DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,934 shares; 2024Q4: 30,493 shares; 2025Q1: 30,993 shares; 2025Q2: 37,633 shares; 2025Q3: 36,700 shares; 2025Q4: 42,817 shares; 2026Q1: 43,869 shares 43,869 $1.97M 0.03% +1,052 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: 15,198 shares; 2024Q4: 17,230 shares; 2025Q1: 17,230 shares; 2025Q2: 104,519 shares; 2025Q3: 135,388 shares; 2025Q4: 182,449 shares; 2026Q1: 173,824 shares 173,824 $1.96M 0.03% -8,625 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,467 shares; 2024Q4: 176,395 shares; 2025Q1: 176,395 shares; 2025Q2: 179,121 shares; 2025Q3: 180,533 shares; 2025Q4: 175,618 shares; 2026Q1: 175,624 shares 175,624 $1.96M 0.03% +6 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: 40,222 shares; 2024Q4: 40,586 shares; 2025Q1: 40,620 shares; 2025Q2: 45,651 shares; 2025Q3: 54,628 shares; 2025Q4: 51,805 shares; 2026Q1: 26,298 shares 26,298 $1.96M 0.03% -25,507 Timeline HEI-A 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: 9,940 shares; 2024Q4: 9,810 shares; 2025Q1: 9,810 shares; 2025Q2: 9,908 shares; 2025Q3: 10,289 shares; 2025Q4: 10,043 shares; 2026Q1: 9,265 shares 9,265 $1.96M 0.03% -778 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,869 shares; 2024Q4: 15,717 shares; 2025Q1: 15,717 shares; 2025Q2: 6,069 shares; 2025Q3: 8,305 shares; 2025Q4: 10,357 shares; 2026Q1: 7,878 shares 7,878 $1.95M 0.03% -2,479 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 22,137 shares; 2025Q1: 22,137 shares; 2025Q2: 24,497 shares; 2025Q3: 24,787 shares; 2025Q4: 24,839 shares; 2026Q1: 25,699 shares 25,699 $1.95M 0.03% +860 Timeline RSP 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: 24,117 shares; 2024Q4: 22,969 shares; 2025Q1: 23,514 shares; 2025Q2: 10,672 shares; 2025Q3: 8,078 shares; 2025Q4: 9,428 shares; 2026Q1: 10,096 shares 10,096 $1.94M 0.03% +668 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 1,936 shares; 2025Q3: 16,897 shares; 2025Q4: 23,767 shares; 2026Q1: 27,046 shares 27,046 $1.93M 0.03% +3,279 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,796 shares; 2024Q4: 33,167 shares; 2025Q1: 33,167 shares; 2025Q2: 32,621 shares; 2025Q3: 31,317 shares; 2025Q4: 36,822 shares; 2026Q1: 38,041 shares 38,041 $1.93M 0.03% +1,219 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 7,250 shares; 2025Q1: 7,277 shares; 2025Q2: 7,262 shares; 2025Q3: 7,049 shares; 2025Q4: 5,703 shares; 2026Q1: 6,007 shares 6,007 $1.93M 0.03% +304 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,294 shares; 2024Q4: 12,306 shares; 2025Q1: 12,306 shares; 2025Q2: 13,576 shares; 2025Q3: 14,079 shares; 2025Q4: 14,868 shares; 2026Q1: 15,140 shares 15,140 $1.92M 0.03% +272 Timeline FLRG 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: 1,021 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 43,387 shares; 2025Q3: 47,107 shares; 2025Q4: 49,788 shares; 2026Q1: 52,000 shares 52,000 $1.91M 0.03% +2,212 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: 2,239 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,694 shares; 2025Q3: 3,282 shares; 2025Q4: 2,627 shares; 2026Q1: 8,220 shares 8,220 $1.9M 0.03% +5,593 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: 10,371 shares; 2024Q4: 13,308 shares; 2025Q1: 13,376 shares; 2025Q2: 11,174 shares; 2025Q3: 12,851 shares; 2025Q4: 14,884 shares; 2026Q1: 13,988 shares 13,988 $1.89M 0.03% -896 Timeline ICSH 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: 21,824 shares; 2024Q4: 39,379 shares; 2025Q1: 41,596 shares; 2025Q2: 54,903 shares; 2025Q3: 55,633 shares; 2025Q4: 52,890 shares; 2026Q1: 37,278 shares 37,278 $1.89M 0.03% -15,612 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,050 shares; 2024Q4: 36,130 shares; 2025Q1: 36,130 shares; 2025Q2: 38,996 shares; 2025Q3: 35,467 shares; 2025Q4: 36,540 shares; 2026Q1: 39,152 shares 39,152 $1.89M 0.03% +2,612 Timeline INTF 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: 725 shares; 2025Q1: 725 shares; 2025Q2: 37,914 shares; 2025Q3: 44,414 shares; 2025Q4: 46,622 shares; 2026Q1: 48,359 shares 48,359 $1.88M 0.03% +1,737 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: 1,121 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,237 shares; 2025Q3: 1,465 shares; 2025Q4: not reported; 2026Q1: 13,339 shares 13,339 $1.88M 0.03% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,225 shares; 2025Q3: 1,320 shares; 2025Q4: 1,310 shares; 2026Q1: 1,725 shares 1,725 $1.88M 0.03% +415 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: 14,242 shares; 2024Q4: 15,768 shares; 2025Q1: 15,768 shares; 2025Q2: 15,198 shares; 2025Q3: 14,822 shares; 2025Q4: 13,548 shares; 2026Q1: 12,872 shares 12,872 $1.88M 0.03% -676 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 10,170 shares; 2025Q1: 10,170 shares; 2025Q2: 11,255 shares; 2025Q3: 25,934 shares; 2025Q4: 26,498 shares; 2026Q1: 23,395 shares 23,395 $1.87M 0.03% -3,103 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: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 9,463 shares; 2025Q3: 90,727 shares; 2025Q4: 114,943 shares; 2026Q1: 78,187 shares 78,187 $1.87M 0.03% -36,756 Timeline EJAN 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: 46,939 shares; 2024Q4: 53,811 shares; 2025Q1: 53,811 shares; 2025Q2: 54,888 shares; 2025Q3: 54,673 shares; 2025Q4: 54,679 shares; 2026Q1: 54,645 shares 54,645 $1.85M 0.03% -34 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 5,962 shares; 2025Q3: 6,450 shares; 2025Q4: 7,414 shares; 2026Q1: 8,717 shares 8,717 $1.84M 0.03% +1,303 Timeline FFSM 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: 757 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 11,064 shares; 2025Q3: 29,610 shares; 2025Q4: 46,773 shares; 2026Q1: 57,625 shares 57,625 $1.84M 0.03% +10,852 Timeline JSMD 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: 19,720 shares; 2025Q3: 20,360 shares; 2025Q4: 22,239 shares; 2026Q1: 23,010 shares 23,010 $1.83M 0.03% +771 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,467 shares; 2024Q4: 165,714 shares; 2025Q1: 165,714 shares; 2025Q2: 182,592 shares; 2025Q3: 183,706 shares; 2025Q4: 175,883 shares; 2026Q1: 164,103 shares 164,103 $1.82M 0.03% -11,780 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 5,324 shares; 2025Q1: 5,324 shares; 2025Q2: 6,138 shares; 2025Q3: 6,047 shares; 2025Q4: 7,100 shares; 2026Q1: 6,822 shares 6,822 $1.82M 0.03% -278 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,746 shares; 2025Q1: 15,886 shares; 2025Q2: 38,451 shares; 2025Q3: 41,726 shares; 2025Q4: 41,172 shares; 2026Q1: 39,180 shares 39,180 $1.82M 0.03% -1,992 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: 17,318 shares; 2024Q4: 17,202 shares; 2025Q1: 17,328 shares; 2025Q2: 24,661 shares; 2025Q3: 24,712 shares; 2025Q4: 24,831 shares; 2026Q1: 22,857 shares 22,857 $1.82M 0.03% -1,974 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: 6,696 shares; 2024Q4: 8,229 shares; 2025Q1: 8,229 shares; 2025Q2: 10,241 shares; 2025Q3: 10,282 shares; 2025Q4: 10,801 shares; 2026Q1: 12,054 shares 12,054 $1.81M 0.03% +1,253 Timeline EOCT 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: 28,089 shares; 2025Q1: 28,089 shares; 2025Q2: 27,586 shares; 2025Q3: 27,475 shares; 2025Q4: 56,848 shares; 2026Q1: 56,457 shares 56,457 $1.8M 0.03% -391 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: 4,631 shares; 2024Q4: 8,926 shares; 2025Q1: 9,066 shares; 2025Q2: 20,624 shares; 2025Q3: 20,996 shares; 2025Q4: 22,166 shares; 2026Q1: 16,375 shares 16,375 $1.79M 0.03% -5,791 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,699 shares; 2024Q4: 14,820 shares; 2025Q1: 14,820 shares; 2025Q2: 16,454 shares; 2025Q3: 22,636 shares; 2025Q4: 28,271 shares; 2026Q1: 38,010 shares 38,010 $1.78M 0.03% +9,739 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 6,189 shares; 2025Q1: 6,189 shares; 2025Q2: 7,965 shares; 2025Q3: 8,149 shares; 2025Q4: 5,567 shares; 2026Q1: 6,270 shares 6,270 $1.78M 0.03% +703 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 17,492 shares; 2025Q1: 17,492 shares; 2025Q2: 7,774 shares; 2025Q3: 9,002 shares; 2025Q4: 9,052 shares; 2026Q1: 10,704 shares 10,704 $1.77M 0.03% +1,652 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 1,867 shares; 2025Q3: 2,224 shares; 2025Q4: 3,094 shares; 2026Q1: 3,223 shares 3,223 $1.77M 0.03% +129 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: 587 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 20,007 shares; 2025Q3: 20,929 shares; 2025Q4: 20,101 shares; 2026Q1: 20,867 shares 20,867 $1.77M 0.03% +766 Timeline SDY 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: 13,746 shares; 2024Q4: 13,717 shares; 2025Q1: 13,717 shares; 2025Q2: 13,795 shares; 2025Q3: 12,741 shares; 2025Q4: 12,394 shares; 2026Q1: 12,118 shares 12,118 $1.77M 0.03% -276 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 4,140 shares; 2025Q1: 4,290 shares; 2025Q2: 8,001 shares; 2025Q3: 8,542 shares; 2025Q4: 9,089 shares; 2026Q1: 9,475 shares 9,475 $1.77M 0.03% +386 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,699 shares; 2025Q1: 4,699 shares; 2025Q2: 6,712 shares; 2025Q3: 6,488 shares; 2025Q4: 8,278 shares; 2026Q1: 8,755 shares 8,755 $1.76M 0.03% +477 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 16,799 shares; 2025Q1: 16,799 shares; 2025Q2: 19,012 shares; 2025Q3: 18,853 shares; 2025Q4: 14,059 shares; 2026Q1: 17,186 shares 17,186 $1.76M 0.03% +3,127 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,095 shares; 2024Q4: 60,070 shares; 2025Q1: 60,070 shares; 2025Q2: 62,901 shares; 2025Q3: 44,946 shares; 2025Q4: 38,788 shares; 2026Q1: 37,292 shares 37,292 $1.75M 0.03% -1,496 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: 79,860 shares; 2024Q4: 96,176 shares; 2025Q1: 96,176 shares; 2025Q2: 108,501 shares; 2025Q3: 70,539 shares; 2025Q4: 90,778 shares; 2026Q1: 88,242 shares 88,242 $1.74M 0.03% -2,536 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,784 shares; 2024Q4: 12,248 shares; 2025Q1: 12,248 shares; 2025Q2: 15,519 shares; 2025Q3: 16,573 shares; 2025Q4: 18,331 shares; 2026Q1: 20,598 shares 20,598 $1.74M 0.03% +2,267 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,934 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 5,772 shares; 2025Q3: 5,896 shares; 2025Q4: 30,325 shares; 2026Q1: 27,651 shares 27,651 $1.74M 0.03% -2,674 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: 292,520 shares; 2024Q4: 288,773 shares; 2025Q1: 288,773 shares; 2025Q2: 306,837 shares; 2025Q3: 320,424 shares; 2025Q4: 342,808 shares; 2026Q1: 345,168 shares 345,168 $1.74M 0.03% +2,360 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 12,022 shares; 2025Q1: 12,078 shares; 2025Q2: 18,882 shares; 2025Q3: 20,749 shares; 2025Q4: 21,964 shares; 2026Q1: 11,934 shares 11,934 $1.73M 0.03% -10,030 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,190 shares; 2024Q4: 16,734 shares; 2025Q1: 16,823 shares; 2025Q2: 14,820 shares; 2025Q3: 14,693 shares; 2025Q4: 13,646 shares; 2026Q1: 13,757 shares 13,757 $1.73M 0.03% +111 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: 15,184 shares; 2024Q4: 11,213 shares; 2025Q1: 11,213 shares; 2025Q2: 12,465 shares; 2025Q3: 12,103 shares; 2025Q4: 16,818 shares; 2026Q1: 17,750 shares 17,750 $1.7M 0.02% +932 Timeline FSTA 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: 40,862 shares; 2024Q4: 42,466 shares; 2025Q1: 42,466 shares; 2025Q2: 36,125 shares; 2025Q3: 33,296 shares; 2025Q4: 52,598 shares; 2026Q1: 32,469 shares 32,469 $1.7M 0.02% -20,129 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,127 shares; 2024Q4: 37,626 shares; 2025Q1: 37,626 shares; 2025Q2: 48,752 shares; 2025Q3: 57,384 shares; 2025Q4: 65,215 shares; 2026Q1: 76,040 shares 76,040 $1.7M 0.02% +10,825 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,902 shares; 2025Q3: 59,217 shares; 2025Q4: 59,693 shares; 2026Q1: 41,511 shares 41,511 $1.69M 0.02% -18,182 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: 8,527 shares; 2024Q4: 10,758 shares; 2025Q1: 10,758 shares; 2025Q2: 17,787 shares; 2025Q3: 23,351 shares; 2025Q4: 26,686 shares; 2026Q1: 26,941 shares 26,941 $1.69M 0.02% +255 Timeline SOXX 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: 4,542 shares; 2024Q4: 5,570 shares; 2025Q1: 5,615 shares; 2025Q2: 5,136 shares; 2025Q3: 5,256 shares; 2025Q4: 5,180 shares; 2026Q1: 5,122 shares 5,122 $1.68M 0.02% -58 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,801 shares; 2025Q1: 7,886 shares; 2025Q2: 11,973 shares; 2025Q3: 12,310 shares; 2025Q4: 12,525 shares; 2026Q1: 10,336 shares 10,336 $1.68M 0.02% -2,189 Timeline FTSM 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: 35,873 shares; 2024Q4: 41,297 shares; 2025Q1: 41,297 shares; 2025Q2: 41,176 shares; 2025Q3: 31,110 shares; 2025Q4: 31,456 shares; 2026Q1: 28,020 shares 28,020 $1.68M 0.02% -3,436 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: 4,195 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 6,457 shares; 2025Q3: 7,782 shares; 2025Q4: 7,822 shares; 2026Q1: 8,446 shares 8,446 $1.67M 0.02% +624 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 274 shares; 2025Q3: 26,134 shares; 2025Q4: 30,230 shares; 2026Q1: 34,865 shares 34,865 $1.67M 0.02% +4,635 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: 3,814 shares; 2024Q4: 5,029 shares; 2025Q1: 5,029 shares; 2025Q2: 6,084 shares; 2025Q3: 6,780 shares; 2025Q4: 6,717 shares; 2026Q1: 6,123 shares 6,123 $1.67M 0.02% -594 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 21,237 shares; 2025Q1: 21,237 shares; 2025Q2: 31,340 shares; 2025Q3: 31,894 shares; 2025Q4: 33,336 shares; 2026Q1: 28,734 shares 28,734 $1.66M 0.02% -4,602 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 18,688 shares; 2025Q1: 18,888 shares; 2025Q2: 17,958 shares; 2025Q3: 18,719 shares; 2025Q4: 17,737 shares; 2026Q1: 17,639 shares 17,639 $1.66M 0.02% -98 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,936 shares; 2025Q1: 4,936 shares; 2025Q2: 19,807 shares; 2025Q3: 30,885 shares; 2025Q4: 38,662 shares; 2026Q1: 42,390 shares 42,390 $1.66M 0.02% +3,728 Timeline HBTA HORIZON FDS More: the full row for HORIZON 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: 52,900 shares; 2025Q3: 53,293 shares; 2025Q4: 55,979 shares; 2026Q1: 61,811 shares 61,811 $1.66M 0.02% +5,832 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 11,184 shares; 2025Q1: 11,184 shares; 2025Q2: 15,993 shares; 2025Q3: 17,498 shares; 2025Q4: 18,258 shares; 2026Q1: 25,768 shares 25,768 $1.65M 0.02% +7,510 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 20,499 shares; 2025Q3: 29,652 shares; 2025Q4: 44,396 shares; 2026Q1: 5,191 shares 5,191 $1.65M 0.02% -39,205 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 4,379 shares; 2025Q3: 4,446 shares; 2025Q4: 4,306 shares; 2026Q1: 8,379 shares 8,379 $1.64M 0.02% +4,073 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 15,799 shares; 2025Q1: 15,799 shares; 2025Q2: 18,004 shares; 2025Q3: 19,281 shares; 2025Q4: 20,437 shares; 2026Q1: 26,553 shares 26,553 $1.64M 0.02% +6,116 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 4,441 shares; 2025Q3: 8,719 shares; 2025Q4: 14,562 shares; 2026Q1: 46,277 shares 46,277 $1.63M 0.02% +31,715 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: 16,160 shares; 2024Q4: 17,651 shares; 2025Q1: 20,201 shares; 2025Q2: 23,479 shares; 2025Q3: 25,104 shares; 2025Q4: 27,226 shares; 2026Q1: 28,676 shares 28,676 $1.63M 0.02% +1,450 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,471 shares; 2024Q4: 298,663 shares; 2025Q1: 298,663 shares; 2025Q2: 313,802 shares; 2025Q3: 329,250 shares; 2025Q4: 337,605 shares; 2026Q1: 349,863 shares 349,863 $1.62M 0.02% +12,258 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 385 shares; 2025Q3: 390 shares; 2025Q4: not reported; 2026Q1: 3,470 shares 3,470 $1.61M 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,598 shares; 2024Q4: 9,474 shares; 2025Q1: 9,517 shares; 2025Q2: 6,794 shares; 2025Q3: 8,825 shares; 2025Q4: 9,011 shares; 2026Q1: 9,952 shares 9,952 $1.61M 0.02% +941 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: 898 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 5,231 shares; 2025Q3: 5,816 shares; 2025Q4: 6,433 shares; 2026Q1: 8,709 shares 8,709 $1.61M 0.02% +2,276 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,175 shares; 2024Q4: 149,241 shares; 2025Q1: 149,241 shares; 2025Q2: 150,480 shares; 2025Q3: 152,472 shares; 2025Q4: 147,371 shares; 2026Q1: 147,277 shares 147,277 $1.6M 0.02% -94 Timeline FLGB 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: 59,047 shares; 2024Q4: 41,306 shares; 2025Q1: 41,306 shares; 2025Q2: 40,984 shares; 2025Q3: 42,306 shares; 2025Q4: 42,491 shares; 2026Q1: 45,965 shares 45,965 $1.6M 0.02% +3,474 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 3,028 shares; 2025Q3: 3,454 shares; 2025Q4: 3,162 shares; 2026Q1: 4,026 shares 4,026 $1.6M 0.02% +864 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 1,845 shares; 2025Q3: 2,705 shares; 2025Q4: 4,618 shares; 2026Q1: 4,603 shares 4,603 $1.59M 0.02% -15 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,703 shares; 2024Q4: 68,989 shares; 2025Q1: 69,324 shares; 2025Q2: 51,687 shares; 2025Q3: 50,672 shares; 2025Q4: 54,457 shares; 2026Q1: 52,047 shares 52,047 $1.58M 0.02% -2,410 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: 20,452 shares; 2024Q4: 22,612 shares; 2025Q1: 22,612 shares; 2025Q2: 30,007 shares; 2025Q3: 29,510 shares; 2025Q4: 31,248 shares; 2026Q1: 32,005 shares 32,005 $1.57M 0.02% +757 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 42,181 shares; 2025Q1: 42,181 shares; 2025Q2: 55,796 shares; 2025Q3: 58,181 shares; 2025Q4: 59,957 shares; 2026Q1: 63,379 shares 63,379 $1.57M 0.02% +3,422 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,671 shares; 2024Q4: 35,902 shares; 2025Q1: 35,902 shares; 2025Q2: 34,713 shares; 2025Q3: 36,075 shares; 2025Q4: 49,813 shares; 2026Q1: 61,299 shares 61,299 $1.57M 0.02% +11,486 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: 468 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 680 shares; 2025Q3: 827 shares; 2025Q4: 1,169 shares; 2026Q1: 6,240 shares 6,240 $1.56M 0.02% +5,071 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: 8,709 shares; 2024Q4: 11,944 shares; 2025Q1: 11,944 shares; 2025Q2: 6,268 shares; 2025Q3: 7,039 shares; 2025Q4: 9,224 shares; 2026Q1: 15,536 shares 15,536 $1.56M 0.02% +6,312 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,109 shares; 2025Q3: 59,722 shares; 2025Q4: 33,716 shares; 2026Q1: 33,397 shares 33,397 $1.56M 0.02% -319 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: 3,405 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 161,623 shares; 2025Q3: 20,066 shares; 2025Q4: 26,730 shares; 2026Q1: 43,617 shares 43,617 $1.55M 0.02% +16,887 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 18,382 shares; 2025Q1: 18,525 shares; 2025Q2: 22,815 shares; 2025Q3: 22,738 shares; 2025Q4: 23,211 shares; 2026Q1: 23,219 shares 23,219 $1.54M 0.02% +8 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: 52,542 shares; 2024Q4: 53,993 shares; 2025Q1: 54,058 shares; 2025Q2: 64,602 shares; 2025Q3: 79,905 shares; 2025Q4: 70,963 shares; 2026Q1: 72,954 shares 72,954 $1.54M 0.02% +1,991 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,678 shares; 2025Q1: 4,678 shares; 2025Q2: 4,709 shares; 2025Q3: 4,482 shares; 2025Q4: 5,465 shares; 2026Q1: 6,205 shares 6,205 $1.54M 0.02% +740 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: 36,190 shares; 2024Q4: 69,451 shares; 2025Q1: 69,441 shares; 2025Q2: 81,874 shares; 2025Q3: 89,095 shares; 2025Q4: 14,064 shares; 2026Q1: 19,571 shares 19,571 $1.54M 0.02% +5,507 Timeline XLV 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: 23,357 shares; 2024Q4: 22,266 shares; 2025Q1: 22,266 shares; 2025Q2: 24,203 shares; 2025Q3: 6,863 shares; 2025Q4: 10,391 shares; 2026Q1: 10,480 shares 10,480 $1.54M 0.02% +89 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 10,221 shares; 2025Q1: 10,221 shares; 2025Q2: 18,890 shares; 2025Q3: 21,557 shares; 2025Q4: 24,421 shares; 2026Q1: 26,284 shares 26,284 $1.53M 0.02% +1,863 Timeline LITL 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: 500 shares; 2025Q3: 52,903 shares; 2025Q4: 52,414 shares; 2026Q1: 53,320 shares 53,320 $1.52M 0.02% +906 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 30 shares; 2025Q3: 31,708 shares; 2025Q4: 41,283 shares; 2026Q1: 48,119 shares 48,119 $1.52M 0.02% +6,836 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: 1,063 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,870 shares; 2025Q3: 1,947 shares; 2025Q4: 11,932 shares; 2026Q1: 13,809 shares 13,809 $1.52M 0.02% +1,877 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 4,433 shares; 2025Q1: 4,433 shares; 2025Q2: 4,794 shares; 2025Q3: 4,818 shares; 2025Q4: 5,712 shares; 2026Q1: 5,716 shares 5,716 $1.52M 0.02% +4 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 12,137 shares; 2025Q1: 12,183 shares; 2025Q2: 13,248 shares; 2025Q3: 13,976 shares; 2025Q4: 16,535 shares; 2026Q1: 14,894 shares 14,894 $1.52M 0.02% -1,641 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,076 shares; 2024Q4: 110,732 shares; 2025Q1: 110,732 shares; 2025Q2: 113,508 shares; 2025Q3: 118,917 shares; 2025Q4: 123,127 shares; 2026Q1: 128,474 shares 128,474 $1.5M 0.02% +5,347 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,881 shares; 2024Q4: 78,878 shares; 2025Q1: 78,883 shares; 2025Q2: 125,016 shares; 2025Q3: 118,927 shares; 2025Q4: 134,669 shares; 2026Q1: 148,676 shares 148,676 $1.49M 0.02% +14,007 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 6,429 shares; 2025Q3: 7,956 shares; 2025Q4: 9,845 shares; 2026Q1: 10,683 shares 10,683 $1.48M 0.02% +838 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,964 shares; 2024Q4: 75,896 shares; 2025Q1: 76,861 shares; 2025Q2: 81,167 shares; 2025Q3: 76,764 shares; 2025Q4: 79,383 shares; 2026Q1: 80,653 shares 80,653 $1.48M 0.02% +1,270 Timeline SJNK 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: 38,916 shares; 2024Q4: 53,805 shares; 2025Q1: 53,805 shares; 2025Q2: 45,910 shares; 2025Q3: 54,447 shares; 2025Q4: 62,616 shares; 2026Q1: 59,198 shares 59,198 $1.48M 0.02% -3,418 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: 27,110 shares; 2024Q4: 27,920 shares; 2025Q1: 27,920 shares; 2025Q2: 25,986 shares; 2025Q3: 13,472 shares; 2025Q4: 14,300 shares; 2026Q1: 16,154 shares 16,154 $1.47M 0.02% +1,854 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 5,754 shares; 2025Q1: 5,754 shares; 2025Q2: 17,039 shares; 2025Q3: 17,139 shares; 2025Q4: 20,206 shares; 2026Q1: 20,567 shares 20,567 $1.47M 0.02% +361 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,832 shares; 2024Q4: 39,816 shares; 2025Q1: 39,816 shares; 2025Q2: 45,962 shares; 2025Q3: 49,868 shares; 2025Q4: 57,596 shares; 2026Q1: 6,501 shares 6,501 $1.46M 0.02% -51,095 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,892 shares; 2024Q4: 17,530 shares; 2025Q1: 17,694 shares; 2025Q2: 29,472 shares; 2025Q3: 31,206 shares; 2025Q4: 38,967 shares; 2026Q1: 39,222 shares 39,222 $1.46M 0.02% +255 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 6,498 shares; 2025Q1: 6,498 shares; 2025Q2: 5,359 shares; 2025Q3: 10,760 shares; 2025Q4: 17,351 shares; 2026Q1: 21,958 shares 21,958 $1.44M 0.02% +4,607 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 10,461 shares; 2025Q3: 24,715 shares; 2025Q4: 33,181 shares; 2026Q1: 36,272 shares 36,272 $1.43M 0.02% +3,091 Timeline EJUL 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: 72,521 shares; 2024Q4: 72,415 shares; 2025Q1: 72,415 shares; 2025Q2: 71,395 shares; 2025Q3: 47,852 shares; 2025Q4: 47,796 shares; 2026Q1: 47,671 shares 47,671 $1.42M 0.02% -125 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 3,215 shares; 2025Q1: 3,248 shares; 2025Q2: 4,597 shares; 2025Q3: 4,590 shares; 2025Q4: 4,279 shares; 2026Q1: 4,959 shares 4,959 $1.42M 0.02% +680 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,993 shares; 2025Q3: 3,178 shares; 2025Q4: 3,285 shares; 2026Q1: 3,242 shares 3,242 $1.41M 0.02% -43 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,784 shares; 2024Q4: 8,694 shares; 2025Q1: 8,734 shares; 2025Q2: 8,638 shares; 2025Q3: 8,863 shares; 2025Q4: 12,077 shares; 2026Q1: 12,548 shares 12,548 $1.41M 0.02% +471 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 2,078 shares; 2025Q3: 2,196 shares; 2025Q4: 2,541 shares; 2026Q1: 2,505 shares 2,505 $1.41M 0.02% -36 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: 6,338 shares; 2024Q4: 6,566 shares; 2025Q1: 6,566 shares; 2025Q2: 5,139 shares; 2025Q3: 4,996 shares; 2025Q4: 6,469 shares; 2026Q1: 8,632 shares 8,632 $1.4M 0.02% +2,163 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: 3,345 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 5,258 shares; 2025Q3: 5,848 shares; 2025Q4: 6,421 shares; 2026Q1: 6,793 shares 6,793 $1.4M 0.02% +372 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,019 shares 28,019 $1.4M 0.02% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,086 shares; 2024Q4: 181,690 shares; 2025Q1: 185,563 shares; 2025Q2: 132,720 shares; 2025Q3: 129,787 shares; 2025Q4: 126,117 shares; 2026Q1: 127,983 shares 127,983 $1.39M 0.02% +1,866 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,104 shares; 2024Q4: 14,511 shares; 2025Q1: 14,511 shares; 2025Q2: 13,591 shares; 2025Q3: 9,775 shares; 2025Q4: 10,731 shares; 2026Q1: 12,689 shares 12,689 $1.39M 0.02% +1,958 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: 8,308 shares; 2024Q4: 7,609 shares; 2025Q1: 7,758 shares; 2025Q2: 15,624 shares; 2025Q3: 16,816 shares; 2025Q4: 17,022 shares; 2026Q1: 15,094 shares 15,094 $1.39M 0.02% -1,928 Timeline IJUL 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: 42,511 shares; 2024Q4: 42,335 shares; 2025Q1: 42,335 shares; 2025Q2: 42,221 shares; 2025Q3: 41,736 shares; 2025Q4: 41,150 shares; 2026Q1: 41,042 shares 41,042 $1.39M 0.02% -108 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: 6,025 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 7,752 shares; 2025Q3: 8,006 shares; 2025Q4: 7,217 shares; 2026Q1: 7,973 shares 7,973 $1.38M 0.02% +756 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 3,417 shares; 2025Q3: 3,179 shares; 2025Q4: 6,112 shares; 2026Q1: 4,658 shares 4,658 $1.38M 0.02% -1,454 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: 8,754 shares; 2024Q4: 8,988 shares; 2025Q1: 8,988 shares; 2025Q2: 10,137 shares; 2025Q3: 10,539 shares; 2025Q4: 10,893 shares; 2026Q1: 14,946 shares 14,946 $1.38M 0.02% +4,053 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: 1,523 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 5,547 shares; 2025Q3: 6,071 shares; 2025Q4: 5,743 shares; 2026Q1: 3,166 shares 3,166 $1.37M 0.02% -2,577 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: 91 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 45,459 shares; 2025Q3: 48,475 shares; 2025Q4: 54,970 shares; 2026Q1: 44,796 shares 44,796 $1.35M 0.02% -10,174 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: 12,680 shares; 2024Q4: 12,542 shares; 2025Q1: 12,542 shares; 2025Q2: 6,153 shares; 2025Q3: 5,554 shares; 2025Q4: 5,812 shares; 2026Q1: 13,179 shares 13,179 $1.35M 0.02% +7,367 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,685 shares; 2025Q3: 97,242 shares; 2025Q4: 71,114 shares; 2026Q1: 46,421 shares 46,421 $1.34M 0.02% -24,693 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 15,652 shares; 2025Q1: 15,652 shares; 2025Q2: 17,397 shares; 2025Q3: 18,646 shares; 2025Q4: 18,504 shares; 2026Q1: 18,333 shares 18,333 $1.34M 0.02% -171 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: 8,453 shares; 2024Q4: 7,628 shares; 2025Q1: 7,628 shares; 2025Q2: 7,807 shares; 2025Q3: 7,898 shares; 2025Q4: 10,453 shares; 2026Q1: 18,510 shares 18,510 $1.34M 0.02% +8,057 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,859 shares; 2025Q3: 4,629 shares; 2025Q4: 2,684 shares; 2026Q1: 3,130 shares 3,130 $1.33M 0.02% +446 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 1,541 shares; 2025Q4: not reported; 2026Q1: 32,033 shares 32,033 $1.33M 0.02% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 11,007 shares; 2025Q1: 11,007 shares; 2025Q2: 14,562 shares; 2025Q3: 13,955 shares; 2025Q4: 22,490 shares; 2026Q1: 23,757 shares 23,757 $1.32M 0.02% +1,267 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: 4,702 shares; 2024Q4: 4,843 shares; 2025Q1: 4,843 shares; 2025Q2: 5,417 shares; 2025Q3: 5,218 shares; 2025Q4: 5,260 shares; 2026Q1: 2,974 shares 2,974 $1.32M 0.02% -2,286 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: 53,844 shares; 2024Q4: 57,859 shares; 2025Q1: 57,859 shares; 2025Q2: 76,516 shares; 2025Q3: 83,925 shares; 2025Q4: 93,483 shares; 2026Q1: 131,663 shares 131,663 $1.32M 0.02% +38,180 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,864 shares; 2025Q3: 1,525 shares; 2025Q4: 2,724 shares; 2026Q1: 15,908 shares 15,908 $1.31M 0.02% +13,184 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,016 shares; 2024Q4: 27,617 shares; 2025Q1: 27,617 shares; 2025Q2: 29,774 shares; 2025Q3: 31,786 shares; 2025Q4: 28,274 shares; 2026Q1: 32,445 shares 32,445 $1.31M 0.02% +4,171 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 565 shares; 2025Q3: 591 shares; 2025Q4: 10,105 shares; 2026Q1: 20,728 shares 20,728 $1.3M 0.02% +10,623 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 5,257 shares; 2025Q1: 5,322 shares; 2025Q2: 6,658 shares; 2025Q3: 7,967 shares; 2025Q4: 7,907 shares; 2026Q1: 9,889 shares 9,889 $1.3M 0.02% +1,982 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,703 shares; 2024Q4: 9,362 shares; 2025Q1: 9,362 shares; 2025Q2: 9,714 shares; 2025Q3: 8,888 shares; 2025Q4: 6,259 shares; 2026Q1: 14,356 shares 14,356 $1.29M 0.02% +8,097 Timeline FMAY 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: 18,441 shares; 2024Q4: 21,441 shares; 2025Q1: 21,441 shares; 2025Q2: 24,865 shares; 2025Q3: 24,471 shares; 2025Q4: 24,471 shares; 2026Q1: 24,471 shares 24,471 $1.29M 0.02% 0 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,511 shares; 2024Q4: 85,869 shares; 2025Q1: 85,869 shares; 2025Q2: 99,584 shares; 2025Q3: 107,851 shares; 2025Q4: 119,875 shares; 2026Q1: 136,686 shares 136,686 $1.29M 0.02% +16,811 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: 6,251 shares; 2024Q4: 8,260 shares; 2025Q1: 8,260 shares; 2025Q2: 9,669 shares; 2025Q3: 10,544 shares; 2025Q4: 10,971 shares; 2026Q1: 10,920 shares 10,920 $1.29M 0.02% -51 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: 12,158 shares; 2024Q4: 12,423 shares; 2025Q1: 12,423 shares; 2025Q2: 17,513 shares; 2025Q3: 18,604 shares; 2025Q4: 28,845 shares; 2026Q1: 19,485 shares 19,485 $1.29M 0.02% -9,360 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: 12,974 shares; 2024Q4: 12,764 shares; 2025Q1: 13,383 shares; 2025Q2: 13,126 shares; 2025Q3: 12,685 shares; 2025Q4: 12,738 shares; 2026Q1: 12,690 shares 12,690 $1.28M 0.02% -48 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: 187 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 3,404 shares; 2025Q3: 4,550 shares; 2025Q4: 5,131 shares; 2026Q1: 6,276 shares 6,276 $1.27M 0.02% +1,145 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,459 shares; 2024Q4: 168,781 shares; 2025Q1: 168,781 shares; 2025Q2: 175,551 shares; 2025Q3: 194,142 shares; 2025Q4: 47,945 shares; 2026Q1: 17,173 shares 17,173 $1.27M 0.02% -30,772 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: 7,401 shares; 2024Q4: 16,919 shares; 2025Q1: 16,920 shares; 2025Q2: 28,341 shares; 2025Q3: 28,076 shares; 2025Q4: 20,510 shares; 2026Q1: 22,471 shares 22,471 $1.27M 0.02% +1,961 Timeline PBJ 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: 33,491 shares; 2024Q4: 33,522 shares; 2025Q1: 33,522 shares; 2025Q2: 32,476 shares; 2025Q3: 1,639 shares; 2025Q4: 15,645 shares; 2026Q1: 25,773 shares 25,773 $1.26M 0.02% +10,128 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: 1,942 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 3,253 shares; 2025Q3: 3,184 shares; 2025Q4: 3,168 shares; 2026Q1: 2,658 shares 2,658 $1.26M 0.02% -510 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 7,030 shares; 2025Q1: 7,030 shares; 2025Q2: 7,086 shares; 2025Q3: 10,789 shares; 2025Q4: 21,181 shares; 2026Q1: 16,756 shares 16,756 $1.26M 0.02% -4,425 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: 4,728 shares; 2024Q4: 4,974 shares; 2025Q1: 4,997 shares; 2025Q2: 7,158 shares; 2025Q3: 7,489 shares; 2025Q4: 7,708 shares; 2026Q1: 8,062 shares 8,062 $1.25M 0.02% +354 Timeline BJUL 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: 24,906 shares; 2024Q4: 25,158 shares; 2025Q1: 25,158 shares; 2025Q2: 25,062 shares; 2025Q3: 25,197 shares; 2025Q4: 25,105 shares; 2026Q1: 25,105 shares 25,105 $1.25M 0.02% 0 Timeline BBIN 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: 1,687 shares; 2025Q3: 7,450 shares; 2025Q4: 11,605 shares; 2026Q1: 17,001 shares 17,001 $1.24M 0.02% +5,396 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,085 shares; 2024Q4: 69,203 shares; 2025Q1: 69,203 shares; 2025Q2: 69,718 shares; 2025Q3: 69,726 shares; 2025Q4: 70,073 shares; 2026Q1: 70,333 shares 70,333 $1.24M 0.02% +260 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 2,994 shares; 2025Q1: 2,994 shares; 2025Q2: 2,930 shares; 2025Q3: 2,999 shares; 2025Q4: 4,272 shares; 2026Q1: 4,385 shares 4,385 $1.22M 0.02% +113 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,888 shares; 2025Q1: 7,888 shares; 2025Q2: 7,808 shares; 2025Q3: 9,061 shares; 2025Q4: 8,770 shares; 2026Q1: 9,305 shares 9,305 $1.22M 0.02% +535 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 3,124 shares; 2025Q3: 4,263 shares; 2025Q4: 8,452 shares; 2026Q1: 9,036 shares 9,036 $1.21M 0.02% +584 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,405 shares; 2024Q4: 39,005 shares; 2025Q1: 39,005 shares; 2025Q2: 43,921 shares; 2025Q3: 43,263 shares; 2025Q4: 41,837 shares; 2026Q1: 39,364 shares 39,364 $1.21M 0.02% -2,473 Timeline RWL 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: 1,845 shares; 2024Q4: 2,244 shares; 2025Q1: 2,244 shares; 2025Q2: 2,905 shares; 2025Q3: 3,203 shares; 2025Q4: 3,487 shares; 2026Q1: 10,533 shares 10,533 $1.21M 0.02% +7,046 Timeline IWL 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: 5,660 shares; 2024Q4: 6,189 shares; 2025Q1: 8,922 shares; 2025Q2: 9,000 shares; 2025Q3: 8,755 shares; 2025Q4: 7,936 shares; 2026Q1: 7,538 shares 7,538 $1.21M 0.02% -398 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: 79,762 shares; 2024Q4: 110,639 shares; 2025Q1: 110,639 shares; 2025Q2: 117,865 shares; 2025Q3: 95,841 shares; 2025Q4: 104,582 shares; 2026Q1: 68,153 shares 68,153 $1.21M 0.02% -36,429 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,804 shares; 2024Q4: 25,681 shares; 2025Q1: 25,681 shares; 2025Q2: 28,571 shares; 2025Q3: 28,642 shares; 2025Q4: 29,091 shares; 2026Q1: 20,007 shares 20,007 $1.2M 0.02% -9,084 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,854 shares; 2024Q4: 18,834 shares; 2025Q1: 18,834 shares; 2025Q2: 23,482 shares; 2025Q3: 226,702 shares; 2025Q4: 215,294 shares; 2026Q1: 28,425 shares 28,425 $1.2M 0.02% -186,869 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: 911 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 4,583 shares; 2025Q3: 5,093 shares; 2025Q4: 5,453 shares; 2026Q1: 6,587 shares 6,587 $1.2M 0.02% +1,134 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,787 shares; 2024Q4: 34,020 shares; 2025Q1: 34,091 shares; 2025Q2: 36,922 shares; 2025Q3: 32,619 shares; 2025Q4: 33,265 shares; 2026Q1: 32,637 shares 32,637 $1.2M 0.02% -628 Timeline XXV 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: 52,876 shares 52,876 $1.2M 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 9,479 shares; 2025Q1: 9,479 shares; 2025Q2: 11,879 shares; 2025Q3: 11,934 shares; 2025Q4: 11,629 shares; 2026Q1: 12,285 shares 12,285 $1.19M 0.02% +656 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,815 shares; 2024Q4: 124,970 shares; 2025Q1: 124,970 shares; 2025Q2: 142,892 shares; 2025Q3: 153,160 shares; 2025Q4: 146,641 shares; 2026Q1: 137,430 shares 137,430 $1.19M 0.02% -9,211 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,701 shares; 2025Q1: 5,701 shares; 2025Q2: 5,935 shares; 2025Q3: 6,543 shares; 2025Q4: 7,134 shares; 2026Q1: 7,791 shares 7,791 $1.19M 0.02% +657 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 8,684 shares; 2025Q1: 8,684 shares; 2025Q2: 10,966 shares; 2025Q3: 11,371 shares; 2025Q4: 11,010 shares; 2026Q1: 11,985 shares 11,985 $1.19M 0.02% +975 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: 2,060 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 1,820 shares; 2025Q3: 1,856 shares; 2025Q4: 1,973 shares; 2026Q1: 2,015 shares 2,015 $1.19M 0.02% +42 Timeline SPMD 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: 4,402 shares; 2024Q4: 3,940 shares; 2025Q1: 3,940 shares; 2025Q2: 3,882 shares; 2025Q3: 4,039 shares; 2025Q4: 10,795 shares; 2026Q1: 19,853 shares 19,853 $1.18M 0.02% +9,058 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: 13,823 shares; 2024Q4: 14,593 shares; 2025Q1: 14,593 shares; 2025Q2: 12,558 shares; 2025Q3: 12,881 shares; 2025Q4: 13,049 shares; 2026Q1: 12,035 shares 12,035 $1.18M 0.02% -1,014 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,579 shares; 2025Q1: 1,579 shares; 2025Q2: 1,751 shares; 2025Q3: 2,144 shares; 2025Q4: 7,722 shares; 2026Q1: 8,169 shares 8,169 $1.17M 0.02% +447 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: 7,313 shares; 2024Q4: 15,872 shares; 2025Q1: 15,872 shares; 2025Q2: 9,566 shares; 2025Q3: 10,297 shares; 2025Q4: 25,391 shares; 2026Q1: 55,480 shares 55,480 $1.17M 0.02% +30,089 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: 14,453 shares; 2024Q4: 35,608 shares; 2025Q1: 35,608 shares; 2025Q2: 22,596 shares; 2025Q3: 24,252 shares; 2025Q4: 56,907 shares; 2026Q1: 56,420 shares 56,420 $1.17M 0.02% -487 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 4,251 shares; 2025Q3: 4,316 shares; 2025Q4: 4,427 shares; 2026Q1: 4,978 shares 4,978 $1.15M 0.02% +551 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,117 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 4,239 shares; 2025Q3: 4,324 shares; 2025Q4: 5,273 shares; 2026Q1: 5,518 shares 5,518 $1.15M 0.02% +245 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,558 shares 45,558 $1.15M 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 1,770 shares; 2025Q1: 1,852 shares; 2025Q2: 4,257 shares; 2025Q3: 3,899 shares; 2025Q4: 3,051 shares; 2026Q1: 2,912 shares 2,912 $1.14M 0.02% -139 Timeline XOP 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: 975 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 8,714 shares; 2025Q3: 9,062 shares; 2025Q4: 7,783 shares; 2026Q1: 6,265 shares 6,265 $1.14M 0.02% -1,518 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,551 shares; 2025Q3: 2,117 shares; 2025Q4: 11,739 shares; 2026Q1: 14,480 shares 14,480 $1.14M 0.02% +2,741 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: 28,398 shares; 2024Q4: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 6,708 shares; 2025Q3: 6,652 shares; 2025Q4: 5,327 shares; 2026Q1: 17,583 shares 17,583 $1.14M 0.02% +12,256 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 20,478 shares; 2025Q4: 35,679 shares; 2026Q1: 38,106 shares 38,106 $1.14M 0.02% +2,427 Timeline BJUN 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: 21,020 shares; 2024Q4: 21,020 shares; 2025Q1: 21,020 shares; 2025Q2: 24,782 shares; 2025Q3: 24,290 shares; 2025Q4: 24,290 shares; 2026Q1: 24,525 shares 24,525 $1.13M 0.02% +235 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 7,357 shares; 2025Q3: 18,748 shares; 2025Q4: 29,551 shares; 2026Q1: 45,170 shares 45,170 $1.13M 0.02% +15,619 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,825 shares; 2024Q4: 86,304 shares; 2025Q1: 86,304 shares; 2025Q2: 27,208 shares; 2025Q3: 36,262 shares; 2025Q4: 36,967 shares; 2026Q1: 45,014 shares 45,014 $1.13M 0.02% +8,047 Timeline FELV 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: 587 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 2,224 shares; 2025Q3: 2,602 shares; 2025Q4: not reported; 2026Q1: 32,305 shares 32,305 $1.13M 0.02% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,138 shares; 2024Q4: 29,966 shares; 2025Q1: 30,732 shares; 2025Q2: 32,082 shares; 2025Q3: 32,254 shares; 2025Q4: 31,642 shares; 2026Q1: 31,348 shares 31,348 $1.13M 0.02% -294 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,571 shares; 2024Q4: 156,000 shares; 2025Q1: 156,000 shares; 2025Q2: 161,182 shares; 2025Q3: 164,361 shares; 2025Q4: 168,347 shares; 2026Q1: 173,542 shares 173,542 $1.12M 0.02% +5,195 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,944 shares 44,944 $1.12M 0.02% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 33,335 shares; 2025Q3: 34,113 shares; 2025Q4: 23,438 shares; 2026Q1: 24,712 shares 24,712 $1.12M 0.02% +1,274 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,054 shares; 2025Q3: 4,263 shares; 2025Q4: 6,073 shares; 2026Q1: 6,500 shares 6,500 $1.12M 0.02% +427 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 3,389 shares; 2025Q1: 3,389 shares; 2025Q2: 3,460 shares; 2025Q3: 4,314 shares; 2025Q4: 4,894 shares; 2026Q1: 3,981 shares 3,981 $1.12M 0.02% -913 Timeline IWD 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: 2,671 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 3,480 shares; 2025Q3: 3,238 shares; 2025Q4: 2,770 shares; 2026Q1: 5,213 shares 5,213 $1.11M 0.02% +2,443 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 2,688 shares; 2025Q3: 3,150 shares; 2025Q4: 3,816 shares; 2026Q1: 5,364 shares 5,364 $1.11M 0.02% +1,548 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,877 shares; 2025Q3: 2,820 shares; 2025Q4: 2,242 shares; 2026Q1: 7,600 shares 7,600 $1.11M 0.02% +5,358 Timeline HYMB 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: 21,719 shares; 2024Q4: 29,854 shares; 2025Q1: 29,854 shares; 2025Q2: 35,436 shares; 2025Q3: 43,426 shares; 2025Q4: 55,781 shares; 2026Q1: 44,666 shares 44,666 $1.11M 0.02% -11,115 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: 7,170 shares; 2024Q4: 2,854 shares; 2025Q1: 2,912 shares; 2025Q2: 4,199 shares; 2025Q3: 4,517 shares; 2025Q4: 4,632 shares; 2026Q1: 9,919 shares 9,919 $1.11M 0.02% +5,287 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 1,026 shares; 2025Q3: 194 shares; 2025Q4: not reported; 2026Q1: 6,968 shares 6,968 $1.1M 0.02% new 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: 2,629 shares; 2024Q4: 2,983 shares; 2025Q1: 2,983 shares; 2025Q2: 3,117 shares; 2025Q3: 3,377 shares; 2025Q4: 3,450 shares; 2026Q1: 3,778 shares 3,778 $1.1M 0.02% +328 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,868 shares; 2024Q4: 22,110 shares; 2025Q1: 22,760 shares; 2025Q2: 36,496 shares; 2025Q3: 65,203 shares; 2025Q4: 70,126 shares; 2026Q1: 25,716 shares 25,716 $1.09M 0.02% -44,410 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,728 shares; 2024Q4: 40,475 shares; 2025Q1: 41,322 shares; 2025Q2: 15,991 shares; 2025Q3: 14,941 shares; 2025Q4: 21,732 shares; 2026Q1: 24,219 shares 24,219 $1.09M 0.02% +2,487 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 121 shares; 2025Q3: 6,895 shares; 2025Q4: 13,215 shares; 2026Q1: 13,474 shares 13,474 $1.09M 0.02% +259 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: 18,565 shares; 2024Q4: 24,725 shares; 2025Q1: 24,725 shares; 2025Q2: 34,626 shares; 2025Q3: 40,447 shares; 2025Q4: 37,698 shares; 2026Q1: 41,805 shares 41,805 $1.08M 0.02% +4,107 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 7,213 shares; 2026Q1: 6,064 shares 6,064 $1.08M 0.02% -1,149 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: 8,564 shares; 2024Q4: 8,384 shares; 2025Q1: 8,384 shares; 2025Q2: 9,076 shares; 2025Q3: 9,457 shares; 2025Q4: 9,777 shares; 2026Q1: 10,215 shares 10,215 $1.08M 0.02% +438 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,743 shares; 2025Q3: 2,819 shares; 2025Q4: 3,070 shares; 2026Q1: 3,140 shares 3,140 $1.08M 0.02% +70 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: 12,411 shares; 2024Q4: 12,790 shares; 2025Q1: 12,790 shares; 2025Q2: 15,979 shares; 2025Q3: 17,053 shares; 2025Q4: 10,200 shares; 2026Q1: 9,139 shares 9,139 $1.07M 0.02% -1,061 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: 454 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 512 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 3,329 shares 3,329 $1.07M 0.02% 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: 5,727 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 6,297 shares; 2025Q3: 6,604 shares; 2025Q4: 6,761 shares; 2026Q1: 7,707 shares 7,707 $1.07M 0.02% +946 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 26,133 shares; 2025Q1: 26,133 shares; 2025Q2: 30,785 shares; 2025Q3: 41,157 shares; 2025Q4: 43,243 shares; 2026Q1: 38,210 shares 38,210 $1.06M 0.02% -5,033 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 1,516 shares; 2025Q3: 1,661 shares; 2025Q4: 1,910 shares; 2026Q1: 1,931 shares 1,931 $1.05M 0.02% +21 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: 6,173 shares; 2024Q4: 3,786 shares; 2025Q1: 3,843 shares; 2025Q2: 5,637 shares; 2025Q3: 5,902 shares; 2025Q4: 5,967 shares; 2026Q1: 4,943 shares 4,943 $1.05M 0.02% -1,024 Timeline ILCG 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: 6,901 shares; 2024Q4: 6,824 shares; 2025Q1: 7,331 shares; 2025Q2: 10,468 shares; 2025Q3: 10,256 shares; 2025Q4: 10,021 shares; 2026Q1: 10,948 shares 10,948 $1.05M 0.02% +927 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: 24,285 shares; 2024Q4: 32,197 shares; 2025Q1: 34,119 shares; 2025Q2: 35,059 shares; 2025Q3: 37,295 shares; 2025Q4: 35,624 shares; 2026Q1: 38,118 shares 38,118 $1.04M 0.02% +2,494 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 7,175 shares; 2025Q1: 7,405 shares; 2025Q2: 8,154 shares; 2025Q3: 8,499 shares; 2025Q4: 8,138 shares; 2026Q1: 8,123 shares 8,123 $1.04M 0.02% -15 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 809 shares; 2025Q1: 864 shares; 2025Q2: 1,014 shares; 2025Q3: 1,158 shares; 2025Q4: 1,645 shares; 2026Q1: 1,989 shares 1,989 $1.04M 0.02% +344 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 6,619 shares; 2025Q1: 6,619 shares; 2025Q2: 11,608 shares; 2025Q3: 14,773 shares; 2025Q4: 20,746 shares; 2026Q1: 54,504 shares 54,504 $1.04M 0.02% +33,758 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: 16,673 shares; 2024Q4: 22,531 shares; 2025Q1: 22,531 shares; 2025Q2: 31,658 shares; 2025Q3: 32,520 shares; 2025Q4: 34,486 shares; 2026Q1: 22,910 shares 22,910 $1.04M 0.02% -11,576 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 72 shares; 2025Q3: 86 shares; 2025Q4: 91 shares; 2026Q1: 157 shares 157 $1.03M 0.02% +66 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,807 shares; 2025Q1: 5,807 shares; 2025Q2: 6,468 shares; 2025Q3: 7,737 shares; 2025Q4: 8,016 shares; 2026Q1: 8,707 shares 8,707 $1.02M 0.01% +691 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,639 shares; 2024Q4: 8,992 shares; 2025Q1: 8,992 shares; 2025Q2: 2,037 shares; 2025Q3: 4,275 shares; 2025Q4: 10,531 shares; 2026Q1: 44,747 shares 44,747 $1.02M 0.01% +34,216 Timeline BUFQ 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: 1,040 shares; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 10,007 shares; 2025Q3: 13,572 shares; 2025Q4: 23,538 shares; 2026Q1: 28,823 shares 28,823 $1.02M 0.01% +5,285 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,925 shares; 2025Q1: 7,925 shares; 2025Q2: 12,238 shares; 2025Q3: 12,883 shares; 2025Q4: 12,108 shares; 2026Q1: 12,331 shares 12,331 $1.01M 0.01% +223 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 24,564 shares; 2025Q1: 24,588 shares; 2025Q2: 26,735 shares; 2025Q3: 28,366 shares; 2025Q4: 31,322 shares; 2026Q1: 16,452 shares 16,452 $1.01M 0.01% -14,870 Timeline FJUN 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: 18,646 shares; 2024Q4: 19,471 shares; 2025Q1: 19,471 shares; 2025Q2: 19,471 shares; 2025Q3: 17,801 shares; 2025Q4: 17,801 shares; 2026Q1: 17,801 shares 17,801 $1.01M 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,205 shares; 2024Q4: 30,929 shares; 2025Q1: 30,929 shares; 2025Q2: 32,137 shares; 2025Q3: 30,577 shares; 2025Q4: 20,375 shares; 2026Q1: 21,488 shares 21,488 $998K 0.01% +1,113 Timeline IXG 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 73 shares; 2025Q3: 8,457 shares; 2025Q4: 8,440 shares; 2026Q1: 8,750 shares 8,750 $998K 0.01% +310 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 9,425 shares; 2025Q1: 9,425 shares; 2025Q2: 11,308 shares; 2025Q3: 10,244 shares; 2025Q4: 10,838 shares; 2026Q1: 12,338 shares 12,338 $988K 0.01% +1,500 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 5,232 shares; 2025Q1: 5,232 shares; 2025Q2: 54,898 shares; 2025Q3: 56,211 shares; 2025Q4: 58,288 shares; 2026Q1: 38,482 shares 38,482 $986K 0.01% -19,806 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 8,276 shares; 2025Q1: 8,276 shares; 2025Q2: 2,291 shares; 2025Q3: 3,656 shares; 2025Q4: 3,365 shares; 2026Q1: 9,845 shares 9,845 $985K 0.01% +6,480 Timeline VNQ 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: 8,939 shares; 2024Q4: 5,904 shares; 2025Q1: 6,434 shares; 2025Q2: 7,656 shares; 2025Q3: 9,977 shares; 2025Q4: 9,740 shares; 2026Q1: 11,095 shares 11,095 $984K 0.01% +1,355 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: 646 shares; 2024Q4: 631 shares; 2025Q1: 636 shares; 2025Q2: 476 shares; 2025Q3: 513 shares; 2025Q4: 538 shares; 2026Q1: 513 shares 513 $982K 0.01% -25 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 21,623 shares; 2025Q3: 22,520 shares; 2025Q4: 27,446 shares; 2026Q1: 25,538 shares 25,538 $970K 0.01% -1,908 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: 15,736 shares; 2024Q4: 14,145 shares; 2025Q1: 14,146 shares; 2025Q2: 9,347 shares; 2025Q3: 12,043 shares; 2025Q4: 12,735 shares; 2026Q1: 12,576 shares 12,576 $969K 0.01% -159 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,673 shares; 2024Q4: 23,521 shares; 2025Q1: 23,646 shares; 2025Q2: 5,383 shares; 2025Q3: 12,357 shares; 2025Q4: 13,106 shares; 2026Q1: 18,702 shares 18,702 $950K 0.01% +5,596 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 323 shares; 2025Q4: 956 shares; 2026Q1: 1,495 shares 1,495 $950K 0.01% +539 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: 48,729 shares; 2024Q4: 49,135 shares; 2025Q1: 49,135 shares; 2025Q2: 47,944 shares; 2025Q3: 49,773 shares; 2025Q4: 45,513 shares; 2026Q1: 28,577 shares 28,577 $949K 0.01% -16,936 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 1,338 shares; 2025Q3: 1,432 shares; 2025Q4: 1,479 shares; 2026Q1: 6,790 shares 6,790 $948K 0.01% +5,311 Timeline BIV 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: 2,413 shares; 2024Q4: 6,431 shares; 2025Q1: 6,965 shares; 2025Q2: 8,139 shares; 2025Q3: 8,415 shares; 2025Q4: 11,117 shares; 2026Q1: 12,207 shares 12,207 $942K 0.01% +1,090 Timeline FENY 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: 20,763 shares; 2024Q4: 25,388 shares; 2025Q1: 25,405 shares; 2025Q2: 23,483 shares; 2025Q3: 24,035 shares; 2025Q4: 24,033 shares; 2026Q1: 27,681 shares 27,681 $942K 0.01% +3,648 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 3,592 shares; 2025Q1: 3,649 shares; 2025Q2: 4,445 shares; 2025Q3: 53,924 shares; 2025Q4: 56,026 shares; 2026Q1: 57,081 shares 57,081 $938K 0.01% +1,055 Timeline GOAU 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: 35,507 shares; 2024Q4: 35,074 shares; 2025Q1: 35,074 shares; 2025Q2: 28,236 shares; 2025Q3: 20,015 shares; 2025Q4: 19,422 shares; 2026Q1: 21,129 shares 21,129 $937K 0.01% +1,707 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: 6,766 shares; 2024Q4: 7,809 shares; 2025Q1: 7,913 shares; 2025Q2: 12,687 shares; 2025Q3: 13,632 shares; 2025Q4: 14,185 shares; 2026Q1: 12,739 shares 12,739 $927K 0.01% -1,446 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 20,030 shares; 2025Q1: 20,030 shares; 2025Q2: 19,600 shares; 2025Q3: 18,277 shares; 2025Q4: 18,676 shares; 2026Q1: 17,954 shares 17,954 $920K 0.01% -722 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 1,081 shares; 2025Q3: 1,673 shares; 2025Q4: 1,557 shares; 2026Q1: 1,259 shares 1,259 $919K 0.01% -298 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,217 shares; 2024Q4: 15,047 shares; 2025Q1: 15,047 shares; 2025Q2: 16,833 shares; 2025Q3: 15,348 shares; 2025Q4: 15,591 shares; 2026Q1: 18,425 shares 18,425 $919K 0.01% +2,834 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,278 shares; 2025Q3: 10,630 shares; 2025Q4: 10,775 shares; 2026Q1: 8,343 shares 8,343 $918K 0.01% -2,432 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 15,006 shares; 2025Q1: 15,024 shares; 2025Q2: 14,666 shares; 2025Q3: 16,507 shares; 2025Q4: 11,397 shares; 2026Q1: 15,852 shares 15,852 $914K 0.01% +4,455 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,901 shares; 2024Q4: 28,103 shares; 2025Q1: 28,103 shares; 2025Q2: 9,689 shares; 2025Q3: 28,469 shares; 2025Q4: 36,379 shares; 2026Q1: 43,889 shares 43,889 $911K 0.01% +7,510 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,086 shares; 2025Q1: 3,086 shares; 2025Q2: 2,156 shares; 2025Q3: 1,841 shares; 2025Q4: 1,194 shares; 2026Q1: 3,894 shares 3,894 $908K 0.01% +2,700 Timeline XBI 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: 8,781 shares; 2024Q4: 12,106 shares; 2025Q1: 12,175 shares; 2025Q2: 7,413 shares; 2025Q3: 7,120 shares; 2025Q4: 6,951 shares; 2026Q1: 7,111 shares 7,111 $908K 0.01% +160 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,714 shares; 2025Q3: 2,438 shares; 2025Q4: 2,626 shares; 2026Q1: 2,745 shares 2,745 $908K 0.01% +119 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: 1,488 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 107,603 shares; 2025Q3: 125,754 shares; 2025Q4: 16,493 shares; 2026Q1: 15,200 shares 15,200 $908K 0.01% -1,293 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: 35,473 shares; 2024Q4: 38,980 shares; 2025Q1: 38,980 shares; 2025Q2: 7,579 shares; 2025Q3: 8,465 shares; 2025Q4: 9,256 shares; 2026Q1: 9,473 shares 9,473 $896K 0.01% +217 Timeline SDCI 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: 36,161 shares; 2025Q3: 37,426 shares; 2025Q4: 38,864 shares; 2026Q1: 32,887 shares 32,887 $896K 0.01% -5,977 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: 1,681 shares; 2024Q4: 2,093 shares; 2025Q1: 2,093 shares; 2025Q2: 11,758 shares; 2025Q3: 12,447 shares; 2025Q4: 12,726 shares; 2026Q1: 12,907 shares 12,907 $894K 0.01% +181 Timeline GSST 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: 12,529 shares; 2024Q4: 16,372 shares; 2025Q1: 16,372 shares; 2025Q2: 16,539 shares; 2025Q3: 17,061 shares; 2025Q4: 16,268 shares; 2026Q1: 17,585 shares 17,585 $889K 0.01% +1,317 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 4,891 shares; 2025Q3: 6,208 shares; 2025Q4: 6,819 shares; 2026Q1: 5,396 shares 5,396 $886K 0.01% -1,423 Timeline BSCU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,901 shares; 2025Q4: 45,688 shares; 2026Q1: 52,501 shares 52,501 $878K 0.01% +6,813 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,124 shares; 2025Q3: 1,716 shares; 2025Q4: 2,318 shares; 2026Q1: 2,054 shares 2,054 $872K 0.01% -264 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,926 shares; 2025Q3: 2,665 shares; 2025Q4: 2,858 shares; 2026Q1: 2,872 shares 2,872 $868K 0.01% +14 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: 40,965 shares; 2024Q4: 41,515 shares; 2025Q1: 49,683 shares; 2025Q2: 33,635 shares; 2025Q3: 34,128 shares; 2025Q4: 34,057 shares; 2026Q1: 32,449 shares 32,449 $867K 0.01% -1,608 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,794 shares; 2024Q4: 15,384 shares; 2025Q1: 15,384 shares; 2025Q2: 23,098 shares; 2025Q3: 24,563 shares; 2025Q4: 24,879 shares; 2026Q1: 23,405 shares 23,405 $866K 0.01% -1,474 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: 5,588 shares; 2024Q4: 6,480 shares; 2025Q1: 6,501 shares; 2025Q2: 6,594 shares; 2025Q3: 6,351 shares; 2025Q4: 6,800 shares; 2026Q1: 7,644 shares 7,644 $865K 0.01% +844 Timeline NEMD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,602 shares; 2025Q4: 16,953 shares; 2026Q1: 16,827 shares 16,827 $864K 0.01% -126 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,380 shares; 2024Q4: 26,820 shares; 2025Q1: 26,820 shares; 2025Q2: 9,598 shares; 2025Q3: 8,922 shares; 2025Q4: 10,578 shares; 2026Q1: 19,507 shares 19,507 $862K 0.01% +8,929 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 5,721 shares; 2025Q3: 7,004 shares; 2025Q4: 5,121 shares; 2026Q1: 5,265 shares 5,265 $861K 0.01% +144 Timeline BSCQ 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: 37,073 shares; 2024Q4: 38,000 shares; 2025Q1: 38,718 shares; 2025Q2: 43,189 shares; 2025Q3: 56,611 shares; 2025Q4: 55,176 shares; 2026Q1: 44,053 shares 44,053 $860K 0.01% -11,123 Timeline VOOV 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: 3,952 shares; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares; 2025Q2: 4,160 shares; 2025Q3: 4,167 shares; 2025Q4: 4,124 shares; 2026Q1: 4,182 shares 4,182 $852K 0.01% +58 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 708 shares; 2025Q3: 783 shares; 2025Q4: 805 shares; 2026Q1: 779 shares 779 $852K 0.01% -26 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 5,024 shares; 2025Q3: 5,714 shares; 2025Q4: 6,499 shares; 2026Q1: 7,675 shares 7,675 $850K 0.01% +1,176 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: 5,716 shares; 2024Q4: 6,545 shares; 2025Q1: 6,590 shares; 2025Q2: 8,288 shares; 2025Q3: 10,939 shares; 2025Q4: 10,671 shares; 2026Q1: 10,537 shares 10,537 $849K 0.01% -134 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 2,824 shares; 2025Q3: 3,469 shares; 2025Q4: 3,199 shares; 2026Q1: 11,932 shares 11,932 $848K 0.01% +8,733 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,484 shares; 2025Q1: 2,649 shares; 2025Q2: 1,560 shares; 2025Q3: 7,028 shares; 2025Q4: 8,085 shares; 2026Q1: 9,041 shares 9,041 $848K 0.01% +956 Timeline IJS 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: 6,240 shares; 2024Q4: 6,701 shares; 2025Q1: 6,736 shares; 2025Q2: 6,733 shares; 2025Q3: 6,626 shares; 2025Q4: 6,550 shares; 2026Q1: 7,134 shares 7,134 $845K 0.01% +584 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: 11,569 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 11,612 shares; 2025Q3: 13,041 shares; 2025Q4: 12,112 shares; 2026Q1: 13,762 shares 13,762 $844K 0.01% +1,650 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,479 shares; 2025Q1: 8,867 shares; 2025Q2: 9,315 shares; 2025Q3: 9,038 shares; 2025Q4: 9,256 shares; 2026Q1: 9,436 shares 9,436 $843K 0.01% +180 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 1,152 shares; 2025Q3: 1,232 shares; 2025Q4: not reported; 2026Q1: 7,883 shares 7,883 $843K 0.01% new 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: 8,089 shares; 2024Q4: 7,364 shares; 2025Q1: 7,364 shares; 2025Q2: 10,119 shares; 2025Q3: 10,111 shares; 2025Q4: 10,891 shares; 2026Q1: 11,208 shares 11,208 $842K 0.01% +317 Timeline IJT 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: 4,122 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 5,248 shares; 2025Q3: 6,017 shares; 2025Q4: 5,730 shares; 2026Q1: 5,814 shares 5,814 $841K 0.01% +84 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 2,065 shares; 2025Q3: 2,602 shares; 2025Q4: 2,377 shares; 2026Q1: 2,781 shares 2,781 $837K 0.01% +404 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,750 shares; 2025Q3: 3,755 shares; 2025Q4: 10,201 shares; 2026Q1: 19,712 shares 19,712 $832K 0.01% +9,511 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: 5,675 shares; 2024Q4: 6,051 shares; 2025Q1: 6,093 shares; 2025Q2: 4,685 shares; 2025Q3: 5,039 shares; 2025Q4: 4,859 shares; 2026Q1: 4,616 shares 4,616 $832K 0.01% -243 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 4,195 shares; 2025Q4: not reported; 2026Q1: 31,600 shares 31,600 $828K 0.01% new Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,703 shares; 2024Q4: 34,478 shares; 2025Q1: 34,478 shares; 2025Q2: 36,350 shares; 2025Q3: 37,777 shares; 2025Q4: 39,248 shares; 2026Q1: 41,192 shares 41,192 $827K 0.01% +1,944 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,099 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 251 shares; 2025Q3: 218 shares; 2025Q4: 4,352 shares; 2026Q1: 9,783 shares 9,783 $826K 0.01% +5,431 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: 56,950 shares; 2024Q4: 53,358 shares; 2025Q1: 53,583 shares; 2025Q2: 55,367 shares; 2025Q3: 47,479 shares; 2025Q4: 66,105 shares; 2026Q1: 71,466 shares 71,466 $825K 0.01% +5,361 Timeline NATO THEMES ETF TR More: the full row for THEMES 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: 24,209 shares; 2025Q3: 24,748 shares; 2025Q4: 25,574 shares; 2026Q1: 21,358 shares 21,358 $823K 0.01% -4,216 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,611 shares; 2024Q4: 32,186 shares; 2025Q1: 32,186 shares; 2025Q2: 34,101 shares; 2025Q3: 35,529 shares; 2025Q4: 35,755 shares; 2026Q1: 36,463 shares 36,463 $822K 0.01% +708 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 11,024 shares; 2025Q3: 17,171 shares; 2025Q4: 17,042 shares; 2026Q1: 17,992 shares 17,992 $819K 0.01% +950 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,640 shares; 2024Q4: 11,550 shares; 2025Q1: 12,718 shares; 2025Q2: 12,467 shares; 2025Q3: 14,045 shares; 2025Q4: 14,456 shares; 2026Q1: 15,554 shares 15,554 $818K 0.01% +1,098 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 6,155 shares; 2025Q1: 6,319 shares; 2025Q2: 10,935 shares; 2025Q3: 12,128 shares; 2025Q4: 13,463 shares; 2026Q1: 13,569 shares 13,569 $817K 0.01% +106 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 6,987 shares; 2025Q1: 6,987 shares; 2025Q2: 12,399 shares; 2025Q3: 12,888 shares; 2025Q4: 12,241 shares; 2026Q1: 16,681 shares 16,681 $813K 0.01% +4,440 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: 11,890 shares; 2024Q4: 10,215 shares; 2025Q1: 10,630 shares; 2025Q2: 10,485 shares; 2025Q3: 6,983 shares; 2025Q4: 6,397 shares; 2026Q1: 10,732 shares 10,732 $806K 0.01% +4,335 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 15,816 shares; 2025Q1: 15,816 shares; 2025Q2: 22,041 shares; 2025Q3: 23,151 shares; 2025Q4: 25,541 shares; 2026Q1: 27,973 shares 27,973 $806K 0.01% +2,432 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: 3,519 shares; 2024Q4: 4,103 shares; 2025Q1: 4,103 shares; 2025Q2: 12,071 shares; 2025Q3: 13,371 shares; 2025Q4: 14,485 shares; 2026Q1: 16,195 shares 16,195 $801K 0.01% +1,710 Timeline PFEB 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: 6,883 shares; 2024Q4: 2,896 shares; 2025Q1: 2,896 shares; 2025Q2: 5,136 shares; 2025Q3: 21,436 shares; 2025Q4: 19,516 shares; 2026Q1: 19,956 shares 19,956 $800K 0.01% +440 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 5,301 shares; 2025Q3: 5,304 shares; 2025Q4: 5,385 shares; 2026Q1: 5,321 shares 5,321 $799K 0.01% -64 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 5,458 shares; 2025Q1: 5,485 shares; 2025Q2: 5,009 shares; 2025Q3: 4,769 shares; 2025Q4: 3,618 shares; 2026Q1: 3,840 shares 3,840 $799K 0.01% +222 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,319 shares; 2024Q4: 26,933 shares; 2025Q1: 26,933 shares; 2025Q2: 20,626 shares; 2025Q3: 16,925 shares; 2025Q4: 18,687 shares; 2026Q1: 19,453 shares 19,453 $799K 0.01% +766 Timeline VGSH 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: 7,401 shares; 2024Q4: 7,889 shares; 2025Q1: 7,889 shares; 2025Q2: 6,834 shares; 2025Q3: 6,999 shares; 2025Q4: 7,951 shares; 2026Q1: 13,474 shares 13,474 $789K 0.01% +5,523 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 4,215 shares; 2025Q3: 8,808 shares; 2025Q4: 8,699 shares; 2026Q1: 12,336 shares 12,336 $789K 0.01% +3,637 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,719 shares; 2025Q1: 5,719 shares; 2025Q2: 4,629 shares; 2025Q3: 4,993 shares; 2025Q4: 5,654 shares; 2026Q1: 3,617 shares 3,617 $788K 0.01% -2,037 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 5,335 shares; 2025Q1: 9,128 shares; 2025Q2: 5,965 shares; 2025Q3: 6,465 shares; 2025Q4: 4,280 shares; 2026Q1: 4,136 shares 4,136 $785K 0.01% -144 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: 5,557 shares; 2024Q4: 8,638 shares; 2025Q1: 8,638 shares; 2025Q2: 18,683 shares; 2025Q3: 19,250 shares; 2025Q4: 20,867 shares; 2026Q1: 15,425 shares 15,425 $777K 0.01% -5,442 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 110 shares; 2025Q3: 961 shares; 2025Q4: not reported; 2026Q1: 13,861 shares 13,861 $776K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 9,677 shares; 2025Q1: 9,677 shares; 2025Q2: 9,821 shares; 2025Q3: 24,312 shares; 2025Q4: 26,126 shares; 2026Q1: 25,395 shares 25,395 $775K 0.01% -731 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 7,966 shares; 2025Q1: 7,966 shares; 2025Q2: 9,337 shares; 2025Q3: 8,410 shares; 2025Q4: 9,858 shares; 2026Q1: 11,141 shares 11,141 $772K 0.01% +1,283 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: 25,752 shares; 2024Q4: 27,317 shares; 2025Q1: 27,317 shares; 2025Q2: 28,888 shares; 2025Q3: 26,314 shares; 2025Q4: 10,798 shares; 2026Q1: 13,745 shares 13,745 $767K 0.01% +2,947 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: 776 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 7,547 shares; 2025Q3: 8,374 shares; 2025Q4: 7,923 shares; 2026Q1: 9,341 shares 9,341 $765K 0.01% +1,418 Timeline BSCV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,131 shares; 2025Q4: 14,772 shares; 2026Q1: 46,483 shares 46,483 $765K 0.01% +31,711 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: 4,211 shares; 2024Q4: 4,868 shares; 2025Q1: 4,868 shares; 2025Q2: 7,956 shares; 2025Q3: 8,535 shares; 2025Q4: 10,612 shares; 2026Q1: 11,191 shares 11,191 $761K 0.01% +579 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 931 shares; 2025Q3: 826 shares; 2025Q4: 568 shares; 2026Q1: 551 shares 551 $760K 0.01% -17 Timeline JPIE 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,436 shares; 2025Q3: 1,928 shares; 2025Q4: 9,736 shares; 2026Q1: 16,441 shares 16,441 $757K 0.01% +6,705 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: 3,569 shares; 2024Q4: 15,577 shares; 2025Q1: 15,577 shares; 2025Q2: 12,399 shares; 2025Q3: 9,627 shares; 2025Q4: 10,419 shares; 2026Q1: 12,380 shares 12,380 $756K 0.01% +1,961 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 14,320 shares; 2025Q3: 23,197 shares; 2025Q4: 41,335 shares; 2026Q1: 44,193 shares 44,193 $750K 0.01% +2,858 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,255 shares; 2025Q3: 7,949 shares; 2025Q4: 9,474 shares; 2026Q1: 6,597 shares 6,597 $749K 0.01% -2,877 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,415 shares 21,415 $745K 0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,343 shares; 2025Q1: 6,343 shares; 2025Q2: 6,108 shares; 2025Q3: 6,259 shares; 2025Q4: 13,033 shares; 2026Q1: 8,175 shares 8,175 $745K 0.01% -4,858 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,064 shares; 2024Q4: 14,834 shares; 2025Q1: 14,834 shares; 2025Q2: 23,623 shares; 2025Q3: 23,563 shares; 2025Q4: 24,985 shares; 2026Q1: 27,029 shares 27,029 $736K 0.01% +2,044 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 8,978 shares; 2025Q1: 8,978 shares; 2025Q2: 14,812 shares; 2025Q3: 17,401 shares; 2025Q4: 17,841 shares; 2026Q1: 18,353 shares 18,353 $735K 0.01% +512 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 958 shares; 2025Q3: 962 shares; 2025Q4: 852 shares; 2026Q1: 950 shares 950 $734K 0.01% +98 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,414 shares; 2025Q1: 3,414 shares; 2025Q2: 3,601 shares; 2025Q3: 3,657 shares; 2025Q4: 3,720 shares; 2026Q1: 3,700 shares 3,700 $729K 0.01% -20 Timeline NMB 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,218 shares; 2025Q3: 1,237 shares; 2025Q4: 13,330 shares; 2026Q1: 29,852 shares 29,852 $721K 0.01% +16,522 Timeline ACWV 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: 3,474 shares; 2024Q4: 4,253 shares; 2025Q1: 4,323 shares; 2025Q2: 5,142 shares; 2025Q3: 5,275 shares; 2025Q4: 5,633 shares; 2026Q1: 6,028 shares 6,028 $720K 0.01% +395 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,971 shares; 2025Q3: 7,139 shares; 2025Q4: 9,544 shares; 2026Q1: 10,387 shares 10,387 $720K 0.01% +843 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 5,421 shares; 2025Q1: 5,421 shares; 2025Q2: 8,749 shares; 2025Q3: 4,211 shares; 2025Q4: 19,533 shares; 2026Q1: 19,634 shares 19,634 $718K 0.01% +101 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,700 shares; 2024Q4: 74,360 shares; 2025Q1: 74,430 shares; 2025Q2: 75,047 shares; 2025Q3: 73,680 shares; 2025Q4: 65,892 shares; 2026Q1: 17,256 shares 17,256 $718K 0.01% -48,636 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 7,598 shares; 2025Q3: 7,599 shares; 2025Q4: 7,592 shares; 2026Q1: 10,472 shares 10,472 $717K 0.01% +2,880 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 2,384 shares; 2025Q1: 2,400 shares; 2025Q2: 3,487 shares; 2025Q3: 3,117 shares; 2025Q4: 3,137 shares; 2026Q1: 3,440 shares 3,440 $717K 0.01% +303 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: 6,540 shares; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 5,374 shares; 2025Q3: 6,629 shares; 2025Q4: 6,356 shares; 2026Q1: 6,036 shares 6,036 $716K 0.01% -320 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 6,364 shares; 2025Q1: 6,440 shares; 2025Q2: 7,052 shares; 2025Q3: 7,234 shares; 2025Q4: 7,134 shares; 2026Q1: 6,535 shares 6,535 $716K 0.01% -599 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 5,911 shares; 2025Q1: 5,911 shares; 2025Q2: 12,735 shares; 2025Q3: 10,897 shares; 2025Q4: 14,432 shares; 2026Q1: 15,437 shares 15,437 $715K 0.01% +1,005 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7,870 shares; 2026Q1: 8,418 shares 8,418 $713K 0.01% +548 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,078 shares; 2025Q3: 345 shares; 2025Q4: not reported; 2026Q1: 4,156 shares 4,156 $712K 0.01% new 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: 54 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 62 shares; 2025Q3: 168 shares; 2025Q4: not reported; 2026Q1: 7,136 shares 7,136 $712K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 505 shares; 2025Q3: 564 shares; 2025Q4: 658 shares; 2026Q1: 726 shares 726 $712K 0.01% +68 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,586 shares; 2024Q4: 2,961 shares; 2025Q1: 2,961 shares; 2025Q2: 3,752 shares; 2025Q3: 4,586 shares; 2025Q4: 6,789 shares; 2026Q1: 6,666 shares 6,666 $711K 0.01% -123 Timeline BFEB 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: 12,903 shares; 2024Q4: 12,256 shares; 2025Q1: 12,256 shares; 2025Q2: 14,356 shares; 2025Q3: 13,934 shares; 2025Q4: 13,311 shares; 2026Q1: 14,903 shares 14,903 $711K 0.01% +1,592 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 4,223 shares; 2025Q3: 4,047 shares; 2025Q4: 3,709 shares; 2026Q1: 6,380 shares 6,380 $711K 0.01% +2,671 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,005 shares; 2024Q4: 13,997 shares; 2025Q1: 13,997 shares; 2025Q2: 18,371 shares; 2025Q3: 19,555 shares; 2025Q4: 21,800 shares; 2026Q1: 24,016 shares 24,016 $708K 0.01% +2,216 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,325 shares; 2025Q1: 2,497 shares; 2025Q2: 2,416 shares; 2025Q3: 2,551 shares; 2025Q4: 6,608 shares; 2026Q1: 6,213 shares 6,213 $708K 0.01% -395 Timeline BGRN 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: 4,175 shares; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 8,668 shares; 2025Q3: 10,875 shares; 2025Q4: 13,684 shares; 2026Q1: 14,906 shares 14,906 $708K 0.01% +1,222 Timeline UCON 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: 18,245 shares; 2024Q4: 18,760 shares; 2025Q1: 18,760 shares; 2025Q2: 17,611 shares; 2025Q3: 19,494 shares; 2025Q4: 22,960 shares; 2026Q1: 28,564 shares 28,564 $708K 0.01% +5,604 Timeline DFAE 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: 21,942 shares; 2024Q4: 23,851 shares; 2025Q1: 23,851 shares; 2025Q2: 15,085 shares; 2025Q3: 22,271 shares; 2025Q4: 22,511 shares; 2026Q1: 20,883 shares 20,883 $707K 0.01% -1,628 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: 1,459 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 29,036 shares; 2025Q3: 15,416 shares; 2025Q4: 13,473 shares; 2026Q1: 13,957 shares 13,957 $707K 0.01% +484 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 4,109 shares; 2025Q1: 4,109 shares; 2025Q2: 5,422 shares; 2025Q3: 5,268 shares; 2025Q4: 6,361 shares; 2026Q1: 7,456 shares 7,456 $706K 0.01% +1,095 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 2,359 shares; 2025Q3: 1,009 shares; 2025Q4: 3,191 shares; 2026Q1: 6,419 shares 6,419 $705K 0.01% +3,228 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,249 shares; 2024Q4: 22,748 shares; 2025Q1: 22,748 shares; 2025Q2: 18,563 shares; 2025Q3: 17,092 shares; 2025Q4: 11,249 shares; 2026Q1: 7,448 shares 7,448 $704K 0.01% -3,801 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 15,234 shares; 2025Q1: 15,287 shares; 2025Q2: 20,404 shares; 2025Q3: 20,376 shares; 2025Q4: 16,397 shares; 2026Q1: 18,673 shares 18,673 $702K 0.01% +2,276 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,292 shares; 2025Q1: 4,292 shares; 2025Q2: 4,361 shares; 2025Q3: 4,332 shares; 2025Q4: 4,803 shares; 2026Q1: 5,343 shares 5,343 $701K 0.01% +540 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 17,632 shares; 2025Q1: 17,751 shares; 2025Q2: 16,404 shares; 2025Q3: 15,622 shares; 2025Q4: 11,658 shares; 2026Q1: 10,829 shares 10,829 $701K 0.01% -829 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 1,874 shares; 2025Q3: 2,224 shares; 2025Q4: not reported; 2026Q1: 32,666 shares 32,666 $701K 0.01% new Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 9,569 shares; 2025Q1: 9,569 shares; 2025Q2: 13,912 shares; 2025Q3: 14,082 shares; 2025Q4: 11,826 shares; 2026Q1: 13,968 shares 13,968 $699K 0.01% +2,142 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,749 shares; 2024Q4: 110,503 shares; 2025Q1: 110,503 shares; 2025Q2: 81,108 shares; 2025Q3: 77,664 shares; 2025Q4: 70,053 shares; 2026Q1: 68,937 shares 68,937 $696K 0.01% -1,116 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 11,359 shares; 2025Q1: 11,359 shares; 2025Q2: 13,674 shares; 2025Q3: 17,514 shares; 2025Q4: 16,881 shares; 2026Q1: 16,707 shares 16,707 $694K 0.01% -174 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 13,078 shares; 2025Q1: 13,078 shares; 2025Q2: 13,414 shares; 2025Q3: 12,535 shares; 2025Q4: 13,019 shares; 2026Q1: 12,874 shares 12,874 $694K 0.01% -145 Timeline HSCZ 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: 200 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 13,438 shares; 2025Q3: 14,132 shares; 2025Q4: 16,428 shares; 2026Q1: 17,457 shares 17,457 $693K 0.01% +1,029 Timeline PEY 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: 41,582 shares; 2024Q4: 40,954 shares; 2025Q1: 40,954 shares; 2025Q2: 41,015 shares; 2025Q3: 35,436 shares; 2025Q4: 30,583 shares; 2026Q1: 31,961 shares 31,961 $685K 0.01% +1,378 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 1,979 shares; 2025Q3: 8,910 shares; 2025Q4: 8,900 shares; 2026Q1: 8,433 shares 8,433 $680K 0.01% -467 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,132 shares; 2024Q4: 19,779 shares; 2025Q1: 19,779 shares; 2025Q2: 18,048 shares; 2025Q3: 20,176 shares; 2025Q4: 18,685 shares; 2026Q1: 17,487 shares 17,487 $680K 0.01% -1,198 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 18,690 shares; 2025Q1: 18,690 shares; 2025Q2: 13,455 shares; 2025Q3: 15,073 shares; 2025Q4: 11,806 shares; 2026Q1: 13,576 shares 13,576 $676K 0.01% +1,770 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,145 shares; 2024Q4: 12,069 shares; 2025Q1: 12,069 shares; 2025Q2: 13,635 shares; 2025Q3: 13,449 shares; 2025Q4: 13,499 shares; 2026Q1: 14,379 shares 14,379 $673K 0.01% +880 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 4,303 shares; 2025Q1: 4,303 shares; 2025Q2: 3,359 shares; 2025Q3: 3,521 shares; 2025Q4: 3,339 shares; 2026Q1: 2,691 shares 2,691 $673K 0.01% -648 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: 9,359 shares; 2024Q4: 9,664 shares; 2025Q1: 9,664 shares; 2025Q2: 3,763 shares; 2025Q3: 3,772 shares; 2025Q4: 4,839 shares; 2026Q1: 4,902 shares 4,902 $672K 0.01% +63 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 5,553 shares; 2025Q1: 5,562 shares; 2025Q2: 4,168 shares; 2025Q3: 4,292 shares; 2025Q4: 4,483 shares; 2026Q1: 5,528 shares 5,528 $670K 0.01% +1,045 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 10,394 shares; 2025Q1: 10,394 shares; 2025Q2: 12,076 shares; 2025Q3: 15,107 shares; 2025Q4: 14,718 shares; 2026Q1: 14,651 shares 14,651 $667K 0.01% -67 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 15,697 shares; 2025Q1: 15,697 shares; 2025Q2: 8,693 shares; 2025Q3: 8,920 shares; 2025Q4: 8,725 shares; 2026Q1: 13,065 shares 13,065 $657K 0.01% +4,340 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: 1,961 shares; 2024Q4: 1,639 shares; 2025Q1: 1,682 shares; 2025Q2: 4,803 shares; 2025Q3: 5,051 shares; 2025Q4: 4,629 shares; 2026Q1: 5,190 shares 5,190 $657K 0.01% +561 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: 8,986 shares; 2025Q1: 8,986 shares; 2025Q2: 9,510 shares; 2025Q3: 10,436 shares; 2025Q4: 10,669 shares; 2026Q1: 11,095 shares 11,095 $657K 0.01% +426 Timeline TLT 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: 74,429 shares; 2024Q4: 130,956 shares; 2025Q1: 130,956 shares; 2025Q2: 2,889 shares; 2025Q3: 13,767 shares; 2025Q4: 6,201 shares; 2026Q1: 7,557 shares 7,557 $655K 0.01% +1,356 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,768 shares; 2025Q3: 53,030 shares; 2025Q4: 37,026 shares; 2026Q1: 22,496 shares 22,496 $655K 0.01% -14,530 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,339 shares; 2024Q4: 12,372 shares; 2025Q1: 12,372 shares; 2025Q2: 10,163 shares; 2025Q3: 10,599 shares; 2025Q4: 12,600 shares; 2026Q1: 14,609 shares 14,609 $655K 0.01% +2,009 Timeline BAUG 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: 12,849 shares; 2024Q4: 12,419 shares; 2025Q1: 12,419 shares; 2025Q2: 11,860 shares; 2025Q3: 13,820 shares; 2025Q4: 13,395 shares; 2026Q1: 13,395 shares 13,395 $654K 0.01% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 11,689 shares; 2025Q3: 12,029 shares; 2025Q4: 11,904 shares; 2026Q1: 11,918 shares 11,918 $651K 0.01% +14 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: 24,910 shares; 2024Q4: 13,590 shares; 2025Q1: 13,590 shares; 2025Q2: 12,113 shares; 2025Q3: 12,840 shares; 2025Q4: 13,617 shares; 2026Q1: 13,755 shares 13,755 $646K 0.01% +138 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 1,253 shares; 2025Q4: not reported; 2026Q1: 12,582 shares 12,582 $644K 0.01% new 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: 8,193 shares; 2026Q1: 7,060 shares 7,060 $642K 0.01% -1,133 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,726 shares; 2025Q3: 1,905 shares; 2025Q4: 6,708 shares; 2026Q1: 7,261 shares 7,261 $638K 0.01% +553 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: 1,854 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,937 shares; 2025Q3: 2,158 shares; 2025Q4: 2,263 shares; 2026Q1: 1,181 shares 1,181 $637K 0.01% -1,082 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,677 shares; 2024Q4: 9,654 shares; 2025Q1: 9,654 shares; 2025Q2: 4,465 shares; 2025Q3: 4,442 shares; 2025Q4: 4,538 shares; 2026Q1: 7,600 shares 7,600 $637K 0.01% +3,062 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,949 shares; 2025Q1: 12,949 shares; 2025Q2: 14,168 shares; 2025Q3: 15,120 shares; 2025Q4: 16,316 shares; 2026Q1: 16,100 shares 16,100 $636K 0.01% -216 Timeline JMST 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: 17,368 shares; 2024Q4: 8,368 shares; 2025Q1: 8,368 shares; 2025Q2: 10,931 shares; 2025Q3: 11,216 shares; 2025Q4: 26,395 shares; 2026Q1: 12,412 shares 12,412 $633K 0.01% -13,983 Timeline BAPR 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: 8,343 shares; 2024Q4: 8,448 shares; 2025Q1: 8,448 shares; 2025Q2: 8,724 shares; 2025Q3: 8,624 shares; 2025Q4: 8,336 shares; 2026Q1: 12,917 shares 12,917 $633K 0.01% +4,581 Timeline BSCR 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: 21,992 shares; 2024Q4: 23,473 shares; 2025Q1: 24,065 shares; 2025Q2: 27,241 shares; 2025Q3: 34,187 shares; 2025Q4: 32,814 shares; 2026Q1: 31,970 shares 31,970 $627K 0.01% -844 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: 5,702 shares; 2024Q4: 6,072 shares; 2025Q1: 6,157 shares; 2025Q2: 5,492 shares; 2025Q3: 4,945 shares; 2025Q4: 5,083 shares; 2026Q1: 4,597 shares 4,597 $626K 0.01% -486 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 2,737 shares; 2025Q1: 2,737 shares; 2025Q2: 3,300 shares; 2025Q3: 6,172 shares; 2025Q4: 6,223 shares; 2026Q1: 12,262 shares 12,262 $625K 0.01% +6,039 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 4,772 shares; 2025Q3: 5,149 shares; 2025Q4: 6,683 shares; 2026Q1: 4,611 shares 4,611 $623K 0.01% -2,072 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,583 shares; 2025Q3: 2,428 shares; 2025Q4: not reported; 2026Q1: 12,541 shares 12,541 $622K 0.01% new 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: 841 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,768 shares; 2025Q3: 1,825 shares; 2025Q4: 1,502 shares; 2026Q1: 1,282 shares 1,282 $622K 0.01% -220 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 4,718 shares; 2025Q3: 5,170 shares; 2025Q4: 6,652 shares; 2026Q1: 3,472 shares 3,472 $621K 0.01% -3,180 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,172 shares; 2025Q3: 11,132 shares; 2025Q4: 10,630 shares; 2026Q1: 9,509 shares 9,509 $620K 0.01% -1,121 Timeline JSML 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: 3,331 shares; 2024Q4: 3,941 shares; 2025Q1: 6,729 shares; 2025Q2: 8,300 shares; 2025Q3: 8,528 shares; 2025Q4: 8,837 shares; 2026Q1: 8,793 shares 8,793 $616K 0.01% -44 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,545 shares; 2025Q1: 5,545 shares; 2025Q2: 9,253 shares; 2025Q3: 13,323 shares; 2025Q4: 16,991 shares; 2026Q1: 13,213 shares 13,213 $615K 0.01% -3,778 Timeline EMHC 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: 2,672 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 4,076 shares; 2025Q3: 3,924 shares; 2025Q4: 10,575 shares; 2026Q1: 24,714 shares 24,714 $613K 0.01% +14,139 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 4,962 shares; 2025Q1: 4,962 shares; 2025Q2: 193,241 shares; 2025Q3: 183,881 shares; 2025Q4: 170,434 shares; 2026Q1: 16,800 shares 16,800 $609K 0.01% -153,634 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 2,257 shares; 2025Q3: 2,618 shares; 2025Q4: 2,887 shares; 2026Q1: 3,084 shares 3,084 $609K 0.01% +197 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: 33,713 shares; 2024Q4: 36,399 shares; 2025Q1: 36,399 shares; 2025Q2: 31,816 shares; 2025Q3: 31,066 shares; 2025Q4: 31,144 shares; 2026Q1: 38,836 shares 38,836 $608K 0.01% +7,692 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 4,171 shares; 2025Q3: 6,079 shares; 2025Q4: 7,589 shares; 2026Q1: 7,378 shares 7,378 $607K 0.01% -211 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: 48,923 shares; 2024Q4: 53,539 shares; 2025Q1: 53,563 shares; 2025Q2: 10,391 shares; 2025Q3: 13,778 shares; 2025Q4: 13,272 shares; 2026Q1: 6,436 shares 6,436 $604K 0.01% -6,836 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: 15,221 shares; 2024Q4: 16,206 shares; 2025Q1: 16,206 shares; 2025Q2: 16,172 shares; 2025Q3: 15,567 shares; 2025Q4: 16,014 shares; 2026Q1: 17,496 shares 17,496 $603K 0.01% +1,482 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: 92 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 4,388 shares; 2025Q3: 4,524 shares; 2025Q4: 4,661 shares; 2026Q1: 6,393 shares 6,393 $600K 0.01% +1,732 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 19,299 shares; 2025Q1: 19,319 shares; 2025Q2: 20,451 shares; 2025Q3: 21,251 shares; 2025Q4: 20,937 shares; 2026Q1: 20,587 shares 20,587 $599K 0.01% -350 Timeline HSMV 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: 11,825 shares; 2024Q4: 12,127 shares; 2025Q1: 12,127 shares; 2025Q2: 13,379 shares; 2025Q3: 14,069 shares; 2025Q4: 15,488 shares; 2026Q1: 16,550 shares 16,550 $599K 0.01% +1,062 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: 2,240 shares; 2024Q4: 2,584 shares; 2025Q1: 2,603 shares; 2025Q2: 2,832 shares; 2025Q3: 2,399 shares; 2025Q4: 2,290 shares; 2026Q1: 2,208 shares 2,208 $598K 0.01% -82 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: 11,335 shares; 2024Q4: 13,610 shares; 2025Q1: 13,974 shares; 2025Q2: 20,426 shares; 2025Q3: 20,377 shares; 2025Q4: 20,984 shares; 2026Q1: 27,024 shares 27,024 $593K 0.01% +6,040 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 564 shares; 2025Q3: 859 shares; 2025Q4: 2,513 shares; 2026Q1: 2,955 shares 2,955 $591K 0.01% +442 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,730 shares; 2025Q1: 1,743 shares; 2025Q2: 2,391 shares; 2025Q3: 2,546 shares; 2025Q4: 2,445 shares; 2026Q1: 2,684 shares 2,684 $588K 0.01% +239 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,277 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,346 shares; 2025Q3: 10,167 shares; 2025Q4: 10,067 shares; 2026Q1: 9,967 shares 9,967 $586K 0.01% -100 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 2,216 shares; 2025Q3: 2,951 shares; 2025Q4: 3,734 shares; 2026Q1: 4,973 shares 4,973 $585K 0.01% +1,239 Timeline BNOV 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: 11,903 shares; 2024Q4: 13,468 shares; 2025Q1: 13,468 shares; 2025Q2: 12,327 shares; 2025Q3: 12,313 shares; 2025Q4: 13,543 shares; 2026Q1: 13,586 shares 13,586 $585K 0.01% +43 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: 5,301 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 5,788 shares; 2025Q3: 10,912 shares; 2025Q4: 10,270 shares; 2026Q1: 9,732 shares 9,732 $584K 0.01% -538 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 2,732 shares; 2025Q3: 6,159 shares; 2025Q4: 10,203 shares; 2026Q1: 11,718 shares 11,718 $580K 0.01% +1,515 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,759 shares; 2024Q4: 27,430 shares; 2025Q1: 27,459 shares; 2025Q2: 30,210 shares; 2025Q3: 36,475 shares; 2025Q4: 31,630 shares; 2026Q1: 15,825 shares 15,825 $580K 0.01% -15,805 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 14,894 shares; 2025Q3: 14,894 shares; 2025Q4: 22,634 shares; 2026Q1: 23,389 shares 23,389 $580K 0.01% +755 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,892 shares 15,892 $580K 0.01% new Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 33,886 shares; 2025Q1: 34,334 shares; 2025Q2: 40,021 shares; 2025Q3: 42,679 shares; 2025Q4: 44,530 shares; 2026Q1: 38,380 shares 38,380 $576K 0.01% -6,150 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 22,563 shares; 2025Q1: 22,611 shares; 2025Q2: 21,686 shares; 2025Q3: 19,355 shares; 2025Q4: 19,242 shares; 2026Q1: 18,533 shares 18,533 $574K 0.01% -709 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,628 shares; 2024Q4: 18,411 shares; 2025Q1: 18,411 shares; 2025Q2: 20,321 shares; 2025Q3: 21,015 shares; 2025Q4: 22,127 shares; 2026Q1: 23,525 shares 23,525 $571K 0.01% +1,398 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,318 shares; 2025Q1: 4,410 shares; 2025Q2: 4,041 shares; 2025Q3: 4,268 shares; 2025Q4: 4,627 shares; 2026Q1: 3,991 shares 3,991 $571K 0.01% -636 Timeline HYHG 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: 10,116 shares; 2024Q4: 10,860 shares; 2025Q1: 10,901 shares; 2025Q2: 10,160 shares; 2025Q3: 10,044 shares; 2025Q4: 9,394 shares; 2026Q1: 8,954 shares 8,954 $571K 0.01% -440 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,456 shares; 2024Q4: 21,829 shares; 2025Q1: 21,829 shares; 2025Q2: 20,201 shares; 2025Q3: 20,894 shares; 2025Q4: 16,297 shares; 2026Q1: 14,888 shares 14,888 $568K 0.01% -1,409 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,744 shares; 2025Q3: 1,742 shares; 2025Q4: 1,673 shares; 2026Q1: 1,737 shares 1,737 $568K 0.01% +64 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: 3,999 shares; 2024Q4: 5,476 shares; 2025Q1: 5,476 shares; 2025Q2: 8,348 shares; 2025Q3: 7,538 shares; 2025Q4: 6,384 shares; 2026Q1: 7,092 shares 7,092 $568K 0.01% +708 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 7,828 shares; 2025Q1: 11,339 shares; 2025Q2: 12,371 shares; 2025Q3: 11,861 shares; 2025Q4: 12,438 shares; 2026Q1: 12,146 shares 12,146 $568K 0.01% -292 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: 6,135 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 9,052 shares; 2025Q3: 8,441 shares; 2025Q4: 9,055 shares; 2026Q1: 7,843 shares 7,843 $568K 0.01% -1,212 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,687 shares; 2024Q4: 28,203 shares; 2025Q1: 28,203 shares; 2025Q2: 24,835 shares; 2025Q3: 31,260 shares; 2025Q4: 26,772 shares; 2026Q1: 29,379 shares 29,379 $567K 0.01% +2,607 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 8,291 shares; 2025Q1: 8,291 shares; 2025Q2: 8,163 shares; 2025Q3: 8,417 shares; 2025Q4: 10,288 shares; 2026Q1: 12,740 shares 12,740 $566K 0.01% +2,452 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 4,253 shares; 2025Q1: 4,253 shares; 2025Q2: 5,682 shares; 2025Q3: 5,385 shares; 2025Q4: 5,873 shares; 2026Q1: 5,756 shares 5,756 $562K 0.01% -117 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: 19,283 shares; 2024Q4: 19,197 shares; 2025Q1: 19,197 shares; 2025Q2: 20,083 shares; 2025Q3: 20,052 shares; 2025Q4: 21,876 shares; 2026Q1: 24,513 shares 24,513 $562K 0.01% +2,637 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,437 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 6,864 shares; 2025Q3: 9,453 shares; 2025Q4: 6,217 shares; 2026Q1: 6,059 shares 6,059 $562K 0.01% -158 Timeline ISCG 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: 6,518 shares; 2024Q4: 8,923 shares; 2025Q1: 8,923 shares; 2025Q2: 10,256 shares; 2025Q3: 8,653 shares; 2025Q4: 9,079 shares; 2026Q1: 10,213 shares 10,213 $560K 0.01% +1,134 Timeline OZEM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 17,872 shares 17,872 $558K 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: 8,045 shares; 2024Q4: 8,918 shares; 2025Q1: 8,918 shares; 2025Q2: 7,820 shares; 2025Q3: 8,389 shares; 2025Q4: 7,742 shares; 2026Q1: 4,818 shares 4,818 $556K 0.01% -2,924 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,165 shares 15,165 $556K 0.01% new Timeline DVYE 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 16,154 shares 16,154 $555K 0.01% new 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: 2,360 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,226 shares; 2025Q3: 2,899 shares; 2025Q4: 2,601 shares; 2026Q1: 2,832 shares 2,832 $555K 0.01% +231 Timeline SLYG 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: 5,118 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 6,344 shares; 2025Q3: 5,242 shares; 2025Q4: 5,300 shares; 2026Q1: 5,732 shares 5,732 $554K 0.01% +432 Timeline PAUG 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: 12,905 shares; 2024Q4: 12,919 shares; 2025Q1: 12,919 shares; 2025Q2: 12,065 shares; 2025Q3: 13,839 shares; 2025Q4: 13,299 shares; 2026Q1: 12,959 shares 12,959 $554K 0.01% -340 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,520 shares; 2026Q1: 4,662 shares 4,662 $553K 0.01% +142 Timeline NOBL 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: 8,645 shares; 2024Q4: 9,865 shares; 2025Q1: 10,169 shares; 2025Q2: 7,360 shares; 2025Q3: 5,207 shares; 2025Q4: 4,782 shares; 2026Q1: 5,211 shares 5,211 $552K 0.01% +429 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: 1,082 shares; 2025Q3: 2,607 shares; 2025Q4: 5,851 shares; 2026Q1: 7,130 shares 7,130 $552K 0.01% +1,279 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: 54 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 312 shares; 2025Q3: 305 shares; 2025Q4: not reported; 2026Q1: 2,317 shares 2,317 $552K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 268 shares; 2025Q3: 374 shares; 2025Q4: 488 shares; 2026Q1: 319 shares 319 $552K 0.01% -169 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,243 shares; 2024Q4: 145,148 shares; 2025Q1: 145,148 shares; 2025Q2: 10,782 shares; 2025Q3: 11,132 shares; 2025Q4: 8,616 shares; 2026Q1: 9,806 shares 9,806 $551K 0.01% +1,190 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: 4,864 shares; 2024Q4: 5,819 shares; 2025Q1: 5,819 shares; 2025Q2: 5,238 shares; 2025Q3: 6,078 shares; 2025Q4: 5,966 shares; 2026Q1: 6,320 shares 6,320 $549K 0.01% +354 Timeline FMDE 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: 65,667 shares; 2024Q4: 13,517 shares; 2025Q1: 13,517 shares; 2025Q2: 10,256 shares; 2025Q3: 11,168 shares; 2025Q4: 14,448 shares; 2026Q1: 15,161 shares 15,161 $545K 0.01% +713 Timeline IMAR 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: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 536 shares; 2025Q3: 19,930 shares; 2025Q4: 17,236 shares; 2026Q1: 18,736 shares 18,736 $544K 0.01% +1,500 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 10,419 shares; 2025Q3: 12,024 shares; 2025Q4: 12,415 shares; 2026Q1: 12,957 shares 12,957 $542K 0.01% +542 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 4,921 shares; 2025Q3: 5,537 shares; 2025Q4: 6,216 shares; 2026Q1: 7,117 shares 7,117 $541K 0.01% +901 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 3,743 shares; 2025Q3: 4,511 shares; 2025Q4: 4,627 shares; 2026Q1: 8,055 shares 8,055 $540K 0.01% +3,428 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 1,151 shares; 2025Q3: 1,183 shares; 2025Q4: 1,261 shares; 2026Q1: 1,570 shares 1,570 $538K 0.01% +309 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,536 shares; 2025Q1: 3,536 shares; 2025Q2: 3,904 shares; 2025Q3: 5,108 shares; 2025Q4: 6,443 shares; 2026Q1: 6,516 shares 6,516 $538K 0.01% +73 Timeline CRDT 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: 22,130 shares; 2025Q3: 22,130 shares; 2025Q4: 23,703 shares; 2026Q1: 23,859 shares 23,859 $538K 0.01% +156 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: 5,946 shares; 2024Q4: 4,422 shares; 2025Q1: 4,522 shares; 2025Q2: 5,511 shares; 2025Q3: 8,430 shares; 2025Q4: 9,842 shares; 2026Q1: 10,147 shares 10,147 $536K 0.01% +305 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,664 shares; 2025Q1: 4,664 shares; 2025Q2: 5,350 shares; 2025Q3: 5,577 shares; 2025Q4: 5,657 shares; 2026Q1: 5,173 shares 5,173 $534K 0.01% -484 Timeline FMAT 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: 11,390 shares; 2025Q3: 11,642 shares; 2025Q4: 5,684 shares; 2026Q1: 9,225 shares 9,225 $532K 0.01% +3,541 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,119 shares; 2024Q4: 13,717 shares; 2025Q1: 14,425 shares; 2025Q2: 13,998 shares; 2025Q3: 14,799 shares; 2025Q4: 16,191 shares; 2026Q1: 17,597 shares 17,597 $531K 0.01% +1,406 Timeline FTCB 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: 9,174 shares; 2025Q1: 9,174 shares; 2025Q2: 17,595 shares; 2025Q3: 18,276 shares; 2025Q4: 23,855 shares; 2026Q1: 25,313 shares 25,313 $531K 0.01% +1,458 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 186 shares; 2025Q3: 4,181 shares; 2025Q4: 4,294 shares; 2026Q1: 12,871 shares 12,871 $528K 0.01% +8,577 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,134 shares; 2025Q3: 959 shares; 2025Q4: 1,272 shares; 2026Q1: 1,469 shares 1,469 $527K 0.01% +197 Timeline OIH 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: 977 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 772 shares; 2025Q3: 756 shares; 2025Q4: 708 shares; 2026Q1: 1,304 shares 1,304 $527K 0.01% +596 Timeline BSCT 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: 12,476 shares; 2024Q4: 13,706 shares; 2025Q1: 14,043 shares; 2025Q2: 19,196 shares; 2025Q3: 22,114 shares; 2025Q4: 29,511 shares; 2026Q1: 28,182 shares 28,182 $526K 0.01% -1,329 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: 3,743 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 7,238 shares; 2025Q3: 7,260 shares; 2025Q4: 7,387 shares; 2026Q1: 7,325 shares 7,325 $526K 0.01% -62 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 9,693 shares; 2025Q1: 11,333 shares; 2025Q2: 12,327 shares; 2025Q3: 12,343 shares; 2025Q4: 13,124 shares; 2026Q1: 11,537 shares 11,537 $522K 0.01% -1,587 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,269 shares; 2025Q1: 4,269 shares; 2025Q2: 4,229 shares; 2025Q3: 4,203 shares; 2025Q4: 4,198 shares; 2026Q1: 4,185 shares 4,185 $522K 0.01% -13 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: 2,256 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 122 shares; 2025Q3: 403 shares; 2025Q4: not reported; 2026Q1: 36,634 shares 36,634 $522K 0.01% new Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 10,824 shares; 2025Q3: 17,261 shares; 2025Q4: 20,938 shares; 2026Q1: 20,713 shares 20,713 $519K 0.01% -225 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: 4,271 shares; 2024Q4: 4,291 shares; 2025Q1: 4,291 shares; 2025Q2: 4,009 shares; 2025Q3: 4,079 shares; 2025Q4: 3,767 shares; 2026Q1: 1,465 shares 1,465 $518K 0.01% -2,302 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 854 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 840 shares 840 $518K 0.01% -1 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,294 shares; 2025Q3: 5,705 shares; 2025Q4: 5,477 shares; 2026Q1: 5,528 shares 5,528 $516K 0.01% +51 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: 2,644 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 3,352 shares; 2026Q1: 3,882 shares 3,882 $514K 0.01% +530 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 7,206 shares; 2025Q3: 7,744 shares; 2025Q4: 7,078 shares; 2026Q1: 7,602 shares 7,602 $514K 0.01% +524 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,268 shares; 2024Q4: 29,217 shares; 2025Q1: 29,217 shares; 2025Q2: 9,792 shares; 2025Q3: 11,555 shares; 2025Q4: 16,254 shares; 2026Q1: 15,034 shares 15,034 $513K 0.01% -1,220 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,598 shares; 2025Q3: 1,459 shares; 2025Q4: 1,594 shares; 2026Q1: 1,724 shares 1,724 $513K 0.01% +130 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,136 shares; 2025Q3: 1,093 shares; 2025Q4: 1,091 shares; 2026Q1: 1,106 shares 1,106 $512K 0.01% +15 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,700 shares; 2024Q4: 71,141 shares; 2025Q1: 71,141 shares; 2025Q2: 64,370 shares; 2025Q3: 58,714 shares; 2025Q4: 67,631 shares; 2026Q1: 67,725 shares 67,725 $511K 0.01% +94 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 26,927 shares; 2025Q1: 26,927 shares; 2025Q2: 36,999 shares; 2025Q3: 40,350 shares; 2025Q4: 42,135 shares; 2026Q1: 45,418 shares 45,418 $510K 0.01% +3,283 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 4,957 shares; 2025Q3: 6,498 shares; 2025Q4: 9,218 shares; 2026Q1: 11,600 shares 11,600 $510K 0.01% +2,382 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,973 shares; 2024Q4: 16,420 shares; 2025Q1: 16,420 shares; 2025Q2: 13,749 shares; 2025Q3: 14,445 shares; 2025Q4: 14,297 shares; 2026Q1: 15,197 shares 15,197 $510K 0.01% +900 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,089 shares; 2025Q1: 3,089 shares; 2025Q2: 1,430 shares; 2025Q3: 1,121 shares; 2025Q4: 2,394 shares; 2026Q1: 3,015 shares 3,015 $509K 0.01% +621 Timeline BSCS 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: 12,713 shares; 2024Q4: 13,582 shares; 2025Q1: 14,013 shares; 2025Q2: 18,925 shares; 2025Q3: 20,559 shares; 2025Q4: 26,974 shares; 2026Q1: 24,664 shares 24,664 $504K 0.01% -2,310 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 7,240 shares; 2025Q1: 7,240 shares; 2025Q2: 4,417 shares; 2025Q3: 9,406 shares; 2025Q4: 16,235 shares; 2026Q1: 22,143 shares 22,143 $502K 0.01% +5,908 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 9,413 shares; 2025Q3: 3,065 shares; 2025Q4: 4,606 shares; 2026Q1: 5,482 shares 5,482 $496K 0.01% +876 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,860 shares; 2024Q4: 240,915 shares; 2025Q1: 240,915 shares; 2025Q2: 492,791 shares; 2025Q3: 198,768 shares; 2025Q4: 25,653 shares; 2026Q1: 4,396 shares 4,396 $493K 0.01% -21,257 Timeline FLQM 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: 2,412 shares; 2024Q4: 5,386 shares; 2025Q1: 5,386 shares; 2025Q2: 6,265 shares; 2025Q3: 7,344 shares; 2025Q4: 8,026 shares; 2026Q1: 8,932 shares 8,932 $491K 0.01% +906 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: 23,547 shares; 2024Q4: 24,247 shares; 2025Q1: 24,372 shares; 2025Q2: 25,360 shares; 2025Q3: 20,591 shares; 2025Q4: 15,653 shares; 2026Q1: 15,244 shares 15,244 $488K 0.01% -409 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 288 shares; 2025Q3: 295 shares; 2025Q4: not reported; 2026Q1: 10,829 shares 10,829 $484K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 4,145 shares; 2025Q1: 4,174 shares; 2025Q2: 4,795 shares; 2025Q3: 4,740 shares; 2025Q4: 4,923 shares; 2026Q1: 5,148 shares 5,148 $482K 0.01% +225 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,485 shares; 2024Q4: 15,334 shares; 2025Q1: 15,334 shares; 2025Q2: 20,251 shares; 2025Q3: 21,791 shares; 2025Q4: 19,398 shares; 2026Q1: 16,720 shares 16,720 $482K 0.01% -2,678 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: 3,254 shares; 2024Q4: 6,379 shares; 2025Q1: 6,629 shares; 2025Q2: 4,677 shares; 2025Q3: 4,777 shares; 2025Q4: 4,851 shares; 2026Q1: 7,123 shares 7,123 $481K 0.01% +2,272 Timeline COPX 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: 4,076 shares; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 6,118 shares; 2025Q3: 881 shares; 2025Q4: not reported; 2026Q1: 6,301 shares 6,301 $481K 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: 3,917 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 1,639 shares; 2025Q3: 3,630 shares; 2025Q4: 4,814 shares; 2026Q1: 6,002 shares 6,002 $481K 0.01% +1,188 Timeline FID 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: 19,669 shares; 2024Q4: 19,538 shares; 2025Q1: 19,538 shares; 2025Q2: 21,241 shares; 2025Q3: 20,914 shares; 2025Q4: 21,527 shares; 2026Q1: 22,854 shares 22,854 $479K 0.01% +1,327 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 9,143 shares; 2025Q1: 9,149 shares; 2025Q2: 6,054 shares; 2025Q3: 6,614 shares; 2025Q4: 7,032 shares; 2026Q1: 6,452 shares 6,452 $477K 0.01% -580 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 6,035 shares; 2025Q1: 6,205 shares; 2025Q2: 6,259 shares; 2025Q3: 6,622 shares; 2025Q4: 9,158 shares; 2026Q1: 7,282 shares 7,282 $474K 0.01% -1,876 Timeline BSEP 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: 10,004 shares; 2024Q4: 9,779 shares; 2025Q1: 9,779 shares; 2025Q2: 9,779 shares; 2025Q3: 9,829 shares; 2025Q4: 9,829 shares; 2026Q1: 9,829 shares 9,829 $473K 0.01% 0 Timeline