VINP VINCI COMPASS INVESTMENTS LT More: the full row for VINCI COMPASS INVESTMENTS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,500 shares; 2026Q1: 120,500 shares 120,500 $1.27M <0.01% +19,000 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 566 shares; 2025Q4: 990 shares; 2026Q1: 1,497 shares 1,497 $1.27M <0.01% +507 Timeline SDSI 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: 15,760 shares; 2025Q4: 19,283 shares; 2026Q1: 24,723 shares 24,723 $1.27M <0.01% +5,440 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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: 4,840 shares; 2025Q4: 6,068 shares; 2026Q1: 11,264 shares 11,264 $1.26M <0.01% +5,196 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,510 shares; 2024Q4: 30,773 shares; 2025Q1: 36,011 shares; 2025Q2: 28,996 shares; 2025Q3: 28,858 shares; 2025Q4: 28,583 shares; 2026Q1: 31,534 shares 31,534 $1.26M <0.01% +2,951 Timeline HYDB 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: 15,058 shares; 2025Q3: 25,035 shares; 2025Q4: 31,006 shares; 2026Q1: 27,176 shares 27,176 $1.26M <0.01% -3,830 Timeline JUST 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: 11,947 shares; 2025Q4: 13,409 shares; 2026Q1: 13,619 shares 13,619 $1.26M <0.01% +210 Timeline GUNR 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: 29,122 shares; 2024Q4: 24,546 shares; 2025Q1: 26,465 shares; 2025Q2: 32,662 shares; 2025Q3: 42,246 shares; 2025Q4: 38,265 shares; 2026Q1: 22,773 shares 22,773 $1.26M <0.01% -15,492 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 30,000 shares; 2025Q3: 126,131 shares; 2025Q4: 136,497 shares; 2026Q1: 145,728 shares 145,728 $1.25M <0.01% +9,231 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,816 shares; 2024Q4: 15,713 shares; 2025Q1: 33,047 shares; 2025Q2: 48,646 shares; 2025Q3: 22,138 shares; 2025Q4: 49,739 shares; 2026Q1: 43,494 shares 43,494 $1.25M <0.01% -6,245 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares; 2025Q4: 4,126 shares; 2026Q1: 5,554 shares 5,554 $1.25M <0.01% +1,428 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,993 shares; 2026Q1: 4,895 shares 4,895 $1.25M <0.01% +902 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,417 shares; 2024Q4: 16,938 shares; 2025Q1: 17,165 shares; 2025Q2: 17,705 shares; 2025Q3: 16,693 shares; 2025Q4: 16,659 shares; 2026Q1: 16,017 shares 16,017 $1.24M <0.01% -642 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,175 shares; 2025Q4: 5,007 shares; 2026Q1: 6,761 shares 6,761 $1.24M <0.01% +1,754 Timeline XOP 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: 7,209 shares; 2025Q4: 7,069 shares; 2026Q1: 6,810 shares 6,810 $1.24M <0.01% -259 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,900 shares; 2025Q1: 14,140 shares; 2025Q2: not reported; 2025Q3: 9,045 shares; 2025Q4: 21,410 shares; 2026Q1: 26,309 shares 26,309 $1.24M <0.01% +4,899 Timeline SPMO 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: 3,297 shares; 2025Q4: 4,843 shares; 2026Q1: 10,988 shares 10,988 $1.23M <0.01% +6,145 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,054 shares; 2025Q1: not reported; 2025Q2: 14,573 shares; 2025Q3: 8,609 shares; 2025Q4: 18,206 shares; 2026Q1: 18,312 shares 18,312 $1.23M <0.01% +106 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 12,574 shares; 2025Q1: 12,903 shares; 2025Q2: 12,858 shares; 2025Q3: 12,359 shares; 2025Q4: 12,466 shares; 2026Q1: 12,439 shares 12,439 $1.23M <0.01% -27 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 4,663 shares; 2025Q4: 11,007 shares; 2026Q1: 14,915 shares 14,915 $1.22M <0.01% +3,908 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP 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: 3,273 shares; 2025Q4: 3,930 shares; 2026Q1: 51,124 shares 51,124 $1.22M <0.01% +47,194 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,912 shares; 2025Q4: 16,775 shares; 2026Q1: 7,429 shares 7,429 $1.21M <0.01% -9,346 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,075 shares; 2025Q4: 16,268 shares; 2026Q1: 33,968 shares 33,968 $1.21M <0.01% +17,700 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,042 shares; 2025Q4: 15,405 shares; 2026Q1: 15,340 shares 15,340 $1.21M <0.01% -65 Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,600 shares; 2025Q4: 110,426 shares; 2026Q1: 120,426 shares 120,426 $1.21M <0.01% +10,000 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: 13,915 shares; 2025Q1: 14,571 shares; 2025Q2: 11,661 shares; 2025Q3: 11,766 shares; 2025Q4: 13,273 shares; 2026Q1: 9,631 shares 9,631 $1.21M <0.01% -3,642 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,074 shares; 2025Q4: 7,157 shares; 2026Q1: 6,176 shares 6,176 $1.21M <0.01% -981 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 16,357 shares; 2025Q1: not reported; 2025Q2: 12,802 shares; 2025Q3: 4,940 shares; 2025Q4: 11,618 shares; 2026Q1: 13,065 shares 13,065 $1.21M <0.01% +1,447 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,165 shares; 2024Q4: 79,200 shares; 2025Q1: 79,165 shares; 2025Q2: 84,165 shares; 2025Q3: 109,165 shares; 2025Q4: 79,614 shares; 2026Q1: 81,404 shares 81,404 $1.21M <0.01% +1,790 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,969 shares; 2024Q4: 204,440 shares; 2025Q1: 202,144 shares; 2025Q2: 204,703 shares; 2025Q3: 224,673 shares; 2025Q4: 222,172 shares; 2026Q1: 215,206 shares 215,206 $1.21M <0.01% -6,966 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,443 shares; 2024Q4: 12,709 shares; 2025Q1: 15,310 shares; 2025Q2: 12,668 shares; 2025Q3: 12,892 shares; 2025Q4: 13,463 shares; 2026Q1: 18,292 shares 18,292 $1.2M <0.01% +4,829 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,124 shares; 2024Q4: 13,542 shares; 2025Q1: 11,424 shares; 2025Q2: 13,426 shares; 2025Q3: 12,788 shares; 2025Q4: 12,361 shares; 2026Q1: 17,751 shares 17,751 $1.19M <0.01% +5,390 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,857 shares; 2024Q4: 37,594 shares; 2025Q1: 35,129 shares; 2025Q2: 30,402 shares; 2025Q3: 28,561 shares; 2025Q4: 28,553 shares; 2026Q1: 27,127 shares 27,127 $1.19M <0.01% -1,426 Timeline AVDV 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: 14,850 shares; 2025Q1: not reported; 2025Q2: 10,451 shares; 2025Q3: 9,407 shares; 2025Q4: 10,115 shares; 2026Q1: 11,931 shares 11,931 $1.19M <0.01% +1,816 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,821 shares; 2024Q4: 433,265 shares; 2025Q1: 484,487 shares; 2025Q2: 282,770 shares; 2025Q3: 17,630 shares; 2025Q4: 23,771 shares; 2026Q1: 16,838 shares 16,838 $1.19M <0.01% -6,933 Timeline IBDS 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: 55,342 shares; 2024Q4: 42,664 shares; 2025Q1: 59,614 shares; 2025Q2: 66,830 shares; 2025Q3: 33,719 shares; 2025Q4: 48,785 shares; 2026Q1: 48,942 shares 48,942 $1.19M <0.01% +157 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,705 shares; 2024Q4: 25,705 shares; 2025Q1: 28,750 shares; 2025Q2: 25,547 shares; 2025Q3: 25,547 shares; 2025Q4: 25,147 shares; 2026Q1: 25,147 shares 25,147 $1.18M <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,318 shares; 2025Q3: 10,726 shares; 2025Q4: 9,552 shares; 2026Q1: 23,710 shares 23,710 $1.18M <0.01% +14,158 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,422 shares; 2025Q4: 6,650 shares; 2026Q1: 9,652 shares 9,652 $1.18M <0.01% +3,002 Timeline FCAL 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: 20,000 shares; 2024Q4: 28,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 20,000 shares; 2025Q4: 66,971 shares; 2026Q1: 24,085 shares 24,085 $1.18M <0.01% -42,886 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,687 shares; 2024Q4: 45,132 shares; 2025Q1: 40,081 shares; 2025Q2: 45,304 shares; 2025Q3: 44,084 shares; 2025Q4: 48,602 shares; 2026Q1: 52,876 shares 52,876 $1.17M <0.01% +4,274 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,790 shares; 2025Q4: 23,986 shares; 2026Q1: 56,042 shares 56,042 $1.16M <0.01% +32,056 Timeline EZM 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: 17,756 shares; 2024Q4: 16,133 shares; 2025Q1: 16,217 shares; 2025Q2: 15,417 shares; 2025Q3: 17,402 shares; 2025Q4: 17,597 shares; 2026Q1: 17,293 shares 17,293 $1.16M <0.01% -304 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,434 shares; 2024Q4: 50,135 shares; 2025Q1: 48,800 shares; 2025Q2: 26,553 shares; 2025Q3: 26,740 shares; 2025Q4: 28,273 shares; 2026Q1: 28,539 shares 28,539 $1.16M <0.01% +266 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,990 shares; 2024Q4: 24,665 shares; 2025Q1: 35,828 shares; 2025Q2: 29,810 shares; 2025Q3: 25,398 shares; 2025Q4: 21,364 shares; 2026Q1: 37,026 shares 37,026 $1.16M <0.01% +15,662 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,913 shares; 2024Q4: not reported; 2025Q1: 12,118 shares; 2025Q2: not reported; 2025Q3: 13,231 shares; 2025Q4: 13,767 shares; 2026Q1: 18,383 shares 18,383 $1.15M <0.01% +4,616 Timeline FNDC 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: 20,688 shares; 2024Q4: 22,637 shares; 2025Q1: 21,497 shares; 2025Q2: 21,597 shares; 2025Q3: 24,130 shares; 2025Q4: 39,449 shares; 2026Q1: 24,815 shares 24,815 $1.15M <0.01% -14,634 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,160 shares; 2025Q4: 9,996 shares; 2026Q1: 15,559 shares 15,559 $1.15M <0.01% +5,563 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,305 shares; 2025Q4: 6,884 shares; 2026Q1: 6,694 shares 6,694 $1.15M <0.01% -190 Timeline OPAL OPAL FUELS INC More: the full row for OPAL FUELS 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: 241,864 shares; 2025Q3: 453,632 shares; 2025Q4: 453,632 shares; 2026Q1: 453,632 shares 453,632 $1.14M <0.01% 0 Timeline FTEC 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: 4,148 shares; 2025Q4: 4,695 shares; 2026Q1: 5,483 shares 5,483 $1.14M <0.01% +788 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 591 shares; 2026Q1: 2,814 shares 2,814 $1.12M <0.01% +2,223 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,883 shares; 2024Q4: 39,146 shares; 2025Q1: 38,865 shares; 2025Q2: 42,896 shares; 2025Q3: 44,121 shares; 2025Q4: 44,430 shares; 2026Q1: 6,375 shares 6,375 $1.12M <0.01% -38,055 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,176 shares; 2025Q4: 3,311 shares; 2026Q1: 4,045 shares 4,045 $1.12M <0.01% +734 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565,215 shares; 2024Q4: 84,710 shares; 2025Q1: 13,397 shares; 2025Q2: 38,107 shares; 2025Q3: 5,276 shares; 2025Q4: 18,383 shares; 2026Q1: 34,129 shares 34,129 $1.12M <0.01% +15,746 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,689 shares; 2024Q4: 138,552 shares; 2025Q1: 122,296 shares; 2025Q2: 123,329 shares; 2025Q3: 89,568 shares; 2025Q4: 89,027 shares; 2026Q1: 100,565 shares 100,565 $1.12M <0.01% +11,538 Timeline DTCR 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: 18,175 shares; 2025Q1: 35,908 shares; 2025Q2: 27,660 shares; 2025Q3: 31,544 shares; 2025Q4: 43,137 shares; 2026Q1: 46,557 shares 46,557 $1.12M <0.01% +3,420 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,159 shares; 2024Q4: 108,315 shares; 2025Q1: 106,991 shares; 2025Q2: 95,675 shares; 2025Q3: 94,945 shares; 2025Q4: 91,154 shares; 2026Q1: 91,627 shares 91,627 $1.11M <0.01% +473 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 6,973 shares; 2025Q4: 9,166 shares; 2026Q1: 22,715 shares 22,715 $1.11M <0.01% +13,549 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,034 shares; 2025Q1: 10,963 shares; 2025Q2: not reported; 2025Q3: 9,877 shares; 2025Q4: 9,470 shares; 2026Q1: 12,275 shares 12,275 $1.11M <0.01% +2,805 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,585 shares; 2025Q4: 11,077 shares; 2026Q1: 7,013 shares 7,013 $1.11M <0.01% -4,064 Timeline CRBN 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: 3,125 shares; 2025Q4: 4,689 shares; 2026Q1: 4,962 shares 4,962 $1.11M <0.01% +273 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 2,583 shares; 2025Q4: 3,084 shares; 2026Q1: 2,546 shares 2,546 $1.11M <0.01% -538 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,202 shares; 2024Q4: 51,202 shares; 2025Q1: 62,102 shares; 2025Q2: 62,102 shares; 2025Q3: 82,102 shares; 2025Q4: 82,102 shares; 2026Q1: 82,102 shares 82,102 $1.1M <0.01% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,527 shares; 2024Q4: 21,527 shares; 2025Q1: 28,189 shares; 2025Q2: 26,833 shares; 2025Q3: 27,033 shares; 2025Q4: 23,596 shares; 2026Q1: 28,375 shares 28,375 $1.1M <0.01% +4,779 Timeline IFV 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: 46,544 shares; 2024Q4: 44,151 shares; 2025Q1: 43,505 shares; 2025Q2: 42,974 shares; 2025Q3: 42,648 shares; 2025Q4: 43,584 shares; 2026Q1: 43,585 shares 43,585 $1.1M <0.01% +1 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,651 shares; 2025Q3: 16,367 shares; 2025Q4: 14,300 shares; 2026Q1: 18,590 shares 18,590 $1.1M <0.01% +4,290 Timeline PFFD 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: 359,174 shares; 2024Q4: 371,682 shares; 2025Q1: 48,333 shares; 2025Q2: 49,010 shares; 2025Q3: 44,329 shares; 2025Q4: 61,069 shares; 2026Q1: 59,653 shares 59,653 $1.1M <0.01% -1,416 Timeline IAT 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: 17,775 shares; 2024Q4: 17,670 shares; 2025Q1: 22,277 shares; 2025Q2: 19,505 shares; 2025Q3: 19,753 shares; 2025Q4: 21,113 shares; 2026Q1: 20,337 shares 20,337 $1.09M <0.01% -776 Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,465 shares; 2025Q4: 8,575 shares; 2026Q1: 92,614 shares 92,614 $1.09M <0.01% +84,039 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,754 shares; 2024Q4: 18,865 shares; 2025Q1: 16,481 shares; 2025Q2: 20,804 shares; 2025Q3: 19,069 shares; 2025Q4: 20,083 shares; 2026Q1: 18,453 shares 18,453 $1.09M <0.01% -1,630 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,887 shares; 2024Q4: 33,877 shares; 2025Q1: 36,197 shares; 2025Q2: 34,880 shares; 2025Q3: 24,073 shares; 2025Q4: 7,158 shares; 2026Q1: 8,557 shares 8,557 $1.09M <0.01% +1,399 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,759 shares; 2024Q4: 90,623 shares; 2025Q1: 88,163 shares; 2025Q2: 84,466 shares; 2025Q3: 83,556 shares; 2025Q4: 88,280 shares; 2026Q1: 90,111 shares 90,111 $1.09M <0.01% +1,831 Timeline URNM SPROTT FDS TR More: the full row for SPROTT 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: 13,967 shares; 2025Q4: 15,127 shares; 2026Q1: 17,155 shares 17,155 $1.08M <0.01% +2,028 Timeline FXH 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: 10,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,776 shares; 2025Q4: 8,020 shares; 2026Q1: 9,860 shares 9,860 $1.08M <0.01% +1,840 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,908 shares; 2025Q4: 7,015 shares; 2026Q1: 7,474 shares 7,474 $1.08M <0.01% +459 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,422 shares; 2024Q4: 23,924 shares; 2025Q1: 23,742 shares; 2025Q2: 23,743 shares; 2025Q3: 23,977 shares; 2025Q4: 23,002 shares; 2026Q1: 23,002 shares 23,002 $1.08M <0.01% 0 Timeline BLCR 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: 26,141 shares 26,141 $1.07M <0.01% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,018 shares; 2025Q1: 15,751 shares; 2025Q2: 15,441 shares; 2025Q3: 10,349 shares; 2025Q4: 21,019 shares; 2026Q1: 20,091 shares 20,091 $1.07M <0.01% -928 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,934 shares; 2025Q4: 7,980 shares; 2026Q1: 11,059 shares 11,059 $1.07M <0.01% +3,079 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,531 shares; 2024Q4: 20,585 shares; 2025Q1: 20,491 shares; 2025Q2: 23,495 shares; 2025Q3: 25,571 shares; 2025Q4: 32,934 shares; 2026Q1: 36,852 shares 36,852 $1.07M <0.01% +3,918 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,678 shares; 2025Q3: 28,152 shares; 2025Q4: 27,592 shares; 2026Q1: 27,826 shares 27,826 $1.06M <0.01% +234 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,953 shares; 2025Q4: 8,933 shares; 2026Q1: 8,917 shares 8,917 $1.06M <0.01% -16 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,274 shares; 2024Q4: 16,667 shares; 2025Q1: 15,736 shares; 2025Q2: 14,504 shares; 2025Q3: 13,594 shares; 2025Q4: 31,995 shares; 2026Q1: 30,992 shares 30,992 $1.06M <0.01% -1,003 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,513 shares; 2025Q2: 13,673 shares; 2025Q3: 14,099 shares; 2025Q4: 10,251 shares; 2026Q1: 9,598 shares 9,598 $1.06M <0.01% -653 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,093 shares; 2024Q4: 53,368 shares; 2025Q1: 50,628 shares; 2025Q2: 52,823 shares; 2025Q3: 56,781 shares; 2025Q4: 56,817 shares; 2026Q1: 52,881 shares 52,881 $1.06M <0.01% -3,936 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 10,810 shares; 2025Q1: 12,205 shares; 2025Q2: 12,224 shares; 2025Q3: 14,079 shares; 2025Q4: 12,954 shares; 2026Q1: 14,115 shares 14,115 $1.05M <0.01% +1,161 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,428 shares; 2024Q4: 28,428 shares; 2025Q1: 32,428 shares; 2025Q2: 26,959 shares; 2025Q3: 26,959 shares; 2025Q4: 22,974 shares; 2026Q1: 22,523 shares 22,523 $1.05M <0.01% -451 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,257 shares; 2025Q4: 3,224 shares; 2026Q1: 7,198 shares 7,198 $1.05M <0.01% +3,974 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,205 shares; 2024Q4: 67,714 shares; 2025Q1: 75,596 shares; 2025Q2: 21,361 shares; 2025Q3: 19,687 shares; 2025Q4: 18,779 shares; 2026Q1: 20,578 shares 20,578 $1.05M <0.01% +1,799 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,206 shares 55,206 $1.04M <0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,035 shares; 2024Q4: 26,788 shares; 2025Q1: 28,646 shares; 2025Q2: 19,720 shares; 2025Q3: 18,589 shares; 2025Q4: 18,105 shares; 2026Q1: 16,087 shares 16,087 $1.04M <0.01% -2,018 Timeline BTG B2GOLD CORP More: the full row for B2GOLD 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: 106,283 shares; 2025Q4: 50,293 shares; 2026Q1: 229,805 shares 229,805 $1.04M <0.01% +179,512 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,112 shares; 2024Q4: 55,222 shares; 2025Q1: 54,618 shares; 2025Q2: 55,481 shares; 2025Q3: 56,800 shares; 2025Q4: 49,483 shares; 2026Q1: 14,533 shares 14,533 $1.04M <0.01% -34,950 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,556 shares; 2025Q4: 7,292 shares; 2026Q1: 7,589 shares 7,589 $1.04M <0.01% +297 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,946 shares; 2024Q4: 63,496 shares; 2025Q1: 74,481 shares; 2025Q2: 74,263 shares; 2025Q3: 72,309 shares; 2025Q4: 69,332 shares; 2026Q1: 15,753 shares 15,753 $1.04M <0.01% -53,579 Timeline XPH 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: 57,340 shares; 2025Q2: 20,395 shares; 2025Q3: 19,416 shares; 2025Q4: 20,043 shares; 2026Q1: 19,166 shares 19,166 $1.04M <0.01% -877 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,019 shares; 2025Q2: not reported; 2025Q3: 16,703 shares; 2025Q4: 13,647 shares; 2026Q1: 12,165 shares 12,165 $1.03M <0.01% -1,482 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 12,033 shares; 2025Q3: 7,046 shares; 2025Q4: 9,646 shares; 2026Q1: 5,971 shares 5,971 $1.03M <0.01% -3,675 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 6,800 shares; 2025Q4: 6,940 shares; 2026Q1: 8,182 shares 8,182 $1.03M <0.01% +1,242 Timeline IMTM 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: 15,220 shares; 2024Q4: 16,104 shares; 2025Q1: 14,379 shares; 2025Q2: 14,597 shares; 2025Q3: 16,605 shares; 2025Q4: 14,544 shares; 2026Q1: 21,352 shares 21,352 $1.03M <0.01% +6,808 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,401 shares; 2025Q4: 23,598 shares; 2026Q1: 97,048 shares 97,048 $1.02M <0.01% +73,450 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,240 shares; 2024Q4: 24,933 shares; 2025Q1: 22,709 shares; 2025Q2: 21,382 shares; 2025Q3: 24,499 shares; 2025Q4: 23,774 shares; 2026Q1: 22,985 shares 22,985 $1.02M <0.01% -789 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 1,574 shares; 2025Q4: 1,506 shares; 2026Q1: 27,643 shares 27,643 $1.02M <0.01% +26,137 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,605 shares; 2025Q4: 13,709 shares; 2026Q1: 6,804 shares 6,804 $1.02M <0.01% -6,905 Timeline BIDD 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: 53,656 shares; 2025Q1: 48,671 shares; 2025Q2: 43,070 shares; 2025Q3: 37,702 shares; 2025Q4: 36,565 shares; 2026Q1: 35,753 shares 35,753 $1.02M <0.01% -812 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568 shares; 2025Q4: 3,343 shares; 2026Q1: 4,831 shares 4,831 $1.01M <0.01% +1,488 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,404 shares; 2025Q3: 31,767 shares; 2025Q4: 33,863 shares; 2026Q1: 29,338 shares 29,338 $1.01M <0.01% -4,525 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,301 shares; 2024Q4: 48,603 shares; 2025Q1: 43,074 shares; 2025Q2: 47,649 shares; 2025Q3: 45,294 shares; 2025Q4: 44,188 shares; 2026Q1: 63,685 shares 63,685 $1.01M <0.01% +19,497 Timeline EAGL 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: 20,303 shares; 2026Q1: 33,302 shares 33,302 $1.01M <0.01% +12,999 Timeline ITT ITT INC More: the full row for ITT 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: 4,975 shares; 2025Q4: 5,101 shares; 2026Q1: 5,254 shares 5,254 $1M <0.01% +153 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,386 shares; 2024Q4: 325,486 shares; 2025Q1: 325,184 shares; 2025Q2: 325,184 shares; 2025Q3: 275,000 shares; 2025Q4: 229,506 shares; 2026Q1: 245,182 shares 245,182 $1M <0.01% +15,676 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,041 shares; 2025Q4: 3,299 shares; 2026Q1: 11,807 shares 11,807 $998K <0.01% +8,508 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,049 shares; 2025Q2: 34,689 shares; 2025Q3: 35,639 shares; 2025Q4: 32,662 shares; 2026Q1: 37,732 shares 37,732 $997K <0.01% +5,070 Timeline NTSX 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: 16,405 shares; 2025Q2: 17,560 shares; 2025Q3: 17,616 shares; 2025Q4: 17,669 shares; 2026Q1: 19,121 shares 19,121 $997K <0.01% +1,452 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,628 shares; 2025Q4: 32,845 shares; 2026Q1: 32,605 shares 32,605 $995K <0.01% -240 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655,877 shares; 2024Q4: 662,840 shares; 2025Q1: 104,842 shares; 2025Q2: 157,172 shares; 2025Q3: 236,806 shares; 2025Q4: 218,887 shares; 2026Q1: 216,321 shares 216,321 $995K <0.01% -2,566 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 10,374 shares; 2025Q1: 10,665 shares; 2025Q2: 10,893 shares; 2025Q3: 12,577 shares; 2025Q4: 23,871 shares; 2026Q1: 24,480 shares 24,480 $993K <0.01% +609 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,184 shares; 2024Q4: 26,184 shares; 2025Q1: 26,184 shares; 2025Q2: 30,257 shares; 2025Q3: 30,062 shares; 2025Q4: 26,002 shares; 2026Q1: 24,943 shares 24,943 $992K <0.01% -1,059 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,619 shares; 2025Q4: 4,815 shares; 2026Q1: 4,244 shares 4,244 $990K <0.01% -571 Timeline PSFD 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: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 27,000 shares 27,000 $986K <0.01% -3,000 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 916 shares; 2025Q4: 1,085 shares; 2026Q1: 1,809 shares 1,809 $985K <0.01% +724 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,284 shares; 2025Q4: 19,101 shares; 2026Q1: 17,796 shares 17,796 $978K <0.01% -1,305 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,785 shares; 2024Q4: 16,785 shares; 2025Q1: 16,785 shares; 2025Q2: 16,785 shares; 2025Q3: 18,360 shares; 2025Q4: 18,360 shares; 2026Q1: 18,360 shares 18,360 $977K <0.01% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,563 shares; 2024Q4: 28,733 shares; 2025Q1: 32,359 shares; 2025Q2: 33,693 shares; 2025Q3: 33,857 shares; 2025Q4: 29,679 shares; 2026Q1: 38,325 shares 38,325 $972K <0.01% +8,646 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,446 shares; 2024Q4: 192,900 shares; 2025Q1: 193,008 shares; 2025Q2: 207,112 shares; 2025Q3: 205,934 shares; 2025Q4: 148,369 shares; 2026Q1: 52,820 shares 52,820 $971K <0.01% -95,549 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: not reported; 2025Q1: 12,050 shares; 2025Q2: 11,179 shares; 2025Q3: 7,352 shares; 2025Q4: 18,855 shares; 2026Q1: 13,571 shares 13,571 $970K <0.01% -5,284 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,893 shares; 2025Q3: 20,821 shares; 2025Q4: 19,124 shares; 2026Q1: 10,671 shares 10,671 $966K <0.01% -8,453 Timeline FCG 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: 33,212 shares; 2024Q4: 33,225 shares; 2025Q1: not reported; 2025Q2: 13,682 shares; 2025Q3: 13,465 shares; 2025Q4: 12,724 shares; 2026Q1: 30,479 shares 30,479 $966K <0.01% +17,755 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,181 shares; 2025Q4: 837 shares; 2026Q1: 1,221 shares 1,221 $965K <0.01% +384 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT 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: 3,966 shares; 2025Q4: 13,480 shares; 2026Q1: 16,255 shares 16,255 $962K <0.01% +2,775 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP 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: 7,163 shares; 2025Q4: 6,668 shares; 2026Q1: 11,216 shares 11,216 $961K <0.01% +4,548 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,260 shares; 2025Q4: 74,884 shares; 2026Q1: 119,608 shares 119,608 $950K <0.01% +44,724 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,140 shares; 2025Q4: 12,025 shares; 2026Q1: 13,200 shares 13,200 $947K <0.01% +1,175 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,394 shares; 2024Q4: 12,502 shares; 2025Q1: not reported; 2025Q2: 10,040 shares; 2025Q3: 14,741 shares; 2025Q4: 15,679 shares; 2026Q1: 15,063 shares 15,063 $946K <0.01% -616 Timeline MUNI 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: 53,989 shares; 2024Q4: 44,588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,705 shares; 2025Q4: 14,301 shares; 2026Q1: 18,111 shares 18,111 $945K <0.01% +3,810 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,105 shares; 2025Q2: 12,547 shares; 2025Q3: 12,596 shares; 2025Q4: 12,626 shares; 2026Q1: 12,589 shares 12,589 $942K <0.01% -37 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,898 shares; 2025Q4: 72,806 shares; 2026Q1: 38,726 shares 38,726 $941K <0.01% -34,080 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 15,367 shares; 2025Q1: 17,216 shares; 2025Q2: 15,434 shares; 2025Q3: 16,164 shares; 2025Q4: 17,739 shares; 2026Q1: 19,598 shares 19,598 $940K <0.01% +1,859 Timeline EOI 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: 40,713 shares; 2024Q4: 47,679 shares; 2025Q1: 45,164 shares; 2025Q2: 46,137 shares; 2025Q3: 50,190 shares; 2025Q4: 50,032 shares; 2026Q1: 49,801 shares 49,801 $935K <0.01% -231 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292 shares; 2025Q4: 374 shares; 2026Q1: 495 shares 495 $935K <0.01% +121 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 1,006 shares; 2026Q1: 784 shares 784 $934K <0.01% -222 RDW REDWIRE CORPORATION More: the full row for REDWIRE 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: 433,270 shares; 2025Q3: 348 shares; 2025Q4: 4,016 shares; 2026Q1: 109,590 shares 109,590 $932K <0.01% +105,574 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,325 shares; 2025Q2: 150,834 shares; 2025Q3: 177,037 shares; 2025Q4: 198,812 shares; 2026Q1: 199,256 shares 199,256 $931K <0.01% +444 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares; 2025Q4: 1,323 shares; 2026Q1: 1,562 shares 1,562 $926K <0.01% +239 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,493 shares; 2025Q4: 8,431 shares; 2026Q1: 9,986 shares 9,986 $921K <0.01% +1,555 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,162 shares; 2025Q1: 10,162 shares; 2025Q2: 10,162 shares; 2025Q3: 8,946 shares; 2025Q4: 26,633 shares; 2026Q1: 25,283 shares 25,283 $919K <0.01% -1,350 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,375 shares; 2024Q4: 97,105 shares; 2025Q1: 295,800 shares; 2025Q2: 289,993 shares; 2025Q3: 307,852 shares; 2025Q4: 252,918 shares; 2026Q1: 243,982 shares 243,982 $917K <0.01% -8,936 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,766 shares; 2024Q4: 33,558 shares; 2025Q1: 32,989 shares; 2025Q2: 23,388 shares; 2025Q3: 13,755 shares; 2025Q4: 103,505 shares; 2026Q1: 20,225 shares 20,225 $917K <0.01% -83,280 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,905 shares; 2025Q4: 19,072 shares; 2026Q1: 20,568 shares 20,568 $915K <0.01% +1,496 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,602 shares; 2025Q2: 22,894 shares; 2025Q3: 24,343 shares; 2025Q4: 25,258 shares; 2026Q1: 27,545 shares 27,545 $908K <0.01% +2,287 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,058 shares; 2026Q1: 47,994 shares 47,994 $905K <0.01% -43,064 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,055 shares; 2024Q4: 66,961 shares; 2025Q1: 59,071 shares; 2025Q2: 58,993 shares; 2025Q3: 9,692 shares; 2025Q4: 12,299 shares; 2026Q1: 41,666 shares 41,666 $903K <0.01% +29,367 Timeline PSMJ 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: 28,310 shares; 2024Q4: 28,310 shares; 2025Q1: 28,310 shares; 2025Q2: 28,310 shares; 2025Q3: 28,310 shares; 2025Q4: 28,310 shares; 2026Q1: 28,310 shares 28,310 $901K <0.01% 0 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 87,049 shares; 2026Q1: 250,966 shares 250,966 $901K <0.01% +163,917 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 24,849 shares; 2025Q3: 24,292 shares; 2025Q4: 24,008 shares; 2026Q1: 25,184 shares 25,184 $900K <0.01% +1,176 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,953 shares; 2025Q4: 2,855 shares; 2026Q1: 2,628 shares 2,628 $900K <0.01% -227 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 5,898 shares; 2026Q1: 7,988 shares 7,988 $898K <0.01% +2,090 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL 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: 788 shares; 2025Q4: 1,084 shares; 2026Q1: 13,413 shares 13,413 $893K <0.01% +12,329 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,322 shares; 2024Q4: 18,322 shares; 2025Q1: 18,223 shares; 2025Q2: 29,223 shares; 2025Q3: 30,473 shares; 2025Q4: 30,473 shares; 2026Q1: 33,473 shares 33,473 $892K <0.01% +3,000 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 711 shares; 2025Q4: 2,657 shares; 2026Q1: 14,497 shares 14,497 $889K <0.01% +11,840 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,188 shares; 2024Q4: 33,188 shares; 2025Q1: 26,706 shares; 2025Q2: 20,055 shares; 2025Q3: 18,627 shares; 2025Q4: 98,815 shares; 2026Q1: 93,930 shares 93,930 $888K <0.01% -4,885 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,358 shares; 2025Q4: 5,112 shares; 2026Q1: 15,157 shares 15,157 $887K <0.01% +10,045 Timeline XTN 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: 2,726 shares; 2025Q4: 5,519 shares; 2026Q1: 9,518 shares 9,518 $885K <0.01% +3,999 Timeline JHPI 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: not reported; 2024Q4: 41,800 shares; 2025Q1: 43,178 shares; 2025Q2: 38,121 shares; 2025Q3: 38,317 shares; 2025Q4: 38,633 shares; 2026Q1: 39,187 shares 39,187 $885K <0.01% +554 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 10,518 shares; 2025Q1: not reported; 2025Q2: 12,734 shares; 2025Q3: 31,724 shares; 2025Q4: 31,011 shares; 2026Q1: 13,203 shares 13,203 $885K <0.01% -17,808 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,249 shares 10,249 $883K <0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 12,237 shares; 2025Q1: 13,068 shares; 2025Q2: 13,127 shares; 2025Q3: 14,992 shares; 2025Q4: 18,126 shares; 2026Q1: 20,813 shares 20,813 $875K <0.01% +2,687 Timeline IDEF 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: 26,712 shares 26,712 $874K <0.01% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,784 shares; 2025Q4: 7,052 shares; 2026Q1: 7,688 shares 7,688 $873K <0.01% +636 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,126 shares; 2025Q4: 12,807 shares; 2026Q1: 12,685 shares 12,685 $873K <0.01% -122 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 3,444 shares; 2025Q4: 6,517 shares; 2026Q1: 6,050 shares 6,050 $870K <0.01% -467 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,836 shares; 2024Q4: 43,438 shares; 2025Q1: 45,562 shares; 2025Q2: 53,410 shares; 2025Q3: 58,010 shares; 2025Q4: 34,976 shares; 2026Q1: 38,277 shares 38,277 $869K <0.01% +3,301 Timeline ESAB ESAB CORPORATION More: the full row for ESAB 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: 8,927 shares; 2025Q4: 8,822 shares; 2026Q1: 8,965 shares 8,965 $867K <0.01% +143 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK 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: 6,629 shares; 2025Q4: 5,780 shares; 2026Q1: 5,704 shares 5,704 $865K <0.01% -76 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,503 shares; 2024Q4: 93,066 shares; 2025Q1: 88,856 shares; 2025Q2: 94,515 shares; 2025Q3: 97,455 shares; 2025Q4: 97,616 shares; 2026Q1: 100,202 shares 100,202 $864K <0.01% +2,586 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 276,778 shares; 2025Q1: 276,934 shares; 2025Q2: 42,567 shares; 2025Q3: 151,768 shares; 2025Q4: 52,879 shares; 2026Q1: 61,446 shares 61,446 $863K <0.01% +8,567 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,909 shares; 2024Q4: 27,281 shares; 2025Q1: 27,329 shares; 2025Q2: 27,470 shares; 2025Q3: 27,793 shares; 2025Q4: 34,517 shares; 2026Q1: 34,403 shares 34,403 $862K <0.01% -114 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 12,924 shares; 2025Q1: 12,452 shares; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 2,588 shares; 2026Q1: 2,741 shares 2,741 $862K <0.01% +153 Timeline FLRN 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: 39,780 shares; 2024Q4: 35,905 shares; 2025Q1: 32,898 shares; 2025Q2: 26,893 shares; 2025Q3: 22,603 shares; 2025Q4: 20,703 shares; 2026Q1: 27,980 shares 27,980 $861K <0.01% +7,277 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,625 shares; 2024Q4: 19,398 shares; 2025Q1: 19,395 shares; 2025Q2: 19,395 shares; 2025Q3: 17,333 shares; 2025Q4: 11,607 shares; 2026Q1: 38,249 shares 38,249 $860K <0.01% +26,642 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,641 shares; 2025Q2: 16,486 shares; 2025Q3: 17,006 shares; 2025Q4: 17,518 shares; 2026Q1: 17,636 shares 17,636 $859K <0.01% +118 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: 6,238 shares; 2025Q4: 8,056 shares; 2026Q1: 12,583 shares 12,583 $859K <0.01% +4,527 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,750 shares; 2024Q4: 60,650 shares; 2025Q1: 54,250 shares; 2025Q2: 53,750 shares; 2025Q3: 53,750 shares; 2025Q4: 57,063 shares; 2026Q1: 79,272 shares 79,272 $859K <0.01% +22,209 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 17,003 shares 17,003 $858K <0.01% +16,968 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,778 shares; 2026Q1: 32,108 shares 32,108 $856K <0.01% +8,330 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,845 shares; 2024Q4: 18,596 shares; 2025Q1: 17,806 shares; 2025Q2: 16,518 shares; 2025Q3: 16,338 shares; 2025Q4: 17,656 shares; 2026Q1: 20,601 shares 20,601 $853K <0.01% +2,945 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 10,049 shares; 2025Q1: 10,117 shares; 2025Q2: 11,816 shares; 2025Q3: 9,643 shares; 2025Q4: 11,101 shares; 2026Q1: 12,312 shares 12,312 $853K <0.01% +1,211 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: 4,539 shares; 2026Q1: 11,137 shares 11,137 $850K <0.01% +6,598 Timeline AVIV 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: 4,031 shares; 2025Q4: 10,080 shares; 2026Q1: 11,317 shares 11,317 $847K <0.01% +1,237 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 37,756 shares; 2026Q1: 25,030 shares 25,030 $847K <0.01% -12,726 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 10,019 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,666 shares; 2026Q1: 10,667 shares 10,667 $845K <0.01% +1 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,644 shares; 2024Q4: 87,579 shares; 2025Q1: 196,176 shares; 2025Q2: 193,454 shares; 2025Q3: 219,759 shares; 2025Q4: 107,053 shares; 2026Q1: 52,564 shares 52,564 $842K <0.01% -54,489 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,566 shares; 2025Q3: 31,545 shares; 2025Q4: 31,672 shares; 2026Q1: 31,522 shares 31,522 $841K <0.01% -150 Timeline XIMR 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: 18,169 shares; 2024Q4: 22,012 shares; 2025Q1: 23,254 shares; 2025Q2: 16,082 shares; 2025Q3: 16,015 shares; 2025Q4: 20,124 shares; 2026Q1: 27,177 shares 27,177 $840K <0.01% +7,053 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,711 shares; 2024Q4: 12,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,782 shares; 2025Q4: 24,243 shares; 2026Q1: 31,767 shares 31,767 $839K <0.01% +7,524 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,447 shares; 2024Q4: 127,071 shares; 2025Q1: 149,012 shares; 2025Q2: 133,325 shares; 2025Q3: 164,018 shares; 2025Q4: 142,572 shares; 2026Q1: 141,918 shares 141,918 $839K <0.01% -654 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,599 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,579 shares; 2025Q4: 8,240 shares; 2026Q1: 9,601 shares 9,601 $836K <0.01% +1,361 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,841 shares; 2024Q4: 32,042 shares; 2025Q1: 56,743 shares; 2025Q2: 72,522 shares; 2025Q3: 66,450 shares; 2025Q4: 56,450 shares; 2026Q1: 57,782 shares 57,782 $836K <0.01% +1,332 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares; 2025Q4: 1,334 shares; 2026Q1: 2,576 shares 2,576 $831K <0.01% +1,242 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,042 shares; 2024Q4: 15,583 shares; 2025Q1: 11,968 shares; 2025Q2: 13,030 shares; 2025Q3: 10,133 shares; 2025Q4: 8,715 shares; 2026Q1: 13,422 shares 13,422 $831K <0.01% +4,707 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS 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: 1,030 shares; 2025Q4: 503 shares; 2026Q1: 20,634 shares 20,634 $830K <0.01% +20,131 Timeline RING 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: 1,981 shares; 2025Q4: 1,985 shares; 2026Q1: 10,503 shares 10,503 $830K <0.01% +8,518 Timeline REZ 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: 9,046 shares; 2025Q4: 9,861 shares; 2026Q1: 9,956 shares 9,956 $829K <0.01% +95 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,758 shares; 2024Q4: 14,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,875 shares; 2025Q4: 9,537 shares; 2026Q1: 21,785 shares 21,785 $828K <0.01% +12,248 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,457 shares; 2024Q4: 93,526 shares; 2025Q1: 92,720 shares; 2025Q2: 93,238 shares; 2025Q3: 93,776 shares; 2025Q4: 89,447 shares; 2026Q1: 80,204 shares 80,204 $826K <0.01% -9,243 Timeline IBDR 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: 58,613 shares; 2024Q4: 37,894 shares; 2025Q1: 57,375 shares; 2025Q2: 60,311 shares; 2025Q3: 31,141 shares; 2025Q4: 34,230 shares; 2026Q1: 34,000 shares 34,000 $824K <0.01% -230 Timeline BBUS 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: 17,364 shares; 2025Q4: 10,042 shares; 2026Q1: 7,028 shares 7,028 $824K <0.01% -3,014 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,920 shares; 2025Q4: 8,616 shares; 2026Q1: 6,463 shares 6,463 $823K <0.01% -2,153 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 5,197 shares; 2025Q4: 5,770 shares; 2026Q1: 5,753 shares 5,753 $823K <0.01% -17 Timeline LGLV 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: 4,607 shares; 2025Q4: 4,608 shares; 2026Q1: 4,608 shares 4,608 $821K <0.01% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,353 shares; 2025Q3: 14,664 shares; 2025Q4: 34,496 shares; 2026Q1: 46,972 shares 46,972 $819K <0.01% +12,476 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 1,650 shares; 2025Q4: 1,798 shares; 2026Q1: 2,799 shares 2,799 $819K <0.01% +1,001 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,562 shares; 2025Q1: 12,854 shares; 2025Q2: not reported; 2025Q3: 8,717 shares; 2025Q4: 7,146 shares; 2026Q1: 8,160 shares 8,160 $817K <0.01% +1,014 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,193 shares; 2025Q4: 21,846 shares; 2026Q1: 22,635 shares 22,635 $813K <0.01% +789 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,506 shares; 2025Q4: 3,575 shares; 2026Q1: 8,384 shares 8,384 $813K <0.01% +4,809 Timeline EQAL 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: 14,617 shares; 2025Q3: 14,757 shares; 2025Q4: 14,801 shares; 2026Q1: 14,697 shares 14,697 $810K <0.01% -104 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,043 shares; 2024Q4: 29,564 shares; 2025Q1: 27,851 shares; 2025Q2: 42,026 shares; 2025Q3: 45,580 shares; 2025Q4: 48,445 shares; 2026Q1: 59,826 shares 59,826 $808K <0.01% +11,381 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 4,443 shares; 2025Q4: 4,902 shares; 2026Q1: 6,379 shares 6,379 $808K <0.01% +1,477 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,894 shares; 2024Q4: 76,218 shares; 2025Q1: 78,632 shares; 2025Q2: 99,541 shares; 2025Q3: 101,391 shares; 2025Q4: 75,555 shares; 2026Q1: 74,134 shares 74,134 $807K <0.01% -1,421 Timeline AAXJ 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: 70,042 shares; 2024Q4: 70,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,364 shares; 2025Q4: 8,985 shares; 2026Q1: 8,378 shares 8,378 $807K <0.01% -607 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,075 shares; 2025Q4: 1,211 shares; 2026Q1: 2,376 shares 2,376 $807K <0.01% +1,165 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 5,807 shares; 2026Q1: 11,936 shares 11,936 $807K <0.01% +6,129 Timeline IYK 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: 11,148 shares; 2024Q4: 12,111 shares; 2025Q1: 14,120 shares; 2025Q2: 11,174 shares; 2025Q3: 11,166 shares; 2025Q4: 11,348 shares; 2026Q1: 11,480 shares 11,480 $804K <0.01% +132 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,602 shares; 2025Q2: 16,599 shares; 2025Q3: 24,911 shares; 2025Q4: 25,720 shares; 2026Q1: 26,202 shares 26,202 $804K <0.01% +482 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,639 shares; 2024Q4: 281,922 shares; 2025Q1: 387,456 shares; 2025Q2: 216,765 shares; 2025Q3: 53,434 shares; 2025Q4: 34,289 shares; 2026Q1: 261,513 shares 261,513 $803K <0.01% +227,224 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,855 shares; 2024Q4: 80,397 shares; 2025Q1: 77,531 shares; 2025Q2: 84,176 shares; 2025Q3: 78,812 shares; 2025Q4: 74,332 shares; 2026Q1: 24,025 shares 24,025 $798K <0.01% -50,307 Timeline IAI 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: 770 shares; 2025Q4: 793 shares; 2026Q1: 4,843 shares 4,843 $795K <0.01% +4,050 Timeline SPGP 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: 5,703 shares; 2025Q4: 5,670 shares; 2026Q1: 7,385 shares 7,385 $795K <0.01% +1,715 Timeline PXH 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: 14,102 shares; 2024Q4: 16,128 shares; 2025Q1: 16,468 shares; 2025Q2: 16,161 shares; 2025Q3: 18,567 shares; 2025Q4: 18,617 shares; 2026Q1: 29,500 shares 29,500 $794K <0.01% +10,883 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 7,096 shares; 2025Q4: 7,161 shares; 2026Q1: 6,525 shares 6,525 $793K <0.01% -636 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,176 shares; 2024Q4: 13,511 shares; 2025Q1: 12,689 shares; 2025Q2: not reported; 2025Q3: 6,351 shares; 2025Q4: 11,602 shares; 2026Q1: 15,304 shares 15,304 $792K <0.01% +3,702 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,136 shares; 2025Q4: 7,012 shares; 2026Q1: 5,680 shares 5,680 $789K <0.01% -1,332 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,912 shares; 2025Q1: 15,825 shares; 2025Q2: 14,646 shares; 2025Q3: 15,386 shares; 2025Q4: 18,617 shares; 2026Q1: 17,323 shares 17,323 $788K <0.01% -1,294 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 5,569 shares; 2026Q1: 7,700 shares 7,700 $787K <0.01% +2,131 Timeline GEM 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: 5,766 shares; 2025Q4: 17,499 shares; 2026Q1: 18,190 shares 18,190 $786K <0.01% +691 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,392 shares; 2025Q1: 15,549 shares; 2025Q2: 15,559 shares; 2025Q3: 21,625 shares; 2025Q4: 23,399 shares; 2026Q1: 24,229 shares 24,229 $786K <0.01% +830 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,140 shares; 2024Q4: 35,124 shares; 2025Q1: 35,038 shares; 2025Q2: 38,872 shares; 2025Q3: 35,660 shares; 2025Q4: 35,581 shares; 2026Q1: 33,206 shares 33,206 $785K <0.01% -2,375 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 1,381 shares; 2025Q4: 1,275 shares; 2026Q1: 2,697 shares 2,697 $785K <0.01% +1,422 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,873 shares; 2024Q4: 69,948 shares; 2025Q1: 20,854 shares; 2025Q2: 10,967 shares; 2025Q3: 13,698 shares; 2025Q4: 13,607 shares; 2026Q1: 17,513 shares 17,513 $784K <0.01% +3,906 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,079 shares; 2024Q4: 26,296 shares; 2025Q1: 26,461 shares; 2025Q2: 15,198 shares; 2025Q3: 12,340 shares; 2025Q4: 14,432 shares; 2026Q1: 25,686 shares 25,686 $776K <0.01% +11,254 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 7,067 shares 7,067 $774K <0.01% +5,742 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,746 shares; 2025Q4: 9,890 shares; 2026Q1: 11,124 shares 11,124 $772K <0.01% +1,234 Timeline RPV 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: 6,524 shares; 2025Q4: 6,900 shares; 2026Q1: 7,183 shares 7,183 $771K <0.01% +283 Timeline YSEP 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: 182,001 shares; 2025Q1: 199,962 shares; 2025Q2: 203,308 shares; 2025Q3: 12,754 shares; 2025Q4: 30,556 shares; 2026Q1: 29,428 shares 29,428 $770K <0.01% -1,128 Timeline PEY 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: 11,040 shares; 2025Q1: 11,040 shares; 2025Q2: 10,393 shares; 2025Q3: 34,963 shares; 2025Q4: 35,547 shares; 2026Q1: 35,553 shares 35,553 $762K <0.01% +6 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: 1,843 shares; 2025Q4: 3,654 shares; 2026Q1: 3,427 shares 3,427 $761K <0.01% -227 Timeline TNGX TANGO THERAPEUTICS INC More: the full row for TANGO 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: 122 shares; 2025Q4: 887 shares; 2026Q1: 36,340 shares 36,340 $760K <0.01% +35,453 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,863 shares; 2024Q4: 33,957 shares; 2025Q1: 27,604 shares; 2025Q2: 24,704 shares; 2025Q3: 24,697 shares; 2025Q4: 24,697 shares; 2026Q1: 24,242 shares 24,242 $757K <0.01% -455 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,469 shares; 2025Q2: 21,674 shares; 2025Q3: 46,604 shares; 2025Q4: 43,054 shares; 2026Q1: 58,796 shares 58,796 $756K <0.01% +15,742 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,204 shares; 2026Q1: 1,869 shares 1,869 $756K <0.01% +665 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,214 shares; 2026Q1: 65,302 shares 65,302 $753K <0.01% +50,088 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,939 shares; 2025Q4: 6,090 shares; 2026Q1: 8,034 shares 8,034 $752K <0.01% +1,944 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,095 shares; 2024Q4: 35,612 shares; 2025Q1: 27,508 shares; 2025Q2: 25,773 shares; 2025Q3: 28,265 shares; 2025Q4: 28,232 shares; 2026Q1: 28,232 shares 28,232 $752K <0.01% 0 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,425 shares; 2024Q4: 10,162 shares; 2025Q1: 19,463 shares; 2025Q2: 12,984 shares; 2025Q3: 12,261 shares; 2025Q4: 7,310 shares; 2026Q1: 7,621 shares 7,621 $751K <0.01% +311 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,121 shares; 2024Q4: 97,671 shares; 2025Q1: 84,164 shares; 2025Q2: 88,322 shares; 2025Q3: 79,987 shares; 2025Q4: 77,504 shares; 2026Q1: 74,352 shares 74,352 $751K <0.01% -3,152 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: not reported; 2026Q1: 46,544 shares 46,544 $748K <0.01% new Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,145 shares; 2024Q4: 132,013 shares; 2025Q1: 89,052 shares; 2025Q2: 56,608 shares; 2025Q3: 70,211 shares; 2025Q4: 70,234 shares; 2026Q1: 70,250 shares 70,250 $745K <0.01% +16 Timeline TREX TREX INC More: the full row for TREX 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: 2,450 shares; 2025Q4: 6,260 shares; 2026Q1: 20,249 shares 20,249 $737K <0.01% +13,989 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 25,122 shares 25,122 $737K <0.01% +24,797 Timeline FAB 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: 8,743 shares; 2025Q4: 8,745 shares; 2026Q1: 7,794 shares 7,794 $737K <0.01% -951 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,500 shares; 2024Q4: 128,500 shares; 2025Q1: 128,500 shares; 2025Q2: 128,500 shares; 2025Q3: 121,500 shares; 2025Q4: 121,500 shares; 2026Q1: 106,000 shares 106,000 $736K <0.01% -15,500 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,070 shares; 2025Q1: 66,030 shares; 2025Q2: 66,030 shares; 2025Q3: 66,030 shares; 2025Q4: 67,881 shares; 2026Q1: 75,260 shares 75,260 $735K <0.01% +7,379 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,372 shares; 2025Q4: 2,664 shares; 2026Q1: 3,038 shares 3,038 $735K <0.01% +374 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,428 shares; 2024Q4: 14,651 shares; 2025Q1: 15,165 shares; 2025Q2: 15,651 shares; 2025Q3: 16,528 shares; 2025Q4: 16,757 shares; 2026Q1: 13,381 shares 13,381 $733K <0.01% -3,376 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,712 shares; 2025Q4: 7,329 shares; 2026Q1: 6,615 shares 6,615 $730K <0.01% -714 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,285 shares; 2025Q4: 3,310 shares; 2026Q1: 5,358 shares 5,358 $729K <0.01% +2,048 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,050 shares; 2024Q4: 70,050 shares; 2025Q1: 69,347 shares; 2025Q2: 69,299 shares; 2025Q3: 70,047 shares; 2025Q4: 64,106 shares; 2026Q1: 58,757 shares 58,757 $729K <0.01% -5,349 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,500 shares; 2025Q3: 4,629 shares; 2025Q4: 10,089 shares; 2026Q1: 7,152 shares 7,152 $728K <0.01% -2,937 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,834 shares; 2024Q4: 63,834 shares; 2025Q1: 68,834 shares; 2025Q2: 63,667 shares; 2025Q3: 63,667 shares; 2025Q4: 63,667 shares; 2026Q1: 65,910 shares 65,910 $725K <0.01% +2,243 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,015 shares; 2025Q4: 8,715 shares; 2026Q1: 8,480 shares 8,480 $721K <0.01% -235 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,252 shares; 2024Q4: 10,331 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,830 shares; 2025Q4: 6,881 shares; 2026Q1: 10,391 shares 10,391 $721K <0.01% +3,510 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,447 shares; 2024Q4: 20,031 shares; 2025Q1: 15,656 shares; 2025Q2: 16,721 shares; 2025Q3: 24,268 shares; 2025Q4: 12,999 shares; 2026Q1: 17,064 shares 17,064 $720K <0.01% +4,065 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,413 shares; 2025Q4: 4,852 shares; 2026Q1: 6,539 shares 6,539 $719K <0.01% +1,687 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,504,837 shares; 2024Q4: 4,172,044 shares; 2025Q1: 4,887,303 shares; 2025Q2: 4,770,559 shares; 2025Q3: 4,835,902 shares; 2025Q4: 2,150,385 shares; 2026Q1: 110,852 shares 110,852 $718K <0.01% -2,039,533 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 13,813 shares; 2025Q3: 211 shares; 2025Q4: 1,811 shares; 2026Q1: 11,262 shares 11,262 $715K <0.01% +9,451 Timeline JEMA 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: 7,199 shares; 2025Q4: 14,994 shares; 2026Q1: 13,706 shares 13,706 $713K <0.01% -1,288 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,155 shares; 2025Q1: 13,576 shares; 2025Q2: 13,351 shares; 2025Q3: 14,429 shares; 2025Q4: 23,051 shares; 2026Q1: 20,697 shares 20,697 $713K <0.01% -2,354 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,497 shares; 2024Q4: 11,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,134 shares; 2025Q4: 8,707 shares; 2026Q1: 9,427 shares 9,427 $709K <0.01% +720 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 3,723 shares; 2026Q1: 7,531 shares 7,531 $704K <0.01% +3,808 Timeline EMC 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: 90,005 shares; 2025Q3: 26,026 shares; 2025Q4: 24,150 shares; 2026Q1: 22,775 shares 22,775 $703K <0.01% -1,375 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,611 shares; 2025Q4: 12,552 shares; 2026Q1: 5,998 shares 5,998 $702K <0.01% -6,554 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,584 shares; 2024Q4: 127,236 shares; 2025Q1: 128,185 shares; 2025Q2: 136,422 shares; 2025Q3: 146,192 shares; 2025Q4: 154,492 shares; 2026Q1: 130,236 shares 130,236 $702K <0.01% -24,256 Timeline XNTK 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: 2,602 shares; 2025Q4: 2,611 shares; 2026Q1: 2,742 shares 2,742 $700K <0.01% +131 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,046 shares; 2025Q1: 120,862 shares; 2025Q2: 78,626 shares; 2025Q3: 2,798 shares; 2025Q4: 2,075 shares; 2026Q1: 3,693 shares 3,693 $700K <0.01% +1,618 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,340 shares; 2024Q4: 20,340 shares; 2025Q1: 20,340 shares; 2025Q2: 20,340 shares; 2025Q3: 20,340 shares; 2025Q4: 20,340 shares; 2026Q1: 20,340 shares 20,340 $700K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,725 shares; 2025Q4: 6,559 shares; 2026Q1: 6,168 shares 6,168 $695K <0.01% -391 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,678 shares; 2024Q4: 10,624 shares; 2025Q1: 10,828 shares; 2025Q2: 15,737 shares; 2025Q3: 14,065 shares; 2025Q4: 14,388 shares; 2026Q1: 17,413 shares 17,413 $695K <0.01% +3,025 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,175 shares; 2025Q4: 6,467 shares; 2026Q1: 37,176 shares 37,176 $693K <0.01% +30,709 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,585 shares; 2025Q4: 11,336 shares; 2026Q1: 11,076 shares 11,076 $691K <0.01% -260 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,218 shares; 2025Q4: 11,464 shares; 2026Q1: 10,535 shares 10,535 $690K <0.01% -929 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118 shares; 2025Q4: 2,672 shares; 2026Q1: 4,852 shares 4,852 $690K <0.01% +2,180 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,163 shares; 2025Q1: 13,670 shares; 2025Q2: 13,681 shares; 2025Q3: 11,841 shares; 2025Q4: 10,804 shares; 2026Q1: 10,810 shares 10,810 $689K <0.01% +6 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,620 shares; 2024Q4: 10,666 shares; 2025Q1: 15,998 shares; 2025Q2: 38,410 shares; 2025Q3: 42,989 shares; 2025Q4: 47,263 shares; 2026Q1: 27,662 shares 27,662 $687K <0.01% -19,601 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,591 shares; 2025Q4: 6,594 shares; 2026Q1: 9,079 shares 9,079 $686K <0.01% +2,485 Timeline FCPI 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: 13,698 shares; 2024Q4: 13,741 shares; 2025Q1: 13,912 shares; 2025Q2: 13,961 shares; 2025Q3: 14,003 shares; 2025Q4: 14,025 shares; 2026Q1: 13,949 shares 13,949 $686K <0.01% -76 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 10,620 shares; 2025Q1: 11,484 shares; 2025Q2: 11,046 shares; 2025Q3: 11,159 shares; 2025Q4: 12,252 shares; 2026Q1: 11,372 shares 11,372 $686K <0.01% -880 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,651 shares; 2025Q4: 19,468 shares; 2026Q1: 24,449 shares 24,449 $685K <0.01% +4,981 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 12,122 shares; 2025Q1: 12,110 shares; 2025Q2: 12,318 shares; 2025Q3: 12,137 shares; 2025Q4: 12,320 shares; 2026Q1: 13,104 shares 13,104 $685K <0.01% +784 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 840 shares; 2026Q1: 936 shares 936 $684K <0.01% +96 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,318 shares; 2025Q1: 17,801 shares; 2025Q2: 21,828 shares; 2025Q3: 19,150 shares; 2025Q4: 28,795 shares; 2026Q1: 24,530 shares 24,530 $683K <0.01% -4,265 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,352 shares; 2025Q3: 1,241 shares; 2025Q4: 58,921 shares; 2026Q1: 15,373 shares 15,373 $683K <0.01% -43,548 Timeline EFAS 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: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares 32,000 $678K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,532 shares; 2025Q4: 10,726 shares; 2026Q1: 12,386 shares 12,386 $675K <0.01% +1,660 Timeline ARGT 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: 5,933 shares; 2025Q4: 5,318 shares; 2026Q1: 7,233 shares 7,233 $675K <0.01% +1,915 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 920 shares; 2026Q1: 16,837 shares 16,837 $674K <0.01% +15,917 Timeline MEMX MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 7,570 shares; 2025Q4: 14,339 shares; 2026Q1: 16,872 shares 16,872 $672K <0.01% +2,533 Timeline LENZ LENZ THERAPEUTICS INC More: the full row for LENZ THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 48,071 shares; 2026Q1: 73,340 shares 73,340 $671K <0.01% +25,269 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,653 shares; 2025Q4: 20,848 shares; 2026Q1: 16,069 shares 16,069 $667K <0.01% -4,779 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,338 shares; 2024Q4: 25,407 shares; 2025Q1: 25,476 shares; 2025Q2: 25,548 shares; 2025Q3: 25,621 shares; 2025Q4: 42,761 shares; 2026Q1: 45,658 shares 45,658 $667K <0.01% +2,897 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,328 shares; 2024Q4: 124,806 shares; 2025Q1: 149,122 shares; 2025Q2: 199,200 shares; 2025Q3: 191,643 shares; 2025Q4: 182,546 shares; 2026Q1: 151,507 shares 151,507 $665K <0.01% -31,039 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 17,889 shares 17,889 $663K <0.01% +16,306 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98 shares; 2025Q4: 48,054 shares; 2026Q1: 78,054 shares 78,054 $663K <0.01% +30,000 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS 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: 1,226 shares; 2025Q4: 2,047 shares; 2026Q1: 47,612 shares 47,612 $659K <0.01% +45,565 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,414 shares; 2025Q4: 6,340 shares; 2026Q1: 6,093 shares 6,093 $659K <0.01% -247 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 927 shares; 2025Q4: 70,368 shares; 2026Q1: 28,138 shares 28,138 $658K <0.01% -42,230 Timeline SPIR SPIRE GLOBAL INC More: the full row for SPIRE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,900 shares; 2025Q1: not reported; 2025Q2: 53,472 shares; 2025Q3: 29,522 shares; 2025Q4: 21,022 shares; 2026Q1: 52,296 shares 52,296 $658K <0.01% +31,274 Timeline QSPT 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: 21,100 shares; 2024Q4: 21,100 shares; 2025Q1: 21,100 shares; 2025Q2: 21,100 shares; 2025Q3: 21,100 shares; 2025Q4: 21,400 shares; 2026Q1: 21,400 shares 21,400 $655K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,517 shares; 2024Q4: 27,275 shares; 2025Q1: 39,162 shares; 2025Q2: 60,554 shares; 2025Q3: 34,119 shares; 2025Q4: 35,914 shares; 2026Q1: 37,281 shares 37,281 $655K <0.01% +1,367 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,930 shares 19,930 $653K <0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 7,166 shares; 2025Q4: 7,518 shares; 2026Q1: 5,866 shares 5,866 $652K <0.01% -1,652 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,177 shares; 2024Q4: 28,107 shares; 2025Q1: 28,604 shares; 2025Q2: 29,024 shares; 2025Q3: 93,372 shares; 2025Q4: 80,236 shares; 2026Q1: 85,903 shares 85,903 $650K <0.01% +5,667 Timeline BAUG 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: 14,382 shares; 2024Q4: 14,382 shares; 2025Q1: 13,015 shares; 2025Q2: 13,015 shares; 2025Q3: 13,015 shares; 2025Q4: 13,317 shares; 2026Q1: 13,273 shares 13,273 $648K <0.01% -44 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,100 shares 10,100 $645K <0.01% new Timeline TBLL 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: 8,634 shares; 2025Q4: 14,068 shares; 2026Q1: 6,071 shares 6,071 $641K <0.01% -7,997 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,904 shares; 2025Q1: 160,467 shares; 2025Q2: 130,221 shares; 2025Q3: 7,386 shares; 2025Q4: 7,760 shares; 2026Q1: 7,702 shares 7,702 $639K <0.01% -58 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,599 shares; 2024Q4: 230,623 shares; 2025Q1: 230,000 shares; 2025Q2: 230,264 shares; 2025Q3: 230,031 shares; 2025Q4: 230,555 shares; 2026Q1: 230,000 shares 230,000 $639K <0.01% -555 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,995 shares; 2025Q2: 17,008 shares; 2025Q3: 18,900 shares; 2025Q4: 16,978 shares; 2026Q1: 24,308 shares 24,308 $638K <0.01% +7,330 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,127 shares; 2025Q1: 38,613 shares; 2025Q2: 49,449 shares; 2025Q3: 48,601 shares; 2025Q4: 48,504 shares; 2026Q1: 44,759 shares 44,759 $637K <0.01% -3,745 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,501 shares; 2024Q4: 24,711 shares; 2025Q1: 17,051 shares; 2025Q2: 13,588 shares; 2025Q3: 12,581 shares; 2025Q4: 30,524 shares; 2026Q1: 28,037 shares 28,037 $635K <0.01% -2,487 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,298 shares; 2024Q4: 30,569 shares; 2025Q1: 21,723 shares; 2025Q2: 116,636 shares; 2025Q3: 42,672 shares; 2025Q4: 32,240 shares; 2026Q1: 33,613 shares 33,613 $635K <0.01% +1,373 Timeline STPZ 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: 11,556 shares; 2024Q4: 11,593 shares; 2025Q1: 11,637 shares; 2025Q2: 11,190 shares; 2025Q3: 11,298 shares; 2025Q4: 11,687 shares; 2026Q1: 11,723 shares 11,723 $634K <0.01% +36 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 3,800 shares; 2025Q4: 2,701 shares; 2026Q1: 9,879 shares 9,879 $634K <0.01% +7,178 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179,000 shares 179,000 $634K <0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 4,019 shares; 2025Q4: 3,622 shares; 2026Q1: 3,681 shares 3,681 $634K <0.01% +59 Timeline COWS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 19,917 shares; 2026Q1: 19,203 shares 19,203 $634K <0.01% -714 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,777 shares; 2025Q2: 81,429 shares; 2025Q3: 105,823 shares; 2025Q4: 3,899 shares; 2026Q1: 4,752 shares 4,752 $633K <0.01% +853 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,459 shares; 2025Q4: 7,253 shares; 2026Q1: 7,692 shares 7,692 $632K <0.01% +439 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,405 shares; 2024Q4: 18,405 shares; 2025Q1: 21,059 shares; 2025Q2: 28,405 shares; 2025Q3: 31,656 shares; 2025Q4: 29,530 shares; 2026Q1: 29,590 shares 29,590 $632K <0.01% +60 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,062 shares; 2025Q4: 4,058 shares; 2026Q1: 2,975 shares 2,975 $631K <0.01% -1,083 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME 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: 5,737 shares; 2025Q4: 7,453 shares; 2026Q1: 3,722 shares 3,722 $629K <0.01% -3,731 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,583 shares; 2024Q4: 81,148 shares; 2025Q1: 81,182 shares; 2025Q2: 77,236 shares; 2025Q3: 70,891 shares; 2025Q4: 60,663 shares; 2026Q1: 60,663 shares 60,663 $624K <0.01% 0 Timeline ENLT ENLIGHT RENEWABLE ENERGY LTD More: the full row for ENLIGHT RENEWABLE ENERGY 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: 26,260 shares; 2025Q3: 26,260 shares; 2025Q4: 13,130 shares; 2026Q1: 9,130 shares 9,130 $623K <0.01% -4,000 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,653 shares; 2024Q4: 10,903 shares; 2025Q1: 11,730 shares; 2025Q2: 11,430 shares; 2025Q3: 10,255 shares; 2025Q4: 10,080 shares; 2026Q1: 13,885 shares 13,885 $623K <0.01% +3,805 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,513 shares; 2024Q4: 29,039 shares; 2025Q1: 25,578 shares; 2025Q2: 30,065 shares; 2025Q3: 21,894 shares; 2025Q4: 39,779 shares; 2026Q1: 36,871 shares 36,871 $619K <0.01% -2,908 Timeline BIZD 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: 88,010 shares; 2025Q1: not reported; 2025Q2: 15,617 shares; 2025Q3: 34,295 shares; 2025Q4: 56,552 shares; 2026Q1: 48,275 shares 48,275 $618K <0.01% -8,277 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,538 shares; 2025Q4: 5,466 shares; 2026Q1: 8,277 shares 8,277 $617K <0.01% +2,811 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 15,654 shares; 2026Q1: 14,854 shares 14,854 $617K <0.01% -800 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,566 shares; 2025Q3: 21,103 shares; 2025Q4: 21,722 shares; 2026Q1: 24,631 shares 24,631 $617K <0.01% +2,909 Timeline FICS 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: 14,250 shares; 2025Q4: 14,150 shares; 2026Q1: 15,750 shares 15,750 $615K <0.01% +1,600 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,075 shares; 2025Q4: 9,075 shares; 2026Q1: 9,075 shares 9,075 $614K <0.01% 0 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 529 shares; 2026Q1: 7,346 shares 7,346 $614K <0.01% +6,817 Timeline FNY 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: 4,273 shares; 2025Q4: 5,681 shares; 2026Q1: 6,780 shares 6,780 $614K <0.01% +1,099 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,008 shares; 2026Q1: 24,789 shares 24,789 $613K <0.01% -6,219 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,748 shares; 2025Q4: 14,260 shares; 2026Q1: 17,212 shares 17,212 $611K <0.01% +2,952 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,286 shares; 2025Q4: 2,507 shares; 2026Q1: 3,138 shares 3,138 $610K <0.01% +631 Timeline IGLB 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: 21,540 shares; 2024Q4: 22,635 shares; 2025Q1: 19,641 shares; 2025Q2: 14,032 shares; 2025Q3: 15,429 shares; 2025Q4: 16,549 shares; 2026Q1: 12,251 shares 12,251 $608K <0.01% -4,298 Timeline XES 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: 150 shares; 2025Q4: 150 shares; 2026Q1: 5,216 shares 5,216 $607K <0.01% +5,066 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 254 shares; 2026Q1: 14,364 shares 14,364 $607K <0.01% +14,110 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 4,986 shares; 2025Q4: 5,129 shares; 2026Q1: 13,395 shares 13,395 $606K <0.01% +8,266 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 9,020 shares; 2025Q4: 10,243 shares; 2026Q1: 11,366 shares 11,366 $605K <0.01% +1,123 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 61,245 shares; 2025Q3: 66,226 shares; 2025Q4: 67,088 shares; 2026Q1: 62,608 shares 62,608 $600K <0.01% -4,480 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS 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: 9,228 shares; 2025Q4: 7,749 shares; 2026Q1: 8,544 shares 8,544 $598K <0.01% +795 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,957 shares; 2024Q4: 10,957 shares; 2025Q1: 11,168 shares; 2025Q2: 10,364 shares; 2025Q3: 10,365 shares; 2025Q4: 10,340 shares; 2026Q1: 10,292 shares 10,292 $598K <0.01% -48 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,682 shares; 2025Q4: 3,983 shares; 2026Q1: 4,475 shares 4,475 $597K <0.01% +492 Timeline HSDT SOLANA CO More: the full row for SOLANA 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: 3,750 shares; 2025Q4: 444,904 shares; 2026Q1: 344,904 shares 344,904 $597K <0.01% -100,000 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,119 shares; 2025Q3: 9,840 shares; 2025Q4: 10,418 shares; 2026Q1: 10,588 shares 10,588 $596K <0.01% +170 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,402 shares; 2025Q1: 13,406 shares; 2025Q2: 10,621 shares; 2025Q3: 10,118 shares; 2025Q4: 15,503 shares; 2026Q1: 12,997 shares 12,997 $596K <0.01% -2,506 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 19,956 shares; 2026Q1: 39,867 shares 39,867 $594K <0.01% +19,911 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,467 shares; 2025Q4: 4,487 shares; 2026Q1: 5,113 shares 5,113 $594K <0.01% +626 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,915 shares; 2025Q4: 8,485 shares; 2026Q1: 8,489 shares 8,489 $593K <0.01% +4 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,061 shares; 2025Q4: 8,903 shares; 2026Q1: 14,001 shares 14,001 $592K <0.01% +5,098 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,642 shares; 2024Q4: 30,643 shares; 2025Q1: 25,748 shares; 2025Q2: 25,805 shares; 2025Q3: 36,000 shares; 2025Q4: 56,205 shares; 2026Q1: 56,205 shares 56,205 $591K <0.01% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 13,016 shares; 2025Q1: 19,799 shares; 2025Q2: 25,542 shares; 2025Q3: 26,278 shares; 2025Q4: 26,800 shares; 2026Q1: 27,356 shares 27,356 $590K <0.01% +556 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to 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 shares; 2025Q4: 1,231 shares; 2026Q1: 1,754 shares 1,754 $590K <0.01% +523 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 13,147 shares; 2025Q1: 14,318 shares; 2025Q2: not reported; 2025Q3: 7,805 shares; 2025Q4: 8,569 shares; 2026Q1: 10,940 shares 10,940 $589K <0.01% +2,371 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,429 shares; 2026Q1: 2,351 shares 2,351 $589K <0.01% +922 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,454 shares; 2025Q4: 28,181 shares; 2026Q1: 41,355 shares 41,355 $589K <0.01% +13,174 Timeline BRKR BRUKER CORP More: the full row for BRUKER 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: 1,131 shares; 2025Q4: 9,522 shares; 2026Q1: 16,277 shares 16,277 $588K <0.01% +6,755 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,732 shares; 2024Q4: 14,658 shares; 2025Q1: 14,464 shares; 2025Q2: 15,372 shares; 2025Q3: 11,109 shares; 2025Q4: 12,513 shares; 2026Q1: 9,560 shares 9,560 $587K <0.01% -2,953 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: 11,859 shares; 2026Q1: 12,386 shares 12,386 $587K <0.01% +527 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,073 shares; 2024Q4: 18,314 shares; 2025Q1: 17,457 shares; 2025Q2: 15,987 shares; 2025Q3: 16,071 shares; 2025Q4: 15,871 shares; 2026Q1: 15,215 shares 15,215 $586K <0.01% -656 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,436 shares; 2025Q1: 18,090 shares; 2025Q2: 18,128 shares; 2025Q3: 18,429 shares; 2025Q4: 15,916 shares; 2026Q1: 17,297 shares 17,297 $586K <0.01% +1,381 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,469 shares; 2024Q4: 39,798 shares; 2025Q1: 41,490 shares; 2025Q2: 46,484 shares; 2025Q3: 47,318 shares; 2025Q4: 49,727 shares; 2026Q1: 46,653 shares 46,653 $584K <0.01% -3,074 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,592 shares; 2024Q4: 13,559 shares; 2025Q1: 13,666 shares; 2025Q2: 13,453 shares; 2025Q3: 13,350 shares; 2025Q4: 13,686 shares; 2026Q1: 15,467 shares 15,467 $584K <0.01% +1,781 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,483 shares; 2025Q4: 4,432 shares; 2026Q1: 3,357 shares 3,357 $582K <0.01% -1,075 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,464 shares; 2025Q4: 20,870 shares; 2026Q1: 20,694 shares 20,694 $581K <0.01% -176 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 30,088 shares; 2025Q3: 26,058 shares; 2025Q4: 26,130 shares; 2026Q1: 24,474 shares 24,474 $581K <0.01% -1,656 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 4,730 shares; 2026Q1: 6,286 shares 6,286 $580K <0.01% +1,556 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,053 shares; 2024Q4: 16,380 shares; 2025Q1: 15,812 shares; 2025Q2: 15,812 shares; 2025Q3: 15,931 shares; 2025Q4: 15,931 shares; 2026Q1: 16,833 shares 16,833 $580K <0.01% +902 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,218 shares; 2025Q4: 5,995 shares; 2026Q1: 5,746 shares 5,746 $579K <0.01% -249 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,344 shares; 2025Q4: 2,599 shares; 2026Q1: 2,742 shares 2,742 $579K <0.01% +143 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,282 shares; 2024Q4: 27,688 shares; 2025Q1: 40,119 shares; 2025Q2: 10,893 shares; 2025Q3: 10,103 shares; 2025Q4: 11,174 shares; 2026Q1: 17,123 shares 17,123 $578K <0.01% +5,949 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,072 shares; 2025Q4: 30,518 shares; 2026Q1: 71,828 shares 71,828 $578K <0.01% +41,310 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,480 shares; 2025Q3: 18,572 shares; 2025Q4: 18,751 shares; 2026Q1: 21,697 shares 21,697 $577K <0.01% +2,946 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,794 shares; 2025Q4: 5,041 shares; 2026Q1: 4,905 shares 4,905 $577K <0.01% -136 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 219 shares; 2026Q1: 31,417 shares 31,417 $577K <0.01% +31,198 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,849 shares; 2024Q4: 24,557 shares; 2025Q1: 25,593 shares; 2025Q2: 19,474 shares; 2025Q3: 545 shares; 2025Q4: 893 shares; 2026Q1: 1,522 shares 1,522 $575K <0.01% +629 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,420 shares; 2024Q4: 25,885 shares; 2025Q1: 32,546 shares; 2025Q2: 32,758 shares; 2025Q3: 36,219 shares; 2025Q4: 36,457 shares; 2026Q1: 35,869 shares 35,869 $575K <0.01% -588 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,667 shares; 2025Q4: 6,894 shares; 2026Q1: 16,161 shares 16,161 $574K <0.01% +9,267 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE 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: 817 shares; 2025Q4: 995 shares; 2026Q1: 9,879 shares 9,879 $574K <0.01% +8,884 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,812 shares; 2024Q4: 53,862 shares; 2025Q1: 57,195 shares; 2025Q2: 60,380 shares; 2025Q3: 55,313 shares; 2025Q4: 55,971 shares; 2026Q1: 52,377 shares 52,377 $574K <0.01% -3,594 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,785 shares; 2024Q4: 21,505 shares; 2025Q1: 18,905 shares; 2025Q2: 19,767 shares; 2025Q3: 14,031 shares; 2025Q4: 14,580 shares; 2026Q1: 15,466 shares 15,466 $572K <0.01% +886 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,080 shares; 2025Q4: 13,080 shares; 2026Q1: 13,180 shares 13,180 $572K <0.01% +100 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 300 shares; 2026Q1: 260 shares 260 $571K <0.01% -40 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,131 shares; 2025Q4: 2,893 shares; 2026Q1: 4,394 shares 4,394 $571K <0.01% +1,501 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS 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: 1,461 shares; 2025Q4: 5,457 shares; 2026Q1: 35,466 shares 35,466 $571K <0.01% +30,009 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 1,384 shares; 2026Q1: 2,307 shares 2,307 $570K <0.01% +923 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,411 shares; 2024Q4: 11,028 shares; 2025Q1: 11,027 shares; 2025Q2: 11,711 shares; 2025Q3: 11,023 shares; 2025Q4: 13,896 shares; 2026Q1: 14,125 shares 14,125 $569K <0.01% +229 Timeline BRZE BRAZE INC More: the full row for BRAZE 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: 13,092 shares; 2025Q4: 16,226 shares; 2026Q1: 24,093 shares 24,093 $569K <0.01% +7,867 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,568 shares; 2025Q4: 12,414 shares; 2026Q1: 11,560 shares 11,560 $569K <0.01% -854 Timeline BBHL BBH TR More: the full row for BBH 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: 48,195 shares; 2026Q1: 37,727 shares 37,727 $567K <0.01% -10,468 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,283 shares; 2025Q4: 5,390 shares; 2026Q1: 5,564 shares 5,564 $564K <0.01% +174 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,874 shares; 2024Q4: 64,201 shares; 2025Q1: 16,518 shares; 2025Q2: not reported; 2025Q3: 16,635 shares; 2025Q4: 16,323 shares; 2026Q1: 33,159 shares 33,159 $563K <0.01% +16,836 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,582 shares; 2025Q4: 15,046 shares; 2026Q1: 11,796 shares 11,796 $561K <0.01% -3,250 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,030 shares; 2025Q4: 4,980 shares; 2026Q1: 4,795 shares 4,795 $561K <0.01% -185 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,574 shares; 2024Q4: 18,407 shares; 2025Q1: 18,447 shares; 2025Q2: 26,449 shares; 2025Q3: 32,019 shares; 2025Q4: 31,252 shares; 2026Q1: 31,274 shares 31,274 $558K <0.01% +22 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,323 shares; 2025Q2: 17,685 shares; 2025Q3: 62,079 shares; 2025Q4: 47,553 shares; 2026Q1: 34,939 shares 34,939 $556K <0.01% -12,614 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,328 shares; 2024Q4: 63,463 shares; 2025Q1: 518,470 shares; 2025Q2: 296,448 shares; 2025Q3: 216,978 shares; 2025Q4: 8,824 shares; 2026Q1: 18,675 shares 18,675 $556K <0.01% +9,851 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,661 shares; 2025Q4: 6,415 shares; 2026Q1: 6,415 shares 6,415 $556K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,525 shares; 2024Q4: 13,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 1,989 shares; 2026Q1: 1,868 shares 1,868 $555K <0.01% -121 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 12,702 shares; 2026Q1: 16,048 shares 16,048 $554K <0.01% +3,346 Timeline IXP 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: 3,952 shares; 2025Q4: 3,962 shares; 2026Q1: 4,827 shares 4,827 $554K <0.01% +865 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 376 shares; 2026Q1: 1,062 shares 1,062 $554K <0.01% +686 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 13,124 shares; 2025Q4: 15,008 shares; 2026Q1: 14,972 shares 14,972 $554K <0.01% -36 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,750 shares; 2026Q1: 17,750 shares 17,750 $552K <0.01% +2,000 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,096,530 shares; 2025Q1: 39,797 shares; 2025Q2: 674,541 shares; 2025Q3: 173,231 shares; 2025Q4: 179,327 shares; 2026Q1: 80,178 shares 80,178 $551K <0.01% -99,149 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,152 shares; 2024Q4: 14,169 shares; 2025Q1: 14,054 shares; 2025Q2: 14,029 shares; 2025Q3: 14,039 shares; 2025Q4: 13,877 shares; 2026Q1: 15,117 shares 15,117 $551K <0.01% +1,240 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE 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: 6,080 shares; 2026Q1: 19,314 shares 19,314 $550K <0.01% +13,234 Timeline INTR INTER & CO INC More: the full row for INTER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,816 shares; 2025Q4: 68,816 shares; 2026Q1: 69,016 shares 69,016 $549K <0.01% +200 Timeline KIE 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: 9,030 shares; 2025Q4: 10,128 shares; 2026Q1: 9,980 shares 9,980 $549K <0.01% -148 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 7,805 shares; 2025Q4: 10,639 shares; 2026Q1: 21,367 shares 21,367 $549K <0.01% +10,728 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,661 shares; 2024Q4: 12,701 shares; 2025Q1: 16,722 shares; 2025Q2: 18,154 shares; 2025Q3: 19,186 shares; 2025Q4: 19,229 shares; 2026Q1: 21,475 shares 21,475 $548K <0.01% +2,246 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE 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: 708 shares; 2026Q1: 25,170 shares 25,170 $547K <0.01% +24,462 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,443 shares; 2025Q4: 2,850 shares; 2026Q1: 4,875 shares 4,875 $547K <0.01% +2,025 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 421 shares; 2026Q1: 34,833 shares 34,833 $546K <0.01% +34,412 Timeline PKW 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: 4,728 shares; 2025Q4: 4,347 shares; 2026Q1: 4,153 shares 4,153 $545K <0.01% -194 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES 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: 1,026 shares; 2025Q4: 2,869 shares; 2026Q1: 8,614 shares 8,614 $544K <0.01% +5,745 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,735 shares; 2025Q4: 3,925 shares; 2026Q1: 3,800 shares 3,800 $544K <0.01% -125 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 674 shares; 2026Q1: 7,841 shares 7,841 $543K <0.01% +7,167 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS 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: 2,958 shares; 2025Q4: 16,876 shares; 2026Q1: 17,124 shares 17,124 $540K <0.01% +248 Timeline CRMT AMERICAS CAR-MART INC More: the full row for AMERICAS CAR-MART 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: 20,590 shares; 2026Q1: 42,134 shares 42,134 $536K <0.01% +21,544 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE 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: 11,611 shares; 2025Q4: 14,970 shares; 2026Q1: 11,253 shares 11,253 $535K <0.01% -3,717 Timeline NXTG 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: 11,241 shares; 2025Q3: 879 shares; 2025Q4: 5,001 shares; 2026Q1: 4,777 shares 4,777 $535K <0.01% -224 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,541 shares; 2024Q4: 21,525 shares; 2025Q1: 20,530 shares; 2025Q2: 20,532 shares; 2025Q3: 18,782 shares; 2025Q4: 20,316 shares; 2026Q1: 30,266 shares 30,266 $534K <0.01% +9,950 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,640 shares; 2026Q1: 14,485 shares 14,485 $533K <0.01% -1,155 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,609 shares; 2026Q1: 17,910 shares 17,910 $532K <0.01% +8,301 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,710 shares; 2024Q4: 22,222 shares; 2025Q1: 18,509 shares; 2025Q2: 19,308 shares; 2025Q3: 18,900 shares; 2025Q4: 19,628 shares; 2026Q1: 15,247 shares 15,247 $531K <0.01% -4,381 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,361 shares; 2024Q4: 14,361 shares; 2025Q1: 15,935 shares; 2025Q2: 15,959 shares; 2025Q3: 24,233 shares; 2025Q4: 24,244 shares; 2026Q1: 23,866 shares 23,866 $531K <0.01% -378 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,014 shares; 2024Q4: 25,014 shares; 2025Q1: 32,000 shares; 2025Q2: 27,020 shares; 2025Q3: 29,020 shares; 2025Q4: 29,020 shares; 2026Q1: 29,835 shares 29,835 $531K <0.01% +815 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 386 shares; 2025Q4: 552 shares; 2026Q1: 4,631 shares 4,631 $531K <0.01% +4,079 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,866 shares; 2026Q1: 2,714 shares 2,714 $530K <0.01% +848 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,751 shares; 2024Q4: 10,764 shares; 2025Q1: 10,768 shares; 2025Q2: 13,991 shares; 2025Q3: 14,931 shares; 2025Q4: 16,642 shares; 2026Q1: 16,590 shares 16,590 $530K <0.01% -52 Timeline EEMA 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: 3,168 shares; 2025Q4: 8,077 shares; 2026Q1: 5,509 shares 5,509 $527K <0.01% -2,568 Timeline FTA 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: 15,400 shares; 2024Q4: 15,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,895 shares; 2025Q4: 5,824 shares; 2026Q1: 5,711 shares 5,711 $527K <0.01% -113 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,728 shares; 2025Q3: 48,728 shares; 2025Q4: 45,343 shares; 2026Q1: 42,712 shares 42,712 $525K <0.01% -2,631 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,719 shares; 2024Q4: 74,666 shares; 2025Q1: 77,884 shares; 2025Q2: 76,565 shares; 2025Q3: 75,905 shares; 2025Q4: 74,117 shares; 2026Q1: 76,242 shares 76,242 $525K <0.01% +2,125 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,172 shares; 2025Q1: 15,509 shares; 2025Q2: 15,538 shares; 2025Q3: 15,585 shares; 2025Q4: 15,432 shares; 2026Q1: 15,474 shares 15,474 $522K <0.01% +42 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,697 shares; 2024Q4: 26,166 shares; 2025Q1: 20,133 shares; 2025Q2: 37,235 shares; 2025Q3: 27,218 shares; 2025Q4: 27,022 shares; 2026Q1: 24,878 shares 24,878 $520K <0.01% -2,144 Timeline DIHP 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: 11,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 557 shares; 2026Q1: 16,128 shares 16,128 $520K <0.01% +15,571 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334,447 shares; 2025Q2: 368,923 shares; 2025Q3: 25,863 shares; 2025Q4: 24,693 shares; 2026Q1: 45,972 shares 45,972 $519K <0.01% +21,279 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808,798 shares; 2024Q4: 795,667 shares; 2025Q1: 752,607 shares; 2025Q2: 750,210 shares; 2025Q3: 772,466 shares; 2025Q4: 688,895 shares; 2026Q1: 40,298 shares 40,298 $519K <0.01% -648,597 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,071 shares; 2025Q4: 2,329 shares; 2026Q1: 4,004 shares 4,004 $514K <0.01% +1,675 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST 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: 2,980 shares; 2025Q4: 3,292 shares; 2026Q1: 4,828 shares 4,828 $509K <0.01% +1,536 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 1,660 shares; 2025Q4: 7,890 shares; 2026Q1: 8,145 shares 8,145 $508K <0.01% +255 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,749 shares; 2025Q4: 9,905 shares; 2026Q1: 9,509 shares 9,509 $508K <0.01% -396 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,610 shares; 2024Q4: 30,610 shares; 2025Q1: 30,610 shares; 2025Q2: 30,610 shares; 2025Q3: 30,610 shares; 2025Q4: 27,610 shares; 2026Q1: 36,216 shares 36,216 $507K <0.01% +8,606 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,075 shares; 2025Q4: 13,330 shares; 2026Q1: 27,755 shares 27,755 $505K <0.01% +14,425 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,440 shares; 2025Q4: 2,408 shares; 2026Q1: 4,823 shares 4,823 $505K <0.01% +2,415 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,592 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,799 shares; 2025Q3: 18,294 shares; 2025Q4: 10,637 shares; 2026Q1: 11,687 shares 11,687 $504K <0.01% +1,050 Timeline SE SEA LTD More: the full row for SEA 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: 3,282 shares; 2025Q4: 2,860 shares; 2026Q1: 6,083 shares 6,083 $504K <0.01% +3,223 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS 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: 16,038 shares; 2025Q4: 21,071 shares; 2026Q1: 14,875 shares 14,875 $503K <0.01% -6,196 Timeline TPG TPG INC More: the full row for TPG 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: 3,972 shares; 2025Q4: 8,517 shares; 2026Q1: 12,401 shares 12,401 $502K <0.01% +3,884 Timeline DGT 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: 2,957 shares; 2025Q4: 2,957 shares; 2026Q1: 2,957 shares 2,957 $501K <0.01% 0 Timeline DTEC 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: 11,153 shares; 2024Q4: 11,201 shares; 2025Q1: 11,751 shares; 2025Q2: 11,851 shares; 2025Q3: 11,851 shares; 2025Q4: 11,580 shares; 2026Q1: 11,580 shares 11,580 $501K <0.01% 0 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,804 shares; 2024Q4: 37,050 shares; 2025Q1: 38,659 shares; 2025Q2: 38,877 shares; 2025Q3: 40,157 shares; 2025Q4: 41,385 shares; 2026Q1: 34,575 shares 34,575 $499K <0.01% -6,810 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,397 shares; 2024Q4: 46,415 shares; 2025Q1: 33,947 shares; 2025Q2: 34,708 shares; 2025Q3: 34,669 shares; 2025Q4: 33,455 shares; 2026Q1: 41,318 shares 41,318 $498K <0.01% +7,863 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI 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: 1,083 shares; 2025Q4: 1,265 shares; 2026Q1: 25,935 shares 25,935 $498K <0.01% +24,670 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,085 shares; 2025Q4: 6,520 shares; 2026Q1: 8,643 shares 8,643 $498K <0.01% +2,123 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,756 shares; 2025Q4: 2,461 shares; 2026Q1: 2,462 shares 2,462 $496K <0.01% +1 Timeline IHAK 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: 10,169 shares; 2025Q2: 10,268 shares; 2025Q3: 10,960 shares; 2025Q4: 10,602 shares; 2026Q1: 11,327 shares 11,327 $494K <0.01% +725 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 7,727 shares; 2025Q4: 8,107 shares; 2026Q1: 7,235 shares 7,235 $494K <0.01% -872 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT 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: 40,304 shares; 2025Q3: 52,222 shares; 2025Q4: 23,000 shares; 2026Q1: 23,005 shares 23,005 $493K <0.01% +5 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,548 shares; 2025Q4: 1,047 shares; 2026Q1: 1,768 shares 1,768 $493K <0.01% +721 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,038 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,640 shares; 2025Q4: 5,586 shares; 2026Q1: 7,622 shares 7,622 $493K <0.01% +2,036 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,685 shares 9,685 $491K <0.01% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 19,590 shares; 2025Q1: 24,400 shares; 2025Q2: 17,506 shares; 2025Q3: 10,644 shares; 2025Q4: 10,895 shares; 2026Q1: 10,291 shares 10,291 $491K <0.01% -604 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,865 shares; 2025Q4: 8,869 shares; 2026Q1: 5,039 shares 5,039 $491K <0.01% -3,830 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,591 shares; 2025Q4: 14,651 shares; 2026Q1: 15,529 shares 15,529 $491K <0.01% +878 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 593 shares; 2025Q4: 3,893 shares; 2026Q1: 10,633 shares 10,633 $490K <0.01% +6,740 Timeline ONLN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,137 shares; 2025Q4: 12,075 shares; 2026Q1: 9,215 shares 9,215 $490K <0.01% -2,860 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,471 shares; 2024Q4: 12,516 shares; 2025Q1: 10,369 shares; 2025Q2: 13,608 shares; 2025Q3: 22,928 shares; 2025Q4: 29,680 shares; 2026Q1: 19,712 shares 19,712 $488K <0.01% -9,968 Timeline DEUS 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: 13,793 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,306 shares; 2025Q4: 8,148 shares; 2026Q1: 8,149 shares 8,149 $488K <0.01% +1 Timeline TRUC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,158 shares 20,158 $487K <0.01% new Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL 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: 361 shares; 2025Q4: 11,755 shares; 2026Q1: 11,755 shares 11,755 $487K <0.01% 0 Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,556 shares; 2024Q4: 296,631 shares; 2025Q1: 324,680 shares; 2025Q2: 341,224 shares; 2025Q3: 331,224 shares; 2025Q4: 444,144 shares; 2026Q1: 527,408 shares 527,408 $485K <0.01% +83,264 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,280 shares; 2024Q4: 15,145 shares; 2025Q1: 15,545 shares; 2025Q2: 32,945 shares; 2025Q3: 19,573 shares; 2025Q4: 16,324 shares; 2026Q1: 13,398 shares 13,398 $484K <0.01% -2,926 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 4,217 shares; 2026Q1: 4,965 shares 4,965 $484K <0.01% +748 Timeline MCHI 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: 11,063 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,869 shares; 2025Q4: 7,358 shares; 2026Q1: 8,586 shares 8,586 $482K <0.01% +1,228 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,003 shares; 2024Q4: 64,363 shares; 2025Q1: 64,567 shares; 2025Q2: 65,890 shares; 2025Q3: 66,619 shares; 2025Q4: 55,773 shares; 2026Q1: 55,492 shares 55,492 $481K <0.01% -281 Timeline