XSVM 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: 6,911 shares; 2024Q4: 7,601 shares; 2025Q1: 7,240 shares; 2025Q2: 5,984 shares; 2025Q3: 5,787 shares; 2025Q4: 5,618 shares; 2026Q1: 5,631 shares 5,631 $339K 0.01% +13 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 7,033 shares; 2025Q1: 6,796 shares; 2025Q2: 6,625 shares; 2025Q3: 5,793 shares; 2025Q4: 5,806 shares; 2026Q1: 4,986 shares 4,986 $339K 0.01% -820 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 964 shares; 2025Q1: 1,017 shares; 2025Q2: 1,659 shares; 2025Q3: 1,513 shares; 2025Q4: 1,154 shares; 2026Q1: 697 shares 697 $338K 0.01% -457 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 21,905 shares; 2025Q4: 17,510 shares; 2026Q1: 25,024 shares 25,024 $338K 0.01% +7,514 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 8,435 shares; 2025Q1: 7,690 shares; 2025Q2: 11,235 shares; 2025Q3: 4,430 shares; 2025Q4: 4,632 shares; 2026Q1: 6,470 shares 6,470 $338K 0.01% +1,838 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 646 shares; 2025Q1: 604 shares; 2025Q2: 551 shares; 2025Q3: 654 shares; 2025Q4: 640 shares; 2026Q1: 626 shares 626 $338K 0.01% -14 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,839 shares; 2024Q4: 14,503 shares; 2025Q1: 11,965 shares; 2025Q2: 10,372 shares; 2025Q3: 10,372 shares; 2025Q4: 8,072 shares; 2026Q1: 7,307 shares 7,307 $337K 0.01% -765 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,037 shares; 2024Q4: 25,587 shares; 2025Q1: 19,768 shares; 2025Q2: 11,463 shares; 2025Q3: 8,293 shares; 2025Q4: 8,212 shares; 2026Q1: 6,669 shares 6,669 $336K 0.01% -1,543 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,659 shares; 2024Q4: 11,863 shares; 2025Q1: 12,380 shares; 2025Q2: 11,770 shares; 2025Q3: 12,633 shares; 2025Q4: 12,765 shares; 2026Q1: 13,371 shares 13,371 $335K 0.01% +606 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,687 shares; 2024Q4: 11,637 shares; 2025Q1: 41,637 shares; 2025Q2: 32,864 shares; 2025Q3: 47,006 shares; 2025Q4: 42,378 shares; 2026Q1: 81,227 shares 81,227 $335K 0.01% +38,849 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,763 shares; 2025Q2: 11,466 shares; 2025Q3: 10,326 shares; 2025Q4: 11,736 shares; 2026Q1: 11,480 shares 11,480 $334K 0.01% -256 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,526 shares; 2025Q1: 2,501 shares; 2025Q2: 2,504 shares; 2025Q3: 2,022 shares; 2025Q4: 2,058 shares; 2026Q1: 1,683 shares 1,683 $334K 0.01% -375 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,422 shares; 2024Q4: 22,482 shares; 2025Q1: 24,009 shares; 2025Q2: 18,861 shares; 2025Q3: 22,990 shares; 2025Q4: 17,054 shares; 2026Q1: 14,519 shares 14,519 $333K 0.01% -2,535 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,216 shares; 2025Q1: 2,123 shares; 2025Q2: 2,061 shares; 2025Q3: 2,018 shares; 2025Q4: 2,014 shares; 2026Q1: 1,957 shares 1,957 $332K 0.01% -57 Timeline PFEB 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: 105,625 shares; 2024Q4: 102,002 shares; 2025Q1: 103,129 shares; 2025Q2: 5,477 shares; 2025Q3: 5,427 shares; 2025Q4: 5,377 shares; 2026Q1: 8,269 shares 8,269 $332K 0.01% +2,892 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382 shares; 2026Q1: 390 shares 390 $331K 0.01% +8 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,553 shares; 2024Q4: 144,713 shares; 2025Q1: 156,871 shares; 2025Q2: 147,177 shares; 2025Q3: 115,011 shares; 2025Q4: 101,779 shares; 2026Q1: 15,829 shares 15,829 $331K 0.01% -85,950 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,142 shares; 2025Q3: 5,578 shares; 2025Q4: 6,291 shares; 2026Q1: 7,199 shares 7,199 $330K 0.01% +908 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,147 shares; 2025Q1: 5,894 shares; 2025Q2: 5,801 shares; 2025Q3: 5,837 shares; 2025Q4: 5,945 shares; 2026Q1: 6,103 shares 6,103 $330K 0.01% +158 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 6,871 shares; 2025Q1: 7,433 shares; 2025Q2: 7,551 shares; 2025Q3: 7,136 shares; 2025Q4: 7,156 shares; 2026Q1: 6,272 shares 6,272 $330K 0.01% -884 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 58,795 shares; 2025Q1: 60,334 shares; 2025Q2: 38,755 shares; 2025Q3: 34,611 shares; 2025Q4: 30,277 shares; 2026Q1: 30,636 shares 30,636 $329K 0.01% +359 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK 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: 13,756 shares 13,756 $329K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 2,234 shares; 2025Q1: 2,134 shares; 2025Q2: 1,785 shares; 2025Q3: 1,674 shares; 2025Q4: 1,806 shares; 2026Q1: 1,579 shares 1,579 $328K 0.01% -227 Timeline EEMS 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: 4,674 shares; 2024Q4: 4,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,740 shares 4,740 $328K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 521 shares; 2025Q1: 623 shares; 2025Q2: 481 shares; 2025Q3: 166 shares; 2025Q4: 542 shares; 2026Q1: 189 shares 189 $327K 0.01% -353 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 4,338 shares; 2025Q1: 2,758 shares; 2025Q2: 2,926 shares; 2025Q3: 4,212 shares; 2025Q4: 1,937 shares; 2026Q1: 1,906 shares 1,906 $322K 0.01% -31 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,278 shares; 2025Q2: 4,305 shares; 2025Q3: 4,952 shares; 2025Q4: 5,308 shares; 2026Q1: 5,847 shares 5,847 $321K 0.01% +539 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: not reported; 2026Q1: 1,535 shares 1,535 $321K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,354 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,244 shares 5,244 $320K 0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,906 shares; 2024Q4: 9,898 shares; 2025Q1: 10,095 shares; 2025Q2: 7,680 shares; 2025Q3: 7,708 shares; 2025Q4: 8,226 shares; 2026Q1: 8,161 shares 8,161 $319K 0.01% -65 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221 shares; 2025Q1: 238 shares; 2025Q2: 290 shares; 2025Q3: 278 shares; 2025Q4: 272 shares; 2026Q1: 291 shares 291 $318K 0.01% +19 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 10,021 shares; 2025Q1: 9,256 shares; 2025Q2: 7,136 shares; 2025Q3: 7,261 shares; 2025Q4: 6,238 shares; 2026Q1: 6,338 shares 6,338 $317K 0.01% +100 Timeline KOCT 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: 17,131 shares; 2025Q1: 13,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,793 shares; 2026Q1: 9,299 shares 9,299 $315K 0.01% -28,494 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,374 shares; 2025Q1: 1,291 shares; 2025Q2: 1,088 shares; 2025Q3: 1,062 shares; 2025Q4: 1,033 shares; 2026Q1: 1,034 shares 1,034 $314K 0.01% +1 Timeline FMHI 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: 12,241 shares; 2024Q4: 12,269 shares; 2025Q1: 11,092 shares; 2025Q2: 10,199 shares; 2025Q3: 10,233 shares; 2025Q4: 6,942 shares; 2026Q1: 6,611 shares 6,611 $314K 0.01% -331 Timeline STRO SUTRO BIOPHARMA INC More: the full row for SUTRO BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,520 shares 12,520 $312K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,035 shares; 2025Q1: 7,926 shares; 2025Q2: 9,162 shares; 2025Q3: 9,192 shares; 2025Q4: 9,250 shares; 2026Q1: 8,611 shares 8,611 $311K 0.01% -639 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,090 shares; 2026Q1: 6,267 shares 6,267 $310K 0.01% +2,177 Timeline USAI 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: not reported; 2025Q4: 6,491 shares; 2026Q1: 6,561 shares 6,561 $308K 0.01% +70 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,495 shares; 2024Q4: 9,566 shares; 2025Q1: 9,256 shares; 2025Q2: 14,190 shares; 2025Q3: 5,656 shares; 2025Q4: 5,705 shares; 2026Q1: 7,957 shares 7,957 $308K 0.01% +2,252 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,114 shares 7,114 $307K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,837 shares; 2025Q1: not reported; 2025Q2: 12,915 shares; 2025Q3: 15,779 shares; 2025Q4: 10,183 shares; 2026Q1: 10,607 shares 10,607 $306K 0.01% +424 Timeline PNOV 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: 9,500 shares; 2024Q4: 9,130 shares; 2025Q1: 7,226 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 7,620 shares; 2026Q1: 7,466 shares 7,466 $305K 0.01% -154 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 3,864 shares; 2025Q1: 4,055 shares; 2025Q2: 3,865 shares; 2025Q3: 3,571 shares; 2025Q4: 3,518 shares; 2026Q1: 3,806 shares 3,806 $305K 0.01% +288 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,753 shares; 2025Q4: 1,787 shares; 2026Q1: 1,516 shares 1,516 $303K 0.01% -271 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,474 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares 1,550 $303K 0.01% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK 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: 6,632 shares; 2025Q2: 6,680 shares; 2025Q3: 6,488 shares; 2025Q4: 6,483 shares; 2026Q1: 6,307 shares 6,307 $303K 0.01% -176 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,046 shares; 2025Q1: 3,719 shares; 2025Q2: 3,668 shares; 2025Q3: 3,685 shares; 2025Q4: 3,553 shares; 2026Q1: 3,218 shares 3,218 $302K 0.01% -335 Timeline IGE 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: 4,470 shares; 2025Q2: not reported; 2025Q3: 4,473 shares; 2025Q4: 4,474 shares; 2026Q1: 4,761 shares 4,761 $300K 0.01% +287 Timeline XDEC 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: 7,411 shares; 2024Q4: 7,411 shares; 2025Q1: 7,411 shares; 2025Q2: 7,411 shares; 2025Q3: 7,411 shares; 2025Q4: 7,411 shares; 2026Q1: 7,411 shares 7,411 $299K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,471 shares; 2025Q1: 2,256 shares; 2025Q2: 1,586 shares; 2025Q3: 2,536 shares; 2025Q4: 2,502 shares; 2026Q1: 1,921 shares 1,921 $299K 0.01% -581 Timeline SNOV 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: 19,568 shares; 2025Q1: 19,338 shares; 2025Q2: 18,965 shares; 2025Q3: 18,914 shares; 2025Q4: 12,060 shares; 2026Q1: 12,012 shares 12,012 $298K 0.01% -48 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: not reported; 2025Q1: 11,193 shares; 2025Q2: 11,670 shares; 2025Q3: 12,191 shares; 2025Q4: 13,782 shares; 2026Q1: 13,230 shares 13,230 $298K 0.01% -552 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,452 shares; 2024Q4: 19,143 shares; 2025Q1: 13,629 shares; 2025Q2: 13,715 shares; 2025Q3: 29,820 shares; 2025Q4: 33,234 shares; 2026Q1: 32,169 shares 32,169 $296K 0.01% -1,065 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,224 shares; 2025Q1: 1,832 shares; 2025Q2: 1,243 shares; 2025Q3: 1,005 shares; 2025Q4: 873 shares; 2026Q1: 815 shares 815 $296K 0.01% -58 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,042 shares; 2025Q3: 5,953 shares; 2025Q4: 5,703 shares; 2026Q1: 5,553 shares 5,553 $295K 0.01% -150 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,654 shares; 2026Q1: 5,949 shares 5,949 $295K 0.01% -705 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,223 shares; 2025Q4: not reported; 2026Q1: 3,673 shares 3,673 $294K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 66 shares; 2025Q1: 83 shares; 2025Q2: 74 shares; 2025Q3: 83 shares; 2025Q4: 86 shares; 2026Q1: 87 shares 87 $294K 0.01% +1 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,513 shares; 2025Q4: 6,611 shares; 2026Q1: 8,419 shares 8,419 $293K 0.01% +1,808 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,913 shares; 2026Q1: 3,695 shares 3,695 $293K 0.01% -218 Timeline FMDE 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: 9,799 shares; 2024Q4: 8,571 shares; 2025Q1: 6,808 shares; 2025Q2: 6,389 shares; 2025Q3: 6,168 shares; 2025Q4: 8,111 shares; 2026Q1: 8,134 shares 8,134 $293K 0.01% +23 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,647 shares; 2025Q3: 2,616 shares; 2025Q4: 1,786 shares; 2026Q1: 1,685 shares 1,685 $292K 0.01% -101 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,299 shares; 2025Q4: 8,312 shares; 2026Q1: 10,172 shares 10,172 $292K 0.01% +1,860 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,463 shares; 2025Q1: 3,281 shares; 2025Q2: 3,334 shares; 2025Q3: 3,591 shares; 2025Q4: 3,199 shares; 2026Q1: 3,166 shares 3,166 $292K 0.01% -33 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,568 shares; 2024Q4: 43,232 shares; 2025Q1: 41,619 shares; 2025Q2: 33,331 shares; 2025Q3: 29,528 shares; 2025Q4: 11,259 shares; 2026Q1: 11,050 shares 11,050 $291K 0.01% -209 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,035 shares; 2026Q1: 4,780 shares 4,780 $291K 0.01% +745 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: not reported; 2025Q3: 2,574 shares; 2025Q4: 3,790 shares; 2026Q1: 3,108 shares 3,108 $288K 0.01% -682 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 1,115 shares; 2025Q4: 1,044 shares; 2026Q1: 899 shares 899 $287K 0.01% -145 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,409 shares 9,409 $287K 0.01% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,738 shares; 2025Q4: 10,812 shares; 2026Q1: 10,854 shares 10,854 $287K 0.01% +42 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,736 shares; 2024Q4: 14,178 shares; 2025Q1: 8,003 shares; 2025Q2: 7,205 shares; 2025Q3: 6,417 shares; 2025Q4: 5,787 shares; 2026Q1: 6,260 shares 6,260 $283K 0.01% +473 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 6,162 shares; 2025Q1: 6,259 shares; 2025Q2: 3,904 shares; 2025Q3: 2,123 shares; 2025Q4: 2,035 shares; 2026Q1: 1,956 shares 1,956 $283K 0.01% -79 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,453 shares; 2025Q4: 5,663 shares; 2026Q1: 5,352 shares 5,352 $282K 0.01% -311 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 850 shares; 2025Q1: 676 shares; 2025Q2: 653 shares; 2025Q3: 1,631 shares; 2025Q4: 646 shares; 2026Q1: 648 shares 648 $280K 0.01% +2 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,853 shares; 2024Q4: 12,587 shares; 2025Q1: 16,966 shares; 2025Q2: 17,416 shares; 2025Q3: 16,525 shares; 2025Q4: 19,966 shares; 2026Q1: 15,671 shares 15,671 $279K 0.01% -4,295 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,245 shares; 2024Q4: 9,568 shares; 2025Q1: 9,269 shares; 2025Q2: 5,838 shares; 2025Q3: 6,056 shares; 2025Q4: 6,577 shares; 2026Q1: 3,920 shares 3,920 $279K 0.01% -2,657 Timeline EMXC 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: 43,173 shares; 2024Q4: 45,670 shares; 2025Q1: 41,795 shares; 2025Q2: 23,604 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,541 shares 3,541 $279K 0.01% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,262 shares 2,262 $278K 0.01% new Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,245 shares; 2024Q4: 46,745 shares; 2025Q1: 46,150 shares; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: not reported; 2026Q1: 16,900 shares 16,900 $276K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,790 shares; 2024Q4: 63,560 shares; 2025Q1: 63,985 shares; 2025Q2: 59,915 shares; 2025Q3: 13,135 shares; 2025Q4: 8,460 shares; 2026Q1: 7,795 shares 7,795 $276K 0.01% -665 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,597 shares; 2024Q4: 11,755 shares; 2025Q1: 11,393 shares; 2025Q2: 10,053 shares; 2025Q3: 5,630 shares; 2025Q4: 6,557 shares; 2026Q1: 7,422 shares 7,422 $276K 0.01% +865 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,355 shares; 2024Q4: 7,530 shares; 2025Q1: 7,359 shares; 2025Q2: 7,428 shares; 2025Q3: 5,974 shares; 2025Q4: 5,354 shares; 2026Q1: 5,311 shares 5,311 $276K 0.01% -43 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376 shares 376 $274K 0.01% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,165 shares 4,165 $274K 0.01% new Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,933 shares; 2024Q4: 22,192 shares; 2025Q1: 23,035 shares; 2025Q2: 23,171 shares; 2025Q3: 22,925 shares; 2025Q4: 23,382 shares; 2026Q1: 23,783 shares 23,783 $274K 0.01% +401 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 714 shares; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 619 shares; 2025Q4: 738 shares; 2026Q1: 578 shares 578 $274K 0.01% -160 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 3,272 shares; 2025Q1: 4,140 shares; 2025Q2: 3,829 shares; 2025Q3: 3,412 shares; 2025Q4: 3,605 shares; 2026Q1: 2,674 shares 2,674 $273K 0.01% -931 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,583 shares; 2025Q1: 4,927 shares; 2025Q2: 4,928 shares; 2025Q3: 4,965 shares; 2025Q4: 4,658 shares; 2026Q1: 5,719 shares 5,719 $273K 0.01% +1,061 Timeline GLU GABELLI GLOBAL UTIL & INCOME More: the full row for GABELLI GLOBAL UTIL & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,524 shares; 2024Q4: 14,079 shares; 2025Q1: 14,183 shares; 2025Q2: 14,012 shares; 2025Q3: 14,102 shares; 2025Q4: 14,141 shares; 2026Q1: 14,232 shares 14,232 $273K 0.01% +91 Timeline NJAN 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: 4,747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,392 shares; 2026Q1: 5,092 shares 5,092 $272K 0.01% +1,700 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,772 shares; 2024Q4: 29,727 shares; 2025Q1: 27,167 shares; 2025Q2: 22,007 shares; 2025Q3: 14,260 shares; 2025Q4: 14,451 shares; 2026Q1: 8,154 shares 8,154 $271K 0.01% -6,297 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 6,446 shares; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 944 shares; 2026Q1: 944 shares 944 $271K 0.01% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,311 shares; 2025Q1: not reported; 2025Q2: 5,472 shares; 2025Q3: 4,977 shares; 2025Q4: 5,027 shares; 2026Q1: 4,530 shares 4,530 $270K 0.01% -497 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING 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: 11,220 shares 11,220 $270K 0.01% new TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 232 shares; 2025Q1: 173 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 635 shares; 2026Q1: 568 shares 568 $270K 0.01% -67 Timeline FIXD 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: 343,577 shares; 2024Q4: 230,210 shares; 2025Q1: 75,258 shares; 2025Q2: 56,906 shares; 2025Q3: 35,645 shares; 2025Q4: 16,154 shares; 2026Q1: 6,172 shares 6,172 $269K 0.01% -9,982 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,635 shares; 2025Q4: 5,020 shares; 2026Q1: 3,313 shares 3,313 $265K 0.01% -1,707 Timeline VSEC VSE CORP More: the full row for VSE 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: 1,436 shares 1,436 $265K 0.01% new Timeline TPLC 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: 5,371 shares; 2024Q4: 5,073 shares; 2025Q1: 5,590 shares; 2025Q2: 5,222 shares; 2025Q3: 5,078 shares; 2025Q4: 5,551 shares; 2026Q1: 5,702 shares 5,702 $265K 0.01% +151 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,466 shares; 2025Q4: 2,593 shares; 2026Q1: 2,152 shares 2,152 $262K 0.01% -441 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,296 shares 1,296 $261K 0.01% +3 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 5,161 shares; 2025Q1: 4,651 shares; 2025Q2: 4,069 shares; 2025Q3: 4,149 shares; 2025Q4: 4,219 shares; 2026Q1: 4,028 shares 4,028 $260K 0.01% -191 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,164 shares; 2025Q1: 5,127 shares; 2025Q2: 4,272 shares; 2025Q3: 4,380 shares; 2025Q4: 4,321 shares; 2026Q1: 4,305 shares 4,305 $260K 0.01% -16 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159 shares; 2026Q1: 223 shares 223 $259K 0.01% +64 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 656 shares 656 $258K 0.01% new Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,090 shares; 2024Q4: 30,372 shares; 2025Q1: 33,710 shares; 2025Q2: 32,264 shares; 2025Q3: 31,796 shares; 2025Q4: 31,560 shares; 2026Q1: 31,621 shares 31,621 $258K 0.01% +61 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,125 shares; 2024Q4: 38,083 shares; 2025Q1: 31,889 shares; 2025Q2: 12,413 shares; 2025Q3: 12,991 shares; 2025Q4: 12,425 shares; 2026Q1: 10,814 shares 10,814 $258K 0.01% -1,611 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 5,562 shares; 2025Q1: 5,871 shares; 2025Q2: 5,979 shares; 2025Q3: 5,681 shares; 2025Q4: 5,393 shares; 2026Q1: 5,086 shares 5,086 $257K 0.01% -307 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,190 shares; 2024Q4: 614,490 shares; 2025Q1: 608,390 shares; 2025Q2: 147,990 shares; 2025Q3: 127,090 shares; 2025Q4: 216,165 shares; 2026Q1: 337,765 shares 337,765 $257K 0.01% +121,600 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,052 shares; 2025Q1: 16,799 shares; 2025Q2: 2,080 shares; 2025Q3: 1,746 shares; 2025Q4: 6,667 shares; 2026Q1: 1,896 shares 1,896 $255K 0.01% -4,771 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,595 shares; 2024Q4: 18,499 shares; 2025Q1: 13,533 shares; 2025Q2: 13,519 shares; 2025Q3: 9,908 shares; 2025Q4: 10,116 shares; 2026Q1: 9,486 shares 9,486 $253K 0.01% -630 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,882 shares; 2024Q4: 13,618 shares; 2025Q1: 13,518 shares; 2025Q2: 12,845 shares; 2025Q3: 7,605 shares; 2025Q4: 8,161 shares; 2026Q1: 7,993 shares 7,993 $253K 0.01% -168 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,557 shares; 2025Q1: 2,555 shares; 2025Q2: 2,761 shares; 2025Q3: 3,640 shares; 2025Q4: 2,765 shares; 2026Q1: 2,268 shares 2,268 $253K 0.01% -497 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,696 shares 3,696 $253K 0.01% new Timeline LOUP 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: 3,717 shares; 2026Q1: 3,669 shares 3,669 $253K 0.01% -48 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,716 shares; 2025Q3: 3,178 shares; 2025Q4: 3,295 shares; 2026Q1: 3,215 shares 3,215 $252K 0.01% -80 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 6,470 shares; 2025Q1: 6,508 shares; 2025Q2: 6,506 shares; 2025Q3: 6,205 shares; 2025Q4: 5,936 shares; 2026Q1: 6,251 shares 6,251 $252K 0.01% +315 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,737 shares; 2024Q4: 39,237 shares; 2025Q1: 16,837 shares; 2025Q2: 8,687 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,928 shares 8,928 $251K 0.01% new Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 3,081 shares; 2025Q3: 3,079 shares; 2025Q4: 2,982 shares; 2026Q1: 3,081 shares 3,081 $251K 0.01% +99 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,704 shares 16,704 $250K 0.01% new Timeline KAPR 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: 6,272 shares; 2024Q4: 6,342 shares; 2025Q1: 6,542 shares; 2025Q2: 6,593 shares; 2025Q3: 6,742 shares; 2025Q4: 6,737 shares; 2026Q1: 6,885 shares 6,885 $250K 0.01% +148 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,786 shares; 2026Q1: 4,997 shares 4,997 $249K 0.01% +1,211 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,585 shares 13,585 $249K 0.01% new Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,493 shares; 2025Q4: 7,043 shares; 2026Q1: 7,390 shares 7,390 $249K 0.01% +347 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,673 shares; 2026Q1: 8,726 shares 8,726 $248K 0.01% +53 Timeline LIVE LIVE VENTURES INC More: the full row for LIVE VENTURES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,231 shares; 2024Q4: 19,739 shares; 2025Q1: 20,096 shares; 2025Q2: 19,828 shares; 2025Q3: 20,325 shares; 2025Q4: 20,649 shares; 2026Q1: 20,617 shares 20,617 $246K 0.01% -32 Timeline KJAN 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: 6,072 shares; 2024Q4: 6,127 shares; 2025Q1: 6,673 shares; 2025Q2: not reported; 2025Q3: 5,163 shares; 2025Q4: 5,070 shares; 2026Q1: 5,903 shares 5,903 $246K 0.01% +833 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,449 shares; 2025Q1: 3,193 shares; 2025Q2: 3,197 shares; 2025Q3: 3,131 shares; 2025Q4: 3,143 shares; 2026Q1: 3,130 shares 3,130 $246K 0.01% -13 Timeline POCT 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: 5,757 shares; 2025Q3: not reported; 2025Q4: 8,542 shares; 2026Q1: 5,694 shares 5,694 $245K 0.01% -2,848 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,954 shares; 2024Q4: 12,234 shares; 2025Q1: 13,450 shares; 2025Q2: 12,262 shares; 2025Q3: 3,621 shares; 2025Q4: 1,821 shares; 2026Q1: 2,723 shares 2,723 $245K 0.01% +902 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 5,618 shares; 2025Q1: 5,265 shares; 2025Q2: 10,578 shares; 2025Q3: 18,892 shares; 2025Q4: 21,709 shares; 2026Q1: 3,379 shares 3,379 $245K 0.01% -18,330 Timeline TJUL 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: 8,337 shares; 2024Q4: 8,337 shares; 2025Q1: 8,337 shares; 2025Q2: 8,337 shares; 2025Q3: 8,337 shares; 2025Q4: 8,337 shares; 2026Q1: 8,337 shares 8,337 $245K 0.01% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,503 shares; 2025Q1: 3,529 shares; 2025Q2: 3,531 shares; 2025Q3: 3,533 shares; 2025Q4: 3,358 shares; 2026Q1: 3,347 shares 3,347 $245K 0.01% -11 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: 11,332 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,965 shares 2,965 $244K 0.01% new Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,243 shares; 2025Q4: 8,543 shares; 2026Q1: 8,315 shares 8,315 $244K 0.01% -228 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: not reported; 2025Q1: 4,397 shares; 2025Q2: 4,300 shares; 2025Q3: 5,026 shares; 2025Q4: 4,953 shares; 2026Q1: 5,132 shares 5,132 $244K 0.01% +179 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,823 shares; 2026Q1: 4,870 shares 4,870 $244K 0.01% +47 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 8,074 shares; 2025Q1: 8,380 shares; 2025Q2: 7,953 shares; 2025Q3: 7,980 shares; 2025Q4: 7,174 shares; 2026Q1: 7,077 shares 7,077 $244K 0.01% -97 Timeline ZJUL 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: 30,414 shares; 2025Q4: 26,272 shares; 2026Q1: 8,373 shares 8,373 $243K 0.01% -17,899 Timeline IYG 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: 2,909 shares; 2024Q4: 2,888 shares; 2025Q1: 3,163 shares; 2025Q2: 2,684 shares; 2025Q3: 2,687 shares; 2025Q4: 3,121 shares; 2026Q1: 2,928 shares 2,928 $243K 0.01% -193 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 13,684 shares; 2025Q1: 13,684 shares; 2025Q2: 13,684 shares; 2025Q3: 14,834 shares; 2025Q4: 14,834 shares; 2026Q1: 18,427 shares 18,427 $241K 0.01% +3,593 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 11,345 shares; 2025Q1: 11,706 shares; 2025Q2: 11,097 shares; 2025Q3: 9,898 shares; 2025Q4: 10,634 shares; 2026Q1: 9,866 shares 9,866 $241K 0.01% -768 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,148 shares; 2026Q1: 4,755 shares 4,755 $241K 0.01% -393 Timeline IYR 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: 2,613 shares; 2024Q4: 2,295 shares; 2025Q1: 4,572 shares; 2025Q2: 4,399 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,541 shares 2,541 $240K 0.01% new Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,912 shares; 2025Q1: 5,661 shares; 2025Q2: 5,882 shares; 2025Q3: 5,739 shares; 2025Q4: 5,664 shares; 2026Q1: 5,245 shares 5,245 $240K 0.01% -419 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,255 shares; 2024Q4: 10,329 shares; 2025Q1: 10,287 shares; 2025Q2: 11,370 shares; 2025Q3: 8,908 shares; 2025Q4: 9,131 shares; 2026Q1: 9,271 shares 9,271 $240K 0.01% +140 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,935 shares; 2024Q4: not reported; 2025Q1: 9,866 shares; 2025Q2: 9,866 shares; 2025Q3: 9,866 shares; 2025Q4: 10,881 shares; 2026Q1: 9,866 shares 9,866 $240K 0.01% -1,015 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,509 shares; 2024Q4: 17,861 shares; 2025Q1: 27,558 shares; 2025Q2: 29,155 shares; 2025Q3: 28,537 shares; 2025Q4: 30,301 shares; 2026Q1: 29,066 shares 29,066 $239K 0.01% -1,235 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 6,423 shares; 2025Q1: 6,139 shares; 2025Q2: 5,799 shares; 2025Q3: 3,956 shares; 2025Q4: 3,928 shares; 2026Q1: 2,458 shares 2,458 $239K 0.01% -1,470 Timeline FNK 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: 5,154 shares; 2024Q4: 5,091 shares; 2025Q1: 5,073 shares; 2025Q2: 4,807 shares; 2025Q3: 4,252 shares; 2025Q4: 4,241 shares; 2026Q1: 4,181 shares 4,181 $239K 0.01% -60 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: 9,775 shares; 2025Q1: 7,927 shares; 2025Q2: 7,766 shares; 2025Q3: 6,901 shares; 2025Q4: 5,834 shares; 2026Q1: 6,548 shares 6,548 $239K 0.01% +714 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,947 shares; 2024Q4: 33,693 shares; 2025Q1: 36,305 shares; 2025Q2: 27,368 shares; 2025Q3: 26,631 shares; 2025Q4: 23,872 shares; 2026Q1: 34,920 shares 34,920 $237K 0.01% +11,048 Timeline GSLC 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: 1,940 shares; 2024Q4: 1,983 shares; 2025Q1: 1,958 shares; 2025Q2: 1,941 shares; 2025Q3: 2,658 shares; 2025Q4: 2,444 shares; 2026Q1: 1,894 shares 1,894 $237K 0.01% -550 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,763 shares; 2024Q4: 77,633 shares; 2025Q1: 24,623 shares; 2025Q2: 14,905 shares; 2025Q3: 14,905 shares; 2025Q4: 11,230 shares; 2026Q1: 8,420 shares 8,420 $237K 0.01% -2,810 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,113 shares; 2025Q4: 4,071 shares; 2026Q1: 3,680 shares 3,680 $236K 0.01% -391 Timeline PJUN 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: 7,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,677 shares; 2025Q3: 5,677 shares; 2025Q4: 5,677 shares; 2026Q1: 5,629 shares 5,629 $235K 0.01% -48 Timeline QQQH 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: 5,537 shares; 2025Q2: 4,825 shares; 2025Q3: 4,719 shares; 2025Q4: 4,577 shares; 2026Q1: 4,582 shares 4,582 $235K 0.01% +5 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,684 shares; 2026Q1: 4,713 shares 4,713 $235K 0.01% +29 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,452 shares; 2025Q1: 2,228 shares; 2025Q2: 2,128 shares; 2025Q3: 1,759 shares; 2025Q4: 1,715 shares; 2026Q1: 1,489 shares 1,489 $234K 0.01% -226 Timeline AIA 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: not reported; 2026Q1: 2,206 shares 2,206 $234K 0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,583 shares; 2025Q4: 1,584 shares; 2026Q1: 1,585 shares 1,585 $234K 0.01% +1 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares 534 $233K 0.01% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,636 shares; 2025Q3: 2,636 shares; 2025Q4: 2,395 shares; 2026Q1: 2,432 shares 2,432 $233K 0.01% +37 Timeline EWJ 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: 3,032 shares; 2026Q1: 2,749 shares 2,749 $232K 0.01% -283 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,970 shares; 2025Q1: 2,123 shares; 2025Q2: 1,844 shares; 2025Q3: 1,671 shares; 2025Q4: 1,679 shares; 2026Q1: 1,713 shares 1,713 $232K 0.01% +34 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 1,981 shares; 2025Q1: 1,686 shares; 2025Q2: 1,122 shares; 2025Q3: 950 shares; 2025Q4: 830 shares; 2026Q1: 763 shares 763 $232K 0.01% -67 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,457 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,985 shares 4,985 $232K 0.01% new Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,799 shares 2,799 $232K 0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 4,189 shares; 2025Q1: 5,026 shares; 2025Q2: 5,189 shares; 2025Q3: 4,511 shares; 2025Q4: 4,638 shares; 2026Q1: 4,010 shares 4,010 $231K 0.01% -628 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 586 shares; 2025Q4: 680 shares; 2026Q1: 312 shares 312 $230K 0.01% -368 Timeline USVM 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: not reported; 2025Q4: not reported; 2026Q1: 2,427 shares 2,427 $230K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,198 shares; 2025Q1: not reported; 2025Q2: 1,321 shares; 2025Q3: not reported; 2025Q4: 1,287 shares; 2026Q1: 1,173 shares 1,173 $229K 0.01% -114 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS 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: 8,503 shares; 2025Q3: 8,503 shares; 2025Q4: 8,503 shares; 2026Q1: 8,503 shares 8,503 $229K 0.01% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares 2,603 $229K 0.01% new Timeline IBIC 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: 25,201 shares; 2025Q2: 17,820 shares; 2025Q3: 17,562 shares; 2025Q4: 8,591 shares; 2026Q1: 8,784 shares 8,784 $228K 0.01% +193 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,338 shares; 2025Q1: 1,079 shares; 2025Q2: 697 shares; 2025Q3: 561 shares; 2025Q4: 485 shares; 2026Q1: 464 shares 464 $228K 0.01% -21 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,627 shares; 2025Q3: 12,744 shares; 2025Q4: 2,111 shares; 2026Q1: 2,068 shares 2,068 $227K 0.01% -43 Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS 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: 8,343 shares; 2025Q4: 8,343 shares; 2026Q1: 8,343 shares 8,343 $227K 0.01% 0 Timeline FLEU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,990 shares 6,990 $226K 0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER 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: 980 shares; 2025Q4: not reported; 2026Q1: 975 shares 975 $225K 0.01% new Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS 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: 8,391 shares; 2025Q3: 8,391 shares; 2025Q4: 8,351 shares; 2026Q1: 8,351 shares 8,351 $224K 0.01% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 18,539 shares; 2025Q1: 20,343 shares; 2025Q2: 21,201 shares; 2025Q3: 18,198 shares; 2025Q4: 17,672 shares; 2026Q1: 18,119 shares 18,119 $224K 0.01% +447 Timeline KJUL 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: 13,366 shares; 2024Q4: 9,081 shares; 2025Q1: not reported; 2025Q2: 7,023 shares; 2025Q3: 9,513 shares; 2025Q4: 6,999 shares; 2026Q1: 6,977 shares 6,977 $223K 0.01% -22 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 7,740 shares 7,740 $223K 0.01% new Timeline SPAB 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: 8,648 shares 8,648 $222K 0.01% new Timeline PBR-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,700 shares; 2025Q3: 14,700 shares; 2025Q4: 12,800 shares; 2026Q1: 11,800 shares 11,800 $221K 0.01% -1,000 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,850 shares; 2025Q1: 7,815 shares; 2025Q2: not reported; 2025Q3: 6,351 shares; 2025Q4: 6,551 shares; 2026Q1: 6,634 shares 6,634 $221K 0.01% +83 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,769 shares; 2025Q4: 16,329 shares; 2026Q1: 15,253 shares 15,253 $220K 0.01% -1,076 Timeline SPYX 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: 7,342 shares; 2024Q4: 7,249 shares; 2025Q1: 7,083 shares; 2025Q2: 8,396 shares; 2025Q3: 8,389 shares; 2025Q4: 8,440 shares; 2026Q1: 4,146 shares 4,146 $220K 0.01% -4,294 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,534 shares 4,534 $220K 0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,404 shares; 2025Q2: 16,900 shares; 2025Q3: 12,503 shares; 2025Q4: 18,811 shares; 2026Q1: 8,368 shares 8,368 $220K 0.01% -10,443 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 4,293 shares; 2025Q1: 3,509 shares; 2025Q2: 3,686 shares; 2025Q3: 3,221 shares; 2025Q4: 3,026 shares; 2026Q1: 3,005 shares 3,005 $219K 0.01% -21 Timeline EDOW 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: 52,523 shares; 2024Q4: 52,741 shares; 2025Q1: 51,244 shares; 2025Q2: 20,185 shares; 2025Q3: 10,836 shares; 2025Q4: 5,408 shares; 2026Q1: 5,408 shares 5,408 $219K 0.01% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,907 shares; 2024Q4: 13,972 shares; 2025Q1: 13,762 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,902 shares 1,902 $219K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 1,869 shares; 2025Q1: 2,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,523 shares; 2026Q1: 1,529 shares 1,529 $219K 0.01% +6 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,963 shares 5,963 $219K 0.01% new Timeline SFEB 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: 16,471 shares; 2024Q4: 17,358 shares; 2025Q1: 17,103 shares; 2025Q2: 16,687 shares; 2025Q3: 16,629 shares; 2025Q4: not reported; 2026Q1: 9,203 shares 9,203 $219K 0.01% new Timeline FFOG 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: 5,072 shares; 2025Q3: 5,072 shares; 2025Q4: 5,314 shares; 2026Q1: 5,314 shares 5,314 $218K 0.01% 0 Timeline ROBT 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: 13,548 shares; 2025Q2: 14,237 shares; 2025Q3: 18,791 shares; 2025Q4: 14,791 shares; 2026Q1: 4,728 shares 4,728 $218K 0.01% -10,063 Timeline DFIV 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: not reported; 2026Q1: 4,120 shares 4,120 $217K 0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,219 shares 1,219 $217K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,701 shares 9,701 $217K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: not reported; 2025Q1: 3,249 shares; 2025Q2: 3,189 shares; 2025Q3: 2,300 shares; 2025Q4: 2,319 shares; 2026Q1: 1,821 shares 1,821 $216K 0.01% -498 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,256 shares; 2026Q1: 23,204 shares 23,204 $215K 0.01% -52 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,906 shares; 2025Q1: 3,697 shares; 2025Q2: 3,604 shares; 2025Q3: 3,298 shares; 2025Q4: 3,315 shares; 2026Q1: 3,070 shares 3,070 $215K 0.01% -245 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 1,991 shares; 2025Q1: 2,039 shares; 2025Q2: 1,559 shares; 2025Q3: 1,145 shares; 2025Q4: 919 shares; 2026Q1: 805 shares 805 $215K 0.01% -114 Timeline XT 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: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,144 shares; 2025Q2: 3,236 shares; 2025Q3: 3,186 shares; 2025Q4: 3,140 shares; 2026Q1: 3,140 shares 3,140 $214K 0.01% 0 Timeline XAR 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: 854 shares; 2026Q1: 840 shares 840 $213K 0.01% -14 Timeline SMLV 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: 1,553 shares 1,553 $213K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,755 shares; 2025Q1: 1,558 shares; 2025Q2: not reported; 2025Q3: 3,717 shares; 2025Q4: 3,706 shares; 2026Q1: 3,172 shares 3,172 $213K 0.01% -534 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,333 shares 3,333 $212K 0.01% new Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 6,020 shares 6,020 $212K 0.01% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,242 shares 2,242 $212K 0.01% new Timeline ESGU 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: 3,394 shares; 2024Q4: 3,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 1,527 shares; 2026Q1: 1,496 shares 1,496 $212K 0.01% -31 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 6,188 shares; 2025Q1: 6,576 shares; 2025Q2: 5,117 shares; 2025Q3: 5,132 shares; 2025Q4: 4,733 shares; 2026Q1: 2,926 shares 2,926 $210K 0.01% -1,807 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,559 shares; 2025Q2: 7,183 shares; 2025Q3: 6,787 shares; 2025Q4: 6,380 shares; 2026Q1: 5,227 shares 5,227 $210K 0.01% -1,153 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 773 shares 773 $209K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,479 shares; 2024Q4: 174,951 shares; 2025Q1: 83,508 shares; 2025Q2: 30,749 shares; 2025Q3: 26,628 shares; 2025Q4: 24,185 shares; 2026Q1: 19,239 shares 19,239 $209K 0.01% -4,946 Timeline TGLR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 5,779 shares 5,779 $209K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,321 shares; 2024Q4: 21,441 shares; 2025Q1: 18,645 shares; 2025Q2: 18,794 shares; 2025Q3: 18,947 shares; 2025Q4: 18,234 shares; 2026Q1: 18,581 shares 18,581 $209K 0.01% +347 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,240 shares; 2024Q4: 15,025 shares; 2025Q1: 14,594 shares; 2025Q2: 16,604 shares; 2025Q3: 16,395 shares; 2025Q4: 8,149 shares; 2026Q1: 7,926 shares 7,926 $209K 0.01% -223 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,522 shares; 2025Q1: not reported; 2025Q2: 9,392 shares; 2025Q3: 9,396 shares; 2025Q4: 9,400 shares; 2026Q1: 9,405 shares 9,405 $208K 0.01% +5 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 6,336 shares; 2025Q1: 5,177 shares; 2025Q2: 3,208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,588 shares 1,588 $208K 0.01% new Timeline RSPU 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: 4,309 shares; 2024Q4: 3,303 shares; 2025Q1: 3,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,559 shares 2,559 $208K 0.01% new Timeline SPSM 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: 28,327 shares; 2024Q4: 29,620 shares; 2025Q1: 6,337 shares; 2025Q2: 6,883 shares; 2025Q3: 5,842 shares; 2025Q4: 4,904 shares; 2026Q1: 4,289 shares 4,289 $207K 0.01% -615 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,645 shares; 2025Q1: 2,472 shares; 2025Q2: 1,983 shares; 2025Q3: 2,309 shares; 2025Q4: 668 shares; 2026Q1: 488 shares 488 $207K 0.01% -180 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,147 shares; 2026Q1: 9,081 shares 9,081 $207K 0.01% -66 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,491 shares; 2025Q2: 13,046 shares; 2025Q3: 16,665 shares; 2025Q4: 17,826 shares; 2026Q1: 20,243 shares 20,243 $206K 0.01% +2,417 Timeline AGGH 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: 9,329 shares; 2024Q4: 106,991 shares; 2025Q1: 106,495 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,737 shares; 2026Q1: 10,145 shares 10,145 $206K 0.01% +408 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 24,446 shares; 2025Q1: 9,963 shares; 2025Q2: 8,493 shares; 2025Q3: 7,490 shares; 2025Q4: 4,799 shares; 2026Q1: 4,548 shares 4,548 $206K 0.01% -251 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 5,155 shares; 2025Q1: 7,622 shares; 2025Q2: 4,605 shares; 2025Q3: 4,478 shares; 2025Q4: 3,461 shares; 2026Q1: 493 shares 493 $205K 0.01% -2,968 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 479 shares; 2025Q2: 905 shares; 2025Q3: 927 shares; 2025Q4: 1,018 shares; 2026Q1: 470 shares 470 $204K 0.01% -548 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: not reported; 2025Q1: 10,750 shares; 2025Q2: not reported; 2025Q3: 9,750 shares; 2025Q4: 9,750 shares; 2026Q1: 9,750 shares 9,750 $204K 0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,234 shares; 2025Q4: 2,231 shares; 2026Q1: 2,240 shares 2,240 $204K 0.01% +9 Timeline CBOJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,572 shares 8,572 $204K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,204 shares; 2025Q1: 2,022 shares; 2025Q2: 1,342 shares; 2025Q3: 1,348 shares; 2025Q4: 1,626 shares; 2026Q1: 987 shares 987 $203K 0.01% -639 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 2,838 shares; 2025Q1: 2,839 shares; 2025Q2: 2,838 shares; 2025Q3: 2,838 shares; 2025Q4: 2,580 shares; 2026Q1: 2,697 shares 2,697 $202K 0.01% +117 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 2,834 shares; 2025Q1: 2,822 shares; 2025Q2: not reported; 2025Q3: 2,376 shares; 2025Q4: 2,192 shares; 2026Q1: 2,233 shares 2,233 $202K 0.01% +41 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334 shares; 2026Q1: 342 shares 342 $201K 0.01% +8 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,361 shares; 2025Q1: 3,409 shares; 2025Q2: 2,617 shares; 2025Q3: 2,363 shares; 2025Q4: 1,223 shares; 2026Q1: 931 shares 931 $201K 0.01% -292 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,697 shares; 2025Q2: 5,998 shares; 2025Q3: 6,258 shares; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $201K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 5,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,425 shares 4,425 $200K 0.01% new Timeline MORT 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: 12,450 shares; 2024Q4: 12,450 shares; 2025Q1: 12,950 shares; 2025Q2: 14,200 shares; 2025Q3: 17,300 shares; 2025Q4: 20,288 shares; 2026Q1: 19,288 shares 19,288 $198K 0.01% -1,000 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,776 shares; 2025Q3: 17,795 shares; 2025Q4: 10,867 shares; 2026Q1: 17,954 shares 17,954 $195K 0.01% +7,087 Timeline DIV 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: 10,509 shares; 2025Q4: 10,665 shares; 2026Q1: 10,100 shares 10,100 $191K 0.01% -565 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,950 shares; 2025Q1: 44,450 shares; 2025Q2: 28,000 shares; 2025Q3: 27,600 shares; 2025Q4: 28,800 shares; 2026Q1: 25,000 shares 25,000 $190K 0.01% -3,800 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,952 shares; 2024Q4: 41,952 shares; 2025Q1: 41,952 shares; 2025Q2: 41,952 shares; 2025Q3: 41,952 shares; 2025Q4: 41,952 shares; 2026Q1: 41,952 shares 41,952 $188K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,435 shares; 2024Q4: 12,537 shares; 2025Q1: 12,541 shares; 2025Q2: not reported; 2025Q3: 25,413 shares; 2025Q4: 25,398 shares; 2026Q1: 24,906 shares 24,906 $188K 0.01% -492 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,322 shares; 2024Q4: 20,276 shares; 2025Q1: 31,428 shares; 2025Q2: 39,285 shares; 2025Q3: 40,970 shares; 2025Q4: 48,100 shares; 2026Q1: 54,554 shares 54,554 $187K 0.01% +6,454 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,229 shares; 2025Q2: 14,642 shares; 2025Q3: 14,274 shares; 2025Q4: 14,189 shares; 2026Q1: 14,690 shares 14,690 $184K 0.01% +501 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,528 shares; 2024Q4: 27,983 shares; 2025Q1: 22,593 shares; 2025Q2: 23,134 shares; 2025Q3: 23,598 shares; 2025Q4: 39,326 shares; 2026Q1: 22,941 shares 22,941 $177K <0.01% -16,385 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 18,254 shares; 2025Q1: 12,893 shares; 2025Q2: 13,843 shares; 2025Q3: 11,800 shares; 2025Q4: 13,181 shares; 2026Q1: 12,431 shares 12,431 $175K <0.01% -750 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,045 shares; 2025Q2: 34,517 shares; 2025Q3: 39,662 shares; 2025Q4: 9,435 shares; 2026Q1: 10,560 shares 10,560 $163K <0.01% +1,125 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,450 shares; 2025Q2: 73,850 shares; 2025Q3: 42,400 shares; 2025Q4: 61,650 shares; 2026Q1: 132,550 shares 132,550 $162K <0.01% +70,900 Timeline SSL SASOL LTD More: the full row for SASOL 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: 12,372 shares 12,372 $160K <0.01% new Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,473 shares; 2024Q4: 14,049 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,926 shares; 2026Q1: 13,642 shares 13,642 $160K <0.01% +1,716 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,538 shares; 2024Q4: 18,334 shares; 2025Q1: 19,209 shares; 2025Q2: 19,238 shares; 2025Q3: 16,325 shares; 2025Q4: 14,056 shares; 2026Q1: 11,898 shares 11,898 $157K <0.01% -2,158 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,399 shares; 2024Q4: 13,415 shares; 2025Q1: 14,198 shares; 2025Q2: 14,295 shares; 2025Q3: 14,422 shares; 2025Q4: 14,427 shares; 2026Q1: 14,438 shares 14,438 $152K <0.01% +11 Timeline CRPT 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: 12,809 shares; 2026Q1: 12,952 shares 12,952 $151K <0.01% +143 Timeline SCWO 374WATER INC More: the full row for 374WATER 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: 45,353 shares; 2026Q1: 52,353 shares 52,353 $149K <0.01% +7,000 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,098 shares; 2024Q4: 23,973 shares; 2025Q1: 24,098 shares; 2025Q2: 24,238 shares; 2025Q3: 24,352 shares; 2025Q4: 23,459 shares; 2026Q1: 23,722 shares 23,722 $142K <0.01% +263 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH 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: 4,932 shares; 2025Q3: 5,640 shares; 2025Q4: 6,930 shares; 2026Q1: 10,535 shares 10,535 $141K <0.01% +3,605 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: 12,400 shares 12,400 $136K <0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,715 shares 17,715 $136K <0.01% +715 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,364 shares; 2025Q4: 17,079 shares; 2026Q1: 15,334 shares 15,334 $130K <0.01% -1,745 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,250 shares; 2024Q4: 26,968 shares; 2025Q1: 23,587 shares; 2025Q2: 23,634 shares; 2025Q3: 15,432 shares; 2025Q4: 15,067 shares; 2026Q1: 13,227 shares 13,227 $124K <0.01% -1,840 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,204 shares; 2024Q4: 8,201 shares; 2025Q1: 10,862 shares; 2025Q2: 11,321 shares; 2025Q3: 12,467 shares; 2025Q4: 13,613 shares; 2026Q1: 13,324 shares 13,324 $113K <0.01% -289 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,601 shares 10,601 $110K <0.01% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,629 shares; 2025Q2: 10,724 shares; 2025Q3: 10,604 shares; 2025Q4: 11,924 shares; 2026Q1: 13,409 shares 13,409 $109K <0.01% +1,485 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,006 shares; 2025Q4: 10,034 shares; 2026Q1: 10,062 shares 10,062 $108K <0.01% +28 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,869 shares; 2026Q1: 13,302 shares 13,302 $107K <0.01% -6,567 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS 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: 11,066 shares; 2026Q1: 12,801 shares 12,801 $104K <0.01% +1,735 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,653 shares; 2024Q4: 17,518 shares; 2025Q1: 14,923 shares; 2025Q2: 15,258 shares; 2025Q3: 12,758 shares; 2025Q4: 12,333 shares; 2026Q1: 12,133 shares 12,133 $103K <0.01% -200 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,474 shares; 2024Q4: 10,474 shares; 2025Q1: 10,474 shares; 2025Q2: 10,474 shares; 2025Q3: 10,474 shares; 2025Q4: 10,900 shares; 2026Q1: 10,911 shares 10,911 $103K <0.01% +11 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,940 shares; 2024Q4: 10,585 shares; 2025Q1: 14,026 shares; 2025Q2: 11,630 shares; 2025Q3: 12,470 shares; 2025Q4: 12,063 shares; 2026Q1: 11,969 shares 11,969 $101K <0.01% -94 Timeline BCHT BIRCHTECH CORP More: the full row for BIRCHTECH 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: 52,412 shares 52,412 $99.6K <0.01% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,532 shares; 2024Q4: 69,188 shares; 2025Q1: 43,745 shares; 2025Q2: 41,478 shares; 2025Q3: 39,033 shares; 2025Q4: 37,925 shares; 2026Q1: 36,568 shares 36,568 $95.4K <0.01% -1,357 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 10,146 shares; 2026Q1: 10,446 shares 10,446 $88.2K <0.01% +300 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,897 shares; 2024Q4: 18,798 shares; 2025Q1: 19,603 shares; 2025Q2: 19,820 shares; 2025Q3: 19,962 shares; 2025Q4: 19,920 shares; 2026Q1: 20,041 shares 20,041 $88K <0.01% +121 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,069 shares; 2025Q2: 12,069 shares; 2025Q3: 12,069 shares; 2025Q4: 12,069 shares; 2026Q1: 12,069 shares 12,069 $83.4K <0.01% 0 Timeline MITT TPG MTG INVTS TR INC More: the full row for TPG MTG INVTS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,200 shares 11,200 $81.9K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,253 shares; 2024Q4: 22,831 shares; 2025Q1: 24,466 shares; 2025Q2: 23,562 shares; 2025Q3: 18,752 shares; 2025Q4: 18,277 shares; 2026Q1: 17,579 shares 17,579 $81.4K <0.01% -698 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 31,435 shares; 2025Q1: 31,435 shares; 2025Q2: 31,435 shares; 2025Q3: 31,435 shares; 2025Q4: 31,435 shares; 2026Q1: 31,435 shares 31,435 $80.5K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,418 shares 14,418 $74.5K <0.01% new Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,783 shares; 2024Q4: 11,785 shares; 2025Q1: 11,799 shares; 2025Q2: 11,703 shares; 2025Q3: 11,875 shares; 2025Q4: 11,652 shares; 2026Q1: 11,675 shares 11,675 $73.9K <0.01% +23 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 11,832 shares; 2025Q1: 12,887 shares; 2025Q2: 12,942 shares; 2025Q3: 12,994 shares; 2025Q4: 13,047 shares; 2026Q1: 13,107 shares 13,107 $73.4K <0.01% +60 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,463 shares; 2024Q4: not reported; 2025Q1: 19,463 shares; 2025Q2: not reported; 2025Q3: 19,463 shares; 2025Q4: 19,477 shares; 2026Q1: 19,512 shares 19,512 $71.2K <0.01% +35 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,307 shares; 2024Q4: 32,909 shares; 2025Q1: 32,711 shares; 2025Q2: 34,023 shares; 2025Q3: 30,774 shares; 2025Q4: 22,759 shares; 2026Q1: 11,960 shares 11,960 $70.1K <0.01% -10,799 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE 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: 10,246 shares 10,246 $53.2K <0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: 16,900 shares; 2025Q3: 16,100 shares; 2025Q4: 12,600 shares; 2026Q1: 13,900 shares 13,900 $48.9K <0.01% +1,300 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,747 shares; 2024Q4: not reported; 2025Q1: 16,311 shares; 2025Q2: 17,160 shares; 2025Q3: 17,252 shares; 2025Q4: 17,325 shares; 2026Q1: 13,426 shares 13,426 $48.5K <0.01% -3,899 Timeline GEVO GEVO INC More: the full row for GEVO 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: 17,000 shares 17,000 $46.4K <0.01% new Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,450 shares; 2025Q2: 15,372 shares; 2025Q3: 28,366 shares; 2025Q4: 36,344 shares; 2026Q1: 31,903 shares 31,903 $41.2K <0.01% -4,441 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,605 shares 25,605 $39.2K <0.01% new Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,207 shares; 2024Q4: 20,207 shares; 2025Q1: 20,472 shares; 2025Q2: 20,784 shares; 2025Q3: 21,011 shares; 2025Q4: 21,011 shares; 2026Q1: 21,310 shares 21,310 $37.7K <0.01% +299 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,189 shares; 2025Q4: 15,093 shares; 2026Q1: 15,104 shares 15,104 $36.6K <0.01% +11 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,367 shares; 2024Q4: 24,688 shares; 2025Q1: 23,257 shares; 2025Q2: 24,281 shares; 2025Q3: 26,885 shares; 2025Q4: 24,683 shares; 2026Q1: 13,991 shares 13,991 $31.6K <0.01% -10,692 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,972 shares; 2024Q4: 17,972 shares; 2025Q1: 17,972 shares; 2025Q2: 17,972 shares; 2025Q3: 15,807 shares; 2025Q4: 15,807 shares; 2026Q1: 15,807 shares 15,807 $18K <0.01% 0 Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,325 shares; 2024Q4: 447,175 shares; 2025Q1: 326,260 shares; 2025Q2: 55,500 shares; 2025Q3: 53,300 shares; 2025Q4: 41,050 shares; 2026Q1: 38,750 shares 38,750 $8.91K <0.01% -2,300 Timeline XRXDW XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS 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: 27,445 shares 27,445 $2.48K <0.01% new Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,050 shares 13,050 $91 <0.01% new