GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 748 shares; 2025Q1: 690 shares; 2025Q2: 1,490 shares; 2025Q3: 700 shares; 2025Q4: 4,571 shares; 2026Q1: 5,668 shares 5,668 $605K <0.01% +1,097 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,643 shares; 2025Q4: 3,109 shares; 2026Q1: 7,775 shares 7,775 $603K <0.01% +4,666 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,607 shares; 2025Q1: 6,352 shares; 2025Q2: 4,220 shares; 2025Q3: 5,173 shares; 2025Q4: 5,653 shares; 2026Q1: 4,768 shares 4,768 $600K <0.01% -885 Timeline BBCP CONCRETE PUMPING HLDGS INC More: the full row for CONCRETE PUMPING HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,131 shares; 2024Q4: 63,131 shares; 2025Q1: 66,629 shares; 2025Q2: 66,629 shares; 2025Q3: 81,579 shares; 2025Q4: 81,579 shares; 2026Q1: 84,016 shares 84,016 $600K <0.01% +2,437 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,591 shares; 2024Q4: 59,040 shares; 2025Q1: 36,493 shares; 2025Q2: 37,178 shares; 2025Q3: 39,870 shares; 2025Q4: 32,940 shares; 2026Q1: 39,723 shares 39,723 $597K <0.01% +6,783 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: 4,612 shares; 2024Q4: 4,567 shares; 2025Q1: 4,422 shares; 2025Q2: 4,569 shares; 2025Q3: 4,685 shares; 2025Q4: 5,786 shares; 2026Q1: 5,274 shares 5,274 $594K <0.01% -512 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,021 shares; 2025Q2: 618 shares; 2025Q3: 276 shares; 2025Q4: 3,508 shares; 2026Q1: 5,526 shares 5,526 $590K <0.01% +2,018 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 7,123 shares; 2025Q1: 6,826 shares; 2025Q2: 6,869 shares; 2025Q3: 6,906 shares; 2025Q4: 6,901 shares; 2026Q1: 5,297 shares 5,297 $589K <0.01% -1,604 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: 6,009 shares; 2024Q4: 6,001 shares; 2025Q1: 2,967 shares; 2025Q2: 3,277 shares; 2025Q3: 3,435 shares; 2025Q4: 2,472 shares; 2026Q1: 2,348 shares 2,348 $589K <0.01% -124 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 8,327 shares; 2025Q1: 8,152 shares; 2025Q2: 8,050 shares; 2025Q3: 7,464 shares; 2025Q4: 8,451 shares; 2026Q1: 9,012 shares 9,012 $588K <0.01% +561 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,615 shares; 2025Q1: 5,968 shares; 2025Q2: 5,301 shares; 2025Q3: 5,913 shares; 2025Q4: 5,639 shares; 2026Q1: 5,738 shares 5,738 $587K <0.01% +99 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,780 shares; 2024Q4: 37,495 shares; 2025Q1: 48,003 shares; 2025Q2: 50,168 shares; 2025Q3: 23,303 shares; 2025Q4: 59,960 shares; 2026Q1: 73,011 shares 73,011 $587K <0.01% +13,051 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,115 shares; 2024Q4: 15,182 shares; 2025Q1: 9,934 shares; 2025Q2: 17,611 shares; 2025Q3: 30,201 shares; 2025Q4: 24,295 shares; 2026Q1: 31,317 shares 31,317 $586K <0.01% +7,022 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,563 shares; 2025Q1: 4,365 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 10,410 shares; 2026Q1: 10,462 shares 10,462 $584K <0.01% +52 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,531 shares; 2024Q4: 25,531 shares; 2025Q1: 25,531 shares; 2025Q2: 25,631 shares; 2025Q3: 25,788 shares; 2025Q4: 26,254 shares; 2026Q1: 25,624 shares 25,624 $582K <0.01% -630 Timeline IHAK 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: 7,398 shares; 2024Q4: 7,180 shares; 2025Q1: 9,262 shares; 2025Q2: 10,823 shares; 2025Q3: 13,293 shares; 2025Q4: 14,592 shares; 2026Q1: 13,309 shares 13,309 $581K <0.01% -1,283 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,443 shares; 2025Q1: 56,395 shares; 2025Q2: 59,207 shares; 2025Q3: 6,601 shares; 2025Q4: 6,112 shares; 2026Q1: 5,272 shares 5,272 $579K <0.01% -840 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,544 shares; 2024Q4: 6,601 shares; 2025Q1: 9,399 shares; 2025Q2: 10,595 shares; 2025Q3: 11,306 shares; 2025Q4: 14,688 shares; 2026Q1: 16,542 shares 16,542 $578K <0.01% +1,854 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,672 shares; 2024Q4: 7,672 shares; 2025Q1: 7,672 shares; 2025Q2: 7,664 shares; 2025Q3: 7,677 shares; 2025Q4: 7,684 shares; 2026Q1: 7,691 shares 7,691 $575K <0.01% +7 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: 9,005 shares; 2024Q4: 9,258 shares; 2025Q1: 9,372 shares; 2025Q2: 9,409 shares; 2025Q3: 11,732 shares; 2025Q4: 9,267 shares; 2026Q1: 9,504 shares 9,504 $574K <0.01% +237 Timeline EWC 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: 292 shares; 2024Q4: 312 shares; 2025Q1: 358 shares; 2025Q2: 342 shares; 2025Q3: 461 shares; 2025Q4: 16,582 shares; 2026Q1: 10,453 shares 10,453 $573K <0.01% -6,129 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: 58,086 shares; 2024Q4: 4,520 shares; 2025Q1: 12,534 shares; 2025Q2: 5,823 shares; 2025Q3: 4,524 shares; 2025Q4: 4,252 shares; 2026Q1: 2,876 shares 2,876 $567K <0.01% -1,376 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,002 shares; 2025Q1: 2,818 shares; 2025Q2: 3,155 shares; 2025Q3: 3,300 shares; 2025Q4: 3,349 shares; 2026Q1: 3,362 shares 3,362 $567K <0.01% +13 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 14,497 shares; 2025Q3: 14,268 shares; 2025Q4: 14,732 shares; 2026Q1: 17,601 shares 17,601 $567K <0.01% +2,869 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: 31,504 shares; 2024Q4: 12,651 shares; 2025Q1: 11,532 shares; 2025Q2: 12,463 shares; 2025Q3: 12,214 shares; 2025Q4: 11,890 shares; 2026Q1: 11,960 shares 11,960 $567K <0.01% +70 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 1,947 shares; 2025Q2: 5,179 shares; 2025Q3: 5,481 shares; 2025Q4: 6,470 shares; 2026Q1: 7,049 shares 7,049 $565K <0.01% +579 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: 42,100 shares; 2024Q4: 45,009 shares; 2025Q1: 48,131 shares; 2025Q2: 48,162 shares; 2025Q3: 49,073 shares; 2025Q4: 21,805 shares; 2026Q1: 25,718 shares 25,718 $563K <0.01% +3,913 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 9,648 shares; 2025Q1: 9,537 shares; 2025Q2: 9,124 shares; 2025Q3: 9,066 shares; 2025Q4: 9,047 shares; 2026Q1: 8,933 shares 8,933 $559K <0.01% -114 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 977 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 12,498 shares; 2025Q4: 12,549 shares; 2026Q1: 12,498 shares 12,498 $558K <0.01% -51 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS 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: 549 shares; 2025Q4: 205 shares; 2026Q1: 31,823 shares 31,823 $557K <0.01% +31,618 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: 10,462 shares; 2024Q4: 21,676 shares; 2025Q1: 11,239 shares; 2025Q2: 9,247 shares; 2025Q3: 19,761 shares; 2025Q4: 20,967 shares; 2026Q1: 21,365 shares 21,365 $557K <0.01% +398 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,662 shares; 2024Q4: 19,385 shares; 2025Q1: 21,750 shares; 2025Q2: 22,758 shares; 2025Q3: 14,457 shares; 2025Q4: 9,682 shares; 2026Q1: 10,354 shares 10,354 $554K <0.01% +672 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 2,924 shares; 2025Q1: 414 shares; 2025Q2: 25,842 shares; 2025Q3: 72,609 shares; 2025Q4: 68,427 shares; 2026Q1: 69,816 shares 69,816 $554K <0.01% +1,389 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,778 shares; 2025Q1: 5,437 shares; 2025Q2: 5,275 shares; 2025Q3: 3,141 shares; 2025Q4: 3,146 shares; 2026Q1: 3,482 shares 3,482 $552K <0.01% +336 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,046 shares; 2024Q4: 17,055 shares; 2025Q1: 17,478 shares; 2025Q2: 12,719 shares; 2025Q3: 8,531 shares; 2025Q4: 9,243 shares; 2026Q1: 9,574 shares 9,574 $552K <0.01% +331 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 7,404 shares; 2025Q3: 43,043 shares; 2025Q4: 43,017 shares; 2026Q1: 45,413 shares 45,413 $549K <0.01% +2,396 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,308 shares; 2026Q1: 55,386 shares 55,386 $549K <0.01% -39,922 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,565 shares; 2024Q4: 22,694 shares; 2025Q1: 22,565 shares; 2025Q2: 22,565 shares; 2025Q3: 22,565 shares; 2025Q4: 22,565 shares; 2026Q1: 23,167 shares 23,167 $548K <0.01% +602 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,574 shares; 2025Q2: 5,574 shares; 2025Q3: 10,654 shares; 2025Q4: 19,212 shares; 2026Q1: 22,547 shares 22,547 $547K <0.01% +3,335 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,250 shares; 2025Q1: 3,229 shares; 2025Q2: 3,489 shares; 2025Q3: 4,926 shares; 2025Q4: 8,820 shares; 2026Q1: 11,318 shares 11,318 $544K <0.01% +2,498 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 31,228 shares; 2025Q4: 31,233 shares; 2026Q1: 31,228 shares 31,228 $544K <0.01% -5 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 7,541 shares; 2025Q1: 10,503 shares; 2025Q2: 10,116 shares; 2025Q3: 12,515 shares; 2025Q4: 20,573 shares; 2026Q1: 25,973 shares 25,973 $543K <0.01% +5,400 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,530 shares; 2024Q4: 11,278 shares; 2025Q1: 10,994 shares; 2025Q2: 11,661 shares; 2025Q3: 10,293 shares; 2025Q4: 8,393 shares; 2026Q1: 8,765 shares 8,765 $543K <0.01% +372 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 4,242 shares; 2025Q1: 4,703 shares; 2025Q2: 8,218 shares; 2025Q3: 9,663 shares; 2025Q4: 10,005 shares; 2026Q1: 10,225 shares 10,225 $541K <0.01% +220 Timeline PSP 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: 655 shares; 2024Q4: 655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: 1,150 shares; 2026Q1: 9,559 shares 9,559 $540K <0.01% +8,409 Timeline GII 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: 4,878 shares; 2024Q4: 4,159 shares; 2025Q1: 7,644 shares; 2025Q2: 7,482 shares; 2025Q3: 8,761 shares; 2025Q4: 7,142 shares; 2026Q1: 7,078 shares 7,078 $538K <0.01% -64 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,625 shares; 2025Q1: 3,416 shares; 2025Q2: 4,143 shares; 2025Q3: 4,028 shares; 2025Q4: 5,094 shares; 2026Q1: 6,047 shares 6,047 $530K <0.01% +953 Timeline XSLV 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: 12,069 shares; 2024Q4: 12,340 shares; 2025Q1: 12,706 shares; 2025Q2: 15,005 shares; 2025Q3: 13,158 shares; 2025Q4: 11,643 shares; 2026Q1: 11,178 shares 11,178 $528K <0.01% -465 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,680 shares; 2025Q1: 5,565 shares; 2025Q2: 5,920 shares; 2025Q3: 8,287 shares; 2025Q4: 11,265 shares; 2026Q1: 10,977 shares 10,977 $526K <0.01% -288 Timeline REM 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: 16,589 shares; 2024Q4: 15,658 shares; 2025Q1: 15,945 shares; 2025Q2: 22,287 shares; 2025Q3: 22,645 shares; 2025Q4: 21,535 shares; 2026Q1: 24,508 shares 24,508 $526K <0.01% +2,973 Timeline RFV 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: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 2,774 shares; 2025Q3: 2,946 shares; 2025Q4: 3,634 shares; 2026Q1: 4,042 shares 4,042 $525K <0.01% +408 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,135 shares; 2025Q1: 5,634 shares; 2025Q2: 6,042 shares; 2025Q3: 5,539 shares; 2025Q4: 8,176 shares; 2026Q1: 7,731 shares 7,731 $525K <0.01% -445 Timeline SOXQ 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: 200 shares; 2024Q4: 448 shares; 2025Q1: 449 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 955 shares; 2026Q1: 8,767 shares 8,767 $523K <0.01% +7,812 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: 7,103 shares; 2024Q4: 6,744 shares; 2025Q1: 5,076 shares; 2025Q2: 5,323 shares; 2025Q3: 4,809 shares; 2025Q4: 13,823 shares; 2026Q1: 13,004 shares 13,004 $522K <0.01% -819 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 6,785 shares; 2026Q1: 10,338 shares 10,338 $520K <0.01% +3,553 Timeline CRBN 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: 2,588 shares; 2024Q4: 2,644 shares; 2025Q1: 2,461 shares; 2025Q2: 2,484 shares; 2025Q3: 2,503 shares; 2025Q4: 2,285 shares; 2026Q1: 2,327 shares 2,327 $519K <0.01% +42 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,914 shares; 2024Q4: 46,418 shares; 2025Q1: 42,757 shares; 2025Q2: 42,027 shares; 2025Q3: 21,977 shares; 2025Q4: 19,935 shares; 2026Q1: 9,521 shares 9,521 $517K <0.01% -10,414 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: 1,504 shares; 2024Q4: 1,547 shares; 2025Q1: 2,347 shares; 2025Q2: 2,100 shares; 2025Q3: 2,756 shares; 2025Q4: 2,570 shares; 2026Q1: 2,540 shares 2,540 $516K <0.01% -30 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,985 shares; 2024Q4: 15,241 shares; 2025Q1: 16,856 shares; 2025Q2: 16,856 shares; 2025Q3: 18,199 shares; 2025Q4: 19,182 shares; 2026Q1: 22,467 shares 22,467 $515K <0.01% +3,285 Timeline IXG 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: 572 shares; 2024Q4: 924 shares; 2025Q1: 3,502 shares; 2025Q2: 3,858 shares; 2025Q3: 4,099 shares; 2025Q4: 4,257 shares; 2026Q1: 4,519 shares 4,519 $515K <0.01% +262 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,947 shares; 2024Q4: 19,212 shares; 2025Q1: 21,935 shares; 2025Q2: 26,373 shares; 2025Q3: 22,580 shares; 2025Q4: 17,000 shares; 2026Q1: 7,566 shares 7,566 $514K <0.01% -9,434 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,851 shares; 2024Q4: 171,476 shares; 2025Q1: 109,796 shares; 2025Q2: 94,999 shares; 2025Q3: 101,593 shares; 2025Q4: 112,072 shares; 2026Q1: 102,163 shares 102,163 $514K <0.01% -9,909 Timeline PEJ 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: 11,959 shares; 2024Q4: 12,134 shares; 2025Q1: 10,672 shares; 2025Q2: 10,672 shares; 2025Q3: 9,966 shares; 2025Q4: 10,035 shares; 2026Q1: 8,711 shares 8,711 $505K <0.01% -1,324 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,734 shares; 2024Q4: 93,689 shares; 2025Q1: 74,181 shares; 2025Q2: 51,250 shares; 2025Q3: 80,860 shares; 2025Q4: 78,263 shares; 2026Q1: 69,237 shares 69,237 $503K <0.01% -9,026 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 64 shares; 2025Q1: 70 shares; 2025Q2: 53 shares; 2025Q3: 56 shares; 2025Q4: 43 shares; 2026Q1: 76 shares 76 $501K <0.01% +33 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,151 shares; 2025Q1: 2,841 shares; 2025Q2: 3,003 shares; 2025Q3: 3,171 shares; 2025Q4: 3,559 shares; 2026Q1: 3,750 shares 3,750 $500K <0.01% +191 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 5,744 shares; 2025Q1: 5,185 shares; 2025Q2: 5,227 shares; 2025Q3: 3,288 shares; 2025Q4: 3,949 shares; 2026Q1: 3,479 shares 3,479 $498K <0.01% -470 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 7,276 shares; 2025Q4: 10,110 shares; 2026Q1: 11,365 shares 11,365 $498K <0.01% +1,255 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 1,108 shares; 2026Q1: 1,141 shares 1,141 $496K <0.01% +33 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439 shares; 2025Q1: 4,133 shares; 2025Q2: 2,777 shares; 2025Q3: 3,093 shares; 2025Q4: 2,724 shares; 2026Q1: 2,475 shares 2,475 $488K <0.01% -249 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,337 shares; 2025Q1: 2,432 shares; 2025Q2: 2,602 shares; 2025Q3: 2,717 shares; 2025Q4: 2,488 shares; 2026Q1: 2,850 shares 2,850 $487K <0.01% +362 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,759 shares; 2025Q1: 3,059 shares; 2025Q2: 4,922 shares; 2025Q3: 3,165 shares; 2025Q4: 3,053 shares; 2026Q1: 2,564 shares 2,564 $487K <0.01% -489 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 3,074 shares; 2025Q1: 2,581 shares; 2025Q2: 2,597 shares; 2025Q3: 2,677 shares; 2025Q4: 3,272 shares; 2026Q1: 2,268 shares 2,268 $481K <0.01% -1,004 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 7,364 shares; 2025Q1: 7,274 shares; 2025Q2: 4,578 shares; 2025Q3: 2,225 shares; 2025Q4: 1,624 shares; 2026Q1: 1,488 shares 1,488 $480K <0.01% -136 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,464 shares; 2025Q1: 2,914 shares; 2025Q2: 4,601 shares; 2025Q3: 4,697 shares; 2025Q4: 4,476 shares; 2026Q1: 5,104 shares 5,104 $480K <0.01% +628 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,583 shares; 2025Q1: 2,720 shares; 2025Q2: 1,540 shares; 2025Q3: 1,549 shares; 2025Q4: 1,558 shares; 2026Q1: 1,587 shares 1,587 $479K <0.01% +29 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 3,924 shares; 2025Q1: 6,873 shares; 2025Q2: 7,380 shares; 2025Q3: 9,413 shares; 2025Q4: 11,446 shares; 2026Q1: 10,060 shares 10,060 $479K <0.01% -1,386 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,375 shares; 2025Q1: 5,989 shares; 2025Q2: 6,776 shares; 2025Q3: 7,061 shares; 2025Q4: 7,034 shares; 2026Q1: 7,987 shares 7,987 $474K <0.01% +953 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 6,103 shares; 2025Q1: 8,285 shares; 2025Q2: 5,078 shares; 2025Q3: 4,697 shares; 2025Q4: 4,895 shares; 2026Q1: 5,069 shares 5,069 $473K <0.01% +174 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,901 shares; 2025Q1: 2,006 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 5,850 shares; 2026Q1: 2,175 shares 2,175 $471K <0.01% -3,675 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,019 shares; 2025Q1: 8,990 shares; 2025Q2: 8,987 shares; 2025Q3: 8,969 shares; 2025Q4: 8,433 shares; 2026Q1: 8,356 shares 8,356 $470K <0.01% -77 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 8,002 shares; 2025Q1: 8,312 shares; 2025Q2: 9,085 shares; 2025Q3: 7,934 shares; 2025Q4: 9,883 shares; 2026Q1: 11,281 shares 11,281 $470K <0.01% +1,398 Timeline VTHR 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: 1,770 shares; 2024Q4: 1,858 shares; 2025Q1: 1,317 shares; 2025Q2: 1,384 shares; 2025Q3: 1,332 shares; 2025Q4: 1,514 shares; 2026Q1: 1,628 shares 1,628 $468K <0.01% +114 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,010 shares; 2025Q1: 5,169 shares; 2025Q2: 6,719 shares; 2025Q3: 7,307 shares; 2025Q4: 5,689 shares; 2026Q1: 6,837 shares 6,837 $467K <0.01% +1,148 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 2,559 shares; 2025Q1: 2,185 shares; 2025Q2: 1,940 shares; 2025Q3: 539 shares; 2025Q4: 671 shares; 2026Q1: 792 shares 792 $466K <0.01% +121 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 134 shares; 2025Q1: 1,597 shares; 2025Q2: 1,704 shares; 2025Q3: 1,882 shares; 2025Q4: 1,993 shares; 2026Q1: 3,374 shares 3,374 $464K <0.01% +1,381 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,253 shares; 2025Q1: 2,238 shares; 2025Q2: 2,274 shares; 2025Q3: 2,298 shares; 2025Q4: 2,377 shares; 2026Q1: 2,377 shares 2,377 $464K <0.01% 0 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS 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: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 17,996 shares 17,996 $464K <0.01% -2,004 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,121 shares; 2025Q1: 10,049 shares; 2025Q2: 10,231 shares; 2025Q3: 10,358 shares; 2025Q4: 11,079 shares; 2026Q1: 10,093 shares 10,093 $463K <0.01% -986 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 9,862 shares; 2026Q1: 9,862 shares 9,862 $461K <0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,306 shares; 2024Q4: 49,532 shares; 2025Q1: 52,406 shares; 2025Q2: 43,127 shares; 2025Q3: 38,911 shares; 2025Q4: 37,859 shares; 2026Q1: 42,314 shares 42,314 $460K <0.01% +4,455 Timeline PDN 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: 3,447 shares; 2024Q4: 5,981 shares; 2025Q1: 7,585 shares; 2025Q2: 7,835 shares; 2025Q3: 8,110 shares; 2025Q4: 8,715 shares; 2026Q1: 10,590 shares 10,590 $459K <0.01% +1,875 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares; 2025Q4: 4,966 shares; 2026Q1: 4,950 shares 4,950 $458K <0.01% -16 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 12,069 shares; 2025Q1: 12,265 shares; 2025Q2: 11,998 shares; 2025Q3: 11,039 shares; 2025Q4: 29,233 shares; 2026Q1: 35,636 shares 35,636 $457K <0.01% +6,403 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 7,023 shares; 2025Q1: 6,874 shares; 2025Q2: 8,531 shares; 2025Q3: 8,559 shares; 2025Q4: 8,272 shares; 2026Q1: 6,980 shares 6,980 $454K <0.01% -1,292 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,616 shares; 2024Q4: 21,594 shares; 2025Q1: 5,994 shares; 2025Q2: 8,268 shares; 2025Q3: 9,682 shares; 2025Q4: 11,940 shares; 2026Q1: 12,655 shares 12,655 $452K <0.01% +715 Timeline PIE 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: 34,678 shares; 2024Q4: 22,132 shares; 2025Q1: 19,589 shares; 2025Q2: 15,841 shares; 2025Q3: 18,222 shares; 2025Q4: 17,864 shares; 2026Q1: 17,195 shares 17,195 $448K <0.01% -669 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,751 shares; 2025Q1: 3,161 shares; 2025Q2: 2,861 shares; 2025Q3: 13,322 shares; 2025Q4: 13,265 shares; 2026Q1: 13,265 shares 13,265 $448K <0.01% 0 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,545 shares; 2025Q1: 6,460 shares; 2025Q2: 6,776 shares; 2025Q3: 6,603 shares; 2025Q4: 6,849 shares; 2026Q1: 11,796 shares 11,796 $447K <0.01% +4,947 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 6,967 shares; 2025Q1: 7,093 shares; 2025Q2: 7,073 shares; 2025Q3: 8,031 shares; 2025Q4: 11,382 shares; 2026Q1: 10,073 shares 10,073 $447K <0.01% -1,309 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822,365 shares; 2024Q4: 772,955 shares; 2025Q1: 55,114 shares; 2025Q2: 16,669 shares; 2025Q3: 7,429 shares; 2025Q4: 7,314 shares; 2026Q1: 8,630 shares 8,630 $447K <0.01% +1,316 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 938 shares; 2025Q1: 766 shares; 2025Q2: 1,044 shares; 2025Q3: 6,749 shares; 2025Q4: 8,338 shares; 2026Q1: 2,797 shares 2,797 $444K <0.01% -5,541 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 8,535 shares; 2025Q2: 8,235 shares; 2025Q3: 8,235 shares; 2025Q4: 8,235 shares; 2026Q1: 8,150 shares 8,150 $444K <0.01% -85 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 419 shares; 2025Q1: 344 shares; 2025Q2: 335 shares; 2025Q3: 714 shares; 2025Q4: 905 shares; 2026Q1: 2,032 shares 2,032 $443K <0.01% +1,127 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: 748 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 847 shares; 2025Q3: 795 shares; 2025Q4: 760 shares; 2026Q1: 773 shares 773 $442K <0.01% +13 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares; 2026Q1: 9,400 shares 9,400 $442K <0.01% +8,152 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 5,906 shares; 2025Q1: 4,976 shares; 2025Q2: 4,163 shares; 2025Q3: 3,562 shares; 2025Q4: 3,228 shares; 2026Q1: 3,234 shares 3,234 $441K <0.01% +6 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 3,290 shares; 2025Q1: 2,861 shares; 2025Q2: 2,759 shares; 2025Q3: 3,126 shares; 2025Q4: 3,120 shares; 2026Q1: 2,543 shares 2,543 $441K <0.01% -577 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 8,604 shares; 2025Q1: 8,944 shares; 2025Q2: 7,251 shares; 2025Q3: 8,696 shares; 2025Q4: 7,938 shares; 2026Q1: 7,411 shares 7,411 $436K <0.01% -527 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 508 shares; 2025Q1: 50 shares; 2025Q2: 790 shares; 2025Q3: 1,949 shares; 2025Q4: 1,737 shares; 2026Q1: 14,829 shares 14,829 $435K <0.01% +13,092 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,712 shares; 2024Q4: 15,846 shares; 2025Q1: 16,513 shares; 2025Q2: 40,197 shares; 2025Q3: 31,188 shares; 2025Q4: 33,270 shares; 2026Q1: 33,600 shares 33,600 $433K <0.01% +330 Timeline IGOV 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: 261 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,358 shares; 2026Q1: 10,547 shares 10,547 $433K <0.01% -2,811 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,203 shares; 2025Q2: 2,219 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,236 shares 2,236 $433K <0.01% +30 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: 1,288 shares; 2024Q4: 1,122 shares; 2025Q1: 937 shares; 2025Q2: 3,976 shares; 2025Q3: 3,903 shares; 2025Q4: 3,940 shares; 2026Q1: 3,903 shares 3,903 $432K <0.01% -37 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 2,580 shares; 2025Q1: 3,134 shares; 2025Q2: 2,202 shares; 2025Q3: 1,925 shares; 2025Q4: 1,984 shares; 2026Q1: 4,386 shares 4,386 $432K <0.01% +2,402 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 3,048 shares; 2025Q3: 3,675 shares; 2025Q4: 4,820 shares; 2026Q1: 10,420 shares 10,420 $431K <0.01% +5,600 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 3,475 shares; 2025Q1: 2,308 shares; 2025Q2: 3,255 shares; 2025Q3: 3,221 shares; 2025Q4: 2,877 shares; 2026Q1: 6,733 shares 6,733 $431K <0.01% +3,856 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 14,989 shares; 2025Q1: 17,875 shares; 2025Q2: 18,818 shares; 2025Q3: 22,893 shares; 2025Q4: 19,778 shares; 2026Q1: 23,445 shares 23,445 $430K <0.01% +3,667 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 2,826 shares; 2025Q1: 3,048 shares; 2025Q2: 2,044 shares; 2025Q3: 1,842 shares; 2025Q4: 1,882 shares; 2026Q1: 2,277 shares 2,277 $430K <0.01% +395 Timeline IBND 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: 759 shares; 2026Q1: 13,825 shares 13,825 $430K <0.01% +13,066 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 1,796 shares; 2025Q1: 5,074 shares; 2025Q2: 9,429 shares; 2025Q3: 14,029 shares; 2025Q4: 16,732 shares; 2026Q1: 7,777 shares 7,777 $429K <0.01% -8,955 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,313 shares; 2025Q1: 13,430 shares; 2025Q2: 13,138 shares; 2025Q3: 14,889 shares; 2025Q4: 14,874 shares; 2026Q1: 4,337 shares 4,337 $428K <0.01% -10,537 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,816 shares; 2024Q4: 7,816 shares; 2025Q1: 8,838 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares; 2025Q4: 8,838 shares; 2026Q1: 8,372 shares 8,372 $428K <0.01% -466 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 784 shares; 2025Q1: 860 shares; 2025Q2: 749 shares; 2025Q3: 999 shares; 2025Q4: 4,889 shares; 2026Q1: 4,942 shares 4,942 $426K <0.01% +53 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,923 shares; 2025Q1: 3,179 shares; 2025Q2: 3,274 shares; 2025Q3: 3,173 shares; 2025Q4: 4,802 shares; 2026Q1: 4,728 shares 4,728 $425K <0.01% -74 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 14,030 shares; 2025Q1: 13,948 shares; 2025Q2: 19,405 shares; 2025Q3: 16,405 shares; 2025Q4: 13,805 shares; 2026Q1: 14,050 shares 14,050 $423K <0.01% +245 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,353 shares; 2024Q4: 30,707 shares; 2025Q1: 39,033 shares; 2025Q2: 55,057 shares; 2025Q3: 53,389 shares; 2025Q4: 46,519 shares; 2026Q1: 50,055 shares 50,055 $423K <0.01% +3,536 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,468 shares; 2025Q1: 2,561 shares; 2025Q2: 4,442 shares; 2025Q3: 5,872 shares; 2025Q4: 10,670 shares; 2026Q1: 11,626 shares 11,626 $421K <0.01% +956 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,969 shares; 2025Q4: 35,613 shares; 2026Q1: 35,708 shares 35,708 $419K <0.01% +95 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,856 shares; 2024Q4: 10,268 shares; 2025Q1: 506,418 shares; 2025Q2: 555,663 shares; 2025Q3: 586,824 shares; 2025Q4: 8,974 shares; 2026Q1: 10,983 shares 10,983 $417K <0.01% +2,009 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 48,725 shares; 2025Q4: 46,894 shares; 2026Q1: 46,034 shares 46,034 $415K <0.01% -860 Timeline EWG 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: 2,497 shares; 2024Q4: 2,630 shares; 2025Q1: 4,260 shares; 2025Q2: 7,347 shares; 2025Q3: 29,653 shares; 2025Q4: 41,737 shares; 2026Q1: 10,433 shares 10,433 $414K <0.01% -31,304 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 606 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 600 shares; 2026Q1: 10,281 shares 10,281 $414K <0.01% +9,681 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,321 shares; 2024Q4: 234,345 shares; 2025Q1: 9,507 shares; 2025Q2: 7,611 shares; 2025Q3: 9,039 shares; 2025Q4: 14,650 shares; 2026Q1: 18,556 shares 18,556 $413K <0.01% +3,906 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 89,944 shares; 2025Q1: 126,302 shares; 2025Q2: 126,607 shares; 2025Q3: 137,690 shares; 2025Q4: 135,229 shares; 2026Q1: 29,186 shares 29,186 $411K <0.01% -106,043 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,480 shares; 2025Q1: 1,880 shares; 2025Q2: 1,557 shares; 2025Q3: 1,695 shares; 2025Q4: 1,664 shares; 2026Q1: 1,655 shares 1,655 $409K <0.01% -9 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,039 shares; 2025Q1: 878 shares; 2025Q2: 789 shares; 2025Q3: 895 shares; 2025Q4: 1,551 shares; 2026Q1: 1,117 shares 1,117 $406K <0.01% -434 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,468 shares; 2025Q1: 1,959 shares; 2025Q2: 2,444 shares; 2025Q3: 2,430 shares; 2025Q4: 2,242 shares; 2026Q1: 2,757 shares 2,757 $406K <0.01% +515 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,533 shares; 2026Q1: 3,467 shares 3,467 $406K <0.01% +1,934 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: 2,010 shares; 2024Q4: 13,677 shares; 2025Q1: 25,000 shares; 2025Q2: 17,858 shares; 2025Q3: 20,338 shares; 2025Q4: 22,091 shares; 2026Q1: 4,229 shares 4,229 $405K <0.01% -17,862 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,835 shares; 2025Q1: 2,370 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 1,819 shares; 2026Q1: 4,368 shares 4,368 $403K <0.01% +2,549 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,297 shares; 2025Q3: 11,730 shares; 2025Q4: 12,238 shares; 2026Q1: 13,283 shares 13,283 $401K <0.01% +1,045 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 8,166 shares; 2025Q1: 7,356 shares; 2025Q2: 7,580 shares; 2025Q3: 9,666 shares; 2025Q4: 9,420 shares; 2026Q1: 9,654 shares 9,654 $398K <0.01% +234 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,558 shares; 2024Q4: 8,364 shares; 2025Q1: 8,350 shares; 2025Q2: 8,396 shares; 2025Q3: 8,366 shares; 2025Q4: 8,359 shares; 2026Q1: 8,398 shares 8,398 $398K <0.01% +39 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,613 shares; 2025Q1: 1,713 shares; 2025Q2: 1,680 shares; 2025Q3: 1,648 shares; 2025Q4: 1,685 shares; 2026Q1: 1,899 shares 1,899 $397K <0.01% +214 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 1,751 shares; 2025Q1: 3,144,991 shares; 2025Q2: 3,521,652 shares; 2025Q3: 3,637,903 shares; 2025Q4: 50,008 shares; 2026Q1: 29,699 shares 29,699 $395K <0.01% -20,309 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 451 shares; 2025Q1: 340 shares; 2025Q2: 457 shares; 2025Q3: 506 shares; 2025Q4: 456 shares; 2026Q1: 533 shares 533 $394K <0.01% +77 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 7,573 shares; 2025Q3: 2,474 shares; 2025Q4: 2,419 shares; 2026Q1: 8,213 shares 8,213 $394K <0.01% +5,794 Timeline IYZ 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: 5,518 shares; 2024Q4: 5,124 shares; 2025Q1: 5,183 shares; 2025Q2: 5,203 shares; 2025Q3: 17,167 shares; 2025Q4: 9,939 shares; 2026Q1: 9,984 shares 9,984 $393K <0.01% +45 Timeline BBAX 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: 6,634 shares; 2024Q4: 6,423 shares; 2025Q1: 5,338 shares; 2025Q2: 5,735 shares; 2025Q3: 5,404 shares; 2025Q4: 5,515 shares; 2026Q1: 6,599 shares 6,599 $392K <0.01% +1,084 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,750 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares; 2026Q1: 1,936 shares 1,936 $392K <0.01% -98 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 829 shares; 2025Q1: 914 shares; 2025Q2: 973 shares; 2025Q3: 1,329 shares; 2025Q4: 1,399 shares; 2026Q1: 1,567 shares 1,567 $392K <0.01% +168 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 11,778 shares; 2025Q1: 21,313 shares; 2025Q2: 39,945 shares; 2025Q3: 47,141 shares; 2025Q4: 38,173 shares; 2026Q1: 37,122 shares 37,122 $391K <0.01% -1,051 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,697 shares; 2025Q1: 6,975 shares; 2025Q2: 8,920 shares; 2025Q3: 6,834 shares; 2025Q4: 7,190 shares; 2026Q1: 9,736 shares 9,736 $390K <0.01% +2,546 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 7,221 shares; 2025Q1: 8,918 shares; 2025Q2: 6,686 shares; 2025Q3: 7,284 shares; 2025Q4: 6,828 shares; 2026Q1: 7,048 shares 7,048 $390K <0.01% +220 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: 4,359 shares; 2024Q4: 4,328 shares; 2025Q1: 4,468 shares; 2025Q2: 4,547 shares; 2025Q3: 3,829 shares; 2025Q4: 3,381 shares; 2026Q1: 2,256 shares 2,256 $390K <0.01% -1,125 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: 7,444 shares; 2025Q1: 5,976 shares; 2025Q2: 5,858 shares; 2025Q3: 4,962 shares; 2025Q4: 5,329 shares; 2026Q1: 7,284 shares 7,284 $389K <0.01% +1,955 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,443 shares; 2024Q4: 45,377 shares; 2025Q1: 44,905 shares; 2025Q2: 53,337 shares; 2025Q3: 53,412 shares; 2025Q4: 36,774 shares; 2026Q1: 36,161 shares 36,161 $388K <0.01% -613 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 127 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 1,464 shares; 2025Q4: 666 shares; 2026Q1: 3,938 shares 3,938 $388K <0.01% +3,272 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,738 shares; 2024Q4: 13,748 shares; 2025Q1: 22,210 shares; 2025Q2: 21,287 shares; 2025Q3: 19,170 shares; 2025Q4: 20,383 shares; 2026Q1: 17,126 shares 17,126 $385K <0.01% -3,257 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 6,892 shares; 2025Q1: 6,717 shares; 2025Q2: 6,259 shares; 2025Q3: 8,568 shares; 2025Q4: 9,008 shares; 2026Q1: 8,605 shares 8,605 $385K <0.01% -403 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,503 shares; 2025Q1: 3,015 shares; 2025Q2: 4,766 shares; 2025Q3: 5,479 shares; 2025Q4: 5,763 shares; 2026Q1: 14,350 shares 14,350 $383K <0.01% +8,587 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,506 shares; 2024Q4: 17,386 shares; 2025Q1: 25,513 shares; 2025Q2: 18,493 shares; 2025Q3: 20,560 shares; 2025Q4: 29,971 shares; 2026Q1: 33,745 shares 33,745 $381K <0.01% +3,774 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,964 shares; 2025Q2: 12,605 shares; 2025Q3: 4,602 shares; 2025Q4: 4,364 shares; 2026Q1: 3,273 shares 3,273 $381K <0.01% -1,091 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 1,498 shares; 2025Q1: 2,339 shares; 2025Q2: 2,296 shares; 2025Q3: 1,872 shares; 2025Q4: 2,838 shares; 2026Q1: 1,855 shares 1,855 $379K <0.01% -983 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,757 shares 13,757 $379K <0.01% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,594 shares; 2025Q1: 5,240 shares; 2025Q2: 5,276 shares; 2025Q3: 5,205 shares; 2025Q4: 5,197 shares; 2026Q1: 4,649 shares 4,649 $378K <0.01% -548 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,898 shares; 2025Q1: 2,942 shares; 2025Q2: 3,017 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares 3,125 $377K <0.01% 0 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: 59,297 shares; 2024Q4: 50,086 shares; 2025Q1: 39,749 shares; 2025Q2: 22,261 shares; 2025Q3: 22,717 shares; 2025Q4: 24,989 shares; 2026Q1: 26,414 shares 26,414 $377K <0.01% +1,425 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,135 shares; 2025Q1: 1,165 shares; 2025Q2: 1,321 shares; 2025Q3: 1,249 shares; 2025Q4: 1,198 shares; 2026Q1: 1,093 shares 1,093 $374K <0.01% -105 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 131 shares; 2025Q1: 132 shares; 2025Q2: 150 shares; 2025Q3: 175 shares; 2025Q4: 179 shares; 2026Q1: 198 shares 198 $373K <0.01% +19 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,821 shares; 2024Q4: 158,672 shares; 2025Q1: 204,898 shares; 2025Q2: 197,800 shares; 2025Q3: 189,518 shares; 2025Q4: 158,888 shares; 2026Q1: 127,805 shares 127,805 $372K <0.01% -31,083 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 11,998 shares; 2025Q1: 8,832 shares; 2025Q2: 8,832 shares; 2025Q3: 9,232 shares; 2025Q4: 8,892 shares; 2026Q1: 8,327 shares 8,327 $370K <0.01% -565 Timeline IBDZ 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: 39 shares; 2025Q2: not reported; 2025Q3: 2,975 shares; 2025Q4: 7,414 shares; 2026Q1: 14,196 shares 14,196 $370K <0.01% +6,782 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,117 shares; 2024Q4: 29,919 shares; 2025Q1: 30,972 shares; 2025Q2: 26,280 shares; 2025Q3: 26,283 shares; 2025Q4: 24,986 shares; 2026Q1: 24,720 shares 24,720 $367K <0.01% -266 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 5,708 shares; 2025Q1: 6,991 shares; 2025Q2: 5,203 shares; 2025Q3: 5,905 shares; 2025Q4: 8,197 shares; 2026Q1: 7,961 shares 7,961 $367K <0.01% -236 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: 2,728 shares; 2024Q4: 6,922 shares; 2025Q1: 15,331 shares; 2025Q2: 13,905 shares; 2025Q3: 11,093 shares; 2025Q4: 11,417 shares; 2026Q1: 10,225 shares 10,225 $367K <0.01% -1,192 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 11,354 shares; 2025Q1: 11,875 shares; 2025Q2: 12,509 shares; 2025Q3: 17,492 shares; 2025Q4: 17,297 shares; 2026Q1: 16,733 shares 16,733 $366K <0.01% -564 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: 833 shares; 2024Q4: 863 shares; 2025Q1: 877 shares; 2025Q2: 835 shares; 2025Q3: 631 shares; 2025Q4: 628 shares; 2026Q1: 1,116 shares 1,116 $363K <0.01% +488 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,723 shares; 2025Q1: 3,124 shares; 2025Q2: 3,205 shares; 2025Q3: 2,535 shares; 2025Q4: 2,477 shares; 2026Q1: 2,495 shares 2,495 $361K <0.01% +18 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,652 shares; 2025Q1: 1,466 shares; 2025Q2: 975 shares; 2025Q3: 465 shares; 2025Q4: 453 shares; 2026Q1: 596 shares 596 $361K <0.01% +143 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 3,594 shares; 2025Q1: 3,256 shares; 2025Q2: 2,641 shares; 2025Q3: 2,791 shares; 2025Q4: 3,511 shares; 2026Q1: 3,474 shares 3,474 $360K <0.01% -37 Timeline ROM 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: 4,580 shares; 2024Q4: 4,655 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 5,695 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $359K <0.01% 0 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: 5,664 shares; 2024Q4: 5,908 shares; 2025Q1: 23,780 shares; 2025Q2: 24,747 shares; 2025Q3: 1,098 shares; 2025Q4: 1,626 shares; 2026Q1: 1,727 shares 1,727 $357K <0.01% +101 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,996 shares; 2025Q1: 3,866 shares; 2025Q2: 4,773 shares; 2025Q3: 5,409 shares; 2025Q4: 6,390 shares; 2026Q1: 5,847 shares 5,847 $356K <0.01% -543 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 3,967 shares; 2026Q1: 14,521 shares 14,521 $354K <0.01% +10,554 Timeline USSG 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: 9,349 shares; 2024Q4: 9,179 shares; 2025Q1: 9,198 shares; 2025Q2: 6,083 shares; 2025Q3: 5,931 shares; 2025Q4: 5,931 shares; 2026Q1: 5,931 shares 5,931 $354K <0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 1,064 shares; 2025Q2: 749 shares; 2025Q3: 6,856 shares; 2025Q4: 7,711 shares; 2026Q1: 8,951 shares 8,951 $354K <0.01% +1,240 Timeline TAN 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: 5,603 shares; 2024Q4: 5,185 shares; 2025Q1: 4,381 shares; 2025Q2: 4,341 shares; 2025Q3: 4,639 shares; 2025Q4: 6,402 shares; 2026Q1: 6,327 shares 6,327 $352K <0.01% -75 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: 6,622 shares; 2024Q4: 6,350 shares; 2025Q1: 6,978 shares; 2025Q2: 7,886 shares; 2025Q3: 7,471 shares; 2025Q4: 8,825 shares; 2026Q1: 8,285 shares 8,285 $352K <0.01% -540 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 4,229 shares; 2025Q1: 3,849 shares; 2025Q2: 16,809 shares; 2025Q3: 18,080 shares; 2025Q4: 20,001 shares; 2026Q1: 23,600 shares 23,600 $352K <0.01% +3,599 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,441 shares; 2025Q1: 2,370 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 4,212 shares; 2026Q1: 4,184 shares 4,184 $350K <0.01% -28 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 3,242 shares; 2025Q3: 407 shares; 2025Q4: 4,927 shares; 2026Q1: 9,809 shares 9,809 $350K <0.01% +4,882 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 2,302 shares; 2025Q1: 2,443 shares; 2025Q2: 2,695 shares; 2025Q3: 2,912 shares; 2025Q4: 2,484 shares; 2026Q1: 3,236 shares 3,236 $350K <0.01% +752 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 13 shares; 2025Q1: 6 shares; 2025Q2: 1,312 shares; 2025Q3: 1,314 shares; 2025Q4: 1,343 shares; 2026Q1: 1,319 shares 1,319 $350K <0.01% -24 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 2,233 shares; 2025Q1: 3,324 shares; 2025Q2: 3,545 shares; 2025Q3: 2,251 shares; 2025Q4: 2,196 shares; 2026Q1: 2,453 shares 2,453 $350K <0.01% +257 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 1,477 shares; 2025Q1: 976 shares; 2025Q2: 941 shares; 2025Q3: 852 shares; 2025Q4: 3,077 shares; 2026Q1: 2,982 shares 2,982 $349K <0.01% -95 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,799 shares 7,799 $349K <0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 11,062 shares; 2025Q1: 10,574 shares; 2025Q2: 9,286 shares; 2025Q3: 11,076 shares; 2025Q4: 21,617 shares; 2026Q1: 14,680 shares 14,680 $347K <0.01% -6,937 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 3,899 shares; 2025Q1: 3,756 shares; 2025Q2: 4,823 shares; 2025Q3: 3,894 shares; 2025Q4: 3,847 shares; 2026Q1: 4,072 shares 4,072 $345K <0.01% +225 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,426 shares; 2024Q4: 4,145 shares; 2025Q1: 3,856 shares; 2025Q2: 1,163 shares; 2025Q3: 3,174 shares; 2025Q4: 3,079 shares; 2026Q1: 8,137 shares 8,137 $343K <0.01% +5,058 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 517 shares; 2025Q1: 1,766 shares; 2025Q2: 1,484 shares; 2025Q3: 3,295 shares; 2025Q4: 4,836 shares; 2026Q1: 5,681 shares 5,681 $337K <0.01% +845 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,388 shares; 2024Q4: 51,928 shares; 2025Q1: 51,096 shares; 2025Q2: 49,682 shares; 2025Q3: 41,659 shares; 2025Q4: 40,888 shares; 2026Q1: 44,644 shares 44,644 $337K <0.01% +3,756 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,219 shares; 2025Q1: 8,219 shares; 2025Q2: 55,522 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares; 2026Q1: 8,095 shares 8,095 $335K <0.01% -17 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 6,636 shares; 2025Q4: 6,666 shares; 2026Q1: 7,039 shares 7,039 $335K <0.01% +373 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 333 shares; 2025Q1: 328 shares; 2025Q2: 303 shares; 2025Q3: 692 shares; 2025Q4: 727 shares; 2026Q1: 313 shares 313 $335K <0.01% -414 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,002 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,076 shares 12,076 $333K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,325 shares; 2025Q1: 1,273 shares; 2025Q2: 1,350 shares; 2025Q3: 1,746 shares; 2025Q4: 1,969 shares; 2026Q1: 1,818 shares 1,818 $331K <0.01% -151 Timeline IBTO 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: 7,257 shares; 2024Q4: 9,374 shares; 2025Q1: 9,517 shares; 2025Q2: 9,489 shares; 2025Q3: 9,706 shares; 2025Q4: 13,224 shares; 2026Q1: 13,581 shares 13,581 $331K <0.01% +357 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 5,980 shares; 2025Q1: 5,501 shares; 2025Q2: 5,213 shares; 2025Q3: 5,162 shares; 2025Q4: 5,500 shares; 2026Q1: 5,945 shares 5,945 $331K <0.01% +445 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,506 shares; 2025Q2: 250 shares; 2025Q3: 274 shares; 2025Q4: 413 shares; 2026Q1: 2,482 shares 2,482 $331K <0.01% +2,069 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: 2,848 shares; 2024Q4: 2,553 shares; 2025Q1: 2,888 shares; 2025Q2: 4,451 shares; 2025Q3: 4,151 shares; 2025Q4: 4,157 shares; 2026Q1: 4,679 shares 4,679 $330K <0.01% +522 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,442 shares; 2024Q4: 14,353 shares; 2025Q1: 14,797 shares; 2025Q2: 13,649 shares; 2025Q3: 11,346 shares; 2025Q4: 11,622 shares; 2026Q1: 10,942 shares 10,942 $330K <0.01% -680 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 13,846 shares; 2026Q1: 6,744 shares 6,744 $330K <0.01% -7,102 Timeline EWX 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: 4,220 shares; 2024Q4: 5,556 shares; 2025Q1: 5,096 shares; 2025Q2: 5,272 shares; 2025Q3: 4,821 shares; 2025Q4: 5,180 shares; 2026Q1: 4,981 shares 4,981 $329K <0.01% -199 Timeline IBTQ 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: 5,650 shares; 2025Q4: 8,650 shares; 2026Q1: 12,842 shares 12,842 $325K <0.01% +4,192 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,121 shares; 2024Q4: 20,656 shares; 2025Q1: 20,656 shares; 2025Q2: 14,356 shares; 2025Q3: 14,157 shares; 2025Q4: 14,310 shares; 2026Q1: 14,310 shares 14,310 $325K <0.01% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 90 shares; 2025Q1: 72 shares; 2025Q2: 692 shares; 2025Q3: 1,475 shares; 2025Q4: 3,639 shares; 2026Q1: 3,675 shares 3,675 $323K <0.01% +36 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,995 shares; 2025Q3: 4,348 shares; 2025Q4: 9,470 shares; 2026Q1: 10,555 shares 10,555 $322K <0.01% +1,085 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,199 shares 10,199 $321K <0.01% new Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,214 shares; 2025Q1: 868 shares; 2025Q2: 4,302 shares; 2025Q3: 4,374 shares; 2025Q4: 4,346 shares; 2026Q1: 4,346 shares 4,346 $320K <0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,154 shares; 2024Q4: 42,603 shares; 2025Q1: 52,581 shares; 2025Q2: 10,689 shares; 2025Q3: 11,245 shares; 2025Q4: 12,417 shares; 2026Q1: 19,241 shares 19,241 $319K <0.01% +6,824 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,225 shares; 2024Q4: 13,449 shares; 2025Q1: 13,385 shares; 2025Q2: 13,731 shares; 2025Q3: 9,765 shares; 2025Q4: 9,810 shares; 2026Q1: 9,812 shares 9,812 $318K <0.01% +2 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,783 shares; 2024Q4: 50,114 shares; 2025Q1: 57,612 shares; 2025Q2: 52,372 shares; 2025Q3: 54,189 shares; 2025Q4: 42,944 shares; 2026Q1: 44,729 shares 44,729 $317K <0.01% +1,785 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,685 shares 6,685 $317K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 428 shares; 2025Q1: 420 shares; 2025Q2: 590 shares; 2025Q3: 3,450 shares; 2025Q4: 3,823 shares; 2026Q1: 3,823 shares 3,823 $317K <0.01% 0 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 733 shares; 2025Q1: 710 shares; 2025Q2: 9,033 shares; 2025Q3: 5,057 shares; 2025Q4: 7,938 shares; 2026Q1: 6,050 shares 6,050 $313K <0.01% -1,888 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,420 shares; 2024Q4: 15,420 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 9,051 shares; 2026Q1: 9,051 shares 9,051 $313K <0.01% 0 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: 4,103 shares; 2026Q1: 4,061 shares 4,061 $309K <0.01% -42 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: 8,361 shares; 2024Q4: 7,681 shares; 2025Q1: 4,659 shares; 2025Q2: 4,399 shares; 2025Q3: 4,035 shares; 2025Q4: 2,569 shares; 2026Q1: 2,800 shares 2,800 $309K <0.01% +231 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 922 shares; 2025Q1: 913 shares; 2025Q2: 1,111 shares; 2025Q3: 1,429 shares; 2025Q4: 1,536 shares; 2026Q1: 1,862 shares 1,862 $307K <0.01% +326 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 2,886 shares; 2025Q1: 2,688 shares; 2025Q2: 3,594 shares; 2025Q3: 3,913 shares; 2025Q4: 3,583 shares; 2026Q1: 6,111 shares 6,111 $305K <0.01% +2,528 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 476 shares; 2025Q1: 525 shares; 2025Q2: 496 shares; 2025Q3: 567 shares; 2025Q4: 581 shares; 2026Q1: 916 shares 916 $303K <0.01% +335 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: 634 shares; 2025Q3: 636 shares; 2025Q4: 4,378 shares; 2026Q1: 3,536 shares 3,536 $303K <0.01% -842 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,982 shares; 2024Q4: 45,012 shares; 2025Q1: 48,211 shares; 2025Q2: 55,643 shares; 2025Q3: 34,964 shares; 2025Q4: 32,024 shares; 2026Q1: 52,143 shares 52,143 $302K <0.01% +20,119 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 399 shares; 2025Q1: 372 shares; 2025Q2: 441 shares; 2025Q3: 493 shares; 2025Q4: 548 shares; 2026Q1: 1,012 shares 1,012 $301K <0.01% +464 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 770 shares; 2025Q2: 763 shares; 2025Q3: 749 shares; 2025Q4: 804 shares; 2026Q1: 880 shares 880 $301K <0.01% +76 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 270 shares; 2025Q1: 532 shares; 2025Q2: 626 shares; 2025Q3: 950 shares; 2025Q4: 1,260 shares; 2026Q1: 1,423 shares 1,423 $300K <0.01% +163 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: 110 shares; 2024Q4: 127 shares; 2025Q1: 233 shares; 2025Q2: 158 shares; 2025Q3: 159 shares; 2025Q4: 1,416 shares; 2026Q1: 1,500 shares 1,500 $300K <0.01% +84 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 17,671 shares; 2025Q1: 22,516 shares; 2025Q2: 22,374 shares; 2025Q3: 22,374 shares; 2025Q4: 31,766 shares; 2026Q1: 21,732 shares 21,732 $300K <0.01% -10,034 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 13,251 shares; 2025Q1: 8,664 shares; 2025Q2: 4,529 shares; 2025Q3: 4,566 shares; 2025Q4: 4,506 shares; 2026Q1: 4,458 shares 4,458 $299K <0.01% -48 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 6,537 shares; 2025Q1: 5,832 shares; 2025Q2: 6,920 shares; 2025Q3: 6,801 shares; 2025Q4: 5,735 shares; 2026Q1: 7,682 shares 7,682 $299K <0.01% +1,947 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: 1,516 shares; 2024Q4: not reported; 2025Q1: 40,336 shares; 2025Q2: 46,900 shares; 2025Q3: 49,058 shares; 2025Q4: 3,900 shares; 2026Q1: 7,759 shares 7,759 $298K <0.01% +3,859 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 10,743 shares; 2025Q1: 8,351 shares; 2025Q2: 6,851 shares; 2025Q3: 5,659 shares; 2025Q4: 5,019 shares; 2026Q1: 4,810 shares 4,810 $295K <0.01% -209 Timeline CSB 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: 5,615 shares; 2024Q4: 3,860 shares; 2025Q1: 3,753 shares; 2025Q2: 3,524 shares; 2025Q3: 3,902 shares; 2025Q4: 4,639 shares; 2026Q1: 4,779 shares 4,779 $295K <0.01% +140 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 600 shares; 2025Q1: 3,148 shares; 2025Q2: 4,985 shares; 2025Q3: 5,186 shares; 2025Q4: 6,888 shares; 2026Q1: 7,869 shares 7,869 $295K <0.01% +981 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 6,408 shares; 2025Q1: 2,540 shares; 2025Q2: 2,291 shares; 2025Q3: 2,107 shares; 2025Q4: 2,791 shares; 2026Q1: 2,141 shares 2,141 $293K <0.01% -650 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,250 shares; 2025Q1: 2,194 shares; 2025Q2: 2,131 shares; 2025Q3: 2,239 shares; 2025Q4: 2,318 shares; 2026Q1: 2,040 shares 2,040 $293K <0.01% -278 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,662 shares; 2025Q1: 1,649 shares; 2025Q2: 4,672 shares; 2025Q3: 1,590 shares; 2025Q4: 5,047 shares; 2026Q1: 2,366 shares 2,366 $292K <0.01% -2,681 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 5,473 shares; 2025Q1: 3,722 shares; 2025Q2: 2,013 shares; 2025Q3: 42,213 shares; 2025Q4: 40,429 shares; 2026Q1: 43,913 shares 43,913 $291K <0.01% +3,484 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,262 shares; 2024Q4: 16,169 shares; 2025Q1: 15,192 shares; 2025Q2: 15,007 shares; 2025Q3: 15,093 shares; 2025Q4: 15,003 shares; 2026Q1: 14,728 shares 14,728 $291K <0.01% -275 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 534 shares; 2026Q1: 5,698 shares 5,698 $291K <0.01% +5,164 Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,019 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $291K <0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,980 shares; 2024Q4: 15,445 shares; 2025Q1: 15,381 shares; 2025Q2: 15,377 shares; 2025Q3: 15,435 shares; 2025Q4: 19,185 shares; 2026Q1: 21,438 shares 21,438 $291K <0.01% +2,253 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: 5,718 shares; 2024Q4: 6,342 shares; 2025Q1: 7,227 shares; 2025Q2: 6,732 shares; 2025Q3: 9,527 shares; 2025Q4: 9,149 shares; 2026Q1: 9,679 shares 9,679 $290K <0.01% +530 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: 36,872 shares; 2024Q4: 32,912 shares; 2025Q1: 26,850 shares; 2025Q2: 24,160 shares; 2025Q3: 24,636 shares; 2025Q4: 22,010 shares; 2026Q1: 21,455 shares 21,455 $290K <0.01% -555 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: 1,585 shares; 2024Q4: 1,289 shares; 2025Q1: 1,302 shares; 2025Q2: 2,345 shares; 2025Q3: 2,528 shares; 2025Q4: 2,565 shares; 2026Q1: 2,079 shares 2,079 $289K <0.01% -486 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: 20,386 shares; 2024Q4: 18,816 shares; 2025Q1: 207,843 shares; 2025Q2: 20,678 shares; 2025Q3: 18,482 shares; 2025Q4: 20,654 shares; 2026Q1: 28,640 shares 28,640 $287K <0.01% +7,986 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,536 shares; 2025Q1: 1,206 shares; 2025Q2: 1,038 shares; 2025Q3: 1,532 shares; 2025Q4: 1,517 shares; 2026Q1: 1,671 shares 1,671 $286K <0.01% +154 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 4,943 shares; 2025Q1: 1,671 shares; 2025Q2: 1,568 shares; 2025Q3: 1,734 shares; 2025Q4: 1,771 shares; 2026Q1: 1,584 shares 1,584 $286K <0.01% -187 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,056 shares; 2024Q4: 37,144 shares; 2025Q1: 39,244 shares; 2025Q2: 32,316 shares; 2025Q3: 33,423 shares; 2025Q4: 32,322 shares; 2026Q1: 32,607 shares 32,607 $286K <0.01% +285 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 1,732 shares; 2025Q1: 1,669 shares; 2025Q2: 1,722 shares; 2025Q3: 1,724 shares; 2025Q4: 8,967 shares; 2026Q1: 1,839 shares 1,839 $283K <0.01% -7,128 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,075 shares; 2025Q4: 2,140 shares; 2026Q1: 16,832 shares 16,832 $282K <0.01% +14,692 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 378 shares; 2025Q4: 882 shares; 2026Q1: 6,989 shares 6,989 $279K <0.01% +6,107 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,811 shares; 2024Q4: 13,690 shares; 2025Q1: 9,071 shares; 2025Q2: 7,140 shares; 2025Q3: 9,396 shares; 2025Q4: 8,875 shares; 2026Q1: 12,100 shares 12,100 $279K <0.01% +3,225 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 790 shares; 2025Q1: 800 shares; 2025Q2: 797 shares; 2025Q3: 796 shares; 2025Q4: 1,037 shares; 2026Q1: 1,113 shares 1,113 $277K <0.01% +76 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,725 shares; 2025Q3: 46,671 shares; 2025Q4: 48,965 shares; 2026Q1: 4,921 shares 4,921 $277K <0.01% -44,044 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 2,400 shares; 2025Q1: 3,116 shares; 2025Q2: 4,003 shares; 2025Q3: 3,729 shares; 2025Q4: 3,344 shares; 2026Q1: 2,288 shares 2,288 $277K <0.01% -1,056 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 28,750 shares; 2025Q1: 28,292 shares; 2025Q2: 28,456 shares; 2025Q3: 28,425 shares; 2025Q4: 29,290 shares; 2026Q1: 29,260 shares 29,260 $277K <0.01% -30 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 4,513 shares; 2025Q1: 510 shares; 2025Q2: 160 shares; 2025Q3: 461 shares; 2025Q4: 2,957 shares; 2026Q1: 5,120 shares 5,120 $276K <0.01% +2,163 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,523 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,874 shares; 2025Q4: 2,931 shares; 2026Q1: 2,932 shares 2,932 $276K <0.01% +1 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,874 shares 4,874 $275K <0.01% new Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 437 shares; 2025Q3: 3,293 shares; 2025Q4: 3,577 shares; 2026Q1: 4,012 shares 4,012 $275K <0.01% +435 Timeline IBCA 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: 5,992 shares; 2025Q4: 10,718 shares; 2026Q1: 10,718 shares 10,718 $275K <0.01% 0 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: 1,204 shares; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 1,167 shares; 2025Q3: 1,186 shares; 2025Q4: 822 shares; 2026Q1: 955 shares 955 $274K <0.01% +133 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 483 shares; 2025Q3: 881 shares; 2025Q4: 3,071 shares; 2026Q1: 9,385 shares 9,385 $272K <0.01% +6,314 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,220 shares; 2025Q1: 2,349 shares; 2025Q2: 2,434 shares; 2025Q3: 2,286 shares; 2025Q4: 5,130 shares; 2026Q1: 5,802 shares 5,802 $272K <0.01% +672 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 977 shares; 2025Q1: 1,318 shares; 2025Q2: 2,156 shares; 2025Q3: 2,104 shares; 2025Q4: 3,234 shares; 2026Q1: 5,159 shares 5,159 $272K <0.01% +1,925 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 21,560 shares; 2025Q1: 25,025 shares; 2025Q2: 35,792 shares; 2025Q3: 30,790 shares; 2025Q4: 51,901 shares; 2026Q1: 74,117 shares 74,117 $271K <0.01% +22,216 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,634 shares; 2025Q1: 9,724 shares; 2025Q2: 8,110 shares; 2025Q3: 8,110 shares; 2025Q4: 8,110 shares; 2026Q1: 8,196 shares 8,196 $271K <0.01% +86 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,242 shares; 2025Q2: 7,003 shares; 2025Q3: 7,003 shares; 2025Q4: 7,003 shares; 2026Q1: 25,439 shares 25,439 $270K <0.01% +18,436 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,283 shares; 2024Q4: 12,150 shares; 2025Q1: 7,162 shares; 2025Q2: 11,623 shares; 2025Q3: 10,742 shares; 2025Q4: 10,360 shares; 2026Q1: 10,649 shares 10,649 $269K <0.01% +289 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,981 shares; 2025Q1: 2,918 shares; 2025Q2: 3,486 shares; 2025Q3: 3,598 shares; 2025Q4: 3,748 shares; 2026Q1: 7,565 shares 7,565 $268K <0.01% +3,817 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 498 shares; 2025Q1: 348 shares; 2025Q2: 388 shares; 2025Q3: 567 shares; 2025Q4: 2,051 shares; 2026Q1: 6,157 shares 6,157 $266K <0.01% +4,106 Timeline IBTP 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: 2,698 shares; 2024Q4: 3,070 shares; 2025Q1: 6,070 shares; 2025Q2: 7,070 shares; 2025Q3: 9,895 shares; 2025Q4: 9,895 shares; 2026Q1: 10,350 shares 10,350 $265K <0.01% +455 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 137 shares; 2025Q1: 690 shares; 2025Q2: 93 shares; 2025Q3: 2,881 shares; 2025Q4: 14,175 shares; 2026Q1: 8,064 shares 8,064 $264K <0.01% -6,111 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 1,844 shares; 2025Q1: 3,562 shares; 2025Q2: 2,289 shares; 2025Q3: 2,905 shares; 2025Q4: 5,905 shares; 2026Q1: 3,256 shares 3,256 $264K <0.01% -2,649 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,098 shares; 2025Q1: 3,934 shares; 2025Q2: 4,169 shares; 2025Q3: 4,976 shares; 2025Q4: 5,358 shares; 2026Q1: 4,032 shares 4,032 $263K <0.01% -1,326 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,529 shares; 2024Q4: 79,296 shares; 2025Q1: 85,935 shares; 2025Q2: 92,577 shares; 2025Q3: 19,380 shares; 2025Q4: 7,085 shares; 2026Q1: 6,108 shares 6,108 $263K <0.01% -977 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 2,189 shares; 2025Q1: 1,646 shares; 2025Q2: 3,300 shares; 2025Q3: 2,377 shares; 2025Q4: 2,695 shares; 2026Q1: 2,370 shares 2,370 $259K <0.01% -325 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 1,286 shares; 2025Q1: 1,081 shares; 2025Q2: 1,191 shares; 2025Q3: 1,329 shares; 2025Q4: 1,283 shares; 2026Q1: 1,267 shares 1,267 $259K <0.01% -16 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 14,841 shares; 2025Q1: 12,097 shares; 2025Q2: 15,836 shares; 2025Q3: 12,857 shares; 2025Q4: 12,107 shares; 2026Q1: 12,994 shares 12,994 $259K <0.01% +887 Timeline CNYA 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: 250 shares; 2025Q3: 250 shares; 2025Q4: 7,741 shares; 2026Q1: 7,568 shares 7,568 $259K <0.01% -173 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,058 shares; 2025Q1: 781 shares; 2025Q2: 796 shares; 2025Q3: 820 shares; 2025Q4: 828 shares; 2026Q1: 1,275 shares 1,275 $258K <0.01% +447 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,149 shares; 2024Q4: 49,394 shares; 2025Q1: 49,526 shares; 2025Q2: 49,696 shares; 2025Q3: 50,590 shares; 2025Q4: 50,234 shares; 2026Q1: 50,563 shares 50,563 $258K <0.01% +329 Timeline CAAS CHINA AUTOMOTIVE SYS INC More: the full row for CHINA AUTOMOTIVE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,370 shares; 2025Q4: 61,370 shares; 2026Q1: 61,370 shares 61,370 $258K <0.01% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,599 shares; 2025Q1: 2,281 shares; 2025Q2: 2,278 shares; 2025Q3: 2,357 shares; 2025Q4: 2,256 shares; 2026Q1: 3,466 shares 3,466 $256K <0.01% +1,210 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 778 shares; 2025Q1: 988 shares; 2025Q2: 1,159 shares; 2025Q3: 4,144 shares; 2025Q4: 4,826 shares; 2026Q1: 5,118 shares 5,118 $256K <0.01% +292 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 6,213 shares; 2025Q1: 5,275 shares; 2025Q2: 6,820 shares; 2025Q3: 9,801 shares; 2025Q4: 9,192 shares; 2026Q1: 7,691 shares 7,691 $255K <0.01% -1,501 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 894 shares; 2025Q2: 3,364 shares; 2025Q3: 4,940 shares; 2025Q4: 7,087 shares; 2026Q1: 7,736 shares 7,736 $255K <0.01% +649 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,729 shares; 2024Q4: 8,292 shares; 2025Q1: 8,816 shares; 2025Q2: 9,036 shares; 2025Q3: 10,871 shares; 2025Q4: 13,210 shares; 2026Q1: 16,912 shares 16,912 $255K <0.01% +3,702 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,978 shares; 2025Q1: 5,172 shares; 2025Q2: 3,050 shares; 2025Q3: 4,506 shares; 2025Q4: 6,573 shares; 2026Q1: 7,299 shares 7,299 $254K <0.01% +726 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427,587 shares; 2024Q4: 1,342,872 shares; 2025Q1: 84,322 shares; 2025Q2: 33,137 shares; 2025Q3: 25,808 shares; 2025Q4: 26,730 shares; 2026Q1: 16,922 shares 16,922 $254K <0.01% -9,808 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 652 shares; 2025Q1: 498 shares; 2025Q2: 786 shares; 2025Q3: 1,214 shares; 2025Q4: 2,768 shares; 2026Q1: 3,136 shares 3,136 $254K <0.01% +368 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,442 shares; 2024Q4: 21,178 shares; 2025Q1: 51,125 shares; 2025Q2: 24,263 shares; 2025Q3: 21,024 shares; 2025Q4: 22,786 shares; 2026Q1: 36,371 shares 36,371 $253K <0.01% +13,585 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 5,335 shares; 2026Q1: 6,747 shares 6,747 $252K <0.01% +1,412 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,035 shares; 2025Q4: not reported; 2026Q1: 3,311 shares 3,311 $250K <0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 6,339 shares; 2025Q1: 6,853 shares; 2025Q2: 9,172 shares; 2025Q3: 9,172 shares; 2025Q4: 9,172 shares; 2026Q1: 9,184 shares 9,184 $250K <0.01% +12 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,092 shares; 2025Q1: 3,413 shares; 2025Q2: 3,450 shares; 2025Q3: 2,674 shares; 2025Q4: 2,813 shares; 2026Q1: 2,950 shares 2,950 $250K <0.01% +137 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,883 shares; 2024Q4: 26,649 shares; 2025Q1: 13,799 shares; 2025Q2: 13,363 shares; 2025Q3: 14,425 shares; 2025Q4: 11,837 shares; 2026Q1: 14,628 shares 14,628 $249K <0.01% +2,791 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 8,002 shares; 2025Q1: 5,970 shares; 2025Q2: 5,381 shares; 2025Q3: 5,473 shares; 2025Q4: 6,214 shares; 2026Q1: 7,172 shares 7,172 $248K <0.01% +958 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: 1,128 shares; 2024Q4: 3,714 shares; 2025Q1: 4,176 shares; 2025Q2: 3,438 shares; 2025Q3: 3,205 shares; 2025Q4: 2,836 shares; 2026Q1: 3,810 shares 3,810 $247K <0.01% +974 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,066 shares; 2024Q4: 8,208 shares; 2025Q1: 8,283 shares; 2025Q2: 10,838 shares; 2025Q3: 8,816 shares; 2025Q4: 7,641 shares; 2026Q1: 8,010 shares 8,010 $247K <0.01% +369 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 7,283 shares; 2025Q1: 6,978 shares; 2025Q2: 5,917 shares; 2025Q3: 5,153 shares; 2025Q4: 4,624 shares; 2026Q1: 3,843 shares 3,843 $247K <0.01% -781 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: 1,451 shares; 2024Q4: 1,391 shares; 2025Q1: 1,298 shares; 2025Q2: 1,534 shares; 2025Q3: 1,522 shares; 2025Q4: 1,712 shares; 2026Q1: 1,881 shares 1,881 $247K <0.01% +169 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 8,780 shares; 2025Q1: 12,334 shares; 2025Q2: 12,327 shares; 2025Q3: 13,400 shares; 2025Q4: 34,988 shares; 2026Q1: 13,675 shares 13,675 $246K <0.01% -21,313 Timeline BUFR 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: 547 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 2,320 shares; 2025Q4: 3,917 shares; 2026Q1: 7,216 shares 7,216 $244K <0.01% +3,299 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,635 shares; 2025Q2: 9,114 shares; 2025Q3: 10,094 shares; 2025Q4: 10,515 shares; 2026Q1: 8,409 shares 8,409 $243K <0.01% -2,106 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 4,910 shares; 2025Q1: 4,635 shares; 2025Q2: 3,193 shares; 2025Q3: 3,012 shares; 2025Q4: 4,053 shares; 2026Q1: 3,293 shares 3,293 $243K <0.01% -760 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,106 shares; 2024Q4: 12,414 shares; 2025Q1: 12,574 shares; 2025Q2: 12,834 shares; 2025Q3: 19,254 shares; 2025Q4: 19,584 shares; 2026Q1: 19,754 shares 19,754 $243K <0.01% +170 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 2,042 shares; 2026Q1: 3,744 shares 3,744 $242K <0.01% +1,702 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,315 shares; 2024Q4: 19,315 shares; 2025Q1: 19,315 shares; 2025Q2: 24,264 shares; 2025Q3: 24,722 shares; 2025Q4: 26,339 shares; 2026Q1: 24,439 shares 24,439 $241K <0.01% -1,900 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,030 shares; 2025Q1: 1,018 shares; 2025Q2: 904 shares; 2025Q3: 853 shares; 2025Q4: 1,389 shares; 2026Q1: 1,469 shares 1,469 $241K <0.01% +80 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,642 shares; 2025Q1: 8,510 shares; 2025Q2: 5,036 shares; 2025Q3: 5,026 shares; 2025Q4: 4,427 shares; 2026Q1: 6,477 shares 6,477 $241K <0.01% +2,050 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: 17,619 shares; 2024Q4: 326 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 663 shares; 2026Q1: 2,262 shares 2,262 $240K <0.01% +1,599 Timeline MSMR 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: 6,961 shares 6,961 $240K <0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,442 shares; 2024Q4: 6,092 shares; 2025Q1: 5,860 shares; 2025Q2: 10,077 shares; 2025Q3: 7,804 shares; 2025Q4: 11,155 shares; 2026Q1: 10,680 shares 10,680 $240K <0.01% -475 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,896 shares; 2024Q4: 97,683 shares; 2025Q1: 88,890 shares; 2025Q2: 87,057 shares; 2025Q3: 60,290 shares; 2025Q4: 61,538 shares; 2026Q1: 51,593 shares 51,593 $239K <0.01% -9,945 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,700 shares; 2025Q1: 5,823 shares; 2025Q2: 5,673 shares; 2025Q3: 5,328 shares; 2025Q4: 5,210 shares; 2026Q1: 5,612 shares 5,612 $237K <0.01% +402 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,315 shares; 2024Q4: 111,531 shares; 2025Q1: 92,187 shares; 2025Q2: 91,087 shares; 2025Q3: 59,787 shares; 2025Q4: 43,863 shares; 2026Q1: 43,863 shares 43,863 $236K <0.01% 0 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: 3,469 shares; 2024Q4: 5,022 shares; 2025Q1: 3,968 shares; 2025Q2: 4,446 shares; 2025Q3: 1,777 shares; 2025Q4: 4,938 shares; 2026Q1: 5,620 shares 5,620 $236K <0.01% +682 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: 501 shares; 2024Q4: 656 shares; 2025Q1: 276 shares; 2025Q2: 3,853 shares; 2025Q3: 4,145 shares; 2025Q4: 4,246 shares; 2026Q1: 4,323 shares 4,323 $236K <0.01% +77 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: 5,238 shares; 2024Q4: 5,238 shares; 2025Q1: 5,338 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 5,111 shares; 2026Q1: 10,545 shares 10,545 $235K <0.01% +5,434 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: 13,048 shares; 2024Q4: 13,151 shares; 2025Q1: 16,939 shares; 2025Q2: 14,557 shares; 2025Q3: 14,712 shares; 2025Q4: 18,957 shares; 2026Q1: 16,339 shares 16,339 $235K <0.01% -2,618 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,513 shares; 2024Q4: 75,213 shares; 2025Q1: 72,313 shares; 2025Q2: 72,313 shares; 2025Q3: 47,500 shares; 2025Q4: 38,779 shares; 2026Q1: 37,979 shares 37,979 $233K <0.01% -800 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 4,862 shares; 2025Q1: 4,842 shares; 2025Q2: 6,000 shares; 2025Q3: 6,001 shares; 2025Q4: 5,124 shares; 2026Q1: 5,339 shares 5,339 $233K <0.01% +215 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 2,241 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 9,574 shares 9,574 $232K <0.01% +7,880 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,264 shares; 2025Q1: 1,551 shares; 2025Q2: 1,470 shares; 2025Q3: 1,588 shares; 2025Q4: 6,503 shares; 2026Q1: 4,088 shares 4,088 $232K <0.01% -2,415 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: 342 shares; 2024Q4: 903 shares; 2025Q1: 773 shares; 2025Q2: 4,928 shares; 2025Q3: 8,958 shares; 2025Q4: 12,831 shares; 2026Q1: 10,693 shares 10,693 $232K <0.01% -2,138 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 272 shares; 2025Q1: 181 shares; 2025Q2: 1,736 shares; 2025Q3: 1,794 shares; 2025Q4: 1,549 shares; 2026Q1: 1,294 shares 1,294 $232K <0.01% -255 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 13,027 shares; 2025Q1: 13,230 shares; 2025Q2: 13,297 shares; 2025Q3: 13,419 shares; 2025Q4: 13,687 shares; 2026Q1: 13,840 shares 13,840 $231K <0.01% +153 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,722 shares; 2025Q1: 3,410 shares; 2025Q2: 3,428 shares; 2025Q3: 3,417 shares; 2025Q4: 3,377 shares; 2026Q1: 3,377 shares 3,377 $231K <0.01% 0 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to 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: 15,969 shares; 2026Q1: 5,870 shares 5,870 $230K <0.01% -10,099 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,207 shares; 2025Q1: 1,083 shares; 2025Q2: 1,230 shares; 2025Q3: 1,196 shares; 2025Q4: 1,364 shares; 2026Q1: 1,065 shares 1,065 $230K <0.01% -299 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 503 shares; 2025Q1: 602 shares; 2025Q2: 483 shares; 2025Q3: 856 shares; 2025Q4: 1,327 shares; 2026Q1: 1,958 shares 1,958 $230K <0.01% +631 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,227 shares; 2025Q1: 2,006 shares; 2025Q2: 2,058 shares; 2025Q3: 2,006 shares; 2025Q4: 1,900 shares; 2026Q1: 1,784 shares 1,784 $229K <0.01% -116 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 403 shares; 2025Q1: 446 shares; 2025Q2: 241 shares; 2025Q3: 6,343 shares; 2025Q4: 9,835 shares; 2026Q1: 9,548 shares 9,548 $228K <0.01% -287 Timeline JBND 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: 514 shares; 2024Q4: not reported; 2025Q1: 1,531 shares; 2025Q2: 503 shares; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 4,244 shares 4,244 $228K <0.01% +4,149 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: 1,828 shares; 2024Q4: 2,493 shares; 2025Q1: 3,606 shares; 2025Q2: 3,885 shares; 2025Q3: 3,671 shares; 2025Q4: 4,086 shares; 2026Q1: 2,580 shares 2,580 $228K <0.01% -1,506 Timeline CQQQ 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: 4,494 shares; 2024Q4: 4,717 shares; 2025Q1: 9,352 shares; 2025Q2: 4,273 shares; 2025Q3: 5,499 shares; 2025Q4: 5,152 shares; 2026Q1: 4,955 shares 4,955 $228K <0.01% -197 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 3,068 shares 3,068 $228K <0.01% +2,753 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,099 shares; 2025Q1: 1,968 shares; 2025Q2: 1,970 shares; 2025Q3: 1,931 shares; 2025Q4: 1,801 shares; 2026Q1: 2,035 shares 2,035 $228K <0.01% +234 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 382 shares; 2025Q1: 412 shares; 2025Q2: 349 shares; 2025Q3: 405 shares; 2025Q4: 415 shares; 2026Q1: 472 shares 472 $227K <0.01% +57 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 3,016 shares; 2025Q1: 2,039 shares; 2025Q2: 2,296 shares; 2025Q3: 3,153 shares; 2025Q4: 7,844 shares; 2026Q1: 3,876 shares 3,876 $226K <0.01% -3,968 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 722 shares; 2026Q1: 5,324 shares 5,324 $226K <0.01% +4,602 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 388 shares; 2025Q1: 358 shares; 2025Q2: 380 shares; 2025Q3: 465 shares; 2025Q4: 697 shares; 2026Q1: 416 shares 416 $226K <0.01% -281 Timeline IBDY 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 shares; 2025Q2: not reported; 2025Q3: 1,430 shares; 2025Q4: 5,049 shares; 2026Q1: 8,737 shares 8,737 $226K <0.01% +3,688 Timeline QVML 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: 4,096 shares; 2025Q2: 4,256 shares; 2025Q3: 5,219 shares; 2025Q4: 5,216 shares; 2026Q1: 5,890 shares 5,890 $225K <0.01% +674 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 343 shares; 2025Q1: 373 shares; 2025Q2: 443 shares; 2025Q3: 438 shares; 2025Q4: 375 shares; 2026Q1: 379 shares 379 $225K <0.01% +4 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,499 shares; 2024Q4: 12,606 shares; 2025Q1: 29,228 shares; 2025Q2: 28,212 shares; 2025Q3: 11,973 shares; 2025Q4: 9,580 shares; 2026Q1: 32,335 shares 32,335 $224K <0.01% +22,755 Timeline BNDW 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 501 shares; 2025Q3: 1,208 shares; 2025Q4: 1,478 shares; 2026Q1: 3,275 shares 3,275 $224K <0.01% +1,797 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,678 shares; 2025Q1: 5,303 shares; 2025Q2: 5,303 shares; 2025Q3: 5,303 shares; 2025Q4: 5,427 shares; 2026Q1: 5,350 shares 5,350 $224K <0.01% -77 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,228 shares; 2025Q1: 2,153 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,871 shares; 2026Q1: 3,121 shares 3,121 $222K <0.01% +250 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,264 shares; 2025Q1: 1,275 shares; 2025Q2: 1,437 shares; 2025Q3: 1,539 shares; 2025Q4: 2,834 shares; 2026Q1: 2,937 shares 2,937 $222K <0.01% +103 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,017 shares; 2025Q1: 4,100 shares; 2025Q2: 4,559 shares; 2025Q3: 4,514 shares; 2025Q4: 2,789 shares; 2026Q1: 4,108 shares 4,108 $222K <0.01% +1,319 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,306 shares; 2025Q1: 4,476 shares; 2025Q2: 4,457 shares; 2025Q3: 4,457 shares; 2025Q4: 4,457 shares; 2026Q1: 4,193 shares 4,193 $221K <0.01% -264 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,739 shares; 2025Q1: 2,344 shares; 2025Q2: 5,449 shares; 2025Q3: 5,004 shares; 2025Q4: 5,266 shares; 2026Q1: 3,198 shares 3,198 $221K <0.01% -2,068 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,747 shares; 2024Q4: 16,155 shares; 2025Q1: 15,271 shares; 2025Q2: 15,234 shares; 2025Q3: 15,390 shares; 2025Q4: 15,007 shares; 2026Q1: 15,325 shares 15,325 $221K <0.01% +318 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,583 shares; 2025Q1: 2,586 shares; 2025Q2: 3,117 shares; 2025Q3: 3,011 shares; 2025Q4: 3,295 shares; 2026Q1: 3,241 shares 3,241 $221K <0.01% -54 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,788 shares; 2025Q3: 25,166 shares; 2025Q4: 41,622 shares; 2026Q1: 38,762 shares 38,762 $220K <0.01% -2,860 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 620 shares; 2025Q1: 4,549 shares; 2025Q2: 5,002 shares; 2025Q3: 4,145 shares; 2025Q4: 4,143 shares; 2026Q1: 3,993 shares 3,993 $219K <0.01% -150 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,900 shares; 2025Q1: 3,087 shares; 2025Q2: 2,744 shares; 2025Q3: 3,151 shares; 2025Q4: 3,221 shares; 2026Q1: 3,162 shares 3,162 $219K <0.01% -59 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,761 shares; 2026Q1: 18,972 shares 18,972 $219K <0.01% +8,211 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,571 shares; 2025Q3: 5,877 shares; 2025Q4: 5,571 shares; 2026Q1: 6,425 shares 6,425 $218K <0.01% +854 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,405 shares; 2026Q1: 27,918 shares 27,918 $218K <0.01% -7,487 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 4,372 shares; 2025Q1: 1,000 shares; 2025Q2: 1,273 shares; 2025Q3: 6,000 shares; 2025Q4: 29,619 shares; 2026Q1: 19,625 shares 19,625 $217K <0.01% -9,994 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 5,277 shares; 2025Q1: 5,277 shares; 2025Q2: 5,277 shares; 2025Q3: 5,304 shares; 2025Q4: 2,681 shares; 2026Q1: 6,839 shares 6,839 $217K <0.01% +4,158 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 7,864 shares; 2025Q1: 7,864 shares; 2025Q2: 9,639 shares; 2025Q3: 9,639 shares; 2025Q4: 12,918 shares; 2026Q1: 12,550 shares 12,550 $215K <0.01% -368 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 10,504 shares; 2025Q1: 1,148 shares; 2025Q2: 1,033 shares; 2025Q3: 952 shares; 2025Q4: 944 shares; 2026Q1: 858 shares 858 $214K <0.01% -86 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 1,727 shares; 2025Q3: 1,469 shares; 2025Q4: 1,370 shares; 2026Q1: 1,344 shares 1,344 $214K <0.01% -26 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,877 shares; 2025Q1: 14,865 shares; 2025Q2: 14,785 shares; 2025Q3: 14,279 shares; 2025Q4: 14,304 shares; 2026Q1: 14,286 shares 14,286 $214K <0.01% -18 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 175 shares; 2025Q1: 198 shares; 2025Q2: 192 shares; 2025Q3: 117 shares; 2025Q4: 91 shares; 2026Q1: 333 shares 333 $213K <0.01% +242 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 3,050 shares; 2025Q1: 3,048 shares; 2025Q2: 3,023 shares; 2025Q3: 2,997 shares; 2025Q4: 3,024 shares; 2026Q1: 3,026 shares 3,026 $213K <0.01% +2 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: 183 shares; 2024Q4: 1,609 shares; 2025Q1: 354 shares; 2025Q2: 711 shares; 2025Q3: 840 shares; 2025Q4: 618 shares; 2026Q1: 6,668 shares 6,668 $212K <0.01% +6,050 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: 1,156 shares; 2024Q4: 1,520 shares; 2025Q1: 1,357 shares; 2025Q2: 3,612 shares; 2025Q3: 3,564 shares; 2025Q4: 3,174 shares; 2026Q1: 3,565 shares 3,565 $211K <0.01% +391 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,063 shares; 2025Q1: 9,105 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares 4,115 $210K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 12,363 shares; 2025Q1: 18,441 shares; 2025Q2: 20,144 shares; 2025Q3: 21,718 shares; 2025Q4: 26,535 shares; 2026Q1: 34,842 shares 34,842 $210K <0.01% +8,307 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 2,088 shares; 2025Q1: 1,877 shares; 2025Q2: 1,893 shares; 2025Q3: 1,500 shares; 2025Q4: 1,707 shares; 2026Q1: 2,708 shares 2,708 $210K <0.01% +1,001 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 287 shares; 2025Q4: 1,401 shares; 2026Q1: 5,823 shares 5,823 $208K <0.01% +4,422 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 9,634 shares; 2025Q1: 9,580 shares; 2025Q2: 10,546 shares; 2025Q3: 11,789 shares; 2025Q4: 11,789 shares; 2026Q1: 9,683 shares 9,683 $207K <0.01% -2,106 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 858 shares; 2025Q1: 2,145 shares; 2025Q2: 1,891 shares; 2025Q3: 1,999 shares; 2025Q4: 1,842 shares; 2026Q1: 2,256 shares 2,256 $207K <0.01% +414 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 26,365 shares; 2025Q1: 26,365 shares; 2025Q2: 24,942 shares; 2025Q3: 13,899 shares; 2025Q4: 13,732 shares; 2026Q1: 20,110 shares 20,110 $206K <0.01% +6,378 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 125 shares; 2025Q4: 50 shares; 2026Q1: 5,584 shares 5,584 $206K <0.01% +5,534 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 4,477 shares; 2025Q2: 1,250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,228 shares 8,228 $206K <0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,855 shares; 2025Q1: 8,753 shares; 2025Q2: 5,913 shares; 2025Q3: 12,277 shares; 2025Q4: 8,714 shares; 2026Q1: 9,687 shares 9,687 $205K <0.01% +973 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,985 shares; 2026Q1: 8,147 shares 8,147 $205K <0.01% +3,162 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 8,025 shares; 2025Q3: 42,636 shares; 2025Q4: 8,025 shares; 2026Q1: 8,025 shares 8,025 $204K <0.01% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,877 shares; 2024Q4: 48,380 shares; 2025Q1: 26,500 shares; 2025Q2: 20,623 shares; 2025Q3: 20,378 shares; 2025Q4: 20,378 shares; 2026Q1: 19,778 shares 19,778 $204K <0.01% -600 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: 1,165 shares; 2024Q4: 1,254 shares; 2025Q1: 1,165 shares; 2025Q2: 1,183 shares; 2025Q3: 1,225 shares; 2025Q4: 1,178 shares; 2026Q1: 1,506 shares 1,506 $203K <0.01% +328 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 8,340 shares; 2025Q1: 8,846 shares; 2025Q2: 6,610 shares; 2025Q3: 6,618 shares; 2025Q4: 6,609 shares; 2026Q1: 6,658 shares 6,658 $203K <0.01% +49 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,913 shares; 2024Q4: 22,602 shares; 2025Q1: 23,790 shares; 2025Q2: 24,536 shares; 2025Q3: 22,991 shares; 2025Q4: 10,145 shares; 2026Q1: 9,018 shares 9,018 $203K <0.01% -1,127 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,763 shares; 2026Q1: 10,759 shares 10,759 $202K <0.01% -4 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: 270 shares; 2025Q3: 272 shares; 2025Q4: 160 shares; 2026Q1: 1,055 shares 1,055 $202K <0.01% +895 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: 10,528 shares; 2024Q4: 6,053 shares; 2025Q1: 3,076 shares; 2025Q2: 3,243 shares; 2025Q3: 5,085 shares; 2025Q4: 11,481 shares; 2026Q1: 2,808 shares 2,808 $202K <0.01% -8,673 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,025 shares; 2024Q4: 8,065 shares; 2025Q1: 8,025 shares; 2025Q2: 7,084 shares; 2025Q3: 6,799 shares; 2025Q4: 6,369 shares; 2026Q1: 6,066 shares 6,066 $202K <0.01% -303 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: 12,898 shares; 2024Q4: 10,328 shares; 2025Q1: 9,780 shares; 2025Q2: 8,829 shares; 2025Q3: 9,382 shares; 2025Q4: 9,100 shares; 2026Q1: 7,585 shares 7,585 $201K <0.01% -1,515 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 2,162 shares; 2025Q1: 504 shares; 2025Q2: 288 shares; 2025Q3: 5,457 shares; 2025Q4: 5,315 shares; 2026Q1: 5,695 shares 5,695 $200K <0.01% +380 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 436 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 784 shares; 2025Q4: 6,713 shares; 2026Q1: 14,879 shares 14,879 $199K <0.01% +8,166 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 3,541 shares; 2025Q1: 3,866 shares; 2025Q2: 3,736 shares; 2025Q3: 2,916 shares; 2025Q4: 2,919 shares; 2026Q1: 5,474 shares 5,474 $198K <0.01% +2,555 Timeline EPP 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: 20,885 shares; 2024Q4: 21,089 shares; 2025Q1: 20,786 shares; 2025Q2: 5,426 shares; 2025Q3: 4,048 shares; 2025Q4: 3,645 shares; 2026Q1: 3,711 shares 3,711 $197K <0.01% +66 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 883 shares; 2025Q1: 2,203 shares; 2025Q2: 2,887 shares; 2025Q3: 855 shares; 2025Q4: 1,248 shares; 2026Q1: 802 shares 802 $196K <0.01% -446 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: 2,552 shares; 2024Q4: 2,771 shares; 2025Q1: 2,121 shares; 2025Q2: 2,922 shares; 2025Q3: 3,082 shares; 2025Q4: 2,676 shares; 2026Q1: 2,601 shares 2,601 $196K <0.01% -75 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: 562 shares; 2024Q4: 554 shares; 2025Q1: 154 shares; 2025Q2: 156 shares; 2025Q3: 2,871 shares; 2025Q4: 4,140 shares; 2026Q1: 3,699 shares 3,699 $196K <0.01% -441 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,543 shares 9,543 $196K <0.01% new Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,213 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 2,995 shares; 2026Q1: 2,959 shares 2,959 $194K <0.01% -36 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 82 shares; 2025Q2: 410 shares; 2025Q3: 479 shares; 2025Q4: 2,658 shares; 2026Q1: 3,472 shares 3,472 $193K <0.01% +814 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 11,422 shares; 2025Q1: 11,422 shares; 2025Q2: 11,422 shares; 2025Q3: 11,422 shares; 2025Q4: 11,422 shares; 2026Q1: 11,512 shares 11,512 $193K <0.01% +90 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 6,000 shares; 2025Q1: 6,778 shares; 2025Q2: 7,930 shares; 2025Q3: 8,051 shares; 2025Q4: 6,830 shares; 2026Q1: 6,473 shares 6,473 $192K <0.01% -357 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,215 shares; 2024Q4: 45,856 shares; 2025Q1: 40,528 shares; 2025Q2: 19,926 shares; 2025Q3: 16,588 shares; 2025Q4: 20,431 shares; 2026Q1: 8,240 shares 8,240 $192K <0.01% -12,191 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,002 shares; 2025Q1: 6,987 shares; 2025Q2: 5,811 shares; 2025Q3: 4,797 shares; 2025Q4: 2,827 shares; 2026Q1: 2,645 shares 2,645 $192K <0.01% -182 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: 617 shares; 2024Q4: 482 shares; 2025Q1: 437 shares; 2025Q2: 685 shares; 2025Q3: 509 shares; 2025Q4: 556 shares; 2026Q1: 4,808 shares 4,808 $192K <0.01% +4,252 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,836 shares; 2025Q1: 2,844 shares; 2025Q2: 2,836 shares; 2025Q3: 2,867 shares; 2025Q4: 2,846 shares; 2026Q1: 2,856 shares 2,856 $191K <0.01% +10 Timeline EES 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: 1,127 shares; 2024Q4: 667 shares; 2025Q1: 668 shares; 2025Q2: 821 shares; 2025Q3: 3,080 shares; 2025Q4: 4,046 shares; 2026Q1: 3,285 shares 3,285 $191K <0.01% -761 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: 95 shares; 2024Q4: 264 shares; 2025Q1: 709 shares; 2025Q2: 515 shares; 2025Q3: 579 shares; 2025Q4: 1,016 shares; 2026Q1: 932 shares 932 $190K <0.01% -84 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 5,469 shares; 2025Q1: 5,132 shares; 2025Q2: 4,191 shares; 2025Q3: 3,469 shares; 2025Q4: 6,664 shares; 2026Q1: 3,525 shares 3,525 $190K <0.01% -3,139 Timeline RWX 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: 14,800 shares; 2024Q4: 14,820 shares; 2025Q1: 13,970 shares; 2025Q2: 7,266 shares; 2025Q3: 7,268 shares; 2025Q4: 6,962 shares; 2026Q1: 7,126 shares 7,126 $190K <0.01% +164 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295,980 shares; 2024Q4: 11,122 shares; 2025Q1: 11,122 shares; 2025Q2: 16,774 shares; 2025Q3: 13,752 shares; 2025Q4: 9,813 shares; 2026Q1: 9,752 shares 9,752 $190K <0.01% -61 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,388 shares; 2024Q4: 18,930 shares; 2025Q1: 18,538 shares; 2025Q2: 18,855 shares; 2025Q3: 19,146 shares; 2025Q4: 19,567 shares; 2026Q1: 19,856 shares 19,856 $189K <0.01% +289 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,696 shares; 2025Q1: 3,313 shares; 2025Q2: 3,113 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares 3,285 $189K <0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,694 shares; 2025Q1: 24,846 shares; 2025Q2: 1,130 shares; 2025Q3: 1,096 shares; 2025Q4: 1,102 shares; 2026Q1: 1,093 shares 1,093 $189K <0.01% -9 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 1,417 shares; 2025Q1: 1,444 shares; 2025Q2: 2,428 shares; 2025Q3: 8,038 shares; 2025Q4: 8,141 shares; 2026Q1: 8,765 shares 8,765 $188K <0.01% +624 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 7,864 shares; 2025Q1: 7,442 shares; 2025Q2: 6,135 shares; 2025Q3: 5,746 shares; 2025Q4: 5,029 shares; 2026Q1: 5,135 shares 5,135 $188K <0.01% +106 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 3,793 shares; 2026Q1: 5,648 shares 5,648 $187K <0.01% +1,855 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 5,748 shares; 2025Q4: 6,684 shares; 2026Q1: 9,867 shares 9,867 $187K <0.01% +3,183 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 659 shares; 2025Q1: 737 shares; 2025Q2: 674 shares; 2025Q3: 677 shares; 2025Q4: 657 shares; 2026Q1: 673 shares 673 $186K <0.01% +16 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,800 shares; 2025Q4: 4,169 shares; 2026Q1: 3,746 shares 3,746 $186K <0.01% -423 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,963 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares 1,915 $186K <0.01% 0 Timeline BST 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: 13,385 shares; 2024Q4: 7,675 shares; 2025Q1: 6,449 shares; 2025Q2: 7,210 shares; 2025Q3: 8,125 shares; 2025Q4: 5,457 shares; 2026Q1: 5,096 shares 5,096 $185K <0.01% -361 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,539 shares; 2025Q1: 5,016 shares; 2025Q2: 3,982 shares; 2025Q3: 4,469 shares; 2025Q4: 4,313 shares; 2026Q1: 4,362 shares 4,362 $185K <0.01% +49 Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 7,500 shares 7,500 $185K <0.01% -2,500 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: 53,007 shares; 2024Q4: 47,730 shares; 2025Q1: 48,639 shares; 2025Q2: 46,173 shares; 2025Q3: 14,031 shares; 2025Q4: 11,350 shares; 2026Q1: 11,006 shares 11,006 $185K <0.01% -344 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 714 shares; 2025Q1: 452 shares; 2025Q2: 477 shares; 2025Q3: 345 shares; 2025Q4: 377 shares; 2026Q1: 691 shares 691 $184K <0.01% +314 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $184K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,355 shares; 2025Q1: 1,352 shares; 2025Q2: 1,370 shares; 2025Q3: 1,243 shares; 2025Q4: 1,299 shares; 2026Q1: 1,228 shares 1,228 $184K <0.01% -71 Timeline FRST PRIMIS FINANCIAL CORP More: the full row for PRIMIS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,780 shares; 2024Q4: 13,780 shares; 2025Q1: 13,780 shares; 2025Q2: 13,780 shares; 2025Q3: 13,780 shares; 2025Q4: 13,780 shares; 2026Q1: 13,780 shares 13,780 $183K <0.01% 0 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 222 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,711 shares 5,711 $182K <0.01% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 13,886 shares; 2025Q1: 17,903 shares; 2025Q2: 15,366 shares; 2025Q3: 13,145 shares; 2025Q4: 14,479 shares; 2026Q1: 13,232 shares 13,232 $182K <0.01% -1,247 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 157 shares; 2025Q1: 288 shares; 2025Q2: 748 shares; 2025Q3: 1,054 shares; 2025Q4: 1,651 shares; 2026Q1: 2,057 shares 2,057 $182K <0.01% +406 Timeline FTDS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $181K <0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,895 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,727 shares; 2025Q4: 2,728 shares; 2026Q1: 2,727 shares 2,727 $180K <0.01% -1 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 3,051 shares; 2025Q3: 4,265 shares; 2025Q4: 4,883 shares; 2026Q1: 5,668 shares 5,668 $180K <0.01% +785 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: 452 shares; 2024Q4: 753 shares; 2025Q1: 452 shares; 2025Q2: 506 shares; 2025Q3: 536 shares; 2025Q4: 604 shares; 2026Q1: 501 shares 501 $179K <0.01% -103 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: 51,714 shares; 2024Q4: 10,670 shares; 2025Q1: 4,434 shares; 2025Q2: 4,374 shares; 2025Q3: 4,440 shares; 2025Q4: 4,351 shares; 2026Q1: 4,413 shares 4,413 $179K <0.01% +62 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,575 shares; 2025Q4: 6,575 shares; 2026Q1: 6,575 shares 6,575 $178K <0.01% 0 Timeline MODL 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: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,983 shares; 2025Q4: 4,227 shares; 2026Q1: 3,983 shares 3,983 $178K <0.01% -244 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: 301 shares; 2024Q4: 341 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 627 shares; 2025Q4: 431 shares; 2026Q1: 525 shares 525 $178K <0.01% +94 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: 1,579 shares; 2024Q4: 4,145 shares; 2025Q1: 7,257 shares; 2025Q2: 2,065 shares; 2025Q3: 2,790 shares; 2025Q4: 1,758 shares; 2026Q1: 17,721 shares 17,721 $178K <0.01% +15,963 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 7,510 shares; 2025Q1: 7,388 shares; 2025Q2: 4,062 shares; 2025Q3: 3,024 shares; 2025Q4: 2,165 shares; 2026Q1: 2,560 shares 2,560 $178K <0.01% +395 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 117 shares; 2025Q1: 278 shares; 2025Q2: 800 shares; 2025Q3: 868 shares; 2025Q4: 706 shares; 2026Q1: 18,800 shares 18,800 $177K <0.01% +18,094 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 3,595 shares; 2025Q1: 3,140 shares; 2025Q2: 6,324 shares; 2025Q3: 6,335 shares; 2025Q4: 9,911 shares; 2026Q1: 10,329 shares 10,329 $177K <0.01% +418 Timeline QAI 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: 9,095 shares; 2024Q4: 17,761 shares; 2025Q1: 9,552 shares; 2025Q2: 1,226 shares; 2025Q3: 504 shares; 2025Q4: 3,054 shares; 2026Q1: 5,179 shares 5,179 $177K <0.01% +2,125 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $176K <0.01% 0 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 10,035 shares; 2025Q1: 10,312 shares; 2025Q2: 10,364 shares; 2025Q3: 10,246 shares; 2025Q4: 11,126 shares; 2026Q1: 9,972 shares 9,972 $176K <0.01% -1,154 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,168 shares; 2024Q4: 11,203 shares; 2025Q1: 11,203 shares; 2025Q2: 14,183 shares; 2025Q3: 11,203 shares; 2025Q4: 11,203 shares; 2026Q1: 8,742 shares 8,742 $175K <0.01% -2,461 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: 838 shares; 2024Q4: 800 shares; 2025Q1: 686 shares; 2025Q2: 611 shares; 2025Q3: 501 shares; 2025Q4: 736 shares; 2026Q1: 831 shares 831 $174K <0.01% +95 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,744 shares; 2025Q1: 269 shares; 2025Q2: 4,457 shares; 2025Q3: 4,252 shares; 2025Q4: 4,285 shares; 2026Q1: 4,868 shares 4,868 $174K <0.01% +583 Timeline IHE 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: 2,241 shares; 2024Q4: 2,241 shares; 2025Q1: 2,242 shares; 2025Q2: 1,899 shares; 2025Q3: 1,986 shares; 2025Q4: 2,553 shares; 2026Q1: 2,007 shares 2,007 $174K <0.01% -546 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 7,806 shares; 2026Q1: 9,120 shares 9,120 $173K <0.01% +1,314 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,394 shares; 2025Q1: 4,497 shares; 2025Q2: 4,736 shares; 2025Q3: 4,346 shares; 2025Q4: 4,682 shares; 2026Q1: 1,968 shares 1,968 $172K <0.01% -2,714 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $172K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,154 shares; 2025Q1: 2,730 shares; 2025Q2: 2,608 shares; 2025Q3: 2,432 shares; 2025Q4: 3,835 shares; 2026Q1: 5,267 shares 5,267 $172K <0.01% +1,432 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,835 shares; 2025Q1: 4,188 shares; 2025Q2: 3,881 shares; 2025Q3: 3,841 shares; 2025Q4: 3,844 shares; 2026Q1: 3,846 shares 3,846 $172K <0.01% +2 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 2,270 shares; 2025Q3: 2,360 shares; 2025Q4: 2,050 shares; 2026Q1: 4,032 shares 4,032 $172K <0.01% +1,982 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 10,793 shares; 2025Q1: 17,671 shares; 2025Q2: 14,117 shares; 2025Q3: 8,519 shares; 2025Q4: 8,536 shares; 2026Q1: 6,785 shares 6,785 $171K <0.01% -1,751 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 10,049 shares; 2025Q1: 11,912 shares; 2025Q2: 15,142 shares; 2025Q3: 16,552 shares; 2025Q4: 19,998 shares; 2026Q1: 21,406 shares 21,406 $171K <0.01% +1,408 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: 2,004 shares; 2024Q4: 1,960 shares; 2025Q1: 2,064 shares; 2025Q2: 2,557 shares; 2025Q3: 2,588 shares; 2025Q4: 2,444 shares; 2026Q1: 2,338 shares 2,338 $171K <0.01% -106 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,787 shares; 2024Q4: 16,788 shares; 2025Q1: 16,787 shares; 2025Q2: 18,233 shares; 2025Q3: 18,233 shares; 2025Q4: 17,369 shares; 2026Q1: 16,787 shares 16,787 $171K <0.01% -582 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,361 shares; 2025Q1: 299 shares; 2025Q2: 284 shares; 2025Q3: 1,389 shares; 2025Q4: 957 shares; 2026Q1: 2,007 shares 2,007 $170K <0.01% +1,050 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: 2,840 shares; 2024Q4: 2,860 shares; 2025Q1: 3,808 shares; 2025Q2: 3,729 shares; 2025Q3: 3,700 shares; 2025Q4: 2,335 shares; 2026Q1: 2,145 shares 2,145 $170K <0.01% -190 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 1,208 shares; 2026Q1: 2,563 shares 2,563 $169K <0.01% +1,355 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,098 shares; 2025Q1: 2,128 shares; 2025Q2: 2,096 shares; 2025Q3: 2,105 shares; 2025Q4: 2,143 shares; 2026Q1: 2,051 shares 2,051 $169K <0.01% -92 Timeline VUSE 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: 3,379 shares; 2024Q4: 2,990 shares; 2025Q1: 2,909 shares; 2025Q2: 2,797 shares; 2025Q3: 2,786 shares; 2025Q4: 2,676 shares; 2026Q1: 2,678 shares 2,678 $168K <0.01% +2 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,088 shares; 2024Q4: 34,060 shares; 2025Q1: 20,929 shares; 2025Q2: 16,276 shares; 2025Q3: 8,411 shares; 2025Q4: 7,829 shares; 2026Q1: 6,327 shares 6,327 $167K <0.01% -1,502 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,918 shares; 2025Q1: 4,383 shares; 2025Q2: 4,723 shares; 2025Q3: 7,858 shares; 2025Q4: 4,594 shares; 2026Q1: 4,542 shares 4,542 $166K <0.01% -52 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 13,092 shares; 2025Q1: 14,563 shares; 2025Q2: 1,133 shares; 2025Q3: 1,143 shares; 2025Q4: 2,438 shares; 2026Q1: 2,854 shares 2,854 $165K <0.01% +416 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 1,537 shares; 2025Q2: 1,527 shares; 2025Q3: 1,536 shares; 2025Q4: 1,608 shares; 2026Q1: 1,652 shares 1,652 $164K <0.01% +44 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 608 shares; 2025Q3: 653 shares; 2025Q4: 644 shares; 2026Q1: 619 shares 619 $164K <0.01% -25 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 2,323 shares; 2025Q1: 2,844 shares; 2025Q2: 711 shares; 2025Q3: 1,198 shares; 2025Q4: 347 shares; 2026Q1: 1,776 shares 1,776 $164K <0.01% +1,429 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares; 2026Q1: 2,764 shares 2,764 $164K <0.01% +2,235 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,611 shares 1,611 $163K <0.01% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 20,261 shares; 2025Q4: 20,225 shares; 2026Q1: 20,000 shares 20,000 $162K <0.01% -225 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,876 shares; 2025Q1: 5,079 shares; 2025Q2: 4,902 shares; 2025Q3: 9,778 shares; 2025Q4: 9,853 shares; 2026Q1: 4,487 shares 4,487 $162K <0.01% -5,366 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,607 shares; 2025Q1: 2,918 shares; 2025Q2: 2,942 shares; 2025Q3: 3,446 shares; 2025Q4: 2,091 shares; 2026Q1: 2,397 shares 2,397 $162K <0.01% +306 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 12,974 shares 12,974 $161K <0.01% +12,724 Timeline BBH 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: 24,590 shares; 2024Q4: 20,656 shares; 2025Q1: 22,361 shares; 2025Q2: 1,508 shares; 2025Q3: 1,218 shares; 2025Q4: 1,179 shares; 2026Q1: 854 shares 854 $161K <0.01% -325 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 1,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,113 shares; 2026Q1: 11,100 shares 11,100 $161K <0.01% -1,013 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: 1,632 shares; 2024Q4: 1,634 shares; 2025Q1: 1,544 shares; 2025Q2: 1,571 shares; 2025Q3: 1,596 shares; 2025Q4: 1,821 shares; 2026Q1: 1,672 shares 1,672 $160K <0.01% -149 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: not reported; 2025Q3: 749 shares; 2025Q4: 5,174 shares; 2026Q1: 5,174 shares 5,174 $159K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 534 shares; 2025Q1: 529 shares; 2025Q2: 547 shares; 2025Q3: 527 shares; 2025Q4: 528 shares; 2026Q1: 652 shares 652 $158K <0.01% +124 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 172 shares; 2025Q1: 261 shares; 2025Q2: 1,218 shares; 2025Q3: 2,097 shares; 2025Q4: 3,193 shares; 2026Q1: 2,867 shares 2,867 $158K <0.01% -326 Timeline