RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 26,479 shares; 2025Q4: 25,517 shares; 2026Q1: 24,770 shares 24,770 $4.02M 0.01% -747 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,537 shares; 2024Q4: 217,265 shares; 2025Q1: 172,800 shares; 2025Q2: 196,154 shares; 2025Q3: 239,098 shares; 2025Q4: 191,118 shares; 2026Q1: 155,894 shares 155,894 $4.01M 0.01% -35,224 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,744 shares; 2024Q4: 34,152 shares; 2025Q1: 23,369 shares; 2025Q2: 20,835 shares; 2025Q3: 24,761 shares; 2025Q4: 37,635 shares; 2026Q1: 37,591 shares 37,591 $4.01M 0.01% -44 Timeline VNQI 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: 556,979 shares; 2024Q4: 534,261 shares; 2025Q1: 60,771 shares; 2025Q2: 99,435 shares; 2025Q3: 333,380 shares; 2025Q4: 78,366 shares; 2026Q1: 90,183 shares 90,183 $4.01M 0.01% +11,817 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,385 shares; 2024Q4: 33,486 shares; 2025Q1: 35,761 shares; 2025Q2: 38,866 shares; 2025Q3: 41,897 shares; 2025Q4: 39,691 shares; 2026Q1: 104,651 shares 104,651 $4M 0.01% +64,960 Timeline AFLG 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: 1,544 shares; 2024Q4: 27,435 shares; 2025Q1: 69,131 shares; 2025Q2: 86,931 shares; 2025Q3: 86,182 shares; 2025Q4: 85,862 shares; 2026Q1: 103,619 shares 103,619 $4M 0.01% +17,757 Timeline DNOV 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: 84,392 shares; 2024Q4: 146,046 shares; 2025Q1: 178,570 shares; 2025Q2: 109,532 shares; 2025Q3: 102,709 shares; 2025Q4: 105,648 shares; 2026Q1: 83,339 shares 83,339 $3.99M 0.01% -22,309 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,932 shares; 2024Q4: 31,894 shares; 2025Q1: 36,075 shares; 2025Q2: 144,087 shares; 2025Q3: 131,617 shares; 2025Q4: 90,439 shares; 2026Q1: 72,918 shares 72,918 $3.98M 0.01% -17,521 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,227 shares; 2024Q4: 17,475 shares; 2025Q1: 18,720 shares; 2025Q2: 38,491 shares; 2025Q3: 64,904 shares; 2025Q4: 54,023 shares; 2026Q1: 29,444 shares 29,444 $3.96M 0.01% -24,579 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,136 shares; 2024Q4: 30,166 shares; 2025Q1: 87,006 shares; 2025Q2: 93,136 shares; 2025Q3: 105,220 shares; 2025Q4: 95,049 shares; 2026Q1: 124,108 shares 124,108 $3.96M 0.01% +29,059 Timeline NTSX 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: 672,855 shares; 2024Q4: 325,663 shares; 2025Q1: 333,729 shares; 2025Q2: 328,382 shares; 2025Q3: 321,385 shares; 2025Q4: 68,222 shares; 2026Q1: 75,758 shares 75,758 $3.95M 0.01% +7,536 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 21,560 shares; 2025Q1: 31,790 shares; 2025Q2: 32,044 shares; 2025Q3: 38,394 shares; 2025Q4: 60,227 shares; 2026Q1: 63,855 shares 63,855 $3.95M 0.01% +3,628 Timeline XMLV 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: 83,892 shares; 2024Q4: 78,341 shares; 2025Q1: 89,276 shares; 2025Q2: 76,091 shares; 2025Q3: 75,615 shares; 2025Q4: 65,055 shares; 2026Q1: 62,636 shares 62,636 $3.95M 0.01% -2,419 Timeline DJIA 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: 115,934 shares; 2024Q4: 121,722 shares; 2025Q1: 185,418 shares; 2025Q2: 186,844 shares; 2025Q3: 194,353 shares; 2025Q4: 185,975 shares; 2026Q1: 187,497 shares 187,497 $3.94M 0.01% +1,522 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,753 shares; 2024Q4: 158,810 shares; 2025Q1: 163,213 shares; 2025Q2: 174,274 shares; 2025Q3: 284,475 shares; 2025Q4: 260,781 shares; 2026Q1: 262,626 shares 262,626 $3.94M 0.01% +1,845 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,645 shares; 2024Q4: 66,911 shares; 2025Q1: 77,287 shares; 2025Q2: 194,299 shares; 2025Q3: 181,982 shares; 2025Q4: 71,454 shares; 2026Q1: 71,758 shares 71,758 $3.93M 0.01% +304 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 13,583 shares; 2025Q1: 12,432 shares; 2025Q2: 18,885 shares; 2025Q3: 21,137 shares; 2025Q4: 17,127 shares; 2026Q1: 22,947 shares 22,947 $3.93M 0.01% +5,820 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 255,789 shares; 2025Q1: 233,267 shares; 2025Q2: 197,994 shares; 2025Q3: 212,306 shares; 2025Q4: 188,642 shares; 2026Q1: 129,360 shares 129,360 $3.93M 0.01% -59,282 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,006 shares; 2024Q4: 58,956 shares; 2025Q1: 61,241 shares; 2025Q2: 56,245 shares; 2025Q3: 67,904 shares; 2025Q4: 47,744 shares; 2026Q1: 60,370 shares 60,370 $3.92M 0.01% +12,626 Timeline FDIS 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: 110,143 shares; 2024Q4: 110,980 shares; 2025Q1: 68,575 shares; 2025Q2: 101,608 shares; 2025Q3: 110,139 shares; 2025Q4: 79,039 shares; 2026Q1: 41,921 shares 41,921 $3.92M 0.01% -37,118 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,429 shares; 2024Q4: 177,720 shares; 2025Q1: 15,149 shares; 2025Q2: 51,658 shares; 2025Q3: 56,689 shares; 2025Q4: 56,455 shares; 2026Q1: 49,519 shares 49,519 $3.92M 0.01% -6,936 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,221 shares; 2024Q4: 24,570 shares; 2025Q1: 45,580 shares; 2025Q2: 49,517 shares; 2025Q3: 85,618 shares; 2025Q4: 104,126 shares; 2026Q1: 75,470 shares 75,470 $3.91M 0.01% -28,656 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,029 shares; 2024Q4: 8,104 shares; 2025Q1: 8,644 shares; 2025Q2: 12,087 shares; 2025Q3: 64,452 shares; 2025Q4: 61,534 shares; 2026Q1: 64,500 shares 64,500 $3.91M 0.01% +2,966 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 27,833 shares; 2025Q1: 29,526 shares; 2025Q2: 39,694 shares; 2025Q3: 41,937 shares; 2025Q4: 52,174 shares; 2026Q1: 50,369 shares 50,369 $3.91M 0.01% -1,805 Timeline DFGR 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: 73,042 shares; 2024Q4: 79,628 shares; 2025Q1: 94,038 shares; 2025Q2: 121,867 shares; 2025Q3: 138,326 shares; 2025Q4: 153,723 shares; 2026Q1: 147,038 shares 147,038 $3.91M 0.01% -6,685 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,613 shares; 2024Q4: 30,044 shares; 2025Q1: 25,751 shares; 2025Q2: 22,815 shares; 2025Q3: 21,358 shares; 2025Q4: 15,605 shares; 2026Q1: 35,611 shares 35,611 $3.9M 0.01% +20,006 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,603 shares; 2024Q4: 61,936 shares; 2025Q1: 62,398 shares; 2025Q2: 63,608 shares; 2025Q3: 80,854 shares; 2025Q4: 98,803 shares; 2026Q1: 105,002 shares 105,002 $3.89M 0.01% +6,199 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,286 shares; 2024Q4: 24,688 shares; 2025Q1: 24,138 shares; 2025Q2: 28,681 shares; 2025Q3: 23,348 shares; 2025Q4: 24,824 shares; 2026Q1: 123,077 shares 123,077 $3.89M 0.01% +98,253 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,291 shares; 2024Q4: 34,913 shares; 2025Q1: 32,872 shares; 2025Q2: 36,047 shares; 2025Q3: 36,600 shares; 2025Q4: 37,914 shares; 2026Q1: 35,351 shares 35,351 $3.89M 0.01% -2,563 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 4,480 shares; 2025Q1: 4,989 shares; 2025Q2: 4,580 shares; 2025Q3: 12,590 shares; 2025Q4: 11,353 shares; 2026Q1: 11,370 shares 11,370 $3.88M 0.01% +17 Timeline BMAY 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: 116,050 shares; 2024Q4: 111,806 shares; 2025Q1: 83,175 shares; 2025Q2: 127,532 shares; 2025Q3: 124,814 shares; 2025Q4: 117,124 shares; 2026Q1: 86,523 shares 86,523 $3.88M 0.01% -30,601 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,348 shares; 2024Q4: 51,577 shares; 2025Q1: 46,960 shares; 2025Q2: 66,969 shares; 2025Q3: 52,036 shares; 2025Q4: 41,175 shares; 2026Q1: 41,955 shares 41,955 $3.87M 0.01% +780 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,963 shares 117,963 $3.86M 0.01% new Timeline UFEB 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: 73,971 shares; 2024Q4: 62,749 shares; 2025Q1: 141,207 shares; 2025Q2: 161,082 shares; 2025Q3: 150,302 shares; 2025Q4: 124,642 shares; 2026Q1: 106,197 shares 106,197 $3.85M 0.01% -18,445 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,219 shares; 2024Q4: 66,733 shares; 2025Q1: 54,626 shares; 2025Q2: 101,912 shares; 2025Q3: 68,493 shares; 2025Q4: 39,491 shares; 2026Q1: 55,451 shares 55,451 $3.85M 0.01% +15,960 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 2,150 shares; 2025Q1: 1,863 shares; 2025Q2: 3,302 shares; 2025Q3: 7,027 shares; 2025Q4: 6,343 shares; 2026Q1: 6,358 shares 6,358 $3.85M 0.01% +15 Timeline DFGP 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: 2,054 shares; 2024Q4: 10,127 shares; 2025Q1: 9,991 shares; 2025Q2: 15,921 shares; 2025Q3: 45,646 shares; 2025Q4: 65,525 shares; 2026Q1: 71,209 shares 71,209 $3.84M 0.01% +5,684 Timeline DCRE 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: 480 shares; 2024Q4: 665 shares; 2025Q1: 36 shares; 2025Q2: 3,602 shares; 2025Q3: 83,146 shares; 2025Q4: 90,094 shares; 2026Q1: 73,592 shares 73,592 $3.82M 0.01% -16,502 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 3,326 shares; 2025Q1: 3,363 shares; 2025Q2: 3,396 shares; 2025Q3: 18,907 shares; 2025Q4: 17,813 shares; 2026Q1: 22,613 shares 22,613 $3.82M 0.01% +4,800 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 2,609 shares; 2025Q1: 857 shares; 2025Q2: 1,242 shares; 2025Q3: 1,200 shares; 2025Q4: 134,000 shares; 2026Q1: 180,899 shares 180,899 $3.82M 0.01% +46,899 Timeline BSJU 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: 11,501 shares; 2024Q4: 11,440 shares; 2025Q1: 20,386 shares; 2025Q2: 37,680 shares; 2025Q3: 44,911 shares; 2025Q4: 105,245 shares; 2026Q1: 149,363 shares 149,363 $3.82M 0.01% +44,118 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,260 shares; 2024Q4: 37,016 shares; 2025Q1: 42,532 shares; 2025Q2: 38,467 shares; 2025Q3: 111,429 shares; 2025Q4: 98,302 shares; 2026Q1: 106,823 shares 106,823 $3.82M 0.01% +8,521 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 300 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 4,561 shares; 2025Q4: 58,089 shares; 2026Q1: 79,323 shares 79,323 $3.82M 0.01% +21,234 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 9,298 shares; 2025Q1: 8,962 shares; 2025Q2: 10,258 shares; 2025Q3: 50,586 shares; 2025Q4: 33,033 shares; 2026Q1: 26,551 shares 26,551 $3.81M 0.01% -6,482 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,279 shares; 2024Q4: 86,093 shares; 2025Q1: 50,153 shares; 2025Q2: 85,616 shares; 2025Q3: 55,026 shares; 2025Q4: 40,357 shares; 2026Q1: 40,158 shares 40,158 $3.8M 0.01% -199 Timeline FNDA 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: 361,614 shares; 2024Q4: 742,679 shares; 2025Q1: 1,183,766 shares; 2025Q2: 748,301 shares; 2025Q3: 718,557 shares; 2025Q4: 667,024 shares; 2026Q1: 117,114 shares 117,114 $3.8M 0.01% -549,910 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,389 shares; 2024Q4: 37,288 shares; 2025Q1: 27,021 shares; 2025Q2: 45,742 shares; 2025Q3: 46,033 shares; 2025Q4: 24,572 shares; 2026Q1: 27,792 shares 27,792 $3.79M 0.01% +3,220 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,334 shares; 2024Q4: 93,765 shares; 2025Q1: 78,094 shares; 2025Q2: 50,613 shares; 2025Q3: 64,885 shares; 2025Q4: 150,426 shares; 2026Q1: 172,950 shares 172,950 $3.79M 0.01% +22,524 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,501 shares; 2024Q4: 42,335 shares; 2025Q1: 46,013 shares; 2025Q2: 43,324 shares; 2025Q3: 49,516 shares; 2025Q4: 56,795 shares; 2026Q1: 55,508 shares 55,508 $3.78M 0.01% -1,287 Timeline ILDR 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: 16,542 shares; 2024Q4: 29,361 shares; 2025Q1: 30,302 shares; 2025Q2: 43,505 shares; 2025Q3: 105,278 shares; 2025Q4: 133,007 shares; 2026Q1: 126,690 shares 126,690 $3.77M 0.01% -6,317 Timeline BBHY 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: 41,202 shares; 2024Q4: 38,381 shares; 2025Q1: 35,457 shares; 2025Q2: 82,991 shares; 2025Q3: 100,737 shares; 2025Q4: 83,325 shares; 2026Q1: 82,240 shares 82,240 $3.77M 0.01% -1,085 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,848 shares; 2024Q4: 13,900 shares; 2025Q1: 10,196 shares; 2025Q2: 45,047 shares; 2025Q3: 130,905 shares; 2025Q4: 169,362 shares; 2026Q1: 194,087 shares 194,087 $3.77M 0.01% +24,725 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,926 shares; 2024Q4: 27,751 shares; 2025Q1: 50,407 shares; 2025Q2: 152,755 shares; 2025Q3: 225,259 shares; 2025Q4: 96,475 shares; 2026Q1: 123,111 shares 123,111 $3.76M 0.01% +26,636 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,060 shares; 2024Q4: 62,339 shares; 2025Q1: 51,059 shares; 2025Q2: 74,111 shares; 2025Q3: 69,003 shares; 2025Q4: 59,921 shares; 2026Q1: 62,998 shares 62,998 $3.75M 0.01% +3,077 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,065 shares; 2024Q4: 210,543 shares; 2025Q1: 239,683 shares; 2025Q2: 389,308 shares; 2025Q3: 395,351 shares; 2025Q4: 407,894 shares; 2026Q1: 426,270 shares 426,270 $3.74M 0.01% +18,376 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,964 shares; 2024Q4: 80,672 shares; 2025Q1: 64,478 shares; 2025Q2: 62,228 shares; 2025Q3: 90,887 shares; 2025Q4: 87,704 shares; 2026Q1: 57,903 shares 57,903 $3.74M 0.01% -29,801 Timeline PFRL 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: 1,185 shares; 2024Q4: 1,130 shares; 2025Q1: 2,730 shares; 2025Q2: 2,378 shares; 2025Q3: 3,289 shares; 2025Q4: 1,755 shares; 2026Q1: 76,808 shares 76,808 $3.74M 0.01% +75,053 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,491 shares 74,491 $3.73M 0.01% new Timeline FNDC 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: 269,249 shares; 2024Q4: 270,067 shares; 2025Q1: 459,659 shares; 2025Q2: 268,371 shares; 2025Q3: 257,445 shares; 2025Q4: 290,256 shares; 2026Q1: 80,410 shares 80,410 $3.73M 0.01% -209,846 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,494 shares; 2024Q4: 128,712 shares; 2025Q1: 129,390 shares; 2025Q2: 232,742 shares; 2025Q3: 253,641 shares; 2025Q4: 146,842 shares; 2026Q1: 105,998 shares 105,998 $3.72M 0.01% -40,844 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693,811 shares; 2024Q4: 76,961 shares; 2025Q1: 1,798,835 shares; 2025Q2: 1,717,964 shares; 2025Q3: 1,619,669 shares; 2025Q4: 35,207 shares; 2026Q1: 266,781 shares 266,781 $3.72M 0.01% +231,574 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,285 shares; 2024Q4: 82,557 shares; 2025Q1: 133,258 shares; 2025Q2: 182,872 shares; 2025Q3: 167,345 shares; 2025Q4: 206,523 shares; 2026Q1: 181,494 shares 181,494 $3.72M 0.01% -25,029 Timeline HMOP 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: 53,723 shares; 2024Q4: 86,326 shares; 2025Q1: 105,903 shares; 2025Q2: 116,127 shares; 2025Q3: 102,009 shares; 2025Q4: 86,894 shares; 2026Q1: 96,015 shares 96,015 $3.72M 0.01% +9,121 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,394 shares; 2024Q4: 13,083 shares; 2025Q1: 12,288 shares; 2025Q2: 14,549 shares; 2025Q3: 20,171 shares; 2025Q4: 18,181 shares; 2026Q1: 28,629 shares 28,629 $3.72M 0.01% +10,448 Timeline USXF 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: 69,351 shares; 2024Q4: 73,439 shares; 2025Q1: 56,496 shares; 2025Q2: 86,905 shares; 2025Q3: 90,932 shares; 2025Q4: 68,822 shares; 2026Q1: 67,306 shares 67,306 $3.72M 0.01% -1,516 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,210 shares; 2024Q4: 17,535 shares; 2025Q1: 23,326 shares; 2025Q2: 39,483 shares; 2025Q3: 46,108 shares; 2025Q4: 26,893 shares; 2026Q1: 28,591 shares 28,591 $3.71M 0.01% +1,698 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,076 shares; 2025Q2: 21,855 shares; 2025Q3: 24,486 shares; 2025Q4: 146,140 shares; 2026Q1: 145,228 shares 145,228 $3.71M 0.01% -912 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,856 shares; 2024Q4: 80,487 shares; 2025Q1: 87,082 shares; 2025Q2: 90,550 shares; 2025Q3: 89,611 shares; 2025Q4: 82,242 shares; 2026Q1: 86,329 shares 86,329 $3.7M 0.01% +4,087 Timeline DTH 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: 16,058 shares; 2024Q4: 13,775 shares; 2025Q1: 23,485 shares; 2025Q2: 39,831 shares; 2025Q3: 53,734 shares; 2025Q4: 61,566 shares; 2026Q1: 68,224 shares 68,224 $3.69M 0.01% +6,658 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,360 shares; 2024Q4: 13,811 shares; 2025Q1: 13,300 shares; 2025Q2: 14,564 shares; 2025Q3: 19,127 shares; 2025Q4: 15,318 shares; 2026Q1: 13,043 shares 13,043 $3.68M 0.01% -2,275 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 14,432 shares; 2025Q1: 15,212 shares; 2025Q2: 16,111 shares; 2025Q3: 30,006 shares; 2025Q4: 29,920 shares; 2026Q1: 30,662 shares 30,662 $3.68M 0.01% +742 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,217 shares; 2024Q4: 51,946 shares; 2025Q1: 42,635 shares; 2025Q2: 74,943 shares; 2025Q3: 119,528 shares; 2025Q4: 79,756 shares; 2026Q1: 76,027 shares 76,027 $3.68M 0.01% -3,729 Timeline TDV 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: 62,950 shares; 2024Q4: 135,471 shares; 2025Q1: 31,879 shares; 2025Q2: 54,547 shares; 2025Q3: 57,364 shares; 2025Q4: 46,911 shares; 2026Q1: 43,385 shares 43,385 $3.68M 0.01% -3,526 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,964 shares; 2024Q4: 111,628 shares; 2025Q1: 111,139 shares; 2025Q2: 132,627 shares; 2025Q3: 215,148 shares; 2025Q4: 98,336 shares; 2026Q1: 91,890 shares 91,890 $3.67M 0.01% -6,446 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,230 shares; 2024Q4: 122,709 shares; 2025Q1: 63,522 shares; 2025Q2: 113,208 shares; 2025Q3: 136,577 shares; 2025Q4: 88,009 shares; 2026Q1: 73,531 shares 73,531 $3.65M 0.01% -14,478 Timeline MAYW 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: 188,849 shares; 2024Q4: 119,116 shares; 2025Q1: 109,495 shares; 2025Q2: 163,540 shares; 2025Q3: 160,623 shares; 2025Q4: 127,977 shares; 2026Q1: 108,008 shares 108,008 $3.65M 0.01% -19,969 Timeline HYGH 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: 29,702 shares; 2024Q4: 28,604 shares; 2025Q1: 26,240 shares; 2025Q2: 33,101 shares; 2025Q3: 36,964 shares; 2025Q4: 48,421 shares; 2026Q1: 42,609 shares 42,609 $3.65M 0.01% -5,812 Timeline FUMB 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: 157,911 shares; 2024Q4: 158,779 shares; 2025Q1: 270,296 shares; 2025Q2: 270,242 shares; 2025Q3: 267,701 shares; 2025Q4: 227,218 shares; 2026Q1: 181,838 shares 181,838 $3.65M 0.01% -45,380 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,349 shares; 2024Q4: 65,157 shares; 2025Q1: 90,595 shares; 2025Q2: 75,326 shares; 2025Q3: 67,997 shares; 2025Q4: 64,332 shares; 2026Q1: 59,694 shares 59,694 $3.65M 0.01% -4,638 Timeline ZROZ 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: 141,021 shares; 2024Q4: 149,311 shares; 2025Q1: 80,116 shares; 2025Q2: 28,456 shares; 2025Q3: 73,972 shares; 2025Q4: 79,052 shares; 2026Q1: 56,885 shares 56,885 $3.64M 0.01% -22,167 Timeline ARKF 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: 60,469 shares; 2024Q4: 54,022 shares; 2025Q1: 50,579 shares; 2025Q2: 67,877 shares; 2025Q3: 92,078 shares; 2025Q4: 118,084 shares; 2026Q1: 95,687 shares 95,687 $3.64M 0.01% -22,397 Timeline XBOC 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: 147,037 shares; 2024Q4: 137,072 shares; 2025Q1: 130,510 shares; 2025Q2: 142,673 shares; 2025Q3: 147,630 shares; 2025Q4: 116,418 shares; 2026Q1: 110,557 shares 110,557 $3.64M 0.01% -5,861 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 17,458 shares; 2025Q1: 10,222 shares; 2025Q2: 17,025 shares; 2025Q3: 15,680 shares; 2025Q4: 11,241 shares; 2026Q1: 10,262 shares 10,262 $3.63M 0.01% -979 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 11,625 shares; 2025Q1: 40,296 shares; 2025Q2: 50,805 shares; 2025Q3: 116,394 shares; 2025Q4: 124,654 shares; 2026Q1: 193,581 shares 193,581 $3.63M 0.01% +68,927 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,663 shares; 2024Q4: 104,195 shares; 2025Q1: 92,221 shares; 2025Q2: 96,666 shares; 2025Q3: 101,242 shares; 2025Q4: 58,617 shares; 2026Q1: 98,053 shares 98,053 $3.63M 0.01% +39,436 Timeline IOCT 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: 120,944 shares; 2024Q4: 124,590 shares; 2025Q1: 126,623 shares; 2025Q2: 152,976 shares; 2025Q3: 146,045 shares; 2025Q4: 139,684 shares; 2026Q1: 103,421 shares 103,421 $3.62M 0.01% -36,263 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,533 shares; 2025Q2: 77,632 shares; 2025Q3: 72,295 shares; 2025Q4: 39,256 shares; 2026Q1: 70,634 shares 70,634 $3.62M 0.01% +31,378 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531,791 shares; 2024Q4: 520,406 shares; 2025Q1: 528,835 shares; 2025Q2: 551,598 shares; 2025Q3: 542,998 shares; 2025Q4: 509,632 shares; 2026Q1: 513,879 shares 513,879 $3.61M 0.01% +4,247 Timeline EALT 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: 35,942 shares; 2024Q4: 37,045 shares; 2025Q1: 101,266 shares; 2025Q2: 39,575 shares; 2025Q3: 52,173 shares; 2025Q4: 66,118 shares; 2026Q1: 107,312 shares 107,312 $3.6M 0.01% +41,194 Timeline AGGY 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: 84,375 shares; 2024Q4: 84,021 shares; 2025Q1: 74,681 shares; 2025Q2: 77,170 shares; 2025Q3: 75,819 shares; 2025Q4: 79,418 shares; 2026Q1: 82,619 shares 82,619 $3.59M 0.01% +3,201 Timeline UMAR 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: 59,163 shares; 2024Q4: 55,617 shares; 2025Q1: 81,011 shares; 2025Q2: 89,170 shares; 2025Q3: 86,866 shares; 2025Q4: 81,583 shares; 2026Q1: 90,326 shares 90,326 $3.59M 0.01% +8,743 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,534 shares; 2024Q4: 5,745 shares; 2025Q1: 54,734 shares; 2025Q2: 9,671 shares; 2025Q3: 10,573 shares; 2025Q4: 38,373 shares; 2026Q1: 63,813 shares 63,813 $3.59M 0.01% +25,440 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 9,017 shares; 2025Q1: 5,764 shares; 2025Q2: 7,841 shares; 2025Q3: 16,770 shares; 2025Q4: 19,277 shares; 2026Q1: 18,823 shares 18,823 $3.59M 0.01% -454 Timeline AOK 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: 36,963 shares; 2024Q4: 33,761 shares; 2025Q1: 39,284 shares; 2025Q2: 39,605 shares; 2025Q3: 40,775 shares; 2025Q4: 58,293 shares; 2026Q1: 89,901 shares 89,901 $3.59M 0.01% +31,608 Timeline MMIN 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: 22,170 shares; 2024Q4: 15,975 shares; 2025Q1: 25,886 shares; 2025Q2: 25,925 shares; 2025Q3: 69,432 shares; 2025Q4: 100,069 shares; 2026Q1: 151,150 shares 151,150 $3.58M 0.01% +51,081 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,393 shares; 2024Q4: 24,487 shares; 2025Q1: 25,356 shares; 2025Q2: 32,370 shares; 2025Q3: 37,537 shares; 2025Q4: 38,484 shares; 2026Q1: 38,238 shares 38,238 $3.58M 0.01% -246 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 39,195 shares; 2025Q3: 42,641 shares; 2025Q4: 75,814 shares; 2026Q1: 85,772 shares 85,772 $3.58M 0.01% +9,958 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 4,910 shares; 2025Q1: 7,586 shares; 2025Q2: 5,344 shares; 2025Q3: 30,781 shares; 2025Q4: 30,925 shares; 2026Q1: 30,859 shares 30,859 $3.57M 0.01% -66 Timeline DIVB 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: 18,322 shares; 2024Q4: 28,838 shares; 2025Q1: 31,517 shares; 2025Q2: 34,357 shares; 2025Q3: 43,593 shares; 2025Q4: 42,142 shares; 2026Q1: 66,028 shares 66,028 $3.56M 0.01% +23,886 Timeline QEFA 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: 16,280 shares; 2024Q4: 22,630 shares; 2025Q1: 28,404 shares; 2025Q2: 34,717 shares; 2025Q3: 34,779 shares; 2025Q4: 37,817 shares; 2026Q1: 37,992 shares 37,992 $3.55M 0.01% +175 Timeline KJUL 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: 124,358 shares; 2024Q4: 121,871 shares; 2025Q1: 113,851 shares; 2025Q2: 141,131 shares; 2025Q3: 160,220 shares; 2025Q4: 148,584 shares; 2026Q1: 110,755 shares 110,755 $3.55M 0.01% -37,829 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,096 shares; 2024Q4: 14,426 shares; 2025Q1: 16,032 shares; 2025Q2: 17,691 shares; 2025Q3: 39,210 shares; 2025Q4: 28,711 shares; 2026Q1: 38,383 shares 38,383 $3.54M 0.01% +9,672 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 3,382 shares; 2025Q1: 26,494 shares; 2025Q2: 40,287 shares; 2025Q3: 49,475 shares; 2025Q4: 34,298 shares; 2026Q1: 36,257 shares 36,257 $3.53M 0.01% +1,959 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,595 shares; 2024Q4: 285,768 shares; 2025Q1: 312,821 shares; 2025Q2: 333,034 shares; 2025Q3: 381,531 shares; 2025Q4: 362,470 shares; 2026Q1: 372,839 shares 372,839 $3.52M 0.01% +10,369 Timeline USPX 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: 4,910 shares; 2024Q4: 4,940 shares; 2025Q1: 4,188 shares; 2025Q2: 33,874 shares; 2025Q3: 27,237 shares; 2025Q4: 21,393 shares; 2026Q1: 61,850 shares 61,850 $3.52M 0.01% +40,457 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,637 shares; 2024Q4: 40,244 shares; 2025Q1: 41,137 shares; 2025Q2: 55,204 shares; 2025Q3: 88,609 shares; 2025Q4: 72,018 shares; 2026Q1: 72,051 shares 72,051 $3.51M 0.01% +33 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 3,336 shares; 2025Q1: 2,881 shares; 2025Q2: 3,393 shares; 2025Q3: 28,184 shares; 2025Q4: 26,490 shares; 2026Q1: 29,009 shares 29,009 $3.51M 0.01% +2,519 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,922 shares; 2024Q4: 141,730 shares; 2025Q1: 118,717 shares; 2025Q2: 109,061 shares; 2025Q3: 111,312 shares; 2025Q4: 29,399 shares; 2026Q1: 28,118 shares 28,118 $3.51M 0.01% -1,281 Timeline SLQD 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: 281,301 shares; 2024Q4: 203,500 shares; 2025Q1: 249,284 shares; 2025Q2: 149,997 shares; 2025Q3: 108,207 shares; 2025Q4: 86,998 shares; 2026Q1: 69,474 shares 69,474 $3.51M 0.01% -17,524 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,182 shares; 2024Q4: 341,508 shares; 2025Q1: 365,524 shares; 2025Q2: 394,174 shares; 2025Q3: 407,858 shares; 2025Q4: 430,731 shares; 2026Q1: 450,470 shares 450,470 $3.5M 0.01% +19,739 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,941 shares; 2024Q4: 41,676 shares; 2025Q1: 23,558 shares; 2025Q2: 49,604 shares; 2025Q3: 72,450 shares; 2025Q4: 45,997 shares; 2026Q1: 40,235 shares 40,235 $3.5M 0.01% -5,762 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,108 shares; 2024Q4: 3,557 shares; 2025Q1: 3,084 shares; 2025Q2: 5,244 shares; 2025Q3: 5,875 shares; 2025Q4: 10,056 shares; 2026Q1: 28,354 shares 28,354 $3.49M 0.01% +18,298 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 593 shares; 2025Q1: 1,061 shares; 2025Q2: 1,574 shares; 2025Q3: 1,900 shares; 2025Q4: 2,248 shares; 2026Q1: 4,122 shares 4,122 $3.48M 0.01% +1,874 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,704 shares; 2024Q4: 11,328 shares; 2025Q1: 22,497 shares; 2025Q2: 26,109 shares; 2025Q3: 30,787 shares; 2025Q4: 58,260 shares; 2026Q1: 69,467 shares 69,467 $3.47M 0.01% +11,207 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,584 shares; 2024Q4: 169,653 shares; 2025Q1: 208,731 shares; 2025Q2: 230,525 shares; 2025Q3: 254,696 shares; 2025Q4: 236,418 shares; 2026Q1: 284,957 shares 284,957 $3.47M 0.01% +48,539 Timeline DSEP 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: 104,243 shares; 2024Q4: 120,521 shares; 2025Q1: 117,437 shares; 2025Q2: 90,915 shares; 2025Q3: 103,604 shares; 2025Q4: 99,526 shares; 2026Q1: 78,866 shares 78,866 $3.47M 0.01% -20,660 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,101 shares; 2024Q4: 93,100 shares; 2025Q1: 94,281 shares; 2025Q2: 109,353 shares; 2025Q3: 97,594 shares; 2025Q4: 141,692 shares; 2026Q1: 130,856 shares 130,856 $3.46M 0.01% -10,836 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 902 shares; 2025Q1: 642 shares; 2025Q2: 5,802 shares; 2025Q3: 6,441 shares; 2025Q4: 3,262 shares; 2026Q1: 185,047 shares 185,047 $3.44M 0.01% +181,785 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,375 shares; 2024Q4: 80,395 shares; 2025Q1: 72,214 shares; 2025Q2: 93,349 shares; 2025Q3: 94,493 shares; 2025Q4: 73,918 shares; 2026Q1: 71,706 shares 71,706 $3.44M 0.01% -2,212 Timeline RTH 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: 19,936 shares; 2024Q4: 18,855 shares; 2025Q1: 19,794 shares; 2025Q2: 19,861 shares; 2025Q3: 18,644 shares; 2025Q4: 16,726 shares; 2026Q1: 13,692 shares 13,692 $3.44M 0.01% -3,034 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,727 shares; 2024Q4: 58,468 shares; 2025Q1: 74,153 shares; 2025Q2: 105,862 shares; 2025Q3: 108,215 shares; 2025Q4: 62,209 shares; 2026Q1: 53,580 shares 53,580 $3.43M 0.01% -8,629 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,834 shares; 2024Q4: 25,792 shares; 2025Q1: 51,649 shares; 2025Q2: 53,657 shares; 2025Q3: 44,466 shares; 2025Q4: 28,879 shares; 2026Q1: 20,648 shares 20,648 $3.43M 0.01% -8,231 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,432 shares; 2024Q4: 21,429 shares; 2025Q1: 19,366 shares; 2025Q2: 30,509 shares; 2025Q3: 30,799 shares; 2025Q4: 18,634 shares; 2026Q1: 19,459 shares 19,459 $3.42M 0.01% +825 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,654 shares; 2024Q4: 85,751 shares; 2025Q1: 35,578 shares; 2025Q2: 219,090 shares; 2025Q3: 263,315 shares; 2025Q4: 58,925 shares; 2026Q1: 56,987 shares 56,987 $3.42M 0.01% -1,938 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,988 shares; 2024Q4: 110,485 shares; 2025Q1: 148,606 shares; 2025Q2: 94,797 shares; 2025Q3: 107,659 shares; 2025Q4: 116,578 shares; 2026Q1: 136,021 shares 136,021 $3.42M 0.01% +19,443 Timeline JUNW 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: 131,824 shares; 2024Q4: 130,643 shares; 2025Q1: 121,439 shares; 2025Q2: 141,660 shares; 2025Q3: 136,928 shares; 2025Q4: 115,046 shares; 2026Q1: 102,312 shares 102,312 $3.41M <0.01% -12,734 Timeline QMAR 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: 246,733 shares; 2024Q4: 216,006 shares; 2025Q1: 209,639 shares; 2025Q2: 139,496 shares; 2025Q3: 137,266 shares; 2025Q4: 124,435 shares; 2026Q1: 101,378 shares 101,378 $3.41M <0.01% -23,057 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,476 shares; 2024Q4: 58,050 shares; 2025Q1: 57,798 shares; 2025Q2: 59,224 shares; 2025Q3: 59,431 shares; 2025Q4: 50,713 shares; 2026Q1: 45,180 shares 45,180 $3.41M <0.01% -5,533 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 12,677 shares; 2025Q1: 11,583 shares; 2025Q2: 14,847 shares; 2025Q3: 14,951 shares; 2025Q4: 11,145 shares; 2026Q1: 6,516 shares 6,516 $3.41M <0.01% -4,629 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,855 shares; 2024Q4: 262,323 shares; 2025Q1: 405,578 shares; 2025Q2: 439,973 shares; 2025Q3: 575,757 shares; 2025Q4: 347,366 shares; 2026Q1: 193,448 shares 193,448 $3.4M <0.01% -153,918 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 8,847 shares; 2025Q1: 9,786 shares; 2025Q2: 11,990 shares; 2025Q3: 13,163 shares; 2025Q4: 18,374 shares; 2026Q1: 29,633 shares 29,633 $3.4M <0.01% +11,259 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,533 shares; 2024Q4: 48,662 shares; 2025Q1: 50,010 shares; 2025Q2: 58,229 shares; 2025Q3: 60,489 shares; 2025Q4: 58,202 shares; 2026Q1: 64,291 shares 64,291 $3.4M <0.01% +6,089 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 15,909 shares; 2025Q1: 13,594 shares; 2025Q2: 37,098 shares; 2025Q3: 51,150 shares; 2025Q4: 45,830 shares; 2026Q1: 45,031 shares 45,031 $3.39M <0.01% -799 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,803 shares; 2024Q4: 176,273 shares; 2025Q1: 180,667 shares; 2025Q2: 195,996 shares; 2025Q3: 192,056 shares; 2025Q4: 202,958 shares; 2026Q1: 197,819 shares 197,819 $3.39M <0.01% -5,139 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 7,943 shares; 2025Q1: 18,510 shares; 2025Q2: 248,918 shares; 2025Q3: 251,217 shares; 2025Q4: 76,876 shares; 2026Q1: 74,674 shares 74,674 $3.39M <0.01% -2,202 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 21,796 shares; 2025Q1: 19,732 shares; 2025Q2: 60,787 shares; 2025Q3: 55,062 shares; 2025Q4: 37,903 shares; 2026Q1: 30,929 shares 30,929 $3.39M <0.01% -6,974 Timeline SFEB 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: 52,531 shares; 2024Q4: 41,829 shares; 2025Q1: 114,778 shares; 2025Q2: 318,367 shares; 2025Q3: 257,233 shares; 2025Q4: 111,935 shares; 2026Q1: 142,600 shares 142,600 $3.39M <0.01% +30,665 Timeline TOUS 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: 1,835 shares; 2024Q4: 2,286 shares; 2025Q1: 4,474 shares; 2025Q2: 21,068 shares; 2025Q3: 31,330 shares; 2025Q4: 61,315 shares; 2026Q1: 97,881 shares 97,881 $3.38M <0.01% +36,566 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,611 shares; 2024Q4: 15,419 shares; 2025Q1: 19,886 shares; 2025Q2: 22,610 shares; 2025Q3: 28,896 shares; 2025Q4: 32,729 shares; 2026Q1: 30,509 shares 30,509 $3.38M <0.01% -2,220 Timeline XBJA 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: 109,024 shares; 2024Q4: 108,477 shares; 2025Q1: 124,911 shares; 2025Q2: 148,196 shares; 2025Q3: 152,812 shares; 2025Q4: 123,048 shares; 2026Q1: 108,031 shares 108,031 $3.38M <0.01% -15,017 Timeline PFFD 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: 157,349 shares; 2024Q4: 156,576 shares; 2025Q1: 129,257 shares; 2025Q2: 201,917 shares; 2025Q3: 210,601 shares; 2025Q4: 129,033 shares; 2026Q1: 182,964 shares 182,964 $3.37M <0.01% +53,931 Timeline USEP 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: 66,966 shares; 2024Q4: 80,777 shares; 2025Q1: 68,760 shares; 2025Q2: 69,262 shares; 2025Q3: 97,361 shares; 2025Q4: 97,704 shares; 2026Q1: 86,999 shares 86,999 $3.36M <0.01% -10,705 Timeline GOVI 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: 193,536 shares; 2024Q4: 633,499 shares; 2025Q1: 316,652 shares; 2025Q2: 383,523 shares; 2025Q3: 428,652 shares; 2025Q4: 452,897 shares; 2026Q1: 123,143 shares 123,143 $3.36M <0.01% -329,754 Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,122 shares; 2025Q3: 64,380 shares; 2025Q4: 71,240 shares; 2026Q1: 88,654 shares 88,654 $3.36M <0.01% +17,414 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796,492 shares; 2024Q4: 787,209 shares; 2025Q1: 775,966 shares; 2025Q2: 836,592 shares; 2025Q3: 810,367 shares; 2025Q4: 719,611 shares; 2026Q1: 575,858 shares 575,858 $3.36M <0.01% -143,753 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,749 shares; 2025Q1: 5,080 shares; 2025Q2: 5,913 shares; 2025Q3: 54,733 shares; 2025Q4: 52,436 shares; 2026Q1: 50,872 shares 50,872 $3.35M <0.01% -1,564 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328,958 shares; 2026Q1: 267,521 shares 267,521 $3.35M <0.01% -61,437 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,170 shares; 2024Q4: 70,104 shares; 2025Q1: 109,455 shares; 2025Q2: 247,004 shares; 2025Q3: 284,936 shares; 2025Q4: 253,718 shares; 2026Q1: 231,370 shares 231,370 $3.34M <0.01% -22,348 Timeline DAPR 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: 142,120 shares; 2024Q4: 109,591 shares; 2025Q1: 100,465 shares; 2025Q2: 120,627 shares; 2025Q3: 123,778 shares; 2025Q4: 99,975 shares; 2026Q1: 83,837 shares 83,837 $3.33M <0.01% -16,138 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,723 shares; 2024Q4: 48,488 shares; 2025Q1: 43,422 shares; 2025Q2: 62,915 shares; 2025Q3: 76,170 shares; 2025Q4: 61,449 shares; 2026Q1: 61,798 shares 61,798 $3.33M <0.01% +349 Timeline TLTW 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: 104,010 shares; 2024Q4: 111,610 shares; 2025Q1: 110,856 shares; 2025Q2: 170,268 shares; 2025Q3: 190,166 shares; 2025Q4: 167,311 shares; 2026Q1: 147,210 shares 147,210 $3.33M <0.01% -20,101 Timeline XBJL 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: 83,470 shares; 2024Q4: 92,999 shares; 2025Q1: 104,027 shares; 2025Q2: 94,463 shares; 2025Q3: 104,748 shares; 2025Q4: 102,842 shares; 2026Q1: 87,540 shares 87,540 $3.33M <0.01% -15,302 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,883 shares; 2024Q4: 224,721 shares; 2025Q1: 217,803 shares; 2025Q2: 261,071 shares; 2025Q3: 307,868 shares; 2025Q4: 303,961 shares; 2026Q1: 276,043 shares 276,043 $3.33M <0.01% -27,918 Timeline FTXL 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: 32,595 shares; 2024Q4: 26,921 shares; 2025Q1: 21,279 shares; 2025Q2: 22,278 shares; 2025Q3: 21,102 shares; 2025Q4: 13,687 shares; 2026Q1: 22,553 shares 22,553 $3.33M <0.01% +8,866 Timeline GDE 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: 137 shares; 2024Q4: 100 shares; 2025Q1: 2,135 shares; 2025Q2: 3,157 shares; 2025Q3: 51,924 shares; 2025Q4: 51,423 shares; 2026Q1: 52,840 shares 52,840 $3.32M <0.01% +1,417 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,113 shares; 2024Q4: 85,766 shares; 2025Q1: 45,705 shares; 2025Q2: 41,994 shares; 2025Q3: 44,190 shares; 2025Q4: 43,202 shares; 2026Q1: 41,416 shares 41,416 $3.32M <0.01% -1,786 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,875 shares; 2025Q1: 43,607 shares; 2025Q2: 60,931 shares; 2025Q3: 75,094 shares; 2025Q4: 105,099 shares; 2026Q1: 159,995 shares 159,995 $3.31M <0.01% +54,896 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 2,329 shares; 2025Q1: 22,083 shares; 2025Q2: 20,761 shares; 2025Q3: 20,684 shares; 2025Q4: 20,249 shares; 2026Q1: 24,601 shares 24,601 $3.31M <0.01% +4,352 Timeline DECT 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: 69,449 shares; 2024Q4: 168,339 shares; 2025Q1: 193,269 shares; 2025Q2: 133,967 shares; 2025Q3: 118,426 shares; 2025Q4: 102,679 shares; 2026Q1: 93,107 shares 93,107 $3.31M <0.01% -9,572 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,888 shares; 2024Q4: 36,509 shares; 2025Q1: 26,768 shares; 2025Q2: 51,063 shares; 2025Q3: 82,813 shares; 2025Q4: 19,409 shares; 2026Q1: 18,109 shares 18,109 $3.3M <0.01% -1,300 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,112 shares; 2024Q4: 45,472 shares; 2025Q1: 36,678 shares; 2025Q2: 43,143 shares; 2025Q3: 49,175 shares; 2025Q4: 42,225 shares; 2026Q1: 40,275 shares 40,275 $3.3M <0.01% -1,950 Timeline JTEK 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: 26,216 shares; 2024Q4: 57,873 shares; 2025Q1: 28,834 shares; 2025Q2: 57,018 shares; 2025Q3: 50,743 shares; 2025Q4: 51,522 shares; 2026Q1: 41,390 shares 41,390 $3.29M <0.01% -10,132 Timeline REET 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: 34,805 shares; 2024Q4: 34,081 shares; 2025Q1: 148,486 shares; 2025Q2: 135,406 shares; 2025Q3: 108,804 shares; 2025Q4: 83,431 shares; 2026Q1: 130,850 shares 130,850 $3.29M <0.01% +47,419 Timeline BILZ 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: 4,841 shares; 2024Q4: 4,315 shares; 2025Q1: 4,643 shares; 2025Q2: 18,075 shares; 2025Q3: 39,676 shares; 2025Q4: 32,785 shares; 2026Q1: 32,523 shares 32,523 $3.28M <0.01% -262 Timeline HYFI 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: 75,650 shares; 2024Q4: 79,827 shares; 2025Q1: 77,756 shares; 2025Q2: 64,884 shares; 2025Q3: 80,211 shares; 2025Q4: 78,218 shares; 2026Q1: 88,273 shares 88,273 $3.28M <0.01% +10,055 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,330 shares; 2024Q4: 23,563 shares; 2025Q1: 22,604 shares; 2025Q2: 25,553 shares; 2025Q3: 32,374 shares; 2025Q4: 29,022 shares; 2026Q1: 36,278 shares 36,278 $3.28M <0.01% +7,256 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,226 shares; 2024Q4: 14,525 shares; 2025Q1: 11,979 shares; 2025Q2: 11,955 shares; 2025Q3: 12,791 shares; 2025Q4: 11,497 shares; 2026Q1: 14,615 shares 14,615 $3.28M <0.01% +3,118 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,285 shares; 2024Q4: 29,926 shares; 2025Q1: 19,688 shares; 2025Q2: 19,881 shares; 2025Q3: 22,249 shares; 2025Q4: 21,958 shares; 2026Q1: 23,906 shares 23,906 $3.28M <0.01% +1,948 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,094 shares; 2024Q4: 270,956 shares; 2025Q1: 278,671 shares; 2025Q2: 300,475 shares; 2025Q3: 269,727 shares; 2025Q4: 282,618 shares; 2026Q1: 301,151 shares 301,151 $3.28M <0.01% +18,533 Timeline BRNY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,808 shares; 2025Q4: 71,105 shares; 2026Q1: 67,192 shares 67,192 $3.28M <0.01% -3,913 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,484 shares; 2024Q4: 85,299 shares; 2025Q1: 114,110 shares; 2025Q2: 104,952 shares; 2025Q3: 107,721 shares; 2025Q4: 129,150 shares; 2026Q1: 138,451 shares 138,451 $3.27M <0.01% +9,301 Timeline BKAG 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: 88,707 shares; 2024Q4: 107,374 shares; 2025Q1: 108,284 shares; 2025Q2: 129,057 shares; 2025Q3: 101,535 shares; 2025Q4: 80,582 shares; 2026Q1: 77,528 shares 77,528 $3.27M <0.01% -3,054 Timeline PEY 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: 146,634 shares; 2024Q4: 160,581 shares; 2025Q1: 198,195 shares; 2025Q2: 194,114 shares; 2025Q3: 193,028 shares; 2025Q4: 160,232 shares; 2026Q1: 152,726 shares 152,726 $3.27M <0.01% -7,506 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,287 shares; 2024Q4: 15,319 shares; 2025Q1: 23,034 shares; 2025Q2: 23,399 shares; 2025Q3: 24,398 shares; 2025Q4: 19,609 shares; 2026Q1: 16,666 shares 16,666 $3.27M <0.01% -2,943 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 892,050 shares; 2025Q1: 271,289 shares; 2025Q2: 68,911 shares; 2025Q3: 93,115 shares; 2025Q4: 1,139,312 shares; 2026Q1: 117,173 shares 117,173 $3.26M <0.01% -1,022,139 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 22,803 shares; 2025Q1: 8,265 shares; 2025Q2: 9,894 shares; 2025Q3: 9,562 shares; 2025Q4: 42,672 shares; 2026Q1: 37,482 shares 37,482 $3.25M <0.01% -5,190 Timeline UOCT 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: 7,393 shares; 2024Q4: 54,551 shares; 2025Q1: 53,982 shares; 2025Q2: 71,252 shares; 2025Q3: 61,215 shares; 2025Q4: 71,324 shares; 2026Q1: 84,906 shares 84,906 $3.25M <0.01% +13,582 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,326 shares; 2024Q4: 31,153 shares; 2025Q1: 30,620 shares; 2025Q2: 39,139 shares; 2025Q3: 35,873 shares; 2025Q4: 32,237 shares; 2026Q1: 32,913 shares 32,913 $3.25M <0.01% +676 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 20,103 shares; 2025Q1: 8,424 shares; 2025Q2: 49,735 shares; 2025Q3: 58,711 shares; 2025Q4: 62,274 shares; 2026Q1: 88,544 shares 88,544 $3.25M <0.01% +26,270 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 8,051 shares; 2025Q1: 10,379 shares; 2025Q2: 39,704 shares; 2025Q3: 66,211 shares; 2025Q4: 64,228 shares; 2026Q1: 62,146 shares 62,146 $3.24M <0.01% -2,082 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,463 shares; 2024Q4: 22,341 shares; 2025Q1: 35,589 shares; 2025Q2: 31,443 shares; 2025Q3: 31,200 shares; 2025Q4: 29,684 shares; 2026Q1: 28,459 shares 28,459 $3.24M <0.01% -1,225 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,699 shares; 2025Q1: 5,087 shares; 2025Q2: 5,818 shares; 2025Q3: 5,524 shares; 2025Q4: 4,176 shares; 2026Q1: 1,716 shares 1,716 $3.23M <0.01% -2,460 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,234 shares; 2024Q4: 20,506 shares; 2025Q1: 28,436 shares; 2025Q2: 21,461 shares; 2025Q3: 24,055 shares; 2025Q4: 32,979 shares; 2026Q1: 90,977 shares 90,977 $3.23M <0.01% +57,998 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,740 shares; 2024Q4: 39,514 shares; 2025Q1: 41,309 shares; 2025Q2: 32,762 shares; 2025Q3: 38,435 shares; 2025Q4: 60,615 shares; 2026Q1: 150,100 shares 150,100 $3.22M <0.01% +89,485 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,317 shares; 2025Q1: 82,096 shares; 2025Q2: 76,986 shares; 2025Q3: 66,194 shares; 2025Q4: 119,300 shares; 2026Q1: 125,784 shares 125,784 $3.22M <0.01% +6,484 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,115 shares; 2024Q4: 472,007 shares; 2025Q1: 569,978 shares; 2025Q2: 547,983 shares; 2025Q3: 458,653 shares; 2025Q4: 450,641 shares; 2026Q1: 502,705 shares 502,705 $3.21M <0.01% +52,064 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,789 shares; 2024Q4: 36,423 shares; 2025Q1: 45,442 shares; 2025Q2: 47,684 shares; 2025Q3: 49,512 shares; 2025Q4: 50,564 shares; 2026Q1: 52,986 shares 52,986 $3.2M <0.01% +2,422 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,216 shares; 2024Q4: 77,071 shares; 2025Q1: 78,037 shares; 2025Q2: 65,977 shares; 2025Q3: 64,381 shares; 2025Q4: 65,511 shares; 2026Q1: 57,505 shares 57,505 $3.2M <0.01% -8,006 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,025 shares; 2024Q4: 11,996 shares; 2025Q1: 11,322 shares; 2025Q2: 10,208 shares; 2025Q3: 16,419 shares; 2025Q4: 13,494 shares; 2026Q1: 14,744 shares 14,744 $3.2M <0.01% +1,250 Timeline EWJV 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: 45,668 shares; 2024Q4: 50,042 shares; 2025Q1: 55,089 shares; 2025Q2: 72,595 shares; 2025Q3: 67,991 shares; 2025Q4: 72,964 shares; 2026Q1: 75,005 shares 75,005 $3.2M <0.01% +2,041 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,825 shares; 2024Q4: 26,434 shares; 2025Q1: 30,482 shares; 2025Q2: 31,530 shares; 2025Q3: 34,217 shares; 2025Q4: 11,871 shares; 2026Q1: 15,050 shares 15,050 $3.2M <0.01% +3,179 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,949 shares; 2024Q4: 29,033 shares; 2025Q1: 28,987 shares; 2025Q2: 37,088 shares; 2025Q3: 77,333 shares; 2025Q4: 32,083 shares; 2026Q1: 33,992 shares 33,992 $3.19M <0.01% +1,909 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,611 shares; 2024Q4: 59,093 shares; 2025Q1: 47,230 shares; 2025Q2: 60,170 shares; 2025Q3: 62,610 shares; 2025Q4: 70,186 shares; 2026Q1: 85,285 shares 85,285 $3.18M <0.01% +15,099 Timeline ACIO 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: 15,077 shares; 2024Q4: 21,344 shares; 2025Q1: 7,502 shares; 2025Q2: 65,537 shares; 2025Q3: 62,656 shares; 2025Q4: 63,420 shares; 2026Q1: 75,670 shares 75,670 $3.18M <0.01% +12,250 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 25,655 shares; 2025Q1: 60,275 shares; 2025Q2: 85,593 shares; 2025Q3: 93,184 shares; 2025Q4: 100,140 shares; 2026Q1: 113,932 shares 113,932 $3.18M <0.01% +13,792 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,505 shares; 2024Q4: 31,526 shares; 2025Q1: 13,990 shares; 2025Q2: 13,484 shares; 2025Q3: 19,236 shares; 2025Q4: 21,377 shares; 2026Q1: 16,073 shares 16,073 $3.17M <0.01% -5,304 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,297 shares; 2024Q4: 41,801 shares; 2025Q1: 34,146 shares; 2025Q2: 67,285 shares; 2025Q3: 97,860 shares; 2025Q4: 76,090 shares; 2026Q1: 97,737 shares 97,737 $3.17M <0.01% +21,647 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,349 shares; 2024Q4: 170,360 shares; 2025Q1: 197,126 shares; 2025Q2: 209,636 shares; 2025Q3: 208,584 shares; 2025Q4: 179,271 shares; 2026Q1: 157,817 shares 157,817 $3.16M <0.01% -21,454 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 5,185 shares; 2025Q1: 7,261 shares; 2025Q2: 10,251 shares; 2025Q3: 19,020 shares; 2025Q4: 69,430 shares; 2026Q1: 32,469 shares 32,469 $3.16M <0.01% -36,961 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,156 shares; 2025Q1: 4,081 shares; 2025Q2: 199,236 shares; 2025Q3: 199,816 shares; 2025Q4: 196,578 shares; 2026Q1: 197,627 shares 197,627 $3.16M <0.01% +1,049 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 3,000 shares; 2025Q2: 11,000 shares; 2025Q3: 158,273 shares; 2025Q4: 125,854 shares; 2026Q1: 349,554 shares 349,554 $3.16M <0.01% +223,700 Timeline XDSQ 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: 89,704 shares; 2024Q4: 90,392 shares; 2025Q1: 86,089 shares; 2025Q2: 85,220 shares; 2025Q3: 83,104 shares; 2025Q4: 87,544 shares; 2026Q1: 79,784 shares 79,784 $3.16M <0.01% -7,760 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,853 shares; 2024Q4: 106,995 shares; 2025Q1: 180,753 shares; 2025Q2: 180,411 shares; 2025Q3: 192,538 shares; 2025Q4: 200,999 shares; 2026Q1: 168,111 shares 168,111 $3.16M <0.01% -32,888 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 4,697 shares; 2025Q1: 2,000 shares; 2025Q2: 2,423 shares; 2025Q3: 46,475 shares; 2025Q4: 34,259 shares; 2026Q1: 50,994 shares 50,994 $3.14M <0.01% +16,735 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,256 shares; 2024Q4: 216,031 shares; 2025Q1: 216,485 shares; 2025Q2: 207,597 shares; 2025Q3: 209,121 shares; 2025Q4: 176,794 shares; 2026Q1: 145,097 shares 145,097 $3.14M <0.01% -31,697 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182,095 shares; 2024Q4: 1,180,535 shares; 2025Q1: 1,223,416 shares; 2025Q2: 1,265,384 shares; 2025Q3: 1,224,724 shares; 2025Q4: 1,090,590 shares; 2026Q1: 1,122,670 shares 1,122,670 $3.13M <0.01% +32,080 Timeline FAAR 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: 101,086 shares; 2024Q4: 55,913 shares; 2025Q1: 106,325 shares; 2025Q2: 114,657 shares; 2025Q3: 97,977 shares; 2025Q4: 98,098 shares; 2026Q1: 92,796 shares 92,796 $3.13M <0.01% -5,302 Timeline FXR 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: 45,878 shares; 2024Q4: 49,505 shares; 2025Q1: 44,104 shares; 2025Q2: 52,454 shares; 2025Q3: 47,304 shares; 2025Q4: 37,516 shares; 2026Q1: 38,358 shares 38,358 $3.13M <0.01% +842 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,349 shares; 2024Q4: 177,659 shares; 2025Q1: 211,268 shares; 2025Q2: 215,509 shares; 2025Q3: 227,593 shares; 2025Q4: 235,848 shares; 2026Q1: 230,519 shares 230,519 $3.13M <0.01% -5,329 Timeline CFA 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: 50,801 shares; 2024Q4: 50,134 shares; 2025Q1: 53,889 shares; 2025Q2: 48,151 shares; 2025Q3: 47,000 shares; 2025Q4: 36,337 shares; 2026Q1: 34,216 shares 34,216 $3.13M <0.01% -2,121 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,886 shares; 2024Q4: 18,122 shares; 2025Q1: 12,387 shares; 2025Q2: 11,823 shares; 2025Q3: 14,298 shares; 2025Q4: 19,304 shares; 2026Q1: 19,572 shares 19,572 $3.13M <0.01% +268 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 11,038 shares; 2025Q1: 9,487 shares; 2025Q2: 15,588 shares; 2025Q3: 16,822 shares; 2025Q4: 29,472 shares; 2026Q1: 111,802 shares 111,802 $3.12M <0.01% +82,330 Timeline QLTA 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: 56,160 shares; 2024Q4: 61,870 shares; 2025Q1: 75,259 shares; 2025Q2: 340,762 shares; 2025Q3: 133,901 shares; 2025Q4: 61,255 shares; 2026Q1: 65,449 shares 65,449 $3.11M <0.01% +4,194 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,792 shares; 2024Q4: 35,655 shares; 2025Q1: 36,599 shares; 2025Q2: 36,863 shares; 2025Q3: 52,564 shares; 2025Q4: 97,661 shares; 2026Q1: 283,571 shares 283,571 $3.11M <0.01% +185,910 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,255 shares; 2024Q4: 79,668 shares; 2025Q1: 166,151 shares; 2025Q2: 291,320 shares; 2025Q3: 303,866 shares; 2025Q4: 88,888 shares; 2026Q1: 128,169 shares 128,169 $3.11M <0.01% +39,281 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,091 shares; 2024Q4: 36,974 shares; 2025Q1: 35,505 shares; 2025Q2: 35,770 shares; 2025Q3: 35,403 shares; 2025Q4: 37,380 shares; 2026Q1: 36,721 shares 36,721 $3.11M <0.01% -659 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 8,389 shares; 2025Q1: 10,001 shares; 2025Q2: 13,928 shares; 2025Q3: 16,857 shares; 2025Q4: 18,635 shares; 2026Q1: 20,107 shares 20,107 $3.11M <0.01% +1,472 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,122 shares; 2024Q4: 87,880 shares; 2025Q1: 87,781 shares; 2025Q2: 101,267 shares; 2025Q3: 114,848 shares; 2025Q4: 148,864 shares; 2026Q1: 140,056 shares 140,056 $3.1M <0.01% -8,808 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,364 shares; 2024Q4: 53,323 shares; 2025Q1: 68,626 shares; 2025Q2: 82,534 shares; 2025Q3: 86,353 shares; 2025Q4: 84,354 shares; 2026Q1: 71,708 shares 71,708 $3.1M <0.01% -12,646 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 30,594 shares; 2025Q1: 45,748 shares; 2025Q2: 31,438 shares; 2025Q3: 53,447 shares; 2025Q4: 52,789 shares; 2026Q1: 47,235 shares 47,235 $3.09M <0.01% -5,554 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 3,533 shares; 2025Q1: 5,875 shares; 2025Q2: 18,235 shares; 2025Q3: 24,721 shares; 2025Q4: 13,039 shares; 2026Q1: 12,511 shares 12,511 $3.09M <0.01% -528 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,244 shares; 2024Q4: 25,654 shares; 2025Q1: 19,897 shares; 2025Q2: 18,896 shares; 2025Q3: 24,247 shares; 2025Q4: 18,401 shares; 2026Q1: 22,792 shares 22,792 $3.09M <0.01% +4,391 Timeline DJUN 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: 66,483 shares; 2024Q4: 45,958 shares; 2025Q1: 44,834 shares; 2025Q2: 78,380 shares; 2025Q3: 96,229 shares; 2025Q4: 78,101 shares; 2026Q1: 65,381 shares 65,381 $3.08M <0.01% -12,720 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,989 shares; 2025Q1: 11,310 shares; 2025Q2: 15,593 shares; 2025Q3: 16,880 shares; 2025Q4: 17,431 shares; 2026Q1: 19,827 shares 19,827 $3.07M <0.01% +2,396 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,290 shares; 2024Q4: 22,045 shares; 2025Q1: 22,505 shares; 2025Q2: 32,130 shares; 2025Q3: 36,809 shares; 2025Q4: 23,854 shares; 2026Q1: 24,267 shares 24,267 $3.07M <0.01% +413 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,996 shares; 2024Q4: 31,806 shares; 2025Q1: 23,957 shares; 2025Q2: 32,167 shares; 2025Q3: 54,818 shares; 2025Q4: 49,897 shares; 2026Q1: 37,223 shares 37,223 $3.07M <0.01% -12,674 Timeline SPMB 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: 531,659 shares; 2024Q4: 601,668 shares; 2025Q1: 123,884 shares; 2025Q2: 225,714 shares; 2025Q3: 260,420 shares; 2025Q4: 138,412 shares; 2026Q1: 137,196 shares 137,196 $3.07M <0.01% -1,216 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,921 shares; 2024Q4: 5,578 shares; 2025Q1: 5,410 shares; 2025Q2: 5,144 shares; 2025Q3: 89,812 shares; 2025Q4: 7,774 shares; 2026Q1: 264,605 shares 264,605 $3.07M <0.01% +256,831 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 5,475 shares; 2025Q1: 18,173 shares; 2025Q2: 72,457 shares; 2025Q3: 92,011 shares; 2025Q4: 72,752 shares; 2026Q1: 79,935 shares 79,935 $3.07M <0.01% +7,183 Timeline HTAB 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: 303,654 shares; 2024Q4: 177,037 shares; 2025Q1: 330,515 shares; 2025Q2: 308,772 shares; 2025Q3: 276,046 shares; 2025Q4: 165,579 shares; 2026Q1: 161,414 shares 161,414 $3.07M <0.01% -4,165 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 7,689 shares; 2025Q1: 9,691 shares; 2025Q2: 12,394 shares; 2025Q3: 11,425 shares; 2025Q4: 9,415 shares; 2026Q1: 8,729 shares 8,729 $3.07M <0.01% -686 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,805 shares; 2024Q4: 10,364 shares; 2025Q1: 12,975 shares; 2025Q2: 8,659 shares; 2025Q3: 20,678 shares; 2025Q4: 139,042 shares; 2026Q1: 92,063 shares 92,063 $3.06M <0.01% -46,979 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,978 shares; 2024Q4: 125,166 shares; 2025Q1: 203,580 shares; 2025Q2: 161,632 shares; 2025Q3: 163,818 shares; 2025Q4: 156,163 shares; 2026Q1: 53,864 shares 53,864 $3.06M <0.01% -102,299 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,592 shares; 2024Q4: 24,396 shares; 2025Q1: 19,059 shares; 2025Q2: 19,156 shares; 2025Q3: 19,681 shares; 2025Q4: 13,847 shares; 2026Q1: 11,222 shares 11,222 $3.06M <0.01% -2,625 Timeline IGHG 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: 59,830 shares; 2024Q4: 61,603 shares; 2025Q1: 64,409 shares; 2025Q2: 76,073 shares; 2025Q3: 51,855 shares; 2025Q4: 42,952 shares; 2026Q1: 39,383 shares 39,383 $3.06M <0.01% -3,569 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,632 shares; 2024Q4: 17,089 shares; 2025Q1: 11,070 shares; 2025Q2: 28,306 shares; 2025Q3: 36,184 shares; 2025Q4: 12,058 shares; 2026Q1: 14,831 shares 14,831 $3.06M <0.01% +2,773 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,272 shares; 2024Q4: 68,238 shares; 2025Q1: 70,324 shares; 2025Q2: 99,998 shares; 2025Q3: 103,354 shares; 2025Q4: 56,749 shares; 2026Q1: 41,001 shares 41,001 $3.05M <0.01% -15,748 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,401 shares; 2024Q4: 9,127 shares; 2025Q1: 9,929 shares; 2025Q2: 9,399 shares; 2025Q3: 27,826 shares; 2025Q4: 7,094 shares; 2026Q1: 27,202 shares 27,202 $3.05M <0.01% +20,108 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,556 shares; 2024Q4: 6,767 shares; 2025Q1: 4,736 shares; 2025Q2: 8,751 shares; 2025Q3: 22,748 shares; 2025Q4: 19,276 shares; 2026Q1: 18,657 shares 18,657 $3.05M <0.01% -619 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 55,528 shares; 2025Q1: 63,256 shares; 2025Q2: 66,324 shares; 2025Q3: 95,038 shares; 2025Q4: 78,603 shares; 2026Q1: 181,344 shares 181,344 $3.05M <0.01% +102,741 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,047 shares; 2024Q4: 54,070 shares; 2025Q1: 89,666 shares; 2025Q2: 106,096 shares; 2025Q3: 93,338 shares; 2025Q4: 97,491 shares; 2026Q1: 112,883 shares 112,883 $3.04M <0.01% +15,392 Timeline IGEB 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: 166,049 shares; 2024Q4: 77,254 shares; 2025Q1: 59,878 shares; 2025Q2: 86,348 shares; 2025Q3: 108,102 shares; 2025Q4: 83,043 shares; 2026Q1: 67,304 shares 67,304 $3.03M <0.01% -15,739 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,664 shares; 2024Q4: 36,621 shares; 2025Q1: 50,693 shares; 2025Q2: 68,307 shares; 2025Q3: 199,842 shares; 2025Q4: 133,780 shares; 2026Q1: 51,365 shares 51,365 $3.03M <0.01% -82,415 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 16,179 shares; 2025Q1: 102,194 shares; 2025Q2: 96,123 shares; 2025Q3: 107,194 shares; 2025Q4: 105,281 shares; 2026Q1: 103,036 shares 103,036 $3.03M <0.01% -2,245 Timeline PHYL 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: 29,566 shares; 2024Q4: 38,359 shares; 2025Q1: 28,275 shares; 2025Q2: 45,971 shares; 2025Q3: 49,046 shares; 2025Q4: 45,323 shares; 2026Q1: 87,292 shares 87,292 $3.02M <0.01% +41,969 Timeline BWZ 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: 49,346 shares; 2024Q4: 57,052 shares; 2025Q1: 55,944 shares; 2025Q2: 84,678 shares; 2025Q3: 1,214,932 shares; 2025Q4: 1,241,128 shares; 2026Q1: 112,322 shares 112,322 $3.02M <0.01% -1,128,806 Timeline MYMF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,858 shares; 2025Q4: 211,658 shares; 2026Q1: 120,763 shares 120,763 $3.02M <0.01% -90,895 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,035 shares; 2024Q4: 109,737 shares; 2025Q1: 23,326 shares; 2025Q2: 22,345 shares; 2025Q3: 27,235 shares; 2025Q4: 38,047 shares; 2026Q1: 53,207 shares 53,207 $3.01M <0.01% +15,160 Timeline SSO 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: 18,029 shares; 2024Q4: 17,254 shares; 2025Q1: 20,867 shares; 2025Q2: 30,077 shares; 2025Q3: 412,301 shares; 2025Q4: 54,333 shares; 2026Q1: 58,041 shares 58,041 $3.01M <0.01% +3,708 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,377 shares; 2024Q4: 24,713 shares; 2025Q1: 10,260 shares; 2025Q2: 15,454 shares; 2025Q3: 16,371 shares; 2025Q4: 18,352 shares; 2026Q1: 15,861 shares 15,861 $3.01M <0.01% -2,491 Timeline PSDM 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: 135 shares; 2024Q4: 2,346 shares; 2025Q1: 8,660 shares; 2025Q2: 11,865 shares; 2025Q3: 19,775 shares; 2025Q4: 37,024 shares; 2026Q1: 58,911 shares 58,911 $3M <0.01% +21,887 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,319 shares; 2024Q4: 47,959 shares; 2025Q1: 40,214 shares; 2025Q2: 57,212 shares; 2025Q3: 143,659 shares; 2025Q4: 35,680 shares; 2026Q1: 32,596 shares 32,596 $3M <0.01% -3,084 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 32,739 shares; 2025Q1: 20,987 shares; 2025Q2: 59,286 shares; 2025Q3: 61,131 shares; 2025Q4: 53,550 shares; 2026Q1: 56,072 shares 56,072 $3M <0.01% +2,522 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,912 shares; 2024Q4: 723 shares; 2025Q1: 608 shares; 2025Q2: 3,158 shares; 2025Q3: 52,443 shares; 2025Q4: 94,808 shares; 2026Q1: 101,984 shares 101,984 $3M <0.01% +7,176 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,834 shares; 2024Q4: 48,227 shares; 2025Q1: 52,097 shares; 2025Q2: 54,541 shares; 2025Q3: 59,433 shares; 2025Q4: 56,828 shares; 2026Q1: 58,397 shares 58,397 $2.98M <0.01% +1,569 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,919 shares; 2024Q4: 30,178 shares; 2025Q1: 26,589 shares; 2025Q2: 23,495 shares; 2025Q3: 21,866 shares; 2025Q4: 17,394 shares; 2026Q1: 39,110 shares 39,110 $2.98M <0.01% +21,716 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 7,266 shares; 2025Q1: 61,336 shares; 2025Q2: 15,840 shares; 2025Q3: 34,107 shares; 2025Q4: 37,629 shares; 2026Q1: 58,412 shares 58,412 $2.98M <0.01% +20,783 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 5,837 shares; 2025Q1: 5,946 shares; 2025Q2: 14,659 shares; 2025Q3: 98,665 shares; 2025Q4: 85,906 shares; 2026Q1: 97,619 shares 97,619 $2.97M <0.01% +11,713 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,692 shares; 2024Q4: 38,576 shares; 2025Q1: 44,308 shares; 2025Q2: 45,602 shares; 2025Q3: 45,014 shares; 2025Q4: 53,208 shares; 2026Q1: 36,605 shares 36,605 $2.96M <0.01% -16,603 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,651 shares; 2024Q4: 69,922 shares; 2025Q1: 131,175 shares; 2025Q2: 133,499 shares; 2025Q3: 138,601 shares; 2025Q4: 150,047 shares; 2026Q1: 61,782 shares 61,782 $2.96M <0.01% -88,265 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,099 shares; 2024Q4: 99,611 shares; 2025Q1: 104,011 shares; 2025Q2: 99,705 shares; 2025Q3: 109,181 shares; 2025Q4: 104,781 shares; 2026Q1: 230,483 shares 230,483 $2.96M <0.01% +125,702 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,527 shares; 2025Q1: 5,619 shares; 2025Q2: 5,555 shares; 2025Q3: 12,694 shares; 2025Q4: 12,149 shares; 2026Q1: 9,194 shares 9,194 $2.96M <0.01% -2,955 Timeline HEDJ 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: 38,851 shares; 2024Q4: 37,715 shares; 2025Q1: 44,171 shares; 2025Q2: 42,141 shares; 2025Q3: 54,882 shares; 2025Q4: 56,655 shares; 2026Q1: 56,472 shares 56,472 $2.95M <0.01% -183 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,496 shares; 2024Q4: 87,267 shares; 2025Q1: 93,512 shares; 2025Q2: 68,783 shares; 2025Q3: 65,827 shares; 2025Q4: 52,132 shares; 2026Q1: 130,868 shares 130,868 $2.95M <0.01% +78,736 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,503 shares; 2024Q4: 89,913 shares; 2025Q1: 80,978 shares; 2025Q2: 81,865 shares; 2025Q3: 128,358 shares; 2025Q4: 121,785 shares; 2026Q1: 102,390 shares 102,390 $2.95M <0.01% -19,395 Timeline EDIV 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: 56,967 shares; 2024Q4: 53,604 shares; 2025Q1: 83,647 shares; 2025Q2: 86,815 shares; 2025Q3: 108,637 shares; 2025Q4: 101,097 shares; 2026Q1: 74,626 shares 74,626 $2.95M <0.01% -26,471 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 136 shares; 2025Q1: 108 shares; 2025Q2: 1,835 shares; 2025Q3: 5,532 shares; 2025Q4: 7,275 shares; 2026Q1: 51,536 shares 51,536 $2.94M <0.01% +44,261 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,601 shares; 2024Q4: 26,475 shares; 2025Q1: 36,897 shares; 2025Q2: 45,759 shares; 2025Q3: 86,004 shares; 2025Q4: 99,914 shares; 2026Q1: 59,461 shares 59,461 $2.94M <0.01% -40,453 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,427 shares; 2024Q4: 9,532 shares; 2025Q1: 6,254 shares; 2025Q2: 9,319 shares; 2025Q3: 14,957 shares; 2025Q4: 24,623 shares; 2026Q1: 14,659 shares 14,659 $2.93M <0.01% -9,964 Timeline GSEW 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: 12,403 shares; 2024Q4: 9,180 shares; 2025Q1: 11,308 shares; 2025Q2: 11,387 shares; 2025Q3: 13,902 shares; 2025Q4: 13,847 shares; 2026Q1: 34,446 shares 34,446 $2.92M <0.01% +20,599 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,424 shares; 2024Q4: 77,412 shares; 2025Q1: 36,741 shares; 2025Q2: 37,108 shares; 2025Q3: 44,132 shares; 2025Q4: 35,048 shares; 2026Q1: 35,815 shares 35,815 $2.92M <0.01% +767 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 16,931 shares; 2025Q1: 27,109 shares; 2025Q2: 68,276 shares; 2025Q3: 322,796 shares; 2025Q4: 48,262 shares; 2026Q1: 67,923 shares 67,923 $2.91M <0.01% +19,661 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 588 shares; 2025Q1: 18,119 shares; 2025Q2: 37,270 shares; 2025Q3: 38,390 shares; 2025Q4: 39,878 shares; 2026Q1: 19,515 shares 19,515 $2.91M <0.01% -20,363 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 13,543 shares; 2025Q1: 13,161 shares; 2025Q2: 14,076 shares; 2025Q3: 18,912 shares; 2025Q4: 16,939 shares; 2026Q1: 16,859 shares 16,859 $2.9M <0.01% -80 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,332 shares; 2024Q4: 188,425 shares; 2025Q1: 196,845 shares; 2025Q2: 272,910 shares; 2025Q3: 316,528 shares; 2025Q4: 411,891 shares; 2026Q1: 479,661 shares 479,661 $2.9M <0.01% +67,770 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,599 shares; 2024Q4: 15,457 shares; 2025Q1: 4,632 shares; 2025Q2: 4,659 shares; 2025Q3: 13,656 shares; 2025Q4: 12,362 shares; 2026Q1: 14,330 shares 14,330 $2.9M <0.01% +1,968 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 823,300 shares; 2025Q1: 254,970 shares; 2025Q2: 56,593 shares; 2025Q3: 72,539 shares; 2025Q4: 993,806 shares; 2026Q1: 87,893 shares 87,893 $2.9M <0.01% -905,913 Timeline TRPA 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: 5,268 shares; 2024Q4: 5,276 shares; 2025Q1: 59,648 shares; 2025Q2: 66,768 shares; 2025Q3: 71,054 shares; 2025Q4: 71,960 shares; 2026Q1: 74,644 shares 74,644 $2.89M <0.01% +2,684 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,226 shares; 2024Q4: 150,724 shares; 2025Q1: 127,865 shares; 2025Q2: 166,155 shares; 2025Q3: 200,763 shares; 2025Q4: 133,746 shares; 2026Q1: 116,568 shares 116,568 $2.89M <0.01% -17,178 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 7,649 shares; 2025Q1: 13,251 shares; 2025Q2: 9,585 shares; 2025Q3: 20,101 shares; 2025Q4: 19,951 shares; 2026Q1: 19,605 shares 19,605 $2.89M <0.01% -346 Timeline FNK 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: 30,004 shares; 2024Q4: 33,283 shares; 2025Q1: 41,190 shares; 2025Q2: 48,927 shares; 2025Q3: 49,917 shares; 2025Q4: 51,275 shares; 2026Q1: 50,439 shares 50,439 $2.88M <0.01% -836 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,333 shares; 2024Q4: 26,577 shares; 2025Q1: 32,637 shares; 2025Q2: 39,822 shares; 2025Q3: 91,740 shares; 2025Q4: 104,967 shares; 2026Q1: 135,960 shares 135,960 $2.87M <0.01% +30,993 Timeline APRT 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: 207,253 shares; 2024Q4: 172,180 shares; 2025Q1: 115,405 shares; 2025Q2: 112,992 shares; 2025Q3: 81,927 shares; 2025Q4: 79,462 shares; 2026Q1: 67,272 shares 67,272 $2.86M <0.01% -12,190 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 485 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 4,602 shares; 2025Q4: 8,670 shares; 2026Q1: 169,492 shares 169,492 $2.86M <0.01% +160,822 Timeline FLQS 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: 26,527 shares; 2024Q4: 27,925 shares; 2025Q1: 27,519 shares; 2025Q2: 33,731 shares; 2025Q3: 37,529 shares; 2025Q4: 68,112 shares; 2026Q1: 66,950 shares 66,950 $2.86M <0.01% -1,162 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,804 shares; 2024Q4: 49,916 shares; 2025Q1: 43,663 shares; 2025Q2: 52,035 shares; 2025Q3: 55,935 shares; 2025Q4: 59,211 shares; 2026Q1: 60,056 shares 60,056 $2.86M <0.01% +845 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,986 shares; 2024Q4: 118,553 shares; 2025Q1: 146,450 shares; 2025Q2: 166,776 shares; 2025Q3: 173,138 shares; 2025Q4: 223,932 shares; 2026Q1: 220,773 shares 220,773 $2.85M <0.01% -3,159 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,228 shares; 2025Q1: 1,313 shares; 2025Q2: 1,629 shares; 2025Q3: 22,182 shares; 2025Q4: 33,376 shares; 2026Q1: 35,246 shares 35,246 $2.85M <0.01% +1,870 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 1,072 shares; 2025Q1: 218 shares; 2025Q2: 759 shares; 2025Q3: 538 shares; 2025Q4: 18,940 shares; 2026Q1: 22,608 shares 22,608 $2.85M <0.01% +3,668 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,058 shares 33,058 $2.85M <0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,696 shares; 2024Q4: 91,235 shares; 2025Q1: 163,155 shares; 2025Q2: 115,802 shares; 2025Q3: 145,637 shares; 2025Q4: 161,334 shares; 2026Q1: 88,046 shares 88,046 $2.84M <0.01% -73,288 Timeline UAPR 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: 145,459 shares; 2024Q4: 154,128 shares; 2025Q1: 119,123 shares; 2025Q2: 161,108 shares; 2025Q3: 154,158 shares; 2025Q4: 145,552 shares; 2026Q1: 84,967 shares 84,967 $2.84M <0.01% -60,585 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,213 shares; 2024Q4: 24,816 shares; 2025Q1: 23,142 shares; 2025Q2: 19,484 shares; 2025Q3: 21,318 shares; 2025Q4: 20,869 shares; 2026Q1: 20,895 shares 20,895 $2.83M <0.01% +26 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 35,274 shares; 2025Q1: 35,274 shares; 2025Q2: 9,655 shares; 2025Q3: 9,655 shares; 2025Q4: 109,277 shares; 2026Q1: 104,344 shares 104,344 $2.81M <0.01% -4,933 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,799 shares; 2024Q4: 31,794 shares; 2025Q1: 34,534 shares; 2025Q2: 36,917 shares; 2025Q3: 44,872 shares; 2025Q4: 24,712 shares; 2026Q1: 18,733 shares 18,733 $2.81M <0.01% -5,979 Timeline BJUN 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: 97,048 shares; 2024Q4: 82,005 shares; 2025Q1: 61,028 shares; 2025Q2: 86,934 shares; 2025Q3: 87,900 shares; 2025Q4: 84,490 shares; 2026Q1: 60,722 shares 60,722 $2.81M <0.01% -23,768 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,561 shares; 2024Q4: 47,275 shares; 2025Q1: 16,917 shares; 2025Q2: 109,984 shares; 2025Q3: 107,760 shares; 2025Q4: 27,738 shares; 2026Q1: 29,175 shares 29,175 $2.8M <0.01% +1,437 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 19,848 shares; 2025Q4: 14,008 shares; 2026Q1: 108,594 shares 108,594 $2.8M <0.01% +94,586 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,978 shares; 2024Q4: 231,302 shares; 2025Q1: 225,571 shares; 2025Q2: 222,229 shares; 2025Q3: 218,284 shares; 2025Q4: 199,367 shares; 2026Q1: 305,131 shares 305,131 $2.8M <0.01% +105,764 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,460 shares; 2025Q1: 21,745 shares; 2025Q2: 30,371 shares; 2025Q3: 36,948 shares; 2025Q4: 39,441 shares; 2026Q1: 27,554 shares 27,554 $2.79M <0.01% -11,887 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,078 shares; 2024Q4: 46,325 shares; 2025Q1: 43,485 shares; 2025Q2: 57,046 shares; 2025Q3: 64,808 shares; 2025Q4: 38,814 shares; 2026Q1: 44,377 shares 44,377 $2.79M <0.01% +5,563 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,095 shares; 2024Q4: 16,941 shares; 2025Q1: 14,044 shares; 2025Q2: 20,883 shares; 2025Q3: 131,351 shares; 2025Q4: 109,154 shares; 2026Q1: 94,739 shares 94,739 $2.78M <0.01% -14,415 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,224 shares; 2024Q4: 10,884 shares; 2025Q1: 5,125 shares; 2025Q2: 6,005 shares; 2025Q3: 5,780 shares; 2025Q4: 11,103 shares; 2026Q1: 12,483 shares 12,483 $2.78M <0.01% +1,380 Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 28,093 shares; 2025Q1: 32,157 shares; 2025Q2: 39,196 shares; 2025Q3: 42,166 shares; 2025Q4: 51,206 shares; 2026Q1: 61,205 shares 61,205 $2.78M <0.01% +9,999 Timeline BUFT 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: 69,820 shares; 2024Q4: 85,230 shares; 2025Q1: 78,641 shares; 2025Q2: 85,844 shares; 2025Q3: 94,622 shares; 2025Q4: 66,802 shares; 2026Q1: 111,971 shares 111,971 $2.78M <0.01% +45,169 Timeline TGRT 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: 24,820 shares; 2024Q4: 70,143 shares; 2025Q1: 66,585 shares; 2025Q2: 67,939 shares; 2025Q3: 72,323 shares; 2025Q4: 70,571 shares; 2026Q1: 70,541 shares 70,541 $2.77M <0.01% -30 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,747 shares; 2024Q4: 722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378,294 shares; 2025Q4: 383,521 shares; 2026Q1: 361,089 shares 361,089 $2.77M <0.01% -22,432 Timeline XPND 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: 221,225 shares; 2024Q4: 96,270 shares; 2025Q1: 98,632 shares; 2025Q2: 100,095 shares; 2025Q3: 100,542 shares; 2025Q4: 89,996 shares; 2026Q1: 84,456 shares 84,456 $2.77M <0.01% -5,540 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,381 shares; 2025Q1: 1,681 shares; 2025Q2: 84,304 shares; 2025Q3: 87,236 shares; 2025Q4: 77,804 shares; 2026Q1: 65,681 shares 65,681 $2.77M <0.01% -12,123 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,596 shares; 2024Q4: 10,812 shares; 2025Q1: 11,055 shares; 2025Q2: 33,171 shares; 2025Q3: 34,008 shares; 2025Q4: 15,575 shares; 2026Q1: 14,026 shares 14,026 $2.77M <0.01% -1,549 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,914 shares; 2024Q4: 11,825 shares; 2025Q1: 9,911 shares; 2025Q2: 10,426 shares; 2025Q3: 4,803 shares; 2025Q4: 5,646 shares; 2026Q1: 36,758 shares 36,758 $2.77M <0.01% +31,112 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,717 shares; 2025Q3: 28,031 shares; 2025Q4: 63,167 shares; 2026Q1: 96,542 shares 96,542 $2.76M <0.01% +33,375 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,189 shares; 2025Q1: 15,387 shares; 2025Q2: 24,996 shares; 2025Q3: 38,267 shares; 2025Q4: 35,788 shares; 2026Q1: 51,013 shares 51,013 $2.75M <0.01% +15,225 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,855 shares; 2024Q4: 11,421 shares; 2025Q1: 14,199 shares; 2025Q2: 13,232 shares; 2025Q3: 10,760 shares; 2025Q4: 29,213 shares; 2026Q1: 52,840 shares 52,840 $2.75M <0.01% +23,627 Timeline GSST 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: 19,810 shares; 2024Q4: 24,826 shares; 2025Q1: 18,029 shares; 2025Q2: 31,831 shares; 2025Q3: 50,255 shares; 2025Q4: 70,241 shares; 2026Q1: 54,279 shares 54,279 $2.74M <0.01% -15,962 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,801 shares; 2024Q4: 243,701 shares; 2025Q1: 96,127 shares; 2025Q2: 245,169 shares; 2025Q3: 250,157 shares; 2025Q4: 214,041 shares; 2026Q1: 71,020 shares 71,020 $2.74M <0.01% -143,021 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,708 shares; 2024Q4: 59,270 shares; 2025Q1: 59,782 shares; 2025Q2: 59,868 shares; 2025Q3: 48,855 shares; 2025Q4: 48,415 shares; 2026Q1: 36,536 shares 36,536 $2.73M <0.01% -11,879 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 4,763 shares; 2025Q1: 11,056 shares; 2025Q2: 111,992 shares; 2025Q3: 116,947 shares; 2025Q4: 116,580 shares; 2026Q1: 129,042 shares 129,042 $2.73M <0.01% +12,462 Timeline LGOV 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: 977,997 shares; 2024Q4: 353,193 shares; 2025Q1: 341,430 shares; 2025Q2: 342,307 shares; 2025Q3: 299,044 shares; 2025Q4: 144,247 shares; 2026Q1: 126,390 shares 126,390 $2.73M <0.01% -17,857 Timeline BSMT 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: 46,052 shares; 2024Q4: 65,191 shares; 2025Q1: 88,953 shares; 2025Q2: 81,565 shares; 2025Q3: 81,012 shares; 2025Q4: 94,202 shares; 2026Q1: 118,420 shares 118,420 $2.73M <0.01% +24,218 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 5,329 shares; 2025Q1: 3,450 shares; 2025Q2: 2,543 shares; 2025Q3: 2,803 shares; 2025Q4: 35,302 shares; 2026Q1: 16,879 shares 16,879 $2.72M <0.01% -18,423 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,762 shares; 2024Q4: 34,126 shares; 2025Q1: 12,346 shares; 2025Q2: 80,879 shares; 2025Q3: 60,291 shares; 2025Q4: 26,552 shares; 2026Q1: 26,508 shares 26,508 $2.72M <0.01% -44 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 5,051 shares; 2025Q1: 9,767 shares; 2025Q2: 41,227 shares; 2025Q3: 51,535 shares; 2025Q4: 35,294 shares; 2026Q1: 35,060 shares 35,060 $2.71M <0.01% -234 Timeline YMAR 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: 242,561 shares; 2024Q4: 195,602 shares; 2025Q1: 183,346 shares; 2025Q2: 261,993 shares; 2025Q3: 240,306 shares; 2025Q4: 116,584 shares; 2026Q1: 99,126 shares 99,126 $2.71M <0.01% -17,458 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 4,665 shares; 2025Q1: 5,912 shares; 2025Q2: 6,230 shares; 2025Q3: 30,569 shares; 2025Q4: 42,176 shares; 2026Q1: 100,822 shares 100,822 $2.7M <0.01% +58,646 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,345 shares; 2024Q4: 121,964 shares; 2025Q1: 348,926 shares; 2025Q2: 346,088 shares; 2025Q3: 398,655 shares; 2025Q4: 432,795 shares; 2026Q1: 284,675 shares 284,675 $2.7M <0.01% -148,120 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,048 shares; 2024Q4: 66,518 shares; 2025Q1: 96,975 shares; 2025Q2: 83,893 shares; 2025Q3: 84,103 shares; 2025Q4: 102,973 shares; 2026Q1: 115,133 shares 115,133 $2.69M <0.01% +12,160 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 552 shares; 2025Q1: 100 shares; 2025Q2: 183 shares; 2025Q3: 146 shares; 2025Q4: 152 shares; 2026Q1: 23,475 shares 23,475 $2.69M <0.01% +23,323 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 15,730 shares; 2025Q1: 12,420 shares; 2025Q2: 46,082 shares; 2025Q3: 48,383 shares; 2025Q4: 10,998 shares; 2026Q1: 4,529 shares 4,529 $2.69M <0.01% -6,469 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,429 shares; 2024Q4: 20,895 shares; 2025Q1: 17,721 shares; 2025Q2: 20,994 shares; 2025Q3: 35,128 shares; 2025Q4: 17,758 shares; 2026Q1: 13,166 shares 13,166 $2.69M <0.01% -4,592 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 24,847 shares; 2025Q1: 26,885 shares; 2025Q2: 54,157 shares; 2025Q3: 119,405 shares; 2025Q4: 127,908 shares; 2026Q1: 132,079 shares 132,079 $2.68M <0.01% +4,171 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,393 shares; 2026Q1: 100,132 shares 100,132 $2.67M <0.01% +30,739 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,830 shares; 2024Q4: 474,638 shares; 2025Q1: 565,807 shares; 2025Q2: 232,525 shares; 2025Q3: 225,220 shares; 2025Q4: 177,744 shares; 2026Q1: 235,554 shares 235,554 $2.66M <0.01% +57,810 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,441 shares; 2024Q4: 19,798 shares; 2025Q1: 20,170 shares; 2025Q2: 29,327 shares; 2025Q3: 33,847 shares; 2025Q4: 29,736 shares; 2026Q1: 37,051 shares 37,051 $2.66M <0.01% +7,315 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,909 shares; 2025Q2: 3,816 shares; 2025Q3: 6,188 shares; 2025Q4: 18,933 shares; 2026Q1: 53,132 shares 53,132 $2.66M <0.01% +34,199 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: 106,722 shares 106,722 $2.66M <0.01% +105,923 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,566 shares; 2024Q4: 17,778 shares; 2025Q1: 36,232 shares; 2025Q2: 80,182 shares; 2025Q3: 88,001 shares; 2025Q4: 93,406 shares; 2026Q1: 94,069 shares 94,069 $2.66M <0.01% +663 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,843 shares; 2024Q4: 26,236 shares; 2025Q1: 34,359 shares; 2025Q2: 38,300 shares; 2025Q3: 35,966 shares; 2025Q4: 40,022 shares; 2026Q1: 40,790 shares 40,790 $2.65M <0.01% +768 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 9,178 shares; 2025Q1: 10,247 shares; 2025Q2: 9,762 shares; 2025Q3: 15,652 shares; 2025Q4: 16,548 shares; 2026Q1: 14,680 shares 14,680 $2.64M <0.01% -1,868 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,282 shares; 2024Q4: 45,108 shares; 2025Q1: 37,255 shares; 2025Q2: 35,646 shares; 2025Q3: 35,626 shares; 2025Q4: 44,665 shares; 2026Q1: 47,495 shares 47,495 $2.64M <0.01% +2,830 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,510 shares; 2024Q4: 158,598 shares; 2025Q1: 168,473 shares; 2025Q2: 171,368 shares; 2025Q3: 174,547 shares; 2025Q4: 181,869 shares; 2026Q1: 178,747 shares 178,747 $2.64M <0.01% -3,122 Timeline NYF 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: 55,279 shares; 2024Q4: 73,045 shares; 2025Q1: 86,396 shares; 2025Q2: 52,781 shares; 2025Q3: 50,847 shares; 2025Q4: 51,035 shares; 2026Q1: 49,726 shares 49,726 $2.64M <0.01% -1,309 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,847 shares; 2024Q4: 198,781 shares; 2025Q1: 215,522 shares; 2025Q2: 210,154 shares; 2025Q3: 203,448 shares; 2025Q4: 49,556 shares; 2026Q1: 48,911 shares 48,911 $2.63M <0.01% -645 Timeline DGCB 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: 3,307 shares; 2024Q4: 4,950 shares; 2025Q1: 3,730 shares; 2025Q2: 12,773 shares; 2025Q3: 35,877 shares; 2025Q4: 43,395 shares; 2026Q1: 48,468 shares 48,468 $2.62M <0.01% +5,073 Timeline USDU 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: 10,257 shares; 2024Q4: 15,322 shares; 2025Q1: 8,686 shares; 2025Q2: 8,326 shares; 2025Q3: 5,584 shares; 2025Q4: 4,799 shares; 2026Q1: 99,639 shares 99,639 $2.62M <0.01% +94,840 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 6,044 shares; 2025Q1: 7,133 shares; 2025Q2: 12,527 shares; 2025Q3: 12,261 shares; 2025Q4: 13,930 shares; 2026Q1: 18,756 shares 18,756 $2.62M <0.01% +4,826 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273,652 shares; 2025Q4: 214,766 shares; 2026Q1: 106,371 shares 106,371 $2.62M <0.01% -108,395 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 20,877 shares; 2025Q1: 87,167 shares; 2025Q2: 93,810 shares; 2025Q3: 90,735 shares; 2025Q4: 44,778 shares; 2026Q1: 49,177 shares 49,177 $2.62M <0.01% +4,399 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,877 shares; 2024Q4: 14,981 shares; 2025Q1: 16,779 shares; 2025Q2: 32,343 shares; 2025Q3: 51,385 shares; 2025Q4: 53,829 shares; 2026Q1: 62,804 shares 62,804 $2.62M <0.01% +8,975 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,565 shares; 2024Q4: 58,602 shares; 2025Q1: 66,486 shares; 2025Q2: 67,114 shares; 2025Q3: 63,017 shares; 2025Q4: 56,900 shares; 2026Q1: 58,418 shares 58,418 $2.61M <0.01% +1,518 Timeline FLHY 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: 19,288 shares; 2024Q4: 27,074 shares; 2025Q1: 42,888 shares; 2025Q2: 49,295 shares; 2025Q3: 140,177 shares; 2025Q4: 69,950 shares; 2026Q1: 108,191 shares 108,191 $2.61M <0.01% +38,241 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,425 shares; 2025Q1: 1,862 shares; 2025Q2: 15,501 shares; 2025Q3: 15,005 shares; 2025Q4: 11,096 shares; 2026Q1: 13,615 shares 13,615 $2.61M <0.01% +2,519 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,575 shares; 2024Q4: 250,637 shares; 2025Q1: 238,114 shares; 2025Q2: 309,856 shares; 2025Q3: 350,103 shares; 2025Q4: 346,337 shares; 2026Q1: 325,051 shares 325,051 $2.61M <0.01% -21,286 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 261 shares; 2025Q1: 150 shares; 2025Q2: 515 shares; 2025Q3: 68,778 shares; 2025Q4: 75,728 shares; 2026Q1: 74,889 shares 74,889 $2.61M <0.01% -839 Timeline HCRB 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: 64,889 shares; 2024Q4: 87,867 shares; 2025Q1: 98,090 shares; 2025Q2: 97,061 shares; 2025Q3: 91,935 shares; 2025Q4: 84,140 shares; 2026Q1: 74,167 shares 74,167 $2.6M <0.01% -9,973 Timeline CGIB 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 642 shares; 2025Q2: 14,105 shares; 2025Q3: 47,879 shares; 2025Q4: 77,498 shares; 2026Q1: 102,675 shares 102,675 $2.59M <0.01% +25,177 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,190 shares; 2024Q4: 8,003 shares; 2025Q1: 8,348 shares; 2025Q2: 8,285 shares; 2025Q3: 11,961 shares; 2025Q4: 13,287 shares; 2026Q1: 30,209 shares 30,209 $2.59M <0.01% +16,922 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,569 shares; 2024Q4: 72,935 shares; 2025Q1: 65,521 shares; 2025Q2: 188,078 shares; 2025Q3: 175,197 shares; 2025Q4: 136,315 shares; 2026Q1: 122,155 shares 122,155 $2.58M <0.01% -14,160 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,056 shares; 2024Q4: 24,671 shares; 2025Q1: 32,448 shares; 2025Q2: 43,309 shares; 2025Q3: 54,812 shares; 2025Q4: 69,825 shares; 2026Q1: 94,454 shares 94,454 $2.58M <0.01% +24,629 Timeline SLNZ TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: not reported; 2026Q1: 56,996 shares 56,996 $2.58M <0.01% new Timeline MDIV 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: 144,077 shares; 2024Q4: 154,632 shares; 2025Q1: 146,819 shares; 2025Q2: 138,292 shares; 2025Q3: 152,011 shares; 2025Q4: 170,098 shares; 2026Q1: 159,575 shares 159,575 $2.58M <0.01% -10,523 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,038 shares; 2024Q4: 133,026 shares; 2025Q1: 163,543 shares; 2025Q2: 218,085 shares; 2025Q3: 272,298 shares; 2025Q4: 151,659 shares; 2026Q1: 113,700 shares 113,700 $2.58M <0.01% -37,959 Timeline SPPP 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: 2,300 shares; 2024Q4: 3,629 shares; 2025Q1: 45,328 shares; 2025Q2: 41,527 shares; 2025Q3: 88,465 shares; 2025Q4: 92,285 shares; 2026Q1: 166,097 shares 166,097 $2.58M <0.01% +73,812 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,211 shares; 2024Q4: 71,862 shares; 2025Q1: 78,234 shares; 2025Q2: 85,235 shares; 2025Q3: 97,051 shares; 2025Q4: 71,116 shares; 2026Q1: 61,294 shares 61,294 $2.58M <0.01% -9,822 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,372 shares; 2026Q1: 127,184 shares 127,184 $2.57M <0.01% +99,812 Timeline PDBA 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: 439 shares; 2024Q4: 5,463 shares; 2025Q1: 909 shares; 2025Q2: 4,289 shares; 2025Q3: 12,297 shares; 2025Q4: 15,281 shares; 2026Q1: 70,571 shares 70,571 $2.57M <0.01% +55,290 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,480 shares; 2024Q4: 230,250 shares; 2025Q1: 190,834 shares; 2025Q2: 227,925 shares; 2025Q3: 228,604 shares; 2025Q4: 231,109 shares; 2026Q1: 213,401 shares 213,401 $2.57M <0.01% -17,708 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,418 shares; 2024Q4: 50,463 shares; 2025Q1: 39,320 shares; 2025Q2: 48,741 shares; 2025Q3: 54,299 shares; 2025Q4: 62,918 shares; 2026Q1: 70,105 shares 70,105 $2.57M <0.01% +7,187 Timeline BBAG 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: 50,524 shares; 2024Q4: 53,800 shares; 2025Q1: 63,842 shares; 2025Q2: 87,270 shares; 2025Q3: 84,705 shares; 2025Q4: 65,032 shares; 2026Q1: 55,538 shares 55,538 $2.56M <0.01% -9,494 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,160 shares; 2024Q4: 34,989 shares; 2025Q1: 26,687 shares; 2025Q2: 87,159 shares; 2025Q3: 76,115 shares; 2025Q4: 20,542 shares; 2026Q1: 31,126 shares 31,126 $2.56M <0.01% +10,584 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,364 shares; 2024Q4: 58,028 shares; 2025Q1: 66,873 shares; 2025Q2: 79,051 shares; 2025Q3: 74,604 shares; 2025Q4: 66,711 shares; 2026Q1: 57,223 shares 57,223 $2.56M <0.01% -9,488 Timeline SIXD 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: 2,025 shares; 2024Q4: 104,712 shares; 2025Q1: 155,005 shares; 2025Q2: 144,220 shares; 2025Q3: 134,978 shares; 2025Q4: 106,682 shares; 2026Q1: 90,428 shares 90,428 $2.56M <0.01% -16,254 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,905 shares; 2024Q4: 168,322 shares; 2025Q1: 129,152 shares; 2025Q2: 244,610 shares; 2025Q3: 241,347 shares; 2025Q4: 130,880 shares; 2026Q1: 97,832 shares 97,832 $2.56M <0.01% -33,048 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,810 shares; 2024Q4: 105,873 shares; 2025Q1: 107,319 shares; 2025Q2: 159,895 shares; 2025Q3: 174,986 shares; 2025Q4: 151,098 shares; 2026Q1: 61,340 shares 61,340 $2.55M <0.01% -89,758 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 12,122 shares; 2025Q1: 7,596 shares; 2025Q2: 8,895 shares; 2025Q3: 17,431 shares; 2025Q4: 30,562 shares; 2026Q1: 27,091 shares 27,091 $2.55M <0.01% -3,471 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,971 shares; 2024Q4: 128,283 shares; 2025Q1: 151,077 shares; 2025Q2: 157,821 shares; 2025Q3: 159,169 shares; 2025Q4: 136,196 shares; 2026Q1: 119,424 shares 119,424 $2.55M <0.01% -16,772 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: 1,472 shares; 2025Q4: 29,509 shares; 2026Q1: 76,993 shares 76,993 $2.55M <0.01% +47,484 Timeline VGUS 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: 317 shares; 2025Q3: 317 shares; 2025Q4: 8,754 shares; 2026Q1: 33,660 shares 33,660 $2.55M <0.01% +24,906 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,087 shares; 2024Q4: 125,342 shares; 2025Q1: 248,393 shares; 2025Q2: 277,266 shares; 2025Q3: 465,249 shares; 2025Q4: 573,337 shares; 2026Q1: 639,536 shares 639,536 $2.55M <0.01% +66,199 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 33,476 shares; 2025Q3: 45,811 shares; 2025Q4: 65,192 shares; 2026Q1: 86,270 shares 86,270 $2.54M <0.01% +21,078 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 481 shares; 2025Q1: 9,291 shares; 2025Q2: 8,004 shares; 2025Q3: 44,173 shares; 2025Q4: 23,692 shares; 2026Q1: 31,422 shares 31,422 $2.53M <0.01% +7,730 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 32,562 shares; 2025Q1: 1,683 shares; 2025Q2: 33,859 shares; 2025Q3: 34,546 shares; 2025Q4: 36,074 shares; 2026Q1: 57,041 shares 57,041 $2.53M <0.01% +20,967 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,912 shares; 2024Q4: 15,754 shares; 2025Q1: 9,617 shares; 2025Q2: 10,593 shares; 2025Q3: 11,494 shares; 2025Q4: 10,902 shares; 2026Q1: 12,986 shares 12,986 $2.53M <0.01% +2,084 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,817 shares; 2024Q4: 42,816 shares; 2025Q1: 50,236 shares; 2025Q2: 68,053 shares; 2025Q3: 73,548 shares; 2025Q4: 19,056 shares; 2026Q1: 22,135 shares 22,135 $2.52M <0.01% +3,079 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 10,050 shares; 2025Q1: 19,114 shares; 2025Q2: 31,509 shares; 2025Q3: 36,497 shares; 2025Q4: 41,417 shares; 2026Q1: 48,096 shares 48,096 $2.52M <0.01% +6,679 Timeline JGLO 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: 70,983 shares; 2024Q4: 74,372 shares; 2025Q1: 26,501 shares; 2025Q2: 158,896 shares; 2025Q3: 113,347 shares; 2025Q4: 35,505 shares; 2026Q1: 38,648 shares 38,648 $2.52M <0.01% +3,143 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,082 shares; 2024Q4: 157,008 shares; 2025Q1: 184,601 shares; 2025Q2: 164,265 shares; 2025Q3: 185,124 shares; 2025Q4: 178,688 shares; 2026Q1: 232,663 shares 232,663 $2.52M <0.01% +53,975 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 749 shares; 2025Q1: 780 shares; 2025Q2: 4,231 shares; 2025Q3: 3,833 shares; 2025Q4: 1,788 shares; 2026Q1: 69,113 shares 69,113 $2.52M <0.01% +67,325 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,817 shares; 2024Q4: 39,589 shares; 2025Q1: 40,778 shares; 2025Q2: 38,241 shares; 2025Q3: 97,957 shares; 2025Q4: 187,691 shares; 2026Q1: 102,945 shares 102,945 $2.52M <0.01% -84,746 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,349 shares; 2024Q4: 17,401 shares; 2025Q1: 17,229 shares; 2025Q2: 18,047 shares; 2025Q3: 117,047 shares; 2025Q4: 140,289 shares; 2026Q1: 138,173 shares 138,173 $2.51M <0.01% -2,116 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,797 shares; 2024Q4: 10,307 shares; 2025Q1: 11,045 shares; 2025Q2: 12,667 shares; 2025Q3: 15,523 shares; 2025Q4: 13,513 shares; 2026Q1: 13,325 shares 13,325 $2.51M <0.01% -188 Timeline MART 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: 390,540 shares; 2024Q4: 391,001 shares; 2025Q1: 156,916 shares; 2025Q2: 110,444 shares; 2025Q3: 111,655 shares; 2025Q4: 86,139 shares; 2026Q1: 65,403 shares 65,403 $2.51M <0.01% -20,736 Timeline ITB 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: 196,584 shares; 2024Q4: 94,837 shares; 2025Q1: 36,928 shares; 2025Q2: 36,728 shares; 2025Q3: 39,222 shares; 2025Q4: 30,268 shares; 2026Q1: 27,671 shares 27,671 $2.51M <0.01% -2,597 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,193 shares; 2024Q4: 55,284 shares; 2025Q1: 80,059 shares; 2025Q2: 75,652 shares; 2025Q3: 78,622 shares; 2025Q4: 59,774 shares; 2026Q1: 76,987 shares 76,987 $2.51M <0.01% +17,213 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,645 shares; 2024Q4: 138,716 shares; 2025Q1: 90,087 shares; 2025Q2: 367,316 shares; 2025Q3: 102,004 shares; 2025Q4: 89,174 shares; 2026Q1: 69,655 shares 69,655 $2.5M <0.01% -19,519 Timeline PRFZ 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: 18,030 shares; 2024Q4: 17,208 shares; 2025Q1: 31,052 shares; 2025Q2: 39,395 shares; 2025Q3: 54,112 shares; 2025Q4: 54,483 shares; 2026Q1: 54,464 shares 54,464 $2.5M <0.01% -19 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,822 shares; 2025Q1: 12,162 shares; 2025Q2: 20,422 shares; 2025Q3: 19,522 shares; 2025Q4: 97,078 shares; 2026Q1: 92,540 shares 92,540 $2.49M <0.01% -4,538 Timeline IQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,306 shares; 2024Q4: 7,293 shares; 2025Q1: 8,069 shares; 2025Q2: 10,212 shares; 2025Q3: 20,363 shares; 2025Q4: 23,048 shares; 2026Q1: 28,100 shares 28,100 $2.49M <0.01% +5,052 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,545 shares; 2024Q4: 67,787 shares; 2025Q1: 56,086 shares; 2025Q2: 54,894 shares; 2025Q3: 62,712 shares; 2025Q4: 49,591 shares; 2026Q1: 93,982 shares 93,982 $2.48M <0.01% +44,391 Timeline XRSFX RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 29,125 shares; 2025Q1: 81,748 shares; 2025Q2: 123,129 shares; 2025Q3: 154,632 shares; 2025Q4: 179,232 shares; 2026Q1: 170,600 shares 170,600 $2.48M <0.01% -8,632 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 8,484 shares; 2025Q1: 53,684 shares; 2025Q2: 54,983 shares; 2025Q3: 55,069 shares; 2025Q4: 53,625 shares; 2026Q1: 53,410 shares 53,410 $2.48M <0.01% -215 Timeline FMAT 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: 78,319 shares; 2024Q4: 49,954 shares; 2025Q1: 53,753 shares; 2025Q2: 57,025 shares; 2025Q3: 75,026 shares; 2025Q4: 73,973 shares; 2026Q1: 42,921 shares 42,921 $2.48M <0.01% -31,052 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 5,918 shares; 2025Q1: 5,665 shares; 2025Q2: 5,439 shares; 2025Q3: 52,913 shares; 2025Q4: 45,052 shares; 2026Q1: 44,522 shares 44,522 $2.48M <0.01% -530 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,007 shares; 2024Q4: 46,700 shares; 2025Q1: 22,747 shares; 2025Q2: 41,505 shares; 2025Q3: 56,487 shares; 2025Q4: 51,506 shares; 2026Q1: 74,752 shares 74,752 $2.48M <0.01% +23,246 Timeline NVBT 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: 43,879 shares; 2024Q4: 89,036 shares; 2025Q1: 85,325 shares; 2025Q2: 53,001 shares; 2025Q3: 50,774 shares; 2025Q4: 73,761 shares; 2026Q1: 69,148 shares 69,148 $2.48M <0.01% -4,613 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,953 shares; 2024Q4: 18,953 shares; 2025Q1: 41,241 shares; 2025Q2: 55,035 shares; 2025Q3: 57,902 shares; 2025Q4: 30,738 shares; 2026Q1: 31,387 shares 31,387 $2.47M <0.01% +649 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,405 shares; 2025Q2: 38,795 shares; 2025Q3: 42,680 shares; 2025Q4: 42,882 shares; 2026Q1: 44,898 shares 44,898 $2.46M <0.01% +2,016 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,246 shares; 2024Q4: 12,843 shares; 2025Q1: 16,119 shares; 2025Q2: 16,636 shares; 2025Q3: 30,529 shares; 2025Q4: 24,831 shares; 2026Q1: 24,757 shares 24,757 $2.46M <0.01% -74 Timeline LOUP 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: 4,916 shares; 2024Q4: 4,644 shares; 2025Q1: 7,408 shares; 2025Q2: 7,185 shares; 2025Q3: 7,081 shares; 2025Q4: 14,000 shares; 2026Q1: 35,735 shares 35,735 $2.46M <0.01% +21,735 Timeline LCTU 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: 69,752 shares; 2024Q4: 68,359 shares; 2025Q1: 43,731 shares; 2025Q2: 82,234 shares; 2025Q3: 76,258 shares; 2025Q4: 41,676 shares; 2026Q1: 35,041 shares 35,041 $2.46M <0.01% -6,635 Timeline TDVG 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: 19,462 shares; 2024Q4: 17,117 shares; 2025Q1: 8,012 shares; 2025Q2: 6,219 shares; 2025Q3: 2,724 shares; 2025Q4: 12,247 shares; 2026Q1: 54,924 shares 54,924 $2.45M <0.01% +42,677 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,934 shares; 2024Q4: 25,138 shares; 2025Q1: 21,819 shares; 2025Q2: 51,591 shares; 2025Q3: 58,607 shares; 2025Q4: 55,852 shares; 2026Q1: 57,699 shares 57,699 $2.45M <0.01% +1,847 Timeline ELD 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: 358 shares; 2024Q4: 361 shares; 2025Q1: 231 shares; 2025Q2: 6,580 shares; 2025Q3: 95,387 shares; 2025Q4: 106,976 shares; 2026Q1: 87,848 shares 87,848 $2.44M <0.01% -19,128 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,651 shares; 2024Q4: 34,030 shares; 2025Q1: 44,453 shares; 2025Q2: 40,745 shares; 2025Q3: 41,032 shares; 2025Q4: 37,713 shares; 2026Q1: 29,588 shares 29,588 $2.44M <0.01% -8,125 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,279 shares; 2024Q4: 12,953 shares; 2025Q1: 4,658 shares; 2025Q2: 22,286 shares; 2025Q3: 20,705 shares; 2025Q4: 4,272 shares; 2026Q1: 4,678 shares 4,678 $2.44M <0.01% +406 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 8,409 shares; 2025Q1: 3,723 shares; 2025Q2: 4,552 shares; 2025Q3: 8,373 shares; 2025Q4: 16,040 shares; 2026Q1: 16,963 shares 16,963 $2.44M <0.01% +923 Timeline ESML 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: 88,976 shares; 2024Q4: 88,736 shares; 2025Q1: 32,443 shares; 2025Q2: 42,107 shares; 2025Q3: 62,112 shares; 2025Q4: 58,818 shares; 2026Q1: 51,869 shares 51,869 $2.44M <0.01% -6,949 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,143 shares; 2024Q4: 62,590 shares; 2025Q1: 74,952 shares; 2025Q2: 78,543 shares; 2025Q3: 85,213 shares; 2025Q4: 90,359 shares; 2026Q1: 129,547 shares 129,547 $2.44M <0.01% +39,188 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,069 shares; 2024Q4: 37,230 shares; 2025Q1: 41,432 shares; 2025Q2: 48,655 shares; 2025Q3: 62,685 shares; 2025Q4: 88,350 shares; 2026Q1: 80,772 shares 80,772 $2.43M <0.01% -7,578 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,694 shares; 2024Q4: 162,032 shares; 2025Q1: 244,222 shares; 2025Q2: 306,165 shares; 2025Q3: 333,294 shares; 2025Q4: 159,760 shares; 2026Q1: 126,342 shares 126,342 $2.43M <0.01% -33,418 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,209 shares; 2024Q4: 31,111 shares; 2025Q1: 29,160 shares; 2025Q2: 39,026 shares; 2025Q3: 25,892 shares; 2025Q4: 27,394 shares; 2026Q1: 12,202 shares 12,202 $2.43M <0.01% -15,192 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,374 shares; 2024Q4: 47,278 shares; 2025Q1: 49,145 shares; 2025Q2: 42,355 shares; 2025Q3: 44,707 shares; 2025Q4: 43,567 shares; 2026Q1: 37,097 shares 37,097 $2.42M <0.01% -6,470 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,562 shares; 2024Q4: 180,633 shares; 2025Q1: 149,806 shares; 2025Q2: 203,848 shares; 2025Q3: 227,395 shares; 2025Q4: 216,092 shares; 2026Q1: 224,511 shares 224,511 $2.41M <0.01% +8,419 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,472 shares; 2024Q4: 36,901 shares; 2025Q1: 32,495 shares; 2025Q2: 57,590 shares; 2025Q3: 59,442 shares; 2025Q4: 65,191 shares; 2026Q1: 57,011 shares 57,011 $2.41M <0.01% -8,180 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,232 shares; 2024Q4: 34,009 shares; 2025Q1: 39,304 shares; 2025Q2: 32,513 shares; 2025Q3: 31,709 shares; 2025Q4: 46,101 shares; 2026Q1: 45,440 shares 45,440 $2.41M <0.01% -661 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,120 shares; 2024Q4: 37,180 shares; 2025Q1: 33,285 shares; 2025Q2: 48,005 shares; 2025Q3: 44,741 shares; 2025Q4: 42,569 shares; 2026Q1: 41,422 shares 41,422 $2.4M <0.01% -1,147 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 2,200 shares; 2025Q3: 4,200 shares; 2025Q4: 10,172 shares; 2026Q1: 47,414 shares 47,414 $2.4M <0.01% +37,242 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,521 shares; 2024Q4: 23,731 shares; 2025Q1: 27,344 shares; 2025Q2: 37,074 shares; 2025Q3: 38,702 shares; 2025Q4: 37,908 shares; 2026Q1: 31,888 shares 31,888 $2.4M <0.01% -6,020 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,223 shares; 2024Q4: 144,125 shares; 2025Q1: 51,371 shares; 2025Q2: 60,302 shares; 2025Q3: 46,872 shares; 2025Q4: 44,290 shares; 2026Q1: 41,680 shares 41,680 $2.4M <0.01% -2,610 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 115 shares; 2025Q4: 163,859 shares; 2026Q1: 93,411 shares 93,411 $2.39M <0.01% -70,448 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 1,121 shares; 2025Q1: 3,691 shares; 2025Q2: 9,013 shares; 2025Q3: 12,067 shares; 2025Q4: 12,375 shares; 2026Q1: 14,406 shares 14,406 $2.39M <0.01% +2,031 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 3,476 shares; 2025Q1: 744 shares; 2025Q2: 7,173 shares; 2025Q3: 7,395 shares; 2025Q4: 31,093 shares; 2026Q1: 204,178 shares 204,178 $2.39M <0.01% +173,085 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,380 shares; 2024Q4: 213,260 shares; 2025Q1: 205,966 shares; 2025Q2: 273,186 shares; 2025Q3: 278,086 shares; 2025Q4: 286,152 shares; 2026Q1: 282,562 shares 282,562 $2.39M <0.01% -3,590 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,294 shares; 2024Q4: 154,833 shares; 2025Q1: 71,679 shares; 2025Q2: 30,899 shares; 2025Q3: 59,647 shares; 2025Q4: 552,736 shares; 2026Q1: 57,476 shares 57,476 $2.39M <0.01% -495,260 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,075 shares; 2024Q4: 169,613 shares; 2025Q1: 110,639 shares; 2025Q2: 146,271 shares; 2025Q3: 245,351 shares; 2025Q4: 113,177 shares; 2026Q1: 100,357 shares 100,357 $2.39M <0.01% -12,820 Timeline EUSB 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: 174,691 shares; 2024Q4: 188,185 shares; 2025Q1: 56,095 shares; 2025Q2: 65,827 shares; 2025Q3: 63,094 shares; 2025Q4: 59,162 shares; 2026Q1: 54,920 shares 54,920 $2.39M <0.01% -4,242 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,740 shares; 2024Q4: 83,790 shares; 2025Q1: 90,893 shares; 2025Q2: 94,231 shares; 2025Q3: 116,821 shares; 2025Q4: 93,950 shares; 2026Q1: 66,148 shares 66,148 $2.39M <0.01% -27,802 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,825 shares; 2025Q4: 42,667 shares; 2026Q1: 89,132 shares 89,132 $2.38M <0.01% +46,465 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,661 shares; 2024Q4: 45,841 shares; 2025Q1: 146,873 shares; 2025Q2: 161,816 shares; 2025Q3: 142,354 shares; 2025Q4: 151,495 shares; 2026Q1: 114,715 shares 114,715 $2.38M <0.01% -36,780 Timeline EPS 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: 15,024 shares; 2024Q4: 16,288 shares; 2025Q1: 7,016 shares; 2025Q2: 25,019 shares; 2025Q3: 49,693 shares; 2025Q4: 53,783 shares; 2026Q1: 34,905 shares 34,905 $2.38M <0.01% -18,878 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,539 shares; 2024Q4: 155,721 shares; 2025Q1: 104,355 shares; 2025Q2: 125,013 shares; 2025Q3: 163,728 shares; 2025Q4: 139,076 shares; 2026Q1: 114,509 shares 114,509 $2.38M <0.01% -24,567 Timeline AUGT 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: 157,142 shares; 2024Q4: 147,591 shares; 2025Q1: 135,437 shares; 2025Q2: 75,059 shares; 2025Q3: 97,878 shares; 2025Q4: 88,096 shares; 2026Q1: 67,895 shares 67,895 $2.37M <0.01% -20,201 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,965 shares; 2024Q4: 32,360 shares; 2025Q1: 34,004 shares; 2025Q2: 36,738 shares; 2025Q3: 54,821 shares; 2025Q4: 41,630 shares; 2026Q1: 56,531 shares 56,531 $2.36M <0.01% +14,901 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,639 shares; 2024Q4: 72,001 shares; 2025Q1: 67,768 shares; 2025Q2: 39,921 shares; 2025Q3: 42,579 shares; 2025Q4: 40,367 shares; 2026Q1: 55,536 shares 55,536 $2.36M <0.01% +15,169 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,096 shares; 2024Q4: 79,312 shares; 2025Q1: 78,360 shares; 2025Q2: 70,554 shares; 2025Q3: 100,631 shares; 2025Q4: 104,197 shares; 2026Q1: 126,523 shares 126,523 $2.36M <0.01% +22,326 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,220 shares; 2024Q4: 164,592 shares; 2025Q1: 154,471 shares; 2025Q2: 152,098 shares; 2025Q3: 151,541 shares; 2025Q4: 106,338 shares; 2026Q1: 104,942 shares 104,942 $2.36M <0.01% -1,396 Timeline EDOW 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: 45,696 shares; 2024Q4: 65,996 shares; 2025Q1: 147,008 shares; 2025Q2: 160,233 shares; 2025Q3: 155,683 shares; 2025Q4: 68,329 shares; 2026Q1: 57,844 shares 57,844 $2.35M <0.01% -10,485 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,552 shares; 2024Q4: 5,930 shares; 2025Q1: 4,699 shares; 2025Q2: 14,791 shares; 2025Q3: 16,968 shares; 2025Q4: 20,285 shares; 2026Q1: 19,453 shares 19,453 $2.34M <0.01% -832 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,908 shares; 2024Q4: 88,284 shares; 2025Q1: 100,162 shares; 2025Q2: 117,179 shares; 2025Q3: 116,713 shares; 2025Q4: 129,294 shares; 2026Q1: 117,587 shares 117,587 $2.32M <0.01% -11,707 Timeline EZM 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: 30,184 shares; 2024Q4: 29,496 shares; 2025Q1: 26,186 shares; 2025Q2: 28,270 shares; 2025Q3: 26,803 shares; 2025Q4: 30,439 shares; 2026Q1: 34,489 shares 34,489 $2.32M <0.01% +4,050 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 1,367 shares; 2025Q1: 1,934 shares; 2025Q2: 3,911 shares; 2025Q3: 6,960 shares; 2025Q4: 7,176 shares; 2026Q1: 7,251 shares 7,251 $2.31M <0.01% +75 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 672 shares; 2025Q1: 3,474 shares; 2025Q2: 3,465 shares; 2025Q3: 3,692 shares; 2025Q4: 6,160 shares; 2026Q1: 22,520 shares 22,520 $2.31M <0.01% +16,360 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,700 shares; 2024Q4: 133,831 shares; 2025Q1: 129,293 shares; 2025Q2: 125,773 shares; 2025Q3: 129,929 shares; 2025Q4: 131,203 shares; 2026Q1: 129,877 shares 129,877 $2.31M <0.01% -1,326 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 6,974 shares; 2025Q1: 7,740 shares; 2025Q2: 14,449 shares; 2025Q3: 13,452 shares; 2025Q4: 5,521 shares; 2026Q1: 9,229 shares 9,229 $2.31M <0.01% +3,708 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 15,991 shares; 2025Q1: 7,597 shares; 2025Q2: 8,629 shares; 2025Q3: 12,683 shares; 2025Q4: 9,834 shares; 2026Q1: 12,820 shares 12,820 $2.31M <0.01% +2,986 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,014 shares; 2024Q4: 108,518 shares; 2025Q1: 132,626 shares; 2025Q2: 101,058 shares; 2025Q3: 106,228 shares; 2025Q4: 113,761 shares; 2026Q1: 110,331 shares 110,331 $2.31M <0.01% -3,430 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,315 shares; 2024Q4: 222,422 shares; 2025Q1: 224,909 shares; 2025Q2: 241,818 shares; 2025Q3: 244,860 shares; 2025Q4: 245,930 shares; 2026Q1: 383,485 shares 383,485 $2.3M <0.01% +137,555 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,251 shares; 2024Q4: 204,815 shares; 2025Q1: 236,242 shares; 2025Q2: 193,120 shares; 2025Q3: 228,809 shares; 2025Q4: 210,652 shares; 2026Q1: 221,890 shares 221,890 $2.3M <0.01% +11,238 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,523 shares; 2024Q4: 318,691 shares; 2025Q1: 349,180 shares; 2025Q2: 336,307 shares; 2025Q3: 329,714 shares; 2025Q4: 300,784 shares; 2026Q1: 279,838 shares 279,838 $2.3M <0.01% -20,946 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,796 shares; 2024Q4: 43,670 shares; 2025Q1: 43,550 shares; 2025Q2: 51,629 shares; 2025Q3: 48,122 shares; 2025Q4: 46,953 shares; 2026Q1: 46,852 shares 46,852 $2.3M <0.01% -101 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,692 shares; 2024Q4: 20,428 shares; 2025Q1: 28,501 shares; 2025Q2: 25,178 shares; 2025Q3: 26,605 shares; 2025Q4: 25,742 shares; 2026Q1: 18,006 shares 18,006 $2.29M <0.01% -7,736 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 935 shares; 2025Q1: 307 shares; 2025Q2: 1,170 shares; 2025Q3: 3,024 shares; 2025Q4: 8,110 shares; 2026Q1: 6,745 shares 6,745 $2.29M <0.01% -1,365 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,017 shares; 2024Q4: 8,250 shares; 2025Q1: 25,692 shares; 2025Q2: 33,184 shares; 2025Q3: 31,311 shares; 2025Q4: 36,792 shares; 2026Q1: 51,372 shares 51,372 $2.29M <0.01% +14,580 Timeline XFEB 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: 52,968 shares; 2024Q4: 45,580 shares; 2025Q1: 75,778 shares; 2025Q2: 64,690 shares; 2025Q3: 65,260 shares; 2025Q4: 63,966 shares; 2026Q1: 64,896 shares 64,896 $2.28M <0.01% +930 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,162 shares; 2024Q4: 12,059 shares; 2025Q1: 17,691 shares; 2025Q2: 32,796 shares; 2025Q3: 32,349 shares; 2025Q4: 16,460 shares; 2026Q1: 38,179 shares 38,179 $2.28M <0.01% +21,719 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,324 shares; 2024Q4: 162,602 shares; 2025Q1: 134,168 shares; 2025Q2: 108,292 shares; 2025Q3: 103,187 shares; 2025Q4: 82,652 shares; 2026Q1: 100,656 shares 100,656 $2.28M <0.01% +18,004 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,697 shares; 2024Q4: 29,014 shares; 2025Q1: 18,074 shares; 2025Q2: 17,418 shares; 2025Q3: 20,366 shares; 2025Q4: 16,791 shares; 2026Q1: 18,084 shares 18,084 $2.28M <0.01% +1,293 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,925 shares; 2024Q4: 112,468 shares; 2025Q1: 127,727 shares; 2025Q2: 122,732 shares; 2025Q3: 123,735 shares; 2025Q4: 133,983 shares; 2026Q1: 146,876 shares 146,876 $2.28M <0.01% +12,893 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,120 shares; 2024Q4: 14,338 shares; 2025Q1: 15,347 shares; 2025Q2: 21,197 shares; 2025Q3: 104,085 shares; 2025Q4: 29,383 shares; 2026Q1: 25,796 shares 25,796 $2.27M <0.01% -3,587 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,043 shares; 2024Q4: 50,290 shares; 2025Q1: 44,206 shares; 2025Q2: 64,435 shares; 2025Q3: 72,679 shares; 2025Q4: 75,786 shares; 2026Q1: 50,394 shares 50,394 $2.26M <0.01% -25,392 Timeline YSEP 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: 93,196 shares; 2024Q4: 119,614 shares; 2025Q1: 149,867 shares; 2025Q2: 124,521 shares; 2025Q3: 130,525 shares; 2025Q4: 104,711 shares; 2026Q1: 86,272 shares 86,272 $2.26M <0.01% -18,439 Timeline DFAR 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: 104,555 shares; 2024Q4: 105,717 shares; 2025Q1: 94,341 shares; 2025Q2: 27,172 shares; 2025Q3: 79,783 shares; 2025Q4: 86,316 shares; 2026Q1: 95,234 shares 95,234 $2.25M <0.01% +8,918 Timeline CGUI 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: 75,969 shares; 2024Q4: 88,109 shares; 2025Q1: 104,287 shares; 2025Q2: 96,243 shares; 2025Q3: 104,601 shares; 2025Q4: 160,199 shares; 2026Q1: 89,083 shares 89,083 $2.25M <0.01% -71,116 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,072 shares; 2024Q4: 74,713 shares; 2025Q1: 64,150 shares; 2025Q2: 63,806 shares; 2025Q3: 71,732 shares; 2025Q4: 114,393 shares; 2026Q1: 111,568 shares 111,568 $2.24M <0.01% -2,825 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 19,070 shares; 2025Q1: 10,576 shares; 2025Q2: 8,620 shares; 2025Q3: 23,210 shares; 2025Q4: 19,633 shares; 2026Q1: 19,156 shares 19,156 $2.24M <0.01% -477 Timeline IETC 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: 10,064 shares; 2024Q4: 11,944 shares; 2025Q1: 32,228 shares; 2025Q2: 38,972 shares; 2025Q3: 39,481 shares; 2025Q4: 28,072 shares; 2026Q1: 25,238 shares 25,238 $2.23M <0.01% -2,834 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,604 shares; 2024Q4: 32,680 shares; 2025Q1: 22,329 shares; 2025Q2: 33,804 shares; 2025Q3: 33,111 shares; 2025Q4: 29,860 shares; 2026Q1: 29,546 shares 29,546 $2.23M <0.01% -314 Timeline FOWF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 3,647 shares; 2025Q4: 6,714 shares; 2026Q1: 68,877 shares 68,877 $2.23M <0.01% +62,163 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,821 shares; 2024Q4: 76,971 shares; 2025Q1: 90,328 shares; 2025Q2: 82,372 shares; 2025Q3: 80,749 shares; 2025Q4: 86,090 shares; 2026Q1: 84,377 shares 84,377 $2.23M <0.01% -1,713 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,117 shares; 2024Q4: 16,802 shares; 2025Q1: 17,688 shares; 2025Q2: 20,829 shares; 2025Q3: 18,381 shares; 2025Q4: 40,125 shares; 2026Q1: 37,650 shares 37,650 $2.22M <0.01% -2,475 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 775 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 1,741 shares; 2025Q4: 10,126 shares; 2026Q1: 24,943 shares 24,943 $2.22M <0.01% +14,817 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,188 shares; 2024Q4: 178,849 shares; 2025Q1: 188,674 shares; 2025Q2: 520,676 shares; 2025Q3: 587,969 shares; 2025Q4: 595,481 shares; 2026Q1: 250,225 shares 250,225 $2.22M <0.01% -345,256 Timeline DWM 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: 32,732 shares; 2024Q4: 34,692 shares; 2025Q1: 32,605 shares; 2025Q2: 32,187 shares; 2025Q3: 32,150 shares; 2025Q4: 33,427 shares; 2026Q1: 31,723 shares 31,723 $2.22M <0.01% -1,704 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,017 shares; 2024Q4: 17,029 shares; 2025Q1: 14,311 shares; 2025Q2: 15,565 shares; 2025Q3: 14,297 shares; 2025Q4: 18,556 shares; 2026Q1: 60,297 shares 60,297 $2.22M <0.01% +41,741 Timeline SMDV 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: 36,190 shares; 2024Q4: 39,332 shares; 2025Q1: 34,994 shares; 2025Q2: 33,543 shares; 2025Q3: 35,088 shares; 2025Q4: 30,793 shares; 2026Q1: 32,147 shares 32,147 $2.22M <0.01% +1,354 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,160 shares; 2024Q4: 29,078 shares; 2025Q1: 33,995 shares; 2025Q2: 33,089 shares; 2025Q3: 46,441 shares; 2025Q4: 58,179 shares; 2026Q1: 75,424 shares 75,424 $2.21M <0.01% +17,245 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,656 shares; 2024Q4: 121,460 shares; 2025Q1: 101,265 shares; 2025Q2: 115,550 shares; 2025Q3: 230,768 shares; 2025Q4: 184,146 shares; 2026Q1: 140,341 shares 140,341 $2.21M <0.01% -43,805 Timeline IBD 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: 49,610 shares; 2024Q4: 63,958 shares; 2025Q1: 89,573 shares; 2025Q2: 97,583 shares; 2025Q3: 98,484 shares; 2025Q4: 112,738 shares; 2026Q1: 92,421 shares 92,421 $2.21M <0.01% -20,317 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,928 shares; 2024Q4: 83,770 shares; 2025Q1: 59,313 shares; 2025Q2: 106,057 shares; 2025Q3: 95,800 shares; 2025Q4: 55,289 shares; 2026Q1: 55,096 shares 55,096 $2.21M <0.01% -193 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,641 shares; 2024Q4: 20,546 shares; 2025Q1: 20,044 shares; 2025Q2: 25,751 shares; 2025Q3: 32,371 shares; 2025Q4: 26,274 shares; 2026Q1: 24,024 shares 24,024 $2.2M <0.01% -2,250 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,693 shares; 2024Q4: 49,447 shares; 2025Q1: 9,845 shares; 2025Q2: 9,799 shares; 2025Q3: 9,700 shares; 2025Q4: 7,740 shares; 2026Q1: 23,681 shares 23,681 $2.2M <0.01% +15,941 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,082 shares; 2024Q4: 175,278 shares; 2025Q1: 187,693 shares; 2025Q2: 137,706 shares; 2025Q3: 182,556 shares; 2025Q4: 108,079 shares; 2026Q1: 100,799 shares 100,799 $2.2M <0.01% -7,280 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 8,954 shares; 2025Q1: 7,794 shares; 2025Q2: 8,735 shares; 2025Q3: 11,593 shares; 2025Q4: 14,447 shares; 2026Q1: 12,005 shares 12,005 $2.2M <0.01% -2,442 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,955 shares; 2024Q4: 2,018 shares; 2025Q1: 55,882 shares; 2025Q2: 73,653 shares; 2025Q3: 76,886 shares; 2025Q4: 60,214 shares; 2026Q1: 45,385 shares 45,385 $2.2M <0.01% -14,829 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,888 shares; 2024Q4: 19,890 shares; 2025Q1: 21,233 shares; 2025Q2: 19,214 shares; 2025Q3: 36,642 shares; 2025Q4: 35,849 shares; 2026Q1: 35,172 shares 35,172 $2.2M <0.01% -677 Timeline ICLN 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: 455,086 shares; 2024Q4: 366,020 shares; 2025Q1: 135,454 shares; 2025Q2: 121,728 shares; 2025Q3: 156,886 shares; 2025Q4: 131,810 shares; 2026Q1: 119,647 shares 119,647 $2.19M <0.01% -12,163 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,090 shares; 2024Q4: 42,291 shares; 2025Q1: 32,146 shares; 2025Q2: 32,573 shares; 2025Q3: 30,373 shares; 2025Q4: 3,500 shares; 2026Q1: 201,967 shares 201,967 $2.19M <0.01% +198,467 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 6,680 shares; 2025Q1: 7,187 shares; 2025Q2: 10,118 shares; 2025Q3: 9,460 shares; 2025Q4: 6,522 shares; 2026Q1: 6,001 shares 6,001 $2.19M <0.01% -521 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,140 shares; 2024Q4: 139,239 shares; 2025Q1: 304,027 shares; 2025Q2: 180,006 shares; 2025Q3: 161,213 shares; 2025Q4: 183,188 shares; 2026Q1: 183,602 shares 183,602 $2.18M <0.01% +414 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,348 shares; 2024Q4: 497,622 shares; 2025Q1: 60,564 shares; 2025Q2: 61,425 shares; 2025Q3: 75,701 shares; 2025Q4: 72,942 shares; 2026Q1: 71,469 shares 71,469 $2.18M <0.01% -1,473 Timeline