PTH 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: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,600 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 11,009 shares; 2026Q1: 10,700 shares 10,700 $524K <0.01% -309 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 940 shares; 2025Q1: 1,062 shares; 2025Q2: 1,357 shares; 2025Q3: 1,443 shares; 2025Q4: 1,425 shares; 2026Q1: 1,583 shares 1,583 $524K <0.01% +158 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,556 shares; 2025Q1: 13,401 shares; 2025Q2: 14,285 shares; 2025Q3: 20,350 shares; 2025Q4: 22,910 shares; 2026Q1: 22,801 shares 22,801 $523K <0.01% -109 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,515 shares; 2024Q4: 35 shares; 2025Q1: 932 shares; 2025Q2: 896 shares; 2025Q3: 935 shares; 2025Q4: 4,831 shares; 2026Q1: 4,927 shares 4,927 $522K <0.01% +96 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,122 shares; 2025Q1: 1,424 shares; 2025Q2: 7,134 shares; 2025Q3: 7,464 shares; 2025Q4: 7,213 shares; 2026Q1: 8,921 shares 8,921 $522K <0.01% +1,708 RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 549 shares; 2025Q1: 540 shares; 2025Q2: 605 shares; 2025Q3: 793 shares; 2025Q4: 1,495 shares; 2026Q1: 3,729 shares 3,729 $521K <0.01% +2,234 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 697 shares; 2025Q1: 58 shares; 2025Q2: 7,400 shares; 2025Q3: 5,550 shares; 2025Q4: 9,850 shares; 2026Q1: 11,486 shares 11,486 $519K <0.01% +1,636 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,650 shares; 2025Q4: 65,150 shares; 2026Q1: 61,250 shares 61,250 $518K <0.01% -3,900 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 10,858 shares; 2025Q1: 11,512 shares; 2025Q2: 12,034 shares; 2025Q3: 11,764 shares; 2025Q4: 12,203 shares; 2026Q1: 10,549 shares 10,549 $517K <0.01% -1,654 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,471 shares; 2024Q4: 25,071 shares; 2025Q1: 24,248 shares; 2025Q2: 24,093 shares; 2025Q3: 25,604 shares; 2025Q4: 30,905 shares; 2026Q1: 32,518 shares 32,518 $516K <0.01% +1,613 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,417 shares; 2025Q1: 16,574 shares; 2025Q2: 17,858 shares; 2025Q3: 18,163 shares; 2025Q4: 17,821 shares; 2026Q1: 17,753 shares 17,753 $515K <0.01% -68 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,334 shares; 2024Q4: 17,836 shares; 2025Q1: 17,836 shares; 2025Q2: 19,323 shares; 2025Q3: 17,543 shares; 2025Q4: 10,609 shares; 2026Q1: 22,392 shares 22,392 $515K <0.01% +11,783 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,094 shares; 2024Q4: 4,161 shares; 2025Q1: 2,691 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,572 shares 2,572 $514K <0.01% +22 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,582 shares; 2025Q1: 16,251 shares; 2025Q2: 16,268 shares; 2025Q3: 17,371 shares; 2025Q4: 17,371 shares; 2026Q1: 21,451 shares 21,451 $514K <0.01% +4,080 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 10,091 shares; 2025Q1: 3,029 shares; 2025Q2: 3,162 shares; 2025Q3: 3,205 shares; 2025Q4: 3,159 shares; 2026Q1: 2,480 shares 2,480 $511K <0.01% -679 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 8,676 shares; 2025Q4: 19,757 shares; 2026Q1: 17,156 shares 17,156 $511K <0.01% -2,601 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 2,730 shares; 2025Q1: 2,764 shares; 2025Q2: 1,664 shares; 2025Q3: 2,450 shares; 2025Q4: 2,466 shares; 2026Q1: 2,541 shares 2,541 $510K <0.01% +75 Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,798 shares; 2025Q1: 2,604 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 9,374 shares; 2026Q1: 19,668 shares 19,668 $510K <0.01% +10,294 Timeline PIZ 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: 4,079 shares; 2024Q4: 4,471 shares; 2025Q1: 4,058 shares; 2025Q2: 3,206 shares; 2025Q3: 3,316 shares; 2025Q4: 3,538 shares; 2026Q1: 10,295 shares 10,295 $510K <0.01% +6,757 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,202 shares; 2024Q4: 16,767 shares; 2025Q1: 21,755 shares; 2025Q2: 16,571 shares; 2025Q3: 16,394 shares; 2025Q4: 16,278 shares; 2026Q1: 7,161 shares 7,161 $508K <0.01% -9,117 Timeline AOK 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: 3,829 shares; 2024Q4: 3,829 shares; 2025Q1: 682 shares; 2025Q2: 908 shares; 2025Q3: 20,995 shares; 2025Q4: 26,804 shares; 2026Q1: 12,702 shares 12,702 $507K <0.01% -14,102 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,575 shares; 2026Q1: 28,075 shares 28,075 $506K <0.01% +19,500 Timeline PTIN 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: 15,037 shares; 2024Q4: 12,806 shares; 2025Q1: 3,503 shares; 2025Q2: 31,781 shares; 2025Q3: 31,094 shares; 2025Q4: 31,393 shares; 2026Q1: 15,541 shares 15,541 $505K <0.01% -15,852 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 4,727 shares; 2025Q1: 1,958 shares; 2025Q2: 1,608 shares; 2025Q3: 6,266 shares; 2025Q4: 61,399 shares; 2026Q1: 2,758 shares 2,758 $505K <0.01% -58,641 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,855 shares; 2025Q3: 3,710 shares; 2025Q4: 5,206 shares; 2026Q1: 7,851 shares 7,851 $504K <0.01% +2,645 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 894 shares; 2025Q1: 485 shares; 2025Q2: 386 shares; 2025Q3: 392 shares; 2025Q4: 358 shares; 2026Q1: 12,587 shares 12,587 $504K <0.01% +12,229 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,597 shares; 2025Q1: 1,976 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,447 shares; 2026Q1: 22,382 shares 22,382 $503K <0.01% +20,935 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 3,639 shares; 2025Q1: 3,049 shares; 2025Q2: 4,265 shares; 2025Q3: 3,195 shares; 2025Q4: 5,549 shares; 2026Q1: 6,039 shares 6,039 $501K <0.01% +490 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 4,593 shares; 2025Q4: 5,245 shares; 2026Q1: 5,084 shares 5,084 $501K <0.01% -161 Timeline QQQJ 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: 13,092 shares; 2024Q4: 12,967 shares; 2025Q1: 13,167 shares; 2025Q2: 13,367 shares; 2025Q3: 13,417 shares; 2025Q4: 13,417 shares; 2026Q1: 13,818 shares 13,818 $500K <0.01% +401 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,576 shares; 2025Q1: 5,062 shares; 2025Q2: 5,485 shares; 2025Q3: 5,485 shares; 2025Q4: 5,454 shares; 2026Q1: 5,371 shares 5,371 $500K <0.01% -83 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 2,074 shares; 2025Q1: 2,937 shares; 2025Q2: 13,729 shares; 2025Q3: 3,669 shares; 2025Q4: 7,372 shares; 2026Q1: 6,473 shares 6,473 $499K <0.01% -899 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,713 shares; 2025Q1: 2,859 shares; 2025Q2: 3,421 shares; 2025Q3: 3,809 shares; 2025Q4: 4,196 shares; 2026Q1: 4,673 shares 4,673 $499K <0.01% +477 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,702 shares; 2024Q4: 23,025 shares; 2025Q1: 23,434 shares; 2025Q2: 25,284 shares; 2025Q3: 27,724 shares; 2025Q4: 28,763 shares; 2026Q1: 28,599 shares 28,599 $498K <0.01% -164 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,403 shares; 2025Q2: 3,305 shares; 2025Q3: 4,876 shares; 2025Q4: 5,958 shares; 2026Q1: 7,942 shares 7,942 $497K <0.01% +1,984 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,615 shares; 2024Q4: 25,515 shares; 2025Q1: 29,558 shares; 2025Q2: 25,797 shares; 2025Q3: 21,151 shares; 2025Q4: 26,115 shares; 2026Q1: 20,843 shares 20,843 $495K <0.01% -5,272 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,094 shares; 2024Q4: 110,108 shares; 2025Q1: 111,192 shares; 2025Q2: 91,859 shares; 2025Q3: 93,525 shares; 2025Q4: 94,888 shares; 2026Q1: 96,940 shares 96,940 $494K <0.01% +2,052 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,073 shares; 2024Q4: 43,572 shares; 2025Q1: 36,549 shares; 2025Q2: 36,049 shares; 2025Q3: 32,904 shares; 2025Q4: 31,684 shares; 2026Q1: 26,921 shares 26,921 $494K <0.01% -4,763 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,360 shares; 2024Q4: 14,556 shares; 2025Q1: 15,025 shares; 2025Q2: 16,026 shares; 2025Q3: 18,817 shares; 2025Q4: 19,311 shares; 2026Q1: 17,902 shares 17,902 $494K <0.01% -1,409 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 18,992 shares; 2025Q1: 19,162 shares; 2025Q2: 19,423 shares; 2025Q3: 17,459 shares; 2025Q4: 15,741 shares; 2026Q1: 18,738 shares 18,738 $493K <0.01% +2,997 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 640 shares; 2025Q1: 654 shares; 2025Q2: 653 shares; 2025Q3: 780 shares; 2025Q4: 779 shares; 2026Q1: 814 shares 814 $492K <0.01% +35 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 6,140 shares; 2025Q1: 8,983 shares; 2025Q2: 25,161 shares; 2025Q3: 20,863 shares; 2025Q4: 21,378 shares; 2026Q1: 4,917 shares 4,917 $492K <0.01% -16,461 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 897 shares; 2025Q2: 1,562 shares; 2025Q3: 1,710 shares; 2025Q4: 3,880 shares; 2026Q1: 5,179 shares 5,179 $492K <0.01% +1,299 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 5,224 shares; 2025Q1: 5,729 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 6,200 shares; 2026Q1: 5,790 shares 5,790 $491K <0.01% -410 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 11,405 shares; 2025Q1: 11,110 shares; 2025Q2: 10,581 shares; 2025Q3: 10,531 shares; 2025Q4: 10,386 shares; 2026Q1: 10,719 shares 10,719 $488K <0.01% +333 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,919 shares; 2025Q1: 1,679 shares; 2025Q2: 1,608 shares; 2025Q3: 1,682 shares; 2025Q4: 4,040 shares; 2026Q1: 8,248 shares 8,248 $488K <0.01% +4,208 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,480 shares; 2025Q2: 39,370 shares; 2025Q3: 40,031 shares; 2025Q4: 38,695 shares; 2026Q1: 27,620 shares 27,620 $487K <0.01% -11,075 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,112 shares; 2024Q4: 15,052 shares; 2025Q1: 10,285 shares; 2025Q2: 10,285 shares; 2025Q3: 9,710 shares; 2025Q4: 9,710 shares; 2026Q1: 9,210 shares 9,210 $486K <0.01% -500 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 752 shares; 2025Q1: 821 shares; 2025Q2: 837 shares; 2025Q3: 838 shares; 2025Q4: 1,022 shares; 2026Q1: 1,193 shares 1,193 $486K <0.01% +171 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,310 shares; 2025Q1: 7,160 shares; 2025Q2: 7,160 shares; 2025Q3: 7,160 shares; 2025Q4: 7,460 shares; 2026Q1: 9,543 shares 9,543 $484K <0.01% +2,083 Timeline PIE 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: 5,642 shares; 2024Q4: 7,187 shares; 2025Q1: 6,489 shares; 2025Q2: 5,735 shares; 2025Q3: 5,990 shares; 2025Q4: 6,443 shares; 2026Q1: 18,488 shares 18,488 $481K <0.01% +12,045 Timeline HEDJ 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: 8,483 shares; 2024Q4: 14,673 shares; 2025Q1: 14,030 shares; 2025Q2: 12,947 shares; 2025Q3: 9,922 shares; 2025Q4: 9,920 shares; 2026Q1: 9,199 shares 9,199 $481K <0.01% -721 Timeline DFIS 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: 9,915 shares; 2024Q4: 10,315 shares; 2025Q1: 9,375 shares; 2025Q2: 8,725 shares; 2025Q3: 8,945 shares; 2025Q4: 9,795 shares; 2026Q1: 14,270 shares 14,270 $480K <0.01% +4,475 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 22,349 shares 22,349 $480K <0.01% +22,149 Timeline FXG 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: 8,500 shares; 2024Q4: 8,246 shares; 2025Q1: 7,860 shares; 2025Q2: 14,679 shares; 2025Q3: 7,825 shares; 2025Q4: 7,920 shares; 2026Q1: 7,523 shares 7,523 $479K <0.01% -397 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,304 shares; 2024Q4: 13,953 shares; 2025Q1: 13,909 shares; 2025Q2: 11,768 shares; 2025Q3: 11,718 shares; 2025Q4: 10,635 shares; 2026Q1: 9,454 shares 9,454 $479K <0.01% -1,181 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,898 shares; 2025Q1: 1,996 shares; 2025Q2: 2,003 shares; 2025Q3: 2,025 shares; 2025Q4: 1,949 shares; 2026Q1: 1,637 shares 1,637 $476K <0.01% -312 Timeline JSI 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: 2,831 shares; 2024Q4: 5,766 shares; 2025Q1: 6,563 shares; 2025Q2: 6,563 shares; 2025Q3: 10,547 shares; 2025Q4: 9,163 shares; 2026Q1: 9,163 shares 9,163 $472K <0.01% 0 Timeline GJUL 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: 10,234 shares; 2024Q4: 10,234 shares; 2025Q1: 10,234 shares; 2025Q2: 9,956 shares; 2025Q3: 12,660 shares; 2025Q4: 11,560 shares; 2026Q1: 11,560 shares 11,560 $471K <0.01% 0 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 2,800 shares; 2025Q1: 2,050 shares; 2025Q2: 3,031 shares; 2025Q3: 1,931 shares; 2025Q4: 6,231 shares; 2026Q1: 5,056 shares 5,056 $467K <0.01% -1,175 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,464 shares; 2025Q1: 2,503 shares; 2025Q2: 3,059 shares; 2025Q3: 2,907 shares; 2025Q4: 3,758 shares; 2026Q1: 4,698 shares 4,698 $467K <0.01% +940 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,873 shares; 2024Q4: 37,749 shares; 2025Q1: 13,569 shares; 2025Q2: 9,880 shares; 2025Q3: 9,817 shares; 2025Q4: 10,594 shares; 2026Q1: 9,794 shares 9,794 $466K <0.01% -800 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 587 shares; 2025Q1: 575 shares; 2025Q2: 885 shares; 2025Q3: 2,927 shares; 2025Q4: 5,034 shares; 2026Q1: 4,918 shares 4,918 $465K <0.01% -116 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 2,047 shares; 2025Q1: 4,308 shares; 2025Q2: 5,000 shares; 2025Q3: 4,842 shares; 2025Q4: 1,950 shares; 2026Q1: 1,852 shares 1,852 $464K <0.01% -98 Timeline XNTK 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: 1,652 shares; 2024Q4: 1,602 shares; 2025Q1: 1,675 shares; 2025Q2: 1,771 shares; 2025Q3: 1,814 shares; 2025Q4: 1,766 shares; 2026Q1: 1,816 shares 1,816 $464K <0.01% +50 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 1,745 shares; 2025Q2: 1,800 shares; 2025Q3: 1,840 shares; 2025Q4: 1,785 shares; 2026Q1: 2,597 shares 2,597 $463K <0.01% +812 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 2,740 shares; 2025Q3: 6,273 shares; 2025Q4: 6,650 shares; 2026Q1: 3,009 shares 3,009 $462K <0.01% -3,641 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 1,278 shares; 2025Q1: 1,108 shares; 2025Q2: 1,062 shares; 2025Q3: 1,483 shares; 2025Q4: 1,361 shares; 2026Q1: 1,514 shares 1,514 $461K <0.01% +153 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 5,064 shares; 2025Q1: 4,007 shares; 2025Q2: 4,025 shares; 2025Q3: 7,097 shares; 2025Q4: 7,151 shares; 2026Q1: 7,136 shares 7,136 $459K <0.01% -15 Timeline UJUL 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: 14,445 shares; 2024Q4: 13,643 shares; 2025Q1: 13,643 shares; 2025Q2: 13,307 shares; 2025Q3: 11,989 shares; 2025Q4: 11,989 shares; 2026Q1: 11,989 shares 11,989 $459K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 3,100 shares; 2025Q1: 2,389 shares; 2025Q2: 3,283 shares; 2025Q3: 3,692 shares; 2025Q4: 3,126 shares; 2026Q1: 2,920 shares 2,920 $454K <0.01% -206 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 306 shares; 2025Q1: 313 shares; 2025Q2: 292 shares; 2025Q3: 297 shares; 2025Q4: 290 shares; 2026Q1: 359 shares 359 $453K <0.01% +69 Timeline UJUN 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: 12,479 shares; 2024Q4: 12,479 shares; 2025Q1: 12,189 shares; 2025Q2: 12,145 shares; 2025Q3: 12,145 shares; 2025Q4: 12,139 shares; 2026Q1: 12,139 shares 12,139 $452K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 9,716 shares; 2025Q1: 82 shares; 2025Q2: 209 shares; 2025Q3: 448 shares; 2025Q4: 353 shares; 2026Q1: 1,515 shares 1,515 $452K <0.01% +1,162 Timeline QFLR 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: 10,356 shares; 2024Q4: 14,061 shares; 2025Q1: 14,301 shares; 2025Q2: 14,052 shares; 2025Q3: 13,083 shares; 2025Q4: 13,476 shares; 2026Q1: 13,476 shares 13,476 $449K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 7,974 shares; 2025Q1: 7,664 shares; 2025Q2: 7,644 shares; 2025Q3: 8,774 shares; 2025Q4: 14,804 shares; 2026Q1: 15,409 shares 15,409 $448K <0.01% +605 Timeline IAPR 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: 2,500 shares; 2024Q4: 9,994 shares; 2025Q1: 9,994 shares; 2025Q2: 21,767 shares; 2025Q3: 14,126 shares; 2025Q4: 14,683 shares; 2026Q1: 14,126 shares 14,126 $447K <0.01% -557 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 94 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 174 shares; 2025Q4: 135 shares; 2026Q1: 1,494 shares 1,494 $445K <0.01% +1,359 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,626 shares; 2024Q4: 61,970 shares; 2025Q1: 76,169 shares; 2025Q2: 82,172 shares; 2025Q3: 72,781 shares; 2025Q4: 52,040 shares; 2026Q1: 43,449 shares 43,449 $442K <0.01% -8,591 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,163 shares; 2024Q4: 44,163 shares; 2025Q1: 39,683 shares; 2025Q2: 40,130 shares; 2025Q3: 45,589 shares; 2025Q4: 34,339 shares; 2026Q1: 33,748 shares 33,748 $442K <0.01% -591 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,787 shares; 2024Q4: 30,059 shares; 2025Q1: 31,674 shares; 2025Q2: 34,466 shares; 2025Q3: 35,601 shares; 2025Q4: 34,602 shares; 2026Q1: 5,930 shares 5,930 $441K <0.01% -28,672 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,467 shares; 2025Q1: 1,491 shares; 2025Q2: 1,484 shares; 2025Q3: 1,482 shares; 2025Q4: 1,487 shares; 2026Q1: 3,027 shares 3,027 $441K <0.01% +1,540 Timeline XSOE 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: 12,789 shares; 2024Q4: 11,165 shares; 2025Q1: 10,465 shares; 2025Q2: 10,465 shares; 2025Q3: 11,003 shares; 2025Q4: 11,018 shares; 2026Q1: 11,005 shares 11,005 $441K <0.01% -13 Timeline PTF 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: 4,107 shares; 2024Q4: 4,107 shares; 2025Q1: 4,107 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 5,109 shares; 2026Q1: 5,109 shares 5,109 $441K <0.01% 0 Timeline WTAI 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: 11,310 shares; 2024Q4: 12,558 shares; 2025Q1: 13,294 shares; 2025Q2: 12,085 shares; 2025Q3: 14,666 shares; 2025Q4: 15,374 shares; 2026Q1: 15,617 shares 15,617 $441K <0.01% +243 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 10,246 shares; 2025Q1: 10,311 shares; 2025Q2: 10,312 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,447 shares 10,447 $441K <0.01% 0 Timeline AIPI 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: 11,228 shares; 2025Q1: 26,143 shares; 2025Q2: 31,511 shares; 2025Q3: 21,139 shares; 2025Q4: 12,858 shares; 2026Q1: 13,063 shares 13,063 $439K <0.01% +205 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,423 shares; 2025Q3: 6,857 shares; 2025Q4: 8,220 shares; 2026Q1: 8,220 shares 8,220 $439K <0.01% 0 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,556 shares; 2024Q4: 36,556 shares; 2025Q1: 36,556 shares; 2025Q2: 32,670 shares; 2025Q3: 32,670 shares; 2025Q4: 32,670 shares; 2026Q1: 32,670 shares 32,670 $439K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 926 shares; 2025Q1: 869 shares; 2025Q2: 900 shares; 2025Q3: 2,155 shares; 2025Q4: 2,789 shares; 2026Q1: 3,061 shares 3,061 $438K <0.01% +272 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,248 shares; 2025Q1: 3,143 shares; 2025Q2: 3,113 shares; 2025Q3: 3,063 shares; 2025Q4: 3,057 shares; 2026Q1: 2,513 shares 2,513 $436K <0.01% -544 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,411 shares; 2025Q1: 2,488 shares; 2025Q2: 2,507 shares; 2025Q3: 2,386 shares; 2025Q4: 2,357 shares; 2026Q1: 3,033 shares 3,033 $436K <0.01% +676 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 1,044 shares; 2025Q1: 813 shares; 2025Q2: 819 shares; 2025Q3: 814 shares; 2025Q4: 1,005 shares; 2026Q1: 1,085 shares 1,085 $434K <0.01% +80 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 700 shares; 2025Q1: 574 shares; 2025Q2: 850 shares; 2025Q3: 1,786 shares; 2025Q4: 2,703 shares; 2026Q1: 4,432 shares 4,432 $433K <0.01% +1,729 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,976 shares; 2025Q1: 4,976 shares; 2025Q2: 7,619 shares; 2025Q3: 4,873 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares 3,942 $431K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 3,691 shares; 2025Q1: 3,239 shares; 2025Q2: 3,247 shares; 2025Q3: 3,346 shares; 2025Q4: 3,244 shares; 2026Q1: 3,813 shares 3,813 $430K <0.01% +569 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 10,436 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 6,888 shares; 2025Q4: 15,095 shares; 2026Q1: 37,936 shares 37,936 $428K <0.01% +22,841 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,989 shares; 2025Q1: 3,992 shares; 2025Q2: 10,488 shares; 2025Q3: 11,136 shares; 2025Q4: 10,834 shares; 2026Q1: 10,912 shares 10,912 $426K <0.01% +78 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,064 shares; 2025Q1: 1,801 shares; 2025Q2: 1,986 shares; 2025Q3: 2,263 shares; 2025Q4: 2,299 shares; 2026Q1: 2,246 shares 2,246 $426K <0.01% -53 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,119 shares; 2024Q4: 23,416 shares; 2025Q1: 23,541 shares; 2025Q2: 23,650 shares; 2025Q3: 21,798 shares; 2025Q4: 21,914 shares; 2026Q1: 24,086 shares 24,086 $425K <0.01% +2,172 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 3,471 shares; 2025Q1: 3,511 shares; 2025Q2: 3,040 shares; 2025Q3: 3,108 shares; 2025Q4: 3,302 shares; 2026Q1: 3,330 shares 3,330 $424K <0.01% +28 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,653 shares; 2024Q4: 92,853 shares; 2025Q1: 92,960 shares; 2025Q2: 39,379 shares; 2025Q3: 33,768 shares; 2025Q4: 34,099 shares; 2026Q1: 34,212 shares 34,212 $422K <0.01% +113 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 5,935 shares; 2025Q1: 5,694 shares; 2025Q2: 5,599 shares; 2025Q3: 2,946 shares; 2025Q4: 2,431 shares; 2026Q1: 2,658 shares 2,658 $421K <0.01% +227 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,319 shares 11,319 $419K <0.01% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 244 shares; 2025Q2: 4,898 shares; 2025Q3: 6,947 shares; 2025Q4: 10,423 shares; 2026Q1: 7,070 shares 7,070 $419K <0.01% -3,353 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 5,392 shares; 2025Q4: 6,685 shares; 2026Q1: 8,209 shares 8,209 $419K <0.01% +1,524 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,513 shares; 2024Q4: 57,510 shares; 2025Q1: 57,556 shares; 2025Q2: 57,730 shares; 2025Q3: 57,805 shares; 2025Q4: 57,915 shares; 2026Q1: 55,550 shares 55,550 $418K <0.01% -2,365 Timeline GII 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: 4,065 shares; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares; 2025Q4: 5,445 shares; 2026Q1: 5,495 shares 5,495 $418K <0.01% +50 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 13,934 shares; 2026Q1: 13,584 shares 13,584 $416K <0.01% -350 Timeline GMAY 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: 13,135 shares; 2024Q4: 13,135 shares; 2025Q1: 12,835 shares; 2025Q2: 13,960 shares; 2025Q3: 12,560 shares; 2025Q4: 11,140 shares; 2026Q1: 10,140 shares 10,140 $416K <0.01% -1,000 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 6,159 shares; 2025Q1: 6,159 shares; 2025Q2: 8,527 shares; 2025Q3: 6,777 shares; 2025Q4: 16,478 shares; 2026Q1: 22,812 shares 22,812 $416K <0.01% +6,334 Timeline ZSEP 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: 15,574 shares; 2024Q4: 15,574 shares; 2025Q1: 15,574 shares; 2025Q2: 15,574 shares; 2025Q3: 15,574 shares; 2025Q4: 15,574 shares; 2026Q1: 15,574 shares 15,574 $416K <0.01% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,658 shares; 2025Q1: 3,576 shares; 2025Q2: 3,498 shares; 2025Q3: 3,449 shares; 2025Q4: 3,486 shares; 2026Q1: 3,524 shares 3,524 $415K <0.01% +38 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,247 shares; 2024Q4: 45,523 shares; 2025Q1: 45,744 shares; 2025Q2: 32,913 shares; 2025Q3: 42,183 shares; 2025Q4: 54,841 shares; 2026Q1: 41,252 shares 41,252 $413K <0.01% -13,589 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,634 shares; 2025Q1: 4,588 shares; 2025Q2: 4,535 shares; 2025Q3: 4,535 shares; 2025Q4: 4,537 shares; 2026Q1: 4,537 shares 4,537 $413K <0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 12,094 shares; 2025Q1: 12,060 shares; 2025Q2: 12,060 shares; 2025Q3: 12,060 shares; 2025Q4: 12,221 shares; 2026Q1: 12,221 shares 12,221 $412K <0.01% 0 Timeline YJUN 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: 16,398 shares; 2024Q4: 15,898 shares; 2025Q1: 15,348 shares; 2025Q2: 15,748 shares; 2025Q3: 15,923 shares; 2025Q4: 15,923 shares; 2026Q1: 15,923 shares 15,923 $410K <0.01% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 126,387 shares; 2025Q4: 118,406 shares; 2026Q1: 117,456 shares 117,456 $409K <0.01% -950 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,451 shares 22,451 $409K <0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 12,655 shares; 2025Q1: 8,842 shares; 2025Q2: 8,848 shares; 2025Q3: 11,936 shares; 2025Q4: 7,079 shares; 2026Q1: 6,861 shares 6,861 $409K <0.01% -218 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 20,380 shares; 2025Q1: 35,380 shares; 2025Q2: 37,990 shares; 2025Q3: 40,735 shares; 2025Q4: 33,718 shares; 2026Q1: 30,112 shares 30,112 $407K <0.01% -3,606 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,968 shares; 2025Q1: 1,711 shares; 2025Q2: 1,668 shares; 2025Q3: 969 shares; 2025Q4: 802 shares; 2026Q1: 822 shares 822 $406K <0.01% +20 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares; 2026Q1: 9,075 shares 9,075 $406K <0.01% +7,789 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,597 shares; 2025Q1: 2,697 shares; 2025Q2: 2,700 shares; 2025Q3: 3,342 shares; 2025Q4: 3,749 shares; 2026Q1: 8,444 shares 8,444 $405K <0.01% +4,695 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 13,797 shares; 2025Q1: 11,460 shares; 2025Q2: 11,078 shares; 2025Q3: 16,944 shares; 2025Q4: 15,204 shares; 2026Q1: 17,841 shares 17,841 $405K <0.01% +2,637 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 693 shares; 2025Q1: 703 shares; 2025Q2: 690 shares; 2025Q3: 785 shares; 2025Q4: 1,009 shares; 2026Q1: 1,193 shares 1,193 $404K <0.01% +184 Timeline IBDT 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: 1,978 shares; 2024Q4: 13,548 shares; 2025Q1: 14,781 shares; 2025Q2: 18,018 shares; 2025Q3: 18,436 shares; 2025Q4: 18,805 shares; 2026Q1: 15,935 shares 15,935 $404K <0.01% -2,870 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,727 shares; 2024Q4: 11,727 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 11,377 shares; 2025Q4: 11,363 shares; 2026Q1: 12,095 shares 12,095 $404K <0.01% +732 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,743 shares; 2025Q1: 12,215 shares; 2025Q2: 13,879 shares; 2025Q3: 12,804 shares; 2025Q4: 16,567 shares; 2026Q1: 9,481 shares 9,481 $402K <0.01% -7,086 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,595 shares; 2025Q1: 10,292 shares; 2025Q2: 10,189 shares; 2025Q3: 9,496 shares; 2025Q4: 10,004 shares; 2026Q1: 10,146 shares 10,146 $401K <0.01% +142 Timeline IQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,456 shares; 2025Q1: 3,756 shares; 2025Q2: 4,256 shares; 2025Q3: 4,238 shares; 2025Q4: 4,338 shares; 2026Q1: 4,530 shares 4,530 $401K <0.01% +192 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 6,180 shares; 2025Q1: 7,517 shares; 2025Q2: 6,461 shares; 2025Q3: 7,226 shares; 2025Q4: 7,338 shares; 2026Q1: 8,207 shares 8,207 $400K <0.01% +869 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 596 shares; 2025Q1: 630 shares; 2025Q2: 146 shares; 2025Q3: 10,216 shares; 2025Q4: 4,667 shares; 2026Q1: 3,946 shares 3,946 $400K <0.01% -721 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 5,414 shares; 2025Q1: 6,689 shares; 2025Q2: 6,696 shares; 2025Q3: 7,357 shares; 2025Q4: 8,255 shares; 2026Q1: 6,775 shares 6,775 $400K <0.01% -1,480 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,923 shares; 2024Q4: 32,007 shares; 2025Q1: 32,049 shares; 2025Q2: 31,823 shares; 2025Q3: 31,889 shares; 2025Q4: 32,618 shares; 2026Q1: 32,677 shares 32,677 $399K <0.01% +59 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,266 shares; 2025Q1: 6,306 shares; 2025Q2: 6,100 shares; 2025Q3: 6,882 shares; 2025Q4: 9,404 shares; 2026Q1: 17,497 shares 17,497 $398K <0.01% +8,093 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 1,118 shares; 2025Q1: 1,106 shares; 2025Q2: 1,265 shares; 2025Q3: 1,658 shares; 2025Q4: 1,674 shares; 2026Q1: 1,974 shares 1,974 $398K <0.01% +300 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,671 shares; 2024Q4: 16,185 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 715 shares; 2026Q1: 4,029 shares 4,029 $398K <0.01% +3,314 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,739 shares; 2025Q1: 4,236 shares; 2025Q2: 4,674 shares; 2025Q3: 4,545 shares; 2025Q4: 4,587 shares; 2026Q1: 4,587 shares 4,587 $396K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 2,047 shares; 2025Q1: 2,162 shares; 2025Q2: 2,158 shares; 2025Q3: 2,217 shares; 2025Q4: 2,202 shares; 2026Q1: 2,303 shares 2,303 $396K <0.01% +101 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,062 shares; 2024Q4: 31,390 shares; 2025Q1: 29,140 shares; 2025Q2: 23,567 shares; 2025Q3: 24,067 shares; 2025Q4: 24,617 shares; 2026Q1: 24,717 shares 24,717 $396K <0.01% +100 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,214 shares; 2025Q4: 964 shares; 2026Q1: 59,627 shares 59,627 $395K <0.01% +58,663 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,319 shares; 2024Q4: 37,624 shares; 2025Q1: 37,182 shares; 2025Q2: 37,720 shares; 2025Q3: 37,872 shares; 2025Q4: 33,387 shares; 2026Q1: 36,002 shares 36,002 $395K <0.01% +2,615 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,450 shares 2,450 $394K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,994 shares; 2025Q1: 2,054 shares; 2025Q2: 2,198 shares; 2025Q3: 2,069 shares; 2025Q4: 1,894 shares; 2026Q1: 1,906 shares 1,906 $393K <0.01% +12 Timeline PSR 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: 6,339 shares; 2024Q4: 5,936 shares; 2025Q1: 5,828 shares; 2025Q2: 5,884 shares; 2025Q3: 5,407 shares; 2025Q4: 4,191 shares; 2026Q1: 4,244 shares 4,244 $393K <0.01% +53 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,771 shares; 2025Q1: 4,681 shares; 2025Q2: 4,996 shares; 2025Q3: 10,918 shares; 2025Q4: 10,523 shares; 2026Q1: 13,047 shares 13,047 $393K <0.01% +2,524 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 6,517 shares; 2025Q1: 5,782 shares; 2025Q2: 4,929 shares; 2025Q3: 7,367 shares; 2025Q4: 7,386 shares; 2026Q1: 6,983 shares 6,983 $392K <0.01% -403 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,112 shares; 2024Q4: 12,250 shares; 2025Q1: 11,112 shares; 2025Q2: 10,121 shares; 2025Q3: 10,121 shares; 2025Q4: 9,706 shares; 2026Q1: 9,706 shares 9,706 $391K <0.01% 0 Timeline DGRS 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: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 7,380 shares; 2025Q4: 7,380 shares; 2026Q1: 7,380 shares 7,380 $391K <0.01% 0 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,064 shares; 2026Q1: 6,126 shares 6,126 $390K <0.01% +5,062 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 4,881 shares; 2025Q1: 6,107 shares; 2025Q2: 5,646 shares; 2025Q3: 5,239 shares; 2025Q4: 4,717 shares; 2026Q1: 4,612 shares 4,612 $390K <0.01% -105 Timeline ITM 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: 10,354 shares; 2024Q4: 10,010 shares; 2025Q1: 10,010 shares; 2025Q2: 10,010 shares; 2025Q3: 8,935 shares; 2025Q4: 8,344 shares; 2026Q1: 8,344 shares 8,344 $387K <0.01% 0 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,464 shares; 2026Q1: 7,529 shares 7,529 $386K <0.01% +5,065 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,450 shares; 2025Q1: 2,444 shares; 2025Q2: 2,485 shares; 2025Q3: 1,917 shares; 2025Q4: 1,926 shares; 2026Q1: 2,039 shares 2,039 $385K <0.01% +113 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 3,852 shares; 2025Q1: 3,075 shares; 2025Q2: 3,416 shares; 2025Q3: 4,161 shares; 2025Q4: 3,554 shares; 2026Q1: 5,113 shares 5,113 $385K <0.01% +1,559 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,063 shares; 2024Q4: 8,907 shares; 2025Q1: 7,710 shares; 2025Q2: 8,255 shares; 2025Q3: 4,349 shares; 2025Q4: 3,487 shares; 2026Q1: 2,506 shares 2,506 $384K <0.01% -981 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,018 shares; 2025Q1: 1,049 shares; 2025Q2: 1,020 shares; 2025Q3: 2,565 shares; 2025Q4: 2,586 shares; 2026Q1: 4,378 shares 4,378 $384K <0.01% +1,792 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,600 shares; 2024Q4: 57,498 shares; 2025Q1: 57,685 shares; 2025Q2: 57,348 shares; 2025Q3: 53,583 shares; 2025Q4: 54,466 shares; 2026Q1: 3,963 shares 3,963 $383K <0.01% -50,503 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,753 shares; 2024Q4: 25,853 shares; 2025Q1: 18,919 shares; 2025Q2: 20,340 shares; 2025Q3: 18,597 shares; 2025Q4: 21,997 shares; 2026Q1: 24,037 shares 24,037 $382K <0.01% +2,040 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,268 shares; 2025Q1: 1,908 shares; 2025Q2: 1,868 shares; 2025Q3: 2,128 shares; 2025Q4: 10,298 shares; 2026Q1: 5,168 shares 5,168 $382K <0.01% -5,130 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,650 shares; 2025Q1: 2,869 shares; 2025Q2: 4,119 shares; 2025Q3: 4,290 shares; 2025Q4: 4,308 shares; 2026Q1: 4,667 shares 4,667 $382K <0.01% +359 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,951 shares; 2025Q1: 1,952 shares; 2025Q2: 2,021 shares; 2025Q3: 1,757 shares; 2025Q4: 1,738 shares; 2026Q1: 1,868 shares 1,868 $381K <0.01% +130 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,930 shares; 2024Q4: 19,267 shares; 2025Q1: 18,450 shares; 2025Q2: 17,939 shares; 2025Q3: 17,796 shares; 2025Q4: 18,109 shares; 2026Q1: 18,231 shares 18,231 $381K <0.01% +122 Timeline NOVP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 12,855 shares; 2026Q1: 12,855 shares 12,855 $381K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,402 shares; 2025Q1: 6,403 shares; 2025Q2: 6,375 shares; 2025Q3: 6,177 shares; 2025Q4: 6,178 shares; 2026Q1: 6,195 shares 6,195 $381K <0.01% +17 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,253 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240 $380K <0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,331 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 2,629 shares; 2025Q4: 3,489 shares; 2026Q1: 3,424 shares 3,424 $379K <0.01% -65 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 7,774 shares; 2025Q1: 8,358 shares; 2025Q2: 32,516 shares; 2025Q3: 21,912 shares; 2025Q4: 21,706 shares; 2026Q1: 15,588 shares 15,588 $378K <0.01% -6,118 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 10,355 shares; 2025Q1: 13,646 shares; 2025Q2: 15,554 shares; 2025Q3: 15,469 shares; 2025Q4: 15,131 shares; 2026Q1: 9,020 shares 9,020 $377K <0.01% -6,111 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,363 shares; 2024Q4: 13,372 shares; 2025Q1: 13,194 shares; 2025Q2: 13,077 shares; 2025Q3: 11,671 shares; 2025Q4: 10,555 shares; 2026Q1: 9,121 shares 9,121 $376K <0.01% -1,434 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 2,190 shares; 2026Q1: 13,738 shares 13,738 $374K <0.01% +11,548 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,912 shares 5,912 $374K <0.01% new Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 3,657 shares; 2025Q4: 17,269 shares; 2026Q1: 17,729 shares 17,729 $374K <0.01% +460 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,410 shares 18,410 $373K <0.01% new Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,632 shares; 2025Q1: 5,634 shares; 2025Q2: 5,427 shares; 2025Q3: 5,213 shares; 2025Q4: 5,217 shares; 2026Q1: 5,219 shares 5,219 $373K <0.01% +2 Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,623 shares 5,623 $373K <0.01% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 964 shares; 2025Q4: 2,901 shares; 2026Q1: 2,920 shares 2,920 $372K <0.01% +19 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,014 shares; 2025Q4: 23,412 shares; 2026Q1: 18,649 shares 18,649 $369K <0.01% -4,763 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,264 shares; 2024Q4: 12,414 shares; 2025Q1: 10,174 shares; 2025Q2: 13,386 shares; 2025Q3: 12,622 shares; 2025Q4: 5,428 shares; 2026Q1: 5,838 shares 5,838 $369K <0.01% +410 Timeline OMFL 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: 20,189 shares; 2024Q4: 3,440 shares; 2025Q1: 3,421 shares; 2025Q2: 3,444 shares; 2025Q3: 3,543 shares; 2025Q4: 4,596 shares; 2026Q1: 6,132 shares 6,132 $369K <0.01% +1,536 Timeline FDT 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: 389 shares; 2024Q4: 389 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 4,220 shares 4,220 $367K <0.01% +4,082 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,017 shares; 2024Q4: 8,327 shares; 2025Q1: 119,993 shares; 2025Q2: 19,540 shares; 2025Q3: 8,548 shares; 2025Q4: 6,528 shares; 2026Q1: 6,529 shares 6,529 $367K <0.01% +1 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 733 shares; 2025Q1: 639 shares; 2025Q2: 630 shares; 2025Q3: 1,000 shares; 2025Q4: 1,408 shares; 2026Q1: 1,371 shares 1,371 $366K <0.01% -37 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,225 shares; 2025Q1: 1,159 shares; 2025Q2: 1,138 shares; 2025Q3: 1,155 shares; 2025Q4: 1,115 shares; 2026Q1: 1,131 shares 1,131 $365K <0.01% +16 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,505 shares; 2024Q4: 100,572 shares; 2025Q1: 100,079 shares; 2025Q2: 99,996 shares; 2025Q3: 110,390 shares; 2025Q4: 14,387 shares; 2026Q1: 14,089 shares 14,089 $365K <0.01% -298 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: 8,277 shares; 2025Q4: 10,251 shares; 2026Q1: 7,417 shares 7,417 $365K <0.01% -2,834 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $364K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,124 shares; 2024Q4: 8,707 shares; 2025Q1: 9,745 shares; 2025Q2: 9,831 shares; 2025Q3: 9,540 shares; 2025Q4: 9,342 shares; 2026Q1: 9,124 shares 9,124 $364K <0.01% -218 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,776 shares; 2025Q4: 7,747 shares; 2026Q1: 13,524 shares 13,524 $364K <0.01% +5,777 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,248 shares; 2025Q1: 3,297 shares; 2025Q2: 3,495 shares; 2025Q3: 3,597 shares; 2025Q4: 3,629 shares; 2026Q1: 3,536 shares 3,536 $363K <0.01% -93 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 4,118 shares; 2025Q1: 6,919 shares; 2025Q2: 9,766 shares; 2025Q3: 7,712 shares; 2025Q4: 7,266 shares; 2026Q1: 7,344 shares 7,344 $363K <0.01% +78 Timeline AGZ 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: 1,926 shares; 2024Q4: 1,907 shares; 2025Q1: 2,702 shares; 2025Q2: 3,039 shares; 2025Q3: 3,271 shares; 2025Q4: 3,299 shares; 2026Q1: 3,309 shares 3,309 $363K <0.01% +10 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,090 shares 6,090 $362K <0.01% new Timeline XMAR 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: 3,634 shares; 2024Q4: 3,451 shares; 2025Q1: 3,349 shares; 2025Q2: 3,021 shares; 2025Q3: 2,973 shares; 2025Q4: 2,637 shares; 2026Q1: 8,925 shares 8,925 $361K <0.01% +6,288 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 4,673 shares 4,673 $361K <0.01% +4,503 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,435 shares; 2025Q1: 9,273 shares; 2025Q2: 9,890 shares; 2025Q3: 14,150 shares; 2025Q4: 12,796 shares; 2026Q1: 14,505 shares 14,505 $361K <0.01% +1,709 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,441 shares; 2025Q1: 4,310 shares; 2025Q2: 4,173 shares; 2025Q3: 6,058 shares; 2025Q4: 6,010 shares; 2026Q1: 5,877 shares 5,877 $361K <0.01% -133 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,461 shares; 2025Q1: 2,801 shares; 2025Q2: 3,260 shares; 2025Q3: 6,461 shares; 2025Q4: 6,766 shares; 2026Q1: 7,705 shares 7,705 $360K <0.01% +939 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,265 shares; 2024Q4: 23,476 shares; 2025Q1: 13,713 shares; 2025Q2: 20,777 shares; 2025Q3: 15,157 shares; 2025Q4: 14,518 shares; 2026Q1: 13,552 shares 13,552 $359K <0.01% -966 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 8,730 shares; 2026Q1: 5,805 shares 5,805 $359K <0.01% -2,925 Timeline IMCB 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: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 2,145 shares; 2025Q2: 2,163 shares; 2025Q3: 1,889 shares; 2025Q4: 1,918 shares; 2026Q1: 4,300 shares 4,300 $359K <0.01% +2,382 Timeline PSCT 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: 6,246 shares; 2024Q4: 6,593 shares; 2025Q1: 6,167 shares; 2025Q2: 6,167 shares; 2025Q3: 6,086 shares; 2025Q4: 5,805 shares; 2026Q1: 5,972 shares 5,972 $359K <0.01% +167 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 12,259 shares; 2025Q1: 12,224 shares; 2025Q2: 17,478 shares; 2025Q3: 17,167 shares; 2025Q4: 15,420 shares; 2026Q1: 19,562 shares 19,562 $358K <0.01% +4,142 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 446 shares; 2025Q2: 410 shares; 2025Q3: 465 shares; 2025Q4: 10,791 shares; 2026Q1: 11,572 shares 11,572 $357K <0.01% +781 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,669 shares; 2024Q4: 12,326 shares; 2025Q1: 11,311 shares; 2025Q2: 12,310 shares; 2025Q3: 10,536 shares; 2025Q4: 8,110 shares; 2026Q1: 7,657 shares 7,657 $356K <0.01% -453 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 619 shares; 2025Q1: 1,175 shares; 2025Q2: 25,612 shares; 2025Q3: 27,648 shares; 2025Q4: 26,910 shares; 2026Q1: 6,743 shares 6,743 $356K <0.01% -20,167 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 233 shares; 2025Q1: 206 shares; 2025Q2: 226 shares; 2025Q3: 1,117 shares; 2025Q4: 1,326 shares; 2026Q1: 1,335 shares 1,335 $355K <0.01% +9 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,337 shares; 2024Q4: 29,267 shares; 2025Q1: 28,076 shares; 2025Q2: 28,318 shares; 2025Q3: 30,257 shares; 2025Q4: 25,588 shares; 2026Q1: 16,584 shares 16,584 $354K <0.01% -9,004 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,268 shares; 2025Q3: 4,245 shares; 2025Q4: 6,797 shares; 2026Q1: 7,889 shares 7,889 $353K <0.01% +1,092 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 5,082 shares; 2025Q1: 5,240 shares; 2025Q2: 5,450 shares; 2025Q3: 5,760 shares; 2025Q4: 5,742 shares; 2026Q1: 5,427 shares 5,427 $353K <0.01% -315 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 4,940 shares; 2025Q2: 4,576 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares; 2026Q1: 4,814 shares 4,814 $353K <0.01% 0 Timeline ARGT 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: 757 shares; 2024Q4: 1,040 shares; 2025Q1: 679 shares; 2025Q2: 1,091 shares; 2025Q3: 1,264 shares; 2025Q4: 3,264 shares; 2026Q1: 3,764 shares 3,764 $351K <0.01% +500 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 5,429 shares; 2025Q1: 7,331 shares; 2025Q2: 7,208 shares; 2025Q3: 5,448 shares; 2025Q4: 6,557 shares; 2026Q1: 8,002 shares 8,002 $351K <0.01% +1,445 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,123 shares; 2025Q1: 1,583 shares; 2025Q2: 4,274 shares; 2025Q3: 18,114 shares; 2025Q4: 17,697 shares; 2026Q1: 32,197 shares 32,197 $351K <0.01% +14,500 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 2,966 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 3,764 shares; 2025Q4: 4,493 shares; 2026Q1: 5,118 shares 5,118 $350K <0.01% +625 Timeline BBMC 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: 1,928 shares; 2024Q4: 2,311 shares; 2025Q1: 2,964 shares; 2025Q2: 3,207 shares; 2025Q3: 3,487 shares; 2025Q4: 3,381 shares; 2026Q1: 3,224 shares 3,224 $350K <0.01% -157 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 3,031 shares; 2025Q2: 2,819 shares; 2025Q3: 2,802 shares; 2025Q4: 2,910 shares; 2026Q1: 3,096 shares 3,096 $349K <0.01% +186 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,222 shares; 2024Q4: 33,563 shares; 2025Q1: 32,163 shares; 2025Q2: 32,029 shares; 2025Q3: 32,299 shares; 2025Q4: 30,675 shares; 2026Q1: 23,448 shares 23,448 $348K <0.01% -7,227 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,597 shares; 2025Q1: 3,485 shares; 2025Q2: 3,408 shares; 2025Q3: 3,487 shares; 2025Q4: 3,453 shares; 2026Q1: 3,399 shares 3,399 $348K <0.01% -54 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,451 shares; 2024Q4: 30,925 shares; 2025Q1: 34,917 shares; 2025Q2: 34,917 shares; 2025Q3: 36,785 shares; 2025Q4: 28,609 shares; 2026Q1: 30,728 shares 30,728 $348K <0.01% +2,119 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,432 shares; 2025Q1: 4,087 shares; 2025Q2: 2,850 shares; 2025Q3: 3,250 shares; 2025Q4: 4,533 shares; 2026Q1: 8,399 shares 8,399 $348K <0.01% +3,866 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: 22,370 shares 22,370 $347K <0.01% +17,820 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 56 shares; 2025Q1: 71 shares; 2025Q2: 1,095 shares; 2025Q3: 2,330 shares; 2025Q4: 2,709 shares; 2026Q1: 1,432 shares 1,432 $346K <0.01% -1,277 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 799 shares; 2025Q1: 789 shares; 2025Q2: 1,421 shares; 2025Q3: 1,574 shares; 2025Q4: 3,154 shares; 2026Q1: 5,184 shares 5,184 $346K <0.01% +2,030 Timeline DIHP 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: 3,147 shares; 2024Q4: 4,847 shares; 2025Q1: 8,042 shares; 2025Q2: 10,695 shares; 2025Q3: 9,695 shares; 2025Q4: 9,636 shares; 2026Q1: 10,736 shares 10,736 $346K <0.01% +1,100 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 29,748 shares; 2025Q4: 16,455 shares; 2026Q1: 21,812 shares 21,812 $345K <0.01% +5,357 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 7,375 shares; 2025Q1: 7,375 shares; 2025Q2: 7,500 shares; 2025Q3: 6,000 shares; 2025Q4: 6,500 shares; 2026Q1: 13,900 shares 13,900 $344K <0.01% +7,400 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,097 shares; 2024Q4: 32,598 shares; 2025Q1: 47,043 shares; 2025Q2: 29,043 shares; 2025Q3: 28,695 shares; 2025Q4: 28,335 shares; 2026Q1: 24,372 shares 24,372 $343K <0.01% -3,963 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 545 shares; 2025Q1: 570 shares; 2025Q2: 495 shares; 2025Q3: 1,471 shares; 2025Q4: 1,790 shares; 2026Q1: 4,564 shares 4,564 $343K <0.01% +2,774 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 16,083 shares; 2025Q1: 17,668 shares; 2025Q2: 18,114 shares; 2025Q3: 21,349 shares; 2025Q4: 20,141 shares; 2026Q1: 22,701 shares 22,701 $342K <0.01% +2,560 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,944 shares; 2025Q1: 1,655 shares; 2025Q2: 1,646 shares; 2025Q3: 1,630 shares; 2025Q4: 1,608 shares; 2026Q1: 1,674 shares 1,674 $341K <0.01% +66 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 6,417 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 3,766 shares; 2025Q4: 1,479,247 shares; 2026Q1: 49,504 shares 49,504 $341K <0.01% -1,429,743 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,632 shares; 2024Q4: 93,647 shares; 2025Q1: 101,609 shares; 2025Q2: 93,767 shares; 2025Q3: 93,779 shares; 2025Q4: 93,797 shares; 2026Q1: 93,811 shares 93,811 $341K <0.01% +14 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 603 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 1,668 shares 1,668 $340K <0.01% +949 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,586 shares; 2025Q1: 544 shares; 2025Q2: 1,129 shares; 2025Q3: 1,311 shares; 2025Q4: 1,405 shares; 2026Q1: 1,335 shares 1,335 $340K <0.01% -70 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 5,979 shares; 2025Q1: 5,101 shares; 2025Q2: 5,101 shares; 2025Q3: 7,212 shares; 2025Q4: 7,249 shares; 2026Q1: 6,831 shares 6,831 $339K <0.01% -418 Timeline UMAY 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: 14,130 shares; 2024Q4: 14,130 shares; 2025Q1: 9,194 shares; 2025Q2: 9,194 shares; 2025Q3: 9,194 shares; 2025Q4: 9,194 shares; 2026Q1: 9,194 shares 9,194 $338K <0.01% 0 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 5,294 shares; 2025Q1: 5,275 shares; 2025Q2: 2,832 shares; 2025Q3: 2,818 shares; 2025Q4: 2,820 shares; 2026Q1: 2,459 shares 2,459 $338K <0.01% -361 Timeline INDA 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: 22,475 shares; 2024Q4: 22,819 shares; 2025Q1: 22,967 shares; 2025Q2: 29,275 shares; 2025Q3: 19,037 shares; 2025Q4: 7,812 shares; 2026Q1: 7,217 shares 7,217 $338K <0.01% -595 Timeline OCTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,408 shares; 2024Q4: 17,380 shares; 2025Q1: 18,109 shares; 2025Q2: 14,685 shares; 2025Q3: 14,623 shares; 2025Q4: 14,432 shares; 2026Q1: 14,252 shares 14,252 $337K <0.01% -180 Timeline CAMX ADVISORS INNER CIRCLE FD More: the full row for ADVISORS INNER CIRCLE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 10,868 shares; 2025Q1: 10,868 shares; 2025Q2: 10,868 shares; 2025Q3: 10,868 shares; 2025Q4: 10,868 shares; 2026Q1: 10,868 shares 10,868 $337K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 4,793 shares; 2025Q1: 4,751 shares; 2025Q2: 4,719 shares; 2025Q3: 4,719 shares; 2025Q4: 5,099 shares; 2026Q1: 15,115 shares 15,115 $337K <0.01% +10,016 Timeline UDEC 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: 10,834 shares; 2024Q4: 10,264 shares; 2025Q1: 8,878 shares; 2025Q2: 9,292 shares; 2025Q3: 9,292 shares; 2025Q4: 9,292 shares; 2026Q1: 8,660 shares 8,660 $336K <0.01% -632 Timeline TDV 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: 4,712 shares; 2024Q4: 4,822 shares; 2025Q1: 4,765 shares; 2025Q2: 4,166 shares; 2025Q3: 4,093 shares; 2025Q4: 4,093 shares; 2026Q1: 3,952 shares 3,952 $335K <0.01% -141 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,524 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,320 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares 1,334 $334K <0.01% 0 Timeline EBND 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: 2,293 shares; 2024Q4: 2,663 shares; 2025Q1: 2,651 shares; 2025Q2: 3,029 shares; 2025Q3: 15,146 shares; 2025Q4: 15,325 shares; 2026Q1: 16,199 shares 16,199 $334K <0.01% +874 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,524 shares; 2025Q1: 4,556 shares; 2025Q2: 4,620 shares; 2025Q3: 7,116 shares; 2025Q4: 8,588 shares; 2026Q1: 8,237 shares 8,237 $334K <0.01% -351 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,306 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares; 2026Q1: 4,300 shares 4,300 $334K <0.01% +8 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 3,138 shares; 2025Q1: 3,220 shares; 2025Q2: 2,945 shares; 2025Q3: 3,263 shares; 2025Q4: 3,063 shares; 2026Q1: 2,732 shares 2,732 $334K <0.01% -331 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,040 shares; 2024Q4: 46,040 shares; 2025Q1: 46,040 shares; 2025Q2: 44,551 shares; 2025Q3: 44,551 shares; 2025Q4: 44,551 shares; 2026Q1: 44,551 shares 44,551 $332K <0.01% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 7,703 shares; 2025Q1: 7,703 shares; 2025Q2: 7,703 shares; 2025Q3: 1,459,109 shares; 2025Q4: 7,703 shares; 2026Q1: 7,703 shares 7,703 $332K <0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 5,750 shares; 2025Q1: 12,078 shares; 2025Q2: 6,663 shares; 2025Q3: 7,651 shares; 2025Q4: 7,153 shares; 2026Q1: 7,482 shares 7,482 $332K <0.01% +329 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 238 shares; 2026Q1: 7,408 shares 7,408 $332K <0.01% +7,170 Timeline OUSA 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: 7,170 shares; 2024Q4: 7,170 shares; 2025Q1: 7,170 shares; 2025Q2: 7,170 shares; 2025Q3: 6,110 shares; 2025Q4: 5,960 shares; 2026Q1: 5,960 shares 5,960 $332K <0.01% 0 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,957 shares; 2025Q1: 17,678 shares; 2025Q2: 14,865 shares; 2025Q3: 14,113 shares; 2025Q4: 13,301 shares; 2026Q1: 8,473 shares 8,473 $331K <0.01% -4,828 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,935 shares; 2025Q1: 2,940 shares; 2025Q2: 2,109 shares; 2025Q3: 2,181 shares; 2025Q4: 2,108 shares; 2026Q1: 2,061 shares 2,061 $330K <0.01% -47 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 5,343 shares; 2025Q1: 5,343 shares; 2025Q2: 5,343 shares; 2025Q3: 5,343 shares; 2025Q4: 5,487 shares; 2026Q1: 6,019 shares 6,019 $329K <0.01% +532 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,719 shares; 2025Q1: 4,174 shares; 2025Q2: 4,431 shares; 2025Q3: 4,195 shares; 2025Q4: 4,049 shares; 2026Q1: 4,436 shares 4,436 $328K <0.01% +387 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 11,378 shares; 2025Q1: 21,758 shares; 2025Q2: 18,729 shares; 2025Q3: 12,214 shares; 2025Q4: 10,293 shares; 2026Q1: 8,365 shares 8,365 $327K <0.01% -1,928 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,138 shares; 2024Q4: 3,660 shares; 2025Q1: 1,551 shares; 2025Q2: 1,336 shares; 2025Q3: 1,447 shares; 2025Q4: 1,584 shares; 2026Q1: 2,704 shares 2,704 $327K <0.01% +1,120 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,212 shares; 2025Q3: 5,243 shares; 2025Q4: 5,335 shares; 2026Q1: 5,487 shares 5,487 $327K <0.01% +152 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 4,431 shares; 2025Q1: 7,662 shares; 2025Q2: 6,728 shares; 2025Q3: 6,769 shares; 2025Q4: 6,892 shares; 2026Q1: 6,810 shares 6,810 $327K <0.01% -82 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,386 shares; 2024Q4: 27,449 shares; 2025Q1: 27,511 shares; 2025Q2: 27,576 shares; 2025Q3: 27,641 shares; 2025Q4: 26,542 shares; 2026Q1: 26,593 shares 26,593 $327K <0.01% +51 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,160 shares; 2024Q4: 15,731 shares; 2025Q1: 13,523 shares; 2025Q2: 13,318 shares; 2025Q3: 13,217 shares; 2025Q4: 13,478 shares; 2026Q1: 14,345 shares 14,345 $326K <0.01% +867 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 1,874 shares; 2025Q1: 2,123 shares; 2025Q2: 2,117 shares; 2025Q3: 2,167 shares; 2025Q4: 2,117 shares; 2026Q1: 2,117 shares 2,117 $326K <0.01% 0 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,169 shares; 2025Q1: 10,419 shares; 2025Q2: 11,495 shares; 2025Q3: 11,415 shares; 2025Q4: 10,991 shares; 2026Q1: 11,051 shares 11,051 $326K <0.01% +60 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,320 shares; 2025Q1: 4,652 shares; 2025Q2: 4,866 shares; 2025Q3: 4,855 shares; 2025Q4: 5,499 shares; 2026Q1: 5,710 shares 5,710 $326K <0.01% +211 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,954 shares; 2024Q4: 31,881 shares; 2025Q1: 34,896 shares; 2025Q2: 35,291 shares; 2025Q3: 35,910 shares; 2025Q4: 34,497 shares; 2026Q1: 28,799 shares 28,799 $324K <0.01% -5,698 Timeline FNDB 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: 1,156 shares; 2024Q4: 3,468 shares; 2025Q1: 3,468 shares; 2025Q2: 7,125 shares; 2025Q3: 10,528 shares; 2025Q4: 11,876 shares; 2026Q1: 11,876 shares 11,876 $323K <0.01% 0 Timeline DTCX DATACENTREX INC More: the full row for DATACENTREX 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: 150,000 shares; 2026Q1: 150,000 shares 150,000 $322K <0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,142 shares; 2024Q4: 23,792 shares; 2025Q1: 23,557 shares; 2025Q2: 23,657 shares; 2025Q3: 22,436 shares; 2025Q4: 15,053 shares; 2026Q1: 15,053 shares 15,053 $322K <0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,055 shares; 2024Q4: 31,055 shares; 2025Q1: 31,055 shares; 2025Q2: 33,955 shares; 2025Q3: 30,973 shares; 2025Q4: 30,973 shares; 2026Q1: 29,373 shares 29,373 $322K <0.01% -1,600 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,385 shares; 2025Q3: 5,485 shares; 2025Q4: 4,585 shares; 2026Q1: 7,595 shares 7,595 $322K <0.01% +3,010 Timeline EPI 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: 16,877 shares; 2024Q4: 17,918 shares; 2025Q1: 14,822 shares; 2025Q2: 16,983 shares; 2025Q3: 8,736 shares; 2025Q4: 9,287 shares; 2026Q1: 7,836 shares 7,836 $320K <0.01% -1,451 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,884 shares; 2025Q1: 5,925 shares; 2025Q2: 5,932 shares; 2025Q3: 6,073 shares; 2025Q4: 5,956 shares; 2026Q1: 5,963 shares 5,963 $319K <0.01% +7 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 959 shares; 2025Q1: 1,144 shares; 2025Q2: 1,415 shares; 2025Q3: 2,827 shares; 2025Q4: 3,640 shares; 2026Q1: 4,057 shares 4,057 $318K <0.01% +417 Timeline SCHY 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: 6,861 shares; 2024Q4: 7,020 shares; 2025Q1: 6,544 shares; 2025Q2: 6,544 shares; 2025Q3: 6,603 shares; 2025Q4: 6,674 shares; 2026Q1: 10,055 shares 10,055 $318K <0.01% +3,381 Timeline XDQQ 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: 12,494 shares; 2024Q4: 11,485 shares; 2025Q1: 10,485 shares; 2025Q2: 9,986 shares; 2025Q3: 9,361 shares; 2025Q4: 8,600 shares; 2026Q1: 8,583 shares 8,583 $318K <0.01% -17 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,174 shares 11,174 $317K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,568 shares; 2025Q1: 1,922 shares; 2025Q2: 1,961 shares; 2025Q3: 1,983 shares; 2025Q4: 1,170 shares; 2026Q1: 1,298 shares 1,298 $317K <0.01% +128 Timeline BSEP 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: 118,535 shares; 2024Q4: 115,813 shares; 2025Q1: 8,844 shares; 2025Q2: 8,894 shares; 2025Q3: 8,115 shares; 2025Q4: 6,549 shares; 2026Q1: 6,580 shares 6,580 $316K <0.01% +31 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 5,450 shares; 2025Q1: 4,695 shares; 2025Q2: 3,700 shares; 2025Q3: 10,567 shares; 2025Q4: 10,945 shares; 2026Q1: 19,255 shares 19,255 $316K <0.01% +8,310 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 11,805 shares; 2025Q1: 12,555 shares; 2025Q2: 12,555 shares; 2025Q3: 12,580 shares; 2025Q4: 12,330 shares; 2026Q1: 12,330 shares 12,330 $316K <0.01% 0 Timeline MLRG 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: 3,685 shares; 2024Q4: 4,018 shares; 2025Q1: 3,425 shares; 2025Q2: 3,782 shares; 2025Q3: 3,845 shares; 2025Q4: 3,773 shares; 2026Q1: 3,508 shares 3,508 $315K <0.01% -265 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,438 shares; 2025Q1: 4,123 shares; 2025Q2: 3,731 shares; 2025Q3: 4,376 shares; 2025Q4: 3,532 shares; 2026Q1: 3,821 shares 3,821 $315K <0.01% +289 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,680 shares; 2025Q1: 1,681 shares; 2025Q2: 21,460 shares; 2025Q3: 29,829 shares; 2025Q4: 25,418 shares; 2026Q1: 22,101 shares 22,101 $315K <0.01% -3,317 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,646 shares; 2025Q4: 4,646 shares; 2026Q1: 4,760 shares 4,760 $314K <0.01% +114 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 587 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 16,833 shares 16,833 $314K <0.01% +16,633 Timeline BNOV 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: 3,290 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,393 shares; 2025Q3: 5,275 shares; 2025Q4: 7,070 shares; 2026Q1: 7,274 shares 7,274 $313K <0.01% +204 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,303 shares; 2025Q1: 2,759 shares; 2025Q2: 2,671 shares; 2025Q3: 3,693 shares; 2025Q4: 2,780 shares; 2026Q1: 2,665 shares 2,665 $312K <0.01% -115 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 9,966 shares; 2025Q1: 9,661 shares; 2025Q2: 13,577 shares; 2025Q3: 10,449 shares; 2025Q4: 10,449 shares; 2026Q1: 10,449 shares 10,449 $312K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 464 shares; 2025Q1: 471 shares; 2025Q2: 1,071 shares; 2025Q3: 1,270 shares; 2025Q4: 1,224 shares; 2026Q1: 919 shares 919 $311K <0.01% -305 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 987 shares; 2025Q2: 2,995 shares; 2025Q3: 2,653 shares; 2025Q4: 2,631 shares; 2026Q1: 2,631 shares 2,631 $311K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 2,171 shares; 2025Q1: 4,871 shares; 2025Q2: 7,452 shares; 2025Q3: 8,373 shares; 2025Q4: 4,228 shares; 2026Q1: 4,371 shares 4,371 $311K <0.01% +143 Timeline FIDU 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: 160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,810 shares; 2025Q4: 2,814 shares; 2026Q1: 3,574 shares 3,574 $309K <0.01% +760 Timeline VSGX 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: 8,214 shares; 2024Q4: 5,069 shares; 2025Q1: 3,414 shares; 2025Q2: 3,423 shares; 2025Q3: 3,425 shares; 2025Q4: 3,429 shares; 2026Q1: 4,298 shares 4,298 $308K <0.01% +869 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 1,182 shares; 2025Q1: 2,113 shares; 2025Q2: 2,072 shares; 2025Q3: 2,583 shares; 2025Q4: 2,359 shares; 2026Q1: 2,496 shares 2,496 $308K <0.01% +137 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,810 shares; 2024Q4: 61,971 shares; 2025Q1: 126,313 shares; 2025Q2: 248,766 shares; 2025Q3: 249,352 shares; 2025Q4: 62,877 shares; 2026Q1: 62,937 shares 62,937 $307K <0.01% +60 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 3,991 shares; 2025Q2: 3,991 shares; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares; 2026Q1: 3,491 shares 3,491 $306K <0.01% -300 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,365 shares; 2024Q4: 29,311 shares; 2025Q1: 14,179 shares; 2025Q2: 5,508 shares; 2025Q3: 71,152 shares; 2025Q4: 66,621 shares; 2026Q1: 66,472 shares 66,472 $306K <0.01% -149 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 4,061 shares; 2026Q1: 4,181 shares 4,181 $305K <0.01% +120 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,532 shares; 2025Q1: 1,538 shares; 2025Q2: 1,570 shares; 2025Q3: 900 shares; 2025Q4: 2,922 shares; 2026Q1: 4,866 shares 4,866 $304K <0.01% +1,944 Timeline KBWB 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: 627 shares; 2024Q4: 588 shares; 2025Q1: 10,121 shares; 2025Q2: 10,085 shares; 2025Q3: 2,183 shares; 2025Q4: 3,788 shares; 2026Q1: 3,817 shares 3,817 $302K <0.01% +29 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 766 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 911 shares; 2025Q4: 931 shares; 2026Q1: 1,037 shares 1,037 $300K <0.01% +106 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,127 shares; 2025Q3: 1,526 shares; 2025Q4: 1,447 shares; 2026Q1: 1,429 shares 1,429 $300K <0.01% -18 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 850 shares; 2025Q2: 750 shares; 2025Q3: 1,126 shares; 2025Q4: 1,111 shares; 2026Q1: 2,217 shares 2,217 $299K <0.01% +1,106 Timeline CLOA 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: 1,265 shares; 2025Q2: 2,240 shares; 2025Q3: 2,370 shares; 2025Q4: 3,509 shares; 2026Q1: 5,755 shares 5,755 $298K <0.01% +2,246 Timeline BAB 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 7,391 shares; 2025Q4: 11,190 shares; 2026Q1: 11,057 shares 11,057 $298K <0.01% -133 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 12,475 shares 12,475 $296K <0.01% +10,475 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,729 shares 13,729 $296K <0.01% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,034 shares; 2025Q1: 3,544 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,079 shares; 2026Q1: 3,622 shares 3,622 $296K <0.01% +543 Timeline FXL 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: 3,017 shares; 2024Q4: 2,670 shares; 2025Q1: 2,193 shares; 2025Q2: 2,082 shares; 2025Q3: 2,066 shares; 2025Q4: 2,002 shares; 2026Q1: 1,850 shares 1,850 $294K <0.01% -152 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,870 shares; 2024Q4: 23,258 shares; 2025Q1: 20,697 shares; 2025Q2: 19,461 shares; 2025Q3: 19,132 shares; 2025Q4: 18,950 shares; 2026Q1: 18,622 shares 18,622 $293K <0.01% -328 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 8,034 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares; 2025Q4: 8,034 shares; 2026Q1: 8,034 shares 8,034 $290K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 8,814 shares; 2025Q1: 8,684 shares; 2025Q2: 8,895 shares; 2025Q3: 8,122 shares; 2025Q4: 8,963 shares; 2026Q1: 8,723 shares 8,723 $290K <0.01% -240 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,393 shares; 2025Q1: 4,139 shares; 2025Q2: 6,683 shares; 2025Q3: 6,078 shares; 2025Q4: 5,411 shares; 2026Q1: 5,310 shares 5,310 $289K <0.01% -101 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,800 shares; 2025Q1: 1,801 shares; 2025Q2: 1,812 shares; 2025Q3: 2,068 shares; 2025Q4: 2,059 shares; 2026Q1: 2,061 shares 2,061 $286K <0.01% +2 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,330 shares; 2024Q4: 21,614 shares; 2025Q1: 16,635 shares; 2025Q2: 15,764 shares; 2025Q3: 14,012 shares; 2025Q4: 15,167 shares; 2026Q1: 27,209 shares 27,209 $286K <0.01% +12,042 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 1,550 shares; 2025Q2: 1,768 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 6,428 shares 6,428 $286K <0.01% +4,960 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 5,000 shares 5,000 $285K <0.01% -3,000 Timeline DFAI 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: 3,289 shares; 2024Q4: 3,272 shares; 2025Q1: 3,327 shares; 2025Q2: 3,652 shares; 2025Q3: 7,239 shares; 2025Q4: 7,314 shares; 2026Q1: 7,314 shares 7,314 $285K <0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,443 shares; 2024Q4: 12,064 shares; 2025Q1: 15,081 shares; 2025Q2: 11,572 shares; 2025Q3: 11,245 shares; 2025Q4: 11,622 shares; 2026Q1: 11,598 shares 11,598 $285K <0.01% -24 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,585 shares; 2025Q1: 1,369 shares; 2025Q2: 1,380 shares; 2025Q3: 1,762 shares; 2025Q4: 1,815 shares; 2026Q1: 1,579 shares 1,579 $284K <0.01% -236 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 10,630 shares; 2025Q1: 10,630 shares; 2025Q2: 10,630 shares; 2025Q3: 10,630 shares; 2025Q4: 10,630 shares; 2026Q1: 10,630 shares 10,630 $284K <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,906 shares; 2024Q4: 196,846 shares; 2025Q1: 44,617 shares; 2025Q2: 51,571 shares; 2025Q3: 54,202 shares; 2025Q4: 63,072 shares; 2026Q1: 33,317 shares 33,317 $284K <0.01% -29,755 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: not reported; 2025Q1: 99,900 shares; 2025Q2: 99,900 shares; 2025Q3: 99,900 shares; 2025Q4: 99,900 shares; 2026Q1: 99,900 shares 99,900 $284K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,873 shares; 2025Q1: 4,073 shares; 2025Q2: 3,032 shares; 2025Q3: 3,013 shares; 2025Q4: 3,122 shares; 2026Q1: 3,450 shares 3,450 $283K <0.01% +328 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 3,895 shares; 2025Q1: 145,654 shares; 2025Q2: 80,656 shares; 2025Q3: 83,908 shares; 2025Q4: 4,736 shares; 2026Q1: 4,410 shares 4,410 $282K <0.01% -326 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 4,015 shares; 2025Q1: 3,433 shares; 2025Q2: 3,083 shares; 2025Q3: 2,831 shares; 2025Q4: 2,367 shares; 2026Q1: 2,358 shares 2,358 $282K <0.01% -9 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 461 shares; 2025Q1: 150 shares; 2025Q2: 117 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 5,904 shares 5,904 $282K <0.01% +5,377 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 4,921 shares; 2025Q1: 4,639 shares; 2025Q2: 7,183 shares; 2025Q3: 6,841 shares; 2025Q4: 5,810 shares; 2026Q1: 5,810 shares 5,810 $282K <0.01% 0 Timeline FNDE 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: 630 shares; 2024Q4: 1,188 shares; 2025Q1: 1,215 shares; 2025Q2: 4,281 shares; 2025Q3: 6,724 shares; 2025Q4: 7,376 shares; 2026Q1: 7,350 shares 7,350 $281K <0.01% -26 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854 shares; 2025Q4: 37,246 shares; 2026Q1: 37,246 shares 37,246 $281K <0.01% 0 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,839 shares; 2024Q4: 7,739 shares; 2025Q1: 7,739 shares; 2025Q2: 7,639 shares; 2025Q3: 7,629 shares; 2025Q4: 6,339 shares; 2026Q1: 5,723 shares 5,723 $281K <0.01% -616 Timeline KGLD KURV ETF TR More: the full row for KURV 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: 2,903 shares; 2026Q1: 8,594 shares 8,594 $280K <0.01% +5,691 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 681 shares; 2025Q1: 840 shares; 2025Q2: 970 shares; 2025Q3: 1,174 shares; 2025Q4: 874 shares; 2026Q1: 2,075 shares 2,075 $279K <0.01% +1,201 Timeline PWZ 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: 10,250 shares; 2024Q4: 10,407 shares; 2025Q1: 10,407 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 11,650 shares 11,650 $278K <0.01% +1,400 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 346 shares; 2025Q1: 470 shares; 2025Q2: 294 shares; 2025Q3: 249 shares; 2025Q4: 4,154 shares; 2026Q1: 4,206 shares 4,206 $277K <0.01% +52 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,562 shares; 2024Q4: 56,975 shares; 2025Q1: 55,746 shares; 2025Q2: 48,624 shares; 2025Q3: 43,605 shares; 2025Q4: 37,421 shares; 2026Q1: 35,919 shares 35,919 $277K <0.01% -1,502 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 7,273 shares; 2025Q1: 7,273 shares; 2025Q2: 7,273 shares; 2025Q3: 7,273 shares; 2025Q4: 7,073 shares; 2026Q1: 6,973 shares 6,973 $276K <0.01% -100 Timeline AUGP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 9,026 shares; 2025Q4: 9,026 shares; 2026Q1: 9,026 shares 9,026 $276K <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,060 shares; 2024Q4: 25,398 shares; 2025Q1: 4,647 shares; 2025Q2: 4,347 shares; 2025Q3: 5,364 shares; 2025Q4: 4,152 shares; 2026Q1: 3,634 shares 3,634 $275K <0.01% -518 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME 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: 55,835 shares; 2025Q4: 55,835 shares; 2026Q1: 50,855 shares 50,855 $274K <0.01% -4,980 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,776 shares; 2024Q4: 35,792 shares; 2025Q1: 48,045 shares; 2025Q2: 232,859 shares; 2025Q3: 222,979 shares; 2025Q4: 218,587 shares; 2026Q1: 28,885 shares 28,885 $274K <0.01% -189,702 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 758 shares; 2025Q1: 718 shares; 2025Q2: 690 shares; 2025Q3: 801 shares; 2025Q4: 774 shares; 2026Q1: 779 shares 779 $274K <0.01% +5 Timeline IAUI 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: 4,805 shares 4,805 $273K <0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 3,074 shares; 2025Q1: 1,090 shares; 2025Q2: 1,221 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 3,639 shares 3,639 $273K <0.01% +2,570 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 11,368 shares; 2026Q1: 11,368 shares 11,368 $273K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,647 shares; 2025Q4: 21,373 shares; 2026Q1: 30,116 shares 30,116 $272K <0.01% +8,743 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 2,733 shares; 2025Q1: 2,912 shares; 2025Q2: 2,738 shares; 2025Q3: 2,812 shares; 2025Q4: 2,705 shares; 2026Q1: 2,945 shares 2,945 $272K <0.01% +240 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,765 shares; 2024Q4: 24,799 shares; 2025Q1: 24,579 shares; 2025Q2: 24,614 shares; 2025Q3: 24,952 shares; 2025Q4: 24,497 shares; 2026Q1: 24,541 shares 24,541 $271K <0.01% +44 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 4,906 shares; 2025Q1: 5,353 shares; 2025Q2: 3,146 shares; 2025Q3: 3,740 shares; 2025Q4: 3,992 shares; 2026Q1: 2,661 shares 2,661 $271K <0.01% -1,331 Timeline GAUG 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: 1,410 shares; 2024Q4: 4,337 shares; 2025Q1: 4,337 shares; 2025Q2: 4,337 shares; 2025Q3: 8,722 shares; 2025Q4: 7,297 shares; 2026Q1: 6,997 shares 6,997 $271K <0.01% -300 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,100 shares; 2025Q4: 23,648 shares; 2026Q1: 10,598 shares 10,598 $270K <0.01% -13,050 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,610 shares; 2025Q1: 2,944 shares; 2025Q2: 3,307 shares; 2025Q3: 4,171 shares; 2025Q4: 4,790 shares; 2026Q1: 4,130 shares 4,130 $269K <0.01% -660 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 4,107 shares; 2025Q3: 9,836 shares; 2025Q4: 15,813 shares; 2026Q1: 8,524 shares 8,524 $269K <0.01% -7,289 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,772 shares; 2024Q4: 20,999 shares; 2025Q1: 20,424 shares; 2025Q2: 19,553 shares; 2025Q3: 19,129 shares; 2025Q4: 15,428 shares; 2026Q1: 13,872 shares 13,872 $269K <0.01% -1,556 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 2,365 shares; 2025Q1: not reported; 2025Q2: 4,957 shares; 2025Q3: 6,494 shares; 2025Q4: 6,509 shares; 2026Q1: 7,986 shares 7,986 $269K <0.01% +1,477 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX 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: not reported; 2025Q3: not reported; 2025Q4: 9,703 shares; 2026Q1: 6,022 shares 6,022 $269K <0.01% -3,681 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,769 shares; 2025Q1: 2,680 shares; 2025Q2: 2,700 shares; 2025Q3: 2,859 shares; 2025Q4: 2,656 shares; 2026Q1: 2,859 shares 2,859 $268K <0.01% +203 Timeline ZALT 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: 4,368 shares; 2024Q4: 7,254 shares; 2025Q1: 7,254 shares; 2025Q2: 7,424 shares; 2025Q3: 7,578 shares; 2025Q4: 8,047 shares; 2026Q1: 8,230 shares 8,230 $267K <0.01% +183 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 247 shares; 2025Q1: 366 shares; 2025Q2: 372 shares; 2025Q3: 244 shares; 2025Q4: 237 shares; 2026Q1: 250 shares 250 $267K <0.01% +13 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 1,960 shares; 2025Q1: 1,467 shares; 2025Q2: 3,212 shares; 2025Q3: 3,177 shares; 2025Q4: 3,155 shares; 2026Q1: 3,263 shares 3,263 $266K <0.01% +108 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 10,410 shares; 2025Q1: 10,371 shares; 2025Q2: 10,371 shares; 2025Q3: 10,158 shares; 2025Q4: 9,995 shares; 2026Q1: 9,995 shares 9,995 $266K <0.01% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 20,843 shares; 2025Q1: 21,110 shares; 2025Q2: 22,588 shares; 2025Q3: 22,835 shares; 2025Q4: 23,732 shares; 2026Q1: 23,515 shares 23,515 $266K <0.01% -217 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 906 shares 906 $265K <0.01% -52 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,473 shares; 2024Q4: 9,510 shares; 2025Q1: 9,406 shares; 2025Q2: 8,923 shares; 2025Q3: 7,244 shares; 2025Q4: 5,483 shares; 2026Q1: 5,587 shares 5,587 $265K <0.01% +104 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,632 shares; 2025Q1: 3,632 shares; 2025Q2: 3,635 shares; 2025Q3: 3,626 shares; 2025Q4: 3,626 shares; 2026Q1: 3,626 shares 3,626 $264K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,433 shares; 2025Q1: 2,482 shares; 2025Q2: 8,360 shares; 2025Q3: 8,090 shares; 2025Q4: 7,937 shares; 2026Q1: 2,474 shares 2,474 $264K <0.01% -5,463 Timeline VNM 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: 791 shares; 2025Q3: 776 shares; 2025Q4: 255 shares; 2026Q1: 15,255 shares 15,255 $264K <0.01% +15,000 Timeline IBIF 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: 786 shares; 2025Q1: 786 shares; 2025Q2: 2,587 shares; 2025Q3: 4,493 shares; 2025Q4: 9,802 shares; 2026Q1: 10,059 shares 10,059 $264K <0.01% +257 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 17 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 3,342 shares; 2025Q4: 2,747 shares; 2026Q1: 5,385 shares 5,385 $264K <0.01% +2,638 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 8,573 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,729 shares 1,729 $263K <0.01% +15 Timeline TOUS 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: 9,048 shares; 2025Q3: 17,767 shares; 2025Q4: 21,189 shares; 2026Q1: 7,598 shares 7,598 $262K <0.01% -13,591 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,300 shares; 2025Q4: 2,600 shares; 2026Q1: 5,200 shares 5,200 $262K <0.01% +2,600 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 13,590 shares; 2025Q1: 13,718 shares; 2025Q2: 14,158 shares; 2025Q3: 27,058 shares; 2025Q4: 26,283 shares; 2026Q1: 19,035 shares 19,035 $262K <0.01% -7,248 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 2,310 shares; 2025Q1: 2,693 shares; 2025Q2: 1,492 shares; 2025Q3: 1,509 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares 1,209 $262K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,331 shares; 2025Q1: 7,500 shares; 2025Q2: 7,631 shares; 2025Q3: 9,638 shares; 2025Q4: 10,906 shares; 2026Q1: 5,640 shares 5,640 $262K <0.01% -5,266 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,799 shares; 2025Q2: 5,859 shares; 2025Q3: 5,920 shares; 2025Q4: 5,994 shares; 2026Q1: 5,226 shares 5,226 $261K <0.01% -768 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 3,788 shares; 2025Q4: 4,150 shares; 2026Q1: 4,399 shares 4,399 $261K <0.01% +249 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 6,658 shares; 2025Q1: 7,684 shares; 2025Q2: 10,894 shares; 2025Q3: 11,491 shares; 2025Q4: 10,981 shares; 2026Q1: 11,318 shares 11,318 $261K <0.01% +337 Timeline ZOCT 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: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,382 shares; 2025Q3: 9,722 shares; 2025Q4: 9,722 shares; 2026Q1: 9,722 shares 9,722 $260K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,427 shares; 2025Q1: 3,567 shares; 2025Q2: 3,453 shares; 2025Q3: 4,007 shares; 2025Q4: 5,477 shares; 2026Q1: 5,304 shares 5,304 $260K <0.01% -173 Timeline GSUS 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: 2,894 shares; 2024Q4: 2,894 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,894 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares 2,894 $259K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,046 shares; 2024Q4: 45,074 shares; 2025Q1: 45,397 shares; 2025Q2: 47,003 shares; 2025Q3: 48,656 shares; 2025Q4: 50,589 shares; 2026Q1: 7,617 shares 7,617 $259K <0.01% -42,972 Timeline FCAL 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: 5,100 shares; 2024Q4: 5,368 shares; 2025Q1: 5,368 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,300 shares 5,300 $259K <0.01% +200 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,633 shares; 2024Q4: 22,333 shares; 2025Q1: 19,266 shares; 2025Q2: 19,502 shares; 2025Q3: 10,861 shares; 2025Q4: 14,325 shares; 2026Q1: 14,086 shares 14,086 $259K <0.01% -239 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 6,939 shares; 2025Q1: 6,939 shares; 2025Q2: 6,939 shares; 2025Q3: 6,939 shares; 2025Q4: 7,106 shares; 2026Q1: 7,106 shares 7,106 $259K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,340 shares; 2025Q1: 1,355 shares; 2025Q2: 1,239 shares; 2025Q3: 1,383 shares; 2025Q4: 1,425 shares; 2026Q1: 1,496 shares 1,496 $258K <0.01% +71 Timeline BSJQ 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: 77,120 shares; 2024Q4: 83,418 shares; 2025Q1: 71,046 shares; 2025Q2: 15,684 shares; 2025Q3: 31,737 shares; 2025Q4: 31,052 shares; 2026Q1: 11,121 shares 11,121 $258K <0.01% -19,931 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 7,000 shares; 2025Q3: 8,500 shares; 2025Q4: 9,042 shares; 2026Q1: 26,793 shares 26,793 $257K <0.01% +17,751 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,249 shares; 2025Q1: 2,541 shares; 2025Q2: 4,684 shares; 2025Q3: 4,685 shares; 2025Q4: 4,687 shares; 2026Q1: 4,688 shares 4,688 $257K <0.01% +1 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,970 shares; 2025Q4: 29,901 shares; 2026Q1: 25,766 shares 25,766 $257K <0.01% -4,135 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 9,774 shares; 2025Q1: 8,948 shares; 2025Q2: 7,923 shares; 2025Q3: 7,725 shares; 2025Q4: 6,646 shares; 2026Q1: 6,265 shares 6,265 $256K <0.01% -381 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 15,031 shares; 2025Q1: 18,243 shares; 2025Q2: 18,474 shares; 2025Q3: 18,635 shares; 2025Q4: 17,597 shares; 2026Q1: 19,755 shares 19,755 $256K <0.01% +2,158 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,520 shares; 2024Q4: 21,147 shares; 2025Q1: 16,414 shares; 2025Q2: 12,326 shares; 2025Q3: 13,539 shares; 2025Q4: 15,077 shares; 2026Q1: 15,023 shares 15,023 $255K <0.01% -54 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,317 shares; 2025Q2: 3,967 shares; 2025Q3: 9,928 shares; 2025Q4: 10,284 shares; 2026Q1: 10,434 shares 10,434 $255K <0.01% +150 Timeline DWAS 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: 4,379 shares; 2024Q4: 4,379 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares 2,579 $254K <0.01% 0 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,355 shares; 2025Q1: 4,454 shares; 2025Q2: 4,269 shares; 2025Q3: 4,292 shares; 2025Q4: 4,293 shares; 2026Q1: 4,294 shares 4,294 $254K <0.01% +1 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 1,793 shares; 2025Q1: 127,373 shares; 2025Q2: 5,175 shares; 2025Q3: 3,067 shares; 2025Q4: 2,610 shares; 2026Q1: 3,132 shares 3,132 $253K <0.01% +522 Timeline DFCF 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: 88,908 shares; 2024Q4: 84,656 shares; 2025Q1: 26,316 shares; 2025Q2: 6,323 shares; 2025Q3: 5,973 shares; 2025Q4: 5,973 shares; 2026Q1: 5,973 shares 5,973 $252K <0.01% 0 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,568 shares; 2024Q4: 9,568 shares; 2025Q1: 9,568 shares; 2025Q2: 9,568 shares; 2025Q3: 18,578 shares; 2025Q4: 18,578 shares; 2026Q1: 22,242 shares 22,242 $252K <0.01% +3,664 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,240 shares 13,240 $250K <0.01% new Timeline JANH 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: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 1,091 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,435 shares 10,435 $250K <0.01% new Timeline TCAF 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: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,210 shares; 2025Q2: 3,653 shares; 2025Q3: 3,992 shares; 2025Q4: 7,533 shares; 2026Q1: 7,009 shares 7,009 $249K <0.01% -524 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,514 shares; 2025Q1: 6,118 shares; 2025Q2: 5,825 shares; 2025Q3: 4,927 shares; 2025Q4: 4,985 shares; 2026Q1: 4,725 shares 4,725 $249K <0.01% -260 Timeline EWC 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: 1,126 shares; 2024Q4: 8,293 shares; 2025Q1: 7,395 shares; 2025Q2: 4,881 shares; 2025Q3: 4,586 shares; 2025Q4: 15,376 shares; 2026Q1: 4,538 shares 4,538 $249K <0.01% -10,838 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 786 shares; 2025Q1: 355 shares; 2025Q2: 981 shares; 2025Q3: 990 shares; 2025Q4: 1,168 shares; 2026Q1: 1,374 shares 1,374 $248K <0.01% +206 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 335 shares; 2025Q3: 891 shares; 2025Q4: 943 shares; 2026Q1: 771 shares 771 $248K <0.01% -172 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,600 shares; 2025Q3: 2,780 shares; 2025Q4: 3,030 shares; 2026Q1: 2,766 shares 2,766 $247K <0.01% -264 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 7,452 shares; 2025Q1: 6,663 shares; 2025Q2: 5,071 shares; 2025Q3: 4,997 shares; 2025Q4: 4,663 shares; 2026Q1: 6,660 shares 6,660 $246K <0.01% +1,997 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 13,530 shares; 2025Q1: 16,678 shares; 2025Q2: 13,143 shares; 2025Q3: 10,803 shares; 2025Q4: 9,525 shares; 2026Q1: 9,981 shares 9,981 $246K <0.01% +456 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,116 shares; 2025Q2: 301,951 shares; 2025Q3: 309,277 shares; 2025Q4: 265,734 shares; 2026Q1: 191,850 shares 191,850 $246K <0.01% -73,884 Timeline EJUL 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: 4,300 shares; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,947 shares; 2025Q3: 20,903 shares; 2025Q4: 20,646 shares; 2026Q1: 8,208 shares 8,208 $245K <0.01% -12,438 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 150 shares; 2025Q1: 166 shares; 2025Q2: 181 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 212 shares 212 $245K <0.01% +5 LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,304 shares; 2024Q4: 23,441 shares; 2025Q1: 23,231 shares; 2025Q2: 24,181 shares; 2025Q3: 25,238 shares; 2025Q4: 25,765 shares; 2026Q1: 35,180 shares 35,180 $244K <0.01% +9,415 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 4,665 shares 4,665 $244K <0.01% +4,165 Timeline CHPS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,610 shares 4,610 $244K <0.01% new Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,831 shares; 2024Q4: 10,940 shares; 2025Q1: 10,923 shares; 2025Q2: 10,972 shares; 2025Q3: 11,445 shares; 2025Q4: 11,937 shares; 2026Q1: 18,270 shares 18,270 $244K <0.01% +6,333 Timeline WSBK WINCHESTER BANCORP INC More: the full row for WINCHESTER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 10,750 shares; 2025Q4: 19,127 shares; 2026Q1: 19,127 shares 19,127 $243K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,721 shares; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 11,723 shares; 2025Q3: 11,819 shares; 2025Q4: 11,723 shares; 2026Q1: 11,723 shares 11,723 $243K <0.01% 0 Timeline IWX 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: 73 shares; 2025Q2: 73 shares; 2025Q3: 968 shares; 2025Q4: 1,863 shares; 2026Q1: 2,618 shares 2,618 $243K <0.01% +755 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,175 shares; 2025Q1: 3,022 shares; 2025Q2: 3,331 shares; 2025Q3: 2,746 shares; 2025Q4: 2,522 shares; 2026Q1: 5,859 shares 5,859 $242K <0.01% +3,337 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 2,105 shares; 2025Q1: 6,003 shares; 2025Q2: 5,282 shares; 2025Q3: 5,248 shares; 2025Q4: 5,377 shares; 2026Q1: 6,202 shares 6,202 $242K <0.01% +825 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 1,588 shares; 2025Q1: 1,081 shares; 2025Q2: 505 shares; 2025Q3: 506 shares; 2025Q4: 433 shares; 2026Q1: 2,868 shares 2,868 $240K <0.01% +2,435 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 2,337 shares; 2025Q4: 4,037 shares; 2026Q1: 12,987 shares 12,987 $240K <0.01% +8,950 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 2,203 shares; 2025Q1: 1,164 shares; 2025Q2: 1,091 shares; 2025Q3: 1,729 shares; 2025Q4: 1,645 shares; 2026Q1: 1,741 shares 1,741 $239K <0.01% +96 Timeline PBAU PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 8,053 shares; 2025Q4: 8,053 shares; 2026Q1: 8,053 shares 8,053 $239K <0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 4,693 shares; 2025Q2: 650 shares; 2025Q3: 19,227 shares; 2025Q4: 16,335 shares; 2026Q1: 14,835 shares 14,835 $236K <0.01% -1,500 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,351 shares; 2026Q1: 6,351 shares 6,351 $235K <0.01% 0 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 15,000 shares; 2025Q2: 16,200 shares; 2025Q3: 16,606 shares; 2025Q4: 16,606 shares; 2026Q1: 25,000 shares 25,000 $234K <0.01% +8,394 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,504 shares; 2025Q1: 3,372 shares; 2025Q2: 2,911 shares; 2025Q3: 1,424 shares; 2025Q4: 1,318 shares; 2026Q1: 1,926 shares 1,926 $234K <0.01% +608 Timeline DISV 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 216 shares; 2025Q2: 200 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 5,933 shares 5,933 $234K <0.01% +5,551 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,021 shares; 2025Q3: 16,021 shares; 2025Q4: 18,959 shares; 2026Q1: 18,959 shares 18,959 $234K <0.01% 0 Timeline IVOO 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: 615 shares; 2024Q4: 615 shares; 2025Q1: 1,112 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares 2,041 $233K <0.01% 0 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,831 shares; 2024Q4: 46,706 shares; 2025Q1: 58,230 shares; 2025Q2: 54,294 shares; 2025Q3: 13,999 shares; 2025Q4: 14,687 shares; 2026Q1: 16,244 shares 16,244 $233K <0.01% +1,557 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 841 shares; 2026Q1: 911 shares 911 $232K <0.01% +70 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312 $232K <0.01% 0 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 10,251 shares; 2025Q1: 10,562 shares; 2025Q2: 9,713 shares; 2025Q3: 7,839 shares; 2025Q4: 4,774 shares; 2026Q1: 4,566 shares 4,566 $231K <0.01% -208 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 8,202 shares 8,202 $231K <0.01% +7,252 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 4,718 shares; 2025Q1: 6,860 shares; 2025Q2: 5,771 shares; 2025Q3: 4,985 shares; 2025Q4: 4,216 shares; 2026Q1: 3,682 shares 3,682 $230K <0.01% -534 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 978 shares; 2025Q1: 953 shares; 2025Q2: 949 shares; 2025Q3: 955 shares; 2025Q4: 954 shares; 2026Q1: 923 shares 923 $229K <0.01% -31 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 8,871 shares; 2025Q1: 8,088 shares; 2025Q2: 6,159 shares; 2025Q3: 5,834 shares; 2025Q4: 8,424 shares; 2026Q1: 13,621 shares 13,621 $229K <0.01% +5,197 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,896 shares; 2025Q1: 1,046 shares; 2025Q2: 404 shares; 2025Q3: 854 shares; 2025Q4: 5,081 shares; 2026Q1: 10,512 shares 10,512 $228K <0.01% +5,431 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 12,462 shares; 2025Q1: 15,912 shares; 2025Q2: 11,454 shares; 2025Q3: 7,467 shares; 2025Q4: 8,115 shares; 2026Q1: 6,295 shares 6,295 $228K <0.01% -1,820 Timeline IWL 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: 1,327 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,393 shares; 2025Q4: 1,314 shares; 2026Q1: 1,418 shares 1,418 $228K <0.01% +104 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 4,306 shares; 2025Q1: 3,634 shares; 2025Q2: 3,372 shares; 2025Q3: 3,004 shares; 2025Q4: 2,892 shares; 2026Q1: 2,573 shares 2,573 $227K <0.01% -319 Timeline EOCT 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: 7,766 shares; 2025Q1: 7,766 shares; 2025Q2: 7,826 shares; 2025Q3: 7,119 shares; 2025Q4: 7,119 shares; 2026Q1: 7,119 shares 7,119 $227K <0.01% 0 Timeline BSMT 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: 14,948 shares; 2024Q4: 15,379 shares; 2025Q1: 6,024 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 3,362 shares; 2026Q1: 9,857 shares 9,857 $227K <0.01% +6,495 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 11,888 shares; 2025Q1: 10,750 shares; 2025Q2: 11,878 shares; 2025Q3: 7,851 shares; 2025Q4: 7,813 shares; 2026Q1: 7,804 shares 7,804 $227K <0.01% -9 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 2,770 shares; 2026Q1: 2,445 shares 2,445 $227K <0.01% -325 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 6,639 shares; 2025Q4: 6,639 shares; 2026Q1: 6,644 shares 6,644 $227K <0.01% +5 Timeline ACKY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 13,000 shares 13,000 $226K <0.01% +8,400 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 972 shares; 2025Q1: 765 shares; 2025Q2: 751 shares; 2025Q3: 957 shares; 2025Q4: 992 shares; 2026Q1: 1,117 shares 1,117 $226K <0.01% +125 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,283 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 4,222 shares; 2025Q4: 3,842 shares; 2026Q1: 3,845 shares 3,845 $225K <0.01% +3 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 3,377 shares; 2026Q1: 4,825 shares 4,825 $224K <0.01% +1,448 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,864 shares; 2024Q4: 14,118 shares; 2025Q1: 14,789 shares; 2025Q2: 11,630 shares; 2025Q3: 23,494 shares; 2025Q4: 24,023 shares; 2026Q1: 32,557 shares 32,557 $224K <0.01% +8,534 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 447 shares; 2025Q3: 822 shares; 2025Q4: 1,074 shares; 2026Q1: 1,058 shares 1,058 $223K <0.01% -16 Timeline LGLV 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: 1,803 shares; 2024Q4: 1,880 shares; 2025Q1: 1,551 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,447 shares; 2026Q1: 1,247 shares 1,247 $222K <0.01% -200 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 5,953 shares; 2025Q1: 12,723 shares; 2025Q2: 12,781 shares; 2025Q3: 12,664 shares; 2025Q4: 8,824 shares; 2026Q1: 8,225 shares 8,225 $222K <0.01% -599 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,700 shares; 2025Q3: 15,405 shares; 2025Q4: 18,105 shares; 2026Q1: 18,605 shares 18,605 $222K <0.01% +500 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 25,436 shares; 2025Q1: 25,436 shares; 2025Q2: 15,336 shares; 2025Q3: 14,336 shares; 2025Q4: 13,836 shares; 2026Q1: 19,086 shares 19,086 $221K <0.01% +5,250 Timeline NJAN 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: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,376 shares; 2025Q2: 5,498 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares; 2026Q1: 4,148 shares 4,148 $221K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,220 shares; 2025Q1: 3,035 shares; 2025Q2: 3,015 shares; 2025Q3: 2,973 shares; 2025Q4: 2,977 shares; 2026Q1: 3,180 shares 3,180 $221K <0.01% +203 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 8,733 shares; 2025Q1: 8,593 shares; 2025Q2: 8,494 shares; 2025Q3: 8,394 shares; 2025Q4: 8,905 shares; 2026Q1: 8,954 shares 8,954 $221K <0.01% +49 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,912 shares; 2025Q1: 8,806 shares; 2025Q2: 9,056 shares; 2025Q3: 10,070 shares; 2025Q4: 9,056 shares; 2026Q1: 9,056 shares 9,056 $220K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 54 shares; 2025Q4: 1,175 shares; 2026Q1: 2,289 shares 2,289 $218K <0.01% +1,114 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 3,676 shares; 2025Q1: 1,204 shares; 2025Q2: 1,161 shares; 2025Q3: 1,191 shares; 2025Q4: 985 shares; 2026Q1: 873 shares 873 $218K <0.01% -112 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,629 shares; 2025Q1: 1,606 shares; 2025Q2: 1,531 shares; 2025Q3: 2,524 shares; 2025Q4: 2,654 shares; 2026Q1: 4,412 shares 4,412 $218K <0.01% +1,758 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,201 shares; 2025Q1: 1,745 shares; 2025Q2: 1,783 shares; 2025Q3: 1,790 shares; 2025Q4: 1,815 shares; 2026Q1: 2,218 shares 2,218 $217K <0.01% +403 Timeline ARKG 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: 14,676 shares; 2024Q4: 11,719 shares; 2025Q1: 10,998 shares; 2025Q2: 11,028 shares; 2025Q3: 9,684 shares; 2025Q4: 8,776 shares; 2026Q1: 8,199 shares 8,199 $217K <0.01% -577 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,199 shares; 2025Q1: 1,114 shares; 2025Q2: 1,044 shares; 2025Q3: 1,031 shares; 2025Q4: 1,026 shares; 2026Q1: 1,022 shares 1,022 $217K <0.01% -4 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,300 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 3,229 shares 3,229 $216K <0.01% +900 Timeline NOCT 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: 3,794 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares; 2025Q4: 4,075 shares; 2026Q1: 3,834 shares 3,834 $216K <0.01% -241 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 16,251 shares; 2025Q1: 3,773 shares; 2025Q2: 3,554 shares; 2025Q3: 3,868 shares; 2025Q4: 3,928 shares; 2026Q1: 5,107 shares 5,107 $216K <0.01% +1,179 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 699 shares; 2025Q3: 722 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $215K <0.01% 0 Timeline ZDEK 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: 8,346 shares; 2025Q1: 9,188 shares; 2025Q2: 9,188 shares; 2025Q3: 9,188 shares; 2025Q4: 8,398 shares; 2026Q1: 8,398 shares 8,398 $215K <0.01% 0 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,387 shares 9,387 $215K <0.01% new Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,599 shares 10,599 $215K <0.01% new Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,477 shares; 2024Q4: 36,062 shares; 2025Q1: 36,171 shares; 2025Q2: 41,540 shares; 2025Q3: 37,382 shares; 2025Q4: 38,006 shares; 2026Q1: 37,644 shares 37,644 $215K <0.01% -362 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 2,253 shares; 2025Q1: 707 shares; 2025Q2: 3,131 shares; 2025Q3: 3,683 shares; 2025Q4: 3,906 shares; 2026Q1: 1,562 shares 1,562 $214K <0.01% -2,344 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000 $214K <0.01% new Timeline IBDU 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: 5,981 shares; 2024Q4: 4,260 shares; 2025Q1: 2,856 shares; 2025Q2: 11,193 shares; 2025Q3: 11,449 shares; 2025Q4: 11,108 shares; 2026Q1: 9,194 shares 9,194 $214K <0.01% -1,914 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 580 shares; 2025Q1: 844 shares; 2025Q2: 1,987 shares; 2025Q3: 467 shares; 2025Q4: 5,250 shares; 2026Q1: 2,163 shares 2,163 $214K <0.01% -3,087 Timeline EEMA 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: 14 shares; 2024Q4: 1,882 shares; 2025Q1: 1,549 shares; 2025Q2: 1,248 shares; 2025Q3: 2,039 shares; 2025Q4: 2,290 shares; 2026Q1: 2,231 shares 2,231 $214K <0.01% -59 Timeline XPOF XPONENTIAL FITNESS INC More: the full row for XPONENTIAL FITNESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,785 shares; 2024Q4: 26,700 shares; 2025Q1: 27,929 shares; 2025Q2: 33,447 shares; 2025Q3: 36,578 shares; 2025Q4: 33,548 shares; 2026Q1: 35,469 shares 35,469 $214K <0.01% +1,921 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 4,153 shares; 2025Q1: 3,051 shares; 2025Q2: 2,181 shares; 2025Q3: 1,843 shares; 2025Q4: 1,503 shares; 2026Q1: 1,486 shares 1,486 $213K <0.01% -17 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 7,137 shares; 2025Q1: 6,540 shares; 2025Q2: 4,694 shares; 2025Q3: 3,837 shares; 2025Q4: 4,161 shares; 2026Q1: 4,602 shares 4,602 $212K <0.01% +441 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 357 shares; 2025Q1: 339 shares; 2025Q2: 244 shares; 2025Q3: 910 shares; 2025Q4: 917 shares; 2026Q1: 1,060 shares 1,060 $212K <0.01% +143 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,053 shares; 2025Q1: 1,996 shares; 2025Q2: 2,069 shares; 2025Q3: 2,146 shares; 2025Q4: 1,731 shares; 2026Q1: 2,497 shares 2,497 $212K <0.01% +766 Timeline VGLT 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: 60,842 shares; 2024Q4: 67,029 shares; 2025Q1: 66,482 shares; 2025Q2: 75,787 shares; 2025Q3: 68,616 shares; 2025Q4: 68,261 shares; 2026Q1: 3,823 shares 3,823 $212K <0.01% -64,438 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,582 shares; 2025Q1: 2,482 shares; 2025Q2: 3,709 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares; 2026Q1: 2,482 shares 2,482 $211K <0.01% 0 Timeline EALT 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: 5,342 shares; 2024Q4: 5,800 shares; 2025Q1: 7,258 shares; 2025Q2: 6,258 shares; 2025Q3: 7,204 shares; 2025Q4: 12,532 shares; 2026Q1: 6,258 shares 6,258 $210K <0.01% -6,274 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 11,542 shares; 2025Q1: 11,542 shares; 2025Q2: 11,524 shares; 2025Q3: 11,495 shares; 2025Q4: 11,495 shares; 2026Q1: 11,495 shares 11,495 $210K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 597 shares; 2025Q1: 636 shares; 2025Q2: 577 shares; 2025Q3: 982 shares; 2025Q4: 922 shares; 2026Q1: 1,505 shares 1,505 $210K <0.01% +583 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 3,221 shares; 2025Q1: 2,297 shares; 2025Q2: 2,289 shares; 2025Q3: 2,275 shares; 2025Q4: 1,659 shares; 2026Q1: 1,733 shares 1,733 $210K <0.01% +74 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 5,089 shares; 2025Q3: 87,482 shares; 2025Q4: 87,857 shares; 2026Q1: 56,409 shares 56,409 $209K <0.01% -31,448 Timeline GRPM 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: 1,473 shares; 2025Q3: 1,523 shares; 2025Q4: 1,518 shares; 2026Q1: 1,770 shares 1,770 $209K <0.01% +252 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 300 shares; 2026Q1: 13,790 shares 13,790 $209K <0.01% +13,490 Timeline