CAIE 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: 43,545 shares 43,545 $1.09M 0.03% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 27,600 shares; 2025Q3: 25,125 shares; 2025Q4: 24,500 shares; 2026Q1: 23,625 shares 23,625 $1.09M 0.03% -875 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,121 shares; 2024Q4: 18,653 shares; 2025Q1: 15,833 shares; 2025Q2: 15,578 shares; 2025Q3: 11,685 shares; 2025Q4: 11,792 shares; 2026Q1: 11,358 shares 11,358 $1.09M 0.03% -434 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,071 shares; 2024Q4: 12,124 shares; 2025Q1: 12,625 shares; 2025Q2: 12,513 shares; 2025Q3: 9,403 shares; 2025Q4: 9,419 shares; 2026Q1: 9,078 shares 9,078 $1.08M 0.03% -341 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,872 shares; 2024Q4: 10,057 shares; 2025Q1: 8,217 shares; 2025Q2: 7,928 shares; 2025Q3: 7,978 shares; 2025Q4: 10,423 shares; 2026Q1: 11,063 shares 11,063 $1.08M 0.03% +640 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,785 shares; 2024Q4: 53,736 shares; 2025Q1: 52,468 shares; 2025Q2: 45,403 shares; 2025Q3: 46,948 shares; 2025Q4: 43,246 shares; 2026Q1: 47,202 shares 47,202 $1.08M 0.03% +3,956 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,162 shares; 2024Q4: 8,700 shares; 2025Q1: 14,626 shares; 2025Q2: 15,132 shares; 2025Q3: 8,071 shares; 2025Q4: 9,032 shares; 2026Q1: 11,051 shares 11,051 $1.08M 0.03% +2,019 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,778 shares; 2024Q4: 8,791 shares; 2025Q1: 8,721 shares; 2025Q2: 9,801 shares; 2025Q3: 9,798 shares; 2025Q4: 9,649 shares; 2026Q1: 9,418 shares 9,418 $1.07M 0.03% -231 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,276 shares; 2024Q4: 23,746 shares; 2025Q1: 30,821 shares; 2025Q2: 23,314 shares; 2025Q3: 33,804 shares; 2025Q4: 22,764 shares; 2026Q1: 38,643 shares 38,643 $1.07M 0.03% +15,879 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 2,769 shares; 2025Q1: 3,233 shares; 2025Q2: 3,507 shares; 2025Q3: 3,400 shares; 2025Q4: 4,282 shares; 2026Q1: 4,643 shares 4,643 $1.07M 0.03% +361 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,148 shares; 2024Q4: 45,402 shares; 2025Q1: 44,456 shares; 2025Q2: 45,496 shares; 2025Q3: 45,096 shares; 2025Q4: 43,606 shares; 2026Q1: 41,277 shares 41,277 $1.07M 0.03% -2,329 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,784 shares; 2024Q4: 41,384 shares; 2025Q1: 41,062 shares; 2025Q2: 40,493 shares; 2025Q3: 29,747 shares; 2025Q4: 29,752 shares; 2026Q1: 29,752 shares 29,752 $1.07M 0.03% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,109 shares; 2024Q4: 25,109 shares; 2025Q1: 25,109 shares; 2025Q2: 25,109 shares; 2025Q3: 25,177 shares; 2025Q4: 25,247 shares; 2026Q1: 25,321 shares 25,321 $1.06M 0.03% +74 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,025 shares; 2025Q1: 3,678 shares; 2025Q2: 3,614 shares; 2025Q3: 3,602 shares; 2025Q4: 3,488 shares; 2026Q1: 3,216 shares 3,216 $1.05M 0.03% -272 Timeline XBOC 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: 31,850 shares; 2024Q4: 31,850 shares; 2025Q1: 31,850 shares; 2025Q2: 31,850 shares; 2025Q3: 31,850 shares; 2025Q4: 31,850 shares; 2026Q1: 31,850 shares 31,850 $1.05M 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,258 shares; 2024Q4: 15,470 shares; 2025Q1: 16,463 shares; 2025Q2: 17,143 shares; 2025Q3: 15,653 shares; 2025Q4: 12,653 shares; 2026Q1: 4,308 shares 4,308 $1.05M 0.03% -8,345 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,983 shares; 2025Q1: 3,813 shares; 2025Q2: 3,865 shares; 2025Q3: 3,944 shares; 2025Q4: 5,310 shares; 2026Q1: 9,430 shares 9,430 $1.04M 0.03% +4,120 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,383 shares; 2024Q4: 17,708 shares; 2025Q1: 22,839 shares; 2025Q2: 16,859 shares; 2025Q3: 17,464 shares; 2025Q4: 17,464 shares; 2026Q1: 17,450 shares 17,450 $1.04M 0.03% -14 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,818 shares; 2024Q4: 15,412 shares; 2025Q1: 12,719 shares; 2025Q2: 9,315 shares; 2025Q3: 9,381 shares; 2025Q4: 8,358 shares; 2026Q1: 8,873 shares 8,873 $1.04M 0.03% +515 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: 1,753 shares; 2024Q4: 1,832 shares; 2025Q1: 1,509 shares; 2025Q2: 1,581 shares; 2025Q3: 1,355 shares; 2025Q4: 1,345 shares; 2026Q1: 1,404 shares 1,404 $1.04M 0.03% +59 Timeline SHM 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: 11,961 shares; 2026Q1: 21,601 shares 21,601 $1.03M 0.03% +9,640 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 16,167 shares; 2025Q1: 16,618 shares; 2025Q2: 16,587 shares; 2025Q3: 15,362 shares; 2025Q4: 14,312 shares; 2026Q1: 14,217 shares 14,217 $1.03M 0.03% -95 Timeline QQQM 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: 1,651 shares; 2025Q1: not reported; 2025Q2: 1,107 shares; 2025Q3: 1,439 shares; 2025Q4: 4,463 shares; 2026Q1: 4,344 shares 4,344 $1.03M 0.03% -119 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,376 shares; 2024Q4: 23,539 shares; 2025Q1: 23,748 shares; 2025Q2: 23,693 shares; 2025Q3: 19,375 shares; 2025Q4: 19,038 shares; 2026Q1: 18,815 shares 18,815 $1.03M 0.03% -223 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: 4,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,490 shares; 2025Q3: 2,593 shares; 2025Q4: 8,371 shares; 2026Q1: 8,602 shares 8,602 $1.02M 0.03% +231 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: 3,444 shares; 2024Q4: 3,903 shares; 2025Q1: 4,269 shares; 2025Q2: 3,525 shares; 2025Q3: 4,758 shares; 2025Q4: 7,151 shares; 2026Q1: 9,158 shares 9,158 $1.02M 0.03% +2,007 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: 3,065 shares; 2024Q4: 3,191 shares; 2025Q1: 3,301 shares; 2025Q2: 3,059 shares; 2025Q3: 3,063 shares; 2025Q4: 3,162 shares; 2026Q1: 3,338 shares 3,338 $1.02M 0.03% +176 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,121 shares; 2025Q2: 17,980 shares; 2025Q3: 18,994 shares; 2025Q4: 18,214 shares; 2026Q1: 20,056 shares 20,056 $1.01M 0.03% +1,842 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,520 shares; 2024Q4: 24,008 shares; 2025Q1: 24,193 shares; 2025Q2: 23,912 shares; 2025Q3: 24,719 shares; 2025Q4: 25,316 shares; 2026Q1: 24,846 shares 24,846 $1.01M 0.03% -470 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: 7,190 shares; 2024Q4: 6,281 shares; 2025Q1: 6,278 shares; 2025Q2: 6,757 shares; 2025Q3: 5,953 shares; 2025Q4: 4,937 shares; 2026Q1: 5,943 shares 5,943 $1.01M 0.03% +1,006 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,089 shares; 2025Q1: 8,899 shares; 2025Q2: 8,969 shares; 2025Q3: 13,710 shares; 2025Q4: 13,858 shares; 2026Q1: 13,633 shares 13,633 $1M 0.03% -225 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares; 2025Q3: 10,077 shares; 2025Q4: 14,366 shares; 2026Q1: 26,143 shares 26,143 $1M 0.03% +11,777 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,031 shares; 2024Q4: 15,267 shares; 2025Q1: 16,077 shares; 2025Q2: 16,100 shares; 2025Q3: 15,747 shares; 2025Q4: 16,402 shares; 2026Q1: 17,036 shares 17,036 $997K 0.03% +634 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,404 shares; 2026Q1: 26,588 shares 26,588 $996K 0.03% +9,184 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,352 shares; 2025Q3: 58,711 shares; 2025Q4: 63,163 shares; 2026Q1: 69,422 shares 69,422 $989K 0.03% +6,259 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,120 shares; 2025Q1: 3,840 shares; 2025Q2: 4,088 shares; 2025Q3: 3,701 shares; 2025Q4: 3,435 shares; 2026Q1: 3,473 shares 3,473 $986K 0.03% +38 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,117 shares; 2024Q4: 27,577 shares; 2025Q1: 17,582 shares; 2025Q2: 17,091 shares; 2025Q3: 18,329 shares; 2025Q4: 15,204 shares; 2026Q1: 13,195 shares 13,195 $983K 0.03% -2,009 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,075 shares; 2024Q4: 35,855 shares; 2025Q1: 35,079 shares; 2025Q2: 35,079 shares; 2025Q3: 35,079 shares; 2025Q4: 22,484 shares; 2026Q1: 19,964 shares 19,964 $978K 0.03% -2,520 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,719 shares; 2024Q4: 12,753 shares; 2025Q1: 11,543 shares; 2025Q2: 11,215 shares; 2025Q3: 10,444 shares; 2025Q4: 10,254 shares; 2026Q1: 8,402 shares 8,402 $970K 0.03% -1,852 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,252 shares; 2024Q4: 28,940 shares; 2025Q1: 28,539 shares; 2025Q2: 28,366 shares; 2025Q3: 28,366 shares; 2025Q4: 28,366 shares; 2026Q1: 28,366 shares 28,366 $968K 0.03% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,377 shares; 2025Q1: 8,821 shares; 2025Q2: 9,233 shares; 2025Q3: 8,269 shares; 2025Q4: 8,516 shares; 2026Q1: 8,384 shares 8,384 $963K 0.03% -132 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,662 shares; 2025Q2: 30,012 shares; 2025Q3: 32,012 shares; 2025Q4: 44,012 shares; 2026Q1: 54,005 shares 54,005 $962K 0.03% +9,993 Timeline BSV 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: 14,042 shares; 2024Q4: 14,425 shares; 2025Q1: 13,466 shares; 2025Q2: 13,842 shares; 2025Q3: 14,309 shares; 2025Q4: 14,281 shares; 2026Q1: 12,245 shares 12,245 $960K 0.03% -2,036 Timeline LQD 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: 6,040 shares; 2024Q4: 5,823 shares; 2025Q1: 5,242 shares; 2025Q2: 5,279 shares; 2025Q3: 5,346 shares; 2025Q4: 7,481 shares; 2026Q1: 8,794 shares 8,794 $958K 0.03% +1,313 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,881 shares; 2024Q4: 48,235 shares; 2025Q1: 46,719 shares; 2025Q2: 45,718 shares; 2025Q3: 45,659 shares; 2025Q4: 45,658 shares; 2026Q1: 18,778 shares 18,778 $957K 0.03% -26,880 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: 4,003 shares; 2024Q4: 4,229 shares; 2025Q1: 3,661 shares; 2025Q2: 5,018 shares; 2025Q3: 4,260 shares; 2025Q4: 3,250 shares; 2026Q1: 3,572 shares 3,572 $953K 0.03% +322 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 6,864 shares; 2025Q1: 7,662 shares; 2025Q2: 7,634 shares; 2025Q3: 6,493 shares; 2025Q4: 6,096 shares; 2026Q1: 4,693 shares 4,693 $946K 0.03% -1,403 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,088 shares; 2024Q4: 5,451 shares; 2025Q1: 5,705 shares; 2025Q2: 6,628 shares; 2025Q3: 7,068 shares; 2025Q4: 7,650 shares; 2026Q1: 8,735 shares 8,735 $946K 0.03% +1,085 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,527 shares; 2024Q4: 39,100 shares; 2025Q1: 39,100 shares; 2025Q2: 39,100 shares; 2025Q3: 42,295 shares; 2025Q4: 43,003 shares; 2026Q1: 43,022 shares 43,022 $940K 0.02% +19 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,412 shares; 2024Q4: 13,923 shares; 2025Q1: 14,694 shares; 2025Q2: 14,707 shares; 2025Q3: 15,311 shares; 2025Q4: 15,750 shares; 2026Q1: 15,626 shares 15,626 $935K 0.02% -124 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,794 shares; 2024Q4: 12,055 shares; 2025Q1: 12,055 shares; 2025Q2: 12,055 shares; 2025Q3: 12,055 shares; 2025Q4: 13,720 shares; 2026Q1: 17,506 shares 17,506 $934K 0.02% +3,786 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,560 shares; 2024Q4: 21,560 shares; 2025Q1: 19,560 shares; 2025Q2: 19,560 shares; 2025Q3: 19,510 shares; 2025Q4: 19,510 shares; 2026Q1: 19,390 shares 19,390 $933K 0.02% -120 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,851 shares; 2025Q3: 21,292 shares; 2025Q4: 23,829 shares; 2026Q1: 19,290 shares 19,290 $931K 0.02% -4,539 Timeline SPTI 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: 30,387 shares; 2024Q4: 30,436 shares; 2025Q1: 31,434 shares; 2025Q2: 31,434 shares; 2025Q3: 32,634 shares; 2025Q4: 32,986 shares; 2026Q1: 32,474 shares 32,474 $931K 0.02% -512 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,358 shares; 2024Q4: 25,410 shares; 2025Q1: 20,846 shares; 2025Q2: 16,985 shares; 2025Q3: 16,798 shares; 2025Q4: 10,894 shares; 2026Q1: 10,732 shares 10,732 $930K 0.02% -162 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 3,274 shares; 2025Q1: 3,323 shares; 2025Q2: 3,150 shares; 2025Q3: 2,243 shares; 2025Q4: 2,409 shares; 2026Q1: 2,333 shares 2,333 $929K 0.02% -76 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 59,458 shares; 2025Q1: 51,592 shares; 2025Q2: 47,128 shares; 2025Q3: 44,626 shares; 2025Q4: 46,262 shares; 2026Q1: 44,430 shares 44,430 $920K 0.02% -1,832 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,860 shares; 2025Q1: 1,736 shares; 2025Q2: 1,938 shares; 2025Q3: 1,933 shares; 2025Q4: 1,844 shares; 2026Q1: 1,972 shares 1,972 $918K 0.02% +128 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,979 shares; 2025Q1: 4,316 shares; 2025Q2: 4,276 shares; 2025Q3: 5,003 shares; 2025Q4: 4,641 shares; 2026Q1: 3,965 shares 3,965 $916K 0.02% -676 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,366 shares; 2024Q4: 32,287 shares; 2025Q1: 32,275 shares; 2025Q2: 32,390 shares; 2025Q3: 30,679 shares; 2025Q4: 24,723 shares; 2026Q1: 7,684 shares 7,684 $908K 0.02% -17,039 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 7,547 shares; 2025Q1: 7,606 shares; 2025Q2: 7,606 shares; 2025Q3: 7,608 shares; 2025Q4: 10,260 shares; 2026Q1: 10,263 shares 10,263 $908K 0.02% +3 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,711 shares; 2024Q4: 21,397 shares; 2025Q1: 23,257 shares; 2025Q2: 20,393 shares; 2025Q3: 22,944 shares; 2025Q4: 18,257 shares; 2026Q1: 14,467 shares 14,467 $908K 0.02% -3,790 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,536 shares; 2024Q4: 57,898 shares; 2025Q1: 58,891 shares; 2025Q2: 57,883 shares; 2025Q3: 62,167 shares; 2025Q4: 61,267 shares; 2026Q1: 43,739 shares 43,739 $908K 0.02% -17,528 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,428 shares; 2025Q1: 3,632 shares; 2025Q2: 3,547 shares; 2025Q3: 3,510 shares; 2025Q4: 3,041 shares; 2026Q1: 2,752 shares 2,752 $907K 0.02% -289 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,636 shares; 2025Q4: 6,965 shares; 2026Q1: 6,667 shares 6,667 $903K 0.02% -298 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,367 shares; 2024Q4: 8,612 shares; 2025Q1: 8,612 shares; 2025Q2: 10,407 shares; 2025Q3: 10,585 shares; 2025Q4: 10,642 shares; 2026Q1: 8,633 shares 8,633 $893K 0.02% -2,009 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,855 shares; 2026Q1: 34,009 shares 34,009 $891K 0.02% +19,154 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,756 shares; 2025Q4: 3,377 shares; 2026Q1: 3,265 shares 3,265 $883K 0.02% -112 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,286 shares; 2024Q4: 13,702 shares; 2025Q1: 15,552 shares; 2025Q2: 16,870 shares; 2025Q3: 19,578 shares; 2025Q4: 15,797 shares; 2026Q1: 19,635 shares 19,635 $877K 0.02% +3,838 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 10,498 shares; 2025Q1: 10,047 shares; 2025Q2: 9,972 shares; 2025Q3: 9,865 shares; 2025Q4: 9,205 shares; 2026Q1: 9,387 shares 9,387 $875K 0.02% +182 Timeline EEMV 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: 20,247 shares; 2024Q4: 15,998 shares; 2025Q1: 17,390 shares; 2025Q2: 17,261 shares; 2025Q3: 13,786 shares; 2025Q4: 13,953 shares; 2026Q1: 13,464 shares 13,464 $872K 0.02% -489 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,154 shares; 2025Q2: 3,156 shares; 2025Q3: 3,212 shares; 2025Q4: 3,501 shares; 2026Q1: 3,158 shares 3,158 $864K 0.02% -343 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,667 shares; 2024Q4: 23,630 shares; 2025Q1: 26,626 shares; 2025Q2: 26,226 shares; 2025Q3: 26,226 shares; 2025Q4: 22,969 shares; 2026Q1: 29,544 shares 29,544 $861K 0.02% +6,575 Timeline VCIT 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: 7,023 shares; 2024Q4: 7,330 shares; 2025Q1: 7,080 shares; 2025Q2: 7,557 shares; 2025Q3: 9,083 shares; 2025Q4: 10,076 shares; 2026Q1: 10,383 shares 10,383 $859K 0.02% +307 Timeline AIQ 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: 4,675 shares; 2025Q3: 11,800 shares; 2025Q4: 20,524 shares; 2026Q1: 18,352 shares 18,352 $856K 0.02% -2,172 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,041 shares; 2025Q2: 8,022 shares; 2025Q3: 8,528 shares; 2025Q4: 26,577 shares; 2026Q1: 27,755 shares 27,755 $855K 0.02% +1,178 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,389 shares; 2024Q4: 45,552 shares; 2025Q1: 45,805 shares; 2025Q2: 45,778 shares; 2025Q3: 38,773 shares; 2025Q4: 38,377 shares; 2026Q1: 39,493 shares 39,493 $852K 0.02% +1,116 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,213 shares; 2025Q1: 1,456 shares; 2025Q2: 1,339 shares; 2025Q3: 2,175 shares; 2025Q4: 2,043 shares; 2026Q1: 2,123 shares 2,123 $842K 0.02% +80 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,798 shares; 2026Q1: 22,624 shares 22,624 $837K 0.02% +9,826 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,634 shares; 2025Q1: 4,927 shares; 2025Q2: 5,680 shares; 2025Q3: 5,397 shares; 2025Q4: 6,115 shares; 2026Q1: 6,156 shares 6,156 $836K 0.02% +41 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: 4,109 shares; 2024Q4: 20,540 shares; 2025Q1: 20,818 shares; 2025Q2: 20,753 shares; 2025Q3: 20,858 shares; 2025Q4: 18,576 shares; 2026Q1: 18,437 shares 18,437 $835K 0.02% -139 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,395 shares; 2025Q1: 6,005 shares; 2025Q2: 5,879 shares; 2025Q3: 4,885 shares; 2025Q4: 4,949 shares; 2026Q1: 4,922 shares 4,922 $835K 0.02% -27 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: 860 shares; 2024Q4: 906 shares; 2025Q1: 1,283 shares; 2025Q2: 1,184 shares; 2025Q3: 1,042 shares; 2025Q4: 911 shares; 2026Q1: 482 shares 482 $833K 0.02% -429 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,884 shares; 2024Q4: 39,172 shares; 2025Q1: 41,139 shares; 2025Q2: 38,837 shares; 2025Q3: 38,492 shares; 2025Q4: 30,261 shares; 2026Q1: 27,465 shares 27,465 $833K 0.02% -2,796 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,426 shares; 2024Q4: 12,585 shares; 2025Q1: 12,545 shares; 2025Q2: 11,977 shares; 2025Q3: 12,029 shares; 2025Q4: 12,244 shares; 2026Q1: 12,402 shares 12,402 $829K 0.02% +158 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: 11,965 shares; 2026Q1: 16,650 shares 16,650 $824K 0.02% +4,685 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,504 shares; 2025Q1: 5,507 shares; 2025Q2: 5,509 shares; 2025Q3: 5,709 shares; 2025Q4: 5,919 shares; 2026Q1: 5,930 shares 5,930 $821K 0.02% +11 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: 2,672 shares; 2024Q4: 2,566 shares; 2025Q1: 2,312 shares; 2025Q2: 1,887 shares; 2025Q3: 2,043 shares; 2025Q4: 1,774 shares; 2026Q1: 1,512 shares 1,512 $815K 0.02% -262 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,639 shares; 2024Q4: 27,639 shares; 2025Q1: 26,750 shares; 2025Q2: 23,953 shares; 2025Q3: 21,584 shares; 2025Q4: 18,380 shares; 2026Q1: 18,173 shares 18,173 $813K 0.02% -207 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,700 shares; 2024Q4: 31,700 shares; 2025Q1: 31,700 shares; 2025Q2: 31,700 shares; 2025Q3: 31,700 shares; 2025Q4: 31,700 shares; 2026Q1: 31,700 shares 31,700 $812K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,979 shares; 2025Q1: 1,987 shares; 2025Q2: 1,838 shares; 2025Q3: 1,882 shares; 2025Q4: 2,110 shares; 2026Q1: 1,825 shares 1,825 $811K 0.02% -285 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,597 shares; 2024Q4: 20,852 shares; 2025Q1: 10,963 shares; 2025Q2: 10,813 shares; 2025Q3: not reported; 2025Q4: 10,813 shares; 2026Q1: 10,738 shares 10,738 $810K 0.02% -75 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,067 shares; 2024Q4: 13,272 shares; 2025Q1: 13,138 shares; 2025Q2: 12,903 shares; 2025Q3: 12,266 shares; 2025Q4: 9,445 shares; 2026Q1: 9,940 shares 9,940 $808K 0.02% +495 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,517 shares; 2025Q1: 3,337 shares; 2025Q2: 3,408 shares; 2025Q3: 3,281 shares; 2025Q4: 3,311 shares; 2026Q1: 3,027 shares 3,027 $807K 0.02% -284 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,918 shares; 2024Q4: 10,940 shares; 2025Q1: 10,965 shares; 2025Q2: 11,542 shares; 2025Q3: 8,699 shares; 2025Q4: 8,717 shares; 2026Q1: 6,017 shares 6,017 $795K 0.02% -2,700 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,349 shares; 2024Q4: 12,424 shares; 2025Q1: 9,176 shares; 2025Q2: 9,213 shares; 2025Q3: 9,228 shares; 2025Q4: 9,947 shares; 2026Q1: 12,586 shares 12,586 $794K 0.02% +2,639 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 11,799 shares; 2025Q1: 10,966 shares; 2025Q2: 10,988 shares; 2025Q3: 13,588 shares; 2025Q4: 12,397 shares; 2026Q1: 12,127 shares 12,127 $792K 0.02% -270 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares 31,000 $791K 0.02% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares 31,000 $789K 0.02% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $789K 0.02% new Timeline FTXO 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: 35,201 shares; 2025Q2: 32,942 shares; 2025Q3: 36,449 shares; 2025Q4: 37,107 shares; 2026Q1: 21,742 shares 21,742 $786K 0.02% -15,365 Timeline BNDC 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: 38,036 shares; 2024Q4: 38,488 shares; 2025Q1: 35,569 shares; 2025Q2: 34,354 shares; 2025Q3: 34,333 shares; 2025Q4: 34,624 shares; 2026Q1: 35,358 shares 35,358 $786K 0.02% +734 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,784 shares; 2024Q4: 19,415 shares; 2025Q1: 20,228 shares; 2025Q2: 13,885 shares; 2025Q3: 13,620 shares; 2025Q4: 14,164 shares; 2026Q1: 156,268 shares 156,268 $786K 0.02% +142,104 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares 31,000 $786K 0.02% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares; 2026Q1: 3,322 shares 3,322 $785K 0.02% +1,337 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,992 shares; 2024Q4: 26,787 shares; 2025Q1: 29,058 shares; 2025Q2: 12,597 shares; 2025Q3: 13,804 shares; 2025Q4: 13,267 shares; 2026Q1: 15,146 shares 15,146 $783K 0.02% +1,879 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,557 shares; 2025Q1: 5,713 shares; 2025Q2: 5,035 shares; 2025Q3: 5,030 shares; 2025Q4: 4,992 shares; 2026Q1: 4,995 shares 4,995 $775K 0.02% +3 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,216 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,985 shares; 2026Q1: 11,499 shares 11,499 $774K 0.02% +514 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 171 shares; 2025Q1: 236 shares; 2025Q2: 267 shares; 2025Q3: 232 shares; 2025Q4: 173 shares; 2026Q1: 183 shares 183 $771K 0.02% +10 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 11,866 shares; 2025Q1: 13,588 shares; 2025Q2: 14,367 shares; 2025Q3: 15,211 shares; 2025Q4: 17,774 shares; 2026Q1: 18,053 shares 18,053 $770K 0.02% +279 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 8,702 shares; 2025Q1: 8,134 shares; 2025Q2: 8,218 shares; 2025Q3: 8,161 shares; 2025Q4: 7,753 shares; 2026Q1: 8,270 shares 8,270 $767K 0.02% +517 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 8,275 shares 8,275 $767K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,189 shares; 2024Q4: 21,241 shares; 2025Q1: 23,035 shares; 2025Q2: 22,924 shares; 2025Q3: 21,316 shares; 2025Q4: 18,004 shares; 2026Q1: 14,316 shares 14,316 $764K 0.02% -3,688 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,438 shares; 2024Q4: 6,328 shares; 2025Q1: 7,342 shares; 2025Q2: 7,863 shares; 2025Q3: 7,050 shares; 2025Q4: 8,281 shares; 2026Q1: 8,992 shares 8,992 $761K 0.02% +711 Timeline XBIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,248 shares; 2025Q4: 8,205 shares; 2026Q1: 15,185 shares 15,185 $760K 0.02% +6,980 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 11,332 shares; 2025Q1: 10,944 shares; 2025Q2: 10,975 shares; 2025Q3: 10,988 shares; 2025Q4: 10,737 shares; 2026Q1: 9,800 shares 9,800 $755K 0.02% -937 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 926 shares; 2025Q1: 791 shares; 2025Q2: 729 shares; 2025Q3: 706 shares; 2025Q4: 733 shares; 2026Q1: 770 shares 770 $755K 0.02% +37 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,247 shares; 2024Q4: 17,292 shares; 2025Q1: 18,374 shares; 2025Q2: 18,406 shares; 2025Q3: 12,517 shares; 2025Q4: 12,585 shares; 2026Q1: 11,984 shares 11,984 $755K 0.02% -601 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: 7,622 shares; 2024Q4: 6,876 shares; 2025Q1: 7,428 shares; 2025Q2: 7,211 shares; 2025Q3: 7,395 shares; 2025Q4: 8,266 shares; 2026Q1: 8,006 shares 8,006 $752K 0.02% -260 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,211 shares; 2024Q4: 24,100 shares; 2025Q1: 24,328 shares; 2025Q2: 19,462 shares; 2025Q3: 13,838 shares; 2025Q4: 13,881 shares; 2026Q1: 13,574 shares 13,574 $749K 0.02% -307 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,389 shares; 2026Q1: 29,953 shares 29,953 $749K 0.02% +5,564 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 3,076 shares; 2025Q1: 31,008 shares; 2025Q2: 30,489 shares; 2025Q3: 2,412 shares; 2025Q4: 2,486 shares; 2026Q1: 3,581 shares 3,581 $746K 0.02% +1,095 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,092 shares; 2024Q4: 44,057 shares; 2025Q1: 53,256 shares; 2025Q2: 58,534 shares; 2025Q3: 56,001 shares; 2025Q4: 61,072 shares; 2026Q1: 39,219 shares 39,219 $745K 0.02% -21,853 Timeline FMF 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: 14,231 shares; 2024Q4: 13,837 shares; 2025Q1: 13,359 shares; 2025Q2: 12,871 shares; 2025Q3: 14,512 shares; 2025Q4: 14,175 shares; 2026Q1: 14,719 shares 14,719 $745K 0.02% +544 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 539 shares; 2025Q4: 506 shares; 2026Q1: 540 shares 540 $745K 0.02% +34 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,725 shares; 2025Q1: 2,647 shares; 2025Q2: 2,368 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,743 shares 5,743 $745K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 5,325 shares; 2025Q1: 6,465 shares; 2025Q2: 5,256 shares; 2025Q3: 9,914 shares; 2025Q4: 9,849 shares; 2026Q1: 9,108 shares 9,108 $744K 0.02% -741 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: 3,919 shares; 2024Q4: 4,075 shares; 2025Q1: 4,063 shares; 2025Q2: 4,470 shares; 2025Q3: 3,462 shares; 2025Q4: 2,883 shares; 2026Q1: 2,746 shares 2,746 $744K 0.02% -137 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,190 shares; 2024Q4: 63,440 shares; 2025Q1: 63,749 shares; 2025Q2: 61,929 shares; 2025Q3: 62,755 shares; 2025Q4: 7,949 shares; 2026Q1: 8,166 shares 8,166 $743K 0.02% +217 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 13,814 shares; 2025Q1: 15,468 shares; 2025Q2: 21,304 shares; 2025Q3: 22,374 shares; 2025Q4: 21,747 shares; 2026Q1: 21,846 shares 21,846 $743K 0.02% +99 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,316 shares; 2025Q1: 5,295 shares; 2025Q2: 5,281 shares; 2025Q3: 5,271 shares; 2025Q4: 6,209 shares; 2026Q1: 6,227 shares 6,227 $738K 0.02% +18 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: 2,653 shares; 2024Q4: 2,638 shares; 2025Q1: 3,024 shares; 2025Q2: 2,211 shares; 2025Q3: 2,069 shares; 2025Q4: 1,981 shares; 2026Q1: 1,764 shares 1,764 $735K 0.02% -217 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: 30,907 shares; 2024Q4: 29,133 shares; 2025Q1: 27,868 shares; 2025Q2: 27,430 shares; 2025Q3: 26,814 shares; 2025Q4: 24,086 shares; 2026Q1: 22,127 shares 22,127 $735K 0.02% -1,959 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,358 shares; 2026Q1: 15,609 shares 15,609 $734K 0.02% +7,251 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,623 shares; 2024Q4: 15,551 shares; 2025Q1: 15,191 shares; 2025Q2: 14,959 shares; 2025Q3: 14,960 shares; 2025Q4: 14,826 shares; 2026Q1: 14,827 shares 14,827 $732K 0.02% +1 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 13,336 shares; 2025Q1: 8,468 shares; 2025Q2: 10,965 shares; 2025Q3: 25,542 shares; 2025Q4: 21,904 shares; 2026Q1: 17,787 shares 17,787 $732K 0.02% -4,117 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,132 shares; 2025Q1: 1,099 shares; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 1,811 shares 1,811 $732K 0.02% +997 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,225 shares; 2025Q1: 4,333 shares; 2025Q2: 4,523 shares; 2025Q3: 6,130 shares; 2025Q4: 7,013 shares; 2026Q1: 9,481 shares 9,481 $731K 0.02% +2,468 Timeline PXF 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: 11,133 shares; 2024Q4: 11,133 shares; 2025Q1: 10,871 shares; 2025Q2: 10,815 shares; 2025Q3: 11,581 shares; 2025Q4: 10,457 shares; 2026Q1: 10,458 shares 10,458 $731K 0.02% +1 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 11,661 shares; 2025Q1: 10,764 shares; 2025Q2: 12,391 shares; 2025Q3: 10,899 shares; 2025Q4: 10,632 shares; 2026Q1: 10,260 shares 10,260 $726K 0.02% -372 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 11,437 shares; 2025Q1: 11,396 shares; 2025Q2: 11,276 shares; 2025Q3: 11,292 shares; 2025Q4: 12,625 shares; 2026Q1: 12,767 shares 12,767 $722K 0.02% +142 Timeline IBTH 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: 277,777 shares; 2024Q4: 303,963 shares; 2025Q1: 333,411 shares; 2025Q2: 333,908 shares; 2025Q3: 31,051 shares; 2025Q4: 31,519 shares; 2026Q1: 32,203 shares 32,203 $722K 0.02% +684 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,164 shares; 2025Q1: 2,855 shares; 2025Q2: 2,856 shares; 2025Q3: 2,409 shares; 2025Q4: 2,391 shares; 2026Q1: 2,463 shares 2,463 $721K 0.02% +72 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,030 shares; 2024Q4: 14,744 shares; 2025Q1: 13,019 shares; 2025Q2: 13,437 shares; 2025Q3: 8,120 shares; 2025Q4: 8,184 shares; 2026Q1: 7,452 shares 7,452 $720K 0.02% -732 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,521 shares; 2024Q4: 14,345 shares; 2025Q1: 13,523 shares; 2025Q2: 13,860 shares; 2025Q3: 15,043 shares; 2025Q4: 15,038 shares; 2026Q1: 15,814 shares 15,814 $719K 0.02% +776 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 4,490 shares; 2025Q1: 3,694 shares; 2025Q2: 3,494 shares; 2025Q3: 4,131 shares; 2025Q4: 3,319 shares; 2026Q1: 2,582 shares 2,582 $717K 0.02% -737 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,621 shares; 2025Q1: 1,910 shares; 2025Q2: 1,716 shares; 2025Q3: 1,974 shares; 2025Q4: 2,128 shares; 2026Q1: 3,090 shares 3,090 $717K 0.02% +962 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,949 shares; 2025Q1: 5,392 shares; 2025Q2: 5,738 shares; 2025Q3: 5,745 shares; 2025Q4: 5,351 shares; 2026Q1: 5,438 shares 5,438 $716K 0.02% +87 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,857 shares; 2024Q4: 95,784 shares; 2025Q1: 112,804 shares; 2025Q2: 89,101 shares; 2025Q3: 104,751 shares; 2025Q4: 73,604 shares; 2026Q1: 39,558 shares 39,558 $713K 0.02% -34,046 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,909 shares; 2025Q1: 16,909 shares; 2025Q2: 15,295 shares; 2025Q3: not reported; 2025Q4: 15,388 shares; 2026Q1: 15,388 shares 15,388 $711K 0.02% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,711 shares; 2024Q4: 19,175 shares; 2025Q1: 19,872 shares; 2025Q2: 19,509 shares; 2025Q3: 21,219 shares; 2025Q4: 20,623 shares; 2026Q1: 18,788 shares 18,788 $709K 0.02% -1,835 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,835 shares; 2026Q1: 7,513 shares 7,513 $708K 0.02% +4,678 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,776 shares; 2025Q1: 3,736 shares; 2025Q2: 3,530 shares; 2025Q3: 3,610 shares; 2025Q4: 3,378 shares; 2026Q1: 3,259 shares 3,259 $708K 0.02% -119 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 5,437 shares; 2025Q1: 5,568 shares; 2025Q2: 5,990 shares; 2025Q3: 6,217 shares; 2025Q4: 6,504 shares; 2026Q1: 3,572 shares 3,572 $705K 0.02% -2,932 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 1,105 shares; 2025Q1: 1,062 shares; 2025Q2: 1,040 shares; 2025Q3: 2,854 shares; 2025Q4: 2,744 shares; 2026Q1: 1,854 shares 1,854 $700K 0.02% -890 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 20,309 shares; 2025Q1: 20,871 shares; 2025Q2: 21,135 shares; 2025Q3: 21,170 shares; 2025Q4: 20,961 shares; 2026Q1: 20,663 shares 20,663 $697K 0.02% -298 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 3,046 shares; 2025Q1: 2,930 shares; 2025Q2: 2,171 shares; 2025Q3: 2,115 shares; 2025Q4: 2,615 shares; 2026Q1: 2,611 shares 2,611 $697K 0.02% -4 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,011 shares; 2024Q4: 14,011 shares; 2025Q1: 14,011 shares; 2025Q2: 14,011 shares; 2025Q3: 13,976 shares; 2025Q4: 13,967 shares; 2026Q1: 13,968 shares 13,968 $696K 0.02% +1 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,962 shares; 2025Q3: 9,097 shares; 2025Q4: 8,446 shares; 2026Q1: 16,351 shares 16,351 $696K 0.02% +7,905 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 6,227 shares; 2025Q1: 6,228 shares; 2025Q2: 8,689 shares; 2025Q3: 8,052 shares; 2025Q4: 8,769 shares; 2026Q1: 9,508 shares 9,508 $695K 0.02% +739 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 5,265 shares; 2025Q1: 3,571 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 1,892 shares; 2026Q1: 3,572 shares 3,572 $695K 0.02% +1,680 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 7,196 shares; 2025Q1: 6,904 shares; 2025Q2: 5,383 shares; 2025Q3: 6,698 shares; 2025Q4: 9,092 shares; 2026Q1: 9,272 shares 9,272 $689K 0.02% +180 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,273 shares; 2024Q4: 8,436 shares; 2025Q1: 7,759 shares; 2025Q2: 7,637 shares; 2025Q3: 6,595 shares; 2025Q4: 6,061 shares; 2026Q1: 9,306 shares 9,306 $688K 0.02% +3,245 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,332 shares; 2025Q3: 4,392 shares; 2025Q4: 2,796 shares; 2026Q1: 4,149 shares 4,149 $685K 0.02% +1,353 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 1,976 shares; 2025Q1: 2,019 shares; 2025Q2: 1,775 shares; 2025Q3: 1,308 shares; 2025Q4: 4,637 shares; 2026Q1: 4,449 shares 4,449 $681K 0.02% -188 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,336 shares; 2024Q4: 13,900 shares; 2025Q1: 14,930 shares; 2025Q2: 15,183 shares; 2025Q3: 14,962 shares; 2025Q4: 13,543 shares; 2026Q1: 14,497 shares 14,497 $680K 0.02% +954 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,503 shares; 2025Q1: 9,941 shares; 2025Q2: 4,455 shares; 2025Q3: 4,517 shares; 2025Q4: 4,644 shares; 2026Q1: 4,671 shares 4,671 $678K 0.02% +27 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: 5,874 shares; 2025Q4: 9,154 shares; 2026Q1: 10,300 shares 10,300 $677K 0.02% +1,146 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,968 shares; 2024Q4: 5,984 shares; 2025Q1: 4,884 shares; 2025Q2: 14,016 shares; 2025Q3: 14,041 shares; 2025Q4: 14,322 shares; 2026Q1: 13,578 shares 13,578 $677K 0.02% -744 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,014 shares; 2024Q4: 14,711 shares; 2025Q1: 12,846 shares; 2025Q2: 12,373 shares; 2025Q3: 11,343 shares; 2025Q4: 11,620 shares; 2026Q1: 11,455 shares 11,455 $677K 0.02% -165 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,676 shares; 2024Q4: 25,120 shares; 2025Q1: 23,429 shares; 2025Q2: 21,229 shares; 2025Q3: 13,287 shares; 2025Q4: 11,415 shares; 2026Q1: 10,304 shares 10,304 $674K 0.02% -1,111 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: not reported; 2025Q1: 4,185 shares; 2025Q2: 3,735 shares; 2025Q3: 3,578 shares; 2025Q4: 2,689 shares; 2026Q1: 3,319 shares 3,319 $674K 0.02% +630 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 10,091 shares; 2025Q1: 10,625 shares; 2025Q2: 10,546 shares; 2025Q3: 8,369 shares; 2025Q4: 7,407 shares; 2026Q1: 3,133 shares 3,133 $669K 0.02% -4,274 Timeline URTH 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: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 4,011 shares; 2026Q1: 3,700 shares 3,700 $666K 0.02% -311 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,223 shares; 2025Q1: 4,223 shares; 2025Q2: 4,158 shares; 2025Q3: 4,683 shares; 2025Q4: 4,688 shares; 2026Q1: 7,134 shares 7,134 $665K 0.02% +2,446 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,728 shares; 2026Q1: 2,050 shares 2,050 $660K 0.02% +322 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,769 shares; 2025Q1: 4,671 shares; 2025Q2: 4,773 shares; 2025Q3: 4,258 shares; 2025Q4: 3,893 shares; 2026Q1: 3,791 shares 3,791 $656K 0.02% -102 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,923 shares; 2025Q1: 1,889 shares; 2025Q2: 1,902 shares; 2025Q3: 2,221 shares; 2025Q4: 3,244 shares; 2026Q1: 3,139 shares 3,139 $654K 0.02% -105 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 5,956 shares; 2025Q1: 5,945 shares; 2025Q2: 7,830 shares; 2025Q3: 7,617 shares; 2025Q4: 6,906 shares; 2026Q1: 5,879 shares 5,879 $653K 0.02% -1,027 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,256 shares; 2024Q4: 53,916 shares; 2025Q1: 63,173 shares; 2025Q2: 61,926 shares; 2025Q3: 64,627 shares; 2025Q4: 70,224 shares; 2026Q1: 26,247 shares 26,247 $650K 0.02% -43,977 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,484 shares; 2024Q4: 18,861 shares; 2025Q1: 18,861 shares; 2025Q2: 18,861 shares; 2025Q3: 21,292 shares; 2025Q4: 21,877 shares; 2026Q1: 25,838 shares 25,838 $650K 0.02% +3,961 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 11,480 shares 11,480 $649K 0.02% new 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: 3,024 shares; 2025Q3: 3,181 shares; 2025Q4: 3,306 shares; 2026Q1: 3,209 shares 3,209 $647K 0.02% -97 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,564 shares; 2025Q3: 21,965 shares; 2025Q4: 12,567 shares; 2026Q1: 12,722 shares 12,722 $646K 0.02% +155 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 16,211 shares 16,211 $644K 0.02% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 22,886 shares; 2025Q1: 16,988 shares; 2025Q2: 17,326 shares; 2025Q3: 16,655 shares; 2025Q4: 14,069 shares; 2026Q1: 13,100 shares 13,100 $642K 0.02% -969 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,716 shares; 2024Q4: 11,639 shares; 2025Q1: 11,303 shares; 2025Q2: 13,631 shares; 2025Q3: 17,726 shares; 2025Q4: 17,560 shares; 2026Q1: 19,231 shares 19,231 $641K 0.02% +1,671 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,471 shares; 2024Q4: 11,774 shares; 2025Q1: 10,765 shares; 2025Q2: 10,715 shares; 2025Q3: 17,399 shares; 2025Q4: 21,418 shares; 2026Q1: 19,185 shares 19,185 $641K 0.02% -2,233 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 25,491 shares; 2025Q3: 30,558 shares; 2025Q4: 30,846 shares; 2026Q1: 30,071 shares 30,071 $637K 0.02% -775 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,933 shares; 2025Q1: 5,112 shares; 2025Q2: 5,177 shares; 2025Q3: 5,181 shares; 2025Q4: 6,470 shares; 2026Q1: 6,634 shares 6,634 $635K 0.02% +164 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 4,552 shares; 2025Q1: 4,865 shares; 2025Q2: 5,705 shares; 2025Q3: 5,444 shares; 2025Q4: 8,954 shares; 2026Q1: 7,783 shares 7,783 $630K 0.02% -1,171 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,473 shares; 2025Q3: 2,406 shares; 2025Q4: 3,227 shares; 2026Q1: 5,978 shares 5,978 $630K 0.02% +2,751 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,954 shares; 2024Q4: 11,286 shares; 2025Q1: 1,991 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,704 shares 5,704 $626K 0.02% new Timeline JGRW TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,788 shares; 2025Q1: 24,115 shares; 2025Q2: 29,663 shares; 2025Q3: 27,568 shares; 2025Q4: 28,058 shares; 2026Q1: 25,662 shares 25,662 $624K 0.02% -2,396 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 2,322 shares; 2025Q3: 2,315 shares; 2025Q4: 3,213 shares; 2026Q1: 2,879 shares 2,879 $624K 0.02% -334 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: 10,076 shares; 2024Q4: 9,357 shares; 2025Q1: 8,838 shares; 2025Q2: 7,825 shares; 2025Q3: 7,896 shares; 2025Q4: 8,083 shares; 2026Q1: 8,294 shares 8,294 $623K 0.02% +211 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: 10,931 shares; 2024Q4: 11,430 shares; 2025Q1: 12,270 shares; 2025Q2: 12,370 shares; 2025Q3: 12,162 shares; 2025Q4: 14,115 shares; 2026Q1: 15,914 shares 15,914 $623K 0.02% +1,799 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,370 shares; 2026Q1: 4,664 shares 4,664 $622K 0.02% +294 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 16,697 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,554 shares; 2025Q4: 4,312 shares; 2026Q1: 5,728 shares 5,728 $622K 0.02% +1,416 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,520 shares; 2024Q4: 31,387 shares; 2025Q1: 21,459 shares; 2025Q2: 10,843 shares; 2025Q3: 10,843 shares; 2025Q4: 10,017 shares; 2026Q1: 7,218 shares 7,218 $619K 0.02% -2,799 Timeline IBHF 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: 29,728 shares; 2024Q4: 29,592 shares; 2025Q1: 29,377 shares; 2025Q2: 29,377 shares; 2025Q3: 27,783 shares; 2025Q4: 27,783 shares; 2026Q1: 26,916 shares 26,916 $618K 0.02% -867 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 6,847 shares; 2025Q1: 7,307 shares; 2025Q2: 6,172 shares; 2025Q3: 5,639 shares; 2025Q4: 4,560 shares; 2026Q1: 5,405 shares 5,405 $617K 0.02% +845 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 11,616 shares; 2025Q1: 10,515 shares; 2025Q2: 10,487 shares; 2025Q3: 10,441 shares; 2025Q4: 10,491 shares; 2026Q1: 10,066 shares 10,066 $617K 0.02% -425 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,488 shares; 2024Q4: 93,655 shares; 2025Q1: 110,490 shares; 2025Q2: 109,640 shares; 2025Q3: 115,842 shares; 2025Q4: 9,976 shares; 2026Q1: 10,421 shares 10,421 $616K 0.02% +445 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,799 shares; 2025Q3: 18,556 shares; 2025Q4: 25,709 shares; 2026Q1: 24,742 shares 24,742 $614K 0.02% -967 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 7,148 shares; 2025Q1: 6,249 shares; 2025Q2: 6,892 shares; 2025Q3: 5,677 shares; 2025Q4: 6,081 shares; 2026Q1: 7,196 shares 7,196 $613K 0.02% +1,115 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 3,150 shares; 2025Q4: 3,603 shares; 2026Q1: 4,228 shares 4,228 $613K 0.02% +625 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,378 shares; 2025Q1: 4,299 shares; 2025Q2: 4,309 shares; 2025Q3: 2,538 shares; 2025Q4: 2,212 shares; 2026Q1: 2,493 shares 2,493 $610K 0.02% +281 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 4,214 shares; 2025Q1: 3,818 shares; 2025Q2: 3,870 shares; 2025Q3: 3,793 shares; 2025Q4: 4,029 shares; 2026Q1: 4,385 shares 4,385 $609K 0.02% +356 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,433 shares; 2025Q1: 1,498 shares; 2025Q2: 1,472 shares; 2025Q3: 1,482 shares; 2025Q4: 1,650 shares; 2026Q1: 1,937 shares 1,937 $609K 0.02% +287 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 6,486 shares; 2025Q1: 5,626 shares; 2025Q2: 3,803 shares; 2025Q3: 4,027 shares; 2025Q4: 4,654 shares; 2026Q1: 5,416 shares 5,416 $608K 0.02% +762 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,688 shares; 2025Q1: 46,408 shares; 2025Q2: 39,037 shares; 2025Q3: 26,959 shares; 2025Q4: 30,420 shares; 2026Q1: 26,455 shares 26,455 $602K 0.02% -3,965 Timeline HERD 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: not reported; 2026Q1: 13,042 shares 13,042 $597K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,277 shares; 2024Q4: 8,282 shares; 2025Q1: 7,866 shares; 2025Q2: 6,280 shares; 2025Q3: 7,415 shares; 2025Q4: 7,985 shares; 2026Q1: 9,224 shares 9,224 $596K 0.02% +1,239 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 6,496 shares; 2025Q1: 6,498 shares; 2025Q2: 6,405 shares; 2025Q3: 796 shares; 2025Q4: 642 shares; 2026Q1: 1,657 shares 1,657 $595K 0.02% +1,015 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,249 shares; 2024Q4: 7,485 shares; 2025Q1: 7,362 shares; 2025Q2: 7,004 shares; 2025Q3: 7,193 shares; 2025Q4: 7,193 shares; 2026Q1: 10,457 shares 10,457 $594K 0.02% +3,264 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,171 shares; 2024Q4: 20,276 shares; 2025Q1: 20,276 shares; 2025Q2: 17,437 shares; 2025Q3: 15,740 shares; 2025Q4: 15,003 shares; 2026Q1: 15,094 shares 15,094 $593K 0.02% +91 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,358 shares; 2025Q1: 2,641 shares; 2025Q2: 2,634 shares; 2025Q3: 2,625 shares; 2025Q4: 3,281 shares; 2026Q1: 3,745 shares 3,745 $593K 0.02% +464 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,186 shares; 2025Q4: 10,926 shares; 2026Q1: 12,227 shares 12,227 $592K 0.02% +1,301 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,910 shares; 2024Q4: 14,571 shares; 2025Q1: 14,395 shares; 2025Q2: 14,156 shares; 2025Q3: 14,684 shares; 2025Q4: 14,256 shares; 2026Q1: 15,167 shares 15,167 $591K 0.02% +911 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,365 shares 24,365 $591K 0.02% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,192 shares; 2025Q3: 11,197 shares; 2025Q4: 11,690 shares; 2026Q1: 16,383 shares 16,383 $590K 0.02% +4,693 Timeline GTO 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: 196,192 shares; 2024Q4: 199,447 shares; 2025Q1: 197,934 shares; 2025Q2: 200,969 shares; 2025Q3: 34,967 shares; 2025Q4: 24,485 shares; 2026Q1: 12,586 shares 12,586 $589K 0.02% -11,899 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,072 shares; 2025Q4: 9,458 shares; 2026Q1: 8,502 shares 8,502 $588K 0.02% -956 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,771 shares; 2025Q1: 1,794 shares; 2025Q2: 2,134 shares; 2025Q3: 2,183 shares; 2025Q4: 2,967 shares; 2026Q1: 3,367 shares 3,367 $588K 0.02% +400 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 3,534 shares; 2025Q1: 3,623 shares; 2025Q2: 2,406 shares; 2025Q3: 2,809 shares; 2025Q4: 2,933 shares; 2026Q1: 2,934 shares 2,934 $587K 0.02% +1 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,450 shares; 2024Q4: 31,856 shares; 2025Q1: 30,432 shares; 2025Q2: 25,581 shares; 2025Q3: 23,521 shares; 2025Q4: 20,361 shares; 2026Q1: 22,224 shares 22,224 $587K 0.02% +1,863 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: 8,497 shares; 2024Q4: 8,497 shares; 2025Q1: 8,497 shares; 2025Q2: 8,497 shares; 2025Q3: 8,497 shares; 2025Q4: 8,497 shares; 2026Q1: 12,717 shares 12,717 $587K 0.02% +4,220 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,946 shares; 2025Q1: 1,767 shares; 2025Q2: 1,529 shares; 2025Q3: 1,508 shares; 2025Q4: 2,158 shares; 2026Q1: 2,137 shares 2,137 $582K 0.02% -21 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 7,485 shares; 2025Q3: 11,801 shares; 2025Q4: 11,935 shares; 2026Q1: 11,869 shares 11,869 $581K 0.02% -66 Timeline IBTG 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: 292,333 shares; 2024Q4: 319,692 shares; 2025Q1: 26,686 shares; 2025Q2: 26,686 shares; 2025Q3: 28,435 shares; 2025Q4: 28,456 shares; 2026Q1: 25,343 shares 25,343 $581K 0.02% -3,113 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,554 shares; 2025Q1: 2,658 shares; 2025Q2: 3,656 shares; 2025Q3: 2,026 shares; 2025Q4: 2,404 shares; 2026Q1: 2,907 shares 2,907 $575K 0.02% +503 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,613 shares; 2024Q4: 14,818 shares; 2025Q1: 13,518 shares; 2025Q2: 13,564 shares; 2025Q3: 12,824 shares; 2025Q4: 12,813 shares; 2026Q1: 12,813 shares 12,813 $575K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,653 shares; 2024Q4: 25,858 shares; 2025Q1: 24,711 shares; 2025Q2: 24,808 shares; 2025Q3: 26,739 shares; 2025Q4: 25,388 shares; 2026Q1: 36,325 shares 36,325 $574K 0.02% +10,937 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 2,016 shares; 2025Q1: 1,951 shares; 2025Q2: 2,301 shares; 2025Q3: 2,345 shares; 2025Q4: 2,223 shares; 2026Q1: 2,295 shares 2,295 $573K 0.02% +72 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,210 shares 6,210 $573K 0.02% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,243 shares; 2025Q4: 5,243 shares; 2026Q1: 10,425 shares 10,425 $570K 0.02% +5,182 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,708 shares; 2024Q4: 12,906 shares; 2025Q1: 11,066 shares; 2025Q2: 11,110 shares; 2025Q3: 10,303 shares; 2025Q4: 15,058 shares; 2026Q1: 14,056 shares 14,056 $568K 0.02% -1,002 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 6,585 shares; 2025Q1: 6,585 shares; 2025Q2: 6,585 shares; 2025Q3: 6,585 shares; 2025Q4: 9,601 shares; 2026Q1: 11,419 shares 11,419 $568K 0.02% +1,818 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 7,733 shares; 2025Q1: 7,515 shares; 2025Q2: 7,389 shares; 2025Q3: 7,326 shares; 2025Q4: 6,613 shares; 2026Q1: 5,195 shares 5,195 $567K 0.02% -1,418 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,341 shares; 2024Q4: 17,833 shares; 2025Q1: 17,833 shares; 2025Q2: 18,955 shares; 2025Q3: 20,789 shares; 2025Q4: 20,735 shares; 2026Q1: 20,755 shares 20,755 $565K 0.02% +20 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,415 shares; 2024Q4: 26,949 shares; 2025Q1: 26,178 shares; 2025Q2: 28,734 shares; 2025Q3: 29,258 shares; 2025Q4: 26,762 shares; 2026Q1: 16,057 shares 16,057 $564K 0.01% -10,705 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,930 shares; 2025Q1: 2,305 shares; 2025Q2: 3,703 shares; 2025Q3: 2,752 shares; 2025Q4: 2,465 shares; 2026Q1: 3,737 shares 3,737 $564K 0.01% +1,272 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,828 shares; 2025Q3: 1,728 shares; 2025Q4: 2,370 shares; 2026Q1: 2,213 shares 2,213 $563K 0.01% -157 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,758 shares; 2024Q4: 18,855 shares; 2025Q1: 25,550 shares; 2025Q2: 25,704 shares; 2025Q3: 16,204 shares; 2025Q4: 16,336 shares; 2026Q1: 19,920 shares 19,920 $562K 0.01% +3,584 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,096 shares; 2024Q4: 4,120 shares; 2025Q1: 3,134 shares; 2025Q2: 3,045 shares; 2025Q3: 2,240 shares; 2025Q4: 2,037 shares; 2026Q1: 1,641 shares 1,641 $562K 0.01% -396 Timeline USFR 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: 7,029 shares; 2024Q4: 11,783 shares; 2025Q1: 7,716 shares; 2025Q2: 8,252 shares; 2025Q3: 13,278 shares; 2025Q4: 13,366 shares; 2026Q1: 11,138 shares 11,138 $561K 0.01% -2,228 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 5,507 shares; 2025Q1: 5,255 shares; 2025Q2: 5,236 shares; 2025Q3: 5,143 shares; 2025Q4: 4,750 shares; 2026Q1: 3,703 shares 3,703 $557K 0.01% -1,047 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 6,112 shares; 2025Q1: 6,112 shares; 2025Q2: 6,112 shares; 2025Q3: 6,520 shares; 2025Q4: 6,112 shares; 2026Q1: 6,088 shares 6,088 $557K 0.01% -24 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,817 shares; 2024Q4: 17,887 shares; 2025Q1: 16,347 shares; 2025Q2: 13,866 shares; 2025Q3: 13,003 shares; 2025Q4: 11,585 shares; 2026Q1: 12,010 shares 12,010 $557K 0.01% +425 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 5,926 shares; 2025Q1: 6,934 shares; 2025Q2: 6,912 shares; 2025Q3: 7,727 shares; 2025Q4: 7,780 shares; 2026Q1: 7,899 shares 7,899 $556K 0.01% +119 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 5,025 shares; 2025Q1: 3,322 shares; 2025Q2: 3,333 shares; 2025Q3: 3,314 shares; 2025Q4: 3,762 shares; 2026Q1: 3,864 shares 3,864 $556K 0.01% +102 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,328 shares; 2025Q1: 18,148 shares; 2025Q2: 10,340 shares; 2025Q3: 5,724 shares; 2025Q4: 6,116 shares; 2026Q1: 8,508 shares 8,508 $554K 0.01% +2,392 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,243 shares; 2025Q1: 5,195 shares; 2025Q2: 4,700 shares; 2025Q3: not reported; 2025Q4: 7,752 shares; 2026Q1: 7,612 shares 7,612 $554K 0.01% -140 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,646 shares; 2025Q3: 21,555 shares; 2025Q4: 16,099 shares; 2026Q1: 20,119 shares 20,119 $552K 0.01% +4,020 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 7,921 shares; 2025Q1: 8,121 shares; 2025Q2: 26,412 shares; 2025Q3: 8,113 shares; 2025Q4: 9,775 shares; 2026Q1: 9,775 shares 9,775 $549K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,459 shares; 2024Q4: 12,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,079 shares; 2026Q1: 8,882 shares 8,882 $547K 0.01% +2,803 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,010 shares 3,010 $543K 0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,587 shares; 2025Q1: 3,715 shares; 2025Q2: 4,088 shares; 2025Q3: 4,674 shares; 2025Q4: 7,577 shares; 2026Q1: 7,585 shares 7,585 $542K 0.01% +8 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 2,766 shares; 2025Q1: 2,642 shares; 2025Q2: 2,661 shares; 2025Q3: 2,641 shares; 2025Q4: 2,642 shares; 2026Q1: 2,615 shares 2,615 $541K 0.01% -27 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,885 shares; 2025Q1: 4,839 shares; 2025Q2: 6,220 shares; 2025Q3: 6,422 shares; 2025Q4: 6,637 shares; 2026Q1: 6,877 shares 6,877 $540K 0.01% +240 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 953 shares; 2025Q1: 990 shares; 2025Q2: 1,772 shares; 2025Q3: 1,624 shares; 2025Q4: 1,345 shares; 2026Q1: 959 shares 959 $539K 0.01% -386 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,810 shares; 2025Q1: 7,662 shares; 2025Q2: 8,222 shares; 2025Q3: 7,288 shares; 2025Q4: 7,951 shares; 2026Q1: 10,509 shares 10,509 $539K 0.01% +2,558 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,882 shares; 2025Q1: 8,771 shares; 2025Q2: 11,147 shares; 2025Q3: 9,625 shares; 2025Q4: 10,045 shares; 2026Q1: 8,516 shares 8,516 $538K 0.01% -1,529 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,449 shares; 2025Q4: 18,411 shares; 2026Q1: 14,432 shares 14,432 $535K 0.01% -3,979 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,350 shares; 2025Q1: 16,851 shares; 2025Q2: 16,565 shares; 2025Q3: 16,430 shares; 2025Q4: 14,778 shares; 2026Q1: 10,990 shares 10,990 $532K 0.01% -3,788 Timeline IREN IREN LIMITED More: the full row for IREN 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: not reported; 2025Q4: 17,000 shares; 2026Q1: 15,518 shares 15,518 $532K 0.01% -1,482 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 8,221 shares; 2025Q1: 9,399 shares; 2025Q2: 9,399 shares; 2025Q3: 9,186 shares; 2025Q4: 8,946 shares; 2026Q1: 8,055 shares 8,055 $532K 0.01% -891 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,264 shares; 2024Q4: 21,264 shares; 2025Q1: 21,264 shares; 2025Q2: 21,264 shares; 2025Q3: 21,264 shares; 2025Q4: 23,300 shares; 2026Q1: 21,650 shares 21,650 $532K 0.01% -1,650 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,152 shares; 2025Q1: 1,076 shares; 2025Q2: 1,099 shares; 2025Q3: 1,064 shares; 2025Q4: 957 shares; 2026Q1: 874 shares 874 $529K 0.01% -83 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,261 shares; 2024Q4: 50,244 shares; 2025Q1: 5,231 shares; 2025Q2: 4,775 shares; 2025Q3: 5,179 shares; 2025Q4: 6,405 shares; 2026Q1: 4,463 shares 4,463 $526K 0.01% -1,942 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,253 shares; 2025Q1: 8,342 shares; 2025Q2: 6,943 shares; 2025Q3: 8,029 shares; 2025Q4: 7,864 shares; 2026Q1: 7,321 shares 7,321 $526K 0.01% -543 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,665 shares; 2024Q4: 8,665 shares; 2025Q1: 9,810 shares; 2025Q2: 11,520 shares; 2025Q3: 11,520 shares; 2025Q4: 10,994 shares; 2026Q1: 10,994 shares 10,994 $524K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,797 shares; 2024Q4: 10,777 shares; 2025Q1: 9,494 shares; 2025Q2: 8,990 shares; 2025Q3: 5,691 shares; 2025Q4: 7,113 shares; 2026Q1: 6,958 shares 6,958 $524K 0.01% -155 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: 75,314 shares; 2024Q4: 75,359 shares; 2025Q1: 66,668 shares; 2025Q2: 64,841 shares; 2025Q3: 65,599 shares; 2025Q4: 50,276 shares; 2026Q1: 11,574 shares 11,574 $523K 0.01% -38,702 Timeline GSEP 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: 8,000 shares; 2025Q4: 9,564 shares; 2026Q1: 13,717 shares 13,717 $523K 0.01% +4,153 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,738 shares; 2025Q4: 5,060 shares; 2026Q1: 4,878 shares 4,878 $521K 0.01% -182 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 14,641 shares; 2026Q1: 16,501 shares 16,501 $519K 0.01% +1,860 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: 640 shares; 2024Q4: 688 shares; 2025Q1: 331 shares; 2025Q2: 328 shares; 2025Q3: 493 shares; 2025Q4: 450 shares; 2026Q1: 475 shares 475 $518K 0.01% +25 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,099 shares; 2025Q4: 16,387 shares; 2026Q1: 12,973 shares 12,973 $518K 0.01% -3,414 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,867 shares; 2025Q1: 5,447 shares; 2025Q2: 5,693 shares; 2025Q3: 5,992 shares; 2025Q4: 5,382 shares; 2026Q1: 4,713 shares 4,713 $517K 0.01% -669 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,522 shares; 2025Q1: 2,781 shares; 2025Q2: 2,741 shares; 2025Q3: 2,719 shares; 2025Q4: 2,600 shares; 2026Q1: 2,599 shares 2,599 $515K 0.01% -1 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: 19,481 shares; 2024Q4: 19,631 shares; 2025Q1: 3,120 shares; 2025Q2: 2,357 shares; 2025Q3: 2,306 shares; 2025Q4: 2,144 shares; 2026Q1: 2,476 shares 2,476 $515K 0.01% +332 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,251 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,527 shares 17,527 $515K 0.01% new Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,134 shares; 2024Q4: 14,134 shares; 2025Q1: 13,998 shares; 2025Q2: 13,909 shares; 2025Q3: 14,042 shares; 2025Q4: 14,041 shares; 2026Q1: 13,092 shares 13,092 $514K 0.01% -949 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: 2,959 shares; 2024Q4: 2,959 shares; 2025Q1: 2,960 shares; 2025Q2: 2,959 shares; 2025Q3: 2,960 shares; 2025Q4: 4,479 shares; 2026Q1: 4,216 shares 4,216 $514K 0.01% -263 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 16,442 shares; 2025Q1: 15,260 shares; 2025Q2: 14,819 shares; 2025Q3: 14,556 shares; 2025Q4: 13,757 shares; 2026Q1: 18,958 shares 18,958 $512K 0.01% +5,201 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,422 shares; 2025Q1: 4,349 shares; 2025Q2: 4,348 shares; 2025Q3: 4,287 shares; 2025Q4: 4,286 shares; 2026Q1: 4,287 shares 4,287 $512K 0.01% +1 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 3,033 shares; 2025Q1: 3,669 shares; 2025Q2: 4,759 shares; 2025Q3: 4,792 shares; 2025Q4: 4,565 shares; 2026Q1: 4,664 shares 4,664 $511K 0.01% +99 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,361 shares; 2025Q3: 2,487 shares; 2025Q4: 2,276 shares; 2026Q1: 2,473 shares 2,473 $510K 0.01% +197 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,110 shares; 2024Q4: 10,100 shares; 2025Q1: 10,132 shares; 2025Q2: 10,132 shares; 2025Q3: 10,132 shares; 2025Q4: 10,237 shares; 2026Q1: 10,170 shares 10,170 $508K 0.01% -67 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,658 shares; 2025Q4: 22,909 shares; 2026Q1: 25,552 shares 25,552 $505K 0.01% +2,643 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,346 shares; 2026Q1: 10,936 shares 10,936 $505K 0.01% +2,590 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,614 shares; 2026Q1: 6,627 shares 6,627 $505K 0.01% -2,987 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 2,441 shares; 2025Q3: 2,340 shares; 2025Q4: 3,120 shares; 2026Q1: 3,053 shares 3,053 $503K 0.01% -67 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,797 shares; 2025Q4: 6,440 shares; 2026Q1: 4,259 shares 4,259 $503K 0.01% -2,181 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: 969 shares; 2024Q4: 987 shares; 2025Q1: 952 shares; 2025Q2: 970 shares; 2025Q3: 939 shares; 2025Q4: 945 shares; 2026Q1: 853 shares 853 $502K 0.01% -92 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: 6,014 shares; 2024Q4: 5,748 shares; 2025Q1: 5,089 shares; 2025Q2: 4,899 shares; 2025Q3: 3,806 shares; 2025Q4: 3,751 shares; 2026Q1: 3,704 shares 3,704 $502K 0.01% -47 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: 12,185 shares; 2024Q4: 12,087 shares; 2025Q1: 11,479 shares; 2025Q2: 10,907 shares; 2025Q3: 9,721 shares; 2025Q4: 10,350 shares; 2026Q1: 10,361 shares 10,361 $501K 0.01% +11 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 8,306 shares; 2025Q3: 5,658 shares; 2025Q4: 5,357 shares; 2026Q1: 5,680 shares 5,680 $497K 0.01% +323 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,947 shares; 2025Q1: 1,834 shares; 2025Q2: 1,812 shares; 2025Q3: 1,754 shares; 2025Q4: 1,566 shares; 2026Q1: 1,241 shares 1,241 $497K 0.01% -325 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 6,671 shares; 2025Q1: 10,559 shares; 2025Q2: 8,710 shares; 2025Q3: 8,592 shares; 2025Q4: 8,714 shares; 2026Q1: 8,595 shares 8,595 $497K 0.01% -119 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 1,375 shares; 2026Q1: 1,347 shares 1,347 $495K 0.01% -28 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,403 shares; 2024Q4: 13,403 shares; 2025Q1: 13,454 shares; 2025Q2: 21,000 shares; 2025Q3: 21,050 shares; 2025Q4: 24,363 shares; 2026Q1: 27,600 shares 27,600 $494K 0.01% +3,237 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 5,819 shares; 2025Q1: 5,344 shares; 2025Q2: 5,015 shares; 2025Q3: 4,891 shares; 2025Q4: 4,863 shares; 2026Q1: 4,841 shares 4,841 $493K 0.01% -22 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,217 shares; 2024Q4: 15,717 shares; 2025Q1: 14,001 shares; 2025Q2: 15,132 shares; 2025Q3: 16,082 shares; 2025Q4: 15,542 shares; 2026Q1: 14,862 shares 14,862 $493K 0.01% -680 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 6,793 shares; 2025Q1: 7,634 shares; 2025Q2: 7,650 shares; 2025Q3: 7,676 shares; 2025Q4: 7,656 shares; 2026Q1: 7,223 shares 7,223 $492K 0.01% -433 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 942 shares; 2025Q1: 920 shares; 2025Q2: 904 shares; 2025Q3: 942 shares; 2025Q4: 1,369 shares; 2026Q1: 1,653 shares 1,653 $492K 0.01% +284 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: not reported; 2025Q1: 14,851 shares; 2025Q2: 14,565 shares; 2025Q3: 16,017 shares; 2025Q4: 18,355 shares; 2026Q1: 17,072 shares 17,072 $492K 0.01% -1,283 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,149 shares; 2025Q3: 5,049 shares; 2025Q4: 4,848 shares; 2026Q1: 4,577 shares 4,577 $491K 0.01% -271 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,059 shares; 2024Q4: 10,943 shares; 2025Q1: 10,604 shares; 2025Q2: 9,564 shares; 2025Q3: 9,046 shares; 2025Q4: 8,644 shares; 2026Q1: 8,518 shares 8,518 $491K 0.01% -126 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: 3,295 shares; 2025Q1: 3,517 shares; 2025Q2: 3,622 shares; 2025Q3: 3,538 shares; 2025Q4: 3,503 shares; 2026Q1: 3,575 shares 3,575 $490K 0.01% +72 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 13,846 shares; 2025Q1: 7,846 shares; 2025Q2: 7,846 shares; 2025Q3: 7,743 shares; 2025Q4: 7,822 shares; 2026Q1: 10,245 shares 10,245 $488K 0.01% +2,423 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,954 shares; 2024Q4: 18,954 shares; 2025Q1: 18,954 shares; 2025Q2: 18,954 shares; 2025Q3: 18,954 shares; 2025Q4: 18,954 shares; 2026Q1: 10,495 shares 10,495 $485K 0.01% -8,459 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,206 shares; 2026Q1: 15,511 shares 15,511 $485K 0.01% +2,305 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,653 shares; 2024Q4: 17,990 shares; 2025Q1: 17,563 shares; 2025Q2: 14,728 shares; 2025Q3: 13,485 shares; 2025Q4: 11,388 shares; 2026Q1: 12,252 shares 12,252 $481K 0.01% +864 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,292 shares; 2024Q4: 11,257 shares; 2025Q1: 10,788 shares; 2025Q2: 8,197 shares; 2025Q3: 7,532 shares; 2025Q4: 6,216 shares; 2026Q1: 6,883 shares 6,883 $477K 0.01% +667 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 4,862 shares; 2025Q1: 4,961 shares; 2025Q2: 5,635 shares; 2025Q3: 5,537 shares; 2025Q4: 5,476 shares; 2026Q1: 5,258 shares 5,258 $477K 0.01% -218 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,546 shares; 2024Q4: 18,448 shares; 2025Q1: 17,879 shares; 2025Q2: 16,767 shares; 2025Q3: 16,767 shares; 2025Q4: 16,571 shares; 2026Q1: 16,571 shares 16,571 $476K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 2,261 shares; 2025Q1: 1,509 shares; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: 2,686 shares; 2026Q1: 3,322 shares 3,322 $475K 0.01% +636 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 10,524 shares; 2025Q3: 10,524 shares; 2025Q4: 10,524 shares; 2026Q1: 10,524 shares 10,524 $472K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,627 shares; 2024Q4: 17,693 shares; 2025Q1: 17,470 shares; 2025Q2: 16,739 shares; 2025Q3: 11,561 shares; 2025Q4: 10,554 shares; 2026Q1: 11,322 shares 11,322 $472K 0.01% +768 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,309 shares; 2025Q1: 2,244 shares; 2025Q2: 2,364 shares; 2025Q3: 2,572 shares; 2025Q4: 2,912 shares; 2026Q1: 2,762 shares 2,762 $471K 0.01% -150 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,534 shares; 2025Q3: 2,120 shares; 2025Q4: 2,361 shares; 2026Q1: 2,496 shares 2,496 $471K 0.01% +135 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,198 shares; 2025Q2: not reported; 2025Q3: 3,479 shares; 2025Q4: 3,968 shares; 2026Q1: 4,537 shares 4,537 $471K 0.01% +569 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,564 shares; 2025Q1: 11,590 shares; 2025Q2: 10,498 shares; 2025Q3: 10,601 shares; 2025Q4: 10,655 shares; 2026Q1: 6,236 shares 6,236 $469K 0.01% -4,419 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,303 shares; 2024Q4: 8,964 shares; 2025Q1: 8,229 shares; 2025Q2: 8,332 shares; 2025Q3: 8,254 shares; 2025Q4: 7,268 shares; 2026Q1: 5,794 shares 5,794 $469K 0.01% -1,474 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 4,031 shares; 2025Q3: 3,594 shares; 2025Q4: 2,850 shares; 2026Q1: 3,874 shares 3,874 $469K 0.01% +1,024 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,378 shares; 2025Q1: 2,199 shares; 2025Q2: 2,147 shares; 2025Q3: 1,752 shares; 2025Q4: 1,616 shares; 2026Q1: 1,750 shares 1,750 $467K 0.01% +134 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: 3,692 shares; 2024Q4: 3,587 shares; 2025Q1: 3,348 shares; 2025Q2: 3,277 shares; 2025Q3: 3,220 shares; 2025Q4: 3,203 shares; 2026Q1: 3,244 shares 3,244 $465K 0.01% +41 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,639 shares 18,639 $464K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,805 shares; 2025Q1: 4,418 shares; 2025Q2: 2,566 shares; 2025Q3: 1,782 shares; 2025Q4: 1,453 shares; 2026Q1: 1,192 shares 1,192 $463K 0.01% -261 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,445 shares; 2025Q4: 8,445 shares; 2026Q1: 9,123 shares 9,123 $459K 0.01% +678 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,948 shares; 2025Q1: 13,959 shares; 2025Q2: 8,968 shares; 2025Q3: 15,776 shares; 2025Q4: 16,487 shares; 2026Q1: 18,276 shares 18,276 $459K 0.01% +1,789 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,607 shares; 2024Q4: 7,996 shares; 2025Q1: 5,980 shares; 2025Q2: 4,780 shares; 2025Q3: 8,505 shares; 2025Q4: 8,447 shares; 2026Q1: 9,933 shares 9,933 $455K 0.01% +1,486 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 2,411 shares; 2025Q3: 2,490 shares; 2025Q4: 2,405 shares; 2026Q1: 3,099 shares 3,099 $454K 0.01% +694 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,169 shares; 2025Q1: 2,330 shares; 2025Q2: 2,088 shares; 2025Q3: 2,022 shares; 2025Q4: 2,732 shares; 2026Q1: 2,634 shares 2,634 $453K 0.01% -98 Timeline IBTQ 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: 17,910 shares 17,910 $453K 0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,577 shares; 2025Q1: 1,849 shares; 2025Q2: 1,772 shares; 2025Q3: 1,600 shares; 2025Q4: 1,617 shares; 2026Q1: 1,322 shares 1,322 $452K 0.01% -295 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,555 shares; 2025Q4: 3,407 shares; 2026Q1: 3,290 shares 3,290 $451K 0.01% -117 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,091 shares; 2024Q4: 31,614 shares; 2025Q1: 41,104 shares; 2025Q2: 34,412 shares; 2025Q3: 32,914 shares; 2025Q4: 37,961 shares; 2026Q1: 39,071 shares 39,071 $451K 0.01% +1,110 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,249 shares; 2025Q1: 1,705 shares; 2025Q2: 1,723 shares; 2025Q3: 1,669 shares; 2025Q4: 1,561 shares; 2026Q1: 1,681 shares 1,681 $446K 0.01% +120 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,081 shares; 2024Q4: 10,672 shares; 2025Q1: 10,192 shares; 2025Q2: 9,548 shares; 2025Q3: 6,527 shares; 2025Q4: 6,524 shares; 2026Q1: 6,151 shares 6,151 $445K 0.01% -373 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,871 shares; 2024Q4: 9,174 shares; 2025Q1: 9,203 shares; 2025Q2: 11,187 shares; 2025Q3: 11,141 shares; 2025Q4: 9,916 shares; 2026Q1: 6,741 shares 6,741 $444K 0.01% -3,175 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 3,181 shares; 2025Q1: 3,425 shares; 2025Q2: 5,223 shares; 2025Q3: 5,908 shares; 2025Q4: 5,321 shares; 2026Q1: 5,397 shares 5,397 $444K 0.01% +76 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: 1,215 shares; 2024Q4: 1,167 shares; 2025Q1: 1,139 shares; 2025Q2: 1,062 shares; 2025Q3: 863 shares; 2025Q4: 1,266 shares; 2026Q1: 1,222 shares 1,222 $444K 0.01% -44 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 8,158 shares; 2025Q1: 8,158 shares; 2025Q2: 8,158 shares; 2025Q3: 8,558 shares; 2025Q4: 9,243 shares; 2026Q1: 9,243 shares 9,243 $444K 0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 8,307 shares; 2025Q1: 8,162 shares; 2025Q2: 7,325 shares; 2025Q3: 6,339 shares; 2025Q4: 5,835 shares; 2026Q1: 4,580 shares 4,580 $443K 0.01% -1,255 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to 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: 2,022 shares 2,022 $442K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 6,273 shares; 2025Q1: 5,886 shares; 2025Q2: 2,952 shares; 2025Q3: 2,882 shares; 2025Q4: 2,810 shares; 2026Q1: 3,746 shares 3,746 $442K 0.01% +936 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,170 shares; 2024Q4: 21,709 shares; 2025Q1: 21,193 shares; 2025Q2: 20,925 shares; 2025Q3: 22,284 shares; 2025Q4: 19,706 shares; 2026Q1: 16,409 shares 16,409 $442K 0.01% -3,297 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,832 shares; 2024Q4: 24,181 shares; 2025Q1: 27,504 shares; 2025Q2: 10,564 shares; 2025Q3: 19,601 shares; 2025Q4: 29,711 shares; 2026Q1: 27,693 shares 27,693 $441K 0.01% -2,018 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,785 shares; 2025Q4: 3,690 shares; 2026Q1: 3,916 shares 3,916 $440K 0.01% +226 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,076 shares; 2024Q4: 8,449 shares; 2025Q1: 9,948 shares; 2025Q2: 9,352 shares; 2025Q3: 9,436 shares; 2025Q4: 9,112 shares; 2026Q1: 9,758 shares 9,758 $440K 0.01% +646 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,509 shares; 2025Q1: 9,090 shares; 2025Q2: 7,647 shares; 2025Q3: 6,644 shares; 2025Q4: 6,865 shares; 2026Q1: 8,542 shares 8,542 $438K 0.01% +1,677 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 10,979 shares 10,979 $438K 0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 877 shares; 2025Q1: 2,555 shares; 2025Q2: 2,696 shares; 2025Q3: 3,037 shares; 2025Q4: 2,711 shares; 2026Q1: 3,227 shares 3,227 $437K 0.01% +516 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 954 shares; 2025Q1: 865 shares; 2025Q2: 867 shares; 2025Q3: 854 shares; 2025Q4: 763 shares; 2026Q1: 880 shares 880 $435K 0.01% +117 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 4,180 shares; 2025Q1: 4,412 shares; 2025Q2: 7,012 shares; 2025Q3: 5,915 shares; 2025Q4: 12,800 shares; 2026Q1: 6,273 shares 6,273 $435K 0.01% -6,527 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 3,511 shares; 2025Q1: 3,385 shares; 2025Q2: 3,399 shares; 2025Q3: 3,413 shares; 2025Q4: 2,979 shares; 2026Q1: 1,719 shares 1,719 $432K 0.01% -1,260 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,551 shares; 2025Q1: 5,555 shares; 2025Q2: 6,424 shares; 2025Q3: 6,432 shares; 2025Q4: 6,605 shares; 2026Q1: 7,270 shares 7,270 $431K 0.01% +665 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,742 shares; 2024Q4: 6,742 shares; 2025Q1: 6,742 shares; 2025Q2: 6,742 shares; 2025Q3: 6,742 shares; 2025Q4: 6,742 shares; 2026Q1: 6,742 shares 6,742 $430K 0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,834 shares; 2025Q1: 735 shares; 2025Q2: 741 shares; 2025Q3: 798 shares; 2025Q4: 1,868 shares; 2026Q1: 1,754 shares 1,754 $428K 0.01% -114 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: not reported; 2025Q1: 1,715 shares; 2025Q2: 1,775 shares; 2025Q3: 1,770 shares; 2025Q4: 1,784 shares; 2026Q1: 2,902 shares 2,902 $428K 0.01% +1,118 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,017 shares; 2025Q3: 21,017 shares; 2025Q4: 21,017 shares; 2026Q1: 21,017 shares 21,017 $426K 0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,334 shares; 2025Q1: 3,038 shares; 2025Q2: 3,708 shares; 2025Q3: 3,602 shares; 2025Q4: 3,235 shares; 2026Q1: 2,654 shares 2,654 $425K 0.01% -581 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: 19,180 shares; 2024Q4: 7,179 shares; 2025Q1: 8,665 shares; 2025Q2: 5,726 shares; 2025Q3: 8,567 shares; 2025Q4: 7,278 shares; 2026Q1: 5,921 shares 5,921 $425K 0.01% -1,357 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,665 shares; 2025Q1: 9,509 shares; 2025Q2: 9,509 shares; 2025Q3: 9,509 shares; 2025Q4: 9,509 shares; 2026Q1: 18,116 shares 18,116 $422K 0.01% +8,607 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,163 shares; 2024Q4: 7,138 shares; 2025Q1: 5,063 shares; 2025Q2: 5,011 shares; 2025Q3: 4,416 shares; 2025Q4: 5,230 shares; 2026Q1: 5,145 shares 5,145 $422K 0.01% -85 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,685 shares; 2025Q1: 7,819 shares; 2025Q2: 5,645 shares; 2025Q3: 5,517 shares; 2025Q4: 5,574 shares; 2026Q1: 5,160 shares 5,160 $419K 0.01% -414 Timeline FELC 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: 9,355 shares; 2024Q4: 9,355 shares; 2025Q1: 9,355 shares; 2025Q2: 9,355 shares; 2025Q3: 9,355 shares; 2025Q4: 9,355 shares; 2026Q1: 11,555 shares 11,555 $419K 0.01% +2,200 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,196 shares; 2024Q4: 26,392 shares; 2025Q1: 16,897 shares; 2025Q2: 12,337 shares; 2025Q3: 15,313 shares; 2025Q4: 20,803 shares; 2026Q1: 20,985 shares 20,985 $419K 0.01% +182 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,922 shares; 2025Q1: 3,327 shares; 2025Q2: 2,140 shares; 2025Q3: 2,012 shares; 2025Q4: 2,027 shares; 2026Q1: 1,390 shares 1,390 $418K 0.01% -637 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,026 shares; 2026Q1: 13,857 shares 13,857 $418K 0.01% +831 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,060 shares; 2025Q1: 2,987 shares; 2025Q2: 2,383 shares; 2025Q3: 2,481 shares; 2025Q4: 2,652 shares; 2026Q1: 2,200 shares 2,200 $417K 0.01% -452 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,377 shares; 2025Q1: 1,459 shares; 2025Q2: 1,536 shares; 2025Q3: 1,496 shares; 2025Q4: 1,472 shares; 2026Q1: 1,187 shares 1,187 $417K 0.01% -285 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 13,473 shares; 2025Q1: 14,196 shares; 2025Q2: 15,515 shares; 2025Q3: 15,522 shares; 2025Q4: 13,987 shares; 2026Q1: 10,503 shares 10,503 $415K 0.01% -3,484 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 4,255 shares; 2025Q1: 11,075 shares; 2025Q2: 11,118 shares; 2025Q3: 11,536 shares; 2025Q4: 12,885 shares; 2026Q1: 5,806 shares 5,806 $414K 0.01% -7,079 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,494 shares; 2025Q1: 1,637 shares; 2025Q2: 3,617 shares; 2025Q3: 2,867 shares; 2025Q4: 2,614 shares; 2026Q1: 2,757 shares 2,757 $414K 0.01% +143 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 4,015 shares; 2025Q1: 3,850 shares; 2025Q2: 2,902 shares; 2025Q3: 2,860 shares; 2025Q4: 2,732 shares; 2026Q1: 2,868 shares 2,868 $412K 0.01% +136 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 10,375 shares; 2025Q1: 10,087 shares; 2025Q2: 9,959 shares; 2025Q3: 8,420 shares; 2025Q4: 7,556 shares; 2026Q1: 5,917 shares 5,917 $409K 0.01% -1,639 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,357 shares; 2025Q3: 10,926 shares; 2025Q4: 10,907 shares; 2026Q1: 11,448 shares 11,448 $409K 0.01% +541 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,458 shares; 2025Q4: 1,416 shares; 2026Q1: 1,888 shares 1,888 $409K 0.01% +472 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,407 shares; 2024Q4: 13,933 shares; 2025Q1: 16,081 shares; 2025Q2: 16,027 shares; 2025Q3: 15,183 shares; 2025Q4: 15,635 shares; 2026Q1: 9,162 shares 9,162 $409K 0.01% -6,473 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,814 shares; 2024Q4: 8,610 shares; 2025Q1: 8,343 shares; 2025Q2: 8,697 shares; 2025Q3: 9,449 shares; 2025Q4: 8,184 shares; 2026Q1: 7,119 shares 7,119 $408K 0.01% -1,065 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,292 shares; 2025Q1: 5,820 shares; 2025Q2: 4,879 shares; 2025Q3: 4,878 shares; 2025Q4: 4,459 shares; 2026Q1: 5,093 shares 5,093 $408K 0.01% +634 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: 19,534 shares; 2024Q4: 20,807 shares; 2025Q1: 18,392 shares; 2025Q2: 21,198 shares; 2025Q3: 18,915 shares; 2025Q4: 17,412 shares; 2026Q1: 16,674 shares 16,674 $407K 0.01% -738 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 4,334 shares; 2025Q1: 3,877 shares; 2025Q2: 3,152 shares; 2025Q3: 3,030 shares; 2025Q4: 2,639 shares; 2026Q1: 1,881 shares 1,881 $407K 0.01% -758 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,754 shares; 2025Q1: 5,618 shares; 2025Q2: 4,221 shares; 2025Q3: 3,681 shares; 2025Q4: 3,949 shares; 2026Q1: 4,420 shares 4,420 $407K 0.01% +471 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,829 shares; 2024Q4: 31,857 shares; 2025Q1: 36,265 shares; 2025Q2: 32,915 shares; 2025Q3: 33,583 shares; 2025Q4: 34,385 shares; 2026Q1: 35,045 shares 35,045 $405K 0.01% +660 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 4,829 shares; 2025Q1: 4,779 shares; 2025Q2: 9,011 shares; 2025Q3: 6,483 shares; 2025Q4: 6,241 shares; 2026Q1: 5,652 shares 5,652 $402K 0.01% -589 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: 5,342 shares; 2024Q4: 7,246 shares; 2025Q1: 7,216 shares; 2025Q2: 7,245 shares; 2025Q3: 5,995 shares; 2025Q4: 5,337 shares; 2026Q1: 7,938 shares 7,938 $400K 0.01% +2,601 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 28,187 shares; 2025Q3: 14,439 shares; 2025Q4: 14,176 shares; 2026Q1: 9,789 shares 9,789 $399K 0.01% -4,387 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,513 shares; 2025Q1: 99,025 shares; 2025Q2: 110,334 shares; 2025Q3: 16,067 shares; 2025Q4: 17,651 shares; 2026Q1: 20,497 shares 20,497 $399K 0.01% +2,846 Timeline VFLO 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: 6,245 shares; 2025Q2: 9,805 shares; 2025Q3: 10,055 shares; 2025Q4: 10,055 shares; 2026Q1: 10,055 shares 10,055 $397K 0.01% 0 Timeline HYMB 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: 15,233 shares; 2025Q2: 15,365 shares; 2025Q3: 15,502 shares; 2025Q4: 13,334 shares; 2026Q1: 16,002 shares 16,002 $397K 0.01% +2,668 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,573 shares; 2025Q1: 1,493 shares; 2025Q2: 2,485 shares; 2025Q3: 2,033 shares; 2025Q4: 1,818 shares; 2026Q1: 2,498 shares 2,498 $396K 0.01% +680 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,137 shares; 2025Q1: 2,149 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,676 shares; 2026Q1: 1,930 shares 1,930 $393K 0.01% +254 Timeline QQEW 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: 3,448 shares; 2024Q4: 3,848 shares; 2025Q1: 3,024 shares; 2025Q2: 3,023 shares; 2025Q3: 3,096 shares; 2025Q4: 3,096 shares; 2026Q1: 3,097 shares 3,097 $393K 0.01% +1 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: 12,602 shares; 2025Q2: 18,511 shares; 2025Q3: 22,238 shares; 2025Q4: 37,173 shares; 2026Q1: 36,232 shares 36,232 $393K 0.01% -941 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: 72,809 shares; 2024Q4: not reported; 2025Q1: 8,455 shares; 2025Q2: 10,285 shares; 2025Q3: 10,870 shares; 2025Q4: 17,000 shares; 2026Q1: 11,035 shares 11,035 $391K 0.01% -5,965 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 3,147 shares; 2025Q1: 3,672 shares; 2025Q2: 3,612 shares; 2025Q3: 4,150 shares; 2025Q4: 2,862 shares; 2026Q1: 3,657 shares 3,657 $391K 0.01% +795 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,090 shares; 2025Q2: 10,084 shares; 2025Q3: 9,929 shares; 2025Q4: 10,029 shares; 2026Q1: 9,951 shares 9,951 $390K 0.01% -78 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,131 shares; 2024Q4: 4,437 shares; 2025Q1: 4,017 shares; 2025Q2: 3,245 shares; 2025Q3: 3,330 shares; 2025Q4: 2,769 shares; 2026Q1: 3,316 shares 3,316 $390K 0.01% +547 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE 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: 14,982 shares; 2026Q1: 11,664 shares 11,664 $390K 0.01% -3,318 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,092 shares; 2025Q3: 6,619 shares; 2025Q4: 8,235 shares; 2026Q1: 7,859 shares 7,859 $390K 0.01% -376 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,593 shares; 2025Q1: 7,047 shares; 2025Q2: 7,084 shares; 2025Q3: 7,197 shares; 2025Q4: 6,863 shares; 2026Q1: 6,816 shares 6,816 $389K 0.01% -47 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,504 shares; 2024Q4: 32,086 shares; 2025Q1: 29,973 shares; 2025Q2: 29,025 shares; 2025Q3: 20,561 shares; 2025Q4: 13,579 shares; 2026Q1: 8,595 shares 8,595 $387K 0.01% -4,984 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 7,374 shares; 2025Q1: 8,546 shares; 2025Q2: 8,144 shares; 2025Q3: 7,639 shares; 2025Q4: 7,578 shares; 2026Q1: 5,692 shares 5,692 $385K 0.01% -1,886 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,104 shares 17,104 $384K 0.01% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $384K 0.01% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,522 shares 7,522 $383K 0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,983 shares; 2025Q3: 20,481 shares; 2025Q4: 14,178 shares; 2026Q1: 14,366 shares 14,366 $381K 0.01% +188 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,675 shares 2,675 $380K 0.01% +575 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 10,765 shares; 2025Q1: 8,454 shares; 2025Q2: 8,849 shares; 2025Q3: 10,783 shares; 2025Q4: 9,286 shares; 2026Q1: 7,909 shares 7,909 $380K 0.01% -1,377 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 629 shares; 2025Q3: 633 shares; 2025Q4: 1,060 shares; 2026Q1: 931 shares 931 $380K 0.01% -129 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,191 shares; 2024Q4: 30,291 shares; 2025Q1: 7,852 shares; 2025Q2: 6,861 shares; 2025Q3: 7,502 shares; 2025Q4: 6,366 shares; 2026Q1: 5,084 shares 5,084 $378K 0.01% -1,282 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 11,262 shares; 2025Q1: 10,341 shares; 2025Q2: 10,144 shares; 2025Q3: 10,275 shares; 2025Q4: 10,396 shares; 2026Q1: 11,212 shares 11,212 $378K 0.01% +816 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,631 shares; 2024Q4: 6,425 shares; 2025Q1: 6,279 shares; 2025Q2: 3,704 shares; 2025Q3: 2,803 shares; 2025Q4: 1,772 shares; 2026Q1: 1,710 shares 1,710 $378K 0.01% -62 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 6,043 shares; 2025Q1: 6,048 shares; 2025Q2: 6,825 shares; 2025Q3: 6,505 shares; 2025Q4: 7,210 shares; 2026Q1: 7,830 shares 7,830 $377K 0.01% +620 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 8,148 shares; 2025Q1: 8,145 shares; 2025Q2: 8,027 shares; 2025Q3: 8,122 shares; 2025Q4: 7,294 shares; 2026Q1: 6,087 shares 6,087 $377K 0.01% -1,207 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,511 shares; 2025Q1: 9,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,180 shares 4,180 $377K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,830 shares; 2024Q4: 23,021 shares; 2025Q1: 22,582 shares; 2025Q2: 20,050 shares; 2025Q3: 13,701 shares; 2025Q4: 13,278 shares; 2026Q1: 8,030 shares 8,030 $377K 0.01% -5,248 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,194 shares; 2024Q4: 8,338 shares; 2025Q1: 10,498 shares; 2025Q2: 10,589 shares; 2025Q3: 8,128 shares; 2025Q4: 8,146 shares; 2026Q1: 3,486 shares 3,486 $376K 0.01% -4,660 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 6,297 shares; 2025Q1: 6,401 shares; 2025Q2: 7,887 shares; 2025Q3: 7,642 shares; 2025Q4: 6,866 shares; 2026Q1: 5,155 shares 5,155 $375K 0.01% -1,711 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,726 shares; 2025Q1: 1,769 shares; 2025Q2: 1,693 shares; 2025Q3: 1,616 shares; 2025Q4: 1,816 shares; 2026Q1: 1,911 shares 1,911 $375K 0.01% +95 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,371 shares; 2024Q4: 7,030 shares; 2025Q1: 5,569 shares; 2025Q2: 11,464 shares; 2025Q3: 11,700 shares; 2025Q4: 10,737 shares; 2026Q1: 6,684 shares 6,684 $374K 0.01% -4,053 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,981 shares; 2024Q4: 9,982 shares; 2025Q1: 9,982 shares; 2025Q2: 9,982 shares; 2025Q3: 9,982 shares; 2025Q4: 9,582 shares; 2026Q1: 9,582 shares 9,582 $373K 0.01% 0 Timeline TIPZ 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: 5,474 shares; 2024Q4: 5,599 shares; 2025Q1: 5,615 shares; 2025Q2: 5,411 shares; 2025Q3: 6,108 shares; 2025Q4: 6,503 shares; 2026Q1: 7,012 shares 7,012 $373K 0.01% +509 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,353 shares; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 6,353 shares; 2025Q4: 6,353 shares; 2026Q1: 6,253 shares 6,253 $372K 0.01% -100 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,525 shares; 2025Q3: 6,420 shares; 2025Q4: 6,909 shares; 2026Q1: 7,480 shares 7,480 $372K 0.01% +571 Timeline USHY 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: 6,761 shares; 2024Q4: 6,219 shares; 2025Q1: 14,307 shares; 2025Q2: 14,274 shares; 2025Q3: 13,987 shares; 2025Q4: 14,158 shares; 2026Q1: 10,086 shares 10,086 $372K 0.01% -4,072 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,613 shares; 2025Q1: 4,501 shares; 2025Q2: 5,539 shares; 2025Q3: 4,995 shares; 2025Q4: 3,554 shares; 2026Q1: 2,556 shares 2,556 $370K 0.01% -998 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 14,158 shares; 2025Q1: 14,527 shares; 2025Q2: 14,741 shares; 2025Q3: 16,128 shares; 2025Q4: 17,312 shares; 2026Q1: 18,030 shares 18,030 $368K 0.01% +718 Timeline PPH 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: 3,540 shares 3,540 $368K 0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 2,951 shares; 2026Q1: 3,274 shares 3,274 $367K 0.01% +323 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 9,270 shares; 2025Q1: 8,073 shares; 2025Q2: 7,242 shares; 2025Q3: 6,749 shares; 2025Q4: 6,354 shares; 2026Q1: 5,527 shares 5,527 $366K 0.01% -827 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,380 shares; 2024Q4: 25,151 shares; 2025Q1: 24,691 shares; 2025Q2: 21,848 shares; 2025Q3: 12,804 shares; 2025Q4: 12,106 shares; 2026Q1: 11,434 shares 11,434 $366K 0.01% -672 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,501 shares; 2025Q4: 9,574 shares; 2026Q1: 11,397 shares 11,397 $363K 0.01% +1,823 Timeline BWX 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: 17,938 shares; 2024Q4: 17,938 shares; 2025Q1: 18,365 shares; 2025Q2: 18,364 shares; 2025Q3: 18,365 shares; 2025Q4: 16,787 shares; 2026Q1: 16,507 shares 16,507 $362K 0.01% -280 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,417 shares 4,417 $362K 0.01% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares; 2026Q1: 6,604 shares 6,604 $361K 0.01% +404 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,916 shares; 2024Q4: 12,127 shares; 2025Q1: 11,802 shares; 2025Q2: 11,799 shares; 2025Q3: 12,459 shares; 2025Q4: 7,229 shares; 2026Q1: 7,021 shares 7,021 $359K 0.01% -208 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,498 shares; 2025Q4: 5,531 shares; 2026Q1: 4,329 shares 4,329 $358K 0.01% -1,202 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 7,955 shares; 2025Q1: 7,520 shares; 2025Q2: 7,240 shares; 2025Q3: 7,805 shares; 2025Q4: 7,811 shares; 2026Q1: 7,805 shares 7,805 $358K 0.01% -6 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 6,709 shares; 2025Q1: 6,747 shares; 2025Q2: 6,745 shares; 2025Q3: 6,763 shares; 2025Q4: 6,419 shares; 2026Q1: 6,439 shares 6,439 $357K 0.01% +20 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 5,475 shares; 2025Q1: 5,405 shares; 2025Q2: 5,600 shares; 2025Q3: 5,723 shares; 2025Q4: 4,958 shares; 2026Q1: 4,726 shares 4,726 $356K 0.01% -232 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: 923 shares; 2025Q3: 991 shares; 2025Q4: 942 shares; 2026Q1: 1,197 shares 1,197 $355K 0.01% +255 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 654 shares 654 $355K 0.01% +21 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 4,060 shares; 2025Q4: 4,070 shares; 2026Q1: 3,710 shares 3,710 $355K 0.01% -360 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,865 shares; 2025Q3: 3,451 shares; 2025Q4: 3,661 shares; 2026Q1: 3,774 shares 3,774 $353K 0.01% +113 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: 3,160 shares; 2024Q4: 3,258 shares; 2025Q1: 3,578 shares; 2025Q2: 3,084 shares; 2025Q3: 3,005 shares; 2025Q4: 1,681 shares; 2026Q1: 1,793 shares 1,793 $350K 0.01% +112 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,555 shares; 2025Q3: 22,305 shares; 2025Q4: 20,980 shares; 2026Q1: 19,430 shares 19,430 $350K 0.01% -1,550 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,383 shares; 2024Q4: 15,944 shares; 2025Q1: 15,913 shares; 2025Q2: 15,999 shares; 2025Q3: 16,938 shares; 2025Q4: 18,266 shares; 2026Q1: 5,803 shares 5,803 $349K 0.01% -12,463 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,145 shares; 2025Q1: 55,300 shares; 2025Q2: 56,014 shares; 2025Q3: 55,699 shares; 2025Q4: 56,204 shares; 2026Q1: 1,764 shares 1,764 $348K 0.01% -54,440 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 4,816 shares; 2025Q1: 4,659 shares; 2025Q2: 4,816 shares; 2025Q3: 4,732 shares; 2025Q4: 4,724 shares; 2026Q1: 4,695 shares 4,695 $347K 0.01% -29 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,595 shares; 2025Q1: 2,063 shares; 2025Q2: 2,270 shares; 2025Q3: 2,427 shares; 2025Q4: 2,399 shares; 2026Q1: 2,433 shares 2,433 $347K 0.01% +34 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 1,144 shares; 2025Q1: 1,319 shares; 2025Q2: 2,397 shares; 2025Q3: 1,968 shares; 2025Q4: 1,677 shares; 2026Q1: 912 shares 912 $347K 0.01% -765 Timeline IJAN 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: 9,516 shares; 2024Q4: 9,516 shares; 2025Q1: 9,516 shares; 2025Q2: 9,516 shares; 2025Q3: 9,516 shares; 2025Q4: 9,516 shares; 2026Q1: 9,516 shares 9,516 $345K 0.01% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,648 shares; 2026Q1: 4,456 shares 4,456 $345K 0.01% +808 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: not reported; 2024Q4: 1,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 1,324 shares; 2026Q1: 1,671 shares 1,671 $344K 0.01% +347 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,327 shares; 2025Q1: 2,604 shares; 2025Q2: 1,475 shares; 2025Q3: 1,904 shares; 2025Q4: 2,339 shares; 2026Q1: 2,353 shares 2,353 $344K 0.01% +14 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: 16,217 shares; 2024Q4: 9,986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,937 shares; 2025Q4: 10,593 shares; 2026Q1: 14,329 shares 14,329 $343K 0.01% +3,736 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 2,771 shares; 2025Q2: 2,721 shares; 2025Q3: 2,749 shares; 2025Q4: 2,306 shares; 2026Q1: 2,527 shares 2,527 $342K 0.01% +221 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 7,113 shares; 2025Q1: 7,006 shares; 2025Q2: 6,756 shares; 2025Q3: 6,448 shares; 2025Q4: 7,139 shares; 2026Q1: 7,250 shares 7,250 $340K 0.01% +111 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 6,874 shares; 2025Q1: 6,847 shares; 2025Q2: 6,934 shares; 2025Q3: 7,050 shares; 2025Q4: 7,101 shares; 2026Q1: 6,796 shares 6,796 $340K 0.01% -305 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,852 shares; 2025Q1: 2,268 shares; 2025Q2: 2,011 shares; 2025Q3: 2,181 shares; 2025Q4: 2,523 shares; 2026Q1: 2,577 shares 2,577 $338K 0.01% +54 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,726 shares; 2024Q4: 22,388 shares; 2025Q1: 26,701 shares; 2025Q2: 26,285 shares; 2025Q3: 22,273 shares; 2025Q4: 22,485 shares; 2026Q1: 7,748 shares 7,748 $338K 0.01% -14,737 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,293 shares; 2025Q1: 3,185 shares; 2025Q2: 3,166 shares; 2025Q3: 3,130 shares; 2025Q4: 2,829 shares; 2026Q1: 2,274 shares 2,274 $337K 0.01% -555 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,062 shares; 2025Q1: 3,497 shares; 2025Q2: 3,076 shares; 2025Q3: 2,999 shares; 2025Q4: 2,786 shares; 2026Q1: 2,731 shares 2,731 $337K 0.01% -55 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 5,472 shares; 2025Q1: 6,101 shares; 2025Q2: 4,836 shares; 2025Q3: 4,062 shares; 2025Q4: 4,007 shares; 2026Q1: 3,574 shares 3,574 $336K 0.01% -433 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,552 shares; 2025Q4: 1,523 shares; 2026Q1: 1,874 shares 1,874 $335K 0.01% +351 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,218 shares; 2024Q4: 10,203 shares; 2025Q1: 10,203 shares; 2025Q2: 10,203 shares; 2025Q3: 10,203 shares; 2025Q4: 10,203 shares; 2026Q1: 10,203 shares 10,203 $335K 0.01% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,439 shares; 2025Q1: 2,589 shares; 2025Q2: 2,993 shares; 2025Q3: 2,998 shares; 2025Q4: 2,673 shares; 2026Q1: 2,684 shares 2,684 $333K 0.01% +11 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,988 shares; 2025Q1: 2,493 shares; 2025Q2: 3,742 shares; 2025Q3: 3,671 shares; 2025Q4: 3,520 shares; 2026Q1: 3,704 shares 3,704 $333K 0.01% +184 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,914 shares; 2026Q1: 2,627 shares 2,627 $332K 0.01% +713 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,776 shares 6,776 $332K 0.01% new Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 5,110 shares; 2025Q3: 5,110 shares; 2025Q4: 5,110 shares; 2026Q1: 5,110 shares 5,110 $331K 0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,316 shares; 2025Q1: 14,213 shares; 2025Q2: 13,836 shares; 2025Q3: 11,273 shares; 2025Q4: 10,238 shares; 2026Q1: 8,361 shares 8,361 $329K 0.01% -1,877 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,625 shares 6,625 $329K 0.01% new Timeline IGM 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: 3,924 shares; 2024Q4: 4,626 shares; 2025Q1: 3,887 shares; 2025Q2: 3,473 shares; 2025Q3: 3,314 shares; 2025Q4: 3,273 shares; 2026Q1: 2,774 shares 2,774 $329K 0.01% -499 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 10,941 shares; 2026Q1: 20,759 shares 20,759 $329K 0.01% +9,818 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: 1,231 shares; 2026Q1: 951 shares 951 $328K 0.01% -280 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,233 shares 9,233 $328K 0.01% new Timeline RBIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,532 shares 6,532 $327K 0.01% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,757 shares; 2024Q4: 18,845 shares; 2025Q1: 17,610 shares; 2025Q2: 13,035 shares; 2025Q3: 14,289 shares; 2025Q4: 14,222 shares; 2026Q1: 15,059 shares 15,059 $326K 0.01% +837 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,898 shares; 2026Q1: 4,789 shares 4,789 $326K 0.01% -109 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: 8,440 shares; 2024Q4: 7,703 shares; 2025Q1: 6,836 shares; 2025Q2: 6,353 shares; 2025Q3: 4,789 shares; 2025Q4: 5,677 shares; 2026Q1: 6,844 shares 6,844 $325K 0.01% +1,167 Timeline SCHX 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: 4,175 shares; 2024Q4: 12,525 shares; 2025Q1: 12,120 shares; 2025Q2: 12,522 shares; 2025Q3: 12,581 shares; 2025Q4: 13,079 shares; 2026Q1: 12,635 shares 12,635 $324K 0.01% -444 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 4,618 shares; 2025Q1: 4,875 shares; 2025Q2: 4,188 shares; 2025Q3: 2,554 shares; 2025Q4: 2,040 shares; 2026Q1: 2,493 shares 2,493 $324K 0.01% +453 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 801 shares; 2025Q1: 661 shares; 2025Q2: 726 shares; 2025Q3: 456 shares; 2025Q4: 564 shares; 2026Q1: 303 shares 303 $323K 0.01% -261 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares; 2026Q1: 5,771 shares 5,771 $322K 0.01% +1,264 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 6,809 shares; 2025Q1: 6,824 shares; 2025Q2: 3,160 shares; 2025Q3: 3,207 shares; 2025Q4: 3,020 shares; 2026Q1: 3,075 shares 3,075 $321K 0.01% +55 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 2,632 shares; 2025Q4: 2,481 shares; 2026Q1: 1,445 shares 1,445 $321K 0.01% -1,036 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,768 shares; 2024Q4: 13,377 shares; 2025Q1: 9,697 shares; 2025Q2: 9,962 shares; 2025Q3: 9,182 shares; 2025Q4: 10,602 shares; 2026Q1: 7,559 shares 7,559 $320K 0.01% -3,043 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 522 shares; 2025Q4: 494 shares; 2026Q1: 609 shares 609 $318K 0.01% +115 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,660 shares; 2025Q3: 6,660 shares; 2025Q4: 6,660 shares; 2026Q1: 6,660 shares 6,660 $318K 0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 667 shares; 2025Q1: 989 shares; 2025Q2: 966 shares; 2025Q3: 856 shares; 2025Q4: 782 shares; 2026Q1: 661 shares 661 $317K 0.01% -121 Timeline ROBO 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: 3,970 shares; 2026Q1: 4,620 shares 4,620 $316K 0.01% +650 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,616 shares; 2024Q4: 8,345 shares; 2025Q1: 8,047 shares; 2025Q2: 1,431 shares; 2025Q3: 1,344 shares; 2025Q4: not reported; 2026Q1: 2,841 shares 2,841 $314K 0.01% new Timeline