CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 18,745 shares; 2025Q1: 19,847 shares; 2025Q2: 20,542 shares; 2025Q3: 15,816 shares; 2025Q4: 22,194 shares; 2026Q1: 22,390 shares 22,390 $7.3M 0.03% +196 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,923 shares; 2024Q4: 110,040 shares; 2025Q1: 96,308 shares; 2025Q2: 97,156 shares; 2025Q3: 78,807 shares; 2025Q4: 100,855 shares; 2026Q1: 95,927 shares 95,927 $7.29M 0.03% -4,928 Timeline ROAM 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: 235,107 shares 235,107 $7.29M 0.03% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,190 shares; 2024Q4: 112,646 shares; 2025Q1: 68,467 shares; 2025Q2: 74,832 shares; 2025Q3: 112,545 shares; 2025Q4: 247,303 shares; 2026Q1: 298,398 shares 298,398 $7.24M 0.03% +51,095 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,832 shares; 2024Q4: 29,968 shares; 2025Q1: 29,965 shares; 2025Q2: 29,944 shares; 2025Q3: 32,059 shares; 2025Q4: 32,899 shares; 2026Q1: 33,306 shares 33,306 $7.21M 0.03% +407 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,874 shares; 2024Q4: 118,345 shares; 2025Q1: 115,569 shares; 2025Q2: 127,875 shares; 2025Q3: 140,954 shares; 2025Q4: 164,504 shares; 2026Q1: 195,461 shares 195,461 $7.19M 0.03% +30,957 Timeline JMEE 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: 16,477 shares; 2024Q4: 17,763 shares; 2025Q1: 21,446 shares; 2025Q2: 68,860 shares; 2025Q3: 68,442 shares; 2025Q4: 104,876 shares; 2026Q1: 107,480 shares 107,480 $7.18M 0.03% +2,604 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,773 shares; 2024Q4: 253,028 shares; 2025Q1: 259,391 shares; 2025Q2: 240,264 shares; 2025Q3: 247,383 shares; 2025Q4: 222,631 shares; 2026Q1: 236,520 shares 236,520 $7.17M 0.03% +13,889 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 503 shares; 2025Q1: 552 shares; 2025Q2: 2,554 shares; 2025Q3: 2,901 shares; 2025Q4: 2,637 shares; 2026Q1: 4,147 shares 4,147 $7.17M 0.03% +1,510 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 9,774 shares; 2025Q1: 10,263 shares; 2025Q2: 10,582 shares; 2025Q3: 10,544 shares; 2025Q4: 10,439 shares; 2026Q1: 12,875 shares 12,875 $7.07M 0.03% +2,436 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,646 shares; 2024Q4: 34,682 shares; 2025Q1: 38,275 shares; 2025Q2: 42,514 shares; 2025Q3: 44,583 shares; 2025Q4: 46,025 shares; 2026Q1: 50,035 shares 50,035 $6.97M 0.03% +4,010 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,967 shares; 2024Q4: 16,027 shares; 2025Q1: 17,100 shares; 2025Q2: 18,170 shares; 2025Q3: 18,129 shares; 2025Q4: 17,234 shares; 2026Q1: 21,204 shares 21,204 $6.97M 0.03% +3,970 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,840 shares; 2024Q4: 70,860 shares; 2025Q1: 184,351 shares; 2025Q2: 241,524 shares; 2025Q3: 225,741 shares; 2025Q4: 277,161 shares; 2026Q1: 293,827 shares 293,827 $6.95M 0.03% +16,666 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,071 shares; 2024Q4: 23,636 shares; 2025Q1: 23,526 shares; 2025Q2: 23,145 shares; 2025Q3: 23,328 shares; 2025Q4: 23,958 shares; 2026Q1: 23,805 shares 23,805 $6.94M 0.03% -153 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 21,861 shares; 2025Q1: 21,649 shares; 2025Q2: 25,941 shares; 2025Q3: 26,789 shares; 2025Q4: 25,595 shares; 2026Q1: 27,085 shares 27,085 $6.88M 0.03% +1,490 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,269 shares; 2024Q4: 100,289 shares; 2025Q1: 108,978 shares; 2025Q2: 112,533 shares; 2025Q3: 133,240 shares; 2025Q4: 159,572 shares; 2026Q1: 176,455 shares 176,455 $6.88M 0.03% +16,883 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,371 shares; 2024Q4: 12,810 shares; 2025Q1: 12,178 shares; 2025Q2: 11,843 shares; 2025Q3: 11,592 shares; 2025Q4: 11,337 shares; 2026Q1: 11,148 shares 11,148 $6.88M 0.03% -189 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,036 shares; 2024Q4: 242,291 shares; 2025Q1: 173,144 shares; 2025Q2: 191,090 shares; 2025Q3: 251,686 shares; 2025Q4: 249,788 shares; 2026Q1: 277,733 shares 277,733 $6.87M 0.03% +27,945 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,943 shares; 2024Q4: 157,406 shares; 2025Q1: 154,812 shares; 2025Q2: 159,447 shares; 2025Q3: 159,436 shares; 2025Q4: 163,172 shares; 2026Q1: 160,961 shares 160,961 $6.85M 0.03% -2,211 Timeline EVTR 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: 17,530 shares; 2025Q1: 23,108 shares; 2025Q2: 85,197 shares; 2025Q3: 104,622 shares; 2025Q4: 129,989 shares; 2026Q1: 133,718 shares 133,718 $6.79M 0.03% +3,729 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: 20,759 shares; 2024Q4: 22,417 shares; 2025Q1: 21,549 shares; 2025Q2: 21,685 shares; 2025Q3: 22,707 shares; 2025Q4: 22,087 shares; 2026Q1: 21,725 shares 21,725 $6.78M 0.03% -362 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,463 shares; 2024Q4: 80,850 shares; 2025Q1: 45,946 shares; 2025Q2: 40,933 shares; 2025Q3: 41,467 shares; 2025Q4: 42,285 shares; 2026Q1: 63,483 shares 63,483 $6.77M 0.03% +21,198 Timeline IEUR 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: 117,933 shares; 2024Q4: 246,360 shares; 2025Q1: 152,873 shares; 2025Q2: 158,488 shares; 2025Q3: 160,977 shares; 2025Q4: 124,566 shares; 2026Q1: 96,321 shares 96,321 $6.77M 0.03% -28,245 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,861 shares; 2024Q4: 89,407 shares; 2025Q1: 89,967 shares; 2025Q2: 88,757 shares; 2025Q3: 87,684 shares; 2025Q4: 91,242 shares; 2026Q1: 94,085 shares 94,085 $6.76M 0.03% +2,843 Timeline XSVM 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: 59,679 shares; 2024Q4: 65,919 shares; 2025Q1: 71,037 shares; 2025Q2: 79,226 shares; 2025Q3: 98,349 shares; 2025Q4: 109,810 shares; 2026Q1: 112,004 shares 112,004 $6.75M 0.03% +2,194 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: not reported; 2025Q1: 24,109 shares; 2025Q2: 141,581 shares; 2025Q3: 167,785 shares; 2025Q4: 203,429 shares; 2026Q1: 280,845 shares 280,845 $6.73M 0.03% +77,416 Timeline RDIV 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: 194,959 shares; 2024Q4: 201,983 shares; 2025Q1: 205,812 shares; 2025Q2: 133,579 shares; 2025Q3: 130,052 shares; 2025Q4: 125,102 shares; 2026Q1: 120,433 shares 120,433 $6.7M 0.03% -4,669 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,056 shares; 2024Q4: 40,522 shares; 2025Q1: 38,990 shares; 2025Q2: 41,140 shares; 2025Q3: 41,400 shares; 2025Q4: 41,078 shares; 2026Q1: 43,765 shares 43,765 $6.69M 0.03% +2,687 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 51,248 shares; 2025Q1: 49,099 shares; 2025Q2: 45,539 shares; 2025Q3: 46,697 shares; 2025Q4: 46,722 shares; 2026Q1: 50,564 shares 50,564 $6.68M 0.03% +3,842 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 29,060 shares; 2025Q1: 42,066 shares; 2025Q2: 47,210 shares; 2025Q3: 34,097 shares; 2025Q4: 60,152 shares; 2026Q1: 56,786 shares 56,786 $6.68M 0.03% -3,366 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,321 shares; 2025Q1: 5,685 shares; 2025Q2: 6,012 shares; 2025Q3: 5,814 shares; 2025Q4: 6,170 shares; 2026Q1: 7,456 shares 7,456 $6.67M 0.03% +1,286 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,708 shares; 2024Q4: 357,666 shares; 2025Q1: 383,926 shares; 2025Q2: 316,725 shares; 2025Q3: 305,693 shares; 2025Q4: 287,877 shares; 2026Q1: 339,985 shares 339,985 $6.67M 0.03% +52,108 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,166 shares; 2024Q4: 337,371 shares; 2025Q1: 348,718 shares; 2025Q2: 288,693 shares; 2025Q3: 276,412 shares; 2025Q4: 271,336 shares; 2026Q1: 326,447 shares 326,447 $6.67M 0.03% +55,111 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,315 shares; 2024Q4: 177,194 shares; 2025Q1: 135,414 shares; 2025Q2: 166,854 shares; 2025Q3: 168,951 shares; 2025Q4: 207,517 shares; 2026Q1: 216,263 shares 216,263 $6.66M 0.03% +8,746 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: 167 shares; 2024Q4: 172 shares; 2025Q1: 158 shares; 2025Q2: 1,812 shares; 2025Q3: 2,612 shares; 2025Q4: 3,625 shares; 2026Q1: 3,528 shares 3,528 $6.65M 0.03% -97 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,835 shares; 2025Q1: 4,072 shares; 2025Q2: 4,334 shares; 2025Q3: 4,847 shares; 2025Q4: 13,491 shares; 2026Q1: 13,959 shares 13,959 $6.62M 0.03% +468 Timeline PWV 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: 18,235 shares; 2024Q4: 18,008 shares; 2025Q1: 18,218 shares; 2025Q2: 18,662 shares; 2025Q3: 63,534 shares; 2025Q4: 75,183 shares; 2026Q1: 94,973 shares 94,973 $6.62M 0.03% +19,790 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,903 shares; 2024Q4: 16,103 shares; 2025Q1: 14,869 shares; 2025Q2: 16,829 shares; 2025Q3: 17,636 shares; 2025Q4: 17,641 shares; 2026Q1: 16,880 shares 16,880 $6.61M 0.03% -761 Timeline RDVI 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: 123,507 shares; 2024Q4: 143,025 shares; 2025Q1: 156,390 shares; 2025Q2: 142,300 shares; 2025Q3: 182,604 shares; 2025Q4: 240,000 shares; 2026Q1: 257,486 shares 257,486 $6.58M 0.03% +17,486 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,402 shares; 2024Q4: 527,942 shares; 2025Q1: 495,217 shares; 2025Q2: 521,685 shares; 2025Q3: 586,474 shares; 2025Q4: 259,529 shares; 2026Q1: 141,927 shares 141,927 $6.56M 0.03% -117,602 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,320 shares; 2024Q4: 18,426 shares; 2025Q1: 20,353 shares; 2025Q2: 20,777 shares; 2025Q3: 29,238 shares; 2025Q4: 106,296 shares; 2026Q1: 148,398 shares 148,398 $6.55M 0.03% +42,102 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,811 shares; 2024Q4: 62,233 shares; 2025Q1: 70,344 shares; 2025Q2: 78,145 shares; 2025Q3: 80,340 shares; 2025Q4: 76,933 shares; 2026Q1: 82,424 shares 82,424 $6.54M 0.03% +5,491 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,255 shares; 2024Q4: 26,171 shares; 2025Q1: 26,221 shares; 2025Q2: 26,728 shares; 2025Q3: 32,318 shares; 2025Q4: 32,447 shares; 2026Q1: 31,582 shares 31,582 $6.53M 0.03% -865 Timeline AZ A2Z CUST2MATE SOLUTIONS CORP More: the full row for A2Z CUST2MATE SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,047 shares; 2025Q4: 862,765 shares; 2026Q1: 971,946 shares 971,946 $6.48M 0.03% +109,181 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,115 shares; 2024Q4: 21,974 shares; 2025Q1: 9,375 shares; 2025Q2: 32,614 shares; 2025Q3: 36,632 shares; 2025Q4: 36,729 shares; 2026Q1: 32,749 shares 32,749 $6.48M 0.03% -3,980 Timeline SPGP 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: 82,164 shares; 2024Q4: 80,536 shares; 2025Q1: 64,212 shares; 2025Q2: 57,779 shares; 2025Q3: 59,689 shares; 2025Q4: 58,044 shares; 2026Q1: 60,030 shares 60,030 $6.46M 0.03% +1,986 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: 58,800 shares; 2024Q4: 65,637 shares; 2025Q1: 66,837 shares; 2025Q2: 67,479 shares; 2025Q3: 65,014 shares; 2025Q4: 64,977 shares; 2026Q1: 64,603 shares 64,603 $6.46M 0.03% -374 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: 5,840 shares; 2024Q4: 4,817 shares; 2025Q1: 4,584 shares; 2025Q2: 4,586 shares; 2025Q3: 5,079 shares; 2025Q4: 21,524 shares; 2026Q1: 25,240 shares 25,240 $6.42M 0.03% +3,716 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,428 shares; 2024Q4: 128,880 shares; 2025Q1: 41,050 shares; 2025Q2: 41,853 shares; 2025Q3: 38,347 shares; 2025Q4: 37,771 shares; 2026Q1: 37,134 shares 37,134 $6.41M 0.03% -637 Timeline IYJ 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: 21,547 shares; 2024Q4: 32,752 shares; 2025Q1: 32,924 shares; 2025Q2: 24,094 shares; 2025Q3: 36,840 shares; 2025Q4: 44,471 shares; 2026Q1: 43,050 shares 43,050 $6.35M 0.03% -1,421 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 10,342 shares; 2025Q1: 12,708 shares; 2025Q2: 12,913 shares; 2025Q3: 13,125 shares; 2025Q4: 15,028 shares; 2026Q1: 15,238 shares 15,238 $6.35M 0.03% +210 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,853 shares; 2024Q4: 248,591 shares; 2025Q1: 105,329 shares; 2025Q2: 86,702 shares; 2025Q3: 100,232 shares; 2025Q4: 130,828 shares; 2026Q1: 131,253 shares 131,253 $6.33M 0.03% +425 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,631 shares; 2024Q4: 48,150 shares; 2025Q1: 50,365 shares; 2025Q2: 51,425 shares; 2025Q3: 48,857 shares; 2025Q4: 43,744 shares; 2026Q1: 33,228 shares 33,228 $6.3M 0.03% -10,516 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,107 shares; 2025Q1: 50,446 shares; 2025Q2: 61,783 shares; 2025Q3: 87,016 shares; 2025Q4: 121,946 shares; 2026Q1: 123,004 shares 123,004 $6.27M 0.03% +1,058 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: 82,562 shares; 2024Q4: 82,413 shares; 2025Q1: 82,525 shares; 2025Q2: 82,021 shares; 2025Q3: 82,784 shares; 2025Q4: 82,347 shares; 2026Q1: 77,369 shares 77,369 $6.26M 0.03% -4,978 Timeline SDVD 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: 267,822 shares; 2025Q3: 281,302 shares; 2025Q4: 293,408 shares; 2026Q1: 288,592 shares 288,592 $6.26M 0.03% -4,816 Timeline AVUS 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: 41,219 shares; 2024Q4: 41,234 shares; 2025Q1: 40,751 shares; 2025Q2: 69,743 shares; 2025Q3: 71,241 shares; 2025Q4: 72,362 shares; 2026Q1: 56,011 shares 56,011 $6.23M 0.03% -16,351 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: 39,650 shares; 2024Q4: 37,488 shares; 2025Q1: 34,113 shares; 2025Q2: 43,810 shares; 2025Q3: 43,480 shares; 2025Q4: 40,573 shares; 2026Q1: 43,888 shares 43,888 $6.21M 0.03% +3,315 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,078 shares; 2024Q4: 63,034 shares; 2025Q1: 62,025 shares; 2025Q2: 60,634 shares; 2025Q3: 58,134 shares; 2025Q4: 54,677 shares; 2026Q1: 52,317 shares 52,317 $6.2M 0.03% -2,360 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 4,572 shares; 2025Q1: 4,722 shares; 2025Q2: 4,063 shares; 2025Q3: 19,028 shares; 2025Q4: 35,287 shares; 2026Q1: 62,702 shares 62,702 $6.18M 0.03% +27,415 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,673 shares; 2024Q4: 46,517 shares; 2025Q1: 45,438 shares; 2025Q2: 47,245 shares; 2025Q3: 48,992 shares; 2025Q4: 54,101 shares; 2026Q1: 54,309 shares 54,309 $6.15M 0.03% +208 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: 123,201 shares; 2024Q4: 110,443 shares; 2025Q1: 250,889 shares; 2025Q2: 251,983 shares; 2025Q3: 254,465 shares; 2025Q4: 263,933 shares; 2026Q1: 253,392 shares 253,392 $6.14M 0.03% -10,541 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,929 shares; 2024Q4: 337,581 shares; 2025Q1: 359,329 shares; 2025Q2: 345,085 shares; 2025Q3: 347,066 shares; 2025Q4: 332,780 shares; 2026Q1: 339,619 shares 339,619 $6.12M 0.03% +6,839 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,781 shares; 2024Q4: 179,054 shares; 2025Q1: 194,607 shares; 2025Q2: 202,854 shares; 2025Q3: 194,522 shares; 2025Q4: 199,411 shares; 2026Q1: 182,292 shares 182,292 $6.11M 0.03% -17,119 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002,600 shares; 2024Q4: 896,289 shares; 2025Q1: 868,725 shares; 2025Q2: 200,521 shares; 2025Q3: 181,753 shares; 2025Q4: 141,460 shares; 2026Q1: 126,924 shares 126,924 $6.11M 0.03% -14,536 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,618 shares; 2024Q4: 66,473 shares; 2025Q1: 59,795 shares; 2025Q2: 59,915 shares; 2025Q3: 59,938 shares; 2025Q4: 62,785 shares; 2026Q1: 59,152 shares 59,152 $6.1M 0.03% -3,633 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: 26,101 shares; 2024Q4: 33,564 shares; 2025Q1: 71,003 shares; 2025Q2: 41,457 shares; 2025Q3: 57,439 shares; 2025Q4: 71,997 shares; 2026Q1: 48,866 shares 48,866 $6.1M 0.03% -23,131 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,195 shares; 2024Q4: 23,922 shares; 2025Q1: 23,490 shares; 2025Q2: 21,146 shares; 2025Q3: 21,803 shares; 2025Q4: 22,895 shares; 2026Q1: 22,918 shares 22,918 $6.1M 0.03% +23 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,227 shares; 2024Q4: 67,856 shares; 2025Q1: 103,773 shares; 2025Q2: 142,431 shares; 2025Q3: 136,485 shares; 2025Q4: 76,698 shares; 2026Q1: 60,859 shares 60,859 $6.05M 0.03% -15,839 Timeline SLQD 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: 102,429 shares; 2024Q4: 105,905 shares; 2025Q1: 102,550 shares; 2025Q2: 102,258 shares; 2025Q3: 108,557 shares; 2025Q4: 112,656 shares; 2026Q1: 119,580 shares 119,580 $6.04M 0.03% +6,924 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 36,890 shares; 2025Q1: 35,579 shares; 2025Q2: 35,459 shares; 2025Q3: 33,845 shares; 2025Q4: 32,558 shares; 2026Q1: 33,071 shares 33,071 $6.02M 0.03% +513 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: 44,983 shares; 2024Q4: 25,366 shares; 2025Q1: 25,963 shares; 2025Q2: 25,226 shares; 2025Q3: 27,259 shares; 2025Q4: 26,326 shares; 2026Q1: 25,578 shares 25,578 $5.99M 0.03% -748 Timeline EMM 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: 187,367 shares; 2024Q4: 188,332 shares; 2025Q1: 200,603 shares; 2025Q2: 209,706 shares; 2025Q3: 209,275 shares; 2025Q4: 180,131 shares; 2026Q1: 168,868 shares 168,868 $5.97M 0.03% -11,263 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,013 shares; 2024Q4: 77,295 shares; 2025Q1: 68,576 shares; 2025Q2: 66,025 shares; 2025Q3: 96,129 shares; 2025Q4: 94,655 shares; 2026Q1: 65,025 shares 65,025 $5.95M 0.03% -29,630 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,471 shares; 2025Q3: 163,044 shares; 2025Q4: 215,989 shares; 2026Q1: 212,233 shares 212,233 $5.95M 0.03% -3,756 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,551 shares; 2025Q2: 26,344 shares; 2025Q3: 30,402 shares; 2025Q4: 32,393 shares; 2026Q1: 30,167 shares 30,167 $5.95M 0.03% -2,226 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,382 shares; 2024Q4: 9,655 shares; 2025Q1: 11,258 shares; 2025Q2: 11,048 shares; 2025Q3: 13,326 shares; 2025Q4: 14,596 shares; 2026Q1: 13,997 shares 13,997 $5.94M 0.03% -599 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651,505 shares; 2024Q4: 667,922 shares; 2025Q1: 739,356 shares; 2025Q2: 677,822 shares; 2025Q3: 708,922 shares; 2025Q4: 740,833 shares; 2026Q1: 860,616 shares 860,616 $5.89M 0.03% +119,783 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 37,775 shares; 2025Q1: 41,930 shares; 2025Q2: 44,189 shares; 2025Q3: 50,204 shares; 2025Q4: 49,266 shares; 2026Q1: 46,162 shares 46,162 $5.83M 0.03% -3,104 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,514 shares; 2024Q4: 22,978 shares; 2025Q1: 23,838 shares; 2025Q2: 21,144 shares; 2025Q3: 22,422 shares; 2025Q4: 18,989 shares; 2026Q1: 18,452 shares 18,452 $5.8M 0.03% -537 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,955 shares; 2024Q4: 118,941 shares; 2025Q1: 111,116 shares; 2025Q2: 97,788 shares; 2025Q3: 124,178 shares; 2025Q4: 110,769 shares; 2026Q1: 110,279 shares 110,279 $5.8M 0.03% -490 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: 60,198 shares; 2024Q4: 61,026 shares; 2025Q1: 61,000 shares; 2025Q2: 61,577 shares; 2025Q3: 57,641 shares; 2025Q4: 59,244 shares; 2026Q1: 59,771 shares 59,771 $5.79M 0.03% +527 Timeline AFMC 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: 129,113 shares; 2025Q3: 140,231 shares; 2025Q4: 156,507 shares; 2026Q1: 162,344 shares 162,344 $5.76M 0.03% +5,837 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,952 shares; 2024Q4: 77,231 shares; 2025Q1: 78,011 shares; 2025Q2: 77,269 shares; 2025Q3: 79,095 shares; 2025Q4: 66,507 shares; 2026Q1: 67,564 shares 67,564 $5.76M 0.03% +1,057 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,838 shares; 2024Q4: 167,552 shares; 2025Q1: 162,943 shares; 2025Q2: 150,019 shares; 2025Q3: 142,339 shares; 2025Q4: 142,396 shares; 2026Q1: 140,180 shares 140,180 $5.75M 0.03% -2,216 Timeline IPKW 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: 31,206 shares; 2025Q1: 35,191 shares; 2025Q2: 54,997 shares; 2025Q3: 56,585 shares; 2025Q4: 65,678 shares; 2026Q1: 101,891 shares 101,891 $5.73M 0.03% +36,213 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,226 shares; 2024Q4: 103,358 shares; 2025Q1: 95,122 shares; 2025Q2: 93,487 shares; 2025Q3: 86,868 shares; 2025Q4: 82,390 shares; 2026Q1: 79,961 shares 79,961 $5.71M 0.03% -2,429 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,777 shares; 2024Q4: 68,536 shares; 2025Q1: 82,999 shares; 2025Q2: 67,652 shares; 2025Q3: 81,141 shares; 2025Q4: 102,306 shares; 2026Q1: 81,998 shares 81,998 $5.68M 0.03% -20,308 Timeline IMCG 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: 105,208 shares; 2024Q4: 211,353 shares; 2025Q1: 122,427 shares; 2025Q2: 130,413 shares; 2025Q3: 137,360 shares; 2025Q4: 129,370 shares; 2026Q1: 72,096 shares 72,096 $5.68M 0.03% -57,274 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,221 shares; 2024Q4: 133,729 shares; 2025Q1: 115,113 shares; 2025Q2: 120,770 shares; 2025Q3: 144,083 shares; 2025Q4: 147,503 shares; 2026Q1: 114,026 shares 114,026 $5.65M 0.03% -33,477 Timeline SHV 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: 97,505 shares; 2024Q4: 68,932 shares; 2025Q1: 71,415 shares; 2025Q2: 90,044 shares; 2025Q3: 85,377 shares; 2025Q4: 48,392 shares; 2026Q1: 51,178 shares 51,178 $5.65M 0.03% +2,786 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,092 shares; 2024Q4: 19,702 shares; 2025Q1: 19,907 shares; 2025Q2: 19,401 shares; 2025Q3: 20,003 shares; 2025Q4: 19,706 shares; 2026Q1: 19,634 shares 19,634 $5.63M 0.03% -72 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,258 shares; 2024Q4: 41,916 shares; 2025Q1: 43,307 shares; 2025Q2: 47,193 shares; 2025Q3: 44,489 shares; 2025Q4: 70,033 shares; 2026Q1: 74,475 shares 74,475 $5.59M 0.03% +4,442 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,089 shares; 2024Q4: 178,375 shares; 2025Q1: 151,162 shares; 2025Q2: 143,880 shares; 2025Q3: 138,995 shares; 2025Q4: 137,535 shares; 2026Q1: 118,774 shares 118,774 $5.58M 0.03% -18,761 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,062 shares; 2024Q4: 65,403 shares; 2025Q1: 77,252 shares; 2025Q2: 63,475 shares; 2025Q3: 58,789 shares; 2025Q4: 57,669 shares; 2026Q1: 58,263 shares 58,263 $5.58M 0.03% +594 Timeline TAN 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: 15,329 shares; 2024Q4: 14,642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,584 shares; 2025Q4: 94,647 shares; 2026Q1: 99,984 shares 99,984 $5.57M 0.03% +5,337 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,695 shares; 2024Q4: 214,281 shares; 2025Q1: 165,045 shares; 2025Q2: 160,555 shares; 2025Q3: 167,473 shares; 2025Q4: 169,483 shares; 2026Q1: 171,605 shares 171,605 $5.57M 0.03% +2,122 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,753 shares; 2025Q4: 210,317 shares; 2026Q1: 211,623 shares 211,623 $5.55M 0.03% +1,306 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,315 shares; 2024Q4: 113,129 shares; 2025Q1: 88,916 shares; 2025Q2: 90,491 shares; 2025Q3: 105,203 shares; 2025Q4: 113,441 shares; 2026Q1: 110,736 shares 110,736 $5.53M 0.03% -2,705 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,798 shares; 2026Q1: 117,563 shares 117,563 $5.53M 0.03% +29,765 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: 116,704 shares; 2024Q4: 62,628 shares; 2025Q1: 62,799 shares; 2025Q2: 82,876 shares; 2025Q3: 91,351 shares; 2025Q4: 58,151 shares; 2026Q1: 104,606 shares 104,606 $5.52M 0.03% +46,455 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: 113,766 shares; 2024Q4: 108,943 shares; 2025Q1: 109,339 shares; 2025Q2: 110,274 shares; 2025Q3: 111,516 shares; 2025Q4: 121,988 shares; 2026Q1: 121,082 shares 121,082 $5.52M 0.03% -906 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,318 shares; 2024Q4: 46,648 shares; 2025Q1: 43,649 shares; 2025Q2: 40,736 shares; 2025Q3: 39,760 shares; 2025Q4: 52,216 shares; 2026Q1: 72,124 shares 72,124 $5.51M 0.03% +19,908 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 8,113 shares; 2025Q1: 8,087 shares; 2025Q2: 8,837 shares; 2025Q3: 10,534 shares; 2025Q4: 11,368 shares; 2026Q1: 12,941 shares 12,941 $5.5M 0.03% +1,573 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,429 shares; 2024Q4: 24,956 shares; 2025Q1: 24,108 shares; 2025Q2: 23,190 shares; 2025Q3: 22,764 shares; 2025Q4: 22,824 shares; 2026Q1: 22,250 shares 22,250 $5.5M 0.03% -574 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,673 shares; 2024Q4: 144,199 shares; 2025Q1: 131,094 shares; 2025Q2: 129,871 shares; 2025Q3: 107,909 shares; 2025Q4: 102,380 shares; 2026Q1: 108,429 shares 108,429 $5.49M 0.03% +6,049 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,743 shares; 2025Q2: 82,010 shares; 2025Q3: 106,229 shares; 2025Q4: 130,078 shares; 2026Q1: 179,592 shares 179,592 $5.48M 0.03% +49,514 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,982 shares; 2024Q4: 58,831 shares; 2025Q1: 61,703 shares; 2025Q2: 58,353 shares; 2025Q3: 55,694 shares; 2025Q4: 54,386 shares; 2026Q1: 55,830 shares 55,830 $5.45M 0.03% +1,444 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: 79,780 shares; 2024Q4: 80,147 shares; 2025Q1: 81,975 shares; 2025Q2: 80,807 shares; 2025Q3: 80,788 shares; 2025Q4: 80,420 shares; 2026Q1: 77,010 shares 77,010 $5.45M 0.03% -3,410 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 16,077 shares; 2025Q1: 16,508 shares; 2025Q2: 15,242 shares; 2025Q3: 14,389 shares; 2025Q4: 14,560 shares; 2026Q1: 14,690 shares 14,690 $5.45M 0.03% +130 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,277 shares; 2025Q1: 5,939 shares; 2025Q2: 6,043 shares; 2025Q3: 5,740 shares; 2025Q4: 8,485 shares; 2026Q1: 49,095 shares 49,095 $5.44M 0.03% +40,610 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: 188,417 shares; 2024Q4: 142,316 shares; 2025Q1: 131,492 shares; 2025Q2: 140,633 shares; 2025Q3: 141,421 shares; 2025Q4: 139,147 shares; 2026Q1: 138,375 shares 138,375 $5.44M 0.03% -772 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: 248,567 shares; 2024Q4: 167,246 shares; 2025Q1: 360,581 shares; 2025Q2: 416,973 shares; 2025Q3: 388,552 shares; 2025Q4: 381,920 shares; 2026Q1: 133,095 shares 133,095 $5.43M 0.03% -248,825 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,155 shares; 2024Q4: 879,316 shares; 2025Q1: 407,894 shares; 2025Q2: 313,372 shares; 2025Q3: 324,263 shares; 2025Q4: 315,551 shares; 2026Q1: 305,134 shares 305,134 $5.42M 0.03% -10,417 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: 346,836 shares; 2024Q4: 277,544 shares; 2025Q1: 278,786 shares; 2025Q2: 319,649 shares; 2025Q3: 277,987 shares; 2025Q4: 292,975 shares; 2026Q1: 340,862 shares 340,862 $5.41M 0.03% +47,887 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,244 shares; 2024Q4: 55,849 shares; 2025Q1: 60,718 shares; 2025Q2: 52,574 shares; 2025Q3: 40,794 shares; 2025Q4: 48,652 shares; 2026Q1: 45,489 shares 45,489 $5.4M 0.03% -3,163 Timeline EFAV 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: 43,720 shares; 2024Q4: 40,353 shares; 2025Q1: 40,859 shares; 2025Q2: 41,115 shares; 2025Q3: 43,578 shares; 2025Q4: 45,808 shares; 2026Q1: 58,935 shares 58,935 $5.38M 0.03% +13,127 Timeline GRPM 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: 27,474 shares; 2024Q4: 33,975 shares; 2025Q1: 35,415 shares; 2025Q2: 70,828 shares; 2025Q3: 65,702 shares; 2025Q4: 74,144 shares; 2026Q1: 45,290 shares 45,290 $5.35M 0.03% -28,854 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,819 shares; 2024Q4: 77,746 shares; 2025Q1: 74,138 shares; 2025Q2: 72,663 shares; 2025Q3: 51,983 shares; 2025Q4: 57,062 shares; 2026Q1: 58,874 shares 58,874 $5.32M 0.02% +1,812 Timeline QYLD 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: 350,001 shares; 2024Q4: 353,081 shares; 2025Q1: 394,562 shares; 2025Q2: 345,308 shares; 2025Q3: 314,001 shares; 2025Q4: 327,075 shares; 2026Q1: 309,937 shares 309,937 $5.32M 0.02% -17,138 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: 17,031 shares; 2024Q4: 15,057 shares; 2025Q1: 33,357 shares; 2025Q2: 50,194 shares; 2025Q3: 51,662 shares; 2025Q4: 48,600 shares; 2026Q1: 51,380 shares 51,380 $5.31M 0.02% +2,780 Timeline DHS 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: 46,867 shares; 2024Q4: 40,498 shares; 2025Q1: 39,062 shares; 2025Q2: 63,591 shares; 2025Q3: 67,383 shares; 2025Q4: 72,236 shares; 2026Q1: 48,381 shares 48,381 $5.28M 0.02% -23,855 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,095 shares; 2024Q4: 174,365 shares; 2025Q1: 182,521 shares; 2025Q2: 188,742 shares; 2025Q3: 187,191 shares; 2025Q4: 193,363 shares; 2026Q1: 195,409 shares 195,409 $5.26M 0.02% +2,046 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,291 shares; 2024Q4: 10,120 shares; 2025Q1: 10,641 shares; 2025Q2: 12,057 shares; 2025Q3: 12,358 shares; 2025Q4: 13,610 shares; 2026Q1: 13,217 shares 13,217 $5.26M 0.02% -393 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,123 shares; 2024Q4: 239,011 shares; 2025Q1: 261,801 shares; 2025Q2: 270,706 shares; 2025Q3: 275,635 shares; 2025Q4: 277,286 shares; 2026Q1: 315,283 shares 315,283 $5.26M 0.02% +37,997 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,697 shares; 2024Q4: 174,178 shares; 2025Q1: 178,040 shares; 2025Q2: 177,497 shares; 2025Q3: 185,724 shares; 2025Q4: 206,194 shares; 2026Q1: 213,798 shares 213,798 $5.25M 0.02% +7,604 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,452 shares; 2024Q4: 68,936 shares; 2025Q1: 88,763 shares; 2025Q2: 93,273 shares; 2025Q3: 100,573 shares; 2025Q4: 104,174 shares; 2026Q1: 106,068 shares 106,068 $5.25M 0.02% +1,894 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 21,700 shares; 2025Q1: 43,452 shares; 2025Q2: 70,726 shares; 2025Q3: 73,490 shares; 2025Q4: 64,398 shares; 2026Q1: 63,637 shares 63,637 $5.25M 0.02% -761 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,696 shares; 2025Q1: 11,980 shares; 2025Q2: 16,330 shares; 2025Q3: 16,951 shares; 2025Q4: 17,996 shares; 2026Q1: 24,643 shares 24,643 $5.21M 0.02% +6,647 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 31,211 shares; 2025Q1: 29,625 shares; 2025Q2: 35,373 shares; 2025Q3: 36,643 shares; 2025Q4: 36,851 shares; 2026Q1: 35,932 shares 35,932 $5.2M 0.02% -919 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,226 shares; 2024Q4: 189,416 shares; 2025Q1: 166,773 shares; 2025Q2: 156,807 shares; 2025Q3: 118,167 shares; 2025Q4: 190,979 shares; 2026Q1: 178,590 shares 178,590 $5.19M 0.02% -12,389 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,109 shares; 2025Q1: 7,941 shares; 2025Q2: 7,276 shares; 2025Q3: 6,927 shares; 2025Q4: 7,238 shares; 2026Q1: 7,120 shares 7,120 $5.19M 0.02% -118 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,402 shares; 2024Q4: 100,658 shares; 2025Q1: 65,828 shares; 2025Q2: 77,458 shares; 2025Q3: 75,919 shares; 2025Q4: 88,270 shares; 2026Q1: 89,691 shares 89,691 $5.18M 0.02% +1,421 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: 28,528 shares; 2024Q4: 30,020 shares; 2025Q1: 42,305 shares; 2025Q2: 64,574 shares; 2025Q3: 62,622 shares; 2025Q4: 58,085 shares; 2026Q1: 42,864 shares 42,864 $5.18M 0.02% -15,221 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,146 shares; 2024Q4: 126,446 shares; 2025Q1: 119,446 shares; 2025Q2: 119,446 shares; 2025Q3: 119,446 shares; 2025Q4: 117,446 shares; 2026Q1: 126,527 shares 126,527 $5.15M 0.02% +9,081 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,381 shares; 2024Q4: 41,804 shares; 2025Q1: 41,386 shares; 2025Q2: 44,679 shares; 2025Q3: 45,539 shares; 2025Q4: 52,139 shares; 2026Q1: 54,508 shares 54,508 $5.14M 0.02% +2,369 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,070 shares; 2024Q4: 29,389 shares; 2025Q1: 31,904 shares; 2025Q2: 21,919 shares; 2025Q3: 26,724 shares; 2025Q4: 14,004 shares; 2026Q1: 36,570 shares 36,570 $5.13M 0.02% +22,566 Timeline PZA 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: 66,295 shares; 2024Q4: 63,162 shares; 2025Q1: 79,294 shares; 2025Q2: 142,660 shares; 2025Q3: 161,471 shares; 2025Q4: 165,451 shares; 2026Q1: 222,882 shares 222,882 $5.12M 0.02% +57,431 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,802 shares; 2024Q4: 174,046 shares; 2025Q1: 116,013 shares; 2025Q2: 113,562 shares; 2025Q3: 182,095 shares; 2025Q4: 253,156 shares; 2026Q1: 218,217 shares 218,217 $5.09M 0.02% -34,939 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510,837 shares; 2024Q4: 665,792 shares; 2025Q1: 831,076 shares; 2025Q2: 807,090 shares; 2025Q3: 880,166 shares; 2025Q4: 974,328 shares; 2026Q1: 600,354 shares 600,354 $5.08M 0.02% -373,974 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,747 shares; 2024Q4: 85,036 shares; 2025Q1: 108,418 shares; 2025Q2: 111,949 shares; 2025Q3: 118,113 shares; 2025Q4: 107,259 shares; 2026Q1: 106,662 shares 106,662 $5.07M 0.02% -597 Timeline BUFD 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: 398,370 shares; 2024Q4: 388,085 shares; 2025Q1: 402,715 shares; 2025Q2: 426,708 shares; 2025Q3: 437,833 shares; 2025Q4: 461,365 shares; 2026Q1: 181,152 shares 181,152 $5.07M 0.02% -280,213 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,121 shares; 2024Q4: 52,030 shares; 2025Q1: 82,054 shares; 2025Q2: 81,535 shares; 2025Q3: 84,157 shares; 2025Q4: 83,882 shares; 2026Q1: 81,658 shares 81,658 $5.07M 0.02% -2,224 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 3,921 shares; 2025Q1: 3,989 shares; 2025Q2: 2,938 shares; 2025Q3: 4,782 shares; 2025Q4: 4,633 shares; 2026Q1: 7,186 shares 7,186 $5.05M 0.02% +2,553 Timeline IOO 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: 52,555 shares; 2024Q4: 48,498 shares; 2025Q1: 42,632 shares; 2025Q2: 44,234 shares; 2025Q3: 44,529 shares; 2025Q4: 43,232 shares; 2026Q1: 41,524 shares 41,524 $5.02M 0.02% -1,708 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,616 shares; 2024Q4: 38,195 shares; 2025Q1: 38,951 shares; 2025Q2: 39,900 shares; 2025Q3: 38,157 shares; 2025Q4: 35,357 shares; 2026Q1: 31,899 shares 31,899 $5.02M 0.02% -3,458 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: 423,467 shares; 2024Q4: 372,543 shares; 2025Q1: 121,747 shares; 2025Q2: 116,494 shares; 2025Q3: 118,750 shares; 2025Q4: 118,413 shares; 2026Q1: 114,224 shares 114,224 $4.98M 0.02% -4,189 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,655 shares; 2025Q4: 20,655 shares; 2026Q1: 56,293 shares 56,293 $4.95M 0.02% +35,638 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,248 shares; 2024Q4: 10,605 shares; 2025Q1: 10,329 shares; 2025Q2: 14,257 shares; 2025Q3: 12,236 shares; 2025Q4: 14,531 shares; 2026Q1: 14,284 shares 14,284 $4.93M 0.02% -247 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,579 shares; 2024Q4: 127,538 shares; 2025Q1: 130,020 shares; 2025Q2: 127,892 shares; 2025Q3: 131,619 shares; 2025Q4: 149,683 shares; 2026Q1: 187,205 shares 187,205 $4.92M 0.02% +37,522 Timeline JCPI 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: 4,546 shares; 2025Q2: not reported; 2025Q3: 35,870 shares; 2025Q4: 70,200 shares; 2026Q1: 101,631 shares 101,631 $4.92M 0.02% +31,431 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,861 shares; 2025Q2: 83,789 shares; 2025Q3: 98,313 shares; 2025Q4: 91,030 shares; 2026Q1: 94,745 shares 94,745 $4.91M 0.02% +3,715 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,434 shares; 2024Q4: 81,255 shares; 2025Q1: 89,104 shares; 2025Q2: 54,067 shares; 2025Q3: 46,648 shares; 2025Q4: 54,888 shares; 2026Q1: 45,057 shares 45,057 $4.88M 0.02% -9,831 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,775 shares; 2025Q4: 73,907 shares; 2026Q1: 99,094 shares 99,094 $4.85M 0.02% +25,187 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,622 shares; 2024Q4: 78,880 shares; 2025Q1: 79,024 shares; 2025Q2: 40,812 shares; 2025Q3: 38,832 shares; 2025Q4: 37,421 shares; 2026Q1: 36,967 shares 36,967 $4.84M 0.02% -454 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,728 shares; 2024Q4: 43,793 shares; 2025Q1: 42,860 shares; 2025Q2: 42,197 shares; 2025Q3: 40,693 shares; 2025Q4: 38,995 shares; 2026Q1: 41,654 shares 41,654 $4.78M 0.02% +2,659 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: 65,251 shares; 2024Q4: 65,389 shares; 2025Q1: 85,008 shares; 2025Q2: 49,045 shares; 2025Q3: 46,402 shares; 2025Q4: 43,690 shares; 2026Q1: 43,578 shares 43,578 $4.73M 0.02% -112 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 3,664 shares; 2025Q1: 3,671 shares; 2025Q2: 3,792 shares; 2025Q3: 3,245 shares; 2025Q4: 3,094 shares; 2026Q1: 3,207 shares 3,207 $4.72M 0.02% +113 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 11,579 shares; 2025Q1: 14,254 shares; 2025Q2: 14,520 shares; 2025Q3: 27,239 shares; 2025Q4: 51,183 shares; 2026Q1: 65,855 shares 65,855 $4.72M 0.02% +14,672 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,903 shares; 2024Q4: 41,215 shares; 2025Q1: 64,193 shares; 2025Q2: 62,224 shares; 2025Q3: 61,183 shares; 2025Q4: 44,134 shares; 2026Q1: 43,926 shares 43,926 $4.71M 0.02% -208 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,604 shares; 2024Q4: 153,967 shares; 2025Q1: 88,651 shares; 2025Q2: 89,984 shares; 2025Q3: 90,285 shares; 2025Q4: 93,026 shares; 2026Q1: 100,191 shares 100,191 $4.71M 0.02% +7,165 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,338 shares; 2024Q4: 55,551 shares; 2025Q1: 55,179 shares; 2025Q2: 73,534 shares; 2025Q3: 80,316 shares; 2025Q4: 86,329 shares; 2026Q1: 97,010 shares 97,010 $4.67M 0.02% +10,681 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,009 shares; 2024Q4: 16,301 shares; 2025Q1: 17,193 shares; 2025Q2: 16,764 shares; 2025Q3: 16,913 shares; 2025Q4: 21,740 shares; 2026Q1: 20,268 shares 20,268 $4.67M 0.02% -1,472 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,683 shares; 2024Q4: 39,876 shares; 2025Q1: 40,993 shares; 2025Q2: 35,868 shares; 2025Q3: 33,189 shares; 2025Q4: 35,423 shares; 2026Q1: 35,244 shares 35,244 $4.67M 0.02% -179 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 3,158 shares; 2025Q1: 3,326 shares; 2025Q2: 44,695 shares; 2025Q3: 45,873 shares; 2025Q4: 48,648 shares; 2026Q1: 50,347 shares 50,347 $4.65M 0.02% +1,699 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,153 shares; 2024Q4: 139,231 shares; 2025Q1: 109,952 shares; 2025Q2: 137,404 shares; 2025Q3: 177,088 shares; 2025Q4: 247,909 shares; 2026Q1: 268,190 shares 268,190 $4.65M 0.02% +20,281 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,133 shares; 2024Q4: 32,092 shares; 2025Q1: 32,261 shares; 2025Q2: 33,734 shares; 2025Q3: 33,974 shares; 2025Q4: 29,639 shares; 2026Q1: 24,896 shares 24,896 $4.64M 0.02% -4,743 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,800 shares; 2025Q4: 18,950 shares; 2026Q1: 226,313 shares 226,313 $4.64M 0.02% +207,363 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: 22,948 shares; 2024Q4: 22,398 shares; 2025Q1: 21,642 shares; 2025Q2: 20,917 shares; 2025Q3: 20,361 shares; 2025Q4: 20,866 shares; 2026Q1: 19,630 shares 19,630 $4.64M 0.02% -1,236 Timeline RWK 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: 63,877 shares; 2024Q4: 64,377 shares; 2025Q1: 71,349 shares; 2025Q2: 39,618 shares; 2025Q3: 37,593 shares; 2025Q4: 36,345 shares; 2026Q1: 36,135 shares 36,135 $4.63M 0.02% -210 Timeline EES 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: 69,440 shares; 2024Q4: 67,470 shares; 2025Q1: 61,666 shares; 2025Q2: 64,768 shares; 2025Q3: 62,227 shares; 2025Q4: 73,194 shares; 2026Q1: 79,828 shares 79,828 $4.63M 0.02% +6,634 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,406 shares; 2024Q4: 435,387 shares; 2025Q1: 315,163 shares; 2025Q2: 255,837 shares; 2025Q3: 152,449 shares; 2025Q4: 107,635 shares; 2026Q1: 103,242 shares 103,242 $4.63M 0.02% -4,393 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: 83,972 shares; 2024Q4: 87,286 shares; 2025Q1: 90,739 shares; 2025Q2: 60,928 shares; 2025Q3: 59,641 shares; 2025Q4: 55,267 shares; 2026Q1: 50,803 shares 50,803 $4.62M 0.02% -4,464 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 19,143 shares; 2025Q1: 18,059 shares; 2025Q2: 18,698 shares; 2025Q3: 22,107 shares; 2025Q4: 23,421 shares; 2026Q1: 23,353 shares 23,353 $4.62M 0.02% -68 Timeline SCZ 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: 30,470 shares; 2024Q4: 27,299 shares; 2025Q1: 26,974 shares; 2025Q2: 69,279 shares; 2025Q3: 64,535 shares; 2025Q4: 64,282 shares; 2026Q1: 58,875 shares 58,875 $4.62M 0.02% -5,407 Timeline PGF 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: 536,354 shares; 2024Q4: 460,620 shares; 2025Q1: 446,768 shares; 2025Q2: 370,136 shares; 2025Q3: 339,025 shares; 2025Q4: 342,877 shares; 2026Q1: 335,492 shares 335,492 $4.62M 0.02% -7,385 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,622 shares; 2024Q4: 41,380 shares; 2025Q1: 42,348 shares; 2025Q2: 44,936 shares; 2025Q3: 43,756 shares; 2025Q4: 92,092 shares; 2026Q1: 92,261 shares 92,261 $4.61M 0.02% +169 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 8,592 shares; 2025Q1: 9,904 shares; 2025Q2: 24,530 shares; 2025Q3: 26,164 shares; 2025Q4: 29,545 shares; 2026Q1: 25,238 shares 25,238 $4.6M 0.02% -4,307 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,461 shares; 2025Q1: 37,273 shares; 2025Q2: 59,855 shares; 2025Q3: 76,869 shares; 2025Q4: 115,246 shares; 2026Q1: 120,995 shares 120,995 $4.6M 0.02% +5,749 Timeline FEZ 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: 85,140 shares; 2024Q4: 82,971 shares; 2025Q1: 83,826 shares; 2025Q2: 82,738 shares; 2025Q3: 84,853 shares; 2025Q4: 80,358 shares; 2026Q1: 74,038 shares 74,038 $4.6M 0.02% -6,320 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,543 shares; 2024Q4: 117,252 shares; 2025Q1: 107,753 shares; 2025Q2: 102,785 shares; 2025Q3: 105,876 shares; 2025Q4: 101,969 shares; 2026Q1: 88,315 shares 88,315 $4.59M 0.02% -13,654 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,094 shares; 2024Q4: 28,795 shares; 2025Q1: 27,561 shares; 2025Q2: 24,580 shares; 2025Q3: 30,740 shares; 2025Q4: 26,400 shares; 2026Q1: 27,200 shares 27,200 $4.59M 0.02% +800 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,965 shares; 2024Q4: 78,197 shares; 2025Q1: 55,296 shares; 2025Q2: 55,192 shares; 2025Q3: 55,572 shares; 2025Q4: 54,687 shares; 2026Q1: 54,858 shares 54,858 $4.58M 0.02% +171 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,523 shares; 2025Q2: 92,483 shares; 2025Q3: 77,410 shares; 2025Q4: 82,302 shares; 2026Q1: 84,885 shares 84,885 $4.58M 0.02% +2,583 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: 41,021 shares; 2024Q4: 54,698 shares; 2025Q1: 53,752 shares; 2025Q2: 76,182 shares; 2025Q3: 91,521 shares; 2025Q4: 117,269 shares; 2026Q1: 128,021 shares 128,021 $4.55M 0.02% +10,752 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,276 shares; 2024Q4: 22,039 shares; 2025Q1: 21,714 shares; 2025Q2: 22,075 shares; 2025Q3: 20,501 shares; 2025Q4: 20,458 shares; 2026Q1: 16,146 shares 16,146 $4.55M 0.02% -4,312 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 9,910 shares; 2025Q1: 10,741 shares; 2025Q2: 13,219 shares; 2025Q3: 12,576 shares; 2025Q4: 14,016 shares; 2026Q1: 16,507 shares 16,507 $4.54M 0.02% +2,491 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,991 shares; 2024Q4: 66,571 shares; 2025Q1: 75,623 shares; 2025Q2: 93,006 shares; 2025Q3: 102,830 shares; 2025Q4: 106,579 shares; 2026Q1: 126,404 shares 126,404 $4.51M 0.02% +19,825 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,142 shares; 2024Q4: 53,943 shares; 2025Q1: 52,464 shares; 2025Q2: 57,189 shares; 2025Q3: 62,660 shares; 2025Q4: 63,534 shares; 2026Q1: 56,646 shares 56,646 $4.5M 0.02% -6,888 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894,704 shares; 2024Q4: 884,781 shares; 2025Q1: 688,563 shares; 2025Q2: 741,871 shares; 2025Q3: 609,280 shares; 2025Q4: 496,020 shares; 2026Q1: 441,365 shares 441,365 $4.49M 0.02% -54,655 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 12,490 shares; 2025Q3: 54,752 shares; 2025Q4: 102,892 shares; 2026Q1: 155,483 shares 155,483 $4.49M 0.02% +52,591 Timeline SPLB 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: 315,526 shares; 2024Q4: 349,968 shares; 2025Q1: 244,417 shares; 2025Q2: 230,197 shares; 2025Q3: 212,418 shares; 2025Q4: 228,685 shares; 2026Q1: 201,671 shares 201,671 $4.48M 0.02% -27,014 Timeline DFSD 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: 82,380 shares; 2024Q4: 83,926 shares; 2025Q1: 91,774 shares; 2025Q2: 102,700 shares; 2025Q3: 97,890 shares; 2025Q4: 100,777 shares; 2026Q1: 93,494 shares 93,494 $4.48M 0.02% -7,283 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,739 shares; 2024Q4: 385,332 shares; 2025Q1: 589,686 shares; 2025Q2: 1,516,463 shares; 2025Q3: 1,546,380 shares; 2025Q4: 1,705,376 shares; 2026Q1: 1,711,638 shares 1,711,638 $4.47M 0.02% +6,262 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,315 shares; 2024Q4: 34,105 shares; 2025Q1: 29,052 shares; 2025Q2: 25,001 shares; 2025Q3: 24,278 shares; 2025Q4: 23,046 shares; 2026Q1: 20,614 shares 20,614 $4.47M 0.02% -2,432 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,286 shares; 2024Q4: 100,349 shares; 2025Q1: 103,285 shares; 2025Q2: 102,828 shares; 2025Q3: 99,833 shares; 2025Q4: 94,408 shares; 2026Q1: 96,494 shares 96,494 $4.46M 0.02% +2,086 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,916 shares; 2024Q4: 27,896 shares; 2025Q1: 29,653 shares; 2025Q2: 30,072 shares; 2025Q3: 34,239 shares; 2025Q4: 33,498 shares; 2026Q1: 33,993 shares 33,993 $4.46M 0.02% +495 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 510 shares; 2025Q1: 5,480 shares; 2025Q2: 5,969 shares; 2025Q3: 5,457 shares; 2025Q4: 4,607 shares; 2026Q1: 4,077 shares 4,077 $4.46M 0.02% -530 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,710 shares; 2024Q4: 17,840 shares; 2025Q1: 18,007 shares; 2025Q2: 18,066 shares; 2025Q3: 17,068 shares; 2025Q4: 17,325 shares; 2026Q1: 21,498 shares 21,498 $4.46M 0.02% +4,173 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,915 shares; 2024Q4: 148,763 shares; 2025Q1: 155,805 shares; 2025Q2: 177,553 shares; 2025Q3: 176,371 shares; 2025Q4: 171,097 shares; 2026Q1: 185,024 shares 185,024 $4.43M 0.02% +13,927 Timeline NTSX 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: 85,712 shares; 2024Q4: 84,338 shares; 2025Q1: 75,740 shares; 2025Q2: 78,508 shares; 2025Q3: 80,790 shares; 2025Q4: 80,575 shares; 2026Q1: 84,855 shares 84,855 $4.43M 0.02% +4,280 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,265 shares; 2024Q4: 230,869 shares; 2025Q1: 250,176 shares; 2025Q2: 149,429 shares; 2025Q3: 148,800 shares; 2025Q4: 173,686 shares; 2026Q1: 175,804 shares 175,804 $4.4M 0.02% +2,118 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,821 shares; 2024Q4: 223,564 shares; 2025Q1: 267,439 shares; 2025Q2: 215,220 shares; 2025Q3: 210,268 shares; 2025Q4: 211,553 shares; 2026Q1: 235,211 shares 235,211 $4.39M 0.02% +23,658 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,133 shares; 2026Q1: 37,930 shares 37,930 $4.38M 0.02% -1,203 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,235 shares; 2024Q4: 22,324 shares; 2025Q1: 23,161 shares; 2025Q2: 23,691 shares; 2025Q3: 21,264 shares; 2025Q4: 22,022 shares; 2026Q1: 20,814 shares 20,814 $4.37M 0.02% -1,208 Timeline BLV 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: 23,431 shares; 2024Q4: 22,819 shares; 2025Q1: 23,898 shares; 2025Q2: 26,399 shares; 2025Q3: 30,791 shares; 2025Q4: 60,935 shares; 2026Q1: 63,267 shares 63,267 $4.35M 0.02% +2,332 Timeline DFIS 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: 64,881 shares; 2024Q4: 84,032 shares; 2025Q1: 91,984 shares; 2025Q2: 106,376 shares; 2025Q3: 118,320 shares; 2025Q4: 121,846 shares; 2026Q1: 129,015 shares 129,015 $4.34M 0.02% +7,169 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: 23,911 shares; 2024Q4: 24,702 shares; 2025Q1: 25,280 shares; 2025Q2: 57,054 shares; 2025Q3: 64,585 shares; 2025Q4: 80,006 shares; 2026Q1: 83,053 shares 83,053 $4.33M 0.02% +3,047 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,708 shares; 2024Q4: 150,174 shares; 2025Q1: 155,145 shares; 2025Q2: 158,839 shares; 2025Q3: 164,234 shares; 2025Q4: 170,177 shares; 2026Q1: 179,784 shares 179,784 $4.31M 0.02% +9,607 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: 693,060 shares; 2024Q4: 779,710 shares; 2025Q1: 197,064 shares; 2025Q2: 139,377 shares; 2025Q3: 142,935 shares; 2025Q4: 142,234 shares; 2026Q1: 148,144 shares 148,144 $4.3M 0.02% +5,910 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,296 shares 85,296 $4.3M 0.02% new 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: 21,039 shares; 2024Q4: 25,460 shares; 2025Q1: 66,349 shares; 2025Q2: 23,174 shares; 2025Q3: 56,603 shares; 2025Q4: 91,794 shares; 2026Q1: 85,898 shares 85,898 $4.3M 0.02% -5,896 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,647 shares; 2024Q4: 88,622 shares; 2025Q1: 86,715 shares; 2025Q2: 84,384 shares; 2025Q3: 82,339 shares; 2025Q4: 81,070 shares; 2026Q1: 77,201 shares 77,201 $4.3M 0.02% -3,869 Timeline DIVI 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: 160,901 shares; 2024Q4: 133,794 shares; 2025Q1: 148,838 shares; 2025Q2: 97,106 shares; 2025Q3: 118,365 shares; 2025Q4: 113,301 shares; 2026Q1: 107,275 shares 107,275 $4.27M 0.02% -6,026 Timeline RDCM RADCOM LTD More: the full row for RADCOM 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: 280,058 shares; 2025Q4: 343,647 shares; 2026Q1: 351,019 shares 351,019 $4.27M 0.02% +7,372 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,659 shares; 2024Q4: 73,569 shares; 2025Q1: 83,609 shares; 2025Q2: 73,941 shares; 2025Q3: 82,348 shares; 2025Q4: 86,569 shares; 2026Q1: 89,450 shares 89,450 $4.25M 0.02% +2,881 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,904 shares; 2024Q4: 129,046 shares; 2025Q1: 105,231 shares; 2025Q2: 102,180 shares; 2025Q3: 100,456 shares; 2025Q4: 101,916 shares; 2026Q1: 105,587 shares 105,587 $4.23M 0.02% +3,671 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 10,063 shares; 2025Q1: 10,554 shares; 2025Q2: 10,853 shares; 2025Q3: 10,553 shares; 2025Q4: 10,152 shares; 2026Q1: 8,099 shares 8,099 $4.23M 0.02% -2,053 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,015 shares; 2025Q3: 96,613 shares; 2025Q4: 204,147 shares; 2026Q1: 205,089 shares 205,089 $4.22M 0.02% +942 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,932 shares; 2025Q4: 141,104 shares; 2026Q1: 213,430 shares 213,430 $4.22M 0.02% +72,326 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,769 shares; 2024Q4: 125,954 shares; 2025Q1: 171,359 shares; 2025Q2: 187,981 shares; 2025Q3: 209,883 shares; 2025Q4: 87,486 shares; 2026Q1: 82,335 shares 82,335 $4.19M 0.02% -5,151 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,100 shares; 2024Q4: 627,992 shares; 2025Q1: 839,285 shares; 2025Q2: 1,231,438 shares; 2025Q3: 1,287,332 shares; 2025Q4: 1,376,089 shares; 2026Q1: 1,425,641 shares 1,425,641 $4.19M 0.02% +49,552 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: 43,996 shares; 2024Q4: 45,347 shares; 2025Q1: 43,846 shares; 2025Q2: 42,722 shares; 2025Q3: 40,811 shares; 2025Q4: 37,789 shares; 2026Q1: 36,627 shares 36,627 $4.19M 0.02% -1,162 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,203 shares; 2025Q4: 39,358 shares; 2026Q1: 37,035 shares 37,035 $4.17M 0.02% -2,323 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: 15,242 shares; 2024Q4: 15,161 shares; 2025Q1: 14,628 shares; 2025Q2: 13,442 shares; 2025Q3: 13,246 shares; 2025Q4: 12,496 shares; 2026Q1: 11,617 shares 11,617 $4.17M 0.02% -879 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,853 shares; 2024Q4: 359,636 shares; 2025Q1: 464,303 shares; 2025Q2: 572,887 shares; 2025Q3: 707,202 shares; 2025Q4: 768,643 shares; 2026Q1: 782,421 shares 782,421 $4.16M 0.02% +13,778 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,845 shares; 2024Q4: 198,822 shares; 2025Q1: 165,473 shares; 2025Q2: 37,691 shares; 2025Q3: 46,189 shares; 2025Q4: 44,360 shares; 2026Q1: 32,456 shares 32,456 $4.15M 0.02% -11,904 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,660 shares; 2024Q4: 95,073 shares; 2025Q1: 167,704 shares; 2025Q2: 86,920 shares; 2025Q3: 90,655 shares; 2025Q4: 88,971 shares; 2026Q1: 90,780 shares 90,780 $4.13M 0.02% +1,809 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,105 shares; 2024Q4: 75,269 shares; 2025Q1: 74,179 shares; 2025Q2: 76,783 shares; 2025Q3: 76,879 shares; 2025Q4: 73,199 shares; 2026Q1: 73,111 shares 73,111 $4.12M 0.02% -88 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,893 shares; 2024Q4: 58,451 shares; 2025Q1: 62,069 shares; 2025Q2: 65,084 shares; 2025Q3: 72,084 shares; 2025Q4: 73,134 shares; 2026Q1: 67,156 shares 67,156 $4.11M 0.02% -5,978 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,698 shares; 2024Q4: 550,126 shares; 2025Q1: 619,577 shares; 2025Q2: 670,161 shares; 2025Q3: 695,567 shares; 2025Q4: 712,523 shares; 2026Q1: 735,486 shares 735,486 $4.1M 0.02% +22,963 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: 23,977 shares; 2024Q4: 23,785 shares; 2025Q1: 23,256 shares; 2025Q2: 23,764 shares; 2025Q3: 23,157 shares; 2025Q4: 23,766 shares; 2026Q1: 21,605 shares 21,605 $4.1M 0.02% -2,161 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,412 shares; 2024Q4: 52,940 shares; 2025Q1: 59,007 shares; 2025Q2: 63,747 shares; 2025Q3: 74,230 shares; 2025Q4: 77,369 shares; 2026Q1: 85,593 shares 85,593 $4.07M 0.02% +8,224 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,047 shares; 2024Q4: 27,148 shares; 2025Q1: 26,324 shares; 2025Q2: 31,068 shares; 2025Q3: 27,455 shares; 2025Q4: 28,766 shares; 2026Q1: 59,294 shares 59,294 $4.06M 0.02% +30,528 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,422 shares; 2024Q4: 37,446 shares; 2025Q1: 38,938 shares; 2025Q2: 42,212 shares; 2025Q3: 42,318 shares; 2025Q4: 78,844 shares; 2026Q1: 94,911 shares 94,911 $4.04M 0.02% +16,067 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,397 shares; 2024Q4: 151,337 shares; 2025Q1: 149,669 shares; 2025Q2: 125,258 shares; 2025Q3: 127,321 shares; 2025Q4: 120,976 shares; 2026Q1: 88,744 shares 88,744 $4.01M 0.02% -32,232 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,769 shares; 2024Q4: 83,691 shares; 2025Q1: 77,291 shares; 2025Q2: 43,030 shares; 2025Q3: 2,480 shares; 2025Q4: 17,032 shares; 2026Q1: 36,915 shares 36,915 $4.01M 0.02% +19,883 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: 15,821 shares; 2024Q4: 18,617 shares; 2025Q1: 33,308 shares; 2025Q2: 24,813 shares; 2025Q3: 33,934 shares; 2025Q4: 27,763 shares; 2026Q1: 22,937 shares 22,937 $4.01M 0.02% -4,826 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,955 shares; 2024Q4: 114,020 shares; 2025Q1: 106,811 shares; 2025Q2: 115,773 shares; 2025Q3: 140,151 shares; 2025Q4: 203,048 shares; 2026Q1: 199,029 shares 199,029 $3.96M 0.02% -4,019 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,040 shares; 2025Q2: 28,994 shares; 2025Q3: 45,907 shares; 2025Q4: 60,914 shares; 2026Q1: 44,004 shares 44,004 $3.96M 0.02% -16,910 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,941 shares; 2024Q4: 100,496 shares; 2025Q1: 95,795 shares; 2025Q2: 100,211 shares; 2025Q3: 115,937 shares; 2025Q4: 111,933 shares; 2026Q1: 95,031 shares 95,031 $3.96M 0.02% -16,902 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,221 shares; 2024Q4: 13,995 shares; 2025Q1: 15,645 shares; 2025Q2: 14,928 shares; 2025Q3: 15,372 shares; 2025Q4: 13,898 shares; 2026Q1: 14,836 shares 14,836 $3.96M 0.02% +938 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: 23,976 shares; 2024Q4: 25,349 shares; 2025Q1: 25,228 shares; 2025Q2: 25,302 shares; 2025Q3: 24,904 shares; 2025Q4: 25,111 shares; 2026Q1: 24,797 shares 24,797 $3.93M 0.02% -314 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,298 shares; 2024Q4: 81,551 shares; 2025Q1: 209,181 shares; 2025Q2: 208,957 shares; 2025Q3: 216,190 shares; 2025Q4: 210,541 shares; 2026Q1: 207,581 shares 207,581 $3.92M 0.02% -2,960 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,535 shares; 2024Q4: 23,424 shares; 2025Q1: 20,854 shares; 2025Q2: 16,120 shares; 2025Q3: 24,878 shares; 2025Q4: 52,300 shares; 2026Q1: 107,736 shares 107,736 $3.89M 0.02% +55,436 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,661 shares; 2024Q4: 64,561 shares; 2025Q1: 73,740 shares; 2025Q2: 80,589 shares; 2025Q3: 78,244 shares; 2025Q4: 84,170 shares; 2026Q1: 78,723 shares 78,723 $3.86M 0.02% -5,447 Timeline JPIB 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: 26,255 shares; 2024Q4: 43,739 shares; 2025Q1: 45,734 shares; 2025Q2: 51,153 shares; 2025Q3: 41,753 shares; 2025Q4: 96,234 shares; 2026Q1: 80,496 shares 80,496 $3.85M 0.02% -15,738 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,464 shares; 2024Q4: 73,896 shares; 2025Q1: 73,589 shares; 2025Q2: 71,627 shares; 2025Q3: 72,820 shares; 2025Q4: 81,941 shares; 2026Q1: 83,842 shares 83,842 $3.84M 0.02% +1,901 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,703 shares; 2024Q4: 167,935 shares; 2025Q1: 171,807 shares; 2025Q2: 177,155 shares; 2025Q3: 169,957 shares; 2025Q4: 169,158 shares; 2026Q1: 171,281 shares 171,281 $3.82M 0.02% +2,123 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,660 shares; 2026Q1: 55,765 shares 55,765 $3.81M 0.02% +105 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: 317,460 shares; 2024Q4: 264,946 shares; 2025Q1: 228,241 shares; 2025Q2: 198,059 shares; 2025Q3: 87,242 shares; 2025Q4: 84,499 shares; 2026Q1: 83,979 shares 83,979 $3.8M 0.02% -520 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 18,454 shares; 2025Q1: 25,250 shares; 2025Q2: 27,519 shares; 2025Q3: 31,672 shares; 2025Q4: 34,771 shares; 2026Q1: 33,757 shares 33,757 $3.79M 0.02% -1,014 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,417 shares; 2024Q4: 8,998 shares; 2025Q1: 10,551 shares; 2025Q2: 11,454 shares; 2025Q3: 10,308 shares; 2025Q4: 10,049 shares; 2026Q1: 8,759 shares 8,759 $3.79M 0.02% -1,290 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,315 shares; 2024Q4: 70,017 shares; 2025Q1: 62,827 shares; 2025Q2: 61,839 shares; 2025Q3: 59,634 shares; 2025Q4: 89,817 shares; 2026Q1: 64,409 shares 64,409 $3.79M 0.02% -25,408 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,349 shares; 2024Q4: 33,724 shares; 2025Q1: 37,954 shares; 2025Q2: 37,079 shares; 2025Q3: 37,877 shares; 2025Q4: 32,197 shares; 2026Q1: 33,699 shares 33,699 $3.78M 0.02% +1,502 Timeline XYLD 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: 239,861 shares; 2024Q4: 276,470 shares; 2025Q1: 366,576 shares; 2025Q2: 210,883 shares; 2025Q3: 199,201 shares; 2025Q4: 193,350 shares; 2026Q1: 96,651 shares 96,651 $3.78M 0.02% -96,699 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,464 shares; 2024Q4: 53,675 shares; 2025Q1: 427,004 shares; 2025Q2: 649,039 shares; 2025Q3: 643,499 shares; 2025Q4: 127,452 shares; 2026Q1: 125,127 shares 125,127 $3.78M 0.02% -2,325 Timeline PTNQ 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: 51,334 shares; 2024Q4: 55,299 shares; 2025Q1: 53,453 shares; 2025Q2: 55,026 shares; 2025Q3: 51,561 shares; 2025Q4: 51,192 shares; 2026Q1: 51,761 shares 51,761 $3.78M 0.02% +569 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 11,454 shares; 2025Q1: 13,934 shares; 2025Q2: 15,374 shares; 2025Q3: 38,608 shares; 2025Q4: 17,008 shares; 2026Q1: 19,004 shares 19,004 $3.77M 0.02% +1,996 Timeline SARK INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,245 shares; 2025Q4: 50,279 shares; 2026Q1: 113,641 shares 113,641 $3.77M 0.02% +63,362 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,210 shares; 2025Q1: 7,452 shares; 2025Q2: 7,204 shares; 2025Q3: 7,364 shares; 2025Q4: 8,694 shares; 2026Q1: 8,433 shares 8,433 $3.77M 0.02% -261 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,163 shares; 2025Q3: 39,742 shares; 2025Q4: 91,679 shares; 2026Q1: 157,594 shares 157,594 $3.76M 0.02% +65,915 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,715 shares; 2025Q3: 63,898 shares; 2025Q4: 47,990 shares; 2026Q1: 48,261 shares 48,261 $3.74M 0.02% +271 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 13,416 shares; 2025Q1: 18,230 shares; 2025Q2: 14,520 shares; 2025Q3: 26,201 shares; 2025Q4: 36,036 shares; 2026Q1: 36,926 shares 36,926 $3.73M 0.02% +890 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,060 shares; 2024Q4: 117,546 shares; 2025Q1: 170,924 shares; 2025Q2: 200,068 shares; 2025Q3: 237,181 shares; 2025Q4: 284,440 shares; 2026Q1: 286,227 shares 286,227 $3.7M 0.02% +1,787 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,351 shares; 2024Q4: 409,900 shares; 2025Q1: 339,532 shares; 2025Q2: 317,534 shares; 2025Q3: 279,046 shares; 2025Q4: 266,424 shares; 2026Q1: 320,204 shares 320,204 $3.7M 0.02% +53,780 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 5,972 shares; 2025Q1: 5,587 shares; 2025Q2: 5,372 shares; 2025Q3: 5,716 shares; 2025Q4: 6,677 shares; 2026Q1: 8,273 shares 8,273 $3.68M 0.02% +1,596 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,440 shares; 2024Q4: 18,287 shares; 2025Q1: 21,892 shares; 2025Q2: 22,904 shares; 2025Q3: 23,161 shares; 2025Q4: 26,253 shares; 2026Q1: 18,079 shares 18,079 $3.67M 0.02% -8,174 Timeline PBUS 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: 183,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,723 shares 55,723 $3.63M 0.02% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,207 shares; 2024Q4: 30,974 shares; 2025Q1: 31,770 shares; 2025Q2: 40,747 shares; 2025Q3: 31,871 shares; 2025Q4: 31,512 shares; 2026Q1: 36,244 shares 36,244 $3.63M 0.02% +4,732 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: 18,349 shares; 2024Q4: 17,530 shares; 2025Q1: 18,811 shares; 2025Q2: 22,593 shares; 2025Q3: 18,050 shares; 2025Q4: 21,693 shares; 2026Q1: 21,383 shares 21,383 $3.62M 0.02% -310 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,621 shares; 2024Q4: 122,295 shares; 2025Q1: 125,792 shares; 2025Q2: 151,280 shares; 2025Q3: 158,286 shares; 2025Q4: 163,359 shares; 2026Q1: 165,139 shares 165,139 $3.61M 0.02% +1,780 Timeline IGF 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: 6,034 shares; 2024Q4: 4,714 shares; 2025Q1: 26,985 shares; 2025Q2: 31,970 shares; 2025Q3: 34,936 shares; 2025Q4: 15,573 shares; 2026Q1: 53,628 shares 53,628 $3.59M 0.02% +38,055 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,314 shares; 2026Q1: 71,130 shares 71,130 $3.59M 0.02% +47,816 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,840 shares; 2024Q4: 38,811 shares; 2025Q1: 40,445 shares; 2025Q2: 43,208 shares; 2025Q3: 41,857 shares; 2025Q4: 51,764 shares; 2026Q1: 46,181 shares 46,181 $3.58M 0.02% -5,583 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,889 shares; 2024Q4: 33,451 shares; 2025Q1: 95,919 shares; 2025Q2: 62,247 shares; 2025Q3: 64,612 shares; 2025Q4: 66,207 shares; 2026Q1: 66,273 shares 66,273 $3.57M 0.02% +66 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,342 shares 20,342 $3.57M 0.02% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,710 shares; 2024Q4: 30,680 shares; 2025Q1: 28,615 shares; 2025Q2: 26,621 shares; 2025Q3: 26,760 shares; 2025Q4: 20,031 shares; 2026Q1: 20,526 shares 20,526 $3.55M 0.02% +495 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,792 shares; 2024Q4: 63,820 shares; 2025Q1: 58,730 shares; 2025Q2: 54,978 shares; 2025Q3: 55,735 shares; 2025Q4: 55,420 shares; 2026Q1: 53,210 shares 53,210 $3.54M 0.02% -2,210 Timeline BSJQ 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: 86,245 shares; 2024Q4: 117,985 shares; 2025Q1: 141,632 shares; 2025Q2: 151,659 shares; 2025Q3: 153,602 shares; 2025Q4: 150,472 shares; 2026Q1: 152,380 shares 152,380 $3.53M 0.02% +1,908 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,703 shares; 2025Q1: 3,792 shares; 2025Q2: 3,912 shares; 2025Q3: 4,508 shares; 2025Q4: 4,660 shares; 2026Q1: 4,840 shares 4,840 $3.52M 0.02% +180 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,764 shares; 2024Q4: 89,871 shares; 2025Q1: 78,170 shares; 2025Q2: 74,884 shares; 2025Q3: 83,294 shares; 2025Q4: 81,929 shares; 2026Q1: 81,598 shares 81,598 $3.52M 0.02% -331 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,282 shares; 2024Q4: 16,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172,134 shares; 2026Q1: 264,421 shares 264,421 $3.52M 0.02% +92,287 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,216 shares; 2024Q4: 91,825 shares; 2025Q1: 92,211 shares; 2025Q2: 120,948 shares; 2025Q3: 112,734 shares; 2025Q4: 104,593 shares; 2026Q1: 69,800 shares 69,800 $3.51M 0.02% -34,793 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 28,177 shares; 2025Q1: 27,405 shares; 2025Q2: 28,296 shares; 2025Q3: 31,474 shares; 2025Q4: 29,300 shares; 2026Q1: 29,067 shares 29,067 $3.51M 0.02% -233 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: 81,687 shares; 2024Q4: 68,302 shares; 2025Q1: 64,313 shares; 2025Q2: 67,809 shares; 2025Q3: 67,685 shares; 2025Q4: 55,613 shares; 2026Q1: 53,887 shares 53,887 $3.5M 0.02% -1,726 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,175 shares; 2024Q4: 37,632 shares; 2025Q1: 36,826 shares; 2025Q2: 38,120 shares; 2025Q3: 35,417 shares; 2025Q4: 36,623 shares; 2026Q1: 36,270 shares 36,270 $3.5M 0.02% -353 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,293 shares; 2024Q4: 44,669 shares; 2025Q1: 46,010 shares; 2025Q2: 40,033 shares; 2025Q3: 40,440 shares; 2025Q4: 39,853 shares; 2026Q1: 38,635 shares 38,635 $3.5M 0.02% -1,218 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,663 shares; 2024Q4: 16,284 shares; 2025Q1: 15,044 shares; 2025Q2: 14,945 shares; 2025Q3: 22,141 shares; 2025Q4: 15,020 shares; 2026Q1: 15,871 shares 15,871 $3.48M 0.02% +851 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,797 shares; 2024Q4: 58,186 shares; 2025Q1: 54,843 shares; 2025Q2: 54,391 shares; 2025Q3: 58,330 shares; 2025Q4: 57,555 shares; 2026Q1: 57,866 shares 57,866 $3.47M 0.02% +311 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,147 shares; 2024Q4: 113,784 shares; 2025Q1: 47,914 shares; 2025Q2: 43,489 shares; 2025Q3: 59,127 shares; 2025Q4: 60,928 shares; 2026Q1: 71,645 shares 71,645 $3.47M 0.02% +10,717 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,245 shares; 2024Q4: 20,976 shares; 2025Q1: 40,810 shares; 2025Q2: 33,543 shares; 2025Q3: 66,331 shares; 2025Q4: 64,275 shares; 2026Q1: 76,493 shares 76,493 $3.47M 0.02% +12,218 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 9,486 shares; 2025Q1: 9,241 shares; 2025Q2: 10,708 shares; 2025Q3: 12,720 shares; 2025Q4: 12,793 shares; 2026Q1: 15,389 shares 15,389 $3.47M 0.02% +2,596 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,877 shares; 2024Q4: 41,521 shares; 2025Q1: 42,808 shares; 2025Q2: 42,819 shares; 2025Q3: 40,615 shares; 2025Q4: 40,463 shares; 2026Q1: 40,803 shares 40,803 $3.46M 0.02% +340 Timeline QHY 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: 52,870 shares; 2024Q4: 55,296 shares; 2025Q1: 56,376 shares; 2025Q2: 58,605 shares; 2025Q3: 60,476 shares; 2025Q4: 65,337 shares; 2026Q1: 75,456 shares 75,456 $3.44M 0.02% +10,119 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,796 shares; 2024Q4: 60,169 shares; 2025Q1: 55,059 shares; 2025Q2: 55,746 shares; 2025Q3: 54,474 shares; 2025Q4: 52,975 shares; 2026Q1: 53,140 shares 53,140 $3.43M 0.02% +165 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 9,519 shares; 2025Q1: 8,812 shares; 2025Q2: 8,564 shares; 2025Q3: 8,348 shares; 2025Q4: 9,384 shares; 2026Q1: 9,438 shares 9,438 $3.43M 0.02% +54 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 16,224 shares; 2025Q1: 85,509 shares; 2025Q2: 80,010 shares; 2025Q3: 273,085 shares; 2025Q4: 378,537 shares; 2026Q1: 504,668 shares 504,668 $3.43M 0.02% +126,131 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,940 shares; 2024Q4: 15,961 shares; 2025Q1: 13,997 shares; 2025Q2: 12,175 shares; 2025Q3: 14,866 shares; 2025Q4: 15,014 shares; 2026Q1: 16,679 shares 16,679 $3.41M 0.02% +1,665 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,867 shares; 2024Q4: 33,168 shares; 2025Q1: 35,791 shares; 2025Q2: 34,073 shares; 2025Q3: 36,805 shares; 2025Q4: 37,637 shares; 2026Q1: 36,576 shares 36,576 $3.4M 0.02% -1,061 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,534 shares; 2024Q4: 33,154 shares; 2025Q1: 29,656 shares; 2025Q2: 30,993 shares; 2025Q3: 33,726 shares; 2025Q4: 35,756 shares; 2026Q1: 36,311 shares 36,311 $3.4M 0.02% +555 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,248 shares; 2024Q4: 41,782 shares; 2025Q1: 39,516 shares; 2025Q2: 39,473 shares; 2025Q3: 37,251 shares; 2025Q4: 30,480 shares; 2026Q1: 28,644 shares 28,644 $3.39M 0.02% -1,836 Timeline FNX 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: 26,909 shares; 2024Q4: 26,798 shares; 2025Q1: 25,721 shares; 2025Q2: 26,128 shares; 2025Q3: 25,413 shares; 2025Q4: 26,342 shares; 2026Q1: 26,420 shares 26,420 $3.39M 0.02% +78 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 7,000 shares; 2025Q1: 7,251 shares; 2025Q2: 8,631 shares; 2025Q3: 10,472 shares; 2025Q4: 11,265 shares; 2026Q1: 11,447 shares 11,447 $3.38M 0.02% +182 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,866 shares; 2024Q4: 48,525 shares; 2025Q1: 49,457 shares; 2025Q2: 51,457 shares; 2025Q3: 51,457 shares; 2025Q4: 53,580 shares; 2026Q1: 53,472 shares 53,472 $3.38M 0.02% -108 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,750 shares; 2024Q4: 154,991 shares; 2025Q1: 161,296 shares; 2025Q2: 172,601 shares; 2025Q3: 190,306 shares; 2025Q4: 222,966 shares; 2026Q1: 177,403 shares 177,403 $3.37M 0.02% -45,563 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,956 shares; 2024Q4: 56,349 shares; 2025Q1: 58,338 shares; 2025Q2: 80,752 shares; 2025Q3: 95,215 shares; 2025Q4: 97,276 shares; 2026Q1: 100,351 shares 100,351 $3.37M 0.02% +3,075 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,413 shares; 2025Q3: 758,690 shares; 2025Q4: 156,402 shares; 2026Q1: 148,584 shares 148,584 $3.36M 0.02% -7,818 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,493 shares 111,493 $3.35M 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,087 shares; 2024Q4: 25,128 shares; 2025Q1: 25,598 shares; 2025Q2: 25,338 shares; 2025Q3: 25,015 shares; 2025Q4: 25,603 shares; 2026Q1: 25,415 shares 25,415 $3.33M 0.02% -188 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,116 shares; 2024Q4: 26,234 shares; 2025Q1: 26,546 shares; 2025Q2: 26,746 shares; 2025Q3: 27,548 shares; 2025Q4: 28,056 shares; 2026Q1: 28,698 shares 28,698 $3.32M 0.02% +642 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,484 shares; 2025Q3: 21,473 shares; 2025Q4: 50,373 shares; 2026Q1: 55,877 shares 55,877 $3.32M 0.02% +5,504 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,988 shares; 2024Q4: 27,682 shares; 2025Q1: 24,043 shares; 2025Q2: 26,052 shares; 2025Q3: 32,715 shares; 2025Q4: 40,820 shares; 2026Q1: 28,509 shares 28,509 $3.31M 0.02% -12,311 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,474 shares; 2024Q4: 84,554 shares; 2025Q1: 82,928 shares; 2025Q2: 77,989 shares; 2025Q3: 76,434 shares; 2025Q4: 75,801 shares; 2026Q1: 71,996 shares 71,996 $3.31M 0.02% -3,805 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,396 shares; 2024Q4: 361,018 shares; 2025Q1: 83,906 shares; 2025Q2: 84,018 shares; 2025Q3: 86,553 shares; 2025Q4: 85,994 shares; 2026Q1: 81,565 shares 81,565 $3.31M 0.02% -4,429 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,761 shares; 2026Q1: 58,083 shares 58,083 $3.31M 0.02% -678 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,371 shares; 2024Q4: 222,771 shares; 2025Q1: 224,111 shares; 2025Q2: 225,324 shares; 2025Q3: 231,759 shares; 2025Q4: 235,785 shares; 2026Q1: 239,293 shares 239,293 $3.3M 0.02% +3,508 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 9,843 shares; 2025Q1: 9,440 shares; 2025Q2: 8,561 shares; 2025Q3: 8,677 shares; 2025Q4: 9,830 shares; 2026Q1: 9,188 shares 9,188 $3.3M 0.02% -642 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 11,154 shares; 2025Q1: 18,654 shares; 2025Q2: 12,917 shares; 2025Q3: 11,755 shares; 2025Q4: 11,984 shares; 2026Q1: 11,971 shares 11,971 $3.28M 0.02% -13 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,820 shares; 2024Q4: 42,654 shares; 2025Q1: 42,602 shares; 2025Q2: 42,806 shares; 2025Q3: 42,566 shares; 2025Q4: 42,542 shares; 2026Q1: 42,751 shares 42,751 $3.28M 0.02% +209 Timeline SPEU 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: 6,809 shares; 2024Q4: 7,212 shares; 2025Q1: 7,144 shares; 2025Q2: 58,098 shares; 2025Q3: 53,972 shares; 2025Q4: 59,263 shares; 2026Q1: 63,884 shares 63,884 $3.27M 0.02% +4,621 Timeline EPOL 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: 102,207 shares; 2025Q2: 110,191 shares; 2025Q3: 115,594 shares; 2025Q4: 115,538 shares; 2026Q1: 89,902 shares 89,902 $3.27M 0.02% -25,636 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: 23,291 shares; 2024Q4: 27,181 shares; 2025Q1: 152,475 shares; 2025Q2: 40,736 shares; 2025Q3: 43,981 shares; 2025Q4: 56,425 shares; 2026Q1: 65,861 shares 65,861 $3.26M 0.02% +9,436 Timeline FTC 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: 21,931 shares; 2024Q4: 21,154 shares; 2025Q1: 18,296 shares; 2025Q2: 20,674 shares; 2025Q3: 20,779 shares; 2025Q4: 21,647 shares; 2026Q1: 21,073 shares 21,073 $3.25M 0.02% -574 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: 27,330 shares; 2024Q4: 36,921 shares; 2025Q1: 41,802 shares; 2025Q2: 38,798 shares; 2025Q3: 38,904 shares; 2025Q4: 44,462 shares; 2026Q1: 34,603 shares 34,603 $3.23M 0.02% -9,859 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,214 shares; 2024Q4: 347,912 shares; 2025Q1: 212,829 shares; 2025Q2: 181,787 shares; 2025Q3: 187,379 shares; 2025Q4: 204,334 shares; 2026Q1: 171,145 shares 171,145 $3.22M 0.02% -33,189 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,855 shares; 2024Q4: 41,153 shares; 2025Q1: 41,010 shares; 2025Q2: 37,745 shares; 2025Q3: 35,151 shares; 2025Q4: 35,503 shares; 2026Q1: 40,958 shares 40,958 $3.21M 0.02% +5,455 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: 81,993 shares; 2024Q4: 89,855 shares; 2025Q1: 88,680 shares; 2025Q2: 92,348 shares; 2025Q3: 89,249 shares; 2025Q4: 82,244 shares; 2026Q1: 83,788 shares 83,788 $3.2M 0.02% +1,544 Timeline EDGF 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: not reported; 2025Q3: 21,924 shares; 2025Q4: 32,030 shares; 2026Q1: 129,156 shares 129,156 $3.19M 0.01% +97,126 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 3,405 shares; 2025Q1: 4,721 shares; 2025Q2: 5,554 shares; 2025Q3: 5,125 shares; 2025Q4: 4,655 shares; 2026Q1: 4,686 shares 4,686 $3.19M 0.01% +31 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 8,073 shares; 2025Q1: 6,934 shares; 2025Q2: 7,183 shares; 2025Q3: 8,661 shares; 2025Q4: 6,931 shares; 2026Q1: 16,328 shares 16,328 $3.19M 0.01% +9,397 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,442 shares; 2024Q4: 28,794 shares; 2025Q1: 37,118 shares; 2025Q2: 39,303 shares; 2025Q3: 38,593 shares; 2025Q4: 42,915 shares; 2026Q1: 43,507 shares 43,507 $3.18M 0.01% +592 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: 100,573 shares; 2024Q4: 95,984 shares; 2025Q1: 87,725 shares; 2025Q2: 95,217 shares; 2025Q3: 95,025 shares; 2025Q4: 96,918 shares; 2026Q1: 95,148 shares 95,148 $3.16M 0.01% -1,770 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 19,964 shares; 2025Q1: 20,011 shares; 2025Q2: 19,273 shares; 2025Q3: 16,000 shares; 2025Q4: 16,674 shares; 2026Q1: 19,949 shares 19,949 $3.14M 0.01% +3,275 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 3,221 shares; 2025Q1: 3,700 shares; 2025Q2: 3,765 shares; 2025Q3: 4,002 shares; 2025Q4: 3,637 shares; 2026Q1: 3,182 shares 3,182 $3.12M 0.01% -455 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,082 shares; 2024Q4: 45,722 shares; 2025Q1: 44,801 shares; 2025Q2: 46,904 shares; 2025Q3: 48,578 shares; 2025Q4: 47,995 shares; 2026Q1: 43,611 shares 43,611 $3.11M 0.01% -4,384 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,370 shares; 2024Q4: 250,649 shares; 2025Q1: 290,294 shares; 2025Q2: 403,725 shares; 2025Q3: 402,137 shares; 2025Q4: 335,481 shares; 2026Q1: 339,588 shares 339,588 $3.11M 0.01% +4,107 Timeline FPX 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: 18,185 shares; 2024Q4: 17,060 shares; 2025Q1: 15,759 shares; 2025Q2: 15,829 shares; 2025Q3: 15,791 shares; 2025Q4: 19,315 shares; 2026Q1: 19,581 shares 19,581 $3.11M 0.01% +266 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,712 shares; 2024Q4: 17,985 shares; 2025Q1: 21,366 shares; 2025Q2: 37,769 shares; 2025Q3: 40,355 shares; 2025Q4: 46,718 shares; 2026Q1: 32,984 shares 32,984 $3.1M 0.01% -13,734 Timeline DFCF 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: 81,684 shares; 2024Q4: 68,320 shares; 2025Q1: 69,537 shares; 2025Q2: 69,732 shares; 2025Q3: 70,039 shares; 2025Q4: 72,837 shares; 2026Q1: 73,259 shares 73,259 $3.09M 0.01% +422 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,873 shares; 2025Q1: 13,694 shares; 2025Q2: 29,510 shares; 2025Q3: 19,977 shares; 2025Q4: 22,988 shares; 2026Q1: 22,926 shares 22,926 $3.09M 0.01% -62 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 2,026 shares; 2025Q1: 2,251 shares; 2025Q2: 2,612 shares; 2025Q3: 2,420 shares; 2025Q4: 2,529 shares; 2026Q1: 2,655 shares 2,655 $3.08M 0.01% +126 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,838 shares; 2024Q4: 391,788 shares; 2025Q1: 393,173 shares; 2025Q2: 396,738 shares; 2025Q3: 396,770 shares; 2025Q4: 407,370 shares; 2026Q1: 422,888 shares 422,888 $3.07M 0.01% +15,518 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,368 shares; 2025Q4: 213,132 shares; 2026Q1: 215,185 shares 215,185 $3.07M 0.01% +2,053 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: 53,740 shares; 2024Q4: 51,755 shares; 2025Q1: 52,477 shares; 2025Q2: 57,158 shares; 2025Q3: 59,397 shares; 2025Q4: 56,267 shares; 2026Q1: 53,692 shares 53,692 $3.06M 0.01% -2,575 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,813 shares; 2024Q4: 9,502 shares; 2025Q1: 9,970 shares; 2025Q2: 10,504 shares; 2025Q3: 9,947 shares; 2025Q4: 9,826 shares; 2026Q1: 10,451 shares 10,451 $3.06M 0.01% +625 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,476 shares; 2025Q2: 19,301 shares; 2025Q3: 24,851 shares; 2025Q4: 25,068 shares; 2026Q1: 79,802 shares 79,802 $3.05M 0.01% +54,734 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,440 shares; 2024Q4: 41,510 shares; 2025Q1: 27,926 shares; 2025Q2: 168,532 shares; 2025Q3: 170,870 shares; 2025Q4: 175,123 shares; 2026Q1: 133,056 shares 133,056 $3.05M 0.01% -42,067 Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS 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: 964,178 shares; 2025Q4: 1,420,888 shares; 2026Q1: 1,410,888 shares 1,410,888 $3.05M 0.01% -10,000 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,438 shares; 2024Q4: 152,765 shares; 2025Q1: 174,626 shares; 2025Q2: 180,918 shares; 2025Q3: 199,457 shares; 2025Q4: 214,001 shares; 2026Q1: 173,424 shares 173,424 $3.04M 0.01% -40,577 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,786 shares; 2024Q4: 137,195 shares; 2025Q1: 156,122 shares; 2025Q2: 158,192 shares; 2025Q3: 170,977 shares; 2025Q4: 182,148 shares; 2026Q1: 182,851 shares 182,851 $3.04M 0.01% +703 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,584 shares; 2024Q4: 44,244 shares; 2025Q1: 44,303 shares; 2025Q2: 41,065 shares; 2025Q3: 97,744 shares; 2025Q4: 92,826 shares; 2026Q1: 35,328 shares 35,328 $3.03M 0.01% -57,498 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,106 shares; 2024Q4: 46,144 shares; 2025Q1: 23,239 shares; 2025Q2: 17,884 shares; 2025Q3: 15,313 shares; 2025Q4: 14,755 shares; 2026Q1: 14,544 shares 14,544 $3.02M 0.01% -211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,777 shares 55,777 $3.02M 0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,735 shares; 2024Q4: 20,304 shares; 2025Q1: 20,224 shares; 2025Q2: 21,555 shares; 2025Q3: 21,354 shares; 2025Q4: 22,130 shares; 2026Q1: 22,974 shares 22,974 $3.01M 0.01% +844 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,182 shares; 2024Q4: 76,151 shares; 2025Q1: 71,765 shares; 2025Q2: 98,650 shares; 2025Q3: 107,472 shares; 2025Q4: 107,594 shares; 2026Q1: 160,193 shares 160,193 $2.98M 0.01% +52,599 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 9,345 shares; 2025Q1: 9,725 shares; 2025Q2: 10,077 shares; 2025Q3: 10,817 shares; 2025Q4: 12,468 shares; 2026Q1: 14,277 shares 14,277 $2.98M 0.01% +1,809 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,146 shares; 2024Q4: 380,625 shares; 2025Q1: 382,690 shares; 2025Q2: 398,536 shares; 2025Q3: 398,250 shares; 2025Q4: 401,005 shares; 2026Q1: 398,702 shares 398,702 $2.97M 0.01% -2,303 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,034 shares; 2024Q4: 194,789 shares; 2025Q1: 199,201 shares; 2025Q2: 216,583 shares; 2025Q3: 224,378 shares; 2025Q4: 232,812 shares; 2026Q1: 246,765 shares 246,765 $2.97M 0.01% +13,953 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 8,636 shares; 2025Q1: 11,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,506 shares; 2026Q1: 86,930 shares 86,930 $2.96M 0.01% -5,576 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,361 shares; 2024Q4: 29,801 shares; 2025Q1: 24,261 shares; 2025Q2: 27,443 shares; 2025Q3: 24,551 shares; 2025Q4: 19,486 shares; 2026Q1: 17,466 shares 17,466 $2.95M 0.01% -2,020 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,491 shares; 2025Q1: 6,359 shares; 2025Q2: 6,370 shares; 2025Q3: 6,449 shares; 2025Q4: 6,336 shares; 2026Q1: 9,142 shares 9,142 $2.95M 0.01% +2,806 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,160 shares; 2024Q4: 4,497 shares; 2025Q1: 8,706 shares; 2025Q2: 6,074 shares; 2025Q3: 8,936 shares; 2025Q4: 3,718 shares; 2026Q1: 16,212 shares 16,212 $2.95M 0.01% +12,494 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,274 shares; 2024Q4: 82,672 shares; 2025Q1: 95,798 shares; 2025Q2: 75,214 shares; 2025Q3: 66,089 shares; 2025Q4: 59,820 shares; 2026Q1: 55,797 shares 55,797 $2.95M 0.01% -4,023 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,882 shares; 2024Q4: 16,148 shares; 2025Q1: 15,637 shares; 2025Q2: 19,847 shares; 2025Q3: 29,927 shares; 2025Q4: 31,027 shares; 2026Q1: 31,537 shares 31,537 $2.94M 0.01% +510 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 42,976 shares; 2025Q1: 41,560 shares; 2025Q2: 41,440 shares; 2025Q3: 41,150 shares; 2025Q4: 30,336 shares; 2026Q1: 31,917 shares 31,917 $2.94M 0.01% +1,581 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,445 shares; 2024Q4: 32,279 shares; 2025Q1: 29,392 shares; 2025Q2: 27,383 shares; 2025Q3: 26,952 shares; 2025Q4: 28,820 shares; 2026Q1: 28,370 shares 28,370 $2.94M 0.01% -450 Timeline DUOT DUOS TECHNOLOGIES GROUP INC More: the full row for DUOS TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 13,250 shares; 2025Q1: 12,750 shares; 2025Q2: 14,400 shares; 2025Q3: 207,249 shares; 2025Q4: 168,939 shares; 2026Q1: 426,181 shares 426,181 $2.92M 0.01% +257,242 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 10,181 shares; 2025Q1: 9,189 shares; 2025Q2: 8,870 shares; 2025Q3: 10,626 shares; 2025Q4: 11,458 shares; 2026Q1: 11,643 shares 11,643 $2.92M 0.01% +185 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,118 shares; 2024Q4: 429,844 shares; 2025Q1: 466,633 shares; 2025Q2: 464,409 shares; 2025Q3: 429,619 shares; 2025Q4: 562,749 shares; 2026Q1: 560,965 shares 560,965 $2.91M 0.01% -1,784 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: 17,554 shares; 2024Q4: 14,971 shares; 2025Q1: 14,551 shares; 2025Q2: 80,034 shares; 2025Q3: 61,082 shares; 2025Q4: 55,795 shares; 2026Q1: 46,102 shares 46,102 $2.91M 0.01% -9,693 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,542 shares; 2025Q2: 75,140 shares; 2025Q3: 79,423 shares; 2025Q4: 101,817 shares; 2026Q1: 110,558 shares 110,558 $2.9M 0.01% +8,741 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 5,238 shares; 2025Q4: 5,538 shares; 2026Q1: 7,099 shares 7,099 $2.89M 0.01% +1,561 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,914 shares; 2024Q4: 212,764 shares; 2025Q1: 214,446 shares; 2025Q2: 215,508 shares; 2025Q3: 302,084 shares; 2025Q4: 322,134 shares; 2026Q1: 313,382 shares 313,382 $2.89M 0.01% -8,752 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,687 shares; 2024Q4: 65,672 shares; 2025Q1: 61,056 shares; 2025Q2: 60,517 shares; 2025Q3: 54,516 shares; 2025Q4: 53,661 shares; 2026Q1: 50,060 shares 50,060 $2.89M 0.01% -3,601 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 19,707 shares; 2025Q1: 20,030 shares; 2025Q2: 20,277 shares; 2025Q3: 19,050 shares; 2025Q4: 20,163 shares; 2026Q1: 26,268 shares 26,268 $2.88M 0.01% +6,105 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,468 shares; 2024Q4: 78,144 shares; 2025Q1: 78,298 shares; 2025Q2: 79,348 shares; 2025Q3: 85,644 shares; 2025Q4: 85,173 shares; 2026Q1: 87,436 shares 87,436 $2.88M 0.01% +2,263 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,725 shares; 2024Q4: 20,729 shares; 2025Q1: 21,700 shares; 2025Q2: 22,142 shares; 2025Q3: 22,095 shares; 2025Q4: 21,749 shares; 2026Q1: 21,300 shares 21,300 $2.88M 0.01% -449 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,485 shares; 2024Q4: 93,304 shares; 2025Q1: 84,666 shares; 2025Q2: 84,495 shares; 2025Q3: 77,271 shares; 2025Q4: 72,809 shares; 2026Q1: 77,287 shares 77,287 $2.88M 0.01% +4,478 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,816 shares; 2024Q4: 25,842 shares; 2025Q1: 25,771 shares; 2025Q2: 25,808 shares; 2025Q3: 25,750 shares; 2025Q4: 29,379 shares; 2026Q1: 31,870 shares 31,870 $2.87M 0.01% +2,491 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,467 shares; 2024Q4: 16,017 shares; 2025Q1: 15,884 shares; 2025Q2: 37,798 shares; 2025Q3: 61,460 shares; 2025Q4: 75,264 shares; 2026Q1: 71,809 shares 71,809 $2.86M 0.01% -3,455 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,553 shares; 2025Q1: 2,430 shares; 2025Q2: 2,414 shares; 2025Q3: 2,848 shares; 2025Q4: 6,671 shares; 2026Q1: 7,965 shares 7,965 $2.86M 0.01% +1,294 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 24,375 shares; 2025Q1: 22,947 shares; 2025Q2: 23,612 shares; 2025Q3: 22,451 shares; 2025Q4: 20,844 shares; 2026Q1: 20,779 shares 20,779 $2.85M 0.01% -65 Timeline LDRX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,003 shares; 2026Q1: 93,003 shares 93,003 $2.85M 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,768 shares; 2024Q4: 54,813 shares; 2025Q1: 47,692 shares; 2025Q2: 46,053 shares; 2025Q3: 50,122 shares; 2025Q4: 54,735 shares; 2026Q1: 51,606 shares 51,606 $2.85M 0.01% -3,129 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,457 shares; 2025Q1: 102,465 shares; 2025Q2: 42,373 shares; 2025Q3: 58,593 shares; 2025Q4: 103,965 shares; 2026Q1: 98,590 shares 98,590 $2.84M 0.01% -5,375 Timeline DFNM 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: 43,084 shares; 2024Q4: 42,805 shares; 2025Q1: 42,127 shares; 2025Q2: 43,070 shares; 2025Q3: 45,007 shares; 2025Q4: 51,574 shares; 2026Q1: 59,274 shares 59,274 $2.84M 0.01% +7,700 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: not reported; 2025Q1: 2,594 shares; 2025Q2: 3,284 shares; 2025Q3: 3,182 shares; 2025Q4: not reported; 2026Q1: 32,215 shares 32,215 $2.84M 0.01% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,019 shares; 2024Q4: 29,313 shares; 2025Q1: 24,776 shares; 2025Q2: 23,893 shares; 2025Q3: 113,848 shares; 2025Q4: 30,840 shares; 2026Q1: 29,725 shares 29,725 $2.84M 0.01% -1,115 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 4,354 shares; 2025Q1: 7,926 shares; 2025Q2: 7,458 shares; 2025Q3: 2,728 shares; 2025Q4: 5,764 shares; 2026Q1: 5,993 shares 5,993 $2.84M 0.01% +229 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,094 shares; 2024Q4: 21,371 shares; 2025Q1: 22,439 shares; 2025Q2: 22,886 shares; 2025Q3: 22,609 shares; 2025Q4: 20,718 shares; 2026Q1: 20,944 shares 20,944 $2.83M 0.01% +226 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,733 shares; 2024Q4: 73,412 shares; 2025Q1: 70,935 shares; 2025Q2: 64,948 shares; 2025Q3: 65,809 shares; 2025Q4: 70,966 shares; 2026Q1: 77,903 shares 77,903 $2.83M 0.01% +6,937 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,590 shares; 2024Q4: 7,894 shares; 2025Q1: 8,293 shares; 2025Q2: 8,701 shares; 2025Q3: 9,413 shares; 2025Q4: 13,711 shares; 2026Q1: 38,219 shares 38,219 $2.83M 0.01% +24,508 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: 28,151 shares; 2024Q4: 29,039 shares; 2025Q1: 30,505 shares; 2025Q2: 14,247 shares; 2025Q3: 20,439 shares; 2025Q4: 86,854 shares; 2026Q1: 106,313 shares 106,313 $2.82M 0.01% +19,459 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 27,755 shares; 2025Q1: 29,220 shares; 2025Q2: 28,987 shares; 2025Q3: 25,114 shares; 2025Q4: 23,865 shares; 2026Q1: 24,275 shares 24,275 $2.8M 0.01% +410 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,828 shares; 2024Q4: 172,946 shares; 2025Q1: 187,565 shares; 2025Q2: 189,225 shares; 2025Q3: 165,609 shares; 2025Q4: 159,116 shares; 2026Q1: 134,895 shares 134,895 $2.8M 0.01% -24,221 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: 18,543 shares; 2024Q4: 26,661 shares; 2025Q1: 50,642 shares; 2025Q2: 47,250 shares; 2025Q3: 51,071 shares; 2025Q4: 53,071 shares; 2026Q1: 49,752 shares 49,752 $2.8M 0.01% -3,319 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,223 shares; 2025Q2: 59,311 shares; 2025Q3: 59,949 shares; 2025Q4: 62,086 shares; 2026Q1: 65,200 shares 65,200 $2.78M 0.01% +3,114 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 15,497 shares; 2025Q1: 18,162 shares; 2025Q2: 26,969 shares; 2025Q3: 31,287 shares; 2025Q4: 35,313 shares; 2026Q1: 40,060 shares 40,060 $2.78M 0.01% +4,747 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,420 shares; 2024Q4: 15,337 shares; 2025Q1: 18,568 shares; 2025Q2: 26,959 shares; 2025Q3: 28,894 shares; 2025Q4: 30,729 shares; 2026Q1: 62,185 shares 62,185 $2.77M 0.01% +31,456 Timeline PAPI 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: 27,015 shares; 2025Q3: 68,542 shares; 2025Q4: 93,264 shares; 2026Q1: 101,104 shares 101,104 $2.77M 0.01% +7,840 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 10,107 shares; 2025Q1: 31,334 shares; 2025Q2: 19,159 shares; 2025Q3: 26,178 shares; 2025Q4: 46,380 shares; 2026Q1: 54,695 shares 54,695 $2.76M 0.01% +8,315 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,547 shares; 2025Q3: 19,797 shares; 2025Q4: 45,340 shares; 2026Q1: 55,485 shares 55,485 $2.76M 0.01% +10,145 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES 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: 70,072 shares; 2025Q3: 119,600 shares; 2025Q4: 48,895 shares; 2026Q1: 79,204 shares 79,204 $2.76M 0.01% +30,309 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,763 shares; 2024Q4: 11,274 shares; 2025Q1: 10,882 shares; 2025Q2: 10,855 shares; 2025Q3: 11,061 shares; 2025Q4: 11,672 shares; 2026Q1: 12,729 shares 12,729 $2.76M 0.01% +1,057 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: 14,948 shares; 2024Q4: 15,525 shares; 2025Q1: 15,517 shares; 2025Q2: 17,601 shares; 2025Q3: 18,769 shares; 2025Q4: 18,426 shares; 2026Q1: 18,835 shares 18,835 $2.75M 0.01% +409 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,626 shares; 2025Q1: 28,228 shares; 2025Q2: 26,862 shares; 2025Q3: 28,001 shares; 2025Q4: 28,961 shares; 2026Q1: 30,008 shares 30,008 $2.74M 0.01% +1,047 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: 58,926 shares; 2024Q4: 58,509 shares; 2025Q1: 55,237 shares; 2025Q2: 57,706 shares; 2025Q3: 55,399 shares; 2025Q4: 57,005 shares; 2026Q1: 54,313 shares 54,313 $2.74M 0.01% -2,692 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,116 shares; 2024Q4: 67,281 shares; 2025Q1: 128,550 shares; 2025Q2: 83,568 shares; 2025Q3: 79,866 shares; 2025Q4: 74,024 shares; 2026Q1: 92,639 shares 92,639 $2.74M 0.01% +18,615 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,322 shares; 2024Q4: 12,917 shares; 2025Q1: 8,475 shares; 2025Q2: 45,927 shares; 2025Q3: 52,715 shares; 2025Q4: 56,576 shares; 2026Q1: 57,784 shares 57,784 $2.74M 0.01% +1,208 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,159 shares; 2024Q4: 101,872 shares; 2025Q1: 107,595 shares; 2025Q2: 106,961 shares; 2025Q3: 110,264 shares; 2025Q4: 112,102 shares; 2026Q1: 128,656 shares 128,656 $2.72M 0.01% +16,554 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,777 shares; 2026Q1: 53,308 shares 53,308 $2.7M 0.01% +28,531 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 9,626 shares; 2025Q1: 10,054 shares; 2025Q2: 10,156 shares; 2025Q3: 10,049 shares; 2025Q4: 10,485 shares; 2026Q1: 13,304 shares 13,304 $2.7M 0.01% +2,819 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: 34,592 shares; 2024Q4: 33,195 shares; 2025Q1: 34,487 shares; 2025Q2: 32,615 shares; 2025Q3: 31,702 shares; 2025Q4: 44,671 shares; 2026Q1: 43,234 shares 43,234 $2.7M 0.01% -1,437 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,436 shares; 2024Q4: 69,516 shares; 2025Q1: 70,063 shares; 2025Q2: 74,350 shares; 2025Q3: 72,112 shares; 2025Q4: 75,090 shares; 2026Q1: 78,323 shares 78,323 $2.7M 0.01% +3,233 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,225 shares; 2024Q4: 25,831 shares; 2025Q1: 32,248 shares; 2025Q2: 55,178 shares; 2025Q3: 82,848 shares; 2025Q4: 112,511 shares; 2026Q1: 132,070 shares 132,070 $2.69M 0.01% +19,559 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,844 shares; 2026Q1: 27,471 shares 27,471 $2.69M 0.01% +22,627 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,520 shares; 2025Q4: 34,165 shares; 2026Q1: 106,382 shares 106,382 $2.67M 0.01% +72,217 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,598 shares; 2024Q4: 13,984 shares; 2025Q1: not reported; 2025Q2: 51,744 shares; 2025Q3: 63,611 shares; 2025Q4: 166,775 shares; 2026Q1: 207,298 shares 207,298 $2.67M 0.01% +40,523 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: 57,539 shares; 2024Q4: 55,127 shares; 2025Q1: 46,330 shares; 2025Q2: 45,672 shares; 2025Q3: 42,752 shares; 2025Q4: 40,277 shares; 2026Q1: 39,010 shares 39,010 $2.65M 0.01% -1,267 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,830 shares; 2025Q3: 32,276 shares; 2025Q4: 51,777 shares; 2026Q1: 90,217 shares 90,217 $2.65M 0.01% +38,440 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,998 shares; 2026Q1: 34,727 shares 34,727 $2.64M 0.01% +5,729 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,886 shares; 2024Q4: 105,723 shares; 2025Q1: 98,830 shares; 2025Q2: 102,502 shares; 2025Q3: 132,178 shares; 2025Q4: 241,284 shares; 2026Q1: 239,681 shares 239,681 $2.64M 0.01% -1,603 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,108 shares; 2025Q1: 2,902 shares; 2025Q2: 3,072 shares; 2025Q3: 27,331 shares; 2025Q4: 23,340 shares; 2026Q1: 23,927 shares 23,927 $2.64M 0.01% +587 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,124 shares; 2024Q4: 79,552 shares; 2025Q1: 81,610 shares; 2025Q2: 80,710 shares; 2025Q3: 45,847 shares; 2025Q4: 65,813 shares; 2026Q1: 144,508 shares 144,508 $2.64M 0.01% +78,695 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 3,934 shares; 2025Q1: 5,833 shares; 2025Q2: 5,921 shares; 2025Q3: 6,993 shares; 2025Q4: 6,264 shares; 2026Q1: 9,285 shares 9,285 $2.63M 0.01% +3,021 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 1,767 shares; 2025Q3: 2,523 shares; 2025Q4: 4,413 shares; 2026Q1: 14,385 shares 14,385 $2.63M 0.01% +9,972 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,521 shares; 2025Q3: 7,980 shares; 2025Q4: 25,923 shares; 2026Q1: 27,078 shares 27,078 $2.63M 0.01% +1,155 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,283 shares; 2024Q4: 30,090 shares; 2025Q1: 29,930 shares; 2025Q2: 29,773 shares; 2025Q3: 29,930 shares; 2025Q4: 29,171 shares; 2026Q1: 30,927 shares 30,927 $2.61M 0.01% +1,756 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,721 shares; 2024Q4: 88,605 shares; 2025Q1: 63,286 shares; 2025Q2: 82,633 shares; 2025Q3: 79,378 shares; 2025Q4: 75,136 shares; 2026Q1: 76,325 shares 76,325 $2.6M 0.01% +1,189 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,996 shares; 2024Q4: 239,074 shares; 2025Q1: 253,793 shares; 2025Q2: 175,398 shares; 2025Q3: 187,395 shares; 2025Q4: 90,956 shares; 2026Q1: 155,486 shares 155,486 $2.6M 0.01% +64,530 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,740 shares; 2024Q4: 19,483 shares; 2025Q1: 18,990 shares; 2025Q2: 21,821 shares; 2025Q3: 22,981 shares; 2025Q4: 8,907 shares; 2026Q1: 8,053 shares 8,053 $2.58M 0.01% -854 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,438 shares; 2025Q1: 1,574 shares; 2025Q2: 1,886 shares; 2025Q3: 2,315 shares; 2025Q4: 2,336 shares; 2026Q1: 2,365 shares 2,365 $2.58M 0.01% +29 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,893 shares; 2025Q1: 8,781 shares; 2025Q2: 8,470 shares; 2025Q3: 8,013 shares; 2025Q4: 7,912 shares; 2026Q1: 7,207 shares 7,207 $2.58M 0.01% -705 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,079 shares; 2024Q4: 18,147 shares; 2025Q1: 16,780 shares; 2025Q2: 16,878 shares; 2025Q3: 15,799 shares; 2025Q4: 16,682 shares; 2026Q1: 16,577 shares 16,577 $2.58M 0.01% -105 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,418 shares; 2024Q4: 23,562 shares; 2025Q1: 22,914 shares; 2025Q2: 23,572 shares; 2025Q3: 22,935 shares; 2025Q4: 23,568 shares; 2026Q1: 24,338 shares 24,338 $2.57M 0.01% +770 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,063 shares; 2024Q4: 77,840 shares; 2025Q1: 71,692 shares; 2025Q2: 85,898 shares; 2025Q3: 81,098 shares; 2025Q4: 87,770 shares; 2026Q1: 70,000 shares 70,000 $2.57M 0.01% -17,770 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,986 shares; 2024Q4: 62,122 shares; 2025Q1: 186,180 shares; 2025Q2: 198,935 shares; 2025Q3: 206,167 shares; 2025Q4: 200,416 shares; 2026Q1: 72,390 shares 72,390 $2.57M 0.01% -128,026 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 13,726 shares; 2025Q1: 9,105 shares; 2025Q2: 8,932 shares; 2025Q3: 9,412 shares; 2025Q4: 9,965 shares; 2026Q1: 12,160 shares 12,160 $2.54M 0.01% +2,195 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,426 shares; 2024Q4: 28,222 shares; 2025Q1: 29,179 shares; 2025Q2: 33,254 shares; 2025Q3: 9,918 shares; 2025Q4: 7,218 shares; 2026Q1: 10,665 shares 10,665 $2.54M 0.01% +3,447 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,003 shares; 2024Q4: 34,540 shares; 2025Q1: 38,274 shares; 2025Q2: 40,714 shares; 2025Q3: 40,354 shares; 2025Q4: 40,553 shares; 2026Q1: 40,440 shares 40,440 $2.54M 0.01% -113 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,094 shares; 2024Q4: 36,765 shares; 2025Q1: 36,272 shares; 2025Q2: 36,139 shares; 2025Q3: 19,740 shares; 2025Q4: 19,999 shares; 2026Q1: 19,172 shares 19,172 $2.53M 0.01% -827 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,566 shares; 2024Q4: 33,784 shares; 2025Q1: 33,532 shares; 2025Q2: 34,061 shares; 2025Q3: 34,412 shares; 2025Q4: 35,470 shares; 2026Q1: 38,254 shares 38,254 $2.53M 0.01% +2,784 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,458 shares 46,458 $2.53M 0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,652 shares; 2024Q4: 13,643 shares; 2025Q1: 13,881 shares; 2025Q2: 11,978 shares; 2025Q3: 12,356 shares; 2025Q4: 12,791 shares; 2026Q1: 12,135 shares 12,135 $2.52M 0.01% -656 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: 8,366 shares; 2024Q4: 11,995 shares; 2025Q1: 14,852 shares; 2025Q2: 17,843 shares; 2025Q3: 18,816 shares; 2025Q4: 16,975 shares; 2026Q1: 16,794 shares 16,794 $2.52M 0.01% -181 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,700 shares; 2024Q4: 19,357 shares; 2025Q1: 21,004 shares; 2025Q2: 19,236 shares; 2025Q3: 19,050 shares; 2025Q4: 18,966 shares; 2026Q1: 18,485 shares 18,485 $2.52M 0.01% -481 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,513 shares; 2026Q1: 9,278 shares 9,278 $2.51M 0.01% +5,765 Timeline FBCG 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: 50,639 shares; 2024Q4: 59,662 shares; 2025Q1: 53,398 shares; 2025Q2: 47,060 shares; 2025Q3: 47,067 shares; 2025Q4: 45,220 shares; 2026Q1: 50,068 shares 50,068 $2.51M 0.01% +4,848 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,285 shares; 2024Q4: 104,749 shares; 2025Q1: 69,944 shares; 2025Q2: 54,394 shares; 2025Q3: 51,248 shares; 2025Q4: 50,976 shares; 2026Q1: 47,760 shares 47,760 $2.51M 0.01% -3,216 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,135 shares; 2025Q1: 17,575 shares; 2025Q2: 17,557 shares; 2025Q3: 19,432 shares; 2025Q4: 19,637 shares; 2026Q1: 21,106 shares 21,106 $2.49M 0.01% +1,469 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: 53,614 shares; 2024Q4: 62,979 shares; 2025Q1: 66,346 shares; 2025Q2: 73,138 shares; 2025Q3: 74,337 shares; 2025Q4: 80,952 shares; 2026Q1: 102,620 shares 102,620 $2.49M 0.01% +21,668 Timeline VOX 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: 12,386 shares; 2024Q4: 12,305 shares; 2025Q1: 12,475 shares; 2025Q2: 13,530 shares; 2025Q3: 13,532 shares; 2025Q4: 13,751 shares; 2026Q1: 13,806 shares 13,806 $2.48M 0.01% +55 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,778 shares 75,778 $2.48M 0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,699 shares; 2024Q4: 65,618 shares; 2025Q1: 71,754 shares; 2025Q2: 86,778 shares; 2025Q3: 67,516 shares; 2025Q4: 73,640 shares; 2026Q1: 64,284 shares 64,284 $2.47M 0.01% -9,356 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,714 shares; 2024Q4: 370,394 shares; 2025Q1: 399,685 shares; 2025Q2: 461,468 shares; 2025Q3: 466,358 shares; 2025Q4: 445,172 shares; 2026Q1: 502,001 shares 502,001 $2.46M 0.01% +56,829 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,215 shares; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares; 2025Q3: 15,367 shares; 2025Q4: 5,683 shares; 2026Q1: 30,876 shares 30,876 $2.45M 0.01% +25,193 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,706 shares; 2024Q4: 117,972 shares; 2025Q1: 117,855 shares; 2025Q2: 118,742 shares; 2025Q3: 121,070 shares; 2025Q4: 121,836 shares; 2026Q1: 115,774 shares 115,774 $2.45M 0.01% -6,062 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,259 shares; 2025Q3: 118,102 shares; 2025Q4: 135,407 shares; 2026Q1: 164,322 shares 164,322 $2.45M 0.01% +28,915 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,088 shares; 2024Q4: 126,500 shares; 2025Q1: 98,287 shares; 2025Q2: 95,787 shares; 2025Q3: 86,663 shares; 2025Q4: 88,988 shares; 2026Q1: 76,265 shares 76,265 $2.44M 0.01% -12,723 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306,669 shares; 2025Q3: 314,247 shares; 2025Q4: 276,119 shares; 2026Q1: 353,706 shares 353,706 $2.43M 0.01% +77,587 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,405 shares; 2024Q4: 23,422 shares; 2025Q1: 23,008 shares; 2025Q2: 22,913 shares; 2025Q3: 20,382 shares; 2025Q4: 20,799 shares; 2026Q1: 20,580 shares 20,580 $2.43M 0.01% -219 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,189 shares; 2024Q4: 74,688 shares; 2025Q1: 62,564 shares; 2025Q2: 60,475 shares; 2025Q3: 54,487 shares; 2025Q4: 89,692 shares; 2026Q1: 96,962 shares 96,962 $2.42M 0.01% +7,270 Timeline FXU 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: 37,462 shares; 2024Q4: 22,211 shares; 2025Q1: 26,517 shares; 2025Q2: 38,223 shares; 2025Q3: 57,366 shares; 2025Q4: 66,940 shares; 2026Q1: 48,743 shares 48,743 $2.42M 0.01% -18,197 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,134 shares; 2024Q4: 49,498 shares; 2025Q1: 46,914 shares; 2025Q2: 40,534 shares; 2025Q3: 36,080 shares; 2025Q4: 31,572 shares; 2026Q1: 32,431 shares 32,431 $2.42M 0.01% +859 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: 11,158 shares; 2024Q4: 9,895 shares; 2025Q1: 10,265 shares; 2025Q2: 11,800 shares; 2025Q3: 13,290 shares; 2025Q4: 11,598 shares; 2026Q1: 9,853 shares 9,853 $2.41M 0.01% -1,745 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,057 shares; 2024Q4: 210,632 shares; 2025Q1: 75,489 shares; 2025Q2: 54,132 shares; 2025Q3: 54,284 shares; 2025Q4: 59,313 shares; 2026Q1: 56,707 shares 56,707 $2.41M 0.01% -2,606 Timeline LQDW 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: 36,654 shares; 2024Q4: 53,160 shares; 2025Q1: 79,266 shares; 2025Q2: 80,768 shares; 2025Q3: 73,967 shares; 2025Q4: 104,063 shares; 2026Q1: 99,619 shares 99,619 $2.41M 0.01% -4,444 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: 38,779 shares; 2024Q4: 43,184 shares; 2025Q1: 42,447 shares; 2025Q2: 56,890 shares; 2025Q3: 54,267 shares; 2025Q4: 53,285 shares; 2026Q1: 51,385 shares 51,385 $2.41M 0.01% -1,900 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 8,972 shares; 2025Q1: 8,836 shares; 2025Q2: 9,293 shares; 2025Q3: 9,511 shares; 2025Q4: 10,790 shares; 2026Q1: 10,041 shares 10,041 $2.4M 0.01% -749 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,056 shares; 2024Q4: 174,006 shares; 2025Q1: 169,861 shares; 2025Q2: 90,170 shares; 2025Q3: 119,575 shares; 2025Q4: 143,920 shares; 2026Q1: 130,441 shares 130,441 $2.4M 0.01% -13,479 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,467 shares; 2025Q1: 3,317 shares; 2025Q2: 4,303 shares; 2025Q3: 3,797 shares; 2025Q4: 4,425 shares; 2026Q1: 5,497 shares 5,497 $2.4M 0.01% +1,072 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: 250,503 shares; 2024Q4: 272,142 shares; 2025Q1: 276,832 shares; 2025Q2: 297,760 shares; 2025Q3: 292,429 shares; 2025Q4: 281,355 shares; 2026Q1: 281,032 shares 281,032 $2.39M 0.01% -323 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,568 shares; 2024Q4: 86,837 shares; 2025Q1: 76,650 shares; 2025Q2: 96,417 shares; 2025Q3: 177,942 shares; 2025Q4: 81,919 shares; 2026Q1: 92,224 shares 92,224 $2.39M 0.01% +10,305 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,688 shares; 2024Q4: 16,524 shares; 2025Q1: 14,176 shares; 2025Q2: 14,877 shares; 2025Q3: 17,950 shares; 2025Q4: 15,917 shares; 2026Q1: 16,357 shares 16,357 $2.38M 0.01% +440 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,864 shares; 2024Q4: 164,648 shares; 2025Q1: 194,175 shares; 2025Q2: 215,741 shares; 2025Q3: 223,939 shares; 2025Q4: 225,124 shares; 2026Q1: 225,284 shares 225,284 $2.38M 0.01% +160 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,748 shares 3,748 $2.38M 0.01% new Timeline SPBC 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: 357,723 shares; 2024Q4: 247,130 shares; 2025Q1: 54,613 shares; 2025Q2: 764,678 shares; 2025Q3: 427,580 shares; 2025Q4: 56,716 shares; 2026Q1: 57,214 shares 57,214 $2.38M 0.01% +498 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,990 shares; 2024Q4: 334,253 shares; 2025Q1: 331,815 shares; 2025Q2: 375,666 shares; 2025Q3: 372,036 shares; 2025Q4: 279,004 shares; 2026Q1: 281,287 shares 281,287 $2.38M 0.01% +2,283 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,197 shares; 2024Q4: 13,158 shares; 2025Q1: 12,510 shares; 2025Q2: 12,659 shares; 2025Q3: 13,092 shares; 2025Q4: 13,792 shares; 2026Q1: 48,645 shares 48,645 $2.38M 0.01% +34,853 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,835 shares; 2024Q4: 187,455 shares; 2025Q1: 194,618 shares; 2025Q2: 212,755 shares; 2025Q3: 230,523 shares; 2025Q4: 239,640 shares; 2026Q1: 236,704 shares 236,704 $2.37M 0.01% -2,936 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,482 shares; 2024Q4: 30,527 shares; 2025Q1: 29,656 shares; 2025Q2: 30,431 shares; 2025Q3: 31,692 shares; 2025Q4: 28,074 shares; 2026Q1: 28,310 shares 28,310 $2.37M 0.01% +236 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,241 shares; 2024Q4: 134,334 shares; 2025Q1: 126,381 shares; 2025Q2: 119,079 shares; 2025Q3: 116,845 shares; 2025Q4: 114,984 shares; 2026Q1: 108,393 shares 108,393 $2.37M 0.01% -6,591 Timeline NXTG 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: 44,147 shares; 2024Q4: 41,930 shares; 2025Q1: 21,476 shares; 2025Q2: 20,705 shares; 2025Q3: 20,852 shares; 2025Q4: 20,619 shares; 2026Q1: 21,098 shares 21,098 $2.36M 0.01% +479 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: 8,928 shares; 2024Q4: 7,401 shares; 2025Q1: 6,669 shares; 2025Q2: 6,590 shares; 2025Q3: 6,773 shares; 2025Q4: 6,959 shares; 2026Q1: 7,519 shares 7,519 $2.36M 0.01% +560 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,217 shares 57,217 $2.35M 0.01% new Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,920 shares; 2024Q4: 83,307 shares; 2025Q1: 121,434 shares; 2025Q2: 263,339 shares; 2025Q3: 294,545 shares; 2025Q4: 337,575 shares; 2026Q1: 351,813 shares 351,813 $2.33M 0.01% +14,238 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 9,497 shares; 2025Q1: 9,513 shares; 2025Q2: 11,697 shares; 2025Q3: 11,994 shares; 2025Q4: 12,149 shares; 2026Q1: 12,589 shares 12,589 $2.33M 0.01% +440 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,898 shares; 2024Q4: 21,030 shares; 2025Q1: 21,066 shares; 2025Q2: 38,932 shares; 2025Q3: 33,168 shares; 2025Q4: 32,874 shares; 2026Q1: 36,107 shares 36,107 $2.32M 0.01% +3,233 Timeline CLOI 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: 13,879 shares; 2024Q4: 15,166 shares; 2025Q1: 13,661 shares; 2025Q2: 17,086 shares; 2025Q3: 20,660 shares; 2025Q4: 30,418 shares; 2026Q1: 44,063 shares 44,063 $2.32M 0.01% +13,645 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,008 shares; 2025Q1: 27,163 shares; 2025Q2: 26,585 shares; 2025Q3: 40,290 shares; 2025Q4: 34,075 shares; 2026Q1: 29,348 shares 29,348 $2.32M 0.01% -4,727 Timeline PFM 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: 32,056 shares; 2024Q4: 29,393 shares; 2025Q1: 30,396 shares; 2025Q2: 47,373 shares; 2025Q3: 46,387 shares; 2025Q4: 46,109 shares; 2026Q1: 45,299 shares 45,299 $2.31M 0.01% -810 Timeline FLIN 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: 98,952 shares; 2024Q4: 70,409 shares; 2025Q1: 78,544 shares; 2025Q2: 68,917 shares; 2025Q3: 71,301 shares; 2025Q4: 67,961 shares; 2026Q1: 69,662 shares 69,662 $2.31M 0.01% +1,701 Timeline FXN 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: 126,433 shares; 2024Q4: 102,203 shares; 2025Q1: 102,929 shares; 2025Q2: 93,216 shares; 2025Q3: 86,309 shares; 2025Q4: 102,740 shares; 2026Q1: 102,925 shares 102,925 $2.31M 0.01% +185 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,638 shares; 2024Q4: 547,953 shares; 2025Q1: 524,938 shares; 2025Q2: 470,034 shares; 2025Q3: 464,374 shares; 2025Q4: 418,454 shares; 2026Q1: 410,341 shares 410,341 $2.3M 0.01% -8,113 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 58,055 shares; 2025Q1: 71,690 shares; 2025Q2: 178,762 shares; 2025Q3: 86,727 shares; 2025Q4: 93,225 shares; 2026Q1: 96,558 shares 96,558 $2.29M 0.01% +3,333 Timeline IHI 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: 66,263 shares; 2024Q4: 61,192 shares; 2025Q1: 57,475 shares; 2025Q2: 56,984 shares; 2025Q3: 52,189 shares; 2025Q4: 46,273 shares; 2026Q1: 42,941 shares 42,941 $2.29M 0.01% -3,332 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 8,092 shares; 2025Q1: 4,922 shares; 2025Q2: 5,431 shares; 2025Q3: 5,767 shares; 2025Q4: 9,226 shares; 2026Q1: 6,021 shares 6,021 $2.29M 0.01% -3,205 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 21,139 shares; 2025Q1: 63,513 shares; 2025Q2: 61,063 shares; 2025Q3: 57,164 shares; 2025Q4: 21,835 shares; 2026Q1: 34,975 shares 34,975 $2.28M 0.01% +13,140 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,519 shares; 2025Q1: 5,429 shares; 2025Q2: 5,088 shares; 2025Q3: 5,013 shares; 2025Q4: 5,862 shares; 2026Q1: 7,602 shares 7,602 $2.26M 0.01% +1,740 Timeline