FNCL 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: 144,074 shares; 2024Q4: 114,550 shares; 2025Q1: 115,856 shares; 2025Q2: 115,966 shares; 2025Q3: 430,248 shares; 2025Q4: 414,449 shares; 2026Q1: 351,251 shares 351,251 $24.7M 0.04% -63,198 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,845 shares; 2024Q4: 169,848 shares; 2025Q1: 223,488 shares; 2025Q2: 225,983 shares; 2025Q3: 1,031,897 shares; 2025Q4: 1,091,627 shares; 2026Q1: 1,186,704 shares 1,186,704 $24.7M 0.04% +95,077 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,525 shares; 2024Q4: 29,396 shares; 2025Q1: 42,764 shares; 2025Q2: 68,115 shares; 2025Q3: 87,659 shares; 2025Q4: 55,268 shares; 2026Q1: 62,598 shares 62,598 $24.5M 0.04% +7,330 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,683 shares; 2024Q4: 185,993 shares; 2025Q1: 233,013 shares; 2025Q2: 431,459 shares; 2025Q3: 494,605 shares; 2025Q4: 615,552 shares; 2026Q1: 668,278 shares 668,278 $24.5M 0.04% +52,726 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,591 shares; 2024Q4: 153,623 shares; 2025Q1: 104,266 shares; 2025Q2: 153,523 shares; 2025Q3: 133,968 shares; 2025Q4: 123,300 shares; 2026Q1: 126,070 shares 126,070 $24.5M 0.04% +2,770 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559,107 shares; 2024Q4: 631,628 shares; 2025Q1: 923,949 shares; 2025Q2: 985,783 shares; 2025Q3: 1,032,113 shares; 2025Q4: 1,089,771 shares; 2026Q1: 1,199,182 shares 1,199,182 $24.5M 0.04% +109,411 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,481 shares; 2024Q4: 17,701 shares; 2025Q1: 75,871 shares; 2025Q2: 147,132 shares; 2025Q3: 305,376 shares; 2025Q4: 801,988 shares; 2026Q1: 775,406 shares 775,406 $24.5M 0.04% -26,582 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,623 shares; 2024Q4: 52,524 shares; 2025Q1: 61,649 shares; 2025Q2: 65,480 shares; 2025Q3: 86,685 shares; 2025Q4: 72,044 shares; 2026Q1: 85,627 shares 85,627 $24.3M 0.04% +13,583 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772,311 shares; 2024Q4: 898,674 shares; 2025Q1: 1,130,743 shares; 2025Q2: 1,086,183 shares; 2025Q3: 1,523,638 shares; 2025Q4: 1,189,635 shares; 2026Q1: 1,190,008 shares 1,190,008 $24.3M 0.04% +373 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,126 shares; 2024Q4: 38,906 shares; 2025Q1: 22,237 shares; 2025Q2: 25,696 shares; 2025Q3: 157,994 shares; 2025Q4: 124,230 shares; 2026Q1: 116,007 shares 116,007 $24.2M 0.04% -8,223 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,522,091 shares; 2026Q1: 1,455,864 shares 1,455,864 $24.2M 0.04% -66,227 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,361 shares; 2024Q4: 135,520 shares; 2025Q1: 115,399 shares; 2025Q2: 116,229 shares; 2025Q3: 229,416 shares; 2025Q4: 240,300 shares; 2026Q1: 219,835 shares 219,835 $24.1M 0.04% -20,465 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,076 shares; 2024Q4: 200,206 shares; 2025Q1: 333,838 shares; 2025Q2: 395,851 shares; 2025Q3: 539,904 shares; 2025Q4: 532,016 shares; 2026Q1: 516,250 shares 516,250 $24.1M 0.04% -15,766 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,808 shares; 2024Q4: 140,309 shares; 2025Q1: 123,644 shares; 2025Q2: 107,243 shares; 2025Q3: 281,758 shares; 2025Q4: 252,346 shares; 2026Q1: 250,038 shares 250,038 $23.9M 0.03% -2,308 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,842 shares; 2024Q4: 217,518 shares; 2025Q1: 236,249 shares; 2025Q2: 236,574 shares; 2025Q3: 270,268 shares; 2025Q4: 262,908 shares; 2026Q1: 263,970 shares 263,970 $23.9M 0.03% +1,062 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,741 shares; 2024Q4: 108,544 shares; 2025Q1: 88,604 shares; 2025Q2: 131,895 shares; 2025Q3: 312,126 shares; 2025Q4: 159,969 shares; 2026Q1: 140,864 shares 140,864 $23.8M 0.03% -19,105 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,785,792 shares; 2025Q4: 2,844,961 shares; 2026Q1: 957,005 shares 957,005 $23.7M 0.03% -1,887,956 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210,083 shares; 2024Q4: 2,383,300 shares; 2025Q1: 2,701,967 shares; 2025Q2: 3,493,550 shares; 2025Q3: 3,484,666 shares; 2025Q4: 3,371,147 shares; 2026Q1: 3,249,013 shares 3,249,013 $23.7M 0.03% -122,134 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,203 shares; 2024Q4: 85,112 shares; 2025Q1: 77,914 shares; 2025Q2: 78,554 shares; 2025Q3: 110,711 shares; 2025Q4: 121,839 shares; 2026Q1: 116,337 shares 116,337 $23.7M 0.03% -5,502 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861,174 shares; 2024Q4: 774,254 shares; 2025Q1: 882,454 shares; 2025Q2: 769,854 shares; 2025Q3: 770,914 shares; 2025Q4: 758,880 shares; 2026Q1: 704,897 shares 704,897 $23.6M 0.03% -53,983 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: 322,453 shares; 2024Q4: 434,269 shares; 2025Q1: 608,097 shares; 2025Q2: 665,133 shares; 2025Q3: 730,680 shares; 2025Q4: 748,432 shares; 2026Q1: 693,307 shares 693,307 $23.6M 0.03% -55,125 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: 290,372 shares; 2024Q4: 290,169 shares; 2025Q1: 274,280 shares; 2025Q2: 290,353 shares; 2025Q3: 414,338 shares; 2025Q4: 481,335 shares; 2026Q1: 410,444 shares 410,444 $23.5M 0.03% -70,891 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: 241,514 shares; 2024Q4: 237,943 shares; 2025Q1: 260,485 shares; 2025Q2: 272,062 shares; 2025Q3: 348,015 shares; 2025Q4: 244,699 shares; 2026Q1: 169,306 shares 169,306 $23.4M 0.03% -75,393 Timeline PNOV 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: 302,946 shares; 2024Q4: 404,187 shares; 2025Q1: 363,918 shares; 2025Q2: 411,671 shares; 2025Q3: 528,036 shares; 2025Q4: 676,694 shares; 2026Q1: 573,100 shares 573,100 $23.4M 0.03% -103,594 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,399 shares; 2024Q4: 122,072 shares; 2025Q1: 102,352 shares; 2025Q2: 102,677 shares; 2025Q3: 523,646 shares; 2025Q4: 526,474 shares; 2026Q1: 515,705 shares 515,705 $23.4M 0.03% -10,769 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 17,400 shares; 2025Q1: 14,938 shares; 2025Q2: 26,393 shares; 2025Q3: 56,286 shares; 2025Q4: 37,122 shares; 2026Q1: 31,490 shares 31,490 $23.3M 0.03% -5,632 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660,202 shares; 2024Q4: 672,407 shares; 2025Q1: 547,195 shares; 2025Q2: 829,207 shares; 2025Q3: 809,144 shares; 2025Q4: 725,517 shares; 2026Q1: 583,890 shares 583,890 $23.2M 0.03% -141,627 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,005 shares; 2024Q4: 51,725 shares; 2025Q1: 71,060 shares; 2025Q2: 88,697 shares; 2025Q3: 102,701 shares; 2025Q4: 46,788 shares; 2026Q1: 84,402 shares 84,402 $23.2M 0.03% +37,614 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: 347,889 shares; 2024Q4: 345,685 shares; 2025Q1: 374,187 shares; 2025Q2: 421,350 shares; 2025Q3: 387,176 shares; 2025Q4: 377,354 shares; 2026Q1: 376,181 shares 376,181 $23.2M 0.03% -1,173 Timeline EMB 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: 237,815 shares; 2024Q4: 210,429 shares; 2025Q1: 129,513 shares; 2025Q2: 341,794 shares; 2025Q3: 405,020 shares; 2025Q4: 196,604 shares; 2026Q1: 245,357 shares 245,357 $23.1M 0.03% +48,753 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,654 shares; 2024Q4: 53,141 shares; 2025Q1: 56,526 shares; 2025Q2: 56,954 shares; 2025Q3: 106,142 shares; 2025Q4: 102,626 shares; 2026Q1: 99,042 shares 99,042 $22.7M 0.03% -3,584 Timeline GJUL 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: 385,244 shares; 2024Q4: 260,019 shares; 2025Q1: 196,150 shares; 2025Q2: 184,951 shares; 2025Q3: 788,844 shares; 2025Q4: 681,768 shares; 2026Q1: 556,417 shares 556,417 $22.7M 0.03% -125,351 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 38,883 shares; 2025Q1: 13,137 shares; 2025Q2: 38,682 shares; 2025Q3: 80,188 shares; 2025Q4: 62,317 shares; 2026Q1: 80,193 shares 80,193 $22.5M 0.03% +17,876 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,365 shares; 2024Q4: 93,883 shares; 2025Q1: 96,898 shares; 2025Q2: 99,529 shares; 2025Q3: 110,318 shares; 2025Q4: 87,077 shares; 2026Q1: 91,018 shares 91,018 $22.5M 0.03% +3,941 Timeline GARP 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: 79,455 shares; 2024Q4: 124,780 shares; 2025Q1: 134,792 shares; 2025Q2: 136,579 shares; 2025Q3: 156,474 shares; 2025Q4: 187,534 shares; 2026Q1: 350,588 shares 350,588 $22.4M 0.03% +163,054 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,253 shares; 2024Q4: 425,195 shares; 2025Q1: 543,593 shares; 2025Q2: 531,665 shares; 2025Q3: 533,124 shares; 2025Q4: 578,013 shares; 2026Q1: 679,704 shares 679,704 $22.4M 0.03% +101,691 Timeline SUB 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: 162,817 shares; 2024Q4: 233,064 shares; 2025Q1: 248,019 shares; 2025Q2: 279,363 shares; 2025Q3: 278,563 shares; 2025Q4: 262,290 shares; 2026Q1: 210,257 shares 210,257 $22.4M 0.03% -52,033 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: 535,230 shares; 2024Q4: 465,736 shares; 2025Q1: 467,021 shares; 2025Q2: 382,636 shares; 2025Q3: 371,888 shares; 2025Q4: 348,566 shares; 2026Q1: 330,377 shares 330,377 $22.3M 0.03% -18,189 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518,929 shares; 2024Q4: 542,950 shares; 2025Q1: 344,237 shares; 2025Q2: 1,095,736 shares; 2025Q3: 1,158,067 shares; 2025Q4: 175,016 shares; 2026Q1: 232,978 shares 232,978 $22.3M 0.03% +57,962 Timeline IGIB 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: 290,285 shares; 2024Q4: 317,543 shares; 2025Q1: 336,453 shares; 2025Q2: 694,046 shares; 2025Q3: 767,763 shares; 2025Q4: 450,932 shares; 2026Q1: 419,033 shares 419,033 $22.3M 0.03% -31,899 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: 433,839 shares; 2024Q4: 374,943 shares; 2025Q1: 328,062 shares; 2025Q2: 352,548 shares; 2025Q3: 367,960 shares; 2025Q4: 454,863 shares; 2026Q1: 456,113 shares 456,113 $22.3M 0.03% +1,250 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,626 shares; 2024Q4: 18,607 shares; 2025Q1: 26,684 shares; 2025Q2: 29,234 shares; 2025Q3: 374,954 shares; 2025Q4: 374,623 shares; 2026Q1: 367,119 shares 367,119 $22.1M 0.03% -7,504 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 42,252 shares; 2025Q1: 120,600 shares; 2025Q2: 161,473 shares; 2025Q3: 246,850 shares; 2025Q4: 288,013 shares; 2026Q1: 291,498 shares 291,498 $22M 0.03% +3,485 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,022 shares; 2025Q3: 142,954 shares; 2025Q4: 188,338 shares; 2026Q1: 682,650 shares 682,650 $22M 0.03% +494,312 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726,673 shares; 2024Q4: 653,013 shares; 2025Q1: 650,172 shares; 2025Q2: 643,518 shares; 2025Q3: 653,837 shares; 2025Q4: 631,523 shares; 2026Q1: 649,807 shares 649,807 $21.9M 0.03% +18,284 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,834 shares; 2024Q4: 235,838 shares; 2025Q1: 251,446 shares; 2025Q2: 246,080 shares; 2025Q3: 295,407 shares; 2025Q4: 190,460 shares; 2026Q1: 201,870 shares 201,870 $21.9M 0.03% +11,410 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,170 shares; 2024Q4: 129,336 shares; 2025Q1: 340,991 shares; 2025Q2: 309,724 shares; 2025Q3: 355,617 shares; 2025Q4: 433,303 shares; 2026Q1: 426,225 shares 426,225 $21.8M 0.03% -7,078 Timeline AVDE 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: 48,922 shares; 2024Q4: 61,631 shares; 2025Q1: 80,054 shares; 2025Q2: 91,516 shares; 2025Q3: 109,133 shares; 2025Q4: 176,838 shares; 2026Q1: 255,020 shares 255,020 $21.6M 0.03% +78,182 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,855 shares; 2024Q4: 299,277 shares; 2025Q1: 216,932 shares; 2025Q2: 243,720 shares; 2025Q3: 370,219 shares; 2025Q4: 208,049 shares; 2026Q1: 227,746 shares 227,746 $21.5M 0.03% +19,697 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,540 shares; 2024Q4: 187,073 shares; 2025Q1: 403,333 shares; 2025Q2: 372,107 shares; 2025Q3: 371,707 shares; 2025Q4: 375,667 shares; 2026Q1: 405,679 shares 405,679 $21.3M 0.03% +30,012 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: 581,644 shares; 2024Q4: 721,203 shares; 2025Q1: 776,432 shares; 2025Q2: 819,849 shares; 2025Q3: 760,509 shares; 2025Q4: 589,012 shares; 2026Q1: 436,738 shares 436,738 $21.3M 0.03% -152,274 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,174 shares; 2024Q4: 654,610 shares; 2025Q1: 687,082 shares; 2025Q2: 690,914 shares; 2025Q3: 851,381 shares; 2025Q4: 808,847 shares; 2026Q1: 845,194 shares 845,194 $21.2M 0.03% +36,347 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,939 shares; 2024Q4: 65,065 shares; 2025Q1: 23,161 shares; 2025Q2: 111,702 shares; 2025Q3: 342,099 shares; 2025Q4: 185,384 shares; 2026Q1: 178,888 shares 178,888 $21.2M 0.03% -6,496 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,992 shares; 2024Q4: 187,393 shares; 2025Q1: 203,393 shares; 2025Q2: 337,472 shares; 2025Q3: 323,497 shares; 2025Q4: 307,995 shares; 2026Q1: 323,502 shares 323,502 $21M 0.03% +15,507 Timeline VLU 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: 55,473 shares; 2024Q4: 67,783 shares; 2025Q1: 95,361 shares; 2025Q2: 84,434 shares; 2025Q3: 76,042 shares; 2025Q4: 91,541 shares; 2026Q1: 97,587 shares 97,587 $21M 0.03% +6,046 Timeline GWX 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: 407,509 shares; 2024Q4: 425,030 shares; 2025Q1: 403,542 shares; 2025Q2: 520,824 shares; 2025Q3: 582,127 shares; 2025Q4: 490,585 shares; 2026Q1: 496,523 shares 496,523 $21M 0.03% +5,938 Timeline DWUS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 404,087 shares; 2025Q4: 410,508 shares; 2026Q1: 410,587 shares 410,587 $20.9M 0.03% +79 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,295 shares; 2024Q4: 149,986 shares; 2025Q1: 147,514 shares; 2025Q2: 179,933 shares; 2025Q3: 277,602 shares; 2025Q4: 259,243 shares; 2026Q1: 249,091 shares 249,091 $20.9M 0.03% -10,152 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,175 shares; 2024Q4: 35,566 shares; 2025Q1: 15,652 shares; 2025Q2: 16,176 shares; 2025Q3: 23,767 shares; 2025Q4: 25,241 shares; 2026Q1: 28,578 shares 28,578 $20.8M 0.03% +3,337 Timeline PJUN 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: 460,533 shares; 2024Q4: 348,456 shares; 2025Q1: 394,177 shares; 2025Q2: 494,108 shares; 2025Q3: 621,425 shares; 2025Q4: 571,392 shares; 2026Q1: 497,349 shares 497,349 $20.8M 0.03% -74,043 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,817 shares; 2024Q4: 97,217 shares; 2025Q1: 149,373 shares; 2025Q2: 137,364 shares; 2025Q3: 183,085 shares; 2025Q4: 285,698 shares; 2026Q1: 417,685 shares 417,685 $20.8M 0.03% +131,987 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,128 shares; 2024Q4: 68,258 shares; 2025Q1: 71,840 shares; 2025Q2: 77,043 shares; 2025Q3: 82,415 shares; 2025Q4: 79,400 shares; 2026Q1: 79,475 shares 79,475 $20.7M 0.03% +75 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,821 shares; 2024Q4: 344,686 shares; 2025Q1: 386,980 shares; 2025Q2: 351,018 shares; 2025Q3: 587,221 shares; 2025Q4: 635,798 shares; 2026Q1: 664,802 shares 664,802 $20.6M 0.03% +29,004 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,754 shares; 2024Q4: 817,717 shares; 2025Q1: 6,757 shares; 2025Q2: 607,148 shares; 2025Q3: 622,135 shares; 2025Q4: 584,321 shares; 2026Q1: 576,607 shares 576,607 $20.4M 0.03% -7,714 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,667 shares; 2024Q4: 63,393 shares; 2025Q1: 39,347 shares; 2025Q2: 58,592 shares; 2025Q3: 60,633 shares; 2025Q4: 47,510 shares; 2026Q1: 48,851 shares 48,851 $20.4M 0.03% +1,341 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,741 shares; 2024Q4: 201,121 shares; 2025Q1: 626,271 shares; 2025Q2: 642,447 shares; 2025Q3: 523,317 shares; 2025Q4: 530,086 shares; 2026Q1: 402,068 shares 402,068 $20.4M 0.03% -128,018 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: 280,235 shares; 2024Q4: 258,872 shares; 2025Q1: 233,529 shares; 2025Q2: 208,350 shares; 2025Q3: 225,189 shares; 2025Q4: 202,015 shares; 2026Q1: 143,191 shares 143,191 $20.3M 0.03% -58,824 Timeline VLUE 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: 44,530 shares; 2024Q4: 48,962 shares; 2025Q1: 64,453 shares; 2025Q2: 70,272 shares; 2025Q3: 144,142 shares; 2025Q4: 145,804 shares; 2026Q1: 142,306 shares 142,306 $20.2M 0.03% -3,498 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,098 shares; 2024Q4: 227,769 shares; 2025Q1: 217,923 shares; 2025Q2: 272,081 shares; 2025Q3: 374,086 shares; 2025Q4: 329,453 shares; 2026Q1: 327,150 shares 327,150 $20.2M 0.03% -2,303 Timeline CGIE 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: 87,493 shares; 2024Q4: 121,804 shares; 2025Q1: 192,033 shares; 2025Q2: 261,941 shares; 2025Q3: 388,823 shares; 2025Q4: 559,297 shares; 2026Q1: 597,153 shares 597,153 $20.2M 0.03% +37,856 Timeline PMAY 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: 542,752 shares; 2024Q4: 504,178 shares; 2025Q1: 410,766 shares; 2025Q2: 495,679 shares; 2025Q3: 650,494 shares; 2025Q4: 611,128 shares; 2026Q1: 505,052 shares 505,052 $20.2M 0.03% -106,076 Timeline PSEP 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: 1,160,847 shares; 2024Q4: 606,251 shares; 2025Q1: 561,421 shares; 2025Q2: 561,087 shares; 2025Q3: 657,747 shares; 2025Q4: 598,215 shares; 2026Q1: 468,457 shares 468,457 $20.2M 0.03% -129,758 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,082 shares; 2024Q4: 221,711 shares; 2025Q1: 218,633 shares; 2025Q2: 284,475 shares; 2025Q3: 320,586 shares; 2025Q4: 284,720 shares; 2026Q1: 349,818 shares 349,818 $20.2M 0.03% +65,098 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: 634,374 shares; 2024Q4: 600,857 shares; 2025Q1: 685,081 shares; 2025Q2: 734,144 shares; 2025Q3: 814,257 shares; 2025Q4: 894,556 shares; 2026Q1: 990,054 shares 990,054 $20.2M 0.03% +95,498 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,869 shares; 2024Q4: 81,914 shares; 2025Q1: 101,151 shares; 2025Q2: 97,988 shares; 2025Q3: 107,799 shares; 2025Q4: 98,572 shares; 2026Q1: 85,175 shares 85,175 $20.1M 0.03% -13,397 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: 6,129 shares; 2024Q4: 10,448 shares; 2025Q1: 5,556 shares; 2025Q2: 5,878 shares; 2025Q3: 6,577 shares; 2025Q4: 5,065 shares; 2026Q1: 4,772 shares 4,772 $20.1M 0.03% -293 Timeline DFUS 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: 145,941 shares; 2024Q4: 160,232 shares; 2025Q1: 196,218 shares; 2025Q2: 298,825 shares; 2025Q3: 311,641 shares; 2025Q4: 287,805 shares; 2026Q1: 283,633 shares 283,633 $20.1M 0.03% -4,172 Timeline IDVO 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: 108,128 shares; 2024Q4: 112,034 shares; 2025Q1: 141,903 shares; 2025Q2: 136,899 shares; 2025Q3: 242,109 shares; 2025Q4: 343,327 shares; 2026Q1: 493,910 shares 493,910 $20M 0.03% +150,583 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,589 shares; 2024Q4: 73,605 shares; 2025Q1: 130,176 shares; 2025Q2: 460,982 shares; 2025Q3: 511,006 shares; 2025Q4: 547,701 shares; 2026Q1: 484,602 shares 484,602 $20M 0.03% -63,099 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,235 shares; 2024Q4: 51,691 shares; 2025Q1: 54,544 shares; 2025Q2: 57,518 shares; 2025Q3: 66,776 shares; 2025Q4: 64,281 shares; 2026Q1: 63,682 shares 63,682 $19.9M 0.03% -599 Timeline NJAN 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: 184,561 shares; 2024Q4: 147,191 shares; 2025Q1: 293,333 shares; 2025Q2: 312,491 shares; 2025Q3: 377,734 shares; 2025Q4: 335,201 shares; 2026Q1: 370,541 shares 370,541 $19.8M 0.03% +35,340 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: 1,349 shares; 2024Q4: 20,945 shares; 2025Q1: 12,315 shares; 2025Q2: 13,364 shares; 2025Q3: 87,436 shares; 2025Q4: 83,600 shares; 2026Q1: 97,900 shares 97,900 $19.7M 0.03% +14,300 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,580 shares; 2024Q4: 71,401 shares; 2025Q1: 215,883 shares; 2025Q2: 305,545 shares; 2025Q3: 301,616 shares; 2025Q4: 316,925 shares; 2026Q1: 389,976 shares 389,976 $19.7M 0.03% +73,051 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,446 shares; 2024Q4: 49,303 shares; 2025Q1: 33,549 shares; 2025Q2: 50,328 shares; 2025Q3: 84,250 shares; 2025Q4: 43,752 shares; 2026Q1: 43,972 shares 43,972 $19.6M 0.03% +220 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,167 shares; 2024Q4: 120,027 shares; 2025Q1: 96,998 shares; 2025Q2: 117,628 shares; 2025Q3: 135,901 shares; 2025Q4: 94,068 shares; 2026Q1: 80,762 shares 80,762 $19.6M 0.03% -13,306 Timeline IMCV 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: 131,387 shares; 2024Q4: 162,662 shares; 2025Q1: 207,732 shares; 2025Q2: 218,051 shares; 2025Q3: 233,207 shares; 2025Q4: 217,393 shares; 2026Q1: 230,858 shares 230,858 $19.6M 0.03% +13,465 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,132 shares; 2024Q4: 23,849 shares; 2025Q1: 9,181 shares; 2025Q2: 10,349 shares; 2025Q3: 46,620 shares; 2025Q4: 44,647 shares; 2026Q1: 44,581 shares 44,581 $19.5M 0.03% -66 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,729 shares; 2024Q4: 617,384 shares; 2025Q1: 667,711 shares; 2025Q2: 723,894 shares; 2025Q3: 761,580 shares; 2025Q4: 871,353 shares; 2026Q1: 913,539 shares 913,539 $19.4M 0.03% +42,186 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: 165,783 shares; 2024Q4: 179,408 shares; 2025Q1: 199,452 shares; 2025Q2: 214,393 shares; 2025Q3: 213,387 shares; 2025Q4: 199,653 shares; 2026Q1: 193,580 shares 193,580 $19.4M 0.03% -6,073 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: 87,174 shares; 2024Q4: 76,772 shares; 2025Q1: 68,454 shares; 2025Q2: 86,010 shares; 2025Q3: 91,206 shares; 2025Q4: 90,750 shares; 2026Q1: 91,237 shares 91,237 $19.3M 0.03% +487 Timeline FSTA 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: 291,098 shares; 2024Q4: 271,168 shares; 2025Q1: 259,366 shares; 2025Q2: 430,477 shares; 2025Q3: 446,226 shares; 2025Q4: 323,784 shares; 2026Q1: 366,620 shares 366,620 $19.2M 0.03% +42,836 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: 31,782 shares; 2024Q4: 35,188 shares; 2025Q1: 36,382 shares; 2025Q2: 31,738 shares; 2025Q3: 397,955 shares; 2025Q4: 669,793 shares; 2026Q1: 528,559 shares 528,559 $19.1M 0.03% -141,234 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,357 shares; 2024Q4: 17,794 shares; 2025Q1: 17,296 shares; 2025Q2: 21,245 shares; 2025Q3: 64,562 shares; 2025Q4: 63,049 shares; 2026Q1: 63,131 shares 63,131 $19.1M 0.03% +82 Timeline QGRW 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: 300 shares; 2024Q4: 14,082 shares; 2025Q1: 37,962 shares; 2025Q2: 40,763 shares; 2025Q3: 46,990 shares; 2025Q4: 374,511 shares; 2026Q1: 356,447 shares 356,447 $19M 0.03% -18,064 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: 76,262 shares; 2024Q4: 91,971 shares; 2025Q1: 155,151 shares; 2025Q2: 169,037 shares; 2025Q3: 199,802 shares; 2025Q4: 190,281 shares; 2026Q1: 176,706 shares 176,706 $19M 0.03% -13,575 Timeline GJAN 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: 145,975 shares; 2024Q4: 126,620 shares; 2025Q1: 440,104 shares; 2025Q2: 445,345 shares; 2025Q3: 382,011 shares; 2025Q4: 340,012 shares; 2026Q1: 452,039 shares 452,039 $18.9M 0.03% +112,027 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: 18,427 shares; 2024Q4: 20,368 shares; 2025Q1: 18,455 shares; 2025Q2: 16,350 shares; 2025Q3: 109,017 shares; 2025Q4: 111,758 shares; 2026Q1: 116,125 shares 116,125 $18.9M 0.03% +4,367 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,476 shares; 2024Q4: 134,199 shares; 2025Q1: 140,141 shares; 2025Q2: 173,576 shares; 2025Q3: 195,507 shares; 2025Q4: 161,044 shares; 2026Q1: 166,390 shares 166,390 $18.8M 0.03% +5,346 Timeline SYFI 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: 681,155 shares; 2024Q4: 802,236 shares; 2025Q1: 842,810 shares; 2025Q2: 673,001 shares; 2025Q3: 609,503 shares; 2025Q4: 608,866 shares; 2026Q1: 530,237 shares 530,237 $18.8M 0.03% -78,629 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,790 shares; 2024Q4: 47,544 shares; 2025Q1: 43,223 shares; 2025Q2: 54,398 shares; 2025Q3: 70,228 shares; 2025Q4: 56,811 shares; 2026Q1: 64,784 shares 64,784 $18.8M 0.03% +7,973 Timeline PVAL 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: 1,957 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,092 shares; 2025Q3: 20,400 shares; 2025Q4: 97,467 shares; 2026Q1: 405,747 shares 405,747 $18.8M 0.03% +308,280 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: 25,891 shares; 2024Q4: 21,594 shares; 2025Q1: 17,781 shares; 2025Q2: 27,286 shares; 2025Q3: 40,317 shares; 2025Q4: 20,661 shares; 2026Q1: 81,302 shares 81,302 $18.8M 0.03% +60,641 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,839 shares; 2024Q4: 9,708 shares; 2025Q1: 8,215 shares; 2025Q2: 11,176 shares; 2025Q3: 28,400 shares; 2025Q4: 26,376 shares; 2026Q1: 25,540 shares 25,540 $18.6M 0.03% -836 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,644 shares; 2024Q4: 14,050 shares; 2025Q1: 17,741 shares; 2025Q2: 22,460 shares; 2025Q3: 65,039 shares; 2025Q4: 86,612 shares; 2026Q1: 68,556 shares 68,556 $18.5M 0.03% -18,056 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,617 shares; 2024Q4: 251,459 shares; 2025Q1: 481,217 shares; 2025Q2: 477,589 shares; 2025Q3: 545,747 shares; 2025Q4: 584,471 shares; 2026Q1: 581,839 shares 581,839 $18.4M 0.03% -2,632 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,396 shares; 2024Q4: 53,546 shares; 2025Q1: 57,882 shares; 2025Q2: 49,536 shares; 2025Q3: 60,791 shares; 2025Q4: 56,435 shares; 2026Q1: 62,509 shares 62,509 $18.2M 0.03% +6,074 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,437 shares; 2024Q4: 9,250 shares; 2025Q1: 10,373 shares; 2025Q2: 12,666 shares; 2025Q3: 31,745 shares; 2025Q4: 41,172 shares; 2026Q1: 74,490 shares 74,490 $18.2M 0.03% +33,318 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,640 shares; 2024Q4: 178,073 shares; 2025Q1: 156,433 shares; 2025Q2: 182,937 shares; 2025Q3: 177,859 shares; 2025Q4: 190,729 shares; 2026Q1: 181,525 shares 181,525 $18.2M 0.03% -9,204 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,894 shares; 2024Q4: 122,842 shares; 2025Q1: 106,581 shares; 2025Q2: 123,094 shares; 2025Q3: 224,666 shares; 2025Q4: 286,989 shares; 2026Q1: 365,235 shares 365,235 $18.2M 0.03% +78,246 Timeline ASIA MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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: 553,018 shares; 2025Q4: 539,138 shares; 2026Q1: 519,426 shares 519,426 $18.1M 0.03% -19,712 Timeline IHDG 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: 475,545 shares; 2024Q4: 331,170 shares; 2025Q1: 343,280 shares; 2025Q2: 336,349 shares; 2025Q3: 503,460 shares; 2025Q4: 472,965 shares; 2026Q1: 375,272 shares 375,272 $18.1M 0.03% -97,693 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,631 shares; 2024Q4: 66,158 shares; 2025Q1: 191,609 shares; 2025Q2: 290,760 shares; 2025Q3: 359,967 shares; 2025Q4: 411,301 shares; 2026Q1: 341,423 shares 341,423 $18M 0.03% -69,878 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579,643 shares; 2024Q4: 1,519,592 shares; 2025Q1: 1,439,765 shares; 2025Q2: 1,772,612 shares; 2025Q3: 1,863,504 shares; 2025Q4: 1,632,252 shares; 2026Q1: 1,544,471 shares 1,544,471 $17.8M 0.03% -87,781 Timeline FELG 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: 197,950 shares; 2024Q4: 366,948 shares; 2025Q1: 1,038,267 shares; 2025Q2: 721,700 shares; 2025Q3: 666,330 shares; 2025Q4: 700,228 shares; 2026Q1: 475,224 shares 475,224 $17.8M 0.03% -225,004 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,705 shares; 2024Q4: 286,269 shares; 2025Q1: 296,047 shares; 2025Q2: 330,096 shares; 2025Q3: 354,251 shares; 2025Q4: 379,498 shares; 2026Q1: 301,921 shares 301,921 $17.7M 0.03% -77,577 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545,262 shares; 2024Q4: 851,549 shares; 2025Q1: 830,806 shares; 2025Q2: 899,735 shares; 2025Q3: 1,276,394 shares; 2025Q4: 928,113 shares; 2026Q1: 936,217 shares 936,217 $17.7M 0.03% +8,104 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,784 shares; 2024Q4: 303,977 shares; 2025Q1: 238,194 shares; 2025Q2: 298,903 shares; 2025Q3: 308,361 shares; 2025Q4: 260,524 shares; 2026Q1: 237,797 shares 237,797 $17.7M 0.03% -22,727 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,555 shares; 2024Q4: 514,062 shares; 2025Q1: 441,568 shares; 2025Q2: 577,292 shares; 2025Q3: 558,101 shares; 2025Q4: 412,905 shares; 2026Q1: 430,568 shares 430,568 $17.7M 0.03% +17,663 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,880 shares; 2024Q4: 597,976 shares; 2025Q1: 712,227 shares; 2025Q2: 672,561 shares; 2025Q3: 694,294 shares; 2025Q4: 789,197 shares; 2026Q1: 767,846 shares 767,846 $17.6M 0.03% -21,351 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,134 shares; 2024Q4: 15,803 shares; 2025Q1: 10,748 shares; 2025Q2: 12,458 shares; 2025Q3: 16,410 shares; 2025Q4: 30,948 shares; 2026Q1: 31,292 shares 31,292 $17.6M 0.03% +344 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,059 shares; 2024Q4: 6,528 shares; 2025Q1: 6,441 shares; 2025Q2: 7,574 shares; 2025Q3: 8,074 shares; 2025Q4: 6,697 shares; 2026Q1: 114,260 shares 114,260 $17.6M 0.03% +107,563 Timeline APO 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: 103,429 shares; 2024Q4: 112,730 shares; 2025Q1: 103,549 shares; 2025Q2: 116,240 shares; 2025Q3: 139,458 shares; 2025Q4: 135,652 shares; 2026Q1: 179,406 shares 179,406 $17.5M 0.03% +43,754 Timeline BSJQ 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: 206,616 shares; 2024Q4: 264,892 shares; 2025Q1: 348,214 shares; 2025Q2: 547,041 shares; 2025Q3: 678,412 shares; 2025Q4: 669,888 shares; 2026Q1: 752,293 shares 752,293 $17.4M 0.03% +82,405 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 6,677 shares; 2025Q1: 6,677 shares; 2025Q2: 6,677 shares; 2025Q3: 6,677 shares; 2025Q4: not reported; 2026Q1: 424,612 shares 424,612 $17.4M 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,467 shares; 2024Q4: 44,382 shares; 2025Q1: 47,872 shares; 2025Q2: 59,095 shares; 2025Q3: 86,633 shares; 2025Q4: 75,757 shares; 2026Q1: 83,502 shares 83,502 $17.4M 0.03% +7,745 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,001 shares; 2024Q4: 151,302 shares; 2025Q1: 164,529 shares; 2025Q2: 253,358 shares; 2025Q3: 267,063 shares; 2025Q4: 198,003 shares; 2026Q1: 186,490 shares 186,490 $17.4M 0.03% -11,513 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: 34,474 shares; 2024Q4: 98,283 shares; 2025Q1: 92,295 shares; 2025Q2: 209,877 shares; 2025Q3: 107,154 shares; 2025Q4: 113,824 shares; 2026Q1: 105,754 shares 105,754 $17.4M 0.03% -8,070 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: 460,960 shares; 2024Q4: 564,966 shares; 2025Q1: 441,859 shares; 2025Q2: 1,174,281 shares; 2025Q3: 1,216,837 shares; 2025Q4: 461,718 shares; 2026Q1: 409,181 shares 409,181 $17.3M 0.03% -52,537 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: 180,309 shares; 2024Q4: 264,807 shares; 2025Q1: 411,254 shares; 2025Q2: 439,997 shares; 2025Q3: 520,028 shares; 2025Q4: 480,178 shares; 2026Q1: 430,635 shares 430,635 $17.3M 0.03% -49,543 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,216 shares; 2025Q2: 6,921 shares; 2025Q3: 11,525 shares; 2025Q4: 11,882 shares; 2026Q1: 27,186 shares 27,186 $17.3M 0.03% +15,304 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,924 shares; 2024Q4: 307,749 shares; 2025Q1: 329,278 shares; 2025Q2: 407,736 shares; 2025Q3: 507,543 shares; 2025Q4: 457,185 shares; 2026Q1: 375,203 shares 375,203 $17.3M 0.03% -81,982 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,497 shares; 2024Q4: 239,738 shares; 2025Q1: 248,264 shares; 2025Q2: 246,102 shares; 2025Q3: 257,669 shares; 2025Q4: 251,139 shares; 2026Q1: 247,916 shares 247,916 $17.2M 0.03% -3,223 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 7,494 shares; 2025Q1: 8,474 shares; 2025Q2: 11,620 shares; 2025Q3: 224,655 shares; 2025Q4: 217,072 shares; 2026Q1: 199,726 shares 199,726 $17.2M 0.03% -17,346 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,348 shares; 2024Q4: 254,257 shares; 2025Q1: 302,933 shares; 2025Q2: 365,792 shares; 2025Q3: 407,173 shares; 2025Q4: 315,525 shares; 2026Q1: 379,229 shares 379,229 $17.2M 0.03% +63,704 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,677 shares; 2024Q4: 294,333 shares; 2025Q1: 299,299 shares; 2025Q2: 298,444 shares; 2025Q3: 340,897 shares; 2025Q4: 351,859 shares; 2026Q1: 364,615 shares 364,615 $17.1M 0.03% +12,756 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870,944 shares; 2024Q4: 289,687 shares; 2025Q1: 342,831 shares; 2025Q2: 823,435 shares; 2025Q3: 832,178 shares; 2025Q4: 522,833 shares; 2026Q1: 426,795 shares 426,795 $17.1M 0.03% -96,038 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,303 shares; 2024Q4: 344,437 shares; 2025Q1: 596,409 shares; 2025Q2: 537,180 shares; 2025Q3: 566,988 shares; 2025Q4: 495,459 shares; 2026Q1: 482,185 shares 482,185 $17.1M 0.03% -13,274 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,474 shares; 2024Q4: 333,610 shares; 2025Q1: 297,228 shares; 2025Q2: 353,004 shares; 2025Q3: 374,792 shares; 2025Q4: 301,548 shares; 2026Q1: 321,287 shares 321,287 $17M 0.02% +19,739 Timeline GPIX 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: 25,655 shares; 2024Q4: 53,715 shares; 2025Q1: 97,491 shares; 2025Q2: 115,986 shares; 2025Q3: 192,366 shares; 2025Q4: 277,659 shares; 2026Q1: 336,869 shares 336,869 $16.9M 0.02% +59,210 Timeline DFCF 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: 138,428 shares; 2024Q4: 144,233 shares; 2025Q1: 413,630 shares; 2025Q2: 362,468 shares; 2025Q3: 415,773 shares; 2025Q4: 508,821 shares; 2026Q1: 398,428 shares 398,428 $16.8M 0.02% -110,393 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,939 shares; 2024Q4: 99,739 shares; 2025Q1: 95,351 shares; 2025Q2: 114,130 shares; 2025Q3: 197,262 shares; 2025Q4: 184,198 shares; 2026Q1: 203,996 shares 203,996 $16.8M 0.02% +19,798 Timeline VCLT 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: 330,435 shares; 2024Q4: 249,178 shares; 2025Q1: 223,004 shares; 2025Q2: 268,855 shares; 2025Q3: 246,019 shares; 2025Q4: 235,577 shares; 2026Q1: 224,641 shares 224,641 $16.8M 0.02% -10,936 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196,466 shares; 2024Q4: 1,051,511 shares; 2025Q1: 25,964 shares; 2025Q2: 957,469 shares; 2025Q3: 882,407 shares; 2025Q4: 763,216 shares; 2026Q1: 722,939 shares 722,939 $16.8M 0.02% -40,277 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,808 shares; 2024Q4: 147,672 shares; 2025Q1: 99,085 shares; 2025Q2: 312,786 shares; 2025Q3: 285,317 shares; 2025Q4: 212,994 shares; 2026Q1: 241,786 shares 241,786 $16.8M 0.02% +28,792 Timeline INCM 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: 114,468 shares; 2024Q4: 175,412 shares; 2025Q1: 250,043 shares; 2025Q2: 520,504 shares; 2025Q3: 606,459 shares; 2025Q4: 558,644 shares; 2026Q1: 580,223 shares 580,223 $16.7M 0.02% +21,579 Timeline NOCT 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: 968,751 shares; 2024Q4: 243,788 shares; 2025Q1: 231,542 shares; 2025Q2: 225,253 shares; 2025Q3: 282,642 shares; 2025Q4: 350,897 shares; 2026Q1: 295,397 shares 295,397 $16.7M 0.02% -55,500 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,479 shares; 2024Q4: 357,569 shares; 2025Q1: 350,290 shares; 2025Q2: 364,517 shares; 2025Q3: 344,464 shares; 2025Q4: 301,471 shares; 2026Q1: 207,713 shares 207,713 $16.6M 0.02% -93,758 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,881 shares; 2024Q4: 95,931 shares; 2025Q1: 108,898 shares; 2025Q2: 72,482 shares; 2025Q3: 103,536 shares; 2025Q4: 128,040 shares; 2026Q1: 129,997 shares 129,997 $16.6M 0.02% +1,957 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,894 shares; 2024Q4: 128,304 shares; 2025Q1: 175,445 shares; 2025Q2: 168,290 shares; 2025Q3: 161,366 shares; 2025Q4: 94,252 shares; 2026Q1: 94,995 shares 94,995 $16.6M 0.02% +743 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,972 shares; 2024Q4: 44,059 shares; 2025Q1: 32,195 shares; 2025Q2: 36,116 shares; 2025Q3: 42,885 shares; 2025Q4: 31,369 shares; 2026Q1: 38,303 shares 38,303 $16.6M 0.02% +6,934 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,484 shares; 2024Q4: 387,925 shares; 2025Q1: 529,784 shares; 2025Q2: 427,476 shares; 2025Q3: 434,486 shares; 2025Q4: 456,966 shares; 2026Q1: 345,373 shares 345,373 $16.5M 0.02% -111,593 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565,357 shares; 2024Q4: 500,394 shares; 2025Q1: 312,635 shares; 2025Q2: 320,815 shares; 2025Q3: 680,721 shares; 2025Q4: 512,066 shares; 2026Q1: 572,748 shares 572,748 $16.4M 0.02% +60,682 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,252 shares; 2024Q4: 160,580 shares; 2025Q1: 160,118 shares; 2025Q2: 147,245 shares; 2025Q3: 146,088 shares; 2025Q4: 167,262 shares; 2026Q1: 162,900 shares 162,900 $16.4M 0.02% -4,362 Timeline SPGM 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: 80,270 shares; 2024Q4: 85,756 shares; 2025Q1: 69,339 shares; 2025Q2: 75,031 shares; 2025Q3: 128,753 shares; 2025Q4: 183,812 shares; 2026Q1: 216,215 shares 216,215 $16.4M 0.02% +32,403 Timeline IDHQ 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: 138,475 shares; 2024Q4: 157,279 shares; 2025Q1: 220,241 shares; 2025Q2: 201,127 shares; 2025Q3: 231,018 shares; 2025Q4: 224,132 shares; 2026Q1: 460,531 shares 460,531 $16.3M 0.02% +236,399 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 15,053 shares; 2025Q1: 12,677 shares; 2025Q2: 13,064 shares; 2025Q3: 83,439 shares; 2025Q4: 75,909 shares; 2026Q1: 74,870 shares 74,870 $16.2M 0.02% -1,039 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 820,431 shares; 2025Q1: 11 shares; 2025Q2: 560,135 shares; 2025Q3: 477,106 shares; 2025Q4: 388,693 shares; 2026Q1: 582,090 shares 582,090 $16.2M 0.02% +193,397 Timeline FIVA 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: 68,401 shares; 2024Q4: 63,225 shares; 2025Q1: 36,381 shares; 2025Q2: 113,125 shares; 2025Q3: 144,119 shares; 2025Q4: 106,099 shares; 2026Q1: 463,678 shares 463,678 $16.1M 0.02% +357,579 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,807 shares; 2024Q4: 189,203 shares; 2025Q1: 36,582 shares; 2025Q2: 446,707 shares; 2025Q3: 447,192 shares; 2025Q4: 436,700 shares; 2026Q1: 402,444 shares 402,444 $16.1M 0.02% -34,256 Timeline GBIL 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: 89,632 shares; 2024Q4: 96,417 shares; 2025Q1: 72,565 shares; 2025Q2: 123,764 shares; 2025Q3: 189,352 shares; 2025Q4: 145,623 shares; 2026Q1: 160,958 shares 160,958 $16.1M 0.02% +15,335 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: 18,744 shares; 2024Q4: 3,230 shares; 2025Q1: 1,309 shares; 2025Q2: 4,167 shares; 2025Q3: 260,058 shares; 2025Q4: 252,145 shares; 2026Q1: 217,084 shares 217,084 $16.1M 0.02% -35,061 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,512 shares; 2024Q4: 125,378 shares; 2025Q1: 216,178 shares; 2025Q2: 192,892 shares; 2025Q3: 207,479 shares; 2025Q4: 251,229 shares; 2026Q1: 224,712 shares 224,712 $16.1M 0.02% -26,517 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 7,505 shares; 2025Q1: 13,160 shares; 2025Q2: 24,516 shares; 2025Q3: 285,982 shares; 2025Q4: 441,651 shares; 2026Q1: 462,425 shares 462,425 $16.1M 0.02% +20,774 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,338 shares; 2024Q4: 105,665 shares; 2025Q1: 91,336 shares; 2025Q2: 91,002 shares; 2025Q3: 96,063 shares; 2025Q4: 92,901 shares; 2026Q1: 95,031 shares 95,031 $16.1M 0.02% +2,130 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: 1,307,696 shares; 2024Q4: 423,762 shares; 2025Q1: 371,597 shares; 2025Q2: 336,948 shares; 2025Q3: 340,107 shares; 2025Q4: 314,743 shares; 2026Q1: 266,290 shares 266,290 $16M 0.02% -48,453 Timeline DFSD 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: 66,800 shares; 2024Q4: 68,665 shares; 2025Q1: 350,864 shares; 2025Q2: 346,699 shares; 2025Q3: 342,665 shares; 2025Q4: 364,026 shares; 2026Q1: 332,486 shares 332,486 $15.9M 0.02% -31,540 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,546 shares; 2024Q4: 74,830 shares; 2025Q1: 57,745 shares; 2025Q2: 68,648 shares; 2025Q3: 105,246 shares; 2025Q4: 82,149 shares; 2026Q1: 80,283 shares 80,283 $15.9M 0.02% -1,866 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: 94,295 shares; 2024Q4: 97,035 shares; 2025Q1: 120,624 shares; 2025Q2: 242,671 shares; 2025Q3: 476,556 shares; 2025Q4: 336,056 shares; 2026Q1: 336,244 shares 336,244 $15.9M 0.02% +188 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 36,945 shares; 2025Q1: 24,951 shares; 2025Q2: 29,545 shares; 2025Q3: 207,681 shares; 2025Q4: 385,544 shares; 2026Q1: 413,653 shares 413,653 $15.9M 0.02% +28,109 Timeline DUHP 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: 249,156 shares; 2024Q4: 259,077 shares; 2025Q1: 441,060 shares; 2025Q2: 352,380 shares; 2025Q3: 472,193 shares; 2025Q4: 578,702 shares; 2026Q1: 430,939 shares 430,939 $15.8M 0.02% -147,763 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,587 shares; 2024Q4: 129,906 shares; 2025Q1: 161,709 shares; 2025Q2: 125,310 shares; 2025Q3: 597,369 shares; 2025Q4: 550,494 shares; 2026Q1: 546,182 shares 546,182 $15.7M 0.02% -4,312 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,619 shares; 2024Q4: 8,106 shares; 2025Q1: 10,089 shares; 2025Q2: 10,376 shares; 2025Q3: 71,023 shares; 2025Q4: 71,902 shares; 2026Q1: 70,919 shares 70,919 $15.7M 0.02% -983 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 10,388 shares; 2025Q1: 5,722 shares; 2025Q2: 7,233 shares; 2025Q3: 20,748 shares; 2025Q4: 16,830 shares; 2026Q1: 14,329 shares 14,329 $15.7M 0.02% -2,501 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,398 shares; 2024Q4: 81,277 shares; 2025Q1: 54,135 shares; 2025Q2: 166,378 shares; 2025Q3: 154,528 shares; 2025Q4: 87,516 shares; 2026Q1: 107,069 shares 107,069 $15.6M 0.02% +19,553 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,227 shares; 2024Q4: 119,134 shares; 2025Q1: 121,777 shares; 2025Q2: 120,944 shares; 2025Q3: 142,630 shares; 2025Q4: 132,161 shares; 2026Q1: 122,500 shares 122,500 $15.6M 0.02% -9,661 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,320 shares; 2024Q4: 238,644 shares; 2025Q1: 168,799 shares; 2025Q2: 168,897 shares; 2025Q3: 166,824 shares; 2025Q4: 156,772 shares; 2026Q1: 128,358 shares 128,358 $15.6M 0.02% -28,414 Timeline IGLB 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: 141,574 shares; 2024Q4: 207,158 shares; 2025Q1: 245,046 shares; 2025Q2: 362,211 shares; 2025Q3: 409,548 shares; 2025Q4: 303,855 shares; 2026Q1: 312,516 shares 312,516 $15.5M 0.02% +8,661 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 4,829 shares; 2025Q1: 1,629 shares; 2025Q2: 3,787 shares; 2025Q3: 24,938 shares; 2025Q4: 44,718 shares; 2026Q1: 46,653 shares 46,653 $15.4M 0.02% +1,935 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,741 shares; 2024Q4: 151,632 shares; 2025Q1: 202,573 shares; 2025Q2: 255,407 shares; 2025Q3: 358,471 shares; 2025Q4: 345,649 shares; 2026Q1: 339,086 shares 339,086 $15.4M 0.02% -6,563 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,236 shares; 2024Q4: 221,576 shares; 2025Q1: 475,779 shares; 2025Q2: 436,343 shares; 2025Q3: 469,168 shares; 2025Q4: 387,032 shares; 2026Q1: 330,112 shares 330,112 $15.4M 0.02% -56,920 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,065 shares; 2024Q4: 38,256 shares; 2025Q1: 37,579 shares; 2025Q2: 41,055 shares; 2025Q3: 41,090 shares; 2025Q4: 43,363 shares; 2026Q1: 44,566 shares 44,566 $15.4M 0.02% +1,203 Timeline SPGP 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: 277,225 shares; 2024Q4: 231,281 shares; 2025Q1: 201,942 shares; 2025Q2: 176,789 shares; 2025Q3: 195,608 shares; 2025Q4: 160,754 shares; 2026Q1: 141,214 shares 141,214 $15.2M 0.02% -19,540 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,730 shares; 2024Q4: 75,581 shares; 2025Q1: 65,547 shares; 2025Q2: 97,109 shares; 2025Q3: 155,220 shares; 2025Q4: 100,483 shares; 2026Q1: 127,551 shares 127,551 $15.1M 0.02% +27,068 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: 91,619 shares; 2024Q4: 92,199 shares; 2025Q1: 92,246 shares; 2025Q2: 97,883 shares; 2025Q3: 98,703 shares; 2025Q4: 98,465 shares; 2026Q1: 101,942 shares 101,942 $15M 0.02% +3,477 Timeline USRT 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: 357,841 shares; 2024Q4: 380,130 shares; 2025Q1: 262,259 shares; 2025Q2: 264,058 shares; 2025Q3: 297,324 shares; 2025Q4: 237,501 shares; 2026Q1: 253,954 shares 253,954 $15M 0.02% +16,453 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,496 shares; 2024Q4: 171,267 shares; 2025Q1: 219,683 shares; 2025Q2: 227,585 shares; 2025Q3: 222,347 shares; 2025Q4: 161,657 shares; 2026Q1: 123,184 shares 123,184 $15M 0.02% -38,473 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 5,749 shares; 2025Q1: 6,853 shares; 2025Q2: 147,307 shares; 2025Q3: 142,307 shares; 2025Q4: 145,946 shares; 2026Q1: 136,338 shares 136,338 $15M 0.02% -9,608 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,701 shares; 2024Q4: 158,250 shares; 2025Q1: 156,958 shares; 2025Q2: 166,193 shares; 2025Q3: 177,696 shares; 2025Q4: 185,244 shares; 2026Q1: 190,741 shares 190,741 $15M 0.02% +5,497 Timeline MEAR 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: 109,101 shares; 2024Q4: 121,334 shares; 2025Q1: 113,376 shares; 2025Q2: 217,177 shares; 2025Q3: 220,116 shares; 2025Q4: 231,991 shares; 2026Q1: 296,533 shares 296,533 $14.9M 0.02% +64,542 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 18,368 shares; 2025Q1: 21,837 shares; 2025Q2: 29,453 shares; 2025Q3: 40,235 shares; 2025Q4: 34,850 shares; 2026Q1: 35,141 shares 35,141 $14.9M 0.02% +291 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,102 shares; 2024Q4: 232,409 shares; 2025Q1: 255,058 shares; 2025Q2: 384,989 shares; 2025Q3: 396,757 shares; 2025Q4: 383,702 shares; 2026Q1: 484,377 shares 484,377 $14.9M 0.02% +100,675 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 758 shares; 2025Q1: 1,770 shares; 2025Q2: 3,287 shares; 2025Q3: 62,417 shares; 2025Q4: 55,956 shares; 2026Q1: 45,231 shares 45,231 $14.9M 0.02% -10,725 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: 67,289 shares; 2024Q4: 81,825 shares; 2025Q1: 119,482 shares; 2025Q2: 231,495 shares; 2025Q3: 293,807 shares; 2025Q4: 378,048 shares; 2026Q1: 662,459 shares 662,459 $14.8M 0.02% +284,411 Timeline PJUL 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: 590,919 shares; 2024Q4: 542,989 shares; 2025Q1: 474,433 shares; 2025Q2: 446,715 shares; 2025Q3: 610,470 shares; 2025Q4: 449,266 shares; 2026Q1: 322,128 shares 322,128 $14.8M 0.02% -127,138 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,555 shares; 2024Q4: 103,037 shares; 2025Q1: 123,622 shares; 2025Q2: 142,545 shares; 2025Q3: 180,256 shares; 2025Q4: 143,752 shares; 2026Q1: 153,027 shares 153,027 $14.8M 0.02% +9,275 Timeline NJUL 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: 163,274 shares; 2024Q4: 219,357 shares; 2025Q1: 215,390 shares; 2025Q2: 206,638 shares; 2025Q3: 296,944 shares; 2025Q4: 281,863 shares; 2026Q1: 206,652 shares 206,652 $14.8M 0.02% -75,211 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: 60,839 shares; 2024Q4: 66,518 shares; 2025Q1: 72,972 shares; 2025Q2: 108,085 shares; 2025Q3: 106,123 shares; 2025Q4: 93,321 shares; 2026Q1: 100,829 shares 100,829 $14.7M 0.02% +7,508 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,238 shares; 2024Q4: 314,284 shares; 2025Q1: 372,450 shares; 2025Q2: 339,845 shares; 2025Q3: 318,840 shares; 2025Q4: 315,802 shares; 2026Q1: 923,916 shares 923,916 $14.7M 0.02% +608,114 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,208 shares; 2024Q4: 75,396 shares; 2025Q1: 346,380 shares; 2025Q2: 258,157 shares; 2025Q3: 324,105 shares; 2025Q4: 382,501 shares; 2026Q1: 281,033 shares 281,033 $14.7M 0.02% -101,468 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,379 shares; 2024Q4: 246,590 shares; 2025Q1: 242,109 shares; 2025Q2: 292,728 shares; 2025Q3: 333,768 shares; 2025Q4: 212,547 shares; 2026Q1: 260,301 shares 260,301 $14.7M 0.02% +47,754 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,165 shares; 2024Q4: 59,548 shares; 2025Q1: 36,052 shares; 2025Q2: 52,028 shares; 2025Q3: 53,554 shares; 2025Q4: 36,704 shares; 2026Q1: 34,213 shares 34,213 $14.6M 0.02% -2,491 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: 35,231 shares; 2024Q4: 27,711 shares; 2025Q1: 27,581 shares; 2025Q2: 30,441 shares; 2025Q3: 95,665 shares; 2025Q4: 99,641 shares; 2026Q1: 91,342 shares 91,342 $14.5M 0.02% -8,299 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: 177,173 shares; 2024Q4: 178,613 shares; 2025Q1: 206,857 shares; 2025Q2: 256,118 shares; 2025Q3: 287,149 shares; 2025Q4: 317,738 shares; 2026Q1: 299,195 shares 299,195 $14.5M 0.02% -18,543 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 10,621 shares; 2025Q1: 13,664 shares; 2025Q2: 57,017 shares; 2025Q3: 75,646 shares; 2025Q4: 76,159 shares; 2026Q1: 215,910 shares 215,910 $14.5M 0.02% +139,751 Timeline PXH 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: 15,045 shares; 2024Q4: 17,694 shares; 2025Q1: 730,938 shares; 2025Q2: 743,516 shares; 2025Q3: 643,009 shares; 2025Q4: 598,737 shares; 2026Q1: 536,561 shares 536,561 $14.4M 0.02% -62,176 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,159 shares; 2024Q4: 45,535 shares; 2025Q1: 37,014 shares; 2025Q2: 46,185 shares; 2025Q3: 61,767 shares; 2025Q4: 42,915 shares; 2026Q1: 45,928 shares 45,928 $14.4M 0.02% +3,013 Timeline IWL 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: 60,050 shares; 2024Q4: 61,048 shares; 2025Q1: 18,753 shares; 2025Q2: 58,623 shares; 2025Q3: 53,467 shares; 2025Q4: 52,128 shares; 2026Q1: 89,771 shares 89,771 $14.4M 0.02% +37,643 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,357 shares; 2024Q4: 79,365 shares; 2025Q1: 52,400 shares; 2025Q2: 75,269 shares; 2025Q3: 100,391 shares; 2025Q4: 70,060 shares; 2026Q1: 75,916 shares 75,916 $14.4M 0.02% +5,856 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,503 shares; 2024Q4: 163,434 shares; 2025Q1: 170,906 shares; 2025Q2: 121,623 shares; 2025Q3: 107,649 shares; 2025Q4: 111,314 shares; 2026Q1: 108,414 shares 108,414 $14.4M 0.02% -2,900 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: 988,130 shares; 2024Q4: 628,073 shares; 2025Q1: 654,140 shares; 2025Q2: 961,656 shares; 2025Q3: 1,209,821 shares; 2025Q4: 1,555,318 shares; 2026Q1: 1,430,015 shares 1,430,015 $14.3M 0.02% -125,303 Timeline FDD 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: 45,860 shares; 2024Q4: 47,981 shares; 2025Q1: 9,329 shares; 2025Q2: 569,857 shares; 2025Q3: 849,916 shares; 2025Q4: 884,982 shares; 2026Q1: 801,946 shares 801,946 $14.3M 0.02% -83,036 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,673 shares; 2024Q4: 88,659 shares; 2025Q1: 106,743 shares; 2025Q2: 115,106 shares; 2025Q3: 122,856 shares; 2025Q4: 142,256 shares; 2026Q1: 124,792 shares 124,792 $14.3M 0.02% -17,464 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,222 shares; 2024Q4: 144,293 shares; 2025Q1: 151,012 shares; 2025Q2: 166,236 shares; 2025Q3: 186,413 shares; 2025Q4: 165,525 shares; 2026Q1: 153,313 shares 153,313 $14.3M 0.02% -12,212 Timeline XME 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: 409,521 shares; 2024Q4: 407,690 shares; 2025Q1: 231,774 shares; 2025Q2: 117,677 shares; 2025Q3: 129,159 shares; 2025Q4: 120,415 shares; 2026Q1: 131,884 shares 131,884 $14.2M 0.02% +11,469 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,599 shares; 2024Q4: 41,429 shares; 2025Q1: 41,218 shares; 2025Q2: 47,118 shares; 2025Q3: 49,164 shares; 2025Q4: 42,045 shares; 2026Q1: 39,479 shares 39,479 $14.2M 0.02% -2,566 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,799 shares; 2024Q4: 151,974 shares; 2025Q1: 118,434 shares; 2025Q2: 140,666 shares; 2025Q3: 307,532 shares; 2025Q4: 180,465 shares; 2026Q1: 166,115 shares 166,115 $14.2M 0.02% -14,350 Timeline CGHM 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: 15,137 shares; 2024Q4: 30,466 shares; 2025Q1: 96,802 shares; 2025Q2: 250,401 shares; 2025Q3: 666,466 shares; 2025Q4: 652,379 shares; 2026Q1: 556,990 shares 556,990 $14.1M 0.02% -95,389 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,892 shares; 2024Q4: 100,249 shares; 2025Q1: 76,056 shares; 2025Q2: 187,568 shares; 2025Q3: 393,376 shares; 2025Q4: 305,966 shares; 2026Q1: 303,870 shares 303,870 $14.1M 0.02% -2,096 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,973 shares; 2024Q4: 45,881 shares; 2025Q1: 41,205 shares; 2025Q2: 49,162 shares; 2025Q3: 52,039 shares; 2025Q4: 62,492 shares; 2026Q1: 49,080 shares 49,080 $14.1M 0.02% -13,412 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 1,720 shares; 2025Q1: 592 shares; 2025Q2: 1,758 shares; 2025Q3: 57,551 shares; 2025Q4: 56,518 shares; 2026Q1: 56,132 shares 56,132 $14.1M 0.02% -386 Timeline FSEP 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: 447,864 shares; 2024Q4: 337,572 shares; 2025Q1: 314,798 shares; 2025Q2: 330,359 shares; 2025Q3: 336,632 shares; 2025Q4: 308,536 shares; 2026Q1: 278,924 shares 278,924 $14M 0.02% -29,612 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,226 shares; 2024Q4: 255,361 shares; 2025Q1: 216,998 shares; 2025Q2: 331,471 shares; 2025Q3: 314,947 shares; 2025Q4: 304,001 shares; 2026Q1: 165,171 shares 165,171 $14M 0.02% -138,830 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,442 shares; 2026Q1: 121,348 shares 121,348 $14M 0.02% +75,906 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,578 shares; 2024Q4: 448,339 shares; 2025Q1: 493,717 shares; 2025Q2: 302,189 shares; 2025Q3: 343,152 shares; 2025Q4: 346,790 shares; 2026Q1: 329,652 shares 329,652 $14M 0.02% -17,138 Timeline TAFI 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: 283,593 shares; 2024Q4: 341,500 shares; 2025Q1: 343,726 shares; 2025Q2: 472,485 shares; 2025Q3: 563,267 shares; 2025Q4: 599,492 shares; 2026Q1: 548,655 shares 548,655 $13.8M 0.02% -50,837 Timeline IBTH 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: 393,976 shares; 2024Q4: 524,979 shares; 2025Q1: 560,106 shares; 2025Q2: 564,728 shares; 2025Q3: 569,497 shares; 2025Q4: 601,401 shares; 2026Q1: 614,994 shares 614,994 $13.8M 0.02% +13,593 Timeline DFAX 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: 314,029 shares; 2024Q4: 391,345 shares; 2025Q1: 399,762 shares; 2025Q2: 555,439 shares; 2025Q3: 596,902 shares; 2025Q4: 426,012 shares; 2026Q1: 406,157 shares 406,157 $13.8M 0.02% -19,855 Timeline DCOR 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: 93,562 shares; 2024Q4: 114,705 shares; 2025Q1: 47,069 shares; 2025Q2: 185,113 shares; 2025Q3: 211,686 shares; 2025Q4: 268,918 shares; 2026Q1: 191,188 shares 191,188 $13.8M 0.02% -77,730 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,277 shares; 2024Q4: 170,219 shares; 2025Q1: 427,470 shares; 2025Q2: 354,744 shares; 2025Q3: 504,997 shares; 2025Q4: 509,326 shares; 2026Q1: 625,733 shares 625,733 $13.8M 0.02% +116,407 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: 148,782 shares; 2024Q4: 151,026 shares; 2025Q1: 141,929 shares; 2025Q2: 154,006 shares; 2025Q3: 171,790 shares; 2025Q4: 137,335 shares; 2026Q1: 140,199 shares 140,199 $13.7M 0.02% +2,864 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,415 shares; 2024Q4: 904 shares; 2025Q1: 7,378 shares; 2025Q2: 4,344 shares; 2025Q3: 84,941 shares; 2025Q4: 85,402 shares; 2026Q1: 93,314 shares 93,314 $13.7M 0.02% +7,912 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,023 shares; 2024Q4: 362,073 shares; 2025Q1: 254,238 shares; 2025Q2: 269,313 shares; 2025Q3: 249,061 shares; 2025Q4: 73,189 shares; 2026Q1: 151,818 shares 151,818 $13.6M 0.02% +78,629 Timeline CWB 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: 301,722 shares; 2024Q4: 310,223 shares; 2025Q1: 215,192 shares; 2025Q2: 182,343 shares; 2025Q3: 343,076 shares; 2025Q4: 167,827 shares; 2026Q1: 148,772 shares 148,772 $13.6M 0.02% -19,055 Timeline XJUN 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: 263,610 shares; 2024Q4: 234,906 shares; 2025Q1: 224,714 shares; 2025Q2: 207,881 shares; 2025Q3: 344,903 shares; 2025Q4: 334,612 shares; 2026Q1: 316,615 shares 316,615 $13.6M 0.02% -17,997 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,417 shares 69,417 $13.6M 0.02% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 4,002 shares; 2025Q1: 124,955 shares; 2025Q2: 129,464 shares; 2025Q3: 144,125 shares; 2025Q4: 119,901 shares; 2026Q1: 130,979 shares 130,979 $13.6M 0.02% +11,078 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 913 shares; 2025Q1: 254 shares; 2025Q2: 611 shares; 2025Q3: 225,862 shares; 2025Q4: 219,705 shares; 2026Q1: 221,129 shares 221,129 $13.6M 0.02% +1,424 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,137 shares; 2024Q4: 20,033 shares; 2025Q1: 12,030 shares; 2025Q2: 25,661 shares; 2025Q3: 24,852 shares; 2025Q4: 39,264 shares; 2026Q1: 37,224 shares 37,224 $13.6M 0.02% -2,040 Timeline FHLC 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: 171,269 shares; 2024Q4: 143,687 shares; 2025Q1: 219,226 shares; 2025Q2: 207,447 shares; 2025Q3: 234,227 shares; 2025Q4: 257,592 shares; 2026Q1: 192,669 shares 192,669 $13.6M 0.02% -64,923 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,514 shares; 2024Q4: 161,607 shares; 2025Q1: 99,791 shares; 2025Q2: 113,005 shares; 2025Q3: 110,806 shares; 2025Q4: 142,278 shares; 2026Q1: 146,946 shares 146,946 $13.6M 0.02% +4,668 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 11,211 shares; 2025Q1: 18,234 shares; 2025Q2: 23,257 shares; 2025Q3: 22,931 shares; 2025Q4: 18,760 shares; 2026Q1: 34,381 shares 34,381 $13.6M 0.02% +15,621 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,933 shares; 2024Q4: 594,634 shares; 2025Q1: 601,289 shares; 2025Q2: 548,078 shares; 2025Q3: 594,722 shares; 2025Q4: 578,982 shares; 2026Q1: 300,747 shares 300,747 $13.5M 0.02% -278,235 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: 96,864 shares; 2024Q4: 102,744 shares; 2025Q1: 69,091 shares; 2025Q2: 143,710 shares; 2025Q3: 119,338 shares; 2025Q4: 57,578 shares; 2026Q1: 47,878 shares 47,878 $13.5M 0.02% -9,700 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,306 shares; 2026Q1: 176,797 shares 176,797 $13.5M 0.02% +138,491 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: 239,429 shares; 2024Q4: 73,561 shares; 2025Q1: 131,462 shares; 2025Q2: 383,845 shares; 2025Q3: 587,684 shares; 2025Q4: 624,825 shares; 2026Q1: 542,993 shares 542,993 $13.5M 0.02% -81,832 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: 75,935 shares; 2024Q4: 71,609 shares; 2025Q1: 57,178 shares; 2025Q2: 70,387 shares; 2025Q3: 71,600 shares; 2025Q4: 66,200 shares; 2026Q1: 67,980 shares 67,980 $13.4M 0.02% +1,780 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: 774,564 shares; 2024Q4: 703,472 shares; 2025Q1: 693,419 shares; 2025Q2: 722,611 shares; 2025Q3: 648,089 shares; 2025Q4: 654,521 shares; 2026Q1: 703,169 shares 703,169 $13.4M 0.02% +48,648 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,660 shares; 2024Q4: 61,503 shares; 2025Q1: 69,987 shares; 2025Q2: 87,233 shares; 2025Q3: 92,939 shares; 2025Q4: 76,186 shares; 2026Q1: 78,899 shares 78,899 $13.4M 0.02% +2,713 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: 658,248 shares; 2024Q4: 701,544 shares; 2025Q1: 852,860 shares; 2025Q2: 849,264 shares; 2025Q3: 960,331 shares; 2025Q4: 1,052,382 shares; 2026Q1: 1,208,563 shares 1,208,563 $13.3M 0.02% +156,181 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,066 shares; 2024Q4: 261,515 shares; 2025Q1: 284,082 shares; 2025Q2: 330,115 shares; 2025Q3: 336,660 shares; 2025Q4: 306,705 shares; 2026Q1: 242,476 shares 242,476 $13.3M 0.02% -64,229 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: 11,477 shares; 2025Q1: 13,321 shares; 2025Q2: 20,425 shares; 2025Q3: 122,762 shares; 2025Q4: 102,539 shares; 2026Q1: 93,088 shares 93,088 $13.3M 0.02% -9,451 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,023 shares; 2024Q4: 125,515 shares; 2025Q1: 134,820 shares; 2025Q2: 147,158 shares; 2025Q3: 168,025 shares; 2025Q4: 173,455 shares; 2026Q1: 149,611 shares 149,611 $13.2M 0.02% -23,844 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,457 shares; 2024Q4: 115,444 shares; 2025Q1: 97,564 shares; 2025Q2: 127,641 shares; 2025Q3: 205,502 shares; 2025Q4: 158,208 shares; 2026Q1: 144,701 shares 144,701 $13.2M 0.02% -13,507 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,761 shares; 2024Q4: 106,415 shares; 2025Q1: 102,871 shares; 2025Q2: 113,155 shares; 2025Q3: 218,313 shares; 2025Q4: 187,812 shares; 2026Q1: 161,014 shares 161,014 $13.2M 0.02% -26,798 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,467 shares; 2024Q4: 11,813 shares; 2025Q1: 11,932 shares; 2025Q2: 11,802 shares; 2025Q3: 348,941 shares; 2025Q4: 339,873 shares; 2026Q1: 321,746 shares 321,746 $13.2M 0.02% -18,127 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694,650 shares; 2024Q4: 471,130 shares; 2025Q1: 454,562 shares; 2025Q2: 409,498 shares; 2025Q3: 509,876 shares; 2025Q4: 439,839 shares; 2026Q1: 325,860 shares 325,860 $13.1M 0.02% -113,979 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,130 shares; 2024Q4: 148,339 shares; 2025Q1: 143,785 shares; 2025Q2: 161,262 shares; 2025Q3: 191,897 shares; 2025Q4: 160,552 shares; 2026Q1: 163,778 shares 163,778 $13M 0.02% +3,226 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,849 shares; 2024Q4: 60,945 shares; 2025Q1: 60,713 shares; 2025Q2: 74,703 shares; 2025Q3: 86,226 shares; 2025Q4: 84,797 shares; 2026Q1: 82,070 shares 82,070 $12.9M 0.02% -2,727 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: 35,988 shares; 2024Q4: 43,465 shares; 2025Q1: 119,452 shares; 2025Q2: 173,216 shares; 2025Q3: 233,816 shares; 2025Q4: 344,395 shares; 2026Q1: 593,186 shares 593,186 $12.9M 0.02% +248,791 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: 398,859 shares; 2024Q4: 463,390 shares; 2025Q1: 628,457 shares; 2025Q2: 721,147 shares; 2025Q3: 758,891 shares; 2025Q4: 537,138 shares; 2026Q1: 534,639 shares 534,639 $12.8M 0.02% -2,499 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,892 shares; 2024Q4: 134,435 shares; 2025Q1: 136,669 shares; 2025Q2: 166,742 shares; 2025Q3: 189,107 shares; 2025Q4: 166,367 shares; 2026Q1: 179,554 shares 179,554 $12.8M 0.02% +13,187 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,730 shares; 2024Q4: 62,821 shares; 2025Q1: 87,808 shares; 2025Q2: 123,916 shares; 2025Q3: 228,492 shares; 2025Q4: 150,131 shares; 2026Q1: 141,943 shares 141,943 $12.8M 0.02% -8,188 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,254 shares; 2024Q4: 134,061 shares; 2025Q1: 80,807 shares; 2025Q2: 201,616 shares; 2025Q3: 174,455 shares; 2025Q4: 187,360 shares; 2026Q1: 220,790 shares 220,790 $12.8M 0.02% +33,430 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,366 shares; 2024Q4: 80,357 shares; 2025Q1: 147,208 shares; 2025Q2: 147,624 shares; 2025Q3: 297,747 shares; 2025Q4: 292,197 shares; 2026Q1: 277,222 shares 277,222 $12.8M 0.02% -14,975 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 10,924 shares; 2025Q1: 35,578 shares; 2025Q2: 89,942 shares; 2025Q3: 165,446 shares; 2025Q4: 260,158 shares; 2026Q1: 378,155 shares 378,155 $12.8M 0.02% +117,997 Timeline BSCU 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: 311,404 shares; 2024Q4: 352,200 shares; 2025Q1: 456,433 shares; 2025Q2: 471,489 shares; 2025Q3: 499,828 shares; 2025Q4: 692,043 shares; 2026Q1: 763,061 shares 763,061 $12.8M 0.02% +71,018 Timeline FSMD 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: 79,243 shares; 2024Q4: 89,831 shares; 2025Q1: 187,194 shares; 2025Q2: 236,855 shares; 2025Q3: 336,519 shares; 2025Q4: 370,228 shares; 2026Q1: 284,471 shares 284,471 $12.7M 0.02% -85,757 Timeline IYK 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: 126,882 shares; 2024Q4: 108,108 shares; 2025Q1: 125,237 shares; 2025Q2: 137,128 shares; 2025Q3: 196,268 shares; 2025Q4: 188,196 shares; 2026Q1: 181,492 shares 181,492 $12.7M 0.02% -6,704 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 536 shares; 2025Q1: 506 shares; 2025Q2: 2,893 shares; 2025Q3: 71,841 shares; 2025Q4: 52,910 shares; 2026Q1: 107,440 shares 107,440 $12.7M 0.02% +54,530 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070,788 shares; 2024Q4: 1,110,597 shares; 2025Q1: 900,460 shares; 2025Q2: 1,083,581 shares; 2025Q3: 1,306,149 shares; 2025Q4: 712,369 shares; 2026Q1: 732,390 shares 732,390 $12.7M 0.02% +20,021 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,735 shares; 2024Q4: 352,151 shares; 2025Q1: 377,260 shares; 2025Q2: 371,677 shares; 2025Q3: 346,305 shares; 2025Q4: 273,127 shares; 2026Q1: 236,670 shares 236,670 $12.6M 0.02% -36,457 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,477 shares; 2024Q4: 495,738 shares; 2025Q1: 585,665 shares; 2025Q2: 506,268 shares; 2025Q3: 517,150 shares; 2025Q4: 539,562 shares; 2026Q1: 255,669 shares 255,669 $12.6M 0.02% -283,893 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,331 shares; 2024Q4: 231,227 shares; 2025Q1: 124,172 shares; 2025Q2: 241,024 shares; 2025Q3: 249,331 shares; 2025Q4: 247,173 shares; 2026Q1: 249,515 shares 249,515 $12.6M 0.02% +2,342 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,578 shares; 2024Q4: 240,664 shares; 2025Q1: 257,812 shares; 2025Q2: 371,330 shares; 2025Q3: 374,681 shares; 2025Q4: 299,329 shares; 2026Q1: 342,477 shares 342,477 $12.6M 0.02% +43,148 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,373 shares; 2024Q4: 320,109 shares; 2025Q1: 263,687 shares; 2025Q2: 268,134 shares; 2025Q3: 311,388 shares; 2025Q4: 296,657 shares; 2026Q1: 281,946 shares 281,946 $12.6M 0.02% -14,711 Timeline FLRT 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: 100,999 shares; 2024Q4: 146,402 shares; 2025Q1: 206,686 shares; 2025Q2: 200,702 shares; 2025Q3: 270,644 shares; 2025Q4: 276,668 shares; 2026Q1: 271,181 shares 271,181 $12.6M 0.02% -5,487 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,306 shares; 2024Q4: 33,452 shares; 2025Q1: 37,181 shares; 2025Q2: 42,430 shares; 2025Q3: 41,826 shares; 2025Q4: 38,864 shares; 2026Q1: 34,963 shares 34,963 $12.6M 0.02% -3,901 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,713 shares; 2024Q4: 32,006 shares; 2025Q1: 32,194 shares; 2025Q2: 48,268 shares; 2025Q3: 63,160 shares; 2025Q4: 57,824 shares; 2026Q1: 56,946 shares 56,946 $12.5M 0.02% -878 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,680 shares; 2024Q4: 227,004 shares; 2025Q1: 192,851 shares; 2025Q2: 340,114 shares; 2025Q3: 234,141 shares; 2025Q4: 213,133 shares; 2026Q1: 225,955 shares 225,955 $12.5M 0.02% +12,822 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,054 shares; 2024Q4: 225,258 shares; 2025Q1: 230,182 shares; 2025Q2: 203,906 shares; 2025Q3: 243,941 shares; 2025Q4: 276,341 shares; 2026Q1: 300,318 shares 300,318 $12.5M 0.02% +23,977 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,677 shares; 2024Q4: 90,163 shares; 2025Q1: 94,904 shares; 2025Q2: 56,888 shares; 2025Q3: 61,975 shares; 2025Q4: 63,327 shares; 2026Q1: 78,622 shares 78,622 $12.5M 0.02% +15,295 Timeline GSEP 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: 252,911 shares; 2024Q4: 241,875 shares; 2025Q1: 265,435 shares; 2025Q2: 232,872 shares; 2025Q3: 316,649 shares; 2025Q4: 389,050 shares; 2026Q1: 326,707 shares 326,707 $12.5M 0.02% -62,343 Timeline DFIC 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: 267,964 shares; 2024Q4: 307,985 shares; 2025Q1: 377,546 shares; 2025Q2: 499,841 shares; 2025Q3: 568,889 shares; 2025Q4: 640,645 shares; 2026Q1: 349,805 shares 349,805 $12.4M 0.02% -290,840 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,936 shares; 2024Q4: 106,197 shares; 2025Q1: 112,634 shares; 2025Q2: 126,885 shares; 2025Q3: 135,101 shares; 2025Q4: 131,354 shares; 2026Q1: 113,100 shares 113,100 $12.4M 0.02% -18,254 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: 42,881 shares; 2024Q4: 43,554 shares; 2025Q1: 37,483 shares; 2025Q2: 45,405 shares; 2025Q3: 50,535 shares; 2025Q4: 43,879 shares; 2026Q1: 42,149 shares 42,149 $12.4M 0.02% -1,730 Timeline NAPR 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: 140,016 shares; 2024Q4: 148,289 shares; 2025Q1: 138,752 shares; 2025Q2: 248,994 shares; 2025Q3: 330,361 shares; 2025Q4: 319,979 shares; 2026Q1: 225,685 shares 225,685 $12.3M 0.02% -94,294 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,787 shares; 2024Q4: 14,796 shares; 2025Q1: 27,044 shares; 2025Q2: 58,914 shares; 2025Q3: 107,740 shares; 2025Q4: 79,986 shares; 2026Q1: 59,589 shares 59,589 $12.3M 0.02% -20,397 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 5,613 shares; 2025Q1: 23,750 shares; 2025Q2: 70,192 shares; 2025Q3: 117,035 shares; 2025Q4: 198,785 shares; 2026Q1: 285,193 shares 285,193 $12.3M 0.02% +86,408 Timeline XDEC 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: 1,484,576 shares; 2024Q4: 400,307 shares; 2025Q1: 513,104 shares; 2025Q2: 140,037 shares; 2025Q3: 313,408 shares; 2025Q4: 304,397 shares; 2026Q1: 304,296 shares 304,296 $12.3M 0.02% -101 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: 161,782 shares; 2024Q4: 166,272 shares; 2025Q1: 184,145 shares; 2025Q2: 190,665 shares; 2025Q3: 198,492 shares; 2025Q4: 186,425 shares; 2026Q1: 104,104 shares 104,104 $12.3M 0.02% -82,321 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: 2,025,290 shares; 2024Q4: 2,052,811 shares; 2025Q1: 1,685,846 shares; 2025Q2: 1,751,764 shares; 2025Q3: 1,717,090 shares; 2025Q4: 1,349,776 shares; 2026Q1: 1,125,887 shares 1,125,887 $12.3M 0.02% -223,889 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,153 shares; 2024Q4: 50,516 shares; 2025Q1: 40,942 shares; 2025Q2: 43,055 shares; 2025Q3: 488,766 shares; 2025Q4: 332,440 shares; 2026Q1: 330,233 shares 330,233 $12.2M 0.02% -2,207 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,064 shares; 2024Q4: 83,583 shares; 2025Q1: 67,608 shares; 2025Q2: 79,923 shares; 2025Q3: 96,147 shares; 2025Q4: 94,536 shares; 2026Q1: 93,097 shares 93,097 $12.2M 0.02% -1,439 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,708 shares; 2024Q4: 397,112 shares; 2025Q1: 379,630 shares; 2025Q2: 463,317 shares; 2025Q3: 424,028 shares; 2025Q4: 381,579 shares; 2026Q1: 343,757 shares 343,757 $12.2M 0.02% -37,822 Timeline GPIQ 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: 5,520 shares; 2024Q4: 11,860 shares; 2025Q1: 47,267 shares; 2025Q2: 58,442 shares; 2025Q3: 96,630 shares; 2025Q4: 189,189 shares; 2026Q1: 245,175 shares 245,175 $12.1M 0.02% +55,986 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: 45,986 shares; 2024Q4: 28,791 shares; 2025Q1: 25,470 shares; 2025Q2: 28,220 shares; 2025Q3: 28,004 shares; 2025Q4: 57,412 shares; 2026Q1: 55,348 shares 55,348 $12M 0.02% -2,064 Timeline HYS 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: 80,256 shares; 2024Q4: 103,288 shares; 2025Q1: 68,741 shares; 2025Q2: 177,030 shares; 2025Q3: 179,504 shares; 2025Q4: 143,478 shares; 2026Q1: 128,507 shares 128,507 $12M 0.02% -14,971 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,569 shares; 2024Q4: 255,613 shares; 2025Q1: 242,736 shares; 2025Q2: 346,823 shares; 2025Q3: 507,136 shares; 2025Q4: 436,625 shares; 2026Q1: 287,505 shares 287,505 $12M 0.02% -149,120 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,189 shares; 2024Q4: 144,854 shares; 2025Q1: 206,527 shares; 2025Q2: 156,546 shares; 2025Q3: 170,568 shares; 2025Q4: 110,238 shares; 2026Q1: 304,703 shares 304,703 $12M 0.02% +194,465 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,745 shares; 2024Q4: 31,114 shares; 2025Q1: 22,098 shares; 2025Q2: 20,039 shares; 2025Q3: 24,395 shares; 2025Q4: 35,617 shares; 2026Q1: 26,779 shares 26,779 $11.9M 0.02% -8,838 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,125 shares; 2024Q4: 165,827 shares; 2025Q1: 192,261 shares; 2025Q2: 229,017 shares; 2025Q3: 274,663 shares; 2025Q4: 233,972 shares; 2026Q1: 243,277 shares 243,277 $11.9M 0.02% +9,305 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,919 shares; 2024Q4: 122,904 shares; 2025Q1: 130,212 shares; 2025Q2: 139,654 shares; 2025Q3: 144,219 shares; 2025Q4: 150,076 shares; 2026Q1: 151,682 shares 151,682 $11.9M 0.02% +1,606 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,079 shares; 2024Q4: 23,865 shares; 2025Q1: 29,538 shares; 2025Q2: 53,448 shares; 2025Q3: 248,567 shares; 2025Q4: 199,266 shares; 2026Q1: 183,486 shares 183,486 $11.9M 0.02% -15,780 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,354 shares; 2024Q4: 168,124 shares; 2025Q1: 179,169 shares; 2025Q2: 229,455 shares; 2025Q3: 281,686 shares; 2025Q4: 319,330 shares; 2026Q1: 349,906 shares 349,906 $11.8M 0.02% +30,576 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,619 shares; 2024Q4: 101,459 shares; 2025Q1: 97,239 shares; 2025Q2: 87,004 shares; 2025Q3: 125,140 shares; 2025Q4: 286,436 shares; 2026Q1: 291,056 shares 291,056 $11.8M 0.02% +4,620 Timeline MLPX 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: 46,073 shares; 2024Q4: 82,745 shares; 2025Q1: 120,031 shares; 2025Q2: 114,793 shares; 2025Q3: 130,026 shares; 2025Q4: 121,557 shares; 2026Q1: 159,113 shares 159,113 $11.8M 0.02% +37,556 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: 530,890 shares; 2024Q4: 602,694 shares; 2025Q1: 747,955 shares; 2025Q2: 770,890 shares; 2025Q3: 951,693 shares; 2025Q4: 953,441 shares; 2026Q1: 1,066,935 shares 1,066,935 $11.8M 0.02% +113,494 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,392 shares; 2024Q4: 200,689 shares; 2025Q1: 155,222 shares; 2025Q2: 340,728 shares; 2025Q3: 424,233 shares; 2025Q4: 350,294 shares; 2026Q1: 301,410 shares 301,410 $11.8M 0.02% -48,884 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: 58,340 shares; 2024Q4: 62,155 shares; 2025Q1: 30,077 shares; 2025Q2: 60,722 shares; 2025Q3: 131,383 shares; 2025Q4: 88,275 shares; 2026Q1: 85,483 shares 85,483 $11.7M 0.02% -2,792 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,113 shares; 2024Q4: 6,444 shares; 2025Q1: 7,338 shares; 2025Q2: 7,009 shares; 2025Q3: 6,539 shares; 2025Q4: 3,267 shares; 2026Q1: 405,115 shares 405,115 $11.7M 0.02% +401,848 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,360 shares; 2024Q4: 319,200 shares; 2025Q1: 488,786 shares; 2025Q2: 471,854 shares; 2025Q3: 458,209 shares; 2025Q4: 409,001 shares; 2026Q1: 350,191 shares 350,191 $11.7M 0.02% -58,810 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,351 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 315,598 shares; 2025Q4: 349,441 shares; 2026Q1: 381,639 shares 381,639 $11.7M 0.02% +32,198 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,513 shares; 2024Q4: 317,904 shares; 2025Q1: 345,771 shares; 2025Q2: 337,572 shares; 2025Q3: 379,598 shares; 2025Q4: 290,198 shares; 2026Q1: 232,557 shares 232,557 $11.7M 0.02% -57,641 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,982 shares; 2024Q4: 109,075 shares; 2025Q1: 81,860 shares; 2025Q2: 213,302 shares; 2025Q3: 264,203 shares; 2025Q4: 155,179 shares; 2026Q1: 143,992 shares 143,992 $11.7M 0.02% -11,187 Timeline AFGR 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: 112,018 shares; 2024Q4: 53,070 shares; 2025Q1: 58,139 shares; 2025Q2: 57,207 shares; 2025Q3: 362,142 shares; 2025Q4: 374,624 shares; 2026Q1: 371,240 shares 371,240 $11.6M 0.02% -3,384 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,236 shares; 2024Q4: 68,635 shares; 2025Q1: 74,084 shares; 2025Q2: 97,421 shares; 2025Q3: 116,447 shares; 2025Q4: 122,338 shares; 2026Q1: 112,785 shares 112,785 $11.6M 0.02% -9,553 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: 791,048 shares; 2024Q4: 370,077 shares; 2025Q1: 745,450 shares; 2025Q2: 709,593 shares; 2025Q3: 760,763 shares; 2025Q4: 584,783 shares; 2026Q1: 377,343 shares 377,343 $11.6M 0.02% -207,440 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,522 shares; 2024Q4: 756,548 shares; 2025Q1: 833,087 shares; 2025Q2: 681,612 shares; 2025Q3: 713,364 shares; 2025Q4: 420,926 shares; 2026Q1: 461,805 shares 461,805 $11.6M 0.02% +40,879 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 2,040 shares; 2025Q1: 2,165 shares; 2025Q2: 5,860 shares; 2025Q3: 100,742 shares; 2025Q4: 59,405 shares; 2026Q1: 58,150 shares 58,150 $11.6M 0.02% -1,255 Timeline TMFC 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: 40,968 shares; 2024Q4: 47,382 shares; 2025Q1: 57,420 shares; 2025Q2: 119,000 shares; 2025Q3: 162,847 shares; 2025Q4: 181,191 shares; 2026Q1: 175,402 shares 175,402 $11.6M 0.02% -5,789 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 10,829 shares; 2025Q1: 10,232 shares; 2025Q2: 11,107 shares; 2025Q3: 11,482 shares; 2025Q4: 10,130 shares; 2026Q1: 10,585 shares 10,585 $11.6M 0.02% +455 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,874 shares; 2024Q4: 18,060 shares; 2025Q1: 5,456 shares; 2025Q2: 4,660 shares; 2025Q3: 5,747 shares; 2025Q4: 5,618 shares; 2026Q1: 3,421 shares 3,421 $11.6M 0.02% -2,197 Timeline FNGS 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: 61,094 shares; 2024Q4: 664,765 shares; 2025Q1: 9,005 shares; 2025Q2: 508,681 shares; 2025Q3: 389,559 shares; 2025Q4: 289,399 shares; 2026Q1: 194,085 shares 194,085 $11.6M 0.02% -95,314 Timeline FLJP 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: 72,179 shares; 2024Q4: 71,180 shares; 2025Q1: 18,108 shares; 2025Q2: 19,766 shares; 2025Q3: 337,184 shares; 2025Q4: 326,765 shares; 2026Q1: 319,258 shares 319,258 $11.6M 0.02% -7,507 Timeline 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: 12,155 shares; 2024Q4: 42,625 shares; 2025Q1: 39,843 shares; 2025Q2: 107,973 shares; 2025Q3: 163,679 shares; 2025Q4: 137,407 shares; 2026Q1: 122,892 shares 122,892 $11.5M 0.02% -14,515 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,601 shares; 2024Q4: 135,240 shares; 2025Q1: 182,485 shares; 2025Q2: 187,567 shares; 2025Q3: 258,127 shares; 2025Q4: 268,495 shares; 2026Q1: 262,546 shares 262,546 $11.5M 0.02% -5,949 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: 82,939 shares; 2024Q4: 90,194 shares; 2025Q1: 136,162 shares; 2025Q2: 249,143 shares; 2025Q3: 327,550 shares; 2025Q4: 350,999 shares; 2026Q1: 446,675 shares 446,675 $11.4M 0.02% +95,676 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: 64,905 shares; 2024Q4: 63,357 shares; 2025Q1: 54,109 shares; 2025Q2: 66,835 shares; 2025Q3: 134,885 shares; 2025Q4: 151,398 shares; 2026Q1: 131,006 shares 131,006 $11.4M 0.02% -20,392 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,052 shares; 2024Q4: 28,423 shares; 2025Q1: 44,401 shares; 2025Q2: 81,174 shares; 2025Q3: 66,796 shares; 2025Q4: 58,819 shares; 2026Q1: 90,430 shares 90,430 $11.4M 0.02% +31,611 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,375 shares; 2024Q4: 241,901 shares; 2025Q1: 258,203 shares; 2025Q2: 251,472 shares; 2025Q3: 373,981 shares; 2025Q4: 407,484 shares; 2026Q1: 469,086 shares 469,086 $11.4M 0.02% +61,602 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,919 shares; 2024Q4: 102,816 shares; 2025Q1: 143,314 shares; 2025Q2: 130,061 shares; 2025Q3: 144,169 shares; 2025Q4: 154,361 shares; 2026Q1: 121,641 shares 121,641 $11.4M 0.02% -32,720 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: 31,439 shares; 2024Q4: 29,793 shares; 2025Q1: 32,612 shares; 2025Q2: 33,800 shares; 2025Q3: 33,615 shares; 2025Q4: 32,426 shares; 2026Q1: 34,808 shares 34,808 $11.4M 0.02% +2,382 Timeline QDEC 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: 504,790 shares; 2024Q4: 742,438 shares; 2025Q1: 926,196 shares; 2025Q2: 482,939 shares; 2025Q3: 465,061 shares; 2025Q4: 396,586 shares; 2026Q1: 360,914 shares 360,914 $11.4M 0.02% -35,672 Timeline SMLV 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: 5,753 shares; 2024Q4: 8,185 shares; 2025Q1: 4,377 shares; 2025Q2: 5,118 shares; 2025Q3: 95,542 shares; 2025Q4: 84,517 shares; 2026Q1: 82,740 shares 82,740 $11.3M 0.02% -1,777 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,419 shares; 2024Q4: 152,809 shares; 2025Q1: 347,884 shares; 2025Q2: 407,018 shares; 2025Q3: 515,698 shares; 2025Q4: 433,840 shares; 2026Q1: 425,955 shares 425,955 $11.3M 0.02% -7,885 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,450 shares; 2024Q4: 55,923 shares; 2025Q1: 45,362 shares; 2025Q2: 94,795 shares; 2025Q3: 110,025 shares; 2025Q4: 87,833 shares; 2026Q1: 89,611 shares 89,611 $11.3M 0.02% +1,778 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 455,185 shares 455,185 $11.3M 0.02% new 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: 115,475 shares; 2024Q4: 114,222 shares; 2025Q1: 121,152 shares; 2025Q2: 119,147 shares; 2025Q3: 154,617 shares; 2025Q4: 123,416 shares; 2026Q1: 110,503 shares 110,503 $11.3M 0.02% -12,913 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,329 shares; 2024Q4: 117,712 shares; 2025Q1: 122,383 shares; 2025Q2: 126,168 shares; 2025Q3: 107,536 shares; 2025Q4: 97,789 shares; 2026Q1: 74,519 shares 74,519 $11.3M 0.02% -23,270 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,686 shares; 2025Q1: 6,430 shares; 2025Q2: 7,578 shares; 2025Q3: 9,402 shares; 2025Q4: 20,824 shares; 2026Q1: 29,026 shares 29,026 $11.3M 0.02% +8,202 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 2,132 shares; 2025Q1: 6,294 shares; 2025Q2: 6,097 shares; 2025Q3: 50,676 shares; 2025Q4: 46,932 shares; 2026Q1: 58,006 shares 58,006 $11.2M 0.02% +11,074 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,235 shares; 2024Q4: 139,617 shares; 2025Q1: 184,512 shares; 2025Q2: 134,560 shares; 2025Q3: 367,492 shares; 2025Q4: 365,338 shares; 2026Q1: 334,123 shares 334,123 $11.2M 0.02% -31,215 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 113,390 shares; 2025Q4: 201,899 shares; 2026Q1: 220,184 shares 220,184 $11.2M 0.02% +18,285 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 14,231 shares; 2025Q1: 3,537 shares; 2025Q2: 8,191 shares; 2025Q3: 18,653 shares; 2025Q4: 18,648 shares; 2026Q1: 20,686 shares 20,686 $11.2M 0.02% +2,038 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,496 shares; 2024Q4: 279,512 shares; 2025Q1: 288,091 shares; 2025Q2: 287,614 shares; 2025Q3: 280,283 shares; 2025Q4: 301,483 shares; 2026Q1: 285,634 shares 285,634 $11.1M 0.02% -15,849 Timeline USIG 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: 223,924 shares; 2024Q4: 266,494 shares; 2025Q1: 172,236 shares; 2025Q2: 531,091 shares; 2025Q3: 625,587 shares; 2025Q4: 211,508 shares; 2026Q1: 217,080 shares 217,080 $11.1M 0.02% +5,572 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,858 shares; 2024Q4: 11,548 shares; 2025Q1: 19,188 shares; 2025Q2: 28,943 shares; 2025Q3: 112,345 shares; 2025Q4: 98,796 shares; 2026Q1: 78,757 shares 78,757 $11.1M 0.02% -20,039 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 1,916 shares; 2025Q1: 1,415 shares; 2025Q2: 1,489 shares; 2025Q3: 39,058 shares; 2025Q4: 38,393 shares; 2026Q1: 37,973 shares 37,973 $11.1M 0.02% -420 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,286 shares; 2024Q4: 114,709 shares; 2025Q1: 76,487 shares; 2025Q2: 111,495 shares; 2025Q3: 146,410 shares; 2025Q4: 140,933 shares; 2026Q1: 151,727 shares 151,727 $11.1M 0.02% +10,794 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,795 shares; 2024Q4: 123,205 shares; 2025Q1: 71,011 shares; 2025Q2: 116,388 shares; 2025Q3: 122,717 shares; 2025Q4: 96,170 shares; 2026Q1: 70,005 shares 70,005 $11.1M 0.02% -26,165 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,900 shares; 2024Q4: 250,708 shares; 2025Q1: 423,098 shares; 2025Q2: 436,407 shares; 2025Q3: 432,246 shares; 2025Q4: 406,006 shares; 2026Q1: 246,201 shares 246,201 $11.1M 0.02% -159,805 Timeline GMAR 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: 1,901,938 shares; 2024Q4: 1,385,403 shares; 2025Q1: 1,300,993 shares; 2025Q2: 294,780 shares; 2025Q3: 276,983 shares; 2025Q4: 244,290 shares; 2026Q1: 265,991 shares 265,991 $11.1M 0.02% +21,701 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,209 shares; 2024Q4: 40,144 shares; 2025Q1: 52,900 shares; 2025Q2: 43,598 shares; 2025Q3: 52,586 shares; 2025Q4: 55,122 shares; 2026Q1: 81,633 shares 81,633 $11.1M 0.02% +26,511 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 735 shares; 2025Q1: 920 shares; 2025Q2: 844 shares; 2025Q3: 77,609 shares; 2025Q4: 78,476 shares; 2026Q1: 79,015 shares 79,015 $11M 0.02% +539 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,389 shares; 2024Q4: 83,691 shares; 2025Q1: 56,861 shares; 2025Q2: 95,385 shares; 2025Q3: 134,763 shares; 2025Q4: 81,213 shares; 2026Q1: 75,396 shares 75,396 $11M 0.02% -5,817 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 17,476 shares; 2025Q1: 13,897 shares; 2025Q2: 25,753 shares; 2025Q3: 25,571 shares; 2025Q4: 71,079 shares; 2026Q1: 77,015 shares 77,015 $11M 0.02% +5,936 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,108 shares; 2024Q4: 382,832 shares; 2025Q1: 494,081 shares; 2025Q2: 487,462 shares; 2025Q3: 571,345 shares; 2025Q4: 536,251 shares; 2026Q1: 690,229 shares 690,229 $11M 0.02% +153,978 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,880 shares; 2024Q4: 46,888 shares; 2025Q1: 79,466 shares; 2025Q2: 226,541 shares; 2025Q3: 242,749 shares; 2025Q4: 259,764 shares; 2026Q1: 399,503 shares 399,503 $10.9M 0.02% +139,739 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,357 shares; 2024Q4: 46,812 shares; 2025Q1: 33,539 shares; 2025Q2: 37,600 shares; 2025Q3: 48,580 shares; 2025Q4: 46,806 shares; 2026Q1: 45,435 shares 45,435 $10.9M 0.02% -1,371 Timeline DFAT 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: 70,918 shares; 2024Q4: 93,504 shares; 2025Q1: 117,855 shares; 2025Q2: 161,106 shares; 2025Q3: 199,729 shares; 2025Q4: 186,881 shares; 2026Q1: 174,031 shares 174,031 $10.9M 0.02% -12,850 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,727 shares; 2024Q4: 353,609 shares; 2025Q1: 390,618 shares; 2025Q2: 428,263 shares; 2025Q3: 474,641 shares; 2025Q4: 483,919 shares; 2026Q1: 516,209 shares 516,209 $10.9M 0.02% +32,290 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,497 shares; 2024Q4: 273,151 shares; 2025Q1: 207,345 shares; 2025Q2: 217,051 shares; 2025Q3: 238,044 shares; 2025Q4: 207,303 shares; 2026Q1: 158,976 shares 158,976 $10.8M 0.02% -48,327 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,347 shares; 2024Q4: 49,604 shares; 2025Q1: 46,636 shares; 2025Q2: 74,712 shares; 2025Q3: 74,908 shares; 2025Q4: 48,253 shares; 2026Q1: 57,834 shares 57,834 $10.8M 0.02% +9,581 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: 219,901 shares; 2024Q4: 200,572 shares; 2025Q1: 147,100 shares; 2025Q2: 153,411 shares; 2025Q3: 140,361 shares; 2025Q4: 135,355 shares; 2026Q1: 116,811 shares 116,811 $10.8M 0.02% -18,544 Timeline BUFG 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: 253,612 shares; 2024Q4: 302,699 shares; 2025Q1: 365,603 shares; 2025Q2: 333,964 shares; 2025Q3: 350,601 shares; 2025Q4: 291,967 shares; 2026Q1: 401,205 shares 401,205 $10.8M 0.02% +109,238 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,546 shares; 2024Q4: 231,666 shares; 2025Q1: 227,175 shares; 2025Q2: 219,053 shares; 2025Q3: 232,502 shares; 2025Q4: 186,968 shares; 2026Q1: 161,010 shares 161,010 $10.8M 0.02% -25,958 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,350 shares; 2024Q4: 14,770 shares; 2025Q1: 15,081 shares; 2025Q2: 15,234 shares; 2025Q3: 231,306 shares; 2025Q4: 142,302 shares; 2026Q1: 116,894 shares 116,894 $10.8M 0.02% -25,408 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,079 shares; 2024Q4: 264,207 shares; 2025Q1: 675,869 shares; 2025Q2: 331,347 shares; 2025Q3: 301,168 shares; 2025Q4: 278,618 shares; 2026Q1: 294,761 shares 294,761 $10.8M 0.02% +16,143 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573,166 shares; 2024Q4: 603,972 shares; 2025Q1: 828,470 shares; 2025Q2: 821,883 shares; 2025Q3: 786,544 shares; 2025Q4: 758,625 shares; 2026Q1: 752,628 shares 752,628 $10.7M 0.02% -5,997 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,912 shares; 2024Q4: 228,515 shares; 2025Q1: 271,302 shares; 2025Q2: 289,522 shares; 2025Q3: 311,480 shares; 2025Q4: 331,637 shares; 2026Q1: 348,570 shares 348,570 $10.7M 0.02% +16,933 Timeline XMAR 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: 121,969 shares; 2024Q4: 111,502 shares; 2025Q1: 103,675 shares; 2025Q2: 104,994 shares; 2025Q3: 262,158 shares; 2025Q4: 237,896 shares; 2026Q1: 264,990 shares 264,990 $10.7M 0.02% +27,094 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,514 shares; 2024Q4: 21,869 shares; 2025Q1: 20,726 shares; 2025Q2: 26,000 shares; 2025Q3: 71,680 shares; 2025Q4: 61,149 shares; 2026Q1: 54,872 shares 54,872 $10.7M 0.02% -6,277 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,136 shares; 2024Q4: 71,345 shares; 2025Q1: 97,732 shares; 2025Q2: 92,545 shares; 2025Q3: 93,007 shares; 2025Q4: 81,273 shares; 2026Q1: 81,802 shares 81,802 $10.7M 0.02% +529 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,366 shares; 2024Q4: 245,306 shares; 2025Q1: 217,252 shares; 2025Q2: 255,978 shares; 2025Q3: 295,161 shares; 2025Q4: 206,776 shares; 2026Q1: 208,281 shares 208,281 $10.7M 0.02% +1,505 Timeline IPAC 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: 209,115 shares; 2024Q4: 215,809 shares; 2025Q1: 90,642 shares; 2025Q2: 196,038 shares; 2025Q3: 180,090 shares; 2025Q4: 125,728 shares; 2026Q1: 139,828 shares 139,828 $10.7M 0.02% +14,100 Timeline UJUL 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: 282,527 shares; 2024Q4: 278,882 shares; 2025Q1: 310,977 shares; 2025Q2: 316,219 shares; 2025Q3: 323,564 shares; 2025Q4: 289,023 shares; 2026Q1: 278,191 shares 278,191 $10.7M 0.02% -10,832 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,805 shares; 2024Q4: 46,665 shares; 2025Q1: 38,005 shares; 2025Q2: 52,442 shares; 2025Q3: 79,431 shares; 2025Q4: 45,168 shares; 2026Q1: 39,815 shares 39,815 $10.6M 0.02% -5,353 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 14,169 shares; 2025Q1: 3,901 shares; 2025Q2: 4,583 shares; 2025Q3: 5,406 shares; 2025Q4: 5,396 shares; 2026Q1: 6,132 shares 6,132 $10.6M 0.02% +736 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,393 shares; 2024Q4: 37,264 shares; 2025Q1: 41,591 shares; 2025Q2: 37,843 shares; 2025Q3: 55,472 shares; 2025Q4: 52,887 shares; 2026Q1: 52,725 shares 52,725 $10.6M 0.02% -162 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,502 shares; 2024Q4: 29,576 shares; 2025Q1: 30,625 shares; 2025Q2: 35,447 shares; 2025Q3: 45,632 shares; 2025Q4: 29,161 shares; 2026Q1: 35,699 shares 35,699 $10.6M 0.02% +6,538 Timeline JAJL 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: 5,178 shares; 2024Q4: 6,613 shares; 2025Q1: 306,093 shares; 2025Q2: 612,827 shares; 2025Q3: 436,208 shares; 2025Q4: 371,698 shares; 2026Q1: 363,346 shares 363,346 $10.6M 0.02% -8,352 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,368 shares; 2024Q4: 66,895 shares; 2025Q1: 106,981 shares; 2025Q2: 108,467 shares; 2025Q3: 114,236 shares; 2025Q4: 101,960 shares; 2026Q1: 67,069 shares 67,069 $10.6M 0.02% -34,891 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,576 shares; 2024Q4: 56,603 shares; 2025Q1: 72,633 shares; 2025Q2: 98,218 shares; 2025Q3: 118,014 shares; 2025Q4: 108,562 shares; 2026Q1: 97,143 shares 97,143 $10.6M 0.02% -11,419 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,562 shares; 2024Q4: 18,192 shares; 2025Q1: 208,772 shares; 2025Q2: 43,461 shares; 2025Q3: 649,962 shares; 2025Q4: 618,505 shares; 2026Q1: 295,504 shares 295,504 $10.5M 0.02% -323,001 Timeline DFAE 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: 199,823 shares; 2024Q4: 206,271 shares; 2025Q1: 256,079 shares; 2025Q2: 216,207 shares; 2025Q3: 252,247 shares; 2025Q4: 272,000 shares; 2026Q1: 309,692 shares 309,692 $10.5M 0.02% +37,692 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,225 shares; 2024Q4: 96,682 shares; 2025Q1: 97,327 shares; 2025Q2: 96,382 shares; 2025Q3: 116,416 shares; 2025Q4: 110,871 shares; 2026Q1: 110,822 shares 110,822 $10.5M 0.02% -49 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 29,350 shares; 2025Q1: 102,349 shares; 2025Q2: 160,995 shares; 2025Q3: 222,756 shares; 2025Q4: 281,449 shares; 2026Q1: 351,334 shares 351,334 $10.5M 0.02% +69,885 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,247 shares; 2024Q4: 23,425 shares; 2025Q1: 36,254 shares; 2025Q2: 56,763 shares; 2025Q3: 71,540 shares; 2025Q4: 39,903 shares; 2026Q1: 324,659 shares 324,659 $10.5M 0.02% +284,756 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,065 shares; 2024Q4: 616,179 shares; 2025Q1: 748,259 shares; 2025Q2: 789,080 shares; 2025Q3: 553,005 shares; 2025Q4: 393,654 shares; 2026Q1: 410,089 shares 410,089 $10.4M 0.02% +16,435 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,484 shares; 2024Q4: 189,655 shares; 2025Q1: 205,256 shares; 2025Q2: 239,818 shares; 2025Q3: 260,771 shares; 2025Q4: 254,291 shares; 2026Q1: 273,238 shares 273,238 $10.4M 0.02% +18,947 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: 877,332 shares; 2024Q4: 818,179 shares; 2025Q1: 355,604 shares; 2025Q2: 957,993 shares; 2025Q3: 1,011,362 shares; 2025Q4: 357,406 shares; 2026Q1: 416,863 shares 416,863 $10.4M 0.02% +59,457 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: 22,465 shares; 2024Q4: 18,949 shares; 2025Q1: 16,638 shares; 2025Q2: 13,562 shares; 2025Q3: 54,323 shares; 2025Q4: 54,934 shares; 2026Q1: 56,836 shares 56,836 $10.4M 0.02% +1,902 Timeline SDIV 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: 151,677 shares; 2024Q4: 162,425 shares; 2025Q1: 178,125 shares; 2025Q2: 200,139 shares; 2025Q3: 205,035 shares; 2025Q4: 199,866 shares; 2026Q1: 411,002 shares 411,002 $10.4M 0.02% +211,136 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,512 shares; 2024Q4: 295,934 shares; 2025Q1: 317,638 shares; 2025Q2: 457,675 shares; 2025Q3: 601,290 shares; 2025Q4: 552,298 shares; 2026Q1: 418,556 shares 418,556 $10.4M 0.02% -133,742 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: 46,593 shares; 2024Q4: 40,333 shares; 2025Q1: 53,924 shares; 2025Q2: 68,709 shares; 2025Q3: 74,072 shares; 2025Q4: 63,561 shares; 2026Q1: 60,253 shares 60,253 $10.4M 0.02% -3,308 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: 133,960 shares; 2024Q4: 108,817 shares; 2025Q1: 147,381 shares; 2025Q2: 207,292 shares; 2025Q3: 193,510 shares; 2025Q4: 147,981 shares; 2026Q1: 143,087 shares 143,087 $10.4M 0.02% -4,894 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,991 shares; 2024Q4: 53,954 shares; 2025Q1: 49,284 shares; 2025Q2: 60,385 shares; 2025Q3: 80,524 shares; 2025Q4: 80,633 shares; 2026Q1: 57,455 shares 57,455 $10.3M 0.02% -23,178 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,140 shares; 2024Q4: 410,122 shares; 2025Q1: 50,638 shares; 2025Q2: 297,053 shares; 2025Q3: 309,099 shares; 2025Q4: 281,053 shares; 2026Q1: 364,534 shares 364,534 $10.3M 0.02% +83,481 Timeline BSCW 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: 113,472 shares; 2024Q4: 199,461 shares; 2025Q1: 309,791 shares; 2025Q2: 332,820 shares; 2025Q3: 401,246 shares; 2025Q4: 461,927 shares; 2026Q1: 501,944 shares 501,944 $10.3M 0.02% +40,017 Timeline HYDB 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: 136,274 shares; 2024Q4: 199,359 shares; 2025Q1: 227,139 shares; 2025Q2: 277,421 shares; 2025Q3: 252,849 shares; 2025Q4: 250,274 shares; 2026Q1: 222,118 shares 222,118 $10.3M 0.02% -28,156 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,145 shares; 2024Q4: 125,468 shares; 2025Q1: 141,263 shares; 2025Q2: 141,788 shares; 2025Q3: 125,880 shares; 2025Q4: 91,534 shares; 2026Q1: 110,482 shares 110,482 $10.3M 0.02% +18,948 Timeline XSEP 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: 154,975 shares; 2024Q4: 164,603 shares; 2025Q1: 176,344 shares; 2025Q2: 146,217 shares; 2025Q3: 285,185 shares; 2025Q4: 260,647 shares; 2026Q1: 245,625 shares 245,625 $10.3M 0.02% -15,022 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179,540 shares; 2026Q1: 180,136 shares 180,136 $10.3M 0.02% +596 Timeline IMTM 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: 4,943 shares; 2024Q4: 38,085 shares; 2025Q1: 89,187 shares; 2025Q2: 138,446 shares; 2025Q3: 185,789 shares; 2025Q4: 204,953 shares; 2026Q1: 213,676 shares 213,676 $10.3M 0.02% +8,723 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,546 shares; 2024Q4: 135,272 shares; 2025Q1: 119,432 shares; 2025Q2: 169,998 shares; 2025Q3: 157,294 shares; 2025Q4: 122,101 shares; 2026Q1: 105,179 shares 105,179 $10.2M 0.01% -16,922 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,827 shares; 2024Q4: 31,049 shares; 2025Q1: 35,019 shares; 2025Q2: 42,485 shares; 2025Q3: 58,356 shares; 2025Q4: 42,720 shares; 2026Q1: 189,568 shares 189,568 $10.2M 0.01% +146,848 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 887 shares; 2025Q1: 390 shares; 2025Q2: 488 shares; 2025Q3: 92,333 shares; 2025Q4: 88,523 shares; 2026Q1: 93,431 shares 93,431 $10.2M 0.01% +4,908 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,029 shares; 2024Q4: 149,497 shares; 2025Q1: 188,355 shares; 2025Q2: 175,193 shares; 2025Q3: 169,343 shares; 2025Q4: 154,912 shares; 2026Q1: 139,753 shares 139,753 $10.2M 0.01% -15,159 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,083 shares; 2024Q4: 311,600 shares; 2025Q1: 461,261 shares; 2025Q2: 453,712 shares; 2025Q3: 322,617 shares; 2025Q4: 343,297 shares; 2026Q1: 304,853 shares 304,853 $10.2M 0.01% -38,444 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 4,197 shares; 2025Q1: 2,162 shares; 2025Q2: 2,654 shares; 2025Q3: 57,750 shares; 2025Q4: 59,445 shares; 2026Q1: 60,745 shares 60,745 $10.2M 0.01% +1,300 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 959 shares; 2025Q3: 36,174 shares; 2025Q4: 89,978 shares; 2026Q1: 86,187 shares 86,187 $10.2M 0.01% -3,791 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: 12,790 shares; 2024Q4: 13,791 shares; 2025Q1: 12,081 shares; 2025Q2: 10,830 shares; 2025Q3: 89,650 shares; 2025Q4: 79,635 shares; 2026Q1: 70,075 shares 70,075 $10.1M 0.01% -9,560 Timeline RSPU 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: 69,297 shares; 2024Q4: 173,694 shares; 2025Q1: 138,895 shares; 2025Q2: 155,569 shares; 2025Q3: 153,984 shares; 2025Q4: 111,135 shares; 2026Q1: 124,761 shares 124,761 $10.1M 0.01% +13,626 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,502 shares; 2024Q4: 100,070 shares; 2025Q1: 95,696 shares; 2025Q2: 108,511 shares; 2025Q3: 128,834 shares; 2025Q4: 109,918 shares; 2026Q1: 109,461 shares 109,461 $10.1M 0.01% -457 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,126 shares; 2025Q1: 464 shares; 2025Q2: 2,815 shares; 2025Q3: 47,078 shares; 2025Q4: 37,015 shares; 2026Q1: 23,262 shares 23,262 $10.1M 0.01% -13,753 Timeline QFLR 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: 120,326 shares; 2024Q4: 208,126 shares; 2025Q1: 285,332 shares; 2025Q2: 223,645 shares; 2025Q3: 291,426 shares; 2025Q4: 207,209 shares; 2026Q1: 303,265 shares 303,265 $10.1M 0.01% +96,056 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: 3,461 shares; 2024Q4: 3,715 shares; 2025Q1: 3,070 shares; 2025Q2: 7,672 shares; 2025Q3: 26,760 shares; 2025Q4: 18,569 shares; 2026Q1: 18,528 shares 18,528 $10.1M 0.01% -41 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,565 shares; 2024Q4: 127,289 shares; 2025Q1: 130,858 shares; 2025Q2: 130,481 shares; 2025Q3: 131,416 shares; 2025Q4: 114,827 shares; 2026Q1: 98,392 shares 98,392 $10M 0.01% -16,435 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523,732 shares; 2024Q4: 474,130 shares; 2025Q1: 385,664 shares; 2025Q2: 321,264 shares; 2025Q3: 369,083 shares; 2025Q4: 344,879 shares; 2026Q1: 258,027 shares 258,027 $10M 0.01% -86,852 Timeline 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: 16,485 shares; 2024Q4: 11,882 shares; 2025Q1: 17,551 shares; 2025Q2: 30,118 shares; 2025Q3: 29,194 shares; 2025Q4: 19,108 shares; 2026Q1: 31,075 shares 31,075 $10M 0.01% +11,967 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663,230 shares; 2024Q4: 765,202 shares; 2025Q1: 1,437,351 shares; 2025Q2: 1,518,189 shares; 2025Q3: 1,305,137 shares; 2025Q4: 1,144,016 shares; 2026Q1: 969,260 shares 969,260 $9.98M 0.01% -174,756 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: 20,548 shares; 2024Q4: 29,485 shares; 2025Q1: 34,553 shares; 2025Q2: 38,457 shares; 2025Q3: 102,123 shares; 2025Q4: 91,806 shares; 2026Q1: 101,398 shares 101,398 $9.98M 0.01% +9,592 Timeline IMCB 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: 93,820 shares; 2024Q4: 130,986 shares; 2025Q1: 127,175 shares; 2025Q2: 128,821 shares; 2025Q3: 118,572 shares; 2025Q4: 112,761 shares; 2026Q1: 119,402 shares 119,402 $9.96M 0.01% +6,641 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,400 shares; 2024Q4: 401,093 shares; 2025Q1: 344,172 shares; 2025Q2: 386,332 shares; 2025Q3: 425,794 shares; 2025Q4: 580,849 shares; 2026Q1: 434,097 shares 434,097 $9.96M 0.01% -146,752 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,617 shares; 2024Q4: 391,140 shares; 2025Q1: 233,919 shares; 2025Q2: 237,084 shares; 2025Q3: 244,872 shares; 2025Q4: 255,308 shares; 2026Q1: 253,611 shares 253,611 $9.96M 0.01% -1,697 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 28,667 shares; 2025Q1: 33,167 shares; 2025Q2: 39,081 shares; 2025Q3: 73,948 shares; 2025Q4: 93,138 shares; 2026Q1: 102,487 shares 102,487 $9.94M 0.01% +9,349 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 2,500 shares; 2025Q1: 1,361 shares; 2025Q2: 1,894 shares; 2025Q3: 2,104 shares; 2025Q4: 1,654 shares; 2026Q1: 96,013 shares 96,013 $9.92M 0.01% +94,359 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001,184 shares; 2024Q4: 1,032,556 shares; 2025Q1: 1,103,032 shares; 2025Q2: 1,175,003 shares; 2025Q3: 1,190,565 shares; 2025Q4: 1,229,160 shares; 2026Q1: 1,210,724 shares 1,210,724 $9.89M 0.01% -18,436 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,746 shares; 2024Q4: 52,192 shares; 2025Q1: 44,487 shares; 2025Q2: 51,420 shares; 2025Q3: 52,457 shares; 2025Q4: 45,208 shares; 2026Q1: 47,719 shares 47,719 $9.87M 0.01% +2,511 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647,734 shares; 2024Q4: 641,296 shares; 2025Q1: 676,867 shares; 2025Q2: 787,260 shares; 2025Q3: 771,676 shares; 2025Q4: 816,477 shares; 2026Q1: 817,243 shares 817,243 $9.86M 0.01% +766 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 5,485 shares; 2025Q1: 12,588 shares; 2025Q2: 12,117 shares; 2025Q3: 12,035 shares; 2025Q4: 14,625 shares; 2026Q1: 272,158 shares 272,158 $9.85M 0.01% +257,533 Timeline CGSM 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: 161,465 shares; 2024Q4: 136,404 shares; 2025Q1: 274,193 shares; 2025Q2: 362,187 shares; 2025Q3: 392,440 shares; 2025Q4: 402,081 shares; 2026Q1: 372,711 shares 372,711 $9.79M 0.01% -29,370 Timeline SPHD 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: 199,010 shares; 2024Q4: 223,838 shares; 2025Q1: 228,346 shares; 2025Q2: 204,709 shares; 2025Q3: 201,238 shares; 2025Q4: 209,457 shares; 2026Q1: 197,300 shares 197,300 $9.79M 0.01% -12,157 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,906 shares; 2024Q4: 155,161 shares; 2025Q1: 180,744 shares; 2025Q2: 260,925 shares; 2025Q3: 258,075 shares; 2025Q4: 243,123 shares; 2026Q1: 234,257 shares 234,257 $9.77M 0.01% -8,866 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,458 shares; 2024Q4: 137,443 shares; 2025Q1: 102,521 shares; 2025Q2: 143,528 shares; 2025Q3: 198,885 shares; 2025Q4: 216,105 shares; 2026Q1: 207,740 shares 207,740 $9.77M 0.01% -8,365 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,067 shares; 2025Q3: 154,494 shares; 2025Q4: 134,804 shares; 2026Q1: 151,852 shares 151,852 $9.75M 0.01% +17,048 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910,082 shares; 2024Q4: 1,001,992 shares; 2025Q1: 1,047,934 shares; 2025Q2: 861,227 shares; 2025Q3: 789,885 shares; 2025Q4: 832,487 shares; 2026Q1: 880,277 shares 880,277 $9.74M 0.01% +47,790 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,472 shares; 2024Q4: 71,488 shares; 2025Q1: 56,310 shares; 2025Q2: 73,591 shares; 2025Q3: 69,146 shares; 2025Q4: 59,613 shares; 2026Q1: 55,926 shares 55,926 $9.66M 0.01% -3,687 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,297 shares; 2024Q4: 295,433 shares; 2025Q1: 270,913 shares; 2025Q2: 318,761 shares; 2025Q3: 416,815 shares; 2025Q4: 286,326 shares; 2026Q1: 300,783 shares 300,783 $9.63M 0.01% +14,457 Timeline RWK 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: 116,714 shares; 2024Q4: 237,469 shares; 2025Q1: 251,905 shares; 2025Q2: 239,907 shares; 2025Q3: 240,151 shares; 2025Q4: 74,852 shares; 2026Q1: 74,949 shares 74,949 $9.61M 0.01% +97 Timeline MINO 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: 111,137 shares; 2024Q4: 117,776 shares; 2025Q1: 157,868 shares; 2025Q2: 180,325 shares; 2025Q3: 186,617 shares; 2025Q4: 219,065 shares; 2026Q1: 212,607 shares 212,607 $9.6M 0.01% -6,458 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: 6,893 shares; 2024Q4: 6,937 shares; 2025Q1: 7,029 shares; 2025Q2: 20,439 shares; 2025Q3: 33,117 shares; 2025Q4: 18,137 shares; 2026Q1: 13,641 shares 13,641 $9.59M 0.01% -4,496 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,006 shares; 2024Q4: 61,430 shares; 2025Q1: 53,886 shares; 2025Q2: 71,103 shares; 2025Q3: 69,626 shares; 2025Q4: 62,609 shares; 2026Q1: 56,189 shares 56,189 $9.58M 0.01% -6,420 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,562 shares; 2024Q4: 62,587 shares; 2025Q1: 105,042 shares; 2025Q2: 126,231 shares; 2025Q3: 155,127 shares; 2025Q4: 181,418 shares; 2026Q1: 201,308 shares 201,308 $9.57M 0.01% +19,890 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,969 shares; 2024Q4: 166,097 shares; 2025Q1: 190,370 shares; 2025Q2: 224,869 shares; 2025Q3: 184,822 shares; 2025Q4: 154,697 shares; 2026Q1: 134,413 shares 134,413 $9.57M 0.01% -20,284 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,516 shares; 2024Q4: 179,266 shares; 2025Q1: 202,222 shares; 2025Q2: 218,598 shares; 2025Q3: 229,317 shares; 2025Q4: 211,694 shares; 2026Q1: 135,773 shares 135,773 $9.55M 0.01% -75,921 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,512 shares; 2024Q4: 101,568 shares; 2025Q1: 125,665 shares; 2025Q2: 127,710 shares; 2025Q3: 139,722 shares; 2025Q4: 174,069 shares; 2026Q1: 196,848 shares 196,848 $9.54M 0.01% +22,779 Timeline GFEB 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: 484,409 shares; 2024Q4: 366,408 shares; 2025Q1: 342,558 shares; 2025Q2: 372,569 shares; 2025Q3: 291,746 shares; 2025Q4: 234,520 shares; 2026Q1: 231,577 shares 231,577 $9.52M 0.01% -2,943 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,305 shares; 2024Q4: 265,371 shares; 2025Q1: 253,403 shares; 2025Q2: 264,912 shares; 2025Q3: 388,780 shares; 2025Q4: 371,482 shares; 2026Q1: 367,648 shares 367,648 $9.52M 0.01% -3,834 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: 132,750 shares; 2024Q4: 117,218 shares; 2025Q1: 126,095 shares; 2025Q2: 124,250 shares; 2025Q3: 119,593 shares; 2025Q4: 119,366 shares; 2026Q1: 109,839 shares 109,839 $9.51M 0.01% -9,527 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,023 shares; 2024Q4: 41,598 shares; 2025Q1: 51,415 shares; 2025Q2: 106,129 shares; 2025Q3: 120,917 shares; 2025Q4: 150,499 shares; 2026Q1: 590,763 shares 590,763 $9.49M 0.01% +440,264 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: 84,714 shares; 2024Q4: 81,670 shares; 2025Q1: 134,195 shares; 2025Q2: 209,566 shares; 2025Q3: 140,051 shares; 2025Q4: 153,051 shares; 2026Q1: 147,101 shares 147,101 $9.47M 0.01% -5,950 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,949 shares; 2024Q4: 5,542 shares; 2025Q1: 9,727 shares; 2025Q2: 137,952 shares; 2025Q3: 179,278 shares; 2025Q4: 163,590 shares; 2026Q1: 329,240 shares 329,240 $9.46M 0.01% +165,650 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 16,237 shares; 2025Q1: 10,995 shares; 2025Q2: 17,068 shares; 2025Q3: 14,736 shares; 2025Q4: 11,799 shares; 2026Q1: 12,238 shares 12,238 $9.46M 0.01% +439 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,137 shares; 2024Q4: 194,832 shares; 2025Q1: 196,302 shares; 2025Q2: 208,192 shares; 2025Q3: 217,605 shares; 2025Q4: 226,357 shares; 2026Q1: 251,039 shares 251,039 $9.43M 0.01% +24,682 Timeline PZA 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: 446,168 shares; 2024Q4: 587,334 shares; 2025Q1: 518,168 shares; 2025Q2: 597,461 shares; 2025Q3: 577,844 shares; 2025Q4: 472,724 shares; 2026Q1: 410,317 shares 410,317 $9.43M 0.01% -62,407 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 33,080 shares; 2025Q3: 77,429 shares; 2025Q4: 111,833 shares; 2026Q1: 121,111 shares 121,111 $9.38M 0.01% +9,278 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 2,448 shares; 2025Q3: 7,044 shares; 2025Q4: 72,463 shares; 2026Q1: 117,134 shares 117,134 $9.38M 0.01% +44,671 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: 971,492 shares; 2024Q4: 662,114 shares; 2025Q1: 441,823 shares; 2025Q2: 392,818 shares; 2025Q3: 404,713 shares; 2025Q4: 336,088 shares; 2026Q1: 300,002 shares 300,002 $9.37M 0.01% -36,086 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: 45,050 shares; 2024Q4: 39,096 shares; 2025Q1: 52,513 shares; 2025Q2: 71,776 shares; 2025Q3: 71,904 shares; 2025Q4: 42,451 shares; 2026Q1: 47,317 shares 47,317 $9.37M 0.01% +4,866 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,932 shares; 2024Q4: 36,363 shares; 2025Q1: 33,267 shares; 2025Q2: 35,090 shares; 2025Q3: 70,548 shares; 2025Q4: 127,315 shares; 2026Q1: 142,332 shares 142,332 $9.35M 0.01% +15,017 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,323 shares; 2024Q4: 73,274 shares; 2025Q1: 26,227 shares; 2025Q2: 102,184 shares; 2025Q3: 209,717 shares; 2025Q4: 131,553 shares; 2026Q1: 124,020 shares 124,020 $9.34M 0.01% -7,533 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,042 shares; 2024Q4: 5,420 shares; 2025Q1: 15,578 shares; 2025Q2: 129,255 shares; 2025Q3: 5,972 shares; 2025Q4: 113,899 shares; 2026Q1: 100,730 shares 100,730 $9.33M 0.01% -13,169 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,419 shares; 2024Q4: 11,421 shares; 2025Q1: 72,423 shares; 2025Q2: 150,637 shares; 2025Q3: 198,746 shares; 2025Q4: 195,218 shares; 2026Q1: 269,966 shares 269,966 $9.31M 0.01% +74,748 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 507 shares; 2025Q1: 527 shares; 2025Q2: 412 shares; 2025Q3: 122,319 shares; 2025Q4: 120,032 shares; 2026Q1: 119,280 shares 119,280 $9.3M 0.01% -752 Timeline NFLT 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: 315,045 shares; 2024Q4: 405,967 shares; 2025Q1: 544,580 shares; 2025Q2: 562,961 shares; 2025Q3: 448,844 shares; 2025Q4: 452,686 shares; 2026Q1: 408,301 shares 408,301 $9.29M 0.01% -44,385 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,871 shares; 2024Q4: 149,545 shares; 2025Q1: 175,335 shares; 2025Q2: 175,053 shares; 2025Q3: 180,878 shares; 2025Q4: 185,172 shares; 2026Q1: 226,723 shares 226,723 $9.25M 0.01% +41,551 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,034 shares; 2026Q1: 339,849 shares 339,849 $9.23M 0.01% +225,815 Timeline FLCH 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: 385 shares; 2024Q4: 435 shares; 2025Q1: 16,816 shares; 2025Q2: 22,625 shares; 2025Q3: 402,065 shares; 2025Q4: 386,715 shares; 2026Q1: 409,311 shares 409,311 $9.16M 0.01% +22,596 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,580 shares; 2024Q4: 27,909 shares; 2025Q1: 37,636 shares; 2025Q2: 48,072 shares; 2025Q3: 97,140 shares; 2025Q4: 59,873 shares; 2026Q1: 39,463 shares 39,463 $9.16M 0.01% -20,410 Timeline CLIP 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: 17,324 shares; 2024Q4: 23,973 shares; 2025Q1: 58,539 shares; 2025Q2: 133,842 shares; 2025Q3: 120,810 shares; 2025Q4: 102,549 shares; 2026Q1: 91,211 shares 91,211 $9.15M 0.01% -11,338 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714,553 shares; 2024Q4: 812,137 shares; 2025Q1: 965,396 shares; 2025Q2: 1,137,158 shares; 2025Q3: 1,207,173 shares; 2025Q4: 1,190,306 shares; 2026Q1: 1,214,016 shares 1,214,016 $9.15M 0.01% +23,710 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,925 shares; 2024Q4: 157,845 shares; 2025Q1: 152,322 shares; 2025Q2: 195,874 shares; 2025Q3: 203,932 shares; 2025Q4: 126,890 shares; 2026Q1: 126,162 shares 126,162 $9.14M 0.01% -728 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: 81,991 shares; 2024Q4: 89,476 shares; 2025Q1: 83,021 shares; 2025Q2: 100,221 shares; 2025Q3: 98,099 shares; 2025Q4: 74,552 shares; 2026Q1: 83,594 shares 83,594 $9.13M 0.01% +9,042 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,196 shares; 2024Q4: 206,341 shares; 2025Q1: 168,449 shares; 2025Q2: 186,747 shares; 2025Q3: 177,162 shares; 2025Q4: 172,413 shares; 2026Q1: 188,022 shares 188,022 $9.11M 0.01% +15,609 Timeline BDEC 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: 146,613 shares; 2024Q4: 202,345 shares; 2025Q1: 190,290 shares; 2025Q2: 232,536 shares; 2025Q3: 235,744 shares; 2025Q4: 243,036 shares; 2026Q1: 189,556 shares 189,556 $9.1M 0.01% -53,480 Timeline GMAY 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: 526,098 shares; 2024Q4: 182,916 shares; 2025Q1: 143,407 shares; 2025Q2: 304,080 shares; 2025Q3: 289,234 shares; 2025Q4: 275,231 shares; 2026Q1: 221,201 shares 221,201 $9.08M 0.01% -54,030 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,648 shares; 2024Q4: 55,226 shares; 2025Q1: 43,959 shares; 2025Q2: 109,466 shares; 2025Q3: 120,198 shares; 2025Q4: 51,525 shares; 2026Q1: 52,199 shares 52,199 $9.06M 0.01% +674 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,823 shares; 2024Q4: 263,054 shares; 2025Q1: 255,219 shares; 2025Q2: 243,073 shares; 2025Q3: 340,572 shares; 2025Q4: 324,879 shares; 2026Q1: 281,786 shares 281,786 $9.06M 0.01% -43,093 Timeline RDIV 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: 114,294 shares; 2024Q4: 158,997 shares; 2025Q1: 173,580 shares; 2025Q2: 174,013 shares; 2025Q3: 164,674 shares; 2025Q4: 165,994 shares; 2026Q1: 162,537 shares 162,537 $9.05M 0.01% -3,457 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,064 shares; 2024Q4: 304,456 shares; 2025Q1: 310,446 shares; 2025Q2: 331,970 shares; 2025Q3: 329,479 shares; 2025Q4: 334,051 shares; 2026Q1: 349,111 shares 349,111 $9.04M 0.01% +15,060 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513,052 shares; 2024Q4: 471,450 shares; 2025Q1: 335,711 shares; 2025Q2: 640,286 shares; 2025Q3: 691,050 shares; 2025Q4: 671,212 shares; 2026Q1: 328,850 shares 328,850 $9.03M 0.01% -342,362 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,235 shares; 2024Q4: 101,794 shares; 2025Q1: 152,790 shares; 2025Q2: 113,345 shares; 2025Q3: 126,593 shares; 2025Q4: 285,755 shares; 2026Q1: 271,608 shares 271,608 $9.02M 0.01% -14,147 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,148 shares; 2024Q4: 174,096 shares; 2025Q1: 156,312 shares; 2025Q2: 156,952 shares; 2025Q3: 170,642 shares; 2025Q4: 170,728 shares; 2026Q1: 169,695 shares 169,695 $8.99M 0.01% -1,033 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,037 shares; 2025Q3: 51,135 shares; 2025Q4: 70,004 shares; 2026Q1: 118,646 shares 118,646 $8.98M 0.01% +48,642 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,013 shares; 2024Q4: 84,744 shares; 2025Q1: 184,518 shares; 2025Q2: 362,887 shares; 2025Q3: 388,513 shares; 2025Q4: 339,765 shares; 2026Q1: 371,510 shares 371,510 $8.96M 0.01% +31,745 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: 225,695 shares; 2024Q4: 210,223 shares; 2025Q1: 171,471 shares; 2025Q2: 221,518 shares; 2025Q3: 229,764 shares; 2025Q4: 205,856 shares; 2026Q1: 176,854 shares 176,854 $8.93M 0.01% -29,002 Timeline CWI 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: 137,460 shares; 2024Q4: 145,399 shares; 2025Q1: 131,712 shares; 2025Q2: 101,983 shares; 2025Q3: 118,196 shares; 2025Q4: 157,737 shares; 2026Q1: 244,006 shares 244,006 $8.93M 0.01% +86,269 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,980 shares; 2024Q4: 49,299 shares; 2025Q1: 47,635 shares; 2025Q2: 56,750 shares; 2025Q3: 74,775 shares; 2025Q4: 65,779 shares; 2026Q1: 109,058 shares 109,058 $8.92M 0.01% +43,279 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,496 shares; 2024Q4: 27,842 shares; 2025Q1: 49,523 shares; 2025Q2: 74,073 shares; 2025Q3: 106,097 shares; 2025Q4: 69,174 shares; 2026Q1: 57,135 shares 57,135 $8.89M 0.01% -12,039 Timeline SPDV 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: 102,847 shares; 2024Q4: 102,010 shares; 2025Q1: 293,392 shares; 2025Q2: 310,235 shares; 2025Q3: 297,186 shares; 2025Q4: 349,972 shares; 2026Q1: 237,686 shares 237,686 $8.85M 0.01% -112,286 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 1,021 shares; 2025Q1: 2,235 shares; 2025Q2: 2,178 shares; 2025Q3: 203,601 shares; 2025Q4: 177,810 shares; 2026Q1: 179,969 shares 179,969 $8.82M 0.01% +2,159 Timeline DFIS 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: 100,415 shares; 2024Q4: 102,492 shares; 2025Q1: 109,038 shares; 2025Q2: 97,181 shares; 2025Q3: 131,032 shares; 2025Q4: 164,240 shares; 2026Q1: 261,496 shares 261,496 $8.8M 0.01% +97,256 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: 12,656 shares; 2024Q4: 10,218 shares; 2025Q1: 17,993 shares; 2025Q2: 50,511 shares; 2025Q3: 268,394 shares; 2025Q4: 260,120 shares; 2026Q1: 246,277 shares 246,277 $8.8M 0.01% -13,843 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: 134,199 shares; 2024Q4: 135,352 shares; 2025Q1: 157,739 shares; 2025Q2: 150,416 shares; 2025Q3: 98,463 shares; 2025Q4: 68,420 shares; 2026Q1: 55,317 shares 55,317 $8.8M 0.01% -13,103 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 1,544 shares; 2025Q1: 561 shares; 2025Q2: 594 shares; 2025Q3: 592 shares; 2025Q4: 420 shares; 2026Q1: 138,382 shares 138,382 $8.8M 0.01% +137,962 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 13,079 shares; 2025Q1: 12,044 shares; 2025Q2: 11,164 shares; 2025Q3: 261,727 shares; 2025Q4: 153,160 shares; 2026Q1: 243,490 shares 243,490 $8.79M 0.01% +90,330 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,611 shares; 2024Q4: 241,816 shares; 2025Q1: 266,917 shares; 2025Q2: 265,405 shares; 2025Q3: 249,063 shares; 2025Q4: 247,443 shares; 2026Q1: 198,340 shares 198,340 $8.78M 0.01% -49,103 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,421 shares; 2024Q4: 100,213 shares; 2025Q1: 60,665 shares; 2025Q2: 139,667 shares; 2025Q3: 134,215 shares; 2025Q4: 78,286 shares; 2026Q1: 77,994 shares 77,994 $8.77M 0.01% -292 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: 139,531 shares; 2024Q4: 162,287 shares; 2025Q1: 161,099 shares; 2025Q2: 188,526 shares; 2025Q3: 197,037 shares; 2025Q4: 165,738 shares; 2026Q1: 181,936 shares 181,936 $8.77M 0.01% +16,198 Timeline