XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,462 shares; 2024Q4: 25,295 shares; 2025Q1: 23,660 shares; 2025Q2: 21,241 shares; 2025Q3: 20,904 shares; 2025Q4: 41,582 shares; 2026Q1: 36,453 shares 36,453 $1.82M 0.02% -5,129 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,319 shares; 2024Q4: 47,285 shares; 2025Q1: 47,254 shares; 2025Q2: 32,528 shares; 2025Q3: 38,536 shares; 2025Q4: 37,550 shares; 2026Q1: 47,322 shares 47,322 $1.82M 0.02% +9,772 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: 19,466 shares; 2024Q4: 27,496 shares; 2025Q1: 20,638 shares; 2025Q2: 6,499 shares; 2025Q3: 6,677 shares; 2025Q4: 6,533 shares; 2026Q1: 19,266 shares 19,266 $1.81M 0.02% +12,733 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,351 shares; 2025Q1: 2,391 shares; 2025Q2: 2,170 shares; 2025Q3: 2,129 shares; 2025Q4: 2,147 shares; 2026Q1: 2,084 shares 2,084 $1.8M 0.02% -63 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 14,230 shares; 2025Q1: 14,308 shares; 2025Q2: 14,116 shares; 2025Q3: 14,228 shares; 2025Q4: 15,153 shares; 2026Q1: 12,166 shares 12,166 $1.78M 0.02% -2,987 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,562 shares; 2025Q1: 3,750 shares; 2025Q2: 3,872 shares; 2025Q3: 3,864 shares; 2025Q4: 3,865 shares; 2026Q1: 3,613 shares 3,613 $1.77M 0.02% -252 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,099 shares; 2024Q4: 33,022 shares; 2025Q1: 18,359 shares; 2025Q2: 23,848 shares; 2025Q3: 13,611 shares; 2025Q4: 11,746 shares; 2026Q1: 23,434 shares 23,434 $1.77M 0.02% +11,688 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 686 shares; 2025Q1: 867 shares; 2025Q2: 736 shares; 2025Q3: 674 shares; 2025Q4: 5,140 shares; 2026Q1: 4,866 shares 4,866 $1.77M 0.02% -274 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,851 shares; 2025Q1: 112,659 shares; 2025Q2: 134,174 shares; 2025Q3: 108,183 shares; 2025Q4: 64,153 shares; 2026Q1: 63,853 shares 63,853 $1.76M 0.02% -300 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,999 shares; 2024Q4: 34,056 shares; 2025Q1: 17,098 shares; 2025Q2: 15,958 shares; 2025Q3: 17,251 shares; 2025Q4: 16,520 shares; 2026Q1: 15,303 shares 15,303 $1.76M 0.02% -1,217 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,285 shares; 2026Q1: 47,446 shares 47,446 $1.75M 0.02% +11,161 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,885 shares; 2024Q4: 28,238 shares; 2025Q1: 28,238 shares; 2025Q2: 65,710 shares; 2025Q3: 52,092 shares; 2025Q4: 47,283 shares; 2026Q1: 43,843 shares 43,843 $1.74M 0.02% -3,440 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,461 shares; 2024Q4: 39,779 shares; 2025Q1: 23,745 shares; 2025Q2: 20,954 shares; 2025Q3: 21,008 shares; 2025Q4: 27,529 shares; 2026Q1: 30,826 shares 30,826 $1.74M 0.02% +3,297 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,915 shares; 2024Q4: 5,207 shares; 2025Q1: 5,665 shares; 2025Q2: 5,907 shares; 2025Q3: 5,773 shares; 2025Q4: 5,506 shares; 2026Q1: 5,009 shares 5,009 $1.73M 0.02% -497 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,564 shares; 2024Q4: 27,707 shares; 2025Q1: 26,641 shares; 2025Q2: 20,612 shares; 2025Q3: 21,025 shares; 2025Q4: 100,731 shares; 2026Q1: 97,732 shares 97,732 $1.71M 0.02% -2,999 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,185 shares; 2024Q4: 152,126 shares; 2025Q1: 144,300 shares; 2025Q2: 151,201 shares; 2025Q3: 149,810 shares; 2025Q4: 144,372 shares; 2026Q1: 148,405 shares 148,405 $1.71M 0.02% +4,033 Timeline VMBS 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: 36,854 shares; 2024Q4: 29,986 shares; 2025Q1: 31,017 shares; 2025Q2: 26,906 shares; 2025Q3: 33,528 shares; 2025Q4: 18,181 shares; 2026Q1: 36,416 shares 36,416 $1.71M 0.02% +18,235 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 3,150 shares; 2025Q4: 2,102 shares; 2026Q1: 2,427 shares 2,427 $1.71M 0.02% +325 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,223 shares; 2024Q4: 42,329 shares; 2025Q1: 41,893 shares; 2025Q2: 41,473 shares; 2025Q3: 40,054 shares; 2025Q4: 38,519 shares; 2026Q1: 37,817 shares 37,817 $1.7M 0.02% -702 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,292 shares; 2024Q4: 42,930 shares; 2025Q1: 43,042 shares; 2025Q2: 42,955 shares; 2025Q3: 42,780 shares; 2025Q4: 43,101 shares; 2026Q1: 42,995 shares 42,995 $1.7M 0.02% -106 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 8,992 shares; 2025Q1: 6,144 shares; 2025Q2: 5,744 shares; 2025Q3: 5,996 shares; 2025Q4: 5,364 shares; 2026Q1: 6,592 shares 6,592 $1.7M 0.02% +1,228 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 7,366 shares; 2025Q1: 8,504 shares; 2025Q2: 8,685 shares; 2025Q3: 8,642 shares; 2025Q4: 7,393 shares; 2026Q1: 11,728 shares 11,728 $1.7M 0.02% +4,335 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: 3,668 shares; 2025Q4: 5,532 shares; 2026Q1: 22,268 shares 22,268 $1.68M 0.02% +16,736 Timeline AOA 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: 5,471 shares; 2024Q4: 7,768 shares; 2025Q1: 9,769 shares; 2025Q2: 13,516 shares; 2025Q3: 16,132 shares; 2025Q4: 16,293 shares; 2026Q1: 19,024 shares 19,024 $1.68M 0.02% +2,731 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,790 shares; 2024Q4: 9,089 shares; 2025Q1: 7,773 shares; 2025Q2: 7,271 shares; 2025Q3: 6,496 shares; 2025Q4: 5,442 shares; 2026Q1: 5,211 shares 5,211 $1.68M 0.02% -231 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 9,884 shares; 2025Q1: 10,140 shares; 2025Q2: 10,201 shares; 2025Q3: 10,128 shares; 2025Q4: 9,893 shares; 2026Q1: 9,790 shares 9,790 $1.68M 0.02% -103 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 15,602 shares; 2025Q1: 16,568 shares; 2025Q2: 15,791 shares; 2025Q3: 15,311 shares; 2025Q4: 15,021 shares; 2026Q1: 14,834 shares 14,834 $1.68M 0.02% -187 Timeline FTCB 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: 41,183 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,418 shares; 2026Q1: 80,029 shares 80,029 $1.68M 0.02% +1,611 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,793 shares; 2024Q4: 53,571 shares; 2025Q1: 41,914 shares; 2025Q2: 43,654 shares; 2025Q3: 43,742 shares; 2025Q4: 45,070 shares; 2026Q1: 44,280 shares 44,280 $1.68M 0.02% -790 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,610 shares; 2024Q4: 13,473 shares; 2025Q1: 14,169 shares; 2025Q2: 16,313 shares; 2025Q3: 15,738 shares; 2025Q4: 29,175 shares; 2026Q1: 25,151 shares 25,151 $1.67M 0.02% -4,024 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,185 shares; 2025Q1: 2,859 shares; 2025Q2: 2,381 shares; 2025Q3: 2,495 shares; 2025Q4: 2,541 shares; 2026Q1: 2,440 shares 2,440 $1.66M 0.02% -101 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,466 shares; 2024Q4: 34,230 shares; 2025Q1: 33,072 shares; 2025Q2: 31,422 shares; 2025Q3: 28,975 shares; 2025Q4: 29,374 shares; 2026Q1: 31,313 shares 31,313 $1.66M 0.02% +1,939 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,135 shares; 2024Q4: 25,349 shares; 2025Q1: 26,131 shares; 2025Q2: 25,553 shares; 2025Q3: 25,915 shares; 2025Q4: 23,329 shares; 2026Q1: 22,232 shares 22,232 $1.66M 0.02% -1,097 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,237 shares 63,237 $1.65M 0.02% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,167 shares; 2024Q4: 55,628 shares; 2025Q1: 56,766 shares; 2025Q2: 55,651 shares; 2025Q3: 36,809 shares; 2025Q4: 35,828 shares; 2026Q1: 34,118 shares 34,118 $1.65M 0.02% -1,710 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,627 shares; 2024Q4: 11,853 shares; 2025Q1: 12,547 shares; 2025Q2: 13,069 shares; 2025Q3: 12,458 shares; 2025Q4: 13,216 shares; 2026Q1: 12,555 shares 12,555 $1.65M 0.02% -661 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,732 shares; 2026Q1: 24,041 shares 24,041 $1.64M 0.02% -45,691 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 16,423 shares; 2025Q1: 16,505 shares; 2025Q2: 16,546 shares; 2025Q3: 16,269 shares; 2025Q4: 16,167 shares; 2026Q1: 14,166 shares 14,166 $1.64M 0.02% -2,001 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,402 shares; 2024Q4: 12,878 shares; 2025Q1: 12,403 shares; 2025Q2: 12,403 shares; 2025Q3: 12,403 shares; 2025Q4: 58,461 shares; 2026Q1: 55,417 shares 55,417 $1.63M 0.02% -3,044 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,337 shares; 2024Q4: 20,026 shares; 2025Q1: 20,893 shares; 2025Q2: 21,080 shares; 2025Q3: 20,626 shares; 2025Q4: 18,886 shares; 2026Q1: 28,992 shares 28,992 $1.63M 0.02% +10,106 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,837 shares; 2025Q1: 4,154 shares; 2025Q2: 5,609 shares; 2025Q3: 5,464 shares; 2025Q4: 5,384 shares; 2026Q1: 5,450 shares 5,450 $1.63M 0.02% +66 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 14,377 shares; 2025Q1: 5,991 shares; 2025Q2: 6,772 shares; 2025Q3: 5,695 shares; 2025Q4: 6,425 shares; 2026Q1: 9,546 shares 9,546 $1.63M 0.02% +3,121 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,807 shares; 2024Q4: 21,450 shares; 2025Q1: 20,367 shares; 2025Q2: 19,030 shares; 2025Q3: 18,701 shares; 2025Q4: 18,141 shares; 2026Q1: 16,803 shares 16,803 $1.61M 0.02% -1,338 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,230 shares; 2024Q4: 65,499 shares; 2025Q1: 69,514 shares; 2025Q2: 62,121 shares; 2025Q3: 59,449 shares; 2025Q4: 54,121 shares; 2026Q1: 55,664 shares 55,664 $1.6M 0.02% +1,543 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,611 shares; 2025Q1: 1,607 shares; 2025Q2: 1,559 shares; 2025Q3: 1,548 shares; 2025Q4: 1,699 shares; 2026Q1: 3,445 shares 3,445 $1.6M 0.02% +1,746 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 5,811 shares; 2025Q1: 5,180 shares; 2025Q2: 5,368 shares; 2025Q3: 5,386 shares; 2025Q4: 5,086 shares; 2026Q1: 4,846 shares 4,846 $1.58M 0.02% -240 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 9,738 shares; 2025Q1: 9,355 shares; 2025Q2: 9,123 shares; 2025Q3: 7,669 shares; 2025Q4: 7,989 shares; 2026Q1: 7,962 shares 7,962 $1.58M 0.02% -27 Timeline 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: 9,604 shares; 2024Q4: 8,391 shares; 2025Q1: 8,200 shares; 2025Q2: 7,448 shares; 2025Q3: 7,640 shares; 2025Q4: 7,746 shares; 2026Q1: 14,795 shares 14,795 $1.58M 0.02% +7,049 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,088 shares; 2024Q4: 6,834 shares; 2025Q1: 7,207 shares; 2025Q2: 5,557 shares; 2025Q3: 5,819 shares; 2025Q4: 5,428 shares; 2026Q1: 5,876 shares 5,876 $1.57M 0.02% +448 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,528 shares; 2024Q4: 23,460 shares; 2025Q1: 24,455 shares; 2025Q2: 26,960 shares; 2025Q3: 25,280 shares; 2025Q4: 24,788 shares; 2026Q1: 24,925 shares 24,925 $1.54M 0.02% +137 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,327 shares; 2024Q4: 15,305 shares; 2025Q1: 28,831 shares; 2025Q2: 26,929 shares; 2025Q3: 30,087 shares; 2025Q4: 31,397 shares; 2026Q1: 33,098 shares 33,098 $1.54M 0.02% +1,701 Timeline EEMS 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: 32,457 shares; 2024Q4: 32,076 shares; 2025Q1: 25,182 shares; 2025Q2: 24,751 shares; 2025Q3: 23,371 shares; 2025Q4: 23,306 shares; 2026Q1: 22,234 shares 22,234 $1.54M 0.02% -1,072 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 19,242 shares; 2025Q1: 26,386 shares; 2025Q2: 42,405 shares; 2025Q3: 33,827 shares; 2025Q4: 38,474 shares; 2026Q1: 30,085 shares 30,085 $1.53M 0.02% -8,389 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,950 shares; 2025Q2: 28,850 shares; 2025Q3: 39,941 shares; 2025Q4: 40,391 shares; 2026Q1: 44,941 shares 44,941 $1.52M 0.01% +4,550 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 4,886 shares; 2025Q1: 5,259 shares; 2025Q2: 5,048 shares; 2025Q3: 4,845 shares; 2025Q4: 4,550 shares; 2026Q1: 5,193 shares 5,193 $1.51M 0.01% +643 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,501 shares; 2025Q1: 5,497 shares; 2025Q2: 5,672 shares; 2025Q3: 5,101 shares; 2025Q4: 5,436 shares; 2026Q1: 7,251 shares 7,251 $1.5M 0.01% +1,815 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,853 shares; 2024Q4: 26,327 shares; 2025Q1: 26,506 shares; 2025Q2: 30,614 shares; 2025Q3: 30,485 shares; 2025Q4: 28,870 shares; 2026Q1: 29,876 shares 29,876 $1.49M 0.01% +1,006 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,359 shares; 2024Q4: 29,623 shares; 2025Q1: 29,901 shares; 2025Q2: 29,748 shares; 2025Q3: 28,112 shares; 2025Q4: 23,712 shares; 2026Q1: 20,906 shares 20,906 $1.49M 0.01% -2,806 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,447 shares; 2024Q4: 29,591 shares; 2025Q1: 26,860 shares; 2025Q2: 26,691 shares; 2025Q3: 26,695 shares; 2025Q4: 26,699 shares; 2026Q1: 31,263 shares 31,263 $1.49M 0.01% +4,564 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,795 shares; 2024Q4: not reported; 2025Q1: 8,386 shares; 2025Q2: not reported; 2025Q3: 9,977 shares; 2025Q4: 9,700 shares; 2026Q1: 37,508 shares 37,508 $1.46M 0.01% +27,808 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,943 shares; 2024Q4: 9,319 shares; 2025Q1: 9,348 shares; 2025Q2: 8,825 shares; 2025Q3: 9,006 shares; 2025Q4: 8,594 shares; 2026Q1: 11,063 shares 11,063 $1.46M 0.01% +2,469 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,060 shares; 2024Q4: 11,545 shares; 2025Q1: 12,863 shares; 2025Q2: 13,395 shares; 2025Q3: 11,700 shares; 2025Q4: 12,137 shares; 2026Q1: 10,808 shares 10,808 $1.46M 0.01% -1,329 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 772 shares; 2025Q1: 874 shares; 2025Q2: 782 shares; 2025Q3: 799 shares; 2025Q4: 829 shares; 2026Q1: 843 shares 843 $1.46M 0.01% +14 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,966 shares; 2024Q4: 17,952 shares; 2025Q1: 19,634 shares; 2025Q2: 39,609 shares; 2025Q3: 37,685 shares; 2025Q4: 35,428 shares; 2026Q1: 31,275 shares 31,275 $1.45M 0.01% -4,153 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,858 shares; 2025Q1: 4,176 shares; 2025Q2: 4,629 shares; 2025Q3: 4,907 shares; 2025Q4: 4,568 shares; 2026Q1: 4,040 shares 4,040 $1.45M 0.01% -528 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,241 shares; 2024Q4: 51,171 shares; 2025Q1: 56,780 shares; 2025Q2: 49,610 shares; 2025Q3: 53,118 shares; 2025Q4: 52,527 shares; 2026Q1: 54,213 shares 54,213 $1.44M 0.01% +1,686 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,587 shares; 2024Q4: 16,583 shares; 2025Q1: 14,239 shares; 2025Q2: 14,770 shares; 2025Q3: 16,324 shares; 2025Q4: 18,723 shares; 2026Q1: 27,593 shares 27,593 $1.44M 0.01% +8,870 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,478 shares; 2024Q4: 29,906 shares; 2025Q1: 29,634 shares; 2025Q2: 30,087 shares; 2025Q3: 29,376 shares; 2025Q4: 32,227 shares; 2026Q1: 27,245 shares 27,245 $1.44M 0.01% -4,982 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,465 shares; 2025Q1: 2,926 shares; 2025Q2: 3,040 shares; 2025Q3: 3,006 shares; 2025Q4: 2,912 shares; 2026Q1: 5,147 shares 5,147 $1.44M 0.01% +2,235 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,680 shares; 2025Q1: 135,866 shares; 2025Q2: 137,492 shares; 2025Q3: 138,271 shares; 2025Q4: 127,937 shares; 2026Q1: 125,048 shares 125,048 $1.43M 0.01% -2,889 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: 16,114 shares; 2024Q4: 15,726 shares; 2025Q1: 12,356 shares; 2025Q2: 11,232 shares; 2025Q3: 11,239 shares; 2025Q4: 11,259 shares; 2026Q1: 11,058 shares 11,058 $1.42M 0.01% -201 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 17,837 shares; 2025Q1: 17,260 shares; 2025Q2: 18,028 shares; 2025Q3: 14,561 shares; 2025Q4: 13,902 shares; 2026Q1: 11,952 shares 11,952 $1.42M 0.01% -1,950 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 3,556 shares; 2025Q1: 3,873 shares; 2025Q2: 13,299 shares; 2025Q3: 13,577 shares; 2025Q4: 13,916 shares; 2026Q1: 13,967 shares 13,967 $1.41M 0.01% +51 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: 4,712 shares; 2024Q4: 5,002 shares; 2025Q1: 5,508 shares; 2025Q2: 5,512 shares; 2025Q3: 5,425 shares; 2025Q4: 5,373 shares; 2026Q1: 5,102 shares 5,102 $1.41M 0.01% -271 Timeline IYE 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: 48,862 shares; 2024Q4: 33,942 shares; 2025Q1: 26,662 shares; 2025Q2: 23,548 shares; 2025Q3: 23,327 shares; 2025Q4: 23,316 shares; 2026Q1: 21,775 shares 21,775 $1.41M 0.01% -1,541 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,457 shares; 2024Q4: 58,266 shares; 2025Q1: 50,477 shares; 2025Q2: 49,420 shares; 2025Q3: 43,835 shares; 2025Q4: 43,196 shares; 2026Q1: 42,668 shares 42,668 $1.41M 0.01% -528 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,503 shares; 2025Q1: 7,180 shares; 2025Q2: 11,446 shares; 2025Q3: 14,494 shares; 2025Q4: 14,893 shares; 2026Q1: 21,768 shares 21,768 $1.4M 0.01% +6,875 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,528 shares; 2025Q1: 8,240 shares; 2025Q2: 9,309 shares; 2025Q3: 9,805 shares; 2025Q4: 8,635 shares; 2026Q1: 8,264 shares 8,264 $1.4M 0.01% -371 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,536 shares; 2024Q4: 122,097 shares; 2025Q1: 124,389 shares; 2025Q2: 128,282 shares; 2025Q3: 129,401 shares; 2025Q4: 110,594 shares; 2026Q1: 103,244 shares 103,244 $1.39M 0.01% -7,350 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: 6,167 shares; 2024Q4: 2,059 shares; 2025Q1: 2,621 shares; 2025Q2: 2,697 shares; 2025Q3: 2,626 shares; 2025Q4: 17,389 shares; 2026Q1: 7,615 shares 7,615 $1.39M 0.01% -9,774 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: 19,237 shares; 2024Q4: 12,593 shares; 2025Q1: not reported; 2025Q2: 24,815 shares; 2025Q3: 7,870 shares; 2025Q4: 8,457 shares; 2026Q1: 23,265 shares 23,265 $1.38M 0.01% +14,808 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,504 shares; 2024Q4: 25,023 shares; 2025Q1: 7,674 shares; 2025Q2: 7,627 shares; 2025Q3: 7,663 shares; 2025Q4: 13,380 shares; 2026Q1: 14,104 shares 14,104 $1.38M 0.01% +724 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,727 shares; 2025Q1: 4,588 shares; 2025Q2: 5,463 shares; 2025Q3: 4,950 shares; 2025Q4: 5,527 shares; 2026Q1: 10,686 shares 10,686 $1.37M 0.01% +5,159 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 5,605 shares; 2025Q4: 6,363 shares; 2026Q1: 7,593 shares 7,593 $1.37M 0.01% +1,230 Timeline IXN 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: 29,334 shares; 2024Q4: 15,292 shares; 2025Q1: 14,851 shares; 2025Q2: 14,008 shares; 2025Q3: 13,772 shares; 2025Q4: 13,569 shares; 2026Q1: 13,666 shares 13,666 $1.37M 0.01% +97 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: not reported; 2024Q4: 6,303 shares; 2025Q1: 5,500 shares; 2025Q2: 5,380 shares; 2025Q3: 5,263 shares; 2025Q4: 5,105 shares; 2026Q1: 4,576 shares 4,576 $1.36M 0.01% -529 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,597 shares; 2026Q1: 53,030 shares 53,030 $1.36M 0.01% -5,567 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: 176,075 shares; 2024Q4: 224,048 shares; 2025Q1: 196,275 shares; 2025Q2: 194,967 shares; 2025Q3: 189,945 shares; 2025Q4: 184,386 shares; 2026Q1: 191,649 shares 191,649 $1.36M 0.01% +7,263 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,166 shares; 2025Q1: 5,678 shares; 2025Q2: 5,652 shares; 2025Q3: 5,590 shares; 2025Q4: 5,580 shares; 2026Q1: 5,419 shares 5,419 $1.36M 0.01% -161 Timeline FV 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: 37,492 shares; 2024Q4: 35,033 shares; 2025Q1: 20,381 shares; 2025Q2: 19,516 shares; 2025Q3: 18,806 shares; 2025Q4: 21,917 shares; 2026Q1: 22,424 shares 22,424 $1.36M 0.01% +507 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,920 shares; 2024Q4: 31,817 shares; 2025Q1: 29,865 shares; 2025Q2: 25,644 shares; 2025Q3: 27,440 shares; 2025Q4: 28,231 shares; 2026Q1: 28,175 shares 28,175 $1.35M 0.01% -56 Timeline VDE 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: 5,102 shares; 2024Q4: 3,260 shares; 2025Q1: 3,270 shares; 2025Q2: 3,306 shares; 2025Q3: 7,806 shares; 2025Q4: 5,220 shares; 2026Q1: 7,749 shares 7,749 $1.34M 0.01% +2,529 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,369 shares; 2024Q4: 91,542 shares; 2025Q1: 88,540 shares; 2025Q2: 88,159 shares; 2025Q3: 85,584 shares; 2025Q4: 32,980 shares; 2026Q1: 32,769 shares 32,769 $1.34M 0.01% -211 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,318 shares; 2025Q1: 10,332 shares; 2025Q2: 10,360 shares; 2025Q3: 10,410 shares; 2025Q4: 9,873 shares; 2026Q1: 9,841 shares 9,841 $1.34M 0.01% -32 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,969 shares; 2024Q4: 11,061 shares; 2025Q1: 10,917 shares; 2025Q2: 10,758 shares; 2025Q3: 9,131 shares; 2025Q4: 8,849 shares; 2026Q1: 10,044 shares 10,044 $1.33M 0.01% +1,195 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 4,085 shares; 2025Q1: 4,058 shares; 2025Q2: 2,497 shares; 2025Q3: 2,451 shares; 2025Q4: 3,391 shares; 2026Q1: 3,450 shares 3,450 $1.32M 0.01% +59 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,094 shares; 2025Q1: 5,248 shares; 2025Q2: 4,782 shares; 2025Q3: 4,710 shares; 2025Q4: 4,669 shares; 2026Q1: 4,536 shares 4,536 $1.32M 0.01% -133 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 6,972 shares; 2025Q1: 6,811 shares; 2025Q2: 6,549 shares; 2025Q3: 7,080 shares; 2025Q4: 7,840 shares; 2026Q1: 8,595 shares 8,595 $1.31M 0.01% +755 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 13,821 shares; 2025Q1: 14,611 shares; 2025Q2: 14,202 shares; 2025Q3: 14,039 shares; 2025Q4: 13,822 shares; 2026Q1: 13,206 shares 13,206 $1.31M 0.01% -616 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,118 shares; 2024Q4: 31,652 shares; 2025Q1: 11,173 shares; 2025Q2: 9,962 shares; 2025Q3: 10,328 shares; 2025Q4: 8,450 shares; 2026Q1: 8,278 shares 8,278 $1.3M 0.01% -172 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,428 shares; 2024Q4: 9,132 shares; 2025Q1: 8,890 shares; 2025Q2: 8,501 shares; 2025Q3: 8,069 shares; 2025Q4: 7,938 shares; 2026Q1: 7,502 shares 7,502 $1.29M 0.01% -436 Timeline ULCC FRONTIER GROUP HLDGS INC More: the full row for FRONTIER GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,838 shares; 2024Q4: 454,003 shares; 2025Q1: 387,856 shares; 2025Q2: 389,727 shares; 2025Q3: 376,095 shares; 2025Q4: 366,143 shares; 2026Q1: 363,153 shares 363,153 $1.28M 0.01% -2,990 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 6,682 shares; 2025Q1: 5,651 shares; 2025Q2: 5,886 shares; 2025Q3: 5,700 shares; 2025Q4: 4,333 shares; 2026Q1: 4,801 shares 4,801 $1.28M 0.01% +468 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,158 shares; 2024Q4: 17,120 shares; 2025Q1: 13,400 shares; 2025Q2: 12,193 shares; 2025Q3: 13,343 shares; 2025Q4: 13,263 shares; 2026Q1: 25,390 shares 25,390 $1.27M 0.01% +12,127 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,433 shares; 2024Q4: 13,790 shares; 2025Q1: 14,618 shares; 2025Q2: 14,688 shares; 2025Q3: 14,366 shares; 2025Q4: 13,958 shares; 2026Q1: 13,605 shares 13,605 $1.27M 0.01% -353 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,271 shares; 2025Q1: 6,180 shares; 2025Q2: 5,940 shares; 2025Q3: 5,854 shares; 2025Q4: 6,959 shares; 2026Q1: 6,052 shares 6,052 $1.27M 0.01% -907 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: 994 shares; 2024Q4: 821 shares; 2025Q1: 777 shares; 2025Q2: 774 shares; 2025Q3: 753 shares; 2025Q4: 727 shares; 2026Q1: 672 shares 672 $1.27M 0.01% -55 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares; 2026Q1: 42,543 shares 42,543 $1.26M 0.01% +34,243 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: 39,228 shares; 2024Q4: 38,279 shares; 2025Q1: 37,138 shares; 2025Q2: 26,486 shares; 2025Q3: 26,250 shares; 2025Q4: 26,492 shares; 2026Q1: 26,210 shares 26,210 $1.26M 0.01% -282 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,187 shares; 2024Q4: 13,105 shares; 2025Q1: 12,060 shares; 2025Q2: 13,297 shares; 2025Q3: 13,296 shares; 2025Q4: 9,229 shares; 2026Q1: 8,036 shares 8,036 $1.25M 0.01% -1,193 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 7,582 shares; 2025Q1: 9,051 shares; 2025Q2: 8,871 shares; 2025Q3: 7,731 shares; 2025Q4: 6,991 shares; 2026Q1: 5,410 shares 5,410 $1.25M 0.01% -1,581 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,932 shares; 2024Q4: 28,010 shares; 2025Q1: 11,872 shares; 2025Q2: 12,441 shares; 2025Q3: 10,155 shares; 2025Q4: 10,770 shares; 2026Q1: 26,391 shares 26,391 $1.24M 0.01% +15,621 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,937 shares; 2025Q1: 7,413 shares; 2025Q2: 7,435 shares; 2025Q3: 7,351 shares; 2025Q4: 7,175 shares; 2026Q1: 6,995 shares 6,995 $1.24M 0.01% -180 Timeline BSCR 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: 31,155 shares; 2024Q4: 34,527 shares; 2025Q1: 30,443 shares; 2025Q2: 30,443 shares; 2025Q3: 33,488 shares; 2025Q4: 53,015 shares; 2026Q1: 62,740 shares 62,740 $1.23M 0.01% +9,725 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares; 2026Q1: 10,502 shares 10,502 $1.23M 0.01% +6,176 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,643 shares; 2024Q4: 60,864 shares; 2025Q1: 54,103 shares; 2025Q2: 44,435 shares; 2025Q3: 32,589 shares; 2025Q4: 31,183 shares; 2026Q1: 24,207 shares 24,207 $1.22M 0.01% -6,976 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,037 shares; 2025Q4: 35,937 shares; 2026Q1: 35,937 shares 35,937 $1.22M 0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 72,408 shares; 2026Q1: 72,991 shares 72,991 $1.21M 0.01% +583 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 6,624 shares; 2025Q1: 8,240 shares; 2025Q2: 7,172 shares; 2025Q3: 6,504 shares; 2025Q4: 6,583 shares; 2026Q1: 5,796 shares 5,796 $1.21M 0.01% -787 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,370 shares; 2025Q1: 14,644 shares; 2025Q2: 13,406 shares; 2025Q3: 13,116 shares; 2025Q4: 13,167 shares; 2026Q1: 13,359 shares 13,359 $1.2M 0.01% +192 Timeline JGRO 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: 10,348 shares; 2024Q4: 11,628 shares; 2025Q1: 10,805 shares; 2025Q2: 11,289 shares; 2025Q3: 11,864 shares; 2025Q4: 11,933 shares; 2026Q1: 14,166 shares 14,166 $1.2M 0.01% +2,233 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,623 shares 28,623 $1.19M 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,449 shares; 2024Q4: 10,722 shares; 2025Q1: 10,536 shares; 2025Q2: 10,312 shares; 2025Q3: 10,249 shares; 2025Q4: 10,233 shares; 2026Q1: 11,759 shares 11,759 $1.18M 0.01% +1,526 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: 13,903 shares; 2024Q4: 14,318 shares; 2025Q1: 14,318 shares; 2025Q2: 14,318 shares; 2025Q3: 14,318 shares; 2025Q4: 14,318 shares; 2026Q1: 24,843 shares 24,843 $1.18M 0.01% +10,525 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 2,651 shares; 2025Q1: 2,534 shares; 2025Q2: 2,047 shares; 2025Q3: 1,886 shares; 2025Q4: 3,306 shares; 2026Q1: 2,433 shares 2,433 $1.18M 0.01% -873 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,538 shares; 2025Q1: 3,740 shares; 2025Q2: 4,893 shares; 2025Q3: 5,166 shares; 2025Q4: 5,363 shares; 2026Q1: 5,431 shares 5,431 $1.18M 0.01% +68 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 14,377 shares; 2025Q1: 15,165 shares; 2025Q2: 15,097 shares; 2025Q3: 14,800 shares; 2025Q4: 14,887 shares; 2026Q1: 14,542 shares 14,542 $1.18M 0.01% -345 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,661 shares; 2024Q4: 71,523 shares; 2025Q1: 64,622 shares; 2025Q2: 67,724 shares; 2025Q3: 26,157 shares; 2025Q4: 26,157 shares; 2026Q1: 26,156 shares 26,156 $1.17M 0.01% -1 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,548 shares; 2025Q4: 43,013 shares; 2026Q1: 36,831 shares 36,831 $1.17M 0.01% -6,182 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 42,747 shares; 2025Q1: 44,621 shares; 2025Q2: 44,891 shares; 2025Q3: 31,430 shares; 2025Q4: 42,940 shares; 2026Q1: 23,346 shares 23,346 $1.16M 0.01% -19,594 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 8,548 shares; 2025Q1: 8,786 shares; 2025Q2: 8,530 shares; 2025Q3: 8,413 shares; 2025Q4: 8,022 shares; 2026Q1: 5,882 shares 5,882 $1.16M 0.01% -2,140 Timeline SPYD 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: 21,645 shares; 2024Q4: 18,080 shares; 2025Q1: 18,156 shares; 2025Q2: 16,329 shares; 2025Q3: 16,151 shares; 2025Q4: 24,886 shares; 2026Q1: 25,552 shares 25,552 $1.16M 0.01% +666 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,850 shares; 2024Q4: 52,716 shares; 2025Q1: 47,085 shares; 2025Q2: 44,620 shares; 2025Q3: 42,815 shares; 2025Q4: 37,379 shares; 2026Q1: 42,176 shares 42,176 $1.16M 0.01% +4,797 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 6,637 shares; 2025Q1: 7,039 shares; 2025Q2: 5,453 shares; 2025Q3: 5,485 shares; 2025Q4: 10,578 shares; 2026Q1: 10,280 shares 10,280 $1.16M 0.01% -298 Timeline LQTI 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: 115,980 shares; 2025Q3: 115,476 shares; 2025Q4: 60,579 shares; 2026Q1: 58,964 shares 58,964 $1.15M 0.01% -1,615 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 12,965 shares; 2025Q1: 13,846 shares; 2025Q2: 11,993 shares; 2025Q3: 11,984 shares; 2025Q4: 11,894 shares; 2026Q1: 12,307 shares 12,307 $1.15M 0.01% +413 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,946 shares; 2024Q4: 336,506 shares; 2025Q1: 24,972 shares; 2025Q2: 21,904 shares; 2025Q3: 21,397 shares; 2025Q4: 20,144 shares; 2026Q1: 20,104 shares 20,104 $1.15M 0.01% -40 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,077 shares; 2025Q2: 31,155 shares; 2025Q3: 30,985 shares; 2025Q4: 15,077 shares; 2026Q1: 14,815 shares 14,815 $1.15M 0.01% -262 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,285 shares; 2024Q4: 72,566 shares; 2025Q1: 11,894 shares; 2025Q2: 9,153 shares; 2025Q3: 9,153 shares; 2025Q4: 13,716 shares; 2026Q1: 24,308 shares 24,308 $1.14M 0.01% +10,592 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,644 shares; 2024Q4: 5,281 shares; 2025Q1: 5,207 shares; 2025Q2: 5,521 shares; 2025Q3: 4,984 shares; 2025Q4: 3,327 shares; 2026Q1: 3,928 shares 3,928 $1.14M 0.01% +601 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 12,122 shares; 2025Q1: 10,325 shares; 2025Q2: 10,447 shares; 2025Q3: 10,325 shares; 2025Q4: 10,125 shares; 2026Q1: 10,383 shares 10,383 $1.14M 0.01% +258 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,062 shares; 2026Q1: 44,554 shares 44,554 $1.13M 0.01% -6,508 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,360 shares; 2025Q1: 9,832 shares; 2025Q2: 11,392 shares; 2025Q3: 11,921 shares; 2025Q4: 11,831 shares; 2026Q1: 11,846 shares 11,846 $1.13M 0.01% +15 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,934 shares; 2024Q4: 12,958 shares; 2025Q1: 11,313 shares; 2025Q2: 13,573 shares; 2025Q3: 13,202 shares; 2025Q4: 24,015 shares; 2026Q1: 24,676 shares 24,676 $1.13M 0.01% +661 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,555 shares; 2024Q4: 173,759 shares; 2025Q1: 155,072 shares; 2025Q2: 150,191 shares; 2025Q3: 147,876 shares; 2025Q4: 54,773 shares; 2026Q1: 18,348 shares 18,348 $1.13M 0.01% -36,425 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 9,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,752 shares; 2026Q1: 19,340 shares 19,340 $1.13M 0.01% +15,588 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: 26,477 shares; 2024Q4: 73,326 shares; 2025Q1: 71,777 shares; 2025Q2: 73,058 shares; 2025Q3: 77,114 shares; 2025Q4: 78,963 shares; 2026Q1: 78,600 shares 78,600 $1.13M 0.01% -363 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,868 shares; 2024Q4: 39,457 shares; 2025Q1: 30,793 shares; 2025Q2: 41,924 shares; 2025Q3: 57,025 shares; 2025Q4: 26,006 shares; 2026Q1: 27,009 shares 27,009 $1.13M 0.01% +1,003 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,963 shares; 2024Q4: 7,314 shares; 2025Q1: 6,688 shares; 2025Q2: 6,611 shares; 2025Q3: 6,813 shares; 2025Q4: 6,789 shares; 2026Q1: 5,159 shares 5,159 $1.12M 0.01% -1,630 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,148 shares; 2024Q4: 12,180 shares; 2025Q1: 13,070 shares; 2025Q2: 12,571 shares; 2025Q3: 12,560 shares; 2025Q4: 12,464 shares; 2026Q1: 14,057 shares 14,057 $1.12M 0.01% +1,593 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,542 shares; 2026Q1: 8,213 shares 8,213 $1.11M 0.01% +2,671 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 3,537 shares; 2025Q1: 4,139 shares; 2025Q2: 3,940 shares; 2025Q3: 3,738 shares; 2025Q4: 3,715 shares; 2026Q1: 3,105 shares 3,105 $1.11M 0.01% -610 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 6,314 shares; 2025Q1: 5,694 shares; 2025Q2: 7,076 shares; 2025Q3: 6,772 shares; 2025Q4: 5,916 shares; 2026Q1: 5,918 shares 5,918 $1.1M 0.01% +2 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,656 shares; 2025Q3: 17,833 shares; 2025Q4: 13,533 shares; 2026Q1: 22,112 shares 22,112 $1.09M 0.01% +8,579 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,861 shares; 2024Q4: 26,713 shares; 2025Q1: 23,982 shares; 2025Q2: 23,310 shares; 2025Q3: 23,065 shares; 2025Q4: 19,746 shares; 2026Q1: 20,123 shares 20,123 $1.09M 0.01% +377 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 3,049 shares; 2025Q1: 3,851 shares; 2025Q2: 3,608 shares; 2025Q3: 3,581 shares; 2025Q4: 4,179 shares; 2026Q1: 4,568 shares 4,568 $1.09M 0.01% +389 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,090 shares; 2026Q1: 42,451 shares 42,451 $1.08M 0.01% -3,639 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,601 shares; 2025Q2: 16,114 shares; 2025Q3: 15,611 shares; 2025Q4: 16,005 shares; 2026Q1: 21,791 shares 21,791 $1.08M 0.01% +5,786 Timeline LALT 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: 47,005 shares; 2026Q1: 44,360 shares 44,360 $1.08M 0.01% -2,645 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,133 shares; 2025Q1: 13,654 shares; 2025Q2: 15,267 shares; 2025Q3: 14,286 shares; 2025Q4: 16,403 shares; 2026Q1: 13,645 shares 13,645 $1.07M 0.01% -2,758 Timeline HYTI 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: 75,521 shares; 2025Q3: 75,564 shares; 2025Q4: 57,594 shares; 2026Q1: 55,465 shares 55,465 $1.07M 0.01% -2,129 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,392 shares; 2025Q2: 30,688 shares; 2025Q3: 33,443 shares; 2025Q4: 30,684 shares; 2026Q1: 29,376 shares 29,376 $1.06M 0.01% -1,308 Timeline FTSM 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: 25,081 shares; 2024Q4: 12,108 shares; 2025Q1: 11,772 shares; 2025Q2: 11,772 shares; 2025Q3: 10,551 shares; 2025Q4: 9,397 shares; 2026Q1: 17,792 shares 17,792 $1.06M 0.01% +8,395 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 19,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,252 shares; 2025Q4: 42,711 shares; 2026Q1: 51,943 shares 51,943 $1.06M 0.01% +9,232 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,294 shares; 2024Q4: 32,125 shares; 2025Q1: 25,495 shares; 2025Q2: 25,851 shares; 2025Q3: 24,982 shares; 2025Q4: 23,112 shares; 2026Q1: 20,324 shares 20,324 $1.06M 0.01% -2,788 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 6,769 shares; 2025Q1: 4,890 shares; 2025Q2: 4,581 shares; 2025Q3: 4,048 shares; 2025Q4: 4,050 shares; 2026Q1: 6,671 shares 6,671 $1.05M 0.01% +2,621 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,177 shares; 2024Q4: 9,472 shares; 2025Q1: 10,843 shares; 2025Q2: 10,401 shares; 2025Q3: 18,945 shares; 2025Q4: 18,072 shares; 2026Q1: 16,642 shares 16,642 $1.04M 0.01% -1,430 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,505 shares; 2024Q4: 20,479 shares; 2025Q1: 22,648 shares; 2025Q2: 15,001 shares; 2025Q3: 14,795 shares; 2025Q4: 14,581 shares; 2026Q1: 22,425 shares 22,425 $1.04M 0.01% +7,844 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: 7,820 shares; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 3,729 shares; 2025Q3: 4,676 shares; 2025Q4: 4,980 shares; 2026Q1: 5,129 shares 5,129 $1.04M 0.01% +149 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,262 shares; 2024Q4: 5,868 shares; 2025Q1: 2,989 shares; 2025Q2: 3,325 shares; 2025Q3: 3,064 shares; 2025Q4: 5,529 shares; 2026Q1: 2,400 shares 2,400 $1.04M 0.01% -3,129 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,725 shares; 2026Q1: 18,215 shares 18,215 $1.04M 0.01% +490 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 10,675 shares; 2025Q1: 8,526 shares; 2025Q2: 6,794 shares; 2025Q3: 7,252 shares; 2025Q4: 7,069 shares; 2026Q1: 7,075 shares 7,075 $1.04M 0.01% +6 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,110 shares 17,110 $1.03M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,610 shares; 2025Q3: 92,223 shares; 2025Q4: 80,786 shares; 2026Q1: 91,148 shares 91,148 $1.03M 0.01% +10,362 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,802 shares; 2025Q1: 11,807 shares; 2025Q2: 18,517 shares; 2025Q3: 23,217 shares; 2025Q4: 20,417 shares; 2026Q1: 19,917 shares 19,917 $1.03M 0.01% -500 Timeline GOVT 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: 66,919 shares; 2024Q4: 50,664 shares; 2025Q1: 47,612 shares; 2025Q2: 45,310 shares; 2025Q3: 46,760 shares; 2025Q4: 44,859 shares; 2026Q1: 44,300 shares 44,300 $1.01M 0.01% -559 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,142 shares; 2025Q1: 2,229 shares; 2025Q2: 2,148 shares; 2025Q3: 2,110 shares; 2025Q4: 2,030 shares; 2026Q1: 2,088 shares 2,088 $1.01M 0.01% +58 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: 54,372 shares; 2024Q4: 54,145 shares; 2025Q1: 62,577 shares; 2025Q2: 61,367 shares; 2025Q3: 63,565 shares; 2025Q4: 5,930 shares; 2026Q1: 4,908 shares 4,908 $1M 0.01% -1,022 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,705 shares; 2025Q1: 3,159 shares; 2025Q2: 3,106 shares; 2025Q3: 2,977 shares; 2025Q4: 2,850 shares; 2026Q1: 2,561 shares 2,561 $1M 0.01% -289 Timeline TDTF 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: not reported; 2024Q4: not reported; 2025Q1: 15,119 shares; 2025Q2: 53,280 shares; 2025Q3: 44,877 shares; 2025Q4: 45,446 shares; 2026Q1: 41,361 shares 41,361 $997K 0.01% -4,085 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 3,518 shares; 2025Q1: 3,823 shares; 2025Q2: 3,791 shares; 2025Q3: 3,867 shares; 2025Q4: 3,823 shares; 2026Q1: 3,286 shares 3,286 $988K 0.01% -537 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,486 shares; 2024Q4: 42,722 shares; 2025Q1: 40,632 shares; 2025Q2: 38,232 shares; 2025Q3: 17,573 shares; 2025Q4: 17,573 shares; 2026Q1: 18,018 shares 18,018 $986K 0.01% +445 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,745 shares; 2025Q1: 28,056 shares; 2025Q2: 27,727 shares; 2025Q3: 27,193 shares; 2025Q4: 26,927 shares; 2026Q1: 27,272 shares 27,272 $985K 0.01% +345 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,578 shares; 2024Q4: 55,571 shares; 2025Q1: 77,041 shares; 2025Q2: 11,160 shares; 2025Q3: 13,079 shares; 2025Q4: 10,340 shares; 2026Q1: 9,918 shares 9,918 $982K 0.01% -422 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,148 shares; 2025Q1: 3,564 shares; 2025Q2: 12,229 shares; 2025Q3: 13,072 shares; 2025Q4: 12,845 shares; 2026Q1: 11,966 shares 11,966 $980K 0.01% -879 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,528 shares; 2025Q1: 4,830 shares; 2025Q2: 4,782 shares; 2025Q3: 4,719 shares; 2025Q4: 4,585 shares; 2026Q1: 4,220 shares 4,220 $979K 0.01% -365 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,377 shares; 2025Q1: 5,384 shares; 2025Q2: 3,772 shares; 2025Q3: 3,404 shares; 2025Q4: 3,494 shares; 2026Q1: 4,089 shares 4,089 $979K 0.01% +595 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 21,574 shares; 2025Q1: 21,368 shares; 2025Q2: 21,368 shares; 2025Q3: 20,828 shares; 2025Q4: 20,806 shares; 2026Q1: 20,806 shares 20,806 $972K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 8,590 shares; 2025Q1: 8,724 shares; 2025Q2: 7,842 shares; 2025Q3: 7,785 shares; 2025Q4: 7,817 shares; 2026Q1: 8,397 shares 8,397 $972K 0.01% +580 Timeline STEN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,500 shares; 2026Q1: 39,200 shares 39,200 $972K 0.01% +11,700 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,987 shares; 2025Q1: 2,998 shares; 2025Q2: 2,969 shares; 2025Q3: 2,984 shares; 2025Q4: 3,007 shares; 2026Q1: 10,270 shares 10,270 $971K 0.01% +7,263 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 10,056 shares; 2025Q1: 10,820 shares; 2025Q2: 10,960 shares; 2025Q3: 10,758 shares; 2025Q4: 10,384 shares; 2026Q1: 9,964 shares 9,964 $968K 0.01% -420 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 3,455 shares; 2025Q1: 4,300 shares; 2025Q2: 5,007 shares; 2025Q3: 4,618 shares; 2025Q4: 4,896 shares; 2026Q1: 4,672 shares 4,672 $964K 0.01% -224 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 10,648 shares; 2025Q1: 9,352 shares; 2025Q2: 8,950 shares; 2025Q3: 8,479 shares; 2025Q4: 8,164 shares; 2026Q1: 7,088 shares 7,088 $960K 0.01% -1,076 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,926 shares; 2025Q1: 6,612 shares; 2025Q2: 6,450 shares; 2025Q3: 6,035 shares; 2025Q4: 6,267 shares; 2026Q1: 10,292 shares 10,292 $960K 0.01% +4,025 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,041 shares; 2025Q1: 1,470 shares; 2025Q2: 1,393 shares; 2025Q3: 1,207 shares; 2025Q4: 1,284 shares; 2026Q1: 1,071 shares 1,071 $959K 0.01% -213 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,724 shares; 2024Q4: 202,710 shares; 2025Q1: 200,964 shares; 2025Q2: 184,073 shares; 2025Q3: 182,124 shares; 2025Q4: 178,764 shares; 2026Q1: 140,140 shares 140,140 $959K 0.01% -38,624 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: 56,261 shares; 2024Q4: 48,387 shares; 2025Q1: 48,387 shares; 2025Q2: 44,554 shares; 2025Q3: 44,554 shares; 2025Q4: 42,554 shares; 2026Q1: 42,564 shares 42,564 $957K 0.01% +10 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,095 shares; 2025Q1: 8,172 shares; 2025Q2: 10,847 shares; 2025Q3: 35,039 shares; 2025Q4: 35,850 shares; 2026Q1: 36,174 shares 36,174 $950K 0.01% +324 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,466 shares; 2025Q3: 11,965 shares; 2025Q4: 11,968 shares; 2026Q1: 12,607 shares 12,607 $948K 0.01% +639 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 7,274 shares; 2025Q1: 6,745 shares; 2025Q2: 6,932 shares; 2025Q3: 6,921 shares; 2025Q4: 5,970 shares; 2026Q1: 10,162 shares 10,162 $945K 0.01% +4,192 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,716 shares; 2025Q1: 1,302 shares; 2025Q2: 1,423 shares; 2025Q3: 1,373 shares; 2025Q4: 1,089 shares; 2026Q1: 681 shares 681 $939K 0.01% -408 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,612 shares; 2024Q4: 32,594 shares; 2025Q1: 33,684 shares; 2025Q2: 29,751 shares; 2025Q3: 31,493 shares; 2025Q4: 31,729 shares; 2026Q1: 42,126 shares 42,126 $936K 0.01% +10,397 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: 6,385 shares; 2024Q4: 6,385 shares; 2025Q1: 6,180 shares; 2025Q2: 5,865 shares; 2025Q3: 5,866 shares; 2025Q4: 5,866 shares; 2026Q1: 5,856 shares 5,856 $928K 0.01% -10 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,964 shares; 2024Q4: 8,134 shares; 2025Q1: 9,250 shares; 2025Q2: 9,101 shares; 2025Q3: 8,364 shares; 2025Q4: 8,539 shares; 2026Q1: 7,058 shares 7,058 $924K 0.01% -1,481 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 25,147 shares; 2025Q1: 22,569 shares; 2025Q2: 19,299 shares; 2025Q3: 16,773 shares; 2025Q4: 15,433 shares; 2026Q1: 18,476 shares 18,476 $920K 0.01% +3,043 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,635 shares; 2024Q4: 12,159 shares; 2025Q1: 11,098 shares; 2025Q2: 10,788 shares; 2025Q3: 10,480 shares; 2025Q4: 10,663 shares; 2026Q1: 9,406 shares 9,406 $919K 0.01% -1,257 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,294 shares; 2025Q2: 16,201 shares; 2025Q3: 18,359 shares; 2025Q4: 23,504 shares; 2026Q1: 24,528 shares 24,528 $918K 0.01% +1,024 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,727 shares; 2024Q4: 22,431 shares; 2025Q1: 22,964 shares; 2025Q2: 22,762 shares; 2025Q3: 22,364 shares; 2025Q4: 26,490 shares; 2026Q1: 4,140 shares 4,140 $915K 0.01% -22,350 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,116 shares; 2025Q1: 2,906 shares; 2025Q2: 2,417 shares; 2025Q3: 2,671 shares; 2025Q4: 3,096 shares; 2026Q1: 2,294 shares 2,294 $913K 0.01% -802 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,048 shares 13,048 $912K 0.01% new 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: 25,344 shares; 2024Q4: 25,689 shares; 2025Q1: 25,464 shares; 2025Q2: 22,470 shares; 2025Q3: 22,470 shares; 2025Q4: 26,514 shares; 2026Q1: 45,637 shares 45,637 $909K 0.01% +19,123 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,746 shares; 2024Q4: 15,700 shares; 2025Q1: 15,652 shares; 2025Q2: 15,253 shares; 2025Q3: 15,330 shares; 2025Q4: 15,338 shares; 2026Q1: 13,573 shares 13,573 $907K 0.01% -1,765 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 7,654 shares; 2025Q1: 6,985 shares; 2025Q2: 6,330 shares; 2025Q3: 5,960 shares; 2025Q4: 5,431 shares; 2026Q1: 4,315 shares 4,315 $902K 0.01% -1,116 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,629 shares; 2024Q4: 279,972 shares; 2025Q1: 944,281 shares; 2025Q2: 219,692 shares; 2025Q3: 201,787 shares; 2025Q4: 201,920 shares; 2026Q1: 21,222 shares 21,222 $902K 0.01% -180,698 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 7,552 shares; 2025Q1: 7,960 shares; 2025Q2: 7,892 shares; 2025Q3: 7,773 shares; 2025Q4: 7,977 shares; 2026Q1: 6,558 shares 6,558 $900K 0.01% -1,419 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 8,860 shares; 2025Q1: 8,991 shares; 2025Q2: 8,996 shares; 2025Q3: 9,002 shares; 2025Q4: 7,600 shares; 2026Q1: 8,831 shares 8,831 $899K 0.01% +1,231 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,128 shares; 2026Q1: 71,326 shares 71,326 $892K 0.01% -25,802 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 8,857 shares; 2025Q1: 7,003 shares; 2025Q2: 5,861 shares; 2025Q3: 5,679 shares; 2025Q4: 5,420 shares; 2026Q1: 5,260 shares 5,260 $888K 0.01% -160 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,173 shares; 2025Q2: 1,197 shares; 2025Q3: 1,113 shares; 2025Q4: 1,176 shares; 2026Q1: 3,158 shares 3,158 $888K 0.01% +1,982 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,653 shares; 2024Q4: 88,151 shares; 2025Q1: 116,871 shares; 2025Q2: 97,601 shares; 2025Q3: 102,601 shares; 2025Q4: 59,354 shares; 2026Q1: 29,731 shares 29,731 $884K 0.01% -29,623 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,209 shares; 2025Q1: 3,329 shares; 2025Q2: 2,849 shares; 2025Q3: 2,847 shares; 2025Q4: 2,495 shares; 2026Q1: 2,597 shares 2,597 $879K 0.01% +102 Timeline GRID 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: 2,282 shares; 2026Q1: 5,369 shares 5,369 $878K 0.01% +3,087 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 18,802 shares; 2025Q1: 25,218 shares; 2025Q2: 25,678 shares; 2025Q3: 31,012 shares; 2025Q4: 31,269 shares; 2026Q1: 39,041 shares 39,041 $878K 0.01% +7,772 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 34,929 shares; 2025Q1: 38,196 shares; 2025Q2: 34,549 shares; 2025Q3: 33,884 shares; 2025Q4: 28,405 shares; 2026Q1: 27,856 shares 27,856 $877K 0.01% -549 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,797 shares; 2024Q4: 26,257 shares; 2025Q1: 18,666 shares; 2025Q2: 9,312 shares; 2025Q3: 18,378 shares; 2025Q4: 18,832 shares; 2026Q1: 12,056 shares 12,056 $872K 0.01% -6,776 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,093 shares; 2025Q1: 2,700 shares; 2025Q2: 2,699 shares; 2025Q3: 2,454 shares; 2025Q4: 2,471 shares; 2026Q1: 1,962 shares 1,962 $872K 0.01% -509 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,812 shares; 2024Q4: 13,901 shares; 2025Q1: 14,482 shares; 2025Q2: 15,680 shares; 2025Q3: 15,641 shares; 2025Q4: 15,359 shares; 2026Q1: 15,295 shares 15,295 $872K 0.01% -64 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,641 shares; 2024Q4: 19,230 shares; 2025Q1: 17,789 shares; 2025Q2: 17,660 shares; 2025Q3: 16,975 shares; 2025Q4: 15,559 shares; 2026Q1: 14,729 shares 14,729 $871K 0.01% -830 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 13,519 shares; 2025Q3: 17,627 shares; 2025Q4: 19,375 shares; 2026Q1: 15,506 shares 15,506 $869K 0.01% -3,869 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 10,977 shares; 2025Q1: 10,977 shares; 2025Q2: 10,977 shares; 2025Q3: 10,977 shares; 2025Q4: 11,042 shares; 2026Q1: 11,042 shares 11,042 $863K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,186 shares; 2024Q4: 26,386 shares; 2025Q1: 22,400 shares; 2025Q2: 16,592 shares; 2025Q3: 14,671 shares; 2025Q4: 14,359 shares; 2026Q1: 7,815 shares 7,815 $863K 0.01% -6,544 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: 14,795 shares; 2024Q4: 14,848 shares; 2025Q1: 14,854 shares; 2025Q2: 14,879 shares; 2025Q3: 14,895 shares; 2025Q4: 14,879 shares; 2026Q1: 14,879 shares 14,879 $861K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,896 shares; 2025Q1: 5,540 shares; 2025Q2: 4,255 shares; 2025Q3: 4,267 shares; 2025Q4: 4,940 shares; 2026Q1: 6,015 shares 6,015 $859K 0.01% +1,075 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 1,970 shares; 2025Q1: not reported; 2025Q2: 4,381 shares; 2025Q3: 4,376 shares; 2025Q4: 4,420 shares; 2026Q1: 6,798 shares 6,798 $858K 0.01% +2,378 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: 6,904 shares; 2024Q4: 6,884 shares; 2025Q1: 7,533 shares; 2025Q2: 7,184 shares; 2025Q3: 7,766 shares; 2025Q4: 7,090 shares; 2026Q1: 7,322 shares 7,322 $858K 0.01% +232 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,553 shares; 2025Q1: 5,226 shares; 2025Q2: 4,930 shares; 2025Q3: 4,179 shares; 2025Q4: 5,032 shares; 2026Q1: 5,245 shares 5,245 $858K 0.01% +213 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,158 shares 26,158 $856K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 7,537 shares; 2025Q1: 8,079 shares; 2025Q2: 8,100 shares; 2025Q3: 7,965 shares; 2025Q4: 8,558 shares; 2026Q1: 7,773 shares 7,773 $854K 0.01% -785 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,270 shares; 2025Q1: 1,338 shares; 2025Q2: 1,709 shares; 2025Q3: 1,627 shares; 2025Q4: 1,892 shares; 2026Q1: 1,553 shares 1,553 $853K 0.01% -339 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 13,646 shares; 2025Q1: 15,939 shares; 2025Q2: 13,646 shares; 2025Q3: 13,905 shares; 2025Q4: 12,321 shares; 2026Q1: 10,277 shares 10,277 $851K 0.01% -2,044 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 11,467 shares; 2025Q1: 12,026 shares; 2025Q2: 12,014 shares; 2025Q3: 11,798 shares; 2025Q4: 11,685 shares; 2026Q1: 11,699 shares 11,699 $850K 0.01% +14 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,983 shares 19,983 $850K 0.01% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: 10,315 shares; 2025Q1: 10,327 shares; 2025Q2: 8,929 shares; 2025Q3: 8,617 shares; 2025Q4: 8,617 shares; 2026Q1: 8,351 shares 8,351 $850K 0.01% -266 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: 25,842 shares; 2024Q4: 23,380 shares; 2025Q1: 22,949 shares; 2025Q2: 21,582 shares; 2025Q3: 21,129 shares; 2025Q4: 18,878 shares; 2026Q1: 15,876 shares 15,876 $848K 0.01% -3,002 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,247 shares; 2025Q1: 4,242 shares; 2025Q2: 4,120 shares; 2025Q3: 4,112 shares; 2025Q4: 4,136 shares; 2026Q1: 3,628 shares 3,628 $846K 0.01% -508 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 3,942 shares; 2025Q1: 3,654 shares; 2025Q2: 4,393 shares; 2025Q3: 4,456 shares; 2025Q4: 4,131 shares; 2026Q1: 3,248 shares 3,248 $845K 0.01% -883 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,061 shares; 2025Q1: 3,339 shares; 2025Q2: 3,500 shares; 2025Q3: 2,850 shares; 2025Q4: 2,983 shares; 2026Q1: 2,776 shares 2,776 $844K 0.01% -207 Timeline IJS 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: 6,568 shares; 2024Q4: 6,217 shares; 2025Q1: 6,182 shares; 2025Q2: 6,194 shares; 2025Q3: 6,347 shares; 2025Q4: 6,585 shares; 2026Q1: 7,121 shares 7,121 $844K 0.01% +536 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,418 shares; 2025Q3: 3,483 shares; 2025Q4: 3,427 shares; 2026Q1: 3,453 shares 3,453 $836K 0.01% +26 Timeline COPP 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: 7,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,707 shares; 2025Q3: 10,858 shares; 2025Q4: 10,858 shares; 2026Q1: 23,380 shares 23,380 $835K 0.01% +12,522 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,964 shares; 2024Q4: 29,396 shares; 2025Q1: 27,036 shares; 2025Q2: 25,481 shares; 2025Q3: 30,744 shares; 2025Q4: 30,744 shares; 2026Q1: 36,506 shares 36,506 $827K 0.01% +5,762 Timeline BSMQ 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: 34,035 shares; 2024Q4: 34,035 shares; 2025Q1: 34,035 shares; 2025Q2: 34,883 shares; 2025Q3: 34,713 shares; 2025Q4: 34,713 shares; 2026Q1: 34,713 shares 34,713 $820K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,754 shares; 2025Q4: 4,170 shares; 2026Q1: 3,009 shares 3,009 $814K 0.01% -1,161 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,924 shares; 2024Q4: 34,298 shares; 2025Q1: 34,298 shares; 2025Q2: 33,121 shares; 2025Q3: 33,121 shares; 2025Q4: 34,962 shares; 2026Q1: 34,331 shares 34,331 $811K 0.01% -631 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,388 shares; 2024Q4: 16,349 shares; 2025Q1: 10,875 shares; 2025Q2: 180,096 shares; 2025Q3: 184,687 shares; 2025Q4: 10,246 shares; 2026Q1: 7,834 shares 7,834 $810K 0.01% -2,412 Timeline GUNR 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: 14,636 shares; 2024Q4: 14,636 shares; 2025Q1: 14,636 shares; 2025Q2: 14,636 shares; 2025Q3: 14,636 shares; 2025Q4: 14,636 shares; 2026Q1: 14,654 shares 14,654 $808K 0.01% +18 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,639 shares; 2024Q4: 16,700 shares; 2025Q1: 18,863 shares; 2025Q2: 17,051 shares; 2025Q3: 16,185 shares; 2025Q4: 16,600 shares; 2026Q1: 12,423 shares 12,423 $808K 0.01% -4,177 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,074 shares; 2025Q1: 4,287 shares; 2025Q2: 7,243 shares; 2025Q3: 6,466 shares; 2025Q4: 6,094 shares; 2026Q1: 4,425 shares 4,425 $807K 0.01% -1,669 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 8,796 shares; 2025Q1: 8,601 shares; 2025Q2: 8,627 shares; 2025Q3: 8,635 shares; 2025Q4: 8,983 shares; 2026Q1: 8,634 shares 8,634 $806K 0.01% -349 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,831 shares; 2024Q4: 42,342 shares; 2025Q1: 40,157 shares; 2025Q2: 39,409 shares; 2025Q3: 29,173 shares; 2025Q4: 24,984 shares; 2026Q1: 21,858 shares 21,858 $803K 0.01% -3,126 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,507 shares; 2024Q4: 62,486 shares; 2025Q1: 12,673 shares; 2025Q2: 16,297 shares; 2025Q3: 16,740 shares; 2025Q4: 15,833 shares; 2026Q1: 14,455 shares 14,455 $803K 0.01% -1,378 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,457 shares; 2025Q1: 47,566 shares; 2025Q2: 47,956 shares; 2025Q3: 47,316 shares; 2025Q4: 46,605 shares; 2026Q1: 46,904 shares 46,904 $802K 0.01% +299 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 12,085 shares; 2025Q1: 15,819 shares; 2025Q2: 16,480 shares; 2025Q3: 15,942 shares; 2025Q4: 14,896 shares; 2026Q1: 10,724 shares 10,724 $799K 0.01% -4,172 Timeline DIVO 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: 9,286 shares; 2024Q4: 6,895 shares; 2025Q1: not reported; 2025Q2: 4,878 shares; 2025Q3: 4,906 shares; 2025Q4: 111,111 shares; 2026Q1: 17,724 shares 17,724 $795K 0.01% -93,387 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,557 shares; 2024Q4: 15,609 shares; 2025Q1: 15,613 shares; 2025Q2: 15,638 shares; 2025Q3: 15,681 shares; 2025Q4: 15,732 shares; 2026Q1: 8,844 shares 8,844 $795K 0.01% -6,888 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: 10,180 shares; 2024Q4: 10,083 shares; 2025Q1: 10,099 shares; 2025Q2: 10,060 shares; 2025Q3: 9,998 shares; 2025Q4: 9,935 shares; 2026Q1: 9,371 shares 9,371 $793K 0.01% -564 Timeline FTEC 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: 1,473 shares; 2025Q2: 4,338 shares; 2025Q3: 4,600 shares; 2025Q4: 3,521 shares; 2026Q1: 3,807 shares 3,807 $792K 0.01% +286 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,887 shares; 2024Q4: 85,103 shares; 2025Q1: 85,437 shares; 2025Q2: 121,930 shares; 2025Q3: 95,774 shares; 2025Q4: 137,379 shares; 2026Q1: 151,776 shares 151,776 $788K 0.01% +14,397 Timeline MNA 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: 121,480 shares; 2024Q4: 101,005 shares; 2025Q1: 83,781 shares; 2025Q2: 51,812 shares; 2025Q3: 37,836 shares; 2025Q4: 30,484 shares; 2026Q1: 21,656 shares 21,656 $787K 0.01% -8,828 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,728 shares; 2025Q1: 7,506 shares; 2025Q2: 7,642 shares; 2025Q3: 7,817 shares; 2025Q4: 7,657 shares; 2026Q1: 6,847 shares 6,847 $780K 0.01% -810 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 8,569 shares; 2025Q1: 8,542 shares; 2025Q2: 8,528 shares; 2025Q3: 8,629 shares; 2025Q4: 8,083 shares; 2026Q1: 7,994 shares 7,994 $772K 0.01% -89 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,568 shares; 2024Q4: 23,664 shares; 2025Q1: 29,934 shares; 2025Q2: 30,509 shares; 2025Q3: 29,382 shares; 2025Q4: 30,470 shares; 2026Q1: 32,059 shares 32,059 $761K 0.01% +1,589 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,619 shares; 2024Q4: 14,956 shares; 2025Q1: 9,544 shares; 2025Q2: 9,375 shares; 2025Q3: 8,092 shares; 2025Q4: 7,867 shares; 2026Q1: 8,033 shares 8,033 $760K 0.01% +166 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,768 shares; 2025Q1: 16,453 shares; 2025Q2: 15,119 shares; 2025Q3: 13,867 shares; 2025Q4: 13,617 shares; 2026Q1: 13,734 shares 13,734 $759K 0.01% +117 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,749 shares; 2024Q4: 12,749 shares; 2025Q1: 12,749 shares; 2025Q2: 12,749 shares; 2025Q3: 11,749 shares; 2025Q4: 17,749 shares; 2026Q1: 20,924 shares 20,924 $759K 0.01% +3,175 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 2,976 shares; 2025Q1: 3,972 shares; 2025Q2: 4,382 shares; 2025Q3: 4,728 shares; 2025Q4: 4,268 shares; 2026Q1: 3,868 shares 3,868 $758K 0.01% -400 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,773 shares; 2024Q4: 280,411 shares; 2025Q1: 295,028 shares; 2025Q2: 297,631 shares; 2025Q3: 290,277 shares; 2025Q4: 289,845 shares; 2026Q1: 298,472 shares 298,472 $755K 0.01% +8,627 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,096 shares; 2024Q4: 10,500 shares; 2025Q1: 8,008 shares; 2025Q2: 7,499 shares; 2025Q3: 7,151 shares; 2025Q4: 6,872 shares; 2026Q1: 3,483 shares 3,483 $754K 0.01% -3,389 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 15,547 shares; 2025Q1: 15,547 shares; 2025Q2: 15,547 shares; 2025Q3: 15,547 shares; 2025Q4: 15,547 shares; 2026Q1: 15,547 shares 15,547 $754K 0.01% 0 Timeline PWZ 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: 104,225 shares; 2024Q4: 106,807 shares; 2025Q1: 115,384 shares; 2025Q2: 45,580 shares; 2025Q3: 24,519 shares; 2025Q4: 24,519 shares; 2026Q1: 31,571 shares 31,571 $754K 0.01% +7,052 Timeline FEMB 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: not reported; 2025Q3: not reported; 2025Q4: 27,199 shares; 2026Q1: 26,160 shares 26,160 $752K 0.01% -1,039 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 7,416 shares; 2025Q1: 6,519 shares; 2025Q2: 7,286 shares; 2025Q3: 7,086 shares; 2025Q4: 6,686 shares; 2026Q1: 6,139 shares 6,139 $750K 0.01% -547 Timeline EIPX 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: 24,656 shares; 2026Q1: 23,222 shares 23,222 $747K 0.01% -1,434 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,924 shares; 2025Q1: 5,989 shares; 2025Q2: 6,559 shares; 2025Q3: 7,256 shares; 2025Q4: 7,520 shares; 2026Q1: 7,507 shares 7,507 $746K 0.01% -13 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to 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: 19,745 shares; 2026Q1: 22,334 shares 22,334 $745K 0.01% +2,589 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,857 shares; 2025Q4: 8,858 shares; 2026Q1: 10,095 shares 10,095 $745K 0.01% +1,237 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,806 shares; 2024Q4: 35,802 shares; 2025Q1: 19,210 shares; 2025Q2: 15,053 shares; 2025Q3: 13,733 shares; 2025Q4: 13,909 shares; 2026Q1: 13,156 shares 13,156 $744K 0.01% -753 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 11,513 shares; 2025Q1: 12,291 shares; 2025Q2: 12,615 shares; 2025Q3: 11,817 shares; 2025Q4: 11,765 shares; 2026Q1: 10,699 shares 10,699 $741K 0.01% -1,066 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 4,492 shares; 2025Q1: 5,004 shares; 2025Q2: 5,990 shares; 2025Q3: 5,495 shares; 2025Q4: 5,349 shares; 2026Q1: 4,504 shares 4,504 $739K 0.01% -845 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 14,525 shares; 2025Q1: 13,928 shares; 2025Q2: 14,139 shares; 2025Q3: 14,342 shares; 2025Q4: 14,512 shares; 2026Q1: 14,524 shares 14,524 $738K 0.01% +12 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,982 shares; 2025Q3: 7,848 shares; 2025Q4: 9,981 shares; 2026Q1: 11,490 shares 11,490 $738K 0.01% +1,509 Timeline PSCT 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: 12,269 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,270 shares; 2025Q3: 12,270 shares; 2025Q4: 12,270 shares; 2026Q1: 12,270 shares 12,270 $737K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 35,983 shares; 2025Q1: 36,223 shares; 2025Q2: 31,248 shares; 2025Q3: 30,599 shares; 2025Q4: 29,137 shares; 2026Q1: 28,436 shares 28,436 $736K 0.01% -701 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 9,120 shares; 2025Q1: 9,049 shares; 2025Q2: 6,091 shares; 2025Q3: 6,426 shares; 2025Q4: 5,391 shares; 2026Q1: 8,003 shares 8,003 $733K 0.01% +2,612 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,234 shares; 2025Q3: 5,930 shares; 2025Q4: 5,858 shares; 2026Q1: 7,058 shares 7,058 $732K 0.01% +1,200 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,290 shares; 2025Q1: 4,739 shares; 2025Q2: 4,730 shares; 2025Q3: 4,744 shares; 2025Q4: 4,731 shares; 2026Q1: 4,552 shares 4,552 $730K 0.01% -179 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,609 shares; 2024Q4: 48,414 shares; 2025Q1: 26,700 shares; 2025Q2: 27,447 shares; 2025Q3: 26,531 shares; 2025Q4: 25,973 shares; 2026Q1: 21,593 shares 21,593 $724K 0.01% -4,380 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,424 shares; 2026Q1: 50,764 shares 50,764 $723K 0.01% +340 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: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 50,024 shares 50,024 $723K 0.01% +20,024 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,069 shares; 2025Q1: 3,464 shares; 2025Q2: 3,465 shares; 2025Q3: 3,127 shares; 2025Q4: 7,482 shares; 2026Q1: 2,542 shares 2,542 $721K 0.01% -4,940 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,034 shares; 2024Q4: 13,949 shares; 2025Q1: 12,916 shares; 2025Q2: 12,302 shares; 2025Q3: 12,620 shares; 2025Q4: 13,183 shares; 2026Q1: 14,332 shares 14,332 $721K 0.01% +1,149 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,286 shares; 2025Q1: 9,835 shares; 2025Q2: 9,331 shares; 2025Q3: 9,148 shares; 2025Q4: 7,617 shares; 2026Q1: 7,957 shares 7,957 $719K 0.01% +340 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,197 shares; 2025Q1: 1,304 shares; 2025Q2: 1,326 shares; 2025Q3: 1,341 shares; 2025Q4: 1,551 shares; 2026Q1: 1,519 shares 1,519 $719K 0.01% -32 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL 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: 3 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,100 shares; 2024Q4: 37,616 shares; 2025Q1: 24,577 shares; 2025Q2: 24,241 shares; 2025Q3: 21,994 shares; 2025Q4: 21,196 shares; 2026Q1: 23,729 shares 23,729 $714K 0.01% +2,533 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 4,969 shares; 2025Q1: 5,728 shares; 2025Q2: 5,763 shares; 2025Q3: 5,580 shares; 2025Q4: 5,472 shares; 2026Q1: 4,511 shares 4,511 $710K 0.01% -961 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,320 shares; 2024Q4: 66,520 shares; 2025Q1: 69,520 shares; 2025Q2: 69,524 shares; 2025Q3: 69,524 shares; 2025Q4: 68,645 shares; 2026Q1: 58,845 shares 58,845 $710K 0.01% -9,800 Timeline JUST 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: 11,392 shares; 2024Q4: 10,700 shares; 2025Q1: 10,731 shares; 2025Q2: 8,142 shares; 2025Q3: 7,939 shares; 2025Q4: 7,785 shares; 2026Q1: 7,659 shares 7,659 $708K 0.01% -126 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,556 shares; 2024Q4: 5,097 shares; 2025Q1: 3,017 shares; 2025Q2: 2,144 shares; 2025Q3: 5,088 shares; 2025Q4: 5,119 shares; 2026Q1: 3,237 shares 3,237 $708K 0.01% -1,882 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: 11,728 shares; 2024Q4: 11,728 shares; 2025Q1: 11,728 shares; 2025Q2: 11,728 shares; 2025Q3: 11,728 shares; 2025Q4: 11,068 shares; 2026Q1: 11,068 shares 11,068 $708K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,416 shares; 2024Q4: 21,070 shares; 2025Q1: 16,769 shares; 2025Q2: 16,897 shares; 2025Q3: 15,847 shares; 2025Q4: 15,402 shares; 2026Q1: 12,213 shares 12,213 $704K 0.01% -3,189 Timeline MGK 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: 2,589 shares; 2024Q4: 2,300 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 2,453 shares; 2025Q4: 2,470 shares; 2026Q1: 1,914 shares 1,914 $703K 0.01% -556 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,758 shares; 2026Q1: 27,658 shares 27,658 $701K 0.01% -4,100 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: 4,104 shares; 2024Q4: 4,053 shares; 2025Q1: 5,088 shares; 2025Q2: 5,031 shares; 2025Q3: 4,954 shares; 2025Q4: 11,540 shares; 2026Q1: 10,262 shares 10,262 $701K 0.01% -1,278 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,304 shares; 2026Q1: 34,065 shares 34,065 $699K 0.01% -1,239 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,828 shares; 2025Q1: 17,264 shares; 2025Q2: 17,164 shares; 2025Q3: 16,858 shares; 2025Q4: 16,769 shares; 2026Q1: 16,664 shares 16,664 $695K 0.01% -105 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: 3,476 shares; 2024Q4: 3,297 shares; 2025Q1: 3,557 shares; 2025Q2: not reported; 2025Q3: 7,673 shares; 2025Q4: 7,250 shares; 2026Q1: 11,506 shares 11,506 $695K 0.01% +4,256 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 6,225 shares; 2025Q1: 4,681 shares; 2025Q2: 4,684 shares; 2025Q3: 4,689 shares; 2025Q4: 4,692 shares; 2026Q1: 4,695 shares 4,695 $693K 0.01% +3 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,540 shares; 2024Q4: 7,166 shares; 2025Q1: 7,698 shares; 2025Q2: 8,038 shares; 2025Q3: 7,912 shares; 2025Q4: 12,613 shares; 2026Q1: 14,113 shares 14,113 $691K 0.01% +1,500 Timeline JAVA 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: 9,293 shares; 2024Q4: 9,329 shares; 2025Q1: 9,354 shares; 2025Q2: 9,389 shares; 2025Q3: 9,423 shares; 2025Q4: 9,462 shares; 2026Q1: 9,591 shares 9,591 $688K 0.01% +129 Timeline FNDF 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: 13,678 shares; 2024Q4: 11,201 shares; 2025Q1: 9,505 shares; 2025Q2: 10,585 shares; 2025Q3: 11,011 shares; 2025Q4: 10,009 shares; 2026Q1: 14,031 shares 14,031 $687K 0.01% +4,022 Timeline PHYS 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: 27,458 shares; 2024Q4: 15,070 shares; 2025Q1: 12,990 shares; 2025Q2: 12,990 shares; 2025Q3: 12,857 shares; 2025Q4: 19,302 shares; 2026Q1: 19,095 shares 19,095 $677K 0.01% -207 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,051 shares; 2025Q1: 1,165 shares; 2025Q2: 1,128 shares; 2025Q3: 961 shares; 2025Q4: 900 shares; 2026Q1: 992 shares 992 $676K 0.01% +92 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: 5,824 shares; 2024Q4: 5,682 shares; 2025Q1: 7,284 shares; 2025Q2: 6,907 shares; 2025Q3: 6,882 shares; 2025Q4: 6,359 shares; 2026Q1: 18,921 shares 18,921 $675K 0.01% +12,562 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 4,821 shares; 2025Q1: 5,160 shares; 2025Q2: 5,123 shares; 2025Q3: 4,730 shares; 2025Q4: 4,622 shares; 2026Q1: 3,415 shares 3,415 $672K 0.01% -1,207 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,549 shares; 2024Q4: 31,409 shares; 2025Q1: 31,583 shares; 2025Q2: 26,509 shares; 2025Q3: 17,186 shares; 2025Q4: 14,258 shares; 2026Q1: 13,766 shares 13,766 $671K 0.01% -492 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 6,612 shares; 2025Q1: 7,619 shares; 2025Q2: 6,144 shares; 2025Q3: 5,468 shares; 2025Q4: 5,818 shares; 2026Q1: 3,959 shares 3,959 $670K 0.01% -1,859 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 15,191 shares; 2025Q1: 14,794 shares; 2025Q2: 14,691 shares; 2025Q3: 13,409 shares; 2025Q4: 13,709 shares; 2026Q1: 11,390 shares 11,390 $669K 0.01% -2,319 Timeline SCHO 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: 18,659 shares; 2024Q4: 24,591 shares; 2025Q1: 17,140 shares; 2025Q2: 32,125 shares; 2025Q3: 33,024 shares; 2025Q4: 27,395 shares; 2026Q1: 27,576 shares 27,576 $669K 0.01% +181 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,268 shares 91,268 $664K 0.01% new Timeline FCVT 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: 7,643 shares; 2025Q1: 15,455 shares; 2025Q2: 14,770 shares; 2025Q3: 14,549 shares; 2025Q4: 13,570 shares; 2026Q1: 15,021 shares 15,021 $664K 0.01% +1,451 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,583 shares; 2026Q1: 7,627 shares 7,627 $663K 0.01% +44 Timeline IWX 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: 5,855 shares; 2024Q4: 5,588 shares; 2025Q1: 5,771 shares; 2025Q2: 5,583 shares; 2025Q3: 5,579 shares; 2025Q4: 7,132 shares; 2026Q1: 7,154 shares 7,154 $663K 0.01% +22 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,140 shares; 2024Q4: 36,499 shares; 2025Q1: 32,940 shares; 2025Q2: 32,837 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares; 2026Q1: 13,889 shares 13,889 $662K 0.01% +1,404 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,387 shares; 2025Q1: 3,933 shares; 2025Q2: 3,696 shares; 2025Q3: 3,728 shares; 2025Q4: 6,094 shares; 2026Q1: 6,074 shares 6,074 $662K 0.01% -20 Timeline FDL 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: 36,480 shares; 2024Q4: 36,202 shares; 2025Q1: 48,094 shares; 2025Q2: 48,038 shares; 2025Q3: 47,233 shares; 2025Q4: 9,757 shares; 2026Q1: 13,007 shares 13,007 $661K 0.01% +3,250 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 742 shares; 2025Q1: 684 shares; 2025Q2: 697 shares; 2025Q3: 698 shares; 2025Q4: 649 shares; 2026Q1: 1,878 shares 1,878 $660K 0.01% +1,229 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 2,911 shares; 2025Q1: 2,919 shares; 2025Q2: 2,928 shares; 2025Q3: 2,924 shares; 2025Q4: 2,933 shares; 2026Q1: 2,791 shares 2,791 $660K 0.01% -142 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,959 shares; 2024Q4: 60,856 shares; 2025Q1: 61,198 shares; 2025Q2: 103,607 shares; 2025Q3: 105,066 shares; 2025Q4: 34,400 shares; 2026Q1: 14,130 shares 14,130 $659K 0.01% -20,270 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: 18,312 shares; 2025Q1: 18,262 shares; 2025Q2: 17,388 shares; 2025Q3: 17,575 shares; 2025Q4: 17,144 shares; 2026Q1: 16,861 shares 16,861 $659K 0.01% -283 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 14,117 shares; 2025Q1: 14,185 shares; 2025Q2: 12,835 shares; 2025Q3: 12,846 shares; 2025Q4: 14,207 shares; 2026Q1: 13,874 shares 13,874 $653K 0.01% -333 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,725 shares; 2025Q1: 2,663 shares; 2025Q2: 2,115 shares; 2025Q3: 2,161 shares; 2025Q4: 2,740 shares; 2026Q1: 2,889 shares 2,889 $649K 0.01% +149 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: not reported; 2024Q4: 3,081 shares; 2025Q1: 3,082 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 2,323 shares; 2026Q1: 2,256 shares 2,256 $649K 0.01% -67 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,493 shares; 2025Q1: 61,954 shares; 2025Q2: 64,668 shares; 2025Q3: 64,650 shares; 2025Q4: 64,095 shares; 2026Q1: 58,898 shares 58,898 $648K 0.01% -5,197 Timeline SOXX 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: 1,268 shares; 2025Q3: 1,249 shares; 2025Q4: 1,282 shares; 2026Q1: 1,968 shares 1,968 $647K 0.01% +686 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,694 shares; 2026Q1: 18,006 shares 18,006 $646K 0.01% -688 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: not reported; 2025Q1: 1,765 shares; 2025Q2: 4,135 shares; 2025Q3: 3,678 shares; 2025Q4: 3,287 shares; 2026Q1: 3,265 shares 3,265 $643K 0.01% -22 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 12,218 shares; 2025Q1: 12,295 shares; 2025Q2: 11,597 shares; 2025Q3: 13,040 shares; 2025Q4: 11,428 shares; 2026Q1: 8,337 shares 8,337 $643K 0.01% -3,091 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,949 shares; 2024Q4: 35,427 shares; 2025Q1: 34,309 shares; 2025Q2: 33,106 shares; 2025Q3: 12,622 shares; 2025Q4: 12,404 shares; 2026Q1: 12,681 shares 12,681 $639K 0.01% +277 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,321 shares 10,321 $638K 0.01% new Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 3,149 shares; 2025Q1: 2,944 shares; 2025Q2: 2,899 shares; 2025Q3: 2,954 shares; 2025Q4: 2,459 shares; 2026Q1: 2,277 shares 2,277 $635K 0.01% -182 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,200 shares; 2025Q4: 26,792 shares; 2026Q1: 21,978 shares 21,978 $634K 0.01% -4,814 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,529 shares; 2025Q1: 63,303 shares; 2025Q2: 62,159 shares; 2025Q3: 59,127 shares; 2025Q4: 57,279 shares; 2026Q1: 57,149 shares 57,149 $634K 0.01% -130 Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,834 shares; 2024Q4: 120,834 shares; 2025Q1: 120,834 shares; 2025Q2: 120,834 shares; 2025Q3: 107,077 shares; 2025Q4: 107,077 shares; 2026Q1: 107,077 shares 107,077 $632K 0.01% 0 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 10,012 shares; 2025Q1: 10,688 shares; 2025Q2: 10,654 shares; 2025Q3: 10,504 shares; 2025Q4: 10,490 shares; 2026Q1: 11,519 shares 11,519 $630K 0.01% +1,029 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 12,160 shares; 2025Q1: 14,260 shares; 2025Q2: 14,378 shares; 2025Q3: 14,053 shares; 2025Q4: 13,557 shares; 2026Q1: 12,455 shares 12,455 $628K 0.01% -1,102 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 6,143 shares; 2025Q1: 5,906 shares; 2025Q2: 5,902 shares; 2025Q3: 5,203 shares; 2025Q4: 5,199 shares; 2026Q1: 5,151 shares 5,151 $628K 0.01% -48 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,162 shares; 2025Q1: 5,186 shares; 2025Q2: 4,685 shares; 2025Q3: 4,552 shares; 2025Q4: 41,945 shares; 2026Q1: 13,838 shares 13,838 $627K 0.01% -28,107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,359 shares; 2025Q3: 3,699 shares; 2025Q4: 3,767 shares; 2026Q1: 3,166 shares 3,166 $625K 0.01% -601 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,974 shares; 2025Q1: 9,253 shares; 2025Q2: 9,255 shares; 2025Q3: 9,124 shares; 2025Q4: 9,017 shares; 2026Q1: 9,104 shares 9,104 $623K 0.01% +87 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 17,086 shares; 2025Q1: 10,979 shares; 2025Q2: 10,328 shares; 2025Q3: 10,380 shares; 2025Q4: 10,562 shares; 2026Q1: 9,392 shares 9,392 $623K 0.01% -1,170 Timeline AMLP 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: 17,986 shares; 2024Q4: 18,495 shares; 2025Q1: 31,532 shares; 2025Q2: 29,970 shares; 2025Q3: 29,222 shares; 2025Q4: 20,713 shares; 2026Q1: 11,768 shares 11,768 $619K 0.01% -8,945 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: 2,204 shares; 2025Q2: 2,210 shares; 2025Q3: 2,192 shares; 2025Q4: 2,182 shares; 2026Q1: 2,117 shares 2,117 $619K 0.01% -65 Timeline BUFD 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: 81,137 shares; 2024Q4: 89,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,953 shares 21,953 $615K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 151 shares; 2025Q1: 183 shares; 2025Q2: 186 shares; 2025Q3: 421 shares; 2025Q4: 372 shares; 2026Q1: 321 shares 321 $614K 0.01% -51 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 10,788 shares; 2025Q1: 10,834 shares; 2025Q2: 8,531 shares; 2025Q3: 8,282 shares; 2025Q4: 8,281 shares; 2026Q1: 6,022 shares 6,022 $612K 0.01% -2,259 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 911 shares; 2025Q2: 810 shares; 2025Q3: 1,640 shares; 2025Q4: 1,472 shares; 2026Q1: 4,878 shares 4,878 $609K 0.01% +3,406 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 14,053 shares; 2025Q1: 24,128 shares; 2025Q2: 25,481 shares; 2025Q3: 24,001 shares; 2025Q4: 25,691 shares; 2026Q1: 24,491 shares 24,491 $607K 0.01% -1,200 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,882 shares; 2025Q1: 5,684 shares; 2025Q2: 5,627 shares; 2025Q3: 5,627 shares; 2025Q4: 5,045 shares; 2026Q1: 5,057 shares 5,057 $604K 0.01% +12 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,686 shares; 2024Q4: 12,346 shares; 2025Q1: 14,018 shares; 2025Q2: 14,039 shares; 2025Q3: 14,039 shares; 2025Q4: 9,487 shares; 2026Q1: 10,641 shares 10,641 $598K 0.01% +1,154 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,723 shares; 2025Q4: 3,697 shares; 2026Q1: 3,682 shares 3,682 $598K 0.01% -15 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,835 shares; 2025Q1: 7,008 shares; 2025Q2: 7,845 shares; 2025Q3: 8,904 shares; 2025Q4: 8,367 shares; 2026Q1: 7,929 shares 7,929 $597K 0.01% -438 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,244 shares; 2025Q1: 7,054 shares; 2025Q2: 7,039 shares; 2025Q3: 6,983 shares; 2025Q4: 6,916 shares; 2026Q1: 6,462 shares 6,462 $595K 0.01% -454 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 8,890 shares; 2025Q1: 7,699 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares; 2025Q4: 8,093 shares; 2026Q1: 8,273 shares 8,273 $594K 0.01% +180 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,320 shares; 2025Q1: 7,134 shares; 2025Q2: 6,668 shares; 2025Q3: 6,661 shares; 2025Q4: 6,362 shares; 2026Q1: 5,951 shares 5,951 $592K 0.01% -411 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 10,746 shares; 2025Q3: 12,962 shares; 2025Q4: 13,910 shares; 2026Q1: 8,501 shares 8,501 $589K 0.01% -5,409 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,640 shares; 2025Q4: 6,702 shares; 2026Q1: 7,133 shares 7,133 $588K 0.01% +431 Timeline TDIV 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: 8,940 shares; 2024Q4: 8,872 shares; 2025Q1: 5,973 shares; 2025Q2: 6,189 shares; 2025Q3: 6,189 shares; 2025Q4: 6,050 shares; 2026Q1: 6,262 shares 6,262 $586K 0.01% +212 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,540 shares; 2024Q4: 31,901 shares; 2025Q1: 2,810 shares; 2025Q2: 2,848 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares; 2026Q1: 2,077 shares 2,077 $586K 0.01% -547 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,345 shares; 2025Q1: 14,761 shares; 2025Q2: 12,673 shares; 2025Q3: 12,673 shares; 2025Q4: 8,777 shares; 2026Q1: 8,305 shares 8,305 $584K 0.01% -472 Timeline VIS 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: 1,841 shares; 2024Q4: 1,858 shares; 2025Q1: 1,576 shares; 2025Q2: 1,541 shares; 2025Q3: 1,542 shares; 2025Q4: 1,676 shares; 2026Q1: 1,869 shares 1,869 $583K 0.01% +193 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,378 shares; 2025Q1: 84,426 shares; 2025Q2: 84,778 shares; 2025Q3: 84,119 shares; 2025Q4: 83,295 shares; 2026Q1: 81,786 shares 81,786 $577K 0.01% -1,509 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,555 shares; 2025Q1: 3,932 shares; 2025Q2: 3,878 shares; 2025Q3: 3,815 shares; 2025Q4: 3,595 shares; 2026Q1: 3,022 shares 3,022 $571K 0.01% -573 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,358 shares; 2024Q4: not reported; 2025Q1: 6,124 shares; 2025Q2: 6,392 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,670 shares 21,670 $571K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,195 shares; 2024Q4: 45,347 shares; 2025Q1: 47,713 shares; 2025Q2: 49,003 shares; 2025Q3: 49,898 shares; 2025Q4: 71,465 shares; 2026Q1: 7,110 shares 7,110 $569K 0.01% -64,355 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 9,618 shares; 2025Q1: 12,633 shares; 2025Q2: 13,648 shares; 2025Q3: 13,169 shares; 2025Q4: 13,300 shares; 2026Q1: 14,900 shares 14,900 $569K 0.01% +1,600 Timeline BSMR 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: 18,978 shares; 2024Q4: 18,978 shares; 2025Q1: 23,206 shares; 2025Q2: 24,058 shares; 2025Q3: 24,058 shares; 2025Q4: 24,058 shares; 2026Q1: 24,058 shares 24,058 $569K 0.01% 0 Timeline LTTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,282 shares 30,282 $568K 0.01% new Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,615 shares; 2024Q4: 22,117 shares; 2025Q1: 24,198 shares; 2025Q2: 24,194 shares; 2025Q3: 23,982 shares; 2025Q4: 23,966 shares; 2026Q1: 22,906 shares 22,906 $564K 0.01% -1,060 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 3,840 shares; 2025Q1: 3,918 shares; 2025Q2: 3,895 shares; 2025Q3: 3,940 shares; 2025Q4: 4,052 shares; 2026Q1: 3,851 shares 3,851 $563K 0.01% -201 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,130 shares; 2025Q1: 5,629 shares; 2025Q2: 4,965 shares; 2025Q3: 4,889 shares; 2025Q4: 4,704 shares; 2026Q1: 4,048 shares 4,048 $562K 0.01% -656 Timeline AVLV 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: 3,183 shares; 2025Q1: 3,514 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,742 shares; 2026Q1: 6,976 shares 6,976 $562K 0.01% +2,234 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 2,712 shares; 2025Q3: 2,905 shares; 2025Q4: 2,811 shares; 2026Q1: 2,105 shares 2,105 $559K 0.01% -706 Timeline IQLT 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: 5,406 shares; 2024Q4: 5,406 shares; 2025Q1: 5,931 shares; 2025Q2: 5,406 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares; 2026Q1: 12,033 shares 12,033 $556K 0.01% +6,509 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 3,846 shares; 2025Q1: 3,733 shares; 2025Q2: 5,205 shares; 2025Q3: 3,180 shares; 2025Q4: 4,166 shares; 2026Q1: 3,633 shares 3,633 $556K 0.01% -533 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 17,230 shares; 2025Q1: 17,230 shares; 2025Q2: 13,723 shares; 2025Q3: 13,723 shares; 2025Q4: 13,723 shares; 2026Q1: 13,723 shares 13,723 $555K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,724 shares; 2024Q4: 28,584 shares; 2025Q1: 43,042 shares; 2025Q2: 42,433 shares; 2025Q3: 38,468 shares; 2025Q4: 8,208 shares; 2026Q1: 9,952 shares 9,952 $555K 0.01% +1,744 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,130 shares; 2025Q1: 17,096 shares; 2025Q2: 17,151 shares; 2025Q3: 17,025 shares; 2025Q4: 16,954 shares; 2026Q1: 16,946 shares 16,946 $553K 0.01% -8 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 12,485 shares; 2025Q1: 13,796 shares; 2025Q2: 15,238 shares; 2025Q3: 10,571 shares; 2025Q4: 9,619 shares; 2026Q1: 5,970 shares 5,970 $552K 0.01% -3,649 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 33,399 shares; 2025Q1: 32,354 shares; 2025Q2: 34,190 shares; 2025Q3: 33,393 shares; 2025Q4: 29,065 shares; 2026Q1: 26,572 shares 26,572 $550K 0.01% -2,493 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 15,346 shares; 2025Q1: 17,012 shares; 2025Q2: 18,078 shares; 2025Q3: 25,770 shares; 2025Q4: 22,431 shares; 2026Q1: 22,025 shares 22,025 $548K 0.01% -406 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 38,844 shares; 2025Q1: 40,307 shares; 2025Q2: 40,538 shares; 2025Q3: 40,371 shares; 2025Q4: 40,355 shares; 2026Q1: 40,648 shares 40,648 $548K 0.01% +293 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,757 shares; 2024Q4: 11,018 shares; 2025Q1: 11,142 shares; 2025Q2: 10,903 shares; 2025Q3: 9,503 shares; 2025Q4: 8,431 shares; 2026Q1: 8,138 shares 8,138 $545K 0.01% -293 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,006 shares; 2025Q4: 10,006 shares; 2026Q1: 9,552 shares 9,552 $545K 0.01% -454 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 687 shares; 2025Q1: 1,009 shares; 2025Q2: 943 shares; 2025Q3: 911 shares; 2025Q4: 944 shares; 2026Q1: 747 shares 747 $544K 0.01% -197 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,531 shares; 2025Q1: 25,312 shares; 2025Q2: 21,021 shares; 2025Q3: 20,571 shares; 2025Q4: 17,004 shares; 2026Q1: 15,364 shares 15,364 $543K 0.01% -1,640 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 5,100 shares; 2025Q1: 5,163 shares; 2025Q2: 5,376 shares; 2025Q3: 3,893 shares; 2025Q4: 12,732 shares; 2026Q1: 4,585 shares 4,585 $542K 0.01% -8,147 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,330 shares; 2024Q4: 13,331 shares; 2025Q1: 13,530 shares; 2025Q2: 13,353 shares; 2025Q3: 13,649 shares; 2025Q4: 11,974 shares; 2026Q1: 11,648 shares 11,648 $538K 0.01% -326 Timeline MAXJ 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: 83,244 shares; 2024Q4: 84,044 shares; 2025Q1: 78,585 shares; 2025Q2: 174,955 shares; 2025Q3: 20,094 shares; 2025Q4: 19,095 shares; 2026Q1: 19,095 shares 19,095 $538K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 638 shares; 2025Q1: 2,861 shares; 2025Q2: 3,623 shares; 2025Q3: 2,981 shares; 2025Q4: 3,518 shares; 2026Q1: 1,610 shares 1,610 $537K 0.01% -1,908 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,264 shares; 2025Q1: 30,001 shares; 2025Q2: 30,595 shares; 2025Q3: 29,861 shares; 2025Q4: 30,066 shares; 2026Q1: 28,446 shares 28,446 $537K 0.01% -1,620 Timeline TFI 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: 12,255 shares; 2024Q4: 12,702 shares; 2025Q1: 12,231 shares; 2025Q2: 9,014 shares; 2025Q3: 10,602 shares; 2025Q4: 10,545 shares; 2026Q1: 11,845 shares 11,845 $537K 0.01% +1,300 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,944 shares; 2025Q1: 5,156 shares; 2025Q2: 5,428 shares; 2025Q3: 5,550 shares; 2025Q4: 4,810 shares; 2026Q1: 3,546 shares 3,546 $533K 0.01% -1,264 Timeline IDV 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: 25,921 shares; 2024Q4: 21,546 shares; 2025Q1: not reported; 2025Q2: 8,594 shares; 2025Q3: 8,805 shares; 2025Q4: 9,387 shares; 2026Q1: 12,462 shares 12,462 $530K 0.01% +3,075 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,093 shares; 2026Q1: 10,227 shares 10,227 $529K 0.01% -22,866 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,361 shares; 2024Q4: 19,509 shares; 2025Q1: 10,138 shares; 2025Q2: 7,078 shares; 2025Q3: 7,500 shares; 2025Q4: 7,557 shares; 2026Q1: 7,302 shares 7,302 $529K 0.01% -255 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,714 shares; 2025Q1: 5,569 shares; 2025Q2: 4,762 shares; 2025Q3: 4,779 shares; 2025Q4: 4,949 shares; 2026Q1: 4,969 shares 4,969 $527K 0.01% +20 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: 11,687 shares; 2025Q1: 7,179 shares; 2025Q2: 4,259 shares; 2025Q3: 3,931 shares; 2025Q4: 4,160 shares; 2026Q1: 6,303 shares 6,303 $527K 0.01% +2,143 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: 14,677 shares; 2024Q4: 12,067 shares; 2025Q1: 12,360 shares; 2025Q2: 12,215 shares; 2025Q3: 11,924 shares; 2025Q4: 12,032 shares; 2026Q1: 12,231 shares 12,231 $527K 0.01% +199 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 5,180 shares; 2025Q4: 5,234 shares; 2026Q1: 5,260 shares 5,260 $526K 0.01% +26 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,761 shares; 2025Q1: 4,273 shares; 2025Q2: 4,417 shares; 2025Q3: 3,812 shares; 2025Q4: 3,870 shares; 2026Q1: 2,483 shares 2,483 $525K 0.01% -1,387 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 2,537 shares; 2025Q4: 2,267 shares; 2026Q1: 1,351 shares 1,351 $524K 0.01% -916 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,485 shares; 2025Q1: 2,937 shares; 2025Q2: 2,477 shares; 2025Q3: 1,971 shares; 2025Q4: 2,094 shares; 2026Q1: 1,774 shares 1,774 $524K 0.01% -320 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,276 shares; 2025Q1: 8,206 shares; 2025Q2: 8,214 shares; 2025Q3: 8,260 shares; 2025Q4: 8,282 shares; 2026Q1: 7,386 shares 7,386 $523K 0.01% -896 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,342 shares; 2025Q1: 6,855 shares; 2025Q2: 7,232 shares; 2025Q3: 8,525 shares; 2025Q4: 9,355 shares; 2026Q1: 8,822 shares 8,822 $521K 0.01% -533 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: 11,728 shares; 2024Q4: 10,804 shares; 2025Q1: 8,804 shares; 2025Q2: 7,952 shares; 2025Q3: 7,981 shares; 2025Q4: 7,952 shares; 2026Q1: 9,214 shares 9,214 $521K 0.01% +1,262 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 2,817 shares; 2025Q4: 2,171 shares; 2026Q1: 1,613 shares 1,613 $521K 0.01% -558 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,267 shares; 2025Q1: 2,293 shares; 2025Q2: 2,380 shares; 2025Q3: 2,271 shares; 2025Q4: 2,155 shares; 2026Q1: 1,622 shares 1,622 $520K 0.01% -533 Timeline PRSU PURSUIT ATTRACTIONS AND HOSP More: the full row for PURSUIT ATTRACTIONS AND HOSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,015 shares; 2024Q4: 13,517 shares; 2025Q1: 13,997 shares; 2025Q2: 13,988 shares; 2025Q3: 13,917 shares; 2025Q4: 13,695 shares; 2026Q1: 14,134 shares 14,134 $518K 0.01% +439 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,828 shares; 2024Q4: 17,174 shares; 2025Q1: 13,570 shares; 2025Q2: 12,585 shares; 2025Q3: 10,723 shares; 2025Q4: 10,682 shares; 2026Q1: 6,184 shares 6,184 $518K 0.01% -4,498 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: 5,371 shares; 2024Q4: 7,128 shares; 2025Q1: 5,885 shares; 2025Q2: 4,868 shares; 2025Q3: 4,884 shares; 2025Q4: 4,907 shares; 2026Q1: 4,672 shares 4,672 $517K 0.01% -235 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,659 shares; 2025Q1: 62,659 shares; 2025Q2: 42,659 shares; 2025Q3: 17,659 shares; 2025Q4: 12,659 shares; 2026Q1: 12,659 shares 12,659 $517K 0.01% 0 Timeline DSI 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: 5,358 shares; 2024Q4: 4,801 shares; 2025Q1: 4,207 shares; 2025Q2: 3,577 shares; 2025Q3: 3,568 shares; 2025Q4: 3,581 shares; 2026Q1: 4,252 shares 4,252 $515K 0.01% +671 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,761 shares; 2024Q4: 77,888 shares; 2025Q1: 24,159 shares; 2025Q2: 17,007 shares; 2025Q3: 20,443 shares; 2025Q4: 20,062 shares; 2026Q1: 23,927 shares 23,927 $514K 0.01% +3,865 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 2,402 shares; 2025Q1: 1,376 shares; 2025Q2: 1,332 shares; 2025Q3: 1,764 shares; 2025Q4: 1,488 shares; 2026Q1: 1,177 shares 1,177 $513K 0.01% -311 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,864 shares; 2024Q4: 16,676 shares; 2025Q1: 18,079 shares; 2025Q2: 30,648 shares; 2025Q3: 29,825 shares; 2025Q4: 19,446 shares; 2026Q1: 16,031 shares 16,031 $513K 0.01% -3,415 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,896 shares; 2025Q1: 2,407 shares; 2025Q2: 3,183 shares; 2025Q3: 3,016 shares; 2025Q4: 3,276 shares; 2026Q1: 2,310 shares 2,310 $513K 0.01% -966 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 3,880 shares; 2025Q1: 3,971 shares; 2025Q2: 3,949 shares; 2025Q3: 3,974 shares; 2025Q4: 3,951 shares; 2026Q1: 3,914 shares 3,914 $513K 0.01% -37 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,531 shares; 2025Q1: 4,391 shares; 2025Q2: 1,645 shares; 2025Q3: 1,588 shares; 2025Q4: 1,584 shares; 2026Q1: 702 shares 702 $511K <0.01% -882 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 3,175 shares; 2025Q1: 3,434 shares; 2025Q2: 3,446 shares; 2025Q3: 3,359 shares; 2025Q4: 2,991 shares; 2026Q1: 2,468 shares 2,468 $510K <0.01% -523 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to 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: 6,657 shares 6,657 $510K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4,021 shares; 2025Q1: 3,738 shares; 2025Q2: 3,717 shares; 2025Q3: 4,449 shares; 2025Q4: 4,076 shares; 2026Q1: 3,742 shares 3,742 $509K <0.01% -334 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,250 shares; 2026Q1: 2,959 shares 2,959 $509K <0.01% -291 Timeline SPLV 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: 8,606 shares; 2024Q4: 8,076 shares; 2025Q1: 7,338 shares; 2025Q2: 6,696 shares; 2025Q3: 6,707 shares; 2025Q4: 6,713 shares; 2026Q1: 6,929 shares 6,929 $507K <0.01% +216 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 4,009 shares; 2026Q1: 4,379 shares 4,379 $505K <0.01% +370 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,963 shares; 2025Q3: 8,739 shares; 2025Q4: 8,651 shares; 2026Q1: 10,654 shares 10,654 $505K <0.01% +2,003 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 6,959 shares; 2025Q1: 6,663 shares; 2025Q2: 6,668 shares; 2025Q3: 6,672 shares; 2025Q4: 6,677 shares; 2026Q1: 6,681 shares 6,681 $504K <0.01% +4 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,591 shares; 2025Q1: 13,525 shares; 2025Q2: 13,512 shares; 2025Q3: 13,410 shares; 2025Q4: 13,373 shares; 2026Q1: 13,202 shares 13,202 $503K <0.01% -171 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 20,845 shares; 2025Q1: 20,670 shares; 2025Q2: 33,137 shares; 2025Q3: 31,075 shares; 2025Q4: 13,173 shares; 2026Q1: 10,721 shares 10,721 $503K <0.01% -2,452 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,725 shares; 2025Q1: 5,088 shares; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 5,370 shares; 2026Q1: 4,529 shares 4,529 $502K <0.01% -841 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,715 shares; 2024Q4: 10,467 shares; 2025Q1: 13,261 shares; 2025Q2: 9,685 shares; 2025Q3: 9,420 shares; 2025Q4: 11,240 shares; 2026Q1: 9,714 shares 9,714 $499K <0.01% -1,526 Timeline KOMP 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: 11,120 shares; 2024Q4: 10,574 shares; 2025Q1: 9,851 shares; 2025Q2: 10,146 shares; 2025Q3: 10,354 shares; 2025Q4: 8,593 shares; 2026Q1: 8,530 shares 8,530 $499K <0.01% -63 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,033 shares; 2024Q4: 35,108 shares; 2025Q1: 36,262 shares; 2025Q2: 35,228 shares; 2025Q3: 34,636 shares; 2025Q4: 34,261 shares; 2026Q1: 34,974 shares 34,974 $498K <0.01% +713 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,829 shares; 2024Q4: 15,240 shares; 2025Q1: 7,653 shares; 2025Q2: 7,861 shares; 2025Q3: 6,606 shares; 2025Q4: 7,593 shares; 2026Q1: 5,815 shares 5,815 $496K <0.01% -1,778 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182 shares; 2026Q1: 779 shares 779 $495K <0.01% -403 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,345 shares; 2026Q1: 36,519 shares 36,519 $493K <0.01% +174 Timeline EMDM 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: 14,850 shares; 2026Q1: 14,059 shares 14,059 $493K <0.01% -791 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,971 shares; 2024Q4: 41,568 shares; 2025Q1: 47,506 shares; 2025Q2: 30,277 shares; 2025Q3: 36,124 shares; 2025Q4: 35,322 shares; 2026Q1: 31,364 shares 31,364 $491K <0.01% -3,958 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,924 shares; 2024Q4: 130,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,253 shares 11,253 $491K <0.01% new Timeline QQEW 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: 4,101 shares; 2024Q4: 4,089 shares; 2025Q1: 3,978 shares; 2025Q2: 3,978 shares; 2025Q3: 3,978 shares; 2025Q4: 3,978 shares; 2026Q1: 3,840 shares 3,840 $488K <0.01% -138 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,579 shares; 2025Q1: 7,535 shares; 2025Q2: 7,616 shares; 2025Q3: 7,258 shares; 2025Q4: 7,892 shares; 2026Q1: 5,730 shares 5,730 $486K <0.01% -2,162 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,120 shares; 2025Q2: 11,120 shares; 2025Q3: 17,120 shares; 2025Q4: 17,120 shares; 2026Q1: 17,120 shares 17,120 $484K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,986 shares; 2024Q4: 5,699 shares; 2025Q1: 5,432 shares; 2025Q2: 6,208 shares; 2025Q3: 5,794 shares; 2025Q4: 5,494 shares; 2026Q1: 4,738 shares 4,738 $484K <0.01% -756 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,001 shares; 2026Q1: 21,001 shares 21,001 $481K <0.01% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,125 shares; 2024Q4: 22,491 shares; 2025Q1: 23,554 shares; 2025Q2: 25,863 shares; 2025Q3: 25,656 shares; 2025Q4: 21,822 shares; 2026Q1: 19,153 shares 19,153 $481K <0.01% -2,669 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,450 shares; 2025Q1: 3,042 shares; 2025Q2: 3,157 shares; 2025Q3: 3,067 shares; 2025Q4: 3,241 shares; 2026Q1: 2,524 shares 2,524 $481K <0.01% -717 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: 1,979 shares; 2024Q4: 1,971 shares; 2025Q1: 2,221 shares; 2025Q2: 2,393 shares; 2025Q3: 2,361 shares; 2025Q4: 2,183 shares; 2026Q1: 1,807 shares 1,807 $481K <0.01% -376 Timeline ACWX 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: 7,218 shares; 2025Q3: 3,551 shares; 2025Q4: 3,355 shares; 2026Q1: 7,015 shares 7,015 $480K <0.01% +3,660 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 4,489 shares; 2025Q1: 4,653 shares; 2025Q2: 4,159 shares; 2025Q3: 3,860 shares; 2025Q4: 3,767 shares; 2026Q1: 3,602 shares 3,602 $479K <0.01% -165 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,960 shares; 2025Q2: 1,972 shares; 2025Q3: 1,966 shares; 2025Q4: 1,972 shares; 2026Q1: 1,669 shares 1,669 $479K <0.01% -303 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 424 shares; 2025Q1: 432 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $476K <0.01% 0 BSMS 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: 19,218 shares; 2024Q4: 19,218 shares; 2025Q1: 19,218 shares; 2025Q2: 19,218 shares; 2025Q3: 19,218 shares; 2025Q4: 20,283 shares; 2026Q1: 20,283 shares 20,283 $475K <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: 4,954 shares; 2024Q4: 4,869 shares; 2025Q1: 5,755 shares; 2025Q2: 5,946 shares; 2025Q3: 5,775 shares; 2025Q4: 5,397 shares; 2026Q1: 6,343 shares 6,343 $469K <0.01% +946 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,450 shares; 2025Q4: 14,662 shares; 2026Q1: 18,586 shares 18,586 $467K <0.01% +3,924 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 15,119 shares; 2025Q1: 12,269 shares; 2025Q2: 10,462 shares; 2025Q3: 7,261 shares; 2025Q4: 7,440 shares; 2026Q1: 5,113 shares 5,113 $465K <0.01% -2,327 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $463K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,963 shares; 2025Q1: 3,864 shares; 2025Q2: 4,744 shares; 2025Q3: 4,702 shares; 2025Q4: 3,381 shares; 2026Q1: 3,177 shares 3,177 $462K <0.01% -204 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,646 shares; 2025Q3: 17,282 shares; 2025Q4: 12,433 shares; 2026Q1: 11,314 shares 11,314 $461K <0.01% -1,119 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,215 shares; 2025Q1: 4,223 shares; 2025Q2: 4,727 shares; 2025Q3: 4,236 shares; 2025Q4: 3,881 shares; 2026Q1: 3,502 shares 3,502 $461K <0.01% -379 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 24,507 shares; 2025Q1: 31,266 shares; 2025Q2: 30,639 shares; 2025Q3: 30,846 shares; 2025Q4: 26,339 shares; 2026Q1: 27,155 shares 27,155 $461K <0.01% +816 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,279 shares; 2024Q4: 11,512 shares; 2025Q1: 12,276 shares; 2025Q2: 12,015 shares; 2025Q3: 11,647 shares; 2025Q4: 10,814 shares; 2026Q1: 9,847 shares 9,847 $459K <0.01% -967 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,304 shares; 2024Q4: 15,768 shares; 2025Q1: 16,078 shares; 2025Q2: 16,807 shares; 2025Q3: 16,826 shares; 2025Q4: 15,982 shares; 2026Q1: 14,491 shares 14,491 $457K <0.01% -1,491 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,078 shares; 2025Q1: 1,425 shares; 2025Q2: 1,519 shares; 2025Q3: 1,293 shares; 2025Q4: 1,279 shares; 2026Q1: 1,053 shares 1,053 $457K <0.01% -226 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: 1,879 shares; 2024Q4: 1,891 shares; 2025Q1: 2,194 shares; 2025Q2: 2,448 shares; 2025Q3: 2,408 shares; 2025Q4: 2,253 shares; 2026Q1: 1,833 shares 1,833 $457K <0.01% -420 Timeline PXF 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: 4,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,478 shares 6,478 $453K <0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,292 shares; 2025Q4: 1,166 shares; 2026Q1: 830 shares 830 $451K <0.01% -336 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: 6,190 shares; 2024Q4: 6,097 shares; 2025Q1: 7,368 shares; 2025Q2: 6,632 shares; 2025Q3: 6,743 shares; 2025Q4: 6,008 shares; 2026Q1: 5,528 shares 5,528 $449K <0.01% -480 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 7,182 shares; 2025Q1: 7,692 shares; 2025Q2: 7,257 shares; 2025Q3: 7,566 shares; 2025Q4: 8,231 shares; 2026Q1: 11,678 shares 11,678 $447K <0.01% +3,447 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,559 shares; 2024Q4: 9,559 shares; 2025Q1: 9,559 shares; 2025Q2: 9,559 shares; 2025Q3: 9,559 shares; 2025Q4: 9,459 shares; 2026Q1: 9,359 shares 9,359 $446K <0.01% -100 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,903 shares; 2026Q1: 10,635 shares 10,635 $444K <0.01% -268 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 5,890 shares; 2025Q1: 4,434 shares; 2025Q2: 4,217 shares; 2025Q3: 4,103 shares; 2025Q4: 8,140 shares; 2026Q1: 6,386 shares 6,386 $443K <0.01% -1,754 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,431 shares; 2026Q1: 4,774 shares 4,774 $443K <0.01% +1,343 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,903 shares; 2024Q4: 15,696 shares; 2025Q1: 16,748 shares; 2025Q2: 17,205 shares; 2025Q3: 17,295 shares; 2025Q4: 15,056 shares; 2026Q1: 12,950 shares 12,950 $442K <0.01% -2,106 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,010 shares; 2024Q4: 8,010 shares; 2025Q1: 8,003 shares; 2025Q2: 8,003 shares; 2025Q3: 8,003 shares; 2025Q4: 8,003 shares; 2026Q1: 8,154 shares 8,154 $441K <0.01% +151 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,964 shares 12,964 $441K <0.01% new Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,063 shares; 2024Q4: 10,407 shares; 2025Q1: 10,539 shares; 2025Q2: 10,871 shares; 2025Q3: 11,083 shares; 2025Q4: 11,306 shares; 2026Q1: 14,310 shares 14,310 $441K <0.01% +3,004 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,543 shares; 2025Q1: 3,782 shares; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,700 shares; 2026Q1: 2,455 shares 2,455 $441K <0.01% -1,245 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,378 shares; 2025Q2: 4,363 shares; 2025Q3: 4,363 shares; 2025Q4: 4,363 shares; 2026Q1: 4,363 shares 4,363 $441K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,605 shares; 2025Q3: 14,082 shares; 2025Q4: 7,459 shares; 2026Q1: 6,092 shares 6,092 $436K <0.01% -1,367 Timeline