DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,788 shares; 2024Q4: 215,027 shares; 2025Q1: 212,952 shares; 2025Q2: 215,159 shares; 2025Q3: 213,272 shares; 2025Q4: 238,114 shares; 2026Q1: 350,427 shares 350,427 $16.6M 0.03% +112,313 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,327 shares; 2024Q4: 161,972 shares; 2025Q1: 106,615 shares; 2025Q2: 120,665 shares; 2025Q3: 154,251 shares; 2025Q4: 324,794 shares; 2026Q1: 357,623 shares 357,623 $16.4M 0.03% +32,829 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,628 shares; 2024Q4: 191,926 shares; 2025Q1: 195,408 shares; 2025Q2: 235,945 shares; 2025Q3: 237,019 shares; 2025Q4: 370,308 shares; 2026Q1: 405,210 shares 405,210 $16.4M 0.03% +34,902 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,432 shares; 2024Q4: 50,488 shares; 2025Q1: 49,950 shares; 2025Q2: 54,372 shares; 2025Q3: 58,617 shares; 2025Q4: 59,151 shares; 2026Q1: 56,390 shares 56,390 $16.4M 0.03% -2,761 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: 10,452 shares; 2025Q1: 10,856 shares; 2025Q2: 11,503 shares; 2025Q3: 4,723 shares; 2025Q4: 5,308 shares; 2026Q1: 14,122 shares 14,122 $16.4M 0.03% +8,814 Timeline SPYV 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: 267,545 shares; 2024Q4: 271,682 shares; 2025Q1: 258,044 shares; 2025Q2: 262,373 shares; 2025Q3: 259,699 shares; 2025Q4: 278,065 shares; 2026Q1: 288,823 shares 288,823 $16.3M 0.03% +10,758 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,048 shares; 2025Q2: 11,581 shares; 2025Q3: 12,416 shares; 2025Q4: 12,235 shares; 2026Q1: 12,935 shares 12,935 $16.3M 0.03% +700 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 64,984 shares; 2025Q4: 594,351 shares; 2026Q1: 762,497 shares 762,497 $16.3M 0.03% +168,146 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,996 shares; 2024Q4: 248,872 shares; 2025Q1: 222,371 shares; 2025Q2: 219,159 shares; 2025Q3: 141,124 shares; 2025Q4: 150,858 shares; 2026Q1: 491,203 shares 491,203 $16.3M 0.03% +340,345 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: 77,974 shares; 2024Q4: 46,178 shares; 2025Q1: 90,568 shares; 2025Q2: 87,544 shares; 2025Q3: 93,418 shares; 2025Q4: 41,207 shares; 2026Q1: 45,324 shares 45,324 $16.1M 0.03% +4,117 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,612 shares; 2024Q4: 172,642 shares; 2025Q1: 186,130 shares; 2025Q2: 255,039 shares; 2025Q3: 254,498 shares; 2025Q4: 295,844 shares; 2026Q1: 318,032 shares 318,032 $16.1M 0.03% +22,188 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,257 shares; 2024Q4: 51,022 shares; 2025Q1: 88,638 shares; 2025Q2: 103,235 shares; 2025Q3: 124,077 shares; 2025Q4: 145,692 shares; 2026Q1: 162,166 shares 162,166 $16.1M 0.03% +16,474 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,519 shares; 2024Q4: 59,446 shares; 2025Q1: 55,561 shares; 2025Q2: 86,110 shares; 2025Q3: 120,393 shares; 2025Q4: 141,899 shares; 2026Q1: 134,802 shares 134,802 $16M 0.03% -7,097 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,388,454 shares; 2025Q1: 2,026,738 shares; 2025Q2: 2,145,969 shares; 2025Q3: 2,119,759 shares; 2025Q4: 2,316,708 shares; 2026Q1: 1,630,485 shares 1,630,485 $15.9M 0.03% -686,223 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,596 shares; 2024Q4: 244,896 shares; 2025Q1: 307,460 shares; 2025Q2: 184,767 shares; 2025Q3: 143,133 shares; 2025Q4: 511,178 shares; 2026Q1: 552,329 shares 552,329 $15.9M 0.03% +41,151 Timeline LMBS 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: 119,925 shares; 2024Q4: 127,906 shares; 2025Q1: 249,278 shares; 2025Q2: 249,853 shares; 2025Q3: 254,668 shares; 2025Q4: 314,039 shares; 2026Q1: 318,440 shares 318,440 $15.9M 0.03% +4,401 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,247 shares; 2025Q2: 48,763 shares; 2025Q3: 40,828 shares; 2025Q4: 59,409 shares; 2026Q1: 68,679 shares 68,679 $15.8M 0.03% +9,270 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,758 shares; 2025Q1: 50,512 shares; 2025Q2: 62,709 shares; 2025Q3: 63,423 shares; 2025Q4: 460,259 shares; 2026Q1: 451,383 shares 451,383 $15.8M 0.03% -8,876 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: 755,872 shares; 2024Q4: 285,156 shares; 2025Q1: 328,151 shares; 2025Q2: 363,145 shares; 2025Q3: 462,515 shares; 2025Q4: 1,126,496 shares; 2026Q1: 1,543,127 shares 1,543,127 $15.7M 0.03% +416,631 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,827 shares; 2024Q4: 21,993 shares; 2025Q1: 21,452 shares; 2025Q2: 24,633 shares; 2025Q3: 490,905 shares; 2025Q4: 539,577 shares; 2026Q1: 694,251 shares 694,251 $15.6M 0.03% +154,674 Timeline RMNY 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: 59,843 shares; 2025Q1: 60,777 shares; 2025Q2: 422,132 shares; 2025Q3: 278,238 shares; 2025Q4: 571,582 shares; 2026Q1: 638,062 shares 638,062 $15.5M 0.03% +66,480 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,959 shares; 2024Q4: 249,738 shares; 2025Q1: 424,039 shares; 2025Q2: 564,393 shares; 2025Q3: 562,578 shares; 2025Q4: 294,148 shares; 2026Q1: 237,885 shares 237,885 $15.4M 0.03% -56,263 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,710 shares; 2025Q1: 74,039 shares; 2025Q2: 72,015 shares; 2025Q3: 62,423 shares; 2025Q4: 56,155 shares; 2026Q1: 57,912 shares 57,912 $15.4M 0.03% +1,757 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,131 shares; 2024Q4: 10,917 shares; 2025Q1: 12,007 shares; 2025Q2: 11,601 shares; 2025Q3: 853 shares; 2025Q4: 33,942 shares; 2026Q1: 75,579 shares 75,579 $15.3M 0.03% +41,637 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,798 shares; 2024Q4: 437,397 shares; 2025Q1: 471,549 shares; 2025Q2: 432,746 shares; 2025Q3: 315,007 shares; 2025Q4: 298,876 shares; 2026Q1: 303,490 shares 303,490 $15.3M 0.03% +4,614 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,269 shares; 2024Q4: 145,305 shares; 2025Q1: 269,012 shares; 2025Q2: 266,655 shares; 2025Q3: 251,413 shares; 2025Q4: 375,619 shares; 2026Q1: 330,604 shares 330,604 $15.3M 0.03% -45,015 Timeline EMXC 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: 82,420 shares; 2024Q4: 87,627 shares; 2025Q1: 90,509 shares; 2025Q2: 70,500 shares; 2025Q3: 79,117 shares; 2025Q4: 118,997 shares; 2026Q1: 193,608 shares 193,608 $15.2M 0.03% +74,611 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: 28,833 shares; 2024Q4: 38,466 shares; 2025Q1: 55,156 shares; 2025Q2: 227,352 shares; 2025Q3: 115,947 shares; 2025Q4: 128,389 shares; 2026Q1: 128,375 shares 128,375 $15.2M 0.03% -14 Timeline VTWV 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: 80,124 shares; 2024Q4: 86,588 shares; 2025Q1: 92,046 shares; 2025Q2: 96,520 shares; 2025Q3: 94,046 shares; 2025Q4: 93,753 shares; 2026Q1: 90,857 shares 90,857 $15.2M 0.03% -2,896 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 169,688 shares; 2026Q1: 538,711 shares 538,711 $15.2M 0.03% +369,023 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254,321 shares 254,321 $15.2M 0.03% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,100 shares; 2025Q1: 77,996 shares; 2025Q2: 131,377 shares; 2025Q3: 142,961 shares; 2025Q4: 108,202 shares; 2026Q1: 73,707 shares 73,707 $15.1M 0.03% -34,495 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: 32,306 shares; 2024Q4: 36,507 shares; 2025Q1: 152,881 shares; 2025Q2: 186,832 shares; 2025Q3: 185,849 shares; 2025Q4: 197,899 shares; 2026Q1: 206,271 shares 206,271 $14.9M 0.03% +8,372 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,347 shares; 2025Q4: 1,693 shares; 2026Q1: 165,142 shares 165,142 $14.8M 0.03% +163,449 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,863 shares; 2024Q4: 434,598 shares; 2025Q1: 461,414 shares; 2025Q2: 491,554 shares; 2025Q3: 623,222 shares; 2025Q4: 764,268 shares; 2026Q1: 855,604 shares 855,604 $14.7M 0.03% +91,336 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,291 shares; 2024Q4: 201,584 shares; 2025Q1: 231,377 shares; 2025Q2: 208,632 shares; 2025Q3: 210,792 shares; 2025Q4: 214,210 shares; 2026Q1: 165,906 shares 165,906 $14.7M 0.03% -48,304 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE 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: 155,331 shares; 2025Q3: 207,323 shares; 2025Q4: 258,448 shares; 2026Q1: 307,710 shares 307,710 $14.7M 0.03% +49,262 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,463 shares; 2024Q4: 644,984 shares; 2025Q1: 507,540 shares; 2025Q2: 445,258 shares; 2025Q3: 422,724 shares; 2025Q4: 238,035 shares; 2026Q1: 299,587 shares 299,587 $14.7M 0.03% +61,552 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: 53,634 shares; 2025Q1: 52,326 shares; 2025Q2: 49,685 shares; 2025Q3: 44,730 shares; 2025Q4: 47,191 shares; 2026Q1: 48,077 shares 48,077 $14.6M 0.03% +886 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,666 shares; 2024Q4: 52,147 shares; 2025Q1: 128,448 shares; 2025Q2: 182,572 shares; 2025Q3: 233,685 shares; 2025Q4: 261,684 shares; 2026Q1: 293,957 shares 293,957 $14.6M 0.03% +32,273 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,424 shares; 2024Q4: 314,826 shares; 2025Q1: 313,861 shares; 2025Q2: 305,504 shares; 2025Q3: 304,600 shares; 2025Q4: 399,223 shares; 2026Q1: 271,113 shares 271,113 $14.6M 0.03% -128,110 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 244,938 shares; 2025Q3: 736,168 shares; 2025Q4: 490,183 shares; 2026Q1: 404,195 shares 404,195 $14.6M 0.03% -85,988 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,099 shares; 2024Q4: 76,447 shares; 2025Q1: 84,363 shares; 2025Q2: 70,560 shares; 2025Q3: 66,334 shares; 2025Q4: 88,893 shares; 2026Q1: 104,165 shares 104,165 $14.5M 0.03% +15,272 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,141 shares; 2024Q4: 352,938 shares; 2025Q1: 319,821 shares; 2025Q2: 339,683 shares; 2025Q3: 318,619 shares; 2025Q4: 349,742 shares; 2026Q1: 315,399 shares 315,399 $14.5M 0.03% -34,343 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: 221,298 shares; 2024Q4: 243,227 shares; 2025Q1: 260,535 shares; 2025Q2: 266,789 shares; 2025Q3: 273,830 shares; 2025Q4: 275,013 shares; 2026Q1: 274,964 shares 274,964 $14.4M 0.03% -49 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,133 shares; 2024Q4: 199,609 shares; 2025Q1: 227,971 shares; 2025Q2: 249,244 shares; 2025Q3: 257,671 shares; 2025Q4: 222,433 shares; 2026Q1: 232,271 shares 232,271 $14.4M 0.03% +9,838 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850,736 shares; 2024Q4: 933,059 shares; 2025Q1: 1,082,314 shares; 2025Q2: 1,150,167 shares; 2025Q3: 1,189,162 shares; 2025Q4: 1,190,498 shares; 2026Q1: 1,222,961 shares 1,222,961 $14.2M 0.03% +32,463 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,204 shares; 2024Q4: 108,553 shares; 2025Q1: 133,554 shares; 2025Q2: 134,937 shares; 2025Q3: 138,471 shares; 2025Q4: 150,513 shares; 2026Q1: 172,820 shares 172,820 $14.2M 0.03% +22,307 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: 2,165,600 shares; 2024Q4: 151,484 shares; 2025Q1: 191,766 shares; 2025Q2: 181,862 shares; 2025Q3: 171,711 shares; 2025Q4: 182,223 shares; 2026Q1: 166,794 shares 166,794 $14.2M 0.03% -15,429 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,092 shares; 2025Q4: 28,696 shares; 2026Q1: 48,914 shares 48,914 $14.2M 0.03% +20,218 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585,497 shares; 2024Q4: 821,764 shares; 2025Q1: 964,257 shares; 2025Q2: 1,026,415 shares; 2025Q3: 1,010,129 shares; 2025Q4: 705,863 shares; 2026Q1: 741,352 shares 741,352 $14.1M 0.03% +35,489 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,482 shares; 2024Q4: 156,360 shares; 2025Q1: 173,314 shares; 2025Q2: 184,126 shares; 2025Q3: 189,105 shares; 2025Q4: 191,158 shares; 2026Q1: 184,925 shares 184,925 $14.1M 0.03% -6,233 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,770 shares; 2024Q4: 221,667 shares; 2025Q1: 231,454 shares; 2025Q2: 243,871 shares; 2025Q3: 264,432 shares; 2025Q4: 287,380 shares; 2026Q1: 327,047 shares 327,047 $14.1M 0.03% +39,667 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,569 shares; 2024Q4: 206,204 shares; 2025Q1: 186,442 shares; 2025Q2: 158,953 shares; 2025Q3: 153,182 shares; 2025Q4: 138,535 shares; 2026Q1: 103,309 shares 103,309 $14.1M 0.02% -35,226 Timeline FTCS 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: 164,155 shares; 2024Q4: 159,469 shares; 2025Q1: 161,755 shares; 2025Q2: 179,301 shares; 2025Q3: 168,279 shares; 2025Q4: 186,690 shares; 2026Q1: 151,471 shares 151,471 $14.1M 0.02% -35,219 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595,425 shares; 2024Q4: 585,452 shares; 2025Q1: 626,732 shares; 2025Q2: 645,225 shares; 2025Q3: 630,771 shares; 2025Q4: 712,193 shares; 2026Q1: 728,986 shares 728,986 $14M 0.02% +16,793 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: 91,247 shares; 2024Q4: 89,770 shares; 2025Q1: 90,371 shares; 2025Q2: 76,846 shares; 2025Q3: 67,367 shares; 2025Q4: 121,160 shares; 2026Q1: 53,601 shares 53,601 $14M 0.02% -67,559 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,397 shares; 2025Q3: 217,610 shares; 2025Q4: 161,250 shares; 2026Q1: 138,576 shares 138,576 $13.9M 0.02% -22,674 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,517 shares; 2025Q1: 178,099 shares; 2025Q2: 289,474 shares; 2025Q3: 266,479 shares; 2025Q4: 165,556 shares; 2026Q1: 127,106 shares 127,106 $13.9M 0.02% -38,450 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: 16,136 shares; 2024Q4: 19,244 shares; 2025Q1: 19,730 shares; 2025Q2: 18,713 shares; 2025Q3: 18,127 shares; 2025Q4: 33,635 shares; 2026Q1: 34,034 shares 34,034 $13.9M 0.02% +399 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 10,371 shares; 2025Q1: not reported; 2025Q2: 51,326 shares; 2025Q3: 46,776 shares; 2025Q4: 56,391 shares; 2026Q1: 51,233 shares 51,233 $13.9M 0.02% -5,158 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,388 shares; 2024Q4: 555,710 shares; 2025Q1: 579,537 shares; 2025Q2: 565,495 shares; 2025Q3: 571,639 shares; 2025Q4: 578,392 shares; 2026Q1: 593,674 shares 593,674 $13.8M 0.02% +15,282 Timeline HERD 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: 72,901 shares; 2024Q4: 80,581 shares; 2025Q1: 82,575 shares; 2025Q2: 76,050 shares; 2025Q3: 72,506 shares; 2025Q4: 281,443 shares; 2026Q1: 301,687 shares 301,687 $13.8M 0.02% +20,244 Timeline FDL 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: 186,112 shares; 2024Q4: 190,900 shares; 2025Q1: 194,754 shares; 2025Q2: 198,977 shares; 2025Q3: 197,078 shares; 2025Q4: 280,408 shares; 2026Q1: 270,485 shares 270,485 $13.7M 0.02% -9,923 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,711 shares; 2024Q4: 97,045 shares; 2025Q1: 90,526 shares; 2025Q2: 100,785 shares; 2025Q3: 87,207 shares; 2025Q4: 184,313 shares; 2026Q1: 274,859 shares 274,859 $13.7M 0.02% +90,546 Timeline VGIT 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: 189,325 shares; 2024Q4: 172,017 shares; 2025Q1: 113,398 shares; 2025Q2: 151,253 shares; 2025Q3: 140,674 shares; 2025Q4: 209,018 shares; 2026Q1: 230,537 shares 230,537 $13.7M 0.02% +21,519 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: 33,426 shares; 2024Q4: 38,873 shares; 2025Q1: 32,636 shares; 2025Q2: 31,109 shares; 2025Q3: 36,372 shares; 2025Q4: 32,456 shares; 2026Q1: 41,890 shares 41,890 $13.7M 0.02% +9,434 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,193 shares; 2024Q4: 597,009 shares; 2025Q1: 518,949 shares; 2025Q2: 500,084 shares; 2025Q3: 381,195 shares; 2025Q4: 563,186 shares; 2026Q1: 661,096 shares 661,096 $13.7M 0.02% +97,910 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,825 shares; 2024Q4: 141,670 shares; 2025Q1: 138,771 shares; 2025Q2: 136,341 shares; 2025Q3: 202,097 shares; 2025Q4: 324,110 shares; 2026Q1: 444,266 shares 444,266 $13.7M 0.02% +120,156 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586,026 shares; 2024Q4: 577,968 shares; 2025Q1: 604,783 shares; 2025Q2: 588,294 shares; 2025Q3: 592,263 shares; 2025Q4: 604,975 shares; 2026Q1: 622,604 shares 622,604 $13.6M 0.02% +17,629 Timeline SPYM 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: 105,838 shares; 2024Q4: 113,022 shares; 2025Q1: 120,313 shares; 2025Q2: 129,109 shares; 2025Q3: 129,252 shares; 2025Q4: 145,023 shares; 2026Q1: 176,593 shares 176,593 $13.5M 0.02% +31,570 Timeline BUFR 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: 274,173 shares; 2024Q4: 292,532 shares; 2025Q1: 301,691 shares; 2025Q2: 321,508 shares; 2025Q3: 345,866 shares; 2025Q4: 390,582 shares; 2026Q1: 399,356 shares 399,356 $13.5M 0.02% +8,774 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,434 shares; 2024Q4: 152,802 shares; 2025Q1: 169,644 shares; 2025Q2: 184,021 shares; 2025Q3: 189,800 shares; 2025Q4: 189,137 shares; 2026Q1: 235,546 shares 235,546 $13.4M 0.02% +46,409 Timeline SCHG 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: 65,562 shares; 2024Q4: 284,563 shares; 2025Q1: 341,357 shares; 2025Q2: 350,744 shares; 2025Q3: 362,595 shares; 2025Q4: 365,690 shares; 2026Q1: 460,404 shares 460,404 $13.4M 0.02% +94,714 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,666 shares; 2025Q1: 108,757 shares; 2025Q2: 17,616 shares; 2025Q3: 104,680 shares; 2025Q4: 191,843 shares; 2026Q1: 219,848 shares 219,848 $13.3M 0.02% +28,005 Timeline VIGI 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: 157,916 shares; 2024Q4: 156,461 shares; 2025Q1: 158,093 shares; 2025Q2: 163,290 shares; 2025Q3: 172,850 shares; 2025Q4: 153,750 shares; 2026Q1: 150,539 shares 150,539 $13.3M 0.02% -3,211 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 10,528 shares; 2025Q1: 16,944 shares; 2025Q2: 17,623 shares; 2025Q3: 40,994 shares; 2025Q4: 41,206 shares; 2026Q1: 41,410 shares 41,410 $13.3M 0.02% +204 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,571 shares; 2024Q4: 209,590 shares; 2025Q1: 209,540 shares; 2025Q2: 197,795 shares; 2025Q3: 146,593 shares; 2025Q4: 216,118 shares; 2026Q1: 1,409,747 shares 1,409,747 $13.3M 0.02% +1,193,629 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611,771 shares; 2024Q4: 602,184 shares; 2025Q1: 633,961 shares; 2025Q2: 617,037 shares; 2025Q3: 619,809 shares; 2025Q4: 621,344 shares; 2026Q1: 632,154 shares 632,154 $13.2M 0.02% +10,810 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,613 shares; 2024Q4: 56,020 shares; 2025Q1: 57,754 shares; 2025Q2: 79,564 shares; 2025Q3: 83,040 shares; 2025Q4: 81,007 shares; 2026Q1: 99,328 shares 99,328 $13.2M 0.02% +18,321 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,258 shares; 2025Q2: 136,189 shares; 2025Q3: 125,350 shares; 2025Q4: 83,286 shares; 2026Q1: 94,420 shares 94,420 $13.2M 0.02% +11,134 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,138 shares; 2024Q4: 292,776 shares; 2025Q1: 333,529 shares; 2025Q2: 385,256 shares; 2025Q3: 383,472 shares; 2025Q4: 212,946 shares; 2026Q1: 213,827 shares 213,827 $13.2M 0.02% +881 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492,452 shares; 2024Q4: 484,637 shares; 2025Q1: 505,194 shares; 2025Q2: 492,919 shares; 2025Q3: 494,145 shares; 2025Q4: 501,711 shares; 2026Q1: 508,731 shares 508,731 $13.2M 0.02% +7,020 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504,849 shares; 2024Q4: 495,937 shares; 2025Q1: 515,775 shares; 2025Q2: 504,136 shares; 2025Q3: 506,927 shares; 2025Q4: 513,140 shares; 2026Q1: 519,723 shares 519,723 $13.1M 0.02% +6,583 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: 61,725 shares; 2024Q4: 48,097 shares; 2025Q1: 46,240 shares; 2025Q2: 50,356 shares; 2025Q3: 46,855 shares; 2025Q4: 47,499 shares; 2026Q1: 49,086 shares 49,086 $13.1M 0.02% +1,587 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,943 shares; 2024Q4: 30,191 shares; 2025Q1: 48,932 shares; 2025Q2: 49,967 shares; 2025Q3: 43,675 shares; 2025Q4: 33,315 shares; 2026Q1: 30,530 shares 30,530 $13.1M 0.02% -2,785 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: 154,146 shares; 2024Q4: 151,307 shares; 2025Q1: 149,807 shares; 2025Q2: 167,692 shares; 2025Q3: 151,636 shares; 2025Q4: 168,913 shares; 2026Q1: 136,367 shares 136,367 $13M 0.02% -32,546 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: 50,794 shares; 2024Q4: 67,416 shares; 2025Q1: 69,012 shares; 2025Q2: 126,120 shares; 2025Q3: 136,003 shares; 2025Q4: 155,040 shares; 2026Q1: 130,494 shares 130,494 $13M 0.02% -24,546 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,702 shares; 2024Q4: 67,707 shares; 2025Q1: 64,454 shares; 2025Q2: 78,665 shares; 2025Q3: 82,394 shares; 2025Q4: 78,891 shares; 2026Q1: 74,696 shares 74,696 $13M 0.02% -4,195 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: 84,601 shares; 2024Q4: 89,273 shares; 2025Q1: 77,488 shares; 2025Q2: 90,267 shares; 2025Q3: 174,195 shares; 2025Q4: 750,256 shares; 2026Q1: 240,955 shares 240,955 $12.8M 0.02% -509,301 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,314 shares; 2025Q2: 57,820 shares; 2025Q3: 57,035 shares; 2025Q4: 47,485 shares; 2026Q1: 48,649 shares 48,649 $12.7M 0.02% +1,164 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,190 shares; 2024Q4: 39,179 shares; 2025Q1: 38,797 shares; 2025Q2: 131,567 shares; 2025Q3: 161,346 shares; 2025Q4: 152,117 shares; 2026Q1: 164,291 shares 164,291 $12.7M 0.02% +12,174 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,568 shares; 2025Q2: 74,912 shares; 2025Q3: 86,128 shares; 2025Q4: 59,690 shares; 2026Q1: 65,381 shares 65,381 $12.7M 0.02% +5,691 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: 162,387 shares; 2024Q4: 949,263 shares; 2025Q1: 714,711 shares; 2025Q2: 350,466 shares; 2025Q3: 409,280 shares; 2025Q4: 696,693 shares; 2026Q1: 485,523 shares 485,523 $12.6M 0.02% -211,170 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,324 shares; 2025Q4: 828 shares; 2026Q1: 180,035 shares 180,035 $12.6M 0.02% +179,207 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,148 shares; 2024Q4: 12,515 shares; 2025Q1: 35,910 shares; 2025Q2: 49,033 shares; 2025Q3: 47,282 shares; 2025Q4: 46,731 shares; 2026Q1: 50,375 shares 50,375 $12.5M 0.02% +3,644 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,824 shares; 2024Q4: 198,702 shares; 2025Q1: 207,080 shares; 2025Q2: 158,065 shares; 2025Q3: 58,857 shares; 2025Q4: 41,668 shares; 2026Q1: 30,715 shares 30,715 $12.5M 0.02% -10,953 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714,944 shares; 2025Q4: 695,695 shares; 2026Q1: 688,299 shares 688,299 $12.5M 0.02% -7,396 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,984 shares; 2024Q4: 163,168 shares; 2025Q1: 217,673 shares; 2025Q2: 266,658 shares; 2025Q3: 306,222 shares; 2025Q4: 171,534 shares; 2026Q1: 126,870 shares 126,870 $12.5M 0.02% -44,664 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: 325,838 shares; 2024Q4: 297,586 shares; 2025Q1: 295,793 shares; 2025Q2: 307,626 shares; 2025Q3: 280,223 shares; 2025Q4: 227,567 shares; 2026Q1: 239,933 shares 239,933 $12.5M 0.02% +12,366 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,046 shares; 2025Q4: 1,858 shares; 2026Q1: 116,932 shares 116,932 $12.4M 0.02% +115,074 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: 22,786 shares; 2024Q4: 22,734 shares; 2025Q1: 26,078 shares; 2025Q2: 55,703 shares; 2025Q3: 72,379 shares; 2025Q4: 72,429 shares; 2026Q1: 73,168 shares 73,168 $12.4M 0.02% +739 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: 165,564 shares; 2024Q4: 158,694 shares; 2025Q1: 174,844 shares; 2025Q2: 189,116 shares; 2025Q3: 187,231 shares; 2025Q4: 260,507 shares; 2026Q1: 199,517 shares 199,517 $12.3M 0.02% -60,990 Timeline SCHM 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: 122,508 shares; 2024Q4: 374,985 shares; 2025Q1: 381,409 shares; 2025Q2: 386,402 shares; 2025Q3: 389,060 shares; 2025Q4: 406,508 shares; 2026Q1: 394,717 shares 394,717 $12.2M 0.02% -11,791 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,500 shares; 2024Q4: 264,893 shares; 2025Q1: 433,952 shares; 2025Q2: 386,769 shares; 2025Q3: 430,081 shares; 2025Q4: 272,979 shares; 2026Q1: 278,680 shares 278,680 $12.2M 0.02% +5,701 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,352 shares; 2024Q4: 365,917 shares; 2025Q1: 422,126 shares; 2025Q2: 604,464 shares; 2025Q3: 623,914 shares; 2025Q4: 670,230 shares; 2026Q1: 710,177 shares 710,177 $12.2M 0.02% +39,947 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: 50,403 shares; 2024Q4: 45,258 shares; 2025Q1: 46,879 shares; 2025Q2: 48,555 shares; 2025Q3: 48,835 shares; 2025Q4: 40,547 shares; 2026Q1: 41,440 shares 41,440 $12.1M 0.02% +893 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: 21,947 shares; 2024Q4: 104,616 shares; 2025Q1: 107,299 shares; 2025Q2: 114,233 shares; 2025Q3: 108,640 shares; 2025Q4: 239,671 shares; 2026Q1: 247,840 shares 247,840 $12.1M 0.02% +8,169 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,203 shares; 2025Q1: 70,439 shares; 2025Q2: 69,038 shares; 2025Q3: 52,395 shares; 2025Q4: 50,858 shares; 2026Q1: 41,962 shares 41,962 $12M 0.02% -8,896 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 11,583 shares; 2025Q1: 19,540 shares; 2025Q2: 21,254 shares; 2025Q3: 28,377 shares; 2025Q4: 22,390 shares; 2026Q1: 30,704 shares 30,704 $12M 0.02% +8,314 Timeline MINT 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: 47,387 shares; 2024Q4: 59,853 shares; 2025Q1: 98,576 shares; 2025Q2: 109,601 shares; 2025Q3: 84,123 shares; 2025Q4: 125,804 shares; 2026Q1: 119,604 shares 119,604 $12M 0.02% -6,200 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,759 shares; 2025Q4: 22,957 shares; 2026Q1: 30,137 shares 30,137 $12M 0.02% +7,180 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,954 shares; 2025Q4: 411,874 shares; 2026Q1: 398,758 shares 398,758 $12M 0.02% -13,116 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: 100,037 shares; 2025Q3: 119,886 shares; 2025Q4: 150,008 shares; 2026Q1: 152,565 shares 152,565 $12M 0.02% +2,557 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,019 shares 301,019 $12M 0.02% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,230 shares; 2025Q4: 1,113 shares; 2026Q1: 1,687,069 shares 1,687,069 $12M 0.02% +1,685,956 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: 509,831 shares; 2024Q4: 520,734 shares; 2025Q1: 314,334 shares; 2025Q2: 269,231 shares; 2025Q3: 267,106 shares; 2025Q4: 219,412 shares; 2026Q1: 226,248 shares 226,248 $12M 0.02% +6,836 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216,974 shares; 2026Q1: 232,954 shares 232,954 $11.9M 0.02% +15,980 Timeline RMCA 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: 459,695 shares; 2024Q4: 489,396 shares; 2025Q1: 488,859 shares; 2025Q2: 511,723 shares; 2025Q3: 251,023 shares; 2025Q4: 387,791 shares; 2026Q1: 493,650 shares 493,650 $11.9M 0.02% +105,859 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,503 shares; 2024Q4: 375,180 shares; 2025Q1: 24,182 shares; 2025Q2: 130,419 shares; 2025Q3: 40,186 shares; 2025Q4: 37,385 shares; 2026Q1: 128,489 shares 128,489 $11.8M 0.02% +91,104 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897,734 shares; 2024Q4: 1,010,692 shares; 2025Q1: 869,143 shares; 2025Q2: 838,865 shares; 2025Q3: 717,932 shares; 2025Q4: 523,217 shares; 2026Q1: 551,551 shares 551,551 $11.8M 0.02% +28,334 Timeline HDEF 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: 385,921 shares; 2024Q4: 395,012 shares; 2025Q1: 414,490 shares; 2025Q2: 412,365 shares; 2025Q3: 350,272 shares; 2025Q4: 365,685 shares; 2026Q1: 364,296 shares 364,296 $11.8M 0.02% -1,389 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,613 shares; 2024Q4: 23,791 shares; 2025Q1: 23,603 shares; 2025Q2: 21,978 shares; 2025Q3: 19,963 shares; 2025Q4: 167,466 shares; 2026Q1: 164,765 shares 164,765 $11.8M 0.02% -2,701 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: 15,354 shares; 2024Q4: 15,824 shares; 2025Q1: 20,428 shares; 2025Q2: 23,225 shares; 2025Q3: 26,572 shares; 2025Q4: 26,745 shares; 2026Q1: 77,696 shares 77,696 $11.8M 0.02% +50,951 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 837 shares; 2025Q4: 1,972 shares; 2026Q1: 54,213 shares 54,213 $11.7M 0.02% +52,241 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,515 shares; 2024Q4: 1,070,132 shares; 2025Q1: 1,020,762 shares; 2025Q2: 1,253,162 shares; 2025Q3: 1,148,981 shares; 2025Q4: 957,278 shares; 2026Q1: 1,093,511 shares 1,093,511 $11.7M 0.02% +136,233 Timeline SIZE 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: 4,721 shares; 2025Q4: 74,368 shares; 2026Q1: 73,443 shares 73,443 $11.7M 0.02% -925 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: 21,363 shares; 2024Q4: 29,938 shares; 2025Q1: 63,372 shares; 2025Q2: 70,142 shares; 2025Q3: 61,246 shares; 2025Q4: 112,740 shares; 2026Q1: 146,260 shares 146,260 $11.7M 0.02% +33,520 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 16,577 shares; 2025Q1: 92,192 shares; 2025Q2: 95,500 shares; 2025Q3: 90,774 shares; 2025Q4: 95,619 shares; 2026Q1: 101,367 shares 101,367 $11.7M 0.02% +5,748 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,098 shares; 2024Q4: 55,777 shares; 2025Q1: 60,117 shares; 2025Q2: 57,952 shares; 2025Q3: 61,318 shares; 2025Q4: 61,714 shares; 2026Q1: 64,659 shares 64,659 $11.6M 0.02% +2,945 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,885 shares; 2025Q4: 44,200 shares; 2026Q1: 151,866 shares 151,866 $11.6M 0.02% +107,666 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: 24,028 shares; 2024Q4: 25,223 shares; 2025Q1: 23,454 shares; 2025Q2: 41,749 shares; 2025Q3: 33,645 shares; 2025Q4: 46,918 shares; 2026Q1: 53,050 shares 53,050 $11.5M 0.02% +6,132 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443,276 shares; 2025Q3: 464,984 shares; 2025Q4: 624,044 shares; 2026Q1: 922,665 shares 922,665 $11.4M 0.02% +298,621 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,578 shares; 2024Q4: 48,532 shares; 2025Q1: 48,335 shares; 2025Q2: 61,637 shares; 2025Q3: 79,167 shares; 2025Q4: 85,108 shares; 2026Q1: 91,316 shares 91,316 $11.4M 0.02% +6,208 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,064 shares; 2025Q1: 23,009 shares; 2025Q2: 55,609 shares; 2025Q3: 43,064 shares; 2025Q4: 114,797 shares; 2026Q1: 226,012 shares 226,012 $11.4M 0.02% +111,215 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: not reported; 2025Q1: not reported; 2025Q2: 288,712 shares; 2025Q3: 297,840 shares; 2025Q4: 427,545 shares; 2026Q1: 417,804 shares 417,804 $11.4M 0.02% -9,741 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: 181,077 shares; 2025Q2: 186,639 shares; 2025Q3: 179,962 shares; 2025Q4: 228,636 shares; 2026Q1: 236,162 shares 236,162 $11.3M 0.02% +7,526 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,206 shares; 2024Q4: 176,139 shares; 2025Q1: 185,238 shares; 2025Q2: 63,093 shares; 2025Q3: 98,260 shares; 2025Q4: 130,864 shares; 2026Q1: 120,952 shares 120,952 $11.3M 0.02% -9,912 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,485 shares; 2024Q4: 173,997 shares; 2025Q1: 209,224 shares; 2025Q2: 201,269 shares; 2025Q3: 208,148 shares; 2025Q4: 177,278 shares; 2026Q1: 474,721 shares 474,721 $11.2M 0.02% +297,443 Timeline CFA 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: 5,940 shares; 2025Q4: 120,500 shares; 2026Q1: 122,420 shares 122,420 $11.2M 0.02% +1,920 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: 63,480 shares; 2024Q4: 16,730 shares; 2025Q1: not reported; 2025Q2: 23,604 shares; 2025Q3: 11,007 shares; 2025Q4: 49,479 shares; 2026Q1: 64,509 shares 64,509 $11.2M 0.02% +15,030 Timeline IXUS 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: 161,605 shares; 2024Q4: 103,548 shares; 2025Q1: 120,083 shares; 2025Q2: 123,020 shares; 2025Q3: 128,150 shares; 2025Q4: 125,283 shares; 2026Q1: 128,885 shares 128,885 $11.2M 0.02% +3,602 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 247,976 shares; 2025Q4: 240,686 shares; 2026Q1: 225,220 shares 225,220 $11.1M 0.02% -15,466 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: 78,976 shares; 2024Q4: 86,671 shares; 2025Q1: 85,746 shares; 2025Q2: 117,645 shares; 2025Q3: 121,783 shares; 2025Q4: 164,678 shares; 2026Q1: 210,643 shares 210,643 $11.1M 0.02% +45,965 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,029 shares; 2024Q4: 147,012 shares; 2025Q1: 145,707 shares; 2025Q2: 181,432 shares; 2025Q3: 163,780 shares; 2025Q4: 196,815 shares; 2026Q1: 222,534 shares 222,534 $11.1M 0.02% +25,719 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,282 shares; 2024Q4: 53,079 shares; 2025Q1: 51,614 shares; 2025Q2: 50,607 shares; 2025Q3: 67,102 shares; 2025Q4: 55,014 shares; 2026Q1: 492,289 shares 492,289 $11.1M 0.02% +437,275 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,484 shares; 2024Q4: 48,858 shares; 2025Q1: 139,687 shares; 2025Q2: 101,370 shares; 2025Q3: 127,351 shares; 2025Q4: 115,482 shares; 2026Q1: 110,856 shares 110,856 $11M 0.02% -4,626 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,020 shares; 2024Q4: 132,781 shares; 2025Q1: 61,597 shares; 2025Q2: 60,786 shares; 2025Q3: 42,580 shares; 2025Q4: 42,297 shares; 2026Q1: 39,930 shares 39,930 $10.9M 0.02% -2,367 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,965 shares; 2024Q4: 16,171 shares; 2025Q1: 16,260 shares; 2025Q2: 142,500 shares; 2025Q3: 85,481 shares; 2025Q4: 299,164 shares; 2026Q1: 250,504 shares 250,504 $10.9M 0.02% -48,660 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,582 shares; 2024Q4: 24,418 shares; 2025Q1: 348,591 shares; 2025Q2: 27,067 shares; 2025Q3: 364,215 shares; 2025Q4: 28,699 shares; 2026Q1: 27,538 shares 27,538 $10.9M 0.02% -1,161 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,678 shares; 2025Q3: 68,591 shares; 2025Q4: 137,826 shares; 2026Q1: 217,515 shares 217,515 $10.9M 0.02% +79,689 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 6,092 shares; 2025Q4: 221,181 shares; 2026Q1: 234,568 shares 234,568 $10.9M 0.02% +13,387 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,590 shares; 2024Q4: 58,872 shares; 2025Q1: 64,506 shares; 2025Q2: 64,776 shares; 2025Q3: 73,779 shares; 2025Q4: 73,598 shares; 2026Q1: 74,805 shares 74,805 $10.9M 0.02% +1,207 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: 79,508 shares; 2024Q4: 28,998 shares; 2025Q1: 24,552 shares; 2025Q2: 24,552 shares; 2025Q3: 8,055 shares; 2025Q4: 28,216 shares; 2026Q1: 360,299 shares 360,299 $10.9M 0.02% +332,083 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,462 shares; 2025Q2: 120,045 shares; 2025Q3: 103,144 shares; 2025Q4: 595,405 shares; 2026Q1: 321,927 shares 321,927 $10.9M 0.02% -273,478 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,475 shares; 2024Q4: 209,568 shares; 2025Q1: 218,419 shares; 2025Q2: 206,149 shares; 2025Q3: 201,587 shares; 2025Q4: 197,148 shares; 2026Q1: 194,431 shares 194,431 $10.8M 0.02% -2,717 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,343 shares; 2024Q4: 144,076 shares; 2025Q1: 136,069 shares; 2025Q2: 146,484 shares; 2025Q3: 144,586 shares; 2025Q4: 212,915 shares; 2026Q1: 211,733 shares 211,733 $10.8M 0.02% -1,182 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,842 shares; 2024Q4: 53,805 shares; 2025Q1: 56,868 shares; 2025Q2: 54,788 shares; 2025Q3: 53,688 shares; 2025Q4: 56,782 shares; 2026Q1: 46,042 shares 46,042 $10.8M 0.02% -10,740 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,105 shares; 2024Q4: 90,895 shares; 2025Q1: 108,066 shares; 2025Q2: 123,829 shares; 2025Q3: 170,634 shares; 2025Q4: 137,751 shares; 2026Q1: 136,637 shares 136,637 $10.8M 0.02% -1,114 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,335 shares; 2024Q4: 86,355 shares; 2025Q1: 128,691 shares; 2025Q2: 154,729 shares; 2025Q3: 117,324 shares; 2025Q4: 120,928 shares; 2026Q1: 110,021 shares 110,021 $10.8M 0.02% -10,907 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,801 shares; 2024Q4: 144,904 shares; 2025Q1: 271,722 shares; 2025Q2: 324,771 shares; 2025Q3: 355,531 shares; 2025Q4: 215,260 shares; 2026Q1: 241,320 shares 241,320 $10.7M 0.02% +26,060 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: 28,143 shares; 2024Q4: 58,284 shares; 2025Q1: 43,507 shares; 2025Q2: 43,965 shares; 2025Q3: 43,916 shares; 2025Q4: 57,570 shares; 2026Q1: 93,666 shares 93,666 $10.7M 0.02% +36,096 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,489 shares; 2024Q4: 113,878 shares; 2025Q1: 96,377 shares; 2025Q2: 91,987 shares; 2025Q3: 102,816 shares; 2025Q4: 88,782 shares; 2026Q1: 112,868 shares 112,868 $10.7M 0.02% +24,086 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,486 shares; 2025Q3: 203,383 shares; 2025Q4: 207,466 shares; 2026Q1: 164,975 shares 164,975 $10.6M 0.02% -42,491 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,367 shares; 2024Q4: 145,209 shares; 2025Q1: 102,958 shares; 2025Q2: 114,682 shares; 2025Q3: 112,784 shares; 2025Q4: 107,993 shares; 2026Q1: 102,506 shares 102,506 $10.5M 0.02% -5,487 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: 11,005 shares; 2024Q4: 12,736 shares; 2025Q1: 27,319 shares; 2025Q2: 31,347 shares; 2025Q3: 37,958 shares; 2025Q4: 64,678 shares; 2026Q1: 79,030 shares 79,030 $10.5M 0.02% +14,352 Timeline XLG 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: 198,202 shares; 2024Q4: 242,117 shares; 2025Q1: 289,484 shares; 2025Q2: 299,364 shares; 2025Q3: 308,374 shares; 2025Q4: 320,335 shares; 2026Q1: 191,479 shares 191,479 $10.4M 0.02% -128,856 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 209,545 shares; 2026Q1: 264,756 shares 264,756 $10.4M 0.02% +55,211 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211,014 shares; 2025Q1: 270,576 shares; 2025Q2: 294,606 shares; 2025Q3: 442,520 shares; 2025Q4: 137,120 shares; 2026Q1: 137,967 shares 137,967 $10.4M 0.02% +847 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,491 shares; 2024Q4: 112,453 shares; 2025Q1: 116,827 shares; 2025Q2: 92,675 shares; 2025Q3: 87,935 shares; 2025Q4: 86,879 shares; 2026Q1: 86,866 shares 86,866 $10.4M 0.02% -13 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739,024 shares; 2024Q4: 779,071 shares; 2025Q1: 818,059 shares; 2025Q2: 840,728 shares; 2025Q3: 848,134 shares; 2025Q4: 793,031 shares; 2026Q1: 811,452 shares 811,452 $10.3M 0.02% +18,421 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,249 shares; 2024Q4: 14,837 shares; 2025Q1: 12,549 shares; 2025Q2: 11,635 shares; 2025Q3: 13,356 shares; 2025Q4: 26,734 shares; 2026Q1: 41,164 shares 41,164 $10.2M 0.02% +14,430 Timeline HYG 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: 131,597 shares; 2024Q4: 134,190 shares; 2025Q1: 137,998 shares; 2025Q2: 141,910 shares; 2025Q3: 136,008 shares; 2025Q4: 126,242 shares; 2026Q1: 128,613 shares 128,613 $10.2M 0.02% +2,371 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,227 shares; 2025Q2: 55,376 shares; 2025Q3: 56,375 shares; 2025Q4: 57,077 shares; 2026Q1: 59,259 shares 59,259 $10.2M 0.02% +2,182 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,611 shares; 2024Q4: 88,407 shares; 2025Q1: 428,724 shares; 2025Q2: 416,195 shares; 2025Q3: 418,010 shares; 2025Q4: 477,992 shares; 2026Q1: 509,788 shares 509,788 $10.2M 0.02% +31,796 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,482 shares; 2024Q4: 590,104 shares; 2025Q1: 585,604 shares; 2025Q2: 589,204 shares; 2025Q3: 578,500 shares; 2025Q4: 559,017 shares; 2026Q1: 553,739 shares 553,739 $10.2M 0.02% -5,278 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,059 shares; 2024Q4: 89,700 shares; 2025Q1: 89,733 shares; 2025Q2: 90,295 shares; 2025Q3: 88,850 shares; 2025Q4: 105,316 shares; 2026Q1: 139,257 shares 139,257 $10.2M 0.02% +33,941 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,441 shares; 2024Q4: 188,279 shares; 2025Q1: 241,151 shares; 2025Q2: 338,548 shares; 2025Q3: 340,812 shares; 2025Q4: 178,690 shares; 2026Q1: 134,140 shares 134,140 $10.1M 0.02% -44,550 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,606 shares; 2024Q4: 136,438 shares; 2025Q1: 172,112 shares; 2025Q2: 181,499 shares; 2025Q3: 178,706 shares; 2025Q4: 188,468 shares; 2026Q1: 204,119 shares 204,119 $10M 0.02% +15,651 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: 33,483 shares; 2024Q4: 61,326 shares; 2025Q1: 61,378 shares; 2025Q2: 62,264 shares; 2025Q3: 60,770 shares; 2025Q4: 50,167 shares; 2026Q1: 49,089 shares 49,089 $10M 0.02% -1,078 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: 29,009 shares; 2024Q4: 23,518 shares; 2025Q1: 23,695 shares; 2025Q2: 23,353 shares; 2025Q3: 23,273 shares; 2025Q4: 104,788 shares; 2026Q1: 206,118 shares 206,118 $9.99M 0.02% +101,330 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,468 shares; 2024Q4: 76,014 shares; 2025Q1: 95,386 shares; 2025Q2: 95,175 shares; 2025Q3: 96,243 shares; 2025Q4: 103,709 shares; 2026Q1: 28,214 shares 28,214 $9.98M 0.02% -75,495 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768,424 shares; 2024Q4: 605,144 shares; 2025Q1: 565,045 shares; 2025Q2: 330,498 shares; 2025Q3: 165,031 shares; 2025Q4: 147,546 shares; 2026Q1: 152,131 shares 152,131 $9.92M 0.02% +4,585 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,108 shares; 2024Q4: 111,709 shares; 2025Q1: 116,312 shares; 2025Q2: 191,140 shares; 2025Q3: 162,802 shares; 2025Q4: 273,307 shares; 2026Q1: 205,920 shares 205,920 $9.89M 0.02% -67,387 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,370 shares; 2025Q3: 10,828 shares; 2025Q4: 14,382 shares; 2026Q1: 16,770 shares 16,770 $9.87M 0.02% +2,388 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,350 shares; 2026Q1: 210,032 shares 210,032 $9.87M 0.02% +154,682 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: 71,861 shares; 2024Q4: 74,172 shares; 2025Q1: 73,908 shares; 2025Q2: 77,141 shares; 2025Q3: 78,352 shares; 2025Q4: 97,644 shares; 2026Q1: 103,182 shares 103,182 $9.87M 0.02% +5,538 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: 21,152 shares; 2024Q4: 20,964 shares; 2025Q1: 78,232 shares; 2025Q2: 76,992 shares; 2025Q3: 77,694 shares; 2025Q4: 97,728 shares; 2026Q1: 95,327 shares 95,327 $9.86M 0.02% -2,401 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,921 shares; 2024Q4: 26,785 shares; 2025Q1: 25,975 shares; 2025Q2: 27,909 shares; 2025Q3: 21,681 shares; 2025Q4: 22,279 shares; 2026Q1: 23,286 shares 23,286 $9.7M 0.02% +1,007 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,912 shares; 2024Q4: 73,297 shares; 2025Q1: 59,439 shares; 2025Q2: 56,642 shares; 2025Q3: 66,012 shares; 2025Q4: 144,415 shares; 2026Q1: 209,247 shares 209,247 $9.68M 0.02% +64,832 Timeline MGMT 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: 123,553 shares; 2024Q4: 123,716 shares; 2025Q1: 137,768 shares; 2025Q2: 128,681 shares; 2025Q3: 130,989 shares; 2025Q4: 209,289 shares; 2026Q1: 213,707 shares 213,707 $9.64M 0.02% +4,418 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: 23,439 shares; 2024Q4: 24,174 shares; 2025Q1: 27,187 shares; 2025Q2: 33,650 shares; 2025Q3: 31,972 shares; 2025Q4: 31,330 shares; 2026Q1: 32,838 shares 32,838 $9.58M 0.02% +1,508 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,217 shares; 2026Q1: 268,650 shares 268,650 $9.51M 0.02% +93,433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,825 shares; 2025Q4: 44,875 shares; 2026Q1: 48,105 shares 48,105 $9.5M 0.02% +3,230 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772,216 shares; 2024Q4: 843,849 shares; 2025Q1: 879,138 shares; 2025Q2: 895,784 shares; 2025Q3: 915,784 shares; 2025Q4: 964,548 shares; 2026Q1: 643,608 shares 643,608 $9.47M 0.02% -320,940 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,605 shares; 2025Q4: 44,837 shares; 2026Q1: 107,174 shares 107,174 $9.43M 0.02% +62,337 Timeline BSV 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: 36,912 shares; 2024Q4: 46,293 shares; 2025Q1: 43,388 shares; 2025Q2: 52,328 shares; 2025Q3: 66,319 shares; 2025Q4: 95,379 shares; 2026Q1: 120,022 shares 120,022 $9.41M 0.02% +24,643 Timeline VTWG 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: 38,613 shares; 2024Q4: 38,431 shares; 2025Q1: 40,451 shares; 2025Q2: 42,126 shares; 2025Q3: 40,637 shares; 2025Q4: 40,438 shares; 2026Q1: 40,806 shares 40,806 $9.35M 0.02% +368 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,586 shares; 2024Q4: 62,741 shares; 2025Q1: 72,492 shares; 2025Q2: 204,231 shares; 2025Q3: 196,674 shares; 2025Q4: 98,634 shares; 2026Q1: 132,804 shares 132,804 $9.33M 0.02% +34,170 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: 83,025 shares; 2025Q2: 88,062 shares; 2025Q3: 95,097 shares; 2025Q4: 113,696 shares; 2026Q1: 112,510 shares 112,510 $9.32M 0.02% -1,186 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,827 shares; 2024Q4: 158,430 shares; 2025Q1: 161,044 shares; 2025Q2: 159,450 shares; 2025Q3: 158,090 shares; 2025Q4: 159,920 shares; 2026Q1: 160,513 shares 160,513 $9.25M 0.02% +593 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: 39,256 shares; 2024Q4: 41,457 shares; 2025Q1: 40,806 shares; 2025Q2: 67,955 shares; 2025Q3: 79,323 shares; 2025Q4: 89,296 shares; 2026Q1: 98,343 shares 98,343 $9.24M 0.02% +9,047 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: 20,897 shares; 2024Q4: 21,235 shares; 2025Q1: 21,379 shares; 2025Q2: 27,223 shares; 2025Q3: 31,186 shares; 2025Q4: 391,520 shares; 2026Q1: 412,691 shares 412,691 $9.22M 0.02% +21,171 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,090 shares; 2024Q4: 21,444 shares; 2025Q1: 14,682 shares; 2025Q2: 20,562 shares; 2025Q3: 16,081 shares; 2025Q4: 18,957 shares; 2026Q1: 19,433 shares 19,433 $9.2M 0.02% +476 Timeline IVLU 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: 87,983 shares; 2024Q4: 88,304 shares; 2025Q1: 126,334 shares; 2025Q2: 165,699 shares; 2025Q3: 192,555 shares; 2025Q4: 206,319 shares; 2026Q1: 231,380 shares 231,380 $9.18M 0.02% +25,061 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: 39,675 shares; 2024Q4: 38,594 shares; 2025Q1: 40,694 shares; 2025Q2: 40,685 shares; 2025Q3: 39,874 shares; 2025Q4: 39,978 shares; 2026Q1: 40,621 shares 40,621 $9.15M 0.02% +643 Timeline PTLC 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: 201,555 shares; 2024Q4: 217,404 shares; 2025Q1: 212,949 shares; 2025Q2: 210,644 shares; 2025Q3: 208,232 shares; 2025Q4: 198,366 shares; 2026Q1: 174,077 shares 174,077 $9.13M 0.02% -24,289 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,971 shares; 2024Q4: 37,135 shares; 2025Q1: 48,465 shares; 2025Q2: 164,654 shares; 2025Q3: 150,485 shares; 2025Q4: 152,616 shares; 2026Q1: 139,973 shares 139,973 $9.12M 0.02% -12,643 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,467 shares; 2024Q4: 74,325 shares; 2025Q1: 65,967 shares; 2025Q2: 109,000 shares; 2025Q3: 174,129 shares; 2025Q4: 180,133 shares; 2026Q1: 177,496 shares 177,496 $9.09M 0.02% -2,637 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,353 shares; 2024Q4: 14,090 shares; 2025Q1: 16,536 shares; 2025Q2: 20,243 shares; 2025Q3: 19,051 shares; 2025Q4: 588,252 shares; 2026Q1: 484,372 shares 484,372 $9.06M 0.02% -103,880 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 58 shares; 2025Q4: 52,416 shares; 2026Q1: 57,359 shares 57,359 $9.05M 0.02% +4,943 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: 68,535 shares; 2025Q1: 38,811 shares; 2025Q2: 152,859 shares; 2025Q3: 156,234 shares; 2025Q4: 91,229 shares; 2026Q1: 130,135 shares 130,135 $9.02M 0.02% +38,906 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,893 shares; 2025Q2: 54,886 shares; 2025Q3: 32,469 shares; 2025Q4: 171,128 shares; 2026Q1: 181,789 shares 181,789 $9.01M 0.02% +10,661 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,588 shares; 2024Q4: 603,997 shares; 2025Q1: 527,403 shares; 2025Q2: 504,753 shares; 2025Q3: 313,149 shares; 2025Q4: 199,825 shares; 2026Q1: 848,764 shares 848,764 $9.01M 0.02% +648,939 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,012 shares; 2024Q4: 65,248 shares; 2025Q1: 73,188 shares; 2025Q2: 80,427 shares; 2025Q3: 79,998 shares; 2025Q4: 177,231 shares; 2026Q1: 200,999 shares 200,999 $8.97M 0.02% +23,768 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,274 shares; 2024Q4: 21,001 shares; 2025Q1: 20,959 shares; 2025Q2: 26,401 shares; 2025Q3: 23,186 shares; 2025Q4: 41,723 shares; 2026Q1: 45,248 shares 45,248 $8.93M 0.02% +3,525 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: 30,128 shares; 2024Q4: 28,012 shares; 2025Q1: 23,894 shares; 2025Q2: 28,123 shares; 2025Q3: 30,272 shares; 2025Q4: 33,405 shares; 2026Q1: 30,002 shares 30,002 $8.89M 0.02% -3,403 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,349 shares; 2025Q2: 133,092 shares; 2025Q3: 118,590 shares; 2025Q4: 100,265 shares; 2026Q1: 104,931 shares 104,931 $8.88M 0.02% +4,666 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: 188,667 shares; 2024Q4: 188,444 shares; 2025Q1: 190,712 shares; 2025Q2: 171,285 shares; 2025Q3: 184,244 shares; 2025Q4: 193,497 shares; 2026Q1: 162,090 shares 162,090 $8.85M 0.02% -31,407 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,307 shares; 2024Q4: 66,518 shares; 2025Q1: 68,842 shares; 2025Q2: 69,248 shares; 2025Q3: 80,414 shares; 2025Q4: 55,137 shares; 2026Q1: 70,884 shares 70,884 $8.85M 0.02% +15,747 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,964 shares; 2024Q4: 29,576 shares; 2025Q1: 22,581 shares; 2025Q2: 159,258 shares; 2025Q3: 172,048 shares; 2025Q4: 181,634 shares; 2026Q1: 176,195 shares 176,195 $8.8M 0.02% -5,439 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 202,261 shares; 2026Q1: 206,772 shares 206,772 $8.8M 0.02% +4,511 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: 84,147 shares; 2024Q4: 88,159 shares; 2025Q1: 120,376 shares; 2025Q2: 137,597 shares; 2025Q3: 158,635 shares; 2025Q4: 187,824 shares; 2026Q1: 189,649 shares 189,649 $8.8M 0.02% +1,825 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,381 shares; 2024Q4: 146,995 shares; 2025Q1: 146,547 shares; 2025Q2: 144,025 shares; 2025Q3: 136,764 shares; 2025Q4: 133,117 shares; 2026Q1: 126,010 shares 126,010 $8.78M 0.02% -7,107 Timeline BUFY 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: 414,272 shares; 2026Q1: 392,024 shares 392,024 $8.77M 0.02% -22,248 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,258 shares; 2024Q4: 138,237 shares; 2025Q1: 151,381 shares; 2025Q2: 157,942 shares; 2025Q3: 179,469 shares; 2025Q4: 188,557 shares; 2026Q1: 173,924 shares 173,924 $8.77M 0.02% -14,633 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,584 shares; 2025Q4: 57,694 shares; 2026Q1: 60,057 shares 60,057 $8.76M 0.02% +2,363 Timeline FTSM 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: 129,509 shares; 2024Q4: 147,490 shares; 2025Q1: 139,673 shares; 2025Q2: 155,331 shares; 2025Q3: 133,843 shares; 2025Q4: 204,034 shares; 2026Q1: 146,265 shares 146,265 $8.74M 0.02% -57,769 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: 10,585 shares; 2025Q1: 18,231 shares; 2025Q2: 16,229 shares; 2025Q3: 16,424 shares; 2025Q4: 36,758 shares; 2026Q1: 34,296 shares 34,296 $8.71M 0.02% -2,462 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 235,125 shares 235,125 $8.7M 0.02% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,145 shares; 2024Q4: 174,384 shares; 2025Q1: 242,457 shares; 2025Q2: 835,456 shares; 2025Q3: 929,605 shares; 2025Q4: 606,503 shares; 2026Q1: 953,246 shares 953,246 $8.7M 0.02% +346,743 Timeline SCHB 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: 24,988 shares; 2024Q4: 79,613 shares; 2025Q1: 158,267 shares; 2025Q2: 354,112 shares; 2025Q3: 357,428 shares; 2025Q4: 352,073 shares; 2026Q1: 343,298 shares 343,298 $8.62M 0.02% -8,775 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,812 shares; 2024Q4: 45,266 shares; 2025Q1: 46,643 shares; 2025Q2: 48,878 shares; 2025Q3: 63,064 shares; 2025Q4: 69,863 shares; 2026Q1: 72,169 shares 72,169 $8.55M 0.02% +2,306 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,393 shares; 2024Q4: 254,835 shares; 2025Q1: 254,853 shares; 2025Q2: 158,132 shares; 2025Q3: 157,497 shares; 2025Q4: 161,929 shares; 2026Q1: 160,386 shares 160,386 $8.51M 0.02% -1,543 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 331,589 shares 331,589 $8.5M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 27,616 shares; 2025Q2: 19,531 shares; 2025Q3: 24,737 shares; 2025Q4: 45,958 shares; 2026Q1: 56,498 shares 56,498 $8.48M 0.02% +10,540 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,610 shares; 2024Q4: 164,798 shares; 2025Q1: 137,381 shares; 2025Q2: 422,156 shares; 2025Q3: 400,616 shares; 2025Q4: 377,673 shares; 2026Q1: 367,891 shares 367,891 $8.45M 0.01% -9,782 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,763 shares; 2024Q4: 157,822 shares; 2025Q1: 132,862 shares; 2025Q2: 150,203 shares; 2025Q3: 140,249 shares; 2025Q4: 178,281 shares; 2026Q1: 206,667 shares 206,667 $8.44M 0.01% +28,386 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 173,438 shares; 2025Q4: 173,438 shares; 2026Q1: 173,438 shares 173,438 $8.35M 0.01% 0 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,478 shares; 2024Q4: 67,881 shares; 2025Q1: 67,938 shares; 2025Q2: 117,479 shares; 2025Q3: 130,980 shares; 2025Q4: 245,175 shares; 2026Q1: 247,901 shares 247,901 $8.32M 0.01% +2,726 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: 79,793 shares; 2024Q4: 78,668 shares; 2025Q1: 76,595 shares; 2025Q2: 81,366 shares; 2025Q3: 87,138 shares; 2025Q4: 104,213 shares; 2026Q1: 113,560 shares 113,560 $8.31M 0.01% +9,347 Timeline EFAX 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: 97,255 shares; 2024Q4: 97,560 shares; 2025Q1: 97,560 shares; 2025Q2: 97,560 shares; 2025Q3: 97,560 shares; 2025Q4: 166,460 shares; 2026Q1: 166,460 shares 166,460 $8.28M 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING 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: 2,929 shares; 2025Q4: 3,327 shares; 2026Q1: 1,955 shares 1,955 $8.24M 0.01% -1,372 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 86,660 shares; 2026Q1: 190,888 shares 190,888 $8.23M 0.01% +104,228 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,917 shares; 2024Q4: 157,993 shares; 2025Q1: 72,903 shares; 2025Q2: 54,616 shares; 2025Q3: 69,680 shares; 2025Q4: 67,640 shares; 2026Q1: 64,604 shares 64,604 $8.22M 0.01% -3,036 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,195 shares; 2025Q4: 2,684 shares; 2026Q1: 95,452 shares 95,452 $8.21M 0.01% +92,768 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,056 shares; 2025Q4: 7,095 shares; 2026Q1: 238,338 shares 238,338 $8.21M 0.01% +231,243 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: 2,314 shares; 2025Q4: 94,830 shares; 2026Q1: 114,958 shares 114,958 $8.19M 0.01% +20,128 Timeline FDVV 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: 141,996 shares; 2025Q2: 143,911 shares; 2025Q3: 145,919 shares; 2025Q4: 147,857 shares; 2026Q1: 148,070 shares 148,070 $8.18M 0.01% +213 Timeline PGX 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: 502,173 shares; 2024Q4: 520,306 shares; 2025Q1: 862,074 shares; 2025Q2: 519,399 shares; 2025Q3: 813,910 shares; 2025Q4: 758,057 shares; 2026Q1: 751,277 shares 751,277 $8.17M 0.01% -6,780 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,017 shares; 2024Q4: 132,186 shares; 2025Q1: 135,834 shares; 2025Q2: 137,401 shares; 2025Q3: 133,320 shares; 2025Q4: 137,217 shares; 2026Q1: 135,448 shares 135,448 $8.14M 0.01% -1,769 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: 1,388,430 shares; 2024Q4: 1,338,737 shares; 2025Q1: 1,255,756 shares; 2025Q2: 1,292,277 shares; 2025Q3: 1,235,252 shares; 2025Q4: 1,295,650 shares; 2026Q1: 1,583,147 shares 1,583,147 $8.07M 0.01% +287,497 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777,274 shares; 2025Q1: 755,712 shares; 2025Q2: 1,090,860 shares; 2025Q3: 1,761,501 shares; 2025Q4: 831,774 shares; 2026Q1: 849,113 shares 849,113 $8.07M 0.01% +17,339 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,133 shares; 2024Q4: 45,680 shares; 2025Q1: 39,284 shares; 2025Q2: 55,940 shares; 2025Q3: 57,685 shares; 2025Q4: 85,514 shares; 2026Q1: 80,495 shares 80,495 $8.06M 0.01% -5,019 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,134 shares; 2024Q4: 93,728 shares; 2025Q1: 92,136 shares; 2025Q2: 93,495 shares; 2025Q3: 106,951 shares; 2025Q4: 103,362 shares; 2026Q1: 97,599 shares 97,599 $8.05M 0.01% -5,763 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,810 shares; 2024Q4: 54,055 shares; 2025Q1: 39,560 shares; 2025Q2: 33,627 shares; 2025Q3: 39,515 shares; 2025Q4: 33,477 shares; 2026Q1: 43,831 shares 43,831 $8.02M 0.01% +10,354 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: not reported; 2025Q3: not reported; 2025Q4: 63,110 shares; 2026Q1: 253,210 shares 253,210 $7.99M 0.01% +190,100 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,517 shares; 2024Q4: 285,472 shares; 2025Q1: 383,389 shares; 2025Q2: 366,130 shares; 2025Q3: 354,341 shares; 2025Q4: 483,946 shares; 2026Q1: 464,078 shares 464,078 $7.96M 0.01% -19,868 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 17,507 shares; 2025Q1: 20,357 shares; 2025Q2: 21,427 shares; 2025Q3: 21,124 shares; 2025Q4: 22,019 shares; 2026Q1: 21,905 shares 21,905 $7.96M 0.01% -114 Timeline DSMC 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: 172,651 shares; 2024Q4: 180,742 shares; 2025Q1: 196,478 shares; 2025Q2: 199,979 shares; 2025Q3: 210,451 shares; 2025Q4: 212,011 shares; 2026Q1: 211,962 shares 211,962 $7.93M 0.01% -49 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,037 shares; 2024Q4: 48,774 shares; 2025Q1: 128,715 shares; 2025Q2: 147,119 shares; 2025Q3: 201,464 shares; 2025Q4: 224,729 shares; 2026Q1: 309,334 shares 309,334 $7.9M 0.01% +84,605 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: 87,610 shares; 2024Q4: 76,913 shares; 2025Q1: 76,818 shares; 2025Q2: 81,837 shares; 2025Q3: 72,525 shares; 2025Q4: 60,652 shares; 2026Q1: 62,497 shares 62,497 $7.89M 0.01% +1,845 Timeline PPA 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: 10,276 shares; 2024Q4: 15,984 shares; 2025Q1: 16,625 shares; 2025Q2: 19,553 shares; 2025Q3: 15,185 shares; 2025Q4: 44,007 shares; 2026Q1: 47,574 shares 47,574 $7.88M 0.01% +3,567 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,782 shares; 2024Q4: 103,350 shares; 2025Q1: 103,773 shares; 2025Q2: 98,536 shares; 2025Q3: 98,634 shares; 2025Q4: 101,394 shares; 2026Q1: 132,072 shares 132,072 $7.8M 0.01% +30,678 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: not reported; 2024Q4: not reported; 2025Q1: 19,557 shares; 2025Q2: 22,039 shares; 2025Q3: 25,123 shares; 2025Q4: 26,053 shares; 2026Q1: 28,174 shares 28,174 $7.78M 0.01% +2,121 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,749 shares; 2024Q4: 12,296 shares; 2025Q1: 15,576 shares; 2025Q2: 21,007 shares; 2025Q3: 22,126 shares; 2025Q4: 45,510 shares; 2026Q1: 43,583 shares 43,583 $7.77M 0.01% -1,927 Timeline CRVL CORVEL CORP More: the full row for CORVEL 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: 344 shares; 2025Q4: 574 shares; 2026Q1: 141,887 shares 141,887 $7.75M 0.01% +141,313 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,172 shares; 2024Q4: 216,078 shares; 2025Q1: 224,240 shares; 2025Q2: 245,926 shares; 2025Q3: 288,877 shares; 2025Q4: 200,954 shares; 2026Q1: 65,189 shares 65,189 $7.7M 0.01% -135,765 Timeline BBJP 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: 34,274 shares; 2024Q4: 20,456 shares; 2025Q1: 19,697 shares; 2025Q2: 20,955 shares; 2025Q3: 21,122 shares; 2025Q4: 132,276 shares; 2026Q1: 110,900 shares 110,900 $7.64M 0.01% -21,376 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,104 shares; 2024Q4: 362,515 shares; 2025Q1: 348,535 shares; 2025Q2: 348,237 shares; 2025Q3: 369,769 shares; 2025Q4: 353,936 shares; 2026Q1: 354,640 shares 354,640 $7.62M 0.01% +704 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192,820 shares 192,820 $7.57M 0.01% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,138 shares; 2024Q4: 105,073 shares; 2025Q1: 111,278 shares; 2025Q2: 120,528 shares; 2025Q3: 125,341 shares; 2025Q4: 133,798 shares; 2026Q1: 135,468 shares 135,468 $7.54M 0.01% +1,670 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,955 shares; 2025Q4: 242,069 shares; 2026Q1: 400,354 shares 400,354 $7.54M 0.01% +158,285 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: 71,840 shares; 2024Q4: 76,642 shares; 2025Q1: 101,413 shares; 2025Q2: 68,975 shares; 2025Q3: 58,660 shares; 2025Q4: 52,401 shares; 2026Q1: 54,906 shares 54,906 $7.53M 0.01% +2,505 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,176 shares; 2024Q4: 43,303 shares; 2025Q1: 49,469 shares; 2025Q2: 57,834 shares; 2025Q3: 67,332 shares; 2025Q4: 65,478 shares; 2026Q1: 63,338 shares 63,338 $7.49M 0.01% -2,140 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS 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: 8,071 shares; 2025Q4: 228,186 shares; 2026Q1: 298,400 shares 298,400 $7.46M 0.01% +70,214 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,333 shares; 2024Q4: 161,198 shares; 2025Q1: 160,353 shares; 2025Q2: 157,966 shares; 2025Q3: 159,243 shares; 2025Q4: 199,129 shares; 2026Q1: 212,200 shares 212,200 $7.46M 0.01% +13,071 Timeline GRID 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: 16,493 shares; 2025Q4: 42,870 shares; 2026Q1: 45,579 shares 45,579 $7.46M 0.01% +2,709 Timeline SKYY 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: 55,091 shares; 2024Q4: 63,422 shares; 2025Q1: 62,105 shares; 2025Q2: 62,874 shares; 2025Q3: 65,733 shares; 2025Q4: 72,163 shares; 2026Q1: 68,155 shares 68,155 $7.45M 0.01% -4,008 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,395 shares; 2025Q4: 117,276 shares; 2026Q1: 129,907 shares 129,907 $7.45M 0.01% +12,631 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: 13,247 shares; 2024Q4: 12,918 shares; 2025Q1: 12,688 shares; 2025Q2: 39,644 shares; 2025Q3: 44,041 shares; 2025Q4: 44,615 shares; 2026Q1: 64,791 shares 64,791 $7.45M 0.01% +20,176 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,624 shares; 2024Q4: 40,671 shares; 2025Q1: 41,323 shares; 2025Q2: 46,244 shares; 2025Q3: 49,900 shares; 2025Q4: 118,665 shares; 2026Q1: 54,977 shares 54,977 $7.43M 0.01% -63,688 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,710 shares; 2024Q4: 148,427 shares; 2025Q1: 147,089 shares; 2025Q2: 167,314 shares; 2025Q3: 164,362 shares; 2025Q4: 168,285 shares; 2026Q1: 163,827 shares 163,827 $7.42M 0.01% -4,458 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,142 shares; 2024Q4: 512,348 shares; 2025Q1: 63,559 shares; 2025Q2: 105,641 shares; 2025Q3: 273,069 shares; 2025Q4: 263,856 shares; 2026Q1: 189,336 shares 189,336 $7.38M 0.01% -74,520 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,833 shares; 2024Q4: 163,345 shares; 2025Q1: 126,835 shares; 2025Q2: 153,007 shares; 2025Q3: 182,824 shares; 2025Q4: 194,313 shares; 2026Q1: 225,349 shares 225,349 $7.21M 0.01% +31,036 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,942 shares; 2024Q4: 32,362 shares; 2025Q1: 32,412 shares; 2025Q2: 75,439 shares; 2025Q3: 92,159 shares; 2025Q4: 98,507 shares; 2026Q1: 96,490 shares 96,490 $7.2M 0.01% -2,017 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,485 shares; 2024Q4: 144,122 shares; 2025Q1: 161,730 shares; 2025Q2: 155,629 shares; 2025Q3: 163,661 shares; 2025Q4: 165,425 shares; 2026Q1: 199,276 shares 199,276 $7.2M 0.01% +33,851 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,051 shares; 2024Q4: 134,301 shares; 2025Q1: 140,819 shares; 2025Q2: 114,073 shares; 2025Q3: 71,065 shares; 2025Q4: 66,495 shares; 2026Q1: 62,968 shares 62,968 $7.19M 0.01% -3,527 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675,089 shares; 2024Q4: 674,806 shares; 2025Q1: 672,594 shares; 2025Q2: 646,751 shares; 2025Q3: 645,426 shares; 2025Q4: 632,100 shares; 2026Q1: 168,096 shares 168,096 $7.14M 0.01% -464,004 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: 359,229 shares; 2024Q4: 335,831 shares; 2025Q1: 247,479 shares; 2025Q2: 80,420 shares; 2025Q3: 77,108 shares; 2025Q4: 116,248 shares; 2026Q1: 128,795 shares 128,795 $7.11M 0.01% +12,547 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: 44,288 shares; 2024Q4: 42,593 shares; 2025Q1: 53,772 shares; 2025Q2: 88,164 shares; 2025Q3: 101,223 shares; 2025Q4: 104,689 shares; 2026Q1: 105,109 shares 105,109 $7.1M 0.01% +420 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 5,974 shares; 2025Q4: 42,919 shares; 2026Q1: 192,890 shares 192,890 $7.09M 0.01% +149,971 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,269 shares; 2024Q4: 43,541 shares; 2025Q1: 49,056 shares; 2025Q2: 51,151 shares; 2025Q3: 54,627 shares; 2025Q4: 67,548 shares; 2026Q1: 73,402 shares 73,402 $7.08M 0.01% +5,854 Timeline DIVO 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: 32,381 shares; 2024Q4: 35,389 shares; 2025Q1: 73,189 shares; 2025Q2: 81,354 shares; 2025Q3: 100,372 shares; 2025Q4: 139,257 shares; 2026Q1: 157,080 shares 157,080 $7.05M 0.01% +17,823 Timeline HEQT 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: not reported; 2025Q4: 59,033 shares; 2026Q1: 223,592 shares 223,592 $7.04M 0.01% +164,559 Timeline SPSM 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: 262,742 shares; 2024Q4: 246,904 shares; 2025Q1: 249,918 shares; 2025Q2: 163,036 shares; 2025Q3: 152,443 shares; 2025Q4: 120,095 shares; 2026Q1: 145,680 shares 145,680 $7.04M 0.01% +25,585 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,763 shares; 2025Q1: 239,764 shares; 2025Q2: 230,755 shares; 2025Q3: 226,917 shares; 2025Q4: 226,549 shares; 2026Q1: 176,537 shares 176,537 $7.03M 0.01% -50,012 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 22,265 shares; 2025Q1: 17,764 shares; 2025Q2: 18,849 shares; 2025Q3: 14,253 shares; 2025Q4: 25,934 shares; 2026Q1: 25,786 shares 25,786 $7.02M 0.01% -148 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: 181,086 shares; 2026Q1: 132,503 shares 132,503 $7M 0.01% -48,583 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,326 shares; 2025Q3: 47,455 shares; 2025Q4: 108,305 shares; 2026Q1: 120,736 shares 120,736 $7M 0.01% +12,431 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,307 shares; 2024Q4: 70,090 shares; 2025Q1: 43,207 shares; 2025Q2: 30,257 shares; 2025Q3: 29,455 shares; 2025Q4: 30,109 shares; 2026Q1: 123,112 shares 123,112 $6.97M 0.01% +93,003 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,974 shares; 2024Q4: 96,936 shares; 2025Q1: 169,267 shares; 2025Q2: 168,765 shares; 2025Q3: 160,446 shares; 2025Q4: 169,122 shares; 2026Q1: 262,346 shares 262,346 $6.95M 0.01% +93,224 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS 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: 379,157 shares; 2025Q3: 745,958 shares; 2025Q4: 557,866 shares; 2026Q1: 587,636 shares 587,636 $6.95M 0.01% +29,770 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,011 shares; 2025Q1: 53,173 shares; 2025Q2: 26,789 shares; 2025Q3: 18,565 shares; 2025Q4: 37,051 shares; 2026Q1: 34,190 shares 34,190 $6.94M 0.01% -2,861 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: 11,486 shares; 2024Q4: 12,130 shares; 2025Q1: 12,100 shares; 2025Q2: 13,649 shares; 2025Q3: 12,265 shares; 2025Q4: 13,496 shares; 2026Q1: 15,889 shares 15,889 $6.93M 0.01% +2,393 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,919 shares; 2025Q1: 10,906 shares; 2025Q2: 22,927 shares; 2025Q3: 102,909 shares; 2025Q4: 158,378 shares; 2026Q1: 211,239 shares 211,239 $6.92M 0.01% +52,861 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,582 shares; 2025Q2: 92,390 shares; 2025Q3: 95,594 shares; 2025Q4: 108,810 shares; 2026Q1: 96,361 shares 96,361 $6.85M 0.01% -12,449 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,879 shares; 2024Q4: 378,795 shares; 2025Q1: 426,128 shares; 2025Q2: 406,568 shares; 2025Q3: 447,113 shares; 2025Q4: 271,022 shares; 2026Q1: 96,095 shares 96,095 $6.84M 0.01% -174,927 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: 74,278 shares; 2024Q4: 75,713 shares; 2025Q1: 74,005 shares; 2025Q2: 64,973 shares; 2025Q3: 64,954 shares; 2025Q4: 78,388 shares; 2026Q1: 89,459 shares 89,459 $6.83M 0.01% +11,071 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,239 shares; 2025Q3: 34,054 shares; 2025Q4: 66,623 shares; 2026Q1: 88,106 shares 88,106 $6.83M 0.01% +21,483 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: 13,506 shares; 2024Q4: 14,092 shares; 2025Q1: 20,307 shares; 2025Q2: 26,549 shares; 2025Q3: 46,343 shares; 2025Q4: 72,210 shares; 2026Q1: 63,037 shares 63,037 $6.76M 0.01% -9,173 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,959 shares; 2024Q4: 523,375 shares; 2025Q1: 617,817 shares; 2025Q2: 620,474 shares; 2025Q3: 604,495 shares; 2025Q4: 595,810 shares; 2026Q1: 590,310 shares 590,310 $6.75M 0.01% -5,500 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,006 shares; 2024Q4: 27,391 shares; 2025Q1: 27,085 shares; 2025Q2: 26,997 shares; 2025Q3: 25,854 shares; 2025Q4: 29,512 shares; 2026Q1: 46,081 shares 46,081 $6.74M 0.01% +16,569 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: 13,183 shares; 2024Q4: 86,726 shares; 2025Q1: 79,722 shares; 2025Q2: 50,361 shares; 2025Q3: 42,544 shares; 2025Q4: 11,000 shares; 2026Q1: 9,871 shares 9,871 $6.72M 0.01% -1,129 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,739 shares; 2025Q4: 263,179 shares; 2026Q1: 247,569 shares 247,569 $6.72M 0.01% -15,610 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,154 shares; 2025Q4: 162,844 shares; 2026Q1: 281,519 shares 281,519 $6.72M 0.01% +118,675 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: 17,750 shares; 2024Q4: 17,799 shares; 2025Q1: 27,785 shares; 2025Q2: 28,709 shares; 2025Q3: 28,219 shares; 2025Q4: 29,873 shares; 2026Q1: 30,773 shares 30,773 $6.67M 0.01% +900 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,909 shares; 2024Q4: 30,801 shares; 2025Q1: 30,479 shares; 2025Q2: 45,026 shares; 2025Q3: 43,160 shares; 2025Q4: 43,685 shares; 2026Q1: 36,996 shares 36,996 $6.64M 0.01% -6,689 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,877 shares; 2024Q4: 132,211 shares; 2025Q1: 165,805 shares; 2025Q2: 88,606 shares; 2025Q3: 151,931 shares; 2025Q4: 61,543 shares; 2026Q1: 46,457 shares 46,457 $6.64M 0.01% -15,086 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 15,760 shares; 2025Q1: 126,357 shares; 2025Q2: 124,595 shares; 2025Q3: 125,141 shares; 2025Q4: 128,294 shares; 2026Q1: 138,695 shares 138,695 $6.59M 0.01% +10,401 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: 125,533 shares; 2024Q4: 111,472 shares; 2025Q1: 110,581 shares; 2025Q2: 156,542 shares; 2025Q3: 158,407 shares; 2025Q4: 191,318 shares; 2026Q1: 378,523 shares 378,523 $6.56M 0.01% +187,205 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: 6,805 shares; 2025Q4: 55,449 shares; 2026Q1: 110,253 shares 110,253 $6.54M 0.01% +54,804 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,449 shares; 2024Q4: 48,502 shares; 2025Q1: 48,165 shares; 2025Q2: 207,071 shares; 2025Q3: 214,012 shares; 2025Q4: 217,454 shares; 2026Q1: 98,849 shares 98,849 $6.53M 0.01% -118,605 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: 29,731 shares; 2024Q4: 32,786 shares; 2025Q1: 30,277 shares; 2025Q2: 25,307 shares; 2025Q3: 23,831 shares; 2025Q4: 57,711 shares; 2026Q1: 115,598 shares 115,598 $6.53M 0.01% +57,887 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: 23,945 shares; 2024Q4: 30,385 shares; 2025Q1: 26,186 shares; 2025Q2: 29,593 shares; 2025Q3: 159,696 shares; 2025Q4: 197,759 shares; 2026Q1: 226,688 shares 226,688 $6.5M 0.01% +28,929 Timeline QQQM 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: 20,992 shares; 2025Q4: 25,501 shares; 2026Q1: 27,215 shares 27,215 $6.47M 0.01% +1,714 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,772 shares; 2024Q4: 251,096 shares; 2025Q1: 420,714 shares; 2025Q2: 355,217 shares; 2025Q3: 354,812 shares; 2025Q4: 438,598 shares; 2026Q1: 418,966 shares 418,966 $6.46M 0.01% -19,632 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: 12,805 shares; 2024Q4: 14,071 shares; 2025Q1: 16,398 shares; 2025Q2: 20,831 shares; 2025Q3: 23,574 shares; 2025Q4: 40,652 shares; 2026Q1: 81,530 shares 81,530 $6.45M 0.01% +40,878 Timeline STN STANTEC INC More: the full row for STANTEC 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: 86,233 shares; 2025Q3: 85,355 shares; 2025Q4: 78,047 shares; 2026Q1: 74,383 shares 74,383 $6.42M 0.01% -3,664 Timeline QGRO 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: 20,145 shares; 2024Q4: 23,188 shares; 2025Q1: 23,913 shares; 2025Q2: 28,086 shares; 2025Q3: 42,552 shares; 2025Q4: 59,966 shares; 2026Q1: 61,049 shares 61,049 $6.41M 0.01% +1,083 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,611 shares; 2024Q4: 10,147 shares; 2025Q1: 10,729 shares; 2025Q2: 11,811 shares; 2025Q3: 16,482 shares; 2025Q4: 27,131 shares; 2026Q1: 131,027 shares 131,027 $6.38M 0.01% +103,896 Timeline VTHR 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: 15,149 shares; 2024Q4: 15,153 shares; 2025Q1: 15,149 shares; 2025Q2: 15,292 shares; 2025Q3: 15,304 shares; 2025Q4: 15,304 shares; 2026Q1: 22,189 shares 22,189 $6.38M 0.01% +6,885 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: 205,519 shares; 2025Q2: 85,964 shares; 2025Q3: 98,653 shares; 2025Q4: 39,474 shares; 2026Q1: 61,139 shares 61,139 $6.34M 0.01% +21,665 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,521 shares; 2024Q4: 211,706 shares; 2025Q1: 234,722 shares; 2025Q2: 211,651 shares; 2025Q3: 233,655 shares; 2025Q4: 234,728 shares; 2026Q1: 233,863 shares 233,863 $6.34M 0.01% -865 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,747 shares; 2024Q4: 32,381 shares; 2025Q1: 44,937 shares; 2025Q2: 44,793 shares; 2025Q3: 40,315 shares; 2025Q4: 56,435 shares; 2026Q1: 56,847 shares 56,847 $6.33M 0.01% +412 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,967 shares; 2024Q4: 109,405 shares; 2025Q1: 111,236 shares; 2025Q2: 109,477 shares; 2025Q3: 107,979 shares; 2025Q4: 128,334 shares; 2026Q1: 133,046 shares 133,046 $6.32M 0.01% +4,712 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,508 shares; 2024Q4: 126,697 shares; 2025Q1: 132,611 shares; 2025Q2: 155,766 shares; 2025Q3: 142,163 shares; 2025Q4: 142,538 shares; 2026Q1: 21,522 shares 21,522 $6.26M 0.01% -121,016 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467,399 shares; 2024Q4: 2,447,721 shares; 2025Q1: 2,408,764 shares; 2025Q2: 2,794,325 shares; 2025Q3: 2,584,925 shares; 2025Q4: 2,725,276 shares; 2026Q1: 576,647 shares 576,647 $6.24M 0.01% -2,148,629 Timeline NCNO NCINO INC More: the full row for NCINO 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: 230,650 shares; 2025Q4: 383,812 shares; 2026Q1: 415,774 shares 415,774 $6.23M 0.01% +31,962 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,686 shares; 2025Q3: 41,549 shares; 2025Q4: 42,874 shares; 2026Q1: 97,188 shares 97,188 $6.22M 0.01% +54,314 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 562 shares; 2026Q1: 96,590 shares 96,590 $6.2M 0.01% +96,028 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,479 shares; 2024Q4: 179,140 shares; 2025Q1: 155,836 shares; 2025Q2: 155,793 shares; 2025Q3: 161,547 shares; 2025Q4: 163,510 shares; 2026Q1: 168,601 shares 168,601 $6.2M 0.01% +5,091 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: 98,238 shares; 2024Q4: 196,185 shares; 2025Q1: 194,874 shares; 2025Q2: 195,239 shares; 2025Q3: 207,515 shares; 2025Q4: 207,609 shares; 2026Q1: 213,078 shares 213,078 $6.2M 0.01% +5,469 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,834 shares; 2024Q4: 64,902 shares; 2025Q1: 76,069 shares; 2025Q2: 176,984 shares; 2025Q3: 243,420 shares; 2025Q4: 165,989 shares; 2026Q1: 127,903 shares 127,903 $6.17M 0.01% -38,086 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: 46,251 shares; 2024Q4: 39,822 shares; 2025Q1: 38,575 shares; 2025Q2: 51,745 shares; 2025Q3: 43,592 shares; 2025Q4: 42,559 shares; 2026Q1: 54,134 shares 54,134 $6.13M 0.01% +11,575 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,630 shares; 2024Q4: 32,601 shares; 2025Q1: 31,896 shares; 2025Q2: 28,798 shares; 2025Q3: 25,224 shares; 2025Q4: 49,351 shares; 2026Q1: 50,989 shares 50,989 $6.12M 0.01% +1,638 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 2,403 shares; 2025Q4: 2,213 shares; 2026Q1: 79,234 shares 79,234 $6.11M 0.01% +77,021 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,921 shares; 2024Q4: 39,038 shares; 2025Q1: 40,664 shares; 2025Q2: 52,498 shares; 2025Q3: 57,319 shares; 2025Q4: 65,720 shares; 2026Q1: 65,224 shares 65,224 $6.11M 0.01% -496 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: 174,652 shares; 2024Q4: 185,220 shares; 2025Q1: 259,449 shares; 2025Q2: 264,684 shares; 2025Q3: 256,351 shares; 2025Q4: 49,366 shares; 2026Q1: 49,477 shares 49,477 $6.1M 0.01% +111 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,565 shares; 2024Q4: 146,081 shares; 2025Q1: 152,538 shares; 2025Q2: 149,819 shares; 2025Q3: 147,132 shares; 2025Q4: 142,164 shares; 2026Q1: 98,232 shares 98,232 $6.08M 0.01% -43,932 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,725 shares; 2026Q1: 206,541 shares 206,541 $6.06M 0.01% +141,816 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,565 shares; 2025Q2: 12,300 shares; 2025Q3: 11,188 shares; 2025Q4: 11,452 shares; 2026Q1: 38,161 shares 38,161 $6.04M 0.01% +26,709 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,149 shares; 2024Q4: 37,564 shares; 2025Q1: 40,281 shares; 2025Q2: 39,597 shares; 2025Q3: 39,163 shares; 2025Q4: 48,050 shares; 2026Q1: 47,817 shares 47,817 $6.02M 0.01% -233 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: 1,567 shares; 2026Q1: 3,144 shares 3,144 $6.02M 0.01% +1,577 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: 36,512 shares; 2024Q4: 32,678 shares; 2025Q1: 35,539 shares; 2025Q2: 27,532 shares; 2025Q3: 28,785 shares; 2025Q4: 23,529 shares; 2026Q1: 23,684 shares 23,684 $5.94M 0.01% +155 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,708 shares; 2025Q4: 72,915 shares; 2026Q1: 79,289 shares 79,289 $5.91M 0.01% +6,374 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,369 shares; 2024Q4: 483,195 shares; 2025Q1: 481,998 shares; 2025Q2: 489,888 shares; 2025Q3: 462,840 shares; 2025Q4: 429,375 shares; 2026Q1: 418,019 shares 418,019 $5.91M 0.01% -11,356 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,385 shares; 2024Q4: 45,759 shares; 2025Q1: 46,757 shares; 2025Q2: 62,648 shares; 2025Q3: 54,912 shares; 2025Q4: 77,349 shares; 2026Q1: 70,522 shares 70,522 $5.9M 0.01% -6,827 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,716 shares; 2024Q4: 141,216 shares; 2025Q1: 189,144 shares; 2025Q2: 198,688 shares; 2025Q3: 227,594 shares; 2025Q4: 256,666 shares; 2026Q1: 256,623 shares 256,623 $5.89M 0.01% -43 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 16,873 shares; 2025Q1: 16,057 shares; 2025Q2: 16,590 shares; 2025Q3: 16,354 shares; 2025Q4: 17,684 shares; 2026Q1: 16,403 shares 16,403 $5.89M 0.01% -1,281 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: 23,531 shares; 2024Q4: 31,644 shares; 2025Q1: 39,579 shares; 2025Q2: 48,442 shares; 2025Q3: 64,298 shares; 2025Q4: 77,000 shares; 2026Q1: 82,558 shares 82,558 $5.85M 0.01% +5,558 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: 145,874 shares; 2024Q4: 188,385 shares; 2025Q1: 182,290 shares; 2025Q2: 182,918 shares; 2025Q3: 198,084 shares; 2025Q4: 235,810 shares; 2026Q1: 306,457 shares 306,457 $5.82M 0.01% +70,647 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,810 shares; 2025Q1: 11,035 shares; 2025Q2: 10,894 shares; 2025Q3: 11,382 shares; 2025Q4: 12,237 shares; 2026Q1: 16,524 shares 16,524 $5.8M 0.01% +4,287 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,700 shares; 2024Q4: 199,720 shares; 2025Q1: 199,683 shares; 2025Q2: 190,037 shares; 2025Q3: 216,681 shares; 2025Q4: 203,937 shares; 2026Q1: 218,488 shares 218,488 $5.79M 0.01% +14,551 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS 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: 343,783 shares; 2025Q4: 129,469 shares; 2026Q1: 164,520 shares 164,520 $5.77M 0.01% +35,051 Timeline SPTS 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: 226,217 shares; 2024Q4: 229,368 shares; 2025Q1: 228,756 shares; 2025Q2: 239,260 shares; 2025Q3: 40,329 shares; 2025Q4: 234,546 shares; 2026Q1: 197,829 shares 197,829 $5.77M 0.01% -36,717 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,380 shares; 2024Q4: 152,153 shares; 2025Q1: 172,266 shares; 2025Q2: 160,268 shares; 2025Q3: 169,082 shares; 2025Q4: 190,005 shares; 2026Q1: 221,380 shares 221,380 $5.77M 0.01% +31,375 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 263 shares; 2026Q1: 151,712 shares 151,712 $5.77M 0.01% +151,449 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,490 shares; 2025Q3: 60,699 shares; 2025Q4: 117,545 shares; 2026Q1: 136,070 shares 136,070 $5.76M 0.01% +18,525 Timeline CGCB 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: 124,044 shares; 2024Q4: 157,608 shares; 2025Q1: 192,232 shares; 2025Q2: 189,609 shares; 2025Q3: 158,740 shares; 2025Q4: 208,343 shares; 2026Q1: 219,419 shares 219,419 $5.76M 0.01% +11,076 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,159 shares; 2024Q4: 96,583 shares; 2025Q1: 97,678 shares; 2025Q2: 97,613 shares; 2025Q3: 100,098 shares; 2025Q4: 120,114 shares; 2026Q1: 135,205 shares 135,205 $5.74M 0.01% +15,091 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: 19,891 shares; 2024Q4: 21,527 shares; 2025Q1: 27,333 shares; 2025Q2: 25,854 shares; 2025Q3: 27,246 shares; 2025Q4: 28,172 shares; 2026Q1: 28,049 shares 28,049 $5.74M 0.01% -123 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,431 shares; 2025Q2: 43,262 shares; 2025Q3: 41,102 shares; 2025Q4: 139,078 shares; 2026Q1: 142,769 shares 142,769 $5.73M 0.01% +3,691 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633,201 shares; 2024Q4: 797,894 shares; 2025Q1: 566,352 shares; 2025Q2: 653,179 shares; 2025Q3: 435,020 shares; 2025Q4: 259,285 shares; 2026Q1: 337,009 shares 337,009 $5.72M 0.01% +77,724 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,713 shares; 2024Q4: 93,542 shares; 2025Q1: 103,387 shares; 2025Q2: 101,460 shares; 2025Q3: 104,019 shares; 2025Q4: 105,888 shares; 2026Q1: 107,521 shares 107,521 $5.71M 0.01% +1,633 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,362 shares; 2024Q4: 33,440 shares; 2025Q1: 37,739 shares; 2025Q2: 40,350 shares; 2025Q3: 39,451 shares; 2025Q4: 40,407 shares; 2026Q1: 36,728 shares 36,728 $5.71M 0.01% -3,679 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: 109,487 shares; 2024Q4: 118,651 shares; 2025Q1: 114,326 shares; 2025Q2: 120,597 shares; 2025Q3: 116,982 shares; 2025Q4: 119,640 shares; 2026Q1: 126,804 shares 126,804 $5.69M 0.01% +7,164 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 10,552 shares; 2025Q3: 7,554 shares; 2025Q4: 8,243 shares; 2026Q1: 17,744 shares 17,744 $5.66M 0.01% +9,501 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,112 shares; 2024Q4: 188,382 shares; 2025Q1: 188,126 shares; 2025Q2: 186,289 shares; 2025Q3: 188,975 shares; 2025Q4: 172,922 shares; 2026Q1: 154,870 shares 154,870 $5.66M 0.01% -18,052 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: 13,724 shares; 2024Q4: 21,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,975 shares; 2025Q4: 8,329 shares; 2026Q1: 12,938 shares 12,938 $5.62M 0.01% +4,609 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,814 shares; 2024Q4: 28,964 shares; 2025Q1: 80,168 shares; 2025Q2: 58,548 shares; 2025Q3: 88,118 shares; 2025Q4: 85,841 shares; 2026Q1: 74,599 shares 74,599 $5.6M 0.01% -11,242 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,599 shares; 2024Q4: 37,251 shares; 2025Q1: 40,029 shares; 2025Q2: 40,202 shares; 2025Q3: 40,055 shares; 2025Q4: 46,614 shares; 2026Q1: 45,937 shares 45,937 $5.6M 0.01% -677 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,437 shares; 2024Q4: 90,826 shares; 2025Q1: 90,982 shares; 2025Q2: 94,188 shares; 2025Q3: 93,998 shares; 2025Q4: 93,793 shares; 2026Q1: 99,351 shares 99,351 $5.58M 0.01% +5,558 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: 46,892 shares; 2024Q4: 55,368 shares; 2025Q1: 59,975 shares; 2025Q2: 78,362 shares; 2025Q3: 62,514 shares; 2025Q4: 73,865 shares; 2026Q1: 70,214 shares 70,214 $5.58M 0.01% -3,651 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,530 shares; 2024Q4: 17,883 shares; 2025Q1: 19,261 shares; 2025Q2: 22,470 shares; 2025Q3: 103,870 shares; 2025Q4: 166,190 shares; 2026Q1: 166,468 shares 166,468 $5.56M 0.01% +278 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,828 shares; 2024Q4: 40,912 shares; 2025Q1: 60,202 shares; 2025Q2: 72,747 shares; 2025Q3: 123,228 shares; 2025Q4: 120,325 shares; 2026Q1: 133,799 shares 133,799 $5.51M 0.01% +13,474 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,446 shares; 2025Q1: not reported; 2025Q2: 14,385 shares; 2025Q3: 12,636 shares; 2025Q4: 13,344 shares; 2026Q1: 39,194 shares 39,194 $5.5M 0.01% +25,850 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,641 shares; 2024Q4: 880,665 shares; 2025Q1: 984,933 shares; 2025Q2: 979,638 shares; 2025Q3: 887,602 shares; 2025Q4: 760,513 shares; 2026Q1: 730,397 shares 730,397 $5.49M 0.01% -30,116 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,142 shares; 2024Q4: 213,094 shares; 2025Q1: 207,783 shares; 2025Q2: 93,689 shares; 2025Q3: 104,542 shares; 2025Q4: 108,430 shares; 2026Q1: 112,216 shares 112,216 $5.47M 0.01% +3,786 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,058 shares; 2024Q4: 195,099 shares; 2025Q1: 191,206 shares; 2025Q2: 188,025 shares; 2025Q3: 201,151 shares; 2025Q4: 198,667 shares; 2026Q1: 199,413 shares 199,413 $5.47M 0.01% +746 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,102 shares; 2024Q4: 127,923 shares; 2025Q1: 127,139 shares; 2025Q2: 126,306 shares; 2025Q3: 125,879 shares; 2025Q4: 197,129 shares; 2026Q1: 203,560 shares 203,560 $5.43M 0.01% +6,431 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,778 shares; 2024Q4: 318,151 shares; 2025Q1: 184,295 shares; 2025Q2: 138,314 shares; 2025Q3: 131,156 shares; 2025Q4: 133,364 shares; 2026Q1: 128,601 shares 128,601 $5.43M 0.01% -4,763 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,900 shares; 2025Q4: 88,296 shares; 2026Q1: 157,617 shares 157,617 $5.42M 0.01% +69,321 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,637 shares; 2024Q4: 56,678 shares; 2025Q1: 59,358 shares; 2025Q2: 72,030 shares; 2025Q3: 81,774 shares; 2025Q4: 89,315 shares; 2026Q1: 119,393 shares 119,393 $5.39M 0.01% +30,078 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,053 shares; 2026Q1: 188,452 shares 188,452 $5.39M 0.01% +94,399 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,135 shares; 2024Q4: 28,319 shares; 2025Q1: 17,144 shares; 2025Q2: 107,286 shares; 2025Q3: 105,216 shares; 2025Q4: 29,322 shares; 2026Q1: 27,266 shares 27,266 $5.34M 0.01% -2,056 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 27,038 shares; 2025Q1: 27,776 shares; 2025Q2: 54,568 shares; 2025Q3: 42,411 shares; 2025Q4: 53,792 shares; 2026Q1: 50,614 shares 50,614 $5.32M 0.01% -3,178 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: 15,706 shares; 2024Q4: 18,297 shares; 2025Q1: 26,867 shares; 2025Q2: 27,905 shares; 2025Q3: 25,336 shares; 2025Q4: 29,551 shares; 2026Q1: 25,485 shares 25,485 $5.3M 0.01% -4,066 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,247 shares; 2024Q4: 68,303 shares; 2025Q1: 169,009 shares; 2025Q2: 174,405 shares; 2025Q3: 191,838 shares; 2025Q4: 236,839 shares; 2026Q1: 249,932 shares 249,932 $5.29M 0.01% +13,093 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,595 shares; 2024Q4: 19,390 shares; 2025Q1: 22,611 shares; 2025Q2: 22,632 shares; 2025Q3: 20,967 shares; 2025Q4: 20,420 shares; 2026Q1: 19,386 shares 19,386 $5.25M 0.01% -1,034 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,981 shares; 2025Q1: 61,218 shares; 2025Q2: 107,789 shares; 2025Q3: 108,828 shares; 2025Q4: 110,397 shares; 2026Q1: 116,101 shares 116,101 $5.24M 0.01% +5,704 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,675 shares; 2024Q4: 20,265 shares; 2025Q1: 26,087 shares; 2025Q2: 42,321 shares; 2025Q3: 52,822 shares; 2025Q4: 41,895 shares; 2026Q1: 64,973 shares 64,973 $5.23M 0.01% +23,078 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,468 shares; 2026Q1: 91,771 shares 91,771 $5.23M 0.01% +13,303 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,851 shares; 2024Q4: 130,732 shares; 2025Q1: 141,581 shares; 2025Q2: 132,808 shares; 2025Q3: 142,459 shares; 2025Q4: 144,617 shares; 2026Q1: 145,334 shares 145,334 $5.22M 0.01% +717 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,169 shares; 2024Q4: 52,371 shares; 2025Q1: 56,425 shares; 2025Q2: 81,074 shares; 2025Q3: 31,800 shares; 2025Q4: 25,571 shares; 2026Q1: 25,099 shares 25,099 $5.18M 0.01% -472 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,855 shares; 2025Q4: 82,439 shares; 2026Q1: 83,645 shares 83,645 $5.17M 0.01% +1,206 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,762 shares; 2024Q4: 37,209 shares; 2025Q1: 35,691 shares; 2025Q2: 24,935 shares; 2025Q3: 24,836 shares; 2025Q4: 176,857 shares; 2026Q1: 192,273 shares 192,273 $5.16M 0.01% +15,416 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 15,396 shares; 2025Q1: 15,069 shares; 2025Q2: 16,369 shares; 2025Q3: 34,183 shares; 2025Q4: 39,240 shares; 2026Q1: 39,041 shares 39,041 $5.16M 0.01% -199 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,557 shares; 2024Q4: 32,637 shares; 2025Q1: 32,595 shares; 2025Q2: 33,892 shares; 2025Q3: 33,869 shares; 2025Q4: 34,393 shares; 2026Q1: 31,647 shares 31,647 $5.14M 0.01% -2,746 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,780 shares; 2024Q4: 107,217 shares; 2025Q1: 106,360 shares; 2025Q2: 105,334 shares; 2025Q3: 101,596 shares; 2025Q4: 100,725 shares; 2026Q1: 100,252 shares 100,252 $5.12M 0.01% -473 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: 20,104 shares; 2024Q4: 19,602 shares; 2025Q1: 15,902 shares; 2025Q2: 17,193 shares; 2025Q3: 18,695 shares; 2025Q4: 104,360 shares; 2026Q1: 234,642 shares 234,642 $5.07M 0.01% +130,282 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,852 shares; 2024Q4: 228,722 shares; 2025Q1: 241,983 shares; 2025Q2: 305,106 shares; 2025Q3: 339,500 shares; 2025Q4: 341,768 shares; 2026Q1: 344,840 shares 344,840 $5.07M 0.01% +3,072 Timeline FTSL 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: 72,591 shares; 2024Q4: 76,083 shares; 2025Q1: 86,017 shares; 2025Q2: 96,406 shares; 2025Q3: 106,286 shares; 2025Q4: 115,367 shares; 2026Q1: 112,560 shares 112,560 $5.04M 0.01% -2,807 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,687 shares; 2024Q4: 25,378 shares; 2025Q1: 25,511 shares; 2025Q2: 25,815 shares; 2025Q3: 24,627 shares; 2025Q4: 25,657 shares; 2026Q1: 29,284 shares 29,284 $5.03M 0.01% +3,627 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 75,100 shares; 2026Q1: 149,669 shares 149,669 $5.01M 0.01% +74,569 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,454 shares; 2024Q4: 392,773 shares; 2025Q1: 541,587 shares; 2025Q2: 273,833 shares; 2025Q3: 83,260 shares; 2025Q4: 70,720 shares; 2026Q1: 76,655 shares 76,655 $4.98M 0.01% +5,935 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,223 shares; 2025Q4: 65,797 shares; 2026Q1: 123,497 shares 123,497 $4.98M 0.01% +57,700 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,264 shares; 2024Q4: 55,949 shares; 2025Q1: 55,950 shares; 2025Q2: 53,880 shares; 2025Q3: 54,243 shares; 2025Q4: 54,168 shares; 2026Q1: 54,090 shares 54,090 $4.95M 0.01% -78 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,607 shares; 2024Q4: 23,661 shares; 2025Q1: 20,818 shares; 2025Q2: 24,520 shares; 2025Q3: 29,665 shares; 2025Q4: 29,716 shares; 2026Q1: 31,780 shares 31,780 $4.94M 0.01% +2,064 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,333 shares; 2024Q4: 25,139 shares; 2025Q1: 24,539 shares; 2025Q2: 23,630 shares; 2025Q3: 24,596 shares; 2025Q4: 24,596 shares; 2026Q1: 49,375 shares 49,375 $4.94M 0.01% +24,779 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,713 shares; 2025Q3: 28,222 shares; 2025Q4: 30,903 shares; 2026Q1: 33,769 shares 33,769 $4.92M 0.01% +2,866 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,477 shares; 2024Q4: 226,015 shares; 2025Q1: 227,436 shares; 2025Q2: 232,857 shares; 2025Q3: 225,302 shares; 2025Q4: 229,568 shares; 2026Q1: 244,671 shares 244,671 $4.91M 0.01% +15,103 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,050 shares; 2024Q4: 115,183 shares; 2025Q1: 67,660 shares; 2025Q2: 68,139 shares; 2025Q3: 67,909 shares; 2025Q4: 91,357 shares; 2026Q1: 89,538 shares 89,538 $4.9M 0.01% -1,819 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,341 shares; 2024Q4: 84,681 shares; 2025Q1: 95,336 shares; 2025Q2: 103,591 shares; 2025Q3: 96,631 shares; 2025Q4: 95,770 shares; 2026Q1: 221,159 shares 221,159 $4.9M 0.01% +125,389 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,058 shares; 2024Q4: 47,988 shares; 2025Q1: 47,971 shares; 2025Q2: 68,681 shares; 2025Q3: 332,271 shares; 2025Q4: 428,516 shares; 2026Q1: 447,638 shares 447,638 $4.9M 0.01% +19,122 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,438 shares; 2024Q4: 53,996 shares; 2025Q1: 57,380 shares; 2025Q2: 57,347 shares; 2025Q3: 55,573 shares; 2025Q4: 58,545 shares; 2026Q1: 58,383 shares 58,383 $4.89M 0.01% -162 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 50,540 shares; 2025Q1: 50,113 shares; 2025Q2: 50,041 shares; 2025Q3: 48,863 shares; 2025Q4: 49,671 shares; 2026Q1: 42,501 shares 42,501 $4.88M 0.01% -7,170 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267,545 shares; 2025Q2: 177,550 shares; 2025Q3: 258,127 shares; 2025Q4: 254,330 shares; 2026Q1: 253,296 shares 253,296 $4.87M 0.01% -1,034 NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,186 shares; 2024Q4: 260,419 shares; 2025Q1: 314,682 shares; 2025Q2: 174,387 shares; 2025Q3: 160,524 shares; 2025Q4: 156,334 shares; 2026Q1: 336,528 shares 336,528 $4.84M 0.01% +180,194 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,600 shares; 2025Q1: 52,927 shares; 2025Q2: 58,971 shares; 2025Q3: 58,623 shares; 2025Q4: 80,892 shares; 2026Q1: 89,294 shares 89,294 $4.83M 0.01% +8,402 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: 95,758 shares; 2024Q4: 97,930 shares; 2025Q1: 99,820 shares; 2025Q2: 86,571 shares; 2025Q3: 85,786 shares; 2025Q4: 84,842 shares; 2026Q1: 99,429 shares 99,429 $4.82M 0.01% +14,587 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: 58,339 shares; 2024Q4: 52,097 shares; 2025Q1: 56,054 shares; 2025Q2: 56,618 shares; 2025Q3: 54,523 shares; 2025Q4: 118,661 shares; 2026Q1: 140,076 shares 140,076 $4.77M 0.01% +21,415 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: 27,394 shares; 2024Q4: 30,374 shares; 2025Q1: 37,871 shares; 2025Q2: 88,247 shares; 2025Q3: 85,961 shares; 2025Q4: 52,619 shares; 2026Q1: 51,714 shares 51,714 $4.76M 0.01% -905 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: 197,746 shares; 2024Q4: 192,425 shares; 2025Q1: 219,195 shares; 2025Q2: 217,388 shares; 2025Q3: 209,169 shares; 2025Q4: 206,093 shares; 2026Q1: 193,503 shares 193,503 $4.75M 0.01% -12,590 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,048 shares; 2024Q4: 57,076 shares; 2025Q1: 49,590 shares; 2025Q2: 236,192 shares; 2025Q3: 247,238 shares; 2025Q4: 249,293 shares; 2026Q1: 449,596 shares 449,596 $4.73M 0.01% +200,303 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,070 shares; 2025Q4: 4,623 shares; 2026Q1: 6,716 shares 6,716 $4.72M 0.01% +2,093 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,430 shares; 2024Q4: 155,456 shares; 2025Q1: 130,533 shares; 2025Q2: 164,793 shares; 2025Q3: 210,058 shares; 2025Q4: 235,591 shares; 2026Q1: 428,896 shares 428,896 $4.71M 0.01% +193,305 Timeline FTCB 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: 1,386 shares; 2026Q1: 224,415 shares 224,415 $4.7M 0.01% +223,029 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,901 shares; 2024Q4: 345,966 shares; 2025Q1: 368,779 shares; 2025Q2: 384,549 shares; 2025Q3: 348,576 shares; 2025Q4: 115,756 shares; 2026Q1: 118,793 shares 118,793 $4.7M 0.01% +3,037 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: 22,515 shares; 2024Q4: 22,007 shares; 2025Q1: 27,512 shares; 2025Q2: 44,850 shares; 2025Q3: 42,157 shares; 2025Q4: 93,474 shares; 2026Q1: 92,730 shares 92,730 $4.69M 0.01% -744 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,443 shares; 2024Q4: 158,864 shares; 2025Q1: 186,191 shares; 2025Q2: 188,345 shares; 2025Q3: 203,478 shares; 2025Q4: 186,644 shares; 2026Q1: 210,240 shares 210,240 $4.69M 0.01% +23,596 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,580 shares; 2024Q4: 395,731 shares; 2025Q1: 394,057 shares; 2025Q2: 386,879 shares; 2025Q3: 370,101 shares; 2025Q4: 360,918 shares; 2026Q1: 384,691 shares 384,691 $4.69M 0.01% +23,773 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,529 shares; 2025Q3: 22,565 shares; 2025Q4: 24,063 shares; 2026Q1: 219,295 shares 219,295 $4.68M 0.01% +195,232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,516 shares; 2025Q4: 11,518 shares; 2026Q1: 11,001 shares 11,001 $4.67M 0.01% -517 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,044 shares; 2025Q1: not reported; 2025Q2: 25,233 shares; 2025Q3: 31,632 shares; 2025Q4: 51,142 shares; 2026Q1: 55,478 shares 55,478 $4.64M 0.01% +4,336 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,145 shares; 2024Q4: 31,327 shares; 2025Q1: 30,520 shares; 2025Q2: 41,031 shares; 2025Q3: 35,544 shares; 2025Q4: 35,123 shares; 2026Q1: 40,024 shares 40,024 $4.63M 0.01% +4,901 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,600 shares; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 100,227 shares; 2026Q1: 100,227 shares 100,227 $4.61M 0.01% 0 Timeline FQAL 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: 38,352 shares; 2024Q4: 38,660 shares; 2025Q1: 41,071 shares; 2025Q2: 44,412 shares; 2025Q3: 41,576 shares; 2025Q4: 45,474 shares; 2026Q1: 63,519 shares 63,519 $4.61M 0.01% +18,045 Timeline EEMX 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: 65,485 shares; 2024Q4: 65,645 shares; 2025Q1: 66,415 shares; 2025Q2: 66,415 shares; 2025Q3: 66,415 shares; 2025Q4: 104,402 shares; 2026Q1: 104,309 shares 104,309 $4.61M 0.01% -93 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,577 shares; 2024Q4: 28,621 shares; 2025Q1: 38,916 shares; 2025Q2: 46,718 shares; 2025Q3: 42,336 shares; 2025Q4: 41,456 shares; 2026Q1: 55,786 shares 55,786 $4.6M 0.01% +14,330 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: 44,078 shares; 2024Q4: 78,303 shares; 2025Q1: 62,960 shares; 2025Q2: 65,335 shares; 2025Q3: 67,748 shares; 2025Q4: 103,961 shares; 2026Q1: 113,743 shares 113,743 $4.57M 0.01% +9,782 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,666 shares; 2025Q4: 84,902 shares; 2026Q1: 91,799 shares 91,799 $4.56M 0.01% +6,897 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,060 shares; 2025Q4: 8,060 shares; 2026Q1: 66,555 shares 66,555 $4.55M 0.01% +58,495 Timeline CRAK 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: 79 shares; 2025Q4: 79 shares; 2026Q1: 91,717 shares 91,717 $4.53M 0.01% +91,638 Timeline PHYS 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: 147,515 shares; 2024Q4: 136,678 shares; 2025Q1: 135,828 shares; 2025Q2: 134,958 shares; 2025Q3: 151,051 shares; 2025Q4: 146,400 shares; 2026Q1: 127,720 shares 127,720 $4.53M 0.01% -18,680 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,825 shares; 2024Q4: 20,811 shares; 2025Q1: 19,374 shares; 2025Q2: 17,276 shares; 2025Q3: 23,766 shares; 2025Q4: 62,498 shares; 2026Q1: 69,323 shares 69,323 $4.52M 0.01% +6,825 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: 20,520 shares; 2024Q4: 22,491 shares; 2025Q1: 23,578 shares; 2025Q2: 20,595 shares; 2025Q3: 18,863 shares; 2025Q4: 22,171 shares; 2026Q1: 26,361 shares 26,361 $4.51M 0.01% +4,190 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 47,857 shares; 2025Q1: 31,500 shares; 2025Q2: 34,027 shares; 2025Q3: 33,741 shares; 2025Q4: 34,280 shares; 2026Q1: 32,663 shares 32,663 $4.48M 0.01% -1,617 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 5,691 shares; 2025Q4: 3,809 shares; 2026Q1: 3,240 shares 3,240 $4.47M 0.01% -569 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,576 shares; 2024Q4: 283,449 shares; 2025Q1: 293,792 shares; 2025Q2: 301,117 shares; 2025Q3: 299,014 shares; 2025Q4: 302,634 shares; 2026Q1: 323,630 shares 323,630 $4.46M 0.01% +20,996 Timeline LGN LEGENCE CORP More: the full row for LEGENCE 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: 59,462 shares; 2026Q1: 78,821 shares 78,821 $4.45M 0.01% +19,359 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,089 shares; 2024Q4: 42,869 shares; 2025Q1: 41,865 shares; 2025Q2: 41,288 shares; 2025Q3: 41,663 shares; 2025Q4: 48,498 shares; 2026Q1: 48,687 shares 48,687 $4.45M 0.01% +189 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,651 shares; 2024Q4: 72,663 shares; 2025Q1: 85,957 shares; 2025Q2: 74,273 shares; 2025Q3: 85,545 shares; 2025Q4: 87,053 shares; 2026Q1: 98,130 shares 98,130 $4.44M 0.01% +11,077 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,078 shares; 2024Q4: 51,886 shares; 2025Q1: 908,431 shares; 2025Q2: 29,172 shares; 2025Q3: 46,764 shares; 2025Q4: 46,203 shares; 2026Q1: 241,504 shares 241,504 $4.43M 0.01% +195,301 Timeline USRT 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: 76,594 shares; 2024Q4: 77,782 shares; 2025Q1: 76,373 shares; 2025Q2: 74,949 shares; 2025Q3: 74,243 shares; 2025Q4: 84,898 shares; 2026Q1: 74,791 shares 74,791 $4.43M 0.01% -10,107 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,232 shares; 2025Q4: 6,970 shares; 2026Q1: 5,995 shares 5,995 $4.43M 0.01% -975 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,128 shares; 2024Q4: 101,612 shares; 2025Q1: 113,144 shares; 2025Q2: 104,234 shares; 2025Q3: 346,721 shares; 2025Q4: 4,337 shares; 2026Q1: 326,158 shares 326,158 $4.42M 0.01% +321,821 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729,093 shares; 2024Q4: 912,577 shares; 2025Q1: 2,445,011 shares; 2025Q2: 3,618,576 shares; 2025Q3: 914,133 shares; 2025Q4: 921,703 shares; 2026Q1: 877,782 shares 877,782 $4.42M 0.01% -43,921 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: 10,583 shares; 2025Q1: 12,042 shares; 2025Q2: 14,861 shares; 2025Q3: 14,925 shares; 2025Q4: 22,951 shares; 2026Q1: 22,427 shares 22,427 $4.38M 0.01% -524 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,291 shares; 2024Q4: 138,340 shares; 2025Q1: 117,228 shares; 2025Q2: 133,104 shares; 2025Q3: 41,866 shares; 2025Q4: 34,987 shares; 2026Q1: 37,201 shares 37,201 $4.38M 0.01% +2,214 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,067 shares; 2025Q4: 87,814 shares; 2026Q1: 90,959 shares 90,959 $4.36M 0.01% +3,145 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 3,764 shares; 2026Q1: 3,997 shares 3,997 $4.36M 0.01% +233 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,453 shares; 2024Q4: 150,167 shares; 2025Q1: 153,041 shares; 2025Q2: 156,879 shares; 2025Q3: 175,141 shares; 2025Q4: 182,295 shares; 2026Q1: 181,729 shares 181,729 $4.36M 0.01% -566 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,000 shares; 2025Q2: 32,650 shares; 2025Q3: 19,000 shares; 2025Q4: not reported; 2026Q1: 263,750 shares 263,750 $4.36M 0.01% new Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,953 shares; 2024Q4: 220,918 shares; 2025Q1: 310,343 shares; 2025Q2: 355,228 shares; 2025Q3: 374,523 shares; 2025Q4: 433,863 shares; 2026Q1: 524,992 shares 524,992 $4.33M 0.01% +91,129 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,014 shares; 2024Q4: 394,793 shares; 2025Q1: 376,654 shares; 2025Q2: 392,716 shares; 2025Q3: 394,280 shares; 2025Q4: 471,129 shares; 2026Q1: 499,489 shares 499,489 $4.33M 0.01% +28,360 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: 88,550 shares; 2024Q4: 84,010 shares; 2025Q1: 84,087 shares; 2025Q2: 107,798 shares; 2025Q3: 153,072 shares; 2025Q4: 218,521 shares; 2026Q1: 117,178 shares 117,178 $4.32M 0.01% -101,343 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 16,352 shares; 2025Q1: 16,669 shares; 2025Q2: 17,652 shares; 2025Q3: 17,216 shares; 2025Q4: 17,987 shares; 2026Q1: 17,264 shares 17,264 $4.31M 0.01% -723 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: 25,458 shares; 2024Q4: 25,197 shares; 2025Q1: 24,120 shares; 2025Q2: 19,481 shares; 2025Q3: 17,596 shares; 2025Q4: 30,247 shares; 2026Q1: 78,653 shares 78,653 $4.3M 0.01% +48,406 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656 shares; 2025Q4: 28,197 shares; 2026Q1: 130,586 shares 130,586 $4.3M 0.01% +102,389 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,336 shares; 2024Q4: 110,355 shares; 2025Q1: 120,015 shares; 2025Q2: 108,061 shares; 2025Q3: 113,767 shares; 2025Q4: 94,458 shares; 2026Q1: 94,255 shares 94,255 $4.29M 0.01% -203 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280,386 shares; 2025Q4: 172,425 shares; 2026Q1: 216,468 shares 216,468 $4.28M 0.01% +44,043 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,698 shares; 2024Q4: 38,067 shares; 2025Q1: 55,153 shares; 2025Q2: 55,153 shares; 2025Q3: 87,955 shares; 2025Q4: 93,332 shares; 2026Q1: 94,640 shares 94,640 $4.26M 0.01% +1,308 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,491 shares; 2024Q4: 396,011 shares; 2025Q1: 425,439 shares; 2025Q2: 1,045,392 shares; 2025Q3: 1,071,907 shares; 2025Q4: 431,314 shares; 2026Q1: 379,232 shares 379,232 $4.26M 0.01% -52,082 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: 34,508 shares; 2024Q4: 46,197 shares; 2025Q1: 51,930 shares; 2025Q2: 53,627 shares; 2025Q3: 42,305 shares; 2025Q4: 63,631 shares; 2026Q1: 85,402 shares 85,402 $4.25M 0.01% +21,771 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,277 shares; 2024Q4: 395,809 shares; 2025Q1: 390,809 shares; 2025Q2: 491,082 shares; 2025Q3: 474,056 shares; 2025Q4: 468,810 shares; 2026Q1: 472,560 shares 472,560 $4.25M 0.01% +3,750 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,599 shares; 2024Q4: 13,365 shares; 2025Q1: 14,050 shares; 2025Q2: 17,063 shares; 2025Q3: 16,627 shares; 2025Q4: 15,806 shares; 2026Q1: 20,613 shares 20,613 $4.25M 0.01% +4,807 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,280 shares; 2024Q4: 28,280 shares; 2025Q1: 28,280 shares; 2025Q2: 28,280 shares; 2025Q3: 22,736 shares; 2025Q4: 99,946 shares; 2026Q1: 108,909 shares 108,909 $4.22M 0.01% +8,963 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: 46,569 shares; 2024Q4: 54,912 shares; 2025Q1: 40,904 shares; 2025Q2: 74,193 shares; 2025Q3: 82,280 shares; 2025Q4: 79,011 shares; 2026Q1: 84,168 shares 84,168 $4.22M 0.01% +5,157 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: 12,476 shares; 2025Q1: 11,252 shares; 2025Q2: 12,217 shares; 2025Q3: 12,800 shares; 2025Q4: 15,297 shares; 2026Q1: 17,669 shares 17,669 $4.21M 0.01% +2,372 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,765 shares; 2024Q4: 29,813 shares; 2025Q1: 30,398 shares; 2025Q2: 30,297 shares; 2025Q3: 30,581 shares; 2025Q4: 28,110 shares; 2026Q1: 29,722 shares 29,722 $4.2M 0.01% +1,612 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,501 shares; 2024Q4: 18,586 shares; 2025Q1: 20,717 shares; 2025Q2: 20,844 shares; 2025Q3: 84,070 shares; 2025Q4: 172,365 shares; 2026Q1: 174,242 shares 174,242 $4.2M 0.01% +1,877 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,338 shares; 2025Q4: 69,948 shares; 2026Q1: 71,055 shares 71,055 $4.2M 0.01% +1,107 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,588 shares; 2024Q4: 19,672 shares; 2025Q1: 19,514 shares; 2025Q2: 21,695 shares; 2025Q3: 24,839 shares; 2025Q4: 25,640 shares; 2026Q1: 23,170 shares 23,170 $4.17M 0.01% -2,470 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,268 shares; 2024Q4: 47,807 shares; 2025Q1: 46,176 shares; 2025Q2: 78,288 shares; 2025Q3: 90,919 shares; 2025Q4: 91,252 shares; 2026Q1: 66,248 shares 66,248 $4.15M 0.01% -25,004 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,997 shares; 2024Q4: 55,426 shares; 2025Q1: 54,038 shares; 2025Q2: 57,766 shares; 2025Q3: 62,059 shares; 2025Q4: 75,362 shares; 2026Q1: 81,347 shares 81,347 $4.14M 0.01% +5,985 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,122 shares; 2024Q4: 65,303 shares; 2025Q1: 31,893 shares; 2025Q2: 19,358 shares; 2025Q3: 18,569 shares; 2025Q4: 20,118 shares; 2026Q1: 19,399 shares 19,399 $4.12M 0.01% -719 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: 56,927 shares; 2024Q4: 57,250 shares; 2025Q1: 61,362 shares; 2025Q2: 61,488 shares; 2025Q3: 63,758 shares; 2025Q4: 63,633 shares; 2026Q1: 64,341 shares 64,341 $4.11M 0.01% +708 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC 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: 36,430 shares; 2025Q4: 37,254 shares; 2026Q1: 44,574 shares 44,574 $4.11M 0.01% +7,320 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: 49,540 shares; 2024Q4: 53,827 shares; 2025Q1: 53,001 shares; 2025Q2: 55,074 shares; 2025Q3: 71,197 shares; 2025Q4: 86,440 shares; 2026Q1: 90,122 shares 90,122 $4.1M 0.01% +3,682 Timeline