MMIN 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: 157,385 shares; 2024Q4: 86,960 shares; 2025Q1: 67,686 shares; 2025Q2: 46,521 shares; 2025Q3: 23,602 shares; 2025Q4: 28,442 shares; 2026Q1: 37,332 shares 37,332 $885K <0.01% +8,890 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,904 shares; 2025Q1: 44,375 shares; 2025Q2: 41,014 shares; 2025Q3: 72,164 shares; 2025Q4: 63,904 shares; 2026Q1: 42,625 shares 42,625 $885K <0.01% -21,279 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly 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: 4,552 shares; 2025Q4: 7,913 shares; 2026Q1: 7,709 shares 7,709 $884K <0.01% -204 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,480 shares; 2024Q4: 25,275 shares; 2025Q1: 24,690 shares; 2025Q2: 14,156 shares; 2025Q3: 14,391 shares; 2025Q4: 13,981 shares; 2026Q1: 14,087 shares 14,087 $882K <0.01% +106 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 35,050 shares; 2025Q3: 35,284 shares; 2025Q4: 34,569 shares; 2026Q1: 33,197 shares 33,197 $880K <0.01% -1,372 Timeline IXC 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: 18,588 shares; 2024Q4: 14,291 shares; 2025Q1: 12,501 shares; 2025Q2: 8,446 shares; 2025Q3: 10,902 shares; 2025Q4: 15,896 shares; 2026Q1: 15,265 shares 15,265 $879K <0.01% -631 Timeline DWLD 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: 11,766 shares; 2024Q4: 12,681 shares; 2025Q1: 12,681 shares; 2025Q2: 14,856 shares; 2025Q3: 18,106 shares; 2025Q4: 18,975 shares; 2026Q1: 20,073 shares 20,073 $879K <0.01% +1,098 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,785 shares; 2024Q4: 35,379 shares; 2025Q1: 63,904 shares; 2025Q2: 51,088 shares; 2025Q3: 38,820 shares; 2025Q4: 8,540 shares; 2026Q1: 10,828 shares 10,828 $876K <0.01% +2,288 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,842 shares; 2024Q4: 40,158 shares; 2025Q1: 99,685 shares; 2025Q2: 111,704 shares; 2025Q3: 88,906 shares; 2025Q4: 83,588 shares; 2026Q1: 35,539 shares 35,539 $874K <0.01% -48,049 Timeline XMLV 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: 17,434 shares; 2024Q4: 16,256 shares; 2025Q1: 11,014 shares; 2025Q2: 14,762 shares; 2025Q3: 14,509 shares; 2025Q4: 13,799 shares; 2026Q1: 13,862 shares 13,862 $873K <0.01% +63 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,700 shares; 2024Q4: 274,200 shares; 2025Q1: 286,200 shares; 2025Q2: 290,700 shares; 2025Q3: 314,850 shares; 2025Q4: 342,350 shares; 2026Q1: 347,425 shares 347,425 $872K <0.01% +5,075 Timeline MFSB 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: 9,750 shares; 2025Q4: 34,654 shares; 2026Q1: 34,944 shares 34,944 $870K <0.01% +290 Timeline FUMB 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: 66,111 shares; 2024Q4: 55,223 shares; 2025Q1: 57,029 shares; 2025Q2: 50,894 shares; 2025Q3: 47,143 shares; 2025Q4: 43,282 shares; 2026Q1: 43,324 shares 43,324 $869K <0.01% +42 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 7,995 shares; 2025Q1: 803 shares; 2025Q2: 1,040 shares; 2025Q3: 798 shares; 2025Q4: 7,332 shares; 2026Q1: 2,147 shares 2,147 $868K <0.01% -5,185 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,781 shares; 2024Q4: 21,036 shares; 2025Q1: not reported; 2025Q2: 11,405 shares; 2025Q3: 39,918 shares; 2025Q4: 34,250 shares; 2026Q1: 35,701 shares 35,701 $867K <0.01% +1,451 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,276 shares; 2024Q4: 10,813 shares; 2025Q1: 11,288 shares; 2025Q2: 11,223 shares; 2025Q3: 14,520 shares; 2025Q4: 16,304 shares; 2026Q1: 17,420 shares 17,420 $866K <0.01% +1,116 Timeline XIAEX VOYA ASIA PAC HIGH DIV EQT I More: the full row for VOYA ASIA PAC HIGH DIV EQT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,000 shares; 2024Q4: 159,000 shares; 2025Q1: 197,293 shares; 2025Q2: 203,910 shares; 2025Q3: 117,600 shares; 2025Q4: 115,500 shares; 2026Q1: 117,375 shares 117,375 $865K <0.01% +1,875 Timeline FTMU 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: 108,567 shares; 2026Q1: 110,942 shares 110,942 $864K <0.01% +2,375 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,906 shares 25,906 $862K <0.01% new Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 15,445 shares; 2025Q1: 19,521 shares; 2025Q2: 20,162 shares; 2025Q3: 21,336 shares; 2025Q4: 23,165 shares; 2026Q1: 23,961 shares 23,961 $859K <0.01% +796 Timeline AFIF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,927 shares; 2026Q1: 92,235 shares 92,235 $859K <0.01% +29,308 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,204 shares; 2024Q4: 10,204 shares; 2025Q1: 13,469 shares; 2025Q2: 14,144 shares; 2025Q3: 14,144 shares; 2025Q4: 14,644 shares; 2026Q1: 14,644 shares 14,644 $858K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,260 shares; 2024Q4: 51,340 shares; 2025Q1: 49,068 shares; 2025Q2: 16,506 shares; 2025Q3: 16,740 shares; 2025Q4: 15,556 shares; 2026Q1: 15,138 shares 15,138 $856K <0.01% -418 Timeline DWAS 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: 37,219 shares; 2024Q4: 34,355 shares; 2025Q1: 29,761 shares; 2025Q2: 22,548 shares; 2025Q3: 10,471 shares; 2025Q4: 8,508 shares; 2026Q1: 8,679 shares 8,679 $855K <0.01% +171 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 108,941 shares; 2026Q1: 68,181 shares 68,181 $853K <0.01% -40,760 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,170 shares; 2024Q4: 41,161 shares; 2025Q1: 42,909 shares; 2025Q2: 46,609 shares; 2025Q3: 42,448 shares; 2025Q4: 41,150 shares; 2026Q1: 40,297 shares 40,297 $853K <0.01% -853 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 5,897 shares; 2025Q1: 4,556 shares; 2025Q2: 4,238 shares; 2025Q3: 4,467 shares; 2025Q4: 6,113 shares; 2026Q1: 4,649 shares 4,649 $852K <0.01% -1,464 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,399 shares; 2024Q4: 34,158 shares; 2025Q1: 34,213 shares; 2025Q2: 34,213 shares; 2025Q3: 34,192 shares; 2025Q4: 33,721 shares; 2026Q1: 33,723 shares 33,723 $852K <0.01% +2 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,997 shares 20,997 $850K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 4,805 shares; 2025Q1: 5,455 shares; 2025Q2: 5,172 shares; 2025Q3: 5,278 shares; 2025Q4: 5,061 shares; 2026Q1: 4,933 shares 4,933 $845K <0.01% -128 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,750 shares; 2024Q4: 59,050 shares; 2025Q1: 59,950 shares; 2025Q2: 61,150 shares; 2025Q3: 61,150 shares; 2025Q4: 60,650 shares; 2026Q1: 62,150 shares 62,150 $843K <0.01% +1,500 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,632 shares; 2024Q4: 89,339 shares; 2025Q1: 71,436 shares; 2025Q2: 67,983 shares; 2025Q3: 67,022 shares; 2025Q4: 67,642 shares; 2026Q1: 74,607 shares 74,607 $842K <0.01% +6,965 Timeline BSJS 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: 20,406 shares; 2025Q2: 21,742 shares; 2025Q3: 25,526 shares; 2025Q4: 26,351 shares; 2026Q1: 38,588 shares 38,588 $837K <0.01% +12,237 Timeline ELFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,060 shares; 2025Q3: 23,062 shares; 2025Q4: 21,050 shares; 2026Q1: 21,242 shares 21,242 $836K <0.01% +192 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 27,764 shares; 2025Q1: 29,815 shares; 2025Q2: 15,133 shares; 2025Q3: 12,617 shares; 2025Q4: 12,607 shares; 2026Q1: 11,852 shares 11,852 $832K <0.01% -755 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 21,328 shares; 2025Q4: 21,353 shares; 2026Q1: 25,211 shares 25,211 $831K <0.01% +3,858 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 9,361 shares; 2025Q1: 290,990 shares; 2025Q2: 17,266 shares; 2025Q3: 27,816 shares; 2025Q4: 38,598 shares; 2026Q1: 32,575 shares 32,575 $830K <0.01% -6,023 Timeline BDYN 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: 50,292 shares; 2025Q4: 31,135 shares; 2026Q1: 34,085 shares 34,085 $829K <0.01% +2,950 Timeline FYX 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: 7,456 shares; 2024Q4: 6,967 shares; 2025Q1: 5,914 shares; 2025Q2: 5,646 shares; 2025Q3: 5,825 shares; 2025Q4: 5,850 shares; 2026Q1: 6,938 shares 6,938 $828K <0.01% +1,088 Timeline SRVR 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: 39,983 shares; 2024Q4: 35,271 shares; 2025Q1: 38,972 shares; 2025Q2: 36,682 shares; 2025Q3: 41,590 shares; 2025Q4: 25,448 shares; 2026Q1: 26,518 shares 26,518 $828K <0.01% +1,070 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,185 shares; 2024Q4: 60,039 shares; 2025Q1: 63,795 shares; 2025Q2: 17,890 shares; 2025Q3: 16,911 shares; 2025Q4: 16,850 shares; 2026Q1: 23,299 shares 23,299 $828K <0.01% +6,449 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,796 shares; 2024Q4: 148,671 shares; 2025Q1: 147,031 shares; 2025Q2: 156,690 shares; 2025Q3: 165,618 shares; 2025Q4: 35,716 shares; 2026Q1: 23,482 shares 23,482 $825K <0.01% -12,234 Timeline PID 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: 66,759 shares; 2024Q4: 57,931 shares; 2025Q1: 54,765 shares; 2025Q2: 37,794 shares; 2025Q3: 37,864 shares; 2025Q4: 38,284 shares; 2026Q1: 37,072 shares 37,072 $825K <0.01% -1,212 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,492 shares; 2024Q4: 70,023 shares; 2025Q1: 77,519 shares; 2025Q2: 73,617 shares; 2025Q3: 68,811 shares; 2025Q4: 67,623 shares; 2026Q1: 54,867 shares 54,867 $824K <0.01% -12,756 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 8,723 shares; 2025Q1: 8,716 shares; 2025Q2: 8,708 shares; 2025Q3: 10,966 shares; 2025Q4: 8,849 shares; 2026Q1: 8,749 shares 8,749 $822K <0.01% -100 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly 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: 7,177 shares; 2025Q4: 15,640 shares; 2026Q1: 15,788 shares 15,788 $821K <0.01% +148 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,725 shares; 2025Q1: 3,394 shares; 2025Q2: 3,543 shares; 2025Q3: 3,821 shares; 2025Q4: 3,379 shares; 2026Q1: 3,280 shares 3,280 $820K <0.01% -99 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,257 shares; 2024Q4: 25,042 shares; 2025Q1: 25,049 shares; 2025Q2: 25,056 shares; 2025Q3: 25,063 shares; 2025Q4: 24,396 shares; 2026Q1: 24,396 shares 24,396 $819K <0.01% 0 Timeline GSUS 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: 17,103 shares; 2024Q4: 17,122 shares; 2025Q1: 14,070 shares; 2025Q2: 13,722 shares; 2025Q3: 11,702 shares; 2025Q4: 10,846 shares; 2026Q1: 9,130 shares 9,130 $818K <0.01% -1,716 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,720 shares; 2024Q4: 253,115 shares; 2025Q1: 245,808 shares; 2025Q2: 227,765 shares; 2025Q3: 206,411 shares; 2025Q4: 152,627 shares; 2026Q1: 151,588 shares 151,588 $817K <0.01% -1,039 Timeline RSPD 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: 36,895 shares; 2024Q4: 35,498 shares; 2025Q1: 20,923 shares; 2025Q2: 15,772 shares; 2025Q3: 15,152 shares; 2025Q4: 15,457 shares; 2026Q1: 15,247 shares 15,247 $816K <0.01% -210 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 8,976 shares; 2025Q1: 8,755 shares; 2025Q2: 8,935 shares; 2025Q3: 8,028 shares; 2025Q4: 4,109 shares; 2026Q1: 4,164 shares 4,164 $814K <0.01% +55 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,133 shares; 2024Q4: 11,572 shares; 2025Q1: 13,271 shares; 2025Q2: 8,589 shares; 2025Q3: 11,452 shares; 2025Q4: 8,999 shares; 2026Q1: 8,835 shares 8,835 $813K <0.01% -164 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,033 shares; 2025Q1: 3,452 shares; 2025Q2: 2,365 shares; 2025Q3: 2,242 shares; 2025Q4: 2,596 shares; 2026Q1: 4,276 shares 4,276 $811K <0.01% +1,680 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,353 shares; 2025Q1: 5,138 shares; 2025Q2: 5,291 shares; 2025Q3: 5,498 shares; 2025Q4: 5,421 shares; 2026Q1: 5,987 shares 5,987 $811K <0.01% +566 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,004 shares 34,004 $811K <0.01% new Timeline FIG FIGMA INC More: the full row for FIGMA 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: 38,266 shares 38,266 $809K <0.01% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,233 shares; 2024Q4: 26,613 shares; 2025Q1: 18,084 shares; 2025Q2: 26,144 shares; 2025Q3: 29,209 shares; 2025Q4: 29,864 shares; 2026Q1: 30,266 shares 30,266 $807K <0.01% +402 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,893 shares; 2025Q1: 7,306 shares; 2025Q2: 7,456 shares; 2025Q3: 8,837 shares; 2025Q4: 7,926 shares; 2026Q1: 7,957 shares 7,957 $803K <0.01% +31 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,971 shares; 2026Q1: 21,453 shares 21,453 $802K <0.01% +10,482 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,988 shares; 2025Q2: 5,347 shares; 2025Q3: 5,767 shares; 2025Q4: 5,983 shares; 2026Q1: 6,248 shares 6,248 $802K <0.01% +265 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,442 shares; 2024Q4: 36,893 shares; 2025Q1: 37,238 shares; 2025Q2: 36,712 shares; 2025Q3: 38,375 shares; 2025Q4: 38,862 shares; 2026Q1: 39,931 shares 39,931 $801K <0.01% +1,069 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 30,376 shares; 2025Q1: 30,411 shares; 2025Q2: 32,574 shares; 2025Q3: 67,341 shares; 2025Q4: 67,879 shares; 2026Q1: 71,941 shares 71,941 $801K <0.01% +4,062 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,537 shares; 2025Q3: 13,537 shares; 2025Q4: 16,037 shares; 2026Q1: 16,037 shares 16,037 $798K <0.01% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,766 shares; 2025Q2: 14,156 shares; 2025Q3: 15,625 shares; 2025Q4: 15,397 shares; 2026Q1: 17,373 shares 17,373 $797K <0.01% +1,976 Timeline JBBB 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: 4,879 shares; 2024Q4: 9,791 shares; 2025Q1: 15,568 shares; 2025Q2: not reported; 2025Q3: 9,044 shares; 2025Q4: 14,739 shares; 2026Q1: 17,076 shares 17,076 $796K <0.01% +2,337 Timeline CAOS 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: not reported; 2025Q3: 7,848 shares; 2025Q4: 8,372 shares; 2026Q1: 8,762 shares 8,762 $795K <0.01% +390 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,799 shares; 2026Q1: 4,566 shares 4,566 $793K <0.01% +1,767 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,914 shares; 2024Q4: 116,287 shares; 2025Q1: 58,671 shares; 2025Q2: 36,364 shares; 2025Q3: 21,370 shares; 2025Q4: 37,386 shares; 2026Q1: 50,361 shares 50,361 $792K <0.01% +12,975 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,165 shares; 2025Q1: 2,228 shares; 2025Q2: 2,324 shares; 2025Q3: 2,738 shares; 2025Q4: 2,563 shares; 2026Q1: 2,980 shares 2,980 $792K <0.01% +417 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 24,566 shares; 2025Q1: 32,134 shares; 2025Q2: 35,896 shares; 2025Q3: 37,151 shares; 2025Q4: 36,534 shares; 2026Q1: 38,079 shares 38,079 $788K <0.01% +1,545 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 6,261 shares; 2025Q1: 6,235 shares; 2025Q2: 3,903 shares; 2025Q3: 4,056 shares; 2025Q4: 4,541 shares; 2026Q1: 4,483 shares 4,483 $787K <0.01% -58 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 12,010 shares; 2025Q1: 11,180 shares; 2025Q2: 13,723 shares; 2025Q3: 39,019 shares; 2025Q4: 46,874 shares; 2026Q1: 47,896 shares 47,896 $787K <0.01% +1,022 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,319 shares; 2024Q4: 44,463 shares; 2025Q1: 45,463 shares; 2025Q2: 44,212 shares; 2025Q3: 44,380 shares; 2025Q4: 46,527 shares; 2026Q1: 50,158 shares 50,158 $785K <0.01% +3,631 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,368 shares; 2024Q4: 45,217 shares; 2025Q1: 48,112 shares; 2025Q2: 72,852 shares; 2025Q3: 84,477 shares; 2025Q4: 69,849 shares; 2026Q1: 69,882 shares 69,882 $785K <0.01% +33 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,549 shares; 2024Q4: 20,900 shares; 2025Q1: 20,721 shares; 2025Q2: 18,742 shares; 2025Q3: 17,495 shares; 2025Q4: 17,561 shares; 2026Q1: 17,955 shares 17,955 $783K <0.01% +394 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,534 shares; 2025Q1: 8,563 shares; 2025Q2: 9,248 shares; 2025Q3: 8,572 shares; 2025Q4: 5,226 shares; 2026Q1: 6,802 shares 6,802 $781K <0.01% +1,576 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY 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: 44,054 shares; 2026Q1: 41,451 shares 41,451 $781K <0.01% -2,603 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 14,720 shares; 2025Q3: 20,371 shares; 2025Q4: 11,945 shares; 2026Q1: 28,164 shares 28,164 $780K <0.01% +16,219 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,285 shares; 2024Q4: 28,023 shares; 2025Q1: 23,741 shares; 2025Q2: 12,606 shares; 2025Q3: 11,725 shares; 2025Q4: 10,336 shares; 2026Q1: 4,341 shares 4,341 $779K <0.01% -5,995 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,265 shares; 2025Q1: 24,451 shares; 2025Q2: 23,076 shares; 2025Q3: 21,113 shares; 2025Q4: 18,729 shares; 2026Q1: 19,557 shares 19,557 $779K <0.01% +828 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: 627 shares; 2026Q1: 1,066 shares 1,066 $778K <0.01% +439 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC 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: 38,524 shares; 2025Q3: 51,252 shares; 2025Q4: 53,027 shares; 2026Q1: 57,977 shares 57,977 $777K <0.01% +4,950 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,810 shares; 2025Q3: 4,731 shares; 2025Q4: 4,667 shares; 2026Q1: 4,749 shares 4,749 $777K <0.01% +82 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,786 shares; 2025Q3: 4,678 shares; 2025Q4: 4,851 shares; 2026Q1: 5,409 shares 5,409 $775K <0.01% +558 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,743 shares; 2025Q1: 3,244 shares; 2025Q2: 3,559 shares; 2025Q3: 3,657 shares; 2025Q4: 3,685 shares; 2026Q1: 3,451 shares 3,451 $775K <0.01% -234 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,397 shares; 2024Q4: 17,372 shares; 2025Q1: 17,660 shares; 2025Q2: 16,461 shares; 2025Q3: 19,085 shares; 2025Q4: 17,796 shares; 2026Q1: 18,209 shares 18,209 $772K <0.01% +413 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,811 shares; 2024Q4: 146,328 shares; 2025Q1: 105,065 shares; 2025Q2: 78,504 shares; 2025Q3: 74,910 shares; 2025Q4: 97,134 shares; 2026Q1: 69,664 shares 69,664 $770K <0.01% -27,470 Timeline GCC 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: 227,304 shares; 2024Q4: 372,241 shares; 2025Q1: 536,526 shares; 2025Q2: 32,331 shares; 2025Q3: 32,177 shares; 2025Q4: 32,734 shares; 2026Q1: 32,169 shares 32,169 $770K <0.01% -565 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,323 shares; 2026Q1: 17,146 shares 17,146 $768K <0.01% +10,823 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 233,879 shares; 2025Q4: 488,222 shares; 2026Q1: 84,790 shares 84,790 $766K <0.01% -403,432 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,102 shares; 2024Q4: 40,086 shares; 2025Q1: 40,726 shares; 2025Q2: 37,361 shares; 2025Q3: 37,597 shares; 2025Q4: 34,381 shares; 2026Q1: 33,552 shares 33,552 $765K <0.01% -829 Timeline IBHG 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: 10,583 shares; 2025Q1: 13,817 shares; 2025Q2: 19,173 shares; 2025Q3: 21,659 shares; 2025Q4: 32,187 shares; 2026Q1: 34,489 shares 34,489 $763K <0.01% +2,302 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,968 shares; 2024Q4: 30,323 shares; 2025Q1: 35,552 shares; 2025Q2: 36,443 shares; 2025Q3: 37,193 shares; 2025Q4: 37,636 shares; 2026Q1: 39,587 shares 39,587 $761K <0.01% +1,951 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: not reported; 2025Q1: 4,337 shares; 2025Q2: 7,417 shares; 2025Q3: 7,209 shares; 2025Q4: 5,888 shares; 2026Q1: 7,431 shares 7,431 $761K <0.01% +1,543 Timeline IBDW 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: 21,639 shares; 2024Q4: 37,489 shares; 2025Q1: 37,500 shares; 2025Q2: 35,801 shares; 2025Q3: 35,801 shares; 2025Q4: 36,285 shares; 2026Q1: 36,285 shares 36,285 $759K <0.01% 0 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,011 shares; 2024Q4: 26,915 shares; 2025Q1: 11,770 shares; 2025Q2: 12,967 shares; 2025Q3: 15,876 shares; 2025Q4: 15,540 shares; 2026Q1: 13,667 shares 13,667 $758K <0.01% -1,873 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,478 shares; 2024Q4: 8,642 shares; 2025Q1: 8,813 shares; 2025Q2: 10,436 shares; 2025Q3: 10,139 shares; 2025Q4: 10,280 shares; 2026Q1: 10,553 shares 10,553 $758K <0.01% +273 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,045 shares; 2026Q1: 18,495 shares 18,495 $756K <0.01% -550 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,712 shares; 2025Q3: 7,135 shares; 2025Q4: 5,083 shares; 2026Q1: 8,045 shares 8,045 $755K <0.01% +2,962 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 9,825 shares; 2025Q1: 8,691 shares; 2025Q2: 9,293 shares; 2025Q3: 10,059 shares; 2025Q4: 6,972 shares; 2026Q1: 6,605 shares 6,605 $753K <0.01% -367 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 21,690 shares; 2025Q1: 18,923 shares; 2025Q2: 18,641 shares; 2025Q3: 18,020 shares; 2025Q4: 17,878 shares; 2026Q1: 16,000 shares 16,000 $751K <0.01% -1,878 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 3,307 shares; 2025Q4: 2,476 shares; 2026Q1: 2,482 shares 2,482 $749K <0.01% +6 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,260 shares; 2025Q1: 4,255 shares; 2025Q2: 4,244 shares; 2025Q3: 4,246 shares; 2025Q4: 4,225 shares; 2026Q1: 4,211 shares 4,211 $749K <0.01% -14 Timeline INCE 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: 12,053 shares; 2024Q4: 11,959 shares; 2025Q1: 12,045 shares; 2025Q2: 12,144 shares; 2025Q3: 12,110 shares; 2025Q4: 11,915 shares; 2026Q1: 11,562 shares 11,562 $747K <0.01% -353 Timeline JMOM 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: 5,501 shares; 2024Q4: 4,796 shares; 2025Q1: not reported; 2025Q2: 5,554 shares; 2025Q3: 11,569 shares; 2025Q4: 11,280 shares; 2026Q1: 11,001 shares 11,001 $747K <0.01% -279 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 6,203 shares; 2025Q1: 4,881 shares; 2025Q2: 5,113 shares; 2025Q3: 5,491 shares; 2025Q4: 5,416 shares; 2026Q1: 5,546 shares 5,546 $747K <0.01% +130 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 9,642 shares; 2025Q1: 5,436 shares; 2025Q2: 5,922 shares; 2025Q3: 5,993 shares; 2025Q4: 5,209 shares; 2026Q1: 3,559 shares 3,559 $747K <0.01% -1,650 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,029 shares; 2025Q1: 4,710 shares; 2025Q2: 3,656 shares; 2025Q3: 3,344 shares; 2025Q4: 2,762 shares; 2026Q1: 5,712 shares 5,712 $742K <0.01% +2,950 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,901 shares; 2024Q4: 15,884 shares; 2025Q1: 15,951 shares; 2025Q2: 14,223 shares; 2025Q3: 13,890 shares; 2025Q4: 15,937 shares; 2026Q1: 15,937 shares 15,937 $740K <0.01% 0 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,912 shares; 2025Q3: 46,771 shares; 2025Q4: 45,588 shares; 2026Q1: 69,034 shares 69,034 $739K <0.01% +23,446 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,152 shares; 2024Q4: 20,957 shares; 2025Q1: 23,021 shares; 2025Q2: 33,213 shares; 2025Q3: 37,833 shares; 2025Q4: 39,796 shares; 2026Q1: 43,213 shares 43,213 $739K <0.01% +3,417 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,875 shares; 2025Q4: 11,678 shares; 2026Q1: 14,892 shares 14,892 $739K <0.01% +3,214 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,372 shares; 2024Q4: 79,274 shares; 2025Q1: 70,243 shares; 2025Q2: 60,931 shares; 2025Q3: 66,299 shares; 2025Q4: 86,824 shares; 2026Q1: 61,269 shares 61,269 $738K <0.01% -25,555 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,771 shares; 2024Q4: 18,883 shares; 2025Q1: 19,252 shares; 2025Q2: 19,176 shares; 2025Q3: 22,322 shares; 2025Q4: 21,548 shares; 2026Q1: 21,363 shares 21,363 $738K <0.01% -185 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,620 shares 10,620 $737K <0.01% new Timeline CNEQ 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: not reported; 2025Q4: not reported; 2026Q1: 23,666 shares 23,666 $737K <0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,423 shares; 2025Q1: 30,391 shares; 2025Q2: 36,368 shares; 2025Q3: 37,406 shares; 2025Q4: 38,285 shares; 2026Q1: 38,330 shares 38,330 $734K <0.01% +45 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,816 shares; 2024Q4: 29,811 shares; 2025Q1: 28,925 shares; 2025Q2: 25,843 shares; 2025Q3: 22,364 shares; 2025Q4: 17,369 shares; 2026Q1: 15,479 shares 15,479 $734K <0.01% -1,890 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,070 shares; 2024Q4: 22,791 shares; 2025Q1: 20,479 shares; 2025Q2: 36,179 shares; 2025Q3: 35,757 shares; 2025Q4: 35,829 shares; 2026Q1: 38,715 shares 38,715 $732K <0.01% +2,886 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,550 shares; 2024Q4: 27,444 shares; 2025Q1: 25,657 shares; 2025Q2: 29,278 shares; 2025Q3: 30,241 shares; 2025Q4: 7,306 shares; 2026Q1: 7,557 shares 7,557 $732K <0.01% +251 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 19,261 shares; 2025Q1: 24,390 shares; 2025Q2: 25,079 shares; 2025Q3: 25,632 shares; 2025Q4: 23,701 shares; 2026Q1: 28,098 shares 28,098 $732K <0.01% +4,397 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,800 shares 203,800 $732K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 1,749 shares; 2025Q1: 4,388 shares; 2025Q2: 4,215 shares; 2025Q3: 4,987 shares; 2025Q4: 4,934 shares; 2026Q1: 4,795 shares 4,795 $731K <0.01% -139 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,020 shares; 2024Q4: 80,058 shares; 2025Q1: 81,023 shares; 2025Q2: 75,314 shares; 2025Q3: 74,630 shares; 2025Q4: 86,530 shares; 2026Q1: 226,642 shares 226,642 $730K <0.01% +140,112 Timeline NANR 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: 8,860 shares; 2024Q4: 8,116 shares; 2025Q1: 8,127 shares; 2025Q2: 8,029 shares; 2025Q3: 7,775 shares; 2025Q4: 8,045 shares; 2026Q1: 8,680 shares 8,680 $729K <0.01% +635 Timeline RAA 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: 24,665 shares; 2026Q1: 26,371 shares 26,371 $728K <0.01% +1,706 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 20,393 shares; 2025Q1: 20,711 shares; 2025Q2: 7,864 shares; 2025Q3: 6,939 shares; 2025Q4: 5,207 shares; 2026Q1: 4,754 shares 4,754 $728K <0.01% -453 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,148 shares; 2024Q4: 76,248 shares; 2025Q1: 78,248 shares; 2025Q2: 82,248 shares; 2025Q3: 82,248 shares; 2025Q4: 79,448 shares; 2026Q1: 87,448 shares 87,448 $728K <0.01% +8,000 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,013 shares; 2024Q4: 13,645 shares; 2025Q1: 13,251 shares; 2025Q2: 5,117 shares; 2025Q3: 5,270 shares; 2025Q4: 5,280 shares; 2026Q1: 5,208 shares 5,208 $727K <0.01% -72 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 14,059 shares; 2025Q1: 16,398 shares; 2025Q2: 17,597 shares; 2025Q3: 16,819 shares; 2025Q4: 17,184 shares; 2026Q1: 17,274 shares 17,274 $726K <0.01% +90 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,515 shares; 2024Q4: 9,388 shares; 2025Q1: 9,766 shares; 2025Q2: 10,628 shares; 2025Q3: 13,207 shares; 2025Q4: 16,002 shares; 2026Q1: 17,892 shares 17,892 $726K <0.01% +1,890 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 2,759 shares; 2025Q1: 8,115 shares; 2025Q2: 6,585 shares; 2025Q3: 6,420 shares; 2025Q4: 6,028 shares; 2026Q1: 5,288 shares 5,288 $725K <0.01% -740 Timeline BSMS 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: 8,723 shares; 2025Q4: 8,982 shares; 2026Q1: 30,973 shares 30,973 $725K <0.01% +21,991 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,928 shares; 2024Q4: 19,156 shares; 2025Q1: 18,734 shares; 2025Q2: 17,550 shares; 2025Q3: 16,460 shares; 2025Q4: 26,318 shares; 2026Q1: 27,741 shares 27,741 $725K <0.01% +1,423 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,390 shares; 2025Q4: 8,391 shares; 2026Q1: 8,359 shares 8,359 $723K <0.01% -32 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 3,042 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,141 shares; 2026Q1: 3,144 shares 3,144 $723K <0.01% -997 Timeline PTF 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: 14,866 shares; 2024Q4: 14,263 shares; 2025Q1: 15,193 shares; 2025Q2: 8,451 shares; 2025Q3: 35,281 shares; 2025Q4: 35,030 shares; 2026Q1: 8,351 shares 8,351 $721K <0.01% -26,679 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: not reported; 2025Q1: 17,065 shares; 2025Q2: 18,980 shares; 2025Q3: 18,559 shares; 2025Q4: 4,810 shares; 2026Q1: 10,522 shares 10,522 $720K <0.01% +5,712 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,733 shares; 2024Q4: 46,287 shares; 2025Q1: 44,614 shares; 2025Q2: 37,186 shares; 2025Q3: 35,574 shares; 2025Q4: 11,984 shares; 2026Q1: 12,499 shares 12,499 $720K <0.01% +515 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,096 shares; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 3,175 shares; 2025Q4: 3,037 shares; 2026Q1: 4,922 shares 4,922 $717K <0.01% +1,885 Timeline PIO 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: 22,585 shares; 2024Q4: 18,094 shares; 2025Q1: 18,067 shares; 2025Q2: 16,559 shares; 2025Q3: 16,509 shares; 2025Q4: 16,509 shares; 2026Q1: 16,500 shares 16,500 $716K <0.01% -9 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,656 shares; 2024Q4: 34,848 shares; 2025Q1: 35,552 shares; 2025Q2: 35,234 shares; 2025Q3: 35,300 shares; 2025Q4: 35,577 shares; 2026Q1: 35,047 shares 35,047 $713K <0.01% -530 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT 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: 6,458 shares; 2025Q4: 7,989 shares; 2026Q1: 8,274 shares 8,274 $712K <0.01% +285 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,099 shares; 2024Q4: 22,380 shares; 2025Q1: 15,440 shares; 2025Q2: 14,960 shares; 2025Q3: 17,004 shares; 2025Q4: 16,733 shares; 2026Q1: 15,391 shares 15,391 $710K <0.01% -1,342 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 12,775 shares; 2025Q1: 12,442 shares; 2025Q2: 11,383 shares; 2025Q3: 12,089 shares; 2025Q4: 12,258 shares; 2026Q1: 10,404 shares 10,404 $709K <0.01% -1,854 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,924 shares; 2024Q4: 56,345 shares; 2025Q1: 65,467 shares; 2025Q2: 62,522 shares; 2025Q3: 52,970 shares; 2025Q4: 60,502 shares; 2026Q1: 28,225 shares 28,225 $709K <0.01% -32,277 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,309 shares; 2024Q4: 66,349 shares; 2025Q1: 51,708 shares; 2025Q2: 52,347 shares; 2025Q3: 53,371 shares; 2025Q4: 47,690 shares; 2026Q1: 41,680 shares 41,680 $707K <0.01% -6,010 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,773 shares; 2026Q1: 3,968 shares 3,968 $707K <0.01% +1,195 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,779 shares; 2024Q4: 16,104 shares; 2025Q1: 18,801 shares; 2025Q2: 20,657 shares; 2025Q3: 20,886 shares; 2025Q4: 21,402 shares; 2026Q1: 22,148 shares 22,148 $707K <0.01% +746 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,016 shares; 2025Q1: 18,669 shares; 2025Q2: 15,778 shares; 2025Q3: 19,419 shares; 2025Q4: 14,713 shares; 2026Q1: 15,717 shares 15,717 $703K <0.01% +1,004 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,061 shares; 2025Q4: 7,054 shares; 2026Q1: 6,772 shares 6,772 $703K <0.01% -282 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,607 shares; 2024Q4: 13,105 shares; 2025Q1: 13,186 shares; 2025Q2: 13,578 shares; 2025Q3: 13,741 shares; 2025Q4: 14,592 shares; 2026Q1: 14,843 shares 14,843 $700K <0.01% +251 Timeline OSEA 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: not reported; 2025Q1: not reported; 2025Q2: 21,407 shares; 2025Q3: 22,397 shares; 2025Q4: 23,223 shares; 2026Q1: 24,127 shares 24,127 $698K <0.01% +904 Timeline EDGU 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: 31,061 shares; 2025Q4: 27,538 shares; 2026Q1: 25,131 shares 25,131 $698K <0.01% -2,407 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: 10,045 shares; 2025Q1: 8,946 shares; 2025Q2: 7,456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,479 shares 13,479 $697K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,648 shares; 2024Q4: 44,014 shares; 2025Q1: 37,628 shares; 2025Q2: 52,029 shares; 2025Q3: 39,767 shares; 2025Q4: 37,722 shares; 2026Q1: 36,221 shares 36,221 $696K <0.01% -1,501 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 6,380 shares; 2026Q1: 4,779 shares 4,779 $694K <0.01% -1,601 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 2,454 shares; 2025Q1: 2,279 shares; 2025Q2: 3,992 shares; 2025Q3: 20,645 shares; 2025Q4: 30,709 shares; 2026Q1: 6,196 shares 6,196 $694K <0.01% -24,513 Timeline STOT 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: 20,259 shares; 2024Q4: 20,479 shares; 2025Q1: 14,062 shares; 2025Q2: 13,291 shares; 2025Q3: 13,395 shares; 2025Q4: 14,338 shares; 2026Q1: 14,655 shares 14,655 $691K <0.01% +317 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,855 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,575 shares; 2026Q1: 2,550 shares 2,550 $690K <0.01% -25 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 7,490 shares; 2025Q1: 7,632 shares; 2025Q2: 7,321 shares; 2025Q3: 10,618 shares; 2025Q4: 8,874 shares; 2026Q1: 6,287 shares 6,287 $690K <0.01% -2,587 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 7,116 shares; 2026Q1: 17,016 shares 17,016 $689K <0.01% +9,900 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 10,709 shares; 2025Q1: 9,093 shares; 2025Q2: 12,247 shares; 2025Q3: 10,925 shares; 2025Q4: 10,318 shares; 2026Q1: 12,740 shares 12,740 $687K <0.01% +2,422 Timeline NUSC 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: 8,021 shares; 2024Q4: 8,129 shares; 2025Q1: 10,046 shares; 2025Q2: 9,435 shares; 2025Q3: 10,084 shares; 2025Q4: 10,335 shares; 2026Q1: 15,167 shares 15,167 $683K <0.01% +4,832 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 9,245 shares; 2025Q1: 9,025 shares; 2025Q2: 9,947 shares; 2025Q3: 9,906 shares; 2025Q4: 6,861 shares; 2026Q1: 6,649 shares 6,649 $683K <0.01% -212 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,014 shares; 2025Q1: 173,257 shares; 2025Q2: 250,710 shares; 2025Q3: 307,487 shares; 2025Q4: 115,634 shares; 2026Q1: 48,558 shares 48,558 $682K <0.01% -67,076 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 274 shares; 2025Q1: 466 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 572 shares 572 $682K <0.01% +17 DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,947 shares; 2025Q4: 25,247 shares; 2026Q1: 25,610 shares 25,610 $681K <0.01% +363 Timeline SPXE 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: 7,650 shares; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 9,793 shares; 2025Q4: 9,793 shares; 2026Q1: 9,793 shares 9,793 $681K <0.01% 0 Timeline BLOK 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: 7,104 shares; 2024Q4: 6,013 shares; 2025Q1: 5,851 shares; 2025Q2: 26,117 shares; 2025Q3: 19,857 shares; 2025Q4: 28,369 shares; 2026Q1: 13,654 shares 13,654 $680K <0.01% -14,715 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 6,934 shares; 2025Q1: 6,894 shares; 2025Q2: 8,783 shares; 2025Q3: 8,888 shares; 2025Q4: 7,796 shares; 2026Q1: 7,800 shares 7,800 $679K <0.01% +4 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,849 shares; 2026Q1: 5,523 shares 5,523 $679K <0.01% +1,674 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 4,826 shares; 2025Q1: 4,709 shares; 2025Q2: 4,718 shares; 2025Q3: 4,721 shares; 2025Q4: 4,730 shares; 2026Q1: 7,739 shares 7,739 $679K <0.01% +3,009 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,630 shares; 2025Q1: 1,493 shares; 2025Q2: 1,384 shares; 2025Q3: 1,101 shares; 2025Q4: 1,167 shares; 2026Q1: 1,153 shares 1,153 $679K <0.01% -14 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,648 shares; 2024Q4: 165,995 shares; 2025Q1: 156,526 shares; 2025Q2: 132,267 shares; 2025Q3: 146,376 shares; 2025Q4: 147,477 shares; 2026Q1: 191,164 shares 191,164 $679K <0.01% +43,687 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,933 shares; 2024Q4: 73,717 shares; 2025Q1: 70,968 shares; 2025Q2: 71,258 shares; 2025Q3: 69,303 shares; 2025Q4: 68,469 shares; 2026Q1: 68,723 shares 68,723 $678K <0.01% +254 Timeline XHB 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: 62,144 shares; 2024Q4: 66,808 shares; 2025Q1: 59,705 shares; 2025Q2: 86,621 shares; 2025Q3: 93,520 shares; 2025Q4: 105,250 shares; 2026Q1: 6,869 shares 6,869 $678K <0.01% -98,381 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 10,292 shares; 2025Q1: 10,267 shares; 2025Q2: 10,289 shares; 2025Q3: 10,280 shares; 2025Q4: 10,280 shares; 2026Q1: 10,281 shares 10,281 $678K <0.01% +1 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,869 shares; 2024Q4: 57,113 shares; 2025Q1: 42,210 shares; 2025Q2: 43,065 shares; 2025Q3: 44,218 shares; 2025Q4: 44,992 shares; 2026Q1: 45,393 shares 45,393 $676K <0.01% +401 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 17,707 shares; 2025Q1: 17,986 shares; 2025Q2: 17,543 shares; 2025Q3: 17,425 shares; 2025Q4: 17,973 shares; 2026Q1: 12,794 shares 12,794 $675K <0.01% -5,179 Timeline SEPQ 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: 62,650 shares; 2024Q4: 60,350 shares; 2025Q1: 52,850 shares; 2025Q2: 53,350 shares; 2025Q3: 51,100 shares; 2025Q4: 46,000 shares; 2026Q1: 29,400 shares 29,400 $675K <0.01% -16,600 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 14,797 shares; 2025Q1: 16,624 shares; 2025Q2: 15,057 shares; 2025Q3: 14,811 shares; 2025Q4: 8,236 shares; 2026Q1: 8,293 shares 8,293 $673K <0.01% +57 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 7,220 shares; 2025Q1: 7,220 shares; 2025Q2: 7,226 shares; 2025Q3: 7,402 shares; 2025Q4: 7,402 shares; 2026Q1: 7,402 shares 7,402 $670K <0.01% 0 Timeline MYCM 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: not reported; 2025Q4: 19,124 shares; 2026Q1: 27,089 shares 27,089 $670K <0.01% +7,965 Timeline IJAN 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: 18,465 shares; 2026Q1: 18,465 shares 18,465 $670K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 2,886 shares; 2025Q1: 2,942 shares; 2025Q2: 5,451 shares; 2025Q3: 8,415 shares; 2025Q4: 7,258 shares; 2026Q1: 6,796 shares 6,796 $669K <0.01% -462 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,407 shares; 2025Q3: 6,727 shares; 2025Q4: 8,519 shares; 2026Q1: 7,735 shares 7,735 $665K <0.01% -784 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,121 shares; 2024Q4: 21,653 shares; 2025Q1: 21,642 shares; 2025Q2: 11,175 shares; 2025Q3: 11,241 shares; 2025Q4: 11,168 shares; 2026Q1: 12,137 shares 12,137 $665K <0.01% +969 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,658 shares; 2025Q2: 43,453 shares; 2025Q3: 34,637 shares; 2025Q4: 34,937 shares; 2026Q1: 25,898 shares 25,898 $663K <0.01% -9,039 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,441 shares; 2024Q4: 10,111 shares; 2025Q1: 7,395 shares; 2025Q2: 7,457 shares; 2025Q3: 9,324 shares; 2025Q4: 10,651 shares; 2026Q1: 10,929 shares 10,929 $660K <0.01% +278 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,104 shares; 2024Q4: 25,615 shares; 2025Q1: 12,827 shares; 2025Q2: 12,579 shares; 2025Q3: 12,840 shares; 2025Q4: 20,985 shares; 2026Q1: 21,888 shares 21,888 $659K <0.01% +903 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,385 shares; 2024Q4: 31,669 shares; 2025Q1: 31,623 shares; 2025Q2: 28,923 shares; 2025Q3: 30,667 shares; 2025Q4: 27,782 shares; 2026Q1: 26,891 shares 26,891 $657K <0.01% -891 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,135 shares; 2025Q1: 1,429 shares; 2025Q2: 1,603 shares; 2025Q3: 1,208 shares; 2025Q4: 1,130 shares; 2026Q1: 1,206 shares 1,206 $655K <0.01% +76 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,411 shares; 2024Q4: 8,859 shares; 2025Q1: 8,310 shares; 2025Q2: 11,780 shares; 2025Q3: 11,934 shares; 2025Q4: 10,543 shares; 2026Q1: 13,528 shares 13,528 $655K <0.01% +2,985 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,268 shares; 2025Q3: 16,454 shares; 2025Q4: 30,422 shares; 2026Q1: 31,868 shares 31,868 $654K <0.01% +1,446 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,937 shares; 2025Q3: 9,098 shares; 2025Q4: 9,171 shares; 2026Q1: 10,059 shares 10,059 $653K <0.01% +888 Timeline SUSL 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: 8,203 shares; 2024Q4: 8,704 shares; 2025Q1: 5,646 shares; 2025Q2: 5,848 shares; 2025Q3: 5,767 shares; 2025Q4: 5,737 shares; 2026Q1: 5,714 shares 5,714 $649K <0.01% -23 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,196 shares; 2025Q4: 26,290 shares; 2026Q1: 25,705 shares 25,705 $646K <0.01% -585 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 7,135 shares; 2025Q1: 7,108 shares; 2025Q2: 11,586 shares; 2025Q3: 10,090 shares; 2025Q4: 13,359 shares; 2026Q1: 11,730 shares 11,730 $644K <0.01% -1,629 Timeline FVC 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: 56,135 shares; 2024Q4: 50,058 shares; 2025Q1: 46,032 shares; 2025Q2: 45,784 shares; 2025Q3: 23,985 shares; 2025Q4: 19,495 shares; 2026Q1: 18,462 shares 18,462 $643K <0.01% -1,033 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,566 shares; 2024Q4: 25,069 shares; 2025Q1: 20,397 shares; 2025Q2: 19,348 shares; 2025Q3: 20,409 shares; 2025Q4: 19,979 shares; 2026Q1: 24,276 shares 24,276 $642K <0.01% +4,297 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,400 shares; 2024Q4: 45,520 shares; 2025Q1: 59,473 shares; 2025Q2: 68,642 shares; 2025Q3: 45,958 shares; 2025Q4: 56,765 shares; 2026Q1: 79,322 shares 79,322 $638K <0.01% +22,557 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,862 shares; 2024Q4: 22,468 shares; 2025Q1: 22,321 shares; 2025Q2: 22,321 shares; 2025Q3: 22,321 shares; 2025Q4: 20,633 shares; 2026Q1: 18,600 shares 18,600 $637K <0.01% -2,033 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,250 shares; 2024Q4: 129,750 shares; 2025Q1: 141,185 shares; 2025Q2: 150,408 shares; 2025Q3: 150,916 shares; 2025Q4: 144,655 shares; 2026Q1: 105,743 shares 105,743 $636K <0.01% -38,912 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,718 shares 2,718 $634K <0.01% new Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,051 shares 9,051 $633K <0.01% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,593 shares; 2024Q4: 21,103 shares; 2025Q1: 22,160 shares; 2025Q2: 23,961 shares; 2025Q3: 34,587 shares; 2025Q4: 26,345 shares; 2026Q1: 25,162 shares 25,162 $632K <0.01% -1,183 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,468 shares; 2025Q4: 22,966 shares; 2026Q1: 20,688 shares 20,688 $631K <0.01% -2,278 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,173 shares; 2024Q4: 167,148 shares; 2025Q1: 338,597 shares; 2025Q2: 347,488 shares; 2025Q3: 418,877 shares; 2025Q4: 420,332 shares; 2026Q1: 423,328 shares 423,328 $631K <0.01% +2,996 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,991 shares; 2025Q3: 15,004 shares; 2025Q4: not reported; 2026Q1: 14,925 shares 14,925 $630K <0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 9,918 shares; 2025Q1: 9,499 shares; 2025Q2: 6,449 shares; 2025Q3: 6,367 shares; 2025Q4: 6,743 shares; 2026Q1: 6,800 shares 6,800 $627K <0.01% +57 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,620 shares; 2025Q2: 18,208 shares; 2025Q3: 21,753 shares; 2025Q4: 22,328 shares; 2026Q1: 28,943 shares 28,943 $627K <0.01% +6,615 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,069 shares; 2024Q4: 28,599 shares; 2025Q1: 30,821 shares; 2025Q2: 32,994 shares; 2025Q3: 9,904 shares; 2025Q4: 8,868 shares; 2026Q1: 8,581 shares 8,581 $627K <0.01% -287 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,237 shares; 2024Q4: 21,599 shares; 2025Q1: 11,896 shares; 2025Q2: 12,929 shares; 2025Q3: 12,936 shares; 2025Q4: 12,949 shares; 2026Q1: 12,955 shares 12,955 $626K <0.01% +6 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,324 shares; 2024Q4: 13,464 shares; 2025Q1: 12,724 shares; 2025Q2: 11,209 shares; 2025Q3: 12,656 shares; 2025Q4: 12,914 shares; 2026Q1: 14,114 shares 14,114 $624K <0.01% +1,200 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,988 shares; 2024Q4: 10,964 shares; 2025Q1: 10,964 shares; 2025Q2: 11,667 shares; 2025Q3: 11,667 shares; 2025Q4: 11,743 shares; 2026Q1: 11,969 shares 11,969 $623K <0.01% +226 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,866 shares; 2025Q2: 9,856 shares; 2025Q3: 12,886 shares; 2025Q4: 52,420 shares; 2026Q1: 12,469 shares 12,469 $622K <0.01% -39,951 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 64,543 shares; 2025Q1: 92,204 shares; 2025Q2: 101,704 shares; 2025Q3: 91,033 shares; 2025Q4: 71,280 shares; 2026Q1: 33,864 shares 33,864 $621K <0.01% -37,416 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,423 shares 12,423 $620K <0.01% new Timeline BBRE 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: 4,996 shares; 2024Q4: 6,446 shares; 2025Q1: 8,697 shares; 2025Q2: 8,498 shares; 2025Q3: 8,550 shares; 2025Q4: 7,506 shares; 2026Q1: 6,469 shares 6,469 $619K <0.01% -1,037 Timeline FXD 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: 13,879 shares; 2024Q4: 13,626 shares; 2025Q1: 12,698 shares; 2025Q2: 11,761 shares; 2025Q3: 11,852 shares; 2025Q4: 11,233 shares; 2026Q1: 9,665 shares 9,665 $619K <0.01% -1,568 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,725 shares; 2024Q4: 45,249 shares; 2025Q1: 39,432 shares; 2025Q2: 37,176 shares; 2025Q3: 38,807 shares; 2025Q4: 17,660 shares; 2026Q1: 17,278 shares 17,278 $617K <0.01% -382 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,862 shares 1,862 $616K <0.01% new Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,031 shares; 2024Q4: 12,131 shares; 2025Q1: 12,958 shares; 2025Q2: 13,947 shares; 2025Q3: 20,100 shares; 2025Q4: 20,819 shares; 2026Q1: 20,498 shares 20,498 $615K <0.01% -321 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,539 shares; 2024Q4: 10,890 shares; 2025Q1: 9,278 shares; 2025Q2: 7,490 shares; 2025Q3: 7,346 shares; 2025Q4: 6,976 shares; 2026Q1: 6,633 shares 6,633 $612K <0.01% -343 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,200 shares; 2024Q4: 162,500 shares; 2025Q1: 165,500 shares; 2025Q2: 165,500 shares; 2025Q3: 162,500 shares; 2025Q4: 174,500 shares; 2026Q1: 410,000 shares 410,000 $611K <0.01% +235,500 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,977 shares; 2025Q1: 43,977 shares; 2025Q2: 43,977 shares; 2025Q3: 44,145 shares; 2025Q4: 44,145 shares; 2026Q1: 43,977 shares 43,977 $610K <0.01% -168 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,877 shares 5,877 $610K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 8,731 shares; 2025Q1: 8,494 shares; 2025Q2: 8,426 shares; 2025Q3: 8,168 shares; 2025Q4: 7,381 shares; 2026Q1: 7,607 shares 7,607 $610K <0.01% +226 Timeline RWO 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: 16,206 shares; 2024Q4: 16,438 shares; 2025Q1: 16,424 shares; 2025Q2: 15,084 shares; 2025Q3: 14,351 shares; 2025Q4: 13,196 shares; 2026Q1: 13,284 shares 13,284 $608K <0.01% +88 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 10,588 shares; 2025Q4: 7,075 shares; 2026Q1: 8,032 shares 8,032 $608K <0.01% +957 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,114 shares; 2024Q4: 21,253 shares; 2025Q1: 23,239 shares; 2025Q2: 21,478 shares; 2025Q3: 23,238 shares; 2025Q4: 23,758 shares; 2026Q1: 24,027 shares 24,027 $606K <0.01% +269 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 3,594 shares; 2025Q1: 3,403 shares; 2025Q2: 3,607 shares; 2025Q3: 3,549 shares; 2025Q4: 1,628 shares; 2026Q1: 2,612 shares 2,612 $606K <0.01% +984 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 1,847 shares; 2025Q1: 1,867 shares; 2025Q2: 1,932 shares; 2025Q3: 3,582 shares; 2025Q4: 4,396 shares; 2026Q1: 4,243 shares 4,243 $606K <0.01% -153 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,556 shares; 2025Q4: 10,556 shares; 2026Q1: 9,741 shares 9,741 $606K <0.01% -815 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,219 shares; 2025Q1: 4,953 shares; 2025Q2: 5,195 shares; 2025Q3: 5,527 shares; 2025Q4: 4,955 shares; 2026Q1: 1,708 shares 1,708 $604K <0.01% -3,247 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426,986 shares; 2026Q1: 137,646 shares 137,646 $604K <0.01% -289,340 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 9,901 shares; 2025Q1: 9,677 shares; 2025Q2: 9,597 shares; 2025Q3: 9,081 shares; 2025Q4: 8,360 shares; 2026Q1: 8,083 shares 8,083 $603K <0.01% -277 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 2,744 shares; 2025Q1: 2,588 shares; 2025Q2: 4,260 shares; 2025Q3: 4,713 shares; 2025Q4: 2,268 shares; 2026Q1: 2,033 shares 2,033 $603K <0.01% -235 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,723 shares; 2025Q1: not reported; 2025Q2: 6,345 shares; 2025Q3: 6,349 shares; 2025Q4: 8,027 shares; 2026Q1: 8,144 shares 8,144 $602K <0.01% +117 Timeline FVAL 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: 7,284 shares; 2024Q4: 7,304 shares; 2025Q1: 7,304 shares; 2025Q2: 8,104 shares; 2025Q3: 7,516 shares; 2025Q4: 7,516 shares; 2026Q1: 8,670 shares 8,670 $602K <0.01% +1,154 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,859 shares; 2024Q4: 73,980 shares; 2025Q1: 71,255 shares; 2025Q2: 62,835 shares; 2025Q3: 58,889 shares; 2025Q4: 49,368 shares; 2026Q1: 49,393 shares 49,393 $602K <0.01% +25 Timeline BUFB 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: 15,459 shares; 2024Q4: 16,369 shares; 2025Q1: 15,225 shares; 2025Q2: 17,093 shares; 2025Q3: 17,238 shares; 2025Q4: 17,238 shares; 2026Q1: 16,734 shares 16,734 $601K <0.01% -504 Timeline JPIN 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: 8,293 shares; 2025Q3: 8,321 shares; 2025Q4: 8,418 shares; 2026Q1: 8,429 shares 8,429 $601K <0.01% +11 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,399 shares; 2026Q1: 6,151 shares 6,151 $599K <0.01% +752 Timeline MLN 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: 32,492 shares; 2024Q4: 32,886 shares; 2025Q1: 33,076 shares; 2025Q2: 33,401 shares; 2025Q3: 34,057 shares; 2025Q4: 34,274 shares; 2026Q1: 34,274 shares 34,274 $598K <0.01% 0 Timeline MYCH 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: 14,435 shares; 2025Q3: 16,705 shares; 2025Q4: 22,245 shares; 2026Q1: 23,905 shares 23,905 $597K <0.01% +1,660 Timeline EIPX 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: 341,596 shares; 2024Q4: 332,607 shares; 2025Q1: 334,326 shares; 2025Q2: 12,023 shares; 2025Q3: 17,000 shares; 2025Q4: 17,498 shares; 2026Q1: 18,462 shares 18,462 $594K <0.01% +964 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,493 shares; 2024Q4: 10,260 shares; 2025Q1: 9,514 shares; 2025Q2: 9,412 shares; 2025Q3: 6,091 shares; 2025Q4: 5,602 shares; 2026Q1: 4,751 shares 4,751 $593K <0.01% -851 Timeline GGUS 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: 6,710 shares; 2026Q1: 10,209 shares 10,209 $592K <0.01% +3,499 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,127 shares; 2024Q4: 31,918 shares; 2025Q1: 32,782 shares; 2025Q2: 36,986 shares; 2025Q3: 36,969 shares; 2025Q4: 40,726 shares; 2026Q1: 40,985 shares 40,985 $591K <0.01% +259 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 13,932 shares; 2025Q1: 14,942 shares; 2025Q2: 14,300 shares; 2025Q3: 10,472 shares; 2025Q4: 5,147 shares; 2026Q1: 3,921 shares 3,921 $589K <0.01% -1,226 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,150 shares; 2024Q4: 7,739 shares; 2025Q1: 8,267 shares; 2025Q2: 9,834 shares; 2025Q3: 9,466 shares; 2025Q4: 9,331 shares; 2026Q1: 7,886 shares 7,886 $587K <0.01% -1,445 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 985 shares; 2025Q1: 1,012 shares; 2025Q2: 1,325 shares; 2025Q3: 1,329 shares; 2025Q4: 1,238 shares; 2026Q1: 1,262 shares 1,262 $586K <0.01% +24 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,408 shares 11,408 $585K <0.01% new Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,877 shares; 2024Q4: 27,802 shares; 2025Q1: 28,018 shares; 2025Q2: 25,405 shares; 2025Q3: 25,796 shares; 2025Q4: 25,147 shares; 2026Q1: 27,395 shares 27,395 $585K <0.01% +2,248 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 5,315 shares; 2025Q1: 9,298 shares; 2025Q2: 7,344 shares; 2025Q3: 6,935 shares; 2025Q4: 6,883 shares; 2026Q1: 6,997 shares 6,997 $585K <0.01% +114 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,242 shares; 2024Q4: 30,227 shares; 2025Q1: 17,796 shares; 2025Q2: 14,926 shares; 2025Q3: 17,018 shares; 2025Q4: 29,212 shares; 2026Q1: 23,550 shares 23,550 $584K <0.01% -5,662 Timeline PTMC 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: 17,030 shares; 2024Q4: 16,010 shares; 2025Q1: 16,463 shares; 2025Q2: 16,335 shares; 2025Q3: 15,872 shares; 2025Q4: 15,868 shares; 2026Q1: 15,965 shares 15,965 $584K <0.01% +97 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,113 shares 3,113 $583K <0.01% new Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,738 shares 11,738 $583K <0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 8,652 shares; 2025Q1: 11,851 shares; 2025Q2: 8,152 shares; 2025Q3: 7,995 shares; 2025Q4: 7,757 shares; 2026Q1: 10,559 shares 10,559 $583K <0.01% +2,802 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares; 2025Q4: 2,780 shares; 2026Q1: 2,847 shares 2,847 $582K <0.01% +67 Timeline FN FABRINET More: the full row for FABRINET Quarterly 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: 686 shares; 2026Q1: 1,113 shares 1,113 $580K <0.01% +427 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 12,408 shares; 2025Q1: 11,756 shares; 2025Q2: 11,483 shares; 2025Q3: 10,712 shares; 2025Q4: 10,809 shares; 2026Q1: 11,743 shares 11,743 $578K <0.01% +934 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 7,115 shares; 2025Q1: 6,533 shares; 2025Q2: 5,943 shares; 2025Q3: 6,298 shares; 2025Q4: 6,637 shares; 2026Q1: 6,652 shares 6,652 $578K <0.01% +15 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 3,947 shares; 2025Q1: 8,645 shares; 2025Q2: 8,969 shares; 2025Q3: 9,053 shares; 2025Q4: 7,777 shares; 2026Q1: 6,884 shares 6,884 $577K <0.01% -893 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 1,388 shares; 2025Q1: 1,449 shares; 2025Q2: 1,463 shares; 2025Q3: 2,808 shares; 2025Q4: 2,708 shares; 2026Q1: 2,906 shares 2,906 $576K <0.01% +198 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,280 shares; 2025Q1: 2,131 shares; 2025Q2: 2,301 shares; 2025Q3: 1,993 shares; 2025Q4: 2,024 shares; 2026Q1: 4,711 shares 4,711 $575K <0.01% +2,687 Timeline MOO 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: 9,741 shares; 2024Q4: 8,979 shares; 2025Q1: 6,746 shares; 2025Q2: 6,422 shares; 2025Q3: 6,309 shares; 2025Q4: 6,562 shares; 2026Q1: 6,808 shares 6,808 $575K <0.01% +246 Timeline HYD 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: 20,815 shares; 2024Q4: 16,165 shares; 2025Q1: 18,735 shares; 2025Q2: 16,744 shares; 2025Q3: 9,968 shares; 2025Q4: 10,129 shares; 2026Q1: 11,470 shares 11,470 $575K <0.01% +1,341 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,067 shares; 2025Q1: 3,466 shares; 2025Q2: 3,435 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,881 shares 5,881 $574K <0.01% new Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,915 shares 22,915 $573K <0.01% new Timeline IYZ 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: 29,747 shares; 2025Q3: 31,138 shares; 2025Q4: 21,553 shares; 2026Q1: 14,573 shares 14,573 $573K <0.01% -6,980 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,579 shares 10,579 $573K <0.01% new Timeline DFSB 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: 10,465 shares; 2024Q4: 10,246 shares; 2025Q1: 10,387 shares; 2025Q2: 10,752 shares; 2025Q3: 10,847 shares; 2025Q4: 10,991 shares; 2026Q1: 11,025 shares 11,025 $570K <0.01% +34 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,348 shares; 2024Q4: 8,012 shares; 2025Q1: 7,912 shares; 2025Q2: 8,148 shares; 2025Q3: 8,148 shares; 2025Q4: 8,148 shares; 2026Q1: 8,354 shares 8,354 $570K <0.01% +206 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,834 shares; 2026Q1: 4,104 shares 4,104 $569K <0.01% +270 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,422 shares; 2024Q4: 27,095 shares; 2025Q1: 20,891 shares; 2025Q2: 17,548 shares; 2025Q3: 18,101 shares; 2025Q4: 15,849 shares; 2026Q1: 15,098 shares 15,098 $567K <0.01% -751 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,537 shares; 2024Q4: 16,051 shares; 2025Q1: 23,424 shares; 2025Q2: 21,271 shares; 2025Q3: 17,676 shares; 2025Q4: 17,681 shares; 2026Q1: 17,377 shares 17,377 $567K <0.01% -304 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,040 shares; 2025Q1: 1,916 shares; 2025Q2: 2,029 shares; 2025Q3: 2,021 shares; 2025Q4: 2,074 shares; 2026Q1: 2,017 shares 2,017 $567K <0.01% -57 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,730 shares 21,730 $566K <0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,474 shares; 2025Q1: 2,908 shares; 2025Q2: 3,126 shares; 2025Q3: 3,075 shares; 2025Q4: 2,123 shares; 2026Q1: 2,129 shares 2,129 $565K <0.01% +6 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,478 shares; 2024Q4: 14,149 shares; 2025Q1: 14,441 shares; 2025Q2: 12,942 shares; 2025Q3: 8,958 shares; 2025Q4: 8,702 shares; 2026Q1: 7,944 shares 7,944 $564K <0.01% -758 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,267 shares; 2024Q4: 32,024 shares; 2025Q1: 32,024 shares; 2025Q2: 34,324 shares; 2025Q3: 49,164 shares; 2025Q4: 51,720 shares; 2026Q1: 54,264 shares 54,264 $563K <0.01% +2,544 Timeline TSLS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,333 shares 9,333 $563K <0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,373 shares; 2024Q4: 12,593 shares; 2025Q1: 8,682 shares; 2025Q2: 12,899 shares; 2025Q3: 12,972 shares; 2025Q4: 10,614 shares; 2026Q1: 10,964 shares 10,964 $562K <0.01% +350 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,910 shares; 2024Q4: 24,331 shares; 2025Q1: 23,014 shares; 2025Q2: 22,625 shares; 2025Q3: 23,297 shares; 2025Q4: 42,822 shares; 2026Q1: 41,557 shares 41,557 $561K <0.01% -1,265 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,488 shares; 2024Q4: 8,964 shares; 2025Q1: 8,370 shares; 2025Q2: 7,742 shares; 2025Q3: 7,659 shares; 2025Q4: 7,873 shares; 2026Q1: 7,505 shares 7,505 $561K <0.01% -368 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,243 shares; 2024Q4: 22,453 shares; 2025Q1: 21,060 shares; 2025Q2: 21,020 shares; 2025Q3: 19,934 shares; 2025Q4: 20,539 shares; 2026Q1: 21,144 shares 21,144 $559K <0.01% +605 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 7,768 shares; 2025Q1: 5,215 shares; 2025Q2: 4,924 shares; 2025Q3: 4,639 shares; 2025Q4: 4,547 shares; 2026Q1: 4,047 shares 4,047 $557K <0.01% -500 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,996 shares; 2025Q1: 8,550 shares; 2025Q2: 8,381 shares; 2025Q3: 8,543 shares; 2025Q4: 9,179 shares; 2026Q1: 8,818 shares 8,818 $554K <0.01% -361 Timeline FNOV 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: 4,250 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,609 shares; 2025Q3: 8,400 shares; 2025Q4: 8,681 shares; 2026Q1: 10,361 shares 10,361 $553K <0.01% +1,680 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,088 shares; 2024Q4: 57,156 shares; 2025Q1: 53,749 shares; 2025Q2: 48,696 shares; 2025Q3: 46,574 shares; 2025Q4: 43,625 shares; 2026Q1: 43,726 shares 43,726 $553K <0.01% +101 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,195 shares; 2026Q1: 22,195 shares 22,195 $551K <0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,957 shares; 2024Q4: 7,844 shares; 2025Q1: 8,568 shares; 2025Q2: 8,929 shares; 2025Q3: 8,872 shares; 2025Q4: 8,151 shares; 2026Q1: 8,614 shares 8,614 $549K <0.01% +463 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 7,101 shares; 2025Q1: 8,141 shares; 2025Q2: 8,043 shares; 2025Q3: 6,194 shares; 2025Q4: 6,143 shares; 2026Q1: 6,704 shares 6,704 $548K <0.01% +561 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING 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: 39,997 shares 39,997 $547K <0.01% new Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,700 shares; 2024Q4: 65,190 shares; 2025Q1: 64,873 shares; 2025Q2: 18,136 shares; 2025Q3: 17,275 shares; 2025Q4: 16,373 shares; 2026Q1: 16,100 shares 16,100 $546K <0.01% -273 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 20,071 shares; 2025Q1: 19,805 shares; 2025Q2: 19,914 shares; 2025Q3: 24,088 shares; 2025Q4: 22,508 shares; 2026Q1: 16,511 shares 16,511 $546K <0.01% -5,997 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,720 shares; 2025Q2: 10,820 shares; 2025Q3: 15,204 shares; 2025Q4: 15,093 shares; 2026Q1: 20,376 shares 20,376 $546K <0.01% +5,283 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,256 shares; 2025Q1: not reported; 2025Q2: 11,246 shares; 2025Q3: 13,251 shares; 2025Q4: 13,346 shares; 2026Q1: 18,585 shares 18,585 $545K <0.01% +5,239 Timeline PCY 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: 78,850 shares; 2024Q4: 45,495 shares; 2025Q1: 46,786 shares; 2025Q2: 48,188 shares; 2025Q3: 38,679 shares; 2025Q4: 32,845 shares; 2026Q1: 26,088 shares 26,088 $545K <0.01% -6,757 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 6,099 shares; 2025Q1: 6,211 shares; 2025Q2: 6,125 shares; 2025Q3: 6,135 shares; 2025Q4: 6,135 shares; 2026Q1: 4,050 shares 4,050 $545K <0.01% -2,085 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,229 shares 18,229 $545K <0.01% new Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,430 shares 17,430 $544K <0.01% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,943 shares; 2026Q1: 8,782 shares 8,782 $543K <0.01% -161 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,067 shares; 2025Q1: 11,940 shares; 2025Q2: 11,811 shares; 2025Q3: 20,429 shares; 2025Q4: 27,762 shares; 2026Q1: 27,282 shares 27,282 $542K <0.01% -480 Timeline DFSI 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: 14,907 shares; 2024Q4: 12,165 shares; 2025Q1: 12,317 shares; 2025Q2: 12,536 shares; 2025Q3: 12,587 shares; 2025Q4: 12,732 shares; 2026Q1: 12,773 shares 12,773 $542K <0.01% +41 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,039 shares; 2025Q3: 2,158 shares; 2025Q4: 4,708 shares; 2026Q1: 4,763 shares 4,763 $541K <0.01% +55 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,802 shares; 2024Q4: 42,623 shares; 2025Q1: 43,201 shares; 2025Q2: 44,082 shares; 2025Q3: 39,314 shares; 2025Q4: 39,125 shares; 2026Q1: 33,956 shares 33,956 $540K <0.01% -5,169 Timeline BDVL 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: 36,961 shares; 2025Q4: 18,871 shares; 2026Q1: 21,810 shares 21,810 $538K <0.01% +2,939 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,904 shares 33,904 $534K <0.01% new Timeline KLIP 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: 6,784 shares; 2025Q3: 18,412 shares; 2025Q4: 20,281 shares; 2026Q1: 20,765 shares 20,765 $534K <0.01% +484 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: not reported; 2025Q1: 2,991 shares; 2025Q2: 3,243 shares; 2025Q3: 2,984 shares; 2025Q4: 3,364 shares; 2026Q1: 4,184 shares 4,184 $532K <0.01% +820 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,110 shares; 2025Q1: 7,874 shares; 2025Q2: 7,726 shares; 2025Q3: 7,529 shares; 2025Q4: 7,449 shares; 2026Q1: 7,403 shares 7,403 $531K <0.01% -46 Timeline GCOR 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: 20,067 shares; 2024Q4: 19,845 shares; 2025Q1: 10,804 shares; 2025Q2: 15,075 shares; 2025Q3: 15,462 shares; 2025Q4: 15,110 shares; 2026Q1: 12,826 shares 12,826 $530K <0.01% -2,284 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 890 shares 890 $528K <0.01% +15 Timeline PCEF 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: 27,195 shares; 2024Q4: 25,949 shares; 2025Q1: 26,248 shares; 2025Q2: 25,818 shares; 2025Q3: 27,712 shares; 2025Q4: 27,990 shares; 2026Q1: 27,992 shares 27,992 $527K <0.01% +2 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 5,274 shares; 2025Q1: 4,367 shares; 2025Q2: 5,192 shares; 2025Q3: 5,049 shares; 2025Q4: 2,957 shares; 2026Q1: 1,932 shares 1,932 $526K <0.01% -1,025 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 8,121 shares; 2025Q1: 7,886 shares; 2025Q2: 8,488 shares; 2025Q3: 7,671 shares; 2025Q4: 7,622 shares; 2026Q1: 7,640 shares 7,640 $526K <0.01% +18 Timeline PTIN 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: 15,650 shares; 2024Q4: 15,044 shares; 2025Q1: 14,901 shares; 2025Q2: 14,856 shares; 2025Q3: 15,452 shares; 2025Q4: 15,452 shares; 2026Q1: 16,156 shares 16,156 $525K <0.01% +704 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 10,974 shares; 2025Q1: 4,344 shares; 2025Q2: 4,904 shares; 2025Q3: 4,683 shares; 2025Q4: 4,500 shares; 2026Q1: 4,394 shares 4,394 $525K <0.01% -106 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,702 shares; 2024Q4: 11,927 shares; 2025Q1: 12,653 shares; 2025Q2: 12,549 shares; 2025Q3: 11,913 shares; 2025Q4: 11,867 shares; 2026Q1: 11,815 shares 11,815 $525K <0.01% -52 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,659 shares; 2025Q2: 5,419 shares; 2025Q3: 5,419 shares; 2025Q4: 4,119 shares; 2026Q1: 3,252 shares 3,252 $524K <0.01% -867 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,535 shares; 2024Q4: 86,289 shares; 2025Q1: 88,860 shares; 2025Q2: 104,103 shares; 2025Q3: 80,776 shares; 2025Q4: 46,398 shares; 2026Q1: 33,699 shares 33,699 $523K <0.01% -12,699 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,136 shares; 2025Q1: 3,244 shares; 2025Q2: 3,078 shares; 2025Q3: 3,006 shares; 2025Q4: 2,777 shares; 2026Q1: 2,561 shares 2,561 $523K <0.01% -216 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,448 shares; 2024Q4: 9,480 shares; 2025Q1: 9,480 shares; 2025Q2: 11,472 shares; 2025Q3: 9,773 shares; 2025Q4: 8,226 shares; 2026Q1: 8,650 shares 8,650 $522K <0.01% +424 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 9,528 shares; 2025Q1: 7,628 shares; 2025Q2: 7,929 shares; 2025Q3: 8,801 shares; 2025Q4: 9,841 shares; 2026Q1: 10,478 shares 10,478 $522K <0.01% +637 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,441 shares; 2024Q4: 9,272 shares; 2025Q1: 8,802 shares; 2025Q2: 14,534 shares; 2025Q3: 14,912 shares; 2025Q4: 15,439 shares; 2026Q1: 15,349 shares 15,349 $522K <0.01% -90 Timeline PXF 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: 12,062 shares; 2024Q4: 11,012 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,454 shares 7,454 $521K <0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,851 shares; 2025Q1: 2,244 shares; 2025Q2: 2,145 shares; 2025Q3: 1,995 shares; 2025Q4: 1,890 shares; 2026Q1: 1,752 shares 1,752 $521K <0.01% -138 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,865 shares 21,865 $519K <0.01% new Timeline JCPB 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: 9,957 shares; 2024Q4: 10,188 shares; 2025Q1: 9,838 shares; 2025Q2: 9,254 shares; 2025Q3: 9,813 shares; 2025Q4: 10,913 shares; 2026Q1: 10,992 shares 10,992 $518K <0.01% +79 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 8,167 shares; 2025Q1: 8,962 shares; 2025Q2: 11,212 shares; 2025Q3: 11,063 shares; 2025Q4: 10,238 shares; 2026Q1: 3,306 shares 3,306 $514K <0.01% -6,932 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,354 shares; 2025Q4: 11,731 shares; 2026Q1: 10,475 shares 10,475 $514K <0.01% -1,256 Timeline ENFR 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: 17,268 shares; 2024Q4: not reported; 2025Q1: 7,248 shares; 2025Q2: 7,943 shares; 2025Q3: 8,078 shares; 2025Q4: 9,786 shares; 2026Q1: 13,445 shares 13,445 $514K <0.01% +3,659 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,248 shares; 2024Q4: 11,498 shares; 2025Q1: 11,303 shares; 2025Q2: 11,521 shares; 2025Q3: 12,486 shares; 2025Q4: 12,534 shares; 2026Q1: 13,116 shares 13,116 $514K <0.01% +582 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,884 shares; 2026Q1: 28,640 shares 28,640 $514K <0.01% +1,756 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,722 shares; 2025Q3: 6,569 shares; 2025Q4: 3,027 shares; 2026Q1: 2,956 shares 2,956 $513K <0.01% -71 Timeline LRGC 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: 9,331 shares; 2025Q2: 7,986 shares; 2025Q3: 7,174 shares; 2025Q4: 7,099 shares; 2026Q1: 6,979 shares 6,979 $513K <0.01% -120 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,956 shares; 2025Q1: 6,593 shares; 2025Q2: 8,062 shares; 2025Q3: 9,397 shares; 2025Q4: 6,785 shares; 2026Q1: 7,141 shares 7,141 $512K <0.01% +356 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,172 shares; 2024Q4: not reported; 2025Q1: 43,233 shares; 2025Q2: 35,274 shares; 2025Q3: 33,916 shares; 2025Q4: 32,525 shares; 2026Q1: 40,756 shares 40,756 $505K <0.01% +8,231 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,110 shares; 2024Q4: 599,700 shares; 2025Q1: 663,880 shares; 2025Q2: 1,002,680 shares; 2025Q3: 1,029,080 shares; 2025Q4: 561,577 shares; 2026Q1: 832,799 shares 832,799 $505K <0.01% +271,222 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,624 shares; 2024Q4: 18,774 shares; 2025Q1: 19,727 shares; 2025Q2: 21,460 shares; 2025Q3: 21,460 shares; 2025Q4: 22,420 shares; 2026Q1: 22,420 shares 22,420 $505K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 10,145 shares; 2025Q1: 11,517 shares; 2025Q2: 12,036 shares; 2025Q3: 10,420 shares; 2025Q4: 10,966 shares; 2026Q1: 9,029 shares 9,029 $504K <0.01% -1,937 Timeline TOUS 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: 17,785 shares; 2025Q4: 10,841 shares; 2026Q1: 14,562 shares 14,562 $503K <0.01% +3,721 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,205 shares; 2024Q4: 57,564 shares; 2025Q1: 50,905 shares; 2025Q2: 48,954 shares; 2025Q3: 43,684 shares; 2025Q4: 59,939 shares; 2026Q1: 63,267 shares 63,267 $502K <0.01% +3,328 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 4,472 shares; 2025Q1: not reported; 2025Q2: 4,067 shares; 2025Q3: 4,094 shares; 2025Q4: 4,257 shares; 2026Q1: 6,655 shares 6,655 $502K <0.01% +2,398 Timeline EMHY 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: 12,426 shares; 2026Q1: 12,678 shares 12,678 $499K <0.01% +252 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,623 shares; 2025Q3: 5,979 shares; 2025Q4: 5,815 shares; 2026Q1: 5,257 shares 5,257 $498K <0.01% -558 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 10,469 shares; 2025Q1: 9,570 shares; 2025Q2: 14,098 shares; 2025Q3: 13,862 shares; 2025Q4: 14,322 shares; 2026Q1: 15,007 shares 15,007 $497K <0.01% +685 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,318 shares; 2025Q3: 19,685 shares; 2025Q4: not reported; 2026Q1: 7,055 shares 7,055 $497K <0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,093 shares; 2024Q4: 49,487 shares; 2025Q1: 50,461 shares; 2025Q2: 134,403 shares; 2025Q3: 138,695 shares; 2025Q4: 145,420 shares; 2026Q1: 52,453 shares 52,453 $497K <0.01% -92,967 Timeline TDV 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: 12,197 shares; 2024Q4: 11,546 shares; 2025Q1: 10,981 shares; 2025Q2: 5,863 shares; 2025Q3: 5,865 shares; 2025Q4: 5,866 shares; 2026Q1: 5,867 shares 5,867 $497K <0.01% +1 Timeline SDOG 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: 12,622 shares; 2024Q4: 9,060 shares; 2025Q1: 11,784 shares; 2025Q2: 12,153 shares; 2025Q3: 11,835 shares; 2025Q4: 7,714 shares; 2026Q1: 7,636 shares 7,636 $497K <0.01% -78 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 67,868 shares; 2025Q4: 28,910 shares; 2026Q1: 32,738 shares 32,738 $495K <0.01% +3,828 Timeline NDIV AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,615 shares; 2026Q1: 13,789 shares 13,789 $495K <0.01% +3,174 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,289 shares; 2024Q4: 202,433 shares; 2025Q1: 210,431 shares; 2025Q2: 158,573 shares; 2025Q3: 15,534 shares; 2025Q4: 10,109 shares; 2026Q1: 11,940 shares 11,940 $494K <0.01% +1,831 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 5,750 shares; 2025Q1: 6,531 shares; 2025Q2: 7,261 shares; 2025Q3: 9,692 shares; 2025Q4: 10,046 shares; 2026Q1: 10,696 shares 10,696 $494K <0.01% +650 Timeline NUMV 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: 12,158 shares; 2024Q4: 10,656 shares; 2025Q1: 10,329 shares; 2025Q2: 9,325 shares; 2025Q3: 11,229 shares; 2025Q4: 11,503 shares; 2026Q1: 12,723 shares 12,723 $493K <0.01% +1,220 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,745 shares; 2025Q3: 3,899 shares; 2025Q4: 5,965 shares; 2026Q1: 6,215 shares 6,215 $492K <0.01% +250 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 8,643 shares; 2025Q1: 5,074 shares; 2025Q2: 10,870 shares; 2025Q3: 4,705 shares; 2025Q4: 6,130 shares; 2026Q1: 7,861 shares 7,861 $492K <0.01% +1,731 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,129 shares; 2025Q4: 10,209 shares; 2026Q1: 10,251 shares 10,251 $492K <0.01% +42 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,555 shares; 2026Q1: 11,555 shares 11,555 $491K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,319 shares; 2025Q4: 22,596 shares; 2026Q1: 26,488 shares 26,488 $491K <0.01% +3,892 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,149 shares; 2025Q3: 11,129 shares; 2025Q4: 10,780 shares; 2026Q1: 10,290 shares 10,290 $490K <0.01% -490 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,414 shares; 2025Q1: 14,414 shares; 2025Q2: 13,643 shares; 2025Q3: 13,167 shares; 2025Q4: 13,161 shares; 2026Q1: 11,416 shares 11,416 $490K <0.01% -1,745 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,395 shares; 2024Q4: 23,324 shares; 2025Q1: 23,367 shares; 2025Q2: 24,505 shares; 2025Q3: 27,813 shares; 2025Q4: 43,030 shares; 2026Q1: 65,150 shares 65,150 $490K <0.01% +22,120 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,289 shares 44,289 $489K <0.01% new Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,735 shares 4,735 $489K <0.01% new Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 6,166 shares; 2025Q1: 6,087 shares; 2025Q2: 6,327 shares; 2025Q3: 15,541 shares; 2025Q4: 17,224 shares; 2026Q1: 4,289 shares 4,289 $489K <0.01% -12,935 Timeline NULC 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: 6,075 shares; 2024Q4: 6,075 shares; 2025Q1: 6,179 shares; 2025Q2: 10,892 shares; 2025Q3: 10,292 shares; 2025Q4: 10,282 shares; 2026Q1: 10,561 shares 10,561 $489K <0.01% +279 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,512 shares; 2025Q1: 2,872 shares; 2025Q2: 4,251 shares; 2025Q3: 4,518 shares; 2025Q4: 3,103 shares; 2026Q1: 2,960 shares 2,960 $489K <0.01% -143 Timeline FLQS 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: 24,141 shares; 2024Q4: 21,045 shares; 2025Q1: 15,806 shares; 2025Q2: 14,125 shares; 2025Q3: 11,327 shares; 2025Q4: 11,585 shares; 2026Q1: 11,443 shares 11,443 $488K <0.01% -142 Timeline IQDG 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: 42,858 shares; 2024Q4: 16,352 shares; 2025Q1: 14,993 shares; 2025Q2: 14,349 shares; 2025Q3: 13,004 shares; 2025Q4: 12,861 shares; 2026Q1: 12,160 shares 12,160 $488K <0.01% -701 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,978 shares 21,978 $487K <0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,716 shares; 2024Q4: 4,923 shares; 2025Q1: 3,266 shares; 2025Q2: 3,245 shares; 2025Q3: 2,747 shares; 2025Q4: 2,550 shares; 2026Q1: 2,571 shares 2,571 $486K <0.01% +21 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,623 shares; 2025Q4: 16,524 shares; 2026Q1: 37,130 shares 37,130 $486K <0.01% +20,606 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 2,798 shares; 2025Q1: 2,440 shares; 2025Q2: 2,331 shares; 2025Q3: 2,334 shares; 2025Q4: 2,345 shares; 2026Q1: 2,498 shares 2,498 $486K <0.01% +153 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 2,070 shares; 2025Q4: 2,216 shares; 2026Q1: 2,684 shares 2,684 $486K <0.01% +468 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 58,949 shares; 2026Q1: 55,367 shares 55,367 $486K <0.01% -3,582 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 1,215 shares; 2025Q1: 1,154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares; 2026Q1: 1,824 shares 1,824 $485K <0.01% +252 Timeline REGS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,834 shares 49,834 $485K <0.01% new Timeline SPHB 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: 6,206 shares; 2024Q4: 5,387 shares; 2025Q1: 4,775 shares; 2025Q2: 4,709 shares; 2025Q3: 4,103 shares; 2025Q4: 4,125 shares; 2026Q1: 4,180 shares 4,180 $485K <0.01% +55 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 757 shares; 2025Q4: 755 shares; 2026Q1: 800 shares 800 $484K <0.01% +45 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,720 shares; 2024Q4: 11,192 shares; 2025Q1: 10,821 shares; 2025Q2: 9,017 shares; 2025Q3: 8,189 shares; 2025Q4: 8,325 shares; 2026Q1: 8,141 shares 8,141 $483K <0.01% -184 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 5,188 shares; 2025Q1: 5,373 shares; 2025Q2: 5,029 shares; 2025Q3: 5,069 shares; 2025Q4: 5,204 shares; 2026Q1: 6,390 shares 6,390 $482K <0.01% +1,186 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,796 shares; 2025Q1: not reported; 2025Q2: 65,422 shares; 2025Q3: 46,268 shares; 2025Q4: 32,560 shares; 2026Q1: 33,341 shares 33,341 $481K <0.01% +781 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares 8,588 $481K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781,108 shares; 2024Q4: 274,118 shares; 2025Q1: 233,978 shares; 2025Q2: 245,600 shares; 2025Q3: 247,429 shares; 2025Q4: 177,202 shares; 2026Q1: 94,099 shares 94,099 $480K <0.01% -83,103 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,607 shares; 2026Q1: 12,871 shares 12,871 $479K <0.01% +2,264 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,429 shares; 2025Q1: 1,499 shares; 2025Q2: 1,622 shares; 2025Q3: 3,087 shares; 2025Q4: 2,207 shares; 2026Q1: 2,368 shares 2,368 $479K <0.01% +161 Timeline DCRE 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: 24,156 shares; 2024Q4: 14,229 shares; 2025Q1: 7,283 shares; 2025Q2: 8,208 shares; 2025Q3: 8,753 shares; 2025Q4: 9,128 shares; 2026Q1: 9,203 shares 9,203 $478K <0.01% +75 Timeline XNROX NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,925 shares; 2024Q4: 51,221 shares; 2025Q1: 49,986 shares; 2025Q2: 50,171 shares; 2025Q3: 50,231 shares; 2025Q4: 64,771 shares; 2026Q1: 167,643 shares 167,643 $476K <0.01% +102,872 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 9,208 shares; 2025Q1: 9,035 shares; 2025Q2: 13,143 shares; 2025Q3: 13,616 shares; 2025Q4: 13,304 shares; 2026Q1: 12,785 shares 12,785 $475K <0.01% -519 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,931 shares; 2026Q1: 13,915 shares 13,915 $475K <0.01% +984 Timeline RTH 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: 1,740 shares; 2024Q4: 1,509 shares; 2025Q1: 1,396 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,786 shares; 2026Q1: 1,890 shares 1,890 $474K <0.01% +104 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,181 shares; 2026Q1: 13,531 shares 13,531 $474K <0.01% +7,350 Timeline XVV 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: 5,323 shares; 2025Q2: 6,457 shares; 2025Q3: 8,362 shares; 2025Q4: 8,995 shares; 2026Q1: 9,631 shares 9,631 $474K <0.01% +636 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,993 shares; 2024Q4: 77,242 shares; 2025Q1: 78,735 shares; 2025Q2: 76,209 shares; 2025Q3: 83,434 shares; 2025Q4: 42,127 shares; 2026Q1: 41,162 shares 41,162 $473K <0.01% -965 Timeline AGIX 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: 6,896 shares; 2025Q4: 17,344 shares; 2026Q1: 14,441 shares 14,441 $473K <0.01% -2,903 Timeline FNK 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: 9,481 shares; 2024Q4: 7,148 shares; 2025Q1: 7,839 shares; 2025Q2: 8,444 shares; 2025Q3: 8,466 shares; 2025Q4: 8,225 shares; 2026Q1: 8,252 shares 8,252 $471K <0.01% +27 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,150 shares 3,150 $470K <0.01% -250 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,725 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,721 shares 4,721 $469K <0.01% new Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 9,198 shares; 2025Q1: 6,739 shares; 2025Q2: 4,115 shares; 2025Q3: 3,911 shares; 2025Q4: 3,811 shares; 2026Q1: 3,604 shares 3,604 $468K <0.01% -207 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,777 shares; 2025Q1: 1,611 shares; 2025Q2: 1,576 shares; 2025Q3: 1,700 shares; 2025Q4: 1,483 shares; 2026Q1: 1,436 shares 1,436 $468K <0.01% -47 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 217 shares; 2025Q1: 214 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $468K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,427 shares; 2024Q4: 58,089 shares; 2025Q1: 36,269 shares; 2025Q2: 31,609 shares; 2025Q3: 26,598 shares; 2025Q4: 43,484 shares; 2026Q1: 43,484 shares 43,484 $467K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,456 shares; 2025Q1: 1,933 shares; 2025Q2: 2,099 shares; 2025Q3: 1,533 shares; 2025Q4: 1,185 shares; 2026Q1: 2,152 shares 2,152 $467K <0.01% +967 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,350 shares; 2025Q2: 16,050 shares; 2025Q3: 16,050 shares; 2025Q4: 15,200 shares; 2026Q1: 16,780 shares 16,780 $467K <0.01% +1,580 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 14,458 shares; 2025Q4: 45,622 shares; 2026Q1: 36,771 shares 36,771 $467K <0.01% -8,851 Timeline PXJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,237 shares 11,237 $466K <0.01% new Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,985 shares 16,985 $464K <0.01% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,123 shares; 2025Q1: 3,103 shares; 2025Q2: 3,104 shares; 2025Q3: 3,098 shares; 2025Q4: 3,098 shares; 2026Q1: 3,099 shares 3,099 $463K <0.01% +1 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly 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: 6,146 shares; 2025Q4: 6,144 shares; 2026Q1: 6,139 shares 6,139 $462K <0.01% -5 Timeline INOV 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: 13,290 shares; 2026Q1: 13,290 shares 13,290 $461K <0.01% 0 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,670 shares; 2024Q4: 93,222 shares; 2025Q1: 93,790 shares; 2025Q2: 84,854 shares; 2025Q3: 84,464 shares; 2025Q4: 84,274 shares; 2026Q1: 78,759 shares 78,759 $459K <0.01% -5,515 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,812 shares; 2024Q4: 29,286 shares; 2025Q1: 28,922 shares; 2025Q2: not reported; 2025Q3: 4,487 shares; 2025Q4: 5,024 shares; 2026Q1: 5,703 shares 5,703 $458K <0.01% +679 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS 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: 12,412 shares; 2026Q1: 15,422 shares 15,422 $458K <0.01% +3,010 Timeline EQL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,341 shares; 2026Q1: 9,554 shares 9,554 $454K <0.01% +4,213 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,242 shares; 2024Q4: 19,565 shares; 2025Q1: 9,653 shares; 2025Q2: 12,531 shares; 2025Q3: 12,405 shares; 2025Q4: 12,150 shares; 2026Q1: 11,936 shares 11,936 $454K <0.01% -214 Timeline MSML 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: 8,686 shares; 2024Q4: 8,284 shares; 2025Q1: 8,284 shares; 2025Q2: 7,494 shares; 2025Q3: 6,984 shares; 2025Q4: 6,954 shares; 2026Q1: 6,955 shares 6,955 $453K <0.01% +1 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,875 shares; 2024Q4: 13,017 shares; 2025Q1: 16,260 shares; 2025Q2: 7,988 shares; 2025Q3: 8,026 shares; 2025Q4: 8,190 shares; 2026Q1: 8,228 shares 8,228 $452K <0.01% +38 Timeline IBDZ 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: 11,069 shares; 2024Q4: 11,069 shares; 2025Q1: 11,069 shares; 2025Q2: 11,069 shares; 2025Q3: 11,069 shares; 2025Q4: 14,576 shares; 2026Q1: 17,304 shares 17,304 $451K <0.01% +2,728 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,168 shares; 2024Q4: 11,650 shares; 2025Q1: 20,597 shares; 2025Q2: 15,838 shares; 2025Q3: 11,881 shares; 2025Q4: 11,726 shares; 2026Q1: 7,632 shares 7,632 $451K <0.01% -4,094 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,256 shares; 2024Q4: 26,450 shares; 2025Q1: 23,898 shares; 2025Q2: 19,923 shares; 2025Q3: 20,507 shares; 2025Q4: 16,109 shares; 2026Q1: 12,247 shares 12,247 $450K <0.01% -3,862 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,651 shares; 2025Q1: not reported; 2025Q2: 17,719 shares; 2025Q3: 17,719 shares; 2025Q4: 17,719 shares; 2026Q1: 17,494 shares 17,494 $448K <0.01% -225 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,540 shares; 2024Q4: 19,766 shares; 2025Q1: 19,584 shares; 2025Q2: 23,711 shares; 2025Q3: 25,030 shares; 2025Q4: 24,875 shares; 2026Q1: 6,634 shares 6,634 $448K <0.01% -18,241 Timeline MDIV 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: 56,713 shares; 2024Q4: 55,639 shares; 2025Q1: 56,306 shares; 2025Q2: 53,774 shares; 2025Q3: 53,628 shares; 2025Q4: 50,785 shares; 2026Q1: 27,633 shares 27,633 $447K <0.01% -23,152 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,409 shares; 2024Q4: 22,163 shares; 2025Q1: 22,163 shares; 2025Q2: 26,478 shares; 2025Q3: 28,549 shares; 2025Q4: 30,847 shares; 2026Q1: 30,355 shares 30,355 $447K <0.01% -492 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,668 shares 27,668 $446K <0.01% new Timeline EVIM 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: 8,491 shares 8,491 $446K <0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 3,283 shares; 2025Q4: 3,187 shares; 2026Q1: 3,252 shares 3,252 $446K <0.01% +65 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,900 shares; 2024Q4: 117,251 shares; 2025Q1: 115,153 shares; 2025Q2: 45,277 shares; 2025Q3: 46,519 shares; 2025Q4: 58,613 shares; 2026Q1: 86,035 shares 86,035 $446K <0.01% +27,422 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 2,659 shares; 2025Q1: 3,027 shares; 2025Q2: 2,986 shares; 2025Q3: 3,185 shares; 2025Q4: 4,217 shares; 2026Q1: 4,195 shares 4,195 $446K <0.01% -22 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,625 shares; 2025Q1: 17,525 shares; 2025Q2: 26,575 shares; 2025Q3: 38,850 shares; 2025Q4: 36,350 shares; 2026Q1: 34,000 shares 34,000 $445K <0.01% -2,350 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,903 shares; 2024Q4: 44,815 shares; 2025Q1: 46,143 shares; 2025Q2: 46,507 shares; 2025Q3: 48,358 shares; 2025Q4: 48,581 shares; 2026Q1: 51,494 shares 51,494 $444K <0.01% +2,913 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,273 shares; 2024Q4: 26,530 shares; 2025Q1: 21,561 shares; 2025Q2: 19,664 shares; 2025Q3: 20,321 shares; 2025Q4: 20,903 shares; 2026Q1: 22,435 shares 22,435 $443K <0.01% +1,532 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,083 shares 4,083 $443K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 9,578 shares; 2025Q1: 9,331 shares; 2025Q2: 18,123 shares; 2025Q3: 13,266 shares; 2025Q4: 19,945 shares; 2026Q1: 12,148 shares 12,148 $442K <0.01% -7,797 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 411,850 shares; 2026Q1: 89,064 shares 89,064 $442K <0.01% -322,786 Timeline ILTB 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: 13,297 shares; 2024Q4: 13,437 shares; 2025Q1: 8,518 shares; 2025Q2: 9,649 shares; 2025Q3: 9,722 shares; 2025Q4: 8,705 shares; 2026Q1: 9,012 shares 9,012 $441K <0.01% +307 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,792 shares; 2025Q2: 24,524 shares; 2025Q3: 22,924 shares; 2025Q4: 22,924 shares; 2026Q1: 20,859 shares 20,859 $441K <0.01% -2,065 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 5,569 shares; 2025Q1: 5,414 shares; 2025Q2: 8,056 shares; 2025Q3: 14,573 shares; 2025Q4: 4,379 shares; 2026Q1: 4,334 shares 4,334 $440K <0.01% -45 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 9,879 shares; 2025Q1: 10,888 shares; 2025Q2: 15,434 shares; 2025Q3: 14,215 shares; 2025Q4: 10,321 shares; 2026Q1: 9,360 shares 9,360 $440K <0.01% -961 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,608 shares; 2025Q4: 2,976 shares; 2026Q1: 3,054 shares 3,054 $438K <0.01% +78 Timeline PSCT 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: 20,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,862 shares; 2026Q1: 7,272 shares 7,272 $437K <0.01% +2,410 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 93,405 shares 93,405 $436K <0.01% new Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly 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: 15,866 shares 15,866 $435K <0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 19,309 shares; 2025Q1: 4,156 shares; 2025Q2: 4,347 shares; 2025Q3: 4,069 shares; 2025Q4: 4,482 shares; 2026Q1: 4,453 shares 4,453 $435K <0.01% -29 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,928 shares; 2024Q4: 10,801 shares; 2025Q1: 11,012 shares; 2025Q2: 10,438 shares; 2025Q3: 10,470 shares; 2025Q4: 10,402 shares; 2026Q1: 9,299 shares 9,299 $434K <0.01% -1,103 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,371 shares; 2025Q1: 1,266 shares; 2025Q2: 1,570 shares; 2025Q3: 1,609 shares; 2025Q4: 1,323 shares; 2026Q1: 1,740 shares 1,740 $434K <0.01% +417 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,272 shares 6,272 $434K <0.01% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 6,694 shares; 2025Q1: 6,319 shares; 2025Q2: not reported; 2025Q3: 2,839 shares; 2025Q4: 6,215 shares; 2026Q1: 6,574 shares 6,574 $434K <0.01% +359 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,336 shares; 2025Q4: 2,459 shares; 2026Q1: 2,640 shares 2,640 $433K <0.01% +181 Timeline LEE LEE ENTERPRISES INC More: the full row for LEE ENTERPRISES 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: 50,000 shares 50,000 $430K <0.01% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,368 shares; 2025Q1: 3,201 shares; 2025Q2: 10,587 shares; 2025Q3: 5,655 shares; 2025Q4: 4,707 shares; 2026Q1: 4,792 shares 4,792 $430K <0.01% +85 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,129 shares; 2025Q1: 3,187 shares; 2025Q2: 2,938 shares; 2025Q3: 3,027 shares; 2025Q4: 2,909 shares; 2026Q1: 3,503 shares 3,503 $429K <0.01% +594 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,984 shares; 2025Q3: 4,988 shares; 2025Q4: 5,050 shares; 2026Q1: 5,059 shares 5,059 $429K <0.01% +9 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,558 shares; 2026Q1: 11,855 shares 11,855 $429K <0.01% +297 Timeline EVSM 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: 3,990 shares; 2025Q4: 8,119 shares; 2026Q1: 8,534 shares 8,534 $428K <0.01% +415 Timeline IDEC 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: 13,145 shares; 2026Q1: 13,145 shares 13,145 $428K <0.01% 0 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,048 shares; 2025Q4: 47,082 shares; 2026Q1: 43,662 shares 43,662 $427K <0.01% -3,420 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 5,939 shares; 2025Q1: 5,536 shares; 2025Q2: 5,704 shares; 2025Q3: 6,098 shares; 2025Q4: 6,193 shares; 2026Q1: 7,474 shares 7,474 $426K <0.01% +1,281 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,395 shares; 2025Q3: 7,651 shares; 2025Q4: 10,849 shares; 2026Q1: 10,932 shares 10,932 $426K <0.01% +83 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,653 shares; 2024Q4: 17,931 shares; 2025Q1: 12,651 shares; 2025Q2: 11,997 shares; 2025Q3: 11,806 shares; 2025Q4: 7,030 shares; 2026Q1: 5,634 shares 5,634 $426K <0.01% -1,396 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 5,381 shares; 2025Q1: 4,641 shares; 2025Q2: 3,652 shares; 2025Q3: 4,131 shares; 2025Q4: 3,803 shares; 2026Q1: 3,877 shares 3,877 $425K <0.01% +74 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,095 shares; 2024Q4: 11,320 shares; 2025Q1: 11,437 shares; 2025Q2: 13,638 shares; 2025Q3: 27,674 shares; 2025Q4: 36,324 shares; 2026Q1: 35,574 shares 35,574 $424K <0.01% -750 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 7,869 shares; 2025Q1: 7,926 shares; 2025Q2: 7,993 shares; 2025Q3: 5,966 shares; 2025Q4: 6,023 shares; 2026Q1: 8,357 shares 8,357 $424K <0.01% +2,334 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,484 shares; 2025Q2: 13,933 shares; 2025Q3: 8,053 shares; 2025Q4: 8,270 shares; 2026Q1: 5,884 shares 5,884 $422K <0.01% -2,386 Timeline GURU 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: 6,894 shares; 2024Q4: 7,033 shares; 2025Q1: 7,125 shares; 2025Q2: 7,077 shares; 2025Q3: 7,083 shares; 2025Q4: 7,093 shares; 2026Q1: 7,166 shares 7,166 $422K <0.01% +73 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,686 shares; 2025Q4: 9,351 shares; 2026Q1: 8,964 shares 8,964 $421K <0.01% -387 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,841 shares; 2024Q4: 28,108 shares; 2025Q1: 28,376 shares; 2025Q2: 27,099 shares; 2025Q3: 28,039 shares; 2025Q4: 28,645 shares; 2026Q1: 29,286 shares 29,286 $421K <0.01% +641 Timeline QIG 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: 11,927 shares; 2024Q4: 11,927 shares; 2025Q1: 8,947 shares; 2025Q2: 8,947 shares; 2025Q3: 9,277 shares; 2025Q4: 9,452 shares; 2026Q1: 9,452 shares 9,452 $419K <0.01% 0 Timeline MYCI 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: 12,215 shares; 2025Q4: 13,655 shares; 2026Q1: 16,850 shares 16,850 $419K <0.01% +3,195 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,770 shares; 2024Q4: 8,022 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,499 shares; 2025Q4: 4,065 shares; 2026Q1: 4,253 shares 4,253 $419K <0.01% +188 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,647 shares 7,647 $419K <0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,572 shares; 2024Q4: 94,596 shares; 2025Q1: 104,732 shares; 2025Q2: 114,821 shares; 2025Q3: 126,838 shares; 2025Q4: 112,013 shares; 2026Q1: 111,394 shares 111,394 $419K <0.01% -619 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,009 shares; 2025Q3: 8,000 shares; 2025Q4: 8,009 shares; 2026Q1: 8,009 shares 8,009 $415K <0.01% 0 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,303 shares; 2025Q2: 13,536 shares; 2025Q3: 14,498 shares; 2025Q4: 23,399 shares; 2026Q1: 17,088 shares 17,088 $414K <0.01% -6,311 Timeline TAXE T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 8,150 shares 8,150 $413K <0.01% +2,150 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 26,908 shares; 2025Q1: 26,818 shares; 2025Q2: 26,818 shares; 2025Q3: 26,818 shares; 2025Q4: 37,785 shares; 2026Q1: 33,239 shares 33,239 $413K <0.01% -4,546 Timeline NUMG 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: 22,442 shares; 2024Q4: 20,486 shares; 2025Q1: 20,171 shares; 2025Q2: 11,031 shares; 2025Q3: 11,573 shares; 2025Q4: 9,275 shares; 2026Q1: 10,043 shares 10,043 $413K <0.01% +768 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 1,458 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 2,009 shares 2,009 $412K <0.01% -291 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares 3,225 $410K <0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,467 shares; 2025Q4: 8,531 shares; 2026Q1: 8,366 shares 8,366 $410K <0.01% -165 Timeline IBHI 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: 17,598 shares 17,598 $410K <0.01% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,816 shares; 2024Q4: 15,432 shares; 2025Q1: 15,432 shares; 2025Q2: 15,444 shares; 2025Q3: 14,346 shares; 2025Q4: 14,191 shares; 2026Q1: 14,141 shares 14,141 $409K <0.01% -50 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: not reported; 2025Q1: 8,153 shares; 2025Q2: 8,037 shares; 2025Q3: 10,957 shares; 2025Q4: 12,343 shares; 2026Q1: 11,528 shares 11,528 $409K <0.01% -815 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,490 shares; 2025Q4: 5,208 shares; 2026Q1: 5,832 shares 5,832 $408K <0.01% +624 Timeline FYT 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: 78,702 shares; 2024Q4: 75,180 shares; 2025Q1: 19,560 shares; 2025Q2: 11,557 shares; 2025Q3: 11,318 shares; 2025Q4: 6,749 shares; 2026Q1: 6,585 shares 6,585 $407K <0.01% -164 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,934 shares; 2024Q4: 10,426 shares; 2025Q1: 23,854 shares; 2025Q2: 41,939 shares; 2025Q3: 31,483 shares; 2025Q4: 34,334 shares; 2026Q1: 31,363 shares 31,363 $406K <0.01% -2,971 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,967 shares; 2024Q4: not reported; 2025Q1: 18,361 shares; 2025Q2: 9,439 shares; 2025Q3: 9,739 shares; 2025Q4: 9,539 shares; 2026Q1: 9,139 shares 9,139 $406K <0.01% -400 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,174 shares; 2025Q2: 17,936 shares; 2025Q3: 15,871 shares; 2025Q4: 17,409 shares; 2026Q1: 8,139 shares 8,139 $406K <0.01% -9,270 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 12,246 shares; 2025Q1: 15,767 shares; 2025Q2: 12,528 shares; 2025Q3: 9,743 shares; 2025Q4: 9,679 shares; 2026Q1: 5,646 shares 5,646 $405K <0.01% -4,033 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,899 shares; 2026Q1: 23,523 shares 23,523 $405K <0.01% +8,624 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,116 shares; 2024Q4: 9,384 shares; 2025Q1: 10,709 shares; 2025Q2: 12,174 shares; 2025Q3: 10,464 shares; 2025Q4: 12,674 shares; 2026Q1: 15,132 shares 15,132 $403K <0.01% +2,458 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 13,969 shares; 2025Q1: 14,449 shares; 2025Q2: 14,449 shares; 2025Q3: 14,374 shares; 2025Q4: 16,230 shares; 2026Q1: 16,230 shares 16,230 $403K <0.01% 0 Timeline