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: not reported; 2024Q4: not reported; 2025Q1: 7,935 shares; 2025Q2: 8,405 shares; 2025Q3: 4,403 shares; 2025Q4: 4,241 shares; 2026Q1: 8,657 shares 8,657 $797K 0.03% +4,416 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,131 shares; 2025Q1: 21,372 shares; 2025Q2: 20,847 shares; 2025Q3: 21,132 shares; 2025Q4: 21,148 shares; 2026Q1: 30,681 shares 30,681 $794K 0.03% +9,533 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,158 shares; 2025Q2: 4,418 shares; 2025Q3: 4,117 shares; 2025Q4: 4,216 shares; 2026Q1: 4,349 shares 4,349 $793K 0.03% +133 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,750 shares; 2025Q2: 39,237 shares; 2025Q3: 47,090 shares; 2025Q4: 49,257 shares; 2026Q1: 49,868 shares 49,868 $784K 0.03% +611 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: 16,732 shares; 2024Q4: 12,690 shares; 2025Q1: 12,650 shares; 2025Q2: 12,135 shares; 2025Q3: 12,568 shares; 2025Q4: 12,568 shares; 2026Q1: 12,568 shares 12,568 $775K 0.03% 0 Timeline VOT 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: not reported; 2024Q4: not reported; 2025Q1: 3,302 shares; 2025Q2: 3,379 shares; 2025Q3: 3,031 shares; 2025Q4: 2,966 shares; 2026Q1: 3,002 shares 3,002 $772K 0.03% +36 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,579 shares; 2024Q4: 66,128 shares; 2025Q1: 63,559 shares; 2025Q2: 67,168 shares; 2025Q3: 67,414 shares; 2025Q4: 64,476 shares; 2026Q1: 63,266 shares 63,266 $762K 0.03% -1,210 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 673 shares; 2025Q3: 672 shares; 2025Q4: 693 shares; 2026Q1: 693 shares 693 $756K 0.03% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,764 shares; 2025Q3: 8,756 shares; 2025Q4: 8,636 shares; 2026Q1: 8,801 shares 8,801 $754K 0.03% +165 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: 1,875 shares; 2025Q3: 1,549 shares; 2025Q4: 2,068 shares; 2026Q1: 2,106 shares 2,106 $753K 0.03% +38 Timeline BUFR 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: 57,255 shares; 2024Q4: 25,858 shares; 2025Q1: 159,337 shares; 2025Q2: 28,137 shares; 2025Q3: 23,839 shares; 2025Q4: 23,723 shares; 2026Q1: 22,262 shares 22,262 $752K 0.03% -1,461 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,522 shares; 2024Q4: 33,800 shares; 2025Q1: 33,876 shares; 2025Q2: 28,677 shares; 2025Q3: 28,807 shares; 2025Q4: 28,620 shares; 2026Q1: 32,296 shares 32,296 $750K 0.03% +3,676 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,175 shares; 2024Q4: 16,675 shares; 2025Q1: 17,175 shares; 2025Q2: 17,175 shares; 2025Q3: 17,175 shares; 2025Q4: 17,175 shares; 2026Q1: 16,700 shares 16,700 $747K 0.03% -475 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,854 shares; 2025Q4: 8,790 shares; 2026Q1: 9,627 shares 9,627 $746K 0.03% +837 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: not reported; 2024Q4: not reported; 2025Q1: 1,534 shares; 2025Q2: 1,445 shares; 2025Q3: 1,171 shares; 2025Q4: 2,835 shares; 2026Q1: 2,531 shares 2,531 $741K 0.03% -304 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,707 shares; 2025Q4: 10,135 shares; 2026Q1: 10,499 shares 10,499 $740K 0.03% +364 Timeline SPSB 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: 53,189 shares; 2025Q1: 52,213 shares; 2025Q2: 52,238 shares; 2025Q3: 50,787 shares; 2025Q4: 25,527 shares; 2026Q1: 24,522 shares 24,522 $737K 0.03% -1,005 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,647 shares 63,647 $736K 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,619 shares; 2025Q2: 7,723 shares; 2025Q3: 10,427 shares; 2025Q4: 11,504 shares; 2026Q1: 11,457 shares 11,457 $729K 0.03% -47 Timeline IXC 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: 6,994 shares; 2025Q2: 6,960 shares; 2025Q3: 5,676 shares; 2025Q4: 13,228 shares; 2026Q1: 12,649 shares 12,649 $729K 0.03% -579 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,775 shares; 2025Q2: 5,652 shares; 2025Q3: 5,639 shares; 2025Q4: 5,528 shares; 2026Q1: 5,349 shares 5,349 $728K 0.03% -179 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,629 shares; 2024Q4: 13,348 shares; 2025Q1: 14,110 shares; 2025Q2: 14,846 shares; 2025Q3: 15,614 shares; 2025Q4: 16,374 shares; 2026Q1: 16,397 shares 16,397 $728K 0.03% +23 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 48,189 shares; 2025Q1: not reported; 2025Q2: 48,789 shares; 2025Q3: 63,344 shares; 2025Q4: 33,189 shares; 2026Q1: 17,111 shares 17,111 $726K 0.03% -16,078 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,382 shares; 2025Q2: 16,525 shares; 2025Q3: 17,355 shares; 2025Q4: 15,728 shares; 2026Q1: 13,526 shares 13,526 $714K 0.03% -2,202 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,613 shares; 2024Q4: 18,054 shares; 2025Q1: 19,541 shares; 2025Q2: 17,339 shares; 2025Q3: 17,180 shares; 2025Q4: 17,003 shares; 2026Q1: 16,731 shares 16,731 $711K 0.03% -272 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: 2,196 shares; 2025Q3: 1,861 shares; 2025Q4: 1,940 shares; 2026Q1: 1,777 shares 1,777 $707K 0.03% -163 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: 2,181 shares; 2025Q2: 2,263 shares; 2025Q3: 2,240 shares; 2025Q4: 4,010 shares; 2026Q1: 6,294 shares 6,294 $706K 0.03% +2,284 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,376 shares; 2024Q4: 29,962 shares; 2025Q1: 30,727 shares; 2025Q2: 10,324 shares; 2025Q3: 11,572 shares; 2025Q4: 11,109 shares; 2026Q1: 36,247 shares 36,247 $696K 0.03% +25,138 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,858 shares; 2024Q4: 27,915 shares; 2025Q1: 25,171 shares; 2025Q2: 24,517 shares; 2025Q3: 22,883 shares; 2025Q4: 18,440 shares; 2026Q1: 15,660 shares 15,660 $693K 0.03% -2,780 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: 2,057 shares; 2025Q3: 1,905 shares; 2025Q4: 1,741 shares; 2026Q1: 1,698 shares 1,698 $692K 0.03% -43 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,004 shares; 2025Q2: 4,668 shares; 2025Q3: 4,473 shares; 2025Q4: 3,805 shares; 2026Q1: 3,984 shares 3,984 $691K 0.03% +179 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,046 shares; 2025Q1: 17,922 shares; 2025Q2: 17,993 shares; 2025Q3: 14,047 shares; 2025Q4: 14,048 shares; 2026Q1: 13,636 shares 13,636 $688K 0.03% -412 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,700 shares; 2024Q4: 30,816 shares; 2025Q1: 30,999 shares; 2025Q2: 13,538 shares; 2025Q3: 12,674 shares; 2025Q4: 14,077 shares; 2026Q1: 13,619 shares 13,619 $685K 0.03% -458 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,208 shares; 2024Q4: 18,637 shares; 2025Q1: 19,302 shares; 2025Q2: 19,164 shares; 2025Q3: 28,283 shares; 2025Q4: 23,214 shares; 2026Q1: 23,484 shares 23,484 $685K 0.03% +270 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,435 shares; 2025Q1: 46,456 shares; 2025Q2: 46,309 shares; 2025Q3: 46,331 shares; 2025Q4: 44,913 shares; 2026Q1: 48,105 shares 48,105 $685K 0.03% +3,192 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,089 shares; 2025Q1: 13,188 shares; 2025Q2: 11,600 shares; 2025Q3: 11,633 shares; 2025Q4: 12,107 shares; 2026Q1: 12,633 shares 12,633 $684K 0.03% +526 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,568 shares; 2024Q4: 15,310 shares; 2025Q1: 14,509 shares; 2025Q2: 14,864 shares; 2025Q3: 5,246 shares; 2025Q4: 8,468 shares; 2026Q1: 8,276 shares 8,276 $683K 0.03% -192 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: not reported; 2025Q1: 2,986 shares; 2025Q2: 2,970 shares; 2025Q3: 14,834 shares; 2025Q4: 2,532 shares; 2026Q1: 2,690 shares 2,690 $683K 0.03% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 296 shares; 2025Q4: 264 shares; 2026Q1: 395 shares 395 $683K 0.03% +131 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: not reported; 2024Q4: not reported; 2025Q1: 4,786 shares; 2025Q2: 4,893 shares; 2025Q3: 4,905 shares; 2025Q4: 4,856 shares; 2026Q1: 5,182 shares 5,182 $683K 0.03% +326 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,558 shares; 2025Q1: 12,663 shares; 2025Q2: 12,683 shares; 2025Q3: 24,783 shares; 2025Q4: 41,314 shares; 2026Q1: 40,601 shares 40,601 $682K 0.03% -713 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: 15,779 shares; 2024Q4: 22,935 shares; 2025Q1: 28,248 shares; 2025Q2: 27,849 shares; 2025Q3: 22,239 shares; 2025Q4: 13,256 shares; 2026Q1: 13,267 shares 13,267 $682K 0.03% +11 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 1,547 shares; 2025Q3: 1,552 shares; 2025Q4: 1,556 shares; 2026Q1: 1,562 shares 1,562 $682K 0.03% +6 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,446 shares; 2025Q2: 8,988 shares; 2025Q3: 21,747 shares; 2025Q4: 17,312 shares; 2026Q1: 13,121 shares 13,121 $681K 0.03% -4,191 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: not reported; 2024Q4: not reported; 2025Q1: 4,497 shares; 2025Q2: 3,352 shares; 2025Q3: 3,618 shares; 2025Q4: 3,724 shares; 2026Q1: 2,800 shares 2,800 $681K 0.03% -924 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,130 shares; 2024Q4: not reported; 2025Q1: 9,928 shares; 2025Q2: 11,565 shares; 2025Q3: 12,305 shares; 2025Q4: 13,493 shares; 2026Q1: 14,417 shares 14,417 $676K 0.03% +924 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 9,080 shares; 2025Q4: 9,154 shares; 2026Q1: 10,443 shares 10,443 $675K 0.02% +1,289 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: not reported; 2024Q4: not reported; 2025Q1: 8,836 shares; 2025Q2: 8,833 shares; 2025Q3: 8,729 shares; 2025Q4: 8,698 shares; 2026Q1: 8,928 shares 8,928 $672K 0.02% +230 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: 446 shares; 2025Q3: 1,109 shares; 2025Q4: 1,142 shares; 2026Q1: 1,283 shares 1,283 $671K 0.02% +141 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 88,000 shares; 2025Q1: 103,500 shares; 2025Q2: 103,500 shares; 2025Q3: 103,500 shares; 2025Q4: 103,500 shares; 2026Q1: 103,500 shares 103,500 $671K 0.02% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 12,304 shares; 2025Q1: 11,525 shares; 2025Q2: 10,986 shares; 2025Q3: 10,528 shares; 2025Q4: 11,255 shares; 2026Q1: 11,168 shares 11,168 $668K 0.02% -87 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: 10,283 shares; 2025Q1: 11,064 shares; 2025Q2: 10,581 shares; 2025Q3: 10,338 shares; 2025Q4: 12,876 shares; 2026Q1: 12,860 shares 12,860 $666K 0.02% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,791 shares 5,791 $665K 0.02% new 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: 34,555 shares; 2024Q4: 33,716 shares; 2025Q1: 30,128 shares; 2025Q2: 26,797 shares; 2025Q3: 26,797 shares; 2025Q4: 26,797 shares; 2026Q1: 26,797 shares 26,797 $658K 0.02% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,655 shares; 2025Q2: 4,326 shares; 2025Q3: 4,184 shares; 2025Q4: 4,265 shares; 2026Q1: 4,021 shares 4,021 $658K 0.02% -244 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: 12,007 shares; 2025Q2: 13,227 shares; 2025Q3: 10,441 shares; 2025Q4: 9,738 shares; 2026Q1: 9,626 shares 9,626 $655K 0.02% -112 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: not reported; 2024Q4: not reported; 2025Q1: 4,135 shares; 2025Q2: 5,157 shares; 2025Q3: 5,568 shares; 2025Q4: 5,718 shares; 2026Q1: 6,726 shares 6,726 $649K 0.02% +1,008 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,237 shares; 2025Q4: 7,421 shares; 2026Q1: 9,134 shares 9,134 $647K 0.02% +1,713 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: 13,351 shares; 2024Q4: 14,570 shares; 2025Q1: 16,760 shares; 2025Q2: 8,311 shares; 2025Q3: 12,755 shares; 2025Q4: 12,540 shares; 2026Q1: 13,805 shares 13,805 $644K 0.02% +1,265 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,233 shares; 2025Q2: 1,945 shares; 2025Q3: 862 shares; 2025Q4: 848 shares; 2026Q1: 718 shares 718 $643K 0.02% -130 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: 20,612 shares; 2024Q4: not reported; 2025Q1: 4,868 shares; 2025Q2: 4,614 shares; 2025Q3: 4,700 shares; 2025Q4: 4,662 shares; 2026Q1: 4,638 shares 4,638 $642K 0.02% -24 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,350 shares; 2024Q4: 64,350 shares; 2025Q1: 64,350 shares; 2025Q2: 60,850 shares; 2025Q3: 60,435 shares; 2025Q4: 60,435 shares; 2026Q1: 59,635 shares 59,635 $642K 0.02% -800 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,388 shares; 2024Q4: 36,388 shares; 2025Q1: 36,388 shares; 2025Q2: 36,388 shares; 2025Q3: 36,388 shares; 2025Q4: 36,388 shares; 2026Q1: 36,388 shares 36,388 $642K 0.02% 0 Timeline VV 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: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,666 shares; 2025Q3: 1,895 shares; 2025Q4: 1,908 shares; 2026Q1: 2,146 shares 2,146 $641K 0.02% +238 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: not reported; 2024Q4: 13,417 shares; 2025Q1: 20,029 shares; 2025Q2: 20,671 shares; 2025Q3: 13,542 shares; 2025Q4: 13,963 shares; 2026Q1: 14,153 shares 14,153 $641K 0.02% +190 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: 9,819 shares; 2025Q2: 46,832 shares; 2025Q3: 47,517 shares; 2025Q4: 17,938 shares; 2026Q1: 17,858 shares 17,858 $641K 0.02% -80 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,725 shares; 2024Q4: 139,139 shares; 2025Q1: 139,144 shares; 2025Q2: 125,893 shares; 2025Q3: 125,897 shares; 2025Q4: 125,803 shares; 2026Q1: 125,568 shares 125,568 $640K 0.02% -235 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: not reported; 2024Q4: not reported; 2025Q1: 7,779 shares; 2025Q2: 8,266 shares; 2025Q3: 6,208 shares; 2025Q4: 6,399 shares; 2026Q1: 5,827 shares 5,827 $639K 0.02% -572 Timeline RDVY 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: 36,828 shares; 2024Q4: not reported; 2025Q1: 20,505 shares; 2025Q2: 10,887 shares; 2025Q3: 10,856 shares; 2025Q4: 12,160 shares; 2026Q1: 9,302 shares 9,302 $635K 0.02% -2,858 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: 2,992 shares; 2025Q3: 3,320 shares; 2025Q4: 6,422 shares; 2026Q1: 5,917 shares 5,917 $635K 0.02% -505 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,872 shares; 2024Q4: 23,201 shares; 2025Q1: 22,713 shares; 2025Q2: 15,388 shares; 2025Q3: 14,926 shares; 2025Q4: 14,691 shares; 2026Q1: 13,410 shares 13,410 $630K 0.02% -1,281 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,156 shares; 2024Q4: 22,826 shares; 2025Q1: 24,031 shares; 2025Q2: 23,920 shares; 2025Q3: 23,055 shares; 2025Q4: 27,152 shares; 2026Q1: 27,243 shares 27,243 $626K 0.02% +91 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,622 shares; 2025Q1: 9,700 shares; 2025Q2: 8,713 shares; 2025Q3: 8,764 shares; 2025Q4: 8,782 shares; 2026Q1: 8,761 shares 8,761 $623K 0.02% -21 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,842 shares; 2025Q2: 7,068 shares; 2025Q3: 6,673 shares; 2025Q4: 5,656 shares; 2026Q1: 4,133 shares 4,133 $621K 0.02% -1,523 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,619 shares; 2024Q4: 51,638 shares; 2025Q1: 83,276 shares; 2025Q2: 59,507 shares; 2025Q3: 57,143 shares; 2025Q4: 55,217 shares; 2026Q1: 13,847 shares 13,847 $620K 0.02% -41,370 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,346 shares; 2024Q4: 32,007 shares; 2025Q1: 32,703 shares; 2025Q2: 33,346 shares; 2025Q3: 33,322 shares; 2025Q4: 34,232 shares; 2026Q1: 29,407 shares 29,407 $615K 0.02% -4,825 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: 869 shares; 2025Q3: 934 shares; 2025Q4: 914 shares; 2026Q1: 635 shares 635 $611K 0.02% -279 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 182 shares; 2025Q3: 175 shares; 2025Q4: 174 shares; 2026Q1: 179 shares 179 $606K 0.02% +5 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,466 shares; 2025Q2: 1,405 shares; 2025Q3: 1,378 shares; 2025Q4: 1,528 shares; 2026Q1: 1,903 shares 1,903 $606K 0.02% +375 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 960 shares; 2025Q4: 1,059 shares; 2026Q1: 1,018 shares 1,018 $604K 0.02% -41 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,813 shares; 2025Q2: 3,166 shares; 2025Q3: 2,951 shares; 2025Q4: 2,882 shares; 2026Q1: 3,033 shares 3,033 $601K 0.02% +151 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,293 shares; 2025Q2: 20,835 shares; 2025Q3: 13,881 shares; 2025Q4: 15,875 shares; 2026Q1: 37,765 shares 37,765 $600K 0.02% +21,890 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,685 shares; 2025Q2: 8,123 shares; 2025Q3: 8,709 shares; 2025Q4: 9,159 shares; 2026Q1: 9,163 shares 9,163 $598K 0.02% +4 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,538 shares; 2024Q4: 39,031 shares; 2025Q1: 39,941 shares; 2025Q2: 44,258 shares; 2025Q3: 45,382 shares; 2025Q4: 15,466 shares; 2026Q1: 15,474 shares 15,474 $595K 0.02% +8 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,353 shares; 2025Q2: 7,801 shares; 2025Q3: 6,805 shares; 2025Q4: 6,728 shares; 2026Q1: 6,029 shares 6,029 $594K 0.02% -699 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,386 shares; 2024Q4: 109,166 shares; 2025Q1: 8,375 shares; 2025Q2: 6,902 shares; 2025Q3: 6,401 shares; 2025Q4: 6,358 shares; 2026Q1: 6,347 shares 6,347 $592K 0.02% -11 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,313 shares; 2025Q2: 49,576 shares; 2025Q3: 10,617 shares; 2025Q4: 10,758 shares; 2026Q1: 10,101 shares 10,101 $590K 0.02% -657 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: 5,327 shares; 2025Q3: 2,140 shares; 2025Q4: 2,179 shares; 2026Q1: 2,365 shares 2,365 $588K 0.02% +186 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,935 shares; 2025Q2: 6,878 shares; 2025Q3: 4,055 shares; 2025Q4: 4,302 shares; 2026Q1: 4,471 shares 4,471 $586K 0.02% +169 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: not reported; 2024Q4: not reported; 2025Q1: 5,510 shares; 2025Q2: 6,577 shares; 2025Q3: 5,907 shares; 2025Q4: 6,994 shares; 2026Q1: 12,483 shares 12,483 $585K 0.02% +5,489 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: 18,368 shares; 2024Q4: 12,377 shares; 2025Q1: 14,525 shares; 2025Q2: 10,916 shares; 2025Q3: 10,593 shares; 2025Q4: 10,901 shares; 2026Q1: 10,948 shares 10,948 $584K 0.02% +47 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: not reported; 2024Q4: not reported; 2025Q1: 2,926 shares; 2025Q2: 2,777 shares; 2025Q3: 1,977 shares; 2025Q4: 1,921 shares; 2026Q1: 1,941 shares 1,941 $584K 0.02% +20 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,410 shares; 2024Q4: not reported; 2025Q1: 9,117 shares; 2025Q2: 8,351 shares; 2025Q3: 8,196 shares; 2025Q4: 8,007 shares; 2026Q1: 7,748 shares 7,748 $582K 0.02% -259 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,507 shares; 2025Q4: 9,134 shares; 2026Q1: 8,383 shares 8,383 $581K 0.02% -751 Timeline PRN 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: 2,105 shares; 2025Q2: 1,910 shares; 2025Q3: 2,225 shares; 2025Q4: 2,765 shares; 2026Q1: 2,965 shares 2,965 $577K 0.02% +200 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,358 shares; 2025Q2: 6,219 shares; 2025Q3: 6,740 shares; 2025Q4: 6,230 shares; 2026Q1: 6,803 shares 6,803 $574K 0.02% +573 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: not reported; 2025Q1: 2,111 shares; 2025Q2: 2,099 shares; 2025Q3: 2,493 shares; 2025Q4: 2,663 shares; 2026Q1: 2,785 shares 2,785 $574K 0.02% +122 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,749 shares; 2025Q2: 2,641 shares; 2025Q3: 2,827 shares; 2025Q4: 2,540 shares; 2026Q1: 3,318 shares 3,318 $568K 0.02% +778 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,644 shares; 2024Q4: 16,013 shares; 2025Q1: 6,939 shares; 2025Q2: 4,850 shares; 2025Q3: 4,459 shares; 2025Q4: 4,446 shares; 2026Q1: 4,497 shares 4,497 $568K 0.02% +51 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,985 shares; 2026Q1: 7,772 shares 7,772 $566K 0.02% -213 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,160 shares; 2025Q2: 8,813 shares; 2025Q3: 7,486 shares; 2025Q4: 4,576 shares; 2026Q1: 4,299 shares 4,299 $563K 0.02% -277 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,203 shares; 2025Q2: 3,382 shares; 2025Q3: 2,824 shares; 2025Q4: 3,142 shares; 2026Q1: 3,134 shares 3,134 $563K 0.02% -8 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: not reported; 2024Q4: not reported; 2025Q1: 2,566 shares; 2025Q2: 2,116 shares; 2025Q3: 2,128 shares; 2025Q4: 2,449 shares; 2026Q1: 2,576 shares 2,576 $558K 0.02% +127 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,082 shares; 2024Q4: 63,131 shares; 2025Q1: 63,183 shares; 2025Q2: 63,239 shares; 2025Q3: 63,299 shares; 2025Q4: 62,021 shares; 2026Q1: 60,681 shares 60,681 $556K 0.02% -1,340 Timeline DGRW 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: 6,326 shares 6,326 $556K 0.02% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,227 shares; 2025Q2: 6,218 shares; 2025Q3: 6,527 shares; 2025Q4: 6,912 shares; 2026Q1: 8,591 shares 8,591 $552K 0.02% +1,679 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,453 shares; 2025Q2: 5,505 shares; 2025Q3: 194,378 shares; 2025Q4: 12,608 shares; 2026Q1: 10,824 shares 10,824 $550K 0.02% -1,784 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares; 2026Q1: 1,849 shares 1,849 $548K 0.02% +135 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,739 shares; 2025Q2: 4,152 shares; 2025Q3: 4,194 shares; 2025Q4: 4,255 shares; 2026Q1: 4,392 shares 4,392 $548K 0.02% +137 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,525 shares; 2025Q2: 18,512 shares; 2025Q3: 17,273 shares; 2025Q4: 16,894 shares; 2026Q1: 18,393 shares 18,393 $548K 0.02% +1,499 Timeline BOND 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: 115,472 shares; 2024Q4: 229,509 shares; 2025Q1: 263,203 shares; 2025Q2: 255,471 shares; 2025Q3: 256,170 shares; 2025Q4: 265,987 shares; 2026Q1: 5,915 shares 5,915 $546K 0.02% -260,072 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,120 shares 10,120 $545K 0.02% new Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,146 shares; 2024Q4: 28,981 shares; 2025Q1: 28,503 shares; 2025Q2: 28,634 shares; 2025Q3: 28,637 shares; 2025Q4: 28,724 shares; 2026Q1: 28,812 shares 28,812 $542K 0.02% +88 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: not reported; 2024Q4: not reported; 2025Q1: 6,564 shares; 2025Q2: 6,131 shares; 2025Q3: 6,930 shares; 2025Q4: 7,884 shares; 2026Q1: 8,370 shares 8,370 $541K 0.02% +486 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,681 shares 16,681 $536K 0.02% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: not reported; 2025Q1: 9,911 shares; 2025Q2: 4,309 shares; 2025Q3: 4,312 shares; 2025Q4: 4,236 shares; 2026Q1: 4,075 shares 4,075 $534K 0.02% -161 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: not reported; 2026Q1: 5,633 shares 5,633 $531K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,756 shares; 2025Q2: 3,702 shares; 2025Q3: 3,454 shares; 2025Q4: 3,318 shares; 2026Q1: 3,921 shares 3,921 $530K 0.02% +603 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,847 shares; 2025Q1: 12,099 shares; 2025Q2: 13,333 shares; 2025Q3: 14,157 shares; 2025Q4: 16,425 shares; 2026Q1: 16,699 shares 16,699 $528K 0.02% +274 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: 10,650 shares; 2024Q4: not reported; 2025Q1: 4,869 shares; 2025Q2: 3,962 shares; 2025Q3: 3,866 shares; 2025Q4: 3,241 shares; 2026Q1: 4,447 shares 4,447 $526K 0.02% +1,206 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,160 shares; 2025Q1: 39,160 shares; 2025Q2: 39,160 shares; 2025Q3: 39,160 shares; 2025Q4: 39,160 shares; 2026Q1: 39,160 shares 39,160 $526K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,807 shares; 2025Q2: 4,629 shares; 2025Q3: 3,504 shares; 2025Q4: 3,907 shares; 2026Q1: 2,649 shares 2,649 $525K 0.02% -1,258 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: 19,911 shares; 2024Q4: 23,132 shares; 2025Q1: 23,788 shares; 2025Q2: 24,707 shares; 2025Q3: 24,340 shares; 2025Q4: 25,343 shares; 2026Q1: 25,728 shares 25,728 $525K 0.02% +385 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: not reported; 2024Q4: not reported; 2025Q1: 2,881 shares; 2025Q2: 3,075 shares; 2025Q3: 1,636 shares; 2025Q4: 1,669 shares; 2026Q1: 1,571 shares 1,571 $516K 0.02% -98 Timeline SCHF 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: 11,882 shares; 2025Q2: 12,060 shares; 2025Q3: 11,637 shares; 2025Q4: 19,745 shares; 2026Q1: 20,824 shares 20,824 $515K 0.02% +1,079 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,178 shares; 2025Q4: 1,189 shares; 2026Q1: 1,436 shares 1,436 $515K 0.02% +247 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,501 shares; 2025Q2: 6,026 shares; 2025Q3: 3,907 shares; 2025Q4: 4,523 shares; 2026Q1: 3,274 shares 3,274 $515K 0.02% -1,249 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,034 shares; 2025Q1: 11,839 shares; 2025Q2: 7,418 shares; 2025Q3: 7,406 shares; 2025Q4: 7,406 shares; 2026Q1: 6,495 shares 6,495 $511K 0.02% -911 Timeline SPHQ 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: 36,824 shares; 2024Q4: not reported; 2025Q1: 7,545 shares; 2025Q2: 6,795 shares; 2025Q3: 6,818 shares; 2025Q4: 6,790 shares; 2026Q1: 6,781 shares 6,781 $510K 0.02% -9 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: 10,944 shares; 2024Q4: 22,802 shares; 2025Q1: 31,870 shares; 2025Q2: 35,440 shares; 2025Q3: 8,367 shares; 2025Q4: 8,760 shares; 2026Q1: 8,707 shares 8,707 $510K 0.02% -53 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,730 shares; 2024Q4: not reported; 2025Q1: 6,872 shares; 2025Q2: 7,130 shares; 2025Q3: 7,159 shares; 2025Q4: 8,094 shares; 2026Q1: 9,528 shares 9,528 $507K 0.02% +1,434 Timeline CGSD 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: 14,150 shares; 2024Q4: 15,414 shares; 2025Q1: 15,636 shares; 2025Q2: 33,217 shares; 2025Q3: 31,926 shares; 2025Q4: 21,733 shares; 2026Q1: 19,632 shares 19,632 $506K 0.02% -2,101 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: not reported; 2024Q4: not reported; 2025Q1: 3,182 shares; 2025Q2: 3,150 shares; 2025Q3: 3,136 shares; 2025Q4: 3,989 shares; 2026Q1: 4,260 shares 4,260 $506K 0.02% +271 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: not reported; 2024Q4: not reported; 2025Q1: 6,362 shares; 2025Q2: 6,886 shares; 2025Q3: 3,627 shares; 2025Q4: 3,834 shares; 2026Q1: 4,529 shares 4,529 $505K 0.02% +695 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,798 shares; 2025Q3: 9,936 shares; 2025Q4: 9,386 shares; 2026Q1: 10,945 shares 10,945 $502K 0.02% +1,559 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 421 shares 421 $502K 0.02% 0 IBDX 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: 20,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,515 shares; 2025Q3: 10,555 shares; 2025Q4: 16,805 shares; 2026Q1: 19,724 shares 19,724 $498K 0.02% +2,919 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: not reported; 2024Q4: not reported; 2025Q1: 3,264 shares; 2025Q2: 3,378 shares; 2025Q3: 3,259 shares; 2025Q4: 3,276 shares; 2026Q1: 1,779 shares 1,779 $494K 0.02% -1,497 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 1,425 shares; 2025Q3: 1,230 shares; 2025Q4: 1,841 shares; 2026Q1: 1,814 shares 1,814 $494K 0.02% -27 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,816 shares; 2025Q3: 1,777 shares; 2025Q4: 1,760 shares; 2026Q1: 1,271 shares 1,271 $493K 0.02% -489 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,462 shares; 2024Q4: 11,103 shares; 2025Q1: 9,703 shares; 2025Q2: 9,869 shares; 2025Q3: 10,475 shares; 2025Q4: 11,631 shares; 2026Q1: 10,618 shares 10,618 $488K 0.02% -1,013 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,859 shares; 2025Q2: 6,683 shares; 2025Q3: 5,969 shares; 2025Q4: 5,788 shares; 2026Q1: 6,009 shares 6,009 $486K 0.02% +221 Timeline VTEL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 4,700 shares 4,700 $482K 0.02% +1,700 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,230 shares; 2025Q4: 11,593 shares; 2026Q1: 13,066 shares 13,066 $481K 0.02% +1,473 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,628 shares; 2024Q4: 17,864 shares; 2025Q1: 19,601 shares; 2025Q2: 9,227 shares; 2025Q3: 9,180 shares; 2025Q4: 9,287 shares; 2026Q1: 7,378 shares 7,378 $480K 0.02% -1,909 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,707 shares; 2024Q4: not reported; 2025Q1: 12,906 shares; 2025Q2: 12,807 shares; 2025Q3: 12,807 shares; 2025Q4: 30,587 shares; 2026Q1: 25,537 shares 25,537 $479K 0.02% -5,050 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: 12,334 shares; 2024Q4: 12,609 shares; 2025Q1: 13,899 shares; 2025Q2: 13,748 shares; 2025Q3: 12,810 shares; 2025Q4: 19,253 shares; 2026Q1: 19,307 shares 19,307 $479K 0.02% +54 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,602 shares; 2025Q2: 4,600 shares; 2025Q3: 4,621 shares; 2025Q4: 4,620 shares; 2026Q1: 4,655 shares 4,655 $478K 0.02% +35 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 1,342 shares; 2025Q3: 1,548 shares; 2025Q4: 1,824 shares; 2026Q1: 1,612 shares 1,612 $476K 0.02% -212 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 5,765 shares; 2025Q4: 7,111 shares; 2026Q1: 6,927 shares 6,927 $474K 0.02% -184 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: not reported; 2024Q4: not reported; 2025Q1: 10,678 shares; 2025Q2: 11,573 shares; 2025Q3: 19,166 shares; 2025Q4: 16,884 shares; 2026Q1: 14,269 shares 14,269 $474K 0.02% -2,615 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares; 2025Q4: 3,348 shares; 2026Q1: 5,337 shares 5,337 $472K 0.02% +1,989 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: 8,367 shares; 2025Q2: 7,531 shares; 2025Q3: 9,777 shares; 2025Q4: 8,768 shares; 2026Q1: 8,598 shares 8,598 $470K 0.02% -170 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,916 shares; 2025Q2: 8,816 shares; 2025Q3: 11,049 shares; 2025Q4: 12,512 shares; 2026Q1: 11,699 shares 11,699 $470K 0.02% -813 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,420 shares; 2025Q3: 1,993 shares; 2025Q4: 2,162 shares; 2026Q1: 2,290 shares 2,290 $469K 0.02% +128 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,844 shares 4,844 $467K 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 2,604 shares; 2025Q4: 3,629 shares; 2026Q1: 3,945 shares 3,945 $467K 0.02% +316 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 1,553 shares; 2025Q3: 1,556 shares; 2025Q4: 1,535 shares; 2026Q1: 1,530 shares 1,530 $466K 0.02% -5 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: 12,014 shares; 2024Q4: 12,282 shares; 2025Q1: 13,336 shares; 2025Q2: 12,165 shares; 2025Q3: 12,111 shares; 2025Q4: 11,614 shares; 2026Q1: 1,641 shares 1,641 $466K 0.02% -9,973 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,037 shares; 2025Q3: 4,519 shares; 2025Q4: 4,892 shares; 2026Q1: 4,988 shares 4,988 $465K 0.02% +96 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: not reported; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: 3,182 shares; 2025Q3: 3,095 shares; 2025Q4: 3,062 shares; 2026Q1: 3,250 shares 3,250 $463K 0.02% +188 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: not reported; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 1,218 shares; 2025Q3: 1,214 shares; 2025Q4: 1,221 shares; 2026Q1: 1,218 shares 1,218 $463K 0.02% -3 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,912 shares; 2025Q2: 4,729 shares; 2025Q3: 5,243 shares; 2025Q4: 8,480 shares; 2026Q1: 9,602 shares 9,602 $463K 0.02% +1,122 Timeline FAPR 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: 12,721 shares; 2025Q1: 12,854 shares; 2025Q2: 12,116 shares; 2025Q3: 11,835 shares; 2025Q4: 10,655 shares; 2026Q1: 10,274 shares 10,274 $461K 0.02% -381 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: 36,596 shares; 2024Q4: not reported; 2025Q1: 5,344 shares; 2025Q2: 5,478 shares; 2025Q3: 5,147 shares; 2025Q4: 5,419 shares; 2026Q1: 5,402 shares 5,402 $460K 0.02% -17 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 5,070 shares; 2025Q3: 5,308 shares; 2025Q4: 5,579 shares; 2026Q1: 9,907 shares 9,907 $460K 0.02% +4,328 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 912 shares; 2025Q3: 662 shares; 2025Q4: 774 shares; 2026Q1: 802 shares 802 $459K 0.02% +28 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 4,178 shares; 2025Q3: 5,264 shares; 2025Q4: 5,272 shares; 2026Q1: 5,308 shares 5,308 $459K 0.02% +36 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 8,043 shares; 2025Q3: 8,129 shares; 2025Q4: 8,958 shares; 2026Q1: 9,013 shares 9,013 $458K 0.02% +55 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,742 shares; 2025Q2: 5,730 shares; 2025Q3: 5,455 shares; 2025Q4: 5,622 shares; 2026Q1: 6,272 shares 6,272 $454K 0.02% +650 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,177 shares; 2025Q2: 4,027 shares; 2025Q3: 4,161 shares; 2025Q4: 4,600 shares; 2026Q1: 6,456 shares 6,456 $454K 0.02% +1,856 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: not reported; 2025Q2: not reported; 2025Q3: 11,895 shares; 2025Q4: 15,883 shares; 2026Q1: 15,716 shares 15,716 $453K 0.02% -167 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: 388,479 shares; 2024Q4: not reported; 2025Q1: 8,022 shares; 2025Q2: 8,482 shares; 2025Q3: 8,190 shares; 2025Q4: 9,324 shares; 2026Q1: 5,862 shares 5,862 $452K 0.02% -3,462 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,500 shares; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,004 shares; 2026Q1: 50,300 shares 50,300 $452K 0.02% +296 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: 21,967 shares; 2024Q4: 15,095 shares; 2025Q1: 16,038 shares; 2025Q2: 18,565 shares; 2025Q3: 18,615 shares; 2025Q4: 18,885 shares; 2026Q1: 17,243 shares 17,243 $450K 0.02% -1,642 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: 13,583 shares; 2025Q1: 13,399 shares; 2025Q2: 25,645 shares; 2025Q3: 31,696 shares; 2025Q4: 37,442 shares; 2026Q1: 41,352 shares 41,352 $448K 0.02% +3,910 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,099 shares; 2025Q1: 45,129 shares; 2025Q2: 39,726 shares; 2025Q3: 49,775 shares; 2025Q4: 39,833 shares; 2026Q1: 39,862 shares 39,862 $448K 0.02% +29 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,705 shares; 2025Q1: 17,870 shares; 2025Q2: 13,449 shares; 2025Q3: not reported; 2025Q4: 9,983 shares; 2026Q1: 17,917 shares 17,917 $443K 0.02% +7,934 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 3,381 shares; 2025Q3: 3,135 shares; 2025Q4: 3,226 shares; 2026Q1: 3,021 shares 3,021 $440K 0.02% -205 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 631 shares; 2025Q3: 689 shares; 2025Q4: 624 shares; 2026Q1: 644 shares 644 $439K 0.02% +20 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,634 shares; 2025Q3: 7,475 shares; 2025Q4: 7,687 shares; 2026Q1: 8,030 shares 8,030 $439K 0.02% +343 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,093 shares; 2025Q2: 5,022 shares; 2025Q3: 5,597 shares; 2025Q4: 5,617 shares; 2026Q1: 5,910 shares 5,910 $437K 0.02% +293 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,935 shares; 2025Q2: 6,000 shares; 2025Q3: 6,229 shares; 2025Q4: 7,092 shares; 2026Q1: 6,594 shares 6,594 $436K 0.02% -498 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,431 shares; 2024Q4: 29,918 shares; 2025Q1: 34,918 shares; 2025Q2: 34,918 shares; 2025Q3: 35,010 shares; 2025Q4: 35,129 shares; 2026Q1: 35,187 shares 35,187 $434K 0.02% +58 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,935 shares; 2025Q3: 9,381 shares; 2025Q4: 9,608 shares; 2026Q1: 11,977 shares 11,977 $434K 0.02% +2,369 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 11,916 shares; 2025Q1: 9,654 shares; 2025Q2: 9,435 shares; 2025Q3: 9,887 shares; 2025Q4: 10,524 shares; 2026Q1: 11,330 shares 11,330 $433K 0.02% +806 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: not reported; 2025Q1: 1,213 shares; 2025Q2: 2,121 shares; 2025Q3: 2,273 shares; 2025Q4: 2,481 shares; 2026Q1: 2,879 shares 2,879 $432K 0.02% +398 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,897 shares; 2025Q2: 4,349 shares; 2025Q3: 4,246 shares; 2025Q4: 3,990 shares; 2026Q1: 3,819 shares 3,819 $432K 0.02% -171 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,928 shares; 2025Q4: 89,787 shares; 2026Q1: 83,514 shares 83,514 $432K 0.02% -6,273 Timeline CMF 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: 3,846 shares; 2025Q3: 4,150 shares; 2025Q4: 7,113 shares; 2026Q1: 7,587 shares 7,587 $431K 0.02% +474 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,291 shares; 2024Q4: 36,864 shares; 2025Q1: 44,841 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,906 shares 31,906 $431K 0.02% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,249 shares; 2026Q1: 1,335 shares 1,335 $431K 0.02% +86 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 1,721 shares; 2026Q1: 1,754 shares 1,754 $430K 0.02% +33 Timeline IOO 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: 3,862 shares; 2025Q2: 4,583 shares; 2025Q3: 3,545 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $429K 0.02% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,687 shares; 2025Q1: 12,938 shares; 2025Q2: 12,538 shares; 2025Q3: 12,520 shares; 2025Q4: 11,192 shares; 2026Q1: 11,192 shares 11,192 $428K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,999 shares; 2025Q3: 2,090 shares; 2025Q4: 2,227 shares; 2026Q1: 2,314 shares 2,314 $427K 0.02% +87 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: 10,390 shares; 2024Q4: not reported; 2025Q1: 6,496 shares; 2025Q2: 6,310 shares; 2025Q3: 6,375 shares; 2025Q4: 7,042 shares; 2026Q1: 8,555 shares 8,555 $427K 0.02% +1,513 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: 18,457 shares; 2024Q4: 20,132 shares; 2025Q1: 41,981 shares; 2025Q2: 56,352 shares; 2025Q3: 27,546 shares; 2025Q4: 5,833 shares; 2026Q1: 6,776 shares 6,776 $425K 0.02% +943 Timeline FBT 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: 1,668 shares; 2025Q2: 1,629 shares; 2025Q3: 1,674 shares; 2025Q4: 2,081 shares; 2026Q1: 2,117 shares 2,117 $425K 0.02% +36 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: 96,354 shares; 2024Q4: 11,588 shares; 2025Q1: 10,961 shares; 2025Q2: 8,262 shares; 2025Q3: 8,389 shares; 2025Q4: 7,602 shares; 2026Q1: 8,751 shares 8,751 $424K 0.02% +1,149 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,976 shares; 2026Q1: 8,381 shares 8,381 $423K 0.02% +4,405 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: 7,024 shares; 2025Q3: 3,626 shares; 2025Q4: 5,078 shares; 2026Q1: 5,016 shares 5,016 $420K 0.02% -62 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: not reported; 2024Q4: not reported; 2025Q1: 5,778 shares; 2025Q2: 6,397 shares; 2025Q3: 6,559 shares; 2025Q4: 6,861 shares; 2026Q1: 5,770 shares 5,770 $420K 0.02% -1,091 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 1,566 shares; 2025Q3: 1,466 shares; 2025Q4: 2,319 shares; 2026Q1: 2,019 shares 2,019 $415K 0.02% -300 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: 8,174 shares; 2025Q2: 7,855 shares; 2025Q3: 6,795 shares; 2025Q4: 5,777 shares; 2026Q1: 7,431 shares 7,431 $415K 0.02% +1,654 Timeline IBB 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: 2,854 shares; 2025Q2: 2,550 shares; 2025Q3: 2,570 shares; 2025Q4: 2,671 shares; 2026Q1: 2,453 shares 2,453 $414K 0.02% -218 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: not reported; 2024Q4: not reported; 2025Q1: 954 shares; 2025Q2: 992 shares; 2025Q3: 1,035 shares; 2025Q4: 1,056 shares; 2026Q1: 1,045 shares 1,045 $414K 0.02% -11 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,774 shares; 2025Q2: 8,904 shares; 2025Q3: 9,793 shares; 2025Q4: 11,298 shares; 2026Q1: 9,814 shares 9,814 $414K 0.02% -1,484 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,914 shares; 2025Q2: 15,811 shares; 2025Q3: 14,934 shares; 2025Q4: 15,704 shares; 2026Q1: 13,749 shares 13,749 $412K 0.02% -1,955 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,026 shares; 2024Q4: 15,328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,660 shares; 2026Q1: 16,135 shares 16,135 $411K 0.02% -525 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,707 shares; 2025Q2: 3,600 shares; 2025Q3: 3,247 shares; 2025Q4: 3,243 shares; 2026Q1: 2,829 shares 2,829 $410K 0.02% -414 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 5,450 shares 5,450 $410K 0.02% +1,450 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,590 shares 5,590 $409K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,907 shares; 2025Q2: 19,686 shares; 2025Q3: 22,077 shares; 2025Q4: 22,189 shares; 2026Q1: 18,814 shares 18,814 $408K 0.02% -3,375 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 25,784 shares; 2025Q1: 32,139 shares; 2025Q2: 27,944 shares; 2025Q3: 27,907 shares; 2025Q4: 22,576 shares; 2026Q1: 9,403 shares 9,403 $406K 0.02% -13,173 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $406K 0.01% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 10,796 shares; 2025Q1: 10,769 shares; 2025Q2: 10,817 shares; 2025Q3: 10,935 shares; 2025Q4: 11,071 shares; 2026Q1: 11,173 shares 11,173 $404K 0.01% +102 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,867 shares; 2025Q2: 4,978 shares; 2025Q3: 3,180 shares; 2025Q4: 2,206 shares; 2026Q1: 2,338 shares 2,338 $403K 0.01% +132 Timeline SDY 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: 4,411 shares; 2025Q2: 3,840 shares; 2025Q3: 3,468 shares; 2025Q4: 3,281 shares; 2026Q1: 2,762 shares 2,762 $403K 0.01% -519 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,343 shares 3,343 $403K 0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,187 shares; 2025Q2: 2,020 shares; 2025Q3: 2,002 shares; 2025Q4: 1,981 shares; 2026Q1: 1,915 shares 1,915 $398K 0.01% -66 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: 10,131 shares; 2024Q4: 11,160 shares; 2025Q1: 9,583 shares; 2025Q2: 8,575 shares; 2025Q3: 6,467 shares; 2025Q4: 6,002 shares; 2026Q1: 7,201 shares 7,201 $397K 0.01% +1,199 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,149 shares 35,149 $396K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,976 shares; 2025Q2: 8,968 shares; 2025Q3: 12,509 shares; 2025Q4: 12,165 shares; 2026Q1: 5,990 shares 5,990 $395K 0.01% -6,175 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: not reported; 2025Q3: not reported; 2025Q4: 9,468 shares; 2026Q1: 9,242 shares 9,242 $393K 0.01% -226 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,619 shares; 2025Q2: 5,725 shares; 2025Q3: 5,982 shares; 2025Q4: 6,734 shares; 2026Q1: 5,707 shares 5,707 $393K 0.01% -1,027 Timeline GOVZ 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: 11,500 shares; 2025Q2: 17,500 shares; 2025Q3: 25,250 shares; 2025Q4: 41,650 shares; 2026Q1: 42,850 shares 42,850 $393K 0.01% +1,200 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: not reported; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: 1,266 shares; 2025Q3: 1,182 shares; 2025Q4: 1,165 shares; 2026Q1: 1,291 shares 1,291 $393K 0.01% +126 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,184 shares 8,184 $389K 0.01% new 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: 10,924 shares; 2024Q4: 12,625 shares; 2025Q1: 12,168 shares; 2025Q2: 12,983 shares; 2025Q3: 4,082 shares; 2025Q4: 1,671 shares; 2026Q1: 2,675 shares 2,675 $388K 0.01% +1,004 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: 50,982 shares; 2024Q4: 50,670 shares; 2025Q1: 45,630 shares; 2025Q2: 48,287 shares; 2025Q3: 49,642 shares; 2025Q4: 30,543 shares; 2026Q1: 5,912 shares 5,912 $385K 0.01% -24,631 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,627 shares; 2026Q1: 4,227 shares 4,227 $385K 0.01% -1,400 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 557 shares; 2025Q2: 583 shares; 2025Q3: 416 shares; 2025Q4: 419 shares; 2026Q1: 496 shares 496 $383K 0.01% +77 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED 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: 3,928 shares; 2026Q1: 3,973 shares 3,973 $382K 0.01% +45 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: 1,308 shares; 2025Q2: 1,316 shares; 2025Q3: 1,368 shares; 2025Q4: 1,346 shares; 2026Q1: 1,496 shares 1,496 $381K 0.01% +150 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: 4,949 shares; 2025Q2: 4,683 shares; 2025Q3: 5,372 shares; 2025Q4: 5,142 shares; 2026Q1: 4,102 shares 4,102 $380K 0.01% -1,040 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: 1,528 shares; 2025Q3: 1,673 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares 1,738 $380K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347 shares; 2025Q2: 370 shares; 2025Q3: 354 shares; 2025Q4: 353 shares; 2026Q1: 347 shares 347 $380K 0.01% -6 Timeline WTMF 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: 6,626 shares; 2025Q3: 6,536 shares; 2025Q4: 7,781 shares; 2026Q1: 9,570 shares 9,570 $380K 0.01% +1,789 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,049 shares; 2025Q4: 47,903 shares; 2026Q1: 45,898 shares 45,898 $379K 0.01% -2,005 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,421 shares; 2025Q2: 5,324 shares; 2025Q3: 5,608 shares; 2025Q4: 5,650 shares; 2026Q1: 6,397 shares 6,397 $379K 0.01% +747 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,984 shares; 2025Q2: 4,087 shares; 2025Q3: 4,177 shares; 2025Q4: 4,147 shares; 2026Q1: 4,739 shares 4,739 $376K 0.01% +592 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 563 shares; 2025Q3: 542 shares; 2025Q4: 480 shares; 2026Q1: 515 shares 515 $376K 0.01% +35 Timeline BUFD 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: 29,044 shares; 2025Q1: 25,526 shares; 2025Q2: 21,879 shares; 2025Q3: 16,547 shares; 2025Q4: 15,972 shares; 2026Q1: 13,425 shares 13,425 $376K 0.01% -2,547 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,678 shares; 2025Q2: 4,768 shares; 2025Q3: 4,867 shares; 2025Q4: 4,977 shares; 2026Q1: 4,842 shares 4,842 $376K 0.01% -135 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,387 shares; 2024Q4: 30,860 shares; 2025Q1: 30,914 shares; 2025Q2: 31,000 shares; 2025Q3: 30,649 shares; 2025Q4: 32,173 shares; 2026Q1: 32,241 shares 32,241 $376K 0.01% +68 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,075 shares; 2025Q2: 7,118 shares; 2025Q3: 6,764 shares; 2025Q4: 7,634 shares; 2026Q1: 7,825 shares 7,825 $375K 0.01% +191 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,351 shares; 2024Q4: 29,593 shares; 2025Q1: 29,721 shares; 2025Q2: 29,916 shares; 2025Q3: 30,109 shares; 2025Q4: 30,367 shares; 2026Q1: 30,507 shares 30,507 $375K 0.01% +140 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: not reported; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 3,379 shares; 2025Q3: 3,399 shares; 2025Q4: 3,289 shares; 2026Q1: 5,072 shares 5,072 $375K 0.01% +1,783 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,314 shares; 2025Q3: 5,174 shares; 2025Q4: 5,468 shares; 2026Q1: 6,248 shares 6,248 $375K 0.01% +780 Timeline GOVI 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: 11,452 shares; 2025Q1: 15,233 shares; 2025Q2: 16,467 shares; 2025Q3: 16,492 shares; 2025Q4: 19,404 shares; 2026Q1: 13,731 shares 13,731 $375K 0.01% -5,673 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,400 shares; 2026Q1: 21,400 shares 21,400 $372K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,380 shares; 2025Q2: 8,534 shares; 2025Q3: 3,205 shares; 2025Q4: 723 shares; 2026Q1: 765 shares 765 $371K 0.01% +42 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 878 shares; 2025Q2: 945 shares; 2025Q3: 1,028 shares; 2025Q4: 1,057 shares; 2026Q1: 1,155 shares 1,155 $370K 0.01% +98 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: not reported; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 1,239 shares; 2025Q3: 1,205 shares; 2025Q4: 1,156 shares; 2026Q1: 833 shares 833 $370K 0.01% -323 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 3,415 shares; 2025Q3: 2,410 shares; 2025Q4: 2,031 shares; 2026Q1: 2,260 shares 2,260 $370K 0.01% +229 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,322 shares; 2025Q2: 5,605 shares; 2025Q3: 5,622 shares; 2025Q4: 5,646 shares; 2026Q1: 5,571 shares 5,571 $368K 0.01% -75 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: not reported; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 1,377 shares; 2025Q3: 1,202 shares; 2025Q4: 1,288 shares; 2026Q1: 2,573 shares 2,573 $368K 0.01% +1,285 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,643 shares; 2024Q4: not reported; 2025Q1: 8,352 shares; 2025Q2: 8,352 shares; 2025Q3: 8,120 shares; 2025Q4: 7,701 shares; 2026Q1: 7,299 shares 7,299 $367K 0.01% -402 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: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 3,048 shares; 2025Q3: 3,095 shares; 2025Q4: 3,080 shares; 2026Q1: 1,378 shares 1,378 $366K 0.01% -1,702 Timeline DJAN 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: 25,515 shares; 2025Q1: 23,873 shares; 2025Q2: 23,872 shares; 2025Q3: 12,540 shares; 2025Q4: 8,813 shares; 2026Q1: 8,615 shares 8,615 $366K 0.01% -198 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: 2,055 shares; 2025Q2: 2,135 shares; 2025Q3: 2,077 shares; 2025Q4: 1,968 shares; 2026Q1: 1,636 shares 1,636 $363K 0.01% -332 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 731 shares; 2025Q4: 725 shares; 2026Q1: 691 shares 691 $360K 0.01% -34 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,185 shares; 2025Q2: 1,590 shares; 2025Q3: 1,817 shares; 2025Q4: 1,860 shares; 2026Q1: 2,051 shares 2,051 $360K 0.01% +191 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,445 shares; 2025Q2: 5,668 shares; 2025Q3: 5,797 shares; 2025Q4: 5,821 shares; 2026Q1: 5,797 shares 5,797 $359K 0.01% -24 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: not reported; 2024Q4: 22,774 shares; 2025Q1: 24,036 shares; 2025Q2: not reported; 2025Q3: 20,593 shares; 2025Q4: 7,984 shares; 2026Q1: 9,204 shares 9,204 $359K 0.01% +1,220 Timeline IDEV 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: 3,034 shares; 2025Q2: 4,125 shares; 2025Q3: 4,130 shares; 2025Q4: 4,194 shares; 2026Q1: 4,290 shares 4,290 $359K 0.01% +96 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,098 shares; 2025Q2: 1,054 shares; 2025Q3: 1,119 shares; 2025Q4: 1,214 shares; 2026Q1: 1,271 shares 1,271 $357K 0.01% +57 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,712 shares; 2024Q4: 34,572 shares; 2025Q1: 35,680 shares; 2025Q2: 34,705 shares; 2025Q3: 34,790 shares; 2025Q4: 37,723 shares; 2026Q1: 37,549 shares 37,549 $356K 0.01% -174 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,743 shares; 2025Q2: 7,182 shares; 2025Q3: 1,918 shares; 2025Q4: 1,891 shares; 2026Q1: 3,013 shares 3,013 $355K 0.01% +1,122 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,073 shares; 2024Q4: 39,073 shares; 2025Q1: 39,073 shares; 2025Q2: 39,073 shares; 2025Q3: 39,073 shares; 2025Q4: 39,073 shares; 2026Q1: 39,073 shares 39,073 $353K 0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,015 shares; 2025Q1: 17,605 shares; 2025Q2: 18,699 shares; 2025Q3: 14,783 shares; 2025Q4: 17,436 shares; 2026Q1: 17,873 shares 17,873 $353K 0.01% +437 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: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 8,566 shares; 2025Q3: 2,105 shares; 2025Q4: 2,060 shares; 2026Q1: 2,085 shares 2,085 $353K 0.01% +25 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 2,312 shares; 2025Q3: 2,340 shares; 2025Q4: 2,434 shares; 2026Q1: 2,170 shares 2,170 $353K 0.01% -264 Timeline FOCT 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: 9,089 shares; 2025Q2: 8,876 shares; 2025Q3: 8,746 shares; 2025Q4: 7,450 shares; 2026Q1: 7,361 shares 7,361 $351K 0.01% -89 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: not reported; 2024Q4: not reported; 2025Q1: 5,610 shares; 2025Q2: 2,110 shares; 2025Q3: 2,452 shares; 2025Q4: 2,431 shares; 2026Q1: 2,972 shares 2,972 $351K 0.01% +541 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: not reported; 2024Q4: not reported; 2025Q1: 1,561 shares; 2025Q2: 1,644 shares; 2025Q3: 1,967 shares; 2025Q4: 1,828 shares; 2026Q1: 1,652 shares 1,652 $351K 0.01% -176 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,224 shares; 2025Q2: 7,307 shares; 2025Q3: 6,018 shares; 2025Q4: 6,410 shares; 2026Q1: 3,585 shares 3,585 $350K 0.01% -2,825 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,476 shares; 2025Q2: 1,345 shares; 2025Q3: 1,254 shares; 2025Q4: 1,732 shares; 2026Q1: 1,771 shares 1,771 $350K 0.01% +39 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,843 shares; 2025Q3: 7,904 shares; 2025Q4: 4,931 shares; 2026Q1: 9,461 shares 9,461 $350K 0.01% +4,530 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,030 shares; 2025Q2: 4,038 shares; 2025Q3: 4,046 shares; 2025Q4: 4,057 shares; 2026Q1: 4,066 shares 4,066 $348K 0.01% +9 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,015 shares; 2025Q4: 975 shares; 2026Q1: 976 shares 976 $348K 0.01% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 967 shares; 2025Q3: 815 shares; 2025Q4: 848 shares; 2026Q1: 817 shares 817 $348K 0.01% -31 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,694 shares; 2025Q2: 9,429 shares; 2025Q3: 8,455 shares; 2025Q4: 7,007 shares; 2026Q1: 6,895 shares 6,895 $348K 0.01% -112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,286 shares 3,286 $347K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,310 shares; 2024Q4: 21,303 shares; 2025Q1: 18,035 shares; 2025Q2: 17,047 shares; 2025Q3: 11,201 shares; 2025Q4: 8,767 shares; 2026Q1: 9,442 shares 9,442 $347K 0.01% +675 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 652 shares; 2025Q2: 846 shares; 2025Q3: 958 shares; 2025Q4: 1,017 shares; 2026Q1: 1,070 shares 1,070 $345K 0.01% +53 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: not reported; 2024Q4: not reported; 2025Q1: 8,652 shares; 2025Q2: 8,398 shares; 2025Q3: 8,279 shares; 2025Q4: 7,085 shares; 2026Q1: 6,938 shares 6,938 $345K 0.01% -147 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,681 shares; 2024Q4: 30,253 shares; 2025Q1: 25,203 shares; 2025Q2: 25,857 shares; 2025Q3: 25,345 shares; 2025Q4: 25,830 shares; 2026Q1: 22,901 shares 22,901 $345K 0.01% -2,929 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,135 shares; 2026Q1: 490 shares 490 $344K 0.01% -645 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,063 shares; 2026Q1: 20,940 shares 20,940 $344K 0.01% -123 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,478 shares; 2025Q2: 11,077 shares; 2025Q3: not reported; 2025Q4: 4,083 shares; 2026Q1: 4,104 shares 4,104 $340K 0.01% +21 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 19,491 shares; 2025Q1: 20,039 shares; 2025Q2: 19,482 shares; 2025Q3: 16,708 shares; 2025Q4: 16,686 shares; 2026Q1: 16,874 shares 16,874 $338K 0.01% +188 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,539 shares; 2025Q2: 5,267 shares; 2025Q3: 5,271 shares; 2025Q4: 5,234 shares; 2026Q1: 5,346 shares 5,346 $337K 0.01% +112 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,041 shares; 2025Q2: 5,982 shares; 2025Q3: 5,415 shares; 2025Q4: 5,416 shares; 2026Q1: 5,587 shares 5,587 $337K 0.01% +171 Timeline JLS NUVEEN MORTGAGE AND INCOME F More: the full row for NUVEEN MORTGAGE AND INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,609 shares; 2024Q4: 18,576 shares; 2025Q1: 18,576 shares; 2025Q2: 18,576 shares; 2025Q3: 18,576 shares; 2025Q4: 18,576 shares; 2026Q1: 18,576 shares 18,576 $337K 0.01% 0 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: 2,243 shares; 2025Q3: 2,192 shares; 2025Q4: 2,229 shares; 2026Q1: 2,297 shares 2,297 $336K 0.01% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,772 shares; 2025Q3: 1,816 shares; 2025Q4: 1,817 shares; 2026Q1: 2,443 shares 2,443 $335K 0.01% +626 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 3,218 shares; 2025Q3: 3,050 shares; 2025Q4: 2,744 shares; 2026Q1: 3,263 shares 3,263 $333K 0.01% +519 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,973 shares; 2025Q3: 8,758 shares; 2025Q4: 11,081 shares; 2026Q1: 13,267 shares 13,267 $332K 0.01% +2,186 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: 36,414 shares; 2024Q4: 37,464 shares; 2025Q1: 36,977 shares; 2025Q2: 14,926 shares; 2025Q3: 15,151 shares; 2025Q4: 18,513 shares; 2026Q1: 18,348 shares 18,348 $331K 0.01% -165 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,620 shares; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares; 2025Q4: 3,449 shares; 2026Q1: 3,478 shares 3,478 $330K 0.01% +29 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: not reported; 2024Q4: 21,371 shares; 2025Q1: 12,844 shares; 2025Q2: 13,318 shares; 2025Q3: 16,109 shares; 2025Q4: 19,557 shares; 2026Q1: 15,907 shares 15,907 $329K 0.01% -3,650 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,351 shares; 2025Q2: 6,368 shares; 2025Q3: 6,233 shares; 2025Q4: 6,239 shares; 2026Q1: 6,202 shares 6,202 $327K 0.01% -37 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,083 shares; 2025Q2: 7,738 shares; 2025Q3: 7,396 shares; 2025Q4: 6,367 shares; 2026Q1: 6,193 shares 6,193 $327K 0.01% -174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,441 shares; 2026Q1: 3,862 shares 3,862 $327K 0.01% +421 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: 8,329 shares; 2025Q2: 7,796 shares; 2025Q3: 9,841 shares; 2025Q4: 8,760 shares; 2026Q1: 6,489 shares 6,489 $327K 0.01% -2,271 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares; 2026Q1: 5,480 shares 5,480 $325K 0.01% +118 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,703 shares; 2025Q2: 1,629 shares; 2025Q3: 1,447 shares; 2025Q4: 1,687 shares; 2026Q1: 1,516 shares 1,516 $325K 0.01% -171 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,122 shares; 2026Q1: 5,662 shares 5,662 $323K 0.01% -460 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,666 shares; 2025Q1: 12,956 shares; 2025Q2: 18,698 shares; 2025Q3: not reported; 2025Q4: 20,684 shares; 2026Q1: 3,991 shares 3,991 $322K 0.01% -16,693 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: not reported; 2025Q1: 3,290 shares; 2025Q2: 1,644 shares; 2025Q3: 1,784 shares; 2025Q4: 1,934 shares; 2026Q1: 2,127 shares 2,127 $321K 0.01% +193 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,626 shares; 2025Q2: 6,631 shares; 2025Q3: 6,422 shares; 2025Q4: 6,449 shares; 2026Q1: 6,669 shares 6,669 $320K 0.01% +220 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,055 shares; 2025Q1: 10,325 shares; 2025Q2: 9,778 shares; 2025Q3: 9,778 shares; 2025Q4: 9,150 shares; 2026Q1: 6,657 shares 6,657 $319K 0.01% -2,493 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: not reported; 2024Q4: not reported; 2025Q1: 3,622 shares; 2025Q2: 4,391 shares; 2025Q3: 4,525 shares; 2025Q4: 4,273 shares; 2026Q1: 3,938 shares 3,938 $319K 0.01% -335 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: not reported; 2024Q4: not reported; 2025Q1: 2,491 shares; 2025Q2: 2,274 shares; 2025Q3: 2,398 shares; 2025Q4: 2,678 shares; 2026Q1: 2,684 shares 2,684 $316K 0.01% +6 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: 3,872 shares; 2025Q2: 3,916 shares; 2025Q3: 3,918 shares; 2025Q4: 4,086 shares; 2026Q1: 3,853 shares 3,853 $316K 0.01% -233 Timeline EFAV 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: 11,541 shares; 2024Q4: not reported; 2025Q1: 3,248 shares; 2025Q2: 3,261 shares; 2025Q3: 3,247 shares; 2025Q4: 3,181 shares; 2026Q1: 3,438 shares 3,438 $314K 0.01% +257 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,697 shares; 2025Q2: 2,820 shares; 2025Q3: 2,871 shares; 2025Q4: 2,831 shares; 2026Q1: 2,397 shares 2,397 $314K 0.01% -434 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,896 shares; 2025Q1: 10,887 shares; 2025Q2: 9,584 shares; 2025Q3: 7,990 shares; 2025Q4: 6,858 shares; 2026Q1: 6,472 shares 6,472 $314K 0.01% -386 Timeline FNOV 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: 7,428 shares; 2025Q2: 7,199 shares; 2025Q3: 7,088 shares; 2025Q4: 5,951 shares; 2026Q1: 5,872 shares 5,872 $314K 0.01% -79 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,599 shares; 2025Q2: 9,599 shares; 2025Q3: 9,599 shares; 2025Q4: 9,599 shares; 2026Q1: 9,599 shares 9,599 $313K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,578 shares; 2025Q2: 2,574 shares; 2025Q3: 1,359 shares; 2025Q4: 1,363 shares; 2026Q1: 1,354 shares 1,354 $313K 0.01% -9 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,272 shares; 2025Q3: 1,399 shares; 2025Q4: 1,503 shares; 2026Q1: 1,490 shares 1,490 $311K 0.01% -13 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,204 shares; 2024Q4: 72,847 shares; 2025Q1: 80,073 shares; 2025Q2: 80,141 shares; 2025Q3: 36,705 shares; 2025Q4: 4,749 shares; 2026Q1: 5,274 shares 5,274 $311K 0.01% +525 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,912 shares; 2025Q2: 2,899 shares; 2025Q3: 2,101 shares; 2025Q4: 2,102 shares; 2026Q1: 2,103 shares 2,103 $310K 0.01% +1 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: 12,608 shares; 2024Q4: 11,536 shares; 2025Q1: 10,632 shares; 2025Q2: 10,510 shares; 2025Q3: not reported; 2025Q4: 7,013 shares; 2026Q1: 6,711 shares 6,711 $310K 0.01% -302 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,108 shares; 2025Q2: 4,181 shares; 2025Q3: 4,355 shares; 2025Q4: 4,442 shares; 2026Q1: 4,479 shares 4,479 $309K 0.01% +37 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,318 shares; 2025Q2: 6,555 shares; 2025Q3: 6,605 shares; 2025Q4: 6,605 shares; 2026Q1: 6,605 shares 6,605 $309K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: 1,605 shares; 2025Q3: 1,733 shares; 2025Q4: 1,931 shares; 2026Q1: 1,942 shares 1,942 $305K 0.01% +11 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: 13,225 shares; 2025Q1: 14,775 shares; 2025Q2: 16,129 shares; 2025Q3: 15,580 shares; 2025Q4: 13,127 shares; 2026Q1: 13,373 shares 13,373 $305K 0.01% +246 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares; 2026Q1: 1,516 shares 1,516 $303K 0.01% +188 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,268 shares; 2025Q2: 11,114 shares; 2025Q3: 10,523 shares; 2025Q4: 9,715 shares; 2026Q1: 7,497 shares 7,497 $302K 0.01% -2,218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,402 shares; 2025Q3: 1,381 shares; 2025Q4: 1,401 shares; 2026Q1: 1,519 shares 1,519 $300K 0.01% +118 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares; 2026Q1: 2,689 shares 2,689 $299K 0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,914 shares; 2025Q2: 4,892 shares; 2025Q3: 4,856 shares; 2025Q4: 6,640 shares; 2026Q1: 6,591 shares 6,591 $299K 0.01% -49 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,889 shares; 2025Q4: 6,075 shares; 2026Q1: 6,499 shares 6,499 $295K 0.01% +424 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,364 shares; 2025Q2: not reported; 2025Q3: 5,318 shares; 2025Q4: 5,326 shares; 2026Q1: 5,332 shares 5,332 $294K 0.01% +6 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,015 shares; 2025Q2: 20,108 shares; 2025Q3: 32,138 shares; 2025Q4: 28,877 shares; 2026Q1: 26,023 shares 26,023 $294K 0.01% -2,854 Timeline ORACLE CORP ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500 $293K 0.01% new 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: 1,694 shares; 2025Q4: 2,046 shares; 2026Q1: 2,053 shares 2,053 $292K 0.01% +7 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,310 shares 6,310 $291K 0.01% +110 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: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares 1,070 $290K 0.01% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,740 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,762 shares 4,762 $289K 0.01% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,372 shares; 2025Q3: 29,528 shares; 2025Q4: 8,297 shares; 2026Q1: 7,677 shares 7,677 $288K 0.01% -620 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,595 shares; 2025Q2: 5,130 shares; 2025Q3: 4,058 shares; 2025Q4: 3,887 shares; 2026Q1: 4,633 shares 4,633 $286K 0.01% +746 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,333 shares; 2025Q2: 6,242 shares; 2025Q3: 5,150 shares; 2025Q4: not reported; 2026Q1: 6,131 shares 6,131 $285K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,978 shares; 2025Q2: 2,804 shares; 2025Q3: 3,395 shares; 2025Q4: 3,661 shares; 2026Q1: 2,460 shares 2,460 $285K 0.01% -1,201 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: not reported; 2024Q4: not reported; 2025Q1: 3,246 shares; 2025Q2: 2,830 shares; 2025Q3: 2,826 shares; 2025Q4: 2,969 shares; 2026Q1: 2,796 shares 2,796 $285K 0.01% -173 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 13,488 shares; 2025Q1: 6,948 shares; 2025Q2: 6,967 shares; 2025Q3: 2,783 shares; 2025Q4: 3,520 shares; 2026Q1: 2,964 shares 2,964 $284K 0.01% -556 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,673 shares 5,673 $284K 0.01% new Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,400 shares; 2025Q2: 19,900 shares; 2025Q3: 19,900 shares; 2025Q4: 33,125 shares; 2026Q1: 30,875 shares 30,875 $283K 0.01% -2,250 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares 2,265 $283K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,969 shares; 2026Q1: 4,822 shares 4,822 $282K 0.01% +853 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: 44,679 shares; 2024Q4: 27,917 shares; 2025Q1: 44,742 shares; 2025Q2: 57,704 shares; 2025Q3: 57,208 shares; 2025Q4: 45,558 shares; 2026Q1: 17,995 shares 17,995 $282K 0.01% -27,563 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 10,000 shares; 2025Q3: 10,170 shares; 2025Q4: 10,017 shares; 2026Q1: 10,000 shares 10,000 $281K 0.01% -17 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 12,993 shares; 2025Q1: 13,009 shares; 2025Q2: 13,028 shares; 2025Q3: 13,048 shares; 2025Q4: 13,069 shares; 2026Q1: 13,087 shares 13,087 $280K 0.01% +18 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,765 shares; 2024Q4: 29,496 shares; 2025Q1: 75,281 shares; 2025Q2: 24,709 shares; 2025Q3: 25,209 shares; 2025Q4: 25,758 shares; 2026Q1: 25,807 shares 25,807 $279K 0.01% +49 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,432 shares; 2024Q4: 28,758 shares; 2025Q1: 16,313 shares; 2025Q2: 16,113 shares; 2025Q3: 16,122 shares; 2025Q4: 19,725 shares; 2026Q1: 18,893 shares 18,893 $279K 0.01% -832 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,582 shares; 2025Q2: 5,785 shares; 2025Q3: 5,820 shares; 2025Q4: 5,940 shares; 2026Q1: 5,980 shares 5,980 $279K 0.01% +40 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,809 shares 11,809 $279K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,816 shares; 2024Q4: 231,392 shares; 2025Q1: 79,817 shares; 2025Q2: 25,250 shares; 2025Q3: 25,421 shares; 2025Q4: 25,492 shares; 2026Q1: 25,562 shares 25,562 $278K 0.01% +70 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: 30,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: 1,551 shares; 2025Q4: 1,650 shares; 2026Q1: 1,788 shares 1,788 $277K 0.01% +138 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,046 shares; 2025Q3: 959 shares; 2025Q4: 959 shares; 2026Q1: 963 shares 963 $276K 0.01% +4 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,078 shares; 2026Q1: 2,669 shares 2,669 $275K 0.01% +591 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701,855 shares; 2024Q4: not reported; 2025Q1: 9,067 shares; 2025Q2: 9,067 shares; 2025Q3: 9,067 shares; 2025Q4: 9,067 shares; 2026Q1: 8,075 shares 8,075 $274K 0.01% -992 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,441 shares; 2025Q2: 13,821 shares; 2025Q3: 18,679 shares; 2025Q4: 19,135 shares; 2026Q1: 16,156 shares 16,156 $274K 0.01% -2,979 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,378 shares; 2025Q2: 1,433 shares; 2025Q3: 1,506 shares; 2025Q4: 1,515 shares; 2026Q1: 1,520 shares 1,520 $274K 0.01% +5 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,089 shares 4,089 $273K 0.01% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,758 shares; 2026Q1: 6,880 shares 6,880 $271K 0.01% +1,122 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,603 shares 6,603 $271K 0.01% new Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,310 shares; 2025Q2: 4,375 shares; 2025Q3: 4,394 shares; 2025Q4: 4,420 shares; 2026Q1: 4,397 shares 4,397 $271K 0.01% -23 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 12,562 shares; 2025Q1: 14,076 shares; 2025Q2: 7,514 shares; 2025Q3: 4,710 shares; 2025Q4: 5,138 shares; 2026Q1: 3,545 shares 3,545 $271K 0.01% -1,593 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: 23,354 shares; 2024Q4: 23,284 shares; 2025Q1: 24,444 shares; 2025Q2: 46,353 shares; 2025Q3: 11,229 shares; 2025Q4: 9,473 shares; 2026Q1: 8,918 shares 8,918 $270K 0.01% -555 Timeline QVMT 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: 4,409 shares; 2025Q2: 4,418 shares; 2025Q3: 4,408 shares; 2025Q4: 4,534 shares; 2026Q1: 4,543 shares 4,543 $270K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,369 shares; 2026Q1: 1,328 shares 1,328 $270K 0.01% -41 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: not reported; 2024Q4: not reported; 2025Q1: 1,667 shares; 2025Q2: 1,936 shares; 2025Q3: 2,153 shares; 2025Q4: 2,163 shares; 2026Q1: 1,878 shares 1,878 $269K 0.01% -285 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,604 shares; 2025Q2: 10,843 shares; 2025Q3: 11,910 shares; 2025Q4: 11,671 shares; 2026Q1: 14,007 shares 14,007 $269K 0.01% +2,336 Timeline ESGV 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: 3,020 shares; 2025Q2: 2,866 shares; 2025Q3: 2,779 shares; 2025Q4: 2,450 shares; 2026Q1: 2,383 shares 2,383 $268K 0.01% -67 Timeline SUB 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: 2,684 shares; 2025Q2: 2,670 shares; 2025Q3: 2,347 shares; 2025Q4: 2,386 shares; 2026Q1: 2,491 shares 2,491 $265K 0.01% +105 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: 2,331 shares; 2026Q1: 2,483 shares 2,483 $265K 0.01% +152 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,802 shares 10,802 $263K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,047 shares 1,047 $262K 0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,130 shares; 2025Q2: 3,251 shares; 2025Q3: 3,327 shares; 2025Q4: 2,767 shares; 2026Q1: 3,205 shares 3,205 $262K 0.01% +438 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,426 shares; 2025Q2: 3,497 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,544 shares 4,544 $262K 0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,111 shares; 2026Q1: 14,129 shares 14,129 $262K 0.01% +1,018 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,705 shares; 2026Q1: 8,994 shares 8,994 $262K 0.01% +1,289 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: not reported; 2024Q4: not reported; 2025Q1: 7,086 shares; 2025Q2: 6,086 shares; 2025Q3: 5,630 shares; 2025Q4: 5,324 shares; 2026Q1: 5,547 shares 5,547 $260K 0.01% +223 Timeline RAYJ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,537 shares; 2026Q1: 7,724 shares 7,724 $260K 0.01% +1,187 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,767 shares; 2026Q1: 2,776 shares 2,776 $260K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,409 shares; 2025Q4: 3,136 shares; 2026Q1: 3,181 shares 3,181 $260K 0.01% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,644 shares 3,644 $259K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,875 shares; 2026Q1: 12,256 shares 12,256 $259K 0.01% +3,381 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: not reported; 2024Q4: not reported; 2025Q1: 1,412 shares; 2025Q2: 1,289 shares; 2025Q3: 2,058 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $258K 0.01% 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: 982 shares; 2025Q2: 668 shares; 2025Q3: 512 shares; 2025Q4: 438 shares; 2026Q1: 475 shares 475 $258K 0.01% +37 Timeline MOTI 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: 7,964 shares; 2025Q2: 7,429 shares; 2025Q3: 7,423 shares; 2025Q4: 7,409 shares; 2026Q1: 7,553 shares 7,553 $258K 0.01% +144 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: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 1,997 shares; 2025Q3: 1,891 shares; 2025Q4: 1,913 shares; 2026Q1: 1,903 shares 1,903 $258K 0.01% -10 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: not reported; 2024Q4: not reported; 2025Q1: 4,853 shares; 2025Q2: 14,045 shares; 2025Q3: 14,383 shares; 2025Q4: 6,441 shares; 2026Q1: 6,053 shares 6,053 $256K 0.01% -388 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 865 shares; 2026Q1: 861 shares 861 $256K 0.01% -4 Timeline MOAT 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: 2,842 shares; 2025Q2: 2,768 shares; 2025Q3: 2,590 shares; 2025Q4: 2,638 shares; 2026Q1: 2,631 shares 2,631 $254K 0.01% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,922 shares; 2025Q4: not reported; 2026Q1: 5,191 shares 5,191 $254K 0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 4,267 shares; 2025Q3: 4,091 shares; 2025Q4: 4,188 shares; 2026Q1: 4,178 shares 4,178 $254K 0.01% -10 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 4,426 shares; 2025Q3: 1,449 shares; 2025Q4: not reported; 2026Q1: 1,995 shares 1,995 $254K 0.01% new Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,037 shares; 2025Q2: 7,037 shares; 2025Q3: 7,037 shares; 2025Q4: 6,677 shares; 2026Q1: 6,333 shares 6,333 $254K 0.01% -344 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,816 shares; 2025Q3: 3,248 shares; 2025Q4: 3,127 shares; 2026Q1: 2,826 shares 2,826 $253K 0.01% -301 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 424 shares; 2026Q1: 449 shares 449 $252K 0.01% +25 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,937 shares; 2026Q1: 6,995 shares 6,995 $252K 0.01% +58 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,774 shares; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 1,288 shares; 2026Q1: 1,327 shares 1,327 $251K 0.01% +39 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 1,343 shares; 2025Q3: 1,606 shares; 2025Q4: 1,573 shares; 2026Q1: 1,520 shares 1,520 $251K 0.01% -53 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,998 shares 10,998 $251K 0.01% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,037 shares; 2025Q4: 5,103 shares; 2026Q1: 5,930 shares 5,930 $250K 0.01% +827 Timeline ITOT 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: 134,184 shares; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 2,190 shares; 2025Q3: 2,200 shares; 2025Q4: 2,058 shares; 2026Q1: 1,757 shares 1,757 $250K 0.01% -301 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,240 shares; 2026Q1: 15,049 shares 15,049 $250K 0.01% +4,809 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,584 shares 5,584 $250K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 654 shares; 2025Q4: 645 shares; 2026Q1: 754 shares 754 $250K 0.01% +109 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,177 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,039 shares; 2026Q1: 1,010 shares 1,010 $249K 0.01% -29 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: 8,577 shares; 2025Q2: 8,662 shares; 2025Q3: 7,313 shares; 2025Q4: 8,641 shares; 2026Q1: 8,489 shares 8,489 $249K 0.01% -152 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,323 shares; 2026Q1: 6,209 shares 6,209 $249K 0.01% +886 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,303 shares; 2025Q3: 10,431 shares; 2025Q4: 7,320 shares; 2026Q1: 7,097 shares 7,097 $247K 0.01% -223 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 25,451 shares; 2025Q1: 25,456 shares; 2025Q2: 25,464 shares; 2025Q3: 25,472 shares; 2025Q4: 25,175 shares; 2026Q1: 25,175 shares 25,175 $247K 0.01% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,609 shares; 2025Q4: 10,815 shares; 2026Q1: 11,207 shares 11,207 $247K 0.01% +392 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,369 shares; 2024Q4: 17,369 shares; 2025Q1: 17,369 shares; 2025Q2: 17,369 shares; 2025Q3: 17,369 shares; 2025Q4: 17,369 shares; 2026Q1: 17,933 shares 17,933 $247K 0.01% +564 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: 29,603 shares; 2024Q4: 10,395 shares; 2025Q1: 4,499 shares; 2025Q2: 2,785 shares; 2025Q3: 3,509 shares; 2025Q4: 2,632 shares; 2026Q1: 2,508 shares 2,508 $246K 0.01% -124 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,885 shares; 2025Q2: 4,833 shares; 2025Q3: 4,838 shares; 2025Q4: 4,952 shares; 2026Q1: 3,967 shares 3,967 $246K 0.01% -985 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: not reported; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,645 shares; 2025Q4: 1,382 shares; 2026Q1: 1,133 shares 1,133 $245K 0.01% -249 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,960 shares 1,960 $245K 0.01% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,718 shares 1,718 $244K 0.01% new 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: 79,243 shares; 2024Q4: 74,778 shares; 2025Q1: 75,726 shares; 2025Q2: 17,045 shares; 2025Q3: 18,363 shares; 2025Q4: 15,696 shares; 2026Q1: 15,313 shares 15,313 $244K 0.01% -383 Timeline EMHC 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: 7,929 shares; 2026Q1: 9,775 shares 9,775 $242K 0.01% +1,846 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: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 501 shares; 2025Q3: not reported; 2025Q4: 503 shares; 2026Q1: 487 shares 487 $240K 0.01% -16 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,845 shares; 2026Q1: 6,924 shares 6,924 $240K 0.01% +79 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,228 shares; 2025Q3: 17,624 shares; 2025Q4: 19,580 shares; 2026Q1: 8,479 shares 8,479 $240K 0.01% -11,101 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,461 shares; 2025Q2: not reported; 2025Q3: 2,856 shares; 2025Q4: 2,956 shares; 2026Q1: 3,228 shares 3,228 $240K 0.01% +272 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: not reported; 2025Q3: not reported; 2025Q4: 6,108 shares; 2026Q1: 5,884 shares 5,884 $240K 0.01% -224 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,651 shares; 2024Q4: not reported; 2025Q1: 9,721 shares; 2025Q2: 9,519 shares; 2025Q3: 9,572 shares; 2025Q4: 9,627 shares; 2026Q1: 9,681 shares 9,681 $240K 0.01% +54 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 1,243 shares; 2025Q3: 1,043 shares; 2025Q4: 1,208 shares; 2026Q1: 1,090 shares 1,090 $239K 0.01% -118 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,285 shares; 2025Q2: 2,458 shares; 2025Q3: 1,606 shares; 2025Q4: not reported; 2026Q1: 1,220 shares 1,220 $238K 0.01% new 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: not reported; 2024Q4: 23,552 shares; 2025Q1: 28,634 shares; 2025Q2: 23,255 shares; 2025Q3: 33,789 shares; 2025Q4: 20,619 shares; 2026Q1: 20,721 shares 20,721 $238K 0.01% +102 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: 10,867 shares; 2024Q4: 18,504 shares; 2025Q1: 14,357 shares; 2025Q2: 13,052 shares; 2025Q3: 6,693 shares; 2025Q4: 6,243 shares; 2026Q1: 6,339 shares 6,339 $238K 0.01% +96 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,718 shares; 2025Q4: 4,868 shares; 2026Q1: 5,172 shares 5,172 $237K 0.01% +304 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,683 shares; 2024Q4: 179,235 shares; 2025Q1: 176,627 shares; 2025Q2: 88,545 shares; 2025Q3: 19,953 shares; 2025Q4: 19,128 shares; 2026Q1: 19,205 shares 19,205 $237K 0.01% +77 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: not reported; 2024Q4: not reported; 2025Q1: 2,213 shares; 2025Q2: not reported; 2025Q3: 2,842 shares; 2025Q4: not reported; 2026Q1: 3,139 shares 3,139 $237K 0.01% new Timeline ASYS AMTECH SYS INC More: the full row for AMTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,883 shares; 2025Q2: 33,549 shares; 2025Q3: not reported; 2025Q4: 16,156 shares; 2026Q1: 20,206 shares 20,206 $236K 0.01% +4,050 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,036 shares 2,036 $235K 0.01% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,531 shares 2,531 $235K 0.01% new Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM 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: 10,224 shares; 2025Q4: 10,224 shares; 2026Q1: 10,224 shares 10,224 $234K 0.01% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS 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: 871 shares; 2026Q1: 877 shares 877 $233K 0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: 1,564 shares; 2025Q2: 1,568 shares; 2025Q3: 1,216 shares; 2025Q4: 1,305 shares; 2026Q1: 1,225 shares 1,225 $232K 0.01% -80 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: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 1,831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,173 shares 2,173 $232K 0.01% new Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 2,933 shares 2,933 $232K 0.01% -47 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,384 shares; 2025Q2: 10,988 shares; 2025Q3: 14,071 shares; 2025Q4: 9,952 shares; 2026Q1: 6,785 shares 6,785 $232K 0.01% -3,167 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares; 2026Q1: 1,432 shares 1,432 $232K 0.01% +48 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,303 shares; 2026Q1: 6,707 shares 6,707 $231K 0.01% +404 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: 13,773 shares; 2024Q4: not reported; 2025Q1: 3,514 shares; 2025Q2: 3,241 shares; 2025Q3: 3,242 shares; 2025Q4: 3,225 shares; 2026Q1: 3,564 shares 3,564 $231K 0.01% +339 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: not reported; 2024Q4: not reported; 2025Q1: 19,521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,680 shares 9,680 $230K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 641 shares 641 $230K 0.01% -4 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,010 shares 9,010 $230K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares 422 $229K 0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,650 shares 3,650 $228K 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,864 shares; 2025Q4: not reported; 2026Q1: 2,353 shares 2,353 $228K 0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP 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: 1,528 shares; 2025Q4: not reported; 2026Q1: 1,590 shares 1,590 $227K 0.01% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares 3,600 $227K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,801 shares; 2025Q1: 12,996 shares; 2025Q2: 12,406 shares; 2025Q3: 4,846 shares; 2025Q4: 4,047 shares; 2026Q1: 3,777 shares 3,777 $227K 0.01% -270 Timeline TLH 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: 2,313 shares; 2025Q2: 2,621 shares; 2025Q3: 2,839 shares; 2025Q4: 2,784 shares; 2026Q1: 2,257 shares 2,257 $227K 0.01% -527 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,970 shares; 2025Q2: 9,821 shares; 2025Q3: 9,821 shares; 2025Q4: 11,122 shares; 2026Q1: 11,123 shares 11,123 $227K 0.01% +1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 765 shares; 2026Q1: 790 shares 790 $227K 0.01% +25 Timeline IAK 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: 2,164 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares 1,762 $226K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,590 shares; 2025Q2: 2,838 shares; 2025Q3: 2,841 shares; 2025Q4: 2,875 shares; 2026Q1: 2,727 shares 2,727 $226K 0.01% -148 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,291 shares; 2024Q4: 14,642 shares; 2025Q1: not reported; 2025Q2: 4,073 shares; 2025Q3: 3,664 shares; 2025Q4: not reported; 2026Q1: 3,106 shares 3,106 $226K 0.01% new 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: 33,211 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,310 shares; 2025Q3: not reported; 2025Q4: 4,371 shares; 2026Q1: 4,525 shares 4,525 $226K 0.01% +154 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: not reported; 2024Q4: not reported; 2025Q1: 13,110 shares; 2025Q2: 12,017 shares; 2025Q3: 13,228 shares; 2025Q4: 10,518 shares; 2026Q1: 4,979 shares 4,979 $225K 0.01% -5,539 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is 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: 8,807 shares 8,807 $224K 0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472 shares 472 $224K 0.01% new Timeline ITT ITT INC More: the full row for ITT 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: 1,173 shares 1,173 $224K 0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: 2,225 shares; 2025Q3: 1,535 shares; 2025Q4: 1,662 shares; 2026Q1: 1,750 shares 1,750 $223K 0.01% +88 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,680 shares 1,680 $223K 0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,344 shares; 2025Q4: 1,846 shares; 2026Q1: 1,561 shares 1,561 $223K 0.01% -285 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,639 shares; 2025Q4: 20,777 shares; 2026Q1: 20,777 shares 20,777 $223K 0.01% 0 Timeline KG KESTREL GROUP LTD More: the full row for KESTREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,435 shares; 2025Q3: 23,173 shares; 2025Q4: 20,661 shares; 2026Q1: 20,660 shares 20,660 $223K 0.01% -1 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,208 shares; 2025Q3: 2,237 shares; 2025Q4: not reported; 2026Q1: 1,716 shares 1,716 $223K 0.01% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,940 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares 5,240 $223K 0.01% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,715 shares; 2025Q4: 4,716 shares; 2026Q1: 4,716 shares 4,716 $222K 0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,667 shares; 2025Q4: 71,967 shares; 2026Q1: 72,408 shares 72,408 $222K 0.01% +441 Timeline GOCT 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: 5,754 shares; 2026Q1: 5,754 shares 5,754 $222K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,545 shares; 2025Q2: 8,090 shares; 2025Q3: 8,140 shares; 2025Q4: 3,388 shares; 2026Q1: 2,950 shares 2,950 $222K 0.01% -438 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares 4,925 $222K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,002 shares; 2025Q2: 3,846 shares; 2025Q3: 3,317 shares; 2025Q4: 3,400 shares; 2026Q1: 3,345 shares 3,345 $222K 0.01% -55 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 1,889 shares 1,889 $221K 0.01% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,003 shares 2,003 $221K 0.01% new Timeline HYSA BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 15,927 shares; 2025Q1: 15,927 shares; 2025Q2: 15,669 shares; 2025Q3: 15,669 shares; 2025Q4: 14,894 shares; 2026Q1: 14,894 shares 14,894 $221K 0.01% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,534 shares; 2025Q4: 3,495 shares; 2026Q1: 3,344 shares 3,344 $221K 0.01% -151 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,238 shares; 2025Q3: 3,221 shares; 2025Q4: 3,241 shares; 2026Q1: 2,825 shares 2,825 $220K 0.01% -416 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 364 shares 364 $220K 0.01% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,263 shares; 2024Q4: 10,756 shares; 2025Q1: 13,423 shares; 2025Q2: 9,120 shares; 2025Q3: 8,743 shares; 2025Q4: 8,518 shares; 2026Q1: 9,441 shares 9,441 $220K 0.01% +923 Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 17,000 shares; 2026Q1: 15,000 shares 15,000 $219K 0.01% -2,000 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 25,400 shares; 2025Q1: 25,193 shares; 2025Q2: 24,956 shares; 2025Q3: 24,850 shares; 2025Q4: 8,787 shares; 2026Q1: 8,245 shares 8,245 $219K 0.01% -542 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 19,461 shares 19,461 $219K 0.01% -539 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 555 shares 555 $219K 0.01% -227 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,187 shares; 2025Q4: 10,598 shares; 2026Q1: 10,695 shares 10,695 $218K 0.01% +97 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 643 shares 643 $218K 0.01% new Timeline