TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 15,333 shares; 2026Q1: 13,430 shares 13,430 $701K <0.01% -1,903 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 13,812 shares; 2025Q1: 13,935 shares; 2025Q2: 43,738 shares; 2025Q3: 46,856 shares; 2025Q4: 48,708 shares; 2026Q1: 53,668 shares 53,668 $701K <0.01% +4,960 Timeline FEZ 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: 13,662 shares; 2024Q4: 12,963 shares; 2025Q1: 9,393 shares; 2025Q2: 8,362 shares; 2025Q3: 8,263 shares; 2025Q4: 10,545 shares; 2026Q1: 11,285 shares 11,285 $701K <0.01% +740 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 5,941 shares; 2025Q1: 7,551 shares; 2025Q2: 16,934 shares; 2025Q3: 16,851 shares; 2025Q4: 15,878 shares; 2026Q1: 15,597 shares 15,597 $697K <0.01% -281 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,217 shares; 2025Q1: 6,387 shares; 2025Q2: 7,257 shares; 2025Q3: 4,151 shares; 2025Q4: 3,944 shares; 2026Q1: 5,501 shares 5,501 $697K <0.01% +1,557 Timeline HEFA 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: 35,550 shares; 2024Q4: 25,599 shares; 2025Q1: 47,047 shares; 2025Q2: 22,360 shares; 2025Q3: 21,085 shares; 2025Q4: 19,210 shares; 2026Q1: 16,344 shares 16,344 $695K <0.01% -2,866 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,099 shares; 2025Q3: 10,379 shares; 2025Q4: 13,880 shares; 2026Q1: 15,899 shares 15,899 $694K <0.01% +2,019 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 13,631 shares; 2025Q1: 14,862 shares; 2025Q2: 14,786 shares; 2025Q3: 14,444 shares; 2025Q4: 10,922 shares; 2026Q1: 9,521 shares 9,521 $693K <0.01% -1,401 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,900 shares; 2025Q2: 18,279 shares; 2025Q3: 19,052 shares; 2025Q4: 51,181 shares; 2026Q1: 54,329 shares 54,329 $693K <0.01% +3,148 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 5,534 shares; 2025Q1: 5,833 shares; 2025Q2: 7,937 shares; 2025Q3: 7,519 shares; 2025Q4: 8,786 shares; 2026Q1: 11,261 shares 11,261 $692K <0.01% +2,475 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,895 shares; 2025Q1: 7,795 shares; 2025Q2: 7,373 shares; 2025Q3: 7,622 shares; 2025Q4: 7,419 shares; 2026Q1: 7,565 shares 7,565 $690K <0.01% +146 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,991 shares; 2025Q1: 11,550 shares; 2025Q2: 7,596 shares; 2025Q3: 8,446 shares; 2025Q4: 6,948 shares; 2026Q1: 16,017 shares 16,017 $689K <0.01% +9,069 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,384 shares; 2025Q1: 14,671 shares; 2025Q2: 13,329 shares; 2025Q3: 13,290 shares; 2025Q4: 14,625 shares; 2026Q1: 15,723 shares 15,723 $688K <0.01% +1,098 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,436 shares; 2025Q3: 16,645 shares; 2025Q4: 16,682 shares; 2026Q1: 14,874 shares 14,874 $686K <0.01% -1,808 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 9,876 shares; 2025Q1: 10,261 shares; 2025Q2: 13,005 shares; 2025Q3: 14,208 shares; 2025Q4: 11,044 shares; 2026Q1: 11,695 shares 11,695 $686K <0.01% +651 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,183 shares; 2025Q1: 5,811 shares; 2025Q2: 6,530 shares; 2025Q3: 7,767 shares; 2025Q4: 8,123 shares; 2026Q1: 9,430 shares 9,430 $685K <0.01% +1,307 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 4,794 shares; 2025Q1: 6,002 shares; 2025Q2: 7,003 shares; 2025Q3: 6,732 shares; 2025Q4: 6,899 shares; 2026Q1: 6,163 shares 6,163 $685K <0.01% -736 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,793 shares; 2025Q2: 9,698 shares; 2025Q3: 11,838 shares; 2025Q4: 18,343 shares; 2026Q1: 20,079 shares 20,079 $683K <0.01% +1,736 Timeline FLDR 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: 6,391 shares; 2025Q1: 6,720 shares; 2025Q2: 12,232 shares; 2025Q3: 12,404 shares; 2025Q4: 11,794 shares; 2026Q1: 13,621 shares 13,621 $682K <0.01% +1,827 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 5,388 shares; 2025Q1: 8,545 shares; 2025Q2: 9,016 shares; 2025Q3: 9,648 shares; 2025Q4: 8,444 shares; 2026Q1: 11,525 shares 11,525 $681K <0.01% +3,081 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,651 shares; 2025Q3: 17,186 shares; 2025Q4: 18,035 shares; 2026Q1: 16,536 shares 16,536 $681K <0.01% -1,499 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,517 shares; 2025Q2: 20,002 shares; 2025Q3: 16,917 shares; 2025Q4: 12,678 shares; 2026Q1: 13,645 shares 13,645 $679K <0.01% +967 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,505 shares; 2025Q1: 3,470 shares; 2025Q2: 4,621 shares; 2025Q3: 5,542 shares; 2025Q4: 5,899 shares; 2026Q1: 5,445 shares 5,445 $679K <0.01% -454 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,446 shares 15,446 $679K <0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,716 shares; 2025Q1: 16,787 shares; 2025Q2: 19,340 shares; 2025Q3: 18,338 shares; 2025Q4: 19,354 shares; 2026Q1: 15,054 shares 15,054 $678K <0.01% -4,300 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 15,422 shares; 2025Q1: 16,230 shares; 2025Q2: 15,886 shares; 2025Q3: 16,119 shares; 2025Q4: 46,152 shares; 2026Q1: 47,914 shares 47,914 $677K <0.01% +1,762 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 26,273 shares; 2025Q1: 27,196 shares; 2025Q2: 27,360 shares; 2025Q3: 28,323 shares; 2025Q4: 33,885 shares; 2026Q1: 32,978 shares 32,978 $673K <0.01% -907 Timeline CLOI 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: 10,572 shares; 2025Q3: 13,836 shares; 2025Q4: 13,081 shares; 2026Q1: 12,743 shares 12,743 $672K <0.01% -338 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,023 shares; 2026Q1: 14,660 shares 14,660 $671K <0.01% +637 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 11,961 shares; 2025Q3: 12,972 shares; 2025Q4: 8,985 shares; 2026Q1: 8,114 shares 8,114 $670K <0.01% -871 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,043 shares; 2024Q4: 14,770 shares; 2025Q1: 16,910 shares; 2025Q2: 8,826 shares; 2025Q3: 8,074 shares; 2025Q4: 9,340 shares; 2026Q1: 11,001 shares 11,001 $669K <0.01% +1,661 Timeline LRGF 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: 5,270 shares; 2024Q4: 7,163 shares; 2025Q1: 7,845 shares; 2025Q2: 7,568 shares; 2025Q3: 16,833 shares; 2025Q4: 10,180 shares; 2026Q1: 10,085 shares 10,085 $666K <0.01% -95 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,482 shares; 2025Q2: 10,584 shares; 2025Q3: 12,054 shares; 2025Q4: 10,944 shares; 2026Q1: 11,038 shares 11,038 $665K <0.01% +94 Timeline UMBF UMB FINL CORP More: the full row for UMB 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: 2,943 shares; 2025Q3: 3,122 shares; 2025Q4: 4,823 shares; 2026Q1: 5,900 shares 5,900 $665K <0.01% +1,077 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,662 shares; 2024Q4: 18,636 shares; 2025Q1: 25,534 shares; 2025Q2: 40,924 shares; 2025Q3: 38,512 shares; 2025Q4: 44,900 shares; 2026Q1: 53,434 shares 53,434 $665K <0.01% +8,534 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,533 shares; 2025Q1: 5,532 shares; 2025Q2: 5,921 shares; 2025Q3: 6,166 shares; 2025Q4: 11,846 shares; 2026Q1: 13,385 shares 13,385 $663K <0.01% +1,539 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,198 shares; 2024Q4: 13,304 shares; 2025Q1: 21,853 shares; 2025Q2: 27,197 shares; 2025Q3: 29,647 shares; 2025Q4: 28,961 shares; 2026Q1: 28,453 shares 28,453 $663K <0.01% -508 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,513 shares; 2024Q4: 14,787 shares; 2025Q1: 18,798 shares; 2025Q2: 26,221 shares; 2025Q3: 26,187 shares; 2025Q4: 16,928 shares; 2026Q1: 13,965 shares 13,965 $662K <0.01% -2,963 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE 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: 12,677 shares; 2025Q4: 21,454 shares; 2026Q1: 21,753 shares 21,753 $662K <0.01% +299 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 7,617 shares; 2025Q1: 8,745 shares; 2025Q2: 3,940 shares; 2025Q3: 3,150 shares; 2025Q4: 3,462 shares; 2026Q1: 3,833 shares 3,833 $661K <0.01% +371 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,820 shares; 2025Q3: 16,616 shares; 2025Q4: 16,984 shares; 2026Q1: 18,055 shares 18,055 $661K <0.01% +1,071 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,537 shares; 2026Q1: 15,037 shares 15,037 $661K <0.01% +500 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,625 shares; 2025Q1: 16,371 shares; 2025Q2: 17,860 shares; 2025Q3: 18,376 shares; 2025Q4: 18,376 shares; 2026Q1: 18,646 shares 18,646 $661K <0.01% +270 Timeline PRN 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: 2,423 shares; 2025Q1: 2,800 shares; 2025Q2: 3,447 shares; 2025Q3: 4,067 shares; 2025Q4: 4,588 shares; 2026Q1: 3,397 shares 3,397 $661K <0.01% -1,191 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 13,061 shares; 2025Q1: 12,338 shares; 2025Q2: 12,345 shares; 2025Q3: 12,351 shares; 2025Q4: 12,357 shares; 2026Q1: 12,375 shares 12,375 $660K <0.01% +18 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,682 shares; 2024Q4: 10,957 shares; 2025Q1: 11,808 shares; 2025Q2: 9,734 shares; 2025Q3: 10,510 shares; 2025Q4: 10,135 shares; 2026Q1: 10,081 shares 10,081 $653K <0.01% -54 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 12,045 shares; 2025Q1: 8,066 shares; 2025Q2: 8,863 shares; 2025Q3: 7,944 shares; 2025Q4: 7,575 shares; 2026Q1: 7,005 shares 7,005 $653K <0.01% -570 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 5,724 shares; 2025Q1: 5,773 shares; 2025Q2: 10,288 shares; 2025Q3: 7,938 shares; 2025Q4: 6,870 shares; 2026Q1: 5,064 shares 5,064 $652K <0.01% -1,806 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 12,605 shares; 2025Q4: 12,512 shares; 2026Q1: 13,798 shares 13,798 $648K <0.01% +1,286 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,708 shares; 2025Q1: 1,860 shares; 2025Q2: 2,225 shares; 2025Q3: 2,368 shares; 2025Q4: 2,263 shares; 2026Q1: 2,339 shares 2,339 $645K <0.01% +76 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,139 shares; 2025Q3: 5,880 shares; 2025Q4: 10,801 shares; 2026Q1: 15,535 shares 15,535 $643K <0.01% +4,734 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,787 shares; 2025Q4: 19,197 shares; 2026Q1: 20,283 shares 20,283 $641K <0.01% +1,086 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,716 shares; 2024Q4: 25,453 shares; 2025Q1: 18,546 shares; 2025Q2: 18,024 shares; 2025Q3: 4,384 shares; 2025Q4: 5,044 shares; 2026Q1: 6,006 shares 6,006 $640K <0.01% +962 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,166 shares; 2025Q4: 24,172 shares; 2026Q1: 26,931 shares 26,931 $639K <0.01% +2,759 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME 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: 43,356 shares; 2026Q1: 52,518 shares 52,518 $639K <0.01% +9,162 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 17,968 shares; 2025Q1: 18,565 shares; 2025Q2: 21,382 shares; 2025Q3: 22,833 shares; 2025Q4: 21,909 shares; 2026Q1: 24,959 shares 24,959 $637K <0.01% +3,050 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 6,981 shares; 2025Q1: 10,197 shares; 2025Q2: 12,482 shares; 2025Q3: 10,655 shares; 2025Q4: 10,913 shares; 2026Q1: 8,914 shares 8,914 $636K <0.01% -1,999 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,017 shares; 2025Q2: 20,387 shares; 2025Q3: 26,362 shares; 2025Q4: 26,601 shares; 2026Q1: 27,891 shares 27,891 $636K <0.01% +1,290 Timeline VCRM 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: 6,705 shares; 2026Q1: 8,450 shares 8,450 $635K <0.01% +1,745 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,344 shares; 2025Q1: 21,419 shares; 2025Q2: 23,526 shares; 2025Q3: 33,349 shares; 2025Q4: 55,091 shares; 2026Q1: 52,547 shares 52,547 $633K <0.01% -2,544 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,746 shares; 2025Q1: 13,518 shares; 2025Q2: 20,449 shares; 2025Q3: 20,327 shares; 2025Q4: 9,382 shares; 2026Q1: 10,229 shares 10,229 $632K <0.01% +847 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 3,177 shares; 2025Q4: 8,356 shares; 2026Q1: 7,491 shares 7,491 $632K <0.01% -865 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 761 shares; 2025Q3: 906 shares; 2025Q4: 1,223 shares; 2026Q1: 1,894 shares 1,894 $632K <0.01% +671 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 6,481 shares; 2025Q1: 6,555 shares; 2025Q2: 6,714 shares; 2025Q3: 6,633 shares; 2025Q4: 6,903 shares; 2026Q1: 7,718 shares 7,718 $631K <0.01% +815 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH 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: 43,867 shares; 2025Q3: 43,974 shares; 2025Q4: 44,542 shares; 2026Q1: 53,004 shares 53,004 $631K <0.01% +8,462 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,535 shares; 2025Q1: 17,080 shares; 2025Q2: 18,768 shares; 2025Q3: 18,840 shares; 2025Q4: 19,976 shares; 2026Q1: 20,026 shares 20,026 $631K <0.01% +50 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,897 shares; 2025Q1: 8,222 shares; 2025Q2: 8,236 shares; 2025Q3: 8,828 shares; 2025Q4: 10,007 shares; 2026Q1: 9,751 shares 9,751 $630K <0.01% -256 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,322 shares; 2025Q4: 1,791 shares; 2026Q1: 1,924 shares 1,924 $629K <0.01% +133 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 6,128 shares; 2025Q1: 6,659 shares; 2025Q2: 9,148 shares; 2025Q3: 9,046 shares; 2025Q4: 8,214 shares; 2026Q1: 9,783 shares 9,783 $629K <0.01% +1,569 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,531 shares; 2024Q4: 27,175 shares; 2025Q1: 29,485 shares; 2025Q2: 30,598 shares; 2025Q3: 30,637 shares; 2025Q4: 27,342 shares; 2026Q1: 26,925 shares 26,925 $628K <0.01% -417 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 5,422 shares; 2025Q1: 7,847 shares; 2025Q2: 12,938 shares; 2025Q3: 14,779 shares; 2025Q4: 14,118 shares; 2026Q1: 19,510 shares 19,510 $626K <0.01% +5,392 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 4,075 shares; 2025Q1: 7,445 shares; 2025Q2: 9,219 shares; 2025Q3: 9,003 shares; 2025Q4: 10,833 shares; 2026Q1: 8,858 shares 8,858 $624K <0.01% -1,975 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,440 shares; 2025Q2: 4,665 shares; 2025Q3: 6,697 shares; 2025Q4: 8,190 shares; 2026Q1: 9,597 shares 9,597 $624K <0.01% +1,407 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 4,925 shares; 2025Q1: 6,415 shares; 2025Q2: 6,757 shares; 2025Q3: 6,801 shares; 2025Q4: 8,090 shares; 2026Q1: 8,198 shares 8,198 $623K <0.01% +108 Timeline CMBS 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: 5,699 shares; 2025Q2: 9,109 shares; 2025Q3: 10,439 shares; 2025Q4: 17,319 shares; 2026Q1: 12,779 shares 12,779 $623K <0.01% -4,540 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares; 2026Q1: 49,846 shares 49,846 $622K <0.01% +4,846 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,893 shares; 2025Q1: 2,363 shares; 2025Q2: 3,091 shares; 2025Q3: 3,070 shares; 2025Q4: 3,698 shares; 2026Q1: 4,836 shares 4,836 $620K <0.01% +1,138 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 2,498 shares; 2025Q1: 2,260 shares; 2025Q2: 2,537 shares; 2025Q3: 2,699 shares; 2025Q4: 2,557 shares; 2026Q1: 2,749 shares 2,749 $620K <0.01% +192 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL 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: 2,859 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,931 shares 6,931 $618K <0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 930 shares; 2025Q2: 915 shares; 2025Q3: 1,308 shares; 2025Q4: 2,078 shares; 2026Q1: 2,261 shares 2,261 $618K <0.01% +183 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,616 shares 6,616 $616K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 2,254 shares 2,254 $616K <0.01% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 6,561 shares; 2025Q3: 6,315 shares; 2025Q4: 9,478 shares; 2026Q1: 7,359 shares 7,359 $615K <0.01% -2,119 Timeline XES 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: not reported; 2026Q1: 5,283 shares 5,283 $615K <0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,747 shares; 2024Q4: 23,802 shares; 2025Q1: 18,449 shares; 2025Q2: 21,198 shares; 2025Q3: 26,075 shares; 2025Q4: 28,629 shares; 2026Q1: 33,099 shares 33,099 $613K <0.01% +4,470 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,626 shares; 2025Q3: 15,188 shares; 2025Q4: 13,900 shares; 2026Q1: 24,285 shares 24,285 $613K <0.01% +10,385 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,129 shares; 2025Q4: not reported; 2026Q1: 31 shares 31 $611K new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,109 shares; 2024Q4: 22,484 shares; 2025Q1: 37,695 shares; 2025Q2: 13,200 shares; 2025Q3: 12,243 shares; 2025Q4: 10,492 shares; 2026Q1: 13,030 shares 13,030 $610K <0.01% +2,538 Timeline PRF 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: not reported; 2025Q1: 10,343 shares; 2025Q2: 13,097 shares; 2025Q3: 10,641 shares; 2025Q4: 11,053 shares; 2026Q1: 12,832 shares 12,832 $609K <0.01% +1,779 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 8,243 shares; 2025Q1: 8,455 shares; 2025Q2: 9,432 shares; 2025Q3: 11,334 shares; 2025Q4: 11,531 shares; 2026Q1: 12,255 shares 12,255 $608K <0.01% +724 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,326 shares; 2025Q3: 10,539 shares; 2025Q4: 9,171 shares; 2026Q1: 14,816 shares 14,816 $608K <0.01% +5,645 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,979 shares; 2025Q1: 7,264 shares; 2025Q2: 8,192 shares; 2025Q3: 8,284 shares; 2025Q4: 8,675 shares; 2026Q1: 12,656 shares 12,656 $607K <0.01% +3,981 Timeline SPMO 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: 3,739 shares; 2025Q4: 8,432 shares; 2026Q1: 10,657 shares 10,657 $607K <0.01% +2,225 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,407 shares; 2026Q1: 19,227 shares 19,227 $605K <0.01% +5,820 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,367 shares; 2025Q1: 4,377 shares; 2025Q2: 5,169 shares; 2025Q3: 5,618 shares; 2025Q4: 5,550 shares; 2026Q1: 7,739 shares 7,739 $604K <0.01% +2,189 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,444 shares; 2025Q1: 27,679 shares; 2025Q2: 36,883 shares; 2025Q3: 40,005 shares; 2025Q4: 36,210 shares; 2026Q1: 28,435 shares 28,435 $601K <0.01% -7,775 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,127 shares; 2026Q1: 12,530 shares 12,530 $600K <0.01% -597 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,625 shares; 2026Q1: 12,058 shares 12,058 $599K <0.01% -6,567 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,133 shares; 2024Q4: 16,341 shares; 2025Q1: 15,218 shares; 2025Q2: 15,875 shares; 2025Q3: 7,718 shares; 2025Q4: 7,182 shares; 2026Q1: 6,316 shares 6,316 $598K <0.01% -866 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 17,490 shares; 2025Q1: 18,732 shares; 2025Q2: 22,439 shares; 2025Q3: 24,363 shares; 2025Q4: 28,101 shares; 2026Q1: 26,368 shares 26,368 $598K <0.01% -1,733 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,920 shares; 2024Q4: 62,537 shares; 2025Q1: 47,046 shares; 2025Q2: 53,268 shares; 2025Q3: 52,735 shares; 2025Q4: 62,125 shares; 2026Q1: 59,679 shares 59,679 $597K <0.01% -2,446 Timeline USMF 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: 10,774 shares; 2026Q1: 12,031 shares 12,031 $595K <0.01% +1,257 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 13,036 shares; 2025Q1: 13,672 shares; 2025Q2: 17,931 shares; 2025Q3: 17,861 shares; 2025Q4: 21,125 shares; 2026Q1: 16,298 shares 16,298 $594K <0.01% -4,827 Timeline KBE 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: 6,235 shares; 2025Q3: 7,706 shares; 2025Q4: 8,853 shares; 2026Q1: 9,951 shares 9,951 $593K <0.01% +1,098 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676 shares; 2025Q4: 688 shares; 2026Q1: 1,719 shares 1,719 $591K <0.01% +1,031 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly 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: 120,392 shares; 2025Q4: 77,657 shares; 2026Q1: 42,463 shares 42,463 $591K <0.01% -35,194 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,488 shares; 2026Q1: 30,844 shares 30,844 $590K <0.01% +3,356 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,414 shares; 2025Q2: 3,281 shares; 2025Q3: 3,048 shares; 2025Q4: 5,751 shares; 2026Q1: 6,029 shares 6,029 $588K <0.01% +278 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 12,210 shares; 2025Q1: 12,806 shares; 2025Q2: 11,898 shares; 2025Q3: 9,956 shares; 2025Q4: 9,761 shares; 2026Q1: 7,782 shares 7,782 $587K <0.01% -1,979 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,295 shares; 2025Q1: 4,113 shares; 2025Q2: 9,029 shares; 2025Q3: 12,186 shares; 2025Q4: 10,702 shares; 2026Q1: 8,110 shares 8,110 $586K <0.01% -2,592 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 3,673 shares; 2025Q3: 3,856 shares; 2025Q4: 4,485 shares; 2026Q1: 6,797 shares 6,797 $585K <0.01% +2,312 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 14,028 shares; 2026Q1: 8,171 shares 8,171 $585K <0.01% -5,857 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 13,669 shares; 2025Q1: 14,840 shares; 2025Q2: 17,392 shares; 2025Q3: 17,507 shares; 2025Q4: 15,443 shares; 2026Q1: 16,359 shares 16,359 $585K <0.01% +916 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,468 shares; 2025Q4: 24,538 shares; 2026Q1: 28,416 shares 28,416 $581K <0.01% +3,878 Timeline DMAR 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: 14,263 shares; 2026Q1: 13,682 shares 13,682 $580K <0.01% -581 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,146 shares; 2024Q4: 11,227 shares; 2025Q1: 11,364 shares; 2025Q2: 11,287 shares; 2025Q3: 10,761 shares; 2025Q4: 8,756 shares; 2026Q1: 9,926 shares 9,926 $579K <0.01% +1,170 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,616 shares; 2025Q1: 8,929 shares; 2025Q2: 11,205 shares; 2025Q3: 9,472 shares; 2025Q4: 11,418 shares; 2026Q1: 9,921 shares 9,921 $578K <0.01% -1,497 Timeline VSHY 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: 21,437 shares; 2025Q2: 31,575 shares; 2025Q3: 33,521 shares; 2025Q4: 33,277 shares; 2026Q1: 26,783 shares 26,783 $576K <0.01% -6,494 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,315 shares; 2024Q4: 11,099 shares; 2025Q1: 12,411 shares; 2025Q2: 13,687 shares; 2025Q3: 15,174 shares; 2025Q4: 13,935 shares; 2026Q1: 13,948 shares 13,948 $574K <0.01% +13 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,204 shares; 2025Q3: 14,787 shares; 2025Q4: 16,231 shares; 2026Q1: 15,657 shares 15,657 $574K <0.01% -574 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,095 shares; 2025Q1: 17,835 shares; 2025Q2: 52,033 shares; 2025Q3: 59,772 shares; 2025Q4: 64,054 shares; 2026Q1: 68,873 shares 68,873 $573K <0.01% +4,819 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,655 shares; 2026Q1: 5,951 shares 5,951 $571K <0.01% +296 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares; 2026Q1: 3,723 shares 3,723 $570K <0.01% +796 Timeline NUMG 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: 9,751 shares; 2025Q1: 10,518 shares; 2025Q2: 8,533 shares; 2025Q3: 8,051 shares; 2025Q4: 13,147 shares; 2026Q1: 13,853 shares 13,853 $569K <0.01% +706 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 2,665 shares; 2025Q1: 5,499 shares; 2025Q2: 6,173 shares; 2025Q3: 4,566 shares; 2025Q4: 4,275 shares; 2026Q1: 3,836 shares 3,836 $569K <0.01% -439 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 10,610 shares 10,610 $567K <0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,990 shares; 2025Q1: 14,608 shares; 2025Q2: 14,215 shares; 2025Q3: 13,371 shares; 2025Q4: 13,692 shares; 2026Q1: 14,236 shares 14,236 $564K <0.01% +544 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,121 shares; 2024Q4: 16,162 shares; 2025Q1: 16,097 shares; 2025Q2: 22,561 shares; 2025Q3: 23,813 shares; 2025Q4: 23,848 shares; 2026Q1: 23,258 shares 23,258 $563K <0.01% -590 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,811 shares; 2025Q1: 9,816 shares; 2025Q2: 11,209 shares; 2025Q3: 13,721 shares; 2025Q4: 20,702 shares; 2026Q1: 24,843 shares 24,843 $563K <0.01% +4,141 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,343 shares; 2024Q4: 25,960 shares; 2025Q1: 4,971 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,399 shares; 2026Q1: 10,864 shares 10,864 $561K <0.01% +4,465 Timeline JIRE 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: 4,408 shares; 2025Q3: 4,405 shares; 2025Q4: 7,195 shares; 2026Q1: 7,349 shares 7,349 $557K <0.01% +154 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 8,786 shares 8,786 $555K <0.01% new Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & 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: 53,244 shares 53,244 $554K <0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 11,327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,000 shares; 2025Q4: 59,498 shares; 2026Q1: 64,646 shares 64,646 $554K <0.01% +5,148 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 4,460 shares; 2025Q1: 5,013 shares; 2025Q2: 6,562 shares; 2025Q3: 8,121 shares; 2025Q4: 7,377 shares; 2026Q1: 7,560 shares 7,560 $553K <0.01% +183 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,390 shares; 2026Q1: 5,112 shares 5,112 $552K <0.01% +722 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,335 shares; 2025Q1: 5,885 shares; 2025Q2: 5,733 shares; 2025Q3: 4,760 shares; 2025Q4: 5,053 shares; 2026Q1: 6,839 shares 6,839 $552K <0.01% +1,786 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 4,782 shares; 2026Q1: 4,711 shares 4,711 $551K <0.01% -71 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 7,156 shares; 2025Q3: 7,485 shares; 2025Q4: 17,813 shares; 2026Q1: 21,197 shares 21,197 $551K <0.01% +3,384 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,558 shares 16,558 $551K <0.01% new Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,240 shares; 2025Q2: 9,343 shares; 2025Q3: 9,388 shares; 2025Q4: 9,299 shares; 2026Q1: 9,437 shares 9,437 $550K <0.01% +138 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 12,872 shares; 2025Q1: 11,870 shares; 2025Q2: 10,429 shares; 2025Q3: 8,950 shares; 2025Q4: 10,246 shares; 2026Q1: 11,509 shares 11,509 $550K <0.01% +1,263 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,446 shares; 2025Q1: 3,336 shares; 2025Q2: 8,800 shares; 2025Q3: 8,995 shares; 2025Q4: 6,486 shares; 2026Q1: 4,901 shares 4,901 $549K <0.01% -1,585 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP 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: 20,228 shares 20,228 $547K <0.01% new Timeline VABS 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: 19,233 shares; 2025Q4: 23,825 shares; 2026Q1: 22,663 shares 22,663 $546K <0.01% -1,162 Timeline DFAC 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: 6,848 shares; 2024Q4: 6,852 shares; 2025Q1: 6,857 shares; 2025Q2: 6,862 shares; 2025Q3: 9,588 shares; 2025Q4: 14,052 shares; 2026Q1: 14,057 shares 14,057 $546K <0.01% +5 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 23,279 shares; 2025Q1: 16,902 shares; 2025Q2: 13,723 shares; 2025Q3: 12,934 shares; 2025Q4: 14,878 shares; 2026Q1: 11,984 shares 11,984 $546K <0.01% -2,894 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,659 shares; 2024Q4: 15,414 shares; 2025Q1: 15,451 shares; 2025Q2: 17,741 shares; 2025Q3: 20,226 shares; 2025Q4: 22,170 shares; 2026Q1: 24,794 shares 24,794 $546K <0.01% +2,624 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,901 shares; 2025Q4: 11,774 shares; 2026Q1: 11,270 shares 11,270 $544K <0.01% -504 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 16,357 shares; 2025Q1: 14,469 shares; 2025Q2: 10,127 shares; 2025Q3: 15,399 shares; 2025Q4: 11,005 shares; 2026Q1: 22,606 shares 22,606 $542K <0.01% +11,601 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,338 shares; 2025Q3: 6,763 shares; 2025Q4: 8,241 shares; 2026Q1: 8,162 shares 8,162 $542K <0.01% -79 Timeline FXO 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: 3,910 shares; 2025Q3: 3,913 shares; 2025Q4: not reported; 2026Q1: 9,611 shares 9,611 $540K <0.01% new Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 17,501 shares; 2026Q1: 17,832 shares 17,832 $540K <0.01% +331 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,144 shares; 2025Q2: 3,306 shares; 2025Q3: 4,498 shares; 2025Q4: 4,785 shares; 2026Q1: 5,999 shares 5,999 $539K <0.01% +1,214 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,311 shares; 2026Q1: 47,714 shares 47,714 $538K <0.01% +36,403 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 6,812 shares; 2026Q1: 8,010 shares 8,010 $538K <0.01% +1,198 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 20,188 shares; 2025Q3: 21,603 shares; 2025Q4: 20,982 shares; 2026Q1: 21,781 shares 21,781 $538K <0.01% +799 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 11,126 shares; 2025Q1: 15,262 shares; 2025Q2: 19,517 shares; 2025Q3: 19,144 shares; 2025Q4: 20,426 shares; 2026Q1: 20,438 shares 20,438 $538K <0.01% +12 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,076 shares; 2025Q2: 8,130 shares; 2025Q3: 9,875 shares; 2025Q4: 10,994 shares; 2026Q1: 12,036 shares 12,036 $535K <0.01% +1,042 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 8,619 shares 8,619 $533K <0.01% new Timeline BCSM BARON ETF TR More: the full row for BARON 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: 24,687 shares 24,687 $533K <0.01% new Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 12,948 shares; 2025Q3: 9,021 shares; 2025Q4: 9,878 shares; 2026Q1: 10,112 shares 10,112 $532K <0.01% +234 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 4,554 shares; 2025Q4: 5,630 shares; 2026Q1: 6,422 shares 6,422 $532K <0.01% +792 Timeline KRE 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: 3,955 shares; 2025Q1: 4,255 shares; 2025Q2: 6,434 shares; 2025Q3: 7,273 shares; 2025Q4: 11,179 shares; 2026Q1: 8,153 shares 8,153 $531K <0.01% -3,026 Timeline NICE NICE LTD More: the full row for NICE 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: 3,982 shares; 2025Q3: 4,299 shares; 2025Q4: 3,791 shares; 2026Q1: 4,792 shares 4,792 $528K <0.01% +1,001 Timeline FQAL 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: 9,868 shares; 2026Q1: 12,333 shares 12,333 $527K <0.01% +2,465 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,971 shares; 2025Q1: 7,700 shares; 2025Q2: 8,655 shares; 2025Q3: 11,510 shares; 2025Q4: 11,373 shares; 2026Q1: 11,872 shares 11,872 $524K <0.01% +499 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 4,810 shares; 2025Q3: 6,000 shares; 2025Q4: 5,085 shares; 2026Q1: 5,240 shares 5,240 $524K <0.01% +155 Timeline FHYS 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: 9,511 shares; 2025Q2: 11,546 shares; 2025Q3: 13,364 shares; 2025Q4: 13,367 shares; 2026Q1: 22,858 shares 22,858 $524K <0.01% +9,491 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,672 shares; 2025Q1: 4,005 shares; 2025Q2: 4,877 shares; 2025Q3: 4,577 shares; 2025Q4: 2,633 shares; 2026Q1: 2,760 shares 2,760 $522K <0.01% +127 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,578 shares; 2025Q3: 10,167 shares; 2025Q4: 11,969 shares; 2026Q1: 19,415 shares 19,415 $520K <0.01% +7,446 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 14,277 shares; 2025Q1: 6,411 shares; 2025Q2: 16,231 shares; 2025Q3: 16,669 shares; 2025Q4: 16,924 shares; 2026Q1: 9,050 shares 9,050 $519K <0.01% -7,874 Timeline DTCR 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: 15,144 shares; 2025Q2: 16,087 shares; 2025Q3: 20,122 shares; 2025Q4: 21,809 shares; 2026Q1: 21,672 shares 21,672 $519K <0.01% -137 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER 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: 12,101 shares; 2025Q3: 13,360 shares; 2025Q4: 20,379 shares; 2026Q1: 21,231 shares 21,231 $519K <0.01% +852 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,716 shares; 2025Q1: 3,559 shares; 2025Q2: 3,555 shares; 2025Q3: 3,363 shares; 2025Q4: 3,368 shares; 2026Q1: 4,985 shares 4,985 $517K <0.01% +1,617 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 24,418 shares; 2025Q3: 30,453 shares; 2025Q4: 35,894 shares; 2026Q1: 27,499 shares 27,499 $517K <0.01% -8,395 Timeline CMDT 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: 24,488 shares; 2025Q4: 16,766 shares; 2026Q1: 16,007 shares 16,007 $517K <0.01% -759 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 2,027 shares; 2025Q1: 2,070 shares; 2025Q2: 2,406 shares; 2025Q3: 2,609 shares; 2025Q4: 2,237 shares; 2026Q1: 1,362 shares 1,362 $516K <0.01% -875 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 8,971 shares; 2025Q1: 5,130 shares; 2025Q2: 5,739 shares; 2025Q3: 8,409 shares; 2025Q4: 8,310 shares; 2026Q1: 9,850 shares 9,850 $515K <0.01% +1,540 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,028 shares; 2024Q4: 12,520 shares; 2025Q1: 6,708 shares; 2025Q2: 5,746 shares; 2025Q3: 5,724 shares; 2025Q4: 6,075 shares; 2026Q1: 6,072 shares 6,072 $514K <0.01% -3 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 12,533 shares; 2025Q1: 13,692 shares; 2025Q2: 15,162 shares; 2025Q3: 16,628 shares; 2025Q4: 15,298 shares; 2026Q1: 15,213 shares 15,213 $513K <0.01% -85 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 6,057 shares; 2025Q1: 9,513 shares; 2025Q2: 14,670 shares; 2025Q3: 16,735 shares; 2025Q4: 9,274 shares; 2026Q1: 4,990 shares 4,990 $513K <0.01% -4,284 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,046 shares; 2025Q2: 6,584 shares; 2025Q3: 6,468 shares; 2025Q4: 6,732 shares; 2026Q1: 5,137 shares 5,137 $511K <0.01% -1,595 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,842 shares; 2025Q1: 13,137 shares; 2025Q2: 14,236 shares; 2025Q3: 22,039 shares; 2025Q4: 20,646 shares; 2026Q1: 23,319 shares 23,319 $510K <0.01% +2,673 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,341 shares; 2024Q4: 35,112 shares; 2025Q1: 36,630 shares; 2025Q2: 38,014 shares; 2025Q3: 46,443 shares; 2025Q4: 42,569 shares; 2026Q1: 54,366 shares 54,366 $505K <0.01% +11,797 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 2,667 shares; 2025Q1: 2,952 shares; 2025Q2: 3,109 shares; 2025Q3: 3,172 shares; 2025Q4: 1,401 shares; 2026Q1: 2,971 shares 2,971 $504K <0.01% +1,570 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 1,836 shares; 2025Q3: 1,657 shares; 2025Q4: 2,427 shares; 2026Q1: 2,495 shares 2,495 $503K <0.01% +68 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,768 shares; 2025Q3: 11,168 shares; 2025Q4: 12,111 shares; 2026Q1: 13,232 shares 13,232 $502K <0.01% +1,121 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,268 shares; 2025Q2: 19,411 shares; 2025Q3: 22,449 shares; 2025Q4: 24,874 shares; 2026Q1: 11,923 shares 11,923 $501K <0.01% -12,951 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,925 shares; 2025Q2: 16,542 shares; 2025Q3: 22,633 shares; 2025Q4: 24,220 shares; 2026Q1: 20,505 shares 20,505 $500K <0.01% -3,715 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,435 shares 2,435 $499K <0.01% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,095 shares; 2025Q1: 1,738 shares; 2025Q2: 2,054 shares; 2025Q3: 2,170 shares; 2025Q4: 2,504 shares; 2026Q1: 2,496 shares 2,496 $499K <0.01% -8 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS 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: 8,000 shares; 2026Q1: 8,005 shares 8,005 $499K <0.01% +5 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX 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: 175,454 shares; 2026Q1: 106,257 shares 106,257 $499K <0.01% -69,197 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,067 shares 8,067 $497K <0.01% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,544 shares; 2024Q4: 14,863 shares; 2025Q1: 17,884 shares; 2025Q2: 15,683 shares; 2025Q3: 14,408 shares; 2025Q4: 16,021 shares; 2026Q1: 43,262 shares 43,262 $496K <0.01% +27,241 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,434 shares; 2026Q1: 39,615 shares 39,615 $496K <0.01% -11,819 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,922 shares; 2025Q2: 4,921 shares; 2025Q3: 3,032 shares; 2025Q4: 3,030 shares; 2026Q1: 3,031 shares 3,031 $495K <0.01% +1 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 4,310 shares; 2025Q3: 3,617 shares; 2025Q4: 3,207 shares; 2026Q1: 3,002 shares 3,002 $495K <0.01% -205 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 5,167 shares; 2025Q1: 7,512 shares; 2025Q2: 7,030 shares; 2025Q3: 6,835 shares; 2025Q4: 6,887 shares; 2026Q1: 7,133 shares 7,133 $494K <0.01% +246 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: not reported; 2025Q3: 1,905 shares; 2025Q4: not reported; 2026Q1: 5,012 shares 5,012 $493K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 18,713 shares; 2025Q1: 24,913 shares; 2025Q2: 25,798 shares; 2025Q3: 23,209 shares; 2025Q4: 31,320 shares; 2026Q1: 31,122 shares 31,122 $493K <0.01% -198 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,974 shares; 2025Q1: 12,334 shares; 2025Q2: 34,353 shares; 2025Q3: 37,244 shares; 2025Q4: 56,904 shares; 2026Q1: 28,083 shares 28,083 $492K <0.01% -28,821 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,719 shares; 2025Q1: 2,924 shares; 2025Q2: 3,351 shares; 2025Q3: 3,326 shares; 2025Q4: 5,577 shares; 2026Q1: 4,478 shares 4,478 $492K <0.01% -1,099 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,602 shares; 2025Q1: 1,744 shares; 2025Q2: 2,316 shares; 2025Q3: 2,481 shares; 2025Q4: 2,285 shares; 2026Q1: 2,829 shares 2,829 $490K <0.01% +544 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,991 shares 6,991 $489K <0.01% new Timeline IEV 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: 5,512 shares; 2025Q3: 5,487 shares; 2025Q4: 6,939 shares; 2026Q1: 7,191 shares 7,191 $489K <0.01% +252 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS 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: 5,149 shares; 2025Q3: 5,251 shares; 2025Q4: 5,318 shares; 2026Q1: 5,289 shares 5,289 $488K <0.01% -29 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,998 shares; 2025Q2: 16,586 shares; 2025Q3: 20,429 shares; 2025Q4: 21,623 shares; 2026Q1: 17,815 shares 17,815 $488K <0.01% -3,808 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 5,949 shares; 2025Q1: 6,384 shares; 2025Q2: 6,315 shares; 2025Q3: 6,218 shares; 2025Q4: 5,841 shares; 2026Q1: 4,984 shares 4,984 $487K <0.01% -857 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,493 shares; 2025Q2: 13,521 shares; 2025Q3: 19,614 shares; 2025Q4: 23,455 shares; 2026Q1: 13,445 shares 13,445 $486K <0.01% -10,010 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,792 shares; 2025Q3: 67,380 shares; 2025Q4: 67,608 shares; 2026Q1: 39,917 shares 39,917 $485K <0.01% -27,691 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,272 shares; 2025Q1: 1,235 shares; 2025Q2: 2,377 shares; 2025Q3: 2,281 shares; 2025Q4: 1,862 shares; 2026Q1: 2,238 shares 2,238 $485K <0.01% +376 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,091 shares; 2024Q4: 29,032 shares; 2025Q1: 30,084 shares; 2025Q2: 31,700 shares; 2025Q3: 30,575 shares; 2025Q4: 30,359 shares; 2026Q1: 19,701 shares 19,701 $484K <0.01% -10,658 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 6,451 shares; 2026Q1: 6,556 shares 6,556 $483K <0.01% +105 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 1,244 shares; 2025Q1: 1,900 shares; 2025Q2: 4,038 shares; 2025Q3: 4,478 shares; 2025Q4: 3,316 shares; 2026Q1: 2,295 shares 2,295 $482K <0.01% -1,021 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 6,909 shares; 2025Q4: 15,250 shares; 2026Q1: 12,475 shares 12,475 $482K <0.01% -2,775 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME 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: 50,083 shares; 2026Q1: 52,900 shares 52,900 $481K <0.01% +2,817 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,047 shares; 2026Q1: 33,043 shares 33,043 $481K <0.01% -4 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,158 shares; 2025Q2: 18,151 shares; 2025Q3: 22,026 shares; 2025Q4: 21,275 shares; 2026Q1: 33,697 shares 33,697 $480K <0.01% +12,422 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,773 shares; 2025Q4: 8,814 shares; 2026Q1: 12,153 shares 12,153 $476K <0.01% +3,339 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,250 shares; 2025Q2: 10,001 shares; 2025Q3: 13,405 shares; 2025Q4: 17,964 shares; 2026Q1: 22,292 shares 22,292 $476K <0.01% +4,328 Timeline BBCA 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: 4,198 shares; 2026Q1: 5,055 shares 5,055 $475K <0.01% +857 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,992 shares; 2025Q3: 2,183 shares; 2025Q4: 2,746 shares; 2026Q1: 2,663 shares 2,663 $475K <0.01% -83 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 10,726 shares; 2025Q1: 9,711 shares; 2025Q2: 14,211 shares; 2025Q3: 17,516 shares; 2025Q4: 18,694 shares; 2026Q1: 15,845 shares 15,845 $475K <0.01% -2,849 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 3,141 shares; 2025Q3: 3,669 shares; 2025Q4: 3,747 shares; 2026Q1: 3,079 shares 3,079 $474K <0.01% -668 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 623 shares; 2025Q4: 669 shares; 2026Q1: 906 shares 906 $474K <0.01% +237 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,065 shares; 2025Q3: 22,522 shares; 2025Q4: 22,467 shares; 2026Q1: 22,802 shares 22,802 $474K <0.01% +335 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 15,917 shares; 2025Q1: 18,294 shares; 2025Q2: 20,164 shares; 2025Q3: 20,748 shares; 2025Q4: 22,138 shares; 2026Q1: 28,131 shares 28,131 $473K <0.01% +5,993 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,890 shares; 2025Q2: 7,143 shares; 2025Q3: 8,167 shares; 2025Q4: 8,999 shares; 2026Q1: 6,978 shares 6,978 $472K <0.01% -2,021 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: not reported; 2025Q1: 8,701 shares; 2025Q2: not reported; 2025Q3: 8,284 shares; 2025Q4: 12,730 shares; 2026Q1: 17,189 shares 17,189 $471K <0.01% +4,459 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT 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: 1,316 shares; 2025Q4: not reported; 2026Q1: 5,668 shares 5,668 $470K <0.01% new Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,954 shares; 2025Q1: 27,718 shares; 2025Q2: 22,140 shares; 2025Q3: 19,974 shares; 2025Q4: 18,989 shares; 2026Q1: 16,222 shares 16,222 $470K <0.01% -2,767 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT 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: not reported; 2025Q3: not reported; 2025Q4: 33,627 shares; 2026Q1: 34,598 shares 34,598 $469K <0.01% +971 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 3,204 shares; 2025Q1: 3,719 shares; 2025Q2: 5,233 shares; 2025Q3: 5,931 shares; 2025Q4: 5,051 shares; 2026Q1: 5,306 shares 5,306 $469K <0.01% +255 Timeline IHAK 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: 10,718 shares 10,718 $468K <0.01% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,218 shares; 2024Q4: 18,218 shares; 2025Q1: 22,150 shares; 2025Q2: 22,150 shares; 2025Q3: 23,148 shares; 2025Q4: 77,260 shares; 2026Q1: 84,080 shares 84,080 $467K <0.01% +6,820 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 4,975 shares; 2025Q1: 5,797 shares; 2025Q2: 6,111 shares; 2025Q3: 6,721 shares; 2025Q4: 6,946 shares; 2026Q1: 6,830 shares 6,830 $467K <0.01% -116 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares; 2026Q1: 2,133 shares 2,133 $465K <0.01% +99 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,090 shares; 2026Q1: 18,095 shares 18,095 $462K <0.01% +1,005 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,158 shares; 2024Q4: 26,179 shares; 2025Q1: 23,127 shares; 2025Q2: 12,267 shares; 2025Q3: 11,169 shares; 2025Q4: 16,980 shares; 2026Q1: 20,099 shares 20,099 $462K <0.01% +3,119 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,234 shares; 2024Q4: 20,886 shares; 2025Q1: 29,408 shares; 2025Q2: 35,438 shares; 2025Q3: 37,984 shares; 2025Q4: 38,074 shares; 2026Q1: 38,570 shares 38,570 $460K <0.01% +496 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 3,190 shares; 2025Q3: 3,524 shares; 2025Q4: 3,469 shares; 2026Q1: 2,915 shares 2,915 $460K <0.01% -554 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,887 shares; 2025Q4: 6,798 shares; 2026Q1: 7,470 shares 7,470 $459K <0.01% +672 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,419 shares; 2024Q4: 25,718 shares; 2025Q1: 26,771 shares; 2025Q2: 24,182 shares; 2025Q3: 24,188 shares; 2025Q4: 24,208 shares; 2026Q1: 24,221 shares 24,221 $458K <0.01% +13 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,529 shares; 2024Q4: 9,641 shares; 2025Q1: 10,030 shares; 2025Q2: 10,056 shares; 2025Q3: 10,351 shares; 2025Q4: 13,166 shares; 2026Q1: 12,703 shares 12,703 $458K <0.01% -463 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,390 shares; 2025Q1: 17,911 shares; 2025Q2: 17,770 shares; 2025Q3: 14,556 shares; 2025Q4: 15,755 shares; 2026Q1: 18,807 shares 18,807 $457K <0.01% +3,052 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED 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: 16,232 shares; 2026Q1: 40,499 shares 40,499 $456K <0.01% +24,267 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,367 shares; 2025Q1: 4,975 shares; 2025Q2: not reported; 2025Q3: 7,490 shares; 2025Q4: 9,607 shares; 2026Q1: 11,420 shares 11,420 $455K <0.01% +1,813 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,056 shares; 2025Q3: 62,378 shares; 2025Q4: 78,552 shares; 2026Q1: 40,617 shares 40,617 $453K <0.01% -37,935 Timeline REIT 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: 68,213 shares; 2025Q2: 34,089 shares; 2025Q3: 54,863 shares; 2025Q4: 26,652 shares; 2026Q1: 16,560 shares 16,560 $453K <0.01% -10,092 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,355 shares 46,355 $453K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,630 shares; 2025Q3: 15,423 shares; 2025Q4: 11,743 shares; 2026Q1: 11,224 shares 11,224 $452K <0.01% -519 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 5,910 shares; 2025Q3: 6,997 shares; 2025Q4: 5,800 shares; 2026Q1: 5,714 shares 5,714 $451K <0.01% -86 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 20,667 shares 20,667 $450K <0.01% new Timeline VIOG 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: 4,697 shares; 2025Q1: 4,636 shares; 2025Q2: 4,387 shares; 2025Q3: 3,716 shares; 2025Q4: 3,681 shares; 2026Q1: 3,614 shares 3,614 $450K <0.01% -67 Timeline DLO DLOCAL LTD More: the full row for DLOCAL 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: 35,181 shares; 2025Q3: 34,845 shares; 2025Q4: 35,047 shares; 2026Q1: 34,657 shares 34,657 $450K <0.01% -390 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 5,346 shares; 2025Q1: 6,728 shares; 2025Q2: 5,841 shares; 2025Q3: 4,578 shares; 2025Q4: 4,726 shares; 2026Q1: 3,837 shares 3,837 $449K <0.01% -889 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 14,591 shares; 2025Q1: 17,299 shares; 2025Q2: 19,931 shares; 2025Q3: 19,070 shares; 2025Q4: 6,737 shares; 2026Q1: 10,233 shares 10,233 $448K <0.01% +3,496 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 4,479 shares; 2025Q1: 4,823 shares; 2025Q2: 6,496 shares; 2025Q3: 5,541 shares; 2025Q4: 4,158 shares; 2026Q1: 7,260 shares 7,260 $448K <0.01% +3,102 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,777 shares; 2025Q1: not reported; 2025Q2: 2,755 shares; 2025Q3: 2,813 shares; 2025Q4: 3,784 shares; 2026Q1: 4,747 shares 4,747 $447K <0.01% +963 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,393 shares; 2025Q3: 4,111 shares; 2025Q4: 4,819 shares; 2026Q1: 3,782 shares 3,782 $447K <0.01% -1,037 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,751 shares; 2024Q4: 24,684 shares; 2025Q1: 24,684 shares; 2025Q2: 31,649 shares; 2025Q3: 31,788 shares; 2025Q4: 32,496 shares; 2026Q1: 32,738 shares 32,738 $446K <0.01% +242 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,424 shares; 2026Q1: 10,992 shares 10,992 $445K <0.01% -432 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 15,102 shares; 2025Q1: 16,541 shares; 2025Q2: 15,567 shares; 2025Q3: 15,431 shares; 2025Q4: 11,831 shares; 2026Q1: 12,533 shares 12,533 $441K <0.01% +702 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP 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: 22,083 shares; 2026Q1: 20,646 shares 20,646 $441K <0.01% -1,437 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 6,484 shares; 2025Q2: 10,372 shares; 2025Q3: 9,331 shares; 2025Q4: 8,647 shares; 2026Q1: 8,043 shares 8,043 $440K <0.01% -604 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly 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: 22,554 shares; 2026Q1: 41,632 shares 41,632 $438K <0.01% +19,078 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES 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: 60,532 shares; 2025Q4: 91,203 shares; 2026Q1: 89,841 shares 89,841 $438K <0.01% -1,362 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,322 shares; 2025Q2: 4,424 shares; 2025Q3: 5,166 shares; 2025Q4: 4,554 shares; 2026Q1: 4,626 shares 4,626 $437K <0.01% +72 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,371 shares; 2025Q1: 4,739 shares; 2025Q2: 7,920 shares; 2025Q3: 7,915 shares; 2025Q4: 7,246 shares; 2026Q1: 5,811 shares 5,811 $437K <0.01% -1,435 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,372 shares; 2026Q1: 13,254 shares 13,254 $437K <0.01% +6,882 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 2,105 shares; 2025Q1: 2,522 shares; 2025Q2: 3,973 shares; 2025Q3: 4,462 shares; 2025Q4: 3,508 shares; 2026Q1: 3,342 shares 3,342 $437K <0.01% -166 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,934 shares; 2025Q1: 4,495 shares; 2025Q2: 4,093 shares; 2025Q3: 3,720 shares; 2025Q4: 5,076 shares; 2026Q1: 4,853 shares 4,853 $437K <0.01% -223 Timeline DAUG 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: 9,522 shares; 2026Q1: 10,022 shares 10,022 $436K <0.01% +500 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,024 shares; 2025Q1: not reported; 2025Q2: 25,522 shares; 2025Q3: 68,501 shares; 2025Q4: 57,171 shares; 2026Q1: 84,342 shares 84,342 $436K <0.01% +27,171 Timeline JMEE 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: 11,389 shares; 2025Q2: 12,182 shares; 2025Q3: 18,143 shares; 2025Q4: 17,412 shares; 2026Q1: 6,519 shares 6,519 $435K <0.01% -10,893 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,316 shares; 2025Q2: 3,988 shares; 2025Q3: 3,888 shares; 2025Q4: 3,874 shares; 2026Q1: 5,823 shares 5,823 $432K <0.01% +1,949 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,561 shares; 2025Q3: 15,298 shares; 2025Q4: 14,379 shares; 2026Q1: 9,231 shares 9,231 $431K <0.01% -5,148 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,400 shares; 2025Q1: 3,193 shares; 2025Q2: 3,269 shares; 2025Q3: 4,442 shares; 2025Q4: 7,930 shares; 2026Q1: 4,233 shares 4,233 $431K <0.01% -3,697 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,470 shares; 2025Q1: 3,440 shares; 2025Q2: 4,769 shares; 2025Q3: 5,884 shares; 2025Q4: 5,467 shares; 2026Q1: 4,289 shares 4,289 $430K <0.01% -1,178 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,020 shares; 2026Q1: 9,685 shares 9,685 $429K <0.01% -335 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,150 shares; 2025Q1: 18,150 shares; 2025Q2: 31,536 shares; 2025Q3: 31,536 shares; 2025Q4: 29,699 shares; 2026Q1: 17,575 shares 17,575 $429K <0.01% -12,124 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 3,287 shares; 2025Q2: 6,639 shares; 2025Q3: 6,741 shares; 2025Q4: 5,215 shares; 2026Q1: 5,698 shares 5,698 $428K <0.01% +483 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,239 shares; 2024Q4: 8,434 shares; 2025Q1: 7,811 shares; 2025Q2: 8,741 shares; 2025Q3: 8,681 shares; 2025Q4: 8,681 shares; 2026Q1: 9,736 shares 9,736 $427K <0.01% +1,055 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,078 shares; 2024Q4: 22,569 shares; 2025Q1: 11,945 shares; 2025Q2: 10,533 shares; 2025Q3: 10,409 shares; 2025Q4: 11,046 shares; 2026Q1: 10,249 shares 10,249 $427K <0.01% -797 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 10,563 shares 10,563 $427K <0.01% new Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 8,938 shares; 2025Q1: 6,250 shares; 2025Q2: 6,797 shares; 2025Q3: 6,618 shares; 2025Q4: 4,176 shares; 2026Q1: 3,874 shares 3,874 $424K <0.01% -302 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES 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: 32,568 shares; 2026Q1: 36,303 shares 36,303 $423K <0.01% +3,735 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,325 shares; 2024Q4: 32,195 shares; 2025Q1: 27,370 shares; 2025Q2: 36,538 shares; 2025Q3: 36,703 shares; 2025Q4: 37,362 shares; 2026Q1: 22,212 shares 22,212 $422K <0.01% -15,150 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 14,382 shares; 2025Q1: 14,276 shares; 2025Q2: 11,677 shares; 2025Q3: 13,410 shares; 2025Q4: 13,315 shares; 2026Q1: 11,655 shares 11,655 $422K <0.01% -1,660 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE 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: 48,839 shares; 2025Q4: 57,816 shares; 2026Q1: 56,080 shares 56,080 $422K <0.01% -1,736 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,335 shares; 2025Q1: 32,472 shares; 2025Q2: 35,379 shares; 2025Q3: 32,524 shares; 2025Q4: 31,610 shares; 2026Q1: 33,977 shares 33,977 $421K <0.01% +2,367 Timeline JEMB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $420K <0.01% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,416 shares; 2025Q3: 1,488 shares; 2025Q4: 1,448 shares; 2026Q1: 1,285 shares 1,285 $419K <0.01% -163 Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,210 shares; 2026Q1: 20,150 shares 20,150 $418K <0.01% +4,940 Timeline XSVM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,930 shares 6,930 $418K <0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,695 shares; 2024Q4: 22,695 shares; 2025Q1: 22,695 shares; 2025Q2: 31,946 shares; 2025Q3: 30,998 shares; 2025Q4: 30,357 shares; 2026Q1: 30,527 shares 30,527 $417K <0.01% +170 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT 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: 14,693 shares; 2025Q3: 14,957 shares; 2025Q4: 12,433 shares; 2026Q1: 12,110 shares 12,110 $416K <0.01% -323 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,779 shares 28,779 $416K <0.01% new Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP 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: 19,810 shares; 2025Q3: 19,820 shares; 2025Q4: 19,830 shares; 2026Q1: 19,730 shares 19,730 $416K <0.01% -100 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,449 shares; 2025Q1: 5,184 shares; 2025Q2: 20,814 shares; 2025Q3: 51,671 shares; 2025Q4: 18,341 shares; 2026Q1: 18,178 shares 18,178 $415K <0.01% -163 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 2,951 shares; 2025Q3: 3,214 shares; 2025Q4: 2,999 shares; 2026Q1: 2,758 shares 2,758 $415K <0.01% -241 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST 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: 18,512 shares; 2026Q1: 26,946 shares 26,946 $414K <0.01% +8,434 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,764 shares; 2025Q1: 3,725 shares; 2025Q2: 3,802 shares; 2025Q3: 3,857 shares; 2025Q4: 3,849 shares; 2026Q1: 7,146 shares 7,146 $414K <0.01% +3,297 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,430 shares; 2025Q3: 10,379 shares; 2025Q4: 9,262 shares; 2026Q1: 7,661 shares 7,661 $413K <0.01% -1,601 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 11,424 shares; 2026Q1: 15,600 shares 15,600 $411K <0.01% +4,176 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 27,172 shares; 2025Q1: 26,065 shares; 2025Q2: 25,425 shares; 2025Q3: 24,745 shares; 2025Q4: 25,492 shares; 2026Q1: 9,723 shares 9,723 $411K <0.01% -15,769 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,638 shares; 2025Q2: 3,112 shares; 2025Q3: 3,594 shares; 2025Q4: 3,614 shares; 2026Q1: 5,310 shares 5,310 $410K <0.01% +1,696 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,143 shares; 2025Q1: 2,144 shares; 2025Q2: 2,154 shares; 2025Q3: 2,155 shares; 2025Q4: 2,156 shares; 2026Q1: 2,294 shares 2,294 $409K <0.01% +138 Timeline IFS INTERCORP FINL SVCS INC More: the full row for INTERCORP FINL SVCS 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: 8,123 shares 8,123 $408K <0.01% new Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,257 shares; 2024Q4: 25,134 shares; 2025Q1: 13,187 shares; 2025Q2: 11,295 shares; 2025Q3: 10,779 shares; 2025Q4: 11,336 shares; 2026Q1: 10,264 shares 10,264 $407K <0.01% -1,072 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,623 shares; 2025Q4: 21,623 shares; 2026Q1: 27,347 shares 27,347 $407K <0.01% +5,724 Timeline EVUS 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: 6,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,722 shares; 2025Q4: 13,499 shares; 2026Q1: 12,620 shares 12,620 $402K <0.01% -879 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,263 shares; 2025Q1: 1,022 shares; 2025Q2: 1,211 shares; 2025Q3: 1,220 shares; 2025Q4: 1,255 shares; 2026Q1: 1,966 shares 1,966 $401K <0.01% +711 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,925 shares; 2025Q1: 9,347 shares; 2025Q2: 10,831 shares; 2025Q3: 11,360 shares; 2025Q4: 12,233 shares; 2026Q1: 11,029 shares 11,029 $400K <0.01% -1,204 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,745 shares; 2024Q4: 30,745 shares; 2025Q1: 32,745 shares; 2025Q2: 32,745 shares; 2025Q3: 32,745 shares; 2025Q4: 32,745 shares; 2026Q1: 32,745 shares 32,745 $399K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,633 shares 11,633 $399K <0.01% new Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 6,361 shares; 2025Q1: 5,457 shares; 2025Q2: 5,205 shares; 2025Q3: 6,993 shares; 2025Q4: 6,778 shares; 2026Q1: 6,739 shares 6,739 $398K <0.01% -39 Timeline GDXJ 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: 3,571 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,315 shares 3,315 $398K <0.01% new Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,980 shares; 2025Q4: 44,237 shares; 2026Q1: 36,995 shares 36,995 $397K <0.01% -7,242 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,808 shares; 2025Q3: 9,864 shares; 2025Q4: 14,708 shares; 2026Q1: 17,504 shares 17,504 $397K <0.01% +2,796 Timeline SPLB 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: 165,920 shares; 2024Q4: 45,163 shares; 2025Q1: 32,981 shares; 2025Q2: 29,658 shares; 2025Q3: 21,670 shares; 2025Q4: 20,612 shares; 2026Q1: 18,106 shares 18,106 $397K <0.01% -2,506 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,076 shares; 2025Q1: 4,829 shares; 2025Q2: 5,217 shares; 2025Q3: 5,873 shares; 2025Q4: 5,953 shares; 2026Q1: 5,244 shares 5,244 $397K <0.01% -709 Timeline HEFT 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: 14,827 shares 14,827 $395K <0.01% new Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,797 shares; 2026Q1: 9,647 shares 9,647 $394K <0.01% +3,850 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,404 shares; 2025Q1: 19,433 shares; 2025Q2: 24,895 shares; 2025Q3: 26,066 shares; 2025Q4: 12,031 shares; 2026Q1: 8,852 shares 8,852 $393K <0.01% -3,179 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,349 shares; 2025Q1: 2,006 shares; 2025Q2: 3,254 shares; 2025Q3: 3,199 shares; 2025Q4: 3,264 shares; 2026Q1: 2,830 shares 2,830 $391K <0.01% -434 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,704 shares 3,704 $391K <0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 4,381 shares; 2025Q1: 4,316 shares; 2025Q2: 4,139 shares; 2025Q3: 3,203 shares; 2025Q4: 3,741 shares; 2026Q1: 3,551 shares 3,551 $390K <0.01% -190 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,651 shares; 2025Q1: 4,977 shares; 2025Q2: 4,188 shares; 2025Q3: 4,251 shares; 2025Q4: 3,926 shares; 2026Q1: 4,113 shares 4,113 $389K <0.01% +187 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 4,303 shares; 2025Q3: 3,323 shares; 2025Q4: 3,211 shares; 2026Q1: 3,693 shares 3,693 $388K <0.01% +482 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $388K <0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 2,094 shares; 2025Q1: 2,478 shares; 2025Q2: 2,458 shares; 2025Q3: 2,460 shares; 2025Q4: 2,437 shares; 2026Q1: 3,032 shares 3,032 $387K <0.01% +595 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,431 shares 1,431 $387K <0.01% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,040 shares 10,040 $386K <0.01% new Timeline PKB 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: 5,084 shares; 2025Q1: 5,417 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares; 2025Q4: 4,731 shares; 2026Q1: 3,953 shares 3,953 $386K <0.01% -778 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,963 shares; 2025Q4: 11,014 shares; 2026Q1: 10,758 shares 10,758 $384K <0.01% -256 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,410 shares; 2026Q1: 4,812 shares 4,812 $384K <0.01% +1,402 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 7,284 shares; 2025Q1: 5,342 shares; 2025Q2: 5,969 shares; 2025Q3: 6,838 shares; 2025Q4: 5,416 shares; 2026Q1: 4,626 shares 4,626 $383K <0.01% -790 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,812 shares; 2025Q4: 27,450 shares; 2026Q1: 31,733 shares 31,733 $382K <0.01% +4,283 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,497 shares; 2025Q1: 18,861 shares; 2025Q2: 19,078 shares; 2025Q3: 20,510 shares; 2025Q4: 23,206 shares; 2026Q1: 24,046 shares 24,046 $382K <0.01% +840 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,931 shares; 2024Q4: 9,995 shares; 2025Q1: 9,231 shares; 2025Q2: 8,178 shares; 2025Q3: 3,742 shares; 2025Q4: 3,697 shares; 2026Q1: 3,748 shares 3,748 $381K <0.01% +51 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,335 shares; 2024Q4: 32,048 shares; 2025Q1: 20,423 shares; 2025Q2: 15,130 shares; 2025Q3: 15,843 shares; 2025Q4: 16,644 shares; 2026Q1: 14,845 shares 14,845 $380K <0.01% -1,799 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly 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: 10,791 shares; 2025Q4: 16,292 shares; 2026Q1: 17,193 shares 17,193 $380K <0.01% +901 Timeline IEO 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: 3,020 shares 3,020 $377K <0.01% new Timeline ATKR ATKORE INC More: the full row for ATKORE 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: 3,598 shares; 2026Q1: 6,394 shares 6,394 $377K <0.01% +2,796 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 5,181 shares; 2025Q1: 5,337 shares; 2025Q2: 5,549 shares; 2025Q3: 5,360 shares; 2025Q4: 5,114 shares; 2026Q1: 5,361 shares 5,361 $376K <0.01% +247 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,817 shares; 2025Q3: 8,025 shares; 2025Q4: 6,694 shares; 2026Q1: 9,649 shares 9,649 $374K <0.01% +2,955 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 12,794 shares; 2025Q1: 12,808 shares; 2025Q2: 13,133 shares; 2025Q3: 13,136 shares; 2025Q4: 11,990 shares; 2026Q1: 11,757 shares 11,757 $373K <0.01% -233 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,957 shares; 2025Q1: 14,518 shares; 2025Q2: 15,043 shares; 2025Q3: 15,618 shares; 2025Q4: 8,687 shares; 2026Q1: 10,179 shares 10,179 $371K <0.01% +1,492 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,399 shares; 2025Q3: 23,199 shares; 2025Q4: 24,503 shares; 2026Q1: 25,806 shares 25,806 $371K <0.01% +1,303 Timeline TX TERNIUM SA More: the full row for TERNIUM 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: 9,325 shares; 2025Q3: 9,718 shares; 2025Q4: 9,315 shares; 2026Q1: 9,304 shares 9,304 $370K <0.01% -11 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,527 shares; 2025Q1: 3,814 shares; 2025Q2: 7,463 shares; 2025Q3: 7,341 shares; 2025Q4: 6,083 shares; 2026Q1: 6,096 shares 6,096 $369K <0.01% +13 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly 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: 11,450 shares; 2026Q1: 22,920 shares 22,920 $369K <0.01% +11,470 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,160 shares; 2024Q4: 45,234 shares; 2025Q1: 56,786 shares; 2025Q2: 53,199 shares; 2025Q3: 44,684 shares; 2025Q4: 51,919 shares; 2026Q1: 46,209 shares 46,209 $368K <0.01% -5,710 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,763 shares 7,763 $367K <0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 11,134 shares; 2025Q1: 17,812 shares; 2025Q2: 20,044 shares; 2025Q3: 20,059 shares; 2025Q4: 18,373 shares; 2026Q1: 16,980 shares 16,980 $367K <0.01% -1,393 Timeline FIDI 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: not reported; 2026Q1: 12,974 shares 12,974 $366K <0.01% new Timeline HDUS 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: 5,153 shares; 2026Q1: 5,787 shares 5,787 $365K <0.01% +634 Timeline SPAB 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: 24,581 shares; 2025Q1: 27,707 shares; 2025Q2: 18,833 shares; 2025Q3: 17,900 shares; 2025Q4: 15,666 shares; 2026Q1: 14,253 shares 14,253 $365K <0.01% -1,413 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL 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: 27,655 shares; 2026Q1: 27,725 shares 27,725 $365K <0.01% +70 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,990 shares; 2025Q3: 7,034 shares; 2025Q4: 6,959 shares; 2026Q1: 7,181 shares 7,181 $364K <0.01% +222 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,898 shares; 2025Q1: 7,688 shares; 2025Q2: 8,751 shares; 2025Q3: 8,475 shares; 2025Q4: 8,572 shares; 2026Q1: 2,558 shares 2,558 $364K <0.01% -6,014 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,513 shares 9,513 $364K <0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,326 shares; 2026Q1: 2,297 shares 2,297 $364K <0.01% -29 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,842 shares; 2025Q1: 9,149 shares; 2025Q2: 8,399 shares; 2025Q3: 14,394 shares; 2025Q4: 10,116 shares; 2026Q1: 9,917 shares 9,917 $363K <0.01% -199 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,318 shares; 2024Q4: 15,186 shares; 2025Q1: 21,519 shares; 2025Q2: 36,091 shares; 2025Q3: 35,535 shares; 2025Q4: 22,959 shares; 2026Q1: 24,776 shares 24,776 $362K <0.01% +1,817 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 17,610 shares; 2025Q3: 18,814 shares; 2025Q4: 16,432 shares; 2026Q1: 19,345 shares 19,345 $361K <0.01% +2,913 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 7,138 shares; 2025Q1: 7,810 shares; 2025Q2: 9,818 shares; 2025Q3: 7,696 shares; 2025Q4: 5,647 shares; 2026Q1: 7,158 shares 7,158 $360K <0.01% +1,511 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 3,599 shares; 2025Q1: 4,598 shares; 2025Q2: 5,866 shares; 2025Q3: 5,055 shares; 2025Q4: 3,698 shares; 2026Q1: 2,030 shares 2,030 $360K <0.01% -1,668 Timeline ITM 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: 18,668 shares; 2024Q4: 28,840 shares; 2025Q1: 16,389 shares; 2025Q2: 12,374 shares; 2025Q3: 6,647 shares; 2025Q4: 7,780 shares; 2026Q1: 7,744 shares 7,744 $360K <0.01% -36 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP 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: 2,469 shares; 2026Q1: 2,404 shares 2,404 $359K <0.01% -65 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,357 shares; 2024Q4: 21,321 shares; 2025Q1: 28,771 shares; 2025Q2: 27,820 shares; 2025Q3: 29,870 shares; 2025Q4: 10,369 shares; 2026Q1: 41,972 shares 41,972 $359K <0.01% +31,603 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,435 shares; 2026Q1: 12,901 shares 12,901 $358K <0.01% -1,534 Timeline BOTZ 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: 19,480 shares; 2025Q3: 19,760 shares; 2025Q4: 22,777 shares; 2026Q1: 10,782 shares 10,782 $358K <0.01% -11,995 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 9,715 shares; 2025Q1: 13,930 shares; 2025Q2: 6,866 shares; 2025Q3: 6,798 shares; 2025Q4: 5,822 shares; 2026Q1: 5,559 shares 5,559 $358K <0.01% -263 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,705 shares; 2025Q1: 4,895 shares; 2025Q2: 6,389 shares; 2025Q3: 6,278 shares; 2025Q4: 6,787 shares; 2026Q1: 7,767 shares 7,767 $357K <0.01% +980 Timeline SCHI 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: 20,173 shares; 2025Q1: 22,388 shares; 2025Q2: 22,712 shares; 2025Q3: 21,775 shares; 2025Q4: 15,464 shares; 2026Q1: 15,733 shares 15,733 $357K <0.01% +269 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,572 shares; 2025Q1: 1,755 shares; 2025Q2: 1,718 shares; 2025Q3: 1,825 shares; 2025Q4: 1,787 shares; 2026Q1: 1,821 shares 1,821 $356K <0.01% +34 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 6,094 shares; 2025Q1: 6,374 shares; 2025Q2: 5,910 shares; 2025Q3: 5,746 shares; 2025Q4: 10,715 shares; 2026Q1: 9,143 shares 9,143 $356K <0.01% -1,572 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,529 shares; 2025Q3: 9,609 shares; 2025Q4: 10,159 shares; 2026Q1: 10,841 shares 10,841 $356K <0.01% +682 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,354 shares; 2025Q4: 5,321 shares; 2026Q1: 7,746 shares 7,746 $355K <0.01% +2,425 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 3,683 shares; 2025Q3: 4,798 shares; 2025Q4: 5,332 shares; 2026Q1: 4,116 shares 4,116 $355K <0.01% -1,216 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 10,748 shares; 2025Q1: 9,945 shares; 2025Q2: 8,436 shares; 2025Q3: 9,765 shares; 2025Q4: 15,436 shares; 2026Q1: 12,412 shares 12,412 $353K <0.01% -3,024 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,621 shares; 2025Q3: not reported; 2025Q4: 3,322 shares; 2026Q1: 4,386 shares 4,386 $353K <0.01% +1,064 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,184 shares; 2025Q4: 22,321 shares; 2026Q1: 32,105 shares 32,105 $353K <0.01% +9,784 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 6,882 shares; 2025Q1: 6,882 shares; 2025Q2: 6,882 shares; 2025Q3: 6,882 shares; 2025Q4: 6,930 shares; 2026Q1: 6,965 shares 6,965 $351K <0.01% +35 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,332 shares; 2026Q1: 34,062 shares 34,062 $351K <0.01% +2,730 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,630 shares; 2025Q1: 8,189 shares; 2025Q2: 7,653 shares; 2025Q3: 7,195 shares; 2025Q4: not reported; 2026Q1: 6,742 shares 6,742 $351K <0.01% new Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,936 shares; 2025Q2: 21,507 shares; 2025Q3: 27,317 shares; 2025Q4: 30,621 shares; 2026Q1: 32,109 shares 32,109 $350K <0.01% +1,488 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 6,085 shares; 2025Q1: 6,232 shares; 2025Q2: 5,772 shares; 2025Q3: 6,716 shares; 2025Q4: 6,930 shares; 2026Q1: 6,487 shares 6,487 $349K <0.01% -443 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,664 shares; 2026Q1: 10,757 shares 10,757 $349K <0.01% +93 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 697 shares; 2025Q4: 1,040 shares; 2026Q1: 856 shares 856 $349K <0.01% -184 Timeline SHLD 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: 3,270 shares; 2025Q4: 3,232 shares; 2026Q1: 4,911 shares 4,911 $348K <0.01% +1,679 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 13,822 shares; 2025Q1: 14,411 shares; 2025Q2: 16,186 shares; 2025Q3: 16,167 shares; 2025Q4: 14,186 shares; 2026Q1: 10,985 shares 10,985 $347K <0.01% -3,201 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,421 shares; 2025Q1: 17,971 shares; 2025Q2: 17,405 shares; 2025Q3: 17,255 shares; 2025Q4: 20,235 shares; 2026Q1: 18,455 shares 18,455 $347K <0.01% -1,780 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares; 2026Q1: 25,462 shares 25,462 $346K <0.01% +1,001 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,810 shares; 2025Q1: 23,902 shares; 2025Q2: 69,202 shares; 2025Q3: 72,742 shares; 2025Q4: 75,982 shares; 2026Q1: 30,556 shares 30,556 $346K <0.01% -45,426 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,895 shares; 2026Q1: 6,614 shares 6,614 $344K <0.01% -1,281 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 10,039 shares; 2025Q1: 6,231 shares; 2025Q2: 5,913 shares; 2025Q3: 5,834 shares; 2025Q4: 5,922 shares; 2026Q1: 5,726 shares 5,726 $344K <0.01% -196 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 1,978 shares 1,978 $344K <0.01% new Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 5,610 shares; 2025Q1: 5,782 shares; 2025Q2: 5,840 shares; 2025Q3: 5,699 shares; 2025Q4: 5,802 shares; 2026Q1: 5,740 shares 5,740 $344K <0.01% -62 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE 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: 4,956 shares; 2026Q1: 4,956 shares 4,956 $343K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,034 shares; 2025Q3: 10,066 shares; 2025Q4: 10,745 shares; 2026Q1: 6,707 shares 6,707 $342K <0.01% -4,038 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,836 shares 21,836 $342K <0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,767 shares; 2025Q3: 9,274 shares; 2025Q4: 19,176 shares; 2026Q1: 31,435 shares 31,435 $341K <0.01% +12,259 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS 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: 5,230 shares 5,230 $340K <0.01% new Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS 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: 5,387 shares; 2025Q3: 5,203 shares; 2025Q4: 5,407 shares; 2026Q1: 5,373 shares 5,373 $340K <0.01% -34 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,569 shares; 2026Q1: 3,478 shares 3,478 $340K <0.01% +909 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,297 shares; 2025Q1: 5,328 shares; 2025Q2: 5,553 shares; 2025Q3: 5,580 shares; 2025Q4: 5,389 shares; 2026Q1: 5,394 shares 5,394 $340K <0.01% +5 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,123 shares; 2026Q1: 11,870 shares 11,870 $338K <0.01% +2,747 Timeline FCSH FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,997 shares; 2025Q4: 14,282 shares; 2026Q1: 13,915 shares 13,915 $338K <0.01% -367 Timeline MFSI 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: 7,136 shares; 2025Q3: 8,069 shares; 2025Q4: 9,539 shares; 2026Q1: 11,361 shares 11,361 $338K <0.01% +1,822 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: not reported; 2026Q1: 12,534 shares 12,534 $337K <0.01% new Timeline NESR NATIONAL ENERGY SERVICES REU More: the full row for NATIONAL ENERGY SERVICES REU Quarterly 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: 15,700 shares 15,700 $337K <0.01% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,908 shares; 2025Q3: 6,411 shares; 2025Q4: 6,331 shares; 2026Q1: 6,585 shares 6,585 $337K <0.01% +254 Timeline IFLN 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: 10,572 shares; 2024Q4: 16,827 shares; 2025Q1: 16,704 shares; 2025Q2: 17,620 shares; 2025Q3: 17,773 shares; 2025Q4: 19,245 shares; 2026Q1: 18,777 shares 18,777 $337K <0.01% -468 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares; 2026Q1: 2,903 shares 2,903 $336K <0.01% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 10,079 shares 10,079 $336K <0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 5,656 shares 5,656 $336K <0.01% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,368 shares; 2025Q2: 23,124 shares; 2025Q3: 25,363 shares; 2025Q4: 17,880 shares; 2026Q1: 15,606 shares 15,606 $335K <0.01% -2,274 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 3,690 shares 3,690 $335K <0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,354 shares; 2025Q3: 3,071 shares; 2025Q4: 3,492 shares; 2026Q1: 3,192 shares 3,192 $334K <0.01% -300 Timeline ISPY 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: 7,130 shares; 2025Q2: 7,541 shares; 2025Q3: 7,580 shares; 2025Q4: 7,630 shares; 2026Q1: 7,674 shares 7,674 $333K <0.01% +44 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES 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: 3,997 shares; 2026Q1: 4,688 shares 4,688 $332K <0.01% +691 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,631 shares; 2025Q4: 32,358 shares; 2026Q1: 30,528 shares 30,528 $332K <0.01% -1,830 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,893 shares; 2025Q3: 4,590 shares; 2025Q4: 6,373 shares; 2026Q1: 6,292 shares 6,292 $332K <0.01% -81 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 6,446 shares 6,446 $332K <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,355 shares; 2024Q4: 17,153 shares; 2025Q1: 14,551 shares; 2025Q2: 14,484 shares; 2025Q3: 21,337 shares; 2025Q4: 5,979 shares; 2026Q1: 7,952 shares 7,952 $330K <0.01% +1,973 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,113 shares; 2025Q1: 2,192 shares; 2025Q2: 2,080 shares; 2025Q3: 2,102 shares; 2025Q4: 2,151 shares; 2026Q1: 1,899 shares 1,899 $329K <0.01% -252 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,287 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 969 shares; 2026Q1: 1,103 shares 1,103 $329K <0.01% +134 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,949 shares; 2025Q1: 7,785 shares; 2025Q2: 6,765 shares; 2025Q3: 6,772 shares; 2025Q4: 6,402 shares; 2026Q1: 5,766 shares 5,766 $329K <0.01% -636 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,038 shares; 2025Q2: 3,066 shares; 2025Q3: 3,220 shares; 2025Q4: 3,291 shares; 2026Q1: 3,266 shares 3,266 $329K <0.01% -25 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 2,666 shares; 2025Q3: 3,077 shares; 2025Q4: 3,577 shares; 2026Q1: 3,557 shares 3,557 $329K <0.01% -20 Timeline EP EMPIRE PETE CORP More: the full row for EMPIRE PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,857 shares; 2024Q4: 110,857 shares; 2025Q1: 110,857 shares; 2025Q2: 110,857 shares; 2025Q3: 110,857 shares; 2025Q4: 110,857 shares; 2026Q1: 110,857 shares 110,857 $328K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,441 shares; 2025Q3: not reported; 2025Q4: 16,686 shares; 2026Q1: 13,838 shares 13,838 $328K <0.01% -2,848 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,403 shares; 2025Q3: 11,238 shares; 2025Q4: 10,760 shares; 2026Q1: 10,740 shares 10,740 $328K <0.01% -20 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,694 shares; 2024Q4: 3,373 shares; 2025Q1: 4,687 shares; 2025Q2: 5,825 shares; 2025Q3: 9,384 shares; 2025Q4: 8,233 shares; 2026Q1: 8,773 shares 8,773 $327K <0.01% +540 Timeline FFLG 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: 12,318 shares; 2024Q4: 11,120 shares; 2025Q1: 11,120 shares; 2025Q2: 10,335 shares; 2025Q3: 10,335 shares; 2025Q4: 10,335 shares; 2026Q1: 11,769 shares 11,769 $327K <0.01% +1,434 Timeline JQUA 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: 8,397 shares; 2025Q4: 5,098 shares; 2026Q1: 5,390 shares 5,390 $327K <0.01% +292 Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,000 shares; 2024Q4: 198,000 shares; 2025Q1: 190,000 shares; 2025Q2: 186,000 shares; 2025Q3: 169,000 shares; 2025Q4: 167,000 shares; 2026Q1: 330,000 shares 330,000 $327K <0.01% +163,000 SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares 1,278 $327K <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 8,832 shares 8,832 $326K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,735 shares; 2026Q1: 6,651 shares 6,651 $324K <0.01% -84 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 4,761 shares; 2025Q1: 3,540 shares; 2025Q2: 6,227 shares; 2025Q3: 5,775 shares; 2025Q4: 4,355 shares; 2026Q1: 3,809 shares 3,809 $324K <0.01% -546 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,326 shares; 2025Q2: 1,617 shares; 2025Q3: 1,479 shares; 2025Q4: 3,005 shares; 2026Q1: 2,672 shares 2,672 $324K <0.01% -333 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,622 shares; 2025Q1: 22,193 shares; 2025Q2: 48,889 shares; 2025Q3: 10,864 shares; 2025Q4: 37,776 shares; 2026Q1: 40,119 shares 40,119 $323K <0.01% +2,343 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 10,471 shares; 2025Q1: 15,827 shares; 2025Q2: 21,523 shares; 2025Q3: 21,523 shares; 2025Q4: 22,769 shares; 2026Q1: 15,710 shares 15,710 $322K <0.01% -7,059 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,611 shares; 2024Q4: 55,134 shares; 2025Q1: 54,358 shares; 2025Q2: 51,389 shares; 2025Q3: 49,935 shares; 2025Q4: 40,977 shares; 2026Q1: 7,210 shares 7,210 $322K <0.01% -33,767 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,647 shares; 2026Q1: 6,419 shares 6,419 $322K <0.01% -4,228 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,704 shares; 2025Q1: 5,805 shares; 2025Q2: 7,194 shares; 2025Q3: 6,933 shares; 2025Q4: 7,758 shares; 2026Q1: 7,617 shares 7,617 $322K <0.01% -141 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 17,756 shares; 2025Q3: 17,870 shares; 2025Q4: 15,482 shares; 2026Q1: 14,447 shares 14,447 $322K <0.01% -1,035 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 3,349 shares; 2025Q1: 2,854 shares; 2025Q2: 3,673 shares; 2025Q3: 3,534 shares; 2025Q4: 4,714 shares; 2026Q1: 4,104 shares 4,104 $321K <0.01% -610 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,697 shares 12,697 $321K <0.01% new Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,811 shares; 2026Q1: 17,009 shares 17,009 $320K <0.01% +198 Timeline PTF 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: 3,134 shares; 2025Q1: 3,582 shares; 2025Q2: 5,024 shares; 2025Q3: 5,854 shares; 2025Q4: 5,516 shares; 2026Q1: 3,704 shares 3,704 $320K <0.01% -1,812 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares 2,436 $319K <0.01% new Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,687 shares; 2025Q4: 9,823 shares; 2026Q1: 11,405 shares 11,405 $318K <0.01% +1,582 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,738 shares; 2025Q1: 11,444 shares; 2025Q2: 11,523 shares; 2025Q3: 11,533 shares; 2025Q4: 11,542 shares; 2026Q1: 16,099 shares 16,099 $317K <0.01% +4,557 Timeline MOTI 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: 8,214 shares; 2026Q1: 9,274 shares 9,274 $317K <0.01% +1,060 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 7,510 shares; 2025Q1: 7,135 shares; 2025Q2: 10,117 shares; 2025Q3: 12,270 shares; 2025Q4: 15,938 shares; 2026Q1: 12,901 shares 12,901 $316K <0.01% -3,037 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,527 shares; 2025Q3: 10,449 shares; 2025Q4: 10,283 shares; 2026Q1: 10,457 shares 10,457 $315K <0.01% +174 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,695 shares; 2025Q2: not reported; 2025Q3: 6,494 shares; 2025Q4: 7,535 shares; 2026Q1: 8,167 shares 8,167 $315K <0.01% +632 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 6,142 shares; 2025Q1: 6,104 shares; 2025Q2: 5,848 shares; 2025Q3: 7,293 shares; 2025Q4: 8,748 shares; 2026Q1: 5,350 shares 5,350 $314K <0.01% -3,398 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 1,019 shares; 2025Q3: 1,194 shares; 2025Q4: 1,383 shares; 2026Q1: 1,205 shares 1,205 $314K <0.01% -178 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 25,500 shares 25,500 $313K <0.01% 0 Timeline DEW 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: 3,899 shares; 2025Q2: 3,958 shares; 2025Q3: 4,663 shares; 2025Q4: 4,699 shares; 2026Q1: 4,715 shares 4,715 $313K <0.01% +16 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,922 shares; 2026Q1: 7,768 shares 7,768 $312K <0.01% +1,846 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,689 shares; 2025Q3: 6,880 shares; 2025Q4: 4,386 shares; 2026Q1: 4,861 shares 4,861 $312K <0.01% +475 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,178 shares; 2025Q2: 4,264 shares; 2025Q3: 4,838 shares; 2025Q4: 4,665 shares; 2026Q1: 4,130 shares 4,130 $310K <0.01% -535 Timeline UTMD UTAH MED PRODS INC More: the full row for UTAH MED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 3,796 shares; 2026Q1: 5,003 shares 5,003 $310K <0.01% +1,207 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,358 shares 55,358 $310K <0.01% new Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 18,456 shares; 2025Q3: 18,614 shares; 2025Q4: 28,890 shares; 2026Q1: 29,124 shares 29,124 $308K <0.01% +234 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 8,952 shares; 2025Q1: 9,536 shares; 2025Q2: 10,386 shares; 2025Q3: 10,243 shares; 2025Q4: 9,815 shares; 2026Q1: 10,400 shares 10,400 $306K <0.01% +585 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,703 shares 5,703 $306K <0.01% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY 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: 21,097 shares; 2025Q4: 21,622 shares; 2026Q1: 22,643 shares 22,643 $306K <0.01% +1,021 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,305 shares; 2026Q1: 50,745 shares 50,745 $305K <0.01% +6,440 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 6,234 shares; 2025Q1: 6,949 shares; 2025Q2: 7,873 shares; 2025Q3: 6,526 shares; 2025Q4: 6,341 shares; 2026Q1: 7,147 shares 7,147 $305K <0.01% +806 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,744 shares; 2024Q4: 12,323 shares; 2025Q1: 11,537 shares; 2025Q2: 11,538 shares; 2025Q3: 11,543 shares; 2025Q4: 11,546 shares; 2026Q1: 14,416 shares 14,416 $305K <0.01% +2,870 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 6,880 shares; 2025Q1: 7,111 shares; 2025Q2: 6,524 shares; 2025Q3: 5,284 shares; 2025Q4: 4,042 shares; 2026Q1: 4,042 shares 4,042 $305K <0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,196 shares; 2025Q4: 1,296 shares; 2026Q1: 1,192 shares 1,192 $304K <0.01% -104 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 13,583 shares; 2025Q1: 13,785 shares; 2025Q2: 14,986 shares; 2025Q3: 15,110 shares; 2025Q4: 14,283 shares; 2026Q1: 10,017 shares 10,017 $304K <0.01% -4,266 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,564 shares 8,564 $304K <0.01% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 7,450 shares 7,450 $304K <0.01% +200 Timeline SPXT 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: not reported; 2025Q3: 2,971 shares; 2025Q4: 2,982 shares; 2026Q1: 2,993 shares 2,993 $303K <0.01% +11 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,947 shares; 2025Q3: 6,686 shares; 2025Q4: 7,209 shares; 2026Q1: 6,761 shares 6,761 $302K <0.01% -448 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,759 shares; 2025Q1: 2,058 shares; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,812 shares; 2026Q1: 3,453 shares 3,453 $302K <0.01% +641 Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 6,673 shares 6,673 $301K <0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,456 shares; 2025Q3: 5,749 shares; 2025Q4: 7,834 shares; 2026Q1: 4,508 shares 4,508 $301K <0.01% -3,326 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: 8,467 shares; 2025Q3: 7,602 shares; 2025Q4: 6,662 shares; 2026Q1: 5,078 shares 5,078 $301K <0.01% -1,584 Timeline XSW 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: 2,341 shares; 2026Q1: 2,121 shares 2,121 $301K <0.01% -220 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 5,072 shares; 2025Q1: 4,751 shares; 2025Q2: 6,191 shares; 2025Q3: 6,426 shares; 2025Q4: 6,059 shares; 2026Q1: 4,902 shares 4,902 $301K <0.01% -1,157 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,873 shares; 2026Q1: 8,329 shares 8,329 $301K <0.01% +1,456 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,537 shares; 2025Q4: 8,269 shares; 2026Q1: 7,066 shares 7,066 $301K <0.01% -1,203 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,934 shares; 2024Q4: 9,412 shares; 2025Q1: 9,422 shares; 2025Q2: 10,473 shares; 2025Q3: 12,314 shares; 2025Q4: 12,670 shares; 2026Q1: 11,056 shares 11,056 $299K <0.01% -1,614 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,495 shares; 2025Q4: 33,648 shares; 2026Q1: 31,319 shares 31,319 $298K <0.01% -2,329 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 6,689 shares 6,689 $298K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 711 shares; 2025Q1: 940 shares; 2025Q2: 1,172 shares; 2025Q3: 1,351 shares; 2025Q4: 1,422 shares; 2026Q1: 1,023 shares 1,023 $297K <0.01% -399 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 3,225 shares 3,225 $297K <0.01% new Timeline