BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 55,014 shares; 2025Q1: 62,507 shares; 2025Q2: 7,577 shares; 2025Q3: 7,423 shares; 2025Q4: 23,592 shares; 2026Q1: 57,609 shares 57,609 $5.36M 0.03% +34,017 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,477 shares; 2025Q4: 24,533 shares; 2026Q1: 172,460 shares 172,460 $5.34M 0.03% +147,927 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 2,988 shares; 2025Q1: 4,345 shares; 2025Q2: 9,838 shares; 2025Q3: 12,633 shares; 2025Q4: 13,329 shares; 2026Q1: 13,430 shares 13,430 $5.34M 0.03% +101 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,704 shares; 2025Q2: 134,641 shares; 2025Q3: 142,025 shares; 2025Q4: 193,043 shares; 2026Q1: 193,531 shares 193,531 $5.33M 0.03% +488 Timeline VXF 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: 2,661 shares; 2024Q4: 4,750 shares; 2025Q1: 6,861 shares; 2025Q2: 8,189 shares; 2025Q3: 11,014 shares; 2025Q4: 29,290 shares; 2026Q1: 25,906 shares 25,906 $5.33M 0.03% -3,384 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 17,638 shares; 2025Q1: 21,829 shares; 2025Q2: 23,052 shares; 2025Q3: 25,342 shares; 2025Q4: 24,069 shares; 2026Q1: 24,611 shares 24,611 $5.33M 0.03% +542 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 4,076 shares; 2025Q1: 3,688 shares; 2025Q2: 3,525 shares; 2025Q3: 14,931 shares; 2025Q4: 41,800 shares; 2026Q1: 43,752 shares 43,752 $5.28M 0.03% +1,952 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,823 shares; 2025Q4: 133,625 shares; 2026Q1: 150,224 shares 150,224 $5.26M 0.03% +16,599 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,847 shares; 2025Q1: 40,662 shares; 2025Q2: 38,066 shares; 2025Q3: 39,576 shares; 2025Q4: 40,792 shares; 2026Q1: 41,378 shares 41,378 $5.23M 0.03% +586 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,849 shares; 2024Q4: 24,675 shares; 2025Q1: 89,419 shares; 2025Q2: 87,711 shares; 2025Q3: 87,769 shares; 2025Q4: 92,335 shares; 2026Q1: 94,290 shares 94,290 $5.22M 0.03% +1,955 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 3,910 shares; 2025Q1: 18,812 shares; 2025Q2: 26,027 shares; 2025Q3: 30,940 shares; 2025Q4: 47,718 shares; 2026Q1: 52,726 shares 52,726 $5.2M 0.03% +5,008 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 30,613 shares; 2025Q1: 31,654 shares; 2025Q2: 34,651 shares; 2025Q3: 39,148 shares; 2025Q4: 38,232 shares; 2026Q1: 40,978 shares 40,978 $5.2M 0.03% +2,746 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 8,029 shares; 2025Q1: 9,404 shares; 2025Q2: 11,339 shares; 2025Q3: 13,777 shares; 2025Q4: 17,182 shares; 2026Q1: 19,476 shares 19,476 $5.18M 0.03% +2,294 Timeline SCHF 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: 10,529 shares; 2024Q4: 19,349 shares; 2025Q1: 18,642 shares; 2025Q2: 18,225 shares; 2025Q3: 20,662 shares; 2025Q4: 280,357 shares; 2026Q1: 207,134 shares 207,134 $5.17M 0.03% -73,223 Timeline SPSB 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: 14,654 shares; 2024Q4: 30,942 shares; 2025Q1: 50,641 shares; 2025Q2: 190,691 shares; 2025Q3: 184,047 shares; 2025Q4: 176,596 shares; 2026Q1: 171,568 shares 171,568 $5.16M 0.03% -5,028 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 7,148 shares; 2025Q1: 9,030 shares; 2025Q2: 9,282 shares; 2025Q3: 11,909 shares; 2025Q4: 13,417 shares; 2026Q1: 13,122 shares 13,122 $5.14M 0.03% -295 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: 33,729 shares; 2024Q4: 44,137 shares; 2025Q1: 46,447 shares; 2025Q2: 48,734 shares; 2025Q3: 54,590 shares; 2025Q4: 62,414 shares; 2026Q1: 63,444 shares 63,444 $5.14M 0.03% +1,030 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 30,977 shares; 2025Q1: 32,647 shares; 2025Q2: 43,192 shares; 2025Q3: 46,838 shares; 2025Q4: 46,264 shares; 2026Q1: 54,968 shares 54,968 $5.14M 0.03% +8,704 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,678 shares; 2024Q4: 24,865 shares; 2025Q1: 45,010 shares; 2025Q2: 53,271 shares; 2025Q3: 63,418 shares; 2025Q4: 58,453 shares; 2026Q1: 56,285 shares 56,285 $5.12M 0.03% -2,168 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 122,054 shares; 2025Q1: 117,349 shares; 2025Q2: 122,809 shares; 2025Q3: 136,370 shares; 2025Q4: 171,450 shares; 2026Q1: 187,177 shares 187,177 $5.07M 0.03% +15,727 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 439 shares; 2025Q1: 521 shares; 2025Q2: 791 shares; 2025Q3: 952 shares; 2025Q4: 1,022 shares; 2026Q1: 1,164 shares 1,164 $5.03M 0.02% +142 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 14,923 shares; 2025Q1: 47,482 shares; 2025Q2: 60,684 shares; 2025Q3: 65,328 shares; 2025Q4: 94,571 shares; 2026Q1: 107,836 shares 107,836 $5.01M 0.02% +13,265 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,519 shares; 2024Q4: 20,456 shares; 2025Q1: 18,350 shares; 2025Q2: 23,587 shares; 2025Q3: 23,891 shares; 2025Q4: 26,696 shares; 2026Q1: 25,204 shares 25,204 $5M 0.02% -1,492 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: 17,558 shares; 2024Q4: 18,971 shares; 2025Q1: 31,492 shares; 2025Q2: 39,968 shares; 2025Q3: 35,414 shares; 2025Q4: 188,978 shares; 2026Q1: 248,033 shares 248,033 $5M 0.02% +59,055 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: 30,713 shares; 2024Q4: 31,868 shares; 2025Q1: 27,782 shares; 2025Q2: 38,944 shares; 2025Q3: 52,234 shares; 2025Q4: 77,563 shares; 2026Q1: 94,867 shares 94,867 $4.98M 0.02% +17,304 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: 8,912 shares; 2024Q4: 22,591 shares; 2025Q1: 49,267 shares; 2025Q2: 66,111 shares; 2025Q3: 79,270 shares; 2025Q4: 81,629 shares; 2026Q1: 97,610 shares 97,610 $4.94M 0.02% +15,981 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: 1,655 shares; 2024Q4: 8,156 shares; 2025Q1: 8,634 shares; 2025Q2: 8,695 shares; 2025Q3: 8,922 shares; 2025Q4: 9,360 shares; 2026Q1: 9,093 shares 9,093 $4.94M 0.02% -267 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 12,221 shares; 2025Q1: 11,418 shares; 2025Q2: 13,966 shares; 2025Q3: 15,644 shares; 2025Q4: 17,491 shares; 2026Q1: 16,791 shares 16,791 $4.9M 0.02% -700 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 66,522 shares; 2025Q1: 75,460 shares; 2025Q2: 64,558 shares; 2025Q3: 66,286 shares; 2025Q4: 79,712 shares; 2026Q1: 101,127 shares 101,127 $4.9M 0.02% +21,415 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 9,416 shares; 2025Q1: 9,948 shares; 2025Q2: 11,449 shares; 2025Q3: 12,859 shares; 2025Q4: 11,709 shares; 2026Q1: 13,412 shares 13,412 $4.89M 0.02% +1,703 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,519 shares; 2024Q4: 93,369 shares; 2025Q1: 103,213 shares; 2025Q2: 116,254 shares; 2025Q3: 109,671 shares; 2025Q4: 109,900 shares; 2026Q1: 116,352 shares 116,352 $4.85M 0.02% +6,452 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 15,115 shares; 2025Q1: 15,822 shares; 2025Q2: 16,767 shares; 2025Q3: 17,345 shares; 2025Q4: 18,951 shares; 2026Q1: 19,312 shares 19,312 $4.84M 0.02% +361 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,543 shares; 2024Q4: 160,222 shares; 2025Q1: 194,651 shares; 2025Q2: 195,651 shares; 2025Q3: 195,289 shares; 2025Q4: 210,600 shares; 2026Q1: 211,544 shares 211,544 $4.81M 0.02% +944 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,274 shares; 2025Q3: 89,874 shares; 2025Q4: 92,611 shares; 2026Q1: 96,719 shares 96,719 $4.79M 0.02% +4,108 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,565 shares; 2024Q4: 54,403 shares; 2025Q1: 59,650 shares; 2025Q2: 63,346 shares; 2025Q3: 65,650 shares; 2025Q4: 70,772 shares; 2026Q1: 63,719 shares 63,719 $4.78M 0.02% -7,053 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,407 shares; 2026Q1: 89,559 shares 89,559 $4.76M 0.02% +80,152 Timeline SOXX 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: 1,641 shares; 2024Q4: 10,355 shares; 2025Q1: 12,613 shares; 2025Q2: 12,604 shares; 2025Q3: 13,848 shares; 2025Q4: 15,034 shares; 2026Q1: 14,478 shares 14,478 $4.76M 0.02% -556 Timeline DVYE 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: 84,912 shares; 2024Q4: 125,155 shares; 2025Q1: 131,434 shares; 2025Q2: 134,213 shares; 2025Q3: 137,825 shares; 2025Q4: 140,233 shares; 2026Q1: 138,295 shares 138,295 $4.75M 0.02% -1,938 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 23,888 shares; 2025Q1: 26,713 shares; 2025Q2: 24,929 shares; 2025Q3: 25,973 shares; 2025Q4: 27,412 shares; 2026Q1: 27,538 shares 27,538 $4.73M 0.02% +126 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,827 shares; 2025Q3: 20,114 shares; 2025Q4: 59,957 shares; 2026Q1: 60,887 shares 60,887 $4.72M 0.02% +930 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 11,242 shares; 2025Q1: 12,885 shares; 2025Q2: 57,865 shares; 2025Q3: 63,422 shares; 2025Q4: 63,453 shares; 2026Q1: 70,066 shares 70,066 $4.71M 0.02% +6,613 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: 6,815 shares; 2024Q4: 9,959 shares; 2025Q1: 12,471 shares; 2025Q2: 12,636 shares; 2025Q3: 12,767 shares; 2025Q4: 16,178 shares; 2026Q1: 17,607 shares 17,607 $4.69M 0.02% +1,429 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: 13,429 shares; 2024Q4: 19,273 shares; 2025Q1: 22,283 shares; 2025Q2: 132,649 shares; 2025Q3: 129,526 shares; 2025Q4: 223,807 shares; 2026Q1: 239,136 shares 239,136 $4.69M 0.02% +15,329 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 35,524 shares; 2025Q1: 41,105 shares; 2025Q2: 46,864 shares; 2025Q3: 48,403 shares; 2025Q4: 50,586 shares; 2026Q1: 55,242 shares 55,242 $4.67M 0.02% +4,656 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,543 shares; 2024Q4: 14,215 shares; 2025Q1: 17,571 shares; 2025Q2: 20,069 shares; 2025Q3: 23,446 shares; 2025Q4: 26,457 shares; 2026Q1: 22,376 shares 22,376 $4.67M 0.02% -4,081 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: 25,497 shares; 2026Q1: 61,804 shares 61,804 $4.67M 0.02% +36,307 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: 13,421 shares; 2024Q4: 16,651 shares; 2025Q1: 22,084 shares; 2025Q2: 29,466 shares; 2025Q3: 37,116 shares; 2025Q4: 52,884 shares; 2026Q1: 52,367 shares 52,367 $4.66M 0.02% -517 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: not reported; 2024Q4: not reported; 2025Q1: 206,544 shares; 2025Q2: 258,673 shares; 2025Q3: 224,248 shares; 2025Q4: 221,203 shares; 2026Q1: 215,411 shares 215,411 $4.65M 0.02% -5,792 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,554 shares; 2025Q4: 87,017 shares; 2026Q1: 103,116 shares 103,116 $4.62M 0.02% +16,099 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: 9,172 shares; 2024Q4: 24,082 shares; 2025Q1: 29,914 shares; 2025Q2: 30,129 shares; 2025Q3: 31,748 shares; 2025Q4: 46,325 shares; 2026Q1: 38,914 shares 38,914 $4.62M 0.02% -7,411 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: 40,349 shares; 2024Q4: 45,868 shares; 2025Q1: 77,843 shares; 2025Q2: 123,467 shares; 2025Q3: 150,090 shares; 2025Q4: 188,564 shares; 2026Q1: 186,140 shares 186,140 $4.58M 0.02% -2,424 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: 17,969 shares; 2024Q4: 164,672 shares; 2025Q1: 307,229 shares; 2025Q2: 302,832 shares; 2025Q3: 234,129 shares; 2025Q4: 241,017 shares; 2026Q1: 241,648 shares 241,648 $4.58M 0.02% +631 Timeline BSCQ 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: 29,133 shares; 2024Q4: 116,258 shares; 2025Q1: 114,461 shares; 2025Q2: 232,358 shares; 2025Q3: 222,898 shares; 2025Q4: 232,635 shares; 2026Q1: 233,502 shares 233,502 $4.56M 0.02% +867 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: 6,192 shares; 2024Q4: 41,241 shares; 2025Q1: 39,784 shares; 2025Q2: 39,965 shares; 2025Q3: 38,138 shares; 2025Q4: 47,666 shares; 2026Q1: 60,555 shares 60,555 $4.53M 0.02% +12,889 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: 11,753 shares; 2024Q4: 15,331 shares; 2025Q1: 12,883 shares; 2025Q2: 13,195 shares; 2025Q3: 16,598 shares; 2025Q4: 40,774 shares; 2026Q1: 60,036 shares 60,036 $4.53M 0.02% +19,262 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,055 shares; 2025Q1: 14,118 shares; 2025Q2: 16,327 shares; 2025Q3: 18,045 shares; 2025Q4: 18,562 shares; 2026Q1: 33,964 shares 33,964 $4.52M 0.02% +15,402 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 27,740 shares; 2025Q1: 26,838 shares; 2025Q2: 28,169 shares; 2025Q3: 27,095 shares; 2025Q4: 23,535 shares; 2026Q1: 20,921 shares 20,921 $4.52M 0.02% -2,614 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: 61,766 shares; 2024Q4: 57,669 shares; 2025Q1: 63,379 shares; 2025Q2: 55,046 shares; 2025Q3: 54,180 shares; 2025Q4: 45,244 shares; 2026Q1: 60,173 shares 60,173 $4.5M 0.02% +14,929 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: 12,400 shares; 2025Q2: 23,580 shares; 2025Q3: 31,845 shares; 2025Q4: 55,974 shares; 2026Q1: 131,603 shares 131,603 $4.47M 0.02% +75,629 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: 17,909 shares; 2024Q4: 29,190 shares; 2025Q1: 30,929 shares; 2025Q2: 37,994 shares; 2025Q3: 41,503 shares; 2025Q4: 39,722 shares; 2026Q1: 46,535 shares 46,535 $4.45M 0.02% +6,813 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: 25,090 shares; 2024Q4: 21,716 shares; 2025Q1: 17,028 shares; 2025Q2: 12,474 shares; 2025Q3: 40,722 shares; 2025Q4: 60,256 shares; 2026Q1: 67,435 shares 67,435 $4.43M 0.02% +7,179 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,423 shares; 2024Q4: 17,576 shares; 2025Q1: 25,150 shares; 2025Q2: 40,487 shares; 2025Q3: 45,927 shares; 2025Q4: 56,699 shares; 2026Q1: 61,104 shares 61,104 $4.43M 0.02% +4,405 Timeline GRID 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: 12,525 shares; 2024Q4: 13,275 shares; 2025Q1: 18,583 shares; 2025Q2: 20,426 shares; 2025Q3: 20,620 shares; 2025Q4: 27,084 shares; 2026Q1: 27,016 shares 27,016 $4.41M 0.02% -68 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: 7,490 shares; 2024Q4: 7,550 shares; 2025Q1: 6,228 shares; 2025Q2: 16,499 shares; 2025Q3: 17,307 shares; 2025Q4: 18,626 shares; 2026Q1: 20,168 shares 20,168 $4.41M 0.02% +1,542 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,690 shares; 2024Q4: 130,778 shares; 2025Q1: 148,084 shares; 2025Q2: 159,276 shares; 2025Q3: 121,035 shares; 2025Q4: 114,775 shares; 2026Q1: 157,807 shares 157,807 $4.4M 0.02% +43,032 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: 40,653 shares; 2024Q4: 47,587 shares; 2025Q1: 51,436 shares; 2025Q2: 62,621 shares; 2025Q3: 63,256 shares; 2025Q4: 63,951 shares; 2026Q1: 66,198 shares 66,198 $4.39M 0.02% +2,247 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: 47,526 shares; 2024Q4: 128,345 shares; 2025Q1: 131,677 shares; 2025Q2: 100,530 shares; 2025Q3: 65,972 shares; 2025Q4: 86,172 shares; 2026Q1: 117,724 shares 117,724 $4.39M 0.02% +31,552 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 6,931 shares; 2025Q1: 8,318 shares; 2025Q2: 22,423 shares; 2025Q3: 18,962 shares; 2025Q4: 12,586 shares; 2026Q1: 11,069 shares 11,069 $4.37M 0.02% -1,517 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: 1,843 shares; 2024Q4: 3,079 shares; 2025Q1: 3,292 shares; 2025Q2: 7,475 shares; 2025Q3: 9,018 shares; 2025Q4: 8,980 shares; 2026Q1: 8,049 shares 8,049 $4.36M 0.02% -931 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 5,667 shares; 2025Q1: 8,180 shares; 2025Q2: 12,127 shares; 2025Q3: 14,025 shares; 2025Q4: 18,350 shares; 2026Q1: 21,184 shares 21,184 $4.36M 0.02% +2,834 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 4,357 shares; 2025Q1: 6,839 shares; 2025Q2: 8,294 shares; 2025Q3: 8,810 shares; 2025Q4: 8,912 shares; 2026Q1: 8,969 shares 8,969 $4.35M 0.02% +57 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: 6,186 shares; 2024Q4: 12,070 shares; 2025Q1: 11,485 shares; 2025Q2: 17,727 shares; 2025Q3: 19,835 shares; 2025Q4: 19,705 shares; 2026Q1: 29,568 shares 29,568 $4.33M 0.02% +9,863 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 44,258 shares; 2025Q1: 48,330 shares; 2025Q2: 48,622 shares; 2025Q3: 47,426 shares; 2025Q4: 48,770 shares; 2026Q1: 46,048 shares 46,048 $4.3M 0.02% -2,722 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: 36,268 shares; 2024Q4: 51,039 shares; 2025Q1: 56,016 shares; 2025Q2: 58,205 shares; 2025Q3: 75,592 shares; 2025Q4: 84,946 shares; 2026Q1: 69,266 shares 69,266 $4.3M 0.02% -15,680 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,010 shares; 2024Q4: 165,985 shares; 2025Q1: 145,606 shares; 2025Q2: 132,138 shares; 2025Q3: 106,231 shares; 2025Q4: 98,846 shares; 2026Q1: 93,067 shares 93,067 $4.3M 0.02% -5,779 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,309 shares; 2025Q1: 3,248 shares; 2025Q2: 6,563 shares; 2025Q3: 7,604 shares; 2025Q4: 26,878 shares; 2026Q1: 34,087 shares 34,087 $4.3M 0.02% +7,209 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: 7,583 shares; 2024Q4: 11,364 shares; 2025Q1: 12,711 shares; 2025Q2: 14,837 shares; 2025Q3: 15,360 shares; 2025Q4: 20,058 shares; 2026Q1: 20,532 shares 20,532 $4.29M 0.02% +474 Timeline ESGD 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: 2,752 shares; 2024Q4: 25,697 shares; 2025Q1: 28,716 shares; 2025Q2: 31,873 shares; 2025Q3: 31,026 shares; 2025Q4: 49,608 shares; 2026Q1: 44,811 shares 44,811 $4.28M 0.02% -4,797 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: 46,143 shares; 2024Q4: 46,840 shares; 2025Q1: 53,028 shares; 2025Q2: 55,966 shares; 2025Q3: 56,623 shares; 2025Q4: 56,472 shares; 2026Q1: 54,157 shares 54,157 $4.27M 0.02% -2,315 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 12,922 shares; 2025Q1: 13,576 shares; 2025Q2: 16,358 shares; 2025Q3: 17,986 shares; 2025Q4: 20,345 shares; 2026Q1: 23,067 shares 23,067 $4.26M 0.02% +2,722 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: 9,212 shares; 2024Q4: 11,043 shares; 2025Q1: 12,884 shares; 2025Q2: 14,465 shares; 2025Q3: 16,384 shares; 2025Q4: 19,139 shares; 2026Q1: 19,812 shares 19,812 $4.25M 0.02% +673 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,888 shares; 2025Q2: 38,998 shares; 2025Q3: 56,870 shares; 2025Q4: 84,458 shares; 2026Q1: 90,337 shares 90,337 $4.25M 0.02% +5,879 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,973 shares; 2025Q1: 42,858 shares; 2025Q2: 43,090 shares; 2025Q3: 49,716 shares; 2025Q4: 55,904 shares; 2026Q1: 66,291 shares 66,291 $4.24M 0.02% +10,387 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: 2,719 shares; 2024Q4: 3,022 shares; 2025Q1: 3,551 shares; 2025Q2: 3,505 shares; 2025Q3: 4,694 shares; 2025Q4: 9,768 shares; 2026Q1: 16,668 shares 16,668 $4.23M 0.02% +6,900 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: 1,942 shares; 2024Q4: 5,382 shares; 2025Q1: 6,122 shares; 2025Q2: 3,850 shares; 2025Q3: 3,466 shares; 2025Q4: 4,853 shares; 2026Q1: 5,404 shares 5,404 $4.18M 0.02% +551 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,017 shares; 2025Q1: 6,671 shares; 2025Q2: 9,472 shares; 2025Q3: 10,845 shares; 2025Q4: 15,678 shares; 2026Q1: 15,060 shares 15,060 $4.16M 0.02% -618 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 7,100 shares; 2025Q1: 5,982 shares; 2025Q2: 5,668 shares; 2025Q3: 5,982 shares; 2025Q4: 8,921 shares; 2026Q1: 9,362 shares 9,362 $4.15M 0.02% +441 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,904 shares; 2024Q4: 13,954 shares; 2025Q1: 18,425 shares; 2025Q2: 22,652 shares; 2025Q3: 32,677 shares; 2025Q4: 36,756 shares; 2026Q1: 37,145 shares 37,145 $4.15M 0.02% +389 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,763 shares; 2025Q1: 64,352 shares; 2025Q2: 116,650 shares; 2025Q3: 132,769 shares; 2025Q4: 140,040 shares; 2026Q1: 143,904 shares 143,904 $4.13M 0.02% +3,864 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 11,547 shares; 2025Q1: 11,915 shares; 2025Q2: 12,629 shares; 2025Q3: 13,299 shares; 2025Q4: 13,984 shares; 2026Q1: 14,124 shares 14,124 $4.13M 0.02% +140 Timeline APMU 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: 26,461 shares; 2024Q4: 34,845 shares; 2025Q1: 74,297 shares; 2025Q2: 89,383 shares; 2025Q3: 101,145 shares; 2025Q4: 102,725 shares; 2026Q1: 165,646 shares 165,646 $4.12M 0.02% +62,921 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 2,652 shares; 2025Q1: 2,862 shares; 2025Q2: 3,741 shares; 2025Q3: 3,391 shares; 2025Q4: 3,756 shares; 2026Q1: 4,196 shares 4,196 $4.11M 0.02% +440 Timeline LQD 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: 8,342 shares; 2024Q4: 36,536 shares; 2025Q1: 16,055 shares; 2025Q2: 23,459 shares; 2025Q3: 31,300 shares; 2025Q4: 37,470 shares; 2026Q1: 37,749 shares 37,749 $4.11M 0.02% +279 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 3,026 shares; 2025Q1: 3,439 shares; 2025Q2: 4,831 shares; 2025Q3: 5,182 shares; 2025Q4: 4,341 shares; 2026Q1: 3,765 shares 3,765 $4.09M 0.02% -576 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,788 shares; 2024Q4: 21,081 shares; 2025Q1: 29,201 shares; 2025Q2: 52,054 shares; 2025Q3: 57,687 shares; 2025Q4: 130,667 shares; 2026Q1: 151,314 shares 151,314 $4.07M 0.02% +20,647 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,672 shares; 2024Q4: 91,540 shares; 2025Q1: 101,913 shares; 2025Q2: 63,881 shares; 2025Q3: 49,658 shares; 2025Q4: 42,474 shares; 2026Q1: 37,652 shares 37,652 $4.07M 0.02% -4,822 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241,558 shares 241,558 $4.05M 0.02% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 27,639 shares; 2025Q1: 29,169 shares; 2025Q2: 31,734 shares; 2025Q3: 34,389 shares; 2025Q4: 33,919 shares; 2026Q1: 33,387 shares 33,387 $4.05M 0.02% -532 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 10,510 shares; 2025Q1: 13,892 shares; 2025Q2: 18,943 shares; 2025Q3: 22,774 shares; 2025Q4: 27,140 shares; 2026Q1: 29,847 shares 29,847 $4.04M 0.02% +2,707 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: 4,773 shares; 2024Q4: 6,719 shares; 2025Q1: 7,493 shares; 2025Q2: 10,821 shares; 2025Q3: 11,963 shares; 2025Q4: 14,764 shares; 2026Q1: 14,249 shares 14,249 $4.03M 0.02% -515 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 234 shares; 2025Q1: 227 shares; 2025Q2: 579 shares; 2025Q3: 1,059 shares; 2025Q4: 971 shares; 2026Q1: 1,189 shares 1,189 $4.01M 0.02% +218 Timeline PSK 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: 33,097 shares; 2024Q4: 86,937 shares; 2025Q1: 88,728 shares; 2025Q2: 116,753 shares; 2025Q3: 117,765 shares; 2025Q4: 118,970 shares; 2026Q1: 130,181 shares 130,181 $4.01M 0.02% +11,211 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,879 shares; 2024Q4: 156,486 shares; 2025Q1: 142,537 shares; 2025Q2: 140,277 shares; 2025Q3: 117,504 shares; 2025Q4: 100,878 shares; 2026Q1: 72,572 shares 72,572 $4.01M 0.02% -28,306 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 9,479 shares; 2025Q1: 12,433 shares; 2025Q2: 16,342 shares; 2025Q3: 17,788 shares; 2025Q4: 19,634 shares; 2026Q1: 19,242 shares 19,242 $4M 0.02% -392 Timeline ACWV 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: 4,472 shares; 2024Q4: 34,486 shares; 2025Q1: 34,918 shares; 2025Q2: 35,167 shares; 2025Q3: 37,254 shares; 2025Q4: 35,786 shares; 2026Q1: 33,389 shares 33,389 $3.99M 0.02% -2,397 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,456 shares; 2025Q3: 20,228 shares; 2025Q4: 23,919 shares; 2026Q1: 72,434 shares 72,434 $3.98M 0.02% +48,515 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: 6,446 shares; 2024Q4: 12,559 shares; 2025Q1: 16,610 shares; 2025Q2: 20,792 shares; 2025Q3: 22,688 shares; 2025Q4: 25,645 shares; 2026Q1: 24,977 shares 24,977 $3.95M 0.02% -668 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: 6,111 shares; 2024Q4: 8,247 shares; 2025Q1: 10,157 shares; 2025Q2: 13,515 shares; 2025Q3: 14,788 shares; 2025Q4: 13,761 shares; 2026Q1: 13,094 shares 13,094 $3.95M 0.02% -667 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 27,516 shares; 2025Q1: 23,508 shares; 2025Q2: 29,198 shares; 2025Q3: 34,292 shares; 2025Q4: 35,127 shares; 2026Q1: 39,324 shares 39,324 $3.94M 0.02% +4,197 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,317 shares; 2024Q4: 264,351 shares; 2025Q1: 286,821 shares; 2025Q2: 290,402 shares; 2025Q3: 296,884 shares; 2025Q4: 322,032 shares; 2026Q1: 309,735 shares 309,735 $3.92M 0.02% -12,297 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,377 shares; 2025Q3: 17,740 shares; 2025Q4: 17,102 shares; 2026Q1: 16,571 shares 16,571 $3.92M 0.02% -531 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,266 shares; 2024Q4: 119,867 shares; 2025Q1: 107,253 shares; 2025Q2: 153,590 shares; 2025Q3: 164,511 shares; 2025Q4: 185,158 shares; 2026Q1: 183,289 shares 183,289 $3.91M 0.02% -1,869 Timeline IEF 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: 9,894 shares; 2024Q4: 15,935 shares; 2025Q1: 20,455 shares; 2025Q2: 30,070 shares; 2025Q3: 34,178 shares; 2025Q4: 37,252 shares; 2026Q1: 40,826 shares 40,826 $3.9M 0.02% +3,574 Timeline HYLB 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: 43,056 shares; 2024Q4: 100,251 shares; 2025Q1: 96,727 shares; 2025Q2: 105,980 shares; 2025Q3: 110,483 shares; 2025Q4: 103,554 shares; 2026Q1: 107,081 shares 107,081 $3.88M 0.02% +3,527 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,939 shares; 2024Q4: 53,108 shares; 2025Q1: 50,768 shares; 2025Q2: 48,620 shares; 2025Q3: 58,018 shares; 2025Q4: 63,204 shares; 2026Q1: 70,674 shares 70,674 $3.86M 0.02% +7,470 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,504 shares; 2025Q3: 5,982 shares; 2025Q4: 76,313 shares; 2026Q1: 75,860 shares 75,860 $3.84M 0.02% -453 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: 14,721 shares; 2024Q4: 20,067 shares; 2025Q1: 21,770 shares; 2025Q2: 78,782 shares; 2025Q3: 87,961 shares; 2025Q4: 86,877 shares; 2026Q1: 82,572 shares 82,572 $3.83M 0.02% -4,305 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 9,336 shares; 2025Q1: 10,065 shares; 2025Q2: 9,430 shares; 2025Q3: 14,906 shares; 2025Q4: 17,129 shares; 2026Q1: 18,487 shares 18,487 $3.82M 0.02% +1,358 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: 50,413 shares; 2024Q4: 76,596 shares; 2025Q1: 77,314 shares; 2025Q2: 89,527 shares; 2025Q3: 98,602 shares; 2025Q4: 107,205 shares; 2026Q1: 84,770 shares 84,770 $3.82M 0.02% -22,435 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: 17,530 shares; 2024Q4: 35,503 shares; 2025Q1: 41,397 shares; 2025Q2: 66,421 shares; 2025Q3: 79,809 shares; 2025Q4: 109,842 shares; 2026Q1: 108,749 shares 108,749 $3.81M 0.02% -1,093 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,624 shares; 2025Q4: 57,277 shares; 2026Q1: 59,289 shares 59,289 $3.81M 0.02% +2,012 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,739 shares; 2025Q4: 16,107 shares; 2026Q1: 25,857 shares 25,857 $3.8M 0.02% +9,750 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: not reported; 2024Q4: not reported; 2025Q1: 5,837 shares; 2025Q2: 10,773 shares; 2025Q3: 11,712 shares; 2025Q4: 46,331 shares; 2026Q1: 46,574 shares 46,574 $3.8M 0.02% +243 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,119 shares; 2025Q4: 92,766 shares; 2026Q1: 82,153 shares 82,153 $3.8M 0.02% -10,613 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 13,568 shares; 2025Q1: 15,666 shares; 2025Q2: 21,507 shares; 2025Q3: 22,950 shares; 2025Q4: 18,178 shares; 2026Q1: 23,672 shares 23,672 $3.79M 0.02% +5,494 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: 5,965 shares; 2024Q4: 9,582 shares; 2025Q1: 16,523 shares; 2025Q2: 21,966 shares; 2025Q3: 24,926 shares; 2025Q4: 31,336 shares; 2026Q1: 43,634 shares 43,634 $3.79M 0.02% +12,298 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: 17,633 shares; 2024Q4: 17,426 shares; 2025Q1: 17,177 shares; 2025Q2: 24,040 shares; 2025Q3: 23,961 shares; 2025Q4: 39,445 shares; 2026Q1: 56,756 shares 56,756 $3.78M 0.02% +17,311 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: 5,142 shares; 2024Q4: 6,963 shares; 2025Q1: 9,498 shares; 2025Q2: 11,003 shares; 2025Q3: 12,314 shares; 2025Q4: 15,848 shares; 2026Q1: 15,693 shares 15,693 $3.76M 0.02% -155 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 17,878 shares; 2025Q1: 17,808 shares; 2025Q2: 18,441 shares; 2025Q3: 19,023 shares; 2025Q4: 21,006 shares; 2026Q1: 21,272 shares 21,272 $3.76M 0.02% +266 Timeline AUSF 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: 20,138 shares; 2024Q4: 30,931 shares; 2025Q1: 42,926 shares; 2025Q2: 55,118 shares; 2025Q3: 55,860 shares; 2025Q4: 66,638 shares; 2026Q1: 76,932 shares 76,932 $3.75M 0.02% +10,294 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 19,983 shares; 2025Q1: 24,908 shares; 2025Q2: 28,939 shares; 2025Q3: 30,519 shares; 2025Q4: 39,784 shares; 2026Q1: 46,092 shares 46,092 $3.71M 0.02% +6,308 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly 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: 48,875 shares; 2025Q4: 270,833 shares; 2026Q1: 264,526 shares 264,526 $3.7M 0.02% -6,307 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: not reported; 2024Q4: 27,487 shares; 2025Q1: 26,851 shares; 2025Q2: 29,538 shares; 2025Q3: 28,628 shares; 2025Q4: 29,033 shares; 2026Q1: 29,081 shares 29,081 $3.7M 0.02% +48 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: 7,461 shares; 2024Q4: 11,101 shares; 2025Q1: 15,359 shares; 2025Q2: 17,245 shares; 2025Q3: 22,488 shares; 2025Q4: 17,825 shares; 2026Q1: 12,475 shares 12,475 $3.69M 0.02% -5,350 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,551 shares; 2025Q1: 40,912 shares; 2025Q2: 64,003 shares; 2025Q3: 46,152 shares; 2025Q4: 60,347 shares; 2026Q1: 74,098 shares 74,098 $3.68M 0.02% +13,751 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,462 shares; 2025Q1: 55,856 shares; 2025Q2: 82,341 shares; 2025Q3: 105,907 shares; 2025Q4: 85,211 shares; 2026Q1: 123,461 shares 123,461 $3.67M 0.02% +38,250 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 19,672 shares; 2025Q1: 22,830 shares; 2025Q2: 77,463 shares; 2025Q3: 79,360 shares; 2025Q4: 86,576 shares; 2026Q1: 76,096 shares 76,096 $3.66M 0.02% -10,480 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: 4,421 shares; 2024Q4: 5,734 shares; 2025Q1: 8,680 shares; 2025Q2: 11,336 shares; 2025Q3: 11,857 shares; 2025Q4: 16,291 shares; 2026Q1: 19,258 shares 19,258 $3.65M 0.02% +2,967 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,413 shares; 2024Q4: 37,832 shares; 2025Q1: 41,124 shares; 2025Q2: 50,765 shares; 2025Q3: 48,455 shares; 2025Q4: 45,593 shares; 2026Q1: 55,777 shares 55,777 $3.65M 0.02% +10,184 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,365 shares; 2025Q4: 49,808 shares; 2026Q1: 46,132 shares 46,132 $3.65M 0.02% -3,676 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: 7,894 shares; 2024Q4: 9,778 shares; 2025Q1: 11,336 shares; 2025Q2: 14,951 shares; 2025Q3: 16,773 shares; 2025Q4: 17,817 shares; 2026Q1: 17,309 shares 17,309 $3.65M 0.02% -508 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,072 shares; 2026Q1: 41,245 shares 41,245 $3.63M 0.02% +31,173 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,192 shares; 2024Q4: 22,467 shares; 2025Q1: 28,277 shares; 2025Q2: 41,117 shares; 2025Q3: 44,769 shares; 2025Q4: 46,578 shares; 2026Q1: 54,955 shares 54,955 $3.63M 0.02% +8,377 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: 4,089 shares; 2024Q4: 5,112 shares; 2025Q1: 6,548 shares; 2025Q2: 9,737 shares; 2025Q3: 11,399 shares; 2025Q4: 12,118 shares; 2026Q1: 11,213 shares 11,213 $3.62M 0.02% -905 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,093 shares; 2024Q4: 24,575 shares; 2025Q1: 26,303 shares; 2025Q2: 24,601 shares; 2025Q3: 70,408 shares; 2025Q4: 78,088 shares; 2026Q1: 59,800 shares 59,800 $3.61M 0.02% -18,288 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 2,974 shares; 2025Q1: 11,385 shares; 2025Q2: 11,139 shares; 2025Q3: 15,293 shares; 2025Q4: 24,724 shares; 2026Q1: 24,803 shares 24,803 $3.6M 0.02% +79 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,252 shares; 2024Q4: 95,501 shares; 2025Q1: 99,882 shares; 2025Q2: 127,061 shares; 2025Q3: 136,070 shares; 2025Q4: 216,501 shares; 2026Q1: 237,788 shares 237,788 $3.57M 0.02% +21,287 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,830 shares; 2026Q1: 30,990 shares 30,990 $3.57M 0.02% +2,160 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: 70,710 shares; 2024Q4: 90,398 shares; 2025Q1: 92,998 shares; 2025Q2: 127,908 shares; 2025Q3: 119,822 shares; 2025Q4: 198,033 shares; 2026Q1: 138,687 shares 138,687 $3.57M 0.02% -59,346 Timeline NUMV 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: 7,136 shares; 2024Q4: 18,604 shares; 2025Q1: 17,566 shares; 2025Q2: 17,566 shares; 2025Q3: 17,356 shares; 2025Q4: 60,120 shares; 2026Q1: 91,749 shares 91,749 $3.56M 0.02% +31,629 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: 1,052 shares; 2024Q4: 1,527 shares; 2025Q1: 3,088 shares; 2025Q2: 5,927 shares; 2025Q3: 6,383 shares; 2025Q4: 7,233 shares; 2026Q1: 6,326 shares 6,326 $3.55M 0.02% -907 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,153 shares; 2025Q1: 8,059 shares; 2025Q2: 10,224 shares; 2025Q3: 10,070 shares; 2025Q4: 12,236 shares; 2026Q1: 12,140 shares 12,140 $3.55M 0.02% -96 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,980 shares; 2025Q3: 118,668 shares; 2025Q4: 190,107 shares; 2026Q1: 154,335 shares 154,335 $3.54M 0.02% -35,772 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,422 shares; 2024Q4: 28,288 shares; 2025Q1: 31,138 shares; 2025Q2: 33,036 shares; 2025Q3: 36,510 shares; 2025Q4: 41,445 shares; 2026Q1: 40,268 shares 40,268 $3.53M 0.02% -1,177 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: 1,938 shares; 2025Q1: 4,159 shares; 2025Q2: 4,490 shares; 2025Q3: 5,853 shares; 2025Q4: 6,380 shares; 2026Q1: 8,824 shares 8,824 $3.52M 0.02% +2,444 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 23,096 shares; 2025Q1: 18,897 shares; 2025Q2: 24,938 shares; 2025Q3: 30,773 shares; 2025Q4: 31,229 shares; 2026Q1: 44,201 shares 44,201 $3.52M 0.02% +12,972 Timeline FDM 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: 38,228 shares; 2025Q1: 39,655 shares; 2025Q2: 42,870 shares; 2025Q3: 44,254 shares; 2025Q4: 45,017 shares; 2026Q1: 42,823 shares 42,823 $3.52M 0.02% -2,194 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,037 shares; 2024Q4: 56,007 shares; 2025Q1: 30,985 shares; 2025Q2: 30,417 shares; 2025Q3: 33,220 shares; 2025Q4: 28,176 shares; 2026Q1: 42,746 shares 42,746 $3.5M 0.02% +14,570 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 11,406 shares; 2025Q1: 8,560 shares; 2025Q2: 8,797 shares; 2025Q3: 12,552 shares; 2025Q4: 22,654 shares; 2026Q1: 24,121 shares 24,121 $3.5M 0.02% +1,467 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 79,703 shares; 2026Q1: 95,893 shares 95,893 $3.49M 0.02% +16,190 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: 15,661 shares; 2024Q4: 20,560 shares; 2025Q1: 21,537 shares; 2025Q2: 25,096 shares; 2025Q3: 28,148 shares; 2025Q4: 30,581 shares; 2026Q1: 34,919 shares 34,919 $3.49M 0.02% +4,338 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,221 shares; 2026Q1: 35,891 shares 35,891 $3.48M 0.02% +21,670 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,552 shares; 2024Q4: 14,968 shares; 2025Q1: 16,004 shares; 2025Q2: 42,399 shares; 2025Q3: 62,692 shares; 2025Q4: 134,105 shares; 2026Q1: 140,184 shares 140,184 $3.48M 0.02% +6,079 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,143 shares 48,143 $3.48M 0.02% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 61,161 shares; 2025Q1: 58,038 shares; 2025Q2: 56,483 shares; 2025Q3: 56,208 shares; 2025Q4: 69,946 shares; 2026Q1: 53,920 shares 53,920 $3.47M 0.02% -16,026 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 23,919 shares; 2025Q1: 29,953 shares; 2025Q2: 29,732 shares; 2025Q3: 75,465 shares; 2025Q4: 78,931 shares; 2026Q1: 79,456 shares 79,456 $3.47M 0.02% +525 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: 44,435 shares; 2024Q4: 53,554 shares; 2025Q1: 54,008 shares; 2025Q2: 69,873 shares; 2025Q3: 57,053 shares; 2025Q4: 70,752 shares; 2026Q1: 73,788 shares 73,788 $3.46M 0.02% +3,036 Timeline FBCV 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: 93,225 shares; 2024Q4: 93,225 shares; 2025Q1: 93,276 shares; 2025Q2: 93,276 shares; 2025Q3: 94,114 shares; 2025Q4: 95,846 shares; 2026Q1: 96,196 shares 96,196 $3.46M 0.02% +350 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: 17,703 shares; 2024Q4: 55,661 shares; 2025Q1: 54,187 shares; 2025Q2: 78,785 shares; 2025Q3: 92,261 shares; 2025Q4: 117,697 shares; 2026Q1: 134,641 shares 134,641 $3.43M 0.02% +16,944 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,292 shares; 2024Q4: 34,308 shares; 2025Q1: 36,900 shares; 2025Q2: 41,484 shares; 2025Q3: 61,441 shares; 2025Q4: 67,699 shares; 2026Q1: 69,856 shares 69,856 $3.42M 0.02% +2,157 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 15,215 shares; 2025Q1: 17,197 shares; 2025Q2: 28,151 shares; 2025Q3: 25,646 shares; 2025Q4: 28,322 shares; 2026Q1: 38,252 shares 38,252 $3.42M 0.02% +9,930 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: 32,877 shares; 2024Q4: 46,819 shares; 2025Q1: 59,060 shares; 2025Q2: 84,449 shares; 2025Q3: 100,885 shares; 2025Q4: 97,902 shares; 2026Q1: 103,139 shares 103,139 $3.42M 0.02% +5,237 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 11,029 shares; 2025Q1: 12,111 shares; 2025Q2: 20,258 shares; 2025Q3: 22,336 shares; 2025Q4: 27,723 shares; 2026Q1: 30,194 shares 30,194 $3.42M 0.02% +2,471 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: 4,215 shares; 2024Q4: 7,092 shares; 2025Q1: 9,402 shares; 2025Q2: 17,885 shares; 2025Q3: 18,889 shares; 2025Q4: 18,252 shares; 2026Q1: 17,432 shares 17,432 $3.41M 0.02% -820 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,063 shares; 2024Q4: 48,111 shares; 2025Q1: 44,662 shares; 2025Q2: 88,047 shares; 2025Q3: 146,756 shares; 2025Q4: 273,355 shares; 2026Q1: 300,808 shares 300,808 $3.39M 0.02% +27,453 Timeline IVOV 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: 34,513 shares; 2024Q4: 34,425 shares; 2025Q1: 34,796 shares; 2025Q2: 35,729 shares; 2025Q3: 35,672 shares; 2025Q4: 35,296 shares; 2026Q1: 33,201 shares 33,201 $3.39M 0.02% -2,095 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 26,835 shares; 2025Q1: 38,682 shares; 2025Q2: 78,070 shares; 2025Q3: 159,229 shares; 2025Q4: 167,240 shares; 2026Q1: 171,488 shares 171,488 $3.39M 0.02% +4,248 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,985 shares; 2025Q1: 5,063 shares; 2025Q2: 21,616 shares; 2025Q3: 27,528 shares; 2025Q4: 20,128 shares; 2026Q1: 22,169 shares 22,169 $3.38M 0.02% +2,041 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,143 shares; 2024Q4: 11,225 shares; 2025Q1: 17,682 shares; 2025Q2: 25,218 shares; 2025Q3: 39,859 shares; 2025Q4: 41,506 shares; 2026Q1: 41,908 shares 41,908 $3.38M 0.02% +402 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,969 shares; 2024Q4: 204,783 shares; 2025Q1: 193,009 shares; 2025Q2: 175,642 shares; 2025Q3: 154,912 shares; 2025Q4: 128,714 shares; 2026Q1: 75,457 shares 75,457 $3.37M 0.02% -53,257 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: 19,733 shares; 2024Q4: 26,176 shares; 2025Q1: 27,398 shares; 2025Q2: 46,217 shares; 2025Q3: 54,395 shares; 2025Q4: 85,507 shares; 2026Q1: 82,847 shares 82,847 $3.35M 0.02% -2,660 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,680 shares 208,680 $3.35M 0.02% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 12,230 shares; 2025Q1: 9,456 shares; 2025Q2: 9,750 shares; 2025Q3: 11,712 shares; 2025Q4: 18,412 shares; 2026Q1: 20,221 shares 20,221 $3.35M 0.02% +1,809 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: 14,524 shares; 2024Q4: 58,769 shares; 2025Q1: 56,540 shares; 2025Q2: 58,504 shares; 2025Q3: 52,166 shares; 2025Q4: 47,115 shares; 2026Q1: 51,498 shares 51,498 $3.34M 0.02% +4,383 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 1,266 shares; 2025Q1: 1,775 shares; 2025Q2: 1,807 shares; 2025Q3: 1,782 shares; 2025Q4: 3,438 shares; 2026Q1: 5,510 shares 5,510 $3.33M 0.02% +2,072 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,147 shares; 2025Q3: 7,076 shares; 2025Q4: 7,078 shares; 2026Q1: 80,289 shares 80,289 $3.33M 0.02% +73,211 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,746 shares; 2025Q2: 21,363 shares; 2025Q3: 30,310 shares; 2025Q4: 54,941 shares; 2026Q1: 68,124 shares 68,124 $3.32M 0.02% +13,183 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: 9,142 shares; 2024Q4: 13,777 shares; 2025Q1: 15,014 shares; 2025Q2: 15,209 shares; 2025Q3: 15,749 shares; 2025Q4: 19,211 shares; 2026Q1: 19,624 shares 19,624 $3.31M 0.02% +413 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: 23,212 shares; 2024Q4: 38,653 shares; 2025Q1: 38,926 shares; 2025Q2: 88,264 shares; 2025Q3: 95,790 shares; 2025Q4: 93,305 shares; 2026Q1: 60,115 shares 60,115 $3.31M 0.02% -33,190 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,043 shares; 2024Q4: 8,691 shares; 2025Q1: 10,640 shares; 2025Q2: 10,794 shares; 2025Q3: 18,122 shares; 2025Q4: 26,160 shares; 2026Q1: 27,920 shares 27,920 $3.3M 0.02% +1,760 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: 7,637 shares; 2024Q4: 10,879 shares; 2025Q1: 14,694 shares; 2025Q2: 14,400 shares; 2025Q3: 15,244 shares; 2025Q4: 23,339 shares; 2026Q1: 22,976 shares 22,976 $3.3M 0.02% -363 Timeline ACWX 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: 4,279 shares; 2025Q4: 13,924 shares; 2026Q1: 48,067 shares 48,067 $3.29M 0.02% +34,143 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,872 shares; 2024Q4: 93,148 shares; 2025Q1: 96,716 shares; 2025Q2: 94,733 shares; 2025Q3: 104,577 shares; 2025Q4: 103,787 shares; 2026Q1: 175,575 shares 175,575 $3.29M 0.02% +71,788 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 7,961 shares; 2025Q1: 12,174 shares; 2025Q2: 12,833 shares; 2025Q3: 13,472 shares; 2025Q4: 13,264 shares; 2026Q1: 15,563 shares 15,563 $3.28M 0.02% +2,299 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 41,836 shares; 2025Q1: 45,835 shares; 2025Q2: 50,158 shares; 2025Q3: 51,394 shares; 2025Q4: 52,991 shares; 2026Q1: 57,443 shares 57,443 $3.28M 0.02% +4,452 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: 15,033 shares; 2024Q4: 17,822 shares; 2025Q1: 18,132 shares; 2025Q2: 24,807 shares; 2025Q3: 27,209 shares; 2025Q4: 30,910 shares; 2026Q1: 28,307 shares 28,307 $3.27M 0.02% -2,603 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP 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: 354,707 shares; 2026Q1: 321,034 shares 321,034 $3.26M 0.02% -33,673 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: 26,547 shares; 2024Q4: 36,067 shares; 2025Q1: 36,220 shares; 2025Q2: 38,940 shares; 2025Q3: 41,078 shares; 2025Q4: 46,974 shares; 2026Q1: 46,688 shares 46,688 $3.23M 0.02% -286 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: 23,206 shares; 2024Q4: 24,138 shares; 2025Q1: 23,721 shares; 2025Q2: 24,223 shares; 2025Q3: 24,142 shares; 2025Q4: 28,434 shares; 2026Q1: 37,339 shares 37,339 $3.23M 0.02% +8,905 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: 7,100 shares; 2024Q4: 8,893 shares; 2025Q1: 10,225 shares; 2025Q2: 12,968 shares; 2025Q3: 14,450 shares; 2025Q4: 16,740 shares; 2026Q1: 17,852 shares 17,852 $3.23M 0.02% +1,112 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224,817 shares; 2026Q1: 239,895 shares 239,895 $3.22M 0.02% +15,078 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,363 shares; 2026Q1: 64,493 shares 64,493 $3.21M 0.02% +20,130 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,826 shares; 2024Q4: 20,229 shares; 2025Q1: 25,044 shares; 2025Q2: 30,929 shares; 2025Q3: 33,354 shares; 2025Q4: 34,484 shares; 2026Q1: 49,716 shares 49,716 $3.21M 0.02% +15,232 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 1,073 shares; 2025Q1: 1,314 shares; 2025Q2: 1,498 shares; 2025Q3: 1,965 shares; 2025Q4: 1,921 shares; 2026Q1: 2,328 shares 2,328 $3.21M 0.02% +407 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,824 shares; 2024Q4: 276,824 shares; 2025Q1: 334,674 shares; 2025Q2: 330,674 shares; 2025Q3: 360,865 shares; 2025Q4: 371,034 shares; 2026Q1: 371,236 shares 371,236 $3.16M 0.02% +202 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,553 shares; 2024Q4: 22,582 shares; 2025Q1: 27,176 shares; 2025Q2: 33,304 shares; 2025Q3: 43,101 shares; 2025Q4: 44,530 shares; 2026Q1: 43,333 shares 43,333 $3.15M 0.02% -1,197 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: 7,360 shares; 2024Q4: 15,491 shares; 2025Q1: 16,510 shares; 2025Q2: 18,792 shares; 2025Q3: 17,832 shares; 2025Q4: 19,334 shares; 2026Q1: 22,555 shares 22,555 $3.14M 0.02% +3,221 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,607 shares; 2025Q1: 3,338 shares; 2025Q2: 11,113 shares; 2025Q3: 10,746 shares; 2025Q4: 11,434 shares; 2026Q1: 11,312 shares 11,312 $3.13M 0.02% -122 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,836 shares; 2025Q1: 22,338 shares; 2025Q2: 53,863 shares; 2025Q3: 55,952 shares; 2025Q4: 58,690 shares; 2026Q1: 61,675 shares 61,675 $3.12M 0.02% +2,985 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,707 shares; 2024Q4: 11,406 shares; 2025Q1: 10,476 shares; 2025Q2: 18,621 shares; 2025Q3: 22,827 shares; 2025Q4: 26,093 shares; 2026Q1: 58,369 shares 58,369 $3.11M 0.02% +32,276 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: 1,481 shares; 2024Q4: 2,081 shares; 2025Q1: 2,389 shares; 2025Q2: 6,240 shares; 2025Q3: 10,200 shares; 2025Q4: 12,756 shares; 2026Q1: 13,297 shares 13,297 $3.11M 0.02% +541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,472 shares; 2026Q1: 46,308 shares 46,308 $3.1M 0.02% +11,836 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,830 shares; 2025Q3: 45,980 shares; 2025Q4: 77,190 shares; 2026Q1: 118,017 shares 118,017 $3.1M 0.02% +40,827 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 14,530 shares; 2025Q1: 11,709 shares; 2025Q2: 18,481 shares; 2025Q3: 16,420 shares; 2025Q4: 37,117 shares; 2026Q1: 36,732 shares 36,732 $3.1M 0.02% -385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,934 shares; 2025Q4: 11,591 shares; 2026Q1: 11,588 shares 11,588 $3.07M 0.02% -3 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,546 shares; 2025Q1: 13,754 shares; 2025Q2: 14,836 shares; 2025Q3: 12,877 shares; 2025Q4: 17,338 shares; 2026Q1: 23,025 shares 23,025 $3.06M 0.02% +5,687 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 9,684 shares; 2025Q1: 10,263 shares; 2025Q2: 19,108 shares; 2025Q3: 20,421 shares; 2025Q4: 22,979 shares; 2026Q1: 22,563 shares 22,563 $3.05M 0.02% -416 Timeline FESM 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: 18,294 shares; 2025Q4: 57,865 shares; 2026Q1: 80,258 shares 80,258 $3.05M 0.02% +22,393 Timeline SPMD 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: 13,953 shares; 2025Q2: 48,642 shares; 2025Q3: 49,507 shares; 2025Q4: 50,251 shares; 2026Q1: 51,495 shares 51,495 $3.05M 0.02% +1,244 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,002 shares; 2024Q4: 16,109 shares; 2025Q1: 17,313 shares; 2025Q2: 19,721 shares; 2025Q3: 29,621 shares; 2025Q4: 62,199 shares; 2026Q1: 64,816 shares 64,816 $3.04M 0.02% +2,617 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,463 shares; 2024Q4: 26,539 shares; 2025Q1: 24,543 shares; 2025Q2: 24,496 shares; 2025Q3: 28,097 shares; 2025Q4: 31,217 shares; 2026Q1: 35,190 shares 35,190 $3.03M 0.01% +3,973 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,754 shares; 2024Q4: 21,006 shares; 2025Q1: 22,067 shares; 2025Q2: 28,973 shares; 2025Q3: 36,578 shares; 2025Q4: 66,468 shares; 2026Q1: 88,132 shares 88,132 $3.03M 0.01% +21,664 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,631 shares; 2025Q1: not reported; 2025Q2: 42,483 shares; 2025Q3: 53,964 shares; 2025Q4: 55,981 shares; 2026Q1: 63,211 shares 63,211 $3.03M 0.01% +7,230 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 9,293 shares; 2025Q1: 9,593 shares; 2025Q2: 9,850 shares; 2025Q3: 20,807 shares; 2025Q4: 23,912 shares; 2026Q1: 13,886 shares 13,886 $3.02M 0.01% -10,026 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,617 shares; 2024Q4: 43,388 shares; 2025Q1: 55,398 shares; 2025Q2: 22,919 shares; 2025Q3: 17,104 shares; 2025Q4: 18,784 shares; 2026Q1: 19,220 shares 19,220 $3.02M 0.01% +436 Timeline ESGE 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: 13,570 shares; 2024Q4: 53,495 shares; 2025Q1: 57,948 shares; 2025Q2: 58,251 shares; 2025Q3: 56,598 shares; 2025Q4: 66,548 shares; 2026Q1: 66,336 shares 66,336 $3.02M 0.01% -212 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: 10,793 shares; 2025Q2: 12,166 shares; 2025Q3: 14,309 shares; 2025Q4: 13,814 shares; 2026Q1: 28,107 shares 28,107 $3.01M 0.01% +14,293 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: 3,768 shares; 2024Q4: 4,302 shares; 2025Q1: 5,083 shares; 2025Q2: 6,816 shares; 2025Q3: 7,528 shares; 2025Q4: 9,639 shares; 2026Q1: 10,289 shares 10,289 $3M 0.01% +650 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,845 shares; 2025Q1: 1,958 shares; 2025Q2: 3,004 shares; 2025Q3: 2,813 shares; 2025Q4: 2,666 shares; 2026Q1: 4,022 shares 4,022 $2.99M 0.01% +1,356 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: 5,821 shares; 2024Q4: 8,149 shares; 2025Q1: 8,047 shares; 2025Q2: 8,738 shares; 2025Q3: 10,683 shares; 2025Q4: 14,132 shares; 2026Q1: 15,095 shares 15,095 $2.99M 0.01% +963 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,801 shares; 2025Q4: 131,159 shares; 2026Q1: 147,467 shares 147,467 $2.98M 0.01% +16,308 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 4,591 shares; 2025Q1: 4,543 shares; 2025Q2: 5,270 shares; 2025Q3: 5,831 shares; 2025Q4: 5,980 shares; 2026Q1: 6,427 shares 6,427 $2.98M 0.01% +447 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,461 shares; 2025Q4: 17,755 shares; 2026Q1: 20,790 shares 20,790 $2.98M 0.01% +3,035 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,721 shares; 2024Q4: 24,693 shares; 2025Q1: 29,259 shares; 2025Q2: 33,643 shares; 2025Q3: 123,433 shares; 2025Q4: 262,671 shares; 2026Q1: 265,331 shares 265,331 $2.98M 0.01% +2,660 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: 8,512 shares; 2024Q4: 16,636 shares; 2025Q1: 18,613 shares; 2025Q2: 28,018 shares; 2025Q3: 26,663 shares; 2025Q4: 24,599 shares; 2026Q1: 23,602 shares 23,602 $2.98M 0.01% -997 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: 3,828 shares; 2024Q4: 10,260 shares; 2025Q1: 10,593 shares; 2025Q2: 18,062 shares; 2025Q3: 18,750 shares; 2025Q4: 15,617 shares; 2026Q1: 15,049 shares 15,049 $2.97M 0.01% -568 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 5,767 shares; 2025Q1: 6,556 shares; 2025Q2: 8,571 shares; 2025Q3: 9,142 shares; 2025Q4: 10,003 shares; 2026Q1: 14,592 shares 14,592 $2.96M 0.01% +4,589 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,424 shares; 2025Q2: 35,235 shares; 2025Q3: 48,000 shares; 2025Q4: 65,219 shares; 2026Q1: 87,098 shares 87,098 $2.94M 0.01% +21,879 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: 22,761 shares; 2024Q4: 32,732 shares; 2025Q1: 34,018 shares; 2025Q2: 36,561 shares; 2025Q3: 39,244 shares; 2025Q4: 36,502 shares; 2026Q1: 41,165 shares 41,165 $2.94M 0.01% +4,663 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,440 shares; 2024Q4: 65,946 shares; 2025Q1: 121,427 shares; 2025Q2: 137,514 shares; 2025Q3: 161,254 shares; 2025Q4: 136,375 shares; 2026Q1: 160,585 shares 160,585 $2.93M 0.01% +24,210 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,010 shares; 2025Q1: 2,423 shares; 2025Q2: 2,941 shares; 2025Q3: 2,747 shares; 2025Q4: 2,864 shares; 2026Q1: 4,179 shares 4,179 $2.93M 0.01% +1,315 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,987 shares; 2025Q1: 468,869 shares; 2025Q2: 499,290 shares; 2025Q3: 528,176 shares; 2025Q4: 580,999 shares; 2026Q1: 323,118 shares 323,118 $2.92M 0.01% -257,881 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: 13,328 shares; 2024Q4: 73,553 shares; 2025Q1: 83,801 shares; 2025Q2: 86,054 shares; 2025Q3: 86,815 shares; 2025Q4: 100,819 shares; 2026Q1: 98,110 shares 98,110 $2.92M 0.01% -2,709 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,436 shares; 2024Q4: 73,338 shares; 2025Q1: 73,884 shares; 2025Q2: 57,009 shares; 2025Q3: 63,121 shares; 2025Q4: 67,828 shares; 2026Q1: 113,690 shares 113,690 $2.92M 0.01% +45,862 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,468 shares; 2024Q4: 59,715 shares; 2025Q1: 71,645 shares; 2025Q2: 67,554 shares; 2025Q3: 90,666 shares; 2025Q4: 67,701 shares; 2026Q1: 67,721 shares 67,721 $2.91M 0.01% +20 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: 46,532 shares; 2024Q4: 50,778 shares; 2025Q1: 55,951 shares; 2025Q2: 55,045 shares; 2025Q3: 60,943 shares; 2025Q4: 63,506 shares; 2026Q1: 63,664 shares 63,664 $2.91M 0.01% +158 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 8,752 shares; 2025Q1: 6,811 shares; 2025Q2: 10,863 shares; 2025Q3: 18,030 shares; 2025Q4: 24,719 shares; 2026Q1: 30,970 shares 30,970 $2.9M 0.01% +6,251 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: 2,350 shares; 2024Q4: 3,546 shares; 2025Q1: 4,290 shares; 2025Q2: 9,309 shares; 2025Q3: 10,610 shares; 2025Q4: 11,310 shares; 2026Q1: 10,597 shares 10,597 $2.89M 0.01% -713 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,492 shares; 2026Q1: 56,132 shares 56,132 $2.89M 0.01% +40,640 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,609 shares; 2026Q1: 34,045 shares 34,045 $2.88M 0.01% -27,564 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,419 shares; 2025Q1: 34,226 shares; 2025Q2: 58,789 shares; 2025Q3: 80,159 shares; 2025Q4: 129,272 shares; 2026Q1: 137,227 shares 137,227 $2.88M 0.01% +7,955 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,805 shares; 2025Q1: 14,703 shares; 2025Q2: 12,756 shares; 2025Q3: 13,340 shares; 2025Q4: 67,030 shares; 2026Q1: 86,708 shares 86,708 $2.86M 0.01% +19,678 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,312 shares; 2026Q1: 106,384 shares 106,384 $2.86M 0.01% +4,072 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,875 shares; 2025Q4: 68,010 shares; 2026Q1: 69,869 shares 69,869 $2.85M 0.01% +1,859 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: 8,347 shares; 2024Q4: 11,661 shares; 2025Q1: 11,698 shares; 2025Q2: 23,914 shares; 2025Q3: 21,181 shares; 2025Q4: 25,332 shares; 2026Q1: 24,890 shares 24,890 $2.85M 0.01% -442 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: 6,072 shares; 2024Q4: 7,044 shares; 2025Q1: 6,821 shares; 2025Q2: 12,623 shares; 2025Q3: 13,478 shares; 2025Q4: 14,564 shares; 2026Q1: 17,498 shares 17,498 $2.84M 0.01% +2,934 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,425 shares; 2024Q4: 12,499 shares; 2025Q1: 10,651 shares; 2025Q2: 16,335 shares; 2025Q3: 28,244 shares; 2025Q4: 27,296 shares; 2026Q1: 25,703 shares 25,703 $2.84M 0.01% -1,593 Timeline SUSA 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: 9,791 shares; 2024Q4: 17,419 shares; 2025Q1: 21,293 shares; 2025Q2: 25,451 shares; 2025Q3: 23,628 shares; 2025Q4: 21,095 shares; 2026Q1: 21,420 shares 21,420 $2.83M 0.01% +325 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: 10,312 shares; 2025Q3: 30,955 shares; 2025Q4: 34,663 shares; 2026Q1: 44,024 shares 44,024 $2.83M 0.01% +9,361 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: 8,641 shares; 2024Q4: 27,202 shares; 2025Q1: 28,420 shares; 2025Q2: 11,912 shares; 2025Q3: 15,985 shares; 2025Q4: 21,288 shares; 2026Q1: 22,483 shares 22,483 $2.82M 0.01% +1,195 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 14,028 shares; 2025Q1: 16,828 shares; 2025Q2: 16,265 shares; 2025Q3: 20,535 shares; 2025Q4: 28,132 shares; 2026Q1: 29,078 shares 29,078 $2.81M 0.01% +946 Timeline VGSH 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: 18,082 shares; 2024Q4: 16,905 shares; 2025Q1: 12,356 shares; 2025Q2: 41,126 shares; 2025Q3: 37,861 shares; 2025Q4: 37,582 shares; 2026Q1: 47,959 shares 47,959 $2.81M 0.01% +10,377 Timeline CHPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,401 shares; 2026Q1: 48,740 shares 48,740 $2.8M 0.01% +31,339 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 11,583 shares; 2025Q1: 9,277 shares; 2025Q2: 9,267 shares; 2025Q3: 11,342 shares; 2025Q4: 15,625 shares; 2026Q1: 18,003 shares 18,003 $2.8M 0.01% +2,378 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: 3,747 shares; 2024Q4: 10,938 shares; 2025Q1: 16,008 shares; 2025Q2: 16,235 shares; 2025Q3: 16,911 shares; 2025Q4: 22,791 shares; 2026Q1: 26,179 shares 26,179 $2.79M 0.01% +3,388 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 8,906 shares; 2025Q1: 10,443 shares; 2025Q2: 13,660 shares; 2025Q3: 15,830 shares; 2025Q4: 17,589 shares; 2026Q1: 18,241 shares 18,241 $2.78M 0.01% +652 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,693 shares; 2025Q1: 35,832 shares; 2025Q2: 22,915 shares; 2025Q3: 31,107 shares; 2025Q4: 45,293 shares; 2026Q1: 60,157 shares 60,157 $2.77M 0.01% +14,864 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: 69,997 shares; 2025Q2: 71,300 shares; 2025Q3: 74,334 shares; 2025Q4: 85,949 shares; 2026Q1: 93,395 shares 93,395 $2.77M 0.01% +7,446 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 11,802 shares; 2025Q1: 24,196 shares; 2025Q2: 27,893 shares; 2025Q3: 28,107 shares; 2025Q4: 32,165 shares; 2026Q1: 48,162 shares 48,162 $2.75M 0.01% +15,997 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: 14,777 shares; 2025Q1: 14,542 shares; 2025Q2: 20,710 shares; 2025Q3: 21,146 shares; 2025Q4: 23,317 shares; 2026Q1: 26,895 shares 26,895 $2.72M 0.01% +3,578 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,806 shares 6,806 $2.71M 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,726 shares; 2024Q4: 40,397 shares; 2025Q1: 46,206 shares; 2025Q2: 60,569 shares; 2025Q3: 64,374 shares; 2025Q4: 60,947 shares; 2026Q1: 64,386 shares 64,386 $2.71M 0.01% +3,439 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,241 shares; 2025Q3: 19,552 shares; 2025Q4: 45,570 shares; 2026Q1: 68,960 shares 68,960 $2.7M 0.01% +23,390 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,590 shares; 2026Q1: 86,866 shares 86,866 $2.7M 0.01% +63,276 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: 1,966 shares; 2024Q4: 2,415 shares; 2025Q1: 2,685 shares; 2025Q2: 3,298 shares; 2025Q3: 3,875 shares; 2025Q4: 4,469 shares; 2026Q1: 4,589 shares 4,589 $2.7M 0.01% +120 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 2,147 shares; 2025Q1: 1,767 shares; 2025Q2: 2,055 shares; 2025Q3: 2,520 shares; 2025Q4: 2,636 shares; 2026Q1: 2,323 shares 2,323 $2.69M 0.01% -313 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,211 shares; 2025Q3: 70,995 shares; 2025Q4: 97,040 shares; 2026Q1: 106,027 shares 106,027 $2.69M 0.01% +8,987 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: 67,674 shares 67,674 $2.68M 0.01% new Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,781 shares; 2025Q1: 89,160 shares; 2025Q2: 117,489 shares; 2025Q3: 116,868 shares; 2025Q4: 114,513 shares; 2026Q1: 98,130 shares 98,130 $2.68M 0.01% -16,383 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,778 shares; 2024Q4: not reported; 2025Q1: 27,692 shares; 2025Q2: 57,584 shares; 2025Q3: 85,205 shares; 2025Q4: 146,093 shares; 2026Q1: 161,158 shares 161,158 $2.67M 0.01% +15,065 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: 137,503 shares; 2024Q4: 170,303 shares; 2025Q1: 148,277 shares; 2025Q2: 157,307 shares; 2025Q3: 182,989 shares; 2025Q4: 235,535 shares; 2026Q1: 234,357 shares 234,357 $2.67M 0.01% -1,178 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,922 shares; 2025Q4: 5,349 shares; 2026Q1: 35,333 shares 35,333 $2.66M 0.01% +29,984 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,799 shares; 2024Q4: 30,274 shares; 2025Q1: 28,116 shares; 2025Q2: 30,632 shares; 2025Q3: 34,638 shares; 2025Q4: 39,237 shares; 2026Q1: 36,266 shares 36,266 $2.65M 0.01% -2,971 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 15,881 shares; 2025Q1: 16,926 shares; 2025Q2: 16,844 shares; 2025Q3: 16,037 shares; 2025Q4: 14,025 shares; 2026Q1: 7,857 shares 7,857 $2.64M 0.01% -6,168 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: 5,516 shares; 2024Q4: 6,656 shares; 2025Q1: 7,307 shares; 2025Q2: 8,889 shares; 2025Q3: 9,014 shares; 2025Q4: 10,199 shares; 2026Q1: 9,868 shares 9,868 $2.63M 0.01% -331 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,037 shares; 2024Q4: 35,019 shares; 2025Q1: 33,475 shares; 2025Q2: 30,643 shares; 2025Q3: 46,754 shares; 2025Q4: 30,433 shares; 2026Q1: 24,847 shares 24,847 $2.63M 0.01% -5,586 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,463 shares; 2024Q4: 12,648 shares; 2025Q1: 16,233 shares; 2025Q2: 15,732 shares; 2025Q3: 15,559 shares; 2025Q4: 61,576 shares; 2026Q1: 58,465 shares 58,465 $2.62M 0.01% -3,111 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 21,189 shares; 2025Q1: 21,361 shares; 2025Q2: 25,920 shares; 2025Q3: 27,339 shares; 2025Q4: 27,780 shares; 2026Q1: 28,108 shares 28,108 $2.62M 0.01% +328 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: 11,307 shares; 2024Q4: 34,516 shares; 2025Q1: 23,840 shares; 2025Q2: 31,603 shares; 2025Q3: 35,153 shares; 2025Q4: 35,934 shares; 2026Q1: 45,601 shares 45,601 $2.62M 0.01% +9,667 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: 1,950 shares; 2024Q4: 2,536 shares; 2025Q1: 5,834 shares; 2025Q2: 5,642 shares; 2025Q3: 6,436 shares; 2025Q4: 6,252 shares; 2026Q1: 6,149 shares 6,149 $2.61M 0.01% -103 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,021 shares; 2024Q4: 35,269 shares; 2025Q1: 32,524 shares; 2025Q2: 37,626 shares; 2025Q3: 41,409 shares; 2025Q4: 47,516 shares; 2026Q1: 48,857 shares 48,857 $2.61M 0.01% +1,341 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 5,820 shares; 2025Q1: 14,355 shares; 2025Q2: 26,406 shares; 2025Q3: 32,115 shares; 2025Q4: 36,228 shares; 2026Q1: 36,720 shares 36,720 $2.61M 0.01% +492 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,744 shares; 2024Q4: 86,108 shares; 2025Q1: 65,482 shares; 2025Q2: 63,781 shares; 2025Q3: 67,030 shares; 2025Q4: 52,298 shares; 2026Q1: 43,158 shares 43,158 $2.59M 0.01% -9,140 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,341 shares; 2024Q4: 256,304 shares; 2025Q1: 253,148 shares; 2025Q2: 264,379 shares; 2025Q3: 271,303 shares; 2025Q4: 278,083 shares; 2026Q1: 271,909 shares 271,909 $2.58M 0.01% -6,174 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,132 shares; 2025Q4: 516,757 shares; 2026Q1: 505,329 shares 505,329 $2.58M 0.01% -11,428 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,890 shares; 2025Q1: 20,987 shares; 2025Q2: 22,916 shares; 2025Q3: 29,102 shares; 2025Q4: 29,929 shares; 2026Q1: 29,694 shares 29,694 $2.57M 0.01% -235 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 5,275 shares; 2025Q1: 5,295 shares; 2025Q2: 5,357 shares; 2025Q3: 18,018 shares; 2025Q4: 19,267 shares; 2026Q1: 16,176 shares 16,176 $2.57M 0.01% -3,091 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,809 shares; 2024Q4: 49,321 shares; 2025Q1: 51,743 shares; 2025Q2: 75,849 shares; 2025Q3: 79,401 shares; 2025Q4: 84,538 shares; 2026Q1: 140,032 shares 140,032 $2.56M 0.01% +55,494 Timeline CPAG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 13,351 shares; 2026Q1: 24,959 shares 24,959 $2.55M 0.01% +11,608 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,763 shares; 2024Q4: 13,040 shares; 2025Q1: 34,531 shares; 2025Q2: 36,774 shares; 2025Q3: 40,575 shares; 2025Q4: 48,520 shares; 2026Q1: 48,311 shares 48,311 $2.54M 0.01% -209 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,202 shares; 2025Q4: 89,311 shares; 2026Q1: 100,697 shares 100,697 $2.53M 0.01% +11,386 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,224 shares; 2024Q4: 112,292 shares; 2025Q1: 113,860 shares; 2025Q2: 113,915 shares; 2025Q3: 113,153 shares; 2025Q4: 114,181 shares; 2026Q1: 117,806 shares 117,806 $2.53M 0.01% +3,625 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: 7,708 shares; 2024Q4: 9,687 shares; 2025Q1: 11,697 shares; 2025Q2: 11,109 shares; 2025Q3: 10,500 shares; 2025Q4: 10,692 shares; 2026Q1: 13,110 shares 13,110 $2.51M 0.01% +2,418 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 19,047 shares; 2025Q1: 22,037 shares; 2025Q2: 28,448 shares; 2025Q3: 29,962 shares; 2025Q4: 30,292 shares; 2026Q1: 36,992 shares 36,992 $2.51M 0.01% +6,700 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,363 shares; 2025Q3: 10,498 shares; 2025Q4: 62,432 shares; 2026Q1: 94,015 shares 94,015 $2.51M 0.01% +31,583 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 4,199 shares; 2025Q1: 4,941 shares; 2025Q2: 15,338 shares; 2025Q3: 15,964 shares; 2025Q4: 18,084 shares; 2026Q1: 17,560 shares 17,560 $2.51M 0.01% -524 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,480 shares; 2025Q4: 19,433 shares; 2026Q1: 34,488 shares 34,488 $2.5M 0.01% +15,055 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: 3,125 shares; 2024Q4: 4,261 shares; 2025Q1: 4,306 shares; 2025Q2: 4,457 shares; 2025Q3: 4,531 shares; 2025Q4: 5,966 shares; 2026Q1: 6,968 shares 6,968 $2.5M 0.01% +1,002 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: 5,023 shares; 2024Q4: 8,439 shares; 2025Q1: 8,897 shares; 2025Q2: 9,742 shares; 2025Q3: 9,706 shares; 2025Q4: 9,906 shares; 2026Q1: 10,059 shares 10,059 $2.5M 0.01% +153 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 34,549 shares; 2025Q1: 35,147 shares; 2025Q2: 34,388 shares; 2025Q3: 67,649 shares; 2025Q4: 64,879 shares; 2026Q1: 53,180 shares 53,180 $2.49M 0.01% -11,699 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: 3,826 shares; 2024Q4: 7,465 shares; 2025Q1: 9,707 shares; 2025Q2: 9,093 shares; 2025Q3: 10,882 shares; 2025Q4: 17,454 shares; 2026Q1: 12,908 shares 12,908 $2.48M 0.01% -4,546 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: 40,592 shares; 2024Q4: 47,396 shares; 2025Q1: 49,270 shares; 2025Q2: 50,624 shares; 2025Q3: 49,970 shares; 2025Q4: 59,067 shares; 2026Q1: 65,963 shares 65,963 $2.47M 0.01% +6,896 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: not reported; 2024Q4: 23,445 shares; 2025Q1: 17,068 shares; 2025Q2: 31,319 shares; 2025Q3: 33,635 shares; 2025Q4: 35,084 shares; 2026Q1: 38,582 shares 38,582 $2.47M 0.01% +3,498 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: 2,640 shares; 2024Q4: 4,161 shares; 2025Q1: 3,027 shares; 2025Q2: 3,408 shares; 2025Q3: 3,873 shares; 2025Q4: 18,360 shares; 2026Q1: 7,785 shares 7,785 $2.46M 0.01% -10,575 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,538 shares; 2024Q4: 35,920 shares; 2025Q1: 39,221 shares; 2025Q2: 46,197 shares; 2025Q3: 53,205 shares; 2025Q4: 52,940 shares; 2026Q1: 56,965 shares 56,965 $2.46M 0.01% +4,025 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 6,567 shares; 2025Q1: 6,459 shares; 2025Q2: 8,056 shares; 2025Q3: 8,386 shares; 2025Q4: 9,793 shares; 2026Q1: 9,847 shares 9,847 $2.45M 0.01% +54 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: 23,233 shares; 2024Q4: 32,641 shares; 2025Q1: 32,991 shares; 2025Q2: 22,559 shares; 2025Q3: 25,293 shares; 2025Q4: 26,150 shares; 2026Q1: 32,741 shares 32,741 $2.44M 0.01% +6,591 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,593 shares 69,593 $2.44M 0.01% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 3,367 shares; 2025Q1: 3,414 shares; 2025Q2: 8,488 shares; 2025Q3: 8,934 shares; 2025Q4: 7,708 shares; 2026Q1: 8,034 shares 8,034 $2.43M 0.01% +326 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,666 shares; 2025Q2: 45,905 shares; 2025Q3: 49,635 shares; 2025Q4: 67,624 shares; 2026Q1: 80,759 shares 80,759 $2.42M 0.01% +13,135 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 8,843 shares; 2025Q1: 10,976 shares; 2025Q2: 16,738 shares; 2025Q3: 17,088 shares; 2025Q4: 19,099 shares; 2026Q1: 20,666 shares 20,666 $2.41M 0.01% +1,567 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,645 shares; 2025Q1: 69,056 shares; 2025Q2: 88,937 shares; 2025Q3: 92,737 shares; 2025Q4: 96,819 shares; 2026Q1: 97,825 shares 97,825 $2.41M 0.01% +1,006 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,986 shares; 2025Q1: 6,632 shares; 2025Q2: 10,949 shares; 2025Q3: 11,265 shares; 2025Q4: 10,781 shares; 2026Q1: 13,976 shares 13,976 $2.4M 0.01% +3,195 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,195 shares 46,195 $2.4M 0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,121 shares; 2025Q1: 1,124 shares; 2025Q2: 11,131 shares; 2025Q3: 13,100 shares; 2025Q4: 13,144 shares; 2026Q1: 12,459 shares 12,459 $2.39M 0.01% -685 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 22,836 shares; 2025Q1: 23,810 shares; 2025Q2: 36,627 shares; 2025Q3: 37,929 shares; 2025Q4: 15,809 shares; 2026Q1: 22,458 shares 22,458 $2.38M 0.01% +6,649 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,444 shares; 2024Q4: 27,267 shares; 2025Q1: 139,918 shares; 2025Q2: 150,133 shares; 2025Q3: 76,095 shares; 2025Q4: 156,249 shares; 2026Q1: 138,465 shares 138,465 $2.37M 0.01% -17,784 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 6,043 shares; 2025Q1: 7,941 shares; 2025Q2: 20,557 shares; 2025Q3: 22,027 shares; 2025Q4: 24,810 shares; 2026Q1: 22,576 shares 22,576 $2.37M 0.01% -2,234 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,153 shares; 2026Q1: 82,643 shares 82,643 $2.37M 0.01% +28,490 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: 6,818 shares; 2024Q4: 6,801 shares; 2025Q1: 6,694 shares; 2025Q2: 7,362 shares; 2025Q3: 6,526 shares; 2025Q4: 8,477 shares; 2026Q1: 8,693 shares 8,693 $2.37M 0.01% +216 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: 14,274 shares; 2024Q4: 17,645 shares; 2025Q1: 22,693 shares; 2025Q2: 24,186 shares; 2025Q3: 23,485 shares; 2025Q4: 25,778 shares; 2026Q1: 30,088 shares 30,088 $2.37M 0.01% +4,310 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,566 shares; 2024Q4: 55,919 shares; 2025Q1: 84,044 shares; 2025Q2: 160,610 shares; 2025Q3: 161,955 shares; 2025Q4: 167,204 shares; 2026Q1: 175,717 shares 175,717 $2.37M 0.01% +8,513 Timeline JHMU JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,862 shares; 2025Q1: 74,730 shares; 2025Q2: 76,365 shares; 2025Q3: 83,221 shares; 2025Q4: 90,393 shares; 2026Q1: 91,130 shares 91,130 $2.37M 0.01% +737 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: 46,411 shares; 2025Q3: 43,380 shares; 2025Q4: 57,821 shares; 2026Q1: 57,841 shares 57,841 $2.36M 0.01% +20 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: 17,757 shares; 2024Q4: 23,205 shares; 2025Q1: 26,561 shares; 2025Q2: 44,634 shares; 2025Q3: 39,690 shares; 2025Q4: 34,711 shares; 2026Q1: 46,756 shares 46,756 $2.35M 0.01% +12,045 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,337 shares; 2026Q1: 21,005 shares 21,005 $2.33M 0.01% +7,668 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,048 shares; 2024Q4: 22,629 shares; 2025Q1: 31,227 shares; 2025Q2: 52,011 shares; 2025Q3: 56,321 shares; 2025Q4: 65,011 shares; 2026Q1: 62,984 shares 62,984 $2.32M 0.01% -2,027 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,882 shares; 2025Q3: 32,245 shares; 2025Q4: 41,527 shares; 2026Q1: 57,228 shares 57,228 $2.32M 0.01% +15,701 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 5,937 shares; 2025Q1: 4,574 shares; 2025Q2: 10,603 shares; 2025Q3: 17,739 shares; 2025Q4: 13,550 shares; 2026Q1: 21,835 shares 21,835 $2.32M 0.01% +8,285 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,189 shares; 2025Q3: 18,179 shares; 2025Q4: 22,271 shares; 2026Q1: 32,508 shares 32,508 $2.31M 0.01% +10,237 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,160 shares; 2024Q4: 20,019 shares; 2025Q1: 19,763 shares; 2025Q2: 18,781 shares; 2025Q3: 27,839 shares; 2025Q4: 30,963 shares; 2026Q1: 30,219 shares 30,219 $2.3M 0.01% -744 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,335 shares; 2024Q4: 12,691 shares; 2025Q1: 13,701 shares; 2025Q2: 26,577 shares; 2025Q3: 33,978 shares; 2025Q4: 31,645 shares; 2026Q1: 23,904 shares 23,904 $2.3M 0.01% -7,741 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,841 shares; 2025Q1: 7,127 shares; 2025Q2: 32,341 shares; 2025Q3: 40,741 shares; 2025Q4: 45,837 shares; 2026Q1: 50,563 shares 50,563 $2.29M 0.01% +4,726 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,443 shares; 2024Q4: 36,386 shares; 2025Q1: 39,411 shares; 2025Q2: 39,594 shares; 2025Q3: 39,598 shares; 2025Q4: 41,107 shares; 2026Q1: 41,114 shares 41,114 $2.29M 0.01% +7 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,368 shares; 2024Q4: 23,397 shares; 2025Q1: 51,904 shares; 2025Q2: 59,998 shares; 2025Q3: 64,444 shares; 2025Q4: 64,074 shares; 2026Q1: 63,551 shares 63,551 $2.28M 0.01% -523 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: 4,051 shares; 2024Q4: 8,261 shares; 2025Q1: 11,662 shares; 2025Q2: 11,729 shares; 2025Q3: 12,582 shares; 2025Q4: 14,152 shares; 2026Q1: 19,317 shares 19,317 $2.28M 0.01% +5,165 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,790 shares; 2025Q4: 22,468 shares; 2026Q1: 108,951 shares 108,951 $2.28M 0.01% +86,483 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 7,207 shares; 2025Q1: 9,391 shares; 2025Q2: 10,714 shares; 2025Q3: 12,760 shares; 2025Q4: 15,451 shares; 2026Q1: 16,742 shares 16,742 $2.28M 0.01% +1,291 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: 2,722 shares; 2024Q4: 5,651 shares; 2025Q1: 9,114 shares; 2025Q2: 14,640 shares; 2025Q3: 17,051 shares; 2025Q4: 27,949 shares; 2026Q1: 15,133 shares 15,133 $2.28M 0.01% -12,816 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,140 shares; 2025Q3: 29,577 shares; 2025Q4: 96,277 shares; 2026Q1: 107,441 shares 107,441 $2.27M 0.01% +11,164 Timeline JMST 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: 19,312 shares; 2024Q4: 19,981 shares; 2025Q1: 22,010 shares; 2025Q2: 37,276 shares; 2025Q3: 39,375 shares; 2025Q4: 43,294 shares; 2026Q1: 44,483 shares 44,483 $2.27M 0.01% +1,189 Timeline NULV 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: 4,921 shares; 2024Q4: 5,891 shares; 2025Q1: 18,274 shares; 2025Q2: 38,197 shares; 2025Q3: 31,733 shares; 2025Q4: 47,290 shares; 2026Q1: 49,801 shares 49,801 $2.27M 0.01% +2,511 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,789 shares; 2024Q4: 12,117 shares; 2025Q1: 13,061 shares; 2025Q2: 14,862 shares; 2025Q3: 13,844 shares; 2025Q4: 13,583 shares; 2026Q1: 12,524 shares 12,524 $2.26M 0.01% -1,059 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,748 shares; 2025Q3: 21,459 shares; 2025Q4: 27,148 shares; 2026Q1: 28,281 shares 28,281 $2.25M 0.01% +1,133 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,242 shares; 2025Q1: 24,093 shares; 2025Q2: 23,917 shares; 2025Q3: 26,653 shares; 2025Q4: 46,489 shares; 2026Q1: 40,248 shares 40,248 $2.25M 0.01% -6,241 Timeline EEMV 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: 4,462 shares; 2024Q4: 18,997 shares; 2025Q1: 21,713 shares; 2025Q2: 22,379 shares; 2025Q3: 39,629 shares; 2025Q4: 37,090 shares; 2026Q1: 34,632 shares 34,632 $2.24M 0.01% -2,458 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: 2,025 shares; 2024Q4: 3,522 shares; 2025Q1: 5,573 shares; 2025Q2: 6,060 shares; 2025Q3: 5,253 shares; 2025Q4: 7,301 shares; 2026Q1: 10,597 shares 10,597 $2.23M 0.01% +3,296 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,289 shares; 2024Q4: 45,764 shares; 2025Q1: 52,322 shares; 2025Q2: 59,623 shares; 2025Q3: 61,668 shares; 2025Q4: 91,029 shares; 2026Q1: 77,320 shares 77,320 $2.22M 0.01% -13,709 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,084 shares; 2025Q1: 6,314 shares; 2025Q2: 6,465 shares; 2025Q3: 6,625 shares; 2025Q4: 6,951 shares; 2026Q1: 7,594 shares 7,594 $2.22M 0.01% +643 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: 22,458 shares; 2024Q4: 29,929 shares; 2025Q1: 34,350 shares; 2025Q2: 40,188 shares; 2025Q3: 43,934 shares; 2025Q4: 42,582 shares; 2026Q1: 41,354 shares 41,354 $2.22M 0.01% -1,228 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: 18,181 shares; 2024Q4: 22,305 shares; 2025Q1: 25,037 shares; 2025Q2: 30,208 shares; 2025Q3: 29,779 shares; 2025Q4: 30,312 shares; 2026Q1: 31,084 shares 31,084 $2.22M 0.01% +772 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,420 shares; 2025Q4: 139,243 shares; 2026Q1: 103,695 shares 103,695 $2.21M 0.01% -35,548 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 10,958 shares; 2025Q1: 15,009 shares; 2025Q2: 17,935 shares; 2025Q3: 19,461 shares; 2025Q4: 20,320 shares; 2026Q1: 23,675 shares 23,675 $2.21M 0.01% +3,355 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,900 shares; 2024Q4: 467,874 shares; 2025Q1: 477,939 shares; 2025Q2: 468,714 shares; 2025Q3: 459,027 shares; 2025Q4: 429,227 shares; 2026Q1: 443,412 shares 443,412 $2.2M 0.01% +14,185 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740 shares; 2025Q3: 8,593 shares; 2025Q4: 20,468 shares; 2026Q1: 55,980 shares 55,980 $2.15M 0.01% +35,512 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 41,611 shares 41,611 $2.15M 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: 11,492 shares; 2025Q1: 11,525 shares; 2025Q2: 14,105 shares; 2025Q3: 14,660 shares; 2025Q4: 15,010 shares; 2026Q1: 14,874 shares 14,874 $2.14M 0.01% -136 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,092 shares; 2025Q1: 17,588 shares; 2025Q2: 22,239 shares; 2025Q3: 26,654 shares; 2025Q4: 28,063 shares; 2026Q1: 32,808 shares 32,808 $2.14M 0.01% +4,745 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,710 shares; 2024Q4: 33,317 shares; 2025Q1: 36,688 shares; 2025Q2: 44,691 shares; 2025Q3: 48,053 shares; 2025Q4: 46,254 shares; 2026Q1: 47,243 shares 47,243 $2.13M 0.01% +989 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 9,476 shares; 2025Q1: 14,161 shares; 2025Q2: 16,879 shares; 2025Q3: 25,629 shares; 2025Q4: 31,079 shares; 2026Q1: 35,567 shares 35,567 $2.13M 0.01% +4,488 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,111 shares; 2025Q2: 7,159 shares; 2025Q3: 14,351 shares; 2025Q4: 23,906 shares; 2026Q1: 38,471 shares 38,471 $2.12M 0.01% +14,565 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: 20,483 shares; 2024Q4: 24,516 shares; 2025Q1: 28,565 shares; 2025Q2: 26,100 shares; 2025Q3: 32,530 shares; 2025Q4: 31,915 shares; 2026Q1: 28,290 shares 28,290 $2.12M 0.01% -3,625 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: 7,940 shares; 2024Q4: 8,810 shares; 2025Q1: 9,057 shares; 2025Q2: 10,779 shares; 2025Q3: 17,854 shares; 2025Q4: 21,591 shares; 2026Q1: 23,187 shares 23,187 $2.12M 0.01% +1,596 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 14,232 shares; 2025Q1: 13,210 shares; 2025Q2: 15,212 shares; 2025Q3: 13,922 shares; 2025Q4: 13,496 shares; 2026Q1: 16,437 shares 16,437 $2.12M 0.01% +2,941 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: 26,846 shares; 2024Q4: 33,342 shares; 2025Q1: 36,239 shares; 2025Q2: 34,657 shares; 2025Q3: 33,143 shares; 2025Q4: 38,084 shares; 2026Q1: 34,538 shares 34,538 $2.11M 0.01% -3,546 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,697 shares 80,697 $2.11M 0.01% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 15,513 shares; 2025Q1: 21,233 shares; 2025Q2: 22,168 shares; 2025Q3: 33,424 shares; 2025Q4: 35,195 shares; 2026Q1: 43,747 shares 43,747 $2.11M 0.01% +8,552 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,759 shares; 2026Q1: 39,678 shares 39,678 $2.1M 0.01% -7,081 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: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,924 shares; 2025Q2: 4,323 shares; 2025Q3: 4,426 shares; 2025Q4: 4,818 shares; 2026Q1: 4,360 shares 4,360 $2.09M 0.01% -458 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,808 shares 60,808 $2.09M 0.01% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 7,373 shares; 2025Q1: 7,313 shares; 2025Q2: 14,516 shares; 2025Q3: 14,472 shares; 2025Q4: 15,677 shares; 2026Q1: 16,310 shares 16,310 $2.09M 0.01% +633 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 13,728 shares; 2025Q1: 16,743 shares; 2025Q2: 35,575 shares; 2025Q3: 44,835 shares; 2025Q4: 45,749 shares; 2026Q1: 52,952 shares 52,952 $2.09M 0.01% +7,203 Timeline BKGI 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: 40,422 shares; 2025Q2: 43,558 shares; 2025Q3: 45,926 shares; 2025Q4: 49,092 shares; 2026Q1: 46,843 shares 46,843 $2.08M 0.01% -2,249 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,613 shares; 2024Q4: 18,101 shares; 2025Q1: 22,777 shares; 2025Q2: 17,283 shares; 2025Q3: 16,223 shares; 2025Q4: 16,225 shares; 2026Q1: 21,931 shares 21,931 $2.08M 0.01% +5,706 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: 16,159 shares; 2024Q4: 17,632 shares; 2025Q1: 18,303 shares; 2025Q2: 24,236 shares; 2025Q3: 24,817 shares; 2025Q4: 26,234 shares; 2026Q1: 25,460 shares 25,460 $2.08M 0.01% -774 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 5,843 shares; 2025Q1: 8,056 shares; 2025Q2: 9,156 shares; 2025Q3: 8,146 shares; 2025Q4: 9,396 shares; 2026Q1: 10,544 shares 10,544 $2.07M 0.01% +1,148 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,328 shares; 2024Q4: 15,686 shares; 2025Q1: 17,539 shares; 2025Q2: 18,552 shares; 2025Q3: 21,708 shares; 2025Q4: 21,209 shares; 2026Q1: 18,798 shares 18,798 $2.05M 0.01% -2,411 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,432 shares; 2025Q2: 17,229 shares; 2025Q3: 37,587 shares; 2025Q4: 36,644 shares; 2026Q1: 40,313 shares 40,313 $2.05M 0.01% +3,669 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 7,876 shares; 2025Q1: 9,709 shares; 2025Q2: 13,897 shares; 2025Q3: 16,512 shares; 2025Q4: 20,129 shares; 2026Q1: 24,100 shares 24,100 $2.05M 0.01% +3,971 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: 3,056 shares; 2024Q4: 3,012 shares; 2025Q1: 11,936 shares; 2025Q2: 24,413 shares; 2025Q3: 29,355 shares; 2025Q4: 31,979 shares; 2026Q1: 23,107 shares 23,107 $2.04M 0.01% -8,872 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,720 shares; 2025Q1: 4,700 shares; 2025Q2: 5,847 shares; 2025Q3: 7,759 shares; 2025Q4: 18,611 shares; 2026Q1: 28,757 shares 28,757 $2.04M 0.01% +10,146 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,757 shares; 2025Q1: 4,053 shares; 2025Q2: 8,343 shares; 2025Q3: 9,594 shares; 2025Q4: 12,840 shares; 2026Q1: 14,225 shares 14,225 $2.04M 0.01% +1,385 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,640 shares; 2025Q4: 40,116 shares; 2026Q1: 41,110 shares 41,110 $2.04M 0.01% +994 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 7,974 shares; 2025Q1: 8,509 shares; 2025Q2: 14,232 shares; 2025Q3: 15,055 shares; 2025Q4: 15,044 shares; 2026Q1: 14,850 shares 14,850 $2.04M 0.01% -194 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: 3,970 shares; 2024Q4: 5,436 shares; 2025Q1: 4,969 shares; 2025Q2: 7,782 shares; 2025Q3: 7,875 shares; 2025Q4: 7,161 shares; 2026Q1: 8,304 shares 8,304 $2.03M 0.01% +1,143 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,628 shares; 2025Q1: 2,683 shares; 2025Q2: 2,894 shares; 2025Q3: 2,890 shares; 2025Q4: 4,854 shares; 2026Q1: 6,802 shares 6,802 $2.02M 0.01% +1,948 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 3,376 shares; 2025Q1: 5,728 shares; 2025Q2: 17,053 shares; 2025Q3: 19,262 shares; 2025Q4: 20,572 shares; 2026Q1: 20,308 shares 20,308 $2.02M 0.01% -264 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 10,289 shares; 2025Q4: 50,702 shares; 2026Q1: 54,874 shares 54,874 $2.02M 0.01% +4,172 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: 3,812 shares; 2024Q4: 5,618 shares; 2025Q1: 4,020 shares; 2025Q2: 6,939 shares; 2025Q3: 6,930 shares; 2025Q4: 11,554 shares; 2026Q1: 9,162 shares 9,162 $2.02M 0.01% -2,392 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,720 shares; 2024Q4: 33,873 shares; 2025Q1: 34,554 shares; 2025Q2: 34,555 shares; 2025Q3: 34,576 shares; 2025Q4: 34,577 shares; 2026Q1: 34,578 shares 34,578 $2.01M 0.01% +1 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 2,048 shares; 2025Q1: 3,187 shares; 2025Q2: 3,193 shares; 2025Q3: 4,984 shares; 2025Q4: 8,103 shares; 2026Q1: 10,943 shares 10,943 $2M 0.01% +2,840 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,093 shares; 2025Q1: 3,826 shares; 2025Q2: 3,861 shares; 2025Q3: 1,576 shares; 2025Q4: 4,668 shares; 2026Q1: 4,214 shares 4,214 $2M 0.01% -454 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,805 shares; 2024Q4: 13,581 shares; 2025Q1: 12,337 shares; 2025Q2: 13,481 shares; 2025Q3: 13,710 shares; 2025Q4: 14,063 shares; 2026Q1: 16,322 shares 16,322 $1.99M 0.01% +2,259 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: 25,472 shares; 2024Q4: 36,105 shares; 2025Q1: 39,310 shares; 2025Q2: 58,277 shares; 2025Q3: 59,762 shares; 2025Q4: 61,596 shares; 2026Q1: 60,146 shares 60,146 $1.99M 0.01% -1,450 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,337 shares; 2025Q1: 2,918 shares; 2025Q2: 3,126 shares; 2025Q3: 4,147 shares; 2025Q4: 6,530 shares; 2026Q1: 11,394 shares 11,394 $1.99M 0.01% +4,864 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,343 shares; 2025Q1: not reported; 2025Q2: 21,685 shares; 2025Q3: 15,856 shares; 2025Q4: 33,528 shares; 2026Q1: 33,240 shares 33,240 $1.99M 0.01% -288 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,544 shares; 2025Q4: 5,952 shares; 2026Q1: 49,144 shares 49,144 $1.98M 0.01% +43,192 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 15,768 shares; 2025Q1: 16,363 shares; 2025Q2: 18,080 shares; 2025Q3: 17,838 shares; 2025Q4: 17,827 shares; 2026Q1: 16,100 shares 16,100 $1.98M 0.01% -1,727 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,054 shares; 2026Q1: 88,480 shares 88,480 $1.98M 0.01% +54,426 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 11,814 shares; 2025Q1: 16,092 shares; 2025Q2: 16,171 shares; 2025Q3: 16,290 shares; 2025Q4: 21,495 shares; 2026Q1: 23,274 shares 23,274 $1.98M 0.01% +1,779 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: 1,920 shares; 2024Q4: 3,128 shares; 2025Q1: 3,047 shares; 2025Q2: 4,218 shares; 2025Q3: 4,304 shares; 2025Q4: 4,453 shares; 2026Q1: 3,776 shares 3,776 $1.97M 0.01% -677 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 42,881 shares 42,881 $1.97M 0.01% new 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: 4,177 shares; 2024Q4: 7,058 shares; 2025Q1: 49,835 shares; 2025Q2: 66,390 shares; 2025Q3: 54,775 shares; 2025Q4: 61,980 shares; 2026Q1: 68,896 shares 68,896 $1.97M 0.01% +6,916 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,623 shares; 2024Q4: 56,993 shares; 2025Q1: 53,021 shares; 2025Q2: 56,051 shares; 2025Q3: 58,439 shares; 2025Q4: 60,401 shares; 2026Q1: 57,083 shares 57,083 $1.97M 0.01% -3,318 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,860 shares; 2025Q3: 37,487 shares; 2025Q4: 40,202 shares; 2026Q1: 40,648 shares 40,648 $1.97M 0.01% +446 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 22,212 shares; 2025Q1: 21,976 shares; 2025Q2: 22,359 shares; 2025Q3: 21,869 shares; 2025Q4: 18,235 shares; 2026Q1: 17,086 shares 17,086 $1.96M 0.01% -1,149 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: 4,664 shares; 2024Q4: 8,160 shares; 2025Q1: 10,760 shares; 2025Q2: 19,559 shares; 2025Q3: 24,067 shares; 2025Q4: 24,873 shares; 2026Q1: 24,525 shares 24,525 $1.96M 0.01% -348 Timeline OUSM 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: 35,347 shares; 2024Q4: 27,620 shares; 2025Q1: 25,533 shares; 2025Q2: 49,313 shares; 2025Q3: 47,285 shares; 2025Q4: 47,769 shares; 2026Q1: 44,704 shares 44,704 $1.96M 0.01% -3,065 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,080 shares; 2024Q4: 26,601 shares; 2025Q1: 43,348 shares; 2025Q2: 48,169 shares; 2025Q3: 47,889 shares; 2025Q4: 57,741 shares; 2026Q1: 101,393 shares 101,393 $1.95M 0.01% +43,652 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: 2,319 shares; 2024Q4: 3,971 shares; 2025Q1: 5,320 shares; 2025Q2: 9,688 shares; 2025Q3: 10,401 shares; 2025Q4: 11,477 shares; 2026Q1: 11,089 shares 11,089 $1.95M 0.01% -388 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 10,992 shares; 2025Q1: 14,538 shares; 2025Q2: 22,130 shares; 2025Q3: 25,258 shares; 2025Q4: 19,601 shares; 2026Q1: 21,527 shares 21,527 $1.95M 0.01% +1,926 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 4,416 shares; 2025Q1: 5,512 shares; 2025Q2: 7,151 shares; 2025Q3: 7,569 shares; 2025Q4: 9,083 shares; 2026Q1: 10,353 shares 10,353 $1.93M 0.01% +1,270 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,681 shares; 2025Q1: 17,948 shares; 2025Q2: 18,487 shares; 2025Q3: 19,231 shares; 2025Q4: 12,655 shares; 2026Q1: 20,973 shares 20,973 $1.93M 0.01% +8,318 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: not reported; 2024Q4: 783 shares; 2025Q1: 1,661 shares; 2025Q2: 3,290 shares; 2025Q3: 3,526 shares; 2025Q4: 4,019 shares; 2026Q1: 6,155 shares 6,155 $1.93M 0.01% +2,136 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: 70,636 shares; 2024Q4: 131,057 shares; 2025Q1: 43,720 shares; 2025Q2: 37,264 shares; 2025Q3: 32,422 shares; 2025Q4: 28,972 shares; 2026Q1: 27,862 shares 27,862 $1.93M 0.01% -1,110 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,667 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,838 shares 30,838 $1.92M 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,259 shares; 2024Q4: 69,999 shares; 2025Q1: 74,345 shares; 2025Q2: 114,506 shares; 2025Q3: 147,869 shares; 2025Q4: 171,772 shares; 2026Q1: 136,060 shares 136,060 $1.92M 0.01% -35,712 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,644 shares; 2025Q1: 5,647 shares; 2025Q2: 5,959 shares; 2025Q3: 6,523 shares; 2025Q4: 7,344 shares; 2026Q1: 7,631 shares 7,631 $1.91M 0.01% +287 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,601 shares; 2025Q1: 11,087 shares; 2025Q2: 11,462 shares; 2025Q3: 15,396 shares; 2025Q4: 15,996 shares; 2026Q1: 17,558 shares 17,558 $1.91M 0.01% +1,562 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: 804 shares; 2024Q4: 2,112 shares; 2025Q1: 2,312 shares; 2025Q2: 2,693 shares; 2025Q3: 4,150 shares; 2025Q4: 5,211 shares; 2026Q1: 5,301 shares 5,301 $1.9M 0.01% +90 Timeline SPTM 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: 4,191 shares; 2024Q4: 12,044 shares; 2025Q1: 8,918 shares; 2025Q2: 22,043 shares; 2025Q3: 24,793 shares; 2025Q4: 24,638 shares; 2026Q1: 23,934 shares 23,934 $1.89M 0.01% -704 Timeline TAXE T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,392 shares; 2026Q1: 37,285 shares 37,285 $1.89M 0.01% +27,893 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: 3,967 shares; 2024Q4: 7,087 shares; 2025Q1: 9,407 shares; 2025Q2: 16,368 shares; 2025Q3: 18,081 shares; 2025Q4: 24,118 shares; 2026Q1: 22,966 shares 22,966 $1.88M 0.01% -1,152 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 27,844 shares; 2025Q1: 24,825 shares; 2025Q2: 18,947 shares; 2025Q3: 25,956 shares; 2025Q4: 73,910 shares; 2026Q1: 83,540 shares 83,540 $1.87M 0.01% +9,630 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: 1,637 shares; 2024Q4: 4,239 shares; 2025Q1: 6,190 shares; 2025Q2: 7,785 shares; 2025Q3: 10,026 shares; 2025Q4: 11,163 shares; 2026Q1: 12,472 shares 12,472 $1.87M 0.01% +1,309 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,820 shares; 2025Q4: 16,191 shares; 2026Q1: 17,997 shares 17,997 $1.86M 0.01% +1,806 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 12,886 shares; 2025Q1: 13,993 shares; 2025Q2: 16,136 shares; 2025Q3: 16,422 shares; 2025Q4: 22,100 shares; 2026Q1: 23,195 shares 23,195 $1.86M 0.01% +1,095 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 27,141 shares; 2026Q1: 82,697 shares 82,697 $1.86M 0.01% +55,556 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 4,934 shares; 2025Q2: 4,774 shares; 2025Q3: 4,710 shares; 2025Q4: 5,807 shares; 2026Q1: 5,778 shares 5,778 $1.86M 0.01% -29 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: 158 shares; 2024Q4: 215 shares; 2025Q1: 348 shares; 2025Q2: 779 shares; 2025Q3: 833 shares; 2025Q4: 929 shares; 2026Q1: 982 shares 982 $1.85M 0.01% +53 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: 1,664 shares; 2024Q4: 2,556 shares; 2025Q1: 2,576 shares; 2025Q2: 2,774 shares; 2025Q3: 2,106 shares; 2025Q4: 2,025 shares; 2026Q1: 3,310 shares 3,310 $1.85M 0.01% +1,285 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,579 shares; 2025Q1: 3,563 shares; 2025Q2: 3,666 shares; 2025Q3: not reported; 2025Q4: 4,272 shares; 2026Q1: 26,789 shares 26,789 $1.85M 0.01% +22,517 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: 4,466 shares; 2024Q4: 5,530 shares; 2025Q1: 5,607 shares; 2025Q2: 7,384 shares; 2025Q3: 13,788 shares; 2025Q4: 31,264 shares; 2026Q1: 28,661 shares 28,661 $1.85M 0.01% -2,603 Timeline AFMC 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: 9,077 shares; 2025Q1: 12,999 shares; 2025Q2: 19,694 shares; 2025Q3: 30,723 shares; 2025Q4: 46,857 shares; 2026Q1: 51,720 shares 51,720 $1.84M 0.01% +4,863 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: 2,340 shares; 2024Q4: 2,268 shares; 2025Q1: 2,813 shares; 2025Q2: 6,914 shares; 2025Q3: 7,980 shares; 2025Q4: 10,544 shares; 2026Q1: 10,802 shares 10,802 $1.84M 0.01% +258 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,917 shares; 2024Q4: 11,045 shares; 2025Q1: 16,403 shares; 2025Q2: 26,231 shares; 2025Q3: 27,589 shares; 2025Q4: 30,948 shares; 2026Q1: 29,997 shares 29,997 $1.84M 0.01% -951 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,490 shares; 2024Q4: 10,617 shares; 2025Q1: 17,715 shares; 2025Q2: 22,817 shares; 2025Q3: 21,731 shares; 2025Q4: 17,359 shares; 2026Q1: 13,378 shares 13,378 $1.83M 0.01% -3,981 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: 7,944 shares; 2024Q4: 12,097 shares; 2025Q1: 16,557 shares; 2025Q2: 26,396 shares; 2025Q3: 30,590 shares; 2025Q4: 37,294 shares; 2026Q1: 27,130 shares 27,130 $1.83M 0.01% -10,164 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: 45,747 shares; 2024Q4: 62,417 shares; 2025Q1: 80,353 shares; 2025Q2: 112,810 shares; 2025Q3: 118,313 shares; 2025Q4: 124,402 shares; 2026Q1: 123,320 shares 123,320 $1.83M 0.01% -1,082 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 15,357 shares; 2025Q1: 11,733 shares; 2025Q2: 11,279 shares; 2025Q3: 11,966 shares; 2025Q4: 25,921 shares; 2026Q1: 36,503 shares 36,503 $1.82M 0.01% +10,582 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,117 shares 21,117 $1.82M 0.01% new 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: 17,320 shares; 2024Q4: 26,816 shares; 2025Q1: 26,158 shares; 2025Q2: 25,918 shares; 2025Q3: 27,015 shares; 2025Q4: 43,505 shares; 2026Q1: 38,964 shares 38,964 $1.82M 0.01% -4,541 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,388 shares; 2025Q1: 2,295 shares; 2025Q2: 7,916 shares; 2025Q3: 7,586 shares; 2025Q4: 7,043 shares; 2026Q1: 6,339 shares 6,339 $1.82M 0.01% -704 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 23,918 shares; 2025Q1: 18,490 shares; 2025Q2: 20,977 shares; 2025Q3: 25,569 shares; 2025Q4: 25,396 shares; 2026Q1: 18,967 shares 18,967 $1.82M 0.01% -6,429 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,220 shares; 2024Q4: 76,023 shares; 2025Q1: 80,780 shares; 2025Q2: 103,018 shares; 2025Q3: 61,211 shares; 2025Q4: 51,597 shares; 2026Q1: 100,134 shares 100,134 $1.81M 0.01% +48,537 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: 1,247 shares; 2024Q4: 2,351 shares; 2025Q1: 4,295 shares; 2025Q2: 5,232 shares; 2025Q3: 5,265 shares; 2025Q4: 5,384 shares; 2026Q1: 5,303 shares 5,303 $1.81M 0.01% -81 Timeline NUDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,327 shares; 2025Q3: 7,642 shares; 2025Q4: 26,891 shares; 2026Q1: 49,863 shares 49,863 $1.8M 0.01% +22,972 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: 4,469 shares; 2024Q4: 9,479 shares; 2025Q1: 6,790 shares; 2025Q2: 7,592 shares; 2025Q3: 7,560 shares; 2025Q4: 8,934 shares; 2026Q1: 8,455 shares 8,455 $1.79M 0.01% -479 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,627 shares; 2024Q4: 144,055 shares; 2025Q1: 154,599 shares; 2025Q2: 151,625 shares; 2025Q3: 129,503 shares; 2025Q4: 115,982 shares; 2026Q1: 104,106 shares 104,106 $1.79M 0.01% -11,876 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,784 shares; 2025Q1: 2,066 shares; 2025Q2: not reported; 2025Q3: 1,877 shares; 2025Q4: 11,017 shares; 2026Q1: 13,282 shares 13,282 $1.79M 0.01% +2,265 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,606 shares; 2025Q1: 4,643 shares; 2025Q2: 8,156 shares; 2025Q3: 7,324 shares; 2025Q4: 7,501 shares; 2026Q1: 9,040 shares 9,040 $1.79M 0.01% +1,539 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,353 shares; 2024Q4: 74,167 shares; 2025Q1: 74,797 shares; 2025Q2: 75,440 shares; 2025Q3: 76,669 shares; 2025Q4: 179,722 shares; 2026Q1: 205,873 shares 205,873 $1.78M 0.01% +26,151 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: 2,190 shares; 2024Q4: 1,956 shares; 2025Q1: not reported; 2025Q2: 8,996 shares; 2025Q3: 10,199 shares; 2025Q4: 17,872 shares; 2026Q1: 17,383 shares 17,383 $1.78M 0.01% -489 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,343 shares; 2025Q3: 34,581 shares; 2025Q4: 113,575 shares; 2026Q1: 146,606 shares 146,606 $1.77M 0.01% +33,031 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 9,792 shares; 2025Q1: 9,789 shares; 2025Q2: 14,376 shares; 2025Q3: 15,888 shares; 2025Q4: 15,013 shares; 2026Q1: 15,705 shares 15,705 $1.77M 0.01% +692 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 3,606 shares; 2025Q4: 5,087 shares; 2026Q1: 6,291 shares 6,291 $1.77M 0.01% +1,204 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,619 shares; 2025Q1: 6,966 shares; 2025Q2: 17,575 shares; 2025Q3: 16,146 shares; 2025Q4: 16,027 shares; 2026Q1: 16,076 shares 16,076 $1.76M 0.01% +49 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 8,652 shares; 2025Q1: 23,805 shares; 2025Q2: 42,100 shares; 2025Q3: 51,215 shares; 2025Q4: 58,139 shares; 2026Q1: 58,912 shares 58,912 $1.76M 0.01% +773 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: 3,888 shares; 2024Q4: 6,331 shares; 2025Q1: 10,341 shares; 2025Q2: 7,344 shares; 2025Q3: 7,011 shares; 2025Q4: 13,115 shares; 2026Q1: 12,777 shares 12,777 $1.76M 0.01% -338 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 3,539 shares; 2025Q1: 3,860 shares; 2025Q2: 5,266 shares; 2025Q3: 5,752 shares; 2025Q4: 5,608 shares; 2026Q1: 5,234 shares 5,234 $1.75M 0.01% -374 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,640 shares; 2025Q1: 9,566 shares; 2025Q2: 7,482 shares; 2025Q3: 11,103 shares; 2025Q4: 15,126 shares; 2026Q1: 12,998 shares 12,998 $1.75M 0.01% -2,128 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: 8,593 shares; 2024Q4: 16,814 shares; 2025Q1: 21,948 shares; 2025Q2: 32,421 shares; 2025Q3: 33,096 shares; 2025Q4: 30,573 shares; 2026Q1: 31,389 shares 31,389 $1.75M 0.01% +816 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: 4,171 shares; 2024Q4: 6,738 shares; 2025Q1: 6,522 shares; 2025Q2: 7,452 shares; 2025Q3: 7,961 shares; 2025Q4: 8,411 shares; 2026Q1: 19,111 shares 19,111 $1.75M 0.01% +10,700 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: 2,836 shares; 2024Q4: 6,380 shares; 2025Q1: 9,652 shares; 2025Q2: 17,585 shares; 2025Q3: 19,374 shares; 2025Q4: 17,891 shares; 2026Q1: 15,354 shares 15,354 $1.75M 0.01% -2,537 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,468 shares; 2025Q1: not reported; 2025Q2: 12,098 shares; 2025Q3: 25,118 shares; 2025Q4: 31,246 shares; 2026Q1: 47,616 shares 47,616 $1.75M 0.01% +16,370 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,919 shares; 2025Q1: 8,999 shares; 2025Q2: 40,072 shares; 2025Q3: 55,524 shares; 2025Q4: 55,568 shares; 2026Q1: 64,658 shares 64,658 $1.74M 0.01% +9,090 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,166 shares; 2025Q1: 11,577 shares; 2025Q2: 11,753 shares; 2025Q3: 11,870 shares; 2025Q4: 11,188 shares; 2026Q1: 17,485 shares 17,485 $1.74M 0.01% +6,297 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,710 shares; 2025Q3: 38,076 shares; 2025Q4: 41,712 shares; 2026Q1: 54,453 shares 54,453 $1.74M 0.01% +12,741 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 4,143 shares; 2025Q1: 3,767 shares; 2025Q2: 5,282 shares; 2025Q3: 7,147 shares; 2025Q4: 7,432 shares; 2026Q1: 8,030 shares 8,030 $1.74M 0.01% +598 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,556 shares; 2025Q3: 24,265 shares; 2025Q4: 60,750 shares; 2026Q1: 65,301 shares 65,301 $1.74M 0.01% +4,551 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: not reported; 2024Q4: 13,879 shares; 2025Q1: 11,651 shares; 2025Q2: 8,936 shares; 2025Q3: 15,978 shares; 2025Q4: 16,579 shares; 2026Q1: 15,747 shares 15,747 $1.73M 0.01% -832 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,534 shares; 2025Q1: 70,656 shares; 2025Q2: 74,375 shares; 2025Q3: 77,163 shares; 2025Q4: 76,606 shares; 2026Q1: 61,967 shares 61,967 $1.73M 0.01% -14,639 Timeline MDYG 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: 4,434 shares; 2024Q4: 6,777 shares; 2025Q1: 4,390 shares; 2025Q2: 2,526 shares; 2025Q3: 5,536 shares; 2025Q4: 16,138 shares; 2026Q1: 17,999 shares 17,999 $1.73M 0.01% +1,861 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 18,172 shares; 2025Q1: 19,031 shares; 2025Q2: 26,537 shares; 2025Q3: 28,969 shares; 2025Q4: 31,606 shares; 2026Q1: 32,965 shares 32,965 $1.72M 0.01% +1,359 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,000 shares; 2025Q4: 189,584 shares; 2026Q1: 132,772 shares 132,772 $1.72M 0.01% -56,812 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,516 shares; 2025Q2: 19,195 shares; 2025Q3: 25,308 shares; 2025Q4: 27,331 shares; 2026Q1: 31,591 shares 31,591 $1.71M 0.01% +4,260 Timeline EMLC 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: 28,664 shares; 2024Q4: 25,359 shares; 2025Q1: 10,994 shares; 2025Q2: 38,149 shares; 2025Q3: 55,516 shares; 2025Q4: 53,793 shares; 2026Q1: 68,486 shares 68,486 $1.71M 0.01% +14,693 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,327 shares; 2025Q4: 12,251 shares; 2026Q1: 23,692 shares 23,692 $1.71M 0.01% +11,441 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 21,793 shares; 2025Q1: 22,643 shares; 2025Q2: 22,984 shares; 2025Q3: 24,197 shares; 2025Q4: 24,581 shares; 2026Q1: 31,228 shares 31,228 $1.7M 0.01% +6,647 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 8,556 shares; 2025Q1: 9,245 shares; 2025Q2: 7,644 shares; 2025Q3: 8,136 shares; 2025Q4: 13,253 shares; 2026Q1: 11,651 shares 11,651 $1.7M 0.01% -1,602 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 6,852 shares; 2025Q1: 6,565 shares; 2025Q2: 7,803 shares; 2025Q3: 6,886 shares; 2025Q4: 8,622 shares; 2026Q1: 10,729 shares 10,729 $1.7M 0.01% +2,107 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 7,298 shares; 2025Q1: 7,954 shares; 2025Q2: 8,443 shares; 2025Q3: 8,402 shares; 2025Q4: 8,987 shares; 2026Q1: 12,427 shares 12,427 $1.7M 0.01% +3,440 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,670 shares; 2024Q4: 25,179 shares; 2025Q1: 24,330 shares; 2025Q2: 24,342 shares; 2025Q3: 24,249 shares; 2025Q4: 24,253 shares; 2026Q1: 24,254 shares 24,254 $1.7M 0.01% +1 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: 8,540 shares; 2024Q4: 8,953 shares; 2025Q1: 12,582 shares; 2025Q2: 18,544 shares; 2025Q3: 18,256 shares; 2025Q4: 19,711 shares; 2026Q1: 21,088 shares 21,088 $1.69M 0.01% +1,377 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,570 shares; 2025Q3: 11,389 shares; 2025Q4: 29,826 shares; 2026Q1: 70,597 shares 70,597 $1.69M 0.01% +40,771 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 18,403 shares; 2025Q1: 25,515 shares; 2025Q2: 52,058 shares; 2025Q3: 54,075 shares; 2025Q4: 60,377 shares; 2026Q1: 57,461 shares 57,461 $1.69M 0.01% -2,916 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 5,549 shares; 2025Q1: 5,666 shares; 2025Q2: 15,166 shares; 2025Q3: 16,069 shares; 2025Q4: 14,629 shares; 2026Q1: 14,110 shares 14,110 $1.68M 0.01% -519 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 6,939 shares; 2025Q1: 7,100 shares; 2025Q2: 17,526 shares; 2025Q3: 20,383 shares; 2025Q4: 21,918 shares; 2026Q1: 27,724 shares 27,724 $1.67M 0.01% +5,806 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: 26,015 shares; 2024Q4: 32,493 shares; 2025Q1: 37,977 shares; 2025Q2: 39,900 shares; 2025Q3: 43,222 shares; 2025Q4: 83,945 shares; 2026Q1: 76,996 shares 76,996 $1.67M 0.01% -6,949 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: not reported; 2024Q4: 2,490 shares; 2025Q1: 5,661 shares; 2025Q2: 6,896 shares; 2025Q3: 7,520 shares; 2025Q4: 8,129 shares; 2026Q1: 8,759 shares 8,759 $1.67M 0.01% +630 Timeline