FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,606 shares; 2024Q4: 12,606 shares; 2025Q1: 11,006 shares; 2025Q2: 11,006 shares; 2025Q3: 10,929 shares; 2025Q4: 10,854 shares; 2026Q1: 11,288 shares 11,288 $1.38M 0.01% +434 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 21,076 shares; 2025Q2: 20,787 shares; 2025Q3: 20,814 shares; 2025Q4: 19,977 shares; 2026Q1: 18,328 shares 18,328 $1.37M 0.01% -1,649 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 9,101 shares; 2025Q1: 8,784 shares; 2025Q2: 8,749 shares; 2025Q3: 10,447 shares; 2025Q4: 10,832 shares; 2026Q1: 10,811 shares 10,811 $1.37M 0.01% -21 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 11,161 shares; 2025Q1: 11,428 shares; 2025Q2: 10,171 shares; 2025Q3: 10,271 shares; 2025Q4: 9,987 shares; 2026Q1: 18,141 shares 18,141 $1.37M 0.01% +8,154 Timeline IDHQ 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 16,412 shares; 2025Q2: 17,879 shares; 2025Q3: 18,866 shares; 2025Q4: 21,502 shares; 2026Q1: 38,524 shares 38,524 $1.36M 0.01% +17,022 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 7,630 shares; 2025Q1: 6,200 shares; 2025Q2: 6,150 shares; 2025Q3: 3,512 shares; 2025Q4: 4,678 shares; 2026Q1: 2,523 shares 2,523 $1.36M 0.01% -2,155 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 24,753 shares; 2025Q1: 28,746 shares; 2025Q2: 29,346 shares; 2025Q3: 29,041 shares; 2025Q4: 29,555 shares; 2026Q1: 27,090 shares 27,090 $1.36M 0.01% -2,465 Timeline SMMV 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: 27,415 shares; 2024Q4: 27,117 shares; 2025Q1: 26,795 shares; 2025Q2: 26,794 shares; 2025Q3: 26,972 shares; 2025Q4: 29,912 shares; 2026Q1: 31,089 shares 31,089 $1.36M 0.01% +1,177 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,609 shares; 2025Q3: 17,436 shares; 2025Q4: 19,791 shares; 2026Q1: 21,400 shares 21,400 $1.35M 0.01% +1,609 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 3,521 shares; 2025Q1: 2,853 shares; 2025Q2: 2,816 shares; 2025Q3: 3,848 shares; 2025Q4: 3,453 shares; 2026Q1: 8,323 shares 8,323 $1.35M 0.01% +4,870 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,892 shares; 2024Q4: 12,421 shares; 2025Q1: 14,186 shares; 2025Q2: 11,867 shares; 2025Q3: 12,095 shares; 2025Q4: 13,055 shares; 2026Q1: 14,335 shares 14,335 $1.35M 0.01% +1,280 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,150 shares; 2024Q4: 33,018 shares; 2025Q1: 29,058 shares; 2025Q2: 29,240 shares; 2025Q3: 29,316 shares; 2025Q4: 29,218 shares; 2026Q1: 26,550 shares 26,550 $1.35M 0.01% -2,668 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,143 shares; 2024Q4: 83,693 shares; 2025Q1: 84,477 shares; 2025Q2: 89,419 shares; 2025Q3: 90,727 shares; 2025Q4: 90,678 shares; 2026Q1: 90,778 shares 90,778 $1.34M 0.01% +100 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,856 shares; 2024Q4: 22,676 shares; 2025Q1: 18,433 shares; 2025Q2: 17,954 shares; 2025Q3: 23,801 shares; 2025Q4: 30,002 shares; 2026Q1: 27,513 shares 27,513 $1.34M 0.01% -2,489 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 5,537 shares; 2025Q1: 9,612 shares; 2025Q2: 10,265 shares; 2025Q3: 11,651 shares; 2025Q4: 13,167 shares; 2026Q1: 16,222 shares 16,222 $1.34M 0.01% +3,055 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 10,942 shares; 2025Q1: 12,350 shares; 2025Q2: 12,570 shares; 2025Q3: 14,073 shares; 2025Q4: 15,626 shares; 2026Q1: 20,234 shares 20,234 $1.34M 0.01% +4,608 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 5,039 shares; 2025Q1: 5,039 shares; 2025Q2: 44,016 shares; 2025Q3: 138,590 shares; 2025Q4: 139,437 shares; 2026Q1: 140,481 shares 140,481 $1.34M 0.01% +1,044 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,619 shares; 2025Q3: 35,743 shares; 2025Q4: 44,623 shares; 2026Q1: 48,765 shares 48,765 $1.33M 0.01% +4,142 Timeline ESPO 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: 207 shares; 2024Q4: 827 shares; 2025Q1: 1,636 shares; 2025Q2: 2,063 shares; 2025Q3: 7,300 shares; 2025Q4: 10,649 shares; 2026Q1: 14,679 shares 14,679 $1.33M 0.01% +4,030 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 4,033 shares; 2025Q1: 4,471 shares; 2025Q2: 3,677 shares; 2025Q3: 8,515 shares; 2025Q4: 8,851 shares; 2026Q1: 9,051 shares 9,051 $1.32M 0.01% +200 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,960 shares; 2025Q1: 2,861 shares; 2025Q2: 2,749 shares; 2025Q3: 3,111 shares; 2025Q4: 3,245 shares; 2026Q1: 3,022 shares 3,022 $1.32M 0.01% -223 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 775 shares; 2025Q2: 700 shares; 2025Q3: 1,479 shares; 2025Q4: 3,614 shares; 2026Q1: 22,320 shares 22,320 $1.32M 0.01% +18,706 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 6,882 shares; 2025Q1: 6,515 shares; 2025Q2: 6,790 shares; 2025Q3: 10,735 shares; 2025Q4: 16,639 shares; 2026Q1: 21,485 shares 21,485 $1.31M 0.01% +4,846 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,279 shares; 2024Q4: 313,208 shares; 2025Q1: 285,890 shares; 2025Q2: 48,272 shares; 2025Q3: 48,343 shares; 2025Q4: 47,410 shares; 2026Q1: 52,802 shares 52,802 $1.31M 0.01% +5,392 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 16,438 shares; 2025Q1: 24,243 shares; 2025Q2: 23,844 shares; 2025Q3: 20,497 shares; 2025Q4: 25,454 shares; 2026Q1: 28,680 shares 28,680 $1.31M 0.01% +3,226 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,915 shares; 2024Q4: 128,759 shares; 2025Q1: 117,840 shares; 2025Q2: 106,651 shares; 2025Q3: 109,092 shares; 2025Q4: 120,286 shares; 2026Q1: 126,993 shares 126,993 $1.31M 0.01% +6,707 Timeline FICS 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: 3,911 shares; 2026Q1: 33,323 shares 33,323 $1.3M 0.01% +29,412 Timeline FTGS 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: 3,396 shares; 2024Q4: 17,443 shares; 2025Q1: 42,693 shares; 2025Q2: 47,156 shares; 2025Q3: 50,536 shares; 2025Q4: 41,520 shares; 2026Q1: 38,194 shares 38,194 $1.3M 0.01% -3,326 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 16,778 shares; 2025Q1: 19,228 shares; 2025Q2: 17,541 shares; 2025Q3: 16,583 shares; 2025Q4: 21,314 shares; 2026Q1: 16,334 shares 16,334 $1.3M 0.01% -4,980 Timeline JCPB 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: 568 shares; 2024Q4: 135,647 shares; 2025Q1: 190,890 shares; 2025Q2: 195,174 shares; 2025Q3: 202,610 shares; 2025Q4: 210,884 shares; 2026Q1: 27,538 shares 27,538 $1.3M 0.01% -183,346 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 5,760 shares; 2025Q1: 5,599 shares; 2025Q2: 5,516 shares; 2025Q3: 5,828 shares; 2025Q4: 5,927 shares; 2026Q1: 5,970 shares 5,970 $1.3M 0.01% +43 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,192 shares; 2025Q1: 1,196 shares; 2025Q2: 1,020 shares; 2025Q3: 1,215 shares; 2025Q4: 1,253 shares; 2026Q1: 2,377 shares 2,377 $1.29M 0.01% +1,124 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,675 shares; 2025Q3: 49,635 shares; 2025Q4: 81,957 shares; 2026Q1: 93,379 shares 93,379 $1.28M 0.01% +11,422 Timeline GFEB 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: 17,790 shares; 2024Q4: 17,200 shares; 2025Q1: 283,604 shares; 2025Q2: 157,782 shares; 2025Q3: 31,653 shares; 2025Q4: 28,092 shares; 2026Q1: 30,934 shares 30,934 $1.27M 0.01% +2,842 Timeline FEZ 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: 14,307 shares; 2024Q4: 16,782 shares; 2025Q1: 21,507 shares; 2025Q2: 20,585 shares; 2025Q3: 22,418 shares; 2025Q4: 20,326 shares; 2026Q1: 20,409 shares 20,409 $1.27M 0.01% +83 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,464 shares; 2025Q1: 4,958 shares; 2025Q2: 4,352 shares; 2025Q3: 1,913 shares; 2025Q4: 3,679 shares; 2026Q1: 4,505 shares 4,505 $1.27M 0.01% +826 Timeline DFGR 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: 1,325 shares; 2024Q4: 2,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,742 shares; 2025Q4: 19,350 shares; 2026Q1: 47,575 shares 47,575 $1.26M 0.01% +28,225 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,650 shares; 2025Q1: 66,975 shares; 2025Q2: 45,577 shares; 2025Q3: 49,972 shares; 2025Q4: 49,229 shares; 2026Q1: 50,437 shares 50,437 $1.26M 0.01% +1,208 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 11,922 shares; 2025Q1: 12,272 shares; 2025Q2: 12,272 shares; 2025Q3: 27,495 shares; 2025Q4: 34,157 shares; 2026Q1: 36,230 shares 36,230 $1.26M 0.01% +2,073 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 18,063 shares; 2025Q4: 30,000 shares; 2026Q1: 66,577 shares 66,577 $1.26M 0.01% +36,577 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,889 shares; 2024Q4: 27,573 shares; 2025Q1: 22,590 shares; 2025Q2: 21,830 shares; 2025Q3: 25,777 shares; 2025Q4: 23,781 shares; 2026Q1: 22,819 shares 22,819 $1.26M 0.01% -962 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 7,668 shares; 2025Q1: 9,890 shares; 2025Q2: 13,736 shares; 2025Q3: 13,850 shares; 2025Q4: 8,958 shares; 2026Q1: 10,080 shares 10,080 $1.26M 0.01% +1,122 Timeline FEM 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: 43,425 shares; 2024Q4: 43,054 shares; 2025Q1: 41,916 shares; 2025Q2: 41,931 shares; 2025Q3: 41,942 shares; 2025Q4: 41,950 shares; 2026Q1: 41,952 shares 41,952 $1.26M 0.01% +2 Timeline HYD 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: 23,117 shares; 2024Q4: 26,037 shares; 2025Q1: 26,479 shares; 2025Q2: 24,363 shares; 2025Q3: 26,015 shares; 2025Q4: 26,431 shares; 2026Q1: 25,061 shares 25,061 $1.26M 0.01% -1,370 Timeline JHCB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,121 shares; 2025Q3: 53,649 shares; 2025Q4: 53,625 shares; 2026Q1: 59,197 shares 59,197 $1.25M 0.01% +5,572 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,443 shares; 2024Q4: 11,063 shares; 2025Q1: 12,983 shares; 2025Q2: 12,821 shares; 2025Q3: 6,862 shares; 2025Q4: 6,367 shares; 2026Q1: 5,396 shares 5,396 $1.25M 0.01% -971 Timeline ALTL 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: 972 shares; 2024Q4: 972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,796 shares; 2026Q1: 28,296 shares 28,296 $1.24M 0.01% +22,500 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 61,924 shares 61,924 $1.24M 0.01% +60,424 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 2,369 shares; 2025Q1: 3,192 shares; 2025Q2: 8,338 shares; 2025Q3: 33,847 shares; 2025Q4: 25,992 shares; 2026Q1: 33,489 shares 33,489 $1.23M 0.01% +7,497 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 9,325 shares; 2025Q1: 11,113 shares; 2025Q2: 9,635 shares; 2025Q3: 9,039 shares; 2025Q4: 8,465 shares; 2026Q1: 24,722 shares 24,722 $1.23M 0.01% +16,257 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,722 shares; 2024Q4: 100,589 shares; 2025Q1: 121,511 shares; 2025Q2: 129,941 shares; 2025Q3: 133,596 shares; 2025Q4: 117,743 shares; 2026Q1: 110,841 shares 110,841 $1.22M 0.01% -6,902 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 19,140 shares; 2025Q1: 201,762 shares; 2025Q2: 19,454 shares; 2025Q3: 17,464 shares; 2025Q4: 26,791 shares; 2026Q1: 20,295 shares 20,295 $1.22M 0.01% -6,496 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 7,758 shares; 2025Q1: 8,050 shares; 2025Q2: 8,126 shares; 2025Q3: 7,899 shares; 2025Q4: 8,222 shares; 2026Q1: 7,474 shares 7,474 $1.22M 0.01% -748 Timeline PWB 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: 11,256 shares; 2024Q4: 10,430 shares; 2025Q1: 10,325 shares; 2025Q2: 10,425 shares; 2025Q3: 10,167 shares; 2025Q4: 10,010 shares; 2026Q1: 9,683 shares 9,683 $1.22M 0.01% -327 Timeline BKIE 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: 4,624 shares; 2024Q4: 4,399 shares; 2025Q1: 4,419 shares; 2025Q2: 6,674 shares; 2025Q3: 12,509 shares; 2025Q4: 13,048 shares; 2026Q1: 13,048 shares 13,048 $1.22M 0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 1,320 shares; 2025Q1: 1,964 shares; 2025Q2: 1,581 shares; 2025Q3: 1,325 shares; 2025Q4: 1,231 shares; 2026Q1: 1,435 shares 1,435 $1.22M 0.01% +204 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,188 shares; 2024Q4: 26,088 shares; 2025Q1: 17,170 shares; 2025Q2: 17,114 shares; 2025Q3: 18,606 shares; 2025Q4: 22,260 shares; 2026Q1: 23,975 shares 23,975 $1.21M 0.01% +1,715 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,935 shares; 2024Q4: 21,735 shares; 2025Q1: 34,529 shares; 2025Q2: 36,284 shares; 2025Q3: 34,722 shares; 2025Q4: 35,358 shares; 2026Q1: 33,581 shares 33,581 $1.21M 0.01% -1,777 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,268 shares; 2024Q4: 19,184 shares; 2025Q1: 20,434 shares; 2025Q2: 21,278 shares; 2025Q3: 21,835 shares; 2025Q4: 22,652 shares; 2026Q1: 23,076 shares 23,076 $1.21M 0.01% +424 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,843 shares; 2024Q4: 94,122 shares; 2025Q1: 116,514 shares; 2025Q2: 112,158 shares; 2025Q3: 111,956 shares; 2025Q4: 109,897 shares; 2026Q1: 82,022 shares 82,022 $1.21M 0.01% -27,875 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,546 shares; 2024Q4: 19,635 shares; 2025Q1: 19,635 shares; 2025Q2: 25,764 shares; 2025Q3: 27,831 shares; 2025Q4: 26,556 shares; 2026Q1: 26,952 shares 26,952 $1.21M 0.01% +396 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 576 shares; 2025Q2: 589 shares; 2025Q3: 2,089 shares; 2025Q4: 1,889 shares; 2026Q1: 9,847 shares 9,847 $1.21M 0.01% +7,958 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,968 shares; 2024Q4: 34,559 shares; 2025Q1: 29,913 shares; 2025Q2: 31,487 shares; 2025Q3: 32,964 shares; 2025Q4: 25,566 shares; 2026Q1: 24,896 shares 24,896 $1.21M 0.01% -670 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,473 shares; 2024Q4: 43,581 shares; 2025Q1: 42,808 shares; 2025Q2: 42,103 shares; 2025Q3: 41,446 shares; 2025Q4: 40,006 shares; 2026Q1: 24,915 shares 24,915 $1.21M 0.01% -15,091 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,726 shares; 2025Q1: 4,329 shares; 2025Q2: 4,338 shares; 2025Q3: 14,213 shares; 2025Q4: 31,638 shares; 2026Q1: 38,095 shares 38,095 $1.2M 0.01% +6,457 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 2,681 shares; 2025Q1: 2,636 shares; 2025Q2: 3,426 shares; 2025Q3: 3,151 shares; 2025Q4: 4,448 shares; 2026Q1: 7,019 shares 7,019 $1.2M 0.01% +2,571 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,367 shares; 2026Q1: 10,368 shares 10,368 $1.2M 0.01% +1 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 8,614 shares; 2025Q1: 10,729 shares; 2025Q2: 10,118 shares; 2025Q3: 9,072 shares; 2025Q4: 8,951 shares; 2026Q1: 11,505 shares 11,505 $1.19M 0.01% +2,554 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,126 shares; 2024Q4: 180,627 shares; 2025Q1: 120,223 shares; 2025Q2: 118,675 shares; 2025Q3: 138,190 shares; 2025Q4: 138,291 shares; 2026Q1: 136,924 shares 136,924 $1.19M 0.01% -1,367 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 6,737 shares; 2025Q1: 10,862 shares; 2025Q2: 13,371 shares; 2025Q3: 13,375 shares; 2025Q4: 12,821 shares; 2026Q1: 18,608 shares 18,608 $1.18M 0.01% +5,787 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,118 shares; 2024Q4: 172,326 shares; 2025Q1: 23,331 shares; 2025Q2: 21,580 shares; 2025Q3: 21,811 shares; 2025Q4: 21,786 shares; 2026Q1: 21,551 shares 21,551 $1.18M 0.01% -235 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,096 shares; 2025Q2: 4,135 shares; 2025Q3: 3,849 shares; 2025Q4: 3,177 shares; 2026Q1: 26,056 shares 26,056 $1.18M 0.01% +22,879 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,374 shares; 2024Q4: 24,581 shares; 2025Q1: 31,671 shares; 2025Q2: 3,180 shares; 2025Q3: 2,583 shares; 2025Q4: 3,982 shares; 2026Q1: 7,429 shares 7,429 $1.18M 0.01% +3,447 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 38,050 shares; 2025Q1: 48,480 shares; 2025Q2: 128,180 shares; 2025Q3: 146,692 shares; 2025Q4: 216,296 shares; 2026Q1: 146,453 shares 146,453 $1.18M 0.01% -69,843 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,921 shares; 2024Q4: 30,667 shares; 2025Q1: 16,363 shares; 2025Q2: 8,404 shares; 2025Q3: 7,298 shares; 2025Q4: 9,926 shares; 2026Q1: 8,569 shares 8,569 $1.18M 0.01% -1,357 Timeline GJAN 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: 26,475 shares; 2024Q4: 26,475 shares; 2025Q1: 26,348 shares; 2025Q2: 27,032 shares; 2025Q3: 26,732 shares; 2025Q4: 26,732 shares; 2026Q1: 27,999 shares 27,999 $1.17M 0.01% +1,267 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,628 shares; 2024Q4: 68,814 shares; 2025Q1: 88,320 shares; 2025Q2: 100,237 shares; 2025Q3: 98,813 shares; 2025Q4: 95,490 shares; 2026Q1: 93,641 shares 93,641 $1.17M 0.01% -1,849 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,575 shares; 2024Q4: 72,705 shares; 2025Q1: 72,905 shares; 2025Q2: 72,670 shares; 2025Q3: 70,630 shares; 2025Q4: 69,676 shares; 2026Q1: 59,815 shares 59,815 $1.17M 0.01% -9,861 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,340 shares; 2024Q4: 50,549 shares; 2025Q1: 50,845 shares; 2025Q2: 39,399 shares; 2025Q3: 46,262 shares; 2025Q4: 46,887 shares; 2026Q1: 12,838 shares 12,838 $1.17M 0.01% -34,049 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,230 shares; 2025Q1: 3,214 shares; 2025Q2: 3,981 shares; 2025Q3: 4,282 shares; 2025Q4: 5,109 shares; 2026Q1: 3,577 shares 3,577 $1.17M 0.01% -1,532 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 22,128 shares; 2025Q1: 22,939 shares; 2025Q2: 24,087 shares; 2025Q3: 21,560 shares; 2025Q4: 20,674 shares; 2026Q1: 19,830 shares 19,830 $1.17M 0.01% -844 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 6,687 shares; 2025Q1: 5,231 shares; 2025Q2: 5,542 shares; 2025Q3: 9,389 shares; 2025Q4: 8,463 shares; 2026Q1: 53,269 shares 53,269 $1.17M 0.01% +44,806 Timeline AVLV 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 126 shares; 2025Q3: 707 shares; 2025Q4: 729 shares; 2026Q1: 14,411 shares 14,411 $1.16M 0.01% +13,682 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,899 shares; 2024Q4: 101,797 shares; 2025Q1: 85,394 shares; 2025Q2: 87,925 shares; 2025Q3: 90,637 shares; 2025Q4: 87,797 shares; 2026Q1: 88,003 shares 88,003 $1.16M 0.01% +206 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,745 shares; 2024Q4: 17,984 shares; 2025Q1: 19,026 shares; 2025Q2: 19,061 shares; 2025Q3: 44,126 shares; 2025Q4: 44,656 shares; 2026Q1: 17,128 shares 17,128 $1.16M 0.01% -27,528 Timeline XJH 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: 58,046 shares; 2024Q4: 54,182 shares; 2025Q1: 30,090 shares; 2025Q2: 30,771 shares; 2025Q3: 30,158 shares; 2025Q4: 25,892 shares; 2026Q1: 25,483 shares 25,483 $1.16M 0.01% -409 Timeline CRBN 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: 6,034 shares; 2024Q4: 5,163 shares; 2025Q1: 5,163 shares; 2025Q2: 5,163 shares; 2025Q3: 5,163 shares; 2025Q4: 5,163 shares; 2026Q1: 5,183 shares 5,183 $1.15M 0.01% +20 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 940 shares; 2025Q1: 1,390 shares; 2025Q2: 2,719 shares; 2025Q3: 4,004 shares; 2025Q4: 9,264 shares; 2026Q1: 13,880 shares 13,880 $1.15M 0.01% +4,616 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: 6,751 shares; 2025Q1: 6,071 shares; 2025Q2: 8,759 shares; 2025Q3: 8,683 shares; 2025Q4: 9,802 shares; 2026Q1: 14,902 shares 14,902 $1.15M 0.01% +5,100 Timeline COWS 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: 5,485 shares; 2024Q4: 12,925 shares; 2025Q1: 21,138 shares; 2025Q2: 31,194 shares; 2025Q3: 35,325 shares; 2025Q4: 36,241 shares; 2026Q1: 34,842 shares 34,842 $1.15M 0.01% -1,399 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 13,060 shares; 2025Q1: 13,775 shares; 2025Q2: 17,233 shares; 2025Q3: 21,671 shares; 2025Q4: 20,236 shares; 2026Q1: 79,536 shares 79,536 $1.15M 0.01% +59,300 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 11,548 shares; 2025Q1: 12,370 shares; 2025Q2: 16,351 shares; 2025Q3: 22,390 shares; 2025Q4: 25,424 shares; 2026Q1: 19,983 shares 19,983 $1.15M 0.01% -5,441 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,040 shares; 2024Q4: 21,160 shares; 2025Q1: 20,763 shares; 2025Q2: 21,020 shares; 2025Q3: 26,694 shares; 2025Q4: 27,182 shares; 2026Q1: 27,181 shares 27,181 $1.14M 0.01% -1 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 6,029 shares; 2025Q1: 6,083 shares; 2025Q2: 6,457 shares; 2025Q3: 6,406 shares; 2025Q4: 6,153 shares; 2026Q1: 6,173 shares 6,173 $1.14M 0.01% +20 Timeline PSEP 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: 10,471 shares; 2024Q4: 10,471 shares; 2025Q1: 10,471 shares; 2025Q2: 9,972 shares; 2025Q3: 54,210 shares; 2025Q4: 52,874 shares; 2026Q1: 26,449 shares 26,449 $1.14M 0.01% -26,425 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,299 shares; 2024Q4: 129,653 shares; 2025Q1: 114,661 shares; 2025Q2: 111,399 shares; 2025Q3: 107,131 shares; 2025Q4: 105,681 shares; 2026Q1: 50,163 shares 50,163 $1.14M 0.01% -55,518 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 19,406 shares; 2025Q1: 29,002 shares; 2025Q2: 36,385 shares; 2025Q3: 40,533 shares; 2025Q4: 40,798 shares; 2026Q1: 40,665 shares 40,665 $1.14M 0.01% -133 Timeline EOS 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: 45,200 shares; 2024Q4: 46,761 shares; 2025Q1: 48,303 shares; 2025Q2: 48,971 shares; 2025Q3: 49,650 shares; 2025Q4: 51,103 shares; 2026Q1: 55,520 shares 55,520 $1.14M 0.01% +4,417 Timeline BSMR 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: 5,515 shares; 2024Q4: 5,385 shares; 2025Q1: 1,303 shares; 2025Q2: 8,949 shares; 2025Q3: 20,063 shares; 2025Q4: 45,162 shares; 2026Q1: 47,995 shares 47,995 $1.14M 0.01% +2,833 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,611 shares; 2024Q4: 61,451 shares; 2025Q1: 62,814 shares; 2025Q2: 66,135 shares; 2025Q3: 65,290 shares; 2025Q4: 65,296 shares; 2026Q1: 49,701 shares 49,701 $1.13M 0.01% -15,595 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 1,919 shares; 2025Q1: 3,183 shares; 2025Q2: 9,312 shares; 2025Q3: 14,225 shares; 2025Q4: 16,352 shares; 2026Q1: 17,687 shares 17,687 $1.13M 0.01% +1,335 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 169,398 shares; 2026Q1: 126,070 shares 126,070 $1.13M 0.01% -43,328 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 1,424 shares; 2025Q3: 923 shares; 2025Q4: 4,965 shares; 2026Q1: 29,943 shares 29,943 $1.13M 0.01% +24,978 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 23,192 shares; 2025Q1: 25,492 shares; 2025Q2: 22,367 shares; 2025Q3: 23,392 shares; 2025Q4: 25,842 shares; 2026Q1: 19,142 shares 19,142 $1.13M 0.01% -6,700 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,835 shares; 2024Q4: 58,856 shares; 2025Q1: 60,031 shares; 2025Q2: 96,475 shares; 2025Q3: 100,858 shares; 2025Q4: 84,061 shares; 2026Q1: 40,647 shares 40,647 $1.12M 0.01% -43,414 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 2,469 shares; 2026Q1: 49,824 shares 49,824 $1.12M 0.01% +47,355 Timeline IFV 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: 11,620 shares; 2024Q4: 14,725 shares; 2025Q1: 13,317 shares; 2025Q2: 10,533 shares; 2025Q3: 16,577 shares; 2025Q4: 17,497 shares; 2026Q1: 44,335 shares 44,335 $1.12M 0.01% +26,838 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 7,053 shares; 2025Q1: 7,339 shares; 2025Q2: 8,724 shares; 2025Q3: 7,363 shares; 2025Q4: 7,050 shares; 2026Q1: 5,730 shares 5,730 $1.12M 0.01% -1,320 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 7,348 shares; 2025Q1: 6,355 shares; 2025Q2: 5,520 shares; 2025Q3: 4,922 shares; 2025Q4: 4,996 shares; 2026Q1: 5,415 shares 5,415 $1.12M 0.01% +419 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 15,970 shares; 2026Q1: 27,498 shares 27,498 $1.12M 0.01% +11,528 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly 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 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 15,526 shares 15,526 $1.12M 0.01% +15,313 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,463 shares; 2024Q4: 20,419 shares; 2025Q1: 20,396 shares; 2025Q2: 20,356 shares; 2025Q3: 19,885 shares; 2025Q4: 19,852 shares; 2026Q1: 10,432 shares 10,432 $1.12M 0.01% -9,420 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 290 shares; 2025Q1: 322 shares; 2025Q2: 376 shares; 2025Q3: 2,417 shares; 2025Q4: 2,815 shares; 2026Q1: 3,424 shares 3,424 $1.11M 0.01% +609 Timeline AVDV 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: 436 shares; 2024Q4: 296 shares; 2025Q1: 268 shares; 2025Q2: 4,376 shares; 2025Q3: 7,791 shares; 2025Q4: 8,271 shares; 2026Q1: 11,117 shares 11,117 $1.11M 0.01% +2,846 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6,702 shares; 2025Q1: 6,919 shares; 2025Q2: 7,064 shares; 2025Q3: 7,587 shares; 2025Q4: 7,888 shares; 2026Q1: 8,630 shares 8,630 $1.11M 0.01% +742 Timeline IPAC 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: 320 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 376 shares; 2025Q3: 246 shares; 2025Q4: 254 shares; 2026Q1: 14,459 shares 14,459 $1.11M 0.01% +14,205 Timeline GNOV 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,250 shares; 2025Q4: 28,375 shares; 2026Q1: 28,375 shares 28,375 $1.1M 0.01% 0 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,549 shares; 2024Q4: 39,918 shares; 2025Q1: 40,827 shares; 2025Q2: 42,427 shares; 2025Q3: 46,543 shares; 2025Q4: 48,793 shares; 2026Q1: 49,323 shares 49,323 $1.1M 0.01% +530 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,460 shares; 2024Q4: 25,156 shares; 2025Q1: 29,584 shares; 2025Q2: 33,408 shares; 2025Q3: 50,147 shares; 2025Q4: 56,030 shares; 2026Q1: 58,325 shares 58,325 $1.1M 0.01% +2,295 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 9,776 shares; 2025Q1: 9,813 shares; 2025Q2: 7,081 shares; 2025Q3: 7,453 shares; 2025Q4: 13,856 shares; 2026Q1: 15,050 shares 15,050 $1.1M 0.01% +1,194 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 13,525 shares; 2025Q1: 24,625 shares; 2025Q2: 23,532 shares; 2025Q3: 22,005 shares; 2025Q4: 17,201 shares; 2026Q1: 15,953 shares 15,953 $1.1M 0.01% -1,248 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,108 shares; 2024Q4: 271,492 shares; 2025Q1: 320,413 shares; 2025Q2: 372,801 shares; 2025Q3: 389,757 shares; 2025Q4: 140,784 shares; 2026Q1: 120,270 shares 120,270 $1.1M 0.01% -20,514 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 224 shares; 2025Q1: 5,601 shares; 2025Q2: 5,556 shares; 2025Q3: 5,605 shares; 2025Q4: 5,604 shares; 2026Q1: 5,831 shares 5,831 $1.1M 0.01% +227 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,851 shares; 2024Q4: 30,454 shares; 2025Q1: 31,877 shares; 2025Q2: 31,611 shares; 2025Q3: 34,070 shares; 2025Q4: 31,667 shares; 2026Q1: 40,073 shares 40,073 $1.09M 0.01% +8,406 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,772 shares; 2025Q1: 2,744 shares; 2025Q2: 2,723 shares; 2025Q3: 3,014 shares; 2025Q4: 2,892 shares; 2026Q1: 3,038 shares 3,038 $1.09M 0.01% +146 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,282 shares; 2024Q4: 82,700 shares; 2025Q1: 76,155 shares; 2025Q2: 76,055 shares; 2025Q3: 137,629 shares; 2025Q4: 133,980 shares; 2026Q1: 128,880 shares 128,880 $1.09M 0.01% -5,100 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,375 shares; 2024Q4: 22,352 shares; 2025Q1: 22,258 shares; 2025Q2: 20,341 shares; 2025Q3: 23,612 shares; 2025Q4: 21,477 shares; 2026Q1: 23,752 shares 23,752 $1.09M 0.01% +2,275 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,027 shares; 2024Q4: 61,134 shares; 2025Q1: 45,174 shares; 2025Q2: 42,647 shares; 2025Q3: 42,648 shares; 2025Q4: 42,651 shares; 2026Q1: 42,652 shares 42,652 $1.09M 0.01% +1 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,652 shares; 2026Q1: 31,215 shares 31,215 $1.08M 0.01% +24,563 Timeline FSTA 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: 14,939 shares; 2024Q4: 14,515 shares; 2025Q1: 14,346 shares; 2025Q2: 17,413 shares; 2025Q3: 18,872 shares; 2025Q4: 18,604 shares; 2026Q1: 20,637 shares 20,637 $1.08M 0.01% +2,033 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,892 shares; 2024Q4: 10,174 shares; 2025Q1: 9,827 shares; 2025Q2: 8,385 shares; 2025Q3: 8,553 shares; 2025Q4: 8,780 shares; 2026Q1: 9,816 shares 9,816 $1.08M 0.01% +1,036 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,018 shares; 2024Q4: 21,607 shares; 2025Q1: 21,616 shares; 2025Q2: 20,551 shares; 2025Q3: 19,197 shares; 2025Q4: 18,372 shares; 2026Q1: 16,539 shares 16,539 $1.08M 0.01% -1,833 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,703 shares; 2024Q4: 71,820 shares; 2025Q1: 58,526 shares; 2025Q2: 60,236 shares; 2025Q3: 57,074 shares; 2025Q4: 61,243 shares; 2026Q1: 47,895 shares 47,895 $1.08M 0.01% -13,348 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,125 shares; 2025Q1: 20,164 shares; 2025Q2: 7,101 shares; 2025Q3: 16,080 shares; 2025Q4: 33,079 shares; 2026Q1: 40,994 shares 40,994 $1.08M 0.01% +7,915 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 102 shares; 2025Q2: 364 shares; 2025Q3: 5,384 shares; 2025Q4: 6,882 shares; 2026Q1: 8,922 shares 8,922 $1.08M 0.01% +2,040 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,263 shares; 2024Q4: 487,300 shares; 2025Q1: 2,378 shares; 2025Q2: 15,713 shares; 2025Q3: 29,154 shares; 2025Q4: 26,827 shares; 2026Q1: 14,119 shares 14,119 $1.07M 0.01% -12,708 Timeline JPIE 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: 584 shares; 2024Q4: 584 shares; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 14,977 shares; 2025Q4: 21,779 shares; 2026Q1: 23,171 shares 23,171 $1.07M 0.01% +1,392 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,643 shares; 2024Q4: 196,905 shares; 2025Q1: 249,399 shares; 2025Q2: 48,349 shares; 2025Q3: 43,779 shares; 2025Q4: 13,903 shares; 2026Q1: 191,316 shares 191,316 $1.06M 0.01% +177,413 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,689 shares; 2025Q1: 3,971 shares; 2025Q2: 3,805 shares; 2025Q3: 2,104 shares; 2025Q4: 2,086 shares; 2026Q1: 2,160 shares 2,160 $1.06M 0.01% +74 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 7,315 shares; 2025Q1: 8,066 shares; 2025Q2: 8,233 shares; 2025Q3: 8,464 shares; 2025Q4: 8,463 shares; 2026Q1: 8,070 shares 8,070 $1.06M 0.01% -393 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,384 shares; 2024Q4: 69,368 shares; 2025Q1: 74,493 shares; 2025Q2: 78,098 shares; 2025Q3: 80,680 shares; 2025Q4: 82,344 shares; 2026Q1: 90,642 shares 90,642 $1.06M 0.01% +8,298 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 7,050 shares; 2025Q1: 11,339 shares; 2025Q2: 9,586 shares; 2025Q3: 16,045 shares; 2025Q4: 16,846 shares; 2026Q1: 24,614 shares 24,614 $1.06M 0.01% +7,768 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,026 shares; 2024Q4: 25,241 shares; 2025Q1: 25,241 shares; 2025Q2: 24,268 shares; 2025Q3: 19,702 shares; 2025Q4: 18,702 shares; 2026Q1: 22,295 shares 22,295 $1.05M 0.01% +3,593 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 693 shares; 2025Q3: 3,445 shares; 2025Q4: 11,933 shares; 2026Q1: 11,557 shares 11,557 $1.05M 0.01% -376 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 7,723 shares; 2025Q1: 8,559 shares; 2025Q2: 8,251 shares; 2025Q3: 8,415 shares; 2025Q4: 9,315 shares; 2026Q1: 9,744 shares 9,744 $1.05M 0.01% +429 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 3,250 shares; 2025Q3: 32,119 shares; 2025Q4: 68,404 shares; 2026Q1: 75,048 shares 75,048 $1.05M 0.01% +6,644 Timeline EES 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: 66,639 shares; 2024Q4: 60,291 shares; 2025Q1: 61,312 shares; 2025Q2: 21,854 shares; 2025Q3: 18,803 shares; 2025Q4: 18,129 shares; 2026Q1: 18,041 shares 18,041 $1.05M 0.01% -88 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,125 shares 12,125 $1.04M 0.01% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,616 shares; 2025Q1: 2,794 shares; 2025Q2: 8,184 shares; 2025Q3: 30,343 shares; 2025Q4: 46,941 shares; 2026Q1: 28,631 shares 28,631 $1.04M 0.01% -18,310 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,607 shares; 2025Q1: 2,163 shares; 2025Q2: 3,235 shares; 2025Q3: 3,272 shares; 2025Q4: 5,819 shares; 2026Q1: 20,462 shares 20,462 $1.04M 0.01% +14,643 Timeline TITN TITAN MACHY INC More: the full row for TITAN MACHY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,626 shares 61,626 $1.03M 0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 1,009 shares; 2025Q2: 927 shares; 2025Q3: 883 shares; 2025Q4: 5,597 shares; 2026Q1: 6,019 shares 6,019 $1.03M 0.01% +422 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,183 shares; 2025Q3: 13,311 shares; 2025Q4: 36,869 shares; 2026Q1: 43,956 shares 43,956 $1.03M 0.01% +7,087 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 237 shares; 2025Q1: 226,978 shares; 2025Q2: 436,285 shares; 2025Q3: 349,789 shares; 2025Q4: 181,638 shares; 2026Q1: 14,630 shares 14,630 $1.03M 0.01% -167,008 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,070 shares; 2024Q4: 159,543 shares; 2025Q1: 160,372 shares; 2025Q2: 8,975 shares; 2025Q3: 13,295 shares; 2025Q4: 8,412 shares; 2026Q1: 21,395 shares 21,395 $1.03M 0.01% +12,983 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,083 shares; 2025Q1: 1,071 shares; 2025Q2: 1,122 shares; 2025Q3: 1,379 shares; 2025Q4: 6,054 shares; 2026Q1: 6,167 shares 6,167 $1.02M 0.01% +113 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 1,677 shares; 2025Q1: 1,801 shares; 2025Q2: 2,493 shares; 2025Q3: 2,475 shares; 2025Q4: 3,870 shares; 2026Q1: 49,528 shares 49,528 $1.02M 0.01% +45,658 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 2,191 shares; 2025Q1: 2,231 shares; 2025Q2: 2,142 shares; 2025Q3: 5,102 shares; 2025Q4: 5,303 shares; 2026Q1: 5,352 shares 5,352 $1.02M 0.01% +49 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 5,131 shares; 2025Q1: 5,455 shares; 2025Q2: 4,744 shares; 2025Q3: 6,014 shares; 2025Q4: 6,141 shares; 2026Q1: 6,759 shares 6,759 $1.02M 0.01% +618 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,905 shares; 2025Q1: 2,164 shares; 2025Q2: 2,050 shares; 2025Q3: 2,228 shares; 2025Q4: 2,353 shares; 2026Q1: 2,871 shares 2,871 $1.02M 0.01% +518 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579,056 shares; 2024Q4: 578,438 shares; 2025Q1: 576,211 shares; 2025Q2: 575,687 shares; 2025Q3: 36,578 shares; 2025Q4: 32,605 shares; 2026Q1: 27,180 shares 27,180 $1.01M 0.01% -5,425 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,704 shares; 2024Q4: 18,551 shares; 2025Q1: 18,990 shares; 2025Q2: 18,194 shares; 2025Q3: 18,952 shares; 2025Q4: 14,844 shares; 2026Q1: 14,599 shares 14,599 $1.01M 0.01% -245 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,013 shares; 2025Q1: 25,535 shares; 2025Q2: 23,340 shares; 2025Q3: 29,066 shares; 2025Q4: 31,058 shares; 2026Q1: 32,434 shares 32,434 $1M 0.01% +1,376 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 11,255 shares; 2025Q1: 11,592 shares; 2025Q2: 9,691 shares; 2025Q3: 10,295 shares; 2025Q4: 9,816 shares; 2026Q1: 6,613 shares 6,613 $1M 0.01% -3,203 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 1,765 shares; 2025Q1: 2,256 shares; 2025Q2: 1,802 shares; 2025Q3: 1,906 shares; 2025Q4: 1,504 shares; 2026Q1: 723 shares 723 $997K 0.01% -781 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 11,297 shares; 2025Q1: 7,902 shares; 2025Q2: 5,017 shares; 2025Q3: 4,067 shares; 2025Q4: 1,870 shares; 2026Q1: 15,855 shares 15,855 $996K 0.01% +13,985 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 14,842 shares; 2025Q3: 31,874 shares; 2025Q4: 31,079 shares; 2026Q1: 33,470 shares 33,470 $995K 0.01% +2,391 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,291 shares; 2024Q4: 69,920 shares; 2025Q1: 71,261 shares; 2025Q2: 71,617 shares; 2025Q3: 72,563 shares; 2025Q4: 73,355 shares; 2026Q1: 76,765 shares 76,765 $994K 0.01% +3,410 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,261 shares; 2024Q4: 13,010 shares; 2025Q1: 13,527 shares; 2025Q2: 23,192 shares; 2025Q3: 22,543 shares; 2025Q4: 23,416 shares; 2026Q1: 31,975 shares 31,975 $994K 0.01% +8,559 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 16,864 shares; 2025Q1: 17,852 shares; 2025Q2: 17,809 shares; 2025Q3: 17,809 shares; 2025Q4: 18,028 shares; 2026Q1: 120,616 shares 120,616 $985K 0.01% +102,588 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,596 shares; 2024Q4: 74,735 shares; 2025Q1: 73,842 shares; 2025Q2: 80,172 shares; 2025Q3: 83,457 shares; 2025Q4: 81,423 shares; 2026Q1: 92,395 shares 92,395 $980K <0.01% +10,972 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,214 shares; 2024Q4: 94,575 shares; 2025Q1: 49,933 shares; 2025Q2: 51,624 shares; 2025Q3: 47,073 shares; 2025Q4: 32,060 shares; 2026Q1: 34,129 shares 34,129 $980K <0.01% +2,069 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 5,030 shares; 2025Q1: 6,246 shares; 2025Q2: 6,583 shares; 2025Q3: 6,470 shares; 2025Q4: 5,745 shares; 2026Q1: 12,542 shares 12,542 $979K <0.01% +6,797 Timeline EZU 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: 5,061 shares; 2024Q4: 4,937 shares; 2025Q1: 99,295 shares; 2025Q2: 22,919 shares; 2025Q3: 15,422 shares; 2025Q4: 15,571 shares; 2026Q1: 15,545 shares 15,545 $974K <0.01% -26 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 263 shares; 2025Q3: 40,024 shares; 2025Q4: 16,013 shares; 2026Q1: 19,377 shares 19,377 $969K <0.01% +3,364 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 4,321 shares; 2025Q4: 4,398 shares; 2026Q1: 10,953 shares 10,953 $968K <0.01% +6,555 Timeline BUFF 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: 2,670 shares; 2024Q4: 5,548 shares; 2025Q1: 18,663 shares; 2025Q2: 19,208 shares; 2025Q3: 19,385 shares; 2025Q4: 19,183 shares; 2026Q1: 19,587 shares 19,587 $968K <0.01% +404 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 2,462 shares; 2025Q1: 2,476 shares; 2025Q2: 2,544 shares; 2025Q3: 2,573 shares; 2025Q4: 2,533 shares; 2026Q1: 2,651 shares 2,651 $964K <0.01% +118 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,179 shares 35,179 $964K <0.01% new Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 1,678 shares; 2025Q4: 5,107 shares; 2026Q1: 19,011 shares 19,011 $961K <0.01% +13,904 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,360 shares; 2024Q4: 49,646 shares; 2025Q1: 45,742 shares; 2025Q2: 43,007 shares; 2025Q3: 62,373 shares; 2025Q4: 61,276 shares; 2026Q1: 49,177 shares 49,177 $960K <0.01% -12,099 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,621 shares; 2025Q4: 17,679 shares; 2026Q1: 20,402 shares 20,402 $959K <0.01% +2,723 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 2,028 shares; 2025Q1: 2,487 shares; 2025Q2: 2,446 shares; 2025Q3: 2,426 shares; 2025Q4: 1,788 shares; 2026Q1: 1,616 shares 1,616 $951K <0.01% -172 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,797 shares; 2024Q4: 87,011 shares; 2025Q1: 86,487 shares; 2025Q2: 88,174 shares; 2025Q3: 87,056 shares; 2025Q4: 87,419 shares; 2026Q1: 91,342 shares 91,342 $951K <0.01% +3,923 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,290 shares; 2024Q4: 32,885 shares; 2025Q1: 10,119 shares; 2025Q2: 10,222 shares; 2025Q3: 10,326 shares; 2025Q4: 10,092 shares; 2026Q1: 10,858 shares 10,858 $951K <0.01% +766 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 201 shares; 2025Q1: 1,358 shares; 2025Q2: 13,978 shares; 2025Q3: 19,450 shares; 2025Q4: 21,613 shares; 2026Q1: 27,712 shares 27,712 $950K <0.01% +6,099 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,260 shares; 2024Q4: 49,403 shares; 2025Q1: 45,940 shares; 2025Q2: 46,025 shares; 2025Q3: 44,369 shares; 2025Q4: 37,972 shares; 2026Q1: 38,850 shares 38,850 $949K <0.01% +878 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 5,109 shares; 2025Q1: 5,408 shares; 2025Q2: 3,363 shares; 2025Q3: 3,165 shares; 2025Q4: 3,061 shares; 2026Q1: 3,837 shares 3,837 $948K <0.01% +776 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,560 shares; 2026Q1: 12,436 shares 12,436 $947K <0.01% -124 Timeline AOA 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: 8,526 shares; 2024Q4: 10,094 shares; 2025Q1: 9,992 shares; 2025Q2: 10,145 shares; 2025Q3: 10,459 shares; 2025Q4: 10,162 shares; 2026Q1: 10,692 shares 10,692 $946K <0.01% +530 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 6,325 shares; 2025Q1: 6,718 shares; 2025Q2: 5,168 shares; 2025Q3: 5,447 shares; 2025Q4: 3,459 shares; 2026Q1: 3,454 shares 3,454 $945K <0.01% -5 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 1,286 shares; 2025Q1: 1,584 shares; 2025Q2: 1,053 shares; 2025Q3: 1,170 shares; 2025Q4: 1,513 shares; 2026Q1: 3,960 shares 3,960 $943K <0.01% +2,447 Timeline IBDR 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: 1,690 shares; 2024Q4: 14,551 shares; 2025Q1: 16,826 shares; 2025Q2: 20,204 shares; 2025Q3: 48,756 shares; 2025Q4: 46,400 shares; 2026Q1: 38,886 shares 38,886 $943K <0.01% -7,514 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 3,820 shares; 2025Q3: 7,410 shares; 2025Q4: 11,424 shares; 2026Q1: 12,382 shares 12,382 $939K <0.01% +958 Timeline TIPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,797 shares; 2024Q4: 22,955 shares; 2025Q1: 22,545 shares; 2025Q2: 22,166 shares; 2025Q3: 19,976 shares; 2025Q4: 18,374 shares; 2026Q1: 17,639 shares 17,639 $937K <0.01% -735 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,281 shares; 2025Q3: 17,546 shares; 2025Q4: 44,960 shares; 2026Q1: 78,653 shares 78,653 $936K <0.01% +33,693 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 6,142 shares; 2025Q4: 12,188 shares; 2026Q1: 18,827 shares 18,827 $936K <0.01% +6,639 Timeline ICOW 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: 49,779 shares; 2024Q4: 41,744 shares; 2025Q1: 44,641 shares; 2025Q2: 44,699 shares; 2025Q3: 44,977 shares; 2025Q4: 44,951 shares; 2026Q1: 21,861 shares 21,861 $928K <0.01% -23,090 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,806 shares; 2024Q4: 27,088 shares; 2025Q1: 29,638 shares; 2025Q2: 28,389 shares; 2025Q3: 28,663 shares; 2025Q4: 18,254 shares; 2026Q1: 17,469 shares 17,469 $925K <0.01% -785 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 6,984 shares; 2025Q1: 6,220 shares; 2025Q2: 5,233 shares; 2025Q3: 5,241 shares; 2025Q4: 5,183 shares; 2026Q1: 5,069 shares 5,069 $924K <0.01% -114 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,200 shares; 2024Q4: 118,286 shares; 2025Q1: 13,188 shares; 2025Q2: 13,360 shares; 2025Q3: 14,387 shares; 2025Q4: 30,858 shares; 2026Q1: 20,628 shares 20,628 $924K <0.01% -10,230 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,040 shares; 2025Q1: 6,368 shares; 2025Q2: 6,378 shares; 2025Q3: 4,189 shares; 2025Q4: 34,773 shares; 2026Q1: 40,476 shares 40,476 $921K <0.01% +5,703 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 23,030 shares; 2025Q1: 27,373 shares; 2025Q2: 26,878 shares; 2025Q3: 30,233 shares; 2025Q4: 35,648 shares; 2026Q1: 35,867 shares 35,867 $920K <0.01% +219 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,616 shares; 2024Q4: 45,721 shares; 2025Q1: 44,791 shares; 2025Q2: 45,605 shares; 2025Q3: 34,865 shares; 2025Q4: 37,409 shares; 2026Q1: 40,887 shares 40,887 $920K <0.01% +3,478 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,518 shares; 2025Q1: 3,355 shares; 2025Q2: 3,386 shares; 2025Q3: 3,663 shares; 2025Q4: 3,586 shares; 2026Q1: 4,683 shares 4,683 $918K <0.01% +1,097 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,380 shares; 2024Q4: 22,016 shares; 2025Q1: 9,511 shares; 2025Q2: 9,037 shares; 2025Q3: 6,272 shares; 2025Q4: 6,524 shares; 2026Q1: 7,788 shares 7,788 $916K <0.01% +1,264 Timeline VRP 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: 40,670 shares; 2024Q4: 47,310 shares; 2025Q1: 43,517 shares; 2025Q2: 40,302 shares; 2025Q3: 38,230 shares; 2025Q4: 37,491 shares; 2026Q1: 38,174 shares 38,174 $915K <0.01% +683 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 1,800 shares; 2025Q2: 7,833 shares; 2025Q3: 11,118 shares; 2025Q4: 11,307 shares; 2026Q1: 12,076 shares 12,076 $915K <0.01% +769 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,404 shares; 2025Q1: 2,267 shares; 2025Q2: 2,255 shares; 2025Q3: 2,794 shares; 2025Q4: 3,015 shares; 2026Q1: 3,030 shares 3,030 $911K <0.01% +15 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 10,841 shares; 2025Q3: 10,841 shares; 2025Q4: 49,579 shares; 2026Q1: 39,755 shares 39,755 $911K <0.01% -9,824 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,340 shares; 2024Q4: 70,864 shares; 2025Q1: 71,164 shares; 2025Q2: 49,664 shares; 2025Q3: 103,228 shares; 2025Q4: 104,528 shares; 2026Q1: 103,728 shares 103,728 $911K <0.01% -800 Timeline PXH 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: 2,043 shares; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 17,598 shares; 2025Q3: 34,223 shares; 2025Q4: 32,903 shares; 2026Q1: 33,837 shares 33,837 $911K <0.01% +934 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS 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: 10,895 shares; 2026Q1: 36,250 shares 36,250 $906K <0.01% +25,355 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,909 shares; 2025Q1: 1,831 shares; 2025Q2: 2,731 shares; 2025Q3: 2,822 shares; 2025Q4: 3,224 shares; 2026Q1: 5,597 shares 5,597 $906K <0.01% +2,373 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,435 shares; 2025Q1: 5,899 shares; 2025Q2: 8,523 shares; 2025Q3: 9,877 shares; 2025Q4: 12,011 shares; 2026Q1: 13,941 shares 13,941 $904K <0.01% +1,930 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,988 shares; 2025Q1: 37,492 shares; 2025Q2: 33,948 shares; 2025Q3: 28,127 shares; 2025Q4: 17,296 shares; 2026Q1: 15,613 shares 15,613 $904K <0.01% -1,683 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,595 shares; 2025Q3: 6,595 shares; 2025Q4: 19,269 shares; 2026Q1: 51,785 shares 51,785 $903K <0.01% +32,516 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 1,307 shares; 2025Q1: 2,980 shares; 2025Q2: 7,252 shares; 2025Q3: 8,114 shares; 2025Q4: 14,245 shares; 2026Q1: 14,552 shares 14,552 $903K <0.01% +307 Timeline SOFR 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: not reported; 2025Q3: not reported; 2025Q4: 8,304 shares; 2026Q1: 9,001 shares 9,001 $901K <0.01% +697 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,549 shares; 2025Q1: 7,512 shares; 2025Q2: 6,345 shares; 2025Q3: 6,356 shares; 2025Q4: 12,190 shares; 2026Q1: 34,893 shares 34,893 $900K <0.01% +22,703 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,594 shares; 2024Q4: 29,391 shares; 2025Q1: 24,434 shares; 2025Q2: 24,390 shares; 2025Q3: 35,825 shares; 2025Q4: 38,405 shares; 2026Q1: 42,204 shares 42,204 $900K <0.01% +3,799 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 906 shares; 2025Q1: 973 shares; 2025Q2: 1,443 shares; 2025Q3: 3,360 shares; 2025Q4: 4,716 shares; 2026Q1: 7,566 shares 7,566 $895K <0.01% +2,850 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,458 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 9,670 shares; 2025Q3: 9,670 shares; 2025Q4: 22,402 shares; 2026Q1: 22,102 shares 22,102 $894K <0.01% -300 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 8,918 shares; 2025Q1: 10,172 shares; 2025Q2: 14,924 shares; 2025Q3: 14,924 shares; 2025Q4: 16,268 shares; 2026Q1: 19,849 shares 19,849 $894K <0.01% +3,581 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,772 shares; 2025Q4: 43,415 shares; 2026Q1: 30,249 shares 30,249 $891K <0.01% -13,166 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,861 shares; 2024Q4: 15,682 shares; 2025Q1: 13,700 shares; 2025Q2: 12,166 shares; 2025Q3: 10,142 shares; 2025Q4: 6,956 shares; 2026Q1: 5,927 shares 5,927 $889K <0.01% -1,029 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,186 shares; 2025Q1: 1,891 shares; 2025Q2: 1,690 shares; 2025Q3: 1,611 shares; 2025Q4: 1,714 shares; 2026Q1: 1,634 shares 1,634 $889K <0.01% -80 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 9,833 shares; 2025Q1: 10,846 shares; 2025Q2: 10,682 shares; 2025Q3: 11,489 shares; 2025Q4: 10,793 shares; 2026Q1: 11,287 shares 11,287 $888K <0.01% +494 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,468 shares; 2025Q1: 3,473 shares; 2025Q2: 7,083 shares; 2025Q3: 8,159 shares; 2025Q4: 8,746 shares; 2026Q1: 10,485 shares 10,485 $888K <0.01% +1,739 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 3,300 shares; 2025Q2: 2,600 shares; 2025Q3: 5,293 shares; 2025Q4: 4,346 shares; 2026Q1: 5,107 shares 5,107 $887K <0.01% +761 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,856 shares; 2024Q4: 11,799 shares; 2025Q1: 11,093 shares; 2025Q2: 11,642 shares; 2025Q3: 12,329 shares; 2025Q4: 12,566 shares; 2026Q1: 12,447 shares 12,447 $886K <0.01% -119 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,017 shares; 2024Q4: 50,603 shares; 2025Q1: 54,150 shares; 2025Q2: 56,279 shares; 2025Q3: 59,250 shares; 2025Q4: 12,951 shares; 2026Q1: 11,739 shares 11,739 $885K <0.01% -1,212 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 4,860 shares; 2025Q1: 13,208 shares; 2025Q2: 13,208 shares; 2025Q3: 21,416 shares; 2025Q4: 47,186 shares; 2026Q1: 54,313 shares 54,313 $884K <0.01% +7,127 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,359 shares; 2024Q4: 18,493 shares; 2025Q1: 7,728 shares; 2025Q2: 7,066 shares; 2025Q3: 7,369 shares; 2025Q4: 7,863 shares; 2026Q1: 12,130 shares 12,130 $882K <0.01% +4,267 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,550 shares; 2024Q4: 16,160 shares; 2025Q1: 16,479 shares; 2025Q2: 17,238 shares; 2025Q3: 18,381 shares; 2025Q4: 18,295 shares; 2026Q1: 19,249 shares 19,249 $879K <0.01% +954 Timeline IBDS 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: 1,160 shares; 2024Q4: 14,514 shares; 2025Q1: 15,768 shares; 2025Q2: 19,157 shares; 2025Q3: 20,569 shares; 2025Q4: 38,303 shares; 2026Q1: 36,074 shares 36,074 $874K <0.01% -2,229 Timeline DMXF 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: 24,319 shares; 2024Q4: 28,506 shares; 2025Q1: 19,088 shares; 2025Q2: 17,725 shares; 2025Q3: 5,723 shares; 2025Q4: 4,528 shares; 2026Q1: 11,575 shares 11,575 $873K <0.01% +7,047 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,970 shares; 2025Q4: 27,009 shares; 2026Q1: 40,568 shares 40,568 $871K <0.01% +13,559 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,533 shares; 2024Q4: 41,152 shares; 2025Q1: 42,179 shares; 2025Q2: 43,381 shares; 2025Q3: 40,142 shares; 2025Q4: 35,600 shares; 2026Q1: 31,842 shares 31,842 $870K <0.01% -3,758 Timeline XJUN 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: 24,805 shares; 2024Q4: 24,054 shares; 2025Q1: 23,103 shares; 2025Q2: 23,103 shares; 2025Q3: 22,803 shares; 2025Q4: 22,303 shares; 2026Q1: 20,205 shares 20,205 $868K <0.01% -2,098 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 6,574 shares; 2025Q1: 5,929 shares; 2025Q2: 5,164 shares; 2025Q3: 5,217 shares; 2025Q4: 4,147 shares; 2026Q1: 3,186 shares 3,186 $867K <0.01% -961 Timeline OUSM 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: 28,336 shares; 2024Q4: 28,396 shares; 2025Q1: 28,370 shares; 2025Q2: 21,170 shares; 2025Q3: 21,725 shares; 2025Q4: 21,224 shares; 2026Q1: 19,809 shares 19,809 $866K <0.01% -1,415 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 998 shares; 2025Q3: 20,153 shares; 2025Q4: 16,739 shares; 2026Q1: 17,291 shares 17,291 $866K <0.01% +552 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,517 shares; 2024Q4: 210,194 shares; 2025Q1: 225,116 shares; 2025Q2: 229,608 shares; 2025Q3: 229,970 shares; 2025Q4: 237,994 shares; 2026Q1: 50,209 shares 50,209 $865K <0.01% -187,785 Timeline SCHV 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: 9,859 shares; 2024Q4: 29,522 shares; 2025Q1: 30,713 shares; 2025Q2: 28,355 shares; 2025Q3: 28,340 shares; 2025Q4: 22,215 shares; 2026Q1: 28,251 shares 28,251 $862K <0.01% +6,036 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 20,230 shares; 2025Q1: 23,125 shares; 2025Q2: 23,241 shares; 2025Q3: 21,699 shares; 2025Q4: 29,682 shares; 2026Q1: 33,151 shares 33,151 $858K <0.01% +3,469 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,677 shares; 2026Q1: 12,249 shares 12,249 $858K <0.01% +5,572 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 7,068 shares; 2025Q2: 6,819 shares; 2025Q3: 6,980 shares; 2025Q4: 6,892 shares; 2026Q1: 6,722 shares 6,722 $857K <0.01% -170 Timeline JAKK JAKKS PAC INC More: the full row for JAKKS PAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 8,000 shares; 2025Q4: 36,575 shares; 2026Q1: 42,985 shares 42,985 $856K <0.01% +6,410 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,269 shares; 2024Q4: 47,612 shares; 2025Q1: 47,781 shares; 2025Q2: 47,565 shares; 2025Q3: 54,185 shares; 2025Q4: 60,255 shares; 2026Q1: 59,814 shares 59,814 $854K <0.01% -441 Timeline BUFB 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: 83,297 shares; 2024Q4: 85,879 shares; 2025Q1: 46,503 shares; 2025Q2: 40,250 shares; 2025Q3: 22,900 shares; 2025Q4: 23,752 shares; 2026Q1: 23,702 shares 23,702 $851K <0.01% -50 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,761 shares; 2025Q1: 1,345 shares; 2025Q2: 2,199 shares; 2025Q3: 6,196 shares; 2025Q4: 6,218 shares; 2026Q1: 9,587 shares 9,587 $848K <0.01% +3,369 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 3,943 shares; 2025Q1: 2,275 shares; 2025Q2: 3,464 shares; 2025Q3: 3,899 shares; 2025Q4: 3,426 shares; 2026Q1: 3,668 shares 3,668 $847K <0.01% +242 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 10,061 shares; 2025Q1: 7,895 shares; 2025Q2: 8,099 shares; 2025Q3: 7,699 shares; 2025Q4: 7,499 shares; 2026Q1: 6,506 shares 6,506 $845K <0.01% -993 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,452 shares; 2024Q4: 24,989 shares; 2025Q1: 26,510 shares; 2025Q2: 27,168 shares; 2025Q3: 27,268 shares; 2025Q4: 24,957 shares; 2026Q1: 23,621 shares 23,621 $843K <0.01% -1,336 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,213 shares; 2024Q4: 19,731 shares; 2025Q1: 20,025 shares; 2025Q2: 19,613 shares; 2025Q3: 19,076 shares; 2025Q4: 19,242 shares; 2026Q1: 19,476 shares 19,476 $841K <0.01% +234 Timeline BSCT 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: 65,359 shares; 2024Q4: 28,533 shares; 2025Q1: 13,771 shares; 2025Q2: 12,742 shares; 2025Q3: 19,440 shares; 2025Q4: 30,831 shares; 2026Q1: 45,030 shares 45,030 $840K <0.01% +14,199 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 12,536 shares; 2025Q1: 10,367 shares; 2025Q2: 17,035 shares; 2025Q3: 7,781 shares; 2025Q4: 7,767 shares; 2026Q1: 6,605 shares 6,605 $839K <0.01% -1,162 Timeline NJUL 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: 23,892 shares; 2024Q4: 22,264 shares; 2025Q1: 11,722 shares; 2025Q2: 11,810 shares; 2025Q3: 11,794 shares; 2025Q4: 11,765 shares; 2026Q1: 11,740 shares 11,740 $838K <0.01% -25 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,176 shares; 2025Q1: 1,542 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 961 shares; 2026Q1: 6,711 shares 6,711 $838K <0.01% +5,750 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 9,744 shares; 2025Q1: 14,090 shares; 2025Q2: 14,403 shares; 2025Q3: 14,539 shares; 2025Q4: 14,667 shares; 2026Q1: 14,697 shares 14,697 $838K <0.01% +30 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 895 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 25,937 shares 25,937 $836K <0.01% +25,589 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,995 shares; 2024Q4: 59,105 shares; 2025Q1: 57,787 shares; 2025Q2: 59,387 shares; 2025Q3: 59,966 shares; 2025Q4: 57,593 shares; 2026Q1: 57,654 shares 57,654 $834K <0.01% +61 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 8,520 shares; 2025Q1: 9,200 shares; 2025Q2: 10,412 shares; 2025Q3: 10,511 shares; 2025Q4: 9,994 shares; 2026Q1: 7,910 shares 7,910 $832K <0.01% -2,084 Timeline IDGT 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: 49 shares; 2025Q3: 49 shares; 2025Q4: 427 shares; 2026Q1: 8,501 shares 8,501 $831K <0.01% +8,074 Timeline SYSB 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: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,979 shares; 2026Q1: 9,335 shares 9,335 $831K <0.01% +1,356 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 3,627 shares; 2025Q1: 5,906 shares; 2025Q2: 6,236 shares; 2025Q3: 5,061 shares; 2025Q4: 4,988 shares; 2026Q1: 5,256 shares 5,256 $827K <0.01% +268 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 3,115 shares; 2025Q3: 4,101 shares; 2025Q4: 3,969 shares; 2026Q1: 10,422 shares 10,422 $827K <0.01% +6,453 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,427 shares; 2025Q1: 3,414 shares; 2025Q2: 3,428 shares; 2025Q3: 3,423 shares; 2025Q4: 16,017 shares; 2026Q1: 12,459 shares 12,459 $826K <0.01% -3,558 Timeline EPS 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: 12,931 shares; 2024Q4: 12,931 shares; 2025Q1: 12,795 shares; 2025Q2: 12,514 shares; 2025Q3: 12,583 shares; 2025Q4: 12,352 shares; 2026Q1: 12,129 shares 12,129 $826K <0.01% -223 Timeline ULST 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: 15,579 shares; 2024Q4: 17,109 shares; 2025Q1: 17,226 shares; 2025Q2: 16,711 shares; 2025Q3: 18,016 shares; 2025Q4: 18,434 shares; 2026Q1: 20,397 shares 20,397 $826K <0.01% +1,963 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,595 shares; 2024Q4: 16,793 shares; 2025Q1: 16,525 shares; 2025Q2: 16,053 shares; 2025Q3: 16,003 shares; 2025Q4: 17,425 shares; 2026Q1: 17,325 shares 17,325 $826K <0.01% -100 Timeline FNDX 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: 10,074 shares; 2024Q4: 30,639 shares; 2025Q1: 30,130 shares; 2025Q2: 32,032 shares; 2025Q3: 31,066 shares; 2025Q4: 29,520 shares; 2026Q1: 29,575 shares 29,575 $824K <0.01% +55 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,145 shares; 2025Q1: 1,305 shares; 2025Q2: 1,680 shares; 2025Q3: 9,834 shares; 2025Q4: 2,948 shares; 2026Q1: 2,014 shares 2,014 $821K <0.01% -934 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 7,069 shares; 2025Q1: 6,333 shares; 2025Q2: 6,443 shares; 2025Q3: 6,421 shares; 2025Q4: 6,838 shares; 2026Q1: 7,202 shares 7,202 $821K <0.01% +364 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,742 shares; 2024Q4: 28,145 shares; 2025Q1: 26,291 shares; 2025Q2: 26,949 shares; 2025Q3: 7,721 shares; 2025Q4: 6,389 shares; 2026Q1: 6,006 shares 6,006 $814K <0.01% -383 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 3,322 shares; 2025Q2: 4,925 shares; 2025Q3: 8,509 shares; 2025Q4: 11,201 shares; 2026Q1: 12,367 shares 12,367 $813K <0.01% +1,166 Timeline TBLL 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: 3,566 shares; 2024Q4: 3,901 shares; 2025Q1: 4,226 shares; 2025Q2: 3,760 shares; 2025Q3: 7,498 shares; 2025Q4: 8,255 shares; 2026Q1: 7,702 shares 7,702 $813K <0.01% -553 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 6,738 shares; 2025Q1: 7,764 shares; 2025Q2: 8,767 shares; 2025Q3: 9,587 shares; 2025Q4: 13,074 shares; 2026Q1: 9,602 shares 9,602 $812K <0.01% -3,472 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $810K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 1,081 shares; 2025Q1: 1,038 shares; 2025Q2: 2,542 shares; 2025Q3: 4,443 shares; 2025Q4: 4,339 shares; 2026Q1: 4,261 shares 4,261 $808K <0.01% -78 Timeline BLOK 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: 2,728 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 11,469 shares; 2025Q3: 18,528 shares; 2025Q4: 19,199 shares; 2026Q1: 16,218 shares 16,218 $808K <0.01% -2,981 Timeline SCHM 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: 6,723 shares; 2024Q4: 22,392 shares; 2025Q1: 20,477 shares; 2025Q2: 20,077 shares; 2025Q3: 27,166 shares; 2025Q4: 24,005 shares; 2026Q1: 26,092 shares 26,092 $808K <0.01% +2,087 Timeline FSIG 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: 31,759 shares; 2024Q4: 35,957 shares; 2025Q1: 41,039 shares; 2025Q2: 40,638 shares; 2025Q3: 42,494 shares; 2025Q4: 42,028 shares; 2026Q1: 42,436 shares 42,436 $804K <0.01% +408 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,855 shares; 2024Q4: 115,846 shares; 2025Q1: 110,954 shares; 2025Q2: 90,837 shares; 2025Q3: 97,402 shares; 2025Q4: 89,535 shares; 2026Q1: 89,286 shares 89,286 $803K <0.01% -249 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,930 shares; 2024Q4: 15,313 shares; 2025Q1: 15,041 shares; 2025Q2: 862 shares; 2025Q3: 6,774 shares; 2025Q4: 8,047 shares; 2026Q1: 9,595 shares 9,595 $802K <0.01% +1,548 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 5,660 shares; 2025Q1: 3,660 shares; 2025Q2: 2,246 shares; 2025Q3: 2,277 shares; 2025Q4: 3,542 shares; 2026Q1: 27,425 shares 27,425 $802K <0.01% +23,883 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,976 shares; 2024Q4: 13,176 shares; 2025Q1: 13,176 shares; 2025Q2: 13,156 shares; 2025Q3: 16,845 shares; 2025Q4: 16,422 shares; 2026Q1: 16,282 shares 16,282 $795K <0.01% -140 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,355 shares; 2026Q1: 33,323 shares 33,323 $794K <0.01% +21,968 Timeline DFUV 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: 25,482 shares; 2024Q4: 25,682 shares; 2025Q1: 26,168 shares; 2025Q2: 16,436 shares; 2025Q3: 16,436 shares; 2025Q4: 16,440 shares; 2026Q1: 16,250 shares 16,250 $787K <0.01% -190 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,576 shares; 2024Q4: 19,853 shares; 2025Q1: 19,853 shares; 2025Q2: 19,853 shares; 2025Q3: 19,603 shares; 2025Q4: 710,849 shares; 2026Q1: 19,239 shares 19,239 $786K <0.01% -691,610 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,776 shares; 2025Q1: 10,776 shares; 2025Q2: 10,776 shares; 2025Q3: 10,776 shares; 2025Q4: 10,776 shares; 2026Q1: 10,794 shares 10,794 $782K <0.01% +18 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 7,473 shares; 2025Q3: 8,617 shares; 2025Q4: 17,313 shares; 2026Q1: 16,285 shares 16,285 $781K <0.01% -1,028 Timeline STPZ 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: 20,404 shares; 2024Q4: 19,432 shares; 2025Q1: 19,059 shares; 2025Q2: 16,370 shares; 2025Q3: 16,370 shares; 2025Q4: 16,370 shares; 2026Q1: 14,425 shares 14,425 $780K <0.01% -1,945 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,969 shares; 2024Q4: 18,926 shares; 2025Q1: 15,386 shares; 2025Q2: 17,763 shares; 2025Q3: 17,314 shares; 2025Q4: 17,300 shares; 2026Q1: 16,265 shares 16,265 $778K <0.01% -1,035 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 28,050 shares; 2025Q1: 149,209 shares; 2025Q2: 213,384 shares; 2025Q3: 219,309 shares; 2025Q4: 245,393 shares; 2026Q1: 251,781 shares 251,781 $775K <0.01% +6,388 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 12,866 shares; 2025Q1: 11,026 shares; 2025Q2: 10,214 shares; 2025Q3: 12,220 shares; 2025Q4: 9,837 shares; 2026Q1: 11,375 shares 11,375 $773K <0.01% +1,538 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,927 shares; 2024Q4: 28,281 shares; 2025Q1: 27,449 shares; 2025Q2: 40,434 shares; 2025Q3: 39,945 shares; 2025Q4: 38,534 shares; 2026Q1: 40,035 shares 40,035 $769K <0.01% +1,501 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,971 shares; 2024Q4: 59,787 shares; 2025Q1: 56,673 shares; 2025Q2: 54,478 shares; 2025Q3: 51,541 shares; 2025Q4: 49,540 shares; 2026Q1: 51,181 shares 51,181 $769K <0.01% +1,641 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 889 shares; 2025Q1: 750 shares; 2025Q2: 896 shares; 2025Q3: 38,180 shares; 2025Q4: 45,490 shares; 2026Q1: 32,643 shares 32,643 $767K <0.01% -12,847 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,907 shares; 2025Q2: 49,451 shares; 2025Q3: 51,376 shares; 2025Q4: 46,225 shares; 2026Q1: 39,925 shares 39,925 $767K <0.01% -6,300 XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,859 shares; 2024Q4: 25,259 shares; 2025Q1: 27,559 shares; 2025Q2: 41,559 shares; 2025Q3: 42,159 shares; 2025Q4: 47,205 shares; 2026Q1: 47,656 shares 47,656 $767K <0.01% +451 Timeline YEAR 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: 500 shares; 2024Q4: 2,700 shares; 2025Q1: 2,359 shares; 2025Q2: 12,229 shares; 2025Q3: 5,196 shares; 2025Q4: 16,446 shares; 2026Q1: 15,178 shares 15,178 $766K <0.01% -1,268 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,233 shares; 2024Q4: 25,366 shares; 2025Q1: 26,297 shares; 2025Q2: 24,242 shares; 2025Q3: 24,599 shares; 2025Q4: 24,152 shares; 2026Q1: 24,260 shares 24,260 $764K <0.01% +108 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,102 shares; 2024Q4: 11,868 shares; 2025Q1: 12,640 shares; 2025Q2: 12,072 shares; 2025Q3: 26,352 shares; 2025Q4: 17,285 shares; 2026Q1: 29,515 shares 29,515 $764K <0.01% +12,230 Timeline IXJ 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: 5,355 shares; 2024Q4: 5,168 shares; 2025Q1: 5,373 shares; 2025Q2: 5,655 shares; 2025Q3: 16,791 shares; 2025Q4: 17,860 shares; 2026Q1: 8,163 shares 8,163 $764K <0.01% -9,697 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,717 shares; 2025Q3: 66,753 shares; 2025Q4: 49,827 shares; 2026Q1: 50,867 shares 50,867 $763K <0.01% +1,040 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 1,874 shares; 2025Q1: 1,691 shares; 2025Q2: 1,989 shares; 2025Q3: 1,853 shares; 2025Q4: 1,846 shares; 2026Q1: 1,954 shares 1,954 $759K <0.01% +108 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,108 shares; 2025Q3: 1,000 shares; 2025Q4: 2,242 shares; 2026Q1: 89,267 shares 89,267 $756K <0.01% +87,025 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,208 shares; 2024Q4: 8,449 shares; 2025Q1: 7,478 shares; 2025Q2: 7,957 shares; 2025Q3: 8,011 shares; 2025Q4: 7,918 shares; 2026Q1: 21,271 shares 21,271 $755K <0.01% +13,353 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,922 shares 15,922 $755K <0.01% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 5,920 shares; 2025Q1: 5,980 shares; 2025Q2: 4,107 shares; 2025Q3: 5,155 shares; 2025Q4: 5,264 shares; 2026Q1: 8,717 shares 8,717 $753K <0.01% +3,453 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,854 shares; 2025Q1: 4,081 shares; 2025Q2: 15,764 shares; 2025Q3: 27,739 shares; 2025Q4: 30,619 shares; 2026Q1: 10,474 shares 10,474 $752K <0.01% -20,145 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 2,993 shares; 2025Q1: 3,100 shares; 2025Q2: 2,498 shares; 2025Q3: 3,038 shares; 2025Q4: 5,733 shares; 2026Q1: 6,299 shares 6,299 $748K <0.01% +566 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 609 shares; 2025Q1: 3,680 shares; 2025Q2: 2,638 shares; 2025Q3: 2,974 shares; 2025Q4: 2,989 shares; 2026Q1: 2,991 shares 2,991 $748K <0.01% +2 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,633 shares; 2024Q4: 18,546 shares; 2025Q1: 18,546 shares; 2025Q2: 18,405 shares; 2025Q3: 18,942 shares; 2025Q4: 18,092 shares; 2026Q1: 21,716 shares 21,716 $742K <0.01% +3,624 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,276 shares; 2024Q4: 10,400 shares; 2025Q1: 31,187 shares; 2025Q2: 9,717 shares; 2025Q3: 9,800 shares; 2025Q4: 9,328 shares; 2026Q1: 8,530 shares 8,530 $741K <0.01% -798 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 2,503 shares; 2025Q1: 7,976 shares; 2025Q2: 12,466 shares; 2025Q3: 19,912 shares; 2025Q4: 23,045 shares; 2026Q1: 38,847 shares 38,847 $737K <0.01% +15,802 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,475 shares; 2025Q1: 5,475 shares; 2025Q2: 5,225 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 45,572 shares 45,572 $732K <0.01% +43,847 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 484 shares; 2025Q1: 384 shares; 2025Q2: 537 shares; 2025Q3: 592 shares; 2025Q4: 777 shares; 2026Q1: 1,042 shares 1,042 $732K <0.01% +265 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,747 shares; 2024Q4: 31,128 shares; 2025Q1: 30,054 shares; 2025Q2: 33,578 shares; 2025Q3: 32,297 shares; 2025Q4: 31,254 shares; 2026Q1: 31,254 shares 31,254 $730K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 6,322 shares; 2025Q1: 6,308 shares; 2025Q2: 7,162 shares; 2025Q3: 9,740 shares; 2025Q4: 10,275 shares; 2026Q1: 8,050 shares 8,050 $730K <0.01% -2,225 Timeline IBLC 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: 199 shares; 2026Q1: 19,969 shares 19,969 $730K <0.01% +19,770 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,184 shares; 2025Q1: 5,673 shares; 2025Q2: 6,864 shares; 2025Q3: 7,564 shares; 2025Q4: 10,018 shares; 2026Q1: 17,374 shares 17,374 $729K <0.01% +7,356 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,711 shares; 2024Q4: 18,458 shares; 2025Q1: 18,203 shares; 2025Q2: 18,203 shares; 2025Q3: 18,203 shares; 2025Q4: 18,203 shares; 2026Q1: 18,203 shares 18,203 $727K <0.01% 0 Timeline XJUL 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: 20,600 shares; 2024Q4: 19,600 shares; 2025Q1: 19,350 shares; 2025Q2: 19,350 shares; 2025Q3: 18,950 shares; 2025Q4: 18,650 shares; 2026Q1: 18,650 shares 18,650 $725K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 6,325 shares; 2025Q1: 5,899 shares; 2025Q2: 5,961 shares; 2025Q3: 5,265 shares; 2025Q4: 6,580 shares; 2026Q1: 7,666 shares 7,666 $725K <0.01% +1,086 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,618 shares; 2025Q1: 1,630 shares; 2025Q2: 7,695 shares; 2025Q3: 8,423 shares; 2025Q4: 9,359 shares; 2026Q1: 12,191 shares 12,191 $722K <0.01% +2,832 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 9,851 shares; 2025Q1: 10,447 shares; 2025Q2: 9,928 shares; 2025Q3: 8,386 shares; 2025Q4: 7,992 shares; 2026Q1: 9,902 shares 9,902 $720K <0.01% +1,910 Timeline BOTZ 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: 16,959 shares; 2024Q4: 18,297 shares; 2025Q1: 19,815 shares; 2025Q2: 19,017 shares; 2025Q3: 19,747 shares; 2025Q4: 20,079 shares; 2026Q1: 21,662 shares 21,662 $720K <0.01% +1,583 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 8,003 shares; 2025Q1: 6,915 shares; 2025Q2: 7,106 shares; 2025Q3: 14,015 shares; 2025Q4: 32,647 shares; 2026Q1: 35,083 shares 35,083 $717K <0.01% +2,436 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 5,514 shares; 2025Q1: 5,889 shares; 2025Q2: 5,889 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares; 2026Q1: 5,999 shares 5,999 $716K <0.01% +130 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES 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: 16,253 shares; 2025Q3: 18,779 shares; 2025Q4: 19,057 shares; 2026Q1: 20,459 shares 20,459 $712K <0.01% +1,402 Timeline KWY KINGSWAY CORP More: the full row for KINGSWAY 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: 600 shares; 2025Q3: 2,258 shares; 2025Q4: 48,449 shares; 2026Q1: 68,153 shares 68,153 $711K <0.01% +19,704 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 16,036 shares; 2025Q1: 15,936 shares; 2025Q2: 72,325 shares; 2025Q3: 15,936 shares; 2025Q4: 15,496 shares; 2026Q1: 15,446 shares 15,446 $710K <0.01% -50 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,341 shares; 2024Q4: 16,948 shares; 2025Q1: 16,524 shares; 2025Q2: 15,409 shares; 2025Q3: 17,252 shares; 2025Q4: 16,691 shares; 2026Q1: 20,616 shares 20,616 $710K <0.01% +3,925 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,799 shares; 2024Q4: 8,342 shares; 2025Q1: 8,042 shares; 2025Q2: 5,546 shares; 2025Q3: 5,766 shares; 2025Q4: 5,721 shares; 2026Q1: 7,827 shares 7,827 $708K <0.01% +2,106 Timeline IBRN 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: 21,459 shares 21,459 $707K <0.01% new Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 1,171 shares; 2025Q2: 11,486 shares; 2025Q3: 11,288 shares; 2025Q4: 10,762 shares; 2026Q1: 10,991 shares 10,991 $707K <0.01% +229 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 67,458 shares; 2025Q1: 68,066 shares; 2025Q2: 14,905 shares; 2025Q3: 20,980 shares; 2025Q4: 20,980 shares; 2026Q1: 20,989 shares 20,989 $707K <0.01% +9 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,901 shares; 2025Q1: 1,946 shares; 2025Q2: 2,002 shares; 2025Q3: 1,922 shares; 2025Q4: 1,793 shares; 2026Q1: 1,945 shares 1,945 $707K <0.01% +152 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 6,558 shares; 2025Q4: 8,310 shares; 2026Q1: 14,223 shares 14,223 $704K <0.01% +5,913 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,672 shares; 2024Q4: 393,330 shares; 2025Q1: 279,301 shares; 2025Q2: 275,478 shares; 2025Q3: 280,799 shares; 2025Q4: 286,283 shares; 2026Q1: 28,402 shares 28,402 $704K <0.01% -257,881 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,831 shares; 2025Q4: 21,672 shares; 2026Q1: 22,025 shares 22,025 $701K <0.01% +353 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,352 shares; 2024Q4: 22,819 shares; 2025Q1: 35,675 shares; 2025Q2: 42,505 shares; 2025Q3: 40,822 shares; 2025Q4: 38,092 shares; 2026Q1: 34,253 shares 34,253 $699K <0.01% -3,839 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 5,954 shares; 2025Q1: 7,928 shares; 2025Q2: 7,095 shares; 2025Q3: 6,572 shares; 2025Q4: 17,301 shares; 2026Q1: 17,623 shares 17,623 $699K <0.01% +322 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,489 shares; 2025Q1: 7,186 shares; 2025Q2: 6,794 shares; 2025Q3: 8,784 shares; 2025Q4: 11,422 shares; 2026Q1: 11,274 shares 11,274 $698K <0.01% -148 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 6,886 shares; 2025Q3: 9,885 shares; 2025Q4: 10,756 shares; 2026Q1: 12,530 shares 12,530 $697K <0.01% +1,774 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,382 shares; 2025Q1: 3,807 shares; 2025Q2: 4,618 shares; 2025Q3: 5,332 shares; 2025Q4: 5,754 shares; 2026Q1: 6,056 shares 6,056 $696K <0.01% +302 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 4,618 shares; 2025Q1: 5,272 shares; 2025Q2: 4,742 shares; 2025Q3: 6,444 shares; 2025Q4: 5,344 shares; 2026Q1: 5,134 shares 5,134 $695K <0.01% -210 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,288 shares; 2024Q4: 29,467 shares; 2025Q1: 30,854 shares; 2025Q2: 30,895 shares; 2025Q3: 32,217 shares; 2025Q4: 32,217 shares; 2026Q1: 32,217 shares 32,217 $693K <0.01% 0 Timeline JXI 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: 7,246 shares; 2025Q4: 7,876 shares; 2026Q1: 8,025 shares 8,025 $693K <0.01% +149 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 7,588 shares; 2025Q1: 9,718 shares; 2025Q2: 8,769 shares; 2025Q3: 7,969 shares; 2025Q4: 5,411 shares; 2026Q1: 7,514 shares 7,514 $692K <0.01% +2,103 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,555 shares; 2024Q4: 5,544 shares; 2025Q1: 5,682 shares; 2025Q2: 5,586 shares; 2025Q3: 5,586 shares; 2025Q4: 5,583 shares; 2026Q1: 5,383 shares 5,383 $690K <0.01% -200 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,189 shares; 2026Q1: 30,419 shares 30,419 $687K <0.01% +10,230 Timeline XFEB 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: 30,500 shares; 2024Q4: 23,400 shares; 2025Q1: 23,225 shares; 2025Q2: 23,075 shares; 2025Q3: 21,375 shares; 2025Q4: 19,725 shares; 2026Q1: 19,525 shares 19,525 $687K <0.01% -200 Timeline JQUA 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: 28,326 shares; 2024Q4: 37,647 shares; 2025Q1: 37,620 shares; 2025Q2: 9,638 shares; 2025Q3: 10,013 shares; 2025Q4: 10,477 shares; 2026Q1: 11,208 shares 11,208 $687K <0.01% +731 Timeline IDNA 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: 651 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,593 shares 23,593 $685K <0.01% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 9,617 shares; 2025Q4: 26,058 shares; 2026Q1: 29,005 shares 29,005 $685K <0.01% +2,947 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 811 shares; 2025Q1: 4,663 shares; 2025Q2: 4,363 shares; 2025Q3: 4,363 shares; 2025Q4: 363 shares; 2026Q1: 13,196 shares 13,196 $684K <0.01% +12,833 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,035 shares; 2026Q1: 117,260 shares 117,260 $684K <0.01% +115,225 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,729 shares 13,729 $683K <0.01% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 9,184 shares; 2025Q1: 8,859 shares; 2025Q2: 9,463 shares; 2025Q3: 8,863 shares; 2025Q4: 9,081 shares; 2026Q1: 9,923 shares 9,923 $683K <0.01% +842 Timeline PAUG 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: 22,021 shares; 2024Q4: 20,991 shares; 2025Q1: 20,486 shares; 2025Q2: 18,372 shares; 2025Q3: 15,967 shares; 2025Q4: 15,967 shares; 2026Q1: 15,967 shares 15,967 $682K <0.01% 0 Timeline MADE 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: 20,444 shares 20,444 $681K <0.01% new Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,547 shares; 2024Q4: 49,547 shares; 2025Q1: 49,547 shares; 2025Q2: 49,547 shares; 2025Q3: 49,547 shares; 2025Q4: 108,893 shares; 2026Q1: 69,093 shares 69,093 $675K <0.01% -39,800 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,281 shares; 2024Q4: 40,119 shares; 2025Q1: 44,775 shares; 2025Q2: 53,334 shares; 2025Q3: 25,748 shares; 2025Q4: 30,824 shares; 2026Q1: 30,114 shares 30,114 $672K <0.01% -710 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,593 shares; 2024Q4: 18,138 shares; 2025Q1: 17,968 shares; 2025Q2: 17,010 shares; 2025Q3: 6,914 shares; 2025Q4: 6,913 shares; 2026Q1: 7,450 shares 7,450 $672K <0.01% +537 Timeline AOM 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: 11,967 shares; 2024Q4: 18,081 shares; 2025Q1: 14,767 shares; 2025Q2: 14,834 shares; 2025Q3: 14,772 shares; 2025Q4: 16,017 shares; 2026Q1: 14,152 shares 14,152 $670K <0.01% -1,865 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,217 shares; 2024Q4: 12,235 shares; 2025Q1: 17,029 shares; 2025Q2: 18,101 shares; 2025Q3: 10,585 shares; 2025Q4: 8,990 shares; 2026Q1: 8,313 shares 8,313 $670K <0.01% -677 Timeline BSJT 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: 5,470 shares; 2024Q4: 195 shares; 2025Q1: 57,340 shares; 2025Q2: 72,164 shares; 2025Q3: 61,560 shares; 2025Q4: 55,108 shares; 2026Q1: 31,804 shares 31,804 $669K <0.01% -23,304 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 4,693 shares; 2025Q2: 4,433 shares; 2025Q3: 4,043 shares; 2025Q4: 4,461 shares; 2026Q1: 4,596 shares 4,596 $666K <0.01% +135 Timeline VCLT 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: 6,477 shares; 2024Q4: 6,410 shares; 2025Q1: 5,314 shares; 2025Q2: 4,608 shares; 2025Q3: 4,651 shares; 2025Q4: 5,277 shares; 2026Q1: 8,879 shares 8,879 $663K <0.01% +3,602 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 8,612 shares; 2025Q1: 8,353 shares; 2025Q2: 6,740 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 10,355 shares 10,355 $663K <0.01% +6,545 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 9,916 shares; 2025Q1: 9,733 shares; 2025Q2: 9,189 shares; 2025Q3: 8,524 shares; 2025Q4: 7,881 shares; 2026Q1: 9,534 shares 9,534 $661K <0.01% +1,653 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 14,992 shares; 2025Q1: 15,443 shares; 2025Q2: 18,992 shares; 2025Q3: 15,024 shares; 2025Q4: 14,902 shares; 2026Q1: 31,936 shares 31,936 $661K <0.01% +17,034 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,722 shares; 2024Q4: 47,938 shares; 2025Q1: 45,289 shares; 2025Q2: 107,733 shares; 2025Q3: 63,840 shares; 2025Q4: 120,452 shares; 2026Q1: 38,275 shares 38,275 $660K <0.01% -82,177 Timeline DWM 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: 9,305 shares; 2024Q4: 9,305 shares; 2025Q1: 9,305 shares; 2025Q2: 9,305 shares; 2025Q3: 9,405 shares; 2025Q4: 9,405 shares; 2026Q1: 9,405 shares 9,405 $657K <0.01% 0 Timeline RJDI CARILLON SER TR More: the full row for CARILLON SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,475 shares; 2026Q1: 24,409 shares 24,409 $652K <0.01% +9,934 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 4,431 shares; 2025Q1: 4,855 shares; 2025Q2: 4,749 shares; 2025Q3: 4,820 shares; 2025Q4: 4,708 shares; 2026Q1: 5,801 shares 5,801 $651K <0.01% +1,093 Timeline LCTD 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: 13,281 shares; 2024Q4: 14,781 shares; 2025Q1: 14,075 shares; 2025Q2: 13,268 shares; 2025Q3: 13,118 shares; 2025Q4: 11,679 shares; 2026Q1: 11,752 shares 11,752 $650K <0.01% +73 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,736 shares; 2025Q1: 4,042 shares; 2025Q2: 4,336 shares; 2025Q3: 4,116 shares; 2025Q4: 3,956 shares; 2026Q1: 8,595 shares 8,595 $648K <0.01% +4,639 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 12,926 shares; 2025Q1: 15,771 shares; 2025Q2: 14,087 shares; 2025Q3: 11,013 shares; 2025Q4: 10,598 shares; 2026Q1: 13,861 shares 13,861 $648K <0.01% +3,263 Timeline SCIO 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: 25,461 shares; 2025Q4: 27,131 shares; 2026Q1: 31,374 shares 31,374 $648K <0.01% +4,243 Timeline IHAK 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: 25,412 shares; 2024Q4: 26,945 shares; 2025Q1: 30,545 shares; 2025Q2: 31,653 shares; 2025Q3: 31,539 shares; 2025Q4: 29,809 shares; 2026Q1: 14,828 shares 14,828 $647K <0.01% -14,981 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,829 shares; 2024Q4: 115,193 shares; 2025Q1: 122,220 shares; 2025Q2: 86,817 shares; 2025Q3: 81,154 shares; 2025Q4: 66,004 shares; 2026Q1: 68,010 shares 68,010 $647K <0.01% +2,006 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 2,139 shares; 2025Q1: 2,464 shares; 2025Q2: 1,784 shares; 2025Q3: 1,507 shares; 2025Q4: 1,500 shares; 2026Q1: 1,341 shares 1,341 $644K <0.01% -159 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,287 shares; 2025Q2: 10,370 shares; 2025Q3: 10,450 shares; 2025Q4: 10,432 shares; 2026Q1: 9,723 shares 9,723 $643K <0.01% -709 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 4,590 shares; 2025Q4: 11,158 shares; 2026Q1: 15,087 shares 15,087 $643K <0.01% +3,929 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,845 shares; 2025Q2: 2,105 shares; 2025Q3: 2,201 shares; 2025Q4: 2,450 shares; 2026Q1: 2,938 shares 2,938 $643K <0.01% +488 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,046 shares; 2024Q4: 13,147 shares; 2025Q1: 13,203 shares; 2025Q2: 12,788 shares; 2025Q3: 14,920 shares; 2025Q4: 13,099 shares; 2026Q1: 30,350 shares 30,350 $642K <0.01% +17,251 Timeline HAP 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: 3,015 shares; 2024Q4: 3,109 shares; 2025Q1: 2,842 shares; 2025Q2: 2,713 shares; 2025Q3: 2,713 shares; 2025Q4: 7,569 shares; 2026Q1: 8,850 shares 8,850 $641K <0.01% +1,281 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,250 shares; 2025Q1: 1,425 shares; 2025Q2: 4,294 shares; 2025Q3: 8,741 shares; 2025Q4: 9,358 shares; 2026Q1: 13,268 shares 13,268 $640K <0.01% +3,910 Timeline BMED 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: 22,123 shares 22,123 $640K <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,351 shares; 2024Q4: 12,558 shares; 2025Q1: 1,339 shares; 2025Q2: 1,120 shares; 2025Q3: 1,091 shares; 2025Q4: 23,942 shares; 2026Q1: 36,289 shares 36,289 $638K <0.01% +12,347 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 2,092 shares; 2025Q1: 2,781 shares; 2025Q2: 2,704 shares; 2025Q3: 3,110 shares; 2025Q4: 5,830 shares; 2026Q1: 8,843 shares 8,843 $634K <0.01% +3,013 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,962 shares; 2024Q4: 10,848 shares; 2025Q1: 15,317 shares; 2025Q2: 22,060 shares; 2025Q3: 23,023 shares; 2025Q4: 19,606 shares; 2026Q1: 18,314 shares 18,314 $633K <0.01% -1,292 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,841 shares; 2024Q4: 31,829 shares; 2025Q1: 34,987 shares; 2025Q2: 34,844 shares; 2025Q3: 30,845 shares; 2025Q4: 6,730 shares; 2026Q1: 6,578 shares 6,578 $631K <0.01% -152 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 8,745 shares; 2025Q1: 8,821 shares; 2025Q2: 8,820 shares; 2025Q3: 10,435 shares; 2025Q4: 6,305 shares; 2026Q1: 5,653 shares 5,653 $628K <0.01% -652 Timeline IGF 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: 6,436 shares; 2024Q4: 10,292 shares; 2025Q1: 9,528 shares; 2025Q2: 8,123 shares; 2025Q3: 7,638 shares; 2025Q4: 7,084 shares; 2026Q1: 9,330 shares 9,330 $625K <0.01% +2,246 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,804 shares; 2024Q4: 34,325 shares; 2025Q1: 34,700 shares; 2025Q2: 30,450 shares; 2025Q3: 31,110 shares; 2025Q4: 30,593 shares; 2026Q1: 30,597 shares 30,597 $624K <0.01% +4 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 1,242 shares; 2025Q1: 2,352 shares; 2025Q2: 1,839 shares; 2025Q3: 1,999 shares; 2025Q4: 2,257 shares; 2026Q1: 4,154 shares 4,154 $624K <0.01% +1,897 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: 9,149 shares; 2025Q1: 9,377 shares; 2025Q2: 8,414 shares; 2025Q3: 6,516 shares; 2025Q4: 6,042 shares; 2026Q1: 4,782 shares 4,782 $621K <0.01% -1,260 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,464 shares; 2024Q4: 47,296 shares; 2025Q1: 52,470 shares; 2025Q2: 49,772 shares; 2025Q3: 50,005 shares; 2025Q4: 53,272 shares; 2026Q1: 53,617 shares 53,617 $620K <0.01% +345 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 1,735 shares; 2025Q1: 1,749 shares; 2025Q2: 19,326 shares; 2025Q3: 20,651 shares; 2025Q4: 19,831 shares; 2026Q1: 26,239 shares 26,239 $620K <0.01% +6,408 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,089 shares; 2024Q4: 71,589 shares; 2025Q1: 72,189 shares; 2025Q2: 44,139 shares; 2025Q3: 44,339 shares; 2025Q4: 44,339 shares; 2026Q1: 50,275 shares 50,275 $618K <0.01% +5,936 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,540 shares; 2025Q2: 3,570 shares; 2025Q3: 3,605 shares; 2025Q4: 3,888 shares; 2026Q1: 5,561 shares 5,561 $618K <0.01% +1,673 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 12,000 shares; 2025Q3: 31,595 shares; 2025Q4: 44,095 shares; 2026Q1: 51,525 shares 51,525 $615K <0.01% +7,430 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,417 shares; 2025Q1: 12,995 shares; 2025Q2: 20,430 shares; 2025Q3: 21,731 shares; 2025Q4: 20,693 shares; 2026Q1: 56,637 shares 56,637 $614K <0.01% +35,944 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,553 shares; 2024Q4: 14,715 shares; 2025Q1: 14,692 shares; 2025Q2: 14,379 shares; 2025Q3: 14,679 shares; 2025Q4: 14,122 shares; 2026Q1: 14,182 shares 14,182 $612K <0.01% +60 Timeline DUHP 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: 13,949 shares; 2024Q4: 22,913 shares; 2025Q1: 23,566 shares; 2025Q2: 19,562 shares; 2025Q3: 17,854 shares; 2025Q4: 17,854 shares; 2026Q1: 16,629 shares 16,629 $611K <0.01% -1,225 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,645 shares; 2024Q4: 25,745 shares; 2025Q1: 27,445 shares; 2025Q2: 27,445 shares; 2025Q3: 29,745 shares; 2025Q4: 35,545 shares; 2026Q1: 58,633 shares 58,633 $610K <0.01% +23,088 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 13,470 shares; 2025Q4: 14,062 shares; 2026Q1: 17,577 shares 17,577 $609K <0.01% +3,515 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 12,180 shares; 2025Q1: 408 shares; 2025Q2: 1,687 shares; 2025Q3: 9,487 shares; 2025Q4: 13,488 shares; 2026Q1: 16,219 shares 16,219 $608K <0.01% +2,731 Timeline IEZ 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: 100 shares; 2024Q4: 50,205 shares; 2025Q1: 99,986 shares; 2025Q2: 78,567 shares; 2025Q3: 74,518 shares; 2025Q4: 73,919 shares; 2026Q1: 21,000 shares 21,000 $608K <0.01% -52,919 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 8,240 shares; 2025Q1: 8,169 shares; 2025Q2: 8,051 shares; 2025Q3: 8,067 shares; 2025Q4: 8,214 shares; 2026Q1: 8,515 shares 8,515 $606K <0.01% +301 Timeline CCEF 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: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 8,365 shares; 2026Q1: 21,461 shares 21,461 $605K <0.01% +13,096 Timeline CSM 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: 5,406 shares; 2024Q4: 7,348 shares; 2025Q1: 9,042 shares; 2025Q2: 8,757 shares; 2025Q3: 8,488 shares; 2025Q4: 8,390 shares; 2026Q1: 8,070 shares 8,070 $604K <0.01% -320 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,586 shares; 2024Q4: 19,506 shares; 2025Q1: 19,114 shares; 2025Q2: 17,684 shares; 2025Q3: 15,367 shares; 2025Q4: 16,142 shares; 2026Q1: 15,318 shares 15,318 $603K <0.01% -824 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,116 shares; 2025Q1: 13,253 shares; 2025Q2: 13,253 shares; 2025Q3: 14,563 shares; 2025Q4: 13,853 shares; 2026Q1: 13,503 shares 13,503 $603K <0.01% -350 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 8,705 shares; 2025Q1: 8,673 shares; 2025Q2: 7,626 shares; 2025Q3: 7,618 shares; 2025Q4: 7,196 shares; 2026Q1: 6,666 shares 6,666 $601K <0.01% -530 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,101 shares; 2024Q4: 29,876 shares; 2025Q1: 29,672 shares; 2025Q2: 20,299 shares; 2025Q3: 21,462 shares; 2025Q4: 28,792 shares; 2026Q1: 29,929 shares 29,929 $600K <0.01% +1,137 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: 8,175 shares; 2025Q4: 17,445 shares; 2026Q1: 15,245 shares 15,245 $597K <0.01% -2,200 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 9,864 shares; 2025Q1: 9,852 shares; 2025Q2: 11,452 shares; 2025Q3: 11,452 shares; 2025Q4: 9,952 shares; 2026Q1: 9,992 shares 9,992 $597K <0.01% +40 Timeline IFRA 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: 50,817 shares; 2024Q4: 53,772 shares; 2025Q1: 33,582 shares; 2025Q2: 36,667 shares; 2025Q3: 37,745 shares; 2025Q4: 38,238 shares; 2026Q1: 10,373 shares 10,373 $593K <0.01% -27,865 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 9,577 shares; 2025Q1: 7,393 shares; 2025Q2: 6,567 shares; 2025Q3: 6,249 shares; 2025Q4: 6,764 shares; 2026Q1: 6,977 shares 6,977 $593K <0.01% +213 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,044 shares; 2025Q1: 998 shares; 2025Q2: 1,073 shares; 2025Q3: 1,253 shares; 2025Q4: 1,837 shares; 2026Q1: 1,652 shares 1,652 $593K <0.01% -185 Timeline FTA 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: 14,957 shares; 2024Q4: 10,838 shares; 2025Q1: 8,826 shares; 2025Q2: 8,264 shares; 2025Q3: 7,505 shares; 2025Q4: 6,461 shares; 2026Q1: 6,416 shares 6,416 $592K <0.01% -45 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,581 shares; 2025Q3: 5,582 shares; 2025Q4: 5,582 shares; 2026Q1: 5,582 shares 5,582 $592K <0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 8,375 shares; 2025Q3: 8,375 shares; 2025Q4: 14,643 shares; 2026Q1: 12,998 shares 12,998 $589K <0.01% -1,645 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,656 shares; 2025Q3: 8,286 shares; 2025Q4: 8,269 shares; 2026Q1: 7,992 shares 7,992 $589K <0.01% -277 Timeline BATT 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 23,765 shares; 2026Q1: 39,443 shares 39,443 $587K <0.01% +15,678 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,590 shares; 2025Q1: 63,150 shares; 2025Q2: 59,969 shares; 2025Q3: 32,417 shares; 2025Q4: 21,233 shares; 2026Q1: 20,516 shares 20,516 $587K <0.01% -717 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 26,506 shares; 2025Q1: 2,444 shares; 2025Q2: 10,177 shares; 2025Q3: 57,518 shares; 2025Q4: 43,612 shares; 2026Q1: 36,134 shares 36,134 $584K <0.01% -7,478 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 10,113 shares; 2026Q1: 17,054 shares 17,054 $584K <0.01% +6,941 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,488 shares; 2025Q1: 8,523 shares; 2025Q2: 8,736 shares; 2025Q3: 8,916 shares; 2025Q4: 8,154 shares; 2026Q1: 8,017 shares 8,017 $582K <0.01% -137 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,152 shares; 2024Q4: 120,595 shares; 2025Q1: 121,190 shares; 2025Q2: 115,170 shares; 2025Q3: 94,784 shares; 2025Q4: 61,772 shares; 2026Q1: 10,413 shares 10,413 $581K <0.01% -51,359 Timeline JPMB 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: 16,223 shares; 2024Q4: 16,359 shares; 2025Q1: 16,042 shares; 2025Q2: 14,793 shares; 2025Q3: 15,012 shares; 2025Q4: 15,087 shares; 2026Q1: 14,754 shares 14,754 $579K <0.01% -333 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,316 shares; 2024Q4: 29,973 shares; 2025Q1: 32,356 shares; 2025Q2: 34,791 shares; 2025Q3: 32,003 shares; 2025Q4: 22,449 shares; 2026Q1: 19,971 shares 19,971 $578K <0.01% -2,478 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,937 shares 15,937 $577K <0.01% new Timeline EUSB 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: 16,976 shares; 2024Q4: 15,291 shares; 2025Q1: 15,551 shares; 2025Q2: 15,978 shares; 2025Q3: 11,955 shares; 2025Q4: 12,862 shares; 2026Q1: 13,253 shares 13,253 $577K <0.01% +391 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,492 shares; 2025Q1: 1,576 shares; 2025Q2: 1,423 shares; 2025Q3: 1,198 shares; 2025Q4: 1,826 shares; 2026Q1: 1,941 shares 1,941 $576K <0.01% +115 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,960 shares; 2024Q4: 12,981 shares; 2025Q1: 10,988 shares; 2025Q2: 19,443 shares; 2025Q3: 21,460 shares; 2025Q4: 22,250 shares; 2026Q1: 27,154 shares 27,154 $574K <0.01% +4,904 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 8,301 shares; 2025Q1: 8,352 shares; 2025Q2: 7,725 shares; 2025Q3: 7,789 shares; 2025Q4: 7,677 shares; 2026Q1: 7,766 shares 7,766 $572K <0.01% +89 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 31,479 shares; 2025Q2: 36,645 shares; 2025Q3: 40,942 shares; 2025Q4: 60,009 shares; 2026Q1: 45,203 shares 45,203 $572K <0.01% -14,806 Timeline FEMS 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: 249,317 shares; 2024Q4: 227,025 shares; 2025Q1: 232,813 shares; 2025Q2: 3,983 shares; 2025Q3: 3,843 shares; 2025Q4: 3,859 shares; 2026Q1: 12,559 shares 12,559 $572K <0.01% +8,700 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: 28,275 shares; 2026Q1: 88,239 shares 88,239 $569K <0.01% +59,964 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,410 shares; 2024Q4: 580,603 shares; 2025Q1: 595,022 shares; 2025Q2: 16,306 shares; 2025Q3: 19,697 shares; 2025Q4: 19,701 shares; 2026Q1: 19,831 shares 19,831 $568K <0.01% +130 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,685 shares; 2025Q1: 2,648 shares; 2025Q2: 1,810 shares; 2025Q3: 1,811 shares; 2025Q4: 1,813 shares; 2026Q1: 4,993 shares 4,993 $567K <0.01% +3,180 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,386 shares; 2025Q1: 5,386 shares; 2025Q2: 5,618 shares; 2025Q3: 5,644 shares; 2025Q4: 5,779 shares; 2026Q1: 6,043 shares 6,043 $565K <0.01% +264 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,436 shares; 2025Q1: 17,344 shares; 2025Q2: 20,861 shares; 2025Q3: 32,849 shares; 2025Q4: 27,773 shares; 2026Q1: 40,226 shares 40,226 $565K <0.01% +12,453 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,409 shares; 2025Q3: 23,898 shares; 2025Q4: 24,207 shares; 2026Q1: 26,167 shares 26,167 $564K <0.01% +1,960 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: 6,761 shares; 2025Q1: 7,363 shares; 2025Q2: 5,132 shares; 2025Q3: 4,866 shares; 2025Q4: 5,414 shares; 2026Q1: 5,006 shares 5,006 $563K <0.01% -408 Timeline SILJ 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 18,940 shares 18,940 $563K <0.01% +17,316 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 1,352 shares; 2025Q1: 28 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: not reported; 2026Q1: 4,058 shares 4,058 $561K <0.01% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 1,733 shares; 2025Q1: 1,594 shares; 2025Q2: 1 shares; 2025Q3: 1,730 shares; 2025Q4: 407 shares; 2026Q1: 3,516 shares 3,516 $561K <0.01% +3,109 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 566 shares; 2025Q1: 571 shares; 2025Q2: 1,067 shares; 2025Q3: 1,621 shares; 2025Q4: 2,003 shares; 2026Q1: 3,862 shares 3,862 $561K <0.01% +1,859 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 966 shares; 2025Q4: 879 shares; 2026Q1: 6,699 shares 6,699 $561K <0.01% +5,820 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 1,423 shares 1,423 $561K <0.01% +1,370 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 13,158 shares; 2025Q1: 4,565 shares; 2025Q2: 3,871 shares; 2025Q3: 3,878 shares; 2025Q4: 3,885 shares; 2026Q1: 3,899 shares 3,899 $557K <0.01% +14 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 20,014 shares; 2025Q2: 19,185 shares; 2025Q3: 19,127 shares; 2025Q4: 16,107 shares; 2026Q1: 18,745 shares 18,745 $557K <0.01% +2,638 Timeline CRAK 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: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,262 shares 11,262 $556K <0.01% +262 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: 4,671 shares; 2025Q3: 4,671 shares; 2025Q4: 4,671 shares; 2026Q1: 21,859 shares 21,859 $555K <0.01% +17,188 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,689 shares; 2025Q1: 17,690 shares; 2025Q2: 17,230 shares; 2025Q3: 17,230 shares; 2025Q4: 17,230 shares; 2026Q1: 17,230 shares 17,230 $554K <0.01% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,791 shares 4,791 $552K <0.01% new Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,160 shares; 2025Q2: 19,225 shares; 2025Q3: 19,335 shares; 2025Q4: 17,875 shares; 2026Q1: 7,810 shares 7,810 $552K <0.01% -10,065 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 4,227 shares; 2025Q1: 3,414 shares; 2025Q2: 3,441 shares; 2025Q3: 3,248 shares; 2025Q4: 3,255 shares; 2026Q1: 3,070 shares 3,070 $552K <0.01% -185 Timeline MX MAGNACHIP SEMICONDUCTOR CORP More: the full row for MAGNACHIP SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,877 shares; 2025Q2: 199,677 shares; 2025Q3: 202,852 shares; 2025Q4: 196,052 shares; 2026Q1: 197,002 shares 197,002 $552K <0.01% +950 Timeline CEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,352 shares 19,352 $551K <0.01% new Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,136 shares; 2024Q4: 29,869 shares; 2025Q1: 28,849 shares; 2025Q2: 30,125 shares; 2025Q3: 31,671 shares; 2025Q4: 25,229 shares; 2026Q1: 27,879 shares 27,879 $551K <0.01% +2,650 Timeline FDLO 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: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 4,283 shares; 2025Q2: 4,035 shares; 2025Q3: 5,750 shares; 2025Q4: 7,782 shares; 2026Q1: 8,515 shares 8,515 $550K <0.01% +733 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,846 shares; 2025Q1: 1,957 shares; 2025Q2: 2,129 shares; 2025Q3: 2,129 shares; 2025Q4: 2,092 shares; 2026Q1: 1,915 shares 1,915 $549K <0.01% -177 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,954 shares; 2024Q4: 402,208 shares; 2025Q1: 397,114 shares; 2025Q2: 278,439 shares; 2025Q3: 294,063 shares; 2025Q4: 44,515 shares; 2026Q1: 23,894 shares 23,894 $548K <0.01% -20,621 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 871 shares; 2025Q1: 812 shares; 2025Q2: 827 shares; 2025Q3: 717 shares; 2025Q4: 4,985 shares; 2026Q1: 5,816 shares 5,816 $547K <0.01% +831 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,108 shares; 2024Q4: 18,996 shares; 2025Q1: 11,982 shares; 2025Q2: 19,642 shares; 2025Q3: 59,879 shares; 2025Q4: 67,460 shares; 2026Q1: 51,777 shares 51,777 $547K <0.01% -15,683 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,498 shares; 2024Q4: 73,270 shares; 2025Q1: 10,941 shares; 2025Q2: 10,273 shares; 2025Q3: 10,036 shares; 2025Q4: 9,154 shares; 2026Q1: 8,877 shares 8,877 $547K <0.01% -277 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 3,203 shares; 2025Q4: 3,628 shares; 2026Q1: 3,843 shares 3,843 $547K <0.01% +215 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,962 shares; 2025Q1: 2,083 shares; 2025Q2: 2,249 shares; 2025Q3: 2,332 shares; 2025Q4: 2,338 shares; 2026Q1: 2,673 shares 2,673 $545K <0.01% +335 Timeline VONE 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: 2,215 shares; 2024Q4: 2,188 shares; 2025Q1: 2,033 shares; 2025Q2: 2,045 shares; 2025Q3: 1,845 shares; 2025Q4: 1,874 shares; 2026Q1: 1,845 shares 1,845 $544K <0.01% -29 Timeline IPOS RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,836 shares; 2025Q4: 29,836 shares; 2026Q1: 29,836 shares 29,836 $544K <0.01% 0 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 18,229 shares; 2025Q3: 21,832 shares; 2025Q4: 20,947 shares; 2026Q1: 20,320 shares 20,320 $543K <0.01% -627 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,168 shares; 2025Q1: 5,558 shares; 2025Q2: 5,222 shares; 2025Q3: 4,859 shares; 2025Q4: 4,884 shares; 2026Q1: 4,851 shares 4,851 $543K <0.01% -33 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,716 shares; 2024Q4: 52,680 shares; 2025Q1: 54,150 shares; 2025Q2: 27,199 shares; 2025Q3: 32,639 shares; 2025Q4: 33,469 shares; 2026Q1: 31,533 shares 31,533 $540K <0.01% -1,936 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 2,132 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,232 shares; 2025Q4: 3,136 shares; 2026Q1: 13,753 shares 13,753 $540K <0.01% +10,617 Timeline FWD 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: 2,100 shares; 2026Q1: 4,963 shares 4,963 $539K <0.01% +2,863 Timeline FEMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,747 shares 18,747 $539K <0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,735 shares; 2026Q1: 1,842 shares 1,842 $535K <0.01% +107 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 7,701 shares; 2025Q3: 14,975 shares; 2025Q4: 11,992 shares; 2026Q1: 33,914 shares 33,914 $534K <0.01% +21,922 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 1,086 shares; 2025Q1: 999 shares; 2025Q2: 3,080 shares; 2025Q3: 3,575 shares; 2025Q4: 4,202 shares; 2026Q1: 3,962 shares 3,962 $533K <0.01% -240 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,652 shares; 2025Q1: 2,111 shares; 2025Q2: 1,968 shares; 2025Q3: 1,858 shares; 2025Q4: 1,778 shares; 2026Q1: 3,800 shares 3,800 $533K <0.01% +2,022 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,789 shares; 2025Q1: 5,789 shares; 2025Q2: 5,489 shares; 2025Q3: 5,530 shares; 2025Q4: 5,515 shares; 2026Q1: 6,283 shares 6,283 $532K <0.01% +768 Timeline XBMNX BLACKROCK 2037 MUNICIPAL TAR More: the full row for BLACKROCK 2037 MUNICIPAL TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 25,825 shares; 2025Q1: 23,854 shares; 2025Q2: 23,854 shares; 2025Q3: 20,303 shares; 2025Q4: 20,416 shares; 2026Q1: 20,486 shares 20,486 $531K <0.01% +70 Timeline BSJR 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: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 28,113 shares; 2025Q3: 54,396 shares; 2025Q4: 44,400 shares; 2026Q1: 23,657 shares 23,657 $529K <0.01% -20,743 Timeline IAUG 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: 2,857 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 45,745 shares; 2025Q4: 45,114 shares; 2026Q1: 18,462 shares 18,462 $529K <0.01% -26,652 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,928 shares; 2024Q4: 16,623 shares; 2025Q1: 17,467 shares; 2025Q2: 16,562 shares; 2025Q3: 15,510 shares; 2025Q4: 15,391 shares; 2026Q1: 14,008 shares 14,008 $526K <0.01% -1,383 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,802 shares; 2024Q4: 18,208 shares; 2025Q1: 16,677 shares; 2025Q2: 16,593 shares; 2025Q3: 15,969 shares; 2025Q4: 18,901 shares; 2026Q1: 14,826 shares 14,826 $526K <0.01% -4,075 Timeline GJUN 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: 33,702 shares; 2024Q4: 36,916 shares; 2025Q1: 36,916 shares; 2025Q2: 16,466 shares; 2025Q3: 16,191 shares; 2025Q4: 14,541 shares; 2026Q1: 13,341 shares 13,341 $526K <0.01% -1,200 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 4,988 shares; 2025Q2: 4,849 shares; 2025Q3: 4,849 shares; 2025Q4: 5,406 shares; 2026Q1: 12,758 shares 12,758 $525K <0.01% +7,352 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,598 shares; 2024Q4: 18,064 shares; 2025Q1: 18,751 shares; 2025Q2: 32,249 shares; 2025Q3: 20,115 shares; 2025Q4: 66,098 shares; 2026Q1: 47,990 shares 47,990 $525K <0.01% -18,108 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,757 shares; 2025Q1: 2,744 shares; 2025Q2: 2,730 shares; 2025Q3: 2,908 shares; 2025Q4: 2,936 shares; 2026Q1: 3,057 shares 3,057 $525K <0.01% +121 Timeline