ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 9,345 shares; 2025Q1: 10,393 shares; 2025Q2: 9,508 shares; 2025Q3: 10,227 shares; 2025Q4: 11,130 shares; 2026Q1: 9,038 shares 9,038 $2.4M 0.02% -2,092 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,933 shares; 2024Q4: 20,943 shares; 2025Q1: 19,770 shares; 2025Q2: 18,800 shares; 2025Q3: 22,011 shares; 2025Q4: 17,235 shares; 2026Q1: 18,274 shares 18,274 $2.39M 0.02% +1,039 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,092 shares; 2025Q1: 32,076 shares; 2025Q2: 47,674 shares; 2025Q3: 63,582 shares; 2025Q4: 74,579 shares; 2026Q1: 81,201 shares 81,201 $2.39M 0.02% +6,622 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 6,127 shares; 2025Q1: 6,659 shares; 2025Q2: 7,149 shares; 2025Q3: 7,986 shares; 2025Q4: not reported; 2026Q1: 5,458 shares 5,458 $2.37M 0.02% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,577 shares; 2024Q4: 40,092 shares; 2025Q1: 42,923 shares; 2025Q2: 52,554 shares; 2025Q3: 33,472 shares; 2025Q4: 47,284 shares; 2026Q1: 47,017 shares 47,017 $2.36M 0.02% -267 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,180 shares; 2024Q4: 72,885 shares; 2025Q1: not reported; 2025Q2: 82,109 shares; 2025Q3: 89,090 shares; 2025Q4: 122,901 shares; 2026Q1: 119,486 shares 119,486 $2.36M 0.02% -3,415 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,792 shares; 2025Q1: 1,842 shares; 2025Q2: 1,760 shares; 2025Q3: 3,893 shares; 2025Q4: 12,595 shares; 2026Q1: 9,898 shares 9,898 $2.35M 0.02% -2,697 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 7,810 shares; 2025Q1: 8,966 shares; 2025Q2: 19,034 shares; 2025Q3: 22,235 shares; 2025Q4: 22,896 shares; 2026Q1: 28,553 shares 28,553 $2.34M 0.02% +5,657 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 8,192 shares; 2025Q1: 8,762 shares; 2025Q2: 11,306 shares; 2025Q3: 11,199 shares; 2025Q4: 9,791 shares; 2026Q1: 11,212 shares 11,212 $2.34M 0.02% +1,421 Timeline BSCX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,277 shares 110,277 $2.33M 0.02% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,687 shares; 2025Q4: 102,052 shares; 2026Q1: 92,044 shares 92,044 $2.33M 0.02% -10,008 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 3,709 shares; 2025Q1: 3,677 shares; 2025Q2: 6,275 shares; 2025Q3: 6,576 shares; 2025Q4: not reported; 2026Q1: 10,076 shares 10,076 $2.33M 0.02% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,731 shares; 2024Q4: 30,850 shares; 2025Q1: not reported; 2025Q2: 40,871 shares; 2025Q3: 40,348 shares; 2025Q4: 44,745 shares; 2026Q1: 45,865 shares 45,865 $2.32M 0.02% +1,120 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,967 shares; 2024Q4: 26,085 shares; 2025Q1: 27,481 shares; 2025Q2: 26,029 shares; 2025Q3: 20,806 shares; 2025Q4: 21,057 shares; 2026Q1: 26,002 shares 26,002 $2.31M 0.02% +4,945 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: not reported; 2024Q4: 26,839 shares; 2025Q1: not reported; 2025Q2: 38,623 shares; 2025Q3: 40,569 shares; 2025Q4: 40,217 shares; 2026Q1: 59,054 shares 59,054 $2.28M 0.02% +18,837 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,848 shares; 2024Q4: 17,408 shares; 2025Q1: not reported; 2025Q2: 26,416 shares; 2025Q3: 24,468 shares; 2025Q4: 28,410 shares; 2026Q1: 33,073 shares 33,073 $2.27M 0.02% +4,663 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,462 shares; 2024Q4: 43,030 shares; 2025Q1: not reported; 2025Q2: 39,511 shares; 2025Q3: 34,452 shares; 2025Q4: 41,327 shares; 2026Q1: 41,974 shares 41,974 $2.27M 0.02% +647 Timeline IGSB 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: 54,090 shares; 2024Q4: 49,073 shares; 2025Q1: 54,147 shares; 2025Q2: 58,075 shares; 2025Q3: 63,566 shares; 2025Q4: 64,463 shares; 2026Q1: 42,437 shares 42,437 $2.23M 0.02% -22,026 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 14,306 shares; 2025Q1: 14,050 shares; 2025Q2: 16,572 shares; 2025Q3: 13,777 shares; 2025Q4: 8,552 shares; 2026Q1: 7,928 shares 7,928 $2.23M 0.02% -624 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,988 shares; 2024Q4: 30,115 shares; 2025Q1: 31,399 shares; 2025Q2: 35,877 shares; 2025Q3: 39,488 shares; 2025Q4: 33,732 shares; 2026Q1: 19,329 shares 19,329 $2.22M 0.02% -14,403 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,641 shares; 2024Q4: 14,387 shares; 2025Q1: 14,940 shares; 2025Q2: 13,585 shares; 2025Q3: 14,415 shares; 2025Q4: not reported; 2026Q1: 23,695 shares 23,695 $2.21M 0.02% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,745 shares; 2024Q4: 36,776 shares; 2025Q1: 36,647 shares; 2025Q2: 37,520 shares; 2025Q3: 37,724 shares; 2025Q4: 54,694 shares; 2026Q1: 54,427 shares 54,427 $2.2M 0.02% -267 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,877 shares; 2025Q4: 44,812 shares; 2026Q1: 45,848 shares 45,848 $2.2M 0.02% +1,036 Timeline EPI 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: 77,551 shares; 2024Q4: 83,720 shares; 2025Q1: 91,550 shares; 2025Q2: 98,697 shares; 2025Q3: 31,397 shares; 2025Q4: not reported; 2026Q1: 53,652 shares 53,652 $2.19M 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 17,473 shares; 2025Q1: 20,008 shares; 2025Q2: 18,649 shares; 2025Q3: 16,954 shares; 2025Q4: 14,406 shares; 2026Q1: 13,875 shares 13,875 $2.18M 0.02% -531 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,201 shares; 2024Q4: 40,159 shares; 2025Q1: 40,299 shares; 2025Q2: 42,496 shares; 2025Q3: 41,893 shares; 2025Q4: 42,437 shares; 2026Q1: 45,467 shares 45,467 $2.18M 0.02% +3,030 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,180 shares; 2025Q2: 5,980 shares; 2025Q3: 53,604 shares; 2025Q4: 53,604 shares; 2026Q1: 53,379 shares 53,379 $2.18M 0.02% -225 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: 18,881 shares; 2024Q4: 22,173 shares; 2025Q1: 13,944 shares; 2025Q2: 15,166 shares; 2025Q3: 16,483 shares; 2025Q4: 16,848 shares; 2026Q1: 15,823 shares 15,823 $2.17M 0.02% -1,025 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,241 shares; 2024Q4: 52,519 shares; 2025Q1: 77,630 shares; 2025Q2: 95,343 shares; 2025Q3: 54,511 shares; 2025Q4: 52,720 shares; 2026Q1: 38,945 shares 38,945 $2.15M 0.02% -13,775 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 15,481 shares; 2025Q1: 24,426 shares; 2025Q2: 35,312 shares; 2025Q3: 31,252 shares; 2025Q4: 34,894 shares; 2026Q1: 36,649 shares 36,649 $2.14M 0.02% +1,755 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 13,641 shares; 2025Q1: 15,260 shares; 2025Q2: 14,405 shares; 2025Q3: 16,943 shares; 2025Q4: 15,818 shares; 2026Q1: 14,213 shares 14,213 $2.14M 0.02% -1,605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,123 shares 41,123 $2.14M 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,774 shares; 2025Q1: 12,932 shares; 2025Q2: 12,046 shares; 2025Q3: 10,005 shares; 2025Q4: not reported; 2026Q1: 54,794 shares 54,794 $2.14M 0.02% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,054 shares; 2024Q4: 41,758 shares; 2025Q1: 72,310 shares; 2025Q2: 73,913 shares; 2025Q3: 82,948 shares; 2025Q4: 81,473 shares; 2026Q1: 86,092 shares 86,092 $2.13M 0.02% +4,619 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 17,081 shares; 2025Q1: 17,766 shares; 2025Q2: 19,933 shares; 2025Q3: 48,489 shares; 2025Q4: 53,965 shares; 2026Q1: 59,274 shares 59,274 $2.13M 0.02% +5,309 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,853 shares; 2025Q1: 4,083 shares; 2025Q2: 4,921 shares; 2025Q3: 6,175 shares; 2025Q4: not reported; 2026Q1: 6,553 shares 6,553 $2.12M 0.02% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,228 shares; 2024Q4: 100,376 shares; 2025Q1: 93,614 shares; 2025Q2: 98,676 shares; 2025Q3: 110,972 shares; 2025Q4: 111,356 shares; 2026Q1: 92,019 shares 92,019 $2.11M 0.02% -19,337 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,617 shares; 2024Q4: 8,718 shares; 2025Q1: 8,484 shares; 2025Q2: not reported; 2025Q3: 11,226 shares; 2025Q4: 15,733 shares; 2026Q1: 13,916 shares 13,916 $2.11M 0.02% -1,817 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: 1,415 shares; 2024Q4: 1,351 shares; 2025Q1: 1,564 shares; 2025Q2: 2,358 shares; 2025Q3: 2,942 shares; 2025Q4: 3,521 shares; 2026Q1: 3,982 shares 3,982 $2.08M 0.02% +461 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 6,547 shares; 2025Q1: 11,409 shares; 2025Q2: 11,857 shares; 2025Q3: 12,135 shares; 2025Q4: 11,170 shares; 2026Q1: 10,067 shares 10,067 $2.08M 0.02% -1,103 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: not reported; 2024Q4: 40,011 shares; 2025Q1: 42,006 shares; 2025Q2: 47,847 shares; 2025Q3: 54,311 shares; 2025Q4: 55,397 shares; 2026Q1: 57,761 shares 57,761 $2.07M 0.02% +2,364 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 13,863 shares; 2025Q1: not reported; 2025Q2: 21,834 shares; 2025Q3: 22,253 shares; 2025Q4: 29,189 shares; 2026Q1: 33,767 shares 33,767 $2.07M 0.02% +4,578 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,573 shares; 2025Q1: 20,967 shares; 2025Q2: 21,061 shares; 2025Q3: 21,004 shares; 2025Q4: 19,101 shares; 2026Q1: 18,633 shares 18,633 $2.06M 0.02% -468 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 15,718 shares; 2025Q1: not reported; 2025Q2: 19,362 shares; 2025Q3: 18,585 shares; 2025Q4: 13,076 shares; 2026Q1: 9,914 shares 9,914 $2.06M 0.02% -3,162 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,421 shares; 2024Q4: 8,383 shares; 2025Q1: 8,699 shares; 2025Q2: 9,201 shares; 2025Q3: 9,437 shares; 2025Q4: 9,171 shares; 2026Q1: 14,425 shares 14,425 $2.06M 0.02% +5,254 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 7,681 shares; 2025Q1: not reported; 2025Q2: 7,538 shares; 2025Q3: 68,334 shares; 2025Q4: 68,334 shares; 2026Q1: 64,084 shares 64,084 $2.06M 0.02% -4,250 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,774 shares; 2025Q1: 1,987 shares; 2025Q2: 1,494 shares; 2025Q3: 1,357 shares; 2025Q4: 1,209 shares; 2026Q1: 1,190 shares 1,190 $2.06M 0.02% -19 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,035 shares; 2026Q1: 42,551 shares 42,551 $2.05M 0.02% +6,516 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,324 shares; 2025Q4: 54,206 shares; 2026Q1: 69,082 shares 69,082 $2.05M 0.02% +14,876 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 16,048 shares; 2025Q1: 16,577 shares; 2025Q2: not reported; 2025Q3: 17,717 shares; 2025Q4: 7,994 shares; 2026Q1: 7,837 shares 7,837 $2.04M 0.02% -157 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,128 shares; 2026Q1: 43,504 shares 43,504 $2.03M 0.02% +32,376 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 10,501 shares; 2025Q1: 9,220 shares; 2025Q2: 10,250 shares; 2025Q3: 10,597 shares; 2025Q4: 10,882 shares; 2026Q1: 11,240 shares 11,240 $2.03M 0.02% +358 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,747 shares; 2024Q4: 20,935 shares; 2025Q1: 21,679 shares; 2025Q2: 21,363 shares; 2025Q3: 22,052 shares; 2025Q4: 21,639 shares; 2026Q1: 21,873 shares 21,873 $2.02M 0.02% +234 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,189 shares; 2024Q4: 19,101 shares; 2025Q1: 19,094 shares; 2025Q2: 48,911 shares; 2025Q3: 54,825 shares; 2025Q4: 49,474 shares; 2026Q1: 43,459 shares 43,459 $2.02M 0.02% -6,015 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,791 shares; 2024Q4: 37,752 shares; 2025Q1: 19,163 shares; 2025Q2: 27,036 shares; 2025Q3: 32,873 shares; 2025Q4: 25,771 shares; 2026Q1: 24,017 shares 24,017 $2.01M 0.02% -1,754 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,003 shares; 2024Q4: 107,951 shares; 2025Q1: 86,692 shares; 2025Q2: 86,383 shares; 2025Q3: 81,737 shares; 2025Q4: 80,556 shares; 2026Q1: 104,940 shares 104,940 $1.99M 0.02% +24,384 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,177 shares; 2024Q4: 43,838 shares; 2025Q1: 34,705 shares; 2025Q2: 33,383 shares; 2025Q3: 100,660 shares; 2025Q4: 29,565 shares; 2026Q1: 26,430 shares 26,430 $1.99M 0.02% -3,135 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 6,116 shares; 2025Q1: 12,328 shares; 2025Q2: 9,805 shares; 2025Q3: 10,042 shares; 2025Q4: 9,392 shares; 2026Q1: 8,544 shares 8,544 $1.98M 0.02% -848 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 14,899 shares; 2025Q1: 16,705 shares; 2025Q2: 19,166 shares; 2025Q3: 29,188 shares; 2025Q4: 31,782 shares; 2026Q1: 37,511 shares 37,511 $1.98M 0.02% +5,729 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,412 shares; 2024Q4: 30,420 shares; 2025Q1: 41,170 shares; 2025Q2: 55,880 shares; 2025Q3: 54,046 shares; 2025Q4: 47,408 shares; 2026Q1: 35,187 shares 35,187 $1.98M 0.02% -12,221 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,209 shares; 2025Q4: 84,367 shares; 2026Q1: 84,367 shares 84,367 $1.97M 0.02% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 13,579 shares; 2025Q1: not reported; 2025Q2: 13,837 shares; 2025Q3: 13,438 shares; 2025Q4: not reported; 2026Q1: 13,623 shares 13,623 $1.97M 0.02% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,255 shares 144,255 $1.97M 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,073 shares; 2024Q4: 58,777 shares; 2025Q1: 59,829 shares; 2025Q2: 37,735 shares; 2025Q3: 32,388 shares; 2025Q4: 24,658 shares; 2026Q1: 19,767 shares 19,767 $1.96M 0.02% -4,891 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,964 shares; 2024Q4: 23,262 shares; 2025Q1: 25,400 shares; 2025Q2: 19,814 shares; 2025Q3: 20,798 shares; 2025Q4: 19,277 shares; 2026Q1: 16,949 shares 16,949 $1.96M 0.02% -2,328 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 19,798 shares; 2025Q1: 31,543 shares; 2025Q2: 36,295 shares; 2025Q3: 37,150 shares; 2025Q4: 50,956 shares; 2026Q1: 29,587 shares 29,587 $1.96M 0.02% -21,369 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 7,780 shares; 2025Q1: 7,780 shares; 2025Q2: 7,785 shares; 2025Q3: 10,340 shares; 2025Q4: 17,272 shares; 2026Q1: 20,652 shares 20,652 $1.94M 0.02% +3,380 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: 26,703 shares; 2024Q4: 22,957 shares; 2025Q1: 28,149 shares; 2025Q2: 22,052 shares; 2025Q3: 26,243 shares; 2025Q4: 29,223 shares; 2026Q1: 31,640 shares 31,640 $1.93M 0.02% +2,417 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 6,307 shares; 2025Q1: 5,477 shares; 2025Q2: 5,445 shares; 2025Q3: 5,418 shares; 2025Q4: 5,462 shares; 2026Q1: 5,378 shares 5,378 $1.93M 0.02% -84 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,057 shares; 2025Q3: 9,309 shares; 2025Q4: 9,689 shares; 2026Q1: 7,588 shares 7,588 $1.93M 0.02% -2,101 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 13,786 shares; 2025Q1: 14,466 shares; 2025Q2: 22,020 shares; 2025Q3: 23,200 shares; 2025Q4: 16,676 shares; 2026Q1: 19,961 shares 19,961 $1.93M 0.02% +3,285 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,955 shares; 2024Q4: 26,020 shares; 2025Q1: 25,011 shares; 2025Q2: not reported; 2025Q3: 25,618 shares; 2025Q4: 22,444 shares; 2026Q1: 23,697 shares 23,697 $1.92M 0.01% +1,253 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,171 shares; 2024Q4: 18,584 shares; 2025Q1: 18,748 shares; 2025Q2: 19,136 shares; 2025Q3: 18,948 shares; 2025Q4: 18,426 shares; 2026Q1: 25,767 shares 25,767 $1.91M 0.01% +7,341 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 3,053 shares; 2025Q4: not reported; 2026Q1: 11,458 shares 11,458 $1.9M 0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,451 shares; 2024Q4: 22,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,129 shares; 2025Q4: 28,846 shares; 2026Q1: 20,832 shares 20,832 $1.9M 0.01% -8,014 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,929 shares; 2024Q4: 43,599 shares; 2025Q1: not reported; 2025Q2: 32,353 shares; 2025Q3: 30,884 shares; 2025Q4: not reported; 2026Q1: 43,456 shares 43,456 $1.89M 0.01% new Timeline EPP 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: 4,781 shares; 2024Q4: 4,974 shares; 2025Q1: 5,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,618 shares 35,618 $1.89M 0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,418 shares; 2024Q4: 17,203 shares; 2025Q1: 18,403 shares; 2025Q2: 11,803 shares; 2025Q3: 12,098 shares; 2025Q4: 12,523 shares; 2026Q1: 12,911 shares 12,911 $1.88M 0.01% +388 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,348 shares; 2025Q1: 95,516 shares; 2025Q2: 115,377 shares; 2025Q3: 94,592 shares; 2025Q4: 91,659 shares; 2026Q1: 82,924 shares 82,924 $1.88M 0.01% -8,735 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,589 shares; 2024Q4: 41,156 shares; 2025Q1: 32,289 shares; 2025Q2: 44,023 shares; 2025Q3: 48,583 shares; 2025Q4: 41,259 shares; 2026Q1: 27,531 shares 27,531 $1.88M 0.01% -13,728 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,068 shares; 2024Q4: 18,465 shares; 2025Q1: 17,368 shares; 2025Q2: 15,566 shares; 2025Q3: 18,665 shares; 2025Q4: 13,396 shares; 2026Q1: 14,931 shares 14,931 $1.87M 0.01% +1,535 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,256 shares; 2024Q4: 18,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,650 shares; 2025Q4: 23,285 shares; 2026Q1: 25,574 shares 25,574 $1.86M 0.01% +2,289 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,755 shares; 2025Q2: not reported; 2025Q3: 6,152 shares; 2025Q4: 8,417 shares; 2026Q1: 9,153 shares 9,153 $1.86M 0.01% +736 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 3,938 shares; 2025Q1: not reported; 2025Q2: 4,942 shares; 2025Q3: 4,979 shares; 2025Q4: not reported; 2026Q1: 18,160 shares 18,160 $1.86M 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,567 shares; 2024Q4: 37,205 shares; 2025Q1: 57,927 shares; 2025Q2: 54,294 shares; 2025Q3: 53,882 shares; 2025Q4: 67,661 shares; 2026Q1: 46,698 shares 46,698 $1.82M 0.01% -20,963 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: 161,668 shares; 2024Q4: 168,690 shares; 2025Q1: 171,532 shares; 2025Q2: 166,461 shares; 2025Q3: 165,288 shares; 2025Q4: 200,347 shares; 2026Q1: 207,661 shares 207,661 $1.82M 0.01% +7,314 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: 5,214 shares; 2024Q4: 6,654 shares; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 6,272 shares; 2025Q4: 6,332 shares; 2026Q1: 6,450 shares 6,450 $1.82M 0.01% +118 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,985 shares; 2024Q4: 15,744 shares; 2025Q1: not reported; 2025Q2: 9,583 shares; 2025Q3: 8,510 shares; 2025Q4: 8,392 shares; 2026Q1: 8,878 shares 8,878 $1.81M 0.01% +486 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,627 shares; 2024Q4: 120,896 shares; 2025Q1: 117,496 shares; 2025Q2: 114,280 shares; 2025Q3: 100,499 shares; 2025Q4: 94,181 shares; 2026Q1: 111,998 shares 111,998 $1.81M 0.01% +17,817 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: 4,214 shares; 2024Q4: 5,169 shares; 2025Q1: 6,181 shares; 2025Q2: 5,989 shares; 2025Q3: 5,962 shares; 2025Q4: 6,007 shares; 2026Q1: 9,207 shares 9,207 $1.8M 0.01% +3,200 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 13,351 shares; 2025Q1: 16,201 shares; 2025Q2: 13,702 shares; 2025Q3: 13,465 shares; 2025Q4: 13,128 shares; 2026Q1: 14,835 shares 14,835 $1.8M 0.01% +1,707 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,464 shares; 2024Q4: 15,249 shares; 2025Q1: not reported; 2025Q2: 102,600 shares; 2025Q3: 36,485 shares; 2025Q4: 37,856 shares; 2026Q1: 52,795 shares 52,795 $1.8M 0.01% +14,939 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 10,922 shares; 2025Q1: 32,626 shares; 2025Q2: 9,884 shares; 2025Q3: 9,715 shares; 2025Q4: 15,348 shares; 2026Q1: 9,450 shares 9,450 $1.79M 0.01% -5,898 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,403 shares; 2024Q4: 12,143 shares; 2025Q1: 13,857 shares; 2025Q2: 13,272 shares; 2025Q3: 15,234 shares; 2025Q4: 19,183 shares; 2026Q1: 18,237 shares 18,237 $1.78M 0.01% -946 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 4,331 shares; 2025Q1: 5,945 shares; 2025Q2: 6,557 shares; 2025Q3: 7,126 shares; 2025Q4: 14,691 shares; 2026Q1: 20,004 shares 20,004 $1.77M 0.01% +5,313 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: 4,971 shares; 2024Q4: 6,622 shares; 2025Q1: 6,919 shares; 2025Q2: 10,964 shares; 2025Q3: 12,749 shares; 2025Q4: 12,986 shares; 2026Q1: 13,900 shares 13,900 $1.76M 0.01% +914 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: 62,556 shares; 2024Q4: 69,189 shares; 2025Q1: 76,236 shares; 2025Q2: 81,553 shares; 2025Q3: 78,569 shares; 2025Q4: 79,012 shares; 2026Q1: 66,681 shares 66,681 $1.74M 0.01% -12,331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,711 shares; 2026Q1: 31,792 shares 31,792 $1.74M 0.01% +22,081 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: not reported; 2024Q4: 5,781 shares; 2025Q1: 7,986 shares; 2025Q2: 17,469 shares; 2025Q3: 20,862 shares; 2025Q4: not reported; 2026Q1: 18,878 shares 18,878 $1.74M 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 5,206 shares; 2025Q1: 6,609 shares; 2025Q2: 8,183 shares; 2025Q3: 8,116 shares; 2025Q4: 3,832 shares; 2026Q1: 6,090 shares 6,090 $1.73M 0.01% +2,258 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 36,532 shares; 2025Q1: not reported; 2025Q2: 38,714 shares; 2025Q3: 40,130 shares; 2025Q4: 39,477 shares; 2026Q1: 57,682 shares 57,682 $1.73M 0.01% +18,205 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,914 shares; 2024Q4: 35,365 shares; 2025Q1: not reported; 2025Q2: 39,900 shares; 2025Q3: 41,853 shares; 2025Q4: 38,626 shares; 2026Q1: 36,652 shares 36,652 $1.72M 0.01% -1,974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,830 shares; 2025Q3: 25,727 shares; 2025Q4: not reported; 2026Q1: 40,815 shares 40,815 $1.72M 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,437 shares; 2024Q4: 32,525 shares; 2025Q1: 34,412 shares; 2025Q2: 36,687 shares; 2025Q3: 37,428 shares; 2025Q4: 31,079 shares; 2026Q1: 32,687 shares 32,687 $1.72M 0.01% +1,608 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,374 shares; 2024Q4: 23,298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,184 shares; 2025Q4: 47,906 shares; 2026Q1: 62,921 shares 62,921 $1.72M 0.01% +15,015 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: 11,995 shares; 2024Q4: 12,228 shares; 2025Q1: not reported; 2025Q2: 11,553 shares; 2025Q3: 11,394 shares; 2025Q4: 10,574 shares; 2026Q1: 9,786 shares 9,786 $1.72M 0.01% -788 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,563 shares; 2024Q4: 74,188 shares; 2025Q1: not reported; 2025Q2: 60,221 shares; 2025Q3: 48,877 shares; 2025Q4: 48,241 shares; 2026Q1: 50,302 shares 50,302 $1.71M 0.01% +2,061 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,585 shares 50,585 $1.71M 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 37,290 shares; 2025Q1: 39,409 shares; 2025Q2: 39,133 shares; 2025Q3: 32,486 shares; 2025Q4: 31,428 shares; 2026Q1: 24,113 shares 24,113 $1.71M 0.01% -7,315 Timeline SCHA 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: 11,146 shares; 2024Q4: 29,993 shares; 2025Q1: 30,055 shares; 2025Q2: 35,168 shares; 2025Q3: 33,955 shares; 2025Q4: 48,717 shares; 2026Q1: 58,512 shares 58,512 $1.7M 0.01% +9,795 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,128 shares; 2025Q4: 13,013 shares; 2026Q1: 17,984 shares 17,984 $1.7M 0.01% +4,971 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: not reported; 2024Q4: not reported; 2025Q1: 49,618 shares; 2025Q2: 58,073 shares; 2025Q3: 58,568 shares; 2025Q4: not reported; 2026Q1: 37,448 shares 37,448 $1.7M 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,213 shares; 2024Q4: 28,924 shares; 2025Q1: not reported; 2025Q2: 60,063 shares; 2025Q3: 67,581 shares; 2025Q4: 64,527 shares; 2026Q1: 65,571 shares 65,571 $1.7M 0.01% +1,044 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,367 shares; 2025Q1: 6,544 shares; 2025Q2: 11,598 shares; 2025Q3: 14,658 shares; 2025Q4: 17,051 shares; 2026Q1: 16,417 shares 16,417 $1.7M 0.01% -634 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: 24,165 shares; 2024Q4: 24,481 shares; 2025Q1: 35,012 shares; 2025Q2: not reported; 2025Q3: 33,586 shares; 2025Q4: 44,760 shares; 2026Q1: 48,868 shares 48,868 $1.69M 0.01% +4,108 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,042 shares; 2025Q1: 14,604 shares; 2025Q2: 16,574 shares; 2025Q3: 18,409 shares; 2025Q4: 18,851 shares; 2026Q1: 33,603 shares 33,603 $1.69M 0.01% +14,752 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: 5,597 shares; 2024Q4: 7,955 shares; 2025Q1: 11,036 shares; 2025Q2: 11,088 shares; 2025Q3: 10,677 shares; 2025Q4: not reported; 2026Q1: 10,309 shares 10,309 $1.69M 0.01% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,636 shares; 2024Q4: 26,469 shares; 2025Q1: 79,883 shares; 2025Q2: 90,958 shares; 2025Q3: 76,462 shares; 2025Q4: 34,425 shares; 2026Q1: 33,435 shares 33,435 $1.68M 0.01% -990 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,757 shares; 2024Q4: 23,950 shares; 2025Q1: 19,897 shares; 2025Q2: 26,224 shares; 2025Q3: 36,577 shares; 2025Q4: 22,550 shares; 2026Q1: 29,172 shares 29,172 $1.68M 0.01% +6,622 Timeline GTO 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: 37,243 shares; 2024Q4: 36,397 shares; 2025Q1: 35,807 shares; 2025Q2: 41,025 shares; 2025Q3: 35,835 shares; 2025Q4: 38,078 shares; 2026Q1: 35,880 shares 35,880 $1.68M 0.01% -2,198 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,646 shares; 2024Q4: 41,624 shares; 2025Q1: 37,675 shares; 2025Q2: 42,326 shares; 2025Q3: 44,504 shares; 2025Q4: 47,390 shares; 2026Q1: 33,094 shares 33,094 $1.68M 0.01% -14,296 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,192 shares; 2024Q4: 288,877 shares; 2025Q1: 478,335 shares; 2025Q2: 355,854 shares; 2025Q3: 327,340 shares; 2025Q4: 323,387 shares; 2026Q1: 331,866 shares 331,866 $1.67M 0.01% +8,479 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: 92,037 shares; 2024Q4: 95,358 shares; 2025Q1: 98,262 shares; 2025Q2: 25,947 shares; 2025Q3: 32,043 shares; 2025Q4: 35,750 shares; 2026Q1: 36,409 shares 36,409 $1.67M 0.01% +659 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,822 shares; 2024Q4: 14,283 shares; 2025Q1: 15,500 shares; 2025Q2: 15,695 shares; 2025Q3: 16,228 shares; 2025Q4: 16,609 shares; 2026Q1: 14,385 shares 14,385 $1.66M 0.01% -2,224 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,394 shares; 2024Q4: 82,691 shares; 2025Q1: 82,675 shares; 2025Q2: 95,541 shares; 2025Q3: 106,974 shares; 2025Q4: 105,504 shares; 2026Q1: 96,812 shares 96,812 $1.66M 0.01% -8,692 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: 7,668 shares; 2024Q4: 9,167 shares; 2025Q1: 10,017 shares; 2025Q2: not reported; 2025Q3: 10,830 shares; 2025Q4: 10,090 shares; 2026Q1: 10,986 shares 10,986 $1.65M 0.01% +896 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,151 shares; 2024Q4: 13,121 shares; 2025Q1: 10,582 shares; 2025Q2: 8,886 shares; 2025Q3: 11,653 shares; 2025Q4: 26,479 shares; 2026Q1: 21,893 shares 21,893 $1.65M 0.01% -4,586 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,296 shares; 2026Q1: 36,180 shares 36,180 $1.65M 0.01% +22,884 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,913 shares; 2024Q4: 92,500 shares; 2025Q1: 94,803 shares; 2025Q2: 101,957 shares; 2025Q3: 101,047 shares; 2025Q4: 102,364 shares; 2026Q1: 146,110 shares 146,110 $1.65M 0.01% +43,746 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,794 shares; 2024Q4: 18,886 shares; 2025Q1: 24,057 shares; 2025Q2: 46,781 shares; 2025Q3: 15,245 shares; 2025Q4: 12,520 shares; 2026Q1: 20,085 shares 20,085 $1.64M 0.01% +7,565 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,512 shares; 2024Q4: 297,590 shares; 2025Q1: not reported; 2025Q2: 374,546 shares; 2025Q3: 363,206 shares; 2025Q4: 335,863 shares; 2026Q1: 353,156 shares 353,156 $1.64M 0.01% +17,293 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,340 shares; 2025Q2: 21,897 shares; 2025Q3: 19,387 shares; 2025Q4: 18,860 shares; 2026Q1: 18,997 shares 18,997 $1.63M 0.01% +137 Timeline GNMA 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: 30,818 shares; 2024Q4: 36,320 shares; 2025Q1: 27,740 shares; 2025Q2: 35,363 shares; 2025Q3: 34,687 shares; 2025Q4: 35,060 shares; 2026Q1: 36,810 shares 36,810 $1.63M 0.01% +1,750 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 6,149 shares; 2025Q1: not reported; 2025Q2: 6,538 shares; 2025Q3: 5,950 shares; 2025Q4: 5,791 shares; 2026Q1: 5,682 shares 5,682 $1.63M 0.01% -109 Timeline FLOT 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: 34,915 shares; 2024Q4: 43,264 shares; 2025Q1: 58,082 shares; 2025Q2: 51,632 shares; 2025Q3: 41,185 shares; 2025Q4: 44,903 shares; 2026Q1: 31,912 shares 31,912 $1.63M 0.01% -12,991 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 5,595 shares; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,626 shares; 2025Q4: 6,941 shares; 2026Q1: 6,121 shares 6,121 $1.63M 0.01% -820 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,445 shares; 2026Q1: 51,323 shares 51,323 $1.62M 0.01% +25,878 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,793 shares; 2024Q4: 45,821 shares; 2025Q1: 50,446 shares; 2025Q2: 48,607 shares; 2025Q3: 58,391 shares; 2025Q4: not reported; 2026Q1: 59,045 shares 59,045 $1.62M 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 6,070 shares; 2025Q4: 6,376 shares; 2026Q1: 5,152 shares 5,152 $1.62M 0.01% -1,224 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: 54,781 shares; 2024Q4: 51,847 shares; 2025Q1: 53,971 shares; 2025Q2: 54,052 shares; 2025Q3: 49,903 shares; 2025Q4: 48,739 shares; 2026Q1: 77,600 shares 77,600 $1.61M 0.01% +28,861 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,083 shares; 2026Q1: 49,115 shares 49,115 $1.61M 0.01% +27,032 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,952 shares; 2025Q1: 3,045 shares; 2025Q2: 6,598 shares; 2025Q3: 7,371 shares; 2025Q4: 5,367 shares; 2026Q1: 5,399 shares 5,399 $1.6M 0.01% +32 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,386 shares; 2024Q4: 53,965 shares; 2025Q1: 81,607 shares; 2025Q2: 112,106 shares; 2025Q3: 115,718 shares; 2025Q4: 141,340 shares; 2026Q1: 107,194 shares 107,194 $1.6M 0.01% -34,146 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,917 shares; 2024Q4: 91,361 shares; 2025Q1: 103,876 shares; 2025Q2: 105,172 shares; 2025Q3: 124,356 shares; 2025Q4: 139,254 shares; 2026Q1: 138,177 shares 138,177 $1.59M 0.01% -1,077 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,796 shares 20,796 $1.59M 0.01% new 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: not reported; 2024Q4: 9,769 shares; 2025Q1: not reported; 2025Q2: 25,220 shares; 2025Q3: 38,708 shares; 2025Q4: 49,314 shares; 2026Q1: 59,836 shares 59,836 $1.59M 0.01% +10,522 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,909 shares; 2026Q1: 2,459 shares 2,459 $1.56M 0.01% +550 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 4,503 shares; 2025Q1: 4,534 shares; 2025Q2: 3,953 shares; 2025Q3: 4,273 shares; 2025Q4: 4,741 shares; 2026Q1: 7,884 shares 7,884 $1.56M 0.01% +3,143 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 60,701 shares; 2025Q1: 12,565 shares; 2025Q2: 12,368 shares; 2025Q3: 14,077 shares; 2025Q4: 12,681 shares; 2026Q1: 43,983 shares 43,983 $1.56M 0.01% +31,302 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: 7,833 shares; 2024Q4: 8,794 shares; 2025Q1: not reported; 2025Q2: 9,029 shares; 2025Q3: 8,660 shares; 2025Q4: 8,313 shares; 2026Q1: 7,779 shares 7,779 $1.56M 0.01% -534 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,554 shares; 2024Q4: 102,657 shares; 2025Q1: not reported; 2025Q2: 85,970 shares; 2025Q3: 65,187 shares; 2025Q4: 45,335 shares; 2026Q1: 42,248 shares 42,248 $1.55M 0.01% -3,087 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,211 shares; 2024Q4: 128,585 shares; 2025Q1: 130,813 shares; 2025Q2: 150,275 shares; 2025Q3: 148,403 shares; 2025Q4: 149,028 shares; 2026Q1: 150,818 shares 150,818 $1.55M 0.01% +1,790 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 702 shares; 2025Q4: 761 shares; 2026Q1: 703 shares 703 $1.54M 0.01% -58 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 4,150 shares; 2025Q1: 5,659 shares; 2025Q2: 4,597 shares; 2025Q3: 5,718 shares; 2025Q4: 5,942 shares; 2026Q1: 5,503 shares 5,503 $1.54M 0.01% -439 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,276 shares; 2024Q4: 32,703 shares; 2025Q1: 53,481 shares; 2025Q2: 54,422 shares; 2025Q3: 51,860 shares; 2025Q4: 48,586 shares; 2026Q1: 58,613 shares 58,613 $1.53M 0.01% +10,027 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: 3,684 shares; 2024Q4: 4,594 shares; 2025Q1: 6,201 shares; 2025Q2: 4,072 shares; 2025Q3: 6,024 shares; 2025Q4: 11,946 shares; 2026Q1: 13,896 shares 13,896 $1.53M 0.01% +1,950 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 9,572 shares; 2025Q1: 5,863 shares; 2025Q2: 6,399 shares; 2025Q3: 8,389 shares; 2025Q4: 5,966 shares; 2026Q1: 10,742 shares 10,742 $1.52M 0.01% +4,776 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,975 shares; 2024Q4: 16,160 shares; 2025Q1: 18,815 shares; 2025Q2: 19,619 shares; 2025Q3: 16,597 shares; 2025Q4: 16,765 shares; 2026Q1: 12,836 shares 12,836 $1.51M 0.01% -3,929 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: 20,130 shares; 2024Q4: 20,623 shares; 2025Q1: not reported; 2025Q2: 23,536 shares; 2025Q3: 21,259 shares; 2025Q4: 22,618 shares; 2026Q1: 26,566 shares 26,566 $1.51M 0.01% +3,948 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 12,475 shares; 2025Q1: 8,115 shares; 2025Q2: 9,267 shares; 2025Q3: 9,090 shares; 2025Q4: 10,601 shares; 2026Q1: 14,992 shares 14,992 $1.51M 0.01% +4,391 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 6,138 shares; 2025Q1: 6,296 shares; 2025Q2: 6,328 shares; 2025Q3: 6,502 shares; 2025Q4: 6,416 shares; 2026Q1: 6,839 shares 6,839 $1.48M 0.01% +423 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,515 shares; 2024Q4: 23,270 shares; 2025Q1: not reported; 2025Q2: 24,316 shares; 2025Q3: 25,183 shares; 2025Q4: not reported; 2026Q1: 16,996 shares 16,996 $1.48M 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,928 shares; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 4,536 shares; 2025Q4: 3,615 shares; 2026Q1: 3,465 shares 3,465 $1.47M 0.01% -150 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,749 shares; 2024Q4: 234,351 shares; 2025Q1: 234,464 shares; 2025Q2: 226,703 shares; 2025Q3: 218,525 shares; 2025Q4: 216,213 shares; 2026Q1: 222,059 shares 222,059 $1.47M 0.01% +5,846 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,946 shares; 2025Q3: 7,059 shares; 2025Q4: 7,159 shares; 2026Q1: 8,019 shares 8,019 $1.46M 0.01% +860 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,593 shares; 2024Q4: 133,285 shares; 2025Q1: not reported; 2025Q2: 122,152 shares; 2025Q3: 119,108 shares; 2025Q4: 126,171 shares; 2026Q1: 133,257 shares 133,257 $1.46M 0.01% +7,086 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: 5,531 shares; 2024Q4: 5,691 shares; 2025Q1: 8,774 shares; 2025Q2: 11,067 shares; 2025Q3: 11,126 shares; 2025Q4: 11,295 shares; 2026Q1: 11,462 shares 11,462 $1.46M 0.01% +167 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,585 shares; 2025Q4: not reported; 2026Q1: 69,541 shares 69,541 $1.46M 0.01% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,295 shares; 2024Q4: 19,905 shares; 2025Q1: 21,793 shares; 2025Q2: 25,103 shares; 2025Q3: 27,028 shares; 2025Q4: 30,643 shares; 2026Q1: 36,140 shares 36,140 $1.45M 0.01% +5,497 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 1,913 shares; 2025Q1: 2,264 shares; 2025Q2: 2,470 shares; 2025Q3: 2,268 shares; 2025Q4: 2,582 shares; 2026Q1: 2,547 shares 2,547 $1.43M 0.01% -35 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,004 shares; 2025Q1: not reported; 2025Q2: 4,389 shares; 2025Q3: 13,243 shares; 2025Q4: 16,538 shares; 2026Q1: 19,510 shares 19,510 $1.43M 0.01% +2,972 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: 54,962 shares; 2024Q4: 39,870 shares; 2025Q1: not reported; 2025Q2: 28,938 shares; 2025Q3: 25,846 shares; 2025Q4: 25,024 shares; 2026Q1: 20,555 shares 20,555 $1.43M 0.01% -4,469 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691 shares; 2025Q1: 799 shares; 2025Q2: 829 shares; 2025Q3: 757 shares; 2025Q4: 661 shares; 2026Q1: 4,264 shares 4,264 $1.42M 0.01% +3,603 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,488 shares; 2024Q4: 12,869 shares; 2025Q1: 46,082 shares; 2025Q2: 49,581 shares; 2025Q3: 51,731 shares; 2025Q4: 20,136 shares; 2026Q1: 22,666 shares 22,666 $1.42M 0.01% +2,530 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,468 shares; 2025Q1: 12,926 shares; 2025Q2: 13,059 shares; 2025Q3: 13,708 shares; 2025Q4: 12,776 shares; 2026Q1: 12,427 shares 12,427 $1.42M 0.01% -349 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,061 shares 27,061 $1.42M 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 3,522 shares; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,573 shares; 2025Q4: 3,820 shares; 2026Q1: 4,334 shares 4,334 $1.42M 0.01% +514 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,851 shares; 2024Q4: 7,964 shares; 2025Q1: 14,105 shares; 2025Q2: 21,042 shares; 2025Q3: 33,045 shares; 2025Q4: 40,326 shares; 2026Q1: 55,537 shares 55,537 $1.42M 0.01% +15,211 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,152 shares; 2024Q4: 20,575 shares; 2025Q1: 20,054 shares; 2025Q2: 18,891 shares; 2025Q3: 17,316 shares; 2025Q4: not reported; 2026Q1: 18,754 shares 18,754 $1.41M 0.01% new Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,500 shares; 2025Q1: 35,239 shares; 2025Q2: 26,591 shares; 2025Q3: 45,722 shares; 2025Q4: 43,324 shares; 2026Q1: 52,103 shares 52,103 $1.4M 0.01% +8,779 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,831 shares 4,831 $1.39M 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 5,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,354 shares; 2025Q4: 6,430 shares; 2026Q1: 5,041 shares 5,041 $1.38M 0.01% -1,389 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: 4,130 shares; 2024Q4: 7,273 shares; 2025Q1: 6,198 shares; 2025Q2: 6,938 shares; 2025Q3: 7,003 shares; 2025Q4: 6,539 shares; 2026Q1: 6,493 shares 6,493 $1.38M 0.01% -46 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: 30,484 shares; 2024Q4: 35,258 shares; 2025Q1: not reported; 2025Q2: 46,540 shares; 2025Q3: 54,847 shares; 2025Q4: 58,082 shares; 2026Q1: 57,786 shares 57,786 $1.38M 0.01% -296 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,970 shares; 2024Q4: 20,846 shares; 2025Q1: not reported; 2025Q2: 17,749 shares; 2025Q3: 21,038 shares; 2025Q4: 16,358 shares; 2026Q1: 17,052 shares 17,052 $1.37M 0.01% +694 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,018 shares; 2025Q1: 4,509 shares; 2025Q2: 4,898 shares; 2025Q3: 4,726 shares; 2025Q4: 4,829 shares; 2026Q1: 4,535 shares 4,535 $1.37M 0.01% -294 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,212 shares; 2025Q1: 3,645 shares; 2025Q2: 3,759 shares; 2025Q3: 3,603 shares; 2025Q4: 3,410 shares; 2026Q1: 3,142 shares 3,142 $1.37M 0.01% -268 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,562 shares; 2025Q1: 2,697 shares; 2025Q2: 2,697 shares; 2025Q3: 2,963 shares; 2025Q4: 2,978 shares; 2026Q1: 2,772 shares 2,772 $1.37M 0.01% -206 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 4,919 shares; 2025Q1: not reported; 2025Q2: 13,272 shares; 2025Q3: 14,248 shares; 2025Q4: not reported; 2026Q1: 16,119 shares 16,119 $1.37M 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,699 shares; 2024Q4: 23,565 shares; 2025Q1: 25,621 shares; 2025Q2: 26,771 shares; 2025Q3: 26,502 shares; 2025Q4: 23,948 shares; 2026Q1: 21,997 shares 21,997 $1.36M 0.01% -1,951 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,985 shares; 2024Q4: 7,088 shares; 2025Q1: 7,501 shares; 2025Q2: 5,378 shares; 2025Q3: 7,313 shares; 2025Q4: 7,920 shares; 2026Q1: 8,039 shares 8,039 $1.36M 0.01% +119 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 5,524 shares; 2025Q1: 3,673 shares; 2025Q2: 3,328 shares; 2025Q3: 3,296 shares; 2025Q4: 4,302 shares; 2026Q1: 5,820 shares 5,820 $1.36M 0.01% +1,518 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,064 shares; 2025Q1: 2,262 shares; 2025Q2: 4,579 shares; 2025Q3: 4,839 shares; 2025Q4: 5,066 shares; 2026Q1: 9,711 shares 9,711 $1.35M 0.01% +4,645 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: 11,641 shares; 2024Q4: 13,973 shares; 2025Q1: 11,954 shares; 2025Q2: 10,644 shares; 2025Q3: 10,407 shares; 2025Q4: not reported; 2026Q1: 11,885 shares 11,885 $1.35M 0.01% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 10,943 shares; 2025Q1: 11,259 shares; 2025Q2: 11,597 shares; 2025Q3: 11,996 shares; 2025Q4: 12,132 shares; 2026Q1: 15,086 shares 15,086 $1.35M 0.01% +2,954 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 4,006 shares; 2026Q1: 4,193 shares 4,193 $1.35M 0.01% +187 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,588 shares; 2025Q1: 7,552 shares; 2025Q2: 6,738 shares; 2025Q3: 6,600 shares; 2025Q4: not reported; 2026Q1: 6,249 shares 6,249 $1.34M 0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares; 2025Q4: 12,506 shares; 2026Q1: 17,078 shares 17,078 $1.34M 0.01% +4,572 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 2,831 shares; 2025Q1: 5,258 shares; 2025Q2: 3,213 shares; 2025Q3: 3,171 shares; 2025Q4: 6,022 shares; 2026Q1: 4,921 shares 4,921 $1.34M 0.01% -1,101 Timeline DFEV 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: 9,033 shares; 2025Q1: 17,841 shares; 2025Q2: not reported; 2025Q3: 27,946 shares; 2025Q4: 31,070 shares; 2026Q1: 37,342 shares 37,342 $1.34M 0.01% +6,272 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,710 shares; 2024Q4: 18,092 shares; 2025Q1: 11,550 shares; 2025Q2: 22,955 shares; 2025Q3: 16,417 shares; 2025Q4: not reported; 2026Q1: 26,036 shares 26,036 $1.32M 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 6,525 shares; 2025Q1: 7,144 shares; 2025Q2: 5,844 shares; 2025Q3: 5,329 shares; 2025Q4: 4,843 shares; 2026Q1: 4,903 shares 4,903 $1.31M 0.01% +60 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 3,863 shares; 2025Q1: 5,425 shares; 2025Q2: 5,963 shares; 2025Q3: 6,469 shares; 2025Q4: 6,735 shares; 2026Q1: 7,660 shares 7,660 $1.31M 0.01% +925 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,978 shares; 2025Q1: not reported; 2025Q2: 3,399 shares; 2025Q3: 3,468 shares; 2025Q4: 3,657 shares; 2026Q1: 3,781 shares 3,781 $1.3M 0.01% +124 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 2,019 shares; 2025Q1: 1,480 shares; 2025Q2: 1,469 shares; 2025Q3: 1,567 shares; 2025Q4: 1,616 shares; 2026Q1: 1,675 shares 1,675 $1.29M 0.01% +59 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 7,702 shares; 2025Q1: 8,596 shares; 2025Q2: 8,117 shares; 2025Q3: 8,007 shares; 2025Q4: 5,945 shares; 2026Q1: 5,888 shares 5,888 $1.29M 0.01% -57 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,755 shares; 2025Q1: 2,647 shares; 2025Q2: 2,637 shares; 2025Q3: 2,660 shares; 2025Q4: 2,515 shares; 2026Q1: 2,366 shares 2,366 $1.28M 0.01% -149 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,372 shares; 2024Q4: 6,079 shares; 2025Q1: 13,149 shares; 2025Q2: 14,437 shares; 2025Q3: 16,004 shares; 2025Q4: 16,096 shares; 2026Q1: 14,006 shares 14,006 $1.28M 0.01% -2,090 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,688 shares; 2024Q4: 49,939 shares; 2025Q1: 49,474 shares; 2025Q2: 50,414 shares; 2025Q3: 54,110 shares; 2025Q4: 54,725 shares; 2026Q1: 56,610 shares 56,610 $1.28M 0.01% +1,885 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,151 shares; 2024Q4: 23,240 shares; 2025Q1: not reported; 2025Q2: 23,824 shares; 2025Q3: 24,802 shares; 2025Q4: 24,661 shares; 2026Q1: 25,265 shares 25,265 $1.28M 0.01% +604 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,770 shares; 2024Q4: 48,561 shares; 2025Q1: 46,170 shares; 2025Q2: 60,638 shares; 2025Q3: 58,278 shares; 2025Q4: 55,434 shares; 2026Q1: 49,176 shares 49,176 $1.27M 0.01% -6,258 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: 1,668 shares; 2024Q4: 2,037 shares; 2025Q1: 1,983 shares; 2025Q2: 2,127 shares; 2025Q3: 2,168 shares; 2025Q4: 2,043 shares; 2026Q1: 2,106 shares 2,106 $1.27M 0.01% +63 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: 2,737 shares; 2024Q4: 2,845 shares; 2025Q1: 2,761 shares; 2025Q2: 2,934 shares; 2025Q3: 4,234 shares; 2025Q4: 4,198 shares; 2026Q1: 4,676 shares 4,676 $1.27M 0.01% +478 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,126 shares; 2024Q4: 46,753 shares; 2025Q1: not reported; 2025Q2: 51,359 shares; 2025Q3: 61,014 shares; 2025Q4: 65,025 shares; 2026Q1: 45,279 shares 45,279 $1.27M 0.01% -19,746 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,730 shares; 2025Q1: 1,818 shares; 2025Q2: 1,579 shares; 2025Q3: 1,698 shares; 2025Q4: 1,691 shares; 2026Q1: 1,740 shares 1,740 $1.27M 0.01% +49 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 5,659 shares; 2025Q1: 6,770 shares; 2025Q2: 7,584 shares; 2025Q3: 7,670 shares; 2025Q4: 10,338 shares; 2026Q1: 11,802 shares 11,802 $1.26M 0.01% +1,464 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly 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: 87,462 shares; 2025Q4: 86,064 shares; 2026Q1: 84,620 shares 84,620 $1.26M 0.01% -1,444 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 6,492 shares; 2025Q1: 8,589 shares; 2025Q2: 7,114 shares; 2025Q3: 7,410 shares; 2025Q4: 7,937 shares; 2026Q1: 5,769 shares 5,769 $1.26M 0.01% -2,168 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: 86,002 shares; 2024Q4: 90,024 shares; 2025Q1: 87,962 shares; 2025Q2: 85,932 shares; 2025Q3: 83,871 shares; 2025Q4: 81,631 shares; 2026Q1: 80,982 shares 80,982 $1.25M 0.01% -649 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 4,414 shares; 2025Q1: 4,497 shares; 2025Q2: not reported; 2025Q3: 6,158 shares; 2025Q4: 5,756 shares; 2026Q1: 6,266 shares 6,266 $1.25M 0.01% +510 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: not reported; 2024Q4: 18,724 shares; 2025Q1: 20,841 shares; 2025Q2: 20,567 shares; 2025Q3: 19,565 shares; 2025Q4: 14,367 shares; 2026Q1: 13,301 shares 13,301 $1.24M 0.01% -1,066 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,942 shares; 2024Q4: 41,498 shares; 2025Q1: 46,440 shares; 2025Q2: 47,737 shares; 2025Q3: 51,863 shares; 2025Q4: 53,303 shares; 2026Q1: 51,557 shares 51,557 $1.24M 0.01% -1,746 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 5,060 shares; 2025Q1: 5,695 shares; 2025Q2: 6,390 shares; 2025Q3: 4,446 shares; 2025Q4: 6,006 shares; 2026Q1: 6,718 shares 6,718 $1.24M 0.01% +712 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,242 shares; 2025Q1: 87,786 shares; 2025Q2: 104,127 shares; 2025Q3: 85,886 shares; 2025Q4: 80,710 shares; 2026Q1: 83,138 shares 83,138 $1.24M 0.01% +2,428 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 6,127 shares; 2025Q1: 5,032 shares; 2025Q2: 5,352 shares; 2025Q3: 5,273 shares; 2025Q4: 5,111 shares; 2026Q1: 5,213 shares 5,213 $1.22M 0.01% +102 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,509 shares; 2026Q1: 7,214 shares 7,214 $1.22M 0.01% +705 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,244 shares; 2024Q4: 168,143 shares; 2025Q1: 169,551 shares; 2025Q2: 192,262 shares; 2025Q3: 193,803 shares; 2025Q4: 191,861 shares; 2026Q1: 193,285 shares 193,285 $1.22M 0.01% +1,424 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: not reported; 2026Q1: 12,184 shares 12,184 $1.22M 0.01% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 20,862 shares; 2025Q1: 21,498 shares; 2025Q2: 22,014 shares; 2025Q3: 23,392 shares; 2025Q4: 25,178 shares; 2026Q1: 23,028 shares 23,028 $1.22M 0.01% -2,150 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: 21,830 shares; 2024Q4: 24,484 shares; 2025Q1: 24,916 shares; 2025Q2: 23,816 shares; 2025Q3: 22,032 shares; 2025Q4: 19,422 shares; 2026Q1: 18,528 shares 18,528 $1.21M 0.01% -894 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,149 shares; 2025Q4: 18,895 shares; 2026Q1: 17,200 shares 17,200 $1.21M 0.01% -1,695 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,723 shares; 2024Q4: 35,255 shares; 2025Q1: 29,453 shares; 2025Q2: 25,218 shares; 2025Q3: 22,481 shares; 2025Q4: 21,828 shares; 2026Q1: 19,702 shares 19,702 $1.21M 0.01% -2,126 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,859 shares; 2024Q4: 9,903 shares; 2025Q1: 9,928 shares; 2025Q2: 9,626 shares; 2025Q3: 8,619 shares; 2025Q4: 8,075 shares; 2026Q1: 8,266 shares 8,266 $1.21M 0.01% +191 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,807 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,662 shares; 2025Q4: 15,694 shares; 2026Q1: 16,925 shares 16,925 $1.21M 0.01% +1,231 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly 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: 168,654 shares; 2026Q1: 178,692 shares 178,692 $1.2M 0.01% +10,038 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,516 shares; 2024Q4: 56,219 shares; 2025Q1: not reported; 2025Q2: 58,210 shares; 2025Q3: 53,445 shares; 2025Q4: 52,693 shares; 2026Q1: 76,716 shares 76,716 $1.2M 0.01% +24,023 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,949 shares; 2025Q2: 6,949 shares; 2025Q3: 10,075 shares; 2025Q4: 10,231 shares; 2026Q1: 23,757 shares 23,757 $1.2M 0.01% +13,526 Timeline HYLS 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: 19,386 shares; 2024Q4: 15,608 shares; 2025Q1: 17,255 shares; 2025Q2: 16,202 shares; 2025Q3: 15,740 shares; 2025Q4: 17,394 shares; 2026Q1: 29,365 shares 29,365 $1.19M 0.01% +11,971 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: 395 shares; 2024Q4: 494 shares; 2025Q1: 551 shares; 2025Q2: 632 shares; 2025Q3: 667 shares; 2025Q4: 636 shares; 2026Q1: 631 shares 631 $1.19M 0.01% -5 Timeline JPST 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: 20,661 shares; 2024Q4: 23,215 shares; 2025Q1: not reported; 2025Q2: 22,151 shares; 2025Q3: 15,565 shares; 2025Q4: not reported; 2026Q1: 23,513 shares 23,513 $1.19M 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 6,737 shares; 2025Q1: 7,123 shares; 2025Q2: 9,153 shares; 2025Q3: 9,911 shares; 2025Q4: 9,753 shares; 2026Q1: 12,227 shares 12,227 $1.18M 0.01% +2,474 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,688 shares; 2025Q1: 13,440 shares; 2025Q2: 13,359 shares; 2025Q3: 14,720 shares; 2025Q4: not reported; 2026Q1: 55,156 shares 55,156 $1.18M 0.01% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 8,087 shares; 2025Q1: 8,375 shares; 2025Q2: 7,593 shares; 2025Q3: 7,576 shares; 2025Q4: 7,989 shares; 2026Q1: 7,161 shares 7,161 $1.18M 0.01% -828 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 6,064 shares; 2025Q1: 8,572 shares; 2025Q2: 15,172 shares; 2025Q3: 16,535 shares; 2025Q4: 15,037 shares; 2026Q1: 7,489 shares 7,489 $1.17M 0.01% -7,548 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly 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: 58,883 shares; 2025Q4: 57,974 shares; 2026Q1: 18,733 shares 18,733 $1.17M 0.01% -39,241 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 5,299 shares; 2025Q1: 3,442 shares; 2025Q2: 3,536 shares; 2025Q3: 3,379 shares; 2025Q4: 3,334 shares; 2026Q1: 3,253 shares 3,253 $1.16M 0.01% -81 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,214 shares; 2025Q4: 89,627 shares; 2026Q1: 86,803 shares 86,803 $1.16M 0.01% -2,824 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,358 shares; 2024Q4: 13,781 shares; 2025Q1: 14,459 shares; 2025Q2: 16,274 shares; 2025Q3: 34,879 shares; 2025Q4: 40,409 shares; 2026Q1: 47,446 shares 47,446 $1.15M 0.01% +7,037 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,083 shares; 2025Q3: 4,465 shares; 2025Q4: 3,211 shares; 2026Q1: 4,840 shares 4,840 $1.15M 0.01% +1,629 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,446 shares; 2024Q4: 83,216 shares; 2025Q1: 81,083 shares; 2025Q2: 78,949 shares; 2025Q3: 82,183 shares; 2025Q4: 81,172 shares; 2026Q1: 79,864 shares 79,864 $1.15M 0.01% -1,308 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,509 shares; 2024Q4: 14,461 shares; 2025Q1: 14,756 shares; 2025Q2: 15,560 shares; 2025Q3: 16,080 shares; 2025Q4: 17,175 shares; 2026Q1: 16,561 shares 16,561 $1.15M 0.01% -614 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 2,701 shares; 2025Q1: 2,749 shares; 2025Q2: 2,875 shares; 2025Q3: 2,912 shares; 2025Q4: 2,903 shares; 2026Q1: 2,370 shares 2,370 $1.14M 0.01% -533 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,621 shares; 2024Q4: 142,428 shares; 2025Q1: not reported; 2025Q2: 180,087 shares; 2025Q3: 166,051 shares; 2025Q4: 114,341 shares; 2026Q1: 113,147 shares 113,147 $1.13M 0.01% -1,194 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,968 shares; 2024Q4: 103,522 shares; 2025Q1: 107,404 shares; 2025Q2: 110,926 shares; 2025Q3: 110,943 shares; 2025Q4: 110,445 shares; 2026Q1: 111,408 shares 111,408 $1.13M 0.01% +963 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: 28,277 shares; 2024Q4: 29,700 shares; 2025Q1: not reported; 2025Q2: 39,747 shares; 2025Q3: 45,077 shares; 2025Q4: 42,586 shares; 2026Q1: 39,247 shares 39,247 $1.13M 0.01% -3,339 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 4,274 shares; 2025Q1: 4,461 shares; 2025Q2: 4,494 shares; 2025Q3: 4,832 shares; 2025Q4: 4,733 shares; 2026Q1: 3,288 shares 3,288 $1.13M 0.01% -1,445 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,893 shares; 2024Q4: 7,602 shares; 2025Q1: 7,816 shares; 2025Q2: 7,089 shares; 2025Q3: 7,840 shares; 2025Q4: 10,019 shares; 2026Q1: 12,423 shares 12,423 $1.12M 0.01% +2,404 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,675 shares; 2025Q1: 4,025 shares; 2025Q2: 5,586 shares; 2025Q3: 5,741 shares; 2025Q4: 5,953 shares; 2026Q1: 5,054 shares 5,054 $1.12M 0.01% -899 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 6,552 shares; 2025Q1: 7,966 shares; 2025Q2: 5,901 shares; 2025Q3: 9,053 shares; 2025Q4: not reported; 2026Q1: 6,241 shares 6,241 $1.12M 0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 10,655 shares; 2025Q1: 12,962 shares; 2025Q2: 16,971 shares; 2025Q3: 19,679 shares; 2025Q4: 23,531 shares; 2026Q1: 29,186 shares 29,186 $1.12M 0.01% +5,655 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 22,868 shares; 2025Q1: 21,565 shares; 2025Q2: 23,198 shares; 2025Q3: 27,351 shares; 2025Q4: 29,006 shares; 2026Q1: 12,068 shares 12,068 $1.12M 0.01% -16,938 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 3,119 shares; 2025Q1: 3,153 shares; 2025Q2: not reported; 2025Q3: 3,022 shares; 2025Q4: 3,605 shares; 2026Q1: 4,441 shares 4,441 $1.11M 0.01% +836 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,633 shares; 2024Q4: 31,267 shares; 2025Q1: 34,236 shares; 2025Q2: 37,034 shares; 2025Q3: 43,318 shares; 2025Q4: 34,304 shares; 2026Q1: 29,391 shares 29,391 $1.11M 0.01% -4,913 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: 2,034 shares; 2025Q4: 2,171 shares; 2026Q1: 2,039 shares 2,039 $1.11M 0.01% -132 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,885 shares; 2025Q1: 9,359 shares; 2025Q2: 5,002 shares; 2025Q3: 5,042 shares; 2025Q4: 5,217 shares; 2026Q1: 7,744 shares 7,744 $1.11M 0.01% +2,527 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 4,945 shares; 2025Q1: 5,508 shares; 2025Q2: 4,576 shares; 2025Q3: 4,078 shares; 2025Q4: 5,313 shares; 2026Q1: 5,424 shares 5,424 $1.11M 0.01% +111 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,913 shares; 2024Q4: 17,867 shares; 2025Q1: not reported; 2025Q2: 13,636 shares; 2025Q3: 13,003 shares; 2025Q4: 12,566 shares; 2026Q1: 12,181 shares 12,181 $1.11M 0.01% -385 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,611 shares; 2025Q1: not reported; 2025Q2: 3,491 shares; 2025Q3: 3,254 shares; 2025Q4: 3,715 shares; 2026Q1: 3,720 shares 3,720 $1.11M 0.01% +5 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 8,087 shares; 2025Q1: 7,591 shares; 2025Q2: 6,260 shares; 2025Q3: 4,532 shares; 2025Q4: 7,235 shares; 2026Q1: 15,435 shares 15,435 $1.1M 0.01% +8,200 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,541 shares; 2024Q4: 34,754 shares; 2025Q1: 38,862 shares; 2025Q2: 39,736 shares; 2025Q3: 42,442 shares; 2025Q4: 39,085 shares; 2026Q1: 41,621 shares 41,621 $1.1M 0.01% +2,536 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 3,102 shares; 2025Q4: 8,090 shares; 2026Q1: 2,970 shares 2,970 $1.1M 0.01% -5,120 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,317 shares; 2024Q4: 18,695 shares; 2025Q1: 19,445 shares; 2025Q2: 19,195 shares; 2025Q3: 15,304 shares; 2025Q4: 14,788 shares; 2026Q1: 8,685 shares 8,685 $1.1M 0.01% -6,103 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: 41,261 shares; 2024Q4: 61,173 shares; 2025Q1: 65,050 shares; 2025Q2: 58,796 shares; 2025Q3: 57,841 shares; 2025Q4: 35,089 shares; 2026Q1: 33,022 shares 33,022 $1.09M 0.01% -2,067 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,047 shares; 2024Q4: 112,497 shares; 2025Q1: not reported; 2025Q2: 113,916 shares; 2025Q3: 110,789 shares; 2025Q4: 108,352 shares; 2026Q1: 106,033 shares 106,033 $1.09M 0.01% -2,319 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,137 shares; 2025Q1: 5,977 shares; 2025Q2: 4,172 shares; 2025Q3: 4,018 shares; 2025Q4: 4,309 shares; 2026Q1: 6,057 shares 6,057 $1.09M 0.01% +1,748 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,259 shares; 2024Q4: 25,852 shares; 2025Q1: not reported; 2025Q2: 35,717 shares; 2025Q3: 36,195 shares; 2025Q4: 38,239 shares; 2026Q1: 37,703 shares 37,703 $1.09M 0.01% -536 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: 4,702 shares; 2024Q4: 13,168 shares; 2025Q1: 19,286 shares; 2025Q2: 14,459 shares; 2025Q3: 13,988 shares; 2025Q4: not reported; 2026Q1: 10,592 shares 10,592 $1.08M 0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,388 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,398 shares 47,398 $1.08M 0.01% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,741 shares; 2025Q1: 7,353 shares; 2025Q2: 7,238 shares; 2025Q3: 9,069 shares; 2025Q4: 14,962 shares; 2026Q1: 18,682 shares 18,682 $1.08M 0.01% +3,720 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 6,187 shares; 2025Q1: 7,093 shares; 2025Q2: 8,706 shares; 2025Q3: 8,380 shares; 2025Q4: 10,708 shares; 2026Q1: 11,158 shares 11,158 $1.08M 0.01% +450 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,560 shares; 2025Q4: 13,741 shares; 2026Q1: 16,699 shares 16,699 $1.07M 0.01% +2,958 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,574 shares; 2024Q4: 8,942 shares; 2025Q1: 11,527 shares; 2025Q2: 9,527 shares; 2025Q3: 11,369 shares; 2025Q4: 10,926 shares; 2026Q1: 8,997 shares 8,997 $1.07M 0.01% -1,929 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 4,469 shares; 2025Q1: 4,108 shares; 2025Q2: 4,238 shares; 2025Q3: 3,976 shares; 2025Q4: 5,475 shares; 2026Q1: 6,712 shares 6,712 $1.06M 0.01% +1,237 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 5,528 shares; 2025Q1: 5,813 shares; 2025Q2: 5,726 shares; 2025Q3: 6,317 shares; 2025Q4: 6,886 shares; 2026Q1: 6,125 shares 6,125 $1.06M 0.01% -761 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,532 shares; 2025Q3: 13,812 shares; 2025Q4: 14,377 shares; 2026Q1: 9,327 shares 9,327 $1.06M 0.01% -5,050 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,556 shares; 2024Q4: 34,497 shares; 2025Q1: 33,113 shares; 2025Q2: 35,710 shares; 2025Q3: 32,636 shares; 2025Q4: 26,353 shares; 2026Q1: 28,289 shares 28,289 $1.05M 0.01% +1,936 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,646 shares; 2025Q4: 17,384 shares; 2026Q1: 17,811 shares 17,811 $1.05M 0.01% +427 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: 2,203 shares; 2024Q4: 4,431 shares; 2025Q1: not reported; 2025Q2: 5,384 shares; 2025Q3: 5,254 shares; 2025Q4: not reported; 2026Q1: 4,683 shares 4,683 $1.05M 0.01% new Timeline HACK 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: 8,899 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,953 shares 13,953 $1.05M 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 4,120 shares; 2025Q1: 4,191 shares; 2025Q2: 4,369 shares; 2025Q3: 4,654 shares; 2025Q4: 4,101 shares; 2026Q1: 4,353 shares 4,353 $1.04M 0.01% +252 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,952 shares; 2024Q4: 38,831 shares; 2025Q1: 27,912 shares; 2025Q2: 14,973 shares; 2025Q3: 14,118 shares; 2025Q4: 12,827 shares; 2026Q1: 13,219 shares 13,219 $1.04M 0.01% +392 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,728 shares; 2024Q4: 199,478 shares; 2025Q1: 220,857 shares; 2025Q2: 222,769 shares; 2025Q3: 191,834 shares; 2025Q4: 184,621 shares; 2026Q1: 181,678 shares 181,678 $1.04M 0.01% -2,943 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 135,972 shares; 2025Q1: 149,170 shares; 2025Q2: 57,598 shares; 2025Q3: 62,720 shares; 2025Q4: 37,589 shares; 2026Q1: 22,261 shares 22,261 $1.04M 0.01% -15,328 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,121 shares; 2025Q4: not reported; 2026Q1: 43,176 shares 43,176 $1.03M 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 1,951 shares; 2025Q1: 1,745 shares; 2025Q2: 1,350 shares; 2025Q3: 1,343 shares; 2025Q4: 1,395 shares; 2026Q1: 1,749 shares 1,749 $1.03M 0.01% +354 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 19,241 shares; 2025Q1: 18,834 shares; 2025Q2: 18,819 shares; 2025Q3: 13,850 shares; 2025Q4: 11,702 shares; 2026Q1: 10,604 shares 10,604 $1.03M 0.01% -1,098 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,690 shares; 2024Q4: 417,269 shares; 2025Q1: 406,092 shares; 2025Q2: 397,101 shares; 2025Q3: 412,980 shares; 2025Q4: 418,045 shares; 2026Q1: 421,978 shares 421,978 $1.03M 0.01% +3,933 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 4,615 shares; 2025Q1: 4,433 shares; 2025Q2: 4,400 shares; 2025Q3: 4,474 shares; 2025Q4: 4,268 shares; 2026Q1: 3,862 shares 3,862 $1.03M 0.01% -406 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,413 shares; 2025Q4: 7,353 shares; 2026Q1: 9,533 shares 9,533 $1.02M 0.01% +2,180 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,399 shares; 2024Q4: 162,065 shares; 2025Q1: 159,112 shares; 2025Q2: 174,448 shares; 2025Q3: 173,949 shares; 2025Q4: 173,085 shares; 2026Q1: 170,174 shares 170,174 $1.02M 0.01% -2,911 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 7,080 shares; 2025Q1: 7,083 shares; 2025Q2: 8,094 shares; 2025Q3: 8,110 shares; 2025Q4: 8,290 shares; 2026Q1: 7,747 shares 7,747 $1.02M 0.01% -543 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: 3,145 shares; 2024Q4: 4,302 shares; 2025Q1: not reported; 2025Q2: 4,693 shares; 2025Q3: 4,723 shares; 2025Q4: 5,197 shares; 2026Q1: 5,345 shares 5,345 $1.02M 0.01% +148 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 18,275 shares; 2025Q1: 9,722 shares; 2025Q2: 9,947 shares; 2025Q3: 17,633 shares; 2025Q4: 12,377 shares; 2026Q1: 16,310 shares 16,310 $1.02M 0.01% +3,933 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: 7,697 shares; 2024Q4: 9,296 shares; 2025Q1: 9,183 shares; 2025Q2: 9,042 shares; 2025Q3: 8,975 shares; 2025Q4: 8,356 shares; 2026Q1: 7,077 shares 7,077 $1.02M 0.01% -1,279 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 861 shares; 2025Q4: 893 shares; 2026Q1: 877 shares 877 $1.02M 0.01% -16 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: 9,966 shares; 2024Q4: 10,096 shares; 2025Q1: not reported; 2025Q2: 16,452 shares; 2025Q3: 20,132 shares; 2025Q4: 20,287 shares; 2026Q1: 20,613 shares 20,613 $1.01M 0.01% +326 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 12,439 shares; 2025Q1: 24,322 shares; 2025Q2: 19,040 shares; 2025Q3: 20,027 shares; 2025Q4: 20,249 shares; 2026Q1: 28,421 shares 28,421 $1.01M 0.01% +8,172 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 16,551 shares; 2025Q1: 18,859 shares; 2025Q2: 18,624 shares; 2025Q3: 18,940 shares; 2025Q4: 18,016 shares; 2026Q1: 18,496 shares 18,496 $1.01M 0.01% +480 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,944 shares; 2025Q3: 11,255 shares; 2025Q4: 11,796 shares; 2026Q1: 12,725 shares 12,725 $1.01M 0.01% +929 Timeline HYGW 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: 61,433 shares; 2025Q1: 59,542 shares; 2025Q2: 65,398 shares; 2025Q3: 69,703 shares; 2025Q4: 73,666 shares; 2026Q1: 34,166 shares 34,166 $1.01M 0.01% -39,500 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: 8,921 shares; 2024Q4: 9,533 shares; 2025Q1: 9,779 shares; 2025Q2: 9,859 shares; 2025Q3: 10,161 shares; 2025Q4: 9,551 shares; 2026Q1: 5,300 shares 5,300 $1.01M 0.01% -4,251 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,760 shares; 2025Q4: 10,950 shares; 2026Q1: 13,370 shares 13,370 $999K 0.01% +2,420 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,713 shares 11,713 $991K 0.01% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 12,777 shares; 2025Q1: 13,938 shares; 2025Q2: 13,704 shares; 2025Q3: 19,665 shares; 2025Q4: 25,668 shares; 2026Q1: 24,436 shares 24,436 $990K 0.01% -1,232 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,713 shares 5,713 $989K 0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689,790 shares; 2024Q4: 720,366 shares; 2025Q1: 25,321 shares; 2025Q2: 17,876 shares; 2025Q3: 17,380 shares; 2025Q4: 17,360 shares; 2026Q1: 17,250 shares 17,250 $987K 0.01% -110 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,092 shares; 2024Q4: 23,049 shares; 2025Q1: 22,168 shares; 2025Q2: 21,151 shares; 2025Q3: 22,272 shares; 2025Q4: 17,227 shares; 2026Q1: 44,577 shares 44,577 $982K 0.01% +27,350 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,453 shares; 2024Q4: 8,444 shares; 2025Q1: 8,030 shares; 2025Q2: 7,146 shares; 2025Q3: 5,810 shares; 2025Q4: 7,446 shares; 2026Q1: 10,873 shares 10,873 $980K 0.01% +3,427 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 3,048 shares; 2025Q1: not reported; 2025Q2: 27,949 shares; 2025Q3: 30,858 shares; 2025Q4: not reported; 2026Q1: 8,319 shares 8,319 $979K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,640 shares; 2024Q4: 30,137 shares; 2025Q1: not reported; 2025Q2: 14,599 shares; 2025Q3: 36,923 shares; 2025Q4: 44,683 shares; 2026Q1: 48,825 shares 48,825 $979K 0.01% +4,142 Timeline USSG 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: 12,706 shares; 2024Q4: 12,699 shares; 2025Q1: not reported; 2025Q2: 14,723 shares; 2025Q3: 15,031 shares; 2025Q4: 16,092 shares; 2026Q1: 16,400 shares 16,400 $979K 0.01% +308 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,269 shares; 2025Q1: 1,310 shares; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,392 shares; 2026Q1: 1,526 shares 1,526 $978K 0.01% +134 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,662 shares; 2025Q1: 1,666 shares; 2025Q2: 1,781 shares; 2025Q3: 2,964 shares; 2025Q4: 3,047 shares; 2026Q1: 3,335 shares 3,335 $976K 0.01% +288 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 12,138 shares; 2025Q1: 13,434 shares; 2025Q2: 13,087 shares; 2025Q3: 13,471 shares; 2025Q4: 13,036 shares; 2026Q1: 13,447 shares 13,447 $976K 0.01% +411 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,797 shares; 2024Q4: 486,464 shares; 2025Q1: 479,330 shares; 2025Q2: 466,967 shares; 2025Q3: 479,502 shares; 2025Q4: 493,451 shares; 2026Q1: 513,395 shares 513,395 $975K 0.01% +19,944 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,797 shares; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 7,559 shares; 2025Q4: 8,462 shares; 2026Q1: 9,790 shares 9,790 $973K 0.01% +1,328 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,674 shares 8,674 $966K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,495 shares; 2024Q4: 82,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,109 shares; 2025Q4: 126,365 shares; 2026Q1: 121,406 shares 121,406 $964K 0.01% -4,959 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: 6,368 shares; 2024Q4: 10,132 shares; 2025Q1: not reported; 2025Q2: 19,050 shares; 2025Q3: 12,789 shares; 2025Q4: 13,259 shares; 2026Q1: 15,038 shares 15,038 $963K 0.01% +1,779 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,151 shares; 2024Q4: 24,148 shares; 2025Q1: 23,666 shares; 2025Q2: 19,823 shares; 2025Q3: 15,241 shares; 2025Q4: 8,348 shares; 2026Q1: 8,137 shares 8,137 $962K 0.01% -211 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly 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: 41,314 shares; 2025Q4: 21,686 shares; 2026Q1: 23,568 shares 23,568 $960K 0.01% +1,882 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 8,130 shares; 2025Q1: 10,222 shares; 2025Q2: 12,350 shares; 2025Q3: 15,521 shares; 2025Q4: 17,967 shares; 2026Q1: 14,550 shares 14,550 $956K 0.01% -3,417 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: 11,281 shares; 2024Q4: 15,217 shares; 2025Q1: not reported; 2025Q2: 17,271 shares; 2025Q3: 17,015 shares; 2025Q4: 18,180 shares; 2026Q1: 19,164 shares 19,164 $952K 0.01% +984 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: 2,241 shares; 2024Q4: 2,670 shares; 2025Q1: 2,724 shares; 2025Q2: 2,653 shares; 2025Q3: 3,086 shares; 2025Q4: 2,942 shares; 2026Q1: 2,776 shares 2,776 $948K 0.01% -166 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,122 shares; 2024Q4: 35,737 shares; 2025Q1: 35,062 shares; 2025Q2: 35,378 shares; 2025Q3: 36,563 shares; 2025Q4: 41,924 shares; 2026Q1: 40,409 shares 40,409 $942K 0.01% -1,515 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,158 shares; 2025Q1: 2,890 shares; 2025Q2: 3,618 shares; 2025Q3: 4,230 shares; 2025Q4: 4,939 shares; 2026Q1: 5,500 shares 5,500 $941K 0.01% +561 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,759 shares; 2025Q1: not reported; 2025Q2: 5,061 shares; 2025Q3: 4,849 shares; 2025Q4: 4,160 shares; 2026Q1: 4,457 shares 4,457 $941K 0.01% +297 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 6,591 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,889 shares; 2025Q4: 9,759 shares; 2026Q1: 10,695 shares 10,695 $940K 0.01% +936 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: not reported; 2024Q4: not reported; 2025Q1: 8,204 shares; 2025Q2: 12,059 shares; 2025Q3: 14,967 shares; 2025Q4: not reported; 2026Q1: 10,974 shares 10,974 $940K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: 11,938 shares; 2025Q4: 12,020 shares; 2026Q1: 11,034 shares 11,034 $937K 0.01% -986 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,797 shares; 2025Q1: 3,133 shares; 2025Q2: 3,115 shares; 2025Q3: 3,637 shares; 2025Q4: 3,500 shares; 2026Q1: 3,659 shares 3,659 $933K 0.01% +159 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,606 shares; 2024Q4: 13,074 shares; 2025Q1: 14,006 shares; 2025Q2: 14,247 shares; 2025Q3: 13,477 shares; 2025Q4: 14,191 shares; 2026Q1: 14,065 shares 14,065 $932K 0.01% -126 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 29,015 shares; 2025Q1: 32,973 shares; 2025Q2: 39,863 shares; 2025Q3: 49,112 shares; 2025Q4: 51,760 shares; 2026Q1: 63,958 shares 63,958 $931K 0.01% +12,198 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 19,410 shares; 2025Q1: 19,822 shares; 2025Q2: 20,276 shares; 2025Q3: 20,016 shares; 2025Q4: 18,311 shares; 2026Q1: 17,414 shares 17,414 $930K 0.01% -897 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 2,146 shares; 2025Q1: not reported; 2025Q2: 7,516 shares; 2025Q3: 8,920 shares; 2025Q4: 8,356 shares; 2026Q1: 13,808 shares 13,808 $926K 0.01% +5,452 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 1,368 shares; 2025Q1: not reported; 2025Q2: 2,085 shares; 2025Q3: 2,731 shares; 2025Q4: 2,391 shares; 2026Q1: 2,796 shares 2,796 $925K 0.01% +405 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,506 shares; 2024Q4: 34,088 shares; 2025Q1: 25,529 shares; 2025Q2: 24,941 shares; 2025Q3: 24,653 shares; 2025Q4: 24,005 shares; 2026Q1: 22,348 shares 22,348 $922K 0.01% -1,657 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 6,278 shares; 2025Q1: 6,507 shares; 2025Q2: 7,028 shares; 2025Q3: 7,242 shares; 2025Q4: 6,690 shares; 2026Q1: 6,657 shares 6,657 $921K 0.01% -33 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 3,918 shares; 2025Q1: 4,101 shares; 2025Q2: 4,071 shares; 2025Q3: 4,291 shares; 2025Q4: 4,179 shares; 2026Q1: 4,574 shares 4,574 $919K 0.01% +395 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,455 shares 11,455 $917K 0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 6,600 shares; 2025Q1: 6,769 shares; 2025Q2: 12,485 shares; 2025Q3: 12,790 shares; 2025Q4: 12,767 shares; 2026Q1: 13,662 shares 13,662 $915K 0.01% +895 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,299 shares; 2025Q2: 6,137 shares; 2025Q3: 5,499 shares; 2025Q4: 7,488 shares; 2026Q1: 7,680 shares 7,680 $912K 0.01% +192 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,900 shares; 2026Q1: 20,191 shares 20,191 $912K 0.01% +9,291 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 4,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 6,576 shares; 2026Q1: 7,131 shares 7,131 $912K 0.01% +555 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 8,633 shares; 2025Q1: 9,989 shares; 2025Q2: 9,620 shares; 2025Q3: 10,714 shares; 2025Q4: 7,262 shares; 2026Q1: 10,648 shares 10,648 $908K 0.01% +3,386 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,365 shares; 2025Q1: 3,625 shares; 2025Q2: 3,586 shares; 2025Q3: 3,535 shares; 2025Q4: 2,462 shares; 2026Q1: 8,498 shares 8,498 $908K 0.01% +6,036 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: 26,153 shares; 2024Q4: 50,863 shares; 2025Q1: not reported; 2025Q2: 44,001 shares; 2025Q3: 45,268 shares; 2025Q4: 29,198 shares; 2026Q1: 25,820 shares 25,820 $907K 0.01% -3,378 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,789 shares; 2025Q3: 2,898 shares; 2025Q4: 3,613 shares; 2026Q1: 7,120 shares 7,120 $906K 0.01% +3,507 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: 3,976 shares; 2024Q4: 3,814 shares; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 8,376 shares; 2025Q4: 8,366 shares; 2026Q1: 5,028 shares 5,028 $905K 0.01% -3,338 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,695 shares; 2025Q1: 1,804 shares; 2025Q2: 1,936 shares; 2025Q3: 2,137 shares; 2025Q4: 1,928 shares; 2026Q1: 1,237 shares 1,237 $903K 0.01% -691 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 13,375 shares; 2025Q1: 12,403 shares; 2025Q2: 11,830 shares; 2025Q3: 11,367 shares; 2025Q4: 11,402 shares; 2026Q1: 11,048 shares 11,048 $894K 0.01% -354 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,760 shares; 2024Q4: 81,582 shares; 2025Q1: 79,423 shares; 2025Q2: 78,709 shares; 2025Q3: 78,662 shares; 2025Q4: 77,644 shares; 2026Q1: 82,596 shares 82,596 $888K 0.01% +4,952 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,622 shares; 2024Q4: 20,367 shares; 2025Q1: 21,514 shares; 2025Q2: 18,462 shares; 2025Q3: 10,672 shares; 2025Q4: 5,353 shares; 2026Q1: 15,869 shares 15,869 $885K 0.01% +10,516 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 10,647 shares; 2025Q1: not reported; 2025Q2: 9,474 shares; 2025Q3: 9,282 shares; 2025Q4: 8,751 shares; 2026Q1: 8,947 shares 8,947 $881K 0.01% +196 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,615 shares; 2025Q2: 24,826 shares; 2025Q3: 29,500 shares; 2025Q4: 29,468 shares; 2026Q1: 32,013 shares 32,013 $880K 0.01% +2,545 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,900 shares; 2025Q1: 9,343 shares; 2025Q2: 10,494 shares; 2025Q3: 9,758 shares; 2025Q4: not reported; 2026Q1: 13,805 shares 13,805 $879K 0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,963 shares; 2024Q4: 28,110 shares; 2025Q1: 7,660 shares; 2025Q2: 7,443 shares; 2025Q3: 7,596 shares; 2025Q4: 11,184 shares; 2026Q1: 11,141 shares 11,141 $878K 0.01% -43 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: 13,970 shares; 2024Q4: 16,918 shares; 2025Q1: 15,010 shares; 2025Q2: not reported; 2025Q3: 11,969 shares; 2025Q4: 10,445 shares; 2026Q1: 10,089 shares 10,089 $876K 0.01% -356 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,644 shares; 2025Q2: 23,614 shares; 2025Q3: 31,198 shares; 2025Q4: 36,836 shares; 2026Q1: 36,141 shares 36,141 $874K 0.01% -695 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,386 shares; 2024Q4: 27,025 shares; 2025Q1: 27,859 shares; 2025Q2: 20,347 shares; 2025Q3: 15,848 shares; 2025Q4: 17,141 shares; 2026Q1: 8,221 shares 8,221 $871K 0.01% -8,920 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: 34,696 shares; 2024Q4: 36,662 shares; 2025Q1: 114,735 shares; 2025Q2: 113,668 shares; 2025Q3: 114,364 shares; 2025Q4: 42,849 shares; 2026Q1: 40,235 shares 40,235 $870K 0.01% -2,614 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,772 shares; 2025Q3: 11,344 shares; 2025Q4: 12,112 shares; 2026Q1: 11,750 shares 11,750 $869K 0.01% -362 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 5,089 shares; 2025Q1: not reported; 2025Q2: 5,096 shares; 2025Q3: 5,061 shares; 2025Q4: 5,157 shares; 2026Q1: 5,077 shares 5,077 $867K 0.01% -80 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,094 shares; 2024Q4: 12,701 shares; 2025Q1: 21,051 shares; 2025Q2: 16,202 shares; 2025Q3: 16,267 shares; 2025Q4: 26,289 shares; 2026Q1: 30,448 shares 30,448 $866K 0.01% +4,159 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 3,460 shares; 2025Q1: not reported; 2025Q2: 17,677 shares; 2025Q3: 17,524 shares; 2025Q4: 18,398 shares; 2026Q1: 28,840 shares 28,840 $865K 0.01% +10,442 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,948 shares; 2025Q1: 17,893 shares; 2025Q2: 17,877 shares; 2025Q3: 16,326 shares; 2025Q4: 16,114 shares; 2026Q1: 12,496 shares 12,496 $864K 0.01% -3,618 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,829 shares; 2024Q4: 32,293 shares; 2025Q1: not reported; 2025Q2: 38,723 shares; 2025Q3: 34,713 shares; 2025Q4: 23,695 shares; 2026Q1: 18,505 shares 18,505 $863K 0.01% -5,190 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 10,334 shares; 2025Q1: 11,225 shares; 2025Q2: 11,122 shares; 2025Q3: 13,025 shares; 2025Q4: 12,724 shares; 2026Q1: 13,445 shares 13,445 $863K 0.01% +721 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 4,668 shares; 2025Q1: 4,883 shares; 2025Q2: 5,109 shares; 2025Q3: 5,161 shares; 2025Q4: 6,322 shares; 2026Q1: 5,459 shares 5,459 $863K 0.01% -863 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 3,121 shares; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 1,719 shares; 2025Q4: 1,553 shares; 2026Q1: 1,597 shares 1,597 $861K 0.01% +44 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,282 shares; 2024Q4: 10,606 shares; 2025Q1: 12,364 shares; 2025Q2: 6,057 shares; 2025Q3: 6,789 shares; 2025Q4: 7,260 shares; 2026Q1: 9,091 shares 9,091 $860K 0.01% +1,831 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,581 shares; 2024Q4: 37,315 shares; 2025Q1: not reported; 2025Q2: 26,333 shares; 2025Q3: 25,765 shares; 2025Q4: 23,485 shares; 2026Q1: 25,852 shares 25,852 $858K 0.01% +2,367 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: 48,067 shares; 2024Q4: 46,866 shares; 2025Q1: 43,545 shares; 2025Q2: 17,951 shares; 2025Q3: 18,018 shares; 2025Q4: 21,122 shares; 2026Q1: 39,731 shares 39,731 $857K 0.01% +18,609 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,531 shares; 2024Q4: 29,073 shares; 2025Q1: not reported; 2025Q2: 26,232 shares; 2025Q3: 26,523 shares; 2025Q4: 23,179 shares; 2026Q1: 21,163 shares 21,163 $854K 0.01% -2,016 Timeline XNTK 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: 3,964 shares; 2024Q4: 3,964 shares; 2025Q1: 3,889 shares; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 2,431 shares; 2026Q1: 3,332 shares 3,332 $851K 0.01% +901 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 27,651 shares; 2025Q1: 31,828 shares; 2025Q2: 34,363 shares; 2025Q3: 33,022 shares; 2025Q4: 37,684 shares; 2026Q1: 45,823 shares 45,823 $849K 0.01% +8,139 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 22,584 shares; 2025Q1: not reported; 2025Q2: 29,117 shares; 2025Q3: 47,025 shares; 2025Q4: 38,613 shares; 2026Q1: 34,088 shares 34,088 $848K 0.01% -4,525 Timeline BBCP CONCRETE PUMPING HLDGS INC More: the full row for CONCRETE PUMPING HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,213 shares; 2024Q4: 118,213 shares; 2025Q1: 118,213 shares; 2025Q2: 118,213 shares; 2025Q3: 118,213 shares; 2025Q4: 118,213 shares; 2026Q1: 118,213 shares 118,213 $844K 0.01% 0 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,467 shares; 2025Q1: not reported; 2025Q2: 15,272 shares; 2025Q3: 8,081 shares; 2025Q4: 21,381 shares; 2026Q1: 22,848 shares 22,848 $836K 0.01% +1,467 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 8,840 shares; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,271 shares; 2025Q4: 3,907 shares; 2026Q1: 3,993 shares 3,993 $835K 0.01% +86 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,504 shares; 2025Q1: 2,399 shares; 2025Q2: 2,668 shares; 2025Q3: 2,861 shares; 2025Q4: not reported; 2026Q1: 4,864 shares 4,864 $834K 0.01% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 19,382 shares; 2025Q1: 44,548 shares; 2025Q2: 51,613 shares; 2025Q3: 52,950 shares; 2025Q4: 47,972 shares; 2026Q1: 12,350 shares 12,350 $834K 0.01% -35,622 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,716 shares; 2024Q4: 19,658 shares; 2025Q1: not reported; 2025Q2: 37,139 shares; 2025Q3: 35,323 shares; 2025Q4: not reported; 2026Q1: 16,267 shares 16,267 $833K 0.01% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 9,610 shares; 2025Q1: 15,665 shares; 2025Q2: 14,462 shares; 2025Q3: 14,677 shares; 2025Q4: 12,353 shares; 2026Q1: 12,162 shares 12,162 $831K 0.01% -191 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,695 shares; 2024Q4: 16,199 shares; 2025Q1: 18,307 shares; 2025Q2: 18,456 shares; 2025Q3: 20,579 shares; 2025Q4: not reported; 2026Q1: 20,673 shares 20,673 $830K 0.01% new Timeline GDX 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: 16,510 shares; 2024Q4: 20,563 shares; 2025Q1: 16,422 shares; 2025Q2: 14,187 shares; 2025Q3: 10,954 shares; 2025Q4: 8,970 shares; 2026Q1: 9,036 shares 9,036 $829K 0.01% +66 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 9,016 shares; 2025Q1: 11,015 shares; 2025Q2: 10,778 shares; 2025Q3: 12,010 shares; 2025Q4: 10,909 shares; 2026Q1: 11,364 shares 11,364 $826K 0.01% +455 Timeline BKSE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 4,371 shares; 2025Q4: 5,489 shares; 2026Q1: 7,235 shares 7,235 $824K 0.01% +1,746 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 7,438 shares; 2025Q1: 8,085 shares; 2025Q2: 7,364 shares; 2025Q3: 6,734 shares; 2025Q4: 6,641 shares; 2026Q1: 7,165 shares 7,165 $823K 0.01% +524 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,005 shares; 2024Q4: 19,867 shares; 2025Q1: 35,036 shares; 2025Q2: 27,103 shares; 2025Q3: 29,392 shares; 2025Q4: 28,013 shares; 2026Q1: 30,009 shares 30,009 $822K 0.01% +1,996 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 5,247 shares; 2025Q1: 5,854 shares; 2025Q2: not reported; 2025Q3: 5,287 shares; 2025Q4: 5,033 shares; 2026Q1: 4,976 shares 4,976 $822K 0.01% -57 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,782 shares; 2025Q1: 684 shares; 2025Q2: 1,885 shares; 2025Q3: 1,936 shares; 2025Q4: 2,019 shares; 2026Q1: 2,272 shares 2,272 $816K 0.01% +253 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,970 shares; 2024Q4: 23,083 shares; 2025Q1: 22,558 shares; 2025Q2: 45,446 shares; 2025Q3: 43,979 shares; 2025Q4: 47,350 shares; 2026Q1: 27,354 shares 27,354 $815K 0.01% -19,996 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,646 shares; 2025Q1: 75,144 shares; 2025Q2: 73,852 shares; 2025Q3: 63,471 shares; 2025Q4: not reported; 2026Q1: 41,545 shares 41,545 $815K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 10,864 shares; 2025Q1: 10,545 shares; 2025Q2: 9,689 shares; 2025Q3: 7,695 shares; 2025Q4: 5,919 shares; 2026Q1: 4,119 shares 4,119 $811K 0.01% -1,800 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,267 shares; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 2,323 shares; 2025Q4: 2,369 shares; 2026Q1: 2,307 shares 2,307 $810K 0.01% -62 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: not reported; 2024Q4: 6,702 shares; 2025Q1: 6,851 shares; 2025Q2: not reported; 2025Q3: 4,820 shares; 2025Q4: not reported; 2026Q1: 3,226 shares 3,226 $809K 0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,032 shares; 2024Q4: 17,109 shares; 2025Q1: 19,080 shares; 2025Q2: 19,735 shares; 2025Q3: 20,232 shares; 2025Q4: 21,234 shares; 2026Q1: 20,537 shares 20,537 $804K 0.01% -697 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,346 shares; 2024Q4: 41,417 shares; 2025Q1: 28,233 shares; 2025Q2: 31,535 shares; 2025Q3: 30,990 shares; 2025Q4: 28,321 shares; 2026Q1: 17,756 shares 17,756 $803K 0.01% -10,565 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,892 shares; 2025Q1: not reported; 2025Q2: 8,088 shares; 2025Q3: 9,264 shares; 2025Q4: 10,067 shares; 2026Q1: 14,187 shares 14,187 $803K 0.01% +4,120 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 15,680 shares; 2025Q1: 18,534 shares; 2025Q2: 17,270 shares; 2025Q3: 19,497 shares; 2025Q4: 22,057 shares; 2026Q1: 18,271 shares 18,271 $801K 0.01% -3,786 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,742 shares; 2025Q4: 1,905 shares; 2026Q1: 1,481 shares 1,481 $801K 0.01% -424 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,687 shares; 2025Q2: 1,984 shares; 2025Q3: 2,057 shares; 2025Q4: not reported; 2026Q1: 2,558 shares 2,558 $799K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 5,477 shares; 2025Q1: 5,838 shares; 2025Q2: 5,681 shares; 2025Q3: 5,692 shares; 2025Q4: 6,471 shares; 2026Q1: 9,663 shares 9,663 $797K 0.01% +3,192 Timeline EUFN 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: 31,411 shares; 2025Q1: 62,086 shares; 2025Q2: 64,063 shares; 2025Q3: 30,616 shares; 2025Q4: 30,561 shares; 2026Q1: 22,789 shares 22,789 $794K 0.01% -7,772 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 5,691 shares; 2025Q1: 3,832 shares; 2025Q2: 2,313 shares; 2025Q3: 2,561 shares; 2025Q4: 2,637 shares; 2026Q1: 2,453 shares 2,453 $792K 0.01% -184 Timeline IWY 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: 18,830 shares; 2025Q1: 4,560 shares; 2025Q2: 5,502 shares; 2025Q3: 12,106 shares; 2025Q4: 3,627 shares; 2026Q1: 3,173 shares 3,173 $790K 0.01% -454 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,685 shares; 2025Q2: not reported; 2025Q3: 15,993 shares; 2025Q4: 16,884 shares; 2026Q1: 19,189 shares 19,189 $787K 0.01% +2,305 Timeline SCHV 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: not reported; 2024Q4: 9,155 shares; 2025Q1: 22,422 shares; 2025Q2: 25,226 shares; 2025Q3: 27,836 shares; 2025Q4: 28,255 shares; 2026Q1: 25,762 shares 25,762 $786K 0.01% -2,493 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,381 shares; 2024Q4: 10,136 shares; 2025Q1: not reported; 2025Q2: 9,153 shares; 2025Q3: 7,987 shares; 2025Q4: 6,360 shares; 2026Q1: 4,825 shares 4,825 $784K 0.01% -1,535 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 5,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,957 shares; 2025Q4: 5,094 shares; 2026Q1: 4,610 shares 4,610 $784K 0.01% -484 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,158 shares; 2024Q4: 7,449 shares; 2025Q1: 7,331 shares; 2025Q2: 7,695 shares; 2025Q3: 8,167 shares; 2025Q4: 8,660 shares; 2026Q1: 7,899 shares 7,899 $781K 0.01% -761 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 2,550 shares; 2025Q1: 3,424 shares; 2025Q2: 2,428 shares; 2025Q3: 3,157 shares; 2025Q4: 3,845 shares; 2026Q1: 4,334 shares 4,334 $780K 0.01% +489 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 13,998 shares; 2025Q1: 4,816 shares; 2025Q2: 2,710 shares; 2025Q3: 2,739 shares; 2025Q4: 3,270 shares; 2026Q1: 2,468 shares 2,468 $774K 0.01% -802 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: 30,609 shares; 2024Q4: 38,481 shares; 2025Q1: 8,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,408 shares 13,408 $773K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 2,884 shares; 2025Q1: 5,405 shares; 2025Q2: 6,126 shares; 2025Q3: 6,426 shares; 2025Q4: not reported; 2026Q1: 4,295 shares 4,295 $769K 0.01% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 3,011 shares; 2025Q1: 3,379 shares; 2025Q2: 3,597 shares; 2025Q3: 3,693 shares; 2025Q4: 2,776 shares; 2026Q1: 2,901 shares 2,901 $769K 0.01% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,999 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,086 shares 6,086 $766K 0.01% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,794 shares; 2025Q2: 3,045 shares; 2025Q3: 3,382 shares; 2025Q4: 3,613 shares; 2026Q1: 3,942 shares 3,942 $763K 0.01% +329 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,787 shares; 2025Q3: 4,996 shares; 2025Q4: 5,836 shares; 2026Q1: 8,114 shares 8,114 $762K 0.01% +2,278 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 15,874 shares; 2025Q1: 15,849 shares; 2025Q2: 15,731 shares; 2025Q3: 15,731 shares; 2025Q4: 15,731 shares; 2026Q1: 15,731 shares 15,731 $762K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,538 shares; 2024Q4: 13,288 shares; 2025Q1: 12,954 shares; 2025Q2: 12,918 shares; 2025Q3: 13,028 shares; 2025Q4: not reported; 2026Q1: 15,719 shares 15,719 $762K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,714 shares; 2025Q1: 4,704 shares; 2025Q2: 4,676 shares; 2025Q3: 2,936 shares; 2025Q4: 3,189 shares; 2026Q1: 3,884 shares 3,884 $759K 0.01% +695 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,040 shares; 2026Q1: 31,138 shares 31,138 $756K 0.01% +11,098 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 15,476 shares; 2025Q1: 14,614 shares; 2025Q2: 9,687 shares; 2025Q3: 18,492 shares; 2025Q4: 17,334 shares; 2026Q1: 16,614 shares 16,614 $756K 0.01% -720 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,204 shares; 2024Q4: 59,305 shares; 2025Q1: 58,244 shares; 2025Q2: 55,408 shares; 2025Q3: 51,125 shares; 2025Q4: 48,383 shares; 2026Q1: 43,216 shares 43,216 $756K 0.01% -5,167 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 8,706 shares; 2025Q1: 10,881 shares; 2025Q2: 12,325 shares; 2025Q3: 10,579 shares; 2025Q4: 9,456 shares; 2026Q1: 12,687 shares 12,687 $750K 0.01% +3,231 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,057 shares; 2024Q4: 40,725 shares; 2025Q1: 39,343 shares; 2025Q2: 36,688 shares; 2025Q3: 36,808 shares; 2025Q4: 43,034 shares; 2026Q1: 34,477 shares 34,477 $747K 0.01% -8,557 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,329 shares; 2025Q3: 9,688 shares; 2025Q4: 11,027 shares; 2026Q1: 11,488 shares 11,488 $746K 0.01% +461 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: 16,411 shares; 2024Q4: 25,576 shares; 2025Q1: 19,458 shares; 2025Q2: 15,633 shares; 2025Q3: 15,989 shares; 2025Q4: 16,775 shares; 2026Q1: 17,132 shares 17,132 $744K 0.01% +357 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,466 shares; 2024Q4: 14,644 shares; 2025Q1: not reported; 2025Q2: 11,873 shares; 2025Q3: 13,244 shares; 2025Q4: 15,644 shares; 2026Q1: 16,057 shares 16,057 $735K 0.01% +413 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 43,956 shares; 2025Q1: 26,672 shares; 2025Q2: 25,042 shares; 2025Q3: 24,007 shares; 2025Q4: 20,673 shares; 2026Q1: 15,778 shares 15,778 $732K 0.01% -4,895 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,019 shares; 2024Q4: 8,917 shares; 2025Q1: 9,350 shares; 2025Q2: 9,301 shares; 2025Q3: 9,731 shares; 2025Q4: 9,607 shares; 2026Q1: 10,383 shares 10,383 $731K 0.01% +776 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 12,478 shares; 2025Q1: 12,812 shares; 2025Q2: 12,617 shares; 2025Q3: 10,892 shares; 2025Q4: 11,222 shares; 2026Q1: 9,993 shares 9,993 $730K 0.01% -1,229 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,048 shares; 2025Q2: 10,548 shares; 2025Q3: 8,080 shares; 2025Q4: 9,433 shares; 2026Q1: 23,098 shares 23,098 $727K 0.01% +13,665 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,598 shares; 2025Q2: 1,588 shares; 2025Q3: 1,760 shares; 2025Q4: 1,707 shares; 2026Q1: 1,713 shares 1,713 $725K 0.01% +6 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,440 shares; 2025Q1: 7,178 shares; 2025Q2: 14,116 shares; 2025Q3: 2,141 shares; 2025Q4: not reported; 2026Q1: 9,034 shares 9,034 $723K 0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,774 shares; 2024Q4: 10,537 shares; 2025Q1: 8,883 shares; 2025Q2: 8,846 shares; 2025Q3: 7,926 shares; 2025Q4: 7,826 shares; 2026Q1: 8,399 shares 8,399 $719K 0.01% +573 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: not reported; 2024Q4: 2,644 shares; 2025Q1: not reported; 2025Q2: 5,874 shares; 2025Q3: 6,448 shares; 2025Q4: 4,635 shares; 2026Q1: 5,517 shares 5,517 $716K 0.01% +882 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: 2,728 shares; 2025Q2: 2,576 shares; 2025Q3: 1,451 shares; 2025Q4: 1,460 shares; 2026Q1: 1,817 shares 1,817 $716K 0.01% +357 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,793 shares; 2025Q1: 3,032 shares; 2025Q2: 2,864 shares; 2025Q3: 3,014 shares; 2025Q4: 3,178 shares; 2026Q1: 2,828 shares 2,828 $712K 0.01% -350 Timeline FLQL 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: 7,605 shares; 2024Q4: 7,815 shares; 2025Q1: 8,051 shares; 2025Q2: 9,596 shares; 2025Q3: 8,637 shares; 2025Q4: 9,134 shares; 2026Q1: 10,530 shares 10,530 $712K 0.01% +1,396 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,934 shares; 2024Q4: 19,771 shares; 2025Q1: not reported; 2025Q2: 20,287 shares; 2025Q3: 19,219 shares; 2025Q4: 17,513 shares; 2026Q1: 16,018 shares 16,018 $710K 0.01% -1,495 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,847 shares; 2025Q1: 3,991 shares; 2025Q2: 10,233 shares; 2025Q3: 14,653 shares; 2025Q4: 14,078 shares; 2026Q1: 4,879 shares 4,879 $709K 0.01% -9,199 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 10,124 shares; 2025Q1: 10,397 shares; 2025Q2: 10,825 shares; 2025Q3: 11,908 shares; 2025Q4: not reported; 2026Q1: 12,231 shares 12,231 $708K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 5,087 shares; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 5,328 shares; 2025Q4: 8,521 shares; 2026Q1: 8,824 shares 8,824 $707K 0.01% +303 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,283 shares; 2025Q2: 13,533 shares; 2025Q3: 12,697 shares; 2025Q4: 13,203 shares; 2026Q1: 14,165 shares 14,165 $702K 0.01% +962 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares; 2026Q1: 8,788 shares 8,788 $702K 0.01% +4,132 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,863 shares; 2025Q4: 7,274 shares; 2026Q1: 8,726 shares 8,726 $701K 0.01% +1,452 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 3,038 shares; 2025Q1: not reported; 2025Q2: 3,138 shares; 2025Q3: 2,644 shares; 2025Q4: 2,859 shares; 2026Q1: 3,788 shares 3,788 $701K 0.01% +929 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,096 shares; 2024Q4: 31,682 shares; 2025Q1: 28,813 shares; 2025Q2: 38,653 shares; 2025Q3: 34,268 shares; 2025Q4: 47,567 shares; 2026Q1: 48,552 shares 48,552 $698K 0.01% +985 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 8,082 shares; 2025Q1: not reported; 2025Q2: 8,134 shares; 2025Q3: 7,883 shares; 2025Q4: 7,873 shares; 2026Q1: 7,287 shares 7,287 $698K 0.01% -586 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,495 shares; 2024Q4: 26,070 shares; 2025Q1: 44,218 shares; 2025Q2: 51,734 shares; 2025Q3: 54,859 shares; 2025Q4: 79,116 shares; 2026Q1: 80,960 shares 80,960 $698K 0.01% +1,844 Timeline BKEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,109 shares; 2025Q4: not reported; 2026Q1: 8,766 shares 8,766 $695K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 8,635 shares; 2025Q1: 9,743 shares; 2025Q2: 9,911 shares; 2025Q3: 9,141 shares; 2025Q4: 9,025 shares; 2026Q1: 4,003 shares 4,003 $694K 0.01% -5,022 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,849 shares; 2025Q1: 4,141 shares; 2025Q2: 4,163 shares; 2025Q3: 3,605 shares; 2025Q4: not reported; 2026Q1: 2,301 shares 2,301 $692K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,380 shares; 2025Q3: 18,652 shares; 2025Q4: 22,501 shares; 2026Q1: 30,558 shares 30,558 $691K 0.01% +8,057 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: 12,353 shares; 2024Q4: 14,190 shares; 2025Q1: 11,375 shares; 2025Q2: 4,001 shares; 2025Q3: 3,979 shares; 2025Q4: 3,690 shares; 2026Q1: 3,631 shares 3,631 $685K 0.01% -59 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: 40,287 shares; 2024Q4: 38,548 shares; 2025Q1: 12,391 shares; 2025Q2: 9,742 shares; 2025Q3: 7,765 shares; 2025Q4: 8,004 shares; 2026Q1: 8,405 shares 8,405 $683K 0.01% +401 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,441 shares; 2024Q4: 83,335 shares; 2025Q1: 86,212 shares; 2025Q2: 85,028 shares; 2025Q3: 88,987 shares; 2025Q4: 40,790 shares; 2026Q1: 113,658 shares 113,658 $682K 0.01% +72,868 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,463 shares; 2025Q3: 4,719 shares; 2025Q4: 5,679 shares; 2026Q1: 5,659 shares 5,659 $682K 0.01% -20 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 9,005 shares; 2025Q1: 6,038 shares; 2025Q2: 6,609 shares; 2025Q3: 6,353 shares; 2025Q4: 6,351 shares; 2026Q1: 5,524 shares 5,524 $681K 0.01% -827 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,086 shares 17,086 $679K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,845 shares; 2025Q4: 3,009 shares; 2026Q1: 3,421 shares 3,421 $678K 0.01% +412 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,975 shares; 2024Q4: 32,472 shares; 2025Q1: 41,980 shares; 2025Q2: 46,171 shares; 2025Q3: 43,590 shares; 2025Q4: 18,579 shares; 2026Q1: 21,191 shares 21,191 $678K 0.01% +2,612 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,583 shares; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,839 shares; 2025Q4: 2,867 shares; 2026Q1: 1,382 shares 1,382 $678K 0.01% -1,485 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: 3,007 shares; 2024Q4: 4,483 shares; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 6,305 shares; 2025Q4: 6,716 shares; 2026Q1: 6,310 shares 6,310 $674K 0.01% -406 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,821 shares; 2025Q1: 4,451 shares; 2025Q2: 2,917 shares; 2025Q3: 2,962 shares; 2025Q4: 3,704 shares; 2026Q1: 3,543 shares 3,543 $671K 0.01% -161 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 12,439 shares; 2025Q1: 13,796 shares; 2025Q2: 11,959 shares; 2025Q3: 10,844 shares; 2025Q4: not reported; 2026Q1: 10,371 shares 10,371 $670K 0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 2,476 shares; 2025Q1: 2,541 shares; 2025Q2: 2,820 shares; 2025Q3: 2,873 shares; 2025Q4: 2,964 shares; 2026Q1: 2,688 shares 2,688 $670K 0.01% -276 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,677 shares; 2025Q2: 10,300 shares; 2025Q3: 10,574 shares; 2025Q4: 10,360 shares; 2026Q1: 9,615 shares 9,615 $668K 0.01% -745 Timeline IYM 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: 2,798 shares; 2025Q2: 3,278 shares; 2025Q3: 3,467 shares; 2025Q4: 3,710 shares; 2026Q1: 3,769 shares 3,769 $663K 0.01% +59 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,868 shares 23,868 $663K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,274 shares; 2024Q4: 43,171 shares; 2025Q1: 42,245 shares; 2025Q2: 46,908 shares; 2025Q3: 46,797 shares; 2025Q4: 32,817 shares; 2026Q1: 34,439 shares 34,439 $662K 0.01% +1,622 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,852 shares; 2024Q4: 13,334 shares; 2025Q1: 22,559 shares; 2025Q2: 19,034 shares; 2025Q3: 13,622 shares; 2025Q4: 14,184 shares; 2026Q1: 14,511 shares 14,511 $662K 0.01% +327 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,020 shares 3,020 $661K 0.01% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 2,037 shares; 2025Q1: 2,161 shares; 2025Q2: not reported; 2025Q3: 2,177 shares; 2025Q4: 2,085 shares; 2026Q1: 2,172 shares 2,172 $660K 0.01% +87 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 5,913 shares; 2025Q1: 5,475 shares; 2025Q2: not reported; 2025Q3: 7,083 shares; 2025Q4: 6,570 shares; 2026Q1: 6,551 shares 6,551 $659K 0.01% -19 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,167 shares; 2025Q1: 2,784 shares; 2025Q2: 3,178 shares; 2025Q3: 3,807 shares; 2025Q4: 3,791 shares; 2026Q1: 4,627 shares 4,627 $658K 0.01% +836 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,155 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,226 shares 2,226 $657K 0.01% -49 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 2,291 shares; 2025Q1: 2,391 shares; 2025Q2: 2,321 shares; 2025Q3: 2,573 shares; 2025Q4: 2,416 shares; 2026Q1: 2,358 shares 2,358 $657K 0.01% -58 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,979 shares; 2025Q1: 9,491 shares; 2025Q2: 43,370 shares; 2025Q3: 14,777 shares; 2025Q4: 6,898 shares; 2026Q1: 6,509 shares 6,509 $657K 0.01% -389 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: 1,035 shares; 2024Q4: 1,464 shares; 2025Q1: 1,629 shares; 2025Q2: 1,721 shares; 2025Q3: 2,695 shares; 2025Q4: 3,922 shares; 2026Q1: 3,883 shares 3,883 $656K 0.01% -39 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,719 shares; 2025Q4: 16,646 shares; 2026Q1: 16,085 shares 16,085 $655K 0.01% -561 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: 3,419 shares; 2024Q4: 4,071 shares; 2025Q1: 4,354 shares; 2025Q2: 5,235 shares; 2025Q3: 5,677 shares; 2025Q4: 5,930 shares; 2026Q1: 5,915 shares 5,915 $655K 0.01% -15 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,061 shares; 2024Q4: 7,095 shares; 2025Q1: not reported; 2025Q2: 7,782 shares; 2025Q3: 8,058 shares; 2025Q4: 9,051 shares; 2026Q1: 8,228 shares 8,228 $653K 0.01% -823 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,111 shares; 2025Q4: 12,014 shares; 2026Q1: 12,046 shares 12,046 $652K 0.01% +32 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: 5,370 shares; 2024Q4: 5,835 shares; 2025Q1: 9,402 shares; 2025Q2: 10,699 shares; 2025Q3: 12,591 shares; 2025Q4: 13,592 shares; 2026Q1: 13,753 shares 13,753 $647K 0.01% +161 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,711 shares; 2024Q4: 66,871 shares; 2025Q1: not reported; 2025Q2: 64,926 shares; 2025Q3: 62,124 shares; 2025Q4: 61,903 shares; 2026Q1: 64,068 shares 64,068 $647K 0.01% +2,165 Timeline