ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 126 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 128 shares; 2026Q1: 7,715 shares 7,715 $494K <0.01% +7,587 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,421 shares; 2024Q4: 52,421 shares; 2025Q1: 50,421 shares; 2025Q2: 50,721 shares; 2025Q3: 47,121 shares; 2025Q4: 47,121 shares; 2026Q1: 45,921 shares 45,921 $494K <0.01% -1,200 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,967 shares; 2024Q4: 104,650 shares; 2025Q1: 32,972 shares; 2025Q2: 35,637 shares; 2025Q3: 27,144 shares; 2025Q4: 27,138 shares; 2026Q1: 6,161 shares 6,161 $493K <0.01% -20,977 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,972 shares; 2025Q1: 2,038 shares; 2025Q2: 2,049 shares; 2025Q3: 2,040 shares; 2025Q4: 4,477 shares; 2026Q1: 8,324 shares 8,324 $493K <0.01% +3,847 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 3,281 shares; 2025Q1: 7,982 shares; 2025Q2: 5,509 shares; 2025Q3: 4,997 shares; 2025Q4: 4,097 shares; 2026Q1: 3,657 shares 3,657 $492K <0.01% -440 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,577 shares; 2025Q3: 25,904 shares; 2025Q4: 26,784 shares; 2026Q1: 27,304 shares 27,304 $492K <0.01% +520 Timeline HYD 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: 11,400 shares; 2024Q4: 16,435 shares; 2025Q1: 15,579 shares; 2025Q2: 20,738 shares; 2025Q3: 17,908 shares; 2025Q4: 9,934 shares; 2026Q1: 9,812 shares 9,812 $492K <0.01% -122 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,870 shares; 2024Q4: 34,520 shares; 2025Q1: 57,876 shares; 2025Q2: 42,734 shares; 2025Q3: 39,954 shares; 2025Q4: 28,898 shares; 2026Q1: 26,955 shares 26,955 $492K <0.01% -1,943 Timeline UIVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,749 shares; 2024Q4: 8,781 shares; 2025Q1: 8,659 shares; 2025Q2: 8,346 shares; 2025Q3: 7,817 shares; 2025Q4: 7,495 shares; 2026Q1: 7,186 shares 7,186 $491K <0.01% -309 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 717 shares; 2025Q2: 16,314 shares; 2025Q3: 26,114 shares; 2025Q4: 70,668 shares; 2026Q1: 60,286 shares 60,286 $490K <0.01% -10,382 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,975 shares; 2024Q4: 24,984 shares; 2025Q1: 27,650 shares; 2025Q2: 29,779 shares; 2025Q3: 30,214 shares; 2025Q4: 29,395 shares; 2026Q1: 39,447 shares 39,447 $489K <0.01% +10,052 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 11,077 shares; 2025Q1: 53,721 shares; 2025Q2: 65,774 shares; 2025Q3: 79,887 shares; 2025Q4: 107,405 shares; 2026Q1: 16,533 shares 16,533 $489K <0.01% -90,872 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,327 shares; 2024Q4: 17,307 shares; 2025Q1: 15,463 shares; 2025Q2: 15,563 shares; 2025Q3: 14,122 shares; 2025Q4: 25,012 shares; 2026Q1: 25,658 shares 25,658 $487K <0.01% +646 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 18,791 shares; 2025Q1: 12,791 shares; 2025Q2: 14,488 shares; 2025Q3: 16,800 shares; 2025Q4: 19,266 shares; 2026Q1: 20,038 shares 20,038 $487K <0.01% +772 Timeline BUFF 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: 15,611 shares; 2024Q4: 9,091 shares; 2025Q1: 9,966 shares; 2025Q2: 9,091 shares; 2025Q3: 8,491 shares; 2025Q4: 8,241 shares; 2026Q1: 9,832 shares 9,832 $486K <0.01% +1,591 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 1,440 shares; 2025Q2: 1,540 shares; 2025Q3: 1,990 shares; 2025Q4: 3,881 shares; 2026Q1: 6,604 shares 6,604 $485K <0.01% +2,723 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 4,103 shares; 2025Q1: 9,354 shares; 2025Q2: 9,204 shares; 2025Q3: 8,691 shares; 2025Q4: 8,504 shares; 2026Q1: 7,111 shares 7,111 $484K <0.01% -1,393 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,321 shares; 2024Q4: 23,262 shares; 2025Q1: 21,862 shares; 2025Q2: 22,241 shares; 2025Q3: 1,110 shares; 2025Q4: 1,116 shares; 2026Q1: 21,914 shares 21,914 $484K <0.01% +20,798 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,557 shares 12,557 $483K <0.01% new Timeline WCME 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: 28,700 shares 28,700 $482K <0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,900 shares; 2024Q4: 165,300 shares; 2025Q1: 144,725 shares; 2025Q2: 139,400 shares; 2025Q3: 130,300 shares; 2025Q4: 124,600 shares; 2026Q1: 104,000 shares 104,000 $482K <0.01% -20,600 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,165 shares 5,165 $481K <0.01% new Timeline RFM RIVERNORTH FLEXIBLE MUN INCO More: the full row for RIVERNORTH FLEXIBLE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 5,342 shares; 2025Q1: 5,441 shares; 2025Q2: 23,005 shares; 2025Q3: 35,118 shares; 2025Q4: 32,124 shares; 2026Q1: 34,271 shares 34,271 $481K <0.01% +2,147 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,475 shares; 2024Q4: 6,809 shares; 2025Q1: 6,941 shares; 2025Q2: 7,180 shares; 2025Q3: 8,378 shares; 2025Q4: 9,269 shares; 2026Q1: 8,985 shares 8,985 $481K <0.01% -284 Timeline BSVO 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: 21,929 shares; 2024Q4: 18,868 shares; 2025Q1: 20,568 shares; 2025Q2: 20,568 shares; 2025Q3: 18,868 shares; 2025Q4: 18,868 shares; 2026Q1: 18,868 shares 18,868 $479K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 8,227 shares; 2025Q1: 8,869 shares; 2025Q2: 6,025 shares; 2025Q3: 5,732 shares; 2025Q4: 8,158 shares; 2026Q1: 6,900 shares 6,900 $479K <0.01% -1,258 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 622 shares; 2025Q4: 43,769 shares; 2026Q1: 15,084 shares 15,084 $478K <0.01% -28,685 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 14,672 shares; 2025Q1: 17,673 shares; 2025Q2: 10,501 shares; 2025Q3: 5,425 shares; 2025Q4: 4,543 shares; 2026Q1: 4,677 shares 4,677 $478K <0.01% +134 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,816 shares 2,816 $477K <0.01% new Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 4,114 shares; 2026Q1: 4,011 shares 4,011 $477K <0.01% -103 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,345 shares; 2024Q4: 41,145 shares; 2025Q1: 40,539 shares; 2025Q2: 40,039 shares; 2025Q3: 42,739 shares; 2025Q4: 61,112 shares; 2026Q1: 58,312 shares 58,312 $476K <0.01% -2,800 Timeline ICAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,075 shares 18,075 $476K <0.01% new Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,455 shares; 2025Q3: 13,687 shares; 2025Q4: 37,623 shares; 2026Q1: 38,635 shares 38,635 $475K <0.01% +1,012 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 6,252 shares; 2025Q1: 5,745 shares; 2025Q2: 5,360 shares; 2025Q3: 5,312 shares; 2025Q4: 4,811 shares; 2026Q1: 5,280 shares 5,280 $475K <0.01% +469 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,240 shares; 2024Q4: 26,552 shares; 2025Q1: 21,670 shares; 2025Q2: 27,901 shares; 2025Q3: 16,881 shares; 2025Q4: 4,371 shares; 2026Q1: 7,669 shares 7,669 $475K <0.01% +3,298 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,508 shares; 2024Q4: 14,388 shares; 2025Q1: 13,074 shares; 2025Q2: 14,185 shares; 2025Q3: 13,594 shares; 2025Q4: 13,537 shares; 2026Q1: 12,326 shares 12,326 $475K <0.01% -1,211 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 9,351 shares; 2025Q1: 5,161 shares; 2025Q2: 5,006 shares; 2025Q3: 4,743 shares; 2025Q4: 5,623 shares; 2026Q1: 4,742 shares 4,742 $475K <0.01% -881 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 5,111 shares; 2025Q4: 3,565 shares; 2026Q1: 3,489 shares 3,489 $474K <0.01% -76 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,453 shares; 2024Q4: 9,883 shares; 2025Q1: 9,938 shares; 2025Q2: 9,976 shares; 2025Q3: 9,749 shares; 2025Q4: 12,669 shares; 2026Q1: 10,582 shares 10,582 $474K <0.01% -2,087 Timeline GDMN 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: 4,819 shares; 2025Q4: 5,702 shares; 2026Q1: 4,653 shares 4,653 $471K <0.01% -1,049 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,465 shares; 2024Q4: 75,225 shares; 2025Q1: 74,150 shares; 2025Q2: 67,636 shares; 2025Q3: 66,453 shares; 2025Q4: 63,916 shares; 2026Q1: 64,818 shares 64,818 $471K <0.01% +902 Timeline IBIG 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: 15,474 shares; 2025Q4: 17,240 shares; 2026Q1: 17,914 shares 17,914 $470K <0.01% +674 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,971 shares; 2024Q4: 44,696 shares; 2025Q1: 43,241 shares; 2025Q2: 39,943 shares; 2025Q3: 38,345 shares; 2025Q4: 41,371 shares; 2026Q1: 38,471 shares 38,471 $470K <0.01% -2,900 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 8,005 shares; 2025Q1: 8,005 shares; 2025Q2: 8,005 shares; 2025Q3: 8,005 shares; 2025Q4: 8,005 shares; 2026Q1: 8,005 shares 8,005 $470K <0.01% 0 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,318 shares 13,318 $469K <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,011 shares; 2024Q4: 17,112 shares; 2025Q1: 16,774 shares; 2025Q2: 14,888 shares; 2025Q3: 13,129 shares; 2025Q4: 7,768 shares; 2026Q1: 8,126 shares 8,126 $468K <0.01% +358 Timeline RRBI RED RIVER BANCSHARES INC More: the full row for RED RIVER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,419 shares; 2025Q4: 5,462 shares; 2026Q1: 5,123 shares 5,123 $463K <0.01% -339 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,645 shares; 2024Q4: 194,804 shares; 2025Q1: 189,566 shares; 2025Q2: 153,363 shares; 2025Q3: 133,625 shares; 2025Q4: 127,596 shares; 2026Q1: 96,905 shares 96,905 $463K <0.01% -30,691 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,641 shares; 2025Q1: 4,419 shares; 2025Q2: 2,362 shares; 2025Q3: 1,832 shares; 2025Q4: 6,711 shares; 2026Q1: 7,216 shares 7,216 $462K <0.01% +505 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,284 shares; 2025Q1: 2,201 shares; 2025Q2: 1,534 shares; 2025Q3: 1,870 shares; 2025Q4: 2,256 shares; 2026Q1: 1,979 shares 1,979 $462K <0.01% -277 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 319 shares; 2025Q1: 349 shares; 2025Q2: 2,739 shares; 2025Q3: 246 shares; 2025Q4: 2,830 shares; 2026Q1: 3,244 shares 3,244 $461K <0.01% +414 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 9,174 shares; 2025Q1: 6,095 shares; 2025Q2: 5,809 shares; 2025Q3: 5,166 shares; 2025Q4: 4,723 shares; 2026Q1: 4,673 shares 4,673 $460K <0.01% -50 Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,565 shares; 2025Q4: 47,706 shares; 2026Q1: 50,094 shares 50,094 $460K <0.01% +2,388 Timeline DFSB 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: 6,558 shares; 2024Q4: 11,768 shares; 2025Q1: 11,927 shares; 2025Q2: 11,821 shares; 2025Q3: 9,034 shares; 2025Q4: 9,113 shares; 2026Q1: 8,887 shares 8,887 $460K <0.01% -226 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,114 shares; 2024Q4: 18,273 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 4,388 shares; 2026Q1: 4,330 shares 4,330 $460K <0.01% -58 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 1,007 shares; 2025Q4: 4,278 shares; 2026Q1: 4,984 shares 4,984 $459K <0.01% +706 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 10,519 shares; 2025Q1: 10,519 shares; 2025Q2: 8,869 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares; 2026Q1: 10,369 shares 10,369 $459K <0.01% 0 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,089 shares; 2025Q4: 3,188 shares; 2026Q1: 9,105 shares 9,105 $459K <0.01% +5,917 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 11,092 shares; 2025Q1: 16,130 shares; 2025Q2: 15,919 shares; 2025Q3: 15,784 shares; 2025Q4: 8,229 shares; 2026Q1: 11,328 shares 11,328 $459K <0.01% +3,099 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 2,256 shares; 2025Q1: 3,376 shares; 2025Q2: 3,333 shares; 2025Q3: 3,725 shares; 2025Q4: 3,696 shares; 2026Q1: 5,787 shares 5,787 $459K <0.01% +2,091 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 374 shares; 2025Q4: 2,407 shares; 2026Q1: 1,830 shares 1,830 $458K <0.01% -577 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,470 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 10,800 shares; 2025Q4: 10,372 shares; 2026Q1: 11,071 shares 11,071 $458K <0.01% +699 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 319 shares; 2025Q1: 257 shares; 2025Q2: 1,593 shares; 2025Q3: 1,986 shares; 2025Q4: 2,517 shares; 2026Q1: 2,669 shares 2,669 $458K <0.01% +152 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 11,589 shares 11,589 $457K <0.01% +11,543 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 17,747 shares; 2025Q1: 15,782 shares; 2025Q2: 13,262 shares; 2025Q3: 12,685 shares; 2025Q4: 13,394 shares; 2026Q1: 13,554 shares 13,554 $456K <0.01% +160 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 4,983 shares; 2025Q1: 4,758 shares; 2025Q2: 4,627 shares; 2025Q3: 4,762 shares; 2025Q4: 8,637 shares; 2026Q1: 8,598 shares 8,598 $456K <0.01% -39 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 4,247 shares; 2025Q1: 5,906 shares; 2025Q2: 4,808 shares; 2025Q3: 7,114 shares; 2025Q4: 7,648 shares; 2026Q1: 7,331 shares 7,331 $455K <0.01% -317 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 548 shares; 2025Q2: 540 shares; 2025Q3: 538 shares; 2025Q4: 2,556 shares; 2026Q1: 2,834 shares 2,834 $454K <0.01% +278 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 7,761 shares; 2025Q1: 7,671 shares; 2025Q2: 7,671 shares; 2025Q3: 7,671 shares; 2025Q4: 17,708 shares; 2026Q1: 16,630 shares 16,630 $454K <0.01% -1,078 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 2,265 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 5,352 shares 5,352 $454K <0.01% +5,300 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 7,820 shares; 2025Q3: 5,621 shares; 2025Q4: 8,644 shares; 2026Q1: 9,034 shares 9,034 $453K <0.01% +390 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,916 shares; 2025Q1: 1,844 shares; 2025Q2: 1,846 shares; 2025Q3: 5,097 shares; 2025Q4: 5,847 shares; 2026Q1: 6,126 shares 6,126 $453K <0.01% +279 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,200 shares; 2024Q4: 50,300 shares; 2025Q1: 50,000 shares; 2025Q2: 47,888 shares; 2025Q3: 48,188 shares; 2025Q4: 46,688 shares; 2026Q1: 44,788 shares 44,788 $452K <0.01% -1,900 Timeline AKO-B EMBOTELLADORA ANDINA S A More: the full row for EMBOTELLADORA ANDINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,442 shares; 2025Q4: 18,243 shares; 2026Q1: 17,911 shares 17,911 $452K <0.01% -332 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,320 shares; 2024Q4: 13,920 shares; 2025Q1: 2,093 shares; 2025Q2: 18,792 shares; 2025Q3: 13,347 shares; 2025Q4: 12,668 shares; 2026Q1: 21,753 shares 21,753 $451K <0.01% +9,085 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,565 shares; 2024Q4: 27,161 shares; 2025Q1: 28,230 shares; 2025Q2: 30,182 shares; 2025Q3: 30,972 shares; 2025Q4: 29,653 shares; 2026Q1: 30,515 shares 30,515 $451K <0.01% +862 Timeline KNCT 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: 3,251 shares; 2024Q4: 3,251 shares; 2025Q1: 3,251 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares; 2026Q1: 3,251 shares 3,251 $450K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,674 shares; 2024Q4: 36,585 shares; 2025Q1: 34,470 shares; 2025Q2: 35,167 shares; 2025Q3: 52,078 shares; 2025Q4: 53,574 shares; 2026Q1: 14,191 shares 14,191 $450K <0.01% -39,383 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 1,148 shares; 2025Q1: 350 shares; 2025Q2: 60 shares; 2025Q3: 962 shares; 2025Q4: 1,740 shares; 2026Q1: 1,509 shares 1,509 $450K <0.01% -231 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,560 shares; 2025Q2: 5,510 shares; 2025Q3: 9,326 shares; 2025Q4: 5,921 shares; 2026Q1: 15,096 shares 15,096 $450K <0.01% +9,175 Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,454 shares; 2024Q4: 38,854 shares; 2025Q1: 38,454 shares; 2025Q2: 38,688 shares; 2025Q3: 35,154 shares; 2025Q4: 34,854 shares; 2026Q1: 34,854 shares 34,854 $450K <0.01% 0 Timeline DEM 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: 6,436 shares; 2024Q4: 17,544 shares; 2025Q1: 8,307 shares; 2025Q2: 6,925 shares; 2025Q3: 6,547 shares; 2025Q4: 7,900 shares; 2026Q1: 9,051 shares 9,051 $450K <0.01% +1,151 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 1,322 shares; 2026Q1: 1,323 shares 1,323 $449K <0.01% +1 Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,145 shares; 2024Q4: 101,645 shares; 2025Q1: 97,445 shares; 2025Q2: 94,545 shares; 2025Q3: 90,245 shares; 2025Q4: 88,145 shares; 2026Q1: 78,595 shares 78,595 $449K <0.01% -9,550 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 15,959 shares; 2025Q4: 12,804 shares; 2026Q1: 12,082 shares 12,082 $448K <0.01% -722 Timeline LEMB 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: 9,214 shares; 2024Q4: 24,801 shares; 2025Q1: 25,761 shares; 2025Q2: 25,444 shares; 2025Q3: 10,961 shares; 2025Q4: 11,136 shares; 2026Q1: 10,976 shares 10,976 $448K <0.01% -160 Timeline TACT TRANSACT TECHNOLOGIES INC More: the full row for TRANSACT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,460 shares; 2025Q4: 88,782 shares; 2026Q1: 135,920 shares 135,920 $447K <0.01% +47,138 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 4,137 shares; 2025Q1: 3,986 shares; 2025Q2: 4,034 shares; 2025Q3: 4,092 shares; 2025Q4: 4,073 shares; 2026Q1: 4,168 shares 4,168 $445K <0.01% +95 Timeline JMOM 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: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 6,384 shares; 2026Q1: 6,523 shares 6,523 $443K <0.01% +139 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,330 shares; 2024Q4: 17,442 shares; 2025Q1: 16,871 shares; 2025Q2: 18,597 shares; 2025Q3: 8,631 shares; 2025Q4: 8,680 shares; 2026Q1: 8,762 shares 8,762 $442K <0.01% +82 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,645 shares; 2025Q1: 2,209 shares; 2025Q2: 1,998 shares; 2025Q3: 1,955 shares; 2025Q4: 3,115 shares; 2026Q1: 1,567 shares 1,567 $441K <0.01% -1,548 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 5,095 shares; 2025Q1: 5,079 shares; 2025Q2: 4,643 shares; 2025Q3: 12,104 shares; 2025Q4: 6,563 shares; 2026Q1: 6,707 shares 6,707 $438K <0.01% +144 Timeline ARKW 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: 134 shares; 2024Q4: 2,413 shares; 2025Q1: 36 shares; 2025Q2: 4,159 shares; 2025Q3: 5,620 shares; 2025Q4: 7,107 shares; 2026Q1: 3,626 shares 3,626 $437K <0.01% -3,481 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 192 shares; 2025Q1: 384 shares; 2025Q2: 393 shares; 2025Q3: 2,450 shares; 2025Q4: 4,056 shares; 2026Q1: 2,509 shares 2,509 $436K <0.01% -1,547 Timeline CLOB 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 8,697 shares 8,697 $435K <0.01% +8,297 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 15,864 shares; 2025Q1: 21,834 shares; 2025Q2: 14,775 shares; 2025Q3: 6,681 shares; 2025Q4: 10,260 shares; 2026Q1: 8,779 shares 8,779 $434K <0.01% -1,481 Timeline BROADSTONE NET LEASE INC BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,752 shares 23,752 $434K <0.01% new IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 17,992 shares; 2025Q1: 18,148 shares; 2025Q2: 18,991 shares; 2025Q3: 19,355 shares; 2025Q4: 20,545 shares; 2026Q1: 23,151 shares 23,151 $433K <0.01% +2,606 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 1,316 shares; 2025Q3: 3,464 shares; 2025Q4: 5,562 shares; 2026Q1: 4,773 shares 4,773 $433K <0.01% -789 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,950 shares; 2024Q4: 29,038 shares; 2025Q1: 19,672 shares; 2025Q2: 15,393 shares; 2025Q3: 11,641 shares; 2025Q4: 10,547 shares; 2026Q1: 9,914 shares 9,914 $432K <0.01% -633 Timeline IGHG 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: 1,569 shares; 2024Q4: 1,669 shares; 2025Q1: 3,950 shares; 2025Q2: 3,692 shares; 2025Q3: 5,731 shares; 2025Q4: 5,570 shares; 2026Q1: 5,555 shares 5,555 $431K <0.01% -15 Timeline EMGF 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: 11,762 shares; 2024Q4: 14,576 shares; 2025Q1: 10,370 shares; 2025Q2: 6,962 shares; 2025Q3: 4,690 shares; 2025Q4: 5,096 shares; 2026Q1: 7,139 shares 7,139 $431K <0.01% +2,043 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,664 shares; 2025Q4: 12,939 shares; 2026Q1: 9,801 shares 9,801 $431K <0.01% -3,138 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,836 shares 40,836 $430K <0.01% new Timeline DWAS 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: 466 shares; 2024Q4: 4,362 shares; 2025Q1: 4,125 shares; 2025Q2: 3,390 shares; 2025Q3: 3,312 shares; 2025Q4: 4,551 shares; 2026Q1: 4,362 shares 4,362 $430K <0.01% -189 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,766 shares; 2024Q4: 24,475 shares; 2025Q1: 12,793 shares; 2025Q2: 12,678 shares; 2025Q3: 20,400 shares; 2025Q4: 20,400 shares; 2026Q1: 20,900 shares 20,900 $429K <0.01% +500 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 382 shares; 2025Q1: 379 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 2,281 shares; 2026Q1: 2,125 shares 2,125 $429K <0.01% -156 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,700 shares; 2025Q1: 26,200 shares; 2025Q2: 29,693 shares; 2025Q3: 38,499 shares; 2025Q4: 34,243 shares; 2026Q1: 25,356 shares 25,356 $428K <0.01% -8,887 Timeline QMFE 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: 81,310 shares; 2025Q2: 77,560 shares; 2025Q3: 74,170 shares; 2025Q4: 59,745 shares; 2026Q1: 19,190 shares 19,190 $426K <0.01% -40,555 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,031 shares; 2025Q1: 21,350 shares; 2025Q2: 15,062 shares; 2025Q3: 15,143 shares; 2025Q4: 25,420 shares; 2026Q1: 19,878 shares 19,878 $426K <0.01% -5,542 Timeline STXF 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: 10,107 shares; 2024Q4: 10,107 shares; 2025Q1: 10,198 shares; 2025Q2: 10,198 shares; 2025Q3: 10,180 shares; 2025Q4: 10,162 shares; 2026Q1: 10,139 shares 10,139 $426K <0.01% -23 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,646 shares; 2024Q4: 28,962 shares; 2025Q1: 24,470 shares; 2025Q2: 25,163 shares; 2025Q3: 32,863 shares; 2025Q4: 47,057 shares; 2026Q1: 47,243 shares 47,243 $425K <0.01% +186 Timeline THNQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 7,240 shares; 2026Q1: 7,196 shares 7,196 $425K <0.01% -44 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,991 shares; 2025Q1: 1,996 shares; 2025Q2: 2,001 shares; 2025Q3: 2,007 shares; 2025Q4: 1,988 shares; 2026Q1: 5,087 shares 5,087 $424K <0.01% +3,099 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 8,210 shares; 2025Q2: 748 shares; 2025Q3: 6,554 shares; 2025Q4: 6,861 shares; 2026Q1: 4,211 shares 4,211 $424K <0.01% -2,650 Timeline DDFD 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: 11,873 shares; 2026Q1: 22,373 shares 22,373 $424K <0.01% +10,500 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN 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: not reported; 2025Q3: not reported; 2025Q4: 9,551 shares; 2026Q1: 8,916 shares 8,916 $423K <0.01% -635 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,559 shares; 2025Q1: 6,694 shares; 2025Q2: 11,765 shares; 2025Q3: 11,694 shares; 2025Q4: 12,619 shares; 2026Q1: 12,145 shares 12,145 $423K <0.01% -474 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 2,208 shares; 2025Q3: 2,307 shares; 2025Q4: 2,650 shares; 2026Q1: 2,769 shares 2,769 $422K <0.01% +119 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 7,949 shares; 2026Q1: 5,379 shares 5,379 $420K <0.01% -2,570 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 145 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 196 shares; 2026Q1: 191 shares 191 $420K <0.01% -5 Timeline LVHD 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: 690 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 10,371 shares; 2025Q3: 10,340 shares; 2025Q4: 10,597 shares; 2026Q1: 9,826 shares 9,826 $418K <0.01% -771 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 13,735 shares; 2025Q1: 74,318 shares; 2025Q2: 79,376 shares; 2025Q3: 120,166 shares; 2025Q4: 124,239 shares; 2026Q1: 118,743 shares 118,743 $418K <0.01% -5,496 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,485 shares; 2024Q4: 14,696 shares; 2025Q1: 10,940 shares; 2025Q2: 8,110 shares; 2025Q3: 7,899 shares; 2025Q4: 6,402 shares; 2026Q1: 6,411 shares 6,411 $418K <0.01% +9 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,107 shares; 2024Q4: 132,957 shares; 2025Q1: 132,957 shares; 2025Q2: 123,482 shares; 2025Q3: 122,382 shares; 2025Q4: 122,402 shares; 2026Q1: 122,427 shares 122,427 $417K <0.01% +25 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,597 shares; 2025Q1: 4,303 shares; 2025Q2: 3,709 shares; 2025Q3: 3,693 shares; 2025Q4: 6,147 shares; 2026Q1: 4,905 shares 4,905 $417K <0.01% -1,242 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 257 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 3,974 shares; 2026Q1: 4,980 shares 4,980 $417K <0.01% +1,006 Timeline INVE INVE TECHNOLOGIES INC More: the full row for INVE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,677 shares; 2026Q1: 112,692 shares 112,692 $417K <0.01% +73,015 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to 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: 28,734 shares 28,734 $417K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 11,696 shares; 2025Q1: 33,707 shares; 2025Q2: 16,643 shares; 2025Q3: 35,133 shares; 2025Q4: 26,347 shares; 2026Q1: 7,769 shares 7,769 $416K <0.01% -18,578 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 2,128 shares; 2025Q1: 1,909 shares; 2025Q2: 1,605 shares; 2025Q3: 1,492 shares; 2025Q4: 1,945 shares; 2026Q1: 1,850 shares 1,850 $415K <0.01% -95 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 718 shares; 2025Q1: 541 shares; 2025Q2: 10,457 shares; 2025Q3: 10,346 shares; 2025Q4: 12,607 shares; 2026Q1: 8,446 shares 8,446 $414K <0.01% -4,161 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 800 shares; 2025Q4: 625 shares; 2026Q1: 4,491 shares 4,491 $413K <0.01% +3,866 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,635 shares; 2024Q4: 165,252 shares; 2025Q1: 155,513 shares; 2025Q2: 87,188 shares; 2025Q3: 80,476 shares; 2025Q4: 65,111 shares; 2026Q1: 21,888 shares 21,888 $413K <0.01% -43,223 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 6,014 shares; 2025Q1: 5,316 shares; 2025Q2: 5,440 shares; 2025Q3: 5,781 shares; 2025Q4: 6,001 shares; 2026Q1: 5,645 shares 5,645 $412K <0.01% -356 Timeline LCTD 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: 36 shares; 2024Q4: 8,876 shares; 2025Q1: 8,843 shares; 2025Q2: 7,651 shares; 2025Q3: 7,251 shares; 2025Q4: 7,508 shares; 2026Q1: 7,448 shares 7,448 $412K <0.01% -60 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 43 shares; 2025Q3: 83 shares; 2025Q4: 1,611 shares; 2026Q1: 2,017 shares 2,017 $412K <0.01% +406 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 8,008 shares; 2025Q1: 7,858 shares; 2025Q2: 8,211 shares; 2025Q3: 3,483 shares; 2025Q4: 4,740 shares; 2026Q1: 4,046 shares 4,046 $410K <0.01% -694 Timeline BBCA 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: 7,166 shares; 2024Q4: 7,548 shares; 2025Q1: 4,374 shares; 2025Q2: 4,358 shares; 2025Q3: 4,236 shares; 2025Q4: 7,698 shares; 2026Q1: 4,356 shares 4,356 $410K <0.01% -3,342 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,546 shares; 2024Q4: 14,113 shares; 2025Q1: 21,224 shares; 2025Q2: 20,941 shares; 2025Q3: 64,343 shares; 2025Q4: 58,248 shares; 2026Q1: 63,910 shares 63,910 $408K <0.01% +5,662 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 3,061 shares; 2025Q1: 514 shares; 2025Q2: 2,552 shares; 2025Q3: 2,853 shares; 2025Q4: 3,272 shares; 2026Q1: 2,783 shares 2,783 $406K <0.01% -489 Timeline CATH 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: 967 shares; 2024Q4: 1,382 shares; 2025Q1: 1,385 shares; 2025Q2: 1,404 shares; 2025Q3: 4,212 shares; 2025Q4: 4,199 shares; 2026Q1: 5,187 shares 5,187 $405K <0.01% +988 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 48 shares; 2026Q1: 7,725 shares 7,725 $404K <0.01% +7,677 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,105 shares; 2024Q4: 27,336 shares; 2025Q1: 23,876 shares; 2025Q2: 37,181 shares; 2025Q3: 39,563 shares; 2025Q4: 49,824 shares; 2026Q1: 52,454 shares 52,454 $403K <0.01% +2,630 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 15,432 shares; 2025Q4: 15,290 shares; 2026Q1: 15,739 shares 15,739 $402K <0.01% +449 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,900 shares; 2024Q4: 87,700 shares; 2025Q1: 87,000 shares; 2025Q2: 82,100 shares; 2025Q3: 80,700 shares; 2025Q4: 78,300 shares; 2026Q1: 72,900 shares 72,900 $402K <0.01% -5,400 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 1,114 shares; 2025Q2: 15,875 shares; 2025Q3: 10,531 shares; 2025Q4: 16,116 shares; 2026Q1: 6,420 shares 6,420 $402K <0.01% -9,696 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 1,704 shares; 2025Q3: 1,615 shares; 2025Q4: 7,831 shares; 2026Q1: 8,068 shares 8,068 $402K <0.01% +237 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 8,947 shares; 2025Q1: 3,261 shares; 2025Q2: 8,622 shares; 2025Q3: 12,659 shares; 2025Q4: 15,117 shares; 2026Q1: 10,573 shares 10,573 $402K <0.01% -4,544 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,457 shares 12,457 $402K <0.01% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,623 shares; 2025Q1: 30,731 shares; 2025Q2: 30,549 shares; 2025Q3: 34,580 shares; 2025Q4: 34,921 shares; 2026Q1: 8,596 shares 8,596 $401K <0.01% -26,325 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,560 shares; 2025Q4: 6,003 shares; 2026Q1: 7,039 shares 7,039 $401K <0.01% +1,036 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,644 shares; 2024Q4: 12,720 shares; 2025Q1: 12,474 shares; 2025Q2: 13,234 shares; 2025Q3: 13,694 shares; 2025Q4: 13,669 shares; 2026Q1: 18,512 shares 18,512 $401K <0.01% +4,843 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 942 shares; 2025Q1: 1,318 shares; 2025Q2: 1,137 shares; 2025Q3: 1,291 shares; 2025Q4: 1,938 shares; 2026Q1: 1,919 shares 1,919 $401K <0.01% -19 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 5,674 shares; 2025Q3: 5,424 shares; 2025Q4: 7,206 shares; 2026Q1: 6,402 shares 6,402 $399K <0.01% -804 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 1,257 shares; 2026Q1: 1,237 shares 1,237 $399K <0.01% -20 Timeline LTTI 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: 21,230 shares; 2026Q1: 21,230 shares 21,230 $398K <0.01% 0 Timeline NUEM 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: 18,510 shares; 2024Q4: 17,060 shares; 2025Q1: 9,714 shares; 2025Q2: 9,590 shares; 2025Q3: 9,840 shares; 2025Q4: 10,240 shares; 2026Q1: 10,840 shares 10,840 $398K <0.01% +600 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 1,330 shares; 2025Q3: 1,466 shares; 2025Q4: 81 shares; 2026Q1: 2,208 shares 2,208 $398K <0.01% +2,127 Timeline AOR 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: 8,581 shares; 2024Q4: 8,397 shares; 2025Q1: 9,254 shares; 2025Q2: 14,472 shares; 2025Q3: 7,191 shares; 2025Q4: 5,746 shares; 2026Q1: 6,167 shares 6,167 $397K <0.01% +421 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,994 shares; 2024Q4: 44,194 shares; 2025Q1: 39,694 shares; 2025Q2: 38,466 shares; 2025Q3: 37,836 shares; 2025Q4: 36,494 shares; 2026Q1: 33,994 shares 33,994 $396K <0.01% -2,500 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 4,596 shares; 2025Q1: 649 shares; 2025Q2: 5,830 shares; 2025Q3: 6,404 shares; 2025Q4: 11,199 shares; 2026Q1: 7,345 shares 7,345 $396K <0.01% -3,854 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,445 shares; 2025Q2: 255,928 shares; 2025Q3: 303,275 shares; 2025Q4: 50,106 shares; 2026Q1: 20,553 shares 20,553 $394K <0.01% -29,553 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,211 shares; 2025Q4: 9,396 shares; 2026Q1: 134,869 shares 134,869 $392K <0.01% +125,473 Timeline DOL 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: 493 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 5,732 shares; 2026Q1: 5,732 shares 5,732 $390K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 5,258 shares; 2025Q1: 3,047 shares; 2025Q2: 679 shares; 2025Q3: 2,226 shares; 2025Q4: 2,124 shares; 2026Q1: 2,347 shares 2,347 $390K <0.01% +223 Timeline DWM 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: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 5,092 shares; 2025Q4: 5,124 shares; 2026Q1: 5,569 shares 5,569 $389K <0.01% +445 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,916 shares; 2024Q4: 22,715 shares; 2025Q1: 32,500 shares; 2025Q2: 34,190 shares; 2025Q3: 26,882 shares; 2025Q4: 20,226 shares; 2026Q1: 23,788 shares 23,788 $387K <0.01% +3,562 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 14,634 shares; 2025Q1: 30,551 shares; 2025Q2: 30,195 shares; 2025Q3: 14,666 shares; 2025Q4: 13,532 shares; 2026Q1: 12,031 shares 12,031 $386K <0.01% -1,501 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 2,693 shares; 2025Q1: 125 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 4,548 shares; 2026Q1: 4,894 shares 4,894 $384K <0.01% +346 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,802 shares; 2025Q1: 4,511 shares; 2025Q2: 6,821 shares; 2025Q3: 8,404 shares; 2025Q4: 7,574 shares; 2026Q1: 4,333 shares 4,333 $383K <0.01% -3,241 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,834 shares 14,834 $383K <0.01% new Timeline IPAC 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: 4,189 shares; 2024Q4: 5,509 shares; 2025Q1: 5,460 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 4,997 shares; 2026Q1: 4,997 shares 4,997 $382K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 24 shares; 2025Q1: 1,455 shares; 2025Q2: 100 shares; 2025Q3: 54 shares; 2025Q4: 509 shares; 2026Q1: 523 shares 523 $382K <0.01% +14 Timeline AAXJ 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: 3,446 shares; 2025Q3: 6,263 shares; 2025Q4: 7,240 shares; 2026Q1: 3,967 shares 3,967 $382K <0.01% -3,273 Timeline PQOC 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: 10,961 shares; 2026Q1: 13,740 shares 13,740 $381K <0.01% +2,779 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,567 shares 7,567 $381K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 711 shares; 2025Q1: 686 shares; 2025Q2: 1,111 shares; 2025Q3: 1,626 shares; 2025Q4: 1,658 shares; 2026Q1: 1,762 shares 1,762 $380K <0.01% +104 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,628 shares; 2024Q4: 13,039 shares; 2025Q1: 13,841 shares; 2025Q2: 15,165 shares; 2025Q3: 9,355 shares; 2025Q4: 9,065 shares; 2026Q1: 8,945 shares 8,945 $379K <0.01% -120 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 14,180 shares; 2025Q4: 16,066 shares; 2026Q1: 19,693 shares 19,693 $379K <0.01% +3,627 Timeline JHMD 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: 4,283 shares; 2024Q4: 4,287 shares; 2025Q1: 3,957 shares; 2025Q2: 3,957 shares; 2025Q3: 3,957 shares; 2025Q4: 8,057 shares; 2026Q1: 8,929 shares 8,929 $378K <0.01% +872 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,008 shares; 2026Q1: 86,141 shares 86,141 $378K <0.01% +85,133 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,621 shares; 2026Q1: 11,522 shares 11,522 $378K <0.01% -99 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,536 shares; 2025Q2: 1,199 shares; 2025Q3: 5,951 shares; 2025Q4: 1,132 shares; 2026Q1: 9,364 shares 9,364 $377K <0.01% +8,232 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,118 shares; 2024Q4: 114,638 shares; 2025Q1: 109,680 shares; 2025Q2: 104,057 shares; 2025Q3: 98,569 shares; 2025Q4: 87,936 shares; 2026Q1: 70,342 shares 70,342 $377K <0.01% -17,594 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,039 shares; 2025Q4: 13,604 shares; 2026Q1: 14,063 shares 14,063 $375K <0.01% +459 Timeline ECH 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: not reported; 2026Q1: 9,421 shares 9,421 $375K <0.01% new Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 2,706 shares; 2026Q1: 2,929 shares 2,929 $375K <0.01% +223 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 16,468 shares 16,468 $374K <0.01% +15,636 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,037 shares; 2025Q1: 1,016 shares; 2025Q2: 967 shares; 2025Q3: 900 shares; 2025Q4: 849 shares; 2026Q1: 1,975 shares 1,975 $373K <0.01% +1,126 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,572 shares; 2024Q4: 53,211 shares; 2025Q1: 33,094 shares; 2025Q2: 24,137 shares; 2025Q3: 24,841 shares; 2025Q4: 26,554 shares; 2026Q1: 17,248 shares 17,248 $373K <0.01% -9,306 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 8,584 shares; 2025Q1: 8,588 shares; 2025Q2: 7,489 shares; 2025Q3: 7,453 shares; 2025Q4: 11,171 shares; 2026Q1: 6,295 shares 6,295 $372K <0.01% -4,876 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,382 shares; 2026Q1: 1,978 shares 1,978 $372K <0.01% +596 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,947 shares; 2024Q4: 47,749 shares; 2025Q1: 47,926 shares; 2025Q2: 134,437 shares; 2025Q3: 131,957 shares; 2025Q4: 15,155 shares; 2026Q1: 114,977 shares 114,977 $370K <0.01% +99,822 Timeline MOO 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: 3,895 shares; 2024Q4: 3,544 shares; 2025Q1: 366 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 4,375 shares 4,375 $370K <0.01% +4,159 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 3,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,101 shares; 2025Q4: 4,774 shares; 2026Q1: 4,656 shares 4,656 $369K <0.01% -118 Timeline FNDE 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: 4,215 shares; 2024Q4: 3,956 shares; 2025Q1: 4,211 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 969 shares; 2026Q1: 9,646 shares 9,646 $369K <0.01% +8,677 Timeline RDCM RADCOM LTD More: the full row for RADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,343 shares 30,343 $369K <0.01% new Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,091 shares; 2025Q3: 12,095 shares; 2025Q4: 11,855 shares; 2026Q1: 11,859 shares 11,859 $369K <0.01% +4 Timeline DOGG 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: 16,972 shares 16,972 $368K <0.01% new Timeline ZOCT 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: 248,914 shares; 2025Q1: 247,422 shares; 2025Q2: 232,042 shares; 2025Q3: 231,139 shares; 2025Q4: 162,736 shares; 2026Q1: 13,753 shares 13,753 $368K <0.01% -148,983 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 761 shares; 2025Q1: 1,472 shares; 2025Q2: 371 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 8,967 shares 8,967 $368K <0.01% +8,613 Timeline ILF 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: 8,326 shares; 2024Q4: 18,867 shares; 2025Q1: 8,636 shares; 2025Q2: 8,636 shares; 2025Q3: 8,823 shares; 2025Q4: 8,882 shares; 2026Q1: 10,338 shares 10,338 $367K <0.01% +1,456 Timeline EZM 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: 8,173 shares; 2024Q4: 7,943 shares; 2025Q1: 7,076 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares; 2025Q4: 5,462 shares; 2026Q1: 5,462 shares 5,462 $367K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,179 shares; 2025Q1: 3,972 shares; 2025Q2: 3,151 shares; 2025Q3: 2,789 shares; 2025Q4: 2,956 shares; 2026Q1: 4,422 shares 4,422 $366K <0.01% +1,466 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 1,488 shares; 2026Q1: 1,913 shares 1,913 $364K <0.01% +425 Timeline EWM 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: not reported; 2026Q1: 12,820 shares 12,820 $364K <0.01% new Timeline IJUN 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: 12,352 shares; 2025Q3: 12,352 shares; 2025Q4: 12,352 shares; 2026Q1: 12,352 shares 12,352 $363K <0.01% 0 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,416 shares; 2024Q4: 5,413 shares; 2025Q1: 5,013 shares; 2025Q2: 5,415 shares; 2025Q3: 5,121 shares; 2025Q4: 5,267 shares; 2026Q1: 5,278 shares 5,278 $363K <0.01% +11 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 695 shares 695 $362K <0.01% +685 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 567 shares; 2025Q2: 600 shares; 2025Q3: 5,474 shares; 2025Q4: 6,938 shares; 2026Q1: 7,259 shares 7,259 $361K <0.01% +321 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,044 shares; 2024Q4: 13,109 shares; 2025Q1: 13,953 shares; 2025Q2: 14,985 shares; 2025Q3: 13,173 shares; 2025Q4: 13,600 shares; 2026Q1: 13,691 shares 13,691 $361K <0.01% +91 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,607 shares 8,607 $361K <0.01% new Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,343 shares; 2025Q3: 836 shares; 2025Q4: 1,317 shares; 2026Q1: 15,838 shares 15,838 $361K <0.01% +14,521 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,621 shares; 2025Q2: 196 shares; 2025Q3: 4,822 shares; 2025Q4: 4,938 shares; 2026Q1: 4,786 shares 4,786 $359K <0.01% -152 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 600 shares; 2025Q2: 1,107 shares; 2025Q3: 1,230 shares; 2025Q4: 697 shares; 2026Q1: 3,832 shares 3,832 $358K <0.01% +3,135 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 9,551 shares; 2025Q1: 7,021 shares; 2025Q2: 11,513 shares; 2025Q3: 5,283 shares; 2025Q4: 5,301 shares; 2026Q1: 4,641 shares 4,641 $358K <0.01% -660 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 6,590 shares; 2025Q1: 6,073 shares; 2025Q2: 6,310 shares; 2025Q3: not reported; 2025Q4: 4,903 shares; 2026Q1: 7,711 shares 7,711 $358K <0.01% +2,808 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,919 shares; 2024Q4: 31,481 shares; 2025Q1: 55,109 shares; 2025Q2: 48,458 shares; 2025Q3: 48,109 shares; 2025Q4: 51,593 shares; 2026Q1: 4,376 shares 4,376 $358K <0.01% -47,217 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 7,098 shares; 2025Q1: 7,842 shares; 2025Q2: 7,327 shares; 2025Q3: 7,133 shares; 2025Q4: 7,997 shares; 2026Q1: 7,486 shares 7,486 $357K <0.01% -511 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 3,705 shares; 2026Q1: 5,045 shares 5,045 $357K <0.01% +1,340 Timeline CLST CATALYST BANCORP INC More: the full row for CATALYST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares; 2026Q1: 21,500 shares 21,500 $356K <0.01% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 55 shares; 2026Q1: 450 shares 450 $356K <0.01% +395 Timeline ARTY 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: 28,358 shares; 2024Q4: 8,235 shares; 2025Q1: 1,656 shares; 2025Q2: 1,429 shares; 2025Q3: 8,831 shares; 2025Q4: 17,635 shares; 2026Q1: 7,640 shares 7,640 $355K <0.01% -9,995 Timeline XVV 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: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 8,979 shares; 2025Q3: 8,959 shares; 2025Q4: 8,356 shares; 2026Q1: 7,206 shares 7,206 $355K <0.01% -1,150 Timeline SPFF 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: 51,166 shares; 2024Q4: 49,614 shares; 2025Q1: 49,735 shares; 2025Q2: 55,068 shares; 2025Q3: 54,739 shares; 2025Q4: 54,913 shares; 2026Q1: 39,858 shares 39,858 $354K <0.01% -15,055 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,837 shares; 2024Q4: 47,437 shares; 2025Q1: 46,737 shares; 2025Q2: 46,737 shares; 2025Q3: 44,937 shares; 2025Q4: 43,337 shares; 2026Q1: 42,537 shares 42,537 $354K <0.01% -800 Timeline PGF 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: 28,690 shares; 2024Q4: 30,081 shares; 2025Q1: 21,405 shares; 2025Q2: 26,979 shares; 2025Q3: 37,740 shares; 2025Q4: 25,780 shares; 2026Q1: 25,741 shares 25,741 $354K <0.01% -39 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,240 shares; 2024Q4: 26,740 shares; 2025Q1: 26,740 shares; 2025Q2: 26,740 shares; 2025Q3: 27,040 shares; 2025Q4: 26,840 shares; 2026Q1: 24,249 shares 24,249 $354K <0.01% -2,591 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1,173 shares; 2025Q2: 1,552 shares; 2025Q3: 1,856 shares; 2025Q4: 1,865 shares; 2026Q1: 1,190 shares 1,190 $353K <0.01% -675 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,148 shares; 2025Q1: 3,086 shares; 2025Q2: 3,089 shares; 2025Q3: 3,057 shares; 2025Q4: 2,938 shares; 2026Q1: 2,990 shares 2,990 $353K <0.01% +52 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,738 shares; 2025Q3: 7,131 shares; 2025Q4: 314,073 shares; 2026Q1: 7,222 shares 7,222 $353K <0.01% -306,851 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,182 shares; 2026Q1: 2,621 shares 2,621 $353K <0.01% -1,561 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,615 shares; 2024Q4: 21,953 shares; 2025Q1: 19,558 shares; 2025Q2: 17,753 shares; 2025Q3: 17,253 shares; 2025Q4: 16,747 shares; 2026Q1: 11,997 shares 11,997 $352K <0.01% -4,750 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 4,630 shares; 2026Q1: 4,630 shares 4,630 $350K <0.01% 0 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: not reported; 2025Q3: 10,952 shares; 2025Q4: 8,508 shares; 2026Q1: 11,962 shares 11,962 $350K <0.01% +3,454 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,248 shares; 2025Q1: 1,181 shares; 2025Q2: 1,243 shares; 2025Q3: 1,310 shares; 2025Q4: 1,336 shares; 2026Q1: 1,338 shares 1,338 $349K <0.01% +2 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 1,454 shares; 2025Q1: 6,806 shares; 2025Q2: 6,720 shares; 2025Q3: 8,039 shares; 2025Q4: 39,971 shares; 2026Q1: 2,494 shares 2,494 $347K <0.01% -37,477 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,413 shares; 2025Q3: 5,475 shares; 2025Q4: 5,478 shares; 2026Q1: 5,478 shares 5,478 $346K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 49,990 shares; 2025Q1: 39,936 shares; 2025Q2: 45,087 shares; 2025Q3: 61,790 shares; 2025Q4: 23,137 shares; 2026Q1: 48,430 shares 48,430 $346K <0.01% +25,293 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 1,238 shares; 2025Q4: 2,526 shares; 2026Q1: 2,091 shares 2,091 $345K <0.01% -435 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 137,653 shares; 2025Q3: 144,618 shares; 2025Q4: 136,011 shares; 2026Q1: 51,979 shares 51,979 $345K <0.01% -84,032 Timeline BALI 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: 6,139 shares; 2025Q1: 6,533 shares; 2025Q2: 11,902 shares; 2025Q3: 11,742 shares; 2025Q4: 11,026 shares; 2026Q1: 11,174 shares 11,174 $344K <0.01% +148 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,690 shares; 2025Q3: 6,403 shares; 2025Q4: 6,542 shares; 2026Q1: 5,054 shares 5,054 $344K <0.01% -1,488 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 9,432 shares; 2025Q1: 9,432 shares; 2025Q2: 9,432 shares; 2025Q3: 9,432 shares; 2025Q4: 9,432 shares; 2026Q1: 9,432 shares 9,432 $341K <0.01% 0 Timeline ADUR ADURO CLEAN TECHNOLOGIES INC More: the full row for ADURO CLEAN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 21,100 shares; 2025Q3: 31,740 shares; 2025Q4: 33,344 shares; 2026Q1: 32,416 shares 32,416 $340K <0.01% -928 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 2,550 shares 2,550 $339K <0.01% +2,151 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 19,613 shares; 2025Q1: 19,352 shares; 2025Q2: 19,314 shares; 2025Q3: 29,216 shares; 2025Q4: 35,496 shares; 2026Q1: 34,738 shares 34,738 $339K <0.01% -758 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 4,023 shares; 2025Q3: 4,023 shares; 2025Q4: 4,023 shares; 2026Q1: 7,627 shares 7,627 $339K <0.01% +3,604 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 6,475 shares; 2025Q1: 2,125 shares; 2025Q2: 5,920 shares; 2025Q3: 5,920 shares; 2025Q4: 10,194 shares; 2026Q1: 7,583 shares 7,583 $339K <0.01% -2,611 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 7,621 shares; 2025Q4: 7,372 shares; 2026Q1: 7,586 shares 7,586 $339K <0.01% +214 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $338K <0.01% new Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,600 shares; 2024Q4: 51,400 shares; 2025Q1: 49,900 shares; 2025Q2: 48,100 shares; 2025Q3: 47,100 shares; 2025Q4: 45,000 shares; 2026Q1: 44,100 shares 44,100 $338K <0.01% -900 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,253 shares; 2025Q1: 3,279 shares; 2025Q2: 3,298 shares; 2025Q3: 10,585 shares; 2025Q4: 10,849 shares; 2026Q1: 8,966 shares 8,966 $336K <0.01% -1,883 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,109 shares; 2024Q4: 30,364 shares; 2025Q1: 29,464 shares; 2025Q2: 26,908 shares; 2025Q3: 28,219 shares; 2025Q4: 28,176 shares; 2026Q1: 27,216 shares 27,216 $335K <0.01% -960 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 35,900 shares; 2025Q1: 33,200 shares; 2025Q2: 45,000 shares; 2025Q3: 43,800 shares; 2025Q4: 44,100 shares; 2026Q1: 31,300 shares 31,300 $335K <0.01% -12,800 Timeline VRP 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: 14,155 shares; 2025Q1: 16,791 shares; 2025Q2: 19,496 shares; 2025Q3: 18,568 shares; 2025Q4: 13,916 shares; 2026Q1: 13,931 shares 13,931 $334K <0.01% +15 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 5,291 shares; 2025Q1: 4,242 shares; 2025Q2: 11,940 shares; 2025Q3: 5,072 shares; 2025Q4: 6,789 shares; 2026Q1: 5,717 shares 5,717 $334K <0.01% -1,072 Timeline QQXT 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: 988 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 202,813 shares; 2025Q3: 197,468 shares; 2025Q4: 4,900 shares; 2026Q1: 3,416 shares 3,416 $333K <0.01% -1,484 Timeline VICR VICOR CORP More: the full row for VICOR 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: 130 shares; 2026Q1: 2,071 shares 2,071 $333K <0.01% +1,941 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 18,130 shares; 2025Q4: 18,441 shares; 2026Q1: 32,430 shares 32,430 $333K <0.01% +13,989 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,793 shares; 2024Q4: 55,705 shares; 2025Q1: 76,554 shares; 2025Q2: 5,685 shares; 2025Q3: 3,721 shares; 2025Q4: 10,732 shares; 2026Q1: 9,883 shares 9,883 $333K <0.01% -849 Timeline DAPP 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: 38,749 shares; 2024Q4: 33,973 shares; 2025Q1: 33,352 shares; 2025Q2: 26,087 shares; 2025Q3: 25,087 shares; 2025Q4: 22,972 shares; 2026Q1: 22,264 shares 22,264 $332K <0.01% -708 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,798 shares 5,798 $332K <0.01% new Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,155 shares; 2025Q4: 2,224 shares; 2026Q1: 1,760 shares 1,760 $331K <0.01% -464 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,058 shares; 2025Q1: 458 shares; 2025Q2: 452 shares; 2025Q3: 306 shares; 2025Q4: 294 shares; 2026Q1: 310 shares 310 $331K <0.01% +16 Timeline TAFI 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: 5,014 shares; 2025Q3: 5,054 shares; 2025Q4: 13,093 shares; 2026Q1: 13,134 shares 13,134 $331K <0.01% +41 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: 9,935 shares; 2025Q1: 9,935 shares; 2025Q2: 15,123 shares; 2025Q3: 11,092 shares; 2025Q4: 10,071 shares; 2026Q1: 8,279 shares 8,279 $331K <0.01% -1,792 Timeline ARKF 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: 2,123 shares; 2024Q4: 6,012 shares; 2025Q1: 200 shares; 2025Q2: 15,720 shares; 2025Q3: 20,421 shares; 2025Q4: 22,240 shares; 2026Q1: 8,699 shares 8,699 $331K <0.01% -13,541 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,590 shares; 2025Q1: 5,783 shares; 2025Q2: 2,019 shares; 2025Q3: 4,217 shares; 2025Q4: 4,593 shares; 2026Q1: 4,014 shares 4,014 $330K <0.01% -579 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,783 shares; 2024Q4: 48,552 shares; 2025Q1: 41,552 shares; 2025Q2: 37,752 shares; 2025Q3: 60,752 shares; 2025Q4: 77,762 shares; 2026Q1: 53,712 shares 53,712 $330K <0.01% -24,050 Timeline SPXU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,805 shares 5,805 $329K <0.01% new Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 58 shares; 2025Q2: 59 shares; 2025Q3: 21 shares; 2025Q4: 2,617 shares; 2026Q1: 2,647 shares 2,647 $329K <0.01% +30 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 2,688 shares; 2025Q1: 1,364 shares; 2025Q2: 1,335 shares; 2025Q3: 1,340 shares; 2025Q4: 2,028 shares; 2026Q1: 822 shares 822 $329K <0.01% -1,206 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,962 shares; 2025Q1: 1,717 shares; 2025Q2: 1,718 shares; 2025Q3: 4,986 shares; 2025Q4: 4,814 shares; 2026Q1: 4,816 shares 4,816 $328K <0.01% +2 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,755 shares; 2025Q3: not reported; 2025Q4: 7,123 shares; 2026Q1: 6,848 shares 6,848 $328K <0.01% -275 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 7,290 shares 7,290 $328K <0.01% +7,233 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 300 shares; 2025Q4: 278 shares; 2026Q1: 1,789 shares 1,789 $327K <0.01% +1,511 Timeline BCV BANCROFT FD LTD More: the full row for BANCROFT FD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,249 shares; 2024Q4: 19,300 shares; 2025Q1: 19,300 shares; 2025Q2: 17,800 shares; 2025Q3: 17,000 shares; 2025Q4: 16,600 shares; 2026Q1: 15,200 shares 15,200 $327K <0.01% -1,400 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 6,559 shares; 2025Q1: 1,428 shares; 2025Q2: 6,719 shares; 2025Q3: 7,092 shares; 2025Q4: 11,779 shares; 2026Q1: 6,122 shares 6,122 $327K <0.01% -5,657 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,757 shares 9,757 $326K <0.01% new Timeline GRPM 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: 232 shares; 2024Q4: 232 shares; 2025Q1: 269 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares; 2025Q4: 2,758 shares; 2026Q1: 2,758 shares 2,758 $326K <0.01% 0 Timeline JIVE 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: 3,597 shares; 2026Q1: 3,803 shares 3,803 $326K <0.01% +206 Timeline BCS 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: 12,015 shares; 2024Q4: 27,233 shares; 2025Q1: 47,051 shares; 2025Q2: 51,052 shares; 2025Q3: 47,854 shares; 2025Q4: 54,471 shares; 2026Q1: 15,380 shares 15,380 $325K <0.01% -39,091 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 2,723 shares 2,723 $325K <0.01% +1,428 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 84 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 7,459 shares; 2026Q1: 7,328 shares 7,328 $325K <0.01% -131 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 1,827 shares 1,827 $325K <0.01% +1,715 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 3,976 shares; 2025Q1: 7,985 shares; 2025Q2: 10,967 shares; 2025Q3: 14,170 shares; 2025Q4: 24,696 shares; 2026Q1: 4,100 shares 4,100 $325K <0.01% -20,596 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 202 shares; 2025Q3: 39 shares; 2025Q4: 2,166 shares; 2026Q1: 3,278 shares 3,278 $323K <0.01% +1,112 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,253 shares; 2024Q4: 14,753 shares; 2025Q1: 14,753 shares; 2025Q2: 16,253 shares; 2025Q3: 17,153 shares; 2025Q4: 15,563 shares; 2026Q1: 15,263 shares 15,263 $323K <0.01% -300 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 829 shares; 2025Q1: 1,106 shares; 2025Q2: 873 shares; 2025Q3: 2,276 shares; 2025Q4: 26 shares; 2026Q1: 2,412 shares 2,412 $322K <0.01% +2,386 Timeline RCEL AVITA MEDICAL INC More: the full row for AVITA MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 86,885 shares 86,885 $321K <0.01% +85,885 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 4,713 shares; 2025Q1: 2,401 shares; 2025Q2: 761 shares; 2025Q3: 2,779 shares; 2025Q4: 2,982 shares; 2026Q1: 3,553 shares 3,553 $321K <0.01% +571 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 107 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 2,710 shares; 2026Q1: 3,075 shares 3,075 $321K <0.01% +365 Timeline IMAR 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: 10,626 shares; 2024Q4: 10,626 shares; 2025Q1: 11,205 shares; 2025Q2: 10,999 shares; 2025Q3: 10,620 shares; 2025Q4: 10,620 shares; 2026Q1: 11,035 shares 11,035 $320K <0.01% +415 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,444 shares; 2024Q4: 27,794 shares; 2025Q1: 30,469 shares; 2025Q2: 30,677 shares; 2025Q3: 43,592 shares; 2025Q4: 41,038 shares; 2026Q1: 28,264 shares 28,264 $320K <0.01% -12,774 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,103 shares; 2025Q1: 682 shares; 2025Q2: 583 shares; 2025Q3: 129 shares; 2025Q4: 2,130 shares; 2026Q1: 6,369 shares 6,369 $319K <0.01% +4,239 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,190 shares; 2025Q1: 2,994 shares; 2025Q2: 3,354 shares; 2025Q3: 3,992 shares; 2025Q4: 3,259 shares; 2026Q1: 3,522 shares 3,522 $319K <0.01% +263 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,570 shares; 2024Q4: 21,505 shares; 2025Q1: 11,193 shares; 2025Q2: 25,027 shares; 2025Q3: 46,610 shares; 2025Q4: 42,565 shares; 2026Q1: 38,646 shares 38,646 $319K <0.01% -3,919 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 6,933 shares; 2025Q4: 11,576 shares; 2026Q1: 4,933 shares 4,933 $319K <0.01% -6,643 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 199 shares; 2025Q1: 276 shares; 2025Q2: 279 shares; 2025Q3: 282 shares; 2025Q4: 12,824 shares; 2026Q1: 8,106 shares 8,106 $318K <0.01% -4,718 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,370 shares; 2024Q4: 19,974 shares; 2025Q1: 5,983 shares; 2025Q2: not reported; 2025Q3: 5,522 shares; 2025Q4: 7,374 shares; 2026Q1: 7,267 shares 7,267 $318K <0.01% -107 Timeline RSPD 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: 89,762 shares; 2024Q4: 89,762 shares; 2025Q1: 87,861 shares; 2025Q2: 6,006 shares; 2025Q3: 5,934 shares; 2025Q4: 5,934 shares; 2026Q1: 5,934 shares 5,934 $318K <0.01% 0 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,191 shares; 2025Q1: 12,629 shares; 2025Q2: 15,089 shares; 2025Q3: 16,050 shares; 2025Q4: 17,230 shares; 2026Q1: 20,271 shares 20,271 $317K <0.01% +3,041 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 4,823 shares; 2025Q4: 6,140 shares; 2026Q1: 6,163 shares 6,163 $317K <0.01% +23 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 2,740 shares; 2025Q3: 57,744 shares; 2025Q4: 70,765 shares; 2026Q1: 76,832 shares 76,832 $317K <0.01% +6,067 Timeline HYDB 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: 310 shares; 2024Q4: 86,887 shares; 2025Q1: 99,933 shares; 2025Q2: 42,073 shares; 2025Q3: 44,522 shares; 2025Q4: 8,156 shares; 2026Q1: 6,797 shares 6,797 $316K <0.01% -1,359 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $315K <0.01% 0 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,900 shares; 2024Q4: 195,800 shares; 2025Q1: 179,750 shares; 2025Q2: 153,250 shares; 2025Q3: 140,600 shares; 2025Q4: 131,300 shares; 2026Q1: 107,200 shares 107,200 $315K <0.01% -24,100 Timeline ASYS AMTECH SYS INC More: the full row for AMTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 26,891 shares 26,891 $314K <0.01% +12,291 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 2,072 shares 2,072 $314K <0.01% +117 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 5,001 shares; 2025Q1: 1,165 shares; 2025Q2: 1,145 shares; 2025Q3: 13,490 shares; 2025Q4: 14,600 shares; 2026Q1: 4,513 shares 4,513 $313K <0.01% -10,087 Timeline IXJ 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: 115 shares; 2024Q4: 223 shares; 2025Q1: 2,534 shares; 2025Q2: 6,104 shares; 2025Q3: 5,148 shares; 2025Q4: 5,039 shares; 2026Q1: 3,344 shares 3,344 $313K <0.01% -1,695 Timeline SGDJ 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: not reported; 2025Q4: 2,299 shares; 2026Q1: 3,625 shares 3,625 $312K <0.01% +1,326 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,101 shares; 2024Q4: 9,126 shares; 2025Q1: 9,276 shares; 2025Q2: 8,358 shares; 2025Q3: 8,358 shares; 2025Q4: 8,758 shares; 2026Q1: 8,598 shares 8,598 $311K <0.01% -160 Timeline FCEF 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 13,795 shares 13,795 $310K <0.01% +11,195 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,418 shares; 2025Q1: 3,272 shares; 2025Q2: 2,275 shares; 2025Q3: 2,084 shares; 2025Q4: 2,514 shares; 2026Q1: 2,136 shares 2,136 $310K <0.01% -378 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,109 shares; 2025Q4: 4,122 shares; 2026Q1: 4,134 shares 4,134 $309K <0.01% +12 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 6,431 shares; 2025Q1: 5,545 shares; 2025Q2: 2,328 shares; 2025Q3: 10 shares; 2025Q4: 1,083 shares; 2026Q1: 1,668 shares 1,668 $308K <0.01% +585 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 12,660 shares; 2026Q1: 11,409 shares 11,409 $307K <0.01% -1,251 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,400 shares 13,400 $307K <0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 3,165 shares; 2025Q1: 5,432 shares; 2025Q2: 4,060 shares; 2025Q3: 3,850 shares; 2025Q4: 8,817 shares; 2026Q1: 4,487 shares 4,487 $306K <0.01% -4,330 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,152 shares; 2025Q1: 1,154 shares; 2025Q2: 1,156 shares; 2025Q3: 1,332 shares; 2025Q4: 3,732 shares; 2026Q1: 4,199 shares 4,199 $306K <0.01% +467 Timeline AVSF 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: 22,700 shares; 2025Q2: 14,134 shares; 2025Q3: 8,260 shares; 2025Q4: 6,827 shares; 2026Q1: 6,527 shares 6,527 $305K <0.01% -300 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,858 shares; 2024Q4: 48,104 shares; 2025Q1: 31,616 shares; 2025Q2: 23,476 shares; 2025Q3: 23,725 shares; 2025Q4: 25,873 shares; 2026Q1: 20,317 shares 20,317 $305K <0.01% -5,556 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,366 shares; 2025Q1: 9,340 shares; 2025Q2: 9,177 shares; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: 8,394 shares 8,394 $305K <0.01% +8,260 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,144 shares; 2026Q1: 9,144 shares 9,144 $304K <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,403 shares; 2025Q4: 6,424 shares; 2026Q1: 6,461 shares 6,461 $304K <0.01% +37 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 790 shares; 2025Q1: 793 shares; 2025Q2: 796 shares; 2025Q3: 4,004 shares; 2025Q4: 3,496 shares; 2026Q1: 3,207 shares 3,207 $303K <0.01% -289 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,225 shares; 2025Q1: 2,593 shares; 2025Q2: 56 shares; 2025Q3: 1,205 shares; 2025Q4: 1,309 shares; 2026Q1: 2,738 shares 2,738 $303K <0.01% +1,429 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,758 shares 6,758 $303K <0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 2,985 shares; 2025Q2: 300 shares; 2025Q3: 3,033 shares; 2025Q4: 3,533 shares; 2026Q1: 3,516 shares 3,516 $303K <0.01% -17 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 8,398 shares; 2025Q3: 77 shares; 2025Q4: 1,410 shares; 2026Q1: 1,362 shares 1,362 $302K <0.01% -48 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,630 shares; 2025Q2: 22,630 shares; 2025Q3: 18,630 shares; 2025Q4: 19,630 shares; 2026Q1: 17,630 shares 17,630 $302K <0.01% -2,000 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,021 shares; 2025Q3: 1,053 shares; 2025Q4: 1,087 shares; 2026Q1: 1,222 shares 1,222 $302K <0.01% +135 Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 12,354 shares; 2025Q2: 36,814 shares; 2025Q3: 80,155 shares; 2025Q4: 135,460 shares; 2026Q1: 166,595 shares 166,595 $302K <0.01% +31,135 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,203 shares; 2024Q4: 36,681 shares; 2025Q1: 64,613 shares; 2025Q2: 30,284 shares; 2025Q3: 22,392 shares; 2025Q4: 6,139 shares; 2026Q1: 5,825 shares 5,825 $301K <0.01% -314 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,834 shares; 2024Q4: 17,419 shares; 2025Q1: 17,095 shares; 2025Q2: 16,815 shares; 2025Q3: 16,255 shares; 2025Q4: 19,347 shares; 2026Q1: 19,436 shares 19,436 $301K <0.01% +89 Timeline DTD 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: 3,399 shares; 2024Q4: 3,709 shares; 2025Q1: 3,675 shares; 2025Q2: 3,616 shares; 2025Q3: 3,563 shares; 2025Q4: 3,541 shares; 2026Q1: 3,482 shares 3,482 $301K <0.01% -59 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,358 shares; 2024Q4: 21,005 shares; 2025Q1: 20,555 shares; 2025Q2: 20,109 shares; 2025Q3: 20,851 shares; 2025Q4: 20,060 shares; 2026Q1: 19,117 shares 19,117 $300K <0.01% -943 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,131 shares; 2024Q4: 42,464 shares; 2025Q1: 42,609 shares; 2025Q2: 32,854 shares; 2025Q3: 24,539 shares; 2025Q4: 24,766 shares; 2026Q1: 24,000 shares 24,000 $300K <0.01% -766 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 1,961 shares; 2025Q3: 2,011 shares; 2025Q4: 1,997 shares; 2026Q1: 2,033 shares 2,033 $299K <0.01% +36 Timeline EJUL 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: 11,074 shares; 2025Q4: 9,974 shares; 2026Q1: 9,974 shares 9,974 $298K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,180 shares; 2024Q4: 6,083 shares; 2025Q1: 5,799 shares; 2025Q2: 5,810 shares; 2025Q3: 5,070 shares; 2025Q4: 13,961 shares; 2026Q1: 16,253 shares 16,253 $297K <0.01% +2,292 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,188 shares; 2026Q1: 1,830 shares 1,830 $297K <0.01% -358 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 3,431 shares; 2025Q1: 52,521 shares; 2025Q2: 3,878 shares; 2025Q3: 3,820 shares; 2025Q4: 3,882 shares; 2026Q1: 2,956 shares 2,956 $297K <0.01% -926 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,454 shares; 2025Q1: 15,905 shares; 2025Q2: 12,793 shares; 2025Q3: 21,499 shares; 2025Q4: 14,542 shares; 2026Q1: 4,212 shares 4,212 $296K <0.01% -10,330 Timeline TNGY 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: 40,808 shares; 2025Q3: 16,389 shares; 2025Q4: 24,544 shares; 2026Q1: 28,314 shares 28,314 $295K <0.01% +3,770 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,965 shares 7,965 $295K <0.01% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 2,938 shares; 2025Q1: 2,938 shares; 2025Q2: 2,975 shares; 2025Q3: 3,194 shares; 2025Q4: 3,289 shares; 2026Q1: 3,384 shares 3,384 $294K <0.01% +95 Timeline BBIN 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 166 shares; 2025Q2: 217 shares; 2025Q3: 218 shares; 2025Q4: 3,992 shares; 2026Q1: 4,007 shares 4,007 $293K <0.01% +15 Timeline COLO 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: 54,750 shares; 2025Q3: 33,702 shares; 2025Q4: 41,053 shares; 2026Q1: 7,400 shares 7,400 $293K <0.01% -33,653 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 433 shares; 2025Q2: 268 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 4,476 shares 4,476 $292K <0.01% +4,340 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,555 shares 13,555 $292K <0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 1,957 shares; 2025Q1: 1,823 shares; 2025Q2: 1,819 shares; 2025Q3: 1,816 shares; 2025Q4: 1,839 shares; 2026Q1: 2,038 shares 2,038 $291K <0.01% +199 Timeline QMOM 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: 4,739 shares; 2025Q3: 4,739 shares; 2025Q4: 4,386 shares; 2026Q1: 4,264 shares 4,264 $291K <0.01% -122 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 6,928 shares; 2025Q1: 7,593 shares; 2025Q2: 7,593 shares; 2025Q3: 8,687 shares; 2025Q4: 8,707 shares; 2026Q1: 8,760 shares 8,760 $291K <0.01% +53 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 11,839 shares; 2025Q1: 11,839 shares; 2025Q2: 11,754 shares; 2025Q3: 9,491 shares; 2025Q4: 9,491 shares; 2026Q1: 9,491 shares 9,491 $291K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,369 shares; 2025Q1: 1,749 shares; 2025Q2: 134,159 shares; 2025Q3: 128,046 shares; 2025Q4: 1,326 shares; 2026Q1: 11,370 shares 11,370 $290K <0.01% +10,044 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 3,244 shares; 2025Q1: 2,192 shares; 2025Q2: 2,099 shares; 2025Q3: 2,170 shares; 2025Q4: 2,105 shares; 2026Q1: 2,107 shares 2,107 $290K <0.01% +2 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,101 shares; 2024Q4: 18,737 shares; 2025Q1: 18,596 shares; 2025Q2: 9,852 shares; 2025Q3: 7,112 shares; 2025Q4: not reported; 2026Q1: 6,431 shares 6,431 $290K <0.01% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,895 shares; 2024Q4: 23,995 shares; 2025Q1: 23,795 shares; 2025Q2: 28,785 shares; 2025Q3: 29,885 shares; 2025Q4: 29,385 shares; 2026Q1: 28,685 shares 28,685 $290K <0.01% -700 Timeline XSVM 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: 360 shares; 2024Q4: 4,777 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 575 shares; 2025Q4: 5,247 shares; 2026Q1: 4,800 shares 4,800 $289K <0.01% -447 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,044 shares; 2025Q2: 21,067 shares; 2025Q3: 21,067 shares; 2025Q4: 21,067 shares; 2026Q1: 21,067 shares 21,067 $289K <0.01% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,233 shares; 2025Q1: 4,990 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,696 shares 5,696 $289K <0.01% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 3,336 shares; 2025Q1: 1,050 shares; 2025Q2: 1,350 shares; 2025Q3: 2,257 shares; 2025Q4: 6,510 shares; 2026Q1: 6,159 shares 6,159 $289K <0.01% -351 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,219 shares; 2025Q2: 11,577 shares; 2025Q3: 21,099 shares; 2025Q4: 20,981 shares; 2026Q1: 19,609 shares 19,609 $288K <0.01% -1,372 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,965 shares; 2025Q3: 3,965 shares; 2025Q4: 4,016 shares; 2026Q1: 4,560 shares 4,560 $288K <0.01% +544 Timeline DDFO 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: 13,385 shares; 2026Q1: 13,385 shares 13,385 $287K <0.01% 0 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares 5,300 $287K <0.01% new Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,865 shares 7,865 $286K <0.01% new Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,424 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,858 shares 10,858 $286K <0.01% new Timeline AGGH 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: 46,539 shares; 2024Q4: 46,552 shares; 2025Q1: 46,769 shares; 2025Q2: 12,486 shares; 2025Q3: 14,015 shares; 2025Q4: 14,025 shares; 2026Q1: 14,035 shares 14,035 $286K <0.01% +10 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 9,062 shares 9,062 $285K <0.01% +8,306 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 3,879 shares 3,879 $284K <0.01% +3,826 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 166 shares; 2025Q3: 528 shares; 2025Q4: 166 shares; 2026Q1: 470 shares 470 $284K <0.01% +304 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,304 shares 11,304 $284K <0.01% new Timeline PQJL 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: 6,976 shares; 2026Q1: 10,011 shares 10,011 $284K <0.01% +3,035 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 9,030 shares; 2025Q1: 7,710 shares; 2025Q2: 6,379 shares; 2025Q3: 5,820 shares; 2025Q4: 5,553 shares; 2026Q1: 5,553 shares 5,553 $284K <0.01% 0 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 18,476 shares; 2025Q1: 19,626 shares; 2025Q2: 19,626 shares; 2025Q3: 19,376 shares; 2025Q4: 20,460 shares; 2026Q1: 19,976 shares 19,976 $284K <0.01% -484 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 1,817 shares; 2025Q1: 218 shares; 2025Q2: 12,272 shares; 2025Q3: 14,895 shares; 2025Q4: 12,084 shares; 2026Q1: 11,986 shares 11,986 $283K <0.01% -98 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 50 shares 50 $283K <0.01% +2 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM 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: 5,117 shares; 2026Q1: 5,147 shares 5,147 $283K <0.01% +30 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,108 shares; 2024Q4: 19,308 shares; 2025Q1: 19,408 shares; 2025Q2: 20,178 shares; 2025Q3: 19,308 shares; 2025Q4: 18,608 shares; 2026Q1: 18,108 shares 18,108 $283K <0.01% -500 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 2,426 shares; 2026Q1: 2,298 shares 2,298 $283K <0.01% -128 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,397 shares; 2025Q3: 4,123 shares; 2025Q4: 4,151 shares; 2026Q1: 3,730 shares 3,730 $282K <0.01% -421 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 12,493 shares; 2025Q4: 11,444 shares; 2026Q1: 15,331 shares 15,331 $282K <0.01% +3,887 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,269 shares; 2024Q4: 21,382 shares; 2025Q1: 21,440 shares; 2025Q2: 18,424 shares; 2025Q3: 18,506 shares; 2025Q4: 25,007 shares; 2026Q1: 24,306 shares 24,306 $281K <0.01% -701 Timeline IVOG 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: 11,988 shares; 2024Q4: 12,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,247 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares 2,248 $281K <0.01% 0 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,960 shares; 2025Q4: 11,321 shares; 2026Q1: 7,370 shares 7,370 $281K <0.01% -3,951 Timeline TIPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 14,083 shares; 2025Q1: 35,347 shares; 2025Q2: 6,551 shares; 2025Q3: 6,266 shares; 2025Q4: 5,355 shares; 2026Q1: 5,280 shares 5,280 $281K <0.01% -75 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,071 shares; 2024Q4: 9,691 shares; 2025Q1: 10,833 shares; 2025Q2: 10,553 shares; 2025Q3: 10,513 shares; 2025Q4: 20,136 shares; 2026Q1: 8,719 shares 8,719 $280K <0.01% -11,417 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 8,200 shares; 2025Q2: 9,270 shares; 2025Q3: 7,574 shares; 2025Q4: 6,861 shares; 2026Q1: 6,861 shares 6,861 $280K <0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 213 shares; 2025Q2: 223 shares; 2025Q3: 7,852 shares; 2025Q4: 13,010 shares; 2026Q1: 9,367 shares 9,367 $279K <0.01% -3,643 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,135 shares; 2024Q4: 12,210 shares; 2025Q1: 11,432 shares; 2025Q2: 10,291 shares; 2025Q3: 15,332 shares; 2025Q4: 10,222 shares; 2026Q1: 10,511 shares 10,511 $279K <0.01% +289 Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,084 shares; 2026Q1: 7,700 shares 7,700 $279K <0.01% -384 TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 376 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 177 shares; 2025Q4: 152 shares; 2026Q1: 2,362 shares 2,362 $278K <0.01% +2,210 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 240 shares; 2025Q4: 1,648 shares; 2026Q1: 1,617 shares 1,617 $278K <0.01% -31 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,938 shares; 2025Q1: 1,793 shares; 2025Q2: 1,852 shares; 2025Q3: 2,402 shares; 2025Q4: 2,628 shares; 2026Q1: 2,082 shares 2,082 $277K <0.01% -546 Timeline MUST 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: 33,599 shares; 2024Q4: 32,740 shares; 2025Q1: 31,311 shares; 2025Q2: 30,132 shares; 2025Q3: 27,505 shares; 2025Q4: 16,993 shares; 2026Q1: 13,454 shares 13,454 $276K <0.01% -3,539 Timeline PCB PCB BANCORP More: the full row for PCB BANCORP Quarterly shares; oldest to 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: 12,242 shares 12,242 $275K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,046 shares; 2025Q1: 3,213 shares; 2025Q2: 3,084 shares; 2025Q3: 1,581 shares; 2025Q4: 929 shares; 2026Q1: 757 shares 757 $275K <0.01% -172 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,524 shares; 2026Q1: 13,199 shares 13,199 $275K <0.01% +2,675 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,570 shares; 2025Q1: 9,952 shares; 2025Q2: 11,884 shares; 2025Q3: 10,067 shares; 2025Q4: 7,079 shares; 2026Q1: 9,161 shares 9,161 $275K <0.01% +2,082 Timeline DFDV DEFI DEVELOPMENT CORP More: the full row for DEFI DEVELOPMENT 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: 600 shares; 2025Q3: 31,225 shares; 2025Q4: 51,408 shares; 2026Q1: 83,432 shares 83,432 $274K <0.01% +32,024 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 10,034 shares; 2026Q1: 9,892 shares 9,892 $274K <0.01% -142 Timeline APCB 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: 9,286 shares; 2026Q1: 9,286 shares 9,286 $273K <0.01% 0 Timeline KBWB 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: 6,528 shares; 2024Q4: 4,585 shares; 2025Q1: 3,993 shares; 2025Q2: 6,546 shares; 2025Q3: 5,558 shares; 2025Q4: 4,570 shares; 2026Q1: 3,453 shares 3,453 $273K <0.01% -1,117 Timeline SMOT 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: 10,193 shares; 2025Q3: 9,417 shares; 2025Q4: 8,156 shares; 2026Q1: 7,743 shares 7,743 $272K <0.01% -413 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 879 shares; 2025Q1: 88 shares; 2025Q2: 636 shares; 2025Q3: 217 shares; 2025Q4: 3,699 shares; 2026Q1: 555 shares 555 $272K <0.01% -3,144 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,294 shares; 2024Q4: 47,694 shares; 2025Q1: 46,944 shares; 2025Q2: 47,059 shares; 2025Q3: 43,294 shares; 2025Q4: 41,994 shares; 2026Q1: 41,994 shares 41,994 $272K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,570 shares; 2024Q4: 10,135 shares; 2025Q1: 591 shares; 2025Q2: 17,895 shares; 2025Q3: 19,398 shares; 2025Q4: 121,859 shares; 2026Q1: 20,096 shares 20,096 $271K <0.01% -101,763 Timeline SDG 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: 5,738 shares; 2024Q4: 30,805 shares; 2025Q1: 11,467 shares; 2025Q2: 6,637 shares; 2025Q3: 5,726 shares; 2025Q4: 3,657 shares; 2026Q1: 3,223 shares 3,223 $271K <0.01% -434 Timeline XBIL 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: not reported; 2025Q4: 332 shares; 2026Q1: 5,388 shares 5,388 $270K <0.01% +5,056 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,679 shares; 2024Q4: 39,611 shares; 2025Q1: 37,227 shares; 2025Q2: 26,468 shares; 2025Q3: 12,300 shares; 2025Q4: 10,743 shares; 2026Q1: 10,187 shares 10,187 $269K <0.01% -556 Timeline HAP 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: 4,121 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 3,698 shares; 2026Q1: 3,708 shares 3,708 $269K <0.01% +10 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 12,850 shares 12,850 $268K <0.01% +10,250 Timeline SFY 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: not reported; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares 2,143 $267K <0.01% 0 Timeline ACU ACME UTD CORP More: the full row for ACME UTD 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: 5,955 shares 5,955 $267K <0.01% new Timeline SPEU 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: 47 shares; 2024Q4: 47 shares; 2025Q1: 70,769 shares; 2025Q2: 7,518 shares; 2025Q3: 7,717 shares; 2025Q4: 5,298 shares; 2026Q1: 5,211 shares 5,211 $267K <0.01% -87 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 881 shares; 2025Q1: 613 shares; 2025Q2: not reported; 2025Q3: 15,670 shares; 2025Q4: 15,105 shares; 2026Q1: 16,681 shares 16,681 $267K <0.01% +1,576 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,150 shares; 2025Q3: 3,200 shares; 2025Q4: 44,308 shares; 2026Q1: 29,491 shares 29,491 $267K <0.01% -14,817 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 8,662 shares; 2025Q1: 7,412 shares; 2025Q2: 7,412 shares; 2025Q3: 8,412 shares; 2025Q4: 6,412 shares; 2026Q1: 6,112 shares 6,112 $266K <0.01% -300 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 17,432 shares; 2025Q2: 64,084 shares; 2025Q3: 93,032 shares; 2025Q4: 23,995 shares; 2026Q1: 10,037 shares 10,037 $266K <0.01% -13,958 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 983 shares; 2025Q2: 11,407 shares; 2025Q3: 11,059 shares; 2025Q4: 11,657 shares; 2026Q1: 6,861 shares 6,861 $266K <0.01% -4,796 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 4,845 shares; 2025Q4: 4,654 shares; 2026Q1: 2,868 shares 2,868 $265K <0.01% -1,786 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,700 shares; 2024Q4: 49,200 shares; 2025Q1: 48,400 shares; 2025Q2: 49,820 shares; 2025Q3: 48,300 shares; 2025Q4: 47,300 shares; 2026Q1: 40,900 shares 40,900 $265K <0.01% -6,400 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,419 shares; 2025Q1: 1,431 shares; 2025Q2: 768 shares; 2025Q3: 12,773 shares; 2025Q4: 12,605 shares; 2026Q1: 12,377 shares 12,377 $265K <0.01% -228 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 121 shares; 2025Q2: 114 shares; 2025Q3: 317 shares; 2025Q4: 230 shares; 2026Q1: 4,513 shares 4,513 $265K <0.01% +4,283 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,891 shares; 2024Q4: 11,771 shares; 2025Q1: 7,439 shares; 2025Q2: 31,707 shares; 2025Q3: 29,528 shares; 2025Q4: 33,149 shares; 2026Q1: 5,813 shares 5,813 $265K <0.01% -27,336 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING 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: 4,482 shares; 2026Q1: 2,691 shares 2,691 $265K <0.01% -1,791 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 5,634 shares; 2025Q4: 5,628 shares; 2026Q1: 5,628 shares 5,628 $265K <0.01% 0 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 17,551 shares; 2025Q4: 20,199 shares; 2026Q1: 14,547 shares 14,547 $264K <0.01% -5,652 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,190 shares; 2026Q1: 5,011 shares 5,011 $263K <0.01% -179 Timeline JANM 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: 8,017 shares; 2025Q2: 8,017 shares; 2025Q3: 8,017 shares; 2025Q4: 8,017 shares; 2026Q1: 8,017 shares 8,017 $263K <0.01% 0 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,841 shares 14,841 $263K <0.01% new Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV 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: 164,450 shares; 2026Q1: 158,204 shares 158,204 $263K <0.01% -6,246 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,795 shares 6,795 $262K <0.01% new Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 1 shares; 2025Q1: 2,308 shares; 2025Q2: 2,357 shares; 2025Q3: 71 shares; 2025Q4: 2,192 shares; 2026Q1: 2,686 shares 2,686 $262K <0.01% +494 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,480 shares; 2025Q1: 1,578 shares; 2025Q2: 1,462 shares; 2025Q3: 1,474 shares; 2025Q4: 2,815 shares; 2026Q1: 1,284 shares 1,284 $262K <0.01% -1,531 Timeline JIG 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: 3,362 shares; 2026Q1: 3,517 shares 3,517 $261K <0.01% +155 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,754 shares; 2025Q1: 2,825 shares; 2025Q2: 17,798 shares; 2025Q3: 2,430 shares; 2025Q4: 2,356 shares; 2026Q1: 15,362 shares 15,362 $261K <0.01% +13,006 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,665 shares; 2025Q1: 7,665 shares; 2025Q2: 7,665 shares; 2025Q3: 8,295 shares; 2025Q4: 7,715 shares; 2026Q1: 7,715 shares 7,715 $260K <0.01% 0 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,418 shares; 2026Q1: 6,518 shares 6,518 $260K <0.01% +100 Timeline DTH 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 4,971 shares; 2025Q2: 5,004 shares; 2025Q3: 4,517 shares; 2025Q4: 4,531 shares; 2026Q1: 4,806 shares 4,806 $260K <0.01% +275 Timeline KOCT 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: 14,595 shares; 2024Q4: 14,925 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 7,656 shares; 2025Q4: 7,656 shares; 2026Q1: 7,656 shares 7,656 $260K <0.01% 0 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,784 shares; 2024Q4: 13,473 shares; 2025Q1: 13,477 shares; 2025Q2: 13,181 shares; 2025Q3: 13,485 shares; 2025Q4: 13,790 shares; 2026Q1: 13,394 shares 13,394 $260K <0.01% -396 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,771 shares; 2025Q1: 3,736 shares; 2025Q2: 3,823 shares; 2025Q3: 3,762 shares; 2025Q4: 3,113 shares; 2026Q1: 3,062 shares 3,062 $259K <0.01% -51 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,533 shares; 2025Q4: 2,533 shares; 2026Q1: 2,533 shares 2,533 $258K <0.01% 0 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,723 shares; 2024Q4: 16,723 shares; 2025Q1: 16,715 shares; 2025Q2: 17,310 shares; 2025Q3: 16,749 shares; 2025Q4: 15,991 shares; 2026Q1: 15,959 shares 15,959 $258K <0.01% -32 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,294 shares; 2025Q1: 1,149 shares; 2025Q2: 800 shares; 2025Q3: 14,422 shares; 2025Q4: 19,431 shares; 2026Q1: 19,307 shares 19,307 $257K <0.01% -124 Timeline BUFC 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: 11,022 shares; 2025Q2: 11,022 shares; 2025Q3: 11,398 shares; 2025Q4: 7,741 shares; 2026Q1: 6,291 shares 6,291 $256K <0.01% -1,450 Timeline BUFT 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: 10,550 shares; 2024Q4: 10,550 shares; 2025Q1: 10,462 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $256K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,953 shares; 2024Q4: 27,159 shares; 2025Q1: 15,222 shares; 2025Q2: 14,328 shares; 2025Q3: 16,045 shares; 2025Q4: 16,195 shares; 2026Q1: 15,028 shares 15,028 $255K <0.01% -1,167 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,175 shares 69,175 $255K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 49 shares; 2025Q2: 2,800 shares; 2025Q3: 3,140 shares; 2025Q4: 2,640 shares; 2026Q1: 1,884 shares 1,884 $255K <0.01% -756 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 3,797 shares; 2025Q1: 3,759 shares; 2025Q2: 4,911 shares; 2025Q3: 3,670 shares; 2025Q4: 3,868 shares; 2026Q1: 1,699 shares 1,699 $254K <0.01% -2,169 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS 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: not reported; 2026Q1: 22,917 shares 22,917 $253K <0.01% new Timeline ISCV 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: 3,666 shares; 2025Q4: 3,700 shares; 2026Q1: 3,640 shares 3,640 $253K <0.01% -60 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,480 shares; 2026Q1: 13,410 shares 13,410 $253K <0.01% -70 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 1,133 shares; 2026Q1: 1,491 shares 1,491 $252K <0.01% +358 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 8,052 shares; 2025Q1: 6,519 shares; 2025Q2: 5,720 shares; 2025Q3: 5,222 shares; 2025Q4: 5,161 shares; 2026Q1: 4,231 shares 4,231 $252K <0.01% -930 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 2,933 shares; 2025Q3: 3,019 shares; 2025Q4: 3,158 shares; 2026Q1: 2,307 shares 2,307 $252K <0.01% -851 Timeline MORT 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: 24,084 shares; 2026Q1: 24,544 shares 24,544 $252K <0.01% +460 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,143 shares 7,143 $252K <0.01% new Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,700 shares; 2025Q1: 20,800 shares; 2025Q2: 20,800 shares; 2025Q3: 20,400 shares; 2025Q4: 19,300 shares; 2026Q1: 17,600 shares 17,600 $251K <0.01% -1,700 Timeline UNTY UNITY BANCORP INC More: the full row for UNITY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 257 shares; 2025Q3: 202 shares; 2025Q4: 4,949 shares; 2026Q1: 4,832 shares 4,832 $250K <0.01% -117 Timeline BEDY 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: 9,076 shares; 2026Q1: 9,206 shares 9,206 $250K <0.01% +130 Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,257 shares; 2025Q3: 11,148 shares; 2025Q4: 11,416 shares; 2026Q1: 11,870 shares 11,870 $250K <0.01% +454 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,376 shares; 2025Q3: 16,100 shares; 2025Q4: 16,859 shares; 2026Q1: 17,638 shares 17,638 $249K <0.01% +779 Timeline SPUS 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: 5,090 shares; 2025Q1: 5,100 shares; 2025Q2: 5,109 shares; 2025Q3: 5,118 shares; 2025Q4: 5,125 shares; 2026Q1: 5,172 shares 5,172 $249K <0.01% +47 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,630 shares; 2025Q4: 4,678 shares; 2026Q1: 4,678 shares 4,678 $249K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,404 shares; 2025Q1: 3,905 shares; 2025Q2: 3,835 shares; 2025Q3: 3,763 shares; 2025Q4: 3,797 shares; 2026Q1: 3,304 shares 3,304 $249K <0.01% -493 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,994 shares; 2024Q4: 46,494 shares; 2025Q1: 38,094 shares; 2025Q2: 27,594 shares; 2025Q3: 46,119 shares; 2025Q4: 42,478 shares; 2026Q1: 37,295 shares 37,295 $248K <0.01% -5,183 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 72 shares; 2025Q1: 3,140 shares; 2025Q2: 3,732 shares; 2025Q3: 6,392 shares; 2025Q4: 77 shares; 2026Q1: 5,346 shares 5,346 $248K <0.01% +5,269 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 343 shares; 2025Q2: 1,488 shares; 2025Q3: 1,409 shares; 2025Q4: 6,214 shares; 2026Q1: 6,880 shares 6,880 $248K <0.01% +666 Timeline DNOV 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: 6,875 shares; 2024Q4: 6,875 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,675 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares 5,175 $248K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,586 shares; 2024Q4: 15,822 shares; 2025Q1: 19,606 shares; 2025Q2: 13,503 shares; 2025Q3: 13,410 shares; 2025Q4: 13,860 shares; 2026Q1: 14,393 shares 14,393 $248K <0.01% +533 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 14,693 shares; 2025Q1: 13,393 shares; 2025Q2: 13,330 shares; 2025Q3: 12,730 shares; 2025Q4: 12,130 shares; 2026Q1: 12,130 shares 12,130 $247K <0.01% 0 Timeline SPAM THEMES ETF TR More: the full row for THEMES 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: 8,826 shares; 2026Q1: 8,576 shares 8,576 $247K <0.01% -250 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME 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: 19,650 shares; 2025Q4: 17,800 shares; 2026Q1: 24,810 shares 24,810 $247K <0.01% +7,010 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,301 shares; 2024Q4: 11,706 shares; 2025Q1: 12,033 shares; 2025Q2: 12,600 shares; 2025Q3: 12,806 shares; 2025Q4: 14,183 shares; 2026Q1: 8,885 shares 8,885 $247K <0.01% -5,298 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,223 shares; 2025Q1: 5,723 shares; 2025Q2: 6,532 shares; 2025Q3: 5,413 shares; 2025Q4: 5,162 shares; 2026Q1: 4,950 shares 4,950 $247K <0.01% -212 Timeline NFEB 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: 8,998 shares 8,998 $246K <0.01% new Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 737 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 7,631 shares 7,631 $246K <0.01% +7,012 Timeline QGRW 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: 5,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,395 shares; 2025Q4: 6,006 shares; 2026Q1: 4,606 shares 4,606 $246K <0.01% -1,400 Timeline JULP 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: not reported; 2026Q1: 8,111 shares 8,111 $246K <0.01% new Timeline GDE 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: 3,291 shares; 2025Q1: 1,976 shares; 2025Q2: 364 shares; 2025Q3: 4,100 shares; 2025Q4: 4,076 shares; 2026Q1: 3,908 shares 3,908 $246K <0.01% -168 Timeline TDVI 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: 402 shares; 2026Q1: 9,253 shares 9,253 $246K <0.01% +8,851 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,430 shares; 2025Q1: 1,535 shares; 2025Q2: 2,553 shares; 2025Q3: 2,946 shares; 2025Q4: 1,546 shares; 2026Q1: 10,155 shares 10,155 $246K <0.01% +8,609 Timeline TMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,923 shares; 2025Q4: 5,214 shares; 2026Q1: 5,064 shares 5,064 $245K <0.01% -150 Timeline NTSI 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: 10,213 shares; 2025Q1: 8,811 shares; 2025Q2: 6,667 shares; 2025Q3: 4,740 shares; 2025Q4: 4,984 shares; 2026Q1: 5,556 shares 5,556 $245K <0.01% +572 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,241 shares 3,241 $244K <0.01% new Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,925 shares; 2024Q4: 9,730 shares; 2025Q1: 9,730 shares; 2025Q2: 9,730 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 9,270 shares 9,270 $244K <0.01% +1,170 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,186 shares; 2025Q3: 16,843 shares; 2025Q4: 16,467 shares; 2026Q1: 15,861 shares 15,861 $244K <0.01% -606 Timeline SRHR ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 4,912 shares; 2025Q3: 4,413 shares; 2025Q4: 4,415 shares; 2026Q1: 4,630 shares 4,630 $244K <0.01% +215 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,015 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 16,750 shares; 2025Q3: 15,750 shares; 2025Q4: 16,150 shares; 2026Q1: 17,850 shares 17,850 $243K <0.01% +1,700 Timeline VIOG 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: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 1,904 shares; 2025Q4: 1,948 shares; 2026Q1: 1,950 shares 1,950 $243K <0.01% +2 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,566 shares; 2025Q1: 5,568 shares; 2025Q2: 5,570 shares; 2025Q3: 5,495 shares; 2025Q4: 2,868 shares; 2026Q1: 2,858 shares 2,858 $243K <0.01% -10 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 367 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 1,583 shares 1,583 $242K <0.01% +1,380 Timeline