WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 210 shares; 2025Q4: 216 shares; 2026Q1: 215 shares 215 $472K 0.01% -1 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 3,146 shares; 2025Q1: 3,192 shares; 2025Q2: 4,378 shares; 2025Q3: 4,512 shares; 2025Q4: 4,556 shares; 2026Q1: 3,889 shares 3,889 $471K 0.01% -667 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,998 shares; 2024Q4: 21,998 shares; 2025Q1: 21,998 shares; 2025Q2: 21,998 shares; 2025Q3: 21,997 shares; 2025Q4: 21,997 shares; 2026Q1: 21,997 shares 21,997 $470K 0.01% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 5,244 shares; 2025Q1: 5,244 shares; 2025Q2: 6,839 shares; 2025Q3: 6,577 shares; 2025Q4: 7,124 shares; 2026Q1: 7,552 shares 7,552 $466K 0.01% +428 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,467 shares; 2024Q4: 18,613 shares; 2025Q1: 18,613 shares; 2025Q2: 14,906 shares; 2025Q3: 17,677 shares; 2025Q4: 17,941 shares; 2026Q1: 24,153 shares 24,153 $464K 0.01% +6,212 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,630 shares; 2025Q3: 5,823 shares; 2025Q4: 5,685 shares; 2026Q1: 5,657 shares 5,657 $463K 0.01% -28 Timeline JPME 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: 860 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,490 shares; 2025Q3: 1,533 shares; 2025Q4: 3,096 shares; 2026Q1: 4,028 shares 4,028 $461K 0.01% +932 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,320 shares; 2024Q4: 17,191 shares; 2025Q1: 17,367 shares; 2025Q2: 18,179 shares; 2025Q3: 13,920 shares; 2025Q4: 11,352 shares; 2026Q1: 12,061 shares 12,061 $461K 0.01% +709 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 3,039 shares; 2025Q3: 3,154 shares; 2025Q4: 3,177 shares; 2026Q1: 3,217 shares 3,217 $460K 0.01% +40 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 212 shares; 2025Q3: 244 shares; 2025Q4: 251 shares; 2026Q1: 244 shares 244 $460K 0.01% -7 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 2,507 shares; 2025Q3: 2,757 shares; 2025Q4: 3,064 shares; 2026Q1: 3,154 shares 3,154 $457K 0.01% +90 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,520 shares; 2025Q3: 2,467 shares; 2025Q4: 2,418 shares; 2026Q1: 2,409 shares 2,409 $457K 0.01% -9 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 13,413 shares; 2025Q1: 13,413 shares; 2025Q2: 18,914 shares; 2025Q3: 18,980 shares; 2025Q4: 20,938 shares; 2026Q1: 20,446 shares 20,446 $456K 0.01% -492 Timeline EWC 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: 105 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 244 shares; 2025Q3: 198 shares; 2025Q4: not reported; 2026Q1: 8,289 shares 8,289 $454K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 2,225 shares; 2025Q3: 2,115 shares; 2025Q4: not reported; 2026Q1: 7,131 shares 7,131 $454K 0.01% new Timeline JBND 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: 1,388 shares; 2025Q3: 7,060 shares; 2025Q4: 6,936 shares; 2026Q1: 8,435 shares 8,435 $454K 0.01% +1,499 Timeline TLTW 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 16,789 shares; 2026Q1: 20,038 shares 20,038 $453K 0.01% +3,249 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,264 shares; 2024Q4: 9,626 shares; 2025Q1: 9,626 shares; 2025Q2: 17,635 shares; 2025Q3: 16,961 shares; 2025Q4: 16,269 shares; 2026Q1: 16,271 shares 16,271 $452K 0.01% +2 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 9,110 shares; 2025Q3: 9,110 shares; 2025Q4: 8,535 shares; 2026Q1: 8,911 shares 8,911 $452K 0.01% +376 Timeline REMG 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: 10,011 shares; 2025Q3: 33,751 shares; 2025Q4: 23,798 shares; 2026Q1: 14,677 shares 14,677 $452K 0.01% -9,121 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 1,905 shares; 2025Q3: 655 shares; 2025Q4: 686 shares; 2026Q1: 762 shares 762 $452K 0.01% +76 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,408 shares; 2025Q2: 2,374 shares; 2025Q3: 2,374 shares; 2025Q4: 9,433 shares; 2026Q1: 9,054 shares 9,054 $451K 0.01% -379 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 3,029 shares; 2025Q3: 2,966 shares; 2025Q4: 2,427 shares; 2026Q1: 2,316 shares 2,316 $451K 0.01% -111 Timeline FFEB 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: 5,928 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 6,129 shares; 2025Q3: 6,129 shares; 2025Q4: 6,129 shares; 2026Q1: 8,056 shares 8,056 $450K 0.01% +1,927 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 951 shares; 2025Q3: 1,624 shares; 2025Q4: not reported; 2026Q1: 6,506 shares 6,506 $450K 0.01% new Timeline BSTP 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: 23,193 shares; 2024Q4: 20,577 shares; 2025Q1: 20,577 shares; 2025Q2: 17,917 shares; 2025Q3: 17,766 shares; 2025Q4: 18,893 shares; 2026Q1: 12,472 shares 12,472 $449K 0.01% -6,421 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 254 shares; 2025Q3: 230 shares; 2025Q4: not reported; 2026Q1: 1,346 shares 1,346 $449K 0.01% new Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 2,589 shares; 2025Q3: 2,869 shares; 2025Q4: 3,320 shares; 2026Q1: 5,229 shares 5,229 $448K 0.01% +1,909 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,418 shares; 2025Q1: 4,418 shares; 2025Q2: 7,353 shares; 2025Q3: 7,678 shares; 2025Q4: 7,987 shares; 2026Q1: 11,605 shares 11,605 $448K 0.01% +3,618 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 4,673 shares; 2025Q3: 4,870 shares; 2025Q4: 6,444 shares; 2026Q1: 8,697 shares 8,697 $446K 0.01% +2,253 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 23 shares; 2025Q3: 52 shares; 2025Q4: not reported; 2026Q1: 2,592 shares 2,592 $446K 0.01% new Timeline VLUE 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: 2,468 shares; 2024Q4: 2,722 shares; 2025Q1: 2,733 shares; 2025Q2: 2,647 shares; 2025Q3: 3,117 shares; 2025Q4: 3,258 shares; 2026Q1: 3,133 shares 3,133 $445K 0.01% -125 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 90,924 shares; 2025Q1: 90,924 shares; 2025Q2: 111,756 shares; 2025Q3: 85,238 shares; 2025Q4: 55,637 shares; 2026Q1: 9,840 shares 9,840 $445K 0.01% -45,797 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 6,954 shares; 2025Q1: 6,954 shares; 2025Q2: 8,383 shares; 2025Q3: 7,973 shares; 2025Q4: 6,271 shares; 2026Q1: 6,700 shares 6,700 $444K 0.01% +429 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 2,148 shares; 2025Q3: 2,831 shares; 2025Q4: 3,252 shares; 2026Q1: 4,750 shares 4,750 $443K 0.01% +1,498 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 348 shares; 2025Q3: 376 shares; 2025Q4: 388 shares; 2026Q1: 690 shares 690 $442K 0.01% +302 Timeline IBDR 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: 15,898 shares; 2024Q4: 15,991 shares; 2025Q1: 15,991 shares; 2025Q2: 16,964 shares; 2025Q3: 17,003 shares; 2025Q4: 18,654 shares; 2026Q1: 18,154 shares 18,154 $440K 0.01% -500 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 8,034 shares; 2025Q1: 8,034 shares; 2025Q2: 8,759 shares; 2025Q3: 9,143 shares; 2025Q4: 9,675 shares; 2026Q1: 10,092 shares 10,092 $440K 0.01% +417 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 1,667 shares; 2025Q3: 1,703 shares; 2025Q4: 1,873 shares; 2026Q1: 2,049 shares 2,049 $439K 0.01% +176 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 834 shares; 2025Q1: 910 shares; 2025Q2: 1,201 shares; 2025Q3: 1,368 shares; 2025Q4: 1,616 shares; 2026Q1: 1,553 shares 1,553 $439K 0.01% -63 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 8,047 shares; 2025Q1: 8,047 shares; 2025Q2: 11,084 shares; 2025Q3: 4,327 shares; 2025Q4: 4,348 shares; 2026Q1: 4,515 shares 4,515 $437K 0.01% +167 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,338 shares; 2025Q1: 14,416 shares; 2025Q2: 13,638 shares; 2025Q3: 13,791 shares; 2025Q4: 7,043 shares; 2026Q1: 6,286 shares 6,286 $436K 0.01% -757 Timeline DFIV 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: 111 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 262 shares; 2025Q3: 8,648 shares; 2025Q4: 7,862 shares; 2026Q1: 8,251 shares 8,251 $435K 0.01% +389 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,762 shares; 2024Q4: 12,487 shares; 2025Q1: 12,487 shares; 2025Q2: 11,192 shares; 2025Q3: 11,030 shares; 2025Q4: 12,090 shares; 2026Q1: 12,257 shares 12,257 $435K 0.01% +167 Timeline BALT 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 4,457 shares; 2025Q3: 5,827 shares; 2025Q4: not reported; 2026Q1: 12,997 shares 12,997 $435K 0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 3,459 shares; 2025Q3: 4,477 shares; 2025Q4: 3,998 shares; 2026Q1: 4,633 shares 4,633 $434K 0.01% +635 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 10,706 shares; 2025Q3: 10,171 shares; 2025Q4: 10,653 shares; 2026Q1: 26,926 shares 26,926 $433K 0.01% +16,273 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,778 shares; 2024Q4: 11,642 shares; 2025Q1: 11,642 shares; 2025Q2: 15,888 shares; 2025Q3: 15,965 shares; 2025Q4: 17,465 shares; 2026Q1: 17,005 shares 17,005 $431K 0.01% -460 Timeline RFIX 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: 6,812 shares; 2025Q3: 7,830 shares; 2025Q4: 10,443 shares; 2026Q1: 10,629 shares 10,629 $430K 0.01% +186 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,857 shares; 2025Q1: 13,857 shares; 2025Q2: 13,857 shares; 2025Q3: 12,992 shares; 2025Q4: 11,128 shares; 2026Q1: 11,128 shares 11,128 $430K 0.01% 0 Timeline RNRG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,600 shares 11,600 $428K 0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 1,539 shares; 2025Q3: 2,209 shares; 2025Q4: 2,095 shares; 2026Q1: 2,119 shares 2,119 $427K 0.01% +24 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 8,888 shares; 2025Q3: 9,389 shares; 2025Q4: 9,244 shares; 2026Q1: 8,647 shares 8,647 $424K 0.01% -597 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: not reported; 2026Q1: 17,704 shares 17,704 $424K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 8,168 shares; 2025Q1: 8,168 shares; 2025Q2: 6,942 shares; 2025Q3: 7,082 shares; 2025Q4: 6,810 shares; 2026Q1: 5,980 shares 5,980 $423K 0.01% -830 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,908 shares 18,908 $420K 0.01% new Timeline BOCT 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: 6,896 shares; 2024Q4: 8,463 shares; 2025Q1: 8,463 shares; 2025Q2: 8,441 shares; 2025Q3: 8,441 shares; 2025Q4: 8,650 shares; 2026Q1: 8,750 shares 8,750 $420K 0.01% +100 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,302 shares; 2025Q1: 5,511 shares; 2025Q2: 5,863 shares; 2025Q3: 6,118 shares; 2025Q4: 6,064 shares; 2026Q1: 6,426 shares 6,426 $418K 0.01% +362 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,042 shares; 2025Q3: 1,633 shares; 2025Q4: 3,881 shares; 2026Q1: 4,642 shares 4,642 $418K 0.01% +761 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 3,911 shares; 2025Q3: 4,058 shares; 2025Q4: 4,258 shares; 2026Q1: 4,517 shares 4,517 $417K 0.01% +259 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 2,230 shares; 2025Q3: 2,374 shares; 2025Q4: 2,498 shares; 2026Q1: 1,964 shares 1,964 $417K 0.01% -534 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 11,162 shares; 2025Q1: 11,162 shares; 2025Q2: 16,168 shares; 2025Q3: 16,174 shares; 2025Q4: 15,301 shares; 2026Q1: 15,827 shares 15,827 $417K 0.01% +526 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,663 shares; 2025Q1: 6,816 shares; 2025Q2: 11,958 shares; 2025Q3: 12,396 shares; 2025Q4: 12,362 shares; 2026Q1: 11,216 shares 11,216 $415K 0.01% -1,146 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,368 shares; 2024Q4: 9,472 shares; 2025Q1: 9,472 shares; 2025Q2: 26,823 shares; 2025Q3: 7,548 shares; 2025Q4: 7,490 shares; 2026Q1: 10,944 shares 10,944 $414K 0.01% +3,454 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,392 shares; 2025Q1: 3,392 shares; 2025Q2: 4,561 shares; 2025Q3: 4,356 shares; 2025Q4: 4,770 shares; 2026Q1: 1,972 shares 1,972 $410K 0.01% -2,798 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,657 shares; 2025Q3: 2,095 shares; 2025Q4: 2,735 shares; 2026Q1: 3,272 shares 3,272 $408K 0.01% +537 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 1,029 shares; 2025Q3: 4,751 shares; 2025Q4: 5,788 shares; 2026Q1: 5,738 shares 5,738 $408K 0.01% -50 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 3,960 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares; 2026Q1: 4,635 shares 4,635 $407K 0.01% +520 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,555 shares 4,555 $405K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 1,221 shares; 2025Q3: 1,450 shares; 2025Q4: 1,761 shares; 2026Q1: 2,251 shares 2,251 $405K 0.01% +490 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 9,142 shares; 2025Q1: 9,142 shares; 2025Q2: 11,063 shares; 2025Q3: 13,699 shares; 2025Q4: not reported; 2026Q1: 14,634 shares 14,634 $404K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 7,235 shares; 2025Q1: 7,235 shares; 2025Q2: 1,306 shares; 2025Q3: 1,243 shares; 2025Q4: 1,261 shares; 2026Q1: 1,282 shares 1,282 $402K 0.01% +21 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 4,672 shares; 2025Q3: 5,959 shares; 2025Q4: 6,715 shares; 2026Q1: 3,885 shares 3,885 $402K 0.01% -2,830 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 4,524 shares; 2025Q3: 5,310 shares; 2025Q4: 5,263 shares; 2026Q1: 3,674 shares 3,674 $401K 0.01% -1,589 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,706 shares; 2024Q4: 16,805 shares; 2025Q1: 16,805 shares; 2025Q2: 16,588 shares; 2025Q3: 16,082 shares; 2025Q4: 16,548 shares; 2026Q1: 18,566 shares 18,566 $400K 0.01% +2,018 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 3,001 shares; 2025Q3: 3,254 shares; 2025Q4: 3,178 shares; 2026Q1: 4,120 shares 4,120 $399K 0.01% +942 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 6,530 shares; 2025Q1: 6,819 shares; 2025Q2: 6,395 shares; 2025Q3: 6,344 shares; 2025Q4: 6,336 shares; 2026Q1: 5,182 shares 5,182 $398K 0.01% -1,154 Timeline MGC 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: 655 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,444 shares; 2025Q3: 1,341 shares; 2025Q4: 1,506 shares; 2026Q1: 1,685 shares 1,685 $398K 0.01% +179 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,290 shares; 2024Q4: 7,905 shares; 2025Q1: 7,905 shares; 2025Q2: 11,341 shares; 2025Q3: 17,852 shares; 2025Q4: 24,237 shares; 2026Q1: 17,306 shares 17,306 $398K 0.01% -6,931 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 5,652 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares; 2026Q1: 6,096 shares 6,096 $396K 0.01% +761 Timeline ESGU 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: 6,424 shares; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 2,930 shares; 2025Q3: 3,100 shares; 2025Q4: 3,045 shares; 2026Q1: 2,788 shares 2,788 $394K 0.01% -257 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,734 shares; 2025Q4: 5,496 shares; 2026Q1: 8,447 shares 8,447 $392K 0.01% +2,951 Timeline ARTY 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: 4,589 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 4,042 shares; 2025Q3: 5,149 shares; 2025Q4: 6,888 shares; 2026Q1: 8,417 shares 8,417 $392K 0.01% +1,529 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 888 shares; 2025Q3: 1,062 shares; 2025Q4: 1,152 shares; 2026Q1: 1,213 shares 1,213 $391K 0.01% +61 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,472 shares; 2025Q3: 2,006 shares; 2025Q4: 1,202 shares; 2026Q1: 1,005 shares 1,005 $390K 0.01% -197 Timeline EPP 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: 17 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 7,337 shares 7,337 $390K 0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,698 shares; 2026Q1: 1,776 shares 1,776 $388K 0.01% +78 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 12,133 shares; 2025Q1: 12,133 shares; 2025Q2: 11,265 shares; 2025Q3: 8,997 shares; 2025Q4: 10,180 shares; 2026Q1: 11,403 shares 11,403 $388K 0.01% +1,223 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 5,983 shares; 2025Q1: 5,983 shares; 2025Q2: 4,531 shares; 2025Q3: 4,730 shares; 2025Q4: 4,831 shares; 2026Q1: 5,436 shares 5,436 $387K 0.01% +605 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,023 shares; 2025Q3: 5,679 shares; 2025Q4: 15,337 shares; 2026Q1: 8,329 shares 8,329 $386K 0.01% -7,008 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 60 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 4,266 shares 4,266 $386K 0.01% new Timeline BKMC 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: 3,490 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,455 shares; 2025Q3: 3,440 shares; 2025Q4: 3,506 shares; 2026Q1: 3,498 shares 3,498 $386K 0.01% -8 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 945 shares; 2025Q3: 1,019 shares; 2025Q4: 1,015 shares; 2026Q1: 780 shares 780 $385K 0.01% -235 Timeline RFV 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: 1,215 shares; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 2,606 shares; 2025Q3: 2,827 shares; 2025Q4: 2,873 shares; 2026Q1: 2,960 shares 2,960 $385K 0.01% +87 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: not reported; 2026Q1: 6,760 shares 6,760 $383K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 414 shares; 2025Q3: 411 shares; 2025Q4: 426 shares; 2026Q1: 359 shares 359 $383K 0.01% -67 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,026 shares; 2025Q3: 2,488 shares; 2025Q4: 2,085 shares; 2026Q1: 2,549 shares 2,549 $383K 0.01% +464 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 5,212 shares; 2025Q1: 5,212 shares; 2025Q2: 5,734 shares; 2025Q3: 5,809 shares; 2025Q4: 5,791 shares; 2026Q1: 4,403 shares 4,403 $383K 0.01% -1,388 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 12,858 shares; 2025Q1: 12,858 shares; 2025Q2: 19,540 shares; 2025Q3: 22,619 shares; 2025Q4: 22,898 shares; 2026Q1: 26,267 shares 26,267 $382K 0.01% +3,369 Timeline IBHF 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: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 5,822 shares; 2025Q3: 11,457 shares; 2025Q4: 17,547 shares; 2026Q1: 16,663 shares 16,663 $382K 0.01% -884 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,188 shares; 2025Q3: 3,491 shares; 2025Q4: 4,634 shares; 2026Q1: 5,926 shares 5,926 $381K 0.01% +1,292 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 8,180 shares; 2025Q1: 8,180 shares; 2025Q2: 9,544 shares; 2025Q3: 9,791 shares; 2025Q4: 5,734 shares; 2026Q1: 4,299 shares 4,299 $380K 0.01% -1,435 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,102 shares; 2025Q1: 4,102 shares; 2025Q2: 4,586 shares; 2025Q3: 4,608 shares; 2025Q4: 4,726 shares; 2026Q1: 4,462 shares 4,462 $379K 0.01% -264 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 6,518 shares; 2025Q1: 6,518 shares; 2025Q2: 8,244 shares; 2025Q3: 8,474 shares; 2025Q4: 8,447 shares; 2026Q1: 7,183 shares 7,183 $379K 0.01% -1,264 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: not reported; 2026Q1: 5,700 shares 5,700 $378K 0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 4,669 shares; 2025Q3: 3,998 shares; 2025Q4: 3,402 shares; 2026Q1: 3,834 shares 3,834 $377K 0.01% +432 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,465 shares; 2025Q3: 1,438 shares; 2025Q4: 1,490 shares; 2026Q1: 1,834 shares 1,834 $374K 0.01% +344 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,756 shares; 2025Q1: 7,756 shares; 2025Q2: 7,528 shares; 2025Q3: 6,349 shares; 2025Q4: 7,145 shares; 2026Q1: 5,863 shares 5,863 $370K 0.01% -1,282 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,580 shares; 2024Q4: 49,379 shares; 2025Q1: 49,379 shares; 2025Q2: 49,325 shares; 2025Q3: 52,165 shares; 2025Q4: 75,684 shares; 2026Q1: 13,446 shares 13,446 $369K 0.01% -62,238 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,817 shares 4,817 $369K 0.01% new Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,448 shares; 2025Q1: 4,448 shares; 2025Q2: 13,317 shares; 2025Q3: 14,042 shares; 2025Q4: 14,016 shares; 2026Q1: 13,643 shares 13,643 $368K 0.01% -373 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,465 shares; 2025Q3: 1,549 shares; 2025Q4: 1,503 shares; 2026Q1: 1,441 shares 1,441 $367K 0.01% -62 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 2,719 shares; 2025Q3: 2,906 shares; 2025Q4: 2,865 shares; 2026Q1: 2,872 shares 2,872 $367K 0.01% +7 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,713 shares; 2025Q3: 1,681 shares; 2025Q4: not reported; 2026Q1: 3,376 shares 3,376 $367K 0.01% new Timeline FMAR 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: 7,868 shares; 2024Q4: 7,868 shares; 2025Q1: 7,868 shares; 2025Q2: 7,468 shares; 2025Q3: 7,468 shares; 2025Q4: 7,468 shares; 2026Q1: 7,543 shares 7,543 $366K 0.01% +75 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 1,221 shares; 2025Q3: 1,385 shares; 2025Q4: 2,446 shares; 2026Q1: 3,079 shares 3,079 $366K 0.01% +633 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 2,690 shares; 2026Q1: 2,902 shares 2,902 $365K 0.01% +212 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 12,386 shares; 2025Q3: 13,358 shares; 2025Q4: 13,445 shares; 2026Q1: 13,263 shares 13,263 $365K 0.01% -182 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,109 shares; 2024Q4: 14,294 shares; 2025Q1: 14,294 shares; 2025Q2: 29,890 shares; 2025Q3: 14,894 shares; 2025Q4: 30,060 shares; 2026Q1: 28,464 shares 28,464 $364K 0.01% -1,596 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 4,315 shares; 2025Q3: 5,745 shares; 2025Q4: 8,198 shares; 2026Q1: 7,722 shares 7,722 $364K 0.01% -476 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 6,318 shares; 2025Q3: 7,157 shares; 2025Q4: 12,779 shares; 2026Q1: 14,882 shares 14,882 $363K 0.01% +2,103 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 2,488 shares; 2025Q3: 4,133 shares; 2025Q4: 4,349 shares; 2026Q1: 5,195 shares 5,195 $363K 0.01% +846 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: not reported; 2026Q1: 666 shares 666 $362K 0.01% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 2,777 shares; 2025Q3: 2,799 shares; 2025Q4: 2,702 shares; 2026Q1: 4,018 shares 4,018 $361K 0.01% +1,316 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 5,353 shares; 2025Q3: 6,689 shares; 2025Q4: 8,319 shares; 2026Q1: 9,824 shares 9,824 $360K 0.01% +1,505 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 6,556 shares; 2025Q3: 7,240 shares; 2025Q4: 7,211 shares; 2026Q1: 7,203 shares 7,203 $358K 0.01% -8 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 20,069 shares; 2025Q3: 22,507 shares; 2025Q4: 15,739 shares; 2026Q1: 16,783 shares 16,783 $358K 0.01% +1,044 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 822 shares; 2025Q3: 2,265 shares; 2025Q4: not reported; 2026Q1: 7,741 shares 7,741 $358K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 2,644 shares; 2025Q3: 2,823 shares; 2025Q4: 3,053 shares; 2026Q1: 4,394 shares 4,394 $353K 0.01% +1,341 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 3,839 shares; 2025Q3: 3,689 shares; 2025Q4: 3,765 shares; 2026Q1: 3,975 shares 3,975 $352K 0.01% +210 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 7,085 shares; 2025Q3: 7,948 shares; 2025Q4: 8,636 shares; 2026Q1: 10,368 shares 10,368 $351K 0.01% +1,732 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 2,094 shares; 2025Q3: 2,211 shares; 2025Q4: 2,225 shares; 2026Q1: 3,265 shares 3,265 $349K 0.01% +1,040 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,093 shares; 2026Q1: 18,214 shares 18,214 $345K 0.01% +7,121 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,303 shares; 2024Q4: 78,047 shares; 2025Q1: 78,047 shares; 2025Q2: 187,417 shares; 2025Q3: 216,947 shares; 2025Q4: 151,520 shares; 2026Q1: 61,969 shares 61,969 $344K 0.01% -89,551 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 12,162 shares; 2025Q1: 12,162 shares; 2025Q2: 16,666 shares; 2025Q3: 14,167 shares; 2025Q4: 14,213 shares; 2026Q1: 14,399 shares 14,399 $343K 0.01% +186 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares; 2025Q2: 6,702 shares; 2025Q3: 6,972 shares; 2025Q4: 6,957 shares; 2026Q1: 7,072 shares 7,072 $343K 0.01% +115 Timeline PSCM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,450 shares 3,450 $342K 0.01% new Timeline SPYV 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: 614,932 shares; 2024Q4: 17,215 shares; 2025Q1: 17,215 shares; 2025Q2: 13,718 shares; 2025Q3: 15,348 shares; 2025Q4: 16,829 shares; 2026Q1: 6,033 shares 6,033 $341K 0.01% -10,796 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 2,179 shares; 2025Q3: 140 shares; 2025Q4: 969 shares; 2026Q1: 1,394 shares 1,394 $341K 0.01% +425 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 7,633 shares; 2025Q1: 7,633 shares; 2025Q2: 9,932 shares; 2025Q3: 9,544 shares; 2025Q4: 10,452 shares; 2026Q1: 10,842 shares 10,842 $340K <0.01% +390 Timeline DNL 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: 2,988 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 5,925 shares; 2025Q3: 5,920 shares; 2025Q4: 6,248 shares; 2026Q1: 8,431 shares 8,431 $340K <0.01% +2,183 Timeline BBJP 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: 137,748 shares; 2024Q4: 5,121 shares; 2025Q1: 5,121 shares; 2025Q2: 5,442 shares; 2025Q3: 5,286 shares; 2025Q4: 4,929 shares; 2026Q1: 4,933 shares 4,933 $340K <0.01% +4 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 1,540 shares; 2025Q3: 1,690 shares; 2025Q4: 1,668 shares; 2026Q1: 1,765 shares 1,765 $338K <0.01% +97 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 1,666 shares; 2025Q3: 1,692 shares; 2025Q4: 1,812 shares; 2026Q1: 1,744 shares 1,744 $338K <0.01% -68 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 4,193 shares; 2025Q3: 4,325 shares; 2025Q4: 4,767 shares; 2026Q1: 3,361 shares 3,361 $337K <0.01% -1,406 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,193 shares; 2024Q4: 5,203 shares; 2025Q1: 5,450 shares; 2025Q2: 1,419 shares; 2025Q3: 1,540 shares; 2025Q4: 2,770 shares; 2026Q1: 3,248 shares 3,248 $337K <0.01% +478 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,284 shares; 2024Q4: 11,619 shares; 2025Q1: 11,619 shares; 2025Q2: 14,071 shares; 2025Q3: 15,042 shares; 2025Q4: 16,244 shares; 2026Q1: 17,540 shares 17,540 $336K <0.01% +1,296 Timeline LDSF 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: 30,747 shares; 2024Q4: 31,205 shares; 2025Q1: 31,205 shares; 2025Q2: 26,538 shares; 2025Q3: 22,558 shares; 2025Q4: 20,560 shares; 2026Q1: 17,700 shares 17,700 $335K <0.01% -2,860 Timeline ICLN 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: 21,297 shares; 2024Q4: 5,147 shares; 2025Q1: 5,147 shares; 2025Q2: 4,373 shares; 2025Q3: 4,673 shares; 2025Q4: 21,608 shares; 2026Q1: 18,277 shares 18,277 $334K <0.01% -3,331 Timeline BKSE 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: 2,926 shares; 2024Q4: 2,928 shares; 2025Q1: 2,928 shares; 2025Q2: 2,919 shares; 2025Q3: 2,904 shares; 2025Q4: 2,939 shares; 2026Q1: 2,934 shares 2,934 $334K <0.01% -5 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 580 shares; 2025Q1: 610 shares; 2025Q2: 670 shares; 2025Q3: 456 shares; 2025Q4: not reported; 2026Q1: 2,007 shares 2,007 $333K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,764 shares; 2025Q1: 7,764 shares; 2025Q2: 4,960 shares; 2025Q3: 5,088 shares; 2025Q4: 4,246 shares; 2026Q1: 4,235 shares 4,235 $333K <0.01% -11 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 206 shares; 2025Q3: 217 shares; 2025Q4: not reported; 2026Q1: 1,094 shares 1,094 $333K <0.01% new Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 528 shares; 2025Q3: 530 shares; 2025Q4: not reported; 2026Q1: 611 shares 611 $333K <0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,322 shares; 2025Q1: 5,431 shares; 2025Q2: 5,954 shares; 2025Q3: 6,678 shares; 2025Q4: 7,055 shares; 2026Q1: 6,594 shares 6,594 $333K <0.01% -461 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,003 shares; 2024Q4: 59,034 shares; 2025Q1: 59,034 shares; 2025Q2: 57,600 shares; 2025Q3: 56,933 shares; 2025Q4: 56,965 shares; 2026Q1: 56,998 shares 56,998 $332K <0.01% +33 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,526 shares; 2025Q3: 1,140 shares; 2025Q4: not reported; 2026Q1: 17,307 shares 17,307 $332K <0.01% new Timeline IBDS 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: 12,031 shares; 2024Q4: 12,061 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 12,061 shares; 2025Q4: 12,283 shares; 2026Q1: 13,663 shares 13,663 $331K <0.01% +1,380 Timeline XPH 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: 613 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 281 shares; 2025Q3: 5,210 shares; 2025Q4: 6,151 shares; 2026Q1: 6,121 shares 6,121 $331K <0.01% -30 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 7,148 shares; 2025Q1: 7,148 shares; 2025Q2: 5,168 shares; 2025Q3: 4,714 shares; 2025Q4: 4,776 shares; 2026Q1: 5,161 shares 5,161 $331K <0.01% +385 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 6,874 shares; 2026Q1: 6,603 shares 6,603 $330K <0.01% -271 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,702 shares; 2025Q3: 3,296 shares; 2025Q4: 3,429 shares; 2026Q1: 1,991 shares 1,991 $328K <0.01% -1,438 Timeline PSP 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: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 347 shares; 2025Q3: 336 shares; 2025Q4: not reported; 2026Q1: 5,796 shares 5,796 $328K <0.01% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 3,253 shares; 2025Q1: 3,303 shares; 2025Q2: 9,928 shares; 2025Q3: 9,889 shares; 2025Q4: 9,636 shares; 2026Q1: 9,809 shares 9,809 $326K <0.01% +173 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 520 shares; 2025Q3: 170 shares; 2025Q4: not reported; 2026Q1: 26,997 shares 26,997 $325K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,954 shares; 2024Q4: 17,148 shares; 2025Q1: 17,148 shares; 2025Q2: 18,203 shares; 2025Q3: 22,080 shares; 2025Q4: 21,293 shares; 2026Q1: 21,824 shares 21,824 $325K <0.01% +531 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 2,057 shares; 2025Q3: 1,987 shares; 2025Q4: 2,046 shares; 2026Q1: 2,632 shares 2,632 $324K <0.01% +586 Timeline PAPR 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: 61,693 shares; 2024Q4: 62,081 shares; 2025Q1: 62,081 shares; 2025Q2: 63,235 shares; 2025Q3: 62,934 shares; 2025Q4: 62,934 shares; 2026Q1: 8,117 shares 8,117 $323K <0.01% -54,817 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 1,735 shares; 2025Q3: 1,680 shares; 2025Q4: 1,506 shares; 2026Q1: 2,227 shares 2,227 $322K <0.01% +721 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 8,141 shares; 2025Q1: 8,141 shares; 2025Q2: 9,127 shares; 2025Q3: 9,057 shares; 2025Q4: 8,964 shares; 2026Q1: 8,006 shares 8,006 $321K <0.01% -958 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,829 shares; 2025Q3: 1,856 shares; 2025Q4: not reported; 2026Q1: 2,258 shares 2,258 $321K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 10,994 shares; 2025Q3: 13,337 shares; 2025Q4: 11,128 shares; 2026Q1: 12,191 shares 12,191 $318K <0.01% +1,063 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 28,391 shares; 2025Q1: 28,391 shares; 2025Q2: 30,000 shares; 2025Q3: 34,284 shares; 2025Q4: 28,849 shares; 2026Q1: 52,907 shares 52,907 $317K <0.01% +24,058 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 5,263 shares; 2025Q1: 5,263 shares; 2025Q2: 6,401 shares; 2025Q3: 8,851 shares; 2025Q4: 8,668 shares; 2026Q1: 8,717 shares 8,717 $317K <0.01% +49 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 3,564 shares; 2025Q3: 3,494 shares; 2025Q4: 3,465 shares; 2026Q1: 3,465 shares 3,465 $315K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 6,107 shares; 2025Q3: 7,314 shares; 2025Q4: 8,109 shares; 2026Q1: 2,026 shares 2,026 $315K <0.01% -6,083 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 4,390 shares; 2025Q1: 4,390 shares; 2025Q2: 2,523 shares; 2025Q3: 2,422 shares; 2025Q4: not reported; 2026Q1: 15,226 shares 15,226 $314K <0.01% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,516 shares; 2026Q1: 5,047 shares 5,047 $314K <0.01% +1,531 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 5,471 shares; 2025Q3: 5,354 shares; 2025Q4: 4,747 shares; 2026Q1: 4,735 shares 4,735 $313K <0.01% -12 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 9,192 shares; 2025Q1: 9,442 shares; 2025Q2: 5,096 shares; 2025Q3: 5,392 shares; 2025Q4: 5,228 shares; 2026Q1: 5,072 shares 5,072 $313K <0.01% -156 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 1,595 shares; 2025Q3: 1,839 shares; 2025Q4: 3,372 shares; 2026Q1: 2,181 shares 2,181 $312K <0.01% -1,191 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 854 shares; 2025Q3: 8,725 shares; 2025Q4: not reported; 2026Q1: 3,790 shares 3,790 $311K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 3,536 shares; 2025Q3: 3,918 shares; 2025Q4: 3,894 shares; 2026Q1: 3,740 shares 3,740 $310K <0.01% -154 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,634 shares; 2025Q3: 2,747 shares; 2025Q4: not reported; 2026Q1: 5,896 shares 5,896 $308K <0.01% new Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 11,426 shares; 2025Q1: 11,426 shares; 2025Q2: 13,170 shares; 2025Q3: 14,431 shares; 2025Q4: 15,287 shares; 2026Q1: 13,588 shares 13,588 $307K <0.01% -1,699 Timeline FSMD 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: 959 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 6,124 shares; 2025Q3: 6,656 shares; 2025Q4: 6,924 shares; 2026Q1: 6,862 shares 6,862 $307K <0.01% -62 Timeline EELV 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: 2,825 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 4,214 shares; 2025Q3: 4,715 shares; 2025Q4: 9,612 shares; 2026Q1: 10,925 shares 10,925 $307K <0.01% +1,313 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 1,850 shares; 2025Q3: 1,635 shares; 2025Q4: 1,967 shares; 2026Q1: 1,811 shares 1,811 $306K <0.01% -156 Timeline DFAI 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: 45,551 shares; 2024Q4: 35,783 shares; 2025Q1: 35,783 shares; 2025Q2: 9,301 shares; 2025Q3: 8,269 shares; 2025Q4: 7,750 shares; 2026Q1: 7,846 shares 7,846 $306K <0.01% +96 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares 2,905 $305K <0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 9,717 shares; 2025Q1: 9,717 shares; 2025Q2: 8,832 shares; 2025Q3: 9,022 shares; 2025Q4: not reported; 2026Q1: 12,549 shares 12,549 $305K <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,585 shares; 2024Q4: 22,594 shares; 2025Q1: 22,594 shares; 2025Q2: 16,854 shares; 2025Q3: 14,945 shares; 2025Q4: 16,150 shares; 2026Q1: 17,294 shares 17,294 $304K <0.01% +1,144 Timeline RWJ 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: 21,588 shares; 2024Q4: 20,905 shares; 2025Q1: 20,905 shares; 2025Q2: 5,297 shares; 2025Q3: 5,359 shares; 2025Q4: 5,177 shares; 2026Q1: 6,010 shares 6,010 $303K <0.01% +833 Timeline BDEC 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: 4,614 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 6,559 shares; 2025Q3: 6,559 shares; 2025Q4: 6,525 shares; 2026Q1: 6,316 shares 6,316 $303K <0.01% -209 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 11,812 shares; 2025Q1: 11,812 shares; 2025Q2: 6,978 shares; 2025Q3: 7,319 shares; 2025Q4: 8,436 shares; 2026Q1: 12,507 shares 12,507 $302K <0.01% +4,071 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 2,365 shares; 2025Q3: 2,429 shares; 2025Q4: 2,882 shares; 2026Q1: 3,574 shares 3,574 $302K <0.01% +692 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 2,406 shares; 2025Q3: 3,417 shares; 2025Q4: 3,494 shares; 2026Q1: 3,838 shares 3,838 $302K <0.01% +344 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 3,068 shares; 2025Q3: 4,780 shares; 2025Q4: 8,151 shares; 2026Q1: 7,017 shares 7,017 $301K <0.01% -1,134 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 18,896 shares; 2025Q1: 18,896 shares; 2025Q2: 13,145 shares; 2025Q3: 15,383 shares; 2025Q4: 12,318 shares; 2026Q1: 11,542 shares 11,542 $301K <0.01% -776 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 868 shares 868 $300K <0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 1,507 shares; 2025Q3: 1,954 shares; 2025Q4: 1,900 shares; 2026Q1: 1,888 shares 1,888 $299K <0.01% -12 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 8,988 shares; 2025Q1: 9,086 shares; 2025Q2: 8,161 shares; 2025Q3: 7,793 shares; 2025Q4: not reported; 2026Q1: 8,809 shares 8,809 $298K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 8,587 shares; 2025Q1: 8,587 shares; 2025Q2: 14,042 shares; 2025Q3: 15,723 shares; 2025Q4: 17,028 shares; 2026Q1: 18,709 shares 18,709 $297K <0.01% +1,681 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,658 shares; 2024Q4: 8,343 shares; 2025Q1: 8,374 shares; 2025Q2: 3,935 shares; 2025Q3: 3,612 shares; 2025Q4: 3,754 shares; 2026Q1: 3,643 shares 3,643 $296K <0.01% -111 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,929 shares; 2025Q3: 15,787 shares; 2025Q4: 16,405 shares; 2026Q1: 6,161 shares 6,161 $296K <0.01% -10,244 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 5,082 shares; 2025Q1: 5,082 shares; 2025Q2: 6,945 shares; 2025Q3: 2,403 shares; 2025Q4: not reported; 2026Q1: 11,555 shares 11,555 $294K <0.01% new Timeline SILJ 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 14,213 shares; 2025Q3: 10,892 shares; 2025Q4: 10,892 shares; 2026Q1: 9,904 shares 9,904 $294K <0.01% -988 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,592 shares; 2025Q1: 2,592 shares; 2025Q2: 2,202 shares; 2025Q3: 3,049 shares; 2025Q4: 3,006 shares; 2026Q1: 3,149 shares 3,149 $294K <0.01% +143 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 3,568 shares; 2025Q3: 4,282 shares; 2025Q4: 4,595 shares; 2026Q1: 3,460 shares 3,460 $294K <0.01% -1,135 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,210 shares; 2025Q1: 6,210 shares; 2025Q2: 6,415 shares; 2025Q3: 6,898 shares; 2025Q4: 7,264 shares; 2026Q1: 7,373 shares 7,373 $294K <0.01% +109 Timeline IBDU 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: 11,317 shares; 2024Q4: 11,319 shares; 2025Q1: 11,319 shares; 2025Q2: 11,797 shares; 2025Q3: 12,147 shares; 2025Q4: 12,621 shares; 2026Q1: 12,621 shares 12,621 $294K <0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,935 shares; 2024Q4: 43,811 shares; 2025Q1: 43,811 shares; 2025Q2: 11,285 shares; 2025Q3: 11,300 shares; 2025Q4: 6,611 shares; 2026Q1: 3,058 shares 3,058 $293K <0.01% -3,553 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: not reported; 2025Q4: 10,561 shares; 2026Q1: 10,561 shares 10,561 $293K <0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 541 shares; 2025Q3: 472 shares; 2025Q4: 1,009 shares; 2026Q1: 1,072 shares 1,072 $293K <0.01% +63 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,194 shares; 2025Q1: 3,194 shares; 2025Q2: 2,906 shares; 2025Q3: 2,899 shares; 2025Q4: 4,003 shares; 2026Q1: 5,504 shares 5,504 $293K <0.01% +1,501 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,403 shares; 2025Q3: 1,600 shares; 2025Q4: 1,570 shares; 2026Q1: 2,035 shares 2,035 $291K <0.01% +465 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 954 shares; 2025Q3: 953 shares; 2025Q4: not reported; 2026Q1: 1,488 shares 1,488 $291K <0.01% new Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,356 shares; 2025Q3: 7,981 shares; 2025Q4: 12,087 shares; 2026Q1: 12,905 shares 12,905 $289K <0.01% +818 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,492 shares; 2025Q3: 1,490 shares; 2025Q4: 1,781 shares; 2026Q1: 1,826 shares 1,826 $289K <0.01% +45 Timeline VFH 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: 106,172 shares; 2024Q4: 107,931 shares; 2025Q1: 107,931 shares; 2025Q2: 37,377 shares; 2025Q3: 2,375 shares; 2025Q4: 2,388 shares; 2026Q1: 2,381 shares 2,381 $288K <0.01% -7 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 14,481 shares; 2025Q1: 14,498 shares; 2025Q2: 11,175 shares; 2025Q3: 10,155 shares; 2025Q4: 7,430 shares; 2026Q1: 6,013 shares 6,013 $288K <0.01% -1,417 Timeline RSPR 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: 4,604 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,379 shares; 2025Q3: 5,589 shares; 2025Q4: not reported; 2026Q1: 8,665 shares 8,665 $288K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 8,042 shares; 2025Q1: 8,307 shares; 2025Q2: 12,890 shares; 2025Q3: 13,638 shares; 2025Q4: 16,085 shares; 2026Q1: 17,083 shares 17,083 $287K <0.01% +998 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,542 shares; 2025Q3: 1,580 shares; 2025Q4: 1,077 shares; 2026Q1: 1,082 shares 1,082 $287K <0.01% +5 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 16,261 shares 16,261 $287K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,158 shares; 2025Q1: 1,194 shares; 2025Q2: 1,444 shares; 2025Q3: 1,374 shares; 2025Q4: 3,133 shares; 2026Q1: 2,620 shares 2,620 $286K <0.01% -513 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 747 shares; 2025Q3: 785 shares; 2025Q4: 842 shares; 2026Q1: 938 shares 938 $285K <0.01% +96 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 12,746 shares; 2025Q1: 12,746 shares; 2025Q2: 12,746 shares; 2025Q3: 12,746 shares; 2025Q4: 12,947 shares; 2026Q1: 13,040 shares 13,040 $285K <0.01% +93 Timeline GFEB 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: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,918 shares; 2026Q1: 6,918 shares 6,918 $284K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 4,209 shares; 2025Q1: 4,296 shares; 2025Q2: 6,984 shares; 2025Q3: 6,462 shares; 2025Q4: 7,377 shares; 2026Q1: 7,273 shares 7,273 $284K <0.01% -104 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 6,021 shares; 2025Q1: 6,021 shares; 2025Q2: 5,159 shares; 2025Q3: 5,164 shares; 2025Q4: 4,201 shares; 2026Q1: 3,507 shares 3,507 $284K <0.01% -694 Timeline IBTK 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: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 14,292 shares; 2026Q1: 14,395 shares 14,395 $284K <0.01% +103 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 1,165 shares; 2025Q4: 3,660 shares; 2026Q1: 4,473 shares 4,473 $283K <0.01% +813 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 948 shares; 2025Q3: 773 shares; 2025Q4: not reported; 2026Q1: 1,310 shares 1,310 $283K <0.01% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 729 shares; 2025Q3: 738 shares; 2025Q4: 751 shares; 2026Q1: 805 shares 805 $283K <0.01% +54 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 410 shares; 2025Q3: 638 shares; 2025Q4: 898 shares; 2026Q1: 1,127 shares 1,127 $282K <0.01% +229 Timeline QQEW 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: 3,359 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,215 shares; 2025Q3: 2,161 shares; 2025Q4: 2,161 shares; 2026Q1: 2,217 shares 2,217 $282K <0.01% +56 Timeline EAGG 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: 3,334 shares; 2024Q4: 3,532 shares; 2025Q1: 3,532 shares; 2025Q2: 5,212 shares; 2025Q3: 5,612 shares; 2025Q4: 5,889 shares; 2026Q1: 5,865 shares 5,865 $279K <0.01% -24 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,011 shares; 2025Q3: 8,109 shares; 2025Q4: 10,133 shares; 2026Q1: 14,853 shares 14,853 $279K <0.01% +4,720 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 1,717 shares; 2025Q3: 2,069 shares; 2025Q4: not reported; 2026Q1: 5,757 shares 5,757 $279K <0.01% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 183 shares; 2025Q3: 204 shares; 2025Q4: 787 shares; 2026Q1: 1,108 shares 1,108 $278K <0.01% +321 Timeline EMGF 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: 3,204 shares; 2024Q4: 4,428 shares; 2025Q1: 4,428 shares; 2025Q2: 4,360 shares; 2025Q3: 4,118 shares; 2025Q4: 4,270 shares; 2026Q1: 4,590 shares 4,590 $277K <0.01% +320 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,234 shares; 2025Q1: 13,234 shares; 2025Q2: 12,034 shares; 2025Q3: 12,034 shares; 2025Q4: 12,245 shares; 2026Q1: 12,336 shares 12,336 $277K <0.01% +91 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,413 shares; 2025Q3: 1,502 shares; 2025Q4: 1,574 shares; 2026Q1: 1,595 shares 1,595 $276K <0.01% +21 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 11 shares; 2025Q3: 850 shares; 2025Q4: 913 shares; 2026Q1: 860 shares 860 $276K <0.01% -53 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: not reported; 2026Q1: 16,445 shares 16,445 $276K <0.01% new Timeline VIS 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: 430 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 2,582 shares; 2025Q3: 1,182 shares; 2025Q4: 1,799 shares; 2026Q1: 882 shares 882 $275K <0.01% -917 Timeline ICLO 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,793 shares 10,793 $275K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 5,581 shares; 2025Q3: 5,875 shares; 2025Q4: 6,217 shares; 2026Q1: 6,515 shares 6,515 $275K <0.01% +298 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,178 shares; 2025Q3: 4,989 shares; 2025Q4: 5,387 shares; 2026Q1: 6,207 shares 6,207 $275K <0.01% +820 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 3,067 shares; 2025Q3: 3,393 shares; 2025Q4: 3,573 shares; 2026Q1: 3,721 shares 3,721 $275K <0.01% +148 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,444 shares; 2024Q4: 24,252 shares; 2025Q1: 24,252 shares; 2025Q2: 25,681 shares; 2025Q3: 25,000 shares; 2025Q4: 8,943 shares; 2026Q1: 7,782 shares 7,782 $273K <0.01% -1,161 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 965 shares; 2025Q3: 995 shares; 2025Q4: 1,018 shares; 2026Q1: 1,164 shares 1,164 $272K <0.01% +146 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,582 shares; 2025Q3: 1,438 shares; 2025Q4: 1,442 shares; 2026Q1: 1,731 shares 1,731 $272K <0.01% +289 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,628 shares; 2025Q1: 6,628 shares; 2025Q2: 6,751 shares; 2025Q3: 6,809 shares; 2025Q4: 6,869 shares; 2026Q1: 6,927 shares 6,927 $272K <0.01% +58 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,354 shares 12,354 $272K <0.01% new Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,089 shares; 2025Q3: 3,483 shares; 2025Q4: not reported; 2026Q1: 7,364 shares 7,364 $271K <0.01% new Timeline SELV 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: 3,670 shares; 2024Q4: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 6,958 shares; 2025Q3: 7,138 shares; 2025Q4: 7,725 shares; 2026Q1: 8,333 shares 8,333 $269K <0.01% +608 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,972 shares; 2025Q1: 3,972 shares; 2025Q2: 3,109 shares; 2025Q3: 2,635 shares; 2025Q4: not reported; 2026Q1: 4,336 shares 4,336 $269K <0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 893 shares; 2025Q3: 1,049 shares; 2025Q4: 1,708 shares; 2026Q1: 1,586 shares 1,586 $268K <0.01% -122 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: not reported; 2026Q1: 11,213 shares 11,213 $268K <0.01% new Timeline IMTB 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: 2,583 shares; 2024Q4: 6,914 shares; 2025Q1: 6,914 shares; 2025Q2: 6,324 shares; 2025Q3: 6,307 shares; 2025Q4: 6,307 shares; 2026Q1: 6,107 shares 6,107 $268K <0.01% -200 Timeline FCOM 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: 716 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 9,184 shares; 2025Q3: 8,772 shares; 2025Q4: 3,830 shares; 2026Q1: 3,896 shares 3,896 $265K <0.01% +66 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 6,543 shares; 2025Q3: 7,790 shares; 2025Q4: 8,583 shares; 2026Q1: 6,535 shares 6,535 $265K <0.01% -2,048 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,464 shares; 2025Q1: 5,464 shares; 2025Q2: 5,281 shares; 2025Q3: 5,239 shares; 2025Q4: 4,829 shares; 2026Q1: 4,711 shares 4,711 $265K <0.01% -118 Timeline PSEP 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: 7,054 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,283 shares; 2025Q3: 8,165 shares; 2025Q4: 6,099 shares; 2026Q1: 6,144 shares 6,144 $265K <0.01% +45 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 671 shares; 2025Q3: 1,019 shares; 2025Q4: 1,037 shares; 2026Q1: 1,399 shares 1,399 $264K <0.01% +362 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 1,116 shares; 2025Q3: 859 shares; 2025Q4: 995 shares; 2026Q1: 1,172 shares 1,172 $263K <0.01% +177 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,944 shares 13,944 $262K <0.01% new Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 3,494 shares; 2025Q3: 3,788 shares; 2025Q4: 3,773 shares; 2026Q1: 3,899 shares 3,899 $262K <0.01% +126 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 704 shares; 2025Q3: 711 shares; 2025Q4: not reported; 2026Q1: 1,420 shares 1,420 $260K <0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 885 shares; 2025Q3: 884 shares; 2025Q4: 887 shares; 2026Q1: 1,489 shares 1,489 $260K <0.01% +602 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,063 shares; 2024Q4: 10,441 shares; 2025Q1: 10,441 shares; 2025Q2: 8,744 shares; 2025Q3: 8,674 shares; 2025Q4: 8,890 shares; 2026Q1: 8,933 shares 8,933 $259K <0.01% +43 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,002 shares; 2025Q3: 2,881 shares; 2025Q4: not reported; 2026Q1: 9,381 shares 9,381 $259K <0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 5,328 shares; 2025Q1: 5,328 shares; 2025Q2: 5,562 shares; 2025Q3: 5,606 shares; 2025Q4: not reported; 2026Q1: 10,704 shares 10,704 $258K <0.01% new Timeline SNSR 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: 171,518 shares; 2024Q4: 155,144 shares; 2025Q1: 157,134 shares; 2025Q2: 73,285 shares; 2025Q3: 36,704 shares; 2025Q4: 16,940 shares; 2026Q1: 6,912 shares 6,912 $258K <0.01% -10,028 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 11,374 shares; 2025Q1: 11,374 shares; 2025Q2: 12,538 shares; 2025Q3: 12,450 shares; 2025Q4: 10,373 shares; 2026Q1: 3,423 shares 3,423 $258K <0.01% -6,950 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 2,021 shares; 2025Q3: 2,088 shares; 2025Q4: 2,002 shares; 2026Q1: 2,007 shares 2,007 $255K <0.01% +5 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 691 shares; 2025Q3: 721 shares; 2025Q4: not reported; 2026Q1: 2,546 shares 2,546 $255K <0.01% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 1,918 shares; 2025Q3: 3,043 shares; 2025Q4: 2,910 shares; 2026Q1: 2,847 shares 2,847 $255K <0.01% -63 Timeline FIDU 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: 28 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 2,177 shares; 2025Q3: 2,281 shares; 2025Q4: not reported; 2026Q1: 2,949 shares 2,949 $255K <0.01% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,769 shares; 2025Q1: 5,769 shares; 2025Q2: 5,583 shares; 2025Q3: 5,510 shares; 2025Q4: 5,984 shares; 2026Q1: 5,308 shares 5,308 $255K <0.01% -676 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 546 shares; 2025Q3: 744 shares; 2025Q4: not reported; 2026Q1: 870 shares 870 $255K <0.01% new Timeline BMAY 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: 5,667 shares; 2024Q4: 5,667 shares; 2025Q1: 5,667 shares; 2025Q2: 5,667 shares; 2025Q3: 5,667 shares; 2025Q4: 5,667 shares; 2026Q1: 5,667 shares 5,667 $254K <0.01% 0 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: 3,172 shares 3,172 $254K <0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 202 shares; 2025Q3: 184 shares; 2025Q4: not reported; 2026Q1: 644 shares 644 $254K <0.01% new Timeline NAPR 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: 105,022 shares; 2024Q4: 105,116 shares; 2025Q1: 105,116 shares; 2025Q2: 73,792 shares; 2025Q3: 73,521 shares; 2025Q4: 73,439 shares; 2026Q1: 4,629 shares 4,629 $253K <0.01% -68,810 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: not reported; 2026Q1: 2,595 shares 2,595 $253K <0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 15,999 shares; 2025Q1: 15,999 shares; 2025Q2: 5,634 shares; 2025Q3: 4,301 shares; 2025Q4: 3,973 shares; 2026Q1: 4,033 shares 4,033 $252K <0.01% +60 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,911 shares; 2025Q1: 2,911 shares; 2025Q2: 2,836 shares; 2025Q3: 2,779 shares; 2025Q4: 3,785 shares; 2026Q1: 3,878 shares 3,878 $251K <0.01% +93 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 1,678 shares; 2025Q3: 1,713 shares; 2025Q4: 1,608 shares; 2026Q1: 1,713 shares 1,713 $250K <0.01% +105 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 7,138 shares; 2025Q1: 7,138 shares; 2025Q2: 8,715 shares; 2025Q3: 6,483 shares; 2025Q4: 6,483 shares; 2026Q1: 6,102 shares 6,102 $249K <0.01% -381 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 1,942 shares; 2025Q3: 1,974 shares; 2025Q4: not reported; 2026Q1: 5,315 shares 5,315 $249K <0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,346 shares; 2025Q3: 1,642 shares; 2025Q4: not reported; 2026Q1: 2,065 shares 2,065 $249K <0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 16,538 shares; 2025Q1: 16,538 shares; 2025Q2: 5,062 shares; 2025Q3: 5,045 shares; 2025Q4: 5,343 shares; 2026Q1: 5,599 shares 5,599 $248K <0.01% +256 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,193 shares; 2025Q4: 4,940 shares; 2026Q1: 6,177 shares 6,177 $248K <0.01% +1,237 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 18,983 shares; 2025Q1: 18,983 shares; 2025Q2: 11,907 shares; 2025Q3: 13,203 shares; 2025Q4: 17,882 shares; 2026Q1: 14,313 shares 14,313 $246K <0.01% -3,569 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 3,507 shares; 2025Q3: 4,069 shares; 2025Q4: 3,700 shares; 2026Q1: 3,931 shares 3,931 $246K <0.01% +231 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 5,150 shares; 2025Q3: 7,177 shares; 2025Q4: 8,307 shares; 2026Q1: 9,225 shares 9,225 $245K <0.01% +918 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,180 shares 6,180 $244K <0.01% new Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,774 shares; 2025Q1: 4,774 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,489 shares; 2026Q1: 5,339 shares 5,339 $243K <0.01% -150 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 6,274 shares; 2025Q3: 7,638 shares; 2025Q4: 9,107 shares; 2026Q1: 9,456 shares 9,456 $243K <0.01% +349 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 1,312 shares; 2025Q3: 1,487 shares; 2025Q4: not reported; 2026Q1: 2,029 shares 2,029 $242K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 5,132 shares; 2025Q3: 4,678 shares; 2025Q4: 3,483 shares; 2026Q1: 4,097 shares 4,097 $242K <0.01% +614 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,505 shares; 2025Q3: 1,802 shares; 2025Q4: 1,926 shares; 2026Q1: 3,274 shares 3,274 $242K <0.01% +1,348 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,843 shares 12,843 $241K <0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 3,291 shares; 2025Q3: 3,725 shares; 2025Q4: not reported; 2026Q1: 5,235 shares 5,235 $240K <0.01% new Timeline FTRI 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: 21,281 shares; 2024Q4: 17,443 shares; 2025Q1: 17,443 shares; 2025Q2: 17,843 shares; 2025Q3: 13,654 shares; 2025Q4: 13,584 shares; 2026Q1: 13,458 shares 13,458 $240K <0.01% -126 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 6,703 shares; 2025Q1: 6,763 shares; 2025Q2: 6,894 shares; 2025Q3: 5,691 shares; 2025Q4: 5,416 shares; 2026Q1: 5,298 shares 5,298 $240K <0.01% -118 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 652 shares; 2025Q3: 760 shares; 2025Q4: not reported; 2026Q1: 806 shares 806 $240K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,854 shares; 2025Q1: 4,079 shares; 2025Q2: 1,074 shares; 2025Q3: 1,177 shares; 2025Q4: 1,198 shares; 2026Q1: 1,563 shares 1,563 $239K <0.01% +365 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 585 shares; 2025Q3: 501 shares; 2025Q4: 512 shares; 2026Q1: 665 shares 665 $239K <0.01% +153 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 3,103 shares; 2025Q3: 3,477 shares; 2025Q4: 3,590 shares; 2026Q1: 3,454 shares 3,454 $238K <0.01% -136 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 1,207 shares; 2025Q3: 1,419 shares; 2025Q4: not reported; 2026Q1: 5,232 shares 5,232 $236K <0.01% new Timeline XBIL 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: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,273 shares; 2025Q3: 4,493 shares; 2025Q4: not reported; 2026Q1: 4,721 shares 4,721 $236K <0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,514 shares; 2025Q3: 2,755 shares; 2025Q4: 2,312 shares; 2026Q1: 2,359 shares 2,359 $236K <0.01% +47 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,953 shares; 2025Q1: 3,965 shares; 2025Q2: 3,272 shares; 2025Q3: 3,277 shares; 2025Q4: 3,236 shares; 2026Q1: 3,345 shares 3,345 $235K <0.01% +109 Timeline FDD 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: 16,500 shares; 2024Q4: 18,817 shares; 2025Q1: 18,817 shares; 2025Q2: 14,086 shares; 2025Q3: 13,616 shares; 2025Q4: 13,657 shares; 2026Q1: 13,183 shares 13,183 $235K <0.01% -474 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 74 shares; 2025Q3: 746 shares; 2025Q4: not reported; 2026Q1: 958 shares 958 $235K <0.01% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 1,720 shares; 2025Q3: 2,259 shares; 2025Q4: not reported; 2026Q1: 5,513 shares 5,513 $235K <0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 1,283 shares; 2025Q3: 1,591 shares; 2025Q4: not reported; 2026Q1: 1,786 shares 1,786 $232K <0.01% new Timeline IUS 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: 3,626 shares; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 4,193 shares; 2025Q3: 4,293 shares; 2025Q4: 4,503 shares; 2026Q1: 3,987 shares 3,987 $231K <0.01% -516 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $230K <0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 600 shares; 2025Q3: 580 shares; 2025Q4: 544 shares; 2026Q1: 565 shares 565 $230K <0.01% +21 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 470 shares; 2025Q3: 507 shares; 2025Q4: 506 shares; 2026Q1: 542 shares 542 $230K <0.01% +36 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,199 shares; 2025Q4: not reported; 2026Q1: 4,537 shares 4,537 $228K <0.01% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 1,893 shares; 2025Q3: 2,093 shares; 2025Q4: 5,676 shares; 2026Q1: 5,555 shares 5,555 $228K <0.01% -121 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,728 shares; 2025Q3: 1,398 shares; 2025Q4: 1,645 shares; 2026Q1: 1,806 shares 1,806 $227K <0.01% +161 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,686 shares 8,686 $227K <0.01% new Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 2,261 shares; 2025Q3: 2,727 shares; 2025Q4: not reported; 2026Q1: 6,136 shares 6,136 $227K <0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 494 shares; 2025Q3: 516 shares; 2025Q4: 567 shares; 2026Q1: 461 shares 461 $226K <0.01% -106 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 1,544 shares; 2025Q3: 1,510 shares; 2025Q4: 4,744 shares; 2026Q1: 1,017 shares 1,017 $225K <0.01% -3,727 Timeline IVOO 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: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,952 shares; 2025Q4: 1,905 shares; 2026Q1: 1,964 shares 1,964 $225K <0.01% +59 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 4,179 shares; 2025Q1: 4,229 shares; 2025Q2: 1,784 shares; 2025Q3: 1,607 shares; 2025Q4: 1,111 shares; 2026Q1: 1,138 shares 1,138 $224K <0.01% +27 Timeline PJUN 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: 4,115 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 5,065 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares; 2026Q1: 5,350 shares 5,350 $224K <0.01% +305 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 260 shares; 2025Q3: 417 shares; 2025Q4: not reported; 2026Q1: 2,113 shares 2,113 $224K <0.01% new Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 12,929 shares; 2025Q1: 12,929 shares; 2025Q2: 11,294 shares; 2025Q3: 11,691 shares; 2025Q4: 9,328 shares; 2026Q1: 8,405 shares 8,405 $224K <0.01% -923 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,296 shares; 2024Q4: 6,849 shares; 2025Q1: 6,849 shares; 2025Q2: 10,025 shares; 2025Q3: 10,605 shares; 2025Q4: 8,911 shares; 2026Q1: 8,637 shares 8,637 $224K <0.01% -274 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,137 shares; 2025Q3: 2,340 shares; 2025Q4: 2,166 shares; 2026Q1: 2,253 shares 2,253 $223K <0.01% +87 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 5,743 shares; 2025Q3: 9,023 shares; 2025Q4: 11,184 shares; 2026Q1: 2,361 shares 2,361 $222K <0.01% -8,823 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 988 shares; 2025Q3: 904 shares; 2025Q4: 820 shares; 2026Q1: 758 shares 758 $221K <0.01% -62 Timeline RUSC 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: 5,150 shares; 2025Q3: 14,619 shares; 2025Q4: 10,476 shares; 2026Q1: 6,878 shares 6,878 $220K <0.01% -3,598 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 9,285 shares; 2025Q1: 9,378 shares; 2025Q2: 8,347 shares; 2025Q3: 4,510 shares; 2025Q4: not reported; 2026Q1: 6,161 shares 6,161 $220K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,636 shares; 2025Q1: 4,636 shares; 2025Q2: 5,898 shares; 2025Q3: 6,207 shares; 2025Q4: 6,183 shares; 2026Q1: 6,193 shares 6,193 $220K <0.01% +10 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,427 shares; 2025Q3: 7,328 shares; 2025Q4: 8,950 shares; 2026Q1: 9,521 shares 9,521 $220K <0.01% +571 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,456 shares; 2025Q3: 1,498 shares; 2025Q4: 1,441 shares; 2026Q1: 1,585 shares 1,585 $219K <0.01% +144 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,343 shares 3,343 $218K <0.01% new Timeline PNOV 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: 3,485 shares; 2024Q4: 6,511 shares; 2025Q1: 6,511 shares; 2025Q2: 6,099 shares; 2025Q3: 6,099 shares; 2025Q4: 5,313 shares; 2026Q1: 5,313 shares 5,313 $217K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 376 shares; 2025Q3: 439 shares; 2025Q4: not reported; 2026Q1: 3,289 shares 3,289 $217K <0.01% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 327 shares; 2025Q3: 600 shares; 2025Q4: 1,590 shares; 2026Q1: 1,816 shares 1,816 $217K <0.01% +226 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,844 shares; 2024Q4: 11,598 shares; 2025Q1: 11,598 shares; 2025Q2: 11,140 shares; 2025Q3: 9,810 shares; 2025Q4: 8,074 shares; 2026Q1: 7,622 shares 7,622 $217K <0.01% -452 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 3,978 shares; 2025Q3: 3,908 shares; 2025Q4: 3,824 shares; 2026Q1: 3,755 shares 3,755 $216K <0.01% -69 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,120 shares; 2024Q4: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 4,233 shares; 2025Q3: 2,538 shares; 2025Q4: not reported; 2026Q1: 3,175 shares 3,175 $216K <0.01% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 2,394 shares; 2025Q3: 4,182 shares; 2025Q4: 4,731 shares; 2026Q1: 4,241 shares 4,241 $215K <0.01% -490 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 635 shares; 2025Q4: not reported; 2026Q1: 4,348 shares 4,348 $215K <0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 5,141 shares; 2025Q3: 4,592 shares; 2025Q4: not reported; 2026Q1: 4,610 shares 4,610 $215K <0.01% new Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,353 shares; 2025Q3: 2,271 shares; 2025Q4: 7,783 shares; 2026Q1: 7,614 shares 7,614 $215K <0.01% -169 Timeline VCLT 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: 1,492 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 2,425 shares; 2025Q3: 2,390 shares; 2025Q4: not reported; 2026Q1: 2,874 shares 2,874 $215K <0.01% new Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,686 shares; 2025Q3: 1,849 shares; 2025Q4: not reported; 2026Q1: 6,722 shares 6,722 $215K <0.01% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 5,556 shares; 2025Q3: 4,489 shares; 2025Q4: not reported; 2026Q1: 7,538 shares 7,538 $214K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,095 shares; 2025Q3: 1,237 shares; 2025Q4: 1,076 shares; 2026Q1: 1,051 shares 1,051 $214K <0.01% -25 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 219 shares; 2025Q3: 214 shares; 2025Q4: not reported; 2026Q1: 1,578 shares 1,578 $214K <0.01% new Timeline FV 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: 31,732 shares; 2024Q4: 31,656 shares; 2025Q1: 31,656 shares; 2025Q2: 35,385 shares; 2025Q3: 3,412 shares; 2025Q4: 3,474 shares; 2026Q1: 3,531 shares 3,531 $213K <0.01% +57 Timeline EWY 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: 108,321 shares; 2024Q4: 113,877 shares; 2025Q1: 113,877 shares; 2025Q2: 136,548 shares; 2025Q3: 645 shares; 2025Q4: not reported; 2026Q1: 1,731 shares 1,731 $213K <0.01% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 988 shares; 2025Q3: 1,643 shares; 2025Q4: 1,912 shares; 2026Q1: 1,178 shares 1,178 $212K <0.01% -734 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 1,155 shares; 2025Q3: 1,127 shares; 2025Q4: 1,353 shares; 2026Q1: 1,178 shares 1,178 $212K <0.01% -175 Timeline BMAR 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: 1,682 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 2,003 shares; 2025Q3: 2,341 shares; 2025Q4: not reported; 2026Q1: 4,036 shares 4,036 $212K <0.01% new Timeline SLNZ TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 7,502 shares; 2025Q3: 7,012 shares; 2025Q4: 5,933 shares; 2026Q1: 4,678 shares 4,678 $212K <0.01% -1,255 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,419 shares; 2025Q3: 2,179 shares; 2025Q4: not reported; 2026Q1: 3,705 shares 3,705 $211K <0.01% new Timeline FGSM ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 2,151 shares; 2025Q4: not reported; 2026Q1: 6,760 shares 6,760 $211K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 451 shares; 2025Q3: 414 shares; 2025Q4: not reported; 2026Q1: 825 shares 825 $210K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,091 shares; 2024Q4: 20,133 shares; 2025Q1: 20,133 shares; 2025Q2: 10,965 shares; 2025Q3: 6,208 shares; 2025Q4: 5,626 shares; 2026Q1: 5,133 shares 5,133 $210K <0.01% -493 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 398 shares; 2025Q3: 483 shares; 2025Q4: not reported; 2026Q1: 1,448 shares 1,448 $209K <0.01% new Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 10,731 shares; 2025Q1: 10,731 shares; 2025Q2: 13,054 shares; 2025Q3: 13,983 shares; 2025Q4: 15,792 shares; 2026Q1: 18,594 shares 18,594 $209K <0.01% +2,802 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,050 shares; 2024Q4: 11,047 shares; 2025Q1: 11,047 shares; 2025Q2: 12,530 shares; 2025Q3: 12,888 shares; 2025Q4: 16,637 shares; 2026Q1: 10,208 shares 10,208 $208K <0.01% -6,429 Timeline IVOG 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: 1,450 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,587 shares; 2025Q3: 1,603 shares; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659 $207K <0.01% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,105 shares; 2025Q1: 1,144 shares; 2025Q2: 1,773 shares; 2025Q3: 2,069 shares; 2025Q4: 1,824 shares; 2026Q1: 1,717 shares 1,717 $205K <0.01% -107 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 221 shares; 2025Q3: 1,367 shares; 2025Q4: 1,400 shares; 2026Q1: 1,345 shares 1,345 $205K <0.01% -55 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 859 shares; 2025Q4: 2,015 shares; 2026Q1: 2,667 shares 2,667 $204K <0.01% +652 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,070 shares 4,070 $202K <0.01% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,715 shares; 2025Q3: 1,737 shares; 2025Q4: 1,528 shares; 2026Q1: 1,534 shares 1,534 $202K <0.01% +6 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,710 shares; 2025Q3: 2,332 shares; 2025Q4: 7,879 shares; 2026Q1: 8,096 shares 8,096 $202K <0.01% +217 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 276 shares; 2025Q3: 334 shares; 2025Q4: 1,127 shares; 2026Q1: 1,010 shares 1,010 $202K <0.01% -117 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,046 shares; 2025Q3: 3,032 shares; 2025Q4: not reported; 2026Q1: 3,473 shares 3,473 $201K <0.01% new Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,819 shares 4,819 $200K <0.01% new Timeline FBT 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: 624 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 839 shares; 2025Q3: 864 shares; 2025Q4: not reported; 2026Q1: 997 shares 997 $200K <0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 4,360 shares; 2025Q3: 1,086 shares; 2025Q4: not reported; 2026Q1: 17,520 shares 17,520 $194K <0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 2,668 shares; 2025Q3: 2,603 shares; 2025Q4: not reported; 2026Q1: 21,127 shares 21,127 $193K <0.01% new Timeline DDTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,277 shares 10,277 $191K <0.01% new Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,593 shares; 2024Q4: 26,093 shares; 2025Q1: 26,093 shares; 2025Q2: 10,293 shares; 2025Q3: 10,293 shares; 2025Q4: 11,080 shares; 2026Q1: 13,550 shares 13,550 $174K <0.01% +2,470 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,030 shares; 2026Q1: 14,156 shares 14,156 $174K <0.01% +126 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 1,353 shares; 2025Q3: 3,118 shares; 2025Q4: not reported; 2026Q1: 11,341 shares 11,341 $172K <0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,752 shares; 2024Q4: 28,752 shares; 2025Q1: 28,752 shares; 2025Q2: 22,352 shares; 2025Q3: 21,910 shares; 2025Q4: 22,003 shares; 2026Q1: 19,077 shares 19,077 $164K <0.01% -2,926 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 17,508 shares; 2025Q1: 17,508 shares; 2025Q2: 17,642 shares; 2025Q3: 17,712 shares; 2025Q4: 19,955 shares; 2026Q1: 19,245 shares 19,245 $164K <0.01% -710 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION 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: 1,271 shares; 2025Q3: 2,540 shares; 2025Q4: not reported; 2026Q1: 13,418 shares 13,418 $164K <0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 6,158 shares; 2025Q3: 15,590 shares; 2025Q4: 22,534 shares; 2026Q1: 14,438 shares 14,438 $157K <0.01% -8,096 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,951 shares; 2025Q3: 8,642 shares; 2025Q4: 10,722 shares; 2026Q1: 10,547 shares 10,547 $156K <0.01% -175 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 7,710 shares; 2025Q1: 7,710 shares; 2025Q2: 9,755 shares; 2025Q3: 13,867 shares; 2025Q4: 26,006 shares; 2026Q1: 17,986 shares 17,986 $143K <0.01% -8,020 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,011 shares; 2024Q4: 9,802 shares; 2025Q1: 9,802 shares; 2025Q2: 9,691 shares; 2025Q3: 15,014 shares; 2025Q4: 15,131 shares; 2026Q1: 15,207 shares 15,207 $142K <0.01% +76 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 11,883 shares; 2025Q1: 11,883 shares; 2025Q2: 13,490 shares; 2025Q3: 14,956 shares; 2025Q4: 17,623 shares; 2026Q1: 14,809 shares 14,809 $137K <0.01% -2,814 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,170 shares; 2025Q4: not reported; 2026Q1: 10,543 shares 10,543 $131K <0.01% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 17,583 shares; 2025Q1: 17,583 shares; 2025Q2: 11,620 shares; 2025Q3: 12,039 shares; 2025Q4: 11,232 shares; 2026Q1: 11,430 shares 11,430 $129K <0.01% +198 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 6,471 shares; 2025Q1: 6,471 shares; 2025Q2: 143 shares; 2025Q3: 11,917 shares; 2025Q4: 15,002 shares; 2026Q1: 14,658 shares 14,658 $128K <0.01% -344 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,728 shares; 2025Q3: 9,757 shares; 2025Q4: 10,684 shares; 2026Q1: 10,608 shares 10,608 $112K <0.01% -76 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,269 shares; 2024Q4: 18,426 shares; 2025Q1: 18,426 shares; 2025Q2: 17,982 shares; 2025Q3: 17,170 shares; 2025Q4: 13,474 shares; 2026Q1: 13,474 shares 13,474 $110K <0.01% 0 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 172 shares; 2025Q3: 3,171 shares; 2025Q4: not reported; 2026Q1: 13,896 shares 13,896 $100K <0.01% new Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,756 shares; 2024Q4: 19,220 shares; 2025Q1: 19,220 shares; 2025Q2: 18,403 shares; 2025Q3: 17,030 shares; 2025Q4: 17,030 shares; 2026Q1: 17,030 shares 17,030 $92K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,147 shares; 2024Q4: 34,678 shares; 2025Q1: 34,678 shares; 2025Q2: 12,973 shares; 2025Q3: 13,385 shares; 2025Q4: 19,593 shares; 2026Q1: 26,846 shares 26,846 $78.4K <0.01% +7,253 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,556 shares; 2025Q1: 25,556 shares; 2025Q2: 29,670 shares; 2025Q3: 29,670 shares; 2025Q4: 21,000 shares; 2026Q1: 20,000 shares 20,000 $68.2K <0.01% -1,000 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 5,685 shares; 2025Q1: 5,685 shares; 2025Q2: 8,453 shares; 2025Q3: 8,398 shares; 2025Q4: not reported; 2026Q1: 10,243 shares 10,243 $52.2K <0.01% new Timeline