XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,049 shares; 2025Q1: 3,060 shares; 2025Q2: 3,055 shares; 2025Q3: 3,057 shares; 2025Q4: 3,058 shares; 2026Q1: 3,060 shares 3,060 $998K 0.01% +2 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,481 shares; 2026Q1: 4,173 shares 4,173 $994K 0.01% +692 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,826 shares 15,826 $992K 0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,126 shares; 2024Q4: 19,216 shares; 2025Q1: 19,667 shares; 2025Q2: 19,466 shares; 2025Q3: 19,447 shares; 2025Q4: 19,901 shares; 2026Q1: 19,825 shares 19,825 $990K 0.01% -76 Timeline KIDS ORTHOPEDIATRICS CORP More: the full row for ORTHOPEDIATRICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,419 shares; 2024Q4: 62,419 shares; 2025Q1: 62,408 shares; 2025Q2: 62,408 shares; 2025Q3: 62,408 shares; 2025Q4: 62,408 shares; 2026Q1: 62,408 shares 62,408 $990K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,841 shares; 2024Q4: 19,853 shares; 2025Q1: 19,802 shares; 2025Q2: 19,777 shares; 2025Q3: 13,564 shares; 2025Q4: 13,372 shares; 2026Q1: 13,293 shares 13,293 $990K 0.01% -79 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,473 shares; 2025Q1: 4,612 shares; 2025Q2: 4,375 shares; 2025Q3: 4,335 shares; 2025Q4: 4,436 shares; 2026Q1: 4,550 shares 4,550 $986K 0.01% +114 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,207 shares; 2024Q4: 16,429 shares; 2025Q1: 17,636 shares; 2025Q2: 14,998 shares; 2025Q3: 14,900 shares; 2025Q4: 14,568 shares; 2026Q1: 13,720 shares 13,720 $985K 0.01% -848 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 711 shares; 2025Q4: 831 shares; 2026Q1: 2,592 shares 2,592 $985K 0.01% +1,761 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,390 shares; 2024Q4: 27,235 shares; 2025Q1: 30,003 shares; 2025Q2: 24,343 shares; 2025Q3: 30,267 shares; 2025Q4: 25,488 shares; 2026Q1: 18,529 shares 18,529 $979K 0.01% -6,959 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: 11,012 shares; 2025Q3: 10,018 shares; 2025Q4: 4,626 shares; 2026Q1: 4,598 shares 4,598 $974K 0.01% -28 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 11,738 shares; 2025Q1: 25,361 shares; 2025Q2: 10,888 shares; 2025Q3: 10,934 shares; 2025Q4: 10,015 shares; 2026Q1: 9,659 shares 9,659 $972K 0.01% -356 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 21,000 shares 21,000 $971K 0.01% +11,000 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 7,991 shares; 2025Q1: 9,627 shares; 2025Q2: 8,279 shares; 2025Q3: 8,282 shares; 2025Q4: 8,286 shares; 2026Q1: 8,130 shares 8,130 $957K 0.01% -156 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,235 shares; 2025Q1: 7,234 shares; 2025Q2: 3,736 shares; 2025Q3: 3,705 shares; 2025Q4: 4,395 shares; 2026Q1: 4,096 shares 4,096 $950K 0.01% -299 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,250 shares 19,250 $946K 0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 12,747 shares; 2025Q1: 14,287 shares; 2025Q2: 10,698 shares; 2025Q3: 10,091 shares; 2025Q4: 4,874 shares; 2026Q1: 5,130 shares 5,130 $945K 0.01% +256 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,925 shares; 2025Q1: 7,882 shares; 2025Q2: 7,993 shares; 2025Q3: 7,364 shares; 2025Q4: 6,408 shares; 2026Q1: 6,261 shares 6,261 $941K 0.01% -147 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 11,439 shares; 2025Q1: 15,114 shares; 2025Q2: 11,861 shares; 2025Q3: 11,833 shares; 2025Q4: 11,689 shares; 2026Q1: 11,224 shares 11,224 $940K 0.01% -465 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,829 shares; 2024Q4: 12,212 shares; 2025Q1: 41,026 shares; 2025Q2: 13,195 shares; 2025Q3: 14,410 shares; 2025Q4: 13,382 shares; 2026Q1: 12,891 shares 12,891 $938K 0.01% -491 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: 26,657 shares; 2024Q4: 26,376 shares; 2025Q1: 25,786 shares; 2025Q2: 26,843 shares; 2025Q3: 27,311 shares; 2025Q4: 9,970 shares; 2026Q1: 9,989 shares 9,989 $932K 0.01% +19 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,394 shares; 2025Q1: 3,790 shares; 2025Q2: 2,900 shares; 2025Q3: 2,664 shares; 2025Q4: 2,638 shares; 2026Q1: 2,590 shares 2,590 $930K 0.01% -48 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: 11,042 shares; 2024Q4: 11,246 shares; 2025Q1: 15,016 shares; 2025Q2: 11,518 shares; 2025Q3: 11,896 shares; 2025Q4: 12,891 shares; 2026Q1: 12,833 shares 12,833 $929K 0.01% -58 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,151 shares; 2025Q1: 5,835 shares; 2025Q2: 5,863 shares; 2025Q3: 5,965 shares; 2025Q4: 6,241 shares; 2026Q1: 5,893 shares 5,893 $917K 0.01% -348 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: 1,487 shares; 2024Q4: 2,603 shares; 2025Q1: 3,604 shares; 2025Q2: 2,743 shares; 2025Q3: 865 shares; 2025Q4: 827 shares; 2026Q1: 930 shares 930 $912K 0.01% +103 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 22,747 shares 22,747 $895K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,397 shares; 2025Q1: 2,563 shares; 2025Q2: 1,693 shares; 2025Q3: 1,629 shares; 2025Q4: 1,873 shares; 2026Q1: 1,878 shares 1,878 $889K 0.01% +5 Timeline ZSC USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,391 shares; 2025Q4: 43,455 shares; 2026Q1: 30,118 shares 30,118 $885K 0.01% -13,337 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: 8,928 shares; 2024Q4: 9,664 shares; 2025Q1: 12,435 shares; 2025Q2: 7,538 shares; 2025Q3: 7,155 shares; 2025Q4: 7,148 shares; 2026Q1: 7,463 shares 7,463 $883K 0.01% +315 Timeline VCSH 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: 7,994 shares; 2024Q4: 8,294 shares; 2025Q1: 51,088 shares; 2025Q2: 6,656 shares; 2025Q3: 6,025 shares; 2025Q4: 9,666 shares; 2026Q1: 11,017 shares 11,017 $873K 0.01% +1,351 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,709 shares; 2025Q1: 2,065 shares; 2025Q2: 1,887 shares; 2025Q3: 3,004 shares; 2025Q4: 2,956 shares; 2026Q1: 2,990 shares 2,990 $872K 0.01% +34 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,226 shares; 2025Q1: 3,112 shares; 2025Q2: 3,088 shares; 2025Q3: 3,120 shares; 2025Q4: 3,396 shares; 2026Q1: 3,418 shares 3,418 $870K 0.01% +22 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,591 shares; 2024Q4: 27,684 shares; 2025Q1: 32,261 shares; 2025Q2: 26,124 shares; 2025Q3: 20,926 shares; 2025Q4: 21,783 shares; 2026Q1: 22,947 shares 22,947 $868K 0.01% +1,164 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,289 shares; 2024Q4: 11,261 shares; 2025Q1: 13,714 shares; 2025Q2: 10,701 shares; 2025Q3: 10,706 shares; 2025Q4: 10,181 shares; 2026Q1: 10,013 shares 10,013 $868K 0.01% -168 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: not reported; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 3,511 shares; 2025Q4: 4,135 shares; 2026Q1: 4,385 shares 4,385 $867K 0.01% +250 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 17,594 shares; 2025Q1: 17,871 shares; 2025Q2: 17,712 shares; 2025Q3: 18,033 shares; 2025Q4: 11,160 shares; 2026Q1: 10,950 shares 10,950 $861K 0.01% -210 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 8,448 shares; 2025Q1: 6,642 shares; 2025Q2: 4,866 shares; 2025Q3: 4,506 shares; 2025Q4: 4,376 shares; 2026Q1: 4,314 shares 4,314 $855K 0.01% -62 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,869 shares; 2024Q4: 12,488 shares; 2025Q1: 15,005 shares; 2025Q2: 11,052 shares; 2025Q3: 10,767 shares; 2025Q4: 11,205 shares; 2026Q1: 11,467 shares 11,467 $854K 0.01% +262 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,189 shares; 2024Q4: 24,527 shares; 2025Q1: 32,824 shares; 2025Q2: 28,640 shares; 2025Q3: 28,490 shares; 2025Q4: 28,340 shares; 2026Q1: 28,393 shares 28,393 $854K 0.01% +53 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: 12,125 shares; 2024Q4: 12,125 shares; 2025Q1: 14,607 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 12,125 shares; 2026Q1: 22,125 shares 22,125 $850K 0.01% +10,000 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 11,868 shares; 2025Q4: 12,047 shares; 2026Q1: 18,173 shares 18,173 $848K 0.01% +6,126 Timeline KOMP 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: 17,804 shares; 2024Q4: 15,309 shares; 2025Q1: 129,420 shares; 2025Q2: 13,351 shares; 2025Q3: 12,262 shares; 2025Q4: 12,483 shares; 2026Q1: 14,331 shares 14,331 $838K 0.01% +1,848 Timeline BBEU 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: 11,509 shares; 2024Q4: 11,375 shares; 2025Q1: 11,375 shares; 2025Q2: 11,375 shares; 2025Q3: 11,555 shares; 2025Q4: 11,555 shares; 2026Q1: 11,537 shares 11,537 $835K 0.01% -18 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 18,405 shares; 2025Q1: 19,883 shares; 2025Q2: 12,996 shares; 2025Q3: 12,814 shares; 2025Q4: 12,899 shares; 2026Q1: 12,763 shares 12,763 $830K 0.01% -136 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,151 shares; 2025Q2: 5,017 shares; 2025Q3: 5,452 shares; 2025Q4: 8,685 shares; 2026Q1: 8,246 shares 8,246 $826K 0.01% -439 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: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 9,719 shares; 2025Q2: 5,751 shares; 2025Q3: 5,706 shares; 2025Q4: 8,461 shares; 2026Q1: 10,996 shares 10,996 $826K 0.01% +2,535 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,256 shares; 2025Q1: 3,920 shares; 2025Q2: 3,058 shares; 2025Q3: 3,141 shares; 2025Q4: 2,561 shares; 2026Q1: 5,703 shares 5,703 $825K 0.01% +3,142 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,961 shares; 2024Q4: 19,676 shares; 2025Q1: 19,111 shares; 2025Q2: 16,898 shares; 2025Q3: 16,851 shares; 2025Q4: 16,721 shares; 2026Q1: 30,906 shares 30,906 $823K 0.01% +14,185 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: 81,067 shares; 2024Q4: 54,877 shares; 2025Q1: 43,360 shares; 2025Q2: 37,063 shares; 2025Q3: 32,648 shares; 2025Q4: 28,307 shares; 2026Q1: 25,545 shares 25,545 $818K 0.01% -2,762 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: 114,740 shares; 2024Q4: 113,470 shares; 2025Q1: 167,886 shares; 2025Q2: 108,092 shares; 2025Q3: 90,665 shares; 2025Q4: 84,648 shares; 2026Q1: 80,092 shares 80,092 $815K 0.01% -4,556 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: not reported; 2024Q4: 11,730 shares; 2025Q1: 10,831 shares; 2025Q2: 9,541 shares; 2025Q3: 29,492 shares; 2025Q4: 31,292 shares; 2026Q1: 28,650 shares 28,650 $815K 0.01% -2,642 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 18,189 shares; 2025Q1: 18,662 shares; 2025Q2: 18,621 shares; 2025Q3: 18,144 shares; 2025Q4: 17,027 shares; 2026Q1: 17,101 shares 17,101 $814K 0.01% +74 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 3,365 shares; 2025Q1: 4,413 shares; 2025Q2: 3,336 shares; 2025Q3: 3,406 shares; 2025Q4: 3,234 shares; 2026Q1: 3,034 shares 3,034 $807K 0.01% -200 Timeline SMMV 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: 25,062 shares; 2024Q4: 25,248 shares; 2025Q1: 24,977 shares; 2025Q2: 24,686 shares; 2025Q3: 21,326 shares; 2025Q4: 20,688 shares; 2026Q1: 18,494 shares 18,494 $807K 0.01% -2,194 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,888 shares; 2025Q1: 8,567 shares; 2025Q2: 5,311 shares; 2025Q3: 4,852 shares; 2025Q4: 4,970 shares; 2026Q1: 5,175 shares 5,175 $805K 0.01% +205 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: 28,976 shares; 2024Q4: 23,901 shares; 2025Q1: 25,079 shares; 2025Q2: 19,161 shares; 2025Q3: 17,041 shares; 2025Q4: 17,046 shares; 2026Q1: 17,050 shares 17,050 $804K 0.01% +4 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,450 shares; 2024Q4: 33,623 shares; 2025Q1: 35,229 shares; 2025Q2: 33,830 shares; 2025Q3: 31,959 shares; 2025Q4: 30,025 shares; 2026Q1: 30,008 shares 30,008 $802K 0.01% -17 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: not reported; 2025Q1: 6,111 shares; 2025Q2: 5,472 shares; 2025Q3: 5,990 shares; 2025Q4: 5,940 shares; 2026Q1: 7,383 shares 7,383 $799K 0.01% +1,443 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,716 shares; 2025Q1: 2,938 shares; 2025Q2: 2,728 shares; 2025Q3: 2,862 shares; 2025Q4: 2,722 shares; 2026Q1: 4,056 shares 4,056 $795K 0.01% +1,334 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 4,687 shares; 2025Q1: 6,251 shares; 2025Q2: 4,801 shares; 2025Q3: 4,549 shares; 2025Q4: 4,487 shares; 2026Q1: 4,413 shares 4,413 $794K 0.01% -74 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: 13,669 shares; 2024Q4: 13,921 shares; 2025Q1: 15,327 shares; 2025Q2: 14,309 shares; 2025Q3: 14,150 shares; 2025Q4: 13,698 shares; 2026Q1: 14,044 shares 14,044 $791K 0.01% +346 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: 15,334 shares; 2026Q1: 7,082 shares 7,082 $789K 0.01% -8,252 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: 917 shares; 2025Q1: 1,232 shares; 2025Q2: 1,448 shares; 2025Q3: 1,882 shares; 2025Q4: 2,365 shares; 2026Q1: 1,969 shares 1,969 $784K 0.01% -396 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: not reported; 2025Q3: not reported; 2025Q4: 35,597 shares; 2026Q1: 25,890 shares 25,890 $769K 0.01% -9,707 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,697 shares; 2024Q4: 46,654 shares; 2025Q1: 46,360 shares; 2025Q2: 46,372 shares; 2025Q3: 44,977 shares; 2025Q4: 42,906 shares; 2026Q1: 42,561 shares 42,561 $764K 0.01% -345 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,627 shares; 2024Q4: 63,479 shares; 2025Q1: 73,534 shares; 2025Q2: 56,744 shares; 2025Q3: 11,767 shares; 2025Q4: 12,610 shares; 2026Q1: 18,289 shares 18,289 $762K 0.01% +5,679 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,319 shares; 2024Q4: 668,889 shares; 2025Q1: 727,283 shares; 2025Q2: 424,839 shares; 2025Q3: 441,497 shares; 2025Q4: 421,719 shares; 2026Q1: 68,999 shares 68,999 $760K 0.01% -352,720 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,975 shares 14,975 $754K 0.01% new Timeline HELO 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: 13,442 shares; 2025Q3: 31,522 shares; 2025Q4: 14,917 shares; 2026Q1: 11,779 shares 11,779 $753K 0.01% -3,138 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 17,476 shares; 2025Q1: 20,282 shares; 2025Q2: 9,927 shares; 2025Q3: 5,318 shares; 2025Q4: 4,588 shares; 2026Q1: 4,451 shares 4,451 $752K 0.01% -137 Timeline IUSV 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: 5,814 shares; 2024Q4: 6,525 shares; 2025Q1: 6,508 shares; 2025Q2: 5,059 shares; 2025Q3: 5,127 shares; 2025Q4: 5,357 shares; 2026Q1: 7,347 shares 7,347 $751K 0.01% +1,990 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: not reported; 2025Q1: 9,310 shares; 2025Q2: 14,116 shares; 2025Q3: 12,549 shares; 2025Q4: 15,884 shares; 2026Q1: 15,984 shares 15,984 $749K 0.01% +100 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,380 shares; 2025Q1: 8,200 shares; 2025Q2: 7,213 shares; 2025Q3: 6,904 shares; 2025Q4: 7,089 shares; 2026Q1: 7,744 shares 7,744 $747K 0.01% +655 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,308 shares; 2024Q4: 48,098 shares; 2025Q1: 54,511 shares; 2025Q2: 41,200 shares; 2025Q3: 35,038 shares; 2025Q4: 23,978 shares; 2026Q1: 25,884 shares 25,884 $743K 0.01% +1,906 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 9,703 shares; 2026Q1: 9,445 shares 9,445 $732K 0.01% -258 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,349 shares; 2024Q4: 17,865 shares; 2025Q1: 76,082 shares; 2025Q2: 13,183 shares; 2025Q3: 24,823 shares; 2025Q4: 24,827 shares; 2026Q1: 23,348 shares 23,348 $731K 0.01% -1,479 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,058 shares; 2024Q4: 9,427 shares; 2025Q1: 15,282 shares; 2025Q2: 9,148 shares; 2025Q3: 8,486 shares; 2025Q4: 5,877 shares; 2026Q1: 5,371 shares 5,371 $731K 0.01% -506 Timeline TQQQ 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: 4,640 shares; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 6,997 shares; 2025Q3: 9,128 shares; 2025Q4: 22,675 shares; 2026Q1: 17,524 shares 17,524 $730K 0.01% -5,151 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: 2,939 shares; 2024Q4: 2,716 shares; 2025Q1: 3,193 shares; 2025Q2: 2,547 shares; 2025Q3: 2,812 shares; 2025Q4: 2,537 shares; 2026Q1: 2,620 shares 2,620 $728K 0.01% +83 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: 22,474 shares; 2024Q4: 44,456 shares; 2025Q1: 178,459 shares; 2025Q2: 36,706 shares; 2025Q3: 36,459 shares; 2025Q4: 35,636 shares; 2026Q1: 31,318 shares 31,318 $727K 0.01% -4,318 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: 8,431 shares; 2026Q1: 7,959 shares 7,959 $724K 0.01% -472 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,040 shares; 2026Q1: 50,702 shares 50,702 $723K 0.01% -3,338 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,399 shares; 2024Q4: 10,445 shares; 2025Q1: 15,410 shares; 2025Q2: 12,680 shares; 2025Q3: 12,832 shares; 2025Q4: 15,833 shares; 2026Q1: 15,635 shares 15,635 $719K 0.01% -198 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,033 shares; 2024Q4: 294,161 shares; 2025Q1: 80,138 shares; 2025Q2: 48,723 shares; 2025Q3: 41,493 shares; 2025Q4: 39,768 shares; 2026Q1: 17,560 shares 17,560 $718K 0.01% -22,208 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,752 shares; 2025Q1: 3,510 shares; 2025Q2: 2,808 shares; 2025Q3: 3,953 shares; 2025Q4: 4,169 shares; 2026Q1: 4,920 shares 4,920 $717K 0.01% +751 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 20,844 shares; 2025Q1: 22,012 shares; 2025Q2: 20,834 shares; 2025Q3: 21,310 shares; 2025Q4: 20,611 shares; 2026Q1: 20,347 shares 20,347 $715K 0.01% -264 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,736 shares; 2024Q4: 18,777 shares; 2025Q1: 18,224 shares; 2025Q2: 15,490 shares; 2025Q3: 14,879 shares; 2025Q4: 14,201 shares; 2026Q1: 14,090 shares 14,090 $713K 0.01% -111 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,750 shares; 2024Q4: 11,755 shares; 2025Q1: 12,183 shares; 2025Q2: 10,437 shares; 2025Q3: 10,478 shares; 2025Q4: 10,682 shares; 2026Q1: 10,739 shares 10,739 $712K 0.01% +57 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,658 shares; 2025Q1: 8,657 shares; 2025Q2: 2,821 shares; 2025Q3: 2,849 shares; 2025Q4: 2,819 shares; 2026Q1: 2,788 shares 2,788 $708K 0.01% -31 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,409 shares; 2024Q4: 9,179 shares; 2025Q1: 10,782 shares; 2025Q2: 7,510 shares; 2025Q3: 7,379 shares; 2025Q4: 6,516 shares; 2026Q1: 6,912 shares 6,912 $706K 0.01% +396 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 10,575 shares; 2025Q1: 15,588 shares; 2025Q2: 24,494 shares; 2025Q3: 24,565 shares; 2025Q4: 25,523 shares; 2026Q1: 27,647 shares 27,647 $706K 0.01% +2,124 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: 56,676 shares; 2024Q4: 56,030 shares; 2025Q1: 60,745 shares; 2025Q2: 50,877 shares; 2025Q3: 50,906 shares; 2025Q4: 50,769 shares; 2026Q1: 47,363 shares 47,363 $705K 0.01% -3,406 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 3,440 shares; 2025Q1: 6,499 shares; 2025Q2: 4,837 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,710 shares 8,710 $702K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,054 shares; 2024Q4: 14,998 shares; 2025Q1: 17,336 shares; 2025Q2: 10,000 shares; 2025Q3: 9,646 shares; 2025Q4: 9,748 shares; 2026Q1: 13,573 shares 13,573 $698K 0.01% +3,825 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: 2,921 shares; 2024Q4: 2,990 shares; 2025Q1: 3,917 shares; 2025Q2: 3,304 shares; 2025Q3: 3,250 shares; 2025Q4: 3,304 shares; 2026Q1: 3,729 shares 3,729 $696K 0.01% +425 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,516 shares; 2025Q1: 6,922 shares; 2025Q2: 5,645 shares; 2025Q3: 5,875 shares; 2025Q4: 5,760 shares; 2026Q1: 5,989 shares 5,989 $693K 0.01% +229 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: 7,292 shares; 2024Q4: 7,306 shares; 2025Q1: 9,817 shares; 2025Q2: 7,321 shares; 2025Q3: 7,320 shares; 2025Q4: 8,387 shares; 2026Q1: 10,120 shares 10,120 $691K 0.01% +1,733 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 3,100 shares; 2026Q1: 7,507 shares 7,507 $689K 0.01% +4,407 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,037 shares; 2024Q4: 5,041 shares; 2025Q1: 5,106 shares; 2025Q2: 5,028 shares; 2025Q3: 5,031 shares; 2025Q4: 5,012 shares; 2026Q1: 5,008 shares 5,008 $687K 0.01% -4 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: 14,258 shares; 2025Q1: 15,097 shares; 2025Q2: 14,506 shares; 2025Q3: 14,747 shares; 2025Q4: 14,778 shares; 2026Q1: 15,684 shares 15,684 $677K 0.01% +906 Timeline SPSM 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: 16,108 shares; 2024Q4: 15,657 shares; 2025Q1: 77,648 shares; 2025Q2: 14,985 shares; 2025Q3: 14,323 shares; 2025Q4: 13,698 shares; 2026Q1: 13,990 shares 13,990 $676K 0.01% +292 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,665 shares 35,665 $673K 0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,316 shares; 2026Q1: 25,510 shares 25,510 $670K 0.01% -2,806 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,711 shares; 2025Q1: 5,572 shares; 2025Q2: 3,139 shares; 2025Q3: 2,959 shares; 2025Q4: 3,609 shares; 2026Q1: 3,428 shares 3,428 $670K 0.01% -181 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: 4,050 shares; 2024Q4: 7,650 shares; 2025Q1: 6,500 shares; 2025Q2: 13,749 shares; 2025Q3: 13,905 shares; 2025Q4: 14,062 shares; 2026Q1: 13,724 shares 13,724 $669K 0.01% -338 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,095 shares; 2025Q1: 1,120 shares; 2025Q2: 1,089 shares; 2025Q3: 1,975 shares; 2025Q4: 1,977 shares; 2026Q1: 1,841 shares 1,841 $661K 0.01% -136 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: 3,125 shares; 2024Q4: 3,049 shares; 2025Q1: 3,921 shares; 2025Q2: 3,171 shares; 2025Q3: 2,971 shares; 2025Q4: 2,770 shares; 2026Q1: 2,471 shares 2,471 $659K 0.01% -299 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 6,254 shares; 2025Q1: 7,781 shares; 2025Q2: 4,949 shares; 2025Q3: 4,748 shares; 2025Q4: 4,748 shares; 2026Q1: 4,735 shares 4,735 $649K 0.01% -13 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,430 shares; 2025Q1: 1,907 shares; 2025Q2: 1,203 shares; 2025Q3: 1,222 shares; 2025Q4: 1,119 shares; 2026Q1: 1,094 shares 1,094 $649K 0.01% -25 Timeline SOXL 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: 8,244 shares; 2024Q4: 10,186 shares; 2025Q1: 13,876 shares; 2025Q2: 20,686 shares; 2025Q3: 17,778 shares; 2025Q4: 16,178 shares; 2026Q1: 13,398 shares 13,398 $642K 0.01% -2,780 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 9,960 shares; 2025Q1: 12,851 shares; 2025Q2: 10,966 shares; 2025Q3: 11,200 shares; 2025Q4: 10,875 shares; 2026Q1: 10,178 shares 10,178 $639K 0.01% -697 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 5,941 shares; 2025Q1: 6,716 shares; 2025Q2: 4,800 shares; 2025Q3: 4,590 shares; 2025Q4: 3,575 shares; 2026Q1: 3,509 shares 3,509 $632K 0.01% -66 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: 10,662 shares; 2024Q4: 5,183 shares; 2025Q1: 4,902 shares; 2025Q2: 5,315 shares; 2025Q3: 5,010 shares; 2025Q4: 4,701 shares; 2026Q1: 5,292 shares 5,292 $628K 0.01% +591 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: 20,364 shares; 2024Q4: 20,405 shares; 2025Q1: 29,421 shares; 2025Q2: 23,748 shares; 2025Q3: 23,670 shares; 2025Q4: 23,084 shares; 2026Q1: 23,974 shares 23,974 $626K 0.01% +890 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: 7,725 shares; 2024Q4: 6,023 shares; 2025Q1: 5,339 shares; 2025Q2: 5,523 shares; 2025Q3: 6,147 shares; 2025Q4: 6,160 shares; 2026Q1: 8,591 shares 8,591 $625K 0.01% +2,431 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,532 shares; 2024Q4: 28,721 shares; 2025Q1: 29,009 shares; 2025Q2: 28,908 shares; 2025Q3: 29,204 shares; 2025Q4: 27,823 shares; 2026Q1: 25,381 shares 25,381 $624K 0.01% -2,442 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 11,086 shares; 2025Q1: 14,680 shares; 2025Q2: 10,948 shares; 2025Q3: 11,526 shares; 2025Q4: 9,578 shares; 2026Q1: 10,090 shares 10,090 $622K 0.01% +512 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: 15,609 shares; 2025Q1: 15,659 shares; 2025Q2: 15,609 shares; 2025Q3: 18,480 shares; 2025Q4: 21,480 shares; 2026Q1: 21,480 shares 21,480 $622K 0.01% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,601 shares; 2025Q4: 5,680 shares; 2026Q1: 12,411 shares 12,411 $621K 0.01% +6,731 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: 75,767 shares; 2024Q4: 67,042 shares; 2025Q1: 71,133 shares; 2025Q2: 62,165 shares; 2025Q3: 84,735 shares; 2025Q4: 75,379 shares; 2026Q1: 75,366 shares 75,366 $620K 0.01% -13 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: 11,274 shares; 2024Q4: 4,610 shares; 2025Q1: 30,090 shares; 2025Q2: 18,760 shares; 2025Q3: 28,715 shares; 2025Q4: 22,745 shares; 2026Q1: 6,633 shares 6,633 $614K 0.01% -16,112 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: 7,033 shares; 2024Q4: 7,094 shares; 2025Q1: 7,656 shares; 2025Q2: 7,263 shares; 2025Q3: 7,269 shares; 2025Q4: 7,265 shares; 2026Q1: 7,011 shares 7,011 $611K 0.01% -254 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,148 shares; 2024Q4: 62,093 shares; 2025Q1: 62,088 shares; 2025Q2: 62,143 shares; 2025Q3: 62,218 shares; 2025Q4: 62,143 shares; 2026Q1: 62,133 shares 62,133 $608K 0.01% -10 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 5,783 shares; 2025Q1: 5,174 shares; 2025Q2: 4,174 shares; 2025Q3: 4,412 shares; 2025Q4: 4,388 shares; 2026Q1: 4,421 shares 4,421 $607K 0.01% +33 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,176 shares; 2025Q1: 1,193 shares; 2025Q2: 1,255 shares; 2025Q3: 1,269 shares; 2025Q4: 1,345 shares; 2026Q1: 1,394 shares 1,394 $605K 0.01% +49 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 627 shares; 2025Q1: 1,127 shares; 2025Q2: 850 shares; 2025Q3: 961 shares; 2025Q4: 790 shares; 2026Q1: 1,246 shares 1,246 $604K 0.01% +456 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: 4,892 shares; 2024Q4: 4,610 shares; 2025Q1: 4,615 shares; 2025Q2: 4,583 shares; 2025Q3: 4,752 shares; 2025Q4: 4,529 shares; 2026Q1: 4,620 shares 4,620 $600K 0.01% +91 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 537 shares; 2025Q3: 645 shares; 2025Q4: 791 shares; 2026Q1: 806 shares 806 $595K 0.01% +15 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 6,377 shares; 2025Q1: 6,408 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,413 shares; 2026Q1: 6,170 shares 6,170 $594K 0.01% -243 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,003 shares; 2025Q1: 1,182 shares; 2025Q2: 1,591 shares; 2025Q3: 2,635 shares; 2025Q4: 3,317 shares; 2026Q1: 3,650 shares 3,650 $593K 0.01% +333 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,691 shares; 2026Q1: 16,119 shares 16,119 $593K 0.01% +428 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,129 shares; 2025Q1: 5,937 shares; 2025Q2: 5,342 shares; 2025Q3: 5,050 shares; 2025Q4: 5,772 shares; 2026Q1: 6,055 shares 6,055 $591K 0.01% +283 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: 1,984 shares; 2024Q4: 2,015 shares; 2025Q1: 3,140 shares; 2025Q2: 2,333 shares; 2025Q3: 2,078 shares; 2025Q4: 2,823 shares; 2026Q1: 2,820 shares 2,820 $589K 0.01% -3 Timeline CTA 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: not reported; 2024Q4: not reported; 2025Q1: 130,075 shares; 2025Q2: 20,431 shares; 2025Q3: 20,506 shares; 2025Q4: 19,296 shares; 2026Q1: 19,417 shares 19,417 $587K 0.01% +121 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,918 shares; 2025Q1: 2,438 shares; 2025Q2: 2,064 shares; 2025Q3: 2,119 shares; 2025Q4: 1,984 shares; 2026Q1: 1,854 shares 1,854 $582K 0.01% -130 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,897 shares; 2025Q1: 3,928 shares; 2025Q2: 2,989 shares; 2025Q3: 3,123 shares; 2025Q4: 3,628 shares; 2026Q1: 3,684 shares 3,684 $579K 0.01% +56 Timeline FXI 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: 16,599 shares; 2025Q4: 16,724 shares; 2026Q1: 16,099 shares 16,099 $578K 0.01% -625 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 636 shares; 2025Q1: 1,516 shares; 2025Q2: 1,152 shares; 2025Q3: 1,166 shares; 2025Q4: 1,312 shares; 2026Q1: 1,288 shares 1,288 $573K 0.01% -24 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,750 shares; 2025Q1: 3,479 shares; 2025Q2: 2,893 shares; 2025Q3: 3,593 shares; 2025Q4: 3,635 shares; 2026Q1: 3,779 shares 3,779 $572K 0.01% +144 Timeline HDV 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: 2,023 shares; 2024Q4: 2,115 shares; 2025Q1: 7,577 shares; 2025Q2: 2,334 shares; 2025Q3: 2,095 shares; 2025Q4: 2,167 shares; 2026Q1: 4,199 shares 4,199 $570K 0.01% +2,032 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 422 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 303 shares; 2026Q1: 297 shares 297 $568K 0.01% -6 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 5,248 shares; 2025Q1: 3,737 shares; 2025Q2: 2,998 shares; 2025Q3: 2,656 shares; 2025Q4: 2,614 shares; 2026Q1: 2,503 shares 2,503 $564K 0.01% -111 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,283 shares; 2024Q4: 17,811 shares; 2025Q1: 24,893 shares; 2025Q2: 16,348 shares; 2025Q3: 16,860 shares; 2025Q4: 20,942 shares; 2026Q1: 20,515 shares 20,515 $563K 0.01% -427 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,842 shares; 2024Q4: 79,190 shares; 2025Q1: 73,770 shares; 2025Q2: 65,357 shares; 2025Q3: 50,807 shares; 2025Q4: 37,780 shares; 2026Q1: 48,246 shares 48,246 $562K 0.01% +10,466 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: 10,138 shares; 2024Q4: 9,507 shares; 2025Q1: 12,406 shares; 2025Q2: 10,182 shares; 2025Q3: 8,842 shares; 2025Q4: 8,846 shares; 2026Q1: 6,830 shares 6,830 $560K 0.01% -2,016 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,032 shares; 2024Q4: 48,352 shares; 2025Q1: 593,025 shares; 2025Q2: 35,551 shares; 2025Q3: 19,871 shares; 2025Q4: 24,143 shares; 2026Q1: 24,878 shares 24,878 $557K 0.01% +735 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: 5,079 shares; 2024Q4: 3,274 shares; 2025Q1: 2,636 shares; 2025Q2: 4,055 shares; 2025Q3: 3,751 shares; 2025Q4: 3,226 shares; 2026Q1: 3,030 shares 3,030 $555K 0.01% -196 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,979 shares; 2025Q1: 8,061 shares; 2025Q2: 7,089 shares; 2025Q3: 8,313 shares; 2025Q4: 7,049 shares; 2026Q1: 6,860 shares 6,860 $555K 0.01% -189 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,101 shares; 2025Q2: 4,624 shares; 2025Q3: 10,699 shares; 2025Q4: 15,072 shares; 2026Q1: 16,526 shares 16,526 $549K 0.01% +1,454 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,879 shares 11,879 $548K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 21,463 shares; 2025Q1: 28,946 shares; 2025Q2: 27,522 shares; 2025Q3: 28,012 shares; 2025Q4: 28,498 shares; 2026Q1: 27,283 shares 27,283 $547K 0.01% -1,215 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,721 shares; 2024Q4: 13,476 shares; 2025Q1: 13,411 shares; 2025Q2: 12,271 shares; 2025Q3: 11,961 shares; 2025Q4: 11,127 shares; 2026Q1: 10,404 shares 10,404 $544K 0.01% -723 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2,717 shares; 2025Q1: 3,322 shares; 2025Q2: 2,667 shares; 2025Q3: 2,675 shares; 2025Q4: 2,673 shares; 2026Q1: 2,733 shares 2,733 $542K 0.01% +60 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 8,712 shares; 2025Q1: 9,142 shares; 2025Q2: 8,396 shares; 2025Q3: 8,424 shares; 2025Q4: 7,656 shares; 2026Q1: 7,756 shares 7,756 $537K 0.01% +100 Timeline IPAY 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: 19,396 shares; 2024Q4: 18,442 shares; 2025Q1: 19,972 shares; 2025Q2: 16,654 shares; 2025Q3: 16,552 shares; 2025Q4: 14,512 shares; 2026Q1: 12,523 shares 12,523 $536K 0.01% -1,989 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,388 shares; 2025Q1: 8,049 shares; 2025Q2: 6,200 shares; 2025Q3: 6,041 shares; 2025Q4: 5,919 shares; 2026Q1: 5,943 shares 5,943 $536K 0.01% +24 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: 5,119 shares; 2024Q4: 4,746 shares; 2025Q1: 7,358 shares; 2025Q2: 4,826 shares; 2025Q3: 4,534 shares; 2025Q4: 4,548 shares; 2026Q1: 4,514 shares 4,514 $535K 0.01% -34 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,486 shares; 2026Q1: 12,293 shares 12,293 $534K 0.01% +3,807 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 9,060 shares; 2025Q1: 9,113 shares; 2025Q2: 8,990 shares; 2025Q3: 8,403 shares; 2025Q4: 8,434 shares; 2026Q1: 8,365 shares 8,365 $532K 0.01% -69 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,596 shares; 2025Q1: 5,953 shares; 2025Q2: 5,634 shares; 2025Q3: 4,778 shares; 2025Q4: 4,633 shares; 2026Q1: 4,675 shares 4,675 $529K 0.01% +42 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,942 shares; 2025Q4: 57,548 shares; 2026Q1: 43,407 shares 43,407 $529K 0.01% -14,141 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,254 shares; 2025Q1: 3,819 shares; 2025Q2: 3,183 shares; 2025Q3: 3,088 shares; 2025Q4: 3,073 shares; 2026Q1: 3,301 shares 3,301 $524K 0.01% +228 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 6,545 shares; 2025Q1: 13,488 shares; 2025Q2: 6,546 shares; 2025Q3: 6,587 shares; 2025Q4: 6,587 shares; 2026Q1: 6,628 shares 6,628 $524K 0.01% +41 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: 19,290 shares; 2024Q4: 19,010 shares; 2025Q1: 20,776 shares; 2025Q2: 17,324 shares; 2025Q3: 16,497 shares; 2025Q4: 15,768 shares; 2026Q1: 11,571 shares 11,571 $523K 0.01% -4,197 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: 8,324 shares; 2024Q4: 8,279 shares; 2025Q1: 8,190 shares; 2025Q2: 8,191 shares; 2025Q3: 8,245 shares; 2025Q4: 8,319 shares; 2026Q1: 8,270 shares 8,270 $517K 0.01% -49 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,350 shares; 2026Q1: 16,350 shares 16,350 $516K 0.01% +1,000 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,260 shares 1,260 $514K 0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 23,478 shares; 2025Q1: 23,745 shares; 2025Q2: 26,983 shares; 2025Q3: 28,244 shares; 2025Q4: 28,541 shares; 2026Q1: 26,802 shares 26,802 $514K 0.01% -1,739 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: 10,999 shares; 2024Q4: 12,874 shares; 2025Q1: 16,423 shares; 2025Q2: 12,841 shares; 2025Q3: 16,782 shares; 2025Q4: 12,863 shares; 2026Q1: 9,713 shares 9,713 $512K 0.01% -3,150 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: 8,997 shares; 2024Q4: 6,675 shares; 2025Q1: 47,328 shares; 2025Q2: 5,814 shares; 2025Q3: 3,685 shares; 2025Q4: 4,504 shares; 2026Q1: 4,320 shares 4,320 $512K 0.01% -184 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,919 shares; 2024Q4: 8,292 shares; 2025Q1: 10,638 shares; 2025Q2: 9,649 shares; 2025Q3: 9,689 shares; 2025Q4: 10,174 shares; 2026Q1: 10,338 shares 10,338 $507K 0.01% +164 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,663 shares; 2024Q4: 32,663 shares; 2025Q1: 29,766 shares; 2025Q2: 26,578 shares; 2025Q3: 26,578 shares; 2025Q4: 26,578 shares; 2026Q1: 26,578 shares 26,578 $505K 0.01% 0 Timeline IBMR 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: 21,302 shares; 2025Q2: 21,037 shares; 2025Q3: 19,644 shares; 2025Q4: 20,497 shares; 2026Q1: 19,831 shares 19,831 $503K 0.01% -666 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 10,720 shares; 2025Q1: 18,067 shares; 2025Q2: 10,904 shares; 2025Q3: 10,904 shares; 2025Q4: 10,319 shares; 2026Q1: 10,529 shares 10,529 $502K 0.01% +210 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,153 shares; 2026Q1: 20,041 shares 20,041 $500K 0.01% -112 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: 34,685 shares; 2026Q1: 29,980 shares 29,980 $498K 0.01% -4,705 Timeline USD 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: 2,344 shares; 2024Q4: 4,688 shares; 2025Q1: not reported; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 10,476 shares; 2026Q1: 10,276 shares 10,276 $493K 0.01% -200 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,865 shares 13,865 $492K 0.01% new Timeline XMHQ 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: 3,428 shares; 2024Q4: 3,366 shares; 2025Q1: 3,915 shares; 2025Q2: 4,211 shares; 2025Q3: 4,218 shares; 2025Q4: 4,274 shares; 2026Q1: 4,725 shares 4,725 $488K 0.01% +451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,078 shares 13,078 $487K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,398 shares; 2025Q4: 2,387 shares; 2026Q1: 4,479 shares 4,479 $486K 0.01% +2,092 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,514 shares; 2025Q4: 5,213 shares; 2026Q1: 5,170 shares 5,170 $485K 0.01% -43 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,835 shares; 2024Q4: 12,016 shares; 2025Q1: 9,527 shares; 2025Q2: 9,286 shares; 2025Q3: 8,982 shares; 2025Q4: 9,448 shares; 2026Q1: 6,439 shares 6,439 $485K 0.01% -3,009 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: 10,921 shares; 2024Q4: 10,921 shares; 2025Q1: 10,922 shares; 2025Q2: 10,922 shares; 2025Q3: 10,922 shares; 2025Q4: 10,670 shares; 2026Q1: 10,670 shares 10,670 $483K 0.01% 0 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: 8,297 shares; 2024Q4: 7,752 shares; 2025Q1: 9,823 shares; 2025Q2: 8,564 shares; 2025Q3: 9,185 shares; 2025Q4: 9,602 shares; 2026Q1: 6,795 shares 6,795 $481K 0.01% -2,807 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,559 shares; 2025Q1: 3,965 shares; 2025Q2: 2,322 shares; 2025Q3: 4,600 shares; 2025Q4: 5,546 shares; 2026Q1: 2,752 shares 2,752 $481K 0.01% -2,794 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,791 shares; 2024Q4: 28,006 shares; 2025Q1: 26,077 shares; 2025Q2: 24,251 shares; 2025Q3: 23,495 shares; 2025Q4: 21,716 shares; 2026Q1: 19,493 shares 19,493 $479K 0.01% -2,223 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,116 shares; 2024Q4: 17,249 shares; 2025Q1: 20,528 shares; 2025Q2: 17,222 shares; 2025Q3: 18,401 shares; 2025Q4: 18,611 shares; 2026Q1: 20,094 shares 20,094 $478K 0.01% +1,483 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,388 shares; 2025Q1: 9,966 shares; 2025Q2: 3,562 shares; 2025Q3: 3,966 shares; 2025Q4: 3,922 shares; 2026Q1: 4,749 shares 4,749 $478K 0.01% +827 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: 14,925 shares; 2024Q4: 11,146 shares; 2025Q1: 9,837 shares; 2025Q2: 16,355 shares; 2025Q3: 13,734 shares; 2025Q4: 11,542 shares; 2026Q1: 3,148 shares 3,148 $475K 0.01% -8,394 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 1,190 shares; 2026Q1: 1,256 shares 1,256 $474K 0.01% +66 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 1,706 shares; 2026Q1: 3,556 shares 3,556 $474K 0.01% +1,850 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 6,749 shares; 2025Q1: 10,126 shares; 2025Q2: 6,897 shares; 2025Q3: 6,965 shares; 2025Q4: 6,800 shares; 2026Q1: 7,313 shares 7,313 $472K 0.01% +513 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,699 shares; 2025Q1: 3,664 shares; 2025Q2: 2,157 shares; 2025Q3: 2,133 shares; 2025Q4: 2,142 shares; 2026Q1: 1,969 shares 1,969 $471K 0.01% -173 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,021 shares; 2024Q4: 46,198 shares; 2025Q1: 74,490 shares; 2025Q2: 51,882 shares; 2025Q3: 52,128 shares; 2025Q4: 42,272 shares; 2026Q1: 40,697 shares 40,697 $470K 0.01% -1,575 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 17,943 shares; 2025Q1: 12,986 shares; 2025Q2: 8,686 shares; 2025Q3: 8,666 shares; 2025Q4: 6,305 shares; 2026Q1: 5,662 shares 5,662 $468K 0.01% -643 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,453 shares; 2025Q1: 8,622 shares; 2025Q2: 5,580 shares; 2025Q3: 5,443 shares; 2025Q4: 5,446 shares; 2026Q1: 4,786 shares 4,786 $464K 0.01% -660 Timeline IMCV 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: 5,304 shares; 2024Q4: 5,304 shares; 2025Q1: 5,304 shares; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares; 2025Q4: 5,304 shares; 2026Q1: 5,304 shares 5,304 $450K 0.01% 0 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: 12,113 shares; 2024Q4: 11,730 shares; 2025Q1: 27,543 shares; 2025Q2: 20,155 shares; 2025Q3: 25,869 shares; 2025Q4: 24,745 shares; 2026Q1: 24,945 shares 24,945 $450K 0.01% +200 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,355 shares 8,355 $444K 0.01% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,974 shares 8,974 $444K 0.01% new Timeline XT 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: 7,268 shares; 2024Q4: 8,192 shares; 2025Q1: 150,309 shares; 2025Q2: 5,351 shares; 2025Q3: 4,904 shares; 2025Q4: 4,911 shares; 2026Q1: 6,502 shares 6,502 $443K 0.01% +1,591 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,049 shares 10,049 $442K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,608 shares; 2025Q1: 1,859 shares; 2025Q2: 1,533 shares; 2025Q3: 1,589 shares; 2025Q4: 1,430 shares; 2026Q1: 1,364 shares 1,364 $440K 0.01% -66 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: 3,787 shares; 2024Q4: 3,363 shares; 2025Q1: 3,927 shares; 2025Q2: 3,043 shares; 2025Q3: 3,011 shares; 2025Q4: 2,506 shares; 2026Q1: 3,917 shares 3,917 $436K 0.01% +1,411 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 4,612 shares; 2025Q1: 6,770 shares; 2025Q2: 4,358 shares; 2025Q3: 3,057 shares; 2025Q4: 1,793 shares; 2026Q1: 3,448 shares 3,448 $435K 0.01% +1,655 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: 2,548 shares; 2025Q1: 4,195 shares; 2025Q2: 4,516 shares; 2025Q3: 4,685 shares; 2025Q4: not reported; 2026Q1: 7,356 shares 7,356 $434K 0.01% new 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: 3,990 shares; 2024Q4: 3,685 shares; 2025Q1: 5,135 shares; 2025Q2: 3,240 shares; 2025Q3: 3,333 shares; 2025Q4: 3,192 shares; 2026Q1: 3,190 shares 3,190 $431K <0.01% -2 Timeline IBDT 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: 8,958 shares; 2025Q1: 17,067 shares; 2025Q2: 10,000 shares; 2025Q3: 10,541 shares; 2025Q4: 22,316 shares; 2026Q1: 17,008 shares 17,008 $431K <0.01% -5,308 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 17,000 shares; 2026Q1: 17,000 shares 17,000 $431K <0.01% 0 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: 27,698 shares; 2024Q4: 27,931 shares; 2025Q1: 39,552 shares; 2025Q2: 27,878 shares; 2025Q3: 26,330 shares; 2025Q4: 10,128 shares; 2026Q1: 7,712 shares 7,712 $430K <0.01% -2,416 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,583 shares 11,583 $429K <0.01% new 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: 10,847 shares; 2024Q4: 10,477 shares; 2025Q1: 50,644 shares; 2025Q2: 9,622 shares; 2025Q3: 7,784 shares; 2025Q4: 7,921 shares; 2026Q1: 7,718 shares 7,718 $428K <0.01% -203 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: 2,212 shares; 2025Q3: 4,278 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $428K <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: 3,618 shares; 2024Q4: 2,849 shares; 2025Q1: 14,547 shares; 2025Q2: 11,001 shares; 2025Q3: 10,674 shares; 2025Q4: 2,750 shares; 2026Q1: 2,497 shares 2,497 $422K <0.01% -253 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,144 shares; 2025Q1: 1,685 shares; 2025Q2: 1,297 shares; 2025Q3: 1,353 shares; 2025Q4: 1,662 shares; 2026Q1: 1,544 shares 1,544 $420K <0.01% -118 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,814 shares; 2025Q1: 7,250 shares; 2025Q2: 6,547 shares; 2025Q3: 5,583 shares; 2025Q4: 5,454 shares; 2026Q1: 6,851 shares 6,851 $418K <0.01% +1,397 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,651 shares; 2025Q4: 17,651 shares; 2026Q1: 17,651 shares 17,651 $417K <0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 14,884 shares; 2025Q1: 25,169 shares; 2025Q2: 14,248 shares; 2025Q3: 14,249 shares; 2025Q4: 11,262 shares; 2026Q1: 12,280 shares 12,280 $417K <0.01% +1,018 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: 2,430 shares; 2024Q4: 2,552 shares; 2025Q1: 8,101 shares; 2025Q2: 1,907 shares; 2025Q3: 1,749 shares; 2025Q4: 1,787 shares; 2026Q1: 1,620 shares 1,620 $417K <0.01% -167 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,544 shares; 2025Q1: 2,863 shares; 2025Q2: 2,842 shares; 2025Q3: 3,114 shares; 2025Q4: 3,268 shares; 2026Q1: 3,290 shares 3,290 $416K <0.01% +22 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: 13,953 shares; 2024Q4: 8,260 shares; 2025Q1: 8,453 shares; 2025Q2: 6,889 shares; 2025Q3: 6,954 shares; 2025Q4: 7,491 shares; 2026Q1: 7,308 shares 7,308 $415K <0.01% -183 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 4,644 shares; 2025Q1: 5,092 shares; 2025Q2: 4,057 shares; 2025Q3: 4,019 shares; 2025Q4: 4,084 shares; 2026Q1: 4,034 shares 4,034 $415K <0.01% -50 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,129 shares; 2026Q1: 11,996 shares 11,996 $414K <0.01% -133 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: 6,708 shares; 2024Q4: 6,006 shares; 2025Q1: 6,462 shares; 2025Q2: 5,391 shares; 2025Q3: 4,758 shares; 2025Q4: 2,498 shares; 2026Q1: 2,007 shares 2,007 $414K <0.01% -491 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 15,568 shares; 2025Q1: 21,891 shares; 2025Q2: 15,684 shares; 2025Q3: 15,739 shares; 2025Q4: 14,804 shares; 2026Q1: 14,858 shares 14,858 $414K <0.01% +54 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 805 shares; 2025Q3: 841 shares; 2025Q4: 1,283 shares; 2026Q1: 1,315 shares 1,315 $413K <0.01% +32 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: 2,303 shares; 2024Q4: 1,889 shares; 2025Q1: 2,907 shares; 2025Q2: 2,093 shares; 2025Q3: 2,043 shares; 2025Q4: 1,996 shares; 2026Q1: 1,982 shares 1,982 $412K <0.01% -14 Timeline EFV 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: 5,869 shares; 2024Q4: 4,018 shares; 2025Q1: 4,465 shares; 2025Q2: not reported; 2025Q3: 4,258 shares; 2025Q4: 4,993 shares; 2026Q1: 5,535 shares 5,535 $412K <0.01% +542 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,541 shares; 2025Q1: 8,515 shares; 2025Q2: 5,909 shares; 2025Q3: 6,114 shares; 2025Q4: 6,053 shares; 2026Q1: 5,707 shares 5,707 $410K <0.01% -346 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: 3,725 shares; 2024Q4: 3,390 shares; 2025Q1: 4,759 shares; 2025Q2: 3,666 shares; 2025Q3: 3,462 shares; 2025Q4: 2,664 shares; 2026Q1: 2,358 shares 2,358 $409K <0.01% -306 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 1,120 shares; 2025Q4: 1,457 shares; 2026Q1: 1,448 shares 1,448 $409K <0.01% -9 Timeline IMTM 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: 8,494 shares; 2026Q1: 8,513 shares 8,513 $409K <0.01% +19 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,238 shares; 2024Q4: 33,036 shares; 2025Q1: 35,024 shares; 2025Q2: 35,469 shares; 2025Q3: 36,200 shares; 2025Q4: 36,507 shares; 2026Q1: 35,807 shares 35,807 $404K <0.01% -700 Timeline AIRR 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: 3,026 shares; 2025Q4: 3,763 shares; 2026Q1: 3,639 shares 3,639 $403K <0.01% -124 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 2,945 shares; 2025Q1: 3,300 shares; 2025Q2: 2,697 shares; 2025Q3: 2,948 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $402K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 3,828 shares; 2025Q1: 3,685 shares; 2025Q2: 3,694 shares; 2025Q3: 3,732 shares; 2025Q4: 3,684 shares; 2026Q1: 3,784 shares 3,784 $402K <0.01% +100 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,446 shares 9,446 $402K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,188 shares; 2025Q1: 3,171 shares; 2025Q2: 2,334 shares; 2025Q3: 2,350 shares; 2025Q4: 2,682 shares; 2026Q1: 2,741 shares 2,741 $401K <0.01% +59 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: 32,576 shares; 2024Q4: 31,609 shares; 2025Q1: 36,866 shares; 2025Q2: 27,875 shares; 2025Q3: 26,027 shares; 2025Q4: 23,046 shares; 2026Q1: 10,699 shares 10,699 $398K <0.01% -12,347 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,924 shares; 2025Q1: 9,374 shares; 2025Q2: 9,471 shares; 2025Q3: 9,438 shares; 2025Q4: 9,518 shares; 2026Q1: 9,928 shares 9,928 $396K <0.01% +410 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,787 shares; 2025Q1: 6,744 shares; 2025Q2: 4,718 shares; 2025Q3: 4,625 shares; 2025Q4: 4,666 shares; 2026Q1: 4,970 shares 4,970 $395K <0.01% +304 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: 6,055 shares; 2024Q4: 5,826 shares; 2025Q1: 8,402 shares; 2025Q2: 6,057 shares; 2025Q3: 6,254 shares; 2025Q4: 6,127 shares; 2026Q1: 6,043 shares 6,043 $395K <0.01% -84 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,766 shares; 2025Q2: not reported; 2025Q3: 12,140 shares; 2025Q4: 14,036 shares; 2026Q1: 14,292 shares 14,292 $395K <0.01% +256 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,247 shares; 2025Q1: 6,298 shares; 2025Q2: 5,720 shares; 2025Q3: 5,575 shares; 2025Q4: 5,446 shares; 2026Q1: 5,768 shares 5,768 $392K <0.01% +322 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 4,866 shares; 2025Q1: 5,922 shares; 2025Q2: 4,562 shares; 2025Q3: 4,850 shares; 2025Q4: 4,445 shares; 2026Q1: 4,163 shares 4,163 $391K <0.01% -282 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: 862 shares; 2024Q4: 1,157 shares; 2025Q1: 887 shares; 2025Q2: 963 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $391K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,775 shares; 2024Q4: 16,356 shares; 2025Q1: 13,937 shares; 2025Q2: 11,307 shares; 2025Q3: 10,398 shares; 2025Q4: 8,028 shares; 2026Q1: 3,005 shares 3,005 $390K <0.01% -5,023 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,016 shares; 2024Q4: 20,738 shares; 2025Q1: 22,429 shares; 2025Q2: 20,626 shares; 2025Q3: 20,634 shares; 2025Q4: 20,913 shares; 2026Q1: 19,672 shares 19,672 $389K <0.01% -1,241 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,647 shares; 2024Q4: 20,474 shares; 2025Q1: 5,823 shares; 2025Q2: 6,293 shares; 2025Q3: 5,557 shares; 2025Q4: 5,483 shares; 2026Q1: 5,359 shares 5,359 $388K <0.01% -124 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 2,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,136 shares; 2026Q1: 2,157 shares 2,157 $387K <0.01% +21 Timeline IDEV 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: 4,111 shares; 2024Q4: 4,103 shares; 2025Q1: 5,378 shares; 2025Q2: 4,414 shares; 2025Q3: 4,558 shares; 2025Q4: 4,779 shares; 2026Q1: 4,615 shares 4,615 $386K <0.01% -164 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 7,679 shares; 2025Q1: 8,157 shares; 2025Q2: 4,649 shares; 2025Q3: 4,880 shares; 2025Q4: 4,768 shares; 2026Q1: 5,395 shares 5,395 $385K <0.01% +627 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: 4,409 shares; 2024Q4: 4,527 shares; 2025Q1: 10,163 shares; 2025Q2: 5,740 shares; 2025Q3: 6,567 shares; 2025Q4: 6,439 shares; 2026Q1: 5,273 shares 5,273 $383K <0.01% -1,166 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5,753 shares; 2025Q1: 6,173 shares; 2025Q2: 5,908 shares; 2025Q3: 5,994 shares; 2025Q4: 5,814 shares; 2026Q1: 5,765 shares 5,765 $382K <0.01% -49 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,936 shares; 2025Q4: 9,071 shares; 2026Q1: 8,952 shares 8,952 $380K <0.01% -119 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: 5,867 shares; 2025Q1: 7,159 shares; 2025Q2: 6,251 shares; 2025Q3: 6,282 shares; 2025Q4: 5,962 shares; 2026Q1: 5,573 shares 5,573 $379K <0.01% -389 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: 3,542 shares; 2024Q4: 18,356 shares; 2025Q1: 19,279 shares; 2025Q2: 19,280 shares; 2025Q3: 19,385 shares; 2025Q4: 19,303 shares; 2026Q1: 18,291 shares 18,291 $379K <0.01% -1,012 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,069 shares; 2024Q4: 72,261 shares; 2025Q1: 100,691 shares; 2025Q2: 71,535 shares; 2025Q3: 35,270 shares; 2025Q4: 35,854 shares; 2026Q1: 35,237 shares 35,237 $378K <0.01% -617 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,568 shares; 2024Q4: 11,816 shares; 2025Q1: 11,241 shares; 2025Q2: 9,896 shares; 2025Q3: 9,061 shares; 2025Q4: 8,491 shares; 2026Q1: 8,047 shares 8,047 $378K <0.01% -444 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 13,395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,306 shares 12,306 $376K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 433 shares; 2025Q1: 547 shares; 2025Q2: 494 shares; 2025Q3: 516 shares; 2025Q4: 585 shares; 2026Q1: 635 shares 635 $374K <0.01% +50 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,607 shares; 2025Q1: 1,668 shares; 2025Q2: 1,609 shares; 2025Q3: 1,622 shares; 2025Q4: 1,643 shares; 2026Q1: 1,670 shares 1,670 $369K <0.01% +27 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,825 shares; 2026Q1: 11,343 shares 11,343 $369K <0.01% +5,518 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,105 shares; 2025Q3: 12,599 shares; 2025Q4: 15,971 shares; 2026Q1: 16,560 shares 16,560 $369K <0.01% +589 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,877 shares; 2024Q4: 13,173 shares; 2025Q1: 17,512 shares; 2025Q2: 15,546 shares; 2025Q3: 16,677 shares; 2025Q4: 17,469 shares; 2026Q1: 16,404 shares 16,404 $369K <0.01% -1,065 Timeline IBTJ 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: 16,278 shares; 2026Q1: 16,879 shares 16,879 $369K <0.01% +601 Timeline IBTG 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: 10,100 shares; 2025Q3: 11,558 shares; 2025Q4: 14,898 shares; 2026Q1: 16,072 shares 16,072 $368K <0.01% +1,174 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 375 shares; 2025Q2: 108 shares; 2025Q3: 124 shares; 2025Q4: 103 shares; 2026Q1: 109 shares 109 $368K <0.01% +6 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 3,974 shares; 2025Q1: 2,722 shares; 2025Q2: 2,115 shares; 2025Q3: 2,131 shares; 2025Q4: 2,253 shares; 2026Q1: 1,591 shares 1,591 $367K <0.01% -662 Timeline IBTH 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: 10,311 shares; 2025Q3: 11,797 shares; 2025Q4: 15,784 shares; 2026Q1: 16,369 shares 16,369 $367K <0.01% +585 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: 9,651 shares; 2024Q4: 8,214 shares; 2025Q1: 9,702 shares; 2025Q2: 7,227 shares; 2025Q3: 6,105 shares; 2025Q4: 5,932 shares; 2026Q1: 5,728 shares 5,728 $367K <0.01% -204 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,295 shares 1,295 $366K <0.01% new Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,195 shares 9,195 $366K <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares 935 $363K <0.01% new Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,608 shares; 2025Q2: 9,547 shares; 2025Q3: 10,435 shares; 2025Q4: 11,269 shares; 2026Q1: 10,604 shares 10,604 $363K <0.01% -665 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,810 shares; 2024Q4: 44,990 shares; 2025Q1: 45,916 shares; 2025Q2: 45,116 shares; 2025Q3: 45,439 shares; 2025Q4: 45,800 shares; 2026Q1: 45,436 shares 45,436 $361K <0.01% -364 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: 4,187 shares; 2024Q4: 4,374 shares; 2025Q1: 4,325 shares; 2025Q2: 4,126 shares; 2025Q3: 4,127 shares; 2025Q4: 4,128 shares; 2026Q1: 3,928 shares 3,928 $360K <0.01% -200 Timeline QQQH 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: 6,544 shares; 2025Q3: 6,699 shares; 2025Q4: 6,851 shares; 2026Q1: 7,008 shares 7,008 $359K <0.01% +157 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: not reported; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 3,794 shares; 2025Q3: 3,809 shares; 2025Q4: 3,781 shares; 2026Q1: 3,782 shares 3,782 $358K <0.01% +1 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,670 shares; 2024Q4: 14,794 shares; 2025Q1: 15,761 shares; 2025Q2: 15,727 shares; 2025Q3: 15,740 shares; 2025Q4: 15,726 shares; 2026Q1: 8,656 shares 8,656 $357K <0.01% -7,070 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,882 shares; 2024Q4: 15,614 shares; 2025Q1: 15,881 shares; 2025Q2: 11,682 shares; 2025Q3: 11,654 shares; 2025Q4: 9,992 shares; 2026Q1: 3,251 shares 3,251 $355K <0.01% -6,741 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,312 shares; 2025Q1: 4,138 shares; 2025Q2: 3,921 shares; 2025Q3: 4,764 shares; 2025Q4: 3,127 shares; 2026Q1: 2,842 shares 2,842 $355K <0.01% -285 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,486 shares; 2025Q1: not reported; 2025Q2: 5,670 shares; 2025Q3: 10,239 shares; 2025Q4: 11,675 shares; 2026Q1: 12,300 shares 12,300 $355K <0.01% +625 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,740 shares; 2025Q1: 6,791 shares; 2025Q2: 6,873 shares; 2025Q3: 6,953 shares; 2025Q4: 7,056 shares; 2026Q1: 7,105 shares 7,105 $354K <0.01% +49 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,052 shares; 2024Q4: 20,528 shares; 2025Q1: 20,995 shares; 2025Q2: 16,014 shares; 2025Q3: 15,796 shares; 2025Q4: 16,881 shares; 2026Q1: 16,892 shares 16,892 $353K <0.01% +11 Timeline AGGH 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: not reported; 2024Q4: not reported; 2025Q1: 829,936 shares; 2025Q2: 17,207 shares; 2025Q3: 17,207 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares 17,200 $350K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares; 2026Q1: 3,008 shares 3,008 $347K <0.01% -177 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,646 shares; 2025Q1: 2,108 shares; 2025Q2: 1,456 shares; 2025Q3: 1,480 shares; 2025Q4: 1,549 shares; 2026Q1: 1,700 shares 1,700 $347K <0.01% +151 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: 5,957 shares; 2024Q4: 2,995 shares; 2025Q1: 4,386 shares; 2025Q2: 3,415 shares; 2025Q3: 2,764 shares; 2025Q4: 2,328 shares; 2026Q1: 2,922 shares 2,922 $345K <0.01% +594 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 7,202 shares; 2025Q1: 7,177 shares; 2025Q2: 9,516 shares; 2025Q3: 9,608 shares; 2025Q4: 9,586 shares; 2026Q1: 9,706 shares 9,706 $345K <0.01% +120 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: 4,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,499 shares; 2026Q1: 5,402 shares 5,402 $344K <0.01% -15,097 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,508 shares; 2025Q1: 12,209 shares; 2025Q2: 3,328 shares; 2025Q3: 2,227 shares; 2025Q4: 2,253 shares; 2026Q1: 2,594 shares 2,594 $344K <0.01% +341 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,702 shares; 2025Q4: 1,721 shares; 2026Q1: 1,686 shares 1,686 $342K <0.01% -35 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,892 shares; 2024Q4: 23,129 shares; 2025Q1: 26,245 shares; 2025Q2: 30,338 shares; 2025Q3: 30,724 shares; 2025Q4: 38,813 shares; 2026Q1: 33,896 shares 33,896 $340K <0.01% -4,917 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 567 shares; 2025Q1: 674 shares; 2025Q2: 1,842 shares; 2025Q3: 1,802 shares; 2025Q4: 1,833 shares; 2026Q1: 631 shares 631 $340K <0.01% -1,202 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 7,573 shares; 2025Q1: 7,994 shares; 2025Q2: 7,777 shares; 2025Q3: 7,554 shares; 2025Q4: 7,256 shares; 2026Q1: 7,228 shares 7,228 $336K <0.01% -28 Timeline IDU 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: 2,851 shares; 2024Q4: 2,927 shares; 2025Q1: 3,807 shares; 2025Q2: 2,900 shares; 2025Q3: 2,914 shares; 2025Q4: 2,929 shares; 2026Q1: 2,886 shares 2,886 $335K <0.01% -43 Timeline RVNU 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: 18,423 shares; 2024Q4: 16,681 shares; 2025Q1: 16,733 shares; 2025Q2: 19,714 shares; 2025Q3: 19,762 shares; 2025Q4: 20,033 shares; 2026Q1: 13,585 shares 13,585 $335K <0.01% -6,448 Timeline ONEY 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: 2,431 shares; 2024Q4: 2,447 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 2,636 shares; 2025Q4: 2,690 shares; 2026Q1: 2,788 shares 2,788 $335K <0.01% +98 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,572 shares 5,572 $333K <0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,361 shares; 2025Q1: 2,666 shares; 2025Q2: 2,446 shares; 2025Q3: 2,166 shares; 2025Q4: 3,641 shares; 2026Q1: 3,607 shares 3,607 $333K <0.01% -34 Timeline IUSG 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: 3,223 shares; 2024Q4: 3,640 shares; 2025Q1: 3,611 shares; 2025Q2: 2,253 shares; 2025Q3: 2,237 shares; 2025Q4: 2,295 shares; 2026Q1: 2,141 shares 2,141 $332K <0.01% -154 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,234 shares; 2024Q4: 9,171 shares; 2025Q1: 9,148 shares; 2025Q2: 9,148 shares; 2025Q3: 8,647 shares; 2025Q4: 8,049 shares; 2026Q1: 8,025 shares 8,025 $330K <0.01% -24 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,220 shares; 2025Q1: 1,214 shares; 2025Q2: 1,196 shares; 2025Q3: 1,196 shares; 2025Q4: 1,203 shares; 2026Q1: 1,202 shares 1,202 $330K <0.01% -1 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 3,654 shares; 2025Q1: 4,006 shares; 2025Q2: 3,427 shares; 2025Q3: 3,414 shares; 2025Q4: 3,574 shares; 2026Q1: 3,449 shares 3,449 $327K <0.01% -125 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares; 2026Q1: 1,689 shares 1,689 $324K <0.01% +213 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,307 shares 7,307 $324K <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: 4,859 shares; 2024Q4: 4,920 shares; 2025Q1: 5,552 shares; 2025Q2: 5,292 shares; 2025Q3: 5,023 shares; 2025Q4: 4,585 shares; 2026Q1: 4,196 shares 4,196 $323K <0.01% -389 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,965 shares; 2026Q1: 9,462 shares 9,462 $321K <0.01% +1,497 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: 11,040 shares; 2024Q4: 11,042 shares; 2025Q1: 11,196 shares; 2025Q2: 9,238 shares; 2025Q3: 9,427 shares; 2025Q4: 8,678 shares; 2026Q1: 8,953 shares 8,953 $320K <0.01% +275 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 739 shares; 2026Q1: 1,135 shares 1,135 $320K <0.01% +396 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 1,930 shares; 2025Q1: 2,945 shares; 2025Q2: 1,896 shares; 2025Q3: 1,934 shares; 2025Q4: 2,012 shares; 2026Q1: 1,999 shares 1,999 $316K <0.01% -13 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,459 shares; 2024Q4: 13,168 shares; 2025Q1: 14,737 shares; 2025Q2: 14,087 shares; 2025Q3: 14,381 shares; 2025Q4: 14,562 shares; 2026Q1: 14,574 shares 14,574 $316K <0.01% +12 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,546 shares; 2024Q4: 26,047 shares; 2025Q1: 30,413 shares; 2025Q2: 29,789 shares; 2025Q3: 29,117 shares; 2025Q4: 22,293 shares; 2026Q1: 20,946 shares 20,946 $315K <0.01% -1,347 Timeline FPWR 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: 8,435 shares; 2026Q1: 8,435 shares 8,435 $315K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,718 shares; 2025Q3: 2,809 shares; 2025Q4: 2,820 shares; 2026Q1: 2,873 shares 2,873 $315K <0.01% +53 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: 7,419 shares; 2024Q4: 7,325 shares; 2025Q1: 9,223 shares; 2025Q2: 6,366 shares; 2025Q3: 6,340 shares; 2025Q4: 4,071 shares; 2026Q1: 3,841 shares 3,841 $312K <0.01% -230 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,579 shares 6,579 $312K <0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 10,920 shares; 2025Q2: 7,800 shares; 2025Q3: 8,475 shares; 2025Q4: 8,493 shares; 2026Q1: 9,102 shares 9,102 $310K <0.01% +609 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,747 shares; 2025Q1: 9,819 shares; 2025Q2: 6,175 shares; 2025Q3: 5,530 shares; 2025Q4: 5,688 shares; 2026Q1: 6,780 shares 6,780 $307K <0.01% +1,092 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,966 shares; 2025Q2: 8,255 shares; 2025Q3: 10,410 shares; 2025Q4: 10,410 shares; 2026Q1: 8,627 shares 8,627 $306K <0.01% -1,783 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,043 shares; 2025Q2: 5,386 shares; 2025Q3: 7,409 shares; 2025Q4: 7,423 shares; 2026Q1: 11,523 shares 11,523 $305K <0.01% +4,100 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,335 shares; 2025Q1: 31,285 shares; 2025Q2: 23,881 shares; 2025Q3: 25,066 shares; 2025Q4: 25,259 shares; 2026Q1: 20,675 shares 20,675 $305K <0.01% -4,584 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: not reported; 2025Q4: 7,998 shares; 2026Q1: 8,831 shares 8,831 $304K <0.01% +833 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 2,474 shares; 2025Q1: 2,310 shares; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,813 shares; 2026Q1: 1,829 shares 1,829 $304K <0.01% +16 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: 7,453 shares; 2024Q4: 7,344 shares; 2025Q1: 8,335 shares; 2025Q2: 7,312 shares; 2025Q3: 7,404 shares; 2025Q4: 7,355 shares; 2026Q1: 6,620 shares 6,620 $303K <0.01% -735 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 9,442 shares; 2025Q1: 17,688 shares; 2025Q2: 8,757 shares; 2025Q3: 9,447 shares; 2025Q4: 7,375 shares; 2026Q1: 7,550 shares 7,550 $303K <0.01% +175 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: 2,092 shares; 2025Q4: 2,139 shares; 2026Q1: 2,128 shares 2,128 $300K <0.01% -11 Timeline FLKR 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: 7,500 shares 7,500 $299K <0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,325 shares; 2024Q4: 23,546 shares; 2025Q1: 23,349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,323 shares; 2026Q1: 41,177 shares 41,177 $299K <0.01% -146 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,425 shares; 2025Q1: 16,538 shares; 2025Q2: 10,760 shares; 2025Q3: 10,518 shares; 2025Q4: 9,897 shares; 2026Q1: 8,123 shares 8,123 $299K <0.01% -1,774 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,934 shares; 2025Q4: 3,981 shares; 2026Q1: 3,971 shares 3,971 $298K <0.01% -10 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $297K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,138 shares; 2025Q1: 3,433 shares; 2025Q2: 3,714 shares; 2025Q3: 3,617 shares; 2025Q4: 3,602 shares; 2026Q1: 3,705 shares 3,705 $297K <0.01% +103 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,564 shares; 2025Q4: 5,101 shares; 2026Q1: 6,143 shares 6,143 $296K <0.01% +1,042 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,135 shares 20,135 $296K <0.01% new Timeline IMTX IMMATICS N.V More: the full row for IMMATICS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $295K <0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,561 shares; 2025Q2: 4,623 shares; 2025Q3: 4,416 shares; 2025Q4: 3,918 shares; 2026Q1: 3,909 shares 3,909 $295K <0.01% -9 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,869 shares; 2025Q4: 3,964 shares; 2026Q1: 4,161 shares 4,161 $293K <0.01% +197 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,049 shares; 2024Q4: 15,786 shares; 2025Q1: 98,107 shares; 2025Q2: 10,558 shares; 2025Q3: 10,400 shares; 2025Q4: 10,211 shares; 2026Q1: 10,215 shares 10,215 $293K <0.01% +4 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,996 shares; 2026Q1: 18,417 shares 18,417 $290K <0.01% +3,421 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: 10,902 shares; 2025Q1: 10,996 shares; 2025Q2: 10,920 shares; 2025Q3: 8,091 shares; 2025Q4: 8,091 shares; 2026Q1: 8,091 shares 8,091 $290K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,945 shares; 2025Q1: 4,786 shares; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 3,945 shares; 2026Q1: 4,061 shares 4,061 $289K <0.01% +116 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,328 shares; 2025Q2: 2,971 shares; 2025Q3: 3,079 shares; 2025Q4: 2,970 shares; 2026Q1: 3,167 shares 3,167 $288K <0.01% +197 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,389 shares; 2024Q4: 23,383 shares; 2025Q1: 23,421 shares; 2025Q2: 23,435 shares; 2025Q3: 23,435 shares; 2025Q4: 23,435 shares; 2026Q1: 23,465 shares 23,465 $288K <0.01% +30 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: 2,242 shares; 2024Q4: 2,269 shares; 2025Q1: 2,872 shares; 2025Q2: 2,228 shares; 2025Q3: 2,174 shares; 2025Q4: 1,551 shares; 2026Q1: 1,575 shares 1,575 $287K <0.01% +24 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,973 shares; 2025Q1: 5,140 shares; 2025Q2: 5,015 shares; 2025Q3: 5,035 shares; 2025Q4: 5,063 shares; 2026Q1: 5,105 shares 5,105 $287K <0.01% +42 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: 2,824 shares; 2024Q4: 2,826 shares; 2025Q1: 6,558 shares; 2025Q2: 2,775 shares; 2025Q3: 2,716 shares; 2025Q4: 2,572 shares; 2026Q1: 2,616 shares 2,616 $286K <0.01% +44 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,084 shares; 2024Q4: 13,828 shares; 2025Q1: 13,792 shares; 2025Q2: 13,892 shares; 2025Q3: 13,742 shares; 2025Q4: 11,560 shares; 2026Q1: 7,769 shares 7,769 $285K <0.01% -3,791 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 6,899 shares; 2025Q1: 10,683 shares; 2025Q2: 6,189 shares; 2025Q3: 10,212 shares; 2025Q4: 5,148 shares; 2026Q1: 5,712 shares 5,712 $285K <0.01% +564 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 2,364 shares; 2025Q1: 2,544 shares; 2025Q2: 2,552 shares; 2025Q3: 1,484 shares; 2025Q4: 550 shares; 2026Q1: 804 shares 804 $284K <0.01% +254 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,892 shares; 2024Q4: 156,677 shares; 2025Q1: 243,067 shares; 2025Q2: 173,935 shares; 2025Q3: 179,311 shares; 2025Q4: 179,244 shares; 2026Q1: 4,562 shares 4,562 $283K <0.01% -174,682 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,877 shares; 2025Q2: 3,440 shares; 2025Q3: not reported; 2025Q4: 4,073 shares; 2026Q1: 5,592 shares 5,592 $283K <0.01% +1,519 Timeline SLYV 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: 3,708 shares; 2024Q4: 3,713 shares; 2025Q1: 14,522 shares; 2025Q2: 3,207 shares; 2025Q3: 3,212 shares; 2025Q4: 3,187 shares; 2026Q1: 2,992 shares 2,992 $283K <0.01% -195 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,207 shares; 2025Q2: 3,501 shares; 2025Q3: 3,187 shares; 2025Q4: 3,216 shares; 2026Q1: 3,229 shares 3,229 $283K <0.01% +13 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,159 shares; 2026Q1: 5,009 shares 5,009 $282K <0.01% +850 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,416 shares; 2025Q1: 5,225 shares; 2025Q2: 3,175 shares; 2025Q3: 3,256 shares; 2025Q4: 2,329 shares; 2026Q1: 2,074 shares 2,074 $281K <0.01% -255 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 7,157 shares; 2025Q2: 2,793 shares; 2025Q3: 2,784 shares; 2025Q4: 2,281 shares; 2026Q1: 2,502 shares 2,502 $281K <0.01% +221 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,058 shares; 2024Q4: 13,021 shares; 2025Q1: 13,111 shares; 2025Q2: 11,652 shares; 2025Q3: 11,252 shares; 2025Q4: 11,183 shares; 2026Q1: 11,168 shares 11,168 $281K <0.01% -15 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,518 shares; 2024Q4: 9,881 shares; 2025Q1: 84,390 shares; 2025Q2: 50,205 shares; 2025Q3: 53,033 shares; 2025Q4: 3,622 shares; 2026Q1: 2,372 shares 2,372 $280K <0.01% -1,250 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,197 shares; 2025Q1: 2,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116 shares; 2026Q1: 1,117 shares 1,117 $280K <0.01% +1 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,261 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,823 shares; 2026Q1: 2,660 shares 2,660 $280K <0.01% -163 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,836 shares; 2025Q1: 3,361 shares; 2025Q2: 2,527 shares; 2025Q3: 2,544 shares; 2025Q4: 1,803 shares; 2026Q1: 1,702 shares 1,702 $278K <0.01% -101 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: not reported; 2024Q4: not reported; 2025Q1: 11,810 shares; 2025Q2: not reported; 2025Q3: 7,775 shares; 2025Q4: 6,911 shares; 2026Q1: 6,119 shares 6,119 $278K <0.01% -792 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,877 shares; 2025Q2: 8,177 shares; 2025Q3: 8,177 shares; 2025Q4: 8,309 shares; 2026Q1: 8,309 shares 8,309 $277K <0.01% 0 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,856 shares 3,856 $277K <0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,192 shares 5,192 $275K <0.01% new 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: 2,188 shares; 2024Q4: 2,198 shares; 2025Q1: 3,979 shares; 2025Q2: 1,578 shares; 2025Q3: 2,089 shares; 2025Q4: 2,170 shares; 2026Q1: 1,985 shares 1,985 $275K <0.01% -185 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 5,316 shares; 2026Q1: 5,419 shares 5,419 $275K <0.01% +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: not reported; 2026Q1: 3,829 shares 3,829 $274K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,339 shares 1,339 $274K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: not reported; 2025Q3: 3,117 shares; 2025Q4: 3,413 shares; 2026Q1: 3,348 shares 3,348 $274K <0.01% -65 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,763 shares; 2025Q2: 11,157 shares; 2025Q3: 10,767 shares; 2025Q4: 10,767 shares; 2026Q1: 10,782 shares 10,782 $272K <0.01% +15 Timeline URTY 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: 28,704 shares; 2024Q4: 28,804 shares; 2025Q1: 28,793 shares; 2025Q2: 67,988 shares; 2025Q3: 5,242 shares; 2025Q4: 5,260 shares; 2026Q1: 5,268 shares 5,268 $272K <0.01% +8 Timeline AGGM 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: 2,605 shares 2,605 $271K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 7,219 shares; 2025Q1: 7,986 shares; 2025Q2: 8,010 shares; 2025Q3: 7,958 shares; 2025Q4: 7,752 shares; 2026Q1: 7,865 shares 7,865 $271K <0.01% +113 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 5,306 shares; 2025Q1: 6,638 shares; 2025Q2: 4,133 shares; 2025Q3: 4,272 shares; 2025Q4: 3,807 shares; 2026Q1: 3,998 shares 3,998 $270K <0.01% +191 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: 4,422 shares; 2024Q4: 4,446 shares; 2025Q1: 4,724 shares; 2025Q2: 3,746 shares; 2025Q3: 3,680 shares; 2025Q4: 4,083 shares; 2026Q1: 3,781 shares 3,781 $269K <0.01% -302 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,178 shares; 2026Q1: 2,104 shares 2,104 $268K <0.01% -74 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: not reported; 2026Q1: 656 shares 656 $267K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,578 shares; 2026Q1: 2,851 shares 2,851 $267K <0.01% -727 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,758 shares; 2025Q1: 8,460 shares; 2025Q2: 9,365 shares; 2025Q3: 6,187 shares; 2025Q4: 4,924 shares; 2026Q1: 3,064 shares 3,064 $266K <0.01% -1,860 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 4,151 shares; 2025Q1: 4,151 shares; 2025Q2: 4,158 shares; 2025Q3: 4,009 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares 4,010 $265K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 4,029 shares; 2025Q2: 3,286 shares; 2025Q3: 2,153 shares; 2025Q4: 2,129 shares; 2026Q1: 2,101 shares 2,101 $264K <0.01% -28 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: 2,319 shares; 2025Q1: 2,822 shares; 2025Q2: 2,528 shares; 2025Q3: 2,349 shares; 2025Q4: 2,415 shares; 2026Q1: 2,386 shares 2,386 $262K <0.01% -29 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,591 shares; 2024Q4: 46,888 shares; 2025Q1: 46,888 shares; 2025Q2: 46,888 shares; 2025Q3: 46,888 shares; 2025Q4: 46,888 shares; 2026Q1: 34,165 shares 34,165 $262K <0.01% -12,723 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 2,574 shares; 2025Q1: 3,182 shares; 2025Q2: 2,573 shares; 2025Q3: 2,609 shares; 2025Q4: 5,188 shares; 2026Q1: 5,244 shares 5,244 $262K <0.01% +56 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 12,475 shares; 2025Q1: 14,787 shares; 2025Q2: 13,576 shares; 2025Q3: 13,047 shares; 2025Q4: 13,178 shares; 2026Q1: 10,284 shares 10,284 $262K <0.01% -2,894 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 7,164 shares; 2025Q2: 3,238 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares; 2026Q1: 3,445 shares 3,445 $259K <0.01% +207 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: 9,480 shares; 2025Q1: 9,888 shares; 2025Q2: 9,475 shares; 2025Q3: not reported; 2025Q4: 10,245 shares; 2026Q1: 10,223 shares 10,223 $259K <0.01% -22 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: not reported; 2024Q4: 8,428 shares; 2025Q1: 10,827 shares; 2025Q2: 9,852 shares; 2025Q3: 10,347 shares; 2025Q4: 9,811 shares; 2026Q1: 9,972 shares 9,972 $258K <0.01% +161 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: 4,471 shares; 2024Q4: 4,205 shares; 2025Q1: 20,846 shares; 2025Q2: 4,552 shares; 2025Q3: 4,483 shares; 2025Q4: 3,384 shares; 2026Q1: 3,436 shares 3,436 $258K <0.01% +52 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,375 shares 3,375 $258K <0.01% new Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,805 shares; 2025Q1: 3,806 shares; 2025Q2: 4,075 shares; 2025Q3: 3,592 shares; 2025Q4: not reported; 2026Q1: 3,926 shares 3,926 $256K <0.01% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,173 shares; 2024Q4: 25,013 shares; 2025Q1: 27,673 shares; 2025Q2: 28,264 shares; 2025Q3: 28,463 shares; 2025Q4: 12,696 shares; 2026Q1: 12,774 shares 12,774 $255K <0.01% +78 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 86,079 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,784 shares; 2026Q1: 3,784 shares 3,784 $255K <0.01% 0 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: 1,367 shares; 2024Q4: 1,378 shares; 2025Q1: 1,952 shares; 2025Q2: 1,048 shares; 2025Q3: 1,138 shares; 2025Q4: 1,049 shares; 2026Q1: 1,231 shares 1,231 $254K <0.01% +182 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,391 shares; 2025Q1: 11,854 shares; 2025Q2: 8,875 shares; 2025Q3: 8,325 shares; 2025Q4: 7,800 shares; 2026Q1: 6,387 shares 6,387 $254K <0.01% -1,413 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,679 shares; 2026Q1: 7,704 shares 7,704 $254K <0.01% +1,025 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,731 shares; 2025Q1: 7,685 shares; 2025Q2: 7,503 shares; 2025Q3: 7,465 shares; 2025Q4: 7,397 shares; 2026Q1: 7,018 shares 7,018 $254K <0.01% -379 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,938 shares; 2025Q3: 5,938 shares; 2025Q4: 5,957 shares; 2026Q1: 5,958 shares 5,958 $254K <0.01% +1 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,883 shares; 2026Q1: 16,915 shares 16,915 $254K <0.01% +32 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: not reported; 2025Q1: 2,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,004 shares; 2026Q1: 2,153 shares 2,153 $253K <0.01% +149 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,451 shares; 2025Q4: not reported; 2026Q1: 27,739 shares 27,739 $253K <0.01% new 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: 9,324 shares; 2026Q1: 3,320 shares 3,320 $253K <0.01% -6,004 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,940 shares; 2025Q2: not reported; 2025Q3: 11,193 shares; 2025Q4: 13,237 shares; 2026Q1: 15,921 shares 15,921 $253K <0.01% +2,684 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: not reported; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,280 shares; 2026Q1: 1,364 shares 1,364 $252K <0.01% +84 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,888 shares 3,888 $252K <0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,885 shares; 2025Q4: 3,885 shares; 2026Q1: 3,885 shares 3,885 $250K <0.01% 0 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: 18,681 shares; 2024Q4: 12,615 shares; 2025Q1: 7,751 shares; 2025Q2: 2,018 shares; 2025Q3: 1,802 shares; 2025Q4: 1,722 shares; 2026Q1: 1,657 shares 1,657 $249K <0.01% -65 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 10,075 shares; 2025Q1: 13,565 shares; 2025Q2: 9,890 shares; 2025Q3: 8,990 shares; 2025Q4: 9,225 shares; 2026Q1: 9,200 shares 9,200 $248K <0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,308 shares 1,308 $248K <0.01% +68 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: 1,314 shares; 2024Q4: 1,020 shares; 2025Q1: 1,484 shares; 2025Q2: 1,203 shares; 2025Q3: 1,212 shares; 2025Q4: 1,300 shares; 2026Q1: 844 shares 844 $247K <0.01% -456 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $246K <0.01% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: 4,153 shares; 2025Q3: 4,177 shares; 2025Q4: 4,177 shares; 2026Q1: 4,177 shares 4,177 $246K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,054 shares; 2025Q3: 8,039 shares; 2025Q4: 7,661 shares; 2026Q1: 8,935 shares 8,935 $244K <0.01% +1,274 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,016 shares 2,016 $243K <0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,563 shares; 2024Q4: 16,593 shares; 2025Q1: 16,670 shares; 2025Q2: 14,466 shares; 2025Q3: 13,741 shares; 2025Q4: 13,656 shares; 2026Q1: 13,656 shares 13,656 $242K <0.01% 0 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,157 shares 5,157 $241K <0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,998 shares; 2025Q2: 2,871 shares; 2025Q3: 3,023 shares; 2025Q4: 3,047 shares; 2026Q1: 2,999 shares 2,999 $240K <0.01% -48 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,017 shares; 2025Q4: 7,147 shares; 2026Q1: 7,908 shares 7,908 $237K <0.01% +761 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 9,498 shares; 2025Q1: 9,003 shares; 2025Q2: 9,003 shares; 2025Q3: 9,002 shares; 2025Q4: 8,752 shares; 2026Q1: 8,752 shares 8,752 $237K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: not reported; 2025Q3: 5,955 shares; 2025Q4: 5,876 shares; 2026Q1: 6,047 shares 6,047 $236K <0.01% +171 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,639 shares 4,639 $236K <0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 12,851 shares; 2025Q1: 14,211 shares; 2025Q2: 11,537 shares; 2025Q3: 12,230 shares; 2025Q4: 12,576 shares; 2026Q1: 11,127 shares 11,127 $235K <0.01% -1,449 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,833 shares; 2025Q1: not reported; 2025Q2: 2,796 shares; 2025Q3: 2,801 shares; 2025Q4: 2,807 shares; 2026Q1: 2,882 shares 2,882 $235K <0.01% +75 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,607 shares; 2026Q1: 1,713 shares 1,713 $235K <0.01% +106 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 9,744 shares 9,744 $235K <0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares 2,173 $235K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,998 shares; 2026Q1: 3,184 shares 3,184 $233K <0.01% +186 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: 5,841 shares 5,841 $232K <0.01% new 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: 4,409 shares; 2024Q4: 4,281 shares; 2025Q1: 4,303 shares; 2025Q2: 4,332 shares; 2025Q3: 4,357 shares; 2025Q4: 4,389 shares; 2026Q1: 4,411 shares 4,411 $232K <0.01% +22 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 3,894 shares; 2025Q1: 4,518 shares; 2025Q2: 3,198 shares; 2025Q3: 2,963 shares; 2025Q4: 3,556 shares; 2026Q1: 3,073 shares 3,073 $231K <0.01% -483 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: 13,689 shares; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: not reported; 2026Q1: 2,413 shares 2,413 $231K <0.01% new 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: 6,309 shares; 2025Q4: 6,228 shares; 2026Q1: 5,651 shares 5,651 $230K <0.01% -577 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: 14,219 shares; 2024Q4: 12,923 shares; 2025Q1: 16,803 shares; 2025Q2: 9,026 shares; 2025Q3: 9,057 shares; 2025Q4: not reported; 2026Q1: 11,987 shares 11,987 $230K <0.01% new Timeline BWX 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: 9,635 shares; 2025Q4: 10,245 shares; 2026Q1: 10,490 shares 10,490 $230K <0.01% +245 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: 9,374 shares; 2024Q4: 9,563 shares; 2025Q1: 11,494 shares; 2025Q2: 9,592 shares; 2025Q3: 9,744 shares; 2025Q4: 9,870 shares; 2026Q1: 8,953 shares 8,953 $230K <0.01% -917 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,760 shares 4,760 $227K <0.01% new Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $226K <0.01% 0 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: 4,370 shares; 2024Q4: 3,299 shares; 2025Q1: 3,277 shares; 2025Q2: 2,824 shares; 2025Q3: 2,564 shares; 2025Q4: 2,517 shares; 2026Q1: 2,137 shares 2,137 $226K <0.01% -380 Timeline ISTB 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: 4,491 shares; 2024Q4: 4,491 shares; 2025Q1: 4,391 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares; 2025Q4: 4,590 shares; 2026Q1: 4,590 shares 4,590 $222K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,360 shares 3,360 $222K <0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,093 shares; 2025Q2: 10,087 shares; 2025Q3: 10,313 shares; 2025Q4: 10,402 shares; 2026Q1: 10,457 shares 10,457 $221K <0.01% +55 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,473 shares; 2025Q1: 14,214 shares; 2025Q2: 2,813 shares; 2025Q3: 2,573 shares; 2025Q4: 2,410 shares; 2026Q1: 2,305 shares 2,305 $221K <0.01% -105 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 1,830 shares; 2025Q2: 1,773 shares; 2025Q3: 1,785 shares; 2025Q4: 1,767 shares; 2026Q1: 1,767 shares 1,767 $221K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,426 shares; 2024Q4: 40,168 shares; 2025Q1: 40,459 shares; 2025Q2: 40,204 shares; 2025Q3: 42,739 shares; 2025Q4: 42,912 shares; 2026Q1: 43,579 shares 43,579 $219K <0.01% +667 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,019 shares; 2025Q2: not reported; 2025Q3: 2,258 shares; 2025Q4: 2,181 shares; 2026Q1: 2,280 shares 2,280 $219K <0.01% +99 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,669 shares; 2025Q2: not reported; 2025Q3: 5,245 shares; 2025Q4: 4,849 shares; 2026Q1: 4,826 shares 4,826 $218K <0.01% -23 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: 35,307 shares; 2024Q4: 38,751 shares; 2025Q1: 64,063 shares; 2025Q2: 36,993 shares; 2025Q3: 8,015 shares; 2025Q4: not reported; 2026Q1: 1,114 shares 1,114 $218K <0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,532 shares; 2026Q1: 3,626 shares 3,626 $217K <0.01% +94 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,464 shares; 2025Q1: 4,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,127 shares 3,127 $217K <0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,168 shares; 2025Q1: 4,273 shares; 2025Q2: 2,882 shares; 2025Q3: 2,741 shares; 2025Q4: not reported; 2026Q1: 2,961 shares 2,961 $217K <0.01% new Timeline EWQ 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: 4,912 shares; 2025Q3: 4,912 shares; 2025Q4: 4,937 shares; 2026Q1: 4,937 shares 4,937 $214K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,178 shares 6,178 $213K <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: 5,276 shares; 2024Q4: 5,215 shares; 2025Q1: 6,219 shares; 2025Q2: 4,950 shares; 2025Q3: 3,485 shares; 2025Q4: 3,464 shares; 2026Q1: 3,479 shares 3,479 $213K <0.01% +15 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,132 shares; 2025Q4: 2,293 shares; 2026Q1: 2,316 shares 2,316 $213K <0.01% +23 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: 4,523 shares; 2024Q4: 3,493 shares; 2025Q1: 3,034 shares; 2025Q2: 831 shares; 2025Q3: 835 shares; 2025Q4: 918 shares; 2026Q1: 784 shares 784 $212K <0.01% -134 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,127 shares 2,127 $212K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,258 shares 2,258 $211K <0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,371 shares; 2025Q1: 4,242 shares; 2025Q2: 4,314 shares; 2025Q3: 4,240 shares; 2025Q4: 4,176 shares; 2026Q1: 4,036 shares 4,036 $211K <0.01% -140 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,295 shares 5,295 $211K <0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares 790 $210K <0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,533 shares; 2025Q3: 4,710 shares; 2025Q4: 4,696 shares; 2026Q1: 3,922 shares 3,922 $210K <0.01% -774 Timeline OCTB 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: 8,361 shares 8,361 $210K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,230 shares 4,230 $209K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,809 shares 1,809 $209K <0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,006 shares; 2024Q4: 24,413 shares; 2025Q1: 22,894 shares; 2025Q2: 20,876 shares; 2025Q3: 19,868 shares; 2025Q4: 19,183 shares; 2026Q1: 19,183 shares 19,183 $209K <0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,805 shares; 2026Q1: 13,990 shares 13,990 $208K <0.01% -1,815 Timeline MOAT 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: 4,256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares; 2026Q1: 2,145 shares 2,145 $207K <0.01% +154 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 110 shares 110 $207K <0.01% +1 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,264 shares; 2025Q4: 8,664 shares; 2026Q1: 8,664 shares 8,664 $207K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 3,455 shares; 2025Q1: 4,442 shares; 2025Q2: 1,569 shares; 2025Q3: 1,675 shares; 2025Q4: 1,568 shares; 2026Q1: 1,725 shares 1,725 $206K <0.01% +157 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 961 shares 961 $206K <0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,661 shares; 2025Q1: 12,542 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares; 2025Q4: 11,972 shares; 2026Q1: 12,293 shares 12,293 $206K <0.01% +321 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 2,408 shares; 2025Q1: 29,387 shares; 2025Q2: 26,386 shares; 2025Q3: 3,979 shares; 2025Q4: 1,937 shares; 2026Q1: 1,341 shares 1,341 $205K <0.01% -596 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,170 shares; 2024Q4: 9,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,062 shares; 2026Q1: 9,271 shares 9,271 $205K <0.01% +209 Timeline AIVC 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: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 2,950 shares 2,950 $204K <0.01% -300 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares; 2025Q4: 2,928 shares; 2026Q1: 1,499 shares 1,499 $203K <0.01% -1,429 Timeline EDOW 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $203K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,155 shares; 2024Q4: 11,544 shares; 2025Q1: 164,539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,338 shares 9,338 $201K <0.01% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,201 shares; 2025Q1: 3,809 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 2,417 shares 2,417 $200K <0.01% -1,090 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: not reported; 2024Q4: not reported; 2025Q1: 15,959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,583 shares 12,583 $197K <0.01% new 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: 28,595 shares; 2024Q4: 24,989 shares; 2025Q1: 25,672 shares; 2025Q2: 24,174 shares; 2025Q3: 26,022 shares; 2025Q4: 20,028 shares; 2026Q1: 24,039 shares 24,039 $193K <0.01% +4,011 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS 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: 13,577 shares; 2025Q3: 15,192 shares; 2025Q4: 25,205 shares; 2026Q1: 23,037 shares 23,037 $188K <0.01% -2,168 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 14,149 shares; 2025Q1: 14,247 shares; 2025Q2: 14,289 shares; 2025Q3: 14,330 shares; 2025Q4: 14,373 shares; 2026Q1: 14,316 shares 14,316 $188K <0.01% -57 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,914 shares; 2024Q4: 30,298 shares; 2025Q1: 40,736 shares; 2025Q2: 23,822 shares; 2025Q3: 23,326 shares; 2025Q4: 20,322 shares; 2026Q1: 19,403 shares 19,403 $182K <0.01% -919 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 11,524 shares; 2025Q4: 15,810 shares; 2026Q1: 11,319 shares 11,319 $178K <0.01% -4,491 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,335 shares; 2024Q4: 11,359 shares; 2025Q1: 11,618 shares; 2025Q2: 11,612 shares; 2025Q3: 11,656 shares; 2025Q4: 12,126 shares; 2026Q1: 10,072 shares 10,072 $172K <0.01% -2,054 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: 10,677 shares; 2024Q4: 10,399 shares; 2025Q1: 10,900 shares; 2025Q2: 12,793 shares; 2025Q3: 12,880 shares; 2025Q4: 12,823 shares; 2026Q1: 12,612 shares 12,612 $170K <0.01% -211 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,755 shares; 2026Q1: 16,106 shares 16,106 $166K <0.01% +2,351 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,785 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,104 shares; 2026Q1: 11,749 shares 11,749 $166K <0.01% -355 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,030 shares; 2025Q1: 14,382 shares; 2025Q2: not reported; 2025Q3: 11,087 shares; 2025Q4: not reported; 2026Q1: 11,780 shares 11,780 $165K <0.01% new Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,730 shares; 2025Q4: 10,728 shares; 2026Q1: 10,258 shares 10,258 $146K <0.01% -470 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 18,870 shares 18,870 $145K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,035 shares; 2025Q2: 45,155 shares; 2025Q3: 46,262 shares; 2025Q4: 26,437 shares; 2026Q1: 26,048 shares 26,048 $135K <0.01% -389 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: 5,211 shares; 2025Q3: not reported; 2025Q4: 21,770 shares; 2026Q1: 12,374 shares 12,374 $134K <0.01% -9,396 Timeline KSCP KNIGHTSCOPE INC More: the full row for KNIGHTSCOPE 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: 29,000 shares 29,000 $121K <0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,687 shares; 2024Q4: 11,685 shares; 2025Q1: 13,183 shares; 2025Q2: 15,532 shares; 2025Q3: 15,109 shares; 2025Q4: 11,966 shares; 2026Q1: 12,096 shares 12,096 $120K <0.01% +130 Timeline