ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 16,229 shares; 2025Q1: 17,007 shares; 2025Q2: 18,053 shares; 2025Q3: 19,798 shares; 2025Q4: 20,603 shares; 2026Q1: 21,902 shares 21,902 $5.24M 0.03% +1,299 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 34,730 shares; 2025Q1: 151,747 shares; 2025Q2: 106,331 shares; 2025Q3: 111,068 shares; 2025Q4: 118,406 shares; 2026Q1: 122,184 shares 122,184 $5.19M 0.03% +3,778 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: 141,635 shares; 2024Q4: 236,005 shares; 2025Q1: 231,176 shares; 2025Q2: 208,733 shares; 2025Q3: 198,354 shares; 2025Q4: 211,304 shares; 2026Q1: 207,337 shares 207,337 $5.18M 0.03% -3,967 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,644 shares; 2024Q4: 66,474 shares; 2025Q1: 66,573 shares; 2025Q2: 70,887 shares; 2025Q3: 71,333 shares; 2025Q4: 72,366 shares; 2026Q1: 68,510 shares 68,510 $5.17M 0.03% -3,856 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,990 shares; 2026Q1: 90,453 shares 90,453 $5.15M 0.03% +7,463 Timeline IAI 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: 26,970 shares; 2024Q4: 28,448 shares; 2025Q1: 27,660 shares; 2025Q2: 28,543 shares; 2025Q3: 33,206 shares; 2025Q4: 34,173 shares; 2026Q1: 31,265 shares 31,265 $5.13M 0.03% -2,908 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261,384 shares 261,384 $5.12M 0.03% new Timeline ANGL 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: 88,758 shares; 2024Q4: 92,048 shares; 2025Q1: 117,107 shares; 2025Q2: 143,719 shares; 2025Q3: 168,711 shares; 2025Q4: 181,431 shares; 2026Q1: 177,783 shares 177,783 $5.11M 0.03% -3,648 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,069 shares; 2024Q4: 16,402 shares; 2025Q1: 315,074 shares; 2025Q2: 27,367 shares; 2025Q3: 23,991 shares; 2025Q4: 6,137 shares; 2026Q1: 294,386 shares 294,386 $5.1M 0.03% +288,249 Timeline ILCG 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: 60,686 shares; 2024Q4: 60,990 shares; 2025Q1: 54,796 shares; 2025Q2: 54,121 shares; 2025Q3: 54,452 shares; 2025Q4: 53,152 shares; 2026Q1: 53,390 shares 53,390 $5.1M 0.03% +238 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 21,787 shares; 2025Q1: 28,215 shares; 2025Q2: 56,240 shares; 2025Q3: 79,476 shares; 2025Q4: 96,685 shares; 2026Q1: 127,938 shares 127,938 $5.09M 0.03% +31,253 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: 221,875 shares; 2024Q4: 247,973 shares; 2025Q1: 266,992 shares; 2025Q2: 264,808 shares; 2025Q3: 191,758 shares; 2025Q4: 152,898 shares; 2026Q1: 143,421 shares 143,421 $5.08M 0.03% -9,477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,423 shares; 2025Q3: 161,022 shares; 2025Q4: 178,879 shares; 2026Q1: 191,624 shares 191,624 $5.04M 0.03% +12,745 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,342 shares; 2024Q4: 15,478 shares; 2025Q1: 15,843 shares; 2025Q2: 8,198 shares; 2025Q3: 9,407 shares; 2025Q4: 11,048 shares; 2026Q1: 11,525 shares 11,525 $4.98M 0.03% +477 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 9,273 shares; 2025Q1: 9,236 shares; 2025Q2: 11,066 shares; 2025Q3: 15,525 shares; 2025Q4: 20,206 shares; 2026Q1: 21,621 shares 21,621 $4.98M 0.03% +1,415 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 204,193 shares; 2025Q2: 201,291 shares; 2025Q3: 208,097 shares; 2025Q4: 214,430 shares; 2026Q1: 216,163 shares 216,163 $4.97M 0.03% +1,733 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,054 shares; 2025Q1: 1,378 shares; 2025Q2: 1,347 shares; 2025Q3: 1,380 shares; 2025Q4: 11,560 shares; 2026Q1: 13,072 shares 13,072 $4.97M 0.03% +1,512 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,986 shares; 2024Q4: 18,251 shares; 2025Q1: 18,126 shares; 2025Q2: 21,148 shares; 2025Q3: 23,927 shares; 2025Q4: 24,184 shares; 2026Q1: 37,685 shares 37,685 $4.95M 0.03% +13,501 Timeline SPTL 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: 170,690 shares; 2024Q4: 179,349 shares; 2025Q1: 182,774 shares; 2025Q2: 163,360 shares; 2025Q3: 179,009 shares; 2025Q4: 182,024 shares; 2026Q1: 187,169 shares 187,169 $4.92M 0.03% +5,145 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,629 shares; 2024Q4: 29,024 shares; 2025Q1: 26,296 shares; 2025Q2: 59,981 shares; 2025Q3: 51,948 shares; 2025Q4: 65,741 shares; 2026Q1: 68,388 shares 68,388 $4.91M 0.03% +2,647 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,178 shares; 2024Q4: 92,381 shares; 2025Q1: 102,030 shares; 2025Q2: 106,110 shares; 2025Q3: 113,894 shares; 2025Q4: 110,889 shares; 2026Q1: 122,251 shares 122,251 $4.91M 0.03% +11,362 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,716 shares; 2024Q4: 108,103 shares; 2025Q1: 113,418 shares; 2025Q2: 130,598 shares; 2025Q3: 149,964 shares; 2025Q4: 161,197 shares; 2026Q1: 170,637 shares 170,637 $4.91M 0.03% +9,440 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: 9,908 shares; 2024Q4: 10,206 shares; 2025Q1: 10,954 shares; 2025Q2: 15,657 shares; 2025Q3: 22,966 shares; 2025Q4: 23,271 shares; 2026Q1: 25,023 shares 25,023 $4.89M 0.02% +1,752 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: 25,035 shares; 2024Q4: 22,754 shares; 2025Q1: 22,475 shares; 2025Q2: 21,717 shares; 2025Q3: 31,077 shares; 2025Q4: 21,493 shares; 2026Q1: 21,684 shares 21,684 $4.87M 0.02% +191 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: 30,782 shares; 2024Q4: 33,008 shares; 2025Q1: 32,525 shares; 2025Q2: 36,208 shares; 2025Q3: 37,590 shares; 2025Q4: 38,701 shares; 2026Q1: 45,571 shares 45,571 $4.83M 0.02% +6,870 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,603 shares; 2024Q4: 70,634 shares; 2025Q1: 84,112 shares; 2025Q2: 47,814 shares; 2025Q3: 48,951 shares; 2025Q4: 61,785 shares; 2026Q1: 68,470 shares 68,470 $4.82M 0.02% +6,685 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,020 shares; 2024Q4: 80,739 shares; 2025Q1: 79,599 shares; 2025Q2: 109,059 shares; 2025Q3: 123,123 shares; 2025Q4: 124,096 shares; 2026Q1: 123,681 shares 123,681 $4.81M 0.02% -415 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 75,095 shares 75,095 $4.78M 0.02% +74,082 Timeline SEPI SCM TRUST More: the full row for SCM 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: 189,723 shares 189,723 $4.75M 0.02% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 87,281 shares; 2025Q4: 154,197 shares; 2026Q1: 187,196 shares 187,196 $4.71M 0.02% +32,999 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,216 shares; 2024Q4: 86,011 shares; 2025Q1: 94,198 shares; 2025Q2: 171,799 shares; 2025Q3: 209,222 shares; 2025Q4: 222,231 shares; 2026Q1: 233,157 shares 233,157 $4.69M 0.02% +10,926 Timeline DTH 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: 87,058 shares; 2024Q4: 87,974 shares; 2025Q1: 90,007 shares; 2025Q2: 88,032 shares; 2025Q3: 88,400 shares; 2025Q4: 85,869 shares; 2026Q1: 86,082 shares 86,082 $4.66M 0.02% +213 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,626 shares; 2025Q2: 56,819 shares; 2025Q3: 62,600 shares; 2025Q4: 63,172 shares; 2026Q1: 66,246 shares 66,246 $4.65M 0.02% +3,074 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,043 shares; 2024Q4: 276,003 shares; 2025Q1: 300,748 shares; 2025Q2: 333,138 shares; 2025Q3: 349,010 shares; 2025Q4: 401,940 shares; 2026Q1: 420,473 shares 420,473 $4.65M 0.02% +18,533 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 6,589 shares; 2025Q1: 7,085 shares; 2025Q2: 6,432 shares; 2025Q3: 6,268 shares; 2025Q4: 5,694 shares; 2026Q1: 6,349 shares 6,349 $4.63M 0.02% +655 Timeline SPIB 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: 114,164 shares; 2024Q4: 115,829 shares; 2025Q1: 119,480 shares; 2025Q2: 123,567 shares; 2025Q3: 119,446 shares; 2025Q4: 125,691 shares; 2026Q1: 137,891 shares 137,891 $4.62M 0.02% +12,200 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: 45,666 shares; 2024Q4: 42,924 shares; 2025Q1: 42,943 shares; 2025Q2: 43,379 shares; 2025Q3: 49,055 shares; 2025Q4: 55,212 shares; 2026Q1: 63,666 shares 63,666 $4.61M 0.02% +8,454 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,454 shares; 2024Q4: 166,040 shares; 2025Q1: 196,983 shares; 2025Q2: 155,004 shares; 2025Q3: 159,279 shares; 2025Q4: 166,889 shares; 2026Q1: 276,056 shares 276,056 $4.58M 0.02% +109,167 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: 34,755 shares; 2024Q4: 37,519 shares; 2025Q1: 38,032 shares; 2025Q2: 38,385 shares; 2025Q3: 40,349 shares; 2025Q4: 42,875 shares; 2026Q1: 44,785 shares 44,785 $4.57M 0.02% +1,910 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 2,244 shares; 2025Q1: 2,607 shares; 2025Q2: 68,695 shares; 2025Q3: 84,577 shares; 2025Q4: 83,949 shares; 2026Q1: 91,365 shares 91,365 $4.57M 0.02% +7,416 Timeline EMLC 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: 131,189 shares; 2024Q4: 204,590 shares; 2025Q1: 176,503 shares; 2025Q2: 186,536 shares; 2025Q3: 189,877 shares; 2025Q4: 182,401 shares; 2026Q1: 181,245 shares 181,245 $4.55M 0.02% -1,156 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,166 shares; 2024Q4: 19,376 shares; 2025Q1: 50,417 shares; 2025Q2: 30,769 shares; 2025Q3: 26,257 shares; 2025Q4: 28,344 shares; 2026Q1: 27,717 shares 27,717 $4.55M 0.02% -627 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,875 shares; 2024Q4: 65,821 shares; 2025Q1: 66,906 shares; 2025Q2: 79,297 shares; 2025Q3: 67,479 shares; 2025Q4: 44,227 shares; 2026Q1: 40,770 shares 40,770 $4.54M 0.02% -3,457 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,825 shares; 2024Q4: 62,105 shares; 2025Q1: 60,615 shares; 2025Q2: 59,676 shares; 2025Q3: 59,664 shares; 2025Q4: 60,856 shares; 2026Q1: 63,191 shares 63,191 $4.54M 0.02% +2,335 Timeline DTD 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: 48,691 shares; 2024Q4: 49,289 shares; 2025Q1: 49,424 shares; 2025Q2: 49,558 shares; 2025Q3: 50,092 shares; 2025Q4: 50,310 shares; 2026Q1: 52,465 shares 52,465 $4.53M 0.02% +2,155 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 13,497 shares; 2025Q1: 12,271 shares; 2025Q2: 18,062 shares; 2025Q3: 21,781 shares; 2025Q4: 19,180 shares; 2026Q1: 20,603 shares 20,603 $4.51M 0.02% +1,423 Timeline JPLD 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: 870 shares; 2024Q4: 2,655 shares; 2025Q1: 2,715 shares; 2025Q2: 2,716 shares; 2025Q3: 3,097 shares; 2025Q4: 3,098 shares; 2026Q1: 86,230 shares 86,230 $4.5M 0.02% +83,132 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,670 shares; 2024Q4: 34,788 shares; 2025Q1: 33,751 shares; 2025Q2: 31,739 shares; 2025Q3: 32,714 shares; 2025Q4: 33,543 shares; 2026Q1: 43,601 shares 43,601 $4.5M 0.02% +10,058 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: 14,353 shares; 2024Q4: 12,844 shares; 2025Q1: 14,057 shares; 2025Q2: 27,321 shares; 2025Q3: 46,111 shares; 2025Q4: 51,683 shares; 2026Q1: 59,655 shares 59,655 $4.49M 0.02% +7,972 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,167 shares; 2024Q4: 15,637 shares; 2025Q1: 14,934 shares; 2025Q2: 38,091 shares; 2025Q3: 35,454 shares; 2025Q4: 34,360 shares; 2026Q1: 35,406 shares 35,406 $4.47M 0.02% +1,046 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: 9,800 shares; 2024Q4: 14,028 shares; 2025Q1: 42,104 shares; 2025Q2: 28,112 shares; 2025Q3: 45,605 shares; 2025Q4: 48,847 shares; 2026Q1: 64,422 shares 64,422 $4.46M 0.02% +15,575 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: 13,097 shares; 2024Q4: 12,568 shares; 2025Q1: 12,744 shares; 2025Q2: 13,894 shares; 2025Q3: 12,546 shares; 2025Q4: 13,387 shares; 2026Q1: 22,560 shares 22,560 $4.46M 0.02% +9,173 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: 2,668 shares; 2024Q4: 3,312 shares; 2025Q1: 3,054 shares; 2025Q2: 36,882 shares; 2025Q3: 36,731 shares; 2025Q4: 44,116 shares; 2026Q1: 44,405 shares 44,405 $4.45M 0.02% +289 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 5,758 shares; 2025Q1: 5,519 shares; 2025Q2: 65,486 shares; 2025Q3: 71,398 shares; 2025Q4: 71,545 shares; 2026Q1: 75,182 shares 75,182 $4.44M 0.02% +3,637 Timeline BSJU 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: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 780 shares; 2026Q1: 173,188 shares 173,188 $4.43M 0.02% +172,408 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,511 shares; 2024Q4: 16,616 shares; 2025Q1: 16,234 shares; 2025Q2: 109,025 shares; 2025Q3: 118,235 shares; 2025Q4: 117,916 shares; 2026Q1: 129,903 shares 129,903 $4.42M 0.02% +11,987 Timeline HAPI HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,546 shares; 2025Q1: 64,241 shares; 2025Q2: 78,533 shares; 2025Q3: 97,609 shares; 2025Q4: 100,065 shares; 2026Q1: 111,254 shares 111,254 $4.41M 0.02% +11,189 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: 56,243 shares; 2024Q4: 56,638 shares; 2025Q1: 54,591 shares; 2025Q2: 53,553 shares; 2025Q3: 47,249 shares; 2025Q4: 47,012 shares; 2026Q1: 53,969 shares 53,969 $4.41M 0.02% +6,957 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,887 shares; 2024Q4: 25,887 shares; 2025Q1: 23,987 shares; 2025Q2: 29,481 shares; 2025Q3: 91,236 shares; 2025Q4: 90,890 shares; 2026Q1: 92,367 shares 92,367 $4.41M 0.02% +1,477 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 29 shares; 2025Q4: not reported; 2026Q1: 77,341 shares 77,341 $4.33M 0.02% new Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 1,577 shares; 2025Q1: 1,577 shares; 2025Q2: 1,577 shares; 2025Q3: 1,975 shares; 2025Q4: 36,716 shares; 2026Q1: 155,695 shares 155,695 $4.33M 0.02% +118,979 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: 80,344 shares; 2024Q4: 89,782 shares; 2025Q1: 91,152 shares; 2025Q2: 78,783 shares; 2025Q3: 78,345 shares; 2025Q4: 78,954 shares; 2026Q1: 80,323 shares 80,323 $4.32M 0.02% +1,369 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 15,103 shares; 2025Q1: 30,199 shares; 2025Q2: 75,834 shares; 2025Q3: 111,812 shares; 2025Q4: 115,253 shares; 2026Q1: 158,272 shares 158,272 $4.3M 0.02% +43,019 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,600 shares; 2024Q4: 5,692 shares; 2025Q1: 149,819 shares; 2025Q2: 155,465 shares; 2025Q3: 155,794 shares; 2025Q4: 265,692 shares; 2026Q1: 298,064 shares 298,064 $4.28M 0.02% +32,372 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: 37,943 shares; 2024Q4: 39,894 shares; 2025Q1: 39,164 shares; 2025Q2: 36,969 shares; 2025Q3: 65,190 shares; 2025Q4: 54,655 shares; 2026Q1: 64,323 shares 64,323 $4.28M 0.02% +9,668 Timeline PFXF 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: 186,142 shares; 2024Q4: 204,870 shares; 2025Q1: 277,227 shares; 2025Q2: 278,173 shares; 2025Q3: 275,742 shares; 2025Q4: 275,973 shares; 2026Q1: 242,957 shares 242,957 $4.26M 0.02% -33,016 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 4,703 shares; 2025Q1: 6,270 shares; 2025Q2: 6,327 shares; 2025Q3: 6,114 shares; 2025Q4: 11,052 shares; 2026Q1: 45,395 shares 45,395 $4.26M 0.02% +34,343 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,071 shares; 2024Q4: 38,542 shares; 2025Q1: 45,497 shares; 2025Q2: 45,915 shares; 2025Q3: 49,372 shares; 2025Q4: 50,418 shares; 2026Q1: 45,792 shares 45,792 $4.24M 0.02% -4,626 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,357 shares; 2025Q4: 150,742 shares; 2026Q1: 167,348 shares 167,348 $4.23M 0.02% +16,606 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,619 shares; 2024Q4: 71,297 shares; 2025Q1: 77,074 shares; 2025Q2: 140,301 shares; 2025Q3: 170,636 shares; 2025Q4: 166,104 shares; 2026Q1: 287,529 shares 287,529 $4.22M 0.02% +121,425 Timeline PSDM 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: 82,727 shares 82,727 $4.22M 0.02% new Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,647 shares; 2025Q1: 1,732 shares; 2025Q2: 38,176 shares; 2025Q3: 41,904 shares; 2025Q4: 42,322 shares; 2026Q1: 45,103 shares 45,103 $4.21M 0.02% +2,781 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: 7,999 shares; 2024Q4: 7,851 shares; 2025Q1: 7,120 shares; 2025Q2: 9,472 shares; 2025Q3: 19,140 shares; 2025Q4: 19,742 shares; 2026Q1: 89,816 shares 89,816 $4.17M 0.02% +70,074 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,836 shares; 2024Q4: 27,816 shares; 2025Q1: 45,081 shares; 2025Q2: 51,829 shares; 2025Q3: 59,734 shares; 2025Q4: 73,580 shares; 2026Q1: 120,996 shares 120,996 $4.16M 0.02% +47,416 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,687 shares; 2024Q4: 76,247 shares; 2025Q1: 80,573 shares; 2025Q2: 80,745 shares; 2025Q3: 82,146 shares; 2025Q4: 81,762 shares; 2026Q1: 83,494 shares 83,494 $4.15M 0.02% +1,732 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: 31,419 shares; 2024Q4: 33,852 shares; 2025Q1: 34,746 shares; 2025Q2: 36,345 shares; 2025Q3: 37,761 shares; 2025Q4: 39,105 shares; 2026Q1: 35,662 shares 35,662 $4.13M 0.02% -3,443 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: 2,353 shares; 2024Q4: 14,551 shares; 2025Q1: 45,666 shares; 2025Q2: 31,522 shares; 2025Q3: 34,081 shares; 2025Q4: 7,645 shares; 2026Q1: 53,728 shares 53,728 $4.1M 0.02% +46,083 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: 18,534 shares; 2024Q4: 21,792 shares; 2025Q1: 25,098 shares; 2025Q2: 24,873 shares; 2025Q3: 29,739 shares; 2025Q4: 28,625 shares; 2026Q1: 28,983 shares 28,983 $4.1M 0.02% +358 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: 32,616 shares; 2024Q4: 60,833 shares; 2025Q1: 71,893 shares; 2025Q2: 86,013 shares; 2025Q3: 93,550 shares; 2025Q4: 93,382 shares; 2026Q1: 101,909 shares 101,909 $4.09M 0.02% +8,527 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: 25,296 shares; 2024Q4: 37,145 shares; 2025Q1: 35,933 shares; 2025Q2: 33,638 shares; 2025Q3: 33,013 shares; 2025Q4: 32,560 shares; 2026Q1: 37,032 shares 37,032 $4.09M 0.02% +4,472 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,175 shares; 2025Q1: 65,493 shares; 2025Q2: 74,845 shares; 2025Q3: 80,397 shares; 2025Q4: 81,101 shares; 2026Q1: 74,324 shares 74,324 $4.08M 0.02% -6,777 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: 58,032 shares; 2024Q4: 57,432 shares; 2025Q1: 59,157 shares; 2025Q2: 59,046 shares; 2025Q3: 58,620 shares; 2025Q4: 58,997 shares; 2026Q1: 55,502 shares 55,502 $4.06M 0.02% -3,495 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,628 shares; 2024Q4: 27,455 shares; 2025Q1: 24,518 shares; 2025Q2: 15,301 shares; 2025Q3: 11,482 shares; 2025Q4: 11,207 shares; 2026Q1: 37,392 shares 37,392 $4.05M 0.02% +26,185 Timeline ICSH 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: 64,856 shares; 2024Q4: 79,003 shares; 2025Q1: 78,125 shares; 2025Q2: 79,027 shares; 2025Q3: 77,439 shares; 2025Q4: 79,749 shares; 2026Q1: 79,428 shares 79,428 $4.02M 0.02% -321 Timeline VONG 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: 92,328 shares; 2024Q4: 95,301 shares; 2025Q1: 8,865 shares; 2025Q2: 9,492 shares; 2025Q3: 8,776 shares; 2025Q4: 9,924 shares; 2026Q1: 36,520 shares 36,520 $4.01M 0.02% +26,596 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: 53,272 shares; 2024Q4: 59,973 shares; 2025Q1: 63,428 shares; 2025Q2: 67,028 shares; 2025Q3: 73,352 shares; 2025Q4: 74,711 shares; 2026Q1: 83,036 shares 83,036 $4M 0.02% +8,325 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: 64,453 shares; 2025Q1: 62,789 shares; 2025Q2: 66,006 shares; 2025Q3: 55,051 shares; 2025Q4: 53,963 shares; 2026Q1: 42,518 shares 42,518 $3.99M 0.02% -11,445 Timeline DFEV 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: 72,740 shares; 2024Q4: 74,017 shares; 2025Q1: 63,822 shares; 2025Q2: 82,770 shares; 2025Q3: 82,403 shares; 2025Q4: 105,014 shares; 2026Q1: 111,490 shares 111,490 $3.99M 0.02% +6,476 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 13,415 shares; 2025Q1: 13,743 shares; 2025Q2: 13,709 shares; 2025Q3: 13,138 shares; 2025Q4: 9,730 shares; 2026Q1: 12,386 shares 12,386 $3.97M 0.02% +2,656 Timeline VTHR 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: 14,198 shares; 2024Q4: 14,175 shares; 2025Q1: 14,392 shares; 2025Q2: 14,447 shares; 2025Q3: 14,260 shares; 2025Q4: 14,161 shares; 2026Q1: 13,805 shares 13,805 $3.97M 0.02% -356 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: 721 shares; 2024Q4: 839 shares; 2025Q1: 1,060 shares; 2025Q2: 936 shares; 2025Q3: 1,131 shares; 2025Q4: 1,451 shares; 2026Q1: 20,334 shares 20,334 $3.96M 0.02% +18,883 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: 7,847 shares; 2024Q4: 14,081 shares; 2025Q1: 50,697 shares; 2025Q2: 111,563 shares; 2025Q3: 115,576 shares; 2025Q4: 121,505 shares; 2026Q1: 118,153 shares 118,153 $3.95M 0.02% -3,352 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 3,587 shares; 2025Q1: 3,389 shares; 2025Q2: 3,683 shares; 2025Q3: 4,641 shares; 2025Q4: 5,548 shares; 2026Q1: 5,355 shares 5,355 $3.95M 0.02% -193 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS 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: 176,091 shares; 2026Q1: 185,149 shares 185,149 $3.92M 0.02% +9,058 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 32 shares; 2025Q2: 48,305 shares; 2025Q3: 52,775 shares; 2025Q4: 53,173 shares; 2026Q1: 57,547 shares 57,547 $3.92M 0.02% +4,374 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,259 shares; 2026Q1: 45,749 shares 45,749 $3.92M 0.02% +39,490 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,895 shares; 2025Q1: 5,946 shares; 2025Q2: 11,984 shares; 2025Q3: 12,107 shares; 2025Q4: 12,731 shares; 2026Q1: 14,451 shares 14,451 $3.91M 0.02% +1,720 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 11,030 shares; 2025Q1: 13,543 shares; 2025Q2: 11,626 shares; 2025Q3: 11,628 shares; 2025Q4: 11,995 shares; 2026Q1: 24,630 shares 24,630 $3.91M 0.02% +12,635 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,405 shares; 2024Q4: 57,626 shares; 2025Q1: 62,228 shares; 2025Q2: 38,452 shares; 2025Q3: 37,332 shares; 2025Q4: 37,861 shares; 2026Q1: 40,404 shares 40,404 $3.9M 0.02% +2,543 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,877 shares; 2024Q4: 357,025 shares; 2025Q1: 28,452 shares; 2025Q2: 33,083 shares; 2025Q3: 35,623 shares; 2025Q4: 31,916 shares; 2026Q1: 39,354 shares 39,354 $3.9M 0.02% +7,438 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: 36,586 shares; 2024Q4: 37,183 shares; 2025Q1: 72,129 shares; 2025Q2: 57,558 shares; 2025Q3: 57,422 shares; 2025Q4: 48,100 shares; 2026Q1: 52,179 shares 52,179 $3.89M 0.02% +4,079 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,111 shares; 2024Q4: 33,706 shares; 2025Q1: 20,600 shares; 2025Q2: 17,186 shares; 2025Q3: 18,091 shares; 2025Q4: 18,073 shares; 2026Q1: 20,477 shares 20,477 $3.88M 0.02% +2,404 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 2,031 shares; 2025Q1: 1,935 shares; 2025Q2: 1,496 shares; 2025Q3: 6,779 shares; 2025Q4: 28,281 shares; 2026Q1: 56,152 shares 56,152 $3.88M 0.02% +27,871 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 14,434 shares; 2025Q1: 213,861 shares; 2025Q2: 219,911 shares; 2025Q3: 238,106 shares; 2025Q4: 242,552 shares; 2026Q1: 242,078 shares 242,078 $3.88M 0.02% -474 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,928 shares; 2024Q4: 33,494 shares; 2025Q1: 33,543 shares; 2025Q2: 68,061 shares; 2025Q3: 73,801 shares; 2025Q4: 81,662 shares; 2026Q1: 92,267 shares 92,267 $3.86M 0.02% +10,605 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,050 shares; 2024Q4: 40,190 shares; 2025Q1: 41,079 shares; 2025Q2: 44,217 shares; 2025Q3: 45,475 shares; 2025Q4: 43,365 shares; 2026Q1: 41,841 shares 41,841 $3.85M 0.02% -1,524 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,182 shares; 2024Q4: 15,294 shares; 2025Q1: 15,703 shares; 2025Q2: 16,115 shares; 2025Q3: 16,687 shares; 2025Q4: 17,193 shares; 2026Q1: 17,884 shares 17,884 $3.83M 0.02% +691 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,443 shares; 2024Q4: 47,542 shares; 2025Q1: 47,685 shares; 2025Q2: 47,933 shares; 2025Q3: 5,101 shares; 2025Q4: 4,288 shares; 2026Q1: 85,791 shares 85,791 $3.83M 0.02% +81,503 Timeline LMUB 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: 76,654 shares 76,654 $3.83M 0.02% new Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,815 shares; 2026Q1: 149,244 shares 149,244 $3.83M 0.02% +117,429 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,159 shares; 2024Q4: 15,674 shares; 2025Q1: 16,690 shares; 2025Q2: 14,149 shares; 2025Q3: 15,368 shares; 2025Q4: 16,268 shares; 2026Q1: 18,342 shares 18,342 $3.82M 0.02% +2,074 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: 50,166 shares; 2024Q4: 50,599 shares; 2025Q1: 50,102 shares; 2025Q2: 49,943 shares; 2025Q3: 54,639 shares; 2025Q4: 53,507 shares; 2026Q1: 60,573 shares 60,573 $3.8M 0.02% +7,066 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,894 shares; 2024Q4: 26,965 shares; 2025Q1: 27,501 shares; 2025Q2: 43,009 shares; 2025Q3: 39,928 shares; 2025Q4: 191,291 shares; 2026Q1: 44,987 shares 44,987 $3.8M 0.02% -146,304 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 200 shares; 2025Q2: 37,016 shares; 2025Q3: 85,229 shares; 2025Q4: 122,148 shares; 2026Q1: 197,421 shares 197,421 $3.78M 0.02% +75,273 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,448 shares; 2024Q4: 68,298 shares; 2025Q1: 69,380 shares; 2025Q2: 71,600 shares; 2025Q3: 68,410 shares; 2025Q4: 72,867 shares; 2026Q1: 75,627 shares 75,627 $3.78M 0.02% +2,760 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 552 shares; 2025Q1: 231 shares; 2025Q2: 55,263 shares; 2025Q3: 60,939 shares; 2025Q4: 61,671 shares; 2026Q1: 65,533 shares 65,533 $3.78M 0.02% +3,862 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,988 shares; 2024Q4: 98,844 shares; 2025Q1: 104,978 shares; 2025Q2: 95,321 shares; 2025Q3: 83,788 shares; 2025Q4: 82,661 shares; 2026Q1: 84,616 shares 84,616 $3.76M 0.02% +1,955 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 17,079 shares; 2025Q1: 18,076 shares; 2025Q2: 13,256 shares; 2025Q3: 14,737 shares; 2025Q4: 22,535 shares; 2026Q1: 26,210 shares 26,210 $3.74M 0.02% +3,675 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,327 shares; 2024Q4: 175,727 shares; 2025Q1: 178,317 shares; 2025Q2: 175,974 shares; 2025Q3: 175,216 shares; 2025Q4: 166,414 shares; 2026Q1: 250,760 shares 250,760 $3.74M 0.02% +84,346 Timeline QYLD 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: 155,140 shares; 2024Q4: 159,954 shares; 2025Q1: 171,752 shares; 2025Q2: 171,860 shares; 2025Q3: 211,461 shares; 2025Q4: 221,009 shares; 2026Q1: 218,102 shares 218,102 $3.74M 0.02% -2,907 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: 19,239 shares; 2024Q4: 19,739 shares; 2025Q1: 20,014 shares; 2025Q2: 22,951 shares; 2025Q3: 27,568 shares; 2025Q4: 28,659 shares; 2026Q1: 27,445 shares 27,445 $3.74M 0.02% -1,214 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,993 shares; 2024Q4: 93,783 shares; 2025Q1: 101,362 shares; 2025Q2: 93,018 shares; 2025Q3: 94,275 shares; 2025Q4: 95,263 shares; 2026Q1: 152,012 shares 152,012 $3.73M 0.02% +56,749 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,113 shares; 2024Q4: 82,485 shares; 2025Q1: 93,149 shares; 2025Q2: 117,720 shares; 2025Q3: 142,597 shares; 2025Q4: 161,620 shares; 2026Q1: 150,145 shares 150,145 $3.72M 0.02% -11,475 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: 34,113 shares; 2024Q4: 25,612 shares; 2025Q1: 11,816 shares; 2025Q2: 9,493 shares; 2025Q3: 7,521 shares; 2025Q4: 7,381 shares; 2026Q1: 18,214 shares 18,214 $3.7M 0.02% +10,833 Timeline LCTU 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: 55,804 shares; 2024Q4: 58,698 shares; 2025Q1: 57,486 shares; 2025Q2: 54,835 shares; 2025Q3: 53,489 shares; 2025Q4: 52,202 shares; 2026Q1: 52,549 shares 52,549 $3.69M 0.02% +347 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: 18,359 shares; 2024Q4: 17,859 shares; 2025Q1: 18,882 shares; 2025Q2: 18,880 shares; 2025Q3: 19,428 shares; 2025Q4: 18,464 shares; 2026Q1: 27,165 shares 27,165 $3.68M 0.02% +8,701 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,655 shares; 2025Q2: 62,545 shares; 2025Q3: 68,875 shares; 2025Q4: 76,399 shares; 2026Q1: 77,995 shares 77,995 $3.67M 0.02% +1,596 Timeline XLG 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: 148,158 shares; 2024Q4: 166,038 shares; 2025Q1: 65,923 shares; 2025Q2: 75,299 shares; 2025Q3: 99,227 shares; 2025Q4: 103,296 shares; 2026Q1: 67,073 shares 67,073 $3.66M 0.02% -36,223 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,156 shares; 2025Q1: 1,100 shares; 2025Q2: 5,373 shares; 2025Q3: 6,285 shares; 2025Q4: 5,295 shares; 2026Q1: 5,365 shares 5,365 $3.65M 0.02% +70 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: 119,073 shares; 2024Q4: 118,081 shares; 2025Q1: 121,775 shares; 2025Q2: 113,590 shares; 2025Q3: 113,650 shares; 2025Q4: 113,046 shares; 2026Q1: 113,473 shares 113,473 $3.62M 0.02% +427 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: 17,204 shares; 2024Q4: 16,859 shares; 2025Q1: 16,855 shares; 2025Q2: 15,711 shares; 2025Q3: 18,099 shares; 2025Q4: 20,640 shares; 2026Q1: 37,326 shares 37,326 $3.62M 0.02% +16,686 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: 30,508 shares; 2024Q4: 86,130 shares; 2025Q1: 37,405 shares; 2025Q2: 34,202 shares; 2025Q3: 41,003 shares; 2025Q4: 35,987 shares; 2026Q1: 74,595 shares 74,595 $3.6M 0.02% +38,608 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,435 shares; 2024Q4: 22,482 shares; 2025Q1: 45,832 shares; 2025Q2: 53,485 shares; 2025Q3: 54,184 shares; 2025Q4: 54,656 shares; 2026Q1: 68,821 shares 68,821 $3.59M 0.02% +14,165 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: 3,646 shares; 2024Q4: 4,627 shares; 2025Q1: 5,368 shares; 2025Q2: 4,286 shares; 2025Q3: 5,494 shares; 2025Q4: 4,683 shares; 2026Q1: 4,620 shares 4,620 $3.57M 0.02% -63 Timeline INFO HARBOR ETF TRUST More: the full row for HARBOR 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: 79,686 shares; 2025Q3: 135,395 shares; 2025Q4: 136,656 shares; 2026Q1: 151,351 shares 151,351 $3.56M 0.02% +14,695 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 88,393 shares 88,393 $3.54M 0.02% +88,273 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: 180 shares; 2024Q4: 13,553 shares; 2025Q1: 15,247 shares; 2025Q2: 18,897 shares; 2025Q3: 20,150 shares; 2025Q4: 21,021 shares; 2026Q1: 32,158 shares 32,158 $3.53M 0.02% +11,137 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,289 shares; 2024Q4: 58,445 shares; 2025Q1: 56,986 shares; 2025Q2: 57,571 shares; 2025Q3: 56,317 shares; 2025Q4: 54,556 shares; 2026Q1: 54,267 shares 54,267 $3.51M 0.02% -289 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 13,629 shares; 2025Q4: 16,785 shares; 2026Q1: 84,933 shares 84,933 $3.5M 0.02% +68,148 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,579 shares; 2024Q4: 22,704 shares; 2025Q1: 24,419 shares; 2025Q2: 23,480 shares; 2025Q3: 22,963 shares; 2025Q4: 23,489 shares; 2026Q1: 22,523 shares 22,523 $3.5M 0.02% -966 Timeline PAB 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: 82,698 shares 82,698 $3.5M 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 9,236 shares; 2025Q1: 9,556 shares; 2025Q2: 9,246 shares; 2025Q3: 14,924 shares; 2025Q4: 17,281 shares; 2026Q1: 22,548 shares 22,548 $3.5M 0.02% +5,267 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 651 shares; 2025Q1: 1,263 shares; 2025Q2: 963,733 shares; 2025Q3: 963,749 shares; 2025Q4: 963,762 shares; 2026Q1: 963,777 shares 963,777 $3.49M 0.02% +15 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 2,513 shares; 2025Q1: 2,496 shares; 2025Q2: 2,016 shares; 2025Q3: 2,201 shares; 2025Q4: 5,296 shares; 2026Q1: 32,292 shares 32,292 $3.49M 0.02% +26,996 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,937 shares; 2024Q4: 255,945 shares; 2025Q1: 254,094 shares; 2025Q2: 274,704 shares; 2025Q3: 276,371 shares; 2025Q4: 271,839 shares; 2026Q1: 403,819 shares 403,819 $3.48M 0.02% +131,980 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS 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: 29,092 shares; 2025Q4: 133,417 shares; 2026Q1: 198,873 shares 198,873 $3.48M 0.02% +65,456 Timeline VOE 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: 19,208 shares; 2024Q4: 18,026 shares; 2025Q1: 17,326 shares; 2025Q2: 15,787 shares; 2025Q3: 16,562 shares; 2025Q4: 16,950 shares; 2026Q1: 18,848 shares 18,848 $3.47M 0.02% +1,898 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,447 shares; 2024Q4: 92,526 shares; 2025Q1: 106,611 shares; 2025Q2: 94,521 shares; 2025Q3: 63,711 shares; 2025Q4: 64,660 shares; 2026Q1: 63,997 shares 63,997 $3.46M 0.02% -663 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,725 shares; 2024Q4: 5,571 shares; 2025Q1: 2,301 shares; 2025Q2: 2,247 shares; 2025Q3: 3,359 shares; 2025Q4: 3,903 shares; 2026Q1: 6,624 shares 6,624 $3.46M 0.02% +2,721 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: 41,378 shares; 2024Q4: 41,454 shares; 2025Q1: 32,331 shares; 2025Q2: 31,760 shares; 2025Q3: 28,909 shares; 2025Q4: 30,973 shares; 2026Q1: 29,853 shares 29,853 $3.45M 0.02% -1,120 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,894 shares; 2024Q4: 107,325 shares; 2025Q1: 116,971 shares; 2025Q2: 124,664 shares; 2025Q3: 109,289 shares; 2025Q4: 43,339 shares; 2026Q1: 42,332 shares 42,332 $3.43M 0.02% -1,007 Timeline BSTZ 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: 74,858 shares; 2024Q4: 78,497 shares; 2025Q1: 80,737 shares; 2025Q2: 82,936 shares; 2025Q3: 153,470 shares; 2025Q4: 154,463 shares; 2026Q1: 154,534 shares 154,534 $3.42M 0.02% +71 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,399 shares; 2024Q4: 89,326 shares; 2025Q1: 106,407 shares; 2025Q2: 133,305 shares; 2025Q3: 135,937 shares; 2025Q4: 143,960 shares; 2026Q1: 113,806 shares 113,806 $3.42M 0.02% -30,154 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,807 shares; 2025Q1: 2,347 shares; 2025Q2: 2,141 shares; 2025Q3: 1,929 shares; 2025Q4: 1,791 shares; 2026Q1: 10,573 shares 10,573 $3.41M 0.02% +8,782 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: 29,709 shares; 2024Q4: 25,580 shares; 2025Q1: 23,777 shares; 2025Q2: 22,772 shares; 2025Q3: 17,993 shares; 2025Q4: 18,252 shares; 2026Q1: 20,143 shares 20,143 $3.41M 0.02% +1,891 Timeline FREL 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: 1,036 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 105,892 shares; 2025Q3: 116,044 shares; 2025Q4: 116,954 shares; 2026Q1: 126,162 shares 126,162 $3.4M 0.02% +9,208 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: 67,845 shares; 2024Q4: 67,522 shares; 2025Q1: 65,876 shares; 2025Q2: 62,187 shares; 2025Q3: 53,078 shares; 2025Q4: 51,400 shares; 2026Q1: 52,499 shares 52,499 $3.39M 0.02% +1,099 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,091 shares; 2025Q2: 14,612 shares; 2025Q3: 16,275 shares; 2025Q4: 21,893 shares; 2026Q1: 32,214 shares 32,214 $3.38M 0.02% +10,321 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,802 shares; 2024Q4: 54,662 shares; 2025Q1: 53,890 shares; 2025Q2: 51,332 shares; 2025Q3: 54,365 shares; 2025Q4: 53,492 shares; 2026Q1: 59,594 shares 59,594 $3.37M 0.02% +6,102 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,665 shares; 2024Q4: 238,758 shares; 2025Q1: 12,767 shares; 2025Q2: 188,842 shares; 2025Q3: 191,250 shares; 2025Q4: 195,329 shares; 2026Q1: 39,578 shares 39,578 $3.36M 0.02% -155,751 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,239 shares; 2024Q4: 39,179 shares; 2025Q1: 40,545 shares; 2025Q2: 40,812 shares; 2025Q3: 43,974 shares; 2025Q4: 43,941 shares; 2026Q1: 47,500 shares 47,500 $3.36M 0.02% +3,559 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,674 shares 81,674 $3.35M 0.02% new Timeline PAPR 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: 128,783 shares; 2024Q4: 128,783 shares; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,516 shares; 2025Q4: 4,236 shares; 2026Q1: 84,157 shares 84,157 $3.35M 0.02% +79,921 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,815 shares; 2025Q1: 2,423 shares; 2025Q2: 2,477 shares; 2025Q3: 2,460 shares; 2025Q4: 2,138 shares; 2026Q1: 18,371 shares 18,371 $3.34M 0.02% +16,233 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,869 shares; 2024Q4: 41,975 shares; 2025Q1: 37,451 shares; 2025Q2: 36,136 shares; 2025Q3: 33,120 shares; 2025Q4: 32,946 shares; 2026Q1: 35,898 shares 35,898 $3.34M 0.02% +2,952 Timeline XBJA 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: 168,729 shares; 2024Q4: 168,041 shares; 2025Q1: 146,522 shares; 2025Q2: 121,802 shares; 2025Q3: 116,882 shares; 2025Q4: 105,345 shares; 2026Q1: 106,614 shares 106,614 $3.33M 0.02% +1,269 Timeline PULS 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: 12,402 shares; 2024Q4: 12,844 shares; 2025Q1: 30,264 shares; 2025Q2: 22,330 shares; 2025Q3: 31,026 shares; 2025Q4: 37,974 shares; 2026Q1: 67,362 shares 67,362 $3.33M 0.02% +29,388 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,814 shares; 2024Q4: 372,896 shares; 2025Q1: 109,563 shares; 2025Q2: 109,873 shares; 2025Q3: 109,198 shares; 2025Q4: 108,294 shares; 2026Q1: 106,579 shares 106,579 $3.33M 0.02% -1,715 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,454 shares; 2024Q4: 51,150 shares; 2025Q1: 63,720 shares; 2025Q2: 86,169 shares; 2025Q3: 92,079 shares; 2025Q4: 75,318 shares; 2026Q1: 92,361 shares 92,361 $3.32M 0.02% +17,043 Timeline DVYE 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: 184,580 shares; 2024Q4: 128,903 shares; 2025Q1: 113,756 shares; 2025Q2: 107,336 shares; 2025Q3: 100,529 shares; 2025Q4: 96,079 shares; 2026Q1: 96,178 shares 96,178 $3.31M 0.02% +99 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,411 shares; 2024Q4: 19,709 shares; 2025Q1: 20,328 shares; 2025Q2: 21,660 shares; 2025Q3: 26,077 shares; 2025Q4: 26,260 shares; 2026Q1: 27,582 shares 27,582 $3.3M 0.02% +1,322 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,856 shares; 2025Q1: 2,115 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 30,380 shares; 2026Q1: 36,278 shares 36,278 $3.28M 0.02% +5,898 Timeline VAW 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: 6,383 shares; 2024Q4: 6,712 shares; 2025Q1: 6,557 shares; 2025Q2: 6,435 shares; 2025Q3: 14,073 shares; 2025Q4: 14,452 shares; 2026Q1: 14,508 shares 14,508 $3.27M 0.02% +56 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: 2,728 shares; 2024Q4: 3,738 shares; 2025Q1: 3,893 shares; 2025Q2: 8,243 shares; 2025Q3: 3,866 shares; 2025Q4: 3,177 shares; 2026Q1: 3,325 shares 3,325 $3.26M 0.02% +148 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,217 shares; 2024Q4: 64,468 shares; 2025Q1: 65,960 shares; 2025Q2: 59,470 shares; 2025Q3: 64,968 shares; 2025Q4: 56,451 shares; 2026Q1: 62,626 shares 62,626 $3.26M 0.02% +6,175 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,084 shares; 2025Q1: 1,766 shares; 2025Q2: 1,844 shares; 2025Q3: 1,863 shares; 2025Q4: 1,829 shares; 2026Q1: 15,257 shares 15,257 $3.24M 0.02% +13,428 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,654 shares; 2025Q1: 205,467 shares; 2025Q2: 246,064 shares; 2025Q3: 282,146 shares; 2025Q4: 330,820 shares; 2026Q1: 320,311 shares 320,311 $3.24M 0.02% -10,509 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,087 shares; 2024Q4: 127,600 shares; 2025Q1: 133,700 shares; 2025Q2: 141,197 shares; 2025Q3: 139,160 shares; 2025Q4: 140,804 shares; 2026Q1: 150,221 shares 150,221 $3.22M 0.02% +9,417 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,126 shares; 2024Q4: 27,414 shares; 2025Q1: 26,534 shares; 2025Q2: 27,322 shares; 2025Q3: 26,872 shares; 2025Q4: 26,426 shares; 2026Q1: 26,489 shares 26,489 $3.21M 0.02% +63 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,220 shares; 2024Q4: 83,940 shares; 2025Q1: 92,188 shares; 2025Q2: 88,552 shares; 2025Q3: 87,322 shares; 2025Q4: 83,689 shares; 2026Q1: 90,629 shares 90,629 $3.2M 0.02% +6,940 Timeline EWG 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: 5,203 shares; 2024Q4: 5,662 shares; 2025Q1: 68,066 shares; 2025Q2: 327,138 shares; 2025Q3: 314,230 shares; 2025Q4: 115,641 shares; 2026Q1: 80,546 shares 80,546 $3.2M 0.02% -35,095 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 39,359 shares; 2025Q1: 43,580 shares; 2025Q2: 30,939 shares; 2025Q3: 28,253 shares; 2025Q4: 38,409 shares; 2026Q1: 33,332 shares 33,332 $3.19M 0.02% -5,077 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: 96,585 shares; 2024Q4: 84,116 shares; 2025Q1: 76,911 shares; 2025Q2: 68,614 shares; 2025Q3: 68,286 shares; 2025Q4: 47,204 shares; 2026Q1: 49,031 shares 49,031 $3.19M 0.02% +1,827 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,175 shares; 2024Q4: 14,189 shares; 2025Q1: 34,434 shares; 2025Q2: 20,963 shares; 2025Q3: 32,331 shares; 2025Q4: 34,491 shares; 2026Q1: 38,589 shares 38,589 $3.18M 0.02% +4,098 Timeline MDYV 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: 2,701 shares; 2024Q4: 2,821 shares; 2025Q1: 1,684 shares; 2025Q2: 1,911 shares; 2025Q3: 36,439 shares; 2025Q4: 37,236 shares; 2026Q1: 37,356 shares 37,356 $3.18M 0.02% +120 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: 20,582 shares; 2024Q4: 21,591 shares; 2025Q1: 25,048 shares; 2025Q2: 26,328 shares; 2025Q3: 29,561 shares; 2025Q4: 24,830 shares; 2026Q1: 29,217 shares 29,217 $3.17M 0.02% +4,387 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 1,667 shares; 2025Q1: 1,503 shares; 2025Q2: 1,530 shares; 2025Q3: 2,122 shares; 2025Q4: 1,413 shares; 2026Q1: 39,058 shares 39,058 $3.15M 0.02% +37,645 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,743 shares; 2024Q4: 53,014 shares; 2025Q1: 60,240 shares; 2025Q2: 67,399 shares; 2025Q3: 76,520 shares; 2025Q4: 97,992 shares; 2026Q1: 120,150 shares 120,150 $3.14M 0.02% +22,158 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: 20,450 shares; 2024Q4: 32,182 shares; 2025Q1: 36,489 shares; 2025Q2: 37,457 shares; 2025Q3: 34,990 shares; 2025Q4: 35,792 shares; 2026Q1: 31,276 shares 31,276 $3.13M 0.02% -4,516 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,055 shares; 2024Q4: 27,587 shares; 2025Q1: 27,417 shares; 2025Q2: 42,666 shares; 2025Q3: 50,163 shares; 2025Q4: 66,639 shares; 2026Q1: 81,522 shares 81,522 $3.13M 0.02% +14,883 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 43,646 shares; 2025Q1: 44,069 shares; 2025Q2: 32,626 shares; 2025Q3: 30,551 shares; 2025Q4: 30,797 shares; 2026Q1: 31,349 shares 31,349 $3.09M 0.02% +552 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,216 shares; 2024Q4: 43,904 shares; 2025Q1: 42,775 shares; 2025Q2: 39,849 shares; 2025Q3: 42,132 shares; 2025Q4: 40,868 shares; 2026Q1: 33,146 shares 33,146 $3.07M 0.02% -7,722 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: 46,983 shares; 2024Q4: 46,670 shares; 2025Q1: 47,271 shares; 2025Q2: 47,683 shares; 2025Q3: 47,949 shares; 2025Q4: 75,975 shares; 2026Q1: 75,876 shares 75,876 $3.07M 0.02% -99 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: 3,823 shares; 2024Q4: 3,793 shares; 2025Q1: 13,884 shares; 2025Q2: 21,309 shares; 2025Q3: 55,637 shares; 2025Q4: 54,611 shares; 2026Q1: 50,839 shares 50,839 $3.07M 0.02% -3,772 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: 35,165 shares; 2025Q3: 31,741 shares; 2025Q4: 39,697 shares; 2026Q1: 40,540 shares 40,540 $3.07M 0.02% +843 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 12,192 shares; 2025Q1: 12,192 shares; 2025Q2: 30,478 shares; 2025Q3: 36,197 shares; 2025Q4: 36,835 shares; 2026Q1: 61,294 shares 61,294 $3.06M 0.02% +24,459 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: 7,268 shares; 2024Q4: 7,400 shares; 2025Q1: 7,882 shares; 2025Q2: 8,015 shares; 2025Q3: 7,190 shares; 2025Q4: 8,007 shares; 2026Q1: 9,144 shares 9,144 $3.05M 0.02% +1,137 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: 62,667 shares; 2024Q4: 82,930 shares; 2025Q1: 79,036 shares; 2025Q2: 84,178 shares; 2025Q3: 190,470 shares; 2025Q4: 226,554 shares; 2026Q1: 142,941 shares 142,941 $3.05M 0.02% -83,613 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 7,575 shares; 2025Q2: 7,705 shares; 2025Q3: 10,055 shares; 2025Q4: 59,254 shares; 2026Q1: 76,673 shares 76,673 $3.05M 0.02% +17,419 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,438 shares; 2024Q4: 77,251 shares; 2025Q1: 56,419 shares; 2025Q2: 57,872 shares; 2025Q3: 55,578 shares; 2025Q4: 58,687 shares; 2026Q1: 63,324 shares 63,324 $3.01M 0.02% +4,637 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,180 shares; 2024Q4: 26,554 shares; 2025Q1: 29,684 shares; 2025Q2: 33,987 shares; 2025Q3: 42,293 shares; 2025Q4: 52,669 shares; 2026Q1: 67,030 shares 67,030 $3M 0.02% +14,361 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 7,837 shares; 2025Q1: 7,230 shares; 2025Q2: 7,860 shares; 2025Q3: 7,170 shares; 2025Q4: 4,943 shares; 2026Q1: 2,579 shares 2,579 $2.99M 0.02% -2,364 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: 3,174 shares; 2024Q4: 11,104 shares; 2025Q1: 8,479 shares; 2025Q2: 8,707 shares; 2025Q3: 11,930 shares; 2025Q4: 12,118 shares; 2026Q1: 14,108 shares 14,108 $2.98M 0.02% +1,990 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,651 shares; 2024Q4: 68,651 shares; 2025Q1: 68,651 shares; 2025Q2: 68,651 shares; 2025Q3: 68,650 shares; 2025Q4: 69,833 shares; 2026Q1: 69,528 shares 69,528 $2.95M 0.02% -305 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,622 shares; 2024Q4: 62,601 shares; 2025Q1: 28,630 shares; 2025Q2: 27,851 shares; 2025Q3: 27,851 shares; 2025Q4: 21,860 shares; 2026Q1: 22,274 shares 22,274 $2.94M 0.02% +414 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: 18,583 shares; 2024Q4: 20,308 shares; 2025Q1: 4,534 shares; 2025Q2: 164,659 shares; 2025Q3: 160,688 shares; 2025Q4: 163,764 shares; 2026Q1: 164,847 shares 164,847 $2.94M 0.01% +1,083 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,570 shares; 2024Q4: 66,505 shares; 2025Q1: 115,763 shares; 2025Q2: 88,267 shares; 2025Q3: 59,231 shares; 2025Q4: 59,137 shares; 2026Q1: 59,303 shares 59,303 $2.93M 0.01% +166 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,649 shares; 2024Q4: 180,713 shares; 2025Q1: 184,602 shares; 2025Q2: 196,325 shares; 2025Q3: 201,757 shares; 2025Q4: 213,390 shares; 2026Q1: 212,046 shares 212,046 $2.92M 0.01% -1,344 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: 3,013 shares; 2024Q4: 13,360 shares; 2025Q1: 17,091 shares; 2025Q2: 20,047 shares; 2025Q3: 139,079 shares; 2025Q4: 142,654 shares; 2026Q1: 127,277 shares 127,277 $2.92M 0.01% -15,377 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,506 shares; 2024Q4: 31,227 shares; 2025Q1: 33,420 shares; 2025Q2: 45,276 shares; 2025Q3: 50,584 shares; 2025Q4: 57,208 shares; 2026Q1: 52,938 shares 52,938 $2.91M 0.01% -4,270 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,867 shares; 2025Q2: 55,456 shares; 2025Q3: 57,795 shares; 2025Q4: 70,502 shares; 2026Q1: 78,990 shares 78,990 $2.9M 0.01% +8,488 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: 624 shares; 2024Q4: 606 shares; 2025Q1: 5,384 shares; 2025Q2: 4,797 shares; 2025Q3: 4,791 shares; 2025Q4: 4,791 shares; 2026Q1: 19,841 shares 19,841 $2.89M 0.01% +15,050 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: 1,827 shares; 2024Q4: 1,859 shares; 2025Q1: 1,888 shares; 2025Q2: 1,875 shares; 2025Q3: 1,960 shares; 2025Q4: 6,057 shares; 2026Q1: 6,078 shares 6,078 $2.88M 0.01% +21 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: 95,369 shares; 2024Q4: 60,292 shares; 2025Q1: 54,265 shares; 2025Q2: 45,613 shares; 2025Q3: 33,466 shares; 2025Q4: 34,452 shares; 2026Q1: 73,900 shares 73,900 $2.88M 0.01% +39,448 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,556 shares; 2024Q4: 24,608 shares; 2025Q1: 24,713 shares; 2025Q2: 23,212 shares; 2025Q3: 23,335 shares; 2025Q4: 23,449 shares; 2026Q1: 38,807 shares 38,807 $2.87M 0.01% +15,358 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: 30,243 shares; 2024Q4: 32,577 shares; 2025Q1: 36,123 shares; 2025Q2: 35,441 shares; 2025Q3: 35,176 shares; 2025Q4: 34,565 shares; 2026Q1: 34,043 shares 34,043 $2.85M 0.01% -522 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: 181,470 shares; 2024Q4: 128,980 shares; 2025Q1: 74,234 shares; 2025Q2: 138,214 shares; 2025Q3: 102,912 shares; 2025Q4: 174,574 shares; 2026Q1: 77,526 shares 77,526 $2.85M 0.01% -97,048 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,092 shares; 2025Q1: 4,077 shares; 2025Q2: 5,373 shares; 2025Q3: 9,470 shares; 2025Q4: 9,159 shares; 2026Q1: 11,445 shares 11,445 $2.85M 0.01% +2,286 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: 7,749 shares; 2024Q4: 7,872 shares; 2025Q1: 7,832 shares; 2025Q2: 7,482 shares; 2025Q3: 9,399 shares; 2025Q4: 9,407 shares; 2026Q1: 9,504 shares 9,504 $2.84M 0.01% +97 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: 12,866 shares; 2024Q4: 14,178 shares; 2025Q1: 15,105 shares; 2025Q2: 16,664 shares; 2025Q3: 17,878 shares; 2025Q4: 17,966 shares; 2026Q1: 17,474 shares 17,474 $2.84M 0.01% -492 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: 175,879 shares; 2024Q4: 179,021 shares; 2025Q1: 185,356 shares; 2025Q2: 195,657 shares; 2025Q3: 131,049 shares; 2025Q4: 98,622 shares; 2026Q1: 89,952 shares 89,952 $2.83M 0.01% -8,670 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: 24,869 shares; 2024Q4: 24,241 shares; 2025Q1: 24,025 shares; 2025Q2: 24,081 shares; 2025Q3: 24,046 shares; 2025Q4: 24,249 shares; 2026Q1: 27,617 shares 27,617 $2.82M 0.01% +3,368 Timeline CTA 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: 104,266 shares; 2024Q4: 147,872 shares; 2025Q1: 203,119 shares; 2025Q2: 220,239 shares; 2025Q3: 104,166 shares; 2025Q4: 104,407 shares; 2026Q1: 93,430 shares 93,430 $2.82M 0.01% -10,977 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 8,209 shares; 2025Q1: 8,183 shares; 2025Q2: 8,296 shares; 2025Q3: 10,713 shares; 2025Q4: 10,109 shares; 2026Q1: 11,941 shares 11,941 $2.82M 0.01% +1,832 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,733 shares; 2024Q4: 30,481 shares; 2025Q1: 30,623 shares; 2025Q2: 30,072 shares; 2025Q3: 28,831 shares; 2025Q4: 29,456 shares; 2026Q1: 35,966 shares 35,966 $2.82M 0.01% +6,510 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,117 shares; 2024Q4: 49,772 shares; 2025Q1: 49,942 shares; 2025Q2: 49,918 shares; 2025Q3: 49,766 shares; 2025Q4: 51,635 shares; 2026Q1: 54,118 shares 54,118 $2.82M 0.01% +2,483 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: 20,496 shares; 2024Q4: 17,857 shares; 2025Q1: 16,260 shares; 2025Q2: 14,225 shares; 2025Q3: 13,686 shares; 2025Q4: 12,667 shares; 2026Q1: 110,476 shares 110,476 $2.82M 0.01% +97,809 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,085 shares; 2024Q4: 45,546 shares; 2025Q1: 46,342 shares; 2025Q2: 78,161 shares; 2025Q3: 81,894 shares; 2025Q4: 81,954 shares; 2026Q1: 82,875 shares 82,875 $2.82M 0.01% +921 Timeline CWI 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: 82,631 shares; 2024Q4: 82,334 shares; 2025Q1: 79,280 shares; 2025Q2: 78,523 shares; 2025Q3: 76,797 shares; 2025Q4: 76,898 shares; 2026Q1: 76,910 shares 76,910 $2.81M 0.01% +12 Timeline AGGS HARBOR ETF TRUST More: the full row for HARBOR 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: 38,161 shares; 2025Q3: 58,050 shares; 2025Q4: 57,569 shares; 2026Q1: 68,682 shares 68,682 $2.81M 0.01% +11,113 Timeline POWR 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: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 1,903 shares; 2026Q1: 105,620 shares 105,620 $2.77M 0.01% +103,717 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,110 shares; 2024Q4: 79,897 shares; 2025Q1: 85,762 shares; 2025Q2: 84,282 shares; 2025Q3: 85,182 shares; 2025Q4: 87,406 shares; 2026Q1: 229,355 shares 229,355 $2.76M 0.01% +141,949 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,267 shares; 2024Q4: 14,639 shares; 2025Q1: 15,952 shares; 2025Q2: 16,371 shares; 2025Q3: 16,904 shares; 2025Q4: 16,118 shares; 2026Q1: 15,995 shares 15,995 $2.75M 0.01% -123 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,964 shares; 2024Q4: 15,364 shares; 2025Q1: 21,570 shares; 2025Q2: 23,793 shares; 2025Q3: 39,342 shares; 2025Q4: 47,535 shares; 2026Q1: 58,830 shares 58,830 $2.75M 0.01% +11,295 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,972 shares; 2024Q4: 19,133 shares; 2025Q1: 19,341 shares; 2025Q2: 19,744 shares; 2025Q3: 32,489 shares; 2025Q4: 45,404 shares; 2026Q1: 54,705 shares 54,705 $2.71M 0.01% +9,301 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 8,585 shares; 2025Q1: 10,732 shares; 2025Q2: 13,313 shares; 2025Q3: 13,261 shares; 2025Q4: 10,863 shares; 2026Q1: 27,101 shares 27,101 $2.71M 0.01% +16,238 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,463 shares 83,463 $2.69M 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,144 shares; 2024Q4: 43,810 shares; 2025Q1: 63,513 shares; 2025Q2: 333,526 shares; 2025Q3: 556,051 shares; 2025Q4: 188,614 shares; 2026Q1: 222,842 shares 222,842 $2.69M 0.01% +34,228 Timeline IDEF 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: 81,982 shares 81,982 $2.68M 0.01% new 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: 230 shares; 2024Q4: 354 shares; 2025Q1: 273 shares; 2025Q2: 255 shares; 2025Q3: 2,214 shares; 2025Q4: 1,371 shares; 2026Q1: 11,496 shares 11,496 $2.68M 0.01% +10,125 Timeline FENI 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: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 3,259 shares; 2025Q2: 37,024 shares; 2025Q3: 44,698 shares; 2025Q4: 50,787 shares; 2026Q1: 71,996 shares 71,996 $2.68M 0.01% +21,209 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: 6,129 shares; 2024Q4: 5,861 shares; 2025Q1: 5,743 shares; 2025Q2: 6,342 shares; 2025Q3: 5,431 shares; 2025Q4: 5,233 shares; 2026Q1: 12,359 shares 12,359 $2.67M 0.01% +7,126 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 6,385 shares; 2025Q1: 6,558 shares; 2025Q2: 6,884 shares; 2025Q3: 7,156 shares; 2025Q4: 9,457 shares; 2026Q1: 10,055 shares 10,055 $2.67M 0.01% +598 Timeline IYM 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: 6,490 shares; 2024Q4: 6,910 shares; 2025Q1: 6,627 shares; 2025Q2: 6,870 shares; 2025Q3: 7,081 shares; 2025Q4: 7,082 shares; 2026Q1: 15,094 shares 15,094 $2.66M 0.01% +8,012 Timeline BSCR 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: 182,995 shares; 2024Q4: 161,440 shares; 2025Q1: 138,644 shares; 2025Q2: 86,194 shares; 2025Q3: 123,544 shares; 2025Q4: 136,614 shares; 2026Q1: 135,276 shares 135,276 $2.65M 0.01% -1,338 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,709 shares; 2024Q4: 12,836 shares; 2025Q1: 12,748 shares; 2025Q2: 12,729 shares; 2025Q3: 18,618 shares; 2025Q4: 18,966 shares; 2026Q1: 19,630 shares 19,630 $2.65M 0.01% +664 Timeline LMBS 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: 39,448 shares; 2024Q4: 115,889 shares; 2025Q1: 169,387 shares; 2025Q2: 148,462 shares; 2025Q3: 228,806 shares; 2025Q4: 72,006 shares; 2026Q1: 53,289 shares 53,289 $2.65M 0.01% -18,717 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,392 shares; 2024Q4: 47,237 shares; 2025Q1: 107,153 shares; 2025Q2: 172,897 shares; 2025Q3: 258,868 shares; 2025Q4: 326,921 shares; 2026Q1: 351,622 shares 351,622 $2.65M 0.01% +24,701 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 23,062 shares; 2025Q1: 22,989 shares; 2025Q2: 23,102 shares; 2025Q3: 23,012 shares; 2025Q4: 20,662 shares; 2026Q1: 20,930 shares 20,930 $2.64M 0.01% +268 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: 6,188 shares; 2024Q4: 6,174 shares; 2025Q1: 6,174 shares; 2025Q2: 6,176 shares; 2025Q3: 6,172 shares; 2025Q4: 6,298 shares; 2026Q1: 7,354 shares 7,354 $2.63M 0.01% +1,056 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,154 shares; 2024Q4: 141,084 shares; 2025Q1: 137,567 shares; 2025Q2: 68,938 shares; 2025Q3: 69,499 shares; 2025Q4: 84,981 shares; 2026Q1: 58,077 shares 58,077 $2.63M 0.01% -26,904 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,912 shares; 2025Q1: 6,249 shares; 2025Q2: 6,549 shares; 2025Q3: 33,334 shares; 2025Q4: 32,555 shares; 2026Q1: 32,896 shares 32,896 $2.63M 0.01% +341 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 525 shares; 2026Q1: 76,323 shares 76,323 $2.63M 0.01% +75,798 Timeline TLTW 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: 4,969 shares; 2024Q4: 3,635 shares; 2025Q1: 3,635 shares; 2025Q2: 2,185 shares; 2025Q3: 50,970 shares; 2025Q4: 103,058 shares; 2026Q1: 116,141 shares 116,141 $2.63M 0.01% +13,083 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,631 shares; 2024Q4: 53,827 shares; 2025Q1: 66,265 shares; 2025Q2: 68,278 shares; 2025Q3: 44,694 shares; 2025Q4: 46,302 shares; 2026Q1: 46,016 shares 46,016 $2.63M 0.01% -286 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,834 shares; 2025Q1: 2,125 shares; 2025Q2: 2,238 shares; 2025Q3: 33,077 shares; 2025Q4: 32,698 shares; 2026Q1: 33,292 shares 33,292 $2.62M 0.01% +594 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 5,547 shares; 2025Q1: 14,402 shares; 2025Q2: 15,352 shares; 2025Q3: 12,033 shares; 2025Q4: 12,538 shares; 2026Q1: 18,021 shares 18,021 $2.61M 0.01% +5,483 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: 129,271 shares; 2024Q4: 71,021 shares; 2025Q1: 152,612 shares; 2025Q2: 261,438 shares; 2025Q3: 285,827 shares; 2025Q4: 42,333 shares; 2026Q1: 34,757 shares 34,757 $2.61M 0.01% -7,576 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 2,727 shares; 2025Q1: 1,969 shares; 2025Q2: 2,006 shares; 2025Q3: 10,414 shares; 2025Q4: 10,655 shares; 2026Q1: 9,616 shares 9,616 $2.6M 0.01% -1,039 Timeline FESM 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: 999 shares; 2024Q4: 999 shares; 2025Q1: 55,751 shares; 2025Q2: 64,830 shares; 2025Q3: 71,371 shares; 2025Q4: 69,659 shares; 2026Q1: 68,367 shares 68,367 $2.6M 0.01% -1,292 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: 10,298 shares; 2024Q4: 13,579 shares; 2025Q1: 13,228 shares; 2025Q2: 13,349 shares; 2025Q3: 14,409 shares; 2025Q4: 14,290 shares; 2026Q1: 17,889 shares 17,889 $2.59M 0.01% +3,599 Timeline IBAT 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: 75,507 shares 75,507 $2.58M 0.01% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,672 shares; 2024Q4: 144,590 shares; 2025Q1: 147,440 shares; 2025Q2: 149,011 shares; 2025Q3: 49,042 shares; 2025Q4: 52,164 shares; 2026Q1: 52,670 shares 52,670 $2.57M 0.01% +506 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 2,392 shares; 2025Q3: 2,346 shares; 2025Q4: 3,664 shares; 2026Q1: 29,103 shares 29,103 $2.56M 0.01% +25,439 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,974 shares; 2024Q4: 24,281 shares; 2025Q1: 23,607 shares; 2025Q2: 33,700 shares; 2025Q3: 35,791 shares; 2025Q4: 25,750 shares; 2026Q1: 24,589 shares 24,589 $2.54M 0.01% -1,161 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,852 shares; 2024Q4: 73,858 shares; 2025Q1: 70,458 shares; 2025Q2: 67,142 shares; 2025Q3: 65,165 shares; 2025Q4: 60,992 shares; 2026Q1: 134,791 shares 134,791 $2.53M 0.01% +73,799 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,079 shares; 2024Q4: 22,729 shares; 2025Q1: 87,526 shares; 2025Q2: 133,661 shares; 2025Q3: 193,034 shares; 2025Q4: 217,859 shares; 2026Q1: 226,812 shares 226,812 $2.53M 0.01% +8,953 Timeline DDIV 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: 107,289 shares; 2024Q4: 107,519 shares; 2025Q1: 61,060 shares; 2025Q2: 63,214 shares; 2025Q3: 62,754 shares; 2025Q4: 61,284 shares; 2026Q1: 62,561 shares 62,561 $2.53M 0.01% +1,277 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,441 shares; 2025Q1: 7,021 shares; 2025Q2: 8,418 shares; 2025Q3: 8,530 shares; 2025Q4: 8,524 shares; 2026Q1: 8,492 shares 8,492 $2.52M 0.01% -32 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,667 shares; 2025Q1: 7,800 shares; 2025Q2: 8,546 shares; 2025Q3: 8,280 shares; 2025Q4: 8,717 shares; 2026Q1: 14,303 shares 14,303 $2.51M 0.01% +5,586 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 1,334 shares; 2026Q1: 52,787 shares 52,787 $2.51M 0.01% +51,453 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,351 shares; 2024Q4: 13,852 shares; 2025Q1: 13,658 shares; 2025Q2: 13,877 shares; 2025Q3: 31,046 shares; 2025Q4: 30,922 shares; 2026Q1: 31,203 shares 31,203 $2.51M 0.01% +281 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,535 shares; 2024Q4: 30,463 shares; 2025Q1: 30,100 shares; 2025Q2: 29,775 shares; 2025Q3: 28,579 shares; 2025Q4: 28,625 shares; 2026Q1: 31,398 shares 31,398 $2.5M 0.01% +2,773 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,713 shares; 2024Q4: 111,270 shares; 2025Q1: 153,065 shares; 2025Q2: 149,808 shares; 2025Q3: 131,751 shares; 2025Q4: 41,522 shares; 2026Q1: 44,035 shares 44,035 $2.48M 0.01% +2,513 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: 24,573 shares; 2024Q4: 22,633 shares; 2025Q1: 22,919 shares; 2025Q2: 23,151 shares; 2025Q3: 20,957 shares; 2025Q4: 17,372 shares; 2026Q1: 23,259 shares 23,259 $2.48M 0.01% +5,887 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,448 shares; 2024Q4: 50,446 shares; 2025Q1: 49,231 shares; 2025Q2: 39,977 shares; 2025Q3: 43,052 shares; 2025Q4: 40,255 shares; 2026Q1: 38,223 shares 38,223 $2.48M 0.01% -2,032 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: 17,739 shares; 2024Q4: 18,259 shares; 2025Q1: 19,309 shares; 2025Q2: 19,176 shares; 2025Q3: 19,405 shares; 2025Q4: 20,284 shares; 2026Q1: 20,469 shares 20,469 $2.47M 0.01% +185 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 45,674 shares; 2025Q3: 44,661 shares; 2025Q4: 45,232 shares; 2026Q1: 45,114 shares 45,114 $2.46M 0.01% -118 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,196 shares; 2025Q1: 12,585 shares; 2025Q2: 12,585 shares; 2025Q3: 13,009 shares; 2025Q4: 16,155 shares; 2026Q1: 15,532 shares 15,532 $2.46M 0.01% -623 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,378 shares; 2025Q1: 1,399 shares; 2025Q2: 4,229 shares; 2025Q3: 11,573 shares; 2025Q4: 17,589 shares; 2026Q1: 62,456 shares 62,456 $2.46M 0.01% +44,867 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: 15,523 shares; 2024Q4: 18,328 shares; 2025Q1: 17,548 shares; 2025Q2: 17,694 shares; 2025Q3: 17,132 shares; 2025Q4: 17,165 shares; 2026Q1: 16,089 shares 16,089 $2.45M 0.01% -1,076 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,511 shares; 2024Q4: 512,213 shares; 2025Q1: 522,310 shares; 2025Q2: 188,700 shares; 2025Q3: 191,976 shares; 2025Q4: 223,706 shares; 2026Q1: 224,902 shares 224,902 $2.45M 0.01% +1,196 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: 43,667 shares; 2024Q4: 43,249 shares; 2025Q1: 43,064 shares; 2025Q2: 42,964 shares; 2025Q3: 43,109 shares; 2025Q4: 46,409 shares; 2026Q1: 45,809 shares 45,809 $2.45M 0.01% -600 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,622 shares; 2025Q3: 38,758 shares; 2025Q4: 39,277 shares; 2026Q1: 39,241 shares 39,241 $2.44M 0.01% -36 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,191 shares; 2024Q4: 54,416 shares; 2025Q1: 52,401 shares; 2025Q2: 52,502 shares; 2025Q3: 51,328 shares; 2025Q4: 47,342 shares; 2026Q1: 48,317 shares 48,317 $2.44M 0.01% +975 Timeline VCSH 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: 37,760 shares; 2024Q4: 40,834 shares; 2025Q1: 35,889 shares; 2025Q2: 30,265 shares; 2025Q3: 29,487 shares; 2025Q4: 29,883 shares; 2026Q1: 30,658 shares 30,658 $2.43M 0.01% +775 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: 39,638 shares; 2024Q4: 39,283 shares; 2025Q1: 38,000 shares; 2025Q2: 45,649 shares; 2025Q3: 44,696 shares; 2025Q4: 43,812 shares; 2026Q1: 42,940 shares 42,940 $2.43M 0.01% -872 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: 21,410 shares; 2024Q4: 31,802 shares; 2025Q1: 41,883 shares; 2025Q2: 19,391 shares; 2025Q3: 18,065 shares; 2025Q4: 18,442 shares; 2026Q1: 20,025 shares 20,025 $2.4M 0.01% +1,583 Timeline FDVV 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: 36,767 shares; 2024Q4: 40,282 shares; 2025Q1: 41,795 shares; 2025Q2: 42,607 shares; 2025Q3: 43,615 shares; 2025Q4: 43,349 shares; 2026Q1: 43,496 shares 43,496 $2.4M 0.01% +147 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,667 shares; 2024Q4: 41,054 shares; 2025Q1: 50,491 shares; 2025Q2: 60,272 shares; 2025Q3: 71,405 shares; 2025Q4: 62,177 shares; 2026Q1: 53,163 shares 53,163 $2.4M 0.01% -9,014 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,370 shares; 2024Q4: 21,896 shares; 2025Q1: 20,147 shares; 2025Q2: 48,132 shares; 2025Q3: 68,392 shares; 2025Q4: 74,197 shares; 2026Q1: 86,363 shares 86,363 $2.39M 0.01% +12,166 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,307 shares; 2024Q4: 24,278 shares; 2025Q1: 25,268 shares; 2025Q2: 25,410 shares; 2025Q3: 25,174 shares; 2025Q4: 25,470 shares; 2026Q1: 25,941 shares 25,941 $2.39M 0.01% +471 Timeline IDMO 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 12,170 shares; 2025Q2: 23,124 shares; 2025Q3: 27,025 shares; 2025Q4: 31,879 shares; 2026Q1: 43,557 shares 43,557 $2.39M 0.01% +11,678 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 12,483 shares; 2025Q1: 11,379 shares; 2025Q2: 12,341 shares; 2025Q3: 13,821 shares; 2025Q4: 29,017 shares; 2026Q1: 40,491 shares 40,491 $2.37M 0.01% +11,474 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 7,755 shares; 2025Q1: 7,269 shares; 2025Q2: 35,937 shares; 2025Q3: 38,161 shares; 2025Q4: 37,984 shares; 2026Q1: 40,321 shares 40,321 $2.36M 0.01% +2,337 Timeline XLB 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: 16,906 shares; 2024Q4: 16,922 shares; 2025Q1: 17,285 shares; 2025Q2: 17,849 shares; 2025Q3: 19,216 shares; 2025Q4: 38,212 shares; 2026Q1: 46,996 shares 46,996 $2.35M 0.01% +8,784 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: 13,224 shares; 2024Q4: 12,442 shares; 2025Q1: 12,191 shares; 2025Q2: 10,482 shares; 2025Q3: 11,231 shares; 2025Q4: 11,971 shares; 2026Q1: 12,545 shares 12,545 $2.34M 0.01% +574 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 10,099 shares; 2025Q1: 9,262 shares; 2025Q2: 25,752 shares; 2025Q3: 40,714 shares; 2025Q4: 40,652 shares; 2026Q1: 49,709 shares 49,709 $2.33M 0.01% +9,057 Timeline PFM 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: 42,362 shares; 2024Q4: 43,118 shares; 2025Q1: 43,810 shares; 2025Q2: 45,402 shares; 2025Q3: 45,865 shares; 2025Q4: 45,352 shares; 2026Q1: 45,598 shares 45,598 $2.33M 0.01% +246 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,055 shares; 2025Q3: 42,956 shares; 2025Q4: 63,001 shares; 2026Q1: 79,035 shares 79,035 $2.33M 0.01% +16,034 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: 17,555 shares; 2024Q4: 22,077 shares; 2025Q1: 22,606 shares; 2025Q2: 20,597 shares; 2025Q3: 20,536 shares; 2025Q4: 21,293 shares; 2026Q1: 21,620 shares 21,620 $2.31M 0.01% +327 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: 4,994 shares; 2024Q4: 4,878 shares; 2025Q1: 4,156 shares; 2025Q2: 2,212 shares; 2025Q3: 7,665 shares; 2025Q4: 7,618 shares; 2026Q1: 39,989 shares 39,989 $2.3M 0.01% +32,371 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,651 shares; 2024Q4: 30,374 shares; 2025Q1: 29,723 shares; 2025Q2: 28,342 shares; 2025Q3: 28,477 shares; 2025Q4: 28,489 shares; 2026Q1: 29,576 shares 29,576 $2.29M 0.01% +1,087 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,741 shares; 2024Q4: 6,933 shares; 2025Q1: 6,984 shares; 2025Q2: 7,171 shares; 2025Q3: 7,051 shares; 2025Q4: 6,489 shares; 2026Q1: 6,416 shares 6,416 $2.29M 0.01% -73 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 9,664 shares; 2025Q1: 30,689 shares; 2025Q2: 75,835 shares; 2025Q3: 120,933 shares; 2025Q4: 137,379 shares; 2026Q1: 150,120 shares 150,120 $2.28M 0.01% +12,741 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,768 shares; 2024Q4: 18,709 shares; 2025Q1: 18,721 shares; 2025Q2: 19,035 shares; 2025Q3: 18,805 shares; 2025Q4: 19,411 shares; 2026Q1: 18,821 shares 18,821 $2.28M 0.01% -590 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: 88,423 shares; 2024Q4: 95,207 shares; 2025Q1: 109,239 shares; 2025Q2: 113,360 shares; 2025Q3: 117,427 shares; 2025Q4: 96,646 shares; 2026Q1: 109,472 shares 109,472 $2.27M 0.01% +12,826 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 24,453 shares; 2025Q1: 23,457 shares; 2025Q2: 47,312 shares; 2025Q3: 50,358 shares; 2025Q4: 46,335 shares; 2026Q1: 48,843 shares 48,843 $2.27M 0.01% +2,508 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: 30,880 shares; 2024Q4: 27,484 shares; 2025Q1: 25,873 shares; 2025Q2: 21,283 shares; 2025Q3: 19,683 shares; 2025Q4: 19,180 shares; 2026Q1: 20,618 shares 20,618 $2.26M 0.01% +1,438 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,470 shares; 2024Q4: 68,563 shares; 2025Q1: 69,446 shares; 2025Q2: 68,681 shares; 2025Q3: 81,270 shares; 2025Q4: 145,104 shares; 2026Q1: 220,567 shares 220,567 $2.26M 0.01% +75,463 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,086 shares; 2024Q4: 70,718 shares; 2025Q1: 67,418 shares; 2025Q2: 71,318 shares; 2025Q3: 70,508 shares; 2025Q4: 70,258 shares; 2026Q1: 71,858 shares 71,858 $2.26M 0.01% +1,600 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 145,609 shares; 2026Q1: 90,336 shares 90,336 $2.25M 0.01% -55,273 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 88 shares; 2025Q2: 5,046 shares; 2025Q3: 5,423 shares; 2025Q4: 6,024 shares; 2026Q1: 7,030 shares 7,030 $2.24M 0.01% +1,006 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 7,724 shares; 2025Q1: 9,254 shares; 2025Q2: 9,037 shares; 2025Q3: 14,144 shares; 2025Q4: 19,912 shares; 2026Q1: 22,938 shares 22,938 $2.24M 0.01% +3,026 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: 15,005 shares; 2024Q4: 16,477 shares; 2025Q1: 18,217 shares; 2025Q2: 28,836 shares; 2025Q3: 91,560 shares; 2025Q4: 101,633 shares; 2026Q1: 48,304 shares 48,304 $2.23M 0.01% -53,329 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,376 shares; 2024Q4: 54,631 shares; 2025Q1: 46,687 shares; 2025Q2: 42,729 shares; 2025Q3: 39,686 shares; 2025Q4: 39,684 shares; 2026Q1: 49,313 shares 49,313 $2.22M 0.01% +9,629 Timeline CATH 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: 29,676 shares; 2024Q4: 32,391 shares; 2025Q1: 32,456 shares; 2025Q2: 32,199 shares; 2025Q3: 31,462 shares; 2025Q4: 31,025 shares; 2026Q1: 28,428 shares 28,428 $2.22M 0.01% -2,597 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,645 shares; 2024Q4: 22,739 shares; 2025Q1: 16,677 shares; 2025Q2: 18,078 shares; 2025Q3: 58,672 shares; 2025Q4: 43,465 shares; 2026Q1: 54,033 shares 54,033 $2.21M 0.01% +10,568 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,189 shares; 2024Q4: 64,666 shares; 2025Q1: 60,230 shares; 2025Q2: 193,533 shares; 2025Q3: 194,064 shares; 2025Q4: 195,511 shares; 2026Q1: 191,253 shares 191,253 $2.2M 0.01% -4,258 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 5,292 shares; 2025Q1: 4,165 shares; 2025Q2: 26,122 shares; 2025Q3: 26,535 shares; 2025Q4: 34,692 shares; 2026Q1: 38,853 shares 38,853 $2.2M 0.01% +4,161 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: 27,415 shares; 2024Q4: 26,769 shares; 2025Q1: 94,981 shares; 2025Q2: 29,779 shares; 2025Q3: 21,615 shares; 2025Q4: 20,679 shares; 2026Q1: 42,584 shares 42,584 $2.19M 0.01% +21,905 Timeline OPPJ 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 1,622 shares; 2025Q3: 1,346 shares; 2025Q4: 40,208 shares; 2026Q1: 40,095 shares 40,095 $2.18M 0.01% -113 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: 245,912 shares; 2024Q4: 248,133 shares; 2025Q1: 253,257 shares; 2025Q2: 254,515 shares; 2025Q3: 118,185 shares; 2025Q4: 110,420 shares; 2026Q1: 129,696 shares 129,696 $2.18M 0.01% +19,276 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 13,024 shares; 2025Q1: 13,126 shares; 2025Q2: 12,851 shares; 2025Q3: 13,045 shares; 2025Q4: 13,077 shares; 2026Q1: 13,726 shares 13,726 $2.17M 0.01% +649 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: 26,770 shares; 2024Q4: 36,406 shares; 2025Q1: 39,029 shares; 2025Q2: 33,941 shares; 2025Q3: 48,976 shares; 2025Q4: 41,316 shares; 2026Q1: 47,827 shares 47,827 $2.16M 0.01% +6,511 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: 1,300 shares; 2024Q4: 3,800 shares; 2025Q1: 1,300 shares; 2025Q2: 6,302 shares; 2025Q3: 6,529 shares; 2025Q4: 5,266 shares; 2026Q1: 23,819 shares 23,819 $2.15M 0.01% +18,553 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,737 shares; 2024Q4: 40,044 shares; 2025Q1: 49,877 shares; 2025Q2: 36,876 shares; 2025Q3: 31,597 shares; 2025Q4: 32,219 shares; 2026Q1: 32,294 shares 32,294 $2.14M 0.01% +75 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 12,769 shares; 2025Q1: 12,528 shares; 2025Q2: 13,309 shares; 2025Q3: 15,013 shares; 2025Q4: 17,871 shares; 2026Q1: 22,858 shares 22,858 $2.13M 0.01% +4,987 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,639 shares; 2026Q1: 64,442 shares 64,442 $2.13M 0.01% +29,803 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 9,618 shares; 2025Q1: 8,770 shares; 2025Q2: 8,676 shares; 2025Q3: 8,943 shares; 2025Q4: 11,281 shares; 2026Q1: 22,590 shares 22,590 $2.12M 0.01% +11,309 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,412 shares; 2024Q4: 137,699 shares; 2025Q1: 149,193 shares; 2025Q2: 145,072 shares; 2025Q3: 134,791 shares; 2025Q4: 133,787 shares; 2026Q1: 123,454 shares 123,454 $2.11M 0.01% -10,333 Timeline CLOI 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: 434 shares; 2025Q1: 806 shares; 2025Q2: 9,949 shares; 2025Q3: 11,839 shares; 2025Q4: 30,957 shares; 2026Q1: 39,941 shares 39,941 $2.1M 0.01% +8,984 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: 577 shares; 2025Q1: 35,246 shares; 2025Q2: 38,800 shares; 2025Q3: 45,494 shares; 2025Q4: 53,284 shares; 2026Q1: 58,530 shares 58,530 $2.1M 0.01% +5,246 Timeline IMTB 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: 15,150 shares; 2025Q2: 19,948 shares; 2025Q3: 34,161 shares; 2025Q4: 46,840 shares; 2026Q1: 48,027 shares 48,027 $2.1M 0.01% +1,187 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: 1,977 shares; 2024Q4: 3,085 shares; 2025Q1: 6,213 shares; 2025Q2: 5,494 shares; 2025Q3: 45,716 shares; 2025Q4: 46,252 shares; 2026Q1: 47,081 shares 47,081 $2.1M 0.01% +829 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 5,093 shares; 2025Q1: 5,850 shares; 2025Q2: 6,818 shares; 2025Q3: 5,827 shares; 2025Q4: 6,154 shares; 2026Q1: 6,144 shares 6,144 $2.1M 0.01% -10 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,837 shares; 2024Q4: 37,863 shares; 2025Q1: 28,582 shares; 2025Q2: 30,024 shares; 2025Q3: 28,207 shares; 2025Q4: 28,268 shares; 2026Q1: 32,165 shares 32,165 $2.1M 0.01% +3,897 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,814 shares; 2024Q4: 63,739 shares; 2025Q1: 72,214 shares; 2025Q2: 74,834 shares; 2025Q3: 77,449 shares; 2025Q4: 80,635 shares; 2026Q1: 84,174 shares 84,174 $2.08M 0.01% +3,539 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,605 shares; 2024Q4: 126,469 shares; 2025Q1: 97,553 shares; 2025Q2: 18,921 shares; 2025Q3: 40,743 shares; 2025Q4: 40,671 shares; 2026Q1: 26,368 shares 26,368 $2.07M 0.01% -14,303 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: 22,748 shares; 2024Q4: 23,249 shares; 2025Q1: 21,834 shares; 2025Q2: 27,804 shares; 2025Q3: 27,214 shares; 2025Q4: 29,311 shares; 2026Q1: 24,413 shares 24,413 $2.07M 0.01% -4,898 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 17,259 shares; 2025Q1: 41,412 shares; 2025Q2: 72,480 shares; 2025Q3: 72,447 shares; 2025Q4: 70,071 shares; 2026Q1: 56,736 shares 56,736 $2.07M 0.01% -13,335 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,188 shares; 2024Q4: 28,381 shares; 2025Q1: 31,106 shares; 2025Q2: 32,806 shares; 2025Q3: 35,368 shares; 2025Q4: 41,522 shares; 2026Q1: 38,817 shares 38,817 $2.07M 0.01% -2,705 Timeline OILT TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS 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: 46,680 shares; 2025Q3: 58,264 shares; 2025Q4: 59,037 shares; 2026Q1: 62,326 shares 62,326 $2.06M 0.01% +3,289 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: 79,210 shares; 2024Q4: 68,423 shares; 2025Q1: 66,837 shares; 2025Q2: 60,432 shares; 2025Q3: 43,471 shares; 2025Q4: 39,160 shares; 2026Q1: 49,417 shares 49,417 $2.06M 0.01% +10,257 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,864 shares; 2025Q1: 6,869 shares; 2025Q2: 7,067 shares; 2025Q3: 6,764 shares; 2025Q4: 6,370 shares; 2026Q1: 6,689 shares 6,689 $2.03M 0.01% +319 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,837 shares; 2025Q3: 40,456 shares; 2025Q4: 65,583 shares; 2026Q1: 75,760 shares 75,760 $2.02M 0.01% +10,177 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 8,213 shares; 2025Q1: 8,225 shares; 2025Q2: 8,431 shares; 2025Q3: 8,840 shares; 2025Q4: 8,927 shares; 2026Q1: 10,175 shares 10,175 $2.02M 0.01% +1,248 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 430,024 shares 430,024 $2.01M 0.01% +428,279 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,330 shares; 2025Q1: 2,115 shares; 2025Q2: 2,690 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 13,629 shares 13,629 $2.01M 0.01% +12,842 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,719 shares; 2025Q1: 67,318 shares; 2025Q2: 2,257 shares; 2025Q3: 2,188 shares; 2025Q4: 1,861 shares; 2026Q1: 5,037 shares 5,037 $2M 0.01% +3,176 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,702 shares; 2025Q2: 13,521 shares; 2025Q3: 48,300 shares; 2025Q4: 49,621 shares; 2026Q1: 49,035 shares 49,035 $2M 0.01% -586 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: 13,391 shares; 2024Q4: 13,042 shares; 2025Q1: 13,140 shares; 2025Q2: 13,563 shares; 2025Q3: 14,380 shares; 2025Q4: 13,974 shares; 2026Q1: 15,757 shares 15,757 $1.99M 0.01% +1,783 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,843 shares; 2025Q1: 8,592 shares; 2025Q2: 8,493 shares; 2025Q3: 11,397 shares; 2025Q4: 13,232 shares; 2026Q1: 10,498 shares 10,498 $1.99M 0.01% -2,734 Timeline BSJS 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: 383,151 shares; 2024Q4: 328,959 shares; 2025Q1: 324,102 shares; 2025Q2: 307,039 shares; 2025Q3: 283,384 shares; 2025Q4: 296,084 shares; 2026Q1: 91,308 shares 91,308 $1.98M 0.01% -204,776 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,077 shares; 2024Q4: 24,740 shares; 2025Q1: 22,432 shares; 2025Q2: 22,649 shares; 2025Q3: 20,110 shares; 2025Q4: 20,047 shares; 2026Q1: 21,209 shares 21,209 $1.98M 0.01% +1,162 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 1,506 shares; 2025Q1: 1,396 shares; 2025Q2: 2,096 shares; 2025Q3: 2,494 shares; 2025Q4: 20,295 shares; 2026Q1: 35,027 shares 35,027 $1.98M 0.01% +14,732 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: 8,342 shares; 2024Q4: 7,614 shares; 2025Q1: 6,693 shares; 2025Q2: 6,446 shares; 2025Q3: 6,388 shares; 2025Q4: 7,289 shares; 2026Q1: 9,118 shares 9,118 $1.98M 0.01% +1,829 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,579 shares; 2024Q4: 58,757 shares; 2025Q1: 60,585 shares; 2025Q2: 45,315 shares; 2025Q3: 39,998 shares; 2025Q4: 38,537 shares; 2026Q1: 35,668 shares 35,668 $1.97M 0.01% -2,869 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: 30,021 shares; 2024Q4: 31,347 shares; 2025Q1: 31,114 shares; 2025Q2: 32,998 shares; 2025Q3: 31,595 shares; 2025Q4: 34,568 shares; 2026Q1: 50,113 shares 50,113 $1.97M 0.01% +15,545 Timeline XBI 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: 14,765 shares; 2024Q4: 13,951 shares; 2025Q1: 14,096 shares; 2025Q2: 13,274 shares; 2025Q3: 13,262 shares; 2025Q4: 15,956 shares; 2026Q1: 15,316 shares 15,316 $1.96M 0.01% -640 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE 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: 111,496 shares; 2025Q3: 111,764 shares; 2025Q4: 111,157 shares; 2026Q1: 110,873 shares 110,873 $1.95M 0.01% -284 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 42,981 shares; 2026Q1: 43,336 shares 43,336 $1.95M 0.01% +355 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: 10,395 shares; 2024Q4: 27,824 shares; 2025Q1: 35,127 shares; 2025Q2: 35,695 shares; 2025Q3: 42,515 shares; 2025Q4: 49,209 shares; 2026Q1: 54,340 shares 54,340 $1.95M 0.01% +5,131 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: 10,324 shares; 2024Q4: 10,327 shares; 2025Q1: 2,765 shares; 2025Q2: 4,008 shares; 2025Q3: 4,077 shares; 2025Q4: 4,098 shares; 2026Q1: 23,489 shares 23,489 $1.95M 0.01% +19,391 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: 11,055 shares; 2024Q4: 13,118 shares; 2025Q1: 13,801 shares; 2025Q2: 13,763 shares; 2025Q3: 13,682 shares; 2025Q4: 13,407 shares; 2026Q1: 18,336 shares 18,336 $1.94M 0.01% +4,929 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: 24,362 shares; 2024Q4: 24,530 shares; 2025Q1: 19,941 shares; 2025Q2: 21,464 shares; 2025Q3: 22,095 shares; 2025Q4: 21,929 shares; 2026Q1: 21,221 shares 21,221 $1.94M 0.01% -708 Timeline XMHQ 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: 25,420 shares; 2024Q4: 40,947 shares; 2025Q1: 30,497 shares; 2025Q2: 28,433 shares; 2025Q3: 25,726 shares; 2025Q4: 20,508 shares; 2026Q1: 18,654 shares 18,654 $1.93M 0.01% -1,854 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,110 shares; 2024Q4: 173,233 shares; 2025Q1: 179,465 shares; 2025Q2: 123,693 shares; 2025Q3: 123,387 shares; 2025Q4: 138,047 shares; 2026Q1: 164,841 shares 164,841 $1.92M 0.01% +26,794 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: 44,112 shares; 2025Q3: 40,197 shares; 2025Q4: 42,053 shares; 2026Q1: 47,153 shares 47,153 $1.92M 0.01% +5,100 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: 401,090 shares; 2024Q4: 418,249 shares; 2025Q1: 468,794 shares; 2025Q2: 351,595 shares; 2025Q3: 337,674 shares; 2025Q4: 189,002 shares; 2026Q1: 150,118 shares 150,118 $1.92M 0.01% -38,884 Timeline VIOO 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: 11,145 shares; 2024Q4: 12,458 shares; 2025Q1: 14,058 shares; 2025Q2: 14,580 shares; 2025Q3: 14,986 shares; 2025Q4: 15,433 shares; 2026Q1: 16,676 shares 16,676 $1.91M 0.01% +1,243 Timeline FLUD FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares; 2026Q1: 76,540 shares 76,540 $1.91M 0.01% +36,540 Timeline LEGR 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 5,938 shares; 2025Q4: 16,599 shares; 2026Q1: 33,054 shares 33,054 $1.91M 0.01% +16,455 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,527 shares; 2024Q4: 14,313 shares; 2025Q1: 9,178 shares; 2025Q2: 8,889 shares; 2025Q3: 8,896 shares; 2025Q4: 9,077 shares; 2026Q1: 9,636 shares 9,636 $1.91M 0.01% +559 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: 3,625 shares; 2024Q4: 3,924 shares; 2025Q1: 4,683 shares; 2025Q2: 5,172 shares; 2025Q3: 5,633 shares; 2025Q4: 6,106 shares; 2026Q1: 6,935 shares 6,935 $1.91M 0.01% +829 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601,468 shares; 2024Q4: 427,901 shares; 2025Q1: 417,767 shares; 2025Q2: 52,553 shares; 2025Q3: 53,351 shares; 2025Q4: 50,940 shares; 2026Q1: 43,766 shares 43,766 $1.91M 0.01% -7,174 Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,641 shares 37,641 $1.9M 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 11,676 shares; 2025Q1: 13,491 shares; 2025Q2: 13,609 shares; 2025Q3: 15,201 shares; 2025Q4: 13,004 shares; 2026Q1: 9,106 shares 9,106 $1.9M 0.01% -3,898 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: 13,711 shares; 2024Q4: 4,092 shares; 2025Q1: 3,166 shares; 2025Q2: 3,172 shares; 2025Q3: 3,228 shares; 2025Q4: 3,275 shares; 2026Q1: 4,270 shares 4,270 $1.9M 0.01% +995 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 25,975 shares; 2025Q3: 29,384 shares; 2025Q4: 32,599 shares; 2026Q1: 47,151 shares 47,151 $1.9M 0.01% +14,552 JPIN 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: 28,393 shares; 2024Q4: 28,435 shares; 2025Q1: 29,413 shares; 2025Q2: 27,163 shares; 2025Q3: 26,281 shares; 2025Q4: 26,171 shares; 2026Q1: 26,456 shares 26,456 $1.88M 0.01% +285 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 5,856 shares; 2025Q1: 25,810 shares; 2025Q2: 38,449 shares; 2025Q3: 45,813 shares; 2025Q4: 57,187 shares; 2026Q1: 64,266 shares 64,266 $1.88M 0.01% +7,079 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,124 shares; 2024Q4: 7,287 shares; 2025Q1: 18,599 shares; 2025Q2: 33,222 shares; 2025Q3: 39,254 shares; 2025Q4: 62,305 shares; 2026Q1: 69,106 shares 69,106 $1.88M 0.01% +6,801 Timeline VGUS 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: 28,000 shares; 2025Q4: 29,312 shares; 2026Q1: 24,749 shares 24,749 $1.87M 0.01% -4,563 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,302 shares; 2024Q4: 34,384 shares; 2025Q1: 34,134 shares; 2025Q2: 34,051 shares; 2025Q3: 139,939 shares; 2025Q4: 36,642 shares; 2026Q1: 36,142 shares 36,142 $1.87M 0.01% -500 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: 38,131 shares; 2024Q4: 56,607 shares; 2025Q1: 46,516 shares; 2025Q2: 39,353 shares; 2025Q3: 182,302 shares; 2025Q4: 176,913 shares; 2026Q1: 186,501 shares 186,501 $1.87M 0.01% +9,588 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 16,387 shares; 2025Q1: 16,387 shares; 2025Q2: 16,387 shares; 2025Q3: 16,387 shares; 2025Q4: 16,387 shares; 2026Q1: 16,387 shares 16,387 $1.86M 0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,870 shares; 2024Q4: 154,410 shares; 2025Q1: 154,502 shares; 2025Q2: 160,860 shares; 2025Q3: 155,984 shares; 2025Q4: 159,936 shares; 2026Q1: 152,562 shares 152,562 $1.86M 0.01% -7,374 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,813 shares; 2025Q1: 8,255 shares; 2025Q2: 8,431 shares; 2025Q3: 7,404 shares; 2025Q4: 7,455 shares; 2026Q1: 7,382 shares 7,382 $1.85M 0.01% -73 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 15,404 shares; 2025Q1: 14,769 shares; 2025Q2: 9,764 shares; 2025Q3: 12,230 shares; 2025Q4: 12,039 shares; 2026Q1: 10,590 shares 10,590 $1.85M 0.01% -1,449 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: not reported; 2024Q4: 834 shares; 2025Q1: 4,106 shares; 2025Q2: 5,793 shares; 2025Q3: 11,942 shares; 2025Q4: 15,412 shares; 2026Q1: 25,002 shares 25,002 $1.85M 0.01% +9,590 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,364 shares; 2024Q4: 39,485 shares; 2025Q1: 39,071 shares; 2025Q2: 34,271 shares; 2025Q3: 34,271 shares; 2025Q4: 33,821 shares; 2026Q1: 33,076 shares 33,076 $1.85M 0.01% -745 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: 22,321 shares; 2024Q4: 22,321 shares; 2025Q1: 33,141 shares; 2025Q2: 35,425 shares; 2025Q3: 35,225 shares; 2025Q4: 36,746 shares; 2026Q1: 36,696 shares 36,696 $1.85M 0.01% -50 Timeline WTBN 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 14,861 shares; 2025Q3: 20,561 shares; 2025Q4: 20,561 shares; 2026Q1: 72,855 shares 72,855 $1.84M 0.01% +52,294 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 6,963 shares; 2025Q1: 6,792 shares; 2025Q2: 6,585 shares; 2025Q3: 6,608 shares; 2025Q4: 17,095 shares; 2026Q1: 22,965 shares 22,965 $1.84M 0.01% +5,870 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 16,936 shares; 2025Q4: 16,249 shares; 2026Q1: 59,644 shares 59,644 $1.82M 0.01% +43,395 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 5,965 shares; 2025Q4: 27,926 shares; 2026Q1: 29,132 shares 29,132 $1.81M 0.01% +1,206 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,599 shares; 2024Q4: 22,192 shares; 2025Q1: 11,187 shares; 2025Q2: 11,341 shares; 2025Q3: 15,199 shares; 2025Q4: 13,625 shares; 2026Q1: 13,238 shares 13,238 $1.81M 0.01% -387 Timeline QSPT 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: 51,474 shares; 2024Q4: 50,798 shares; 2025Q1: 50,948 shares; 2025Q2: 53,105 shares; 2025Q3: 53,855 shares; 2025Q4: 62,619 shares; 2026Q1: 58,760 shares 58,760 $1.8M 0.01% -3,859 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: 21,838 shares; 2024Q4: 21,702 shares; 2025Q1: 25,359 shares; 2025Q2: 26,631 shares; 2025Q3: 28,623 shares; 2025Q4: 30,889 shares; 2026Q1: 35,441 shares 35,441 $1.8M 0.01% +4,552 Timeline SUSC 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: 51,545 shares; 2024Q4: 56,490 shares; 2025Q1: 53,917 shares; 2025Q2: 59,867 shares; 2025Q3: 69,891 shares; 2025Q4: 72,465 shares; 2026Q1: 77,581 shares 77,581 $1.8M 0.01% +5,116 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 24,451 shares; 2025Q1: 285,077 shares; 2025Q2: 306,392 shares; 2025Q3: 53,137 shares; 2025Q4: 64,084 shares; 2026Q1: 50,411 shares 50,411 $1.79M 0.01% -13,673 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,620 shares; 2024Q4: 223,420 shares; 2025Q1: 250,390 shares; 2025Q2: 318,939 shares; 2025Q3: 311,706 shares; 2025Q4: 310,539 shares; 2026Q1: 319,274 shares 319,274 $1.79M 0.01% +8,735 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,735 shares; 2024Q4: 22,699 shares; 2025Q1: 20,626 shares; 2025Q2: 23,716 shares; 2025Q3: 21,913 shares; 2025Q4: 21,990 shares; 2026Q1: 33,510 shares 33,510 $1.79M 0.01% +11,520 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 788 shares; 2025Q1: 1,655 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares; 2026Q1: 26,144 shares 26,144 $1.78M 0.01% +24,407 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,436 shares; 2025Q1: 2,695 shares; 2025Q2: 3,860 shares; 2025Q3: 3,871 shares; 2025Q4: 3,757 shares; 2026Q1: 3,157 shares 3,157 $1.77M 0.01% -600 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: 17,575 shares; 2024Q4: 17,393 shares; 2025Q1: 16,027 shares; 2025Q2: 16,036 shares; 2025Q3: 16,897 shares; 2025Q4: 16,349 shares; 2026Q1: 16,664 shares 16,664 $1.77M 0.01% +315 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: 18,489 shares; 2024Q4: 16,632 shares; 2025Q1: 16,454 shares; 2025Q2: 17,285 shares; 2025Q3: 16,586 shares; 2025Q4: 16,183 shares; 2026Q1: 15,621 shares 15,621 $1.77M 0.01% -562 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: 38,668 shares; 2024Q4: 50,583 shares; 2025Q1: 47,000 shares; 2025Q2: 44,234 shares; 2025Q3: 48,689 shares; 2025Q4: 47,708 shares; 2026Q1: 50,240 shares 50,240 $1.77M 0.01% +2,532 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,522 shares; 2026Q1: 19,324 shares 19,324 $1.76M 0.01% +3,802 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: 12,230 shares; 2024Q4: 12,008 shares; 2025Q1: 10,819 shares; 2025Q2: 10,080 shares; 2025Q3: 13,539 shares; 2025Q4: 12,404 shares; 2026Q1: 13,328 shares 13,328 $1.75M 0.01% +924 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,162 shares; 2024Q4: 87,970 shares; 2025Q1: 64,173 shares; 2025Q2: 48,714 shares; 2025Q3: 44,134 shares; 2025Q4: 47,684 shares; 2026Q1: 45,082 shares 45,082 $1.74M 0.01% -2,602 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: 16,786 shares; 2024Q4: 16,786 shares; 2025Q1: 20,286 shares; 2025Q2: 27,257 shares; 2025Q3: 27,497 shares; 2025Q4: 25,885 shares; 2026Q1: 34,119 shares 34,119 $1.74M 0.01% +8,234 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,978 shares; 2024Q4: 29,744 shares; 2025Q1: 29,594 shares; 2025Q2: 32,294 shares; 2025Q3: 31,715 shares; 2025Q4: 33,592 shares; 2026Q1: 34,694 shares 34,694 $1.72M 0.01% +1,102 Timeline QMAR 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: 63,133 shares; 2024Q4: 61,830 shares; 2025Q1: 61,432 shares; 2025Q2: 60,637 shares; 2025Q3: 58,354 shares; 2025Q4: 51,383 shares; 2026Q1: 51,221 shares 51,221 $1.72M 0.01% -162 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,297 shares; 2024Q4: 11,004 shares; 2025Q1: 15,252 shares; 2025Q2: 15,759 shares; 2025Q3: 15,527 shares; 2025Q4: 16,523 shares; 2026Q1: 18,437 shares 18,437 $1.72M 0.01% +1,914 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: 12,814 shares; 2024Q4: 12,403 shares; 2025Q1: 12,543 shares; 2025Q2: 12,769 shares; 2025Q3: 13,671 shares; 2025Q4: 14,365 shares; 2026Q1: 14,227 shares 14,227 $1.72M 0.01% -138 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: 22,390 shares 22,390 $1.71M 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,089 shares; 2024Q4: 14,745 shares; 2025Q1: 11,994 shares; 2025Q2: 11,292 shares; 2025Q3: 12,643 shares; 2025Q4: 13,017 shares; 2026Q1: 21,286 shares 21,286 $1.7M 0.01% +8,269 Timeline OMDA OMADA HEALTH INC More: the full row for OMADA HEALTH 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: 137,810 shares; 2026Q1: 135,556 shares 135,556 $1.7M 0.01% -2,254 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: 9,485 shares; 2024Q4: 9,169 shares; 2025Q1: 13,911 shares; 2025Q2: 10,182 shares; 2025Q3: 9,822 shares; 2025Q4: 9,632 shares; 2026Q1: 9,770 shares 9,770 $1.69M 0.01% +138 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,707 shares; 2024Q4: 30,985 shares; 2025Q1: 31,082 shares; 2025Q2: 31,318 shares; 2025Q3: 30,838 shares; 2025Q4: 30,717 shares; 2026Q1: 30,648 shares 30,648 $1.68M 0.01% -69 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,806 shares; 2024Q4: 33,560 shares; 2025Q1: 31,327 shares; 2025Q2: 25,284 shares; 2025Q3: 25,341 shares; 2025Q4: 25,396 shares; 2026Q1: 25,837 shares 25,837 $1.68M 0.01% +441 Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,157 shares; 2025Q1: 10,912 shares; 2025Q2: 26,049 shares; 2025Q3: 28,559 shares; 2025Q4: 34,061 shares; 2026Q1: 46,342 shares 46,342 $1.68M 0.01% +12,281 CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 15,890 shares; 2025Q1: 16,641 shares; 2025Q2: 18,397 shares; 2025Q3: 18,397 shares; 2025Q4: 19,345 shares; 2026Q1: 79,695 shares 79,695 $1.68M 0.01% +60,350 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 18,504 shares; 2025Q1: 19,045 shares; 2025Q2: 18,963 shares; 2025Q3: 20,568 shares; 2025Q4: 21,439 shares; 2026Q1: 30,557 shares 30,557 $1.67M 0.01% +9,118 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 6,179 shares; 2025Q1: 83,722 shares; 2025Q2: 40,476 shares; 2025Q3: 20,287 shares; 2025Q4: 19,437 shares; 2026Q1: 64,712 shares 64,712 $1.67M 0.01% +45,275 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,815 shares; 2025Q1: 35,911 shares; 2025Q2: 40,134 shares; 2025Q3: 39,910 shares; 2025Q4: 43,606 shares; 2026Q1: 42,235 shares 42,235 $1.67M 0.01% -1,371 Timeline DFAT 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: 25,710 shares; 2024Q4: 28,650 shares; 2025Q1: 36,162 shares; 2025Q2: 26,711 shares; 2025Q3: 26,242 shares; 2025Q4: 26,409 shares; 2026Q1: 26,647 shares 26,647 $1.66M 0.01% +238 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,777 shares; 2025Q4: 10,204 shares; 2026Q1: 61,786 shares 61,786 $1.66M 0.01% +51,582 Timeline ARTY 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: 3,276 shares; 2024Q4: 5,472 shares; 2025Q1: 8,770 shares; 2025Q2: 14,441 shares; 2025Q3: 14,820 shares; 2025Q4: 17,851 shares; 2026Q1: 35,539 shares 35,539 $1.65M 0.01% +17,688 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: 31,601 shares; 2024Q4: 34,133 shares; 2025Q1: 34,179 shares; 2025Q2: 33,194 shares; 2025Q3: 32,836 shares; 2025Q4: 32,901 shares; 2026Q1: 33,604 shares 33,604 $1.65M 0.01% +703 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: 4,944 shares; 2024Q4: 5,081 shares; 2025Q1: 5,600 shares; 2025Q2: 5,780 shares; 2025Q3: 4,939 shares; 2025Q4: 4,503 shares; 2026Q1: 4,596 shares 4,596 $1.65M 0.01% +93 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,277 shares; 2024Q4: 25,260 shares; 2025Q1: 27,769 shares; 2025Q2: 30,178 shares; 2025Q3: 31,757 shares; 2025Q4: 32,255 shares; 2026Q1: 35,131 shares 35,131 $1.65M 0.01% +2,876 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 17,088 shares; 2025Q1: 18,971 shares; 2025Q2: 20,444 shares; 2025Q3: 25,030 shares; 2025Q4: 44,523 shares; 2026Q1: 60,423 shares 60,423 $1.65M 0.01% +15,900 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: 31,981 shares; 2024Q4: 31,712 shares; 2025Q1: 35,244 shares; 2025Q2: 35,019 shares; 2025Q3: 32,626 shares; 2025Q4: 35,621 shares; 2026Q1: 35,999 shares 35,999 $1.64M 0.01% +378 Timeline ESML 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: 7,877 shares; 2024Q4: 8,833 shares; 2025Q1: 9,157 shares; 2025Q2: 12,112 shares; 2025Q3: 11,697 shares; 2025Q4: 34,781 shares; 2026Q1: 34,804 shares 34,804 $1.64M 0.01% +23 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: 17,161 shares; 2024Q4: 15,657 shares; 2025Q1: 15,966 shares; 2025Q2: 15,162 shares; 2025Q3: 16,719 shares; 2025Q4: 16,246 shares; 2026Q1: 13,480 shares 13,480 $1.63M 0.01% -2,766 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: 20,796 shares; 2024Q4: 22,055 shares; 2025Q1: 21,244 shares; 2025Q2: 21,418 shares; 2025Q3: 20,717 shares; 2025Q4: 20,310 shares; 2026Q1: 21,073 shares 21,073 $1.62M 0.01% +763 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,014 shares; 2024Q4: 161,577 shares; 2025Q1: 104,218 shares; 2025Q2: 123,554 shares; 2025Q3: 137,073 shares; 2025Q4: 139,848 shares; 2026Q1: 144,326 shares 144,326 $1.62M 0.01% +4,478 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,477 shares; 2025Q1: 1,524 shares; 2025Q2: 1,483 shares; 2025Q3: 1,598 shares; 2025Q4: 1,501 shares; 2026Q1: 3,483 shares 3,483 $1.62M 0.01% +1,982 Timeline SKYY 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: 6,963 shares; 2024Q4: 7,820 shares; 2025Q1: 8,192 shares; 2025Q2: 8,656 shares; 2025Q3: 10,145 shares; 2025Q4: 9,161 shares; 2026Q1: 14,719 shares 14,719 $1.61M 0.01% +5,558 Timeline SMOT 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: 42,899 shares; 2024Q4: 49,728 shares; 2025Q1: 49,996 shares; 2025Q2: 49,046 shares; 2025Q3: 49,703 shares; 2025Q4: 47,167 shares; 2026Q1: 45,657 shares 45,657 $1.61M 0.01% -1,510 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: 9,609 shares; 2024Q4: 17,011 shares; 2025Q1: 17,938 shares; 2025Q2: 13,703 shares; 2025Q3: 12,322 shares; 2025Q4: 13,443 shares; 2026Q1: 16,445 shares 16,445 $1.6M 0.01% +3,002 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,746 shares; 2024Q4: 26,715 shares; 2025Q1: 26,481 shares; 2025Q2: 27,556 shares; 2025Q3: 26,520 shares; 2025Q4: 24,888 shares; 2026Q1: 23,863 shares 23,863 $1.6M 0.01% -1,025 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,044 shares; 2025Q3: 145,511 shares; 2025Q4: 147,974 shares; 2026Q1: 152,834 shares 152,834 $1.59M 0.01% +4,860 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,652 shares; 2024Q4: 28,472 shares; 2025Q1: 24,116 shares; 2025Q2: 24,037 shares; 2025Q3: 24,078 shares; 2025Q4: 23,735 shares; 2026Q1: 23,722 shares 23,722 $1.59M 0.01% -13 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,000 shares; 2025Q1: 5,030 shares; 2025Q2: 24,514 shares; 2025Q3: 28,432 shares; 2025Q4: 30,982 shares; 2026Q1: 38,044 shares 38,044 $1.58M 0.01% +7,062 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 3,783 shares; 2025Q1: 6,474 shares; 2025Q2: 12,789 shares; 2025Q3: 17,836 shares; 2025Q4: 19,524 shares; 2026Q1: 18,671 shares 18,671 $1.58M 0.01% -853 Timeline SCHB 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: 2,531 shares; 2024Q4: 13,155 shares; 2025Q1: 16,155 shares; 2025Q2: 32,000 shares; 2025Q3: 59,890 shares; 2025Q4: 67,800 shares; 2026Q1: 62,979 shares 62,979 $1.58M 0.01% -4,821 Timeline WTV 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: 45,820 shares; 2025Q1: 53,063 shares; 2025Q2: 43,853 shares; 2025Q3: 47,323 shares; 2025Q4: 1,218 shares; 2026Q1: 16,626 shares 16,626 $1.57M 0.01% +15,408 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: 19,203 shares; 2024Q4: 20,411 shares; 2025Q1: 21,090 shares; 2025Q2: 20,379 shares; 2025Q3: 20,795 shares; 2025Q4: 21,941 shares; 2026Q1: 22,078 shares 22,078 $1.57M 0.01% +137 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,792 shares; 2024Q4: 31,102 shares; 2025Q1: 26,269 shares; 2025Q2: 24,648 shares; 2025Q3: 19,472 shares; 2025Q4: 18,354 shares; 2026Q1: 34,681 shares 34,681 $1.57M 0.01% +16,327 Timeline QQXT 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: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 16,069 shares 16,069 $1.57M 0.01% +13,827 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,154 shares; 2025Q1: 35,661 shares; 2025Q2: 34,168 shares; 2025Q3: 37,699 shares; 2025Q4: 42,029 shares; 2026Q1: 119,447 shares 119,447 $1.57M 0.01% +77,418 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: 11,833 shares; 2024Q4: 12,188 shares; 2025Q1: 11,854 shares; 2025Q2: 17,926 shares; 2025Q3: 18,130 shares; 2025Q4: 14,464 shares; 2026Q1: 7,906 shares 7,906 $1.56M 0.01% -6,558 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,613 shares; 2024Q4: 149,834 shares; 2025Q1: 159,637 shares; 2025Q2: 165,562 shares; 2025Q3: 189,880 shares; 2025Q4: 204,485 shares; 2026Q1: 229,465 shares 229,465 $1.56M 0.01% +24,980 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,303 shares; 2025Q3: 16,258 shares; 2025Q4: 15,652 shares; 2026Q1: 16,394 shares 16,394 $1.55M 0.01% +742 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,634 shares; 2025Q1: 6,200 shares; 2025Q2: 6,363 shares; 2025Q3: 6,311 shares; 2025Q4: 6,582 shares; 2026Q1: 7,405 shares 7,405 $1.55M 0.01% +823 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,622 shares; 2025Q1: 5,117 shares; 2025Q2: 5,323 shares; 2025Q3: 5,612 shares; 2025Q4: 6,216 shares; 2026Q1: 12,372 shares 12,372 $1.54M 0.01% +6,156 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,201 shares; 2025Q1: 4,147 shares; 2025Q2: 5,299 shares; 2025Q3: 6,431 shares; 2025Q4: 7,424 shares; 2026Q1: 7,095 shares 7,095 $1.54M 0.01% -329 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 4,651 shares; 2025Q1: 6,888 shares; 2025Q2: 7,648 shares; 2025Q3: 10,225 shares; 2025Q4: 12,468 shares; 2026Q1: 22,232 shares 22,232 $1.54M 0.01% +9,764 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: 5,616 shares; 2024Q4: 5,458 shares; 2025Q1: 6,540 shares; 2025Q2: 6,814 shares; 2025Q3: 7,005 shares; 2025Q4: 6,395 shares; 2026Q1: 15,883 shares 15,883 $1.53M 0.01% +9,488 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 15,925 shares; 2025Q1: 16,245 shares; 2025Q2: 16,215 shares; 2025Q3: 15,625 shares; 2025Q4: 15,300 shares; 2026Q1: 30,302 shares 30,302 $1.53M 0.01% +15,002 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,888 shares; 2024Q4: 106,595 shares; 2025Q1: 111,070 shares; 2025Q2: 113,920 shares; 2025Q3: 115,418 shares; 2025Q4: 116,980 shares; 2026Q1: 118,605 shares 118,605 $1.53M 0.01% +1,625 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,916 shares; 2024Q4: 80,990 shares; 2025Q1: 82,323 shares; 2025Q2: 81,808 shares; 2025Q3: 79,003 shares; 2025Q4: 80,618 shares; 2026Q1: 79,982 shares 79,982 $1.52M 0.01% -636 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,365 shares; 2024Q4: 27,918 shares; 2025Q1: 28,301 shares; 2025Q2: 27,982 shares; 2025Q3: 32,414 shares; 2025Q4: 35,656 shares; 2026Q1: 35,913 shares 35,913 $1.52M 0.01% +257 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: 193,311 shares; 2024Q4: 163,567 shares; 2025Q1: 157,882 shares; 2025Q2: 154,881 shares; 2025Q3: 149,427 shares; 2025Q4: 135,655 shares; 2026Q1: 131,099 shares 131,099 $1.51M 0.01% -4,556 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: 60,373 shares; 2024Q4: 65,162 shares; 2025Q1: 63,817 shares; 2025Q2: 57,582 shares; 2025Q3: 55,288 shares; 2025Q4: 51,454 shares; 2026Q1: 55,045 shares 55,045 $1.51M 0.01% +3,591 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: 365,665 shares; 2024Q4: 364,423 shares; 2025Q1: 332,866 shares; 2025Q2: 331,076 shares; 2025Q3: 331,798 shares; 2025Q4: 219,042 shares; 2026Q1: 61,931 shares 61,931 $1.51M 0.01% -157,111 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,222 shares; 2024Q4: 49,419 shares; 2025Q1: 52,530 shares; 2025Q2: 53,253 shares; 2025Q3: 41,630 shares; 2025Q4: 43,391 shares; 2026Q1: 44,972 shares 44,972 $1.51M 0.01% +1,581 Timeline SPD 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: 41,493 shares; 2024Q4: 41,493 shares; 2025Q1: 41,493 shares; 2025Q2: 41,493 shares; 2025Q3: 41,493 shares; 2025Q4: 41,493 shares; 2026Q1: 41,493 shares 41,493 $1.51M 0.01% 0 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 52,550 shares 52,550 $1.5M 0.01% +51,250 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 6,765 shares; 2025Q4: 31,358 shares; 2026Q1: 47,293 shares 47,293 $1.5M 0.01% +15,935 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: 18,621 shares; 2024Q4: 22,358 shares; 2025Q1: 25,222 shares; 2025Q2: 23,230 shares; 2025Q3: 24,092 shares; 2025Q4: 22,630 shares; 2026Q1: 84,348 shares 84,348 $1.5M 0.01% +61,718 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: 63,869 shares; 2024Q4: 67,575 shares; 2025Q1: 75,034 shares; 2025Q2: 64,783 shares; 2025Q3: 63,800 shares; 2025Q4: 94,875 shares; 2026Q1: 95,122 shares 95,122 $1.49M 0.01% +247 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,835 shares; 2025Q1: 15,893 shares; 2025Q2: 16,200 shares; 2025Q3: 15,915 shares; 2025Q4: 18,616 shares; 2026Q1: 27,695 shares 27,695 $1.49M 0.01% +9,079 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,545 shares; 2024Q4: 34,910 shares; 2025Q1: 29,130 shares; 2025Q2: 25,131 shares; 2025Q3: 18,107 shares; 2025Q4: 18,827 shares; 2026Q1: 18,299 shares 18,299 $1.49M 0.01% -528 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 9,112 shares; 2025Q1: 16,528 shares; 2025Q2: 27,679 shares; 2025Q3: 33,395 shares; 2025Q4: 47,998 shares; 2026Q1: 56,722 shares 56,722 $1.49M 0.01% +8,724 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,750 shares; 2024Q4: 23,244 shares; 2025Q1: 22,794 shares; 2025Q2: 22,293 shares; 2025Q3: 22,421 shares; 2025Q4: 21,365 shares; 2026Q1: 29,290 shares 29,290 $1.48M 0.01% +7,925 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: 31,753 shares; 2024Q4: 31,439 shares; 2025Q1: 31,362 shares; 2025Q2: 30,787 shares; 2025Q3: 30,459 shares; 2025Q4: 30,446 shares; 2026Q1: 30,024 shares 30,024 $1.47M 0.01% -422 Timeline IWV 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: 4,000 shares; 2024Q4: 4,032 shares; 2025Q1: 3,732 shares; 2025Q2: 3,704 shares; 2025Q3: 3,789 shares; 2025Q4: 3,965 shares; 2026Q1: 3,957 shares 3,957 $1.47M 0.01% -8 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: 4,867 shares; 2024Q4: 4,513 shares; 2025Q1: 4,407 shares; 2025Q2: 4,799 shares; 2025Q3: 4,975 shares; 2025Q4: 4,867 shares; 2026Q1: 5,192 shares 5,192 $1.47M 0.01% +325 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 157 shares; 2026Q1: 29,391 shares 29,391 $1.46M 0.01% +29,234 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: 22,970 shares; 2024Q4: 23,042 shares; 2025Q1: 27,132 shares; 2025Q2: 23,758 shares; 2025Q3: 25,727 shares; 2025Q4: 24,338 shares; 2026Q1: 33,207 shares 33,207 $1.45M 0.01% +8,869 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 8,256 shares; 2025Q1: 10,098 shares; 2025Q2: 13,899 shares; 2025Q3: 18,107 shares; 2025Q4: 16,880 shares; 2026Q1: 19,177 shares 19,177 $1.44M 0.01% +2,297 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: 153,401 shares; 2025Q3: 155,501 shares; 2025Q4: 154,251 shares; 2026Q1: 166,570 shares 166,570 $1.44M 0.01% +12,319 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,492 shares; 2024Q4: 16,905 shares; 2025Q1: 18,958 shares; 2025Q2: 15,102 shares; 2025Q3: 11,716 shares; 2025Q4: 4,833 shares; 2026Q1: 5,066 shares 5,066 $1.43M 0.01% +233 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,296 shares; 2024Q4: 38,652 shares; 2025Q1: 39,437 shares; 2025Q2: 40,625 shares; 2025Q3: 41,290 shares; 2025Q4: 36,610 shares; 2026Q1: 35,402 shares 35,402 $1.43M 0.01% -1,208 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,874 shares; 2025Q2: 40,418 shares; 2025Q3: 40,000 shares; 2025Q4: 46,507 shares; 2026Q1: 39,485 shares 39,485 $1.43M 0.01% -7,022 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 67,267 shares; 2025Q1: 11,786 shares; 2025Q2: 11,265 shares; 2025Q3: 18,169 shares; 2025Q4: 19,801 shares; 2026Q1: 23,728 shares 23,728 $1.42M 0.01% +3,927 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: 117,104 shares; 2024Q4: 114,357 shares; 2025Q1: 126,108 shares; 2025Q2: 115,592 shares; 2025Q3: 118,285 shares; 2025Q4: 115,145 shares; 2026Q1: 117,930 shares 117,930 $1.42M 0.01% +2,785 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 427 shares; 2025Q4: 319 shares; 2026Q1: 12,067 shares 12,067 $1.41M 0.01% +11,748 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,581 shares; 2024Q4: 21,581 shares; 2025Q1: 21,581 shares; 2025Q2: 27,318 shares; 2025Q3: 27,948 shares; 2025Q4: 23,356 shares; 2026Q1: 23,607 shares 23,607 $1.41M 0.01% +251 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 9,373 shares; 2025Q1: 9,459 shares; 2025Q2: 11,345 shares; 2025Q3: 16,007 shares; 2025Q4: 19,084 shares; 2026Q1: 48,830 shares 48,830 $1.41M 0.01% +29,746 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,747 shares; 2024Q4: 5,507 shares; 2025Q1: 5,704 shares; 2025Q2: 7,171 shares; 2025Q3: 6,842 shares; 2025Q4: 14,561 shares; 2026Q1: 15,442 shares 15,442 $1.4M 0.01% +881 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: 46,233 shares; 2024Q4: 42,662 shares; 2025Q1: 41,118 shares; 2025Q2: 36,530 shares; 2025Q3: 34,100 shares; 2025Q4: 33,867 shares; 2026Q1: 36,425 shares 36,425 $1.39M 0.01% +2,558 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,412 shares; 2025Q1: 1,716 shares; 2025Q2: 1,826 shares; 2025Q3: 2,712 shares; 2025Q4: 2,924 shares; 2026Q1: 2,930 shares 2,930 $1.39M 0.01% +6 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 16,026 shares; 2025Q3: 24,546 shares; 2025Q4: 63,220 shares; 2026Q1: 111,249 shares 111,249 $1.38M 0.01% +48,029 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 104 shares; 2025Q1: 7,655 shares; 2025Q2: 7,273 shares; 2025Q3: 6,853 shares; 2025Q4: 14,687 shares; 2026Q1: 15,612 shares 15,612 $1.38M 0.01% +925 Timeline