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: 28,932 shares; 2024Q4: 31,099 shares; 2025Q1: 46,913 shares; 2025Q2: 52,411 shares; 2025Q3: 38,359 shares; 2025Q4: 37,985 shares; 2026Q1: 37,807 shares 37,807 $2.66M 0.03% -178 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,678 shares; 2024Q4: 44,337 shares; 2025Q1: 66,126 shares; 2025Q2: 65,742 shares; 2025Q3: 65,616 shares; 2025Q4: 72,690 shares; 2026Q1: 71,469 shares 71,469 $2.66M 0.03% -1,221 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,036 shares; 2025Q3: 136,291 shares; 2025Q4: 146,527 shares; 2026Q1: 160,076 shares 160,076 $2.63M 0.03% +13,549 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614,627 shares; 2024Q4: 481,470 shares; 2025Q1: 457,394 shares; 2025Q2: 466,955 shares; 2025Q3: 448,820 shares; 2025Q4: 449,790 shares; 2026Q1: 460,222 shares 460,222 $2.63M 0.03% +10,432 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,171 shares; 2024Q4: 17,717 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,887 shares; 2025Q4: not reported; 2026Q1: 24,736 shares 24,736 $2.63M 0.03% new 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: 12,692 shares; 2024Q4: 12,765 shares; 2025Q1: 15,557 shares; 2025Q2: 15,359 shares; 2025Q3: 15,376 shares; 2025Q4: 15,829 shares; 2026Q1: 18,064 shares 18,064 $2.62M 0.03% +2,235 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 8,733 shares; 2025Q1: 15,254 shares; 2025Q2: 15,639 shares; 2025Q3: 16,683 shares; 2025Q4: 17,046 shares; 2026Q1: 17,861 shares 17,861 $2.61M 0.03% +815 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: 18,956 shares; 2024Q4: 19,132 shares; 2025Q1: 20,351 shares; 2025Q2: 19,708 shares; 2025Q3: 19,856 shares; 2025Q4: 19,478 shares; 2026Q1: 19,605 shares 19,605 $2.6M 0.03% +127 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,713 shares; 2024Q4: 56,412 shares; 2025Q1: 46,351 shares; 2025Q2: 54,660 shares; 2025Q3: 56,445 shares; 2025Q4: 53,192 shares; 2026Q1: 59,130 shares 59,130 $2.59M 0.03% +5,938 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,241 shares; 2024Q4: 22,848 shares; 2025Q1: 22,921 shares; 2025Q2: 21,867 shares; 2025Q3: 21,799 shares; 2025Q4: 21,703 shares; 2026Q1: 21,709 shares 21,709 $2.57M 0.03% +6 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,454 shares; 2025Q1: 7,505 shares; 2025Q2: 8,113 shares; 2025Q3: 8,011 shares; 2025Q4: 7,600 shares; 2026Q1: 7,515 shares 7,515 $2.57M 0.03% -85 Timeline ITOT 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: 11,208 shares; 2024Q4: 12,318 shares; 2025Q1: 13,217 shares; 2025Q2: 12,194 shares; 2025Q3: 12,071 shares; 2025Q4: 13,580 shares; 2026Q1: 17,869 shares 17,869 $2.55M 0.03% +4,289 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,151 shares; 2024Q4: 365,439 shares; 2025Q1: 242,154 shares; 2025Q2: 178,605 shares; 2025Q3: 170,564 shares; 2025Q4: 256,296 shares; 2026Q1: 159,868 shares 159,868 $2.54M 0.03% -96,428 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 21,203 shares; 2025Q1: 26,103 shares; 2025Q2: 29,727 shares; 2025Q3: 42,467 shares; 2025Q4: 45,620 shares; 2026Q1: 37,308 shares 37,308 $2.54M 0.03% -8,312 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,680 shares 63,680 $2.53M 0.03% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,090 shares; 2024Q4: 29,424 shares; 2025Q1: 26,967 shares; 2025Q2: 30,079 shares; 2025Q3: 39,167 shares; 2025Q4: 38,068 shares; 2026Q1: 41,422 shares 41,422 $2.53M 0.03% +3,354 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: 16,137 shares; 2024Q4: 15,040 shares; 2025Q1: 16,739 shares; 2025Q2: 15,342 shares; 2025Q3: 15,418 shares; 2025Q4: 15,034 shares; 2026Q1: 14,843 shares 14,843 $2.51M 0.03% -191 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,848 shares; 2024Q4: 103,378 shares; 2025Q1: 40,340 shares; 2025Q2: 52,698 shares; 2025Q3: 35,643 shares; 2025Q4: 38,454 shares; 2026Q1: 34,862 shares 34,862 $2.5M 0.03% -3,592 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,749 shares; 2024Q4: 188,280 shares; 2025Q1: 208,871 shares; 2025Q2: 206,345 shares; 2025Q3: 223,993 shares; 2025Q4: 228,949 shares; 2026Q1: 271,153 shares 271,153 $2.5M 0.03% +42,204 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,774 shares; 2024Q4: 45,080 shares; 2025Q1: 43,466 shares; 2025Q2: 35,496 shares; 2025Q3: 33,386 shares; 2025Q4: 30,025 shares; 2026Q1: 12,773 shares 12,773 $2.49M 0.03% -17,252 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,066 shares; 2024Q4: 32,142 shares; 2025Q1: 30,350 shares; 2025Q2: 25,498 shares; 2025Q3: 25,923 shares; 2025Q4: 27,496 shares; 2026Q1: 26,657 shares 26,657 $2.49M 0.03% -839 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,617 shares; 2024Q4: 21,612 shares; 2025Q1: 24,193 shares; 2025Q2: 28,799 shares; 2025Q3: 93,447 shares; 2025Q4: 36,465 shares; 2026Q1: 37,606 shares 37,606 $2.48M 0.03% +1,141 Timeline VHT 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: 8,137 shares; 2024Q4: 7,822 shares; 2025Q1: 8,090 shares; 2025Q2: 8,602 shares; 2025Q3: 8,806 shares; 2025Q4: 8,898 shares; 2026Q1: 9,082 shares 9,082 $2.47M 0.03% +184 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,518 shares; 2024Q4: 14,168 shares; 2025Q1: 16,673 shares; 2025Q2: 16,441 shares; 2025Q3: 16,577 shares; 2025Q4: 14,623 shares; 2026Q1: 14,580 shares 14,580 $2.47M 0.03% -43 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,239 shares; 2024Q4: 17,239 shares; 2025Q1: 17,239 shares; 2025Q2: 17,239 shares; 2025Q3: 17,239 shares; 2025Q4: 17,239 shares; 2026Q1: 17,239 shares 17,239 $2.46M 0.03% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,416 shares; 2024Q4: 16,380 shares; 2025Q1: 16,940 shares; 2025Q2: 17,049 shares; 2025Q3: 17,488 shares; 2025Q4: 18,758 shares; 2026Q1: 19,372 shares 19,372 $2.45M 0.03% +614 Timeline RDVI 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: 14,850 shares; 2024Q4: 33,167 shares; 2025Q1: 34,568 shares; 2025Q2: 92,544 shares; 2025Q3: 101,919 shares; 2025Q4: 95,229 shares; 2026Q1: 95,561 shares 95,561 $2.44M 0.03% +332 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: 6,063 shares; 2024Q4: 6,063 shares; 2025Q1: 5,513 shares; 2025Q2: 26,655 shares; 2025Q3: 26,776 shares; 2025Q4: 48,517 shares; 2026Q1: 51,258 shares 51,258 $2.44M 0.03% +2,741 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: not reported; 2024Q4: 31,656 shares; 2025Q1: 48,964 shares; 2025Q2: 48,559 shares; 2025Q3: 51,247 shares; 2025Q4: 50,016 shares; 2026Q1: 49,994 shares 49,994 $2.44M 0.03% -22 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,903 shares; 2024Q4: 70,103 shares; 2025Q1: 72,045 shares; 2025Q2: 51,012 shares; 2025Q3: 50,192 shares; 2025Q4: 49,898 shares; 2026Q1: 48,674 shares 48,674 $2.43M 0.03% -1,224 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,293 shares; 2024Q4: 166,558 shares; 2025Q1: 171,779 shares; 2025Q2: 182,778 shares; 2025Q3: 191,628 shares; 2025Q4: 214,803 shares; 2026Q1: 226,313 shares 226,313 $2.43M 0.03% +11,510 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: 12,736 shares; 2024Q4: 13,931 shares; 2025Q1: 13,579 shares; 2025Q2: 8,003 shares; 2025Q3: 7,999 shares; 2025Q4: 16,150 shares; 2026Q1: 11,655 shares 11,655 $2.43M 0.03% -4,495 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: 20,744 shares; 2024Q4: 20,898 shares; 2025Q1: 21,590 shares; 2025Q2: 13,571 shares; 2025Q3: 13,411 shares; 2025Q4: not reported; 2026Q1: 15,399 shares 15,399 $2.42M 0.03% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,399 shares; 2024Q4: 26,232 shares; 2025Q1: 29,880 shares; 2025Q2: 24,937 shares; 2025Q3: 23,423 shares; 2025Q4: 23,287 shares; 2026Q1: 22,978 shares 22,978 $2.42M 0.03% -309 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,941 shares; 2024Q4: 19,259 shares; 2025Q1: 18,784 shares; 2025Q2: 18,534 shares; 2025Q3: 16,271 shares; 2025Q4: 23,145 shares; 2026Q1: 24,842 shares 24,842 $2.4M 0.03% +1,697 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,272 shares; 2024Q4: 8,999 shares; 2025Q1: 8,794 shares; 2025Q2: 8,356 shares; 2025Q3: 8,603 shares; 2025Q4: not reported; 2026Q1: 8,204 shares 8,204 $2.39M 0.03% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,216 shares; 2024Q4: 163,562 shares; 2025Q1: 172,255 shares; 2025Q2: 295,534 shares; 2025Q3: 252,166 shares; 2025Q4: 127,811 shares; 2026Q1: 138,713 shares 138,713 $2.39M 0.03% +10,902 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,645 shares; 2024Q4: 47,084 shares; 2025Q1: 45,813 shares; 2025Q2: 47,581 shares; 2025Q3: 43,516 shares; 2025Q4: 44,358 shares; 2026Q1: 43,081 shares 43,081 $2.38M 0.03% -1,277 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,073 shares; 2024Q4: 39,649 shares; 2025Q1: 75,367 shares; 2025Q2: 48,021 shares; 2025Q3: 136,956 shares; 2025Q4: 213,158 shares; 2026Q1: 259,635 shares 259,635 $2.37M 0.03% +46,477 Timeline FXZ 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: 11,284 shares; 2025Q2: 11,015 shares; 2025Q3: 10,668 shares; 2025Q4: 10,056 shares; 2026Q1: 31,051 shares 31,051 $2.37M 0.03% +20,995 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,575 shares; 2024Q4: 116,409 shares; 2025Q1: 153,159 shares; 2025Q2: 167,634 shares; 2025Q3: 194,082 shares; 2025Q4: 175,246 shares; 2026Q1: 186,957 shares 186,957 $2.37M 0.03% +11,711 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: 61,719 shares; 2024Q4: 45,209 shares; 2025Q1: 43,080 shares; 2025Q2: 21,727 shares; 2025Q3: 20,484 shares; 2025Q4: 18,414 shares; 2026Q1: 17,722 shares 17,722 $2.34M 0.03% -692 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,190 shares; 2024Q4: 139,472 shares; 2025Q1: 166,978 shares; 2025Q2: 163,529 shares; 2025Q3: 110,056 shares; 2025Q4: 77,564 shares; 2026Q1: 56,237 shares 56,237 $2.34M 0.03% -21,327 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: 7,409 shares; 2024Q4: 7,512 shares; 2025Q1: 12,324 shares; 2025Q2: 12,986 shares; 2025Q3: 14,246 shares; 2025Q4: 18,093 shares; 2026Q1: 14,911 shares 14,911 $2.32M 0.03% -3,182 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: 48,549 shares; 2024Q4: 74,372 shares; 2025Q1: 59,965 shares; 2025Q2: 58,001 shares; 2025Q3: 60,419 shares; 2025Q4: 50,437 shares; 2026Q1: 41,703 shares 41,703 $2.32M 0.03% -8,734 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,310 shares; 2024Q4: 16,929 shares; 2025Q1: 17,422 shares; 2025Q2: 16,217 shares; 2025Q3: 14,706 shares; 2025Q4: 15,146 shares; 2026Q1: 22,334 shares 22,334 $2.31M 0.03% +7,188 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,510 shares; 2025Q1: 5,405 shares; 2025Q2: 5,898 shares; 2025Q3: 22,574 shares; 2025Q4: 10,666 shares; 2026Q1: 34,396 shares 34,396 $2.31M 0.03% +23,730 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 5,629 shares; 2025Q1: 6,534 shares; 2025Q2: 6,597 shares; 2025Q3: 5,528 shares; 2025Q4: 5,327 shares; 2026Q1: 5,391 shares 5,391 $2.29M 0.03% +64 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: 22,488 shares; 2024Q4: 25,042 shares; 2025Q1: 26,380 shares; 2025Q2: 27,065 shares; 2025Q3: 28,515 shares; 2025Q4: 25,254 shares; 2026Q1: 8,064 shares 8,064 $2.29M 0.03% -17,190 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,465 shares; 2025Q3: 46,003 shares; 2025Q4: 38,865 shares; 2026Q1: 45,941 shares 45,941 $2.27M 0.03% +7,076 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: 20,343 shares; 2024Q4: 21,329 shares; 2025Q1: 20,870 shares; 2025Q2: 20,472 shares; 2025Q3: 20,577 shares; 2025Q4: 14,678 shares; 2026Q1: 17,571 shares 17,571 $2.25M 0.03% +2,893 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 23,477 shares; 2025Q1: 22,516 shares; 2025Q2: 22,620 shares; 2025Q3: 26,621 shares; 2025Q4: 27,135 shares; 2026Q1: 31,065 shares 31,065 $2.25M 0.03% +3,930 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,370 shares 11,370 $2.24M 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,492 shares; 2024Q4: 29,741 shares; 2025Q1: 34,277 shares; 2025Q2: 32,953 shares; 2025Q3: 32,624 shares; 2025Q4: 32,017 shares; 2026Q1: 31,592 shares 31,592 $2.23M 0.03% -425 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: 75,723 shares; 2024Q4: 65,778 shares; 2025Q1: 61,403 shares; 2025Q2: 53,180 shares; 2025Q3: 51,296 shares; 2025Q4: 48,145 shares; 2026Q1: 44,545 shares 44,545 $2.23M 0.03% -3,600 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,768 shares; 2025Q1: 24,190 shares; 2025Q2: 38,382 shares; 2025Q3: 43,955 shares; 2025Q4: 44,492 shares; 2026Q1: 44,080 shares 44,080 $2.23M 0.03% -412 Timeline SPMO 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: 20,120 shares; 2024Q4: 27,316 shares; 2025Q1: 20,126 shares; 2025Q2: 52,387 shares; 2025Q3: 32,926 shares; 2025Q4: 30,235 shares; 2026Q1: 19,878 shares 19,878 $2.23M 0.03% -10,357 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: 7,168 shares; 2024Q4: 7,295 shares; 2025Q1: 6,221 shares; 2025Q2: 5,985 shares; 2025Q3: 6,048 shares; 2025Q4: 6,603 shares; 2026Q1: 7,123 shares 7,123 $2.22M 0.03% +520 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: 9,214 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,047 shares; 2025Q3: 45,459 shares; 2025Q4: 46,008 shares; 2026Q1: 47,281 shares 47,281 $2.22M 0.03% +1,273 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: 47,406 shares; 2024Q4: 33,259 shares; 2025Q1: 39,523 shares; 2025Q2: 39,305 shares; 2025Q3: 45,148 shares; 2025Q4: 39,948 shares; 2026Q1: 35,335 shares 35,335 $2.22M 0.03% -4,613 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: 15,859 shares; 2024Q4: 15,010 shares; 2025Q1: 14,865 shares; 2025Q2: 14,842 shares; 2025Q3: 14,906 shares; 2025Q4: 14,527 shares; 2026Q1: 14,061 shares 14,061 $2.21M 0.03% -466 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: 39,468 shares; 2024Q4: 40,688 shares; 2025Q1: 45,199 shares; 2025Q2: 48,917 shares; 2025Q3: 49,355 shares; 2025Q4: 31,660 shares; 2026Q1: 30,181 shares 30,181 $2.21M 0.03% -1,479 Timeline EFG 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: 9,756 shares; 2024Q4: 9,787 shares; 2025Q1: 10,698 shares; 2025Q2: 20,854 shares; 2025Q3: 18,573 shares; 2025Q4: 18,833 shares; 2026Q1: 19,683 shares 19,683 $2.19M 0.03% +850 Timeline VCR 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: 5,648 shares; 2024Q4: 5,585 shares; 2025Q1: 5,682 shares; 2025Q2: 5,539 shares; 2025Q3: 5,209 shares; 2025Q4: 5,698 shares; 2026Q1: 6,090 shares 6,090 $2.19M 0.03% +392 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,000 shares; 2025Q1: 1,196 shares; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: 1,838 shares; 2026Q1: 2,572 shares 2,572 $2.18M 0.03% +734 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,831 shares; 2025Q1: 4,321 shares; 2025Q2: 6,614 shares; 2025Q3: 6,245 shares; 2025Q4: 4,299 shares; 2026Q1: 6,441 shares 6,441 $2.18M 0.03% +2,142 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,012 shares; 2024Q4: 24,121 shares; 2025Q1: 9,889 shares; 2025Q2: 7,064 shares; 2025Q3: 6,323 shares; 2025Q4: 3,631 shares; 2026Q1: 7,921 shares 7,921 $2.18M 0.03% +4,290 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 17,332 shares; 2026Q1: 21,877 shares 21,877 $2.17M 0.03% +4,545 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 7,203 shares; 2025Q1: 7,228 shares; 2025Q2: 6,530 shares; 2025Q3: 6,372 shares; 2025Q4: 6,772 shares; 2026Q1: 6,266 shares 6,266 $2.16M 0.03% -506 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: 15,425 shares; 2024Q4: 15,285 shares; 2025Q1: 16,344 shares; 2025Q2: 10,383 shares; 2025Q3: 12,828 shares; 2025Q4: 11,250 shares; 2026Q1: 10,422 shares 10,422 $2.15M 0.03% -828 Timeline JPIB 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: 30,149 shares; 2024Q4: 30,941 shares; 2025Q1: 31,628 shares; 2025Q2: 39,902 shares; 2025Q3: 44,235 shares; 2025Q4: 44,832 shares; 2026Q1: 44,734 shares 44,734 $2.14M 0.03% -98 Timeline SCHX 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: 33,311 shares; 2024Q4: 100,745 shares; 2025Q1: 92,827 shares; 2025Q2: 92,357 shares; 2025Q3: 92,661 shares; 2025Q4: 86,855 shares; 2026Q1: 83,323 shares 83,323 $2.14M 0.03% -3,532 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,412 shares; 2024Q4: 40,599 shares; 2025Q1: 41,567 shares; 2025Q2: 43,902 shares; 2025Q3: 44,136 shares; 2025Q4: 45,736 shares; 2026Q1: 47,674 shares 47,674 $2.14M 0.03% +1,938 Timeline EFV 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: 22,756 shares; 2024Q4: 23,729 shares; 2025Q1: 23,613 shares; 2025Q2: 25,520 shares; 2025Q3: 24,289 shares; 2025Q4: 26,709 shares; 2026Q1: 28,487 shares 28,487 $2.12M 0.03% +1,778 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,350 shares; 2025Q1: 47,600 shares; 2025Q2: 47,400 shares; 2025Q3: 48,700 shares; 2025Q4: 48,500 shares; 2026Q1: 45,100 shares 45,100 $2.11M 0.03% -3,400 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 13,219 shares; 2025Q1: 6,342 shares; 2025Q2: 6,283 shares; 2025Q3: 6,258 shares; 2025Q4: 6,223 shares; 2026Q1: 6,210 shares 6,210 $2.11M 0.03% -13 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,900 shares; 2025Q4: 21,747 shares; 2026Q1: 20,991 shares 20,991 $2.1M 0.03% -756 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,086 shares; 2026Q1: 19,102 shares 19,102 $2.1M 0.03% +6,016 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,526 shares; 2025Q1: 25,221 shares; 2025Q2: 32,147 shares; 2025Q3: 35,795 shares; 2025Q4: 55,014 shares; 2026Q1: 53,070 shares 53,070 $2.08M 0.03% -1,944 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,094 shares; 2024Q4: 24,791 shares; 2025Q1: 27,124 shares; 2025Q2: 28,524 shares; 2025Q3: 28,448 shares; 2025Q4: not reported; 2026Q1: 28,605 shares 28,605 $2.08M 0.03% new Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,537 shares; 2024Q4: 174,268 shares; 2025Q1: 143,001 shares; 2025Q2: 156,766 shares; 2025Q3: 124,811 shares; 2025Q4: 130,117 shares; 2026Q1: 116,628 shares 116,628 $2.07M 0.03% -13,489 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,185 shares; 2024Q4: 188,057 shares; 2025Q1: 27,960 shares; 2025Q2: 27,621 shares; 2025Q3: 28,375 shares; 2025Q4: 136,187 shares; 2026Q1: 36,259 shares 36,259 $2.07M 0.03% -99,928 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,838 shares; 2024Q4: 25,564 shares; 2025Q1: 22,027 shares; 2025Q2: 23,120 shares; 2025Q3: 26,882 shares; 2025Q4: 23,554 shares; 2026Q1: 25,890 shares 25,890 $2.06M 0.03% +2,336 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: 167,784 shares; 2024Q4: 61,798 shares; 2025Q1: 591,283 shares; 2025Q2: 622,259 shares; 2025Q3: 1,335,219 shares; 2025Q4: 872,724 shares; 2026Q1: 182,075 shares 182,075 $2.05M 0.03% -690,649 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,965 shares; 2024Q4: 10,834 shares; 2025Q1: 11,394 shares; 2025Q2: 10,782 shares; 2025Q3: 10,927 shares; 2025Q4: 12,624 shares; 2026Q1: 14,833 shares 14,833 $2.05M 0.02% +2,209 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,047 shares; 2025Q3: 1,338 shares; 2025Q4: not reported; 2026Q1: 3,751 shares 3,751 $2.04M 0.02% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 13,389 shares; 2025Q1: 16,090 shares; 2025Q2: 17,225 shares; 2025Q3: 17,435 shares; 2025Q4: 17,335 shares; 2026Q1: 16,722 shares 16,722 $2.04M 0.02% -613 Timeline IEMG 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: 70,122 shares; 2024Q4: 69,752 shares; 2025Q1: 67,463 shares; 2025Q2: 76,017 shares; 2025Q3: 77,023 shares; 2025Q4: 30,342 shares; 2026Q1: 28,991 shares 28,991 $2.02M 0.02% -1,351 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 21,698 shares; 2025Q1: 20,431 shares; 2025Q2: 20,248 shares; 2025Q3: 24,524 shares; 2025Q4: 23,364 shares; 2026Q1: 22,982 shares 22,982 $2.01M 0.02% -382 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: 7,154 shares; 2025Q3: 10,167 shares; 2025Q4: 19,413 shares; 2026Q1: 19,373 shares 19,373 $2.01M 0.02% -40 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,996 shares; 2024Q4: 9,617 shares; 2025Q1: 11,254 shares; 2025Q2: 15,398 shares; 2025Q3: 9,933 shares; 2025Q4: 9,243 shares; 2026Q1: 9,127 shares 9,127 $2M 0.02% -116 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,465 shares; 2024Q4: 41,049 shares; 2025Q1: 42,865 shares; 2025Q2: 45,919 shares; 2025Q3: 37,915 shares; 2025Q4: 38,587 shares; 2026Q1: 32,011 shares 32,011 $2M 0.02% -6,576 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,949 shares; 2025Q1: 8,379 shares; 2025Q2: 6,377 shares; 2025Q3: 6,576 shares; 2025Q4: not reported; 2026Q1: 6,348 shares 6,348 $1.99M 0.02% new 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: 12,552 shares; 2024Q4: 11,037 shares; 2025Q1: 11,300 shares; 2025Q2: 11,070 shares; 2025Q3: 13,681 shares; 2025Q4: not reported; 2026Q1: 9,616 shares 9,616 $1.99M 0.02% new Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,074 shares; 2024Q4: 17,444 shares; 2025Q1: 18,325 shares; 2025Q2: 30,099 shares; 2025Q3: 30,746 shares; 2025Q4: 30,367 shares; 2026Q1: 29,967 shares 29,967 $1.99M 0.02% -400 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: 36,518 shares; 2024Q4: 36,653 shares; 2025Q1: 23,751 shares; 2025Q2: 24,003 shares; 2025Q3: 22,008 shares; 2025Q4: 21,220 shares; 2026Q1: 21,222 shares 21,222 $1.99M 0.02% +2 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,623 shares; 2024Q4: 57,243 shares; 2025Q1: 70,206 shares; 2025Q2: 75,855 shares; 2025Q3: 81,851 shares; 2025Q4: 83,405 shares; 2026Q1: 82,754 shares 82,754 $1.98M 0.02% -651 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: 5,794 shares; 2025Q1: not reported; 2025Q2: 3,190 shares; 2025Q3: 4,493 shares; 2025Q4: 3,726 shares; 2026Q1: 5,079 shares 5,079 $1.97M 0.02% +1,353 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: 22,641 shares; 2024Q4: 23,264 shares; 2025Q1: 9,721 shares; 2025Q2: 11,942 shares; 2025Q3: 13,189 shares; 2025Q4: 14,745 shares; 2026Q1: 17,012 shares 17,012 $1.97M 0.02% +2,267 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 5,827 shares; 2025Q1: 5,889 shares; 2025Q2: 2,958 shares; 2025Q3: 2,542 shares; 2025Q4: not reported; 2026Q1: 9,759 shares 9,759 $1.96M 0.02% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,113 shares 44,113 $1.95M 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,924 shares; 2024Q4: 23,334 shares; 2025Q1: 22,337 shares; 2025Q2: 28,786 shares; 2025Q3: 31,893 shares; 2025Q4: 25,864 shares; 2026Q1: 25,584 shares 25,584 $1.95M 0.02% -280 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: 9,471 shares; 2024Q4: 9,563 shares; 2025Q1: 9,197 shares; 2025Q2: 6,761 shares; 2025Q3: 7,444 shares; 2025Q4: 7,004 shares; 2026Q1: 6,942 shares 6,942 $1.95M 0.02% -62 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,408 shares; 2024Q4: 104,231 shares; 2025Q1: 129,195 shares; 2025Q2: 162,536 shares; 2025Q3: 135,413 shares; 2025Q4: 80,813 shares; 2026Q1: 63,666 shares 63,666 $1.94M 0.02% -17,147 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,717 shares; 2024Q4: 40,114 shares; 2025Q1: 45,115 shares; 2025Q2: 48,263 shares; 2025Q3: 138,692 shares; 2025Q4: 80,115 shares; 2026Q1: 81,150 shares 81,150 $1.93M 0.02% +1,035 Timeline FNX 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: 12,711 shares; 2024Q4: 15,136 shares; 2025Q1: 15,117 shares; 2025Q2: 15,099 shares; 2025Q3: 15,037 shares; 2025Q4: 15,073 shares; 2026Q1: 15,004 shares 15,004 $1.92M 0.02% -69 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,128 shares; 2024Q4: 7,629 shares; 2025Q1: 6,201 shares; 2025Q2: 3,841 shares; 2025Q3: 3,604 shares; 2025Q4: 4,272 shares; 2026Q1: 4,308 shares 4,308 $1.92M 0.02% +36 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: 816 shares; 2024Q4: 2,416 shares; 2025Q1: 2,786 shares; 2025Q2: 2,636 shares; 2025Q3: 2,572 shares; 2025Q4: 2,797 shares; 2026Q1: 5,955 shares 5,955 $1.92M 0.02% +3,158 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: 33,176 shares; 2024Q4: 33,076 shares; 2025Q1: 43,211 shares; 2025Q2: 46,516 shares; 2025Q3: 45,870 shares; 2025Q4: 24,355 shares; 2026Q1: 23,259 shares 23,259 $1.92M 0.02% -1,096 Timeline XLG 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: 60,289 shares; 2024Q4: 63,690 shares; 2025Q1: 64,244 shares; 2025Q2: 66,446 shares; 2025Q3: 56,513 shares; 2025Q4: 72,704 shares; 2026Q1: 34,953 shares 34,953 $1.91M 0.02% -37,751 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 6,100 shares; 2025Q1: 6,318 shares; 2025Q2: 8,263 shares; 2025Q3: 18,556 shares; 2025Q4: 15,742 shares; 2026Q1: 14,638 shares 14,638 $1.9M 0.02% -1,104 Timeline IUSG 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: 10,317 shares; 2024Q4: 10,670 shares; 2025Q1: 10,308 shares; 2025Q2: 10,400 shares; 2025Q3: 10,557 shares; 2025Q4: 11,220 shares; 2026Q1: 12,164 shares 12,164 $1.89M 0.02% +944 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,240 shares; 2024Q4: 18,407 shares; 2025Q1: 15,644 shares; 2025Q2: 18,273 shares; 2025Q3: 16,786 shares; 2025Q4: 13,591 shares; 2026Q1: 26,322 shares 26,322 $1.87M 0.02% +12,731 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: 35,500 shares; 2026Q1: 32,660 shares 32,660 $1.86M 0.02% -2,840 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,591 shares; 2025Q1: 5,909 shares; 2025Q2: 6,179 shares; 2025Q3: 6,356 shares; 2025Q4: 7,061 shares; 2026Q1: 8,115 shares 8,115 $1.86M 0.02% +1,054 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 23,744 shares; 2025Q1: 25,844 shares; 2025Q2: 25,844 shares; 2025Q3: 25,844 shares; 2025Q4: 34,054 shares; 2026Q1: 37,240 shares 37,240 $1.86M 0.02% +3,186 Timeline DECW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,564 shares 55,564 $1.86M 0.02% new Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,823 shares; 2025Q1: 8,179 shares; 2025Q2: 8,517 shares; 2025Q3: 8,757 shares; 2025Q4: 9,698 shares; 2026Q1: 10,998 shares 10,998 $1.84M 0.02% +1,300 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 7,146 shares; 2025Q1: 7,086 shares; 2025Q2: 10,245 shares; 2025Q3: 10,232 shares; 2025Q4: 9,996 shares; 2026Q1: 10,105 shares 10,105 $1.83M 0.02% +109 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,683 shares; 2024Q4: 125,865 shares; 2025Q1: 132,048 shares; 2025Q2: 143,860 shares; 2025Q3: 158,401 shares; 2025Q4: 91,241 shares; 2026Q1: 88,204 shares 88,204 $1.83M 0.02% -3,037 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,995 shares; 2024Q4: 23,591 shares; 2025Q1: 23,692 shares; 2025Q2: 22,077 shares; 2025Q3: 20,211 shares; 2025Q4: 20,363 shares; 2026Q1: 20,261 shares 20,261 $1.83M 0.02% -102 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 42,897 shares; 2026Q1: 43,777 shares 43,777 $1.83M 0.02% +880 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: 890 shares; 2024Q4: 927 shares; 2025Q1: 1,018 shares; 2025Q2: 1,066 shares; 2025Q3: 1,071 shares; 2025Q4: 1,069 shares; 2026Q1: 953 shares 953 $1.82M 0.02% -116 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 4,667 shares; 2025Q1: 4,488 shares; 2025Q2: 4,796 shares; 2025Q3: 4,294 shares; 2025Q4: 3,196 shares; 2026Q1: 3,073 shares 3,073 $1.82M 0.02% -123 Timeline VNQ 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: 60,551 shares; 2024Q4: 60,815 shares; 2025Q1: 69,565 shares; 2025Q2: 77,009 shares; 2025Q3: 56,228 shares; 2025Q4: 24,916 shares; 2026Q1: 20,536 shares 20,536 $1.82M 0.02% -4,380 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 9,239 shares; 2025Q1: 9,401 shares; 2025Q2: 9,735 shares; 2025Q3: 8,992 shares; 2025Q4: 9,612 shares; 2026Q1: 9,258 shares 9,258 $1.81M 0.02% -354 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: 28,328 shares; 2024Q4: 31,975 shares; 2025Q1: 23,262 shares; 2025Q2: 22,689 shares; 2025Q3: 23,723 shares; 2025Q4: 23,957 shares; 2026Q1: 22,808 shares 22,808 $1.81M 0.02% -1,149 Timeline FLQM 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: 10,238 shares; 2024Q4: 16,355 shares; 2025Q1: 21,378 shares; 2025Q2: 24,002 shares; 2025Q3: 32,887 shares; 2025Q4: 34,231 shares; 2026Q1: 32,968 shares 32,968 $1.81M 0.02% -1,263 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,602 shares; 2025Q3: 14,000 shares; 2025Q4: 11,686 shares; 2026Q1: 13,569 shares 13,569 $1.81M 0.02% +1,883 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,743 shares; 2024Q4: 7,237 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,138 shares 47,138 $1.81M 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,556 shares; 2024Q4: 13,734 shares; 2025Q1: 23,222 shares; 2025Q2: 16,537 shares; 2025Q3: 14,578 shares; 2025Q4: 15,844 shares; 2026Q1: 15,269 shares 15,269 $1.8M 0.02% -575 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,706 shares; 2024Q4: 35,322 shares; 2025Q1: 49,873 shares; 2025Q2: 50,646 shares; 2025Q3: 63,102 shares; 2025Q4: 63,764 shares; 2026Q1: 70,727 shares 70,727 $1.8M 0.02% +6,963 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: 111,989 shares; 2025Q4: not reported; 2026Q1: 19,358 shares 19,358 $1.79M 0.02% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 5,384 shares; 2025Q1: 4,834 shares; 2025Q2: 5,017 shares; 2025Q3: 12,848 shares; 2025Q4: 27,146 shares; 2026Q1: 23,568 shares 23,568 $1.79M 0.02% -3,578 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,248 shares; 2024Q4: 77,493 shares; 2025Q1: 86,770 shares; 2025Q2: 87,219 shares; 2025Q3: 95,603 shares; 2025Q4: 90,077 shares; 2026Q1: 82,605 shares 82,605 $1.79M 0.02% -7,472 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 3,243 shares; 2025Q1: 3,810 shares; 2025Q2: 7,429 shares; 2025Q3: 9,150 shares; 2025Q4: 9,186 shares; 2026Q1: 11,473 shares 11,473 $1.78M 0.02% +2,287 Timeline VOE 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: 17,238 shares; 2024Q4: 18,717 shares; 2025Q1: 20,624 shares; 2025Q2: 21,384 shares; 2025Q3: 23,727 shares; 2025Q4: 23,889 shares; 2026Q1: 9,667 shares 9,667 $1.78M 0.02% -14,222 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,906 shares; 2024Q4: 33,167 shares; 2025Q1: 40,342 shares; 2025Q2: 54,981 shares; 2025Q3: 53,106 shares; 2025Q4: 39,857 shares; 2026Q1: 47,957 shares 47,957 $1.77M 0.02% +8,100 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 26,986 shares; 2026Q1: 60,282 shares 60,282 $1.77M 0.02% +33,296 Timeline CGSD 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: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,825 shares; 2025Q2: 8,821 shares; 2025Q3: 10,407 shares; 2025Q4: 10,398 shares; 2026Q1: 68,058 shares 68,058 $1.76M 0.02% +57,660 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,531 shares; 2025Q1: 28,968 shares; 2025Q2: 36,487 shares; 2025Q3: 112,538 shares; 2025Q4: 33,757 shares; 2026Q1: 46,049 shares 46,049 $1.75M 0.02% +12,292 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,676 shares; 2025Q2: 9,298 shares; 2025Q3: 32,567 shares; 2025Q4: 37,098 shares; 2026Q1: 34,984 shares 34,984 $1.74M 0.02% -2,114 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,900 shares; 2026Q1: 59,968 shares 59,968 $1.74M 0.02% +7,068 Timeline EMXC 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: 15,271 shares; 2024Q4: 7,963 shares; 2025Q1: 3,730 shares; 2025Q2: 6,137 shares; 2025Q3: 5,718 shares; 2025Q4: 18,217 shares; 2026Q1: 22,068 shares 22,068 $1.74M 0.02% +3,851 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,820 shares; 2024Q4: 54,545 shares; 2025Q1: 40,911 shares; 2025Q2: 39,031 shares; 2025Q3: 35,944 shares; 2025Q4: 29,803 shares; 2026Q1: 25,752 shares 25,752 $1.73M 0.02% -4,051 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: 4,191 shares; 2024Q4: 4,889 shares; 2025Q1: 13,736 shares; 2025Q2: 13,843 shares; 2025Q3: 14,221 shares; 2025Q4: 14,212 shares; 2026Q1: 8,243 shares 8,243 $1.72M 0.02% -5,969 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,826 shares; 2024Q4: 58,429 shares; 2025Q1: 65,197 shares; 2025Q2: 65,254 shares; 2025Q3: 65,989 shares; 2025Q4: 58,589 shares; 2026Q1: 13,499 shares 13,499 $1.72M 0.02% -45,090 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,930 shares; 2025Q1: 1,623 shares; 2025Q2: 1,553 shares; 2025Q3: 1,488 shares; 2025Q4: 1,507 shares; 2026Q1: 1,481 shares 1,481 $1.72M 0.02% -26 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 15,046 shares; 2025Q1: 20,953 shares; 2025Q2: 17,361 shares; 2025Q3: 18,615 shares; 2025Q4: 15,052 shares; 2026Q1: 11,395 shares 11,395 $1.71M 0.02% -3,657 Timeline HELO 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: 81,467 shares; 2025Q2: 97,960 shares; 2025Q3: 108,441 shares; 2025Q4: 29,070 shares; 2026Q1: 26,713 shares 26,713 $1.71M 0.02% -2,357 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,145 shares; 2024Q4: 29,145 shares; 2025Q1: 29,145 shares; 2025Q2: 29,145 shares; 2025Q3: 29,145 shares; 2025Q4: 29,185 shares; 2026Q1: 29,195 shares 29,195 $1.7M 0.02% +10 Timeline FIW 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: 58,707 shares; 2024Q4: 59,248 shares; 2025Q1: 52,682 shares; 2025Q2: 46,476 shares; 2025Q3: 47,093 shares; 2025Q4: 14,547 shares; 2026Q1: 16,442 shares 16,442 $1.7M 0.02% +1,895 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: 22,174 shares; 2024Q4: 22,932 shares; 2025Q1: 23,330 shares; 2025Q2: 20,815 shares; 2025Q3: 15,814 shares; 2025Q4: 15,156 shares; 2026Q1: 14,950 shares 14,950 $1.69M 0.02% -206 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,205 shares; 2024Q4: 83,195 shares; 2025Q1: 80,885 shares; 2025Q2: 79,096 shares; 2025Q3: 72,183 shares; 2025Q4: 68,803 shares; 2026Q1: 63,850 shares 63,850 $1.69M 0.02% -4,953 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,812 shares; 2024Q4: 269,938 shares; 2025Q1: 277,663 shares; 2025Q2: 353,012 shares; 2025Q3: 346,770 shares; 2025Q4: 350,777 shares; 2026Q1: 361,262 shares 361,262 $1.69M 0.02% +10,485 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,377 shares; 2024Q4: 107,087 shares; 2025Q1: 115,537 shares; 2025Q2: 114,564 shares; 2025Q3: 114,564 shares; 2025Q4: 116,564 shares; 2026Q1: 116,564 shares 116,564 $1.69M 0.02% 0 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,409 shares; 2024Q4: 104,487 shares; 2025Q1: 98,746 shares; 2025Q2: 103,270 shares; 2025Q3: 91,977 shares; 2025Q4: 106,978 shares; 2026Q1: 68,116 shares 68,116 $1.69M 0.02% -38,862 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 4,195 shares; 2025Q1: 4,856 shares; 2025Q2: 5,187 shares; 2025Q3: 5,511 shares; 2025Q4: 12,294 shares; 2026Q1: 13,477 shares 13,477 $1.69M 0.02% +1,183 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,310 shares; 2024Q4: 69,231 shares; 2025Q1: 75,238 shares; 2025Q2: 76,213 shares; 2025Q3: 80,421 shares; 2025Q4: not reported; 2026Q1: 79,340 shares 79,340 $1.68M 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 778 shares; 2025Q3: 824 shares; 2025Q4: 3,252 shares; 2026Q1: 2,962 shares 2,962 $1.66M 0.02% -290 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: 18,781 shares; 2024Q4: 91,579 shares; 2025Q1: 85,430 shares; 2025Q2: 41,806 shares; 2025Q3: 40,476 shares; 2025Q4: 36,654 shares; 2026Q1: 36,737 shares 36,737 $1.66M 0.02% +83 Timeline FMB 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: 6,398 shares; 2024Q4: 6,398 shares; 2025Q1: 7,398 shares; 2025Q2: 7,398 shares; 2025Q3: 7,498 shares; 2025Q4: 22,584 shares; 2026Q1: 32,814 shares 32,814 $1.66M 0.02% +10,230 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,583 shares; 2024Q4: 12,702 shares; 2025Q1: 12,827 shares; 2025Q2: 11,651 shares; 2025Q3: 11,431 shares; 2025Q4: 10,497 shares; 2026Q1: 10,390 shares 10,390 $1.64M 0.02% -107 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,657 shares; 2025Q1: 45,554 shares; 2025Q2: 45,280 shares; 2025Q3: 45,781 shares; 2025Q4: 46,286 shares; 2026Q1: 45,394 shares 45,394 $1.64M 0.02% -892 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 12,265 shares; 2025Q1: 12,297 shares; 2025Q2: 12,297 shares; 2025Q3: 12,172 shares; 2025Q4: 12,172 shares; 2026Q1: 10,890 shares 10,890 $1.64M 0.02% -1,282 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,712 shares; 2024Q4: 37,593 shares; 2025Q1: 42,815 shares; 2025Q2: 44,407 shares; 2025Q3: 46,057 shares; 2025Q4: 44,818 shares; 2026Q1: 45,025 shares 45,025 $1.64M 0.02% +207 Timeline TOPT 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: 69,298 shares; 2025Q2: 51,249 shares; 2025Q3: 50,621 shares; 2025Q4: 65,024 shares; 2026Q1: 57,116 shares 57,116 $1.63M 0.02% -7,908 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: 9,662 shares; 2024Q4: 14,547 shares; 2025Q1: 15,282 shares; 2025Q2: 15,816 shares; 2025Q3: 17,459 shares; 2025Q4: 9,385 shares; 2026Q1: 9,431 shares 9,431 $1.63M 0.02% +46 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: 20,168 shares; 2024Q4: 26,176 shares; 2025Q1: 26,827 shares; 2025Q2: 27,902 shares; 2025Q3: 28,341 shares; 2025Q4: 26,438 shares; 2026Q1: 27,863 shares 27,863 $1.63M 0.02% +1,425 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,047 shares; 2024Q4: 278,762 shares; 2025Q1: 300,970 shares; 2025Q2: 295,779 shares; 2025Q3: 397,512 shares; 2025Q4: 425,259 shares; 2026Q1: 311,882 shares 311,882 $1.62M 0.02% -113,377 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,122 shares; 2025Q3: 147,509 shares; 2025Q4: 153,370 shares; 2026Q1: 154,454 shares 154,454 $1.61M 0.02% +1,084 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 348 shares; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 364 shares; 2025Q4: 512 shares; 2026Q1: 2,984 shares 2,984 $1.61M 0.02% +2,472 Timeline IWB 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: 3,894 shares; 2024Q4: 3,957 shares; 2025Q1: 4,131 shares; 2025Q2: 5,045 shares; 2025Q3: 4,851 shares; 2025Q4: 18,277 shares; 2026Q1: 4,488 shares 4,488 $1.6M 0.02% -13,789 Timeline QUAL 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: 8,570 shares; 2024Q4: 8,880 shares; 2025Q1: 4,997 shares; 2025Q2: 4,515 shares; 2025Q3: 7,650 shares; 2025Q4: 25,582 shares; 2026Q1: 8,334 shares 8,334 $1.6M 0.02% -17,248 Timeline SMHI SEACOR MARINE HLDGS INC More: the full row for SEACOR MARINE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,100 shares; 2025Q1: 155,200 shares; 2025Q2: 197,400 shares; 2025Q3: 207,500 shares; 2025Q4: 220,500 shares; 2026Q1: 223,000 shares 223,000 $1.6M 0.02% +2,500 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,483 shares; 2025Q1: 23,240 shares; 2025Q2: 18,412 shares; 2025Q3: 15,940 shares; 2025Q4: 13,847 shares; 2026Q1: 13,434 shares 13,434 $1.59M 0.02% -413 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,543 shares; 2024Q4: 26,801 shares; 2025Q1: 28,617 shares; 2025Q2: 28,773 shares; 2025Q3: 54,039 shares; 2025Q4: 63,780 shares; 2026Q1: 140,486 shares 140,486 $1.58M 0.02% +76,706 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: 1,917 shares; 2024Q4: 1,963 shares; 2025Q1: 2,587 shares; 2025Q2: 2,542 shares; 2025Q3: 2,368 shares; 2025Q4: 2,337 shares; 2026Q1: 2,172 shares 2,172 $1.58M 0.02% -165 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,429 shares; 2024Q4: 41,771 shares; 2025Q1: 61,496 shares; 2025Q2: 61,897 shares; 2025Q3: 66,551 shares; 2025Q4: 65,780 shares; 2026Q1: 73,081 shares 73,081 $1.56M 0.02% +7,301 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,375 shares; 2024Q4: 159,385 shares; 2025Q1: 92,993 shares; 2025Q2: 92,932 shares; 2025Q3: 84,713 shares; 2025Q4: 55,417 shares; 2026Q1: 54,268 shares 54,268 $1.56M 0.02% -1,149 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,682 shares; 2025Q2: 8,176 shares; 2025Q3: 8,195 shares; 2025Q4: not reported; 2026Q1: 20,830 shares 20,830 $1.56M 0.02% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,151 shares; 2024Q4: 37,275 shares; 2025Q1: 39,270 shares; 2025Q2: 36,067 shares; 2025Q3: 36,332 shares; 2025Q4: 39,811 shares; 2026Q1: 14,264 shares 14,264 $1.56M 0.02% -25,547 Timeline ANGL 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: 80,575 shares; 2024Q4: 77,372 shares; 2025Q1: 65,513 shares; 2025Q2: 67,073 shares; 2025Q3: 66,812 shares; 2025Q4: 56,131 shares; 2026Q1: 54,056 shares 54,056 $1.55M 0.02% -2,075 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,120 shares; 2024Q4: 12,266 shares; 2025Q1: 11,238 shares; 2025Q2: 11,167 shares; 2025Q3: 12,208 shares; 2025Q4: 12,069 shares; 2026Q1: 13,995 shares 13,995 $1.54M 0.02% +1,926 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 9,193 shares; 2025Q1: 4,614 shares; 2025Q2: 14,708 shares; 2025Q3: 4,241 shares; 2025Q4: 4,460 shares; 2026Q1: 6,294 shares 6,294 $1.54M 0.02% +1,834 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,630 shares; 2025Q1: 11,480 shares; 2025Q2: 11,480 shares; 2025Q3: 11,705 shares; 2025Q4: 11,840 shares; 2026Q1: 11,540 shares 11,540 $1.53M 0.02% -300 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,951 shares; 2024Q4: 65,452 shares; 2025Q1: 66,914 shares; 2025Q2: 67,155 shares; 2025Q3: 65,391 shares; 2025Q4: 57,856 shares; 2026Q1: 52,127 shares 52,127 $1.53M 0.02% -5,729 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: 3,206 shares; 2024Q4: 3,866 shares; 2025Q1: 8,566 shares; 2025Q2: 8,612 shares; 2025Q3: 8,310 shares; 2025Q4: 8,182 shares; 2026Q1: 6,553 shares 6,553 $1.53M 0.02% -1,629 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,701 shares; 2025Q3: 15,784 shares; 2025Q4: 44,366 shares; 2026Q1: 43,011 shares 43,011 $1.53M 0.02% -1,355 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,099 shares; 2025Q3: 38,987 shares; 2025Q4: 38,858 shares; 2026Q1: 38,507 shares 38,507 $1.52M 0.02% -351 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,065 shares; 2024Q4: 67,521 shares; 2025Q1: 74,100 shares; 2025Q2: 16,574 shares; 2025Q3: 15,838 shares; 2025Q4: 15,485 shares; 2026Q1: 15,020 shares 15,020 $1.51M 0.02% -465 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,132 shares; 2024Q4: 53,074 shares; 2025Q1: 58,210 shares; 2025Q2: 60,285 shares; 2025Q3: 58,165 shares; 2025Q4: 61,482 shares; 2026Q1: 61,764 shares 61,764 $1.51M 0.02% +282 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,507 shares; 2024Q4: 12,709 shares; 2025Q1: 12,131 shares; 2025Q2: 43,305 shares; 2025Q3: 10,412 shares; 2025Q4: 12,225 shares; 2026Q1: 18,371 shares 18,371 $1.51M 0.02% +6,146 Timeline MUB 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: 11,454 shares; 2024Q4: 10,139 shares; 2025Q1: 12,220 shares; 2025Q2: 13,105 shares; 2025Q3: 9,198 shares; 2025Q4: 7,796 shares; 2026Q1: 14,145 shares 14,145 $1.5M 0.02% +6,349 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: not reported; 2025Q1: 3,740 shares; 2025Q2: 3,564 shares; 2025Q3: 3,624 shares; 2025Q4: 3,809 shares; 2026Q1: 3,807 shares 3,807 $1.5M 0.02% -2 Timeline VELO VELO3D INC More: the full row for VELO3D INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,711 shares; 2026Q1: 159,387 shares 159,387 $1.5M 0.02% +146,676 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,093 shares; 2024Q4: 28,193 shares; 2025Q1: 28,629 shares; 2025Q2: 26,948 shares; 2025Q3: 26,672 shares; 2025Q4: 27,156 shares; 2026Q1: 28,491 shares 28,491 $1.49M 0.02% +1,335 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,705 shares; 2024Q4: 11,297 shares; 2025Q1: 11,132 shares; 2025Q2: 11,237 shares; 2025Q3: 11,460 shares; 2025Q4: 13,144 shares; 2026Q1: 14,092 shares 14,092 $1.49M 0.02% +948 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: 25,066 shares; 2024Q4: 25,094 shares; 2025Q1: 23,384 shares; 2025Q2: 23,012 shares; 2025Q3: 22,463 shares; 2025Q4: 24,755 shares; 2026Q1: 24,641 shares 24,641 $1.49M 0.02% -114 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,091 shares; 2024Q4: 67,712 shares; 2025Q1: 66,533 shares; 2025Q2: 64,895 shares; 2025Q3: 59,890 shares; 2025Q4: 56,639 shares; 2026Q1: 55,967 shares 55,967 $1.48M 0.02% -672 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: 5,201 shares; 2024Q4: 4,070 shares; 2025Q1: 4,319 shares; 2025Q2: 9,498 shares; 2025Q3: 11,255 shares; 2025Q4: 28,329 shares; 2026Q1: 26,384 shares 26,384 $1.47M 0.02% -1,945 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,180 shares; 2024Q4: 34,735 shares; 2025Q1: 35,132 shares; 2025Q2: 37,982 shares; 2025Q3: 44,075 shares; 2025Q4: 44,414 shares; 2026Q1: 44,303 shares 44,303 $1.47M 0.02% -111 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 6,766 shares; 2025Q1: 6,766 shares; 2025Q2: 6,766 shares; 2025Q3: 6,766 shares; 2025Q4: 6,766 shares; 2026Q1: 6,766 shares 6,766 $1.47M 0.02% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 12,979 shares; 2025Q1: 12,810 shares; 2025Q2: 10,480 shares; 2025Q3: 10,995 shares; 2025Q4: 18,180 shares; 2026Q1: 16,421 shares 16,421 $1.47M 0.02% -1,759 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 8,910 shares; 2025Q1: 8,502 shares; 2025Q2: 8,124 shares; 2025Q3: 8,175 shares; 2025Q4: 8,167 shares; 2026Q1: 8,145 shares 8,145 $1.47M 0.02% -22 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: 2,947 shares; 2024Q4: 2,939 shares; 2025Q1: 3,591 shares; 2025Q2: 8,974 shares; 2025Q3: 9,099 shares; 2025Q4: 12,415 shares; 2026Q1: 15,405 shares 15,405 $1.46M 0.02% +2,990 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: not reported; 2024Q4: not reported; 2025Q1: 16,371 shares; 2025Q2: 17,794 shares; 2025Q3: 16,884 shares; 2025Q4: 7,528 shares; 2026Q1: 19,305 shares 19,305 $1.45M 0.02% +11,777 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,870 shares; 2025Q1: 1,666 shares; 2025Q2: 3,362 shares; 2025Q3: 3,446 shares; 2025Q4: 3,633 shares; 2026Q1: 4,808 shares 4,808 $1.45M 0.02% +1,175 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,682 shares 64,682 $1.45M 0.02% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,511 shares; 2025Q3: 48,698 shares; 2025Q4: 55,727 shares; 2026Q1: 60,791 shares 60,791 $1.45M 0.02% +5,064 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,457 shares; 2024Q4: 54,340 shares; 2025Q1: 58,348 shares; 2025Q2: 63,227 shares; 2025Q3: 62,844 shares; 2025Q4: 77,188 shares; 2026Q1: 73,516 shares 73,516 $1.45M 0.02% -3,672 Timeline IBDX 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: 58,649 shares; 2026Q1: 57,368 shares 57,368 $1.45M 0.02% -1,281 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,661 shares; 2024Q4: 19,863 shares; 2025Q1: 25,811 shares; 2025Q2: 26,035 shares; 2025Q3: 26,765 shares; 2025Q4: 27,366 shares; 2026Q1: 27,802 shares 27,802 $1.45M 0.02% +436 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,551 shares; 2024Q4: 26,551 shares; 2025Q1: 26,647 shares; 2025Q2: 26,378 shares; 2025Q3: 26,001 shares; 2025Q4: 25,755 shares; 2026Q1: 26,040 shares 26,040 $1.44M 0.02% +285 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,510 shares; 2026Q1: 16,347 shares 16,347 $1.44M 0.02% +837 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,322 shares; 2024Q4: 46,096 shares; 2025Q1: 49,646 shares; 2025Q2: 69,409 shares; 2025Q3: 83,724 shares; 2025Q4: 105,876 shares; 2026Q1: 115,218 shares 115,218 $1.44M 0.02% +9,342 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,975 shares; 2024Q4: 21,225 shares; 2025Q1: 23,433 shares; 2025Q2: 23,257 shares; 2025Q3: 21,700 shares; 2025Q4: 20,945 shares; 2026Q1: 19,020 shares 19,020 $1.44M 0.02% -1,925 Timeline FCG 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: 45,325 shares 45,325 $1.44M 0.02% new 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: 4,360 shares; 2024Q4: 4,394 shares; 2025Q1: 5,278 shares; 2025Q2: 4,845 shares; 2025Q3: 4,843 shares; 2025Q4: 4,965 shares; 2026Q1: 5,396 shares 5,396 $1.44M 0.02% +431 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: 772 shares; 2024Q4: 4,981 shares; 2025Q1: 5,005 shares; 2025Q2: 5,001 shares; 2025Q3: 5,001 shares; 2025Q4: 5,013 shares; 2026Q1: 5,395 shares 5,395 $1.44M 0.02% +382 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,316 shares; 2024Q4: 236,740 shares; 2025Q1: 225,305 shares; 2025Q2: 225,009 shares; 2025Q3: 230,048 shares; 2025Q4: 222,520 shares; 2026Q1: 217,382 shares 217,382 $1.43M 0.02% -5,138 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,761 shares; 2024Q4: 83,311 shares; 2025Q1: 80,983 shares; 2025Q2: 79,269 shares; 2025Q3: 78,269 shares; 2025Q4: 77,864 shares; 2026Q1: 77,530 shares 77,530 $1.43M 0.02% -334 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: 5,675 shares; 2025Q3: 39,650 shares; 2025Q4: 35,750 shares; 2026Q1: 36,849 shares 36,849 $1.43M 0.02% +1,099 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,848 shares; 2024Q4: 33,263 shares; 2025Q1: 36,310 shares; 2025Q2: 32,825 shares; 2025Q3: 34,061 shares; 2025Q4: 34,548 shares; 2026Q1: 33,783 shares 33,783 $1.43M 0.02% -765 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,354 shares; 2024Q4: 113,860 shares; 2025Q1: 111,836 shares; 2025Q2: 80,471 shares; 2025Q3: 104,131 shares; 2025Q4: not reported; 2026Q1: 99,202 shares 99,202 $1.42M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 32,028 shares; 2025Q2: 31,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 26,000 shares 26,000 $1.41M 0.02% -4,000 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 13,487 shares; 2025Q4: 13,371 shares; 2026Q1: 21,294 shares 21,294 $1.4M 0.02% +7,923 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,012 shares; 2025Q4: 19,461 shares; 2026Q1: 39,587 shares 39,587 $1.4M 0.02% +20,126 Timeline FTXH 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: 40,553 shares 40,553 $1.39M 0.02% new Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,889 shares 221,889 $1.38M 0.02% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares; 2025Q4: 26,958 shares; 2026Q1: 40,012 shares 40,012 $1.37M 0.02% +13,054 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,885 shares; 2025Q1: 18,708 shares; 2025Q2: 106,214 shares; 2025Q3: 104,357 shares; 2025Q4: 105,165 shares; 2026Q1: 106,924 shares 106,924 $1.37M 0.02% +1,759 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: 21,077 shares; 2024Q4: 21,100 shares; 2025Q1: 30,603 shares; 2025Q2: 29,041 shares; 2025Q3: 35,358 shares; 2025Q4: 35,136 shares; 2026Q1: 35,621 shares 35,621 $1.36M 0.02% +485 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 8,739 shares; 2025Q1: 8,732 shares; 2025Q2: 8,715 shares; 2025Q3: 8,402 shares; 2025Q4: 8,829 shares; 2026Q1: 8,827 shares 8,827 $1.36M 0.02% -2 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 9,467 shares; 2025Q1: 9,652 shares; 2025Q2: 9,593 shares; 2025Q3: 9,813 shares; 2025Q4: 9,251 shares; 2026Q1: 9,308 shares 9,308 $1.36M 0.02% +57 Timeline JPIE 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: 13,400 shares; 2024Q4: 18,294 shares; 2025Q1: 26,069 shares; 2025Q2: 29,572 shares; 2025Q3: 29,460 shares; 2025Q4: 29,330 shares; 2026Q1: 29,391 shares 29,391 $1.35M 0.02% +61 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: 138,250 shares; 2024Q4: 141,456 shares; 2025Q1: 98,841 shares; 2025Q2: 88,767 shares; 2025Q3: 102,060 shares; 2025Q4: 42,442 shares; 2026Q1: 42,166 shares 42,166 $1.35M 0.02% -276 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: 27,324 shares; 2025Q1: 27,846 shares; 2025Q2: 27,953 shares; 2025Q3: 26,953 shares; 2025Q4: 26,601 shares; 2026Q1: 28,118 shares 28,118 $1.35M 0.02% +1,517 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 4,057 shares; 2025Q1: 1,484 shares; 2025Q2: 3,097 shares; 2025Q3: 3,626 shares; 2025Q4: 5,168 shares; 2026Q1: 6,785 shares 6,785 $1.34M 0.02% +1,617 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 2,389 shares; 2025Q1: 2,040 shares; 2025Q2: 1,724 shares; 2025Q3: 1,794 shares; 2025Q4: not reported; 2026Q1: 11,093 shares 11,093 $1.34M 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 7,326 shares; 2025Q1: 7,122 shares; 2025Q2: 6,897 shares; 2025Q3: 6,897 shares; 2025Q4: 6,897 shares; 2026Q1: 8,254 shares 8,254 $1.34M 0.02% +1,357 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,920 shares; 2024Q4: 295,126 shares; 2025Q1: 309,591 shares; 2025Q2: 346,486 shares; 2025Q3: 331,704 shares; 2025Q4: 330,454 shares; 2026Q1: 328,310 shares 328,310 $1.33M 0.02% -2,144 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 10,352 shares; 2025Q1: 7,500 shares; 2025Q2: 9,175 shares; 2025Q3: 6,944 shares; 2025Q4: 7,721 shares; 2026Q1: 3,121 shares 3,121 $1.33M 0.02% -4,600 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,759 shares; 2024Q4: 107,191 shares; 2025Q1: 105,508 shares; 2025Q2: 107,014 shares; 2025Q3: 109,281 shares; 2025Q4: 103,789 shares; 2026Q1: 107,308 shares 107,308 $1.32M 0.02% +3,519 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 2,192 shares; 2025Q1: 3,873 shares; 2025Q2: 5,094 shares; 2025Q3: 10,081 shares; 2025Q4: not reported; 2026Q1: 19,371 shares 19,371 $1.32M 0.02% new 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: 10,425 shares; 2024Q4: 10,025 shares; 2025Q1: 11,225 shares; 2025Q2: 21,275 shares; 2025Q3: 25,050 shares; 2025Q4: 31,568 shares; 2026Q1: 34,373 shares 34,373 $1.32M 0.02% +2,805 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 16,248 shares; 2025Q1: 15,823 shares; 2025Q2: 14,216 shares; 2025Q3: 17,965 shares; 2025Q4: 20,355 shares; 2026Q1: 13,555 shares 13,555 $1.32M 0.02% -6,800 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS 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: 31,908 shares; 2025Q4: 34,808 shares; 2026Q1: 34,308 shares 34,308 $1.32M 0.02% -500 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,071 shares; 2024Q4: 12,425 shares; 2025Q1: 10,546 shares; 2025Q2: 12,242 shares; 2025Q3: 12,765 shares; 2025Q4: 13,119 shares; 2026Q1: 13,055 shares 13,055 $1.31M 0.02% -64 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,089 shares; 2026Q1: 44,255 shares 44,255 $1.31M 0.02% +16,166 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,175 shares; 2024Q4: 142,935 shares; 2025Q1: 145,967 shares; 2025Q2: 137,984 shares; 2025Q3: 123,125 shares; 2025Q4: 123,445 shares; 2026Q1: 108,798 shares 108,798 $1.31M 0.02% -14,647 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,953 shares; 2024Q4: 33,136 shares; 2025Q1: 31,013 shares; 2025Q2: 13,791 shares; 2025Q3: 12,738 shares; 2025Q4: 12,261 shares; 2026Q1: 12,247 shares 12,247 $1.31M 0.02% -14 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,922 shares 8,922 $1.3M 0.02% new 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: 11,933 shares; 2026Q1: 11,235 shares 11,235 $1.3M 0.02% -698 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,370 shares; 2025Q1: not reported; 2025Q2: 6,658 shares; 2025Q3: 7,740 shares; 2025Q4: 8,796 shares; 2026Q1: 12,891 shares 12,891 $1.29M 0.02% +4,095 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,061 shares; 2024Q4: 64,656 shares; 2025Q1: 81,952 shares; 2025Q2: 89,603 shares; 2025Q3: 94,605 shares; 2025Q4: 60,824 shares; 2026Q1: 57,206 shares 57,206 $1.29M 0.02% -3,618 Timeline QYLD 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: 61,678 shares; 2024Q4: 65,301 shares; 2025Q1: 79,786 shares; 2025Q2: 87,145 shares; 2025Q3: 96,552 shares; 2025Q4: 79,682 shares; 2026Q1: 74,905 shares 74,905 $1.28M 0.02% -4,777 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: 31,888 shares; 2025Q3: 30,818 shares; 2025Q4: 31,331 shares; 2026Q1: 31,358 shares 31,358 $1.28M 0.02% +27 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,142 shares 30,142 $1.27M 0.02% new 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: 7,070 shares; 2024Q4: 7,041 shares; 2025Q1: 7,154 shares; 2025Q2: 6,806 shares; 2025Q3: 6,837 shares; 2025Q4: 6,838 shares; 2026Q1: 5,829 shares 5,829 $1.26M 0.02% -1,009 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,414 shares; 2024Q4: 46,407 shares; 2025Q1: 55,587 shares; 2025Q2: 60,497 shares; 2025Q3: 70,567 shares; 2025Q4: not reported; 2026Q1: 24,351 shares 24,351 $1.26M 0.02% new Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,920 shares; 2025Q2: 32,858 shares; 2025Q3: 39,595 shares; 2025Q4: 37,858 shares; 2026Q1: 37,820 shares 37,820 $1.26M 0.02% -38 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,735 shares 10,735 $1.26M 0.02% new Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,290 shares; 2024Q4: 70,972 shares; 2025Q1: 77,476 shares; 2025Q2: 73,828 shares; 2025Q3: 61,533 shares; 2025Q4: 61,825 shares; 2026Q1: 62,731 shares 62,731 $1.25M 0.02% +906 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,995 shares; 2024Q4: 33,992 shares; 2025Q1: 64,308 shares; 2025Q2: 64,763 shares; 2025Q3: 67,063 shares; 2025Q4: 69,178 shares; 2026Q1: 73,057 shares 73,057 $1.25M 0.02% +3,879 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 7,665 shares; 2025Q1: 13,680 shares; 2025Q2: 14,626 shares; 2025Q3: 21,450 shares; 2025Q4: 26,917 shares; 2026Q1: 27,093 shares 27,093 $1.25M 0.02% +176 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,967 shares 4,967 $1.25M 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,453 shares; 2024Q4: 21,476 shares; 2025Q1: 20,937 shares; 2025Q2: 22,155 shares; 2025Q3: 21,363 shares; 2025Q4: 20,824 shares; 2026Q1: 20,794 shares 20,794 $1.25M 0.02% -30 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,450 shares; 2025Q2: 21,000 shares; 2025Q3: 20,650 shares; 2025Q4: 19,800 shares; 2026Q1: 14,900 shares 14,900 $1.24M 0.02% -4,900 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,026 shares; 2024Q4: 52,046 shares; 2025Q1: 57,509 shares; 2025Q2: 55,808 shares; 2025Q3: 61,981 shares; 2025Q4: 68,081 shares; 2026Q1: 65,602 shares 65,602 $1.24M 0.02% -2,479 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: 12,514 shares; 2024Q4: 13,414 shares; 2025Q1: 13,114 shares; 2025Q2: 14,502 shares; 2025Q3: 18,174 shares; 2025Q4: 18,343 shares; 2026Q1: 18,534 shares 18,534 $1.24M 0.02% +191 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: 14,774 shares; 2024Q4: 18,161 shares; 2025Q1: 22,488 shares; 2025Q2: 22,471 shares; 2025Q3: 17,788 shares; 2025Q4: 15,404 shares; 2026Q1: 16,630 shares 16,630 $1.24M 0.02% +1,226 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,781 shares; 2024Q4: 22,439 shares; 2025Q1: 28,706 shares; 2025Q2: 28,420 shares; 2025Q3: 28,288 shares; 2025Q4: 35,816 shares; 2026Q1: 24,461 shares 24,461 $1.24M 0.02% -11,355 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,885 shares; 2025Q4: 30,637 shares; 2026Q1: 30,351 shares 30,351 $1.24M 0.02% -286 Timeline OEF 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: 3,906 shares; 2026Q1: 3,889 shares 3,889 $1.24M 0.02% -17 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,503 shares; 2024Q4: 48,748 shares; 2025Q1: 61,568 shares; 2025Q2: 80,639 shares; 2025Q3: 92,369 shares; 2025Q4: 71,948 shares; 2026Q1: 72,224 shares 72,224 $1.24M 0.02% +276 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 10,497 shares; 2025Q1: 10,475 shares; 2025Q2: 10,455 shares; 2025Q3: 10,385 shares; 2025Q4: 10,236 shares; 2026Q1: 10,206 shares 10,206 $1.23M 0.02% -30 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 9,323 shares; 2025Q1: 9,235 shares; 2025Q2: 8,841 shares; 2025Q3: 8,992 shares; 2025Q4: 8,267 shares; 2026Q1: 4,554 shares 4,554 $1.23M 0.02% -3,713 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,364 shares; 2024Q4: 9,991 shares; 2025Q1: 10,201 shares; 2025Q2: 10,556 shares; 2025Q3: 10,422 shares; 2025Q4: 17,345 shares; 2026Q1: 17,963 shares 17,963 $1.23M 0.01% +618 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: 26,342 shares; 2024Q4: 26,345 shares; 2025Q1: 22,047 shares; 2025Q2: 24,349 shares; 2025Q3: 24,654 shares; 2025Q4: 24,399 shares; 2026Q1: 24,374 shares 24,374 $1.23M 0.01% -25 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,622 shares; 2024Q4: 20,387 shares; 2025Q1: 14,884 shares; 2025Q2: 14,970 shares; 2025Q3: 24,216 shares; 2025Q4: 15,167 shares; 2026Q1: 13,686 shares 13,686 $1.23M 0.01% -1,481 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: 8,484 shares; 2024Q4: 8,587 shares; 2025Q1: 2,812 shares; 2025Q2: 3,820 shares; 2025Q3: 5,773 shares; 2025Q4: 5,513 shares; 2026Q1: 4,763 shares 4,763 $1.23M 0.01% -750 Timeline BOND 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: 8,148 shares; 2024Q4: 6,265 shares; 2025Q1: 8,161 shares; 2025Q2: 9,209 shares; 2025Q3: 11,901 shares; 2025Q4: 12,607 shares; 2026Q1: 13,269 shares 13,269 $1.22M 0.01% +662 Timeline DES 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: 29,413 shares; 2024Q4: 31,482 shares; 2025Q1: 30,947 shares; 2025Q2: 31,822 shares; 2025Q3: 31,801 shares; 2025Q4: 34,744 shares; 2026Q1: 33,961 shares 33,961 $1.22M 0.01% -783 Timeline PSQ 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: 64,485 shares; 2024Q4: 45,722 shares; 2025Q1: 26,101 shares; 2025Q2: 80,870 shares; 2025Q3: 188,757 shares; 2025Q4: 38,471 shares; 2026Q1: 37,792 shares 37,792 $1.22M 0.01% -679 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,278 shares; 2024Q4: 7,810 shares; 2025Q1: 7,110 shares; 2025Q2: 3,720 shares; 2025Q3: 4,113 shares; 2025Q4: 9,033 shares; 2026Q1: 6,107 shares 6,107 $1.21M 0.01% -2,926 Timeline RONB BARON ETF TR More: the full row for BARON 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: 52,854 shares 52,854 $1.21M 0.01% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,075 shares; 2025Q2: 56,175 shares; 2025Q3: 48,775 shares; 2025Q4: 50,525 shares; 2026Q1: 50,425 shares 50,425 $1.21M 0.01% -100 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 13,929 shares; 2025Q1: 13,621 shares; 2025Q2: 14,006 shares; 2025Q3: 14,363 shares; 2025Q4: 15,296 shares; 2026Q1: 15,423 shares 15,423 $1.21M 0.01% +127 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,083 shares 22,083 $1.21M 0.01% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,952 shares; 2024Q4: 4,840 shares; 2025Q1: 5,297 shares; 2025Q2: 5,063 shares; 2025Q3: 4,260 shares; 2025Q4: not reported; 2026Q1: 6,021 shares 6,021 $1.2M 0.01% new Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,947 shares; 2024Q4: 81,403 shares; 2025Q1: 100,437 shares; 2025Q2: 99,825 shares; 2025Q3: 98,668 shares; 2025Q4: 100,698 shares; 2026Q1: 100,027 shares 100,027 $1.19M 0.01% -671 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: 22,163 shares; 2024Q4: 59,427 shares; 2025Q1: 66,983 shares; 2025Q2: 71,371 shares; 2025Q3: 76,008 shares; 2025Q4: 76,134 shares; 2026Q1: 82,990 shares 82,990 $1.19M 0.01% +6,856 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 29,503 shares; 2025Q1: 39,024 shares; 2025Q2: 38,423 shares; 2025Q3: 38,113 shares; 2025Q4: 33,648 shares; 2026Q1: 33,148 shares 33,148 $1.19M 0.01% -500 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,449 shares; 2024Q4: 65,712 shares; 2025Q1: 54,224 shares; 2025Q2: 52,578 shares; 2025Q3: 52,704 shares; 2025Q4: 51,753 shares; 2026Q1: 26,269 shares 26,269 $1.19M 0.01% -25,484 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,330 shares 19,330 $1.19M 0.01% new Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,753 shares; 2024Q4: 62,619 shares; 2025Q1: 67,504 shares; 2025Q2: 79,965 shares; 2025Q3: 85,302 shares; 2025Q4: 67,776 shares; 2026Q1: 67,262 shares 67,262 $1.19M 0.01% -514 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,661 shares; 2024Q4: 57,316 shares; 2025Q1: 59,218 shares; 2025Q2: 59,928 shares; 2025Q3: 54,505 shares; 2025Q4: 52,668 shares; 2026Q1: 34,370 shares 34,370 $1.18M 0.01% -18,298 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: 1,815 shares; 2026Q1: 1,851 shares 1,851 $1.18M 0.01% +36 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,996 shares; 2025Q1: 28,306 shares; 2025Q2: 18,425 shares; 2025Q3: 18,625 shares; 2025Q4: 24,125 shares; 2026Q1: 23,167 shares 23,167 $1.17M 0.01% -958 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,085 shares; 2024Q4: 43,600 shares; 2025Q1: 38,002 shares; 2025Q2: 33,823 shares; 2025Q3: 32,760 shares; 2025Q4: not reported; 2026Q1: 21,599 shares 21,599 $1.17M 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,198 shares; 2025Q1: 6,467 shares; 2025Q2: 6,582 shares; 2025Q3: 6,256 shares; 2025Q4: 6,370 shares; 2026Q1: 6,397 shares 6,397 $1.17M 0.01% +27 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 14,686 shares; 2025Q1: 10,794 shares; 2025Q2: 10,265 shares; 2025Q3: 11,759 shares; 2025Q4: 11,845 shares; 2026Q1: 7,910 shares 7,910 $1.15M 0.01% -3,935 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,771 shares; 2024Q4: 72,771 shares; 2025Q1: 96,071 shares; 2025Q2: 95,080 shares; 2025Q3: 86,289 shares; 2025Q4: 68,098 shares; 2026Q1: 66,933 shares 66,933 $1.14M 0.01% -1,165 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,261 shares 12,261 $1.14M 0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,320 shares; 2024Q4: 18,584 shares; 2025Q1: 22,338 shares; 2025Q2: 21,645 shares; 2025Q3: 22,332 shares; 2025Q4: 26,905 shares; 2026Q1: 21,697 shares 21,697 $1.14M 0.01% -5,208 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,884 shares; 2024Q4: 43,374 shares; 2025Q1: 62,663 shares; 2025Q2: 78,614 shares; 2025Q3: 86,974 shares; 2025Q4: 67,629 shares; 2026Q1: 60,551 shares 60,551 $1.14M 0.01% -7,078 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,816 shares; 2026Q1: 3,820 shares 3,820 $1.14M 0.01% +1,004 Timeline FTXN 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: 29,426 shares 29,426 $1.14M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,811 shares; 2025Q3: 10,661 shares; 2025Q4: 4,147 shares; 2026Q1: 5,554 shares 5,554 $1.14M 0.01% +1,407 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 4,049 shares; 2025Q1: 4,035 shares; 2025Q2: 8,343 shares; 2025Q3: 4,915 shares; 2025Q4: 3,569 shares; 2026Q1: 2,779 shares 2,779 $1.13M 0.01% -790 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,264 shares; 2025Q2: 4,259 shares; 2025Q3: 4,432 shares; 2025Q4: 4,494 shares; 2026Q1: 4,514 shares 4,514 $1.13M 0.01% +20 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,306 shares; 2025Q3: 16,656 shares; 2025Q4: 16,905 shares; 2026Q1: 22,731 shares 22,731 $1.13M 0.01% +5,826 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 10,054 shares; 2025Q1: 13,168 shares; 2025Q2: 8,011 shares; 2025Q3: 9,357 shares; 2025Q4: 7,935 shares; 2026Q1: 13,960 shares 13,960 $1.12M 0.01% +6,025 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 12,065 shares; 2025Q1: 6,322 shares; 2025Q2: 6,425 shares; 2025Q3: 5,829 shares; 2025Q4: 5,457 shares; 2026Q1: 5,928 shares 5,928 $1.12M 0.01% +471 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,331 shares; 2024Q4: 166,602 shares; 2025Q1: 163,953 shares; 2025Q2: 170,530 shares; 2025Q3: 178,691 shares; 2025Q4: 181,442 shares; 2026Q1: 186,688 shares 186,688 $1.12M 0.01% +5,246 Timeline ILCG 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: 2,269 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 11,730 shares 11,730 $1.12M 0.01% +9,384 Timeline IBDV 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: 10,914 shares; 2024Q4: 34,934 shares; 2025Q1: 36,376 shares; 2025Q2: 57,259 shares; 2025Q3: 54,373 shares; 2025Q4: 53,693 shares; 2026Q1: 51,103 shares 51,103 $1.12M 0.01% -2,590 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,224 shares 6,224 $1.11M 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,253 shares; 2024Q4: 12,550 shares; 2025Q1: 15,090 shares; 2025Q2: 16,463 shares; 2025Q3: 16,603 shares; 2025Q4: 16,391 shares; 2026Q1: 16,339 shares 16,339 $1.11M 0.01% -52 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,939 shares; 2025Q1: 7,334 shares; 2025Q2: 6,771 shares; 2025Q3: 5,170 shares; 2025Q4: 5,421 shares; 2026Q1: 9,107 shares 9,107 $1.11M 0.01% +3,686 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 17,100 shares; 2025Q1: 17,100 shares; 2025Q2: 16,150 shares; 2025Q3: 12,100 shares; 2025Q4: 15,368 shares; 2026Q1: 11,350 shares 11,350 $1.11M 0.01% -4,018 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,672 shares; 2024Q4: 35,879 shares; 2025Q1: 40,051 shares; 2025Q2: 41,178 shares; 2025Q3: 43,471 shares; 2025Q4: not reported; 2026Q1: 47,351 shares 47,351 $1.1M 0.01% new 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: 42,992 shares; 2024Q4: 95,321 shares; 2025Q1: 35,970 shares; 2025Q2: 28,159 shares; 2025Q3: 28,314 shares; 2025Q4: 26,083 shares; 2026Q1: 26,851 shares 26,851 $1.1M 0.01% +768 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,614 shares; 2025Q1: 73,116 shares; 2025Q2: 85,274 shares; 2025Q3: 81,139 shares; 2025Q4: not reported; 2026Q1: 67,461 shares 67,461 $1.09M 0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 19,900 shares; 2025Q1: 29,300 shares; 2025Q2: 33,100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,228 shares 6,228 $1.09M 0.01% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,326 shares; 2024Q4: 18,855 shares; 2025Q1: 11,617 shares; 2025Q2: not reported; 2025Q3: 12,580 shares; 2025Q4: not reported; 2026Q1: 35,945 shares 35,945 $1.08M 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,483 shares; 2025Q4: 12,284 shares; 2026Q1: 13,969 shares 13,969 $1.08M 0.01% +1,685 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,527 shares; 2024Q4: 30,632 shares; 2025Q1: 16,326 shares; 2025Q2: 16,261 shares; 2025Q3: 15,716 shares; 2025Q4: not reported; 2026Q1: 15,071 shares 15,071 $1.08M 0.01% new Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,543 shares; 2025Q2: 94,289 shares; 2025Q3: 104,783 shares; 2025Q4: 80,338 shares; 2026Q1: 80,331 shares 80,331 $1.08M 0.01% -7 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 16,680 shares; 2025Q1: 16,602 shares; 2025Q2: 16,608 shares; 2025Q3: 16,588 shares; 2025Q4: 16,583 shares; 2026Q1: 16,587 shares 16,587 $1.08M 0.01% +4 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: 10,577 shares; 2024Q4: 10,771 shares; 2025Q1: 10,860 shares; 2025Q2: 9,541 shares; 2025Q3: 9,523 shares; 2025Q4: 9,817 shares; 2026Q1: 9,407 shares 9,407 $1.07M 0.01% -410 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,145 shares; 2024Q4: 15,760 shares; 2025Q1: 15,752 shares; 2025Q2: 14,065 shares; 2025Q3: 14,523 shares; 2025Q4: 14,432 shares; 2026Q1: 14,626 shares 14,626 $1.07M 0.01% +194 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,500 shares; 2024Q4: 66,691 shares; 2025Q1: 70,050 shares; 2025Q2: 64,700 shares; 2025Q3: 62,429 shares; 2025Q4: 74,929 shares; 2026Q1: 73,264 shares 73,264 $1.07M 0.01% -1,665 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: 106,481 shares; 2024Q4: 111,717 shares; 2025Q1: 106,415 shares; 2025Q2: 121,343 shares; 2025Q3: 99,690 shares; 2025Q4: 76,064 shares; 2026Q1: 92,405 shares 92,405 $1.07M 0.01% +16,341 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: 7,063 shares; 2024Q4: 6,333 shares; 2025Q1: 7,692 shares; 2025Q2: 7,868 shares; 2025Q3: 7,823 shares; 2025Q4: not reported; 2026Q1: 7,819 shares 7,819 $1.06M 0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,494 shares; 2025Q4: 22,532 shares; 2026Q1: 17,853 shares 17,853 $1.06M 0.01% -4,679 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,936 shares; 2024Q4: 35,334 shares; 2025Q1: 35,435 shares; 2025Q2: 35,109 shares; 2025Q3: 35,050 shares; 2025Q4: 34,723 shares; 2026Q1: 34,700 shares 34,700 $1.06M 0.01% -23 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,528 shares; 2024Q4: 34,450 shares; 2025Q1: 33,190 shares; 2025Q2: 32,785 shares; 2025Q3: 30,018 shares; 2025Q4: 21,800 shares; 2026Q1: 14,550 shares 14,550 $1.06M 0.01% -7,250 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,642 shares; 2024Q4: 18,942 shares; 2025Q1: 19,817 shares; 2025Q2: 19,467 shares; 2025Q3: 18,267 shares; 2025Q4: 14,665 shares; 2026Q1: 14,065 shares 14,065 $1.06M 0.01% -600 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: 47,818 shares; 2024Q4: 67,951 shares; 2025Q1: 82,981 shares; 2025Q2: 102,029 shares; 2025Q3: 114,152 shares; 2025Q4: 87,010 shares; 2026Q1: 86,745 shares 86,745 $1.05M 0.01% -265 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,289 shares; 2024Q4: 92,390 shares; 2025Q1: 81,665 shares; 2025Q2: 40,940 shares; 2025Q3: 38,690 shares; 2025Q4: 38,486 shares; 2026Q1: 36,423 shares 36,423 $1.05M 0.01% -2,063 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,428 shares; 2025Q1: 8,428 shares; 2025Q2: 8,428 shares; 2025Q3: 8,532 shares; 2025Q4: 8,532 shares; 2026Q1: 8,815 shares 8,815 $1.04M 0.01% +283 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,028 shares; 2026Q1: 13,600 shares 13,600 $1.04M 0.01% -2,428 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,297 shares; 2024Q4: 49,480 shares; 2025Q1: 51,234 shares; 2025Q2: 48,664 shares; 2025Q3: 48,667 shares; 2025Q4: 49,262 shares; 2026Q1: 55,029 shares 55,029 $1.03M 0.01% +5,767 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: 3,153 shares; 2024Q4: 2,372 shares; 2025Q1: 11,777 shares; 2025Q2: 16,687 shares; 2025Q3: 18,598 shares; 2025Q4: 20,792 shares; 2026Q1: 5,217 shares 5,217 $1.03M 0.01% -15,575 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 14,953 shares; 2025Q1: 10,337 shares; 2025Q2: 14,270 shares; 2025Q3: 9,164 shares; 2025Q4: 5,914 shares; 2026Q1: 5,173 shares 5,173 $1.03M 0.01% -741 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,582 shares; 2024Q4: 60,419 shares; 2025Q1: 76,812 shares; 2025Q2: 71,983 shares; 2025Q3: 71,826 shares; 2025Q4: 24,382 shares; 2026Q1: 37,401 shares 37,401 $1.02M 0.01% +13,019 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,944 shares; 2024Q4: 28,113 shares; 2025Q1: 27,601 shares; 2025Q2: 25,124 shares; 2025Q3: 23,749 shares; 2025Q4: 23,749 shares; 2026Q1: 24,039 shares 24,039 $1.02M 0.01% +290 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,325 shares; 2024Q4: 83,775 shares; 2025Q1: 88,120 shares; 2025Q2: 90,955 shares; 2025Q3: 89,495 shares; 2025Q4: 71,031 shares; 2026Q1: 66,963 shares 66,963 $1.02M 0.01% -4,068 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,562 shares; 2024Q4: 37,165 shares; 2025Q1: 36,115 shares; 2025Q2: 36,192 shares; 2025Q3: 22,096 shares; 2025Q4: 20,310 shares; 2026Q1: 20,048 shares 20,048 $1.02M 0.01% -262 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,996 shares; 2024Q4: 15,806 shares; 2025Q1: 16,997 shares; 2025Q2: 17,993 shares; 2025Q3: 20,023 shares; 2025Q4: 14,330 shares; 2026Q1: 13,502 shares 13,502 $1.02M 0.01% -828 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,188 shares; 2024Q4: 10,708 shares; 2025Q1: 10,708 shares; 2025Q2: 10,708 shares; 2025Q3: 7,708 shares; 2025Q4: 7,108 shares; 2026Q1: 13,658 shares 13,658 $1.02M 0.01% +6,550 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 4,933 shares; 2025Q1: 5,558 shares; 2025Q2: 8,673 shares; 2025Q3: 6,072 shares; 2025Q4: 11,354 shares; 2026Q1: 12,795 shares 12,795 $1.01M 0.01% +1,441 Timeline FYC 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: not reported; 2024Q4: 5,409 shares; 2025Q1: not reported; 2025Q2: 7,376 shares; 2025Q3: 10,151 shares; 2025Q4: 10,379 shares; 2026Q1: 10,379 shares 10,379 $1.01M 0.01% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,171 shares; 2024Q4: 12,101 shares; 2025Q1: 12,135 shares; 2025Q2: 11,464 shares; 2025Q3: 10,742 shares; 2025Q4: 10,610 shares; 2026Q1: 10,896 shares 10,896 $1.01M 0.01% +286 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,960 shares; 2024Q4: 76,826 shares; 2025Q1: 79,676 shares; 2025Q2: 79,592 shares; 2025Q3: 79,819 shares; 2025Q4: 72,626 shares; 2026Q1: 73,941 shares 73,941 $1M 0.01% +1,315 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,990 shares; 2024Q4: 22,856 shares; 2025Q1: 28,528 shares; 2025Q2: 29,522 shares; 2025Q3: 29,733 shares; 2025Q4: 28,394 shares; 2026Q1: 27,890 shares 27,890 $1M 0.01% -504 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 11,490 shares; 2025Q1: 9,640 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,278 shares; 2026Q1: 41,298 shares 41,298 $999K 0.01% +23,020 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,551 shares; 2024Q4: 92,851 shares; 2025Q1: 99,331 shares; 2025Q2: 117,631 shares; 2025Q3: 131,835 shares; 2025Q4: 140,557 shares; 2026Q1: 182,743 shares 182,743 $996K 0.01% +42,186 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,082 shares; 2024Q4: 48,738 shares; 2025Q1: 54,489 shares; 2025Q2: 75,092 shares; 2025Q3: 104,565 shares; 2025Q4: 73,067 shares; 2026Q1: 21,726 shares 21,726 $995K 0.01% -51,341 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,332 shares; 2024Q4: 10,527 shares; 2025Q1: 11,336 shares; 2025Q2: 11,479 shares; 2025Q3: 11,564 shares; 2025Q4: 12,553 shares; 2026Q1: 12,876 shares 12,876 $994K 0.01% +323 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,621 shares; 2024Q4: 35,445 shares; 2025Q1: 32,907 shares; 2025Q2: 29,185 shares; 2025Q3: 28,738 shares; 2025Q4: 26,140 shares; 2026Q1: 23,582 shares 23,582 $992K 0.01% -2,558 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,741 shares; 2024Q4: 27,487 shares; 2025Q1: 60,934 shares; 2025Q2: 58,273 shares; 2025Q3: 57,551 shares; 2025Q4: 62,185 shares; 2026Q1: 20,406 shares 20,406 $989K 0.01% -41,779 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: 544 shares; 2024Q4: 459 shares; 2025Q1: 2,863 shares; 2025Q2: 2,300 shares; 2025Q3: 2,474 shares; 2025Q4: 2,035 shares; 2026Q1: 2,037 shares 2,037 $988K 0.01% +2 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,678 shares; 2025Q2: 56,137 shares; 2025Q3: 67,301 shares; 2025Q4: 122,456 shares; 2026Q1: 93,734 shares 93,734 $987K 0.01% -28,722 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 17,071 shares; 2025Q1: 14,147 shares; 2025Q2: 14,062 shares; 2025Q3: 13,992 shares; 2025Q4: 2,433 shares; 2026Q1: 3,016 shares 3,016 $986K 0.01% +583 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to 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: 12,000 shares 12,000 $986K 0.01% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,190 shares; 2024Q4: 19,072 shares; 2025Q1: 20,099 shares; 2025Q2: 19,920 shares; 2025Q3: 19,886 shares; 2025Q4: 19,702 shares; 2026Q1: 19,689 shares 19,689 $979K 0.01% -13 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,659 shares; 2024Q4: 102,352 shares; 2025Q1: 95,913 shares; 2025Q2: 97,310 shares; 2025Q3: 99,556 shares; 2025Q4: 85,169 shares; 2026Q1: 84,886 shares 84,886 $976K 0.01% -283 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 22,761 shares; 2025Q4: 21,854 shares; 2026Q1: 21,855 shares 21,855 $975K 0.01% +1 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: 9,147 shares; 2024Q4: 9,763 shares; 2025Q1: 11,708 shares; 2025Q2: 13,796 shares; 2025Q3: 10,408 shares; 2025Q4: 10,616 shares; 2026Q1: 10,721 shares 10,721 $966K 0.01% +105 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: 127,028 shares; 2024Q4: 139,045 shares; 2025Q1: 188,337 shares; 2025Q2: 189,379 shares; 2025Q3: 46,352 shares; 2025Q4: 44,721 shares; 2026Q1: 42,842 shares 42,842 $964K 0.01% -1,879 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,900 shares; 2025Q1: 100,600 shares; 2025Q2: 105,200 shares; 2025Q3: 126,175 shares; 2025Q4: 129,500 shares; 2026Q1: 146,500 shares 146,500 $963K 0.01% +17,000 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,700 shares; 2024Q4: 49,565 shares; 2025Q1: 85,774 shares; 2025Q2: 85,483 shares; 2025Q3: 91,546 shares; 2025Q4: 47,408 shares; 2026Q1: 55,890 shares 55,890 $962K 0.01% +8,482 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 5,648 shares; 2025Q1: 7,313 shares; 2025Q2: 10,593 shares; 2025Q3: 11,164 shares; 2025Q4: 7,961 shares; 2026Q1: 8,092 shares 8,092 $961K 0.01% +131 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,275 shares; 2026Q1: 20,439 shares 20,439 $959K 0.01% -836 Timeline IBDW 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: 39,466 shares; 2024Q4: 40,381 shares; 2025Q1: 42,802 shares; 2025Q2: 44,384 shares; 2025Q3: 44,471 shares; 2025Q4: 47,247 shares; 2026Q1: 45,781 shares 45,781 $958K 0.01% -1,466 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 5,653 shares; 2025Q4: not reported; 2026Q1: 16,065 shares 16,065 $957K 0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,026 shares; 2024Q4: 49,854 shares; 2025Q1: 34,791 shares; 2025Q2: 53,152 shares; 2025Q3: 30,197 shares; 2025Q4: 23,676 shares; 2026Q1: 20,421 shares 20,421 $957K 0.01% -3,255 Timeline FFLC 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: 18,960 shares; 2025Q1: 18,960 shares; 2025Q2: 18,960 shares; 2025Q3: 19,373 shares; 2025Q4: 19,373 shares; 2026Q1: 18,644 shares 18,644 $956K 0.01% -729 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 7,293 shares; 2025Q1: 11,013 shares; 2025Q2: 11,571 shares; 2025Q3: 13,453 shares; 2025Q4: 13,142 shares; 2026Q1: 11,548 shares 11,548 $952K 0.01% -1,594 Timeline FTHI 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: 10,075 shares; 2024Q4: 11,818 shares; 2025Q1: 15,735 shares; 2025Q2: 25,556 shares; 2025Q3: 27,193 shares; 2025Q4: 27,451 shares; 2026Q1: 41,408 shares 41,408 $950K 0.01% +13,957 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: not reported; 2024Q4: 447 shares; 2025Q1: 465 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,378 shares 4,378 $950K 0.01% new 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: 8,545 shares; 2024Q4: 15,295 shares; 2025Q1: 9,920 shares; 2025Q2: 7,774 shares; 2025Q3: 15,691 shares; 2025Q4: 12,515 shares; 2026Q1: 11,190 shares 11,190 $950K 0.01% -1,325 Timeline VTWO 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: 12,368 shares; 2024Q4: 16,051 shares; 2025Q1: 15,600 shares; 2025Q2: 12,283 shares; 2025Q3: 9,989 shares; 2025Q4: 9,278 shares; 2026Q1: 9,452 shares 9,452 $947K 0.01% +174 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: 9,105 shares; 2024Q4: 15,316 shares; 2025Q1: 15,389 shares; 2025Q2: 14,642 shares; 2025Q3: 12,810 shares; 2025Q4: 12,578 shares; 2026Q1: 12,587 shares 12,587 $946K 0.01% +9 Timeline TARA PROTARA THERAPEUTICS INC More: the full row for PROTARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,125 shares; 2024Q4: 201,426 shares; 2025Q1: 186,564 shares; 2025Q2: 246,064 shares; 2025Q3: 206,973 shares; 2025Q4: 223,767 shares; 2026Q1: 181,565 shares 181,565 $946K 0.01% -42,202 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,019 shares; 2024Q4: 21,922 shares; 2025Q1: 23,189 shares; 2025Q2: 21,310 shares; 2025Q3: 19,885 shares; 2025Q4: 20,225 shares; 2026Q1: 20,364 shares 20,364 $944K 0.01% +139 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 3,820 shares; 2025Q1: 3,806 shares; 2025Q2: 3,630 shares; 2025Q3: 3,785 shares; 2025Q4: 3,675 shares; 2026Q1: 3,706 shares 3,706 $943K 0.01% +31 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,980 shares; 2025Q1: 2,205 shares; 2025Q2: 1,872 shares; 2025Q3: 2,572 shares; 2025Q4: 6,870 shares; 2026Q1: 4,819 shares 4,819 $942K 0.01% -2,051 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 9,250 shares; 2025Q1: 8,970 shares; 2025Q2: 9,559 shares; 2025Q3: 10,206 shares; 2025Q4: 10,180 shares; 2026Q1: 9,835 shares 9,835 $941K 0.01% -345 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 5,501 shares; 2026Q1: 9,345 shares 9,345 $941K 0.01% +3,844 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,542 shares; 2025Q1: 10,351 shares; 2025Q2: 6,548 shares; 2025Q3: 6,160 shares; 2025Q4: 2,100 shares; 2026Q1: 11,383 shares 11,383 $941K 0.01% +9,283 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,677 shares; 2024Q4: 11,678 shares; 2025Q1: 14,997 shares; 2025Q2: 25,314 shares; 2025Q3: 29,662 shares; 2025Q4: 37,901 shares; 2026Q1: 41,401 shares 41,401 $940K 0.01% +3,500 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,393 shares; 2024Q4: 20,885 shares; 2025Q1: 25,161 shares; 2025Q2: 20,962 shares; 2025Q3: 20,759 shares; 2025Q4: 19,407 shares; 2026Q1: 19,151 shares 19,151 $939K 0.01% -256 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,467 shares; 2024Q4: 21,454 shares; 2025Q1: 26,358 shares; 2025Q2: 21,943 shares; 2025Q3: 10,615 shares; 2025Q4: 11,469 shares; 2026Q1: 9,131 shares 9,131 $938K 0.01% -2,338 Timeline FALN 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: 30,656 shares; 2025Q1: 33,982 shares; 2025Q2: 33,619 shares; 2025Q3: 33,343 shares; 2025Q4: 33,959 shares; 2026Q1: 35,049 shares 35,049 $937K 0.01% +1,090 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,367 shares; 2026Q1: 49,507 shares 49,507 $934K 0.01% +8,140 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,476 shares; 2024Q4: 31,470 shares; 2025Q1: 33,881 shares; 2025Q2: 33,760 shares; 2025Q3: 34,474 shares; 2025Q4: 36,432 shares; 2026Q1: 38,294 shares 38,294 $928K 0.01% +1,862 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,360 shares; 2025Q2: not reported; 2025Q3: 21,726 shares; 2025Q4: 26,293 shares; 2026Q1: 41,619 shares 41,619 $927K 0.01% +15,326 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,886 shares; 2024Q4: 26,718 shares; 2025Q1: 33,187 shares; 2025Q2: 35,356 shares; 2025Q3: 42,118 shares; 2025Q4: 44,279 shares; 2026Q1: 45,271 shares 45,271 $926K 0.01% +992 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,341 shares; 2024Q4: 53,618 shares; 2025Q1: 56,110 shares; 2025Q2: 56,517 shares; 2025Q3: 57,017 shares; 2025Q4: 57,137 shares; 2026Q1: 57,663 shares 57,663 $924K 0.01% +526 Timeline PAAA 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: 15,602 shares; 2025Q2: 19,801 shares; 2025Q3: 19,401 shares; 2025Q4: 19,286 shares; 2026Q1: 18,001 shares 18,001 $921K 0.01% -1,285 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,351 shares; 2024Q4: 20,599 shares; 2025Q1: 34,748 shares; 2025Q2: 35,347 shares; 2025Q3: 36,875 shares; 2025Q4: not reported; 2026Q1: 42,079 shares 42,079 $921K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,282 shares 8,282 $918K 0.01% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,973 shares; 2025Q3: 7,220 shares; 2025Q4: not reported; 2026Q1: 8,734 shares 8,734 $917K 0.01% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,749 shares; 2025Q1: 11,676 shares; 2025Q2: 11,474 shares; 2025Q3: 6,474 shares; 2025Q4: 9,237 shares; 2026Q1: 17,618 shares 17,618 $917K 0.01% +8,381 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 7,214 shares; 2025Q1: 6,248 shares; 2025Q2: 9,116 shares; 2025Q3: 9,431 shares; 2025Q4: 9,658 shares; 2026Q1: 9,853 shares 9,853 $914K 0.01% +195 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,860 shares; 2025Q1: 2,621 shares; 2025Q2: 15,323 shares; 2025Q3: 9,940 shares; 2025Q4: 6,630 shares; 2026Q1: 6,773 shares 6,773 $912K 0.01% +143 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,205 shares; 2024Q4: 16,205 shares; 2025Q1: 16,213 shares; 2025Q2: 16,205 shares; 2025Q3: 11,005 shares; 2025Q4: 11,005 shares; 2026Q1: 11,005 shares 11,005 $908K 0.01% 0 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: 18,994 shares; 2025Q2: 21,144 shares; 2025Q3: 23,921 shares; 2025Q4: 18,260 shares; 2026Q1: 18,263 shares 18,263 $906K 0.01% +3 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,674 shares; 2024Q4: 82,872 shares; 2025Q1: 82,569 shares; 2025Q2: 83,517 shares; 2025Q3: 89,680 shares; 2025Q4: 91,394 shares; 2026Q1: 87,825 shares 87,825 $905K 0.01% -3,569 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,973 shares; 2025Q3: 19,620 shares; 2025Q4: 18,454 shares; 2026Q1: 33,062 shares 33,062 $903K 0.01% +14,608 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,957 shares; 2024Q4: 66,003 shares; 2025Q1: 65,456 shares; 2025Q2: 65,456 shares; 2025Q3: 65,442 shares; 2025Q4: 65,599 shares; 2026Q1: 66,049 shares 66,049 $903K 0.01% +450 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,458 shares; 2025Q2: 9,150 shares; 2025Q3: 10,493 shares; 2025Q4: 4,475 shares; 2026Q1: 4,395 shares 4,395 $901K 0.01% -80 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: 18,050 shares; 2024Q4: 18,944 shares; 2025Q1: 114,785 shares; 2025Q2: 115,269 shares; 2025Q3: 114,993 shares; 2025Q4: 26,077 shares; 2026Q1: 18,551 shares 18,551 $900K 0.01% -7,526 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 43,214 shares; 2025Q2: 43,228 shares; 2025Q3: 39,426 shares; 2025Q4: 39,511 shares; 2026Q1: 39,516 shares 39,516 $899K 0.01% +5 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 10,529 shares; 2025Q1: 10,249 shares; 2025Q2: 10,877 shares; 2025Q3: 12,131 shares; 2025Q4: 16,371 shares; 2026Q1: 18,509 shares 18,509 $894K 0.01% +2,138 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: 10,590 shares; 2024Q4: 8,491 shares; 2025Q1: 8,689 shares; 2025Q2: 8,012 shares; 2025Q3: 6,374 shares; 2025Q4: 5,485 shares; 2026Q1: 5,840 shares 5,840 $894K 0.01% +355 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY 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: 19,687 shares 19,687 $893K 0.01% new 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: 6,337 shares; 2024Q4: 4,396 shares; 2025Q1: 8,216 shares; 2025Q2: 9,812 shares; 2025Q3: 12,431 shares; 2025Q4: 5,052 shares; 2026Q1: 3,735 shares 3,735 $890K 0.01% -1,317 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,298 shares; 2025Q1: 7,680 shares; 2025Q2: 8,877 shares; 2025Q3: 9,456 shares; 2025Q4: 9,431 shares; 2026Q1: 10,722 shares 10,722 $888K 0.01% +1,291 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,409 shares; 2024Q4: 49,497 shares; 2025Q1: 10,108 shares; 2025Q2: 4,095 shares; 2025Q3: 6,318 shares; 2025Q4: 6,287 shares; 2026Q1: 6,291 shares 6,291 $888K 0.01% +4 Timeline VBR 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: 4,644 shares; 2024Q4: 4,327 shares; 2025Q1: 3,800 shares; 2025Q2: 3,789 shares; 2025Q3: 4,373 shares; 2025Q4: 4,537 shares; 2026Q1: 4,067 shares 4,067 $884K 0.01% -470 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 7,541 shares; 2025Q1: 7,548 shares; 2025Q2: 7,273 shares; 2025Q3: 7,195 shares; 2025Q4: 7,195 shares; 2026Q1: 7,014 shares 7,014 $883K 0.01% -181 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,860 shares 26,860 $880K 0.01% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,692 shares; 2025Q2: 21,613 shares; 2025Q3: 16,590 shares; 2025Q4: not reported; 2026Q1: 18,340 shares 18,340 $880K 0.01% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,703 shares; 2024Q4: 26,820 shares; 2025Q1: 160,326 shares; 2025Q2: 158,868 shares; 2025Q3: 150,151 shares; 2025Q4: 150,151 shares; 2026Q1: 158,256 shares 158,256 $878K 0.01% +8,105 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: not reported; 2024Q4: not reported; 2025Q1: 5,169 shares; 2025Q2: 6,568 shares; 2025Q3: 6,583 shares; 2025Q4: 11,409 shares; 2026Q1: 12,213 shares 12,213 $876K 0.01% +804 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,118 shares; 2025Q3: 42,600 shares; 2025Q4: not reported; 2026Q1: 41,172 shares 41,172 $871K 0.01% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 4,959 shares; 2025Q1: 4,964 shares; 2025Q2: 4,798 shares; 2025Q3: 4,787 shares; 2025Q4: 5,083 shares; 2026Q1: 5,491 shares 5,491 $871K 0.01% +408 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 6,038 shares; 2025Q1: 10,340 shares; 2025Q2: 7,082 shares; 2025Q3: 8,291 shares; 2025Q4: not reported; 2026Q1: 9,289 shares 9,289 $870K 0.01% new 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: 7,957 shares; 2024Q4: 8,523 shares; 2025Q1: 6,423 shares; 2025Q2: 6,633 shares; 2025Q3: 19,855 shares; 2025Q4: 7,392 shares; 2026Q1: 7,738 shares 7,738 $869K 0.01% +346 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,979 shares; 2024Q4: 192,971 shares; 2025Q1: 210,655 shares; 2025Q2: 288,296 shares; 2025Q3: 323,689 shares; 2025Q4: 222,723 shares; 2026Q1: 217,790 shares 217,790 $867K 0.01% -4,933 Timeline DRNZ REX ETF TR More: the full row for REX 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: 36,093 shares 36,093 $864K 0.01% new Timeline PPH 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: 13,445 shares; 2024Q4: 13,210 shares; 2025Q1: 10,883 shares; 2025Q2: 11,111 shares; 2025Q3: 10,252 shares; 2025Q4: 10,115 shares; 2026Q1: 8,298 shares 8,298 $862K 0.01% -1,817 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 12,030 shares; 2025Q3: 12,030 shares; 2025Q4: 23,181 shares; 2026Q1: 26,829 shares 26,829 $857K 0.01% +3,648 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,014 shares; 2024Q4: 43,573 shares; 2025Q1: 50,738 shares; 2025Q2: 68,552 shares; 2025Q3: 73,943 shares; 2025Q4: 35,811 shares; 2026Q1: 105,168 shares 105,168 $856K 0.01% +69,357 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 12,500 shares; 2025Q1: 10,000 shares; 2025Q2: 43,595 shares; 2025Q3: 20,100 shares; 2025Q4: not reported; 2026Q1: 25,284 shares 25,284 $856K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,013 shares; 2025Q3: 59,025 shares; 2025Q4: 58,794 shares; 2026Q1: 57,329 shares 57,329 $854K 0.01% -1,465 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 17,674 shares; 2025Q1: 15,245 shares; 2025Q2: 13,532 shares; 2025Q3: 14,288 shares; 2025Q4: 19,851 shares; 2026Q1: 4,861 shares 4,861 $854K 0.01% -14,990 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,792 shares; 2025Q3: 6,792 shares; 2025Q4: 6,792 shares; 2026Q1: 8,604 shares 8,604 $852K 0.01% +1,812 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,340 shares; 2024Q4: 10,340 shares; 2025Q1: 10,340 shares; 2025Q2: 13,340 shares; 2025Q3: 12,940 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $852K 0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,112 shares; 2024Q4: 47,760 shares; 2025Q1: 49,996 shares; 2025Q2: 54,132 shares; 2025Q3: 52,428 shares; 2025Q4: 56,869 shares; 2026Q1: 41,739 shares 41,739 $852K 0.01% -15,130 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: 6,031 shares; 2024Q4: 7,944 shares; 2025Q1: 2,954 shares; 2025Q2: 3,819 shares; 2025Q3: 3,661 shares; 2025Q4: 2,953 shares; 2026Q1: 2,971 shares 2,971 $852K 0.01% +18 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,226 shares; 2024Q4: 46,499 shares; 2025Q1: 30,493 shares; 2025Q2: 19,318 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,187 shares 6,187 $849K 0.01% new Timeline MBB 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: 14,034 shares; 2024Q4: 14,323 shares; 2025Q1: 14,002 shares; 2025Q2: 16,242 shares; 2025Q3: 17,247 shares; 2025Q4: 7,592 shares; 2026Q1: 8,905 shares 8,905 $846K 0.01% +1,313 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,921 shares; 2024Q4: 13,271 shares; 2025Q1: 13,160 shares; 2025Q2: 13,660 shares; 2025Q3: 15,312 shares; 2025Q4: not reported; 2026Q1: 18,984 shares 18,984 $843K 0.01% new Timeline VONV 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: 5,249 shares; 2024Q4: 7,735 shares; 2025Q1: 7,470 shares; 2025Q2: 7,744 shares; 2025Q3: 6,418 shares; 2025Q4: 9,187 shares; 2026Q1: 8,982 shares 8,982 $842K 0.01% -205 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: 77,607 shares; 2025Q1: 77,439 shares; 2025Q2: 79,968 shares; 2025Q3: 78,882 shares; 2025Q4: 67,760 shares; 2026Q1: 65,157 shares 65,157 $839K 0.01% -2,603 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 10,662 shares; 2025Q1: 20,703 shares; 2025Q2: 17,404 shares; 2025Q3: 31,115 shares; 2025Q4: 18,247 shares; 2026Q1: 22,118 shares 22,118 $836K 0.01% +3,871 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,593 shares; 2024Q4: 17,783 shares; 2025Q1: 16,232 shares; 2025Q2: 16,064 shares; 2025Q3: 12,042 shares; 2025Q4: 8,868 shares; 2026Q1: 7,577 shares 7,577 $835K 0.01% -1,291 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,208 shares; 2025Q4: 21,929 shares; 2026Q1: 25,947 shares 25,947 $834K 0.01% +4,018 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,206 shares; 2024Q4: 15,599 shares; 2025Q1: 15,573 shares; 2025Q2: 15,494 shares; 2025Q3: 15,459 shares; 2025Q4: 15,305 shares; 2026Q1: 15,545 shares 15,545 $830K 0.01% +240 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE 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: 29,115 shares 29,115 $829K 0.01% new Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,525 shares; 2025Q4: 38,725 shares; 2026Q1: 60,407 shares 60,407 $829K 0.01% +21,682 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,702 shares; 2025Q1: 3,258 shares; 2025Q2: 4,943 shares; 2025Q3: 3,519 shares; 2025Q4: 3,683 shares; 2026Q1: 4,185 shares 4,185 $827K 0.01% +502 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,232 shares; 2024Q4: 35,554 shares; 2025Q1: 57,474 shares; 2025Q2: 13,098 shares; 2025Q3: 5,939 shares; 2025Q4: 12,451 shares; 2026Q1: 17,045 shares 17,045 $825K 0.01% +4,594 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,914 shares; 2025Q1: 30,983 shares; 2025Q2: 32,894 shares; 2025Q3: 41,838 shares; 2025Q4: 26,732 shares; 2026Q1: 40,732 shares 40,732 $824K 0.01% +14,000 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,582 shares; 2025Q2: 9,142 shares; 2025Q3: 9,043 shares; 2025Q4: 15,470 shares; 2026Q1: 16,263 shares 16,263 $823K 0.01% +793 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: 5,568 shares; 2024Q4: 6,007 shares; 2025Q1: 1,821 shares; 2025Q2: 1,848 shares; 2025Q3: 1,877 shares; 2025Q4: 2,941 shares; 2026Q1: 2,430 shares 2,430 $822K 0.01% -511 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 9,249 shares; 2025Q1: 8,389 shares; 2025Q2: 8,389 shares; 2025Q3: 11,289 shares; 2025Q4: 19,989 shares; 2026Q1: 22,247 shares 22,247 $822K 0.01% +2,258 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,782 shares; 2024Q4: 40,457 shares; 2025Q1: 40,989 shares; 2025Q2: 39,723 shares; 2025Q3: 35,256 shares; 2025Q4: 15,379 shares; 2026Q1: 16,338 shares 16,338 $819K 0.01% +959 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 1,570 shares; 2025Q1: 1,728 shares; 2025Q2: 1,110 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,682 shares 2,682 $816K 0.01% new Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,200 shares; 2024Q4: 25,400 shares; 2025Q1: 25,400 shares; 2025Q2: 25,400 shares; 2025Q3: 25,400 shares; 2025Q4: 25,200 shares; 2026Q1: 25,200 shares 25,200 $813K 0.01% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,824 shares; 2024Q4: 21,872 shares; 2025Q1: 23,124 shares; 2025Q2: 33,256 shares; 2025Q3: 31,558 shares; 2025Q4: 25,095 shares; 2026Q1: 13,587 shares 13,587 $811K 0.01% -11,508 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,528 shares; 2025Q1: 10,982 shares; 2025Q2: 5,171 shares; 2025Q3: 8,535 shares; 2025Q4: 12,605 shares; 2026Q1: 11,042 shares 11,042 $808K 0.01% -1,563 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,043 shares; 2024Q4: 11,169 shares; 2025Q1: 9,937 shares; 2025Q2: 13,427 shares; 2025Q3: 10,590 shares; 2025Q4: 13,802 shares; 2026Q1: 14,955 shares 14,955 $806K 0.01% +1,153 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,602 shares; 2025Q1: 8,857 shares; 2025Q2: 8,857 shares; 2025Q3: 8,798 shares; 2025Q4: 8,998 shares; 2026Q1: 8,936 shares 8,936 $804K 0.01% -62 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: 7,984 shares; 2024Q4: 8,044 shares; 2025Q1: 6,952 shares; 2025Q2: 7,076 shares; 2025Q3: 7,449 shares; 2025Q4: not reported; 2026Q1: 3,352 shares 3,352 $802K 0.01% new Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,985 shares; 2025Q2: 50,397 shares; 2025Q3: 50,022 shares; 2025Q4: 49,662 shares; 2026Q1: 36,154 shares 36,154 $802K 0.01% -13,508 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,237 shares; 2024Q4: 56,993 shares; 2025Q1: 59,048 shares; 2025Q2: 56,679 shares; 2025Q3: 56,678 shares; 2025Q4: 59,395 shares; 2026Q1: 59,622 shares 59,622 $801K 0.01% +227 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,359 shares; 2024Q4: 17,672 shares; 2025Q1: 24,445 shares; 2025Q2: 25,432 shares; 2025Q3: 23,949 shares; 2025Q4: 23,465 shares; 2026Q1: 22,543 shares 22,543 $800K 0.01% -922 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,127 shares 6,127 $800K 0.01% new 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: 1,411 shares; 2024Q4: 4,455 shares; 2025Q1: 4,452 shares; 2025Q2: 6,658 shares; 2025Q3: 7,101 shares; 2025Q4: 5,029 shares; 2026Q1: 5,059 shares 5,059 $796K 0.01% +30 Timeline JCPI 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: 6,675 shares; 2025Q3: 16,150 shares; 2025Q4: 16,400 shares; 2026Q1: 16,400 shares 16,400 $793K 0.01% 0 Timeline VOX 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: 6,580 shares; 2024Q4: 6,177 shares; 2025Q1: 5,893 shares; 2025Q2: 12,439 shares; 2025Q3: 5,046 shares; 2025Q4: 4,700 shares; 2026Q1: 4,396 shares 4,396 $791K 0.01% -304 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,828 shares; 2024Q4: 12,367 shares; 2025Q1: 31,427 shares; 2025Q2: 34,167 shares; 2025Q3: 34,650 shares; 2025Q4: 30,663 shares; 2026Q1: 30,516 shares 30,516 $790K 0.01% -147 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,503 shares; 2025Q1: 5,826 shares; 2025Q2: 5,933 shares; 2025Q3: 5,015 shares; 2025Q4: 4,968 shares; 2026Q1: 4,536 shares 4,536 $787K 0.01% -432 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: 70,806 shares; 2024Q4: 27,112 shares; 2025Q1: 28,362 shares; 2025Q2: 27,362 shares; 2025Q3: 68,596 shares; 2025Q4: 67,779 shares; 2026Q1: 68,529 shares 68,529 $786K 0.01% +750 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 31,606 shares; 2026Q1: 41,341 shares 41,341 $782K 0.01% +9,735 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: not reported; 2024Q4: not reported; 2025Q1: 8,591 shares; 2025Q2: 13,733 shares; 2025Q3: 13,733 shares; 2025Q4: 13,838 shares; 2026Q1: 14,629 shares 14,629 $781K 0.01% +791 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: 7,454 shares; 2024Q4: 7,459 shares; 2025Q1: 7,843 shares; 2025Q2: 7,780 shares; 2025Q3: 7,803 shares; 2025Q4: 7,332 shares; 2026Q1: 7,314 shares 7,314 $780K 0.01% -18 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 13,873 shares; 2025Q1: 11,141 shares; 2025Q2: 12,570 shares; 2025Q3: 14,536 shares; 2025Q4: 16,491 shares; 2026Q1: 28,136 shares 28,136 $780K 0.01% +11,645 Timeline VALU VALUE LINE INC More: the full row for VALUE LINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 5,500 shares; 2025Q1: 21,150 shares; 2025Q2: 21,650 shares; 2025Q3: 17,768 shares; 2025Q4: 22,018 shares; 2026Q1: 22,018 shares 22,018 $777K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,361 shares; 2024Q4: 10,436 shares; 2025Q1: 10,313 shares; 2025Q2: 10,142 shares; 2025Q3: 10,158 shares; 2025Q4: 9,893 shares; 2026Q1: 9,892 shares 9,892 $776K 0.01% -1 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to 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: 94,201 shares 94,201 $775K 0.01% new Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,260 shares; 2024Q4: 35,163 shares; 2025Q1: 33,315 shares; 2025Q2: 31,512 shares; 2025Q3: 32,062 shares; 2025Q4: 33,981 shares; 2026Q1: 41,615 shares 41,615 $774K 0.01% +7,634 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,744 shares; 2024Q4: 9,885 shares; 2025Q1: 9,786 shares; 2025Q2: 9,465 shares; 2025Q3: 10,107 shares; 2025Q4: 9,877 shares; 2026Q1: 9,146 shares 9,146 $772K 0.01% -731 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,348 shares; 2024Q4: 42,929 shares; 2025Q1: 42,706 shares; 2025Q2: 43,965 shares; 2025Q3: 13,421 shares; 2025Q4: 12,541 shares; 2026Q1: 28,086 shares 28,086 $772K 0.01% +15,545 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,911 shares; 2024Q4: 8,561 shares; 2025Q1: 9,760 shares; 2025Q2: 11,465 shares; 2025Q3: 19,172 shares; 2025Q4: 24,959 shares; 2026Q1: 21,714 shares 21,714 $770K 0.01% -3,245 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,650 shares; 2025Q3: 7,393 shares; 2025Q4: 8,268 shares; 2026Q1: 8,053 shares 8,053 $768K 0.01% -215 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: not reported; 2024Q4: 5,081 shares; 2025Q1: 8,627 shares; 2025Q2: 10,322 shares; 2025Q3: 11,252 shares; 2025Q4: 14,913 shares; 2026Q1: 16,153 shares 16,153 $768K 0.01% +1,240 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,092 shares; 2024Q4: 8,663 shares; 2025Q1: 9,349 shares; 2025Q2: 10,574 shares; 2025Q3: 10,112 shares; 2025Q4: 9,924 shares; 2026Q1: 11,126 shares 11,126 $765K 0.01% +1,202 Timeline EMLP 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: 10,656 shares; 2024Q4: 13,624 shares; 2025Q1: 10,347 shares; 2025Q2: 13,114 shares; 2025Q3: 13,029 shares; 2025Q4: 12,650 shares; 2026Q1: 17,523 shares 17,523 $765K 0.01% +4,873 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,473 shares; 2024Q4: 56,377 shares; 2025Q1: 56,998 shares; 2025Q2: 58,262 shares; 2025Q3: 82,946 shares; 2025Q4: 75,789 shares; 2026Q1: 67,791 shares 67,791 $761K 0.01% -7,998 Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,992 shares; 2024Q4: 115,579 shares; 2025Q1: 94,710 shares; 2025Q2: 27,199 shares; 2025Q3: 43,061 shares; 2025Q4: 45,707 shares; 2026Q1: 57,698 shares 57,698 $759K 0.01% +11,991 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,765 shares; 2025Q4: 25,674 shares; 2026Q1: 35,359 shares 35,359 $758K 0.01% +9,685 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,715 shares; 2024Q4: 16,925 shares; 2025Q1: 14,289 shares; 2025Q2: 12,857 shares; 2025Q3: 10,350 shares; 2025Q4: not reported; 2026Q1: 10,388 shares 10,388 $755K 0.01% new Timeline