IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 423,651 shares; 2025Q3: 483,066 shares; 2025Q4: 517,966 shares; 2026Q1: 578,297 shares 578,297 $28.9M 0.03% +60,331 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,211 shares; 2024Q4: 283,585 shares; 2025Q1: 278,562 shares; 2025Q2: 212,417 shares; 2025Q3: 237,315 shares; 2025Q4: 242,014 shares; 2026Q1: 255,940 shares 255,940 $28.8M 0.03% +13,926 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,832 shares; 2025Q2: 19,585 shares; 2025Q3: 192,176 shares; 2025Q4: 267,595 shares; 2026Q1: 768,272 shares 768,272 $28.6M 0.03% +500,677 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,239 shares; 2024Q4: 172,817 shares; 2025Q1: 407,615 shares; 2025Q2: 451,044 shares; 2025Q3: 525,711 shares; 2025Q4: 587,934 shares; 2026Q1: 790,074 shares 790,074 $28.4M 0.03% +202,140 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,063 shares; 2024Q4: 177,615 shares; 2025Q1: 214,168 shares; 2025Q2: 232,309 shares; 2025Q3: 373,210 shares; 2025Q4: 425,260 shares; 2026Q1: 394,384 shares 394,384 $28.3M 0.03% -30,876 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,173 shares; 2024Q4: 733,345 shares; 2025Q1: 740,762 shares; 2025Q2: 750,505 shares; 2025Q3: 760,697 shares; 2025Q4: 742,522 shares; 2026Q1: 737,511 shares 737,511 $28.2M 0.03% -5,011 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,905 shares; 2024Q4: 49,448 shares; 2025Q1: 97,344 shares; 2025Q2: 124,028 shares; 2025Q3: 211,427 shares; 2025Q4: 281,283 shares; 2026Q1: 350,186 shares 350,186 $28M 0.03% +68,903 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470,674 shares; 2025Q3: 444,381 shares; 2025Q4: 634,838 shares; 2026Q1: 684,905 shares 684,905 $27.9M 0.03% +50,067 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,280 shares; 2024Q4: 47,225 shares; 2025Q1: 233,205 shares; 2025Q2: 263,510 shares; 2025Q3: 434,265 shares; 2025Q4: 424,907 shares; 2026Q1: 437,084 shares 437,084 $27.9M 0.03% +12,177 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,044 shares; 2024Q4: 254,760 shares; 2025Q1: 257,115 shares; 2025Q2: 263,838 shares; 2025Q3: 296,570 shares; 2025Q4: 312,001 shares; 2026Q1: 297,840 shares 297,840 $27.9M 0.03% -14,161 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,803 shares; 2024Q4: 249,275 shares; 2025Q1: 274,566 shares; 2025Q2: 269,777 shares; 2025Q3: 251,181 shares; 2025Q4: 239,774 shares; 2026Q1: 204,953 shares 204,953 $27.7M 0.03% -34,821 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,723 shares; 2024Q4: 227,751 shares; 2025Q1: 223,779 shares; 2025Q2: 166,603 shares; 2025Q3: 119,387 shares; 2025Q4: 105,707 shares; 2026Q1: 110,354 shares 110,354 $27.7M 0.03% +4,647 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639,813 shares; 2024Q4: 753,582 shares; 2025Q1: 674,840 shares; 2025Q2: 660,742 shares; 2025Q3: 608,787 shares; 2025Q4: 603,345 shares; 2026Q1: 507,322 shares 507,322 $27.5M 0.03% -96,023 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,994 shares; 2024Q4: 224,509 shares; 2025Q1: 213,708 shares; 2025Q2: 261,569 shares; 2025Q3: 261,287 shares; 2025Q4: 254,068 shares; 2026Q1: 257,249 shares 257,249 $27.3M 0.03% +3,181 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: 273,314 shares; 2024Q4: 301,447 shares; 2025Q1: 315,105 shares; 2025Q2: 324,596 shares; 2025Q3: 317,518 shares; 2025Q4: 322,420 shares; 2026Q1: 332,776 shares 332,776 $27.3M 0.03% +10,356 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 247,324 shares; 2025Q3: 605,080 shares; 2025Q4: 889,748 shares; 2026Q1: 926,659 shares 926,659 $27.2M 0.03% +36,911 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,359 shares; 2024Q4: 78,100 shares; 2025Q1: 77,568 shares; 2025Q2: 77,102 shares; 2025Q3: 71,643 shares; 2025Q4: 62,627 shares; 2026Q1: 61,117 shares 61,117 $27.2M 0.02% -1,510 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,705 shares; 2024Q4: 267,964 shares; 2025Q1: 251,470 shares; 2025Q2: 243,558 shares; 2025Q3: 281,619 shares; 2025Q4: 247,196 shares; 2026Q1: 242,468 shares 242,468 $27M 0.02% -4,728 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,451 shares; 2024Q4: 82,392 shares; 2025Q1: 78,339 shares; 2025Q2: 75,826 shares; 2025Q3: 80,766 shares; 2025Q4: 86,232 shares; 2026Q1: 101,221 shares 101,221 $27M 0.02% +14,989 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,674 shares; 2024Q4: 181,742 shares; 2025Q1: 232,569 shares; 2025Q2: 648,156 shares; 2025Q3: 692,616 shares; 2025Q4: 520,821 shares; 2026Q1: 530,427 shares 530,427 $27M 0.02% +9,606 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,886 shares; 2024Q4: 116,384 shares; 2025Q1: 123,052 shares; 2025Q2: 130,347 shares; 2025Q3: 125,122 shares; 2025Q4: 125,454 shares; 2026Q1: 115,196 shares 115,196 $27M 0.02% -10,258 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,804 shares; 2024Q4: 221,849 shares; 2025Q1: 154,850 shares; 2025Q2: 134,418 shares; 2025Q3: 140,201 shares; 2025Q4: 154,728 shares; 2026Q1: 156,796 shares 156,796 $26.8M 0.02% +2,068 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,501 shares; 2024Q4: 213,452 shares; 2025Q1: 239,052 shares; 2025Q2: 249,290 shares; 2025Q3: 221,921 shares; 2025Q4: 212,510 shares; 2026Q1: 149,321 shares 149,321 $26.8M 0.02% -63,189 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,825 shares; 2024Q4: 187,844 shares; 2025Q1: 257,373 shares; 2025Q2: 381,109 shares; 2025Q3: 427,727 shares; 2025Q4: 425,930 shares; 2026Q1: 528,435 shares 528,435 $26.8M 0.02% +102,505 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,184 shares; 2024Q4: 291,643 shares; 2025Q1: 303,437 shares; 2025Q2: 335,301 shares; 2025Q3: 343,519 shares; 2025Q4: 346,434 shares; 2026Q1: 409,335 shares 409,335 $26.6M 0.02% +62,901 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,121 shares; 2024Q4: 46,001 shares; 2025Q1: 47,820 shares; 2025Q2: 50,897 shares; 2025Q3: 50,280 shares; 2025Q4: 47,629 shares; 2026Q1: 45,177 shares 45,177 $26.6M 0.02% -2,452 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,707 shares; 2024Q4: 139,836 shares; 2025Q1: 133,938 shares; 2025Q2: 112,874 shares; 2025Q3: 102,890 shares; 2025Q4: 155,420 shares; 2026Q1: 157,318 shares 157,318 $26.6M 0.02% +1,898 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,315 shares; 2024Q4: 303,174 shares; 2025Q1: 286,445 shares; 2025Q2: 206,300 shares; 2025Q3: 233,963 shares; 2025Q4: 254,366 shares; 2026Q1: 236,253 shares 236,253 $26.5M 0.02% -18,113 Timeline PICK 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: 43,892 shares; 2024Q4: 87,394 shares; 2025Q1: 30,705 shares; 2025Q2: 25,620 shares; 2025Q3: 25,909 shares; 2025Q4: 25,248 shares; 2026Q1: 467,918 shares 467,918 $26.5M 0.02% +442,670 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,075 shares; 2024Q4: 178,328 shares; 2025Q1: 181,583 shares; 2025Q2: 154,318 shares; 2025Q3: 125,920 shares; 2025Q4: 122,749 shares; 2026Q1: 139,514 shares 139,514 $26.4M 0.02% +16,765 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,993 shares; 2024Q4: 174,366 shares; 2025Q1: 163,871 shares; 2025Q2: 117,591 shares; 2025Q3: 114,759 shares; 2025Q4: 145,367 shares; 2026Q1: 154,592 shares 154,592 $26.4M 0.02% +9,225 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: 683,514 shares; 2024Q4: 709,674 shares; 2025Q1: 758,840 shares; 2025Q2: 799,940 shares; 2025Q3: 881,415 shares; 2025Q4: 957,793 shares; 2026Q1: 1,036,818 shares 1,036,818 $26.3M 0.02% +79,025 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,785 shares; 2024Q4: 316,569 shares; 2025Q1: 313,359 shares; 2025Q2: 315,127 shares; 2025Q3: 321,717 shares; 2025Q4: 329,149 shares; 2026Q1: 342,787 shares 342,787 $26.2M 0.02% +13,638 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,932 shares; 2024Q4: 295,980 shares; 2025Q1: 304,543 shares; 2025Q2: 305,469 shares; 2025Q3: 339,178 shares; 2025Q4: 339,436 shares; 2026Q1: 370,979 shares 370,979 $26.2M 0.02% +31,543 Timeline AFLG 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: 377,566 shares; 2025Q2: 370,173 shares; 2025Q3: 368,573 shares; 2025Q4: 368,714 shares; 2026Q1: 676,357 shares 676,357 $26.1M 0.02% +307,643 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,961 shares; 2024Q4: 269,834 shares; 2025Q1: 205,172 shares; 2025Q2: 215,236 shares; 2025Q3: 218,137 shares; 2025Q4: 227,234 shares; 2026Q1: 255,348 shares 255,348 $26.1M 0.02% +28,114 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,923 shares; 2024Q4: 80,509 shares; 2025Q1: 89,099 shares; 2025Q2: 82,524 shares; 2025Q3: 85,361 shares; 2025Q4: 82,789 shares; 2026Q1: 79,644 shares 79,644 $26M 0.02% -3,145 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889,525 shares; 2024Q4: 889,358 shares; 2025Q1: 892,268 shares; 2025Q2: 1,017,572 shares; 2025Q3: 1,023,863 shares; 2025Q4: 1,023,857 shares; 2026Q1: 907,334 shares 907,334 $26M 0.02% -116,523 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: 258,600 shares; 2024Q4: 244,369 shares; 2025Q1: 301,839 shares; 2025Q2: 330,425 shares; 2025Q3: 319,284 shares; 2025Q4: 357,953 shares; 2026Q1: 306,450 shares 306,450 $25.9M 0.02% -51,503 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,111 shares; 2024Q4: 478,920 shares; 2025Q1: 443,552 shares; 2025Q2: 390,283 shares; 2025Q3: 359,641 shares; 2025Q4: 421,650 shares; 2026Q1: 395,719 shares 395,719 $25.9M 0.02% -25,931 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,572 shares; 2024Q4: 295,284 shares; 2025Q1: 330,185 shares; 2025Q2: 336,967 shares; 2025Q3: 390,203 shares; 2025Q4: 354,581 shares; 2026Q1: 570,108 shares 570,108 $25.8M 0.02% +215,527 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: 37,308 shares; 2024Q4: 215,186 shares; 2025Q1: 381,478 shares; 2025Q2: 865,491 shares; 2025Q3: 656,323 shares; 2025Q4: 640,568 shares; 2026Q1: 1,274,251 shares 1,274,251 $25.8M 0.02% +633,683 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,219 shares; 2024Q4: 119,311 shares; 2025Q1: 151,653 shares; 2025Q2: 152,199 shares; 2025Q3: 148,039 shares; 2025Q4: 145,611 shares; 2026Q1: 151,814 shares 151,814 $25.7M 0.02% +6,203 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 24,316 shares; 2025Q1: 128,061 shares; 2025Q2: 437,512 shares; 2025Q3: 500,657 shares; 2025Q4: 537,259 shares; 2026Q1: 555,971 shares 555,971 $25.6M 0.02% +18,712 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891,002 shares; 2024Q4: 835,803 shares; 2025Q1: 762,314 shares; 2025Q2: 716,413 shares; 2025Q3: 666,275 shares; 2025Q4: 800,648 shares; 2026Q1: 623,406 shares 623,406 $25.6M 0.02% -177,242 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,926 shares; 2024Q4: 362,485 shares; 2025Q1: 386,071 shares; 2025Q2: 413,042 shares; 2025Q3: 471,237 shares; 2025Q4: 440,507 shares; 2026Q1: 422,656 shares 422,656 $25.5M 0.02% -17,851 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,502 shares; 2024Q4: 18,558 shares; 2025Q1: 18,510 shares; 2025Q2: 18,323 shares; 2025Q3: 18,066 shares; 2025Q4: 17,821 shares; 2026Q1: 193,748 shares 193,748 $25.4M 0.02% +175,927 Timeline DFAU 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: 584,573 shares; 2024Q4: 585,493 shares; 2025Q1: 586,977 shares; 2025Q2: 583,460 shares; 2025Q3: 581,952 shares; 2025Q4: 546,671 shares; 2026Q1: 562,616 shares 562,616 $25.4M 0.02% +15,945 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,752 shares; 2024Q4: 83,058 shares; 2025Q1: 83,951 shares; 2025Q2: 80,587 shares; 2025Q3: 68,636 shares; 2025Q4: 113,526 shares; 2026Q1: 133,316 shares 133,316 $25.3M 0.02% +19,790 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,123 shares; 2024Q4: 85,194 shares; 2025Q1: 107,278 shares; 2025Q2: 104,182 shares; 2025Q3: 100,043 shares; 2025Q4: 99,531 shares; 2026Q1: 95,169 shares 95,169 $25.3M 0.02% -4,362 Timeline PTLC 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: 325,563 shares; 2024Q4: 351,787 shares; 2025Q1: 369,788 shares; 2025Q2: 420,409 shares; 2025Q3: 419,455 shares; 2025Q4: 465,838 shares; 2026Q1: 479,993 shares 479,993 $25.2M 0.02% +14,155 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,465 shares; 2025Q2: 41,700 shares; 2025Q3: 783,238 shares; 2025Q4: 937,867 shares; 2026Q1: 838,352 shares 838,352 $25M 0.02% -99,515 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588,886 shares; 2024Q4: 624,290 shares; 2025Q1: 575,675 shares; 2025Q2: 406,024 shares; 2025Q3: 415,870 shares; 2025Q4: 337,980 shares; 2026Q1: 335,421 shares 335,421 $25M 0.02% -2,559 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951,289 shares; 2024Q4: 933,829 shares; 2025Q1: 663,661 shares; 2025Q2: 539,574 shares; 2025Q3: 526,350 shares; 2025Q4: 539,212 shares; 2026Q1: 571,263 shares 571,263 $24.9M 0.02% +32,051 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: 594,507 shares; 2024Q4: 608,944 shares; 2025Q1: 129,819 shares; 2025Q2: 127,066 shares; 2025Q3: 118,269 shares; 2025Q4: 108,253 shares; 2026Q1: 93,060 shares 93,060 $24.8M 0.02% -15,193 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,111 shares; 2024Q4: 698,714 shares; 2025Q1: 759,758 shares; 2025Q2: 912,441 shares; 2025Q3: 1,016,800 shares; 2025Q4: 1,113,008 shares; 2026Q1: 1,017,461 shares 1,017,461 $24.7M 0.02% -95,547 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: 36,039 shares; 2024Q4: 47,050 shares; 2025Q1: 53,957 shares; 2025Q2: 81,230 shares; 2025Q3: 102,153 shares; 2025Q4: 115,809 shares; 2026Q1: 119,448 shares 119,448 $24.6M 0.02% +3,639 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,657 shares; 2024Q4: 381,427 shares; 2025Q1: 357,412 shares; 2025Q2: 286,418 shares; 2025Q3: 371,753 shares; 2025Q4: 279,207 shares; 2026Q1: 265,025 shares 265,025 $24.5M 0.02% -14,182 Timeline VT 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: 121,288 shares; 2024Q4: 140,298 shares; 2025Q1: 127,535 shares; 2025Q2: 180,348 shares; 2025Q3: 183,009 shares; 2025Q4: 170,823 shares; 2026Q1: 176,898 shares 176,898 $24.5M 0.02% +6,075 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,387 shares; 2024Q4: 169,580 shares; 2025Q1: 181,486 shares; 2025Q2: 195,629 shares; 2025Q3: 205,165 shares; 2025Q4: 215,672 shares; 2026Q1: 258,202 shares 258,202 $24.3M 0.02% +42,530 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,810 shares; 2024Q4: 48,361 shares; 2025Q1: 43,133 shares; 2025Q2: 39,461 shares; 2025Q3: 33,844 shares; 2025Q4: 35,649 shares; 2026Q1: 32,899 shares 32,899 $24.3M 0.02% -2,750 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,322 shares; 2024Q4: 114,216 shares; 2025Q1: 128,856 shares; 2025Q2: 133,696 shares; 2025Q3: 104,918 shares; 2025Q4: 96,809 shares; 2026Q1: 98,562 shares 98,562 $24.1M 0.02% +1,753 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,828 shares; 2024Q4: 672,058 shares; 2025Q1: 898,082 shares; 2025Q2: 742,502 shares; 2025Q3: 767,248 shares; 2025Q4: 843,748 shares; 2026Q1: 1,272,430 shares 1,272,430 $24.1M 0.02% +428,682 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,310 shares; 2024Q4: 153,407 shares; 2025Q1: 105,790 shares; 2025Q2: 72,136 shares; 2025Q3: 163,336 shares; 2025Q4: 154,748 shares; 2026Q1: 204,004 shares 204,004 $24.1M 0.02% +49,256 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,454 shares; 2024Q4: 45,825 shares; 2025Q1: 29,416 shares; 2025Q2: 27,026 shares; 2025Q3: 40,716 shares; 2025Q4: 47,751 shares; 2026Q1: 44,236 shares 44,236 $24M 0.02% -3,515 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,161 shares; 2024Q4: 102,276 shares; 2025Q1: 104,402 shares; 2025Q2: 105,741 shares; 2025Q3: 110,202 shares; 2025Q4: 114,294 shares; 2026Q1: 116,644 shares 116,644 $24M 0.02% +2,350 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: 769,060 shares; 2024Q4: 721,592 shares; 2025Q1: 764,916 shares; 2025Q2: 796,725 shares; 2025Q3: 880,505 shares; 2025Q4: 884,956 shares; 2026Q1: 1,034,769 shares 1,034,769 $23.8M 0.02% +149,813 Timeline IWO 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: 72,080 shares; 2024Q4: 74,754 shares; 2025Q1: 77,083 shares; 2025Q2: 69,157 shares; 2025Q3: 77,965 shares; 2025Q4: 97,565 shares; 2026Q1: 75,549 shares 75,549 $23.7M 0.02% -22,016 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677,214 shares; 2024Q4: 665,477 shares; 2025Q1: 710,204 shares; 2025Q2: 690,105 shares; 2025Q3: 663,825 shares; 2025Q4: 826,195 shares; 2026Q1: 962,972 shares 962,972 $23.5M 0.02% +136,777 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,849 shares; 2024Q4: 221,023 shares; 2025Q1: 192,691 shares; 2025Q2: 190,250 shares; 2025Q3: 182,999 shares; 2025Q4: 187,461 shares; 2026Q1: 187,015 shares 187,015 $23.5M 0.02% -446 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713,027 shares; 2024Q4: 700,701 shares; 2025Q1: 750,844 shares; 2025Q2: 740,222 shares; 2025Q3: 98,696 shares; 2025Q4: 81,974 shares; 2026Q1: 80,046 shares 80,046 $23.4M 0.02% -1,928 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,642 shares; 2024Q4: 336,953 shares; 2025Q1: 363,880 shares; 2025Q2: 370,513 shares; 2025Q3: 610,903 shares; 2025Q4: 582,899 shares; 2026Q1: 463,388 shares 463,388 $23.4M 0.02% -119,511 Timeline PPA 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: 138,579 shares; 2024Q4: 135,211 shares; 2025Q1: 123,376 shares; 2025Q2: 126,264 shares; 2025Q3: 123,373 shares; 2025Q4: 124,660 shares; 2026Q1: 140,713 shares 140,713 $23.3M 0.02% +16,053 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,340 shares; 2024Q4: 373,017 shares; 2025Q1: 357,649 shares; 2025Q2: 388,660 shares; 2025Q3: 308,515 shares; 2025Q4: 297,133 shares; 2026Q1: 357,354 shares 357,354 $23.3M 0.02% +60,221 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,201 shares; 2024Q4: 112,665 shares; 2025Q1: 115,905 shares; 2025Q2: 115,479 shares; 2025Q3: 152,841 shares; 2025Q4: 151,913 shares; 2026Q1: 165,636 shares 165,636 $23.2M 0.02% +13,723 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,856 shares; 2024Q4: 66,803 shares; 2025Q1: 65,455 shares; 2025Q2: 78,203 shares; 2025Q3: 79,602 shares; 2025Q4: 87,056 shares; 2026Q1: 85,676 shares 85,676 $23.2M 0.02% -1,380 Timeline IBDV 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: 77,214 shares; 2024Q4: 80,626 shares; 2025Q1: 1,865,922 shares; 2025Q2: 838,955 shares; 2025Q3: 875,718 shares; 2025Q4: 957,483 shares; 2026Q1: 1,060,287 shares 1,060,287 $23.2M 0.02% +102,804 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,118 shares; 2024Q4: 448,356 shares; 2025Q1: 455,533 shares; 2025Q2: 471,482 shares; 2025Q3: 474,597 shares; 2025Q4: 474,029 shares; 2026Q1: 478,562 shares 478,562 $23.2M 0.02% +4,533 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,996 shares; 2024Q4: 703,523 shares; 2025Q1: 990,406 shares; 2025Q2: 1,060,598 shares; 2025Q3: 1,091,658 shares; 2025Q4: 1,162,676 shares; 2026Q1: 1,180,122 shares 1,180,122 $23.2M 0.02% +17,446 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,442 shares; 2024Q4: 596,418 shares; 2025Q1: 720,269 shares; 2025Q2: 768,603 shares; 2025Q3: 798,873 shares; 2025Q4: 866,231 shares; 2026Q1: 1,129,262 shares 1,129,262 $23.1M 0.02% +263,031 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265,658 shares; 2024Q4: 1,254,428 shares; 2025Q1: 1,247,884 shares; 2025Q2: 1,239,542 shares; 2025Q3: 1,191,906 shares; 2025Q4: 1,163,706 shares; 2026Q1: 290,099 shares 290,099 $23M 0.02% -873,607 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,574 shares; 2024Q4: 120,345 shares; 2025Q1: 116,231 shares; 2025Q2: 117,420 shares; 2025Q3: 116,810 shares; 2025Q4: 119,811 shares; 2026Q1: 110,601 shares 110,601 $23M 0.02% -9,210 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,967 shares; 2024Q4: 50,552 shares; 2025Q1: 56,365 shares; 2025Q2: 223,097 shares; 2025Q3: 230,525 shares; 2025Q4: 218,892 shares; 2026Q1: 276,905 shares 276,905 $22.9M 0.02% +58,013 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,046 shares; 2024Q4: 174,751 shares; 2025Q1: 198,701 shares; 2025Q2: 211,328 shares; 2025Q3: 227,309 shares; 2025Q4: 224,565 shares; 2026Q1: 277,202 shares 277,202 $22.8M 0.02% +52,637 Timeline EWZ 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: 205,554 shares; 2024Q4: 371,824 shares; 2025Q1: 287,296 shares; 2025Q2: 307,816 shares; 2025Q3: 305,104 shares; 2025Q4: 322,442 shares; 2026Q1: 594,260 shares 594,260 $22.8M 0.02% +271,818 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,612 shares; 2024Q4: 154,054 shares; 2025Q1: 236,475 shares; 2025Q2: 296,439 shares; 2025Q3: 366,981 shares; 2025Q4: 372,773 shares; 2026Q1: 412,315 shares 412,315 $22.6M 0.02% +39,542 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,306 shares; 2024Q4: 256,338 shares; 2025Q1: 663,429 shares; 2025Q2: 705,810 shares; 2025Q3: 727,313 shares; 2025Q4: 779,525 shares; 2026Q1: 866,599 shares 866,599 $22.6M 0.02% +87,074 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: 225,549 shares; 2024Q4: 223,244 shares; 2025Q1: 376,051 shares; 2025Q2: 382,830 shares; 2025Q3: 425,980 shares; 2025Q4: 480,890 shares; 2026Q1: 579,446 shares 579,446 $22.6M 0.02% +98,556 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,525 shares; 2024Q4: 369,245 shares; 2025Q1: 382,161 shares; 2025Q2: 397,230 shares; 2025Q3: 367,797 shares; 2025Q4: 390,919 shares; 2026Q1: 484,205 shares 484,205 $22.5M 0.02% +93,286 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,000 shares; 2024Q4: 155,316 shares; 2025Q1: 147,229 shares; 2025Q2: 153,052 shares; 2025Q3: 151,293 shares; 2025Q4: 167,684 shares; 2026Q1: 205,556 shares 205,556 $22.4M 0.02% +37,872 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,692 shares; 2024Q4: 174,519 shares; 2025Q1: 202,065 shares; 2025Q2: 230,493 shares; 2025Q3: 704,984 shares; 2025Q4: 774,810 shares; 2026Q1: 869,383 shares 869,383 $22.4M 0.02% +94,573 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,656 shares; 2024Q4: 225,353 shares; 2025Q1: 166,081 shares; 2025Q2: 172,257 shares; 2025Q3: 179,277 shares; 2025Q4: 186,697 shares; 2026Q1: 165,115 shares 165,115 $22.4M 0.02% -21,582 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,224 shares; 2024Q4: 550,633 shares; 2025Q1: 546,302 shares; 2025Q2: 712,927 shares; 2025Q3: 717,105 shares; 2025Q4: 731,863 shares; 2026Q1: 735,336 shares 735,336 $22.4M 0.02% +3,473 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,600 shares; 2024Q4: 160,830 shares; 2025Q1: 164,225 shares; 2025Q2: 168,753 shares; 2025Q3: 219,449 shares; 2025Q4: 402,110 shares; 2026Q1: 427,760 shares 427,760 $22.3M 0.02% +25,650 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,462 shares; 2024Q4: 1,087,293 shares; 2025Q1: 959,627 shares; 2025Q2: 998,985 shares; 2025Q3: 1,039,232 shares; 2025Q4: 1,075,996 shares; 2026Q1: 1,077,944 shares 1,077,944 $22.3M 0.02% +1,948 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,618 shares; 2024Q4: 552,958 shares; 2025Q1: 458,906 shares; 2025Q2: 475,363 shares; 2025Q3: 436,402 shares; 2025Q4: 345,974 shares; 2026Q1: 343,769 shares 343,769 $22.2M 0.02% -2,205 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,297 shares; 2024Q4: 99,913 shares; 2025Q1: 89,134 shares; 2025Q2: 121,320 shares; 2025Q3: 117,486 shares; 2025Q4: 86,415 shares; 2026Q1: 72,914 shares 72,914 $22.2M 0.02% -13,501 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,702 shares; 2024Q4: 126,085 shares; 2025Q1: 126,000 shares; 2025Q2: 115,664 shares; 2025Q3: 112,942 shares; 2025Q4: 113,022 shares; 2026Q1: 112,033 shares 112,033 $22M 0.02% -989 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,238 shares; 2024Q4: 200,286 shares; 2025Q1: 324,356 shares; 2025Q2: 310,061 shares; 2025Q3: 370,099 shares; 2025Q4: 365,467 shares; 2026Q1: 301,671 shares 301,671 $21.9M 0.02% -63,796 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: 589,142 shares; 2024Q4: 589,502 shares; 2025Q1: 537,535 shares; 2025Q2: 547,729 shares; 2025Q3: 548,881 shares; 2025Q4: 553,795 shares; 2026Q1: 560,647 shares 560,647 $21.9M 0.02% +6,852 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,511 shares; 2024Q4: 363,027 shares; 2025Q1: 321,250 shares; 2025Q2: 317,055 shares; 2025Q3: 330,979 shares; 2025Q4: 328,233 shares; 2026Q1: 388,439 shares 388,439 $21.9M 0.02% +60,206 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,812 shares; 2024Q4: 330,379 shares; 2025Q1: 338,870 shares; 2025Q2: 196,370 shares; 2025Q3: 229,582 shares; 2025Q4: 243,474 shares; 2026Q1: 234,226 shares 234,226 $21.9M 0.02% -9,248 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: 1,944,549 shares; 2024Q4: 2,033,298 shares; 2025Q1: 1,962,820 shares; 2025Q2: 1,991,022 shares; 2025Q3: 2,126,346 shares; 2025Q4: 2,109,051 shares; 2026Q1: 2,181,908 shares 2,181,908 $21.8M 0.02% +72,857 Timeline HEI 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: 96,284 shares; 2024Q4: 94,579 shares; 2025Q1: 92,915 shares; 2025Q2: 96,416 shares; 2025Q3: 96,331 shares; 2025Q4: 99,618 shares; 2026Q1: 79,483 shares 79,483 $21.8M 0.02% -20,135 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: 157,765 shares; 2024Q4: 146,355 shares; 2025Q1: 144,011 shares; 2025Q2: 139,918 shares; 2025Q3: 143,213 shares; 2025Q4: 143,885 shares; 2026Q1: 139,798 shares 139,798 $21.7M 0.02% -4,087 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771,899 shares; 2024Q4: 781,608 shares; 2025Q1: 835,939 shares; 2025Q2: 829,323 shares; 2025Q3: 829,845 shares; 2025Q4: 844,158 shares; 2026Q1: 838,251 shares 838,251 $21.7M 0.02% -5,907 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,840 shares; 2024Q4: 226,310 shares; 2025Q1: 246,065 shares; 2025Q2: 245,498 shares; 2025Q3: 197,972 shares; 2025Q4: 194,050 shares; 2026Q1: 173,806 shares 173,806 $21.7M 0.02% -20,244 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,799 shares; 2024Q4: 231,012 shares; 2025Q1: 193,971 shares; 2025Q2: 205,731 shares; 2025Q3: 228,015 shares; 2025Q4: 251,592 shares; 2026Q1: 261,083 shares 261,083 $21.6M 0.02% +9,491 Timeline IBTJ 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: 122,322 shares; 2024Q4: 127,545 shares; 2025Q1: 803,005 shares; 2025Q2: 821,677 shares; 2025Q3: 903,091 shares; 2025Q4: 954,557 shares; 2026Q1: 987,258 shares 987,258 $21.6M 0.02% +32,701 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837,210 shares; 2024Q4: 1,024,101 shares; 2025Q1: 984,128 shares; 2025Q2: 1,023,496 shares; 2025Q3: 813,914 shares; 2025Q4: 851,897 shares; 2026Q1: 612,363 shares 612,363 $21.5M 0.02% -239,534 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,965 shares; 2024Q4: 125,639 shares; 2025Q1: 142,951 shares; 2025Q2: 134,543 shares; 2025Q3: 135,258 shares; 2025Q4: 141,831 shares; 2026Q1: 137,791 shares 137,791 $21.4M 0.02% -4,040 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,494 shares; 2024Q4: 274,847 shares; 2025Q1: 219,134 shares; 2025Q2: 235,599 shares; 2025Q3: 228,904 shares; 2025Q4: 223,235 shares; 2026Q1: 226,769 shares 226,769 $21.2M 0.02% +3,534 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,396 shares; 2024Q4: 69,624 shares; 2025Q1: 309,359 shares; 2025Q2: 310,932 shares; 2025Q3: 318,855 shares; 2025Q4: 329,397 shares; 2026Q1: 300,709 shares 300,709 $21.2M 0.02% -28,688 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,841 shares; 2024Q4: 122,192 shares; 2025Q1: 105,739 shares; 2025Q2: 103,996 shares; 2025Q3: 103,387 shares; 2025Q4: 95,092 shares; 2026Q1: 88,355 shares 88,355 $21.2M 0.02% -6,737 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,665 shares; 2024Q4: 202,586 shares; 2025Q1: 224,081 shares; 2025Q2: 203,904 shares; 2025Q3: 152,587 shares; 2025Q4: 139,470 shares; 2026Q1: 102,229 shares 102,229 $21.1M 0.02% -37,241 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,640 shares; 2024Q4: 213,407 shares; 2025Q1: 230,389 shares; 2025Q2: 231,490 shares; 2025Q3: 242,111 shares; 2025Q4: 250,631 shares; 2026Q1: 283,941 shares 283,941 $21M 0.02% +33,310 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,307 shares; 2024Q4: 433,829 shares; 2025Q1: 326,821 shares; 2025Q2: 360,061 shares; 2025Q3: 366,247 shares; 2025Q4: 336,475 shares; 2026Q1: 337,809 shares 337,809 $20.9M 0.02% +1,334 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,770 shares; 2024Q4: 203,756 shares; 2025Q1: 199,254 shares; 2025Q2: 211,978 shares; 2025Q3: 220,373 shares; 2025Q4: 222,375 shares; 2026Q1: 202,368 shares 202,368 $20.9M 0.02% -20,007 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,721 shares; 2024Q4: 204,581 shares; 2025Q1: 221,674 shares; 2025Q2: 181,262 shares; 2025Q3: 186,949 shares; 2025Q4: 189,524 shares; 2026Q1: 174,471 shares 174,471 $20.9M 0.02% -15,053 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,708 shares; 2024Q4: 55,471 shares; 2025Q1: 38,124 shares; 2025Q2: 36,088 shares; 2025Q3: 30,525 shares; 2025Q4: 30,672 shares; 2026Q1: 30,587 shares 30,587 $20.8M 0.02% -85 Timeline IWP 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: 143,315 shares; 2024Q4: 129,060 shares; 2025Q1: 136,146 shares; 2025Q2: 138,339 shares; 2025Q3: 149,742 shares; 2025Q4: 162,151 shares; 2026Q1: 162,480 shares 162,480 $20.8M 0.02% +329 Timeline BSCV 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: 55,162 shares; 2024Q4: 81,908 shares; 2025Q1: 98,834 shares; 2025Q2: 118,262 shares; 2025Q3: 149,621 shares; 2025Q4: 1,192,130 shares; 2026Q1: 1,263,704 shares 1,263,704 $20.8M 0.02% +71,574 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: 307,891 shares; 2024Q4: 315,176 shares; 2025Q1: 319,019 shares; 2025Q2: 329,574 shares; 2025Q3: 297,536 shares; 2025Q4: 289,068 shares; 2026Q1: 277,510 shares 277,510 $20.7M 0.02% -11,558 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,861 shares; 2024Q4: 204,143 shares; 2025Q1: 207,891 shares; 2025Q2: 197,686 shares; 2025Q3: 200,327 shares; 2025Q4: 199,792 shares; 2026Q1: 178,855 shares 178,855 $20.7M 0.02% -20,937 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,461 shares; 2024Q4: 147,433 shares; 2025Q1: 172,700 shares; 2025Q2: 109,086 shares; 2025Q3: 107,594 shares; 2025Q4: 93,051 shares; 2026Q1: 213,999 shares 213,999 $20.6M 0.02% +120,948 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,127 shares; 2024Q4: 192,557 shares; 2025Q1: 166,212 shares; 2025Q2: 174,565 shares; 2025Q3: 196,842 shares; 2025Q4: 190,291 shares; 2026Q1: 126,812 shares 126,812 $20.6M 0.02% -63,479 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,680,169 shares; 2024Q4: 4,978,078 shares; 2025Q1: 4,687,075 shares; 2025Q2: 4,973,293 shares; 2025Q3: 4,624,198 shares; 2025Q4: 4,235,823 shares; 2026Q1: 4,138,555 shares 4,138,555 $20.5M 0.02% -97,268 Timeline IWS 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: 129,108 shares; 2024Q4: 124,759 shares; 2025Q1: 131,677 shares; 2025Q2: 135,051 shares; 2025Q3: 134,885 shares; 2025Q4: 140,048 shares; 2026Q1: 140,799 shares 140,799 $20.5M 0.02% +751 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,053 shares; 2024Q4: 78,390 shares; 2025Q1: 97,379 shares; 2025Q2: 136,084 shares; 2025Q3: 146,993 shares; 2025Q4: 133,887 shares; 2026Q1: 136,008 shares 136,008 $20.5M 0.02% +2,121 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,878 shares; 2024Q4: 224,118 shares; 2025Q1: 350,528 shares; 2025Q2: 234,324 shares; 2025Q3: 232,283 shares; 2025Q4: 236,529 shares; 2026Q1: 270,979 shares 270,979 $20.4M 0.02% +34,450 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716,369 shares; 2024Q4: 709,683 shares; 2025Q1: 719,085 shares; 2025Q2: 718,173 shares; 2025Q3: 734,896 shares; 2025Q4: 770,640 shares; 2026Q1: 817,795 shares 817,795 $20.4M 0.02% +47,155 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,493 shares; 2024Q4: 526,030 shares; 2025Q1: 781,344 shares; 2025Q2: 766,661 shares; 2025Q3: 801,408 shares; 2025Q4: 842,362 shares; 2026Q1: 811,540 shares 811,540 $20.3M 0.02% -30,822 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,428 shares; 2024Q4: 46,135 shares; 2025Q1: 47,646 shares; 2025Q2: 144,619 shares; 2025Q3: 170,303 shares; 2025Q4: 185,571 shares; 2026Q1: 276,066 shares 276,066 $20.3M 0.02% +90,495 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,284 shares; 2024Q4: 86,722 shares; 2025Q1: 87,398 shares; 2025Q2: 99,122 shares; 2025Q3: 105,168 shares; 2025Q4: 105,792 shares; 2026Q1: 102,050 shares 102,050 $20.2M 0.02% -3,742 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,115 shares; 2024Q4: 113,182 shares; 2025Q1: 315,229 shares; 2025Q2: 317,856 shares; 2025Q3: 320,737 shares; 2025Q4: 322,686 shares; 2026Q1: 328,983 shares 328,983 $20.2M 0.02% +6,297 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,720 shares; 2024Q4: 180,335 shares; 2025Q1: 191,306 shares; 2025Q2: 286,673 shares; 2025Q3: 410,755 shares; 2025Q4: 529,442 shares; 2026Q1: 594,622 shares 594,622 $20.1M 0.02% +65,180 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,616 shares; 2024Q4: 26,723 shares; 2025Q1: 33,548 shares; 2025Q2: 35,404 shares; 2025Q3: 37,025 shares; 2025Q4: 38,362 shares; 2026Q1: 35,765 shares 35,765 $20.1M 0.02% -2,597 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: 687,257 shares; 2024Q4: 709,260 shares; 2025Q1: 756,774 shares; 2025Q2: 799,651 shares; 2025Q3: 848,605 shares; 2025Q4: 849,200 shares; 2026Q1: 826,826 shares 826,826 $20.1M 0.02% -22,374 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,824 shares; 2024Q4: 221,289 shares; 2025Q1: 222,492 shares; 2025Q2: 180,463 shares; 2025Q3: 185,232 shares; 2025Q4: 177,810 shares; 2026Q1: 182,935 shares 182,935 $20.1M 0.02% +5,125 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225,952 shares; 2024Q4: 1,140,511 shares; 2025Q1: 805,294 shares; 2025Q2: 779,056 shares; 2025Q3: 878,260 shares; 2025Q4: 795,884 shares; 2026Q1: 891,746 shares 891,746 $20.1M 0.02% +95,862 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: 140,725 shares; 2024Q4: 144,226 shares; 2025Q1: 149,694 shares; 2025Q2: 150,153 shares; 2025Q3: 152,800 shares; 2025Q4: 149,021 shares; 2026Q1: 140,001 shares 140,001 $20.1M 0.02% -9,020 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525,710 shares; 2024Q4: 511,294 shares; 2025Q1: 501,041 shares; 2025Q2: 485,502 shares; 2025Q3: 461,301 shares; 2025Q4: 426,734 shares; 2026Q1: 445,155 shares 445,155 $20M 0.02% +18,421 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,872 shares; 2024Q4: 141,390 shares; 2025Q1: 149,620 shares; 2025Q2: 168,426 shares; 2025Q3: 175,886 shares; 2025Q4: 190,189 shares; 2026Q1: 156,381 shares 156,381 $19.9M 0.02% -33,808 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,964 shares; 2024Q4: 50,287 shares; 2025Q1: 50,372 shares; 2025Q2: 60,689 shares; 2025Q3: 66,545 shares; 2025Q4: 76,032 shares; 2026Q1: 77,866 shares 77,866 $19.8M 0.02% +1,834 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: 266,675 shares; 2024Q4: 269,912 shares; 2025Q1: 257,497 shares; 2025Q2: 216,341 shares; 2025Q3: 216,669 shares; 2025Q4: 211,031 shares; 2026Q1: 210,215 shares 210,215 $19.7M 0.02% -816 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,498 shares; 2024Q4: 241,985 shares; 2025Q1: 241,875 shares; 2025Q2: 247,038 shares; 2025Q3: 248,198 shares; 2025Q4: 248,964 shares; 2026Q1: 250,690 shares 250,690 $19.7M 0.02% +1,726 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,004 shares; 2024Q4: 76,861 shares; 2025Q1: 91,211 shares; 2025Q2: 98,184 shares; 2025Q3: 95,312 shares; 2025Q4: 75,192 shares; 2026Q1: 62,466 shares 62,466 $19.6M 0.02% -12,726 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,130 shares; 2024Q4: 119,478 shares; 2025Q1: 123,915 shares; 2025Q2: 164,760 shares; 2025Q3: 423,913 shares; 2025Q4: 672,889 shares; 2026Q1: 792,046 shares 792,046 $19.6M 0.02% +119,157 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,692 shares; 2024Q4: 205,568 shares; 2025Q1: 195,917 shares; 2025Q2: 217,718 shares; 2025Q3: 224,829 shares; 2025Q4: 255,056 shares; 2026Q1: 255,832 shares 255,832 $19.4M 0.02% +776 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,104 shares; 2024Q4: 10,129 shares; 2025Q1: 9,691 shares; 2025Q2: 9,905 shares; 2025Q3: 10,061 shares; 2025Q4: 9,312 shares; 2026Q1: 11,243 shares 11,243 $19.4M 0.02% +1,931 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904,207 shares; 2024Q4: 1,581,205 shares; 2025Q1: 1,556,649 shares; 2025Q2: 1,522,890 shares; 2025Q3: 1,812,275 shares; 2025Q4: 1,809,766 shares; 2026Q1: 1,831,585 shares 1,831,585 $19.3M 0.02% +21,819 Timeline SDVD 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: 296,426 shares; 2024Q4: 304,289 shares; 2025Q1: 655,981 shares; 2025Q2: 659,475 shares; 2025Q3: 698,614 shares; 2025Q4: 532,654 shares; 2026Q1: 889,283 shares 889,283 $19.3M 0.02% +356,629 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,096 shares; 2024Q4: 146,605 shares; 2025Q1: 158,127 shares; 2025Q2: 151,541 shares; 2025Q3: 410,872 shares; 2025Q4: 395,012 shares; 2026Q1: 458,179 shares 458,179 $19.3M 0.02% +63,167 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,561 shares; 2024Q4: 240,231 shares; 2025Q1: 242,836 shares; 2025Q2: 310,068 shares; 2025Q3: 266,448 shares; 2025Q4: 262,940 shares; 2026Q1: 263,123 shares 263,123 $19.2M 0.02% +183 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,653 shares; 2024Q4: 431,469 shares; 2025Q1: 446,637 shares; 2025Q2: 451,293 shares; 2025Q3: 450,440 shares; 2025Q4: 487,307 shares; 2026Q1: 494,578 shares 494,578 $19.2M 0.02% +7,271 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: 217,525 shares; 2025Q3: 211,085 shares; 2025Q4: 246,236 shares; 2026Q1: 298,334 shares 298,334 $19.2M 0.02% +52,098 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,055 shares; 2024Q4: 180,158 shares; 2025Q1: 193,317 shares; 2025Q2: 287,903 shares; 2025Q3: 272,566 shares; 2025Q4: 367,062 shares; 2026Q1: 413,544 shares 413,544 $19.1M 0.02% +46,482 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,425 shares; 2024Q4: 211,515 shares; 2025Q1: 212,800 shares; 2025Q2: 209,543 shares; 2025Q3: 206,341 shares; 2025Q4: 199,476 shares; 2026Q1: 189,533 shares 189,533 $19.1M 0.02% -9,943 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,607 shares; 2024Q4: 52,126 shares; 2025Q1: 134,407 shares; 2025Q2: 66,248 shares; 2025Q3: 20,601 shares; 2025Q4: 20,519 shares; 2026Q1: 196,613 shares 196,613 $19.1M 0.02% +176,094 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,374 shares; 2024Q4: 269,150 shares; 2025Q1: 261,956 shares; 2025Q2: 257,812 shares; 2025Q3: 300,972 shares; 2025Q4: 303,168 shares; 2026Q1: 315,789 shares 315,789 $18.9M 0.02% +12,621 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284,540 shares; 2026Q1: 247,922 shares 247,922 $18.9M 0.02% -36,618 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,270 shares; 2024Q4: 79,595 shares; 2025Q1: 73,411 shares; 2025Q2: 76,100 shares; 2025Q3: 80,643 shares; 2025Q4: 85,087 shares; 2026Q1: 96,177 shares 96,177 $18.9M 0.02% +11,090 Timeline COPX 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: 45,611 shares; 2024Q4: 17,793 shares; 2025Q1: 8,273 shares; 2025Q2: 16,243 shares; 2025Q3: 28,716 shares; 2025Q4: 229,007 shares; 2026Q1: 245,829 shares 245,829 $18.8M 0.02% +16,822 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,693 shares; 2024Q4: 126,470 shares; 2025Q1: 124,727 shares; 2025Q2: 160,432 shares; 2025Q3: 143,921 shares; 2025Q4: 140,962 shares; 2026Q1: 129,147 shares 129,147 $18.8M 0.02% -11,815 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,036 shares; 2024Q4: 106,493 shares; 2025Q1: 93,318 shares; 2025Q2: 94,017 shares; 2025Q3: 96,475 shares; 2025Q4: 89,625 shares; 2026Q1: 94,682 shares 94,682 $18.7M 0.02% +5,057 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: 50,346 shares; 2024Q4: 38,882 shares; 2025Q1: 32,396 shares; 2025Q2: 29,674 shares; 2025Q3: 67,011 shares; 2025Q4: 68,334 shares; 2026Q1: 73,296 shares 73,296 $18.7M 0.02% +4,962 Timeline MANE VERADERMICS INC More: the full row for VERADERMICS 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: 294,117 shares 294,117 $18.6M 0.02% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,108 shares; 2024Q4: 14,638 shares; 2025Q1: 14,585 shares; 2025Q2: 16,316 shares; 2025Q3: 13,927 shares; 2025Q4: 14,953 shares; 2026Q1: 205,814 shares 205,814 $18.5M 0.02% +190,861 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,838 shares; 2024Q4: 56,133 shares; 2025Q1: 58,112 shares; 2025Q2: 50,327 shares; 2025Q3: 49,144 shares; 2025Q4: 38,940 shares; 2026Q1: 39,120 shares 39,120 $18.5M 0.02% +180 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,269 shares; 2024Q4: 23,084 shares; 2025Q1: 21,093 shares; 2025Q2: 35,665 shares; 2025Q3: 42,690 shares; 2025Q4: 40,579 shares; 2026Q1: 38,477 shares 38,477 $18.5M 0.02% -2,102 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,099 shares; 2024Q4: 169,264 shares; 2025Q1: 188,059 shares; 2025Q2: 201,364 shares; 2025Q3: 202,197 shares; 2025Q4: 204,447 shares; 2026Q1: 208,525 shares 208,525 $18.4M 0.02% +4,078 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,806 shares; 2024Q4: 230,351 shares; 2025Q1: 225,601 shares; 2025Q2: 230,790 shares; 2025Q3: 228,830 shares; 2025Q4: 248,605 shares; 2026Q1: 257,969 shares 257,969 $18.4M 0.02% +9,364 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,167 shares; 2024Q4: 51,204 shares; 2025Q1: 388,931 shares; 2025Q2: 437,616 shares; 2025Q3: 486,979 shares; 2025Q4: 614,430 shares; 2026Q1: 809,498 shares 809,498 $18.4M 0.02% +195,068 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,420 shares; 2024Q4: 299,314 shares; 2025Q1: 296,013 shares; 2025Q2: 326,634 shares; 2025Q3: 331,951 shares; 2025Q4: 344,718 shares; 2026Q1: 362,195 shares 362,195 $18.4M 0.02% +17,477 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125,254 shares; 2024Q4: 960,482 shares; 2025Q1: 941,816 shares; 2025Q2: 925,711 shares; 2025Q3: 989,443 shares; 2025Q4: 1,087,701 shares; 2026Q1: 1,174,613 shares 1,174,613 $18.4M 0.02% +86,912 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,246 shares; 2024Q4: 166,663 shares; 2025Q1: 183,342 shares; 2025Q2: 189,787 shares; 2025Q3: 204,462 shares; 2025Q4: 233,602 shares; 2026Q1: 258,237 shares 258,237 $18.4M 0.02% +24,635 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,032 shares; 2024Q4: 144,810 shares; 2025Q1: 144,892 shares; 2025Q2: 157,019 shares; 2025Q3: 156,187 shares; 2025Q4: 189,274 shares; 2026Q1: 166,182 shares 166,182 $18.4M 0.02% -23,092 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,561 shares; 2024Q4: 562,584 shares; 2025Q1: 525,402 shares; 2025Q2: 449,123 shares; 2025Q3: 412,319 shares; 2025Q4: 501,390 shares; 2026Q1: 382,635 shares 382,635 $18.3M 0.02% -118,755 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,589 shares; 2024Q4: 118,148 shares; 2025Q1: 131,083 shares; 2025Q2: 125,856 shares; 2025Q3: 240,364 shares; 2025Q4: 244,718 shares; 2026Q1: 264,405 shares 264,405 $18.3M 0.02% +19,687 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,326 shares; 2024Q4: 158,117 shares; 2025Q1: 147,249 shares; 2025Q2: 138,428 shares; 2025Q3: 131,113 shares; 2025Q4: 130,570 shares; 2026Q1: 126,336 shares 126,336 $18.3M 0.02% -4,234 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,700 shares; 2024Q4: 321,566 shares; 2025Q1: 332,330 shares; 2025Q2: 383,821 shares; 2025Q3: 426,330 shares; 2025Q4: 404,984 shares; 2026Q1: 431,271 shares 431,271 $18.2M 0.02% +26,287 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,821 shares; 2024Q4: 194,807 shares; 2025Q1: 143,341 shares; 2025Q2: 187,070 shares; 2025Q3: 213,346 shares; 2025Q4: 195,532 shares; 2026Q1: 195,944 shares 195,944 $17.9M 0.02% +412 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,352 shares; 2024Q4: 60,592 shares; 2025Q1: 23,925 shares; 2025Q2: 23,901 shares; 2025Q3: 18,505 shares; 2025Q4: 32,322 shares; 2026Q1: 72,650 shares 72,650 $17.8M 0.02% +40,328 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844,618 shares; 2024Q4: 452,666 shares; 2025Q1: 406,688 shares; 2025Q2: 416,440 shares; 2025Q3: 478,568 shares; 2025Q4: 522,736 shares; 2026Q1: 495,990 shares 495,990 $17.7M 0.02% -26,746 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079,773 shares; 2024Q4: 993,595 shares; 2025Q1: 686,804 shares; 2025Q2: 580,785 shares; 2025Q3: 395,016 shares; 2025Q4: 386,982 shares; 2026Q1: 391,676 shares 391,676 $17.6M 0.02% +4,694 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,208 shares; 2024Q4: 268,027 shares; 2025Q1: 223,550 shares; 2025Q2: 222,401 shares; 2025Q3: 221,599 shares; 2025Q4: 213,486 shares; 2026Q1: 207,533 shares 207,533 $17.6M 0.02% -5,953 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909,058 shares; 2024Q4: 1,002,248 shares; 2025Q1: 1,080,672 shares; 2025Q2: 1,140,426 shares; 2025Q3: 1,225,877 shares; 2025Q4: 1,226,666 shares; 2026Q1: 1,228,981 shares 1,228,981 $17.5M 0.02% +2,315 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,006 shares; 2024Q4: 122,254 shares; 2025Q1: 515,558 shares; 2025Q2: 620,971 shares; 2025Q3: 575,119 shares; 2025Q4: 610,286 shares; 2026Q1: 137,917 shares 137,917 $17.5M 0.02% -472,369 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,776 shares; 2024Q4: 503,990 shares; 2025Q1: 505,124 shares; 2025Q2: 560,396 shares; 2025Q3: 532,252 shares; 2025Q4: 565,480 shares; 2026Q1: 434,594 shares 434,594 $17.4M 0.02% -130,886 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843,289 shares; 2024Q4: 1,842,986 shares; 2025Q1: 1,836,979 shares; 2025Q2: 1,823,288 shares; 2025Q3: 1,822,992 shares; 2025Q4: 1,824,517 shares; 2026Q1: 1,825,184 shares 1,825,184 $17.4M 0.02% +667 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,019 shares; 2024Q4: 410,528 shares; 2025Q1: 478,169 shares; 2025Q2: 514,484 shares; 2025Q3: 401,994 shares; 2025Q4: 311,852 shares; 2026Q1: 216,942 shares 216,942 $17.4M 0.02% -94,910 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,671 shares; 2024Q4: 65,046 shares; 2025Q1: 62,405 shares; 2025Q2: 76,575 shares; 2025Q3: 76,876 shares; 2025Q4: 89,180 shares; 2026Q1: 82,998 shares 82,998 $17.3M 0.02% -6,182 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,781 shares; 2024Q4: 321,518 shares; 2025Q1: 353,519 shares; 2025Q2: 331,123 shares; 2025Q3: 301,311 shares; 2025Q4: 348,649 shares; 2026Q1: 271,125 shares 271,125 $17.3M 0.02% -77,524 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,268 shares; 2024Q4: 286,617 shares; 2025Q1: 294,846 shares; 2025Q2: 286,514 shares; 2025Q3: 296,982 shares; 2025Q4: 302,648 shares; 2026Q1: 346,011 shares 346,011 $17.2M 0.02% +43,363 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,121 shares; 2025Q1: 3,152 shares; 2025Q2: 3,491 shares; 2025Q3: 3,503 shares; 2025Q4: 3,260 shares; 2026Q1: 148,835 shares 148,835 $17.2M 0.02% +145,575 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,469 shares; 2024Q4: 281,444 shares; 2025Q1: 278,263 shares; 2025Q2: 249,007 shares; 2025Q3: 324,394 shares; 2025Q4: 233,570 shares; 2026Q1: 306,806 shares 306,806 $17.1M 0.02% +73,236 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: 45,438 shares; 2024Q4: 45,612 shares; 2025Q1: 47,593 shares; 2025Q2: 51,931 shares; 2025Q3: 129,905 shares; 2025Q4: 79,731 shares; 2026Q1: 70,023 shares 70,023 $17.1M 0.02% -9,708 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,295 shares; 2025Q4: 338,551 shares; 2026Q1: 333,861 shares 333,861 $17M 0.02% -4,690 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,255 shares; 2024Q4: 334,652 shares; 2025Q1: 339,958 shares; 2025Q2: 322,786 shares; 2025Q3: 329,003 shares; 2025Q4: 336,837 shares; 2026Q1: 340,246 shares 340,246 $17M 0.02% +3,409 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: 222,539 shares; 2024Q4: 222,871 shares; 2025Q1: 185,548 shares; 2025Q2: 187,825 shares; 2025Q3: 187,378 shares; 2025Q4: 177,746 shares; 2026Q1: 165,977 shares 165,977 $17M 0.02% -11,769 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,148 shares; 2024Q4: 184,739 shares; 2025Q1: 176,938 shares; 2025Q2: 168,877 shares; 2025Q3: 198,610 shares; 2025Q4: 213,403 shares; 2026Q1: 209,502 shares 209,502 $17M 0.02% -3,901 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: 333,342 shares; 2024Q4: 324,490 shares; 2025Q1: 336,092 shares; 2025Q2: 319,663 shares; 2025Q3: 327,027 shares; 2025Q4: 345,541 shares; 2026Q1: 364,079 shares 364,079 $16.9M 0.02% +18,538 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: 254,323 shares; 2024Q4: 248,911 shares; 2025Q1: 242,250 shares; 2025Q2: 250,998 shares; 2025Q3: 188,374 shares; 2025Q4: 249,890 shares; 2026Q1: 255,789 shares 255,789 $16.9M 0.02% +5,899 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,924 shares; 2024Q4: 58,439 shares; 2025Q1: 58,113 shares; 2025Q2: 73,748 shares; 2025Q3: 140,090 shares; 2025Q4: 155,371 shares; 2026Q1: 156,921 shares 156,921 $16.8M 0.02% +1,550 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,023 shares; 2024Q4: 117,191 shares; 2025Q1: 101,050 shares; 2025Q2: 114,657 shares; 2025Q3: 180,379 shares; 2025Q4: 191,519 shares; 2026Q1: 232,081 shares 232,081 $16.8M 0.02% +40,562 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,578 shares; 2024Q4: 28,325 shares; 2025Q1: 28,170 shares; 2025Q2: 27,597 shares; 2025Q3: 27,295 shares; 2025Q4: 26,625 shares; 2026Q1: 52,741 shares 52,741 $16.8M 0.02% +26,116 Timeline IPX IPERIONX LTD More: the full row for IPERIONX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703,679 shares; 2024Q4: 900,237 shares; 2025Q1: 999,830 shares; 2025Q2: 974,668 shares; 2025Q3: 899,050 shares; 2025Q4: 830,681 shares; 2026Q1: 646,480 shares 646,480 $16.8M 0.02% -184,201 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,234 shares; 2024Q4: 114,546 shares; 2025Q1: 171,275 shares; 2025Q2: 179,169 shares; 2025Q3: 173,416 shares; 2025Q4: 154,117 shares; 2026Q1: 183,588 shares 183,588 $16.8M 0.02% +29,471 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,765 shares; 2024Q4: 163,084 shares; 2025Q1: 186,115 shares; 2025Q2: 172,456 shares; 2025Q3: 176,079 shares; 2025Q4: 162,437 shares; 2026Q1: 166,779 shares 166,779 $16.8M 0.02% +4,342 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,228 shares; 2024Q4: 494,592 shares; 2025Q1: 491,709 shares; 2025Q2: 478,868 shares; 2025Q3: 468,859 shares; 2025Q4: 468,527 shares; 2026Q1: 457,067 shares 457,067 $16.8M 0.02% -11,460 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: 359,024 shares; 2024Q4: 333,762 shares; 2025Q1: 294,426 shares; 2025Q2: 288,827 shares; 2025Q3: 292,952 shares; 2025Q4: 298,590 shares; 2026Q1: 267,388 shares 267,388 $16.7M 0.02% -31,202 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,930 shares; 2024Q4: 437,112 shares; 2025Q1: 369,895 shares; 2025Q2: 460,217 shares; 2025Q3: 431,917 shares; 2025Q4: 394,355 shares; 2026Q1: 372,310 shares 372,310 $16.7M 0.02% -22,045 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: 624,214 shares; 2024Q4: 320,215 shares; 2025Q1: 428,945 shares; 2025Q2: 565,743 shares; 2025Q3: 822,374 shares; 2025Q4: 387,682 shares; 2026Q1: 331,948 shares 331,948 $16.6M 0.02% -55,734 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,205 shares; 2024Q4: 227,587 shares; 2025Q1: 247,154 shares; 2025Q2: 246,662 shares; 2025Q3: 251,021 shares; 2025Q4: 274,344 shares; 2026Q1: 408,633 shares 408,633 $16.5M 0.02% +134,289 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: 5,830 shares; 2024Q4: 10,017 shares; 2025Q1: 7,073 shares; 2025Q2: 13,700 shares; 2025Q3: 20,295 shares; 2025Q4: 20,427 shares; 2026Q1: 49,954 shares 49,954 $16.5M 0.02% +29,527 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: 74,429 shares; 2024Q4: 88,663 shares; 2025Q1: 92,097 shares; 2025Q2: 116,734 shares; 2025Q3: 122,948 shares; 2025Q4: 135,080 shares; 2026Q1: 136,572 shares 136,572 $16.5M 0.02% +1,492 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,836 shares; 2024Q4: 170,887 shares; 2025Q1: 207,140 shares; 2025Q2: 221,144 shares; 2025Q3: 252,150 shares; 2025Q4: 294,161 shares; 2026Q1: 329,593 shares 329,593 $16.5M 0.02% +35,432 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,366 shares; 2024Q4: 24,719 shares; 2025Q1: 44,752 shares; 2025Q2: 220,989 shares; 2025Q3: 357,570 shares; 2025Q4: 410,734 shares; 2026Q1: 392,074 shares 392,074 $16.5M 0.02% -18,660 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,863 shares; 2025Q2: 308,588 shares; 2025Q3: 431,553 shares; 2025Q4: 464,113 shares; 2026Q1: 496,769 shares 496,769 $16.4M 0.02% +32,656 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668,901 shares; 2024Q4: 1,798,266 shares; 2025Q1: 1,889,977 shares; 2025Q2: 445,744 shares; 2025Q3: 449,728 shares; 2025Q4: 441,293 shares; 2026Q1: 159,025 shares 159,025 $16.4M 0.02% -282,268 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,904 shares; 2024Q4: 202,215 shares; 2025Q1: 203,486 shares; 2025Q2: 208,122 shares; 2025Q3: 277,589 shares; 2025Q4: 321,588 shares; 2026Q1: 338,991 shares 338,991 $16.4M 0.02% +17,403 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,098 shares; 2024Q4: 575,592 shares; 2025Q1: 610,211 shares; 2025Q2: 723,548 shares; 2025Q3: 704,696 shares; 2025Q4: 721,378 shares; 2026Q1: 773,380 shares 773,380 $16.4M 0.02% +52,002 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081,080 shares; 2024Q4: 1,160,461 shares; 2025Q1: 1,088,460 shares; 2025Q2: 1,100,562 shares; 2025Q3: 1,055,569 shares; 2025Q4: 801,716 shares; 2026Q1: 360,135 shares 360,135 $16.3M 0.01% -441,581 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,582 shares; 2024Q4: 93,686 shares; 2025Q1: 75,620 shares; 2025Q2: 63,068 shares; 2025Q3: 92,015 shares; 2025Q4: 74,364 shares; 2026Q1: 58,543 shares 58,543 $16.3M 0.01% -15,821 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,232 shares; 2024Q4: 79,490 shares; 2025Q1: 71,758 shares; 2025Q2: 71,737 shares; 2025Q3: 70,795 shares; 2025Q4: 69,016 shares; 2026Q1: 72,046 shares 72,046 $16.2M 0.01% +3,030 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: 22,695 shares; 2024Q4: 24,179 shares; 2025Q1: 24,654 shares; 2025Q2: 24,418 shares; 2025Q3: 24,739 shares; 2025Q4: 25,202 shares; 2026Q1: 54,401 shares 54,401 $16.2M 0.01% +29,199 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,914 shares; 2024Q4: 53,736 shares; 2025Q1: 54,767 shares; 2025Q2: 59,581 shares; 2025Q3: 42,113 shares; 2025Q4: 114,026 shares; 2026Q1: 588,356 shares 588,356 $16.1M 0.01% +474,330 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,198 shares; 2024Q4: 75,409 shares; 2025Q1: 75,811 shares; 2025Q2: 72,311 shares; 2025Q3: 64,746 shares; 2025Q4: 87,337 shares; 2026Q1: 80,008 shares 80,008 $16.1M 0.01% -7,329 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,697 shares; 2024Q4: 182,274 shares; 2025Q1: 183,626 shares; 2025Q2: 202,206 shares; 2025Q3: 208,587 shares; 2025Q4: 212,388 shares; 2026Q1: 213,321 shares 213,321 $16M 0.01% +933 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: 119,684 shares; 2024Q4: 129,007 shares; 2025Q1: 129,618 shares; 2025Q2: 126,018 shares; 2025Q3: 269,341 shares; 2025Q4: 252,713 shares; 2026Q1: 245,282 shares 245,282 $16M 0.01% -7,431 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,691 shares; 2024Q4: 312,639 shares; 2025Q1: 315,098 shares; 2025Q2: 311,553 shares; 2025Q3: 309,061 shares; 2025Q4: 303,081 shares; 2026Q1: 304,356 shares 304,356 $16M 0.01% +1,275 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,810 shares; 2024Q4: 141,659 shares; 2025Q1: 147,095 shares; 2025Q2: 160,362 shares; 2025Q3: 121,469 shares; 2025Q4: 117,889 shares; 2026Q1: 165,463 shares 165,463 $15.9M 0.01% +47,574 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,910 shares; 2024Q4: 580,171 shares; 2025Q1: 654,283 shares; 2025Q2: 796,609 shares; 2025Q3: 960,810 shares; 2025Q4: 752,649 shares; 2026Q1: 650,221 shares 650,221 $15.9M 0.01% -102,428 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,977 shares; 2024Q4: 234,905 shares; 2025Q1: 358,857 shares; 2025Q2: 187,692 shares; 2025Q3: 645,041 shares; 2025Q4: 874,741 shares; 2026Q1: 901,063 shares 901,063 $15.8M 0.01% +26,322 Timeline KNG 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: 707,856 shares; 2024Q4: 595,424 shares; 2025Q1: 348,131 shares; 2025Q2: 450,927 shares; 2025Q3: 464,716 shares; 2025Q4: 304,021 shares; 2026Q1: 324,610 shares 324,610 $15.8M 0.01% +20,589 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,992 shares; 2024Q4: 110,096 shares; 2025Q1: 108,048 shares; 2025Q2: 107,391 shares; 2025Q3: 108,528 shares; 2025Q4: 103,277 shares; 2026Q1: 89,875 shares 89,875 $15.8M 0.01% -13,402 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370,052 shares; 2024Q4: 1,208,680 shares; 2025Q1: 1,053,713 shares; 2025Q2: 1,153,598 shares; 2025Q3: 1,105,676 shares; 2025Q4: 1,156,290 shares; 2026Q1: 1,366,113 shares 1,366,113 $15.8M 0.01% +209,823 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138,282 shares; 2024Q4: 1,236,448 shares; 2025Q1: 1,264,917 shares; 2025Q2: 1,268,037 shares; 2025Q3: 407,158 shares; 2025Q4: 483,497 shares; 2026Q1: 598,753 shares 598,753 $15.7M 0.01% +115,256 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,147 shares; 2024Q4: 231,752 shares; 2025Q1: 208,935 shares; 2025Q2: 237,997 shares; 2025Q3: 234,485 shares; 2025Q4: 220,466 shares; 2026Q1: 239,545 shares 239,545 $15.6M 0.01% +19,079 Timeline USTB 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: 51,451 shares; 2024Q4: 37,755 shares; 2025Q1: 151,683 shares; 2025Q2: 170,627 shares; 2025Q3: 191,402 shares; 2025Q4: 243,410 shares; 2026Q1: 307,627 shares 307,627 $15.6M 0.01% +64,217 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059,885 shares; 2024Q4: 1,100,076 shares; 2025Q1: 1,117,042 shares; 2025Q2: 1,166,947 shares; 2025Q3: 1,229,889 shares; 2025Q4: 1,289,025 shares; 2026Q1: 1,228,014 shares 1,228,014 $15.5M 0.01% -61,011 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,412 shares; 2024Q4: 168,688 shares; 2025Q1: 143,182 shares; 2025Q2: 131,135 shares; 2025Q3: 152,478 shares; 2025Q4: 162,531 shares; 2026Q1: 151,232 shares 151,232 $15.5M 0.01% -11,299 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,566 shares; 2024Q4: 208,027 shares; 2025Q1: 230,211 shares; 2025Q2: 227,930 shares; 2025Q3: 228,842 shares; 2025Q4: 301,653 shares; 2026Q1: 343,423 shares 343,423 $15.3M 0.01% +41,770 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,201 shares; 2024Q4: 260,548 shares; 2025Q1: 264,346 shares; 2025Q2: 270,159 shares; 2025Q3: 270,916 shares; 2025Q4: 278,818 shares; 2026Q1: 289,327 shares 289,327 $15.3M 0.01% +10,509 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,500 shares; 2024Q4: 42,881 shares; 2025Q1: 59,529 shares; 2025Q2: 37,374 shares; 2025Q3: 222,189 shares; 2025Q4: 207,006 shares; 2026Q1: 178,158 shares 178,158 $15.3M 0.01% -28,848 Timeline DWLD 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: 245,268 shares; 2024Q4: 251,543 shares; 2025Q1: 261,389 shares; 2025Q2: 307,562 shares; 2025Q3: 325,480 shares; 2025Q4: 336,128 shares; 2026Q1: 347,396 shares 347,396 $15.2M 0.01% +11,268 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,273 shares; 2024Q4: 11,533 shares; 2025Q1: 12,152 shares; 2025Q2: 11,732 shares; 2025Q3: 41,653 shares; 2025Q4: 37,822 shares; 2026Q1: 38,546 shares 38,546 $15.2M 0.01% +724 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226,883 shares; 2025Q4: 205,800 shares; 2026Q1: 236,134 shares 236,134 $15.1M 0.01% +30,334 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,518 shares; 2024Q4: 211,811 shares; 2025Q1: 218,647 shares; 2025Q2: 178,831 shares; 2025Q3: 189,943 shares; 2025Q4: 201,398 shares; 2026Q1: 219,498 shares 219,498 $15.1M 0.01% +18,100 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,745 shares; 2024Q4: 346,708 shares; 2025Q1: 355,147 shares; 2025Q2: 368,042 shares; 2025Q3: 290,980 shares; 2025Q4: 289,924 shares; 2026Q1: 297,670 shares 297,670 $15.1M 0.01% +7,746 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,279 shares; 2024Q4: 204,661 shares; 2025Q1: 232,671 shares; 2025Q2: 228,449 shares; 2025Q3: 288,603 shares; 2025Q4: 301,280 shares; 2026Q1: 322,962 shares 322,962 $15.1M 0.01% +21,682 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: 50,547 shares; 2024Q4: 53,631 shares; 2025Q1: 58,127 shares; 2025Q2: 69,797 shares; 2025Q3: 71,107 shares; 2025Q4: 82,954 shares; 2026Q1: 391,905 shares 391,905 $15M 0.01% +308,951 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,361 shares; 2024Q4: 34,612 shares; 2025Q1: 33,285 shares; 2025Q2: 111,894 shares; 2025Q3: 109,192 shares; 2025Q4: 136,290 shares; 2026Q1: 166,086 shares 166,086 $14.9M 0.01% +29,796 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,014 shares; 2024Q4: 265,915 shares; 2025Q1: 259,540 shares; 2025Q2: 175,061 shares; 2025Q3: 176,108 shares; 2025Q4: 170,770 shares; 2026Q1: 247,398 shares 247,398 $14.9M 0.01% +76,628 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 158,011 shares; 2025Q1: 203,922 shares; 2025Q2: 242,446 shares; 2025Q3: 295,072 shares; 2025Q4: 330,522 shares; 2026Q1: 375,134 shares 375,134 $14.9M 0.01% +44,612 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,842 shares; 2025Q1: 44,816 shares; 2025Q2: 225,242 shares; 2025Q3: 498,159 shares; 2025Q4: 679,857 shares; 2026Q1: 625,074 shares 625,074 $14.9M 0.01% -54,783 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,498 shares; 2024Q4: 47,254 shares; 2025Q1: 47,241 shares; 2025Q2: 48,966 shares; 2025Q3: 48,731 shares; 2025Q4: 51,863 shares; 2026Q1: 49,911 shares 49,911 $14.9M 0.01% -1,952 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,768 shares; 2024Q4: 167,962 shares; 2025Q1: 151,588 shares; 2025Q2: 204,607 shares; 2025Q3: 214,357 shares; 2025Q4: 229,814 shares; 2026Q1: 232,098 shares 232,098 $14.9M 0.01% +2,284 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 368,080 shares; 2025Q4: 350,698 shares; 2026Q1: 502,660 shares 502,660 $14.8M 0.01% +151,962 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: 182,505 shares; 2024Q4: 211,493 shares; 2025Q1: 200,942 shares; 2025Q2: 196,357 shares; 2025Q3: 202,628 shares; 2025Q4: 198,863 shares; 2026Q1: 196,703 shares 196,703 $14.8M 0.01% -2,160 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,359 shares; 2024Q4: 71,508 shares; 2025Q1: 70,647 shares; 2025Q2: 67,921 shares; 2025Q3: 67,886 shares; 2025Q4: 66,784 shares; 2026Q1: 65,383 shares 65,383 $14.7M 0.01% -1,401 Timeline DINT 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: not reported; 2024Q4: 148,989 shares; 2025Q1: 161,871 shares; 2025Q2: 465,164 shares; 2025Q3: 481,387 shares; 2025Q4: 546,600 shares; 2026Q1: 544,872 shares 544,872 $14.7M 0.01% -1,728 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,738 shares; 2024Q4: 223,857 shares; 2025Q1: 231,997 shares; 2025Q2: 189,280 shares; 2025Q3: 167,991 shares; 2025Q4: 165,980 shares; 2026Q1: 183,027 shares 183,027 $14.7M 0.01% +17,047 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,461 shares; 2024Q4: 45,740 shares; 2025Q1: 92,657 shares; 2025Q2: 115,151 shares; 2025Q3: 91,350 shares; 2025Q4: 104,460 shares; 2026Q1: 133,616 shares 133,616 $14.6M 0.01% +29,156 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,014 shares; 2024Q4: 187,219 shares; 2025Q1: 179,738 shares; 2025Q2: 173,606 shares; 2025Q3: 167,305 shares; 2025Q4: 155,882 shares; 2026Q1: 147,995 shares 147,995 $14.6M 0.01% -7,887 Timeline SPAB 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: 446,264 shares; 2024Q4: 492,216 shares; 2025Q1: 482,346 shares; 2025Q2: 524,494 shares; 2025Q3: 551,275 shares; 2025Q4: 572,818 shares; 2026Q1: 568,097 shares 568,097 $14.6M 0.01% -4,721 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: 254,966 shares; 2024Q4: 268,413 shares; 2025Q1: 271,869 shares; 2025Q2: 282,291 shares; 2025Q3: 285,999 shares; 2025Q4: 288,553 shares; 2026Q1: 302,972 shares 302,972 $14.5M 0.01% +14,419 Timeline IBTP 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: 28,923 shares; 2025Q2: 96,911 shares; 2025Q3: 98,748 shares; 2025Q4: 525,933 shares; 2026Q1: 566,032 shares 566,032 $14.5M 0.01% +40,099 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,102 shares; 2024Q4: 108,690 shares; 2025Q1: 105,691 shares; 2025Q2: 98,531 shares; 2025Q3: 173,606 shares; 2025Q4: 112,719 shares; 2026Q1: 110,673 shares 110,673 $14.5M 0.01% -2,046 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,729 shares; 2024Q4: 98,048 shares; 2025Q1: 101,216 shares; 2025Q2: 131,065 shares; 2025Q3: 132,768 shares; 2025Q4: 129,306 shares; 2026Q1: 284,166 shares 284,166 $14.4M 0.01% +154,860 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: 130,670 shares; 2024Q4: 134,206 shares; 2025Q1: 150,799 shares; 2025Q2: 173,621 shares; 2025Q3: 184,094 shares; 2025Q4: 192,667 shares; 2026Q1: 203,309 shares 203,309 $14.4M 0.01% +10,642 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660,735 shares; 2024Q4: 810,183 shares; 2025Q1: 913,811 shares; 2025Q2: 1,112,669 shares; 2025Q3: 1,410,926 shares; 2025Q4: 1,627,322 shares; 2026Q1: 1,436,662 shares 1,436,662 $14.4M 0.01% -190,660 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,411 shares; 2024Q4: 92,123 shares; 2025Q1: 90,537 shares; 2025Q2: 91,839 shares; 2025Q3: 91,399 shares; 2025Q4: 90,987 shares; 2026Q1: 91,545 shares 91,545 $14.4M 0.01% +558 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,121 shares; 2024Q4: 60,907 shares; 2025Q1: 61,909 shares; 2025Q2: 45,460 shares; 2025Q3: 40,478 shares; 2025Q4: 34,189 shares; 2026Q1: 30,865 shares 30,865 $14.3M 0.01% -3,324 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,974 shares; 2024Q4: 38,542 shares; 2025Q1: 65,458 shares; 2025Q2: 65,706 shares; 2025Q3: 68,192 shares; 2025Q4: 82,245 shares; 2026Q1: 65,232 shares 65,232 $14.3M 0.01% -17,013 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956,486 shares; 2024Q4: 1,956,844 shares; 2025Q1: 1,886,203 shares; 2025Q2: 1,840,532 shares; 2025Q3: 1,820,163 shares; 2025Q4: 1,786,592 shares; 2026Q1: 839,497 shares 839,497 $14.2M 0.01% -947,095 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,376 shares; 2024Q4: 535,600 shares; 2025Q1: 367,378 shares; 2025Q2: 377,635 shares; 2025Q3: 380,224 shares; 2025Q4: 388,159 shares; 2026Q1: 386,730 shares 386,730 $14.2M 0.01% -1,429 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,703 shares; 2024Q4: 91,293 shares; 2025Q1: 94,563 shares; 2025Q2: 99,261 shares; 2025Q3: 101,953 shares; 2025Q4: 97,686 shares; 2026Q1: 96,984 shares 96,984 $14.2M 0.01% -702 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: 169,567 shares; 2024Q4: 195,573 shares; 2025Q1: 278,978 shares; 2025Q2: 263,559 shares; 2025Q3: 287,635 shares; 2025Q4: 243,334 shares; 2026Q1: 252,098 shares 252,098 $14.2M 0.01% +8,764 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,482 shares; 2024Q4: 687,476 shares; 2025Q1: 607,154 shares; 2025Q2: 628,783 shares; 2025Q3: 531,328 shares; 2025Q4: 540,563 shares; 2026Q1: 542,729 shares 542,729 $14.1M 0.01% +2,166 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,600 shares; 2024Q4: 272,052 shares; 2025Q1: 275,472 shares; 2025Q2: 365,524 shares; 2025Q3: 272,291 shares; 2025Q4: 272,288 shares; 2026Q1: 212,421 shares 212,421 $14.1M 0.01% -59,867 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,002 shares; 2024Q4: 382,713 shares; 2025Q1: 390,332 shares; 2025Q2: 377,295 shares; 2025Q3: 301,231 shares; 2025Q4: 308,640 shares; 2026Q1: 276,749 shares 276,749 $14.1M 0.01% -31,891 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,223 shares; 2024Q4: 306,001 shares; 2025Q1: 309,109 shares; 2025Q2: 322,535 shares; 2025Q3: 359,972 shares; 2025Q4: 372,991 shares; 2026Q1: 344,679 shares 344,679 $14.1M 0.01% -28,312 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,023 shares; 2024Q4: 37,908 shares; 2025Q1: 52,426 shares; 2025Q2: 64,659 shares; 2025Q3: 203,145 shares; 2025Q4: 231,817 shares; 2026Q1: 313,290 shares 313,290 $14M 0.01% +81,473 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,723 shares; 2024Q4: 632,591 shares; 2025Q1: 829,436 shares; 2025Q2: 581,544 shares; 2025Q3: 582,788 shares; 2025Q4: 552,053 shares; 2026Q1: 555,911 shares 555,911 $14M 0.01% +3,858 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 76,336 shares; 2025Q3: 72,374 shares; 2025Q4: 146,550 shares; 2026Q1: 219,662 shares 219,662 $13.9M 0.01% +73,112 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,434 shares; 2024Q4: 25,260 shares; 2025Q1: 37,300 shares; 2025Q2: 64,770 shares; 2025Q3: 293,448 shares; 2025Q4: 320,492 shares; 2026Q1: 562,144 shares 562,144 $13.9M 0.01% +241,652 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,918 shares; 2024Q4: 9,332 shares; 2025Q1: 64,468 shares; 2025Q2: 71,725 shares; 2025Q3: 81,410 shares; 2025Q4: 90,939 shares; 2026Q1: 91,207 shares 91,207 $13.9M 0.01% +268 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,924 shares; 2024Q4: 296,491 shares; 2025Q1: 346,472 shares; 2025Q2: 360,334 shares; 2025Q3: 358,142 shares; 2025Q4: 276,702 shares; 2026Q1: 195,059 shares 195,059 $13.9M 0.01% -81,643 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,082 shares; 2024Q4: 30,845 shares; 2025Q1: 415,766 shares; 2025Q2: 414,630 shares; 2025Q3: 376,815 shares; 2025Q4: 306,784 shares; 2026Q1: 466,517 shares 466,517 $13.9M 0.01% +159,733 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: 34,377 shares; 2024Q4: 42,648 shares; 2025Q1: 42,236 shares; 2025Q2: 45,577 shares; 2025Q3: 51,938 shares; 2025Q4: 60,446 shares; 2026Q1: 68,981 shares 68,981 $13.9M 0.01% +8,535 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: 550,995 shares; 2024Q4: 638,793 shares; 2025Q1: 690,898 shares; 2025Q2: 663,112 shares; 2025Q3: 612,527 shares; 2025Q4: 626,976 shares; 2026Q1: 750,754 shares 750,754 $13.8M 0.01% +123,778 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: 71,767 shares; 2024Q4: 73,987 shares; 2025Q1: 72,985 shares; 2025Q2: 80,631 shares; 2025Q3: 87,265 shares; 2025Q4: 88,763 shares; 2026Q1: 86,737 shares 86,737 $13.8M 0.01% -2,026 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,612 shares; 2024Q4: 216,276 shares; 2025Q1: 178,061 shares; 2025Q2: 225,956 shares; 2025Q3: 225,884 shares; 2025Q4: 269,607 shares; 2026Q1: 282,780 shares 282,780 $13.8M 0.01% +13,173 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,899 shares; 2024Q4: 67,727 shares; 2025Q1: 61,587 shares; 2025Q2: 71,773 shares; 2025Q3: 75,593 shares; 2025Q4: 67,669 shares; 2026Q1: 69,734 shares 69,734 $13.7M 0.01% +2,065 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,131 shares; 2024Q4: 503,796 shares; 2025Q1: 502,220 shares; 2025Q2: 486,767 shares; 2025Q3: 505,030 shares; 2025Q4: 512,257 shares; 2026Q1: 565,279 shares 565,279 $13.7M 0.01% +53,022 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,447 shares; 2024Q4: 128,938 shares; 2025Q1: 151,136 shares; 2025Q2: 168,237 shares; 2025Q3: 217,982 shares; 2025Q4: 230,142 shares; 2026Q1: 240,508 shares 240,508 $13.7M 0.01% +10,366 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775,846 shares; 2024Q4: 823,078 shares; 2025Q1: 885,566 shares; 2025Q2: 754,541 shares; 2025Q3: 783,968 shares; 2025Q4: 783,431 shares; 2026Q1: 825,089 shares 825,089 $13.7M 0.01% +41,658 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,808 shares; 2024Q4: 208,962 shares; 2025Q1: 204,296 shares; 2025Q2: 199,244 shares; 2025Q3: 193,332 shares; 2025Q4: 181,125 shares; 2026Q1: 171,358 shares 171,358 $13.7M 0.01% -9,767 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,319 shares; 2024Q4: 196,578 shares; 2025Q1: 281,825 shares; 2025Q2: 365,821 shares; 2025Q3: 307,023 shares; 2025Q4: 289,736 shares; 2026Q1: 197,234 shares 197,234 $13.7M 0.01% -92,502 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645,420 shares; 2024Q4: 678,435 shares; 2025Q1: 640,957 shares; 2025Q2: 691,621 shares; 2025Q3: 618,543 shares; 2025Q4: 586,689 shares; 2026Q1: 593,180 shares 593,180 $13.6M 0.01% +6,491 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,435 shares; 2024Q4: 75,151 shares; 2025Q1: 92,183 shares; 2025Q2: 59,250 shares; 2025Q3: 136,145 shares; 2025Q4: 256,619 shares; 2026Q1: 180,598 shares 180,598 $13.6M 0.01% -76,021 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,397 shares; 2024Q4: 118,340 shares; 2025Q1: 109,212 shares; 2025Q2: 117,146 shares; 2025Q3: 97,020 shares; 2025Q4: 92,522 shares; 2026Q1: 99,115 shares 99,115 $13.6M 0.01% +6,593 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: 55,932 shares; 2024Q4: 56,221 shares; 2025Q1: 79,947 shares; 2025Q2: 94,140 shares; 2025Q3: 91,593 shares; 2025Q4: 102,325 shares; 2026Q1: 238,312 shares 238,312 $13.6M 0.01% +135,987 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 81,449 shares; 2025Q1: 75,460 shares; 2025Q2: 114,145 shares; 2025Q3: 196,589 shares; 2025Q4: 267,486 shares; 2026Q1: 357,112 shares 357,112 $13.6M 0.01% +89,626 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: 82,301 shares; 2024Q4: 81,782 shares; 2025Q1: 80,839 shares; 2025Q2: 79,003 shares; 2025Q3: 76,043 shares; 2025Q4: 75,217 shares; 2026Q1: 75,234 shares 75,234 $13.5M 0.01% +17 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333,626 shares; 2024Q4: 1,420,813 shares; 2025Q1: 1,543,646 shares; 2025Q2: 1,589,527 shares; 2025Q3: 1,621,772 shares; 2025Q4: 791,794 shares; 2026Q1: 693,481 shares 693,481 $13.5M 0.01% -98,313 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,018 shares; 2025Q2: 179,979 shares; 2025Q3: 297,266 shares; 2025Q4: 321,013 shares; 2026Q1: 347,217 shares 347,217 $13.5M 0.01% +26,204 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,728 shares; 2024Q4: 68,954 shares; 2025Q1: 104,474 shares; 2025Q2: 291,056 shares; 2025Q3: 296,062 shares; 2025Q4: 307,488 shares; 2026Q1: 342,792 shares 342,792 $13.5M 0.01% +35,304 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,499 shares; 2024Q4: 107,940 shares; 2025Q1: 118,507 shares; 2025Q2: 123,059 shares; 2025Q3: 122,965 shares; 2025Q4: 120,102 shares; 2026Q1: 121,668 shares 121,668 $13.5M 0.01% +1,566 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,987 shares; 2024Q4: 420,635 shares; 2025Q1: 542,739 shares; 2025Q2: 518,211 shares; 2025Q3: 206,042 shares; 2025Q4: 176,689 shares; 2026Q1: 167,550 shares 167,550 $13.5M 0.01% -9,139 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,634 shares; 2024Q4: 23,709 shares; 2025Q1: 68,183 shares; 2025Q2: 74,767 shares; 2025Q3: 89,456 shares; 2025Q4: 97,630 shares; 2026Q1: 92,619 shares 92,619 $13.5M 0.01% -5,011 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,232 shares; 2024Q4: 231,195 shares; 2025Q1: 242,512 shares; 2025Q2: 244,760 shares; 2025Q3: 147,642 shares; 2025Q4: 123,490 shares; 2026Q1: 99,316 shares 99,316 $13.4M 0.01% -24,174 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,213 shares; 2024Q4: 33,417 shares; 2025Q1: 34,061 shares; 2025Q2: 36,470 shares; 2025Q3: 36,033 shares; 2025Q4: 31,378 shares; 2026Q1: 39,236 shares 39,236 $13.4M 0.01% +7,858 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,813 shares; 2024Q4: 48,438 shares; 2025Q1: 58,664 shares; 2025Q2: 40,997 shares; 2025Q3: 60,077 shares; 2025Q4: 59,278 shares; 2026Q1: 62,159 shares 62,159 $13.4M 0.01% +2,881 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: 153,638 shares; 2024Q4: 156,669 shares; 2025Q1: 87,359 shares; 2025Q2: 90,106 shares; 2025Q3: 130,645 shares; 2025Q4: 114,164 shares; 2026Q1: 133,420 shares 133,420 $13.4M 0.01% +19,256 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,243 shares; 2024Q4: 40,366 shares; 2025Q1: 37,403 shares; 2025Q2: 39,699 shares; 2025Q3: 39,232 shares; 2025Q4: 39,793 shares; 2026Q1: 39,329 shares 39,329 $13.3M 0.01% -464 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 7,494 shares; 2025Q1: 7,130 shares; 2025Q2: 7,742 shares; 2025Q3: 7,708 shares; 2025Q4: 28,732 shares; 2026Q1: 28,027 shares 28,027 $13.3M 0.01% -705 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: 22,234 shares; 2024Q4: 21,933 shares; 2025Q1: 18,998 shares; 2025Q2: 20,049 shares; 2025Q3: 23,648 shares; 2025Q4: 60,090 shares; 2026Q1: 61,377 shares 61,377 $13.3M 0.01% +1,287 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,591 shares; 2026Q1: 115,205 shares 115,205 $13.3M 0.01% -12,386 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,974 shares; 2024Q4: 526,679 shares; 2025Q1: 515,610 shares; 2025Q2: 619,632 shares; 2025Q3: 615,875 shares; 2025Q4: 573,934 shares; 2026Q1: 558,088 shares 558,088 $13.3M 0.01% -15,846 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,763 shares; 2024Q4: 263,283 shares; 2025Q1: 245,529 shares; 2025Q2: 244,497 shares; 2025Q3: 256,456 shares; 2025Q4: 289,366 shares; 2026Q1: 289,817 shares 289,817 $13.3M 0.01% +451 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: 99,279 shares; 2024Q4: 97,547 shares; 2025Q1: 101,925 shares; 2025Q2: 98,606 shares; 2025Q3: 99,974 shares; 2025Q4: 53,252 shares; 2026Q1: 65,308 shares 65,308 $13.2M 0.01% +12,056 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,512 shares; 2024Q4: 57,522 shares; 2025Q1: 64,407 shares; 2025Q2: 57,661 shares; 2025Q3: 70,884 shares; 2025Q4: 72,272 shares; 2026Q1: 75,580 shares 75,580 $13.2M 0.01% +3,308 Timeline ESGD 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: 115,250 shares; 2024Q4: 115,705 shares; 2025Q1: 118,456 shares; 2025Q2: 118,373 shares; 2025Q3: 124,669 shares; 2025Q4: 126,277 shares; 2026Q1: 137,504 shares 137,504 $13.1M 0.01% +11,227 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,423 shares; 2024Q4: 470,386 shares; 2025Q1: 569,796 shares; 2025Q2: 624,783 shares; 2025Q3: 639,962 shares; 2025Q4: 660,040 shares; 2026Q1: 685,546 shares 685,546 $13.1M 0.01% +25,506 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,805 shares; 2024Q4: 52,659 shares; 2025Q1: 99,044 shares; 2025Q2: 105,678 shares; 2025Q3: 92,846 shares; 2025Q4: 104,410 shares; 2026Q1: 110,582 shares 110,582 $13.1M 0.01% +6,172 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,407 shares; 2025Q1: 1,824 shares; 2025Q2: 12,375 shares; 2025Q3: 12,977 shares; 2025Q4: 12,948 shares; 2026Q1: 67,194 shares 67,194 $13.1M 0.01% +54,246 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: 1,127,337 shares; 2024Q4: 1,153,023 shares; 2025Q1: 219,393 shares; 2025Q2: 254,106 shares; 2025Q3: 337,224 shares; 2025Q4: 709,542 shares; 2026Q1: 563,068 shares 563,068 $13.1M 0.01% -146,474 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,420 shares; 2024Q4: 81,441 shares; 2025Q1: 72,762 shares; 2025Q2: 65,240 shares; 2025Q3: 62,998 shares; 2025Q4: 68,469 shares; 2026Q1: 59,036 shares 59,036 $13.1M 0.01% -9,433 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,863 shares; 2024Q4: 61,466 shares; 2025Q1: 56,020 shares; 2025Q2: 60,357 shares; 2025Q3: 58,894 shares; 2025Q4: 76,046 shares; 2026Q1: 68,799 shares 68,799 $13M 0.01% -7,247 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: 236,825 shares; 2025Q3: 236,506 shares; 2025Q4: 247,165 shares; 2026Q1: 254,933 shares 254,933 $13M 0.01% +7,768 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,610 shares; 2024Q4: 397,761 shares; 2025Q1: 789,662 shares; 2025Q2: 785,034 shares; 2025Q3: 778,516 shares; 2025Q4: 931,391 shares; 2026Q1: 1,012,706 shares 1,012,706 $13M 0.01% +81,315 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,582 shares; 2024Q4: 124,478 shares; 2025Q1: 126,739 shares; 2025Q2: 184,737 shares; 2025Q3: 181,785 shares; 2025Q4: 181,387 shares; 2026Q1: 180,920 shares 180,920 $13M 0.01% -467 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,213 shares; 2024Q4: not reported; 2025Q1: 47,745 shares; 2025Q2: 16,479 shares; 2025Q3: 135,723 shares; 2025Q4: 248,205 shares; 2026Q1: 409,945 shares 409,945 $12.9M 0.01% +161,740 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,030 shares; 2024Q4: 378,315 shares; 2025Q1: 656,404 shares; 2025Q2: 662,933 shares; 2025Q3: 802,587 shares; 2025Q4: 643,610 shares; 2026Q1: 672,918 shares 672,918 $12.9M 0.01% +29,308 Timeline SLQD 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: 213,906 shares; 2024Q4: 218,753 shares; 2025Q1: 230,629 shares; 2025Q2: 225,505 shares; 2025Q3: 229,207 shares; 2025Q4: 228,232 shares; 2026Q1: 255,739 shares 255,739 $12.9M 0.01% +27,507 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,518 shares; 2025Q4: 54,661 shares; 2026Q1: 51,362 shares 51,362 $12.9M 0.01% -3,299 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,653 shares; 2024Q4: 42,058 shares; 2025Q1: 40,290 shares; 2025Q2: 41,234 shares; 2025Q3: 41,768 shares; 2025Q4: 43,920 shares; 2026Q1: 77,419 shares 77,419 $12.9M 0.01% +33,499 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,864 shares; 2024Q4: 34,003 shares; 2025Q1: 37,748 shares; 2025Q2: 38,789 shares; 2025Q3: 49,757 shares; 2025Q4: 31,914 shares; 2026Q1: 74,984 shares 74,984 $12.9M 0.01% +43,070 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,279 shares; 2024Q4: 61,191 shares; 2025Q1: 57,673 shares; 2025Q2: 60,878 shares; 2025Q3: 55,489 shares; 2025Q4: 62,344 shares; 2026Q1: 65,762 shares 65,762 $12.8M 0.01% +3,418 Timeline CFO 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: 190,895 shares; 2024Q4: 188,258 shares; 2025Q1: 196,956 shares; 2025Q2: 204,105 shares; 2025Q3: 168,605 shares; 2025Q4: 169,304 shares; 2026Q1: 173,033 shares 173,033 $12.8M 0.01% +3,729 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,379 shares; 2024Q4: 10,141 shares; 2025Q1: 34,784 shares; 2025Q2: 52,798 shares; 2025Q3: 35,637 shares; 2025Q4: 40,524 shares; 2026Q1: 45,531 shares 45,531 $12.8M 0.01% +5,007 Timeline OBIL 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: 442,432 shares; 2024Q4: 320,861 shares; 2025Q1: 297,860 shares; 2025Q2: 251,435 shares; 2025Q3: 292,933 shares; 2025Q4: 304,040 shares; 2026Q1: 254,576 shares 254,576 $12.7M 0.01% -49,464 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,811 shares; 2024Q4: 167,628 shares; 2025Q1: 163,105 shares; 2025Q2: 166,419 shares; 2025Q3: 183,439 shares; 2025Q4: 154,008 shares; 2026Q1: 157,427 shares 157,427 $12.7M 0.01% +3,419 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,890 shares; 2024Q4: 116,515 shares; 2025Q1: 122,822 shares; 2025Q2: 133,813 shares; 2025Q3: 123,375 shares; 2025Q4: 117,067 shares; 2026Q1: 112,547 shares 112,547 $12.7M 0.01% -4,520 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,776 shares; 2024Q4: 174,757 shares; 2025Q1: 220,310 shares; 2025Q2: 254,332 shares; 2025Q3: 224,730 shares; 2025Q4: 224,544 shares; 2026Q1: 249,208 shares 249,208 $12.7M 0.01% +24,664 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,292 shares; 2024Q4: 136,824 shares; 2025Q1: 163,162 shares; 2025Q2: 164,716 shares; 2025Q3: 164,489 shares; 2025Q4: 163,343 shares; 2026Q1: 173,204 shares 173,204 $12.6M 0.01% +9,861 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,985 shares; 2024Q4: 386,560 shares; 2025Q1: 405,910 shares; 2025Q2: 407,117 shares; 2025Q3: 422,343 shares; 2025Q4: 444,883 shares; 2026Q1: 252,166 shares 252,166 $12.5M 0.01% -192,717 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,839 shares; 2024Q4: 293,964 shares; 2025Q1: 186,069 shares; 2025Q2: 175,270 shares; 2025Q3: 177,648 shares; 2025Q4: 164,374 shares; 2026Q1: 159,133 shares 159,133 $12.5M 0.01% -5,241 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: 36,017 shares; 2024Q4: 35,113 shares; 2025Q1: 33,992 shares; 2025Q2: 43,104 shares; 2025Q3: 41,659 shares; 2025Q4: 37,841 shares; 2026Q1: 35,621 shares 35,621 $12.5M 0.01% -2,220 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609,798 shares; 2024Q4: 1,288,626 shares; 2025Q1: 1,098,907 shares; 2025Q2: 1,239,794 shares; 2025Q3: 1,232,946 shares; 2025Q4: 1,190,600 shares; 2026Q1: 923,786 shares 923,786 $12.5M 0.01% -266,814 Timeline SCHI 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: 148,390 shares; 2024Q4: 311,753 shares; 2025Q1: 287,972 shares; 2025Q2: 461,669 shares; 2025Q3: 505,425 shares; 2025Q4: 543,940 shares; 2026Q1: 550,093 shares 550,093 $12.5M 0.01% +6,153 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,904 shares; 2024Q4: 42,555 shares; 2025Q1: 42,866 shares; 2025Q2: 40,119 shares; 2025Q3: 41,832 shares; 2025Q4: 58,964 shares; 2026Q1: 58,153 shares 58,153 $12.5M 0.01% -811 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,844 shares; 2024Q4: 454,150 shares; 2025Q1: 462,908 shares; 2025Q2: 499,774 shares; 2025Q3: 545,949 shares; 2025Q4: 561,888 shares; 2026Q1: 425,164 shares 425,164 $12.4M 0.01% -136,724 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,854 shares; 2024Q4: 26,880 shares; 2025Q1: 35,237 shares; 2025Q2: 54,002 shares; 2025Q3: 69,860 shares; 2025Q4: 69,238 shares; 2026Q1: 75,702 shares 75,702 $12.4M 0.01% +6,464 Timeline IBTI 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: 1,024,921 shares; 2024Q4: 738,507 shares; 2025Q1: 142,439 shares; 2025Q2: 153,765 shares; 2025Q3: 501,462 shares; 2025Q4: 556,658 shares; 2026Q1: 554,901 shares 554,901 $12.4M 0.01% -1,757 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,277 shares; 2024Q4: 895,760 shares; 2025Q1: 900,783 shares; 2025Q2: 896,225 shares; 2025Q3: 795,791 shares; 2025Q4: 771,509 shares; 2026Q1: 733,172 shares 733,172 $12.4M 0.01% -38,337 Timeline OIH 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: 7,480 shares; 2024Q4: 7,238 shares; 2025Q1: 6,781 shares; 2025Q2: 6,768 shares; 2025Q3: 7,561 shares; 2025Q4: 29,974 shares; 2026Q1: 30,545 shares 30,545 $12.3M 0.01% +571 Timeline WCMI 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: 14,290 shares; 2025Q2: 52,027 shares; 2025Q3: 302,645 shares; 2025Q4: 625,744 shares; 2026Q1: 728,925 shares 728,925 $12.2M 0.01% +103,181 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837,291 shares; 2024Q4: 961,174 shares; 2025Q1: 1,028,662 shares; 2025Q2: 1,051,652 shares; 2025Q3: 1,009,337 shares; 2025Q4: 1,022,793 shares; 2026Q1: 1,088,329 shares 1,088,329 $12.2M 0.01% +65,536 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: 152,663 shares; 2024Q4: 185,819 shares; 2025Q1: 154,549 shares; 2025Q2: 155,962 shares; 2025Q3: 157,568 shares; 2025Q4: 150,231 shares; 2026Q1: 143,566 shares 143,566 $12.2M 0.01% -6,665 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: 108,034 shares; 2024Q4: 103,942 shares; 2025Q1: 103,813 shares; 2025Q2: 106,991 shares; 2025Q3: 102,936 shares; 2025Q4: 101,572 shares; 2026Q1: 99,748 shares 99,748 $12.2M 0.01% -1,824 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,791 shares; 2024Q4: 28,634 shares; 2025Q1: 28,754 shares; 2025Q2: 30,173 shares; 2025Q3: 29,725 shares; 2025Q4: 28,945 shares; 2026Q1: 22,342 shares 22,342 $12.1M 0.01% -6,603 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,852 shares; 2024Q4: 94,768 shares; 2025Q1: 90,623 shares; 2025Q2: 89,508 shares; 2025Q3: 88,872 shares; 2025Q4: 83,181 shares; 2026Q1: 156,055 shares 156,055 $12M 0.01% +72,874 Timeline HYLS 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: 164,262 shares; 2024Q4: 174,595 shares; 2025Q1: 197,719 shares; 2025Q2: 239,113 shares; 2025Q3: 339,145 shares; 2025Q4: 340,559 shares; 2026Q1: 296,318 shares 296,318 $12M 0.01% -44,241 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,416 shares; 2024Q4: 176,613 shares; 2025Q1: 200,943 shares; 2025Q2: 261,437 shares; 2025Q3: 263,675 shares; 2025Q4: 210,168 shares; 2026Q1: 241,524 shares 241,524 $12M 0.01% +31,356 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,511 shares; 2024Q4: 101,716 shares; 2025Q1: 191,503 shares; 2025Q2: 224,464 shares; 2025Q3: 248,091 shares; 2025Q4: 287,830 shares; 2026Q1: 262,439 shares 262,439 $12M 0.01% -25,391 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,151 shares; 2025Q2: 92,541 shares; 2025Q3: 177,330 shares; 2025Q4: 235,070 shares; 2026Q1: 292,506 shares 292,506 $12M 0.01% +57,436 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,776 shares; 2024Q4: 176,210 shares; 2025Q1: 112,307 shares; 2025Q2: 135,174 shares; 2025Q3: 126,088 shares; 2025Q4: 141,411 shares; 2026Q1: 136,491 shares 136,491 $12M 0.01% -4,920 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,472 shares; 2024Q4: 121,841 shares; 2025Q1: 121,582 shares; 2025Q2: 189,372 shares; 2025Q3: 204,120 shares; 2025Q4: 135,225 shares; 2026Q1: 115,282 shares 115,282 $11.9M 0.01% -19,943 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 9,590 shares; 2025Q1: 9,841 shares; 2025Q2: 23,125 shares; 2025Q3: 11,447 shares; 2025Q4: 7,122 shares; 2026Q1: 16,835 shares 16,835 $11.8M 0.01% +9,713 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,173 shares; 2024Q4: 565,233 shares; 2025Q1: 562,265 shares; 2025Q2: 602,562 shares; 2025Q3: 963,297 shares; 2025Q4: 999,826 shares; 2026Q1: 1,043,366 shares 1,043,366 $11.8M 0.01% +43,540 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,702 shares; 2024Q4: 56,385 shares; 2025Q1: 52,672 shares; 2025Q2: 52,255 shares; 2025Q3: 48,726 shares; 2025Q4: 48,701 shares; 2026Q1: 46,951 shares 46,951 $11.7M 0.01% -1,750 Timeline IJJ 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: 115,112 shares; 2024Q4: 109,172 shares; 2025Q1: 109,127 shares; 2025Q2: 103,037 shares; 2025Q3: 99,657 shares; 2025Q4: 94,759 shares; 2026Q1: 88,520 shares 88,520 $11.7M 0.01% -6,239 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: 65,951 shares; 2024Q4: 56,860 shares; 2025Q1: 35,862 shares; 2025Q2: 100,953 shares; 2025Q3: 106,803 shares; 2025Q4: 101,773 shares; 2026Q1: 134,942 shares 134,942 $11.7M 0.01% +33,169 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,838 shares; 2024Q4: 203,179 shares; 2025Q1: 223,723 shares; 2025Q2: 255,169 shares; 2025Q3: 263,609 shares; 2025Q4: 283,606 shares; 2026Q1: 298,420 shares 298,420 $11.7M 0.01% +14,814 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 8,047 shares; 2025Q1: 8,945 shares; 2025Q2: 10,182 shares; 2025Q3: 11,313 shares; 2025Q4: 15,730 shares; 2026Q1: 21,551 shares 21,551 $11.7M 0.01% +5,821 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336,642 shares; 2025Q2: 572,893 shares; 2025Q3: 694,925 shares; 2025Q4: 606,952 shares; 2026Q1: 743,055 shares 743,055 $11.7M 0.01% +136,103 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,120 shares; 2024Q4: 86,209 shares; 2025Q1: 92,987 shares; 2025Q2: 90,823 shares; 2025Q3: 87,451 shares; 2025Q4: 88,793 shares; 2026Q1: 90,925 shares 90,925 $11.7M 0.01% +2,132 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,235 shares; 2025Q2: 135,458 shares; 2025Q3: 195,365 shares; 2025Q4: 277,840 shares; 2026Q1: 392,301 shares 392,301 $11.7M 0.01% +114,461 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,666 shares; 2024Q4: 435,141 shares; 2025Q1: 401,782 shares; 2025Q2: 454,019 shares; 2025Q3: 508,924 shares; 2025Q4: 554,290 shares; 2026Q1: 628,550 shares 628,550 $11.6M 0.01% +74,260 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778,068 shares; 2024Q4: 846,901 shares; 2025Q1: 723,195 shares; 2025Q2: 755,478 shares; 2025Q3: 784,172 shares; 2025Q4: 786,877 shares; 2026Q1: 768,114 shares 768,114 $11.5M 0.01% -18,763 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,010 shares; 2024Q4: 131,151 shares; 2025Q1: 152,445 shares; 2025Q2: 159,621 shares; 2025Q3: 192,477 shares; 2025Q4: 205,867 shares; 2026Q1: 225,937 shares 225,937 $11.5M 0.01% +20,070 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: 58,854 shares; 2024Q4: 309,474 shares; 2025Q1: 10,915 shares; 2025Q2: 30,307 shares; 2025Q3: 30,605 shares; 2025Q4: 366,042 shares; 2026Q1: 179,131 shares 179,131 $11.5M 0.01% -186,911 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: 424,181 shares; 2024Q4: 382,948 shares; 2025Q1: 296,096 shares; 2025Q2: 270,843 shares; 2025Q3: 268,340 shares; 2025Q4: 257,887 shares; 2026Q1: 285,217 shares 285,217 $11.4M 0.01% +27,330 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,548 shares; 2024Q4: 169,641 shares; 2025Q1: 172,319 shares; 2025Q2: 224,950 shares; 2025Q3: 189,391 shares; 2025Q4: 189,196 shares; 2026Q1: 186,427 shares 186,427 $11.4M 0.01% -2,769 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,547 shares; 2024Q4: 370,980 shares; 2025Q1: 193,482 shares; 2025Q2: 194,108 shares; 2025Q3: 180,039 shares; 2025Q4: 167,138 shares; 2026Q1: 151,050 shares 151,050 $11.4M 0.01% -16,088 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: 623,360 shares; 2024Q4: 1,122,786 shares; 2025Q1: 1,181,385 shares; 2025Q2: 1,109,947 shares; 2025Q3: 1,053,871 shares; 2025Q4: 997,529 shares; 2026Q1: 1,081,095 shares 1,081,095 $11.4M 0.01% +83,566 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: 24,837 shares; 2024Q4: 23,790 shares; 2025Q1: 22,831 shares; 2025Q2: 57,293 shares; 2025Q3: 62,138 shares; 2025Q4: 54,949 shares; 2026Q1: 56,285 shares 56,285 $11.4M 0.01% +1,336 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,475 shares; 2025Q1: 3,864 shares; 2025Q2: 4,204 shares; 2025Q3: 4,270 shares; 2025Q4: 4,019 shares; 2026Q1: 3,351 shares 3,351 $11.3M 0.01% -668 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177,480 shares; 2024Q4: 826,995 shares; 2025Q1: 694,656 shares; 2025Q2: 699,943 shares; 2025Q3: 690,232 shares; 2025Q4: 771,803 shares; 2026Q1: 784,265 shares 784,265 $11.3M 0.01% +12,462 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,527 shares; 2024Q4: 39,786 shares; 2025Q1: 41,125 shares; 2025Q2: 91,816 shares; 2025Q3: 89,164 shares; 2025Q4: 77,905 shares; 2026Q1: 113,153 shares 113,153 $11.2M 0.01% +35,248 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,258 shares; 2024Q4: 203,671 shares; 2025Q1: 216,953 shares; 2025Q2: 228,520 shares; 2025Q3: 268,094 shares; 2025Q4: 310,926 shares; 2026Q1: 333,259 shares 333,259 $11.2M 0.01% +22,333 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,264 shares; 2024Q4: 137,458 shares; 2025Q1: 113,683 shares; 2025Q2: 67,206 shares; 2025Q3: 62,409 shares; 2025Q4: 54,861 shares; 2026Q1: 78,914 shares 78,914 $11.1M 0.01% +24,053 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,135 shares; 2024Q4: 135,252 shares; 2025Q1: 136,253 shares; 2025Q2: 222,906 shares; 2025Q3: 148,674 shares; 2025Q4: 146,416 shares; 2026Q1: 122,364 shares 122,364 $11.1M 0.01% -24,052 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,760 shares; 2024Q4: 213,512 shares; 2025Q1: 228,205 shares; 2025Q2: 261,654 shares; 2025Q3: 275,072 shares; 2025Q4: 279,965 shares; 2026Q1: 254,031 shares 254,031 $11.1M 0.01% -25,934 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,348 shares; 2024Q4: 178,819 shares; 2025Q1: 353,450 shares; 2025Q2: 376,448 shares; 2025Q3: 350,367 shares; 2025Q4: 336,820 shares; 2026Q1: 340,521 shares 340,521 $11.1M 0.01% +3,701 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,596 shares; 2024Q4: 107,531 shares; 2025Q1: 77,071 shares; 2025Q2: 75,550 shares; 2025Q3: 75,337 shares; 2025Q4: 74,855 shares; 2026Q1: 67,204 shares 67,204 $11.1M 0.01% -7,651 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,673 shares; 2024Q4: 442,067 shares; 2025Q1: 426,982 shares; 2025Q2: 471,176 shares; 2025Q3: 469,304 shares; 2025Q4: 532,736 shares; 2026Q1: 559,790 shares 559,790 $11.1M 0.01% +27,054 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,290 shares; 2024Q4: 16,785 shares; 2025Q1: 16,280 shares; 2025Q2: 39,815 shares; 2025Q3: 112,873 shares; 2025Q4: 302,780 shares; 2026Q1: 397,887 shares 397,887 $11M 0.01% +95,107 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,054 shares; 2024Q4: 94,164 shares; 2025Q1: 95,196 shares; 2025Q2: 94,944 shares; 2025Q3: 133,917 shares; 2025Q4: 199,673 shares; 2026Q1: 198,109 shares 198,109 $11M 0.01% -1,564 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,143 shares; 2024Q4: 70,220 shares; 2025Q1: 69,888 shares; 2025Q2: 882,721 shares; 2025Q3: 874,799 shares; 2025Q4: 485,483 shares; 2026Q1: 127,164 shares 127,164 $11M 0.01% -358,319 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,568 shares; 2024Q4: 115,034 shares; 2025Q1: 112,403 shares; 2025Q2: 113,683 shares; 2025Q3: 106,965 shares; 2025Q4: 93,868 shares; 2026Q1: 133,250 shares 133,250 $10.9M 0.01% +39,382 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: 302,641 shares; 2024Q4: 309,509 shares; 2025Q1: 324,201 shares; 2025Q2: 323,026 shares; 2025Q3: 255,782 shares; 2025Q4: 254,181 shares; 2026Q1: 249,529 shares 249,529 $10.9M 0.01% -4,652 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,599 shares; 2024Q4: 37,823 shares; 2025Q1: 42,924 shares; 2025Q2: 43,026 shares; 2025Q3: 35,903 shares; 2025Q4: 35,158 shares; 2026Q1: 32,756 shares 32,756 $10.9M 0.01% -2,402 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,252 shares; 2024Q4: 104,049 shares; 2025Q1: 102,432 shares; 2025Q2: 133,166 shares; 2025Q3: 144,218 shares; 2025Q4: 173,481 shares; 2026Q1: 159,438 shares 159,438 $10.9M 0.01% -14,043 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,463 shares; 2024Q4: 225,801 shares; 2025Q1: 203,777 shares; 2025Q2: 251,728 shares; 2025Q3: 191,799 shares; 2025Q4: 183,679 shares; 2026Q1: 149,154 shares 149,154 $10.9M 0.01% -34,525 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,321 shares; 2024Q4: 195,694 shares; 2025Q1: 339,860 shares; 2025Q2: 270,373 shares; 2025Q3: 406,138 shares; 2025Q4: 363,676 shares; 2026Q1: 369,642 shares 369,642 $10.9M 0.01% +5,966 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,507 shares; 2024Q4: 344,884 shares; 2025Q1: 570,375 shares; 2025Q2: 564,230 shares; 2025Q3: 408,814 shares; 2025Q4: 418,342 shares; 2026Q1: 453,481 shares 453,481 $10.9M 0.01% +35,139 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,554 shares; 2024Q4: 25,671 shares; 2025Q1: 32,140 shares; 2025Q2: 37,752 shares; 2025Q3: 37,028 shares; 2025Q4: 34,006 shares; 2026Q1: 39,612 shares 39,612 $10.8M 0.01% +5,606 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,187 shares; 2024Q4: 85,808 shares; 2025Q1: 83,525 shares; 2025Q2: 83,098 shares; 2025Q3: 93,178 shares; 2025Q4: 80,883 shares; 2026Q1: 82,129 shares 82,129 $10.8M 0.01% +1,246 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,839 shares; 2024Q4: 348,948 shares; 2025Q1: 362,746 shares; 2025Q2: 382,977 shares; 2025Q3: 413,210 shares; 2025Q4: 416,985 shares; 2026Q1: 416,009 shares 416,009 $10.8M 0.01% -976 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,330 shares; 2024Q4: 58,216 shares; 2025Q1: 65,208 shares; 2025Q2: 115,048 shares; 2025Q3: 119,059 shares; 2025Q4: 116,306 shares; 2026Q1: 73,416 shares 73,416 $10.7M 0.01% -42,890 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,841 shares; 2024Q4: 224,444 shares; 2025Q1: 224,338 shares; 2025Q2: 225,554 shares; 2025Q3: 245,974 shares; 2025Q4: 242,922 shares; 2026Q1: 240,593 shares 240,593 $10.7M 0.01% -2,329 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: 7,287 shares; 2024Q4: 8,163 shares; 2025Q1: 7,591 shares; 2025Q2: 7,878 shares; 2025Q3: 8,452 shares; 2025Q4: 8,973 shares; 2026Q1: 9,272 shares 9,272 $10.7M 0.01% +299 IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,942 shares; 2024Q4: 26,920 shares; 2025Q1: 26,821 shares; 2025Q2: 28,258 shares; 2025Q3: 27,704 shares; 2025Q4: 30,960 shares; 2026Q1: 28,831 shares 28,831 $10.7M 0.01% -2,129 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,343 shares; 2024Q4: 396,893 shares; 2025Q1: 391,768 shares; 2025Q2: 374,795 shares; 2025Q3: 373,176 shares; 2025Q4: 372,180 shares; 2026Q1: 371,596 shares 371,596 $10.7M 0.01% -584 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: 18,633 shares; 2025Q1: 15,217 shares; 2025Q2: 13,513 shares; 2025Q3: 14,845 shares; 2025Q4: 13,483 shares; 2026Q1: 63,101 shares 63,101 $10.7M 0.01% +49,618 Timeline FXU 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: 91,381 shares; 2024Q4: 93,731 shares; 2025Q1: 233,736 shares; 2025Q2: 328,906 shares; 2025Q3: 312,872 shares; 2025Q4: 326,539 shares; 2026Q1: 214,746 shares 214,746 $10.6M 0.01% -111,793 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,952 shares; 2024Q4: 114,165 shares; 2025Q1: 115,444 shares; 2025Q2: 117,378 shares; 2025Q3: 117,594 shares; 2025Q4: 116,491 shares; 2026Q1: 124,878 shares 124,878 $10.6M 0.01% +8,387 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,144 shares; 2024Q4: 117,528 shares; 2025Q1: 112,799 shares; 2025Q2: 72,557 shares; 2025Q3: 82,852 shares; 2025Q4: 185,815 shares; 2026Q1: 212,344 shares 212,344 $10.6M 0.01% +26,529 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,133 shares; 2024Q4: 349,908 shares; 2025Q1: 403,582 shares; 2025Q2: 403,704 shares; 2025Q3: 409,562 shares; 2025Q4: 362,574 shares; 2026Q1: 401,331 shares 401,331 $10.6M 0.01% +38,757 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958,235 shares; 2024Q4: 802,778 shares; 2025Q1: 834,928 shares; 2025Q2: 789,724 shares; 2025Q3: 735,802 shares; 2025Q4: 611,506 shares; 2026Q1: 613,885 shares 613,885 $10.6M 0.01% +2,379 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: 348,248 shares; 2024Q4: 438,198 shares; 2025Q1: 391,552 shares; 2025Q2: 461,634 shares; 2025Q3: 472,138 shares; 2025Q4: 500,873 shares; 2026Q1: 485,190 shares 485,190 $10.5M 0.01% -15,683 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,885 shares; 2024Q4: 183,490 shares; 2025Q1: 288,647 shares; 2025Q2: 296,490 shares; 2025Q3: 390,698 shares; 2025Q4: 434,323 shares; 2026Q1: 504,565 shares 504,565 $10.5M 0.01% +70,242 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,274 shares; 2024Q4: 137,022 shares; 2025Q1: 39,683 shares; 2025Q2: 52,191 shares; 2025Q3: 51,479 shares; 2025Q4: 136,321 shares; 2026Q1: 75,706 shares 75,706 $10.5M 0.01% -60,615 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,455 shares; 2024Q4: 22,420 shares; 2025Q1: 7,919 shares; 2025Q2: 9,831 shares; 2025Q3: 16,278 shares; 2025Q4: 41,356 shares; 2026Q1: 54,919 shares 54,919 $10.5M 0.01% +13,563 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,427 shares; 2025Q2: 123,194 shares; 2025Q3: 193,955 shares; 2025Q4: 212,619 shares; 2026Q1: 423,578 shares 423,578 $10.5M 0.01% +210,959 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616,060 shares; 2026Q1: 553,906 shares 553,906 $10.4M 0.01% -62,154 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878,953 shares; 2024Q4: 1,006,103 shares; 2025Q1: 989,225 shares; 2025Q2: 1,074,149 shares; 2025Q3: 1,039,827 shares; 2025Q4: 1,049,059 shares; 2026Q1: 944,024 shares 944,024 $10.4M 0.01% -105,035 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,626 shares; 2024Q4: 102,278 shares; 2025Q1: 94,996 shares; 2025Q2: 90,374 shares; 2025Q3: 86,968 shares; 2025Q4: 78,780 shares; 2026Q1: 78,436 shares 78,436 $10.4M 0.01% -344 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,409 shares; 2024Q4: 287,817 shares; 2025Q1: 294,766 shares; 2025Q2: 285,635 shares; 2025Q3: 286,868 shares; 2025Q4: 263,601 shares; 2026Q1: 258,898 shares 258,898 $10.4M 0.01% -4,703 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,074 shares; 2024Q4: 431,315 shares; 2025Q1: 471,133 shares; 2025Q2: 443,443 shares; 2025Q3: 421,584 shares; 2025Q4: 446,629 shares; 2026Q1: 454,690 shares 454,690 $10.4M 0.01% +8,061 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,170 shares; 2024Q4: 44,315 shares; 2025Q1: 48,080 shares; 2025Q2: 46,462 shares; 2025Q3: 50,160 shares; 2025Q4: 61,941 shares; 2026Q1: 68,757 shares 68,757 $10.4M 0.01% +6,816 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: 10,105 shares; 2024Q4: 11,788 shares; 2025Q1: 23,312 shares; 2025Q2: 23,170 shares; 2025Q3: 23,421 shares; 2025Q4: 22,961 shares; 2026Q1: 32,329 shares 32,329 $10.4M 0.01% +9,368 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: 63,493 shares; 2024Q4: 67,120 shares; 2025Q1: 67,512 shares; 2025Q2: 71,080 shares; 2025Q3: 54,808 shares; 2025Q4: 79,455 shares; 2026Q1: 90,812 shares 90,812 $10.4M 0.01% +11,357 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,138 shares; 2024Q4: 191,769 shares; 2025Q1: 193,428 shares; 2025Q2: 197,821 shares; 2025Q3: 200,785 shares; 2025Q4: 190,167 shares; 2026Q1: 188,962 shares 188,962 $10.4M 0.01% -1,205 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121,933 shares; 2024Q4: 1,187,659 shares; 2025Q1: 1,318,690 shares; 2025Q2: 1,352,442 shares; 2025Q3: 985,658 shares; 2025Q4: 1,032,558 shares; 2026Q1: 1,197,735 shares 1,197,735 $10.4M 0.01% +165,177 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,054 shares; 2024Q4: 70,337 shares; 2025Q1: 91,800 shares; 2025Q2: 101,752 shares; 2025Q3: 128,023 shares; 2025Q4: 137,822 shares; 2026Q1: 127,901 shares 127,901 $10.3M 0.01% -9,921 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,649 shares; 2025Q1: 32,548 shares; 2025Q2: 7,508 shares; 2025Q3: 163,517 shares; 2025Q4: 169,096 shares; 2026Q1: 179,376 shares 179,376 $10.3M 0.01% +10,280 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,699 shares; 2024Q4: 58,055 shares; 2025Q1: 62,858 shares; 2025Q2: 68,928 shares; 2025Q3: 91,451 shares; 2025Q4: 97,696 shares; 2026Q1: 105,366 shares 105,366 $10.3M 0.01% +7,670 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,293 shares; 2024Q4: 111,876 shares; 2025Q1: 117,071 shares; 2025Q2: 121,138 shares; 2025Q3: 150,769 shares; 2025Q4: 144,436 shares; 2026Q1: 152,635 shares 152,635 $10.3M 0.01% +8,199 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,945 shares; 2024Q4: 20,456 shares; 2025Q1: 19,466 shares; 2025Q2: 28,375 shares; 2025Q3: 25,777 shares; 2025Q4: 24,195 shares; 2026Q1: 24,125 shares 24,125 $10.2M 0.01% -70 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: 23,377 shares; 2024Q4: 30,929 shares; 2025Q1: 42,539 shares; 2025Q2: 24,500 shares; 2025Q3: 34,990 shares; 2025Q4: 36,865 shares; 2026Q1: 34,308 shares 34,308 $10.2M 0.01% -2,557 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,384 shares; 2024Q4: 36,030 shares; 2025Q1: 37,672 shares; 2025Q2: 35,621 shares; 2025Q3: 35,459 shares; 2025Q4: 69,913 shares; 2026Q1: 70,743 shares 70,743 $10.2M 0.01% +830 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: 27,029 shares; 2024Q4: 19,746 shares; 2025Q1: 23,234 shares; 2025Q2: 22,227 shares; 2025Q3: 85,978 shares; 2025Q4: 111,635 shares; 2026Q1: 103,794 shares 103,794 $10.2M 0.01% -7,841 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,824 shares; 2024Q4: 62,637 shares; 2025Q1: 60,599 shares; 2025Q2: 61,969 shares; 2025Q3: 60,416 shares; 2025Q4: 50,350 shares; 2026Q1: 48,876 shares 48,876 $10.2M 0.01% -1,474 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,235 shares; 2024Q4: 106,421 shares; 2025Q1: 104,079 shares; 2025Q2: 104,609 shares; 2025Q3: 105,172 shares; 2025Q4: 190,819 shares; 2026Q1: 204,242 shares 204,242 $10.2M 0.01% +13,423 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,209 shares; 2024Q4: 144,926 shares; 2025Q1: 205,326 shares; 2025Q2: 208,110 shares; 2025Q3: 214,576 shares; 2025Q4: 207,820 shares; 2026Q1: 188,714 shares 188,714 $10.2M 0.01% -19,106 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,705 shares; 2024Q4: 412,493 shares; 2025Q1: 250,666 shares; 2025Q2: 232,329 shares; 2025Q3: 248,405 shares; 2025Q4: 627,025 shares; 2026Q1: 205,737 shares 205,737 $10.2M 0.01% -421,288 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,566 shares; 2024Q4: 49,127 shares; 2025Q1: 72,416 shares; 2025Q2: 101,176 shares; 2025Q3: 159,174 shares; 2025Q4: 147,242 shares; 2026Q1: 207,432 shares 207,432 $10.2M 0.01% +60,190 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,112 shares; 2024Q4: 325,059 shares; 2025Q1: 311,859 shares; 2025Q2: 284,488 shares; 2025Q3: 268,719 shares; 2025Q4: 269,535 shares; 2026Q1: 357,102 shares 357,102 $10.2M 0.01% +87,567 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,045 shares; 2024Q4: 35,621 shares; 2025Q1: 28,081 shares; 2025Q2: 28,006 shares; 2025Q3: 38,688 shares; 2025Q4: 38,133 shares; 2026Q1: 121,474 shares 121,474 $10.2M 0.01% +83,341 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: 85,120 shares; 2024Q4: 95,899 shares; 2025Q1: 74,059 shares; 2025Q2: 75,584 shares; 2025Q3: 70,150 shares; 2025Q4: 66,341 shares; 2026Q1: 63,240 shares 63,240 $10.1M 0.01% -3,101 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,091 shares; 2024Q4: 235,703 shares; 2025Q1: 267,682 shares; 2025Q2: 313,955 shares; 2025Q3: 317,364 shares; 2025Q4: 285,489 shares; 2026Q1: 285,249 shares 285,249 $10.1M 0.01% -240 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,639 shares; 2024Q4: 198,021 shares; 2025Q1: 191,271 shares; 2025Q2: 181,115 shares; 2025Q3: 180,184 shares; 2025Q4: 171,356 shares; 2026Q1: 115,524 shares 115,524 $10.1M 0.01% -55,832 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: 58,940 shares; 2024Q4: 58,954 shares; 2025Q1: 59,629 shares; 2025Q2: 52,564 shares; 2025Q3: 59,987 shares; 2025Q4: 56,904 shares; 2026Q1: 58,419 shares 58,419 $10.1M 0.01% +1,515 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,783 shares; 2024Q4: 129,755 shares; 2025Q1: 123,218 shares; 2025Q2: 118,064 shares; 2025Q3: 113,225 shares; 2025Q4: 92,308 shares; 2026Q1: 97,095 shares 97,095 $10M 0.01% +4,787 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,277 shares; 2024Q4: 208,606 shares; 2025Q1: 174,746 shares; 2025Q2: 159,077 shares; 2025Q3: 158,067 shares; 2025Q4: 152,345 shares; 2026Q1: 148,074 shares 148,074 $9.97M 0.01% -4,271 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,494 shares; 2024Q4: 161,282 shares; 2025Q1: 151,032 shares; 2025Q2: 139,491 shares; 2025Q3: 129,816 shares; 2025Q4: 113,442 shares; 2026Q1: 108,051 shares 108,051 $9.95M 0.01% -5,391 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,257 shares; 2024Q4: 106,838 shares; 2025Q1: 93,576 shares; 2025Q2: 99,420 shares; 2025Q3: 79,980 shares; 2025Q4: 117,545 shares; 2026Q1: 152,171 shares 152,171 $9.94M 0.01% +34,626 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,903 shares; 2024Q4: 193,746 shares; 2025Q1: 194,982 shares; 2025Q2: 194,699 shares; 2025Q3: 196,295 shares; 2025Q4: 198,043 shares; 2026Q1: 208,227 shares 208,227 $9.94M 0.01% +10,184 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,120 shares; 2024Q4: 212,081 shares; 2025Q1: 212,186 shares; 2025Q2: 221,278 shares; 2025Q3: 214,618 shares; 2025Q4: 220,978 shares; 2026Q1: 265,367 shares 265,367 $9.94M 0.01% +44,389 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,334 shares; 2024Q4: 456,688 shares; 2025Q1: 435,010 shares; 2025Q2: 419,346 shares; 2025Q3: 404,018 shares; 2025Q4: 354,382 shares; 2026Q1: 282,397 shares 282,397 $9.92M 0.01% -71,985 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: 288,647 shares; 2024Q4: 452,197 shares; 2025Q1: 485,233 shares; 2025Q2: 724,809 shares; 2025Q3: 674,433 shares; 2025Q4: 667,572 shares; 2026Q1: 703,066 shares 703,066 $9.91M 0.01% +35,494 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996,966 shares; 2024Q4: 1,096,063 shares; 2025Q1: 1,113,594 shares; 2025Q2: 1,103,771 shares; 2025Q3: 1,111,928 shares; 2025Q4: 1,132,105 shares; 2026Q1: 1,147,893 shares 1,147,893 $9.89M 0.01% +15,788 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,038 shares; 2024Q4: 275,505 shares; 2025Q1: 296,234 shares; 2025Q2: 292,304 shares; 2025Q3: 270,670 shares; 2025Q4: 241,718 shares; 2026Q1: 245,213 shares 245,213 $9.89M 0.01% +3,495 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,936 shares; 2024Q4: 36,868 shares; 2025Q1: 48,053 shares; 2025Q2: 93,394 shares; 2025Q3: 88,010 shares; 2025Q4: 305,262 shares; 2026Q1: 520,676 shares 520,676 $9.87M 0.01% +215,414 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: 72,117 shares; 2024Q4: 74,776 shares; 2025Q1: 72,782 shares; 2025Q2: 69,671 shares; 2025Q3: 69,478 shares; 2025Q4: 68,144 shares; 2026Q1: 439,337 shares 439,337 $9.87M 0.01% +371,193 Timeline SMIG 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: 68,789 shares; 2024Q4: 113,984 shares; 2025Q1: 128,586 shares; 2025Q2: 154,126 shares; 2025Q3: 321,702 shares; 2025Q4: 329,976 shares; 2026Q1: 336,015 shares 336,015 $9.86M 0.01% +6,039 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,638 shares; 2024Q4: 165,997 shares; 2025Q1: 155,013 shares; 2025Q2: 146,682 shares; 2025Q3: 144,488 shares; 2025Q4: 171,439 shares; 2026Q1: 144,078 shares 144,078 $9.81M 0.01% -27,361 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,909 shares; 2024Q4: 44,746 shares; 2025Q1: 42,207 shares; 2025Q2: 42,322 shares; 2025Q3: 41,160 shares; 2025Q4: 43,938 shares; 2026Q1: 45,208 shares 45,208 $9.81M 0.01% +1,270 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,520 shares; 2024Q4: 97,072 shares; 2025Q1: 70,597 shares; 2025Q2: 95,481 shares; 2025Q3: 112,850 shares; 2025Q4: 198,902 shares; 2026Q1: 83,368 shares 83,368 $9.81M 0.01% -115,534 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,578 shares; 2024Q4: 519,987 shares; 2025Q1: 548,555 shares; 2025Q2: 576,871 shares; 2025Q3: 601,418 shares; 2025Q4: 598,333 shares; 2026Q1: 571,949 shares 571,949 $9.81M 0.01% -26,384 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,904 shares; 2025Q2: 60,342 shares; 2025Q3: 119,658 shares; 2025Q4: 171,604 shares; 2026Q1: 198,805 shares 198,805 $9.77M 0.01% +27,201 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: 66,103 shares; 2024Q4: 56,100 shares; 2025Q1: 55,265 shares; 2025Q2: 92,510 shares; 2025Q3: 102,756 shares; 2025Q4: 106,259 shares; 2026Q1: 76,730 shares 76,730 $9.77M 0.01% -29,529 Timeline FLTR 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: 228,073 shares; 2024Q4: 285,395 shares; 2025Q1: 198,727 shares; 2025Q2: 278,846 shares; 2025Q3: 295,166 shares; 2025Q4: 330,279 shares; 2026Q1: 382,214 shares 382,214 $9.74M 0.01% +51,935 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: 159,876 shares; 2025Q1: 160,686 shares; 2025Q2: 247,547 shares; 2025Q3: 254,287 shares; 2025Q4: 257,686 shares; 2026Q1: 245,198 shares 245,198 $9.69M 0.01% -12,488 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960,228 shares; 2024Q4: 900,713 shares; 2025Q1: 718,435 shares; 2025Q2: 695,446 shares; 2025Q3: 592,510 shares; 2025Q4: 579,931 shares; 2026Q1: 482,646 shares 482,646 $9.68M 0.01% -97,285 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,081 shares; 2024Q4: 69,884 shares; 2025Q1: 79,765 shares; 2025Q2: 81,596 shares; 2025Q3: 74,186 shares; 2025Q4: 72,854 shares; 2026Q1: 81,757 shares 81,757 $9.67M 0.01% +8,903 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,754 shares; 2024Q4: 22,280 shares; 2025Q1: 11,734 shares; 2025Q2: 22,586 shares; 2025Q3: 32,021 shares; 2025Q4: 27,865 shares; 2026Q1: 26,946 shares 26,946 $9.67M 0.01% -919 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: 304,452 shares; 2025Q1: 308,474 shares; 2025Q2: 315,288 shares; 2025Q3: 317,456 shares; 2025Q4: 281,831 shares; 2026Q1: 423,613 shares 423,613 $9.65M 0.01% +141,782 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: 90,027 shares; 2024Q4: 99,269 shares; 2025Q1: 105,415 shares; 2025Q2: 92,358 shares; 2025Q3: 95,576 shares; 2025Q4: 110,770 shares; 2026Q1: 94,553 shares 94,553 $9.62M 0.01% -16,217 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,772 shares; 2024Q4: 193,422 shares; 2025Q1: 140,920 shares; 2025Q2: 139,976 shares; 2025Q3: 138,224 shares; 2025Q4: 133,466 shares; 2026Q1: 168,778 shares 168,778 $9.62M 0.01% +35,312 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,334 shares; 2024Q4: 543,670 shares; 2025Q1: 255,061 shares; 2025Q2: 207,035 shares; 2025Q3: 197,501 shares; 2025Q4: 224,533 shares; 2026Q1: 246,135 shares 246,135 $9.6M 0.01% +21,602 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,214 shares; 2024Q4: 31,457 shares; 2025Q1: 73,267 shares; 2025Q2: 90,470 shares; 2025Q3: 87,584 shares; 2025Q4: 96,640 shares; 2026Q1: 91,220 shares 91,220 $9.58M 0.01% -5,420 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,219 shares; 2024Q4: 29,252 shares; 2025Q1: 31,786 shares; 2025Q2: 26,620 shares; 2025Q3: 27,967 shares; 2025Q4: 59,917 shares; 2026Q1: 58,407 shares 58,407 $9.58M 0.01% -1,510 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,129 shares; 2024Q4: 67,856 shares; 2025Q1: 57,391 shares; 2025Q2: 56,207 shares; 2025Q3: 89,531 shares; 2025Q4: 77,448 shares; 2026Q1: 88,466 shares 88,466 $9.57M 0.01% +11,018 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 6,518 shares; 2025Q1: 6,077 shares; 2025Q2: 6,131 shares; 2025Q3: 7,764 shares; 2025Q4: 8,130 shares; 2026Q1: 126,417 shares 126,417 $9.54M 0.01% +118,287 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,261 shares; 2024Q4: 54,468 shares; 2025Q1: 68,872 shares; 2025Q2: 84,125 shares; 2025Q3: 94,187 shares; 2025Q4: 101,138 shares; 2026Q1: 118,271 shares 118,271 $9.53M 0.01% +17,133 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,921 shares; 2024Q4: 54,800 shares; 2025Q1: 54,409 shares; 2025Q2: 54,048 shares; 2025Q3: 53,462 shares; 2025Q4: 40,257 shares; 2026Q1: 26,929 shares 26,929 $9.53M 0.01% -13,328 Timeline QINT 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: 31,663 shares; 2024Q4: 31,547 shares; 2025Q1: 114,519 shares; 2025Q2: 136,821 shares; 2025Q3: 136,017 shares; 2025Q4: 137,500 shares; 2026Q1: 145,394 shares 145,394 $9.51M 0.01% +7,894 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,734 shares; 2024Q4: 82,083 shares; 2025Q1: 79,786 shares; 2025Q2: 66,031 shares; 2025Q3: 70,269 shares; 2025Q4: 60,881 shares; 2026Q1: 64,281 shares 64,281 $9.46M 0.01% +3,400 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,498 shares; 2024Q4: 384,316 shares; 2025Q1: 401,500 shares; 2025Q2: 418,075 shares; 2025Q3: 574,251 shares; 2025Q4: 479,232 shares; 2026Q1: 504,749 shares 504,749 $9.44M 0.01% +25,517 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,653 shares; 2024Q4: 17,859 shares; 2025Q1: 17,798 shares; 2025Q2: 35,676 shares; 2025Q3: 79,211 shares; 2025Q4: 82,434 shares; 2026Q1: 107,073 shares 107,073 $9.42M 0.01% +24,639 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,760 shares; 2024Q4: 18,245 shares; 2025Q1: 30,560 shares; 2025Q2: 30,154 shares; 2025Q3: 30,720 shares; 2025Q4: 27,368 shares; 2026Q1: 27,547 shares 27,547 $9.41M 0.01% +179 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,735 shares; 2024Q4: 39,410 shares; 2025Q1: 45,158 shares; 2025Q2: 44,496 shares; 2025Q3: 43,035 shares; 2025Q4: 44,491 shares; 2026Q1: 46,024 shares 46,024 $9.38M 0.01% +1,533 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,382 shares; 2024Q4: 236,724 shares; 2025Q1: 241,326 shares; 2025Q2: 238,664 shares; 2025Q3: 210,398 shares; 2025Q4: 209,713 shares; 2026Q1: 209,513 shares 209,513 $9.31M 0.01% -200 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,278 shares; 2024Q4: 546,875 shares; 2025Q1: 554,018 shares; 2025Q2: 588,771 shares; 2025Q3: 626,085 shares; 2025Q4: 369,292 shares; 2026Q1: 383,721 shares 383,721 $9.3M 0.01% +14,429 Timeline