UITB 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: 42,699 shares; 2024Q4: 43,169 shares; 2025Q1: 47,253 shares; 2025Q2: 41,588 shares; 2025Q3: 40,430 shares; 2025Q4: 40,592 shares; 2026Q1: 32,324 shares 32,324 $1.52M 0.02% -8,268 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 3,893 shares; 2025Q1: 2,598 shares; 2025Q2: 2,463 shares; 2025Q3: 2,504 shares; 2025Q4: 2,997 shares; 2026Q1: 1,546 shares 1,546 $1.52M 0.02% -1,451 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,246 shares; 2026Q1: 16,246 shares 16,246 $1.51M 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,047 shares; 2025Q1: 7,815 shares; 2025Q2: 7,371 shares; 2025Q3: 5,995 shares; 2025Q4: 7,815 shares; 2026Q1: 5,667 shares 5,667 $1.51M 0.02% -2,148 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT 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: 113,896 shares 113,896 $1.51M 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,352 shares; 2024Q4: 33,186 shares; 2025Q1: 30,556 shares; 2025Q2: 33,809 shares; 2025Q3: 38,729 shares; 2025Q4: 40,550 shares; 2026Q1: 39,356 shares 39,356 $1.5M 0.02% -1,194 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 15,756 shares; 2025Q1: 36,020 shares; 2025Q2: 39,808 shares; 2025Q3: 39,608 shares; 2025Q4: 43,297 shares; 2026Q1: 39,608 shares 39,608 $1.5M 0.02% -3,689 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 5,115 shares; 2025Q4: 3,965 shares; 2026Q1: 9,744 shares 9,744 $1.5M 0.02% +5,779 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 10,283 shares; 2025Q1: 10,668 shares; 2025Q2: 10,565 shares; 2025Q3: 10,408 shares; 2025Q4: 10,408 shares; 2026Q1: 9,878 shares 9,878 $1.49M 0.02% -530 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,466 shares; 2024Q4: 30,955 shares; 2025Q1: 27,118 shares; 2025Q2: 26,174 shares; 2025Q3: 24,111 shares; 2025Q4: 22,499 shares; 2026Q1: 11,234 shares 11,234 $1.48M 0.02% -11,265 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,941 shares 57,941 $1.48M 0.02% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 3,340 shares; 2025Q4: 4,772 shares; 2026Q1: 7,505 shares 7,505 $1.47M 0.02% +2,733 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,970 shares; 2024Q4: 21,863 shares; 2025Q1: 19,171 shares; 2025Q2: 13,889 shares; 2025Q3: 24,992 shares; 2025Q4: 35,875 shares; 2026Q1: 31,620 shares 31,620 $1.45M 0.02% -4,255 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 4,912 shares; 2025Q1: 4,998 shares; 2025Q2: 11,953 shares; 2025Q3: 10,493 shares; 2025Q4: 11,286 shares; 2026Q1: 16,538 shares 16,538 $1.45M 0.02% +5,252 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,152 shares; 2025Q2: 3,152 shares; 2025Q3: 3,016 shares; 2025Q4: 2,996 shares; 2026Q1: 8,007 shares 8,007 $1.45M 0.02% +5,011 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,319 shares; 2024Q4: 286,789 shares; 2025Q1: 281,957 shares; 2025Q2: 255,399 shares; 2025Q3: 255,488 shares; 2025Q4: 319,426 shares; 2026Q1: 319,540 shares 319,540 $1.43M 0.02% +114 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,590 shares; 2024Q4: 13,266 shares; 2025Q1: 13,266 shares; 2025Q2: 12,763 shares; 2025Q3: 12,763 shares; 2025Q4: 11,963 shares; 2026Q1: 11,963 shares 11,963 $1.43M 0.02% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,672 shares; 2024Q4: 288,372 shares; 2025Q1: 286,124 shares; 2025Q2: 295,639 shares; 2025Q3: 271,146 shares; 2025Q4: 171,744 shares; 2026Q1: 177,682 shares 177,682 $1.43M 0.02% +5,938 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,356 shares; 2026Q1: 17,187 shares 17,187 $1.43M 0.02% +5,831 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,271 shares; 2025Q1: 3,482 shares; 2025Q2: 5,418 shares; 2025Q3: 8,429 shares; 2025Q4: 7,356 shares; 2026Q1: 8,704 shares 8,704 $1.42M 0.02% +1,348 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares 2,460 $1.41M 0.02% new Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,069 shares; 2024Q4: 126,851 shares; 2025Q1: 91,795 shares; 2025Q2: 95,574 shares; 2025Q3: 95,574 shares; 2025Q4: 96,455 shares; 2026Q1: 98,148 shares 98,148 $1.4M 0.02% +1,693 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,259 shares; 2025Q1: 27,046 shares; 2025Q2: 26,367 shares; 2025Q3: 27,488 shares; 2025Q4: 27,437 shares; 2026Q1: 27,430 shares 27,430 $1.39M 0.02% -7 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,965 shares; 2024Q4: 19,444 shares; 2025Q1: 19,415 shares; 2025Q2: 21,644 shares; 2025Q3: 43,195 shares; 2025Q4: 42,926 shares; 2026Q1: 20,400 shares 20,400 $1.39M 0.02% -22,526 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,050 shares; 2024Q4: 109,250 shares; 2025Q1: 155,170 shares; 2025Q2: 93,300 shares; 2025Q3: 101,300 shares; 2025Q4: 122,400 shares; 2026Q1: 123,680 shares 123,680 $1.39M 0.02% +1,280 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 15,710 shares; 2025Q1: 22,837 shares; 2025Q2: 20,090 shares; 2025Q3: 20,571 shares; 2025Q4: 24,382 shares; 2026Q1: 14,996 shares 14,996 $1.39M 0.02% -9,386 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: 35,419 shares; 2024Q4: 34,715 shares; 2025Q1: 44,402 shares; 2025Q2: 51,215 shares; 2025Q3: 51,055 shares; 2025Q4: 55,401 shares; 2026Q1: 46,507 shares 46,507 $1.38M 0.02% -8,894 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,160 shares; 2024Q4: 8,154 shares; 2025Q1: 7,349 shares; 2025Q2: 8,186 shares; 2025Q3: 8,244 shares; 2025Q4: 8,087 shares; 2026Q1: 12,460 shares 12,460 $1.38M 0.02% +4,373 Timeline SPMD 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: 26,821 shares; 2024Q4: 26,821 shares; 2025Q1: 27,226 shares; 2025Q2: 26,821 shares; 2025Q3: 23,016 shares; 2025Q4: 23,237 shares; 2026Q1: 23,291 shares 23,291 $1.38M 0.02% +54 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: 12,864 shares; 2024Q4: 21,482 shares; 2025Q1: 21,380 shares; 2025Q2: 17,162 shares; 2025Q3: 20,575 shares; 2025Q4: 23,149 shares; 2026Q1: 19,755 shares 19,755 $1.37M 0.02% -3,394 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 4,345 shares; 2025Q1: 4,352 shares; 2025Q2: 4,891 shares; 2025Q3: 4,224 shares; 2025Q4: 6,425 shares; 2026Q1: 4,180 shares 4,180 $1.37M 0.02% -2,245 Timeline KCCA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220,009 shares; 2026Q1: 91,998 shares 91,998 $1.36M 0.02% -128,011 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,315 shares; 2025Q1: 7,542 shares; 2025Q2: 8,418 shares; 2025Q3: 10,302 shares; 2025Q4: 11,895 shares; 2026Q1: 18,754 shares 18,754 $1.36M 0.02% +6,859 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,833 shares; 2025Q2: 36,120 shares; 2025Q3: 36,123 shares; 2025Q4: 35,362 shares; 2026Q1: 35,318 shares 35,318 $1.36M 0.02% -44 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,716 shares; 2025Q1: 4,563 shares; 2025Q2: 3,403 shares; 2025Q3: 6,450 shares; 2025Q4: 9,298 shares; 2026Q1: 5,560 shares 5,560 $1.36M 0.02% -3,738 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,208 shares; 2024Q4: 18,689 shares; 2025Q1: 18,866 shares; 2025Q2: 19,307 shares; 2025Q3: 19,683 shares; 2025Q4: 40,598 shares; 2026Q1: 33,053 shares 33,053 $1.36M 0.02% -7,545 Timeline CIBR 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: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 4,509 shares; 2025Q2: 2,850 shares; 2025Q3: 4,303 shares; 2025Q4: 22,917 shares; 2026Q1: 21,639 shares 21,639 $1.36M 0.02% -1,278 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 20,657 shares; 2025Q1: 21,033 shares; 2025Q2: 21,457 shares; 2025Q3: 22,025 shares; 2025Q4: 22,929 shares; 2026Q1: 22,946 shares 22,946 $1.35M 0.02% +17 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,116 shares; 2024Q4: 42,233 shares; 2025Q1: 41,897 shares; 2025Q2: 45,226 shares; 2025Q3: 38,021 shares; 2025Q4: 45,733 shares; 2026Q1: 51,951 shares 51,951 $1.35M 0.02% +6,218 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,232 shares; 2025Q1: 17,977 shares; 2025Q2: 20,299 shares; 2025Q3: 24,365 shares; 2025Q4: 27,306 shares; 2026Q1: 40,689 shares 40,689 $1.35M 0.02% +13,383 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,056 shares; 2024Q4: 49,061 shares; 2025Q1: 46,926 shares; 2025Q2: 43,708 shares; 2025Q3: 43,843 shares; 2025Q4: 40,869 shares; 2026Q1: 36,736 shares 36,736 $1.34M 0.02% -4,133 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,693 shares; 2025Q1: 13,020 shares; 2025Q2: 21,218 shares; 2025Q3: 33,121 shares; 2025Q4: 42,611 shares; 2026Q1: 37,434 shares 37,434 $1.32M 0.02% -5,177 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,144 shares; 2026Q1: 20,076 shares 20,076 $1.3M 0.02% +10,932 Timeline MINT 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: 3,721 shares; 2024Q4: 3,321 shares; 2025Q1: 9,917 shares; 2025Q2: 13,319 shares; 2025Q3: 7,971 shares; 2025Q4: 5,106 shares; 2026Q1: 12,961 shares 12,961 $1.3M 0.02% +7,855 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: not reported; 2026Q1: 15,189 shares 15,189 $1.3M 0.02% new Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,648 shares 46,648 $1.3M 0.02% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,156 shares; 2025Q2: 17,761 shares; 2025Q3: 20,326 shares; 2025Q4: 25,965 shares; 2026Q1: 32,379 shares 32,379 $1.29M 0.02% +6,414 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,692 shares; 2024Q4: 7,100 shares; 2025Q1: 3,782 shares; 2025Q2: 3,017 shares; 2025Q3: 3,626 shares; 2025Q4: 5,628 shares; 2026Q1: 2,286 shares 2,286 $1.29M 0.02% -3,342 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 7,939 shares; 2025Q1: 7,602 shares; 2025Q2: 8,555 shares; 2025Q3: 10,603 shares; 2025Q4: 12,473 shares; 2026Q1: 11,117 shares 11,117 $1.29M 0.02% -1,356 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,707 shares; 2025Q1: 15,315 shares; 2025Q2: 17,542 shares; 2025Q3: 21,779 shares; 2025Q4: 24,364 shares; 2026Q1: 38,893 shares 38,893 $1.29M 0.02% +14,529 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 5,808 shares; 2025Q1: 5,839 shares; 2025Q2: 4,959 shares; 2025Q3: 13,970 shares; 2025Q4: 15,612 shares; 2026Q1: 18,794 shares 18,794 $1.28M 0.02% +3,182 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 2,890 shares; 2025Q1: 2,877 shares; 2025Q2: 2,835 shares; 2025Q3: 2,974 shares; 2025Q4: 4,286 shares; 2026Q1: 3,062 shares 3,062 $1.28M 0.02% -1,224 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,939 shares; 2024Q4: 21,508 shares; 2025Q1: 19,850 shares; 2025Q2: 26,763 shares; 2025Q3: 35,387 shares; 2025Q4: 32,439 shares; 2026Q1: 28,141 shares 28,141 $1.27M 0.02% -4,298 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 3,529 shares; 2025Q1: 2,621 shares; 2025Q2: 2,685 shares; 2025Q3: 2,578 shares; 2025Q4: 3,274 shares; 2026Q1: 6,036 shares 6,036 $1.26M 0.02% +2,762 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,396 shares; 2024Q4: 14,629 shares; 2025Q1: 7,020 shares; 2025Q2: 3,490 shares; 2025Q3: 4,243 shares; 2025Q4: 6,974 shares; 2026Q1: 3,924 shares 3,924 $1.26M 0.02% -3,050 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,418 shares; 2024Q4: 20,948 shares; 2025Q1: 21,413 shares; 2025Q2: 17,437 shares; 2025Q3: 30,611 shares; 2025Q4: 24,188 shares; 2026Q1: 25,162 shares 25,162 $1.26M 0.01% +974 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,327 shares; 2024Q4: 9,647 shares; 2025Q1: 8,546 shares; 2025Q2: 7,871 shares; 2025Q3: 8,036 shares; 2025Q4: 11,266 shares; 2026Q1: 6,726 shares 6,726 $1.25M 0.01% -4,540 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,975 shares; 2025Q1: 2,458 shares; 2025Q2: 2,339 shares; 2025Q3: 2,752 shares; 2025Q4: 3,754 shares; 2026Q1: 2,309 shares 2,309 $1.24M 0.01% -1,445 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 15,701 shares; 2025Q1: 15,701 shares; 2025Q2: 15,701 shares; 2025Q3: 15,701 shares; 2025Q4: 15,701 shares; 2026Q1: 15,701 shares 15,701 $1.24M 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,012 shares; 2025Q4: 51,086 shares; 2026Q1: 51,157 shares 51,157 $1.24M 0.01% +71 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 397 shares; 2026Q1: 900 shares 900 $1.24M 0.01% +503 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,467 shares; 2025Q1: 5,425 shares; 2025Q2: 6,569 shares; 2025Q3: 7,250 shares; 2025Q4: 11,271 shares; 2026Q1: 14,811 shares 14,811 $1.24M 0.01% +3,540 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 12,991 shares; 2025Q1: 13,724 shares; 2025Q2: 13,288 shares; 2025Q3: 13,446 shares; 2025Q4: 16,559 shares; 2026Q1: 13,598 shares 13,598 $1.23M 0.01% -2,961 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 3,887 shares; 2025Q2: 4,937 shares; 2025Q3: 4,937 shares; 2025Q4: 4,944 shares; 2026Q1: 4,937 shares 4,937 $1.23M 0.01% -7 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 13,469 shares; 2025Q1: 13,863 shares; 2025Q2: 14,967 shares; 2025Q3: 14,967 shares; 2025Q4: 12,747 shares; 2026Q1: 12,776 shares 12,776 $1.22M 0.01% +29 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,082 shares; 2025Q3: 29,202 shares; 2025Q4: 30,028 shares; 2026Q1: 30,812 shares 30,812 $1.22M 0.01% +784 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,735 shares; 2025Q3: 29,217 shares; 2025Q4: 29,306 shares; 2026Q1: 19,583 shares 19,583 $1.22M 0.01% -9,723 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,165 shares; 2025Q2: 31,123 shares; 2025Q3: 35,139 shares; 2025Q4: 51,423 shares; 2026Q1: 46,972 shares 46,972 $1.22M 0.01% -4,451 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,455 shares; 2025Q2: 39,315 shares; 2025Q3: 39,309 shares; 2025Q4: 39,282 shares; 2026Q1: 49,107 shares 49,107 $1.22M 0.01% +9,825 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,118 shares; 2024Q4: 15,199 shares; 2025Q1: 14,484 shares; 2025Q2: 10,302 shares; 2025Q3: 8,844 shares; 2025Q4: 11,541 shares; 2026Q1: 6,659 shares 6,659 $1.21M 0.01% -4,882 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 685 shares; 2025Q1: 575 shares; 2025Q2: 631 shares; 2025Q3: 777 shares; 2025Q4: 2,920 shares; 2026Q1: 1,399 shares 1,399 $1.21M 0.01% -1,521 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,448 shares; 2025Q1: 4,149 shares; 2025Q2: 4,595 shares; 2025Q3: 5,627 shares; 2025Q4: 6,316 shares; 2026Q1: 9,887 shares 9,887 $1.21M 0.01% +3,571 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,381 shares; 2025Q1: 3,988 shares; 2025Q2: not reported; 2025Q3: 5,937 shares; 2025Q4: 6,702 shares; 2026Q1: 16,885 shares 16,885 $1.2M 0.01% +10,183 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: 183,582 shares; 2024Q4: 190,140 shares; 2025Q1: 28,598 shares; 2025Q2: 19,763 shares; 2025Q3: 20,449 shares; 2025Q4: 14,375 shares; 2026Q1: 11,823 shares 11,823 $1.18M 0.01% -2,552 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 4,242 shares; 2025Q1: 5,922 shares; 2025Q2: 5,606 shares; 2025Q3: 5,615 shares; 2025Q4: 5,478 shares; 2026Q1: 5,478 shares 5,478 $1.18M 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,611 shares; 2025Q1: 5,860 shares; 2025Q2: 5,947 shares; 2025Q3: 5,772 shares; 2025Q4: 6,237 shares; 2026Q1: 5,744 shares 5,744 $1.18M 0.01% -493 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,912 shares; 2024Q4: 21,514 shares; 2025Q1: 21,489 shares; 2025Q2: 23,262 shares; 2025Q3: 23,289 shares; 2025Q4: 23,012 shares; 2026Q1: 23,031 shares 23,031 $1.17M 0.01% +19 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 3,998 shares; 2025Q1: 4,012 shares; 2025Q2: 3,895 shares; 2025Q3: 3,573 shares; 2025Q4: 7,126 shares; 2026Q1: 2,735 shares 2,735 $1.16M 0.01% -4,391 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 16,200 shares; 2025Q1: 15,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,637 shares 28,637 $1.15M 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 14,103 shares; 2025Q1: 16,126 shares; 2025Q2: 15,837 shares; 2025Q3: 16,197 shares; 2025Q4: 29,918 shares; 2026Q1: 15,795 shares 15,795 $1.14M 0.01% -14,123 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to 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: 29,999 shares; 2026Q1: 89,776 shares 89,776 $1.14M 0.01% +59,777 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: 9,319 shares; 2025Q1: 19,635 shares; 2025Q2: 28,655 shares; 2025Q3: 27,259 shares; 2025Q4: 30,281 shares; 2026Q1: 52,810 shares 52,810 $1.13M 0.01% +22,529 Timeline JQUA 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: not reported; 2026Q1: 18,400 shares 18,400 $1.13M 0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 4,027 shares; 2025Q1: 4,058 shares; 2025Q2: 4,081 shares; 2025Q3: 4,934 shares; 2025Q4: 9,572 shares; 2026Q1: 7,504 shares 7,504 $1.13M 0.01% -2,068 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,684 shares; 2024Q4: 30,314 shares; 2025Q1: 28,567 shares; 2025Q2: 24,216 shares; 2025Q3: 18,271 shares; 2025Q4: 26,449 shares; 2026Q1: 18,384 shares 18,384 $1.12M 0.01% -8,065 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: 4,957 shares; 2024Q4: 12,520 shares; 2025Q1: 14,907 shares; 2025Q2: 5,948 shares; 2025Q3: 7,215 shares; 2025Q4: 8,341 shares; 2026Q1: 27,887 shares 27,887 $1.12M 0.01% +19,546 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: 11,357 shares; 2024Q4: 9,966 shares; 2025Q1: 9,382 shares; 2025Q2: 13,747 shares; 2025Q3: 11,358 shares; 2025Q4: 10,978 shares; 2026Q1: 8,387 shares 8,387 $1.12M 0.01% -2,591 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,635 shares; 2025Q1: 4,286 shares; 2025Q2: 12,428 shares; 2025Q3: 13,973 shares; 2025Q4: 14,856 shares; 2026Q1: 10,535 shares 10,535 $1.11M 0.01% -4,321 Timeline SCHG 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: 8,985 shares; 2024Q4: 35,940 shares; 2025Q1: 35,940 shares; 2025Q2: 36,219 shares; 2025Q3: 36,219 shares; 2025Q4: 58,246 shares; 2026Q1: 38,223 shares 38,223 $1.11M 0.01% -20,023 Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,670 shares; 2025Q1: 18,317 shares; 2025Q2: 20,400 shares; 2025Q3: 25,177 shares; 2025Q4: 28,089 shares; 2026Q1: 45,442 shares 45,442 $1.11M 0.01% +17,353 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 11,451 shares; 2025Q1: 12,867 shares; 2025Q2: 13,028 shares; 2025Q3: 7,016 shares; 2025Q4: 34,085 shares; 2026Q1: 9,403 shares 9,403 $1.11M 0.01% -24,682 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 8,104 shares; 2025Q1: 8,749 shares; 2025Q2: 9,176 shares; 2025Q3: 8,841 shares; 2025Q4: 13,164 shares; 2026Q1: 13,450 shares 13,450 $1.11M 0.01% +286 Timeline IVE 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: 2,992 shares; 2024Q4: 3,254 shares; 2025Q1: 5,052 shares; 2025Q2: 4,423 shares; 2025Q3: 4,431 shares; 2025Q4: 5,096 shares; 2026Q1: 5,226 shares 5,226 $1.1M 0.01% +130 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 4,490 shares; 2025Q1: 4,914 shares; 2025Q2: 5,279 shares; 2025Q3: 6,093 shares; 2025Q4: 11,162 shares; 2026Q1: 6,003 shares 6,003 $1.1M 0.01% -5,159 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR 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: 80,000 shares 80,000 $1.09M 0.01% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,790 shares; 2025Q3: 37,790 shares; 2025Q4: 37,790 shares; 2026Q1: 37,790 shares 37,790 $1.09M 0.01% 0 Timeline JEPQ 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: 77,939 shares; 2024Q4: 83,174 shares; 2025Q1: 33,876 shares; 2025Q2: 17,847 shares; 2025Q3: 17,045 shares; 2025Q4: 16,835 shares; 2026Q1: 19,696 shares 19,696 $1.09M 0.01% +2,861 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,592 shares 25,592 $1.09M 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 4,093 shares; 2025Q1: 6,069 shares; 2025Q2: 6,282 shares; 2025Q3: 6,132 shares; 2025Q4: 6,947 shares; 2026Q1: 5,515 shares 5,515 $1.09M 0.01% -1,432 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 8,732 shares; 2025Q1: 8,341 shares; 2025Q2: 9,892 shares; 2025Q3: 12,282 shares; 2025Q4: 12,288 shares; 2026Q1: 12,294 shares 12,294 $1.09M 0.01% +6 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 6,661 shares; 2025Q1: 8,161 shares; 2025Q2: 8,890 shares; 2025Q3: 9,515 shares; 2025Q4: 10,686 shares; 2026Q1: 8,666 shares 8,666 $1.08M 0.01% -2,020 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 6,519 shares; 2025Q1: 4,214 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares; 2025Q4: 10,715 shares; 2026Q1: 5,702 shares 5,702 $1.08M 0.01% -5,013 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,951 shares; 2024Q4: 52,754 shares; 2025Q1: 51,274 shares; 2025Q2: 52,746 shares; 2025Q3: 52,873 shares; 2025Q4: 51,903 shares; 2026Q1: 51,997 shares 51,997 $1.08M 0.01% +94 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,549 shares; 2025Q4: 10,895 shares; 2026Q1: 9,501 shares 9,501 $1.07M 0.01% -1,394 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,644 shares; 2025Q1: 5,623 shares; 2025Q2: 10,859 shares; 2025Q3: 14,175 shares; 2025Q4: 19,796 shares; 2026Q1: 18,794 shares 18,794 $1.06M 0.01% -1,002 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 170,117 shares; 2025Q1: 180,005 shares; 2025Q2: 174,750 shares; 2025Q3: 170,000 shares; 2025Q4: 130,239 shares; 2026Q1: 130,000 shares 130,000 $1.06M 0.01% -239 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 43,712 shares 43,712 $1.05M 0.01% new 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: 8,752 shares; 2025Q1: 10,143 shares; 2025Q2: 11,081 shares; 2025Q3: 13,105 shares; 2025Q4: 14,480 shares; 2026Q1: 21,129 shares 21,129 $1.05M 0.01% +6,649 Timeline FVD 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: 29,150 shares; 2024Q4: 47,473 shares; 2025Q1: 33,521 shares; 2025Q2: 21,812 shares; 2025Q3: 22,742 shares; 2025Q4: 22,341 shares; 2026Q1: 22,367 shares 22,367 $1.05M 0.01% +26 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 14,395 shares; 2025Q1: 14,771 shares; 2025Q2: 35,754 shares; 2025Q3: 16,899 shares; 2025Q4: 25,099 shares; 2026Q1: 14,603 shares 14,603 $1.05M 0.01% -10,496 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,747 shares; 2024Q4: 14,746 shares; 2025Q1: 14,083 shares; 2025Q2: 13,583 shares; 2025Q3: 13,468 shares; 2025Q4: 13,284 shares; 2026Q1: 13,205 shares 13,205 $1.05M 0.01% -79 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: not reported; 2024Q4: not reported; 2025Q1: 3,148 shares; 2025Q2: 3,392 shares; 2025Q3: not reported; 2025Q4: 7,317 shares; 2026Q1: 6,867 shares 6,867 $1.05M 0.01% -450 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,059 shares; 2025Q1: 1,659 shares; 2025Q2: 1,770 shares; 2025Q3: 1,866 shares; 2025Q4: 2,267 shares; 2026Q1: 2,001 shares 2,001 $1.05M 0.01% -266 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 5,339 shares; 2025Q1: 5,606 shares; 2025Q2: 5,366 shares; 2025Q3: 5,380 shares; 2025Q4: 8,558 shares; 2026Q1: 7,694 shares 7,694 $1.04M 0.01% -864 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,608 shares; 2025Q1: 3,374 shares; 2025Q2: 3,198 shares; 2025Q3: 3,773 shares; 2025Q4: 4,767 shares; 2026Q1: 2,325 shares 2,325 $1.03M 0.01% -2,442 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,673 shares; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,194 shares 5,194 $1.03M 0.01% new Timeline AIQ 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: 16,065 shares; 2025Q3: 20,377 shares; 2025Q4: 20,377 shares; 2026Q1: 21,966 shares 21,966 $1.03M 0.01% +1,589 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 6,952 shares; 2025Q1: 5,966 shares; 2025Q2: 90,761 shares; 2025Q3: 94,602 shares; 2025Q4: 12,080 shares; 2026Q1: 7,849 shares 7,849 $1.02M 0.01% -4,231 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 16,597 shares; 2025Q1: 14,832 shares; 2025Q2: 18,862 shares; 2025Q3: 18,862 shares; 2025Q4: 20,131 shares; 2026Q1: 20,138 shares 20,138 $1.02M 0.01% +7 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 7,819 shares; 2025Q1: 8,948 shares; 2025Q2: 8,044 shares; 2025Q3: 12,439 shares; 2025Q4: 14,736 shares; 2026Q1: 11,977 shares 11,977 $1.01M 0.01% -2,759 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,800 shares; 2024Q4: 86,800 shares; 2025Q1: 86,800 shares; 2025Q2: 86,800 shares; 2025Q3: 86,800 shares; 2025Q4: 86,800 shares; 2026Q1: 86,800 shares 86,800 $1.01M 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,456 shares; 2024Q4: 24,908 shares; 2025Q1: 26,325 shares; 2025Q2: 19,931 shares; 2025Q3: 50,093 shares; 2025Q4: 53,397 shares; 2026Q1: 40,028 shares 40,028 $996K 0.01% -13,369 Timeline SO SOUTHERN CO More: the full row for SOUTHERN 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: 13,801 shares; 2025Q3: 9,546 shares; 2025Q4: 17,634 shares; 2026Q1: 10,307 shares 10,307 $995K 0.01% -7,327 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,184 shares; 2025Q1: 9,184 shares; 2025Q2: 9,184 shares; 2025Q3: 9,102 shares; 2025Q4: 9,038 shares; 2026Q1: 8,957 shares 8,957 $992K 0.01% -81 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares; 2026Q1: 4,239 shares 4,239 $983K 0.01% +1,545 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,647 shares; 2025Q4: 45,540 shares; 2026Q1: 107,702 shares 107,702 $983K 0.01% +62,162 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,156 shares; 2026Q1: 12,909 shares 12,909 $983K 0.01% +2,753 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,582 shares; 2025Q1: 15,705 shares; 2025Q2: 17,987 shares; 2025Q3: 21,647 shares; 2025Q4: 24,423 shares; 2026Q1: 37,723 shares 37,723 $967K 0.01% +13,300 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 17,352 shares; 2025Q3: 13,452 shares; 2025Q4: 13,452 shares; 2026Q1: 23,452 shares 23,452 $966K 0.01% +10,000 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,469 shares; 2024Q4: 35,289 shares; 2025Q1: 35,763 shares; 2025Q2: 30,484 shares; 2025Q3: 15,174 shares; 2025Q4: 15,073 shares; 2026Q1: 8,165 shares 8,165 $965K 0.01% -6,908 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,462 shares; 2024Q4: 9,451 shares; 2025Q1: 5,704 shares; 2025Q2: 5,618 shares; 2025Q3: 4,182 shares; 2025Q4: 4,124 shares; 2026Q1: 4,116 shares 4,116 $963K 0.01% -8 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,370 shares; 2024Q4: 26,443 shares; 2025Q1: 26,515 shares; 2025Q2: 20,953 shares; 2025Q3: 19,421 shares; 2025Q4: 25,582 shares; 2026Q1: 15,813 shares 15,813 $959K 0.01% -9,769 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,855 shares; 2025Q3: 52,638 shares; 2025Q4: 54,175 shares; 2026Q1: 60,125 shares 60,125 $952K 0.01% +5,950 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,498 shares; 2024Q4: 6,346 shares; 2025Q1: 6,576 shares; 2025Q2: 7,630 shares; 2025Q3: 8,411 shares; 2025Q4: 8,799 shares; 2026Q1: 2,399 shares 2,399 $951K 0.01% -6,400 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,924 shares; 2026Q1: 13,226 shares 13,226 $949K 0.01% +10,302 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,012 shares; 2025Q1: 4,836 shares; 2025Q2: 4,627 shares; 2025Q3: 4,662 shares; 2025Q4: 7,841 shares; 2026Q1: 4,755 shares 4,755 $946K 0.01% -3,086 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,709 shares; 2024Q4: 10,093 shares; 2025Q1: 12,159 shares; 2025Q2: 14,082 shares; 2025Q3: 37,181 shares; 2025Q4: 34,607 shares; 2026Q1: 57,418 shares 57,418 $943K 0.01% +22,811 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 12,408 shares 12,408 $939K 0.01% +7,408 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 275 shares; 2025Q1: 259 shares; 2025Q2: 300 shares; 2025Q3: 462 shares; 2025Q4: 450 shares; 2026Q1: 543 shares 543 $939K 0.01% +93 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,193 shares; 2025Q1: 3,209 shares; 2025Q2: 3,160 shares; 2025Q3: 2,818 shares; 2025Q4: 3,296 shares; 2026Q1: 3,086 shares 3,086 $933K 0.01% -210 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 8,378 shares; 2025Q1: 8,995 shares; 2025Q2: 10,151 shares; 2025Q3: 13,207 shares; 2025Q4: 12,566 shares; 2026Q1: 16,450 shares 16,450 $930K 0.01% +3,884 Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,036 shares; 2024Q4: 95,036 shares; 2025Q1: 95,036 shares; 2025Q2: 95,036 shares; 2025Q3: 95,036 shares; 2025Q4: 93,036 shares; 2026Q1: 93,036 shares 93,036 $928K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,424 shares; 2025Q1: 1,368 shares; 2025Q2: 2,078 shares; 2025Q3: 2,756 shares; 2025Q4: 4,084 shares; 2026Q1: 5,699 shares 5,699 $926K 0.01% +1,615 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,354 shares; 2025Q3: 67,707 shares; 2025Q4: 69,925 shares; 2026Q1: 74,555 shares 74,555 $924K 0.01% +4,630 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,295 shares; 2024Q4: 14,404 shares; 2025Q1: 16,024 shares; 2025Q2: 13,860 shares; 2025Q3: 13,893 shares; 2025Q4: 17,784 shares; 2026Q1: 14,456 shares 14,456 $920K 0.01% -3,328 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,719 shares; 2026Q1: 4,600 shares 4,600 $910K 0.01% +1,881 Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,452 shares; 2026Q1: 10,400 shares 10,400 $909K 0.01% -52 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,983 shares; 2024Q4: 98,722 shares; 2025Q1: 3,299 shares; 2025Q2: 2,603 shares; 2025Q3: 3,391 shares; 2025Q4: 5,777 shares; 2026Q1: 3,259 shares 3,259 $906K 0.01% -2,518 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: 5,194 shares; 2025Q1: 6,125 shares; 2025Q2: 6,975 shares; 2025Q3: 8,492 shares; 2025Q4: 9,506 shares; 2026Q1: 9,961 shares 9,961 $903K 0.01% +455 Timeline GRNY 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: 19,548 shares; 2025Q3: 41,117 shares; 2025Q4: 45,108 shares; 2026Q1: 37,790 shares 37,790 $902K 0.01% -7,318 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: 3,561 shares; 2026Q1: 5,526 shares 5,526 $897K 0.01% +1,965 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: not reported; 2024Q4: 1,063 shares; 2025Q1: 1,350 shares; 2025Q2: 3,043 shares; 2025Q3: 3,907 shares; 2025Q4: 4,419 shares; 2026Q1: 8,038 shares 8,038 $889K 0.01% +3,619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,923 shares; 2025Q4: 5,906 shares; 2026Q1: 9,625 shares 9,625 $870K 0.01% +3,719 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,296 shares; 2025Q1: 3,248 shares; 2025Q2: 2,190 shares; 2025Q3: 2,449 shares; 2025Q4: 2,544 shares; 2026Q1: 2,549 shares 2,549 $865K 0.01% +5 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,498 shares; 2024Q4: 11,286 shares; 2025Q1: 10,984 shares; 2025Q2: not reported; 2025Q3: 39,828 shares; 2025Q4: 56,778 shares; 2026Q1: 49,960 shares 49,960 $861K 0.01% -6,818 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,289 shares; 2025Q1: 3,500 shares; 2025Q2: 2,938 shares; 2025Q3: 3,119 shares; 2025Q4: 3,675 shares; 2026Q1: 2,400 shares 2,400 $861K 0.01% -1,275 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,060 shares; 2025Q1: 3,625 shares; 2025Q2: 3,028 shares; 2025Q3: 3,831 shares; 2025Q4: 7,462 shares; 2026Q1: 6,485 shares 6,485 $850K 0.01% -977 Timeline NOBL 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: 3,889 shares; 2024Q4: 4,178 shares; 2025Q1: 5,678 shares; 2025Q2: 5,778 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 7,987 shares 7,987 $847K 0.01% -113 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 5,953 shares; 2025Q1: 4,995 shares; 2025Q2: 4,821 shares; 2025Q3: 5,966 shares; 2025Q4: 11,374 shares; 2026Q1: 6,449 shares 6,449 $844K 0.01% -4,925 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,508 shares 14,508 $844K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 5,651 shares; 2025Q1: 8,749 shares; 2025Q2: 7,551 shares; 2025Q3: 9,243 shares; 2025Q4: 10,146 shares; 2026Q1: 4,013 shares 4,013 $843K 0.01% -6,133 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,714 shares 23,714 $840K 0.01% new Timeline SDY 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: 6,077 shares; 2024Q4: 5,466 shares; 2025Q1: 5,467 shares; 2025Q2: 6,304 shares; 2025Q3: 5,027 shares; 2025Q4: 5,171 shares; 2026Q1: 5,751 shares 5,751 $839K 0.01% +580 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,477 shares; 2025Q1: 1,705 shares; 2025Q2: 1,857 shares; 2025Q3: 2,033 shares; 2025Q4: 3,077 shares; 2026Q1: 2,310 shares 2,310 $839K 0.01% -767 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,794 shares; 2025Q1: 3,856 shares; 2025Q2: 3,583 shares; 2025Q3: 10,541 shares; 2025Q4: 14,551 shares; 2026Q1: 10,497 shares 10,497 $834K 0.01% -4,054 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,321 shares; 2024Q4: 13,175 shares; 2025Q1: 13,520 shares; 2025Q2: 11,025 shares; 2025Q3: 15,467 shares; 2025Q4: 15,467 shares; 2026Q1: 17,674 shares 17,674 $831K 0.01% +2,207 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 9,580 shares 9,580 $828K 0.01% +3,430 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 6,244 shares; 2025Q3: 18,062 shares; 2025Q4: 22,219 shares; 2026Q1: 20,753 shares 20,753 $827K 0.01% -1,466 Timeline SPYG 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: 6,534 shares; 2024Q4: 7,378 shares; 2025Q1: 6,418 shares; 2025Q2: 7,733 shares; 2025Q3: 7,962 shares; 2025Q4: 8,045 shares; 2026Q1: 8,382 shares 8,382 $821K 0.01% +337 Timeline FTSL 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: 28,623 shares; 2024Q4: 24,319 shares; 2025Q1: 24,196 shares; 2025Q2: 23,336 shares; 2025Q3: 23,212 shares; 2025Q4: 22,622 shares; 2026Q1: 18,133 shares 18,133 $812K 0.01% -4,489 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: 210,454 shares; 2024Q4: 17,040 shares; 2025Q1: 19,546 shares; 2025Q2: not reported; 2025Q3: 37,087 shares; 2025Q4: 43,769 shares; 2026Q1: 37,368 shares 37,368 $810K 0.01% -6,401 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,595 shares; 2024Q4: 64,990 shares; 2025Q1: 63,773 shares; 2025Q2: 64,360 shares; 2025Q3: 77,238 shares; 2025Q4: 91,766 shares; 2026Q1: 80,759 shares 80,759 $808K 0.01% -11,007 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,466 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares; 2025Q4: 2,622 shares; 2026Q1: 7,348 shares 7,348 $806K 0.01% +4,726 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,037 shares; 2026Q1: 46,769 shares 46,769 $805K 0.01% +732 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,644 shares; 2024Q4: 15,198 shares; 2025Q1: 15,075 shares; 2025Q2: 14,354 shares; 2025Q3: 23,508 shares; 2025Q4: 24,213 shares; 2026Q1: 19,853 shares 19,853 $803K 0.01% -4,360 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 12,046 shares; 2025Q1: not reported; 2025Q2: 16,194 shares; 2025Q3: 16,011 shares; 2025Q4: 16,012 shares; 2026Q1: 17,106 shares 17,106 $802K 0.01% +1,094 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,548 shares; 2024Q4: 71,238 shares; 2025Q1: 64,030 shares; 2025Q2: 64,381 shares; 2025Q3: 66,410 shares; 2025Q4: 67,298 shares; 2026Q1: 55,567 shares 55,567 $799K 0.01% -11,731 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 12,214 shares; 2025Q1: 11,519 shares; 2025Q2: 11,193 shares; 2025Q3: 11,193 shares; 2025Q4: 10,985 shares; 2026Q1: 10,989 shares 10,989 $798K 0.01% +4 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 9,361 shares; 2025Q1: 11,252 shares; 2025Q2: 32,781 shares; 2025Q3: 33,506 shares; 2025Q4: 35,169 shares; 2026Q1: 35,139 shares 35,139 $790K 0.01% -30 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 94 shares; 2025Q1: 97 shares; 2025Q2: 75 shares; 2025Q3: 105 shares; 2025Q4: 560 shares; 2026Q1: 187 shares 187 $789K 0.01% -373 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,074 shares; 2025Q1: 10,192 shares; 2025Q2: 10,987 shares; 2025Q3: 10,989 shares; 2025Q4: 10,991 shares; 2026Q1: 10,992 shares 10,992 $788K 0.01% +1 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,243 shares 6,243 $786K 0.01% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,839 shares; 2025Q1: 6,110 shares; 2025Q2: 5,984 shares; 2025Q3: 5,665 shares; 2025Q4: 4,221 shares; 2026Q1: 2,078 shares 2,078 $785K 0.01% -2,143 Timeline FTXL 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: 5,413 shares; 2025Q2: 5,313 shares; 2025Q3: 5,313 shares; 2025Q4: 5,313 shares; 2026Q1: 5,313 shares 5,313 $784K 0.01% 0 Timeline ESGU 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: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: not reported; 2025Q2: 1,618 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 5,505 shares 5,505 $779K 0.01% +3,402 Timeline BIL 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: 2,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,266 shares; 2025Q3: 16,939 shares; 2025Q4: 6,354 shares; 2026Q1: 8,489 shares 8,489 $778K 0.01% +2,135 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 6,331 shares; 2026Q1: 5,666 shares 5,666 $777K 0.01% -665 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,084 shares; 2024Q4: 14,084 shares; 2025Q1: 14,089 shares; 2025Q2: 14,084 shares; 2025Q3: 14,584 shares; 2025Q4: 14,584 shares; 2026Q1: 14,584 shares 14,584 $772K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 553 shares; 2025Q4: 800 shares; 2026Q1: 1,412 shares 1,412 $768K 0.01% +612 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,339 shares; 2025Q1: 3,337 shares; 2025Q2: 3,612 shares; 2025Q3: 6,245 shares; 2025Q4: 6,698 shares; 2026Q1: 6,894 shares 6,894 $766K 0.01% +196 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,762 shares; 2025Q1: not reported; 2025Q2: 3,907 shares; 2025Q3: 10,395 shares; 2025Q4: 14,387 shares; 2026Q1: 11,026 shares 11,026 $764K 0.01% -3,361 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,972 shares; 2025Q1: 4,347 shares; 2025Q2: 4,248 shares; 2025Q3: 5,278 shares; 2025Q4: 8,575 shares; 2026Q1: 7,960 shares 7,960 $764K 0.01% -615 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 38,187 shares; 2026Q1: 10,996 shares 10,996 $760K 0.01% -27,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,004 shares; 2025Q4: 6,115 shares; 2026Q1: 5,423 shares 5,423 $755K 0.01% -692 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,090 shares; 2025Q1: 5,652 shares; 2025Q2: 5,535 shares; 2025Q3: 5,604 shares; 2025Q4: 8,103 shares; 2026Q1: 3,620 shares 3,620 $751K 0.01% -4,483 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: not reported; 2024Q4: 1,823 shares; 2025Q1: 3,090 shares; 2025Q2: 4,605 shares; 2025Q3: 3,946 shares; 2025Q4: 2,808 shares; 2026Q1: 3,669 shares 3,669 $749K 0.01% +861 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 4,600 shares; 2025Q1: 5,635 shares; 2025Q2: 7,804 shares; 2025Q3: 14,166 shares; 2025Q4: 18,891 shares; 2026Q1: 16,469 shares 16,469 $746K 0.01% -2,422 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,692 shares; 2024Q4: 15,692 shares; 2025Q1: 13,385 shares; 2025Q2: 13,385 shares; 2025Q3: 11,147 shares; 2025Q4: 11,147 shares; 2026Q1: 11,147 shares 11,147 $745K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,005 shares; 2025Q1: 65,904 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,952 shares; 2026Q1: 12,007 shares 12,007 $733K 0.01% +3,055 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 4,539 shares; 2025Q4: 7,193 shares; 2026Q1: 6,160 shares 6,160 $731K 0.01% -1,033 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,510 shares; 2024Q4: 31,210 shares; 2025Q1: 64,300 shares; 2025Q2: 81,910 shares; 2025Q3: 79,910 shares; 2025Q4: 69,596 shares; 2026Q1: 71,251 shares 71,251 $727K 0.01% +1,655 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,134 shares; 2025Q1: 6,063 shares; 2025Q2: 6,123 shares; 2025Q3: 9,161 shares; 2025Q4: 11,102 shares; 2026Q1: 8,757 shares 8,757 $725K 0.01% -2,345 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,002 shares; 2024Q4: 15,025 shares; 2025Q1: 14,202 shares; 2025Q2: 13,456 shares; 2025Q3: 13,466 shares; 2025Q4: 13,243 shares; 2026Q1: 13,247 shares 13,247 $723K 0.01% +4 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,201 shares; 2025Q1: 5,118 shares; 2025Q2: 4,991 shares; 2025Q3: 5,174 shares; 2025Q4: 7,854 shares; 2026Q1: 3,301 shares 3,301 $723K 0.01% -4,553 Timeline RBUF 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: 24,595 shares 24,595 $720K 0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,324 shares; 2025Q4: 23,828 shares; 2026Q1: 23,827 shares 23,827 $716K 0.01% -1 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,654 shares; 2024Q4: 25,385 shares; 2025Q1: 27,698 shares; 2025Q2: 22,403 shares; 2025Q3: 25,009 shares; 2025Q4: 28,524 shares; 2026Q1: 25,155 shares 25,155 $715K 0.01% -3,369 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 8,898 shares; 2025Q1: 8,899 shares; 2025Q2: 11,442 shares; 2025Q3: 11,549 shares; 2025Q4: 11,578 shares; 2026Q1: 12,584 shares 12,584 $712K 0.01% +1,006 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,587 shares; 2024Q4: 78,259 shares; 2025Q1: 78,259 shares; 2025Q2: 26,762 shares; 2025Q3: 39,978 shares; 2025Q4: 41,431 shares; 2026Q1: 41,065 shares 41,065 $711K 0.01% -366 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,856 shares 21,856 $711K 0.01% new Timeline ZALT 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: 21,880 shares 21,880 $710K 0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,371 shares; 2025Q1: 6,382 shares; 2025Q2: 6,401 shares; 2025Q3: 6,411 shares; 2025Q4: 6,937 shares; 2026Q1: 6,606 shares 6,606 $702K 0.01% -331 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 6,835 shares; 2025Q1: 6,852 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 7,167 shares; 2026Q1: 7,167 shares 7,167 $700K 0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,756 shares; 2025Q2: 29,482 shares; 2025Q3: 29,482 shares; 2025Q4: 29,482 shares; 2026Q1: 28,572 shares 28,572 $694K 0.01% -910 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 8,310 shares; 2025Q1: 8,180 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares; 2025Q4: 8,050 shares; 2026Q1: 7,750 shares 7,750 $692K 0.01% -300 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,835 shares; 2025Q3: 13,816 shares; 2025Q4: 14,285 shares; 2026Q1: 9,790 shares 9,790 $690K 0.01% -4,495 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,373 shares; 2025Q1: 1,762 shares; 2025Q2: 1,815 shares; 2025Q3: 3,384 shares; 2025Q4: 4,959 shares; 2026Q1: 2,193 shares 2,193 $689K 0.01% -2,766 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,031 shares; 2025Q4: 3,540 shares; 2026Q1: 4,208 shares 4,208 $688K 0.01% +668 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 2,266 shares; 2025Q3: 5,026 shares; 2025Q4: 7,970 shares; 2026Q1: 6,471 shares 6,471 $684K 0.01% -1,499 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 2,661 shares; 2026Q1: 3,376 shares 3,376 $675K 0.01% +715 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,454 shares; 2025Q4: 19,454 shares; 2026Q1: 15,937 shares 15,937 $675K 0.01% -3,517 Timeline BALT 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: 19,903 shares 19,903 $666K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 21,793 shares; 2025Q1: 21,176 shares; 2025Q2: 20,757 shares; 2025Q3: 20,665 shares; 2025Q4: 20,742 shares; 2026Q1: 3,695 shares 3,695 $666K 0.01% -17,047 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 1,740 shares; 2025Q4: 2,829 shares; 2026Q1: 2,115 shares 2,115 $665K 0.01% -714 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,375 shares 8,375 $662K 0.01% new Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,631 shares; 2025Q4: 14,869 shares; 2026Q1: 15,513 shares 15,513 $657K 0.01% +644 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,220 shares; 2025Q2: 18,772 shares; 2025Q3: 18,791 shares; 2025Q4: 18,375 shares; 2026Q1: 18,154 shares 18,154 $657K 0.01% -221 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 21,168 shares; 2025Q1: 22,852 shares; 2025Q2: 22,245 shares; 2025Q3: 22,294 shares; 2025Q4: 21,854 shares; 2026Q1: 21,859 shares 21,859 $655K 0.01% +5 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,318 shares; 2025Q1: 1,197 shares; 2025Q2: 1,165 shares; 2025Q3: 1,156 shares; 2025Q4: 2,304 shares; 2026Q1: 2,322 shares 2,322 $653K 0.01% +18 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 7,413 shares; 2025Q1: 7,317 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,227 shares; 2026Q1: 7,215 shares 7,215 $648K 0.01% -12 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 28,127 shares; 2026Q1: 51,102 shares 51,102 $647K 0.01% +22,975 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,859 shares; 2024Q4: 12,753 shares; 2025Q1: 12,753 shares; 2025Q2: 12,753 shares; 2025Q3: 12,753 shares; 2025Q4: 13,053 shares; 2026Q1: 13,053 shares 13,053 $644K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 2,271 shares; 2026Q1: 3,311 shares 3,311 $644K 0.01% +1,040 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,644 shares; 2024Q4: 36,728 shares; 2025Q1: 36,425 shares; 2025Q2: 37,658 shares; 2025Q3: 37,561 shares; 2025Q4: 36,868 shares; 2026Q1: 37,580 shares 37,580 $643K 0.01% +712 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 9,691 shares; 2025Q1: 7,963 shares; 2025Q2: 26,298 shares; 2025Q3: 14,506 shares; 2025Q4: 13,009 shares; 2026Q1: 15,801 shares 15,801 $637K 0.01% +2,792 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 12,946 shares 12,946 $634K 0.01% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 16,653 shares; 2025Q1: 15,350 shares; 2025Q2: 15,350 shares; 2025Q3: 15,350 shares; 2025Q4: 15,443 shares; 2026Q1: 15,350 shares 15,350 $630K 0.01% -93 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: 9,686 shares; 2025Q1: 7,253 shares; 2025Q2: 8,209 shares; 2025Q3: 9,905 shares; 2025Q4: 11,178 shares; 2026Q1: 17,421 shares 17,421 $628K 0.01% +6,243 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964 shares; 2026Q1: 1,593 shares 1,593 $628K 0.01% +629 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,415 shares; 2025Q4: 32,075 shares; 2026Q1: 37,357 shares 37,357 $628K 0.01% +5,282 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 12,175 shares; 2025Q1: 12,175 shares; 2025Q2: 12,175 shares; 2025Q3: 12,175 shares; 2025Q4: 12,573 shares; 2026Q1: 12,623 shares 12,623 $627K 0.01% +50 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: 13,462 shares; 2025Q1: 13,462 shares; 2025Q2: 14,462 shares; 2025Q3: 14,462 shares; 2025Q4: 13,246 shares; 2026Q1: 12,566 shares 12,566 $626K 0.01% -680 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 16,067 shares; 2025Q1: 2,923 shares; 2025Q2: 3,599 shares; 2025Q3: 3,631 shares; 2025Q4: 4,599 shares; 2026Q1: 3,174 shares 3,174 $625K 0.01% -1,425 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 9,571 shares; 2025Q1: 9,915 shares; 2025Q2: 9,774 shares; 2025Q3: 11,209 shares; 2025Q4: 14,019 shares; 2026Q1: 10,376 shares 10,376 $624K 0.01% -3,643 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,927 shares; 2024Q4: 15,927 shares; 2025Q1: 14,978 shares; 2025Q2: 14,840 shares; 2025Q3: 15,303 shares; 2025Q4: 14,327 shares; 2026Q1: 4,525 shares 4,525 $621K 0.01% -9,802 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 3,663 shares 3,663 $619K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,700 shares; 2025Q4: 145,399 shares; 2026Q1: 61,554 shares 61,554 $617K 0.01% -83,845 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,609 shares; 2024Q4: 18,948 shares; 2025Q1: 17,844 shares; 2025Q2: 18,246 shares; 2025Q3: 18,267 shares; 2025Q4: 18,302 shares; 2026Q1: 18,175 shares 18,175 $613K 0.01% -127 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,484 shares; 2024Q4: 26,484 shares; 2025Q1: 21,001 shares; 2025Q2: 17,139 shares; 2025Q3: 15,968 shares; 2025Q4: 12,278 shares; 2026Q1: 12,258 shares 12,258 $611K 0.01% -20 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,283 shares; 2024Q4: 20,301 shares; 2025Q1: 11,936 shares; 2025Q2: 6,693 shares; 2025Q3: 6,696 shares; 2025Q4: 6,554 shares; 2026Q1: 6,559 shares 6,559 $608K 0.01% +5 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,789 shares; 2025Q1: 1,766 shares; 2025Q2: 1,913 shares; 2025Q3: 2,483 shares; 2025Q4: 3,556 shares; 2026Q1: 2,884 shares 2,884 $605K 0.01% -672 Timeline FIXD 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: 50,241 shares; 2024Q4: 50,318 shares; 2025Q1: 24,959 shares; 2025Q2: 14,029 shares; 2025Q3: 14,063 shares; 2025Q4: 13,772 shares; 2026Q1: 13,805 shares 13,805 $602K 0.01% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 1,118 shares; 2026Q1: 824 shares 824 $601K 0.01% -294 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,069 shares; 2025Q1: 9,069 shares; 2025Q2: 9,069 shares; 2025Q3: 9,069 shares; 2025Q4: 8,043 shares; 2026Q1: 8,043 shares 8,043 $601K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 4,463 shares; 2025Q1: 2,386 shares; 2025Q2: 2,105 shares; 2025Q3: 1,777 shares; 2025Q4: 2,464 shares; 2026Q1: 4,098 shares 4,098 $599K 0.01% +1,634 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,205 shares; 2025Q2: 7,991 shares; 2025Q3: 7,991 shares; 2025Q4: 13,171 shares; 2026Q1: 14,505 shares 14,505 $596K 0.01% +1,334 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 12,375 shares; 2025Q3: 15,164 shares; 2025Q4: 36,153 shares; 2026Q1: 30,022 shares 30,022 $593K 0.01% -6,131 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 552 shares; 2025Q4: 750 shares; 2026Q1: 1,446 shares 1,446 $590K 0.01% +696 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,593 shares; 2024Q4: 23,700 shares; 2025Q1: 29,317 shares; 2025Q2: 27,582 shares; 2025Q3: 6,847 shares; 2025Q4: 16,054 shares; 2026Q1: 11,462 shares 11,462 $589K 0.01% -4,592 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,209 shares; 2025Q4: 4,878 shares; 2026Q1: 5,507 shares 5,507 $589K 0.01% +629 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,148 shares; 2025Q1: 4,715 shares; 2025Q2: 5,120 shares; 2025Q3: 5,439 shares; 2025Q4: 5,908 shares; 2026Q1: 5,915 shares 5,915 $588K 0.01% +7 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,840 shares; 2025Q1: 3,599 shares; 2025Q2: 3,779 shares; 2025Q3: 3,714 shares; 2025Q4: 7,164 shares; 2026Q1: 3,778 shares 3,778 $587K 0.01% -3,386 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,143 shares; 2024Q4: 148,695 shares; 2025Q1: 156,836 shares; 2025Q2: 167,389 shares; 2025Q3: 177,206 shares; 2025Q4: 12,007 shares; 2026Q1: 5,201 shares 5,201 $586K 0.01% -6,806 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,385 shares; 2024Q4: 56,842 shares; 2025Q1: 54,842 shares; 2025Q2: 13,932 shares; 2025Q3: 20,715 shares; 2025Q4: 22,576 shares; 2026Q1: 18,252 shares 18,252 $584K 0.01% -4,324 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 24,633 shares 24,633 $584K 0.01% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 3,011 shares; 2025Q2: not reported; 2025Q3: 6,962 shares; 2025Q4: 6,965 shares; 2026Q1: 6,970 shares 6,970 $582K 0.01% +5 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 16,518 shares; 2025Q1: 16,943 shares; 2025Q2: 10,344 shares; 2025Q3: 15,475 shares; 2025Q4: 22,908 shares; 2026Q1: 16,825 shares 16,825 $579K 0.01% -6,083 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,451 shares; 2025Q1: 1,480 shares; 2025Q2: 1,708 shares; 2025Q3: 1,384 shares; 2025Q4: 1,409 shares; 2026Q1: 1,735 shares 1,735 $579K 0.01% +326 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,370 shares; 2025Q2: 12,028 shares; 2025Q3: 9,707 shares; 2025Q4: 10,989 shares; 2026Q1: 18,105 shares 18,105 $575K 0.01% +7,116 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 8,979 shares; 2025Q1: 7,801 shares; 2025Q2: 8,302 shares; 2025Q3: 8,306 shares; 2025Q4: 8,123 shares; 2026Q1: 8,119 shares 8,119 $571K 0.01% -4 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,883 shares; 2025Q1: 10,309 shares; 2025Q2: 10,631 shares; 2025Q3: 12,114 shares; 2025Q4: 17,622 shares; 2026Q1: 12,042 shares 12,042 $571K 0.01% -5,580 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 9,605 shares; 2026Q1: 11,894 shares 11,894 $569K 0.01% +2,289 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: 7,665 shares; 2024Q4: 9,165 shares; 2025Q1: 9,236 shares; 2025Q2: 8,463 shares; 2025Q3: 7,973 shares; 2025Q4: 10,525 shares; 2026Q1: 6,425 shares 6,425 $568K 0.01% -4,100 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,649 shares; 2026Q1: 1,848 shares 1,848 $562K 0.01% +199 Timeline DFAC 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: 13,468 shares; 2024Q4: 13,468 shares; 2025Q1: 13,468 shares; 2025Q2: 13,468 shares; 2025Q3: 13,468 shares; 2025Q4: 13,468 shares; 2026Q1: 14,457 shares 14,457 $562K 0.01% +989 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,663 shares; 2024Q4: 9,818 shares; 2025Q1: 9,756 shares; 2025Q2: 15,500 shares; 2025Q3: 19,864 shares; 2025Q4: 19,575 shares; 2026Q1: 16,863 shares 16,863 $560K 0.01% -2,712 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,375 shares; 2025Q4: 3,815 shares; 2026Q1: 8,505 shares 8,505 $557K 0.01% +4,690 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,577 shares; 2025Q3: 3,665 shares; 2025Q4: 8,427 shares; 2026Q1: 8,123 shares 8,123 $552K 0.01% -304 Timeline SPSM 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: 24,785 shares; 2024Q4: 31,883 shares; 2025Q1: 16,002 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,974 shares; 2026Q1: 11,394 shares 11,394 $551K 0.01% +6,420 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,096 shares; 2025Q3: 8,619 shares; 2025Q4: not reported; 2026Q1: 7,103 shares 7,103 $550K 0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,648 shares; 2024Q4: 16,940 shares; 2025Q1: 25,648 shares; 2025Q2: 24,897 shares; 2025Q3: 27,931 shares; 2025Q4: 27,931 shares; 2026Q1: 23,824 shares 23,824 $543K 0.01% -4,107 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: 7,549 shares; 2024Q4: 11,717 shares; 2025Q1: 12,581 shares; 2025Q2: 14,219 shares; 2025Q3: 18,592 shares; 2025Q4: 20,727 shares; 2026Q1: 17,132 shares 17,132 $543K 0.01% -3,595 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: 1,668 shares; 2024Q4: 1,663 shares; 2025Q1: 1,683 shares; 2025Q2: 1,754 shares; 2025Q3: 1,877 shares; 2025Q4: 1,854 shares; 2026Q1: 1,827 shares 1,827 $543K 0.01% -27 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: not reported; 2025Q1: 2,690 shares; 2025Q2: 2,492 shares; 2025Q3: not reported; 2025Q4: 3,543 shares; 2026Q1: 6,613 shares 6,613 $542K 0.01% +3,070 Timeline BUG 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: 31,139 shares; 2024Q4: 28,975 shares; 2025Q1: 23,253 shares; 2025Q2: 21,283 shares; 2025Q3: 21,283 shares; 2025Q4: 34,429 shares; 2026Q1: 21,266 shares 21,266 $534K 0.01% -13,163 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,000 shares; 2025Q1: 2,518 shares; 2025Q2: 2,558 shares; 2025Q3: 3,551 shares; 2025Q4: 6,183 shares; 2026Q1: 4,674 shares 4,674 $533K 0.01% -1,509 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,101 shares 11,101 $533K 0.01% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to 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: 16,072 shares 16,072 $532K 0.01% new Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,799 shares; 2025Q3: 20,114 shares; 2025Q4: 19,719 shares; 2026Q1: 18,364 shares 18,364 $532K 0.01% -1,355 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,373 shares; 2025Q4: 2,114 shares; 2026Q1: 4,153 shares 4,153 $529K 0.01% +2,039 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 12,266 shares; 2025Q1: 11,267 shares; 2025Q2: 8,685 shares; 2025Q3: 8,585 shares; 2025Q4: 8,585 shares; 2026Q1: 8,548 shares 8,548 $528K 0.01% -37 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: 7,742 shares; 2024Q4: 9,012 shares; 2025Q1: 9,532 shares; 2025Q2: 8,958 shares; 2025Q3: 9,514 shares; 2025Q4: 11,168 shares; 2026Q1: 8,903 shares 8,903 $527K 0.01% -2,265 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 47,000 shares 47,000 $524K 0.01% +20,000 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,354 shares 11,354 $524K 0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,542 shares 3,542 $523K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,583 shares; 2025Q3: 5,446 shares; 2025Q4: 5,946 shares; 2026Q1: 6,142 shares 6,142 $522K 0.01% +196 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 498 shares; 2025Q1: 482 shares; 2025Q2: 455 shares; 2025Q3: 660 shares; 2025Q4: 1,230 shares; 2026Q1: 448 shares 448 $519K 0.01% -782 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: 1,620 shares; 2026Q1: 1,797 shares 1,797 $515K 0.01% +177 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,243 shares; 2024Q4: 45,377 shares; 2025Q1: 10,324 shares; 2025Q2: 10,039 shares; 2025Q3: 11,609 shares; 2025Q4: 12,120 shares; 2026Q1: 12,102 shares 12,102 $514K 0.01% -18 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,633 shares; 2025Q1: 8,616 shares; 2025Q2: 9,216 shares; 2025Q3: 8,616 shares; 2025Q4: 8,596 shares; 2026Q1: 11,848 shares 11,848 $511K 0.01% +3,252 Timeline BUFQ 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: 13,753 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,416 shares 14,416 $509K 0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 5,537 shares; 2025Q1: 4,707 shares; 2025Q2: 4,621 shares; 2025Q3: 4,343 shares; 2025Q4: 8,680 shares; 2026Q1: 6,484 shares 6,484 $503K 0.01% -2,196 Timeline QQQM 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: 828 shares; 2025Q4: 2,112 shares; 2026Q1: 2,115 shares 2,115 $503K 0.01% +3 Timeline SCZ 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: 5,607 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 5,609 shares; 2025Q3: 6,332 shares; 2025Q4: 6,397 shares; 2026Q1: 6,397 shares 6,397 $502K 0.01% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,243 shares; 2025Q1: 4,259 shares; 2025Q2: 4,182 shares; 2025Q3: 4,189 shares; 2025Q4: 4,389 shares; 2026Q1: 4,185 shares 4,185 $501K 0.01% -204 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,238 shares; 2025Q4: 25,777 shares; 2026Q1: 26,786 shares 26,786 $500K 0.01% +1,009 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,915 shares; 2024Q4: 16,692 shares; 2025Q1: 16,491 shares; 2025Q2: 16,885 shares; 2025Q3: 13,620 shares; 2025Q4: 15,905 shares; 2026Q1: 2,881 shares 2,881 $500K 0.01% -13,024 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 6,892 shares; 2026Q1: 3,685 shares 3,685 $499K 0.01% -3,207 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: 17,255 shares; 2024Q4: 12,588 shares; 2025Q1: 18,629 shares; 2025Q2: 21,812 shares; 2025Q3: 21,935 shares; 2025Q4: 23,337 shares; 2026Q1: 15,828 shares 15,828 $498K 0.01% -7,509 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,648 shares; 2025Q4: 4,822 shares; 2026Q1: 6,038 shares 6,038 $497K 0.01% +1,216 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,133 shares; 2024Q4: 21,475 shares; 2025Q1: 18,604 shares; 2025Q2: 17,710 shares; 2025Q3: 14,771 shares; 2025Q4: 14,802 shares; 2026Q1: 14,802 shares 14,802 $497K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,827 shares; 2025Q1: 2,172 shares; 2025Q2: 2,153 shares; 2025Q3: 2,264 shares; 2025Q4: 3,354 shares; 2026Q1: 2,342 shares 2,342 $495K 0.01% -1,012 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,481 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,435 shares 15,435 $495K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,457 shares; 2024Q4: 6,741 shares; 2025Q1: 9,588 shares; 2025Q2: 10,811 shares; 2025Q3: 12,753 shares; 2025Q4: 17,928 shares; 2026Q1: 9,327 shares 9,327 $493K 0.01% -8,601 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,346 shares 13,346 $490K 0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,756 shares 12,756 $490K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,728 shares; 2025Q1: 3,805 shares; 2025Q2: 3,538 shares; 2025Q3: 4,653 shares; 2025Q4: 11,924 shares; 2026Q1: 4,431 shares 4,431 $486K 0.01% -7,493 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,661 shares; 2025Q4: 8,584 shares; 2026Q1: 8,436 shares 8,436 $483K 0.01% -148 Timeline IWP 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: 13,998 shares; 2025Q1: 6,323 shares; 2025Q2: 5,137 shares; 2025Q3: 3,726 shares; 2025Q4: 9,109 shares; 2026Q1: 3,734 shares 3,734 $478K 0.01% -5,375 Timeline IGSB 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: 4,086 shares; 2024Q4: 5,780 shares; 2025Q1: 5,845 shares; 2025Q2: not reported; 2025Q3: 11,012 shares; 2025Q4: 11,235 shares; 2026Q1: 9,055 shares 9,055 $476K 0.01% -2,180 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,613 shares; 2025Q2: 1,513 shares; 2025Q3: 1,808 shares; 2025Q4: 3,529 shares; 2026Q1: 2,400 shares 2,400 $474K 0.01% -1,129 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,898 shares; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,545 shares; 2025Q4: 2,760 shares; 2026Q1: 1,982 shares 1,982 $472K 0.01% -778 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,182 shares; 2025Q1: 11,052 shares; 2025Q2: 11,052 shares; 2025Q3: 11,052 shares; 2025Q4: 11,060 shares; 2026Q1: 11,088 shares 11,088 $471K 0.01% +28 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,311 shares; 2025Q4: 2,492 shares; 2026Q1: 2,317 shares 2,317 $470K 0.01% -175 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 14,075 shares; 2025Q1: 1,084 shares; 2025Q2: 692 shares; 2025Q3: 2,012 shares; 2025Q4: 11,338 shares; 2026Q1: 757 shares 757 $467K 0.01% -10,581 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,747 shares; 2024Q4: 61,329 shares; 2025Q1: 24,401 shares; 2025Q2: 15,092 shares; 2025Q3: 11,687 shares; 2025Q4: 12,300 shares; 2026Q1: 10,395 shares 10,395 $466K 0.01% -1,905 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 2,732 shares; 2025Q1: 2,837 shares; 2025Q2: 2,609 shares; 2025Q3: 3,733 shares; 2025Q4: 3,660 shares; 2026Q1: 3,854 shares 3,854 $466K 0.01% +194 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 3,168 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 1,993 shares; 2025Q4: 1,499 shares; 2026Q1: 1,483 shares 1,483 $465K 0.01% -16 Timeline BUFS 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: 15,259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,006 shares 20,006 $461K 0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,139 shares; 2026Q1: 3,153 shares 3,153 $457K 0.01% +14 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,605 shares; 2024Q4: 135,858 shares; 2025Q1: 140,888 shares; 2025Q2: 139,558 shares; 2025Q3: 25,200 shares; 2025Q4: 42,562 shares; 2026Q1: 19,161 shares 19,161 $456K 0.01% -23,401 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 4,525 shares; 2025Q1: 4,150 shares; 2025Q2: 4,217 shares; 2025Q3: 5,200 shares; 2025Q4: 5,262 shares; 2026Q1: 5,890 shares 5,890 $455K 0.01% +628 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,947 shares; 2026Q1: 5,598 shares 5,598 $453K 0.01% +1,651 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,517 shares; 2025Q2: 6,737 shares; 2025Q3: 6,737 shares; 2025Q4: 6,737 shares; 2026Q1: 7,931 shares 7,931 $453K 0.01% +1,194 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,002 shares; 2025Q4: 21,048 shares; 2026Q1: 17,318 shares 17,318 $452K 0.01% -3,730 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,129 shares; 2024Q4: 40,765 shares; 2025Q1: 669 shares; 2025Q2: not reported; 2025Q3: 521 shares; 2025Q4: 1,366 shares; 2026Q1: 585 shares 585 $452K 0.01% -781 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,673 shares; 2026Q1: 10,954 shares 10,954 $452K 0.01% +281 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 27,100 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 38,600 shares; 2025Q4: 38,600 shares; 2026Q1: 38,600 shares 38,600 $450K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 3,101 shares; 2026Q1: 3,186 shares 3,186 $450K 0.01% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,571 shares; 2025Q3: 3,670 shares; 2025Q4: 3,709 shares; 2026Q1: 2,428 shares 2,428 $444K 0.01% -1,281 Timeline NICE NICE LTD More: the full row for NICE 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: 4,161 shares; 2025Q3: 1,934 shares; 2025Q4: 3,490 shares; 2026Q1: 4,023 shares 4,023 $444K 0.01% +533 Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,700 shares; 2025Q1: 115,175 shares; 2025Q2: 119,890 shares; 2025Q3: 119,890 shares; 2025Q4: 119,890 shares; 2026Q1: 122,390 shares 122,390 $443K 0.01% +2,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,810 shares; 2025Q4: 19,811 shares; 2026Q1: 16,753 shares 16,753 $443K 0.01% -3,058 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: 982,496 shares; 2024Q4: 1,095,712 shares; 2025Q1: 1,010,446 shares; 2025Q2: 954,198 shares; 2025Q3: 843,376 shares; 2025Q4: 843,749 shares; 2026Q1: 13,843 shares 13,843 $439K 0.01% -829,906 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 14,864 shares; 2025Q1: 15,614 shares; 2025Q2: 16,914 shares; 2025Q3: 16,914 shares; 2025Q4: 16,914 shares; 2026Q1: 16,914 shares 16,914 $438K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 8,059 shares; 2025Q1: 8,453 shares; 2025Q2: 8,801 shares; 2025Q3: 8,845 shares; 2025Q4: 9,009 shares; 2026Q1: 9,044 shares 9,044 $438K 0.01% +35 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,182 shares; 2025Q2: 1,420 shares; 2025Q3: 1,430 shares; 2025Q4: 1,412 shares; 2026Q1: 1,220 shares 1,220 $437K 0.01% -192 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,305 shares; 2024Q4: 14,349 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 13,358 shares; 2025Q4: 12,814 shares; 2026Q1: 13,323 shares 13,323 $435K 0.01% +509 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,540 shares; 2025Q4: 17,435 shares; 2026Q1: 9,600 shares 9,600 $434K 0.01% -7,835 Timeline MXI 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: 4,503 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080 $433K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,667 shares; 2025Q3: 67,985 shares; 2025Q4: 60,602 shares; 2026Q1: 4,982 shares 4,982 $433K 0.01% -55,620 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: not reported; 2025Q1: 8,255 shares; 2025Q2: 11,496 shares; 2025Q3: 10,294 shares; 2025Q4: 16,401 shares; 2026Q1: 10,335 shares 10,335 $430K 0.01% -6,066 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $430K 0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 3,465 shares; 2025Q3: 3,388 shares; 2025Q4: 3,781 shares; 2026Q1: 4,432 shares 4,432 $429K 0.01% +651 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 3,820 shares; 2025Q1: 4,063 shares; 2025Q2: 4,065 shares; 2025Q3: 4,935 shares; 2025Q4: 4,392 shares; 2026Q1: 4,685 shares 4,685 $428K 0.01% +293 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,503 shares; 2025Q4: not reported; 2026Q1: 3,412 shares 3,412 $426K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 2,167 shares; 2026Q1: 1,602 shares 1,602 $426K 0.01% -565 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,910 shares; 2024Q4: 4,664 shares; 2025Q1: 2,859 shares; 2025Q2: not reported; 2025Q3: 2,603 shares; 2025Q4: 8,475 shares; 2026Q1: 6,002 shares 6,002 $424K 0.01% -2,473 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 15,594 shares; 2025Q1: 13,982 shares; 2025Q2: 16,224 shares; 2025Q3: 15,589 shares; 2025Q4: 17,034 shares; 2026Q1: 13,866 shares 13,866 $420K 0.01% -3,168 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 3,482 shares; 2025Q4: 17,549 shares; 2026Q1: 3,878 shares 3,878 $420K 0.01% -13,671 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,531 shares; 2024Q4: 13,382 shares; 2025Q1: 8,874 shares; 2025Q2: 8,710 shares; 2025Q3: 8,710 shares; 2025Q4: 8,330 shares; 2026Q1: 8,104 shares 8,104 $420K 0.01% -226 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,090 shares; 2025Q1: 3,384 shares; 2025Q2: 3,589 shares; 2025Q3: 3,585 shares; 2025Q4: 4,663 shares; 2026Q1: 3,427 shares 3,427 $418K <0.01% -1,236 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,404 shares; 2025Q1: 4,268 shares; 2025Q2: 4,434 shares; 2025Q3: 4,433 shares; 2025Q4: 4,901 shares; 2026Q1: 2,573 shares 2,573 $418K <0.01% -2,328 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,023 shares; 2026Q1: 2,857 shares 2,857 $416K <0.01% +834 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,786 shares; 2024Q4: 17,612 shares; 2025Q1: 17,603 shares; 2025Q2: 22,788 shares; 2025Q3: 26,567 shares; 2025Q4: 15,778 shares; 2026Q1: 26,640 shares 26,640 $414K <0.01% +10,862 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares 1,024 $414K <0.01% 0 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: 30,054 shares; 2024Q4: 19,043 shares; 2025Q1: 22,414 shares; 2025Q2: not reported; 2025Q3: 18,659 shares; 2025Q4: 16,083 shares; 2026Q1: 19,807 shares 19,807 $411K <0.01% +3,724 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,275 shares; 2025Q3: 1,852 shares; 2025Q4: 4,249 shares; 2026Q1: 2,014 shares 2,014 $411K <0.01% -2,235 Timeline VALE VALE S A More: the full row for VALE 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: 21,146 shares; 2025Q4: 25,091 shares; 2026Q1: 25,799 shares 25,799 $410K <0.01% +708 Timeline BNL 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: 14,233 shares; 2026Q1: 22,461 shares 22,461 $410K <0.01% +8,228 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 13,232 shares; 2025Q3: 13,232 shares; 2025Q4: 13,232 shares; 2026Q1: 13,232 shares 13,232 $410K <0.01% 0 Timeline FXI 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: 18,641 shares; 2025Q4: 18,641 shares; 2026Q1: 11,269 shares 11,269 $405K <0.01% -7,372 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,085 shares; 2025Q1: 8,193 shares; 2025Q2: 8,045 shares; 2025Q3: 8,937 shares; 2025Q4: 18,756 shares; 2026Q1: 17,978 shares 17,978 $404K <0.01% -778 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 5,511 shares; 2025Q1: 5,611 shares; 2025Q2: 6,295 shares; 2025Q3: 6,391 shares; 2025Q4: 10,814 shares; 2026Q1: 6,627 shares 6,627 $400K <0.01% -4,187 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares; 2025Q3: 186 shares; 2025Q4: 253 shares; 2026Q1: 209 shares 209 $400K <0.01% -44 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,876 shares; 2025Q4: 8,560 shares; 2026Q1: 9,513 shares 9,513 $400K <0.01% +953 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,076 shares; 2026Q1: 8,076 shares 8,076 $399K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 673 shares; 2025Q1: 683 shares; 2025Q2: 662 shares; 2025Q3: 651 shares; 2025Q4: 565 shares; 2026Q1: 343 shares 343 $396K <0.01% -222 ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,015 shares; 2026Q1: 11,611 shares 11,611 $395K <0.01% +4,596 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,207 shares; 2025Q1: 3,534 shares; 2025Q2: 3,428 shares; 2025Q3: 3,361 shares; 2025Q4: 3,167 shares; 2026Q1: 2,119 shares 2,119 $392K <0.01% -1,048 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 2,110 shares; 2025Q3: 2,383 shares; 2025Q4: 3,790 shares; 2026Q1: 3,094 shares 3,094 $392K <0.01% -696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 764 shares; 2025Q4: 1,035 shares; 2026Q1: 796 shares 796 $391K <0.01% -239 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 833 shares; 2026Q1: 552 shares 552 $388K <0.01% -281 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 13,462 shares; 2025Q1: 14,109 shares; 2025Q2: 13,111 shares; 2025Q3: 12,911 shares; 2025Q4: 3,980 shares; 2026Q1: 1,784 shares 1,784 $386K <0.01% -2,196 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,688 shares; 2025Q1: 1,762 shares; 2025Q2: 2,281 shares; 2025Q3: 2,033 shares; 2025Q4: 3,298 shares; 2026Q1: 2,091 shares 2,091 $386K <0.01% -1,207 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL 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: 31,628 shares; 2025Q3: 15,814 shares; 2025Q4: 15,814 shares; 2026Q1: 15,814 shares 15,814 $386K <0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,010 shares 4,010 $384K <0.01% new 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: 4,533 shares; 2024Q4: 4,005 shares; 2025Q1: 3,985 shares; 2025Q2: 4,559 shares; 2025Q3: 4,667 shares; 2025Q4: 5,550 shares; 2026Q1: 4,232 shares 4,232 $384K <0.01% -1,318 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,481 shares; 2025Q3: 14,136 shares; 2025Q4: 12,591 shares; 2026Q1: 12,336 shares 12,336 $382K <0.01% -255 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 4,139 shares; 2025Q1: 3,735 shares; 2025Q2: 4,189 shares; 2025Q3: 3,528 shares; 2025Q4: 3,613 shares; 2026Q1: 2,825 shares 2,825 $380K <0.01% -788 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,324 shares; 2024Q4: 42,946 shares; 2025Q1: 28,324 shares; 2025Q2: 28,324 shares; 2025Q3: 28,324 shares; 2025Q4: 26,417 shares; 2026Q1: 21,419 shares 21,419 $380K <0.01% -4,998 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,916 shares 1,916 $380K <0.01% +626 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 874 shares; 2025Q4: 1,506 shares; 2026Q1: 996 shares 996 $379K <0.01% -510 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 10,065 shares; 2025Q1: 10,895 shares; 2025Q2: 10,300 shares; 2025Q3: 10,814 shares; 2025Q4: 8,869 shares; 2026Q1: 3,668 shares 3,668 $377K <0.01% -5,201 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,728 shares; 2024Q4: 16,801 shares; 2025Q1: 16,032 shares; 2025Q2: 14,995 shares; 2025Q3: 14,654 shares; 2025Q4: 11,142 shares; 2026Q1: 12,809 shares 12,809 $375K <0.01% +1,667 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,081 shares; 2025Q2: 14,241 shares; 2025Q3: 15,062 shares; 2025Q4: 14,914 shares; 2026Q1: 14,095 shares 14,095 $374K <0.01% -819 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,675 shares; 2024Q4: 41,425 shares; 2025Q1: 40,225 shares; 2025Q2: 25,100 shares; 2025Q3: 26,100 shares; 2025Q4: 26,236 shares; 2026Q1: 26,100 shares 26,100 $373K <0.01% -136 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares; 2025Q4: 8,050 shares; 2026Q1: 8,050 shares 8,050 $372K <0.01% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,733 shares; 2024Q4: 48,070 shares; 2025Q1: 57,353 shares; 2025Q2: not reported; 2025Q3: 11,860 shares; 2025Q4: 13,495 shares; 2026Q1: 13,801 shares 13,801 $370K <0.01% +306 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,301 shares 41,301 $367K <0.01% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,929 shares; 2025Q4: 12,936 shares; 2026Q1: 14,366 shares 14,366 $366K <0.01% +1,430 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 8,023 shares; 2025Q1: 7,065 shares; 2025Q2: 6,022 shares; 2025Q3: 5,972 shares; 2025Q4: 9,322 shares; 2026Q1: 6,190 shares 6,190 $366K <0.01% -3,132 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,528 shares; 2025Q1: 6,857 shares; 2025Q2: 6,857 shares; 2025Q3: 6,072 shares; 2025Q4: 5,794 shares; 2026Q1: 3,108 shares 3,108 $365K <0.01% -2,686 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 912 shares; 2026Q1: 1,119 shares 1,119 $364K <0.01% +207 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares; 2025Q4: 9,993 shares; 2026Q1: 4,262 shares 4,262 $363K <0.01% -5,731 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,797 shares; 2025Q4: 23,381 shares; 2026Q1: 2,675 shares 2,675 $363K <0.01% -20,706 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,169 shares; 2025Q2: 4,101 shares; 2025Q3: 4,151 shares; 2025Q4: 4,774 shares; 2026Q1: 2,701 shares 2,701 $360K <0.01% -2,073 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 2,126 shares; 2025Q4: 2,175 shares; 2026Q1: 2,174 shares 2,174 $360K <0.01% -1 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 3,316 shares; 2025Q3: 3,504 shares; 2025Q4: 2,853 shares; 2026Q1: 2,805 shares 2,805 $358K <0.01% -48 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 2,257 shares; 2025Q1: 2,786 shares; 2025Q2: 2,752 shares; 2025Q3: 2,677 shares; 2025Q4: 2,935 shares; 2026Q1: 2,060 shares 2,060 $356K <0.01% -875 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,454 shares; 2025Q1: 5,300 shares; 2025Q2: 4,666 shares; 2025Q3: 6,202 shares; 2025Q4: 15,888 shares; 2026Q1: 4,711 shares 4,711 $355K <0.01% -11,177 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,682 shares; 2025Q4: 3,605 shares; 2026Q1: 2,090 shares 2,090 $353K <0.01% -1,515 Timeline XDTE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,620 shares 9,620 $353K <0.01% new Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,893 shares; 2024Q4: 11,973 shares; 2025Q1: 35,422 shares; 2025Q2: 33,995 shares; 2025Q3: 34,509 shares; 2025Q4: 34,165 shares; 2026Q1: 31,413 shares 31,413 $353K <0.01% -2,752 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,360 shares; 2025Q1: 7,244 shares; 2025Q2: 7,312 shares; 2025Q3: 7,723 shares; 2025Q4: 10,385 shares; 2026Q1: 7,555 shares 7,555 $353K <0.01% -2,830 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,755 shares; 2024Q4: 87,105 shares; 2025Q1: 162,145 shares; 2025Q2: 169,741 shares; 2025Q3: 27,322 shares; 2025Q4: 35,169 shares; 2026Q1: 25,889 shares 25,889 $350K <0.01% -9,280 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 10,002 shares; 2025Q1: 7,863 shares; 2025Q2: 7,032 shares; 2025Q3: 4,385 shares; 2025Q4: 3,551 shares; 2026Q1: 3,707 shares 3,707 $349K <0.01% +156 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,402 shares; 2025Q1: 10,985 shares; 2025Q2: 13,028 shares; 2025Q3: 10,529 shares; 2025Q4: 14,541 shares; 2026Q1: 14,724 shares 14,724 $349K <0.01% +183 Timeline IBUF 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: 7,548 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,791 shares 11,791 $348K <0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 11,652 shares; 2025Q1: 12,473 shares; 2025Q2: 12,090 shares; 2025Q3: 12,493 shares; 2025Q4: 6,595 shares; 2026Q1: 3,063 shares 3,063 $347K <0.01% -3,532 Timeline ONEY 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: 2,868 shares 2,868 $344K <0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,772 shares; 2026Q1: 14,500 shares 14,500 $344K <0.01% -5,272 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,014 shares; 2025Q1: 1,080 shares; 2025Q2: 1,338 shares; 2025Q3: 1,299 shares; 2025Q4: 1,871 shares; 2026Q1: 1,254 shares 1,254 $341K <0.01% -617 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,618 shares 4,618 $339K <0.01% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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: 2,540 shares; 2025Q4: 2,631 shares; 2026Q1: 3,018 shares 3,018 $339K <0.01% +387 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,618 shares; 2025Q3: 11,618 shares; 2025Q4: 11,618 shares; 2026Q1: 11,633 shares 11,633 $338K <0.01% +15 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,335 shares 3,335 $337K <0.01% new Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 11,146 shares; 2025Q1: 11,146 shares; 2025Q2: 10,301 shares; 2025Q3: 10,301 shares; 2025Q4: 10,301 shares; 2026Q1: 16,639 shares 16,639 $334K <0.01% +6,338 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 3,896 shares; 2025Q4: 3,657 shares; 2026Q1: 5,472 shares 5,472 $332K <0.01% +1,815 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 4,449 shares 4,449 $331K <0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,797 shares; 2025Q4: 4,797 shares; 2026Q1: 4,877 shares 4,877 $327K <0.01% +80 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 2,635 shares; 2025Q1: 2,869 shares; 2025Q2: 2,990 shares; 2025Q3: 2,980 shares; 2025Q4: 2,983 shares; 2026Q1: 2,983 shares 2,983 $326K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,826 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 2,852 shares 2,852 $326K <0.01% +26 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: 4,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,703 shares; 2026Q1: 4,057 shares 4,057 $325K <0.01% -2,646 Timeline BGIG 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: 9,755 shares 9,755 $324K <0.01% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,813 shares; 2024Q4: 14,813 shares; 2025Q1: 14,813 shares; 2025Q2: 14,813 shares; 2025Q3: 14,813 shares; 2025Q4: 14,813 shares; 2026Q1: 14,813 shares 14,813 $324K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,526 shares; 2025Q4: 2,620 shares; 2026Q1: 2,734 shares 2,734 $323K <0.01% +114 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,429 shares; 2025Q2: 14,453 shares; 2025Q3: 14,454 shares; 2025Q4: 14,455 shares; 2026Q1: 14,455 shares 14,455 $323K <0.01% 0 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: 17,599 shares; 2024Q4: 15,892 shares; 2025Q1: 16,614 shares; 2025Q2: 12,796 shares; 2025Q3: 15,217 shares; 2025Q4: 16,077 shares; 2026Q1: 16,917 shares 16,917 $319K <0.01% +840 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 5,771 shares; 2026Q1: 6,318 shares 6,318 $317K <0.01% +547 Timeline LGLV 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: 1,776 shares 1,776 $316K <0.01% new Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 7,009 shares; 2025Q3: 7,009 shares; 2025Q4: 7,009 shares; 2026Q1: 7,009 shares 7,009 $315K <0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares; 2026Q1: 2,029 shares 2,029 $313K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 804 shares 804 $312K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 8,935 shares; 2025Q1: 8,908 shares; 2025Q2: 7,730 shares; 2025Q3: 7,608 shares; 2025Q4: 5,654 shares; 2026Q1: 4,746 shares 4,746 $311K <0.01% -908 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares 1,420 $311K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 5,110 shares; 2025Q1: 9,577 shares; 2025Q2: 15,457 shares; 2025Q3: 3,853 shares; 2025Q4: not reported; 2026Q1: 4,934 shares 4,934 $310K <0.01% new Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 3,188 shares 3,188 $309K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,461 shares; 2025Q4: 11,100 shares; 2026Q1: 8,194 shares 8,194 $308K <0.01% -2,906 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,585 shares 7,585 $308K <0.01% new Timeline IUSB 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: 4,733 shares; 2024Q4: not reported; 2025Q1: 4,409 shares; 2025Q2: 6,017 shares; 2025Q3: 5,481 shares; 2025Q4: 5,256 shares; 2026Q1: 6,636 shares 6,636 $307K <0.01% +1,380 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,458 shares; 2025Q1: 4,599 shares; 2025Q2: 4,387 shares; 2025Q3: 4,315 shares; 2025Q4: 4,999 shares; 2026Q1: 3,130 shares 3,130 $306K <0.01% -1,869 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,264 shares; 2025Q4: 19,681 shares; 2026Q1: 17,847 shares 17,847 $303K <0.01% -1,834 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: 8,790 shares; 2024Q4: 9,284 shares; 2025Q1: 7,860 shares; 2025Q2: 7,866 shares; 2025Q3: 9,465 shares; 2025Q4: 9,616 shares; 2026Q1: 4,012 shares 4,012 $302K <0.01% -5,604 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: 5,877 shares; 2026Q1: 3,754 shares 3,754 $301K <0.01% -2,123 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,324 shares; 2026Q1: 4,777 shares 4,777 $299K <0.01% +453 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 2,076 shares; 2025Q1: 2,092 shares; 2025Q2: 1,888 shares; 2025Q3: 2,282 shares; 2025Q4: 3,357 shares; 2026Q1: 1,737 shares 1,737 $299K <0.01% -1,620 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: 1,998 shares; 2024Q4: 1,834 shares; 2025Q1: 1,416 shares; 2025Q2: 1,264 shares; 2025Q3: 1,265 shares; 2025Q4: 1,117 shares; 2026Q1: 990 shares 990 $296K <0.01% -127 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,172 shares; 2025Q4: 12,172 shares; 2026Q1: 11,847 shares 11,847 $294K <0.01% -325 Timeline DBB 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: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $294K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 5,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,283 shares 7,283 $292K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,204 shares; 2026Q1: 3,643 shares 3,643 $292K <0.01% -561 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,851 shares 3,851 $291K <0.01% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,993 shares; 2024Q4: 104,993 shares; 2025Q1: 98,649 shares; 2025Q2: 53,469 shares; 2025Q3: 16,816 shares; 2025Q4: 16,816 shares; 2026Q1: 13,066 shares 13,066 $289K <0.01% -3,750 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,691 shares; 2025Q2: 115,691 shares; 2025Q3: 116,934 shares; 2025Q4: 115,823 shares; 2026Q1: 115,691 shares 115,691 $289K <0.01% -132 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 2,221 shares; 2025Q1: 2,731 shares; 2025Q2: 2,195 shares; 2025Q3: 3,078 shares; 2025Q4: 3,336 shares; 2026Q1: 1,474 shares 1,474 $288K <0.01% -1,862 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,002 shares 2,002 $286K <0.01% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,842 shares 6,842 $285K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares; 2026Q1: 841 shares 841 $285K <0.01% -2 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,378 shares 1,378 $285K <0.01% new 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: 5,989 shares; 2024Q4: 5,989 shares; 2025Q1: 5,989 shares; 2025Q2: 5,989 shares; 2025Q3: 5,989 shares; 2025Q4: 5,989 shares; 2026Q1: 5,989 shares 5,989 $282K <0.01% 0 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to 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: 5,281 shares 5,281 $281K <0.01% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,301 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 2,301 shares; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares 2,301 $281K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,904 shares; 2025Q2: 6,781 shares; 2025Q3: 7,564 shares; 2025Q4: 8,096 shares; 2026Q1: 7,127 shares 7,127 $280K <0.01% -969 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: 1,183 shares; 2025Q3: 1,182 shares; 2025Q4: 1,008 shares; 2026Q1: 954 shares 954 $279K <0.01% -54 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 3,410 shares; 2025Q1: 3,261 shares; 2025Q2: 3,476 shares; 2025Q3: 3,805 shares; 2025Q4: 3,836 shares; 2026Q1: 3,691 shares 3,691 $278K <0.01% -145 Timeline EMM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,861 shares 7,861 $278K <0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,336 shares; 2025Q1: 1,300 shares; 2025Q2: 1,414 shares; 2025Q3: 1,954 shares; 2025Q4: 1,699 shares; 2026Q1: 1,628 shares 1,628 $278K <0.01% -71 Timeline TPG TPG INC More: the full row for TPG 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: 7,179 shares; 2026Q1: 6,824 shares 6,824 $276K <0.01% -355 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,279 shares 6,279 $275K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,851 shares; 2025Q4: 14,355 shares; 2026Q1: 7,023 shares 7,023 $274K <0.01% -7,332 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,696 shares; 2025Q1: 8,820 shares; 2025Q2: 7,763 shares; 2025Q3: 7,582 shares; 2025Q4: 6,991 shares; 2026Q1: 4,418 shares 4,418 $271K <0.01% -2,573 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 24,760 shares; 2026Q1: 24,760 shares 24,760 $271K <0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,593 shares; 2024Q4: 25,036 shares; 2025Q1: 20,217 shares; 2025Q2: 17,591 shares; 2025Q3: 18,058 shares; 2025Q4: 16,667 shares; 2026Q1: 11,026 shares 11,026 $271K <0.01% -5,641 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,741 shares; 2025Q1: 1,535 shares; 2025Q2: 1,134 shares; 2025Q3: 1,174 shares; 2025Q4: 1,727 shares; 2026Q1: 1,079 shares 1,079 $270K <0.01% -648 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,754 shares; 2025Q1: 2,693 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares; 2025Q4: 2,760 shares; 2026Q1: 2,815 shares 2,815 $269K <0.01% +55 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,908 shares; 2024Q4: 853,858 shares; 2025Q1: 58,235 shares; 2025Q2: 52,187 shares; 2025Q3: 500,271 shares; 2025Q4: 910,458 shares; 2026Q1: 75,368 shares 75,368 $268K <0.01% -835,090 Timeline URA 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: 6,874 shares; 2025Q3: 7,095 shares; 2025Q4: 6,514 shares; 2026Q1: 5,511 shares 5,511 $267K <0.01% -1,003 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,615 shares; 2025Q1: 1,901 shares; 2025Q2: 2,020 shares; 2025Q3: 2,162 shares; 2025Q4: 3,507 shares; 2026Q1: 1,688 shares 1,688 $265K <0.01% -1,819 Timeline JMST 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: 5,205 shares; 2025Q4: 5,205 shares; 2026Q1: 5,205 shares 5,205 $265K <0.01% 0 Timeline ASCI ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,133 shares; 2026Q1: 7,990 shares 7,990 $265K <0.01% -143 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 9,269 shares; 2025Q1: 8,174 shares; 2025Q2: 7,510 shares; 2025Q3: 3,267 shares; 2025Q4: 3,744 shares; 2026Q1: 2,022 shares 2,022 $265K <0.01% -1,722 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,618 shares; 2025Q1: 4,639 shares; 2025Q2: 4,618 shares; 2025Q3: 4,081 shares; 2025Q4: 4,190 shares; 2026Q1: 4,238 shares 4,238 $265K <0.01% +48 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,535 shares; 2024Q4: 9,498 shares; 2025Q1: 9,154 shares; 2025Q2: 9,260 shares; 2025Q3: 9,261 shares; 2025Q4: 7,853 shares; 2026Q1: 7,608 shares 7,608 $265K <0.01% -245 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: 2,595 shares 2,595 $265K <0.01% +1,184 Timeline BBJP 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: 6,888 shares; 2026Q1: 3,825 shares 3,825 $264K <0.01% -3,063 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: 15,701 shares; 2024Q4: 15,325 shares; 2025Q1: 15,225 shares; 2025Q2: 15,226 shares; 2025Q3: 15,226 shares; 2025Q4: 15,452 shares; 2026Q1: 14,352 shares 14,352 $263K <0.01% -1,100 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY 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: 9,183 shares; 2025Q4: 9,148 shares; 2026Q1: 11,257 shares 11,257 $262K <0.01% +2,109 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,880 shares; 2025Q2: 7,680 shares; 2025Q3: 7,680 shares; 2025Q4: 7,631 shares; 2026Q1: 7,226 shares 7,226 $261K <0.01% -405 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: 4,018 shares; 2024Q4: 3,763 shares; 2025Q1: 3,613 shares; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 4,939 shares; 2026Q1: 3,554 shares 3,554 $260K <0.01% -1,385 Timeline