GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,768 shares; 2025Q3: 29,602 shares; 2025Q4: 34,950 shares; 2026Q1: 50,618 shares 50,618 $6.08M 0.03% +15,668 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,798 shares; 2024Q4: 120,488 shares; 2025Q1: 63,648 shares; 2025Q2: 171,792 shares; 2025Q3: 59,975 shares; 2025Q4: 74,869 shares; 2026Q1: 120,711 shares 120,711 $6.05M 0.03% +45,842 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,157 shares; 2025Q1: 40,000 shares; 2025Q2: 38,844 shares; 2025Q3: 44,127 shares; 2025Q4: 55,220 shares; 2026Q1: 58,273 shares 58,273 $6.05M 0.03% +3,053 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,100 shares; 2024Q4: 78,415 shares; 2025Q1: 77,621 shares; 2025Q2: 77,359 shares; 2025Q3: 66,134 shares; 2025Q4: 65,033 shares; 2026Q1: 129,461 shares 129,461 $6.01M 0.03% +64,428 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,460 shares; 2024Q4: 31,423 shares; 2025Q1: 28,122 shares; 2025Q2: 27,387 shares; 2025Q3: 24,962 shares; 2025Q4: 26,720 shares; 2026Q1: 26,011 shares 26,011 $5.99M 0.03% -709 Timeline GNMA 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: 130,231 shares; 2024Q4: 133,569 shares; 2025Q1: 127,686 shares; 2025Q2: 131,434 shares; 2025Q3: 127,240 shares; 2025Q4: 121,165 shares; 2026Q1: 134,515 shares 134,515 $5.96M 0.03% +13,350 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,760 shares; 2025Q1: 35,886 shares; 2025Q2: 30,542 shares; 2025Q3: 43,390 shares; 2025Q4: 102,221 shares; 2026Q1: 85,811 shares 85,811 $5.96M 0.03% -16,410 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,197 shares; 2024Q4: 72,632 shares; 2025Q1: 73,235 shares; 2025Q2: 76,349 shares; 2025Q3: 72,926 shares; 2025Q4: 71,635 shares; 2026Q1: 73,063 shares 73,063 $5.94M 0.03% +1,428 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,332 shares; 2024Q4: 19,241 shares; 2025Q1: 85,017 shares; 2025Q2: 85,869 shares; 2025Q3: 140,744 shares; 2025Q4: 137,844 shares; 2026Q1: 144,056 shares 144,056 $5.93M 0.03% +6,212 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,135 shares; 2024Q4: 94,841 shares; 2025Q1: 106,133 shares; 2025Q2: 112,453 shares; 2025Q3: 114,295 shares; 2025Q4: 117,630 shares; 2026Q1: 123,060 shares 123,060 $5.93M 0.03% +5,430 Timeline DWAS 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: 39,414 shares; 2024Q4: 39,564 shares; 2025Q1: 45,825 shares; 2025Q2: 60,216 shares; 2025Q3: 61,732 shares; 2025Q4: 59,729 shares; 2026Q1: 59,522 shares 59,522 $5.86M 0.03% -207 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,035 shares; 2024Q4: 66,942 shares; 2025Q1: 66,815 shares; 2025Q2: 76,007 shares; 2025Q3: 86,609 shares; 2025Q4: 93,742 shares; 2026Q1: 93,395 shares 93,395 $5.86M 0.03% -347 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,507 shares; 2024Q4: 18,531 shares; 2025Q1: 17,964 shares; 2025Q2: 16,639 shares; 2025Q3: 15,898 shares; 2025Q4: 15,753 shares; 2026Q1: 18,119 shares 18,119 $5.85M 0.03% +2,366 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,891 shares; 2024Q4: 52,840 shares; 2025Q1: 51,258 shares; 2025Q2: 57,134 shares; 2025Q3: 55,297 shares; 2025Q4: 75,178 shares; 2026Q1: 65,817 shares 65,817 $5.84M 0.03% -9,361 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,364 shares; 2024Q4: 100,189 shares; 2025Q1: 104,444 shares; 2025Q2: 103,726 shares; 2025Q3: 104,508 shares; 2025Q4: 112,737 shares; 2026Q1: 114,616 shares 114,616 $5.83M 0.03% +1,879 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,216 shares; 2024Q4: 65,500 shares; 2025Q1: 65,046 shares; 2025Q2: 76,645 shares; 2025Q3: 96,069 shares; 2025Q4: 92,509 shares; 2026Q1: 83,999 shares 83,999 $5.82M 0.03% -8,510 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,896 shares; 2024Q4: 14,808 shares; 2025Q1: 10,503 shares; 2025Q2: 10,329 shares; 2025Q3: 10,338 shares; 2025Q4: 10,420 shares; 2026Q1: 9,595 shares 9,595 $5.81M 0.03% -825 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,203 shares; 2025Q1: 7,711 shares; 2025Q2: 47,394 shares; 2025Q3: 48,397 shares; 2025Q4: 52,213 shares; 2026Q1: 56,020 shares 56,020 $5.79M 0.03% +3,807 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,741 shares; 2024Q4: 98,319 shares; 2025Q1: 97,700 shares; 2025Q2: 78,901 shares; 2025Q3: 73,569 shares; 2025Q4: 68,725 shares; 2026Q1: 62,524 shares 62,524 $5.78M 0.03% -6,201 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: 305,100 shares; 2026Q1: 305,740 shares 305,740 $5.77M 0.03% +640 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,984 shares; 2025Q3: 27,301 shares; 2025Q4: 28,167 shares; 2026Q1: 61,155 shares 61,155 $5.74M 0.03% +32,988 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,113 shares; 2025Q1: 3,815 shares; 2025Q2: 8,404 shares; 2025Q3: 14,824 shares; 2025Q4: 40,686 shares; 2026Q1: 43,047 shares 43,047 $5.73M 0.03% +2,361 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,507 shares; 2024Q4: 64,911 shares; 2025Q1: 96,804 shares; 2025Q2: 108,508 shares; 2025Q3: 84,579 shares; 2025Q4: 85,812 shares; 2026Q1: 89,957 shares 89,957 $5.72M 0.03% +4,145 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,881 shares; 2024Q4: 17,556 shares; 2025Q1: 17,797 shares; 2025Q2: 22,764 shares; 2025Q3: 20,184 shares; 2025Q4: 30,920 shares; 2026Q1: 31,728 shares 31,728 $5.71M 0.03% +808 Timeline IPKW 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: 66,297 shares; 2025Q3: 95,069 shares; 2025Q4: 98,641 shares; 2026Q1: 101,412 shares 101,412 $5.71M 0.03% +2,771 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,250 shares; 2024Q4: 19,670 shares; 2025Q1: 18,783 shares; 2025Q2: 19,963 shares; 2025Q3: 17,643 shares; 2025Q4: 23,473 shares; 2026Q1: 29,088 shares 29,088 $5.7M 0.03% +5,615 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,828 shares; 2024Q4: 39,973 shares; 2025Q1: 41,126 shares; 2025Q2: 39,902 shares; 2025Q3: 41,024 shares; 2025Q4: 37,642 shares; 2026Q1: 36,420 shares 36,420 $5.66M 0.03% -1,222 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,444 shares; 2024Q4: 15,394 shares; 2025Q1: 15,539 shares; 2025Q2: 14,885 shares; 2025Q3: 20,327 shares; 2025Q4: 12,039 shares; 2026Q1: 11,668 shares 11,668 $5.66M 0.03% -371 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,318 shares; 2024Q4: 50,384 shares; 2025Q1: 45,898 shares; 2025Q2: 47,557 shares; 2025Q3: 50,221 shares; 2025Q4: 49,802 shares; 2026Q1: 49,801 shares 49,801 $5.64M 0.03% -1 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,878 shares; 2025Q3: 103,112 shares; 2025Q4: 112,378 shares; 2026Q1: 111,715 shares 111,715 $5.61M 0.03% -663 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 11,310 shares; 2025Q1: 137,488 shares; 2025Q2: 208,234 shares; 2025Q3: 243,999 shares; 2025Q4: 244,313 shares; 2026Q1: 245,489 shares 245,489 $5.6M 0.03% +1,176 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,307 shares; 2024Q4: 21,463 shares; 2025Q1: 16,817 shares; 2025Q2: 17,724 shares; 2025Q3: 18,214 shares; 2025Q4: 22,359 shares; 2026Q1: 25,820 shares 25,820 $5.59M 0.03% +3,461 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,572 shares; 2024Q4: 56,869 shares; 2025Q1: 82,791 shares; 2025Q2: 84,334 shares; 2025Q3: 87,000 shares; 2025Q4: 84,242 shares; 2026Q1: 84,730 shares 84,730 $5.57M 0.03% +488 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: 25,192 shares; 2024Q4: 24,805 shares; 2025Q1: 103,412 shares; 2025Q2: 107,859 shares; 2025Q3: 95,513 shares; 2025Q4: 95,604 shares; 2026Q1: 118,904 shares 118,904 $5.56M 0.03% +23,300 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,541 shares; 2024Q4: 56,404 shares; 2025Q1: 60,630 shares; 2025Q2: 43,859 shares; 2025Q3: 44,339 shares; 2025Q4: 43,359 shares; 2026Q1: 43,191 shares 43,191 $5.54M 0.03% -168 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,500 shares; 2024Q4: 61,784 shares; 2025Q1: 58,916 shares; 2025Q2: 37,256 shares; 2025Q3: 35,722 shares; 2025Q4: 47,383 shares; 2026Q1: 54,999 shares 54,999 $5.53M 0.03% +7,616 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,288 shares; 2024Q4: 113,658 shares; 2025Q1: 121,526 shares; 2025Q2: 118,660 shares; 2025Q3: 137,601 shares; 2025Q4: 141,798 shares; 2026Q1: 144,076 shares 144,076 $5.5M 0.03% +2,278 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,685 shares; 2024Q4: 92,058 shares; 2025Q1: 87,035 shares; 2025Q2: 89,438 shares; 2025Q3: 67,228 shares; 2025Q4: 70,668 shares; 2026Q1: 76,929 shares 76,929 $5.49M 0.03% +6,261 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,581 shares; 2024Q4: 163,244 shares; 2025Q1: 108,804 shares; 2025Q2: 138,205 shares; 2025Q3: 130,681 shares; 2025Q4: 162,459 shares; 2026Q1: 155,488 shares 155,488 $5.46M 0.03% -6,971 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,616 shares; 2024Q4: 115,180 shares; 2025Q1: 112,412 shares; 2025Q2: 114,122 shares; 2025Q3: 115,748 shares; 2025Q4: 99,791 shares; 2026Q1: 94,324 shares 94,324 $5.45M 0.03% -5,467 Timeline MGC 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: 20,631 shares; 2024Q4: 20,659 shares; 2025Q1: 37,863 shares; 2025Q2: 47,603 shares; 2025Q3: 68,574 shares; 2025Q4: 72,296 shares; 2026Q1: 22,939 shares 22,939 $5.42M 0.03% -49,357 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,870 shares; 2024Q4: 21,273 shares; 2025Q1: 22,148 shares; 2025Q2: 23,951 shares; 2025Q3: 26,715 shares; 2025Q4: 24,403 shares; 2026Q1: 19,423 shares 19,423 $5.4M 0.03% -4,980 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,654 shares; 2024Q4: 76,859 shares; 2025Q1: 78,271 shares; 2025Q2: 88,544 shares; 2025Q3: 101,766 shares; 2025Q4: 101,521 shares; 2026Q1: 105,235 shares 105,235 $5.39M 0.03% +3,714 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,697 shares; 2025Q1: 21,473 shares; 2025Q2: 21,661 shares; 2025Q3: 84,316 shares; 2025Q4: 115,759 shares; 2026Q1: 139,125 shares 139,125 $5.35M 0.03% +23,366 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: 34,725 shares; 2024Q4: 36,087 shares; 2025Q1: 35,970 shares; 2025Q2: 36,779 shares; 2025Q3: 113,217 shares; 2025Q4: 112,212 shares; 2026Q1: 117,857 shares 117,857 $5.34M 0.03% +5,645 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,118 shares; 2024Q4: 32,538 shares; 2025Q1: 42,532 shares; 2025Q2: 47,292 shares; 2025Q3: 39,315 shares; 2025Q4: 44,670 shares; 2026Q1: 83,289 shares 83,289 $5.34M 0.03% +38,619 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,933 shares; 2024Q4: 103,060 shares; 2025Q1: 104,209 shares; 2025Q2: 120,266 shares; 2025Q3: 167,463 shares; 2025Q4: 167,227 shares; 2026Q1: 130,564 shares 130,564 $5.33M 0.03% -36,663 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,634 shares; 2024Q4: 194,430 shares; 2025Q1: 124,374 shares; 2025Q2: 122,693 shares; 2025Q3: 122,174 shares; 2025Q4: 128,639 shares; 2026Q1: 101,320 shares 101,320 $5.33M 0.03% -27,319 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 28,866 shares; 2025Q1: 30,361 shares; 2025Q2: 35,623 shares; 2025Q3: 37,834 shares; 2025Q4: 41,062 shares; 2026Q1: 35,200 shares 35,200 $5.31M 0.03% -5,862 Timeline SLQD 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: 127,536 shares; 2024Q4: 80,821 shares; 2025Q1: 79,498 shares; 2025Q2: 78,900 shares; 2025Q3: 84,067 shares; 2025Q4: 87,285 shares; 2026Q1: 103,791 shares 103,791 $5.24M 0.03% +16,506 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,918 shares; 2024Q4: 79,286 shares; 2025Q1: 91,417 shares; 2025Q2: 102,523 shares; 2025Q3: 105,110 shares; 2025Q4: 103,742 shares; 2026Q1: 103,233 shares 103,233 $5.23M 0.03% -509 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,726 shares; 2024Q4: 116,157 shares; 2025Q1: 100,823 shares; 2025Q2: 90,478 shares; 2025Q3: 99,257 shares; 2025Q4: 91,971 shares; 2026Q1: 102,532 shares 102,532 $5.22M 0.03% +10,561 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,252 shares; 2024Q4: 17,998 shares; 2025Q1: 18,583 shares; 2025Q2: 22,266 shares; 2025Q3: 23,316 shares; 2025Q4: 23,931 shares; 2026Q1: 25,100 shares 25,100 $5.22M 0.03% +1,169 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,537 shares; 2024Q4: 36,022 shares; 2025Q1: 33,708 shares; 2025Q2: 35,046 shares; 2025Q3: 33,395 shares; 2025Q4: 32,764 shares; 2026Q1: 33,150 shares 33,150 $5.22M 0.03% +386 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,965 shares; 2025Q2: 154,747 shares; 2025Q3: 120,974 shares; 2025Q4: 125,612 shares; 2026Q1: 103,769 shares 103,769 $5.2M 0.03% -21,843 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,303 shares; 2024Q4: 235,282 shares; 2025Q1: 234,268 shares; 2025Q2: 234,209 shares; 2025Q3: 234,392 shares; 2025Q4: 328,554 shares; 2026Q1: 305,240 shares 305,240 $5.19M 0.03% -23,314 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283,274 shares 283,274 $5.17M 0.03% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,514 shares; 2024Q4: 30,349 shares; 2025Q1: 34,288 shares; 2025Q2: 36,572 shares; 2025Q3: 35,355 shares; 2025Q4: 39,758 shares; 2026Q1: 38,215 shares 38,215 $5.17M 0.03% -1,543 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,396 shares; 2024Q4: 45,150 shares; 2025Q1: 85,317 shares; 2025Q2: 92,423 shares; 2025Q3: 90,417 shares; 2025Q4: 121,167 shares; 2026Q1: 101,344 shares 101,344 $5.1M 0.03% -19,823 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: 13,924 shares; 2024Q4: 8,263 shares; 2025Q1: 3,938 shares; 2025Q2: 3,520 shares; 2025Q3: 3,527 shares; 2025Q4: 24,510 shares; 2026Q1: 25,181 shares 25,181 $5.07M 0.03% +671 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,506 shares; 2024Q4: 25,448 shares; 2025Q1: 23,909 shares; 2025Q2: 13,445 shares; 2025Q3: 13,574 shares; 2025Q4: 18,097 shares; 2026Q1: 16,943 shares 16,943 $5.02M 0.03% -1,154 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,657 shares; 2024Q4: 33,567 shares; 2025Q1: 35,313 shares; 2025Q2: 35,630 shares; 2025Q3: 35,906 shares; 2025Q4: 36,348 shares; 2026Q1: 34,933 shares 34,933 $5M 0.03% -1,415 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,969 shares; 2024Q4: 21,381 shares; 2025Q1: 23,372 shares; 2025Q2: 24,091 shares; 2025Q3: 24,345 shares; 2025Q4: 24,676 shares; 2026Q1: 25,500 shares 25,500 $5M 0.03% +824 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 25,032 shares; 2025Q1: 24,472 shares; 2025Q2: 51,288 shares; 2025Q3: 55,036 shares; 2025Q4: 64,739 shares; 2026Q1: 59,068 shares 59,068 $5M 0.03% -5,671 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,286 shares; 2024Q4: 16,374 shares; 2025Q1: 13,012 shares; 2025Q2: 13,364 shares; 2025Q3: 12,149 shares; 2025Q4: 13,105 shares; 2026Q1: 11,212 shares 11,212 $4.98M 0.03% -1,893 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: 21,637 shares; 2024Q4: 21,280 shares; 2025Q1: 20,001 shares; 2025Q2: 70,569 shares; 2025Q3: 73,827 shares; 2025Q4: 73,888 shares; 2026Q1: 74,205 shares 74,205 $4.98M 0.03% +317 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,717 shares; 2024Q4: 123,803 shares; 2025Q1: 146,951 shares; 2025Q2: 164,759 shares; 2025Q3: 193,003 shares; 2025Q4: 216,477 shares; 2026Q1: 233,933 shares 233,933 $4.9M 0.03% +17,456 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,596 shares; 2025Q1: 1,501 shares; 2025Q2: 1,586 shares; 2025Q3: 1,340 shares; 2025Q4: 1,370 shares; 2026Q1: 1,164 shares 1,164 $4.9M 0.03% -206 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,631 shares; 2025Q1: 8,636 shares; 2025Q2: 10,446 shares; 2025Q3: 8,900 shares; 2025Q4: 86,052 shares; 2026Q1: 179,894 shares 179,894 $4.88M 0.03% +93,842 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,668 shares; 2024Q4: 52,804 shares; 2025Q1: 36,853 shares; 2025Q2: 33,858 shares; 2025Q3: 31,782 shares; 2025Q4: 29,303 shares; 2026Q1: 28,476 shares 28,476 $4.88M 0.03% -827 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,833 shares; 2024Q4: 18,952 shares; 2025Q1: 20,236 shares; 2025Q2: 21,298 shares; 2025Q3: 22,121 shares; 2025Q4: 29,403 shares; 2026Q1: 29,743 shares 29,743 $4.87M 0.03% +340 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,513 shares; 2024Q4: 369,701 shares; 2025Q1: 341,047 shares; 2025Q2: 360,327 shares; 2025Q3: 392,467 shares; 2025Q4: 433,459 shares; 2026Q1: 467,786 shares 467,786 $4.86M 0.03% +34,327 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,329 shares; 2024Q4: 251,821 shares; 2025Q1: 156,784 shares; 2025Q2: 227,558 shares; 2025Q3: 236,091 shares; 2025Q4: 237,139 shares; 2026Q1: 235,014 shares 235,014 $4.86M 0.03% -2,125 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,637 shares; 2024Q4: 25,019 shares; 2025Q1: 24,785 shares; 2025Q2: 21,137 shares; 2025Q3: 21,260 shares; 2025Q4: 22,013 shares; 2026Q1: 25,617 shares 25,617 $4.86M 0.03% +3,604 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,713 shares; 2024Q4: 90,443 shares; 2025Q1: 81,556 shares; 2025Q2: 63,138 shares; 2025Q3: 65,137 shares; 2025Q4: 69,453 shares; 2026Q1: 95,592 shares 95,592 $4.84M 0.03% +26,139 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,991 shares; 2024Q4: 25,700 shares; 2025Q1: 21,273 shares; 2025Q2: 19,227 shares; 2025Q3: 19,228 shares; 2025Q4: 17,445 shares; 2026Q1: 17,420 shares 17,420 $4.79M 0.03% -25 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,493 shares; 2024Q4: 13,633 shares; 2025Q1: 13,664 shares; 2025Q2: 14,091 shares; 2025Q3: 15,418 shares; 2025Q4: 52,622 shares; 2026Q1: 170,232 shares 170,232 $4.79M 0.03% +117,610 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355,644 shares; 2026Q1: 287,537 shares 287,537 $4.78M 0.03% -68,107 Timeline HFSI 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: not reported; 2025Q1: not reported; 2025Q2: 42,843 shares; 2025Q3: 52,860 shares; 2025Q4: 82,580 shares; 2026Q1: 136,366 shares 136,366 $4.73M 0.03% +53,786 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,412 shares; 2024Q4: 56,149 shares; 2025Q1: 51,849 shares; 2025Q2: 60,663 shares; 2025Q3: 71,131 shares; 2025Q4: 66,749 shares; 2026Q1: 78,196 shares 78,196 $4.71M 0.03% +11,447 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: 274,985 shares; 2024Q4: 284,558 shares; 2025Q1: 95,365 shares; 2025Q2: 99,762 shares; 2025Q3: 120,513 shares; 2025Q4: 149,801 shares; 2026Q1: 175,353 shares 175,353 $4.67M 0.03% +25,552 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 12,026 shares; 2025Q1: 13,125 shares; 2025Q2: 14,316 shares; 2025Q3: 16,362 shares; 2025Q4: 15,814 shares; 2026Q1: 17,216 shares 17,216 $4.66M 0.03% +1,402 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,567 shares; 2024Q4: 31,566 shares; 2025Q1: 26,973 shares; 2025Q2: 42,470 shares; 2025Q3: 55,922 shares; 2025Q4: 59,597 shares; 2026Q1: 91,995 shares 91,995 $4.66M 0.03% +32,398 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,259 shares; 2024Q4: 16,495 shares; 2025Q1: 17,405 shares; 2025Q2: 33,130 shares; 2025Q3: 85,751 shares; 2025Q4: 86,661 shares; 2026Q1: 88,432 shares 88,432 $4.64M 0.03% +1,771 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,200 shares; 2024Q4: 36,158 shares; 2025Q1: 37,787 shares; 2025Q2: 37,552 shares; 2025Q3: 40,925 shares; 2025Q4: 44,882 shares; 2026Q1: 58,201 shares 58,201 $4.63M 0.03% +13,319 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,984 shares; 2024Q4: 39,810 shares; 2025Q1: 49,588 shares; 2025Q2: 46,042 shares; 2025Q3: 45,285 shares; 2025Q4: 48,278 shares; 2026Q1: 47,034 shares 47,034 $4.63M 0.03% -1,244 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,170 shares; 2024Q4: 88,933 shares; 2025Q1: 369,998 shares; 2025Q2: 150,738 shares; 2025Q3: 126,159 shares; 2025Q4: 117,221 shares; 2026Q1: 108,639 shares 108,639 $4.62M 0.02% -8,582 Timeline IGLD 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: 147,132 shares; 2024Q4: 168,052 shares; 2025Q1: 170,843 shares; 2025Q2: 176,005 shares; 2025Q3: 196,289 shares; 2025Q4: 201,204 shares; 2026Q1: 179,505 shares 179,505 $4.58M 0.02% -21,699 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 9,134 shares; 2025Q1: 9,274 shares; 2025Q2: 8,761 shares; 2025Q3: 9,282 shares; 2025Q4: 12,823 shares; 2026Q1: 22,051 shares 22,051 $4.54M 0.02% +9,228 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: 44,385 shares; 2024Q4: 45,515 shares; 2025Q1: 77,121 shares; 2025Q2: 83,733 shares; 2025Q3: 127,823 shares; 2025Q4: 132,548 shares; 2026Q1: 124,806 shares 124,806 $4.51M 0.02% -7,742 Timeline JEPQ 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: 92,447 shares; 2024Q4: 91,132 shares; 2025Q1: 73,742 shares; 2025Q2: 83,331 shares; 2025Q3: 81,517 shares; 2025Q4: 82,758 shares; 2026Q1: 81,275 shares 81,275 $4.51M 0.02% -1,483 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,289 shares; 2026Q1: 50,513 shares 50,513 $4.5M 0.02% +224 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,251 shares; 2026Q1: 56,021 shares 56,021 $4.48M 0.02% +3,770 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: 26,210 shares; 2025Q1: 23,937 shares; 2025Q2: 29,728 shares; 2025Q3: 31,098 shares; 2025Q4: 26,572 shares; 2026Q1: 29,796 shares 29,796 $4.47M 0.02% +3,224 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,890 shares; 2024Q4: 531,773 shares; 2025Q1: 518,078 shares; 2025Q2: 494,616 shares; 2025Q3: 451,442 shares; 2025Q4: 273,035 shares; 2026Q1: 258,067 shares 258,067 $4.45M 0.02% -14,968 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,194 shares; 2024Q4: 52,473 shares; 2025Q1: 44,948 shares; 2025Q2: 43,579 shares; 2025Q3: 45,972 shares; 2025Q4: 45,205 shares; 2026Q1: 45,448 shares 45,448 $4.44M 0.02% +243 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 3,876 shares; 2025Q1: 20,068 shares; 2025Q2: 19,884 shares; 2025Q3: 32,144 shares; 2025Q4: 32,729 shares; 2026Q1: 32,851 shares 32,851 $4.42M 0.02% +122 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,900 shares; 2024Q4: 160,120 shares; 2025Q1: 168,975 shares; 2025Q2: 173,095 shares; 2025Q3: 169,537 shares; 2025Q4: 167,648 shares; 2026Q1: 232,698 shares 232,698 $4.4M 0.02% +65,050 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,416 shares; 2024Q4: 122,599 shares; 2025Q1: 129,514 shares; 2025Q2: 138,584 shares; 2025Q3: 138,501 shares; 2025Q4: 152,399 shares; 2026Q1: 46,855 shares 46,855 $4.4M 0.02% -105,544 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 19,684 shares; 2025Q1: 19,189 shares; 2025Q2: 19,431 shares; 2025Q3: 19,523 shares; 2025Q4: 19,544 shares; 2026Q1: 21,030 shares 21,030 $4.38M 0.02% +1,486 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,600 shares; 2024Q4: 154,898 shares; 2025Q1: 127,147 shares; 2025Q2: 104,186 shares; 2025Q3: 61,239 shares; 2025Q4: 211,115 shares; 2026Q1: 159,408 shares 159,408 $4.38M 0.02% -51,707 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: 61,751 shares; 2024Q4: 58,839 shares; 2025Q1: 59,206 shares; 2025Q2: 49,171 shares; 2025Q3: 49,138 shares; 2025Q4: 51,514 shares; 2026Q1: 42,950 shares 42,950 $4.37M 0.02% -8,564 Timeline VGSH 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: 102,795 shares; 2024Q4: 97,575 shares; 2025Q1: 76,778 shares; 2025Q2: 49,373 shares; 2025Q3: 41,572 shares; 2025Q4: 53,754 shares; 2026Q1: 74,313 shares 74,313 $4.35M 0.02% +20,559 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: 242,268 shares; 2024Q4: 232,507 shares; 2025Q1: 233,713 shares; 2025Q2: 225,553 shares; 2025Q3: 235,186 shares; 2025Q4: 240,479 shares; 2026Q1: 249,439 shares 249,439 $4.35M 0.02% +8,960 Timeline WTV 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: 39,895 shares; 2025Q2: 7,758 shares; 2025Q3: 54,463 shares; 2025Q4: 52,060 shares; 2026Q1: 45,563 shares 45,563 $4.32M 0.02% -6,497 Timeline LCTU 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: 62,861 shares; 2024Q4: 60,444 shares; 2025Q1: 61,393 shares; 2025Q2: 59,950 shares; 2025Q3: 61,671 shares; 2025Q4: 61,896 shares; 2026Q1: 61,495 shares 61,495 $4.31M 0.02% -401 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,576 shares; 2024Q4: 77,252 shares; 2025Q1: 71,968 shares; 2025Q2: 71,310 shares; 2025Q3: 73,488 shares; 2025Q4: 58,469 shares; 2026Q1: 53,269 shares 53,269 $4.31M 0.02% -5,200 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: 125,471 shares; 2025Q3: 166,720 shares; 2025Q4: 158,075 shares; 2026Q1: 137,820 shares 137,820 $4.29M 0.02% -20,255 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,826 shares; 2024Q4: 84,623 shares; 2025Q1: 53,267 shares; 2025Q2: 53,008 shares; 2025Q3: 57,417 shares; 2025Q4: 59,103 shares; 2026Q1: 53,750 shares 53,750 $4.27M 0.02% -5,353 Timeline CALF 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: 352,228 shares; 2024Q4: 247,376 shares; 2025Q1: 256,565 shares; 2025Q2: 140,946 shares; 2025Q3: 124,074 shares; 2025Q4: 115,306 shares; 2026Q1: 94,346 shares 94,346 $4.23M 0.02% -20,960 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,579 shares; 2024Q4: 75,700 shares; 2025Q1: 75,818 shares; 2025Q2: 76,574 shares; 2025Q3: 77,182 shares; 2025Q4: 78,381 shares; 2026Q1: 76,003 shares 76,003 $4.23M 0.02% -2,378 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,945 shares; 2024Q4: 252,842 shares; 2025Q1: 246,308 shares; 2025Q2: 203,026 shares; 2025Q3: 146,809 shares; 2025Q4: 92,016 shares; 2026Q1: 101,444 shares 101,444 $4.23M 0.02% +9,428 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,188 shares; 2025Q1: 2,070 shares; 2025Q2: 2,183 shares; 2025Q3: 2,376 shares; 2025Q4: 2,416 shares; 2026Q1: 2,204 shares 2,204 $4.22M 0.02% -212 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: 7,508 shares; 2024Q4: 7,175 shares; 2025Q1: 8,981 shares; 2025Q2: 12,744 shares; 2025Q3: 14,228 shares; 2025Q4: 18,118 shares; 2026Q1: 36,303 shares 36,303 $4.22M 0.02% +18,185 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,268 shares; 2024Q4: 46,346 shares; 2025Q1: 45,945 shares; 2025Q2: 47,521 shares; 2025Q3: 46,961 shares; 2025Q4: 46,878 shares; 2026Q1: 48,766 shares 48,766 $4.21M 0.02% +1,888 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705,754 shares; 2024Q4: 558,501 shares; 2025Q1: 544,960 shares; 2025Q2: 473,626 shares; 2025Q3: 116,030 shares; 2025Q4: 141,544 shares; 2026Q1: 144,728 shares 144,728 $4.21M 0.02% +3,184 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 10,510 shares; 2025Q1: 9,995 shares; 2025Q2: 11,055 shares; 2025Q3: 14,537 shares; 2025Q4: 15,459 shares; 2026Q1: 18,120 shares 18,120 $4.2M 0.02% +2,661 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,864 shares; 2024Q4: 66,049 shares; 2025Q1: 63,787 shares; 2025Q2: 77,252 shares; 2025Q3: 63,348 shares; 2025Q4: 53,282 shares; 2026Q1: 64,614 shares 64,614 $4.2M 0.02% +11,332 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,943 shares; 2024Q4: 317,539 shares; 2025Q1: 125,801 shares; 2025Q2: 121,017 shares; 2025Q3: 139,919 shares; 2025Q4: 144,300 shares; 2026Q1: 175,596 shares 175,596 $4.18M 0.02% +31,296 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,411 shares; 2024Q4: 25,923 shares; 2025Q1: 31,818 shares; 2025Q2: 34,691 shares; 2025Q3: 40,609 shares; 2025Q4: 68,916 shares; 2026Q1: 58,767 shares 58,767 $4.18M 0.02% -10,149 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,654 shares; 2024Q4: 33,118 shares; 2025Q1: 38,530 shares; 2025Q2: 39,873 shares; 2025Q3: 43,239 shares; 2025Q4: 44,059 shares; 2026Q1: 44,817 shares 44,817 $4.17M 0.02% +758 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,379 shares; 2024Q4: 72,289 shares; 2025Q1: 67,807 shares; 2025Q2: 73,073 shares; 2025Q3: 62,252 shares; 2025Q4: 61,098 shares; 2026Q1: 73,773 shares 73,773 $4.15M 0.02% +12,675 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,311 shares; 2024Q4: 17,013 shares; 2025Q1: 15,980 shares; 2025Q2: 16,048 shares; 2025Q3: 16,327 shares; 2025Q4: 16,065 shares; 2026Q1: 15,379 shares 15,379 $4.09M 0.02% -686 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,961 shares; 2024Q4: 85,676 shares; 2025Q1: 53,861 shares; 2025Q2: 34,541 shares; 2025Q3: 28,440 shares; 2025Q4: 48,473 shares; 2026Q1: 66,937 shares 66,937 $4.09M 0.02% +18,464 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,403 shares; 2024Q4: 49,310 shares; 2025Q1: 50,647 shares; 2025Q2: 156,504 shares; 2025Q3: 153,142 shares; 2025Q4: 141,260 shares; 2026Q1: 191,058 shares 191,058 $4.07M 0.02% +49,798 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: 55,649 shares; 2024Q4: 54,555 shares; 2025Q1: 54,405 shares; 2025Q2: 57,727 shares; 2025Q3: 58,017 shares; 2025Q4: 57,552 shares; 2026Q1: 59,116 shares 59,116 $4.07M 0.02% +1,564 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,505 shares; 2025Q1: 1,350 shares; 2025Q2: 1,608 shares; 2025Q3: 3,296 shares; 2025Q4: 5,403 shares; 2026Q1: 5,958 shares 5,958 $4.06M 0.02% +555 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 15,921 shares; 2025Q1: 15,207 shares; 2025Q2: 15,261 shares; 2025Q3: 16,502 shares; 2025Q4: 19,597 shares; 2026Q1: 22,355 shares 22,355 $4.03M 0.02% +2,758 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,145 shares; 2024Q4: 46,148 shares; 2025Q1: 50,475 shares; 2025Q2: 52,617 shares; 2025Q3: 52,618 shares; 2025Q4: 58,672 shares; 2026Q1: 66,650 shares 66,650 $4.02M 0.02% +7,978 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,111 shares; 2026Q1: 192,103 shares 192,103 $4.02M 0.02% +38,992 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: 76,052 shares; 2024Q4: 78,690 shares; 2025Q1: 83,528 shares; 2025Q2: 85,303 shares; 2025Q3: 83,686 shares; 2025Q4: 85,475 shares; 2026Q1: 89,380 shares 89,380 $4.01M 0.02% +3,905 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,833 shares; 2024Q4: 94,834 shares; 2025Q1: 89,206 shares; 2025Q2: 88,743 shares; 2025Q3: 86,271 shares; 2025Q4: 137,932 shares; 2026Q1: 80,677 shares 80,677 $4M 0.02% -57,255 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 9,655 shares; 2025Q1: 9,568 shares; 2025Q2: 11,492 shares; 2025Q3: 11,163 shares; 2025Q4: 12,324 shares; 2026Q1: 12,715 shares 12,715 $3.97M 0.02% +391 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,604 shares; 2024Q4: 40,288 shares; 2025Q1: 24,919 shares; 2025Q2: 35,264 shares; 2025Q3: 38,531 shares; 2025Q4: 41,257 shares; 2026Q1: 175,318 shares 175,318 $3.94M 0.02% +134,061 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: 26,551 shares; 2024Q4: 26,486 shares; 2025Q1: 25,547 shares; 2025Q2: 27,700 shares; 2025Q3: 25,851 shares; 2025Q4: 28,726 shares; 2026Q1: 24,899 shares 24,899 $3.94M 0.02% -3,827 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: 3,397 shares; 2024Q4: 3,861 shares; 2025Q1: 3,890 shares; 2025Q2: 11,091 shares; 2025Q3: 19,534 shares; 2025Q4: 21,336 shares; 2026Q1: 23,969 shares 23,969 $3.92M 0.02% +2,633 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,183 shares; 2024Q4: 42,911 shares; 2025Q1: 31,844 shares; 2025Q2: 35,658 shares; 2025Q3: 33,539 shares; 2025Q4: 33,894 shares; 2026Q1: 40,804 shares 40,804 $3.9M 0.02% +6,910 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 26,259 shares; 2025Q1: 25,635 shares; 2025Q2: 25,450 shares; 2025Q3: 26,869 shares; 2025Q4: 31,733 shares; 2026Q1: 29,381 shares 29,381 $3.89M 0.02% -2,352 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,106 shares; 2024Q4: 66,734 shares; 2025Q1: 66,633 shares; 2025Q2: 71,879 shares; 2025Q3: 70,639 shares; 2025Q4: 65,007 shares; 2026Q1: 64,069 shares 64,069 $3.87M 0.02% -938 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,310 shares; 2024Q4: 53,298 shares; 2025Q1: 50,862 shares; 2025Q2: 49,473 shares; 2025Q3: 44,905 shares; 2025Q4: 43,060 shares; 2026Q1: 42,531 shares 42,531 $3.87M 0.02% -529 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,455 shares; 2024Q4: 28,803 shares; 2025Q1: 21,635 shares; 2025Q2: 21,887 shares; 2025Q3: 23,232 shares; 2025Q4: 48,149 shares; 2026Q1: 47,318 shares 47,318 $3.87M 0.02% -831 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409,954 shares; 2025Q3: 431,972 shares; 2025Q4: 441,179 shares; 2026Q1: 216,836 shares 216,836 $3.86M 0.02% -224,343 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,220 shares; 2024Q4: 29,512 shares; 2025Q1: 25,529 shares; 2025Q2: 25,106 shares; 2025Q3: 25,634 shares; 2025Q4: 25,495 shares; 2026Q1: 26,331 shares 26,331 $3.85M 0.02% +836 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: 87,919 shares; 2024Q4: 91,665 shares; 2025Q1: 71,346 shares; 2025Q2: 129,830 shares; 2025Q3: 169,068 shares; 2025Q4: 208,210 shares; 2026Q1: 218,048 shares 218,048 $3.83M 0.02% +9,838 Timeline EMGF 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: 327,269 shares; 2024Q4: 337,654 shares; 2025Q1: 35,217 shares; 2025Q2: 73,898 shares; 2025Q3: 43,958 shares; 2025Q4: 53,973 shares; 2026Q1: 63,350 shares 63,350 $3.83M 0.02% +9,377 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,140 shares; 2024Q4: 70,576 shares; 2025Q1: 70,967 shares; 2025Q2: 74,513 shares; 2025Q3: 66,803 shares; 2025Q4: 61,868 shares; 2026Q1: 58,729 shares 58,729 $3.83M 0.02% -3,139 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,841 shares; 2024Q4: 47,370 shares; 2025Q1: 41,497 shares; 2025Q2: 41,117 shares; 2025Q3: 49,000 shares; 2025Q4: 49,062 shares; 2026Q1: 48,609 shares 48,609 $3.81M 0.02% -453 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,442 shares; 2025Q1: 16,629 shares; 2025Q2: 51,413 shares; 2025Q3: 56,081 shares; 2025Q4: 63,278 shares; 2026Q1: 73,070 shares 73,070 $3.8M 0.02% +9,792 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,981 shares; 2024Q4: 37,634 shares; 2025Q1: 69,187 shares; 2025Q2: 129,057 shares; 2025Q3: 268,823 shares; 2025Q4: 285,611 shares; 2026Q1: 239,487 shares 239,487 $3.8M 0.02% -46,124 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,418 shares; 2024Q4: 51,076 shares; 2025Q1: 50,495 shares; 2025Q2: 48,770 shares; 2025Q3: 53,835 shares; 2025Q4: 53,226 shares; 2026Q1: 51,889 shares 51,889 $3.8M 0.02% -1,337 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,181 shares; 2024Q4: 135,800 shares; 2025Q1: 110,792 shares; 2025Q2: 103,381 shares; 2025Q3: 76,098 shares; 2025Q4: 97,357 shares; 2026Q1: 125,678 shares 125,678 $3.79M 0.02% +28,321 Timeline BALI 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: 26,920 shares; 2024Q4: 59,455 shares; 2025Q1: 68,359 shares; 2025Q2: 99,661 shares; 2025Q3: 104,328 shares; 2025Q4: 115,535 shares; 2026Q1: 122,864 shares 122,864 $3.79M 0.02% +7,329 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,247 shares; 2024Q4: 118,351 shares; 2025Q1: 115,170 shares; 2025Q2: 135,388 shares; 2025Q3: 146,683 shares; 2025Q4: 147,989 shares; 2026Q1: 83,438 shares 83,438 $3.77M 0.02% -64,551 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,028 shares; 2024Q4: 184,052 shares; 2025Q1: 182,591 shares; 2025Q2: 182,285 shares; 2025Q3: 191,703 shares; 2025Q4: 187,131 shares; 2026Q1: 158,199 shares 158,199 $3.74M 0.02% -28,932 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,353 shares; 2024Q4: 18,309 shares; 2025Q1: 20,284 shares; 2025Q2: 20,755 shares; 2025Q3: 20,596 shares; 2025Q4: 25,802 shares; 2026Q1: 31,468 shares 31,468 $3.74M 0.02% +5,666 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,371 shares; 2024Q4: 50,673 shares; 2025Q1: 124,342 shares; 2025Q2: 124,349 shares; 2025Q3: 133,593 shares; 2025Q4: 127,868 shares; 2026Q1: 42,029 shares 42,029 $3.72M 0.02% -85,839 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 24,436 shares; 2025Q1: 19,931 shares; 2025Q2: 22,526 shares; 2025Q3: 20,349 shares; 2025Q4: 21,158 shares; 2026Q1: 18,876 shares 18,876 $3.72M 0.02% -2,282 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,088 shares; 2024Q4: 12,133 shares; 2025Q1: 5,575 shares; 2025Q2: 5,166 shares; 2025Q3: 3,841 shares; 2025Q4: 6,610 shares; 2026Q1: 48,559 shares 48,559 $3.71M 0.02% +41,949 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,195 shares; 2024Q4: 235,055 shares; 2025Q1: 147,504 shares; 2025Q2: 131,554 shares; 2025Q3: 130,519 shares; 2025Q4: 119,586 shares; 2026Q1: 81,805 shares 81,805 $3.7M 0.02% -37,781 Timeline FELG 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: 134,244 shares; 2024Q4: 171,840 shares; 2025Q1: 129,682 shares; 2025Q2: 133,918 shares; 2025Q3: 96,744 shares; 2025Q4: 113,462 shares; 2026Q1: 98,501 shares 98,501 $3.69M 0.02% -14,961 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,679 shares; 2024Q4: 95,467 shares; 2025Q1: 79,963 shares; 2025Q2: 275,767 shares; 2025Q3: 317,482 shares; 2025Q4: 315,026 shares; 2026Q1: 325,569 shares 325,569 $3.67M 0.02% +10,543 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,270 shares; 2024Q4: 19,012 shares; 2025Q1: 16,983 shares; 2025Q2: 17,758 shares; 2025Q3: 16,565 shares; 2025Q4: 16,375 shares; 2026Q1: 17,236 shares 17,236 $3.66M 0.02% +861 Timeline SHYL 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: 34,670 shares; 2024Q4: 36,817 shares; 2025Q1: 63,361 shares; 2025Q2: 69,334 shares; 2025Q3: 83,441 shares; 2025Q4: 88,383 shares; 2026Q1: 82,399 shares 82,399 $3.66M 0.02% -5,984 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,183 shares 64,183 $3.63M 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,124 shares; 2024Q4: 54,485 shares; 2025Q1: 51,342 shares; 2025Q2: 51,746 shares; 2025Q3: 48,061 shares; 2025Q4: 18,789 shares; 2026Q1: 16,653 shares 16,653 $3.61M 0.02% -2,136 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,477 shares; 2025Q3: 17,783 shares; 2025Q4: 16,637 shares; 2026Q1: 71,713 shares 71,713 $3.61M 0.02% +55,076 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,015 shares; 2024Q4: 8,337 shares; 2025Q1: 8,036 shares; 2025Q2: 7,775 shares; 2025Q3: 8,256 shares; 2025Q4: 7,350 shares; 2026Q1: 9,089 shares 9,089 $3.6M 0.02% +1,739 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,315 shares; 2024Q4: 8,794 shares; 2025Q1: 5,274 shares; 2025Q2: 6,068 shares; 2025Q3: 5,010 shares; 2025Q4: 8,271 shares; 2026Q1: 9,277 shares 9,277 $3.6M 0.02% +1,006 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,402 shares; 2024Q4: 35,115 shares; 2025Q1: 54,709 shares; 2025Q2: 43,446 shares; 2025Q3: 44,399 shares; 2025Q4: 53,216 shares; 2026Q1: 53,088 shares 53,088 $3.59M 0.02% -128 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: 242,313 shares; 2024Q4: 215,889 shares; 2025Q1: 246,668 shares; 2025Q2: 279,232 shares; 2025Q3: 236,378 shares; 2025Q4: 241,121 shares; 2026Q1: 264,029 shares 264,029 $3.57M 0.02% +22,908 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 6,811 shares; 2025Q1: 4,953 shares; 2025Q2: 9,198 shares; 2025Q3: 13,817 shares; 2025Q4: 15,903 shares; 2026Q1: 17,820 shares 17,820 $3.56M 0.02% +1,917 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: 139,853 shares; 2024Q4: 143,312 shares; 2025Q1: 148,341 shares; 2025Q2: 144,948 shares; 2025Q3: 152,284 shares; 2025Q4: 161,414 shares; 2026Q1: 160,017 shares 160,017 $3.56M 0.02% -1,397 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,101 shares; 2024Q4: 47,922 shares; 2025Q1: 15,966 shares; 2025Q2: 14,859 shares; 2025Q3: 16,066 shares; 2025Q4: 14,845 shares; 2026Q1: 13,388 shares 13,388 $3.56M 0.02% -1,457 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,617 shares; 2024Q4: 27,306 shares; 2025Q1: 26,991 shares; 2025Q2: 26,629 shares; 2025Q3: 26,578 shares; 2025Q4: 27,356 shares; 2026Q1: 27,644 shares 27,644 $3.55M 0.02% +288 Timeline PSLV 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: 139,496 shares; 2024Q4: 77,723 shares; 2025Q1: 89,123 shares; 2025Q2: 98,523 shares; 2025Q3: 103,527 shares; 2025Q4: 178,930 shares; 2026Q1: 145,020 shares 145,020 $3.54M 0.02% -33,910 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 7,956 shares; 2025Q1: 4,595 shares; 2025Q2: 4,930 shares; 2025Q3: 5,308 shares; 2025Q4: 6,263 shares; 2026Q1: 5,992 shares 5,992 $3.53M 0.02% -271 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,565 shares; 2025Q4: 149,377 shares; 2026Q1: 283,099 shares 283,099 $3.51M 0.02% +133,722 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,986 shares; 2024Q4: 78,567 shares; 2025Q1: 75,143 shares; 2025Q2: 71,681 shares; 2025Q3: 70,739 shares; 2025Q4: 73,696 shares; 2026Q1: 80,290 shares 80,290 $3.51M 0.02% +6,594 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,360 shares; 2024Q4: 57,164 shares; 2025Q1: 53,225 shares; 2025Q2: 51,109 shares; 2025Q3: 47,135 shares; 2025Q4: 46,418 shares; 2026Q1: 69,894 shares 69,894 $3.5M 0.02% +23,476 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,095 shares; 2024Q4: 28,313 shares; 2025Q1: 28,187 shares; 2025Q2: 28,461 shares; 2025Q3: 28,579 shares; 2025Q4: 28,646 shares; 2026Q1: 28,653 shares 28,653 $3.49M 0.02% +7 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,294 shares; 2024Q4: 40,749 shares; 2025Q1: 40,199 shares; 2025Q2: 42,195 shares; 2025Q3: 44,981 shares; 2025Q4: 48,207 shares; 2026Q1: 50,600 shares 50,600 $3.48M 0.02% +2,393 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,921 shares; 2024Q4: 13,798 shares; 2025Q1: 13,632 shares; 2025Q2: 13,706 shares; 2025Q3: 14,842 shares; 2025Q4: 13,584 shares; 2026Q1: 10,421 shares 10,421 $3.48M 0.02% -3,163 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,185 shares; 2024Q4: 31,087 shares; 2025Q1: 26,607 shares; 2025Q2: 35,084 shares; 2025Q3: 35,556 shares; 2025Q4: 77,454 shares; 2026Q1: 69,421 shares 69,421 $3.47M 0.02% -8,033 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,399 shares; 2024Q4: 16,632 shares; 2025Q1: 17,684 shares; 2025Q2: 19,582 shares; 2025Q3: 18,915 shares; 2025Q4: 15,254 shares; 2026Q1: 11,486 shares 11,486 $3.46M 0.02% -3,768 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: 34,708 shares; 2024Q4: 34,386 shares; 2025Q1: 32,900 shares; 2025Q2: 33,143 shares; 2025Q3: 32,911 shares; 2025Q4: 31,265 shares; 2026Q1: 16,606 shares 16,606 $3.45M 0.02% -14,659 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,251 shares; 2025Q1: 63,851 shares; 2025Q2: 69,104 shares; 2025Q3: 79,424 shares; 2025Q4: 81,500 shares; 2026Q1: 115,455 shares 115,455 $3.45M 0.02% +33,955 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,008 shares; 2024Q4: 77,710 shares; 2025Q1: 72,497 shares; 2025Q2: 67,241 shares; 2025Q3: 65,572 shares; 2025Q4: 44,357 shares; 2026Q1: 46,266 shares 46,266 $3.44M 0.02% +1,909 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,297 shares; 2025Q4: 4,289 shares; 2026Q1: 5,388 shares 5,388 $3.42M 0.02% +1,099 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,178 shares; 2024Q4: 85,239 shares; 2025Q1: 84,519 shares; 2025Q2: 81,168 shares; 2025Q3: 79,245 shares; 2025Q4: 77,884 shares; 2026Q1: 76,364 shares 76,364 $3.42M 0.02% -1,520 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 87,487 shares; 2025Q1: 87,598 shares; 2025Q2: 87,487 shares; 2025Q3: 87,487 shares; 2025Q4: 81,487 shares; 2026Q1: 81,487 shares 81,487 $3.42M 0.02% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,831 shares; 2024Q4: 67,741 shares; 2025Q1: 83,530 shares; 2025Q2: 86,580 shares; 2025Q3: 86,969 shares; 2025Q4: 85,138 shares; 2026Q1: 90,651 shares 90,651 $3.41M 0.02% +5,513 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,450 shares; 2024Q4: 31,728 shares; 2025Q1: 32,980 shares; 2025Q2: 35,202 shares; 2025Q3: 45,434 shares; 2025Q4: 47,449 shares; 2026Q1: 71,976 shares 71,976 $3.39M 0.02% +24,527 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,550 shares; 2025Q1: 3,684 shares; 2025Q2: 5,364 shares; 2025Q3: 4,047 shares; 2025Q4: 7,890 shares; 2026Q1: 14,221 shares 14,221 $3.39M 0.02% +6,331 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,242 shares; 2024Q4: 107,482 shares; 2025Q1: 114,240 shares; 2025Q2: 116,638 shares; 2025Q3: 113,313 shares; 2025Q4: 115,486 shares; 2026Q1: 109,230 shares 109,230 $3.39M 0.02% -6,256 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,799 shares; 2024Q4: 36,003 shares; 2025Q1: 33,396 shares; 2025Q2: 30,688 shares; 2025Q3: 29,859 shares; 2025Q4: 59,605 shares; 2026Q1: 67,759 shares 67,759 $3.39M 0.02% +8,154 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,107 shares; 2024Q4: 8,335 shares; 2025Q1: 10,579 shares; 2025Q2: 10,466 shares; 2025Q3: 9,014 shares; 2025Q4: 7,960 shares; 2026Q1: 7,758 shares 7,758 $3.38M 0.02% -202 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,312 shares; 2024Q4: 36,724 shares; 2025Q1: 37,764 shares; 2025Q2: 55,315 shares; 2025Q3: 58,855 shares; 2025Q4: 100,042 shares; 2026Q1: 101,867 shares 101,867 $3.38M 0.02% +1,825 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: 511,604 shares; 2024Q4: 604,482 shares; 2025Q1: 535,455 shares; 2025Q2: 575,897 shares; 2025Q3: 643,654 shares; 2025Q4: 652,516 shares; 2026Q1: 768,673 shares 768,673 $3.37M 0.02% +116,157 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,519 shares; 2024Q4: 251,294 shares; 2025Q1: 304,834 shares; 2025Q2: 205,249 shares; 2025Q3: 97,853 shares; 2025Q4: 139,042 shares; 2026Q1: 141,828 shares 141,828 $3.36M 0.02% +2,786 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: 12,619 shares; 2024Q4: 12,634 shares; 2025Q1: 8,999 shares; 2025Q2: 57,784 shares; 2025Q3: 61,077 shares; 2025Q4: 58,411 shares; 2026Q1: 35,033 shares 35,033 $3.35M 0.02% -23,378 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,221 shares; 2025Q1: 7,061 shares; 2025Q2: 5,525 shares; 2025Q3: 5,680 shares; 2025Q4: 5,351 shares; 2026Q1: 7,221 shares 7,221 $3.35M 0.02% +1,870 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,888 shares; 2024Q4: 25,046 shares; 2025Q1: 23,273 shares; 2025Q2: 21,438 shares; 2025Q3: 25,125 shares; 2025Q4: 30,969 shares; 2026Q1: 85,877 shares 85,877 $3.35M 0.02% +54,908 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,969 shares; 2024Q4: 45,479 shares; 2025Q1: 39,820 shares; 2025Q2: 36,231 shares; 2025Q3: 41,737 shares; 2025Q4: 49,600 shares; 2026Q1: 55,768 shares 55,768 $3.34M 0.02% +6,168 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,668 shares; 2024Q4: 298,486 shares; 2025Q1: 165,130 shares; 2025Q2: 195,215 shares; 2025Q3: 192,287 shares; 2025Q4: 182,101 shares; 2026Q1: 196,298 shares 196,298 $3.33M 0.02% +14,197 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,254 shares; 2024Q4: 76,428 shares; 2025Q1: 79,431 shares; 2025Q2: 76,629 shares; 2025Q3: 48,773 shares; 2025Q4: 47,926 shares; 2026Q1: 53,754 shares 53,754 $3.31M 0.02% +5,828 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 9,160 shares; 2025Q1: 18,723 shares; 2025Q2: 14,671 shares; 2025Q3: 21,822 shares; 2025Q4: 24,076 shares; 2026Q1: 23,912 shares 23,912 $3.31M 0.02% -164 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: 95,675 shares; 2024Q4: 100,249 shares; 2025Q1: 117,809 shares; 2025Q2: 145,668 shares; 2025Q3: 149,358 shares; 2025Q4: 149,657 shares; 2026Q1: 146,088 shares 146,088 $3.3M 0.02% -3,569 Timeline CLOI 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: 37,311 shares; 2024Q4: 40,091 shares; 2025Q1: 84,533 shares; 2025Q2: 30,355 shares; 2025Q3: 33,427 shares; 2025Q4: 34,653 shares; 2026Q1: 62,142 shares 62,142 $3.27M 0.02% +27,489 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,350 shares; 2024Q4: 120,901 shares; 2025Q1: 121,748 shares; 2025Q2: 127,432 shares; 2025Q3: 144,847 shares; 2025Q4: 155,986 shares; 2026Q1: 154,329 shares 154,329 $3.26M 0.02% -1,657 Timeline GSST 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: 17,943 shares; 2024Q4: 37,137 shares; 2025Q1: 36,352 shares; 2025Q2: 15,220 shares; 2025Q3: 14,930 shares; 2025Q4: 16,367 shares; 2026Q1: 64,446 shares 64,446 $3.26M 0.02% +48,079 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,900 shares; 2025Q2: 73,410 shares; 2025Q3: 89,400 shares; 2025Q4: 95,938 shares; 2026Q1: 107,759 shares 107,759 $3.26M 0.02% +11,821 Timeline JMST 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: 64,617 shares; 2024Q4: 67,629 shares; 2025Q1: 53,453 shares; 2025Q2: 59,331 shares; 2025Q3: 61,552 shares; 2025Q4: 103,325 shares; 2026Q1: 63,222 shares 63,222 $3.22M 0.02% -40,103 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,539 shares; 2025Q3: 4,046 shares; 2025Q4: 4,519 shares; 2026Q1: 43,573 shares 43,573 $3.22M 0.02% +39,054 Timeline DSI 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: 30,116 shares; 2024Q4: 29,168 shares; 2025Q1: 29,440 shares; 2025Q2: 28,019 shares; 2025Q3: 28,721 shares; 2025Q4: 28,461 shares; 2026Q1: 26,525 shares 26,525 $3.21M 0.02% -1,936 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: 12,758 shares; 2024Q4: 20,539 shares; 2025Q1: 99,979 shares; 2025Q2: 110,330 shares; 2025Q3: 114,920 shares; 2025Q4: 112,977 shares; 2026Q1: 82,410 shares 82,410 $3.2M 0.02% -30,567 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,903 shares; 2024Q4: 143,045 shares; 2025Q1: 62,121 shares; 2025Q2: 55,939 shares; 2025Q3: 53,953 shares; 2025Q4: 55,119 shares; 2026Q1: 47,083 shares 47,083 $3.2M 0.02% -8,036 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,115 shares; 2025Q4: 8,335 shares; 2026Q1: 36,201 shares 36,201 $3.19M 0.02% +27,866 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,261 shares; 2024Q4: 71,444 shares; 2025Q1: 36,925 shares; 2025Q2: 16,117 shares; 2025Q3: 30,911 shares; 2025Q4: 66,624 shares; 2026Q1: 74,269 shares 74,269 $3.19M 0.02% +7,645 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 10,286 shares; 2025Q1: 9,016 shares; 2025Q2: 9,638 shares; 2025Q3: 9,720 shares; 2025Q4: 9,803 shares; 2026Q1: 8,884 shares 8,884 $3.18M 0.02% -919 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,779 shares; 2026Q1: 62,307 shares 62,307 $3.17M 0.02% +2,528 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,712 shares; 2024Q4: 107,646 shares; 2025Q1: 112,612 shares; 2025Q2: 114,906 shares; 2025Q3: 117,283 shares; 2025Q4: 117,829 shares; 2026Q1: 123,964 shares 123,964 $3.17M 0.02% +6,135 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,662 shares; 2024Q4: 16,863 shares; 2025Q1: 19,027 shares; 2025Q2: 42,556 shares; 2025Q3: 58,658 shares; 2025Q4: 64,544 shares; 2026Q1: 80,314 shares 80,314 $3.15M 0.02% +15,770 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 6,405 shares; 2025Q1: 6,994 shares; 2025Q2: 8,336 shares; 2025Q3: 9,251 shares; 2025Q4: 10,352 shares; 2026Q1: 11,488 shares 11,488 $3.14M 0.02% +1,136 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 11,658 shares; 2025Q1: 11,180 shares; 2025Q2: 11,229 shares; 2025Q3: 13,539 shares; 2025Q4: 13,858 shares; 2026Q1: 48,267 shares 48,267 $3.14M 0.02% +34,409 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,887 shares; 2024Q4: 205,731 shares; 2025Q1: 246,385 shares; 2025Q2: 247,854 shares; 2025Q3: 193,831 shares; 2025Q4: 175,541 shares; 2026Q1: 182,745 shares 182,745 $3.13M 0.02% +7,204 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,760 shares; 2024Q4: 27,056 shares; 2025Q1: 33,500 shares; 2025Q2: 28,851 shares; 2025Q3: 30,351 shares; 2025Q4: 30,647 shares; 2026Q1: 29,720 shares 29,720 $3.12M 0.02% -927 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,316 shares; 2024Q4: 76,298 shares; 2025Q1: 64,075 shares; 2025Q2: 58,233 shares; 2025Q3: 63,855 shares; 2025Q4: 65,200 shares; 2026Q1: 66,890 shares 66,890 $3.12M 0.02% +1,690 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,489 shares; 2025Q1: 5,246 shares; 2025Q2: 5,262 shares; 2025Q3: 2,737 shares; 2025Q4: 2,765 shares; 2026Q1: 2,850 shares 2,850 $3.11M 0.02% +85 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,773 shares; 2025Q1: 119,765 shares; 2025Q2: 126,411 shares; 2025Q3: 138,300 shares; 2025Q4: 152,057 shares; 2026Q1: 149,809 shares 149,809 $3.1M 0.02% -2,248 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: 13,309 shares; 2024Q4: 12,881 shares; 2025Q1: 28,276 shares; 2025Q2: 43,247 shares; 2025Q3: 57,980 shares; 2025Q4: 53,461 shares; 2026Q1: 59,091 shares 59,091 $3.08M 0.02% +5,630 Timeline JGRO 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: 10,399 shares; 2024Q4: 16,511 shares; 2025Q1: 20,979 shares; 2025Q2: 27,339 shares; 2025Q3: 26,948 shares; 2025Q4: 30,536 shares; 2026Q1: 36,370 shares 36,370 $3.07M 0.02% +5,834 Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE 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: 176,800 shares; 2025Q3: 176,868 shares; 2025Q4: 176,889 shares; 2026Q1: 177,023 shares 177,023 $3.06M 0.02% +134 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,746 shares; 2024Q4: 40,362 shares; 2025Q1: 36,163 shares; 2025Q2: 44,638 shares; 2025Q3: 49,260 shares; 2025Q4: 54,207 shares; 2026Q1: 57,426 shares 57,426 $3.05M 0.02% +3,219 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,599 shares; 2024Q4: 25,727 shares; 2025Q1: 25,789 shares; 2025Q2: 63,455 shares; 2025Q3: 65,609 shares; 2025Q4: 123,517 shares; 2026Q1: 119,585 shares 119,585 $3.04M 0.02% -3,932 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,386 shares; 2024Q4: 151,670 shares; 2025Q1: 149,913 shares; 2025Q2: 145,050 shares; 2025Q3: 102,180 shares; 2025Q4: 91,716 shares; 2026Q1: 90,681 shares 90,681 $3.04M 0.02% -1,035 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,358 shares; 2024Q4: 62,553 shares; 2025Q1: 66,171 shares; 2025Q2: 66,079 shares; 2025Q3: 59,278 shares; 2025Q4: 57,358 shares; 2026Q1: 57,465 shares 57,465 $3.02M 0.02% +107 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,822 shares; 2024Q4: 62,813 shares; 2025Q1: 56,484 shares; 2025Q2: 49,795 shares; 2025Q3: 28,001 shares; 2025Q4: 30,756 shares; 2026Q1: 81,014 shares 81,014 $3.02M 0.02% +50,258 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 19,790 shares; 2025Q1: 17,668 shares; 2025Q2: 26,210 shares; 2025Q3: 24,518 shares; 2025Q4: 23,786 shares; 2026Q1: 22,966 shares 22,966 $3.01M 0.02% -820 Timeline CBSE ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,353 shares; 2025Q2: 36,104 shares; 2025Q3: 48,504 shares; 2025Q4: 57,097 shares; 2026Q1: 74,960 shares 74,960 $2.99M 0.02% +17,863 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,863 shares; 2025Q3: 69,716 shares; 2025Q4: 69,639 shares; 2026Q1: 70,255 shares 70,255 $2.98M 0.02% +616 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 9,659 shares; 2025Q1: 9,802 shares; 2025Q2: not reported; 2025Q3: 39,915 shares; 2025Q4: 70,183 shares; 2026Q1: 99,914 shares 99,914 $2.98M 0.02% +29,731 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,788 shares; 2024Q4: 56,537 shares; 2025Q1: 52,287 shares; 2025Q2: 52,304 shares; 2025Q3: 54,608 shares; 2025Q4: 59,525 shares; 2026Q1: 75,911 shares 75,911 $2.96M 0.02% +16,386 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,880 shares; 2024Q4: 63,307 shares; 2025Q1: 66,639 shares; 2025Q2: 52,452 shares; 2025Q3: 49,824 shares; 2025Q4: 52,638 shares; 2026Q1: 53,617 shares 53,617 $2.96M 0.02% +979 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,138 shares; 2024Q4: 70,304 shares; 2025Q1: 90,176 shares; 2025Q2: 217,314 shares; 2025Q3: 116,786 shares; 2025Q4: 114,213 shares; 2026Q1: 114,357 shares 114,357 $2.96M 0.02% +144 Timeline LEMB 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: 46,887 shares; 2024Q4: 47,077 shares; 2025Q1: 47,309 shares; 2025Q2: 50,501 shares; 2025Q3: 34,420 shares; 2025Q4: 60,817 shares; 2026Q1: 72,500 shares 72,500 $2.96M 0.02% +11,683 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,310 shares; 2024Q4: 239,879 shares; 2025Q1: 222,656 shares; 2025Q2: 224,236 shares; 2025Q3: 265,534 shares; 2025Q4: 291,629 shares; 2026Q1: 295,125 shares 295,125 $2.95M 0.02% +3,496 Timeline DFIS 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: 8,868 shares; 2025Q4: 71,367 shares; 2026Q1: 87,628 shares 87,628 $2.95M 0.02% +16,261 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,923 shares; 2025Q3: 49,620 shares; 2025Q4: 41,625 shares; 2026Q1: 45,896 shares 45,896 $2.95M 0.02% +4,271 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,635 shares; 2025Q1: not reported; 2025Q2: 56,614 shares; 2025Q3: 47,097 shares; 2025Q4: 43,458 shares; 2026Q1: 64,301 shares 64,301 $2.94M 0.02% +20,843 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,868 shares; 2024Q4: 34,244 shares; 2025Q1: 33,547 shares; 2025Q2: 32,183 shares; 2025Q3: 33,044 shares; 2025Q4: 39,123 shares; 2026Q1: 20,290 shares 20,290 $2.94M 0.02% -18,833 Timeline IDV 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: 43,671 shares; 2024Q4: 36,625 shares; 2025Q1: 40,064 shares; 2025Q2: 44,047 shares; 2025Q3: 57,819 shares; 2025Q4: 59,463 shares; 2026Q1: 68,889 shares 68,889 $2.93M 0.02% +9,426 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,107 shares; 2024Q4: 11,663 shares; 2025Q1: 9,951 shares; 2025Q2: 13,293 shares; 2025Q3: 17,648 shares; 2025Q4: 18,940 shares; 2026Q1: 20,895 shares 20,895 $2.93M 0.02% +1,955 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,206 shares; 2026Q1: 142,737 shares 142,737 $2.93M 0.02% +1,531 Timeline IBTI 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: 105,821 shares; 2024Q4: 109,704 shares; 2025Q1: 112,226 shares; 2025Q2: 116,291 shares; 2025Q3: 113,545 shares; 2025Q4: 125,709 shares; 2026Q1: 130,377 shares 130,377 $2.91M 0.02% +4,668 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,942 shares; 2024Q4: 174,142 shares; 2025Q1: 178,897 shares; 2025Q2: 212,080 shares; 2025Q3: 230,803 shares; 2025Q4: 241,583 shares; 2026Q1: 248,657 shares 248,657 $2.9M 0.02% +7,074 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,787 shares; 2024Q4: 12,342 shares; 2025Q1: 11,050 shares; 2025Q2: 13,044 shares; 2025Q3: 12,684 shares; 2025Q4: 12,304 shares; 2026Q1: 16,821 shares 16,821 $2.89M 0.02% +4,517 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 15,666 shares; 2025Q1: 13,684 shares; 2025Q2: 13,484 shares; 2025Q3: 13,124 shares; 2025Q4: 18,472 shares; 2026Q1: 22,851 shares 22,851 $2.89M 0.02% +4,379 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,007 shares; 2025Q2: 90,802 shares; 2025Q3: 92,810 shares; 2025Q4: 79,340 shares; 2026Q1: 81,736 shares 81,736 $2.89M 0.02% +2,396 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,644 shares; 2024Q4: 22,378 shares; 2025Q1: 13,926 shares; 2025Q2: 25,005 shares; 2025Q3: 23,381 shares; 2025Q4: 22,776 shares; 2026Q1: 18,523 shares 18,523 $2.88M 0.02% -4,253 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,871 shares; 2024Q4: 20,745 shares; 2025Q1: 17,653 shares; 2025Q2: 20,567 shares; 2025Q3: 21,205 shares; 2025Q4: 20,850 shares; 2026Q1: 19,797 shares 19,797 $2.88M 0.02% -1,053 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,778 shares; 2025Q1: 34,537 shares; 2025Q2: 36,218 shares; 2025Q3: 41,050 shares; 2025Q4: 43,633 shares; 2026Q1: 118,801 shares 118,801 $2.88M 0.02% +75,168 Timeline RAAX 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: 70,579 shares 70,579 $2.87M 0.02% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,948 shares; 2026Q1: 26,590 shares 26,590 $2.87M 0.02% +10,642 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,260 shares; 2024Q4: 33,061 shares; 2025Q1: 27,353 shares; 2025Q2: 29,148 shares; 2025Q3: 29,504 shares; 2025Q4: 29,551 shares; 2026Q1: 33,890 shares 33,890 $2.87M 0.02% +4,339 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: 7,083 shares; 2025Q1: 20,110 shares; 2025Q2: 18,495 shares; 2025Q3: 38,583 shares; 2025Q4: 79,434 shares; 2026Q1: 81,507 shares 81,507 $2.86M 0.02% +2,073 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,616 shares; 2024Q4: 190,357 shares; 2025Q1: 171,468 shares; 2025Q2: 175,765 shares; 2025Q3: 174,510 shares; 2025Q4: 166,115 shares; 2026Q1: 166,597 shares 166,597 $2.85M 0.02% +482 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 17,102 shares; 2025Q1: 16,768 shares; 2025Q2: 16,224 shares; 2025Q3: 15,849 shares; 2025Q4: 12,876 shares; 2026Q1: 13,002 shares 13,002 $2.82M 0.02% +126 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,423 shares; 2024Q4: 23,956 shares; 2025Q1: 28,206 shares; 2025Q2: 31,266 shares; 2025Q3: 30,332 shares; 2025Q4: 30,364 shares; 2026Q1: 30,821 shares 30,821 $2.82M 0.02% +457 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,422 shares; 2025Q1: 5,228 shares; 2025Q2: 5,095 shares; 2025Q3: 5,054 shares; 2025Q4: 5,574 shares; 2026Q1: 5,747 shares 5,747 $2.82M 0.02% +173 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: 56,006 shares; 2024Q4: 53,627 shares; 2025Q1: 47,901 shares; 2025Q2: 49,636 shares; 2025Q3: 52,824 shares; 2025Q4: 50,493 shares; 2026Q1: 52,719 shares 52,719 $2.82M 0.02% +2,226 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,764 shares; 2024Q4: 15,540 shares; 2025Q1: 15,760 shares; 2025Q2: 16,515 shares; 2025Q3: 16,499 shares; 2025Q4: 15,608 shares; 2026Q1: 15,611 shares 15,611 $2.81M 0.02% +3 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,136 shares; 2025Q3: 32,862 shares; 2025Q4: 43,105 shares; 2026Q1: 87,065 shares 87,065 $2.8M 0.02% +43,960 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: 163,936 shares; 2024Q4: 164,825 shares; 2025Q1: 170,494 shares; 2025Q2: 190,209 shares; 2025Q3: 211,733 shares; 2025Q4: 223,123 shares; 2026Q1: 128,703 shares 128,703 $2.79M 0.02% -94,420 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,719 shares; 2025Q1: 9,889 shares; 2025Q2: 21,089 shares; 2025Q3: 38,730 shares; 2025Q4: 35,657 shares; 2026Q1: 109,461 shares 109,461 $2.79M 0.02% +73,804 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 36,815 shares; 2025Q1: 37,735 shares; 2025Q2: 39,142 shares; 2025Q3: 37,911 shares; 2025Q4: 41,051 shares; 2026Q1: 36,957 shares 36,957 $2.78M 0.02% -4,094 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 8,026 shares; 2025Q1: 7,419 shares; 2025Q2: 7,562 shares; 2025Q3: 6,599 shares; 2025Q4: 6,461 shares; 2026Q1: 7,649 shares 7,649 $2.78M 0.02% +1,188 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,094 shares; 2024Q4: 157,141 shares; 2025Q1: 117,434 shares; 2025Q2: 126,186 shares; 2025Q3: 91,711 shares; 2025Q4: 88,152 shares; 2026Q1: 86,830 shares 86,830 $2.78M 0.02% -1,322 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,719 shares; 2024Q4: 102,335 shares; 2025Q1: 106,862 shares; 2025Q2: 131,669 shares; 2025Q3: 130,488 shares; 2025Q4: 137,292 shares; 2026Q1: 157,933 shares 157,933 $2.77M 0.01% +20,641 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,604 shares; 2024Q4: 15,935 shares; 2025Q1: 12,719 shares; 2025Q2: 12,520 shares; 2025Q3: 102,515 shares; 2025Q4: 70,266 shares; 2026Q1: 60,680 shares 60,680 $2.77M 0.01% -9,586 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 6,437 shares; 2025Q1: 4,156 shares; 2025Q2: 9,024 shares; 2025Q3: 12,817 shares; 2025Q4: 14,640 shares; 2026Q1: 16,216 shares 16,216 $2.77M 0.01% +1,576 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 7,862 shares; 2025Q1: 7,641 shares; 2025Q2: 10,960 shares; 2025Q3: 14,496 shares; 2025Q4: 19,290 shares; 2026Q1: 11,973 shares 11,973 $2.76M 0.01% -7,317 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 11,687 shares; 2025Q1: 14,109 shares; 2025Q2: 20,722 shares; 2025Q3: 23,462 shares; 2025Q4: 34,447 shares; 2026Q1: 38,849 shares 38,849 $2.75M 0.01% +4,402 Timeline AGGM 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: 31,988 shares; 2024Q4: 31,526 shares; 2025Q1: 31,042 shares; 2025Q2: 29,720 shares; 2025Q3: 28,862 shares; 2025Q4: 27,133 shares; 2026Q1: 26,430 shares 26,430 $2.75M 0.01% -703 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: 88,311 shares; 2024Q4: 96,233 shares; 2025Q1: 100,931 shares; 2025Q2: 83,619 shares; 2025Q3: 98,899 shares; 2025Q4: 95,135 shares; 2026Q1: 58,794 shares 58,794 $2.74M 0.01% -36,341 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,186 shares; 2024Q4: 37,994 shares; 2025Q1: 37,041 shares; 2025Q2: 36,324 shares; 2025Q3: 39,597 shares; 2025Q4: 44,991 shares; 2026Q1: 46,340 shares 46,340 $2.73M 0.01% +1,349 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,555 shares; 2025Q1: 31,772 shares; 2025Q2: 274,284 shares; 2025Q3: 127,100 shares; 2025Q4: 52,644 shares; 2026Q1: 75,180 shares 75,180 $2.72M 0.01% +22,536 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,305 shares; 2024Q4: 275,503 shares; 2025Q1: 276,833 shares; 2025Q2: 281,062 shares; 2025Q3: 285,917 shares; 2025Q4: 231,266 shares; 2026Q1: 246,104 shares 246,104 $2.72M 0.01% +14,838 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,916 shares; 2024Q4: 164,039 shares; 2025Q1: 83,883 shares; 2025Q2: 87,518 shares; 2025Q3: 86,876 shares; 2025Q4: 85,578 shares; 2026Q1: 128,476 shares 128,476 $2.72M 0.01% +42,898 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,984 shares; 2025Q2: 55,867 shares; 2025Q3: 77,585 shares; 2025Q4: 81,273 shares; 2026Q1: 91,369 shares 91,369 $2.71M 0.01% +10,096 Timeline UDIV 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: 38,197 shares; 2024Q4: 37,532 shares; 2025Q1: 41,674 shares; 2025Q2: 42,692 shares; 2025Q3: 42,446 shares; 2025Q4: 46,021 shares; 2026Q1: 52,487 shares 52,487 $2.71M 0.01% +6,466 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,904 shares; 2024Q4: 36,845 shares; 2025Q1: 29,926 shares; 2025Q2: 30,314 shares; 2025Q3: 33,678 shares; 2025Q4: 34,009 shares; 2026Q1: 34,869 shares 34,869 $2.71M 0.01% +860 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: 19,181 shares; 2024Q4: 18,998 shares; 2025Q1: 38,959 shares; 2025Q2: 38,833 shares; 2025Q3: 45,252 shares; 2025Q4: 45,415 shares; 2026Q1: 43,209 shares 43,209 $2.7M 0.01% -2,206 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,708 shares; 2024Q4: 41,904 shares; 2025Q1: 43,873 shares; 2025Q2: 24,632 shares; 2025Q3: 44,743 shares; 2025Q4: 45,956 shares; 2026Q1: 46,584 shares 46,584 $2.69M 0.01% +628 Timeline IBMO 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: 101,951 shares; 2024Q4: 106,042 shares; 2025Q1: 104,506 shares; 2025Q2: 96,681 shares; 2025Q3: 96,882 shares; 2025Q4: 135,720 shares; 2026Q1: 104,961 shares 104,961 $2.69M 0.01% -30,759 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,030 shares; 2024Q4: 40,190 shares; 2025Q1: 39,831 shares; 2025Q2: 53,706 shares; 2025Q3: 52,353 shares; 2025Q4: 51,228 shares; 2026Q1: 49,862 shares 49,862 $2.69M 0.01% -1,366 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,018 shares; 2024Q4: 15,817 shares; 2025Q1: 13,650 shares; 2025Q2: 13,731 shares; 2025Q3: 20,060 shares; 2025Q4: 21,290 shares; 2026Q1: 22,748 shares 22,748 $2.69M 0.01% +1,458 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,780 shares; 2024Q4: 62,964 shares; 2025Q1: 47,693 shares; 2025Q2: 47,781 shares; 2025Q3: 52,786 shares; 2025Q4: 59,387 shares; 2026Q1: 59,021 shares 59,021 $2.68M 0.01% -366 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 7,806 shares; 2025Q1: 9,397 shares; 2025Q2: 17,657 shares; 2025Q3: 22,302 shares; 2025Q4: 22,533 shares; 2026Q1: 26,919 shares 26,919 $2.68M 0.01% +4,386 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: 51,687 shares; 2024Q4: 45,279 shares; 2025Q1: 52,402 shares; 2025Q2: 67,118 shares; 2025Q3: 74,804 shares; 2025Q4: 76,340 shares; 2026Q1: 72,276 shares 72,276 $2.67M 0.01% -4,064 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 20,521 shares; 2025Q3: 34,462 shares; 2025Q4: 36,608 shares; 2026Q1: 36,477 shares 36,477 $2.66M 0.01% -131 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,237 shares; 2025Q1: 140,239 shares; 2025Q2: 106,278 shares; 2025Q3: 129,044 shares; 2025Q4: 85,587 shares; 2026Q1: 69,628 shares 69,628 $2.66M 0.01% -15,959 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,607 shares; 2024Q4: 104,589 shares; 2025Q1: 102,809 shares; 2025Q2: 99,458 shares; 2025Q3: 100,166 shares; 2025Q4: 85,917 shares; 2026Q1: 90,289 shares 90,289 $2.66M 0.01% +4,372 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,316 shares; 2025Q4: not reported; 2026Q1: 49,597 shares 49,597 $2.66M 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,840 shares; 2024Q4: 51,704 shares; 2025Q1: 50,331 shares; 2025Q2: 47,206 shares; 2025Q3: 38,191 shares; 2025Q4: 34,846 shares; 2026Q1: 58,708 shares 58,708 $2.66M 0.01% +23,862 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,248 shares; 2024Q4: 16,780 shares; 2025Q1: 16,336 shares; 2025Q2: 17,529 shares; 2025Q3: 19,681 shares; 2025Q4: 20,536 shares; 2026Q1: 17,419 shares 17,419 $2.66M 0.01% -3,117 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,893 shares; 2024Q4: 22,396 shares; 2025Q1: 26,191 shares; 2025Q2: 24,728 shares; 2025Q3: 24,950 shares; 2025Q4: 25,790 shares; 2026Q1: 24,827 shares 24,827 $2.65M 0.01% -963 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 12,529 shares; 2025Q1: 11,165 shares; 2025Q2: 9,091 shares; 2025Q3: 8,946 shares; 2025Q4: 8,049 shares; 2026Q1: 9,375 shares 9,375 $2.65M 0.01% +1,326 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,953 shares; 2025Q1: 15,306 shares; 2025Q2: 15,874 shares; 2025Q3: 17,277 shares; 2025Q4: 19,091 shares; 2026Q1: 26,591 shares 26,591 $2.64M 0.01% +7,500 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 19,562 shares; 2025Q1: 18,060 shares; 2025Q2: 18,055 shares; 2025Q3: 18,744 shares; 2025Q4: 18,542 shares; 2026Q1: 18,372 shares 18,372 $2.64M 0.01% -170 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,223 shares; 2024Q4: 22,155 shares; 2025Q1: 19,691 shares; 2025Q2: 17,309 shares; 2025Q3: 24,096 shares; 2025Q4: 22,572 shares; 2026Q1: 34,218 shares 34,218 $2.64M 0.01% +11,646 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,892 shares; 2024Q4: 169,613 shares; 2025Q1: 174,978 shares; 2025Q2: 151,954 shares; 2025Q3: 175,379 shares; 2025Q4: 150,272 shares; 2026Q1: 113,085 shares 113,085 $2.64M 0.01% -37,187 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,456 shares; 2024Q4: 13,300 shares; 2025Q1: 12,116 shares; 2025Q2: 12,404 shares; 2025Q3: 8,640 shares; 2025Q4: 8,429 shares; 2026Q1: 9,877 shares 9,877 $2.64M 0.01% +1,448 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,334 shares; 2025Q4: 18,555 shares; 2026Q1: 29,236 shares 29,236 $2.63M 0.01% +10,681 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 15,587 shares; 2025Q1: 18,726 shares; 2025Q2: 17,052 shares; 2025Q3: 25,721 shares; 2025Q4: 24,189 shares; 2026Q1: 24,209 shares 24,209 $2.63M 0.01% +20 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: 30,511 shares 30,511 $2.63M 0.01% new 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: 246,575 shares; 2024Q4: 254,635 shares; 2025Q1: 169,457 shares; 2025Q2: 188,293 shares; 2025Q3: 193,893 shares; 2025Q4: 185,606 shares; 2026Q1: 176,380 shares 176,380 $2.63M 0.01% -9,226 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: 25,549 shares; 2024Q4: 20,356 shares; 2025Q1: 20,770 shares; 2025Q2: 21,127 shares; 2025Q3: 20,568 shares; 2025Q4: 18,931 shares; 2026Q1: 18,139 shares 18,139 $2.63M 0.01% -792 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,844 shares; 2024Q4: 77,044 shares; 2025Q1: 44,125 shares; 2025Q2: 49,026 shares; 2025Q3: 57,110 shares; 2025Q4: 59,481 shares; 2026Q1: 52,693 shares 52,693 $2.62M 0.01% -6,788 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,752 shares; 2024Q4: 122,774 shares; 2025Q1: 106,337 shares; 2025Q2: 151,444 shares; 2025Q3: 183,344 shares; 2025Q4: 170,497 shares; 2026Q1: 166,822 shares 166,822 $2.61M 0.01% -3,675 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,311 shares; 2025Q3: 34,199 shares; 2025Q4: 38,737 shares; 2026Q1: 55,950 shares 55,950 $2.59M 0.01% +17,213 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,001 shares; 2024Q4: 61,100 shares; 2025Q1: 64,054 shares; 2025Q2: 65,245 shares; 2025Q3: 74,564 shares; 2025Q4: 109,376 shares; 2026Q1: 137,547 shares 137,547 $2.59M 0.01% +28,171 Timeline WFCF WHERE FOOD COMES FROM INC More: the full row for WHERE FOOD COMES FROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,097 shares; 2024Q4: 193,597 shares; 2025Q1: 193,597 shares; 2025Q2: 193,597 shares; 2025Q3: 193,597 shares; 2025Q4: 194,097 shares; 2026Q1: 194,097 shares 194,097 $2.58M 0.01% 0 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: 6,047 shares; 2024Q4: 6,725 shares; 2025Q1: 5,782 shares; 2025Q2: 7,550 shares; 2025Q3: 11,635 shares; 2025Q4: 12,518 shares; 2026Q1: 12,173 shares 12,173 $2.58M 0.01% -345 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,201 shares; 2025Q1: 3,873 shares; 2025Q2: 13,552 shares; 2025Q3: 19,954 shares; 2025Q4: 22,216 shares; 2026Q1: 25,342 shares 25,342 $2.57M 0.01% +3,126 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: 68,672 shares; 2024Q4: 56,568 shares; 2025Q1: 50,230 shares; 2025Q2: 61,594 shares; 2025Q3: 51,204 shares; 2025Q4: 46,311 shares; 2026Q1: 39,288 shares 39,288 $2.57M 0.01% -7,023 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 7,654 shares; 2025Q1: 6,339 shares; 2025Q2: 7,132 shares; 2025Q3: 5,809 shares; 2025Q4: 8,463 shares; 2026Q1: 19,630 shares 19,630 $2.57M 0.01% +11,167 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,098 shares; 2024Q4: 18,577 shares; 2025Q1: 15,757 shares; 2025Q2: 13,952 shares; 2025Q3: 13,662 shares; 2025Q4: 14,479 shares; 2026Q1: 15,826 shares 15,826 $2.57M 0.01% +1,347 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,016 shares; 2024Q4: 30,037 shares; 2025Q1: 29,249 shares; 2025Q2: 28,453 shares; 2025Q3: 27,838 shares; 2025Q4: 28,396 shares; 2026Q1: 22,155 shares 22,155 $2.56M 0.01% -6,241 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,234 shares; 2024Q4: 222,582 shares; 2025Q1: 219,204 shares; 2025Q2: 219,781 shares; 2025Q3: 313,737 shares; 2025Q4: 336,817 shares; 2026Q1: 338,977 shares 338,977 $2.56M 0.01% +2,160 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: 40,609 shares; 2024Q4: 41,496 shares; 2025Q1: 36,415 shares; 2025Q2: 35,058 shares; 2025Q3: 36,513 shares; 2025Q4: 34,322 shares; 2026Q1: 35,677 shares 35,677 $2.55M 0.01% +1,355 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,800 shares; 2024Q4: 47,462 shares; 2025Q1: 49,256 shares; 2025Q2: 47,961 shares; 2025Q3: 57,135 shares; 2025Q4: 57,836 shares; 2026Q1: 54,349 shares 54,349 $2.55M 0.01% -3,487 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,819 shares; 2024Q4: 58,208 shares; 2025Q1: 54,105 shares; 2025Q2: 54,849 shares; 2025Q3: 60,012 shares; 2025Q4: 59,870 shares; 2026Q1: 56,705 shares 56,705 $2.54M 0.01% -3,165 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,096 shares; 2024Q4: 61,955 shares; 2025Q1: 389,625 shares; 2025Q2: 54,812 shares; 2025Q3: 51,493 shares; 2025Q4: 52,029 shares; 2026Q1: 51,383 shares 51,383 $2.54M 0.01% -646 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,778 shares; 2024Q4: 23,424 shares; 2025Q1: 20,234 shares; 2025Q2: 22,250 shares; 2025Q3: 24,580 shares; 2025Q4: 25,242 shares; 2026Q1: 20,592 shares 20,592 $2.54M 0.01% -4,650 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,030 shares; 2024Q4: 44,336 shares; 2025Q1: 45,261 shares; 2025Q2: 47,597 shares; 2025Q3: 50,923 shares; 2025Q4: 53,560 shares; 2026Q1: 55,444 shares 55,444 $2.53M 0.01% +1,884 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,838 shares; 2024Q4: 80,696 shares; 2025Q1: 72,495 shares; 2025Q2: 125,322 shares; 2025Q3: 107,137 shares; 2025Q4: 100,298 shares; 2026Q1: 116,234 shares 116,234 $2.52M 0.01% +15,936 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: 233,351 shares; 2024Q4: 242,424 shares; 2025Q1: 106,776 shares; 2025Q2: 102,236 shares; 2025Q3: 100,891 shares; 2025Q4: 119,722 shares; 2026Q1: 117,331 shares 117,331 $2.51M 0.01% -2,391 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: 107,084 shares; 2024Q4: 97,933 shares; 2025Q1: 107,128 shares; 2025Q2: 102,234 shares; 2025Q3: 103,667 shares; 2025Q4: 109,739 shares; 2026Q1: 121,108 shares 121,108 $2.51M 0.01% +11,369 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,109 shares; 2026Q1: 127,084 shares 127,084 $2.51M 0.01% +4,975 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,551 shares; 2024Q4: 17,218 shares; 2025Q1: 16,753 shares; 2025Q2: 16,345 shares; 2025Q3: 14,018 shares; 2025Q4: 35,371 shares; 2026Q1: 33,190 shares 33,190 $2.5M 0.01% -2,181 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,799 shares; 2024Q4: 235,570 shares; 2025Q1: 249,284 shares; 2025Q2: 271,979 shares; 2025Q3: 173,972 shares; 2025Q4: 129,361 shares; 2026Q1: 73,645 shares 73,645 $2.48M 0.01% -55,716 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,207 shares; 2024Q4: 36,773 shares; 2025Q1: 29,396 shares; 2025Q2: 21,448 shares; 2025Q3: 33,220 shares; 2025Q4: 29,474 shares; 2026Q1: 25,908 shares 25,908 $2.48M 0.01% -3,566 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,374 shares; 2024Q4: 35,371 shares; 2025Q1: 33,914 shares; 2025Q2: 30,889 shares; 2025Q3: 30,487 shares; 2025Q4: 27,475 shares; 2026Q1: 27,600 shares 27,600 $2.48M 0.01% +125 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 6,600 shares; 2025Q1: 36,650 shares; 2025Q2: 36,860 shares; 2025Q3: 37,554 shares; 2025Q4: 35,920 shares; 2026Q1: 38,356 shares 38,356 $2.48M 0.01% +2,436 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,477 shares; 2024Q4: 9,635 shares; 2025Q1: 9,655 shares; 2025Q2: 10,698 shares; 2025Q3: 11,020 shares; 2025Q4: 10,954 shares; 2026Q1: 12,017 shares 12,017 $2.47M 0.01% +1,063 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,917 shares; 2026Q1: 32,449 shares 32,449 $2.47M 0.01% +18,532 Timeline SCHI 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: 72,115 shares; 2024Q4: 77,612 shares; 2025Q1: 86,107 shares; 2025Q2: 109,306 shares; 2025Q3: 109,387 shares; 2025Q4: 106,701 shares; 2026Q1: 108,812 shares 108,812 $2.47M 0.01% +2,111 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,514 shares; 2024Q4: 26,115 shares; 2025Q1: 18,640 shares; 2025Q2: 25,057 shares; 2025Q3: 27,297 shares; 2025Q4: 27,445 shares; 2026Q1: 28,433 shares 28,433 $2.46M 0.01% +988 Timeline CSHP 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: 24,738 shares 24,738 $2.46M 0.01% new Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,273 shares; 2025Q3: 52,561 shares; 2025Q4: 56,298 shares; 2026Q1: 62,228 shares 62,228 $2.44M 0.01% +5,930 Timeline IDMO 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: 37,760 shares; 2025Q4: 55,767 shares; 2026Q1: 44,362 shares 44,362 $2.43M 0.01% -11,405 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,391 shares; 2024Q4: 102,872 shares; 2025Q1: 48,387 shares; 2025Q2: 31,833 shares; 2025Q3: 32,829 shares; 2025Q4: 32,248 shares; 2026Q1: 50,211 shares 50,211 $2.43M 0.01% +17,963 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,840 shares; 2024Q4: 33,436 shares; 2025Q1: 31,271 shares; 2025Q2: 30,084 shares; 2025Q3: 31,341 shares; 2025Q4: 30,218 shares; 2026Q1: 30,967 shares 30,967 $2.43M 0.01% +749 Timeline SCIO 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: 85,886 shares; 2025Q4: 87,728 shares; 2026Q1: 117,583 shares 117,583 $2.43M 0.01% +29,855 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,216 shares; 2024Q4: 58,618 shares; 2025Q1: 61,797 shares; 2025Q2: 62,314 shares; 2025Q3: 61,647 shares; 2025Q4: 57,145 shares; 2026Q1: 60,971 shares 60,971 $2.42M 0.01% +3,826 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: 58,850 shares; 2024Q4: 61,455 shares; 2025Q1: 65,224 shares; 2025Q2: 233,446 shares; 2025Q3: 102,097 shares; 2025Q4: 106,771 shares; 2026Q1: 121,285 shares 121,285 $2.42M 0.01% +14,514 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,422 shares; 2024Q4: 31,422 shares; 2025Q1: 32,182 shares; 2025Q2: 35,115 shares; 2025Q3: 45,016 shares; 2025Q4: 46,508 shares; 2026Q1: 47,691 shares 47,691 $2.41M 0.01% +1,183 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 2,869 shares; 2025Q1: 2,694 shares; 2025Q2: 10,991 shares; 2025Q3: 12,777 shares; 2025Q4: 12,880 shares; 2026Q1: 13,679 shares 13,679 $2.41M 0.01% +799 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: 16,396 shares; 2024Q4: 10,731 shares; 2025Q1: 10,116 shares; 2025Q2: 11,307 shares; 2025Q3: 8,713 shares; 2025Q4: 8,642 shares; 2026Q1: 16,911 shares 16,911 $2.4M 0.01% +8,269 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 7,514 shares; 2025Q1: 7,050 shares; 2025Q2: 27,543 shares; 2025Q3: 25,391 shares; 2025Q4: 25,078 shares; 2026Q1: 30,410 shares 30,410 $2.4M 0.01% +5,332 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,826 shares; 2024Q4: 23,239 shares; 2025Q1: 22,958 shares; 2025Q2: 22,796 shares; 2025Q3: 23,850 shares; 2025Q4: 23,791 shares; 2026Q1: 25,608 shares 25,608 $2.4M 0.01% +1,817 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,150 shares; 2025Q1: 60,800 shares; 2025Q2: 71,984 shares; 2025Q3: 98,080 shares; 2025Q4: 98,501 shares; 2026Q1: 95,537 shares 95,537 $2.39M 0.01% -2,964 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,067 shares; 2024Q4: 126,349 shares; 2025Q1: 101,016 shares; 2025Q2: 90,571 shares; 2025Q3: 85,167 shares; 2025Q4: 78,417 shares; 2026Q1: 72,046 shares 72,046 $2.39M 0.01% -6,371 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,508 shares; 2024Q4: 24,983 shares; 2025Q1: 25,854 shares; 2025Q2: 31,943 shares; 2025Q3: 42,679 shares; 2025Q4: 43,341 shares; 2026Q1: 47,141 shares 47,141 $2.39M 0.01% +3,800 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,656 shares; 2024Q4: 77,452 shares; 2025Q1: 77,769 shares; 2025Q2: 80,837 shares; 2025Q3: 58,917 shares; 2025Q4: 72,208 shares; 2026Q1: 69,343 shares 69,343 $2.38M 0.01% -2,865 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,287 shares; 2024Q4: 16,729 shares; 2025Q1: 15,254 shares; 2025Q2: 13,755 shares; 2025Q3: 13,850 shares; 2025Q4: 13,757 shares; 2026Q1: 14,730 shares 14,730 $2.38M 0.01% +973 Timeline DFLV 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: 15,681 shares; 2025Q4: 61,260 shares; 2026Q1: 66,711 shares 66,711 $2.38M 0.01% +5,451 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,065 shares; 2024Q4: 71,232 shares; 2025Q1: 56,475 shares; 2025Q2: 54,604 shares; 2025Q3: 52,745 shares; 2025Q4: 47,371 shares; 2026Q1: 47,689 shares 47,689 $2.38M 0.01% +318 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,940 shares; 2024Q4: 28,321 shares; 2025Q1: 25,196 shares; 2025Q2: 28,654 shares; 2025Q3: 34,687 shares; 2025Q4: 34,977 shares; 2026Q1: 32,443 shares 32,443 $2.37M 0.01% -2,534 Timeline VRAI ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,482 shares; 2024Q4: 15,904 shares; 2025Q1: 24,639 shares; 2025Q2: 40,788 shares; 2025Q3: 59,497 shares; 2025Q4: 76,017 shares; 2026Q1: 87,440 shares 87,440 $2.37M 0.01% +11,423 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,329 shares; 2025Q1: 5,581 shares; 2025Q2: 5,611 shares; 2025Q3: 5,649 shares; 2025Q4: 4,720 shares; 2026Q1: 4,392 shares 4,392 $2.37M 0.01% -328 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,190 shares; 2024Q4: 20,936 shares; 2025Q1: 23,741 shares; 2025Q2: 22,759 shares; 2025Q3: 29,387 shares; 2025Q4: 30,592 shares; 2026Q1: 26,023 shares 26,023 $2.36M 0.01% -4,569 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,852 shares; 2025Q3: 62,348 shares; 2025Q4: 64,103 shares; 2026Q1: 67,691 shares 67,691 $2.36M 0.01% +3,588 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 6,274 shares; 2025Q1: 11,677 shares; 2025Q2: 22,632 shares; 2025Q3: 24,820 shares; 2025Q4: 32,903 shares; 2026Q1: 39,579 shares 39,579 $2.36M 0.01% +6,676 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,104 shares; 2024Q4: 9,988 shares; 2025Q1: 11,153 shares; 2025Q2: 13,964 shares; 2025Q3: 13,534 shares; 2025Q4: 13,536 shares; 2026Q1: 13,496 shares 13,496 $2.36M 0.01% -40 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,525 shares; 2024Q4: 8,684 shares; 2025Q1: 8,557 shares; 2025Q2: 8,493 shares; 2025Q3: 14,214 shares; 2025Q4: 21,607 shares; 2026Q1: 16,141 shares 16,141 $2.35M 0.01% -5,466 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: 31,040 shares; 2024Q4: 59,447 shares; 2025Q1: 44,419 shares; 2025Q2: 31,610 shares; 2025Q3: 59,161 shares; 2025Q4: 114,797 shares; 2026Q1: 94,996 shares 94,996 $2.35M 0.01% -19,801 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,160 shares; 2024Q4: 43,674 shares; 2025Q1: 35,624 shares; 2025Q2: 45,244 shares; 2025Q3: 53,179 shares; 2025Q4: 75,707 shares; 2026Q1: 58,058 shares 58,058 $2.35M 0.01% -17,649 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,554 shares; 2024Q4: 53,770 shares; 2025Q1: 49,276 shares; 2025Q2: 51,506 shares; 2025Q3: 51,414 shares; 2025Q4: 50,305 shares; 2026Q1: 51,393 shares 51,393 $2.34M 0.01% +1,088 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,925 shares; 2024Q4: 33,082 shares; 2025Q1: 33,401 shares; 2025Q2: 38,337 shares; 2025Q3: 41,115 shares; 2025Q4: 50,745 shares; 2026Q1: 46,853 shares 46,853 $2.33M 0.01% -3,892 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,198 shares; 2024Q4: 83,313 shares; 2025Q1: 73,498 shares; 2025Q2: 52,432 shares; 2025Q3: 92,910 shares; 2025Q4: 109,077 shares; 2026Q1: 141,835 shares 141,835 $2.33M 0.01% +32,758 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,222 shares; 2024Q4: 73,999 shares; 2025Q1: 73,521 shares; 2025Q2: 92,249 shares; 2025Q3: 110,161 shares; 2025Q4: 114,742 shares; 2026Q1: 115,801 shares 115,801 $2.33M 0.01% +1,059 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,953 shares; 2024Q4: 45,585 shares; 2025Q1: 44,106 shares; 2025Q2: 43,631 shares; 2025Q3: 52,069 shares; 2025Q4: 51,272 shares; 2026Q1: 50,479 shares 50,479 $2.33M 0.01% -793 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: 60,155 shares; 2024Q4: 53,935 shares; 2025Q1: 54,285 shares; 2025Q2: 62,577 shares; 2025Q3: 63,338 shares; 2025Q4: 80,694 shares; 2026Q1: 71,086 shares 71,086 $2.33M 0.01% -9,608 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,223 shares; 2024Q4: 22,798 shares; 2025Q1: 25,279 shares; 2025Q2: 25,277 shares; 2025Q3: 25,672 shares; 2025Q4: 26,333 shares; 2026Q1: 29,046 shares 29,046 $2.33M 0.01% +2,713 Timeline DXJ 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: 15,935 shares; 2024Q4: 16,418 shares; 2025Q1: 22,569 shares; 2025Q2: 12,615 shares; 2025Q3: 12,454 shares; 2025Q4: 17,884 shares; 2026Q1: 14,656 shares 14,656 $2.32M 0.01% -3,228 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,620 shares; 2024Q4: 62,557 shares; 2025Q1: 40,661 shares; 2025Q2: 36,777 shares; 2025Q3: 34,988 shares; 2025Q4: 37,113 shares; 2026Q1: 35,872 shares 35,872 $2.32M 0.01% -1,241 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 12,407 shares; 2025Q1: 9,771 shares; 2025Q2: 9,906 shares; 2025Q3: 10,410 shares; 2025Q4: 11,096 shares; 2026Q1: 10,139 shares 10,139 $2.32M 0.01% -957 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,342 shares; 2024Q4: 29,053 shares; 2025Q1: 11,679 shares; 2025Q2: 12,527 shares; 2025Q3: 12,052 shares; 2025Q4: 14,131 shares; 2026Q1: 14,015 shares 14,015 $2.31M 0.01% -116 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,046 shares; 2026Q1: 20,008 shares 20,008 $2.31M 0.01% +1,962 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,943 shares; 2024Q4: 242,347 shares; 2025Q1: 250,150 shares; 2025Q2: 113,971 shares; 2025Q3: 48,547 shares; 2025Q4: 100,466 shares; 2026Q1: 132,715 shares 132,715 $2.3M 0.01% +32,249 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,783 shares; 2024Q4: 27,358 shares; 2025Q1: 11,752 shares; 2025Q2: 18,766 shares; 2025Q3: 24,388 shares; 2025Q4: 28,466 shares; 2026Q1: 33,223 shares 33,223 $2.3M 0.01% +4,757 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,831 shares 92,831 $2.28M 0.01% new Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,018 shares; 2025Q1: 4,018 shares; 2025Q2: 4,761 shares; 2025Q3: 27,765 shares; 2025Q4: 28,156 shares; 2026Q1: 26,577 shares 26,577 $2.28M 0.01% -1,579 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,104 shares; 2025Q3: 71,983 shares; 2025Q4: 78,534 shares; 2026Q1: 88,850 shares 88,850 $2.28M 0.01% +10,316 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,756 shares; 2024Q4: 75,349 shares; 2025Q1: 105,024 shares; 2025Q2: 55,573 shares; 2025Q3: 45,056 shares; 2025Q4: 45,062 shares; 2026Q1: 49,010 shares 49,010 $2.28M 0.01% +3,948 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,206 shares; 2024Q4: 11,168 shares; 2025Q1: 9,846 shares; 2025Q2: 9,975 shares; 2025Q3: 12,984 shares; 2025Q4: 22,220 shares; 2026Q1: 20,612 shares 20,612 $2.26M 0.01% -1,608 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 12,355 shares; 2025Q1: 11,613 shares; 2025Q2: 11,346 shares; 2025Q3: 10,043 shares; 2025Q4: 8,293 shares; 2026Q1: 11,177 shares 11,177 $2.26M 0.01% +2,884 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,018 shares; 2024Q4: 8,161 shares; 2025Q1: 8,195 shares; 2025Q2: 8,645 shares; 2025Q3: 9,674 shares; 2025Q4: 11,876 shares; 2026Q1: 10,180 shares 10,180 $2.25M 0.01% -1,696 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 15,712 shares; 2025Q1: 13,934 shares; 2025Q2: 15,566 shares; 2025Q3: 15,151 shares; 2025Q4: 11,843 shares; 2026Q1: 11,900 shares 11,900 $2.25M 0.01% +57 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,133 shares; 2024Q4: 44,352 shares; 2025Q1: 38,639 shares; 2025Q2: 41,423 shares; 2025Q3: 41,881 shares; 2025Q4: 43,504 shares; 2026Q1: 48,896 shares 48,896 $2.24M 0.01% +5,392 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,839 shares; 2024Q4: 41,464 shares; 2025Q1: 16,857 shares; 2025Q2: 18,981 shares; 2025Q3: 18,780 shares; 2025Q4: 17,361 shares; 2026Q1: 15,857 shares 15,857 $2.24M 0.01% -1,504 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,633 shares; 2024Q4: 29,320 shares; 2025Q1: 28,170 shares; 2025Q2: 26,980 shares; 2025Q3: 21,500 shares; 2025Q4: 19,711 shares; 2026Q1: 17,207 shares 17,207 $2.24M 0.01% -2,504 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,408 shares; 2024Q4: 68,993 shares; 2025Q1: 76,287 shares; 2025Q2: 74,455 shares; 2025Q3: 81,154 shares; 2025Q4: 81,203 shares; 2026Q1: 80,616 shares 80,616 $2.24M 0.01% -587 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,737 shares; 2024Q4: 106,835 shares; 2025Q1: 115,408 shares; 2025Q2: 59,270 shares; 2025Q3: 58,866 shares; 2025Q4: 54,355 shares; 2026Q1: 22,799 shares 22,799 $2.23M 0.01% -31,556 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: 30,840 shares; 2024Q4: 31,319 shares; 2025Q1: 37,609 shares; 2025Q2: 42,518 shares; 2025Q3: 51,172 shares; 2025Q4: 50,889 shares; 2026Q1: 43,013 shares 43,013 $2.23M 0.01% -7,876 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,612 shares; 2024Q4: 14,899 shares; 2025Q1: 15,453 shares; 2025Q2: 18,050 shares; 2025Q3: 18,358 shares; 2025Q4: 20,193 shares; 2026Q1: 21,581 shares 21,581 $2.23M 0.01% +1,388 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,767 shares; 2024Q4: 15,819 shares; 2025Q1: 14,385 shares; 2025Q2: 15,292 shares; 2025Q3: 10,136 shares; 2025Q4: 9,253 shares; 2026Q1: 10,766 shares 10,766 $2.23M 0.01% +1,513 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,850 shares; 2024Q4: 139,009 shares; 2025Q1: 141,934 shares; 2025Q2: 87,275 shares; 2025Q3: 43,285 shares; 2025Q4: 42,936 shares; 2026Q1: 43,994 shares 43,994 $2.22M 0.01% +1,058 Timeline IBTM 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: 37,303 shares; 2025Q3: 61,577 shares; 2025Q4: 93,047 shares; 2026Q1: 96,824 shares 96,824 $2.22M 0.01% +3,777 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 107,630 shares 107,630 $2.22M 0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,352 shares; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,400 shares; 2025Q4: 13,527 shares; 2026Q1: 6,887 shares 6,887 $2.22M 0.01% -6,640 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,425 shares; 2024Q4: 64,657 shares; 2025Q1: 30,084 shares; 2025Q2: 55,172 shares; 2025Q3: 55,958 shares; 2025Q4: 57,230 shares; 2026Q1: 55,198 shares 55,198 $2.22M 0.01% -2,032 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,844 shares; 2024Q4: 73,187 shares; 2025Q1: 45,503 shares; 2025Q2: 49,389 shares; 2025Q3: 62,508 shares; 2025Q4: 64,133 shares; 2026Q1: 65,064 shares 65,064 $2.22M 0.01% +931 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,129 shares; 2024Q4: 81,643 shares; 2025Q1: 80,062 shares; 2025Q2: 71,231 shares; 2025Q3: 71,997 shares; 2025Q4: 72,101 shares; 2026Q1: 73,524 shares 73,524 $2.21M 0.01% +1,423 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,214 shares; 2024Q4: 57,490 shares; 2025Q1: 54,442 shares; 2025Q2: 51,808 shares; 2025Q3: 51,571 shares; 2025Q4: 61,491 shares; 2026Q1: 55,831 shares 55,831 $2.2M 0.01% -5,660 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: 12,669 shares; 2024Q4: 17,081 shares; 2025Q1: 16,428 shares; 2025Q2: 15,956 shares; 2025Q3: 15,965 shares; 2025Q4: 16,013 shares; 2026Q1: 15,776 shares 15,776 $2.19M 0.01% -237 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,057 shares; 2024Q4: 36,853 shares; 2025Q1: 87,044 shares; 2025Q2: 92,153 shares; 2025Q3: 109,673 shares; 2025Q4: 128,116 shares; 2026Q1: 104,678 shares 104,678 $2.17M 0.01% -23,438 Timeline EWZ 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: 31,790 shares; 2024Q4: 34,100 shares; 2025Q1: 33,517 shares; 2025Q2: 34,707 shares; 2025Q3: 33,437 shares; 2025Q4: 34,356 shares; 2026Q1: 56,494 shares 56,494 $2.17M 0.01% +22,138 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,823 shares; 2024Q4: 95,603 shares; 2025Q1: 86,169 shares; 2025Q2: 118,132 shares; 2025Q3: 118,132 shares; 2025Q4: 122,211 shares; 2026Q1: 108,639 shares 108,639 $2.17M 0.01% -13,572 Timeline KNG 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: 59,115 shares; 2024Q4: 37,636 shares; 2025Q1: 39,645 shares; 2025Q2: 37,289 shares; 2025Q3: 43,600 shares; 2025Q4: 37,461 shares; 2026Q1: 44,517 shares 44,517 $2.17M 0.01% +7,056 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,010 shares; 2025Q1: 41,632 shares; 2025Q2: 61,684 shares; 2025Q3: 90,801 shares; 2025Q4: 89,063 shares; 2026Q1: 86,537 shares 86,537 $2.17M 0.01% -2,526 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,320 shares; 2024Q4: 38,446 shares; 2025Q1: 38,385 shares; 2025Q2: 42,762 shares; 2025Q3: 42,791 shares; 2025Q4: 43,689 shares; 2026Q1: 42,633 shares 42,633 $2.17M 0.01% -1,056 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,136 shares; 2025Q3: 25,166 shares; 2025Q4: 34,388 shares; 2026Q1: 44,995 shares 44,995 $2.15M 0.01% +10,607 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 11,805 shares; 2025Q1: 11,481 shares; 2025Q2: 11,422 shares; 2025Q3: 11,176 shares; 2025Q4: 11,237 shares; 2026Q1: 12,964 shares 12,964 $2.15M 0.01% +1,727 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,582 shares; 2024Q4: 44,618 shares; 2025Q1: 35,502 shares; 2025Q2: 35,378 shares; 2025Q3: 30,197 shares; 2025Q4: 28,431 shares; 2026Q1: 31,543 shares 31,543 $2.14M 0.01% +3,112 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: 18,764 shares; 2024Q4: 18,729 shares; 2025Q1: 18,460 shares; 2025Q2: 18,334 shares; 2025Q3: 18,334 shares; 2025Q4: 18,117 shares; 2026Q1: 17,923 shares 17,923 $2.14M 0.01% -194 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,649 shares; 2024Q4: 40,748 shares; 2025Q1: 41,361 shares; 2025Q2: 42,087 shares; 2025Q3: 47,738 shares; 2025Q4: 54,912 shares; 2026Q1: 59,129 shares 59,129 $2.14M 0.01% +4,217 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,074 shares; 2024Q4: 16,432 shares; 2025Q1: 17,989 shares; 2025Q2: 22,892 shares; 2025Q3: 23,941 shares; 2025Q4: 26,749 shares; 2026Q1: 32,664 shares 32,664 $2.13M 0.01% +5,915 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,177 shares; 2025Q3: 59,792 shares; 2025Q4: 63,723 shares; 2026Q1: 65,217 shares 65,217 $2.13M 0.01% +1,494 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,574 shares; 2024Q4: 23,847 shares; 2025Q1: 19,630 shares; 2025Q2: 19,891 shares; 2025Q3: 23,523 shares; 2025Q4: 19,901 shares; 2026Q1: 15,697 shares 15,697 $2.13M 0.01% -4,204 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: 11,249 shares; 2024Q4: 9,154 shares; 2025Q1: 12,424 shares; 2025Q2: 16,754 shares; 2025Q3: 20,058 shares; 2025Q4: 24,732 shares; 2026Q1: 30,280 shares 30,280 $2.12M 0.01% +5,548 Timeline IBTJ 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: 43,437 shares; 2025Q2: 49,346 shares; 2025Q3: 82,858 shares; 2025Q4: 92,763 shares; 2026Q1: 96,618 shares 96,618 $2.11M 0.01% +3,855 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,301 shares; 2024Q4: 24,793 shares; 2025Q1: 24,128 shares; 2025Q2: 26,017 shares; 2025Q3: 27,399 shares; 2025Q4: 28,154 shares; 2026Q1: 29,940 shares 29,940 $2.11M 0.01% +1,786 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: 529,857 shares; 2024Q4: 414,832 shares; 2025Q1: 321,861 shares; 2025Q2: 316,228 shares; 2025Q3: 61,295 shares; 2025Q4: 62,130 shares; 2026Q1: 64,923 shares 64,923 $2.11M 0.01% +2,793 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,926 shares; 2024Q4: 56,551 shares; 2025Q1: 56,915 shares; 2025Q2: 48,520 shares; 2025Q3: 51,451 shares; 2025Q4: 52,710 shares; 2026Q1: 49,651 shares 49,651 $2.1M 0.01% -3,059 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,102 shares; 2024Q4: 23,292 shares; 2025Q1: 19,626 shares; 2025Q2: 18,703 shares; 2025Q3: 18,465 shares; 2025Q4: 13,695 shares; 2026Q1: 20,248 shares 20,248 $2.1M 0.01% +6,553 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,312 shares; 2024Q4: 27,294 shares; 2025Q1: 23,237 shares; 2025Q2: 50,324 shares; 2025Q3: 87,577 shares; 2025Q4: 84,994 shares; 2026Q1: 85,429 shares 85,429 $2.1M 0.01% +435 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: 33,841 shares; 2024Q4: 52,160 shares; 2025Q1: 53,822 shares; 2025Q2: 75,733 shares; 2025Q3: 79,325 shares; 2025Q4: 59,637 shares; 2026Q1: 43,907 shares 43,907 $2.09M 0.01% -15,730 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 5,860 shares; 2025Q1: 5,813 shares; 2025Q2: 5,976 shares; 2025Q3: 5,883 shares; 2025Q4: 5,792 shares; 2026Q1: 5,900 shares 5,900 $2.09M 0.01% +108 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,321 shares; 2024Q4: 31,371 shares; 2025Q1: 31,849 shares; 2025Q2: 30,487 shares; 2025Q3: 32,250 shares; 2025Q4: 51,457 shares; 2026Q1: 33,401 shares 33,401 $2.09M 0.01% -18,056 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,678 shares; 2025Q1: 4,761 shares; 2025Q2: 5,201 shares; 2025Q3: 6,906 shares; 2025Q4: 6,305 shares; 2026Q1: 5,909 shares 5,909 $2.08M 0.01% -396 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,359 shares; 2025Q1: not reported; 2025Q2: 4,152 shares; 2025Q3: 5,172 shares; 2025Q4: 6,859 shares; 2026Q1: 30,887 shares 30,887 $2.07M 0.01% +24,028 Timeline LDUR 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: 3,880 shares; 2024Q4: 3,266 shares; 2025Q1: 3,808 shares; 2025Q2: 5,880 shares; 2025Q3: 4,273 shares; 2025Q4: 4,178 shares; 2026Q1: 21,633 shares 21,633 $2.07M 0.01% +17,455 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 6,076 shares; 2025Q1: 5,012 shares; 2025Q2: 5,434 shares; 2025Q3: 6,099 shares; 2025Q4: 6,876 shares; 2026Q1: 7,609 shares 7,609 $2.07M 0.01% +733 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,036 shares; 2024Q4: 17,195 shares; 2025Q1: 14,536 shares; 2025Q2: 16,251 shares; 2025Q3: 21,437 shares; 2025Q4: 23,251 shares; 2026Q1: 25,105 shares 25,105 $2.07M 0.01% +1,854 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,676 shares; 2025Q3: 48,674 shares; 2025Q4: 50,166 shares; 2026Q1: 56,280 shares 56,280 $2.06M 0.01% +6,114 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,597 shares; 2024Q4: 102,779 shares; 2025Q1: 66,138 shares; 2025Q2: 79,328 shares; 2025Q3: 88,781 shares; 2025Q4: 91,320 shares; 2026Q1: 92,841 shares 92,841 $2.06M 0.01% +1,521 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: 7,330 shares; 2024Q4: 8,712 shares; 2025Q1: 8,429 shares; 2025Q2: 10,822 shares; 2025Q3: 26,373 shares; 2025Q4: 31,187 shares; 2026Q1: 36,376 shares 36,376 $2.04M 0.01% +5,189 Timeline WCMI 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: 25,298 shares; 2025Q4: 47,144 shares; 2026Q1: 121,366 shares 121,366 $2.04M 0.01% +74,222 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,220 shares; 2024Q4: 59,504 shares; 2025Q1: 57,393 shares; 2025Q2: 57,608 shares; 2025Q3: 57,362 shares; 2025Q4: 59,009 shares; 2026Q1: 58,310 shares 58,310 $2.03M 0.01% -699 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,942 shares; 2025Q1: 6,067 shares; 2025Q2: 6,234 shares; 2025Q3: 5,933 shares; 2025Q4: 1,884 shares; 2026Q1: 1,748 shares 1,748 $2.03M 0.01% -136 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,343 shares; 2024Q4: 8,122 shares; 2025Q1: 18,101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,587 shares; 2026Q1: 70,242 shares 70,242 $2.02M 0.01% +42,655 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 5,828 shares; 2025Q1: 5,639 shares; 2025Q2: 6,496 shares; 2025Q3: 4,177 shares; 2025Q4: 5,930 shares; 2026Q1: 12,161 shares 12,161 $2.02M 0.01% +6,231 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,382 shares; 2024Q4: 10,079 shares; 2025Q1: 18,462 shares; 2025Q2: 20,772 shares; 2025Q3: 24,536 shares; 2025Q4: 25,372 shares; 2026Q1: 21,117 shares 21,117 $2.02M 0.01% -4,255 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: 24,170 shares; 2024Q4: 24,226 shares; 2025Q1: 14,944 shares; 2025Q2: 14,960 shares; 2025Q3: 14,494 shares; 2025Q4: 14,307 shares; 2026Q1: 14,693 shares 14,693 $2.01M 0.01% +386 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: 67,937 shares; 2024Q4: 72,500 shares; 2025Q1: 76,980 shares; 2025Q2: 82,080 shares; 2025Q3: 80,513 shares; 2025Q4: 81,332 shares; 2026Q1: 81,240 shares 81,240 $2.01M 0.01% -92 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 8,665 shares; 2025Q1: not reported; 2025Q2: 27,402 shares; 2025Q3: 50,573 shares; 2025Q4: 57,408 shares; 2026Q1: 73,991 shares 73,991 $2.01M 0.01% +16,583 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,616 shares; 2024Q4: 150,741 shares; 2025Q1: 148,141 shares; 2025Q2: 145,099 shares; 2025Q3: 230,647 shares; 2025Q4: 225,895 shares; 2026Q1: 222,732 shares 222,732 $2M 0.01% -3,163 Timeline JPIE 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: 32,511 shares; 2024Q4: 11,795 shares; 2025Q1: 20,606 shares; 2025Q2: 13,934 shares; 2025Q3: 41,417 shares; 2025Q4: 40,922 shares; 2026Q1: 43,360 shares 43,360 $2M 0.01% +2,438 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: 14,694 shares; 2024Q4: 11,784 shares; 2025Q1: 11,796 shares; 2025Q2: 11,839 shares; 2025Q3: 13,393 shares; 2025Q4: 70,139 shares; 2026Q1: 78,206 shares 78,206 $2M 0.01% +8,067 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,932 shares; 2024Q4: 25,107 shares; 2025Q1: 16,606 shares; 2025Q2: 17,055 shares; 2025Q3: 17,884 shares; 2025Q4: 19,611 shares; 2026Q1: 22,148 shares 22,148 $2M 0.01% +2,537 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,958 shares; 2024Q4: 83,065 shares; 2025Q1: 80,925 shares; 2025Q2: 61,846 shares; 2025Q3: 63,137 shares; 2025Q4: 75,352 shares; 2026Q1: 95,726 shares 95,726 $1.99M 0.01% +20,374 Timeline COPY 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: 70,674 shares; 2025Q4: 101,646 shares; 2026Q1: 144,616 shares 144,616 $1.98M 0.01% +42,970 Timeline IDHQ 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: 18,336 shares; 2025Q3: 33,133 shares; 2025Q4: 40,012 shares; 2026Q1: 55,907 shares 55,907 $1.98M 0.01% +15,895 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 11,606 shares; 2025Q1: 12,696 shares; 2025Q2: 17,997 shares; 2025Q3: 19,475 shares; 2025Q4: 19,959 shares; 2026Q1: 18,082 shares 18,082 $1.97M 0.01% -1,877 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,920 shares; 2024Q4: 17,773 shares; 2025Q1: 15,746 shares; 2025Q2: 16,368 shares; 2025Q3: 18,187 shares; 2025Q4: 16,972 shares; 2026Q1: 23,906 shares 23,906 $1.96M 0.01% +6,934 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,530 shares; 2024Q4: 23,508 shares; 2025Q1: 16,858 shares; 2025Q2: 19,723 shares; 2025Q3: 29,048 shares; 2025Q4: 43,735 shares; 2026Q1: 34,374 shares 34,374 $1.96M 0.01% -9,361 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,821 shares; 2024Q4: 64,136 shares; 2025Q1: 35,246 shares; 2025Q2: 32,604 shares; 2025Q3: 33,959 shares; 2025Q4: 31,864 shares; 2026Q1: 31,856 shares 31,856 $1.95M 0.01% -8 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,841 shares; 2024Q4: 43,276 shares; 2025Q1: 37,553 shares; 2025Q2: 22,143 shares; 2025Q3: 21,571 shares; 2025Q4: 16,521 shares; 2026Q1: 18,231 shares 18,231 $1.95M 0.01% +1,710 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 7,260 shares; 2025Q1: 16,017 shares; 2025Q2: 20,036 shares; 2025Q3: 33,909 shares; 2025Q4: 35,797 shares; 2026Q1: 44,386 shares 44,386 $1.94M 0.01% +8,589 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,478 shares; 2024Q4: 103,269 shares; 2025Q1: 68,681 shares; 2025Q2: 70,185 shares; 2025Q3: 86,569 shares; 2025Q4: 88,169 shares; 2026Q1: 74,489 shares 74,489 $1.94M 0.01% -13,680 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,915 shares; 2025Q1: 3,290 shares; 2025Q2: 4,072 shares; 2025Q3: 6,175 shares; 2025Q4: 6,520 shares; 2026Q1: 5,839 shares 5,839 $1.93M 0.01% -681 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,361 shares; 2026Q1: 39,361 shares 39,361 $1.92M 0.01% 0 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: 10,004 shares; 2024Q4: 10,130 shares; 2025Q1: 10,138 shares; 2025Q2: 9,500 shares; 2025Q3: 8,952 shares; 2025Q4: 7,635 shares; 2026Q1: 6,564 shares 6,564 $1.92M 0.01% -1,071 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,067 shares; 2024Q4: 28,289 shares; 2025Q1: 37,096 shares; 2025Q2: 110,295 shares; 2025Q3: 132,165 shares; 2025Q4: 144,202 shares; 2026Q1: 135,947 shares 135,947 $1.92M 0.01% -8,255 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: not reported; 2024Q4: 21,734 shares; 2025Q1: 7,791 shares; 2025Q2: 21,626 shares; 2025Q3: 19,504 shares; 2025Q4: 18,309 shares; 2026Q1: 27,096 shares 27,096 $1.91M 0.01% +8,787 Timeline GDE 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: 15,301 shares; 2025Q3: 26,479 shares; 2025Q4: 72,114 shares; 2026Q1: 30,284 shares 30,284 $1.9M 0.01% -41,830 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,192 shares; 2025Q1: 16,784 shares; 2025Q2: 22,877 shares; 2025Q3: 105,925 shares; 2025Q4: 107,177 shares; 2026Q1: 81,323 shares 81,323 $1.9M 0.01% -25,854 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: 83,359 shares; 2024Q4: 76,534 shares; 2025Q1: 62,794 shares; 2025Q2: 54,568 shares; 2025Q3: 31,044 shares; 2025Q4: 24,623 shares; 2026Q1: 27,378 shares 27,378 $1.9M 0.01% +2,755 Timeline JMUB 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: 9,094 shares; 2024Q4: 10,610 shares; 2025Q1: 10,726 shares; 2025Q2: 12,045 shares; 2025Q3: 18,612 shares; 2025Q4: 33,346 shares; 2026Q1: 37,861 shares 37,861 $1.89M 0.01% +4,515 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,442 shares; 2024Q4: 13,945 shares; 2025Q1: 15,834 shares; 2025Q2: 17,720 shares; 2025Q3: 16,862 shares; 2025Q4: 15,596 shares; 2026Q1: 15,132 shares 15,132 $1.89M 0.01% -464 Timeline PGF 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: 80,255 shares; 2024Q4: 85,700 shares; 2025Q1: 88,538 shares; 2025Q2: 102,527 shares; 2025Q3: 113,794 shares; 2025Q4: 108,511 shares; 2026Q1: 137,029 shares 137,029 $1.89M 0.01% +28,518 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,049 shares; 2024Q4: 43,609 shares; 2025Q1: 32,892 shares; 2025Q2: 31,558 shares; 2025Q3: 25,555 shares; 2025Q4: 23,451 shares; 2026Q1: 21,712 shares 21,712 $1.89M 0.01% -1,739 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,542 shares; 2024Q4: 65,560 shares; 2025Q1: 61,008 shares; 2025Q2: 15,980 shares; 2025Q3: 16,620 shares; 2025Q4: 18,701 shares; 2026Q1: 23,399 shares 23,399 $1.88M 0.01% +4,698 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,392 shares; 2024Q4: 27,465 shares; 2025Q1: 26,667 shares; 2025Q2: 26,229 shares; 2025Q3: 26,675 shares; 2025Q4: 24,099 shares; 2026Q1: 23,938 shares 23,938 $1.87M 0.01% -161 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: 38,117 shares; 2024Q4: 39,895 shares; 2025Q1: 41,657 shares; 2025Q2: 55,637 shares; 2025Q3: 60,707 shares; 2025Q4: 60,406 shares; 2026Q1: 67,238 shares 67,238 $1.87M 0.01% +6,832 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: 18,370 shares; 2024Q4: 18,966 shares; 2025Q1: 35,375 shares; 2025Q2: 37,462 shares; 2025Q3: 35,370 shares; 2025Q4: 34,743 shares; 2026Q1: 28,305 shares 28,305 $1.87M 0.01% -6,438 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,129 shares; 2024Q4: 30,919 shares; 2025Q1: 23,852 shares; 2025Q2: 13,906 shares; 2025Q3: 15,270 shares; 2025Q4: 15,055 shares; 2026Q1: 17,212 shares 17,212 $1.86M 0.01% +2,157 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,681 shares 33,681 $1.86M 0.01% new Timeline XBI 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: 15,166 shares; 2024Q4: 15,172 shares; 2025Q1: 14,327 shares; 2025Q2: 13,090 shares; 2025Q3: 11,713 shares; 2025Q4: 14,940 shares; 2026Q1: 14,486 shares 14,486 $1.85M 0.01% -454 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 23,242 shares; 2025Q1: 23,481 shares; 2025Q2: 24,431 shares; 2025Q3: 19,877 shares; 2025Q4: 20,624 shares; 2026Q1: 18,359 shares 18,359 $1.84M 0.01% -2,265 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,360 shares; 2024Q4: 35,600 shares; 2025Q1: 37,755 shares; 2025Q2: 38,749 shares; 2025Q3: 40,034 shares; 2025Q4: 37,204 shares; 2026Q1: 37,971 shares 37,971 $1.84M 0.01% +767 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,450 shares; 2025Q3: 12,349 shares; 2025Q4: 15,742 shares; 2026Q1: 13,516 shares 13,516 $1.84M 0.01% -2,226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,161 shares; 2025Q4: 61,921 shares; 2026Q1: 68,188 shares 68,188 $1.83M 0.01% +6,267 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,888 shares; 2024Q4: 166,886 shares; 2025Q1: 143,237 shares; 2025Q2: 150,969 shares; 2025Q3: 167,477 shares; 2025Q4: 161,211 shares; 2026Q1: 159,227 shares 159,227 $1.83M 0.01% -1,984 Timeline IQQQ 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: 46,123 shares; 2024Q4: 58,763 shares; 2025Q1: 53,872 shares; 2025Q2: 48,053 shares; 2025Q3: 48,977 shares; 2025Q4: 48,479 shares; 2026Q1: 43,911 shares 43,911 $1.83M 0.01% -4,568 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,434 shares 33,434 $1.82M 0.01% new Timeline SCHQ 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: 36,396 shares; 2025Q2: 32,830 shares; 2025Q3: 37,459 shares; 2025Q4: 71,819 shares; 2026Q1: 57,655 shares 57,655 $1.81M 0.01% -14,164 Timeline GREK 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: 19,382 shares; 2024Q4: 18,319 shares; 2025Q1: 32,199 shares; 2025Q2: 29,218 shares; 2025Q3: 28,027 shares; 2025Q4: 27,131 shares; 2026Q1: 28,306 shares 28,306 $1.81M 0.01% +1,175 Timeline