MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,151 shares; 2025Q1: 4,280 shares; 2025Q2: 4,484 shares; 2025Q3: 4,777 shares; 2025Q4: 5,314 shares; 2026Q1: 5,214 shares 5,214 $2.26M 0.01% -100 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,008 shares; 2024Q4: 149,434 shares; 2025Q1: 147,808 shares; 2025Q2: 160,852 shares; 2025Q3: 160,172 shares; 2025Q4: 161,021 shares; 2026Q1: 156,366 shares 156,366 $2.26M 0.01% -4,655 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,584 shares; 2024Q4: 164,018 shares; 2025Q1: 163,354 shares; 2025Q2: 171,943 shares; 2025Q3: 176,341 shares; 2025Q4: 346,287 shares; 2026Q1: 328,895 shares 328,895 $2.26M 0.01% -17,392 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 6,224 shares; 2025Q1: 6,796 shares; 2025Q2: 6,722 shares; 2025Q3: 6,827 shares; 2025Q4: 7,560 shares; 2026Q1: 7,178 shares 7,178 $2.25M 0.01% -382 Timeline FAD 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: 16,677 shares; 2024Q4: 16,493 shares; 2025Q1: 13,924 shares; 2025Q2: 13,996 shares; 2025Q3: 14,133 shares; 2025Q4: 14,180 shares; 2026Q1: 14,184 shares 14,184 $2.25M 0.01% +4 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,149 shares; 2024Q4: 12,928 shares; 2025Q1: 11,666 shares; 2025Q2: 10,459 shares; 2025Q3: 11,021 shares; 2025Q4: 10,999 shares; 2026Q1: 11,445 shares 11,445 $2.25M 0.01% +446 Timeline VTC 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: 16,603 shares; 2024Q4: 14,478 shares; 2025Q1: 15,486 shares; 2025Q2: 15,119 shares; 2025Q3: 15,946 shares; 2025Q4: 28,232 shares; 2026Q1: 29,313 shares 29,313 $2.25M 0.01% +1,081 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,820 shares; 2024Q4: 135,513 shares; 2025Q1: 134,363 shares; 2025Q2: 132,710 shares; 2025Q3: 133,717 shares; 2025Q4: 131,413 shares; 2026Q1: 131,872 shares 131,872 $2.25M 0.01% +459 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,930 shares; 2025Q3: 65,054 shares; 2025Q4: 70,036 shares; 2026Q1: 54,708 shares 54,708 $2.23M 0.01% -15,328 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,010 shares; 2025Q3: 19,283 shares; 2025Q4: 44,799 shares; 2026Q1: 52,553 shares 52,553 $2.23M 0.01% +7,754 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 10,032 shares; 2025Q1: 14,474 shares; 2025Q2: 12,535 shares; 2025Q3: 13,520 shares; 2025Q4: 12,407 shares; 2026Q1: 27,595 shares 27,595 $2.22M 0.01% +15,188 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 3,900 shares; 2025Q1: 3,306 shares; 2025Q2: 3,490 shares; 2025Q3: 3,313 shares; 2025Q4: 3,589 shares; 2026Q1: 7,847 shares 7,847 $2.22M 0.01% +4,258 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,582 shares; 2024Q4: 129,420 shares; 2025Q1: 124,269 shares; 2025Q2: 121,389 shares; 2025Q3: 122,089 shares; 2025Q4: 109,269 shares; 2026Q1: 103,116 shares 103,116 $2.21M 0.01% -6,153 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 560 shares; 2025Q1: 537 shares; 2025Q2: 577 shares; 2025Q3: 599 shares; 2025Q4: 637 shares; 2026Q1: 654 shares 654 $2.21M 0.01% +17 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,762 shares; 2024Q4: 93,119 shares; 2025Q1: 82,874 shares; 2025Q2: 81,246 shares; 2025Q3: 79,485 shares; 2025Q4: 81,851 shares; 2026Q1: 85,356 shares 85,356 $2.21M 0.01% +3,505 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,162 shares; 2025Q3: 45,339 shares; 2025Q4: 46,233 shares; 2026Q1: 43,304 shares 43,304 $2.21M 0.01% -2,929 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 9,255 shares; 2025Q1: 8,231 shares; 2025Q2: 7,951 shares; 2025Q3: 7,851 shares; 2025Q4: 8,101 shares; 2026Q1: 8,275 shares 8,275 $2.21M 0.01% +174 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,766 shares; 2024Q4: 81,866 shares; 2025Q1: 81,022 shares; 2025Q2: 76,576 shares; 2025Q3: 80,231 shares; 2025Q4: 101,491 shares; 2026Q1: 171,475 shares 171,475 $2.21M 0.01% +69,984 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,521 shares; 2024Q4: 41,577 shares; 2025Q1: 42,093 shares; 2025Q2: 43,007 shares; 2025Q3: 43,183 shares; 2025Q4: 43,599 shares; 2026Q1: 53,634 shares 53,634 $2.2M 0.01% +10,035 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 16,693 shares; 2025Q1: 17,131 shares; 2025Q2: 19,003 shares; 2025Q3: 19,694 shares; 2025Q4: 19,015 shares; 2026Q1: 19,227 shares 19,227 $2.2M 0.01% +212 Timeline PRN 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: 12,508 shares; 2024Q4: 12,615 shares; 2025Q1: 12,851 shares; 2025Q2: 12,919 shares; 2025Q3: 12,571 shares; 2025Q4: 21,185 shares; 2026Q1: 11,318 shares 11,318 $2.2M 0.01% -9,867 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,375 shares; 2025Q1: 20,263 shares; 2025Q2: 55,978 shares; 2025Q3: 45,703 shares; 2025Q4: 48,414 shares; 2026Q1: 95,350 shares 95,350 $2.2M 0.01% +46,936 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,234 shares; 2024Q4: 51,724 shares; 2025Q1: 46,328 shares; 2025Q2: 104,704 shares; 2025Q3: 138,117 shares; 2025Q4: 190,125 shares; 2026Q1: 219,187 shares 219,187 $2.19M 0.01% +29,062 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,378 shares; 2024Q4: 57,896 shares; 2025Q1: 59,925 shares; 2025Q2: 52,303 shares; 2025Q3: 51,074 shares; 2025Q4: 71,937 shares; 2026Q1: 85,776 shares 85,776 $2.17M 0.01% +13,839 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 71,357 shares; 2026Q1: 77,494 shares 77,494 $2.16M 0.01% +6,137 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 26,055 shares; 2025Q1: 26,131 shares; 2025Q2: 26,999 shares; 2025Q3: 28,423 shares; 2025Q4: 29,570 shares; 2026Q1: 30,366 shares 30,366 $2.16M 0.01% +796 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,264 shares; 2024Q4: 30,635 shares; 2025Q1: 37,610 shares; 2025Q2: 47,368 shares; 2025Q3: 55,788 shares; 2025Q4: 50,647 shares; 2026Q1: 53,761 shares 53,761 $2.16M 0.01% +3,114 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,740 shares; 2026Q1: 48,225 shares 48,225 $2.16M 0.01% +13,485 Timeline IGLB 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: 57,763 shares; 2024Q4: 43,041 shares; 2025Q1: 43,381 shares; 2025Q2: 40,088 shares; 2025Q3: 43,023 shares; 2025Q4: 34,531 shares; 2026Q1: 43,435 shares 43,435 $2.16M 0.01% +8,904 Timeline QSIG 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: 39,837 shares; 2024Q4: 37,487 shares; 2025Q1: 36,934 shares; 2025Q2: 37,511 shares; 2025Q3: 38,549 shares; 2025Q4: 41,693 shares; 2026Q1: 44,313 shares 44,313 $2.15M 0.01% +2,620 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,963 shares; 2024Q4: 129,455 shares; 2025Q1: 141,283 shares; 2025Q2: 75,091 shares; 2025Q3: 84,277 shares; 2025Q4: 79,998 shares; 2026Q1: 88,994 shares 88,994 $2.15M 0.01% +8,996 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,615 shares 73,615 $2.14M 0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,780 shares; 2024Q4: 42,475 shares; 2025Q1: 39,777 shares; 2025Q2: 44,035 shares; 2025Q3: 49,051 shares; 2025Q4: 49,426 shares; 2026Q1: 46,923 shares 46,923 $2.14M 0.01% -2,503 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,368 shares; 2024Q4: 19,989 shares; 2025Q1: 19,432 shares; 2025Q2: 18,072 shares; 2025Q3: 237,961 shares; 2025Q4: 211,855 shares; 2026Q1: 192,290 shares 192,290 $2.13M 0.01% -19,565 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,971 shares; 2025Q4: 13,339 shares; 2026Q1: 22,257 shares 22,257 $2.13M 0.01% +8,918 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 45,398 shares; 2025Q1: 56,843 shares; 2025Q2: 64,593 shares; 2025Q3: 56,875 shares; 2025Q4: 55,250 shares; 2026Q1: 59,933 shares 59,933 $2.13M 0.01% +4,683 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,387 shares; 2024Q4: 59,227 shares; 2025Q1: 60,477 shares; 2025Q2: 64,885 shares; 2025Q3: 65,593 shares; 2025Q4: 84,002 shares; 2026Q1: 91,405 shares 91,405 $2.13M 0.01% +7,403 Timeline FTXL 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: 11,464 shares; 2024Q4: 28,832 shares; 2025Q1: 9,869 shares; 2025Q2: 9,338 shares; 2025Q3: 7,068 shares; 2025Q4: 14,773 shares; 2026Q1: 14,407 shares 14,407 $2.12M 0.01% -366 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 12,662 shares; 2025Q1: 12,808 shares; 2025Q2: 12,385 shares; 2025Q3: 12,026 shares; 2025Q4: 12,275 shares; 2026Q1: 12,236 shares 12,236 $2.12M 0.01% -39 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,111 shares; 2024Q4: 85,596 shares; 2025Q1: 71,401 shares; 2025Q2: 76,777 shares; 2025Q3: 74,946 shares; 2025Q4: 65,677 shares; 2026Q1: 52,547 shares 52,547 $2.12M 0.01% -13,130 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,443 shares; 2024Q4: 289,973 shares; 2025Q1: 333,649 shares; 2025Q2: 319,295 shares; 2025Q3: 337,739 shares; 2025Q4: 347,650 shares; 2026Q1: 379,903 shares 379,903 $2.11M 0.01% +32,253 Timeline PSC 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: not reported; 2024Q4: 13,318 shares; 2025Q1: 16,861 shares; 2025Q2: 20,053 shares; 2025Q3: 23,919 shares; 2025Q4: 31,744 shares; 2026Q1: 36,705 shares 36,705 $2.1M 0.01% +4,961 Timeline ARGT 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: 20,419 shares; 2024Q4: 24,074 shares; 2025Q1: 24,663 shares; 2025Q2: 29,330 shares; 2025Q3: 29,424 shares; 2025Q4: 22,532 shares; 2026Q1: 22,532 shares 22,532 $2.1M 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,568 shares; 2024Q4: 33,715 shares; 2025Q1: 19,390 shares; 2025Q2: 19,322 shares; 2025Q3: 18,626 shares; 2025Q4: 20,997 shares; 2026Q1: 20,652 shares 20,652 $2.1M 0.01% -345 Timeline FXH 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: 33,261 shares; 2024Q4: 30,912 shares; 2025Q1: 30,665 shares; 2025Q2: 32,877 shares; 2025Q3: 31,513 shares; 2025Q4: 27,534 shares; 2026Q1: 19,117 shares 19,117 $2.1M 0.01% -8,417 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 12,061 shares; 2025Q1: 11,533 shares; 2025Q2: 11,871 shares; 2025Q3: 10,816 shares; 2025Q4: 14,061 shares; 2026Q1: 14,441 shares 14,441 $2.09M 0.01% +380 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,914 shares; 2024Q4: 191,952 shares; 2025Q1: 213,192 shares; 2025Q2: 215,232 shares; 2025Q3: 226,069 shares; 2025Q4: 228,306 shares; 2026Q1: 312,161 shares 312,161 $2.08M 0.01% +83,855 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,329 shares; 2025Q4: 53,850 shares; 2026Q1: 69,865 shares 69,865 $2.08M 0.01% +16,015 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,056 shares; 2024Q4: 21,103 shares; 2025Q1: 20,458 shares; 2025Q2: 17,792 shares; 2025Q3: 17,751 shares; 2025Q4: 16,772 shares; 2026Q1: 16,244 shares 16,244 $2.06M 0.01% -528 Timeline IYK 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: 21,239 shares; 2024Q4: 21,858 shares; 2025Q1: 26,472 shares; 2025Q2: 24,857 shares; 2025Q3: 8,642 shares; 2025Q4: 8,236 shares; 2026Q1: 29,382 shares 29,382 $2.06M 0.01% +21,146 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,253 shares; 2024Q4: 15,325 shares; 2025Q1: 15,595 shares; 2025Q2: 23,654 shares; 2025Q3: 28,957 shares; 2025Q4: 29,588 shares; 2026Q1: 29,643 shares 29,643 $2.05M 0.01% +55 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,921 shares; 2024Q4: 41,404 shares; 2025Q1: 70,103 shares; 2025Q2: 79,464 shares; 2025Q3: 79,057 shares; 2025Q4: 83,735 shares; 2026Q1: 91,689 shares 91,689 $2.05M 0.01% +7,954 Timeline TAFI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,958 shares; 2025Q4: 49,957 shares; 2026Q1: 81,431 shares 81,431 $2.05M 0.01% +31,474 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,238 shares; 2025Q1: 3,319 shares; 2025Q2: 3,466 shares; 2025Q3: 3,621 shares; 2025Q4: 3,631 shares; 2026Q1: 3,783 shares 3,783 $2.05M 0.01% +152 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 13,533 shares; 2025Q1: 13,052 shares; 2025Q2: 11,735 shares; 2025Q3: 11,417 shares; 2025Q4: 11,694 shares; 2026Q1: 11,354 shares 11,354 $2.05M 0.01% -340 Timeline AVDV 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: 56,486 shares; 2024Q4: 35,242 shares; 2025Q1: 104,307 shares; 2025Q2: 33,817 shares; 2025Q3: 37,630 shares; 2025Q4: 26,827 shares; 2026Q1: 20,483 shares 20,483 $2.05M 0.01% -6,344 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,778 shares; 2024Q4: 28,041 shares; 2025Q1: 30,366 shares; 2025Q2: 28,951 shares; 2025Q3: 25,965 shares; 2025Q4: 25,730 shares; 2026Q1: 25,979 shares 25,979 $2.04M 0.01% +249 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,376 shares; 2024Q4: 34,023 shares; 2025Q1: 32,751 shares; 2025Q2: 31,899 shares; 2025Q3: 32,683 shares; 2025Q4: 42,508 shares; 2026Q1: 41,839 shares 41,839 $2.03M 0.01% -669 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 13,095 shares; 2025Q1: 13,158 shares; 2025Q2: 13,229 shares; 2025Q3: 13,227 shares; 2025Q4: 13,425 shares; 2026Q1: 12,673 shares 12,673 $2.02M 0.01% -752 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 8,199 shares; 2025Q1: 7,827 shares; 2025Q2: 6,889 shares; 2025Q3: 3,260 shares; 2025Q4: 3,306 shares; 2026Q1: 10,037 shares 10,037 $2.02M 0.01% +6,731 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 12,686 shares; 2025Q1: 5,203 shares; 2025Q2: 5,880 shares; 2025Q3: 6,016 shares; 2025Q4: 8,068 shares; 2026Q1: 9,768 shares 9,768 $2.02M 0.01% +1,700 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,434 shares; 2024Q4: 17,510 shares; 2025Q1: 17,764 shares; 2025Q2: 18,882 shares; 2025Q3: 18,289 shares; 2025Q4: 22,111 shares; 2026Q1: 27,384 shares 27,384 $2M 0.01% +5,273 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,164 shares; 2025Q4: 25,865 shares; 2026Q1: 24,936 shares 24,936 $1.99M 0.01% -929 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,511 shares; 2026Q1: 21,876 shares 21,876 $1.99M 0.01% +2,365 Timeline OUSM 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: 52,570 shares; 2024Q4: 53,089 shares; 2025Q1: 51,750 shares; 2025Q2: 48,760 shares; 2025Q3: 46,979 shares; 2025Q4: 46,860 shares; 2026Q1: 45,350 shares 45,350 $1.98M 0.01% -1,510 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,501 shares; 2024Q4: 117,782 shares; 2025Q1: 116,971 shares; 2025Q2: 134,663 shares; 2025Q3: 132,300 shares; 2025Q4: 148,627 shares; 2026Q1: 150,223 shares 150,223 $1.98M 0.01% +1,596 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,682 shares; 2024Q4: 36,507 shares; 2025Q1: 34,785 shares; 2025Q2: 36,345 shares; 2025Q3: 39,669 shares; 2025Q4: 43,374 shares; 2026Q1: 43,251 shares 43,251 $1.97M 0.01% -123 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 17,666 shares; 2025Q1: 17,036 shares; 2025Q2: 16,483 shares; 2025Q3: 15,627 shares; 2025Q4: 13,960 shares; 2026Q1: 15,681 shares 15,681 $1.96M 0.01% +1,721 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 2,951 shares; 2025Q1: 1,905 shares; 2025Q2: 2,489 shares; 2025Q3: 2,538 shares; 2025Q4: 2,754 shares; 2026Q1: 2,650 shares 2,650 $1.96M 0.01% -104 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,394 shares; 2024Q4: 257,562 shares; 2025Q1: 251,269 shares; 2025Q2: 69,757 shares; 2025Q3: 67,008 shares; 2025Q4: 69,636 shares; 2026Q1: 68,092 shares 68,092 $1.95M 0.01% -1,544 Timeline CDL 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: 40,127 shares; 2024Q4: 38,037 shares; 2025Q1: 34,018 shares; 2025Q2: 31,446 shares; 2025Q3: 28,853 shares; 2025Q4: 26,240 shares; 2026Q1: 26,016 shares 26,016 $1.94M 0.01% -224 Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,799 shares; 2025Q4: 20,133 shares; 2026Q1: 19,778 shares 19,778 $1.94M 0.01% -355 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 6,066 shares; 2025Q1: 13,755 shares; 2025Q2: 15,585 shares; 2025Q3: 18,788 shares; 2025Q4: 18,512 shares; 2026Q1: 16,273 shares 16,273 $1.93M 0.01% -2,239 Timeline TDVI 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: 61,821 shares; 2025Q2: 62,691 shares; 2025Q3: 63,816 shares; 2025Q4: 66,375 shares; 2026Q1: 72,691 shares 72,691 $1.93M 0.01% +6,316 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,926 shares; 2024Q4: 105,256 shares; 2025Q1: 115,898 shares; 2025Q2: 151,876 shares; 2025Q3: 140,177 shares; 2025Q4: 193,411 shares; 2026Q1: 292,211 shares 292,211 $1.93M 0.01% +98,800 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 20,539 shares; 2025Q1: 20,570 shares; 2025Q2: 20,534 shares; 2025Q3: 20,547 shares; 2025Q4: 50,583 shares; 2026Q1: 48,323 shares 48,323 $1.93M 0.01% -2,260 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,037 shares; 2024Q4: 76,157 shares; 2025Q1: 48,951 shares; 2025Q2: 30,548 shares; 2025Q3: 35,119 shares; 2025Q4: 49,185 shares; 2026Q1: 47,809 shares 47,809 $1.92M 0.01% -1,376 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,798 shares; 2024Q4: 153,783 shares; 2025Q1: 120,315 shares; 2025Q2: 95,283 shares; 2025Q3: 117,814 shares; 2025Q4: 101,990 shares; 2026Q1: 95,200 shares 95,200 $1.91M 0.01% -6,790 Timeline RSPM 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: 22,575 shares; 2024Q4: 27,306 shares; 2025Q1: 27,440 shares; 2025Q2: 18,807 shares; 2025Q3: 20,311 shares; 2025Q4: 16,914 shares; 2026Q1: 49,354 shares 49,354 $1.91M 0.01% +32,440 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK 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: 56,514 shares; 2025Q4: 217,773 shares; 2026Q1: 235,785 shares 235,785 $1.91M 0.01% +18,012 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,778 shares; 2024Q4: 12,090 shares; 2025Q1: 11,635 shares; 2025Q2: 11,633 shares; 2025Q3: 11,808 shares; 2025Q4: 12,146 shares; 2026Q1: 11,983 shares 11,983 $1.9M 0.01% -163 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,056 shares; 2025Q3: 72,535 shares; 2025Q4: 72,252 shares; 2026Q1: 70,947 shares 70,947 $1.9M 0.01% -1,305 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,264 shares; 2024Q4: 81,730 shares; 2025Q1: 49,591 shares; 2025Q2: 50,580 shares; 2025Q3: 63,917 shares; 2025Q4: 53,876 shares; 2026Q1: 20,919 shares 20,919 $1.89M 0.01% -32,957 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: not reported; 2025Q2: 90,407 shares; 2025Q3: 158,962 shares; 2025Q4: 37,254 shares; 2026Q1: 40,653 shares 40,653 $1.89M 0.01% +3,399 Timeline PHO 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: 32,103 shares; 2024Q4: 29,786 shares; 2025Q1: 26,012 shares; 2025Q2: 29,427 shares; 2025Q3: 32,497 shares; 2025Q4: 27,988 shares; 2026Q1: 28,273 shares 28,273 $1.89M 0.01% +285 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,446 shares; 2024Q4: 23,363 shares; 2025Q1: 25,041 shares; 2025Q2: 27,102 shares; 2025Q3: 18,578 shares; 2025Q4: 17,927 shares; 2026Q1: 12,533 shares 12,533 $1.89M 0.01% -5,394 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 3,971 shares; 2025Q1: 3,735 shares; 2025Q2: 3,169 shares; 2025Q3: 5,522 shares; 2025Q4: 4,564 shares; 2026Q1: 4,766 shares 4,766 $1.89M 0.01% +202 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,855 shares; 2025Q2: 37,441 shares; 2025Q3: 49,228 shares; 2025Q4: 61,276 shares; 2026Q1: 63,164 shares 63,164 $1.88M 0.01% +1,888 Timeline GOLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406,938 shares; 2025Q4: 436,497 shares; 2026Q1: 63,773 shares 63,773 $1.88M 0.01% -372,724 Timeline VIOG 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: 19,059 shares; 2024Q4: 18,596 shares; 2025Q1: 18,755 shares; 2025Q2: 17,867 shares; 2025Q3: 16,979 shares; 2025Q4: 14,981 shares; 2026Q1: 15,021 shares 15,021 $1.87M 0.01% +40 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,418 shares; 2024Q4: 93,295 shares; 2025Q1: 86,923 shares; 2025Q2: 84,426 shares; 2025Q3: 69,119 shares; 2025Q4: 80,453 shares; 2026Q1: 82,381 shares 82,381 $1.87M 0.01% +1,928 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,612 shares; 2025Q2: 10,125 shares; 2025Q3: 10,247 shares; 2025Q4: 12,657 shares; 2026Q1: 13,351 shares 13,351 $1.87M 0.01% +694 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,487 shares; 2024Q4: 8,023 shares; 2025Q1: 9,900 shares; 2025Q2: 33,531 shares; 2025Q3: 34,673 shares; 2025Q4: 30,552 shares; 2026Q1: 35,812 shares 35,812 $1.86M 0.01% +5,260 Timeline TAFM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,577 shares; 2025Q3: 58,444 shares; 2025Q4: 61,327 shares; 2026Q1: 73,148 shares 73,148 $1.85M 0.01% +11,821 Timeline IXJ 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: 9,184 shares; 2024Q4: 7,953 shares; 2025Q1: 8,141 shares; 2025Q2: 15,629 shares; 2025Q3: 17,460 shares; 2025Q4: 19,006 shares; 2026Q1: 19,736 shares 19,736 $1.85M 0.01% +730 Timeline RSPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,995 shares; 2025Q3: 10,471 shares; 2025Q4: 23,928 shares; 2026Q1: 36,855 shares 36,855 $1.84M 0.01% +12,927 Timeline USMF 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: 113,355 shares; 2024Q4: 115,467 shares; 2025Q1: 10,191 shares; 2025Q2: 78,493 shares; 2025Q3: 69,846 shares; 2025Q4: 47,837 shares; 2026Q1: 37,278 shares 37,278 $1.84M 0.01% -10,559 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,860 shares; 2026Q1: 39,644 shares 39,644 $1.84M 0.01% +28,784 Timeline OBIL 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: 14,451 shares; 2024Q4: 11,577 shares; 2025Q1: 36,367 shares; 2025Q2: 41,749 shares; 2025Q3: 42,882 shares; 2025Q4: 39,504 shares; 2026Q1: 36,582 shares 36,582 $1.83M 0.01% -2,922 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: not reported; 2025Q2: 7,325 shares; 2025Q3: 6,458 shares; 2025Q4: 15,957 shares; 2026Q1: 13,098 shares 13,098 $1.83M 0.01% -2,859 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,278 shares; 2025Q2: 44,967 shares; 2025Q3: 48,491 shares; 2025Q4: 57,748 shares; 2026Q1: 38,146 shares 38,146 $1.83M 0.01% -19,602 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 11,615 shares; 2025Q1: 11,966 shares; 2025Q2: 14,915 shares; 2025Q3: 13,744 shares; 2025Q4: 20,648 shares; 2026Q1: 24,283 shares 24,283 $1.83M 0.01% +3,635 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,234 shares; 2024Q4: 23,312 shares; 2025Q1: 36,474 shares; 2025Q2: 27,049 shares; 2025Q3: 24,344 shares; 2025Q4: 21,693 shares; 2026Q1: 22,237 shares 22,237 $1.82M 0.01% +544 Timeline RSSL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,974 shares; 2026Q1: 18,698 shares 18,698 $1.82M 0.01% +7,724 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,884 shares; 2025Q1: 30,731 shares; 2025Q2: 34,303 shares; 2025Q3: 33,936 shares; 2025Q4: 39,640 shares; 2026Q1: 40,192 shares 40,192 $1.8M 0.01% +552 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,610 shares; 2024Q4: 37,011 shares; 2025Q1: 36,118 shares; 2025Q2: 36,692 shares; 2025Q3: 40,090 shares; 2025Q4: 35,113 shares; 2026Q1: 35,363 shares 35,363 $1.79M 0.01% +250 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,487 shares; 2024Q4: 31,936 shares; 2025Q1: 32,682 shares; 2025Q2: 30,032 shares; 2025Q3: 35,264 shares; 2025Q4: 35,279 shares; 2026Q1: 35,611 shares 35,611 $1.79M 0.01% +332 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,495 shares; 2024Q4: 29,149 shares; 2025Q1: 28,373 shares; 2025Q2: 26,672 shares; 2025Q3: 29,076 shares; 2025Q4: 17,275 shares; 2026Q1: 15,150 shares 15,150 $1.79M 0.01% -2,125 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,762 shares; 2025Q1: 6,315 shares; 2025Q2: 8,415 shares; 2025Q3: 8,098 shares; 2025Q4: 5,299 shares; 2026Q1: 5,557 shares 5,557 $1.79M 0.01% +258 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,341 shares; 2025Q1: 8,668 shares; 2025Q2: 9,063 shares; 2025Q3: 8,872 shares; 2025Q4: 8,874 shares; 2026Q1: 9,331 shares 9,331 $1.78M 0.01% +457 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,771 shares; 2025Q1: 6,886 shares; 2025Q2: 8,177 shares; 2025Q3: 13,055 shares; 2025Q4: 11,839 shares; 2026Q1: 8,213 shares 8,213 $1.77M 0.01% -3,626 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 11,332 shares; 2025Q1: 14,318 shares; 2025Q2: 14,388 shares; 2025Q3: 15,732 shares; 2025Q4: 71,323 shares; 2026Q1: 68,054 shares 68,054 $1.75M 0.01% -3,269 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 17,658 shares; 2025Q1: 24,769 shares; 2025Q2: 24,284 shares; 2025Q3: 27,712 shares; 2025Q4: 29,742 shares; 2026Q1: 28,583 shares 28,583 $1.74M 0.01% -1,159 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,267 shares 54,267 $1.74M 0.01% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,657 shares; 2025Q4: 23,449 shares; 2026Q1: 51,973 shares 51,973 $1.74M 0.01% +28,524 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,013 shares; 2025Q1: 13,805 shares; 2025Q2: 18,804 shares; 2025Q3: 27,409 shares; 2025Q4: 33,600 shares; 2026Q1: 37,472 shares 37,472 $1.73M 0.01% +3,872 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 21,326 shares; 2025Q1: 23,801 shares; 2025Q2: 23,138 shares; 2025Q3: 23,601 shares; 2025Q4: 22,280 shares; 2026Q1: 21,610 shares 21,610 $1.73M 0.01% -670 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,296 shares; 2024Q4: 110,872 shares; 2025Q1: 117,136 shares; 2025Q2: 128,616 shares; 2025Q3: 144,769 shares; 2025Q4: 169,909 shares; 2026Q1: 167,368 shares 167,368 $1.72M 0.01% -2,541 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,893 shares; 2024Q4: 147,396 shares; 2025Q1: 155,075 shares; 2025Q2: 162,777 shares; 2025Q3: 166,492 shares; 2025Q4: 138,164 shares; 2026Q1: 139,914 shares 139,914 $1.72M 0.01% +1,750 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 1,724 shares; 2025Q1: 4,762 shares; 2025Q2: 24,370 shares; 2025Q3: 20,282 shares; 2025Q4: 23,797 shares; 2026Q1: 25,607 shares 25,607 $1.72M 0.01% +1,810 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 12,576 shares; 2025Q1: 12,579 shares; 2025Q2: 12,573 shares; 2025Q3: 12,548 shares; 2025Q4: 12,462 shares; 2026Q1: 25,966 shares 25,966 $1.71M 0.01% +13,504 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 7,010 shares; 2025Q1: 7,306 shares; 2025Q2: 7,187 shares; 2025Q3: 7,361 shares; 2025Q4: 8,719 shares; 2026Q1: 7,976 shares 7,976 $1.71M 0.01% -743 Timeline RIGS 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: 41,636 shares; 2024Q4: 44,521 shares; 2025Q1: 47,071 shares; 2025Q2: 47,033 shares; 2025Q3: 71,968 shares; 2025Q4: 73,513 shares; 2026Q1: 74,789 shares 74,789 $1.71M 0.01% +1,276 Timeline GSSC 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: 23,937 shares; 2024Q4: 24,339 shares; 2025Q1: 23,754 shares; 2025Q2: 21,427 shares; 2025Q3: 21,204 shares; 2025Q4: 23,278 shares; 2026Q1: 22,913 shares 22,913 $1.71M 0.01% -365 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,264 shares; 2024Q4: 52,617 shares; 2025Q1: 52,916 shares; 2025Q2: 77,975 shares; 2025Q3: 75,330 shares; 2025Q4: 91,193 shares; 2026Q1: 83,479 shares 83,479 $1.7M 0.01% -7,714 Timeline DIV 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: 18,460 shares; 2024Q4: 10,528 shares; 2025Q1: 11,110 shares; 2025Q2: 11,608 shares; 2025Q3: 11,534 shares; 2025Q4: 17,050 shares; 2026Q1: 89,830 shares 89,830 $1.7M 0.01% +72,780 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,967 shares; 2024Q4: 39,845 shares; 2025Q1: 39,350 shares; 2025Q2: 45,040 shares; 2025Q3: 36,841 shares; 2025Q4: 33,298 shares; 2026Q1: 32,167 shares 32,167 $1.7M 0.01% -1,131 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,687 shares; 2024Q4: 29,758 shares; 2025Q1: 20,229 shares; 2025Q2: 19,739 shares; 2025Q3: 19,862 shares; 2025Q4: 19,653 shares; 2026Q1: 19,981 shares 19,981 $1.7M 0.01% +328 Timeline ICF 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: 78,573 shares; 2024Q4: 13,545 shares; 2025Q1: 12,114 shares; 2025Q2: 15,120 shares; 2025Q3: 15,249 shares; 2025Q4: 29,435 shares; 2026Q1: 27,385 shares 27,385 $1.69M 0.01% -2,050 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,447 shares; 2024Q4: 11,954 shares; 2025Q1: 11,310 shares; 2025Q2: 13,479 shares; 2025Q3: 16,872 shares; 2025Q4: 13,500 shares; 2026Q1: 13,312 shares 13,312 $1.69M 0.01% -188 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,711 shares; 2024Q4: 26,723 shares; 2025Q1: 25,282 shares; 2025Q2: 23,867 shares; 2025Q3: 25,241 shares; 2025Q4: 24,303 shares; 2026Q1: 22,473 shares 22,473 $1.69M 0.01% -1,830 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,582 shares; 2024Q4: 192,929 shares; 2025Q1: 188,163 shares; 2025Q2: 189,408 shares; 2025Q3: 191,153 shares; 2025Q4: 190,128 shares; 2026Q1: 186,341 shares 186,341 $1.68M 0.01% -3,787 Timeline QVMM 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: 34,150 shares; 2024Q4: 41,695 shares; 2025Q1: 47,297 shares; 2025Q2: 50,692 shares; 2025Q3: 51,471 shares; 2025Q4: 52,140 shares; 2026Q1: 52,811 shares 52,811 $1.67M 0.01% +671 Timeline TLX TELIX PHARMACEUTICAL LTD More: the full row for TELIX PHARMACEUTICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,140 shares; 2025Q2: 25,167 shares; 2025Q3: 42,112 shares; 2025Q4: 46,345 shares; 2026Q1: 174,415 shares 174,415 $1.67M 0.01% +128,070 Timeline GNR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,301 shares 22,301 $1.67M 0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,125 shares; 2024Q4: 27,528 shares; 2025Q1: 25,751 shares; 2025Q2: 38,728 shares; 2025Q3: 35,211 shares; 2025Q4: 35,627 shares; 2026Q1: 34,736 shares 34,736 $1.66M 0.01% -891 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 28,239 shares; 2025Q1: 30,835 shares; 2025Q2: 38,274 shares; 2025Q3: 51,454 shares; 2025Q4: 49,759 shares; 2026Q1: 45,666 shares 45,666 $1.66M 0.01% -4,093 Timeline FXZ 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: 13,533 shares; 2024Q4: 15,771 shares; 2025Q1: 17,628 shares; 2025Q2: 12,883 shares; 2025Q3: 13,002 shares; 2025Q4: 21,791 shares; 2026Q1: 21,715 shares 21,715 $1.65M 0.01% -76 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,805 shares; 2024Q4: 45,262 shares; 2025Q1: 51,113 shares; 2025Q2: 54,403 shares; 2025Q3: 53,119 shares; 2025Q4: 60,048 shares; 2026Q1: 60,192 shares 60,192 $1.65M 0.01% +144 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,272 shares; 2024Q4: 44,297 shares; 2025Q1: 41,691 shares; 2025Q2: 40,681 shares; 2025Q3: 39,426 shares; 2025Q4: 43,045 shares; 2026Q1: 30,246 shares 30,246 $1.65M 0.01% -12,799 Timeline IPX IPERIONX LTD More: the full row for IPERIONX 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: 8,215 shares; 2025Q4: 37,147 shares; 2026Q1: 63,111 shares 63,111 $1.64M 0.01% +25,964 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,407 shares; 2024Q4: 84,925 shares; 2025Q1: 80,925 shares; 2025Q2: 65,497 shares; 2025Q3: 71,481 shares; 2025Q4: 77,591 shares; 2026Q1: 38,794 shares 38,794 $1.64M 0.01% -38,797 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 12,121 shares; 2025Q1: 12,904 shares; 2025Q2: 13,082 shares; 2025Q3: 13,193 shares; 2025Q4: 13,637 shares; 2026Q1: 12,910 shares 12,910 $1.64M 0.01% -727 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,001 shares; 2024Q4: 17,026 shares; 2025Q1: 18,047 shares; 2025Q2: 19,289 shares; 2025Q3: 19,148 shares; 2025Q4: 20,201 shares; 2026Q1: 19,889 shares 19,889 $1.63M 0.01% -312 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,425 shares; 2025Q1: 7,028 shares; 2025Q2: 6,954 shares; 2025Q3: 24,759 shares; 2025Q4: 16,585 shares; 2026Q1: 14,505 shares 14,505 $1.62M 0.01% -2,080 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,342 shares; 2025Q1: 7,583 shares; 2025Q2: 7,826 shares; 2025Q3: 8,311 shares; 2025Q4: 8,311 shares; 2026Q1: 8,853 shares 8,853 $1.61M 0.01% +542 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 26,282 shares; 2025Q1: 25,820 shares; 2025Q2: 24,872 shares; 2025Q3: 24,906 shares; 2025Q4: 24,587 shares; 2026Q1: 24,576 shares 24,576 $1.61M 0.01% -11 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,502 shares; 2024Q4: 39,995 shares; 2025Q1: 31,212 shares; 2025Q2: 27,799 shares; 2025Q3: 27,483 shares; 2025Q4: 26,585 shares; 2026Q1: 27,463 shares 27,463 $1.61M 0.01% +878 Timeline DIAL 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: 16,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,194 shares; 2025Q4: 91,820 shares; 2026Q1: 88,612 shares 88,612 $1.6M 0.01% -3,208 Timeline JPUS 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: 5,842 shares; 2024Q4: 5,579 shares; 2025Q1: 5,410 shares; 2025Q2: 8,772 shares; 2025Q3: 11,523 shares; 2025Q4: 11,663 shares; 2026Q1: 12,252 shares 12,252 $1.6M 0.01% +589 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,090 shares; 2025Q1: 29,440 shares; 2025Q2: 66,194 shares; 2025Q3: 68,858 shares; 2025Q4: 60,198 shares; 2026Q1: 15,856 shares 15,856 $1.59M 0.01% -44,342 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,104 shares; 2024Q4: 46,212 shares; 2025Q1: 47,255 shares; 2025Q2: 44,561 shares; 2025Q3: 44,265 shares; 2025Q4: 41,264 shares; 2026Q1: 13,185 shares 13,185 $1.58M 0.01% -28,079 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,818 shares; 2025Q2: 36,110 shares; 2025Q3: 34,519 shares; 2025Q4: 35,449 shares; 2026Q1: 32,881 shares 32,881 $1.58M 0.01% -2,568 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 84,862 shares; 2025Q1: 74,878 shares; 2025Q2: 73,870 shares; 2025Q3: 97,729 shares; 2025Q4: 117,228 shares; 2026Q1: 123,163 shares 123,163 $1.58M 0.01% +5,935 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,654 shares; 2024Q4: 13,841 shares; 2025Q1: 14,632 shares; 2025Q2: 28,083 shares; 2025Q3: 45,766 shares; 2025Q4: 82,956 shares; 2026Q1: 68,393 shares 68,393 $1.57M 0.01% -14,563 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: 16,216 shares; 2025Q1: 17,018 shares; 2025Q2: 15,768 shares; 2025Q3: 29,119 shares; 2025Q4: 33,836 shares; 2026Q1: 36,314 shares 36,314 $1.57M 0.01% +2,478 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,122 shares; 2024Q4: 21,609 shares; 2025Q1: 24,069 shares; 2025Q2: 27,692 shares; 2025Q3: 27,917 shares; 2025Q4: 29,362 shares; 2026Q1: 29,496 shares 29,496 $1.56M 0.01% +134 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,308 shares; 2024Q4: 91,385 shares; 2025Q1: 78,146 shares; 2025Q2: 68,226 shares; 2025Q3: 56,868 shares; 2025Q4: 49,531 shares; 2026Q1: 20,693 shares 20,693 $1.56M 0.01% -28,838 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,642 shares; 2025Q2: 81,320 shares; 2025Q3: 97,717 shares; 2025Q4: 85,372 shares; 2026Q1: 70,864 shares 70,864 $1.56M 0.01% -14,508 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 11,991 shares; 2025Q1: 13,380 shares; 2025Q2: 14,164 shares; 2025Q3: 13,318 shares; 2025Q4: 27,185 shares; 2026Q1: 23,478 shares 23,478 $1.56M 0.01% -3,707 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,023 shares; 2024Q4: 15,247 shares; 2025Q1: 10,801 shares; 2025Q2: 8,740 shares; 2025Q3: 9,122 shares; 2025Q4: 9,223 shares; 2026Q1: 27,499 shares 27,499 $1.56M 0.01% +18,276 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 11,505 shares; 2025Q1: 14,659 shares; 2025Q2: 14,506 shares; 2025Q3: 14,416 shares; 2025Q4: 15,215 shares; 2026Q1: 18,336 shares 18,336 $1.56M 0.01% +3,121 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 23,679 shares; 2025Q1: 17,389 shares; 2025Q2: 17,255 shares; 2025Q3: 16,037 shares; 2025Q4: 22,783 shares; 2026Q1: 16,392 shares 16,392 $1.55M 0.01% -6,391 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 7,418 shares; 2025Q1: 7,264 shares; 2025Q2: 7,884 shares; 2025Q3: 8,430 shares; 2025Q4: 9,081 shares; 2026Q1: 9,007 shares 9,007 $1.55M 0.01% -74 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,347 shares; 2024Q4: 13,671 shares; 2025Q1: 16,725 shares; 2025Q2: 16,101 shares; 2025Q3: 14,509 shares; 2025Q4: 15,807 shares; 2026Q1: 12,908 shares 12,908 $1.55M 0.01% -2,899 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 7,226 shares; 2025Q4: 19,203 shares; 2026Q1: 46,842 shares 46,842 $1.55M 0.01% +27,639 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,422 shares; 2024Q4: 39,110 shares; 2025Q1: 43,544 shares; 2025Q2: 45,015 shares; 2025Q3: 17,779 shares; 2025Q4: 14,033 shares; 2026Q1: 11,323 shares 11,323 $1.55M 0.01% -2,710 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 23,287 shares; 2025Q1: 23,484 shares; 2025Q2: 23,644 shares; 2025Q3: 22,886 shares; 2025Q4: 16,514 shares; 2026Q1: 16,555 shares 16,555 $1.54M 0.01% +41 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,914 shares; 2024Q4: 131,149 shares; 2025Q1: 140,565 shares; 2025Q2: 125,405 shares; 2025Q3: 125,811 shares; 2025Q4: 135,477 shares; 2026Q1: 104,541 shares 104,541 $1.54M 0.01% -30,936 Timeline VIOV 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: 24,880 shares; 2024Q4: 23,271 shares; 2025Q1: 23,361 shares; 2025Q2: 20,178 shares; 2025Q3: 19,006 shares; 2025Q4: 15,997 shares; 2026Q1: 15,127 shares 15,127 $1.54M 0.01% -870 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,080 shares; 2024Q4: 31,654 shares; 2025Q1: 29,147 shares; 2025Q2: 27,991 shares; 2025Q3: 29,983 shares; 2025Q4: 32,556 shares; 2026Q1: 35,730 shares 35,730 $1.54M 0.01% +3,174 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,454 shares; 2024Q4: 49,937 shares; 2025Q1: 16,467 shares; 2025Q2: 18,300 shares; 2025Q3: 20,734 shares; 2025Q4: 27,111 shares; 2026Q1: 26,873 shares 26,873 $1.54M 0.01% -238 Timeline PIEQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,316 shares; 2026Q1: 45,249 shares 45,249 $1.54M 0.01% +18,933 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,413 shares; 2024Q4: 29,925 shares; 2025Q1: 214,725 shares; 2025Q2: 399,225 shares; 2025Q3: 455,125 shares; 2025Q4: 419,800 shares; 2026Q1: 499,700 shares 499,700 $1.53M 0.01% +79,900 Timeline PHDG 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: 88,914 shares; 2024Q4: 103,987 shares; 2025Q1: 102,571 shares; 2025Q2: 79,058 shares; 2025Q3: 51,911 shares; 2025Q4: 48,631 shares; 2026Q1: 40,583 shares 40,583 $1.53M 0.01% -8,048 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,805 shares; 2024Q4: 67,253 shares; 2025Q1: 60,657 shares; 2025Q2: 64,326 shares; 2025Q3: 74,437 shares; 2025Q4: 81,902 shares; 2026Q1: 77,852 shares 77,852 $1.53M 0.01% -4,050 Timeline WTAI 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: 49,079 shares; 2024Q4: 48,838 shares; 2025Q1: 43,345 shares; 2025Q2: 54,152 shares; 2025Q3: 54,076 shares; 2025Q4: 55,429 shares; 2026Q1: 54,294 shares 54,294 $1.53M 0.01% -1,135 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,717 shares; 2024Q4: 101,048 shares; 2025Q1: 100,550 shares; 2025Q2: 101,598 shares; 2025Q3: 101,599 shares; 2025Q4: 101,688 shares; 2026Q1: 102,511 shares 102,511 $1.53M 0.01% +823 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,675 shares 15,675 $1.53M 0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 4,962 shares; 2025Q1: 4,840 shares; 2025Q2: 2,924 shares; 2025Q3: 2,859 shares; 2025Q4: 2,459 shares; 2026Q1: 3,862 shares 3,862 $1.52M 0.01% +1,403 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 7,568 shares; 2025Q1: 12,339 shares; 2025Q2: 12,778 shares; 2025Q3: 15,045 shares; 2025Q4: 19,449 shares; 2026Q1: 19,099 shares 19,099 $1.52M 0.01% -350 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,077 shares; 2024Q4: 94,316 shares; 2025Q1: 86,947 shares; 2025Q2: 55,263 shares; 2025Q3: 45,386 shares; 2025Q4: 42,417 shares; 2026Q1: 32,864 shares 32,864 $1.51M 0.01% -9,553 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,708 shares; 2024Q4: 102,544 shares; 2025Q1: 94,489 shares; 2025Q2: 134,135 shares; 2025Q3: 151,608 shares; 2025Q4: 81,098 shares; 2026Q1: 69,384 shares 69,384 $1.5M 0.01% -11,714 Timeline AOA 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: 17,945 shares; 2024Q4: 15,669 shares; 2025Q1: 15,608 shares; 2025Q2: 17,852 shares; 2025Q3: 16,523 shares; 2025Q4: 16,608 shares; 2026Q1: 16,924 shares 16,924 $1.5M 0.01% +316 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,001 shares; 2024Q4: 15,337 shares; 2025Q1: 14,871 shares; 2025Q2: 15,277 shares; 2025Q3: 9,027 shares; 2025Q4: 8,761 shares; 2026Q1: 10,510 shares 10,510 $1.49M 0.01% +1,749 Timeline IBDV 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: 37,826 shares; 2024Q4: 39,007 shares; 2025Q1: 40,993 shares; 2025Q2: 41,009 shares; 2025Q3: 40,925 shares; 2025Q4: 61,711 shares; 2026Q1: 67,990 shares 67,990 $1.49M 0.01% +6,279 Timeline DXJ 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: 28,661 shares; 2024Q4: 30,035 shares; 2025Q1: 19,480 shares; 2025Q2: 25,067 shares; 2025Q3: 26,262 shares; 2025Q4: 15,196 shares; 2026Q1: 9,351 shares 9,351 $1.48M 0.01% -5,845 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 15,085 shares; 2025Q1: 17,376 shares; 2025Q2: 30,978 shares; 2025Q3: 31,357 shares; 2025Q4: 32,868 shares; 2026Q1: 38,227 shares 38,227 $1.48M 0.01% +5,359 Timeline GLU GABELLI GLOBAL UTIL & INCOME More: the full row for GABELLI GLOBAL UTIL & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,929 shares; 2024Q4: 47,635 shares; 2025Q1: 60,793 shares; 2025Q2: 72,698 shares; 2025Q3: 76,419 shares; 2025Q4: 76,493 shares; 2026Q1: 77,270 shares 77,270 $1.48M 0.01% +777 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,271 shares; 2024Q4: 18,605 shares; 2025Q1: 17,945 shares; 2025Q2: 17,777 shares; 2025Q3: 17,934 shares; 2025Q4: 17,166 shares; 2026Q1: 17,128 shares 17,128 $1.48M 0.01% -38 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,783 shares; 2024Q4: 43,296 shares; 2025Q1: 38,391 shares; 2025Q2: 39,276 shares; 2025Q3: 38,236 shares; 2025Q4: 31,356 shares; 2026Q1: 92,005 shares 92,005 $1.48M 0.01% +60,649 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,144 shares; 2025Q3: 32,291 shares; 2025Q4: 32,661 shares; 2026Q1: 28,836 shares 28,836 $1.48M 0.01% -3,825 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,538 shares; 2026Q1: 72,236 shares 72,236 $1.47M 0.01% -302 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,161 shares; 2024Q4: 84,861 shares; 2025Q1: 82,133 shares; 2025Q2: 79,833 shares; 2025Q3: 76,542 shares; 2025Q4: 73,719 shares; 2026Q1: 68,760 shares 68,760 $1.47M 0.01% -4,959 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,971 shares; 2024Q4: 26,947 shares; 2025Q1: 26,518 shares; 2025Q2: 25,938 shares; 2025Q3: 25,183 shares; 2025Q4: 28,303 shares; 2026Q1: 33,466 shares 33,466 $1.47M 0.01% +5,163 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,951 shares; 2024Q4: 20,296 shares; 2025Q1: 19,446 shares; 2025Q2: 20,428 shares; 2025Q3: 21,648 shares; 2025Q4: 20,598 shares; 2026Q1: 20,263 shares 20,263 $1.47M 0.01% -335 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 51,376 shares; 2025Q1: 272,072 shares; 2025Q2: 288,549 shares; 2025Q3: 295,510 shares; 2025Q4: 297,056 shares; 2026Q1: 283,121 shares 283,121 $1.46M 0.01% -13,935 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,834 shares; 2024Q4: 4,961 shares; 2025Q1: 15,231 shares; 2025Q2: 24,434 shares; 2025Q3: 28,761 shares; 2025Q4: 28,181 shares; 2026Q1: 26,051 shares 26,051 $1.46M 0.01% -2,130 Timeline SMB 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: 45,293 shares; 2024Q4: 58,891 shares; 2025Q1: 62,258 shares; 2025Q2: 67,896 shares; 2025Q3: 87,248 shares; 2025Q4: 86,999 shares; 2026Q1: 84,500 shares 84,500 $1.46M 0.01% -2,499 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,691 shares; 2024Q4: 70,373 shares; 2025Q1: 70,607 shares; 2025Q2: 70,060 shares; 2025Q3: 67,249 shares; 2025Q4: 69,830 shares; 2026Q1: 70,442 shares 70,442 $1.46M 0.01% +612 Timeline PSK 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: 60,844 shares; 2024Q4: 61,297 shares; 2025Q1: 60,218 shares; 2025Q2: 45,259 shares; 2025Q3: 43,217 shares; 2025Q4: 46,420 shares; 2026Q1: 47,204 shares 47,204 $1.46M 0.01% +784 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,873 shares; 2024Q4: 74,549 shares; 2025Q1: 93,081 shares; 2025Q2: 121,176 shares; 2025Q3: 139,966 shares; 2025Q4: 125,926 shares; 2026Q1: 113,050 shares 113,050 $1.45M 0.01% -12,876 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,690 shares 48,690 $1.45M 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 10,298 shares; 2025Q1: 11,121 shares; 2025Q2: 11,078 shares; 2025Q3: 13,239 shares; 2025Q4: 16,572 shares; 2026Q1: 15,107 shares 15,107 $1.45M 0.01% -1,465 Timeline INCM 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: 14,036 shares; 2024Q4: 19,990 shares; 2025Q1: 25,553 shares; 2025Q2: 33,589 shares; 2025Q3: 42,309 shares; 2025Q4: 46,419 shares; 2026Q1: 50,381 shares 50,381 $1.45M 0.01% +3,962 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,164 shares; 2024Q4: 66,012 shares; 2025Q1: 56,580 shares; 2025Q2: 51,514 shares; 2025Q3: 57,126 shares; 2025Q4: 55,636 shares; 2026Q1: 62,248 shares 62,248 $1.45M 0.01% +6,612 Timeline MLRG 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: 129,808 shares; 2024Q4: 108,292 shares; 2025Q1: 14,132 shares; 2025Q2: 12,990 shares; 2025Q3: 16,355 shares; 2025Q4: 16,234 shares; 2026Q1: 16,076 shares 16,076 $1.44M 0.01% -158 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,190 shares; 2024Q4: 112,272 shares; 2025Q1: 115,375 shares; 2025Q2: 73,038 shares; 2025Q3: 51,184 shares; 2025Q4: 41,916 shares; 2026Q1: 36,609 shares 36,609 $1.44M 0.01% -5,307 Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,740 shares; 2025Q3: 42,418 shares; 2025Q4: 46,064 shares; 2026Q1: 48,164 shares 48,164 $1.44M 0.01% +2,100 Timeline ECOW 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: 68,262 shares; 2024Q4: 83,002 shares; 2025Q1: 88,910 shares; 2025Q2: 92,201 shares; 2025Q3: 97,260 shares; 2025Q4: 89,048 shares; 2026Q1: 53,966 shares 53,966 $1.44M 0.01% -35,082 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,440 shares; 2024Q4: 46,896 shares; 2025Q1: 23,895 shares; 2025Q2: 22,574 shares; 2025Q3: 21,166 shares; 2025Q4: 19,866 shares; 2026Q1: 19,721 shares 19,721 $1.43M 0.01% -145 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,713 shares; 2025Q4: 66,486 shares; 2026Q1: 68,705 shares 68,705 $1.42M 0.01% +2,219 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 7,632 shares; 2025Q1: 10,138 shares; 2025Q2: 10,319 shares; 2025Q3: 9,217 shares; 2025Q4: 9,105 shares; 2026Q1: 9,020 shares 9,020 $1.42M 0.01% -85 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,158 shares; 2024Q4: 15,245 shares; 2025Q1: 8,290 shares; 2025Q2: 8,315 shares; 2025Q3: 8,091 shares; 2025Q4: 13,122 shares; 2026Q1: 13,197 shares 13,197 $1.42M 0.01% +75 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,720 shares; 2024Q4: 253,582 shares; 2025Q1: 258,278 shares; 2025Q2: 243,088 shares; 2025Q3: 69,563 shares; 2025Q4: 34,382 shares; 2026Q1: 28,194 shares 28,194 $1.41M 0.01% -6,188 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,313 shares; 2024Q4: 32,673 shares; 2025Q1: 34,635 shares; 2025Q2: 25,250 shares; 2025Q3: 36,981 shares; 2025Q4: 22,262 shares; 2026Q1: 21,757 shares 21,757 $1.41M 0.01% -505 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,793 shares; 2025Q1: 2,088 shares; 2025Q2: 2,334 shares; 2025Q3: 2,245 shares; 2025Q4: 1,794 shares; 2026Q1: 2,506 shares 2,506 $1.41M 0.01% +712 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,642 shares; 2025Q4: 24,981 shares; 2026Q1: 28,295 shares 28,295 $1.41M 0.01% +3,314 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,256 shares; 2024Q4: 65,622 shares; 2025Q1: 68,309 shares; 2025Q2: 72,393 shares; 2025Q3: 76,735 shares; 2025Q4: 81,394 shares; 2026Q1: 81,943 shares 81,943 $1.4M 0.01% +549 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,673 shares; 2024Q4: 58,701 shares; 2025Q1: 70,450 shares; 2025Q2: 66,462 shares; 2025Q3: 67,819 shares; 2025Q4: 58,335 shares; 2026Q1: 58,915 shares 58,915 $1.4M 0.01% +580 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,321 shares; 2024Q4: 110,256 shares; 2025Q1: 142,044 shares; 2025Q2: 161,044 shares; 2025Q3: 172,544 shares; 2025Q4: 178,544 shares; 2026Q1: 191,749 shares 191,749 $1.4M 0.01% +13,205 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 2,580 shares; 2025Q1: 2,639 shares; 2025Q2: 2,593 shares; 2025Q3: 2,542 shares; 2025Q4: 13,068 shares; 2026Q1: 7,941 shares 7,941 $1.4M 0.01% -5,127 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,119 shares; 2024Q4: 10,165 shares; 2025Q1: 9,614 shares; 2025Q2: 12,058 shares; 2025Q3: 13,894 shares; 2025Q4: 13,681 shares; 2026Q1: 11,897 shares 11,897 $1.39M 0.01% -1,784 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,476 shares; 2025Q1: 3,515 shares; 2025Q2: 3,768 shares; 2025Q3: 3,622 shares; 2025Q4: 8,166 shares; 2026Q1: 11,497 shares 11,497 $1.39M 0.01% +3,331 Timeline BALI 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: 6,823 shares; 2025Q3: 14,485 shares; 2025Q4: 35,358 shares; 2026Q1: 45,083 shares 45,083 $1.39M 0.01% +9,725 Timeline CDXS CODEXIS INC More: the full row for CODEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,699 shares; 2024Q4: 281,043 shares; 2025Q1: 342,660 shares; 2025Q2: 522,913 shares; 2025Q3: 561,413 shares; 2025Q4: 654,581 shares; 2026Q1: 847,001 shares 847,001 $1.38M 0.01% +192,420 Timeline IYR 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: 16,363 shares; 2024Q4: 13,659 shares; 2025Q1: 13,453 shares; 2025Q2: 16,074 shares; 2025Q3: 15,176 shares; 2025Q4: 14,882 shares; 2026Q1: 14,589 shares 14,589 $1.38M 0.01% -293 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 52,274 shares; 2025Q1: 36,551 shares; 2025Q2: 21,154 shares; 2025Q3: 21,164 shares; 2025Q4: 21,164 shares; 2026Q1: 21,164 shares 21,164 $1.38M 0.01% 0 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,558 shares; 2025Q3: 32,085 shares; 2025Q4: 60,894 shares; 2026Q1: 59,532 shares 59,532 $1.37M 0.01% -1,362 Timeline IHAK 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: 9,156 shares; 2024Q4: 5,625 shares; 2025Q1: 6,230 shares; 2025Q2: 9,127 shares; 2025Q3: not reported; 2025Q4: 4,929 shares; 2026Q1: 31,291 shares 31,291 $1.37M 0.01% +26,362 Timeline GNMA 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: 32,786 shares; 2024Q4: 32,204 shares; 2025Q1: 32,740 shares; 2025Q2: 30,129 shares; 2025Q3: 30,885 shares; 2025Q4: 30,678 shares; 2026Q1: 30,726 shares 30,726 $1.36M 0.01% +48 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,440 shares; 2024Q4: 115,580 shares; 2025Q1: 42,634 shares; 2025Q2: 40,424 shares; 2025Q3: 40,382 shares; 2025Q4: 45,683 shares; 2026Q1: 44,644 shares 44,644 $1.36M 0.01% -1,039 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,087 shares; 2024Q4: 10,807 shares; 2025Q1: 12,406 shares; 2025Q2: 12,448 shares; 2025Q3: 12,323 shares; 2025Q4: 12,029 shares; 2026Q1: 12,380 shares 12,380 $1.36M 0.01% +351 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 7,144 shares; 2025Q1: 7,238 shares; 2025Q2: 10,772 shares; 2025Q3: 13,526 shares; 2025Q4: 18,252 shares; 2026Q1: 17,747 shares 17,747 $1.36M 0.01% -505 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,011 shares; 2024Q4: 24,939 shares; 2025Q1: 22,651 shares; 2025Q2: 20,368 shares; 2025Q3: 19,853 shares; 2025Q4: 20,004 shares; 2026Q1: 20,919 shares 20,919 $1.35M 0.01% +915 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,813 shares; 2024Q4: 21,404 shares; 2025Q1: 19,949 shares; 2025Q2: 20,495 shares; 2025Q3: 18,525 shares; 2025Q4: 18,077 shares; 2026Q1: 17,519 shares 17,519 $1.35M 0.01% -558 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,256 shares; 2024Q4: 35,029 shares; 2025Q1: 31,274 shares; 2025Q2: 52,109 shares; 2025Q3: 45,652 shares; 2025Q4: 23,815 shares; 2026Q1: 22,425 shares 22,425 $1.35M 0.01% -1,390 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 13,784 shares; 2025Q1: 12,822 shares; 2025Q2: 11,442 shares; 2025Q3: 8,482 shares; 2025Q4: 6,297 shares; 2026Q1: 8,992 shares 8,992 $1.35M 0.01% +2,695 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,342 shares; 2024Q4: 61,359 shares; 2025Q1: 63,801 shares; 2025Q2: 62,666 shares; 2025Q3: 63,825 shares; 2025Q4: 63,136 shares; 2026Q1: 39,772 shares 39,772 $1.35M 0.01% -23,364 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,895 shares; 2025Q2: 26,022 shares; 2025Q3: 28,355 shares; 2025Q4: 29,424 shares; 2026Q1: 29,364 shares 29,364 $1.35M 0.01% -60 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,287 shares; 2024Q4: 53,653 shares; 2025Q1: 53,491 shares; 2025Q2: 43,417 shares; 2025Q3: 40,790 shares; 2025Q4: 42,223 shares; 2026Q1: 39,090 shares 39,090 $1.34M 0.01% -3,133 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 10,813 shares; 2025Q1: 10,683 shares; 2025Q2: 10,629 shares; 2025Q3: 10,747 shares; 2025Q4: 12,447 shares; 2026Q1: 11,232 shares 11,232 $1.34M 0.01% -1,215 Timeline NFLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,490 shares; 2026Q1: 58,905 shares 58,905 $1.34M 0.01% +38,415 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 10,577 shares; 2025Q1: 10,293 shares; 2025Q2: 10,455 shares; 2025Q3: 10,341 shares; 2025Q4: 12,722 shares; 2026Q1: 16,959 shares 16,959 $1.33M 0.01% +4,237 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,698 shares; 2024Q4: 30,972 shares; 2025Q1: 33,614 shares; 2025Q2: 30,882 shares; 2025Q3: 32,643 shares; 2025Q4: 31,008 shares; 2026Q1: 28,265 shares 28,265 $1.33M 0.01% -2,743 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,045 shares; 2024Q4: 24,513 shares; 2025Q1: 23,469 shares; 2025Q2: 19,225 shares; 2025Q3: 12,879 shares; 2025Q4: 23,190 shares; 2026Q1: 28,688 shares 28,688 $1.33M 0.01% +5,498 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,211 shares; 2025Q2: 8,648 shares; 2025Q3: 9,493 shares; 2025Q4: 13,519 shares; 2026Q1: 12,540 shares 12,540 $1.33M 0.01% -979 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,946 shares; 2025Q4: 5,934 shares; 2026Q1: 9,831 shares 9,831 $1.33M 0.01% +3,897 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,686 shares; 2025Q1: 2,169 shares; 2025Q2: 3,726 shares; 2025Q3: 3,771 shares; 2025Q4: 3,735 shares; 2026Q1: 4,504 shares 4,504 $1.33M 0.01% +769 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 20,268 shares; 2025Q1: 20,116 shares; 2025Q2: 20,204 shares; 2025Q3: 19,967 shares; 2025Q4: 19,155 shares; 2026Q1: 19,142 shares 19,142 $1.33M 0.01% -13 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,833 shares; 2025Q3: 15,743 shares; 2025Q4: 31,267 shares; 2026Q1: 20,677 shares 20,677 $1.33M 0.01% -10,590 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 13,879 shares; 2025Q1: 14,079 shares; 2025Q2: 13,775 shares; 2025Q3: 15,094 shares; 2025Q4: 15,594 shares; 2026Q1: 14,681 shares 14,681 $1.33M 0.01% -913 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,066 shares; 2024Q4: 95,651 shares; 2025Q1: 122,917 shares; 2025Q2: 121,870 shares; 2025Q3: 121,538 shares; 2025Q4: 119,751 shares; 2026Q1: 120,609 shares 120,609 $1.32M 0.01% +858 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 62,112 shares; 2025Q4: 77,102 shares; 2026Q1: 71,217 shares 71,217 $1.32M 0.01% -5,885 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 9,391 shares; 2025Q1: 8,420 shares; 2025Q2: 7,079 shares; 2025Q3: 7,846 shares; 2025Q4: 11,206 shares; 2026Q1: 14,641 shares 14,641 $1.32M 0.01% +3,435 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: not reported; 2025Q1: 17,492 shares; 2025Q2: 16,665 shares; 2025Q3: 16,034 shares; 2025Q4: 13,619 shares; 2026Q1: 12,896 shares 12,896 $1.32M 0.01% -723 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,484 shares; 2024Q4: 131,690 shares; 2025Q1: 216,066 shares; 2025Q2: 115,153 shares; 2025Q3: 127,961 shares; 2025Q4: 21,615 shares; 2026Q1: 29,124 shares 29,124 $1.32M 0.01% +7,509 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 11,331 shares; 2025Q1: 16,336 shares; 2025Q2: 13,152 shares; 2025Q3: 14,414 shares; 2025Q4: 13,400 shares; 2026Q1: 11,803 shares 11,803 $1.32M 0.01% -1,597 Timeline CGHM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,148 shares; 2025Q4: 53,646 shares; 2026Q1: 51,915 shares 51,915 $1.31M 0.01% -1,731 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,742 shares; 2024Q4: 70,965 shares; 2025Q1: 70,965 shares; 2025Q2: 71,236 shares; 2025Q3: 71,456 shares; 2025Q4: 71,724 shares; 2026Q1: 72,012 shares 72,012 $1.31M 0.01% +288 Timeline IGPT 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: 16,559 shares; 2024Q4: 17,549 shares; 2025Q1: 18,168 shares; 2025Q2: 18,169 shares; 2025Q3: 16,673 shares; 2025Q4: 17,151 shares; 2026Q1: 22,472 shares 22,472 $1.3M 0.01% +5,321 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,011 shares; 2024Q4: 25,198 shares; 2025Q1: 25,020 shares; 2025Q2: 29,798 shares; 2025Q3: 31,535 shares; 2025Q4: 37,097 shares; 2026Q1: 39,274 shares 39,274 $1.3M 0.01% +2,177 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,379 shares; 2024Q4: 221,282 shares; 2025Q1: 254,955 shares; 2025Q2: 245,516 shares; 2025Q3: 257,270 shares; 2025Q4: 273,792 shares; 2026Q1: 259,178 shares 259,178 $1.3M 0.01% -14,614 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,295 shares; 2025Q1: 11,284 shares; 2025Q2: 14,140 shares; 2025Q3: 14,684 shares; 2025Q4: 17,700 shares; 2026Q1: 18,119 shares 18,119 $1.3M 0.01% +419 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 8,815 shares; 2025Q1: 8,514 shares; 2025Q2: 8,590 shares; 2025Q3: 8,657 shares; 2025Q4: 12,561 shares; 2026Q1: 32,982 shares 32,982 $1.3M 0.01% +20,421 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,752 shares; 2024Q4: 39,212 shares; 2025Q1: 39,299 shares; 2025Q2: 42,274 shares; 2025Q3: 51,809 shares; 2025Q4: 106,307 shares; 2026Q1: 45,756 shares 45,756 $1.3M 0.01% -60,551 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,273 shares; 2025Q1: 3,170 shares; 2025Q2: 3,759 shares; 2025Q3: 3,695 shares; 2025Q4: 3,967 shares; 2026Q1: 4,260 shares 4,260 $1.3M 0.01% +293 Timeline XSLV 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: 31,620 shares; 2024Q4: 30,881 shares; 2025Q1: 30,509 shares; 2025Q2: 29,657 shares; 2025Q3: 28,106 shares; 2025Q4: 27,885 shares; 2026Q1: 27,417 shares 27,417 $1.29M 0.01% -468 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,259 shares; 2025Q1: 3,951 shares; 2025Q2: 4,737 shares; 2025Q3: 5,211 shares; 2025Q4: 4,107 shares; 2026Q1: 2,666 shares 2,666 $1.29M 0.01% -1,441 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,594 shares; 2026Q1: 20,718 shares 20,718 $1.29M 0.01% +124 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,350 shares; 2024Q4: 121,350 shares; 2025Q1: 130,750 shares; 2025Q2: 143,300 shares; 2025Q3: 145,931 shares; 2025Q4: 145,251 shares; 2026Q1: 167,744 shares 167,744 $1.29M 0.01% +22,493 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,234 shares; 2024Q4: 49,899 shares; 2025Q1: 53,408 shares; 2025Q2: 55,645 shares; 2025Q3: 57,117 shares; 2025Q4: 56,716 shares; 2026Q1: 61,208 shares 61,208 $1.29M 0.01% +4,492 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,703 shares; 2024Q4: 16,728 shares; 2025Q1: 15,791 shares; 2025Q2: 17,175 shares; 2025Q3: 19,777 shares; 2025Q4: 17,579 shares; 2026Q1: 17,744 shares 17,744 $1.29M 0.01% +165 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,020 shares; 2024Q4: 102,941 shares; 2025Q1: 104,636 shares; 2025Q2: 107,267 shares; 2025Q3: 126,402 shares; 2025Q4: 120,359 shares; 2026Q1: 118,464 shares 118,464 $1.28M 0.01% -1,895 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 6,043 shares; 2025Q1: 6,425 shares; 2025Q2: 8,767 shares; 2025Q3: 9,568 shares; 2025Q4: 11,070 shares; 2026Q1: 12,817 shares 12,817 $1.28M 0.01% +1,747 Timeline RSPF 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: 40,153 shares; 2024Q4: 38,182 shares; 2025Q1: 36,495 shares; 2025Q2: 23,859 shares; 2025Q3: 23,024 shares; 2025Q4: 19,420 shares; 2026Q1: 17,949 shares 17,949 $1.28M 0.01% -1,471 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,972 shares; 2024Q4: 19,481 shares; 2025Q1: 19,487 shares; 2025Q2: 20,590 shares; 2025Q3: 31,846 shares; 2025Q4: 38,938 shares; 2026Q1: 44,412 shares 44,412 $1.28M 0.01% +5,474 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,377 shares; 2025Q3: 30,130 shares; 2025Q4: 33,763 shares; 2026Q1: 50,489 shares 50,489 $1.28M 0.01% +16,726 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,699 shares; 2025Q2: 4,227 shares; 2025Q3: 4,363 shares; 2025Q4: 7,085 shares; 2026Q1: 8,527 shares 8,527 $1.28M 0.01% +1,442 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,930 shares; 2024Q4: 17,009 shares; 2025Q1: 17,038 shares; 2025Q2: 13,983 shares; 2025Q3: 22,034 shares; 2025Q4: 22,903 shares; 2026Q1: 23,993 shares 23,993 $1.27M 0.01% +1,090 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,087 shares; 2025Q1: 6,678 shares; 2025Q2: 6,404 shares; 2025Q3: 6,243 shares; 2025Q4: 6,243 shares; 2026Q1: 5,988 shares 5,988 $1.27M 0.01% -255 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,972 shares; 2024Q4: 76,252 shares; 2025Q1: 83,537 shares; 2025Q2: 80,412 shares; 2025Q3: 61,943 shares; 2025Q4: 85,573 shares; 2026Q1: 75,564 shares 75,564 $1.27M 0.01% -10,009 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 21,588 shares; 2025Q1: 19,935 shares; 2025Q2: 18,927 shares; 2025Q3: 19,995 shares; 2025Q4: 19,987 shares; 2026Q1: 19,142 shares 19,142 $1.27M 0.01% -845 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,948 shares; 2024Q4: 15,796 shares; 2025Q1: 14,863 shares; 2025Q2: 14,514 shares; 2025Q3: 15,337 shares; 2025Q4: 16,003 shares; 2026Q1: 14,489 shares 14,489 $1.27M 0.01% -1,514 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,810 shares; 2025Q1: 224,611 shares; 2025Q2: 22,735 shares; 2025Q3: 244,336 shares; 2025Q4: 98,393 shares; 2026Q1: 80,030 shares 80,030 $1.27M 0.01% -18,363 Timeline IVOV 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: 21,589 shares; 2024Q4: 20,148 shares; 2025Q1: 18,428 shares; 2025Q2: 16,647 shares; 2025Q3: 14,977 shares; 2025Q4: 13,228 shares; 2026Q1: 12,398 shares 12,398 $1.26M 0.01% -830 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 50,071 shares; 2025Q1: 55,958 shares; 2025Q2: 55,749 shares; 2025Q3: 60,626 shares; 2025Q4: 29,771 shares; 2026Q1: 27,900 shares 27,900 $1.26M 0.01% -1,871 Timeline BSMR 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: 14,322 shares; 2024Q4: 9,400 shares; 2025Q1: 12,152 shares; 2025Q2: 17,867 shares; 2025Q3: 22,590 shares; 2025Q4: 27,029 shares; 2026Q1: 53,311 shares 53,311 $1.26M 0.01% +26,282 Timeline JMBS 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: 143,961 shares; 2024Q4: 46,593 shares; 2025Q1: 27,971 shares; 2025Q2: 25,857 shares; 2025Q3: 22,827 shares; 2025Q4: 28,522 shares; 2026Q1: 27,830 shares 27,830 $1.26M 0.01% -692 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 8,712 shares; 2025Q1: 9,757 shares; 2025Q2: 8,870 shares; 2025Q3: 8,361 shares; 2025Q4: 8,739 shares; 2026Q1: 8,286 shares 8,286 $1.25M 0.01% -453 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,787 shares; 2025Q4: 28,380 shares; 2026Q1: 56,040 shares 56,040 $1.25M 0.01% +27,660 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,329 shares; 2024Q4: 21,978 shares; 2025Q1: 23,075 shares; 2025Q2: 51,332 shares; 2025Q3: 63,688 shares; 2025Q4: 64,227 shares; 2026Q1: 76,980 shares 76,980 $1.25M 0.01% +12,753 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 16,343 shares; 2025Q1: 15,736 shares; 2025Q2: 15,668 shares; 2025Q3: 15,777 shares; 2025Q4: 14,816 shares; 2026Q1: 14,075 shares 14,075 $1.24M 0.01% -741 Timeline PRF 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: 36,906 shares; 2024Q4: 22,834 shares; 2025Q1: 18,350 shares; 2025Q2: 24,082 shares; 2025Q3: 26,296 shares; 2025Q4: 26,872 shares; 2026Q1: 26,163 shares 26,163 $1.24M 0.01% -709 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,609 shares; 2025Q1: 31,127 shares; 2025Q2: 37,036 shares; 2025Q3: 57,846 shares; 2025Q4: 45,276 shares; 2026Q1: 36,802 shares 36,802 $1.24M 0.01% -8,474 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,056 shares; 2026Q1: 144,585 shares 144,585 $1.24M 0.01% +5,529 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,268 shares; 2024Q4: 111,886 shares; 2025Q1: 111,569 shares; 2025Q2: 109,060 shares; 2025Q3: 114,003 shares; 2025Q4: 101,139 shares; 2026Q1: 100,299 shares 100,299 $1.24M 0.01% -840 Timeline LTPZ 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: 16,898 shares; 2024Q4: 16,864 shares; 2025Q1: 21,208 shares; 2025Q2: 22,741 shares; 2025Q3: 21,846 shares; 2025Q4: 22,370 shares; 2026Q1: 24,209 shares 24,209 $1.24M 0.01% +1,839 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,521 shares; 2024Q4: 30,349 shares; 2025Q1: 30,648 shares; 2025Q2: 31,829 shares; 2025Q3: 29,580 shares; 2025Q4: 17,215 shares; 2026Q1: 22,126 shares 22,126 $1.23M 0.01% +4,911 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 5,860 shares; 2025Q1: 15,206 shares; 2025Q2: 15,175 shares; 2025Q3: 15,180 shares; 2025Q4: 15,163 shares; 2026Q1: 15,167 shares 15,167 $1.23M 0.01% +4 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 1,863 shares; 2025Q4: 2,958 shares; 2026Q1: 3,669 shares 3,669 $1.22M 0.01% +711 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,526 shares; 2024Q4: 15,696 shares; 2025Q1: 15,035 shares; 2025Q2: 17,985 shares; 2025Q3: 17,530 shares; 2025Q4: 17,985 shares; 2026Q1: 14,982 shares 14,982 $1.22M 0.01% -3,003 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 40,957 shares; 2025Q1: 43,951 shares; 2025Q2: 34,359 shares; 2025Q3: 47,102 shares; 2025Q4: 42,194 shares; 2026Q1: 41,136 shares 41,136 $1.22M 0.01% -1,058 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,233 shares 67,233 $1.22M 0.01% new Timeline REVS 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: 16,043 shares; 2025Q4: 41,486 shares; 2026Q1: 42,408 shares 42,408 $1.21M 0.01% +922 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 7,724 shares; 2025Q1: 8,055 shares; 2025Q2: 12,623 shares; 2025Q3: 12,953 shares; 2025Q4: 13,400 shares; 2026Q1: 14,328 shares 14,328 $1.21M 0.01% +928 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,316 shares; 2024Q4: 22,611 shares; 2025Q1: 20,360 shares; 2025Q2: 19,503 shares; 2025Q3: 19,678 shares; 2025Q4: 15,926 shares; 2026Q1: 14,883 shares 14,883 $1.21M 0.01% -1,043 Timeline DFGP 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: 4,430 shares; 2025Q3: 7,576 shares; 2025Q4: 7,504 shares; 2026Q1: 22,383 shares 22,383 $1.21M 0.01% +14,879 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 39,026 shares; 2025Q1: 38,911 shares; 2025Q2: 37,146 shares; 2025Q3: 37,244 shares; 2025Q4: 32,865 shares; 2026Q1: 31,154 shares 31,154 $1.21M 0.01% -1,711 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 18,062 shares; 2025Q1: 17,883 shares; 2025Q2: 13,781 shares; 2025Q3: 13,848 shares; 2025Q4: 13,832 shares; 2026Q1: 13,863 shares 13,863 $1.21M 0.01% +31 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,458 shares; 2024Q4: 29,456 shares; 2025Q1: 28,823 shares; 2025Q2: 26,823 shares; 2025Q3: 27,123 shares; 2025Q4: 26,504 shares; 2026Q1: 24,954 shares 24,954 $1.2M 0.01% -1,550 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,165 shares; 2026Q1: 33,179 shares 33,179 $1.2M 0.01% +1,014 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 7,919 shares; 2025Q1: 7,519 shares; 2025Q2: 7,334 shares; 2025Q3: 7,260 shares; 2025Q4: 7,667 shares; 2026Q1: 7,477 shares 7,477 $1.2M 0.01% -190 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,488 shares 3,488 $1.2M 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,375 shares; 2024Q4: 79,831 shares; 2025Q1: 77,710 shares; 2025Q2: 76,244 shares; 2025Q3: 86,311 shares; 2025Q4: 90,835 shares; 2026Q1: 83,449 shares 83,449 $1.2M 0.01% -7,386 Timeline VPLS 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: not reported; 2024Q4: 3,821 shares; 2025Q1: 4,028 shares; 2025Q2: 4,033 shares; 2025Q3: 3,879 shares; 2025Q4: 13,240 shares; 2026Q1: 15,382 shares 15,382 $1.19M 0.01% +2,142 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 13,544 shares; 2025Q1: 13,562 shares; 2025Q2: 14,110 shares; 2025Q3: 13,845 shares; 2025Q4: 13,341 shares; 2026Q1: 13,278 shares 13,278 $1.19M 0.01% -63 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,405 shares 25,405 $1.19M 0.01% new Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,439 shares; 2024Q4: 89,992 shares; 2025Q1: 89,046 shares; 2025Q2: 101,097 shares; 2025Q3: 99,815 shares; 2025Q4: 112,838 shares; 2026Q1: 104,993 shares 104,993 $1.19M 0.01% -7,845 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 5,639 shares; 2025Q3: 3,599 shares; 2025Q4: 3,591 shares; 2026Q1: 6,893 shares 6,893 $1.18M 0.01% +3,302 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,595 shares; 2024Q4: 67,298 shares; 2025Q1: 88,014 shares; 2025Q2: 134,459 shares; 2025Q3: 140,684 shares; 2025Q4: 136,024 shares; 2026Q1: 126,460 shares 126,460 $1.17M 0.01% -9,564 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,870 shares; 2024Q4: 287,870 shares; 2025Q1: 302,270 shares; 2025Q2: 226,070 shares; 2025Q3: 222,070 shares; 2025Q4: 219,070 shares; 2026Q1: 217,070 shares 217,070 $1.17M 0.01% -2,000 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 10,300 shares; 2025Q1: 21,720 shares; 2025Q2: 21,218 shares; 2025Q3: 25,793 shares; 2025Q4: 27,859 shares; 2026Q1: 18,446 shares 18,446 $1.17M 0.01% -9,413 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,834 shares; 2024Q4: 142,329 shares; 2025Q1: 128,186 shares; 2025Q2: 88,805 shares; 2025Q3: 62,193 shares; 2025Q4: 60,626 shares; 2026Q1: 52,345 shares 52,345 $1.17M 0.01% -8,281 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,891 shares; 2024Q4: 30,023 shares; 2025Q1: 29,261 shares; 2025Q2: 45,261 shares; 2025Q3: 932,208 shares; 2025Q4: 517,619 shares; 2026Q1: 250,387 shares 250,387 $1.17M 0.01% -267,232 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,447 shares; 2024Q4: 26,678 shares; 2025Q1: 25,347 shares; 2025Q2: 34,666 shares; 2025Q3: 35,145 shares; 2025Q4: 38,477 shares; 2026Q1: 30,015 shares 30,015 $1.17M 0.01% -8,462 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,192 shares; 2025Q2: 82,521 shares; 2025Q3: 82,295 shares; 2025Q4: 104,285 shares; 2026Q1: 110,547 shares 110,547 $1.17M 0.01% +6,262 Timeline PXH 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: 120,895 shares; 2024Q4: 46,910 shares; 2025Q1: 56,056 shares; 2025Q2: 60,540 shares; 2025Q3: 60,802 shares; 2025Q4: 67,147 shares; 2026Q1: 43,333 shares 43,333 $1.17M 0.01% -23,814 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,004 shares; 2025Q2: 28,175 shares; 2025Q3: 21,642 shares; 2025Q4: 26,167 shares; 2026Q1: 32,810 shares 32,810 $1.16M 0.01% +6,643 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,642 shares 14,642 $1.16M 0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,482 shares; 2025Q4: 6,496 shares; 2026Q1: 12,107 shares 12,107 $1.16M 0.01% +5,611 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,564 shares; 2024Q4: 16,771 shares; 2025Q1: 17,599 shares; 2025Q2: 18,447 shares; 2025Q3: 18,241 shares; 2025Q4: 18,129 shares; 2026Q1: 15,367 shares 15,367 $1.15M 0.01% -2,762 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,508 shares; 2024Q4: 149,450 shares; 2025Q1: 152,099 shares; 2025Q2: 154,815 shares; 2025Q3: 122,438 shares; 2025Q4: 84,489 shares; 2026Q1: 84,222 shares 84,222 $1.15M 0.01% -267 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,250 shares; 2024Q4: 185,084 shares; 2025Q1: 194,100 shares; 2025Q2: 202,951 shares; 2025Q3: 207,122 shares; 2025Q4: 225,829 shares; 2026Q1: 226,549 shares 226,549 $1.15M 0.01% +720 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,872 shares; 2024Q4: 38,340 shares; 2025Q1: 51,749 shares; 2025Q2: 30,013 shares; 2025Q3: 27,618 shares; 2025Q4: 24,128 shares; 2026Q1: 29,434 shares 29,434 $1.15M 0.01% +5,306 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,454 shares; 2024Q4: 57,199 shares; 2025Q1: 55,861 shares; 2025Q2: 54,038 shares; 2025Q3: 22,390 shares; 2025Q4: 22,863 shares; 2026Q1: 23,660 shares 23,660 $1.15M 0.01% +797 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,921 shares; 2025Q1: 7,034 shares; 2025Q2: 7,116 shares; 2025Q3: 7,200 shares; 2025Q4: 7,186 shares; 2026Q1: 5,733 shares 5,733 $1.15M 0.01% -1,453 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 42,763 shares; 2025Q1: 42,757 shares; 2025Q2: 42,757 shares; 2025Q3: 42,761 shares; 2025Q4: 42,570 shares; 2026Q1: 42,652 shares 42,652 $1.15M 0.01% +82 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,730 shares; 2025Q4: 31,026 shares; 2026Q1: 93,540 shares 93,540 $1.14M 0.01% +62,514 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,500 shares; 2024Q4: 44,341 shares; 2025Q1: 41,270 shares; 2025Q2: 37,831 shares; 2025Q3: 36,754 shares; 2025Q4: 19,936 shares; 2026Q1: 12,483 shares 12,483 $1.14M 0.01% -7,453 Timeline IBTM 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,973 shares; 2025Q2: 21,973 shares; 2025Q3: 36,842 shares; 2025Q4: 47,796 shares; 2026Q1: 49,377 shares 49,377 $1.13M 0.01% +1,581 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 17,471 shares; 2025Q1: 10,985 shares; 2025Q2: 10,749 shares; 2025Q3: 10,548 shares; 2025Q4: 9,959 shares; 2026Q1: 11,712 shares 11,712 $1.13M 0.01% +1,753 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,521 shares; 2024Q4: 31,538 shares; 2025Q1: 66,038 shares; 2025Q2: 103,948 shares; 2025Q3: 113,452 shares; 2025Q4: 119,673 shares; 2026Q1: 135,051 shares 135,051 $1.13M 0.01% +15,378 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 6,612 shares; 2026Q1: 6,787 shares 6,787 $1.13M 0.01% +175 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 2,227 shares; 2025Q1: 2,502 shares; 2025Q2: 2,704 shares; 2025Q3: 2,687 shares; 2025Q4: 2,412 shares; 2026Q1: 2,342 shares 2,342 $1.12M 0.01% -70 Timeline PICB 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: 45,061 shares; 2024Q4: 44,628 shares; 2025Q1: 40,801 shares; 2025Q2: 41,688 shares; 2025Q3: 43,665 shares; 2025Q4: 47,537 shares; 2026Q1: 48,639 shares 48,639 $1.12M 0.01% +1,102 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,129 shares; 2025Q2: 18,907 shares; 2025Q3: 19,608 shares; 2025Q4: 18,595 shares; 2026Q1: 19,382 shares 19,382 $1.12M 0.01% +787 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,006 shares; 2024Q4: 162,140 shares; 2025Q1: 188,848 shares; 2025Q2: 179,301 shares; 2025Q3: 173,647 shares; 2025Q4: 170,728 shares; 2026Q1: 200,458 shares 200,458 $1.12M 0.01% +29,730 Timeline UTWO 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: 20,618 shares; 2024Q4: 23,273 shares; 2025Q1: 23,515 shares; 2025Q2: 27,171 shares; 2025Q3: 27,117 shares; 2025Q4: 25,403 shares; 2026Q1: 23,247 shares 23,247 $1.12M 0.01% -2,156 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: 7,351 shares; 2025Q2: 22,925 shares; 2025Q3: 18,318 shares; 2025Q4: 17,277 shares; 2026Q1: 16,232 shares 16,232 $1.12M 0.01% -1,045 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,821 shares; 2025Q3: 9,886 shares; 2025Q4: 9,887 shares; 2026Q1: 12,931 shares 12,931 $1.12M 0.01% +3,044 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,047 shares; 2026Q1: 34,688 shares 34,688 $1.12M 0.01% +25,641 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 8,111 shares; 2025Q1: 6,729 shares; 2025Q2: 6,548 shares; 2025Q3: 5,957 shares; 2025Q4: 6,063 shares; 2026Q1: 5,644 shares 5,644 $1.11M 0.01% -419 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 9,448 shares; 2025Q1: 9,823 shares; 2025Q2: 9,696 shares; 2025Q3: 10,154 shares; 2025Q4: 10,301 shares; 2026Q1: 10,346 shares 10,346 $1.11M 0.01% +45 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,156 shares; 2024Q4: 104,241 shares; 2025Q1: 108,070 shares; 2025Q2: 106,421 shares; 2025Q3: 121,334 shares; 2025Q4: 128,562 shares; 2026Q1: 134,957 shares 134,957 $1.1M 0.01% +6,395 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 34,684 shares; 2025Q1: 17,394 shares; 2025Q2: 17,384 shares; 2025Q3: 16,527 shares; 2025Q4: 16,858 shares; 2026Q1: 16,854 shares 16,854 $1.1M 0.01% -4 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,142 shares; 2024Q4: 67,612 shares; 2025Q1: 67,614 shares; 2025Q2: 53,590 shares; 2025Q3: 52,533 shares; 2025Q4: 50,860 shares; 2026Q1: 48,936 shares 48,936 $1.1M 0.01% -1,924 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,537 shares; 2024Q4: 13,717 shares; 2025Q1: 13,713 shares; 2025Q2: 13,859 shares; 2025Q3: 14,107 shares; 2025Q4: 14,156 shares; 2026Q1: 10,320 shares 10,320 $1.09M 0.01% -3,836 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,715 shares; 2024Q4: 27,920 shares; 2025Q1: 15,693 shares; 2025Q2: 15,261 shares; 2025Q3: 13,270 shares; 2025Q4: 13,324 shares; 2026Q1: 13,222 shares 13,222 $1.09M 0.01% -102 Timeline MTGP 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: 127,111 shares; 2024Q4: 130,936 shares; 2025Q1: 28,817 shares; 2025Q2: 16,333 shares; 2025Q3: 15,370 shares; 2025Q4: 16,999 shares; 2026Q1: 24,661 shares 24,661 $1.09M 0.01% +7,662 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,170 shares; 2024Q4: 18,669 shares; 2025Q1: 21,611 shares; 2025Q2: 22,091 shares; 2025Q3: 24,530 shares; 2025Q4: 35,267 shares; 2026Q1: 13,131 shares 13,131 $1.09M 0.01% -22,136 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,601 shares; 2024Q4: 13,327 shares; 2025Q1: 16,963 shares; 2025Q2: 15,135 shares; 2025Q3: 15,189 shares; 2025Q4: 14,758 shares; 2026Q1: 15,994 shares 15,994 $1.09M 0.01% +1,236 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,642 shares 64,642 $1.08M 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 4,342 shares; 2025Q1: 5,215 shares; 2025Q2: 6,452 shares; 2025Q3: 5,515 shares; 2025Q4: 5,071 shares; 2026Q1: 3,987 shares 3,987 $1.08M 0.01% -1,084 Timeline EIPI 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: 51,035 shares; 2024Q4: 45,919 shares; 2025Q1: 46,532 shares; 2025Q2: 46,093 shares; 2025Q3: 47,346 shares; 2025Q4: 47,730 shares; 2026Q1: 47,953 shares 47,953 $1.08M 0.01% +223 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,924 shares; 2024Q4: 23,088 shares; 2025Q1: 19,483 shares; 2025Q2: 19,935 shares; 2025Q3: 23,080 shares; 2025Q4: 24,675 shares; 2026Q1: 21,232 shares 21,232 $1.08M 0.01% -3,443 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,742 shares 14,742 $1.07M 0.01% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,318 shares; 2025Q3: 72,554 shares; 2025Q4: 68,759 shares; 2026Q1: 50,164 shares 50,164 $1.07M 0.01% -18,595 Timeline MODL 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: 9,829 shares; 2024Q4: 9,388 shares; 2025Q1: 24,261 shares; 2025Q2: 24,494 shares; 2025Q3: 24,655 shares; 2025Q4: 21,714 shares; 2026Q1: 23,890 shares 23,890 $1.07M 0.01% +2,176 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,987 shares; 2024Q4: 29,798 shares; 2025Q1: 25,579 shares; 2025Q2: 25,445 shares; 2025Q3: 27,205 shares; 2025Q4: 15,723 shares; 2026Q1: 13,059 shares 13,059 $1.07M <0.01% -2,664 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 8,403 shares; 2025Q1: 6,352 shares; 2025Q2: 6,499 shares; 2025Q3: 8,117 shares; 2025Q4: 8,457 shares; 2026Q1: 8,421 shares 8,421 $1.07M <0.01% -36 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 6,349 shares; 2025Q1: 5,971 shares; 2025Q2: 6,301 shares; 2025Q3: 5,580 shares; 2025Q4: 5,577 shares; 2026Q1: 5,415 shares 5,415 $1.06M <0.01% -162 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,789 shares; 2026Q1: 41,200 shares 41,200 $1.05M <0.01% +25,411 Timeline EDGI 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: 99,444 shares; 2025Q4: 104,420 shares; 2026Q1: 37,049 shares 37,049 $1.05M <0.01% -67,371 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,765 shares; 2024Q4: 83,621 shares; 2025Q1: 81,667 shares; 2025Q2: 78,625 shares; 2025Q3: 68,371 shares; 2025Q4: 62,555 shares; 2026Q1: 54,763 shares 54,763 $1.05M <0.01% -7,792 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,035 shares; 2024Q4: 146,674 shares; 2025Q1: 157,751 shares; 2025Q2: 145,556 shares; 2025Q3: 156,103 shares; 2025Q4: 150,238 shares; 2026Q1: 139,034 shares 139,034 $1.05M <0.01% -11,204 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 4,869 shares; 2025Q1: 5,435 shares; 2025Q2: 6,059 shares; 2025Q3: 6,122 shares; 2025Q4: 6,252 shares; 2026Q1: 6,146 shares 6,146 $1.05M <0.01% -106 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 506 shares; 2025Q1: 420 shares; 2025Q2: 4,203 shares; 2025Q3: 4,297 shares; 2025Q4: 4,276 shares; 2026Q1: 5,461 shares 5,461 $1.05M <0.01% +1,185 Timeline PRFZ 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: 42,639 shares; 2024Q4: 36,800 shares; 2025Q1: 34,894 shares; 2025Q2: 29,138 shares; 2025Q3: 24,568 shares; 2025Q4: 23,106 shares; 2026Q1: 22,764 shares 22,764 $1.04M <0.01% -342 Timeline CFO 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: 20,248 shares; 2024Q4: 19,357 shares; 2025Q1: 18,961 shares; 2025Q2: 17,978 shares; 2025Q3: 17,466 shares; 2025Q4: 16,010 shares; 2026Q1: 14,075 shares 14,075 $1.04M <0.01% -1,935 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 14,725 shares; 2025Q1: 14,432 shares; 2025Q2: 14,706 shares; 2025Q3: 13,808 shares; 2025Q4: 11,995 shares; 2026Q1: 12,311 shares 12,311 $1.04M <0.01% +316 Timeline SHYD 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: 25,521 shares; 2024Q4: 24,181 shares; 2025Q1: 32,437 shares; 2025Q2: 26,573 shares; 2025Q3: 27,070 shares; 2025Q4: 49,506 shares; 2026Q1: 45,966 shares 45,966 $1.04M <0.01% -3,540 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,175 shares; 2025Q1: 29,801 shares; 2025Q2: 76,303 shares; 2025Q3: 92,918 shares; 2025Q4: 80,282 shares; 2026Q1: 22,476 shares 22,476 $1.04M <0.01% -57,806 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 7,537 shares; 2025Q3: 8,584 shares; 2025Q4: 8,409 shares; 2026Q1: 25,240 shares 25,240 $1.04M <0.01% +16,831 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,428 shares; 2024Q4: 29,260 shares; 2025Q1: 27,577 shares; 2025Q2: 28,962 shares; 2025Q3: 28,507 shares; 2025Q4: 28,648 shares; 2026Q1: 28,800 shares 28,800 $1.04M <0.01% +152 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,571 shares; 2025Q1: 55,978 shares; 2025Q2: 21,923 shares; 2025Q3: 15,196 shares; 2025Q4: 13,516 shares; 2026Q1: 44,190 shares 44,190 $1.04M <0.01% +30,674 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,159 shares; 2024Q4: 34,067 shares; 2025Q1: 33,463 shares; 2025Q2: 33,579 shares; 2025Q3: 31,320 shares; 2025Q4: 31,717 shares; 2026Q1: 23,080 shares 23,080 $1.03M <0.01% -8,637 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 16,226 shares; 2025Q1: 15,650 shares; 2025Q2: 12,564 shares; 2025Q3: 12,846 shares; 2025Q4: 23,209 shares; 2026Q1: 21,158 shares 21,158 $1.03M <0.01% -2,051 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,644 shares; 2024Q4: 5,444 shares; 2025Q1: 10,287 shares; 2025Q2: 11,380 shares; 2025Q3: 15,530 shares; 2025Q4: 18,893 shares; 2026Q1: 21,675 shares 21,675 $1.03M <0.01% +2,782 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 10,528 shares; 2025Q1: 10,584 shares; 2025Q2: 10,167 shares; 2025Q3: 14,411 shares; 2025Q4: 14,750 shares; 2026Q1: 14,885 shares 14,885 $1.03M <0.01% +135 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,058 shares; 2025Q4: 16,072 shares; 2026Q1: 17,441 shares 17,441 $1.03M <0.01% +1,369 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,887 shares; 2024Q4: 38,850 shares; 2025Q1: 51,898 shares; 2025Q2: 35,650 shares; 2025Q3: 33,627 shares; 2025Q4: 25,428 shares; 2026Q1: 20,429 shares 20,429 $1.03M <0.01% -4,999 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 10,408 shares; 2025Q1: 7,273 shares; 2025Q2: 7,084 shares; 2025Q3: 7,660 shares; 2025Q4: 9,490 shares; 2026Q1: 8,742 shares 8,742 $1.03M <0.01% -748 Timeline LRGE 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: 14,160 shares; 2024Q4: 12,629 shares; 2025Q1: 12,496 shares; 2025Q2: 14,454 shares; 2025Q3: 13,366 shares; 2025Q4: 13,321 shares; 2026Q1: 13,649 shares 13,649 $1.03M <0.01% +328 Timeline DOL 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: 15,290 shares; 2025Q3: 16,298 shares; 2025Q4: 14,451 shares; 2026Q1: 15,071 shares 15,071 $1.02M <0.01% +620 Timeline HYBL 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: not reported; 2025Q3: 10,536 shares; 2025Q4: 25,059 shares; 2026Q1: 36,803 shares 36,803 $1.02M <0.01% +11,744 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,199 shares; 2025Q3: 6,191 shares; 2025Q4: 17,187 shares; 2026Q1: 19,257 shares 19,257 $1.02M <0.01% +2,070 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,962 shares; 2024Q4: 34,198 shares; 2025Q1: 24,297 shares; 2025Q2: 20,173 shares; 2025Q3: 21,493 shares; 2025Q4: 25,399 shares; 2026Q1: 26,220 shares 26,220 $1.02M <0.01% +821 Timeline AFGR 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: 17,508 shares; 2024Q4: 17,249 shares; 2025Q1: 16,387 shares; 2025Q2: 31,757 shares; 2025Q3: 33,682 shares; 2025Q4: 33,287 shares; 2026Q1: 32,675 shares 32,675 $1.02M <0.01% -612 Timeline DTD 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: 15,834 shares; 2024Q4: 12,995 shares; 2025Q1: 12,420 shares; 2025Q2: 13,231 shares; 2025Q3: 12,102 shares; 2025Q4: 12,069 shares; 2026Q1: 11,854 shares 11,854 $1.02M <0.01% -215 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,410 shares; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,301 shares; 2025Q4: 1,319 shares; 2026Q1: 5,076 shares 5,076 $1.02M <0.01% +3,757 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,098 shares; 2024Q4: 34,556 shares; 2025Q1: 25,821 shares; 2025Q2: 29,280 shares; 2025Q3: 21,527 shares; 2025Q4: 20,692 shares; 2026Q1: 20,674 shares 20,674 $1.02M <0.01% -18 Timeline EDGH 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: 53,737 shares; 2025Q4: 58,484 shares; 2026Q1: 29,841 shares 29,841 $1.02M <0.01% -28,643 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,362 shares; 2024Q4: 39,456 shares; 2025Q1: 33,753 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,703 shares; 2026Q1: 209,163 shares 209,163 $1.02M <0.01% +158,460 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,161 shares; 2024Q4: 40,187 shares; 2025Q1: 41,933 shares; 2025Q2: 40,958 shares; 2025Q3: 49,090 shares; 2025Q4: 50,135 shares; 2026Q1: 49,668 shares 49,668 $1.02M <0.01% -467 Timeline BUFG 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: 118,415 shares; 2024Q4: 141,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,542 shares; 2025Q4: 65,048 shares; 2026Q1: 37,833 shares 37,833 $1.02M <0.01% -27,215 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,230 shares; 2024Q4: 115,262 shares; 2025Q1: 114,912 shares; 2025Q2: 115,132 shares; 2025Q3: 115,345 shares; 2025Q4: 115,556 shares; 2026Q1: 115,655 shares 115,655 $1.02M <0.01% +99 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 9,755 shares; 2025Q1: 8,160 shares; 2025Q2: 8,209 shares; 2025Q3: 8,295 shares; 2025Q4: 8,453 shares; 2026Q1: 8,024 shares 8,024 $1.01M <0.01% -429 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 18,432 shares; 2025Q1: 18,280 shares; 2025Q2: 18,283 shares; 2025Q3: 18,177 shares; 2025Q4: 18,129 shares; 2026Q1: 18,132 shares 18,132 $1.01M <0.01% +3 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,978 shares; 2025Q1: 40,120 shares; 2025Q2: 168,232 shares; 2025Q3: 148,824 shares; 2025Q4: 48,594 shares; 2026Q1: 44,370 shares 44,370 $1.01M <0.01% -4,224 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,278 shares; 2024Q4: 41,293 shares; 2025Q1: 57,133 shares; 2025Q2: 38,028 shares; 2025Q3: 93,444 shares; 2025Q4: 45,730 shares; 2026Q1: 41,595 shares 41,595 $1.01M <0.01% -4,135 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,294 shares; 2024Q4: 5,676 shares; 2025Q1: 4,348 shares; 2025Q2: 4,007 shares; 2025Q3: 5,325 shares; 2025Q4: 4,792 shares; 2026Q1: 4,372 shares 4,372 $1.01M <0.01% -420 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,114 shares; 2025Q1: 4,288 shares; 2025Q2: 6,333 shares; 2025Q3: 6,273 shares; 2025Q4: 6,058 shares; 2026Q1: 6,238 shares 6,238 $1.01M <0.01% +180 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,551 shares; 2024Q4: 38,675 shares; 2025Q1: 26,935 shares; 2025Q2: 27,048 shares; 2025Q3: 26,786 shares; 2025Q4: 53,920 shares; 2026Q1: 55,170 shares 55,170 $1.01M <0.01% +1,250 Timeline FLSP 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: 9,083 shares; 2024Q4: 8,935 shares; 2025Q1: 13,763 shares; 2025Q2: 15,968 shares; 2025Q3: 15,293 shares; 2025Q4: 16,894 shares; 2026Q1: 37,069 shares 37,069 $1.01M <0.01% +20,175 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,432 shares; 2026Q1: 112,451 shares 112,451 $1.01M <0.01% +19 Timeline RAAX 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: 17,603 shares; 2025Q3: 17,735 shares; 2025Q4: 18,717 shares; 2026Q1: 24,762 shares 24,762 $1.01M <0.01% +6,045 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 8,383 shares; 2025Q1: 8,261 shares; 2025Q2: 8,188 shares; 2025Q3: 8,310 shares; 2025Q4: 8,534 shares; 2026Q1: 8,517 shares 8,517 $1.01M <0.01% -17 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,174 shares; 2024Q4: 40,944 shares; 2025Q1: 40,679 shares; 2025Q2: 39,749 shares; 2025Q3: 37,163 shares; 2025Q4: 34,084 shares; 2026Q1: 34,114 shares 34,114 $1.01M <0.01% +30 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,972 shares; 2024Q4: 9,284 shares; 2025Q1: 8,832 shares; 2025Q2: 12,178 shares; 2025Q3: 12,097 shares; 2025Q4: 10,047 shares; 2026Q1: 8,626 shares 8,626 $1M <0.01% -1,421 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 7,214 shares; 2025Q1: 6,522 shares; 2025Q2: 6,537 shares; 2025Q3: 6,390 shares; 2025Q4: 6,285 shares; 2026Q1: 5,629 shares 5,629 $1M <0.01% -656 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,089 shares; 2024Q4: 18,042 shares; 2025Q1: 16,687 shares; 2025Q2: 16,150 shares; 2025Q3: 16,048 shares; 2025Q4: 16,340 shares; 2026Q1: 10,779 shares 10,779 $997K <0.01% -5,561 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 4,940 shares; 2025Q1: 4,887 shares; 2025Q2: 6,301 shares; 2025Q3: 6,514 shares; 2025Q4: 7,229 shares; 2026Q1: 6,808 shares 6,808 $995K <0.01% -421 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 15,149 shares; 2025Q1: 13,461 shares; 2025Q2: 6,230 shares; 2025Q3: 5,161 shares; 2025Q4: 16,896 shares; 2026Q1: 15,822 shares 15,822 $994K <0.01% -1,074 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,730 shares; 2024Q4: 47,253 shares; 2025Q1: 36,897 shares; 2025Q2: 29,450 shares; 2025Q3: 22,999 shares; 2025Q4: 22,478 shares; 2026Q1: 21,891 shares 21,891 $993K <0.01% -587 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,804 shares; 2024Q4: 34,682 shares; 2025Q1: 52,130 shares; 2025Q2: 50,523 shares; 2025Q3: 42,329 shares; 2025Q4: 48,476 shares; 2026Q1: 55,718 shares 55,718 $991K <0.01% +7,242 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,081 shares; 2025Q1: 4,977 shares; 2025Q2: 5,064 shares; 2025Q3: 4,991 shares; 2025Q4: 4,969 shares; 2026Q1: 2,016 shares 2,016 $989K <0.01% -2,953 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 13,721 shares; 2025Q1: 11,245 shares; 2025Q2: 11,260 shares; 2025Q3: 10,864 shares; 2025Q4: 10,432 shares; 2026Q1: 10,453 shares 10,453 $988K <0.01% +21 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,072 shares; 2024Q4: 43,178 shares; 2025Q1: 42,679 shares; 2025Q2: 42,856 shares; 2025Q3: 43,028 shares; 2025Q4: 43,253 shares; 2026Q1: 43,365 shares 43,365 $984K <0.01% +112 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 6,760 shares; 2025Q1: 6,820 shares; 2025Q2: 7,125 shares; 2025Q3: 8,366 shares; 2025Q4: 8,802 shares; 2026Q1: 9,352 shares 9,352 $983K <0.01% +550 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,065 shares; 2024Q4: 14,895 shares; 2025Q1: 15,013 shares; 2025Q2: 14,895 shares; 2025Q3: 16,425 shares; 2025Q4: 16,497 shares; 2026Q1: 16,497 shares 16,497 $983K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,309 shares; 2024Q4: 28,302 shares; 2025Q1: 23,931 shares; 2025Q2: 31,030 shares; 2025Q3: 36,954 shares; 2025Q4: 33,952 shares; 2026Q1: 35,875 shares 35,875 $980K <0.01% +1,923 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS 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: 67,629 shares; 2026Q1: 45,649 shares 45,649 $980K <0.01% -21,980 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,591 shares; 2024Q4: 18,209 shares; 2025Q1: 18,137 shares; 2025Q2: 18,998 shares; 2025Q3: 18,125 shares; 2025Q4: 18,303 shares; 2026Q1: 19,258 shares 19,258 $976K <0.01% +955 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 2,991 shares; 2025Q1: 2,838 shares; 2025Q2: 2,763 shares; 2025Q3: 4,375 shares; 2025Q4: 7,836 shares; 2026Q1: 9,128 shares 9,128 $974K <0.01% +1,292 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,418 shares; 2024Q4: 22,271 shares; 2025Q1: 27,463 shares; 2025Q2: 24,813 shares; 2025Q3: 29,588 shares; 2025Q4: 42,774 shares; 2026Q1: 39,444 shares 39,444 $974K <0.01% -3,330 Timeline FREL 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: 7,473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,239 shares; 2026Q1: 36,036 shares 36,036 $970K <0.01% -203 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,243 shares; 2025Q4: 13,429 shares; 2026Q1: 9,967 shares 9,967 $969K <0.01% -3,462 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,561 shares; 2024Q4: 91,236 shares; 2025Q1: 96,248 shares; 2025Q2: 94,955 shares; 2025Q3: 96,930 shares; 2025Q4: 88,616 shares; 2026Q1: 209,278 shares 209,278 $969K <0.01% +120,662 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,964 shares; 2024Q4: 39,145 shares; 2025Q1: 35,902 shares; 2025Q2: 35,483 shares; 2025Q3: 48,724 shares; 2025Q4: 48,934 shares; 2026Q1: 45,070 shares 45,070 $969K <0.01% -3,864 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,236 shares 21,236 $968K <0.01% new Timeline OPRA OPERA LTD More: the full row for OPERA 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: 67,828 shares 67,828 $967K <0.01% new Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 11,216 shares; 2025Q1: 11,216 shares; 2025Q2: 11,263 shares; 2025Q3: 10,763 shares; 2025Q4: 10,763 shares; 2026Q1: 15,426 shares 15,426 $967K <0.01% +4,663 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,470 shares; 2024Q4: 61,374 shares; 2025Q1: 61,493 shares; 2025Q2: 65,970 shares; 2025Q3: 76,695 shares; 2025Q4: 93,767 shares; 2026Q1: 89,140 shares 89,140 $966K <0.01% -4,627 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,332 shares; 2024Q4: 9,959 shares; 2025Q1: 10,085 shares; 2025Q2: 8,063 shares; 2025Q3: 8,491 shares; 2025Q4: 6,898 shares; 2026Q1: 3,471 shares 3,471 $965K <0.01% -3,427 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,105 shares; 2025Q2: 6,793 shares; 2025Q3: 9,353 shares; 2025Q4: 14,949 shares; 2026Q1: 16,136 shares 16,136 $964K <0.01% +1,187 Timeline SCHR 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: 7,644 shares; 2024Q4: 239,090 shares; 2025Q1: 295,945 shares; 2025Q2: 264,455 shares; 2025Q3: 413,949 shares; 2025Q4: 31,665 shares; 2026Q1: 38,550 shares 38,550 $960K <0.01% +6,885 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,693 shares; 2025Q4: 2,936 shares; 2026Q1: 2,472 shares 2,472 $960K <0.01% -464 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 5,561 shares; 2025Q1: 5,779 shares; 2025Q2: 5,022 shares; 2025Q3: 4,655 shares; 2025Q4: 4,963 shares; 2026Q1: 4,642 shares 4,642 $957K <0.01% -321 Timeline WTMF 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: 23,671 shares; 2024Q4: 24,048 shares; 2025Q1: 25,604 shares; 2025Q2: 25,336 shares; 2025Q3: 24,703 shares; 2025Q4: 23,720 shares; 2026Q1: 24,100 shares 24,100 $956K <0.01% +380 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,913 shares; 2026Q1: 37,257 shares 37,257 $953K <0.01% +27,344 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,515 shares; 2025Q3: 9,053 shares; 2025Q4: 3,293 shares; 2026Q1: 4,825 shares 4,825 $952K <0.01% +1,532 Timeline FLCB 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: 159,714 shares; 2024Q4: 158,333 shares; 2025Q1: 61,003 shares; 2025Q2: 43,718 shares; 2025Q3: 42,732 shares; 2025Q4: 42,424 shares; 2026Q1: 44,150 shares 44,150 $949K <0.01% +1,726 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,728 shares; 2026Q1: 21,247 shares 21,247 $948K <0.01% +5,519 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 23,840 shares; 2025Q1: 33,019 shares; 2025Q2: 33,174 shares; 2025Q3: 15,309 shares; 2025Q4: 16,123 shares; 2026Q1: 15,633 shares 15,633 $948K <0.01% -490 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,271 shares; 2024Q4: 36,973 shares; 2025Q1: 29,641 shares; 2025Q2: 29,467 shares; 2025Q3: 27,229 shares; 2025Q4: 27,794 shares; 2026Q1: 26,363 shares 26,363 $947K <0.01% -1,431 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,347 shares; 2024Q4: 50,076 shares; 2025Q1: 54,769 shares; 2025Q2: 55,403 shares; 2025Q3: 52,670 shares; 2025Q4: 49,717 shares; 2026Q1: 54,906 shares 54,906 $947K <0.01% +5,189 Timeline EMTL 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: 37,413 shares; 2024Q4: 37,804 shares; 2025Q1: 37,442 shares; 2025Q2: 21,646 shares; 2025Q3: 20,101 shares; 2025Q4: 22,312 shares; 2026Q1: 22,238 shares 22,238 $946K <0.01% -74 Timeline FIIG 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: 17,979 shares; 2024Q4: 23,735 shares; 2025Q1: 26,811 shares; 2025Q2: 29,237 shares; 2025Q3: 33,319 shares; 2025Q4: 40,799 shares; 2026Q1: 45,564 shares 45,564 $945K <0.01% +4,765 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 2,651 shares; 2025Q1: 2,737 shares; 2025Q2: 2,704 shares; 2025Q3: 6,076 shares; 2025Q4: 6,274 shares; 2026Q1: 8,596 shares 8,596 $945K <0.01% +2,322 Timeline IBDX 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: 17,265 shares; 2024Q4: 17,265 shares; 2025Q1: 17,265 shares; 2025Q2: 24,329 shares; 2025Q3: 24,329 shares; 2025Q4: 24,526 shares; 2026Q1: 37,367 shares 37,367 $944K <0.01% +12,841 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,655 shares; 2025Q4: 17,005 shares; 2026Q1: 18,920 shares 18,920 $942K <0.01% +1,915 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,381 shares; 2025Q4: 13,820 shares; 2026Q1: 26,850 shares 26,850 $941K <0.01% +13,030 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 12,968 shares; 2025Q1: 13,632 shares; 2025Q2: 14,988 shares; 2025Q3: 15,636 shares; 2025Q4: 27,567 shares; 2026Q1: 26,606 shares 26,606 $941K <0.01% -961 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,948 shares; 2024Q4: 33,083 shares; 2025Q1: 31,263 shares; 2025Q2: 25,994 shares; 2025Q3: 25,308 shares; 2025Q4: 26,916 shares; 2026Q1: 25,511 shares 25,511 $940K <0.01% -1,405 Timeline EMOP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,431 shares 21,431 $939K <0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 17,818 shares; 2025Q1: 17,863 shares; 2025Q2: 17,531 shares; 2025Q3: 20,664 shares; 2025Q4: 17,904 shares; 2026Q1: 18,783 shares 18,783 $938K <0.01% +879 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,788 shares; 2026Q1: 10,531 shares 10,531 $937K <0.01% +1,743 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,271 shares; 2024Q4: 139,628 shares; 2025Q1: 135,584 shares; 2025Q2: 138,312 shares; 2025Q3: 134,973 shares; 2025Q4: 147,002 shares; 2026Q1: 22,187 shares 22,187 $937K <0.01% -124,815 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 12,193 shares; 2025Q1: 9,574 shares; 2025Q2: 9,331 shares; 2025Q3: 7,194 shares; 2025Q4: 5,643 shares; 2026Q1: 5,426 shares 5,426 $937K <0.01% -217 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,480 shares; 2026Q1: 36,922 shares 36,922 $935K <0.01% +9,442 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,959 shares; 2024Q4: 63,075 shares; 2025Q1: 71,884 shares; 2025Q2: 70,975 shares; 2025Q3: 70,771 shares; 2025Q4: 75,948 shares; 2026Q1: 54,099 shares 54,099 $932K <0.01% -21,849 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,561 shares; 2024Q4: 16,744 shares; 2025Q1: 17,394 shares; 2025Q2: 38,215 shares; 2025Q3: 36,581 shares; 2025Q4: 48,808 shares; 2026Q1: 35,100 shares 35,100 $931K <0.01% -13,708 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,789 shares; 2024Q4: 37,844 shares; 2025Q1: 36,188 shares; 2025Q2: 35,024 shares; 2025Q3: 45,043 shares; 2025Q4: 46,713 shares; 2026Q1: 47,110 shares 47,110 $931K <0.01% +397 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 11,336 shares; 2025Q1: 7,573 shares; 2025Q2: 5,896 shares; 2025Q3: 8,002 shares; 2025Q4: 8,061 shares; 2026Q1: 6,596 shares 6,596 $931K <0.01% -1,465 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,617 shares 20,617 $925K <0.01% new Timeline PSCI 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: 14,395 shares; 2024Q4: 5,763 shares; 2025Q1: 5,267 shares; 2025Q2: 5,349 shares; 2025Q3: 5,360 shares; 2025Q4: 5,621 shares; 2026Q1: 5,977 shares 5,977 $924K <0.01% +356 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,363 shares; 2026Q1: 55,526 shares 55,526 $922K <0.01% -34,837 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 11,826 shares; 2025Q1: 11,963 shares; 2025Q2: 15,184 shares; 2025Q3: 15,199 shares; 2025Q4: 22,750 shares; 2026Q1: 22,727 shares 22,727 $920K <0.01% -23 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 4,462 shares; 2025Q1: 5,063 shares; 2025Q2: 9,550 shares; 2025Q3: 9,644 shares; 2025Q4: 17,950 shares; 2026Q1: 12,638 shares 12,638 $919K <0.01% -5,312 Timeline PTBD 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: 35,105 shares; 2024Q4: 35,674 shares; 2025Q1: 37,671 shares; 2025Q2: 37,984 shares; 2025Q3: 43,409 shares; 2025Q4: 46,160 shares; 2026Q1: 48,324 shares 48,324 $917K <0.01% +2,164 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,363 shares; 2025Q1: 3,341 shares; 2025Q2: 3,540 shares; 2025Q3: 3,489 shares; 2025Q4: 3,138 shares; 2026Q1: 3,011 shares 3,011 $915K <0.01% -127 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 12,411 shares; 2025Q1: 11,600 shares; 2025Q2: 10,901 shares; 2025Q3: 15,451 shares; 2025Q4: 25,363 shares; 2026Q1: 12,306 shares 12,306 $915K <0.01% -13,057 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,264 shares; 2025Q1: 8,502 shares; 2025Q2: 9,494 shares; 2025Q3: 9,540 shares; 2025Q4: 10,282 shares; 2026Q1: 10,772 shares 10,772 $914K <0.01% +490 Timeline FSIG 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: 53,612 shares; 2024Q4: 51,624 shares; 2025Q1: 49,675 shares; 2025Q2: 47,092 shares; 2025Q3: 48,798 shares; 2025Q4: 49,092 shares; 2026Q1: 48,245 shares 48,245 $914K <0.01% -847 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,608 shares; 2024Q4: 4,651 shares; 2025Q1: 4,484 shares; 2025Q2: 5,158 shares; 2025Q3: 3,622 shares; 2025Q4: 5,530 shares; 2026Q1: 7,258 shares 7,258 $913K <0.01% +1,728 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,902 shares; 2025Q3: 29,289 shares; 2025Q4: 31,260 shares; 2026Q1: 31,905 shares 31,905 $913K <0.01% +645 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,219 shares; 2025Q2: 4,008 shares; 2025Q3: 4,645 shares; 2025Q4: 6,050 shares; 2026Q1: 9,757 shares 9,757 $912K <0.01% +3,707 Timeline EQIN 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: 11,244 shares; 2024Q4: 10,768 shares; 2025Q1: 9,563 shares; 2025Q2: 11,727 shares; 2025Q3: 12,159 shares; 2025Q4: 13,496 shares; 2026Q1: 18,546 shares 18,546 $912K <0.01% +5,050 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,762 shares; 2024Q4: 18,525 shares; 2025Q1: 27,019 shares; 2025Q2: 35,060 shares; 2025Q3: 41,603 shares; 2025Q4: 49,389 shares; 2026Q1: 52,635 shares 52,635 $911K <0.01% +3,246 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,452 shares; 2024Q4: 65,679 shares; 2025Q1: 75,396 shares; 2025Q2: 78,435 shares; 2025Q3: 80,966 shares; 2025Q4: 78,300 shares; 2026Q1: 78,800 shares 78,800 $910K <0.01% +500 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,388 shares; 2024Q4: 23,859 shares; 2025Q1: 27,921 shares; 2025Q2: 32,899 shares; 2025Q3: 34,905 shares; 2025Q4: 34,534 shares; 2026Q1: 38,537 shares 38,537 $910K <0.01% +4,003 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,173 shares; 2025Q1: 2,134 shares; 2025Q2: 2,184 shares; 2025Q3: 2,181 shares; 2025Q4: 4,194 shares; 2026Q1: 5,460 shares 5,460 $907K <0.01% +1,266 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,572 shares; 2024Q4: 32,640 shares; 2025Q1: 30,002 shares; 2025Q2: 39,899 shares; 2025Q3: 40,200 shares; 2025Q4: 43,845 shares; 2026Q1: 45,205 shares 45,205 $902K <0.01% +1,360 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 9,256 shares; 2025Q1: 9,284 shares; 2025Q2: 11,378 shares; 2025Q3: 7,661 shares; 2025Q4: 10,802 shares; 2026Q1: 3,684 shares 3,684 $902K <0.01% -7,118 Timeline OMFS 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: 10,917 shares; 2024Q4: 10,593 shares; 2025Q1: 9,434 shares; 2025Q2: 9,064 shares; 2025Q3: 8,901 shares; 2025Q4: 8,529 shares; 2026Q1: 19,920 shares 19,920 $902K <0.01% +11,391 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,092 shares; 2024Q4: 65,550 shares; 2025Q1: 65,901 shares; 2025Q2: 70,788 shares; 2025Q3: 70,788 shares; 2025Q4: 70,338 shares; 2026Q1: 70,085 shares 70,085 $899K <0.01% -253 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 420 shares; 2025Q1: 557 shares; 2025Q2: 610 shares; 2025Q3: 470 shares; 2025Q4: 531 shares; 2026Q1: 465 shares 465 $890K <0.01% -66 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 5,453 shares; 2025Q1: 5,237 shares; 2025Q2: 5,154 shares; 2025Q3: 10,142 shares; 2025Q4: 10,370 shares; 2026Q1: 9,151 shares 9,151 $889K <0.01% -1,219 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,800 shares; 2025Q2: 24,800 shares; 2025Q3: 40,650 shares; 2025Q4: 44,325 shares; 2026Q1: 46,825 shares 46,825 $888K <0.01% +2,500 Timeline