SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,532 shares; 2025Q2: 32,881 shares; 2025Q3: 280,679 shares; 2025Q4: 104,848 shares; 2026Q1: 52,512 shares 52,512 $1.18M 0.02% -52,336 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 5,211 shares; 2026Q1: 5,933 shares 5,933 $1.18M 0.02% +722 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 15,029 shares; 2025Q1: 14,265 shares; 2025Q2: 19,005 shares; 2025Q3: 19,027 shares; 2025Q4: 21,089 shares; 2026Q1: 21,679 shares 21,679 $1.17M 0.02% +590 Timeline MBS 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: 11,410 shares; 2024Q4: 48,319 shares; 2025Q1: 72,959 shares; 2025Q2: 104,175 shares; 2025Q3: 117,937 shares; 2025Q4: 129,079 shares; 2026Q1: 135,472 shares 135,472 $1.17M 0.02% +6,393 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,502 shares; 2025Q1: 4,735 shares; 2025Q2: 2,762 shares; 2025Q3: 2,122 shares; 2025Q4: 1,788 shares; 2026Q1: 2,381 shares 2,381 $1.17M 0.02% +593 Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,341 shares; 2025Q3: 28,373 shares; 2025Q4: 30,738 shares; 2026Q1: 31,201 shares 31,201 $1.15M 0.02% +463 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,161 shares; 2025Q4: 35,161 shares; 2026Q1: 24,300 shares 24,300 $1.14M 0.02% -10,861 Timeline IGOV 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: 130,571 shares; 2025Q3: 68,468 shares; 2025Q4: 77,953 shares; 2026Q1: 27,802 shares 27,802 $1.14M 0.02% -50,151 Timeline MNZL 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: 22,661 shares 22,661 $1.14M 0.02% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,402 shares; 2026Q1: 25,870 shares 25,870 $1.14M 0.02% +468 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,795 shares; 2026Q1: 21,271 shares 21,271 $1.12M 0.02% -1,524 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,251 shares; 2025Q1: 2,216 shares; 2025Q2: 2,558 shares; 2025Q3: 2,563 shares; 2025Q4: 2,559 shares; 2026Q1: 5,503 shares 5,503 $1.12M 0.02% +2,944 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,313 shares; 2026Q1: 22,067 shares 22,067 $1.11M 0.02% +5,754 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,555 shares; 2024Q4: 21,689 shares; 2025Q1: 22,805 shares; 2025Q2: 20,308 shares; 2025Q3: 18,936 shares; 2025Q4: 18,614 shares; 2026Q1: 18,376 shares 18,376 $1.11M 0.02% -238 Timeline EALT 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: 35,572 shares; 2025Q2: 34,163 shares; 2025Q3: 33,234 shares; 2025Q4: 33,173 shares; 2026Q1: 33,000 shares 33,000 $1.11M 0.02% -173 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 6,507 shares; 2025Q1: 6,533 shares; 2025Q2: 7,778 shares; 2025Q3: 6,715 shares; 2025Q4: 11,960 shares; 2026Q1: 14,266 shares 14,266 $1.1M 0.02% +2,306 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,268 shares; 2025Q1: 6,449 shares; 2025Q2: 9,098 shares; 2025Q3: 6,355 shares; 2025Q4: 6,814 shares; 2026Q1: 6,672 shares 6,672 $1.1M 0.02% -142 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,193 shares; 2024Q4: 109,165 shares; 2025Q1: 61,605 shares; 2025Q2: 84,695 shares; 2025Q3: 101,185 shares; 2025Q4: 111,469 shares; 2026Q1: 107,357 shares 107,357 $1.09M 0.02% -4,112 Timeline NTRL 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: 16,014 shares; 2025Q3: 24,668 shares; 2025Q4: 29,907 shares; 2026Q1: 52,285 shares 52,285 $1.08M 0.02% +22,378 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,016 shares; 2024Q4: 14,241 shares; 2025Q1: 20,595 shares; 2025Q2: 20,388 shares; 2025Q3: 20,724 shares; 2025Q4: 21,099 shares; 2026Q1: 26,920 shares 26,920 $1.08M 0.02% +5,821 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,510 shares; 2024Q4: 42,119 shares; 2025Q1: 43,640 shares; 2025Q2: 68,064 shares; 2025Q3: 55,090 shares; 2025Q4: 52,751 shares; 2026Q1: 55,909 shares 55,909 $1.08M 0.02% +3,158 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 8,735 shares; 2025Q1: 9,746 shares; 2025Q2: 10,292 shares; 2025Q3: 10,747 shares; 2025Q4: 44,030 shares; 2026Q1: 20,346 shares 20,346 $1.07M 0.02% -23,684 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 6,916 shares; 2025Q1: 5,805 shares; 2025Q2: 7,342 shares; 2025Q3: 6,197 shares; 2025Q4: 5,857 shares; 2026Q1: 5,096 shares 5,096 $1.07M 0.02% -761 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 11,051 shares; 2025Q1: 10,590 shares; 2025Q2: 10,857 shares; 2025Q3: 11,087 shares; 2025Q4: 10,102 shares; 2026Q1: 9,804 shares 9,804 $1.07M 0.02% -298 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 804 shares; 2025Q3: 837 shares; 2025Q4: 2,509 shares; 2026Q1: 2,969 shares 2,969 $1.07M 0.02% +460 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,705 shares; 2025Q1: 6,296 shares; 2025Q2: 2,366 shares; 2025Q3: 1,589 shares; 2025Q4: 6,469 shares; 2026Q1: 8,803 shares 8,803 $1.06M 0.02% +2,334 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is 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: 1,376 shares 1,376 $1.06M 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 8,414 shares; 2025Q1: 8,629 shares; 2025Q2: 8,853 shares; 2025Q3: 8,498 shares; 2025Q4: 8,033 shares; 2026Q1: 7,816 shares 7,816 $1.06M 0.02% -217 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 11,074 shares; 2025Q1: 14,003 shares; 2025Q2: 7,890 shares; 2025Q3: 7,629 shares; 2025Q4: 24,780 shares; 2026Q1: 15,320 shares 15,320 $1.05M 0.02% -9,460 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: 63,964 shares; 2024Q4: 23,306 shares; 2025Q1: 33,148 shares; 2025Q2: 24,915 shares; 2025Q3: 24,464 shares; 2025Q4: 23,706 shares; 2026Q1: 22,868 shares 22,868 $1.05M 0.02% -838 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 49,635 shares; 2025Q1: 25,172 shares; 2025Q2: 19,979 shares; 2025Q3: 19,728 shares; 2025Q4: 17,861 shares; 2026Q1: 40,667 shares 40,667 $1.04M 0.02% +22,806 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,127 shares; 2024Q4: 495,388 shares; 2025Q1: 495,444 shares; 2025Q2: 481,959 shares; 2025Q3: 309,589 shares; 2025Q4: 180,783 shares; 2026Q1: 287,063 shares 287,063 $1.04M 0.02% +106,280 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,022 shares; 2026Q1: 14,953 shares 14,953 $1.03M 0.02% -13,069 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,661 shares; 2025Q2: 30,033 shares; 2025Q3: 30,110 shares; 2025Q4: 29,887 shares; 2026Q1: 29,248 shares 29,248 $1.03M 0.02% -639 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,675 shares; 2024Q4: 18,069 shares; 2025Q1: 10,514 shares; 2025Q2: 5,263 shares; 2025Q3: 3,873 shares; 2025Q4: 3,989 shares; 2026Q1: 10,791 shares 10,791 $1.02M 0.02% +6,802 Timeline VMBS 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: 30,026 shares; 2024Q4: 31,663 shares; 2025Q1: 13,975 shares; 2025Q2: 20,396 shares; 2025Q3: 18,688 shares; 2025Q4: 22,592 shares; 2026Q1: 21,809 shares 21,809 $1.02M 0.02% -783 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,431 shares; 2024Q4: 95,397 shares; 2025Q1: 149,203 shares; 2025Q2: 158,831 shares; 2025Q3: 35,427 shares; 2025Q4: 32,181 shares; 2026Q1: 53,801 shares 53,801 $1.02M 0.02% +21,620 Timeline SPHD 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: 20,589 shares 20,589 $1.02M 0.02% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 7,713 shares; 2025Q1: 8,021 shares; 2025Q2: 8,115 shares; 2025Q3: 8,191 shares; 2025Q4: 8,488 shares; 2026Q1: 8,363 shares 8,363 $1.01M 0.02% -125 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,863 shares 1,863 $1.01M 0.02% new Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,062 shares; 2024Q4: 18,472 shares; 2025Q1: 19,050 shares; 2025Q2: 21,096 shares; 2025Q3: 21,491 shares; 2025Q4: 23,428 shares; 2026Q1: 24,845 shares 24,845 $1M 0.02% +1,417 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,714 shares; 2024Q4: 53,653 shares; 2025Q1: 53,463 shares; 2025Q2: 50,890 shares; 2025Q3: 50,350 shares; 2025Q4: 47,747 shares; 2026Q1: 38,106 shares 38,106 $995K 0.02% -9,641 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,495 shares; 2025Q1: 5,078 shares; 2025Q2: 5,152 shares; 2025Q3: 5,132 shares; 2025Q4: 3,914 shares; 2026Q1: 3,823 shares 3,823 $995K 0.02% -91 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 19,863 shares; 2025Q1: 26,420 shares; 2025Q2: 27,105 shares; 2025Q3: 24,659 shares; 2025Q4: 24,522 shares; 2026Q1: 29,171 shares 29,171 $993K 0.02% +4,649 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,704 shares; 2025Q3: 6,862 shares; 2025Q4: 6,812 shares; 2026Q1: 7,690 shares 7,690 $987K 0.02% +878 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,268 shares 17,268 $979K 0.02% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,068 shares; 2025Q3: 41,097 shares; 2025Q4: 26,907 shares; 2026Q1: 27,585 shares 27,585 $979K 0.02% +678 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,881 shares; 2025Q3: 31,451 shares; 2025Q4: 28,303 shares; 2026Q1: 29,419 shares 29,419 $977K 0.02% +1,116 Timeline BOXX 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: 6,901 shares; 2024Q4: 9,463 shares; 2025Q1: 9,407 shares; 2025Q2: 9,959 shares; 2025Q3: 9,293 shares; 2025Q4: 8,600 shares; 2026Q1: 8,302 shares 8,302 $965K 0.02% -298 Timeline SMH 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: 1,267 shares; 2025Q1: 1,329 shares; 2025Q2: 1,509 shares; 2025Q3: 1,818 shares; 2025Q4: 1,807 shares; 2026Q1: 2,512 shares 2,512 $963K 0.02% +705 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,980 shares; 2025Q1: 3,055 shares; 2025Q2: 3,423 shares; 2025Q3: 3,524 shares; 2025Q4: 3,305 shares; 2026Q1: 4,540 shares 4,540 $959K 0.02% +1,235 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,731 shares; 2024Q4: 20,679 shares; 2025Q1: 20,675 shares; 2025Q2: 20,398 shares; 2025Q3: 20,717 shares; 2025Q4: 20,816 shares; 2026Q1: 20,835 shares 20,835 $954K 0.02% +19 Timeline IUSV 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: 4,917 shares; 2024Q4: 3,294 shares; 2025Q1: 3,359 shares; 2025Q2: 3,651 shares; 2025Q3: 3,487 shares; 2025Q4: 3,488 shares; 2026Q1: 9,303 shares 9,303 $951K 0.02% +5,815 Timeline PAUG 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: 64,794 shares; 2024Q4: 36,465 shares; 2025Q1: 40,975 shares; 2025Q2: 30,996 shares; 2025Q3: 29,845 shares; 2025Q4: 29,497 shares; 2026Q1: 22,255 shares 22,255 $951K 0.02% -7,242 Timeline ACWI 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: 4,443 shares; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 7,091 shares; 2026Q1: 6,868 shares 6,868 $950K 0.02% -223 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,216 shares; 2025Q4: 14,255 shares; 2026Q1: 13,222 shares 13,222 $948K 0.02% -1,033 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,280 shares; 2024Q4: 53,277 shares; 2025Q1: 51,668 shares; 2025Q2: 52,025 shares; 2025Q3: 52,182 shares; 2025Q4: 44,309 shares; 2026Q1: 43,265 shares 43,265 $945K 0.02% -1,044 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,213 shares; 2025Q4: 9,213 shares; 2026Q1: 9,353 shares 9,353 $937K 0.02% +140 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: not reported; 2025Q1: 8,495 shares; 2025Q2: 8,330 shares; 2025Q3: 7,780 shares; 2025Q4: 7,030 shares; 2026Q1: 6,166 shares 6,166 $933K 0.02% -864 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,500 shares; 2025Q2: 23,122 shares; 2025Q3: 24,042 shares; 2025Q4: 27,542 shares; 2026Q1: 31,572 shares 31,572 $928K 0.02% +4,030 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,373 shares 11,373 $927K 0.02% new Timeline EMHC 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: 21,670 shares; 2024Q4: 23,194 shares; 2025Q1: 37,261 shares; 2025Q2: 36,787 shares; 2025Q3: 36,929 shares; 2025Q4: 36,449 shares; 2026Q1: 36,998 shares 36,998 $918K 0.02% +549 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,286 shares; 2026Q1: 16,623 shares 16,623 $917K 0.02% -10,663 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,389 shares; 2025Q3: 1,318 shares; 2025Q4: 1,431 shares; 2026Q1: 4,379 shares 4,379 $911K 0.02% +2,948 Timeline BUFQ 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: 12,616 shares; 2025Q3: 12,716 shares; 2025Q4: 12,806 shares; 2026Q1: 25,678 shares 25,678 $907K 0.02% +12,872 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 6,524 shares; 2025Q1: 8,944 shares; 2025Q2: 22,490 shares; 2025Q3: 17,896 shares; 2025Q4: 29,838 shares; 2026Q1: 41,904 shares 41,904 $906K 0.02% +12,066 Timeline HYS 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: 9,712 shares 9,712 $906K 0.02% new Timeline CGCP 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: 31,684 shares; 2024Q4: 26,251 shares; 2025Q1: 26,121 shares; 2025Q2: 28,126 shares; 2025Q3: 35,451 shares; 2025Q4: 34,889 shares; 2026Q1: 40,507 shares 40,507 $905K 0.02% +5,618 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 11,524 shares; 2025Q1: 28,049 shares; 2025Q2: 19,294 shares; 2025Q3: 16,859 shares; 2025Q4: 14,191 shares; 2026Q1: 11,108 shares 11,108 $903K 0.02% -3,083 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,958 shares; 2026Q1: 4,005 shares 4,005 $899K 0.02% +1,047 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: 11,247 shares; 2024Q4: 15,910 shares; 2025Q1: 15,675 shares; 2025Q2: 16,283 shares; 2025Q3: 16,842 shares; 2025Q4: 21,830 shares; 2026Q1: 19,628 shares 19,628 $892K 0.02% -2,202 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 3,010 shares; 2025Q1: 6,429 shares; 2025Q2: 3,032 shares; 2025Q3: 2,346 shares; 2025Q4: 2,413 shares; 2026Q1: 3,867 shares 3,867 $889K 0.02% +1,454 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,243 shares; 2025Q2: not reported; 2025Q3: 43,446 shares; 2025Q4: 23,851 shares; 2026Q1: 26,860 shares 26,860 $885K 0.02% +3,009 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: not reported; 2024Q4: not reported; 2025Q1: 5,667 shares; 2025Q2: 11,474 shares; 2025Q3: 13,927 shares; 2025Q4: 15,815 shares; 2026Q1: 19,171 shares 19,171 $878K 0.02% +3,356 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,542 shares; 2024Q4: 17,431 shares; 2025Q1: 20,561 shares; 2025Q2: 19,655 shares; 2025Q3: 20,930 shares; 2025Q4: 15,632 shares; 2026Q1: 18,452 shares 18,452 $877K 0.02% +2,820 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: 5,620 shares; 2024Q4: 6,120 shares; 2025Q1: 6,782 shares; 2025Q2: 11,310 shares; 2025Q3: 13,594 shares; 2025Q4: 14,712 shares; 2026Q1: 15,825 shares 15,825 $866K 0.02% +1,113 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,563 shares; 2025Q1: 2,702 shares; 2025Q2: 6,648 shares; 2025Q3: 2,706 shares; 2025Q4: 3,747 shares; 2026Q1: 3,525 shares 3,525 $857K 0.02% -222 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,386 shares; 2024Q4: 14,366 shares; 2025Q1: 13,372 shares; 2025Q2: 11,366 shares; 2025Q3: 11,217 shares; 2025Q4: 11,196 shares; 2026Q1: 11,197 shares 11,197 $855K 0.02% +1 Timeline GFF GRIFFON CORP More: the full row for GRIFFON 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: 11,685 shares 11,685 $849K 0.02% new 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: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 44,728 shares; 2026Q1: 45,933 shares 45,933 $847K 0.02% +1,205 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 24,487 shares; 2025Q1: 29,659 shares; 2025Q2: 21,263 shares; 2025Q3: 19,684 shares; 2025Q4: 15,234 shares; 2026Q1: 15,210 shares 15,210 $840K 0.02% -24 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 2,824 shares; 2025Q1: 2,002 shares; 2025Q2: 2,055 shares; 2025Q3: 1,914 shares; 2025Q4: 1,382 shares; 2026Q1: 1,923 shares 1,923 $831K 0.02% +541 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 9,837 shares; 2025Q1: 10,952 shares; 2025Q2: 14,299 shares; 2025Q3: 13,307 shares; 2025Q4: 11,853 shares; 2026Q1: 8,829 shares 8,829 $830K 0.02% -3,024 Timeline PAVE 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: 8,786 shares; 2024Q4: 11,824 shares; 2025Q1: 42,749 shares; 2025Q2: 11,256 shares; 2025Q3: 12,737 shares; 2025Q4: 13,224 shares; 2026Q1: 16,118 shares 16,118 $819K 0.02% +2,894 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,043 shares; 2025Q1: 5,983 shares; 2025Q2: 3,026 shares; 2025Q3: 6,595 shares; 2025Q4: 7,054 shares; 2026Q1: 6,881 shares 6,881 $816K 0.01% -173 Timeline SHLD 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: 16,549 shares; 2025Q2: 17,816 shares; 2025Q3: not reported; 2025Q4: 12,988 shares; 2026Q1: 11,504 shares 11,504 $815K 0.01% -1,484 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,584 shares; 2025Q1: 10,509 shares; 2025Q2: 10,498 shares; 2025Q3: 10,498 shares; 2025Q4: 10,789 shares; 2026Q1: 10,763 shares 10,763 $811K 0.01% -26 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,916 shares; 2024Q4: 20,704 shares; 2025Q1: 20,052 shares; 2025Q2: 20,919 shares; 2025Q3: 18,829 shares; 2025Q4: 19,481 shares; 2026Q1: 21,368 shares 21,368 $809K 0.01% +1,887 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 988 shares; 2025Q2: 1,132 shares; 2025Q3: 800 shares; 2025Q4: 2,965 shares; 2026Q1: 2,964 shares 2,964 $807K 0.01% -1 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,067 shares; 2025Q1: 3,891 shares; 2025Q2: 5,411 shares; 2025Q3: 5,597 shares; 2025Q4: 6,161 shares; 2026Q1: 6,547 shares 6,547 $807K 0.01% +386 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,886 shares; 2024Q4: 62,249 shares; 2025Q1: 92,340 shares; 2025Q2: 32,227 shares; 2025Q3: 35,193 shares; 2025Q4: 36,713 shares; 2026Q1: 46,588 shares 46,588 $807K 0.01% +9,875 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 7,251 shares; 2025Q1: 12,400 shares; 2025Q2: 5,261 shares; 2025Q3: 4,243 shares; 2025Q4: 3,879 shares; 2026Q1: 6,102 shares 6,102 $806K 0.01% +2,223 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 12,085 shares; 2025Q1: 12,209 shares; 2025Q2: 12,391 shares; 2025Q3: 13,290 shares; 2025Q4: 12,594 shares; 2026Q1: 12,225 shares 12,225 $803K 0.01% -369 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,892 shares; 2025Q4: 14,823 shares; 2026Q1: 17,270 shares 17,270 $797K 0.01% +2,447 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,166 shares; 2025Q1: 21,049 shares; 2025Q2: 21,011 shares; 2025Q3: 21,176 shares; 2025Q4: 21,188 shares; 2026Q1: 21,156 shares 21,156 $795K 0.01% -32 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,593 shares; 2025Q4: 5,861 shares; 2026Q1: 5,568 shares 5,568 $792K 0.01% -293 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,088 shares; 2026Q1: 27,222 shares 27,222 $792K 0.01% +10,134 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 3,280 shares; 2025Q1: 3,454 shares; 2025Q2: 4,069 shares; 2025Q3: 6,037 shares; 2025Q4: 6,068 shares; 2026Q1: 5,952 shares 5,952 $789K 0.01% -116 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,129 shares; 2025Q3: 12,884 shares; 2025Q4: 14,546 shares; 2026Q1: 16,104 shares 16,104 $781K 0.01% +1,558 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares; 2026Q1: 2,500 shares 2,500 $780K 0.01% +261 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,175 shares; 2025Q3: 11,478 shares; 2025Q4: 12,668 shares; 2026Q1: 13,966 shares 13,966 $780K 0.01% +1,298 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,180 shares; 2024Q4: 37,084 shares; 2025Q1: 33,758 shares; 2025Q2: 27,724 shares; 2025Q3: 27,724 shares; 2025Q4: 23,922 shares; 2026Q1: 18,607 shares 18,607 $778K 0.01% -5,315 Timeline FSEP 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: 10,182 shares; 2025Q3: 12,670 shares; 2025Q4: 14,006 shares; 2026Q1: 15,456 shares 15,456 $778K 0.01% +1,450 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 6,039 shares; 2025Q1: 6,186 shares; 2025Q2: 3,986 shares; 2025Q3: 7,599 shares; 2025Q4: 7,653 shares; 2026Q1: 7,726 shares 7,726 $777K 0.01% +73 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,265 shares; 2025Q1: 23,917 shares; 2025Q2: 25,588 shares; 2025Q3: 26,508 shares; 2025Q4: 27,804 shares; 2026Q1: 27,681 shares 27,681 $777K 0.01% -123 Timeline FAPR 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: 10,632 shares; 2025Q3: 13,608 shares; 2025Q4: 15,441 shares; 2026Q1: 17,254 shares 17,254 $775K 0.01% +1,813 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,283 shares; 2025Q4: 39,144 shares; 2026Q1: 40,821 shares 40,821 $772K 0.01% +1,677 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 14,675 shares; 2025Q1: 15,971 shares; 2025Q2: 16,167 shares; 2025Q3: 15,549 shares; 2025Q4: 14,976 shares; 2026Q1: 14,740 shares 14,740 $767K 0.01% -236 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,286 shares 5,286 $766K 0.01% new Timeline NLR 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: 3,639 shares; 2025Q4: 5,288 shares; 2026Q1: 5,749 shares 5,749 $766K 0.01% +461 Timeline PRFD 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: 15,032 shares 15,032 $762K 0.01% new Timeline FMAY 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: 9,245 shares; 2025Q3: 11,669 shares; 2025Q4: 12,988 shares; 2026Q1: 14,378 shares 14,378 $759K 0.01% +1,390 Timeline FJUN 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: 8,541 shares; 2025Q3: 10,806 shares; 2025Q4: 12,133 shares; 2026Q1: 13,428 shares 13,428 $759K 0.01% +1,295 Timeline XAIX 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: 8,983 shares; 2025Q4: 18,825 shares; 2026Q1: 19,009 shares 19,009 $758K 0.01% +184 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: 43,820 shares; 2024Q4: 47,483 shares; 2025Q1: 10,990 shares; 2025Q2: 10,990 shares; 2025Q3: 11,340 shares; 2025Q4: 11,001 shares; 2026Q1: 10,764 shares 10,764 $757K 0.01% -237 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 6,373 shares; 2025Q1: 7,089 shares; 2025Q2: 6,986 shares; 2025Q3: 5,294 shares; 2025Q4: 4,980 shares; 2026Q1: 4,751 shares 4,751 $755K 0.01% -229 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: 9,395 shares; 2025Q3: 11,826 shares; 2025Q4: 13,056 shares; 2026Q1: 14,487 shares 14,487 $750K 0.01% +1,431 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,643 shares; 2025Q3: 12,177 shares; 2025Q4: 13,419 shares; 2026Q1: 14,846 shares 14,846 $748K 0.01% +1,427 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: not reported; 2025Q1: 6,410 shares; 2025Q2: 6,776 shares; 2025Q3: 2,687 shares; 2025Q4: 2,631 shares; 2026Q1: 1,332 shares 1,332 $748K 0.01% -1,299 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,164 shares; 2025Q3: 11,564 shares; 2025Q4: 12,633 shares; 2026Q1: 13,994 shares 13,994 $747K 0.01% +1,361 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: 10,278 shares; 2025Q3: 12,954 shares; 2025Q4: 14,129 shares; 2026Q1: 15,663 shares 15,663 $747K 0.01% +1,534 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 675 shares; 2025Q1: 757 shares; 2025Q2: 571 shares; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 1,665 shares 1,665 $744K 0.01% +838 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,094 shares; 2024Q4: 8,297 shares; 2025Q1: 8,829 shares; 2025Q2: 8,155 shares; 2025Q3: 8,112 shares; 2025Q4: 7,599 shares; 2026Q1: 8,068 shares 8,068 $743K 0.01% +469 Timeline PMAR 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: 48,612 shares; 2024Q4: 37,879 shares; 2025Q1: 29,567 shares; 2025Q2: 18,485 shares; 2025Q3: 19,450 shares; 2025Q4: 16,989 shares; 2026Q1: 16,615 shares 16,615 $741K 0.01% -374 Timeline DLN 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: 104,085 shares; 2024Q4: 103,011 shares; 2025Q1: 120,842 shares; 2025Q2: 89,522 shares; 2025Q3: 105,370 shares; 2025Q4: 120,056 shares; 2026Q1: 8,267 shares 8,267 $738K 0.01% -111,789 Timeline ILDR 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: 24,638 shares 24,638 $734K 0.01% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,399 shares; 2024Q4: 14,624 shares; 2025Q1: 14,546 shares; 2025Q2: 14,323 shares; 2025Q3: 14,421 shares; 2025Q4: 9,673 shares; 2026Q1: 9,725 shares 9,725 $733K 0.01% +52 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,034 shares; 2024Q4: 70,814 shares; 2025Q1: 16,930 shares; 2025Q2: 13,954 shares; 2025Q3: 13,984 shares; 2025Q4: 14,178 shares; 2026Q1: 13,882 shares 13,882 $733K 0.01% -296 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 8,442 shares; 2025Q1: 3,473 shares; 2025Q2: 3,401 shares; 2025Q3: 3,103 shares; 2025Q4: 3,961 shares; 2026Q1: 4,241 shares 4,241 $732K 0.01% +280 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,165 shares; 2026Q1: 3,243 shares 3,243 $731K 0.01% +78 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,678 shares 14,678 $728K 0.01% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,809 shares; 2024Q4: 17,953 shares; 2025Q1: 20,124 shares; 2025Q2: 20,293 shares; 2025Q3: 20,336 shares; 2025Q4: 25,869 shares; 2026Q1: 28,833 shares 28,833 $726K 0.01% +2,964 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,072 shares; 2025Q1: 2,151 shares; 2025Q2: 2,221 shares; 2025Q3: 2,109 shares; 2025Q4: 2,152 shares; 2026Q1: 2,277 shares 2,277 $724K 0.01% +125 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,178 shares; 2025Q3: 15,018 shares; 2025Q4: 15,018 shares; 2026Q1: 14,233 shares 14,233 $722K 0.01% -785 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,874 shares; 2024Q4: 5,046 shares; 2025Q1: 4,868 shares; 2025Q2: 3,883 shares; 2025Q3: 4,229 shares; 2025Q4: 4,672 shares; 2026Q1: 5,298 shares 5,298 $719K 0.01% +626 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,102 shares; 2025Q2: 12,426 shares; 2025Q3: 14,408 shares; 2025Q4: 14,203 shares; 2026Q1: 14,426 shares 14,426 $718K 0.01% +223 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,444 shares; 2025Q4: 10,572 shares; 2026Q1: 23,754 shares 23,754 $716K 0.01% +13,182 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 10,247 shares; 2025Q1: 2,137 shares; 2025Q2: 3,165 shares; 2025Q3: 2,256 shares; 2025Q4: 2,261 shares; 2026Q1: 2,084 shares 2,084 $715K 0.01% -177 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,496 shares; 2024Q4: 11,419 shares; 2025Q1: 11,969 shares; 2025Q2: 12,170 shares; 2025Q3: 13,026 shares; 2025Q4: 13,264 shares; 2026Q1: 5,833 shares 5,833 $712K 0.01% -7,431 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,156 shares; 2024Q4: 21,904 shares; 2025Q1: 15,052 shares; 2025Q2: 20,714 shares; 2025Q3: 18,194 shares; 2025Q4: 15,897 shares; 2026Q1: 9,884 shares 9,884 $711K 0.01% -6,013 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,887 shares; 2025Q1: 3,517 shares; 2025Q2: 8,481 shares; 2025Q3: 9,469 shares; 2025Q4: 9,765 shares; 2026Q1: 9,758 shares 9,758 $710K 0.01% -7 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 1,297 shares; 2025Q2: 2,045 shares; 2025Q3: 2,018 shares; 2025Q4: 951 shares; 2026Q1: 3,075 shares 3,075 $710K 0.01% +2,124 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,598 shares; 2025Q1: 1,520 shares; 2025Q2: 1,650 shares; 2025Q3: 2,406 shares; 2025Q4: 2,693 shares; 2026Q1: 2,491 shares 2,491 $707K 0.01% -202 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 10,114 shares; 2025Q1: 11,142 shares; 2025Q2: 11,785 shares; 2025Q3: 12,240 shares; 2025Q4: 13,155 shares; 2026Q1: 13,338 shares 13,338 $701K 0.01% +183 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,763 shares 21,763 $700K 0.01% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 10,660 shares; 2025Q3: 12,043 shares; 2025Q4: 14,813 shares; 2026Q1: 16,828 shares 16,828 $696K 0.01% +2,015 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 5,207 shares; 2025Q1: 5,848 shares; 2025Q2: 4,999 shares; 2025Q3: 3,297 shares; 2025Q4: 3,465 shares; 2026Q1: 4,354 shares 4,354 $695K 0.01% +889 Timeline DLFE 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: 23,370 shares 23,370 $688K 0.01% new 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: 6,335 shares; 2024Q4: 5,862 shares; 2025Q1: 5,922 shares; 2025Q2: 7,571 shares; 2025Q3: 7,805 shares; 2025Q4: 8,771 shares; 2026Q1: 8,780 shares 8,780 $686K 0.01% +9 Timeline ADME 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: 13,875 shares 13,875 $686K 0.01% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,685 shares; 2025Q3: 17,033 shares; 2025Q4: 18,032 shares; 2026Q1: 16,804 shares 16,804 $686K 0.01% -1,228 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 3,169 shares; 2025Q1: 3,076 shares; 2025Q2: 2,891 shares; 2025Q3: 2,766 shares; 2025Q4: 4,417 shares; 2026Q1: 3,696 shares 3,696 $681K 0.01% -721 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,289 shares 5,289 $678K 0.01% new Timeline SDY 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: 5,861 shares; 2024Q4: 6,404 shares; 2025Q1: 7,001 shares; 2025Q2: 6,336 shares; 2025Q3: 5,128 shares; 2025Q4: 4,620 shares; 2026Q1: 4,626 shares 4,626 $675K 0.01% +6 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,684 shares; 2025Q3: 7,934 shares; 2025Q4: 8,455 shares; 2026Q1: 8,510 shares 8,510 $674K 0.01% +55 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,018 shares; 2025Q2: 45,778 shares; 2025Q3: 45,778 shares; 2025Q4: 53,273 shares; 2026Q1: 52,073 shares 52,073 $673K 0.01% -1,200 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,300 shares; 2025Q4: not reported; 2026Q1: 6,174 shares 6,174 $671K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 665 shares; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 621 shares; 2025Q4: 634 shares; 2026Q1: 759 shares 759 $662K 0.01% +125 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 6,416 shares; 2025Q1: 12,330 shares; 2025Q2: 13,338 shares; 2025Q3: 6,027 shares; 2025Q4: 5,246 shares; 2026Q1: 3,477 shares 3,477 $659K 0.01% -1,769 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,599 shares; 2025Q3: 3,870 shares; 2025Q4: 4,282 shares; 2026Q1: 2,218 shares 2,218 $655K 0.01% -2,064 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,806 shares; 2024Q4: 21,432 shares; 2025Q1: 21,432 shares; 2025Q2: 20,300 shares; 2025Q3: 20,300 shares; 2025Q4: 19,755 shares; 2026Q1: 18,100 shares 18,100 $650K 0.01% -1,655 Timeline UYLD 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: not reported; 2024Q4: 7,535 shares; 2025Q1: 14,273 shares; 2025Q2: 9,457 shares; 2025Q3: 7,369 shares; 2025Q4: 3,945 shares; 2026Q1: 12,614 shares 12,614 $644K 0.01% +8,669 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,229 shares; 2025Q1: 3,196 shares; 2025Q2: 3,351 shares; 2025Q3: 3,798 shares; 2025Q4: 3,852 shares; 2026Q1: 5,583 shares 5,583 $642K 0.01% +1,731 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,627 shares 6,627 $636K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 3,224 shares 3,224 $636K 0.01% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,921 shares; 2024Q4: 18,632 shares; 2025Q1: 17,918 shares; 2025Q2: 20,640 shares; 2025Q3: 25,326 shares; 2025Q4: 25,855 shares; 2026Q1: 30,566 shares 30,566 $634K 0.01% +4,711 Timeline GTO 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: 28,573 shares; 2024Q4: 34,420 shares; 2025Q1: 30,010 shares; 2025Q2: 24,636 shares; 2025Q3: 16,636 shares; 2025Q4: 15,358 shares; 2026Q1: 13,541 shares 13,541 $634K 0.01% -1,817 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,680 shares 21,680 $630K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,864 shares; 2025Q3: 13,633 shares; 2025Q4: 13,845 shares; 2026Q1: 13,222 shares 13,222 $622K 0.01% -623 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,890 shares; 2025Q2: not reported; 2025Q3: 78,217 shares; 2025Q4: 36,812 shares; 2026Q1: 11,624 shares 11,624 $619K 0.01% -25,188 Timeline CGMS 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: 13,653 shares; 2025Q1: 34,952 shares; 2025Q2: 10,106 shares; 2025Q3: 20,520 shares; 2025Q4: 144,372 shares; 2026Q1: 22,688 shares 22,688 $618K 0.01% -121,684 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,092 shares; 2026Q1: 8,508 shares 8,508 $616K 0.01% +5,416 Timeline SPLV 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: 10,044 shares; 2024Q4: 10,753 shares; 2025Q1: 10,265 shares; 2025Q2: 6,777 shares; 2025Q3: 6,369 shares; 2025Q4: 8,067 shares; 2026Q1: 8,273 shares 8,273 $605K 0.01% +206 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,553 shares; 2025Q2: 109,231 shares; 2025Q3: 107,755 shares; 2025Q4: 56,320 shares; 2026Q1: 27,405 shares 27,405 $604K 0.01% -28,915 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,378 shares; 2025Q1: 6,249 shares; 2025Q2: 6,879 shares; 2025Q3: 12,265 shares; 2025Q4: 12,614 shares; 2026Q1: 1,896 shares 1,896 $603K 0.01% -10,718 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 3,016 shares; 2025Q1: 2,978 shares; 2025Q2: 2,820 shares; 2025Q3: 2,832 shares; 2025Q4: 2,970 shares; 2026Q1: 3,060 shares 3,060 $602K 0.01% +90 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,684 shares; 2025Q3: 17,182 shares; 2025Q4: 18,134 shares; 2026Q1: 18,970 shares 18,970 $599K 0.01% +836 Timeline GSY 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: 11,935 shares 11,935 $598K 0.01% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,047 shares; 2025Q2: 44,063 shares; 2025Q3: 29,793 shares; 2025Q4: 34,374 shares; 2026Q1: 26,857 shares 26,857 $597K 0.01% -7,517 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,610 shares; 2024Q4: 37,529 shares; 2025Q1: 34,408 shares; 2025Q2: 13,529 shares; 2025Q3: 14,485 shares; 2025Q4: 14,569 shares; 2026Q1: 6,308 shares 6,308 $593K 0.01% -8,261 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH 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: 13,853 shares 13,853 $592K 0.01% new Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,478 shares; 2024Q4: 21,395 shares; 2025Q1: 23,891 shares; 2025Q2: 24,384 shares; 2025Q3: 25,915 shares; 2025Q4: 26,935 shares; 2026Q1: 31,556 shares 31,556 $591K 0.01% +4,621 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,412 shares 2,412 $591K 0.01% new Timeline DMAR 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: 13,665 shares; 2025Q3: 13,442 shares; 2025Q4: 13,700 shares; 2026Q1: 13,915 shares 13,915 $590K 0.01% +215 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: 7,159 shares; 2025Q1: 7,195 shares; 2025Q2: 7,208 shares; 2025Q3: 7,710 shares; 2025Q4: 4,839 shares; 2026Q1: 2,699 shares 2,699 $585K 0.01% -2,140 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 7,253 shares; 2025Q1: 8,879 shares; 2025Q2: 7,576 shares; 2025Q3: 7,551 shares; 2025Q4: 7,627 shares; 2026Q1: 7,351 shares 7,351 $584K 0.01% -276 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,340 shares 12,340 $578K 0.01% new 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: 21,796 shares 21,796 $577K 0.01% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 11,124 shares; 2025Q1: 9,224 shares; 2025Q2: 9,075 shares; 2025Q3: 8,127 shares; 2025Q4: 2,882 shares; 2026Q1: 7,648 shares 7,648 $577K 0.01% +4,766 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 7,426 shares; 2025Q1: 7,602 shares; 2025Q2: 7,224 shares; 2025Q3: 7,244 shares; 2025Q4: 7,606 shares; 2026Q1: 7,331 shares 7,331 $577K 0.01% -275 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 1,817 shares; 2025Q1: 1,945 shares; 2025Q2: 1,874 shares; 2025Q3: 1,712 shares; 2025Q4: 1,483 shares; 2026Q1: 1,965 shares 1,965 $575K 0.01% +482 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,277 shares; 2024Q4: 45,678 shares; 2025Q1: 55,811 shares; 2025Q2: 57,802 shares; 2025Q3: 56,941 shares; 2025Q4: 49,776 shares; 2026Q1: 49,946 shares 49,946 $574K 0.01% +170 Timeline SPTE SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,989 shares; 2024Q4: 75,712 shares; 2025Q1: 102,407 shares; 2025Q2: 44,632 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,559 shares 16,559 $574K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,751 shares; 2025Q1: 7,755 shares; 2025Q2: 9,785 shares; 2025Q3: 8,728 shares; 2025Q4: 7,832 shares; 2026Q1: 7,915 shares 7,915 $573K 0.01% +83 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 4,910 shares; 2025Q1: 4,646 shares; 2025Q2: 4,893 shares; 2025Q3: 3,343 shares; 2025Q4: 16,025 shares; 2026Q1: 5,449 shares 5,449 $570K 0.01% -10,576 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 5,082 shares; 2025Q1: 5,132 shares; 2025Q2: 5,082 shares; 2025Q3: 5,097 shares; 2025Q4: 5,130 shares; 2026Q1: 5,130 shares 5,130 $566K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,250 shares 20,250 $564K 0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,340 shares 4,340 $564K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,453 shares; 2025Q1: 2,468 shares; 2025Q2: 2,280 shares; 2025Q3: 3,008 shares; 2025Q4: 2,555 shares; 2026Q1: 3,701 shares 3,701 $560K 0.01% +1,146 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,331 shares; 2025Q4: 111,100 shares; 2026Q1: 108,346 shares 108,346 $560K 0.01% -2,754 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,909 shares 36,909 $554K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,490 shares; 2025Q1: 2,850 shares; 2025Q2: 2,461 shares; 2025Q3: 3,272 shares; 2025Q4: 5,692 shares; 2026Q1: 5,970 shares 5,970 $554K 0.01% +278 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,391 shares; 2025Q4: 6,632 shares; 2026Q1: 6,590 shares 6,590 $554K 0.01% -42 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 9,881 shares; 2025Q1: 9,450 shares; 2025Q2: 9,361 shares; 2025Q3: 6,503 shares; 2025Q4: 6,562 shares; 2026Q1: 7,787 shares 7,787 $551K 0.01% +1,225 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,367 shares; 2024Q4: 11,892 shares; 2025Q1: 11,244 shares; 2025Q2: 11,507 shares; 2025Q3: 11,564 shares; 2025Q4: 11,873 shares; 2026Q1: 12,071 shares 12,071 $550K 0.01% +198 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 8,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,263 shares; 2026Q1: 3,592 shares 3,592 $549K 0.01% +1,329 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,037 shares; 2024Q4: 13,781 shares; 2025Q1: 13,540 shares; 2025Q2: 13,742 shares; 2025Q3: 13,440 shares; 2025Q4: 13,623 shares; 2026Q1: 13,625 shares 13,625 $546K 0.01% +2 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,537 shares; 2025Q1: 27,639 shares; 2025Q2: 29,504 shares; 2025Q3: 5,626 shares; 2025Q4: 5,278 shares; 2026Q1: 5,233 shares 5,233 $541K 0.01% -45 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,692 shares; 2025Q1: 2,548 shares; 2025Q2: 1,302 shares; 2025Q3: 1,291 shares; 2025Q4: 1,514 shares; 2026Q1: 1,516 shares 1,516 $540K 0.01% +2 Timeline IWP 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: 3,693 shares; 2025Q1: 6,293 shares; 2025Q2: 4,589 shares; 2025Q3: 4,529 shares; 2025Q4: 4,510 shares; 2026Q1: 4,214 shares 4,214 $540K 0.01% -296 Timeline DFEB 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: 11,243 shares; 2025Q3: 11,012 shares; 2025Q4: 11,212 shares; 2026Q1: 11,373 shares 11,373 $539K 0.01% +161 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,895 shares; 2025Q3: 2,947 shares; 2025Q4: 3,073 shares; 2026Q1: 4,108 shares 4,108 $538K 0.01% +1,035 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,731 shares; 2025Q1: 3,400 shares; 2025Q2: 5,870 shares; 2025Q3: 8,584 shares; 2025Q4: 8,348 shares; 2026Q1: 7,640 shares 7,640 $536K 0.01% -708 Timeline DDEC 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: 11,903 shares; 2025Q3: 11,586 shares; 2025Q4: 11,636 shares; 2026Q1: 12,087 shares 12,087 $535K 0.01% +451 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS 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: 52,740 shares; 2026Q1: 20,403 shares 20,403 $533K 0.01% -32,337 Timeline DMAY 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: 11,846 shares; 2025Q3: 11,485 shares; 2025Q4: 11,639 shares; 2026Q1: 11,851 shares 11,851 $532K 0.01% +212 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: 12,776 shares; 2025Q3: 12,622 shares; 2025Q4: 12,989 shares; 2026Q1: 13,387 shares 13,387 $532K 0.01% +398 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,897 shares; 2025Q4: not reported; 2026Q1: 12,407 shares 12,407 $532K 0.01% new Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,963 shares; 2025Q2: 51,583 shares; 2025Q3: 48,170 shares; 2025Q4: 43,666 shares; 2026Q1: 33,166 shares 33,166 $531K 0.01% -10,500 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,784 shares; 2025Q1: 3,709 shares; 2025Q2: 3,806 shares; 2025Q3: 3,622 shares; 2025Q4: 3,521 shares; 2026Q1: 3,335 shares 3,335 $530K 0.01% -186 Timeline DJUL 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: 11,360 shares; 2025Q3: 10,915 shares; 2025Q4: 11,022 shares; 2026Q1: 11,267 shares 11,267 $527K 0.01% +245 Timeline DNOV 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: 12,316 shares; 2025Q3: 12,010 shares; 2025Q4: 11,953 shares; 2026Q1: 10,962 shares 10,962 $525K 0.01% -991 Timeline DAUG 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: 12,132 shares; 2025Q3: 11,757 shares; 2025Q4: 11,974 shares; 2026Q1: 12,036 shares 12,036 $524K 0.01% +62 Timeline DOCT 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: 12,131 shares; 2025Q3: 11,829 shares; 2025Q4: 11,847 shares; 2026Q1: 12,067 shares 12,067 $524K 0.01% +220 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 4,754 shares; 2025Q1: 6,913 shares; 2025Q2: 5,567 shares; 2025Q3: 5,490 shares; 2025Q4: 5,445 shares; 2026Q1: 3,483 shares 3,483 $523K 0.01% -1,962 Timeline DJAN 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: 12,268 shares; 2025Q3: 11,966 shares; 2025Q4: 12,072 shares; 2026Q1: 12,272 shares 12,272 $522K 0.01% +200 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,690 shares; 2024Q4: 7,140 shares; 2025Q1: 7,115 shares; 2025Q2: 7,176 shares; 2025Q3: 6,172 shares; 2025Q4: 4,128 shares; 2026Q1: 1,961 shares 1,961 $522K 0.01% -2,167 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,848 shares; 2024Q4: 128,024 shares; 2025Q1: 127,054 shares; 2025Q2: 125,175 shares; 2025Q3: 123,725 shares; 2025Q4: 122,655 shares; 2026Q1: 101,933 shares 101,933 $520K 0.01% -20,722 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,108 shares; 2024Q4: 29,640 shares; 2025Q1: 21,114 shares; 2025Q2: 12,362 shares; 2025Q3: 12,362 shares; 2025Q4: 12,324 shares; 2026Q1: 12,230 shares 12,230 $520K 0.01% -94 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 3,919 shares; 2025Q1: 4,226 shares; 2025Q2: 3,118 shares; 2025Q3: 3,290 shares; 2025Q4: 3,385 shares; 2026Q1: 3,959 shares 3,959 $519K 0.01% +574 Timeline DSEP 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: 11,749 shares; 2025Q3: 11,358 shares; 2025Q4: 11,552 shares; 2026Q1: 11,793 shares 11,793 $518K 0.01% +241 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 1,035 shares; 2025Q1: 1,312 shares; 2025Q2: 1,242 shares; 2025Q3: 1,469 shares; 2025Q4: 1,342 shares; 2026Q1: 1,451 shares 1,451 $517K 0.01% +109 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,596 shares; 2024Q4: 7,265 shares; 2025Q1: 1,257 shares; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,264 shares; 2026Q1: 2,482 shares 2,482 $516K 0.01% +218 Timeline EVUS 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: 18,019 shares; 2026Q1: 16,211 shares 16,211 $516K 0.01% -1,808 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,325 shares; 2024Q4: 16,115 shares; 2025Q1: 15,818 shares; 2025Q2: 12,110 shares; 2025Q3: 12,047 shares; 2025Q4: 12,047 shares; 2026Q1: 11,877 shares 11,877 $511K 0.01% -170 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,544 shares 2,544 $508K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,475 shares; 2025Q1: 1,553 shares; 2025Q2: 1,977 shares; 2025Q3: 1,928 shares; 2025Q4: 1,768 shares; 2026Q1: 1,699 shares 1,699 $508K 0.01% -69 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,251 shares 5,251 $507K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,948 shares 11,948 $507K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,243 shares 1,243 $507K 0.01% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230,188 shares; 2025Q3: 118,319 shares; 2025Q4: 137,376 shares; 2026Q1: 23,062 shares 23,062 $506K 0.01% -114,314 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,683 shares; 2025Q1: 1,455 shares; 2025Q2: 886 shares; 2025Q3: 1,609 shares; 2025Q4: 1,965 shares; 2026Q1: 1,801 shares 1,801 $503K 0.01% -164 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,364 shares 4,364 $503K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,688 shares 3,688 $500K 0.01% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,141 shares; 2024Q4: 56,168 shares; 2025Q1: 53,472 shares; 2025Q2: 27,131 shares; 2025Q3: 27,627 shares; 2025Q4: 12,929 shares; 2026Q1: 12,184 shares 12,184 $498K 0.01% -745 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 4,905 shares; 2025Q1: 9,104 shares; 2025Q2: 9,227 shares; 2025Q3: 6,957 shares; 2025Q4: 5,752 shares; 2026Q1: 5,840 shares 5,840 $498K 0.01% +88 Timeline FEM 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: 11,364 shares; 2024Q4: 10,482 shares; 2025Q1: 10,642 shares; 2025Q2: 10,518 shares; 2025Q3: 11,643 shares; 2025Q4: 11,418 shares; 2026Q1: 16,618 shares 16,618 $498K 0.01% +5,200 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,183 shares; 2025Q2: 11,063 shares; 2025Q3: 11,030 shares; 2025Q4: 11,041 shares; 2026Q1: 9,939 shares 9,939 $497K 0.01% -1,102 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 55,230 shares 55,230 $496K 0.01% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,539 shares; 2025Q1: 21,640 shares; 2025Q2: 22,338 shares; 2025Q3: 16,885 shares; 2025Q4: 19,096 shares; 2026Q1: 16,771 shares 16,771 $495K 0.01% -2,325 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,595 shares; 2026Q1: 45,530 shares 45,530 $494K 0.01% +2,935 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 6,543 shares; 2025Q1: 6,312 shares; 2025Q2: 5,912 shares; 2025Q3: 5,918 shares; 2025Q4: 8,363 shares; 2026Q1: 8,498 shares 8,498 $493K 0.01% +135 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,470 shares; 2024Q4: 70,095 shares; 2025Q1: 120,465 shares; 2025Q2: 44,323 shares; 2025Q3: 48,518 shares; 2025Q4: 22,920 shares; 2026Q1: 24,214 shares 24,214 $493K 0.01% +1,294 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,098 shares; 2024Q4: 37,959 shares; 2025Q1: 24,673 shares; 2025Q2: 24,356 shares; 2025Q3: 23,917 shares; 2025Q4: 23,463 shares; 2026Q1: 23,868 shares 23,868 $493K 0.01% +405 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,054 shares; 2024Q4: 16,163 shares; 2025Q1: 16,475 shares; 2025Q2: 19,020 shares; 2025Q3: 20,418 shares; 2025Q4: 21,128 shares; 2026Q1: 22,814 shares 22,814 $492K 0.01% +1,686 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,367 shares; 2026Q1: 10,751 shares 10,751 $489K 0.01% -7,616 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,833 shares; 2024Q4: 8,870 shares; 2025Q1: 9,256 shares; 2025Q2: 9,296 shares; 2025Q3: 8,984 shares; 2025Q4: 9,014 shares; 2026Q1: 10,083 shares 10,083 $489K 0.01% +1,069 Timeline COWZ 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: 157,430 shares; 2024Q4: 183,619 shares; 2025Q1: 241,563 shares; 2025Q2: 113,202 shares; 2025Q3: 17,486 shares; 2025Q4: 6,792 shares; 2026Q1: 7,763 shares 7,763 $486K 0.01% +971 Timeline RWL 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: 2,776 shares; 2025Q3: 2,922 shares; 2025Q4: 3,381 shares; 2026Q1: 4,168 shares 4,168 $479K 0.01% +787 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,014 shares; 2025Q1: 8,089 shares; 2025Q2: 8,108 shares; 2025Q3: 8,129 shares; 2025Q4: 8,129 shares; 2026Q1: 8,129 shares 8,129 $478K 0.01% 0 Timeline ACYN 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: 23,358 shares 23,358 $476K 0.01% new Timeline UJAN 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: 17,070 shares; 2024Q4: 6,896 shares; 2025Q1: 13,181 shares; 2025Q2: 11,362 shares; 2025Q3: 11,211 shares; 2025Q4: 11,344 shares; 2026Q1: 11,158 shares 11,158 $474K 0.01% -186 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 1,579 shares; 2025Q4: 1,566 shares; 2026Q1: 1,507 shares 1,507 $473K 0.01% -59 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,065 shares; 2026Q1: 5,157 shares 5,157 $469K 0.01% -2,908 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 729 shares; 2025Q4: 1,279 shares; 2026Q1: 1,949 shares 1,949 $467K 0.01% +670 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 2,442 shares; 2025Q1: 2,682 shares; 2025Q2: 2,048 shares; 2025Q3: 1,445 shares; 2025Q4: 1,401 shares; 2026Q1: 1,429 shares 1,429 $466K 0.01% +28 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,498 shares 10,498 $466K 0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,877 shares; 2025Q2: not reported; 2025Q3: 24,390 shares; 2025Q4: 31,963 shares; 2026Q1: 16,174 shares 16,174 $464K 0.01% -15,789 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,104 shares 73,104 $463K 0.01% new Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,762 shares; 2025Q2: 16,201 shares; 2025Q3: 17,610 shares; 2025Q4: 22,275 shares; 2026Q1: 26,673 shares 26,673 $463K 0.01% +4,398 Timeline QDEC 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: 8,330 shares; 2025Q4: 11,132 shares; 2026Q1: 14,687 shares 14,687 $462K 0.01% +3,555 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,395 shares; 2025Q3: 4,452 shares; 2025Q4: 4,872 shares; 2026Q1: 4,639 shares 4,639 $461K 0.01% -233 Timeline UOCT 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: 8,076 shares; 2024Q4: 6,761 shares; 2025Q1: 14,848 shares; 2025Q2: 13,381 shares; 2025Q3: 13,156 shares; 2025Q4: 12,198 shares; 2026Q1: 12,020 shares 12,020 $460K 0.01% -178 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 671 shares; 2025Q3: 666 shares; 2025Q4: 928 shares; 2026Q1: 673 shares 673 $459K 0.01% -255 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 8,811 shares; 2025Q1: 23,026 shares; 2025Q2: 28,521 shares; 2025Q3: 25,554 shares; 2025Q4: 14,030 shares; 2026Q1: 10,120 shares 10,120 $458K 0.01% -3,910 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 12,986 shares; 2025Q1: 11,109 shares; 2025Q2: 11,536 shares; 2025Q3: 11,428 shares; 2025Q4: 8,558 shares; 2026Q1: 4,946 shares 4,946 $458K 0.01% -3,612 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,067 shares; 2025Q1: 6,555 shares; 2025Q2: 6,949 shares; 2025Q3: 6,687 shares; 2025Q4: 7,137 shares; 2026Q1: 6,665 shares 6,665 $450K 0.01% -472 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,044 shares; 2025Q1: 3,187 shares; 2025Q2: 2,956 shares; 2025Q3: 1,061 shares; 2025Q4: 2,143 shares; 2026Q1: 2,265 shares 2,265 $449K 0.01% +122 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,896 shares 8,896 $449K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 4,415 shares; 2025Q1: 3,916 shares; 2025Q2: 4,160 shares; 2025Q3: 3,777 shares; 2025Q4: 3,854 shares; 2026Q1: 4,079 shares 4,079 $448K 0.01% +225 Timeline CGIB 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: 10,449 shares; 2025Q3: 16,028 shares; 2025Q4: 16,069 shares; 2026Q1: 17,655 shares 17,655 $446K 0.01% +1,586 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 913 shares; 2025Q1: 954 shares; 2025Q2: 986 shares; 2025Q3: 969 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $445K 0.01% 0 Timeline ESGD 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: 2,641 shares; 2025Q3: 3,279 shares; 2025Q4: 4,748 shares; 2026Q1: 4,652 shares 4,652 $445K 0.01% -96 Timeline MOAT 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: 16,250 shares; 2024Q4: 15,252 shares; 2025Q1: 15,884 shares; 2025Q2: 6,739 shares; 2025Q3: 5,366 shares; 2025Q4: 4,615 shares; 2026Q1: 4,593 shares 4,593 $444K 0.01% -22 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: 21,060 shares; 2024Q4: 22,128 shares; 2025Q1: 22,037 shares; 2025Q2: 23,101 shares; 2025Q3: 22,114 shares; 2025Q4: 22,060 shares; 2026Q1: 23,138 shares 23,138 $444K 0.01% +1,078 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,802 shares; 2026Q1: 34,987 shares 34,987 $438K 0.01% -11,815 Timeline BSEP 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: 16,195 shares; 2024Q4: 12,892 shares; 2025Q1: 12,590 shares; 2025Q2: 9,229 shares; 2025Q3: 9,229 shares; 2025Q4: 9,229 shares; 2026Q1: 9,079 shares 9,079 $437K 0.01% -150 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 4,884 shares; 2025Q1: 4,877 shares; 2025Q2: 4,893 shares; 2025Q3: 4,987 shares; 2025Q4: 5,085 shares; 2026Q1: 5,158 shares 5,158 $436K 0.01% +73 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 16,928 shares; 2025Q1: 15,791 shares; 2025Q2: 15,760 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares 9,100 $434K 0.01% 0 Timeline UJUL 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: 9,295 shares; 2024Q4: not reported; 2025Q1: 15,278 shares; 2025Q2: 11,585 shares; 2025Q3: 11,365 shares; 2025Q4: 11,455 shares; 2026Q1: 11,335 shares 11,335 $434K 0.01% -120 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: 6,772 shares; 2025Q1: 6,752 shares; 2025Q2: 6,749 shares; 2025Q3: 6,764 shares; 2025Q4: 6,803 shares; 2026Q1: 6,817 shares 6,817 $434K 0.01% +14 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 14,860 shares; 2025Q1: 14,428 shares; 2025Q2: 13,319 shares; 2025Q3: 11,532 shares; 2025Q4: 9,608 shares; 2026Q1: 8,557 shares 8,557 $433K 0.01% -1,051 Timeline GAPR 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: 10,703 shares 10,703 $433K 0.01% new Timeline TDTF 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: not reported; 2026Q1: 17,938 shares 17,938 $432K 0.01% new Timeline VCIT 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: 2,924 shares; 2024Q4: 2,577 shares; 2025Q1: 2,922 shares; 2025Q2: 15,269 shares; 2025Q3: 3,030 shares; 2025Q4: 2,523 shares; 2026Q1: 5,216 shares 5,216 $432K 0.01% +2,693 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,184 shares; 2025Q2: 18,124 shares; 2025Q3: 14,974 shares; 2025Q4: 15,322 shares; 2026Q1: 19,431 shares 19,431 $428K 0.01% +4,109 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 1,106 shares; 2025Q3: 1,093 shares; 2025Q4: not reported; 2026Q1: 860 shares 860 $426K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,570 shares; 2025Q1: 1,405 shares; 2025Q2: 1,493 shares; 2025Q3: 7,184 shares; 2025Q4: 7,554 shares; 2026Q1: 1,945 shares 1,945 $425K 0.01% -5,609 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,408 shares; 2025Q2: 9,749 shares; 2025Q3: 54,105 shares; 2025Q4: 7,540 shares; 2026Q1: 7,731 shares 7,731 $422K 0.01% +191 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,791 shares 19,791 $422K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 6,589 shares; 2025Q1: 7,861 shares; 2025Q2: 9,862 shares; 2025Q3: 11,470 shares; 2025Q4: not reported; 2026Q1: 10,124 shares 10,124 $422K 0.01% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,118 shares; 2025Q2: 11,818 shares; 2025Q3: 11,475 shares; 2025Q4: 11,200 shares; 2026Q1: 11,230 shares 11,230 $421K 0.01% +30 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,428 shares; 2024Q4: 21,352 shares; 2025Q1: 21,115 shares; 2025Q2: 21,149 shares; 2025Q3: 21,495 shares; 2025Q4: 21,845 shares; 2026Q1: 22,172 shares 22,172 $419K 0.01% +327 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,890 shares; 2025Q1: 9,480 shares; 2025Q2: 7,980 shares; 2025Q3: 7,730 shares; 2025Q4: 7,536 shares; 2026Q1: 6,345 shares 6,345 $419K 0.01% -1,191 Timeline FBK FB FINL CORP More: the full row for FB FINL 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: 8,020 shares; 2025Q4: 8,020 shares; 2026Q1: 8,046 shares 8,046 $418K 0.01% +26 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,211 shares; 2024Q4: 3,594 shares; 2025Q1: 3,452 shares; 2025Q2: 2,232 shares; 2025Q3: 2,321 shares; 2025Q4: 2,249 shares; 2026Q1: 2,285 shares 2,285 $417K 0.01% +36 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,904 shares; 2026Q1: 12,142 shares 12,142 $413K 0.01% -16,762 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,014 shares; 2026Q1: 10,508 shares 10,508 $413K 0.01% +2,494 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,948 shares; 2024Q4: not reported; 2025Q1: 14,547 shares; 2025Q2: 10,419 shares; 2025Q3: not reported; 2025Q4: 11,707 shares; 2026Q1: 12,288 shares 12,288 $412K 0.01% +581 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,232 shares 17,232 $411K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,411 shares 4,411 $410K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,116 shares; 2025Q1: 3,082 shares; 2025Q2: 3,165 shares; 2025Q3: 3,182 shares; 2025Q4: 3,688 shares; 2026Q1: 3,626 shares 3,626 $407K 0.01% -62 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 15,740 shares; 2025Q1: 11,332 shares; 2025Q2: 15,790 shares; 2025Q3: 17,062 shares; 2025Q4: 18,573 shares; 2026Q1: 11,042 shares 11,042 $407K 0.01% -7,531 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 1,061 shares; 2025Q3: 1,086 shares; 2025Q4: not reported; 2026Q1: 2,401 shares 2,401 $406K 0.01% new Timeline JQUA 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: 6,461 shares; 2024Q4: 6,321 shares; 2025Q1: 6,819 shares; 2025Q2: 6,672 shares; 2025Q3: 6,816 shares; 2025Q4: 6,653 shares; 2026Q1: 6,623 shares 6,623 $406K 0.01% -30 Timeline FENY 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: 18,144 shares; 2024Q4: 16,794 shares; 2025Q1: 8,590 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,831 shares 11,831 $402K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,508 shares; 2025Q3: 2,421 shares; 2025Q4: 1,519 shares; 2026Q1: 1,514 shares 1,514 $402K 0.01% -5 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,737 shares; 2025Q1: 3,347 shares; 2025Q2: 2,881 shares; 2025Q3: 2,874 shares; 2025Q4: 2,874 shares; 2026Q1: 2,886 shares 2,886 $402K 0.01% +12 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,228 shares; 2026Q1: 3,739 shares 3,739 $401K 0.01% -1,489 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,578 shares 1,578 $401K 0.01% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,351 shares; 2026Q1: 11,269 shares 11,269 $400K 0.01% +2,918 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 275 shares; 2025Q3: 277 shares; 2025Q4: 843 shares; 2026Q1: 843 shares 843 $400K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 665 shares; 2025Q1: 708 shares; 2025Q2: 766 shares; 2025Q3: 763 shares; 2025Q4: 729 shares; 2026Q1: 921 shares 921 $400K 0.01% +192 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,165 shares; 2026Q1: 16,178 shares 16,178 $399K 0.01% -987 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,743 shares; 2024Q4: 14,007 shares; 2025Q1: 4,798 shares; 2025Q2: 5,805 shares; 2025Q3: 5,265 shares; 2025Q4: 3,752 shares; 2026Q1: 2,012 shares 2,012 $399K 0.01% -1,740 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,949 shares 5,949 $399K 0.01% new Timeline FBUF FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,105 shares; 2025Q4: 9,529 shares; 2026Q1: 13,234 shares 13,234 $398K 0.01% +3,705 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: not reported; 2025Q1: 6,665 shares; 2025Q2: 11,481 shares; 2025Q3: 6,432 shares; 2025Q4: 6,212 shares; 2026Q1: 6,439 shares 6,439 $398K 0.01% +227 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,129 shares; 2025Q1: 1,467 shares; 2025Q2: 2,271 shares; 2025Q3: 2,364 shares; 2025Q4: 2,330 shares; 2026Q1: 1,873 shares 1,873 $388K 0.01% -457 Timeline GMAR 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: 9,300 shares 9,300 $388K 0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,194 shares; 2025Q3: 13,872 shares; 2025Q4: 15,765 shares; 2026Q1: 15,543 shares 15,543 $387K 0.01% -222 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,660 shares; 2025Q1: 8,572 shares; 2025Q2: 8,633 shares; 2025Q3: 7,632 shares; 2025Q4: 6,226 shares; 2026Q1: 5,138 shares 5,138 $386K 0.01% -1,088 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: 9,487 shares; 2025Q1: 12,611 shares; 2025Q2: 9,622 shares; 2025Q3: 7,086 shares; 2025Q4: 6,549 shares; 2026Q1: 6,388 shares 6,388 $385K 0.01% -161 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: 1,961 shares; 2025Q2: 1,407 shares; 2025Q3: not reported; 2025Q4: 982 shares; 2026Q1: 1,895 shares 1,895 $381K 0.01% +913 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: not reported; 2025Q1: 4,865 shares; 2025Q2: 2,494 shares; 2025Q3: 3,046 shares; 2025Q4: 3,274 shares; 2026Q1: 2,971 shares 2,971 $373K 0.01% -303 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: 14,049 shares; 2024Q4: 13,030 shares; 2025Q1: 13,016 shares; 2025Q2: 12,894 shares; 2025Q3: 15,342 shares; 2025Q4: 12,700 shares; 2026Q1: 11,369 shares 11,369 $372K 0.01% -1,331 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,740 shares; 2025Q1: 8,437 shares; 2025Q2: 9,519 shares; 2025Q3: 2,636 shares; 2025Q4: 8,396 shares; 2026Q1: 2,431 shares 2,431 $372K 0.01% -5,965 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,570 shares; 2025Q2: 10,571 shares; 2025Q3: 10,575 shares; 2025Q4: not reported; 2026Q1: 8,287 shares 8,287 $371K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,162 shares 2,162 $370K 0.01% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,958 shares; 2025Q4: 10,958 shares; 2026Q1: 20,783 shares 20,783 $370K 0.01% +9,825 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: 12,556 shares; 2024Q4: 11,735 shares; 2025Q1: 11,586 shares; 2025Q2: 8,600 shares; 2025Q3: 8,725 shares; 2025Q4: 7,967 shares; 2026Q1: 7,050 shares 7,050 $369K 0.01% -917 Timeline MPRO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,650 shares; 2025Q1: 15,461 shares; 2025Q2: 14,099 shares; 2025Q3: 14,172 shares; 2025Q4: 11,966 shares; 2026Q1: 11,777 shares 11,777 $368K 0.01% -189 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,846 shares 3,846 $364K 0.01% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,768 shares; 2025Q4: 4,517 shares; 2026Q1: 4,594 shares 4,594 $364K 0.01% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,509 shares; 2025Q4: 8,662 shares; 2026Q1: 11,334 shares 11,334 $362K 0.01% +2,672 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,097 shares; 2024Q4: 47,967 shares; 2025Q1: 48,291 shares; 2025Q2: 51,133 shares; 2025Q3: 40,807 shares; 2025Q4: 28,910 shares; 2026Q1: 29,166 shares 29,166 $360K 0.01% +256 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: not reported; 2026Q1: 18,993 shares 18,993 $358K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,243 shares; 2025Q1: 2,393 shares; 2025Q2: 2,462 shares; 2025Q3: 1,921 shares; 2025Q4: 2,070 shares; 2026Q1: 2,100 shares 2,100 $355K 0.01% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,480 shares 5,480 $354K 0.01% new Timeline UAPR 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: 11,215 shares; 2024Q4: not reported; 2025Q1: 12,811 shares; 2025Q2: 10,805 shares; 2025Q3: 10,504 shares; 2025Q4: 10,695 shares; 2026Q1: 10,589 shares 10,589 $353K 0.01% -106 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 1,784 shares; 2025Q3: 1,408 shares; 2025Q4: 1,457 shares; 2026Q1: 1,322 shares 1,322 $353K 0.01% -135 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,081 shares; 2025Q1: 1,157 shares; 2025Q2: 1,113 shares; 2025Q3: 1,055 shares; 2025Q4: 1,182 shares; 2026Q1: 1,228 shares 1,228 $353K 0.01% +46 Timeline SHRY 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: 8,057 shares 8,057 $350K 0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 11,763 shares; 2025Q3: 11,810 shares; 2025Q4: 7,391 shares; 2026Q1: 7,391 shares 7,391 $350K 0.01% 0 Timeline DRIV 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: 9,588 shares; 2025Q4: not reported; 2026Q1: 11,459 shares 11,459 $350K 0.01% new Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,046 shares; 2026Q1: 9,046 shares 9,046 $349K 0.01% 0 Timeline FEP 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: 6,913 shares; 2024Q4: 6,620 shares; 2025Q1: 7,234 shares; 2025Q2: 7,165 shares; 2025Q3: 5,358 shares; 2025Q4: 5,244 shares; 2026Q1: 6,372 shares 6,372 $348K 0.01% +1,128 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,476 shares; 2024Q4: 102,217 shares; 2025Q1: 6,176 shares; 2025Q2: 6,799 shares; 2025Q3: 6,096 shares; 2025Q4: 4,894 shares; 2026Q1: 7,028 shares 7,028 $348K 0.01% +2,134 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,326 shares; 2025Q4: 15,980 shares; 2026Q1: 14,642 shares 14,642 $344K 0.01% -1,338 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,363 shares 5,363 $343K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,112 shares; 2025Q1: 5,091 shares; 2025Q2: 5,227 shares; 2025Q3: 4,571 shares; 2025Q4: 4,637 shares; 2026Q1: 3,009 shares 3,009 $341K 0.01% -1,628 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,168 shares; 2025Q3: 4,428 shares; 2025Q4: 49,387 shares; 2026Q1: 3,281 shares 3,281 $340K 0.01% -46,106 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,097 shares; 2025Q4: 7,869 shares; 2026Q1: 9,275 shares 9,275 $340K 0.01% +1,406 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,472 shares; 2025Q2: 2,494 shares; 2025Q3: 2,340 shares; 2025Q4: 2,489 shares; 2026Q1: 2,487 shares 2,487 $339K 0.01% -2 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,289 shares; 2024Q4: 15,962 shares; 2025Q1: 15,963 shares; 2025Q2: 15,990 shares; 2025Q3: 15,820 shares; 2025Q4: 15,596 shares; 2026Q1: 2,097 shares 2,097 $339K 0.01% -13,499 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,001 shares; 2024Q4: 10,489 shares; 2025Q1: 3,750 shares; 2025Q2: 3,705 shares; 2025Q3: 3,917 shares; 2025Q4: 4,313 shares; 2026Q1: 3,466 shares 3,466 $339K 0.01% -847 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,268 shares; 2026Q1: 9,215 shares 9,215 $338K 0.01% +2,947 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 9,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,888 shares 6,888 $337K 0.01% new Timeline CEFA 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: 5,890 shares; 2025Q3: 6,542 shares; 2025Q4: 9,134 shares; 2026Q1: 9,134 shares 9,134 $337K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 2,116 shares; 2025Q1: 2,406 shares; 2025Q2: 2,031 shares; 2025Q3: 1,986 shares; 2025Q4: not reported; 2026Q1: 3,186 shares 3,186 $330K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 2,699 shares; 2025Q1: 1,188 shares; 2025Q2: 890 shares; 2025Q3: 923 shares; 2025Q4: not reported; 2026Q1: 777 shares 777 $330K 0.01% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,439 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares 1,899 $330K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,095 shares; 2025Q1: 1,035 shares; 2025Q2: 1,665 shares; 2025Q3: 1,099 shares; 2025Q4: 1,061 shares; 2026Q1: 1,007 shares 1,007 $329K 0.01% -54 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,035 shares 8,035 $325K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 1,392 shares; 2025Q4: 1,752 shares; 2026Q1: 1,797 shares 1,797 $324K 0.01% +45 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: 1,443 shares; 2025Q2: 1,476 shares; 2025Q3: 1,464 shares; 2025Q4: 1,528 shares; 2026Q1: 1,548 shares 1,548 $324K 0.01% +20 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 5,417 shares; 2025Q1: 5,536 shares; 2025Q2: 6,403 shares; 2025Q3: 5,875 shares; 2025Q4: 5,123 shares; 2026Q1: 5,580 shares 5,580 $322K 0.01% +457 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,340 shares; 2025Q4: 6,650 shares; 2026Q1: 6,843 shares 6,843 $320K 0.01% +193 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,300 shares; 2025Q4: 10,600 shares; 2026Q1: 15,100 shares 15,100 $319K 0.01% +4,500 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,512 shares; 2024Q4: 14,748 shares; 2025Q1: 11,570 shares; 2025Q2: 9,884 shares; 2025Q3: 8,663 shares; 2025Q4: 8,505 shares; 2026Q1: 7,762 shares 7,762 $319K 0.01% -743 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,633 shares 6,633 $318K 0.01% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,167 shares; 2025Q4: 13,191 shares; 2026Q1: 12,656 shares 12,656 $318K 0.01% -535 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,961 shares 6,961 $316K 0.01% new 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: 12,657 shares; 2024Q4: 12,833 shares; 2025Q1: 9,165 shares; 2025Q2: 6,573 shares; 2025Q3: 6,573 shares; 2025Q4: 6,573 shares; 2026Q1: 6,573 shares 6,573 $316K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,845 shares; 2026Q1: 2,405 shares 2,405 $315K 0.01% +560 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,592 shares 6,592 $311K 0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,640 shares; 2025Q2: 3,906 shares; 2025Q3: 3,692 shares; 2025Q4: 3,703 shares; 2026Q1: 2,907 shares 2,907 $309K 0.01% -796 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 8,199 shares; 2025Q1: 8,511 shares; 2025Q2: 6,761 shares; 2025Q3: 6,664 shares; 2025Q4: 6,469 shares; 2026Q1: 6,566 shares 6,566 $309K 0.01% +97 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,711 shares 7,711 $308K 0.01% new Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT 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: 338,376 shares; 2026Q1: 92,766 shares 92,766 $306K 0.01% -245,610 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 7,346 shares; 2025Q1: 6,429 shares; 2025Q2: 6,283 shares; 2025Q3: 6,280 shares; 2025Q4: 6,259 shares; 2026Q1: 6,270 shares 6,270 $304K 0.01% +11 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares 962 $302K 0.01% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,068 shares 6,068 $302K 0.01% new Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,042 shares; 2025Q2: 25,088 shares; 2025Q3: 22,788 shares; 2025Q4: 20,888 shares; 2026Q1: 20,888 shares 20,888 $302K 0.01% 0 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,366 shares; 2026Q1: 3,326 shares 3,326 $301K 0.01% -40 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,362 shares; 2026Q1: 1,378 shares 1,378 $299K 0.01% +16 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,833 shares; 2025Q4: 11,343 shares; 2026Q1: 11,143 shares 11,143 $296K 0.01% -200 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,049 shares; 2025Q4: 9,394 shares; 2026Q1: 12,975 shares 12,975 $294K 0.01% +3,581 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,889 shares; 2025Q1: 3,810 shares; 2025Q2: 4,261 shares; 2025Q3: 3,999 shares; 2025Q4: 3,554 shares; 2026Q1: 2,996 shares 2,996 $291K 0.01% -558 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 429 shares; 2025Q4: 433 shares; 2026Q1: 426 shares 426 $290K 0.01% -7 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,075 shares; 2025Q3: 3,103 shares; 2025Q4: 3,093 shares; 2026Q1: 3,107 shares 3,107 $290K 0.01% +14 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,940 shares; 2024Q4: 36,948 shares; 2025Q1: 33,059 shares; 2025Q2: 24,901 shares; 2025Q3: 23,532 shares; 2025Q4: 16,747 shares; 2026Q1: 11,764 shares 11,764 $289K 0.01% -4,983 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,683 shares; 2025Q3: 2,448 shares; 2025Q4: 2,467 shares; 2026Q1: 1,908 shares 1,908 $288K 0.01% -559 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,885 shares; 2025Q1: 1,698 shares; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,326 shares; 2026Q1: 1,453 shares 1,453 $287K 0.01% +127 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 869 shares; 2025Q2: 902 shares; 2025Q3: 968 shares; 2025Q4: 972 shares; 2026Q1: 980 shares 980 $286K 0.01% +8 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,869 shares; 2025Q1: 53,869 shares; 2025Q2: 96,869 shares; 2025Q3: 202,990 shares; 2025Q4: 202,490 shares; 2026Q1: 202,490 shares 202,490 $283K 0.01% 0 Timeline DRSK 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: 10,365 shares 10,365 $283K 0.01% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,874 shares 21,874 $282K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,890 shares; 2024Q4: 49,598 shares; 2025Q1: not reported; 2025Q2: 9,367 shares; 2025Q3: 6,417 shares; 2025Q4: 5,306 shares; 2026Q1: 4,222 shares 4,222 $281K 0.01% -1,084 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,106 shares; 2025Q2: 21,746 shares; 2025Q3: 18,223 shares; 2025Q4: 18,223 shares; 2026Q1: 18,223 shares 18,223 $280K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 2,334 shares; 2025Q1: 2,416 shares; 2025Q2: 1,578 shares; 2025Q3: 1,486 shares; 2025Q4: 1,587 shares; 2026Q1: 1,086 shares 1,086 $279K 0.01% -501 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: 8,659 shares 8,659 $279K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,213 shares 3,213 $279K 0.01% new Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,914 shares 3,914 $279K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 26,984 shares; 2025Q1: 27,526 shares; 2025Q2: 27,031 shares; 2025Q3: 27,042 shares; 2025Q4: 26,655 shares; 2026Q1: 26,966 shares 26,966 $278K 0.01% +311 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,086 shares; 2025Q2: not reported; 2025Q3: 62,011 shares; 2025Q4: 45,917 shares; 2026Q1: 8,731 shares 8,731 $274K 0.01% -37,186 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,640 shares 4,640 $273K 0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,557 shares; 2025Q3: 2,557 shares; 2025Q4: 2,528 shares; 2026Q1: 2,450 shares 2,450 $272K <0.01% -78 Timeline BJAN 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: 37,470 shares; 2024Q4: 12,267 shares; 2025Q1: 9,310 shares; 2025Q2: 4,743 shares; 2025Q3: 4,743 shares; 2025Q4: 4,743 shares; 2026Q1: 5,081 shares 5,081 $271K <0.01% +338 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8,685 shares; 2025Q1: 8,821 shares; 2025Q2: 9,210 shares; 2025Q3: 9,307 shares; 2025Q4: 9,529 shares; 2026Q1: 9,724 shares 9,724 $271K <0.01% +195 Timeline BNOV 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: 11,216 shares; 2024Q4: 21,958 shares; 2025Q1: 19,423 shares; 2025Q2: 6,322 shares; 2025Q3: 7,308 shares; 2025Q4: 6,322 shares; 2026Q1: 6,243 shares 6,243 $269K <0.01% -79 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,075 shares; 2025Q1: 1,840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,063 shares 1,063 $267K <0.01% new Timeline YEAR 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: 7,091 shares; 2024Q4: 6,955 shares; 2025Q1: 8,173 shares; 2025Q2: 9,131 shares; 2025Q3: 4,722 shares; 2025Q4: 7,248 shares; 2026Q1: 5,279 shares 5,279 $266K <0.01% -1,969 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,723 shares; 2024Q4: 44,802 shares; 2025Q1: 39,915 shares; 2025Q2: 38,839 shares; 2025Q3: 38,189 shares; 2025Q4: 2,307 shares; 2026Q1: 2,787 shares 2,787 $266K <0.01% +480 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: 3,649 shares; 2025Q2: 3,699 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,643 shares 3,643 $265K <0.01% new Timeline MFLX 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: 15,748 shares; 2025Q3: 15,748 shares; 2025Q4: 15,748 shares; 2026Q1: 15,748 shares 15,748 $264K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,230 shares; 2025Q4: 20,193 shares; 2026Q1: 18,513 shares 18,513 $264K <0.01% -1,680 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,427 shares; 2025Q2: 2,434 shares; 2025Q3: 2,399 shares; 2025Q4: 2,543 shares; 2026Q1: 2,220 shares 2,220 $264K <0.01% -323 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 7,170 shares; 2025Q1: 10,255 shares; 2025Q2: 11,698 shares; 2025Q3: 10,647 shares; 2025Q4: 8,737 shares; 2026Q1: 4,670 shares 4,670 $263K <0.01% -4,067 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $261K <0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,818 shares 1,818 $260K <0.01% new Timeline HERO 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: 16,237 shares; 2025Q3: 27,785 shares; 2025Q4: 17,431 shares; 2026Q1: 10,014 shares 10,014 $258K <0.01% -7,417 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 8,208 shares; 2025Q1: 8,942 shares; 2025Q2: 9,068 shares; 2025Q3: 9,190 shares; 2025Q4: 6,463 shares; 2026Q1: 6,486 shares 6,486 $257K <0.01% +23 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,090 shares 7,090 $256K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,084 shares 3,084 $256K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 6,617 shares; 2025Q1: 9,043 shares; 2025Q2: 9,522 shares; 2025Q3: 9,018 shares; 2025Q4: 3,949 shares; 2026Q1: 2,021 shares 2,021 $255K <0.01% -1,928 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,586 shares; 2024Q4: 16,513 shares; 2025Q1: 12,302 shares; 2025Q2: 12,348 shares; 2025Q3: 12,395 shares; 2025Q4: 9,345 shares; 2026Q1: 8,339 shares 8,339 $253K <0.01% -1,006 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,161 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares; 2026Q1: 6,161 shares 6,161 $253K <0.01% -504 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,705 shares; 2026Q1: 4,218 shares 4,218 $253K <0.01% +513 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,201 shares; 2026Q1: 1,235 shares 1,235 $253K <0.01% +34 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,914 shares; 2025Q4: 8,466 shares; 2026Q1: 2,675 shares 2,675 $252K <0.01% -5,791 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,673 shares; 2024Q4: 20,919 shares; 2025Q1: 13,955 shares; 2025Q2: 10,402 shares; 2025Q3: 9,924 shares; 2025Q4: 9,238 shares; 2026Q1: 5,287 shares 5,287 $249K <0.01% -3,951 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares 1,009 $249K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 10,803 shares; 2025Q1: 10,532 shares; 2025Q2: 10,601 shares; 2025Q3: 9,838 shares; 2025Q4: 10,056 shares; 2026Q1: 9,598 shares 9,598 $248K <0.01% -458 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,089 shares 3,089 $247K <0.01% new Timeline BSCQ 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: 10,410 shares; 2025Q1: 10,410 shares; 2025Q2: 12,155 shares; 2025Q3: 12,321 shares; 2025Q4: 32,797 shares; 2026Q1: 12,597 shares 12,597 $246K <0.01% -20,200 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 829 shares 829 $246K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,333 shares; 2025Q4: 2,732 shares; 2026Q1: 2,584 shares 2,584 $244K <0.01% -148 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $244K <0.01% new Timeline QJUN 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: 19,999 shares; 2024Q4: 21,939 shares; 2025Q1: 21,939 shares; 2025Q2: 7,815 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares; 2026Q1: 7,815 shares 7,815 $244K <0.01% 0 Timeline LCTD 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: 5,745 shares; 2025Q1: 6,485 shares; 2025Q2: 6,338 shares; 2025Q3: 6,205 shares; 2025Q4: 4,572 shares; 2026Q1: 4,407 shares 4,407 $244K <0.01% -165 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,202 shares; 2025Q2: 7,833 shares; 2025Q3: 7,139 shares; 2025Q4: 6,746 shares; 2026Q1: 6,548 shares 6,548 $243K <0.01% -198 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 19,947 shares; 2025Q1: 17,108 shares; 2025Q2: 6,514 shares; 2025Q3: 6,494 shares; 2025Q4: 4,683 shares; 2026Q1: 5,059 shares 5,059 $243K <0.01% +376 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,591 shares; 2024Q4: 13,619 shares; 2025Q1: 10,414 shares; 2025Q2: 10,184 shares; 2025Q3: 10,205 shares; 2025Q4: 10,620 shares; 2026Q1: 12,101 shares 12,101 $243K <0.01% +1,481 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,162 shares; 2025Q1: 3,172 shares; 2025Q2: 2,643 shares; 2025Q3: 2,938 shares; 2025Q4: 2,752 shares; 2026Q1: 2,978 shares 2,978 $241K <0.01% +226 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,881 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,739 shares; 2026Q1: 4,322 shares 4,322 $240K <0.01% +583 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,139 shares; 2024Q4: 195,938 shares; 2025Q1: 12,945 shares; 2025Q2: 6,314 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,743 shares 4,743 $238K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,730 shares 1,730 $237K <0.01% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 7,141 shares; 2025Q1: 7,141 shares; 2025Q2: 6,884 shares; 2025Q3: 6,861 shares; 2025Q4: 6,238 shares; 2026Q1: 6,299 shares 6,299 $236K <0.01% +61 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 926 shares 926 $236K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,240 shares; 2025Q1: 6,849 shares; 2025Q2: 6,587 shares; 2025Q3: 4,348 shares; 2025Q4: 4,404 shares; 2026Q1: 4,470 shares 4,470 $235K <0.01% +66 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 2,368 shares; 2026Q1: 2,296 shares 2,296 $234K <0.01% -72 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 2,789 shares; 2026Q1: 3,370 shares 3,370 $234K <0.01% +581 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 604 shares; 2025Q1: 572 shares; 2025Q2: 550 shares; 2025Q3: 447 shares; 2025Q4: 398 shares; 2026Q1: 541 shares 541 $230K <0.01% +143 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,829 shares; 2025Q1: 4,732 shares; 2025Q2: 3,479 shares; 2025Q3: 3,481 shares; 2025Q4: 3,473 shares; 2026Q1: 3,160 shares 3,160 $230K <0.01% -313 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,178 shares 1,178 $230K <0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,569 shares; 2025Q1: 1,508 shares; 2025Q2: 909 shares; 2025Q3: 964 shares; 2025Q4: 850 shares; 2026Q1: 834 shares 834 $230K <0.01% -16 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,625 shares; 2025Q1: 4,420 shares; 2025Q2: 4,168 shares; 2025Q3: 4,255 shares; 2025Q4: 3,380 shares; 2026Q1: 2,625 shares 2,625 $228K <0.01% -755 Timeline IGV 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: 1,809 shares; 2025Q4: 1,968 shares; 2026Q1: 2,837 shares 2,837 $227K <0.01% +869 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,510 shares; 2025Q2: 7,400 shares; 2025Q3: 9,350 shares; 2025Q4: 6,355 shares; 2026Q1: 5,981 shares 5,981 $226K <0.01% -374 Timeline AFSM 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: 6,875 shares 6,875 $226K <0.01% new Timeline OMAH 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: 12,492 shares 12,492 $225K <0.01% new Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,104 shares; 2025Q4: 51,343 shares; 2026Q1: 6,803 shares 6,803 $224K <0.01% -44,540 Timeline EMLP 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: 5,132 shares 5,132 $224K <0.01% new Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,454 shares; 2024Q4: 26,296 shares; 2025Q1: 31,986 shares; 2025Q2: 33,717 shares; 2025Q3: 98,558 shares; 2025Q4: 90,817 shares; 2026Q1: 23,196 shares 23,196 $224K <0.01% -67,621 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,111 shares 7,111 $223K <0.01% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,930 shares; 2025Q3: 6,930 shares; 2025Q4: 6,930 shares; 2026Q1: 7,002 shares 7,002 $220K <0.01% +72 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,804 shares; 2025Q3: 9,942 shares; 2025Q4: 11,373 shares; 2026Q1: 9,071 shares 9,071 $220K <0.01% -2,302 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,835 shares; 2025Q4: 1,761 shares; 2026Q1: 1,729 shares 1,729 $218K <0.01% -32 Timeline USTB 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: not reported; 2026Q1: 4,318 shares 4,318 $218K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,772 shares; 2025Q1: 13,334 shares; 2025Q2: 13,334 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,027 shares 5,027 $217K <0.01% new Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,745 shares 3,745 $216K <0.01% new Timeline EPI 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: 4,853 shares; 2025Q3: 4,901 shares; 2025Q4: 5,027 shares; 2026Q1: 5,267 shares 5,267 $215K <0.01% +240 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares 6,012 $214K <0.01% new Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,421 shares; 2026Q1: 30,969 shares 30,969 $214K <0.01% +20,548 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,451 shares; 2026Q1: 3,288 shares 3,288 $214K <0.01% -163 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,550 shares 5,550 $214K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,324 shares; 2025Q3: 5,230 shares; 2025Q4: not reported; 2026Q1: 4,600 shares 4,600 $213K <0.01% new Timeline GAUG 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: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,509 shares 5,509 $213K <0.01% -316 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,628 shares; 2026Q1: 3,267 shares 3,267 $213K <0.01% -361 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,002 shares; 2025Q1: 2,877 shares; 2025Q2: 3,666 shares; 2025Q3: 2,292 shares; 2025Q4: 2,167 shares; 2026Q1: 2,358 shares 2,358 $213K <0.01% +191 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 4,761 shares; 2025Q1: 4,762 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,115 shares 3,115 $212K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,693 shares 2,693 $211K <0.01% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,285 shares; 2025Q4: 8,677 shares; 2026Q1: 8,350 shares 8,350 $210K <0.01% -327 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,886 shares; 2024Q4: 19,855 shares; 2025Q1: 19,119 shares; 2025Q2: 18,868 shares; 2025Q3: 16,505 shares; 2025Q4: 13,105 shares; 2026Q1: 11,642 shares 11,642 $210K <0.01% -1,463 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: 3,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,970 shares; 2025Q3: 4,089 shares; 2025Q4: 3,263 shares; 2026Q1: 3,263 shares 3,263 $209K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares 639 $208K <0.01% new 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: 1,611 shares; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 987 shares; 2025Q3: 1,037 shares; 2025Q4: 1,083 shares; 2026Q1: 1,054 shares 1,054 $208K <0.01% -29 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,461 shares 4,461 $208K <0.01% new Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,306 shares 4,306 $208K <0.01% new Timeline