: 9,489 shares; 2025Q4: 10,671 shares; 2026Q1: 16,195 shares 16,195 $800K <0.01% +5,524 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,955 shares 7,955 $799K <0.01% new Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,726 shares; 2025Q4: 8,269 shares; 2026Q1: 7,994 shares 7,994 $799K <0.01% -275 Timeline IAI 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: 4,310 shares; 2024Q4: 5,091 shares; 2025Q1: 4,897 shares; 2025Q2: 4,899 shares; 2025Q3: 4,939 shares; 2025Q4: 5,263 shares; 2026Q1: 4,860 shares 4,860 $798K <0.01% -403 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,390 shares; 2024Q4: 34,315 shares; 2025Q1: 19,721 shares; 2025Q2: 18,584 shares; 2025Q3: 24,795 shares; 2025Q4: 25,431 shares; 2026Q1: 25,790 shares 25,790 $795K <0.01% +359 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,926 shares; 2024Q4: 22,534 shares; 2025Q1: 23,811 shares; 2025Q2: 35,573 shares; 2025Q3: 38,890 shares; 2025Q4: 36,629 shares; 2026Q1: 42,346 shares 42,346 $794K <0.01% +5,717 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,916 shares; 2024Q4: 20,021 shares; 2025Q1: 390 shares; 2025Q2: 59,276 shares; 2025Q3: 32,972 shares; 2025Q4: 30,373 shares; 2026Q1: 38,173 shares 38,173 $792K <0.01% +7,800 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,670 shares; 2024Q4: 15,671 shares; 2025Q1: 15,800 shares; 2025Q2: 16,927 shares; 2025Q3: 20,003 shares; 2025Q4: 20,973 shares; 2026Q1: 21,269 shares 21,269 $792K <0.01% +296 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 32,154 shares; 2025Q2: 30,156 shares; 2025Q3: 24,911 shares; 2025Q4: 25,196 shares; 2026Q1: 10,490 shares 10,490 $791K <0.01% -14,706 Timeline PSEP 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: 26,069 shares; 2024Q4: 25,819 shares; 2025Q1: 20,346 shares; 2025Q2: 19,776 shares; 2025Q3: 20,296 shares; 2025Q4: 18,362 shares; 2026Q1: 18,362 shares 18,362 $791K <0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,350 shares; 2025Q1: 11,290 shares; 2025Q2: 16,058 shares; 2025Q3: 19,266 shares; 2025Q4: 18,167 shares; 2026Q1: 9,994 shares 9,994 $789K <0.01% -8,173 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,191 shares; 2024Q4: 6,835 shares; 2025Q1: 6,724 shares; 2025Q2: 7,483 shares; 2025Q3: 9,615 shares; 2025Q4: 8,357 shares; 2026Q1: 8,334 shares 8,334 $789K <0.01% -23 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 33 shares; 2025Q1: 509 shares; 2025Q2: 725 shares; 2025Q3: 779 shares; 2025Q4: 1,250 shares; 2026Q1: 1,228 shares 1,228 $787K <0.01% -22 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 1,909 shares; 2025Q2: 2,993 shares; 2025Q3: 3,069 shares; 2025Q4: 5,423 shares; 2026Q1: 4,622 shares 4,622 $786K <0.01% -801 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 17,078 shares; 2026Q1: 63,378 shares 63,378 $785K <0.01% +46,300 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 23,989 shares 23,989 $785K <0.01% +15,489 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,669 shares; 2026Q1: 15,056 shares 15,056 $783K <0.01% +387 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,197 shares; 2024Q4: 35,620 shares; 2025Q1: 34,107 shares; 2025Q2: 33,523 shares; 2025Q3: 42,684 shares; 2025Q4: 46,227 shares; 2026Q1: 9,270 shares 9,270 $783K <0.01% -36,957 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,453 shares; 2024Q4: 36,548 shares; 2025Q1: 34,359 shares; 2025Q2: 37,780 shares; 2025Q3: 45,868 shares; 2025Q4: 42,921 shares; 2026Q1: 48,284 shares 48,284 $781K <0.01% +5,363 Timeline IGF 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: 1,067 shares; 2025Q1: 1,258 shares; 2025Q2: 1,514 shares; 2025Q3: 1,592 shares; 2025Q4: 11,451 shares; 2026Q1: 11,610 shares 11,610 $778K <0.01% +159 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,594 shares; 2024Q4: 28,453 shares; 2025Q1: 28,393 shares; 2025Q2: 28,393 shares; 2025Q3: 26,290 shares; 2025Q4: 24,846 shares; 2026Q1: 24,846 shares 24,846 $776K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 73 shares; 2025Q2: 26,221 shares; 2025Q3: 28,210 shares; 2025Q4: 27,333 shares; 2026Q1: 10,543 shares 10,543 $775K <0.01% -16,790 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 233 shares; 2026Q1: 1,352 shares 1,352 $774K <0.01% +1,119 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 999 shares; 2025Q1: 4,121 shares; 2025Q2: 4,418 shares; 2025Q3: 6,717 shares; 2025Q4: 4,764 shares; 2026Q1: 3,761 shares 3,761 $771K <0.01% -1,003 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,235 shares; 2024Q4: 68,869 shares; 2025Q1: 73,411 shares; 2025Q2: 71,581 shares; 2025Q3: 60,986 shares; 2025Q4: 59,734 shares; 2026Q1: 63,885 shares 63,885 $770K <0.01% +4,151 Timeline EWZ 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 1,683 shares; 2025Q2: 83,290 shares; 2025Q3: 20,872 shares; 2025Q4: 33,846 shares; 2026Q1: 20,029 shares 20,029 $769K <0.01% -13,817 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 5,781 shares; 2025Q1: 26,216 shares; 2025Q2: 55,479 shares; 2025Q3: 59,673 shares; 2025Q4: 32,348 shares; 2026Q1: 17,004 shares 17,004 $768K <0.01% -15,344 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 29,650 shares; 2025Q1: 35,150 shares; 2025Q2: 44,365 shares; 2025Q3: 49,750 shares; 2025Q4: 54,250 shares; 2026Q1: 55,158 shares 55,158 $768K <0.01% +908 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 973 shares; 2025Q1: 1 shares; 2025Q2: 704 shares; 2025Q3: 1,524 shares; 2025Q4: 3,017 shares; 2026Q1: 2,316 shares 2,316 $766K <0.01% -701 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,529 shares; 2025Q1: 1,685 shares; 2025Q2: 1,442 shares; 2025Q3: 1,470 shares; 2025Q4: 1,744 shares; 2026Q1: 1,551 shares 1,551 $766K <0.01% -193 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,006 shares; 2025Q1: 670 shares; 2025Q2: 667 shares; 2025Q3: 19,832 shares; 2025Q4: 630 shares; 2026Q1: 6,354 shares 6,354 $766K <0.01% +5,724 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 2,596 shares; 2025Q1: 2,665 shares; 2025Q2: 2,737 shares; 2025Q3: 2,825 shares; 2025Q4: 3,080 shares; 2026Q1: 4,275 shares 4,275 $765K <0.01% +1,195 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 3,118 shares; 2025Q1: 3,409 shares; 2025Q2: 7,313 shares; 2025Q3: 5,544 shares; 2025Q4: 5,781 shares; 2026Q1: 5,822 shares 5,822 $763K <0.01% +41 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,394 shares; 2025Q2: 18,678 shares; 2025Q3: 20,085 shares; 2025Q4: 35,984 shares; 2026Q1: 32,647 shares 32,647 $761K <0.01% -3,337 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 8,416 shares; 2025Q1: 32,581 shares; 2025Q2: 25,240 shares; 2025Q3: 4,827 shares; 2025Q4: 14,874 shares; 2026Q1: 14,651 shares 14,651 $759K <0.01% -223 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,100 shares; 2024Q4: 60,600 shares; 2025Q1: 49,600 shares; 2025Q2: 49,600 shares; 2025Q3: 44,600 shares; 2025Q4: 28,600 shares; 2026Q1: 26,100 shares 26,100 $759K <0.01% -2,500 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 16,206 shares; 2025Q1: 17,056 shares; 2025Q2: 18,959 shares; 2025Q3: 22,062 shares; 2025Q4: 26,706 shares; 2026Q1: 27,223 shares 27,223 $758K <0.01% +517 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,709 shares; 2025Q4: 2,715 shares; 2026Q1: 9,864 shares 9,864 $758K <0.01% +7,149 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,129 shares; 2025Q2: 43,665 shares; 2025Q3: 41,687 shares; 2025Q4: 48,263 shares; 2026Q1: 50,543 shares 50,543 $756K <0.01% +2,280 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,534 shares; 2024Q4: 14,856 shares; 2025Q1: 11,193 shares; 2025Q2: 12,237 shares; 2025Q3: 10,546 shares; 2025Q4: 10,581 shares; 2026Q1: 10,559 shares 10,559 $752K <0.01% -22 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,566 shares; 2025Q1: 7,815 shares; 2025Q2: 7,709 shares; 2025Q3: 9,008 shares; 2025Q4: 9,462 shares; 2026Q1: 10,611 shares 10,611 $752K <0.01% +1,149 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,016 shares; 2024Q4: 7,135 shares; 2025Q1: 7,239 shares; 2025Q2: 6,605 shares; 2025Q3: 6,803 shares; 2025Q4: 4,937 shares; 2026Q1: 5,092 shares 5,092 $751K <0.01% +155 Timeline JHPI 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: 20,050 shares; 2025Q3: 24,615 shares; 2025Q4: 27,507 shares; 2026Q1: 33,242 shares 33,242 $751K <0.01% +5,735 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,808 shares; 2024Q4: 23,816 shares; 2025Q1: 21,697 shares; 2025Q2: 21,759 shares; 2025Q3: 17,122 shares; 2025Q4: 23,905 shares; 2026Q1: 21,326 shares 21,326 $749K <0.01% -2,579 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,700 shares; 2025Q2: 32,700 shares; 2025Q3: 93,180 shares; 2025Q4: 166,429 shares; 2026Q1: 201,166 shares 201,166 $746K <0.01% +34,737 Timeline IUS 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: 27,536 shares; 2024Q4: 37,388 shares; 2025Q1: 15,188 shares; 2025Q2: 14,530 shares; 2025Q3: 21,726 shares; 2025Q4: 15,448 shares; 2026Q1: 12,884 shares 12,884 $746K <0.01% -2,564 Timeline DWX 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: 315 shares; 2024Q4: 365 shares; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 6,745 shares; 2025Q4: 16,351 shares; 2026Q1: 16,351 shares 16,351 $746K <0.01% 0 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,265 shares; 2024Q4: 62,865 shares; 2025Q1: 61,556 shares; 2025Q2: 59,708 shares; 2025Q3: 70,662 shares; 2025Q4: 69,775 shares; 2026Q1: 66,754 shares 66,754 $745K <0.01% -3,021 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 34,835 shares; 2025Q1: 36,365 shares; 2025Q2: 35,672 shares; 2025Q3: 34,929 shares; 2025Q4: 31,360 shares; 2026Q1: 33,811 shares 33,811 $740K <0.01% +2,451 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,922 shares; 2026Q1: 25,118 shares 25,118 $740K <0.01% +19,196 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,374 shares; 2025Q1: 5,391 shares; 2025Q2: 5,917 shares; 2025Q3: 5,158 shares; 2025Q4: 5,047 shares; 2026Q1: 3,399 shares 3,399 $738K <0.01% -1,648 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 637 shares; 2025Q4: 2,028 shares; 2026Q1: 2,059 shares 2,059 $737K <0.01% +31 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,867 shares; 2024Q4: 34,905 shares; 2025Q1: 18,212 shares; 2025Q2: 17,053 shares; 2025Q3: 19,621 shares; 2025Q4: 18,208 shares; 2026Q1: 18,023 shares 18,023 $735K <0.01% -185 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 8,901 shares; 2025Q1: 9,760 shares; 2025Q2: 12,968 shares; 2025Q3: 42,080 shares; 2025Q4: 14,956 shares; 2026Q1: 12,677 shares 12,677 $735K <0.01% -2,279 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,411 shares; 2025Q1: 5,760 shares; 2025Q2: 5,555 shares; 2025Q3: 6,338 shares; 2025Q4: 6,640 shares; 2026Q1: 7,969 shares 7,969 $734K <0.01% +1,329 Timeline IYM 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 1,755 shares; 2025Q4: 2,636 shares; 2026Q1: 4,175 shares 4,175 $734K <0.01% +1,539 Timeline NJUL 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: 33,753 shares; 2024Q4: 24,081 shares; 2025Q1: 20,395 shares; 2025Q2: 19,865 shares; 2025Q3: 18,590 shares; 2025Q4: 17,684 shares; 2026Q1: 10,276 shares 10,276 $734K <0.01% -7,408 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 936 shares; 2025Q1: 993 shares; 2025Q2: 971 shares; 2025Q3: 1,137 shares; 2025Q4: 8,752 shares; 2026Q1: 17,354 shares 17,354 $733K <0.01% +8,602 Timeline NUMV 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: 20,452 shares; 2024Q4: 21,228 shares; 2025Q1: 18,121 shares; 2025Q2: 20,040 shares; 2025Q3: 20,041 shares; 2025Q4: 19,395 shares; 2026Q1: 18,843 shares 18,843 $731K <0.01% -552 Timeline RWR 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: 8,739 shares; 2024Q4: 8,776 shares; 2025Q1: 7,377 shares; 2025Q2: 36,962 shares; 2025Q3: 7,682 shares; 2025Q4: 7,173 shares; 2026Q1: 7,204 shares 7,204 $727K <0.01% +31 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,542 shares; 2025Q1: 1,436 shares; 2025Q2: 1,570 shares; 2025Q3: 1,930 shares; 2025Q4: 2,460 shares; 2026Q1: 2,652 shares 2,652 $727K <0.01% +192 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,238 shares; 2024Q4: 24,079 shares; 2025Q1: 25,118 shares; 2025Q2: 21,932 shares; 2025Q3: 18,478 shares; 2025Q4: 21,349 shares; 2026Q1: 25,088 shares 25,088 $726K <0.01% +3,739 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 6,574 shares; 2025Q1: 8,077 shares; 2025Q2: 10,202 shares; 2025Q3: 10,624 shares; 2025Q4: 9,980 shares; 2026Q1: 6,607 shares 6,607 $726K <0.01% -3,373 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 1,097 shares; 2025Q2: 1,597 shares; 2025Q3: 1,609 shares; 2025Q4: 2,924 shares; 2026Q1: 2,580 shares 2,580 $723K <0.01% -344 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 8,545 shares 8,545 $723K <0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 800 shares; 2025Q1: 1,315 shares; 2025Q2: 1,515 shares; 2025Q3: 7,156 shares; 2025Q4: 7,572 shares; 2026Q1: 10,243 shares 10,243 $722K <0.01% +2,671 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,373 shares; 2024Q4: 44,295 shares; 2025Q1: 50,006 shares; 2025Q2: 49,453 shares; 2025Q3: 69,637 shares; 2025Q4: 61,431 shares; 2026Q1: 69,298 shares 69,298 $721K <0.01% +7,867 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,733 shares; 2024Q4: 52,000 shares; 2025Q1: 52,067 shares; 2025Q2: 75,407 shares; 2025Q3: 74,910 shares; 2025Q4: 68,987 shares; 2026Q1: 64,650 shares 64,650 $721K <0.01% -4,337 Timeline PEY 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: 47,566 shares; 2024Q4: 45,482 shares; 2025Q1: 44,454 shares; 2025Q2: 44,634 shares; 2025Q3: 34,758 shares; 2025Q4: 33,510 shares; 2026Q1: 33,648 shares 33,648 $721K <0.01% +138 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 6,460 shares; 2025Q1: 3,204 shares; 2025Q2: 3,085 shares; 2025Q3: 3,504 shares; 2025Q4: 3,638 shares; 2026Q1: 3,804 shares 3,804 $721K <0.01% +166 Timeline IVVB 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: 12,751 shares; 2025Q2: 14,688 shares; 2025Q3: 19,596 shares; 2025Q4: 21,244 shares; 2026Q1: 22,481 shares 22,481 $720K <0.01% +1,237 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,772 shares; 2024Q4: 109,363 shares; 2025Q1: 134,427 shares; 2025Q2: 156,635 shares; 2025Q3: 129,220 shares; 2025Q4: 90,181 shares; 2026Q1: 77,331 shares 77,331 $720K <0.01% -12,850 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 5,981 shares; 2025Q1: 6,942 shares; 2025Q2: 7,211 shares; 2025Q3: 7,239 shares; 2025Q4: 5,208 shares; 2026Q1: 3,532 shares 3,532 $720K <0.01% -1,676 Timeline JANP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,222 shares; 2025Q2: 14,000 shares; 2025Q3: 15,400 shares; 2025Q4: 16,400 shares; 2026Q1: 22,550 shares 22,550 $720K <0.01% +6,150 Timeline OCTP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 18,626 shares; 2026Q1: 24,270 shares 24,270 $719K <0.01% +5,644 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,738 shares; 2025Q1: 15,963 shares; 2025Q2: 15,745 shares; 2025Q3: 14,875 shares; 2025Q4: 14,893 shares; 2026Q1: 17,382 shares 17,382 $714K <0.01% +2,489 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,404 shares; 2025Q1: 43,786 shares; 2025Q2: 42,373 shares; 2025Q3: 53,280 shares; 2025Q4: 51,292 shares; 2026Q1: 49,469 shares 49,469 $714K <0.01% -1,823 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,170 shares; 2025Q1: 2,173 shares; 2025Q2: 7,088 shares; 2025Q3: 7,080 shares; 2025Q4: 7,628 shares; 2026Q1: 10,986 shares 10,986 $714K <0.01% +3,358 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 17,802 shares; 2025Q1: 14,028 shares; 2025Q2: 17,855 shares; 2025Q3: 34,811 shares; 2025Q4: 23,135 shares; 2026Q1: 24,747 shares 24,747 $713K <0.01% +1,612 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,542 shares; 2024Q4: 30,503 shares; 2025Q1: 83,824 shares; 2025Q2: 152,610 shares; 2025Q3: 193,522 shares; 2025Q4: 198,956 shares; 2026Q1: 7,690 shares 7,690 $713K <0.01% -191,266 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 2,010 shares; 2025Q3: 2,094 shares; 2025Q4: 10,807 shares; 2026Q1: 9,774 shares 9,774 $712K <0.01% -1,033 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,900 shares; 2026Q1: 12,651 shares 12,651 $712K <0.01% +1,751 Timeline AVGV 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: 4,035 shares; 2026Q1: 9,171 shares 9,171 $711K <0.01% +5,136 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,594 shares; 2024Q4: 18,890 shares; 2025Q1: 18,855 shares; 2025Q2: 15,201 shares; 2025Q3: 4,611 shares; 2025Q4: 6,097 shares; 2026Q1: 6,150 shares 6,150 $710K <0.01% +53 Timeline NUBD 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,529 shares; 2026Q1: 31,953 shares 31,953 $710K <0.01% +5,424 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,925 shares; 2025Q1: not reported; 2025Q2: 15,056 shares; 2025Q3: 11,305 shares; 2025Q4: 12,127 shares; 2026Q1: 10,780 shares 10,780 $709K <0.01% -1,347 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,350 shares; 2025Q2: 2,358 shares; 2025Q3: 2,194 shares; 2025Q4: 2,207 shares; 2026Q1: 4,441 shares 4,441 $708K <0.01% +2,234 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 2,512 shares; 2025Q3: 2,572 shares; 2025Q4: 8,280 shares; 2026Q1: 6,135 shares 6,135 $707K <0.01% -2,145 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,914 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,494 shares; 2026Q1: 2,197 shares 2,197 $706K <0.01% -297 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,225 shares; 2025Q3: 35,414 shares; 2025Q4: 32,833 shares; 2026Q1: 32,035 shares 32,035 $705K <0.01% -798 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,368 shares; 2025Q1: 10,610 shares; 2025Q2: 11,137 shares; 2025Q3: 20,719 shares; 2025Q4: 21,333 shares; 2026Q1: 14,849 shares 14,849 $705K <0.01% -6,484 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,327 shares; 2024Q4: 23,518 shares; 2025Q1: 29,436 shares; 2025Q2: 28,041 shares; 2025Q3: 29,633 shares; 2025Q4: 38,455 shares; 2026Q1: 21,190 shares 21,190 $703K <0.01% -17,265 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 6,503 shares; 2025Q1: 6,907 shares; 2025Q2: 7,222 shares; 2025Q3: 7,458 shares; 2025Q4: 7,156 shares; 2026Q1: 9,315 shares 9,315 $703K <0.01% +2,159 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 90 shares; 2026Q1: 2,757 shares 2,757 $703K <0.01% +2,667 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 909 shares; 2025Q1: 357 shares; 2025Q2: 125 shares; 2025Q3: 123 shares; 2025Q4: 2,007 shares; 2026Q1: 2,105 shares 2,105 $702K <0.01% +98 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 2,100 shares; 2025Q1: 2,460 shares; 2025Q2: 2,780 shares; 2025Q3: 3,194 shares; 2025Q4: 16,538 shares; 2026Q1: 23,632 shares 23,632 $702K <0.01% +7,094 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 6,108 shares; 2025Q2: 13,680 shares; 2025Q3: 14,693 shares; 2025Q4: 13,579 shares; 2026Q1: 14,082 shares 14,082 $701K <0.01% +503 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,773 shares; 2024Q4: 8,773 shares; 2025Q1: 8,773 shares; 2025Q2: 8,773 shares; 2025Q3: 8,773 shares; 2025Q4: 8,773 shares; 2026Q1: 8,773 shares 8,773 $700K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 4,188 shares; 2025Q1: 4,232 shares; 2025Q2: 4,906 shares; 2025Q3: 6,087 shares; 2025Q4: 4,001 shares; 2026Q1: 3,689 shares 3,689 $700K <0.01% -312 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,853 shares; 2025Q1: 3,474 shares; 2025Q2: 4,296 shares; 2025Q3: 4,367 shares; 2025Q4: 5,818 shares; 2026Q1: 5,159 shares 5,159 $699K <0.01% -659 Timeline OBIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 13,821 shares; 2026Q1: 13,943 shares 13,943 $698K <0.01% +122 Timeline PAUG 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: 79,598 shares; 2024Q4: 78,094 shares; 2025Q1: 74,754 shares; 2025Q2: 20,482 shares; 2025Q3: 20,758 shares; 2025Q4: 18,066 shares; 2026Q1: 16,303 shares 16,303 $696K <0.01% -1,763 Timeline IVVM 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: 10,593 shares; 2025Q2: 12,143 shares; 2025Q3: 16,442 shares; 2025Q4: 19,034 shares; 2026Q1: 20,407 shares 20,407 $696K <0.01% +1,373 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,813 shares; 2024Q4: 20,813 shares; 2025Q1: 20,787 shares; 2025Q2: 20,668 shares; 2025Q3: 104,502 shares; 2025Q4: 116,321 shares; 2026Q1: 121,632 shares 121,632 $693K <0.01% +5,311 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,000 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 25,872 shares; 2026Q1: 62,948 shares 62,948 $692K <0.01% +37,076 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 1,320 shares; 2025Q1: 2,156 shares; 2025Q2: 2,550 shares; 2025Q3: 3,562 shares; 2025Q4: 3,896 shares; 2026Q1: 17,062 shares 17,062 $692K <0.01% +13,166 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,587 shares; 2024Q4: 31,316 shares; 2025Q1: 20,936 shares; 2025Q2: 23,372 shares; 2025Q3: 22,594 shares; 2025Q4: 19,890 shares; 2026Q1: 14,696 shares 14,696 $691K <0.01% -5,194 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,933 shares; 2024Q4: 28,484 shares; 2025Q1: 32,340 shares; 2025Q2: 37,871 shares; 2025Q3: 39,625 shares; 2025Q4: 42,007 shares; 2026Q1: 46,179 shares 46,179 $689K <0.01% +4,172 Timeline ISPY 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: 10,668 shares; 2024Q4: 12,501 shares; 2025Q1: 15,828 shares; 2025Q2: 15,991 shares; 2025Q3: 17,137 shares; 2025Q4: 15,666 shares; 2026Q1: 15,894 shares 15,894 $689K <0.01% +228 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 22,670 shares; 2025Q1: 23,670 shares; 2025Q2: 23,070 shares; 2025Q3: 43,070 shares; 2025Q4: 58,715 shares; 2026Q1: 69,770 shares 69,770 $689K <0.01% +11,055 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,013 shares; 2024Q4: 18,367 shares; 2025Q1: 16,550 shares; 2025Q2: 5,406 shares; 2025Q3: 5,245 shares; 2025Q4: 5,830 shares; 2026Q1: 5,980 shares 5,980 $687K <0.01% +150 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 4,918 shares; 2025Q1: 4,929 shares; 2025Q2: 6,284 shares; 2025Q3: 5,684 shares; 2025Q4: 5,691 shares; 2026Q1: 5,625 shares 5,625 $686K <0.01% -66 Timeline FTLS 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: 3,437 shares; 2024Q4: 5,534 shares; 2025Q1: 7,337 shares; 2025Q2: 18,915 shares; 2025Q3: 16,373 shares; 2025Q4: 10,252 shares; 2026Q1: 9,737 shares 9,737 $685K <0.01% -515 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: 10,881 shares; 2025Q1: 9,471 shares; 2025Q2: 9,471 shares; 2025Q3: 14,065 shares; 2025Q4: 16,673 shares; 2026Q1: 16,895 shares 16,895 $685K <0.01% +222 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,224 shares; 2025Q4: 9,895 shares; 2026Q1: 9,061 shares 9,061 $684K <0.01% -834 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,505 shares; 2024Q4: 31,416 shares; 2025Q1: 1,820 shares; 2025Q2: 18,598 shares; 2025Q3: 21,577 shares; 2025Q4: 14,620 shares; 2026Q1: 20,100 shares 20,100 $684K <0.01% +5,480 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,661 shares; 2024Q4: 23,661 shares; 2025Q1: 23,661 shares; 2025Q2: 17,161 shares; 2025Q3: 17,161 shares; 2025Q4: 16,916 shares; 2026Q1: 16,916 shares 16,916 $682K <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,420 shares; 2024Q4: 125,263 shares; 2025Q1: 57,337 shares; 2025Q2: 49,571 shares; 2025Q3: 50,797 shares; 2025Q4: 54,399 shares; 2026Q1: 33,375 shares 33,375 $681K <0.01% -21,024 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,983 shares; 2026Q1: 4,073 shares 4,073 $681K <0.01% +90 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 17,101 shares; 2025Q1: 20,655 shares; 2025Q2: 24,427 shares; 2025Q3: 3,943 shares; 2025Q4: 3,094 shares; 2026Q1: 2,709 shares 2,709 $679K <0.01% -385 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,024 shares; 2024Q4: 6,054 shares; 2025Q1: 6,044 shares; 2025Q2: 5,949 shares; 2025Q3: 10,858 shares; 2025Q4: 12,719 shares; 2026Q1: 12,529 shares 12,529 $678K <0.01% -190 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 451 shares; 2025Q1: 1,096 shares; 2025Q2: 1,464 shares; 2025Q3: 1,463 shares; 2025Q4: 2,702 shares; 2026Q1: 2,964 shares 2,964 $677K <0.01% +262 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 1,548 shares; 2025Q1: 331 shares; 2025Q2: 332 shares; 2025Q3: 1,849 shares; 2025Q4: 2,729 shares; 2026Q1: 2,221 shares 2,221 $675K <0.01% -508 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,479 shares; 2024Q4: 34,942 shares; 2025Q1: 34,772 shares; 2025Q2: 35,820 shares; 2025Q3: 34,713 shares; 2025Q4: 33,337 shares; 2026Q1: 33,541 shares 33,541 $673K <0.01% +204 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,296 shares; 2024Q4: 15,909 shares; 2025Q1: 14,865 shares; 2025Q2: 14,565 shares; 2025Q3: 12,764 shares; 2025Q4: 12,058 shares; 2026Q1: 12,039 shares 12,039 $672K <0.01% -19 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,475 shares; 2025Q2: 23,275 shares; 2025Q3: 21,675 shares; 2025Q4: 22,675 shares; 2026Q1: 22,875 shares 22,875 $672K <0.01% +200 Timeline TFLO 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: 98,366 shares; 2024Q4: 51,443 shares; 2025Q1: 24,300 shares; 2025Q2: 21,705 shares; 2025Q3: 15,497 shares; 2025Q4: 16,159 shares; 2026Q1: 13,267 shares 13,267 $672K <0.01% -2,892 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,800 shares; 2025Q1: 6,670 shares; 2025Q2: 6,681 shares; 2025Q3: 6,048 shares; 2025Q4: 5,574 shares; 2026Q1: 11,602 shares 11,602 $669K <0.01% +6,028 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: 19,622 shares; 2025Q1: 19,934 shares; 2025Q2: 29,902 shares; 2025Q3: 34,196 shares; 2025Q4: 28,519 shares; 2026Q1: 30,181 shares 30,181 $669K <0.01% +1,662 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 4,328 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 5,517 shares; 2025Q4: 4,111 shares; 2026Q1: 6,016 shares 6,016 $668K <0.01% +1,905 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,098 shares; 2024Q4: 17,407 shares; 2025Q1: 17,443 shares; 2025Q2: 15,913 shares; 2025Q3: 15,913 shares; 2025Q4: 14,992 shares; 2026Q1: 15,992 shares 15,992 $667K <0.01% +1,000 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 6,363 shares; 2025Q1: 3,971 shares; 2025Q2: 2,972 shares; 2025Q3: 2,914 shares; 2025Q4: 6,223 shares; 2026Q1: 6,289 shares 6,289 $665K <0.01% +66 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,455 shares; 2024Q4: 12,455 shares; 2025Q1: 12,455 shares; 2025Q2: 10,257 shares; 2025Q3: 14,930 shares; 2025Q4: 11,186 shares; 2026Q1: 12,143 shares 12,143 $662K <0.01% +957 Timeline SMB 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: 38,236 shares 38,236 $661K <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,861 shares; 2024Q4: 20,998 shares; 2025Q1: 20,611 shares; 2025Q2: 20,855 shares; 2025Q3: 24,164 shares; 2025Q4: 5,743 shares; 2026Q1: 5,689 shares 5,689 $661K <0.01% -54 Timeline IYT 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: 4,205 shares; 2024Q4: 3,770 shares; 2025Q1: 12,589 shares; 2025Q2: 11,970 shares; 2025Q3: 11,670 shares; 2025Q4: 8,798 shares; 2026Q1: 8,848 shares 8,848 $660K <0.01% +50 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 9,070 shares; 2025Q1: 163 shares; 2025Q2: 168 shares; 2025Q3: 3,068 shares; 2025Q4: 40 shares; 2026Q1: 4,629 shares 4,629 $660K <0.01% +4,589 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,640 shares; 2024Q4: 118,040 shares; 2025Q1: 114,840 shares; 2025Q2: 112,595 shares; 2025Q3: 116,540 shares; 2025Q4: 112,540 shares; 2026Q1: 108,740 shares 108,740 $659K <0.01% -3,800 Timeline ARKX 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 4,387 shares; 2025Q2: 4,437 shares; 2025Q3: 4,600 shares; 2025Q4: 4,533 shares; 2026Q1: 22,429 shares 22,429 $658K <0.01% +17,896 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,285 shares; 2025Q1: 3,873 shares; 2025Q2: 3,635 shares; 2025Q3: 3,822 shares; 2025Q4: 3,417 shares; 2026Q1: 4,155 shares 4,155 $658K <0.01% +738 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,679 shares; 2024Q4: 36,338 shares; 2025Q1: 41,030 shares; 2025Q2: 43,136 shares; 2025Q3: 65,756 shares; 2025Q4: 59,013 shares; 2026Q1: 95,657 shares 95,657 $657K <0.01% +36,644 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,073 shares; 2024Q4: 25,945 shares; 2025Q1: 43,578 shares; 2025Q2: 42,902 shares; 2025Q3: 74,509 shares; 2025Q4: 72,133 shares; 2026Q1: 109,398 shares 109,398 $656K <0.01% +37,265 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 1,914 shares; 2025Q2: 59,495 shares; 2025Q3: 63,377 shares; 2025Q4: 34,583 shares; 2026Q1: 32,040 shares 32,040 $656K <0.01% -2,543 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 5,886 shares; 2025Q1: 6,168 shares; 2025Q2: 6,133 shares; 2025Q3: 6,296 shares; 2025Q4: 7,007 shares; 2026Q1: 8,188 shares 8,188 $656K <0.01% +1,181 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 12,972 shares; 2025Q3: 14,787 shares; 2025Q4: 27,748 shares; 2026Q1: 58,005 shares 58,005 $655K <0.01% +30,257 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 7,310 shares; 2025Q1: 3,929 shares; 2025Q2: 5,770 shares; 2025Q3: 5,812 shares; 2025Q4: 5,911 shares; 2026Q1: 5,204 shares 5,204 $655K <0.01% -707 Timeline JHML 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: 14,341 shares; 2024Q4: 14,414 shares; 2025Q1: 7,890 shares; 2025Q2: 7,914 shares; 2025Q3: 7,747 shares; 2025Q4: 7,749 shares; 2026Q1: 8,345 shares 8,345 $653K <0.01% +596 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,826 shares; 2024Q4: 56,891 shares; 2025Q1: 58,733 shares; 2025Q2: 56,969 shares; 2025Q3: 64,173 shares; 2025Q4: 63,313 shares; 2026Q1: 59,014 shares 59,014 $651K <0.01% -4,299 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 122,562 shares; 2025Q3: 123,667 shares; 2025Q4: 88,494 shares; 2026Q1: 60,449 shares 60,449 $649K <0.01% -28,045 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 641 shares; 2025Q2: 733 shares; 2025Q3: 776 shares; 2025Q4: 760 shares; 2026Q1: 763 shares 763 $648K <0.01% +3 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: 17,568 shares 17,568 $647K <0.01% +17,565 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 25,307 shares; 2025Q1: 34,601 shares; 2025Q2: 35,281 shares; 2025Q3: 42,658 shares; 2025Q4: 35,865 shares; 2026Q1: 37,879 shares 37,879 $647K <0.01% +2,014 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS 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: 16,641 shares 16,641 $645K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,066 shares; 2024Q4: 14,266 shares; 2025Q1: 16,358 shares; 2025Q2: 14,250 shares; 2025Q3: 10,830 shares; 2025Q4: 11,700 shares; 2026Q1: 7,777 shares 7,777 $644K <0.01% -3,923 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,951 shares; 2024Q4: 4,977 shares; 2025Q1: 4,977 shares; 2025Q2: 4,852 shares; 2025Q3: 7,277 shares; 2025Q4: 24,290 shares; 2026Q1: 10,224 shares 10,224 $642K <0.01% -14,066 Timeline FGD 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: 622 shares; 2024Q4: 497 shares; 2025Q1: 723 shares; 2025Q2: 8,010 shares; 2025Q3: 12,607 shares; 2025Q4: 12,702 shares; 2026Q1: 20,105 shares 20,105 $642K <0.01% +7,403 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 12,370 shares; 2025Q1: 14,874 shares; 2025Q2: 14,850 shares; 2025Q3: 12,681 shares; 2025Q4: 12,501 shares; 2026Q1: 12,001 shares 12,001 $641K <0.01% -500 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 15,188 shares; 2025Q1: 4,723 shares; 2025Q2: 19,067 shares; 2025Q3: 19,470 shares; 2025Q4: 25,093 shares; 2026Q1: 25,125 shares 25,125 $640K <0.01% +32 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 829 shares; 2025Q1: 7,926 shares; 2025Q2: 1,689 shares; 2025Q3: 5,926 shares; 2025Q4: 9,559 shares; 2026Q1: 7,798 shares 7,798 $638K <0.01% -1,761 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,650 shares; 2024Q4: 88,050 shares; 2025Q1: 87,000 shares; 2025Q2: 94,400 shares; 2025Q3: 92,450 shares; 2025Q4: 90,650 shares; 2026Q1: 79,650 shares 79,650 $637K <0.01% -11,000 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 613 shares; 2025Q4: 7,894 shares; 2026Q1: 16,348 shares 16,348 $637K <0.01% +8,454 Timeline ARKG 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: 6,320 shares; 2024Q4: 3,604 shares; 2025Q1: 5,384 shares; 2025Q2: 5,255 shares; 2025Q3: 4,937 shares; 2025Q4: 11,890 shares; 2026Q1: 24,092 shares 24,092 $637K <0.01% +12,202 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,958 shares; 2025Q1: 2,129 shares; 2025Q2: 1,870 shares; 2025Q3: 2,414 shares; 2025Q4: 2,080 shares; 2026Q1: 1,848 shares 1,848 $636K <0.01% -232 Timeline PRFZ 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: 757 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 929 shares; 2025Q3: 12,162 shares; 2025Q4: 12,215 shares; 2026Q1: 13,855 shares 13,855 $636K <0.01% +1,640 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,384 shares; 2024Q4: 56,184 shares; 2025Q1: 63,189 shares; 2025Q2: 63,389 shares; 2025Q3: 62,989 shares; 2025Q4: 64,389 shares; 2026Q1: 56,984 shares 56,984 $635K <0.01% -7,405 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 91,756 shares; 2025Q4: 22,669 shares; 2026Q1: 44,434 shares 44,434 $633K <0.01% +21,765 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 22,183 shares; 2025Q1: 10,149 shares; 2025Q2: 10,159 shares; 2025Q3: 8,471 shares; 2025Q4: 8,265 shares; 2026Q1: 8,675 shares 8,675 $631K <0.01% +410 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 811 shares; 2025Q1: 293 shares; 2025Q2: not reported; 2025Q3: 60,101 shares; 2025Q4: 52,538 shares; 2026Q1: 117,418 shares 117,418 $631K <0.01% +64,880 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,201 shares; 2025Q1: 6,076 shares; 2025Q2: 3,970 shares; 2025Q3: 4,172 shares; 2025Q4: 10,077 shares; 2026Q1: 6,342 shares 6,342 $630K <0.01% -3,735 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 9,423 shares; 2025Q3: 9,936 shares; 2025Q4: 18,111 shares; 2026Q1: 16,798 shares 16,798 $630K <0.01% -1,313 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 3,324 shares; 2025Q1: 4,567 shares; 2025Q2: 4,503 shares; 2025Q3: 5,363 shares; 2025Q4: 6,511 shares; 2026Q1: 8,625 shares 8,625 $630K <0.01% +2,114 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to 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: 149,859 shares; 2026Q1: 149,854 shares 149,854 $629K <0.01% -5 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 6,367 shares; 2025Q4: 5,174 shares; 2026Q1: 6,594 shares 6,594 $629K <0.01% +1,420 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 6,677 shares; 2025Q1: 5,327 shares; 2025Q2: 4,968 shares; 2025Q3: 4,851 shares; 2025Q4: 6,024 shares; 2026Q1: 5,912 shares 5,912 $628K <0.01% -112 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,919 shares; 2024Q4: 10,822 shares; 2025Q1: 10,810 shares; 2025Q2: 9,831 shares; 2025Q3: 9,849 shares; 2025Q4: 10,093 shares; 2026Q1: 9,173 shares 9,173 $627K <0.01% -920 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,020 shares; 2024Q4: 4,045 shares; 2025Q1: 4,046 shares; 2025Q2: 2,017 shares; 2025Q3: 2,217 shares; 2025Q4: 30,581 shares; 2026Q1: 33,591 shares 33,591 $626K <0.01% +3,010 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,824 shares; 2024Q4: 108,377 shares; 2025Q1: 95,311 shares; 2025Q2: 102,521 shares; 2025Q3: 102,902 shares; 2025Q4: 63,957 shares; 2026Q1: 66,895 shares 66,895 $621K <0.01% +2,938 Timeline DFAE 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: 16,899 shares; 2024Q4: 22,392 shares; 2025Q1: 17,406 shares; 2025Q2: 15,615 shares; 2025Q3: 15,603 shares; 2025Q4: 17,144 shares; 2026Q1: 18,294 shares 18,294 $619K <0.01% +1,150 Timeline EFAX 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: 12,885 shares; 2024Q4: 14,410 shares; 2025Q1: 14,618 shares; 2025Q2: 14,363 shares; 2025Q3: 12,048 shares; 2025Q4: 12,054 shares; 2026Q1: 12,442 shares 12,442 $619K <0.01% +388 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 12,211 shares; 2025Q1: 9,126 shares; 2025Q2: 9,617 shares; 2025Q3: 10,753 shares; 2025Q4: 72,465 shares; 2026Q1: 10,262 shares 10,262 $618K <0.01% -62,203 Timeline PTIN 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: 6,843 shares; 2024Q4: 8,245 shares; 2025Q1: 9,475 shares; 2025Q2: 13,957 shares; 2025Q3: 15,818 shares; 2025Q4: 23,370 shares; 2026Q1: 18,989 shares 18,989 $618K <0.01% -4,381 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,758 shares; 2025Q3: 1,758 shares; 2025Q4: 157,545 shares; 2026Q1: 121,234 shares 121,234 $617K <0.01% -36,311 Timeline FBCG 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: 24,938 shares; 2024Q4: 25,274 shares; 2025Q1: 23,034 shares; 2025Q2: 20,491 shares; 2025Q3: 11,577 shares; 2025Q4: 12,928 shares; 2026Q1: 12,311 shares 12,311 $617K <0.01% -617 Timeline GSWO 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: 5,046 shares; 2024Q4: 6,349 shares; 2025Q1: 14,454 shares; 2025Q2: 34,089 shares; 2025Q3: 33,150 shares; 2025Q4: 12,267 shares; 2026Q1: 10,951 shares 10,951 $617K <0.01% -1,316 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: 6,316 shares; 2026Q1: 3,597 shares 3,597 $615K <0.01% -2,719 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 46 shares; 2026Q1: 1,751 shares 1,751 $615K <0.01% +1,705 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 9,307 shares; 2025Q1: 6,582 shares; 2025Q2: 5,517 shares; 2025Q3: 5,478 shares; 2025Q4: 5,157 shares; 2026Q1: 5,080 shares 5,080 $615K <0.01% -77 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 2,310 shares; 2025Q1: 2,269 shares; 2025Q2: 1,141 shares; 2025Q3: 1,138 shares; 2025Q4: 6,755 shares; 2026Q1: 6,674 shares 6,674 $613K <0.01% -81 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 110 shares; 2025Q2: 132 shares; 2025Q3: 2,928 shares; 2025Q4: 4,820 shares; 2026Q1: 5,669 shares 5,669 $612K <0.01% +849 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 5,684 shares; 2025Q1: 5,746 shares; 2025Q2: 5,746 shares; 2025Q3: 5,766 shares; 2025Q4: 5,566 shares; 2026Q1: 5,566 shares 5,566 $611K <0.01% 0 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,504 shares; 2024Q4: 62,266 shares; 2025Q1: 62,988 shares; 2025Q2: 63,953 shares; 2025Q3: 64,121 shares; 2025Q4: 66,689 shares; 2026Q1: 67,334 shares 67,334 $609K <0.01% +645 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 1,804 shares; 2025Q1: 1,744 shares; 2025Q2: 1,766 shares; 2025Q3: 2,043 shares; 2025Q4: 2,140 shares; 2026Q1: 2,083 shares 2,083 $609K <0.01% -57 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,612 shares; 2025Q4: 29,506 shares; 2026Q1: 21,076 shares 21,076 $608K <0.01% -8,430 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 48,112 shares; 2026Q1: 48,025 shares 48,025 $607K <0.01% -87 Timeline PFFA 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: 8,274 shares; 2024Q4: 8,281 shares; 2025Q1: 8,289 shares; 2025Q2: 8,297 shares; 2025Q3: 17,881 shares; 2025Q4: 34,099 shares; 2026Q1: 29,644 shares 29,644 $604K <0.01% -4,455 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 10,754 shares; 2025Q1: 11,676 shares; 2025Q2: 32,581 shares; 2025Q3: 66,606 shares; 2025Q4: 67,435 shares; 2026Q1: 24,253 shares 24,253 $603K <0.01% -43,182 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 4,529 shares; 2025Q1: 4,899 shares; 2025Q2: 4,988 shares; 2025Q3: 6,379 shares; 2025Q4: 4,577 shares; 2026Q1: 4,290 shares 4,290 $602K <0.01% -287 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 9,417 shares; 2025Q1: 9,717 shares; 2025Q2: 9,312 shares; 2025Q3: 8,779 shares; 2025Q4: 8,487 shares; 2026Q1: 9,294 shares 9,294 $601K <0.01% +807 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 2,833 shares; 2025Q1: 5,124 shares; 2025Q2: 7,774 shares; 2025Q3: 7,506 shares; 2025Q4: 7,158 shares; 2026Q1: 6,804 shares 6,804 $600K <0.01% -354 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 11,061 shares; 2025Q1: 11,416 shares; 2025Q2: 11,287 shares; 2025Q3: 10,639 shares; 2025Q4: 3,758 shares; 2026Q1: 3,082 shares 3,082 $600K <0.01% -676 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,243 shares; 2025Q1: 6,992 shares; 2025Q2: 8,078 shares; 2025Q3: 7,196 shares; 2025Q4: 8,625 shares; 2026Q1: 8,324 shares 8,324 $597K <0.01% -301 Timeline FMKT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,250 shares; 2025Q3: 113,000 shares; 2025Q4: 44,622 shares; 2026Q1: 28,992 shares 28,992 $597K <0.01% -15,630 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,371 shares; 2024Q4: 28,669 shares; 2025Q1: 27,444 shares; 2025Q2: 19,794 shares; 2025Q3: 19,417 shares; 2025Q4: 29,494 shares; 2026Q1: 12,738 shares 12,738 $597K <0.01% -16,756 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,330 shares; 2024Q4: 35,130 shares; 2025Q1: 34,130 shares; 2025Q2: 32,800 shares; 2025Q3: 46,866 shares; 2025Q4: 44,668 shares; 2026Q1: 45,255 shares 45,255 $596K <0.01% +587 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,543 shares; 2024Q4: 59,906 shares; 2025Q1: 65,190 shares; 2025Q2: 62,618 shares; 2025Q3: 38,272 shares; 2025Q4: 41,774 shares; 2026Q1: 12,053 shares 12,053 $595K <0.01% -29,721 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 7,722 shares; 2025Q1: 7,274 shares; 2025Q2: 7,775 shares; 2025Q3: 7,911 shares; 2025Q4: 8,713 shares; 2026Q1: 8,565 shares 8,565 $594K <0.01% -148 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,000 shares; 2025Q3: 1,121,900 shares; 2025Q4: 678,337 shares; 2026Q1: 252,850 shares 252,850 $594K <0.01% -425,487 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 9,531 shares; 2025Q1: 8,430 shares; 2025Q2: 16,795 shares; 2025Q3: 16,434 shares; 2025Q4: 10,627 shares; 2026Q1: 10,009 shares 10,009 $594K <0.01% -618 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,060 shares; 2024Q4: 83,093 shares; 2025Q1: 81,513 shares; 2025Q2: 91,656 shares; 2025Q3: 82,560 shares; 2025Q4: 76,690 shares; 2026Q1: 69,682 shares 69,682 $594K <0.01% -7,008 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,535 shares; 2025Q1: 1,735 shares; 2025Q2: 1,290 shares; 2025Q3: 9,418 shares; 2025Q4: 12,448 shares; 2026Q1: 14,259 shares 14,259 $593K <0.01% +1,811 Timeline SELV 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: 19,578 shares; 2024Q4: 20,038 shares; 2025Q1: 18,310 shares; 2025Q2: 17,991 shares; 2025Q3: 18,610 shares; 2025Q4: 18,675 shares; 2026Q1: 18,336 shares 18,336 $593K <0.01% -339 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,595 shares; 2024Q4: 31,376 shares; 2025Q1: 28,876 shares; 2025Q2: 28,876 shares; 2025Q3: 28,876 shares; 2025Q4: 25,376 shares; 2026Q1: 20,376 shares 20,376 $592K <0.01% -5,000 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 208 shares; 2025Q1: 209 shares; 2025Q2: 205 shares; 2025Q3: 7,652 shares; 2025Q4: 14,521 shares; 2026Q1: 16,520 shares 16,520 $590K <0.01% +1,999 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,070 shares; 2024Q4: 63,970 shares; 2025Q1: 61,370 shares; 2025Q2: 55,970 shares; 2025Q3: 53,770 shares; 2025Q4: 51,520 shares; 2026Q1: 49,520 shares 49,520 $589K <0.01% -2,000 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,619 shares; 2024Q4: 9,693 shares; 2025Q1: 8,769 shares; 2025Q2: 9,825 shares; 2025Q3: 9,416 shares; 2025Q4: 10,554 shares; 2026Q1: 8,883 shares 8,883 $589K <0.01% -1,671 Timeline IJAN 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: 26,076 shares; 2024Q4: 26,076 shares; 2025Q1: 24,540 shares; 2025Q2: 24,540 shares; 2025Q3: 16,170 shares; 2025Q4: 16,215 shares; 2026Q1: 16,215 shares 16,215 $588K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,685 shares; 2024Q4: 12,774 shares; 2025Q1: 13,463 shares; 2025Q2: 2,025 shares; 2025Q3: 22,478 shares; 2025Q4: 21,318 shares; 2026Q1: 22,711 shares 22,711 $588K <0.01% +1,393 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,775 shares 11,775 $588K <0.01% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,708 shares; 2024Q4: 16,630 shares; 2025Q1: 15,458 shares; 2025Q2: 15,175 shares; 2025Q3: 14,838 shares; 2025Q4: 14,745 shares; 2026Q1: 12,576 shares 12,576 $588K <0.01% -2,169 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 20,017 shares 20,017 $586K <0.01% +19,741 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 12,521 shares; 2025Q1: 11,607 shares; 2025Q2: 11,292 shares; 2025Q3: 12,890 shares; 2025Q4: 5,487 shares; 2026Q1: 5,401 shares 5,401 $585K <0.01% -86 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 5,296 shares; 2025Q1: 5,382 shares; 2025Q2: 8,159 shares; 2025Q3: 9,093 shares; 2025Q4: 9,866 shares; 2026Q1: 5,687 shares 5,687 $584K <0.01% -4,179 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 872 shares; 2025Q2: 10,169 shares; 2025Q3: 10,688 shares; 2025Q4: 17,564 shares; 2026Q1: 17,652 shares 17,652 $584K <0.01% +88 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 9,468 shares; 2025Q4: 8,957 shares; 2026Q1: 10,284 shares 10,284 $584K <0.01% +1,327 Timeline LIT 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: 2,430 shares; 2024Q4: 2,328 shares; 2025Q1: 2,349 shares; 2025Q2: 2,041 shares; 2025Q3: 2,164 shares; 2025Q4: 7,566 shares; 2026Q1: 7,848 shares 7,848 $583K <0.01% +282 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 977 shares; 2025Q1: 11,704 shares; 2025Q2: 605 shares; 2025Q3: 1,161 shares; 2025Q4: 7,342 shares; 2026Q1: 8,788 shares 8,788 $583K <0.01% +1,446 Timeline UDEC 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: 53,395 shares; 2024Q4: 44,727 shares; 2025Q1: 17,555 shares; 2025Q2: 17,338 shares; 2025Q3: 17,341 shares; 2025Q4: 17,179 shares; 2026Q1: 14,987 shares 14,987 $582K <0.01% -2,192 Timeline NUMG 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: 15,955 shares; 2024Q4: 16,295 shares; 2025Q1: 14,738 shares; 2025Q2: 15,659 shares; 2025Q3: 14,644 shares; 2025Q4: 14,571 shares; 2026Q1: 14,154 shares 14,154 $581K <0.01% -417 Timeline RSPG 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: 370 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 372 shares; 2025Q3: 373 shares; 2025Q4: 333 shares; 2026Q1: 5,283 shares 5,283 $578K <0.01% +4,950 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,975 shares; 2024Q4: 35,375 shares; 2025Q1: 34,875 shares; 2025Q2: 33,175 shares; 2025Q3: 31,119 shares; 2025Q4: 28,425 shares; 2026Q1: 26,465 shares 26,465 $578K <0.01% -1,960 Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,681 shares 11,681 $578K <0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 3,969 shares 3,969 $577K <0.01% +3,869 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,923 shares; 2024Q4: 74,908 shares; 2025Q1: 53,508 shares; 2025Q2: 74,608 shares; 2025Q3: 79,066 shares; 2025Q4: 117,545 shares; 2026Q1: 118,228 shares 118,228 $576K <0.01% +683 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS 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: 476 shares; 2026Q1: 27,502 shares 27,502 $575K <0.01% +27,026 Timeline DRUP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,478 shares; 2025Q4: 10,478 shares; 2026Q1: 10,478 shares 10,478 $574K <0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,785 shares; 2024Q4: 16,527 shares; 2025Q1: 5,187 shares; 2025Q2: 19,775 shares; 2025Q3: 23,302 shares; 2025Q4: 26,147 shares; 2026Q1: 28,008 shares 28,008 $573K <0.01% +1,861 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,339 shares; 2025Q1: 1,342 shares; 2025Q2: 1,354 shares; 2025Q3: 1,310 shares; 2025Q4: 1,302 shares; 2026Q1: 1,318 shares 1,318 $572K <0.01% +16 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,624 shares; 2024Q4: 11,485 shares; 2025Q1: 6,919 shares; 2025Q2: 6,425 shares; 2025Q3: 6,900 shares; 2025Q4: 1,945 shares; 2026Q1: 1,995 shares 1,995 $572K <0.01% +50 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 8,196 shares; 2025Q1: 7,204 shares; 2025Q2: 6,143 shares; 2025Q3: 7,774 shares; 2025Q4: 9,072 shares; 2026Q1: 8,413 shares 8,413 $572K <0.01% -659 Timeline FYX 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: 5,155 shares; 2024Q4: 3,766 shares; 2025Q1: 2,946 shares; 2025Q2: 1,123 shares; 2025Q3: 1,031 shares; 2025Q4: 4,848 shares; 2026Q1: 4,789 shares 4,789 $572K <0.01% -59 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 207 shares; 2025Q2: 1,072 shares; 2025Q3: 2,614 shares; 2025Q4: 3,412 shares; 2026Q1: 2,722 shares 2,722 $571K <0.01% -690 Timeline PRN 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: 15,981 shares; 2024Q4: 21,105 shares; 2025Q1: 22,478 shares; 2025Q2: 7,522 shares; 2025Q3: 7,466 shares; 2025Q4: 8,872 shares; 2026Q1: 2,933 shares 2,933 $571K <0.01% -5,939 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 14,095 shares; 2025Q3: 13,837 shares; 2025Q4: 14,551 shares; 2026Q1: 21,510 shares 21,510 $570K <0.01% +6,959 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 7,828 shares; 2025Q1: 4,807 shares; 2025Q2: 5,061 shares; 2025Q3: 5,092 shares; 2025Q4: 4,518 shares; 2026Q1: 6,555 shares 6,555 $569K <0.01% +2,037 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,839 shares; 2024Q4: 15,785 shares; 2025Q1: 19,293 shares; 2025Q2: 14,203 shares; 2025Q3: 12,094 shares; 2025Q4: 13,159 shares; 2026Q1: 12,621 shares 12,621 $569K <0.01% -538 Timeline ILCV 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: 7,156 shares; 2024Q4: 7,320 shares; 2025Q1: 7,230 shares; 2025Q2: 7,217 shares; 2025Q3: 7,105 shares; 2025Q4: 6,601 shares; 2026Q1: 6,098 shares 6,098 $568K <0.01% -503 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,796 shares; 2025Q1: 8,767 shares; 2025Q2: 9,395 shares; 2025Q3: 8,986 shares; 2025Q4: 7,509 shares; 2026Q1: 6,713 shares 6,713 $568K <0.01% -796 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,024 shares 12,024 $568K <0.01% new Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 4,829 shares; 2025Q2: 3,940 shares; 2025Q3: 3,674 shares; 2025Q4: 17,166 shares; 2026Q1: 23,221 shares 23,221 $568K <0.01% +6,055 Timeline APIE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,060 shares; 2026Q1: 16,060 shares 16,060 $566K <0.01% 0 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,503 shares; 2024Q4: 11,503 shares; 2025Q1: 11,038 shares; 2025Q2: 11,038 shares; 2025Q3: 11,038 shares; 2025Q4: 11,038 shares; 2026Q1: 10,353 shares 10,353 $565K <0.01% -685 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL 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: 20,589 shares; 2025Q3: 20,600 shares; 2025Q4: 20,614 shares; 2026Q1: 20,028 shares 20,028 $565K <0.01% -586 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,565 shares; 2025Q1: 2,057 shares; 2025Q2: 1,604 shares; 2025Q3: 1,536 shares; 2025Q4: 1,997 shares; 2026Q1: 1,942 shares 1,942 $565K <0.01% -55 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,798 shares; 2024Q4: 39,985 shares; 2025Q1: 39,819 shares; 2025Q2: 52,318 shares; 2025Q3: 71,355 shares; 2025Q4: 69,944 shares; 2026Q1: 54,844 shares 54,844 $565K <0.01% -15,100 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,788 shares; 2026Q1: 23,426 shares 23,426 $563K <0.01% -7,362 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,005 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 4 shares; 2025Q4: 1,102 shares; 2026Q1: 2,293 shares 2,293 $562K <0.01% +1,191 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: 4,969 shares; 2025Q1: 4,969 shares; 2025Q2: 4,969 shares; 2025Q3: 6,048 shares; 2025Q4: 4,828 shares; 2026Q1: 4,827 shares 4,827 $559K <0.01% -1 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,441 shares; 2024Q4: 35,795 shares; 2025Q1: 32,895 shares; 2025Q2: 42,760 shares; 2025Q3: 46,208 shares; 2025Q4: 10,073 shares; 2026Q1: 10,293 shares 10,293 $558K <0.01% +220 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,184 shares; 2024Q4: 22,979 shares; 2025Q1: 59,626 shares; 2025Q2: 110,874 shares; 2025Q3: 31,507 shares; 2025Q4: 29,809 shares; 2026Q1: 32,223 shares 32,223 $558K <0.01% +2,414 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 5,222 shares; 2025Q1: 5,223 shares; 2025Q2: 14,331 shares; 2025Q3: 14,335 shares; 2025Q4: 16,049 shares; 2026Q1: 22,732 shares 22,732 $558K <0.01% +6,683 Timeline SDSI 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: 10,878 shares 10,878 $558K <0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,416 shares; 2024Q4: 77,145 shares; 2025Q1: 79,257 shares; 2025Q2: 79,456 shares; 2025Q3: 72,861 shares; 2025Q4: 57,633 shares; 2026Q1: 53,721 shares 53,721 $558K <0.01% -3,912 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 6,434 shares 6,434 $555K <0.01% +3,019 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 5,159 shares; 2026Q1: 2,614 shares 2,614 $554K <0.01% -2,545 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,094 shares; 2025Q1: 7,066 shares; 2025Q2: 10,027 shares; 2025Q3: 4,273 shares; 2025Q4: 4,742 shares; 2026Q1: 5,883 shares 5,883 $552K <0.01% +1,141 Timeline JBBB 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: 19,592 shares; 2024Q4: 35,530 shares; 2025Q1: 62,363 shares; 2025Q2: 47,459 shares; 2025Q3: 44,955 shares; 2025Q4: 16,166 shares; 2026Q1: 11,847 shares 11,847 $552K <0.01% -4,319 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,300 shares; 2025Q1: 860 shares; 2025Q2: 5,880 shares; 2025Q3: 11,467 shares; 2025Q4: 13,269 shares; 2026Q1: 14,292 shares 14,292 $552K <0.01% +1,023 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 6,073 shares; 2025Q1: 6,085 shares; 2025Q2: 10,224 shares; 2025Q3: 10,783 shares; 2025Q4: 10,400 shares; 2026Q1: 10,499 shares 10,499 $552K <0.01% +99 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 524 shares; 2025Q1: 438 shares; 2025Q2: 442 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 3,195 shares 3,195 $551K <0.01% +2,933 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 14,445 shares; 2025Q1: 13,114 shares; 2025Q2: 17,186 shares; 2025Q3: 16,186 shares; 2025Q4: 13,614 shares; 2026Q1: 13,614 shares 13,614 $551K <0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 575 shares; 2026Q1: 462 shares 462 $551K <0.01% -113 GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 687 shares; 2025Q2: 4,763 shares; 2025Q3: 4,711 shares; 2025Q4: 7,412 shares; 2026Q1: 7,576 shares 7,576 $551K <0.01% +164 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 3,232 shares; 2025Q1: 1,722 shares; 2025Q2: 2,177 shares; 2025Q3: 1,842 shares; 2025Q4: 1,716 shares; 2026Q1: 3,174 shares 3,174 $550K <0.01% +1,458 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 8,000 shares; 2025Q4: 7,800 shares; 2026Q1: 12,925 shares 12,925 $550K <0.01% +5,125 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,792 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 248 shares; 2025Q3: 34,302 shares; 2025Q4: 29,801 shares; 2026Q1: 38,524 shares 38,524 $549K <0.01% +8,723 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,704 shares; 2024Q4: 96,534 shares; 2025Q1: 97,430 shares; 2025Q2: 95,312 shares; 2025Q3: 89,113 shares; 2025Q4: 66,699 shares; 2026Q1: 72,509 shares 72,509 $549K <0.01% +5,810 Timeline AVNS AVANOS MED INC More: the full row for AVANOS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 155 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 48,998 shares; 2026Q1: 39,004 shares 39,004 $546K <0.01% -9,994 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 2,797 shares; 2025Q1: 2,811 shares; 2025Q2: 2,594 shares; 2025Q3: 2,562 shares; 2025Q4: 3,928 shares; 2026Q1: 3,983 shares 3,983 $546K <0.01% +55 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,501 shares; 2024Q4: 325,548 shares; 2025Q1: 25,097 shares; 2025Q2: 12,564 shares; 2025Q3: 10,667 shares; 2025Q4: 8,952 shares; 2026Q1: 8,518 shares 8,518 $545K <0.01% -434 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 11,717 shares; 2025Q1: 10,590 shares; 2025Q2: 10,710 shares; 2025Q3: 11,230 shares; 2025Q4: 9,017 shares; 2026Q1: 6,564 shares 6,564 $545K <0.01% -2,453 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 3,196 shares; 2025Q1: 2,385 shares; 2025Q2: 2,969 shares; 2025Q3: 2,657 shares; 2025Q4: 3,653 shares; 2026Q1: 4,445 shares 4,445 $544K <0.01% +792 Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,317 shares; 2024Q4: 94,717 shares; 2025Q1: 94,717 shares; 2025Q2: 84,617 shares; 2025Q3: 87,259 shares; 2025Q4: 97,343 shares; 2026Q1: 92,243 shares 92,243 $544K <0.01% -5,100 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,802 shares; 2025Q1: 3,917 shares; 2025Q2: 1,493 shares; 2025Q3: 1,222 shares; 2025Q4: 1,468 shares; 2026Q1: 1,172 shares 1,172 $544K <0.01% -296 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 6,057 shares; 2025Q1: 6,057 shares; 2025Q2: 6,057 shares; 2025Q3: 6,297 shares; 2025Q4: 6,840 shares; 2026Q1: 6,840 shares 6,840 $541K <0.01% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 12,703 shares; 2025Q1: 12,144 shares; 2025Q2: 12,124 shares; 2025Q3: 10,715 shares; 2025Q4: 9,874 shares; 2026Q1: 9,874 shares 9,874 $540K <0.01% 0 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,115 shares; 2025Q3: 200 shares; 2025Q4: 17,783 shares; 2026Q1: 28,780 shares 28,780 $539K <0.01% +10,997 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 481 shares; 2025Q1: 217 shares; 2025Q2: 2,735 shares; 2025Q3: 3,073 shares; 2025Q4: 5,355 shares; 2026Q1: 4,363 shares 4,363 $538K <0.01% -992 Timeline AIA 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: 460 shares; 2024Q4: 5,887 shares; 2025Q1: 5,887 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 5,502 shares; 2026Q1: 5,062 shares 5,062 $537K <0.01% -440 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 2,024 shares; 2025Q2: 3,124 shares; 2025Q3: 3,239 shares; 2025Q4: 5,414 shares; 2026Q1: 6,110 shares 6,110 $537K <0.01% +696 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,760 shares; 2025Q3: 19,787 shares; 2025Q4: 21,142 shares; 2026Q1: 31,303 shares 31,303 $537K <0.01% +10,161 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 947 shares; 2025Q1: 45 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 1,007 shares; 2026Q1: 1,648 shares 1,648 $536K <0.01% +641 Timeline NUHY 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: 750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,306 shares 25,306 $536K <0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,651 shares; 2024Q4: 67,022 shares; 2025Q1: 67,821 shares; 2025Q2: 67,845 shares; 2025Q3: 69,237 shares; 2025Q4: 70,022 shares; 2026Q1: 61,023 shares 61,023 $536K <0.01% -8,999 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 929 shares; 2025Q1: 6,441 shares; 2025Q2: 1,491 shares; 2025Q3: 7,814 shares; 2025Q4: 8,041 shares; 2026Q1: 7,828 shares 7,828 $536K <0.01% -213 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,228 shares; 2024Q4: 16,508 shares; 2025Q1: 19,257 shares; 2025Q2: 15,372 shares; 2025Q3: 15,372 shares; 2025Q4: 14,956 shares; 2026Q1: 14,756 shares 14,756 $536K <0.01% -200 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 11,149 shares; 2025Q4: 12,747 shares; 2026Q1: 14,369 shares 14,369 $535K <0.01% +1,622 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,554 shares; 2024Q4: 124,754 shares; 2025Q1: 118,879 shares; 2025Q2: 115,479 shares; 2025Q3: 113,429 shares; 2025Q4: 96,729 shares; 2026Q1: 91,759 shares 91,759 $535K <0.01% -4,970 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,001 shares; 2025Q1: 6,724 shares; 2025Q2: 5,500 shares; 2025Q3: 5,441 shares; 2025Q4: 5,249 shares; 2026Q1: 5,253 shares 5,253 $535K <0.01% +4 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 44,113 shares; 2026Q1: 42,643 shares 42,643 $533K <0.01% -1,470 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,737 shares; 2024Q4: 41,622 shares; 2025Q1: 45,466 shares; 2025Q2: 47,517 shares; 2025Q3: 49,756 shares; 2025Q4: 49,514 shares; 2026Q1: 48,470 shares 48,470 $533K <0.01% -1,044 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 281 shares; 2025Q3: 283 shares; 2025Q4: 1,050 shares; 2026Q1: 1,352 shares 1,352 $533K <0.01% +302 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 7,289 shares; 2025Q1: 9,135 shares; 2025Q2: 9,141 shares; 2025Q3: 10,375 shares; 2025Q4: 10,047 shares; 2026Q1: 14,381 shares 14,381 $532K <0.01% +4,334 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,955 shares; 2024Q4: 316,090 shares; 2025Q1: 360,376 shares; 2025Q2: 357,751 shares; 2025Q3: 9,209 shares; 2025Q4: 13,639 shares; 2026Q1: 13,633 shares 13,633 $531K <0.01% -6 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,164 shares; 2025Q1: 2,423 shares; 2025Q2: 2,499 shares; 2025Q3: 2,738 shares; 2025Q4: 3,162 shares; 2026Q1: 3,213 shares 3,213 $531K <0.01% +51 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 10,120 shares; 2025Q3: 15,427 shares; 2025Q4: 18,799 shares; 2026Q1: 18,651 shares 18,651 $530K <0.01% -148 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 8,273 shares; 2025Q4: 8,657 shares; 2026Q1: 18,398 shares 18,398 $530K <0.01% +9,741 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 2,239 shares; 2025Q1: 7,366 shares; 2025Q2: 6,979 shares; 2025Q3: 11,921 shares; 2025Q4: 12,914 shares; 2026Q1: 12,606 shares 12,606 $530K <0.01% -308 Timeline EUFN 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: 946 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 10,809 shares; 2025Q3: 12,575 shares; 2025Q4: 12,880 shares; 2026Q1: 15,196 shares 15,196 $530K <0.01% +2,316 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 18,291 shares; 2025Q3: 9,381 shares; 2025Q4: 1,052 shares; 2026Q1: 18,114 shares 18,114 $529K <0.01% +17,062 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 11,227 shares; 2025Q1: not reported; 2025Q2: 59,598 shares; 2025Q3: 53,646 shares; 2025Q4: 22,868 shares; 2026Q1: 33,216 shares 33,216 $529K <0.01% +10,348 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,589 shares 25,589 $528K <0.01% new Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,969 shares 21,969 $527K <0.01% new Timeline SCHI 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: 2,546 shares; 2024Q4: 5,968 shares; 2025Q1: 5,936 shares; 2025Q2: 10,040 shares; 2025Q3: 11,291 shares; 2025Q4: 29,711 shares; 2026Q1: 23,233 shares 23,233 $527K <0.01% -6,478 Timeline ATNI ATN INTL INC More: the full row for ATN INTL 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: 22,044 shares; 2026Q1: 19,331 shares 19,331 $526K <0.01% -2,713 Timeline CAOS 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: 5,796 shares 5,796 $526K <0.01% new Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,821 shares 15,821 $525K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,390 shares; 2024Q4: 23,370 shares; 2025Q1: 26,684 shares; 2025Q2: 26,101 shares; 2025Q3: 39,054 shares; 2025Q4: 37,852 shares; 2026Q1: 34,843 shares 34,843 $524K <0.01% -3,009 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,490 shares; 2024Q4: 46,560 shares; 2025Q1: 46,460 shares; 2025Q2: 45,760 shares; 2025Q3: 46,905 shares; 2025Q4: 46,755 shares; 2026Q1: 41,629 shares 41,629 $524K <0.01% -5,126 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 14,169 shares; 2025Q4: 15,977 shares; 2026Q1: 19,766 shares 19,766 $524K <0.01% +3,789 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 6,745 shares; 2025Q1: 9,202 shares; 2025Q2: 9,119 shares; 2025Q3: 10,034 shares; 2025Q4: 10,696 shares; 2026Q1: 11,024 shares 11,024 $523K <0.01% +328 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,787 shares 18,787 $522K <0.01% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 812 shares; 2025Q4: 4,937 shares; 2026Q1: 5,431 shares 5,431 $521K <0.01% +494 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,580 shares; 2025Q1: 1,577 shares; 2025Q2: 6,304 shares; 2025Q3: 6,159 shares; 2025Q4: 6,416 shares; 2026Q1: 6,816 shares 6,816 $520K <0.01% +400 Timeline KAPR 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: 17,595 shares; 2024Q4: 17,595 shares; 2025Q1: 16,615 shares; 2025Q2: 16,615 shares; 2025Q3: 14,327 shares; 2025Q4: 14,327 shares; 2026Q1: 14,327 shares 14,327 $519K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 2,068 shares; 2025Q1: 2,337 shares; 2025Q2: 17,755 shares; 2025Q3: 16,608 shares; 2025Q4: 16,747 shares; 2026Q1: 15,956 shares 15,956 $519K <0.01% -791 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 9,680 shares; 2025Q1: 13,200 shares; 2025Q2: 19,545 shares; 2025Q3: 22,162 shares; 2025Q4: 20,746 shares; 2026Q1: 23,762 shares 23,762 $519K <0.01% +3,016 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,759 shares; 2025Q1: 1,756 shares; 2025Q2: 1,513 shares; 2025Q3: 1,519 shares; 2025Q4: 1,509 shares; 2026Q1: 7,363 shares 7,363 $518K <0.01% +5,854 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,804 shares; 2024Q4: 10,494 shares; 2025Q1: 10,642 shares; 2025Q2: 9,550 shares; 2025Q3: 9,627 shares; 2025Q4: 9,547 shares; 2026Q1: 9,765 shares 9,765 $516K <0.01% +218 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,705 shares; 2024Q4: 34,001 shares; 2025Q1: 35,739 shares; 2025Q2: 83,842 shares; 2025Q3: 66,928 shares; 2025Q4: 199,191 shares; 2026Q1: 99,683 shares 99,683 $515K <0.01% -99,508 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,279 shares; 2024Q4: 11,964 shares; 2025Q1: 16,740 shares; 2025Q2: 17,650 shares; 2025Q3: 18,109 shares; 2025Q4: 18,460 shares; 2026Q1: 18,435 shares 18,435 $514K <0.01% -25 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,898 shares; 2024Q4: 80,469 shares; 2025Q1: 81,420 shares; 2025Q2: 75,535 shares; 2025Q3: 78,362 shares; 2025Q4: 77,077 shares; 2026Q1: 74,609 shares 74,609 $514K <0.01% -2,468 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 534 shares; 2025Q1: 703 shares; 2025Q2: 1,276 shares; 2025Q3: 2,566 shares; 2025Q4: 9,711 shares; 2026Q1: 9,653 shares 9,653 $514K <0.01% -58 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,384 shares; 2024Q4: 178,030 shares; 2025Q1: 153,640 shares; 2025Q2: 35,389 shares; 2025Q3: 33,446 shares; 2025Q4: 59,319 shares; 2026Q1: 35,625 shares 35,625 $512K <0.01% -23,694 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,459 shares 20,459 $512K <0.01% new Timeline KDEC 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: 20,070 shares; 2025Q2: 20,070 shares; 2025Q3: 20,070 shares; 2025Q4: 19,900 shares; 2026Q1: 19,900 shares 19,900 $511K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 412 shares; 2025Q1: 13,750 shares; 2025Q2: 12,212 shares; 2025Q3: 373 shares; 2025Q4: 2,324 shares; 2026Q1: 4,660 shares 4,660 $510K <0.01% +2,336 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 609 shares; 2025Q1: 32,510 shares; 2025Q2: 1,251 shares; 2025Q3: 16,189 shares; 2025Q4: 6,942 shares; 2026Q1: 18,855 shares 18,855 $509K <0.01% +11,913 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,605 shares; 2025Q1: 1,414 shares; 2025Q2: 1,254 shares; 2025Q3: 1,360 shares; 2025Q4: 1,831 shares; 2026Q1: 1,416 shares 1,416 $508K <0.01% -415 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,300 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 663 shares; 2026Q1: 56,558 shares 56,558 $508K <0.01% +55,895 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,764 shares; 2025Q1: 10,766 shares; 2025Q2: 21,652 shares; 2025Q3: 22,243 shares; 2025Q4: 22,314 shares; 2026Q1: 22,349 shares 22,349 $507K <0.01% +35 Timeline IGE 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: 332 shares; 2024Q4: 318 shares; 2025Q1: 418 shares; 2025Q2: 319 shares; 2025Q3: 4,607 shares; 2025Q4: 4,823 shares; 2026Q1: 8,045 shares 8,045 $506K <0.01% +3,222 Timeline POWA 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: 8,053 shares; 2024Q4: 7,276 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 6,574 shares; 2025Q4: 6,624 shares; 2026Q1: 5,869 shares 5,869 $506K <0.01% -755 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 9,325 shares 9,325 $505K <0.01% +9,275 Timeline BKFI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,007 shares 21,007 $504K <0.01% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,397 shares; 2025Q1: 11,919 shares; 2025Q2: 12,883 shares; 2025Q3: 11,062 shares; 2025Q4: 10,655 shares; 2026Q1: 10,577 shares 10,577 $504K <0.01% -78 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 2,297 shares; 2025Q1: 2,439 shares; 2025Q2: 2,676 shares; 2025Q3: 2,749 shares; 2025Q4: 2,618 shares; 2026Q1: 2,582 shares 2,582 $504K <0.01% -36 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 9,042 shares; 2025Q1: 11,090 shares; 2025Q2: 15,095 shares; 2025Q3: 14,973 shares; 2025Q4: 19,441 shares; 2026Q1: 19,662 shares 19,662 $504K <0.01% +221 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 10,050 shares; 2026Q1: 26,928 shares 26,928 $504K <0.01% +16,878 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 31,511 shares 31,511 $501K <0.01% +31,439 Timeline WATT ENERGOUS CORP More: the full row for ENERGOUS 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: 366 shares; 2025Q4: 366 shares; 2026Q1: 31,946 shares 31,946 $501K <0.01% +31,580 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 12,223 shares; 2025Q1: 10,981 shares; 2025Q2: 12,009 shares; 2025Q3: 11,067 shares; 2025Q4: 10,632 shares; 2026Q1: 9,617 shares 9,617 $501K <0.01% -1,015 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,462 shares; 2025Q2: 2,457 shares; 2025Q3: 2,460 shares; 2025Q4: 5,363 shares; 2026Q1: 5,174 shares 5,174 $500K <0.01% -189 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,358 shares; 2025Q4: 35,505 shares; 2026Q1: 37,160 shares 37,160 $499K <0.01% +1,655 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 5,538 shares; 2025Q1: 5,723 shares; 2025Q2: 5,504 shares; 2025Q3: 5,504 shares; 2025Q4: 5,504 shares; 2026Q1: 5,113 shares 5,113 $499K <0.01% -391 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,041 shares; 2026Q1: 52,326 shares 52,326 $498K <0.01% +2,285 Timeline DFSE 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: 11,113 shares; 2024Q4: 12,068 shares; 2025Q1: 12,068 shares; 2025Q2: 12,071 shares; 2025Q3: 12,073 shares; 2025Q4: 11,755 shares; 2026Q1: 11,755 shares 11,755 $498K <0.01% 0 Timeline QLTA 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: 7,525 shares; 2024Q4: 10,751 shares; 2025Q1: 22,735 shares; 2025Q2: 26,717 shares; 2025Q3: 22,264 shares; 2025Q4: 19,011 shares; 2026Q1: 10,462 shares 10,462 $498K <0.01% -8,549 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,775 shares 16,775 $498K <0.01% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 2,386 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 5,117 shares; 2025Q4: 5,456 shares; 2026Q1: 5,032 shares 5,032 $497K <0.01% -424 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,411 shares; 2025Q3: 12,386 shares; 2025Q4: 12,319 shares; 2026Q1: 11,717 shares 11,717 $496K <0.01% -602 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,548 shares; 2026Q1: 7,873 shares 7,873 $496K <0.01% -1,675 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 17,669 shares; 2025Q1: 12,158 shares; 2025Q2: 23,673 shares; 2025Q3: 11,309 shares; 2025Q4: 11,153 shares; 2026Q1: 10,044 shares 10,044 $494K <0.01% -1,109 Timeline