DFIC 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: 38,139 shares; 2024Q4: 38,137 shares; 2025Q1: 38,692 shares; 2025Q2: 26,977 shares; 2025Q3: 26,977 shares; 2025Q4: 31,392 shares; 2026Q1: 31,392 shares 31,392 $1.12M 0.02% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,811 shares; 2024Q4: 12,811 shares; 2025Q1: 15,311 shares; 2025Q2: 15,527 shares; 2025Q3: 27,192 shares; 2025Q4: 27,192 shares; 2026Q1: 27,127 shares 27,127 $1.11M 0.02% -65 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 13,675 shares; 2025Q1: 11,429 shares; 2025Q2: 18,443 shares; 2025Q3: 20,635 shares; 2025Q4: 28,255 shares; 2026Q1: 26,727 shares 26,727 $1.1M 0.02% -1,528 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 5,018 shares; 2025Q1: 5,054 shares; 2025Q2: 5,473 shares; 2025Q3: 5,278 shares; 2025Q4: 7,049 shares; 2026Q1: 6,383 shares 6,383 $1.1M 0.02% -666 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,399 shares; 2025Q3: 3,660 shares; 2025Q4: 4,152 shares; 2026Q1: 11,863 shares 11,863 $1.09M 0.02% +7,711 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: 69,967 shares; 2024Q4: 31,730 shares; 2025Q1: 54,108 shares; 2025Q2: 24,464 shares; 2025Q3: 24,864 shares; 2025Q4: 24,464 shares; 2026Q1: 24,464 shares 24,464 $1.09M 0.02% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,751 shares; 2024Q4: 78,871 shares; 2025Q1: 78,882 shares; 2025Q2: 78,647 shares; 2025Q3: 68,188 shares; 2025Q4: 59,903 shares; 2026Q1: 59,570 shares 59,570 $1.09M 0.02% -333 Timeline CSHP BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,923 shares 10,923 $1.09M 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,632 shares; 2024Q4: 15,314 shares; 2025Q1: 14,360 shares; 2025Q2: 11,614 shares; 2025Q3: 48,375 shares; 2025Q4: 67,208 shares; 2026Q1: 29,481 shares 29,481 $1.08M 0.02% -37,727 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,704 shares; 2024Q4: 25,716 shares; 2025Q1: 25,955 shares; 2025Q2: 32,227 shares; 2025Q3: 33,693 shares; 2025Q4: 23,619 shares; 2026Q1: 13,441 shares 13,441 $1.08M 0.02% -10,178 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 14,322 shares; 2025Q1: 14,860 shares; 2025Q2: 14,010 shares; 2025Q3: 13,300 shares; 2025Q4: 19,093 shares; 2026Q1: 13,250 shares 13,250 $1.08M 0.02% -5,843 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,748 shares; 2024Q4: 30,361 shares; 2025Q1: 28,282 shares; 2025Q2: 28,367 shares; 2025Q3: 29,172 shares; 2025Q4: 30,648 shares; 2026Q1: 29,300 shares 29,300 $1.08M 0.02% -1,348 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 8,192 shares; 2025Q1: 7,893 shares; 2025Q2: 6,835 shares; 2025Q3: 7,598 shares; 2025Q4: 7,182 shares; 2026Q1: 8,116 shares 8,116 $1.07M 0.02% +934 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,690 shares; 2025Q1: 3,592 shares; 2025Q2: not reported; 2025Q3: 9,559 shares; 2025Q4: 8,118 shares; 2026Q1: 7,421 shares 7,421 $1.06M 0.02% -697 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,651 shares; 2024Q4: 46,421 shares; 2025Q1: 46,018 shares; 2025Q2: 47,317 shares; 2025Q3: 62,726 shares; 2025Q4: 66,907 shares; 2026Q1: 50,146 shares 50,146 $1.06M 0.02% -16,761 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,877 shares; 2025Q1: 2,769 shares; 2025Q2: 2,784 shares; 2025Q3: 2,877 shares; 2025Q4: 3,013 shares; 2026Q1: 2,928 shares 2,928 $1.05M 0.02% -85 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,947 shares; 2025Q4: 81,663 shares; 2026Q1: 73,552 shares 73,552 $1.05M 0.02% -8,111 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 5,065 shares; 2025Q1: 5,164 shares; 2025Q2: 4,745 shares; 2025Q3: 4,885 shares; 2025Q4: 16,728 shares; 2026Q1: 9,575 shares 9,575 $1.04M 0.02% -7,153 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 7,036 shares; 2025Q1: 6,972 shares; 2025Q2: 7,420 shares; 2025Q3: 7,450 shares; 2025Q4: 7,409 shares; 2026Q1: 8,014 shares 8,014 $1.04M 0.02% +605 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: not reported; 2025Q3: not reported; 2025Q4: 24,987 shares; 2026Q1: 25,755 shares 25,755 $1.04M 0.02% +768 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 8,073 shares; 2025Q1: 3,709 shares; 2025Q2: 4,012 shares; 2025Q3: 4,057 shares; 2025Q4: 4,346 shares; 2026Q1: 4,385 shares 4,385 $1.04M 0.02% +39 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,787 shares; 2025Q1: 6,831 shares; 2025Q2: 8,504 shares; 2025Q3: 8,341 shares; 2025Q4: 8,647 shares; 2026Q1: 8,718 shares 8,718 $1.03M 0.02% +71 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,137 shares; 2024Q4: 37,725 shares; 2025Q1: 37,354 shares; 2025Q2: 37,772 shares; 2025Q3: 39,224 shares; 2025Q4: 40,456 shares; 2026Q1: 41,168 shares 41,168 $1.03M 0.02% +712 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,567 shares; 2025Q1: 5,335 shares; 2025Q2: 4,740 shares; 2025Q3: 4,753 shares; 2025Q4: 5,373 shares; 2026Q1: 5,455 shares 5,455 $1.03M 0.02% +82 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,391 shares; 2025Q1: 3,252 shares; 2025Q2: 3,723 shares; 2025Q3: 5,994 shares; 2025Q4: 7,327 shares; 2026Q1: 5,666 shares 5,666 $1.03M 0.02% -1,661 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,608 shares; 2024Q4: 22,728 shares; 2025Q1: 25,188 shares; 2025Q2: 26,969 shares; 2025Q3: 25,489 shares; 2025Q4: 24,445 shares; 2026Q1: 25,734 shares 25,734 $1.03M 0.02% +1,289 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 7,812 shares; 2025Q1: 8,018 shares; 2025Q2: 5,511 shares; 2025Q3: 5,768 shares; 2025Q4: 7,524 shares; 2026Q1: 7,802 shares 7,802 $1.03M 0.02% +278 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 6,369 shares; 2025Q1: 6,741 shares; 2025Q2: 7,234 shares; 2025Q3: 8,508 shares; 2025Q4: 8,846 shares; 2026Q1: 8,664 shares 8,664 $1.03M 0.02% -182 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 2,904 shares; 2025Q1: 3,086 shares; 2025Q2: 3,735 shares; 2025Q3: 3,950 shares; 2025Q4: 4,190 shares; 2026Q1: 4,454 shares 4,454 $1.03M 0.02% +264 Timeline SPFF 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: 111,620 shares; 2024Q4: 113,503 shares; 2025Q1: 114,774 shares; 2025Q2: 113,546 shares; 2025Q3: 118,027 shares; 2025Q4: 116,351 shares; 2026Q1: 115,186 shares 115,186 $1.02M 0.02% -1,165 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,052 shares; 2024Q4: 14,917 shares; 2025Q1: 15,155 shares; 2025Q2: 17,735 shares; 2025Q3: 19,317 shares; 2025Q4: 19,450 shares; 2026Q1: 19,803 shares 19,803 $1.02M 0.02% +353 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,282 shares; 2025Q1: 35,348 shares; 2025Q2: 35,554 shares; 2025Q3: 35,937 shares; 2025Q4: 37,161 shares; 2026Q1: 36,966 shares 36,966 $1.02M 0.02% -195 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,502 shares; 2026Q1: 54,502 shares 54,502 $1.02M 0.02% 0 Timeline PFF 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: 31,990 shares; 2024Q4: 29,586 shares; 2025Q1: 30,767 shares; 2025Q2: 29,078 shares; 2025Q3: 28,230 shares; 2025Q4: 35,084 shares; 2026Q1: 33,467 shares 33,467 $1.01M 0.02% -1,617 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 3,549 shares; 2025Q1: 3,986 shares; 2025Q2: 4,925 shares; 2025Q3: 6,151 shares; 2025Q4: 6,601 shares; 2026Q1: 5,120 shares 5,120 $1.01M 0.02% -1,481 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,534 shares; 2024Q4: 36,927 shares; 2025Q1: 36,429 shares; 2025Q2: 38,941 shares; 2025Q3: 39,585 shares; 2025Q4: 44,635 shares; 2026Q1: 52,420 shares 52,420 $1.01M 0.02% +7,785 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,421 shares; 2024Q4: 13,169 shares; 2025Q1: 4,582 shares; 2025Q2: 4,643 shares; 2025Q3: 6,605 shares; 2025Q4: 7,439 shares; 2026Q1: 5,313 shares 5,313 $1.01M 0.02% -2,126 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,762 shares; 2025Q4: 13,700 shares; 2026Q1: 14,382 shares 14,382 $994K 0.02% +682 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 7,634 shares; 2025Q1: 7,465 shares; 2025Q2: 7,683 shares; 2025Q3: 7,854 shares; 2025Q4: 11,713 shares; 2026Q1: 12,217 shares 12,217 $989K 0.02% +504 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,696 shares; 2024Q4: 17,005 shares; 2025Q1: 13,477 shares; 2025Q2: 13,435 shares; 2025Q3: 14,547 shares; 2025Q4: 14,201 shares; 2026Q1: 12,816 shares 12,816 $988K 0.02% -1,385 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,103 shares; 2024Q4: 27,734 shares; 2025Q1: 66,841 shares; 2025Q2: 73,495 shares; 2025Q3: 76,288 shares; 2025Q4: 80,448 shares; 2026Q1: 69,800 shares 69,800 $983K 0.02% -10,648 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,106 shares 19,106 $978K 0.02% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,341 shares; 2024Q4: 38,036 shares; 2025Q1: 33,324 shares; 2025Q2: 37,795 shares; 2025Q3: 36,744 shares; 2025Q4: 34,790 shares; 2026Q1: 36,954 shares 36,954 $976K 0.02% +2,164 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,782 shares; 2025Q1: 1,301 shares; 2025Q2: 1,342 shares; 2025Q3: 1,666 shares; 2025Q4: 1,690 shares; 2026Q1: 1,776 shares 1,776 $975K 0.02% +86 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,997 shares 20,997 $975K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,716 shares; 2024Q4: 21,306 shares; 2025Q1: 19,706 shares; 2025Q2: 17,459 shares; 2025Q3: 14,298 shares; 2025Q4: 17,438 shares; 2026Q1: 21,431 shares 21,431 $969K 0.02% +3,993 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,523 shares; 2024Q4: 12,536 shares; 2025Q1: 13,532 shares; 2025Q2: 13,926 shares; 2025Q3: 16,551 shares; 2025Q4: 16,042 shares; 2026Q1: 15,434 shares 15,434 $968K 0.02% -608 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,772 shares; 2025Q1: 1,848 shares; 2025Q2: 1,783 shares; 2025Q3: 2,399 shares; 2025Q4: 2,937 shares; 2026Q1: 3,000 shares 3,000 $968K 0.02% +63 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 3,920 shares; 2026Q1: 3,253 shares 3,253 $964K 0.02% -667 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,023 shares; 2025Q1: not reported; 2025Q2: 9,663 shares; 2025Q3: 13,293 shares; 2025Q4: 20,700 shares; 2026Q1: 21,388 shares 21,388 $960K 0.02% +688 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: 27,438 shares; 2024Q4: 27,856 shares; 2025Q1: 91,819 shares; 2025Q2: 26,634 shares; 2025Q3: 24,508 shares; 2025Q4: 24,441 shares; 2026Q1: 22,583 shares 22,583 $960K 0.02% -1,858 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,040 shares; 2024Q4: 16,757 shares; 2025Q1: 16,774 shares; 2025Q2: 18,312 shares; 2025Q3: 18,692 shares; 2025Q4: 19,059 shares; 2026Q1: 20,066 shares 20,066 $955K 0.02% +1,007 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,710 shares; 2024Q4: 12,239 shares; 2025Q1: 10,922 shares; 2025Q2: 10,715 shares; 2025Q3: 10,741 shares; 2025Q4: 10,046 shares; 2026Q1: 9,961 shares 9,961 $953K 0.02% -85 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,018 shares; 2024Q4: 23,114 shares; 2025Q1: 32,563 shares; 2025Q2: 21,480 shares; 2025Q3: 21,426 shares; 2025Q4: 21,126 shares; 2026Q1: 20,026 shares 20,026 $944K 0.02% -1,100 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,172 shares; 2025Q1: 3,018 shares; 2025Q2: 7,989 shares; 2025Q3: 11,747 shares; 2025Q4: 9,738 shares; 2026Q1: 7,453 shares 7,453 $941K 0.02% -2,285 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,409 shares 18,409 $938K 0.02% new 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: 3,800 shares; 2024Q4: 3,712 shares; 2025Q1: 3,891 shares; 2025Q2: 3,924 shares; 2025Q3: 4,012 shares; 2025Q4: 3,739 shares; 2026Q1: 4,322 shares 4,322 $933K 0.02% +583 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,361 shares; 2026Q1: 26,986 shares 26,986 $929K 0.02% -375 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,503 shares; 2025Q1: 4,696 shares; 2025Q2: 4,979 shares; 2025Q3: 4,864 shares; 2025Q4: 4,826 shares; 2026Q1: 4,642 shares 4,642 $920K 0.02% -184 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,323 shares; 2024Q4: 11,118 shares; 2025Q1: 6,978 shares; 2025Q2: 7,864 shares; 2025Q3: 7,889 shares; 2025Q4: 8,237 shares; 2026Q1: 8,375 shares 8,375 $919K 0.02% +138 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 2,286 shares; 2026Q1: 2,361 shares 2,361 $917K 0.02% +75 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,767 shares; 2025Q1: 2,595 shares; 2025Q2: 2,482 shares; 2025Q3: 2,842 shares; 2025Q4: 2,891 shares; 2026Q1: 2,801 shares 2,801 $916K 0.02% -90 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: 15,974 shares; 2024Q4: 14,953 shares; 2025Q1: 13,692 shares; 2025Q2: 18,951 shares; 2025Q3: 13,134 shares; 2025Q4: 12,487 shares; 2026Q1: 12,107 shares 12,107 $909K 0.02% -380 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 6,950 shares; 2025Q1: 9,579 shares; 2025Q2: 13,619 shares; 2025Q3: 13,619 shares; 2025Q4: 13,479 shares; 2026Q1: 12,819 shares 12,819 $909K 0.02% -660 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,393 shares; 2025Q4: 13,813 shares; 2026Q1: 12,387 shares 12,387 $906K 0.02% -1,426 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 4,030 shares; 2026Q1: 4,259 shares 4,259 $902K 0.02% +229 Timeline SAMT 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: 22,635 shares 22,635 $889K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,474 shares; 2025Q1: 1,413 shares; 2025Q2: 1,458 shares; 2025Q3: 1,529 shares; 2025Q4: 1,596 shares; 2026Q1: 1,579 shares 1,579 $887K 0.02% -17 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 6,356 shares; 2025Q1: 6,255 shares; 2025Q2: 6,937 shares; 2025Q3: 14,040 shares; 2025Q4: 11,792 shares; 2026Q1: 17,602 shares 17,602 $886K 0.02% +5,810 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,894 shares; 2025Q1: 3,655 shares; 2025Q2: 3,701 shares; 2025Q3: 6,530 shares; 2025Q4: 6,031 shares; 2026Q1: 5,868 shares 5,868 $881K 0.02% -163 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 6,076 shares; 2025Q1: 13,031 shares; 2025Q2: 13,376 shares; 2025Q3: 13,161 shares; 2025Q4: 12,738 shares; 2026Q1: 11,713 shares 11,713 $881K 0.02% -1,025 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to 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: 42,606 shares; 2026Q1: 28,843 shares 28,843 $880K 0.02% -13,763 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 489 shares; 2025Q1: 459 shares; 2025Q2: 510 shares; 2025Q3: 572 shares; 2025Q4: 675 shares; 2026Q1: 805 shares 805 $880K 0.02% +130 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 4,358 shares; 2025Q1: 4,992 shares; 2025Q2: 5,231 shares; 2025Q3: 6,742 shares; 2025Q4: 9,628 shares; 2026Q1: 6,903 shares 6,903 $879K 0.02% -2,725 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 496 shares; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 610 shares; 2025Q4: 925 shares; 2026Q1: 1,675 shares 1,675 $875K 0.02% +750 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 8,989 shares; 2025Q1: 8,989 shares; 2025Q2: 7,742 shares; 2025Q3: 9,357 shares; 2025Q4: 9,220 shares; 2026Q1: 8,669 shares 8,669 $872K 0.02% -551 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,596 shares; 2024Q4: 27,143 shares; 2025Q1: 23,259 shares; 2025Q2: 22,200 shares; 2025Q3: 20,648 shares; 2025Q4: 20,946 shares; 2026Q1: 16,522 shares 16,522 $872K 0.02% -4,424 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 9,857 shares; 2025Q1: 5,539 shares; 2025Q2: 5,174 shares; 2025Q3: 9,848 shares; 2025Q4: 4,171 shares; 2026Q1: 5,741 shares 5,741 $868K 0.02% +1,570 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,085 shares; 2024Q4: 11,895 shares; 2025Q1: 12,413 shares; 2025Q2: 12,663 shares; 2025Q3: 12,646 shares; 2025Q4: 13,301 shares; 2026Q1: 13,157 shares 13,157 $868K 0.02% -144 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,289 shares; 2024Q4: 21,349 shares; 2025Q1: 19,910 shares; 2025Q2: 18,795 shares; 2025Q3: 18,572 shares; 2025Q4: 19,012 shares; 2026Q1: 16,388 shares 16,388 $861K 0.02% -2,624 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,928 shares; 2024Q4: 13,026 shares; 2025Q1: 13,063 shares; 2025Q2: 12,134 shares; 2025Q3: 13,022 shares; 2025Q4: 12,723 shares; 2026Q1: 12,619 shares 12,619 $858K 0.02% -104 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,990 shares; 2025Q1: 2,833 shares; 2025Q2: 3,098 shares; 2025Q3: 3,282 shares; 2025Q4: 3,557 shares; 2026Q1: 4,137 shares 4,137 $858K 0.02% +580 Timeline EWA 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: 36,310 shares; 2025Q4: 36,135 shares; 2026Q1: 30,835 shares 30,835 $856K 0.02% -5,300 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 1,547 shares; 2025Q1: 1,684 shares; 2025Q2: 2,328 shares; 2025Q3: 2,715 shares; 2025Q4: 3,112 shares; 2026Q1: 3,422 shares 3,422 $855K 0.02% +310 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 19,176 shares; 2025Q1: 19,228 shares; 2025Q2: 19,064 shares; 2025Q3: 19,090 shares; 2025Q4: 19,112 shares; 2026Q1: 19,138 shares 19,138 $854K 0.02% +26 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,321 shares; 2024Q4: 16,560 shares; 2025Q1: 14,184 shares; 2025Q2: 18,354 shares; 2025Q3: 16,149 shares; 2025Q4: 18,151 shares; 2026Q1: 19,784 shares 19,784 $853K 0.02% +1,633 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS 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: 518,885 shares; 2025Q3: 498,885 shares; 2025Q4: 498,885 shares; 2026Q1: 500,568 shares 500,568 $851K 0.02% +1,683 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,794 shares; 2025Q1: 4,689 shares; 2025Q2: 4,222 shares; 2025Q3: 4,482 shares; 2025Q4: 10,141 shares; 2026Q1: 10,249 shares 10,249 $845K 0.02% +108 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,947 shares; 2025Q2: 5,622 shares; 2025Q3: 5,603 shares; 2025Q4: 6,198 shares; 2026Q1: 7,438 shares 7,438 $845K 0.02% +1,240 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 245 shares; 2025Q1: 229 shares; 2025Q2: 248 shares; 2025Q3: 748 shares; 2025Q4: 754 shares; 2026Q1: 728 shares 728 $844K 0.02% -26 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,717 shares; 2025Q1: 3,676 shares; 2025Q2: 4,322 shares; 2025Q3: 4,137 shares; 2025Q4: 4,566 shares; 2026Q1: 4,982 shares 4,982 $843K 0.02% +416 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,090 shares 16,090 $834K 0.02% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,052 shares; 2025Q1: 9,250 shares; 2025Q2: 42,221 shares; 2025Q3: 43,106 shares; 2025Q4: 15,323 shares; 2026Q1: 13,169 shares 13,169 $825K 0.01% -2,154 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: 22,807 shares; 2024Q4: 18,907 shares; 2025Q1: 16,007 shares; 2025Q2: 16,007 shares; 2025Q3: 14,665 shares; 2025Q4: 17,559 shares; 2026Q1: 28,818 shares 28,818 $819K 0.01% +11,259 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 4,758 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: 3,655 shares; 2025Q4: 5,109 shares; 2026Q1: 6,645 shares 6,645 $819K 0.01% +1,536 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: 30,637 shares; 2024Q4: 31,963 shares; 2025Q1: 29,706 shares; 2025Q2: 24,492 shares; 2025Q3: 25,001 shares; 2025Q4: 24,349 shares; 2026Q1: 33,478 shares 33,478 $813K 0.01% +9,129 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,200 shares; 2025Q3: 18,476 shares; 2025Q4: 21,179 shares; 2026Q1: 24,662 shares 24,662 $813K 0.01% +3,483 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,132 shares; 2025Q1: 2,744 shares; 2025Q2: 2,665 shares; 2025Q3: 2,574 shares; 2025Q4: 2,581 shares; 2026Q1: 2,565 shares 2,565 $805K 0.01% -16 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: 10,999 shares; 2024Q4: 10,897 shares; 2025Q1: 10,686 shares; 2025Q2: 10,922 shares; 2025Q3: 14,649 shares; 2025Q4: 15,851 shares; 2026Q1: 9,987 shares 9,987 $803K 0.01% -5,864 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,169 shares; 2024Q4: 16,948 shares; 2025Q1: 16,204 shares; 2025Q2: 9,064 shares; 2025Q3: 7,494 shares; 2025Q4: 7,696 shares; 2026Q1: 13,330 shares 13,330 $802K 0.01% +5,634 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,344 shares 17,344 $801K 0.01% new Timeline TLH 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: 13,402 shares; 2024Q4: 9,244 shares; 2025Q1: 6,041 shares; 2025Q2: 7,143 shares; 2025Q3: 7,663 shares; 2025Q4: 8,364 shares; 2026Q1: 7,921 shares 7,921 $798K 0.01% -443 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,913 shares; 2024Q4: 73,758 shares; 2025Q1: 49,037 shares; 2025Q2: 44,753 shares; 2025Q3: 39,308 shares; 2025Q4: 31,268 shares; 2026Q1: 31,268 shares 31,268 $797K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,542 shares; 2025Q1: 5,599 shares; 2025Q2: 5,993 shares; 2025Q3: 5,944 shares; 2025Q4: 6,604 shares; 2026Q1: 6,338 shares 6,338 $793K 0.01% -266 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: 19,892 shares; 2025Q2: 15,255 shares; 2025Q3: 13,166 shares; 2025Q4: 12,794 shares; 2026Q1: 16,855 shares 16,855 $788K 0.01% +4,061 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,427 shares; 2025Q1: 2,257 shares; 2025Q2: 2,320 shares; 2025Q3: 2,391 shares; 2025Q4: 2,491 shares; 2026Q1: 2,504 shares 2,504 $787K 0.01% +13 Timeline RING 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: 9,500 shares; 2024Q4: 9,517 shares; 2025Q1: 9,500 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,875 shares; 2026Q1: 9,875 shares 9,875 $780K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,528 shares; 2025Q1: 2,280 shares; 2025Q2: 2,425 shares; 2025Q3: 2,720 shares; 2025Q4: 2,797 shares; 2026Q1: 3,186 shares 3,186 $780K 0.01% +389 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,539 shares; 2025Q3: 14,248 shares; 2025Q4: 12,006 shares; 2026Q1: 12,286 shares 12,286 $780K 0.01% +280 Timeline JEPQ 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: 14,963 shares; 2024Q4: 16,126 shares; 2025Q1: 19,882 shares; 2025Q2: 10,796 shares; 2025Q3: 12,315 shares; 2025Q4: 13,339 shares; 2026Q1: 14,035 shares 14,035 $779K 0.01% +696 Timeline EEMS 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: 11,541 shares; 2024Q4: 11,039 shares; 2025Q1: 11,039 shares; 2025Q2: 11,078 shares; 2025Q3: 11,078 shares; 2025Q4: 11,227 shares; 2026Q1: 11,227 shares 11,227 $777K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 461 shares; 2025Q1: 436 shares; 2025Q2: 419 shares; 2025Q3: 418 shares; 2025Q4: 416 shares; 2026Q1: 402 shares 402 $769K 0.01% -14 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,945 shares; 2025Q2: 7,805 shares; 2025Q3: 9,985 shares; 2025Q4: 10,950 shares; 2026Q1: 10,650 shares 10,650 $768K 0.01% -300 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 43,335 shares; 2025Q4: 47,835 shares; 2026Q1: 47,835 shares 47,835 $766K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,217 shares; 2024Q4: 11,075 shares; 2025Q1: 10,837 shares; 2025Q2: 10,208 shares; 2025Q3: 8,085 shares; 2025Q4: 7,584 shares; 2026Q1: 7,584 shares 7,584 $763K 0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,043 shares; 2024Q4: 16,100 shares; 2025Q1: 15,931 shares; 2025Q2: 15,650 shares; 2025Q3: 18,851 shares; 2025Q4: 20,029 shares; 2026Q1: 11,768 shares 11,768 $762K 0.01% -8,261 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,827 shares; 2025Q1: 2,872 shares; 2025Q2: 2,872 shares; 2025Q3: 5,091 shares; 2025Q4: 5,118 shares; 2026Q1: 5,303 shares 5,303 $758K 0.01% +185 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,302 shares; 2024Q4: 13,727 shares; 2025Q1: 12,731 shares; 2025Q2: 13,124 shares; 2025Q3: 15,091 shares; 2025Q4: 13,854 shares; 2026Q1: 13,117 shares 13,117 $756K 0.01% -737 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,786 shares; 2024Q4: 14,604 shares; 2025Q1: 13,343 shares; 2025Q2: 13,623 shares; 2025Q3: 16,570 shares; 2025Q4: 18,628 shares; 2026Q1: 20,722 shares 20,722 $754K 0.01% +2,094 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,781 shares; 2026Q1: 9,111 shares 9,111 $754K 0.01% -670 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 2,400 shares; 2025Q3: 2,371 shares; 2025Q4: 2,498 shares; 2026Q1: 2,537 shares 2,537 $753K 0.01% +39 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,838 shares; 2024Q4: 15,839 shares; 2025Q1: 12,103 shares; 2025Q2: 12,103 shares; 2025Q3: 12,104 shares; 2025Q4: 12,104 shares; 2026Q1: 12,062 shares 12,062 $753K 0.01% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,629 shares; 2025Q4: 13,988 shares; 2026Q1: 8,516 shares 8,516 $753K 0.01% -5,472 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,190 shares; 2024Q4: 34,280 shares; 2025Q1: 13,177 shares; 2025Q2: 13,607 shares; 2025Q3: 14,991 shares; 2025Q4: 15,525 shares; 2026Q1: 15,525 shares 15,525 $752K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334 shares; 2025Q4: 2,003 shares; 2026Q1: 1,902 shares 1,902 $745K 0.01% -101 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,420 shares; 2024Q4: 26,045 shares; 2025Q1: 26,939 shares; 2025Q2: 25,397 shares; 2025Q3: 23,475 shares; 2025Q4: 10,114 shares; 2026Q1: 10,134 shares 10,134 $741K 0.01% +20 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,498 shares; 2024Q4: 14,455 shares; 2025Q1: 18,351 shares; 2025Q2: 17,344 shares; 2025Q3: 17,417 shares; 2025Q4: 15,351 shares; 2026Q1: 14,952 shares 14,952 $739K 0.01% -399 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 9,029 shares; 2025Q1: 8,871 shares; 2025Q2: 7,947 shares; 2025Q3: 9,468 shares; 2025Q4: 10,207 shares; 2026Q1: 10,375 shares 10,375 $739K 0.01% +168 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 10,836 shares; 2025Q1: 10,691 shares; 2025Q2: 10,314 shares; 2025Q3: 11,394 shares; 2025Q4: 16,397 shares; 2026Q1: 16,065 shares 16,065 $739K 0.01% -332 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,619 shares; 2025Q2: 21,275 shares; 2025Q3: 20,521 shares; 2025Q4: 20,678 shares; 2026Q1: 20,513 shares 20,513 $733K 0.01% -165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,334 shares; 2025Q3: 20,463 shares; 2025Q4: 16,121 shares; 2026Q1: 15,710 shares 15,710 $729K 0.01% -411 Timeline ERTH 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: 22,242 shares; 2024Q4: 21,042 shares; 2025Q1: 18,621 shares; 2025Q2: 18,331 shares; 2025Q3: 17,835 shares; 2025Q4: 18,613 shares; 2026Q1: 15,383 shares 15,383 $729K 0.01% -3,230 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,860 shares; 2025Q2: 4,590 shares; 2025Q3: 5,922 shares; 2025Q4: 11,899 shares; 2026Q1: 12,338 shares 12,338 $728K 0.01% +439 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 9,833 shares; 2025Q1: 9,911 shares; 2025Q2: 9,695 shares; 2025Q3: 9,869 shares; 2025Q4: 10,338 shares; 2026Q1: 10,063 shares 10,063 $728K 0.01% -275 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares; 2025Q4: 1,957 shares; 2026Q1: 2,657 shares 2,657 $727K 0.01% +700 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: 27,845 shares; 2024Q4: 14,978 shares; 2025Q1: 11,218 shares; 2025Q2: 13,205 shares; 2025Q3: 14,380 shares; 2025Q4: 14,404 shares; 2026Q1: 14,246 shares 14,246 $726K 0.01% -158 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,031 shares; 2025Q1: 4,412 shares; 2025Q2: 4,018 shares; 2025Q3: 3,875 shares; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares 3,795 $719K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,400 shares; 2026Q1: 23,838 shares 23,838 $718K 0.01% -5,562 Timeline FLBL 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: 293,008 shares; 2024Q4: 231,340 shares; 2025Q1: 230,005 shares; 2025Q2: 183,705 shares; 2025Q3: 152,875 shares; 2025Q4: 107,970 shares; 2026Q1: 31,062 shares 31,062 $714K 0.01% -76,908 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,006 shares; 2026Q1: 15,812 shares 15,812 $714K 0.01% +8,806 Timeline PTBD 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: 41,476 shares; 2024Q4: 42,089 shares; 2025Q1: 42,038 shares; 2025Q2: 44,164 shares; 2025Q3: 44,408 shares; 2025Q4: 39,863 shares; 2026Q1: 37,413 shares 37,413 $710K 0.01% -2,450 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,203 shares; 2024Q4: 28,545 shares; 2025Q1: 29,032 shares; 2025Q2: 28,278 shares; 2025Q3: 34,870 shares; 2025Q4: 36,645 shares; 2026Q1: 26,842 shares 26,842 $707K 0.01% -9,803 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 578 shares; 2025Q1: 477 shares; 2025Q2: 8,204 shares; 2025Q3: 7,545 shares; 2025Q4: 7,602 shares; 2026Q1: 7,655 shares 7,655 $707K 0.01% +53 Timeline UIVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,344 shares 10,344 $706K 0.01% new Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,316 shares 14,316 $701K 0.01% new Timeline MXI 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: 3,601 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: 6,190 shares; 2026Q1: 6,590 shares 6,590 $700K 0.01% +400 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 19,562 shares; 2025Q1: 14,933 shares; 2025Q2: 14,923 shares; 2025Q3: 15,725 shares; 2025Q4: 17,295 shares; 2026Q1: 16,027 shares 16,027 $699K 0.01% -1,268 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,035 shares; 2025Q3: 2,909 shares; 2025Q4: 2,803 shares; 2026Q1: 2,860 shares 2,860 $698K 0.01% +57 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,648 shares; 2024Q4: 36,640 shares; 2025Q1: 33,652 shares; 2025Q2: 171,255 shares; 2025Q3: 24,869 shares; 2025Q4: 24,747 shares; 2026Q1: 25,307 shares 25,307 $691K 0.01% +560 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: 39,910 shares; 2024Q4: 40,093 shares; 2025Q1: 40,273 shares; 2025Q2: 42,054 shares; 2025Q3: 42,243 shares; 2025Q4: 38,481 shares; 2026Q1: 29,142 shares 29,142 $690K 0.01% -9,339 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,270 shares; 2025Q2: 57,460 shares; 2025Q3: 56,570 shares; 2025Q4: 59,250 shares; 2026Q1: 60,125 shares 60,125 $690K 0.01% +875 Timeline JMSI 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: 13,814 shares 13,814 $687K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,889 shares; 2025Q1: 1,890 shares; 2025Q2: 1,891 shares; 2025Q3: 1,892 shares; 2025Q4: 1,863 shares; 2026Q1: 1,853 shares 1,853 $687K 0.01% -10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,520 shares; 2025Q1: 1,605 shares; 2025Q2: 2,132 shares; 2025Q3: 2,438 shares; 2025Q4: 1,569 shares; 2026Q1: 1,731 shares 1,731 $686K 0.01% +162 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,636 shares; 2025Q1: 3,892 shares; 2025Q2: 3,830 shares; 2025Q3: 3,578 shares; 2025Q4: 3,195 shares; 2026Q1: 3,263 shares 3,263 $685K 0.01% +68 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: 10,358 shares; 2024Q4: 11,023 shares; 2025Q1: 10,811 shares; 2025Q2: 11,225 shares; 2025Q3: 12,349 shares; 2025Q4: 3,443 shares; 2026Q1: 5,464 shares 5,464 $682K 0.01% +2,021 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,250 shares; 2025Q1: 6,823 shares; 2025Q2: 7,001 shares; 2025Q3: 9,559 shares; 2025Q4: 7,953 shares; 2026Q1: 5,706 shares 5,706 $677K 0.01% -2,247 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: 7,914 shares; 2024Q4: 9,939 shares; 2025Q1: 7,330 shares; 2025Q2: 5,194 shares; 2025Q3: 6,048 shares; 2025Q4: 4,970 shares; 2026Q1: 5,135 shares 5,135 $673K 0.01% +165 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,455 shares; 2025Q1: 41,797 shares; 2025Q2: 6,427 shares; 2025Q3: 6,727 shares; 2025Q4: 6,915 shares; 2026Q1: 6,875 shares 6,875 $672K 0.01% -40 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,734 shares; 2024Q4: 25,762 shares; 2025Q1: 25,202 shares; 2025Q2: 23,166 shares; 2025Q3: 14,406 shares; 2025Q4: 14,432 shares; 2026Q1: 16,049 shares 16,049 $668K 0.01% +1,617 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,700 shares; 2025Q3: 26,700 shares; 2025Q4: 26,700 shares; 2026Q1: 26,700 shares 26,700 $668K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 12,610 shares; 2025Q1: 5,473 shares; 2025Q2: 4,966 shares; 2025Q3: 5,173 shares; 2025Q4: 4,606 shares; 2026Q1: 4,069 shares 4,069 $668K 0.01% -537 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,311 shares; 2025Q4: 7,198 shares; 2026Q1: 6,519 shares 6,519 $667K 0.01% -679 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,292 shares; 2025Q1: 4,973 shares; 2025Q2: 2,155 shares; 2025Q3: 2,119 shares; 2025Q4: 2,310 shares; 2026Q1: 2,385 shares 2,385 $663K 0.01% +75 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,493 shares; 2025Q1: 8,497 shares; 2025Q2: 8,652 shares; 2025Q3: 8,657 shares; 2025Q4: 9,300 shares; 2026Q1: 9,313 shares 9,313 $662K 0.01% +13 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 20,352 shares; 2025Q1: 27,552 shares; 2025Q2: 27,540 shares; 2025Q3: 27,210 shares; 2025Q4: 30,043 shares; 2026Q1: 31,788 shares 31,788 $660K 0.01% +1,745 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,557 shares; 2025Q2: 11,471 shares; 2025Q3: 11,092 shares; 2025Q4: 11,114 shares; 2026Q1: 14,788 shares 14,788 $656K 0.01% +3,674 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,396 shares; 2025Q4: 9,582 shares; 2026Q1: 7,521 shares 7,521 $655K 0.01% -2,061 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,389 shares; 2024Q4: 33,908 shares; 2025Q1: 36,116 shares; 2025Q2: 34,532 shares; 2025Q3: 34,153 shares; 2025Q4: 34,700 shares; 2026Q1: 36,327 shares 36,327 $655K 0.01% +1,627 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,252 shares; 2025Q1: 8,476 shares; 2025Q2: 9,374 shares; 2025Q3: 11,164 shares; 2025Q4: 14,538 shares; 2026Q1: 16,925 shares 16,925 $650K 0.01% +2,387 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 8,130 shares; 2025Q1: 8,137 shares; 2025Q2: 7,994 shares; 2025Q3: 8,401 shares; 2025Q4: 9,888 shares; 2026Q1: 9,179 shares 9,179 $649K 0.01% -709 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 10,058 shares; 2025Q3: 11,308 shares; 2025Q4: 10,108 shares; 2026Q1: 44,962 shares 44,962 $649K 0.01% +34,854 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,041 shares; 2025Q1: 35,171 shares; 2025Q2: 34,892 shares; 2025Q3: 33,667 shares; 2025Q4: 13,508 shares; 2026Q1: 28,487 shares 28,487 $649K 0.01% +14,979 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,611 shares; 2024Q4: 11,390 shares; 2025Q1: 11,584 shares; 2025Q2: 11,009 shares; 2025Q3: 12,911 shares; 2025Q4: 12,796 shares; 2026Q1: 14,157 shares 14,157 $648K 0.01% +1,361 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 8,890 shares; 2025Q1: 8,885 shares; 2025Q2: 9,009 shares; 2025Q3: 8,620 shares; 2025Q4: 8,167 shares; 2026Q1: 2,482 shares 2,482 $646K 0.01% -5,685 Timeline UYLD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,639 shares 12,639 $645K 0.01% new 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: 4,157 shares; 2024Q4: 5,943 shares; 2025Q1: 5,943 shares; 2025Q2: 5,880 shares; 2025Q3: 5,533 shares; 2025Q4: 5,536 shares; 2026Q1: 5,538 shares 5,538 $641K 0.01% +2 Timeline CORZZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,735 shares; 2024Q4: 258,157 shares; 2025Q1: 258,157 shares; 2025Q2: 258,157 shares; 2025Q3: 189,677 shares; 2025Q4: 42,689 shares; 2026Q1: 42,689 shares 42,689 $640K 0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,146 shares; 2025Q1: 4,481 shares; 2025Q2: 7,028 shares; 2025Q3: 7,265 shares; 2025Q4: 7,483 shares; 2026Q1: 8,385 shares 8,385 $640K 0.01% +902 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: 6,079 shares; 2024Q4: 6,071 shares; 2025Q1: 3,478 shares; 2025Q2: 3,790 shares; 2025Q3: 4,119 shares; 2025Q4: 5,656 shares; 2026Q1: 6,756 shares 6,756 $639K 0.01% +1,100 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,994 shares; 2025Q3: 16,766 shares; 2025Q4: 13,424 shares; 2026Q1: 12,231 shares 12,231 $638K 0.01% -1,193 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,124 shares; 2025Q1: 3,194 shares; 2025Q2: 3,490 shares; 2025Q3: 4,270 shares; 2025Q4: 4,387 shares; 2026Q1: 5,030 shares 5,030 $637K 0.01% +643 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,459 shares; 2025Q4: 52,493 shares; 2026Q1: 36,222 shares 36,222 $636K 0.01% -16,271 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,111 shares; 2026Q1: 3,128 shares 3,128 $631K 0.01% +17 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,581 shares; 2024Q4: 33,867 shares; 2025Q1: 40,946 shares; 2025Q2: 40,884 shares; 2025Q3: 43,370 shares; 2025Q4: 41,293 shares; 2026Q1: 41,788 shares 41,788 $628K 0.01% +495 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,106 shares; 2025Q4: 16,946 shares; 2026Q1: 15,719 shares 15,719 $627K 0.01% -1,227 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,454 shares; 2024Q4: 7,471 shares; 2025Q1: 7,671 shares; 2025Q2: 8,418 shares; 2025Q3: 9,130 shares; 2025Q4: 13,065 shares; 2026Q1: 15,359 shares 15,359 $627K 0.01% +2,294 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,987 shares; 2024Q4: 14,170 shares; 2025Q1: 14,717 shares; 2025Q2: 13,687 shares; 2025Q3: 31,869 shares; 2025Q4: 23,925 shares; 2026Q1: 18,697 shares 18,697 $627K 0.01% -5,228 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 6,948 shares; 2025Q1: 7,017 shares; 2025Q2: 7,017 shares; 2025Q3: 7,069 shares; 2025Q4: 6,894 shares; 2026Q1: 5,637 shares 5,637 $625K 0.01% -1,257 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: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $625K 0.01% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,924 shares; 2026Q1: 13,959 shares 13,959 $623K 0.01% -2,965 Timeline SDVY 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: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 10,305 shares; 2025Q2: 10,355 shares; 2025Q3: 15,675 shares; 2025Q4: 15,595 shares; 2026Q1: 15,790 shares 15,790 $623K 0.01% +195 Timeline HNNA HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,916 shares; 2024Q4: 63,798 shares; 2025Q1: 63,798 shares; 2025Q2: 63,798 shares; 2025Q3: 63,798 shares; 2025Q4: 63,798 shares; 2026Q1: 63,798 shares 63,798 $622K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,869 shares; 2025Q3: 14,775 shares; 2025Q4: 12,966 shares; 2026Q1: 9,687 shares 9,687 $621K 0.01% -3,279 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 13,622 shares; 2025Q1: 16,089 shares; 2025Q2: 15,395 shares; 2025Q3: 14,917 shares; 2025Q4: 35,145 shares; 2026Q1: 41,205 shares 41,205 $620K 0.01% +6,060 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,209 shares; 2025Q3: 9,945 shares; 2025Q4: 12,237 shares; 2026Q1: 16,701 shares 16,701 $618K 0.01% +4,464 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 6,260 shares; 2025Q1: 17,159 shares; 2025Q2: 6,885 shares; 2025Q3: 7,052 shares; 2025Q4: 6,838 shares; 2026Q1: 7,308 shares 7,308 $617K 0.01% +470 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 8,790 shares; 2025Q1: 11,880 shares; 2025Q2: 9,601 shares; 2025Q3: 10,493 shares; 2025Q4: 11,017 shares; 2026Q1: 11,155 shares 11,155 $617K 0.01% +138 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,062 shares; 2025Q1: 9,957 shares; 2025Q2: 9,899 shares; 2025Q3: 10,556 shares; 2025Q4: 10,332 shares; 2026Q1: 11,023 shares 11,023 $615K 0.01% +691 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,094 shares; 2025Q1: 2,977 shares; 2025Q2: 2,995 shares; 2025Q3: 3,517 shares; 2025Q4: 4,465 shares; 2026Q1: 3,885 shares 3,885 $615K 0.01% -580 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: 10,236 shares; 2024Q4: 9,670 shares; 2025Q1: 10,277 shares; 2025Q2: 9,001 shares; 2025Q3: 9,018 shares; 2025Q4: 9,246 shares; 2026Q1: 10,384 shares 10,384 $614K 0.01% +1,138 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: not reported; 2025Q4: 4,051 shares; 2026Q1: 7,376 shares 7,376 $611K 0.01% +3,325 Timeline RSPU 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: 3,014 shares; 2025Q4: 7,216 shares; 2026Q1: 7,530 shares 7,530 $611K 0.01% +314 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,271 shares; 2025Q1: 2,272 shares; 2025Q2: 2,314 shares; 2025Q3: 2,583 shares; 2025Q4: 2,957 shares; 2026Q1: 2,960 shares 2,960 $609K 0.01% +3 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,516 shares; 2025Q3: 12,811 shares; 2025Q4: 17,859 shares; 2026Q1: 20,614 shares 20,614 $608K 0.01% +2,755 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,682 shares; 2025Q1: 1,663 shares; 2025Q2: 2,037 shares; 2025Q3: 2,469 shares; 2025Q4: 2,724 shares; 2026Q1: 2,805 shares 2,805 $608K 0.01% +81 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,427 shares; 2024Q4: 24,450 shares; 2025Q1: 7,668 shares; 2025Q2: 7,574 shares; 2025Q3: 7,581 shares; 2025Q4: 7,590 shares; 2026Q1: 9,318 shares 9,318 $606K 0.01% +1,728 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: 17,018 shares; 2025Q1: 18,143 shares; 2025Q2: 17,718 shares; 2025Q3: 18,178 shares; 2025Q4: 17,553 shares; 2026Q1: 17,103 shares 17,103 $606K 0.01% -450 Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 7,986 shares; 2025Q4: not reported; 2026Q1: 23,741 shares 23,741 $605K 0.01% new Timeline CNA CNA FINL CORP More: the full row for CNA 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: 4,656 shares; 2025Q3: 13,018 shares; 2025Q4: 11,054 shares; 2026Q1: 13,181 shares 13,181 $605K 0.01% +2,127 Timeline CGCB 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: 10,752 shares; 2025Q4: 15,242 shares; 2026Q1: 23,032 shares 23,032 $605K 0.01% +7,790 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,183 shares; 2025Q1: 6,746 shares; 2025Q2: 6,515 shares; 2025Q3: 4,543 shares; 2025Q4: 8,384 shares; 2026Q1: 8,601 shares 8,601 $604K 0.01% +217 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION 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: 15,290 shares 15,290 $603K 0.01% new Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,406 shares; 2025Q3: 12,898 shares; 2025Q4: 14,396 shares; 2026Q1: 14,976 shares 14,976 $602K 0.01% +580 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,029 shares; 2025Q2: 13,370 shares; 2025Q3: 13,370 shares; 2025Q4: 13,370 shares; 2026Q1: 13,370 shares 13,370 $602K 0.01% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,615 shares; 2025Q4: 10,319 shares; 2026Q1: 15,202 shares 15,202 $600K 0.01% +4,883 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 3,162 shares; 2025Q1: 3,440 shares; 2025Q2: 3,771 shares; 2025Q3: 3,558 shares; 2025Q4: 5,606 shares; 2026Q1: 5,354 shares 5,354 $599K 0.01% -252 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 10,115 shares; 2025Q1: 10,282 shares; 2025Q2: 9,579 shares; 2025Q3: 8,957 shares; 2025Q4: 12,054 shares; 2026Q1: 10,836 shares 10,836 $598K 0.01% -1,218 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 15,158 shares; 2025Q1: 15,949 shares; 2025Q2: 18,387 shares; 2025Q3: 16,193 shares; 2025Q4: 14,852 shares; 2026Q1: 14,244 shares 14,244 $598K 0.01% -608 Timeline CGW 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: 8,697 shares; 2024Q4: 9,448 shares; 2025Q1: 9,170 shares; 2025Q2: 9,066 shares; 2025Q3: 8,861 shares; 2025Q4: 18,341 shares; 2026Q1: 9,334 shares 9,334 $597K 0.01% -9,007 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 2,201 shares; 2025Q1: 1,368 shares; 2025Q2: 1,937 shares; 2025Q3: 3,411 shares; 2025Q4: 3,981 shares; 2026Q1: 2,725 shares 2,725 $596K 0.01% -1,256 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 5,937 shares; 2025Q1: 6,134 shares; 2025Q2: 6,689 shares; 2025Q3: 7,463 shares; 2025Q4: 7,513 shares; 2026Q1: 7,503 shares 7,503 $596K 0.01% -10 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 8,530 shares; 2025Q1: 8,351 shares; 2025Q2: 8,291 shares; 2025Q3: 8,505 shares; 2025Q4: 13,321 shares; 2026Q1: 8,953 shares 8,953 $595K 0.01% -4,368 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 5,179 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares; 2025Q4: 5,153 shares; 2026Q1: 5,153 shares 5,153 $592K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 19,249 shares; 2025Q1: 15,937 shares; 2025Q2: 16,131 shares; 2025Q3: 18,316 shares; 2025Q4: 30,750 shares; 2026Q1: 34,287 shares 34,287 $591K 0.01% +3,537 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,705 shares; 2024Q4: 7,899 shares; 2025Q1: 5,740 shares; 2025Q2: 6,044 shares; 2025Q3: 9,049 shares; 2025Q4: 9,360 shares; 2026Q1: 7,037 shares 7,037 $589K 0.01% -2,323 Timeline EWX 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: 3,546 shares; 2024Q4: 6,609 shares; 2025Q1: 7,947 shares; 2025Q2: 8,321 shares; 2025Q3: 8,319 shares; 2025Q4: 8,875 shares; 2026Q1: 8,902 shares 8,902 $589K 0.01% +27 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,905 shares; 2026Q1: 4,287 shares 4,287 $588K 0.01% -618 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: 7,157 shares; 2024Q4: 11,708 shares; 2025Q1: 11,764 shares; 2025Q2: 12,175 shares; 2025Q3: 12,108 shares; 2025Q4: 12,424 shares; 2026Q1: 12,539 shares 12,539 $587K 0.01% +115 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,320 shares; 2024Q4: 16,940 shares; 2025Q1: 19,505 shares; 2025Q2: 16,585 shares; 2025Q3: 16,317 shares; 2025Q4: 18,002 shares; 2026Q1: 15,765 shares 15,765 $587K 0.01% -2,237 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 10,912 shares; 2025Q1: 3,927 shares; 2025Q2: 3,935 shares; 2025Q3: 4,298 shares; 2025Q4: 4,012 shares; 2026Q1: 4,005 shares 4,005 $586K 0.01% -7 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: 14,447 shares; 2026Q1: 11,764 shares 11,764 $581K 0.01% -2,683 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 2,152 shares; 2025Q1: 2,242 shares; 2025Q2: 2,314 shares; 2025Q3: 2,492 shares; 2025Q4: 2,553 shares; 2026Q1: 2,734 shares 2,734 $578K 0.01% +181 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 6,167 shares; 2025Q1: 4,204 shares; 2025Q2: 4,364 shares; 2025Q3: 4,748 shares; 2025Q4: 5,562 shares; 2026Q1: 6,630 shares 6,630 $576K 0.01% +1,068 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 10,039 shares; 2026Q1: 10,089 shares 10,089 $575K 0.01% +50 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,116 shares; 2025Q1: 4,159 shares; 2025Q2: 4,348 shares; 2025Q3: 9,174 shares; 2025Q4: 8,250 shares; 2026Q1: 8,276 shares 8,276 $575K 0.01% +26 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 6,580 shares; 2025Q1: 6,518 shares; 2025Q2: 6,388 shares; 2025Q3: 6,388 shares; 2025Q4: 6,388 shares; 2026Q1: 6,388 shares 6,388 $571K 0.01% 0 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: 4,923 shares; 2025Q4: 4,851 shares; 2026Q1: 4,865 shares 4,865 $570K 0.01% +14 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR 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: 7,063 shares; 2026Q1: 7,526 shares 7,526 $569K 0.01% +463 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,308 shares; 2026Q1: 12,792 shares 12,792 $569K 0.01% -516 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 803 shares; 2025Q1: 828 shares; 2025Q2: 1,485 shares; 2025Q3: 1,747 shares; 2025Q4: 2,716 shares; 2026Q1: 2,976 shares 2,976 $565K 0.01% +260 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,921 shares; 2025Q1: 2,998 shares; 2025Q2: 2,733 shares; 2025Q3: 2,671 shares; 2025Q4: 2,651 shares; 2026Q1: 2,357 shares 2,357 $564K 0.01% -294 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: 6,097 shares 6,097 $563K 0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,682 shares; 2025Q3: 10,869 shares; 2025Q4: 15,071 shares; 2026Q1: 16,820 shares 16,820 $561K 0.01% +1,749 Timeline STN STANTEC INC More: the full row for STANTEC 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: 6,340 shares; 2026Q1: 6,482 shares 6,482 $560K 0.01% +142 Timeline QWLD 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: 4,187 shares; 2024Q4: 4,155 shares; 2025Q1: 4,028 shares; 2025Q2: 4,004 shares; 2025Q3: 4,023 shares; 2025Q4: 3,896 shares; 2026Q1: 3,902 shares 3,902 $559K 0.01% +6 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,656 shares; 2024Q4: 21,289 shares; 2025Q1: 26,124 shares; 2025Q2: 23,167 shares; 2025Q3: 20,852 shares; 2025Q4: 23,964 shares; 2026Q1: 13,760 shares 13,760 $558K 0.01% -10,204 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,925 shares; 2025Q1: 1,897 shares; 2025Q2: 1,875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,372 shares 5,372 $557K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 8,114 shares; 2025Q1: 8,084 shares; 2025Q2: 8,078 shares; 2025Q3: 7,979 shares; 2025Q4: 10,534 shares; 2026Q1: 10,241 shares 10,241 $554K 0.01% -293 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,714 shares; 2024Q4: 25,642 shares; 2025Q1: 25,639 shares; 2025Q2: 25,469 shares; 2025Q3: 31,576 shares; 2025Q4: 31,430 shares; 2026Q1: 30,085 shares 30,085 $554K 0.01% -1,345 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,743 shares; 2026Q1: 50,081 shares 50,081 $553K 0.01% +28,338 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 2,247 shares; 2025Q2: 2,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,869 shares; 2026Q1: 5,179 shares 5,179 $553K 0.01% +310 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 3,951 shares; 2025Q4: 4,071 shares; 2026Q1: 4,071 shares 4,071 $548K 0.01% 0 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,863 shares; 2025Q1: 9,857 shares; 2025Q2: 9,848 shares; 2025Q3: 10,932 shares; 2025Q4: 10,756 shares; 2026Q1: 10,500 shares 10,500 $548K 0.01% -256 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: 7,812 shares; 2024Q4: 7,812 shares; 2025Q1: 7,812 shares; 2025Q2: 7,813 shares; 2025Q3: 7,815 shares; 2025Q4: 7,816 shares; 2026Q1: 7,816 shares 7,816 $547K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 716 shares; 2026Q1: 777 shares 777 $546K 0.01% +61 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,027 shares; 2025Q1: 4,022 shares; 2025Q2: 3,391 shares; 2025Q3: 5,387 shares; 2025Q4: 5,502 shares; 2026Q1: 4,754 shares 4,754 $546K 0.01% -748 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 4,966 shares; 2025Q1: 2,806 shares; 2025Q2: 3,296 shares; 2025Q3: 3,352 shares; 2025Q4: 2,834 shares; 2026Q1: 6,815 shares 6,815 $546K 0.01% +3,981 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,227 shares; 2024Q4: 18,836 shares; 2025Q1: 14,628 shares; 2025Q2: 9,428 shares; 2025Q3: 9,747 shares; 2025Q4: 8,151 shares; 2026Q1: 5,932 shares 5,932 $544K 0.01% -2,219 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: 38,260 shares; 2024Q4: 40,307 shares; 2025Q1: 39,347 shares; 2025Q2: 39,290 shares; 2025Q3: 36,772 shares; 2025Q4: 37,140 shares; 2026Q1: 34,255 shares 34,255 $544K 0.01% -2,885 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 1,163 shares; 2025Q1: 1,056 shares; 2025Q2: 1,129 shares; 2025Q3: 1,251 shares; 2025Q4: 1,226 shares; 2026Q1: 1,119 shares 1,119 $543K 0.01% -107 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,310 shares; 2024Q4: 18,541 shares; 2025Q1: 17,582 shares; 2025Q2: 17,971 shares; 2025Q3: 19,335 shares; 2025Q4: 19,939 shares; 2026Q1: 19,721 shares 19,721 $542K 0.01% -218 Timeline INCM 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: 14,890 shares; 2024Q4: 16,025 shares; 2025Q1: 16,025 shares; 2025Q2: 16,025 shares; 2025Q3: 17,460 shares; 2025Q4: 19,165 shares; 2026Q1: 18,825 shares 18,825 $541K 0.01% -340 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,067 shares; 2026Q1: 35,280 shares 35,280 $540K 0.01% -6,787 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 833 shares; 2025Q1: 900 shares; 2025Q2: 1,063 shares; 2025Q3: 1,117 shares; 2025Q4: 1,331 shares; 2026Q1: 1,266 shares 1,266 $538K 0.01% -65 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 1,773 shares; 2025Q1: 1,956 shares; 2025Q2: 1,434 shares; 2025Q3: 1,551 shares; 2025Q4: 1,729 shares; 2026Q1: 1,897 shares 1,897 $536K 0.01% +168 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,648 shares; 2025Q1: 9,072 shares; 2025Q2: 9,044 shares; 2025Q3: 7,713 shares; 2025Q4: 12,091 shares; 2026Q1: 8,973 shares 8,973 $536K 0.01% -3,118 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: 11,565 shares; 2024Q4: 11,986 shares; 2025Q1: 11,420 shares; 2025Q2: 11,208 shares; 2025Q3: 7,947 shares; 2025Q4: 7,889 shares; 2026Q1: 7,923 shares 7,923 $536K 0.01% +34 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,091 shares; 2025Q1: 1,256 shares; 2025Q2: 2,251 shares; 2025Q3: 1,123 shares; 2025Q4: 1,516 shares; 2026Q1: 2,706 shares 2,706 $535K 0.01% +1,190 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 9,390 shares; 2025Q1: 9,113 shares; 2025Q2: 8,482 shares; 2025Q3: 8,064 shares; 2025Q4: 6,502 shares; 2026Q1: 6,515 shares 6,515 $534K 0.01% +13 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,632 shares; 2025Q1: 7,293 shares; 2025Q2: 1,946 shares; 2025Q3: 2,615 shares; 2025Q4: 2,487 shares; 2026Q1: 2,568 shares 2,568 $534K 0.01% +81 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,307 shares; 2024Q4: 15,158 shares; 2025Q1: 15,425 shares; 2025Q2: 15,428 shares; 2025Q3: 16,547 shares; 2025Q4: 18,008 shares; 2026Q1: 16,825 shares 16,825 $533K 0.01% -1,183 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 4,506 shares 4,506 $533K 0.01% +1,103 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,890 shares; 2026Q1: 1,651 shares 1,651 $531K 0.01% -239 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,967 shares; 2025Q2: not reported; 2025Q3: 10,988 shares; 2025Q4: 25,101 shares; 2026Q1: 16,224 shares 16,224 $531K 0.01% -8,877 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 5,600 shares; 2025Q4: 7,000 shares; 2026Q1: 6,200 shares 6,200 $531K 0.01% -800 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,225 shares 15,225 $531K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 5,996 shares; 2026Q1: 6,273 shares 6,273 $531K 0.01% +277 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,067 shares; 2025Q4: 978 shares; 2026Q1: 973 shares 973 $530K 0.01% -5 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: 7,950 shares; 2024Q4: 8,521 shares; 2025Q1: 7,403 shares; 2025Q2: 8,116 shares; 2025Q3: 9,524 shares; 2025Q4: 9,345 shares; 2026Q1: 10,312 shares 10,312 $528K 0.01% +967 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676 shares; 2025Q4: 1,946 shares; 2026Q1: 1,930 shares 1,930 $526K 0.01% -16 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,435 shares; 2026Q1: 4,554 shares 4,554 $525K 0.01% +119 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 6,782 shares; 2025Q1: 6,681 shares; 2025Q2: 6,104 shares; 2025Q3: 6,191 shares; 2025Q4: 4,331 shares; 2026Q1: 4,546 shares 4,546 $525K 0.01% +215 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: 11,110 shares; 2024Q4: 11,001 shares; 2025Q1: 10,103 shares; 2025Q2: 12,602 shares; 2025Q3: 12,376 shares; 2025Q4: 12,157 shares; 2026Q1: 10,442 shares 10,442 $524K 0.01% -1,715 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,653 shares; 2025Q4: 3,665 shares; 2026Q1: 5,039 shares 5,039 $523K 0.01% +1,374 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,981 shares; 2024Q4: 14,892 shares; 2025Q1: 22,781 shares; 2025Q2: 22,781 shares; 2025Q3: 22,707 shares; 2025Q4: 22,693 shares; 2026Q1: 15,441 shares 15,441 $522K 0.01% -7,252 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,108 shares; 2025Q1: 3,147 shares; 2025Q2: 3,516 shares; 2025Q3: 3,768 shares; 2025Q4: 3,623 shares; 2026Q1: 4,504 shares 4,504 $521K 0.01% +881 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,914 shares 15,914 $521K 0.01% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,010 shares; 2025Q3: 9,881 shares; 2025Q4: 9,525 shares; 2026Q1: 10,507 shares 10,507 $520K 0.01% +982 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,902 shares; 2025Q1: 5,966 shares; 2025Q2: 5,954 shares; 2025Q3: 5,927 shares; 2025Q4: 5,856 shares; 2026Q1: 5,837 shares 5,837 $519K 0.01% -19 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,617 shares; 2025Q4: 17,115 shares; 2026Q1: 8,343 shares 8,343 $519K 0.01% -8,772 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 4,883 shares; 2025Q1: 4,719 shares; 2025Q2: not reported; 2025Q3: 13,474 shares; 2025Q4: 10,742 shares; 2026Q1: 9,740 shares 9,740 $518K 0.01% -1,002 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,290 shares; 2025Q1: 1,152 shares; 2025Q2: 1,188 shares; 2025Q3: 1,199 shares; 2025Q4: 997 shares; 2026Q1: 1,193 shares 1,193 $518K 0.01% +196 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 7,326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,818 shares; 2025Q4: 13,966 shares; 2026Q1: 13,250 shares 13,250 $517K 0.01% -716 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 2,862 shares; 2026Q1: 2,571 shares 2,571 $514K 0.01% -291 Timeline IWP 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: 5,658 shares; 2024Q4: 5,513 shares; 2025Q1: 5,513 shares; 2025Q2: 5,409 shares; 2025Q3: 4,251 shares; 2025Q4: 4,250 shares; 2026Q1: 4,007 shares 4,007 $513K 0.01% -243 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,038 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: 6,701 shares; 2026Q1: 7,491 shares 7,491 $513K 0.01% +790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,610 shares; 2025Q4: 8,998 shares; 2026Q1: 6,250 shares 6,250 $511K 0.01% -2,748 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,554 shares 17,554 $508K 0.01% new Timeline SFYF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 11,221 shares; 2025Q1: 11,221 shares; 2025Q2: 11,221 shares; 2025Q3: 10,915 shares; 2025Q4: 10,826 shares; 2026Q1: 9,949 shares 9,949 $507K 0.01% -877 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,130 shares; 2024Q4: 7,939 shares; 2025Q1: 6,681 shares; 2025Q2: 5,995 shares; 2025Q3: 5,911 shares; 2025Q4: 5,728 shares; 2026Q1: 5,712 shares 5,712 $505K 0.01% -16 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,552 shares; 2024Q4: 6,571 shares; 2025Q1: 6,218 shares; 2025Q2: 6,468 shares; 2025Q3: 6,578 shares; 2025Q4: 6,288 shares; 2026Q1: 6,692 shares 6,692 $504K 0.01% +404 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,085 shares; 2025Q1: 2,188 shares; 2025Q2: 2,013 shares; 2025Q3: 3,794 shares; 2025Q4: 2,670 shares; 2026Q1: 2,860 shares 2,860 $502K 0.01% +190 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 708 shares; 2025Q4: 1,324 shares; 2026Q1: 1,319 shares 1,319 $501K 0.01% -5 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 6,737 shares; 2025Q4: not reported; 2026Q1: 26,523 shares 26,523 $501K 0.01% new Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,105 shares; 2024Q4: 40,752 shares; 2025Q1: 39,207 shares; 2025Q2: 36,792 shares; 2025Q3: 16,703 shares; 2025Q4: 11,979 shares; 2026Q1: 11,943 shares 11,943 $499K 0.01% -36 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 16,376 shares; 2025Q4: 30,205 shares; 2026Q1: 40,460 shares 40,460 $493K 0.01% +10,255 Timeline SDG 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: 5,588 shares; 2024Q4: 7,207 shares; 2025Q1: 6,924 shares; 2025Q2: 6,682 shares; 2025Q3: 6,302 shares; 2025Q4: 5,931 shares; 2026Q1: 5,840 shares 5,840 $490K 0.01% -91 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,788 shares; 2024Q4: 16,586 shares; 2025Q1: 16,586 shares; 2025Q2: 16,586 shares; 2025Q3: 16,586 shares; 2025Q4: 15,199 shares; 2026Q1: 15,199 shares 15,199 $490K 0.01% 0 Timeline DDWM 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: 6,629 shares; 2024Q4: 8,273 shares; 2025Q1: 8,193 shares; 2025Q2: 6,823 shares; 2025Q3: 7,375 shares; 2025Q4: 11,785 shares; 2026Q1: 11,068 shares 11,068 $488K 0.01% -717 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,867 shares; 2024Q4: 8,202 shares; 2025Q1: 7,966 shares; 2025Q2: 7,969 shares; 2025Q3: 8,575 shares; 2025Q4: 8,083 shares; 2026Q1: 8,106 shares 8,106 $487K 0.01% +23 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC 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: not reported; 2025Q3: not reported; 2025Q4: 10,206 shares; 2026Q1: 10,692 shares 10,692 $485K 0.01% +486 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,513 shares; 2025Q3: 1,789 shares; 2025Q4: 2,239 shares; 2026Q1: 2,315 shares 2,315 $484K 0.01% +76 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,177 shares; 2026Q1: 5,229 shares 5,229 $484K 0.01% +52 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 1,055 shares; 2025Q1: 1,137 shares; 2025Q2: 1,332 shares; 2025Q3: 1,338 shares; 2025Q4: 1,190 shares; 2026Q1: 1,581 shares 1,581 $481K 0.01% +391 Timeline FLRT 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: 6,759 shares; 2024Q4: 6,759 shares; 2025Q1: 6,759 shares; 2025Q2: 24,834 shares; 2025Q3: 20,834 shares; 2025Q4: 29,434 shares; 2026Q1: 10,325 shares 10,325 $478K 0.01% -19,109 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,161 shares; 2025Q2: 11,367 shares; 2025Q3: 12,641 shares; 2025Q4: 16,416 shares; 2026Q1: 11,329 shares 11,329 $478K 0.01% -5,087 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,361 shares; 2025Q2: 35,201 shares; 2025Q3: 43,295 shares; 2025Q4: 34,641 shares; 2026Q1: 9,962 shares 9,962 $478K 0.01% -24,679 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 8,285 shares; 2025Q1: 8,385 shares; 2025Q2: 8,331 shares; 2025Q3: 8,831 shares; 2025Q4: 8,721 shares; 2026Q1: 8,331 shares 8,331 $475K 0.01% -390 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,231 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,573 shares; 2025Q4: 5,041 shares; 2026Q1: 5,932 shares 5,932 $475K 0.01% +891 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: 5,403 shares; 2024Q4: 5,203 shares; 2025Q1: 5,204 shares; 2025Q2: 5,204 shares; 2025Q3: 4,310 shares; 2025Q4: 4,311 shares; 2026Q1: 4,311 shares 4,311 $473K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,406 shares; 2024Q4: 23,546 shares; 2025Q1: 21,760 shares; 2025Q2: 25,543 shares; 2025Q3: 22,227 shares; 2025Q4: 23,340 shares; 2026Q1: 14,757 shares 14,757 $472K 0.01% -8,583 Timeline NUHY 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: 16,378 shares; 2025Q1: 16,003 shares; 2025Q2: 48,155 shares; 2025Q3: 42,046 shares; 2025Q4: 42,312 shares; 2026Q1: 22,219 shares 22,219 $471K 0.01% -20,093 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,567 shares; 2025Q3: 2,535 shares; 2025Q4: 2,744 shares; 2026Q1: 2,928 shares 2,928 $469K 0.01% +184 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,379 shares; 2025Q1: 1,389 shares; 2025Q2: 1,406 shares; 2025Q3: 1,485 shares; 2025Q4: 1,507 shares; 2026Q1: 1,670 shares 1,670 $469K 0.01% +163 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 878 shares; 2025Q4: 1,571 shares; 2026Q1: 1,662 shares 1,662 $468K 0.01% +91 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 606 shares; 2025Q1: 584 shares; 2025Q2: 559 shares; 2025Q3: 671 shares; 2025Q4: 669 shares; 2026Q1: 641 shares 641 $467K 0.01% -28 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 2,318 shares; 2026Q1: 3,467 shares 3,467 $467K 0.01% +1,149 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,572 shares; 2025Q1: 3,194 shares; 2025Q2: 3,256 shares; 2025Q3: 4,211 shares; 2025Q4: 4,119 shares; 2026Q1: 3,397 shares 3,397 $466K 0.01% -722 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,618 shares; 2026Q1: 2,301 shares 2,301 $466K 0.01% -317 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: 14,649 shares; 2024Q4: 29,180 shares; 2025Q1: 28,917 shares; 2025Q2: 34,103 shares; 2025Q3: 28,634 shares; 2025Q4: 26,896 shares; 2026Q1: 19,167 shares 19,167 $465K 0.01% -7,729 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 4,575 shares; 2025Q1: 4,591 shares; 2025Q2: 3,839 shares; 2025Q3: 4,021 shares; 2025Q4: 4,112 shares; 2026Q1: 4,122 shares 4,122 $463K 0.01% +10 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares 2,563 $461K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to 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: 2,873 shares; 2026Q1: 2,852 shares 2,852 $461K 0.01% -21 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,789 shares; 2025Q1: 8,176 shares; 2025Q2: 8,067 shares; 2025Q3: 9,103 shares; 2025Q4: 12,395 shares; 2026Q1: 6,755 shares 6,755 $461K 0.01% -5,640 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: 7,112 shares; 2024Q4: 4,592 shares; 2025Q1: not reported; 2025Q2: 4,378 shares; 2025Q3: 4,596 shares; 2025Q4: 4,538 shares; 2026Q1: 6,333 shares 6,333 $460K 0.01% +1,795 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 15,344 shares; 2025Q1: 15,476 shares; 2025Q2: 15,478 shares; 2025Q3: 16,301 shares; 2025Q4: 13,896 shares; 2026Q1: 14,131 shares 14,131 $458K 0.01% +235 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to 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: 7,743 shares; 2026Q1: 7,789 shares 7,789 $457K 0.01% +46 Timeline BBSC 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: 5,189 shares; 2024Q4: 11,652 shares; 2025Q1: 7,154 shares; 2025Q2: 6,609 shares; 2025Q3: 6,542 shares; 2025Q4: 6,295 shares; 2026Q1: 6,086 shares 6,086 $457K 0.01% -209 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: 2,491 shares; 2025Q3: 2,597 shares; 2025Q4: 4,956 shares; 2026Q1: 4,560 shares 4,560 $456K 0.01% -396 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 676 shares; 2026Q1: 668 shares 668 $455K 0.01% -8 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,257 shares; 2024Q4: 51,448 shares; 2025Q1: 63,963 shares; 2025Q2: 60,423 shares; 2025Q3: 9,627 shares; 2025Q4: 7,363 shares; 2026Q1: 7,370 shares 7,370 $454K 0.01% +7 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,536 shares; 2024Q4: 8,125 shares; 2025Q1: 7,969 shares; 2025Q2: 7,890 shares; 2025Q3: 7,892 shares; 2025Q4: 8,904 shares; 2026Q1: 8,267 shares 8,267 $454K 0.01% -637 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,531 shares; 2025Q1: 3,536 shares; 2025Q2: 3,503 shares; 2025Q3: 4,222 shares; 2025Q4: 4,943 shares; 2026Q1: 6,136 shares 6,136 $454K 0.01% +1,193 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 8,909 shares; 2025Q1: 8,910 shares; 2025Q2: 8,612 shares; 2025Q3: 8,684 shares; 2025Q4: 8,544 shares; 2026Q1: 8,545 shares 8,545 $453K 0.01% +1 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,465 shares; 2025Q4: 7,722 shares; 2026Q1: 7,525 shares 7,525 $451K 0.01% -197 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,573 shares 1,573 $451K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,166 shares; 2025Q1: 1,217 shares; 2025Q2: 1,251 shares; 2025Q3: 1,271 shares; 2025Q4: 1,276 shares; 2026Q1: 2,056 shares 2,056 $450K 0.01% +780 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,528 shares; 2025Q4: 10,152 shares; 2026Q1: 8,293 shares 8,293 $450K 0.01% -1,859 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,992 shares; 2024Q4: 21,632 shares; 2025Q1: 21,326 shares; 2025Q2: 22,649 shares; 2025Q3: 19,748 shares; 2025Q4: 20,369 shares; 2026Q1: 20,750 shares 20,750 $449K 0.01% +381 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO 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: 12,186 shares; 2026Q1: 15,323 shares 15,323 $449K 0.01% +3,137 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,314 shares; 2024Q4: 7,073 shares; 2025Q1: 5,673 shares; 2025Q2: 9,002 shares; 2025Q3: 8,061 shares; 2025Q4: 8,155 shares; 2026Q1: 8,944 shares 8,944 $448K 0.01% +789 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,970 shares 9,970 $447K 0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,298 shares; 2025Q1: 2,323 shares; 2025Q2: 2,284 shares; 2025Q3: 2,444 shares; 2025Q4: 2,241 shares; 2026Q1: 2,246 shares 2,246 $445K 0.01% +5 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 41,600 shares; 2025Q4: 48,463 shares; 2026Q1: 50,981 shares 50,981 $445K 0.01% +2,518 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,170 shares; 2025Q3: 1,346 shares; 2025Q4: 1,207 shares; 2026Q1: 1,211 shares 1,211 $445K 0.01% +4 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 2,374 shares; 2026Q1: 2,249 shares 2,249 $444K 0.01% -125 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,451 shares; 2025Q1: 1,498 shares; 2025Q2: 1,619 shares; 2025Q3: 2,668 shares; 2025Q4: 2,395 shares; 2026Q1: 2,127 shares 2,127 $443K 0.01% -268 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,564 shares; 2025Q4: 5,351 shares; 2026Q1: 9,033 shares 9,033 $442K 0.01% +3,682 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,501 shares; 2026Q1: 9,048 shares 9,048 $442K 0.01% -1,453 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,010 shares; 2024Q4: 19,143 shares; 2025Q1: 20,387 shares; 2025Q2: 12,723 shares; 2025Q3: 12,511 shares; 2025Q4: 13,795 shares; 2026Q1: 20,494 shares 20,494 $442K 0.01% +6,699 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,047 shares; 2025Q1: 4,325 shares; 2025Q2: 4,799 shares; 2025Q3: 6,542 shares; 2025Q4: 6,783 shares; 2026Q1: 5,498 shares 5,498 $440K 0.01% -1,285 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,600 shares; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares 8,450 $440K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: not reported; 2026Q1: 62,855 shares 62,855 $437K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,856 shares; 2025Q1: 2,323 shares; 2025Q2: 1,992 shares; 2025Q3: 2,857 shares; 2025Q4: 1,711 shares; 2026Q1: 1,855 shares 1,855 $430K 0.01% +144 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,061 shares; 2025Q1: 4,009 shares; 2025Q2: 4,293 shares; 2025Q3: 12,249 shares; 2025Q4: 8,573 shares; 2026Q1: 8,551 shares 8,551 $427K 0.01% -22 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 7,320 shares; 2025Q1: 6,405 shares; 2025Q2: 5,380 shares; 2025Q3: 5,254 shares; 2025Q4: 5,706 shares; 2026Q1: 5,985 shares 5,985 $427K 0.01% +279 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares; 2026Q1: 3,199 shares 3,199 $427K 0.01% +307 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 4,602 shares; 2025Q1: 4,676 shares; 2025Q2: 4,353 shares; 2025Q3: 5,841 shares; 2025Q4: 6,920 shares; 2026Q1: 6,161 shares 6,161 $427K 0.01% -759 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,105 shares; 2025Q1: 4,228 shares; 2025Q2: 3,964 shares; 2025Q3: 3,998 shares; 2025Q4: 4,754 shares; 2026Q1: 4,689 shares 4,689 $427K 0.01% -65 Timeline SEIX 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: 42,550 shares; 2025Q3: 51,050 shares; 2025Q4: 48,050 shares; 2026Q1: 18,500 shares 18,500 $427K 0.01% -29,550 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 5,208 shares; 2025Q1: 5,761 shares; 2025Q2: 7,041 shares; 2025Q3: 5,075 shares; 2025Q4: 5,061 shares; 2026Q1: 5,161 shares 5,161 $425K 0.01% +100 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,793 shares; 2025Q1: 1,764 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,446 shares; 2026Q1: 2,513 shares 2,513 $425K 0.01% +67 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 12,400 shares; 2026Q1: 26,562 shares 26,562 $423K 0.01% +14,162 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 8,542 shares; 2025Q1: 8,703 shares; 2025Q2: 8,239 shares; 2025Q3: 8,606 shares; 2025Q4: 8,517 shares; 2026Q1: 9,534 shares 9,534 $423K 0.01% +1,017 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 2,945 shares; 2025Q1: 2,936 shares; 2025Q2: 2,831 shares; 2025Q3: 3,323 shares; 2025Q4: 3,226 shares; 2026Q1: 3,036 shares 3,036 $423K 0.01% -190 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,555 shares; 2025Q4: 6,555 shares; 2026Q1: 9,076 shares 9,076 $421K 0.01% +2,521 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,914 shares; 2025Q1: 3,512 shares; 2025Q2: 3,740 shares; 2025Q3: 4,557 shares; 2025Q4: 5,475 shares; 2026Q1: 4,573 shares 4,573 $421K 0.01% -902 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,558 shares; 2025Q1: 3,252 shares; 2025Q2: 3,002 shares; 2025Q3: 3,821 shares; 2025Q4: 4,289 shares; 2026Q1: 3,688 shares 3,688 $420K 0.01% -601 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,405 shares; 2024Q4: 195,698 shares; 2025Q1: 133,181 shares; 2025Q2: 132,425 shares; 2025Q3: 127,058 shares; 2025Q4: 129,966 shares; 2026Q1: 20,517 shares 20,517 $419K 0.01% -109,449 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,161 shares; 2025Q1: 17,143 shares; 2025Q2: 16,959 shares; 2025Q3: 20,378 shares; 2025Q4: 23,927 shares; 2026Q1: 24,612 shares 24,612 $418K 0.01% +685 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 6,593 shares; 2025Q1: 6,771 shares; 2025Q2: 6,897 shares; 2025Q3: 7,758 shares; 2025Q4: 9,309 shares; 2026Q1: 10,404 shares 10,404 $418K 0.01% +1,095 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,239 shares; 2025Q1: 7,152 shares; 2025Q2: 7,262 shares; 2025Q3: 7,832 shares; 2025Q4: 7,998 shares; 2026Q1: 8,532 shares 8,532 $417K 0.01% +534 Timeline PSI 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: 4,700 shares; 2024Q4: 4,690 shares; 2025Q1: 4,405 shares; 2025Q2: 4,405 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares 4,405 $416K 0.01% 0 Timeline FFLC 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: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 8,084 shares; 2025Q4: 8,084 shares; 2026Q1: 8,084 shares 8,084 $415K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,342 shares; 2025Q1: 3,227 shares; 2025Q2: 2,811 shares; 2025Q3: 3,427 shares; 2025Q4: 3,042 shares; 2026Q1: 2,858 shares 2,858 $413K 0.01% -184 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,654 shares; 2025Q4: 1,511 shares; 2026Q1: 1,763 shares 1,763 $411K 0.01% +252 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553 shares; 2026Q1: 562 shares 562 $409K 0.01% +9 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares; 2026Q1: 5,124 shares 5,124 $409K 0.01% +2,141 Timeline IDV 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: 11,772 shares; 2024Q4: 10,792 shares; 2025Q1: 10,654 shares; 2025Q2: 12,975 shares; 2025Q3: 9,243 shares; 2025Q4: 9,145 shares; 2026Q1: 9,584 shares 9,584 $408K 0.01% +439 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,070 shares; 2025Q1: 5,020 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 9,440 shares; 2026Q1: 7,794 shares 7,794 $404K 0.01% -1,646 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,007 shares; 2025Q1: 2,921 shares; 2025Q2: 2,709 shares; 2025Q3: 2,700 shares; 2025Q4: 2,807 shares; 2026Q1: 2,370 shares 2,370 $404K 0.01% -437 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares; 2026Q1: 1,129 shares 1,129 $404K 0.01% +47 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 3,343 shares; 2025Q1: 2,755 shares; 2025Q2: 2,763 shares; 2025Q3: 3,268 shares; 2025Q4: 3,271 shares; 2026Q1: 2,759 shares 2,759 $402K 0.01% -512 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,947 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,981 shares; 2026Q1: 4,026 shares 4,026 $402K 0.01% +45 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,047 shares; 2026Q1: 11,154 shares 11,154 $400K 0.01% +2,107 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,547 shares; 2025Q1: 3,464 shares; 2025Q2: 3,477 shares; 2025Q3: 4,116 shares; 2025Q4: 8,204 shares; 2026Q1: 6,626 shares 6,626 $400K 0.01% -1,578 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,006 shares; 2024Q4: 9,393 shares; 2025Q1: 9,363 shares; 2025Q2: 8,457 shares; 2025Q3: 8,152 shares; 2025Q4: 8,132 shares; 2026Q1: 8,032 shares 8,032 $399K 0.01% -100 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,077 shares; 2024Q4: 10,761 shares; 2025Q1: 10,852 shares; 2025Q2: 10,852 shares; 2025Q3: 10,852 shares; 2025Q4: 10,852 shares; 2026Q1: 10,852 shares 10,852 $399K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,011 shares; 2025Q1: 2,986 shares; 2025Q2: 2,984 shares; 2025Q3: 3,009 shares; 2025Q4: 2,994 shares; 2026Q1: 1,704 shares 1,704 $399K 0.01% -1,290 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,104 shares; 2024Q4: 5,494 shares; 2025Q1: 5,370 shares; 2025Q2: 6,210 shares; 2025Q3: 5,278 shares; 2025Q4: 5,590 shares; 2026Q1: 4,132 shares 4,132 $399K 0.01% -1,458 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,674 shares; 2025Q1: 10,667 shares; 2025Q2: 12,581 shares; 2025Q3: 12,730 shares; 2025Q4: 12,037 shares; 2026Q1: 13,803 shares 13,803 $398K 0.01% +1,766 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,708 shares; 2025Q1: 1,683 shares; 2025Q2: 1,186 shares; 2025Q3: 1,608 shares; 2025Q4: 2,031 shares; 2026Q1: 1,582 shares 1,582 $397K 0.01% -449 Timeline HROW HARROW INC More: the full row for HARROW 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: 8,630 shares; 2025Q4: 10,715 shares; 2026Q1: 11,233 shares 11,233 $396K 0.01% +518 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,266 shares; 2025Q1: 3,874 shares; 2025Q2: 4,818 shares; 2025Q3: 4,889 shares; 2025Q4: 4,570 shares; 2026Q1: 4,952 shares 4,952 $396K 0.01% +382 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: not reported; 2025Q1: 4,676 shares; 2025Q2: 5,978 shares; 2025Q3: 6,279 shares; 2025Q4: 4,465 shares; 2026Q1: 6,117 shares 6,117 $395K 0.01% +1,652 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 868 shares; 2025Q1: 933 shares; 2025Q2: 1,013 shares; 2025Q3: 916 shares; 2025Q4: 994 shares; 2026Q1: 1,075 shares 1,075 $391K 0.01% +81 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: 9,479 shares; 2025Q1: 9,213 shares; 2025Q2: 10,356 shares; 2025Q3: 19,068 shares; 2025Q4: 17,229 shares; 2026Q1: 11,098 shares 11,098 $390K 0.01% -6,131 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,574 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 2,868 shares; 2025Q4: 2,939 shares; 2026Q1: 2,941 shares 2,941 $390K 0.01% +2 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,796 shares 7,796 $389K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,782 shares; 2025Q4: 8,277 shares; 2026Q1: 7,279 shares 7,279 $389K 0.01% -998 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 3,246 shares; 2025Q1: 3,209 shares; 2025Q2: 2,707 shares; 2025Q3: 3,007 shares; 2025Q4: 2,791 shares; 2026Q1: 3,083 shares 3,083 $388K 0.01% +292 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 575 shares; 2025Q1: 589 shares; 2025Q2: 675 shares; 2025Q3: 961 shares; 2025Q4: 813 shares; 2026Q1: 715 shares 715 $385K 0.01% -98 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,259 shares 8,259 $385K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,444 shares; 2026Q1: 4,264 shares 4,264 $384K 0.01% -180 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,954 shares; 2025Q1: 4,125 shares; 2025Q2: 3,933 shares; 2025Q3: 3,569 shares; 2025Q4: 3,562 shares; 2026Q1: 3,626 shares 3,626 $383K 0.01% +64 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 8,516 shares; 2025Q1: 8,676 shares; 2025Q2: 8,031 shares; 2025Q3: 8,401 shares; 2025Q4: 8,961 shares; 2026Q1: 8,155 shares 8,155 $383K 0.01% -806 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,084 shares; 2025Q1: 3,728 shares; 2025Q2: 3,400 shares; 2025Q3: 3,353 shares; 2025Q4: 3,297 shares; 2026Q1: 3,748 shares 3,748 $383K 0.01% +451 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,930 shares; 2025Q1: 6,522 shares; 2025Q2: 9,735 shares; 2025Q3: 9,124 shares; 2025Q4: 8,296 shares; 2026Q1: 8,286 shares 8,286 $382K 0.01% -10 Timeline NNAVW NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,500 shares; 2024Q4: 44,500 shares; 2025Q1: 44,500 shares; 2025Q2: 55,400 shares; 2025Q3: 60,400 shares; 2025Q4: 60,400 shares; 2026Q1: 60,400 shares 60,400 $382K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,175 shares; 2025Q4: 1,430 shares; 2026Q1: 1,435 shares 1,435 $381K 0.01% +5 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 4,760 shares; 2025Q1: 4,818 shares; 2025Q2: 4,172 shares; 2025Q3: 3,837 shares; 2025Q4: 3,642 shares; 2026Q1: 4,124 shares 4,124 $380K 0.01% +482 Timeline SPDW 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: 12,734 shares; 2024Q4: 14,527 shares; 2025Q1: 11,960 shares; 2025Q2: 9,805 shares; 2025Q3: 10,272 shares; 2025Q4: 9,285 shares; 2026Q1: 8,322 shares 8,322 $380K 0.01% -963 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,087 shares 6,087 $378K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,922 shares; 2026Q1: 2,191 shares 2,191 $377K 0.01% +269 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,463 shares; 2024Q4: 29,082 shares; 2025Q1: 30,435 shares; 2025Q2: 29,160 shares; 2025Q3: 30,036 shares; 2025Q4: 31,135 shares; 2026Q1: 34,060 shares 34,060 $377K 0.01% +2,925 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: 6,012 shares; 2024Q4: 6,060 shares; 2025Q1: 6,012 shares; 2025Q2: 5,857 shares; 2025Q3: 5,831 shares; 2025Q4: 5,023 shares; 2026Q1: 5,105 shares 5,105 $376K 0.01% +82 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,829 shares; 2025Q1: 2,819 shares; 2025Q2: 3,108 shares; 2025Q3: 3,123 shares; 2025Q4: 2,759 shares; 2026Q1: 2,779 shares 2,779 $376K 0.01% +20 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,888 shares; 2025Q2: 7,403 shares; 2025Q3: 6,178 shares; 2025Q4: 24,866 shares; 2026Q1: 7,536 shares 7,536 $376K 0.01% -17,330 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,559 shares; 2025Q1: 2,409 shares; 2025Q2: 2,700 shares; 2025Q3: 2,747 shares; 2025Q4: 2,760 shares; 2026Q1: 2,771 shares 2,771 $375K 0.01% +11 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,238 shares; 2025Q1: 6,348 shares; 2025Q2: 9,792 shares; 2025Q3: 8,517 shares; 2025Q4: 8,452 shares; 2026Q1: 8,329 shares 8,329 $375K 0.01% -123 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 866 shares; 2025Q1: 883 shares; 2025Q2: 848 shares; 2025Q3: 1,443 shares; 2025Q4: 1,107 shares; 2026Q1: 1,322 shares 1,322 $375K 0.01% +215 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to 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: 159,131 shares; 2026Q1: 156,933 shares 156,933 $375K 0.01% -2,198 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,148 shares; 2025Q1: 4,146 shares; 2025Q2: 4,153 shares; 2025Q3: 4,160 shares; 2025Q4: 4,168 shares; 2026Q1: 4,173 shares 4,173 $375K 0.01% +5 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM 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: 53,187 shares; 2026Q1: 69,733 shares 69,733 $374K 0.01% +16,546 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares; 2026Q1: 1,706 shares 1,706 $373K 0.01% -91 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 1,826 shares; 2025Q1: 2,911 shares; 2025Q2: 1,369 shares; 2025Q3: 2,397 shares; 2025Q4: 2,492 shares; 2026Q1: 2,359 shares 2,359 $371K 0.01% -133 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: 1,593 shares; 2024Q4: 1,621 shares; 2025Q1: 1,823 shares; 2025Q2: 1,845 shares; 2025Q3: 1,779 shares; 2025Q4: 2,033 shares; 2026Q1: 2,830 shares 2,830 $368K 0.01% +797 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,532 shares; 2025Q1: 4,626 shares; 2025Q2: 16,047 shares; 2025Q3: 16,047 shares; 2025Q4: 16,227 shares; 2026Q1: 16,227 shares 16,227 $365K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,365 shares; 2025Q4: 5,443 shares; 2026Q1: 3,875 shares 3,875 $365K 0.01% -1,568 Timeline FEX 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: 3,420 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 2,990 shares 2,990 $365K 0.01% -135 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,898 shares; 2026Q1: 2,848 shares 2,848 $362K 0.01% -50 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,487 shares; 2026Q1: 14,487 shares 14,487 $362K 0.01% 0 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS 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: 5,185 shares; 2025Q3: 5,077 shares; 2025Q4: 5,125 shares; 2026Q1: 5,626 shares 5,626 $361K 0.01% +501 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,138 shares; 2025Q1: 1,168 shares; 2025Q2: 1,254 shares; 2025Q3: 793 shares; 2025Q4: 1,220 shares; 2026Q1: 1,011 shares 1,011 $358K 0.01% -209 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,161 shares; 2025Q1: 1,187 shares; 2025Q2: 968 shares; 2025Q3: 983 shares; 2025Q4: 2,636 shares; 2026Q1: 2,505 shares 2,505 $358K 0.01% -131 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,158 shares 7,158 $356K 0.01% new Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,950 shares; 2025Q1: 16,116 shares; 2025Q2: 16,116 shares; 2025Q3: 23,656 shares; 2025Q4: 23,656 shares; 2026Q1: 23,656 shares 23,656 $355K 0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,932 shares; 2025Q2: 5,795 shares; 2025Q3: 6,535 shares; 2025Q4: 6,606 shares; 2026Q1: 7,768 shares 7,768 $353K 0.01% +1,162 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 22,240 shares; 2026Q1: 23,255 shares 23,255 $352K 0.01% +1,015 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 888 shares; 2025Q1: 758 shares; 2025Q2: 750 shares; 2025Q3: 626 shares; 2025Q4: 561 shares; 2026Q1: 1,026 shares 1,026 $351K 0.01% +465 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: 7,733 shares; 2024Q4: 7,882 shares; 2025Q1: 7,316 shares; 2025Q2: 7,115 shares; 2025Q3: 8,565 shares; 2025Q4: 7,199 shares; 2026Q1: 7,190 shares 7,190 $351K 0.01% -9 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,255 shares; 2025Q1: 6,981 shares; 2025Q2: 5,627 shares; 2025Q3: 5,627 shares; 2025Q4: 7,653 shares; 2026Q1: 7,646 shares 7,646 $350K 0.01% -7 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,902 shares; 2025Q4: 4,452 shares; 2026Q1: 3,161 shares 3,161 $350K 0.01% -1,291 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,697 shares; 2025Q1: 2,597 shares; 2025Q2: 2,522 shares; 2025Q3: 2,512 shares; 2025Q4: 3,690 shares; 2026Q1: 2,529 shares 2,529 $350K 0.01% -1,161 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,765 shares; 2024Q4: 36,258 shares; 2025Q1: 39,090 shares; 2025Q2: 34,835 shares; 2025Q3: 35,686 shares; 2025Q4: 36,112 shares; 2026Q1: 30,271 shares 30,271 $349K 0.01% -5,841 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,360 shares; 2025Q1: 6,153 shares; 2025Q2: 7,922 shares; 2025Q3: 7,925 shares; 2025Q4: 8,232 shares; 2026Q1: 7,428 shares 7,428 $349K 0.01% -804 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 6,321 shares; 2025Q1: 2,587 shares; 2025Q2: 2,504 shares; 2025Q3: 2,499 shares; 2025Q4: 1,801 shares; 2026Q1: 1,713 shares 1,713 $349K 0.01% -88 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,108 shares; 2025Q1: 1,042 shares; 2025Q2: 1,059 shares; 2025Q3: 1,078 shares; 2025Q4: 1,075 shares; 2026Q1: 1,027 shares 1,027 $348K 0.01% -48 Timeline GAP GAP INC More: the full row for GAP 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: 10,490 shares; 2025Q3: 15,874 shares; 2025Q4: 15,245 shares; 2026Q1: 14,346 shares 14,346 $347K 0.01% -899 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,253 shares; 2025Q1: 4,186 shares; 2025Q2: 3,870 shares; 2025Q3: 4,717 shares; 2025Q4: 8,459 shares; 2026Q1: 4,597 shares 4,597 $346K 0.01% -3,862 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,648 shares; 2025Q3: 3,263 shares; 2025Q4: 3,263 shares; 2026Q1: 3,157 shares 3,157 $345K 0.01% -106 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,008 shares; 2025Q1: 1,847 shares; 2025Q2: 2,054 shares; 2025Q3: 2,129 shares; 2025Q4: 3,023 shares; 2026Q1: 3,201 shares 3,201 $342K 0.01% +178 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,421 shares; 2025Q1: 1,416 shares; 2025Q2: 1,625 shares; 2025Q3: 1,649 shares; 2025Q4: 1,365 shares; 2026Q1: 1,579 shares 1,579 $342K 0.01% +214 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,836 shares; 2026Q1: 4,985 shares 4,985 $341K 0.01% +1,149 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,884 shares; 2025Q4: 2,175 shares; 2026Q1: 2,399 shares 2,399 $339K 0.01% +224 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares 2,338 $338K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 15,488 shares; 2025Q1: 14,376 shares; 2025Q2: 14,511 shares; 2025Q3: 14,799 shares; 2025Q4: 15,708 shares; 2026Q1: 16,260 shares 16,260 $337K 0.01% +552 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: 2,709 shares; 2024Q4: 2,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,946 shares; 2025Q4: 4,802 shares; 2026Q1: 5,532 shares 5,532 $336K 0.01% +730 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 4,095 shares; 2025Q1: 4,063 shares; 2025Q2: 1,493 shares; 2025Q3: 1,342 shares; 2025Q4: 1,371 shares; 2026Q1: 1,142 shares 1,142 $334K 0.01% -229 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares; 2025Q4: 3,704 shares; 2026Q1: 3,830 shares 3,830 $332K 0.01% +126 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,131 shares; 2026Q1: 4,352 shares 4,352 $331K 0.01% +221 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,762 shares; 2024Q4: 7,014 shares; 2025Q1: 9,236 shares; 2025Q2: 7,353 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,755 shares 10,755 $331K 0.01% new 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: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,760 shares; 2025Q2: 7,602 shares; 2025Q3: 7,602 shares; 2025Q4: 7,398 shares; 2026Q1: 7,398 shares 7,398 $331K 0.01% 0 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,612 shares; 2024Q4: 25,277 shares; 2025Q1: 14,623 shares; 2025Q2: 14,623 shares; 2025Q3: 14,587 shares; 2025Q4: 15,818 shares; 2026Q1: 17,462 shares 17,462 $331K 0.01% +1,644 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,540 shares; 2025Q4: 16,600 shares; 2026Q1: 673 shares 673 $330K 0.01% -15,927 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: 1,909 shares; 2025Q4: 2,804 shares; 2026Q1: 2,360 shares 2,360 $329K 0.01% -444 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,287 shares; 2025Q1: 4,287 shares; 2025Q2: 4,298 shares; 2025Q3: 4,298 shares; 2025Q4: 4,303 shares; 2026Q1: 5,252 shares 5,252 $329K 0.01% +949 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 2,684 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,401 shares; 2025Q4: 2,734 shares; 2026Q1: 1,944 shares 1,944 $328K 0.01% -790 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 801 shares; 2025Q1: 796 shares; 2025Q2: 979 shares; 2025Q3: 976 shares; 2025Q4: 1,114 shares; 2026Q1: 1,084 shares 1,084 $326K 0.01% -30 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,738 shares; 2026Q1: 2,779 shares 2,779 $326K 0.01% +41 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,669 shares; 2024Q4: 16,187 shares; 2025Q1: 16,290 shares; 2025Q2: 16,605 shares; 2025Q3: 16,890 shares; 2025Q4: 19,770 shares; 2026Q1: 18,481 shares 18,481 $324K 0.01% -1,289 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,499 shares; 2025Q3: 12,592 shares; 2025Q4: 11,751 shares; 2026Q1: 11,309 shares 11,309 $324K 0.01% -442 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 12,698 shares; 2025Q1: 12,914 shares; 2025Q2: 13,008 shares; 2025Q3: 13,334 shares; 2025Q4: 13,373 shares; 2026Q1: 14,233 shares 14,233 $324K 0.01% +860 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: 546 shares 546 $324K 0.01% -342 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: 9,419 shares 9,419 $323K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,153 shares; 2024Q4: 11,907 shares; 2025Q1: 12,509 shares; 2025Q2: 7,831 shares; 2025Q3: 7,267 shares; 2025Q4: 7,551 shares; 2026Q1: 8,250 shares 8,250 $322K 0.01% +699 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,817 shares; 2025Q1: 5,061 shares; 2025Q2: 7,897 shares; 2025Q3: 10,404 shares; 2025Q4: 10,370 shares; 2026Q1: 3,488 shares 3,488 $322K 0.01% -6,882 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 1,147 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,176 shares; 2026Q1: 1,284 shares 1,284 $322K 0.01% +108 Timeline VCEB 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: not reported; 2025Q3: 5,107 shares; 2025Q4: 5,083 shares; 2026Q1: 5,083 shares 5,083 $319K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 5,112 shares; 2025Q1: 4,461 shares; 2025Q2: 3,149 shares; 2025Q3: 3,233 shares; 2025Q4: 3,195 shares; 2026Q1: 3,387 shares 3,387 $319K 0.01% +192 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,618 shares; 2025Q2: 8,422 shares; 2025Q3: 8,422 shares; 2025Q4: 6,849 shares; 2026Q1: 6,884 shares 6,884 $318K 0.01% +35 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 11,810 shares; 2025Q1: 11,621 shares; 2025Q2: 11,579 shares; 2025Q3: 11,396 shares; 2025Q4: 10,976 shares; 2026Q1: 10,443 shares 10,443 $318K 0.01% -533 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,459 shares; 2025Q3: 6,574 shares; 2025Q4: 6,727 shares; 2026Q1: 6,803 shares 6,803 $316K 0.01% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares; 2026Q1: 2,132 shares 2,132 $316K 0.01% +2 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: 12,289 shares; 2024Q4: 13,505 shares; 2025Q1: 14,641 shares; 2025Q2: 19,996 shares; 2025Q3: 20,269 shares; 2025Q4: 21,659 shares; 2026Q1: 21,958 shares 21,958 $316K 0.01% +299 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,145 shares; 2025Q1: 6,247 shares; 2025Q2: not reported; 2025Q3: 4,649 shares; 2025Q4: 4,677 shares; 2026Q1: 5,153 shares 5,153 $315K 0.01% +476 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 1,369 shares; 2026Q1: 1,527 shares 1,527 $312K 0.01% +158 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,913 shares; 2025Q4: 7,023 shares; 2026Q1: 6,043 shares 6,043 $310K 0.01% -980 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,675 shares; 2026Q1: 4,822 shares 4,822 $310K 0.01% +1,147 Timeline