AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,004 shares; 2025Q3: 7,280 shares; 2025Q4: 7,158 shares; 2026Q1: 7,896 shares 7,896 $769K <0.01% +738 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 7,427 shares; 2025Q1: 4,946 shares; 2025Q2: 5,066 shares; 2025Q3: 5,004 shares; 2025Q4: 5,948 shares; 2026Q1: 5,019 shares 5,019 $768K <0.01% -929 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 9,860 shares; 2025Q1: 9,860 shares; 2025Q2: 10,745 shares; 2025Q3: 14,036 shares; 2025Q4: 13,893 shares; 2026Q1: 12,405 shares 12,405 $768K <0.01% -1,488 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,698 shares; 2024Q4: 16,656 shares; 2025Q1: 12,277 shares; 2025Q2: not reported; 2025Q3: 5,898 shares; 2025Q4: 5,983 shares; 2026Q1: 11,139 shares 11,139 $768K <0.01% +5,156 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,835 shares; 2024Q4: 15,542 shares; 2025Q1: 17,604 shares; 2025Q2: 20,750 shares; 2025Q3: 21,603 shares; 2025Q4: 21,700 shares; 2026Q1: 12,407 shares 12,407 $767K <0.01% -9,293 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,182 shares; 2024Q4: 64,477 shares; 2025Q1: 48,157 shares; 2025Q2: 49,377 shares; 2025Q3: 33,335 shares; 2025Q4: 33,131 shares; 2026Q1: 34,154 shares 34,154 $767K <0.01% +1,023 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 6,916 shares; 2025Q1: 8,828 shares; 2025Q2: 10,868 shares; 2025Q3: 13,408 shares; 2025Q4: 12,667 shares; 2026Q1: 15,448 shares 15,448 $766K <0.01% +2,781 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,913 shares; 2025Q1: 4,392 shares; 2025Q2: 5,329 shares; 2025Q3: 3,994 shares; 2025Q4: 3,875 shares; 2026Q1: 8,484 shares 8,484 $763K <0.01% +4,609 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 12,476 shares; 2025Q1: 12,723 shares; 2025Q2: 15,084 shares; 2025Q3: 20,185 shares; 2025Q4: 19,581 shares; 2026Q1: 18,123 shares 18,123 $762K <0.01% -1,458 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,336 shares 27,336 $760K <0.01% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 8,761 shares; 2025Q1: 7,380 shares; 2025Q2: 7,452 shares; 2025Q3: 11,987 shares; 2025Q4: 19,646 shares; 2026Q1: 18,744 shares 18,744 $760K <0.01% -902 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,080 shares; 2024Q4: 6,364 shares; 2025Q1: 6,364 shares; 2025Q2: 6,903 shares; 2025Q3: 6,951 shares; 2025Q4: 6,956 shares; 2026Q1: 6,957 shares 6,957 $760K <0.01% +1 Timeline VTC 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: 61,343 shares; 2024Q4: 61,919 shares; 2025Q1: 63,216 shares; 2025Q2: 62,884 shares; 2025Q3: not reported; 2025Q4: 3,427 shares; 2026Q1: 9,875 shares 9,875 $759K <0.01% +6,448 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,218 shares; 2024Q4: 31,787 shares; 2025Q1: 28,756 shares; 2025Q2: 30,610 shares; 2025Q3: 25,570 shares; 2025Q4: 32,532 shares; 2026Q1: 37,838 shares 37,838 $759K <0.01% +5,306 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,969 shares; 2024Q4: 37,517 shares; 2025Q1: 36,858 shares; 2025Q2: 36,343 shares; 2025Q3: 35,977 shares; 2025Q4: 35,337 shares; 2026Q1: 36,279 shares 36,279 $758K <0.01% +942 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,800 shares; 2025Q3: 46,184 shares; 2025Q4: 49,400 shares; 2026Q1: 68,301 shares 68,301 $753K <0.01% +18,901 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,613 shares; 2024Q4: 15,508 shares; 2025Q1: 15,346 shares; 2025Q2: 31,495 shares; 2025Q3: 26,371 shares; 2025Q4: 24,661 shares; 2026Q1: 9,948 shares 9,948 $752K <0.01% -14,713 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,808 shares; 2024Q4: 11,264 shares; 2025Q1: 10,461 shares; 2025Q2: 10,116 shares; 2025Q3: 10,305 shares; 2025Q4: 10,736 shares; 2026Q1: 10,333 shares 10,333 $752K <0.01% -403 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 7,295 shares; 2025Q1: 6,483 shares; 2025Q2: 6,486 shares; 2025Q3: 6,489 shares; 2025Q4: 6,991 shares; 2026Q1: 6,994 shares 6,994 $751K <0.01% +3 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 4,401 shares; 2025Q1: 3,368 shares; 2025Q2: 3,163 shares; 2025Q3: 3,184 shares; 2025Q4: 2,926 shares; 2026Q1: 3,568 shares 3,568 $749K <0.01% +642 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,789 shares; 2024Q4: 13,890 shares; 2025Q1: 12,490 shares; 2025Q2: 10,700 shares; 2025Q3: 32,917 shares; 2025Q4: 33,968 shares; 2026Q1: 39,221 shares 39,221 $745K <0.01% +5,253 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,050 shares; 2025Q2: 14,567 shares; 2025Q3: 13,183 shares; 2025Q4: 14,038 shares; 2026Q1: 27,099 shares 27,099 $745K <0.01% +13,061 Timeline SMOX HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,979 shares 27,979 $745K <0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,585 shares; 2024Q4: 62,987 shares; 2025Q1: 65,503 shares; 2025Q2: 65,583 shares; 2025Q3: 67,304 shares; 2025Q4: 63,946 shares; 2026Q1: 61,430 shares 61,430 $740K <0.01% -2,516 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,042 shares 10,042 $740K <0.01% new Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,873 shares; 2025Q3: 57,904 shares; 2025Q4: 67,293 shares; 2026Q1: 66,265 shares 66,265 $740K <0.01% -1,028 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,094 shares; 2024Q4: 18,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,087 shares; 2026Q1: 57,545 shares 57,545 $737K <0.01% +28,458 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 8,708 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 6,465 shares; 2026Q1: 6,380 shares 6,380 $729K <0.01% -85 Timeline TDV 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: 14,183 shares; 2024Q4: 9,832 shares; 2025Q1: 8,398 shares; 2025Q2: 8,477 shares; 2025Q3: 8,375 shares; 2025Q4: 8,664 shares; 2026Q1: 8,597 shares 8,597 $728K <0.01% -67 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,558 shares; 2025Q1: 3,793 shares; 2025Q2: 3,827 shares; 2025Q3: 3,866 shares; 2025Q4: 6,186 shares; 2026Q1: 6,168 shares 6,168 $726K <0.01% -18 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 6,658 shares; 2025Q1: 3,241 shares; 2025Q2: 4,103 shares; 2025Q3: 3,502 shares; 2025Q4: 3,408 shares; 2026Q1: 4,383 shares 4,383 $724K <0.01% +975 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,528 shares; 2025Q1: 2,726 shares; 2025Q2: 2,889 shares; 2025Q3: 3,010 shares; 2025Q4: 2,980 shares; 2026Q1: 3,340 shares 3,340 $721K <0.01% +360 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,787 shares; 2024Q4: 21,882 shares; 2025Q1: 21,504 shares; 2025Q2: 19,258 shares; 2025Q3: 19,073 shares; 2025Q4: 13,682 shares; 2026Q1: 8,480 shares 8,480 $720K <0.01% -5,202 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,936 shares; 2024Q4: 117,925 shares; 2025Q1: 85,382 shares; 2025Q2: 85,382 shares; 2025Q3: 84,482 shares; 2025Q4: 83,446 shares; 2026Q1: 83,446 shares 83,446 $719K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 12,094 shares; 2025Q1: 8,332 shares; 2025Q2: 10,947 shares; 2025Q3: 13,759 shares; 2025Q4: 15,095 shares; 2026Q1: 8,234 shares 8,234 $717K <0.01% -6,861 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,924 shares; 2025Q1: 5,357 shares; 2025Q2: 5,651 shares; 2025Q3: 5,883 shares; 2025Q4: 6,335 shares; 2026Q1: 5,016 shares 5,016 $717K <0.01% -1,319 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 864 shares; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 2,132 shares; 2025Q4: 1,636 shares; 2026Q1: 2,463 shares 2,463 $713K <0.01% +827 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,132 shares; 2024Q4: 91,109 shares; 2025Q1: 55,001 shares; 2025Q2: 58,088 shares; 2025Q3: 59,884 shares; 2025Q4: 59,324 shares; 2026Q1: 58,428 shares 58,428 $712K <0.01% -896 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,284 shares; 2025Q2: 85,725 shares; 2025Q3: 70,927 shares; 2025Q4: 52,269 shares; 2026Q1: 24,202 shares 24,202 $711K <0.01% -28,067 Timeline TEXN 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: 24,990 shares; 2025Q3: 24,048 shares; 2025Q4: 23,412 shares; 2026Q1: 23,362 shares 23,362 $710K <0.01% -50 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,822 shares; 2024Q4: 12,822 shares; 2025Q1: 12,822 shares; 2025Q2: 12,822 shares; 2025Q3: 12,843 shares; 2025Q4: 12,493 shares; 2026Q1: 11,743 shares 11,743 $709K <0.01% -750 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,870 shares; 2025Q1: 62,777 shares; 2025Q2: 51,904 shares; 2025Q3: 34,650 shares; 2025Q4: 42,045 shares; 2026Q1: 26,422 shares 26,422 $709K <0.01% -15,623 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,547 shares; 2025Q3: 3,549 shares; 2025Q4: 3,552 shares; 2026Q1: 8,370 shares 8,370 $709K <0.01% +4,818 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,731 shares; 2025Q1: 6,496 shares; 2025Q2: 6,177 shares; 2025Q3: 4,327 shares; 2025Q4: 3,499 shares; 2026Q1: 4,475 shares 4,475 $709K <0.01% +976 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,729 shares; 2025Q3: 9,672 shares; 2025Q4: 12,971 shares; 2026Q1: 12,880 shares 12,880 $707K <0.01% -91 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,340 shares; 2026Q1: 30,036 shares 30,036 $706K <0.01% +8,696 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,311 shares; 2025Q1: 26,158 shares; 2025Q2: 18,809 shares; 2025Q3: 19,311 shares; 2025Q4: 23,400 shares; 2026Q1: 28,110 shares 28,110 $706K <0.01% +4,710 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,760 shares; 2024Q4: 15,402 shares; 2025Q1: 14,410 shares; 2025Q2: 16,430 shares; 2025Q3: 29,305 shares; 2025Q4: 36,080 shares; 2026Q1: 52,213 shares 52,213 $705K <0.01% +16,133 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,210 shares; 2025Q1: 1,670 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 1,427 shares 1,427 $705K <0.01% +454 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,426 shares; 2025Q2: 40,268 shares; 2025Q3: 55,017 shares; 2025Q4: 67,742 shares; 2026Q1: 61,355 shares 61,355 $704K <0.01% -6,387 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 5,803 shares; 2025Q1: 5,048 shares; 2025Q2: 5,133 shares; 2025Q3: 5,329 shares; 2025Q4: 4,923 shares; 2026Q1: 2,808 shares 2,808 $703K <0.01% -2,115 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,006 shares; 2024Q4: 39,780 shares; 2025Q1: 30,280 shares; 2025Q2: 28,344 shares; 2025Q3: 24,462 shares; 2025Q4: 26,468 shares; 2026Q1: 87,460 shares 87,460 $703K <0.01% +60,992 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,402 shares; 2024Q4: 23,671 shares; 2025Q1: 32,936 shares; 2025Q2: 29,593 shares; 2025Q3: 24,254 shares; 2025Q4: 24,460 shares; 2026Q1: 19,412 shares 19,412 $701K <0.01% -5,048 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 9,800 shares; 2025Q1: 7,867 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,630 shares; 2026Q1: 42,653 shares 42,653 $700K <0.01% +22,023 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,337 shares 23,337 $700K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,135 shares; 2025Q1: 3,622 shares; 2025Q2: 3,757 shares; 2025Q3: 4,023 shares; 2025Q4: 4,032 shares; 2026Q1: 2,401 shares 2,401 $698K <0.01% -1,631 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,523 shares; 2024Q4: 25,148 shares; 2025Q1: 4,908 shares; 2025Q2: 5,719 shares; 2025Q3: 4,738 shares; 2025Q4: 4,395 shares; 2026Q1: 8,478 shares 8,478 $698K <0.01% +4,083 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 17,183 shares; 2025Q1: 16,328 shares; 2025Q2: 6,327 shares; 2025Q3: 6,245 shares; 2025Q4: 5,851 shares; 2026Q1: 4,041 shares 4,041 $697K <0.01% -1,810 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 10,138 shares; 2025Q1: 11,662 shares; 2025Q2: 12,781 shares; 2025Q3: 31,446 shares; 2025Q4: 36,685 shares; 2026Q1: 26,195 shares 26,195 $694K <0.01% -10,490 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,463 shares; 2024Q4: 10,555 shares; 2025Q1: 10,135 shares; 2025Q2: 11,250 shares; 2025Q3: 13,002 shares; 2025Q4: 10,865 shares; 2026Q1: 12,002 shares 12,002 $694K <0.01% +1,137 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,499 shares; 2025Q1: 3,957 shares; 2025Q2: 4,298 shares; 2025Q3: 4,162 shares; 2025Q4: 3,947 shares; 2026Q1: 2,390 shares 2,390 $694K <0.01% -1,557 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,092 shares; 2024Q4: 55,279 shares; 2025Q1: 33,821 shares; 2025Q2: 33,849 shares; 2025Q3: 37,422 shares; 2025Q4: 33,984 shares; 2026Q1: 31,277 shares 31,277 $690K <0.01% -2,707 Timeline GXPT 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: 11,651 shares; 2025Q4: 8,129 shares; 2026Q1: 27,789 shares 27,789 $690K <0.01% +19,660 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,357 shares; 2025Q2: 22,404 shares; 2025Q3: 25,023 shares; 2025Q4: 26,899 shares; 2026Q1: 27,286 shares 27,286 $681K <0.01% +387 Timeline FALN 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: 8,250 shares; 2024Q4: 18,028 shares; 2025Q1: 17,296 shares; 2025Q2: 14,316 shares; 2025Q3: 20,616 shares; 2025Q4: 17,131 shares; 2026Q1: 25,416 shares 25,416 $679K <0.01% +8,285 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,615 shares; 2025Q3: 50,830 shares; 2025Q4: 42,471 shares; 2026Q1: 18,126 shares 18,126 $678K <0.01% -24,345 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,124 shares; 2024Q4: 70,520 shares; 2025Q1: 74,292 shares; 2025Q2: 105,783 shares; 2025Q3: 64,379 shares; 2025Q4: 21,686 shares; 2026Q1: 26,536 shares 26,536 $677K <0.01% +4,850 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,555 shares; 2024Q4: 26,128 shares; 2025Q1: 25,639 shares; 2025Q2: 24,414 shares; 2025Q3: 20,191 shares; 2025Q4: 20,230 shares; 2026Q1: 18,938 shares 18,938 $676K <0.01% -1,292 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,122 shares; 2024Q4: 121,998 shares; 2025Q1: 16,184 shares; 2025Q2: 21,712 shares; 2025Q3: 20,331 shares; 2025Q4: 20,910 shares; 2026Q1: 16,931 shares 16,931 $676K <0.01% -3,979 Timeline BDIV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 29,650 shares; 2025Q1: 29,650 shares; 2025Q2: 29,650 shares; 2025Q3: 29,800 shares; 2025Q4: 29,800 shares; 2026Q1: 29,800 shares 29,800 $675K <0.01% 0 Timeline MLRG 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: 7,583 shares; 2024Q4: 7,587 shares; 2025Q1: 7,591 shares; 2025Q2: 7,595 shares; 2025Q3: 7,476 shares; 2025Q4: 7,508 shares; 2026Q1: 7,510 shares 7,510 $675K <0.01% +2 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,988 shares; 2025Q1: 6,428 shares; 2025Q2: 25,905 shares; 2025Q3: 21,016 shares; 2025Q4: 19,459 shares; 2026Q1: 14,298 shares 14,298 $674K <0.01% -5,161 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,861 shares; 2024Q4: 10,861 shares; 2025Q1: 9,711 shares; 2025Q2: 13,701 shares; 2025Q3: 13,701 shares; 2025Q4: 12,759 shares; 2026Q1: 12,759 shares 12,759 $674K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 11,304 shares; 2025Q1: 9,606 shares; 2025Q2: 10,161 shares; 2025Q3: 10,237 shares; 2025Q4: 10,739 shares; 2026Q1: 11,854 shares 11,854 $671K <0.01% +1,115 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,287 shares; 2024Q4: 41,422 shares; 2025Q1: 38,459 shares; 2025Q2: 27,112 shares; 2025Q3: 29,752 shares; 2025Q4: 29,930 shares; 2026Q1: 31,009 shares 31,009 $669K <0.01% +1,079 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 23,782 shares; 2025Q1: 16,747 shares; 2025Q2: 22,219 shares; 2025Q3: 25,497 shares; 2025Q4: 21,229 shares; 2026Q1: 20,434 shares 20,434 $669K <0.01% -795 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 6,593 shares; 2025Q1: 1,609 shares; 2025Q2: 1,900 shares; 2025Q3: 1,567 shares; 2025Q4: 1,399 shares; 2026Q1: 2,214 shares 2,214 $669K <0.01% +815 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to 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: 16,695 shares 16,695 $668K <0.01% new Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,119 shares; 2025Q4: 9,429 shares; 2026Q1: 10,326 shares 10,326 $668K <0.01% +897 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,303 shares; 2024Q4: 15,570 shares; 2025Q1: 14,384 shares; 2025Q2: 15,771 shares; 2025Q3: 10,191 shares; 2025Q4: 12,126 shares; 2026Q1: 12,067 shares 12,067 $667K <0.01% -59 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,331 shares; 2024Q4: 20,987 shares; 2025Q1: 13,631 shares; 2025Q2: 14,275 shares; 2025Q3: 11,559 shares; 2025Q4: 14,088 shares; 2026Q1: 13,121 shares 13,121 $667K <0.01% -967 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,219 shares; 2025Q1: 8,239 shares; 2025Q2: 6,250 shares; 2025Q3: 5,761 shares; 2025Q4: 5,785 shares; 2026Q1: 6,182 shares 6,182 $665K <0.01% +397 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,292 shares; 2024Q4: 16,024 shares; 2025Q1: 16,843 shares; 2025Q2: 17,026 shares; 2025Q3: 15,983 shares; 2025Q4: 15,759 shares; 2026Q1: 15,463 shares 15,463 $663K <0.01% -296 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,029 shares; 2024Q4: 58,126 shares; 2025Q1: 56,098 shares; 2025Q2: 71,778 shares; 2025Q3: 24,873 shares; 2025Q4: 21,758 shares; 2026Q1: 27,316 shares 27,316 $663K <0.01% +5,558 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,557 shares; 2025Q1: 2,214 shares; 2025Q2: 2,384 shares; 2025Q3: 2,246 shares; 2025Q4: 2,667 shares; 2026Q1: 1,924 shares 1,924 $662K <0.01% -743 Timeline FAD 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: 4,412 shares; 2024Q4: 4,113 shares; 2025Q1: 4,113 shares; 2025Q2: 4,113 shares; 2025Q3: 4,200 shares; 2025Q4: 4,193 shares; 2026Q1: 4,159 shares 4,159 $661K <0.01% -34 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 3,052 shares; 2025Q2: 3,336 shares; 2025Q3: 5,673 shares; 2025Q4: 7,970 shares; 2026Q1: 6,981 shares 6,981 $661K <0.01% -989 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,356 shares; 2025Q4: 9,349 shares; 2026Q1: 9,357 shares 9,357 $660K <0.01% +8 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,145 shares 34,145 $660K <0.01% new Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,564 shares; 2024Q4: 15,195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,806 shares 23,806 $659K <0.01% new Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,797 shares; 2025Q4: 11,987 shares; 2026Q1: 6,335 shares 6,335 $657K <0.01% -5,652 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 13,034 shares; 2025Q1: 13,046 shares; 2025Q2: 13,158 shares; 2025Q3: 13,170 shares; 2025Q4: 13,081 shares; 2026Q1: 13,191 shares 13,191 $656K <0.01% +110 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,265 shares; 2025Q2: 2,504 shares; 2025Q3: 2,595 shares; 2025Q4: 2,651 shares; 2026Q1: 1,641 shares 1,641 $656K <0.01% -1,010 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,003 shares; 2024Q4: 15,846 shares; 2025Q1: 14,578 shares; 2025Q2: 21,629 shares; 2025Q3: 20,820 shares; 2025Q4: 21,314 shares; 2026Q1: 21,168 shares 21,168 $655K <0.01% -146 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,134 shares; 2024Q4: 25,400 shares; 2025Q1: 25,853 shares; 2025Q2: 24,390 shares; 2025Q3: 39,961 shares; 2025Q4: 47,315 shares; 2026Q1: 45,601 shares 45,601 $655K <0.01% -1,714 Timeline BAB 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: 21,735 shares; 2024Q4: 29,958 shares; 2025Q1: 29,052 shares; 2025Q2: 29,422 shares; 2025Q3: 30,749 shares; 2025Q4: 18,153 shares; 2026Q1: 24,261 shares 24,261 $654K <0.01% +6,108 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547,388 shares; 2024Q4: 573,282 shares; 2025Q1: 454,332 shares; 2025Q2: 60,170 shares; 2025Q3: 59,861 shares; 2025Q4: 59,359 shares; 2026Q1: 59,987 shares 59,987 $653K <0.01% +628 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 1,055 shares; 2026Q1: 2,194 shares 2,194 $652K <0.01% +1,139 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,527 shares; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 8,511 shares; 2025Q4: 9,028 shares; 2026Q1: 12,672 shares 12,672 $651K <0.01% +3,644 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,241 shares; 2024Q4: 21,929 shares; 2025Q1: 22,552 shares; 2025Q2: 22,414 shares; 2025Q3: 22,544 shares; 2025Q4: 22,953 shares; 2026Q1: 13,158 shares 13,158 $651K <0.01% -9,795 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,691 shares; 2024Q4: 13,132 shares; 2025Q1: 13,577 shares; 2025Q2: 4,470 shares; 2025Q3: 4,264 shares; 2025Q4: 3,834 shares; 2026Q1: 4,377 shares 4,377 $649K <0.01% +543 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,660 shares; 2024Q4: 33,525 shares; 2025Q1: 29,017 shares; 2025Q2: 29,050 shares; 2025Q3: 30,247 shares; 2025Q4: 30,730 shares; 2026Q1: 28,757 shares 28,757 $649K <0.01% -1,973 Timeline IMFL 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: 14,459 shares; 2024Q4: 13,980 shares; 2025Q1: 12,508 shares; 2025Q2: 14,219 shares; 2025Q3: 13,644 shares; 2025Q4: 17,066 shares; 2026Q1: 20,485 shares 20,485 $648K <0.01% +3,419 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,662 shares; 2024Q4: 21,643 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,943 shares; 2026Q1: 57,320 shares 57,320 $646K <0.01% +11,377 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,285 shares; 2024Q4: 27,762 shares; 2025Q1: 27,062 shares; 2025Q2: 8,379 shares; 2025Q3: 5,539 shares; 2025Q4: 5,906 shares; 2026Q1: 10,619 shares 10,619 $646K <0.01% +4,713 Timeline DOGG 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: 32,924 shares; 2024Q4: 33,369 shares; 2025Q1: 28,594 shares; 2025Q2: 29,423 shares; 2025Q3: 28,523 shares; 2025Q4: 29,021 shares; 2026Q1: 29,725 shares 29,725 $645K <0.01% +704 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,238 shares; 2024Q4: 9,557 shares; 2025Q1: 10,059 shares; 2025Q2: 10,733 shares; 2025Q3: 9,789 shares; 2025Q4: 9,648 shares; 2026Q1: 10,734 shares 10,734 $645K <0.01% +1,086 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,556 shares; 2024Q4: 77,810 shares; 2025Q1: 58,528 shares; 2025Q2: 58,778 shares; 2025Q3: 45,027 shares; 2025Q4: 32,763 shares; 2026Q1: 18,779 shares 18,779 $645K <0.01% -13,984 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,066 shares; 2026Q1: 18,973 shares 18,973 $642K <0.01% -93 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,632 shares; 2025Q4: 14,322 shares; 2026Q1: 21,015 shares 21,015 $641K <0.01% +6,693 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 905 shares; 2026Q1: 1,345 shares 1,345 $641K <0.01% +440 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,187 shares; 2024Q4: not reported; 2025Q1: 11,534 shares; 2025Q2: 28,990 shares; 2025Q3: 38,178 shares; 2025Q4: 43,232 shares; 2026Q1: 37,620 shares 37,620 $639K <0.01% -5,612 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,607 shares; 2025Q1: 5,552 shares; 2025Q2: 5,424 shares; 2025Q3: 5,541 shares; 2025Q4: 5,437 shares; 2026Q1: 4,443 shares 4,443 $639K <0.01% -994 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 8,174 shares; 2025Q1: 7,575 shares; 2025Q2: 7,395 shares; 2025Q3: 8,004 shares; 2025Q4: 6,728 shares; 2026Q1: 5,247 shares 5,247 $638K <0.01% -1,481 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 6,910 shares; 2025Q1: 7,260 shares; 2025Q2: 9,293 shares; 2025Q3: 8,073 shares; 2025Q4: 7,561 shares; 2026Q1: 7,407 shares 7,407 $637K <0.01% -154 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,278 shares; 2025Q2: 10,278 shares; 2025Q3: 10,278 shares; 2025Q4: 14,881 shares; 2026Q1: 15,023 shares 15,023 $636K <0.01% +142 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,009 shares; 2024Q4: 17,009 shares; 2025Q1: 23,671 shares; 2025Q2: 25,950 shares; 2025Q3: 27,354 shares; 2025Q4: 27,938 shares; 2026Q1: 27,693 shares 27,693 $636K <0.01% -245 Timeline LUXE LUXEXPERIENCE BV More: the full row for LUXEXPERIENCE BV Quarterly shares; oldest to 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: 79,400 shares 79,400 $635K <0.01% new Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,386 shares; 2025Q1: 75,929 shares; 2025Q2: 68,965 shares; 2025Q3: 65,917 shares; 2025Q4: 42,138 shares; 2026Q1: 44,565 shares 44,565 $635K <0.01% +2,427 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 5,400 shares; 2025Q1: 5,639 shares; 2025Q2: 5,576 shares; 2025Q3: 5,947 shares; 2025Q4: 5,859 shares; 2026Q1: 8,000 shares 8,000 $634K <0.01% +2,141 Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,253 shares; 2024Q4: 19,829 shares; 2025Q1: 20,470 shares; 2025Q2: 14,261 shares; 2025Q3: 17,308 shares; 2025Q4: 17,600 shares; 2026Q1: 28,988 shares 28,988 $633K <0.01% +11,388 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,768 shares; 2024Q4: 91,506 shares; 2025Q1: 91,142 shares; 2025Q2: 90,304 shares; 2025Q3: 8,837 shares; 2025Q4: 9,227 shares; 2026Q1: 8,689 shares 8,689 $633K <0.01% -538 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 744 shares; 2025Q1: 770 shares; 2025Q2: 1,317 shares; 2025Q3: 1,364 shares; 2025Q4: 1,633 shares; 2026Q1: 1,761 shares 1,761 $632K <0.01% +128 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,457 shares; 2024Q4: 9,996 shares; 2025Q1: 9,374 shares; 2025Q2: 10,010 shares; 2025Q3: 10,877 shares; 2025Q4: 11,268 shares; 2026Q1: 11,573 shares 11,573 $632K <0.01% +305 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 4,672 shares; 2025Q1: 4,449 shares; 2025Q2: 4,032 shares; 2025Q3: 3,894 shares; 2025Q4: 3,958 shares; 2026Q1: 3,853 shares 3,853 $632K <0.01% -105 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,610 shares; 2025Q1: 22,487 shares; 2025Q2: 22,487 shares; 2025Q3: 21,406 shares; 2025Q4: 14,257 shares; 2026Q1: 14,257 shares 14,257 $631K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,078 shares; 2025Q1: 2,787 shares; 2025Q2: 2,945 shares; 2025Q3: 3,146 shares; 2025Q4: 2,722 shares; 2026Q1: 1,670 shares 1,670 $631K <0.01% -1,052 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 946 shares; 2025Q4: 1,099 shares; 2026Q1: 1,958 shares 1,958 $629K <0.01% +859 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,105 shares; 2025Q1: 19,107 shares; 2025Q2: 19,115 shares; 2025Q3: 18,505 shares; 2025Q4: 18,505 shares; 2026Q1: 18,505 shares 18,505 $629K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,247 shares; 2025Q1: 1,401 shares; 2025Q2: 1,273 shares; 2025Q3: 1,465 shares; 2025Q4: 1,371 shares; 2026Q1: 1,200 shares 1,200 $628K <0.01% -171 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,339 shares; 2024Q4: 10,375 shares; 2025Q1: 10,375 shares; 2025Q2: 10,515 shares; 2025Q3: 10,561 shares; 2025Q4: 10,530 shares; 2026Q1: 10,460 shares 10,460 $627K <0.01% -70 Timeline FINX 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: 7,391 shares; 2024Q4: 8,927 shares; 2025Q1: 9,865 shares; 2025Q2: 11,514 shares; 2025Q3: 11,832 shares; 2025Q4: 32,267 shares; 2026Q1: 27,047 shares 27,047 $625K <0.01% -5,220 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,643 shares; 2024Q4: 37,581 shares; 2025Q1: 35,122 shares; 2025Q2: 38,464 shares; 2025Q3: 37,900 shares; 2025Q4: 38,960 shares; 2026Q1: 34,129 shares 34,129 $624K <0.01% -4,831 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,832 shares; 2025Q3: 4,767 shares; 2025Q4: 4,458 shares; 2026Q1: 4,649 shares 4,649 $624K <0.01% +191 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,495 shares; 2024Q4: 20,424 shares; 2025Q1: 18,084 shares; 2025Q2: 18,943 shares; 2025Q3: 16,795 shares; 2025Q4: 15,339 shares; 2026Q1: 15,327 shares 15,327 $622K <0.01% -12 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 6,188 shares; 2025Q1: 5,982 shares; 2025Q2: 5,657 shares; 2025Q3: 5,715 shares; 2025Q4: 4,681 shares; 2026Q1: 6,486 shares 6,486 $622K <0.01% +1,805 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,947 shares; 2024Q4: 19,312 shares; 2025Q1: 5,434 shares; 2025Q2: 4,607 shares; 2025Q3: 4,023 shares; 2025Q4: 3,903 shares; 2026Q1: 3,781 shares 3,781 $621K <0.01% -122 Timeline SAWG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,950 shares; 2024Q4: 29,750 shares; 2025Q1: 29,750 shares; 2025Q2: 29,750 shares; 2025Q3: 29,900 shares; 2025Q4: 29,900 shares; 2026Q1: 29,900 shares 29,900 $619K <0.01% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 24,450 shares; 2025Q1: 21,308 shares; 2025Q2: 20,931 shares; 2025Q3: 15,726 shares; 2025Q4: 14,513 shares; 2026Q1: 14,569 shares 14,569 $618K <0.01% +56 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,796 shares; 2025Q1: 1,388 shares; 2025Q2: 1,529 shares; 2025Q3: 1,401 shares; 2025Q4: 1,482 shares; 2026Q1: 2,123 shares 2,123 $618K <0.01% +641 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,551 shares; 2024Q4: 17,037 shares; 2025Q1: 11,388 shares; 2025Q2: 11,534 shares; 2025Q3: 21,401 shares; 2025Q4: 19,975 shares; 2026Q1: 24,459 shares 24,459 $617K <0.01% +4,484 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 12,160 shares; 2025Q1: 12,200 shares; 2025Q2: 10,210 shares; 2025Q3: 10,453 shares; 2025Q4: 10,468 shares; 2026Q1: 10,413 shares 10,413 $615K <0.01% -55 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,706 shares; 2024Q4: 166,421 shares; 2025Q1: 12,781 shares; 2025Q2: 42,341 shares; 2025Q3: 69,157 shares; 2025Q4: 92,067 shares; 2026Q1: 93,133 shares 93,133 $615K <0.01% +1,066 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,847 shares; 2024Q4: 286,078 shares; 2025Q1: 220,515 shares; 2025Q2: 318,923 shares; 2025Q3: 196,490 shares; 2025Q4: 139,143 shares; 2026Q1: 77,177 shares 77,177 $613K <0.01% -61,966 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,384 shares 45,384 $612K <0.01% new Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,769 shares 22,769 $611K <0.01% new Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,526 shares 14,526 $609K <0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,704 shares; 2024Q4: 48,701 shares; 2025Q1: 3,310 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,827 shares; 2026Q1: 14,126 shares 14,126 $608K <0.01% +9,299 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 4,457 shares; 2025Q1: 4,752 shares; 2025Q2: 6,123 shares; 2025Q3: 6,206 shares; 2025Q4: 7,746 shares; 2026Q1: 7,962 shares 7,962 $608K <0.01% +216 Timeline IBMT 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: 23,611 shares; 2026Q1: 23,680 shares 23,680 $608K <0.01% +69 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,179 shares; 2024Q4: 14,956 shares; 2025Q1: 15,312 shares; 2025Q2: 15,922 shares; 2025Q3: 15,736 shares; 2025Q4: 15,559 shares; 2026Q1: 15,137 shares 15,137 $608K <0.01% -422 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,075 shares 23,075 $606K <0.01% new Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,160 shares 48,160 $605K <0.01% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,533 shares; 2025Q1: 3,283 shares; 2025Q2: 4,683 shares; 2025Q3: 6,628 shares; 2025Q4: 7,255 shares; 2026Q1: 6,820 shares 6,820 $604K <0.01% -435 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,213 shares 4,213 $601K <0.01% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 6,926 shares; 2025Q1: 7,344 shares; 2025Q2: 9,284 shares; 2025Q3: 9,668 shares; 2025Q4: 2,865 shares; 2026Q1: 4,223 shares 4,223 $600K <0.01% +1,358 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,044 shares; 2025Q4: 8,861 shares; 2026Q1: 17,642 shares 17,642 $600K <0.01% +8,781 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,824 shares; 2024Q4: 33,709 shares; 2025Q1: 34,882 shares; 2025Q2: 35,825 shares; 2025Q3: 39,173 shares; 2025Q4: 22,955 shares; 2026Q1: 24,667 shares 24,667 $600K <0.01% +1,712 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,988 shares; 2024Q4: 72,884 shares; 2025Q1: 71,000 shares; 2025Q2: 70,700 shares; 2025Q3: 47,300 shares; 2025Q4: 47,300 shares; 2026Q1: 47,300 shares 47,300 $599K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,505 shares; 2025Q1: 15,867 shares; 2025Q2: 19,948 shares; 2025Q3: 22,671 shares; 2025Q4: 23,059 shares; 2026Q1: 24,010 shares 24,010 $598K <0.01% +951 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,636 shares; 2024Q4: 13,657 shares; 2025Q1: 298,952 shares; 2025Q2: 11,757 shares; 2025Q3: 18,938 shares; 2025Q4: 27,281 shares; 2026Q1: 24,087 shares 24,087 $597K <0.01% -3,194 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,096 shares; 2025Q1: 7,223 shares; 2025Q2: 7,244 shares; 2025Q3: 9,079 shares; 2025Q4: 9,604 shares; 2026Q1: 10,714 shares 10,714 $596K <0.01% +1,110 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 1,999 shares; 2025Q1: 2,003 shares; 2025Q2: 1,586 shares; 2025Q3: 2,506 shares; 2025Q4: 2,728 shares; 2026Q1: 2,370 shares 2,370 $596K <0.01% -358 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,247 shares; 2026Q1: 19,689 shares 19,689 $594K <0.01% -7,558 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,554 shares 41,554 $594K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,794 shares; 2024Q4: 17,609 shares; 2025Q1: 16,431 shares; 2025Q2: 16,273 shares; 2025Q3: 16,043 shares; 2025Q4: 13,846 shares; 2026Q1: 5,763 shares 5,763 $592K <0.01% -8,083 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,125 shares 7,125 $592K <0.01% new Timeline CLOU 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: 18,972 shares; 2024Q4: 20,900 shares; 2025Q1: 21,200 shares; 2025Q2: 24,702 shares; 2025Q3: 25,082 shares; 2025Q4: 26,953 shares; 2026Q1: 30,295 shares 30,295 $591K <0.01% +3,342 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,467 shares; 2025Q1: 1,359 shares; 2025Q2: 3,007 shares; 2025Q3: 6,227 shares; 2025Q4: 5,596 shares; 2026Q1: 1,878 shares 1,878 $590K <0.01% -3,718 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 15,500 shares; 2025Q1: 15,300 shares; 2025Q2: 60,536 shares; 2025Q3: 98,842 shares; 2025Q4: 111,486 shares; 2026Q1: 127,114 shares 127,114 $589K <0.01% +15,628 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,687 shares; 2025Q1: 4,261 shares; 2025Q2: 4,001 shares; 2025Q3: 3,969 shares; 2025Q4: 3,704 shares; 2026Q1: 3,698 shares 3,698 $588K <0.01% -6 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,524 shares; 2026Q1: 13,524 shares 13,524 $587K <0.01% 0 Timeline SDVD 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: 20,787 shares; 2024Q4: 21,547 shares; 2025Q1: 25,551 shares; 2025Q2: 25,453 shares; 2025Q3: 26,090 shares; 2025Q4: 26,690 shares; 2026Q1: 26,982 shares 26,982 $586K <0.01% +292 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,375 shares; 2024Q4: 37,747 shares; 2025Q1: 37,363 shares; 2025Q2: 41,240 shares; 2025Q3: 41,983 shares; 2025Q4: 47,174 shares; 2026Q1: 38,927 shares 38,927 $585K <0.01% -8,247 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: 2,234 shares; 2025Q3: 1,459 shares; 2025Q4: 2,677 shares; 2026Q1: 2,298 shares 2,298 $585K <0.01% -379 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,073 shares; 2024Q4: 42,445 shares; 2025Q1: 42,699 shares; 2025Q2: 58,579 shares; 2025Q3: 53,810 shares; 2025Q4: 55,684 shares; 2026Q1: 55,954 shares 55,954 $584K <0.01% +270 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,140 shares; 2025Q1: 3,246 shares; 2025Q2: 4,876 shares; 2025Q3: 6,945 shares; 2025Q4: 7,747 shares; 2026Q1: 7,504 shares 7,504 $581K <0.01% -243 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,156 shares; 2024Q4: 16,231 shares; 2025Q1: 15,981 shares; 2025Q2: 21,235 shares; 2025Q3: 20,921 shares; 2025Q4: 16,323 shares; 2026Q1: 16,167 shares 16,167 $580K <0.01% -156 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,325 shares; 2026Q1: 27,964 shares 27,964 $579K <0.01% -15,361 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,287 shares; 2025Q3: 4,661 shares; 2025Q4: 4,162 shares; 2026Q1: 2,312 shares 2,312 $579K <0.01% -1,850 Timeline BKLN 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: 16,976 shares; 2024Q4: 14,634 shares; 2025Q1: 21,900 shares; 2025Q2: 38,238 shares; 2025Q3: 26,035 shares; 2025Q4: 28,733 shares; 2026Q1: 28,358 shares 28,358 $579K <0.01% -375 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 8,937 shares; 2025Q1: 8,954 shares; 2025Q2: 7,270 shares; 2025Q3: 14,981 shares; 2025Q4: 16,138 shares; 2026Q1: 15,787 shares 15,787 $579K <0.01% -351 Timeline GFEB 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: 6,540 shares; 2024Q4: 5,872 shares; 2025Q1: 8,714 shares; 2025Q2: 8,661 shares; 2025Q3: 8,596 shares; 2025Q4: 8,596 shares; 2026Q1: 14,069 shares 14,069 $578K <0.01% +5,473 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,151 shares; 2025Q1: 7,482 shares; 2025Q2: 6,307 shares; 2025Q3: 6,749 shares; 2025Q4: 6,390 shares; 2026Q1: 4,355 shares 4,355 $577K <0.01% -2,035 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,742 shares 6,742 $577K <0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,405 shares; 2024Q4: 17,122 shares; 2025Q1: 9,762 shares; 2025Q2: 10,042 shares; 2025Q3: 33,323 shares; 2025Q4: 9,759 shares; 2026Q1: 10,778 shares 10,778 $576K <0.01% +1,019 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 6,141 shares; 2025Q1: 5,809 shares; 2025Q2: 5,669 shares; 2025Q3: 5,181 shares; 2025Q4: 10,713 shares; 2026Q1: 11,012 shares 11,012 $576K <0.01% +299 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,559 shares; 2024Q4: 17,480 shares; 2025Q1: 37,046 shares; 2025Q2: 37,623 shares; 2025Q3: 29,960 shares; 2025Q4: 22,586 shares; 2026Q1: 18,208 shares 18,208 $575K <0.01% -4,378 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,394 shares; 2024Q4: 112,713 shares; 2025Q1: 108,109 shares; 2025Q2: 95,871 shares; 2025Q3: 97,456 shares; 2025Q4: 58,727 shares; 2026Q1: 54,318 shares 54,318 $575K <0.01% -4,409 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 10,062 shares; 2025Q1: 10,264 shares; 2025Q2: 10,300 shares; 2025Q3: 10,320 shares; 2025Q4: 10,350 shares; 2026Q1: 10,195 shares 10,195 $575K <0.01% -155 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,248 shares; 2026Q1: 10,847 shares 10,847 $573K <0.01% -7,401 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,405 shares; 2025Q4: 5,827 shares; 2026Q1: 6,187 shares 6,187 $572K <0.01% +360 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,989 shares; 2024Q4: 14,863 shares; 2025Q1: 14,306 shares; 2025Q2: 13,469 shares; 2025Q3: 11,811 shares; 2025Q4: 11,485 shares; 2026Q1: 10,716 shares 10,716 $572K <0.01% -769 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,101 shares; 2024Q4: 14,579 shares; 2025Q1: 14,474 shares; 2025Q2: 14,807 shares; 2025Q3: 16,358 shares; 2025Q4: 17,899 shares; 2026Q1: 12,845 shares 12,845 $571K <0.01% -5,054 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,800 shares; 2026Q1: 11,204 shares 11,204 $571K <0.01% +2,404 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,366 shares; 2025Q1: 2,369 shares; 2025Q2: 2,540 shares; 2025Q3: 2,431 shares; 2025Q4: 3,402 shares; 2026Q1: 3,489 shares 3,489 $570K <0.01% +87 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,174 shares; 2024Q4: 15,110 shares; 2025Q1: 14,664 shares; 2025Q2: 13,567 shares; 2025Q3: 14,085 shares; 2025Q4: 11,200 shares; 2026Q1: 10,314 shares 10,314 $570K <0.01% -886 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,945 shares; 2024Q4: 11,269 shares; 2025Q1: 11,519 shares; 2025Q2: 12,490 shares; 2025Q3: 9,288 shares; 2025Q4: 6,460 shares; 2026Q1: 6,611 shares 6,611 $570K <0.01% +151 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,030 shares; 2024Q4: 17,200 shares; 2025Q1: 10,876 shares; 2025Q2: 11,279 shares; 2025Q3: 9,879 shares; 2025Q4: 11,284 shares; 2026Q1: 8,211 shares 8,211 $568K <0.01% -3,073 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,481 shares; 2024Q4: 24,802 shares; 2025Q1: 20,988 shares; 2025Q2: 21,167 shares; 2025Q3: 21,136 shares; 2025Q4: 24,291 shares; 2026Q1: 19,524 shares 19,524 $567K <0.01% -4,767 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,916 shares; 2026Q1: 109,427 shares 109,427 $564K <0.01% +98,511 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 14,577 shares; 2025Q1: 13,120 shares; 2025Q2: 15,112 shares; 2025Q3: 15,829 shares; 2025Q4: 16,395 shares; 2026Q1: 15,942 shares 15,942 $561K <0.01% -453 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,220 shares; 2024Q4: 18,702 shares; 2025Q1: 15,703 shares; 2025Q2: 12,571 shares; 2025Q3: 11,651 shares; 2025Q4: 9,473 shares; 2026Q1: 7,512 shares 7,512 $560K <0.01% -1,961 Timeline LIT 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: 13,013 shares; 2024Q4: 13,061 shares; 2025Q1: 12,214 shares; 2025Q2: 6,214 shares; 2025Q3: 6,115 shares; 2025Q4: 5,043 shares; 2026Q1: 7,524 shares 7,524 $559K <0.01% +2,481 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,337 shares; 2025Q3: 14,125 shares; 2025Q4: 22,704 shares; 2026Q1: 20,001 shares 20,001 $559K <0.01% -2,703 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,693 shares; 2026Q1: 11,193 shares 11,193 $558K <0.01% +5,500 Timeline RSPD 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: 61,448 shares; 2024Q4: 61,127 shares; 2025Q1: 61,297 shares; 2025Q2: 12,824 shares; 2025Q3: 12,128 shares; 2025Q4: 11,733 shares; 2026Q1: 10,411 shares 10,411 $557K <0.01% -1,322 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,494 shares; 2024Q4: 27,740 shares; 2025Q1: 38,962 shares; 2025Q2: 42,876 shares; 2025Q3: 49,510 shares; 2025Q4: 68,606 shares; 2026Q1: 107,738 shares 107,738 $557K <0.01% +39,132 Timeline CLOB 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: 11,143 shares 11,143 $557K <0.01% new Timeline HYFI 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: 10,120 shares; 2024Q4: 10,354 shares; 2025Q1: 10,261 shares; 2025Q2: 10,215 shares; 2025Q3: 14,071 shares; 2025Q4: 15,214 shares; 2026Q1: 14,938 shares 14,938 $556K <0.01% -276 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,320 shares; 2025Q3: 4,404 shares; 2025Q4: 4,265 shares; 2026Q1: 4,043 shares 4,043 $554K <0.01% -222 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,041 shares; 2024Q4: 8,582 shares; 2025Q1: 8,257 shares; 2025Q2: 5,625 shares; 2025Q3: 5,520 shares; 2025Q4: 5,360 shares; 2026Q1: 5,059 shares 5,059 $554K <0.01% -301 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,516 shares; 2024Q4: 9,516 shares; 2025Q1: 9,516 shares; 2025Q2: 9,516 shares; 2025Q3: 10,696 shares; 2025Q4: 10,696 shares; 2026Q1: 10,696 shares 10,696 $554K <0.01% 0 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,561 shares; 2025Q1: 12,436 shares; 2025Q2: 9,825 shares; 2025Q3: not reported; 2025Q4: 8,777 shares; 2026Q1: 22,347 shares 22,347 $553K <0.01% +13,570 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,604 shares; 2024Q4: 18,039 shares; 2025Q1: 17,250 shares; 2025Q2: 17,283 shares; 2025Q3: 16,085 shares; 2025Q4: 16,342 shares; 2026Q1: 21,969 shares 21,969 $553K <0.01% +5,627 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,431 shares; 2024Q4: 19,329 shares; 2025Q1: 22,485 shares; 2025Q2: 28,475 shares; 2025Q3: 28,154 shares; 2025Q4: 28,915 shares; 2026Q1: 18,690 shares 18,690 $551K <0.01% -10,225 Timeline EMDV 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: 5,471 shares; 2024Q4: 5,363 shares; 2025Q1: 5,456 shares; 2025Q2: 11,662 shares; 2025Q3: 12,082 shares; 2025Q4: 12,034 shares; 2026Q1: 12,040 shares 12,040 $551K <0.01% +6 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,330 shares; 2024Q4: 14,913 shares; 2025Q1: 18,343 shares; 2025Q2: 30,451 shares; 2025Q3: 31,249 shares; 2025Q4: 30,183 shares; 2026Q1: 29,619 shares 29,619 $551K <0.01% -564 Timeline PSCQ 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: 19,713 shares; 2024Q4: 25,174 shares; 2025Q1: 25,209 shares; 2025Q2: 20,429 shares; 2025Q3: 20,429 shares; 2025Q4: 20,429 shares; 2026Q1: 19,013 shares 19,013 $550K <0.01% -1,416 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 4,896 shares; 2025Q1: 4,773 shares; 2025Q2: 4,466 shares; 2025Q3: 5,561 shares; 2025Q4: 9,520 shares; 2026Q1: 9,284 shares 9,284 $548K <0.01% -236 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,073 shares; 2025Q4: 15,669 shares; 2026Q1: 18,394 shares 18,394 $547K <0.01% +2,725 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 9,316 shares; 2025Q1: 9,316 shares; 2025Q2: 9,316 shares; 2025Q3: 9,990 shares; 2025Q4: 9,990 shares; 2026Q1: 9,990 shares 9,990 $547K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,021 shares; 2024Q4: 29,451 shares; 2025Q1: 21,251 shares; 2025Q2: 21,487 shares; 2025Q3: 22,714 shares; 2025Q4: 23,626 shares; 2026Q1: 29,457 shares 29,457 $546K <0.01% +5,831 Timeline EXI 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: 14,713 shares; 2024Q4: 14,509 shares; 2025Q1: 14,019 shares; 2025Q2: 10,878 shares; 2025Q3: 11,975 shares; 2025Q4: 3,152 shares; 2026Q1: 3,013 shares 3,013 $545K <0.01% -139 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,813 shares; 2025Q1: 5,663 shares; 2025Q2: 6,272 shares; 2025Q3: 6,882 shares; 2025Q4: 7,350 shares; 2026Q1: 7,510 shares 7,510 $545K <0.01% +160 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: not reported; 2025Q1: 7,366 shares; 2025Q2: 12,087 shares; 2025Q3: 18,895 shares; 2025Q4: 14,279 shares; 2026Q1: 14,854 shares 14,854 $544K <0.01% +575 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,399 shares; 2024Q4: 62,340 shares; 2025Q1: 62,759 shares; 2025Q2: 64,587 shares; 2025Q3: 59,798 shares; 2025Q4: 52,167 shares; 2026Q1: 22,870 shares 22,870 $542K <0.01% -29,297 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,830 shares 12,830 $541K <0.01% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,209 shares; 2025Q1: 28,741 shares; 2025Q2: not reported; 2025Q3: 14,054 shares; 2025Q4: 14,651 shares; 2026Q1: 17,602 shares 17,602 $541K <0.01% +2,951 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 9,172 shares; 2025Q1: 9,972 shares; 2025Q2: 19,615 shares; 2025Q3: 13,689 shares; 2025Q4: 13,721 shares; 2026Q1: 12,921 shares 12,921 $539K <0.01% -800 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,594 shares; 2024Q4: 23,066 shares; 2025Q1: 23,740 shares; 2025Q2: 11,805 shares; 2025Q3: 9,565 shares; 2025Q4: 7,709 shares; 2026Q1: 7,129 shares 7,129 $538K <0.01% -580 Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,089 shares; 2024Q4: 121,094 shares; 2025Q1: 121,090 shares; 2025Q2: 121,140 shares; 2025Q3: 91,020 shares; 2025Q4: 91,020 shares; 2026Q1: 91,037 shares 91,037 $537K <0.01% +17 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,692 shares; 2025Q4: 4,853 shares; 2026Q1: 8,494 shares 8,494 $536K <0.01% +3,641 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 3,253 shares; 2025Q1: 3,173 shares; 2025Q2: 3,539 shares; 2025Q3: 4,116 shares; 2025Q4: 4,079 shares; 2026Q1: 3,762 shares 3,762 $536K <0.01% -317 Timeline EMTL 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: 7,169 shares; 2024Q4: 7,333 shares; 2025Q1: 7,483 shares; 2025Q2: 6,964 shares; 2025Q3: 6,852 shares; 2025Q4: 7,042 shares; 2026Q1: 12,543 shares 12,543 $534K <0.01% +5,501 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 4,205 shares; 2025Q1: 3,689 shares; 2025Q2: 5,114 shares; 2025Q3: 5,854 shares; 2025Q4: 4,705 shares; 2026Q1: 4,008 shares 4,008 $534K <0.01% -697 Timeline OXY/WS 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: 72,439 shares; 2024Q4: 17,020 shares; 2025Q1: 14,020 shares; 2025Q2: 13,366 shares; 2025Q3: 13,998 shares; 2025Q4: 13,253 shares; 2026Q1: 12,366 shares 12,366 $531K <0.01% -887 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,389 shares; 2024Q4: 44,787 shares; 2025Q1: 43,515 shares; 2025Q2: 44,164 shares; 2025Q3: 43,027 shares; 2025Q4: 58,571 shares; 2026Q1: 55,678 shares 55,678 $530K <0.01% -2,893 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,937 shares 32,937 $529K <0.01% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 5,304 shares; 2025Q1: 6,308 shares; 2025Q2: 8,077 shares; 2025Q3: 7,705 shares; 2025Q4: 7,705 shares; 2026Q1: 10,915 shares 10,915 $529K <0.01% +3,210 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,335 shares; 2025Q1: 4,075 shares; 2025Q2: 5,218 shares; 2025Q3: 4,868 shares; 2025Q4: 4,974 shares; 2026Q1: 6,325 shares 6,325 $529K <0.01% +1,351 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,062 shares 14,062 $528K <0.01% new Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,544 shares; 2025Q1: 3,547 shares; 2025Q2: 4,471 shares; 2025Q3: 3,966 shares; 2025Q4: 3,622 shares; 2026Q1: 3,534 shares 3,534 $527K <0.01% -88 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,305 shares; 2025Q3: 15,155 shares; 2025Q4: 14,709 shares; 2026Q1: 10,309 shares 10,309 $526K <0.01% -4,400 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 6,191 shares; 2025Q1: 6,191 shares; 2025Q2: 6,571 shares; 2025Q3: 6,571 shares; 2025Q4: 6,571 shares; 2026Q1: 10,418 shares 10,418 $525K <0.01% +3,847 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,352 shares; 2024Q4: 7,712 shares; 2025Q1: 9,247 shares; 2025Q2: 8,394 shares; 2025Q3: 6,986 shares; 2025Q4: 6,712 shares; 2026Q1: 9,400 shares 9,400 $525K <0.01% +2,688 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,935 shares; 2026Q1: 18,427 shares 18,427 $522K <0.01% -508 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,762 shares; 2024Q4: 51,409 shares; 2025Q1: 41,116 shares; 2025Q2: 22,139 shares; 2025Q3: 12,622 shares; 2025Q4: 13,690 shares; 2026Q1: 19,676 shares 19,676 $522K <0.01% +5,986 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,004 shares; 2024Q4: 19,939 shares; 2025Q1: 6,144 shares; 2025Q2: 6,989 shares; 2025Q3: 6,682 shares; 2025Q4: 8,243 shares; 2026Q1: 6,309 shares 6,309 $522K <0.01% -1,934 Timeline EVIM 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: 4,241 shares; 2025Q4: 9,808 shares; 2026Q1: 9,920 shares 9,920 $521K <0.01% +112 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,254 shares; 2025Q1: 1,178 shares; 2025Q2: 1,621 shares; 2025Q3: 1,744 shares; 2025Q4: 2,378 shares; 2026Q1: 3,074 shares 3,074 $520K <0.01% +696 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,048 shares; 2025Q1: 23,235 shares; 2025Q2: 25,093 shares; 2025Q3: 24,620 shares; 2025Q4: 24,994 shares; 2026Q1: 24,214 shares 24,214 $519K <0.01% -780 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,483 shares; 2025Q1: 26,263 shares; 2025Q2: 25,211 shares; 2025Q3: 20,860 shares; 2025Q4: 17,962 shares; 2026Q1: 22,796 shares 22,796 $519K <0.01% +4,834 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,454 shares; 2024Q4: 38,117 shares; 2025Q1: 18,207 shares; 2025Q2: 37,353 shares; 2025Q3: 43,044 shares; 2025Q4: 46,317 shares; 2026Q1: 38,974 shares 38,974 $518K <0.01% -7,343 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,181 shares; 2026Q1: 37,636 shares 37,636 $518K <0.01% +10,455 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 3,640 shares; 2025Q1: 3,657 shares; 2025Q2: 1,933 shares; 2025Q3: 1,969 shares; 2025Q4: 2,206 shares; 2026Q1: 2,296 shares 2,296 $517K <0.01% +90 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,561 shares; 2025Q1: 1,821 shares; 2025Q2: 1,845 shares; 2025Q3: 4,052 shares; 2025Q4: 3,623 shares; 2026Q1: 1,951 shares 1,951 $517K <0.01% -1,672 Timeline KCE 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: 1,756 shares; 2024Q4: 2,999 shares; 2025Q1: 3,393 shares; 2025Q2: 3,648 shares; 2025Q3: 3,701 shares; 2025Q4: 3,813 shares; 2026Q1: 3,751 shares 3,751 $516K <0.01% -62 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,610 shares; 2024Q4: 42,878 shares; 2025Q1: 29,680 shares; 2025Q2: 33,407 shares; 2025Q3: 33,752 shares; 2025Q4: 29,614 shares; 2026Q1: 34,331 shares 34,331 $516K <0.01% +4,717 Timeline FSCS 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: 6,058 shares; 2025Q3: 9,767 shares; 2025Q4: 13,976 shares; 2026Q1: 14,635 shares 14,635 $515K <0.01% +659 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,514 shares; 2024Q4: 22,619 shares; 2025Q1: 23,345 shares; 2025Q2: 29,523 shares; 2025Q3: 24,210 shares; 2025Q4: 41,193 shares; 2026Q1: 44,907 shares 44,907 $515K <0.01% +3,714 Timeline IQM 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: 5,173 shares; 2024Q4: 5,173 shares; 2025Q1: 5,516 shares; 2025Q2: 5,516 shares; 2025Q3: 5,807 shares; 2025Q4: 5,807 shares; 2026Q1: 5,807 shares 5,807 $514K <0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 11,368 shares; 2025Q1: 12,519 shares; 2025Q2: 13,680 shares; 2025Q3: 14,937 shares; 2025Q4: 13,069 shares; 2026Q1: 13,102 shares 13,102 $513K <0.01% +33 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,817 shares; 2024Q4: 9,516 shares; 2025Q1: 9,358 shares; 2025Q2: 9,407 shares; 2025Q3: 9,602 shares; 2025Q4: 8,618 shares; 2026Q1: 6,794 shares 6,794 $512K <0.01% -1,824 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 6,874 shares; 2025Q1: 6,776 shares; 2025Q2: 6,380 shares; 2025Q3: 6,712 shares; 2025Q4: 6,697 shares; 2026Q1: 6,277 shares 6,277 $512K <0.01% -420 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 10,148 shares 10,148 $511K <0.01% +4,248 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 23,933 shares; 2025Q1: 5,379 shares; 2025Q2: 4,641 shares; 2025Q3: 10,964 shares; 2025Q4: 9,340 shares; 2026Q1: 10,220 shares 10,220 $511K <0.01% +880 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 2,027 shares; 2025Q1: not reported; 2025Q2: 3,467 shares; 2025Q3: 2,889 shares; 2025Q4: 4,603 shares; 2026Q1: 4,805 shares 4,805 $510K <0.01% +202 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,997 shares; 2024Q4: 198,018 shares; 2025Q1: 105,761 shares; 2025Q2: 97,855 shares; 2025Q3: 94,522 shares; 2025Q4: 6,769 shares; 2026Q1: 4,345 shares 4,345 $509K <0.01% -2,424 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,612 shares; 2025Q4: 8,573 shares; 2026Q1: 11,198 shares 11,198 $508K <0.01% +2,625 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS 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: 61,237 shares 61,237 $508K <0.01% new Timeline QUS 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: 2,736 shares; 2024Q4: 2,741 shares; 2025Q1: 2,801 shares; 2025Q2: 2,982 shares; 2025Q3: 3,042 shares; 2025Q4: 3,029 shares; 2026Q1: 2,959 shares 2,959 $508K <0.01% -70 Timeline RBLD 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: 2,836 shares; 2025Q3: 4,267 shares; 2025Q4: 5,650 shares; 2026Q1: 6,258 shares 6,258 $508K <0.01% +608 Timeline EZPZ FRANKLIN CRYPTO INDEX ETF More: the full row for FRANKLIN CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,833 shares; 2025Q4: 38,560 shares; 2026Q1: 29,448 shares 29,448 $507K <0.01% -9,112 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,393 shares; 2024Q4: 42,893 shares; 2025Q1: 42,571 shares; 2025Q2: 44,291 shares; 2025Q3: 44,216 shares; 2025Q4: 44,459 shares; 2026Q1: 48,718 shares 48,718 $507K <0.01% +4,259 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,646 shares; 2025Q3: 12,192 shares; 2025Q4: 19,189 shares; 2026Q1: 19,094 shares 19,094 $506K <0.01% -95 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,886 shares; 2024Q4: 37,316 shares; 2025Q1: 41,834 shares; 2025Q2: 42,725 shares; 2025Q3: 52,428 shares; 2025Q4: 48,757 shares; 2026Q1: 62,972 shares 62,972 $505K <0.01% +14,215 Timeline BSMU 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: 132,637 shares; 2025Q1: 11,687 shares; 2025Q2: not reported; 2025Q3: 17,973 shares; 2025Q4: 20,867 shares; 2026Q1: 23,149 shares 23,149 $505K <0.01% +2,282 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,804 shares; 2025Q1: 3,224 shares; 2025Q2: 5,546 shares; 2025Q3: 5,544 shares; 2025Q4: 5,361 shares; 2026Q1: 5,562 shares 5,562 $503K <0.01% +201 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,170 shares; 2024Q4: 15,833 shares; 2025Q1: not reported; 2025Q2: 8,522 shares; 2025Q3: 7,573 shares; 2025Q4: 7,710 shares; 2026Q1: 26,685 shares 26,685 $502K <0.01% +18,975 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,488 shares; 2025Q2: 17,839 shares; 2025Q3: 21,920 shares; 2025Q4: 23,797 shares; 2026Q1: 33,478 shares 33,478 $502K <0.01% +9,681 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 8,533 shares; 2025Q1: 8,384 shares; 2025Q2: 8,709 shares; 2025Q3: 3,337 shares; 2025Q4: 3,389 shares; 2026Q1: 2,878 shares 2,878 $499K <0.01% -511 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 19,820 shares; 2025Q1: 19,820 shares; 2025Q2: 19,381 shares; 2025Q3: 19,381 shares; 2025Q4: 19,515 shares; 2026Q1: 15,848 shares 15,848 $499K <0.01% -3,667 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,851 shares; 2024Q4: 26,752 shares; 2025Q1: 24,864 shares; 2025Q2: 24,836 shares; 2025Q3: 25,502 shares; 2025Q4: 29,190 shares; 2026Q1: 29,808 shares 29,808 $498K <0.01% +618 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,962 shares; 2024Q4: 21,522 shares; 2025Q1: 20,338 shares; 2025Q2: 19,423 shares; 2025Q3: 22,202 shares; 2025Q4: 18,073 shares; 2026Q1: 24,134 shares 24,134 $498K <0.01% +6,061 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,675 shares; 2024Q4: 36,297 shares; 2025Q1: 31,302 shares; 2025Q2: 38,792 shares; 2025Q3: 38,657 shares; 2025Q4: 35,904 shares; 2026Q1: 33,067 shares 33,067 $498K <0.01% -2,837 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,096 shares; 2024Q4: 12,088 shares; 2025Q1: 11,646 shares; 2025Q2: 11,462 shares; 2025Q3: 11,912 shares; 2025Q4: 11,895 shares; 2026Q1: 11,792 shares 11,792 $497K <0.01% -103 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,333 shares; 2024Q4: 5,045 shares; 2025Q1: 2,990 shares; 2025Q2: 6,376 shares; 2025Q3: 23,840 shares; 2025Q4: 9,351 shares; 2026Q1: 8,765 shares 8,765 $495K <0.01% -586 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,527 shares; 2024Q4: 26,145 shares; 2025Q1: 35,668 shares; 2025Q2: 31,888 shares; 2025Q3: 34,545 shares; 2025Q4: 34,285 shares; 2026Q1: 32,989 shares 32,989 $494K <0.01% -1,296 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 8,486 shares; 2025Q1: 9,574 shares; 2025Q2: 14,998 shares; 2025Q3: 10,153 shares; 2025Q4: 8,728 shares; 2026Q1: 9,212 shares 9,212 $493K <0.01% +484 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,878 shares; 2024Q4: 15,714 shares; 2025Q1: 9,368 shares; 2025Q2: 13,140 shares; 2025Q3: 9,597 shares; 2025Q4: 7,331 shares; 2026Q1: 11,853 shares 11,853 $493K <0.01% +4,522 Timeline GHYG 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: 7,012 shares; 2024Q4: 7,187 shares; 2025Q1: 7,942 shares; 2025Q2: 7,936 shares; 2025Q3: 7,904 shares; 2025Q4: 6,974 shares; 2026Q1: 10,922 shares 10,922 $493K <0.01% +3,948 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,500 shares; 2025Q1: 6,519 shares; 2025Q2: 6,547 shares; 2025Q3: 6,675 shares; 2025Q4: 6,850 shares; 2026Q1: 6,868 shares 6,868 $493K <0.01% +18 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,130 shares; 2024Q4: 25,854 shares; 2025Q1: 24,501 shares; 2025Q2: 24,791 shares; 2025Q3: 27,617 shares; 2025Q4: 25,191 shares; 2026Q1: 25,961 shares 25,961 $492K <0.01% +770 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,072 shares; 2025Q1: 3,378 shares; 2025Q2: 3,723 shares; 2025Q3: 3,478 shares; 2025Q4: 8,244 shares; 2026Q1: 3,786 shares 3,786 $491K <0.01% -4,458 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,645 shares; 2024Q4: 12,640 shares; 2025Q1: 12,680 shares; 2025Q2: 17,406 shares; 2025Q3: 20,694 shares; 2025Q4: 15,675 shares; 2026Q1: 10,002 shares 10,002 $489K <0.01% -5,673 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to 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: 10,587 shares; 2026Q1: 16,766 shares 16,766 $488K <0.01% +6,179 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,624 shares; 2025Q3: 9,473 shares; 2025Q4: 10,109 shares; 2026Q1: 10,937 shares 10,937 $487K <0.01% +828 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,507 shares; 2024Q4: 214,754 shares; 2025Q1: 210,816 shares; 2025Q2: 104,588 shares; 2025Q3: 112,252 shares; 2025Q4: 110,136 shares; 2026Q1: 16,631 shares 16,631 $485K <0.01% -93,505 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,885 shares; 2025Q1: 2,731 shares; 2025Q2: 3,385 shares; 2025Q3: 3,404 shares; 2025Q4: 3,247 shares; 2026Q1: 3,012 shares 3,012 $483K <0.01% -235 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,867 shares; 2025Q2: 31,902 shares; 2025Q3: 37,581 shares; 2025Q4: 103,893 shares; 2026Q1: 34,421 shares 34,421 $483K <0.01% -69,472 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,472 shares; 2025Q4: 3,555 shares; 2026Q1: 4,205 shares 4,205 $482K <0.01% +650 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 7,698 shares; 2025Q1: 6,334 shares; 2025Q2: 7,129 shares; 2025Q3: 9,010 shares; 2025Q4: 7,365 shares; 2026Q1: 8,022 shares 8,022 $482K <0.01% +657 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,131 shares; 2024Q4: 56,608 shares; 2025Q1: 50,307 shares; 2025Q2: 115,230 shares; 2025Q3: 137,157 shares; 2025Q4: 144,621 shares; 2026Q1: 56,758 shares 56,758 $480K <0.01% -87,863 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,386 shares; 2024Q4: 14,336 shares; 2025Q1: 14,336 shares; 2025Q2: 14,767 shares; 2025Q3: 10,527 shares; 2025Q4: 10,527 shares; 2026Q1: 9,882 shares 9,882 $479K <0.01% -645 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,673 shares; 2024Q4: 29,853 shares; 2025Q1: 34,596 shares; 2025Q2: 29,205 shares; 2025Q3: 13,190 shares; 2025Q4: 11,746 shares; 2026Q1: 14,763 shares 14,763 $478K <0.01% +3,017 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,709 shares; 2025Q4: 4,759 shares; 2026Q1: 5,154 shares 5,154 $478K <0.01% +395 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 7,431 shares; 2025Q1: 8,721 shares; 2025Q2: 13,047 shares; 2025Q3: 10,188 shares; 2025Q4: 8,971 shares; 2026Q1: 6,741 shares 6,741 $478K <0.01% -2,230 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,085 shares; 2024Q4: 79,578 shares; 2025Q1: 50,029 shares; 2025Q2: 47,857 shares; 2025Q3: 36,325 shares; 2025Q4: 43,717 shares; 2026Q1: 43,297 shares 43,297 $476K <0.01% -420 Timeline JSMD 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: 5,375 shares; 2024Q4: 5,375 shares; 2025Q1: 5,375 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,876 shares; 2026Q1: 6,001 shares 6,001 $476K <0.01% +125 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 9,698 shares; 2025Q1: 4,466 shares; 2025Q2: 11,929 shares; 2025Q3: 15,887 shares; 2025Q4: 17,253 shares; 2026Q1: 12,511 shares 12,511 $476K <0.01% -4,742 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,873 shares; 2025Q4: 9,988 shares; 2026Q1: 12,170 shares 12,170 $475K <0.01% +2,182 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,857 shares; 2025Q1: 2,527 shares; 2025Q2: 2,837 shares; 2025Q3: 2,907 shares; 2025Q4: 2,374 shares; 2026Q1: 2,247 shares 2,247 $475K <0.01% -127 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,650 shares; 2024Q4: 32,142 shares; 2025Q1: 31,942 shares; 2025Q2: 31,682 shares; 2025Q3: 30,272 shares; 2025Q4: 26,871 shares; 2026Q1: 25,278 shares 25,278 $475K <0.01% -1,593 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,535 shares 26,535 $473K <0.01% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,406 shares; 2026Q1: 2,725 shares 2,725 $473K <0.01% +1,319 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 8,179 shares; 2025Q1: 8,632 shares; 2025Q2: 9,092 shares; 2025Q3: 9,659 shares; 2025Q4: 11,176 shares; 2026Q1: 9,937 shares 9,937 $473K <0.01% -1,239 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,578 shares; 2024Q4: 16,749 shares; 2025Q1: 3,181 shares; 2025Q2: 29,331 shares; 2025Q3: 2,854 shares; 2025Q4: 3,026 shares; 2026Q1: 6,126 shares 6,126 $472K <0.01% +3,100 Timeline IEO 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: 5,521 shares; 2024Q4: 4,806 shares; 2025Q1: 5,383 shares; 2025Q2: 4,588 shares; 2025Q3: 4,176 shares; 2025Q4: 4,841 shares; 2026Q1: 3,782 shares 3,782 $472K <0.01% -1,059 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,459 shares; 2025Q3: 6,290 shares; 2025Q4: 5,093 shares; 2026Q1: 5,105 shares 5,105 $472K <0.01% +12 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,969 shares; 2024Q4: 19,555 shares; 2025Q1: 17,939 shares; 2025Q2: 16,612 shares; 2025Q3: 13,237 shares; 2025Q4: 12,402 shares; 2026Q1: 13,113 shares 13,113 $471K <0.01% +711 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,210 shares; 2024Q4: 8,979 shares; 2025Q1: 8,424 shares; 2025Q2: 8,757 shares; 2025Q3: 8,935 shares; 2025Q4: 9,784 shares; 2026Q1: 7,671 shares 7,671 $470K <0.01% -2,113 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,066 shares; 2024Q4: 13,652 shares; 2025Q1: 791 shares; 2025Q2: 944 shares; 2025Q3: 964 shares; 2025Q4: 1,054 shares; 2026Q1: 1,677 shares 1,677 $470K <0.01% +623 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,477 shares; 2024Q4: 37,919 shares; 2025Q1: 41,094 shares; 2025Q2: 41,636 shares; 2025Q3: 32,049 shares; 2025Q4: 31,664 shares; 2026Q1: 7,926 shares 7,926 $469K <0.01% -23,738 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,970 shares; 2026Q1: 3,025 shares 3,025 $469K <0.01% +55 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,319 shares; 2024Q4: 26,359 shares; 2025Q1: 6,192 shares; 2025Q2: 4,335 shares; 2025Q3: 5,278 shares; 2025Q4: 5,231 shares; 2026Q1: 4,972 shares 4,972 $468K <0.01% -259 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,684 shares 6,684 $467K <0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,451 shares; 2024Q4: 11,255 shares; 2025Q1: not reported; 2025Q2: 11,498 shares; 2025Q3: 22,347 shares; 2025Q4: 20,634 shares; 2026Q1: 18,975 shares 18,975 $466K <0.01% -1,659 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,587 shares; 2025Q1: 1,257 shares; 2025Q2: 1,508 shares; 2025Q3: 1,587 shares; 2025Q4: 1,314 shares; 2026Q1: 1,361 shares 1,361 $465K <0.01% +47 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,667 shares; 2025Q1: not reported; 2025Q2: 6,186 shares; 2025Q3: 6,033 shares; 2025Q4: 8,194 shares; 2026Q1: 10,893 shares 10,893 $464K <0.01% +2,699 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,707 shares; 2025Q1: 2,179 shares; 2025Q2: 2,329 shares; 2025Q3: 2,213 shares; 2025Q4: 2,381 shares; 2026Q1: 2,443 shares 2,443 $463K <0.01% +62 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,287 shares; 2025Q4: 9,901 shares; 2026Q1: 9,595 shares 9,595 $463K <0.01% -306 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 26,627 shares; 2025Q1: 25,039 shares; 2025Q2: 28,135 shares; 2025Q3: 29,755 shares; 2025Q4: 33,098 shares; 2026Q1: 6,260 shares 6,260 $463K <0.01% -26,838 Timeline SOXQ 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: 7,787 shares; 2025Q3: 7,765 shares; 2025Q4: 7,778 shares; 2026Q1: 7,731 shares 7,731 $462K <0.01% -47 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,385 shares; 2024Q4: 21,069 shares; 2025Q1: 21,894 shares; 2025Q2: 18,595 shares; 2025Q3: 17,884 shares; 2025Q4: 17,755 shares; 2026Q1: 19,985 shares 19,985 $461K <0.01% +2,230 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,307 shares; 2025Q1: 2,949 shares; 2025Q2: 2,513 shares; 2025Q3: 3,546 shares; 2025Q4: 3,801 shares; 2026Q1: 9,996 shares 9,996 $461K <0.01% +6,195 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,103 shares; 2025Q3: not reported; 2025Q4: 7,143 shares; 2026Q1: 9,803 shares 9,803 $461K <0.01% +2,660 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,303 shares; 2025Q3: 26,694 shares; 2025Q4: 23,012 shares; 2026Q1: 11,506 shares 11,506 $460K <0.01% -11,506 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,482 shares; 2025Q4: 5,376 shares; 2026Q1: 6,108 shares 6,108 $459K <0.01% +732 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,286 shares 12,286 $455K <0.01% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 10,964 shares; 2025Q1: 10,964 shares; 2025Q2: 10,791 shares; 2025Q3: 9,632 shares; 2025Q4: 9,634 shares; 2026Q1: 9,489 shares 9,489 $455K <0.01% -145 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,457 shares; 2025Q3: 5,568 shares; 2025Q4: 4,558 shares; 2026Q1: 4,790 shares 4,790 $453K <0.01% +232 Timeline BST 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: 17,137 shares; 2024Q4: 11,728 shares; 2025Q1: 12,229 shares; 2025Q2: 12,974 shares; 2025Q3: 11,581 shares; 2025Q4: 12,500 shares; 2026Q1: 12,442 shares 12,442 $452K <0.01% -58 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,792 shares; 2025Q4: 3,393 shares; 2026Q1: 4,465 shares 4,465 $452K <0.01% +1,072 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,071 shares; 2024Q4: 12,203 shares; 2025Q1: 25,021 shares; 2025Q2: 11,503 shares; 2025Q3: 12,505 shares; 2025Q4: 11,936 shares; 2026Q1: 12,058 shares 12,058 $451K <0.01% +122 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,094 shares; 2024Q4: 24,904 shares; 2025Q1: 19,332 shares; 2025Q2: 22,829 shares; 2025Q3: 24,771 shares; 2025Q4: 23,295 shares; 2026Q1: 14,149 shares 14,149 $450K <0.01% -9,146 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,313 shares; 2025Q1: 7,689 shares; 2025Q2: 7,333 shares; 2025Q3: 9,668 shares; 2025Q4: 9,471 shares; 2026Q1: 9,056 shares 9,056 $449K <0.01% -415 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,561 shares 6,561 $448K <0.01% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,810 shares; 2026Q1: 9,310 shares 9,310 $448K <0.01% +500 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,094 shares; 2026Q1: 61,358 shares 61,358 $447K <0.01% +264 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 9,432 shares; 2025Q1: 8,673 shares; 2025Q2: 9,706 shares; 2025Q3: 9,454 shares; 2025Q4: 9,685 shares; 2026Q1: 9,413 shares 9,413 $446K <0.01% -272 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,847 shares; 2025Q1: 5,502 shares; 2025Q2: 5,629 shares; 2025Q3: 5,786 shares; 2025Q4: 5,271 shares; 2026Q1: 2,519 shares 2,519 $445K <0.01% -2,752 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,186 shares; 2025Q1: 3,450 shares; 2025Q2: 1,348 shares; 2025Q3: 1,294 shares; 2025Q4: 1,666 shares; 2026Q1: 2,567 shares 2,567 $445K <0.01% +901 Timeline DFEV 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: not reported; 2025Q4: 12,823 shares; 2026Q1: 12,425 shares 12,425 $445K <0.01% -398 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,747 shares 8,747 $443K <0.01% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,564 shares; 2025Q1: not reported; 2025Q2: 25,256 shares; 2025Q3: 26,627 shares; 2025Q4: 29,226 shares; 2026Q1: 38,179 shares 38,179 $443K <0.01% +8,953 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,215 shares; 2026Q1: 2,287 shares 2,287 $443K <0.01% +72 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,717 shares; 2025Q4: not reported; 2026Q1: 9,033 shares 9,033 $443K <0.01% new Timeline BUFZ 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: 16,839 shares; 2025Q2: 16,839 shares; 2025Q3: 16,839 shares; 2025Q4: 16,839 shares; 2026Q1: 16,839 shares 16,839 $442K <0.01% 0 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,075 shares; 2025Q4: 21,180 shares; 2026Q1: 33,691 shares 33,691 $442K <0.01% +12,511 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 4,790 shares; 2025Q1: 4,618 shares; 2025Q2: 4,138 shares; 2025Q3: 3,962 shares; 2025Q4: not reported; 2026Q1: 2,429 shares 2,429 $442K <0.01% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,479 shares; 2025Q1: 2,623 shares; 2025Q2: 2,728 shares; 2025Q3: 12,449 shares; 2025Q4: 8,562 shares; 2026Q1: 1,490 shares 1,490 $440K <0.01% -7,072 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,486 shares; 2025Q4: 13,499 shares; 2026Q1: 15,187 shares 15,187 $440K <0.01% +1,688 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 8,393 shares; 2025Q1: 21,999 shares; 2025Q2: 24,145 shares; 2025Q3: 17,721 shares; 2025Q4: 16,669 shares; 2026Q1: 13,010 shares 13,010 $439K <0.01% -3,659 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,181 shares; 2024Q4: 159,428 shares; 2025Q1: 11,324 shares; 2025Q2: 15,598 shares; 2025Q3: 29,906 shares; 2025Q4: 29,429 shares; 2026Q1: 27,875 shares 27,875 $438K <0.01% -1,554 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,493 shares; 2025Q4: 10,402 shares; 2026Q1: 9,856 shares 9,856 $438K <0.01% -546 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,170 shares; 2025Q1: 10,357 shares; 2025Q2: 10,833 shares; 2025Q3: 27,212 shares; 2025Q4: not reported; 2026Q1: 23,175 shares 23,175 $438K <0.01% new Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 2,858 shares; 2026Q1: 3,134 shares 3,134 $438K <0.01% +276 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 11,888 shares; 2025Q1: 11,917 shares; 2025Q2: 12,016 shares; 2025Q3: 12,036 shares; 2025Q4: 12,061 shares; 2026Q1: 12,027 shares 12,027 $438K <0.01% -34 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,520 shares; 2026Q1: 12,290 shares 12,290 $437K <0.01% +1,770 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,377 shares 7,377 $437K <0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,482 shares; 2024Q4: 31,792 shares; 2025Q1: 30,052 shares; 2025Q2: 24,253 shares; 2025Q3: 7,923 shares; 2025Q4: 17,291 shares; 2026Q1: 9,882 shares 9,882 $435K <0.01% -7,409 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 3,836 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,503 shares; 2026Q1: 6,591 shares 6,591 $435K <0.01% +3,088 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 534 shares; 2025Q1: 572 shares; 2025Q2: 368 shares; 2025Q3: 366 shares; 2025Q4: 360 shares; 2026Q1: 345 shares 345 $434K <0.01% -15 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 30,020 shares; 2025Q1: 14,535 shares; 2025Q2: 12,984 shares; 2025Q3: 13,959 shares; 2025Q4: 15,514 shares; 2026Q1: 21,997 shares 21,997 $434K <0.01% +6,483 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,012 shares; 2024Q4: 15,842 shares; 2025Q1: 12,980 shares; 2025Q2: 8,059 shares; 2025Q3: 5,748 shares; 2025Q4: 3,214 shares; 2026Q1: 5,930 shares 5,930 $433K <0.01% +2,716 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,687 shares; 2025Q1: 5,709 shares; 2025Q2: 1,971 shares; 2025Q3: 3,519 shares; 2025Q4: 4,017 shares; 2026Q1: 2,628 shares 2,628 $433K <0.01% -1,389 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,031 shares; 2024Q4: 24,892 shares; 2025Q1: 21,412 shares; 2025Q2: 27,105 shares; 2025Q3: 25,500 shares; 2025Q4: 27,531 shares; 2026Q1: 40,283 shares 40,283 $433K <0.01% +12,752 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,502 shares; 2024Q4: 15,690 shares; 2025Q1: 15,469 shares; 2025Q2: 15,650 shares; 2025Q3: 12,800 shares; 2025Q4: 24,069 shares; 2026Q1: 12,811 shares 12,811 $432K <0.01% -11,258 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 6,486 shares; 2025Q1: 9,731 shares; 2025Q2: 5,759 shares; 2025Q3: 5,132 shares; 2025Q4: 4,225 shares; 2026Q1: 3,015 shares 3,015 $431K <0.01% -1,210 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,612 shares; 2024Q4: 11,770 shares; 2025Q1: 13,011 shares; 2025Q2: 31,306 shares; 2025Q3: 36,021 shares; 2025Q4: 36,648 shares; 2026Q1: 45,661 shares 45,661 $430K <0.01% +9,013 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,037 shares; 2025Q1: 90,798 shares; 2025Q2: 95,365 shares; 2025Q3: 89,321 shares; 2025Q4: 30,259 shares; 2026Q1: 29,746 shares 29,746 $430K <0.01% -513 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 1,008 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 1,359 shares; 2025Q4: 1,366 shares; 2026Q1: 1,499 shares 1,499 $430K <0.01% +133 Timeline BSMQ 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: 99,269 shares; 2024Q4: 103,212 shares; 2025Q1: 104,894 shares; 2025Q2: 12,359 shares; 2025Q3: 13,481 shares; 2025Q4: 13,899 shares; 2026Q1: 18,115 shares 18,115 $428K <0.01% +4,216 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,042 shares; 2025Q4: 12,187 shares; 2026Q1: 12,187 shares 12,187 $425K <0.01% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,969 shares; 2025Q1: 9,288 shares; 2025Q2: 17,454 shares; 2025Q3: 17,454 shares; 2025Q4: 15,206 shares; 2026Q1: 12,620 shares 12,620 $422K <0.01% -2,586 Timeline CGON CG ONCOLOGY INC More: the full row for CG ONCOLOGY 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: 6,237 shares 6,237 $422K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 4,578 shares; 2025Q1: not reported; 2025Q2: 6,972 shares; 2025Q3: 6,800 shares; 2025Q4: 6,947 shares; 2026Q1: 7,312 shares 7,312 $421K <0.01% +365 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,639 shares; 2025Q2: 15,537 shares; 2025Q3: 23,908 shares; 2025Q4: 21,885 shares; 2026Q1: 19,648 shares 19,648 $421K <0.01% -2,237 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,359 shares; 2024Q4: 20,841 shares; 2025Q1: 16,267 shares; 2025Q2: 18,370 shares; 2025Q3: 15,673 shares; 2025Q4: 11,212 shares; 2026Q1: 10,429 shares 10,429 $420K <0.01% -783 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,828 shares; 2024Q4: 44,783 shares; 2025Q1: 3,053 shares; 2025Q2: 4,771 shares; 2025Q3: 2,293 shares; 2025Q4: 4,172 shares; 2026Q1: 4,141 shares 4,141 $420K <0.01% -31 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 15,356 shares; 2025Q1: 15,395 shares; 2025Q2: 15,476 shares; 2025Q3: 14,897 shares; 2025Q4: 17,761 shares; 2026Q1: 15,488 shares 15,488 $419K <0.01% -2,273 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,102 shares 4,102 $414K <0.01% new Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,903 shares; 2025Q2: 6,903 shares; 2025Q3: 6,903 shares; 2025Q4: 6,903 shares; 2026Q1: 11,045 shares 11,045 $414K <0.01% +4,142 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 7,527 shares; 2025Q1: 7,075 shares; 2025Q2: 7,800 shares; 2025Q3: 4,552 shares; 2025Q4: 4,333 shares; 2026Q1: 4,103 shares 4,103 $413K <0.01% -230 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,917 shares; 2025Q1: 1,989 shares; 2025Q2: 1,939 shares; 2025Q3: 1,809 shares; 2025Q4: 1,993 shares; 2026Q1: 1,897 shares 1,897 $413K <0.01% -96 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,276 shares; 2025Q3: 11,821 shares; 2025Q4: 11,696 shares; 2026Q1: 9,137 shares 9,137 $411K <0.01% -2,559 Timeline OPLN OPENLANE INC More: the full row for OPENLANE 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: 17,975 shares; 2025Q4: 14,485 shares; 2026Q1: 14,078 shares 14,078 $410K <0.01% -407 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,935 shares; 2024Q4: 34,702 shares; 2025Q1: 34,336 shares; 2025Q2: 15,598 shares; 2025Q3: 19,413 shares; 2025Q4: 20,151 shares; 2026Q1: 22,098 shares 22,098 $410K <0.01% +1,947 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,922 shares; 2025Q2: not reported; 2025Q3: 7,624 shares; 2025Q4: 7,682 shares; 2026Q1: 8,444 shares 8,444 $409K <0.01% +762 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,156 shares; 2024Q4: 9,324 shares; 2025Q1: 10,529 shares; 2025Q2: 10,553 shares; 2025Q3: 10,613 shares; 2025Q4: 10,218 shares; 2026Q1: 10,376 shares 10,376 $409K <0.01% +158 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 3,992 shares; 2025Q1: 4,303 shares; 2025Q2: 4,269 shares; 2025Q3: 3,375 shares; 2025Q4: 3,604 shares; 2026Q1: 3,677 shares 3,677 $409K <0.01% +73 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,622 shares; 2026Q1: 3,034 shares 3,034 $408K <0.01% -588 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,076 shares; 2025Q1: 1,382 shares; 2025Q2: 1,528 shares; 2025Q3: 4,280 shares; 2025Q4: 1,533 shares; 2026Q1: 3,053 shares 3,053 $407K <0.01% +1,520 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,637 shares; 2024Q4: 133,391 shares; 2025Q1: not reported; 2025Q2: 13,967 shares; 2025Q3: 16,040 shares; 2025Q4: 19,958 shares; 2026Q1: 15,494 shares 15,494 $407K <0.01% -4,464 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,797 shares; 2026Q1: 9,250 shares 9,250 $407K <0.01% -2,547 Timeline XC 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: 210,019 shares; 2024Q4: 239,745 shares; 2025Q1: 236,300 shares; 2025Q2: 236,271 shares; 2025Q3: 15,728 shares; 2025Q4: 15,728 shares; 2026Q1: 13,007 shares 13,007 $406K <0.01% -2,721 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 7,519 shares; 2025Q1: 7,496 shares; 2025Q2: 7,362 shares; 2025Q3: 5,719 shares; 2025Q4: 5,632 shares; 2026Q1: 6,877 shares 6,877 $405K <0.01% +1,245 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,165 shares; 2024Q4: 44,985 shares; 2025Q1: 47,143 shares; 2025Q2: 42,182 shares; 2025Q3: 20,849 shares; 2025Q4: 21,892 shares; 2026Q1: 17,837 shares 17,837 $405K <0.01% -4,055 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,018 shares; 2025Q2: not reported; 2025Q3: 5,681 shares; 2025Q4: 2,557 shares; 2026Q1: 3,455 shares 3,455 $404K <0.01% +898 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,637 shares; 2024Q4: 24,799 shares; 2025Q1: 17,254 shares; 2025Q2: 16,949 shares; 2025Q3: 15,266 shares; 2025Q4: 15,803 shares; 2026Q1: 17,768 shares 17,768 $404K <0.01% +1,965 Timeline ILTB 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: 15,974 shares; 2025Q4: 17,881 shares; 2026Q1: 8,226 shares 8,226 $403K <0.01% -9,655 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,123 shares; 2024Q4: 18,976 shares; 2025Q1: 19,949 shares; 2025Q2: 18,105 shares; 2025Q3: 18,514 shares; 2025Q4: 11,876 shares; 2026Q1: 12,744 shares 12,744 $402K <0.01% +868 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,536 shares; 2024Q4: 14,094 shares; 2025Q1: 14,229 shares; 2025Q2: 14,238 shares; 2025Q3: 14,994 shares; 2025Q4: 13,957 shares; 2026Q1: 15,069 shares 15,069 $402K <0.01% +1,112 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,103 shares; 2025Q1: 3,138 shares; 2025Q2: 3,822 shares; 2025Q3: 3,645 shares; 2025Q4: 3,767 shares; 2026Q1: 4,075 shares 4,075 $401K <0.01% +308 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,685 shares; 2024Q4: 47,629 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,354 shares; 2025Q4: 10,324 shares; 2026Q1: 16,579 shares 16,579 $401K <0.01% +6,255 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 14,559 shares; 2025Q1: 14,054 shares; 2025Q2: 9,092 shares; 2025Q3: 9,421 shares; 2025Q4: 8,897 shares; 2026Q1: 9,465 shares 9,465 $400K <0.01% +568 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,450 shares; 2024Q4: 19,241 shares; 2025Q1: 33,226 shares; 2025Q2: 18,316 shares; 2025Q3: 16,346 shares; 2025Q4: 19,527 shares; 2026Q1: 7,175 shares 7,175 $399K <0.01% -12,352 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,038 shares; 2026Q1: 10,997 shares 10,997 $398K <0.01% -41 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,999 shares; 2026Q1: 14,985 shares 14,985 $397K <0.01% -28,014 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,237 shares; 2024Q4: 50,275 shares; 2025Q1: 49,245 shares; 2025Q2: 41,824 shares; 2025Q3: 25,252 shares; 2025Q4: 23,860 shares; 2026Q1: 34,681 shares 34,681 $397K <0.01% +10,821 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,294 shares 7,294 $395K <0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,619 shares; 2024Q4: 18,365 shares; 2025Q1: 10,017 shares; 2025Q2: 7,376 shares; 2025Q3: 7,543 shares; 2025Q4: 7,702 shares; 2026Q1: 15,185 shares 15,185 $395K <0.01% +7,483 Timeline FSCC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,440 shares; 2026Q1: 13,290 shares 13,290 $395K <0.01% +2,850 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,432 shares; 2025Q3: 4,164 shares; 2025Q4: 4,331 shares; 2026Q1: 3,506 shares 3,506 $394K <0.01% -825 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 4,561 shares; 2025Q1: 4,352 shares; 2025Q2: 4,454 shares; 2025Q3: 5,185 shares; 2025Q4: 5,624 shares; 2026Q1: 6,895 shares 6,895 $393K <0.01% +1,271 Timeline EWY 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: 4,806 shares; 2025Q3: 4,827 shares; 2025Q4: 6,393 shares; 2026Q1: 3,194 shares 3,194 $393K <0.01% -3,199 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,699 shares; 2024Q4: 9,145 shares; 2025Q1: 7,151 shares; 2025Q2: 7,707 shares; 2025Q3: 7,421 shares; 2025Q4: 7,235 shares; 2026Q1: 7,340 shares 7,340 $392K <0.01% +105 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,578 shares; 2024Q4: 13,714 shares; 2025Q1: 4,070 shares; 2025Q2: 3,224 shares; 2025Q3: 3,226 shares; 2025Q4: 3,400 shares; 2026Q1: 2,963 shares 2,963 $391K <0.01% -437 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,859 shares; 2024Q4: 43,897 shares; 2025Q1: 54,753 shares; 2025Q2: 87,893 shares; 2025Q3: 54,118 shares; 2025Q4: 75,094 shares; 2026Q1: 64,318 shares 64,318 $388K <0.01% -10,776 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,372 shares; 2025Q1: 4,345 shares; 2025Q2: 3,872 shares; 2025Q3: 4,270 shares; 2025Q4: 4,233 shares; 2026Q1: 4,197 shares 4,197 $387K <0.01% -36 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,284 shares; 2025Q1: 7,868 shares; 2025Q2: 37,439 shares; 2025Q3: 8,955 shares; 2025Q4: 9,254 shares; 2026Q1: 8,364 shares 8,364 $386K <0.01% -890 Timeline GSIG GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,013 shares; 2025Q3: 6,790 shares; 2025Q4: 7,009 shares; 2026Q1: 8,149 shares 8,149 $386K <0.01% +1,140 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,142 shares 13,142 $386K <0.01% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,253 shares; 2025Q1: 4,944 shares; 2025Q2: 5,157 shares; 2025Q3: 4,647 shares; 2025Q4: 4,856 shares; 2026Q1: 5,231 shares 5,231 $386K <0.01% +375 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,528 shares; 2025Q1: 1,471 shares; 2025Q2: 1,534 shares; 2025Q3: 1,496 shares; 2025Q4: 2,116 shares; 2026Q1: 2,266 shares 2,266 $385K <0.01% +150 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,542 shares; 2025Q1: 3,283 shares; 2025Q2: 3,214 shares; 2025Q3: 3,190 shares; 2025Q4: 3,518 shares; 2026Q1: 3,862 shares 3,862 $384K <0.01% +344 Timeline PSI 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: 6,785 shares; 2024Q4: 6,316 shares; 2025Q1: 4,443 shares; 2025Q2: 4,601 shares; 2025Q3: 3,531 shares; 2025Q4: 3,876 shares; 2026Q1: 4,071 shares 4,071 $384K <0.01% +195 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,116 shares; 2025Q1: 2,096 shares; 2025Q2: 2,182 shares; 2025Q3: 2,217 shares; 2025Q4: 1,925 shares; 2026Q1: 1,313 shares 1,313 $384K <0.01% -612 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,892 shares; 2024Q4: 36,050 shares; 2025Q1: 36,050 shares; 2025Q2: 36,545 shares; 2025Q3: 36,745 shares; 2025Q4: 37,158 shares; 2026Q1: 37,170 shares 37,170 $383K <0.01% +12 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares; 2025Q4: 3,441 shares; 2026Q1: 3,272 shares 3,272 $382K <0.01% -169 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 11,525 shares; 2025Q1: 7,310 shares; 2025Q2: 7,557 shares; 2025Q3: 9,396 shares; 2025Q4: 6,441 shares; 2026Q1: 5,677 shares 5,677 $382K <0.01% -764 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,754 shares; 2024Q4: 13,193 shares; 2025Q1: 14,075 shares; 2025Q2: 2,340 shares; 2025Q3: 1,853 shares; 2025Q4: 1,817 shares; 2026Q1: 2,021 shares 2,021 $382K <0.01% +204 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,574 shares; 2024Q4: 18,674 shares; 2025Q1: 18,419 shares; 2025Q2: 18,294 shares; 2025Q3: 18,294 shares; 2025Q4: 18,294 shares; 2026Q1: 18,630 shares 18,630 $381K <0.01% +336 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,623 shares; 2024Q4: 12,161 shares; 2025Q1: 16,313 shares; 2025Q2: 5,554 shares; 2025Q3: 6,989 shares; 2025Q4: not reported; 2026Q1: 22,131 shares 22,131 $381K <0.01% new Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,381 shares; 2024Q4: 42,341 shares; 2025Q1: 20,864 shares; 2025Q2: 21,428 shares; 2025Q3: 21,966 shares; 2025Q4: 18,578 shares; 2026Q1: 12,435 shares 12,435 $380K <0.01% -6,143 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS 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: 9,891 shares 9,891 $380K <0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,627 shares; 2025Q1: not reported; 2025Q2: 1,982 shares; 2025Q3: 1,901 shares; 2025Q4: 1,919 shares; 2026Q1: 2,029 shares 2,029 $380K <0.01% +110 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,466 shares 11,466 $380K <0.01% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,523 shares; 2026Q1: 6,528 shares 6,528 $379K <0.01% +5 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,306 shares; 2024Q4: 8,707 shares; 2025Q1: 14,846 shares; 2025Q2: 8,457 shares; 2025Q3: 1,542 shares; 2025Q4: not reported; 2026Q1: 3,698 shares 3,698 $378K <0.01% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,862 shares; 2024Q4: 11,412 shares; 2025Q1: 5,483 shares; 2025Q2: 15,846 shares; 2025Q3: 14,973 shares; 2025Q4: 2,998 shares; 2026Q1: 4,214 shares 4,214 $378K <0.01% +1,216 Timeline GIGB 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: 7,282 shares; 2024Q4: 6,091 shares; 2025Q1: 6,844 shares; 2025Q2: 7,524 shares; 2025Q3: 5,898 shares; 2025Q4: 6,119 shares; 2026Q1: 8,245 shares 8,245 $378K <0.01% +2,126 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,963 shares; 2026Q1: 8,425 shares 8,425 $377K <0.01% +462 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,989 shares; 2024Q4: 91,270 shares; 2025Q1: 91,970 shares; 2025Q2: 160,633 shares; 2025Q3: 158,322 shares; 2025Q4: 165,923 shares; 2026Q1: 165,941 shares 165,941 $375K <0.01% +18 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,852 shares; 2025Q4: 2,653 shares; 2026Q1: 2,592 shares 2,592 $375K <0.01% -61 Timeline SBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,250 shares; 2026Q1: 19,925 shares 19,925 $374K <0.01% -1,325 Timeline CVIE 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: 25,885 shares; 2024Q4: 25,885 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,133 shares 5,133 $373K <0.01% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 18,175 shares; 2025Q1: 6,120 shares; 2025Q2: 5,983 shares; 2025Q3: 7,811 shares; 2025Q4: 6,860 shares; 2026Q1: 6,290 shares 6,290 $373K <0.01% -570 Timeline PDBA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,218 shares 10,218 $373K <0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,625 shares; 2024Q4: 15,228 shares; 2025Q1: 5,237 shares; 2025Q2: 5,049 shares; 2025Q3: 5,131 shares; 2025Q4: 4,531 shares; 2026Q1: 3,850 shares 3,850 $372K <0.01% -681 Timeline RIGS 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: 16,928 shares; 2024Q4: 16,942 shares; 2025Q1: 16,586 shares; 2025Q2: 16,551 shares; 2025Q3: 16,538 shares; 2025Q4: 16,553 shares; 2026Q1: 16,283 shares 16,283 $372K <0.01% -270 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 14,753 shares; 2025Q1: 30,777 shares; 2025Q2: 9,501 shares; 2025Q3: 5,579 shares; 2025Q4: 6,091 shares; 2026Q1: 6,784 shares 6,784 $372K <0.01% +693 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,895 shares; 2026Q1: 10,370 shares 10,370 $371K <0.01% +1,475 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,554 shares; 2024Q4: 17,554 shares; 2025Q1: 17,554 shares; 2025Q2: 17,554 shares; 2025Q3: 16,571 shares; 2025Q4: 17,821 shares; 2026Q1: 17,821 shares 17,821 $370K <0.01% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,183 shares; 2024Q4: 24,516 shares; 2025Q1: 20,707 shares; 2025Q2: 15,913 shares; 2025Q3: 12,225 shares; 2025Q4: 12,596 shares; 2026Q1: 14,150 shares 14,150 $369K <0.01% +1,554 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,764 shares; 2024Q4: 47,435 shares; 2025Q1: 44,986 shares; 2025Q2: 44,790 shares; 2025Q3: 9,265 shares; 2025Q4: 9,334 shares; 2026Q1: 3,422 shares 3,422 $368K <0.01% -5,912 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP 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: 25,240 shares 25,240 $368K <0.01% new Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,476 shares; 2024Q4: 25,062 shares; 2025Q1: 20,778 shares; 2025Q2: 24,354 shares; 2025Q3: 26,431 shares; 2025Q4: 25,539 shares; 2026Q1: 14,939 shares 14,939 $368K <0.01% -10,600 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,143 shares; 2025Q3: 5,667 shares; 2025Q4: 8,600 shares; 2026Q1: 8,093 shares 8,093 $366K <0.01% -507 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,950 shares; 2025Q4: 15,897 shares; 2026Q1: 16,019 shares 16,019 $365K <0.01% +122 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,352 shares; 2024Q4: 35,775 shares; 2025Q1: 35,972 shares; 2025Q2: 36,783 shares; 2025Q3: 34,024 shares; 2025Q4: 26,874 shares; 2026Q1: 15,433 shares 15,433 $365K <0.01% -11,441 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,506 shares; 2024Q4: 195,221 shares; 2025Q1: 36,093 shares; 2025Q2: 35,834 shares; 2025Q3: 30,821 shares; 2025Q4: 28,921 shares; 2026Q1: 28,921 shares 28,921 $365K <0.01% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,969 shares; 2025Q3: 2,970 shares; 2025Q4: 2,234 shares; 2026Q1: 2,371 shares 2,371 $364K <0.01% +137 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 5,685 shares; 2025Q1: 6,406 shares; 2025Q2: 7,724 shares; 2025Q3: not reported; 2025Q4: 4,669 shares; 2026Q1: 6,264 shares 6,264 $364K <0.01% +1,595 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,287 shares; 2024Q4: 84,763 shares; 2025Q1: 14,751 shares; 2025Q2: 21,603 shares; 2025Q3: 23,727 shares; 2025Q4: 27,901 shares; 2026Q1: 28,269 shares 28,269 $364K <0.01% +368 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,832 shares; 2024Q4: 65,457 shares; 2025Q1: 65,710 shares; 2025Q2: 65,130 shares; 2025Q3: 62,162 shares; 2025Q4: 38,659 shares; 2026Q1: 35,324 shares 35,324 $363K <0.01% -3,335 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,011 shares; 2024Q4: 47,940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares; 2026Q1: 27,000 shares 27,000 $363K <0.01% +8,000 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 7,364 shares; 2025Q1: 7,957 shares; 2025Q2: 8,869 shares; 2025Q3: 11,352 shares; 2025Q4: 10,553 shares; 2026Q1: 7,973 shares 7,973 $363K <0.01% -2,580 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,869 shares; 2024Q4: 64,195 shares; 2025Q1: 22,090 shares; 2025Q2: 20,146 shares; 2025Q3: 28,732 shares; 2025Q4: 10,986 shares; 2026Q1: 39,707 shares 39,707 $363K <0.01% +28,721 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 17,835 shares; 2025Q1: 13,139 shares; 2025Q2: 8,857 shares; 2025Q3: 4,422 shares; 2025Q4: 5,044 shares; 2026Q1: 5,234 shares 5,234 $362K <0.01% +190 Timeline IETC 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: 3,937 shares; 2024Q4: 4,582 shares; 2025Q1: 4,956 shares; 2025Q2: 5,251 shares; 2025Q3: 5,048 shares; 2025Q4: 4,378 shares; 2026Q1: 4,096 shares 4,096 $362K <0.01% -282 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,967 shares; 2024Q4: 35,353 shares; 2025Q1: 19,282 shares; 2025Q2: 16,569 shares; 2025Q3: 16,805 shares; 2025Q4: 15,396 shares; 2026Q1: 15,259 shares 15,259 $361K <0.01% -137 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,623 shares; 2024Q4: 13,623 shares; 2025Q1: 15,219 shares; 2025Q2: 14,538 shares; 2025Q3: 35,118 shares; 2025Q4: 18,274 shares; 2026Q1: 22,387 shares 22,387 $359K <0.01% +4,113 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,562 shares; 2025Q3: 19,403 shares; 2025Q4: 17,223 shares; 2026Q1: 9,716 shares 9,716 $359K <0.01% -7,507 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,343 shares; 2024Q4: 25,240 shares; 2025Q1: 20,979 shares; 2025Q2: 39,975 shares; 2025Q3: 29,897 shares; 2025Q4: 28,754 shares; 2026Q1: 26,585 shares 26,585 $359K <0.01% -2,169 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,715 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: not reported; 2025Q4: 2,098 shares; 2026Q1: 3,323 shares 3,323 $358K <0.01% +1,225 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,046 shares; 2025Q4: 22,434 shares; 2026Q1: 22,770 shares 22,770 $357K <0.01% +336 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,077 shares 19,077 $356K <0.01% new Timeline NTST NETSTREIT CORP More: the full row for NETSTREIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,679 shares; 2025Q4: 17,349 shares; 2026Q1: 18,923 shares 18,923 $356K <0.01% +1,574 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,148 shares 12,148 $356K <0.01% new Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,495 shares; 2025Q2: 7,460 shares; 2025Q3: 6,195 shares; 2025Q4: 9,706 shares; 2026Q1: 9,608 shares 9,608 $355K <0.01% -98 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,937 shares; 2024Q4: 8,975 shares; 2025Q1: 8,742 shares; 2025Q2: 8,851 shares; 2025Q3: 8,862 shares; 2025Q4: 8,998 shares; 2026Q1: 10,728 shares 10,728 $355K <0.01% +1,730 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,254 shares; 2024Q4: 13,400 shares; 2025Q1: 11,991 shares; 2025Q2: 11,333 shares; 2025Q3: 6,598 shares; 2025Q4: 7,067 shares; 2026Q1: 6,717 shares 6,717 $354K <0.01% -350 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,152 shares; 2024Q4: 22,146 shares; 2025Q1: 10,290 shares; 2025Q2: 10,912 shares; 2025Q3: 13,924 shares; 2025Q4: 17,742 shares; 2026Q1: 20,538 shares 20,538 $354K <0.01% +2,796 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 8,784 shares; 2025Q1: 7,359 shares; 2025Q2: not reported; 2025Q3: 5,335 shares; 2025Q4: 5,698 shares; 2026Q1: 7,484 shares 7,484 $353K <0.01% +1,786 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,461 shares 8,461 $353K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,269 shares; 2024Q4: 117,930 shares; 2025Q1: 55,537 shares; 2025Q2: 65,073 shares; 2025Q3: 79,046 shares; 2025Q4: 93,706 shares; 2026Q1: 120,278 shares 120,278 $351K <0.01% +26,572 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 10,358 shares; 2026Q1: 16,695 shares 16,695 $349K <0.01% +6,337 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,791 shares; 2024Q4: 34,708 shares; 2025Q1: 16,663 shares; 2025Q2: 17,070 shares; 2025Q3: 11,826 shares; 2025Q4: 12,141 shares; 2026Q1: 9,825 shares 9,825 $347K <0.01% -2,316 Timeline