IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,805 shares; 2024Q4: 18,128 shares; 2025Q1: 22,791 shares; 2025Q2: 23,258 shares; 2025Q3: 21,575 shares; 2025Q4: 30,663 shares; 2026Q1: 33,820 shares 33,820 $4.09M 0.01% +3,157 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,295 shares; 2024Q4: 19,439 shares; 2025Q1: 19,508 shares; 2025Q2: 23,352 shares; 2025Q3: 23,588 shares; 2025Q4: 20,677 shares; 2026Q1: 20,846 shares 20,846 $4.09M 0.01% +169 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,573 shares; 2025Q4: 13,638 shares; 2026Q1: 16,551 shares 16,551 $4.05M 0.01% +2,913 Timeline GSGO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,801 shares; 2026Q1: 110,784 shares 110,784 $4.05M 0.01% -18,017 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: not reported; 2025Q3: not reported; 2025Q4: 54,616 shares; 2026Q1: 53,133 shares 53,133 $4.05M 0.01% -1,483 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,867 shares; 2024Q4: 117,355 shares; 2025Q1: 118,287 shares; 2025Q2: 118,825 shares; 2025Q3: 119,331 shares; 2025Q4: 119,842 shares; 2026Q1: 120,305 shares 120,305 $4.04M 0.01% +463 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,158 shares; 2025Q1: 25,808 shares; 2025Q2: 41,029 shares; 2025Q3: 54,171 shares; 2025Q4: 99,791 shares; 2026Q1: 119,357 shares 119,357 $4.04M 0.01% +19,566 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,283 shares; 2025Q3: 10,609 shares; 2025Q4: 13,965 shares; 2026Q1: 11,252 shares 11,252 $4.03M 0.01% -2,713 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,713 shares; 2024Q4: 163,569 shares; 2025Q1: 184,894 shares; 2025Q2: 184,646 shares; 2025Q3: 190,924 shares; 2025Q4: 195,859 shares; 2026Q1: 399,578 shares 399,578 $4.01M 0.01% +203,719 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,630 shares; 2024Q4: 25,300 shares; 2025Q1: 24,844 shares; 2025Q2: 24,765 shares; 2025Q3: 24,459 shares; 2025Q4: 23,071 shares; 2026Q1: 25,224 shares 25,224 $4.01M 0.01% +2,153 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,815 shares; 2024Q4: 31,978 shares; 2025Q1: 182,758 shares; 2025Q2: 142,393 shares; 2025Q3: 579,621 shares; 2025Q4: 880,964 shares; 2026Q1: 140,878 shares 140,878 $4.01M 0.01% -740,086 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,259 shares; 2024Q4: 41,289 shares; 2025Q1: 17,235 shares; 2025Q2: 38,766 shares; 2025Q3: 13,260 shares; 2025Q4: 38,429 shares; 2026Q1: 53,621 shares 53,621 $3.98M 0.01% +15,192 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,597 shares; 2024Q4: 31,151 shares; 2025Q1: 36,074 shares; 2025Q2: 40,176 shares; 2025Q3: 41,368 shares; 2025Q4: 55,212 shares; 2026Q1: 52,751 shares 52,751 $3.97M 0.01% -2,461 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,781 shares; 2025Q4: 59,524 shares; 2026Q1: 56,692 shares 56,692 $3.96M 0.01% -2,832 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,572 shares; 2024Q4: 60,489 shares; 2025Q1: 55,090 shares; 2025Q2: 64,633 shares; 2025Q3: 65,685 shares; 2025Q4: 56,105 shares; 2026Q1: 55,516 shares 55,516 $3.96M 0.01% -589 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,398 shares; 2024Q4: 142,819 shares; 2025Q1: 154,709 shares; 2025Q2: 165,232 shares; 2025Q3: 85,612 shares; 2025Q4: 83,526 shares; 2026Q1: 84,705 shares 84,705 $3.95M 0.01% +1,179 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,799 shares; 2024Q4: 202,599 shares; 2025Q1: 185,843 shares; 2025Q2: 175,375 shares; 2025Q3: 169,744 shares; 2025Q4: 177,633 shares; 2026Q1: 186,385 shares 186,385 $3.94M 0.01% +8,752 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,741 shares; 2025Q4: 14,965 shares; 2026Q1: 98,013 shares 98,013 $3.93M 0.01% +83,048 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 13,563 shares; 2025Q1: 20,087 shares; 2025Q2: 29,241 shares; 2025Q3: 36,427 shares; 2025Q4: 43,768 shares; 2026Q1: 42,570 shares 42,570 $3.93M 0.01% -1,198 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259,300 shares; 2024Q4: 689,891 shares; 2025Q1: 571,819 shares; 2025Q2: 230,358 shares; 2025Q3: 84,846 shares; 2025Q4: 81,447 shares; 2026Q1: 56,794 shares 56,794 $3.93M 0.01% -24,653 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,714 shares; 2024Q4: 56,996 shares; 2025Q1: 55,673 shares; 2025Q2: 57,129 shares; 2025Q3: 54,969 shares; 2025Q4: 90,708 shares; 2026Q1: 89,399 shares 89,399 $3.92M 0.01% -1,309 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,013 shares; 2024Q4: 288,103 shares; 2025Q1: 284,417 shares; 2025Q2: 310,995 shares; 2025Q3: 298,296 shares; 2025Q4: 207,903 shares; 2026Q1: 22,950 shares 22,950 $3.91M 0.01% -184,953 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 35,730 shares; 2025Q1: 35,513 shares; 2025Q2: 35,928 shares; 2025Q3: 36,680 shares; 2025Q4: 39,196 shares; 2026Q1: 43,129 shares 43,129 $3.91M 0.01% +3,933 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,216 shares; 2024Q4: 37,591 shares; 2025Q1: 40,575 shares; 2025Q2: 51,695 shares; 2025Q3: 51,898 shares; 2025Q4: 83,059 shares; 2026Q1: 63,735 shares 63,735 $3.89M 0.01% -19,324 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING 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: 259,721 shares; 2025Q4: 218,721 shares; 2026Q1: 208,721 shares 208,721 $3.88M 0.01% -10,000 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,016 shares; 2024Q4: 26,371 shares; 2025Q1: 26,039 shares; 2025Q2: 23,640 shares; 2025Q3: 16,034 shares; 2025Q4: 14,729 shares; 2026Q1: 14,571 shares 14,571 $3.87M 0.01% -158 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 38,233 shares; 2026Q1: 58,149 shares 58,149 $3.86M 0.01% +19,916 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,784 shares; 2024Q4: 47,735 shares; 2025Q1: 45,118 shares; 2025Q2: 44,256 shares; 2025Q3: 43,705 shares; 2025Q4: 46,696 shares; 2026Q1: 56,465 shares 56,465 $3.84M 0.01% +9,769 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,233 shares; 2025Q1: 13,399 shares; 2025Q2: not reported; 2025Q3: 11,357 shares; 2025Q4: 11,697 shares; 2026Q1: 28,508 shares 28,508 $3.84M 0.01% +16,811 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,997 shares; 2024Q4: 18,580 shares; 2025Q1: 20,025 shares; 2025Q2: 20,598 shares; 2025Q3: 20,447 shares; 2025Q4: 84,902 shares; 2026Q1: 79,701 shares 79,701 $3.84M 0.01% -5,201 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,733 shares; 2024Q4: 96,406 shares; 2025Q1: 50,406 shares; 2025Q2: 49,945 shares; 2025Q3: 81,310 shares; 2025Q4: 85,464 shares; 2026Q1: 85,153 shares 85,153 $3.84M 0.01% -311 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 9,527 shares; 2025Q4: 10,448 shares; 2026Q1: 11,845 shares 11,845 $3.82M 0.01% +1,397 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,856 shares; 2024Q4: 384,771 shares; 2025Q1: 400,726 shares; 2025Q2: 405,254 shares; 2025Q3: 420,744 shares; 2025Q4: 405,656 shares; 2026Q1: 350,828 shares 350,828 $3.82M 0.01% -54,828 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,414 shares; 2024Q4: 22,185 shares; 2025Q1: 22,246 shares; 2025Q2: 22,938 shares; 2025Q3: 41,657 shares; 2025Q4: 42,774 shares; 2026Q1: 43,570 shares 43,570 $3.82M 0.01% +796 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,983 shares; 2024Q4: 65,425 shares; 2025Q1: 76,672 shares; 2025Q2: 77,884 shares; 2025Q3: 78,239 shares; 2025Q4: 79,677 shares; 2026Q1: 75,197 shares 75,197 $3.81M 0.01% -4,480 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,144 shares; 2024Q4: 48,508 shares; 2025Q1: 50,223 shares; 2025Q2: 165,242 shares; 2025Q3: 188,157 shares; 2025Q4: 185,981 shares; 2026Q1: 201,349 shares 201,349 $3.77M 0.01% +15,368 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,437 shares; 2024Q4: 12,644 shares; 2025Q1: 12,453 shares; 2025Q2: 13,348 shares; 2025Q3: 16,388 shares; 2025Q4: 14,472 shares; 2026Q1: 14,080 shares 14,080 $3.76M 0.01% -392 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,306 shares; 2024Q4: 98,498 shares; 2025Q1: 83,290 shares; 2025Q2: 82,433 shares; 2025Q3: 37,809 shares; 2025Q4: 26,264 shares; 2026Q1: 24,865 shares 24,865 $3.73M 0.01% -1,399 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,063 shares; 2024Q4: 29,110 shares; 2025Q1: 120,636 shares; 2025Q2: 31,660 shares; 2025Q3: 33,661 shares; 2025Q4: 32,824 shares; 2026Q1: 33,475 shares 33,475 $3.73M 0.01% +651 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,504 shares; 2025Q1: 75,648 shares; 2025Q2: 88,063 shares; 2025Q3: 68,389 shares; 2025Q4: 39,053 shares; 2026Q1: 49,119 shares 49,119 $3.7M 0.01% +10,066 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,659 shares; 2024Q4: 209,943 shares; 2025Q1: 210,472 shares; 2025Q2: 213,744 shares; 2025Q3: 211,825 shares; 2025Q4: 311,705 shares; 2026Q1: 389,891 shares 389,891 $3.7M 0.01% +78,186 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,666 shares; 2024Q4: 92,995 shares; 2025Q1: 71,159 shares; 2025Q2: 62,588 shares; 2025Q3: 45,494 shares; 2025Q4: 10,376 shares; 2026Q1: 10,714 shares 10,714 $3.69M 0.01% +338 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,940 shares; 2024Q4: 87,727 shares; 2025Q1: 94,678 shares; 2025Q2: 85,256 shares; 2025Q3: 98,180 shares; 2025Q4: 66,419 shares; 2026Q1: 66,135 shares 66,135 $3.69M 0.01% -284 Timeline PREF 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: 93,979 shares; 2024Q4: 95,423 shares; 2025Q1: 110,943 shares; 2025Q2: 117,383 shares; 2025Q3: 119,039 shares; 2025Q4: 162,835 shares; 2026Q1: 195,349 shares 195,349 $3.68M 0.01% +32,514 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,010 shares; 2024Q4: 29,232 shares; 2025Q1: 28,571 shares; 2025Q2: 46,272 shares; 2025Q3: 14,766 shares; 2025Q4: 12,164 shares; 2026Q1: 17,341 shares 17,341 $3.66M 0.01% +5,177 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,999 shares; 2024Q4: 43,479 shares; 2025Q1: 50,118 shares; 2025Q2: 42,242 shares; 2025Q3: 47,340 shares; 2025Q4: 68,292 shares; 2026Q1: 80,273 shares 80,273 $3.66M 0.01% +11,981 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,983 shares; 2024Q4: 187,020 shares; 2025Q1: 201,231 shares; 2025Q2: 236,958 shares; 2025Q3: 167,308 shares; 2025Q4: 136,655 shares; 2026Q1: 135,955 shares 135,955 $3.66M 0.01% -700 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,842 shares; 2025Q1: 178,365 shares; 2025Q2: 211,063 shares; 2025Q3: 207,285 shares; 2025Q4: 182,677 shares; 2026Q1: 160,694 shares 160,694 $3.66M 0.01% -21,983 Timeline IYF 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: 27,198 shares; 2024Q4: 26,632 shares; 2025Q1: 28,015 shares; 2025Q2: 27,937 shares; 2025Q3: 26,840 shares; 2025Q4: 26,926 shares; 2026Q1: 31,088 shares 31,088 $3.66M 0.01% +4,162 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,588 shares; 2024Q4: 26,535 shares; 2025Q1: 30,630 shares; 2025Q2: 30,517 shares; 2025Q3: 30,519 shares; 2025Q4: 31,152 shares; 2026Q1: 32,647 shares 32,647 $3.65M 0.01% +1,495 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,288 shares; 2024Q4: 27,215 shares; 2025Q1: 47,727 shares; 2025Q2: 29,888 shares; 2025Q3: 28,709 shares; 2025Q4: 40,876 shares; 2026Q1: 73,005 shares 73,005 $3.63M 0.01% +32,129 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,783 shares; 2025Q3: 18,999 shares; 2025Q4: 22,022 shares; 2026Q1: 28,187 shares 28,187 $3.62M 0.01% +6,165 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,034 shares; 2024Q4: 274,034 shares; 2025Q1: 264,035 shares; 2025Q2: 259,035 shares; 2025Q3: 234,036 shares; 2025Q4: 246,089 shares; 2026Q1: 252,090 shares 252,090 $3.59M 0.01% +6,001 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,366 shares; 2024Q4: 28,305 shares; 2025Q1: 27,879 shares; 2025Q2: 27,180 shares; 2025Q3: 19,407 shares; 2025Q4: 21,077 shares; 2026Q1: 20,946 shares 20,946 $3.58M 0.01% -131 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,040 shares; 2024Q4: 97,245 shares; 2025Q1: 96,255 shares; 2025Q2: 98,110 shares; 2025Q3: 108,889 shares; 2025Q4: 120,181 shares; 2026Q1: 111,366 shares 111,366 $3.58M 0.01% -8,815 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,141 shares; 2024Q4: 32,674 shares; 2025Q1: 32,441 shares; 2025Q2: 37,767 shares; 2025Q3: 40,874 shares; 2025Q4: 36,051 shares; 2026Q1: 38,370 shares 38,370 $3.58M 0.01% +2,319 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,344 shares; 2024Q4: 15,155 shares; 2025Q1: 15,694 shares; 2025Q2: 18,341 shares; 2025Q3: 16,102 shares; 2025Q4: 17,367 shares; 2026Q1: 18,162 shares 18,162 $3.58M 0.01% +795 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,975 shares; 2025Q1: 13,975 shares; 2025Q2: 14,009 shares; 2025Q3: 13,783 shares; 2025Q4: 131,935 shares; 2026Q1: 128,638 shares 128,638 $3.57M 0.01% -3,297 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,252 shares; 2024Q4: 282,002 shares; 2025Q1: 290,145 shares; 2025Q2: 125,349 shares; 2025Q3: 311,265 shares; 2025Q4: 183,320 shares; 2026Q1: 49,017 shares 49,017 $3.55M 0.01% -134,303 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,964 shares; 2024Q4: 152,526 shares; 2025Q1: 204,351 shares; 2025Q2: 180,301 shares; 2025Q3: 40,090 shares; 2025Q4: 104,592 shares; 2026Q1: 208,443 shares 208,443 $3.54M 0.01% +103,851 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,935 shares; 2024Q4: 112,060 shares; 2025Q1: 112,547 shares; 2025Q2: 125,729 shares; 2025Q3: 139,237 shares; 2025Q4: 148,028 shares; 2026Q1: 174,979 shares 174,979 $3.52M 0.01% +26,951 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,394 shares; 2024Q4: 110,638 shares; 2025Q1: 99,835 shares; 2025Q2: 156,302 shares; 2025Q3: 182,093 shares; 2025Q4: 185,118 shares; 2026Q1: 214,068 shares 214,068 $3.52M 0.01% +28,950 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,599 shares; 2024Q4: 75,344 shares; 2025Q1: 77,241 shares; 2025Q2: 81,658 shares; 2025Q3: 91,851 shares; 2025Q4: 122,602 shares; 2026Q1: 138,958 shares 138,958 $3.5M 0.01% +16,356 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,868 shares; 2024Q4: 41,933 shares; 2025Q1: 42,706 shares; 2025Q2: 43,570 shares; 2025Q3: 36,209 shares; 2025Q4: 36,343 shares; 2026Q1: 37,120 shares 37,120 $3.49M 0.01% +777 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,232 shares; 2024Q4: 75,375 shares; 2025Q1: 71,192 shares; 2025Q2: 72,786 shares; 2025Q3: 72,812 shares; 2025Q4: 74,514 shares; 2026Q1: 72,956 shares 72,956 $3.49M 0.01% -1,558 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,867 shares; 2024Q4: 89,572 shares; 2025Q1: 90,503 shares; 2025Q2: 115,356 shares; 2025Q3: 148,531 shares; 2025Q4: 112,667 shares; 2026Q1: 73,325 shares 73,325 $3.49M 0.01% -39,342 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,288 shares; 2024Q4: 16,022 shares; 2025Q1: 15,900 shares; 2025Q2: 19,355 shares; 2025Q3: 22,173 shares; 2025Q4: 42,380 shares; 2026Q1: 68,855 shares 68,855 $3.49M 0.01% +26,475 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,177 shares; 2025Q4: 68,393 shares; 2026Q1: 74,138 shares 74,138 $3.48M 0.01% +5,745 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,989 shares; 2025Q4: 14,551 shares; 2026Q1: 17,387 shares 17,387 $3.48M 0.01% +2,836 Timeline SPYD 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: 66,961 shares; 2024Q4: 65,138 shares; 2025Q1: 60,488 shares; 2025Q2: 76,794 shares; 2025Q3: 87,995 shares; 2025Q4: 72,787 shares; 2026Q1: 75,915 shares 75,915 $3.46M 0.01% +3,128 Timeline FDMO 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: 22,972 shares; 2024Q4: 22,738 shares; 2025Q1: 25,861 shares; 2025Q2: 25,257 shares; 2025Q3: 21,382 shares; 2025Q4: 24,407 shares; 2026Q1: 43,138 shares 43,138 $3.46M 0.01% +18,731 Timeline MLPX 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: 14,121 shares; 2024Q4: 14,244 shares; 2025Q1: 14,721 shares; 2025Q2: 14,742 shares; 2025Q3: 12,019 shares; 2025Q4: 31,992 shares; 2026Q1: 46,727 shares 46,727 $3.46M 0.01% +14,735 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,347 shares; 2024Q4: 31,038 shares; 2025Q1: 30,948 shares; 2025Q2: 35,711 shares; 2025Q3: 37,891 shares; 2025Q4: 38,559 shares; 2026Q1: 39,696 shares 39,696 $3.43M 0.01% +1,137 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 39 shares; 2026Q1: 17,272 shares 17,272 $3.42M 0.01% +17,233 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,413 shares; 2025Q3: 1,019 shares; 2025Q4: 4,332 shares; 2026Q1: 8,668 shares 8,668 $3.42M 0.01% +4,336 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 86,001 shares; 2025Q3: 121,580 shares; 2025Q4: 122,722 shares; 2026Q1: 181,944 shares 181,944 $3.42M 0.01% +59,222 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,295 shares; 2024Q4: 23,103 shares; 2025Q1: 226,428 shares; 2025Q2: 24,578 shares; 2025Q3: 43,029 shares; 2025Q4: 99,858 shares; 2026Q1: 115,383 shares 115,383 $3.41M 0.01% +15,525 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,069 shares; 2024Q4: 37,577 shares; 2025Q1: 37,577 shares; 2025Q2: 48,622 shares; 2025Q3: 88,193 shares; 2025Q4: 101,046 shares; 2026Q1: 115,651 shares 115,651 $3.41M 0.01% +14,605 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,591 shares; 2024Q4: 44,613 shares; 2025Q1: 44,815 shares; 2025Q2: 48,399 shares; 2025Q3: 53,463 shares; 2025Q4: 51,790 shares; 2026Q1: 52,005 shares 52,005 $3.38M 0.01% +215 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 31,710 shares; 2026Q1: 29,280 shares 29,280 $3.38M 0.01% -2,430 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,792 shares; 2024Q4: 51,556 shares; 2025Q1: 46,839 shares; 2025Q2: 30,626 shares; 2025Q3: 25,141 shares; 2025Q4: 40,516 shares; 2026Q1: 26,556 shares 26,556 $3.37M 0.01% -13,960 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,081 shares; 2024Q4: 21,640 shares; 2025Q1: 17,492 shares; 2025Q2: 20,187 shares; 2025Q3: 19,541 shares; 2025Q4: 23,057 shares; 2026Q1: 24,861 shares 24,861 $3.37M 0.01% +1,804 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,886 shares; 2024Q4: 20,871 shares; 2025Q1: 11,795 shares; 2025Q2: not reported; 2025Q3: 11,396 shares; 2025Q4: 31,189 shares; 2026Q1: 34,003 shares 34,003 $3.36M 0.01% +2,814 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,308 shares; 2025Q4: 65,582 shares; 2026Q1: 66,555 shares 66,555 $3.33M 0.01% +973 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,441 shares; 2024Q4: 48,442 shares; 2025Q1: 48,317 shares; 2025Q2: 48,192 shares; 2025Q3: 48,704 shares; 2025Q4: 48,782 shares; 2026Q1: 48,764 shares 48,764 $3.32M 0.01% -18 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 42,164 shares; 2025Q3: 197,268 shares; 2025Q4: 191,993 shares; 2026Q1: 189,624 shares 189,624 $3.32M 0.01% -2,369 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,283 shares; 2024Q4: 125,066 shares; 2025Q1: 129,465 shares; 2025Q2: 141,747 shares; 2025Q3: 141,422 shares; 2025Q4: 157,334 shares; 2026Q1: 157,048 shares 157,048 $3.32M 0.01% -286 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,315 shares; 2025Q4: 21,165 shares; 2026Q1: 36,849 shares 36,849 $3.32M 0.01% +15,684 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,156 shares; 2024Q4: 12,241 shares; 2025Q1: 11,079 shares; 2025Q2: 10,352 shares; 2025Q3: 11,025 shares; 2025Q4: 12,882 shares; 2026Q1: 15,442 shares 15,442 $3.31M 0.01% +2,560 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,225 shares; 2024Q4: 83,963 shares; 2025Q1: 77,261 shares; 2025Q2: 80,460 shares; 2025Q3: 64,103 shares; 2025Q4: 64,323 shares; 2026Q1: 55,079 shares 55,079 $3.3M 0.01% -9,244 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 17,862 shares; 2025Q1: 12,553 shares; 2025Q2: 21,540 shares; 2025Q3: 16,493 shares; 2025Q4: 27,702 shares; 2026Q1: 43,673 shares 43,673 $3.29M 0.01% +15,971 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,319 shares; 2025Q4: 2,789 shares; 2026Q1: 2,998 shares 2,998 $3.28M 0.01% +209 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,024 shares; 2025Q4: 7,336 shares; 2026Q1: 6,886 shares 6,886 $3.27M 0.01% -450 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,767 shares; 2024Q4: 62,544 shares; 2025Q1: 63,499 shares; 2025Q2: 71,301 shares; 2025Q3: 65,715 shares; 2025Q4: 75,511 shares; 2026Q1: 70,818 shares 70,818 $3.24M 0.01% -4,693 Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE 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: 401 shares; 2025Q4: 549 shares; 2026Q1: 64,002 shares 64,002 $3.23M 0.01% +63,453 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,631 shares; 2024Q4: 26,052 shares; 2025Q1: 23,223 shares; 2025Q2: 27,147 shares; 2025Q3: 25,166 shares; 2025Q4: 25,882 shares; 2026Q1: 25,314 shares 25,314 $3.2M 0.01% -568 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,720 shares; 2026Q1: 191,699 shares 191,699 $3.18M 0.01% +117,979 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,151 shares; 2025Q2: 18,713 shares; 2025Q3: 21,336 shares; 2025Q4: 25,693 shares; 2026Q1: 29,200 shares 29,200 $3.17M 0.01% +3,507 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,225 shares; 2024Q4: 420,624 shares; 2025Q1: 254,522 shares; 2025Q2: 260,384 shares; 2025Q3: 270,311 shares; 2025Q4: 211,950 shares; 2026Q1: 287,940 shares 287,940 $3.17M 0.01% +75,990 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,285 shares; 2024Q4: 161,067 shares; 2025Q1: 159,820 shares; 2025Q2: 172,349 shares; 2025Q3: 146,635 shares; 2025Q4: 157,998 shares; 2026Q1: 201,236 shares 201,236 $3.15M 0.01% +43,238 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,991 shares; 2025Q1: 109,633 shares; 2025Q2: 39,492 shares; 2025Q3: 66,950 shares; 2025Q4: 67,564 shares; 2026Q1: 74,992 shares 74,992 $3.15M 0.01% +7,428 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,983 shares; 2024Q4: 70,218 shares; 2025Q1: 35,025 shares; 2025Q2: 32,529 shares; 2025Q3: 33,200 shares; 2025Q4: 111,243 shares; 2026Q1: 44,180 shares 44,180 $3.14M 0.01% -67,063 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,470 shares; 2024Q4: 73,692 shares; 2025Q1: 70,154 shares; 2025Q2: 88,306 shares; 2025Q3: 66,578 shares; 2025Q4: 79,357 shares; 2026Q1: 83,641 shares 83,641 $3.14M 0.01% +4,284 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,590 shares; 2025Q4: 7,100 shares; 2026Q1: 5,809 shares 5,809 $3.13M 0.01% -1,291 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,166 shares; 2024Q4: 44,338 shares; 2025Q1: 117,068 shares; 2025Q2: 151,455 shares; 2025Q3: 159,377 shares; 2025Q4: 180,203 shares; 2026Q1: 192,858 shares 192,858 $3.12M 0.01% +12,655 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,331 shares; 2025Q2: not reported; 2025Q3: 11,868 shares; 2025Q4: 16,517 shares; 2026Q1: 98,025 shares 98,025 $3.11M 0.01% +81,508 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 11,100 shares; 2025Q1: 33,386 shares; 2025Q2: 32,822 shares; 2025Q3: 25,457 shares; 2025Q4: 22,860 shares; 2026Q1: 18,989 shares 18,989 $3.1M 0.01% -3,871 Timeline SMIG 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: 14,003 shares; 2024Q4: 28,328 shares; 2025Q1: 68,812 shares; 2025Q2: 97,508 shares; 2025Q3: 103,998 shares; 2025Q4: 122,169 shares; 2026Q1: 104,014 shares 104,014 $3.05M 0.01% -18,155 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,099 shares; 2024Q4: 139,489 shares; 2025Q1: 87,055 shares; 2025Q2: 94,043 shares; 2025Q3: 58,012 shares; 2025Q4: 68,577 shares; 2026Q1: 59,044 shares 59,044 $3.05M 0.01% -9,533 Timeline SPIB 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: 33,178 shares; 2024Q4: 39,194 shares; 2025Q1: 42,332 shares; 2025Q2: 40,759 shares; 2025Q3: 44,079 shares; 2025Q4: 82,767 shares; 2026Q1: 90,888 shares 90,888 $3.05M 0.01% +8,121 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,875 shares; 2025Q1: 10,027 shares; 2025Q2: 14,489 shares; 2025Q3: 12,001 shares; 2025Q4: 14,894 shares; 2026Q1: 19,837 shares 19,837 $3.03M 0.01% +4,943 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,413 shares; 2024Q4: 344,965 shares; 2025Q1: 374,583 shares; 2025Q2: 367,866 shares; 2025Q3: 365,469 shares; 2025Q4: 45,428 shares; 2026Q1: 30,891 shares 30,891 $3.02M 0.01% -14,537 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,385 shares; 2024Q4: 18,662 shares; 2025Q1: 18,265 shares; 2025Q2: 18,239 shares; 2025Q3: 18,303 shares; 2025Q4: 19,621 shares; 2026Q1: 19,557 shares 19,557 $3.01M 0.01% -64 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,889 shares; 2024Q4: 11,418 shares; 2025Q1: 10,553 shares; 2025Q2: 34,647 shares; 2025Q3: 30,724 shares; 2025Q4: 19,882 shares; 2026Q1: 25,088 shares 25,088 $2.98M 0.01% +5,206 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,348 shares; 2024Q4: 47,289 shares; 2025Q1: 40,065 shares; 2025Q2: 40,025 shares; 2025Q3: 38,221 shares; 2025Q4: 45,986 shares; 2026Q1: 46,101 shares 46,101 $2.98M 0.01% +115 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,649 shares; 2024Q4: 26,212 shares; 2025Q1: 39,921 shares; 2025Q2: 30,817 shares; 2025Q3: 26,031 shares; 2025Q4: 27,814 shares; 2026Q1: 32,695 shares 32,695 $2.98M 0.01% +4,881 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,136 shares; 2024Q4: 240,136 shares; 2025Q1: 240,036 shares; 2025Q2: 463,620 shares; 2025Q3: 374,309 shares; 2025Q4: 220,017 shares; 2026Q1: 324,216 shares 324,216 $2.97M 0.01% +104,199 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,968 shares; 2025Q3: 141,639 shares; 2025Q4: 125,988 shares; 2026Q1: 125,219 shares 125,219 $2.97M 0.01% -769 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,289 shares; 2024Q4: 50,156 shares; 2025Q1: 51,443 shares; 2025Q2: 46,342 shares; 2025Q3: 52,272 shares; 2025Q4: 55,391 shares; 2026Q1: 197,241 shares 197,241 $2.97M 0.01% +141,850 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,476 shares; 2025Q4: 26,057 shares; 2026Q1: 27,463 shares 27,463 $2.97M 0.01% +1,406 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,858 shares; 2024Q4: 185,372 shares; 2025Q1: 189,343 shares; 2025Q2: 479,414 shares; 2025Q3: 635,149 shares; 2025Q4: 148,932 shares; 2026Q1: 171,849 shares 171,849 $2.96M 0.01% +22,917 Timeline FXI 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: 62,153 shares; 2024Q4: 71,007 shares; 2025Q1: 74,014 shares; 2025Q2: 75,072 shares; 2025Q3: 77,346 shares; 2025Q4: 82,899 shares; 2026Q1: 82,418 shares 82,418 $2.96M 0.01% -481 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,678 shares; 2024Q4: 112,146 shares; 2025Q1: 169,258 shares; 2025Q2: 184,458 shares; 2025Q3: 195,367 shares; 2025Q4: 202,048 shares; 2026Q1: 207,177 shares 207,177 $2.96M 0.01% +5,129 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,835 shares; 2024Q4: 24,478 shares; 2025Q1: 20,836 shares; 2025Q2: 21,110 shares; 2025Q3: 21,039 shares; 2025Q4: 25,384 shares; 2026Q1: 31,671 shares 31,671 $2.96M 0.01% +6,287 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,621 shares; 2024Q4: 129,883 shares; 2025Q1: 539,848 shares; 2025Q2: 525,407 shares; 2025Q3: 534,705 shares; 2025Q4: 120,622 shares; 2026Q1: 134,413 shares 134,413 $2.95M 0.01% +13,791 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,413 shares; 2025Q3: 134,413 shares; 2025Q4: 134,759 shares; 2026Q1: 109,413 shares 109,413 $2.95M 0.01% -25,346 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,612 shares 120,612 $2.93M 0.01% new Timeline DBEF 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: 42,667 shares; 2024Q4: 42,764 shares; 2025Q1: 45,264 shares; 2025Q2: 47,096 shares; 2025Q3: 66,672 shares; 2025Q4: 59,248 shares; 2026Q1: 59,352 shares 59,352 $2.93M 0.01% +104 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,062 shares; 2024Q4: 123,921 shares; 2025Q1: 94,056 shares; 2025Q2: 69,369 shares; 2025Q3: 8,534 shares; 2025Q4: 13,613 shares; 2026Q1: 13,242 shares 13,242 $2.93M 0.01% -371 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,717 shares; 2024Q4: 158,727 shares; 2025Q1: 193,793 shares; 2025Q2: 79,662 shares; 2025Q3: 97,286 shares; 2025Q4: 120,424 shares; 2026Q1: 117,918 shares 117,918 $2.92M 0.01% -2,506 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 58,376 shares 58,376 $2.92M 0.01% +58,276 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,678 shares; 2024Q4: 35,677 shares; 2025Q1: 36,992 shares; 2025Q2: 37,100 shares; 2025Q3: 39,104 shares; 2025Q4: 42,793 shares; 2026Q1: 42,276 shares 42,276 $2.92M 0.01% -517 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,379 shares; 2024Q4: 98,510 shares; 2025Q1: 89,463 shares; 2025Q2: 86,285 shares; 2025Q3: 86,726 shares; 2025Q4: 81,192 shares; 2026Q1: 78,562 shares 78,562 $2.92M 0.01% -2,630 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,859 shares; 2024Q4: 15,343 shares; 2025Q1: 23,592 shares; 2025Q2: 25,367 shares; 2025Q3: 23,665 shares; 2025Q4: 15,636 shares; 2026Q1: 24,082 shares 24,082 $2.91M 0.01% +8,446 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,673 shares; 2024Q4: 93,873 shares; 2025Q1: 89,820 shares; 2025Q2: 72,920 shares; 2025Q3: 72,920 shares; 2025Q4: 69,420 shares; 2026Q1: 62,833 shares 62,833 $2.9M 0.01% -6,587 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,930 shares; 2024Q4: 23,107 shares; 2025Q1: 25,157 shares; 2025Q2: 26,785 shares; 2025Q3: 23,669 shares; 2025Q4: 23,115 shares; 2026Q1: 41,674 shares 41,674 $2.89M 0.01% +18,559 Timeline GPIQ 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: 41,438 shares; 2025Q4: 51,285 shares; 2026Q1: 58,077 shares 58,077 $2.87M 0.01% +6,792 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,733 shares; 2024Q4: 130,194 shares; 2025Q1: 125,030 shares; 2025Q2: 47,521 shares; 2025Q3: 33,128 shares; 2025Q4: 31,358 shares; 2026Q1: 28,574 shares 28,574 $2.86M 0.01% -2,784 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,830 shares; 2024Q4: 26,864 shares; 2025Q1: 26,713 shares; 2025Q2: 24,090 shares; 2025Q3: 23,054 shares; 2025Q4: 18,997 shares; 2026Q1: 20,514 shares 20,514 $2.86M 0.01% +1,517 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,566 shares; 2024Q4: 128,064 shares; 2025Q1: 87,183 shares; 2025Q2: 117,588 shares; 2025Q3: 100,462 shares; 2025Q4: 123,816 shares; 2026Q1: 119,925 shares 119,925 $2.86M 0.01% -3,891 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,111 shares; 2025Q4: 5,910 shares; 2026Q1: 5,816 shares 5,816 $2.85M 0.01% -94 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,436 shares; 2024Q4: 75,392 shares; 2025Q1: 75,809 shares; 2025Q2: 80,299 shares; 2025Q3: 78,418 shares; 2025Q4: 128,997 shares; 2026Q1: 130,322 shares 130,322 $2.84M 0.01% +1,325 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,061 shares; 2024Q4: 24,939 shares; 2025Q1: 53,820 shares; 2025Q2: 64,246 shares; 2025Q3: 65,784 shares; 2025Q4: 61,607 shares; 2026Q1: 69,646 shares 69,646 $2.84M 0.01% +8,039 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,973 shares; 2025Q4: 4,219 shares; 2026Q1: 14,134 shares 14,134 $2.84M 0.01% +9,915 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,550 shares; 2025Q1: 113,214 shares; 2025Q2: 104,700 shares; 2025Q3: 102,570 shares; 2025Q4: 102,670 shares; 2026Q1: 216,883 shares 216,883 $2.82M 0.01% +114,213 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,098 shares; 2025Q1: 16,014 shares; 2025Q2: 19,591 shares; 2025Q3: 26,620 shares; 2025Q4: 36,893 shares; 2026Q1: 34,493 shares 34,493 $2.82M 0.01% -2,400 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312,002 shares; 2025Q3: 436,734 shares; 2025Q4: 234,852 shares; 2026Q1: 28,684 shares 28,684 $2.81M <0.01% -206,168 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,512 shares; 2024Q4: 128,619 shares; 2025Q1: 121,964 shares; 2025Q2: 127,589 shares; 2025Q3: 132,672 shares; 2025Q4: 127,935 shares; 2026Q1: 128,188 shares 128,188 $2.81M <0.01% +253 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,936 shares; 2024Q4: 260,190 shares; 2025Q1: 253,875 shares; 2025Q2: 267,403 shares; 2025Q3: 261,501 shares; 2025Q4: 239,202 shares; 2026Q1: 227,413 shares 227,413 $2.8M <0.01% -11,789 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,696 shares; 2024Q4: 32,967 shares; 2025Q1: 28,112 shares; 2025Q2: 28,024 shares; 2025Q3: 26,964 shares; 2025Q4: 26,237 shares; 2026Q1: 14,776 shares 14,776 $2.8M <0.01% -11,461 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,079 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,067 shares; 2025Q3: 71,915 shares; 2025Q4: 72,685 shares; 2026Q1: 71,087 shares 71,087 $2.79M <0.01% -1,598 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,578 shares; 2025Q1: 95,632 shares; 2025Q2: 69,704 shares; 2025Q3: 74,228 shares; 2025Q4: 54,577 shares; 2026Q1: 52,534 shares 52,534 $2.78M <0.01% -2,043 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,252 shares; 2024Q4: 19,196 shares; 2025Q1: 18,865 shares; 2025Q2: 17,931 shares; 2025Q3: 16,258 shares; 2025Q4: 26,716 shares; 2026Q1: 26,885 shares 26,885 $2.78M <0.01% +169 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,426 shares; 2024Q4: 239,192 shares; 2025Q1: 235,505 shares; 2025Q2: 276,821 shares; 2025Q3: 272,378 shares; 2025Q4: 291,291 shares; 2026Q1: 315,768 shares 315,768 $2.77M <0.01% +24,477 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,207 shares; 2024Q4: 19,593 shares; 2025Q1: 22,706 shares; 2025Q2: 16,843 shares; 2025Q3: 16,655 shares; 2025Q4: 19,372 shares; 2026Q1: 19,068 shares 19,068 $2.77M <0.01% -304 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,544 shares; 2024Q4: 108,470 shares; 2025Q1: 93,053 shares; 2025Q2: 87,492 shares; 2025Q3: 82,546 shares; 2025Q4: 76,922 shares; 2026Q1: 74,195 shares 74,195 $2.76M <0.01% -2,727 Timeline BBCA 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: 25,409 shares; 2024Q4: 25,895 shares; 2025Q1: 23,059 shares; 2025Q2: 17,875 shares; 2025Q3: 16,919 shares; 2025Q4: 38,229 shares; 2026Q1: 29,212 shares 29,212 $2.75M <0.01% -9,017 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,064 shares; 2026Q1: 66,530 shares 66,530 $2.74M <0.01% +57,466 Timeline PFXF 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: 55,760 shares; 2024Q4: 61,179 shares; 2025Q1: 61,006 shares; 2025Q2: 67,940 shares; 2025Q3: 68,910 shares; 2025Q4: 157,681 shares; 2026Q1: 156,240 shares 156,240 $2.74M <0.01% -1,441 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,727 shares; 2024Q4: 40,465 shares; 2025Q1: 39,063 shares; 2025Q2: 42,613 shares; 2025Q3: 35,785 shares; 2025Q4: 36,707 shares; 2026Q1: 34,163 shares 34,163 $2.74M <0.01% -2,544 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,226 shares; 2024Q4: 49,506 shares; 2025Q1: 48,671 shares; 2025Q2: 50,423 shares; 2025Q3: 52,470 shares; 2025Q4: 53,308 shares; 2026Q1: 53,872 shares 53,872 $2.73M <0.01% +564 Timeline IYJ 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: 62,002 shares; 2024Q4: 65,286 shares; 2025Q1: 55,850 shares; 2025Q2: 57,701 shares; 2025Q3: 48,965 shares; 2025Q4: 18,497 shares; 2026Q1: 18,521 shares 18,521 $2.73M <0.01% +24 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,965 shares; 2024Q4: 10,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,227 shares; 2025Q4: 132,175 shares; 2026Q1: 142,185 shares 142,185 $2.73M <0.01% +10,010 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,330 shares; 2024Q4: 11,371 shares; 2025Q1: 11,373 shares; 2025Q2: 11,375 shares; 2025Q3: 9,613 shares; 2025Q4: 46,139 shares; 2026Q1: 46,878 shares 46,878 $2.72M <0.01% +739 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 33,782 shares; 2025Q1: 33,641 shares; 2025Q2: 33,276 shares; 2025Q3: 33,001 shares; 2025Q4: 32,932 shares; 2026Q1: 33,174 shares 33,174 $2.71M <0.01% +242 Timeline INDA 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: 56,304 shares; 2024Q4: 40,823 shares; 2025Q1: 40,422 shares; 2025Q2: 47,803 shares; 2025Q3: 54,808 shares; 2025Q4: 54,152 shares; 2026Q1: 57,647 shares 57,647 $2.7M <0.01% +3,495 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 25,533 shares; 2026Q1: 32,367 shares 32,367 $2.7M <0.01% +6,834 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares; 2025Q4: 87,643 shares; 2026Q1: 102,578 shares 102,578 $2.69M <0.01% +14,935 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,298 shares; 2024Q4: 251,056 shares; 2025Q1: 250,185 shares; 2025Q2: 213,065 shares; 2025Q3: 213,104 shares; 2025Q4: 257,465 shares; 2026Q1: 232,472 shares 232,472 $2.68M <0.01% -24,993 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732,357 shares; 2024Q4: 210,580 shares; 2025Q1: 359,049 shares; 2025Q2: 357,668 shares; 2025Q3: 288,965 shares; 2025Q4: 288,550 shares; 2026Q1: 316,978 shares 316,978 $2.68M <0.01% +28,428 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,957 shares; 2024Q4: 30,647 shares; 2025Q1: 33,937 shares; 2025Q2: 42,081 shares; 2025Q3: 41,668 shares; 2025Q4: 41,552 shares; 2026Q1: 11,173 shares 11,173 $2.68M <0.01% -30,379 Timeline CWI 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: 46,503 shares; 2024Q4: 49,493 shares; 2025Q1: 47,060 shares; 2025Q2: 51,780 shares; 2025Q3: 51,607 shares; 2025Q4: 52,879 shares; 2026Q1: 72,986 shares 72,986 $2.67M <0.01% +20,107 Timeline URA 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: 40,971 shares; 2024Q4: 53,652 shares; 2025Q1: 47,588 shares; 2025Q2: 46,034 shares; 2025Q3: 47,448 shares; 2025Q4: 51,871 shares; 2026Q1: 54,802 shares 54,802 $2.65M <0.01% +2,931 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,617 shares; 2024Q4: 27,560 shares; 2025Q1: 30,934 shares; 2025Q2: 32,352 shares; 2025Q3: 39,122 shares; 2025Q4: 36,050 shares; 2026Q1: 33,694 shares 33,694 $2.65M <0.01% -2,356 Timeline DFAX 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: 81,198 shares; 2024Q4: 81,300 shares; 2025Q1: 93,759 shares; 2025Q2: 93,423 shares; 2025Q3: 102,962 shares; 2025Q4: 77,693 shares; 2026Q1: 77,931 shares 77,931 $2.65M <0.01% +238 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,790 shares; 2024Q4: 55,531 shares; 2025Q1: 55,531 shares; 2025Q2: 55,506 shares; 2025Q3: 53,112 shares; 2025Q4: 92,667 shares; 2026Q1: 91,342 shares 91,342 $2.64M <0.01% -1,325 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,683 shares; 2025Q4: 9,274 shares; 2026Q1: 21,930 shares 21,930 $2.64M <0.01% +12,656 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622,884 shares; 2024Q4: 913,475 shares; 2025Q1: 3,381,121 shares; 2025Q2: 2,207,368 shares; 2025Q3: 414,154 shares; 2025Q4: 97,274 shares; 2026Q1: 96,162 shares 96,162 $2.64M <0.01% -1,112 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,476 shares; 2024Q4: 52,730 shares; 2025Q1: 62,653 shares; 2025Q2: 65,142 shares; 2025Q3: 94,227 shares; 2025Q4: 94,374 shares; 2026Q1: 93,514 shares 93,514 $2.64M <0.01% -860 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,303 shares; 2024Q4: 38,686 shares; 2025Q1: 15,601 shares; 2025Q2: 15,458 shares; 2025Q3: 15,104 shares; 2025Q4: 17,882 shares; 2026Q1: 26,456 shares 26,456 $2.64M <0.01% +8,574 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,832 shares; 2024Q4: 47,075 shares; 2025Q1: 54,223 shares; 2025Q2: 66,318 shares; 2025Q3: 85,016 shares; 2025Q4: 72,425 shares; 2026Q1: 64,585 shares 64,585 $2.64M <0.01% -7,840 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,720 shares; 2025Q3: 15,247 shares; 2025Q4: 14,406 shares; 2026Q1: 28,053 shares 28,053 $2.63M <0.01% +13,647 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,390 shares; 2024Q4: 42,411 shares; 2025Q1: 43,739 shares; 2025Q2: 35,622 shares; 2025Q3: 40,582 shares; 2025Q4: 39,579 shares; 2026Q1: 42,234 shares 42,234 $2.63M <0.01% +2,655 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,623 shares; 2024Q4: 15,738 shares; 2025Q1: 19,438 shares; 2025Q2: 30,382 shares; 2025Q3: 34,933 shares; 2025Q4: 37,985 shares; 2026Q1: 38,687 shares 38,687 $2.63M <0.01% +702 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,076 shares; 2025Q3: 40,307 shares; 2025Q4: 12,182 shares; 2026Q1: 13,207 shares 13,207 $2.62M <0.01% +1,025 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,432 shares; 2024Q4: 33,794 shares; 2025Q1: 15,971 shares; 2025Q2: 14,496 shares; 2025Q3: 13,613 shares; 2025Q4: 17,689 shares; 2026Q1: 24,482 shares 24,482 $2.62M <0.01% +6,793 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,952 shares; 2024Q4: 537,423 shares; 2025Q1: 114,967 shares; 2025Q2: 108,194 shares; 2025Q3: 89,699 shares; 2025Q4: 124,464 shares; 2026Q1: 130,394 shares 130,394 $2.61M <0.01% +5,930 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,128 shares; 2026Q1: 72,743 shares 72,743 $2.61M <0.01% -19,385 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,236 shares; 2024Q4: 38,240 shares; 2025Q1: 37,653 shares; 2025Q2: 34,845 shares; 2025Q3: 33,163 shares; 2025Q4: 36,661 shares; 2026Q1: 33,230 shares 33,230 $2.6M <0.01% -3,431 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,663 shares; 2024Q4: 93,100 shares; 2025Q1: 88,030 shares; 2025Q2: 166,119 shares; 2025Q3: 113,122 shares; 2025Q4: 115,943 shares; 2026Q1: 107,157 shares 107,157 $2.6M <0.01% -8,786 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,023 shares; 2024Q4: 30,897 shares; 2025Q1: 28,358 shares; 2025Q2: 36,841 shares; 2025Q3: 39,868 shares; 2025Q4: 45,586 shares; 2026Q1: 38,097 shares 38,097 $2.59M <0.01% -7,489 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,020 shares; 2024Q4: 29,514 shares; 2025Q1: 29,624 shares; 2025Q2: 29,765 shares; 2025Q3: 29,556 shares; 2025Q4: 29,692 shares; 2026Q1: 29,796 shares 29,796 $2.57M <0.01% +104 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,930 shares; 2024Q4: 37,284 shares; 2025Q1: 33,617 shares; 2025Q2: 36,796 shares; 2025Q3: 34,280 shares; 2025Q4: 40,316 shares; 2026Q1: 39,658 shares 39,658 $2.57M <0.01% -658 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,443 shares; 2024Q4: 60,426 shares; 2025Q1: 58,901 shares; 2025Q2: 61,559 shares; 2025Q3: 78,645 shares; 2025Q4: 80,234 shares; 2026Q1: 93,869 shares 93,869 $2.56M <0.01% +13,635 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW 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: 339 shares; 2025Q4: 15,554 shares; 2026Q1: 61,777 shares 61,777 $2.56M <0.01% +46,223 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,311 shares; 2025Q4: 14,623 shares; 2026Q1: 13,833 shares 13,833 $2.56M <0.01% -790 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,902 shares; 2025Q2: 14,589 shares; 2025Q3: 15,541 shares; 2025Q4: 19,544 shares; 2026Q1: 25,916 shares 25,916 $2.55M <0.01% +6,372 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,058 shares; 2025Q4: 31,010 shares; 2026Q1: 31,257 shares 31,257 $2.55M <0.01% +247 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,010 shares; 2024Q4: 265,135 shares; 2025Q1: 241,272 shares; 2025Q2: 267,160 shares; 2025Q3: 291,276 shares; 2025Q4: 291,264 shares; 2026Q1: 291,730 shares 291,730 $2.55M <0.01% +466 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,898 shares; 2025Q3: 54,057 shares; 2025Q4: 65,444 shares; 2026Q1: 66,281 shares 66,281 $2.55M <0.01% +837 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,880 shares; 2024Q4: 73,059 shares; 2025Q1: 87,412 shares; 2025Q2: 157,794 shares; 2025Q3: 157,832 shares; 2025Q4: 156,304 shares; 2026Q1: 176,460 shares 176,460 $2.54M <0.01% +20,156 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,313 shares; 2026Q1: 3,996 shares 3,996 $2.54M <0.01% +683 Timeline QMAR 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: 85,800 shares; 2024Q4: 85,800 shares; 2025Q1: 82,000 shares; 2025Q2: 82,000 shares; 2025Q3: 81,000 shares; 2025Q4: 77,000 shares; 2026Q1: 75,500 shares 75,500 $2.54M <0.01% -1,500 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,658 shares; 2024Q4: 53,439 shares; 2025Q1: 51,044 shares; 2025Q2: 51,905 shares; 2025Q3: 54,072 shares; 2025Q4: 50,328 shares; 2026Q1: 52,418 shares 52,418 $2.54M <0.01% +2,090 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,929 shares; 2025Q2: 12,468 shares; 2025Q3: 20,535 shares; 2025Q4: 20,528 shares; 2026Q1: 23,103 shares 23,103 $2.53M <0.01% +2,575 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,026 shares; 2025Q2: 60,232 shares; 2025Q3: 87,459 shares; 2025Q4: 120,928 shares; 2026Q1: 130,352 shares 130,352 $2.53M <0.01% +9,424 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,688 shares; 2025Q2: 14,574 shares; 2025Q3: 17,024 shares; 2025Q4: 20,978 shares; 2026Q1: 36,972 shares 36,972 $2.53M <0.01% +15,994 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,625 shares; 2026Q1: 53,312 shares 53,312 $2.53M <0.01% +51,687 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,189 shares; 2024Q4: 141,461 shares; 2025Q1: 143,723 shares; 2025Q2: 125,567 shares; 2025Q3: 124,035 shares; 2025Q4: 132,090 shares; 2026Q1: 111,320 shares 111,320 $2.53M <0.01% -20,770 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,606 shares; 2024Q4: 71,681 shares; 2025Q1: 62,514 shares; 2025Q2: 76,735 shares; 2025Q3: 54,543 shares; 2025Q4: 44,198 shares; 2026Q1: 60,625 shares 60,625 $2.53M <0.01% +16,427 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,964 shares; 2024Q4: 35,604 shares; 2025Q1: 59,137 shares; 2025Q2: 63,945 shares; 2025Q3: 57,799 shares; 2025Q4: 15,447 shares; 2026Q1: 19,240 shares 19,240 $2.52M <0.01% +3,793 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,845 shares; 2024Q4: 90,379 shares; 2025Q1: 78,310 shares; 2025Q2: 81,730 shares; 2025Q3: 76,056 shares; 2025Q4: 58,645 shares; 2026Q1: 66,525 shares 66,525 $2.52M <0.01% +7,880 Timeline FXN 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: 3,545 shares; 2025Q4: 4,795 shares; 2026Q1: 111,291 shares 111,291 $2.5M <0.01% +106,496 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-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: 513 shares; 2025Q4: 104,572 shares; 2026Q1: 96,387 shares 96,387 $2.49M <0.01% -8,185 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 1,892 shares; 2025Q4: 2,706 shares; 2026Q1: 3,412 shares 3,412 $2.48M <0.01% +706 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,358 shares; 2025Q2: 25,735 shares; 2025Q3: 30,953 shares; 2025Q4: 32,636 shares; 2026Q1: 35,212 shares 35,212 $2.48M <0.01% +2,576 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,910 shares; 2024Q4: 100,360 shares; 2025Q1: 102,008 shares; 2025Q2: 104,375 shares; 2025Q3: 110,038 shares; 2025Q4: 119,860 shares; 2026Q1: 120,930 shares 120,930 $2.47M <0.01% +1,070 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,028 shares; 2024Q4: 10,433 shares; 2025Q1: 20,704 shares; 2025Q2: 21,717 shares; 2025Q3: 20,141 shares; 2025Q4: 6,686 shares; 2026Q1: 6,658 shares 6,658 $2.42M <0.01% -28 Timeline JPIB 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: 410 shares; 2025Q4: 55,360 shares; 2026Q1: 50,557 shares 50,557 $2.42M <0.01% -4,803 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,787 shares; 2024Q4: 276,291 shares; 2025Q1: 281,002 shares; 2025Q2: 231,587 shares; 2025Q3: 225,069 shares; 2025Q4: 209,817 shares; 2026Q1: 131,604 shares 131,604 $2.41M <0.01% -78,213 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,301 shares; 2024Q4: 66,301 shares; 2025Q1: 66,301 shares; 2025Q2: 65,252 shares; 2025Q3: 65,310 shares; 2025Q4: 62,840 shares; 2026Q1: 61,511 shares 61,511 $2.4M <0.01% -1,329 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,400 shares; 2025Q3: 58,800 shares; 2025Q4: 82,808 shares; 2026Q1: 102,640 shares 102,640 $2.39M <0.01% +19,832 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,673 shares; 2025Q4: 8,954 shares; 2026Q1: 10,298 shares 10,298 $2.39M <0.01% +1,344 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,402 shares; 2024Q4: 22,682 shares; 2025Q1: 25,644 shares; 2025Q2: 25,499 shares; 2025Q3: 28,495 shares; 2025Q4: 26,713 shares; 2026Q1: 29,807 shares 29,807 $2.39M <0.01% +3,094 Timeline XYLD 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: 51,987 shares; 2024Q4: 55,296 shares; 2025Q1: 104,510 shares; 2025Q2: 92,594 shares; 2025Q3: 42,502 shares; 2025Q4: 65,927 shares; 2026Q1: 60,958 shares 60,958 $2.39M <0.01% -4,969 Timeline SPTL 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: 44,788 shares; 2024Q4: 404,311 shares; 2025Q1: 82,126 shares; 2025Q2: 73,727 shares; 2025Q3: 97,585 shares; 2025Q4: 93,793 shares; 2026Q1: 90,656 shares 90,656 $2.38M <0.01% -3,137 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,137 shares; 2024Q4: 29,995 shares; 2025Q1: 37,998 shares; 2025Q2: 41,515 shares; 2025Q3: 32,480 shares; 2025Q4: 43,815 shares; 2026Q1: 48,791 shares 48,791 $2.38M <0.01% +4,976 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 467,808 shares; 2025Q1: 467,808 shares; 2025Q2: 467,808 shares; 2025Q3: 467,808 shares; 2025Q4: 468,526 shares; 2026Q1: 469,594 shares 469,594 $2.38M <0.01% +1,068 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,429 shares; 2026Q1: 90,526 shares 90,526 $2.38M <0.01% +35,097 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,292 shares; 2025Q4: 15,380 shares; 2026Q1: 16,075 shares 16,075 $2.37M <0.01% +695 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,436 shares; 2024Q4: 26,388 shares; 2025Q1: 33,147 shares; 2025Q2: 26,708 shares; 2025Q3: 29,195 shares; 2025Q4: 20,636 shares; 2026Q1: 22,330 shares 22,330 $2.36M <0.01% +1,694 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,642 shares; 2024Q4: 48,253 shares; 2025Q1: 53,002 shares; 2025Q2: 68,071 shares; 2025Q3: 80,854 shares; 2025Q4: 88,594 shares; 2026Q1: 70,805 shares 70,805 $2.35M <0.01% -17,789 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,556 shares; 2024Q4: 15,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,923 shares; 2025Q4: 6,633 shares; 2026Q1: 20,061 shares 20,061 $2.35M <0.01% +13,428 Timeline DTH 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: 43,788 shares; 2024Q4: 43,756 shares; 2025Q1: 47,065 shares; 2025Q2: 45,378 shares; 2025Q3: 45,378 shares; 2025Q4: 45,272 shares; 2026Q1: 43,272 shares 43,272 $2.34M <0.01% -2,000 Timeline JNK 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: 19,614 shares; 2024Q4: 21,268 shares; 2025Q1: 20,945 shares; 2025Q2: 21,315 shares; 2025Q3: 20,494 shares; 2025Q4: 23,589 shares; 2026Q1: 24,430 shares 24,430 $2.34M <0.01% +841 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,222 shares; 2025Q4: 33,094 shares; 2026Q1: 10,772 shares 10,772 $2.34M <0.01% -22,322 Timeline QTEC 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: 16,528 shares; 2024Q4: 16,672 shares; 2025Q1: 16,383 shares; 2025Q2: not reported; 2025Q3: 7,879 shares; 2025Q4: 10,722 shares; 2026Q1: 10,772 shares 10,772 $2.33M <0.01% +50 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,602 shares; 2025Q4: 6,629 shares; 2026Q1: 9,488 shares 9,488 $2.32M <0.01% +2,859 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,090 shares; 2025Q2: not reported; 2025Q3: 7,668 shares; 2025Q4: 7,661 shares; 2026Q1: 8,228 shares 8,228 $2.32M <0.01% +567 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,418 shares; 2024Q4: 35,767 shares; 2025Q1: 40,777 shares; 2025Q2: 37,494 shares; 2025Q3: 37,954 shares; 2025Q4: 38,326 shares; 2026Q1: 39,373 shares 39,373 $2.32M <0.01% +1,047 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,780 shares; 2025Q4: 18,021 shares; 2026Q1: 17,151 shares 17,151 $2.31M <0.01% -870 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,800 shares; 2025Q4: 22,691 shares; 2026Q1: 24,536 shares 24,536 $2.31M <0.01% +1,845 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 5,208 shares; 2025Q4: 5,011 shares; 2026Q1: 82,093 shares 82,093 $2.3M <0.01% +77,082 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,549 shares; 2024Q4: 20,356 shares; 2025Q1: 33,026 shares; 2025Q2: 54,415 shares; 2025Q3: 72,830 shares; 2025Q4: 99,611 shares; 2026Q1: 110,307 shares 110,307 $2.29M <0.01% +10,696 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,789 shares; 2024Q4: 11,715 shares; 2025Q1: 13,569 shares; 2025Q2: 12,219 shares; 2025Q3: 11,946 shares; 2025Q4: 41,177 shares; 2026Q1: 31,591 shares 31,591 $2.29M <0.01% -9,586 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,214 shares; 2024Q4: 29,436 shares; 2025Q1: 28,839 shares; 2025Q2: 29,465 shares; 2025Q3: 29,057 shares; 2025Q4: 64,261 shares; 2026Q1: 63,396 shares 63,396 $2.28M <0.01% -865 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,514 shares; 2024Q4: 24,311 shares; 2025Q1: 24,311 shares; 2025Q2: 24,765 shares; 2025Q3: 27,728 shares; 2025Q4: 24,851 shares; 2026Q1: 29,387 shares 29,387 $2.28M <0.01% +4,536 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,883 shares; 2024Q4: 35,520 shares; 2025Q1: 35,628 shares; 2025Q2: 35,853 shares; 2025Q3: 37,496 shares; 2025Q4: 43,524 shares; 2026Q1: 45,024 shares 45,024 $2.27M <0.01% +1,500 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,931 shares; 2024Q4: 122,583 shares; 2025Q1: 122,275 shares; 2025Q2: 96,852 shares; 2025Q3: 50,934 shares; 2025Q4: 46,303 shares; 2026Q1: 46,242 shares 46,242 $2.27M <0.01% -61 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,854 shares; 2025Q1: 10,189 shares; 2025Q2: 11,180 shares; 2025Q3: 10,276 shares; 2025Q4: 18,659 shares; 2026Q1: 10,945 shares 10,945 $2.26M <0.01% -7,714 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,318 shares; 2024Q4: 164,314 shares; 2025Q1: 163,346 shares; 2025Q2: 162,413 shares; 2025Q3: 101,471 shares; 2025Q4: 94,834 shares; 2026Q1: 93,762 shares 93,762 $2.26M <0.01% -1,072 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,370 shares; 2025Q1: 10,630 shares; 2025Q2: not reported; 2025Q3: 10,396 shares; 2025Q4: 14,639 shares; 2026Q1: 15,312 shares 15,312 $2.25M <0.01% +673 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,384 shares; 2024Q4: 18,921 shares; 2025Q1: 21,957 shares; 2025Q2: 24,447 shares; 2025Q3: 25,135 shares; 2025Q4: 28,741 shares; 2026Q1: 31,765 shares 31,765 $2.25M <0.01% +3,024 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,527 shares; 2024Q4: 49,907 shares; 2025Q1: 44,749 shares; 2025Q2: 19,921 shares; 2025Q3: 12,347 shares; 2025Q4: 11,711 shares; 2026Q1: 10,883 shares 10,883 $2.25M <0.01% -828 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,304 shares; 2025Q4: 34,002 shares; 2026Q1: 47,660 shares 47,660 $2.24M <0.01% +13,658 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,368 shares; 2025Q1: 25,272 shares; 2025Q2: 25,310 shares; 2025Q3: 25,577 shares; 2025Q4: 25,549 shares; 2026Q1: 26,771 shares 26,771 $2.24M <0.01% +1,222 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,317 shares; 2025Q4: 14,076 shares; 2026Q1: 45,098 shares 45,098 $2.24M <0.01% +31,022 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,812 shares; 2024Q4: 17,860 shares; 2025Q1: 18,402 shares; 2025Q2: 16,520 shares; 2025Q3: 18,017 shares; 2025Q4: 36,424 shares; 2026Q1: 48,848 shares 48,848 $2.24M <0.01% +12,424 Timeline HYEM 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: 40,639 shares; 2025Q3: 43,495 shares; 2025Q4: 59,546 shares; 2026Q1: 113,480 shares 113,480 $2.24M <0.01% +53,934 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 11,517 shares; 2025Q1: 11,517 shares; 2025Q2: 11,811 shares; 2025Q3: 11,861 shares; 2025Q4: 11,862 shares; 2026Q1: 11,862 shares 11,862 $2.23M <0.01% 0 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,586 shares; 2025Q3: 22,855 shares; 2025Q4: 24,927 shares; 2026Q1: 25,771 shares 25,771 $2.21M <0.01% +844 Timeline DFAT 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: 16,465 shares; 2024Q4: 16,472 shares; 2025Q1: 18,387 shares; 2025Q2: 17,528 shares; 2025Q3: 17,945 shares; 2025Q4: 33,952 shares; 2026Q1: 35,241 shares 35,241 $2.2M <0.01% +1,289 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,422 shares; 2025Q1: 23,287 shares; 2025Q2: 16,180 shares; 2025Q3: 17,066 shares; 2025Q4: 45,946 shares; 2026Q1: 46,267 shares 46,267 $2.2M <0.01% +321 Timeline FNX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,770 shares; 2025Q4: 17,112 shares; 2026Q1: 17,053 shares 17,053 $2.19M <0.01% -59 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,712 shares; 2025Q4: 12,112 shares; 2026Q1: 11,529 shares 11,529 $2.18M <0.01% -583 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,397 shares; 2025Q4: 13,904 shares; 2026Q1: 16,041 shares 16,041 $2.17M <0.01% +2,137 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,994 shares; 2024Q4: 352,328 shares; 2025Q1: 356,708 shares; 2025Q2: 357,576 shares; 2025Q3: 343,743 shares; 2025Q4: 328,501 shares; 2026Q1: 328,586 shares 328,586 $2.17M <0.01% +85 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,281 shares; 2025Q4: 2,915 shares; 2026Q1: 29,449 shares 29,449 $2.16M <0.01% +26,534 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,707 shares; 2024Q4: 23,158 shares; 2025Q1: 45,417 shares; 2025Q2: 20,664 shares; 2025Q3: 29,425 shares; 2025Q4: 42,588 shares; 2026Q1: 51,057 shares 51,057 $2.16M <0.01% +8,469 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,072 shares; 2024Q4: 98,756 shares; 2025Q1: 263,482 shares; 2025Q2: 274,957 shares; 2025Q3: 275,619 shares; 2025Q4: 344,544 shares; 2026Q1: 244,056 shares 244,056 $2.16M <0.01% -100,488 Timeline DSTX 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: 117,795 shares; 2024Q4: 111,969 shares; 2025Q1: 70,378 shares; 2025Q2: 60,652 shares; 2025Q3: 77,122 shares; 2025Q4: 71,557 shares; 2026Q1: 65,818 shares 65,818 $2.13M <0.01% -5,739 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,380 shares; 2025Q4: 8,124 shares; 2026Q1: 6,437 shares 6,437 $2.13M <0.01% -1,687 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 20,000 shares; 2026Q1: 221,258 shares 221,258 $2.12M <0.01% +201,258 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,244 shares; 2024Q4: 12,768 shares; 2025Q1: 32,042 shares; 2025Q2: 33,013 shares; 2025Q3: 33,340 shares; 2025Q4: 26,425 shares; 2026Q1: 24,441 shares 24,441 $2.12M <0.01% -1,984 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,801 shares; 2024Q4: 46,606 shares; 2025Q1: 62,069 shares; 2025Q2: 54,207 shares; 2025Q3: 48,434 shares; 2025Q4: 53,900 shares; 2026Q1: 55,437 shares 55,437 $2.12M <0.01% +1,537 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,100 shares; 2024Q4: 170,650 shares; 2025Q1: 170,650 shares; 2025Q2: 174,691 shares; 2025Q3: 144,773 shares; 2025Q4: 144,000 shares; 2026Q1: 144,548 shares 144,548 $2.11M <0.01% +548 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 34,975 shares; 2025Q3: 59,425 shares; 2025Q4: 63,925 shares; 2026Q1: 113,613 shares 113,613 $2.11M <0.01% +49,688 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,383 shares; 2024Q4: 40,350 shares; 2025Q1: 74,244 shares; 2025Q2: 74,477 shares; 2025Q3: 97,857 shares; 2025Q4: 104,768 shares; 2026Q1: 151,034 shares 151,034 $2.11M <0.01% +46,266 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,574 shares; 2025Q1: 28,928 shares; 2025Q2: 29,617 shares; 2025Q3: 29,617 shares; 2025Q4: 29,617 shares; 2026Q1: 29,596 shares 29,596 $2.11M <0.01% -21 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 269 shares; 2025Q4: 579 shares; 2026Q1: 52,116 shares 52,116 $2.11M <0.01% +51,537 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,850 shares; 2024Q4: 74,866 shares; 2025Q1: 74,850 shares; 2025Q2: 74,998 shares; 2025Q3: 73,595 shares; 2025Q4: 68,787 shares; 2026Q1: 74,601 shares 74,601 $2.1M <0.01% +5,814 Timeline RODM 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: 23,579 shares; 2024Q4: 23,788 shares; 2025Q1: 23,338 shares; 2025Q2: 22,640 shares; 2025Q3: 41,073 shares; 2025Q4: 53,666 shares; 2026Q1: 53,364 shares 53,364 $2.1M <0.01% -302 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,868 shares; 2024Q4: 138,364 shares; 2025Q1: 142,649 shares; 2025Q2: 143,346 shares; 2025Q3: 140,994 shares; 2025Q4: 140,996 shares; 2026Q1: 142,061 shares 142,061 $2.1M <0.01% +1,065 Timeline VPC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,621 shares; 2025Q4: 5,537 shares; 2026Q1: 138,335 shares 138,335 $2.09M <0.01% +132,798 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,959 shares; 2025Q1: 35,273 shares; 2025Q2: 36,860 shares; 2025Q3: 36,709 shares; 2025Q4: 39,767 shares; 2026Q1: 39,509 shares 39,509 $2.09M <0.01% -258 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649,455 shares; 2024Q4: 571,387 shares; 2025Q1: 575,990 shares; 2025Q2: 545,472 shares; 2025Q3: 546,159 shares; 2025Q4: 394,194 shares; 2026Q1: 138,819 shares 138,819 $2.09M <0.01% -255,375 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,245 shares; 2024Q4: 92,599 shares; 2025Q1: 101,512 shares; 2025Q2: 124,335 shares; 2025Q3: 88,943 shares; 2025Q4: 77,466 shares; 2026Q1: 85,238 shares 85,238 $2.08M <0.01% +7,772 Timeline TPZ 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: 108,003 shares; 2025Q1: 99,705 shares; 2025Q2: 99,705 shares; 2025Q3: 100,915 shares; 2025Q4: 100,915 shares; 2026Q1: 94,705 shares 94,705 $2.07M <0.01% -6,210 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,359 shares; 2025Q1: 105,489 shares; 2025Q2: 107,227 shares; 2025Q3: 44,759 shares; 2025Q4: 41,139 shares; 2026Q1: 44,496 shares 44,496 $2.07M <0.01% +3,357 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,191 shares; 2024Q4: 103,627 shares; 2025Q1: 43,986 shares; 2025Q2: 55,753 shares; 2025Q3: 110,138 shares; 2025Q4: 44,117 shares; 2026Q1: 82,882 shares 82,882 $2.06M <0.01% +38,765 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,603 shares; 2025Q4: 24,336 shares; 2026Q1: 41,766 shares 41,766 $2.05M <0.01% +17,430 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,539 shares; 2024Q4: 11,308 shares; 2025Q1: 11,302 shares; 2025Q2: 10,807 shares; 2025Q3: 10,771 shares; 2025Q4: 11,606 shares; 2026Q1: 11,594 shares 11,594 $2.04M <0.01% -12 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,456 shares; 2025Q2: 61,791 shares; 2025Q3: 62,578 shares; 2025Q4: 128,872 shares; 2026Q1: 146,446 shares 146,446 $2.04M <0.01% +17,574 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,751 shares; 2024Q4: 189,699 shares; 2025Q1: 214,699 shares; 2025Q2: 218,352 shares; 2025Q3: 190,841 shares; 2025Q4: 187,188 shares; 2026Q1: 512,145 shares 512,145 $2.04M <0.01% +324,957 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,295 shares 82,295 $2.03M <0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,139 shares; 2025Q4: 17,431 shares; 2026Q1: 18,460 shares 18,460 $2.03M <0.01% +1,029 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,309 shares; 2024Q4: 32,083 shares; 2025Q1: 47,331 shares; 2025Q2: 40,963 shares; 2025Q3: 39,623 shares; 2025Q4: 45,040 shares; 2026Q1: 40,996 shares 40,996 $2.02M <0.01% -4,044 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,779 shares; 2025Q1: 381,314 shares; 2025Q2: 446,544 shares; 2025Q3: 182,278 shares; 2025Q4: 156,167 shares; 2026Q1: 140,140 shares 140,140 $2.02M <0.01% -16,027 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,109 shares; 2024Q4: 32,737 shares; 2025Q1: 32,746 shares; 2025Q2: 30,869 shares; 2025Q3: 32,304 shares; 2025Q4: 34,388 shares; 2026Q1: 34,996 shares 34,996 $2.02M <0.01% +608 Timeline BBAX 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: 33,745 shares; 2024Q4: 30,275 shares; 2025Q1: 29,534 shares; 2025Q2: 18,384 shares; 2025Q3: 13,230 shares; 2025Q4: 39,140 shares; 2026Q1: 33,881 shares 33,881 $2.01M <0.01% -5,259 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,252 shares; 2024Q4: 102,298 shares; 2025Q1: 102,478 shares; 2025Q2: 103,038 shares; 2025Q3: 102,781 shares; 2025Q4: 92,270 shares; 2026Q1: 106,633 shares 106,633 $2.01M <0.01% +14,363 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,906 shares; 2025Q4: 141,161 shares; 2026Q1: 93,303 shares 93,303 $2M <0.01% -47,858 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,376 shares; 2024Q4: 28,582 shares; 2025Q1: 30,614 shares; 2025Q2: 26,349 shares; 2025Q3: 26,244 shares; 2025Q4: 26,148 shares; 2026Q1: 26,285 shares 26,285 $2M <0.01% +137 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,336 shares; 2024Q4: 15,550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,053 shares; 2025Q4: 7,703 shares; 2026Q1: 27,877 shares 27,877 $2M <0.01% +20,174 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,486 shares; 2025Q3: 19,678 shares; 2025Q4: 27,354 shares; 2026Q1: 30,775 shares 30,775 $2M <0.01% +3,421 Timeline RFLR 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: 29,719 shares; 2026Q1: 68,673 shares 68,673 $1.99M <0.01% +38,954 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,963 shares; 2024Q4: 58,440 shares; 2025Q1: 52,161 shares; 2025Q2: 61,153 shares; 2025Q3: 54,204 shares; 2025Q4: 66,425 shares; 2026Q1: 100,932 shares 100,932 $1.99M <0.01% +34,507 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,233 shares; 2024Q4: 30,977 shares; 2025Q1: 30,416 shares; 2025Q2: 30,469 shares; 2025Q3: 30,142 shares; 2025Q4: 41,909 shares; 2026Q1: 39,349 shares 39,349 $1.99M <0.01% -2,560 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,934 shares; 2024Q4: 19,907 shares; 2025Q1: 21,334 shares; 2025Q2: 20,762 shares; 2025Q3: 25,631 shares; 2025Q4: 28,222 shares; 2026Q1: 29,649 shares 29,649 $1.98M <0.01% +1,427 Timeline FBCG 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: 5,731 shares; 2025Q4: 8,615 shares; 2026Q1: 39,551 shares 39,551 $1.98M <0.01% +30,936 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,755 shares; 2024Q4: 22,221 shares; 2025Q1: 23,789 shares; 2025Q2: 27,393 shares; 2025Q3: 21,324 shares; 2025Q4: 21,534 shares; 2026Q1: 25,880 shares 25,880 $1.98M <0.01% +4,346 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,016 shares; 2026Q1: 59,027 shares 59,027 $1.97M <0.01% -14,989 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,927 shares; 2024Q4: 37,049 shares; 2025Q1: 42,432 shares; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 3,480 shares; 2026Q1: 3,749 shares 3,749 $1.96M <0.01% +269 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,833 shares; 2024Q4: 15,999 shares; 2025Q1: 25,129 shares; 2025Q2: 33,649 shares; 2025Q3: 28,500 shares; 2025Q4: 32,883 shares; 2026Q1: 50,106 shares 50,106 $1.96M <0.01% +17,223 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,444 shares; 2024Q4: 41,976 shares; 2025Q1: 39,362 shares; 2025Q2: 66,119 shares; 2025Q3: 44,826 shares; 2025Q4: 68,318 shares; 2026Q1: 71,066 shares 71,066 $1.95M <0.01% +2,748 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,782 shares; 2025Q4: 6,811 shares; 2026Q1: 4,184 shares 4,184 $1.94M <0.01% -2,627 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 5,207 shares; 2026Q1: 6,400 shares 6,400 $1.93M <0.01% +1,193 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,680 shares; 2024Q4: 109,351 shares; 2025Q1: 112,312 shares; 2025Q2: 122,364 shares; 2025Q3: 82,108 shares; 2025Q4: 114,066 shares; 2026Q1: 170,558 shares 170,558 $1.92M <0.01% +56,492 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,443 shares; 2025Q4: 28,067 shares; 2026Q1: 38,679 shares 38,679 $1.92M <0.01% +10,612 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,211 shares; 2025Q3: 55,571 shares; 2025Q4: 49,890 shares; 2026Q1: 75,227 shares 75,227 $1.92M <0.01% +25,337 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,266 shares; 2024Q4: 29,167 shares; 2025Q1: 29,167 shares; 2025Q2: 28,990 shares; 2025Q3: 28,990 shares; 2025Q4: 29,004 shares; 2026Q1: 29,413 shares 29,413 $1.91M <0.01% +409 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,237 shares; 2024Q4: 320,747 shares; 2025Q1: 905,530 shares; 2025Q2: 599,375 shares; 2025Q3: 126,226 shares; 2025Q4: 117,752 shares; 2026Q1: 112,295 shares 112,295 $1.91M <0.01% -5,457 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: 13,643 shares; 2025Q1: not reported; 2025Q2: 11,166 shares; 2025Q3: 9,980 shares; 2025Q4: 17,760 shares; 2026Q1: 13,545 shares 13,545 $1.91M <0.01% -4,215 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,093 shares; 2024Q4: 96,340 shares; 2025Q1: 162,035 shares; 2025Q2: 129,168 shares; 2025Q3: 74,427 shares; 2025Q4: 51,184 shares; 2026Q1: 53,648 shares 53,648 $1.91M <0.01% +2,464 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,579 shares; 2024Q4: 55,562 shares; 2025Q1: 61,095 shares; 2025Q2: 61,215 shares; 2025Q3: 62,327 shares; 2025Q4: 41,810 shares; 2026Q1: 50,606 shares 50,606 $1.89M <0.01% +8,796 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,138 shares; 2025Q4: 6,254 shares; 2026Q1: 6,377 shares 6,377 $1.89M <0.01% +123 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,545 shares; 2024Q4: 78,885 shares; 2025Q1: 78,819 shares; 2025Q2: 84,403 shares; 2025Q3: 103,612 shares; 2025Q4: 85,534 shares; 2026Q1: 83,108 shares 83,108 $1.89M <0.01% -2,426 Timeline AIR AAR CORP More: the full row for AAR 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: 581 shares; 2025Q4: 17,161 shares; 2026Q1: 17,262 shares 17,262 $1.89M <0.01% +101 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,444 shares; 2024Q4: 17,701 shares; 2025Q1: 21,852 shares; 2025Q2: 21,866 shares; 2025Q3: 21,871 shares; 2025Q4: 23,125 shares; 2026Q1: 22,775 shares 22,775 $1.89M <0.01% -350 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,789 shares; 2024Q4: 11,290 shares; 2025Q1: 13,237 shares; 2025Q2: 14,976 shares; 2025Q3: 18,634 shares; 2025Q4: 25,356 shares; 2026Q1: 28,970 shares 28,970 $1.88M <0.01% +3,614 Timeline CMF 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: 20,506 shares; 2024Q4: 20,515 shares; 2025Q1: 31,208 shares; 2025Q2: 33,988 shares; 2025Q3: 24,986 shares; 2025Q4: 26,142 shares; 2026Q1: 33,071 shares 33,071 $1.88M <0.01% +6,929 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,566 shares; 2025Q4: 3,596 shares; 2026Q1: 5,732 shares 5,732 $1.87M <0.01% +2,136 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,374 shares; 2024Q4: 78,812 shares; 2025Q1: 14,661 shares; 2025Q2: 12,296 shares; 2025Q3: 12,000 shares; 2025Q4: 24,272 shares; 2026Q1: 24,695 shares 24,695 $1.86M <0.01% +423 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,577 shares; 2025Q4: 6,580 shares; 2026Q1: 11,451 shares 11,451 $1.86M <0.01% +4,871 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,023 shares; 2024Q4: 23,636 shares; 2025Q1: 36,901 shares; 2025Q2: 66,690 shares; 2025Q3: 38,281 shares; 2025Q4: 53,053 shares; 2026Q1: 57,156 shares 57,156 $1.86M <0.01% +4,103 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,251 shares; 2024Q4: 30,868 shares; 2025Q1: 25,404 shares; 2025Q2: 29,526 shares; 2025Q3: 28,532 shares; 2025Q4: 30,539 shares; 2026Q1: 32,484 shares 32,484 $1.86M <0.01% +1,945 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,663 shares; 2025Q3: 162,119 shares; 2025Q4: 163,013 shares; 2026Q1: 173,763 shares 173,763 $1.86M <0.01% +10,750 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,207 shares; 2024Q4: 14,218 shares; 2025Q1: 14,265 shares; 2025Q2: 14,318 shares; 2025Q3: 14,357 shares; 2025Q4: 14,395 shares; 2026Q1: 14,437 shares 14,437 $1.85M <0.01% +42 Timeline IHI 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: 34,863 shares; 2024Q4: 33,171 shares; 2025Q1: 39,821 shares; 2025Q2: 43,601 shares; 2025Q3: 32,661 shares; 2025Q4: 33,170 shares; 2026Q1: 34,651 shares 34,651 $1.85M <0.01% +1,481 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,778 shares; 2024Q4: 42,153 shares; 2025Q1: 43,856 shares; 2025Q2: 38,334 shares; 2025Q3: 39,904 shares; 2025Q4: 40,688 shares; 2026Q1: 44,301 shares 44,301 $1.85M <0.01% +3,613 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 906 shares; 2025Q4: 307 shares; 2026Q1: 126,898 shares 126,898 $1.84M <0.01% +126,591 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,167 shares; 2025Q4: 6,029 shares; 2026Q1: 12,688 shares 12,688 $1.84M <0.01% +6,659 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,722 shares; 2025Q4: 8,413 shares; 2026Q1: 4,739 shares 4,739 $1.84M <0.01% -3,674 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 8,858 shares; 2026Q1: 43,292 shares 43,292 $1.84M <0.01% +34,434 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,893 shares; 2024Q4: 51,910 shares; 2025Q1: 90,259 shares; 2025Q2: 114,170 shares; 2025Q3: 127,536 shares; 2025Q4: 90,780 shares; 2026Q1: 102,764 shares 102,764 $1.83M <0.01% +11,984 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,829 shares; 2024Q4: 118,445 shares; 2025Q1: 119,005 shares; 2025Q2: 129,319 shares; 2025Q3: 122,916 shares; 2025Q4: 113,060 shares; 2026Q1: 127,297 shares 127,297 $1.83M <0.01% +14,237 Timeline IWX 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: 21,684 shares; 2024Q4: 19,753 shares; 2025Q1: 20,026 shares; 2025Q2: 20,338 shares; 2025Q3: 20,286 shares; 2025Q4: 20,080 shares; 2026Q1: 19,672 shares 19,672 $1.82M <0.01% -408 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,107 shares; 2025Q1: 15,888 shares; 2025Q2: 37,499 shares; 2025Q3: 43,468 shares; 2025Q4: 47,683 shares; 2026Q1: 40,370 shares 40,370 $1.82M <0.01% -7,313 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,064 shares; 2024Q4: 18,566 shares; 2025Q1: 18,068 shares; 2025Q2: 20,403 shares; 2025Q3: 21,854 shares; 2025Q4: 40,967 shares; 2026Q1: 17,751 shares 17,751 $1.82M <0.01% -23,216 Timeline FIW 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: 14,765 shares; 2025Q4: 16,866 shares; 2026Q1: 17,615 shares 17,615 $1.82M <0.01% +749 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 50 shares; 2026Q1: 12,763 shares 12,763 $1.82M <0.01% +12,713 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,038 shares; 2024Q4: 137,838 shares; 2025Q1: 137,838 shares; 2025Q2: 137,838 shares; 2025Q3: 137,941 shares; 2025Q4: 140,218 shares; 2026Q1: 141,523 shares 141,523 $1.81M <0.01% +1,305 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,534 shares; 2024Q4: 24,312 shares; 2025Q1: 23,243 shares; 2025Q2: 20,936 shares; 2025Q3: 48,247 shares; 2025Q4: 95,605 shares; 2026Q1: 132,982 shares 132,982 $1.81M <0.01% +37,377 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,533 shares; 2024Q4: 434,911 shares; 2025Q1: 358,602 shares; 2025Q2: 249,277 shares; 2025Q3: 112,352 shares; 2025Q4: 100,490 shares; 2026Q1: 115,222 shares 115,222 $1.81M <0.01% +14,732 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,189 shares; 2024Q4: 176,602 shares; 2025Q1: 176,414 shares; 2025Q2: 177,841 shares; 2025Q3: 182,545 shares; 2025Q4: 176,190 shares; 2026Q1: 175,651 shares 175,651 $1.81M <0.01% -539 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,923 shares; 2025Q1: not reported; 2025Q2: 11,801 shares; 2025Q3: 9,680 shares; 2025Q4: 16,166 shares; 2026Q1: 21,343 shares 21,343 $1.81M <0.01% +5,177 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,489 shares; 2024Q4: 55,499 shares; 2025Q1: 61,177 shares; 2025Q2: 69,422 shares; 2025Q3: 66,908 shares; 2025Q4: 70,801 shares; 2026Q1: 68,958 shares 68,958 $1.8M <0.01% -1,843 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,358 shares; 2024Q4: 197,887 shares; 2025Q1: 185,784 shares; 2025Q2: 205,816 shares; 2025Q3: 193,898 shares; 2025Q4: 184,786 shares; 2026Q1: 156,578 shares 156,578 $1.8M <0.01% -28,208 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,600 shares; 2025Q1: 24,582 shares; 2025Q2: 25,586 shares; 2025Q3: 33,207 shares; 2025Q4: 29,736 shares; 2026Q1: 25,995 shares 25,995 $1.79M <0.01% -3,741 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,681 shares; 2025Q3: 111,890 shares; 2025Q4: 90,449 shares; 2026Q1: 16,374 shares 16,374 $1.79M <0.01% -74,075 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,534 shares; 2025Q4: 963 shares; 2026Q1: 27,225 shares 27,225 $1.79M <0.01% +26,262 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,387 shares; 2025Q4: 5,345 shares; 2026Q1: 6,066 shares 6,066 $1.79M <0.01% +721 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,378 shares; 2025Q3: 10,752 shares; 2025Q4: 9,901 shares; 2026Q1: 45,438 shares 45,438 $1.79M <0.01% +35,537 Timeline FENI 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: 45,268 shares; 2025Q4: 47,322 shares; 2026Q1: 47,931 shares 47,931 $1.78M <0.01% +609 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,076 shares; 2024Q4: 26,332 shares; 2025Q1: 26,898 shares; 2025Q2: 27,089 shares; 2025Q3: 27,559 shares; 2025Q4: 25,750 shares; 2026Q1: 27,821 shares 27,821 $1.77M <0.01% +2,071 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,762 shares; 2025Q2: not reported; 2025Q3: 6,226 shares; 2025Q4: 14,898 shares; 2026Q1: 18,597 shares 18,597 $1.76M <0.01% +3,699 Timeline NUBD 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: not reported; 2024Q4: 18,200 shares; 2025Q1: 22,515 shares; 2025Q2: 30,755 shares; 2025Q3: 77,266 shares; 2025Q4: 93,876 shares; 2026Q1: 78,979 shares 78,979 $1.75M <0.01% -14,897 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,035 shares; 2024Q4: 53,035 shares; 2025Q1: 66,444 shares; 2025Q2: 95,846 shares; 2025Q3: 96,298 shares; 2025Q4: 122,773 shares; 2026Q1: 127,700 shares 127,700 $1.75M <0.01% +4,927 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 11,094 shares; 2025Q1: 11,094 shares; 2025Q2: 11,359 shares; 2025Q3: 11,432 shares; 2025Q4: 50,764 shares; 2026Q1: 69,069 shares 69,069 $1.73M <0.01% +18,305 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,779 shares; 2024Q4: 24,290 shares; 2025Q1: 23,118 shares; 2025Q2: 32,462 shares; 2025Q3: 36,421 shares; 2025Q4: 26,629 shares; 2026Q1: 30,660 shares 30,660 $1.73M <0.01% +4,031 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,488 shares; 2025Q2: not reported; 2025Q3: 12,109 shares; 2025Q4: 21,379 shares; 2026Q1: 34,374 shares 34,374 $1.73M <0.01% +12,995 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,489 shares; 2025Q3: 14,217 shares; 2025Q4: 21,145 shares; 2026Q1: 14,998 shares 14,998 $1.73M <0.01% -6,147 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 5,944 shares; 2025Q4: 5,773 shares; 2026Q1: 6,132 shares 6,132 $1.72M <0.01% +359 Timeline IWLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,241 shares; 2026Q1: 35,680 shares 35,680 $1.7M <0.01% +13,439 Timeline THRO 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: 21,173 shares; 2025Q4: 39,295 shares; 2026Q1: 46,941 shares 46,941 $1.7M <0.01% +7,646 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,630 shares; 2024Q4: 178,316 shares; 2025Q1: 26,192 shares; 2025Q2: 29,189 shares; 2025Q3: 20,201 shares; 2025Q4: 22,719 shares; 2026Q1: 23,231 shares 23,231 $1.7M <0.01% +512 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,444 shares; 2025Q4: 12,176 shares; 2026Q1: 29,069 shares 29,069 $1.7M <0.01% +16,893 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,826 shares; 2024Q4: 280,124 shares; 2025Q1: 324,486 shares; 2025Q2: 366,542 shares; 2025Q3: 524,513 shares; 2025Q4: 508,011 shares; 2026Q1: 135,793 shares 135,793 $1.68M <0.01% -372,218 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,425 shares; 2025Q4: 72,050 shares; 2026Q1: 111,800 shares 111,800 $1.68M <0.01% +39,750 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 33,601 shares; 2025Q1: 32,044 shares; 2025Q2: 26,884 shares; 2025Q3: 25,110 shares; 2025Q4: 36,816 shares; 2026Q1: 35,308 shares 35,308 $1.68M <0.01% -1,508 Timeline ILCV 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: 12,463 shares; 2025Q3: 6,873 shares; 2025Q4: 17,925 shares; 2026Q1: 17,972 shares 17,972 $1.67M <0.01% +47 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,156 shares; 2024Q4: 16,003 shares; 2025Q1: 21,415 shares; 2025Q2: 19,541 shares; 2025Q3: 16,733 shares; 2025Q4: 16,386 shares; 2026Q1: 16,147 shares 16,147 $1.67M <0.01% -239 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,171 shares; 2024Q4: 137,252 shares; 2025Q1: 180,846 shares; 2025Q2: 153,448 shares; 2025Q3: 154,175 shares; 2025Q4: 149,847 shares; 2026Q1: 155,580 shares 155,580 $1.67M <0.01% +5,733 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,992 shares; 2024Q4: 19,295 shares; 2025Q1: 22,363 shares; 2025Q2: 18,139 shares; 2025Q3: 16,448 shares; 2025Q4: 16,622 shares; 2026Q1: 22,930 shares 22,930 $1.67M <0.01% +6,308 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,687 shares; 2024Q4: 148,485 shares; 2025Q1: 164,485 shares; 2025Q2: 161,791 shares; 2025Q3: 147,565 shares; 2025Q4: 145,361 shares; 2026Q1: 142,975 shares 142,975 $1.67M <0.01% -2,386 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,129 shares; 2024Q4: 14,166 shares; 2025Q1: 14,333 shares; 2025Q2: 14,805 shares; 2025Q3: 13,983 shares; 2025Q4: 19,078 shares; 2026Q1: 23,169 shares 23,169 $1.66M <0.01% +4,091 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,948 shares; 2024Q4: 41,468 shares; 2025Q1: 35,457 shares; 2025Q2: 34,130 shares; 2025Q3: 69,839 shares; 2025Q4: 84,308 shares; 2026Q1: 201,279 shares 201,279 $1.66M <0.01% +116,971 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,115 shares; 2025Q2: 20,426 shares; 2025Q3: 20,511 shares; 2025Q4: 36,241 shares; 2026Q1: 37,160 shares 37,160 $1.66M <0.01% +919 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,297 shares; 2025Q4: 4,643 shares; 2026Q1: 8,141 shares 8,141 $1.66M <0.01% +3,498 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,295 shares; 2025Q4: 54,849 shares; 2026Q1: 74,038 shares 74,038 $1.65M <0.01% +19,189 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,513 shares; 2025Q4: 3,637 shares; 2026Q1: 4,944 shares 4,944 $1.65M <0.01% +1,307 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,653 shares; 2024Q4: 36,535 shares; 2025Q1: 34,854 shares; 2025Q2: 56,674 shares; 2025Q3: 53,376 shares; 2025Q4: 64,263 shares; 2026Q1: 65,094 shares 65,094 $1.65M <0.01% +831 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN 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: 2,939 shares; 2025Q4: 916 shares; 2026Q1: 123,801 shares 123,801 $1.65M <0.01% +122,885 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,900 shares; 2026Q1: 48,335 shares 48,335 $1.64M <0.01% +25,435 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,269 shares; 2024Q4: 142,376 shares; 2025Q1: 135,836 shares; 2025Q2: 144,454 shares; 2025Q3: 146,375 shares; 2025Q4: 68,147 shares; 2026Q1: 95,568 shares 95,568 $1.64M <0.01% +27,421 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,365 shares; 2025Q3: 33,895 shares; 2025Q4: 35,827 shares; 2026Q1: 40,244 shares 40,244 $1.63M <0.01% +4,417 Timeline UCON 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: 28,383 shares; 2024Q4: 26,985 shares; 2025Q1: 51,503 shares; 2025Q2: 53,635 shares; 2025Q3: 53,726 shares; 2025Q4: 69,625 shares; 2026Q1: 65,789 shares 65,789 $1.63M <0.01% -3,836 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,301 shares; 2024Q4: 28,948 shares; 2025Q1: 27,564 shares; 2025Q2: 31,204 shares; 2025Q3: 27,848 shares; 2025Q4: 26,854 shares; 2026Q1: 31,372 shares 31,372 $1.63M <0.01% +4,518 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,500 shares; 2024Q4: 29,306 shares; 2025Q1: 30,351 shares; 2025Q2: 28,840 shares; 2025Q3: 31,816 shares; 2025Q4: 31,233 shares; 2026Q1: 30,987 shares 30,987 $1.62M <0.01% -246 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,576 shares; 2024Q4: 60,134 shares; 2025Q1: 48,540 shares; 2025Q2: 27,050 shares; 2025Q3: 32,195 shares; 2025Q4: 32,012 shares; 2026Q1: 31,240 shares 31,240 $1.62M <0.01% -772 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,216 shares; 2025Q4: 9,735 shares; 2026Q1: 19,491 shares 19,491 $1.6M <0.01% +9,756 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,607 shares; 2025Q3: 6,857 shares; 2025Q4: 13,678 shares; 2026Q1: 34,026 shares 34,026 $1.6M <0.01% +20,348 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 211 shares; 2025Q4: 101,658 shares; 2026Q1: 7,352 shares 7,352 $1.6M <0.01% -94,306 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,069 shares; 2024Q4: 16,558 shares; 2025Q1: 14,630 shares; 2025Q2: 24,037 shares; 2025Q3: 19,097 shares; 2025Q4: 19,543 shares; 2026Q1: 17,737 shares 17,737 $1.6M <0.01% -1,806 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,463 shares; 2024Q4: 361,066 shares; 2025Q1: 285,191 shares; 2025Q2: 278,129 shares; 2025Q3: 112,995 shares; 2025Q4: 56,949 shares; 2026Q1: 116,024 shares 116,024 $1.6M <0.01% +59,075 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,412 shares; 2025Q4: 9,737 shares; 2026Q1: 10,057 shares 10,057 $1.59M <0.01% +320 Timeline IHF 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: 13,209 shares; 2025Q1: 16,458 shares; 2025Q2: 33,908 shares; 2025Q3: 30,140 shares; 2025Q4: 34,764 shares; 2026Q1: 37,930 shares 37,930 $1.59M <0.01% +3,166 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,652 shares; 2024Q4: 71,020 shares; 2025Q1: 24,318 shares; 2025Q2: 23,679 shares; 2025Q3: 27,389 shares; 2025Q4: 22,292 shares; 2026Q1: 25,717 shares 25,717 $1.59M <0.01% +3,425 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,458 shares; 2024Q4: 223,350 shares; 2025Q1: 285,962 shares; 2025Q2: 15,186 shares; 2025Q3: 13,096 shares; 2025Q4: 15,173 shares; 2026Q1: 19,296 shares 19,296 $1.56M <0.01% +4,123 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 7,696 shares; 2025Q4: 11,738 shares; 2026Q1: 18,065 shares 18,065 $1.56M <0.01% +6,327 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,272 shares; 2024Q4: 41,464 shares; 2025Q1: 45,160 shares; 2025Q2: 46,435 shares; 2025Q3: 37,239 shares; 2025Q4: 37,725 shares; 2026Q1: 39,557 shares 39,557 $1.55M <0.01% +1,832 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,201 shares; 2025Q2: 74,094 shares; 2025Q3: 69,525 shares; 2025Q4: 61,004 shares; 2026Q1: 64,920 shares 64,920 $1.55M <0.01% +3,916 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 16,964 shares; 2025Q1: 15,985 shares; 2025Q2: 17,151 shares; 2025Q3: 16,485 shares; 2025Q4: 22,952 shares; 2026Q1: 19,779 shares 19,779 $1.55M <0.01% -3,173 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,291 shares; 2024Q4: 45,558 shares; 2025Q1: 19,675 shares; 2025Q2: 35,676 shares; 2025Q3: 33,503 shares; 2025Q4: 33,045 shares; 2026Q1: 33,322 shares 33,322 $1.55M <0.01% +277 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,711 shares; 2024Q4: 31,659 shares; 2025Q1: 57,811 shares; 2025Q2: 62,306 shares; 2025Q3: 64,734 shares; 2025Q4: 46,209 shares; 2026Q1: 42,413 shares 42,413 $1.54M <0.01% -3,796 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,094 shares; 2024Q4: 229,221 shares; 2025Q1: 236,175 shares; 2025Q2: 230,605 shares; 2025Q3: 227,782 shares; 2025Q4: 218,266 shares; 2026Q1: 211,845 shares 211,845 $1.53M <0.01% -6,421 Timeline DNL 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: 66,164 shares; 2025Q1: 40,968 shares; 2025Q2: 35,910 shares; 2025Q3: 44,415 shares; 2025Q4: 240,226 shares; 2026Q1: 37,864 shares 37,864 $1.53M <0.01% -202,362 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 16,382 shares; 2026Q1: 16,785 shares 16,785 $1.53M <0.01% +403 Timeline NVR NVR INC More: the full row for NVR 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: 137 shares; 2025Q4: 185 shares; 2026Q1: 231 shares 231 $1.52M <0.01% +46 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,028 shares; 2024Q4: 24,551 shares; 2025Q1: 28,336 shares; 2025Q2: 24,213 shares; 2025Q3: 24,215 shares; 2025Q4: 23,774 shares; 2026Q1: 38,712 shares 38,712 $1.52M <0.01% +14,938 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,741 shares; 2024Q4: 45,681 shares; 2025Q1: 44,036 shares; 2025Q2: 46,765 shares; 2025Q3: 64,446 shares; 2025Q4: 55,144 shares; 2026Q1: 60,603 shares 60,603 $1.52M <0.01% +5,459 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,550 shares; 2024Q4: 24,464 shares; 2025Q1: 15,239 shares; 2025Q2: 20,003 shares; 2025Q3: 19,683 shares; 2025Q4: 31,065 shares; 2026Q1: 59,434 shares 59,434 $1.52M <0.01% +28,369 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH 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: 19 shares; 2025Q4: 56 shares; 2026Q1: 83,178 shares 83,178 $1.5M <0.01% +83,122 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,826 shares; 2025Q4: 3,532 shares; 2026Q1: 54,257 shares 54,257 $1.5M <0.01% +50,725 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,376 shares; 2024Q4: 169,169 shares; 2025Q1: 169,819 shares; 2025Q2: 172,474 shares; 2025Q3: 159,987 shares; 2025Q4: 144,294 shares; 2026Q1: 145,654 shares 145,654 $1.5M <0.01% +1,360 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,198 shares; 2024Q4: 236,414 shares; 2025Q1: 232,815 shares; 2025Q2: 32,909 shares; 2025Q3: 30,588 shares; 2025Q4: 33,658 shares; 2026Q1: 33,635 shares 33,635 $1.5M <0.01% -23 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,134 shares; 2024Q4: 36,500 shares; 2025Q1: 81,803 shares; 2025Q2: 60,953 shares; 2025Q3: 41,718 shares; 2025Q4: 56,319 shares; 2026Q1: 42,136 shares 42,136 $1.49M <0.01% -14,183 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 20,548 shares; 2025Q1: 62,233 shares; 2025Q2: 52,687 shares; 2025Q3: 10,426 shares; 2025Q4: 10,168 shares; 2026Q1: 11,397 shares 11,397 $1.49M <0.01% +1,229 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,702 shares; 2024Q4: 46,652 shares; 2025Q1: 47,285 shares; 2025Q2: 45,019 shares; 2025Q3: 45,079 shares; 2025Q4: 45,253 shares; 2026Q1: 36,700 shares 36,700 $1.49M <0.01% -8,553 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: 2,751 shares; 2026Q1: 4,996 shares 4,996 $1.49M <0.01% +2,245 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,594 shares; 2025Q4: 18,792 shares; 2026Q1: 18,725 shares 18,725 $1.48M <0.01% -67 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,417 shares; 2024Q4: 53,324 shares; 2025Q1: 89,315 shares; 2025Q2: 73,315 shares; 2025Q3: 23,414 shares; 2025Q4: 50,977 shares; 2026Q1: 98,975 shares 98,975 $1.48M <0.01% +47,998 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,950 shares; 2025Q3: 25,472 shares; 2025Q4: 36,911 shares; 2026Q1: 67,963 shares 67,963 $1.47M <0.01% +31,052 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,500 shares; 2025Q3: 105,850 shares; 2025Q4: 107,101 shares; 2026Q1: 101,102 shares 101,102 $1.46M <0.01% -5,999 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,617 shares; 2025Q4: 15,995 shares; 2026Q1: 22,130 shares 22,130 $1.45M <0.01% +6,135 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,348 shares; 2024Q4: 52,348 shares; 2025Q1: 44,798 shares; 2025Q2: 44,807 shares; 2025Q3: 44,811 shares; 2025Q4: 43,149 shares; 2026Q1: 42,225 shares 42,225 $1.45M <0.01% -924 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,974 shares; 2024Q4: 14,802 shares; 2025Q1: 17,614 shares; 2025Q2: 22,807 shares; 2025Q3: 21,320 shares; 2025Q4: 17,168 shares; 2026Q1: 20,412 shares 20,412 $1.45M <0.01% +3,244 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,858 shares; 2024Q4: 25,983 shares; 2025Q1: 26,289 shares; 2025Q2: 26,341 shares; 2025Q3: 25,513 shares; 2025Q4: 34,328 shares; 2026Q1: 33,809 shares 33,809 $1.45M <0.01% -519 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,683 shares; 2024Q4: 58,900 shares; 2025Q1: not reported; 2025Q2: 66,101 shares; 2025Q3: 52,430 shares; 2025Q4: 31,137 shares; 2026Q1: 133,756 shares 133,756 $1.45M <0.01% +102,619 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,698 shares; 2025Q4: 39,481 shares; 2026Q1: 78,418 shares 78,418 $1.45M <0.01% +38,937 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,632 shares; 2024Q4: 97,278 shares; 2025Q1: 83,247 shares; 2025Q2: 107,719 shares; 2025Q3: 94,758 shares; 2025Q4: 91,296 shares; 2026Q1: 75,311 shares 75,311 $1.45M <0.01% -15,985 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & 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: 1,037 shares; 2025Q4: 1,241 shares; 2026Q1: 1,248 shares 1,248 $1.44M <0.01% +7 BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 2,564 shares; 2025Q4: 3,873 shares; 2026Q1: 4,414 shares 4,414 $1.44M <0.01% +541 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,625 shares; 2025Q4: 9,546 shares; 2026Q1: 10,311 shares 10,311 $1.44M <0.01% +765 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,037 shares; 2025Q2: not reported; 2025Q3: 8,950 shares; 2025Q4: 14,491 shares; 2026Q1: 17,146 shares 17,146 $1.43M <0.01% +2,655 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 40,998 shares; 2025Q1: 50,332 shares; 2025Q2: 49,666 shares; 2025Q3: 49,762 shares; 2025Q4: 47,704 shares; 2026Q1: 46,954 shares 46,954 $1.43M <0.01% -750 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,622 shares; 2025Q4: 16,332 shares; 2026Q1: 17,688 shares 17,688 $1.43M <0.01% +1,356 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,552 shares; 2024Q4: 114,596 shares; 2025Q1: 109,631 shares; 2025Q2: 43,202 shares; 2025Q3: 41,140 shares; 2025Q4: 38,789 shares; 2026Q1: 34,020 shares 34,020 $1.43M <0.01% -4,769 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,076 shares; 2024Q4: 29,562 shares; 2025Q1: 129,013 shares; 2025Q2: 128,969 shares; 2025Q3: 131,406 shares; 2025Q4: 83,341 shares; 2026Q1: 14,836 shares 14,836 $1.42M <0.01% -68,505 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,053 shares; 2024Q4: 12,208 shares; 2025Q1: 10,870 shares; 2025Q2: not reported; 2025Q3: 9,555 shares; 2025Q4: 10,663 shares; 2026Q1: 9,907 shares 9,907 $1.42M <0.01% -756 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 7,473 shares; 2026Q1: 10,541 shares 10,541 $1.42M <0.01% +3,068 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,393 shares; 2024Q4: 90,901 shares; 2025Q1: 117,326 shares; 2025Q2: 115,626 shares; 2025Q3: 147,428 shares; 2025Q4: 86,411 shares; 2026Q1: 7,970 shares 7,970 $1.42M <0.01% -78,441 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 25,992 shares; 2026Q1: 30,252 shares 30,252 $1.41M <0.01% +4,260 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 7,022 shares; 2025Q4: 8,453 shares; 2026Q1: 7,829 shares 7,829 $1.41M <0.01% -624 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,253 shares; 2025Q1: 36,423 shares; 2025Q2: 36,773 shares; 2025Q3: 34,586 shares; 2025Q4: 35,039 shares; 2026Q1: 35,644 shares 35,644 $1.41M <0.01% +605 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,922 shares; 2025Q4: 9,153 shares; 2026Q1: 14,862 shares 14,862 $1.41M <0.01% +5,709 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,707 shares; 2024Q4: 15,307 shares; 2025Q1: 27,815 shares; 2025Q2: 23,192 shares; 2025Q3: 21,388 shares; 2025Q4: 7,355 shares; 2026Q1: 6,729 shares 6,729 $1.41M <0.01% -626 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,155 shares; 2024Q4: 18,292 shares; 2025Q1: 14,765 shares; 2025Q2: 14,092 shares; 2025Q3: 15,302 shares; 2025Q4: 12,205 shares; 2026Q1: 18,854 shares 18,854 $1.4M <0.01% +6,649 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,882 shares; 2024Q4: 17,631 shares; 2025Q1: 16,038 shares; 2025Q2: 16,776 shares; 2025Q3: 15,513 shares; 2025Q4: 21,500 shares; 2026Q1: 23,216 shares 23,216 $1.4M <0.01% +1,716 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,634 shares; 2024Q4: 22,807 shares; 2025Q1: 25,499 shares; 2025Q2: 25,181 shares; 2025Q3: 23,396 shares; 2025Q4: 23,583 shares; 2026Q1: 36,662 shares 36,662 $1.4M <0.01% +13,079 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,768 shares; 2024Q4: 16,268 shares; 2025Q1: 15,274 shares; 2025Q2: 22,899 shares; 2025Q3: 17,282 shares; 2025Q4: 22,552 shares; 2026Q1: 21,654 shares 21,654 $1.4M <0.01% -898 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,954 shares; 2024Q4: 14,088 shares; 2025Q1: 16,328 shares; 2025Q2: 19,400 shares; 2025Q3: 21,598 shares; 2025Q4: 30,951 shares; 2026Q1: 27,591 shares 27,591 $1.4M <0.01% -3,360 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,576 shares; 2025Q1: 14,572 shares; 2025Q2: 17,789 shares; 2025Q3: 17,375 shares; 2025Q4: 45,908 shares; 2026Q1: 45,310 shares 45,310 $1.4M <0.01% -598 Timeline TOTL 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: 23,079 shares; 2024Q4: 24,161 shares; 2025Q1: 24,534 shares; 2025Q2: 35,387 shares; 2025Q3: 37,078 shares; 2025Q4: 41,932 shares; 2026Q1: 35,167 shares 35,167 $1.4M <0.01% -6,765 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,882 shares; 2024Q4: 20,987 shares; 2025Q1: 21,079 shares; 2025Q2: 26,762 shares; 2025Q3: 18,661 shares; 2025Q4: 21,139 shares; 2026Q1: 29,722 shares 29,722 $1.39M <0.01% +8,583 Timeline MTBA 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: 1,000 shares; 2025Q4: 3,750 shares; 2026Q1: 28,095 shares 28,095 $1.39M <0.01% +24,345 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,364 shares; 2024Q4: 15,903 shares; 2025Q1: 16,278 shares; 2025Q2: 16,993 shares; 2025Q3: 17,044 shares; 2025Q4: 16,938 shares; 2026Q1: 18,954 shares 18,954 $1.38M <0.01% +2,016 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,890 shares; 2024Q4: 41,326 shares; 2025Q1: 12,366 shares; 2025Q2: 13,361 shares; 2025Q3: 12,678 shares; 2025Q4: 12,257 shares; 2026Q1: 14,791 shares 14,791 $1.38M <0.01% +2,534 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,024 shares; 2025Q4: 7,072 shares; 2026Q1: 6,743 shares 6,743 $1.38M <0.01% -329 Timeline DHS 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: 10,213 shares; 2024Q4: 13,388 shares; 2025Q1: 11,869 shares; 2025Q2: 11,679 shares; 2025Q3: 12,014 shares; 2025Q4: 12,240 shares; 2026Q1: 12,598 shares 12,598 $1.38M <0.01% +358 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,670 shares; 2026Q1: 31,885 shares 31,885 $1.37M <0.01% +19,215 Timeline AOR 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: 15,602 shares; 2024Q4: 15,404 shares; 2025Q1: 17,601 shares; 2025Q2: 19,991 shares; 2025Q3: 22,714 shares; 2025Q4: 21,566 shares; 2026Q1: 21,316 shares 21,316 $1.37M <0.01% -250 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,215 shares; 2024Q4: 57,215 shares; 2025Q1: 45,450 shares; 2025Q2: 44,001 shares; 2025Q3: 60,659 shares; 2025Q4: 67,920 shares; 2026Q1: 62,120 shares 62,120 $1.37M <0.01% -5,800 Timeline FDIS 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: 16,882 shares; 2024Q4: 15,936 shares; 2025Q1: 13,573 shares; 2025Q2: 13,950 shares; 2025Q3: 14,902 shares; 2025Q4: 14,773 shares; 2026Q1: 14,649 shares 14,649 $1.37M <0.01% -124 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212,000 shares; 2025Q1: 212,000 shares; 2025Q2: 212,100 shares; 2025Q3: 201,105 shares; 2025Q4: 201,451 shares; 2026Q1: 307,858 shares 307,858 $1.36M <0.01% +106,407 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,588 shares; 2024Q4: 156,831 shares; 2025Q1: 151,551 shares; 2025Q2: 142,413 shares; 2025Q3: 148,832 shares; 2025Q4: 137,991 shares; 2026Q1: 131,227 shares 131,227 $1.36M <0.01% -6,764 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,988 shares; 2025Q4: 22,409 shares; 2026Q1: 21,935 shares 21,935 $1.36M <0.01% -474 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,609 shares; 2025Q4: 6,469 shares; 2026Q1: 7,397 shares 7,397 $1.35M <0.01% +928 Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,032 shares; 2025Q1: 78,500 shares; 2025Q2: 62,306 shares; 2025Q3: 148,647 shares; 2025Q4: 123,500 shares; 2026Q1: 124,027 shares 124,027 $1.34M <0.01% +527 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 991 shares; 2026Q1: 11,571 shares 11,571 $1.34M <0.01% +10,580 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,730 shares; 2024Q4: 13,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,957 shares; 2025Q4: 6,707 shares; 2026Q1: 4,166 shares 4,166 $1.34M <0.01% -2,541 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,583 shares; 2024Q4: 12,921 shares; 2025Q1: 13,907 shares; 2025Q2: 22,272 shares; 2025Q3: 17,597 shares; 2025Q4: 16,988 shares; 2026Q1: 21,834 shares 21,834 $1.34M <0.01% +4,846 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,070 shares; 2025Q4: 3,070 shares; 2026Q1: 123,577 shares 123,577 $1.33M <0.01% +120,507 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,269 shares; 2025Q4: 5,347 shares; 2026Q1: 28,487 shares 28,487 $1.33M <0.01% +23,140 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 866 shares; 2025Q4: 1,206 shares; 2026Q1: 1,243 shares 1,243 $1.33M <0.01% +37 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,645 shares; 2024Q4: 143,712 shares; 2025Q1: 145,786 shares; 2025Q2: 128,364 shares; 2025Q3: 131,438 shares; 2025Q4: 117,228 shares; 2026Q1: 120,323 shares 120,323 $1.33M <0.01% +3,095 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,845 shares; 2024Q4: 41,322 shares; 2025Q1: 45,435 shares; 2025Q2: 14,634 shares; 2025Q3: 13,221 shares; 2025Q4: 25,384 shares; 2026Q1: 20,510 shares 20,510 $1.32M <0.01% -4,874 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,148 shares; 2024Q4: 28,457 shares; 2025Q1: 27,720 shares; 2025Q2: 24,869 shares; 2025Q3: 21,570 shares; 2025Q4: 20,821 shares; 2026Q1: 23,944 shares 23,944 $1.32M <0.01% +3,123 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 42,372 shares; 2025Q3: 62,584 shares; 2025Q4: 2,623 shares; 2026Q1: 5,417 shares 5,417 $1.32M <0.01% +2,794 Timeline IAGG 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: 160,541 shares; 2024Q4: 164,398 shares; 2025Q1: 84,260 shares; 2025Q2: 102,922 shares; 2025Q3: 101,893 shares; 2025Q4: 28,428 shares; 2026Q1: 26,274 shares 26,274 $1.31M <0.01% -2,154 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,762 shares; 2025Q4: 9,362 shares; 2026Q1: 38,265 shares 38,265 $1.31M <0.01% +28,903 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 170,000 shares 170,000 $1.31M <0.01% +169,000 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,301 shares; 2025Q1: 12,396 shares; 2025Q2: 15,796 shares; 2025Q3: 18,840 shares; 2025Q4: 11,267 shares; 2026Q1: 9,602 shares 9,602 $1.31M <0.01% -1,665 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,958 shares; 2024Q4: 48,968 shares; 2025Q1: 48,844 shares; 2025Q2: 48,844 shares; 2025Q3: 48,474 shares; 2025Q4: 48,389 shares; 2026Q1: 48,881 shares 48,881 $1.31M <0.01% +492 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,565 shares; 2024Q4: 18,490 shares; 2025Q1: 21,116 shares; 2025Q2: 27,978 shares; 2025Q3: 31,700 shares; 2025Q4: 35,834 shares; 2026Q1: 35,928 shares 35,928 $1.3M <0.01% +94 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,321 shares; 2025Q4: 7,208 shares; 2026Q1: 7,341 shares 7,341 $1.29M <0.01% +133 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,187 shares; 2025Q4: 31,328 shares; 2026Q1: 46,471 shares 46,471 $1.28M <0.01% +15,143 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,562 shares; 2025Q4: 18,503 shares; 2026Q1: 17,212 shares 17,212 $1.28M <0.01% -1,291 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,957 shares; 2025Q3: 11,805 shares; 2025Q4: 12,308 shares; 2026Q1: 16,982 shares 16,982 $1.28M <0.01% +4,674 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,998 shares; 2025Q4: 11,768 shares; 2026Q1: 11,998 shares 11,998 $1.28M <0.01% +230 Timeline