PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 3,651 shares; 2025Q1: 3,623 shares; 2025Q2: 3,434 shares; 2025Q3: 3,365 shares; 2025Q4: 3,175 shares; 2026Q1: 3,556 shares 3,556 $755K 0.01% +381 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,939 shares; 2026Q1: 16,337 shares 16,337 $755K 0.01% +5,398 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,932 shares; 2025Q3: 8,858 shares; 2025Q4: 9,861 shares; 2026Q1: 9,527 shares 9,527 $754K 0.01% -334 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 3,358 shares; 2025Q1: 4,214 shares; 2025Q2: 2,661 shares; 2025Q3: 4,340 shares; 2025Q4: 3,836 shares; 2026Q1: 5,366 shares 5,366 $753K 0.01% +1,530 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,236 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,032 shares; 2026Q1: 19,451 shares 19,451 $751K 0.01% +2,419 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,306 shares; 2025Q3: 21,193 shares; 2025Q4: 34,948 shares; 2026Q1: 35,812 shares 35,812 $751K 0.01% +864 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,374 shares; 2026Q1: 4,647 shares 4,647 $748K 0.01% +2,273 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 3,794 shares; 2025Q2: 3,780 shares; 2025Q3: 3,777 shares; 2025Q4: 3,807 shares; 2026Q1: 3,909 shares 3,909 $745K 0.01% +102 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,406 shares; 2024Q4: 24,570 shares; 2025Q1: 21,103 shares; 2025Q2: 31,138 shares; 2025Q3: 30,246 shares; 2025Q4: 18,937 shares; 2026Q1: 20,853 shares 20,853 $744K 0.01% +1,916 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,577 shares; 2025Q1: 13,606 shares; 2025Q2: 21,186 shares; 2025Q3: 44,996 shares; 2025Q4: 61,286 shares; 2026Q1: 61,239 shares 61,239 $744K 0.01% -47 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,091 shares 20,091 $744K 0.01% new Timeline IHI 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: 14,541 shares; 2024Q4: 12,737 shares; 2025Q1: 14,184 shares; 2025Q2: 14,699 shares; 2025Q3: 13,114 shares; 2025Q4: 12,683 shares; 2026Q1: 13,939 shares 13,939 $744K 0.01% +1,256 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 16,450 shares; 2025Q1: 3,885 shares; 2025Q2: 14,045 shares; 2025Q3: 5,919 shares; 2025Q4: 2,854 shares; 2026Q1: 2,631 shares 2,631 $741K 0.01% -223 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,083 shares; 2025Q2: 9,008 shares; 2025Q3: 9,008 shares; 2025Q4: 9,008 shares; 2026Q1: 9,008 shares 9,008 $740K 0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,205 shares; 2024Q4: 37,880 shares; 2025Q1: 58,921 shares; 2025Q2: 67,075 shares; 2025Q3: 68,389 shares; 2025Q4: 30,297 shares; 2026Q1: 29,308 shares 29,308 $740K 0.01% -989 Timeline SPIB 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: 8,166 shares; 2025Q1: 12,795 shares; 2025Q2: 22,012 shares; 2025Q3: 21,268 shares; 2025Q4: 18,940 shares; 2026Q1: 21,943 shares 21,943 $736K 0.01% +3,003 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,507 shares; 2024Q4: 31,517 shares; 2025Q1: 35,683 shares; 2025Q2: 35,652 shares; 2025Q3: 36,334 shares; 2025Q4: 34,513 shares; 2026Q1: 34,438 shares 34,438 $735K 0.01% -75 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 25,200 shares; 2025Q1: 34,900 shares; 2025Q2: 38,406 shares; 2025Q3: not reported; 2025Q4: 48,342 shares; 2026Q1: 53,860 shares 53,860 $734K 0.01% +5,518 Timeline YJUN 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: 29,393 shares; 2024Q4: 29,194 shares; 2025Q1: 29,062 shares; 2025Q2: 28,879 shares; 2025Q3: 28,810 shares; 2025Q4: 28,501 shares; 2026Q1: 28,480 shares 28,480 $733K 0.01% -21 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,641 shares; 2024Q4: 314,247 shares; 2025Q1: 31,598 shares; 2025Q2: 26,006 shares; 2025Q3: 28,321 shares; 2025Q4: 56,782 shares; 2026Q1: 66,048 shares 66,048 $733K 0.01% +9,266 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,890 shares; 2025Q4: 14,736 shares; 2026Q1: 14,725 shares 14,725 $732K 0.01% -11 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,245 shares; 2024Q4: 30,097 shares; 2025Q1: 37,440 shares; 2025Q2: 42,857 shares; 2025Q3: 48,682 shares; 2025Q4: 49,406 shares; 2026Q1: 49,799 shares 49,799 $728K 0.01% +393 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,650 shares; 2025Q1: 20,415 shares; 2025Q2: 25,069 shares; 2025Q3: 25,329 shares; 2025Q4: 26,290 shares; 2026Q1: 29,950 shares 29,950 $727K 0.01% +3,660 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 27,846 shares; 2025Q1: 15,401 shares; 2025Q2: 19,523 shares; 2025Q3: 20,122 shares; 2025Q4: 15,782 shares; 2026Q1: 12,066 shares 12,066 $726K 0.01% -3,716 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,400 shares; 2024Q4: 47,400 shares; 2025Q1: 53,900 shares; 2025Q2: 65,900 shares; 2025Q3: 70,650 shares; 2025Q4: 83,600 shares; 2026Q1: 85,800 shares 85,800 $726K 0.01% +2,200 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 13,880 shares; 2025Q1: 13,880 shares; 2025Q2: 11,380 shares; 2025Q3: 11,380 shares; 2025Q4: 11,380 shares; 2026Q1: 11,380 shares 11,380 $725K 0.01% 0 Timeline ICVT 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: 23,015 shares; 2024Q4: 22,777 shares; 2025Q1: 19,627 shares; 2025Q2: 9,181 shares; 2025Q3: 9,283 shares; 2025Q4: 7,847 shares; 2026Q1: 7,117 shares 7,117 $724K 0.01% -730 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,976 shares; 2024Q4: 28,900 shares; 2025Q1: 24,779 shares; 2025Q2: 3,496 shares; 2025Q3: 4,119 shares; 2025Q4: 3,354 shares; 2026Q1: 3,348 shares 3,348 $723K 0.01% -6 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,069 shares; 2024Q4: 105,952 shares; 2025Q1: 127,854 shares; 2025Q2: 144,969 shares; 2025Q3: 158,728 shares; 2025Q4: 58,294 shares; 2026Q1: 51,291 shares 51,291 $723K 0.01% -7,003 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 8,965 shares; 2025Q1: 9,173 shares; 2025Q2: 9,098 shares; 2025Q3: 9,463 shares; 2025Q4: 10,604 shares; 2026Q1: 10,642 shares 10,642 $719K 0.01% +38 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,398 shares; 2025Q3: 17,898 shares; 2025Q4: 23,001 shares; 2026Q1: 24,901 shares 24,901 $718K 0.01% +1,900 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,847 shares; 2025Q1: 3,092 shares; 2025Q2: 2,083 shares; 2025Q3: 2,359 shares; 2025Q4: 2,754 shares; 2026Q1: 3,304 shares 3,304 $716K 0.01% +550 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,823 shares; 2026Q1: 14,592 shares 14,592 $715K 0.01% -231 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,460 shares; 2025Q3: 2,652 shares; 2025Q4: 2,566 shares; 2026Q1: 2,869 shares 2,869 $715K 0.01% +303 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,593 shares; 2024Q4: 6,714 shares; 2025Q1: 6,796 shares; 2025Q2: 5,236 shares; 2025Q3: 6,457 shares; 2025Q4: 6,025 shares; 2026Q1: 6,020 shares 6,020 $713K 0.01% -5 Timeline ITM 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: 27,833 shares; 2024Q4: 28,065 shares; 2025Q1: 25,704 shares; 2025Q2: 23,828 shares; 2025Q3: 17,154 shares; 2025Q4: 15,487 shares; 2026Q1: 15,335 shares 15,335 $712K 0.01% -152 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 5,757 shares; 2025Q2: 1,836 shares; 2025Q3: 956 shares; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870 $710K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,975 shares; 2024Q4: 11,881 shares; 2025Q1: 17,808 shares; 2025Q2: 27,070 shares; 2025Q3: 11,389 shares; 2025Q4: not reported; 2026Q1: 3,953 shares 3,953 $710K 0.01% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,429 shares; 2024Q4: 13,852 shares; 2025Q1: 26,312 shares; 2025Q2: 30,390 shares; 2025Q3: 30,997 shares; 2025Q4: 41,221 shares; 2026Q1: 48,020 shares 48,020 $706K 0.01% +6,799 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,056 shares; 2024Q4: 68,661 shares; 2025Q1: 69,058 shares; 2025Q2: 78,363 shares; 2025Q3: 79,193 shares; 2025Q4: 55,908 shares; 2026Q1: 31,330 shares 31,330 $705K 0.01% -24,578 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,409 shares; 2025Q2: 18,882 shares; 2025Q3: 15,448 shares; 2025Q4: not reported; 2026Q1: 5,040 shares 5,040 $701K 0.01% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,846 shares; 2024Q4: 19,491 shares; 2025Q1: 18,666 shares; 2025Q2: 18,441 shares; 2025Q3: 12,786 shares; 2025Q4: 12,638 shares; 2026Q1: 12,738 shares 12,738 $697K 0.01% +100 Timeline AIA 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: 5,735 shares; 2025Q2: 5,725 shares; 2025Q3: 8,442 shares; 2025Q4: 6,480 shares; 2026Q1: 6,564 shares 6,564 $697K 0.01% +84 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 14,877 shares; 2025Q1: 15,300 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,828 shares; 2026Q1: 6,828 shares 6,828 $692K 0.01% 0 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,400 shares; 2024Q4: 21,645 shares; 2025Q1: 21,495 shares; 2025Q2: 21,454 shares; 2025Q3: 20,799 shares; 2025Q4: 20,463 shares; 2026Q1: 19,875 shares 19,875 $692K 0.01% -588 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,306 shares; 2025Q1: 4,306 shares; 2025Q2: 4,806 shares; 2025Q3: 5,420 shares; 2025Q4: 5,119 shares; 2026Q1: 5,112 shares 5,112 $691K 0.01% -7 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,548 shares; 2024Q4: 22,616 shares; 2025Q1: 339,925 shares; 2025Q2: 68,405 shares; 2025Q3: 37,912 shares; 2025Q4: 35,905 shares; 2026Q1: 85,870 shares 85,870 $690K 0.01% +49,965 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 19,450 shares; 2025Q1: 18,980 shares; 2025Q2: 12,430 shares; 2025Q3: 39,855 shares; 2025Q4: 51,755 shares; 2026Q1: 49,555 shares 49,555 $690K 0.01% -2,200 Timeline IDU 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: 5,040 shares; 2024Q4: 5,018 shares; 2025Q1: 5,122 shares; 2025Q2: 5,931 shares; 2025Q3: 5,940 shares; 2025Q4: 5,920 shares; 2026Q1: 5,934 shares 5,934 $689K 0.01% +14 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 5,242 shares; 2025Q1: 6,338 shares; 2025Q2: 6,418 shares; 2025Q3: 6,418 shares; 2025Q4: not reported; 2026Q1: 6,263 shares 6,263 $688K 0.01% new Timeline AQWA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,246 shares 36,246 $688K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,498 shares; 2024Q4: 16,295 shares; 2025Q1: 17,759 shares; 2025Q2: 20,426 shares; 2025Q3: 12,142 shares; 2025Q4: 13,546 shares; 2026Q1: 13,577 shares 13,577 $688K 0.01% +31 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 3,313 shares; 2025Q1: 3,306 shares; 2025Q2: 3,265 shares; 2025Q3: 3,395 shares; 2025Q4: 3,298 shares; 2026Q1: 3,965 shares 3,965 $687K 0.01% +667 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,907 shares; 2024Q4: 22,934 shares; 2025Q1: 10,963 shares; 2025Q2: 10,799 shares; 2025Q3: 8,545 shares; 2025Q4: 7,849 shares; 2026Q1: 7,017 shares 7,017 $685K 0.01% -832 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,711 shares 61,711 $682K 0.01% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,459 shares; 2025Q1: 10,214 shares; 2025Q2: 8,424 shares; 2025Q3: 8,974 shares; 2025Q4: 16,124 shares; 2026Q1: 10,864 shares 10,864 $681K 0.01% -5,260 Timeline IJT 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: 9,888 shares; 2024Q4: 10,542 shares; 2025Q1: 9,540 shares; 2025Q2: 2,829 shares; 2025Q3: 4,802 shares; 2025Q4: 4,206 shares; 2026Q1: 4,673 shares 4,673 $676K 0.01% +467 Timeline CMF 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: 6,454 shares; 2026Q1: 11,850 shares 11,850 $674K 0.01% +5,396 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,580 shares; 2024Q4: 40,271 shares; 2025Q1: 37,448 shares; 2025Q2: 10,087 shares; 2025Q3: 12,182 shares; 2025Q4: 12,583 shares; 2026Q1: 15,405 shares 15,405 $674K 0.01% +2,822 Timeline IGLD 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: 10,393 shares; 2025Q1: 13,721 shares; 2025Q2: 27,829 shares; 2025Q3: 33,153 shares; 2025Q4: 22,548 shares; 2026Q1: 26,305 shares 26,305 $672K 0.01% +3,757 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 4,598 shares; 2025Q1: 9,067 shares; 2025Q2: 11,738 shares; 2025Q3: 13,654 shares; 2025Q4: 13,682 shares; 2026Q1: 13,186 shares 13,186 $669K 0.01% -496 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,966 shares 14,966 $669K 0.01% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,485 shares; 2025Q4: 7,913 shares; 2026Q1: 20,184 shares 20,184 $668K 0.01% +12,271 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,332 shares; 2025Q1: 4,416 shares; 2025Q2: 4,416 shares; 2025Q3: 5,434 shares; 2025Q4: 6,220 shares; 2026Q1: 4,922 shares 4,922 $668K 0.01% -1,298 Timeline PWV 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: 10,029 shares; 2024Q4: 10,003 shares; 2025Q1: 9,784 shares; 2025Q2: 9,665 shares; 2025Q3: 9,650 shares; 2025Q4: 9,650 shares; 2026Q1: 9,545 shares 9,545 $665K 0.01% -105 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 8,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475 shares; 2025Q4: 2,482 shares; 2026Q1: 8,273 shares 8,273 $665K 0.01% +5,791 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,079 shares; 2024Q4: 12,326 shares; 2025Q1: 14,797 shares; 2025Q2: 8,330 shares; 2025Q3: 9,143 shares; 2025Q4: 4,623 shares; 2026Q1: 13,290 shares 13,290 $663K 0.01% +8,667 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,296 shares; 2025Q4: 8,810 shares; 2026Q1: 9,551 shares 9,551 $662K 0.01% +741 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,205 shares; 2024Q4: 59,685 shares; 2025Q1: 63,260 shares; 2025Q2: 74,574 shares; 2025Q3: 83,283 shares; 2025Q4: 124,923 shares; 2026Q1: 129,602 shares 129,602 $661K 0.01% +4,679 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,034 shares; 2025Q2: 3,880 shares; 2025Q3: 4,392 shares; 2025Q4: 6,108 shares; 2026Q1: 7,777 shares 7,777 $657K 0.01% +1,669 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,262 shares; 2024Q4: 23,788 shares; 2025Q1: 19,970 shares; 2025Q2: 17,876 shares; 2025Q3: 20,913 shares; 2025Q4: 17,718 shares; 2026Q1: 17,525 shares 17,525 $656K 0.01% -193 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,062 shares; 2025Q2: 33,403 shares; 2025Q3: 33,984 shares; 2025Q4: 30,070 shares; 2026Q1: 34,095 shares 34,095 $656K 0.01% +4,025 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 4,455 shares; 2025Q1: 9,904 shares; 2025Q2: 8,708 shares; 2025Q3: 8,902 shares; 2025Q4: 8,802 shares; 2026Q1: 7,728 shares 7,728 $654K 0.01% -1,074 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 11,893 shares; 2025Q1: 11,888 shares; 2025Q2: 11,782 shares; 2025Q3: 11,251 shares; 2025Q4: 11,551 shares; 2026Q1: 12,316 shares 12,316 $652K 0.01% +765 Timeline FTA 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: 7,827 shares; 2024Q4: 7,868 shares; 2025Q1: 7,793 shares; 2025Q2: 7,741 shares; 2025Q3: 7,496 shares; 2025Q4: 7,339 shares; 2026Q1: 7,051 shares 7,051 $651K 0.01% -288 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,028 shares; 2025Q1: 10,028 shares; 2025Q2: 10,028 shares; 2025Q3: 10,028 shares; 2025Q4: 10,028 shares; 2026Q1: 13,416 shares 13,416 $650K 0.01% +3,388 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588,707 shares; 2024Q4: 13,857 shares; 2025Q1: 13,857 shares; 2025Q2: 16,501 shares; 2025Q3: 14,527 shares; 2025Q4: 14,478 shares; 2026Q1: 15,280 shares 15,280 $648K 0.01% +802 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,018 shares; 2024Q4: 15,385 shares; 2025Q1: 239,543 shares; 2025Q2: not reported; 2025Q3: 244,297 shares; 2025Q4: 153,191 shares; 2026Q1: 199,850 shares 199,850 $648K 0.01% +46,659 Timeline JMUB 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: 4,081 shares; 2025Q2: 7,426 shares; 2025Q3: 11,769 shares; 2025Q4: 11,635 shares; 2026Q1: 12,904 shares 12,904 $645K 0.01% +1,269 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,774 shares; 2024Q4: 16,000 shares; 2025Q1: 22,246 shares; 2025Q2: 18,421 shares; 2025Q3: 18,421 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $645K 0.01% 0 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,000 shares 67,000 $644K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 6,298 shares; 2025Q1: 6,353 shares; 2025Q2: 6,403 shares; 2025Q3: 6,398 shares; 2025Q4: 1,722 shares; 2026Q1: 1,819 shares 1,819 $644K 0.01% +97 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,457 shares; 2024Q4: 25,743 shares; 2025Q1: 24,854 shares; 2025Q2: 24,084 shares; 2025Q3: 28,165 shares; 2025Q4: 24,687 shares; 2026Q1: 26,840 shares 26,840 $644K 0.01% +2,153 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,700 shares; 2025Q1: 8,304 shares; 2025Q2: 8,299 shares; 2025Q3: 8,259 shares; 2025Q4: 8,321 shares; 2026Q1: 8,288 shares 8,288 $639K 0.01% -33 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 16,965 shares; 2025Q4: 23,744 shares; 2026Q1: 32,255 shares 32,255 $638K 0.01% +8,511 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,913 shares; 2025Q4: 5,229 shares; 2026Q1: 5,941 shares 5,941 $637K 0.01% +712 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 6,505 shares; 2025Q1: 10,047 shares; 2025Q2: 13,041 shares; 2025Q3: 15,509 shares; 2025Q4: 14,586 shares; 2026Q1: 11,765 shares 11,765 $634K 0.01% -2,821 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,295 shares 12,295 $634K 0.01% new Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,846 shares; 2024Q4: 19,791 shares; 2025Q1: 33,906 shares; 2025Q2: 52,057 shares; 2025Q3: 63,050 shares; 2025Q4: 41,454 shares; 2026Q1: 43,610 shares 43,610 $632K 0.01% +2,156 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,334 shares; 2026Q1: 11,869 shares 11,869 $631K 0.01% +7,535 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,103 shares; 2024Q4: 12,548 shares; 2025Q1: 12,083 shares; 2025Q2: 14,906 shares; 2025Q3: 14,183 shares; 2025Q4: 13,183 shares; 2026Q1: 13,287 shares 13,287 $630K 0.01% +104 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 425 shares; 2025Q4: 1,290 shares; 2026Q1: 1,323 shares 1,323 $628K 0.01% +33 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 7,994 shares; 2025Q1: 10,324 shares; 2025Q2: 9,355 shares; 2025Q3: 10,717 shares; 2025Q4: 10,108 shares; 2026Q1: 10,076 shares 10,076 $621K 0.01% -32 Timeline FUBO FUBOTV INC More: the full row for FUBOTV 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: 65,435 shares 65,435 $619K 0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,287 shares; 2025Q2: 8,522 shares; 2025Q3: 8,398 shares; 2025Q4: 14,925 shares; 2026Q1: 15,270 shares 15,270 $618K 0.01% +345 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,553 shares; 2024Q4: 81,480 shares; 2025Q1: 83,184 shares; 2025Q2: 115,581 shares; 2025Q3: 43,349 shares; 2025Q4: 44,574 shares; 2026Q1: 46,106 shares 46,106 $614K 0.01% +1,532 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 3,876 shares; 2025Q1: 3,985 shares; 2025Q2: 3,929 shares; 2025Q3: 3,925 shares; 2025Q4: 3,959 shares; 2026Q1: 3,766 shares 3,766 $612K 0.01% -193 Timeline PYLD 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: 44,589 shares; 2024Q4: 45,845 shares; 2025Q1: 48,475 shares; 2025Q2: 56,065 shares; 2025Q3: 58,733 shares; 2025Q4: 16,586 shares; 2026Q1: 23,354 shares 23,354 $612K 0.01% +6,768 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 40,600 shares; 2025Q1: 40,600 shares; 2025Q2: 40,600 shares; 2025Q3: 32,200 shares; 2025Q4: 21,500 shares; 2026Q1: 24,400 shares 24,400 $611K 0.01% +2,900 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,787 shares; 2024Q4: 9,964 shares; 2025Q1: 10,219 shares; 2025Q2: 8,888 shares; 2025Q3: not reported; 2025Q4: 6,837 shares; 2026Q1: 11,967 shares 11,967 $608K 0.01% +5,130 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,369 shares; 2024Q4: 59,567 shares; 2025Q1: 75,248 shares; 2025Q2: 64,150 shares; 2025Q3: 61,940 shares; 2025Q4: 62,090 shares; 2026Q1: 59,734 shares 59,734 $607K 0.01% -2,356 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,690 shares; 2024Q4: 50,242 shares; 2025Q1: 51,879 shares; 2025Q2: 48,801 shares; 2025Q3: 51,537 shares; 2025Q4: 54,678 shares; 2026Q1: 55,981 shares 55,981 $606K 0.01% +1,303 Timeline RMMZ RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 24,337 shares; 2025Q1: 36,908 shares; 2025Q2: 49,499 shares; 2025Q3: 59,906 shares; 2025Q4: 43,834 shares; 2026Q1: 41,214 shares 41,214 $605K 0.01% -2,620 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,981 shares; 2024Q4: 206,856 shares; 2025Q1: 224,673 shares; 2025Q2: 263,178 shares; 2025Q3: 284,870 shares; 2025Q4: 68,141 shares; 2026Q1: 55,574 shares 55,574 $605K 0.01% -12,567 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,865 shares; 2025Q4: not reported; 2026Q1: 7,973 shares 7,973 $603K 0.01% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,567 shares; 2025Q3: 11,540 shares; 2025Q4: 15,075 shares; 2026Q1: 15,018 shares 15,018 $603K 0.01% -57 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,460 shares; 2025Q1: 30,278 shares; 2025Q2: 12,678 shares; 2025Q3: 12,278 shares; 2025Q4: 12,678 shares; 2026Q1: 12,278 shares 12,278 $602K 0.01% -400 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 11,603 shares; 2025Q1: 5,626 shares; 2025Q2: 5,914 shares; 2025Q3: 8,656 shares; 2025Q4: 4,896 shares; 2026Q1: 4,785 shares 4,785 $602K 0.01% -111 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,796 shares; 2024Q4: 29,657 shares; 2025Q1: 28,500 shares; 2025Q2: 27,295 shares; 2025Q3: 25,341 shares; 2025Q4: 31,141 shares; 2026Q1: 38,286 shares 38,286 $602K 0.01% +7,145 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,440 shares; 2024Q4: 22,038 shares; 2025Q1: 20,345 shares; 2025Q2: 17,771 shares; 2025Q3: 17,220 shares; 2025Q4: 13,255 shares; 2026Q1: 13,255 shares 13,255 $601K 0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 2,779 shares; 2025Q1: 2,938 shares; 2025Q2: 2,859 shares; 2025Q3: 4,839 shares; 2025Q4: 2,780 shares; 2026Q1: 2,783 shares 2,783 $601K 0.01% +3 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,604 shares; 2024Q4: 20,412 shares; 2025Q1: 19,954 shares; 2025Q2: 19,054 shares; 2025Q3: 17,648 shares; 2025Q4: 18,298 shares; 2026Q1: 18,993 shares 18,993 $598K 0.01% +695 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,845 shares; 2024Q4: 42,548 shares; 2025Q1: 42,548 shares; 2025Q2: 44,048 shares; 2025Q3: 39,598 shares; 2025Q4: 35,979 shares; 2026Q1: 28,165 shares 28,165 $596K 0.01% -7,814 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,633 shares; 2025Q1: 9,457 shares; 2025Q2: 4,192 shares; 2025Q3: 12,095 shares; 2025Q4: not reported; 2026Q1: 5,343 shares 5,343 $595K 0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,999 shares; 2024Q4: 11,328 shares; 2025Q1: 12,699 shares; 2025Q2: 3,221 shares; 2025Q3: 3,219 shares; 2025Q4: 3,579 shares; 2026Q1: 4,579 shares 4,579 $595K 0.01% +1,000 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,296 shares; 2025Q1: 4,443 shares; 2025Q2: 4,788 shares; 2025Q3: 4,990 shares; 2025Q4: 5,088 shares; 2026Q1: 5,934 shares 5,934 $593K 0.01% +846 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 11,160 shares; 2025Q1: 10,565 shares; 2025Q2: 12,010 shares; 2025Q3: 20,260 shares; 2025Q4: not reported; 2026Q1: 8,245 shares 8,245 $592K 0.01% new IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 6,786 shares; 2025Q1: 6,786 shares; 2025Q2: 6,786 shares; 2025Q3: 6,786 shares; 2025Q4: 6,786 shares; 2026Q1: 6,786 shares 6,786 $588K 0.01% 0 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,279 shares; 2024Q4: 44,274 shares; 2025Q1: 46,868 shares; 2025Q2: 43,387 shares; 2025Q3: 50,265 shares; 2025Q4: 51,569 shares; 2026Q1: 52,949 shares 52,949 $588K 0.01% +1,380 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,192 shares; 2024Q4: 12,986 shares; 2025Q1: 8,974 shares; 2025Q2: 9,160 shares; 2025Q3: 8,991 shares; 2025Q4: 5,765 shares; 2026Q1: 5,746 shares 5,746 $587K 0.01% -19 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,530 shares; 2024Q4: 29,408 shares; 2025Q1: 28,032 shares; 2025Q2: 31,024 shares; 2025Q3: 31,819 shares; 2025Q4: 12,543 shares; 2026Q1: 12,196 shares 12,196 $586K 0.01% -347 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,131 shares 5,131 $586K 0.01% new Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,876 shares; 2024Q4: 25,934 shares; 2025Q1: 28,445 shares; 2025Q2: 26,289 shares; 2025Q3: 33,344 shares; 2025Q4: 44,020 shares; 2026Q1: 52,513 shares 52,513 $586K 0.01% +8,493 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,933 shares; 2024Q4: 693,996 shares; 2025Q1: 742,257 shares; 2025Q2: 358,455 shares; 2025Q3: 504,755 shares; 2025Q4: 150,012 shares; 2026Q1: 25,630 shares 25,630 $584K 0.01% -124,382 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,920 shares; 2025Q4: not reported; 2026Q1: 17,682 shares 17,682 $584K 0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,552 shares 2,552 $583K 0.01% new Timeline RDNT RADNET INC More: the full row for RADNET 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: 6,229 shares; 2026Q1: 10,432 shares 10,432 $583K 0.01% +4,203 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,869 shares; 2025Q4: 7,410 shares; 2026Q1: 3,531 shares 3,531 $580K 0.01% -3,879 Timeline KWEB 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: 6,943 shares; 2024Q4: 38,302 shares; 2025Q1: 14,087 shares; 2025Q2: 15,011 shares; 2025Q3: 20,879 shares; 2025Q4: 21,415 shares; 2026Q1: 20,374 shares 20,374 $579K 0.01% -1,041 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,478 shares; 2025Q1: 3,187 shares; 2025Q2: 3,078 shares; 2025Q3: 3,081 shares; 2025Q4: 4,170 shares; 2026Q1: 4,093 shares 4,093 $579K 0.01% -77 Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,700 shares 11,700 $578K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 4,714 shares; 2025Q1: 11,532 shares; 2025Q2: 6,223 shares; 2025Q3: 6,180 shares; 2025Q4: 6,119 shares; 2026Q1: 6,192 shares 6,192 $578K 0.01% +73 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,126 shares; 2025Q1: 1,354 shares; 2025Q2: 1,460 shares; 2025Q3: 1,976 shares; 2025Q4: 1,967 shares; 2026Q1: 2,572 shares 2,572 $578K 0.01% +605 Timeline RSPH 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: 63,046 shares; 2024Q4: 31,698 shares; 2025Q1: 36,092 shares; 2025Q2: 34,642 shares; 2025Q3: 31,469 shares; 2025Q4: 30,860 shares; 2026Q1: 19,053 shares 19,053 $575K 0.01% -11,807 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,163 shares; 2025Q4: 1,254 shares; 2026Q1: 813 shares 813 $571K 0.01% -441 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 15,079 shares; 2025Q1: 14,539 shares; 2025Q2: 13,289 shares; 2025Q3: 12,689 shares; 2025Q4: 12,597 shares; 2026Q1: 12,597 shares 12,597 $570K 0.01% 0 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,556 shares; 2026Q1: 6,558 shares 6,558 $570K 0.01% +3,002 Timeline NVCT NUVECTIS PHARMA INC More: the full row for NUVECTIS PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 41,000 shares; 2025Q2: 69,066 shares; 2025Q3: 69,066 shares; 2025Q4: 73,566 shares; 2026Q1: 73,566 shares 73,566 $569K 0.01% 0 Timeline IEI 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: 13,078 shares; 2024Q4: 4,048 shares; 2025Q1: 4,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,491 shares; 2026Q1: 4,786 shares 4,786 $568K 0.01% +1,295 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,160 shares; 2024Q4: 16,784 shares; 2025Q1: 16,784 shares; 2025Q2: 16,784 shares; 2025Q3: 16,300 shares; 2025Q4: 16,300 shares; 2026Q1: 16,300 shares 16,300 $566K 0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,697 shares; 2025Q1: 7,697 shares; 2025Q2: 7,197 shares; 2025Q3: 5,697 shares; 2025Q4: 9,867 shares; 2026Q1: 7,697 shares 7,697 $566K 0.01% -2,170 Timeline AGNG 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: 15,915 shares; 2025Q1: 16,535 shares; 2025Q2: 16,306 shares; 2025Q3: 16,286 shares; 2025Q4: 15,902 shares; 2026Q1: 15,881 shares 15,881 $565K 0.01% -21 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 14,851 shares; 2025Q1: 5,573 shares; 2025Q2: 5,454 shares; 2025Q3: 7,116 shares; 2025Q4: 4,317 shares; 2026Q1: 4,110 shares 4,110 $564K 0.01% -207 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,597 shares; 2025Q1: 4,717 shares; 2025Q2: 4,572 shares; 2025Q3: 4,302 shares; 2025Q4: not reported; 2026Q1: 4,156 shares 4,156 $562K 0.01% new Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 20,846 shares; 2026Q1: 19,656 shares 19,656 $562K 0.01% -1,190 Timeline BL BLACKLINE INC More: the full row for BLACKLINE 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: 15,100 shares 15,100 $559K 0.01% new Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,825 shares; 2025Q4: 11,013 shares; 2026Q1: 6,197 shares 6,197 $558K 0.01% -4,816 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,411 shares; 2024Q4: 42,530 shares; 2025Q1: 33,530 shares; 2025Q2: 34,923 shares; 2025Q3: 18,896 shares; 2025Q4: 12,875 shares; 2026Q1: 11,434 shares 11,434 $552K 0.01% -1,441 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,077 shares; 2024Q4: 38,092 shares; 2025Q1: 34,748 shares; 2025Q2: 23,464 shares; 2025Q3: 18,567 shares; 2025Q4: 7,059 shares; 2026Q1: 10,926 shares 10,926 $551K 0.01% +3,867 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,687 shares; 2025Q3: 9,274 shares; 2025Q4: not reported; 2026Q1: 8,304 shares 8,304 $551K 0.01% new Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 42,600 shares; 2025Q1: 44,643 shares; 2025Q2: 50,075 shares; 2025Q3: 49,907 shares; 2025Q4: 51,435 shares; 2026Q1: 68,566 shares 68,566 $551K 0.01% +17,131 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,938 shares; 2024Q4: 38,416 shares; 2025Q1: 55,287 shares; 2025Q2: 48,395 shares; 2025Q3: 49,230 shares; 2025Q4: not reported; 2026Q1: 61,070 shares 61,070 $550K 0.01% new Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares; 2026Q1: 10,033 shares 10,033 $548K 0.01% -677 Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,055 shares; 2024Q4: 26,729 shares; 2025Q1: 26,729 shares; 2025Q2: 26,729 shares; 2025Q3: 26,729 shares; 2025Q4: 26,729 shares; 2026Q1: 37,671 shares 37,671 $548K 0.01% +10,942 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,796 shares; 2025Q1: 3,766 shares; 2025Q2: 9,150 shares; 2025Q3: 7,821 shares; 2025Q4: 7,415 shares; 2026Q1: 7,316 shares 7,316 $547K 0.01% -99 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 393 shares; 2026Q1: 396 shares 396 $546K 0.01% +3 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,215 shares 26,215 $544K 0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,208 shares; 2025Q2: 5,270 shares; 2025Q3: 5,195 shares; 2025Q4: 5,095 shares; 2026Q1: 5,095 shares 5,095 $544K 0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,735 shares; 2024Q4: 15,861 shares; 2025Q1: 16,616 shares; 2025Q2: 16,948 shares; 2025Q3: 18,502 shares; 2025Q4: 19,811 shares; 2026Q1: 21,439 shares 21,439 $543K 0.01% +1,628 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to 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: 51,604 shares 51,604 $542K 0.01% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 4,700 shares; 2025Q1: 5,121 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 5,074 shares; 2026Q1: 5,074 shares 5,074 $542K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,253 shares; 2025Q1: 13,273 shares; 2025Q2: 12,711 shares; 2025Q3: 11,580 shares; 2025Q4: 13,364 shares; 2026Q1: 2,555 shares 2,555 $540K 0.01% -10,809 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 4,063 shares; 2025Q1: 4,443 shares; 2025Q2: 5,660 shares; 2025Q3: 5,401 shares; 2025Q4: 4,262 shares; 2026Q1: 3,846 shares 3,846 $537K 0.01% -416 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,435 shares; 2025Q1: 3,642 shares; 2025Q2: 2,585 shares; 2025Q3: 4,116 shares; 2025Q4: 5,805 shares; 2026Q1: 5,439 shares 5,439 $535K 0.01% -366 Timeline BAB 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: 20,374 shares; 2024Q4: 20,374 shares; 2025Q1: 20,374 shares; 2025Q2: 19,974 shares; 2025Q3: 19,974 shares; 2025Q4: 19,849 shares; 2026Q1: 19,849 shares 19,849 $535K 0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,138 shares; 2024Q4: 4,054 shares; 2025Q1: 2,281 shares; 2025Q2: 3,923 shares; 2025Q3: 4,662 shares; 2025Q4: not reported; 2026Q1: 2,911 shares 2,911 $533K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 6,100 shares; 2025Q1: 5,969 shares; 2025Q2: 3,099 shares; 2025Q3: 3,262 shares; 2025Q4: 2,818 shares; 2026Q1: 2,691 shares 2,691 $530K 0.01% -127 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,297 shares 4,297 $529K 0.01% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,383 shares; 2025Q1: 9,861 shares; 2025Q2: 10,614 shares; 2025Q3: 11,201 shares; 2025Q4: 14,063 shares; 2026Q1: 10,550 shares 10,550 $526K 0.01% -3,513 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 4,511 shares; 2025Q1: 2,934 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 3,430 shares; 2026Q1: 3,799 shares 3,799 $526K 0.01% +369 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 10,669 shares; 2025Q1: 12,794 shares; 2025Q2: 16,498 shares; 2025Q3: 14,533 shares; 2025Q4: 14,528 shares; 2026Q1: 10,137 shares 10,137 $524K 0.01% -4,391 Timeline SJNK 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: 25,559 shares; 2024Q4: 26,909 shares; 2025Q1: 35,552 shares; 2025Q2: 38,504 shares; 2025Q3: 41,469 shares; 2025Q4: 24,953 shares; 2026Q1: 20,930 shares 20,930 $523K 0.01% -4,023 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,022 shares; 2024Q4: 45,883 shares; 2025Q1: 49,966 shares; 2025Q2: 50,711 shares; 2025Q3: 54,322 shares; 2025Q4: 45,469 shares; 2026Q1: 47,412 shares 47,412 $522K 0.01% +1,943 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,339 shares; 2025Q1: 787 shares; 2025Q2: 953 shares; 2025Q3: 1,110 shares; 2025Q4: 1,360 shares; 2026Q1: 1,420 shares 1,420 $522K 0.01% +60 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA 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: 22,369 shares 22,369 $521K 0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,300 shares; 2024Q4: 96,300 shares; 2025Q1: 96,300 shares; 2025Q2: 96,300 shares; 2025Q3: 92,800 shares; 2025Q4: 92,800 shares; 2026Q1: 97,800 shares 97,800 $520K 0.01% +5,000 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,275 shares 13,275 $516K 0.01% new Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 7,845 shares; 2025Q4: 6,939 shares; 2026Q1: 6,939 shares 6,939 $515K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,010 shares; 2025Q1: 2,655 shares; 2025Q2: 3,193 shares; 2025Q3: 6,468 shares; 2025Q4: 3,392 shares; 2026Q1: 3,377 shares 3,377 $515K 0.01% -15 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,425 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares 1,389 $515K 0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,061 shares; 2024Q4: 52,332 shares; 2025Q1: 52,432 shares; 2025Q2: 85,232 shares; 2025Q3: 85,407 shares; 2025Q4: 84,936 shares; 2026Q1: 84,936 shares 84,936 $512K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,342 shares; 2025Q1: 8,640 shares; 2025Q2: 8,969 shares; 2025Q3: 10,932 shares; 2025Q4: 10,557 shares; 2026Q1: 10,611 shares 10,611 $511K 0.01% +54 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,987 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares 3,565 $511K 0.01% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,350 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 4,456 shares 4,456 $511K 0.01% -1,444 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,621 shares; 2025Q1: 5,744 shares; 2025Q2: 5,522 shares; 2025Q3: 2,478 shares; 2025Q4: not reported; 2026Q1: 1,740 shares 1,740 $509K 0.01% new Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,110 shares; 2024Q4: 50,436 shares; 2025Q1: 61,709 shares; 2025Q2: 64,110 shares; 2025Q3: 78,361 shares; 2025Q4: 15,466 shares; 2026Q1: 26,649 shares 26,649 $502K 0.01% +11,183 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,207 shares; 2024Q4: 73,870 shares; 2025Q1: 114,817 shares; 2025Q2: 121,605 shares; 2025Q3: 114,884 shares; 2025Q4: 89,020 shares; 2026Q1: 89,255 shares 89,255 $500K 0.01% +235 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 4,224 shares; 2025Q1: 4,290 shares; 2025Q2: 2,264 shares; 2025Q3: 13,610 shares; 2025Q4: not reported; 2026Q1: 2,720 shares 2,720 $499K 0.01% new Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,382 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares; 2026Q1: 5,382 shares 5,382 $497K 0.01% +20 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 16,408 shares; 2025Q1: 29,692 shares; 2025Q2: 22,844 shares; 2025Q3: 5,714 shares; 2025Q4: not reported; 2026Q1: 13,259 shares 13,259 $497K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares; 2026Q1: 2,148 shares 2,148 $496K 0.01% +825 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,198 shares; 2026Q1: 7,686 shares 7,686 $495K 0.01% +3,488 Timeline FYX 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: 3,689 shares; 2024Q4: 5,991 shares; 2025Q1: 5,058 shares; 2025Q2: 5,058 shares; 2025Q3: 5,058 shares; 2025Q4: 4,129 shares; 2026Q1: 4,129 shares 4,129 $493K 0.01% 0 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,735 shares; 2026Q1: 14,889 shares 14,889 $493K 0.01% +1,154 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,150 shares; 2025Q4: 6,324 shares; 2026Q1: 8,628 shares 8,628 $492K 0.01% +2,304 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 8,198 shares; 2025Q1: 8,528 shares; 2025Q2: 9,027 shares; 2025Q3: 14,688 shares; 2025Q4: 7,838 shares; 2026Q1: 8,811 shares 8,811 $492K 0.01% +973 Timeline LQDH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: 4,483 shares; 2026Q1: 5,304 shares 5,304 $490K 0.01% +821 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 864 shares; 2025Q1: 1,818 shares; 2025Q2: 1,793 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $487K 0.01% 0 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH 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: 26,850 shares 26,850 $486K 0.01% new Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,775 shares; 2024Q4: 36,474 shares; 2025Q1: 35,888 shares; 2025Q2: 33,163 shares; 2025Q3: 26,772 shares; 2025Q4: 27,406 shares; 2026Q1: 105,570 shares 105,570 $486K 0.01% +78,164 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 7,387 shares; 2025Q1: 7,337 shares; 2025Q2: 7,337 shares; 2025Q3: 7,337 shares; 2025Q4: 6,046 shares; 2026Q1: 6,827 shares 6,827 $486K 0.01% +781 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 3,486 shares; 2025Q1: 3,176 shares; 2025Q2: 3,816 shares; 2025Q3: 4,550 shares; 2025Q4: not reported; 2026Q1: 6,023 shares 6,023 $486K 0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 9,342 shares; 2025Q3: 6,817 shares; 2025Q4: not reported; 2026Q1: 10,324 shares 10,324 $482K 0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 13,261 shares; 2025Q1: 14,261 shares; 2025Q2: 15,788 shares; 2025Q3: 18,152 shares; 2025Q4: 22,857 shares; 2026Q1: 23,602 shares 23,602 $481K 0.01% +745 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: not reported; 2025Q1: 1,072 shares; 2025Q2: 1,115 shares; 2025Q3: 2,831 shares; 2025Q4: 2,702 shares; 2026Q1: 3,213 shares 3,213 $481K 0.01% +511 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 6,865 shares; 2025Q1: 7,365 shares; 2025Q2: 7,365 shares; 2025Q3: 7,466 shares; 2025Q4: 7,396 shares; 2026Q1: 7,346 shares 7,346 $477K 0.01% -50 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,641 shares; 2025Q1: 28,141 shares; 2025Q2: 46,467 shares; 2025Q3: 47,284 shares; 2025Q4: 49,484 shares; 2026Q1: 50,104 shares 50,104 $477K 0.01% +620 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,898 shares; 2024Q4: 50,618 shares; 2025Q1: 46,837 shares; 2025Q2: 39,520 shares; 2025Q3: 34,689 shares; 2025Q4: 21,387 shares; 2026Q1: 20,635 shares 20,635 $476K 0.01% -752 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,930 shares 3,930 $474K 0.01% new Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $473K 0.01% new Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,303 shares; 2025Q4: not reported; 2026Q1: 15,812 shares 15,812 $470K 0.01% new Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS 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: 2,201 shares; 2025Q4: not reported; 2026Q1: 7,301 shares 7,301 $469K 0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,508 shares; 2025Q1: 10,542 shares; 2025Q2: 10,607 shares; 2025Q3: 10,199 shares; 2025Q4: not reported; 2026Q1: 10,100 shares 10,100 $469K 0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,591 shares; 2025Q1: 8,744 shares; 2025Q2: 9,126 shares; 2025Q3: 9,349 shares; 2025Q4: 9,534 shares; 2026Q1: 9,419 shares 9,419 $468K 0.01% -115 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,487 shares; 2025Q1: 3,239 shares; 2025Q2: 3,140 shares; 2025Q3: 2,339 shares; 2025Q4: 3,161 shares; 2026Q1: 3,466 shares 3,466 $467K 0.01% +305 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 10,083 shares; 2025Q1: 10,285 shares; 2025Q2: 8,905 shares; 2025Q3: 8,493 shares; 2025Q4: 8,374 shares; 2026Q1: 8,362 shares 8,362 $466K 0.01% -12 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,480 shares; 2025Q4: 14,702 shares; 2026Q1: 15,785 shares 15,785 $463K 0.01% +1,083 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,901 shares; 2026Q1: 8,765 shares 8,765 $463K 0.01% +864 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,610 shares; 2024Q4: 68,515 shares; 2025Q1: 73,113 shares; 2025Q2: 82,957 shares; 2025Q3: 86,884 shares; 2025Q4: 16,636 shares; 2026Q1: 12,565 shares 12,565 $463K 0.01% -4,071 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,174 shares; 2024Q4: 26,042 shares; 2025Q1: 20,838 shares; 2025Q2: 23,899 shares; 2025Q3: 30,551 shares; 2025Q4: 20,518 shares; 2026Q1: 19,434 shares 19,434 $459K 0.01% -1,084 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,730 shares 8,730 $456K 0.01% new Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,775 shares 2,775 $455K 0.01% +325 Timeline FAD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,647 shares; 2026Q1: 2,862 shares 2,862 $455K 0.01% +215 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,353 shares; 2024Q4: 15,271 shares; 2025Q1: 15,003 shares; 2025Q2: 6,018 shares; 2025Q3: 6,130 shares; 2025Q4: 6,736 shares; 2026Q1: 6,716 shares 6,716 $454K 0.01% -20 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,379 shares; 2025Q1: 48,548 shares; 2025Q2: 56,782 shares; 2025Q3: 52,901 shares; 2025Q4: 53,969 shares; 2026Q1: 7,300 shares 7,300 $454K 0.01% -46,669 Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,274 shares; 2024Q4: 23,929 shares; 2025Q1: 24,828 shares; 2025Q2: 16,009 shares; 2025Q3: 22,293 shares; 2025Q4: 22,547 shares; 2026Q1: 23,700 shares 23,700 $452K 0.01% +1,153 Timeline IGPT 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: 7,799 shares; 2024Q4: 7,799 shares; 2025Q1: 7,799 shares; 2025Q2: 7,788 shares; 2025Q3: 7,788 shares; 2025Q4: 7,774 shares; 2026Q1: 7,779 shares 7,779 $452K 0.01% +5 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,725 shares; 2025Q3: 7,387 shares; 2025Q4: not reported; 2026Q1: 6,503 shares 6,503 $451K 0.01% new Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 7,900 shares 7,900 $450K 0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 5,561 shares; 2025Q1: 5,521 shares; 2025Q2: 5,521 shares; 2025Q3: 5,271 shares; 2025Q4: 4,126 shares; 2026Q1: 4,080 shares 4,080 $448K 0.01% -46 Timeline FLRN 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: 20,530 shares; 2025Q1: 20,530 shares; 2025Q2: 20,430 shares; 2025Q3: 15,530 shares; 2025Q4: 15,530 shares; 2026Q1: 14,530 shares 14,530 $447K 0.01% -1,000 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,119 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,102 shares; 2026Q1: 5,793 shares 5,793 $445K 0.01% +1,691 Timeline KYIV KYIVSTAR GROUP LTD More: the full row for KYIVSTAR GROUP 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: 28,245 shares; 2025Q4: 43,832 shares; 2026Q1: 44,003 shares 44,003 $445K 0.01% +171 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,826 shares; 2024Q4: 15,361 shares; 2025Q1: 18,105 shares; 2025Q2: 4,431 shares; 2025Q3: 5,581 shares; 2025Q4: 4,271 shares; 2026Q1: 3,871 shares 3,871 $445K 0.01% -400 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,293 shares; 2026Q1: 33,100 shares 33,100 $440K 0.01% -193 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 2,755 shares; 2025Q4: 3,822 shares; 2026Q1: 4,247 shares 4,247 $439K 0.01% +425 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,735 shares; 2024Q4: 57,607 shares; 2025Q1: 87,121 shares; 2025Q2: 105,971 shares; 2025Q3: 118,746 shares; 2025Q4: not reported; 2026Q1: 39,766 shares 39,766 $439K 0.01% new Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 26,542 shares 26,542 $438K 0.01% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,776 shares; 2024Q4: 28,501 shares; 2025Q1: 28,940 shares; 2025Q2: 36,396 shares; 2025Q3: 36,402 shares; 2025Q4: 36,327 shares; 2026Q1: 37,621 shares 37,621 $438K 0.01% +1,294 Timeline IAT 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: 5,674 shares; 2024Q4: 5,639 shares; 2025Q1: 4,540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,140 shares 8,140 $438K 0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 4,761 shares; 2025Q1: 5,208 shares; 2025Q2: 4,158 shares; 2025Q3: 4,708 shares; 2025Q4: 4,410 shares; 2026Q1: 4,347 shares 4,347 $438K 0.01% -63 Timeline USFR 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: 17,262 shares; 2024Q4: 15,278 shares; 2025Q1: 29,043 shares; 2025Q2: 18,510 shares; 2025Q3: 12,322 shares; 2025Q4: 8,567 shares; 2026Q1: 8,667 shares 8,667 $436K 0.01% +100 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,694 shares; 2024Q4: 28,297 shares; 2025Q1: 33,922 shares; 2025Q2: 36,993 shares; 2025Q3: 46,013 shares; 2025Q4: 50,260 shares; 2026Q1: 49,662 shares 49,662 $436K 0.01% -598 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,764 shares; 2024Q4: 16,609 shares; 2025Q1: 15,032 shares; 2025Q2: 16,431 shares; 2025Q3: 16,834 shares; 2025Q4: 7,665 shares; 2026Q1: 5,851 shares 5,851 $436K 0.01% -1,814 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,390 shares; 2024Q4: 39,679 shares; 2025Q1: 38,817 shares; 2025Q2: 57,098 shares; 2025Q3: 55,389 shares; 2025Q4: 42,441 shares; 2026Q1: 42,502 shares 42,502 $434K 0.01% +61 Timeline VERU VERU INC More: the full row for VERU 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: 192,168 shares; 2025Q4: 197,876 shares; 2026Q1: 196,300 shares 196,300 $434K 0.01% -1,576 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,431 shares; 2025Q1: 6,701 shares; 2025Q2: 6,789 shares; 2025Q3: 16,996 shares; 2025Q4: 18,301 shares; 2026Q1: 18,274 shares 18,274 $433K 0.01% -27 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 3,053 shares; 2025Q1: 7,394 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,820 shares 5,820 $433K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,317 shares; 2025Q1: 1,456 shares; 2025Q2: 1,635 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,588 shares 1,588 $432K 0.01% +114 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,451 shares; 2024Q4: 26,611 shares; 2025Q1: 34,842 shares; 2025Q2: 30,445 shares; 2025Q3: 39,911 shares; 2025Q4: 28,990 shares; 2026Q1: 28,465 shares 28,465 $428K 0.01% -525 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,354 shares; 2024Q4: 34,513 shares; 2025Q1: 29,602 shares; 2025Q2: 28,519 shares; 2025Q3: 28,430 shares; 2025Q4: 28,527 shares; 2026Q1: 25,434 shares 25,434 $427K 0.01% -3,093 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,866 shares; 2025Q1: 20,218 shares; 2025Q2: 21,280 shares; 2025Q3: 24,517 shares; 2025Q4: 24,716 shares; 2026Q1: 28,876 shares 28,876 $426K 0.01% +4,160 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,711 shares; 2025Q1: 4,674 shares; 2025Q2: 4,720 shares; 2025Q3: 4,190 shares; 2025Q4: 4,028 shares; 2026Q1: 3,597 shares 3,597 $426K 0.01% -431 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,572 shares; 2024Q4: 31,698 shares; 2025Q1: 31,142 shares; 2025Q2: 37,055 shares; 2025Q3: 35,802 shares; 2025Q4: 10,823 shares; 2026Q1: 8,747 shares 8,747 $426K 0.01% -2,076 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 15,297 shares 15,297 $424K 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: 2,951 shares; 2025Q4: 2,973 shares; 2026Q1: 2,928 shares 2,928 $424K 0.01% -45 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,981 shares; 2025Q1: 1,981 shares; 2025Q2: 1,954 shares; 2025Q3: 1,952 shares; 2025Q4: 1,983 shares; 2026Q1: 1,995 shares 1,995 $421K 0.01% +12 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,795 shares; 2024Q4: 28,162 shares; 2025Q1: 27,866 shares; 2025Q2: 30,143 shares; 2025Q3: 35,202 shares; 2025Q4: 38,343 shares; 2026Q1: 39,906 shares 39,906 $421K 0.01% +1,563 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,184 shares; 2025Q3: 11,262 shares; 2025Q4: 10,707 shares; 2026Q1: 11,551 shares 11,551 $420K 0.01% +844 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 5,010 shares; 2025Q1: 4,931 shares; 2025Q2: 4,942 shares; 2025Q3: 4,996 shares; 2025Q4: 4,819 shares; 2026Q1: 4,858 shares 4,858 $420K 0.01% +39 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 9,557 shares; 2025Q1: 15,657 shares; 2025Q2: 12,170 shares; 2025Q3: 5,288 shares; 2025Q4: 4,915 shares; 2026Q1: 4,915 shares 4,915 $417K 0.01% 0 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,127 shares; 2025Q4: 10,947 shares; 2026Q1: 10,951 shares 10,951 $415K 0.01% +4 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 9,527 shares; 2025Q1: 10,642 shares; 2025Q2: 9,660 shares; 2025Q3: 8,975 shares; 2025Q4: 5,961 shares; 2026Q1: 5,737 shares 5,737 $415K 0.01% -224 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,626 shares 10,626 $414K 0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,128 shares; 2024Q4: 11,480 shares; 2025Q1: 9,474 shares; 2025Q2: 8,979 shares; 2025Q3: 8,680 shares; 2025Q4: 9,229 shares; 2026Q1: 8,700 shares 8,700 $414K 0.01% -529 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,200 shares; 2025Q2: 10,320 shares; 2025Q3: 9,210 shares; 2025Q4: 9,329 shares; 2026Q1: 10,712 shares 10,712 $412K 0.01% +1,383 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,555 shares; 2024Q4: 37,467 shares; 2025Q1: 37,850 shares; 2025Q2: 29,441 shares; 2025Q3: 33,571 shares; 2025Q4: 34,069 shares; 2026Q1: 34,596 shares 34,596 $412K 0.01% +527 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,208 shares; 2024Q4: 15,886 shares; 2025Q1: 7,621 shares; 2025Q2: 2,201 shares; 2025Q3: 2,192 shares; 2025Q4: 26,907 shares; 2026Q1: 2,080 shares 2,080 $411K 0.01% -24,827 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,795 shares; 2024Q4: 15,509 shares; 2025Q1: 15,073 shares; 2025Q2: 15,655 shares; 2025Q3: 18,586 shares; 2025Q4: 10,581 shares; 2026Q1: 10,350 shares 10,350 $411K 0.01% -231 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 8,300 shares 8,300 $410K <0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,353 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,722 shares; 2025Q4: 2,722 shares; 2026Q1: 2,580 shares 2,580 $410K <0.01% -142 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: 16,611 shares; 2025Q3: 16,611 shares; 2025Q4: 16,611 shares; 2026Q1: 18,503 shares 18,503 $408K <0.01% +1,892 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 10,329 shares; 2025Q1: 10,570 shares; 2025Q2: 6,793 shares; 2025Q3: 4,589 shares; 2025Q4: not reported; 2026Q1: 2,373 shares 2,373 $407K <0.01% new Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,935 shares; 2024Q4: 21,685 shares; 2025Q1: 37,335 shares; 2025Q2: 40,452 shares; 2025Q3: 40,494 shares; 2025Q4: 16,639 shares; 2026Q1: 18,179 shares 18,179 $406K <0.01% +1,540 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,417 shares; 2025Q1: 2,079 shares; 2025Q2: 1,426 shares; 2025Q3: 1,172 shares; 2025Q4: 3,013 shares; 2026Q1: 1,336 shares 1,336 $406K <0.01% -1,677 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,191 shares; 2024Q4: 11,901 shares; 2025Q1: 24,747 shares; 2025Q2: 17,281 shares; 2025Q3: 21,197 shares; 2025Q4: 18,222 shares; 2026Q1: 33,329 shares 33,329 $406K <0.01% +15,107 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,983 shares; 2025Q2: 52,434 shares; 2025Q3: 60,935 shares; 2025Q4: 60,786 shares; 2026Q1: 24,005 shares 24,005 $405K <0.01% -36,781 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,747 shares; 2024Q4: 30,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,505 shares 13,505 $405K <0.01% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,950 shares; 2025Q1: 7,100 shares; 2025Q2: 7,900 shares; 2025Q3: 8,100 shares; 2025Q4: 6,625 shares; 2026Q1: 10,222 shares 10,222 $404K <0.01% +3,597 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 4,117 shares; 2025Q1: 2,517 shares; 2025Q2: 2,523 shares; 2025Q3: 2,723 shares; 2025Q4: 2,523 shares; 2026Q1: 2,223 shares 2,223 $402K <0.01% -300 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,696 shares; 2024Q4: 12,031 shares; 2025Q1: 14,234 shares; 2025Q2: 15,779 shares; 2025Q3: 15,489 shares; 2025Q4: 17,975 shares; 2026Q1: 17,951 shares 17,951 $401K <0.01% -24 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,455 shares; 2024Q4: 54,268 shares; 2025Q1: 36,149 shares; 2025Q2: 9,626 shares; 2025Q3: 9,363 shares; 2025Q4: 6,682 shares; 2026Q1: 6,643 shares 6,643 $401K <0.01% -39 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,024 shares; 2026Q1: 10,735 shares 10,735 $400K <0.01% +711 Timeline XYLD 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: 7,187 shares; 2025Q1: 8,162 shares; 2025Q2: 7,678 shares; 2025Q3: 6,852 shares; 2025Q4: 9,685 shares; 2026Q1: 10,142 shares 10,142 $397K <0.01% +457 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,380 shares 3,380 $397K <0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 1,712 shares; 2025Q1: 2,535 shares; 2025Q2: 1,496 shares; 2025Q3: 1,523 shares; 2025Q4: 1,568 shares; 2026Q1: 1,582 shares 1,582 $397K <0.01% +14 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,755 shares; 2025Q3: 6,451 shares; 2025Q4: 10,126 shares; 2026Q1: 11,271 shares 11,271 $397K <0.01% +1,145 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 955 shares; 2025Q1: 1,517 shares; 2025Q2: 2,337 shares; 2025Q3: 2,332 shares; 2025Q4: 1,716 shares; 2026Q1: 2,303 shares 2,303 $394K <0.01% +587 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,236 shares; 2025Q2: 270,000 shares; 2025Q3: 270,000 shares; 2025Q4: 270,000 shares; 2026Q1: 270,000 shares 270,000 $392K <0.01% 0 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,400 shares; 2026Q1: 8,300 shares 8,300 $386K <0.01% -1,100 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 866 shares; 2025Q1: 1,512 shares; 2025Q2: 1,814 shares; 2025Q3: 1,813 shares; 2025Q4: 1,089 shares; 2026Q1: 1,403 shares 1,403 $385K <0.01% +314 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: not reported; 2025Q1: 18,049 shares; 2025Q2: 11,648 shares; 2025Q3: 35,251 shares; 2025Q4: 28,454 shares; 2026Q1: 31,220 shares 31,220 $384K <0.01% +2,766 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 4,500 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 8,082 shares; 2025Q4: 6,956 shares; 2026Q1: 6,979 shares 6,979 $383K <0.01% +23 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,328 shares; 2025Q3: 9,328 shares; 2025Q4: 9,328 shares; 2026Q1: 9,328 shares 9,328 $383K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,840 shares; 2026Q1: 4,209 shares 4,209 $383K <0.01% -5,631 Timeline FTGS 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: 10,150 shares; 2025Q3: 11,350 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares 11,200 $381K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,222 shares; 2024Q4: 103,908 shares; 2025Q1: 90,432 shares; 2025Q2: 62,637 shares; 2025Q3: 63,100 shares; 2025Q4: 6,638 shares; 2026Q1: 5,817 shares 5,817 $379K <0.01% -821 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: not reported; 2025Q1: 20,244 shares; 2025Q2: 19,927 shares; 2025Q3: 17,945 shares; 2025Q4: 17,566 shares; 2026Q1: 3,721 shares 3,721 $378K <0.01% -13,845 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,276 shares; 2025Q3: 37,694 shares; 2025Q4: 37,608 shares; 2026Q1: 37,638 shares 37,638 $378K <0.01% +30 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,849 shares; 2024Q4: 20,251 shares; 2025Q1: 21,225 shares; 2025Q2: 21,492 shares; 2025Q3: 21,334 shares; 2025Q4: 6,411 shares; 2026Q1: 5,993 shares 5,993 $376K <0.01% -418 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,967 shares; 2024Q4: 12,349 shares; 2025Q1: 12,349 shares; 2025Q2: 12,006 shares; 2025Q3: 12,006 shares; 2025Q4: 15,875 shares; 2026Q1: 17,339 shares 17,339 $376K <0.01% +1,464 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,300 shares; 2025Q1: 82,771 shares; 2025Q2: 80,435 shares; 2025Q3: 84,367 shares; 2025Q4: 79,913 shares; 2026Q1: 25,972 shares 25,972 $375K <0.01% -53,941 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 221 shares; 2025Q2: 168 shares; 2025Q3: 246 shares; 2025Q4: 237 shares; 2026Q1: 89 shares 89 $375K <0.01% -148 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,985 shares; 2024Q4: 22,713 shares; 2025Q1: 22,763 shares; 2025Q2: 22,860 shares; 2025Q3: 24,549 shares; 2025Q4: 26,763 shares; 2026Q1: 27,226 shares 27,226 $375K <0.01% +463 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,995 shares; 2025Q3: 1,692 shares; 2025Q4: 2,083 shares; 2026Q1: 1,400 shares 1,400 $371K <0.01% -683 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,243 shares; 2024Q4: 72,815 shares; 2025Q1: 99,307 shares; 2025Q2: 94,945 shares; 2025Q3: 95,541 shares; 2025Q4: 55,504 shares; 2026Q1: 49,355 shares 49,355 $371K <0.01% -6,149 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,908 shares; 2026Q1: 3,377 shares 3,377 $369K <0.01% -531 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,878 shares; 2025Q1: 5,878 shares; 2025Q2: 7,797 shares; 2025Q3: 7,538 shares; 2025Q4: 7,538 shares; 2026Q1: 7,538 shares 7,538 $368K <0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,968 shares; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,313 shares; 2026Q1: 3,263 shares 3,263 $368K <0.01% -50 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,201 shares; 2025Q1: 10,412 shares; 2025Q2: 10,173 shares; 2025Q3: 9,543 shares; 2025Q4: 9,692 shares; 2026Q1: 7,543 shares 7,543 $368K <0.01% -2,149 Timeline IYF 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: 3,644 shares; 2024Q4: 3,640 shares; 2025Q1: 3,340 shares; 2025Q2: 3,340 shares; 2025Q3: 3,049 shares; 2025Q4: 3,049 shares; 2026Q1: 3,119 shares 3,119 $367K <0.01% +70 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 4,850 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,300 shares; 2025Q4: 5,450 shares; 2026Q1: 5,350 shares 5,350 $366K <0.01% -100 Timeline RFG 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: 7,851 shares; 2024Q4: 7,546 shares; 2025Q1: 7,667 shares; 2025Q2: 15,917 shares; 2025Q3: 15,582 shares; 2025Q4: 6,672 shares; 2026Q1: 6,672 shares 6,672 $366K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,663 shares; 2025Q2: 19,816 shares; 2025Q3: not reported; 2025Q4: 12,426 shares; 2026Q1: 13,771 shares 13,771 $364K <0.01% +1,345 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,542 shares; 2024Q4: 351,769 shares; 2025Q1: 238,674 shares; 2025Q2: 132,301 shares; 2025Q3: 40,923 shares; 2025Q4: 21,889 shares; 2026Q1: 32,064 shares 32,064 $361K <0.01% +10,175 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,447 shares; 2025Q3: 9,326 shares; 2025Q4: 9,998 shares; 2026Q1: 9,972 shares 9,972 $361K <0.01% -26 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,314 shares 6,314 $360K <0.01% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,200 shares; 2025Q3: 58,265 shares; 2025Q4: 49,330 shares; 2026Q1: 49,208 shares 49,208 $360K <0.01% -122 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,835 shares; 2025Q1: 33,835 shares; 2025Q2: 37,740 shares; 2025Q3: 38,360 shares; 2025Q4: 36,754 shares; 2026Q1: 37,314 shares 37,314 $359K <0.01% +560 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,714 shares 1,714 $358K <0.01% new Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,707 shares; 2025Q1: 58,707 shares; 2025Q2: 59,470 shares; 2025Q3: 60,274 shares; 2025Q4: 57,294 shares; 2026Q1: 58,029 shares 58,029 $357K <0.01% +735 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,075 shares; 2025Q3: 12,335 shares; 2025Q4: 14,335 shares; 2026Q1: 14,335 shares 14,335 $355K <0.01% 0 Timeline QXO INC QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,460 shares 6,460 $355K <0.01% new PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE 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: 20,348 shares; 2025Q4: 14,618 shares; 2026Q1: 13,798 shares 13,798 $354K <0.01% -820 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,283 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,411 shares; 2026Q1: 2,391 shares 2,391 $353K <0.01% -20 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 5,948 shares; 2025Q1: 5,848 shares; 2025Q2: 5,792 shares; 2025Q3: 5,608 shares; 2025Q4: 4,789 shares; 2026Q1: 5,291 shares 5,291 $352K <0.01% +502 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 5,888 shares; 2025Q1: 5,826 shares; 2025Q2: 5,859 shares; 2025Q3: 4,137 shares; 2025Q4: 3,893 shares; 2026Q1: 3,867 shares 3,867 $351K <0.01% -26 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,886 shares; 2025Q2: not reported; 2025Q3: 96,683 shares; 2025Q4: not reported; 2026Q1: 85,028 shares 85,028 $350K <0.01% new Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,889 shares 5,889 $350K <0.01% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 12,085 shares; 2025Q1: 12,085 shares; 2025Q2: 12,085 shares; 2025Q3: 12,085 shares; 2025Q4: 28,710 shares; 2026Q1: 18,590 shares 18,590 $350K <0.01% -10,120 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,900 shares; 2025Q2: 17,900 shares; 2025Q3: 17,900 shares; 2025Q4: 18,800 shares; 2026Q1: 20,400 shares 20,400 $350K <0.01% +1,600 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,243 shares 8,243 $349K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,444 shares; 2025Q1: 36,046 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,481 shares; 2026Q1: 13,224 shares 13,224 $348K <0.01% -7,257 Timeline IBHH 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: 14,834 shares; 2026Q1: 14,834 shares 14,834 $348K <0.01% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD 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: 13,163 shares; 2025Q3: 21,217 shares; 2025Q4: 21,891 shares; 2026Q1: 21,414 shares 21,414 $346K <0.01% -477 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 1,437 shares; 2026Q1: 1,697 shares 1,697 $346K <0.01% +260 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 6,611 shares; 2025Q4: not reported; 2026Q1: 11,068 shares 11,068 $344K <0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,877 shares; 2025Q1: 3,906 shares; 2025Q2: 3,907 shares; 2025Q3: 3,458 shares; 2025Q4: 3,362 shares; 2026Q1: 3,631 shares 3,631 $343K <0.01% +269 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,709 shares; 2024Q4: 19,269 shares; 2025Q1: 19,025 shares; 2025Q2: 20,323 shares; 2025Q3: 20,859 shares; 2025Q4: 19,489 shares; 2026Q1: 19,685 shares 19,685 $343K <0.01% +196 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 8,557 shares; 2025Q1: 9,775 shares; 2025Q2: 8,711 shares; 2025Q3: 8,918 shares; 2025Q4: 8,503 shares; 2026Q1: 8,486 shares 8,486 $342K <0.01% -17 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,223 shares; 2025Q3: 3,723 shares; 2025Q4: 4,466 shares; 2026Q1: 4,410 shares 4,410 $341K <0.01% -56 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,445 shares; 2024Q4: 56,860 shares; 2025Q1: 56,143 shares; 2025Q2: 55,791 shares; 2025Q3: 6,731 shares; 2025Q4: 6,767 shares; 2026Q1: 5,674 shares 5,674 $341K <0.01% -1,093 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,143 shares; 2025Q2: 30,999 shares; 2025Q3: 31,160 shares; 2025Q4: 31,319 shares; 2026Q1: 31,493 shares 31,493 $340K <0.01% +174 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,118 shares; 2024Q4: 13,967 shares; 2025Q1: 14,265 shares; 2025Q2: 12,922 shares; 2025Q3: 12,522 shares; 2025Q4: not reported; 2026Q1: 7,872 shares 7,872 $337K <0.01% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,802 shares; 2025Q1: 1,811 shares; 2025Q2: 1,086 shares; 2025Q3: 1,101 shares; 2025Q4: 1,117 shares; 2026Q1: 1,138 shares 1,138 $336K <0.01% +21 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,245 shares; 2026Q1: 12,726 shares 12,726 $334K <0.01% +481 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 830 shares; 2025Q1: 915 shares; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 442 shares; 2026Q1: 455 shares 455 $332K <0.01% +13 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 26,885 shares; 2025Q1: 13,527 shares; 2025Q2: 7,070 shares; 2025Q3: 4,097 shares; 2025Q4: 4,389 shares; 2026Q1: 4,390 shares 4,390 $331K <0.01% +1 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,412 shares; 2024Q4: 53,412 shares; 2025Q1: 53,412 shares; 2025Q2: 45,162 shares; 2025Q3: 51,512 shares; 2025Q4: 54,512 shares; 2026Q1: 54,412 shares 54,412 $329K <0.01% -100 Timeline ESAB ESAB CORPORATION More: the full row for ESAB 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: 10,075 shares; 2025Q4: not reported; 2026Q1: 3,402 shares 3,402 $329K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,088 shares; 2024Q4: 20,711 shares; 2025Q1: 10,163 shares; 2025Q2: 9,916 shares; 2025Q3: 9,663 shares; 2025Q4: 9,129 shares; 2026Q1: 4,500 shares 4,500 $329K <0.01% -4,629 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,735 shares; 2024Q4: 18,781 shares; 2025Q1: 19,899 shares; 2025Q2: 16,436 shares; 2025Q3: 15,863 shares; 2025Q4: 15,485 shares; 2026Q1: 3,418 shares 3,418 $328K <0.01% -12,067 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 1,410 shares; 2025Q4: 1,724 shares; 2026Q1: 1,625 shares 1,625 $328K <0.01% -99 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,567 shares; 2025Q1: 9,331 shares; 2025Q2: 9,555 shares; 2025Q3: 9,029 shares; 2025Q4: 8,888 shares; 2026Q1: 8,900 shares 8,900 $328K <0.01% +12 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,055 shares; 2024Q4: 25,055 shares; 2025Q1: 34,409 shares; 2025Q2: 26,551 shares; 2025Q3: 23,887 shares; 2025Q4: 22,752 shares; 2026Q1: 24,109 shares 24,109 $326K <0.01% +1,357 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,873 shares; 2025Q3: 7,560 shares; 2025Q4: not reported; 2026Q1: 17,237 shares 17,237 $325K <0.01% new Timeline MDWD MEDIWOUND LTD More: the full row for MEDIWOUND 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: 20,092 shares; 2026Q1: 20,192 shares 20,192 $325K <0.01% +100 Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,600 shares; 2025Q2: 86,600 shares; 2025Q3: 86,600 shares; 2025Q4: 119,750 shares; 2026Q1: 350,890 shares 350,890 $323K <0.01% +231,140 Timeline XOP 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: 8,276 shares; 2024Q4: 12,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,772 shares 1,772 $322K <0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,899 shares 2,899 $322K <0.01% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,935 shares 8,935 $321K <0.01% new Timeline DRIV 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: 9,075 shares; 2025Q3: 11,175 shares; 2025Q4: 10,575 shares; 2026Q1: 10,500 shares 10,500 $320K <0.01% -75 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL 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: 69,400 shares 69,400 $320K <0.01% new Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,346 shares; 2025Q2: 18,213 shares; 2025Q3: 23,080 shares; 2025Q4: 22,843 shares; 2026Q1: 22,843 shares 22,843 $319K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,266 shares; 2024Q4: 76,353 shares; 2025Q1: 69,508 shares; 2025Q2: 70,008 shares; 2025Q3: 65,558 shares; 2025Q4: 44,558 shares; 2026Q1: 48,058 shares 48,058 $319K <0.01% +3,500 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,745 shares; 2025Q1: 9,788 shares; 2025Q2: 9,678 shares; 2025Q3: 9,680 shares; 2025Q4: 10,007 shares; 2026Q1: 10,010 shares 10,010 $316K <0.01% +3 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,475 shares; 2025Q3: 4,485 shares; 2025Q4: 4,576 shares; 2026Q1: 4,620 shares 4,620 $315K <0.01% +44 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,866 shares 2,866 $314K <0.01% new Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 12,137 shares; 2025Q1: 17,514 shares; 2025Q2: 16,911 shares; 2025Q3: 20,897 shares; 2025Q4: 33,977 shares; 2026Q1: 30,200 shares 30,200 $314K <0.01% -3,777 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,396 shares; 2024Q4: 21,738 shares; 2025Q1: 26,953 shares; 2025Q2: 23,987 shares; 2025Q3: 27,656 shares; 2025Q4: 3,289 shares; 2026Q1: 2,784 shares 2,784 $314K <0.01% -505 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS 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: 25,216 shares 25,216 $313K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 2,843 shares; 2025Q3: 4,741 shares; 2025Q4: not reported; 2026Q1: 2,081 shares 2,081 $312K <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 38,975 shares; 2025Q1: 17,750 shares; 2025Q2: 17,750 shares; 2025Q3: 20,360 shares; 2025Q4: 25,595 shares; 2026Q1: 45,409 shares 45,409 $312K <0.01% +19,814 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 18,002 shares; 2025Q1: 18,167 shares; 2025Q2: 29,847 shares; 2025Q3: 16,710 shares; 2025Q4: 12,588 shares; 2026Q1: 12,672 shares 12,672 $311K <0.01% +84 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 596 shares; 2025Q1: 607 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares 633 $311K <0.01% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,510 shares; 2026Q1: 10,179 shares 10,179 $310K <0.01% +2,669 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,757 shares; 2025Q1: 7,327 shares; 2025Q2: 5,435 shares; 2025Q3: 4,796 shares; 2025Q4: 5,528 shares; 2026Q1: 5,257 shares 5,257 $310K <0.01% -271 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 4,832 shares; 2025Q2: 4,780 shares; 2025Q3: not reported; 2025Q4: 4,114 shares; 2026Q1: 4,160 shares 4,160 $310K <0.01% +46 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,238 shares 9,238 $310K <0.01% new Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,646 shares 1,646 $310K <0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,407 shares; 2025Q1: 8,953 shares; 2025Q2: 10,566 shares; 2025Q3: 90,179 shares; 2025Q4: 7,101 shares; 2026Q1: 6,851 shares 6,851 $310K <0.01% -250 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 16,470 shares 16,470 $309K <0.01% new Timeline QJUN 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: 10,815 shares; 2025Q3: 11,138 shares; 2025Q4: 11,138 shares; 2026Q1: 9,888 shares 9,888 $309K <0.01% -1,250 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,220 shares; 2025Q1: 2,291 shares; 2025Q2: 2,301 shares; 2025Q3: 2,295 shares; 2025Q4: not reported; 2026Q1: 2,404 shares 2,404 $307K <0.01% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,999 shares; 2026Q1: 26,608 shares 26,608 $307K <0.01% -3,391 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,068 shares; 2025Q1: 12,885 shares; 2025Q2: 11,428 shares; 2025Q3: 9,476 shares; 2025Q4: 5,520 shares; 2026Q1: 5,573 shares 5,573 $306K <0.01% +53 Timeline ORACLE CORP ORACLE CORP More: the full row for ORACLE 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: 6,800 shares 6,800 $306K <0.01% new MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $305K <0.01% 0 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,099 shares; 2026Q1: 6,045 shares 6,045 $305K <0.01% -54 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,950 shares; 2025Q1: 12,497 shares; 2025Q2: 12,070 shares; 2025Q3: 8,500 shares; 2025Q4: not reported; 2026Q1: 4,700 shares 4,700 $305K <0.01% new Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES 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: 19,840 shares; 2026Q1: 59,689 shares 59,689 $304K <0.01% +39,849 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,867 shares; 2025Q4: 25,417 shares; 2026Q1: 16,282 shares 16,282 $303K <0.01% -9,135 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 12,321 shares; 2025Q1: 12,383 shares; 2025Q2: 10,902 shares; 2025Q3: not reported; 2025Q4: 9,202 shares; 2026Q1: 7,702 shares 7,702 $303K <0.01% -1,500 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,634 shares; 2024Q4: 24,682 shares; 2025Q1: 39,597 shares; 2025Q2: 42,920 shares; 2025Q3: 7,309 shares; 2025Q4: 7,326 shares; 2026Q1: 5,113 shares 5,113 $302K <0.01% -2,213 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,340 shares; 2025Q3: 40,747 shares; 2025Q4: 40,097 shares; 2026Q1: 5,514 shares 5,514 $302K <0.01% -34,583 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 14,429 shares; 2025Q1: 13,292 shares; 2025Q2: 14,949 shares; 2025Q3: 16,661 shares; 2025Q4: 15,003 shares; 2026Q1: 15,364 shares 15,364 $302K <0.01% +361 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 9,074 shares; 2025Q1: 4,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,201 shares 4,201 $302K <0.01% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,093 shares; 2026Q1: 8,557 shares 8,557 $301K <0.01% +464 Timeline RSPN 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: 46,021 shares; 2024Q4: 46,863 shares; 2025Q1: 39,083 shares; 2025Q2: 8,632 shares; 2025Q3: 8,290 shares; 2025Q4: 8,190 shares; 2026Q1: 5,229 shares 5,229 $301K <0.01% -2,961 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,616 shares; 2024Q4: 8,613 shares; 2025Q1: 7,601 shares; 2025Q2: 9,921 shares; 2025Q3: 8,515 shares; 2025Q4: 8,390 shares; 2026Q1: 8,384 shares 8,384 $300K <0.01% -6 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,352 shares; 2025Q1: 9,247 shares; 2025Q2: 9,247 shares; 2025Q3: 8,807 shares; 2025Q4: 8,807 shares; 2026Q1: 8,807 shares 8,807 $299K <0.01% 0 Timeline SHYG 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: 10,806 shares; 2024Q4: 10,239 shares; 2025Q1: 8,541 shares; 2025Q2: not reported; 2025Q3: 11,638 shares; 2025Q4: 7,538 shares; 2026Q1: 7,067 shares 7,067 $299K <0.01% -471 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,312 shares 38,312 $299K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,698 shares; 2024Q4: 35,338 shares; 2025Q1: 15,667 shares; 2025Q2: 15,371 shares; 2025Q3: 15,884 shares; 2025Q4: 14,824 shares; 2026Q1: 14,825 shares 14,825 $297K <0.01% +1 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,776 shares; 2025Q2: 9,232 shares; 2025Q3: 8,561 shares; 2025Q4: not reported; 2026Q1: 9,561 shares 9,561 $297K <0.01% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,538 shares; 2025Q4: 5,563 shares; 2026Q1: 5,913 shares 5,913 $297K <0.01% +350 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,388 shares 7,388 $295K <0.01% new Timeline XSD 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 921 shares; 2025Q4: 1,026 shares; 2026Q1: 903 shares 903 $294K <0.01% -123 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,766 shares; 2025Q1: 24,766 shares; 2025Q2: 25,766 shares; 2025Q3: 22,266 shares; 2025Q4: 20,766 shares; 2026Q1: 21,372 shares 21,372 $294K <0.01% +606 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares 4,150 $291K <0.01% 0 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,253 shares; 2025Q2: 3,250 shares; 2025Q3: 8,848 shares; 2025Q4: 8,747 shares; 2026Q1: 8,661 shares 8,661 $290K <0.01% -86 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,385 shares; 2025Q1: 2,326 shares; 2025Q2: 2,311 shares; 2025Q3: 2,222 shares; 2025Q4: 1,774 shares; 2026Q1: 1,818 shares 1,818 $289K <0.01% +44 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 19,379 shares; 2025Q1: 19,379 shares; 2025Q2: 19,379 shares; 2025Q3: 19,379 shares; 2025Q4: 19,379 shares; 2026Q1: 19,379 shares 19,379 $289K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 2,118 shares; 2025Q2: 1,874 shares; 2025Q3: 1,960 shares; 2025Q4: 2,313 shares; 2026Q1: 1,966 shares 1,966 $287K <0.01% -347 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,767 shares; 2025Q4: 2,267 shares; 2026Q1: 2,267 shares 2,267 $287K <0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,544 shares; 2025Q3: 22,344 shares; 2025Q4: 21,344 shares; 2026Q1: 21,144 shares 21,144 $287K <0.01% -200 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,098 shares; 2024Q4: 24,415 shares; 2025Q1: 22,167 shares; 2025Q2: 21,192 shares; 2025Q3: 15,715 shares; 2025Q4: 15,237 shares; 2026Q1: 26,251 shares 26,251 $286K <0.01% +11,014 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to 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: 29,765 shares 29,765 $286K <0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: not reported; 2025Q1: 3,611 shares; 2025Q2: 3,521 shares; 2025Q3: 3,764 shares; 2025Q4: 2,601 shares; 2026Q1: 1,660 shares 1,660 $286K <0.01% -941 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 6,589 shares; 2025Q1: 6,503 shares; 2025Q2: 6,349 shares; 2025Q3: 6,918 shares; 2025Q4: 6,066 shares; 2026Q1: 5,712 shares 5,712 $286K <0.01% -354 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,800 shares; 2026Q1: 4,750 shares 4,750 $285K <0.01% +950 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,648 shares; 2025Q1: 4,842 shares; 2025Q2: 4,785 shares; 2025Q3: 4,644 shares; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300 $285K <0.01% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,239 shares; 2025Q3: 10,303 shares; 2025Q4: 14,579 shares; 2026Q1: 7,498 shares 7,498 $285K <0.01% -7,081 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,598 shares; 2024Q4: 19,598 shares; 2025Q1: 28,713 shares; 2025Q2: 29,633 shares; 2025Q3: 10,484 shares; 2025Q4: 10,990 shares; 2026Q1: 17,494 shares 17,494 $285K <0.01% +6,504 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,416 shares; 2024Q4: 12,749 shares; 2025Q1: 17,181 shares; 2025Q2: 17,181 shares; 2025Q3: 17,181 shares; 2025Q4: not reported; 2026Q1: 19,681 shares 19,681 $284K <0.01% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,920 shares 14,920 $283K <0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,730 shares; 2024Q4: 54,847 shares; 2025Q1: 72,839 shares; 2025Q2: 99,037 shares; 2025Q3: 130,408 shares; 2025Q4: 125,596 shares; 2026Q1: 32,718 shares 32,718 $283K <0.01% -92,878 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 6,421 shares; 2026Q1: 6,265 shares 6,265 $283K <0.01% -156 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 708 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 511 shares; 2026Q1: 520 shares 520 $283K <0.01% +9 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,248 shares; 2024Q4: 57,378 shares; 2025Q1: 61,849 shares; 2025Q2: 59,386 shares; 2025Q3: 47,043 shares; 2025Q4: 50,916 shares; 2026Q1: 19,964 shares 19,964 $282K <0.01% -30,952 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 3,618 shares 3,618 $279K <0.01% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,735 shares; 2026Q1: 8,107 shares 8,107 $279K <0.01% +1,372 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 3,062 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,141 shares 1,141 $279K <0.01% new Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,439 shares; 2024Q4: 27,416 shares; 2025Q1: 27,905 shares; 2025Q2: 20,229 shares; 2025Q3: 20,246 shares; 2025Q4: 20,776 shares; 2026Q1: 15,291 shares 15,291 $278K <0.01% -5,485 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,534 shares; 2025Q4: 9,984 shares; 2026Q1: 10,542 shares 10,542 $275K <0.01% +558 Timeline COPX 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: 7,507 shares; 2024Q4: 8,840 shares; 2025Q1: 19,342 shares; 2025Q2: 20,227 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,594 shares 3,594 $274K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,107 shares; 2025Q1: 1,832 shares; 2025Q2: 1,365 shares; 2025Q3: 1,356 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares 1,027 $274K <0.01% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $273K <0.01% new Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 20,300 shares; 2025Q1: 18,650 shares; 2025Q2: 16,654 shares; 2025Q3: 13,154 shares; 2025Q4: 13,154 shares; 2026Q1: 12,654 shares 12,654 $271K <0.01% -500 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 5,623 shares; 2025Q1: 6,123 shares; 2025Q2: 10,763 shares; 2025Q3: 5,353 shares; 2025Q4: 4,540 shares; 2026Q1: 2,847 shares 2,847 $269K <0.01% -1,693 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,390 shares; 2026Q1: 1,843 shares 1,843 $269K <0.01% +453 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,170 shares; 2025Q4: 5,351 shares; 2026Q1: 5,132 shares 5,132 $268K <0.01% -219 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 7,980 shares; 2025Q1: 7,730 shares; 2025Q2: 7,130 shares; 2025Q3: 6,880 shares; 2025Q4: 6,880 shares; 2026Q1: 6,880 shares 6,880 $267K <0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,341 shares; 2025Q1: 2,712 shares; 2025Q2: 2,366 shares; 2025Q3: 1,953 shares; 2025Q4: 1,949 shares; 2026Q1: 1,909 shares 1,909 $265K <0.01% -40 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares 2,650 $264K <0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,115 shares; 2025Q3: 5,352 shares; 2025Q4: 6,705 shares; 2026Q1: 5,275 shares 5,275 $263K <0.01% -1,430 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: not reported; 2025Q1: 13,054 shares; 2025Q2: 5,724 shares; 2025Q3: 5,735 shares; 2025Q4: 5,755 shares; 2026Q1: 5,773 shares 5,773 $263K <0.01% +18 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,263 shares; 2026Q1: 7,263 shares 7,263 $263K <0.01% 0 Timeline SPHY 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: 20,606 shares; 2024Q4: 20,182 shares; 2025Q1: 32,275 shares; 2025Q2: 26,501 shares; 2025Q3: 26,662 shares; 2025Q4: 16,218 shares; 2026Q1: 11,202 shares 11,202 $261K <0.01% -5,016 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,535 shares; 2024Q4: 181,528 shares; 2025Q1: 203,160 shares; 2025Q2: 19,779 shares; 2025Q3: 121,826 shares; 2025Q4: 77,021 shares; 2026Q1: 76,284 shares 76,284 $261K <0.01% -737 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 5,809 shares; 2025Q1: 6,295 shares; 2025Q2: 6,342 shares; 2025Q3: 6,715 shares; 2025Q4: 6,788 shares; 2026Q1: 6,774 shares 6,774 $261K <0.01% -14 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,950 shares; 2025Q1: 11,950 shares; 2025Q2: 20,620 shares; 2025Q3: 20,927 shares; 2025Q4: 19,911 shares; 2026Q1: 21,116 shares 21,116 $260K <0.01% +1,205 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,255 shares; 2024Q4: not reported; 2025Q1: 11,755 shares; 2025Q2: 12,655 shares; 2025Q3: 12,655 shares; 2025Q4: 12,831 shares; 2026Q1: 12,034 shares 12,034 $258K <0.01% -797 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,709 shares; 2024Q4: 33,228 shares; 2025Q1: 34,772 shares; 2025Q2: 35,147 shares; 2025Q3: 35,652 shares; 2025Q4: 36,486 shares; 2026Q1: 34,614 shares 34,614 $258K <0.01% -1,872 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 8,473 shares; 2025Q1: 8,394 shares; 2025Q2: 6,862 shares; 2025Q3: 4,372 shares; 2025Q4: 3,922 shares; 2026Q1: 3,908 shares 3,908 $258K <0.01% -14 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 392 shares; 2026Q1: 492 shares 492 $258K <0.01% +100 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,737 shares; 2025Q1: not reported; 2025Q2: 1,054 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares 924 $257K <0.01% new Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,920 shares 7,920 $257K <0.01% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 12,595 shares; 2025Q1: 13,174 shares; 2025Q2: 13,333 shares; 2025Q3: 14,526 shares; 2025Q4: 15,687 shares; 2026Q1: 10,516 shares 10,516 $255K <0.01% -5,171 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,629 shares 10,629 $254K <0.01% new Timeline JBS JBS N.V. More: the full row for JBS 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: not reported; 2025Q3: 10,635 shares; 2025Q4: 14,135 shares; 2026Q1: 14,165 shares 14,165 $254K <0.01% +30 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,063 shares; 2024Q4: 13,664 shares; 2025Q1: 15,209 shares; 2025Q2: 18,352 shares; 2025Q3: 16,951 shares; 2025Q4: 21,606 shares; 2026Q1: 3,966 shares 3,966 $254K <0.01% -17,640 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $254K <0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 12,019 shares; 2025Q1: 10,293 shares; 2025Q2: 4,885 shares; 2025Q3: 4,372 shares; 2025Q4: 3,019 shares; 2026Q1: 1,850 shares 1,850 $254K <0.01% -1,169 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 842 shares; 2025Q4: 848 shares; 2026Q1: 848 shares 848 $253K <0.01% 0 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,380 shares; 2024Q4: 11,480 shares; 2025Q1: 7,212 shares; 2025Q2: 6,237 shares; 2025Q3: 4,552 shares; 2025Q4: 4,352 shares; 2026Q1: 4,327 shares 4,327 $253K <0.01% -25 CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,357 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,691 shares 2,691 $253K <0.01% new Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 15,650 shares; 2025Q1: 15,650 shares; 2025Q2: 17,450 shares; 2025Q3: 15,900 shares; 2025Q4: 15,800 shares; 2026Q1: 14,900 shares 14,900 $252K <0.01% -900 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,071 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,501 shares 5,501 $251K <0.01% new Timeline ISHG 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: 3,367 shares; 2025Q4: 3,367 shares; 2026Q1: 3,374 shares 3,374 $250K <0.01% +7 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,413 shares 5,413 $250K <0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 11,735 shares 11,735 $250K <0.01% new Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME 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: 19,339 shares; 2025Q3: 19,602 shares; 2025Q4: 21,442 shares; 2026Q1: 27,468 shares 27,468 $250K <0.01% +6,026 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,649 shares; 2025Q3: 14,719 shares; 2025Q4: not reported; 2026Q1: 5,224 shares 5,224 $249K <0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 6,769 shares; 2025Q1: 7,089 shares; 2025Q2: 7,300 shares; 2025Q3: 5,700 shares; 2025Q4: 5,570 shares; 2026Q1: 5,759 shares 5,759 $248K <0.01% +189 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,332 shares 4,332 $248K <0.01% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,113 shares; 2025Q1: 2,113 shares; 2025Q2: 2,118 shares; 2025Q3: 2,135 shares; 2025Q4: 2,140 shares; 2026Q1: 2,146 shares 2,146 $247K <0.01% +6 Timeline CEMB 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: 46,118 shares; 2024Q4: 47,671 shares; 2025Q1: 52,269 shares; 2025Q2: 60,694 shares; 2025Q3: 63,410 shares; 2025Q4: 9,188 shares; 2026Q1: 5,435 shares 5,435 $246K <0.01% -3,753 Timeline WHIRLPOOL CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $246K <0.01% new MTZ MASTEC INC More: the full row for MASTEC 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: 8,472 shares; 2025Q4: not reported; 2026Q1: 762 shares 762 $245K <0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,621 shares; 2024Q4: 22,501 shares; 2025Q1: 24,501 shares; 2025Q2: 24,501 shares; 2025Q3: 24,501 shares; 2025Q4: 24,701 shares; 2026Q1: 24,701 shares 24,701 $244K <0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,570 shares; 2025Q1: 4,226 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: not reported; 2026Q1: 204 shares 204 $243K <0.01% new KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,506 shares; 2025Q1: not reported; 2025Q2: 25,994 shares; 2025Q3: 29,654 shares; 2025Q4: 24,155 shares; 2026Q1: 18,458 shares 18,458 $242K <0.01% -5,697 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: not reported; 2026Q1: 15,105 shares 15,105 $242K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,962 shares; 2024Q4: 29,501 shares; 2025Q1: 29,307 shares; 2025Q2: 26,622 shares; 2025Q3: 28,610 shares; 2025Q4: 24,903 shares; 2026Q1: 12,531 shares 12,531 $241K <0.01% -12,372 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,373 shares; 2024Q4: not reported; 2025Q1: 3,737 shares; 2025Q2: 3,456 shares; 2025Q3: not reported; 2025Q4: 3,481 shares; 2026Q1: 3,447 shares 3,447 $239K <0.01% -34 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,058 shares 5,058 $239K <0.01% new Timeline SMWB SIMILARWEB LTD More: the full row for SIMILARWEB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,607 shares; 2024Q4: 111,149 shares; 2025Q1: 105,045 shares; 2025Q2: 104,389 shares; 2025Q3: 99,602 shares; 2025Q4: 89,390 shares; 2026Q1: 91,088 shares 91,088 $238K <0.01% +1,698 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,559 shares; 2024Q4: 89,952 shares; 2025Q1: 78,293 shares; 2025Q2: 25,634 shares; 2025Q3: 14,445 shares; 2025Q4: 14,175 shares; 2026Q1: 13,975 shares 13,975 $237K <0.01% -200 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,466 shares; 2024Q4: 31,174 shares; 2025Q1: 33,624 shares; 2025Q2: 33,661 shares; 2025Q3: 33,691 shares; 2025Q4: 32,503 shares; 2026Q1: 30,502 shares 30,502 $237K <0.01% -2,001 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,475 shares; 2025Q1: 4,693 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,150 shares; 2026Q1: 4,225 shares 4,225 $237K <0.01% +75 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,800 shares; 2026Q1: 18,891 shares 18,891 $236K <0.01% +6,091 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,670 shares 4,670 $236K <0.01% new Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,556 shares; 2025Q2: 3,573 shares; 2025Q3: 3,590 shares; 2025Q4: 3,606 shares; 2026Q1: 3,623 shares 3,623 $236K <0.01% +17 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,048 shares; 2024Q4: 26,677 shares; 2025Q1: 26,517 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 10,400 shares; 2026Q1: 11,000 shares 11,000 $236K <0.01% +600 Timeline FNY 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: 2,602 shares; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,602 shares 2,602 $235K <0.01% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,950 shares; 2025Q1: 8,050 shares; 2025Q2: 7,552 shares; 2025Q3: 8,450 shares; 2025Q4: not reported; 2026Q1: 5,270 shares 5,270 $234K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,657 shares; 2024Q4: 23,628 shares; 2025Q1: 13,127 shares; 2025Q2: 8,646 shares; 2025Q3: 4,158 shares; 2025Q4: 2,936 shares; 2026Q1: 2,880 shares 2,880 $234K <0.01% -56 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS 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: 190 shares; 2025Q4: 190 shares; 2026Q1: 220 shares 220 $233K <0.01% +30 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $232K <0.01% 0 Timeline