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: 4,770 shares; 2024Q4: 5,300 shares; 2025Q1: 7,646 shares; 2025Q2: 8,667 shares; 2025Q3: 12,093 shares; 2025Q4: 12,351 shares; 2026Q1: 13,592 shares 13,592 $1.2M 0.03% +1,241 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,128 shares; 2024Q4: 41,987 shares; 2025Q1: 41,391 shares; 2025Q2: 41,391 shares; 2025Q3: 41,395 shares; 2025Q4: 41,408 shares; 2026Q1: 41,335 shares 41,335 $1.2M 0.03% -73 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,951 shares; 2026Q1: 49,759 shares 49,759 $1.19M 0.03% +1,808 Timeline DHDG 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: 35,302 shares 35,302 $1.19M 0.03% new 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: 32,991 shares; 2025Q3: 38,966 shares; 2025Q4: 38,377 shares; 2026Q1: 25,195 shares 25,195 $1.18M 0.03% -13,182 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 882 shares; 2025Q1: 1,346 shares; 2025Q2: 3,175 shares; 2025Q3: 5,076 shares; 2025Q4: 5,478 shares; 2026Q1: 2,153 shares 2,153 $1.18M 0.03% -3,325 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,769 shares; 2024Q4: 125,045 shares; 2025Q1: 137,119 shares; 2025Q2: 118,432 shares; 2025Q3: 116,794 shares; 2025Q4: 116,970 shares; 2026Q1: 117,783 shares 117,783 $1.18M 0.03% +813 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 3,988 shares; 2025Q1: 4,053 shares; 2025Q2: 4,080 shares; 2025Q3: 3,900 shares; 2025Q4: 4,076 shares; 2026Q1: 4,876 shares 4,876 $1.18M 0.03% +800 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,603 shares; 2025Q3: 28,157 shares; 2025Q4: 27,292 shares; 2026Q1: 30,220 shares 30,220 $1.18M 0.03% +2,928 Timeline FTQI 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: 11,837 shares; 2025Q2: not reported; 2025Q3: 25,460 shares; 2025Q4: 58,097 shares; 2026Q1: 58,591 shares 58,591 $1.17M 0.03% +494 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,818 shares; 2024Q4: 50,356 shares; 2025Q1: 21,806 shares; 2025Q2: 22,042 shares; 2025Q3: 21,211 shares; 2025Q4: 20,954 shares; 2026Q1: 20,599 shares 20,599 $1.17M 0.03% -355 Timeline JANW 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: 255,319 shares; 2024Q4: 34,078 shares; 2025Q1: 32,920 shares; 2025Q2: 32,585 shares; 2025Q3: 32,113 shares; 2025Q4: 32,857 shares; 2026Q1: 31,937 shares 31,937 $1.17M 0.03% -920 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,222 shares; 2024Q4: 13,989 shares; 2025Q1: 9,378 shares; 2025Q2: 11,305 shares; 2025Q3: 11,124 shares; 2025Q4: 11,233 shares; 2026Q1: 11,885 shares 11,885 $1.16M 0.03% +652 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,844 shares; 2025Q3: 15,826 shares; 2025Q4: 16,946 shares; 2026Q1: 16,399 shares 16,399 $1.16M 0.03% -547 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,383 shares; 2024Q4: 25,988 shares; 2025Q1: 25,290 shares; 2025Q2: 26,309 shares; 2025Q3: 18,490 shares; 2025Q4: 17,097 shares; 2026Q1: 73,653 shares 73,653 $1.16M 0.03% +56,556 Timeline DCOR 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: 11,485 shares; 2026Q1: 16,109 shares 16,109 $1.16M 0.03% +4,624 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,800 shares; 2026Q1: 20,424 shares 20,424 $1.16M 0.03% +15,624 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,646 shares; 2024Q4: 1,053 shares; 2025Q1: 1,017 shares; 2025Q2: 1,019 shares; 2025Q3: 2,923 shares; 2025Q4: 1,478 shares; 2026Q1: 1,295 shares 1,295 $1.16M 0.03% -183 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,095 shares; 2024Q4: 36,645 shares; 2025Q1: 37,268 shares; 2025Q2: 33,598 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,532 shares 61,532 $1.15M 0.03% new Timeline BAPR 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: 30,335 shares; 2024Q4: 28,983 shares; 2025Q1: 26,433 shares; 2025Q2: 23,863 shares; 2025Q3: 23,732 shares; 2025Q4: 23,687 shares; 2026Q1: 23,552 shares 23,552 $1.15M 0.03% -135 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 4,628 shares; 2025Q1: 4,285 shares; 2025Q2: 4,013 shares; 2025Q3: 3,734 shares; 2025Q4: 3,623 shares; 2026Q1: 3,535 shares 3,535 $1.15M 0.03% -88 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,730 shares; 2026Q1: 14,388 shares 14,388 $1.15M 0.03% +6,658 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,438 shares; 2024Q4: 19,494 shares; 2025Q1: 23,943 shares; 2025Q2: 23,822 shares; 2025Q3: 20,853 shares; 2025Q4: 16,996 shares; 2026Q1: 16,556 shares 16,556 $1.15M 0.03% -440 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,211 shares; 2026Q1: 42,517 shares 42,517 $1.14M 0.03% +13,306 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 1,568 shares; 2025Q1: 1,765 shares; 2025Q2: 1,739 shares; 2025Q3: 4,385 shares; 2025Q4: 6,103 shares; 2026Q1: 4,280 shares 4,280 $1.14M 0.03% -1,823 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,367 shares; 2025Q1: 3,225 shares; 2025Q2: 3,325 shares; 2025Q3: 3,277 shares; 2025Q4: 3,401 shares; 2026Q1: 9,563 shares 9,563 $1.13M 0.03% +6,162 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,323 shares; 2024Q4: 39,096 shares; 2025Q1: 36,857 shares; 2025Q2: 51,600 shares; 2025Q3: 33,942 shares; 2025Q4: 24,862 shares; 2026Q1: 24,491 shares 24,491 $1.13M 0.03% -371 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,681 shares; 2024Q4: 207,624 shares; 2025Q1: 123,914 shares; 2025Q2: 180,379 shares; 2025Q3: 205,929 shares; 2025Q4: 186,121 shares; 2026Q1: 110,771 shares 110,771 $1.13M 0.03% -75,350 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,650 shares; 2024Q4: 38,451 shares; 2025Q1: 41,451 shares; 2025Q2: 41,097 shares; 2025Q3: not reported; 2025Q4: 46,324 shares; 2026Q1: 46,514 shares 46,514 $1.13M 0.03% +190 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: 127,419 shares; 2024Q4: 146,663 shares; 2025Q1: 143,965 shares; 2025Q2: 75,075 shares; 2025Q3: 71,418 shares; 2025Q4: 57,606 shares; 2026Q1: 59,395 shares 59,395 $1.12M 0.03% +1,789 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,566 shares; 2024Q4: 15,220 shares; 2025Q1: 14,550 shares; 2025Q2: 13,860 shares; 2025Q3: 13,258 shares; 2025Q4: 14,072 shares; 2026Q1: 16,512 shares 16,512 $1.12M 0.03% +2,440 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 8,093 shares; 2025Q4: 8,068 shares; 2026Q1: 14,605 shares 14,605 $1.12M 0.03% +6,537 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,566 shares; 2026Q1: 13,014 shares 13,014 $1.11M 0.03% +10,448 Timeline BBHY 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: 8,508 shares; 2024Q4: 12,689 shares; 2025Q1: 17,134 shares; 2025Q2: 18,450 shares; 2025Q3: 22,372 shares; 2025Q4: 23,910 shares; 2026Q1: 24,292 shares 24,292 $1.11M 0.03% +382 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,869 shares; 2025Q1: 4,144 shares; 2025Q2: 3,503 shares; 2025Q3: 3,413 shares; 2025Q4: 3,593 shares; 2026Q1: 11,041 shares 11,041 $1.11M 0.03% +7,448 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,093 shares; 2024Q4: 17,242 shares; 2025Q1: 16,070 shares; 2025Q2: 15,386 shares; 2025Q3: 12,743 shares; 2025Q4: 14,828 shares; 2026Q1: 14,762 shares 14,762 $1.11M 0.03% -66 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH 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: 1,742 shares; 2025Q3: 7,229 shares; 2025Q4: not reported; 2026Q1: 5,802 shares 5,802 $1.09M 0.03% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,858 shares 45,858 $1.09M 0.03% new Timeline IWD 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: 3,301 shares; 2024Q4: 3,307 shares; 2025Q1: 3,013 shares; 2025Q2: 3,249 shares; 2025Q3: 4,012 shares; 2025Q4: 4,903 shares; 2026Q1: 5,093 shares 5,093 $1.09M 0.03% +190 Timeline NVDL 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: 7,350 shares; 2024Q4: 8,719 shares; 2025Q1: 11,045 shares; 2025Q2: 10,880 shares; 2025Q3: 11,100 shares; 2025Q4: 11,645 shares; 2026Q1: 14,945 shares 14,945 $1.08M 0.03% +3,300 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 26,679 shares; 2025Q1: 23,442 shares; 2025Q2: 24,022 shares; 2025Q3: 16,226 shares; 2025Q4: 13,158 shares; 2026Q1: 11,573 shares 11,573 $1.08M 0.03% -1,585 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,786 shares; 2024Q4: 22,402 shares; 2025Q1: 16,082 shares; 2025Q2: 11,296 shares; 2025Q3: 12,896 shares; 2025Q4: 13,759 shares; 2026Q1: 15,028 shares 15,028 $1.08M 0.03% +1,269 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 8,940 shares; 2025Q1: 10,212 shares; 2025Q2: 9,279 shares; 2025Q3: 8,548 shares; 2025Q4: 8,353 shares; 2026Q1: 8,147 shares 8,147 $1.08M 0.03% -206 Timeline AGZD 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: 71,125 shares; 2024Q4: 66,233 shares; 2025Q1: 80,387 shares; 2025Q2: 80,389 shares; 2025Q3: 72,985 shares; 2025Q4: 74,169 shares; 2026Q1: 47,730 shares 47,730 $1.08M 0.03% -26,439 Timeline SRET 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: 14,496 shares; 2025Q2: 28,890 shares; 2025Q3: 32,256 shares; 2025Q4: 37,724 shares; 2026Q1: 50,709 shares 50,709 $1.08M 0.03% +12,985 Timeline CSIO 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: 38,725 shares 38,725 $1.07M 0.03% new Timeline UEVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,144 shares; 2025Q4: 17,782 shares; 2026Q1: 18,740 shares 18,740 $1.07M 0.03% +958 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 11,650 shares; 2025Q1: 15,030 shares; 2025Q2: 16,882 shares; 2025Q3: 15,259 shares; 2025Q4: 14,735 shares; 2026Q1: 49,849 shares 49,849 $1.07M 0.03% +35,114 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 6,628 shares; 2025Q1: 6,645 shares; 2025Q2: 6,255 shares; 2025Q3: 6,292 shares; 2025Q4: 6,269 shares; 2026Q1: 6,382 shares 6,382 $1.07M 0.03% +113 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: 10,000 shares; 2025Q2: 8,516 shares; 2025Q3: 8,550 shares; 2025Q4: 7,582 shares; 2026Q1: 28,132 shares 28,132 $1.06M 0.03% +20,550 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 7,121 shares; 2025Q1: 7,154 shares; 2025Q2: 7,067 shares; 2025Q3: 6,529 shares; 2025Q4: 6,359 shares; 2026Q1: 6,244 shares 6,244 $1.06M 0.03% -115 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 15,798 shares; 2025Q1: 15,704 shares; 2025Q2: 16,572 shares; 2025Q3: 17,981 shares; 2025Q4: 19,390 shares; 2026Q1: 19,557 shares 19,557 $1.05M 0.03% +167 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,644 shares; 2025Q3: 24,517 shares; 2025Q4: 28,445 shares; 2026Q1: 31,798 shares 31,798 $1.05M 0.03% +3,353 Timeline BNOV 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: 25,641 shares; 2024Q4: 26,001 shares; 2025Q1: 24,922 shares; 2025Q2: 24,818 shares; 2025Q3: 24,019 shares; 2025Q4: 24,451 shares; 2026Q1: 24,270 shares 24,270 $1.04M 0.03% -181 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,220 shares; 2025Q3: 55,052 shares; 2025Q4: 33,363 shares; 2026Q1: 31,823 shares 31,823 $1.04M 0.03% -1,540 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,899 shares; 2025Q4: 16,322 shares; 2026Q1: 46,395 shares 46,395 $1.03M 0.03% +30,073 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,254 shares; 2024Q4: 5,955 shares; 2025Q1: 6,179 shares; 2025Q2: 6,393 shares; 2025Q3: 6,478 shares; 2025Q4: 7,984 shares; 2026Q1: 8,844 shares 8,844 $1.03M 0.03% +860 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,071 shares; 2024Q4: 20,847 shares; 2025Q1: 20,415 shares; 2025Q2: 19,925 shares; 2025Q3: 20,230 shares; 2025Q4: 20,310 shares; 2026Q1: 20,773 shares 20,773 $1.03M 0.03% +463 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 14,414 shares; 2025Q1: 15,142 shares; 2025Q2: 16,695 shares; 2025Q3: 9,735 shares; 2025Q4: 9,831 shares; 2026Q1: 9,307 shares 9,307 $1.02M 0.03% -524 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,929 shares; 2024Q4: 43,402 shares; 2025Q1: 45,036 shares; 2025Q2: 60,653 shares; 2025Q3: 62,650 shares; 2025Q4: 56,807 shares; 2026Q1: 64,281 shares 64,281 $1.02M 0.03% +7,474 Timeline FDHY 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: 21,800 shares; 2024Q4: 22,490 shares; 2025Q1: 21,543 shares; 2025Q2: 20,995 shares; 2025Q3: 20,922 shares; 2025Q4: 20,554 shares; 2026Q1: 21,011 shares 21,011 $1.02M 0.03% +457 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,240 shares; 2025Q1: 3,840 shares; 2025Q2: 4,315 shares; 2025Q3: 13,880 shares; 2025Q4: 14,167 shares; 2026Q1: 13,906 shares 13,906 $1.02M 0.03% -261 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 5,377 shares; 2025Q1: 5,469 shares; 2025Q2: 5,395 shares; 2025Q3: 4,887 shares; 2025Q4: 4,700 shares; 2026Q1: 4,177 shares 4,177 $1.01M 0.03% -523 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,743 shares; 2024Q4: 18,157 shares; 2025Q1: 17,153 shares; 2025Q2: 13,881 shares; 2025Q3: 13,604 shares; 2025Q4: 14,384 shares; 2026Q1: 13,558 shares 13,558 $1.01M 0.03% -826 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,479 shares; 2025Q3: 3,620 shares; 2025Q4: 3,684 shares; 2026Q1: 9,240 shares 9,240 $1M 0.03% +5,556 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,477 shares; 2024Q4: 90,226 shares; 2025Q1: 74,626 shares; 2025Q2: 52,099 shares; 2025Q3: 45,891 shares; 2025Q4: 43,416 shares; 2026Q1: 22,291 shares 22,291 $1M 0.03% -21,125 Timeline FNCL 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: 9,802 shares; 2024Q4: 13,002 shares; 2025Q1: 23,038 shares; 2025Q2: 20,767 shares; 2025Q3: 21,795 shares; 2025Q4: 21,374 shares; 2026Q1: 14,209 shares 14,209 $997K 0.03% -7,165 Timeline BSCS 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: 25,161 shares; 2024Q4: 43,236 shares; 2025Q1: 48,536 shares; 2025Q2: 48,261 shares; 2025Q3: 49,681 shares; 2025Q4: 47,350 shares; 2026Q1: 48,751 shares 48,751 $996K 0.03% +1,401 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 9,358 shares; 2025Q1: 10,236 shares; 2025Q2: 10,392 shares; 2025Q3: 10,287 shares; 2025Q4: 10,390 shares; 2026Q1: 10,852 shares 10,852 $995K 0.03% +462 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 15,736 shares; 2025Q1: 19,373 shares; 2025Q2: 19,002 shares; 2025Q3: 16,951 shares; 2025Q4: 16,839 shares; 2026Q1: 36,471 shares 36,471 $993K 0.03% +19,632 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,379 shares; 2025Q1: 3,169 shares; 2025Q2: 4,195 shares; 2025Q3: 4,452 shares; 2025Q4: 3,802 shares; 2026Q1: 3,329 shares 3,329 $987K 0.03% -473 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,484 shares; 2024Q4: 16,638 shares; 2025Q1: 16,715 shares; 2025Q2: 16,053 shares; 2025Q3: 15,937 shares; 2025Q4: 18,668 shares; 2026Q1: 15,276 shares 15,276 $983K 0.03% -3,392 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,927 shares; 2025Q4: 28,928 shares; 2026Q1: 32,890 shares 32,890 $983K 0.03% +3,962 Timeline BITS 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: not reported; 2025Q4: not reported; 2026Q1: 19,010 shares 19,010 $979K 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,610 shares; 2024Q4: 10,898 shares; 2025Q1: 10,733 shares; 2025Q2: 10,654 shares; 2025Q3: 10,600 shares; 2025Q4: 10,912 shares; 2026Q1: 10,692 shares 10,692 $979K 0.03% -220 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,084 shares; 2025Q2: 39,540 shares; 2025Q3: 11,238 shares; 2025Q4: 11,795 shares; 2026Q1: 21,994 shares 21,994 $977K 0.03% +10,199 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,048 shares; 2025Q1: 2,080 shares; 2025Q2: 2,390 shares; 2025Q3: 2,023 shares; 2025Q4: 2,482 shares; 2026Q1: 2,754 shares 2,754 $975K 0.03% +272 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 18,982 shares; 2025Q1: 18,813 shares; 2025Q2: 20,256 shares; 2025Q3: 20,456 shares; 2025Q4: 25,060 shares; 2026Q1: 24,919 shares 24,919 $973K 0.03% -141 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,960 shares; 2025Q4: 76,592 shares; 2026Q1: 75,265 shares 75,265 $969K 0.03% -1,327 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 4,605 shares; 2025Q1: 4,367 shares; 2025Q2: 4,318 shares; 2025Q3: 4,176 shares; 2025Q4: 4,582 shares; 2026Q1: 3,970 shares 3,970 $965K 0.03% -612 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 7,027 shares; 2025Q1: 7,077 shares; 2025Q2: 7,035 shares; 2025Q3: 7,089 shares; 2025Q4: 7,118 shares; 2026Q1: 6,967 shares 6,967 $955K 0.03% -151 Timeline QSIX PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,939 shares; 2025Q3: 23,963 shares; 2025Q4: 15,915 shares; 2026Q1: 27,200 shares 27,200 $953K 0.03% +11,285 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,719 shares; 2025Q4: 53,472 shares; 2026Q1: 37,222 shares 37,222 $950K 0.03% -16,250 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 13,080 shares; 2025Q1: 13,861 shares; 2025Q2: 14,488 shares; 2025Q3: 14,522 shares; 2025Q4: 14,109 shares; 2026Q1: 13,534 shares 13,534 $949K 0.03% -575 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,515 shares; 2025Q3: 23,492 shares; 2025Q4: 24,220 shares; 2026Q1: 26,086 shares 26,086 $945K 0.03% +1,866 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 6,741 shares; 2025Q1: 7,522 shares; 2025Q2: 7,345 shares; 2025Q3: 7,465 shares; 2025Q4: 7,997 shares; 2026Q1: 9,267 shares 9,267 $943K 0.03% +1,270 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,618 shares 50,618 $940K 0.03% new Timeline FIDU 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: 3,746 shares; 2024Q4: 3,950 shares; 2025Q1: 4,027 shares; 2025Q2: 4,000 shares; 2025Q3: 3,685 shares; 2025Q4: 3,653 shares; 2026Q1: 10,856 shares 10,856 $939K 0.03% +7,203 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY 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: 15,000 shares; 2026Q1: 70,363 shares 70,363 $935K 0.03% +55,363 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,943 shares; 2025Q3: 2,948 shares; 2025Q4: 7,532 shares; 2026Q1: 12,008 shares 12,008 $930K 0.03% +4,476 Timeline QCOC 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: 64,834 shares; 2026Q1: 42,133 shares 42,133 $927K 0.03% -22,701 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 8,190 shares; 2025Q1: 10,868 shares; 2025Q2: 11,192 shares; 2025Q3: 11,856 shares; 2025Q4: 4,971 shares; 2026Q1: 4,408 shares 4,408 $926K 0.03% -563 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,586 shares; 2025Q1: 8,815 shares; 2025Q2: 8,511 shares; 2025Q3: 9,190 shares; 2025Q4: 8,644 shares; 2026Q1: 9,221 shares 9,221 $922K 0.03% +577 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,840 shares; 2024Q4: 57,379 shares; 2025Q1: 58,673 shares; 2025Q2: 18,167 shares; 2025Q3: 19,301 shares; 2025Q4: 51,637 shares; 2026Q1: 20,831 shares 20,831 $920K 0.03% -30,806 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,131 shares; 2025Q1: 4,176 shares; 2025Q2: 4,027 shares; 2025Q3: 4,907 shares; 2025Q4: 4,260 shares; 2026Q1: 4,436 shares 4,436 $920K 0.03% +176 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,469 shares; 2024Q4: 15,573 shares; 2025Q1: 15,995 shares; 2025Q2: 14,862 shares; 2025Q3: 13,621 shares; 2025Q4: 13,730 shares; 2026Q1: 19,553 shares 19,553 $918K 0.03% +5,823 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 15,294 shares; 2025Q1: 15,024 shares; 2025Q2: 15,645 shares; 2025Q3: 17,057 shares; 2025Q4: 17,577 shares; 2026Q1: 17,466 shares 17,466 $916K 0.03% -111 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,895 shares; 2025Q1: 2,742 shares; 2025Q2: 2,747 shares; 2025Q3: 3,760 shares; 2025Q4: 3,474 shares; 2026Q1: 3,666 shares 3,666 $912K 0.03% +192 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,214 shares; 2025Q1: 31,618 shares; 2025Q2: 22,145 shares; 2025Q3: 21,325 shares; 2025Q4: 20,495 shares; 2026Q1: 19,448 shares 19,448 $909K 0.03% -1,047 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,189 shares; 2025Q2: 34,069 shares; 2025Q3: 34,062 shares; 2025Q4: 36,468 shares; 2026Q1: 46,772 shares 46,772 $908K 0.03% +10,304 Timeline EWH 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: 17,931 shares; 2025Q2: 24,004 shares; 2025Q3: 27,101 shares; 2025Q4: 37,180 shares; 2026Q1: 39,277 shares 39,277 $907K 0.03% +2,097 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS 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: 84,150 shares 84,150 $904K 0.03% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 8,007 shares; 2025Q1: 5,118 shares; 2025Q2: 4,277 shares; 2025Q3: 3,440 shares; 2025Q4: 3,085 shares; 2026Q1: 3,110 shares 3,110 $904K 0.03% +25 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 1,273 shares; 2025Q2: 1,288 shares; 2025Q3: 974 shares; 2025Q4: 1,003 shares; 2026Q1: 938 shares 938 $902K 0.03% -65 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,326 shares; 2024Q4: 16,855 shares; 2025Q1: 11,536 shares; 2025Q2: 11,184 shares; 2025Q3: 6,828 shares; 2025Q4: 6,696 shares; 2026Q1: 8,096 shares 8,096 $902K 0.03% +1,400 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 4,500 shares 4,500 $898K 0.02% +1,500 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,066 shares; 2025Q1: 9,589 shares; 2025Q2: 9,410 shares; 2025Q3: 10,516 shares; 2025Q4: 10,230 shares; 2026Q1: 9,656 shares 9,656 $898K 0.02% -574 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: 10,905 shares; 2024Q4: 32,235 shares; 2025Q1: 32,537 shares; 2025Q2: 31,715 shares; 2025Q3: 30,779 shares; 2025Q4: 30,455 shares; 2026Q1: 28,987 shares 28,987 $897K 0.02% -1,468 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,354 shares 6,354 $897K 0.02% new 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: 42,566 shares; 2024Q4: 42,631 shares; 2025Q1: 54,387 shares; 2025Q2: 44,056 shares; 2025Q3: 49,638 shares; 2025Q4: 49,310 shares; 2026Q1: 43,848 shares 43,848 $895K 0.02% -5,462 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 7,971 shares; 2025Q1: 7,876 shares; 2025Q2: 8,128 shares; 2025Q3: 8,795 shares; 2025Q4: 9,592 shares; 2026Q1: 9,055 shares 9,055 $894K 0.02% -537 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 7,718 shares; 2025Q1: 8,540 shares; 2025Q2: 8,836 shares; 2025Q3: 9,058 shares; 2025Q4: 9,204 shares; 2026Q1: 9,200 shares 9,200 $894K 0.02% -4 Timeline FCOM 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: 14,724 shares; 2024Q4: 14,918 shares; 2025Q1: 19,191 shares; 2025Q2: 15,010 shares; 2025Q3: 12,671 shares; 2025Q4: 12,837 shares; 2026Q1: 13,094 shares 13,094 $892K 0.02% +257 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 13,941 shares; 2025Q1: 14,629 shares; 2025Q2: 14,590 shares; 2025Q3: 15,084 shares; 2025Q4: 13,207 shares; 2026Q1: 12,220 shares 12,220 $892K 0.02% -987 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to 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: 25,614 shares 25,614 $889K 0.02% new Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,185 shares; 2026Q1: 46,627 shares 46,627 $886K 0.02% -558 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,035 shares; 2024Q4: 15,498 shares; 2025Q1: 16,006 shares; 2025Q2: 16,356 shares; 2025Q3: 16,290 shares; 2025Q4: 17,288 shares; 2026Q1: 18,039 shares 18,039 $884K 0.02% +751 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,603 shares; 2024Q4: 46,347 shares; 2025Q1: 46,672 shares; 2025Q2: 59,334 shares; 2025Q3: 23,962 shares; 2025Q4: 32,487 shares; 2026Q1: 28,666 shares 28,666 $882K 0.02% -3,821 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,788 shares; 2024Q4: 35,800 shares; 2025Q1: 35,807 shares; 2025Q2: 35,818 shares; 2025Q3: 35,829 shares; 2025Q4: 37,713 shares; 2026Q1: 38,865 shares 38,865 $881K 0.02% +1,152 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,575 shares; 2024Q4: 12,495 shares; 2025Q1: 10,188 shares; 2025Q2: 18,519 shares; 2025Q3: 19,740 shares; 2025Q4: 19,348 shares; 2026Q1: 19,144 shares 19,144 $880K 0.02% -204 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,599 shares; 2024Q4: 15,340 shares; 2025Q1: 15,280 shares; 2025Q2: 16,170 shares; 2025Q3: 14,683 shares; 2025Q4: 14,836 shares; 2026Q1: 18,677 shares 18,677 $879K 0.02% +3,841 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 11,546 shares; 2025Q1: 12,713 shares; 2025Q2: 14,107 shares; 2025Q3: 14,331 shares; 2025Q4: 15,632 shares; 2026Q1: 16,948 shares 16,948 $879K 0.02% +1,316 Timeline EEM 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: 7,535 shares; 2024Q4: 7,541 shares; 2025Q1: 14,076 shares; 2025Q2: 18,850 shares; 2025Q3: 22,001 shares; 2025Q4: 26,100 shares; 2026Q1: 15,421 shares 15,421 $876K 0.02% -10,679 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 9,502 shares; 2025Q1: 8,426 shares; 2025Q2: 11,183 shares; 2025Q3: 9,431 shares; 2025Q4: 9,929 shares; 2026Q1: 8,779 shares 8,779 $870K 0.02% -1,150 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL 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: 60,000 shares 60,000 $869K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,204 shares; 2024Q4: 24,114 shares; 2025Q1: 23,842 shares; 2025Q2: 17,880 shares; 2025Q3: 16,142 shares; 2025Q4: 14,161 shares; 2026Q1: 14,011 shares 14,011 $866K 0.02% -150 Timeline OUSM 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: 21,491 shares; 2024Q4: 23,726 shares; 2025Q1: 21,819 shares; 2025Q2: 23,883 shares; 2025Q3: 22,424 shares; 2025Q4: 20,450 shares; 2026Q1: 19,754 shares 19,754 $864K 0.02% -696 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,845 shares 41,845 $864K 0.02% new Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,389 shares; 2024Q4: 12,282 shares; 2025Q1: 16,621 shares; 2025Q2: 19,081 shares; 2025Q3: 19,156 shares; 2025Q4: 20,991 shares; 2026Q1: 21,493 shares 21,493 $861K 0.02% +502 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,761 shares; 2024Q4: 13,669 shares; 2025Q1: 123,535 shares; 2025Q2: 233,577 shares; 2025Q3: 110,741 shares; 2025Q4: 41,699 shares; 2026Q1: 79,636 shares 79,636 $859K 0.02% +37,937 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,093 shares; 2024Q4: 7,657 shares; 2025Q1: 7,536 shares; 2025Q2: 6,623 shares; 2025Q3: 6,113 shares; 2025Q4: 5,912 shares; 2026Q1: 12,001 shares 12,001 $856K 0.02% +6,089 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,370 shares; 2025Q2: 6,512 shares; 2025Q3: 6,856 shares; 2025Q4: 9,454 shares; 2026Q1: 7,959 shares 7,959 $854K 0.02% -1,495 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 22,125 shares; 2025Q1: 27,601 shares; 2025Q2: 26,803 shares; 2025Q3: 27,532 shares; 2025Q4: 27,559 shares; 2026Q1: 19,122 shares 19,122 $853K 0.02% -8,437 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,538 shares; 2025Q1: 7,694 shares; 2025Q2: 7,216 shares; 2025Q3: 6,850 shares; 2025Q4: 6,387 shares; 2026Q1: 6,511 shares 6,511 $853K 0.02% +124 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 10,243 shares; 2025Q1: 11,279 shares; 2025Q2: 6,889 shares; 2025Q3: 5,288 shares; 2025Q4: 4,366 shares; 2026Q1: 4,495 shares 4,495 $852K 0.02% +129 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,409 shares; 2024Q4: 13,091 shares; 2025Q1: 13,222 shares; 2025Q2: 12,708 shares; 2025Q3: 11,613 shares; 2025Q4: 11,618 shares; 2026Q1: 10,721 shares 10,721 $852K 0.02% -897 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,674 shares; 2025Q1: 2,513 shares; 2025Q2: 2,522 shares; 2025Q3: 3,119 shares; 2025Q4: 2,832 shares; 2026Q1: 2,724 shares 2,724 $850K 0.02% -108 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,372 shares; 2025Q3: 18,630 shares; 2025Q4: 18,686 shares; 2026Q1: 23,970 shares 23,970 $849K 0.02% +5,284 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,158 shares; 2025Q1: 31,191 shares; 2025Q2: 29,617 shares; 2025Q3: 47,218 shares; 2025Q4: 36,085 shares; 2026Q1: 24,955 shares 24,955 $842K 0.02% -11,130 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 10,310 shares 10,310 $841K 0.02% new Timeline QCJA 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: 56,131 shares; 2025Q2: 54,801 shares; 2025Q3: 52,605 shares; 2025Q4: 51,154 shares; 2026Q1: 38,947 shares 38,947 $839K 0.02% -12,207 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,951 shares; 2024Q4: 17,992 shares; 2025Q1: 18,301 shares; 2025Q2: 16,306 shares; 2025Q3: 13,928 shares; 2025Q4: 12,972 shares; 2026Q1: 12,893 shares 12,893 $838K 0.02% -79 Timeline DIVI 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: 5,943 shares; 2025Q3: 9,859 shares; 2025Q4: 12,382 shares; 2026Q1: 21,021 shares 21,021 $837K 0.02% +8,639 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 10,383 shares; 2025Q1: 13,799 shares; 2025Q2: 17,394 shares; 2025Q3: 18,337 shares; 2025Q4: 18,915 shares; 2026Q1: 20,638 shares 20,638 $836K 0.02% +1,723 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,347 shares; 2024Q4: 26,332 shares; 2025Q1: 22,255 shares; 2025Q2: 189,615 shares; 2025Q3: 189,125 shares; 2025Q4: 159,350 shares; 2026Q1: 162,699 shares 162,699 $830K 0.02% +3,349 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,406 shares; 2025Q2: 5,920 shares; 2025Q3: 7,001 shares; 2025Q4: 10,238 shares; 2026Q1: 11,587 shares 11,587 $830K 0.02% +1,349 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,497 shares; 2025Q1: 5,352 shares; 2025Q2: 5,110 shares; 2025Q3: 4,579 shares; 2025Q4: 4,804 shares; 2026Q1: 4,220 shares 4,220 $827K 0.02% -584 Timeline BOCT 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: 17,356 shares; 2024Q4: 17,609 shares; 2025Q1: 17,336 shares; 2025Q2: 17,028 shares; 2025Q3: 17,193 shares; 2025Q4: 17,298 shares; 2026Q1: 17,234 shares 17,234 $827K 0.02% -64 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,805 shares; 2024Q4: 60,438 shares; 2025Q1: 70,863 shares; 2025Q2: 73,046 shares; 2025Q3: 71,259 shares; 2025Q4: 71,842 shares; 2026Q1: 73,561 shares 73,561 $827K 0.02% +1,719 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 16,069 shares; 2025Q1: 14,060 shares; 2025Q2: 13,762 shares; 2025Q3: 6,491 shares; 2025Q4: 4,706 shares; 2026Q1: 6,864 shares 6,864 $824K 0.02% +2,158 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE 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: 30,072 shares 30,072 $823K 0.02% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,372 shares; 2026Q1: 6,176 shares 6,176 $823K 0.02% +3,804 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,507 shares; 2025Q1: 3,026 shares; 2025Q2: 4,372 shares; 2025Q3: 4,859 shares; 2025Q4: 5,044 shares; 2026Q1: 2,066 shares 2,066 $822K 0.02% -2,978 Timeline SMLF 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: 6,200 shares; 2024Q4: not reported; 2025Q1: 6,215 shares; 2025Q2: 6,587 shares; 2025Q3: 7,633 shares; 2025Q4: 9,033 shares; 2026Q1: 10,830 shares 10,830 $818K 0.02% +1,797 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,482 shares; 2024Q4: 8,980 shares; 2025Q1: 8,567 shares; 2025Q2: 11,131 shares; 2025Q3: 12,057 shares; 2025Q4: 14,679 shares; 2026Q1: 16,335 shares 16,335 $817K 0.02% +1,656 Timeline POWA 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: 8,727 shares; 2024Q4: 10,102 shares; 2025Q1: 12,387 shares; 2025Q2: 11,297 shares; 2025Q3: 10,362 shares; 2025Q4: 10,137 shares; 2026Q1: 9,382 shares 9,382 $808K 0.02% -755 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,717 shares; 2026Q1: 72,422 shares 72,422 $804K 0.02% +1,705 Timeline BSCU 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: 58,070 shares; 2024Q4: 56,845 shares; 2025Q1: 56,345 shares; 2025Q2: 53,095 shares; 2025Q3: 56,845 shares; 2025Q4: 53,645 shares; 2026Q1: 47,928 shares 47,928 $801K 0.02% -5,717 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: 29,332 shares; 2024Q4: 25,445 shares; 2025Q1: 19,644 shares; 2025Q2: 19,086 shares; 2025Q3: 18,983 shares; 2025Q4: 18,093 shares; 2026Q1: 23,551 shares 23,551 $801K 0.02% +5,458 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,907 shares 10,907 $793K 0.02% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 33,145 shares; 2025Q1: 97,040 shares; 2025Q2: 95,830 shares; 2025Q3: 37,532 shares; 2025Q4: 27,388 shares; 2026Q1: 28,407 shares 28,407 $791K 0.02% +1,019 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,277 shares; 2024Q4: 25,355 shares; 2025Q1: 25,827 shares; 2025Q2: 25,951 shares; 2025Q3: 25,636 shares; 2025Q4: 25,398 shares; 2026Q1: 23,995 shares 23,995 $791K 0.02% -1,403 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,021 shares; 2026Q1: 30,603 shares 30,603 $786K 0.02% -4,418 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,671 shares; 2025Q1: 2,132 shares; 2025Q2: 2,071 shares; 2025Q3: 1,981 shares; 2025Q4: 1,993 shares; 2026Q1: 2,279 shares 2,279 $786K 0.02% +286 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 9,388 shares; 2025Q1: 9,332 shares; 2025Q2: 9,340 shares; 2025Q3: 6,479 shares; 2025Q4: 6,481 shares; 2026Q1: 6,483 shares 6,483 $786K 0.02% +2 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: 52,885 shares; 2024Q4: 56,643 shares; 2025Q1: 64,075 shares; 2025Q2: 69,695 shares; 2025Q3: 73,050 shares; 2025Q4: 75,245 shares; 2026Q1: 76,013 shares 76,013 $784K 0.02% +768 Timeline BGLD 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: 20,447 shares; 2024Q4: 28,938 shares; 2025Q1: 52,757 shares; 2025Q2: 50,070 shares; 2025Q3: 46,813 shares; 2025Q4: 46,924 shares; 2026Q1: 45,608 shares 45,608 $782K 0.02% -1,316 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,473 shares 22,473 $780K 0.02% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,509 shares 3,509 $779K 0.02% new Timeline ECH 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: 9,515 shares; 2025Q2: 12,134 shares; 2025Q3: 12,950 shares; 2025Q4: 17,918 shares; 2026Q1: 19,486 shares 19,486 $775K 0.02% +1,568 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,234 shares; 2024Q4: 13,267 shares; 2025Q1: 12,362 shares; 2025Q2: 14,553 shares; 2025Q3: 13,992 shares; 2025Q4: 16,874 shares; 2026Q1: 18,144 shares 18,144 $770K 0.02% +1,270 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD 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: 40,895 shares 40,895 $770K 0.02% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,705 shares; 2024Q4: 47,603 shares; 2025Q1: 46,811 shares; 2025Q2: 49,791 shares; 2025Q3: 52,415 shares; 2025Q4: 59,352 shares; 2026Q1: 52,069 shares 52,069 $769K 0.02% -7,283 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,688 shares; 2024Q4: 18,170 shares; 2025Q1: 17,493 shares; 2025Q2: 17,165 shares; 2025Q3: 16,396 shares; 2025Q4: 16,343 shares; 2026Q1: 16,368 shares 16,368 $767K 0.02% +25 Timeline BUYW 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: 49,822 shares; 2024Q4: 91,691 shares; 2025Q1: 145,372 shares; 2025Q2: 11,360 shares; 2025Q3: 11,112 shares; 2025Q4: 20,972 shares; 2026Q1: 54,349 shares 54,349 $765K 0.02% +33,377 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,557 shares; 2024Q4: 9,835 shares; 2025Q1: 13,031 shares; 2025Q2: 14,241 shares; 2025Q3: 10,090 shares; 2025Q4: 10,273 shares; 2026Q1: 10,449 shares 10,449 $764K 0.02% +176 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 158,200 shares; 2025Q4: 166,300 shares; 2026Q1: 163,300 shares 163,300 $764K 0.02% -3,000 Timeline VFH 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: 2,954 shares; 2024Q4: 5,863 shares; 2025Q1: 6,563 shares; 2025Q2: 5,709 shares; 2025Q3: 6,888 shares; 2025Q4: 6,220 shares; 2026Q1: 6,321 shares 6,321 $764K 0.02% +101 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS 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: 129,300 shares; 2025Q3: 125,500 shares; 2025Q4: 125,300 shares; 2026Q1: 125,300 shares 125,300 $758K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 6,052 shares; 2025Q1: 6,337 shares; 2025Q2: 7,916 shares; 2025Q3: 5,925 shares; 2025Q4: 6,197 shares; 2026Q1: 6,249 shares 6,249 $757K 0.02% +52 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,339 shares; 2026Q1: 35,248 shares 35,248 $756K 0.02% -91 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,516 shares; 2025Q1: 2,447 shares; 2025Q2: 2,574 shares; 2025Q3: 4,795 shares; 2025Q4: 4,816 shares; 2026Q1: 4,821 shares 4,821 $750K 0.02% +5 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,244 shares; 2025Q1: 5,177 shares; 2025Q2: 4,849 shares; 2025Q3: 4,839 shares; 2025Q4: 4,971 shares; 2026Q1: 4,857 shares 4,857 $749K 0.02% -114 Timeline SHV 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: 6,772 shares; 2024Q4: 6,642 shares; 2025Q1: 6,711 shares; 2025Q2: 6,508 shares; 2025Q3: 6,515 shares; 2025Q4: 6,140 shares; 2026Q1: 6,779 shares 6,779 $748K 0.02% +639 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: 6,743 shares; 2025Q3: 53,282 shares; 2025Q4: 16,364 shares; 2026Q1: 15,450 shares 15,450 $746K 0.02% -914 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,716 shares; 2024Q4: 18,280 shares; 2025Q1: 10,087 shares; 2025Q2: 10,361 shares; 2025Q3: 9,856 shares; 2025Q4: 9,092 shares; 2026Q1: 9,300 shares 9,300 $740K 0.02% +208 Timeline DDWM 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: 12,977 shares; 2025Q2: 19,207 shares; 2025Q3: 17,953 shares; 2025Q4: 16,372 shares; 2026Q1: 16,749 shares 16,749 $739K 0.02% +377 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 15,526 shares; 2025Q1: 11,693 shares; 2025Q2: 7,907 shares; 2025Q3: 5,182 shares; 2025Q4: 4,721 shares; 2026Q1: 4,091 shares 4,091 $737K 0.02% -630 Timeline JBBB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,919 shares; 2025Q4: 16,650 shares; 2026Q1: 15,818 shares 15,818 $737K 0.02% -832 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,878 shares; 2024Q4: 77,327 shares; 2025Q1: 94,786 shares; 2025Q2: 86,889 shares; 2025Q3: 89,954 shares; 2025Q4: 97,963 shares; 2026Q1: 97,973 shares 97,973 $737K 0.02% +10 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,853 shares; 2025Q1: 6,858 shares; 2025Q2: 8,000 shares; 2025Q3: 2,994 shares; 2025Q4: 2,821 shares; 2026Q1: 3,362 shares 3,362 $736K 0.02% +541 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,403 shares; 2025Q3: 10,737 shares; 2025Q4: 11,146 shares; 2026Q1: 15,187 shares 15,187 $735K 0.02% +4,041 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,357 shares; 2025Q4: not reported; 2026Q1: 930 shares 930 $735K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares; 2025Q3: 9,699 shares; 2025Q4: 12,312 shares; 2026Q1: 10,560 shares 10,560 $732K 0.02% -1,752 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,852 shares; 2024Q4: 10,765 shares; 2025Q1: 11,939 shares; 2025Q2: 13,576 shares; 2025Q3: 15,232 shares; 2025Q4: 15,769 shares; 2026Q1: 16,388 shares 16,388 $731K 0.02% +619 Timeline XSHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,535 shares 55,535 $729K 0.02% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 18,605 shares; 2025Q1: 17,772 shares; 2025Q2: 13,616 shares; 2025Q3: 10,165 shares; 2025Q4: 13,690 shares; 2026Q1: 13,452 shares 13,452 $724K 0.02% -238 Timeline GCC 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: 21,739 shares; 2024Q4: 25,501 shares; 2025Q1: 25,501 shares; 2025Q2: 26,560 shares; 2025Q3: 28,335 shares; 2025Q4: 28,379 shares; 2026Q1: 30,140 shares 30,140 $722K 0.02% +1,761 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,218 shares; 2025Q1: 4,875 shares; 2025Q2: 5,157 shares; 2025Q3: 11,168 shares; 2025Q4: 5,097 shares; 2026Q1: 4,716 shares 4,716 $720K 0.02% -381 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: 71,905 shares; 2024Q4: 33,273 shares; 2025Q1: 24,190 shares; 2025Q2: 15,291 shares; 2025Q3: 14,330 shares; 2025Q4: 14,969 shares; 2026Q1: 15,191 shares 15,191 $716K 0.02% +222 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,544 shares; 2024Q4: 16,430 shares; 2025Q1: 17,844 shares; 2025Q2: 17,726 shares; 2025Q3: 16,354 shares; 2025Q4: 16,479 shares; 2026Q1: 16,313 shares 16,313 $715K 0.02% -166 Timeline IWN 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: 3,761 shares; 2024Q4: 3,757 shares; 2025Q1: 8,571 shares; 2025Q2: 7,441 shares; 2025Q3: 3,602 shares; 2025Q4: 3,613 shares; 2026Q1: 3,744 shares 3,744 $710K 0.02% +131 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,640 shares; 2024Q4: 27,398 shares; 2025Q1: 31,548 shares; 2025Q2: 106,661 shares; 2025Q3: 102,067 shares; 2025Q4: 98,115 shares; 2026Q1: 103,328 shares 103,328 $710K 0.02% +5,213 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 3,402 shares; 2025Q1: 3,963 shares; 2025Q2: 3,994 shares; 2025Q3: 3,852 shares; 2025Q4: 3,839 shares; 2026Q1: 3,834 shares 3,834 $708K 0.02% -5 Timeline FIIG 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: 43,030 shares; 2024Q4: 61,462 shares; 2025Q1: 49,272 shares; 2025Q2: 52,249 shares; 2025Q3: 55,215 shares; 2025Q4: 29,249 shares; 2026Q1: 34,104 shares 34,104 $708K 0.02% +4,855 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,973 shares; 2024Q4: 71,478 shares; 2025Q1: 73,645 shares; 2025Q2: 50,786 shares; 2025Q3: 49,552 shares; 2025Q4: 44,304 shares; 2026Q1: 43,611 shares 43,611 $705K 0.02% -693 Timeline VONV 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: 6,802 shares; 2024Q4: 7,590 shares; 2025Q1: 8,890 shares; 2025Q2: 7,713 shares; 2025Q3: 7,807 shares; 2025Q4: 8,082 shares; 2026Q1: 7,508 shares 7,508 $704K 0.02% -574 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,240 shares; 2025Q4: 9,250 shares; 2026Q1: 14,112 shares 14,112 $701K 0.02% +4,862 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 2,019 shares; 2025Q1: 2,051 shares; 2025Q2: 1,690 shares; 2025Q3: 1,340 shares; 2025Q4: 1,314 shares; 2026Q1: 1,301 shares 1,301 $700K 0.02% -13 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,863 shares 30,863 $700K 0.02% new Timeline BJUN 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: 15,773 shares; 2024Q4: 15,273 shares; 2025Q1: 14,783 shares; 2025Q2: 15,292 shares; 2025Q3: 15,270 shares; 2025Q4: 15,270 shares; 2026Q1: 15,115 shares 15,115 $699K 0.02% -155 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,150 shares; 2026Q1: 27,257 shares 27,257 $699K 0.02% +3,107 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 6,833 shares; 2025Q1: 8,141 shares; 2025Q2: 10,956 shares; 2025Q3: 5,327 shares; 2025Q4: 5,209 shares; 2026Q1: 5,110 shares 5,110 $695K 0.02% -99 Timeline ACWX 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: 11,503 shares; 2025Q4: 11,322 shares; 2026Q1: 10,139 shares 10,139 $694K 0.02% -1,183 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,113 shares; 2024Q4: 28,549 shares; 2025Q1: 28,070 shares; 2025Q2: 28,069 shares; 2025Q3: 25,496 shares; 2025Q4: 26,063 shares; 2026Q1: 26,429 shares 26,429 $694K 0.02% +366 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 4,737 shares; 2025Q1: 4,553 shares; 2025Q2: 4,671 shares; 2025Q3: 4,415 shares; 2025Q4: 3,526 shares; 2026Q1: 3,499 shares 3,499 $692K 0.02% -27 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE 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: 21,919 shares; 2025Q3: 21,198 shares; 2025Q4: 21,182 shares; 2026Q1: 19,188 shares 19,188 $691K 0.02% -1,994 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,408 shares; 2026Q1: 7,577 shares 7,577 $690K 0.02% +169 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,780 shares; 2024Q4: 27,516 shares; 2025Q1: 27,206 shares; 2025Q2: 23,958 shares; 2025Q3: 21,136 shares; 2025Q4: 20,467 shares; 2026Q1: 19,446 shares 19,446 $690K 0.02% -1,021 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,618 shares; 2026Q1: 12,089 shares 12,089 $689K 0.02% -529 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: 7,206 shares; 2024Q4: 7,052 shares; 2025Q1: 7,774 shares; 2025Q2: 7,618 shares; 2025Q3: 6,878 shares; 2025Q4: 7,338 shares; 2026Q1: 7,862 shares 7,862 $685K 0.02% +524 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,495 shares; 2025Q1: 1,461 shares; 2025Q2: 1,296 shares; 2025Q3: 1,210 shares; 2025Q4: 1,283 shares; 2026Q1: 1,375 shares 1,375 $682K 0.02% +92 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,920 shares; 2024Q4: 23,185 shares; 2025Q1: 24,539 shares; 2025Q2: 5,482 shares; 2025Q3: 9,902 shares; 2025Q4: 9,168 shares; 2026Q1: 9,098 shares 9,098 $680K 0.02% -70 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 7,762 shares; 2025Q1: 7,426 shares; 2025Q2: 7,373 shares; 2025Q3: 7,684 shares; 2025Q4: 7,734 shares; 2026Q1: 7,791 shares 7,791 $675K 0.02% +57 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,506 shares; 2025Q1: 2,557 shares; 2025Q2: 2,484 shares; 2025Q3: 2,410 shares; 2025Q4: 2,347 shares; 2026Q1: 2,349 shares 2,349 $674K 0.02% +2 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,283 shares; 2024Q4: 22,800 shares; 2025Q1: 15,088 shares; 2025Q2: 15,914 shares; 2025Q3: 15,525 shares; 2025Q4: 14,772 shares; 2026Q1: 13,500 shares 13,500 $670K 0.02% -1,272 Timeline OMFL 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: 9,073 shares; 2024Q4: 8,874 shares; 2025Q1: 10,755 shares; 2025Q2: 10,505 shares; 2025Q3: 10,807 shares; 2025Q4: 11,326 shares; 2026Q1: 11,131 shares 11,131 $669K 0.02% -195 Timeline CGVV 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: 15,000 shares; 2026Q1: 25,000 shares 25,000 $669K 0.02% +10,000 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,044 shares; 2025Q1: 1,833 shares; 2025Q2: 1,879 shares; 2025Q3: 1,657 shares; 2025Q4: 2,019 shares; 2026Q1: 2,080 shares 2,080 $667K 0.02% +61 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: 4,768 shares; 2024Q4: 3,993 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,934 shares; 2025Q4: 3,915 shares; 2026Q1: 3,660 shares 3,660 $662K 0.02% -255 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,849 shares; 2024Q4: 77,368 shares; 2025Q1: 76,545 shares; 2025Q2: 76,789 shares; 2025Q3: 78,858 shares; 2025Q4: 69,542 shares; 2026Q1: 60,030 shares 60,030 $662K 0.02% -9,512 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,947 shares; 2025Q2: 11,487 shares; 2025Q3: 9,167 shares; 2025Q4: 8,457 shares; 2026Q1: 25,231 shares 25,231 $661K 0.02% +16,774 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,219 shares 3,219 $658K 0.02% new Timeline BJUL 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: 18,824 shares; 2024Q4: 18,801 shares; 2025Q1: 16,091 shares; 2025Q2: 13,644 shares; 2025Q3: 13,594 shares; 2025Q4: 13,262 shares; 2026Q1: 13,240 shares 13,240 $658K 0.02% -22 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,779 shares; 2025Q1: 2,419 shares; 2025Q2: 2,072 shares; 2025Q3: 2,047 shares; 2025Q4: 2,022 shares; 2026Q1: 1,731 shares 1,731 $658K 0.02% -291 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 42,775 shares 42,775 $657K 0.02% new Timeline JPEM 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: 6,902 shares; 2024Q4: 9,793 shares; 2025Q1: 9,807 shares; 2025Q2: 9,669 shares; 2025Q3: 9,727 shares; 2025Q4: 10,595 shares; 2026Q1: 10,566 shares 10,566 $656K 0.02% -29 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 15,672 shares; 2025Q1: 6,405 shares; 2025Q2: 7,682 shares; 2025Q3: 7,666 shares; 2025Q4: 8,077 shares; 2026Q1: 9,229 shares 9,229 $656K 0.02% +1,152 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,702 shares; 2024Q4: 39,329 shares; 2025Q1: 39,232 shares; 2025Q2: 37,828 shares; 2025Q3: 34,562 shares; 2025Q4: 34,522 shares; 2026Q1: 34,525 shares 34,525 $653K 0.02% +3 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,493 shares; 2024Q4: 85,350 shares; 2025Q1: 80,689 shares; 2025Q2: 62,873 shares; 2025Q3: 60,359 shares; 2025Q4: 59,345 shares; 2026Q1: 58,759 shares 58,759 $649K 0.02% -586 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 19,863 shares; 2025Q1: 17,605 shares; 2025Q2: 25,143 shares; 2025Q3: 17,197 shares; 2025Q4: 15,892 shares; 2026Q1: 15,843 shares 15,843 $647K 0.02% -49 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: 2,289 shares; 2024Q4: 2,193 shares; 2025Q1: 1,689 shares; 2025Q2: 1,691 shares; 2025Q3: 2,102 shares; 2025Q4: 1,836 shares; 2026Q1: 1,798 shares 1,798 $646K 0.02% -38 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 14,153 shares; 2025Q1: 13,326 shares; 2025Q2: 13,037 shares; 2025Q3: 13,339 shares; 2025Q4: 13,339 shares; 2026Q1: 13,168 shares 13,168 $643K 0.02% -171 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 29,567 shares; 2025Q4: 31,550 shares; 2026Q1: 44,450 shares 44,450 $641K 0.02% +12,900 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 7,095 shares; 2025Q1: 7,228 shares; 2025Q2: 7,883 shares; 2025Q3: 7,336 shares; 2025Q4: 7,939 shares; 2026Q1: 7,847 shares 7,847 $641K 0.02% -92 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 107,028 shares; 2025Q4: 205,485 shares; 2026Q1: 33,724 shares 33,724 $638K 0.02% -171,761 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,304 shares 4,304 $635K 0.02% new Timeline IUS 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: 4,079 shares; 2024Q4: 4,317 shares; 2025Q1: 11,256 shares; 2025Q2: 10,900 shares; 2025Q3: 10,930 shares; 2025Q4: 11,321 shares; 2026Q1: 10,945 shares 10,945 $634K 0.02% -376 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,551 shares; 2025Q1: 3,336 shares; 2025Q2: 3,319 shares; 2025Q3: 3,356 shares; 2025Q4: 3,568 shares; 2026Q1: 3,355 shares 3,355 $633K 0.02% -213 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 12,923 shares; 2025Q1: 13,999 shares; 2025Q2: 13,629 shares; 2025Q3: 13,839 shares; 2025Q4: 12,784 shares; 2026Q1: 11,179 shares 11,179 $629K 0.02% -1,605 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,676 shares; 2025Q1: 14,603 shares; 2025Q2: 18,963 shares; 2025Q3: 19,760 shares; 2025Q4: 21,770 shares; 2026Q1: 23,124 shares 23,124 $628K 0.02% +1,354 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,712 shares; 2025Q1: 2,790 shares; 2025Q2: 3,307 shares; 2025Q3: 3,349 shares; 2025Q4: 3,766 shares; 2026Q1: 5,450 shares 5,450 $626K 0.02% +1,684 Timeline DAUG 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: 14,325 shares; 2025Q4: 14,325 shares; 2026Q1: 14,325 shares 14,325 $624K 0.02% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 17,173 shares; 2025Q1: 16,439 shares; 2025Q2: 16,442 shares; 2025Q3: 15,048 shares; 2025Q4: 19,766 shares; 2026Q1: 27,408 shares 27,408 $621K 0.02% +7,642 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,918 shares; 2025Q1: 7,629 shares; 2025Q2: 8,279 shares; 2025Q3: 8,165 shares; 2025Q4: 8,976 shares; 2026Q1: 9,577 shares 9,577 $619K 0.02% +601 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: 11,260 shares 11,260 $609K 0.02% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,553 shares; 2026Q1: 30,429 shares 30,429 $607K 0.02% -1,124 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,852 shares; 2024Q4: 15,315 shares; 2025Q1: 8,894 shares; 2025Q2: 6,962 shares; 2025Q3: 6,592 shares; 2025Q4: 7,147 shares; 2026Q1: 13,087 shares 13,087 $605K 0.02% +5,940 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,862 shares; 2025Q1: 5,470 shares; 2025Q2: 4,601 shares; 2025Q3: 4,569 shares; 2025Q4: 3,846 shares; 2026Q1: 5,070 shares 5,070 $601K 0.02% +1,224 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,289 shares; 2025Q1: 3,289 shares; 2025Q2: 3,328 shares; 2025Q3: 7,707 shares; 2025Q4: 6,640 shares; 2026Q1: 3,410 shares 3,410 $599K 0.02% -3,230 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,266 shares; 2024Q4: 60,590 shares; 2025Q1: 47,545 shares; 2025Q2: 24,003 shares; 2025Q3: 14,073 shares; 2025Q4: 12,912 shares; 2026Q1: 12,832 shares 12,832 $599K 0.02% -80 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,144 shares; 2024Q4: 30,801 shares; 2025Q1: 27,900 shares; 2025Q2: 25,195 shares; 2025Q3: 20,147 shares; 2025Q4: 19,947 shares; 2026Q1: 19,701 shares 19,701 $597K 0.02% -246 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 13,011 shares; 2025Q1: 13,183 shares; 2025Q2: 12,685 shares; 2025Q3: 10,503 shares; 2025Q4: 9,788 shares; 2026Q1: 7,378 shares 7,378 $597K 0.02% -2,410 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,436 shares; 2024Q4: 22,116 shares; 2025Q1: 84,545 shares; 2025Q2: 33,453 shares; 2025Q3: 28,123 shares; 2025Q4: 27,179 shares; 2026Q1: 28,746 shares 28,746 $596K 0.02% +1,567 Timeline SVOL 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: 15,344 shares; 2024Q4: 26,146 shares; 2025Q1: 29,756 shares; 2025Q2: 33,858 shares; 2025Q3: 35,615 shares; 2025Q4: 37,456 shares; 2026Q1: 38,875 shares 38,875 $596K 0.02% +1,419 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,471 shares; 2025Q4: 7,062 shares; 2026Q1: 8,442 shares 8,442 $595K 0.02% +1,380 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,467 shares; 2024Q4: 20,624 shares; 2025Q1: 20,629 shares; 2025Q2: 15,905 shares; 2025Q3: 14,108 shares; 2025Q4: 12,808 shares; 2026Q1: 12,892 shares 12,892 $593K 0.02% +84 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,867 shares; 2024Q4: 14,050 shares; 2025Q1: 13,369 shares; 2025Q2: 13,710 shares; 2025Q3: 12,019 shares; 2025Q4: 11,553 shares; 2026Q1: 9,113 shares 9,113 $592K 0.02% -2,440 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,248 shares; 2025Q4: 7,875 shares; 2026Q1: 7,459 shares 7,459 $590K 0.02% -416 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,460 shares 31,460 $590K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,677 shares; 2024Q4: 48,226 shares; 2025Q1: 27,125 shares; 2025Q2: 26,133 shares; 2025Q3: 16,316 shares; 2025Q4: 19,622 shares; 2026Q1: 18,417 shares 18,417 $590K 0.02% -1,205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,250 shares 36,250 $585K 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 7,987 shares; 2025Q1: 8,434 shares; 2025Q2: 8,756 shares; 2025Q3: 5,530 shares; 2025Q4: 5,542 shares; 2026Q1: 3,889 shares 3,889 $585K 0.02% -1,653 Timeline ICOP 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: 11,572 shares; 2026Q1: 12,281 shares 12,281 $584K 0.02% +709 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 5,212 shares; 2025Q1: 3,703 shares; 2025Q2: 3,138 shares; 2025Q3: 3,923 shares; 2025Q4: 3,217 shares; 2026Q1: 3,244 shares 3,244 $583K 0.02% +27 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: 6,402 shares; 2024Q4: 6,236 shares; 2025Q1: 9,669 shares; 2025Q2: 9,279 shares; 2025Q3: 6,213 shares; 2025Q4: 6,441 shares; 2026Q1: 6,436 shares 6,436 $582K 0.02% -5 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,550 shares; 2025Q4: 11,503 shares; 2026Q1: 11,468 shares 11,468 $582K 0.02% -35 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 10,516 shares 10,516 $582K 0.02% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,891 shares 14,891 $580K 0.02% new Timeline XJAN 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: 16,031 shares; 2024Q4: 16,031 shares; 2025Q1: 16,031 shares; 2025Q2: 16,031 shares; 2025Q3: 16,031 shares; 2025Q4: 16,031 shares; 2026Q1: 16,031 shares 16,031 $579K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,213 shares; 2025Q4: 14,156 shares; 2026Q1: 13,638 shares 13,638 $579K 0.02% -518 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,528 shares 30,528 $578K 0.02% new Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,218 shares; 2025Q3: 33,162 shares; 2025Q4: 20,059 shares; 2026Q1: 19,808 shares 19,808 $568K 0.02% -251 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,111 shares; 2024Q4: 9,221 shares; 2025Q1: 9,688 shares; 2025Q2: 8,650 shares; 2025Q3: 8,882 shares; 2025Q4: 9,408 shares; 2026Q1: 5,815 shares 5,815 $562K 0.02% -3,593 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,602 shares; 2025Q1: 7,543 shares; 2025Q2: 7,699 shares; 2025Q3: 9,399 shares; 2025Q4: 10,445 shares; 2026Q1: 13,235 shares 13,235 $562K 0.02% +2,790 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 6,604 shares; 2025Q1: 6,861 shares; 2025Q2: 8,497 shares; 2025Q3: 8,199 shares; 2025Q4: 6,960 shares; 2026Q1: 11,980 shares 11,980 $557K 0.02% +5,020 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,717 shares; 2024Q4: 22,590 shares; 2025Q1: 20,124 shares; 2025Q2: 13,836 shares; 2025Q3: 13,325 shares; 2025Q4: 14,441 shares; 2026Q1: 11,659 shares 11,659 $552K 0.02% -2,782 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,802 shares; 2024Q4: 27,308 shares; 2025Q1: 27,634 shares; 2025Q2: 24,457 shares; 2025Q3: 24,513 shares; 2025Q4: 24,525 shares; 2026Q1: 24,130 shares 24,130 $550K 0.02% -395 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 6,096 shares; 2025Q1: 5,274 shares; 2025Q2: 5,612 shares; 2025Q3: 4,581 shares; 2025Q4: 5,029 shares; 2026Q1: 4,893 shares 4,893 $550K 0.02% -136 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 59,000 shares 59,000 $550K 0.02% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,744 shares; 2024Q4: 19,847 shares; 2025Q1: 16,294 shares; 2025Q2: 17,045 shares; 2025Q3: 12,785 shares; 2025Q4: 11,507 shares; 2026Q1: 11,508 shares 11,508 $541K 0.02% +1 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,528 shares; 2024Q4: 48,627 shares; 2025Q1: 58,874 shares; 2025Q2: 33,288 shares; 2025Q3: 32,261 shares; 2025Q4: 25,619 shares; 2026Q1: 26,007 shares 26,007 $540K 0.01% +388 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: 7,800 shares; 2024Q4: 27,468 shares; 2025Q1: 22,824 shares; 2025Q2: 12,732 shares; 2025Q3: 10,616 shares; 2025Q4: 15,540 shares; 2026Q1: 9,803 shares 9,803 $538K 0.01% -5,737 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,803 shares; 2024Q4: 17,400 shares; 2025Q1: 21,769 shares; 2025Q2: 9,615 shares; 2025Q3: 10,130 shares; 2025Q4: 5,235 shares; 2026Q1: 5,830 shares 5,830 $538K 0.01% +595 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: not reported; 2025Q1: 4,364 shares; 2025Q2: 7,157 shares; 2025Q3: 8,108 shares; 2025Q4: 6,381 shares; 2026Q1: 7,659 shares 7,659 $538K 0.01% +1,278 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: 20,162 shares; 2024Q4: 18,942 shares; 2025Q1: 16,164 shares; 2025Q2: 13,083 shares; 2025Q3: 11,847 shares; 2025Q4: 12,301 shares; 2026Q1: 10,088 shares 10,088 $538K 0.01% -2,213 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,796 shares; 2024Q4: 84,362 shares; 2025Q1: 82,081 shares; 2025Q2: 68,896 shares; 2025Q3: 67,431 shares; 2025Q4: 66,974 shares; 2026Q1: 66,159 shares 66,159 $537K 0.01% -815 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,124 shares; 2024Q4: 24,654 shares; 2025Q1: 24,574 shares; 2025Q2: 23,730 shares; 2025Q3: 24,090 shares; 2025Q4: 24,749 shares; 2026Q1: 25,373 shares 25,373 $537K 0.01% +624 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,531 shares; 2025Q2: 3,622 shares; 2025Q3: 7,812 shares; 2025Q4: 3,821 shares; 2026Q1: 991 shares 991 $536K 0.01% -2,830 Timeline RSDE 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: 28,646 shares; 2025Q2: 26,943 shares; 2025Q3: 25,705 shares; 2025Q4: 24,559 shares; 2026Q1: 24,454 shares 24,454 $536K 0.01% -105 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,699 shares; 2024Q4: 10,304 shares; 2025Q1: 11,213 shares; 2025Q2: 11,223 shares; 2025Q3: 10,397 shares; 2025Q4: 10,517 shares; 2026Q1: 9,620 shares 9,620 $536K 0.01% -897 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 5,219 shares; 2025Q1: 5,654 shares; 2025Q2: 6,059 shares; 2025Q3: 6,596 shares; 2025Q4: 7,089 shares; 2026Q1: 10,149 shares 10,149 $535K 0.01% +3,060 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 5,956 shares; 2025Q1: 6,795 shares; 2025Q2: 6,735 shares; 2025Q3: 5,927 shares; 2025Q4: 5,761 shares; 2026Q1: 6,247 shares 6,247 $532K 0.01% +486 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,414 shares 4,414 $532K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 3,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,886 shares; 2026Q1: 2,952 shares 2,952 $530K 0.01% +66 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 22,348 shares 22,348 $527K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,592 shares; 2025Q1: 12,494 shares; 2025Q2: 11,756 shares; 2025Q3: 11,604 shares; 2025Q4: 11,271 shares; 2026Q1: 10,165 shares 10,165 $523K 0.01% -1,106 Timeline BJAN 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: 26,155 shares; 2024Q4: 12,412 shares; 2025Q1: 11,388 shares; 2025Q2: 10,565 shares; 2025Q3: 10,089 shares; 2025Q4: 9,952 shares; 2026Q1: 9,802 shares 9,802 $523K 0.01% -150 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,366 shares; 2024Q4: 14,267 shares; 2025Q1: 15,147 shares; 2025Q2: 16,527 shares; 2025Q3: 16,506 shares; 2025Q4: 24,372 shares; 2026Q1: 11,408 shares 11,408 $522K 0.01% -12,964 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: not reported; 2025Q1: 14,059 shares; 2025Q2: 22,670 shares; 2025Q3: 12,849 shares; 2025Q4: 15,655 shares; 2026Q1: 5,735 shares 5,735 $522K 0.01% -9,920 Timeline DVOL 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: 7,953 shares; 2024Q4: 7,813 shares; 2025Q1: 8,805 shares; 2025Q2: 13,680 shares; 2025Q3: 15,130 shares; 2025Q4: 15,202 shares; 2026Q1: 15,082 shares 15,082 $521K 0.01% -120 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 20,556 shares; 2025Q1: 20,163 shares; 2025Q2: 19,924 shares; 2025Q3: 20,145 shares; 2025Q4: 20,288 shares; 2026Q1: 19,355 shares 19,355 $521K 0.01% -933 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,272 shares; 2024Q4: 13,598 shares; 2025Q1: 13,681 shares; 2025Q2: 16,657 shares; 2025Q3: 8,769 shares; 2025Q4: 7,548 shares; 2026Q1: 5,652 shares 5,652 $521K 0.01% -1,896 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH 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: 18,338 shares; 2025Q4: 40,257 shares; 2026Q1: 41,143 shares 41,143 $520K 0.01% +886 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,473 shares; 2024Q4: 17,079 shares; 2025Q1: 17,006 shares; 2025Q2: 4,274 shares; 2025Q3: 4,465 shares; 2025Q4: 4,225 shares; 2026Q1: 5,861 shares 5,861 $518K 0.01% +1,636 Timeline BMAR 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: 11,662 shares; 2024Q4: 11,247 shares; 2025Q1: 11,584 shares; 2025Q2: 9,525 shares; 2025Q3: 9,673 shares; 2025Q4: 9,640 shares; 2026Q1: 9,877 shares 9,877 $518K 0.01% +237 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,661 shares; 2024Q4: 97,586 shares; 2025Q1: 99,633 shares; 2025Q2: 128,117 shares; 2025Q3: 133,485 shares; 2025Q4: 134,905 shares; 2026Q1: 54,537 shares 54,537 $517K 0.01% -80,368 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,289 shares; 2024Q4: 46,929 shares; 2025Q1: 52,197 shares; 2025Q2: 42,198 shares; 2025Q3: 38,161 shares; 2025Q4: 45,272 shares; 2026Q1: 42,816 shares 42,816 $516K 0.01% -2,456 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,931 shares; 2024Q4: 17,690 shares; 2025Q1: 15,594 shares; 2025Q2: 13,884 shares; 2025Q3: 13,597 shares; 2025Q4: 14,568 shares; 2026Q1: 13,328 shares 13,328 $514K 0.01% -1,240 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,164 shares; 2024Q4: 11,527 shares; 2025Q1: 11,359 shares; 2025Q2: 11,917 shares; 2025Q3: 11,507 shares; 2025Q4: 10,996 shares; 2026Q1: 7,428 shares 7,428 $513K 0.01% -3,568 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,811 shares 20,811 $513K 0.01% new Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,298 shares; 2024Q4: 28,973 shares; 2025Q1: 35,211 shares; 2025Q2: 36,108 shares; 2025Q3: 41,802 shares; 2025Q4: 31,975 shares; 2026Q1: 24,431 shares 24,431 $512K 0.01% -7,544 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS 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: not reported; 2026Q1: 30,285 shares 30,285 $511K 0.01% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,360 shares 4,360 $510K 0.01% new Timeline BDEC 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: 15,253 shares; 2024Q4: 12,242 shares; 2025Q1: 12,479 shares; 2025Q2: 12,163 shares; 2025Q3: 10,422 shares; 2025Q4: 10,665 shares; 2026Q1: 10,623 shares 10,623 $510K 0.01% -42 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,140 shares; 2024Q4: 18,725 shares; 2025Q1: 18,650 shares; 2025Q2: 19,250 shares; 2025Q3: 19,150 shares; 2025Q4: 18,892 shares; 2026Q1: 13,692 shares 13,692 $510K 0.01% -5,200 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: 16,322 shares; 2024Q4: 16,599 shares; 2025Q1: 16,720 shares; 2025Q2: 16,255 shares; 2025Q3: 14,068 shares; 2025Q4: 14,073 shares; 2026Q1: 14,140 shares 14,140 $508K 0.01% +67 Timeline BSEP 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: 10,858 shares; 2024Q4: 10,703 shares; 2025Q1: 10,401 shares; 2025Q2: 10,079 shares; 2025Q3: 10,667 shares; 2025Q4: 10,652 shares; 2026Q1: 10,540 shares 10,540 $507K 0.01% -112 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,675 shares; 2024Q4: 17,494 shares; 2025Q1: 16,097 shares; 2025Q2: 15,898 shares; 2025Q3: 15,903 shares; 2025Q4: 14,908 shares; 2026Q1: 14,913 shares 14,913 $507K 0.01% +5 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,748 shares; 2025Q2: 14,208 shares; 2025Q3: 14,315 shares; 2025Q4: 13,850 shares; 2026Q1: 15,685 shares 15,685 $504K 0.01% +1,835 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 11,193 shares 11,193 $504K 0.01% new Timeline VT 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: 1,870 shares; 2024Q4: 1,883 shares; 2025Q1: 1,893 shares; 2025Q2: 1,884 shares; 2025Q3: 2,785 shares; 2025Q4: 2,981 shares; 2026Q1: 3,607 shares 3,607 $499K 0.01% +626 Timeline THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,236 shares; 2026Q1: 7,159 shares 7,159 $497K 0.01% +923 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 4,324 shares; 2025Q1: 4,377 shares; 2025Q2: 5,758 shares; 2025Q3: 7,934 shares; 2025Q4: 8,737 shares; 2026Q1: 9,892 shares 9,892 $496K 0.01% +1,155 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,848 shares; 2025Q1: 11,852 shares; 2025Q2: 11,857 shares; 2025Q3: 11,861 shares; 2025Q4: 11,993 shares; 2026Q1: 11,997 shares 11,997 $496K 0.01% +4 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 8,881 shares; 2025Q1: 9,379 shares; 2025Q2: 9,388 shares; 2025Q3: 9,497 shares; 2025Q4: 9,502 shares; 2026Q1: 9,504 shares 9,504 $495K 0.01% +2 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,598 shares; 2025Q1: 4,440 shares; 2025Q2: 4,197 shares; 2025Q3: 4,070 shares; 2025Q4: 4,345 shares; 2026Q1: 5,343 shares 5,343 $494K 0.01% +998 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: 6,275 shares; 2025Q2: 6,275 shares; 2025Q3: 6,210 shares; 2025Q4: 6,289 shares; 2026Q1: 6,378 shares 6,378 $493K 0.01% +89 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,229 shares; 2025Q1: 4,371 shares; 2025Q2: 4,342 shares; 2025Q3: 4,164 shares; 2025Q4: 4,212 shares; 2026Q1: 4,692 shares 4,692 $493K 0.01% +480 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,826 shares; 2025Q4: 15,160 shares; 2026Q1: 17,353 shares 17,353 $493K 0.01% +2,193 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,462 shares 19,462 $493K 0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,231 shares; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 2,297 shares; 2025Q4: 3,555 shares; 2026Q1: 4,080 shares 4,080 $492K 0.01% +525 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,428 shares; 2025Q1: 1,616 shares; 2025Q2: 1,615 shares; 2025Q3: 1,038 shares; 2025Q4: 1,075 shares; 2026Q1: 1,156 shares 1,156 $492K 0.01% +81 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,571 shares; 2025Q1: 3,963 shares; 2025Q2: 3,172 shares; 2025Q3: 3,097 shares; 2025Q4: 4,280 shares; 2026Q1: 4,365 shares 4,365 $491K 0.01% +85 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,190 shares; 2024Q4: 25,027 shares; 2025Q1: 24,542 shares; 2025Q2: 6,759 shares; 2025Q3: 6,502 shares; 2025Q4: 6,387 shares; 2026Q1: 6,206 shares 6,206 $491K 0.01% -181 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,782 shares; 2025Q1: 7,526 shares; 2025Q2: 8,453 shares; 2025Q3: 40,187 shares; 2025Q4: 39,213 shares; 2026Q1: 8,703 shares 8,703 $489K 0.01% -30,510 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to 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: 13,513 shares 13,513 $487K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,026 shares; 2025Q1: 4,376 shares; 2025Q2: 5,212 shares; 2025Q3: 2,749 shares; 2025Q4: 2,230 shares; 2026Q1: 2,454 shares 2,454 $487K 0.01% +224 Timeline IWB 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: 694 shares; 2024Q4: 700 shares; 2025Q1: 727 shares; 2025Q2: 704 shares; 2025Q3: 749 shares; 2025Q4: 763 shares; 2026Q1: 1,353 shares 1,353 $483K 0.01% +590 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,742 shares; 2025Q1: 6,233 shares; 2025Q2: 6,606 shares; 2025Q3: 7,277 shares; 2025Q4: 7,190 shares; 2026Q1: 6,627 shares 6,627 $481K 0.01% -563 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,798 shares; 2025Q1: 2,772 shares; 2025Q2: 3,361 shares; 2025Q3: 3,100 shares; 2025Q4: 2,346 shares; 2026Q1: 2,322 shares 2,322 $480K 0.01% -24 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 3,331 shares; 2025Q1: 2,932 shares; 2025Q2: 3,511 shares; 2025Q3: 3,789 shares; 2025Q4: 3,838 shares; 2026Q1: 3,781 shares 3,781 $477K 0.01% -57 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 8,152 shares; 2025Q1: 9,035 shares; 2025Q2: 9,084 shares; 2025Q3: 9,848 shares; 2025Q4: 10,045 shares; 2026Q1: 10,467 shares 10,467 $476K 0.01% +422 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,097 shares; 2025Q1: 11,370 shares; 2025Q2: 10,622 shares; 2025Q3: 10,542 shares; 2025Q4: 10,548 shares; 2026Q1: 10,554 shares 10,554 $476K 0.01% +6 Timeline BMAY 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: 17,163 shares; 2024Q4: 12,178 shares; 2025Q1: 11,971 shares; 2025Q2: 11,068 shares; 2025Q3: 11,080 shares; 2025Q4: 10,770 shares; 2026Q1: 10,600 shares 10,600 $476K 0.01% -170 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 7,478 shares; 2025Q1: 6,605 shares; 2025Q2: 7,113 shares; 2025Q3: 17,389 shares; 2025Q4: 12,487 shares; 2026Q1: 7,560 shares 7,560 $474K 0.01% -4,927 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 21,806 shares; 2025Q1: 26,117 shares; 2025Q2: 26,277 shares; 2025Q3: 26,449 shares; 2025Q4: 21,202 shares; 2026Q1: 17,659 shares 17,659 $474K 0.01% -3,543 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,331 shares; 2025Q1: 2,314 shares; 2025Q2: 2,280 shares; 2025Q3: 1,632 shares; 2025Q4: 1,686 shares; 2026Q1: 1,062 shares 1,062 $474K 0.01% -624 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,877 shares; 2024Q4: 38,154 shares; 2025Q1: 19,706 shares; 2025Q2: 19,613 shares; 2025Q3: 19,726 shares; 2025Q4: 19,239 shares; 2026Q1: 18,314 shares 18,314 $474K 0.01% -925 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,370 shares; 2025Q1: 2,317 shares; 2025Q2: 2,100 shares; 2025Q3: 4,059 shares; 2025Q4: 4,818 shares; 2026Q1: 1,701 shares 1,701 $473K 0.01% -3,117 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,137 shares; 2025Q1: 2,167 shares; 2025Q2: 2,234 shares; 2025Q3: 2,264 shares; 2025Q4: 2,076 shares; 2026Q1: 2,264 shares 2,264 $472K 0.01% +188 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,279 shares; 2025Q1: 2,388 shares; 2025Q2: 2,485 shares; 2025Q3: 2,346 shares; 2025Q4: 2,352 shares; 2026Q1: 2,378 shares 2,378 $471K 0.01% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,985 shares 4,985 $469K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,686 shares; 2024Q4: 39,641 shares; 2025Q1: 38,759 shares; 2025Q2: 36,696 shares; 2025Q3: 28,460 shares; 2025Q4: 26,545 shares; 2026Q1: 27,075 shares 27,075 $467K 0.01% +530 Timeline QCJL 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: 29,475 shares; 2025Q4: 40,911 shares; 2026Q1: 19,911 shares 19,911 $466K 0.01% -21,000 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 5,866 shares; 2025Q1: 2,574 shares; 2025Q2: 1,857 shares; 2025Q3: 5,084 shares; 2025Q4: 4,408 shares; 2026Q1: 3,629 shares 3,629 $465K 0.01% -779 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364 shares; 2025Q4: 335 shares; 2026Q1: 471 shares 471 $462K 0.01% +136 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 11,925 shares; 2025Q1: 10,351 shares; 2025Q2: 10,496 shares; 2025Q3: 9,904 shares; 2025Q4: 9,644 shares; 2026Q1: 9,194 shares 9,194 $461K 0.01% -450 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,810 shares; 2024Q4: 38,021 shares; 2025Q1: 30,102 shares; 2025Q2: 20,927 shares; 2025Q3: 18,321 shares; 2025Q4: 17,073 shares; 2026Q1: 16,054 shares 16,054 $461K 0.01% -1,019 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 2,833 shares; 2025Q1: 3,571 shares; 2025Q2: 3,860 shares; 2025Q3: 3,037 shares; 2025Q4: 3,366 shares; 2026Q1: 4,770 shares 4,770 $460K 0.01% +1,404 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 3,576 shares; 2025Q1: 3,979 shares; 2025Q2: 3,944 shares; 2025Q3: 3,778 shares; 2025Q4: 3,762 shares; 2026Q1: 4,334 shares 4,334 $458K 0.01% +572 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,949 shares; 2025Q1: 1,925 shares; 2025Q2: 1,796 shares; 2025Q3: 1,817 shares; 2025Q4: 1,825 shares; 2026Q1: 1,454 shares 1,454 $457K 0.01% -371 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,328 shares; 2024Q4: 87,368 shares; 2025Q1: 84,925 shares; 2025Q2: 83,917 shares; 2025Q3: 84,105 shares; 2025Q4: 84,926 shares; 2026Q1: 85,714 shares 85,714 $456K 0.01% +788 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,020 shares; 2025Q1: 2,194 shares; 2025Q2: 1,895 shares; 2025Q3: 1,662 shares; 2025Q4: 1,572 shares; 2026Q1: 1,553 shares 1,553 $455K 0.01% -19 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,937 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares; 2025Q3: 2,932 shares; 2025Q4: 2,768 shares; 2026Q1: 2,885 shares 2,885 $454K 0.01% +117 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,248 shares; 2024Q4: 29,593 shares; 2025Q1: 30,946 shares; 2025Q2: 26,260 shares; 2025Q3: 25,410 shares; 2025Q4: 26,235 shares; 2026Q1: 30,344 shares 30,344 $454K 0.01% +4,109 Timeline RNTX REIN THERAPEUTICS INC More: the full row for REIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,410 shares; 2024Q4: 236,210 shares; 2025Q1: 305,175 shares; 2025Q2: 276,777 shares; 2025Q3: 253,827 shares; 2025Q4: 247,277 shares; 2026Q1: 348,677 shares 348,677 $453K 0.01% +101,400 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 414 shares 414 $453K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 8,593 shares; 2025Q1: 6,918 shares; 2025Q2: 6,979 shares; 2025Q3: 7,507 shares; 2025Q4: 7,102 shares; 2026Q1: 7,726 shares 7,726 $452K 0.01% +624 Timeline PKB 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: 2,646 shares; 2025Q3: 3,791 shares; 2025Q4: 4,152 shares; 2026Q1: 4,625 shares 4,625 $451K 0.01% +473 Timeline FLMI 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: 9,502 shares; 2024Q4: 9,873 shares; 2025Q1: 9,511 shares; 2025Q2: 16,617 shares; 2025Q3: 14,119 shares; 2025Q4: 15,827 shares; 2026Q1: 18,155 shares 18,155 $450K 0.01% +2,328 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,580 shares; 2026Q1: 18,019 shares 18,019 $450K 0.01% +3,439 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,392 shares; 2025Q1: not reported; 2025Q2: 9,840 shares; 2025Q3: 9,928 shares; 2025Q4: 10,474 shares; 2026Q1: 8,977 shares 8,977 $449K 0.01% -1,497 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 11,499 shares; 2025Q1: 13,743 shares; 2025Q2: 13,824 shares; 2025Q3: 9,889 shares; 2025Q4: 7,841 shares; 2026Q1: 7,768 shares 7,768 $448K 0.01% -73 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,760 shares; 2026Q1: 13,700 shares 13,700 $446K 0.01% +5,940 Timeline XMAY 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: 20,183 shares; 2025Q3: 20,018 shares; 2025Q4: 13,041 shares; 2026Q1: 12,597 shares 12,597 $440K 0.01% -444 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 138 shares; 2025Q1: 133 shares; 2025Q2: 138 shares; 2025Q3: 135 shares; 2025Q4: 127 shares; 2026Q1: 104 shares 104 $438K 0.01% -23 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: 1,396 shares; 2024Q4: 1,383 shares; 2025Q1: 2,062 shares; 2025Q2: 2,228 shares; 2025Q3: 2,562 shares; 2025Q4: 2,598 shares; 2026Q1: 2,641 shares 2,641 $436K 0.01% +43 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,564 shares; 2025Q4: 7,175 shares; 2026Q1: 8,780 shares 8,780 $435K 0.01% +1,605 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,508 shares; 2025Q4: 1,439 shares; 2026Q1: 1,069 shares 1,069 $435K 0.01% -370 Timeline XMVM 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: 9,102 shares; 2024Q4: 7,552 shares; 2025Q1: 7,552 shares; 2025Q2: 7,152 shares; 2025Q3: 7,157 shares; 2025Q4: 7,423 shares; 2026Q1: 6,677 shares 6,677 $435K 0.01% -746 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 14,985 shares; 2025Q1: 9,669 shares; 2025Q2: 9,769 shares; 2025Q3: 9,605 shares; 2025Q4: 9,500 shares; 2026Q1: 7,553 shares 7,553 $432K 0.01% -1,947 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 3,508 shares; 2025Q1: 1,367 shares; 2025Q2: 1,851 shares; 2025Q3: 2,039 shares; 2025Q4: 1,822 shares; 2026Q1: 2,470 shares 2,470 $431K 0.01% +648 Timeline PAUG 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: 30,994 shares; 2024Q4: 29,420 shares; 2025Q1: 16,151 shares; 2025Q2: 11,228 shares; 2025Q3: 33,123 shares; 2025Q4: 29,999 shares; 2026Q1: 10,063 shares 10,063 $430K 0.01% -19,936 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,362 shares; 2025Q3: 4,623 shares; 2025Q4: 6,289 shares; 2026Q1: 6,402 shares 6,402 $430K 0.01% +113 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,852 shares; 2024Q4: 29,381 shares; 2025Q1: 33,550 shares; 2025Q2: 30,524 shares; 2025Q3: 33,711 shares; 2025Q4: 25,229 shares; 2026Q1: 25,047 shares 25,047 $429K 0.01% -182 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,316 shares; 2025Q3: 9,372 shares; 2025Q4: 10,137 shares; 2026Q1: 12,157 shares 12,157 $429K 0.01% +2,020 Timeline EPU 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: 5,976 shares; 2025Q2: 7,790 shares; 2025Q3: 8,295 shares; 2025Q4: 5,282 shares; 2026Q1: 5,304 shares 5,304 $428K 0.01% +22 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares; 2025Q4: 4,075 shares; 2026Q1: 6,149 shares 6,149 $426K 0.01% +2,074 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares 670 $426K 0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,952 shares; 2024Q4: 16,982 shares; 2025Q1: 10,769 shares; 2025Q2: 14,007 shares; 2025Q3: 14,045 shares; 2025Q4: 14,078 shares; 2026Q1: 10,951 shares 10,951 $426K 0.01% -3,127 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,723 shares; 2024Q4: 51,697 shares; 2025Q1: 68,729 shares; 2025Q2: 61,258 shares; 2025Q3: 27,231 shares; 2025Q4: 12,683 shares; 2026Q1: 10,208 shares 10,208 $425K 0.01% -2,475 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 1,825 shares; 2025Q1: 1,732 shares; 2025Q2: 1,696 shares; 2025Q3: 1,718 shares; 2025Q4: 1,574 shares; 2026Q1: 2,041 shares 2,041 $425K 0.01% +467 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,932 shares 3,932 $425K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 9,311 shares; 2025Q1: not reported; 2025Q2: 8,679 shares; 2025Q3: 12,045 shares; 2025Q4: 12,659 shares; 2026Q1: 13,922 shares 13,922 $425K 0.01% +1,263 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,528 shares; 2026Q1: 4,092 shares 4,092 $425K 0.01% +564 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,265 shares; 2025Q3: 13,259 shares; 2025Q4: 17,625 shares; 2026Q1: 17,625 shares 17,625 $423K 0.01% 0 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 13,559 shares; 2025Q1: 11,609 shares; 2025Q2: 14,011 shares; 2025Q3: 18,186 shares; 2025Q4: 18,946 shares; 2026Q1: 18,992 shares 18,992 $423K 0.01% +46 Timeline PDEC 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: 17,745 shares; 2024Q4: 12,471 shares; 2025Q1: 11,975 shares; 2025Q2: 12,757 shares; 2025Q3: 12,438 shares; 2025Q4: 10,327 shares; 2026Q1: 9,925 shares 9,925 $422K 0.01% -402 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,147 shares; 2025Q2: 8,394 shares; 2025Q3: 6,879 shares; 2025Q4: 10,239 shares; 2026Q1: 4,490 shares 4,490 $421K 0.01% -5,749 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,531 shares; 2025Q4: 2,506 shares; 2026Q1: 2,456 shares 2,456 $420K 0.01% -50 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,904 shares; 2025Q4: 11,055 shares; 2026Q1: 6,744 shares 6,744 $420K 0.01% -4,311 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 7,690 shares; 2025Q1: 7,623 shares; 2025Q2: 6,688 shares; 2025Q3: 7,494 shares; 2025Q4: 7,274 shares; 2026Q1: 7,346 shares 7,346 $419K 0.01% +72 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,178 shares; 2025Q1: 4,658 shares; 2025Q2: 4,727 shares; 2025Q3: 4,615 shares; 2025Q4: 4,555 shares; 2026Q1: 4,488 shares 4,488 $419K 0.01% -67 Timeline VIOV 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: 9,285 shares; 2024Q4: 8,414 shares; 2025Q1: 5,388 shares; 2025Q2: 4,204 shares; 2025Q3: 4,233 shares; 2025Q4: 4,223 shares; 2026Q1: 4,108 shares 4,108 $418K 0.01% -115 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,396 shares; 2025Q1: 7,396 shares; 2025Q2: 7,764 shares; 2025Q3: 7,396 shares; 2025Q4: 7,396 shares; 2026Q1: 7,396 shares 7,396 $418K 0.01% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,530 shares; 2025Q3: 4,917 shares; 2025Q4: 4,982 shares; 2026Q1: 4,985 shares 4,985 $418K 0.01% +3 Timeline GOVT 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: 13,712 shares; 2024Q4: 10,371 shares; 2025Q1: 9,889 shares; 2025Q2: not reported; 2025Q3: 9,499 shares; 2025Q4: 11,099 shares; 2026Q1: 18,172 shares 18,172 $416K 0.01% +7,073 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: 10,914 shares; 2024Q4: 12,929 shares; 2025Q1: 13,109 shares; 2025Q2: 13,109 shares; 2025Q3: 13,109 shares; 2025Q4: 13,182 shares; 2026Q1: 13,182 shares 13,182 $415K 0.01% 0 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: not reported; 2025Q1: 6,890 shares; 2025Q2: 7,377 shares; 2025Q3: 8,067 shares; 2025Q4: 8,269 shares; 2026Q1: 8,978 shares 8,978 $415K 0.01% +709 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 9,359 shares; 2025Q1: 9,037 shares; 2025Q2: 9,315 shares; 2025Q3: 9,676 shares; 2025Q4: 10,780 shares; 2026Q1: 10,158 shares 10,158 $414K 0.01% -622 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 18,035 shares; 2025Q1: 16,535 shares; 2025Q2: 10,612 shares; 2025Q3: 10,432 shares; 2025Q4: 10,466 shares; 2026Q1: 9,608 shares 9,608 $414K 0.01% -858 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,520 shares; 2025Q1: not reported; 2025Q2: 25,525 shares; 2025Q3: 22,890 shares; 2025Q4: 3,918 shares; 2026Q1: 3,772 shares 3,772 $413K 0.01% -146 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,362 shares; 2025Q4: 8,748 shares; 2026Q1: 9,723 shares 9,723 $411K 0.01% +975 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,053 shares; 2024Q4: 56,713 shares; 2025Q1: 45,844 shares; 2025Q2: 79,567 shares; 2025Q3: 72,730 shares; 2025Q4: 8,252 shares; 2026Q1: 8,252 shares 8,252 $410K 0.01% 0 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: 14,341 shares; 2025Q1: 23,079 shares; 2025Q2: 27,069 shares; 2025Q3: 25,916 shares; 2025Q4: 23,674 shares; 2026Q1: 18,014 shares 18,014 $410K 0.01% -5,660 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,603 shares; 2024Q4: 47,544 shares; 2025Q1: 45,063 shares; 2025Q2: 47,367 shares; 2025Q3: 4,246 shares; 2025Q4: 3,876 shares; 2026Q1: 3,886 shares 3,886 $408K 0.01% +10 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,496 shares; 2026Q1: 4,174 shares 4,174 $407K 0.01% -1,322 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER 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: 35,123 shares 35,123 $406K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,539 shares; 2025Q3: 1,424 shares; 2025Q4: 1,385 shares; 2026Q1: 1,045 shares 1,045 $406K 0.01% -340 Timeline PTF 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: 7,673 shares; 2025Q1: 8,846 shares; 2025Q2: 8,121 shares; 2025Q3: 4,337 shares; 2025Q4: 4,769 shares; 2026Q1: 4,699 shares 4,699 $406K 0.01% -70 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: 12,024 shares; 2024Q4: 24,458 shares; 2025Q1: 24,284 shares; 2025Q2: 24,136 shares; 2025Q3: 22,204 shares; 2025Q4: 22,095 shares; 2026Q1: 16,183 shares 16,183 $403K 0.01% -5,912 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,625 shares; 2025Q4: 11,404 shares; 2026Q1: 9,561 shares 9,561 $403K 0.01% -1,843 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,930 shares; 2024Q4: 33,682 shares; 2025Q1: 17,732 shares; 2025Q2: 17,173 shares; 2025Q3: 16,766 shares; 2025Q4: 16,670 shares; 2026Q1: 15,111 shares 15,111 $402K 0.01% -1,559 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,855 shares; 2025Q1: 3,760 shares; 2025Q2: 3,607 shares; 2025Q3: 3,639 shares; 2025Q4: 3,599 shares; 2026Q1: 4,292 shares 4,292 $400K 0.01% +693 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,434 shares; 2025Q1: 4,746 shares; 2025Q2: 4,711 shares; 2025Q3: 5,934 shares; 2025Q4: 6,254 shares; 2026Q1: 6,254 shares 6,254 $400K 0.01% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,697 shares; 2024Q4: 15,528 shares; 2025Q1: 14,792 shares; 2025Q2: 12,863 shares; 2025Q3: 12,666 shares; 2025Q4: 11,966 shares; 2026Q1: 8,920 shares 8,920 $400K 0.01% -3,046 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 826 shares; 2025Q1: 828 shares; 2025Q2: 705 shares; 2025Q3: 708 shares; 2025Q4: 747 shares; 2026Q1: 762 shares 762 $398K 0.01% +15 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,496 shares; 2025Q1: 19,718 shares; 2025Q2: 32,008 shares; 2025Q3: 32,004 shares; 2025Q4: 13,235 shares; 2026Q1: 13,058 shares 13,058 $397K 0.01% -177 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: 5,096 shares; 2024Q4: 5,250 shares; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 6,475 shares; 2025Q4: 6,418 shares; 2026Q1: 6,271 shares 6,271 $396K 0.01% -147 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 6,290 shares; 2025Q3: 6,329 shares; 2025Q4: 7,165 shares; 2026Q1: 7,179 shares 7,179 $396K 0.01% +14 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,249 shares; 2024Q4: 8,280 shares; 2025Q1: 9,054 shares; 2025Q2: 9,006 shares; 2025Q3: 9,024 shares; 2025Q4: 8,791 shares; 2026Q1: 8,622 shares 8,622 $396K 0.01% -169 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,104 shares; 2024Q4: 5,948 shares; 2025Q1: 7,499 shares; 2025Q2: 6,084 shares; 2025Q3: 5,833 shares; 2025Q4: 6,127 shares; 2026Q1: 6,100 shares 6,100 $395K 0.01% -27 Timeline EIDO 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: 11,142 shares; 2025Q4: 21,473 shares; 2026Q1: 24,996 shares 24,996 $395K 0.01% +3,523 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: 7,363 shares; 2025Q1: 4,706 shares; 2025Q2: 3,024 shares; 2025Q3: 2,685 shares; 2025Q4: 2,443 shares; 2026Q1: 2,279 shares 2,279 $393K 0.01% -164 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: 11,900 shares; 2024Q4: 10,725 shares; 2025Q1: 10,625 shares; 2025Q2: 10,906 shares; 2025Q3: 7,197 shares; 2025Q4: 7,737 shares; 2026Q1: 9,254 shares 9,254 $389K 0.01% +1,517 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,082 shares; 2025Q3: 42,099 shares; 2025Q4: 11,647 shares; 2026Q1: 10,001 shares 10,001 $388K 0.01% -1,646 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,308 shares; 2025Q1: 2,101 shares; 2025Q2: 2,062 shares; 2025Q3: 1,776 shares; 2025Q4: 1,772 shares; 2026Q1: 1,410 shares 1,410 $388K 0.01% -362 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,512 shares; 2026Q1: 13,679 shares 13,679 $388K 0.01% +7,167 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,013 shares; 2025Q4: 18,369 shares; 2026Q1: 18,222 shares 18,222 $384K 0.01% -147 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,110 shares 2,110 $384K 0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,376 shares; 2025Q1: 2,882 shares; 2025Q2: 3,140 shares; 2025Q3: 2,774 shares; 2025Q4: 2,683 shares; 2026Q1: 2,694 shares 2,694 $383K 0.01% +11 Timeline SPMD 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: 8,156 shares; 2024Q4: 8,059 shares; 2025Q1: 7,974 shares; 2025Q2: 7,973 shares; 2025Q3: 6,923 shares; 2025Q4: 6,949 shares; 2026Q1: 6,455 shares 6,455 $382K 0.01% -494 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,425 shares; 2024Q4: 2,612 shares; 2025Q1: 2,284 shares; 2025Q2: 1,800 shares; 2025Q3: 1,626 shares; 2025Q4: 1,575 shares; 2026Q1: 1,847 shares 1,847 $381K 0.01% +272 Timeline BFEB 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: 8,796 shares; 2024Q4: 8,796 shares; 2025Q1: 9,061 shares; 2025Q2: 7,746 shares; 2025Q3: 7,765 shares; 2025Q4: 7,763 shares; 2026Q1: 7,950 shares 7,950 $379K 0.01% +187 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,497 shares; 2025Q3: 17,170 shares; 2025Q4: 18,886 shares; 2026Q1: 19,733 shares 19,733 $379K 0.01% +847 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares 538 $378K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,788 shares; 2025Q1: 4,859 shares; 2025Q2: 4,773 shares; 2025Q3: 5,531 shares; 2025Q4: 5,658 shares; 2026Q1: 6,337 shares 6,337 $377K 0.01% +679 Timeline FDRR 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: 6,766 shares; 2024Q4: 8,373 shares; 2025Q1: 7,056 shares; 2025Q2: 7,033 shares; 2025Q3: 6,498 shares; 2025Q4: 6,429 shares; 2026Q1: 6,417 shares 6,417 $377K 0.01% -12 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,610 shares; 2026Q1: 7,508 shares 7,508 $376K 0.01% +1,898 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 7,638 shares 7,638 $375K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,895 shares; 2025Q1: 7,158 shares; 2025Q2: 6,235 shares; 2025Q3: 6,176 shares; 2025Q4: 6,548 shares; 2026Q1: 6,348 shares 6,348 $375K 0.01% -200 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,561 shares; 2025Q1: 4,056 shares; 2025Q2: 3,666 shares; 2025Q3: 3,246 shares; 2025Q4: 1,356 shares; 2026Q1: 1,403 shares 1,403 $373K 0.01% +47 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: 5,090 shares; 2024Q4: 5,097 shares; 2025Q1: 5,077 shares; 2025Q2: 5,072 shares; 2025Q3: 2,823 shares; 2025Q4: 2,823 shares; 2026Q1: 2,823 shares 2,823 $373K 0.01% 0 Timeline MDYG 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: 3,880 shares; 2024Q4: 3,899 shares; 2025Q1: 4,001 shares; 2025Q2: 4,346 shares; 2025Q3: 4,131 shares; 2025Q4: 3,407 shares; 2026Q1: 3,845 shares 3,845 $369K 0.01% +438 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,163 shares; 2025Q2: 11,086 shares; 2025Q3: 4,952 shares; 2025Q4: 1,767 shares; 2026Q1: 1,601 shares 1,601 $369K 0.01% -166 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,896 shares; 2026Q1: 7,390 shares 7,390 $368K 0.01% +494 Timeline FFLC 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: 11,818 shares; 2024Q4: 12,715 shares; 2025Q1: 8,501 shares; 2025Q2: 8,306 shares; 2025Q3: 8,149 shares; 2025Q4: 9,600 shares; 2026Q1: 7,170 shares 7,170 $368K 0.01% -2,430 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,139 shares 2,139 $367K 0.01% new Timeline PMAR 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: 7,369 shares; 2024Q4: 7,319 shares; 2025Q1: 12,412 shares; 2025Q2: 10,710 shares; 2025Q3: 10,414 shares; 2025Q4: 9,414 shares; 2026Q1: 8,202 shares 8,202 $366K 0.01% -1,212 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,282 shares; 2024Q4: 17,101 shares; 2025Q1: 10,695 shares; 2025Q2: 10,590 shares; 2025Q3: 10,696 shares; 2025Q4: 10,704 shares; 2026Q1: 9,772 shares 9,772 $366K 0.01% -932 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: 1,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,014 shares; 2026Q1: 3,183 shares 3,183 $364K 0.01% +169 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,767 shares; 2024Q4: 11,120 shares; 2025Q1: 11,120 shares; 2025Q2: 11,122 shares; 2025Q3: 11,149 shares; 2025Q4: 11,139 shares; 2026Q1: 11,231 shares 11,231 $361K 0.01% +92 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST 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: 5,790 shares; 2025Q4: 9,290 shares; 2026Q1: 9,349 shares 9,349 $359K 0.01% +59 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,459 shares; 2024Q4: 15,566 shares; 2025Q1: 18,808 shares; 2025Q2: 16,612 shares; 2025Q3: 17,590 shares; 2025Q4: 7,934 shares; 2026Q1: 5,967 shares 5,967 $359K 0.01% -1,967 Timeline XVV 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: 7,614 shares; 2024Q4: 7,647 shares; 2025Q1: 7,598 shares; 2025Q2: 8,217 shares; 2025Q3: 7,621 shares; 2025Q4: 7,255 shares; 2026Q1: 7,271 shares 7,271 $358K 0.01% +16 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,900 shares; 2025Q4: 12,000 shares; 2026Q1: 11,700 shares 11,700 $358K 0.01% -300 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,668 shares; 2024Q4: 29,463 shares; 2025Q1: 25,818 shares; 2025Q2: 19,235 shares; 2025Q3: 16,837 shares; 2025Q4: 16,198 shares; 2026Q1: 15,101 shares 15,101 $358K 0.01% -1,097 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: 1,311 shares; 2024Q4: 1,190 shares; 2025Q1: 1,300 shares; 2025Q2: 1,218 shares; 2025Q3: 1,151 shares; 2025Q4: 2,150 shares; 2026Q1: 1,135 shares 1,135 $357K 0.01% -1,015 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,563 shares; 2025Q4: 10,639 shares; 2026Q1: 8,941 shares 8,941 $355K 0.01% -1,698 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,661 shares; 2025Q1: 5,580 shares; 2025Q2: 6,641 shares; 2025Q3: 7,220 shares; 2025Q4: 6,490 shares; 2026Q1: 6,985 shares 6,985 $354K 0.01% +495 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 6,052 shares; 2025Q1: 5,986 shares; 2025Q2: 7,057 shares; 2025Q3: 7,476 shares; 2025Q4: 6,591 shares; 2026Q1: 4,959 shares 4,959 $353K 0.01% -1,632 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,945 shares; 2025Q3: 5,154 shares; 2025Q4: 4,213 shares; 2026Q1: 4,233 shares 4,233 $351K 0.01% +20 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 14,147 shares; 2025Q1: 11,982 shares; 2025Q2: 11,822 shares; 2025Q3: 11,389 shares; 2025Q4: 10,602 shares; 2026Q1: 9,337 shares 9,337 $350K 0.01% -1,265 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,425 shares; 2025Q4: 6,786 shares; 2026Q1: 7,212 shares 7,212 $349K 0.01% +426 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,001 shares; 2024Q4: 2,246 shares; 2025Q1: 2,409 shares; 2025Q2: 2,373 shares; 2025Q3: 2,226 shares; 2025Q4: 2,161 shares; 2026Q1: 2,301 shares 2,301 $348K 0.01% +140 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 1,887 shares; 2025Q1: 1,365 shares; 2025Q2: 1,346 shares; 2025Q3: 1,107 shares; 2025Q4: 1,147 shares; 2026Q1: 1,152 shares 1,152 $348K 0.01% +5 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,486 shares; 2024Q4: 14,356 shares; 2025Q1: 14,279 shares; 2025Q2: 12,937 shares; 2025Q3: 13,206 shares; 2025Q4: 13,197 shares; 2026Q1: 13,707 shares 13,707 $348K 0.01% +510 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 6,806 shares; 2025Q1: 3,774 shares; 2025Q2: 3,629 shares; 2025Q3: 3,647 shares; 2025Q4: 3,657 shares; 2026Q1: 3,663 shares 3,663 $346K 0.01% +6 Timeline PSL 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: 2,938 shares; 2024Q4: 2,904 shares; 2025Q1: 3,134 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,190 shares; 2026Q1: 3,186 shares 3,186 $346K 0.01% -4 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,635 shares 2,635 $346K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 1,992 shares; 2025Q1: 2,647 shares; 2025Q2: 3,118 shares; 2025Q3: 3,069 shares; 2025Q4: 6,924 shares; 2026Q1: 2,289 shares 2,289 $345K 0.01% -4,635 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,516 shares; 2024Q4: 86,249 shares; 2025Q1: 112,996 shares; 2025Q2: 111,411 shares; 2025Q3: 34,174 shares; 2025Q4: 24,774 shares; 2026Q1: 27,651 shares 27,651 $344K 0.01% +2,877 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,326 shares; 2025Q1: 2,254 shares; 2025Q2: 2,529 shares; 2025Q3: 2,511 shares; 2025Q4: 2,505 shares; 2026Q1: 1,979 shares 1,979 $343K 0.01% -526 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,926 shares; 2025Q1: 2,022 shares; 2025Q2: 1,982 shares; 2025Q3: 1,987 shares; 2025Q4: 1,883 shares; 2026Q1: 1,882 shares 1,882 $343K 0.01% -1 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,408 shares 13,408 $342K 0.01% new Timeline GDMN 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: 3,158 shares; 2026Q1: 3,371 shares 3,371 $341K 0.01% +213 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 3,294 shares; 2025Q4: 3,272 shares; 2026Q1: 3,272 shares 3,272 $341K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 4,170 shares; 2025Q1: 4,183 shares; 2025Q2: 4,252 shares; 2025Q3: 4,195 shares; 2025Q4: 4,073 shares; 2026Q1: 4,061 shares 4,061 $340K 0.01% -12 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 3,873 shares; 2025Q1: 1,940 shares; 2025Q2: 1,659 shares; 2025Q3: 2,363 shares; 2025Q4: 2,458 shares; 2026Q1: 2,263 shares 2,263 $340K 0.01% -195 Timeline