JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,579 shares; 2025Q3: 42,618 shares; 2025Q4: 36,520 shares; 2026Q1: 37,055 shares 37,055 $1.67M 0.01% +535 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,399 shares; 2026Q1: 39,154 shares 39,154 $1.67M 0.01% +4,755 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 5,426 shares; 2025Q1: 5,661 shares; 2025Q2: 6,400 shares; 2025Q3: 5,921 shares; 2025Q4: 12,131 shares; 2026Q1: 11,841 shares 11,841 $1.66M 0.01% -290 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,463 shares; 2026Q1: 20,796 shares 20,796 $1.66M 0.01% +6,333 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,959 shares; 2024Q4: 13,104 shares; 2025Q1: 12,911 shares; 2025Q2: 16,891 shares; 2025Q3: 20,264 shares; 2025Q4: 20,749 shares; 2026Q1: 20,490 shares 20,490 $1.66M 0.01% -259 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,595 shares; 2024Q4: 69,902 shares; 2025Q1: 70,320 shares; 2025Q2: 70,134 shares; 2025Q3: 76,592 shares; 2025Q4: 64,750 shares; 2026Q1: 72,564 shares 72,564 $1.66M 0.01% +7,814 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 7,197 shares; 2025Q1: 5,157 shares; 2025Q2: 6,331 shares; 2025Q3: 11,577 shares; 2025Q4: 15,813 shares; 2026Q1: 18,488 shares 18,488 $1.65M 0.01% +2,675 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,975 shares; 2025Q4: 86,075 shares; 2026Q1: 125,854 shares 125,854 $1.65M 0.01% +39,779 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 12,868 shares; 2025Q1: 17,873 shares; 2025Q2: 68,908 shares; 2025Q3: 37,007 shares; 2025Q4: 35,358 shares; 2026Q1: 33,358 shares 33,358 $1.64M 0.01% -2,000 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,892 shares; 2024Q4: 32,792 shares; 2025Q1: 32,553 shares; 2025Q2: 72,935 shares; 2025Q3: 54,598 shares; 2025Q4: 57,289 shares; 2026Q1: 70,221 shares 70,221 $1.64M 0.01% +12,932 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,230 shares; 2025Q1: 29,689 shares; 2025Q2: 37,792 shares; 2025Q3: 41,501 shares; 2025Q4: 42,638 shares; 2026Q1: 41,621 shares 41,621 $1.64M 0.01% -1,017 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 10,234 shares; 2025Q1: 12,490 shares; 2025Q2: 12,552 shares; 2025Q3: 11,139 shares; 2025Q4: 11,860 shares; 2026Q1: 7,113 shares 7,113 $1.63M 0.01% -4,747 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 1,890 shares; 2025Q1: 2,458 shares; 2025Q2: 2,541 shares; 2025Q3: 2,574 shares; 2025Q4: 3,382 shares; 2026Q1: 3,327 shares 3,327 $1.63M 0.01% -55 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 734 shares; 2025Q1: 848 shares; 2025Q2: 1,465 shares; 2025Q3: 1,395 shares; 2025Q4: 1,401 shares; 2026Q1: 937 shares 937 $1.63M 0.01% -464 Timeline PID 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: 127,273 shares; 2024Q4: 129,789 shares; 2025Q1: 104,442 shares; 2025Q2: 81,924 shares; 2025Q3: 77,779 shares; 2025Q4: 75,000 shares; 2026Q1: 73,128 shares 73,128 $1.63M 0.01% -1,872 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 5,810 shares; 2025Q4: 261,823 shares; 2026Q1: 13,498 shares 13,498 $1.63M 0.01% -248,325 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 10,175 shares; 2025Q1: 8,525 shares; 2025Q2: 10,048 shares; 2025Q3: 10,362 shares; 2025Q4: 12,694 shares; 2026Q1: 13,604 shares 13,604 $1.63M 0.01% +910 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,629 shares; 2025Q4: 5,402 shares; 2026Q1: 5,933 shares 5,933 $1.62M 0.01% +531 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,408 shares; 2025Q1: 12,015 shares; 2025Q2: 12,203 shares; 2025Q3: 62,296 shares; 2025Q4: 201,266 shares; 2026Q1: 146,521 shares 146,521 $1.62M 0.01% -54,745 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,187 shares; 2024Q4: 64,586 shares; 2025Q1: 68,406 shares; 2025Q2: 66,161 shares; 2025Q3: 67,427 shares; 2025Q4: 62,465 shares; 2026Q1: 60,999 shares 60,999 $1.62M 0.01% -1,466 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 5,965 shares; 2025Q1: 7,564 shares; 2025Q2: 8,411 shares; 2025Q3: 9,552 shares; 2025Q4: 10,364 shares; 2026Q1: 10,451 shares 10,451 $1.62M 0.01% +87 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 1,861 shares; 2025Q4: 6,081 shares; 2026Q1: 9,515 shares 9,515 $1.62M 0.01% +3,434 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 9,297 shares; 2025Q1: 8,280 shares; 2025Q2: 16,101 shares; 2025Q3: 21,665 shares; 2025Q4: 25,104 shares; 2026Q1: 26,189 shares 26,189 $1.61M 0.01% +1,085 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,949 shares; 2024Q4: 24,943 shares; 2025Q1: 10,568 shares; 2025Q2: 28,497 shares; 2025Q3: 32,303 shares; 2025Q4: 46,758 shares; 2026Q1: 40,120 shares 40,120 $1.61M 0.01% -6,638 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 3,287 shares; 2025Q1: 3,932 shares; 2025Q2: 5,200 shares; 2025Q3: 10,178 shares; 2025Q4: 50,662 shares; 2026Q1: 6,877 shares 6,877 $1.61M 0.01% -43,785 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,563 shares; 2025Q1: 1,698 shares; 2025Q2: 2,133 shares; 2025Q3: 3,471 shares; 2025Q4: 4,293 shares; 2026Q1: 8,293 shares 8,293 $1.61M 0.01% +4,000 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,958 shares; 2025Q3: 25,576 shares; 2025Q4: 26,604 shares; 2026Q1: 34,406 shares 34,406 $1.61M 0.01% +7,802 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,985 shares; 2025Q3: 24,354 shares; 2025Q4: 24,488 shares; 2026Q1: 24,722 shares 24,722 $1.61M 0.01% +234 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 6,582 shares; 2025Q1: 7,304 shares; 2025Q2: 7,876 shares; 2025Q3: 9,109 shares; 2025Q4: 9,500 shares; 2026Q1: 9,301 shares 9,301 $1.61M 0.01% -199 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,524 shares; 2025Q1: 68,860 shares; 2025Q2: 65,448 shares; 2025Q3: 67,794 shares; 2025Q4: 121,457 shares; 2026Q1: 136,771 shares 136,771 $1.6M 0.01% +15,314 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,561 shares; 2025Q1: 6,400 shares; 2025Q2: 10,514 shares; 2025Q3: 10,803 shares; 2025Q4: 11,272 shares; 2026Q1: 12,393 shares 12,393 $1.6M 0.01% +1,121 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,356 shares; 2024Q4: 16,221 shares; 2025Q1: 10,970 shares; 2025Q2: 13,159 shares; 2025Q3: 19,565 shares; 2025Q4: 26,904 shares; 2026Q1: 29,171 shares 29,171 $1.6M 0.01% +2,267 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,601 shares 17,601 $1.6M 0.01% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 43,173 shares; 2025Q1: 35,093 shares; 2025Q2: 35,890 shares; 2025Q3: 46,173 shares; 2025Q4: 45,189 shares; 2026Q1: 47,904 shares 47,904 $1.59M 0.01% +2,715 Timeline IONQ IONQ INC More: the full row for IONQ 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: 20,121 shares; 2025Q3: 38,200 shares; 2025Q4: 37,601 shares; 2026Q1: 54,945 shares 54,945 $1.58M 0.01% +17,344 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,342 shares; 2025Q2: 29,749 shares; 2025Q3: 30,100 shares; 2025Q4: 30,250 shares; 2026Q1: 35,141 shares 35,141 $1.58M 0.01% +4,891 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 8,254 shares; 2025Q1: 5,073 shares; 2025Q2: 28,576 shares; 2025Q3: 29,008 shares; 2025Q4: 29,481 shares; 2026Q1: 29,302 shares 29,302 $1.58M 0.01% -179 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,683 shares; 2025Q2: 13,849 shares; 2025Q3: 14,973 shares; 2025Q4: 13,039 shares; 2026Q1: 22,113 shares 22,113 $1.57M 0.01% +9,074 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,229 shares; 2024Q4: 10,838 shares; 2025Q1: 14,968 shares; 2025Q2: 13,448 shares; 2025Q3: 16,369 shares; 2025Q4: 27,206 shares; 2026Q1: 27,145 shares 27,145 $1.57M 0.01% -61 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,996 shares; 2024Q4: 36,634 shares; 2025Q1: 35,004 shares; 2025Q2: 44,800 shares; 2025Q3: 44,627 shares; 2025Q4: 44,022 shares; 2026Q1: 43,425 shares 43,425 $1.57M 0.01% -597 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 17,538 shares; 2025Q4: 17,962 shares; 2026Q1: 18,129 shares 18,129 $1.57M 0.01% +167 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,964 shares; 2026Q1: 135,730 shares 135,730 $1.56M 0.01% +5,766 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,444 shares; 2025Q3: 23,583 shares; 2025Q4: 28,449 shares; 2026Q1: 34,452 shares 34,452 $1.56M 0.01% +6,003 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,112 shares; 2024Q4: 49,467 shares; 2025Q1: 47,143 shares; 2025Q2: 49,165 shares; 2025Q3: 47,916 shares; 2025Q4: 47,257 shares; 2026Q1: 42,604 shares 42,604 $1.56M 0.01% -4,653 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 54,185 shares; 2025Q1: 67,758 shares; 2025Q2: 70,722 shares; 2025Q3: 81,647 shares; 2025Q4: 132,667 shares; 2026Q1: 128,053 shares 128,053 $1.56M 0.01% -4,614 Timeline QGRO 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: 14,840 shares 14,840 $1.56M 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,546 shares; 2024Q4: 57,743 shares; 2025Q1: 62,838 shares; 2025Q2: 55,353 shares; 2025Q3: 67,628 shares; 2025Q4: 51,160 shares; 2026Q1: 56,828 shares 56,828 $1.56M 0.01% +5,668 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,236 shares; 2026Q1: 9,290 shares 9,290 $1.55M 0.01% +7,054 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,238 shares; 2024Q4: 20,817 shares; 2025Q1: 21,193 shares; 2025Q2: 22,879 shares; 2025Q3: 22,009 shares; 2025Q4: 38,802 shares; 2026Q1: 40,960 shares 40,960 $1.54M 0.01% +2,158 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,104 shares 26,104 $1.54M 0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 5,705 shares; 2025Q4: 6,488 shares; 2026Q1: 6,341 shares 6,341 $1.53M 0.01% -147 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,141 shares; 2025Q1: 5,327 shares; 2025Q2: 9,643 shares; 2025Q3: 10,223 shares; 2025Q4: 13,172 shares; 2026Q1: 12,627 shares 12,627 $1.53M 0.01% -545 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,766 shares; 2024Q4: 18,304 shares; 2025Q1: 13,204 shares; 2025Q2: 14,831 shares; 2025Q3: 16,490 shares; 2025Q4: 17,032 shares; 2026Q1: 18,018 shares 18,018 $1.53M 0.01% +986 Timeline SMIG 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: 21,095 shares; 2025Q1: 41,574 shares; 2025Q2: not reported; 2025Q3: 32,905 shares; 2025Q4: 20,604 shares; 2026Q1: 51,393 shares 51,393 $1.53M 0.01% +30,789 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,216 shares; 2025Q2: 18,020 shares; 2025Q3: 17,163 shares; 2025Q4: 244,974 shares; 2026Q1: 283,111 shares 283,111 $1.53M 0.01% +38,137 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,940 shares; 2025Q1: 2,605 shares; 2025Q2: 4,064 shares; 2025Q3: 4,334 shares; 2025Q4: 4,771 shares; 2026Q1: 8,869 shares 8,869 $1.53M 0.01% +4,098 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,166 shares; 2025Q1: 3,808 shares; 2025Q2: 20,664 shares; 2025Q3: 17,022 shares; 2025Q4: 15,803 shares; 2026Q1: 16,331 shares 16,331 $1.52M 0.01% +528 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,241 shares; 2025Q2: 14,772 shares; 2025Q3: 16,805 shares; 2025Q4: 20,353 shares; 2026Q1: 22,074 shares 22,074 $1.52M 0.01% +1,721 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,299 shares; 2025Q1: 11,419 shares; 2025Q2: 11,551 shares; 2025Q3: 11,905 shares; 2025Q4: 13,493 shares; 2026Q1: 13,249 shares 13,249 $1.52M 0.01% -244 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO 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: 15,792 shares; 2025Q4: 41,281 shares; 2026Q1: 40,195 shares 40,195 $1.5M 0.01% -1,086 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares; 2025Q3: 4,316 shares; 2025Q4: 7,979 shares; 2026Q1: 9,549 shares 9,549 $1.5M 0.01% +1,570 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 5,915 shares; 2025Q1: 8,845 shares; 2025Q2: 11,147 shares; 2025Q3: 11,729 shares; 2025Q4: 11,122 shares; 2026Q1: 9,236 shares 9,236 $1.5M 0.01% -1,886 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 7,166 shares; 2025Q1: 4,748 shares; 2025Q2: 4,854 shares; 2025Q3: 4,744 shares; 2025Q4: 7,765 shares; 2026Q1: 9,150 shares 9,150 $1.5M 0.01% +1,385 Timeline UCIB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly 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: 45,493 shares 45,493 $1.5M 0.01% new Timeline JIVE 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: 13,434 shares; 2026Q1: 17,509 shares 17,509 $1.5M 0.01% +4,075 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,981 shares; 2025Q2: 16,137 shares; 2025Q3: 21,988 shares; 2025Q4: 38,385 shares; 2026Q1: 45,348 shares 45,348 $1.5M 0.01% +6,963 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS 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: 10,395 shares; 2025Q3: 10,641 shares; 2025Q4: 9,106 shares; 2026Q1: 24,879 shares 24,879 $1.5M 0.01% +15,773 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,372 shares; 2025Q1: 34,903 shares; 2025Q2: 36,658 shares; 2025Q3: 37,458 shares; 2025Q4: 39,470 shares; 2026Q1: 41,134 shares 41,134 $1.5M 0.01% +1,664 Timeline SDCP VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,895 shares; 2025Q4: 57,503 shares; 2026Q1: 58,416 shares 58,416 $1.49M 0.01% +913 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,248 shares 27,248 $1.49M 0.01% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,605 shares; 2025Q4: 86,965 shares; 2026Q1: 80,979 shares 80,979 $1.49M 0.01% -5,986 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,750 shares; 2024Q4: 32,368 shares; 2025Q1: 32,521 shares; 2025Q2: 34,984 shares; 2025Q3: 33,258 shares; 2025Q4: 37,130 shares; 2026Q1: 41,239 shares 41,239 $1.49M 0.01% +4,109 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,582 shares; 2024Q4: 24,489 shares; 2025Q1: 23,556 shares; 2025Q2: 33,897 shares; 2025Q3: 34,444 shares; 2025Q4: 36,045 shares; 2026Q1: 32,011 shares 32,011 $1.48M 0.01% -4,034 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,493 shares; 2026Q1: 29,734 shares 29,734 $1.48M 0.01% +24,241 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,843 shares; 2026Q1: 278,193 shares 278,193 $1.48M 0.01% +73,350 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,925 shares; 2025Q1: 5,168 shares; 2025Q2: 5,390 shares; 2025Q3: 5,637 shares; 2025Q4: 6,016 shares; 2026Q1: 7,325 shares 7,325 $1.48M 0.01% +1,309 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,839 shares; 2025Q2: 36,971 shares; 2025Q3: 37,656 shares; 2025Q4: 37,329 shares; 2026Q1: 30,694 shares 30,694 $1.47M 0.01% -6,635 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,141 shares; 2025Q1: 13,285 shares; 2025Q2: 15,779 shares; 2025Q3: 15,500 shares; 2025Q4: 13,249 shares; 2026Q1: 10,877 shares 10,877 $1.47M 0.01% -2,372 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,483 shares; 2025Q1: 6,620 shares; 2025Q2: 7,059 shares; 2025Q3: 7,234 shares; 2025Q4: 7,523 shares; 2026Q1: 13,226 shares 13,226 $1.47M 0.01% +5,703 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: 9,413 shares; 2026Q1: 14,664 shares 14,664 $1.46M 0.01% +5,251 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,231 shares; 2025Q1: 2,093 shares; 2025Q2: 8,810 shares; 2025Q3: 10,568 shares; 2025Q4: 9,085 shares; 2026Q1: 13,277 shares 13,277 $1.46M 0.01% +4,192 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,458 shares; 2025Q1: 19,263 shares; 2025Q2: 26,945 shares; 2025Q3: 27,023 shares; 2025Q4: 26,650 shares; 2026Q1: 29,711 shares 29,711 $1.46M 0.01% +3,061 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,717 shares; 2026Q1: 45,579 shares 45,579 $1.45M 0.01% +20,862 Timeline JPEM 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: 30,117 shares; 2024Q4: 30,011 shares; 2025Q1: 24,945 shares; 2025Q2: 24,717 shares; 2025Q3: 24,949 shares; 2025Q4: 24,294 shares; 2026Q1: 23,291 shares 23,291 $1.45M 0.01% -1,003 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,111 shares; 2024Q4: 41,874 shares; 2025Q1: 35,565 shares; 2025Q2: 39,100 shares; 2025Q3: 37,394 shares; 2025Q4: 31,744 shares; 2026Q1: 37,173 shares 37,173 $1.45M 0.01% +5,429 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,317 shares; 2026Q1: 33,275 shares 33,275 $1.45M 0.01% +12,958 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 6,343 shares; 2025Q1: 10,824 shares; 2025Q2: 14,815 shares; 2025Q3: 16,388 shares; 2025Q4: 13,571 shares; 2026Q1: 15,699 shares 15,699 $1.45M 0.01% +2,128 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,610 shares 41,610 $1.44M 0.01% new Timeline JHPI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,230 shares; 2026Q1: 63,936 shares 63,936 $1.44M 0.01% +4,706 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,628 shares; 2025Q1: 36,930 shares; 2025Q2: 38,236 shares; 2025Q3: 36,952 shares; 2025Q4: 37,031 shares; 2026Q1: 38,437 shares 38,437 $1.44M 0.01% +1,406 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 5,364 shares; 2025Q1: 8,105 shares; 2025Q2: 8,132 shares; 2025Q3: 8,023 shares; 2025Q4: 9,370 shares; 2026Q1: 11,604 shares 11,604 $1.44M 0.01% +2,234 Timeline GEM 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: 10,234 shares; 2024Q4: 12,448 shares; 2025Q1: 32,158 shares; 2025Q2: 32,018 shares; 2025Q3: 44,697 shares; 2025Q4: 33,041 shares; 2026Q1: 33,213 shares 33,213 $1.43M 0.01% +172 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,306 shares; 2025Q3: 12,722 shares; 2025Q4: 13,287 shares; 2026Q1: 12,809 shares 12,809 $1.43M 0.01% -478 Timeline IDLV 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: 21,302 shares; 2025Q4: 37,416 shares; 2026Q1: 41,415 shares 41,415 $1.43M 0.01% +3,999 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,813 shares; 2026Q1: 24,617 shares 24,617 $1.43M 0.01% +11,804 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 6,421 shares; 2025Q1: 13,883 shares; 2025Q2: 22,826 shares; 2025Q3: 21,324 shares; 2025Q4: 26,704 shares; 2026Q1: 27,613 shares 27,613 $1.42M 0.01% +909 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 4,550 shares; 2025Q1: 5,634 shares; 2025Q2: 10,875 shares; 2025Q3: 12,407 shares; 2025Q4: 11,213 shares; 2026Q1: 14,321 shares 14,321 $1.42M 0.01% +3,108 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,416 shares; 2025Q4: 13,850 shares; 2026Q1: 19,066 shares 19,066 $1.42M 0.01% +5,216 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,842 shares; 2026Q1: 36,475 shares 36,475 $1.42M 0.01% +14,633 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 4,106 shares; 2025Q1: 3,845 shares; 2025Q2: 12,515 shares; 2025Q3: 13,941 shares; 2025Q4: 14,150 shares; 2026Q1: 13,291 shares 13,291 $1.42M 0.01% -859 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,673 shares; 2025Q2: 16,595 shares; 2025Q3: 16,500 shares; 2025Q4: 19,777 shares; 2026Q1: 20,103 shares 20,103 $1.42M 0.01% +326 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,027 shares; 2024Q4: 34,997 shares; 2025Q1: 36,646 shares; 2025Q2: 52,093 shares; 2025Q3: 63,919 shares; 2025Q4: 58,701 shares; 2026Q1: 54,760 shares 54,760 $1.41M 0.01% -3,941 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 556 shares; 2025Q1: 557 shares; 2025Q2: 618 shares; 2025Q3: 600 shares; 2025Q4: 1,147 shares; 2026Q1: 1,222 shares 1,222 $1.41M 0.01% +75 SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,912 shares; 2026Q1: 15,852 shares 15,852 $1.41M 0.01% +2,940 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 26,406 shares; 2025Q1: 27,640 shares; 2025Q2: 22,969 shares; 2025Q3: 42,437 shares; 2025Q4: 45,242 shares; 2026Q1: 48,438 shares 48,438 $1.41M 0.01% +3,196 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM 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: 21,446 shares; 2025Q3: 23,662 shares; 2025Q4: 51,997 shares; 2026Q1: 60,312 shares 60,312 $1.41M 0.01% +8,315 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 3,182 shares; 2025Q1: 6,090 shares; 2025Q2: 6,462 shares; 2025Q3: 6,321 shares; 2025Q4: 6,314 shares; 2026Q1: 5,640 shares 5,640 $1.4M 0.01% -674 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,254 shares; 2025Q1: 8,635 shares; 2025Q2: 8,492 shares; 2025Q3: 8,882 shares; 2025Q4: 8,973 shares; 2026Q1: 8,525 shares 8,525 $1.4M 0.01% -448 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,452 shares; 2025Q1: 14,814 shares; 2025Q2: 25,094 shares; 2025Q3: 26,702 shares; 2025Q4: 29,038 shares; 2026Q1: 25,999 shares 25,999 $1.39M 0.01% -3,039 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,475 shares; 2024Q4: 26,591 shares; 2025Q1: 29,109 shares; 2025Q2: 37,149 shares; 2025Q3: 36,049 shares; 2025Q4: 43,504 shares; 2026Q1: 41,091 shares 41,091 $1.39M 0.01% -2,413 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,214 shares; 2025Q2: 18,559 shares; 2025Q3: 21,810 shares; 2025Q4: 27,275 shares; 2026Q1: 29,656 shares 29,656 $1.38M 0.01% +2,381 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,813 shares; 2024Q4: 29,378 shares; 2025Q1: 43,745 shares; 2025Q2: 51,068 shares; 2025Q3: 33,450 shares; 2025Q4: 31,213 shares; 2026Q1: 30,527 shares 30,527 $1.38M 0.01% -686 Timeline PTLC 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: 9,844 shares; 2024Q4: 29,222 shares; 2025Q1: 23,714 shares; 2025Q2: 24,238 shares; 2025Q3: 38,200 shares; 2025Q4: 26,229 shares; 2026Q1: 26,365 shares 26,365 $1.38M 0.01% +136 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly 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: 119,373 shares 119,373 $1.38M 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,998 shares; 2025Q1: 3,181 shares; 2025Q2: 4,540 shares; 2025Q3: 4,437 shares; 2025Q4: 6,007 shares; 2026Q1: 6,142 shares 6,142 $1.38M 0.01% +135 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 12,079 shares; 2025Q1: 14,024 shares; 2025Q2: 17,620 shares; 2025Q3: 18,720 shares; 2025Q4: 16,494 shares; 2026Q1: 14,932 shares 14,932 $1.38M 0.01% -1,562 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,302 shares; 2025Q3: 13,599 shares; 2025Q4: 13,620 shares; 2026Q1: 12,223 shares 12,223 $1.37M 0.01% -1,397 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 7,632 shares; 2025Q1: 9,599 shares; 2025Q2: 10,151 shares; 2025Q3: 9,908 shares; 2025Q4: 19,300 shares; 2026Q1: 8,827 shares 8,827 $1.37M 0.01% -10,473 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,453 shares; 2025Q3: 35,143 shares; 2025Q4: 43,119 shares; 2026Q1: 44,434 shares 44,434 $1.37M 0.01% +1,315 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 3,656 shares; 2025Q1: 3,533 shares; 2025Q2: 5,088 shares; 2025Q3: 4,979 shares; 2025Q4: 7,012 shares; 2026Q1: 7,905 shares 7,905 $1.37M 0.01% +893 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,549 shares; 2025Q4: 27,298 shares; 2026Q1: 37,663 shares 37,663 $1.37M 0.01% +10,365 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 13,500 shares; 2025Q1: 14,745 shares; 2025Q2: 19,493 shares; 2025Q3: 18,860 shares; 2025Q4: 24,565 shares; 2026Q1: 28,566 shares 28,566 $1.37M 0.01% +4,001 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 2,615 shares; 2025Q1: 3,041 shares; 2025Q2: 4,104 shares; 2025Q3: 4,635 shares; 2025Q4: 4,005 shares; 2026Q1: 3,861 shares 3,861 $1.36M 0.01% -144 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,383 shares; 2025Q1: 2,512 shares; 2025Q2: 2,685 shares; 2025Q3: 2,784 shares; 2025Q4: 3,182 shares; 2026Q1: 5,165 shares 5,165 $1.36M 0.01% +1,983 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,024 shares; 2026Q1: 17,999 shares 17,999 $1.36M 0.01% -3,025 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,309 shares; 2024Q4: 22,247 shares; 2025Q1: 30,415 shares; 2025Q2: 22,136 shares; 2025Q3: 11,999 shares; 2025Q4: 10,079 shares; 2026Q1: 18,011 shares 18,011 $1.36M 0.01% +7,932 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 25,699 shares; 2025Q1: 22,002 shares; 2025Q2: 23,999 shares; 2025Q3: 18,082 shares; 2025Q4: 18,647 shares; 2026Q1: 22,436 shares 22,436 $1.35M 0.01% +3,789 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,315 shares; 2024Q4: 130,838 shares; 2025Q1: 135,859 shares; 2025Q2: 142,246 shares; 2025Q3: 141,154 shares; 2025Q4: 189,627 shares; 2026Q1: 179,290 shares 179,290 $1.35M 0.01% -10,337 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,216 shares; 2025Q4: 59,057 shares; 2026Q1: 65,795 shares 65,795 $1.35M 0.01% +6,738 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,590 shares; 2025Q3: 16,738 shares; 2025Q4: 21,133 shares; 2026Q1: 29,212 shares 29,212 $1.35M 0.01% +8,079 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,740 shares; 2024Q4: 42,588 shares; 2025Q1: 49,855 shares; 2025Q2: 69,153 shares; 2025Q3: 94,600 shares; 2025Q4: 119,456 shares; 2026Q1: 134,376 shares 134,376 $1.35M 0.01% +14,920 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,325 shares; 2024Q4: 44,325 shares; 2025Q1: 42,538 shares; 2025Q2: 42,446 shares; 2025Q3: 42,446 shares; 2025Q4: 42,198 shares; 2026Q1: 32,108 shares 32,108 $1.34M 0.01% -10,090 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,104 shares; 2024Q4: 20,826 shares; 2025Q1: 18,713 shares; 2025Q2: 38,478 shares; 2025Q3: 48,184 shares; 2025Q4: 47,992 shares; 2026Q1: 31,950 shares 31,950 $1.34M 0.01% -16,042 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,933 shares; 2025Q1: 5,310 shares; 2025Q2: 5,716 shares; 2025Q3: 6,046 shares; 2025Q4: 7,259 shares; 2026Q1: 8,198 shares 8,198 $1.34M 0.01% +939 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 11,558 shares; 2025Q1: 12,143 shares; 2025Q2: 15,517 shares; 2025Q3: 17,458 shares; 2025Q4: 23,987 shares; 2026Q1: 25,125 shares 25,125 $1.34M 0.01% +1,138 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,086 shares; 2025Q1: 2,767 shares; 2025Q2: 3,140 shares; 2025Q3: 3,151 shares; 2025Q4: 4,707 shares; 2026Q1: 4,640 shares 4,640 $1.34M 0.01% -67 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,300 shares; 2025Q1: 23,812 shares; 2025Q2: 23,564 shares; 2025Q3: 28,967 shares; 2025Q4: 71,329 shares; 2026Q1: 78,243 shares 78,243 $1.34M 0.01% +6,914 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 46,688 shares; 2026Q1: 48,715 shares 48,715 $1.34M 0.01% +2,027 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 12,166 shares; 2025Q1: 8,320 shares; 2025Q2: 7,502 shares; 2025Q3: 9,703 shares; 2025Q4: 32,413 shares; 2026Q1: 43,390 shares 43,390 $1.34M 0.01% +10,977 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 4,256 shares; 2025Q1: 3,464 shares; 2025Q2: 4,439 shares; 2025Q3: 3,516 shares; 2025Q4: 5,214 shares; 2026Q1: 6,539 shares 6,539 $1.34M 0.01% +1,325 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,042 shares; 2025Q3: 70,066 shares; 2025Q4: 66,859 shares; 2026Q1: 82,696 shares 82,696 $1.33M 0.01% +15,837 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 5,550 shares; 2025Q1: 3,482 shares; 2025Q2: 7,907 shares; 2025Q3: 8,396 shares; 2025Q4: 8,960 shares; 2026Q1: 8,438 shares 8,438 $1.33M 0.01% -522 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 1,932 shares; 2025Q4: 2,597 shares; 2026Q1: 4,726 shares 4,726 $1.33M 0.01% +2,129 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,362 shares; 2025Q3: 5,574 shares; 2025Q4: 8,584 shares; 2026Q1: 20,576 shares 20,576 $1.33M 0.01% +11,992 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,404 shares; 2024Q4: 12,621 shares; 2025Q1: 13,604 shares; 2025Q2: 24,015 shares; 2025Q3: 25,554 shares; 2025Q4: 25,434 shares; 2026Q1: 26,378 shares 26,378 $1.33M 0.01% +944 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 14,778 shares; 2025Q1: 22,920 shares; 2025Q2: 21,750 shares; 2025Q3: 21,899 shares; 2025Q4: 14,478 shares; 2026Q1: 21,076 shares 21,076 $1.32M 0.01% +6,598 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 3,089 shares; 2025Q1: 1,381 shares; 2025Q2: 2,277 shares; 2025Q3: 2,764 shares; 2025Q4: 5,123 shares; 2026Q1: 3,566 shares 3,566 $1.32M 0.01% -1,557 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 7,695 shares; 2025Q1: 14,619 shares; 2025Q2: 13,521 shares; 2025Q3: 15,531 shares; 2025Q4: 22,428 shares; 2026Q1: 18,554 shares 18,554 $1.32M 0.01% -3,874 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 380 shares; 2025Q1: 396 shares; 2025Q2: 637 shares; 2025Q3: 623 shares; 2025Q4: 638 shares; 2026Q1: 598 shares 598 $1.31M 0.01% -40 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,225 shares; 2026Q1: 16,828 shares 16,828 $1.31M 0.01% +7,603 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 5,302 shares; 2025Q3: 6,874 shares; 2025Q4: 13,891 shares; 2026Q1: 20,542 shares 20,542 $1.31M 0.01% +6,651 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,883 shares; 2025Q3: 14,609 shares; 2025Q4: 13,953 shares; 2026Q1: 14,087 shares 14,087 $1.31M 0.01% +134 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,921 shares; 2025Q1: 12,528 shares; 2025Q2: 23,734 shares; 2025Q3: 23,214 shares; 2025Q4: 22,224 shares; 2026Q1: 18,500 shares 18,500 $1.31M 0.01% -3,724 Timeline VFH 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: 6,910 shares; 2024Q4: 8,600 shares; 2025Q1: 8,582 shares; 2025Q2: 8,785 shares; 2025Q3: 9,464 shares; 2025Q4: 11,087 shares; 2026Q1: 10,810 shares 10,810 $1.31M 0.01% -277 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,993 shares; 2025Q1: 5,631 shares; 2025Q2: 5,851 shares; 2025Q3: 7,295 shares; 2025Q4: 6,894 shares; 2026Q1: 15,478 shares 15,478 $1.3M 0.01% +8,584 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,330 shares; 2025Q1: 18,528 shares; 2025Q2: 28,621 shares; 2025Q3: 32,928 shares; 2025Q4: 58,557 shares; 2026Q1: 61,387 shares 61,387 $1.29M 0.01% +2,830 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 4,642 shares; 2025Q1: 5,308 shares; 2025Q2: 6,419 shares; 2025Q3: 5,931 shares; 2025Q4: 6,718 shares; 2026Q1: 7,063 shares 7,063 $1.29M 0.01% +345 Timeline JHHY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,844 shares 50,844 $1.29M 0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 10,286 shares; 2025Q1: 12,799 shares; 2025Q2: 17,267 shares; 2025Q3: 18,447 shares; 2025Q4: 18,382 shares; 2026Q1: 17,054 shares 17,054 $1.29M 0.01% -1,328 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,488 shares; 2024Q4: 37,782 shares; 2025Q1: 38,801 shares; 2025Q2: 39,990 shares; 2025Q3: 40,037 shares; 2025Q4: 45,962 shares; 2026Q1: 49,347 shares 49,347 $1.28M 0.01% +3,385 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 5,407 shares; 2025Q1: 5,475 shares; 2025Q2: 5,622 shares; 2025Q3: 5,839 shares; 2025Q4: 6,103 shares; 2026Q1: 8,736 shares 8,736 $1.28M 0.01% +2,633 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,736 shares; 2025Q2: 24,018 shares; 2025Q3: 22,207 shares; 2025Q4: 24,728 shares; 2026Q1: 25,469 shares 25,469 $1.27M 0.01% +741 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 2,353 shares; 2025Q1: 2,698 shares; 2025Q2: 2,737 shares; 2025Q3: 2,305 shares; 2025Q4: 2,480 shares; 2026Q1: 4,041 shares 4,041 $1.27M 0.01% +1,561 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,732 shares; 2024Q4: 15,495 shares; 2025Q1: 26,481 shares; 2025Q2: 31,344 shares; 2025Q3: 55,811 shares; 2025Q4: 64,667 shares; 2026Q1: 77,258 shares 77,258 $1.26M 0.01% +12,591 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 7,509 shares; 2025Q1: 8,154 shares; 2025Q2: 7,455 shares; 2025Q3: 7,168 shares; 2025Q4: 9,242 shares; 2026Q1: 16,572 shares 16,572 $1.26M 0.01% +7,330 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,530 shares; 2024Q4: 126,974 shares; 2025Q1: 93,630 shares; 2025Q2: 103,661 shares; 2025Q3: 106,413 shares; 2025Q4: 109,798 shares; 2026Q1: 116,593 shares 116,593 $1.26M 0.01% +6,795 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,991 shares; 2025Q1: 5,607 shares; 2025Q2: 5,537 shares; 2025Q3: 6,025 shares; 2025Q4: 5,804 shares; 2026Q1: 6,084 shares 6,084 $1.26M 0.01% +280 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,695 shares; 2025Q2: 26,783 shares; 2025Q3: 26,579 shares; 2025Q4: 26,317 shares; 2026Q1: 29,577 shares 29,577 $1.26M 0.01% +3,260 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,598 shares; 2025Q1: 2,126 shares; 2025Q2: 2,490 shares; 2025Q3: 2,921 shares; 2025Q4: 3,175 shares; 2026Q1: 3,652 shares 3,652 $1.25M 0.01% +477 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 12,350 shares; 2025Q1: 15,083 shares; 2025Q2: 14,680 shares; 2025Q3: 15,699 shares; 2025Q4: 69,257 shares; 2026Q1: 87,256 shares 87,256 $1.25M 0.01% +17,999 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,146 shares; 2024Q4: 25,882 shares; 2025Q1: 32,093 shares; 2025Q2: 77,312 shares; 2025Q3: 84,968 shares; 2025Q4: 90,774 shares; 2026Q1: 114,684 shares 114,684 $1.25M 0.01% +23,910 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC 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: 38,430 shares; 2025Q3: 68,237 shares; 2025Q4: 70,574 shares; 2026Q1: 73,186 shares 73,186 $1.25M 0.01% +2,612 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 19,841 shares; 2025Q1: 23,567 shares; 2025Q2: 22,842 shares; 2025Q3: 22,358 shares; 2025Q4: 22,187 shares; 2026Q1: 25,747 shares 25,747 $1.25M 0.01% +3,560 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 14,118 shares; 2025Q1: 14,658 shares; 2025Q2: 14,966 shares; 2025Q3: 14,469 shares; 2025Q4: 50,131 shares; 2026Q1: 58,022 shares 58,022 $1.24M 0.01% +7,891 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,089 shares; 2024Q4: 20,266 shares; 2025Q1: 21,735 shares; 2025Q2: 23,433 shares; 2025Q3: 25,610 shares; 2025Q4: 26,903 shares; 2026Q1: 27,831 shares 27,831 $1.24M 0.01% +928 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 8,764 shares; 2026Q1: 9,571 shares 9,571 $1.24M 0.01% +807 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,687 shares; 2026Q1: 49,687 shares 49,687 $1.24M 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 11,327 shares; 2025Q1: 13,218 shares; 2025Q2: 13,753 shares; 2025Q3: 14,963 shares; 2025Q4: 16,930 shares; 2026Q1: 17,220 shares 17,220 $1.24M 0.01% +290 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,951 shares; 2025Q1: 5,687 shares; 2025Q2: 7,946 shares; 2025Q3: 10,879 shares; 2025Q4: 10,225 shares; 2026Q1: 10,195 shares 10,195 $1.23M 0.01% -30 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,073 shares; 2025Q4: 7,604 shares; 2026Q1: 21,519 shares 21,519 $1.23M 0.01% +13,915 Timeline PPH 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: 7,049 shares; 2026Q1: 11,870 shares 11,870 $1.23M 0.01% +4,821 Timeline FXU 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: 263,064 shares; 2026Q1: 24,860 shares 24,860 $1.23M 0.01% -238,204 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,411 shares; 2025Q1: 3,178 shares; 2025Q2: 4,538 shares; 2025Q3: 4,734 shares; 2025Q4: 6,573 shares; 2026Q1: 6,833 shares 6,833 $1.23M 0.01% +260 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,237 shares; 2025Q1: 8,963 shares; 2025Q2: 15,648 shares; 2025Q3: 16,761 shares; 2025Q4: 18,022 shares; 2026Q1: 18,500 shares 18,500 $1.23M 0.01% +478 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,116 shares; 2024Q4: 41,745 shares; 2025Q1: 44,806 shares; 2025Q2: 53,258 shares; 2025Q3: 57,132 shares; 2025Q4: 53,316 shares; 2026Q1: 34,793 shares 34,793 $1.23M 0.01% -18,523 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,476 shares; 2026Q1: 149,286 shares 149,286 $1.22M 0.01% +76,810 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,730 shares; 2024Q4: 131,439 shares; 2025Q1: 175,169 shares; 2025Q2: 157,744 shares; 2025Q3: 159,585 shares; 2025Q4: 153,774 shares; 2026Q1: 144,090 shares 144,090 $1.22M 0.01% -9,684 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,352 shares; 2025Q4: 15,478 shares; 2026Q1: 15,827 shares 15,827 $1.22M 0.01% +349 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,139 shares; 2025Q1: not reported; 2025Q2: 13,215 shares; 2025Q3: 33,402 shares; 2025Q4: 94,581 shares; 2026Q1: 105,547 shares 105,547 $1.21M 0.01% +10,966 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 2,193 shares; 2025Q2: 5,193 shares; 2025Q3: 9,481 shares; 2025Q4: 10,939 shares; 2026Q1: 9,497 shares 9,497 $1.21M 0.01% -1,442 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 7,549 shares; 2025Q1: 7,213 shares; 2025Q2: 13,390 shares; 2025Q3: 14,200 shares; 2025Q4: 12,508 shares; 2026Q1: 18,532 shares 18,532 $1.21M 0.01% +6,024 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,227 shares; 2025Q2: 6,768 shares; 2025Q3: 20,795 shares; 2025Q4: 20,042 shares; 2026Q1: 28,322 shares 28,322 $1.21M 0.01% +8,280 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,121 shares; 2024Q4: 11,269 shares; 2025Q1: 12,309 shares; 2025Q2: 24,837 shares; 2025Q3: 28,349 shares; 2025Q4: 26,158 shares; 2026Q1: 45,550 shares 45,550 $1.2M 0.01% +19,392 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: 3,807 shares; 2025Q2: 4,178 shares; 2025Q3: 4,828 shares; 2025Q4: 7,153 shares; 2026Q1: 7,159 shares 7,159 $1.2M 0.01% +6 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,109 shares; 2025Q2: 8,098 shares; 2025Q3: 8,345 shares; 2025Q4: 19,365 shares; 2026Q1: 13,064 shares 13,064 $1.2M 0.01% -6,301 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,548 shares; 2026Q1: 27,548 shares 27,548 $1.2M 0.01% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,589 shares; 2026Q1: 3,529 shares 3,529 $1.2M 0.01% +940 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,990 shares; 2025Q3: 10,476 shares; 2025Q4: 14,097 shares; 2026Q1: 15,243 shares 15,243 $1.2M 0.01% +1,146 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 5,491 shares; 2025Q1: 5,165 shares; 2025Q2: 5,878 shares; 2025Q3: 6,866 shares; 2025Q4: 5,540 shares; 2026Q1: 5,676 shares 5,676 $1.19M 0.01% +136 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,643 shares; 2024Q4: 8,774 shares; 2025Q1: 10,015 shares; 2025Q2: 17,776 shares; 2025Q3: 18,540 shares; 2025Q4: 18,481 shares; 2026Q1: 19,633 shares 19,633 $1.19M 0.01% +1,152 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,663 shares; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 2,581 shares; 2025Q4: 4,946 shares; 2026Q1: 6,109 shares 6,109 $1.19M 0.01% +1,163 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,354 shares; 2025Q3: 6,076 shares; 2025Q4: 6,543 shares; 2026Q1: 6,582 shares 6,582 $1.18M 0.01% +39 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,227 shares; 2025Q1: 1,400 shares; 2025Q2: 1,627 shares; 2025Q3: 1,456 shares; 2025Q4: 1,473 shares; 2026Q1: 3,139 shares 3,139 $1.18M 0.01% +1,666 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,343 shares; 2024Q4: 113,216 shares; 2025Q1: 143,565 shares; 2025Q2: 186,198 shares; 2025Q3: 180,306 shares; 2025Q4: 191,968 shares; 2026Q1: 234,646 shares 234,646 $1.18M 0.01% +42,678 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: 6,058 shares; 2025Q2: 7,695 shares; 2025Q3: 9,360 shares; 2025Q4: 9,489 shares; 2026Q1: 11,055 shares 11,055 $1.17M 0.01% +1,566 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,468 shares; 2026Q1: 10,188 shares 10,188 $1.17M 0.01% +3,720 Timeline GMUB 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: 20,159 shares; 2025Q3: 21,147 shares; 2025Q4: 22,799 shares; 2026Q1: 22,799 shares 22,799 $1.16M 0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,343 shares; 2025Q1: 68,832 shares; 2025Q2: 77,091 shares; 2025Q3: 88,753 shares; 2025Q4: 110,320 shares; 2026Q1: 120,684 shares 120,684 $1.16M 0.01% +10,364 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,639 shares; 2024Q4: 21,166 shares; 2025Q1: 21,964 shares; 2025Q2: 21,423 shares; 2025Q3: 31,262 shares; 2025Q4: 24,149 shares; 2026Q1: 23,466 shares 23,466 $1.16M 0.01% -683 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 13,362 shares; 2025Q3: 13,433 shares; 2025Q4: 118,817 shares; 2026Q1: 112,701 shares 112,701 $1.16M 0.01% -6,116 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,555 shares; 2025Q1: 5,208 shares; 2025Q2: 10,450 shares; 2025Q3: 9,535 shares; 2025Q4: 9,792 shares; 2026Q1: 11,982 shares 11,982 $1.16M 0.01% +2,190 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,993 shares; 2025Q3: 4,110 shares; 2025Q4: 4,383 shares; 2026Q1: 4,681 shares 4,681 $1.16M 0.01% +298 Timeline IYG 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: 3,258 shares; 2025Q1: 3,685 shares; 2025Q2: 3,680 shares; 2025Q3: 4,963 shares; 2025Q4: 13,564 shares; 2026Q1: 13,984 shares 13,984 $1.16M 0.01% +420 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,905 shares; 2024Q4: 19,248 shares; 2025Q1: 22,967 shares; 2025Q2: 31,641 shares; 2025Q3: 35,255 shares; 2025Q4: 34,951 shares; 2026Q1: 19,182 shares 19,182 $1.16M 0.01% -15,769 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,987 shares; 2024Q4: 15,418 shares; 2025Q1: 16,578 shares; 2025Q2: 33,446 shares; 2025Q3: 31,569 shares; 2025Q4: 24,410 shares; 2026Q1: 23,843 shares 23,843 $1.16M 0.01% -567 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,411 shares; 2025Q1: 3,935 shares; 2025Q2: 5,302 shares; 2025Q3: 5,212 shares; 2025Q4: 7,800 shares; 2026Q1: 8,115 shares 8,115 $1.15M 0.01% +315 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,290 shares; 2024Q4: 12,593 shares; 2025Q1: 14,347 shares; 2025Q2: 16,880 shares; 2025Q3: 17,860 shares; 2025Q4: 17,802 shares; 2026Q1: 17,541 shares 17,541 $1.15M 0.01% -261 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478 shares; 2025Q1: 3,383 shares; 2025Q2: 6,130 shares; 2025Q3: 8,306 shares; 2025Q4: 5,321 shares; 2026Q1: 5,421 shares 5,421 $1.15M 0.01% +100 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 11,620 shares; 2025Q1: 15,074 shares; 2025Q2: 25,554 shares; 2025Q3: 26,776 shares; 2025Q4: 22,927 shares; 2026Q1: 28,454 shares 28,454 $1.15M 0.01% +5,527 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,503 shares; 2025Q2: 20,369 shares; 2025Q3: 39,722 shares; 2025Q4: 82,480 shares; 2026Q1: 93,021 shares 93,021 $1.15M 0.01% +10,541 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 8,824 shares; 2025Q1: 7,269 shares; 2025Q2: 6,899 shares; 2025Q3: 6,792 shares; 2025Q4: 7,052 shares; 2026Q1: 6,518 shares 6,518 $1.15M 0.01% -534 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 3,444 shares; 2026Q1: 3,510 shares 3,510 $1.14M 0.01% +66 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 14,373 shares; 2025Q3: 16,772 shares; 2025Q4: 18,292 shares; 2026Q1: 20,165 shares 20,165 $1.14M 0.01% +1,873 Timeline PMBS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,029 shares 23,029 $1.14M 0.01% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,980 shares; 2024Q4: 16,499 shares; 2025Q1: 12,203 shares; 2025Q2: 14,301 shares; 2025Q3: 14,697 shares; 2025Q4: 14,731 shares; 2026Q1: 15,500 shares 15,500 $1.14M 0.01% +769 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,634 shares; 2024Q4: 33,849 shares; 2025Q1: 30,635 shares; 2025Q2: 29,858 shares; 2025Q3: 36,598 shares; 2025Q4: 40,301 shares; 2026Q1: 76,856 shares 76,856 $1.14M 0.01% +36,555 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 8,312 shares; 2025Q1: 9,224 shares; 2025Q2: 11,675 shares; 2025Q3: 12,212 shares; 2025Q4: 10,780 shares; 2026Q1: 13,715 shares 13,715 $1.13M 0.01% +2,935 Timeline FMB 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: 18,638 shares; 2024Q4: 14,808 shares; 2025Q1: 15,013 shares; 2025Q2: 11,300 shares; 2025Q3: 14,122 shares; 2025Q4: 24,880 shares; 2026Q1: 22,262 shares 22,262 $1.13M 0.01% -2,618 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,004 shares; 2025Q1: 33,328 shares; 2025Q2: 90,157 shares; 2025Q3: 99,890 shares; 2025Q4: 101,485 shares; 2026Q1: 131,070 shares 131,070 $1.13M 0.01% +29,585 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,903 shares; 2025Q1: 5,469 shares; 2025Q2: 7,275 shares; 2025Q3: 7,400 shares; 2025Q4: 10,196 shares; 2026Q1: 15,195 shares 15,195 $1.12M 0.01% +4,999 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,461 shares; 2025Q1: 1,337 shares; 2025Q2: 1,986 shares; 2025Q3: 2,031 shares; 2025Q4: 3,287 shares; 2026Q1: 4,522 shares 4,522 $1.12M 0.01% +1,235 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 3,705 shares; 2025Q2: 4,107 shares; 2025Q3: 4,441 shares; 2025Q4: 4,673 shares; 2026Q1: 5,741 shares 5,741 $1.12M 0.01% +1,068 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 7,927 shares; 2025Q1: 9,864 shares; 2025Q2: 10,020 shares; 2025Q3: 15,214 shares; 2025Q4: 18,819 shares; 2026Q1: 16,851 shares 16,851 $1.11M 0.01% -1,968 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 3,160 shares; 2025Q1: 3,659 shares; 2025Q2: 3,287 shares; 2025Q3: 3,693 shares; 2025Q4: 3,392 shares; 2026Q1: 3,106 shares 3,106 $1.11M 0.01% -286 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,952 shares 43,952 $1.11M 0.01% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,658 shares; 2025Q1: 8,210 shares; 2025Q2: 9,339 shares; 2025Q3: 13,594 shares; 2025Q4: 12,831 shares; 2026Q1: 12,535 shares 12,535 $1.11M 0.01% -296 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,646 shares; 2025Q1: 4,449 shares; 2025Q2: 8,929 shares; 2025Q3: 19,162 shares; 2025Q4: 20,736 shares; 2026Q1: 22,651 shares 22,651 $1.11M 0.01% +1,915 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 3,390 shares; 2025Q1: 3,735 shares; 2025Q2: 5,573 shares; 2025Q3: 6,740 shares; 2025Q4: 5,978 shares; 2026Q1: 5,072 shares 5,072 $1.11M 0.01% -906 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 6,845 shares; 2025Q1: 7,380 shares; 2025Q2: 9,160 shares; 2025Q3: 9,551 shares; 2025Q4: 8,940 shares; 2026Q1: 8,272 shares 8,272 $1.11M 0.01% -668 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 8,581 shares; 2025Q1: 8,401 shares; 2025Q2: 8,316 shares; 2025Q3: 6,364 shares; 2025Q4: 6,311 shares; 2026Q1: 14,312 shares 14,312 $1.1M 0.01% +8,001 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 3,749 shares; 2025Q1: 4,766 shares; 2025Q2: 10,224 shares; 2025Q3: 13,965 shares; 2025Q4: 12,962 shares; 2026Q1: 13,339 shares 13,339 $1.1M 0.01% +377 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,082 shares 22,082 $1.1M 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,439 shares; 2025Q1: 28,869 shares; 2025Q2: 38,462 shares; 2025Q3: 27,831 shares; 2025Q4: 29,775 shares; 2026Q1: 48,372 shares 48,372 $1.1M 0.01% +18,597 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,056 shares; 2024Q4: 34,487 shares; 2025Q1: 33,128 shares; 2025Q2: 33,875 shares; 2025Q3: 34,581 shares; 2025Q4: 29,383 shares; 2026Q1: 29,891 shares 29,891 $1.1M 0.01% +508 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,036 shares; 2025Q4: 36,405 shares; 2026Q1: 9,700 shares 9,700 $1.09M 0.01% -26,705 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,103 shares; 2025Q3: 5,710 shares; 2025Q4: 14,229 shares; 2026Q1: 22,171 shares 22,171 $1.09M 0.01% +7,942 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,337 shares; 2025Q3: 24,742 shares; 2025Q4: 30,514 shares; 2026Q1: 32,200 shares 32,200 $1.09M 0.01% +1,686 Timeline JCPB 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: 10,203 shares; 2025Q3: 23,637 shares; 2025Q4: 23,156 shares; 2026Q1: 23,236 shares 23,236 $1.09M 0.01% +80 Timeline LDUR 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: not reported; 2025Q1: not reported; 2025Q2: 9,894 shares; 2025Q3: 11,208 shares; 2025Q4: 11,108 shares; 2026Q1: 11,391 shares 11,391 $1.09M 0.01% +283 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,128 shares; 2025Q3: 15,631 shares; 2025Q4: 30,132 shares; 2026Q1: 31,272 shares 31,272 $1.09M 0.01% +1,140 Timeline TIP 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: 5,827 shares; 2024Q4: 7,660 shares; 2025Q1: 6,061 shares; 2025Q2: 7,679 shares; 2025Q3: 13,389 shares; 2025Q4: 11,621 shares; 2026Q1: 9,864 shares 9,864 $1.09M 0.01% -1,757 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,671 shares; 2025Q1: 13,948 shares; 2025Q2: 19,712 shares; 2025Q3: 24,480 shares; 2025Q4: 26,377 shares; 2026Q1: 28,191 shares 28,191 $1.09M 0.01% +1,814 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,312 shares; 2024Q4: 21,302 shares; 2025Q1: 7,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,073 shares 30,073 $1.09M 0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: 2,789 shares; 2025Q3: 5,760 shares; 2025Q4: 9,001 shares; 2026Q1: 12,531 shares 12,531 $1.08M 0.01% +3,530 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,826 shares; 2025Q1: 1,901 shares; 2025Q2: 3,351 shares; 2025Q3: 3,994 shares; 2025Q4: 5,194 shares; 2026Q1: 5,565 shares 5,565 $1.08M 0.01% +371 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,780 shares; 2024Q4: 13,280 shares; 2025Q1: 14,450 shares; 2025Q2: 14,450 shares; 2025Q3: 22,350 shares; 2025Q4: 202,685 shares; 2026Q1: 287,221 shares 287,221 $1.08M 0.01% +84,536 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,938 shares; 2025Q2: 2,225 shares; 2025Q3: 3,462 shares; 2025Q4: 4,583 shares; 2026Q1: 5,385 shares 5,385 $1.08M 0.01% +802 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 14,395 shares; 2025Q1: 17,829 shares; 2025Q2: 20,241 shares; 2025Q3: 19,753 shares; 2025Q4: 21,716 shares; 2026Q1: 20,988 shares 20,988 $1.07M 0.01% -728 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,650 shares; 2025Q2: 64,716 shares; 2025Q3: 24,044 shares; 2025Q4: 26,371 shares; 2026Q1: 27,410 shares 27,410 $1.07M 0.01% +1,039 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,808 shares; 2025Q4: 11,037 shares; 2026Q1: 11,618 shares 11,618 $1.07M 0.01% +581 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,968 shares; 2025Q4: 2,418 shares; 2026Q1: 6,969 shares 6,969 $1.07M 0.01% +4,551 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,530 shares; 2025Q3: 2,743 shares; 2025Q4: 2,697 shares; 2026Q1: 3,230 shares 3,230 $1.07M 0.01% +533 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $1.07M 0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 5,192 shares; 2025Q3: 17,217 shares; 2025Q4: 15,406 shares; 2026Q1: 16,226 shares 16,226 $1.06M 0.01% +820 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 22,689 shares; 2025Q1: 37,860 shares; 2025Q2: 53,797 shares; 2025Q3: 71,137 shares; 2025Q4: 74,147 shares; 2026Q1: 79,089 shares 79,089 $1.06M 0.01% +4,942 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,075 shares 72,075 $1.06M 0.01% new Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 8,616 shares; 2025Q1: 9,558 shares; 2025Q2: 11,191 shares; 2025Q3: 11,835 shares; 2025Q4: 8,825 shares; 2026Q1: 10,181 shares 10,181 $1.06M 0.01% +1,356 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 5,953 shares; 2025Q1: 6,708 shares; 2025Q2: 7,975 shares; 2025Q3: 8,631 shares; 2025Q4: 10,884 shares; 2026Q1: 10,518 shares 10,518 $1.06M 0.01% -366 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,318 shares; 2025Q1: 13,080 shares; 2025Q2: 13,145 shares; 2025Q3: 12,158 shares; 2025Q4: 13,233 shares; 2026Q1: 15,189 shares 15,189 $1.05M 0.01% +1,956 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,680 shares; 2025Q3: 6,324 shares; 2025Q4: 5,221 shares; 2026Q1: 4,863 shares 4,863 $1.05M 0.01% -358 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,879 shares; 2025Q2: 67,453 shares; 2025Q3: 80,551 shares; 2025Q4: 82,308 shares; 2026Q1: 82,941 shares 82,941 $1.05M 0.01% +633 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly 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: 16,864 shares; 2025Q4: 18,327 shares; 2026Q1: 22,818 shares 22,818 $1.05M 0.01% +4,491 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 2,965 shares; 2025Q3: 2,912 shares; 2025Q4: 3,663 shares; 2026Q1: 3,741 shares 3,741 $1.05M 0.01% +78 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,935 shares; 2025Q1: 31,158 shares; 2025Q2: 30,778 shares; 2025Q3: 22,382 shares; 2025Q4: 18,083 shares; 2026Q1: 7,754 shares 7,754 $1.05M 0.01% -10,329 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,289 shares 37,289 $1.05M 0.01% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,164 shares; 2025Q2: 25,399 shares; 2025Q3: 30,091 shares; 2025Q4: 40,187 shares; 2026Q1: 42,029 shares 42,029 $1.04M 0.01% +1,842 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,382 shares; 2026Q1: 25,038 shares 25,038 $1.04M 0.01% +9,656 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,602 shares; 2026Q1: 6,137 shares 6,137 $1.04M 0.01% +4,535 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 5,430 shares; 2025Q1: 6,352 shares; 2025Q2: 11,324 shares; 2025Q3: 10,029 shares; 2025Q4: 9,087 shares; 2026Q1: 7,455 shares 7,455 $1.04M 0.01% -1,632 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,810 shares; 2024Q4: 19,238 shares; 2025Q1: 18,183 shares; 2025Q2: not reported; 2025Q3: 34,949 shares; 2025Q4: 34,924 shares; 2026Q1: 35,678 shares 35,678 $1.03M 0.01% +754 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,448 shares; 2024Q4: 32,408 shares; 2025Q1: 32,475 shares; 2025Q2: 32,784 shares; 2025Q3: 32,992 shares; 2025Q4: 38,758 shares; 2026Q1: 43,160 shares 43,160 $1.03M 0.01% +4,402 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 11,778 shares; 2025Q1: 9,302 shares; 2025Q2: 18,394 shares; 2025Q3: 15,416 shares; 2025Q4: 13,853 shares; 2026Q1: 13,575 shares 13,575 $1.03M 0.01% -278 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,650 shares 40,650 $1.03M 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,824 shares; 2025Q1: 5,947 shares; 2025Q2: 8,572 shares; 2025Q3: 6,983 shares; 2025Q4: 8,148 shares; 2026Q1: 9,016 shares 9,016 $1.03M 0.01% +868 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,367 shares; 2025Q1: 2,883 shares; 2025Q2: not reported; 2025Q3: 1,168 shares; 2025Q4: 2,841 shares; 2026Q1: 4,155 shares 4,155 $1.03M 0.01% +1,314 Timeline PIE 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: 8,536 shares; 2025Q4: 32,308 shares; 2026Q1: 39,235 shares 39,235 $1.02M 0.01% +6,927 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,847 shares; 2025Q1: 18,127 shares; 2025Q2: 20,580 shares; 2025Q3: 21,789 shares; 2025Q4: 23,220 shares; 2026Q1: 26,167 shares 26,167 $1.02M 0.01% +2,947 Timeline IYC 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: 10,202 shares; 2025Q1: 10,477 shares; 2025Q2: 10,066 shares; 2025Q3: 10,069 shares; 2025Q4: 10,509 shares; 2026Q1: 10,494 shares 10,494 $1.02M 0.01% -15 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,899 shares; 2024Q4: 65,394 shares; 2025Q1: 72,902 shares; 2025Q2: 71,626 shares; 2025Q3: 21,250 shares; 2025Q4: 13,238 shares; 2026Q1: 22,301 shares 22,301 $1.01M 0.01% +9,063 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 7,179 shares; 2025Q1: 7,090 shares; 2025Q2: 9,063 shares; 2025Q3: 9,555 shares; 2025Q4: 11,568 shares; 2026Q1: 13,540 shares 13,540 $1.01M 0.01% +1,972 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,873 shares; 2025Q3: 18,342 shares; 2025Q4: 15,688 shares; 2026Q1: 13,606 shares 13,606 $1.01M <0.01% -2,082 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,672 shares; 2025Q1: 4,095 shares; 2025Q2: 5,089 shares; 2025Q3: 5,430 shares; 2025Q4: 6,586 shares; 2026Q1: 7,498 shares 7,498 $1.01M <0.01% +912 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 1,166 shares; 2025Q1: 1,542 shares; 2025Q2: 1,387 shares; 2025Q3: 1,456 shares; 2025Q4: 1,897 shares; 2026Q1: 1,378 shares 1,378 $1.01M <0.01% -519 Timeline VVX V2X INC More: the full row for V2X 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: 10,586 shares; 2025Q4: 14,549 shares; 2026Q1: 14,783 shares 14,783 $1.01M <0.01% +234 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 6,512 shares; 2025Q1: 8,162 shares; 2025Q2: 7,246 shares; 2025Q3: 7,341 shares; 2025Q4: 7,957 shares; 2026Q1: 7,889 shares 7,889 $1M <0.01% -68 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,780 shares; 2025Q1: 6,933 shares; 2025Q2: 7,730 shares; 2025Q3: 9,007 shares; 2025Q4: 9,579 shares; 2026Q1: 12,080 shares 12,080 $1M <0.01% +2,501 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,440 shares; 2025Q1: 3,477 shares; 2025Q2: 4,970 shares; 2025Q3: 5,272 shares; 2025Q4: 4,849 shares; 2026Q1: 6,450 shares 6,450 $1M <0.01% +1,601 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,802 shares; 2025Q1: 1,878 shares; 2025Q2: 2,729 shares; 2025Q3: 3,374 shares; 2025Q4: 3,809 shares; 2026Q1: 3,979 shares 3,979 $1M <0.01% +170 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 714 shares; 2025Q1: 839 shares; 2025Q2: 1,322 shares; 2025Q3: 1,098 shares; 2025Q4: 1,079 shares; 2026Q1: 2,392 shares 2,392 $1M <0.01% +1,313 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 5,544 shares; 2025Q1: 5,701 shares; 2025Q2: 13,264 shares; 2025Q3: 14,597 shares; 2025Q4: 14,109 shares; 2026Q1: 12,275 shares 12,275 $1M <0.01% -1,834 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,948 shares; 2024Q4: 26,628 shares; 2025Q1: 27,145 shares; 2025Q2: 34,341 shares; 2025Q3: 27,633 shares; 2025Q4: 24,719 shares; 2026Q1: 25,592 shares 25,592 $1000K <0.01% +873 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,595 shares; 2026Q1: 11,470 shares 11,470 $997K <0.01% +6,875 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 42,912 shares; 2025Q3: 42,969 shares; 2025Q4: 42,438 shares; 2026Q1: 27,547 shares 27,547 $995K <0.01% -14,891 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,977 shares; 2026Q1: 196,236 shares 196,236 $995K <0.01% -741 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 5,325 shares; 2025Q1: 6,150 shares; 2025Q2: 7,518 shares; 2025Q3: 7,152 shares; 2025Q4: 6,984 shares; 2026Q1: 6,980 shares 6,980 $994K <0.01% -4 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 13,369 shares; 2025Q1: 15,816 shares; 2025Q2: 20,821 shares; 2025Q3: 20,383 shares; 2025Q4: 24,521 shares; 2026Q1: 29,414 shares 29,414 $992K <0.01% +4,893 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 9,509 shares; 2025Q3: 15,596 shares; 2025Q4: 14,977 shares; 2026Q1: 14,135 shares 14,135 $991K <0.01% -842 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 6,014 shares; 2025Q1: 7,297 shares; 2025Q2: 15,095 shares; 2025Q3: 17,790 shares; 2025Q4: 15,406 shares; 2026Q1: 11,380 shares 11,380 $991K <0.01% -4,026 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,154 shares; 2026Q1: 92,698 shares 92,698 $991K <0.01% +9,544 Timeline PKW 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: 6,232 shares; 2024Q4: 7,201 shares; 2025Q1: 5,772 shares; 2025Q2: 5,786 shares; 2025Q3: 5,939 shares; 2025Q4: 6,662 shares; 2026Q1: 7,549 shares 7,549 $991K <0.01% +887 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,646 shares; 2024Q4: 80,256 shares; 2025Q1: 80,657 shares; 2025Q2: 85,250 shares; 2025Q3: 18,691 shares; 2025Q4: 144,589 shares; 2026Q1: 157,399 shares 157,399 $990K <0.01% +12,810 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,182 shares; 2025Q2: 11,411 shares; 2025Q3: 15,603 shares; 2025Q4: 16,983 shares; 2026Q1: 19,809 shares 19,809 $989K <0.01% +2,826 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,235 shares; 2025Q4: 3,019 shares; 2026Q1: 7,635 shares 7,635 $988K <0.01% +4,616 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,125 shares; 2024Q4: 133,331 shares; 2025Q1: 78,510 shares; 2025Q2: 35,239 shares; 2025Q3: 28,999 shares; 2025Q4: 29,041 shares; 2026Q1: 52,028 shares 52,028 $987K <0.01% +22,987 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 974 shares; 2025Q1: 1,225 shares; 2025Q2: 1,350 shares; 2025Q3: 1,443 shares; 2025Q4: 1,101 shares; 2026Q1: 922 shares 922 $985K <0.01% -179 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,485 shares; 2024Q4: 35,878 shares; 2025Q1: 35,333 shares; 2025Q2: 7,120 shares; 2025Q3: 6,758 shares; 2025Q4: 7,921 shares; 2026Q1: 19,392 shares 19,392 $982K <0.01% +11,471 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 18,699 shares; 2025Q1: 19,724 shares; 2025Q2: 21,296 shares; 2025Q3: 19,045 shares; 2025Q4: 13,468 shares; 2026Q1: 15,701 shares 15,701 $981K <0.01% +2,233 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 3,535 shares; 2025Q1: 3,128 shares; 2025Q2: 3,387 shares; 2025Q3: 3,274 shares; 2025Q4: 3,287 shares; 2026Q1: 6,874 shares 6,874 $980K <0.01% +3,587 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 7,563 shares; 2025Q1: 9,898 shares; 2025Q2: 10,813 shares; 2025Q3: 11,047 shares; 2025Q4: 11,478 shares; 2026Q1: 10,633 shares 10,633 $978K <0.01% -845 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,187 shares; 2024Q4: 10,344 shares; 2025Q1: 15,461 shares; 2025Q2: 17,085 shares; 2025Q3: 18,623 shares; 2025Q4: 20,334 shares; 2026Q1: 29,015 shares 29,015 $977K <0.01% +8,681 Timeline XMMO 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: 2,832 shares; 2024Q4: 3,301 shares; 2025Q1: 3,944 shares; 2025Q2: 3,402 shares; 2025Q3: 3,431 shares; 2025Q4: 3,501 shares; 2026Q1: 6,730 shares 6,730 $976K <0.01% +3,229 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 8,066 shares; 2025Q1: 10,481 shares; 2025Q2: 11,320 shares; 2025Q3: 13,940 shares; 2025Q4: 17,249 shares; 2026Q1: 17,260 shares 17,260 $975K <0.01% +11 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,276 shares; 2025Q1: 56,630 shares; 2025Q2: 56,706 shares; 2025Q3: 56,778 shares; 2025Q4: 93,078 shares; 2026Q1: 93,425 shares 93,425 $970K <0.01% +347 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,906 shares; 2025Q1: 1,672 shares; 2025Q2: 1,277 shares; 2025Q3: 1,092 shares; 2025Q4: 1,343 shares; 2026Q1: 2,835 shares 2,835 $969K <0.01% +1,492 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,308 shares; 2026Q1: 21,163 shares 21,163 $967K <0.01% -1,145 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,150 shares; 2024Q4: 13,846 shares; 2025Q1: 39,195 shares; 2025Q2: 45,542 shares; 2025Q3: 48,195 shares; 2025Q4: 100,197 shares; 2026Q1: 104,979 shares 104,979 $967K <0.01% +4,782 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,514 shares; 2024Q4: 22,734 shares; 2025Q1: 13,201 shares; 2025Q2: 12,187 shares; 2025Q3: 12,126 shares; 2025Q4: 13,737 shares; 2026Q1: 13,491 shares 13,491 $966K <0.01% -246 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,453 shares; 2024Q4: 27,747 shares; 2025Q1: 30,037 shares; 2025Q2: 34,558 shares; 2025Q3: 38,066 shares; 2025Q4: 40,256 shares; 2026Q1: 39,650 shares 39,650 $964K <0.01% -606 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 97,741 shares; 2025Q1: 12,215 shares; 2025Q2: 11,526 shares; 2025Q3: 13,837 shares; 2025Q4: 13,031 shares; 2026Q1: 36,130 shares 36,130 $964K <0.01% +23,099 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 3,064 shares; 2025Q1: 3,294 shares; 2025Q2: 3,573 shares; 2025Q3: 3,285 shares; 2025Q4: 4,979 shares; 2026Q1: 5,857 shares 5,857 $960K <0.01% +878 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,480 shares; 2025Q1: 6,984 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares; 2025Q4: 7,015 shares; 2026Q1: 6,914 shares 6,914 $957K <0.01% -101 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,717 shares; 2025Q3: 19,668 shares; 2025Q4: 29,716 shares; 2026Q1: 38,723 shares 38,723 $955K <0.01% +9,007 Timeline SUSC 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: 7,546 shares; 2025Q2: 14,726 shares; 2025Q3: 39,719 shares; 2025Q4: 38,482 shares; 2026Q1: 41,262 shares 41,262 $954K <0.01% +2,780 Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 12,456 shares; 2025Q3: 13,058 shares; 2025Q4: 8,729 shares; 2026Q1: 7,149 shares 7,149 $950K <0.01% -1,580 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 21,961 shares; 2025Q1: 26,253 shares; 2025Q2: 27,314 shares; 2025Q3: 38,587 shares; 2025Q4: 39,522 shares; 2026Q1: 49,216 shares 49,216 $949K <0.01% +9,694 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 8,107 shares; 2025Q1: 10,330 shares; 2025Q2: 10,291 shares; 2025Q3: 11,236 shares; 2025Q4: 7,617 shares; 2026Q1: 27,122 shares 27,122 $948K <0.01% +19,505 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly 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: 118,714 shares; 2026Q1: 104,536 shares 104,536 $946K <0.01% -14,178 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 16,024 shares; 2025Q1: 17,553 shares; 2025Q2: 8,150 shares; 2025Q3: 8,159 shares; 2025Q4: 7,934 shares; 2026Q1: 8,198 shares 8,198 $943K <0.01% +264 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,353 shares 17,353 $943K <0.01% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,415 shares; 2026Q1: 18,718 shares 18,718 $942K <0.01% -5,697 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 10,843 shares; 2025Q1: 10,843 shares; 2025Q2: 10,043 shares; 2025Q3: 10,109 shares; 2025Q4: 10,428 shares; 2026Q1: 27,928 shares 27,928 $940K <0.01% +17,500 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 5,169 shares; 2025Q1: 5,529 shares; 2025Q2: 7,317 shares; 2025Q3: 8,544 shares; 2025Q4: 10,934 shares; 2026Q1: 18,108 shares 18,108 $940K <0.01% +7,174 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,783 shares; 2025Q1: 2,689 shares; 2025Q2: 3,759 shares; 2025Q3: 4,226 shares; 2025Q4: 4,194 shares; 2026Q1: 2,979 shares 2,979 $935K <0.01% -1,215 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 11,225 shares; 2025Q1: 13,319 shares; 2025Q2: 19,458 shares; 2025Q3: 20,396 shares; 2025Q4: 21,560 shares; 2026Q1: 21,390 shares 21,390 $935K <0.01% -170 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,463 shares; 2025Q3: 34,263 shares; 2025Q4: 42,450 shares; 2026Q1: 46,353 shares 46,353 $929K <0.01% +3,903 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,898 shares; 2025Q1: 2,145 shares; 2025Q2: 2,200 shares; 2025Q3: 2,420 shares; 2025Q4: 2,708 shares; 2026Q1: 2,888 shares 2,888 $929K <0.01% +180 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 9,644 shares; 2025Q1: 8,038 shares; 2025Q2: 10,385 shares; 2025Q3: 10,866 shares; 2025Q4: 8,768 shares; 2026Q1: 8,003 shares 8,003 $925K <0.01% -765 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,389 shares; 2025Q1: 1,528 shares; 2025Q2: 1,649 shares; 2025Q3: 1,565 shares; 2025Q4: 1,676 shares; 2026Q1: 1,856 shares 1,856 $919K <0.01% +180 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,663 shares; 2025Q2: 2,755 shares; 2025Q3: 2,832 shares; 2025Q4: 4,161 shares; 2026Q1: 5,372 shares 5,372 $917K <0.01% +1,211 Timeline SPHB 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: 2,077 shares; 2025Q3: 2,213 shares; 2025Q4: 2,063 shares; 2026Q1: 6,596 shares 6,596 $917K <0.01% +4,533 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,876 shares; 2025Q3: 24,200 shares; 2025Q4: 34,159 shares; 2026Q1: 34,848 shares 34,848 $916K <0.01% +689 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 13,374 shares; 2025Q1: 13,592 shares; 2025Q2: 15,353 shares; 2025Q3: 16,343 shares; 2025Q4: 17,403 shares; 2026Q1: 20,554 shares 20,554 $914K <0.01% +3,151 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,510 shares 14,510 $913K <0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,520 shares; 2025Q1: 1,452 shares; 2025Q2: 2,156 shares; 2025Q3: 1,735 shares; 2025Q4: 2,573 shares; 2026Q1: 3,071 shares 3,071 $913K <0.01% +498 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,523 shares; 2025Q1: 28,800 shares; 2025Q2: 25,146 shares; 2025Q3: 23,397 shares; 2025Q4: 28,520 shares; 2026Q1: 37,453 shares 37,453 $909K <0.01% +8,933 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 3,295 shares; 2025Q1: 4,424 shares; 2025Q2: 5,112 shares; 2025Q3: 4,994 shares; 2025Q4: 99,673 shares; 2026Q1: 7,724 shares 7,724 $909K <0.01% -91,949 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,877 shares; 2025Q1: 2,839 shares; 2025Q2: 2,825 shares; 2025Q3: 2,818 shares; 2025Q4: 3,531 shares; 2026Q1: 9,936 shares 9,936 $907K <0.01% +6,405 Timeline HAP 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: 10,940 shares; 2026Q1: 12,476 shares 12,476 $905K <0.01% +1,536 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 15,726 shares; 2025Q1: 24,211 shares; 2025Q2: 35,637 shares; 2025Q3: 37,964 shares; 2025Q4: 38,793 shares; 2026Q1: 36,811 shares 36,811 $904K <0.01% -1,982 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,339 shares; 2025Q2: 14,776 shares; 2025Q3: 15,580 shares; 2025Q4: 12,021 shares; 2026Q1: 18,196 shares 18,196 $902K <0.01% +6,175 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,533 shares; 2025Q1: 11,643 shares; 2025Q2: 10,913 shares; 2025Q3: 11,063 shares; 2025Q4: 11,065 shares; 2026Q1: 9,955 shares 9,955 $901K <0.01% -1,110 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,866 shares; 2025Q1: 2,461 shares; 2025Q2: 3,149 shares; 2025Q3: 4,036 shares; 2025Q4: 4,570 shares; 2026Q1: 4,562 shares 4,562 $900K <0.01% -8 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,891 shares; 2024Q4: 11,737 shares; 2025Q1: 10,682 shares; 2025Q2: 20,373 shares; 2025Q3: 30,075 shares; 2025Q4: 43,902 shares; 2026Q1: 33,911 shares 33,911 $897K <0.01% -9,991 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,131 shares; 2025Q1: 14,135 shares; 2025Q2: 16,305 shares; 2025Q3: 14,531 shares; 2025Q4: 20,943 shares; 2026Q1: 14,005 shares 14,005 $895K <0.01% -6,938 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,548 shares; 2025Q1: 13,548 shares; 2025Q2: 13,583 shares; 2025Q3: 11,809 shares; 2025Q4: 16,689 shares; 2026Q1: 16,964 shares 16,964 $895K <0.01% +275 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 1,721 shares; 2025Q1: 1,783 shares; 2025Q2: 2,859 shares; 2025Q3: 3,530 shares; 2025Q4: 4,285 shares; 2026Q1: 5,037 shares 5,037 $893K <0.01% +752 Timeline FLCC 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: 16,502 shares; 2025Q1: 20,511 shares; 2025Q2: 22,653 shares; 2025Q3: 23,078 shares; 2025Q4: 23,945 shares; 2026Q1: 28,848 shares 28,848 $892K <0.01% +4,903 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,936 shares; 2025Q2: 25,832 shares; 2025Q3: 31,863 shares; 2025Q4: 33,595 shares; 2026Q1: 34,333 shares 34,333 $891K <0.01% +738 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 7,241 shares; 2026Q1: 10,421 shares 10,421 $888K <0.01% +3,180 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,553 shares 17,553 $886K <0.01% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,594 shares; 2026Q1: 7,857 shares 7,857 $885K <0.01% +3,263 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,544 shares; 2024Q4: 12,040 shares; 2025Q1: 12,069 shares; 2025Q2: 10,717 shares; 2025Q3: 12,512 shares; 2025Q4: 12,032 shares; 2026Q1: 12,089 shares 12,089 $882K <0.01% +57 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 20,703 shares; 2025Q1: 22,067 shares; 2025Q2: 18,870 shares; 2025Q3: 17,699 shares; 2025Q4: 18,502 shares; 2026Q1: 18,653 shares 18,653 $881K <0.01% +151 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,081 shares; 2025Q3: 13,833 shares; 2025Q4: 14,939 shares; 2026Q1: 14,085 shares 14,085 $879K <0.01% -854 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,216 shares; 2025Q2: 9,108 shares; 2025Q3: 9,254 shares; 2025Q4: 9,439 shares; 2026Q1: 9,416 shares 9,416 $873K <0.01% -23 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 5,672 shares; 2025Q1: 5,623 shares; 2025Q2: 5,420 shares; 2025Q3: 5,335 shares; 2025Q4: 5,458 shares; 2026Q1: 4,764 shares 4,764 $870K <0.01% -694 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 788 shares; 2025Q1: 755 shares; 2025Q2: 750 shares; 2025Q3: 772 shares; 2025Q4: 876 shares; 2026Q1: 730 shares 730 $870K <0.01% -146 EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,359 shares; 2025Q1: 2,692 shares; 2025Q2: 4,705 shares; 2025Q3: 5,892 shares; 2025Q4: 5,359 shares; 2026Q1: 4,578 shares 4,578 $867K <0.01% -781 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,360 shares; 2025Q1: 2,986 shares; 2025Q2: 9,457 shares; 2025Q3: 9,378 shares; 2025Q4: 9,158 shares; 2026Q1: 10,181 shares 10,181 $865K <0.01% +1,023 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly 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: 56,723 shares; 2026Q1: 129,179 shares 129,179 $860K <0.01% +72,456 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,532 shares; 2025Q1: 1,497 shares; 2025Q2: 1,708 shares; 2025Q3: 1,763 shares; 2025Q4: 2,603 shares; 2026Q1: 2,887 shares 2,887 $859K <0.01% +284 Timeline PFXF 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: 28,050 shares; 2025Q2: 34,552 shares; 2025Q3: 27,545 shares; 2025Q4: 48,818 shares; 2026Q1: 48,930 shares 48,930 $858K <0.01% +112 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 10,595 shares; 2025Q1: 11,637 shares; 2025Q2: 7,117 shares; 2025Q3: 7,369 shares; 2025Q4: 7,052 shares; 2026Q1: 8,891 shares 8,891 $858K <0.01% +1,839 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,141 shares; 2024Q4: 22,365 shares; 2025Q1: 30,637 shares; 2025Q2: 34,522 shares; 2025Q3: 45,304 shares; 2025Q4: 48,877 shares; 2026Q1: 44,626 shares 44,626 $854K <0.01% -4,251 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 6,186 shares; 2025Q1: 4,923 shares; 2025Q2: 4,812 shares; 2025Q3: 5,605 shares; 2025Q4: 4,567 shares; 2026Q1: 8,636 shares 8,636 $854K <0.01% +4,069 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,349 shares; 2024Q4: 30,526 shares; 2025Q1: 30,114 shares; 2025Q2: 53,394 shares; 2025Q3: 55,571 shares; 2025Q4: 22,715 shares; 2026Q1: 28,322 shares 28,322 $853K <0.01% +5,607 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,954 shares; 2025Q3: 11,272 shares; 2025Q4: 11,663 shares; 2026Q1: 14,725 shares 14,725 $852K <0.01% +3,062 Timeline GVI 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: 2,746 shares; 2025Q1: 5,772 shares; 2025Q2: 6,786 shares; 2025Q3: 6,923 shares; 2025Q4: 7,430 shares; 2026Q1: 7,932 shares 7,932 $849K <0.01% +502 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,488 shares; 2025Q1: 3,944 shares; 2025Q2: 5,437 shares; 2025Q3: 8,845 shares; 2025Q4: 8,784 shares; 2026Q1: 14,321 shares 14,321 $849K <0.01% +5,537 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,286 shares 12,286 $846K <0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 6,782 shares; 2025Q1: 7,601 shares; 2025Q2: 11,493 shares; 2025Q3: 12,794 shares; 2025Q4: 15,187 shares; 2026Q1: 11,630 shares 11,630 $846K <0.01% -3,557 Timeline PPIE PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,412 shares; 2026Q1: 33,026 shares 33,026 $846K <0.01% +15,614 Timeline XLRE 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: not reported; 2024Q4: 18,370 shares; 2025Q1: 17,193 shares; 2025Q2: 19,680 shares; 2025Q3: 16,763 shares; 2025Q4: 77,595 shares; 2026Q1: 20,714 shares 20,714 $846K <0.01% -56,881 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,431 shares; 2024Q4: 13,983 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,792 shares 23,792 $845K <0.01% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,597 shares; 2025Q2: 14,198 shares; 2025Q3: 13,763 shares; 2025Q4: 42,036 shares; 2026Q1: 66,816 shares 66,816 $843K <0.01% +24,780 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,207 shares; 2026Q1: 18,705 shares 18,705 $840K <0.01% -6,502 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 2,019 shares; 2025Q1: 2,996 shares; 2025Q2: 4,711 shares; 2025Q3: 4,945 shares; 2025Q4: 3,780 shares; 2026Q1: 2,481 shares 2,481 $840K <0.01% -1,299 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 3,955 shares; 2025Q1: 4,658 shares; 2025Q2: 5,606 shares; 2025Q3: 6,280 shares; 2025Q4: 6,460 shares; 2026Q1: 5,933 shares 5,933 $839K <0.01% -527 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,855 shares 16,855 $838K <0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,284 shares; 2026Q1: 1,270 shares 1,270 $837K <0.01% -14 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,763 shares; 2026Q1: 7,761 shares 7,761 $837K <0.01% +1,998 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: not reported; 2025Q1: 10,548 shares; 2025Q2: 10,812 shares; 2025Q3: 15,895 shares; 2025Q4: 22,611 shares; 2026Q1: 40,317 shares 40,317 $835K <0.01% +17,706 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,420 shares; 2024Q4: 93,061 shares; 2025Q1: 98,061 shares; 2025Q2: 100,086 shares; 2025Q3: 97,910 shares; 2025Q4: 97,910 shares; 2026Q1: 101,410 shares 101,410 $835K <0.01% +3,500 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP 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: not reported; 2026Q1: 11,461 shares 11,461 $833K <0.01% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,548 shares; 2026Q1: 33,073 shares 33,073 $831K <0.01% +9,525 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: 1,004 shares; 2025Q2: 1,117 shares; 2025Q3: 1,068 shares; 2025Q4: 3,058 shares; 2026Q1: 2,849 shares 2,849 $828K <0.01% -209 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,549 shares; 2025Q1: 24,184 shares; 2025Q2: 20,070 shares; 2025Q3: 22,988 shares; 2025Q4: 31,298 shares; 2026Q1: 39,820 shares 39,820 $826K <0.01% +8,522 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 12,239 shares; 2025Q1: 16,011 shares; 2025Q2: 14,688 shares; 2025Q3: 19,600 shares; 2025Q4: 19,125 shares; 2026Q1: 27,031 shares 27,031 $824K <0.01% +7,906 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,163 shares; 2024Q4: 17,028 shares; 2025Q1: 17,767 shares; 2025Q2: 22,697 shares; 2025Q3: 25,364 shares; 2025Q4: 27,691 shares; 2026Q1: 31,388 shares 31,388 $824K <0.01% +3,697 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,955 shares; 2024Q4: 19,812 shares; 2025Q1: 25,530 shares; 2025Q2: 28,342 shares; 2025Q3: 28,600 shares; 2025Q4: 28,638 shares; 2026Q1: 7,970 shares 7,970 $822K <0.01% -20,668 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 10,317 shares; 2025Q1: 11,004 shares; 2025Q2: 11,758 shares; 2025Q3: 12,663 shares; 2025Q4: 9,723 shares; 2026Q1: 10,909 shares 10,909 $819K <0.01% +1,186 Timeline NUEM 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: not reported; 2025Q3: not reported; 2025Q4: 11,610 shares; 2026Q1: 22,236 shares 22,236 $817K <0.01% +10,626 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,417 shares; 2025Q1: 9,361 shares; 2025Q2: 27,889 shares; 2025Q3: 29,539 shares; 2025Q4: 31,400 shares; 2026Q1: 30,703 shares 30,703 $817K <0.01% -697 Timeline IAK 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: 6,891 shares; 2025Q1: 7,110 shares; 2025Q2: 6,608 shares; 2025Q3: 7,172 shares; 2025Q4: 7,200 shares; 2026Q1: 6,375 shares 6,375 $817K <0.01% -825 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & 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: not reported; 2025Q3: not reported; 2025Q4: 81,621 shares; 2026Q1: 73,046 shares 73,046 $815K <0.01% -8,575 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 13,719 shares; 2025Q1: 11,328 shares; 2025Q2: 13,006 shares; 2025Q3: 12,629 shares; 2025Q4: 14,566 shares; 2026Q1: 13,268 shares 13,268 $815K <0.01% -1,298 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS 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: 112,446 shares; 2026Q1: 37,444 shares 37,444 $815K <0.01% -75,002 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,806 shares; 2025Q1: 22,238 shares; 2025Q2: 18,447 shares; 2025Q3: 14,187 shares; 2025Q4: 14,217 shares; 2026Q1: 19,043 shares 19,043 $814K <0.01% +4,826 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,326 shares; 2025Q4: 22,091 shares; 2026Q1: 16,554 shares 16,554 $814K <0.01% -5,537 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares 0 $812K <0.01% new Amount filed as zero, left out of ratios. Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,899 shares 9,899 $810K <0.01% new Timeline OPRA OPERA LTD More: the full row for OPERA 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: 20,264 shares; 2025Q4: 54,689 shares; 2026Q1: 56,544 shares 56,544 $806K <0.01% +1,855 Timeline XPEL XPEL INC More: the full row for XPEL 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: 17,437 shares; 2025Q3: 18,157 shares; 2025Q4: 18,307 shares; 2026Q1: 18,217 shares 18,217 $806K <0.01% -90 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 10,492 shares; 2025Q1: 8,164 shares; 2025Q2: 9,121 shares; 2025Q3: 7,747 shares; 2025Q4: 5,615 shares; 2026Q1: 3,939 shares 3,939 $803K <0.01% -1,676 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,780 shares; 2025Q3: 4,329 shares; 2025Q4: 4,469 shares; 2026Q1: 5,617 shares 5,617 $802K <0.01% +1,148 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly 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: 54,026 shares; 2026Q1: 62,452 shares 62,452 $801K <0.01% +8,426 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,279 shares; 2025Q3: 34,029 shares; 2025Q4: 36,927 shares; 2026Q1: 40,008 shares 40,008 $800K <0.01% +3,081 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,141 shares; 2026Q1: 16,816 shares 16,816 $799K <0.01% -325 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,160 shares; 2025Q2: 5,842 shares; 2025Q3: 27,503 shares; 2025Q4: 10,549 shares; 2026Q1: 10,173 shares 10,173 $799K <0.01% -376 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,572 shares 19,572 $799K <0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 13,648 shares; 2025Q1: 16,968 shares; 2025Q2: 30,984 shares; 2025Q3: 35,330 shares; 2025Q4: 30,734 shares; 2026Q1: 29,266 shares 29,266 $794K <0.01% -1,468 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,994 shares; 2025Q1: 6,560 shares; 2025Q2: 7,037 shares; 2025Q3: 9,064 shares; 2025Q4: 8,977 shares; 2026Q1: 8,981 shares 8,981 $793K <0.01% +4 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,196 shares; 2025Q1: 6,188 shares; 2025Q2: 14,306 shares; 2025Q3: 12,689 shares; 2025Q4: 12,642 shares; 2026Q1: 12,623 shares 12,623 $793K <0.01% -19 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,505 shares; 2024Q4: 26,361 shares; 2025Q1: 26,167 shares; 2025Q2: 26,357 shares; 2025Q3: 26,525 shares; 2025Q4: 26,266 shares; 2026Q1: 26,208 shares 26,208 $791K <0.01% -58 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,969 shares; 2025Q3: not reported; 2025Q4: 6,127 shares; 2026Q1: 16,138 shares 16,138 $790K <0.01% +10,011 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,655 shares; 2026Q1: 16,655 shares 16,655 $783K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 3,527 shares; 2025Q1: 4,223 shares; 2025Q2: 6,241 shares; 2025Q3: 7,798 shares; 2025Q4: 8,683 shares; 2026Q1: 8,942 shares 8,942 $783K <0.01% +259 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: 4,934 shares; 2025Q2: 7,891 shares; 2025Q3: 9,890 shares; 2025Q4: 11,587 shares; 2026Q1: 10,650 shares 10,650 $783K <0.01% -937 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,691 shares; 2025Q2: 11,518 shares; 2025Q3: 9,292 shares; 2025Q4: 10,601 shares; 2026Q1: 11,796 shares 11,796 $782K <0.01% +1,195 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 32,060 shares; 2026Q1: 92,102 shares 92,102 $782K <0.01% +60,042 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,336 shares; 2025Q3: not reported; 2025Q4: 2,260 shares; 2026Q1: 5,992 shares 5,992 $780K <0.01% +3,732 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,014 shares; 2024Q4: 38,735 shares; 2025Q1: 18,699 shares; 2025Q2: 23,821 shares; 2025Q3: 28,655 shares; 2025Q4: 28,366 shares; 2026Q1: 27,691 shares 27,691 $778K <0.01% -675 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,617 shares; 2025Q1: 6,568 shares; 2025Q2: 9,204 shares; 2025Q3: 9,807 shares; 2025Q4: 11,097 shares; 2026Q1: 10,275 shares 10,275 $775K <0.01% -822 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,910 shares; 2024Q4: 25,609 shares; 2025Q1: 31,226 shares; 2025Q2: 100,713 shares; 2025Q3: 100,847 shares; 2025Q4: 99,592 shares; 2026Q1: 93,134 shares 93,134 $775K <0.01% -6,458 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,768 shares; 2025Q3: 26,348 shares; 2025Q4: 23,524 shares; 2026Q1: 24,644 shares 24,644 $775K <0.01% +1,120 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,054 shares; 2025Q3: 17,152 shares; 2025Q4: 18,366 shares; 2026Q1: 18,524 shares 18,524 $772K <0.01% +158 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,577 shares; 2025Q1: 1,548 shares; 2025Q2: 1,574 shares; 2025Q3: 2,071 shares; 2025Q4: 2,390 shares; 2026Q1: 2,613 shares 2,613 $771K <0.01% +223 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 6,303 shares; 2025Q1: 12,207 shares; 2025Q2: 20,619 shares; 2025Q3: 26,356 shares; 2025Q4: 23,698 shares; 2026Q1: 28,587 shares 28,587 $770K <0.01% +4,889 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 17,264 shares; 2025Q1: 14,333 shares; 2025Q2: 9,562 shares; 2025Q3: 8,906 shares; 2025Q4: 15,938 shares; 2026Q1: 24,834 shares 24,834 $769K <0.01% +8,896 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,066 shares; 2025Q1: 8,262 shares; 2025Q2: 14,213 shares; 2025Q3: 14,912 shares; 2025Q4: 14,140 shares; 2026Q1: 12,196 shares 12,196 $767K <0.01% -1,944 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,071 shares; 2025Q1: 2,821 shares; 2025Q2: 1,846 shares; 2025Q3: 1,808 shares; 2025Q4: 1,881 shares; 2026Q1: 3,550 shares 3,550 $767K <0.01% +1,669 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 8,145 shares; 2025Q4: 13,504 shares; 2026Q1: 18,551 shares 18,551 $765K <0.01% +5,047 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 3,459 shares; 2025Q1: 3,689 shares; 2025Q2: 4,941 shares; 2025Q3: 4,932 shares; 2025Q4: 5,052 shares; 2026Q1: 4,489 shares 4,489 $765K <0.01% -563 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 6,372 shares; 2025Q1: 7,617 shares; 2025Q2: 11,297 shares; 2025Q3: 10,328 shares; 2025Q4: 8,219 shares; 2026Q1: 19,486 shares 19,486 $764K <0.01% +11,267 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,498 shares; 2025Q1: 24,645 shares; 2025Q2: 28,113 shares; 2025Q3: 28,512 shares; 2025Q4: 24,507 shares; 2026Q1: 31,877 shares 31,877 $763K <0.01% +7,370 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 3,556 shares; 2025Q1: 5,052 shares; 2025Q2: 2,450 shares; 2025Q3: 2,260 shares; 2025Q4: 5,764 shares; 2026Q1: 8,735 shares 8,735 $762K <0.01% +2,971 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 26,385 shares 26,385 $762K <0.01% new Timeline NUSC 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: 14,020 shares; 2025Q1: 14,597 shares; 2025Q2: 14,214 shares; 2025Q3: 14,127 shares; 2025Q4: 17,407 shares; 2026Q1: 16,857 shares 16,857 $760K <0.01% -550 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,622 shares; 2025Q1: 6,272 shares; 2025Q2: 6,640 shares; 2025Q3: 6,668 shares; 2025Q4: 6,848 shares; 2026Q1: 7,605 shares 7,605 $759K <0.01% +757 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,780 shares; 2025Q1: 20,155 shares; 2025Q2: 25,644 shares; 2025Q3: 25,644 shares; 2025Q4: 26,508 shares; 2026Q1: 27,731 shares 27,731 $758K <0.01% +1,223 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 6,440 shares; 2025Q1: 5,561 shares; 2025Q2: 6,284 shares; 2025Q3: 6,476 shares; 2025Q4: 9,025 shares; 2026Q1: 9,801 shares 9,801 $755K <0.01% +776 Timeline IEX IDEX CORP More: the full row for IDEX 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: 1,286 shares; 2025Q3: 2,394 shares; 2025Q4: 2,585 shares; 2026Q1: 3,979 shares 3,979 $754K <0.01% +1,394 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 9,234 shares; 2025Q1: 9,499 shares; 2025Q2: 7,226 shares; 2025Q3: 7,781 shares; 2025Q4: 10,446 shares; 2026Q1: 10,463 shares 10,463 $753K <0.01% +17 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,734 shares; 2025Q3: 12,537 shares; 2025Q4: 25,040 shares; 2026Q1: 32,713 shares 32,713 $751K <0.01% +7,673 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,422 shares; 2025Q1: 4,465 shares; 2025Q2: 4,693 shares; 2025Q3: 4,737 shares; 2025Q4: 4,266 shares; 2026Q1: 5,273 shares 5,273 $751K <0.01% +1,007 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 52,874 shares; 2026Q1: 52,624 shares 52,624 $750K <0.01% -250 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 7,385 shares; 2025Q1: 4,140 shares; 2025Q2: 3,797 shares; 2025Q3: 4,350 shares; 2025Q4: 5,210 shares; 2026Q1: 4,342 shares 4,342 $750K <0.01% -868 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 9,507 shares; 2025Q3: 9,142 shares; 2025Q4: 8,542 shares; 2026Q1: 7,788 shares 7,788 $746K <0.01% -754 Timeline GCOW 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: 13,884 shares; 2024Q4: 19,019 shares; 2025Q1: 14,079 shares; 2025Q2: 15,844 shares; 2025Q3: 16,678 shares; 2025Q4: 46,677 shares; 2026Q1: 16,102 shares 16,102 $745K <0.01% -30,575 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 15,453 shares; 2025Q1: 15,021 shares; 2025Q2: 62,926 shares; 2025Q3: 44,937 shares; 2025Q4: 48,362 shares; 2026Q1: 36,454 shares 36,454 $744K <0.01% -11,908 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,830 shares; 2024Q4: 31,286 shares; 2025Q1: 33,168 shares; 2025Q2: 35,577 shares; 2025Q3: 35,385 shares; 2025Q4: 37,565 shares; 2026Q1: 37,583 shares 37,583 $743K <0.01% +18 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,231 shares; 2025Q1: 19,281 shares; 2025Q2: 26,734 shares; 2025Q3: 27,359 shares; 2025Q4: 29,472 shares; 2026Q1: 33,162 shares 33,162 $742K <0.01% +3,690 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,402 shares 15,402 $738K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,397 shares; 2024Q4: 20,909 shares; 2025Q1: 28,655 shares; 2025Q2: 31,074 shares; 2025Q3: 37,103 shares; 2025Q4: 31,091 shares; 2026Q1: 43,621 shares 43,621 $736K <0.01% +12,530 Timeline FRTY 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: 34,187 shares; 2025Q2: 32,188 shares; 2025Q3: 34,313 shares; 2025Q4: 35,992 shares; 2026Q1: 37,686 shares 37,686 $734K <0.01% +1,694 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 14,515 shares; 2025Q1: 14,522 shares; 2025Q2: 40,250 shares; 2025Q3: 38,232 shares; 2025Q4: 50,956 shares; 2026Q1: 53,031 shares 53,031 $731K <0.01% +2,075 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,436 shares; 2025Q2: 8,900 shares; 2025Q3: 26,735 shares; 2025Q4: 31,734 shares; 2026Q1: 32,136 shares 32,136 $731K <0.01% +402 Timeline FLDB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,218 shares; 2026Q1: 14,612 shares 14,612 $730K <0.01% -606 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,321 shares; 2025Q1: 1,746 shares; 2025Q2: 1,400 shares; 2025Q3: 1,435 shares; 2025Q4: 2,093 shares; 2026Q1: 2,980 shares 2,980 $730K <0.01% +887 Timeline MOO 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: 8,617 shares 8,617 $728K <0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,827 shares; 2025Q1: 6,872 shares; 2025Q2: 7,063 shares; 2025Q3: 6,196 shares; 2025Q4: 7,714 shares; 2026Q1: 4,989 shares 4,989 $727K <0.01% -2,725 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,715 shares; 2025Q1: not reported; 2025Q2: 22,124 shares; 2025Q3: 21,674 shares; 2025Q4: 20,926 shares; 2026Q1: 20,482 shares 20,482 $726K <0.01% -444 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,392 shares; 2026Q1: 66,880 shares 66,880 $724K <0.01% -26,512 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 3,022 shares; 2025Q1: 3,347 shares; 2025Q2: 3,712 shares; 2025Q3: 3,404 shares; 2025Q4: 3,900 shares; 2026Q1: 3,519 shares 3,519 $720K <0.01% -381 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,768 shares; 2025Q4: 4,943 shares; 2026Q1: 6,918 shares 6,918 $718K <0.01% +1,975 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: 4,354 shares; 2025Q2: 4,735 shares; 2025Q3: 5,124 shares; 2025Q4: 4,748 shares; 2026Q1: 4,874 shares 4,874 $718K <0.01% +126 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,467 shares; 2026Q1: 15,351 shares 15,351 $718K <0.01% -2,116 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,509 shares; 2025Q1: 16,613 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,020 shares; 2026Q1: 30,878 shares 30,878 $716K <0.01% +19,858 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,562 shares; 2025Q1: 12,054 shares; 2025Q2: 13,677 shares; 2025Q3: 12,400 shares; 2025Q4: 16,167 shares; 2026Q1: 22,237 shares 22,237 $716K <0.01% +6,070 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,568 shares; 2025Q2: 24,534 shares; 2025Q3: 31,805 shares; 2025Q4: 20,733 shares; 2026Q1: 24,474 shares 24,474 $715K <0.01% +3,741 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 5,978 shares; 2025Q1: 6,938 shares; 2025Q2: 10,176 shares; 2025Q3: 13,126 shares; 2025Q4: 11,418 shares; 2026Q1: 14,100 shares 14,100 $714K <0.01% +2,682 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,507 shares 25,507 $713K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,658 shares; 2024Q4: 49,750 shares; 2025Q1: 54,210 shares; 2025Q2: 55,999 shares; 2025Q3: 45,656 shares; 2025Q4: 50,107 shares; 2026Q1: 47,365 shares 47,365 $713K <0.01% -2,742 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 7,148 shares; 2025Q1: 8,431 shares; 2025Q2: 11,001 shares; 2025Q3: 12,085 shares; 2025Q4: 12,814 shares; 2026Q1: 13,803 shares 13,803 $712K <0.01% +989 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,776 shares; 2025Q4: 3,772 shares; 2026Q1: 13,483 shares 13,483 $711K <0.01% +9,711 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,801 shares; 2025Q2: 2,358 shares; 2025Q3: 2,346 shares; 2025Q4: 4,101 shares; 2026Q1: 5,358 shares 5,358 $710K <0.01% +1,257 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,924 shares 16,924 $710K <0.01% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,360 shares; 2025Q4: 18,373 shares; 2026Q1: 20,945 shares 20,945 $707K <0.01% +2,572 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,560 shares; 2026Q1: 114,541 shares 114,541 $704K <0.01% -5,019 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,011 shares; 2025Q3: 35,592 shares; 2025Q4: 40,842 shares; 2026Q1: 45,562 shares 45,562 $703K <0.01% +4,720 Timeline