GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,928 shares; 2024Q4: 16,191 shares; 2025Q1: 16,631 shares; 2025Q2: 17,399 shares; 2025Q3: 15,696 shares; 2025Q4: 14,674 shares; 2026Q1: 12,990 shares 12,990 $1.77M 0.02% -1,684 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: 4,394 shares; 2024Q4: 4,394 shares; 2025Q1: 4,394 shares; 2025Q2: 4,394 shares; 2025Q3: 4,294 shares; 2025Q4: 4,294 shares; 2026Q1: 4,889 shares 4,889 $1.76M 0.02% +595 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 4,097 shares; 2025Q1: 3,367 shares; 2025Q2: 2,640 shares; 2025Q3: 2,106 shares; 2025Q4: 2,875 shares; 2026Q1: 18,248 shares 18,248 $1.75M 0.02% +15,373 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 4,867 shares; 2025Q1: 4,867 shares; 2025Q2: 4,867 shares; 2025Q3: 4,867 shares; 2025Q4: 4,867 shares; 2026Q1: 4,867 shares 4,867 $1.74M 0.02% 0 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: 4,906 shares; 2024Q4: 4,710 shares; 2025Q1: 4,886 shares; 2025Q2: 4,822 shares; 2025Q3: 5,102 shares; 2025Q4: 5,854 shares; 2026Q1: 14,986 shares 14,986 $1.73M 0.02% +9,132 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,497 shares; 2024Q4: 30,413 shares; 2025Q1: 26,304 shares; 2025Q2: 25,399 shares; 2025Q3: 25,179 shares; 2025Q4: 25,604 shares; 2026Q1: 24,160 shares 24,160 $1.73M 0.02% -1,444 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 16,280 shares; 2025Q4: 19,180 shares; 2026Q1: 20,465 shares 20,465 $1.73M 0.02% +1,285 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 10,426 shares; 2025Q1: 10,258 shares; 2025Q2: 10,240 shares; 2025Q3: 10,994 shares; 2025Q4: 10,836 shares; 2026Q1: 10,149 shares 10,149 $1.73M 0.02% -687 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: 25,684 shares; 2024Q4: 32,166 shares; 2025Q1: 32,973 shares; 2025Q2: 31,689 shares; 2025Q3: 30,794 shares; 2025Q4: 28,916 shares; 2026Q1: 42,648 shares 42,648 $1.72M 0.02% +13,732 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,134 shares; 2024Q4: 75,186 shares; 2025Q1: 68,664 shares; 2025Q2: 39,567 shares; 2025Q3: 35,435 shares; 2025Q4: 36,180 shares; 2026Q1: 37,256 shares 37,256 $1.71M 0.02% +1,076 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,824 shares; 2025Q1: 1,704 shares; 2025Q2: 1,693 shares; 2025Q3: 1,682 shares; 2025Q4: 1,632 shares; 2026Q1: 1,593 shares 1,593 $1.7M 0.02% -39 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: 11,725 shares; 2024Q4: 52,854 shares; 2025Q1: 71,302 shares; 2025Q2: 64,254 shares; 2025Q3: 70,668 shares; 2025Q4: 67,254 shares; 2026Q1: 15,940 shares 15,940 $1.69M 0.02% -51,314 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: 12,717 shares; 2024Q4: 12,581 shares; 2025Q1: 12,004 shares; 2025Q2: 11,963 shares; 2025Q3: 12,677 shares; 2025Q4: 12,254 shares; 2026Q1: 11,649 shares 11,649 $1.67M 0.02% -605 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: 8,309 shares; 2024Q4: 11,210 shares; 2025Q1: 8,720 shares; 2025Q2: 7,265 shares; 2025Q3: 7,223 shares; 2025Q4: 8,275 shares; 2026Q1: 8,497 shares 8,497 $1.66M 0.02% +222 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,023 shares; 2024Q4: 13,023 shares; 2025Q1: 13,023 shares; 2025Q2: 13,173 shares; 2025Q3: 13,329 shares; 2025Q4: 13,329 shares; 2026Q1: 13,029 shares 13,029 $1.65M 0.02% -300 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,942 shares; 2024Q4: 10,093 shares; 2025Q1: 15,554 shares; 2025Q2: 15,068 shares; 2025Q3: 16,444 shares; 2025Q4: 16,952 shares; 2026Q1: 18,268 shares 18,268 $1.65M 0.02% +1,316 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,444 shares; 2025Q1: 3,023 shares; 2025Q2: 3,000 shares; 2025Q3: 3,078 shares; 2025Q4: 3,227 shares; 2026Q1: 3,858 shares 3,858 $1.64M 0.02% +631 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 10,419 shares; 2025Q1: 10,378 shares; 2025Q2: 10,299 shares; 2025Q3: 10,401 shares; 2025Q4: 10,101 shares; 2026Q1: 9,642 shares 9,642 $1.63M 0.02% -459 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: 5,873 shares; 2024Q4: 5,236 shares; 2025Q1: 5,304 shares; 2025Q2: 4,973 shares; 2025Q3: 4,916 shares; 2025Q4: 5,178 shares; 2026Q1: 5,966 shares 5,966 $1.62M 0.02% +788 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: 5,101 shares; 2024Q4: 5,973 shares; 2025Q1: 5,900 shares; 2025Q2: 5,964 shares; 2025Q3: 6,274 shares; 2025Q4: 6,335 shares; 2026Q1: 6,042 shares 6,042 $1.61M 0.02% -293 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,009 shares; 2024Q4: 69,390 shares; 2025Q1: 55,717 shares; 2025Q2: 55,717 shares; 2025Q3: 55,717 shares; 2025Q4: 55,717 shares; 2026Q1: 55,717 shares 55,717 $1.6M 0.02% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,938 shares; 2025Q1: 32,139 shares; 2025Q2: 30,922 shares; 2025Q3: 37,549 shares; 2025Q4: 41,977 shares; 2026Q1: 38,954 shares 38,954 $1.59M 0.02% -3,023 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: 3,691 shares; 2024Q4: 3,736 shares; 2025Q1: 3,059 shares; 2025Q2: 11,377 shares; 2025Q3: 3,422 shares; 2025Q4: 3,082 shares; 2026Q1: 3,253 shares 3,253 $1.58M 0.02% +171 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: 25,733 shares; 2024Q4: 25,669 shares; 2025Q1: 26,408 shares; 2025Q2: 27,027 shares; 2025Q3: 24,687 shares; 2025Q4: 24,479 shares; 2026Q1: 24,363 shares 24,363 $1.57M 0.02% -116 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: 9,652 shares; 2024Q4: 10,268 shares; 2025Q1: 9,378 shares; 2025Q2: 9,440 shares; 2025Q3: 44,377 shares; 2025Q4: 44,938 shares; 2026Q1: 9,706 shares 9,706 $1.57M 0.02% -35,232 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 27,994 shares; 2025Q1: 27,985 shares; 2025Q2: 27,984 shares; 2025Q3: 27,982 shares; 2025Q4: 27,984 shares; 2026Q1: 27,984 shares 27,984 $1.57M 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,108 shares; 2025Q1: 7,115 shares; 2025Q2: 7,060 shares; 2025Q3: 7,024 shares; 2025Q4: 7,224 shares; 2026Q1: 7,164 shares 7,164 $1.57M 0.02% -60 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: 10,610 shares; 2024Q4: 10,308 shares; 2025Q1: 10,104 shares; 2025Q2: 9,504 shares; 2025Q3: 9,666 shares; 2025Q4: 10,018 shares; 2026Q1: 7,925 shares 7,925 $1.57M 0.02% -2,093 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: 21,931 shares; 2024Q4: 19,152 shares; 2025Q1: 18,436 shares; 2025Q2: 18,368 shares; 2025Q3: 16,782 shares; 2025Q4: 16,775 shares; 2026Q1: 16,531 shares 16,531 $1.57M 0.02% -244 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 9,710 shares; 2025Q1: 9,820 shares; 2025Q2: 9,525 shares; 2025Q3: 9,534 shares; 2025Q4: 7,394 shares; 2026Q1: 7,413 shares 7,413 $1.57M 0.02% +19 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,503 shares; 2025Q1: 12,258 shares; 2025Q2: 13,945 shares; 2025Q3: 9,838 shares; 2025Q4: 10,995 shares; 2026Q1: 12,728 shares 12,728 $1.56M 0.02% +1,733 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,750 shares; 2025Q1: 4,574 shares; 2025Q2: 4,561 shares; 2025Q3: 4,540 shares; 2025Q4: 4,545 shares; 2026Q1: 4,767 shares 4,767 $1.56M 0.02% +222 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,798 shares; 2024Q4: 27,260 shares; 2025Q1: 24,900 shares; 2025Q2: 25,040 shares; 2025Q3: 23,647 shares; 2025Q4: 22,289 shares; 2026Q1: 21,828 shares 21,828 $1.56M 0.02% -461 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: 18,847 shares; 2025Q4: 18,837 shares; 2026Q1: 19,990 shares 19,990 $1.56M 0.02% +1,153 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,909 shares; 2024Q4: 68,509 shares; 2025Q1: 68,509 shares; 2025Q2: 68,509 shares; 2025Q3: 60,629 shares; 2025Q4: 45,738 shares; 2026Q1: 32,678 shares 32,678 $1.55M 0.02% -13,060 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,664 shares; 2025Q1: 2,053 shares; 2025Q2: 2,051 shares; 2025Q3: 4,196 shares; 2025Q4: 3,594 shares; 2026Q1: 3,887 shares 3,887 $1.54M 0.02% +293 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: 90,943 shares; 2024Q4: 16,318 shares; 2025Q1: 14,328 shares; 2025Q2: 13,686 shares; 2025Q3: 13,791 shares; 2025Q4: 14,067 shares; 2026Q1: 13,600 shares 13,600 $1.54M 0.02% -467 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,727 shares; 2025Q1: 4,710 shares; 2025Q2: 4,661 shares; 2025Q3: 4,667 shares; 2025Q4: 5,036 shares; 2026Q1: 4,839 shares 4,839 $1.54M 0.02% -197 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,650 shares; 2024Q4: 47,508 shares; 2025Q1: 62,602 shares; 2025Q2: 153,690 shares; 2025Q3: 153,015 shares; 2025Q4: 161,610 shares; 2026Q1: 43,267 shares 43,267 $1.53M 0.02% -118,343 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: 2,683 shares; 2024Q4: 2,945 shares; 2025Q1: 2,911 shares; 2025Q2: 5,993 shares; 2025Q3: 19,461 shares; 2025Q4: 19,009 shares; 2026Q1: 10,156 shares 10,156 $1.53M 0.02% -8,853 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: 7,734 shares; 2024Q4: 9,450 shares; 2025Q1: 15,190 shares; 2025Q2: 14,203 shares; 2025Q3: 16,970 shares; 2025Q4: 20,030 shares; 2026Q1: 28,496 shares 28,496 $1.52M 0.02% +8,466 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: 19,175 shares; 2024Q4: 18,935 shares; 2025Q1: 18,935 shares; 2025Q2: 18,923 shares; 2025Q3: 18,359 shares; 2025Q4: 18,259 shares; 2026Q1: 18,259 shares 18,259 $1.51M 0.02% 0 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: 78,732 shares; 2025Q3: 53,985 shares; 2025Q4: 49,398 shares; 2026Q1: 36,928 shares 36,928 $1.51M 0.02% -12,470 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 306 shares; 2025Q4: 320 shares; 2026Q1: 358 shares 358 $1.51M 0.02% +38 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 11,293 shares; 2025Q1: 11,414 shares; 2025Q2: 12,484 shares; 2025Q3: 12,765 shares; 2025Q4: 13,819 shares; 2026Q1: 13,617 shares 13,617 $1.49M 0.02% -202 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 18,066 shares; 2025Q1: 17,659 shares; 2025Q2: 16,944 shares; 2025Q3: 16,599 shares; 2025Q4: 16,379 shares; 2026Q1: 19,375 shares 19,375 $1.49M 0.02% +2,996 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: 22,558 shares; 2024Q4: 35,288 shares; 2025Q1: 37,248 shares; 2025Q2: 34,610 shares; 2025Q3: 32,513 shares; 2025Q4: 32,333 shares; 2026Q1: 30,778 shares 30,778 $1.49M 0.02% -1,555 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,287 shares; 2024Q4: 70,937 shares; 2025Q1: 69,136 shares; 2025Q2: 70,580 shares; 2025Q3: 55,109 shares; 2025Q4: 29,811 shares; 2026Q1: 20,038 shares 20,038 $1.47M 0.02% -9,773 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: 25,767 shares; 2024Q4: 26,525 shares; 2025Q1: 25,434 shares; 2025Q2: 26,344 shares; 2025Q3: 23,443 shares; 2025Q4: 22,083 shares; 2026Q1: 22,107 shares 22,107 $1.44M 0.02% +24 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: 10,394 shares; 2024Q4: 10,394 shares; 2025Q1: 10,397 shares; 2025Q2: 10,397 shares; 2025Q3: 10,397 shares; 2025Q4: 10,397 shares; 2026Q1: 10,397 shares 10,397 $1.43M 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 16,758 shares; 2025Q1: 16,551 shares; 2025Q2: 16,353 shares; 2025Q3: 17,821 shares; 2025Q4: 17,995 shares; 2026Q1: 19,284 shares 19,284 $1.42M 0.02% +1,289 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,556 shares; 2024Q4: 10,871 shares; 2025Q1: 8,585 shares; 2025Q2: 8,265 shares; 2025Q3: 8,023 shares; 2025Q4: 8,147 shares; 2026Q1: 13,484 shares 13,484 $1.41M 0.02% +5,337 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: 24,889 shares; 2024Q4: 22,159 shares; 2025Q1: 22,316 shares; 2025Q2: 19,534 shares; 2025Q3: 19,534 shares; 2025Q4: 10,634 shares; 2026Q1: 9,516 shares 9,516 $1.39M 0.02% -1,118 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: 4,008 shares; 2024Q4: 3,980 shares; 2025Q1: 3,510 shares; 2025Q2: 3,229 shares; 2025Q3: 3,592 shares; 2025Q4: 3,671 shares; 2026Q1: 4,358 shares 4,358 $1.39M 0.02% +687 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,653 shares; 2024Q4: 30,653 shares; 2025Q1: 30,653 shares; 2025Q2: 30,653 shares; 2025Q3: 30,653 shares; 2025Q4: 30,427 shares; 2026Q1: 30,105 shares 30,105 $1.38M 0.02% -322 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 11,307 shares; 2025Q1: 11,159 shares; 2025Q2: 11,144 shares; 2025Q3: 10,985 shares; 2025Q4: 10,787 shares; 2026Q1: 10,789 shares 10,789 $1.38M 0.02% +2 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,477 shares 17,477 $1.38M 0.02% new 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: 45,331 shares; 2024Q4: 36,229 shares; 2025Q1: 33,996 shares; 2025Q2: 28,911 shares; 2025Q3: 27,836 shares; 2025Q4: 34,083 shares; 2026Q1: 28,720 shares 28,720 $1.38M 0.02% -5,363 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,691 shares; 2024Q4: 91,132 shares; 2025Q1: 31,688 shares; 2025Q2: 26,791 shares; 2025Q3: 13,902 shares; 2025Q4: 11,529 shares; 2026Q1: 11,614 shares 11,614 $1.38M 0.02% +85 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,777 shares; 2024Q4: 42,327 shares; 2025Q1: 42,533 shares; 2025Q2: 42,480 shares; 2025Q3: 39,550 shares; 2025Q4: 41,127 shares; 2026Q1: 40,467 shares 40,467 $1.38M 0.02% -660 Timeline GSST 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: 27,565 shares; 2024Q4: 27,565 shares; 2025Q1: 27,565 shares; 2025Q2: 27,068 shares; 2025Q3: 27,068 shares; 2025Q4: 27,068 shares; 2026Q1: 27,218 shares 27,218 $1.38M 0.02% +150 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,928 shares; 2024Q4: 82,976 shares; 2025Q1: 82,282 shares; 2025Q2: 82,357 shares; 2025Q3: 82,207 shares; 2025Q4: 82,207 shares; 2026Q1: 82,157 shares 82,157 $1.37M 0.02% -50 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 8,282 shares; 2025Q1: 10,194 shares; 2025Q2: 10,261 shares; 2025Q3: 10,218 shares; 2025Q4: 7,979 shares; 2026Q1: 6,710 shares 6,710 $1.37M 0.02% -1,269 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,443 shares; 2025Q1: 5,467 shares; 2025Q2: 1,862 shares; 2025Q3: 1,622 shares; 2025Q4: 1,569 shares; 2026Q1: 1,581 shares 1,581 $1.37M 0.02% +12 Timeline VPL 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: 33,931 shares; 2024Q4: 36,173 shares; 2025Q1: 36,151 shares; 2025Q2: 21,606 shares; 2025Q3: 21,273 shares; 2025Q4: 19,540 shares; 2026Q1: 13,971 shares 13,971 $1.37M 0.02% -5,569 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: 33,185 shares; 2024Q4: 33,346 shares; 2025Q1: 33,292 shares; 2025Q2: 30,303 shares; 2025Q3: 25,899 shares; 2025Q4: 25,790 shares; 2026Q1: 28,329 shares 28,329 $1.36M 0.02% +2,539 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,038 shares; 2024Q4: 194,836 shares; 2025Q1: 51,139 shares; 2025Q2: 53,872 shares; 2025Q3: 59,828 shares; 2025Q4: 63,956 shares; 2026Q1: 58,990 shares 58,990 $1.35M 0.02% -4,966 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: 6,128 shares; 2024Q4: 8,455 shares; 2025Q1: 11,027 shares; 2025Q2: 11,154 shares; 2025Q3: 9,182 shares; 2025Q4: 8,078 shares; 2026Q1: 7,214 shares 7,214 $1.32M 0.02% -864 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,233 shares; 2024Q4: 87,348 shares; 2025Q1: 126,498 shares; 2025Q2: 141,679 shares; 2025Q3: 114,364 shares; 2025Q4: 78,145 shares; 2026Q1: 58,963 shares 58,963 $1.32M 0.02% -19,182 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 3,453 shares; 2025Q1: 3,315 shares; 2025Q2: 3,392 shares; 2025Q3: 3,564 shares; 2025Q4: 3,094 shares; 2026Q1: 2,951 shares 2,951 $1.32M 0.02% -143 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,585 shares; 2024Q4: 7,857 shares; 2025Q1: 6,183 shares; 2025Q2: 6,484 shares; 2025Q3: 5,650 shares; 2025Q4: 4,753 shares; 2026Q1: 4,933 shares 4,933 $1.32M 0.02% +180 Timeline RFG 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: 22,855 shares; 2024Q4: 22,855 shares; 2025Q1: 23,420 shares; 2025Q2: 23,420 shares; 2025Q3: 23,700 shares; 2025Q4: 23,700 shares; 2026Q1: 23,700 shares 23,700 $1.3M 0.02% 0 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,879 shares; 2025Q4: 63,958 shares; 2026Q1: 60,584 shares 60,584 $1.29M 0.02% -3,374 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,475 shares; 2024Q4: 29,208 shares; 2025Q1: 28,115 shares; 2025Q2: 28,115 shares; 2025Q3: 28,115 shares; 2025Q4: 28,115 shares; 2026Q1: 25,386 shares 25,386 $1.29M 0.02% -2,729 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: 21,017 shares; 2024Q4: 20,094 shares; 2025Q1: 21,363 shares; 2025Q2: 23,079 shares; 2025Q3: 22,119 shares; 2025Q4: 21,293 shares; 2026Q1: 6,087 shares 6,087 $1.29M 0.02% -15,206 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: 3,867 shares; 2024Q4: 3,724 shares; 2025Q1: 3,855 shares; 2025Q2: 3,932 shares; 2025Q3: 5,221 shares; 2025Q4: 6,383 shares; 2026Q1: 7,412 shares 7,412 $1.29M 0.02% +1,029 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 5,667 shares; 2025Q1: 5,845 shares; 2025Q2: 5,794 shares; 2025Q3: 4,870 shares; 2025Q4: 4,791 shares; 2026Q1: 4,549 shares 4,549 $1.28M 0.02% -242 Timeline RDVI 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: 89,732 shares; 2024Q4: 91,135 shares; 2025Q1: 93,595 shares; 2025Q2: 98,235 shares; 2025Q3: 103,450 shares; 2025Q4: 105,292 shares; 2026Q1: 50,082 shares 50,082 $1.28M 0.02% -55,210 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,139 shares; 2024Q4: 9,176 shares; 2025Q1: 9,383 shares; 2025Q2: 11,938 shares; 2025Q3: 11,986 shares; 2025Q4: 15,809 shares; 2026Q1: 19,977 shares 19,977 $1.28M 0.02% +4,168 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,200 shares; 2024Q4: 20,915 shares; 2025Q1: 90,770 shares; 2025Q2: 99,910 shares; 2025Q3: 107,460 shares; 2025Q4: 108,415 shares; 2026Q1: 31,805 shares 31,805 $1.28M 0.02% -76,610 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,250 shares; 2026Q1: 25,550 shares 25,550 $1.27M 0.02% +12,300 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,601 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,928 shares; 2025Q4: 1,928 shares; 2026Q1: 2,048 shares 2,048 $1.26M 0.02% +120 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: 4,926 shares; 2024Q4: 4,841 shares; 2025Q1: 4,841 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares; 2025Q4: 7,300 shares; 2026Q1: 7,454 shares 7,454 $1.26M 0.02% +154 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 3,168 shares; 2025Q1: 3,504 shares; 2025Q2: 3,653 shares; 2025Q3: 4,362 shares; 2025Q4: 4,302 shares; 2026Q1: 4,407 shares 4,407 $1.23M 0.02% +105 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,436 shares; 2024Q4: 33,358 shares; 2025Q1: 17,440 shares; 2025Q2: 17,007 shares; 2025Q3: 15,495 shares; 2025Q4: 14,896 shares; 2026Q1: 18,488 shares 18,488 $1.23M 0.02% +3,592 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,958 shares; 2024Q4: 21,354 shares; 2025Q1: 21,746 shares; 2025Q2: 23,688 shares; 2025Q3: 20,798 shares; 2025Q4: 19,659 shares; 2026Q1: 19,545 shares 19,545 $1.23M 0.02% -114 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: 1,223 shares; 2024Q4: 1,192 shares; 2025Q1: 1,209 shares; 2025Q2: 1,197 shares; 2025Q3: 1,110 shares; 2025Q4: 1,147 shares; 2026Q1: 1,123 shares 1,123 $1.23M 0.02% -24 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: 6,323 shares; 2024Q4: 6,187 shares; 2025Q1: 4,457 shares; 2025Q2: 4,258 shares; 2025Q3: 2,662 shares; 2025Q4: 2,689 shares; 2026Q1: 1,740 shares 1,740 $1.22M 0.02% -949 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,472 shares; 2024Q4: 147,108 shares; 2025Q1: 145,322 shares; 2025Q2: 150,632 shares; 2025Q3: 134,923 shares; 2025Q4: 135,311 shares; 2026Q1: 158,528 shares 158,528 $1.22M 0.02% +23,217 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $1.22M 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,035 shares; 2024Q4: 25,509 shares; 2025Q1: 31,837 shares; 2025Q2: 26,619 shares; 2025Q3: 27,600 shares; 2025Q4: 28,219 shares; 2026Q1: 23,610 shares 23,610 $1.21M 0.02% -4,609 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,413 shares; 2025Q1: 2,315 shares; 2025Q2: 2,170 shares; 2025Q3: 2,162 shares; 2025Q4: 2,149 shares; 2026Q1: 3,373 shares 3,373 $1.21M 0.02% +1,224 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,431 shares; 2025Q1: 5,196 shares; 2025Q2: 6,911 shares; 2025Q3: 8,237 shares; 2025Q4: 8,196 shares; 2026Q1: 8,786 shares 8,786 $1.2M 0.02% +590 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: 4,634 shares; 2024Q4: 5,520 shares; 2025Q1: 4,575 shares; 2025Q2: 4,114 shares; 2025Q3: 3,784 shares; 2025Q4: 4,350 shares; 2026Q1: 4,285 shares 4,285 $1.19M 0.01% -65 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: 241,241 shares; 2024Q4: 55,670 shares; 2025Q1: 74,810 shares; 2025Q2: 71,002 shares; 2025Q3: 67,301 shares; 2025Q4: 65,739 shares; 2026Q1: 35,251 shares 35,251 $1.19M 0.01% -30,488 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 9,142 shares; 2025Q1: 8,714 shares; 2025Q2: 8,714 shares; 2025Q3: 8,714 shares; 2025Q4: 8,714 shares; 2026Q1: 8,400 shares 8,400 $1.19M 0.01% -314 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,080 shares; 2025Q4: 166,745 shares; 2026Q1: 49,442 shares 49,442 $1.18M 0.01% -117,303 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: 1,245 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,180 shares; 2025Q3: 1,187 shares; 2025Q4: 5,432 shares; 2026Q1: 6,660 shares 6,660 $1.18M 0.01% +1,228 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,785 shares; 2025Q1: 91,884 shares; 2025Q2: 269,709 shares; 2025Q3: 268,044 shares; 2025Q4: 208,209 shares; 2026Q1: 37,310 shares 37,310 $1.18M 0.01% -170,899 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 12,050 shares; 2025Q1: 25,538 shares; 2025Q2: 26,913 shares; 2025Q3: 27,862 shares; 2025Q4: 30,157 shares; 2026Q1: 29,857 shares 29,857 $1.17M 0.01% -300 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: 75,776 shares; 2024Q4: 61,237 shares; 2025Q1: 59,870 shares; 2025Q2: 59,289 shares; 2025Q3: 59,283 shares; 2025Q4: 69,680 shares; 2026Q1: 74,715 shares 74,715 $1.17M 0.01% +5,035 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,003 shares; 2025Q1: 5,351 shares; 2025Q2: 6,583 shares; 2025Q3: 6,436 shares; 2025Q4: 5,222 shares; 2026Q1: 10,547 shares 10,547 $1.17M 0.01% +5,325 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: 2,172 shares; 2024Q4: 2,312 shares; 2025Q1: 2,542 shares; 2025Q2: 2,437 shares; 2025Q3: 2,459 shares; 2025Q4: 3,653 shares; 2026Q1: 3,911 shares 3,911 $1.16M 0.01% +258 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,356 shares; 2025Q1: 5,356 shares; 2025Q2: 5,356 shares; 2025Q3: 5,356 shares; 2025Q4: 5,356 shares; 2026Q1: 5,356 shares 5,356 $1.15M 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,595 shares; 2024Q4: 13,317 shares; 2025Q1: 12,906 shares; 2025Q2: 11,706 shares; 2025Q3: 11,470 shares; 2025Q4: 11,223 shares; 2026Q1: 11,432 shares 11,432 $1.15M 0.01% +209 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 3,437 shares; 2025Q1: 4,557 shares; 2025Q2: 3,910 shares; 2025Q3: 3,720 shares; 2025Q4: 4,690 shares; 2026Q1: 4,191 shares 4,191 $1.14M 0.01% -499 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: 2,102 shares; 2024Q4: 2,366 shares; 2025Q1: 2,217 shares; 2025Q2: 2,298 shares; 2025Q3: 2,291 shares; 2025Q4: 2,236 shares; 2026Q1: 3,813 shares 3,813 $1.14M 0.01% +1,577 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 6,623 shares; 2025Q1: 7,447 shares; 2025Q2: 6,505 shares; 2025Q3: 7,486 shares; 2025Q4: 8,026 shares; 2026Q1: 9,206 shares 9,206 $1.13M 0.01% +1,180 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,390 shares; 2024Q4: 15,240 shares; 2025Q1: not reported; 2025Q2: 18,930 shares; 2025Q3: 54,484 shares; 2025Q4: 63,720 shares; 2026Q1: 23,935 shares 23,935 $1.13M 0.01% -39,785 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 11,929 shares 11,929 $1.13M 0.01% new 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: 9,349 shares; 2024Q4: 9,152 shares; 2025Q1: 9,152 shares; 2025Q2: 9,008 shares; 2025Q3: 9,257 shares; 2025Q4: 9,063 shares; 2026Q1: 9,482 shares 9,482 $1.12M 0.01% +419 Timeline GINN 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: 16,714 shares; 2024Q4: 16,714 shares; 2025Q1: 16,714 shares; 2025Q2: 16,714 shares; 2025Q3: 16,246 shares; 2025Q4: 16,246 shares; 2026Q1: 16,246 shares 16,246 $1.11M 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,892 shares; 2024Q4: 94,086 shares; 2025Q1: 62,390 shares; 2025Q2: 55,638 shares; 2025Q3: 44,196 shares; 2025Q4: 38,176 shares; 2026Q1: 26,139 shares 26,139 $1.11M 0.01% -12,037 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,763 shares; 2024Q4: 69,836 shares; 2025Q1: 106,097 shares; 2025Q2: 83,242 shares; 2025Q3: 84,286 shares; 2025Q4: 86,567 shares; 2026Q1: 95,686 shares 95,686 $1.1M 0.01% +9,119 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 6,031 shares; 2025Q1: 5,472 shares; 2025Q2: 5,401 shares; 2025Q3: 5,347 shares; 2025Q4: 5,372 shares; 2026Q1: 6,347 shares 6,347 $1.1M 0.01% +975 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,901 shares; 2024Q4: 108,534 shares; 2025Q1: 108,180 shares; 2025Q2: 109,812 shares; 2025Q3: 120,989 shares; 2025Q4: 121,038 shares; 2026Q1: 120,692 shares 120,692 $1.09M 0.01% -346 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,988 shares; 2025Q1: 2,973 shares; 2025Q2: 3,253 shares; 2025Q3: 3,908 shares; 2025Q4: 4,208 shares; 2026Q1: 3,858 shares 3,858 $1.09M 0.01% -350 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 5,866 shares; 2025Q1: 6,195 shares; 2025Q2: 6,161 shares; 2025Q3: 5,899 shares; 2025Q4: 5,951 shares; 2026Q1: 4,957 shares 4,957 $1.09M 0.01% -994 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,476 shares; 2025Q1: 5,451 shares; 2025Q2: 6,600 shares; 2025Q3: 4,707 shares; 2025Q4: 4,362 shares; 2026Q1: 2,801 shares 2,801 $1.09M 0.01% -1,561 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,780 shares; 2024Q4: 10,880 shares; 2025Q1: 10,780 shares; 2025Q2: 10,820 shares; 2025Q3: 10,820 shares; 2025Q4: 10,820 shares; 2026Q1: 10,820 shares 10,820 $1.08M 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 4,000 shares; 2025Q1: 4,510 shares; 2025Q2: 4,665 shares; 2025Q3: 6,519 shares; 2025Q4: 6,604 shares; 2026Q1: 7,158 shares 7,158 $1.08M 0.01% +554 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: 27,316 shares; 2024Q4: 23,555 shares; 2025Q1: 20,235 shares; 2025Q2: 17,055 shares; 2025Q3: 14,167 shares; 2025Q4: 13,869 shares; 2026Q1: 14,689 shares 14,689 $1.07M 0.01% +820 Timeline RSPG 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: 9,961 shares; 2025Q2: 9,939 shares; 2025Q3: 9,874 shares; 2025Q4: 9,781 shares; 2026Q1: 9,734 shares 9,734 $1.07M 0.01% -47 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,717 shares; 2024Q4: 236,364 shares; 2025Q1: 245,364 shares; 2025Q2: 262,428 shares; 2025Q3: 267,428 shares; 2025Q4: 247,128 shares; 2026Q1: 248,328 shares 248,328 $1.06M 0.01% +1,200 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,364 shares; 2025Q1: 1,879 shares; 2025Q2: 1,937 shares; 2025Q3: 1,842 shares; 2025Q4: 1,934 shares; 2026Q1: 1,949 shares 1,949 $1.05M 0.01% +15 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: 11,381 shares; 2024Q4: 11,835 shares; 2025Q1: 9,211 shares; 2025Q2: 8,964 shares; 2025Q3: 9,988 shares; 2025Q4: 8,554 shares; 2026Q1: 7,987 shares 7,987 $1.05M 0.01% -567 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,311 shares; 2025Q1: 8,498 shares; 2025Q2: 8,334 shares; 2025Q3: 9,028 shares; 2025Q4: 9,023 shares; 2026Q1: 9,305 shares 9,305 $1.03M 0.01% +282 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 2,697 shares; 2025Q1: 2,699 shares; 2025Q2: 2,241 shares; 2025Q3: 3,291 shares; 2025Q4: 3,332 shares; 2026Q1: 3,485 shares 3,485 $1.03M 0.01% +153 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,746 shares; 2024Q4: 36,430 shares; 2025Q1: 38,454 shares; 2025Q2: 28,480 shares; 2025Q3: 26,874 shares; 2025Q4: 26,649 shares; 2026Q1: 22,652 shares 22,652 $1.03M 0.01% -3,997 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: 10,811 shares; 2024Q4: 5,971 shares; 2025Q1: 38,265 shares; 2025Q2: 35,248 shares; 2025Q3: 14,438 shares; 2025Q4: 13,686 shares; 2026Q1: 12,610 shares 12,610 $1.03M 0.01% -1,076 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 8,898 shares; 2025Q1: 7,886 shares; 2025Q2: 6,860 shares; 2025Q3: 6,850 shares; 2025Q4: 7,066 shares; 2026Q1: 7,034 shares 7,034 $1.02M 0.01% -32 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,512 shares; 2024Q4: 69,372 shares; 2025Q1: 68,872 shares; 2025Q2: 82,951 shares; 2025Q3: 83,468 shares; 2025Q4: 87,412 shares; 2026Q1: 85,537 shares 85,537 $1.02M 0.01% -1,875 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,343 shares; 2025Q4: 2,920 shares; 2026Q1: 4,704 shares 4,704 $1.02M 0.01% +1,784 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 1,913 shares; 2025Q1: 1,877 shares; 2025Q2: 1,862 shares; 2025Q3: 1,881 shares; 2025Q4: 1,556 shares; 2026Q1: 1,034 shares 1,034 $1.01M 0.01% -522 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 9,405 shares; 2025Q3: 9,605 shares; 2025Q4: 8,705 shares; 2026Q1: 8,705 shares 8,705 $1.01M 0.01% 0 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: 4,937 shares; 2024Q4: 4,458 shares; 2025Q1: 4,121 shares; 2025Q2: 4,119 shares; 2025Q3: 4,684 shares; 2025Q4: 4,973 shares; 2026Q1: 5,122 shares 5,122 $1.01M 0.01% +149 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,458 shares; 2025Q1: 5,680 shares; 2025Q2: 6,584 shares; 2025Q3: 6,512 shares; 2025Q4: 6,661 shares; 2026Q1: 6,817 shares 6,817 $1.01M 0.01% +156 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 6,484 shares; 2025Q1: 6,381 shares; 2025Q2: 6,317 shares; 2025Q3: 6,057 shares; 2025Q4: 6,452 shares; 2026Q1: 6,614 shares 6,614 $1.01M 0.01% +162 Timeline IUSB 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: 38,772 shares; 2024Q4: 35,850 shares; 2025Q1: 30,135 shares; 2025Q2: 29,770 shares; 2025Q3: 28,835 shares; 2025Q4: 27,345 shares; 2026Q1: 21,705 shares 21,705 $1M 0.01% -5,640 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,857 shares; 2025Q1: 33,857 shares; 2025Q2: 33,857 shares; 2025Q3: 33,857 shares; 2025Q4: 33,857 shares; 2026Q1: 33,857 shares 33,857 $998K 0.01% 0 Timeline NOBL 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: 13,298 shares; 2024Q4: 14,090 shares; 2025Q1: 11,581 shares; 2025Q2: 12,082 shares; 2025Q3: 9,712 shares; 2025Q4: 16,922 shares; 2026Q1: 9,405 shares 9,405 $997K 0.01% -7,517 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 16,096 shares; 2025Q1: 23,278 shares; 2025Q2: 19,752 shares; 2025Q3: 23,038 shares; 2025Q4: 22,153 shares; 2026Q1: 20,151 shares 20,151 $987K 0.01% -2,002 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 8,682 shares; 2025Q1: 8,162 shares; 2025Q2: 9,855 shares; 2025Q3: 8,791 shares; 2025Q4: 8,243 shares; 2026Q1: 8,173 shares 8,173 $987K 0.01% -70 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: 27,979 shares; 2024Q4: 27,915 shares; 2025Q1: 30,094 shares; 2025Q2: 30,312 shares; 2025Q3: 29,509 shares; 2025Q4: 29,871 shares; 2026Q1: 29,667 shares 29,667 $985K 0.01% -204 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,844 shares; 2024Q4: 10,402 shares; 2025Q1: 10,152 shares; 2025Q2: 9,677 shares; 2025Q3: 9,596 shares; 2025Q4: 8,692 shares; 2026Q1: 9,197 shares 9,197 $982K 0.01% +505 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: 11,951 shares; 2024Q4: 14,506 shares; 2025Q1: 15,391 shares; 2025Q2: 14,473 shares; 2025Q3: 13,765 shares; 2025Q4: 11,099 shares; 2026Q1: 10,972 shares 10,972 $977K 0.01% -127 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,178 shares; 2024Q4: 19,532 shares; 2025Q1: 19,173 shares; 2025Q2: 18,958 shares; 2025Q3: 18,810 shares; 2025Q4: 17,081 shares; 2026Q1: 18,057 shares 18,057 $977K 0.01% +976 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,926 shares; 2024Q4: 39,980 shares; 2025Q1: 27,003 shares; 2025Q2: 24,626 shares; 2025Q3: 29,610 shares; 2025Q4: 26,337 shares; 2026Q1: 26,786 shares 26,786 $974K 0.01% +449 Timeline FV 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: 21,577 shares; 2024Q4: 16,406 shares; 2025Q1: 16,045 shares; 2025Q2: 16,046 shares; 2025Q3: 16,047 shares; 2025Q4: 15,660 shares; 2026Q1: 16,029 shares 16,029 $969K 0.01% +369 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 33,269 shares 33,269 $967K 0.01% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,885 shares; 2024Q4: 113,885 shares; 2025Q1: 113,735 shares; 2025Q2: 113,560 shares; 2025Q3: 110,880 shares; 2025Q4: 76,120 shares; 2026Q1: 17,095 shares 17,095 $966K 0.01% -59,025 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: 32,120 shares; 2024Q4: 12,565 shares; 2025Q1: 7,154 shares; 2025Q2: 7,556 shares; 2025Q3: 8,495 shares; 2025Q4: 10,759 shares; 2026Q1: 10,059 shares 10,059 $966K 0.01% -700 Timeline DXJ 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: 6,045 shares 6,045 $959K 0.01% new Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,384 shares; 2025Q1: 4,653 shares; 2025Q2: 8,783 shares; 2025Q3: 14,872 shares; 2025Q4: 18,027 shares; 2026Q1: 17,985 shares 17,985 $950K 0.01% -42 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: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,056 shares; 2025Q2: 1,025 shares; 2025Q3: 1,005 shares; 2025Q4: 2,163 shares; 2026Q1: 2,001 shares 2,001 $950K 0.01% -162 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,972 shares; 2025Q1: 62,972 shares; 2025Q2: 62,972 shares; 2025Q3: 62,972 shares; 2025Q4: 62,972 shares; 2026Q1: 62,972 shares 62,972 $942K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 22,635 shares; 2025Q1: 27,269 shares; 2025Q2: 29,133 shares; 2025Q3: 30,870 shares; 2025Q4: 31,305 shares; 2026Q1: 32,303 shares 32,303 $941K 0.01% +998 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: 6,521 shares; 2024Q4: 6,853 shares; 2025Q1: 6,859 shares; 2025Q2: 6,844 shares; 2025Q3: 6,912 shares; 2025Q4: 6,935 shares; 2026Q1: 6,894 shares 6,894 $938K 0.01% -41 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: 35,291 shares; 2024Q4: 33,327 shares; 2025Q1: 34,960 shares; 2025Q2: 36,134 shares; 2025Q3: 32,245 shares; 2025Q4: 21,432 shares; 2026Q1: 20,052 shares 20,052 $934K 0.01% -1,380 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,841 shares; 2024Q4: 99,937 shares; 2025Q1: 94,777 shares; 2025Q2: 91,190 shares; 2025Q3: 97,734 shares; 2025Q4: 95,650 shares; 2026Q1: 93,085 shares 93,085 $932K 0.01% -2,565 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: 4,074 shares; 2024Q4: 4,765 shares; 2025Q1: 3,856 shares; 2025Q2: 6,073 shares; 2025Q3: 4,813 shares; 2025Q4: 4,995 shares; 2026Q1: 6,197 shares 6,197 $932K 0.01% +1,202 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: 6,652 shares; 2024Q4: 6,350 shares; 2025Q1: 6,341 shares; 2025Q2: 6,205 shares; 2025Q3: 5,936 shares; 2025Q4: 6,499 shares; 2026Q1: 6,434 shares 6,434 $932K 0.01% -65 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: 6,931 shares; 2026Q1: 7,759 shares 7,759 $930K 0.01% +828 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,623 shares; 2025Q2: 11,596 shares; 2025Q3: 11,517 shares; 2025Q4: 11,404 shares; 2026Q1: 11,347 shares 11,347 $920K 0.01% -57 Timeline JULH 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: 40,383 shares; 2024Q4: 39,252 shares; 2025Q1: 39,252 shares; 2025Q2: 37,598 shares; 2025Q3: 37,320 shares; 2025Q4: 37,320 shares; 2026Q1: 36,914 shares 36,914 $911K 0.01% -406 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,634 shares; 2025Q1: 4,604 shares; 2025Q2: 4,404 shares; 2025Q3: 4,484 shares; 2025Q4: 4,520 shares; 2026Q1: 5,615 shares 5,615 $908K 0.01% +1,095 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 12,508 shares; 2025Q1: 10,541 shares; 2025Q2: 16,633 shares; 2025Q3: 18,495 shares; 2025Q4: 19,964 shares; 2026Q1: 19,721 shares 19,721 $903K 0.01% -243 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: 7,892 shares; 2024Q4: 9,633 shares; 2025Q1: 17,743 shares; 2025Q2: 12,116 shares; 2025Q3: 8,410 shares; 2025Q4: 8,175 shares; 2026Q1: 7,575 shares 7,575 $899K 0.01% -600 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,491 shares; 2024Q4: 84,491 shares; 2025Q1: 84,191 shares; 2025Q2: 84,191 shares; 2025Q3: 84,737 shares; 2025Q4: 79,954 shares; 2026Q1: 79,954 shares 79,954 $899K 0.01% 0 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: 158,881 shares; 2024Q4: 103,418 shares; 2025Q1: 147,688 shares; 2025Q2: 150,409 shares; 2025Q3: 25,128 shares; 2025Q4: 29,946 shares; 2026Q1: 24,425 shares 24,425 $898K 0.01% -5,521 Timeline FXD 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: 13,995 shares; 2024Q4: 13,750 shares; 2025Q1: 13,667 shares; 2025Q2: 13,667 shares; 2025Q3: 13,998 shares; 2025Q4: 13,998 shares; 2026Q1: 13,998 shares 13,998 $896K 0.01% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,086 shares; 2024Q4: 9,308 shares; 2025Q1: 8,659 shares; 2025Q2: 9,275 shares; 2025Q3: 9,152 shares; 2025Q4: 12,536 shares; 2026Q1: 12,489 shares 12,489 $894K 0.01% -47 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,424 shares; 2024Q4: 91,858 shares; 2025Q1: 101,684 shares; 2025Q2: 103,554 shares; 2025Q3: 98,467 shares; 2025Q4: 8,863 shares; 2026Q1: 9,439 shares 9,439 $886K 0.01% +576 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: 22,700 shares; 2025Q1: 44,450 shares; 2025Q2: 45,110 shares; 2025Q3: 172,953 shares; 2025Q4: 149,474 shares; 2026Q1: 17,060 shares 17,060 $886K 0.01% -132,414 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,895 shares; 2025Q1: 1,703 shares; 2025Q2: 1,819 shares; 2025Q3: 1,829 shares; 2025Q4: 1,892 shares; 2026Q1: 1,794 shares 1,794 $880K 0.01% -98 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,574 shares; 2026Q1: 12,733 shares 12,733 $877K 0.01% +8,159 Timeline HDV 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: 18,363 shares; 2024Q4: 20,181 shares; 2025Q1: 20,431 shares; 2025Q2: 20,181 shares; 2025Q3: 19,358 shares; 2025Q4: 6,258 shares; 2026Q1: 6,398 shares 6,398 $868K 0.01% +140 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,900 shares; 2024Q4: 59,870 shares; 2025Q1: 59,190 shares; 2025Q2: 49,745 shares; 2025Q3: 49,920 shares; 2025Q4: 62,115 shares; 2026Q1: 63,890 shares 63,890 $867K 0.01% +1,775 Timeline SPDW 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: 17,943 shares; 2024Q4: 20,215 shares; 2025Q1: 16,899 shares; 2025Q2: 18,216 shares; 2025Q3: 18,945 shares; 2025Q4: 18,946 shares; 2026Q1: 18,936 shares 18,936 $864K 0.01% -10 Timeline FNDA 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: 8,055 shares; 2024Q4: 18,410 shares; 2025Q1: 20,994 shares; 2025Q2: 22,726 shares; 2025Q3: 23,622 shares; 2025Q4: 23,653 shares; 2026Q1: 26,615 shares 26,615 $863K 0.01% +2,962 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,617 shares; 2025Q1: 4,447 shares; 2025Q2: 3,107 shares; 2025Q3: 3,099 shares; 2025Q4: 3,103 shares; 2026Q1: 8,203 shares 8,203 $862K 0.01% +5,100 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,663 shares; 2024Q4: 37,708 shares; 2025Q1: 34,673 shares; 2025Q2: 33,253 shares; 2025Q3: 33,213 shares; 2025Q4: 33,262 shares; 2026Q1: 31,873 shares 31,873 $858K 0.01% -1,389 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,282 shares; 2024Q4: 45,534 shares; 2025Q1: 44,069 shares; 2025Q2: 36,703 shares; 2025Q3: 29,381 shares; 2025Q4: 22,734 shares; 2026Q1: 23,032 shares 23,032 $853K 0.01% +298 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,841 shares; 2025Q1: 2,047 shares; 2025Q2: 2,053 shares; 2025Q3: 2,104 shares; 2025Q4: 2,086 shares; 2026Q1: 2,034 shares 2,034 $848K 0.01% -52 Timeline TDVI 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: 9,030 shares; 2025Q2: 22,336 shares; 2025Q3: 27,336 shares; 2025Q4: 27,767 shares; 2026Q1: 31,879 shares 31,879 $847K 0.01% +4,112 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,714 shares; 2026Q1: 40,707 shares 40,707 $845K 0.01% -1,007 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: 9,095 shares; 2024Q4: 9,060 shares; 2025Q1: 9,060 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares 9,240 $844K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,152 shares; 2025Q1: 5,005 shares; 2025Q2: 5,007 shares; 2025Q3: 5,021 shares; 2025Q4: 5,229 shares; 2026Q1: 6,986 shares 6,986 $844K 0.01% +1,757 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,524 shares; 2024Q4: 238,855 shares; 2025Q1: 247,005 shares; 2025Q2: 273,275 shares; 2025Q3: 260,830 shares; 2025Q4: 157,355 shares; 2026Q1: 247,110 shares 247,110 $843K 0.01% +89,755 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,296 shares 29,296 $841K 0.01% new 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: 15,079 shares; 2024Q4: 10,837 shares; 2025Q1: 11,535 shares; 2025Q2: 18,455 shares; 2025Q3: 19,322 shares; 2025Q4: 12,521 shares; 2026Q1: 12,922 shares 12,922 $840K 0.01% +401 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,937 shares; 2025Q1: 2,728 shares; 2025Q2: 2,901 shares; 2025Q3: 3,332 shares; 2025Q4: 3,361 shares; 2026Q1: 3,145 shares 3,145 $837K 0.01% -216 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,875 shares; 2026Q1: 17,900 shares 17,900 $832K 0.01% +4,025 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: 10,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,890 shares; 2025Q3: 24,900 shares; 2025Q4: 20,965 shares; 2026Q1: 32,603 shares 32,603 $831K 0.01% +11,638 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: 11,262 shares; 2024Q4: 10,690 shares; 2025Q1: 10,661 shares; 2025Q2: 10,206 shares; 2025Q3: 9,975 shares; 2025Q4: 10,151 shares; 2026Q1: 9,798 shares 9,798 $820K 0.01% -353 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: 4,844 shares; 2024Q4: 4,330 shares; 2025Q1: 4,298 shares; 2025Q2: 4,300 shares; 2025Q3: 4,302 shares; 2025Q4: 3,889 shares; 2026Q1: 3,983 shares 3,983 $820K 0.01% +94 Timeline BSCQ 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: 119,620 shares; 2024Q4: 881,257 shares; 2025Q1: 824,218 shares; 2025Q2: 100,072 shares; 2025Q3: 107,253 shares; 2025Q4: 113,123 shares; 2026Q1: 41,886 shares 41,886 $818K 0.01% -71,237 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: 8,084 shares; 2024Q4: 7,863 shares; 2025Q1: 7,769 shares; 2025Q2: 5,265 shares; 2025Q3: 5,482 shares; 2025Q4: 5,423 shares; 2026Q1: 5,537 shares 5,537 $817K 0.01% +114 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: 10,398 shares; 2024Q4: 10,546 shares; 2025Q1: 9,800 shares; 2025Q2: 10,846 shares; 2025Q3: 20,880 shares; 2025Q4: 18,131 shares; 2026Q1: 12,971 shares 12,971 $814K 0.01% -5,160 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 17,384 shares; 2025Q1: 15,054 shares; 2025Q2: 14,032 shares; 2025Q3: 13,290 shares; 2025Q4: 31,228 shares; 2026Q1: 32,888 shares 32,888 $813K 0.01% +1,660 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: 3,176 shares; 2024Q4: 3,144 shares; 2025Q1: 3,425 shares; 2025Q2: 3,547 shares; 2025Q3: 3,475 shares; 2025Q4: 3,486 shares; 2026Q1: 2,832 shares 2,832 $812K 0.01% -654 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 39,358 shares 39,358 $812K 0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 5,816 shares; 2025Q1: 5,937 shares; 2025Q2: 5,925 shares; 2025Q3: 6,801 shares; 2025Q4: 6,876 shares; 2026Q1: 7,229 shares 7,229 $803K 0.01% +353 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,338 shares; 2025Q3: 16,893 shares; 2025Q4: 16,893 shares; 2026Q1: 23,956 shares 23,956 $802K 0.01% +7,063 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: 13,973 shares; 2024Q4: 13,995 shares; 2025Q1: 13,652 shares; 2025Q2: 12,308 shares; 2025Q3: 11,146 shares; 2025Q4: 11,214 shares; 2026Q1: 11,061 shares 11,061 $801K 0.01% -153 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,113 shares; 2024Q4: 13,280 shares; 2025Q1: 14,290 shares; 2025Q2: 14,424 shares; 2025Q3: 36,681 shares; 2025Q4: 34,759 shares; 2026Q1: 48,602 shares 48,602 $799K 0.01% +13,843 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,507 shares; 2024Q4: 33,329 shares; 2025Q1: 37,236 shares; 2025Q2: 35,842 shares; 2025Q3: 38,530 shares; 2025Q4: 46,123 shares; 2026Q1: 45,400 shares 45,400 $798K 0.01% -723 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,946 shares; 2025Q1: 5,256 shares; 2025Q2: 5,179 shares; 2025Q3: 4,409 shares; 2025Q4: 4,516 shares; 2026Q1: 5,221 shares 5,221 $796K 0.01% +705 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,392 shares; 2025Q1: 14,559 shares; 2025Q2: 13,904 shares; 2025Q3: 12,515 shares; 2025Q4: 11,454 shares; 2026Q1: 11,586 shares 11,586 $787K 0.01% +132 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,145 shares; 2024Q4: 10,145 shares; 2025Q1: 10,145 shares; 2025Q2: 10,145 shares; 2025Q3: 10,145 shares; 2025Q4: 10,145 shares; 2026Q1: 10,632 shares 10,632 $786K 0.01% +487 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,293 shares; 2024Q4: 6,543 shares; 2025Q1: 12,366 shares; 2025Q2: 10,277 shares; 2025Q3: 8,582 shares; 2025Q4: 7,423 shares; 2026Q1: 7,224 shares 7,224 $785K 0.01% -199 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,004 shares; 2024Q4: 11,326 shares; 2025Q1: 15,635 shares; 2025Q2: 15,849 shares; 2025Q3: 14,813 shares; 2025Q4: 15,176 shares; 2026Q1: 12,785 shares 12,785 $782K 0.01% -2,391 Timeline EMLP 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: 21,011 shares; 2024Q4: 17,845 shares; 2025Q1: 17,847 shares; 2025Q2: 17,850 shares; 2025Q3: 17,852 shares; 2025Q4: 17,855 shares; 2026Q1: 17,857 shares 17,857 $780K 0.01% +2 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,424 shares; 2025Q3: 3,802 shares; 2025Q4: 3,223 shares; 2026Q1: 3,252 shares 3,252 $775K 0.01% +29 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,448 shares; 2024Q4: 41,448 shares; 2025Q1: 42,492 shares; 2025Q2: 40,473 shares; 2025Q3: 40,482 shares; 2025Q4: 40,480 shares; 2026Q1: 40,133 shares 40,133 $772K 0.01% -347 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: 19,673 shares; 2024Q4: 20,298 shares; 2025Q1: 6,840 shares; 2025Q2: 8,592 shares; 2025Q3: 7,606 shares; 2025Q4: 7,569 shares; 2026Q1: 7,846 shares 7,846 $768K 0.01% +277 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,007 shares; 2024Q4: 129,904 shares; 2025Q1: 123,703 shares; 2025Q2: 158,294 shares; 2025Q3: 158,639 shares; 2025Q4: 115,879 shares; 2026Q1: 115,734 shares 115,734 $766K 0.01% -145 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 16,353 shares; 2025Q1: 13,953 shares; 2025Q2: 10,400 shares; 2025Q3: 9,488 shares; 2025Q4: 10,774 shares; 2026Q1: 10,282 shares 10,282 $766K 0.01% -492 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 4,285 shares; 2025Q1: 4,161 shares; 2025Q2: 4,367 shares; 2025Q3: 4,261 shares; 2025Q4: 4,479 shares; 2026Q1: 3,868 shares 3,868 $765K 0.01% -611 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,053 shares; 2024Q4: 24,180 shares; 2025Q1: 19,112 shares; 2025Q2: 16,674 shares; 2025Q3: 14,944 shares; 2025Q4: 12,604 shares; 2026Q1: 12,252 shares 12,252 $760K 0.01% -352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,171 shares; 2026Q1: 10,096 shares 10,096 $759K 0.01% +4,925 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,696 shares 12,696 $756K 0.01% new Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 6,738 shares; 2025Q1: 6,629 shares; 2025Q2: 6,634 shares; 2025Q3: 6,638 shares; 2025Q4: 6,642 shares; 2026Q1: 6,729 shares 6,729 $753K 0.01% +87 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,399 shares; 2025Q4: 17,245 shares; 2026Q1: 20,882 shares 20,882 $751K 0.01% +3,637 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: 15,915 shares; 2024Q4: 15,900 shares; 2025Q1: 14,370 shares; 2025Q2: 14,370 shares; 2025Q3: 14,370 shares; 2025Q4: 15,305 shares; 2026Q1: 15,980 shares 15,980 $747K 0.01% +675 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,688 shares; 2025Q1: 4,852 shares; 2025Q2: 4,721 shares; 2025Q3: 4,731 shares; 2025Q4: 2,907 shares; 2026Q1: 4,556 shares 4,556 $747K 0.01% +1,649 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,135 shares; 2025Q1: 2,854 shares; 2025Q2: 3,778 shares; 2025Q3: 4,659 shares; 2025Q4: 6,443 shares; 2026Q1: 6,906 shares 6,906 $746K 0.01% +463 Timeline IEMG 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: 6,768 shares; 2024Q4: 5,569 shares; 2025Q1: 7,021 shares; 2025Q2: 6,925 shares; 2025Q3: 7,039 shares; 2025Q4: 7,280 shares; 2026Q1: 10,695 shares 10,695 $746K 0.01% +3,415 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,551 shares; 2025Q2: 5,538 shares; 2025Q3: 5,500 shares; 2025Q4: 5,446 shares; 2026Q1: 5,418 shares 5,418 $746K 0.01% -28 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,648 shares; 2024Q4: 34,783 shares; 2025Q1: 35,473 shares; 2025Q2: 37,953 shares; 2025Q3: 55,577 shares; 2025Q4: 53,864 shares; 2026Q1: 58,968 shares 58,968 $744K 0.01% +5,104 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: 326 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: 642 shares; 2026Q1: 676 shares 676 $739K 0.01% +34 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,529 shares; 2024Q4: 33,529 shares; 2025Q1: 39,360 shares; 2025Q2: 39,360 shares; 2025Q3: 39,360 shares; 2025Q4: 39,360 shares; 2026Q1: 45,728 shares 45,728 $739K 0.01% +6,368 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,851 shares; 2025Q4: 3,038 shares; 2026Q1: 3,103 shares 3,103 $737K 0.01% +65 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: 46,880 shares; 2024Q4: 60,014 shares; 2025Q1: 60,014 shares; 2025Q2: 11,219 shares; 2025Q3: 11,219 shares; 2025Q4: 16,905 shares; 2026Q1: 15,417 shares 15,417 $735K 0.01% -1,488 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,635 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $731K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,899 shares; 2025Q1: 2,892 shares; 2025Q2: 2,894 shares; 2025Q3: 2,895 shares; 2025Q4: 2,713 shares; 2026Q1: 3,247 shares 3,247 $729K 0.01% +534 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,096 shares; 2025Q1: 7,820 shares; 2025Q2: 8,662 shares; 2025Q3: 8,718 shares; 2025Q4: 8,773 shares; 2026Q1: 9,006 shares 9,006 $728K 0.01% +233 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,988 shares; 2024Q4: 173,066 shares; 2025Q1: 213,591 shares; 2025Q2: 215,041 shares; 2025Q3: 237,509 shares; 2025Q4: 238,790 shares; 2026Q1: 249,176 shares 249,176 $728K 0.01% +10,386 Timeline PAVE 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: 13,524 shares; 2024Q4: 14,766 shares; 2025Q1: 14,307 shares; 2025Q2: 14,355 shares; 2025Q3: 14,108 shares; 2025Q4: 14,108 shares; 2026Q1: 14,302 shares 14,302 $727K 0.01% +194 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,918 shares; 2025Q1: 4,837 shares; 2025Q2: 4,841 shares; 2025Q3: 5,111 shares; 2025Q4: 5,169 shares; 2026Q1: 4,599 shares 4,599 $724K 0.01% -570 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,224 shares; 2024Q4: 15,226 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 13,000 shares 13,000 $724K 0.01% -2,000 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,899 shares; 2024Q4: 11,373 shares; 2025Q1: 10,713 shares; 2025Q2: 10,713 shares; 2025Q3: 10,713 shares; 2025Q4: 10,713 shares; 2026Q1: 10,699 shares 10,699 $723K 0.01% -14 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 19,532 shares; 2026Q1: 20,611 shares 20,611 $717K 0.01% +1,079 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: 13,199 shares; 2024Q4: 13,103 shares; 2025Q1: 5,663 shares; 2025Q2: 11,859 shares; 2025Q3: 11,726 shares; 2025Q4: 12,945 shares; 2026Q1: 9,274 shares 9,274 $715K 0.01% -3,671 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,529 shares; 2024Q4: 105,439 shares; 2025Q1: 95,693 shares; 2025Q2: 8,359 shares; 2025Q3: 8,207 shares; 2025Q4: 7,770 shares; 2026Q1: 7,764 shares 7,764 $711K 0.01% -6 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,375 shares; 2024Q4: 15,375 shares; 2025Q1: 15,375 shares; 2025Q2: 16,575 shares; 2025Q3: 16,485 shares; 2025Q4: 27,303 shares; 2026Q1: 29,038 shares 29,038 $708K 0.01% +1,735 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares; 2026Q1: 120,000 shares 120,000 $708K 0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,705 shares; 2025Q4: 2,197 shares; 2026Q1: 3,188 shares 3,188 $708K 0.01% +991 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,180 shares; 2025Q1: 3,092 shares; 2025Q2: 3,104 shares; 2025Q3: 3,135 shares; 2025Q4: 3,167 shares; 2026Q1: 3,050 shares 3,050 $708K 0.01% -117 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 8,128 shares; 2025Q1: 8,540 shares; 2025Q2: 6,840 shares; 2025Q3: 6,759 shares; 2025Q4: 6,909 shares; 2026Q1: 5,609 shares 5,609 $704K 0.01% -1,300 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: 11,534 shares; 2024Q4: 10,482 shares; 2025Q1: 8,102 shares; 2025Q2: 7,382 shares; 2025Q3: 6,871 shares; 2025Q4: 5,259 shares; 2026Q1: 6,579 shares 6,579 $703K 0.01% +1,320 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 14,281 shares; 2025Q1: 14,186 shares; 2025Q2: 16,947 shares; 2025Q3: 16,869 shares; 2025Q4: 16,869 shares; 2026Q1: 16,869 shares 16,869 $700K 0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 11,261 shares; 2025Q1: 10,020 shares; 2025Q2: 7,914 shares; 2025Q3: 7,099 shares; 2025Q4: 6,136 shares; 2026Q1: 5,808 shares 5,808 $697K 0.01% -328 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 5,836 shares; 2025Q1: 8,552 shares; 2025Q2: 8,383 shares; 2025Q3: 10,067 shares; 2025Q4: 17,912 shares; 2026Q1: 20,592 shares 20,592 $695K 0.01% +2,680 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 9,825 shares; 2025Q1: 7,348 shares; 2025Q2: 9,360 shares; 2025Q3: 10,372 shares; 2025Q4: 9,819 shares; 2026Q1: 9,720 shares 9,720 $691K 0.01% -99 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 6,116 shares; 2025Q1: 6,065 shares; 2025Q2: 7,223 shares; 2025Q3: 6,877 shares; 2025Q4: 5,313 shares; 2026Q1: 7,334 shares 7,334 $690K 0.01% +2,021 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,025 shares; 2025Q2: 34,985 shares; 2025Q3: 27,635 shares; 2025Q4: 27,440 shares; 2026Q1: 25,280 shares 25,280 $687K 0.01% -2,160 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,463 shares; 2025Q1: 6,237 shares; 2025Q2: 6,502 shares; 2025Q3: 5,476 shares; 2025Q4: 5,417 shares; 2026Q1: 8,135 shares 8,135 $686K 0.01% +2,718 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: 954 shares; 2024Q4: 948 shares; 2025Q1: 893 shares; 2025Q2: 748 shares; 2025Q3: 541 shares; 2025Q4: 530 shares; 2026Q1: 887 shares 887 $686K 0.01% +357 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,652 shares; 2025Q1: 4,588 shares; 2025Q2: 3,838 shares; 2025Q3: 3,518 shares; 2025Q4: 2,925 shares; 2026Q1: 2,759 shares 2,759 $685K 0.01% -166 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,514 shares; 2025Q1: 6,127 shares; 2025Q2: 6,127 shares; 2025Q3: 6,197 shares; 2025Q4: 6,197 shares; 2026Q1: 6,208 shares 6,208 $681K 0.01% +11 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,608 shares 9,608 $681K 0.01% new Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 7,428 shares; 2025Q1: 7,428 shares; 2025Q2: 6,370 shares; 2025Q3: 6,370 shares; 2025Q4: 12,075 shares; 2026Q1: 12,075 shares 12,075 $680K 0.01% 0 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,195 shares; 2024Q4: 70,685 shares; 2025Q1: 67,509 shares; 2025Q2: 63,089 shares; 2025Q3: 53,419 shares; 2025Q4: 45,449 shares; 2026Q1: 45,235 shares 45,235 $679K 0.01% -214 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 3,968 shares; 2025Q1: 20,022 shares; 2025Q2: 4,780 shares; 2025Q3: 4,693 shares; 2025Q4: 4,924 shares; 2026Q1: 5,960 shares 5,960 $679K 0.01% +1,036 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: 10,220 shares; 2024Q4: 8,973 shares; 2025Q1: 10,488 shares; 2025Q2: 10,865 shares; 2025Q3: 10,420 shares; 2025Q4: 10,365 shares; 2026Q1: 8,012 shares 8,012 $678K 0.01% -2,353 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,626 shares; 2026Q1: 8,943 shares 8,943 $674K 0.01% +2,317 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6,105 shares; 2025Q1: 5,995 shares; 2025Q2: 6,477 shares; 2025Q3: 6,465 shares; 2025Q4: 6,469 shares; 2026Q1: 5,614 shares 5,614 $670K 0.01% -855 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: 3,301 shares; 2025Q4: 3,516 shares; 2026Q1: 9,441 shares 9,441 $669K 0.01% +5,925 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: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 2,999 shares; 2026Q1: 4,083 shares 4,083 $668K 0.01% +1,084 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,360 shares 13,360 $665K 0.01% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,158 shares; 2024Q4: 39,583 shares; 2025Q1: 35,958 shares; 2025Q2: 35,758 shares; 2025Q3: 35,758 shares; 2025Q4: 35,758 shares; 2026Q1: 37,258 shares 37,258 $664K 0.01% +1,500 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,617 shares; 2025Q1: 3,317 shares; 2025Q2: 3,317 shares; 2025Q3: 3,117 shares; 2025Q4: 3,117 shares; 2026Q1: 3,241 shares 3,241 $660K 0.01% +124 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $656K 0.01% 0 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,440 shares; 2025Q2: 15,890 shares; 2025Q3: 15,890 shares; 2025Q4: 14,600 shares; 2026Q1: 14,600 shares 14,600 $652K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,431 shares; 2025Q1: 6,431 shares; 2025Q2: 6,431 shares; 2025Q3: 6,327 shares; 2025Q4: 6,656 shares; 2026Q1: 6,525 shares 6,525 $652K 0.01% -131 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,278 shares; 2024Q4: 30,678 shares; 2025Q1: 38,730 shares; 2025Q2: 41,098 shares; 2025Q3: 39,268 shares; 2025Q4: 13,986 shares; 2026Q1: 30,065 shares 30,065 $650K 0.01% +16,079 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 8,846 shares; 2025Q1: 7,782 shares; 2025Q2: 8,149 shares; 2025Q3: 8,422 shares; 2025Q4: 9,246 shares; 2026Q1: 12,422 shares 12,422 $649K 0.01% +3,176 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,987 shares; 2025Q3: 10,637 shares; 2025Q4: 3,085 shares; 2026Q1: 10,075 shares 10,075 $647K 0.01% +6,990 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 17,064 shares 17,064 $646K 0.01% +11,464 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,704 shares; 2025Q4: 13,475 shares; 2026Q1: 13,720 shares 13,720 $645K 0.01% +245 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,894 shares; 2024Q4: 13,999 shares; 2025Q1: 14,805 shares; 2025Q2: 14,893 shares; 2025Q3: 12,960 shares; 2025Q4: 12,885 shares; 2026Q1: 12,649 shares 12,649 $644K 0.01% -236 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: 14,829 shares; 2024Q4: 14,327 shares; 2025Q1: 12,821 shares; 2025Q2: 11,872 shares; 2025Q3: 11,283 shares; 2025Q4: 8,505 shares; 2026Q1: 8,534 shares 8,534 $642K 0.01% +29 Timeline FGD 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: 12,503 shares; 2024Q4: 10,765 shares; 2025Q1: 10,765 shares; 2025Q2: 10,765 shares; 2025Q3: 10,765 shares; 2025Q4: 10,765 shares; 2026Q1: 20,092 shares 20,092 $642K 0.01% +9,327 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,364 shares; 2024Q4: 107,371 shares; 2025Q1: 98,570 shares; 2025Q2: 93,629 shares; 2025Q3: 95,046 shares; 2025Q4: 93,893 shares; 2026Q1: 11,225 shares 11,225 $637K 0.01% -82,668 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 11,932 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,188 shares; 2025Q4: 37,790 shares; 2026Q1: 37,735 shares 37,735 $634K 0.01% -55 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,015 shares; 2025Q1: 1,976 shares; 2025Q2: 1,942 shares; 2025Q3: 1,895 shares; 2025Q4: 1,752 shares; 2026Q1: 2,017 shares 2,017 $634K 0.01% +265 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 4,474 shares; 2025Q1: 4,555 shares; 2025Q2: 4,855 shares; 2025Q3: 4,599 shares; 2025Q4: 4,643 shares; 2026Q1: 4,312 shares 4,312 $631K 0.01% -331 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: 16,952 shares; 2024Q4: 16,782 shares; 2025Q1: 19,850 shares; 2025Q2: 18,850 shares; 2025Q3: 18,443 shares; 2025Q4: 19,167 shares; 2026Q1: 16,318 shares 16,318 $623K 0.01% -2,849 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,407 shares; 2026Q1: 6,567 shares 6,567 $618K 0.01% +4,160 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,234 shares; 2025Q1: 2,156 shares; 2025Q2: 2,103 shares; 2025Q3: 2,488 shares; 2025Q4: 2,770 shares; 2026Q1: 3,169 shares 3,169 $617K 0.01% +399 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,074 shares; 2024Q4: 157,627 shares; 2025Q1: 161,640 shares; 2025Q2: 125,555 shares; 2025Q3: 117,449 shares; 2025Q4: 120,951 shares; 2026Q1: 122,344 shares 122,344 $615K 0.01% +1,393 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 13,265 shares; 2025Q1: 13,265 shares; 2025Q2: 13,265 shares; 2025Q3: 13,795 shares; 2025Q4: 13,970 shares; 2026Q1: 14,455 shares 14,455 $615K 0.01% +485 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 36,702 shares; 2025Q1: 32,729 shares; 2025Q2: 27,900 shares; 2025Q3: 25,956 shares; 2025Q4: 22,555 shares; 2026Q1: 23,395 shares 23,395 $610K 0.01% +840 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 7,591 shares; 2025Q1: 7,415 shares; 2025Q2: 10,432 shares; 2025Q3: 11,542 shares; 2025Q4: 11,151 shares; 2026Q1: 12,024 shares 12,024 $609K 0.01% +873 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 5,852 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,610 shares; 2025Q4: 5,573 shares; 2026Q1: 5,473 shares 5,473 $604K 0.01% -100 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 8,009 shares; 2025Q1: 5,688 shares; 2025Q2: 5,135 shares; 2025Q3: 5,042 shares; 2025Q4: 5,144 shares; 2026Q1: 5,095 shares 5,095 $603K 0.01% -49 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,165 shares; 2025Q1: 1,692 shares; 2025Q2: 1,973 shares; 2025Q3: 2,080 shares; 2025Q4: 2,168 shares; 2026Q1: 2,584 shares 2,584 $603K 0.01% +416 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 836 shares; 2025Q1: 458 shares; 2025Q2: 434 shares; 2025Q3: 448 shares; 2025Q4: 396 shares; 2026Q1: 408 shares 408 $601K 0.01% +12 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,281 shares; 2024Q4: 103,169 shares; 2025Q1: 111,214 shares; 2025Q2: 43,865 shares; 2025Q3: 21,357 shares; 2025Q4: 16,221 shares; 2026Q1: 15,438 shares 15,438 $600K 0.01% -783 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: 11,315 shares; 2024Q4: 12,233 shares; 2025Q1: 12,273 shares; 2025Q2: 8,623 shares; 2025Q3: 8,723 shares; 2025Q4: 8,423 shares; 2026Q1: 9,659 shares 9,659 $595K 0.01% +1,236 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: 2,145 shares; 2024Q4: 2,189 shares; 2025Q1: 2,172 shares; 2025Q2: 1,781 shares; 2025Q3: 1,365 shares; 2025Q4: 1,367 shares; 2026Q1: 1,336 shares 1,336 $594K 0.01% -31 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 20,077 shares; 2025Q1: 6,915 shares; 2025Q2: 6,929 shares; 2025Q3: 6,813 shares; 2025Q4: 6,375 shares; 2026Q1: 6,247 shares 6,247 $593K 0.01% -128 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 8,906 shares; 2025Q1: 8,906 shares; 2025Q2: 9,306 shares; 2025Q3: 9,306 shares; 2025Q4: 7,723 shares; 2026Q1: 7,856 shares 7,856 $591K 0.01% +133 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,451 shares; 2026Q1: 11,576 shares 11,576 $590K 0.01% +3,125 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,031 shares; 2024Q4: 12,130 shares; 2025Q1: 11,691 shares; 2025Q2: 11,451 shares; 2025Q3: 9,889 shares; 2025Q4: 7,162 shares; 2026Q1: 6,056 shares 6,056 $588K 0.01% -1,106 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: 3,633 shares; 2025Q1: 2,565 shares; 2025Q2: 2,947 shares; 2025Q3: 3,289 shares; 2025Q4: 2,945 shares; 2026Q1: 2,895 shares 2,895 $588K 0.01% -50 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,491 shares; 2024Q4: 9,241 shares; 2025Q1: 9,422 shares; 2025Q2: 10,110 shares; 2025Q3: 9,860 shares; 2025Q4: 9,860 shares; 2026Q1: 9,860 shares 9,860 $587K 0.01% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,277 shares; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 6,125 shares; 2026Q1: 6,125 shares 6,125 $587K 0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 7,853 shares; 2025Q1: 8,109 shares; 2025Q2: 6,347 shares; 2025Q3: 4,902 shares; 2025Q4: 4,462 shares; 2026Q1: 6,497 shares 6,497 $585K 0.01% +2,035 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,689 shares; 2024Q4: 8,939 shares; 2025Q1: 73,398 shares; 2025Q2: 8,973 shares; 2025Q3: 8,944 shares; 2025Q4: 13,803 shares; 2026Q1: 13,634 shares 13,634 $585K 0.01% -169 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: 11,019 shares; 2025Q1: 9,650 shares; 2025Q2: 10,096 shares; 2025Q3: 9,848 shares; 2025Q4: 10,200 shares; 2026Q1: 9,303 shares 9,303 $582K 0.01% -897 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,654 shares; 2025Q1: 3,594 shares; 2025Q2: 3,694 shares; 2025Q3: 3,420 shares; 2025Q4: 3,418 shares; 2026Q1: 3,404 shares 3,404 $582K 0.01% -14 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 750 shares; 2025Q1: 733 shares; 2025Q2: 661 shares; 2025Q3: 648 shares; 2025Q4: 634 shares; 2026Q1: 793 shares 793 $577K 0.01% +159 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,656 shares; 2024Q4: 13,308 shares; 2025Q1: 11,977 shares; 2025Q2: 11,870 shares; 2025Q3: 11,776 shares; 2025Q4: 12,165 shares; 2026Q1: 12,868 shares 12,868 $573K 0.01% +703 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: 3,796 shares; 2024Q4: 3,150 shares; 2025Q1: 1,629 shares; 2025Q2: 1,606 shares; 2025Q3: 1,299 shares; 2025Q4: 1,327 shares; 2026Q1: 1,446 shares 1,446 $570K 0.01% +119 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: 3,567 shares; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 2,282 shares; 2026Q1: 2,300 shares 2,300 $568K 0.01% +18 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: 5,730 shares; 2024Q4: 5,332 shares; 2025Q1: 5,090 shares; 2025Q2: 5,018 shares; 2025Q3: 4,868 shares; 2025Q4: 4,795 shares; 2026Q1: 4,743 shares 4,743 $561K 0.01% -52 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,064 shares; 2025Q1: 2,891 shares; 2025Q2: 3,997 shares; 2025Q3: 5,070 shares; 2025Q4: 5,030 shares; 2026Q1: 5,030 shares 5,030 $560K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,443 shares; 2024Q4: 7,248 shares; 2025Q1: 7,366 shares; 2025Q2: 8,133 shares; 2025Q3: 10,307 shares; 2025Q4: 9,571 shares; 2026Q1: 4,460 shares 4,460 $560K 0.01% -5,111 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,078 shares; 2024Q4: 6,095 shares; 2025Q1: 6,713 shares; 2025Q2: 7,148 shares; 2025Q3: 7,234 shares; 2025Q4: not reported; 2026Q1: 8,065 shares 8,065 $555K 0.01% new Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,050 shares; 2024Q4: 86,040 shares; 2025Q1: 85,490 shares; 2025Q2: 85,275 shares; 2025Q3: 68,029 shares; 2025Q4: 67,489 shares; 2026Q1: 75,159 shares 75,159 $555K 0.01% +7,670 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,378 shares; 2025Q3: 2,269 shares; 2025Q4: 2,655 shares; 2026Q1: 2,406 shares 2,406 $554K 0.01% -249 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,186 shares; 2025Q1: 2,691 shares; 2025Q2: 2,665 shares; 2025Q3: 2,577 shares; 2025Q4: 2,628 shares; 2026Q1: 2,602 shares 2,602 $549K 0.01% -26 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,461 shares 6,461 $548K 0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,465 shares; 2024Q4: 11,779 shares; 2025Q1: 9,257 shares; 2025Q2: 8,931 shares; 2025Q3: 8,931 shares; 2025Q4: 8,731 shares; 2026Q1: 8,732 shares 8,732 $546K 0.01% +1 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 76,041 shares; 2025Q1: 73,294 shares; 2025Q2: 22,051 shares; 2025Q3: 8,638 shares; 2025Q4: 5,089 shares; 2026Q1: 6,060 shares 6,060 $546K 0.01% +971 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: 14,395 shares; 2024Q4: 14,983 shares; 2025Q1: 15,113 shares; 2025Q2: 12,708 shares; 2025Q3: 11,434 shares; 2025Q4: 13,014 shares; 2026Q1: 8,578 shares 8,578 $546K 0.01% -4,436 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 8,657 shares; 2025Q1: 8,795 shares; 2025Q2: 27,795 shares; 2025Q3: 18,895 shares; 2025Q4: 18,633 shares; 2026Q1: 8,533 shares 8,533 $545K 0.01% -10,100 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,971 shares; 2024Q4: not reported; 2025Q1: 6,676 shares; 2025Q2: 21,898 shares; 2025Q3: 21,973 shares; 2025Q4: 13,675 shares; 2026Q1: 20,454 shares 20,454 $541K 0.01% +6,779 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 10,783 shares; 2025Q1: 10,713 shares; 2025Q2: 10,875 shares; 2025Q3: 10,958 shares; 2025Q4: 11,196 shares; 2026Q1: 11,176 shares 11,176 $540K 0.01% -20 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,230 shares; 2025Q1: 28,061 shares; 2025Q2: 4,806 shares; 2025Q3: 3,868 shares; 2025Q4: 3,837 shares; 2026Q1: 3,845 shares 3,845 $535K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,192 shares 44,192 $533K 0.01% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,045 shares; 2025Q1: 5,343 shares; 2025Q2: 6,422 shares; 2025Q3: 7,123 shares; 2025Q4: 7,498 shares; 2026Q1: 6,361 shares 6,361 $532K 0.01% -1,137 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,675 shares; 2025Q4: 8,619 shares; 2026Q1: 9,401 shares 9,401 $531K 0.01% +782 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,250 shares 5,250 $531K 0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 1,663 shares; 2025Q1: 1,852 shares; 2025Q2: 1,636 shares; 2025Q3: 1,859 shares; 2025Q4: 1,743 shares; 2026Q1: 1,821 shares 1,821 $529K 0.01% +78 Timeline BBEU 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: 3,056 shares; 2026Q1: 7,299 shares 7,299 $529K 0.01% +4,243 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,926 shares; 2024Q4: 14,940 shares; 2025Q1: 14,180 shares; 2025Q2: 11,087 shares; 2025Q3: 10,983 shares; 2025Q4: 9,796 shares; 2026Q1: 9,796 shares 9,796 $527K 0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 4,360 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,750 shares; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares 4,280 $526K 0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 2,267 shares; 2025Q1: 4,415 shares; 2025Q2: 4,154 shares; 2025Q3: 6,334 shares; 2025Q4: 3,956 shares; 2026Q1: 2,874 shares 2,874 $526K 0.01% -1,082 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 9,687 shares; 2025Q1: 9,587 shares; 2025Q2: 9,590 shares; 2025Q3: 9,594 shares; 2025Q4: 9,598 shares; 2026Q1: 9,356 shares 9,356 $526K 0.01% -242 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: 10,060 shares; 2025Q1: 16,834 shares; 2025Q2: 10,061 shares; 2025Q3: 10,787 shares; 2025Q4: 10,787 shares; 2026Q1: 10,776 shares 10,776 $526K 0.01% -11 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: 1,575 shares; 2024Q4: 1,745 shares; 2025Q1: 1,697 shares; 2025Q2: 1,699 shares; 2025Q3: 1,792 shares; 2025Q4: 1,858 shares; 2026Q1: 1,845 shares 1,845 $523K 0.01% -13 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 7,032 shares; 2025Q1: 6,874 shares; 2025Q2: 6,874 shares; 2025Q3: 6,874 shares; 2025Q4: 6,874 shares; 2026Q1: 6,874 shares 6,874 $523K 0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS 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: 8,490 shares 8,490 $522K 0.01% new 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: 749 shares; 2025Q3: 782 shares; 2025Q4: 908 shares; 2026Q1: 994 shares 994 $518K 0.01% +86 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: 3,707 shares; 2024Q4: 3,707 shares; 2025Q1: 3,744 shares; 2025Q2: 3,744 shares; 2025Q3: 3,744 shares; 2025Q4: 3,744 shares; 2026Q1: 3,744 shares 3,744 $518K 0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 4,707 shares; 2025Q1: 4,607 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,082 shares; 2026Q1: 4,082 shares 4,082 $510K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,690 shares; 2024Q4: 18,906 shares; 2025Q1: 18,114 shares; 2025Q2: 17,630 shares; 2025Q3: 20,179 shares; 2025Q4: 15,978 shares; 2026Q1: 12,964 shares 12,964 $509K 0.01% -3,014 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: 5,836 shares; 2025Q2: 4,767 shares; 2025Q3: 4,522 shares; 2025Q4: 5,242 shares; 2026Q1: 7,307 shares 7,307 $506K 0.01% +2,065 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 6,041 shares; 2025Q1: 6,042 shares; 2025Q2: 5,699 shares; 2025Q3: 5,499 shares; 2025Q4: 4,939 shares; 2026Q1: 9,476 shares 9,476 $506K 0.01% +4,537 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,389 shares; 2025Q1: 19,336 shares; 2025Q2: 21,231 shares; 2025Q3: 23,869 shares; 2025Q4: 23,869 shares; 2026Q1: 30,417 shares 30,417 $495K 0.01% +6,548 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: 3,280 shares; 2024Q4: 2,985 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 3,383 shares 3,383 $493K 0.01% +613 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,363 shares; 2024Q4: 14,363 shares; 2025Q1: 14,151 shares; 2025Q2: 14,151 shares; 2025Q3: 14,151 shares; 2025Q4: 11,821 shares; 2026Q1: 11,821 shares 11,821 $493K 0.01% 0 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: 2,711 shares; 2024Q4: 3,902 shares; 2025Q1: 3,968 shares; 2025Q2: 3,990 shares; 2025Q3: 4,076 shares; 2025Q4: 4,139 shares; 2026Q1: 5,260 shares 5,260 $493K 0.01% +1,121 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,286 shares; 2024Q4: 39,890 shares; 2025Q1: 37,270 shares; 2025Q2: 34,729 shares; 2025Q3: 26,925 shares; 2025Q4: 20,594 shares; 2026Q1: 17,745 shares 17,745 $487K 0.01% -2,849 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,331 shares; 2025Q4: 29,227 shares; 2026Q1: 28,895 shares 28,895 $487K 0.01% -332 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,725 shares; 2025Q1: 4,710 shares; 2025Q2: 4,735 shares; 2025Q3: 5,090 shares; 2025Q4: 5,222 shares; 2026Q1: 6,309 shares 6,309 $486K 0.01% +1,087 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,043 shares 3,043 $486K 0.01% +25 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,785 shares; 2026Q1: 6,370 shares 6,370 $485K 0.01% -5,415 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,875 shares 5,875 $485K 0.01% +875 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 4,196 shares; 2025Q1: 4,040 shares; 2025Q2: 2,411 shares; 2025Q3: 3,585 shares; 2025Q4: 3,363 shares; 2026Q1: 4,525 shares 4,525 $481K 0.01% +1,162 Timeline FXR 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: 6,369 shares; 2024Q4: 6,453 shares; 2025Q1: 6,029 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares; 2025Q4: 5,883 shares; 2026Q1: 5,883 shares 5,883 $480K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,531 shares; 2025Q1: 2,522 shares; 2025Q2: 2,525 shares; 2025Q3: 2,387 shares; 2025Q4: 2,376 shares; 2026Q1: 2,888 shares 2,888 $480K 0.01% +512 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: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,981 shares; 2025Q2: 3,144 shares; 2025Q3: 3,386 shares; 2025Q4: 3,440 shares; 2026Q1: 3,532 shares 3,532 $478K 0.01% +92 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,227 shares; 2025Q4: 3,216 shares; 2026Q1: 3,524 shares 3,524 $477K 0.01% +308 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 6,260 shares; 2025Q4: 6,520 shares; 2026Q1: 6,620 shares 6,620 $475K 0.01% +100 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,181 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 2,869 shares; 2025Q4: 2,708 shares; 2026Q1: 2,545 shares 2,545 $475K 0.01% -163 Timeline GSIG GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $474K 0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,498 shares; 2025Q1: 3,206 shares; 2025Q2: 4,377 shares; 2025Q3: 3,236 shares; 2025Q4: 3,288 shares; 2026Q1: 3,544 shares 3,544 $472K 0.01% +256 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: 635 shares; 2025Q3: 699 shares; 2025Q4: 845 shares; 2026Q1: 1,425 shares 1,425 $471K 0.01% +580 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,167 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares; 2026Q1: 1,154 shares 1,154 $470K 0.01% +35 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: not reported; 2025Q2: 4,253 shares; 2025Q3: 4,243 shares; 2025Q4: 4,543 shares; 2026Q1: 4,413 shares 4,413 $470K 0.01% -130 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 1,000 shares; 2026Q1: 1,505 shares 1,505 $470K 0.01% +505 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 6,791 shares; 2025Q1: 6,791 shares; 2025Q2: 5,858 shares; 2025Q3: 5,657 shares; 2025Q4: 5,661 shares; 2026Q1: 5,166 shares 5,166 $468K 0.01% -495 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,769 shares; 2025Q1: 2,756 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 5,201 shares; 2026Q1: 10,103 shares 10,103 $466K 0.01% +4,902 Timeline GBIL 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: 14,743 shares; 2024Q4: 9,748 shares; 2025Q1: 9,748 shares; 2025Q2: 9,748 shares; 2025Q3: 8,728 shares; 2025Q4: 8,672 shares; 2026Q1: 4,638 shares 4,638 $465K 0.01% -4,034 Timeline BBAX 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: 7,776 shares 7,776 $462K 0.01% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,063 shares; 2024Q4: 56,665 shares; 2025Q1: 44,500 shares; 2025Q2: 39,050 shares; 2025Q3: 40,025 shares; 2025Q4: 33,075 shares; 2026Q1: 31,725 shares 31,725 $459K 0.01% -1,350 Timeline PHYL PGIM ETF TR More: the full row for PGIM 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: 13,164 shares; 2025Q3: 13,300 shares; 2025Q4: 12,003 shares; 2026Q1: 13,174 shares 13,174 $456K 0.01% +1,171 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,121 shares; 2024Q4: 10,693 shares; 2025Q1: 9,362 shares; 2025Q2: 9,537 shares; 2025Q3: 10,213 shares; 2025Q4: 10,219 shares; 2026Q1: 10,384 shares 10,384 $455K 0.01% +165 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,200 shares; 2024Q4: 56,534 shares; 2025Q1: 55,609 shares; 2025Q2: 64,732 shares; 2025Q3: 58,606 shares; 2025Q4: 52,715 shares; 2026Q1: 24,745 shares 24,745 $454K 0.01% -27,970 Timeline SPYM 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: 3,668 shares; 2025Q1: 3,968 shares; 2025Q2: not reported; 2025Q3: 5,655 shares; 2025Q4: 21,805 shares; 2026Q1: 5,920 shares 5,920 $453K 0.01% -15,885 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,701 shares; 2025Q1: 3,793 shares; 2025Q2: 3,516 shares; 2025Q3: 3,584 shares; 2025Q4: 3,618 shares; 2026Q1: 3,579 shares 3,579 $453K 0.01% -39 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 8,556 shares; 2025Q1: 9,219 shares; 2025Q2: 9,236 shares; 2025Q3: 9,236 shares; 2025Q4: 9,791 shares; 2026Q1: 9,774 shares 9,774 $452K 0.01% -17 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,212 shares; 2025Q4: 1,944 shares; 2026Q1: 2,596 shares 2,596 $451K 0.01% +652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,963 shares; 2026Q1: 8,907 shares 8,907 $445K 0.01% +3,944 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,358 shares; 2024Q4: 13,358 shares; 2025Q1: 13,014 shares; 2025Q2: 13,020 shares; 2025Q3: 13,118 shares; 2025Q4: 5,962 shares; 2026Q1: 5,956 shares 5,956 $443K 0.01% -6 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,786 shares; 2024Q4: 12,451 shares; 2025Q1: 10,888 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,442 shares; 2026Q1: 19,150 shares 19,150 $442K 0.01% +6,708 Timeline JEMA 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: 11,650 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $442K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 599 shares; 2025Q1: 213 shares; 2025Q2: 212 shares; 2025Q3: 208 shares; 2025Q4: 207 shares; 2026Q1: 231 shares 231 $442K 0.01% +24 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,086 shares; 2024Q4: 14,159 shares; 2025Q1: 32,964 shares; 2025Q2: 20,148 shares; 2025Q3: 28,433 shares; 2025Q4: 29,108 shares; 2026Q1: 52,022 shares 52,022 $441K 0.01% +22,914 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: not reported; 2025Q1: 6,258 shares; 2025Q2: 8,143 shares; 2025Q3: 8,182 shares; 2025Q4: 7,244 shares; 2026Q1: 8,134 shares 8,134 $439K 0.01% +890 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 12,018 shares; 2025Q1: 11,114 shares; 2025Q2: 10,022 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 2,859 shares 2,859 $438K 0.01% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,067 shares; 2026Q1: 19,034 shares 19,034 $437K 0.01% -1,033 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 2,345 shares; 2025Q4: 3,654 shares; 2026Q1: 3,277 shares 3,277 $436K 0.01% -377 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 13,517 shares; 2025Q1: 18,201 shares; 2025Q2: 19,800 shares; 2025Q3: 19,994 shares; 2025Q4: 18,588 shares; 2026Q1: 19,617 shares 19,617 $436K 0.01% +1,029 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED 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: 5,239 shares 5,239 $435K 0.01% new 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: 18,173 shares; 2025Q1: 17,433 shares; 2025Q2: 15,653 shares; 2025Q3: 21,485 shares; 2025Q4: 17,752 shares; 2026Q1: 25,559 shares 25,559 $435K 0.01% +7,807 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 9,097 shares; 2025Q1: 15,459 shares; 2025Q2: 15,435 shares; 2025Q3: 13,044 shares; 2025Q4: 17,700 shares; 2026Q1: 13,556 shares 13,556 $434K 0.01% -4,144 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,213 shares 10,213 $433K 0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,165 shares; 2025Q1: 2,048 shares; 2025Q2: 1,895 shares; 2025Q3: 2,104 shares; 2025Q4: 2,160 shares; 2026Q1: 2,149 shares 2,149 $433K 0.01% -11 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,934 shares 15,934 $430K 0.01% new 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: 3,750 shares; 2024Q4: 3,362 shares; 2025Q1: 3,378 shares; 2025Q2: 3,385 shares; 2025Q3: 3,396 shares; 2025Q4: 3,410 shares; 2026Q1: 3,342 shares 3,342 $429K 0.01% -68 Timeline PMMF 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: 4,250 shares 4,250 $427K 0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,702 shares; 2024Q4: 13,902 shares; 2025Q1: 13,677 shares; 2025Q2: 12,602 shares; 2025Q3: 12,602 shares; 2025Q4: 12,002 shares; 2026Q1: 12,002 shares 12,002 $426K 0.01% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,138 shares; 2025Q4: 2,232 shares; 2026Q1: 3,700 shares 3,700 $425K 0.01% +1,468 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 11,026 shares; 2025Q1: 5,195 shares; 2025Q2: 3,240 shares; 2025Q3: 2,918 shares; 2025Q4: 4,393 shares; 2026Q1: 6,021 shares 6,021 $424K 0.01% +1,628 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 10,432 shares; 2025Q1: 10,890 shares; 2025Q2: 10,865 shares; 2025Q3: 10,865 shares; 2025Q4: 12,139 shares; 2026Q1: 10,848 shares 10,848 $424K 0.01% -1,291 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: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: 1,970 shares; 2025Q2: 1,822 shares; 2025Q3: 1,594 shares; 2025Q4: 1,654 shares; 2026Q1: 2,219 shares 2,219 $423K 0.01% +565 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: 2,328 shares; 2024Q4: 2,303 shares; 2025Q1: 1,761 shares; 2025Q2: 1,780 shares; 2025Q3: 1,659 shares; 2025Q4: 2,072 shares; 2026Q1: 1,945 shares 1,945 $421K 0.01% -127 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: 12,302 shares; 2025Q1: 12,634 shares; 2025Q2: 10,927 shares; 2025Q3: 8,282 shares; 2025Q4: 7,861 shares; 2026Q1: 6,424 shares 6,424 $421K 0.01% -1,437 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,195 shares; 2024Q4: 28,849 shares; 2025Q1: 29,029 shares; 2025Q2: 32,917 shares; 2025Q3: 26,809 shares; 2025Q4: 41,807 shares; 2026Q1: 23,624 shares 23,624 $420K 0.01% -18,183 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,327 shares 2,327 $418K 0.01% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,475 shares; 2024Q4: 26,475 shares; 2025Q1: 28,475 shares; 2025Q2: 30,475 shares; 2025Q3: 14,075 shares; 2025Q4: 10,075 shares; 2026Q1: 32,600 shares 32,600 $417K 0.01% +22,525 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,070 shares; 2025Q1: 6,199 shares; 2025Q2: 6,876 shares; 2025Q3: 6,710 shares; 2025Q4: 10,593 shares; 2026Q1: 10,153 shares 10,153 $411K 0.01% -440 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 1,039 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,012 shares; 2025Q4: 1,014 shares; 2026Q1: 1,226 shares 1,226 $409K 0.01% +212 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: 90,471 shares; 2024Q4: 16,221 shares; 2025Q1: 13,593 shares; 2025Q2: 10,626 shares; 2025Q3: 7,964 shares; 2025Q4: 5,568 shares; 2026Q1: 5,057 shares 5,057 $407K 0.01% -511 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 20,417 shares; 2025Q3: 20,688 shares; 2025Q4: 19,536 shares; 2026Q1: 21,629 shares 21,629 $407K 0.01% +2,093 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,852 shares; 2024Q4: 26,852 shares; 2025Q1: 26,852 shares; 2025Q2: 31,621 shares; 2025Q3: 31,643 shares; 2025Q4: 36,668 shares; 2026Q1: 36,695 shares 36,695 $404K 0.01% +27 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 1,907 shares; 2025Q1: 1,972 shares; 2025Q2: 1,664 shares; 2025Q3: 1,757 shares; 2025Q4: 1,340 shares; 2026Q1: 1,464 shares 1,464 $403K 0.01% +124 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 2,518 shares; 2025Q1: 2,255 shares; 2025Q2: 2,176 shares; 2025Q3: 2,079 shares; 2025Q4: 2,538 shares; 2026Q1: 2,693 shares 2,693 $403K 0.01% +155 Timeline DJUL 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: 8,585 shares; 2024Q4: 8,585 shares; 2025Q1: 8,585 shares; 2025Q2: 8,585 shares; 2025Q3: 8,585 shares; 2025Q4: 8,585 shares; 2026Q1: 8,585 shares 8,585 $401K 0.01% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: 4,410 shares; 2026Q1: 5,216 shares 5,216 $401K 0.01% +806 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,773 shares; 2025Q1: 3,803 shares; 2025Q2: 3,778 shares; 2025Q3: 3,473 shares; 2025Q4: 3,381 shares; 2026Q1: 2,587 shares 2,587 $401K 0.01% -794 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares; 2025Q4: 4,036 shares; 2026Q1: 3,916 shares 3,916 $400K 0.01% -120 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 1,977 shares; 2025Q1: 2,095 shares; 2025Q2: 1,505 shares; 2025Q3: 1,496 shares; 2025Q4: 2,341 shares; 2026Q1: 1,504 shares 1,504 $400K <0.01% -837 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 7,408 shares; 2025Q1: 7,144 shares; 2025Q2: 8,293 shares; 2025Q3: 9,438 shares; 2025Q4: 8,623 shares; 2026Q1: 8,895 shares 8,895 $399K <0.01% +272 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: 4,427 shares; 2025Q4: 3,744 shares; 2026Q1: 9,373 shares 9,373 $399K <0.01% +5,629 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,642 shares; 2026Q1: 48,642 shares 48,642 $396K <0.01% 0 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: 4,319 shares; 2025Q2: 4,408 shares; 2025Q3: 4,129 shares; 2025Q4: 4,328 shares; 2026Q1: 3,527 shares 3,527 $395K <0.01% -801 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,908 shares; 2025Q1: 2,934 shares; 2025Q2: not reported; 2025Q3: 3,578 shares; 2025Q4: 2,715 shares; 2026Q1: 4,761 shares 4,761 $395K <0.01% +2,046 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,735 shares; 2024Q4: 12,050 shares; 2025Q1: 12,051 shares; 2025Q2: 11,962 shares; 2025Q3: 11,481 shares; 2025Q4: 11,919 shares; 2026Q1: 11,459 shares 11,459 $395K <0.01% -460 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: 24,750 shares; 2024Q4: 23,599 shares; 2025Q1: 16,958 shares; 2025Q2: 13,305 shares; 2025Q3: 4,719 shares; 2025Q4: 3,287 shares; 2026Q1: 3,491 shares 3,491 $394K <0.01% +204 Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637,283 shares; 2024Q4: 566,035 shares; 2025Q1: 473,627 shares; 2025Q2: 443,858 shares; 2025Q3: 267,658 shares; 2025Q4: 119,239 shares; 2026Q1: 64,411 shares 64,411 $394K <0.01% -54,828 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: 7,789 shares; 2024Q4: 7,540 shares; 2025Q1: 7,544 shares; 2025Q2: 7,214 shares; 2025Q3: 7,254 shares; 2025Q4: 6,663 shares; 2026Q1: 4,960 shares 4,960 $394K <0.01% -1,703 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,882 shares 11,882 $394K <0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,055 shares; 2024Q4: 41,009 shares; 2025Q1: 40,351 shares; 2025Q2: 42,536 shares; 2025Q3: 41,520 shares; 2025Q4: 41,390 shares; 2026Q1: 39,229 shares 39,229 $393K <0.01% -2,161 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,678 shares 7,678 $393K <0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,029 shares; 2025Q1: 3,837 shares; 2025Q2: 3,519 shares; 2025Q3: 3,205 shares; 2025Q4: 3,305 shares; 2026Q1: 3,485 shares 3,485 $393K <0.01% +180 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,700 shares; 2024Q4: 30,700 shares; 2025Q1: 30,700 shares; 2025Q2: 28,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares; 2026Q1: 41,500 shares 41,500 $392K <0.01% +2,500 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: 9,000 shares; 2024Q4: 8,300 shares; 2025Q1: 8,100 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 6,800 shares 6,800 $392K <0.01% -1,200 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 4,966 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,090 shares; 2025Q4: 7,780 shares; 2026Q1: 7,710 shares 7,710 $391K <0.01% -70 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: 105,240 shares; 2024Q4: 22,775 shares; 2025Q1: 16,562 shares; 2025Q2: 13,626 shares; 2025Q3: 13,652 shares; 2025Q4: 13,168 shares; 2026Q1: 9,998 shares 9,998 $390K <0.01% -3,170 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 9,913 shares; 2025Q1: 8,822 shares; 2025Q2: 8,980 shares; 2025Q3: 6,266 shares; 2025Q4: 5,815 shares; 2026Q1: 6,584 shares 6,584 $389K <0.01% +769 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,855 shares; 2024Q4: 9,055 shares; 2025Q1: 18,152 shares; 2025Q2: 18,192 shares; 2025Q3: 18,237 shares; 2025Q4: 14,280 shares; 2026Q1: 14,316 shares 14,316 $389K <0.01% +36 Timeline SJNK 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: 24,118 shares; 2024Q4: 23,667 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,057 shares; 2026Q1: 15,398 shares 15,398 $385K <0.01% -659 Timeline DRIV 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: 12,526 shares; 2024Q4: 12,526 shares; 2025Q1: 12,545 shares; 2025Q2: 12,545 shares; 2025Q3: 12,556 shares; 2025Q4: 12,556 shares; 2026Q1: 12,563 shares 12,563 $383K <0.01% +7 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 3,341 shares; 2026Q1: 3,946 shares 3,946 $383K <0.01% +605 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,361 shares; 2025Q1: 5,244 shares; 2025Q2: 5,246 shares; 2025Q3: 5,249 shares; 2025Q4: 5,228 shares; 2026Q1: 4,379 shares 4,379 $381K <0.01% -849 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,076 shares 8,076 $379K <0.01% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,275 shares; 2026Q1: 16,275 shares 16,275 $374K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,186 shares; 2025Q1: 4,188 shares; 2025Q2: 4,191 shares; 2025Q3: 4,193 shares; 2025Q4: 3,845 shares; 2026Q1: 3,639 shares 3,639 $372K <0.01% -206 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: 15,646 shares; 2024Q4: 15,745 shares; 2025Q1: 55,654 shares; 2025Q2: 57,595 shares; 2025Q3: 18,140 shares; 2025Q4: 18,055 shares; 2026Q1: 15,679 shares 15,679 $370K <0.01% -2,376 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: not reported; 2024Q4: 2,869 shares; 2025Q1: 45,268 shares; 2025Q2: 20,317 shares; 2025Q3: 6,862 shares; 2025Q4: 4,192 shares; 2026Q1: 4,847 shares 4,847 $370K <0.01% +655 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,544 shares; 2024Q4: 14,154 shares; 2025Q1: 8,238 shares; 2025Q2: 7,933 shares; 2025Q3: 7,903 shares; 2025Q4: 7,697 shares; 2026Q1: 7,516 shares 7,516 $368K <0.01% -181 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 11,433 shares; 2025Q1: 7,491 shares; 2025Q2: 7,330 shares; 2025Q3: 7,435 shares; 2025Q4: 7,500 shares; 2026Q1: 7,115 shares 7,115 $365K <0.01% -385 Timeline JMST 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: 13,039 shares; 2025Q3: 14,899 shares; 2025Q4: 10,199 shares; 2026Q1: 7,149 shares 7,149 $364K <0.01% -3,050 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 2,166 shares; 2025Q3: 2,306 shares; 2025Q4: 2,766 shares; 2026Q1: 3,085 shares 3,085 $364K <0.01% +319 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,749 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,371 shares 3,371 $363K <0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,010 shares; 2025Q1: 1,937 shares; 2025Q2: 6,120 shares; 2025Q3: 5,786 shares; 2025Q4: 6,076 shares; 2026Q1: 5,396 shares 5,396 $362K <0.01% -680 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $362K <0.01% 0 Timeline XSD 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: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,109 shares 1,109 $362K <0.01% -43 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,517 shares; 2025Q1: 3,121 shares; 2025Q2: 2,359 shares; 2025Q3: 1,964 shares; 2025Q4: 1,654 shares; 2026Q1: 2,098 shares 2,098 $360K <0.01% +444 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 7,838 shares; 2025Q1: 8,057 shares; 2025Q2: 8,934 shares; 2025Q3: 9,105 shares; 2025Q4: 10,883 shares; 2026Q1: 16,723 shares 16,723 $359K <0.01% +5,840 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,815 shares; 2024Q4: 9,520 shares; 2025Q1: 8,900 shares; 2025Q2: 10,153 shares; 2025Q3: 15,018 shares; 2025Q4: 9,433 shares; 2026Q1: 9,433 shares 9,433 $359K <0.01% 0 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: 4,790 shares; 2024Q4: 4,502 shares; 2025Q1: 3,246 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 4,075 shares; 2026Q1: 4,075 shares 4,075 $358K <0.01% 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: 2,413 shares; 2024Q4: 2,408 shares; 2025Q1: 2,379 shares; 2025Q2: 2,545 shares; 2025Q3: 2,552 shares; 2025Q4: 2,441 shares; 2026Q1: 1,932 shares 1,932 $357K <0.01% -509 Timeline JIRE 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: 3,970 shares; 2026Q1: 4,705 shares 4,705 $356K <0.01% +735 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: 1,718 shares; 2024Q4: 1,733 shares; 2025Q1: 1,722 shares; 2025Q2: 1,472 shares; 2025Q3: 1,575 shares; 2025Q4: 2,112 shares; 2026Q1: 1,727 shares 1,727 $356K <0.01% -385 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,128 shares; 2024Q4: 12,798 shares; 2025Q1: 12,248 shares; 2025Q2: 12,228 shares; 2025Q3: 12,183 shares; 2025Q4: 11,803 shares; 2026Q1: 11,803 shares 11,803 $356K <0.01% 0 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: 669 shares; 2024Q4: 603 shares; 2025Q1: 582 shares; 2025Q2: 549 shares; 2025Q3: 531 shares; 2025Q4: 505 shares; 2026Q1: 587 shares 587 $355K <0.01% +82 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: 10,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,889 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,272 shares 4,272 $354K <0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 1,118 shares; 2025Q3: 1,108 shares; 2025Q4: 1,136 shares; 2026Q1: 1,182 shares 1,182 $353K <0.01% +46 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: 1,771 shares; 2024Q4: 1,739 shares; 2025Q1: 2,294 shares; 2025Q2: 1,683 shares; 2025Q3: 1,216 shares; 2025Q4: 1,202 shares; 2026Q1: 1,158 shares 1,158 $352K <0.01% -44 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,723 shares; 2026Q1: 9,723 shares 9,723 $352K <0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,597 shares 4,597 $351K <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,467 shares 9,467 $350K <0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,020 shares; 2024Q4: 21,481 shares; 2025Q1: 20,950 shares; 2025Q2: 19,898 shares; 2025Q3: 4,857 shares; 2025Q4: 4,440 shares; 2026Q1: 6,546 shares 6,546 $350K <0.01% +2,106 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,462 shares; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: 1,338 shares; 2025Q4: 1,389 shares; 2026Q1: 1,691 shares 1,691 $350K <0.01% +302 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 4,660 shares; 2025Q1: 4,582 shares; 2025Q2: 4,522 shares; 2025Q3: 6,426 shares; 2025Q4: 7,160 shares; 2026Q1: 6,800 shares 6,800 $348K <0.01% -360 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: 3,536 shares; 2024Q4: 2,726 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,157 shares; 2026Q1: 1,929 shares 1,929 $346K <0.01% -228 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,550 shares 4,550 $344K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,833 shares 4,833 $344K <0.01% new Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,757 shares; 2024Q4: 12,989 shares; 2025Q1: 12,489 shares; 2025Q2: 12,889 shares; 2025Q3: 12,564 shares; 2025Q4: 14,105 shares; 2026Q1: 9,549 shares 9,549 $343K <0.01% -4,556 Timeline MLN 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: 19,708 shares; 2024Q4: 19,881 shares; 2025Q1: 20,888 shares; 2025Q2: 21,503 shares; 2025Q3: 21,088 shares; 2025Q4: 20,667 shares; 2026Q1: 19,561 shares 19,561 $341K <0.01% -1,106 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,035 shares; 2024Q4: 16,185 shares; 2025Q1: 15,985 shares; 2025Q2: 16,485 shares; 2025Q3: 16,485 shares; 2025Q4: 16,485 shares; 2026Q1: 9,335 shares 9,335 $339K <0.01% -7,150 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,875 shares; 2024Q4: 30,111 shares; 2025Q1: 30,932 shares; 2025Q2: 31,263 shares; 2025Q3: 36,888 shares; 2025Q4: 39,012 shares; 2026Q1: 40,445 shares 40,445 $339K <0.01% +1,433 Timeline CGSM 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: 43,365 shares; 2024Q4: 44,805 shares; 2025Q1: 43,855 shares; 2025Q2: 11,995 shares; 2025Q3: 11,940 shares; 2025Q4: 13,075 shares; 2026Q1: 12,890 shares 12,890 $339K <0.01% -185 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: 2,781 shares; 2024Q4: 3,488 shares; 2025Q1: 3,008 shares; 2025Q2: 2,966 shares; 2025Q3: 2,846 shares; 2025Q4: 2,816 shares; 2026Q1: 2,875 shares 2,875 $338K <0.01% +59 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: 32,543 shares; 2024Q4: 32,477 shares; 2025Q1: 32,430 shares; 2025Q2: 31,830 shares; 2025Q3: 35,620 shares; 2025Q4: 23,422 shares; 2026Q1: 6,702 shares 6,702 $337K <0.01% -16,720 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares; 2025Q4: 1,020 shares; 2026Q1: 1,345 shares 1,345 $337K <0.01% +325 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,210 shares; 2024Q4: 10,535 shares; 2025Q1: 11,710 shares; 2025Q2: 36,610 shares; 2025Q3: 42,020 shares; 2025Q4: 38,926 shares; 2026Q1: 40,148 shares 40,148 $335K <0.01% +1,222 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: 4,593 shares; 2024Q4: 4,504 shares; 2025Q1: 4,445 shares; 2025Q2: 3,976 shares; 2025Q3: 4,051 shares; 2025Q4: 4,071 shares; 2026Q1: 5,511 shares 5,511 $333K <0.01% +1,440 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 19,220 shares; 2025Q3: 19,279 shares; 2025Q4: 16,200 shares; 2026Q1: 62,417 shares 62,417 $332K <0.01% +46,217 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,545 shares; 2025Q3: 7,371 shares; 2025Q4: 2,802 shares; 2026Q1: 3,534 shares 3,534 $332K <0.01% +732 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 7,575 shares; 2025Q1: 7,575 shares; 2025Q2: 7,575 shares; 2025Q3: 6,191 shares; 2025Q4: 3,811 shares; 2026Q1: 3,811 shares 3,811 $330K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares; 2025Q4: 2,799 shares; 2026Q1: 4,122 shares 4,122 $330K <0.01% +1,323 Timeline ATI ATI INC More: the full row for ATI 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: 2,267 shares 2,267 $330K <0.01% new Timeline