L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 3,804 shares; 2025Q1: 3,785 shares; 2025Q2: 3,768 shares; 2025Q3: 3,779 shares; 2025Q4: 3,777 shares; 2026Q1: 3,768 shares 3,768 $402K <0.01% -9 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly 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: 3,500 shares; 2026Q1: 4,520 shares 4,520 $402K <0.01% +1,020 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,754 shares; 2025Q3: 4,348 shares; 2025Q4: 4,366 shares; 2026Q1: 5,244 shares 5,244 $401K <0.01% +878 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,856 shares; 2026Q1: 18,792 shares 18,792 $401K <0.01% -64 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,721 shares 8,721 $401K <0.01% new Timeline ESGE 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: 6,386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,303 shares; 2025Q3: 8,992 shares; 2025Q4: 7,399 shares; 2026Q1: 8,816 shares 8,816 $401K <0.01% +1,417 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 18,040 shares; 2025Q1: 20,163 shares; 2025Q2: 20,678 shares; 2025Q3: 17,527 shares; 2025Q4: 18,591 shares; 2026Q1: 33,067 shares 33,067 $400K <0.01% +14,476 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 16,000 shares; 2026Q1: 19,000 shares 19,000 $400K <0.01% +3,000 Timeline EWW 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: 4,067 shares; 2025Q3: 4,703 shares; 2025Q4: 4,648 shares; 2026Q1: 5,311 shares 5,311 $400K <0.01% +663 Timeline XFLT XAI FLOATING RATE & ALTER IN More: the full row for XAI FLOATING RATE & ALTER IN Quarterly 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: 23,251 shares 23,251 $399K <0.01% new Timeline IBMQ 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: 8,726 shares; 2025Q3: 17,962 shares; 2025Q4: 15,612 shares; 2026Q1: 15,612 shares 15,612 $399K <0.01% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,996 shares; 2024Q4: 52,906 shares; 2025Q1: 51,035 shares; 2025Q2: 51,681 shares; 2025Q3: 50,972 shares; 2025Q4: 53,982 shares; 2026Q1: 54,608 shares 54,608 $398K <0.01% +626 Timeline SGDM 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: 13,475 shares; 2024Q4: not reported; 2025Q1: 6,076 shares; 2025Q2: 5,716 shares; 2025Q3: 6,157 shares; 2025Q4: 5,126 shares; 2026Q1: 5,263 shares 5,263 $397K <0.01% +137 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,688 shares; 2025Q1: 115,258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,532 shares; 2026Q1: 13,208 shares 13,208 $397K <0.01% +3,676 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 13,746 shares; 2026Q1: 11,466 shares 11,466 $395K <0.01% -2,280 Timeline ACVF 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: 7,720 shares; 2024Q4: 12,338 shares; 2025Q1: 7,860 shares; 2025Q2: 7,449 shares; 2025Q3: 7,889 shares; 2025Q4: 8,141 shares; 2026Q1: 8,289 shares 8,289 $395K <0.01% +148 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,750 shares; 2025Q1: 6,828 shares; 2025Q2: 5,606 shares; 2025Q3: 6,131 shares; 2025Q4: 6,956 shares; 2026Q1: 8,856 shares 8,856 $394K <0.01% +1,900 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 523 shares; 2025Q1: 508 shares; 2025Q2: 584 shares; 2025Q3: 468 shares; 2025Q4: 428 shares; 2026Q1: 369 shares 369 $394K <0.01% -59 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 685 shares; 2026Q1: 724 shares 724 $394K <0.01% +39 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,061 shares; 2026Q1: 4,725 shares 4,725 $391K <0.01% -336 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 5,423 shares; 2025Q1: 5,926 shares; 2025Q2: 12,023 shares; 2025Q3: 17,154 shares; 2025Q4: 8,187 shares; 2026Q1: 9,480 shares 9,480 $390K <0.01% +1,293 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,269 shares 15,269 $389K <0.01% new Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,436 shares 16,436 $385K <0.01% new Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 6,717 shares; 2025Q1: 7,717 shares; 2025Q2: 7,951 shares; 2025Q3: 8,024 shares; 2025Q4: 8,055 shares; 2026Q1: 8,845 shares 8,845 $385K <0.01% +790 Timeline CVMC 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: 5,758 shares; 2024Q4: 6,269 shares; 2025Q1: 6,385 shares; 2025Q2: 5,895 shares; 2025Q3: 6,251 shares; 2025Q4: 6,293 shares; 2026Q1: 6,010 shares 6,010 $385K <0.01% -283 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,278 shares; 2025Q2: 4,286 shares; 2025Q3: 4,290 shares; 2025Q4: not reported; 2026Q1: 4,426 shares 4,426 $385K <0.01% new Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 8,039 shares; 2025Q1: 10,064 shares; 2025Q2: 9,209 shares; 2025Q3: 9,361 shares; 2025Q4: 9,471 shares; 2026Q1: 9,811 shares 9,811 $384K <0.01% +340 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 22,794 shares; 2026Q1: 6,130 shares 6,130 $384K <0.01% -16,664 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,445 shares; 2025Q1: 2,354 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,544 shares; 2026Q1: 1,552 shares 1,552 $383K <0.01% +8 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 1,126 shares; 2026Q1: 1,129 shares 1,129 $383K <0.01% +3 Timeline KNGZ 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: 23,501 shares; 2024Q4: 22,207 shares; 2025Q1: 22,115 shares; 2025Q2: 11,960 shares; 2025Q3: 10,410 shares; 2025Q4: 10,410 shares; 2026Q1: 10,610 shares 10,610 $382K <0.01% +200 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,511 shares; 2025Q1: 2,259 shares; 2025Q2: 2,276 shares; 2025Q3: 1,890 shares; 2025Q4: 1,872 shares; 2026Q1: 1,909 shares 1,909 $382K <0.01% +37 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,235 shares; 2024Q4: 31,916 shares; 2025Q1: 28,212 shares; 2025Q2: 31,315 shares; 2025Q3: 31,612 shares; 2025Q4: 31,367 shares; 2026Q1: 33,681 shares 33,681 $382K <0.01% +2,314 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 1,124 shares 1,124 $381K <0.01% new Timeline RSPG 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: 20,690 shares; 2024Q4: 20,891 shares; 2025Q1: 24,323 shares; 2025Q2: 5,627 shares; 2025Q3: 5,347 shares; 2025Q4: 3,905 shares; 2026Q1: 3,471 shares 3,471 $380K <0.01% -434 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,007 shares; 2025Q1: 3,918 shares; 2025Q2: 4,610 shares; 2025Q3: 3,581 shares; 2025Q4: 3,291 shares; 2026Q1: 4,047 shares 4,047 $378K <0.01% +756 Timeline PDP 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: 9,197 shares; 2024Q4: 8,566 shares; 2025Q1: 6,546 shares; 2025Q2: 5,878 shares; 2025Q3: 3,129 shares; 2025Q4: 3,129 shares; 2026Q1: 3,129 shares 3,129 $378K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,823 shares; 2026Q1: 2,285 shares 2,285 $377K <0.01% +462 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 4,587 shares; 2025Q4: 4,168 shares; 2026Q1: 4,158 shares 4,158 $376K <0.01% -10 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,254 shares; 2025Q1: 3,838 shares; 2025Q2: 4,329 shares; 2025Q3: 4,259 shares; 2025Q4: 4,261 shares; 2026Q1: 4,289 shares 4,289 $376K <0.01% +28 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: not reported; 2025Q1: 11,966 shares; 2025Q2: 10,700 shares; 2025Q3: 8,261 shares; 2025Q4: 14,194 shares; 2026Q1: 6,783 shares 6,783 $375K <0.01% -7,411 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 9,902 shares; 2026Q1: 5,606 shares 5,606 $374K <0.01% -4,296 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 8,636 shares; 2025Q1: 8,882 shares; 2025Q2: not reported; 2025Q3: 7,173 shares; 2025Q4: 13,139 shares; 2026Q1: 13,062 shares 13,062 $372K <0.01% -77 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,869 shares; 2024Q4: 52,252 shares; 2025Q1: 53,139 shares; 2025Q2: 18,788 shares; 2025Q3: 18,303 shares; 2025Q4: 17,391 shares; 2026Q1: 17,302 shares 17,302 $371K <0.01% -89 Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,945 shares 14,945 $371K <0.01% new Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,340 shares; 2025Q3: 13,395 shares; 2025Q4: 15,521 shares; 2026Q1: 16,454 shares 16,454 $371K <0.01% +933 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,071 shares; 2025Q2: 3,665 shares; 2025Q3: 3,900 shares; 2025Q4: 3,537 shares; 2026Q1: 3,539 shares 3,539 $371K <0.01% +2 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,513 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,273 shares; 2025Q4: 5,476 shares; 2026Q1: 6,980 shares 6,980 $370K <0.01% +1,504 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 7,742 shares; 2025Q1: 6,765 shares; 2025Q2: 5,676 shares; 2025Q3: 5,242 shares; 2025Q4: 3,850 shares; 2026Q1: 2,842 shares 2,842 $369K <0.01% -1,008 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 7,320 shares; 2025Q1: 7,320 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,663 shares; 2026Q1: 7,422 shares 7,422 $369K <0.01% -241 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 17,100 shares; 2025Q1: 19,607 shares; 2025Q2: 21,106 shares; 2025Q3: 22,744 shares; 2025Q4: 21,062 shares; 2026Q1: 19,651 shares 19,651 $368K <0.01% -1,411 Timeline VSMV VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 8,728 shares; 2025Q1: 6,684 shares; 2025Q2: 6,798 shares; 2025Q3: 6,364 shares; 2025Q4: 6,364 shares; 2026Q1: 6,489 shares 6,489 $367K <0.01% +125 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,561 shares; 2025Q3: 5,659 shares; 2025Q4: 6,307 shares; 2026Q1: 5,944 shares 5,944 $367K <0.01% -363 Timeline JIG 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: 5,038 shares; 2024Q4: 5,086 shares; 2025Q1: 4,873 shares; 2025Q2: 4,747 shares; 2025Q3: 4,747 shares; 2025Q4: 5,007 shares; 2026Q1: 4,943 shares 4,943 $367K <0.01% -64 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,939 shares; 2024Q4: 11,279 shares; 2025Q1: 11,193 shares; 2025Q2: 11,128 shares; 2025Q3: 20,659 shares; 2025Q4: 16,394 shares; 2026Q1: 13,918 shares 13,918 $366K <0.01% -2,476 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 5,252 shares; 2025Q4: 4,590 shares; 2026Q1: 3,341 shares 3,341 $366K <0.01% -1,249 Timeline ROUS 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: 9,585 shares; 2024Q4: 95,530 shares; 2025Q1: 96,569 shares; 2025Q2: 6,633 shares; 2025Q3: 9,937 shares; 2025Q4: 6,286 shares; 2026Q1: 6,198 shares 6,198 $366K <0.01% -88 Timeline HYZD 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: 33,116 shares; 2024Q4: 20,768 shares; 2025Q1: 21,184 shares; 2025Q2: 21,406 shares; 2025Q3: 19,727 shares; 2025Q4: 21,102 shares; 2026Q1: 16,598 shares 16,598 $365K <0.01% -4,504 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 1,288 shares; 2025Q1: 3,062 shares; 2025Q2: 3,166 shares; 2025Q3: 3,413 shares; 2025Q4: 2,810 shares; 2026Q1: 1,847 shares 1,847 $365K <0.01% -963 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,406 shares; 2026Q1: 13,776 shares 13,776 $364K <0.01% -630 Timeline SLVP 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: 8,418 shares; 2025Q4: 8,940 shares; 2026Q1: 10,262 shares 10,262 $364K <0.01% +1,322 Timeline CATH 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: 5,955 shares; 2024Q4: 6,380 shares; 2025Q1: 6,201 shares; 2025Q2: 4,749 shares; 2025Q3: 4,710 shares; 2025Q4: 4,694 shares; 2026Q1: 4,656 shares 4,656 $364K <0.01% -38 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,969 shares; 2024Q4: 30,090 shares; 2025Q1: 14,833 shares; 2025Q2: 20,405 shares; 2025Q3: 26,422 shares; 2025Q4: 22,632 shares; 2026Q1: 25,204 shares 25,204 $364K <0.01% +2,572 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 717 shares; 2025Q1: 753 shares; 2025Q2: 693 shares; 2025Q3: 743 shares; 2025Q4: 556 shares; 2026Q1: 674 shares 674 $363K <0.01% +118 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 10,071 shares; 2025Q1: 9,474 shares; 2025Q2: 9,151 shares; 2025Q3: 4,166 shares; 2025Q4: 4,160 shares; 2026Q1: 4,820 shares 4,820 $363K <0.01% +660 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,619 shares; 2024Q4: 10,915 shares; 2025Q1: 11,005 shares; 2025Q2: 15,668 shares; 2025Q3: 16,624 shares; 2025Q4: 15,554 shares; 2026Q1: 14,937 shares 14,937 $361K <0.01% -617 Timeline IPAC 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: 4,098 shares; 2025Q3: 4,170 shares; 2025Q4: 4,469 shares; 2026Q1: 4,716 shares 4,716 $361K <0.01% +247 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,549 shares 14,549 $360K <0.01% new Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,064 shares 13,064 $360K <0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,307 shares; 2024Q4: 14,729 shares; 2025Q1: 6,339 shares; 2025Q2: 6,414 shares; 2025Q3: 6,567 shares; 2025Q4: 7,036 shares; 2026Q1: 6,852 shares 6,852 $358K <0.01% -184 Timeline FOCT 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: 8,284 shares; 2026Q1: 7,510 shares 7,510 $358K <0.01% -774 Timeline KJAN 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: 8,555 shares; 2026Q1: 8,555 shares 8,555 $357K <0.01% 0 Timeline FLJH 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: 33,902 shares; 2024Q4: 17,921 shares; 2025Q1: 16,765 shares; 2025Q2: 14,969 shares; 2025Q3: 12,300 shares; 2025Q4: 11,231 shares; 2026Q1: 8,902 shares 8,902 $357K <0.01% -2,329 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 70,765 shares; 2025Q1: 81,589 shares; 2025Q2: 64,019 shares; 2025Q3: 66,307 shares; 2025Q4: 9,593 shares; 2026Q1: 10,209 shares 10,209 $356K <0.01% +616 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,770 shares; 2025Q3: 4,948 shares; 2025Q4: 5,298 shares; 2026Q1: 5,709 shares 5,709 $356K <0.01% +411 Timeline MYCG 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: 8,585 shares; 2025Q4: 11,475 shares; 2026Q1: 14,205 shares 14,205 $355K <0.01% +2,730 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 9,065 shares; 2025Q1: 9,645 shares; 2025Q2: 9,593 shares; 2025Q3: 9,543 shares; 2025Q4: 9,793 shares; 2026Q1: 9,793 shares 9,793 $354K <0.01% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 11,715 shares; 2025Q1: 11,734 shares; 2025Q2: 9,090 shares; 2025Q3: 8,980 shares; 2025Q4: 9,197 shares; 2026Q1: 4,868 shares 4,868 $354K <0.01% -4,329 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,654 shares; 2024Q4: 22,355 shares; 2025Q1: 23,561 shares; 2025Q2: 25,797 shares; 2025Q3: 24,547 shares; 2025Q4: 16,146 shares; 2026Q1: 23,584 shares 23,584 $354K <0.01% +7,438 Timeline WEEI ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 14,370 shares; 2026Q1: 14,370 shares 14,370 $353K <0.01% 0 Timeline DLS 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: 6,190 shares; 2024Q4: 4,645 shares; 2025Q1: 4,229 shares; 2025Q2: 4,810 shares; 2025Q3: 4,724 shares; 2025Q4: 4,785 shares; 2026Q1: 4,333 shares 4,333 $353K <0.01% -452 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,422 shares 2,422 $352K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 4,794 shares; 2025Q1: 4,809 shares; 2025Q2: 6,202 shares; 2025Q3: 5,033 shares; 2025Q4: 11,373 shares; 2026Q1: 5,172 shares 5,172 $352K <0.01% -6,201 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,558 shares; 2024Q4: 12,558 shares; 2025Q1: 12,558 shares; 2025Q2: 12,558 shares; 2025Q3: 12,558 shares; 2025Q4: 12,939 shares; 2026Q1: 13,598 shares 13,598 $352K <0.01% +659 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 4,936 shares; 2025Q1: 4,673 shares; 2025Q2: 4,377 shares; 2025Q3: 4,330 shares; 2025Q4: 5,060 shares; 2026Q1: 4,258 shares 4,258 $351K <0.01% -802 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,796 shares; 2025Q4: 11,467 shares; 2026Q1: 11,121 shares 11,121 $351K <0.01% -346 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,268 shares; 2026Q1: 1,093 shares 1,093 $351K <0.01% -175 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,508 shares; 2024Q4: 24,026 shares; 2025Q1: 18,148 shares; 2025Q2: 17,844 shares; 2025Q3: 16,795 shares; 2025Q4: 16,105 shares; 2026Q1: 15,658 shares 15,658 $351K <0.01% -447 Timeline FISR 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: 11,401 shares; 2024Q4: 10,996 shares; 2025Q1: 12,558 shares; 2025Q2: 16,653 shares; 2025Q3: 11,775 shares; 2025Q4: 17,253 shares; 2026Q1: 13,647 shares 13,647 $351K <0.01% -3,606 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,436 shares; 2024Q4: 49,472 shares; 2025Q1: 47,366 shares; 2025Q2: 47,705 shares; 2025Q3: 26,385 shares; 2025Q4: 20,385 shares; 2026Q1: 17,885 shares 17,885 $351K <0.01% -2,500 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,361 shares; 2024Q4: 15,673 shares; 2025Q1: 15,672 shares; 2025Q2: 14,956 shares; 2025Q3: 14,452 shares; 2025Q4: 11,577 shares; 2026Q1: 6,831 shares 6,831 $350K <0.01% -4,746 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,711 shares; 2024Q4: 41,512 shares; 2025Q1: 43,178 shares; 2025Q2: 45,531 shares; 2025Q3: 42,616 shares; 2025Q4: 24,894 shares; 2026Q1: 14,697 shares 14,697 $348K <0.01% -10,197 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,698 shares; 2024Q4: 12,040 shares; 2025Q1: 12,292 shares; 2025Q2: 11,215 shares; 2025Q3: 9,726 shares; 2025Q4: 9,939 shares; 2026Q1: 9,594 shares 9,594 $347K <0.01% -345 Timeline KNOV 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: 12,100 shares; 2026Q1: 12,100 shares 12,100 $347K <0.01% 0 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,306 shares; 2025Q4: 5,036 shares; 2026Q1: 4,670 shares 4,670 $346K <0.01% -366 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,454 shares; 2024Q4: 23,980 shares; 2025Q1: 10,806 shares; 2025Q2: 13,335 shares; 2025Q3: 13,469 shares; 2025Q4: 9,942 shares; 2026Q1: 6,812 shares 6,812 $346K <0.01% -3,130 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 5,953 shares; 2025Q4: 6,181 shares; 2026Q1: 6,659 shares 6,659 $346K <0.01% +478 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,927 shares; 2024Q4: 26,123 shares; 2025Q1: 26,217 shares; 2025Q2: 25,251 shares; 2025Q3: 25,514 shares; 2025Q4: 25,658 shares; 2026Q1: 23,818 shares 23,818 $345K <0.01% -1,840 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,814 shares; 2024Q4: 14,313 shares; 2025Q1: 11,038 shares; 2025Q2: 13,769 shares; 2025Q3: 12,719 shares; 2025Q4: 12,544 shares; 2026Q1: 30,558 shares 30,558 $345K <0.01% +18,014 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,153 shares; 2024Q4: 16,530 shares; 2025Q1: 13,662 shares; 2025Q2: 13,633 shares; 2025Q3: 13,695 shares; 2025Q4: 13,821 shares; 2026Q1: 13,915 shares 13,915 $345K <0.01% +94 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,752 shares; 2026Q1: 3,752 shares 3,752 $344K <0.01% 0 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,735 shares 4,735 $344K <0.01% new Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS 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: 6,800 shares; 2025Q3: 9,735 shares; 2025Q4: 10,035 shares; 2026Q1: 9,335 shares 9,335 $344K <0.01% -700 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,402 shares; 2024Q4: 29,011 shares; 2025Q1: 29,744 shares; 2025Q2: 28,342 shares; 2025Q3: 28,453 shares; 2025Q4: 29,001 shares; 2026Q1: 29,375 shares 29,375 $343K <0.01% +374 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,842 shares 2,842 $343K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 2,208 shares; 2026Q1: 1,611 shares 1,611 $341K <0.01% -597 Timeline BSVO 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: 12,495 shares; 2024Q4: 12,495 shares; 2025Q1: 12,495 shares; 2025Q2: 11,853 shares; 2025Q3: 11,848 shares; 2025Q4: 14,220 shares; 2026Q1: 13,448 shares 13,448 $341K <0.01% -772 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 1,926 shares; 2026Q1: 2,003 shares 2,003 $341K <0.01% +77 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: not reported; 2025Q1: 7,410 shares; 2025Q2: 7,370 shares; 2025Q3: 6,273 shares; 2025Q4: not reported; 2026Q1: 6,297 shares 6,297 $340K <0.01% new Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,986 shares; 2024Q4: 34,032 shares; 2025Q1: 31,559 shares; 2025Q2: 21,743 shares; 2025Q3: 25,324 shares; 2025Q4: 23,288 shares; 2026Q1: 17,678 shares 17,678 $339K <0.01% -5,610 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,896 shares 2,896 $339K <0.01% new Timeline HDMV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,191 shares; 2026Q1: 9,200 shares 9,200 $339K <0.01% -6,991 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 13,296 shares; 2025Q1: 10,273 shares; 2025Q2: 10,385 shares; 2025Q3: 5,289 shares; 2025Q4: 4,796 shares; 2026Q1: 4,432 shares 4,432 $338K <0.01% -364 Timeline MYCK 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: 8,637 shares; 2026Q1: 13,577 shares 13,577 $338K <0.01% +4,940 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 20,819 shares; 2025Q1: 20,258 shares; 2025Q2: 32,614 shares; 2025Q3: 32,953 shares; 2025Q4: 17,889 shares; 2026Q1: 17,706 shares 17,706 $337K <0.01% -183 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,583 shares; 2024Q4: 47,583 shares; 2025Q1: 47,583 shares; 2025Q2: 47,583 shares; 2025Q3: 47,583 shares; 2025Q4: 47,583 shares; 2026Q1: 47,583 shares 47,583 $336K <0.01% 0 Timeline IBMP 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: 8,491 shares; 2024Q4: 9,085 shares; 2025Q1: not reported; 2025Q2: 13,221 shares; 2025Q3: 13,221 shares; 2025Q4: 13,221 shares; 2026Q1: 13,221 shares 13,221 $336K <0.01% 0 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,505 shares; 2025Q4: 2,599 shares; 2026Q1: 2,466 shares 2,466 $336K <0.01% -133 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,872 shares; 2024Q4: 25,375 shares; 2025Q1: 26,453 shares; 2025Q2: 26,291 shares; 2025Q3: 28,592 shares; 2025Q4: 32,435 shares; 2026Q1: 31,773 shares 31,773 $336K <0.01% -662 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,384 shares; 2025Q1: 4,164 shares; 2025Q2: 4,823 shares; 2025Q3: 4,929 shares; 2025Q4: 4,904 shares; 2026Q1: 5,005 shares 5,005 $335K <0.01% +101 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,923 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,274 shares 2,274 $335K <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,392 shares; 2024Q4: 8,935 shares; 2025Q1: 8,327 shares; 2025Q2: 7,422 shares; 2025Q3: 3,785 shares; 2025Q4: 3,755 shares; 2026Q1: 3,323 shares 3,323 $335K <0.01% -432 Timeline LODI 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: 13,279 shares 13,279 $335K <0.01% new Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,666 shares 17,666 $334K <0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,576 shares; 2025Q3: 3,885 shares; 2025Q4: 4,244 shares; 2026Q1: 4,257 shares 4,257 $334K <0.01% +13 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 12,717 shares; 2025Q1: 12,594 shares; 2025Q2: 22,320 shares; 2025Q3: 31,937 shares; 2025Q4: 27,197 shares; 2026Q1: 15,243 shares 15,243 $334K <0.01% -11,954 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 6,838 shares; 2025Q3: 7,090 shares; 2025Q4: 7,118 shares; 2026Q1: 6,228 shares 6,228 $333K <0.01% -890 Timeline JPEM 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: 18,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,941 shares; 2025Q3: 5,368 shares; 2025Q4: 5,312 shares; 2026Q1: 5,322 shares 5,322 $331K <0.01% +10 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,513 shares; 2024Q4: 36,774 shares; 2025Q1: 23,755 shares; 2025Q2: 25,157 shares; 2025Q3: 34,569 shares; 2025Q4: 34,443 shares; 2026Q1: 39,925 shares 39,925 $330K <0.01% +5,482 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 30,008 shares; 2025Q1: 38,551 shares; 2025Q2: 41,246 shares; 2025Q3: 79,409 shares; 2025Q4: 92,059 shares; 2026Q1: 93,333 shares 93,333 $329K <0.01% +1,274 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,042 shares 12,042 $328K <0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,408 shares; 2026Q1: 3,260 shares 3,260 $328K <0.01% -148 Timeline EIS 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: 2,816 shares 2,816 $327K <0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 3,370 shares; 2025Q4: 1,430 shares; 2026Q1: 1,422 shares 1,422 $325K <0.01% -8 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,407 shares; 2024Q4: 24,318 shares; 2025Q1: 24,122 shares; 2025Q2: 24,693 shares; 2025Q3: 28,409 shares; 2025Q4: 29,189 shares; 2026Q1: 30,221 shares 30,221 $325K <0.01% +1,032 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,325 shares; 2025Q1: 939 shares; 2025Q2: 1,430 shares; 2025Q3: 1,015 shares; 2025Q4: 1,032 shares; 2026Q1: 891 shares 891 $324K <0.01% -141 Timeline MYCN 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: not reported; 2026Q1: 13,192 shares 13,192 $324K <0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,310 shares; 2025Q1: 7,885 shares; 2025Q2: 7,955 shares; 2025Q3: 13,874 shares; 2025Q4: 14,949 shares; 2026Q1: 12,988 shares 12,988 $323K <0.01% -1,961 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,043 shares; 2024Q4: 39,227 shares; 2025Q1: 38,773 shares; 2025Q2: 38,958 shares; 2025Q3: 53,057 shares; 2025Q4: 50,974 shares; 2026Q1: 46,459 shares 46,459 $323K <0.01% -4,515 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,044 shares; 2024Q4: 5,596 shares; 2025Q1: 2,390 shares; 2025Q2: 3,505 shares; 2025Q3: 5,503 shares; 2025Q4: 3,893 shares; 2026Q1: 3,884 shares 3,884 $322K <0.01% -9 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 5,664 shares; 2025Q1: 4,503 shares; 2025Q2: 2,396 shares; 2025Q3: 2,426 shares; 2025Q4: 2,241 shares; 2026Q1: 2,245 shares 2,245 $322K <0.01% +4 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,828 shares; 2025Q1: 3,848 shares; 2025Q2: 4,120 shares; 2025Q3: 4,215 shares; 2025Q4: 4,184 shares; 2026Q1: 4,354 shares 4,354 $322K <0.01% +170 Timeline MFDX 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: 31,127 shares; 2025Q1: 35,336 shares; 2025Q2: 35,951 shares; 2025Q3: 30,395 shares; 2025Q4: 10,034 shares; 2026Q1: 8,043 shares 8,043 $320K <0.01% -1,991 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,830 shares; 2025Q1: not reported; 2025Q2: 2,873 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,835 shares 2,835 $319K <0.01% new Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,807 shares; 2025Q1: 17,569 shares; 2025Q2: 25,133 shares; 2025Q3: 22,674 shares; 2025Q4: 28,092 shares; 2026Q1: 3,016 shares 3,016 $319K <0.01% -25,076 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,863 shares 27,863 $319K <0.01% new Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,507 shares; 2025Q2: 5,418 shares; 2025Q3: 4,992 shares; 2025Q4: 4,890 shares; 2026Q1: 4,955 shares 4,955 $319K <0.01% +65 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,252 shares; 2025Q1: 7,791 shares; 2025Q2: 7,806 shares; 2025Q3: 7,754 shares; 2025Q4: 6,589 shares; 2026Q1: 6,599 shares 6,599 $318K <0.01% +10 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,124 shares; 2025Q3: 12,532 shares; 2025Q4: 12,532 shares; 2026Q1: 12,532 shares 12,532 $318K <0.01% 0 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,484 shares; 2025Q2: 7,255 shares; 2025Q3: 7,275 shares; 2025Q4: 6,819 shares; 2026Q1: 6,838 shares 6,838 $317K <0.01% +19 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: 2,924 shares; 2025Q1: 2,918 shares; 2025Q2: 4,422 shares; 2025Q3: 4,165 shares; 2025Q4: 4,392 shares; 2026Q1: 3,963 shares 3,963 $317K <0.01% -429 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,508 shares; 2024Q4: 49,945 shares; 2025Q1: 47,667 shares; 2025Q2: 49,731 shares; 2025Q3: 48,469 shares; 2025Q4: 26,697 shares; 2026Q1: 26,035 shares 26,035 $317K <0.01% -662 Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,325 shares; 2024Q4: 31,225 shares; 2025Q1: 31,225 shares; 2025Q2: 31,225 shares; 2025Q3: 31,225 shares; 2025Q4: 31,725 shares; 2026Q1: 34,725 shares 34,725 $316K <0.01% +3,000 Timeline MANE VERADERMICS INC More: the full row for VERADERMICS 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: 5,000 shares 5,000 $316K <0.01% new Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,353 shares; 2024Q4: 13,496 shares; 2025Q1: 12,788 shares; 2025Q2: 11,301 shares; 2025Q3: 11,374 shares; 2025Q4: 10,685 shares; 2026Q1: 10,348 shares 10,348 $315K <0.01% -337 Timeline EUFN 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: 9,839 shares; 2025Q1: 10,487 shares; 2025Q2: 12,336 shares; 2025Q3: 10,428 shares; 2025Q4: 12,309 shares; 2026Q1: 8,988 shares 8,988 $313K <0.01% -3,321 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 11,362 shares; 2025Q1: 11,416 shares; 2025Q2: 11,214 shares; 2025Q3: 11,266 shares; 2025Q4: 11,317 shares; 2026Q1: 11,234 shares 11,234 $313K <0.01% -83 Timeline QMNV 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: 13,700 shares; 2026Q1: 13,700 shares 13,700 $312K <0.01% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,774 shares; 2026Q1: 5,009 shares 5,009 $312K <0.01% +1,235 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,248 shares; 2025Q1: not reported; 2025Q2: 6,051 shares; 2025Q3: 6,389 shares; 2025Q4: 5,636 shares; 2026Q1: 4,497 shares 4,497 $312K <0.01% -1,139 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 14,471 shares; 2025Q1: 14,277 shares; 2025Q2: 13,823 shares; 2025Q3: 12,984 shares; 2025Q4: 14,573 shares; 2026Q1: 6,488 shares 6,488 $311K <0.01% -8,085 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,411 shares 11,411 $311K <0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 5,781 shares; 2025Q1: 5,783 shares; 2025Q2: 5,308 shares; 2025Q3: 8,752 shares; 2025Q4: 5,566 shares; 2026Q1: 6,429 shares 6,429 $311K <0.01% +863 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,032 shares; 2024Q4: 75,973 shares; 2025Q1: 79,500 shares; 2025Q2: 77,234 shares; 2025Q3: 52,374 shares; 2025Q4: 52,124 shares; 2026Q1: 51,284 shares 51,284 $309K <0.01% -840 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,274 shares; 2025Q1: 5,076 shares; 2025Q2: 5,072 shares; 2025Q3: 4,866 shares; 2025Q4: 4,786 shares; 2026Q1: 4,723 shares 4,723 $308K <0.01% -63 Timeline DJUN 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: 6,686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,785 shares; 2025Q4: 6,551 shares; 2026Q1: 6,551 shares 6,551 $308K <0.01% 0 Timeline PICK 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: 20,531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,127 shares; 2026Q1: 5,443 shares 5,443 $308K <0.01% +1,316 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 14,200 shares; 2025Q1: 11,450 shares; 2025Q2: not reported; 2025Q3: 9,510 shares; 2025Q4: 8,843 shares; 2026Q1: 10,332 shares 10,332 $308K <0.01% +1,489 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: not reported; 2025Q1: 5,203 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,206 shares; 2026Q1: 9,394 shares 9,394 $308K <0.01% +2,188 Timeline QFLR 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: 9,839 shares; 2025Q4: 9,839 shares; 2026Q1: 9,236 shares 9,236 $308K <0.01% -603 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,698 shares; 2025Q1: 5,811 shares; 2025Q2: 6,762 shares; 2025Q3: 6,962 shares; 2025Q4: 6,759 shares; 2026Q1: 6,912 shares 6,912 $307K <0.01% +153 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,221 shares; 2025Q2: 6,770 shares; 2025Q3: 10,050 shares; 2025Q4: 18,398 shares; 2026Q1: 26,388 shares 26,388 $307K <0.01% +7,990 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 4,753 shares; 2025Q1: 4,654 shares; 2025Q2: 4,310 shares; 2025Q3: 3,556 shares; 2025Q4: 3,666 shares; 2026Q1: 3,530 shares 3,530 $306K <0.01% -136 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 4,844 shares; 2025Q1: 5,182 shares; 2025Q2: 5,213 shares; 2025Q3: 5,201 shares; 2025Q4: 5,195 shares; 2026Q1: 4,883 shares 4,883 $306K <0.01% -312 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,639 shares 5,639 $305K <0.01% new Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,898 shares; 2025Q4: 11,505 shares; 2026Q1: 18,532 shares 18,532 $305K <0.01% +7,027 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,489 shares 10,489 $305K <0.01% new Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 9,188 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,558 shares; 2025Q4: 8,377 shares; 2026Q1: 7,443 shares 7,443 $304K <0.01% -934 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,384 shares; 2024Q4: 8,384 shares; 2025Q1: 8,384 shares; 2025Q2: 8,384 shares; 2025Q3: 8,384 shares; 2025Q4: 8,384 shares; 2026Q1: 8,384 shares 8,384 $304K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,618 shares 1,618 $304K <0.01% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 16,951 shares; 2025Q1: 17,114 shares; 2025Q2: 17,694 shares; 2025Q3: 18,444 shares; 2025Q4: 18,326 shares; 2026Q1: 16,803 shares 16,803 $304K <0.01% -1,523 Timeline XC 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: 11,719 shares; 2025Q3: 9,674 shares; 2025Q4: 10,003 shares; 2026Q1: 9,737 shares 9,737 $304K <0.01% -266 Timeline GNOV 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: 7,800 shares; 2026Q1: 7,800 shares 7,800 $304K <0.01% 0 Timeline SMOG 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: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,174 shares 2,174 $302K <0.01% +8 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,971 shares; 2024Q4: 21,831 shares; 2025Q1: 21,831 shares; 2025Q2: 24,237 shares; 2025Q3: 24,249 shares; 2025Q4: 25,099 shares; 2026Q1: 27,015 shares 27,015 $301K <0.01% +1,916 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: 27,418 shares 27,418 $301K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,026 shares; 2025Q3: 6,419 shares; 2025Q4: 5,974 shares; 2026Q1: 5,621 shares 5,621 $300K <0.01% -353 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: 16,748 shares; 2025Q1: 17,740 shares; 2025Q2: 20,334 shares; 2025Q3: 21,937 shares; 2025Q4: 22,534 shares; 2026Q1: 20,097 shares 20,097 $300K <0.01% -2,437 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,384 shares; 2024Q4: 9,247 shares; 2025Q1: 8,719 shares; 2025Q2: 9,500 shares; 2025Q3: 8,587 shares; 2025Q4: 8,607 shares; 2026Q1: 8,694 shares 8,694 $300K <0.01% +87 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,763 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,966 shares 5,966 $299K <0.01% new Timeline VGLT 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: 5,544 shares; 2024Q4: 6,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,457 shares; 2025Q4: 5,314 shares; 2026Q1: 5,388 shares 5,388 $298K <0.01% +74 Timeline NVDY 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: 10,725 shares; 2025Q1: 11,912 shares; 2025Q2: 12,058 shares; 2025Q3: 18,135 shares; 2025Q4: 22,906 shares; 2026Q1: 22,972 shares 22,972 $298K <0.01% +66 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 813 shares; 2025Q1: 794 shares; 2025Q2: 847 shares; 2025Q3: not reported; 2025Q4: 1,616 shares; 2026Q1: 1,879 shares 1,879 $298K <0.01% +263 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 6,487 shares; 2025Q1: 6,096 shares; 2025Q2: 6,050 shares; 2025Q3: 9,358 shares; 2025Q4: not reported; 2026Q1: 5,252 shares 5,252 $297K <0.01% new Timeline EEMS 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: 4,260 shares 4,260 $295K <0.01% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 11,118 shares; 2026Q1: 23,771 shares 23,771 $295K <0.01% +12,653 Timeline KDEC 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: 11,450 shares; 2026Q1: 11,450 shares 11,450 $294K <0.01% 0 Timeline FJUL 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: 3,751 shares; 2025Q4: 4,019 shares; 2026Q1: 5,339 shares 5,339 $292K <0.01% +1,320 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,092 shares; 2025Q1: 3,050 shares; 2025Q2: 3,681 shares; 2025Q3: 4,990 shares; 2025Q4: 4,981 shares; 2026Q1: 4,937 shares 4,937 $292K <0.01% -44 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,422 shares; 2024Q4: 26,626 shares; 2025Q1: 26,299 shares; 2025Q2: 17,351 shares; 2025Q3: 26,073 shares; 2025Q4: 26,130 shares; 2026Q1: 26,268 shares 26,268 $292K <0.01% +138 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,221 shares; 2026Q1: 4,542 shares 4,542 $290K <0.01% +1,321 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,356 shares 4,356 $290K <0.01% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,199 shares; 2024Q4: 280,086 shares; 2025Q1: 452,282 shares; 2025Q2: 74,943 shares; 2025Q3: 185,930 shares; 2025Q4: 68,291 shares; 2026Q1: 35,473 shares 35,473 $289K <0.01% -32,818 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY 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: 68,922 shares; 2025Q4: 62,222 shares; 2026Q1: 94,170 shares 94,170 $289K <0.01% +31,948 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI 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: not reported; 2026Q1: 8,678 shares 8,678 $289K <0.01% new Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares 3,340 $288K <0.01% 0 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,143 shares; 2025Q2: 36,260 shares; 2025Q3: 18,304 shares; 2025Q4: 23,473 shares; 2026Q1: 28,231 shares 28,231 $288K <0.01% +4,758 Timeline IMST BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 27,985 shares 27,985 $287K <0.01% new Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,905 shares 11,905 $287K <0.01% new Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 3,413 shares; 2025Q4: 3,407 shares; 2026Q1: 1,970 shares 1,970 $287K <0.01% -1,437 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,682 shares 14,682 $287K <0.01% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,721 shares; 2025Q3: 4,633 shares; 2025Q4: 5,072 shares; 2026Q1: 5,062 shares 5,062 $287K <0.01% -10 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,426 shares; 2025Q1: 1,482 shares; 2025Q2: 1,473 shares; 2025Q3: 1,405 shares; 2025Q4: 1,381 shares; 2026Q1: 1,406 shares 1,406 $287K <0.01% +25 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,252 shares 45,252 $286K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: 5,884 shares; 2025Q4: 7,110 shares; 2026Q1: 1,512 shares 1,512 $285K <0.01% -5,598 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 618 shares; 2025Q4: not reported; 2026Q1: 361 shares 361 $285K <0.01% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 6,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,663 shares; 2025Q4: 10,863 shares; 2026Q1: 6,691 shares 6,691 $285K <0.01% -4,172 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,482 shares; 2025Q1: 4,150 shares; 2025Q2: 4,163 shares; 2025Q3: 4,220 shares; 2025Q4: 4,176 shares; 2026Q1: 4,176 shares 4,176 $284K <0.01% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,561 shares; 2025Q1: 5,203 shares; 2025Q2: 5,948 shares; 2025Q3: not reported; 2025Q4: 8,029 shares; 2026Q1: 5,635 shares 5,635 $284K <0.01% -2,394 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly 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: 9,079 shares 9,079 $283K <0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,999 shares; 2024Q4: 20,033 shares; 2025Q1: 20,052 shares; 2025Q2: 19,580 shares; 2025Q3: 20,599 shares; 2025Q4: 20,887 shares; 2026Q1: 31,438 shares 31,438 $283K <0.01% +10,551 Timeline IBTQ 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: 11,150 shares; 2026Q1: 11,150 shares 11,150 $282K <0.01% 0 Timeline PSCM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,848 shares 2,848 $282K <0.01% new Timeline SMOT 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: 9,043 shares; 2024Q4: 8,629 shares; 2025Q1: 7,780 shares; 2025Q2: 8,084 shares; 2025Q3: 8,262 shares; 2025Q4: 8,280 shares; 2026Q1: 7,997 shares 7,997 $281K <0.01% -283 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS 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: 4,775 shares; 2025Q3: 5,450 shares; 2025Q4: 5,250 shares; 2026Q1: 4,950 shares 4,950 $281K <0.01% -300 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 3,630 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: 4,215 shares; 2026Q1: 5,155 shares 5,155 $281K <0.01% +940 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,235 shares; 2024Q4: 31,235 shares; 2025Q1: 30,215 shares; 2025Q2: 30,215 shares; 2025Q3: 30,215 shares; 2025Q4: 25,690 shares; 2026Q1: 25,690 shares 25,690 $281K <0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,907 shares; 2024Q4: 7,000 shares; 2025Q1: 8,974 shares; 2025Q2: 4,600 shares; 2025Q3: 5,894 shares; 2025Q4: 4,809 shares; 2026Q1: 7,268 shares 7,268 $281K <0.01% +2,459 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,422 shares; 2024Q4: 48,825 shares; 2025Q1: 48,825 shares; 2025Q2: 47,907 shares; 2025Q3: 47,956 shares; 2025Q4: 48,026 shares; 2026Q1: 48,062 shares 48,062 $280K <0.01% +36 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,127 shares; 2024Q4: 12,053 shares; 2025Q1: 11,750 shares; 2025Q2: 11,500 shares; 2025Q3: 12,357 shares; 2025Q4: 10,638 shares; 2026Q1: 12,807 shares 12,807 $280K <0.01% +2,169 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 2,072 shares 2,072 $279K <0.01% new Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 4,583 shares; 2026Q1: 5,083 shares 5,083 $279K <0.01% +500 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,785 shares; 2025Q4: 3,041 shares; 2026Q1: 2,809 shares 2,809 $278K <0.01% -232 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,759 shares; 2025Q4: 5,787 shares; 2026Q1: 5,903 shares 5,903 $278K <0.01% +116 Timeline FTXH FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,376 shares; 2026Q1: 8,076 shares 8,076 $277K <0.01% -3,300 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,567 shares; 2024Q4: 127,182 shares; 2025Q1: 74,426 shares; 2025Q2: 28,414 shares; 2025Q3: 27,448 shares; 2025Q4: 27,292 shares; 2026Q1: 9,187 shares 9,187 $277K <0.01% -18,105 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,273 shares; 2024Q4: 10,750 shares; 2025Q1: 12,129 shares; 2025Q2: 10,223 shares; 2025Q3: 9,999 shares; 2025Q4: 10,002 shares; 2026Q1: 6,025 shares 6,025 $277K <0.01% -3,977 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,065 shares; 2025Q1: 53,575 shares; 2025Q2: 48,635 shares; 2025Q3: 45,895 shares; 2025Q4: 38,482 shares; 2026Q1: 2,978 shares 2,978 $277K <0.01% -35,504 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES 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: 9,509 shares; 2025Q4: 9,350 shares; 2026Q1: 8,935 shares 8,935 $277K <0.01% -415 Timeline SEPI SCM TRUST More: the full row for SCM 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: 11,054 shares 11,054 $277K <0.01% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,063 shares 5,063 $277K <0.01% new Timeline POCT 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: 6,409 shares; 2026Q1: 6,409 shares 6,409 $276K <0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,346 shares; 2024Q4: 32,637 shares; 2025Q1: 40,213 shares; 2025Q2: 19,514 shares; 2025Q3: 21,484 shares; 2025Q4: 30,049 shares; 2026Q1: 21,809 shares 21,809 $276K <0.01% -8,240 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,534 shares 6,534 $276K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 11,394 shares; 2025Q1: 15,710 shares; 2025Q2: 15,359 shares; 2025Q3: 5,916 shares; 2025Q4: 5,551 shares; 2026Q1: 5,641 shares 5,641 $275K <0.01% +90 Timeline FEMB 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: 47,338 shares; 2024Q4: 10,711 shares; 2025Q1: 10,865 shares; 2025Q2: 10,006 shares; 2025Q3: 9,039 shares; 2025Q4: 9,414 shares; 2026Q1: 9,557 shares 9,557 $275K <0.01% +143 Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 8,651 shares; 2025Q1: 5,153 shares; 2025Q2: 5,496 shares; 2025Q3: 6,169 shares; 2025Q4: 5,914 shares; 2026Q1: 5,838 shares 5,838 $274K <0.01% -76 Timeline FSGS 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: 6,958 shares; 2024Q4: 7,433 shares; 2025Q1: 7,433 shares; 2025Q2: 6,958 shares; 2025Q3: 6,960 shares; 2025Q4: 9,395 shares; 2026Q1: 9,396 shares 9,396 $274K <0.01% +1 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,818 shares; 2025Q1: 11,741 shares; 2025Q2: 14,441 shares; 2025Q3: 5,441 shares; 2025Q4: not reported; 2026Q1: 5,367 shares 5,367 $274K <0.01% new Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,834 shares 3,834 $274K <0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,763 shares; 2024Q4: 44,869 shares; 2025Q1: 46,939 shares; 2025Q2: 12,291 shares; 2025Q3: 14,266 shares; 2025Q4: 14,244 shares; 2026Q1: 7,300 shares 7,300 $273K <0.01% -6,944 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,807 shares 10,807 $273K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,279 shares; 2024Q4: 7,019 shares; 2025Q1: 5,036 shares; 2025Q2: 4,258 shares; 2025Q3: 4,183 shares; 2025Q4: 4,132 shares; 2026Q1: 5,101 shares 5,101 $273K <0.01% +969 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,896 shares; 2025Q1: 9,448 shares; 2025Q2: 9,644 shares; 2025Q3: 9,026 shares; 2025Q4: not reported; 2026Q1: 7,331 shares 7,331 $273K <0.01% new Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,516 shares 3,516 $273K <0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,459 shares; 2025Q1: 10,715 shares; 2025Q2: 29,691 shares; 2025Q3: 26,521 shares; 2025Q4: 24,120 shares; 2026Q1: 7,401 shares 7,401 $272K <0.01% -16,719 Timeline IOCT 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: 7,761 shares; 2026Q1: 7,761 shares 7,761 $272K <0.01% 0 Timeline BBCP CONCRETE PUMPING HLDGS INC More: the full row for CONCRETE PUMPING 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: not reported; 2025Q4: not reported; 2026Q1: 38,060 shares 38,060 $272K <0.01% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,697 shares; 2024Q4: 74,195 shares; 2025Q1: 72,522 shares; 2025Q2: 53,353 shares; 2025Q3: 45,263 shares; 2025Q4: 22,804 shares; 2026Q1: 22,816 shares 22,816 $272K <0.01% +12 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,522 shares; 2024Q4: 17,032 shares; 2025Q1: 17,041 shares; 2025Q2: 18,049 shares; 2025Q3: 22,458 shares; 2025Q4: 22,217 shares; 2026Q1: 21,520 shares 21,520 $271K <0.01% -697 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,594 shares; 2024Q4: 41,702 shares; 2025Q1: 52,341 shares; 2025Q2: 44,893 shares; 2025Q3: 36,394 shares; 2025Q4: 37,034 shares; 2026Q1: 30,434 shares 30,434 $270K <0.01% -6,600 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA 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: 3,239 shares; 2026Q1: 3,239 shares 3,239 $270K <0.01% 0 Timeline DGS 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: 36,318 shares; 2024Q4: 38,059 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,688 shares; 2025Q4: 3,703 shares; 2026Q1: 4,481 shares 4,481 $269K <0.01% +778 Timeline SPXL 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: 1,447 shares; 2024Q4: 1,498 shares; 2025Q1: 1,500 shares; 2025Q2: 1,502 shares; 2025Q3: 1,453 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares 1,454 $269K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 6,526 shares; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,234 shares; 2025Q4: 7,502 shares; 2026Q1: 8,251 shares 8,251 $268K <0.01% +749 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,925 shares; 2024Q4: 23,000 shares; 2025Q1: 19,179 shares; 2025Q2: 15,823 shares; 2025Q3: 15,600 shares; 2025Q4: 14,615 shares; 2026Q1: 11,905 shares 11,905 $268K <0.01% -2,710 Timeline FDLO 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: 7,015 shares; 2024Q4: 5,786 shares; 2025Q1: 5,994 shares; 2025Q2: 5,014 shares; 2025Q3: 4,688 shares; 2025Q4: 4,720 shares; 2026Q1: 4,152 shares 4,152 $268K <0.01% -568 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: 12,370 shares 12,370 $268K <0.01% new Timeline MYCL 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: not reported; 2026Q1: 10,812 shares 10,812 $268K <0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,256 shares; 2026Q1: 5,946 shares 5,946 $268K <0.01% +690 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,691 shares; 2024Q4: 20,868 shares; 2025Q1: 19,431 shares; 2025Q2: 19,532 shares; 2025Q3: 19,898 shares; 2025Q4: 20,288 shares; 2026Q1: 19,195 shares 19,195 $267K <0.01% -1,093 Timeline MYCO 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: not reported; 2026Q1: 10,880 shares 10,880 $267K <0.01% new Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,660 shares 10,660 $267K <0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,399 shares; 2024Q4: 15,955 shares; 2025Q1: 24,527 shares; 2025Q2: 14,413 shares; 2025Q3: 25,522 shares; 2025Q4: 12,868 shares; 2026Q1: 12,497 shares 12,497 $266K <0.01% -371 Timeline IMCB 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: 7,025 shares; 2024Q4: 2,632 shares; 2025Q1: 2,760 shares; 2025Q2: 2,893 shares; 2025Q3: 2,895 shares; 2025Q4: 2,899 shares; 2026Q1: 3,192 shares 3,192 $266K <0.01% +293 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,270 shares 6,270 $266K <0.01% new Timeline XMPT 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: 9,748 shares; 2024Q4: 9,877 shares; 2025Q1: 11,894 shares; 2025Q2: 12,546 shares; 2025Q3: 12,065 shares; 2025Q4: 12,264 shares; 2026Q1: 12,364 shares 12,364 $266K <0.01% +100 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,178 shares; 2025Q4: 3,608 shares; 2026Q1: 3,927 shares 3,927 $266K <0.01% +319 Timeline FTMN 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: 29,812 shares; 2026Q1: 30,408 shares 30,408 $265K <0.01% +596 Timeline FHLC 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: 17,421 shares; 2024Q4: 16,946 shares; 2025Q1: 19,957 shares; 2025Q2: 7,305 shares; 2025Q3: 4,336 shares; 2025Q4: 4,031 shares; 2026Q1: 3,763 shares 3,763 $265K <0.01% -268 Timeline FUTY 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: 37,931 shares; 2024Q4: 22,739 shares; 2025Q1: 22,166 shares; 2025Q2: 12,400 shares; 2025Q3: not reported; 2025Q4: 4,493 shares; 2026Q1: 4,480 shares 4,480 $265K <0.01% -13 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,221 shares 6,221 $264K <0.01% new Timeline KOCT 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: 7,770 shares; 2026Q1: 7,770 shares 7,770 $264K <0.01% 0 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,332 shares 5,332 $263K <0.01% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,316 shares; 2025Q1: 2,759 shares; 2025Q2: 3,037 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,434 shares 4,434 $263K <0.01% new Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,511 shares; 2024Q4: 21,992 shares; 2025Q1: 22,550 shares; 2025Q2: 26,794 shares; 2025Q3: 44,683 shares; 2025Q4: 46,669 shares; 2026Q1: 32,243 shares 32,243 $262K <0.01% -14,426 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 1,196 shares; 2025Q1: not reported; 2025Q2: 2,013 shares; 2025Q3: 1,863 shares; 2025Q4: 1,303 shares; 2026Q1: 1,255 shares 1,255 $262K <0.01% -48 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 803 shares; 2025Q1: 781 shares; 2025Q2: 753 shares; 2025Q3: 717 shares; 2025Q4: 712 shares; 2026Q1: 693 shares 693 $262K <0.01% -19 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,805 shares; 2025Q1: 1,749 shares; 2025Q2: 1,727 shares; 2025Q3: 1,688 shares; 2025Q4: 1,698 shares; 2026Q1: 1,689 shares 1,689 $262K <0.01% -9 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,093 shares 3,093 $262K <0.01% new Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,894 shares; 2025Q2: not reported; 2025Q3: 24,350 shares; 2025Q4: 22,550 shares; 2026Q1: 22,550 shares 22,550 $262K <0.01% 0 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,566 shares; 2024Q4: 27,566 shares; 2025Q1: 30,566 shares; 2025Q2: 44,066 shares; 2025Q3: 44,066 shares; 2025Q4: 31,566 shares; 2026Q1: 27,566 shares 27,566 $261K <0.01% -4,000 Timeline DBEU 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: 5,635 shares; 2024Q4: 5,358 shares; 2025Q1: 5,358 shares; 2025Q2: 5,358 shares; 2025Q3: 5,358 shares; 2025Q4: 5,358 shares; 2026Q1: 5,358 shares 5,358 $261K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 1,050 shares; 2025Q4: 1,055 shares; 2026Q1: 1,049 shares 1,049 $261K <0.01% -6 Timeline QDVO 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: 9,770 shares 9,770 $260K <0.01% new Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,820 shares; 2024Q4: 16,713 shares; 2025Q1: 14,762 shares; 2025Q2: 14,789 shares; 2025Q3: 15,440 shares; 2025Q4: 16,425 shares; 2026Q1: 16,571 shares 16,571 $260K <0.01% +146 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,160 shares 5,160 $260K <0.01% new Timeline RWX 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: 34,838 shares; 2024Q4: 24,967 shares; 2025Q1: 17,585 shares; 2025Q2: 14,877 shares; 2025Q3: 13,244 shares; 2025Q4: 11,041 shares; 2026Q1: 9,749 shares 9,749 $260K <0.01% -1,292 Timeline MDLV 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: 14,023 shares; 2024Q4: 12,043 shares; 2025Q1: 12,428 shares; 2025Q2: 12,094 shares; 2025Q3: 15,488 shares; 2025Q4: 10,091 shares; 2026Q1: 8,590 shares 8,590 $259K <0.01% -1,501 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,707 shares; 2024Q4: 14,730 shares; 2025Q1: 14,822 shares; 2025Q2: 14,914 shares; 2025Q3: 14,991 shares; 2025Q4: 15,064 shares; 2026Q1: 15,463 shares 15,463 $259K <0.01% +399 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,705 shares; 2025Q3: 2,766 shares; 2025Q4: 2,790 shares; 2026Q1: 2,749 shares 2,749 $257K <0.01% -41 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,777 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,678 shares; 2025Q4: 5,735 shares; 2026Q1: 5,738 shares 5,738 $257K <0.01% +3 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 4,152 shares; 2025Q1: 2,438 shares; 2025Q2: 2,813 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,194 shares 2,194 $257K <0.01% -299 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 5,186 shares; 2025Q1: 4,989 shares; 2025Q2: 5,001 shares; 2025Q3: 5,028 shares; 2025Q4: 5,151 shares; 2026Q1: 5,186 shares 5,186 $257K <0.01% +35 Timeline DAPR 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: 7,171 shares; 2025Q4: 6,478 shares; 2026Q1: 6,451 shares 6,451 $257K <0.01% -27 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR Quarterly 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: 5,069 shares 5,069 $256K <0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 39,103 shares; 2025Q1: 41,262 shares; 2025Q2: 57,994 shares; 2025Q3: 57,235 shares; 2025Q4: 82,480 shares; 2026Q1: 18,145 shares 18,145 $256K <0.01% -64,335 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,577 shares; 2024Q4: 35,106 shares; 2025Q1: 29,393 shares; 2025Q2: 4,449 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,290 shares 4,290 $255K <0.01% new Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,518 shares; 2025Q4: 2,430 shares; 2026Q1: 2,766 shares 2,766 $255K <0.01% +336 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,858 shares; 2025Q4: 8,080 shares; 2026Q1: 8,863 shares 8,863 $255K <0.01% +783 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,280 shares; 2025Q4: 8,514 shares; 2026Q1: 6,002 shares 6,002 $255K <0.01% -2,512 Timeline MYCJ 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: 8,215 shares; 2026Q1: 10,270 shares 10,270 $255K <0.01% +2,055 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 7,535 shares; 2025Q4: 7,535 shares; 2026Q1: 6,600 shares 6,600 $254K <0.01% -935 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY 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: 5,635 shares 5,635 $254K <0.01% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,030 shares 2,030 $253K <0.01% new Timeline ISPY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,645 shares; 2025Q4: 5,719 shares; 2026Q1: 5,844 shares 5,844 $253K <0.01% +125 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 897 shares; 2025Q1: 887 shares; 2025Q2: 898 shares; 2025Q3: 892 shares; 2025Q4: 880 shares; 2026Q1: 873 shares 873 $253K <0.01% -7 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,962 shares; 2024Q4: 19,051 shares; 2025Q1: 17,626 shares; 2025Q2: 17,509 shares; 2025Q3: 17,509 shares; 2025Q4: 17,536 shares; 2026Q1: 17,301 shares 17,301 $251K <0.01% -235 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 3,610 shares; 2025Q1: 3,611 shares; 2025Q2: 3,168 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: 3,118 shares 3,118 $251K <0.01% 0 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly 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: 9,354 shares 9,354 $251K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,576 shares; 2025Q3: 1,580 shares; 2025Q4: 1,524 shares; 2026Q1: 1,444 shares 1,444 $250K <0.01% -80 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 11,138 shares; 2025Q1: 9,685 shares; 2025Q2: 11,730 shares; 2025Q3: 11,561 shares; 2025Q4: 5,812 shares; 2026Q1: 5,639 shares 5,639 $250K <0.01% -173 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: not reported; 2025Q1: 1,257 shares; 2025Q2: 1,380 shares; 2025Q3: 1,385 shares; 2025Q4: 1,438 shares; 2026Q1: 1,443 shares 1,443 $250K <0.01% +5 Timeline PJAN 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: 4,451 shares; 2026Q1: 5,408 shares 5,408 $249K <0.01% +957 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 17,667 shares; 2026Q1: 15,665 shares 15,665 $249K <0.01% -2,002 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: not reported; 2025Q1: 2,475 shares; 2025Q2: 5,320 shares; 2025Q3: 5,249 shares; 2025Q4: 5,315 shares; 2026Q1: 2,745 shares 2,745 $249K <0.01% -2,570 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,593 shares; 2025Q4: 11,746 shares; 2026Q1: 1,738 shares 1,738 $249K <0.01% -10,008 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,160 shares; 2024Q4: 31,209 shares; 2025Q1: 5,181 shares; 2025Q2: 4,741 shares; 2025Q3: 4,686 shares; 2025Q4: 4,707 shares; 2026Q1: 4,676 shares 4,676 $248K <0.01% -31 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,710 shares; 2024Q4: 29,665 shares; 2025Q1: 29,667 shares; 2025Q2: 28,670 shares; 2025Q3: 28,673 shares; 2025Q4: 28,675 shares; 2026Q1: 28,678 shares 28,678 $248K <0.01% +3 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,373 shares 11,373 $248K <0.01% new Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,296 shares; 2025Q3: 5,282 shares; 2025Q4: 5,576 shares; 2026Q1: 5,809 shares 5,809 $247K <0.01% +233 Timeline BBAG 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: 4,303 shares; 2024Q4: 5,127 shares; 2025Q1: 4,683 shares; 2025Q2: 5,317 shares; 2025Q3: 5,331 shares; 2025Q4: 5,344 shares; 2026Q1: 5,353 shares 5,353 $247K <0.01% +9 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,790 shares 8,790 $247K <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,965 shares; 2025Q3: 1,535 shares; 2025Q4: 1,391 shares; 2026Q1: 1,519 shares 1,519 $247K <0.01% +128 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 10,239 shares; 2025Q1: 16,084 shares; 2025Q2: 20,688 shares; 2025Q3: 20,818 shares; 2025Q4: 21,055 shares; 2026Q1: 25,628 shares 25,628 $246K <0.01% +4,573 Timeline IBHH 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: 10,044 shares; 2025Q3: 10,476 shares; 2025Q4: 10,602 shares; 2026Q1: 10,434 shares 10,434 $245K <0.01% -168 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $245K <0.01% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 947 shares 947 $245K <0.01% new Timeline NVEC NVE CORP More: the full row for NVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,573 shares; 2024Q4: 7,532 shares; 2025Q1: 4,257 shares; 2025Q2: 3,900 shares; 2025Q3: 4,010 shares; 2025Q4: 3,712 shares; 2026Q1: 3,721 shares 3,721 $244K <0.01% +9 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,582 shares; 2025Q4: 31,460 shares; 2026Q1: 30,242 shares 30,242 $243K <0.01% -1,218 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,892 shares; 2024Q4: not reported; 2025Q1: 9,621 shares; 2025Q2: 10,361 shares; 2025Q3: not reported; 2025Q4: 9,272 shares; 2026Q1: 9,251 shares 9,251 $243K <0.01% -21 Timeline NETL 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: 9,798 shares 9,798 $242K <0.01% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,093 shares; 2024Q4: 14,739 shares; 2025Q1: 14,739 shares; 2025Q2: 14,739 shares; 2025Q3: 14,823 shares; 2025Q4: 16,536 shares; 2026Q1: 16,830 shares 16,830 $240K <0.01% +294 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 2,522 shares; 2025Q1: 2,396 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,259 shares; 2026Q1: 1,335 shares 1,335 $240K <0.01% -11,924 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,656 shares; 2024Q4: 10,172 shares; 2025Q1: 10,204 shares; 2025Q2: 10,234 shares; 2025Q3: 10,246 shares; 2025Q4: 10,266 shares; 2026Q1: 11,164 shares 11,164 $239K <0.01% +898 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,270 shares; 2025Q3: 9,270 shares; 2025Q4: 9,270 shares; 2026Q1: 9,270 shares 9,270 $239K <0.01% 0 Timeline FLJP 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: 8,989 shares; 2024Q4: 11,290 shares; 2025Q1: 11,808 shares; 2025Q2: 11,185 shares; 2025Q3: 7,007 shares; 2025Q4: 6,617 shares; 2026Q1: 6,617 shares 6,617 $239K <0.01% 0 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,800 shares 6,800 $239K <0.01% new Timeline NUDM 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: 36,481 shares; 2024Q4: 37,876 shares; 2025Q1: 37,448 shares; 2025Q2: 37,186 shares; 2025Q3: 7,031 shares; 2025Q4: 6,969 shares; 2026Q1: 6,628 shares 6,628 $239K <0.01% -341 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 959 shares; 2026Q1: 874 shares 874 $239K <0.01% -85 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,646 shares 10,646 $239K <0.01% new Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 4,708 shares; 2025Q1: 3,726 shares; 2025Q2: 1,924 shares; 2025Q3: 1,772 shares; 2025Q4: 1,744 shares; 2026Q1: 1,745 shares 1,745 $239K <0.01% +1 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,434 shares; 2024Q4: 26,978 shares; 2025Q1: 27,462 shares; 2025Q2: 27,206 shares; 2025Q3: 27,849 shares; 2025Q4: 27,501 shares; 2026Q1: 30,306 shares 30,306 $239K <0.01% +2,805 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,735 shares; 2025Q1: 2,782 shares; 2025Q2: 2,658 shares; 2025Q3: 2,611 shares; 2025Q4: 2,383 shares; 2026Q1: 2,167 shares 2,167 $239K <0.01% -216 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 1,671 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares 2,546 $238K <0.01% 0 Timeline CNTA CENTESSA PHARMACEUTICALS PLC More: the full row for CENTESSA PHARMACEUTICALS 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: 6,000 shares 6,000 $238K <0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 3,763 shares; 2025Q1: 3,820 shares; 2025Q2: 3,190 shares; 2025Q3: 3,111 shares; 2025Q4: not reported; 2026Q1: 3,538 shares 3,538 $238K <0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 6,459 shares; 2025Q1: not reported; 2025Q2: 3,493 shares; 2025Q3: 3,184 shares; 2025Q4: 2,728 shares; 2026Q1: 2,890 shares 2,890 $238K <0.01% +162 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR 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: 7,365 shares 7,365 $238K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 1,840 shares; 2025Q1: 1,591 shares; 2025Q2: 1,351 shares; 2025Q3: 1,308 shares; 2025Q4: 1,316 shares; 2026Q1: 1,214 shares 1,214 $237K <0.01% -102 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS 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: 7,946 shares; 2025Q4: 12,496 shares; 2026Q1: 13,011 shares 13,011 $237K <0.01% +515 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,324 shares; 2024Q4: 67,413 shares; 2025Q1: 76,455 shares; 2025Q2: 57,593 shares; 2025Q3: 38,303 shares; 2025Q4: 22,302 shares; 2026Q1: 19,194 shares 19,194 $236K <0.01% -3,108 Timeline QXO QXO INC More: the full row for QXO 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: 55,231 shares; 2025Q4: 17,458 shares; 2026Q1: 12,169 shares 12,169 $236K <0.01% -5,289 Timeline HYFI 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: 88,392 shares; 2024Q4: 128,667 shares; 2025Q1: 130,339 shares; 2025Q2: 29,914 shares; 2025Q3: 12,527 shares; 2025Q4: 6,097 shares; 2026Q1: 6,338 shares 6,338 $236K <0.01% +241 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 6,975 shares; 2025Q1: 6,931 shares; 2025Q2: 6,831 shares; 2025Q3: 6,386 shares; 2025Q4: 6,386 shares; 2026Q1: 3,386 shares 3,386 $235K <0.01% -3,000 Timeline DFSE 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: 6,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,445 shares; 2025Q3: 5,466 shares; 2025Q4: 5,525 shares; 2026Q1: 5,544 shares 5,544 $235K <0.01% +19 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 12,446 shares; 2026Q1: 12,446 shares 12,446 $235K <0.01% 0 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: 12,645 shares; 2025Q1: 14,743 shares; 2025Q2: 14,743 shares; 2025Q3: 11,014 shares; 2025Q4: not reported; 2026Q1: 11,463 shares 11,463 $234K <0.01% new Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL 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: 9,350 shares; 2025Q4: 11,011 shares; 2026Q1: 12,268 shares 12,268 $234K <0.01% +1,257 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,714 shares; 2024Q4: 12,331 shares; 2025Q1: 20,349 shares; 2025Q2: 20,367 shares; 2025Q3: 20,387 shares; 2025Q4: 20,308 shares; 2026Q1: 21,731 shares 21,731 $234K <0.01% +1,423 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 4,836 shares; 2025Q1: 5,261 shares; 2025Q2: 5,162 shares; 2025Q3: 5,095 shares; 2025Q4: 1,218 shares; 2026Q1: 1,477 shares 1,477 $233K <0.01% +259 Timeline PXE 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: 44,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,949 shares 5,949 $233K <0.01% new Timeline FAUG 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: 4,143 shares; 2025Q4: not reported; 2026Q1: 4,470 shares 4,470 $231K <0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 4,909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares; 2026Q1: 3,070 shares 3,070 $231K <0.01% +145 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 1,445 shares; 2025Q1: 2,951 shares; 2025Q2: 2,746 shares; 2025Q3: 4,070 shares; 2025Q4: 2,294 shares; 2026Q1: 1,132 shares 1,132 $231K <0.01% -1,162 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR 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: 7,398 shares; 2026Q1: 7,592 shares 7,592 $230K <0.01% +194 Timeline HNI HNI CORP More: the full row for HNI 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: 6,707 shares; 2025Q4: 6,737 shares; 2026Q1: 6,885 shares 6,885 $230K <0.01% +148 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,954 shares; 2024Q4: 15,921 shares; 2025Q1: 17,507 shares; 2025Q2: 19,684 shares; 2025Q3: 20,392 shares; 2025Q4: 13,766 shares; 2026Q1: 9,147 shares 9,147 $229K <0.01% -4,619 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,470 shares 10,470 $227K <0.01% new Timeline ONEV 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: 1,699 shares; 2024Q4: 1,701 shares; 2025Q1: 1,693 shares; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 1,694 shares 1,694 $227K <0.01% 0 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,847 shares 8,847 $227K <0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,209 shares; 2024Q4: 27,698 shares; 2025Q1: 26,135 shares; 2025Q2: 22,907 shares; 2025Q3: 23,428 shares; 2025Q4: 23,561 shares; 2026Q1: 18,491 shares 18,491 $227K <0.01% -5,070 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 22,826 shares; 2026Q1: 8,000 shares 8,000 $227K <0.01% -14,826 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 5,746 shares; 2025Q1: 5,479 shares; 2025Q2: 5,604 shares; 2025Q3: 6,001 shares; 2025Q4: 2,395 shares; 2026Q1: 1,049 shares 1,049 $226K <0.01% -1,346 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly 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: 16,020 shares; 2026Q1: 22,910 shares 22,910 $225K <0.01% +6,890 Timeline FDEC 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: 4,524 shares 4,524 $225K <0.01% new Timeline DFNL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,678 shares; 2026Q1: 5,008 shares 5,008 $225K <0.01% +330 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,894 shares; 2025Q3: 6,017 shares; 2025Q4: 6,167 shares; 2026Q1: 6,364 shares 6,364 $224K <0.01% +197 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly 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: 4,221 shares 4,221 $223K <0.01% new Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,561 shares; 2025Q4: 3,092 shares; 2026Q1: 2,895 shares 2,895 $223K <0.01% -197 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: not reported; 2025Q1: 22,000 shares; 2025Q2: 17,000 shares; 2025Q3: 11,000 shares; 2025Q4: not reported; 2026Q1: 23,182 shares 23,182 $223K <0.01% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG 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: 5,698 shares; 2025Q4: not reported; 2026Q1: 4,108 shares 4,108 $222K <0.01% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,242 shares; 2025Q1: 2,202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,426 shares; 2026Q1: 2,524 shares 2,524 $222K <0.01% +98 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 9,434 shares; 2025Q4: not reported; 2026Q1: 9,806 shares 9,806 $222K <0.01% new Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,654 shares; 2025Q1: 4,678 shares; 2025Q2: 4,539 shares; 2025Q3: 3,547 shares; 2025Q4: 3,548 shares; 2026Q1: 3,352 shares 3,352 $222K <0.01% -196 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,330 shares; 2025Q3: 8,130 shares; 2025Q4: 7,389 shares; 2026Q1: 6,891 shares 6,891 $222K <0.01% -498 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,724 shares; 2024Q4: 13,239 shares; 2025Q1: 13,140 shares; 2025Q2: 13,853 shares; 2025Q3: 9,354 shares; 2025Q4: 1,884 shares; 2026Q1: 1,609 shares 1,609 $221K <0.01% -275 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,654 shares 4,654 $221K <0.01% new Timeline UYG 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $220K <0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 10,962 shares; 2025Q1: 10,991 shares; 2025Q2: 12,499 shares; 2025Q3: 12,833 shares; 2025Q4: 12,868 shares; 2026Q1: 15,367 shares 15,367 $220K <0.01% +2,499 Timeline MEDI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $220K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,080 shares; 2025Q1: 1,959 shares; 2025Q2: 3,069 shares; 2025Q3: 1,557 shares; 2025Q4: 643 shares; 2026Q1: 649 shares 649 $220K <0.01% +6 Timeline GINN 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: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,209 shares 3,209 $219K <0.01% 0 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,811 shares; 2025Q4: 2,828 shares; 2026Q1: 2,837 shares 2,837 $219K <0.01% +9 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 9,349 shares; 2025Q1: 5,557 shares; 2025Q2: 11,476 shares; 2025Q3: 7,969 shares; 2025Q4: 5,932 shares; 2026Q1: 4,764 shares 4,764 $218K <0.01% -1,168 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 5,957 shares; 2025Q1: 5,531 shares; 2025Q2: 5,295 shares; 2025Q3: 5,338 shares; 2025Q4: 5,327 shares; 2026Q1: 3,406 shares 3,406 $218K <0.01% -1,921 Timeline PVI 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: 8,676 shares; 2024Q4: 8,776 shares; 2025Q1: 9,849 shares; 2025Q2: 9,916 shares; 2025Q3: not reported; 2025Q4: 9,373 shares; 2026Q1: 8,764 shares 8,764 $218K <0.01% -609 Timeline QLTA 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: 23,345 shares; 2024Q4: not reported; 2025Q1: 5,732 shares; 2025Q2: 5,746 shares; 2025Q3: 5,715 shares; 2025Q4: not reported; 2026Q1: 4,575 shares 4,575 $218K <0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,174 shares; 2025Q1: 9,084 shares; 2025Q2: 9,918 shares; 2025Q3: 6,680 shares; 2025Q4: 15,220 shares; 2026Q1: 6,461 shares 6,461 $218K <0.01% -8,759 Timeline IBTO 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: 8,920 shares; 2025Q1: 8,920 shares; 2025Q2: 8,920 shares; 2025Q3: 8,920 shares; 2025Q4: 8,920 shares; 2026Q1: 8,920 shares 8,920 $218K <0.01% 0 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,820 shares 7,820 $217K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 3,181 shares; 2025Q1: not reported; 2025Q2: 4,957 shares; 2025Q3: 3,127 shares; 2025Q4: 3,105 shares; 2026Q1: 3,538 shares 3,538 $217K <0.01% +433 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,832 shares; 2025Q4: 8,844 shares; 2026Q1: 9,043 shares 9,043 $217K <0.01% +199 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,249 shares; 2024Q4: 29,205 shares; 2025Q1: 34,472 shares; 2025Q2: 37,648 shares; 2025Q3: 41,019 shares; 2025Q4: 45,429 shares; 2026Q1: 45,135 shares 45,135 $217K <0.01% -294 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,859 shares; 2024Q4: 38,469 shares; 2025Q1: 40,913 shares; 2025Q2: not reported; 2025Q3: 5,543 shares; 2025Q4: 5,656 shares; 2026Q1: 5,340 shares 5,340 $216K <0.01% -316 Timeline BBH 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: 1,875 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $216K <0.01% 0 Timeline PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,829 shares; 2024Q4: 76,948 shares; 2025Q1: 90,081 shares; 2025Q2: 103,905 shares; 2025Q3: 106,816 shares; 2025Q4: 160,918 shares; 2026Q1: 287,097 shares 287,097 $215K <0.01% +126,179 RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,180 shares; 2024Q4: 22,322 shares; 2025Q1: 20,549 shares; 2025Q2: 18,806 shares; 2025Q3: 28,254 shares; 2025Q4: 16,874 shares; 2026Q1: 15,873 shares 15,873 $215K <0.01% -1,001 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,462 shares; 2024Q4: 8,138 shares; 2025Q1: 8,941 shares; 2025Q2: 15,479 shares; 2025Q3: 9,446 shares; 2025Q4: 8,121 shares; 2026Q1: 7,971 shares 7,971 $215K <0.01% -150 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,780 shares; 2025Q2: 7,743 shares; 2025Q3: 5,832 shares; 2025Q4: 4,834 shares; 2026Q1: 4,689 shares 4,689 $215K <0.01% -145 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,481 shares; 2024Q4: 341,280 shares; 2025Q1: 328,581 shares; 2025Q2: 48,581 shares; 2025Q3: 40,581 shares; 2025Q4: 39,581 shares; 2026Q1: 37,581 shares 37,581 $214K <0.01% -2,000 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 769 shares; 2025Q2: 697 shares; 2025Q3: 757 shares; 2025Q4: 838 shares; 2026Q1: 853 shares 853 $213K <0.01% +15 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 5,355 shares 5,355 $213K <0.01% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,526 shares; 2025Q2: not reported; 2025Q3: 19,731 shares; 2025Q4: 20,379 shares; 2026Q1: 31,014 shares 31,014 $212K <0.01% +10,635 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 26,299 shares; 2025Q4: 25,127 shares; 2026Q1: 23,527 shares 23,527 $212K <0.01% -1,600 Timeline BSMT 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: not reported; 2025Q4: not reported; 2026Q1: 9,200 shares 9,200 $212K <0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,016 shares; 2024Q4: 27,033 shares; 2025Q1: 25,318 shares; 2025Q2: 25,318 shares; 2025Q3: 27,191 shares; 2025Q4: 27,376 shares; 2026Q1: 31,876 shares 31,876 $211K <0.01% +4,500 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 35,346 shares; 2025Q4: not reported; 2026Q1: 3,177 shares 3,177 $211K <0.01% new Timeline DEEP 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: 5,772 shares 5,772 $211K <0.01% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 641 shares 641 $210K <0.01% new Timeline SNPE 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: 3,562 shares; 2026Q1: 3,532 shares 3,532 $210K <0.01% -30 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,754 shares; 2024Q4: 14,288 shares; 2025Q1: 17,337 shares; 2025Q2: 17,691 shares; 2025Q3: 9,960 shares; 2025Q4: 6,764 shares; 2026Q1: 5,020 shares 5,020 $209K <0.01% -1,744 Timeline GTEK 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: 5,100 shares; 2026Q1: 5,100 shares 5,100 $209K <0.01% 0 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,940 shares; 2026Q1: 7,927 shares 7,927 $208K <0.01% -13 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,325 shares; 2024Q4: 13,269 shares; 2025Q1: 13,533 shares; 2025Q2: 13,954 shares; 2025Q3: 14,374 shares; 2025Q4: 14,978 shares; 2026Q1: 15,471 shares 15,471 $208K <0.01% +493 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 11,568 shares; 2025Q1: 10,486 shares; 2025Q2: 9,056 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,508 shares 6,508 $208K <0.01% new Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,801 shares; 2024Q4: 15,573 shares; 2025Q1: 15,599 shares; 2025Q2: 15,751 shares; 2025Q3: 15,720 shares; 2025Q4: 14,285 shares; 2026Q1: 14,628 shares 14,628 $208K <0.01% +343 Timeline IDOG 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: not reported; 2026Q1: 4,983 shares 4,983 $208K <0.01% new Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,908 shares; 2024Q4: 4,179 shares; 2025Q1: 3,725 shares; 2025Q2: 3,381 shares; 2025Q3: 3,498 shares; 2025Q4: not reported; 2026Q1: 3,238 shares 3,238 $207K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,371 shares; 2025Q4: 1,313 shares; 2026Q1: 827 shares 827 $207K <0.01% -486 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,327 shares; 2025Q1: not reported; 2025Q2: 1,731 shares; 2025Q3: 1,818 shares; 2025Q4: 1,652 shares; 2026Q1: 1,430 shares 1,430 $207K <0.01% -222 Timeline CTMX CYTOMX THERAPEUTICS INC. More: the full row for CYTOMX THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,179 shares; 2024Q4: 44,002 shares; 2025Q1: 44,002 shares; 2025Q2: 44,002 shares; 2025Q3: 44,002 shares; 2025Q4: 44,002 shares; 2026Q1: 44,002 shares 44,002 $207K <0.01% 0 Timeline IAK 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: 42,402 shares; 2024Q4: 41,307 shares; 2025Q1: 26,252 shares; 2025Q2: 4,461 shares; 2025Q3: 4,654 shares; 2025Q4: 1,833 shares; 2026Q1: 1,612 shares 1,612 $207K <0.01% -221 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 2,855 shares; 2025Q1: 1,955 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,568 shares; 2026Q1: 1,548 shares 1,548 $207K <0.01% -20 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,100 shares 7,100 $207K <0.01% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,296 shares; 2024Q4: 17,474 shares; 2025Q1: 17,097 shares; 2025Q2: not reported; 2025Q3: 4,476 shares; 2025Q4: 4,577 shares; 2026Q1: 3,943 shares 3,943 $206K <0.01% -634 Timeline FTNJ 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: 14,106 shares; 2026Q1: 23,668 shares 23,668 $206K <0.01% +9,562 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly 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: 7,764 shares 7,764 $206K <0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,419 shares; 2024Q4: 31,427 shares; 2025Q1: 44,307 shares; 2025Q2: 78,931 shares; 2025Q3: 53,023 shares; 2025Q4: 57,872 shares; 2026Q1: 66,839 shares 66,839 $205K <0.01% +8,967 Timeline BBEU 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: 3,318 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,771 shares; 2026Q1: 2,833 shares 2,833 $205K <0.01% +62 Timeline DRLL 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: not reported; 2025Q4: not reported; 2026Q1: 5,168 shares 5,168 $204K <0.01% new Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,280 shares 6,280 $204K <0.01% new Timeline LKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,181 shares; 2026Q1: 4,883 shares 4,883 $204K <0.01% -298 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES 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: 3,061 shares; 2025Q4: not reported; 2026Q1: 3,285 shares 3,285 $203K <0.01% new Timeline FTNY 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: not reported; 2026Q1: 25,989 shares 25,989 $203K <0.01% new Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO 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: 6,097 shares 6,097 $202K <0.01% new Timeline ATCL REX ETF TR More: the full row for REX 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: 8,418 shares 8,418 $202K <0.01% new Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,800 shares; 2024Q4: 21,800 shares; 2025Q1: 21,800 shares; 2025Q2: 15,100 shares; 2025Q3: 19,157 shares; 2025Q4: 19,100 shares; 2026Q1: 19,100 shares 19,100 $201K <0.01% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM 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: 5,150 shares 5,150 $200K <0.01% new Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,207 shares; 2024Q4: 26,007 shares; 2025Q1: 26,007 shares; 2025Q2: 26,667 shares; 2025Q3: 26,667 shares; 2025Q4: 24,675 shares; 2026Q1: 24,481 shares 24,481 $198K <0.01% -194 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,951 shares; 2024Q4: 25,417 shares; 2025Q1: 22,958 shares; 2025Q2: 24,099 shares; 2025Q3: 12,134 shares; 2025Q4: 12,107 shares; 2026Q1: 13,154 shares 13,154 $198K <0.01% +1,047 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,503 shares; 2024Q4: 21,666 shares; 2025Q1: 21,570 shares; 2025Q2: 21,868 shares; 2025Q3: 21,018 shares; 2025Q4: 21,947 shares; 2026Q1: 10,728 shares 10,728 $197K <0.01% -11,219 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 20,987 shares; 2025Q1: 20,487 shares; 2025Q2: 20,487 shares; 2025Q3: 20,487 shares; 2025Q4: 14,861 shares; 2026Q1: 12,616 shares 12,616 $197K <0.01% -2,245 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,679 shares; 2025Q1: 11,411 shares; 2025Q2: 14,734 shares; 2025Q3: 15,085 shares; 2025Q4: 13,906 shares; 2026Q1: 11,280 shares 11,280 $197K <0.01% -2,626 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,901 shares; 2025Q2: 21,368 shares; 2025Q3: 22,272 shares; 2025Q4: 23,697 shares; 2026Q1: 26,380 shares 26,380 $192K <0.01% +2,683 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS 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: 39,685 shares 39,685 $190K <0.01% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA 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: 16,736 shares; 2026Q1: 16,317 shares 16,317 $189K <0.01% -419 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,657 shares; 2024Q4: 64,870 shares; 2025Q1: 232,174 shares; 2025Q2: 14,681 shares; 2025Q3: 18,699 shares; 2025Q4: 13,256 shares; 2026Q1: 12,460 shares 12,460 $188K <0.01% -796 Timeline IFLN 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: 122,553 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,451 shares 10,451 $187K <0.01% new Timeline ALTY GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,539 shares; 2026Q1: 15,600 shares 15,600 $187K <0.01% +5,061 Timeline XPL SOLITARIO RESOURCES CORP More: the full row for SOLITARIO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,065 shares; 2024Q4: 21,065 shares; 2025Q1: 21,065 shares; 2025Q2: 228,002 shares; 2025Q3: 228,002 shares; 2025Q4: 228,002 shares; 2026Q1: 228,002 shares 228,002 $187K <0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,937 shares; 2024Q4: 40,684 shares; 2025Q1: 40,684 shares; 2025Q2: 40,277 shares; 2025Q3: 23,962 shares; 2025Q4: 19,767 shares; 2026Q1: 19,767 shares 19,767 $187K <0.01% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 10,119 shares; 2025Q3: 10,308 shares; 2025Q4: 9,453 shares; 2026Q1: 10,108 shares 10,108 $186K <0.01% +655 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 14,777 shares; 2025Q3: 18,344 shares; 2025Q4: 19,007 shares; 2026Q1: 15,957 shares 15,957 $183K <0.01% -3,050 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 13,385 shares; 2025Q1: 18,285 shares; 2025Q2: 18,285 shares; 2025Q3: 17,855 shares; 2025Q4: 17,285 shares; 2026Q1: 17,285 shares 17,285 $182K <0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,680 shares; 2024Q4: 16,403 shares; 2025Q1: 15,798 shares; 2025Q2: 13,184 shares; 2025Q3: 13,184 shares; 2025Q4: 12,700 shares; 2026Q1: 11,700 shares 11,700 $181K <0.01% -1,000 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 10,288 shares; 2025Q1: 10,413 shares; 2025Q2: 12,288 shares; 2025Q3: 12,288 shares; 2025Q4: 15,888 shares; 2026Q1: 19,888 shares 19,888 $180K <0.01% +4,000 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,414 shares; 2025Q1: 15,414 shares; 2025Q2: 15,414 shares; 2025Q3: 18,974 shares; 2025Q4: 29,014 shares; 2026Q1: 40,303 shares 40,303 $180K <0.01% +11,289 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,594 shares; 2024Q4: 62,734 shares; 2025Q1: 81,453 shares; 2025Q2: 77,539 shares; 2025Q3: 86,429 shares; 2025Q4: 72,932 shares; 2026Q1: 78,677 shares 78,677 $178K <0.01% +5,745 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 11,600 shares; 2025Q1: 13,190 shares; 2025Q2: 14,050 shares; 2025Q3: 13,699 shares; 2025Q4: 13,448 shares; 2026Q1: 13,448 shares 13,448 $173K <0.01% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 13,427 shares 13,427 $171K <0.01% new Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,553 shares; 2025Q4: 13,678 shares; 2026Q1: 22,035 shares 22,035 $169K <0.01% +8,357 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,821 shares; 2024Q4: 15,716 shares; 2025Q1: 13,570 shares; 2025Q2: 18,570 shares; 2025Q3: 18,570 shares; 2025Q4: 18,570 shares; 2026Q1: 18,570 shares 18,570 $167K <0.01% 0 Timeline WVE WAVE LIFE SCIENCES LTD More: the full row for WAVE LIFE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,100 shares 22,100 $160K <0.01% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,664 shares; 2024Q4: 22,749 shares; 2025Q1: 16,513 shares; 2025Q2: 16,602 shares; 2025Q3: 17,195 shares; 2025Q4: 16,063 shares; 2026Q1: 15,680 shares 15,680 $158K <0.01% -383 Timeline BAK BRASKEM SA More: the full row for BRASKEM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,830 shares 42,830 $157K <0.01% new Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,184 shares; 2025Q3: 12,539 shares; 2025Q4: 12,604 shares; 2026Q1: 12,637 shares 12,637 $155K <0.01% +33 Timeline SJB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $155K <0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,006 shares; 2024Q4: 12,878 shares; 2025Q1: 13,009 shares; 2025Q2: 14,121 shares; 2025Q3: 14,121 shares; 2025Q4: 14,121 shares; 2026Q1: 14,001 shares 14,001 $154K <0.01% -120 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,058 shares 18,058 $152K <0.01% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,452 shares; 2025Q1: 10,602 shares; 2025Q2: 10,602 shares; 2025Q3: 11,086 shares; 2025Q4: 10,536 shares; 2026Q1: 10,706 shares 10,706 $151K <0.01% +170 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,298 shares; 2024Q4: 18,686 shares; 2025Q1: 15,007 shares; 2025Q2: 15,312 shares; 2025Q3: not reported; 2025Q4: 10,128 shares; 2026Q1: 10,287 shares 10,287 $151K <0.01% +159 Timeline REKR REKOR SYSTEMS INC More: the full row for REKOR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,393 shares; 2024Q4: 136,670 shares; 2025Q1: 112,930 shares; 2025Q2: 164,910 shares; 2025Q3: 104,905 shares; 2025Q4: 206,939 shares; 2026Q1: 176,980 shares 176,980 $145K <0.01% -29,959 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,374 shares; 2024Q4: 12,279 shares; 2025Q1: 11,716 shares; 2025Q2: 11,888 shares; 2025Q3: 14,121 shares; 2025Q4: 13,898 shares; 2026Q1: 11,687 shares 11,687 $144K <0.01% -2,211 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,234 shares; 2024Q4: 13,447 shares; 2025Q1: 13,342 shares; 2025Q2: 13,434 shares; 2025Q3: 13,523 shares; 2025Q4: 13,618 shares; 2026Q1: 13,717 shares 13,717 $139K <0.01% +99 Timeline AIRO AIRO GROUP HLDGS INC More: the full row for AIRO GROUP 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: not reported; 2025Q4: not reported; 2026Q1: 18,300 shares 18,300 $139K <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,971 shares; 2024Q4: 24,986 shares; 2025Q1: 13,654 shares; 2025Q2: 14,082 shares; 2025Q3: 15,256 shares; 2025Q4: 14,150 shares; 2026Q1: 14,930 shares 14,930 $139K <0.01% +780 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,894 shares; 2024Q4: 64,684 shares; 2025Q1: 48,174 shares; 2025Q2: 47,222 shares; 2025Q3: 45,023 shares; 2025Q4: 32,362 shares; 2026Q1: 30,112 shares 30,112 $139K <0.01% -2,250 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,849 shares; 2025Q1: 12,156 shares; 2025Q2: 12,592 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,195 shares 10,195 $138K <0.01% new Timeline TAL TAL ED GROUP More: the full row for TAL ED GROUP Quarterly 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: 12,089 shares 12,089 $137K <0.01% new Timeline