SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,423 shares; 2025Q1: 5,401 shares; 2025Q2: 5,951 shares; 2025Q3: 7,066 shares; 2025Q4: 6,924 shares; 2026Q1: 6,915 shares 6,915 $650K 0.03% -9 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,722 shares; 2025Q1: 4,621 shares; 2025Q2: 4,621 shares; 2025Q3: 4,646 shares; 2025Q4: 4,513 shares; 2026Q1: 4,306 shares 4,306 $648K 0.03% -207 Timeline OEF 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: 1,003 shares; 2024Q4: 1,039 shares; 2025Q1: 1,040 shares; 2025Q2: 1,041 shares; 2025Q3: 1,719 shares; 2025Q4: 2,117 shares; 2026Q1: 2,034 shares 2,034 $647K 0.03% -83 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 11,897 shares; 2025Q1: 11,779 shares; 2025Q2: 12,759 shares; 2025Q3: 12,792 shares; 2025Q4: 13,538 shares; 2026Q1: 15,415 shares 15,415 $647K 0.03% +1,877 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,640 shares; 2024Q4: 55,250 shares; 2025Q1: 73,883 shares; 2025Q2: 85,205 shares; 2025Q3: 79,582 shares; 2025Q4: 70,539 shares; 2026Q1: 72,858 shares 72,858 $647K 0.03% +2,319 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 11,369 shares; 2025Q1: 7,983 shares; 2025Q2: 7,754 shares; 2025Q3: 8,028 shares; 2025Q4: 7,034 shares; 2026Q1: 5,801 shares 5,801 $646K 0.03% -1,233 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: 2,102 shares; 2024Q4: 2,496 shares; 2025Q1: 2,527 shares; 2025Q2: 2,638 shares; 2025Q3: 2,692 shares; 2025Q4: 2,761 shares; 2026Q1: 3,108 shares 3,108 $646K 0.03% +347 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,588 shares; 2025Q1: 2,349 shares; 2025Q2: 1,726 shares; 2025Q3: 1,940 shares; 2025Q4: 1,952 shares; 2026Q1: 2,021 shares 2,021 $643K 0.03% +69 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 5,518 shares; 2025Q1: 5,467 shares; 2025Q2: 5,701 shares; 2025Q3: 5,683 shares; 2025Q4: 5,396 shares; 2026Q1: 6,231 shares 6,231 $643K 0.03% +835 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 4,604 shares; 2025Q1: 3,367 shares; 2025Q2: 3,275 shares; 2025Q3: 4,350 shares; 2025Q4: 5,645 shares; 2026Q1: 4,214 shares 4,214 $636K 0.03% -1,431 Timeline RYLD 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: 77,718 shares; 2024Q4: 72,818 shares; 2025Q1: 68,060 shares; 2025Q2: 70,606 shares; 2025Q3: 68,911 shares; 2025Q4: 46,861 shares; 2026Q1: 42,449 shares 42,449 $635K 0.03% -4,412 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,973 shares; 2025Q2: 10,976 shares; 2025Q3: 12,205 shares; 2025Q4: 12,352 shares; 2026Q1: 12,516 shares 12,516 $633K 0.03% +164 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: 11,375 shares; 2026Q1: 11,114 shares 11,114 $633K 0.03% -261 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: 3,785 shares; 2024Q4: 4,059 shares; 2025Q1: 4,798 shares; 2025Q2: 4,806 shares; 2025Q3: 4,685 shares; 2025Q4: 4,686 shares; 2026Q1: 5,567 shares 5,567 $632K 0.03% +881 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,437 shares; 2024Q4: 50,760 shares; 2025Q1: 51,585 shares; 2025Q2: 51,825 shares; 2025Q3: 52,104 shares; 2025Q4: 56,300 shares; 2026Q1: 56,583 shares 56,583 $631K 0.03% +283 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 10,379 shares; 2025Q1: 10,380 shares; 2025Q2: 10,268 shares; 2025Q3: 10,280 shares; 2025Q4: 15,418 shares; 2026Q1: 15,594 shares 15,594 $631K 0.03% +176 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: 7,944 shares; 2024Q4: 7,895 shares; 2025Q1: 7,602 shares; 2025Q2: 7,953 shares; 2025Q3: 8,088 shares; 2025Q4: 8,574 shares; 2026Q1: 8,604 shares 8,604 $630K 0.03% +30 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 11,463 shares; 2025Q1: 12,037 shares; 2025Q2: 11,986 shares; 2025Q3: 11,728 shares; 2025Q4: 12,179 shares; 2026Q1: 12,682 shares 12,682 $629K 0.03% +503 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: 10,604 shares; 2024Q4: 10,713 shares; 2025Q1: 10,500 shares; 2025Q2: 9,899 shares; 2025Q3: 10,512 shares; 2025Q4: 9,925 shares; 2026Q1: 8,817 shares 8,817 $628K 0.03% -1,108 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,926 shares; 2026Q1: 13,228 shares 13,228 $627K 0.03% +1,302 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,054 shares; 2025Q1: 2,938 shares; 2025Q2: 3,050 shares; 2025Q3: 3,068 shares; 2025Q4: 4,199 shares; 2026Q1: 4,101 shares 4,101 $626K 0.03% -98 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: 1,256 shares; 2025Q4: 1,240 shares; 2026Q1: 891 shares 891 $626K 0.03% -349 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 30,449 shares; 2025Q4: 20,577 shares; 2026Q1: 31,617 shares 31,617 $625K 0.03% +11,040 Timeline IGRO 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: 7,406 shares 7,406 $620K 0.03% 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: 16,535 shares; 2024Q4: 17,924 shares; 2025Q1: 18,102 shares; 2025Q2: 22,961 shares; 2025Q3: 13,693 shares; 2025Q4: 21,666 shares; 2026Q1: 16,807 shares 16,807 $618K 0.03% -4,859 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: 17,795 shares; 2024Q4: 19,193 shares; 2025Q1: 19,078 shares; 2025Q2: 17,567 shares; 2025Q3: 17,049 shares; 2025Q4: 16,648 shares; 2026Q1: 16,573 shares 16,573 $617K 0.03% -75 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,082 shares; 2024Q4: 15,300 shares; 2025Q1: 16,456 shares; 2025Q2: 15,893 shares; 2025Q3: 15,935 shares; 2025Q4: 15,637 shares; 2026Q1: 13,544 shares 13,544 $616K 0.03% -2,093 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 941 shares; 2025Q4: 3,987 shares; 2026Q1: 2,984 shares 2,984 $616K 0.03% -1,003 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,253 shares; 2024Q4: 76,053 shares; 2025Q1: 71,243 shares; 2025Q2: 87,443 shares; 2025Q3: 92,443 shares; 2025Q4: 97,443 shares; 2026Q1: 92,643 shares 92,643 $612K 0.03% -4,800 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: 13,338 shares; 2024Q4: 8,048 shares; 2025Q1: 6,504 shares; 2025Q2: 7,896 shares; 2025Q3: 7,352 shares; 2025Q4: 7,249 shares; 2026Q1: 8,423 shares 8,423 $612K 0.03% +1,174 Timeline FAN 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: 28,136 shares; 2024Q4: 25,254 shares; 2025Q1: 19,970 shares; 2025Q2: 18,032 shares; 2025Q3: 18,388 shares; 2025Q4: 17,652 shares; 2026Q1: 24,516 shares 24,516 $607K 0.03% +6,864 Timeline VV 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: 2,363 shares; 2024Q4: 2,123 shares; 2025Q1: 1,853 shares; 2025Q2: 2,195 shares; 2025Q3: 2,017 shares; 2025Q4: 2,019 shares; 2026Q1: 2,024 shares 2,024 $605K 0.03% +5 Timeline SPYT TIDAL TRUST II More: the full row for TIDAL 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: 20,014 shares; 2026Q1: 37,092 shares 37,092 $605K 0.03% +17,078 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: 1,925 shares; 2024Q4: 2,158 shares; 2025Q1: 2,243 shares; 2025Q2: 2,558 shares; 2025Q3: 2,035 shares; 2025Q4: 2,700 shares; 2026Q1: 2,516 shares 2,516 $602K 0.03% -184 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,339 shares; 2025Q3: 2,914 shares; 2025Q4: 2,807 shares; 2026Q1: 3,624 shares 3,624 $601K 0.03% +817 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: not reported; 2024Q4: 2,688 shares; 2025Q1: 2,309 shares; 2025Q2: 2,392 shares; 2025Q3: 2,393 shares; 2025Q4: 2,395 shares; 2026Q1: 2,573 shares 2,573 $600K 0.03% +178 Timeline COWZ 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: 6,177 shares; 2024Q4: 8,316 shares; 2025Q1: 11,009 shares; 2025Q2: 11,634 shares; 2025Q3: 11,205 shares; 2025Q4: 10,305 shares; 2026Q1: 9,582 shares 9,582 $599K 0.03% -723 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,869 shares; 2024Q4: 10,229 shares; 2025Q1: 9,492 shares; 2025Q2: 15,533 shares; 2025Q3: 9,909 shares; 2025Q4: 10,712 shares; 2026Q1: 11,113 shares 11,113 $599K 0.03% +401 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,435 shares; 2024Q4: 16,135 shares; 2025Q1: 16,135 shares; 2025Q2: 18,148 shares; 2025Q3: 20,998 shares; 2025Q4: 20,548 shares; 2026Q1: 19,865 shares 19,865 $598K 0.03% -683 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 3,212 shares; 2025Q1: 2,960 shares; 2025Q2: 3,284 shares; 2025Q3: 3,221 shares; 2025Q4: 3,294 shares; 2026Q1: 3,147 shares 3,147 $597K 0.03% -147 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: 6,360 shares; 2024Q4: 7,621 shares; 2025Q1: 7,528 shares; 2025Q2: 7,262 shares; 2025Q3: 8,389 shares; 2025Q4: 8,540 shares; 2026Q1: 8,420 shares 8,420 $595K 0.03% -120 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,585 shares; 2024Q4: 467,836 shares; 2025Q1: 365,886 shares; 2025Q2: 278,776 shares; 2025Q3: 187,251 shares; 2025Q4: 194,371 shares; 2026Q1: 263,013 shares 263,013 $594K 0.03% +68,642 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 9,515 shares; 2025Q1: 10,741 shares; 2025Q2: 10,783 shares; 2025Q3: 11,435 shares; 2025Q4: 11,758 shares; 2026Q1: 10,708 shares 10,708 $594K 0.03% -1,050 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 8,964 shares; 2025Q1: not reported; 2025Q2: 22,876 shares; 2025Q3: 22,918 shares; 2025Q4: 22,980 shares; 2026Q1: 23,104 shares 23,104 $592K 0.03% +124 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: 10,832 shares; 2024Q4: 13,881 shares; 2025Q1: 13,728 shares; 2025Q2: 13,729 shares; 2025Q3: 14,990 shares; 2025Q4: 14,092 shares; 2026Q1: 13,880 shares 13,880 $591K 0.03% -212 Timeline KNG 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: 12,117 shares; 2026Q1: 12,117 shares 12,117 $590K 0.03% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,363 shares; 2025Q1: 1,373 shares; 2025Q2: 1,433 shares; 2025Q3: 1,584 shares; 2025Q4: 1,584 shares; 2026Q1: 1,948 shares 1,948 $580K 0.03% +364 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 8,900 shares; 2025Q1: 9,182 shares; 2025Q2: 10,041 shares; 2025Q3: 11,561 shares; 2025Q4: 11,251 shares; 2026Q1: 12,678 shares 12,678 $578K 0.03% +1,427 Timeline RDVY 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: 7,426 shares; 2024Q4: 8,303 shares; 2025Q1: 8,636 shares; 2025Q2: 8,986 shares; 2025Q3: 7,227 shares; 2025Q4: 7,153 shares; 2026Q1: 8,468 shares 8,468 $578K 0.03% +1,315 Timeline IWB 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: 1,682 shares; 2024Q4: 1,725 shares; 2025Q1: 1,761 shares; 2025Q2: 1,747 shares; 2025Q3: 1,731 shares; 2025Q4: 1,768 shares; 2026Q1: 1,621 shares 1,621 $578K 0.03% -147 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,550 shares; 2025Q4: 5,450 shares; 2026Q1: 7,725 shares 7,725 $574K 0.03% +2,275 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: 10,918 shares; 2024Q4: 11,336 shares; 2025Q1: 10,835 shares; 2025Q2: 11,430 shares; 2025Q3: 11,238 shares; 2025Q4: 11,224 shares; 2026Q1: 12,530 shares 12,530 $570K 0.03% +1,306 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,651 shares; 2024Q4: 83,621 shares; 2025Q1: 86,549 shares; 2025Q2: 92,692 shares; 2025Q3: 94,010 shares; 2025Q4: 96,812 shares; 2026Q1: 101,476 shares 101,476 $568K 0.03% +4,664 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST 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: 27,572 shares; 2026Q1: 31,364 shares 31,364 $565K 0.03% +3,792 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,439 shares; 2026Q1: 6,928 shares 6,928 $558K 0.03% +2,489 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,637 shares; 2024Q4: 9,623 shares; 2025Q1: 7,511 shares; 2025Q2: 8,011 shares; 2025Q3: 7,843 shares; 2025Q4: 7,423 shares; 2026Q1: 7,348 shares 7,348 $555K 0.03% -75 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: 5,129 shares; 2024Q4: 5,137 shares; 2025Q1: 4,888 shares; 2025Q2: 5,020 shares; 2025Q3: 4,763 shares; 2025Q4: 4,665 shares; 2026Q1: 4,666 shares 4,666 $552K 0.03% +1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,875 shares; 2024Q4: 6,569 shares; 2025Q1: 7,029 shares; 2025Q2: 6,804 shares; 2025Q3: 6,822 shares; 2025Q4: 6,933 shares; 2026Q1: 7,314 shares 7,314 $549K 0.03% +381 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,148 shares; 2024Q4: 57,513 shares; 2025Q1: 67,951 shares; 2025Q2: 61,322 shares; 2025Q3: 62,703 shares; 2025Q4: 55,737 shares; 2026Q1: 53,418 shares 53,418 $549K 0.03% -2,319 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,989 shares; 2025Q1: 2,836 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,306 shares 5,306 $549K 0.03% new 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: 16,575 shares; 2024Q4: 10,446 shares; 2025Q1: 10,035 shares; 2025Q2: 10,051 shares; 2025Q3: 9,983 shares; 2025Q4: 9,462 shares; 2026Q1: 9,933 shares 9,933 $548K 0.03% +471 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,801 shares; 2025Q1: 2,630 shares; 2025Q2: 2,705 shares; 2025Q3: 2,605 shares; 2025Q4: 2,520 shares; 2026Q1: 2,510 shares 2,510 $544K 0.03% -10 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 5,983 shares; 2025Q1: 5,230 shares; 2025Q2: 5,130 shares; 2025Q3: 5,120 shares; 2025Q4: 5,393 shares; 2026Q1: 4,969 shares 4,969 $543K 0.03% -424 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,684 shares; 2024Q4: 30,707 shares; 2025Q1: 26,650 shares; 2025Q2: 24,119 shares; 2025Q3: 25,667 shares; 2025Q4: 25,250 shares; 2026Q1: 28,265 shares 28,265 $543K 0.03% +3,015 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: 13,937 shares; 2024Q4: 14,678 shares; 2025Q1: 19,419 shares; 2025Q2: 15,839 shares; 2025Q3: 14,116 shares; 2025Q4: 13,328 shares; 2026Q1: 11,983 shares 11,983 $542K 0.03% -1,345 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,290 shares; 2024Q4: 23,043 shares; 2025Q1: 22,967 shares; 2025Q2: 24,844 shares; 2025Q3: 27,270 shares; 2025Q4: 28,639 shares; 2026Q1: 28,537 shares 28,537 $541K 0.03% -102 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,491 shares 8,491 $540K 0.03% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: 8,243 shares; 2026Q1: 8,668 shares 8,668 $540K 0.03% +425 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: 5,424 shares; 2024Q4: 5,376 shares; 2025Q1: 4,478 shares; 2025Q2: 4,691 shares; 2025Q3: 4,706 shares; 2025Q4: 4,658 shares; 2026Q1: 4,547 shares 4,547 $539K 0.03% -111 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,028 shares; 2024Q4: 30,568 shares; 2025Q1: 31,590 shares; 2025Q2: 62,357 shares; 2025Q3: 64,310 shares; 2025Q4: 63,919 shares; 2026Q1: 66,709 shares 66,709 $539K 0.03% +2,790 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,678 shares; 2024Q4: 54,815 shares; 2025Q1: 65,562 shares; 2025Q2: 74,351 shares; 2025Q3: 41,545 shares; 2025Q4: 40,943 shares; 2026Q1: 37,236 shares 37,236 $537K 0.03% -3,707 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,350 shares; 2025Q1: 18,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,830 shares 15,830 $536K 0.02% new 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: 1,839 shares; 2024Q4: 1,825 shares; 2025Q1: 1,828 shares; 2025Q2: 2,189 shares; 2025Q3: 2,239 shares; 2025Q4: 2,554 shares; 2026Q1: 2,533 shares 2,533 $535K 0.02% -21 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 9,562 shares; 2025Q1: 9,794 shares; 2025Q2: 10,119 shares; 2025Q3: 10,139 shares; 2025Q4: 10,387 shares; 2026Q1: 10,284 shares 10,284 $535K 0.02% -103 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,441 shares; 2026Q1: 7,462 shares 7,462 $534K 0.02% -1,979 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 360 shares; 2025Q3: 373 shares; 2025Q4: 1,121 shares; 2026Q1: 1,123 shares 1,123 $533K 0.02% +2 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: 4,617 shares; 2024Q4: 4,518 shares; 2025Q1: 2,909 shares; 2025Q2: 3,320 shares; 2025Q3: 3,727 shares; 2025Q4: 3,797 shares; 2026Q1: 3,769 shares 3,769 $532K 0.02% -28 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,862 shares; 2025Q1: 1,732 shares; 2025Q2: 1,535 shares; 2025Q3: 1,562 shares; 2025Q4: 1,660 shares; 2026Q1: 1,275 shares 1,275 $531K 0.02% -385 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: 10,566 shares; 2026Q1: 10,660 shares 10,660 $530K 0.02% +94 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 6,944 shares; 2025Q1: 6,948 shares; 2025Q2: 5,595 shares; 2025Q3: 6,043 shares; 2025Q4: 6,198 shares; 2026Q1: 5,654 shares 5,654 $530K 0.02% -544 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: 10,940 shares; 2024Q4: 11,247 shares; 2025Q1: 11,948 shares; 2025Q2: 11,067 shares; 2025Q3: 11,254 shares; 2025Q4: 10,803 shares; 2026Q1: 11,499 shares 11,499 $527K 0.02% +696 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,417 shares; 2025Q1: 6,665 shares; 2025Q2: 7,146 shares; 2025Q3: 8,821 shares; 2025Q4: 10,521 shares; 2026Q1: 10,644 shares 10,644 $526K 0.02% +123 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,439 shares 4,439 $524K 0.02% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,899 shares; 2025Q4: 19,744 shares; 2026Q1: 13,010 shares 13,010 $523K 0.02% -6,734 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 15,298 shares; 2025Q1: 15,402 shares; 2025Q2: 19,793 shares; 2025Q3: 19,796 shares; 2025Q4: 20,785 shares; 2026Q1: 16,873 shares 16,873 $522K 0.02% -3,912 Timeline IYT 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: 5,016 shares; 2024Q4: 5,019 shares; 2025Q1: 5,122 shares; 2025Q2: 5,124 shares; 2025Q3: 5,127 shares; 2025Q4: 5,129 shares; 2026Q1: 6,996 shares 6,996 $522K 0.02% +1,867 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: 1,951 shares; 2024Q4: 1,976 shares; 2025Q1: 2,146 shares; 2025Q2: 1,937 shares; 2025Q3: 2,827 shares; 2025Q4: 1,923 shares; 2026Q1: 2,404 shares 2,404 $519K 0.02% +481 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,960 shares; 2026Q1: 14,575 shares 14,575 $519K 0.02% +3,615 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,439 shares; 2025Q1: 1,336 shares; 2025Q2: 1,664 shares; 2025Q3: 1,454 shares; 2025Q4: 1,311 shares; 2026Q1: 1,500 shares 1,500 $518K 0.02% +189 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is 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: 7,534 shares 7,534 $515K 0.02% new 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: 15,670 shares; 2024Q4: 14,695 shares; 2025Q1: 12,567 shares; 2025Q2: 10,913 shares; 2025Q3: 16,483 shares; 2025Q4: 9,687 shares; 2026Q1: 8,547 shares 8,547 $514K 0.02% -1,140 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,553 shares; 2024Q4: 11,428 shares; 2025Q1: 10,893 shares; 2025Q2: 10,311 shares; 2025Q3: 10,579 shares; 2025Q4: 12,371 shares; 2026Q1: 11,447 shares 11,447 $513K 0.02% -924 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $508K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 1,984 shares; 2025Q1: 1,758 shares; 2025Q2: 1,857 shares; 2025Q3: 1,359 shares; 2025Q4: 1,361 shares; 2026Q1: 1,770 shares 1,770 $508K 0.02% +409 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,498 shares; 2024Q4: 32,498 shares; 2025Q1: 36,498 shares; 2025Q2: 33,691 shares; 2025Q3: 43,991 shares; 2025Q4: 50,766 shares; 2026Q1: 60,071 shares 60,071 $507K 0.02% +9,305 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: 740 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $506K 0.02% 0 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: 6,418 shares; 2024Q4: 6,669 shares; 2025Q1: 6,831 shares; 2025Q2: 6,521 shares; 2025Q3: 6,478 shares; 2025Q4: 6,203 shares; 2026Q1: 6,705 shares 6,705 $504K 0.02% +502 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 2,550 shares 2,550 $503K 0.02% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 10,628 shares; 2025Q1: 9,742 shares; 2025Q2: 9,562 shares; 2025Q3: 9,119 shares; 2025Q4: 8,524 shares; 2026Q1: 8,395 shares 8,395 $501K 0.02% -129 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: not reported; 2025Q4: not reported; 2026Q1: 3,717 shares 3,717 $500K 0.02% new Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,754 shares; 2024Q4: 62,227 shares; 2025Q1: 45,483 shares; 2025Q2: 43,530 shares; 2025Q3: 34,277 shares; 2025Q4: 79,791 shares; 2026Q1: 18,985 shares 18,985 $500K 0.02% -60,806 Timeline STXK 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: 10,872 shares; 2024Q4: 14,529 shares; 2025Q1: 14,296 shares; 2025Q2: 14,233 shares; 2025Q3: 14,057 shares; 2025Q4: 14,253 shares; 2026Q1: 14,950 shares 14,950 $499K 0.02% +697 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,263 shares; 2025Q1: 3,220 shares; 2025Q2: 2,729 shares; 2025Q3: 2,737 shares; 2025Q4: 2,726 shares; 2026Q1: 2,735 shares 2,735 $499K 0.02% +9 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: 14,185 shares; 2024Q4: 15,169 shares; 2025Q1: 14,621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,606 shares; 2026Q1: 17,520 shares 17,520 $498K 0.02% +9,914 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 4,297 shares; 2025Q1: 4,314 shares; 2025Q2: 4,433 shares; 2025Q3: 4,450 shares; 2025Q4: 4,209 shares; 2026Q1: 6,078 shares 6,078 $498K 0.02% +1,869 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,579 shares; 2024Q4: 42,627 shares; 2025Q1: 36,644 shares; 2025Q2: 29,999 shares; 2025Q3: 29,740 shares; 2025Q4: 38,106 shares; 2026Q1: 57,854 shares 57,854 $496K 0.02% +19,748 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,639 shares; 2025Q1: 2,288 shares; 2025Q2: 2,357 shares; 2025Q3: 2,463 shares; 2025Q4: 2,417 shares; 2026Q1: 2,399 shares 2,399 $496K 0.02% -18 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: 5,493 shares; 2025Q4: 6,995 shares; 2026Q1: 7,160 shares 7,160 $495K 0.02% +165 Timeline QCLN 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: 69,885 shares; 2024Q4: 58,699 shares; 2025Q1: 20,024 shares; 2025Q2: 10,436 shares; 2025Q3: 10,260 shares; 2025Q4: 10,042 shares; 2026Q1: 10,625 shares 10,625 $494K 0.02% +583 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: 4,142 shares; 2024Q4: 4,027 shares; 2025Q1: 4,012 shares; 2025Q2: 4,225 shares; 2025Q3: 4,234 shares; 2025Q4: 3,971 shares; 2026Q1: 3,384 shares 3,384 $493K 0.02% -587 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,449 shares; 2025Q1: 2,389 shares; 2025Q2: 2,257 shares; 2025Q3: 2,132 shares; 2025Q4: 1,973 shares; 2026Q1: 1,847 shares 1,847 $493K 0.02% -126 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: not reported; 2025Q4: 1,770 shares; 2026Q1: 1,653 shares 1,653 $490K 0.02% -117 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,771 shares; 2024Q4: 9,554 shares; 2025Q1: 9,582 shares; 2025Q2: 9,619 shares; 2025Q3: 9,651 shares; 2025Q4: 9,582 shares; 2026Q1: 9,325 shares 9,325 $490K 0.02% -257 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,184 shares; 2025Q1: 2,954 shares; 2025Q2: 2,833 shares; 2025Q3: 2,841 shares; 2025Q4: 2,761 shares; 2026Q1: 2,517 shares 2,517 $490K 0.02% -244 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 5,723 shares; 2025Q1: 6,046 shares; 2025Q2: 6,241 shares; 2025Q3: 6,005 shares; 2025Q4: 5,552 shares; 2026Q1: 6,128 shares 6,128 $488K 0.02% +576 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,401 shares; 2025Q4: not reported; 2026Q1: 44,264 shares 44,264 $487K 0.02% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 30,558 shares; 2026Q1: 29,312 shares 29,312 $487K 0.02% -1,246 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,317 shares 5,317 $487K 0.02% new 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: 25,015 shares; 2024Q4: 28,515 shares; 2025Q1: 30,452 shares; 2025Q2: 28,293 shares; 2025Q3: 28,535 shares; 2025Q4: 28,001 shares; 2026Q1: 27,002 shares 27,002 $487K 0.02% -999 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,042 shares; 2025Q1: 2,358 shares; 2025Q2: 1,754 shares; 2025Q3: 1,702 shares; 2025Q4: 1,758 shares; 2026Q1: 2,794 shares 2,794 $485K 0.02% +1,036 Timeline EFG 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: 1,825 shares; 2025Q4: 2,094 shares; 2026Q1: 4,352 shares 4,352 $485K 0.02% +2,258 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 123 shares; 2025Q1: 129 shares; 2025Q2: 120 shares; 2025Q3: 119 shares; 2025Q4: 106 shares; 2026Q1: 115 shares 115 $484K 0.02% +9 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 4,000 shares 4,000 $482K 0.02% new 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: 2,539 shares; 2024Q4: 2,315 shares; 2025Q1: 1,960 shares; 2025Q2: 2,601 shares; 2025Q3: 3,102 shares; 2025Q4: 3,066 shares; 2026Q1: 3,060 shares 3,060 $481K 0.02% -6 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 466 shares; 2025Q1: 475 shares; 2025Q2: 357 shares; 2025Q3: 346 shares; 2025Q4: 383 shares; 2026Q1: 441 shares 441 $481K 0.02% +58 Timeline VOT 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: not reported; 2024Q4: not reported; 2025Q1: 953 shares; 2025Q2: 1,042 shares; 2025Q3: 1,062 shares; 2025Q4: 1,099 shares; 2026Q1: 1,862 shares 1,862 $479K 0.02% +763 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,476 shares; 2024Q4: 16,571 shares; 2025Q1: 16,571 shares; 2025Q2: 19,278 shares; 2025Q3: 19,760 shares; 2025Q4: 21,659 shares; 2026Q1: 27,589 shares 27,589 $478K 0.02% +5,930 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,013 shares; 2024Q4: 41,025 shares; 2025Q1: 41,667 shares; 2025Q2: 41,699 shares; 2025Q3: 53,811 shares; 2025Q4: 59,482 shares; 2026Q1: 55,115 shares 55,115 $477K 0.02% -4,367 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,127 shares; 2025Q4: 11,133 shares; 2026Q1: 13,822 shares 13,822 $476K 0.02% +2,689 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,359 shares; 2024Q4: 10,324 shares; 2025Q1: 10,283 shares; 2025Q2: 15,518 shares; 2025Q3: 15,559 shares; 2025Q4: 28,404 shares; 2026Q1: 28,736 shares 28,736 $472K 0.02% +332 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,572 shares; 2026Q1: 8,903 shares 8,903 $471K 0.02% +331 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL 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: 38,472 shares; 2026Q1: 36,245 shares 36,245 $470K 0.02% -2,227 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,607 shares; 2024Q4: 14,625 shares; 2025Q1: 13,211 shares; 2025Q2: 12,301 shares; 2025Q3: 11,931 shares; 2025Q4: 12,191 shares; 2026Q1: 12,425 shares 12,425 $470K 0.02% +234 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,696 shares; 2025Q3: 7,571 shares; 2025Q4: 7,571 shares; 2026Q1: 7,921 shares 7,921 $469K 0.02% +350 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,753 shares; 2025Q4: 17,994 shares; 2026Q1: 20,326 shares 20,326 $467K 0.02% +2,332 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: 7,777 shares; 2024Q4: 7,146 shares; 2025Q1: 7,492 shares; 2025Q2: 6,890 shares; 2025Q3: 7,046 shares; 2025Q4: 6,890 shares; 2026Q1: 6,992 shares 6,992 $465K 0.02% +102 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares 731 $464K 0.02% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,487 shares; 2025Q1: 2,819 shares; 2025Q2: 3,105 shares; 2025Q3: 2,966 shares; 2025Q4: 3,127 shares; 2026Q1: 3,684 shares 3,684 $464K 0.02% +557 Timeline JAAA 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: 14,534 shares; 2024Q4: 14,700 shares; 2025Q1: 14,652 shares; 2025Q2: 15,209 shares; 2025Q3: 14,480 shares; 2025Q4: 15,820 shares; 2026Q1: 9,174 shares 9,174 $462K 0.02% -6,646 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: 12,806 shares; 2024Q4: 14,852 shares; 2025Q1: 14,452 shares; 2025Q2: 12,249 shares; 2025Q3: 12,583 shares; 2025Q4: 11,171 shares; 2026Q1: 8,730 shares 8,730 $461K 0.02% -2,441 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 4,155 shares; 2025Q1: 4,806 shares; 2025Q2: 5,297 shares; 2025Q3: 4,806 shares; 2025Q4: 4,533 shares; 2026Q1: 5,939 shares 5,939 $458K 0.02% +1,406 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: 4,921 shares; 2024Q4: 3,593 shares; 2025Q1: 3,796 shares; 2025Q2: 3,499 shares; 2025Q3: 4,177 shares; 2025Q4: 4,178 shares; 2026Q1: 5,020 shares 5,020 $457K 0.02% +842 Timeline FTQI 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: 12,443 shares; 2025Q2: 18,335 shares; 2025Q3: not reported; 2025Q4: 19,764 shares; 2026Q1: 22,922 shares 22,922 $457K 0.02% +3,158 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,770 shares; 2025Q1: 3,539 shares; 2025Q2: 4,169 shares; 2025Q3: 4,967 shares; 2025Q4: 5,626 shares; 2026Q1: 6,413 shares 6,413 $456K 0.02% +787 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6,083 shares; 2025Q1: 6,121 shares; 2025Q2: 6,245 shares; 2025Q3: 6,756 shares; 2025Q4: 7,549 shares; 2026Q1: 7,284 shares 7,284 $456K 0.02% -265 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,674 shares; 2024Q4: 26,998 shares; 2025Q1: 26,433 shares; 2025Q2: 25,433 shares; 2025Q3: 24,543 shares; 2025Q4: 22,043 shares; 2026Q1: 20,843 shares 20,843 $454K 0.02% -1,200 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,837 shares; 2024Q4: 44,417 shares; 2025Q1: 43,334 shares; 2025Q2: 59,219 shares; 2025Q3: 57,303 shares; 2025Q4: 69,895 shares; 2026Q1: 69,985 shares 69,985 $454K 0.02% +90 Timeline FVD 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: 8,474 shares; 2024Q4: 8,786 shares; 2025Q1: 9,505 shares; 2025Q2: 9,526 shares; 2025Q3: 9,546 shares; 2025Q4: 9,362 shares; 2026Q1: 9,634 shares 9,634 $453K 0.02% +272 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,195 shares; 2024Q4: 36,519 shares; 2025Q1: 36,196 shares; 2025Q2: 34,822 shares; 2025Q3: 35,402 shares; 2025Q4: 35,155 shares; 2026Q1: 35,195 shares 35,195 $453K 0.02% +40 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: 2,378 shares; 2024Q4: 2,641 shares; 2025Q1: 2,678 shares; 2025Q2: 2,834 shares; 2025Q3: 2,914 shares; 2025Q4: 3,359 shares; 2026Q1: 3,520 shares 3,520 $451K 0.02% +161 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,632 shares 11,632 $451K 0.02% new Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,213 shares; 2025Q1: 9,017 shares; 2025Q2: 9,020 shares; 2025Q3: 9,914 shares; 2025Q4: 12,335 shares; 2026Q1: 15,347 shares 15,347 $450K 0.02% +3,012 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,374 shares; 2024Q4: 11,420 shares; 2025Q1: 10,188 shares; 2025Q2: 7,998 shares; 2025Q3: 8,014 shares; 2025Q4: 7,250 shares; 2026Q1: 6,913 shares 6,913 $450K 0.02% -337 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 6,962 shares; 2025Q1: 9,442 shares; 2025Q2: 8,392 shares; 2025Q3: 31,134 shares; 2025Q4: 10,513 shares; 2026Q1: 20,165 shares 20,165 $449K 0.02% +9,652 Timeline DWX 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: 10,945 shares; 2024Q4: 10,392 shares; 2025Q1: 10,674 shares; 2025Q2: 10,825 shares; 2025Q3: 10,921 shares; 2025Q4: 10,004 shares; 2026Q1: 9,843 shares 9,843 $449K 0.02% -161 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,166 shares; 2025Q1: 1,121 shares; 2025Q2: 1,360 shares; 2025Q3: 1,388 shares; 2025Q4: 1,497 shares; 2026Q1: 1,542 shares 1,542 $448K 0.02% +45 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 4,587 shares; 2025Q1: 4,740 shares; 2025Q2: 4,768 shares; 2025Q3: 4,831 shares; 2025Q4: 5,587 shares; 2026Q1: 5,546 shares 5,546 $447K 0.02% -41 Timeline IMCB 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: 5,937 shares; 2024Q4: 4,923 shares; 2025Q1: 4,923 shares; 2025Q2: 6,354 shares; 2025Q3: 6,154 shares; 2025Q4: 6,154 shares; 2026Q1: 5,356 shares 5,356 $447K 0.02% -798 Timeline AGZD 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: 11,129 shares; 2024Q4: 12,625 shares; 2025Q1: 12,475 shares; 2025Q2: 16,915 shares; 2025Q3: 18,641 shares; 2025Q4: 19,720 shares; 2026Q1: 19,815 shares 19,815 $447K 0.02% +95 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,170 shares; 2025Q1: 2,273 shares; 2025Q2: 1,724 shares; 2025Q3: 2,035 shares; 2025Q4: 2,805 shares; 2026Q1: 2,976 shares 2,976 $446K 0.02% +171 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,865 shares 18,865 $446K 0.02% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,677 shares; 2024Q4: 102,644 shares; 2025Q1: 102,594 shares; 2025Q2: 102,594 shares; 2025Q3: 71,665 shares; 2025Q4: 77,285 shares; 2026Q1: 73,885 shares 73,885 $446K 0.02% -3,400 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 767 shares; 2025Q1: 768 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 741 shares; 2026Q1: 722 shares 722 $445K 0.02% -19 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: 1,661 shares; 2024Q4: 1,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,961 shares; 2025Q4: not reported; 2026Q1: 4,807 shares 4,807 $445K 0.02% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,901 shares; 2025Q1: 4,193 shares; 2025Q2: 4,366 shares; 2025Q3: 4,308 shares; 2025Q4: 4,962 shares; 2026Q1: 3,710 shares 3,710 $440K 0.02% -1,252 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: 4,586 shares; 2024Q4: 4,683 shares; 2025Q1: 4,633 shares; 2025Q2: 4,629 shares; 2025Q3: 4,688 shares; 2025Q4: 4,788 shares; 2026Q1: 4,594 shares 4,594 $440K 0.02% -194 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: 5,109 shares; 2024Q4: 4,505 shares; 2025Q1: 4,463 shares; 2025Q2: 4,503 shares; 2025Q3: 4,519 shares; 2025Q4: 4,374 shares; 2026Q1: 4,150 shares 4,150 $439K 0.02% -224 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,671 shares; 2025Q1: 2,982 shares; 2025Q2: 2,494 shares; 2025Q3: 2,197 shares; 2025Q4: 2,291 shares; 2026Q1: 2,341 shares 2,341 $437K 0.02% +50 Timeline AOHY 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: 33,497 shares; 2025Q3: 36,913 shares; 2025Q4: 39,734 shares; 2026Q1: 39,939 shares 39,939 $437K 0.02% +205 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 44,264 shares; 2025Q1: 44,330 shares; 2025Q2: 44,144 shares; 2025Q3: 42,193 shares; 2025Q4: 39,730 shares; 2026Q1: 37,694 shares 37,694 $433K 0.02% -2,036 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: 935 shares; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 985 shares; 2025Q3: 1,260 shares; 2025Q4: 1,435 shares; 2026Q1: 1,455 shares 1,455 $432K 0.02% +20 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,303 shares; 2026Q1: 1,593 shares 1,593 $431K 0.02% +290 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: 21,187 shares; 2025Q2: 18,255 shares; 2025Q3: 17,530 shares; 2025Q4: 16,224 shares; 2026Q1: 14,818 shares 14,818 $429K 0.02% -1,406 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: 2,007 shares; 2024Q4: 1,850 shares; 2025Q1: 1,813 shares; 2025Q2: 1,853 shares; 2025Q3: 1,847 shares; 2025Q4: 1,787 shares; 2026Q1: 1,716 shares 1,716 $429K 0.02% -71 Timeline USHY 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: 16,967 shares; 2024Q4: 13,140 shares; 2025Q1: 12,379 shares; 2025Q2: 12,774 shares; 2025Q3: 11,034 shares; 2025Q4: 11,628 shares; 2026Q1: 11,597 shares 11,597 $427K 0.02% -31 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 8,159 shares; 2025Q1: 6,482 shares; 2025Q2: 5,904 shares; 2025Q3: 5,281 shares; 2025Q4: 5,324 shares; 2026Q1: 4,263 shares 4,263 $427K 0.02% -1,061 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,569 shares; 2024Q4: 20,017 shares; 2025Q1: 15,333 shares; 2025Q2: 11,355 shares; 2025Q3: 10,829 shares; 2025Q4: 11,201 shares; 2026Q1: 10,608 shares 10,608 $426K 0.02% -593 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: 9,651 shares; 2024Q4: 10,603 shares; 2025Q1: 10,409 shares; 2025Q2: 12,896 shares; 2025Q3: 9,046 shares; 2025Q4: 9,026 shares; 2026Q1: 8,926 shares 8,926 $425K 0.02% -100 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,944 shares; 2025Q1: 5,073 shares; 2025Q2: 5,133 shares; 2025Q3: 5,115 shares; 2025Q4: 5,158 shares; 2026Q1: 4,998 shares 4,998 $424K 0.02% -160 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL 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: 16,954 shares; 2026Q1: 14,086 shares 14,086 $422K 0.02% -2,868 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,715 shares; 2025Q1: 41,093 shares; 2025Q2: 53,313 shares; 2025Q3: 59,663 shares; 2025Q4: 4,812 shares; 2026Q1: 8,509 shares 8,509 $422K 0.02% +3,697 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,142 shares 6,142 $421K 0.02% new Timeline CORO 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: 13,017 shares 13,017 $419K 0.02% new Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,315 shares; 2024Q4: 20,482 shares; 2025Q1: 20,516 shares; 2025Q2: 22,178 shares; 2025Q3: 28,528 shares; 2025Q4: 33,118 shares; 2026Q1: 37,434 shares 37,434 $417K 0.02% +4,316 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 55,751 shares; 2025Q4: 50,428 shares; 2026Q1: 46,272 shares 46,272 $417K 0.02% -4,156 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: 9,716 shares; 2024Q4: 17,484 shares; 2025Q1: 17,143 shares; 2025Q2: 16,571 shares; 2025Q3: 16,678 shares; 2025Q4: 17,932 shares; 2026Q1: 10,701 shares 10,701 $417K 0.02% -7,231 Timeline FAB 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: 3,924 shares; 2024Q4: 4,348 shares; 2025Q1: 4,055 shares; 2025Q2: 4,070 shares; 2025Q3: 4,086 shares; 2025Q4: 4,343 shares; 2026Q1: 4,358 shares 4,358 $412K 0.02% +15 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,509 shares; 2025Q2: 4,251 shares; 2025Q3: 5,813 shares; 2025Q4: 7,219 shares; 2026Q1: 4,986 shares 4,986 $411K 0.02% -2,233 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,429 shares; 2025Q4: 10,021 shares; 2026Q1: 13,240 shares 13,240 $411K 0.02% +3,219 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,512 shares; 2025Q1: 6,307 shares; 2025Q2: 6,337 shares; 2025Q3: 6,368 shares; 2025Q4: 6,800 shares; 2026Q1: 8,557 shares 8,557 $410K 0.02% +1,757 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,645 shares; 2025Q4: 10,065 shares; 2026Q1: 7,765 shares 7,765 $410K 0.02% -2,300 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,473 shares; 2025Q1: 5,515 shares; 2025Q2: 7,506 shares; 2025Q3: 7,546 shares; 2025Q4: 7,586 shares; 2026Q1: 7,628 shares 7,628 $408K 0.02% +42 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 7,240 shares; 2025Q1: 7,145 shares; 2025Q2: 6,811 shares; 2025Q3: 7,167 shares; 2025Q4: 7,044 shares; 2026Q1: 7,242 shares 7,242 $408K 0.02% +198 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,500 shares; 2024Q4: 56,606 shares; 2025Q1: 56,667 shares; 2025Q2: 49,772 shares; 2025Q3: 49,872 shares; 2025Q4: 39,500 shares; 2026Q1: 39,565 shares 39,565 $407K 0.02% +65 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 2,534 shares; 2025Q1: 2,534 shares; 2025Q2: 2,085 shares; 2025Q3: 2,185 shares; 2025Q4: 2,186 shares; 2026Q1: 2,200 shares 2,200 $406K 0.02% +14 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: 1,333 shares; 2024Q4: 1,337 shares; 2025Q1: 1,338 shares; 2025Q2: 1,408 shares; 2025Q3: 1,432 shares; 2025Q4: 1,375 shares; 2026Q1: 1,388 shares 1,388 $406K 0.02% +13 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 3,062 shares; 2025Q1: 5,083 shares; 2025Q2: 4,533 shares; 2025Q3: 4,220 shares; 2025Q4: 4,106 shares; 2026Q1: 4,078 shares 4,078 $405K 0.02% -28 Timeline BHR BRAEMAR HOTELS & RESORTS INC More: the full row for BRAEMAR HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,512 shares; 2024Q4: 65,954 shares; 2025Q1: 73,881 shares; 2025Q2: 74,255 shares; 2025Q3: 235,427 shares; 2025Q4: 199,609 shares; 2026Q1: 171,270 shares 171,270 $404K 0.02% -28,339 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,938 shares; 2025Q3: 5,245 shares; 2025Q4: 6,402 shares; 2026Q1: 6,478 shares 6,478 $404K 0.02% +76 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,830 shares; 2026Q1: 5,534 shares 5,534 $402K 0.02% +1,704 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,510 shares; 2025Q4: 20,970 shares; 2026Q1: 19,454 shares 19,454 $402K 0.02% -1,516 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,032 shares; 2024Q4: 23,955 shares; 2025Q1: 23,064 shares; 2025Q2: 21,925 shares; 2025Q3: 20,620 shares; 2025Q4: 20,078 shares; 2026Q1: 16,687 shares 16,687 $400K 0.02% -3,391 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 310 shares; 2025Q1: 339 shares; 2025Q2: 334 shares; 2025Q3: 314 shares; 2025Q4: 262 shares; 2026Q1: 231 shares 231 $400K 0.02% -31 Timeline THRO 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: 11,023 shares 11,023 $399K 0.02% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,264 shares; 2024Q4: 4,396 shares; 2025Q1: 4,398 shares; 2025Q2: 3,353 shares; 2025Q3: 3,355 shares; 2025Q4: 3,246 shares; 2026Q1: 3,015 shares 3,015 $398K 0.02% -231 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: 9,435 shares; 2024Q4: 9,140 shares; 2025Q1: not reported; 2025Q2: 7,428 shares; 2025Q3: 7,269 shares; 2025Q4: 7,293 shares; 2026Q1: 7,315 shares 7,315 $397K 0.02% +22 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: 6,109 shares; 2025Q1: 4,785 shares; 2025Q2: 4,777 shares; 2025Q3: 4,557 shares; 2025Q4: 3,478 shares; 2026Q1: 4,245 shares 4,245 $396K 0.02% +767 Timeline KRBN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,778 shares; 2025Q3: 11,488 shares; 2025Q4: 13,902 shares; 2026Q1: 13,344 shares 13,344 $396K 0.02% -558 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 5,748 shares; 2025Q1: 5,198 shares; 2025Q2: 4,960 shares; 2025Q3: 4,783 shares; 2025Q4: 3,976 shares; 2026Q1: 3,753 shares 3,753 $396K 0.02% -223 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,397 shares 14,397 $396K 0.02% new Timeline MCB METROPOLITAN BK HLDG CORP More: the full row for METROPOLITAN BK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,168 shares; 2025Q1: 5,168 shares; 2025Q2: 5,168 shares; 2025Q3: 5,168 shares; 2025Q4: 5,168 shares; 2026Q1: 4,745 shares 4,745 $395K 0.02% -423 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: 14,377 shares; 2024Q4: 13,425 shares; 2025Q1: 13,089 shares; 2025Q2: 18,238 shares; 2025Q3: 21,135 shares; 2025Q4: 23,276 shares; 2026Q1: 22,918 shares 22,918 $395K 0.02% -358 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 12,268 shares; 2025Q1: 16,831 shares; 2025Q2: 17,044 shares; 2025Q3: 17,257 shares; 2025Q4: 45,629 shares; 2026Q1: 47,724 shares 47,724 $393K 0.02% +2,095 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,375 shares; 2026Q1: 10,848 shares 10,848 $392K 0.02% +3,473 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,276 shares; 2025Q1: 4,061 shares; 2025Q2: 3,692 shares; 2025Q3: 3,792 shares; 2025Q4: 3,889 shares; 2026Q1: 4,408 shares 4,408 $390K 0.02% +519 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,365 shares; 2024Q4: 32,273 shares; 2025Q1: 29,860 shares; 2025Q2: 27,818 shares; 2025Q3: 28,812 shares; 2025Q4: 30,363 shares; 2026Q1: 30,136 shares 30,136 $390K 0.02% -227 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,073 shares; 2025Q1: 927 shares; 2025Q2: 2,212 shares; 2025Q3: 2,277 shares; 2025Q4: 1,458 shares; 2026Q1: 1,437 shares 1,437 $389K 0.02% -21 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: not reported; 2024Q4: 978 shares; 2025Q1: 1,111 shares; 2025Q2: 1,174 shares; 2025Q3: 1,274 shares; 2025Q4: 1,463 shares; 2026Q1: 1,963 shares 1,963 $389K 0.02% +500 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,073 shares; 2025Q1: 638 shares; 2025Q2: 688 shares; 2025Q3: 1,003 shares; 2025Q4: 999 shares; 2026Q1: 1,214 shares 1,214 $389K 0.02% +215 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,244 shares; 2025Q1: 1,009 shares; 2025Q2: 892 shares; 2025Q3: 897 shares; 2025Q4: 915 shares; 2026Q1: 898 shares 898 $388K 0.02% -17 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,840 shares; 2024Q4: 96,007 shares; 2025Q1: 93,014 shares; 2025Q2: 81,519 shares; 2025Q3: 82,177 shares; 2025Q4: 82,956 shares; 2026Q1: 83,839 shares 83,839 $388K 0.02% +883 Timeline LIT 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: 8,463 shares; 2024Q4: 7,890 shares; 2025Q1: 7,045 shares; 2025Q2: 5,531 shares; 2025Q3: 5,157 shares; 2025Q4: 5,062 shares; 2026Q1: 5,203 shares 5,203 $387K 0.02% +141 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: 7,412 shares; 2024Q4: 7,969 shares; 2025Q1: 7,819 shares; 2025Q2: 7,515 shares; 2025Q3: 7,898 shares; 2025Q4: 7,902 shares; 2026Q1: 7,907 shares 7,907 $386K 0.02% +5 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 3,544 shares; 2025Q1: 3,544 shares; 2025Q2: 3,544 shares; 2025Q3: 4,229 shares; 2025Q4: 4,230 shares; 2026Q1: 4,531 shares 4,531 $385K 0.02% +301 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: 1,350 shares; 2024Q4: 1,352 shares; 2025Q1: 1,140 shares; 2025Q2: 1,142 shares; 2025Q3: 1,167 shares; 2025Q4: 1,172 shares; 2026Q1: 1,173 shares 1,173 $384K 0.02% +1 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,726 shares; 2025Q2: 5,988 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,642 shares 9,642 $384K 0.02% new Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,053 shares; 2024Q4: 62,053 shares; 2025Q1: 58,953 shares; 2025Q2: 65,453 shares; 2025Q3: 70,453 shares; 2025Q4: 52,543 shares; 2026Q1: 54,243 shares 54,243 $382K 0.02% +1,700 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,005 shares; 2025Q1: 1,050 shares; 2025Q2: 1,589 shares; 2025Q3: 1,187 shares; 2025Q4: 1,254 shares; 2026Q1: 1,264 shares 1,264 $382K 0.02% +10 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: 2,631 shares; 2024Q4: 2,858 shares; 2025Q1: 2,905 shares; 2025Q2: 2,908 shares; 2025Q3: 2,789 shares; 2025Q4: 2,897 shares; 2026Q1: 2,826 shares 2,826 $382K 0.02% -71 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,164 shares 6,164 $382K 0.02% new Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,179 shares; 2024Q4: 33,053 shares; 2025Q1: 43,567 shares; 2025Q2: 43,629 shares; 2025Q3: 31,685 shares; 2025Q4: 36,863 shares; 2026Q1: 37,401 shares 37,401 $381K 0.02% +538 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 13,366 shares; 2025Q1: 14,970 shares; 2025Q2: 13,922 shares; 2025Q3: 14,722 shares; 2025Q4: 15,184 shares; 2026Q1: 15,384 shares 15,384 $381K 0.02% +200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,262 shares; 2025Q3: 6,435 shares; 2025Q4: 6,872 shares; 2026Q1: 7,141 shares 7,141 $380K 0.02% +269 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: 5,793 shares; 2026Q1: 4,581 shares 4,581 $380K 0.02% -1,212 Timeline ICOP 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: 7,976 shares 7,976 $379K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,165 shares; 2024Q4: 13,743 shares; 2025Q1: 13,843 shares; 2025Q2: 14,054 shares; 2025Q3: 14,157 shares; 2025Q4: 14,256 shares; 2026Q1: 14,514 shares 14,514 $379K 0.02% +258 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,907 shares; 2024Q4: 14,085 shares; 2025Q1: 20,710 shares; 2025Q2: 10,985 shares; 2025Q3: 12,455 shares; 2025Q4: 23,160 shares; 2026Q1: 4,683 shares 4,683 $379K 0.02% -18,477 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,463 shares; 2025Q3: 15,507 shares; 2025Q4: 15,048 shares; 2026Q1: 15,006 shares 15,006 $377K 0.02% -42 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: 3,597 shares; 2024Q4: 3,545 shares; 2025Q1: 3,955 shares; 2025Q2: 3,857 shares; 2025Q3: 3,980 shares; 2025Q4: 8,395 shares; 2026Q1: 7,523 shares 7,523 $376K 0.02% -872 Timeline IGM 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: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: 2,775 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 3,571 shares; 2026Q1: 3,171 shares 3,171 $376K 0.02% -400 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,131 shares; 2025Q1: 3,588 shares; 2025Q2: 3,596 shares; 2025Q3: 3,878 shares; 2025Q4: 4,204 shares; 2026Q1: 4,276 shares 4,276 $376K 0.02% +72 Timeline IVVB 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: 45,711 shares; 2025Q1: 45,425 shares; 2025Q2: 45,073 shares; 2025Q3: 44,134 shares; 2025Q4: 40,915 shares; 2026Q1: 11,719 shares 11,719 $375K 0.02% -29,196 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 314 shares 314 $374K 0.02% +2 COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,500 shares; 2025Q4: 21,700 shares; 2026Q1: 27,199 shares 27,199 $373K 0.02% +5,499 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,258 shares; 2025Q4: 8,918 shares; 2026Q1: 9,142 shares 9,142 $373K 0.02% +224 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 3,100 shares; 2025Q4: 2,988 shares; 2026Q1: 3,313 shares 3,313 $373K 0.02% +325 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: 1,330 shares; 2024Q4: 1,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: not reported; 2026Q1: 1,339 shares 1,339 $372K 0.02% new 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: 7,891 shares; 2024Q4: 7,936 shares; 2025Q1: 7,936 shares; 2025Q2: 8,156 shares; 2025Q3: 8,178 shares; 2025Q4: 9,680 shares; 2026Q1: 9,680 shares 9,680 $372K 0.02% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 6,645 shares; 2025Q1: 6,658 shares; 2025Q2: 5,671 shares; 2025Q3: 5,686 shares; 2025Q4: 5,701 shares; 2026Q1: 5,714 shares 5,714 $371K 0.02% +13 Timeline VFLO 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: 10,477 shares; 2024Q4: 9,383 shares; 2025Q1: 8,823 shares; 2025Q2: 8,898 shares; 2025Q3: 9,569 shares; 2025Q4: 9,156 shares; 2026Q1: 9,390 shares 9,390 $371K 0.02% +234 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 29,800 shares; 2025Q1: 29,800 shares; 2025Q2: 29,800 shares; 2025Q3: 28,800 shares; 2025Q4: 27,300 shares; 2026Q1: 27,300 shares 27,300 $369K 0.02% 0 Timeline VBR 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: 1,348 shares; 2024Q4: 1,269 shares; 2025Q1: 1,353 shares; 2025Q2: 2,453 shares; 2025Q3: 2,495 shares; 2025Q4: 1,588 shares; 2026Q1: 1,693 shares 1,693 $368K 0.02% +105 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,255 shares; 2024Q4: 12,160 shares; 2025Q1: 10,839 shares; 2025Q2: 8,950 shares; 2025Q3: 7,689 shares; 2025Q4: 7,069 shares; 2026Q1: 7,300 shares 7,300 $366K 0.02% +231 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,694 shares; 2024Q4: 13,159 shares; 2025Q1: 12,440 shares; 2025Q2: 12,040 shares; 2025Q3: 11,665 shares; 2025Q4: 10,464 shares; 2026Q1: 10,033 shares 10,033 $365K 0.02% -431 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,369 shares; 2024Q4: 58,998 shares; 2025Q1: 65,025 shares; 2025Q2: 82,244 shares; 2025Q3: 83,751 shares; 2025Q4: 92,147 shares; 2026Q1: 78,851 shares 78,851 $365K 0.02% -13,296 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: 1,456 shares; 2024Q4: 1,345 shares; 2025Q1: 1,437 shares; 2025Q2: 1,613 shares; 2025Q3: 7,178 shares; 2025Q4: 1,923 shares; 2026Q1: 1,736 shares 1,736 $365K 0.02% -187 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,414 shares; 2024Q4: 40,219 shares; 2025Q1: 39,240 shares; 2025Q2: 37,969 shares; 2025Q3: 37,956 shares; 2025Q4: 40,818 shares; 2026Q1: 45,246 shares 45,246 $364K 0.02% +4,428 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,712 shares; 2025Q1: 5,732 shares; 2025Q2: 1,679 shares; 2025Q3: 1,824 shares; 2025Q4: 1,846 shares; 2026Q1: 1,848 shares 1,848 $364K 0.02% +2 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 3,309 shares; 2025Q1: 2,599 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares 2,529 $364K 0.02% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,356 shares; 2025Q1: 6,665 shares; 2025Q2: 6,728 shares; 2025Q3: 6,821 shares; 2025Q4: 6,011 shares; 2026Q1: 6,047 shares 6,047 $363K 0.02% +36 Timeline FSCS 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: 10,307 shares; 2026Q1: 10,307 shares 10,307 $363K 0.02% 0 Timeline EWT 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: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $362K 0.02% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 5,909 shares; 2025Q1: 4,796 shares; 2025Q2: 4,796 shares; 2025Q3: 4,628 shares; 2025Q4: 4,628 shares; 2026Q1: 4,581 shares 4,581 $358K 0.02% -47 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,840 shares; 2025Q1: 1,860 shares; 2025Q2: 1,952 shares; 2025Q3: 1,867 shares; 2025Q4: 1,873 shares; 2026Q1: 1,823 shares 1,823 $357K 0.02% -50 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,700 shares; 2024Q4: 31,814 shares; 2025Q1: 31,879 shares; 2025Q2: 31,993 shares; 2025Q3: 32,100 shares; 2025Q4: 29,237 shares; 2026Q1: 29,307 shares 29,307 $357K 0.02% +70 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares; 2026Q1: 3,919 shares 3,919 $357K 0.02% -24 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,560 shares; 2024Q4: 41,501 shares; 2025Q1: 37,150 shares; 2025Q2: 36,344 shares; 2025Q3: 32,740 shares; 2025Q4: 29,256 shares; 2026Q1: 27,000 shares 27,000 $356K 0.02% -2,256 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,914 shares; 2026Q1: 4,039 shares 4,039 $355K 0.02% +1,125 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: 7,096 shares; 2026Q1: 10,359 shares 10,359 $355K 0.02% +3,263 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: 5,201 shares; 2024Q4: 5,217 shares; 2025Q1: 4,845 shares; 2025Q2: 4,884 shares; 2025Q3: 5,016 shares; 2025Q4: 4,742 shares; 2026Q1: 4,899 shares 4,899 $354K 0.02% +157 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,772 shares; 2025Q1: 2,557 shares; 2025Q2: 3,035 shares; 2025Q3: 2,990 shares; 2025Q4: 4,139 shares; 2026Q1: 6,348 shares 6,348 $354K 0.02% +2,209 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,214 shares; 2025Q1: 3,217 shares; 2025Q2: 3,224 shares; 2025Q3: 3,232 shares; 2025Q4: 3,237 shares; 2026Q1: 3,242 shares 3,242 $352K 0.02% +5 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 14,779 shares; 2025Q1: 14,827 shares; 2025Q2: 14,874 shares; 2025Q3: 14,919 shares; 2025Q4: 14,965 shares; 2026Q1: 15,064 shares 15,064 $352K 0.02% +99 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,361 shares; 2025Q1: 4,377 shares; 2025Q2: 4,107 shares; 2025Q3: 4,007 shares; 2025Q4: 3,732 shares; 2026Q1: 3,707 shares 3,707 $351K 0.02% -25 Timeline XJH 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: 5,025 shares; 2024Q4: 5,176 shares; 2025Q1: 7,113 shares; 2025Q2: 7,633 shares; 2025Q3: 7,654 shares; 2025Q4: 7,687 shares; 2026Q1: 7,703 shares 7,703 $349K 0.02% +16 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 4,399 shares; 2025Q4: 4,402 shares; 2026Q1: 4,406 shares 4,406 $349K 0.02% +4 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,847 shares 11,847 $348K 0.02% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,354 shares; 2025Q1: 3,684 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,950 shares; 2026Q1: 1,950 shares 1,950 $348K 0.02% -1,000 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,250 shares; 2024Q4: 37,607 shares; 2025Q1: 26,027 shares; 2025Q2: 20,453 shares; 2025Q3: 18,141 shares; 2025Q4: 16,868 shares; 2026Q1: 16,048 shares 16,048 $347K 0.02% -820 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,890 shares; 2025Q2: 5,361 shares; 2025Q3: 6,016 shares; 2025Q4: 5,876 shares; 2026Q1: 5,853 shares 5,853 $346K 0.02% -23 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,145 shares 9,145 $346K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,201 shares; 2025Q4: 1,166 shares; 2026Q1: 1,675 shares 1,675 $345K 0.02% +509 Timeline FENI 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: 8,625 shares; 2024Q4: 8,630 shares; 2025Q1: 8,971 shares; 2025Q2: 10,433 shares; 2025Q3: 11,029 shares; 2025Q4: 9,767 shares; 2026Q1: 9,251 shares 9,251 $344K 0.02% -516 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,400 shares; 2024Q4: 73,447 shares; 2025Q1: 68,173 shares; 2025Q2: 64,593 shares; 2025Q3: 54,941 shares; 2025Q4: 37,954 shares; 2026Q1: 33,793 shares 33,793 $344K 0.02% -4,161 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,800 shares; 2024Q4: 80,274 shares; 2025Q1: 79,168 shares; 2025Q2: 80,151 shares; 2025Q3: 79,329 shares; 2025Q4: 72,867 shares; 2026Q1: 64,435 shares 64,435 $343K 0.02% -8,432 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: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 179 shares 179 $343K 0.02% +69 Timeline CLIP 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: 3,408 shares; 2024Q4: 3,370 shares; 2025Q1: 3,373 shares; 2025Q2: 3,380 shares; 2025Q3: 3,388 shares; 2025Q4: 3,395 shares; 2026Q1: 3,402 shares 3,402 $341K 0.02% +7 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,184 shares; 2026Q1: 1,632 shares 1,632 $340K 0.02% +448 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,404 shares; 2024Q4: 163,974 shares; 2025Q1: 164,205 shares; 2025Q2: 158,353 shares; 2025Q3: 136,771 shares; 2025Q4: 93,879 shares; 2026Q1: 66,586 shares 66,586 $340K 0.02% -27,293 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,258 shares; 2024Q4: 99,784 shares; 2025Q1: 45,610 shares; 2025Q2: 43,057 shares; 2025Q3: 40,283 shares; 2025Q4: 40,723 shares; 2026Q1: 40,202 shares 40,202 $336K 0.02% -521 Timeline PICK 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: 8,884 shares; 2024Q4: 5,971 shares; 2025Q1: 6,941 shares; 2025Q2: 7,034 shares; 2025Q3: 7,039 shares; 2025Q4: 6,624 shares; 2026Q1: 5,923 shares 5,923 $335K 0.02% -701 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 12,300 shares 12,300 $334K 0.02% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,061 shares; 2025Q1: 1,530 shares; 2025Q2: 1,544 shares; 2025Q3: 1,402 shares; 2025Q4: 1,684 shares; 2026Q1: 1,615 shares 1,615 $333K 0.02% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 862 shares; 2025Q4: 889 shares; 2026Q1: 1,094 shares 1,094 $333K 0.02% +205 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,404 shares; 2024Q4: 9,354 shares; 2025Q1: 8,856 shares; 2025Q2: 9,012 shares; 2025Q3: 9,907 shares; 2025Q4: 9,667 shares; 2026Q1: 9,999 shares 9,999 $332K 0.02% +332 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,659 shares; 2024Q4: 21,906 shares; 2025Q1: 24,911 shares; 2025Q2: 18,561 shares; 2025Q3: 14,830 shares; 2025Q4: 11,387 shares; 2026Q1: 12,824 shares 12,824 $332K 0.02% +1,437 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 7,800 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900 $331K 0.02% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,613 shares; 2024Q4: 38,051 shares; 2025Q1: 35,416 shares; 2025Q2: 35,829 shares; 2025Q3: 36,146 shares; 2025Q4: 36,557 shares; 2026Q1: 36,721 shares 36,721 $330K 0.02% +164 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: 6,252 shares; 2024Q4: 7,255 shares; 2025Q1: 7,691 shares; 2025Q2: 7,525 shares; 2025Q3: 7,786 shares; 2025Q4: 7,675 shares; 2026Q1: 8,071 shares 8,071 $330K 0.02% +396 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 58,825 shares; 2025Q3: 23,430 shares; 2025Q4: 54,797 shares; 2026Q1: 48,072 shares 48,072 $329K 0.02% -6,725 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,236 shares; 2026Q1: 1,234 shares 1,234 $329K 0.02% -2 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,065 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 2,059 shares; 2025Q4: 2,359 shares; 2026Q1: 3,667 shares 3,667 $329K 0.02% +1,308 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 12,047 shares; 2025Q1: 12,053 shares; 2025Q2: 14,960 shares; 2025Q3: 14,266 shares; 2025Q4: 13,908 shares; 2026Q1: 13,195 shares 13,195 $327K 0.02% -713 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 18,200 shares; 2025Q2: 18,700 shares; 2025Q3: 20,450 shares; 2025Q4: 20,968 shares; 2026Q1: 24,027 shares 24,027 $326K 0.02% +3,059 Timeline FTDS 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: 5,400 shares; 2026Q1: 5,400 shares 5,400 $326K 0.02% 0 Timeline ROBO 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: 3,918 shares; 2025Q3: 4,688 shares; 2025Q4: 4,961 shares; 2026Q1: 4,757 shares 4,757 $326K 0.02% -204 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,741 shares; 2025Q4: not reported; 2026Q1: 2,901 shares 2,901 $325K 0.02% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 2,025 shares; 2025Q1: 2,328 shares; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,437 shares; 2026Q1: 1,636 shares 1,636 $324K 0.02% +199 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,163 shares; 2026Q1: 11,266 shares 11,266 $324K 0.02% +1,103 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,496 shares; 2025Q1: 2,233 shares; 2025Q2: 2,375 shares; 2025Q3: 2,438 shares; 2025Q4: 2,733 shares; 2026Q1: 2,837 shares 2,837 $323K 0.02% +104 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,262 shares; 2026Q1: 5,862 shares 5,862 $322K 0.02% -400 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,433 shares; 2025Q3: 3,138 shares; 2025Q4: 3,071 shares; 2026Q1: 3,037 shares 3,037 $321K 0.01% -34 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,591 shares; 2025Q1: not reported; 2025Q2: 3,122 shares; 2025Q3: 3,197 shares; 2025Q4: 3,132 shares; 2026Q1: 3,207 shares 3,207 $321K 0.01% +75 Timeline ARKW 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: 2,733 shares; 2024Q4: 3,066 shares; 2025Q1: 2,790 shares; 2025Q2: 2,701 shares; 2025Q3: 2,702 shares; 2025Q4: 2,700 shares; 2026Q1: 2,653 shares 2,653 $320K 0.01% -47 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 1,939 shares; 2026Q1: 1,840 shares 1,840 $320K 0.01% -99 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,142 shares; 2025Q1: 1,555 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 801 shares; 2026Q1: 1,051 shares 1,051 $320K 0.01% +250 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,421 shares; 2024Q4: 19,606 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,624 shares; 2026Q1: 29,766 shares 29,766 $320K 0.01% +5,142 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,338 shares; 2025Q2: 6,246 shares; 2025Q3: 6,650 shares; 2025Q4: 6,549 shares; 2026Q1: 6,289 shares 6,289 $320K 0.01% -260 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,038 shares; 2025Q1: not reported; 2025Q2: 749 shares; 2025Q3: 878 shares; 2025Q4: 1,563 shares; 2026Q1: 1,157 shares 1,157 $318K 0.01% -406 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,870 shares; 2025Q4: 9,149 shares; 2026Q1: 9,152 shares 9,152 $318K 0.01% +3 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $318K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,826 shares; 2025Q1: 2,909 shares; 2025Q2: 2,919 shares; 2025Q3: 2,929 shares; 2025Q4: 2,939 shares; 2026Q1: 2,876 shares 2,876 $316K 0.01% -63 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,731 shares; 2026Q1: 11,847 shares 11,847 $316K 0.01% +116 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS 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: 7,776 shares; 2025Q3: not reported; 2025Q4: 9,462 shares; 2026Q1: 9,112 shares 9,112 $315K 0.01% -350 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,085 shares; 2025Q1: 5,016 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares 5,016 $314K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,852 shares; 2025Q1: 4,704 shares; 2025Q2: 3,745 shares; 2025Q3: 3,696 shares; 2025Q4: 3,697 shares; 2026Q1: 3,698 shares 3,698 $314K 0.01% +1 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,894 shares 4,894 $314K 0.01% new 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: 11,021 shares; 2024Q4: not reported; 2025Q1: 7,970 shares; 2025Q2: 7,852 shares; 2025Q3: 7,866 shares; 2025Q4: not reported; 2026Q1: 12,272 shares 12,272 $313K 0.01% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,846 shares; 2025Q1: 6,644 shares; 2025Q2: 6,740 shares; 2025Q3: 6,761 shares; 2025Q4: 6,134 shares; 2026Q1: 6,492 shares 6,492 $313K 0.01% +358 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,499 shares 4,499 $312K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,471 shares; 2024Q4: 19,455 shares; 2025Q1: 16,374 shares; 2025Q2: 16,522 shares; 2025Q3: 16,685 shares; 2025Q4: 16,458 shares; 2026Q1: 23,123 shares 23,123 $312K 0.01% +6,665 Timeline VEGN 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: 7,113 shares; 2024Q4: 7,110 shares; 2025Q1: 6,900 shares; 2025Q2: 5,424 shares; 2025Q3: 5,494 shares; 2025Q4: 5,494 shares; 2026Q1: 5,519 shares 5,519 $312K 0.01% +25 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,731 shares; 2024Q4: 54,177 shares; 2025Q1: 55,037 shares; 2025Q2: 69,137 shares; 2025Q3: 68,512 shares; 2025Q4: 69,752 shares; 2026Q1: 70,420 shares 70,420 $311K 0.01% +668 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: 1,622 shares; 2025Q3: 1,901 shares; 2025Q4: 1,640 shares; 2026Q1: 1,486 shares 1,486 $311K 0.01% -154 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,425 shares; 2024Q4: 16,122 shares; 2025Q1: 14,166 shares; 2025Q2: 13,792 shares; 2025Q3: 15,054 shares; 2025Q4: 14,294 shares; 2026Q1: 13,821 shares 13,821 $311K 0.01% -473 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,820 shares 4,820 $310K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 4,194 shares; 2025Q1: 5,479 shares; 2025Q2: 5,913 shares; 2025Q3: 5,532 shares; 2025Q4: 5,320 shares; 2026Q1: 3,323 shares 3,323 $310K 0.01% -1,997 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,409 shares; 2025Q4: 8,027 shares; 2026Q1: 8,310 shares 8,310 $309K 0.01% +283 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 8,002 shares; 2025Q1: 7,877 shares; 2025Q2: 7,277 shares; 2025Q3: 7,127 shares; 2025Q4: 6,757 shares; 2026Q1: 6,537 shares 6,537 $309K 0.01% -220 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 8,271 shares; 2025Q1: 8,059 shares; 2025Q2: 7,996 shares; 2025Q3: 6,999 shares; 2025Q4: 6,824 shares; 2026Q1: 6,368 shares 6,368 $308K 0.01% -456 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: not reported; 2026Q1: 4,043 shares 4,043 $308K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,608 shares 6,608 $307K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221 shares; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,274 shares; 2025Q4: 345 shares; 2026Q1: 313 shares 313 $307K 0.01% -32 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,421 shares; 2025Q1: 1,981 shares; 2025Q2: 1,961 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,772 shares 3,772 $307K 0.01% new Timeline KMLM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,445 shares; 2025Q3: 10,810 shares; 2025Q4: 11,070 shares; 2026Q1: 10,870 shares 10,870 $307K 0.01% -200 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,895 shares 6,895 $307K 0.01% new Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,632 shares; 2024Q4: 16,998 shares; 2025Q1: 17,464 shares; 2025Q2: 17,803 shares; 2025Q3: 17,114 shares; 2025Q4: 17,491 shares; 2026Q1: 17,830 shares 17,830 $306K 0.01% +339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,495 shares; 2025Q4: not reported; 2026Q1: 6,075 shares 6,075 $304K 0.01% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,893 shares; 2025Q2: 4,833 shares; 2025Q3: 5,233 shares; 2025Q4: 5,068 shares; 2026Q1: 5,394 shares 5,394 $303K 0.01% +326 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,685 shares; 2026Q1: 15,155 shares 15,155 $301K 0.01% +7,470 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 10,569 shares; 2025Q1: 9,770 shares; 2025Q2: 10,302 shares; 2025Q3: 10,432 shares; 2025Q4: 9,966 shares; 2026Q1: 8,373 shares 8,373 $301K 0.01% -1,593 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: 7,158 shares; 2024Q4: 6,660 shares; 2025Q1: 6,563 shares; 2025Q2: 6,566 shares; 2025Q3: 6,569 shares; 2025Q4: 6,632 shares; 2026Q1: 6,635 shares 6,635 $301K 0.01% +3 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,363 shares; 2026Q1: 1,372 shares 1,372 $300K 0.01% +9 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,445 shares; 2025Q2: 2,418 shares; 2025Q3: 2,557 shares; 2025Q4: 2,164 shares; 2026Q1: 3,137 shares 3,137 $300K 0.01% +973 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS 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: 83,185 shares; 2026Q1: 159,175 shares 159,175 $299K 0.01% +75,990 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,783 shares; 2025Q2: 9,203 shares; 2025Q3: 8,959 shares; 2025Q4: 8,276 shares; 2026Q1: 7,999 shares 7,999 $299K 0.01% -277 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,196 shares; 2024Q4: 21,234 shares; 2025Q1: 21,498 shares; 2025Q2: 19,684 shares; 2025Q3: 24,825 shares; 2025Q4: 31,226 shares; 2026Q1: 31,593 shares 31,593 $299K 0.01% +367 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: 3,569 shares; 2024Q4: 3,813 shares; 2025Q1: 3,582 shares; 2025Q2: 3,610 shares; 2025Q3: 3,617 shares; 2025Q4: 3,414 shares; 2026Q1: 3,422 shares 3,422 $298K 0.01% +8 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 4,847 shares; 2025Q1: 3,668 shares; 2025Q2: 2,893 shares; 2025Q3: 2,933 shares; 2025Q4: 3,369 shares; 2026Q1: 4,909 shares 4,909 $298K 0.01% +1,540 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 11,210 shares; 2025Q1: 11,173 shares; 2025Q2: 11,306 shares; 2025Q3: 27,097 shares; 2025Q4: 22,839 shares; 2026Q1: 19,974 shares 19,974 $297K 0.01% -2,865 Timeline MAGS 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: 7,800 shares; 2025Q1: 10,042 shares; 2025Q2: 9,740 shares; 2025Q3: 4,731 shares; 2025Q4: 4,446 shares; 2026Q1: 5,132 shares 5,132 $297K 0.01% +686 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,909 shares; 2026Q1: 3,933 shares 3,933 $297K 0.01% +1,024 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: not reported; 2025Q2: not reported; 2025Q3: 2,106 shares; 2025Q4: not reported; 2026Q1: 4,995 shares 4,995 $295K 0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,160 shares; 2024Q4: 18,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,067 shares; 2026Q1: 6,094 shares 6,094 $294K 0.01% -973 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,623 shares 6,623 $294K 0.01% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,250 shares 7,250 $293K 0.01% new Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 6,661 shares; 2025Q1: 6,661 shares; 2025Q2: 6,859 shares; 2025Q3: 6,859 shares; 2025Q4: 6,859 shares; 2026Q1: 6,859 shares 6,859 $293K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,268 shares; 2025Q1: 2,177 shares; 2025Q2: 2,369 shares; 2025Q3: 2,428 shares; 2025Q4: 2,406 shares; 2026Q1: 2,687 shares 2,687 $293K 0.01% +281 Timeline SLNZ TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,182 shares; 2025Q3: 5,840 shares; 2025Q4: 6,339 shares; 2026Q1: 6,454 shares 6,454 $292K 0.01% +115 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,198 shares; 2025Q1: 3,330 shares; 2025Q2: 3,282 shares; 2025Q3: 2,971 shares; 2025Q4: 2,972 shares; 2026Q1: 2,973 shares 2,973 $290K 0.01% +1 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,147 shares; 2025Q4: 5,147 shares; 2026Q1: 3,982 shares 3,982 $290K 0.01% -1,165 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 301 shares; 2025Q3: 281 shares; 2025Q4: 300 shares; 2026Q1: 335 shares 335 $289K 0.01% +35 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,317 shares; 2026Q1: 26,697 shares 26,697 $289K 0.01% +15,380 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 27,972 shares; 2025Q1: 24,042 shares; 2025Q2: 22,935 shares; 2025Q3: 20,353 shares; 2025Q4: 17,932 shares; 2026Q1: 21,396 shares 21,396 $289K 0.01% +3,464 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,259 shares; 2025Q1: 2,013 shares; 2025Q2: 1,960 shares; 2025Q3: 1,887 shares; 2025Q4: 1,891 shares; 2026Q1: 1,896 shares 1,896 $289K 0.01% +5 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $289K 0.01% 0 VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,781 shares; 2026Q1: 1,666 shares 1,666 $288K 0.01% -115 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: 1,429 shares; 2024Q4: 1,454 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,421 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares 1,381 $288K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,568 shares 1,568 $287K 0.01% new 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: 16,746 shares; 2024Q4: 17,904 shares; 2025Q1: 17,574 shares; 2025Q2: 16,118 shares; 2025Q3: 19,349 shares; 2025Q4: 21,844 shares; 2026Q1: 19,094 shares 19,094 $287K 0.01% -2,750 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,611 shares 2,611 $287K 0.01% new Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,407 shares; 2025Q4: 9,048 shares; 2026Q1: 8,648 shares 8,648 $286K 0.01% -400 Timeline BLCR 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: 6,960 shares 6,960 $286K 0.01% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,633 shares; 2024Q4: 30,661 shares; 2025Q1: 31,141 shares; 2025Q2: 31,767 shares; 2025Q3: 32,385 shares; 2025Q4: 24,697 shares; 2026Q1: 25,213 shares 25,213 $285K 0.01% +516 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,354 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $282K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,668 shares 1,668 $282K 0.01% new Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 16,300 shares; 2026Q1: 16,300 shares 16,300 $282K 0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,768 shares; 2025Q1: 3,653 shares; 2025Q2: 3,995 shares; 2025Q3: 3,813 shares; 2025Q4: 3,700 shares; 2026Q1: 3,471 shares 3,471 $282K 0.01% -229 Timeline EWZ 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: 9,572 shares; 2025Q3: 9,670 shares; 2025Q4: 9,803 shares; 2026Q1: 7,334 shares 7,334 $282K 0.01% -2,469 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,641 shares; 2025Q3: 5,213 shares; 2025Q4: 4,773 shares; 2026Q1: 5,522 shares 5,522 $281K 0.01% +749 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 728 shares; 2025Q4: 678 shares; 2026Q1: 706 shares 706 $281K 0.01% +28 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,585 shares; 2025Q4: 3,285 shares; 2026Q1: 6,130 shares 6,130 $281K 0.01% +2,845 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,425 shares 11,425 $281K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,575 shares 4,575 $281K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,298 shares; 2025Q3: 4,218 shares; 2025Q4: 4,034 shares; 2026Q1: 4,382 shares 4,382 $280K 0.01% +348 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,185 shares 9,185 $280K 0.01% new Timeline EEM 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: 11,706 shares; 2024Q4: 11,232 shares; 2025Q1: 9,714 shares; 2025Q2: 9,408 shares; 2025Q3: 7,754 shares; 2025Q4: 7,971 shares; 2026Q1: 4,922 shares 4,922 $280K 0.01% -3,049 Timeline CC CHEMOURS CO More: the full row for CHEMOURS 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: 11,611 shares; 2025Q4: 12,494 shares; 2026Q1: 12,641 shares 12,641 $278K 0.01% +147 Timeline NYF 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: 4,481 shares; 2026Q1: 5,234 shares 5,234 $278K 0.01% +753 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 8,855 shares; 2025Q1: 9,103 shares; 2025Q2: 4,101 shares; 2025Q3: 5,303 shares; 2025Q4: 5,303 shares; 2026Q1: 5,303 shares 5,303 $277K 0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,948 shares 6,948 $276K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,605 shares 1,605 $276K 0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,736 shares; 2024Q4: 23,314 shares; 2025Q1: 34,435 shares; 2025Q2: 41,708 shares; 2025Q3: 17,808 shares; 2025Q4: 17,346 shares; 2026Q1: 15,882 shares 15,882 $275K 0.01% -1,464 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: 7,649 shares; 2024Q4: 3,869 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,348 shares; 2026Q1: 3,357 shares 3,357 $275K 0.01% +9 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,720 shares 5,720 $274K 0.01% new Timeline KIE 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: 6,593 shares; 2024Q4: 6,518 shares; 2025Q1: 5,763 shares; 2025Q2: 5,766 shares; 2025Q3: 5,769 shares; 2025Q4: 5,650 shares; 2026Q1: 4,980 shares 4,980 $274K 0.01% -670 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: 7,871 shares; 2024Q4: 7,871 shares; 2025Q1: 7,624 shares; 2025Q2: 7,349 shares; 2025Q3: 7,149 shares; 2025Q4: 6,446 shares; 2026Q1: 6,096 shares 6,096 $273K 0.01% -350 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: 2,474 shares; 2024Q4: 2,437 shares; 2025Q1: not reported; 2025Q2: 5,752 shares; 2025Q3: 2,265 shares; 2025Q4: not reported; 2026Q1: 2,099 shares 2,099 $273K 0.01% new Timeline XJR 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: 5,596 shares; 2024Q4: 5,792 shares; 2025Q1: 6,192 shares; 2025Q2: 6,213 shares; 2025Q3: 6,234 shares; 2025Q4: 6,258 shares; 2026Q1: 6,258 shares 6,258 $272K 0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,376 shares; 2025Q4: 3,077 shares; 2026Q1: 2,674 shares 2,674 $272K 0.01% -403 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: 52,119 shares; 2024Q4: 48,240 shares; 2025Q1: 9,204 shares; 2025Q2: 8,381 shares; 2025Q3: 6,210 shares; 2025Q4: 5,347 shares; 2026Q1: 5,743 shares 5,743 $271K 0.01% +396 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,412 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,678 shares; 2026Q1: 5,345 shares 5,345 $271K 0.01% +667 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,917 shares; 2026Q1: 5,938 shares 5,938 $270K 0.01% +21 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: 8,388 shares; 2024Q4: 7,497 shares; 2025Q1: 7,016 shares; 2025Q2: 6,013 shares; 2025Q3: 5,943 shares; 2025Q4: 5,948 shares; 2026Q1: 5,699 shares 5,699 $270K 0.01% -249 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM 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: 11,283 shares; 2025Q3: 8,702 shares; 2025Q4: 9,423 shares; 2026Q1: 10,332 shares 10,332 $269K 0.01% +909 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,131 shares; 2025Q1: 5,076 shares; 2025Q2: 4,863 shares; 2025Q3: 5,183 shares; 2025Q4: 5,587 shares; 2026Q1: 5,704 shares 5,704 $269K 0.01% +117 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,461 shares; 2024Q4: 37,205 shares; 2025Q1: 26,680 shares; 2025Q2: 22,201 shares; 2025Q3: 22,223 shares; 2025Q4: 21,751 shares; 2026Q1: 21,764 shares 21,764 $268K 0.01% +13 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,205 shares; 2026Q1: 2,965 shares 2,965 $268K 0.01% -240 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,143 shares; 2024Q4: 12,836 shares; 2025Q1: 12,557 shares; 2025Q2: 12,773 shares; 2025Q3: 12,799 shares; 2025Q4: 13,619 shares; 2026Q1: 13,694 shares 13,694 $268K 0.01% +75 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,578 shares; 2024Q4: 13,663 shares; 2025Q1: 14,340 shares; 2025Q2: 14,294 shares; 2025Q3: 13,695 shares; 2025Q4: 16,994 shares; 2026Q1: 17,036 shares 17,036 $267K 0.01% +42 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: 33,411 shares; 2024Q4: 35,749 shares; 2025Q1: 26,003 shares; 2025Q2: 16,739 shares; 2025Q3: 13,781 shares; 2025Q4: 9,025 shares; 2026Q1: 8,314 shares 8,314 $266K 0.01% -711 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO 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: 9,338 shares; 2025Q4: 15,109 shares; 2026Q1: 24,705 shares 24,705 $265K 0.01% +9,596 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,742 shares 3,742 $265K 0.01% new Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 6,550 shares; 2025Q1: 7,550 shares; 2025Q2: 15,350 shares; 2025Q3: 13,100 shares; 2025Q4: 9,061 shares; 2026Q1: 8,230 shares 8,230 $265K 0.01% -831 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,819 shares 5,819 $263K 0.01% new 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: 997 shares; 2024Q4: 970 shares; 2025Q1: 1,042 shares; 2025Q2: 946 shares; 2025Q3: 1,039 shares; 2025Q4: 1,571 shares; 2026Q1: 1,124 shares 1,124 $263K 0.01% -447 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 8,825 shares; 2025Q1: 8,833 shares; 2025Q2: 7,598 shares; 2025Q3: 7,598 shares; 2025Q4: 7,173 shares; 2026Q1: 6,283 shares 6,283 $263K 0.01% -890 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,406 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,011 shares; 2025Q4: not reported; 2026Q1: 2,898 shares 2,898 $262K 0.01% new Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,950 shares; 2026Q1: 10,955 shares 10,955 $262K 0.01% +5 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,763 shares; 2025Q3: 10,465 shares; 2025Q4: 10,601 shares; 2026Q1: 11,242 shares 11,242 $261K 0.01% +641 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,411 shares; 2026Q1: 31,566 shares 31,566 $261K 0.01% +16,155 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,171 shares; 2026Q1: 2,477 shares 2,477 $260K 0.01% +306 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,422 shares; 2026Q1: 2,420 shares 2,420 $260K 0.01% -2 Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE 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: 42,531 shares; 2026Q1: 42,361 shares 42,361 $260K 0.01% -170 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,040 shares; 2026Q1: 2,330 shares 2,330 $260K 0.01% +290 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,210 shares; 2026Q1: 9,210 shares 9,210 $259K 0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,059 shares; 2024Q4: 10,289 shares; 2025Q1: 9,554 shares; 2025Q2: 10,384 shares; 2025Q3: 10,262 shares; 2025Q4: 11,388 shares; 2026Q1: 14,121 shares 14,121 $259K 0.01% +2,733 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares 2,155 $259K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 863 shares; 2025Q4: not reported; 2026Q1: 909 shares 909 $258K 0.01% new Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,261 shares 14,261 $257K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 9,024 shares; 2025Q1: 7,327 shares; 2025Q2: 4,109 shares; 2025Q3: 4,312 shares; 2025Q4: 3,466 shares; 2026Q1: 4,007 shares 4,007 $257K 0.01% +541 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,438 shares; 2025Q1: 4,464 shares; 2025Q2: 4,501 shares; 2025Q3: 3,960 shares; 2025Q4: 3,686 shares; 2026Q1: 3,485 shares 3,485 $257K 0.01% -201 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,910 shares; 2025Q1: 2,331 shares; 2025Q2: 1,614 shares; 2025Q3: 1,745 shares; 2025Q4: 1,304 shares; 2026Q1: 1,314 shares 1,314 $257K 0.01% +10 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: 4,404 shares; 2024Q4: 4,520 shares; 2025Q1: 3,961 shares; 2025Q2: 3,986 shares; 2025Q3: 4,009 shares; 2025Q4: 4,033 shares; 2026Q1: 3,689 shares 3,689 $256K 0.01% -344 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,142 shares; 2026Q1: 8,779 shares 8,779 $256K 0.01% +2,637 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,273 shares; 2025Q4: 5,118 shares; 2026Q1: 4,694 shares 4,694 $255K 0.01% -424 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,102 shares; 2024Q4: 19,808 shares; 2025Q1: 18,967 shares; 2025Q2: 19,685 shares; 2025Q3: 23,168 shares; 2025Q4: 14,487 shares; 2026Q1: 15,140 shares 15,140 $254K 0.01% +653 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,500 shares; 2026Q1: 26,600 shares 26,600 $253K 0.01% -900 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,004 shares; 2024Q4: 12,384 shares; 2025Q1: 14,859 shares; 2025Q2: 13,840 shares; 2025Q3: 15,694 shares; 2025Q4: 21,707 shares; 2026Q1: 21,352 shares 21,352 $253K 0.01% -355 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: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,808 shares 1,808 $252K 0.01% -92 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,414 shares; 2026Q1: 2,414 shares 2,414 $251K 0.01% 0 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,035 shares; 2026Q1: 13,039 shares 13,039 $250K 0.01% +4 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,590 shares; 2025Q4: 12,871 shares; 2026Q1: 17,316 shares 17,316 $250K 0.01% +4,445 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,425 shares 6,425 $250K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 4,484 shares; 2025Q1: 4,254 shares; 2025Q2: 4,221 shares; 2025Q3: 4,084 shares; 2025Q4: 3,923 shares; 2026Q1: 3,823 shares 3,823 $250K 0.01% -100 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,367 shares; 2024Q4: 29,433 shares; 2025Q1: 29,761 shares; 2025Q2: 30,613 shares; 2025Q3: 30,350 shares; 2025Q4: 24,256 shares; 2026Q1: 24,538 shares 24,538 $250K 0.01% +282 Timeline PULS 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: 5,011 shares 5,011 $248K 0.01% new 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: 3,211 shares; 2024Q4: 3,342 shares; 2025Q1: 3,307 shares; 2025Q2: 3,428 shares; 2025Q3: 3,516 shares; 2025Q4: 3,131 shares; 2026Q1: 3,215 shares 3,215 $248K 0.01% +84 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 6,078 shares; 2025Q1: 5,893 shares; 2025Q2: 5,914 shares; 2025Q3: 5,930 shares; 2025Q4: 5,962 shares; 2026Q1: 5,969 shares 5,969 $246K 0.01% +7 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: 5,226 shares; 2026Q1: 5,521 shares 5,521 $246K 0.01% +295 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,597 shares; 2024Q4: 10,328 shares; 2025Q1: not reported; 2025Q2: 9,153 shares; 2025Q3: 9,055 shares; 2025Q4: 8,439 shares; 2026Q1: 10,422 shares 10,422 $246K 0.01% +1,983 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: 4,515 shares; 2024Q4: 4,555 shares; 2025Q1: 4,296 shares; 2025Q2: not reported; 2025Q3: 4,379 shares; 2025Q4: 4,422 shares; 2026Q1: 4,468 shares 4,468 $245K 0.01% +46 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,636 shares; 2025Q4: 2,570 shares; 2026Q1: 2,523 shares 2,523 $245K 0.01% -47 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,790 shares; 2025Q4: 7,741 shares; 2026Q1: 6,440 shares 6,440 $245K 0.01% -1,301 Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,202 shares 10,202 $244K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 2,829 shares; 2025Q1: not reported; 2025Q2: 3,067 shares; 2025Q3: 3,085 shares; 2025Q4: 3,087 shares; 2026Q1: 3,090 shares 3,090 $243K 0.01% +3 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,262 shares; 2024Q4: 94,335 shares; 2025Q1: 28,338 shares; 2025Q2: 16,735 shares; 2025Q3: 19,057 shares; 2025Q4: 29,109 shares; 2026Q1: 25,615 shares 25,615 $243K 0.01% -3,494 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: not reported; 2024Q4: not reported; 2025Q1: 2,367 shares; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: not reported; 2026Q1: 2,160 shares 2,160 $243K 0.01% new Timeline JGRO 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: 2,492 shares; 2025Q3: 2,782 shares; 2025Q4: 2,785 shares; 2026Q1: 2,868 shares 2,868 $242K 0.01% +83 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,138 shares 5,138 $240K 0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 971 shares; 2026Q1: 1,309 shares 1,309 $240K 0.01% +338 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP 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: 2,711 shares; 2025Q4: 2,713 shares; 2026Q1: 2,714 shares 2,714 $239K 0.01% +1 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 1,644 shares; 2026Q1: 1,645 shares 1,645 $238K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,471 shares; 2025Q4: 7,627 shares; 2026Q1: 7,731 shares 7,731 $238K 0.01% +104 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: 1,989 shares; 2024Q4: 1,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,219 shares 2,219 $237K 0.01% new Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,865 shares; 2025Q4: 18,559 shares; 2026Q1: 33,705 shares 33,705 $237K 0.01% +15,146 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: 1,947 shares; 2025Q4: 1,708 shares; 2026Q1: 1,710 shares 1,710 $237K 0.01% +2 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,300 shares 10,300 $236K 0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,690 shares; 2024Q4: 11,630 shares; 2025Q1: 11,636 shares; 2025Q2: 12,596 shares; 2025Q3: 10,405 shares; 2025Q4: 8,762 shares; 2026Q1: 6,449 shares 6,449 $235K 0.01% -2,313 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 2,929 shares; 2026Q1: 3,059 shares 3,059 $234K 0.01% +130 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 7,873 shares; 2025Q1: 8,302 shares; 2025Q2: 8,355 shares; 2025Q3: 7,851 shares; 2025Q4: 6,618 shares; 2026Q1: 6,493 shares 6,493 $234K 0.01% -125 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,109 shares; 2024Q4: 12,434 shares; 2025Q1: 12,166 shares; 2025Q2: 12,073 shares; 2025Q3: 13,170 shares; 2025Q4: 10,524 shares; 2026Q1: 8,656 shares 8,656 $234K 0.01% -1,868 Timeline USCI 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: 3,072 shares; 2025Q1: 2,972 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 2,692 shares; 2026Q1: 2,450 shares 2,450 $234K 0.01% -242 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,837 shares; 2024Q4: 8,221 shares; 2025Q1: 8,145 shares; 2025Q2: 6,718 shares; 2025Q3: 6,601 shares; 2025Q4: 6,519 shares; 2026Q1: 6,539 shares 6,539 $233K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,612 shares; 2025Q3: 4,612 shares; 2025Q4: 4,726 shares; 2026Q1: 4,726 shares 4,726 $233K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,318 shares; 2025Q4: 12,377 shares; 2026Q1: 11,277 shares 11,277 $233K 0.01% -1,100 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,035 shares; 2025Q2: 10,210 shares; 2025Q3: 8,368 shares; 2025Q4: 8,808 shares; 2026Q1: 9,994 shares 9,994 $233K 0.01% +1,186 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: 18,023 shares; 2025Q1: 11,655 shares; 2025Q2: 12,650 shares; 2025Q3: 14,395 shares; 2025Q4: 13,511 shares; 2026Q1: 10,233 shares 10,233 $233K 0.01% -3,278 Timeline NXTE INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,933 shares 5,933 $232K 0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,794 shares 4,794 $232K 0.01% new Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares; 2025Q4: 9,155 shares; 2026Q1: 8,155 shares 8,155 $232K 0.01% -1,000 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,842 shares; 2025Q1: 10,474 shares; 2025Q2: 10,475 shares; 2025Q3: 9,575 shares; 2025Q4: 10,110 shares; 2026Q1: 10,185 shares 10,185 $231K 0.01% +75 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,446 shares; 2025Q1: 2,416 shares; 2025Q2: 2,205 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,161 shares 2,161 $231K 0.01% +1 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,147 shares 2,147 $230K 0.01% new 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: 3,275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,864 shares 2,864 $230K 0.01% new Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,092 shares; 2025Q1: 6,297 shares; 2025Q2: 6,350 shares; 2025Q3: 6,240 shares; 2025Q4: 5,875 shares; 2026Q1: 5,875 shares 5,875 $230K 0.01% 0 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 15,385 shares; 2025Q1: 16,835 shares; 2025Q2: not reported; 2025Q3: 8,170 shares; 2025Q4: 6,050 shares; 2026Q1: 5,050 shares 5,050 $229K 0.01% -1,000 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,704 shares; 2024Q4: 24,233 shares; 2025Q1: 24,182 shares; 2025Q2: 24,146 shares; 2025Q3: 13,234 shares; 2025Q4: 9,847 shares; 2026Q1: 9,052 shares 9,052 $229K 0.01% -795 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,935 shares; 2025Q3: not reported; 2025Q4: 1,562 shares; 2026Q1: 1,919 shares 1,919 $228K 0.01% +357 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,283 shares; 2025Q1: 1,286 shares; 2025Q2: 1,190 shares; 2025Q3: not reported; 2025Q4: 1,197 shares; 2026Q1: 1,201 shares 1,201 $228K 0.01% +4 Timeline