PFFA 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: 153,769 shares; 2024Q4: 391,191 shares; 2025Q1: 217,582 shares; 2025Q2: 262,105 shares; 2025Q3: 271,434 shares; 2025Q4: 286,741 shares; 2026Q1: 454,494 shares 454,494 $9.25M 0.01% +167,753 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,835 shares; 2024Q4: 57,634 shares; 2025Q1: 70,069 shares; 2025Q2: 82,181 shares; 2025Q3: 163,306 shares; 2025Q4: 74,309 shares; 2026Q1: 107,099 shares 107,099 $9.23M 0.01% +32,790 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763,994 shares; 2024Q4: 1,836,719 shares; 2025Q1: 1,947,096 shares; 2025Q2: 322,852 shares; 2025Q3: 312,851 shares; 2025Q4: 356,784 shares; 2026Q1: 395,108 shares 395,108 $9.21M 0.01% +38,324 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,062 shares; 2024Q4: 99,087 shares; 2025Q1: 65,482 shares; 2025Q2: 70,986 shares; 2025Q3: 66,542 shares; 2025Q4: 63,782 shares; 2026Q1: 63,615 shares 63,615 $9.21M 0.01% -167 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,495 shares 183,495 $9.16M 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,654 shares; 2024Q4: 25,003 shares; 2025Q1: 22,294 shares; 2025Q2: 26,919 shares; 2025Q3: 25,516 shares; 2025Q4: 27,269 shares; 2026Q1: 22,427 shares 22,427 $9.15M 0.01% -4,842 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,377 shares; 2024Q4: 259,667 shares; 2025Q1: 362,559 shares; 2025Q2: 373,885 shares; 2025Q3: 355,446 shares; 2025Q4: 403,432 shares; 2026Q1: 417,542 shares 417,542 $9.14M 0.01% +14,110 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,988 shares; 2024Q4: 59,942 shares; 2025Q1: 41,966 shares; 2025Q2: 51,512 shares; 2025Q3: 60,287 shares; 2025Q4: 69,824 shares; 2026Q1: 203,973 shares 203,973 $9.12M 0.01% +134,149 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,223 shares; 2024Q4: 41,354 shares; 2025Q1: 42,305 shares; 2025Q2: 38,534 shares; 2025Q3: 38,393 shares; 2025Q4: 34,926 shares; 2026Q1: 36,370 shares 36,370 $9.12M 0.01% +1,444 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343,477 shares; 2024Q4: 1,338,995 shares; 2025Q1: 1,409,206 shares; 2025Q2: 54,644 shares; 2025Q3: 143,638 shares; 2025Q4: 200,364 shares; 2026Q1: 187,760 shares 187,760 $9.09M 0.01% -12,604 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,553 shares; 2024Q4: 53,394 shares; 2025Q1: 92,043 shares; 2025Q2: 106,901 shares; 2025Q3: 131,148 shares; 2025Q4: 156,931 shares; 2026Q1: 179,927 shares 179,927 $9.08M 0.01% +22,996 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,345 shares; 2024Q4: 276,350 shares; 2025Q1: 79,066 shares; 2025Q2: 73,646 shares; 2025Q3: 70,812 shares; 2025Q4: 63,148 shares; 2026Q1: 78,736 shares 78,736 $9.05M 0.01% +15,588 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,130 shares; 2024Q4: 31,554 shares; 2025Q1: 30,416 shares; 2025Q2: 31,307 shares; 2025Q3: 32,197 shares; 2025Q4: 31,511 shares; 2026Q1: 32,174 shares 32,174 $9.04M 0.01% +663 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777,824 shares; 2024Q4: 562,227 shares; 2025Q1: 543,846 shares; 2025Q2: 322,779 shares; 2025Q3: 356,942 shares; 2025Q4: 421,494 shares; 2026Q1: 425,975 shares 425,975 $8.98M 0.01% +4,481 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,233 shares; 2024Q4: 32,118 shares; 2025Q1: 30,929 shares; 2025Q2: 28,135 shares; 2025Q3: 32,974 shares; 2025Q4: 48,912 shares; 2026Q1: 58,169 shares 58,169 $8.97M 0.01% +9,257 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,683 shares; 2024Q4: 147,261 shares; 2025Q1: 254,545 shares; 2025Q2: 269,243 shares; 2025Q3: 201,357 shares; 2025Q4: 207,228 shares; 2026Q1: 260,321 shares 260,321 $8.97M 0.01% +53,093 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,054 shares; 2024Q4: 64,427 shares; 2025Q1: 65,778 shares; 2025Q2: 76,318 shares; 2025Q3: 97,757 shares; 2025Q4: 103,320 shares; 2026Q1: 128,834 shares 128,834 $8.93M 0.01% +25,514 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,165 shares; 2024Q4: 81,949 shares; 2025Q1: 73,667 shares; 2025Q2: 71,651 shares; 2025Q3: 76,746 shares; 2025Q4: 77,829 shares; 2026Q1: 81,340 shares 81,340 $8.93M 0.01% +3,511 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,255 shares; 2024Q4: 106,669 shares; 2025Q1: 123,108 shares; 2025Q2: 115,993 shares; 2025Q3: 135,579 shares; 2025Q4: 150,020 shares; 2026Q1: 176,862 shares 176,862 $8.92M 0.01% +26,842 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 209,045 shares; 2025Q4: 234,628 shares; 2026Q1: 269,055 shares 269,055 $8.9M 0.01% +34,427 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,175 shares; 2024Q4: 425,838 shares; 2025Q1: 445,464 shares; 2025Q2: 132,634 shares; 2025Q3: 84,786 shares; 2025Q4: 120,708 shares; 2026Q1: 164,782 shares 164,782 $8.89M 0.01% +44,074 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,969 shares; 2024Q4: 84,966 shares; 2025Q1: 95,123 shares; 2025Q2: 88,185 shares; 2025Q3: 100,289 shares; 2025Q4: 86,772 shares; 2026Q1: 84,471 shares 84,471 $8.88M 0.01% -2,301 Timeline BILS 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: 17,954 shares; 2024Q4: 23,352 shares; 2025Q1: 49,250 shares; 2025Q2: 61,041 shares; 2025Q3: 66,861 shares; 2025Q4: 85,463 shares; 2026Q1: 89,273 shares 89,273 $8.88M 0.01% +3,810 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,320 shares; 2025Q3: 19,827 shares; 2025Q4: 21,958 shares; 2026Q1: 333,585 shares 333,585 $8.85M 0.01% +311,627 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,068 shares; 2024Q4: 691,852 shares; 2025Q1: 587,747 shares; 2025Q2: 400,954 shares; 2025Q3: 412,012 shares; 2025Q4: 401,224 shares; 2026Q1: 416,550 shares 416,550 $8.81M 0.01% +15,326 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,651 shares; 2024Q4: 398,186 shares; 2025Q1: 323,138 shares; 2025Q2: 336,187 shares; 2025Q3: 332,486 shares; 2025Q4: 328,384 shares; 2026Q1: 337,347 shares 337,347 $8.74M 0.01% +8,963 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,367 shares; 2024Q4: 120,425 shares; 2025Q1: 121,719 shares; 2025Q2: 117,211 shares; 2025Q3: 124,099 shares; 2025Q4: 175,460 shares; 2026Q1: 191,158 shares 191,158 $8.7M 0.01% +15,698 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,009 shares; 2024Q4: 38,823 shares; 2025Q1: 40,509 shares; 2025Q2: 37,606 shares; 2025Q3: 36,894 shares; 2025Q4: 35,955 shares; 2026Q1: 30,749 shares 30,749 $8.68M 0.01% -5,206 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,114 shares; 2024Q4: 230,625 shares; 2025Q1: 212,611 shares; 2025Q2: 169,820 shares; 2025Q3: 170,359 shares; 2025Q4: 188,166 shares; 2026Q1: 191,433 shares 191,433 $8.66M 0.01% +3,267 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,984 shares; 2024Q4: 64,283 shares; 2025Q1: 42,017 shares; 2025Q2: 44,903 shares; 2025Q3: 40,204 shares; 2025Q4: 37,198 shares; 2026Q1: 34,452 shares 34,452 $8.63M 0.01% -2,746 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,391 shares; 2024Q4: 243,053 shares; 2025Q1: 246,318 shares; 2025Q2: 187,583 shares; 2025Q3: 185,905 shares; 2025Q4: 209,955 shares; 2026Q1: 156,164 shares 156,164 $8.63M 0.01% -53,791 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,004 shares; 2024Q4: 234,830 shares; 2025Q1: 122,181 shares; 2025Q2: 129,680 shares; 2025Q3: 135,462 shares; 2025Q4: 145,079 shares; 2026Q1: 150,452 shares 150,452 $8.61M 0.01% +5,373 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,664 shares; 2024Q4: 204,358 shares; 2025Q1: 235,928 shares; 2025Q2: 277,234 shares; 2025Q3: 324,221 shares; 2025Q4: 311,300 shares; 2026Q1: 326,396 shares 326,396 $8.59M 0.01% +15,096 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,597 shares; 2024Q4: 63,593 shares; 2025Q1: 73,009 shares; 2025Q2: 110,328 shares; 2025Q3: 103,983 shares; 2025Q4: 96,433 shares; 2026Q1: 92,058 shares 92,058 $8.59M 0.01% -4,375 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,931 shares; 2024Q4: 408,478 shares; 2025Q1: 186,616 shares; 2025Q2: 167,239 shares; 2025Q3: 313,810 shares; 2025Q4: 340,965 shares; 2026Q1: 356,185 shares 356,185 $8.59M 0.01% +15,220 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,004 shares; 2024Q4: 60,570 shares; 2025Q1: 65,892 shares; 2025Q2: 64,511 shares; 2025Q3: 62,550 shares; 2025Q4: 170,210 shares; 2026Q1: 182,045 shares 182,045 $8.56M 0.01% +11,835 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,520 shares; 2024Q4: 75,250 shares; 2025Q1: 75,882 shares; 2025Q2: 63,650 shares; 2025Q3: 60,024 shares; 2025Q4: 58,435 shares; 2026Q1: 62,295 shares 62,295 $8.55M 0.01% +3,860 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,506 shares; 2024Q4: 176,048 shares; 2025Q1: 188,614 shares; 2025Q2: 183,385 shares; 2025Q3: 186,931 shares; 2025Q4: 248,079 shares; 2026Q1: 411,223 shares 411,223 $8.53M 0.01% +163,144 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,507 shares; 2025Q1: 4,428 shares; 2025Q2: 4,519 shares; 2025Q3: 4,573 shares; 2025Q4: 4,826 shares; 2026Q1: 4,437 shares 4,437 $8.49M 0.01% -389 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,325 shares; 2024Q4: 160,786 shares; 2025Q1: 162,114 shares; 2025Q2: 185,386 shares; 2025Q3: 191,834 shares; 2025Q4: 192,407 shares; 2026Q1: 163,063 shares 163,063 $8.44M 0.01% -29,344 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,047 shares; 2024Q4: 97,178 shares; 2025Q1: 123,063 shares; 2025Q2: 120,732 shares; 2025Q3: 140,429 shares; 2025Q4: 137,060 shares; 2026Q1: 143,994 shares 143,994 $8.43M 0.01% +6,934 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538,901 shares; 2024Q4: 556,084 shares; 2025Q1: 625,280 shares; 2025Q2: 558,672 shares; 2025Q3: 588,727 shares; 2025Q4: 694,762 shares; 2026Q1: 730,592 shares 730,592 $8.4M 0.01% +35,830 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,835 shares; 2024Q4: 223,335 shares; 2025Q1: 173,968 shares; 2025Q2: 210,474 shares; 2025Q3: 211,031 shares; 2025Q4: 215,850 shares; 2026Q1: 189,035 shares 189,035 $8.4M 0.01% -26,815 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,983 shares; 2024Q4: 459,281 shares; 2025Q1: 468,755 shares; 2025Q2: 554,413 shares; 2025Q3: 742,131 shares; 2025Q4: 756,372 shares; 2026Q1: 245,856 shares 245,856 $8.37M 0.01% -510,516 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,474 shares; 2024Q4: 52,607 shares; 2025Q1: 54,517 shares; 2025Q2: 53,272 shares; 2025Q3: 60,696 shares; 2025Q4: 63,005 shares; 2026Q1: 61,034 shares 61,034 $8.37M 0.01% -1,971 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,142 shares; 2024Q4: 27,166 shares; 2025Q1: 29,049 shares; 2025Q2: 29,245 shares; 2025Q3: 29,526 shares; 2025Q4: 25,284 shares; 2026Q1: 15,987 shares 15,987 $8.36M 0.01% -9,297 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221,670 shares; 2025Q4: 221,785 shares; 2026Q1: 240,236 shares 240,236 $8.34M 0.01% +18,451 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,803 shares; 2024Q4: 54,821 shares; 2025Q1: 56,343 shares; 2025Q2: 61,914 shares; 2025Q3: 35,188 shares; 2025Q4: 56,608 shares; 2026Q1: 72,612 shares 72,612 $8.34M 0.01% +16,004 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,975 shares; 2024Q4: 580,594 shares; 2025Q1: 656,715 shares; 2025Q2: 576,183 shares; 2025Q3: 621,349 shares; 2025Q4: 651,477 shares; 2026Q1: 684,242 shares 684,242 $8.33M 0.01% +32,765 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,370 shares; 2025Q1: 4,374 shares; 2025Q2: 4,583 shares; 2025Q3: 4,573 shares; 2025Q4: 4,653 shares; 2026Q1: 4,416 shares 4,416 $8.33M 0.01% -237 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,984 shares; 2024Q4: 151,795 shares; 2025Q1: 123,901 shares; 2025Q2: 118,899 shares; 2025Q3: 117,964 shares; 2025Q4: 115,129 shares; 2026Q1: 117,867 shares 117,867 $8.27M 0.01% +2,738 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,264 shares; 2024Q4: 408,121 shares; 2025Q1: 343,695 shares; 2025Q2: 215,335 shares; 2025Q3: 227,695 shares; 2025Q4: 212,493 shares; 2026Q1: 234,660 shares 234,660 $8.27M 0.01% +22,167 Timeline GSLC 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: 76,145 shares; 2024Q4: 75,001 shares; 2025Q1: 74,582 shares; 2025Q2: 77,195 shares; 2025Q3: 66,327 shares; 2025Q4: 65,936 shares; 2026Q1: 65,857 shares 65,857 $8.24M 0.01% -79 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,841 shares; 2024Q4: 114,374 shares; 2025Q1: 115,748 shares; 2025Q2: 104,233 shares; 2025Q3: 100,725 shares; 2025Q4: 115,576 shares; 2026Q1: 121,041 shares 121,041 $8.23M 0.01% +5,465 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,010 shares; 2024Q4: 84,530 shares; 2025Q1: 86,311 shares; 2025Q2: 113,644 shares; 2025Q3: 124,551 shares; 2025Q4: 211,643 shares; 2026Q1: 193,243 shares 193,243 $8.2M 0.01% -18,400 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,329 shares; 2025Q2: 20,829 shares; 2025Q3: 61,508 shares; 2025Q4: 103,538 shares; 2026Q1: 267,687 shares 267,687 $8.16M 0.01% +164,149 Timeline TFLR 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: 83,137 shares; 2024Q4: 179,759 shares; 2025Q1: 208,872 shares; 2025Q2: 212,496 shares; 2025Q3: 235,349 shares; 2025Q4: 192,090 shares; 2026Q1: 161,896 shares 161,896 $8.15M 0.01% -30,194 Timeline DLN 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: 91,252 shares; 2024Q4: 92,354 shares; 2025Q1: 92,109 shares; 2025Q2: 94,284 shares; 2025Q3: 90,629 shares; 2025Q4: 92,221 shares; 2026Q1: 91,072 shares 91,072 $8.14M 0.01% -1,149 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,665 shares; 2024Q4: 71,679 shares; 2025Q1: 76,261 shares; 2025Q2: 80,434 shares; 2025Q3: 98,551 shares; 2025Q4: 86,837 shares; 2026Q1: 93,615 shares 93,615 $8.13M 0.01% +6,778 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 11,524 shares; 2025Q1: 9,028 shares; 2025Q2: 22,324 shares; 2025Q3: 30,390 shares; 2025Q4: 35,402 shares; 2026Q1: 40,619 shares 40,619 $8.12M 0.01% +5,217 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,727 shares; 2024Q4: 90,033 shares; 2025Q1: 93,833 shares; 2025Q2: 99,576 shares; 2025Q3: 107,807 shares; 2025Q4: 115,609 shares; 2026Q1: 116,769 shares 116,769 $8.1M 0.01% +1,160 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,793 shares; 2024Q4: 159,755 shares; 2025Q1: 150,494 shares; 2025Q2: 177,085 shares; 2025Q3: 198,053 shares; 2025Q4: 171,709 shares; 2026Q1: 159,888 shares 159,888 $8.1M 0.01% -11,821 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 19,570 shares; 2025Q1: 25,115 shares; 2025Q2: 43,555 shares; 2025Q3: 89,684 shares; 2025Q4: 116,196 shares; 2026Q1: 218,038 shares 218,038 $8.09M 0.01% +101,842 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,656 shares; 2024Q4: 54,949 shares; 2025Q1: 74,746 shares; 2025Q2: 92,193 shares; 2025Q3: 110,692 shares; 2025Q4: 129,552 shares; 2026Q1: 139,950 shares 139,950 $8.09M 0.01% +10,398 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,445 shares; 2024Q4: 57,744 shares; 2025Q1: 106,210 shares; 2025Q2: 263,649 shares; 2025Q3: 228,661 shares; 2025Q4: 201,796 shares; 2026Q1: 203,790 shares 203,790 $8.09M 0.01% +1,994 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,322 shares; 2024Q4: 66,046 shares; 2025Q1: 68,199 shares; 2025Q2: 73,660 shares; 2025Q3: 72,429 shares; 2025Q4: 84,013 shares; 2026Q1: 75,938 shares 75,938 $8.07M 0.01% -8,075 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,596 shares; 2024Q4: 100,409 shares; 2025Q1: 100,595 shares; 2025Q2: 104,178 shares; 2025Q3: 104,525 shares; 2025Q4: 102,820 shares; 2026Q1: 97,251 shares 97,251 $8.06M 0.01% -5,569 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,579 shares; 2024Q4: 396,618 shares; 2025Q1: 426,676 shares; 2025Q2: 387,465 shares; 2025Q3: 348,395 shares; 2025Q4: 351,363 shares; 2026Q1: 350,239 shares 350,239 $8.04M 0.01% -1,124 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,738 shares; 2024Q4: 87,140 shares; 2025Q1: 57,157 shares; 2025Q2: 55,432 shares; 2025Q3: 54,685 shares; 2025Q4: 51,682 shares; 2026Q1: 46,828 shares 46,828 $8.04M 0.01% -4,854 Timeline EMB 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: 181,192 shares; 2024Q4: 188,781 shares; 2025Q1: 199,712 shares; 2025Q2: 165,436 shares; 2025Q3: 221,467 shares; 2025Q4: 216,897 shares; 2026Q1: 85,304 shares 85,304 $8.01M 0.01% -131,593 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,829 shares; 2024Q4: 190,438 shares; 2025Q1: 208,549 shares; 2025Q2: 215,169 shares; 2025Q3: 221,501 shares; 2025Q4: 221,483 shares; 2026Q1: 216,203 shares 216,203 $8M 0.01% -5,280 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,694 shares; 2024Q4: 29,396 shares; 2025Q1: 30,523 shares; 2025Q2: 31,775 shares; 2025Q3: 30,843 shares; 2025Q4: 31,291 shares; 2026Q1: 30,093 shares 30,093 $7.98M 0.01% -1,198 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,119 shares; 2024Q4: 27,261 shares; 2025Q1: 29,982 shares; 2025Q2: 32,568 shares; 2025Q3: 29,297 shares; 2025Q4: 36,479 shares; 2026Q1: 44,713 shares 44,713 $7.97M 0.01% +8,234 Timeline TCHP 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: 89,233 shares; 2024Q4: 91,464 shares; 2025Q1: 92,979 shares; 2025Q2: 95,569 shares; 2025Q3: 108,031 shares; 2025Q4: 131,414 shares; 2026Q1: 179,828 shares 179,828 $7.94M 0.01% +48,414 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,324 shares; 2024Q4: 17,307 shares; 2025Q1: 16,542 shares; 2025Q2: 33,847 shares; 2025Q3: 32,141 shares; 2025Q4: 96,685 shares; 2026Q1: 101,218 shares 101,218 $7.94M 0.01% +4,533 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,152 shares; 2024Q4: 182,419 shares; 2025Q1: 189,982 shares; 2025Q2: 190,250 shares; 2025Q3: 174,451 shares; 2025Q4: 162,901 shares; 2026Q1: 163,766 shares 163,766 $7.92M 0.01% +865 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,106 shares; 2025Q1: 134,712 shares; 2025Q2: 78,808 shares; 2025Q3: 104,511 shares; 2025Q4: 137,281 shares; 2026Q1: 176,787 shares 176,787 $7.92M 0.01% +39,506 Timeline EIPX 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: 184,242 shares; 2024Q4: 185,659 shares; 2025Q1: 173,426 shares; 2025Q2: 146,134 shares; 2025Q3: 149,074 shares; 2025Q4: 154,248 shares; 2026Q1: 246,148 shares 246,148 $7.92M 0.01% +91,900 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,725 shares; 2025Q1: 109,032 shares; 2025Q2: 84,387 shares; 2025Q3: 109,990 shares; 2025Q4: 149,715 shares; 2026Q1: 217,998 shares 217,998 $7.91M 0.01% +68,283 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,407 shares; 2024Q4: 26,622 shares; 2025Q1: 26,922 shares; 2025Q2: 26,613 shares; 2025Q3: 35,455 shares; 2025Q4: 41,252 shares; 2026Q1: 40,589 shares 40,589 $7.9M 0.01% -663 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,579 shares; 2024Q4: 49,140 shares; 2025Q1: 52,081 shares; 2025Q2: 47,387 shares; 2025Q3: 35,169 shares; 2025Q4: 82,416 shares; 2026Q1: 686,855 shares 686,855 $7.87M 0.01% +604,439 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,127 shares; 2024Q4: 136,363 shares; 2025Q1: 132,906 shares; 2025Q2: 118,474 shares; 2025Q3: 116,368 shares; 2025Q4: 122,012 shares; 2026Q1: 95,295 shares 95,295 $7.86M 0.01% -26,717 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,531 shares; 2024Q4: 73,831 shares; 2025Q1: 74,393 shares; 2025Q2: 91,890 shares; 2025Q3: 108,522 shares; 2025Q4: 97,066 shares; 2026Q1: 48,091 shares 48,091 $7.86M 0.01% -48,975 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,894 shares; 2025Q4: 16,894 shares; 2026Q1: 150,804 shares 150,804 $7.82M 0.01% +133,910 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 16,405 shares; 2025Q1: 12,933 shares; 2025Q2: 13,234 shares; 2025Q3: 11,408 shares; 2025Q4: 7,970 shares; 2026Q1: 7,297 shares 7,297 $7.79M 0.01% -673 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,881 shares; 2024Q4: 59,614 shares; 2025Q1: 84,184 shares; 2025Q2: 92,529 shares; 2025Q3: 110,021 shares; 2025Q4: 127,342 shares; 2026Q1: 156,758 shares 156,758 $7.79M 0.01% +29,416 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,040 shares; 2025Q2: 45,556 shares; 2025Q3: 94,543 shares; 2025Q4: 124,414 shares; 2026Q1: 151,072 shares 151,072 $7.79M 0.01% +26,658 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,083 shares; 2024Q4: 58,091 shares; 2025Q1: 133,690 shares; 2025Q2: 145,849 shares; 2025Q3: 228,379 shares; 2025Q4: 243,358 shares; 2026Q1: 24,459 shares 24,459 $7.78M 0.01% -218,899 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,861 shares; 2024Q4: 70,614 shares; 2025Q1: 76,036 shares; 2025Q2: 81,890 shares; 2025Q3: 83,063 shares; 2025Q4: 85,858 shares; 2026Q1: 85,081 shares 85,081 $7.77M 0.01% -777 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,656 shares; 2025Q4: 115,852 shares; 2026Q1: 112,409 shares 112,409 $7.77M 0.01% -3,443 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly 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: 186,216 shares; 2025Q4: 220,254 shares; 2026Q1: 182,661 shares 182,661 $7.75M 0.01% -37,593 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,380 shares; 2024Q4: 266,436 shares; 2025Q1: 258,152 shares; 2025Q2: 228,073 shares; 2025Q3: 223,254 shares; 2025Q4: 200,428 shares; 2026Q1: 166,959 shares 166,959 $7.7M 0.01% -33,469 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 157,707 shares; 2025Q4: 178,612 shares; 2026Q1: 851,391 shares 851,391 $7.7M 0.01% +672,779 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,673 shares; 2024Q4: 40,035 shares; 2025Q1: 19,605 shares; 2025Q2: 19,067 shares; 2025Q3: 18,448 shares; 2025Q4: 17,058 shares; 2026Q1: 26,325 shares 26,325 $7.7M 0.01% +9,267 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 11,752 shares; 2025Q1: 9,394 shares; 2025Q2: 9,500 shares; 2025Q3: 10,478 shares; 2025Q4: 17,427 shares; 2026Q1: 28,959 shares 28,959 $7.69M 0.01% +11,532 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,909 shares; 2024Q4: 66,989 shares; 2025Q1: 69,139 shares; 2025Q2: 72,712 shares; 2025Q3: 69,765 shares; 2025Q4: 247,867 shares; 2026Q1: 274,472 shares 274,472 $7.65M 0.01% +26,605 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,587 shares; 2024Q4: 94,278 shares; 2025Q1: 95,693 shares; 2025Q2: 120,487 shares; 2025Q3: 120,806 shares; 2025Q4: 121,557 shares; 2026Q1: 102,149 shares 102,149 $7.64M 0.01% -19,408 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,304 shares; 2024Q4: 77,570 shares; 2025Q1: 92,691 shares; 2025Q2: 106,738 shares; 2025Q3: 100,174 shares; 2025Q4: 112,547 shares; 2026Q1: 120,815 shares 120,815 $7.63M 0.01% +8,268 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,780 shares; 2024Q4: 63,870 shares; 2025Q1: 54,960 shares; 2025Q2: 55,336 shares; 2025Q3: 59,597 shares; 2025Q4: 55,825 shares; 2026Q1: 56,640 shares 56,640 $7.63M 0.01% +815 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,318 shares; 2024Q4: 227,386 shares; 2025Q1: 222,629 shares; 2025Q2: 167,238 shares; 2025Q3: 174,373 shares; 2025Q4: 166,147 shares; 2026Q1: 162,991 shares 162,991 $7.61M 0.01% -3,156 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,102 shares; 2024Q4: 228,277 shares; 2025Q1: 293,811 shares; 2025Q2: 306,648 shares; 2025Q3: 250,666 shares; 2025Q4: 201,269 shares; 2026Q1: 316,761 shares 316,761 $7.58M 0.01% +115,492 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,271 shares; 2024Q4: 88,230 shares; 2025Q1: 98,336 shares; 2025Q2: 108,785 shares; 2025Q3: 131,656 shares; 2025Q4: 133,462 shares; 2026Q1: 149,205 shares 149,205 $7.57M 0.01% +15,743 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,688 shares; 2024Q4: 140,375 shares; 2025Q1: 137,869 shares; 2025Q2: 139,100 shares; 2025Q3: 140,429 shares; 2025Q4: 163,254 shares; 2026Q1: 167,749 shares 167,749 $7.56M 0.01% +4,495 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,554 shares; 2024Q4: 12,756 shares; 2025Q1: 19,076 shares; 2025Q2: 11,114 shares; 2025Q3: 37,591 shares; 2025Q4: 51,246 shares; 2026Q1: 40,938 shares 40,938 $7.51M 0.01% -10,308 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,474 shares; 2024Q4: 167,224 shares; 2025Q1: 150,330 shares; 2025Q2: 231,932 shares; 2025Q3: 260,749 shares; 2025Q4: 308,046 shares; 2026Q1: 260,915 shares 260,915 $7.5M 0.01% -47,131 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,565 shares; 2025Q3: 87,372 shares; 2025Q4: 103,588 shares; 2026Q1: 159,483 shares 159,483 $7.5M 0.01% +55,895 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,902 shares; 2024Q4: 132,653 shares; 2025Q1: 132,321 shares; 2025Q2: 112,580 shares; 2025Q3: 95,625 shares; 2025Q4: 104,700 shares; 2026Q1: 104,000 shares 104,000 $7.46M 0.01% -700 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,759 shares; 2024Q4: 437,045 shares; 2025Q1: 496,768 shares; 2025Q2: 474,671 shares; 2025Q3: 331,916 shares; 2025Q4: 254,107 shares; 2026Q1: 57,440 shares 57,440 $7.46M 0.01% -196,667 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,611 shares; 2024Q4: 62,930 shares; 2025Q1: 62,910 shares; 2025Q2: 69,449 shares; 2025Q3: 68,840 shares; 2025Q4: 69,052 shares; 2026Q1: 68,753 shares 68,753 $7.43M 0.01% -299 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,418 shares; 2024Q4: 18,273 shares; 2025Q1: 15,830 shares; 2025Q2: 12,709 shares; 2025Q3: 16,848 shares; 2025Q4: 16,760 shares; 2026Q1: 18,247 shares 18,247 $7.43M 0.01% +1,487 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,833 shares; 2024Q4: 592,764 shares; 2025Q1: 535,031 shares; 2025Q2: 530,386 shares; 2025Q3: 522,388 shares; 2025Q4: 494,317 shares; 2026Q1: 564,094 shares 564,094 $7.43M 0.01% +69,777 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,683 shares; 2024Q4: 245,579 shares; 2025Q1: 245,930 shares; 2025Q2: 248,454 shares; 2025Q3: 258,284 shares; 2025Q4: 261,813 shares; 2026Q1: 275,771 shares 275,771 $7.43M 0.01% +13,958 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398,398 shares; 2024Q4: 1,363,114 shares; 2025Q1: 1,691,355 shares; 2025Q2: 2,243,455 shares; 2025Q3: 2,393,634 shares; 2025Q4: 2,937,742 shares; 2026Q1: 3,279,434 shares 3,279,434 $7.41M 0.01% +341,692 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,692 shares; 2024Q4: 420,279 shares; 2025Q1: 478,896 shares; 2025Q2: 569,202 shares; 2025Q3: 566,738 shares; 2025Q4: 607,140 shares; 2026Q1: 501,728 shares 501,728 $7.41M 0.01% -105,412 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,364 shares; 2025Q4: 78,452 shares; 2026Q1: 79,948 shares 79,948 $7.4M 0.01% +1,496 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,896 shares; 2024Q4: 54,990 shares; 2025Q1: 57,844 shares; 2025Q2: 57,062 shares; 2025Q3: 55,729 shares; 2025Q4: 55,520 shares; 2026Q1: 53,238 shares 53,238 $7.4M 0.01% -2,282 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,012 shares; 2024Q4: 27,515 shares; 2025Q1: 27,656 shares; 2025Q2: 27,541 shares; 2025Q3: 38,467 shares; 2025Q4: 29,029 shares; 2026Q1: 29,835 shares 29,835 $7.37M 0.01% +806 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,257 shares; 2025Q4: 152,701 shares; 2026Q1: 156,767 shares 156,767 $7.37M 0.01% +4,066 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,435 shares; 2024Q4: 128,519 shares; 2025Q1: 156,790 shares; 2025Q2: 144,779 shares; 2025Q3: 150,635 shares; 2025Q4: 102,966 shares; 2026Q1: 90,180 shares 90,180 $7.36M 0.01% -12,786 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,643 shares; 2024Q4: 115,396 shares; 2025Q1: 134,969 shares; 2025Q2: 145,237 shares; 2025Q3: 147,629 shares; 2025Q4: 160,757 shares; 2026Q1: 163,276 shares 163,276 $7.36M 0.01% +2,519 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,111 shares; 2024Q4: 42,002 shares; 2025Q1: 44,068 shares; 2025Q2: 49,483 shares; 2025Q3: 57,258 shares; 2025Q4: 59,342 shares; 2026Q1: 54,221 shares 54,221 $7.34M 0.01% -5,121 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,716 shares; 2024Q4: 310,943 shares; 2025Q1: 152,203 shares; 2025Q2: 134,856 shares; 2025Q3: 134,625 shares; 2025Q4: 118,579 shares; 2026Q1: 100,338 shares 100,338 $7.34M 0.01% -18,241 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,899 shares; 2024Q4: 512,616 shares; 2025Q1: 520,236 shares; 2025Q2: 552,040 shares; 2025Q3: 558,318 shares; 2025Q4: 439,723 shares; 2026Q1: 331,674 shares 331,674 $7.32M 0.01% -108,049 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,443 shares; 2024Q4: 177,541 shares; 2025Q1: 192,580 shares; 2025Q2: 160,682 shares; 2025Q3: 146,322 shares; 2025Q4: 148,337 shares; 2026Q1: 108,100 shares 108,100 $7.3M 0.01% -40,237 Timeline JBND 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: 10,617 shares; 2025Q3: 17,246 shares; 2025Q4: 74,360 shares; 2026Q1: 135,647 shares 135,647 $7.29M 0.01% +61,287 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,194 shares; 2024Q4: 71,593 shares; 2025Q1: 67,864 shares; 2025Q2: 66,431 shares; 2025Q3: 64,988 shares; 2025Q4: 63,258 shares; 2026Q1: 66,742 shares 66,742 $7.29M 0.01% +3,484 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,243 shares; 2024Q4: 95,508 shares; 2025Q1: 109,256 shares; 2025Q2: 103,956 shares; 2025Q3: 103,543 shares; 2025Q4: 135,870 shares; 2026Q1: 110,024 shares 110,024 $7.27M 0.01% -25,846 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,847 shares; 2024Q4: 127,441 shares; 2025Q1: 131,990 shares; 2025Q2: 124,242 shares; 2025Q3: 122,016 shares; 2025Q4: 123,149 shares; 2026Q1: 117,369 shares 117,369 $7.27M 0.01% -5,780 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,001 shares; 2024Q4: 37,181 shares; 2025Q1: 34,103 shares; 2025Q2: 29,398 shares; 2025Q3: 27,380 shares; 2025Q4: 27,581 shares; 2026Q1: 39,918 shares 39,918 $7.26M 0.01% +12,337 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,164 shares; 2025Q2: 41,262 shares; 2025Q3: 96,795 shares; 2025Q4: 151,720 shares; 2026Q1: 238,090 shares 238,090 $7.24M 0.01% +86,370 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,360 shares; 2025Q4: 129,848 shares; 2026Q1: 137,365 shares 137,365 $7.24M 0.01% +7,517 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS 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: 111,048 shares 111,048 $7.23M 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,387 shares; 2024Q4: 29,273 shares; 2025Q1: 30,474 shares; 2025Q2: 27,135 shares; 2025Q3: 27,411 shares; 2025Q4: 27,610 shares; 2026Q1: 31,150 shares 31,150 $7.23M 0.01% +3,540 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867,022 shares; 2024Q4: 871,706 shares; 2025Q1: 880,682 shares; 2025Q2: 931,945 shares; 2025Q3: 889,856 shares; 2025Q4: 866,114 shares; 2026Q1: 844,949 shares 844,949 $7.19M 0.01% -21,165 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,846 shares; 2024Q4: 20,586 shares; 2025Q1: 26,320 shares; 2025Q2: 29,975 shares; 2025Q3: 29,678 shares; 2025Q4: 35,115 shares; 2026Q1: 35,004 shares 35,004 $7.18M 0.01% -111 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,660 shares; 2024Q4: 93,478 shares; 2025Q1: 84,900 shares; 2025Q2: 78,432 shares; 2025Q3: 74,803 shares; 2025Q4: 72,324 shares; 2026Q1: 98,214 shares 98,214 $7.15M 0.01% +25,890 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,925 shares; 2024Q4: 70,925 shares; 2025Q1: 66,125 shares; 2025Q2: 66,746 shares; 2025Q3: 59,539 shares; 2025Q4: 59,654 shares; 2026Q1: 93,884 shares 93,884 $7.14M 0.01% +34,230 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,610 shares; 2024Q4: 207,067 shares; 2025Q1: 425,026 shares; 2025Q2: 77,647 shares; 2025Q3: 116,512 shares; 2025Q4: 125,042 shares; 2026Q1: 95,018 shares 95,018 $7.14M 0.01% -30,024 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,145 shares; 2025Q4: 59,227 shares; 2026Q1: 172,753 shares 172,753 $7.12M 0.01% +113,526 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197,620 shares; 2024Q4: 1,406,917 shares; 2025Q1: 1,187,744 shares; 2025Q2: 578,603 shares; 2025Q3: 719,100 shares; 2025Q4: 410,969 shares; 2026Q1: 74,160 shares 74,160 $7.12M 0.01% -336,809 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,355 shares; 2024Q4: 114,639 shares; 2025Q1: 133,816 shares; 2025Q2: 177,693 shares; 2025Q3: 179,537 shares; 2025Q4: 181,887 shares; 2026Q1: 174,045 shares 174,045 $7.1M 0.01% -7,842 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504,414 shares; 2024Q4: 534,778 shares; 2025Q1: 592,742 shares; 2025Q2: 543,309 shares; 2025Q3: 514,945 shares; 2025Q4: 469,272 shares; 2026Q1: 501,404 shares 501,404 $7.08M 0.01% +32,132 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,432 shares; 2024Q4: 153,951 shares; 2025Q1: 151,797 shares; 2025Q2: 172,530 shares; 2025Q3: 177,812 shares; 2025Q4: 182,113 shares; 2026Q1: 180,983 shares 180,983 $7.08M 0.01% -1,130 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,891 shares; 2024Q4: 363,552 shares; 2025Q1: 383,860 shares; 2025Q2: 463,230 shares; 2025Q3: 374,581 shares; 2025Q4: 299,131 shares; 2026Q1: 334,683 shares 334,683 $7.08M 0.01% +35,552 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,221 shares; 2024Q4: 52,909 shares; 2025Q1: 51,249 shares; 2025Q2: 57,854 shares; 2025Q3: 58,005 shares; 2025Q4: 55,868 shares; 2026Q1: 55,293 shares 55,293 $7.07M 0.01% -575 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,975 shares; 2024Q4: 84,390 shares; 2025Q1: 67,770 shares; 2025Q2: 67,439 shares; 2025Q3: 66,062 shares; 2025Q4: 60,013 shares; 2026Q1: 24,655 shares 24,655 $7.07M 0.01% -35,358 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,227 shares; 2024Q4: 78,372 shares; 2025Q1: 83,777 shares; 2025Q2: 79,897 shares; 2025Q3: 85,296 shares; 2025Q4: 97,103 shares; 2026Q1: 105,757 shares 105,757 $7.06M 0.01% +8,654 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,530 shares; 2024Q4: 96,036 shares; 2025Q1: 93,359 shares; 2025Q2: 93,120 shares; 2025Q3: 103,989 shares; 2025Q4: 107,295 shares; 2026Q1: 104,881 shares 104,881 $7.04M 0.01% -2,414 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614,090 shares; 2024Q4: 579,488 shares; 2025Q1: 355,267 shares; 2025Q2: 356,230 shares; 2025Q3: 449,037 shares; 2025Q4: 402,411 shares; 2026Q1: 446,693 shares 446,693 $7.02M 0.01% +44,282 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: 12,720 shares; 2025Q1: 12,448 shares; 2025Q2: 18,821 shares; 2025Q3: 30,011 shares; 2025Q4: 40,332 shares; 2026Q1: 38,348 shares 38,348 $7.02M 0.01% -1,984 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,995 shares; 2024Q4: 67,255 shares; 2025Q1: 87,038 shares; 2025Q2: 67,905 shares; 2025Q3: 64,758 shares; 2025Q4: 100,240 shares; 2026Q1: 103,643 shares 103,643 $7.01M 0.01% +3,403 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,864 shares; 2024Q4: 333,602 shares; 2025Q1: 358,232 shares; 2025Q2: 371,048 shares; 2025Q3: 357,518 shares; 2025Q4: 335,389 shares; 2026Q1: 368,270 shares 368,270 $7M 0.01% +32,881 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,329 shares; 2024Q4: 23,075 shares; 2025Q1: 23,039 shares; 2025Q2: 24,314 shares; 2025Q3: 25,229 shares; 2025Q4: 22,969 shares; 2026Q1: 18,376 shares 18,376 $6.99M 0.01% -4,593 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,314 shares; 2024Q4: 172,808 shares; 2025Q1: 189,729 shares; 2025Q2: 190,628 shares; 2025Q3: 177,501 shares; 2025Q4: 158,620 shares; 2026Q1: 156,855 shares 156,855 $6.96M 0.01% -1,765 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,329 shares; 2024Q4: 16,889 shares; 2025Q1: 22,187 shares; 2025Q2: 22,909 shares; 2025Q3: 41,107 shares; 2025Q4: 42,144 shares; 2026Q1: 51,373 shares 51,373 $6.96M 0.01% +9,229 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,044 shares; 2024Q4: 125,769 shares; 2025Q1: 126,593 shares; 2025Q2: 143,211 shares; 2025Q3: 146,774 shares; 2025Q4: 154,586 shares; 2026Q1: 157,712 shares 157,712 $6.94M 0.01% +3,126 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,712 shares; 2024Q4: 43,533 shares; 2025Q1: 38,904 shares; 2025Q2: 35,028 shares; 2025Q3: 51,168 shares; 2025Q4: 35,608 shares; 2026Q1: 46,294 shares 46,294 $6.92M 0.01% +10,686 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 3,778 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,684 shares; 2026Q1: 186,834 shares 186,834 $6.9M 0.01% +129,150 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,396 shares; 2024Q4: 258,776 shares; 2025Q1: 256,423 shares; 2025Q2: 251,703 shares; 2025Q3: 251,476 shares; 2025Q4: 250,022 shares; 2026Q1: 264,858 shares 264,858 $6.88M 0.01% +14,836 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,248 shares; 2024Q4: 9,248 shares; 2025Q1: 108,123 shares; 2025Q2: 171,724 shares; 2025Q3: 180,281 shares; 2025Q4: 191,938 shares; 2026Q1: 192,204 shares 192,204 $6.86M 0.01% +266 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 21,162 shares; 2025Q1: 19,829 shares; 2025Q2: 19,936 shares; 2025Q3: 18,758 shares; 2025Q4: 21,575 shares; 2026Q1: 21,013 shares 21,013 $6.85M 0.01% -562 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,146 shares; 2024Q4: 105,045 shares; 2025Q1: 93,927 shares; 2025Q2: 73,679 shares; 2025Q3: 76,930 shares; 2025Q4: 76,612 shares; 2026Q1: 63,754 shares 63,754 $6.81M 0.01% -12,858 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,955 shares; 2024Q4: 404,195 shares; 2025Q1: 399,214 shares; 2025Q2: 519,998 shares; 2025Q3: 573,428 shares; 2025Q4: 553,074 shares; 2026Q1: 393,990 shares 393,990 $6.78M 0.01% -159,084 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,711 shares; 2024Q4: 36,167 shares; 2025Q1: 34,534 shares; 2025Q2: 33,121 shares; 2025Q3: 31,805 shares; 2025Q4: 29,088 shares; 2026Q1: 26,943 shares 26,943 $6.78M 0.01% -2,145 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,006 shares; 2024Q4: 11,468 shares; 2025Q1: 12,720 shares; 2025Q2: 13,239 shares; 2025Q3: 25,385 shares; 2025Q4: 24,889 shares; 2026Q1: 25,517 shares 25,517 $6.77M 0.01% +628 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,451 shares; 2025Q3: 38,926 shares; 2025Q4: 45,881 shares; 2026Q1: 163,960 shares 163,960 $6.76M 0.01% +118,079 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,838 shares; 2024Q4: 17,557 shares; 2025Q1: 17,709 shares; 2025Q2: 27,338 shares; 2025Q3: 27,068 shares; 2025Q4: 26,845 shares; 2026Q1: 27,138 shares 27,138 $6.75M 0.01% +293 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,788 shares; 2024Q4: 94,173 shares; 2025Q1: 88,113 shares; 2025Q2: 80,617 shares; 2025Q3: 81,201 shares; 2025Q4: 73,033 shares; 2026Q1: 47,010 shares 47,010 $6.75M 0.01% -26,023 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,180 shares; 2024Q4: 38,733 shares; 2025Q1: 44,654 shares; 2025Q2: 49,969 shares; 2025Q3: 73,485 shares; 2025Q4: 143,118 shares; 2026Q1: 161,860 shares 161,860 $6.72M 0.01% +18,742 Timeline GPIX 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: 46,969 shares; 2025Q2: 54,965 shares; 2025Q3: 40,814 shares; 2025Q4: 101,270 shares; 2026Q1: 134,229 shares 134,229 $6.72M 0.01% +32,959 Timeline DFSV 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: 118,256 shares; 2024Q4: 116,676 shares; 2025Q1: 194,541 shares; 2025Q2: 186,325 shares; 2025Q3: 192,046 shares; 2025Q4: 194,099 shares; 2026Q1: 191,676 shares 191,676 $6.72M 0.01% -2,423 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,777 shares; 2024Q4: 28,756 shares; 2025Q1: 25,091 shares; 2025Q2: 21,551 shares; 2025Q3: 19,062 shares; 2025Q4: 38,033 shares; 2026Q1: 35,456 shares 35,456 $6.69M 0.01% -2,577 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,919 shares; 2024Q4: 43,811 shares; 2025Q1: 35,099 shares; 2025Q2: 45,148 shares; 2025Q3: 45,228 shares; 2025Q4: 44,699 shares; 2026Q1: 45,325 shares 45,325 $6.69M 0.01% +626 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,635 shares; 2024Q4: 102,492 shares; 2025Q1: 102,972 shares; 2025Q2: 102,815 shares; 2025Q3: 111,549 shares; 2025Q4: 125,082 shares; 2026Q1: 126,375 shares 126,375 $6.68M 0.01% +1,293 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,219 shares; 2024Q4: 75,785 shares; 2025Q1: 83,305 shares; 2025Q2: 83,308 shares; 2025Q3: 104,390 shares; 2025Q4: 99,358 shares; 2026Q1: 112,275 shares 112,275 $6.66M 0.01% +12,917 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,002 shares; 2024Q4: 281,872 shares; 2025Q1: 280,059 shares; 2025Q2: 382,804 shares; 2025Q3: 381,238 shares; 2025Q4: 393,041 shares; 2026Q1: 388,535 shares 388,535 $6.65M 0.01% -4,506 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,422 shares; 2024Q4: 45,933 shares; 2025Q1: 47,086 shares; 2025Q2: 49,328 shares; 2025Q3: 50,262 shares; 2025Q4: 50,972 shares; 2026Q1: 52,480 shares 52,480 $6.65M 0.01% +1,508 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,949 shares; 2024Q4: 16,813 shares; 2025Q1: 17,740 shares; 2025Q2: 17,830 shares; 2025Q3: 20,512 shares; 2025Q4: 18,722 shares; 2026Q1: 33,017 shares 33,017 $6.59M 0.01% +14,295 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,700 shares; 2024Q4: 96,994 shares; 2025Q1: 93,633 shares; 2025Q2: 93,737 shares; 2025Q3: 91,102 shares; 2025Q4: 86,464 shares; 2026Q1: 92,848 shares 92,848 $6.58M 0.01% +6,384 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 12,848 shares; 2025Q1: 16,209 shares; 2025Q2: 18,399 shares; 2025Q3: 32,299 shares; 2025Q4: 172,602 shares; 2026Q1: 169,177 shares 169,177 $6.58M 0.01% -3,425 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,378 shares; 2024Q4: 43,055 shares; 2025Q1: 49,256 shares; 2025Q2: 53,566 shares; 2025Q3: 57,460 shares; 2025Q4: 56,858 shares; 2026Q1: 51,639 shares 51,639 $6.57M 0.01% -5,219 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,865 shares; 2024Q4: 45,507 shares; 2025Q1: 30,414 shares; 2025Q2: 60,801 shares; 2025Q3: 61,652 shares; 2025Q4: 54,913 shares; 2026Q1: 203,604 shares 203,604 $6.57M 0.01% +148,691 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,032 shares; 2024Q4: 78,399 shares; 2025Q1: 79,852 shares; 2025Q2: 82,538 shares; 2025Q3: 88,080 shares; 2025Q4: 77,668 shares; 2026Q1: 69,929 shares 69,929 $6.56M 0.01% -7,739 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,818 shares; 2024Q4: 344,068 shares; 2025Q1: 414,492 shares; 2025Q2: 433,067 shares; 2025Q3: 434,905 shares; 2025Q4: 584,568 shares; 2026Q1: 590,555 shares 590,555 $6.56M 0.01% +5,987 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675,918 shares; 2024Q4: 733,417 shares; 2025Q1: 744,426 shares; 2025Q2: 759,286 shares; 2025Q3: 663,280 shares; 2025Q4: 657,239 shares; 2026Q1: 691,084 shares 691,084 $6.55M 0.01% +33,845 Timeline FHLC 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: 97,200 shares; 2024Q4: 97,908 shares; 2025Q1: 94,760 shares; 2025Q2: 92,210 shares; 2025Q3: 89,919 shares; 2025Q4: 93,703 shares; 2026Q1: 93,070 shares 93,070 $6.55M 0.01% -633 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,657 shares; 2024Q4: 155,294 shares; 2025Q1: 101,056 shares; 2025Q2: 108,458 shares; 2025Q3: 105,318 shares; 2025Q4: 105,050 shares; 2026Q1: 39,881 shares 39,881 $6.55M 0.01% -65,169 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,830 shares; 2024Q4: 11,261 shares; 2025Q1: 7,633 shares; 2025Q2: 5,187 shares; 2025Q3: 56,086 shares; 2025Q4: 51,679 shares; 2026Q1: 50,474 shares 50,474 $6.54M 0.01% -1,205 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,924 shares; 2024Q4: 158,108 shares; 2025Q1: 230,263 shares; 2025Q2: 151,610 shares; 2025Q3: 149,952 shares; 2025Q4: 158,581 shares; 2026Q1: 207,789 shares 207,789 $6.54M 0.01% +49,208 Timeline SPIR SPIRE GLOBAL INC More: the full row for SPIRE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,660 shares; 2024Q4: 226,090 shares; 2025Q1: 295,613 shares; 2025Q2: 317,329 shares; 2025Q3: 394,589 shares; 2025Q4: 524,579 shares; 2026Q1: 518,217 shares 518,217 $6.52M 0.01% -6,362 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,737 shares; 2024Q4: 20,416 shares; 2025Q1: 20,663 shares; 2025Q2: 27,651 shares; 2025Q3: 34,665 shares; 2025Q4: 46,341 shares; 2026Q1: 61,006 shares 61,006 $6.51M 0.01% +14,665 Timeline FRMI FERMI INC More: the full row for FERMI 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: 60,870 shares; 2026Q1: 1,114,787 shares 1,114,787 $6.51M 0.01% +1,053,917 Timeline SCHE 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: 222,551 shares; 2024Q4: 227,484 shares; 2025Q1: 207,265 shares; 2025Q2: 202,696 shares; 2025Q3: 199,206 shares; 2025Q4: 199,791 shares; 2026Q1: 197,130 shares 197,130 $6.5M 0.01% -2,661 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,967 shares; 2024Q4: 55,295 shares; 2025Q1: 54,714 shares; 2025Q2: 73,606 shares; 2025Q3: 146,951 shares; 2025Q4: 102,225 shares; 2026Q1: 76,453 shares 76,453 $6.49M 0.01% -25,772 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,711 shares; 2024Q4: 259,774 shares; 2025Q1: 234,921 shares; 2025Q2: 451,595 shares; 2025Q3: 385,115 shares; 2025Q4: 262,687 shares; 2026Q1: 243,994 shares 243,994 $6.47M 0.01% -18,693 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,911 shares; 2024Q4: 55,455 shares; 2025Q1: 59,599 shares; 2025Q2: 49,284 shares; 2025Q3: 41,706 shares; 2025Q4: 37,098 shares; 2026Q1: 40,827 shares 40,827 $6.46M 0.01% +3,729 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,290 shares; 2024Q4: 311,235 shares; 2025Q1: 316,100 shares; 2025Q2: 163,495 shares; 2025Q3: 222,348 shares; 2025Q4: 286,430 shares; 2026Q1: 259,869 shares 259,869 $6.44M 0.01% -26,561 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,655 shares; 2024Q4: 171,632 shares; 2025Q1: 180,361 shares; 2025Q2: 202,744 shares; 2025Q3: 228,303 shares; 2025Q4: 238,123 shares; 2026Q1: 193,962 shares 193,962 $6.44M 0.01% -44,161 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,301 shares; 2024Q4: 28,844 shares; 2025Q1: 35,454 shares; 2025Q2: 41,631 shares; 2025Q3: 44,480 shares; 2025Q4: 42,475 shares; 2026Q1: 37,067 shares 37,067 $6.43M 0.01% -5,408 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,637 shares; 2024Q4: 132,346 shares; 2025Q1: 112,923 shares; 2025Q2: 110,953 shares; 2025Q3: 109,975 shares; 2025Q4: 101,414 shares; 2026Q1: 104,265 shares 104,265 $6.43M 0.01% +2,851 Timeline SMB 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: 214,153 shares; 2024Q4: 209,624 shares; 2025Q1: 239,060 shares; 2025Q2: 340,161 shares; 2025Q3: 346,050 shares; 2025Q4: 346,833 shares; 2026Q1: 371,430 shares 371,430 $6.43M 0.01% +24,597 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,750 shares; 2024Q4: 65,995 shares; 2025Q1: 72,059 shares; 2025Q2: 70,889 shares; 2025Q3: 70,449 shares; 2025Q4: 62,070 shares; 2026Q1: 34,255 shares 34,255 $6.41M 0.01% -27,815 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,442 shares; 2024Q4: 122,694 shares; 2025Q1: 122,627 shares; 2025Q2: 118,008 shares; 2025Q3: 113,988 shares; 2025Q4: 95,464 shares; 2026Q1: 98,172 shares 98,172 $6.41M 0.01% +2,708 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,995 shares; 2025Q3: 22,317 shares; 2025Q4: 67,638 shares; 2026Q1: 84,517 shares 84,517 $6.4M 0.01% +16,879 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,286 shares 74,286 $6.4M 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,613 shares; 2024Q4: 206,717 shares; 2025Q1: 240,741 shares; 2025Q2: 220,137 shares; 2025Q3: 278,749 shares; 2025Q4: 223,806 shares; 2026Q1: 147,908 shares 147,908 $6.38M 0.01% -75,898 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,462 shares; 2024Q4: 344,670 shares; 2025Q1: 390,608 shares; 2025Q2: 379,125 shares; 2025Q3: 391,512 shares; 2025Q4: 390,477 shares; 2026Q1: 285,494 shares 285,494 $6.38M 0.01% -104,983 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,652 shares; 2024Q4: 57,625 shares; 2025Q1: 53,430 shares; 2025Q2: 56,462 shares; 2025Q3: 56,194 shares; 2025Q4: 58,096 shares; 2026Q1: 69,115 shares 69,115 $6.38M 0.01% +11,019 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,341 shares; 2024Q4: 413,937 shares; 2025Q1: 424,427 shares; 2025Q2: 423,164 shares; 2025Q3: 431,288 shares; 2025Q4: 432,777 shares; 2026Q1: 433,724 shares 433,724 $6.38M 0.01% +947 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,232 shares; 2024Q4: 147,062 shares; 2025Q1: 76,940 shares; 2025Q2: 74,560 shares; 2025Q3: 77,247 shares; 2025Q4: 78,893 shares; 2026Q1: 79,273 shares 79,273 $6.35M 0.01% +380 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,169 shares; 2024Q4: 123,023 shares; 2025Q1: 117,561 shares; 2025Q2: 112,270 shares; 2025Q3: 107,826 shares; 2025Q4: 125,885 shares; 2026Q1: 129,425 shares 129,425 $6.34M 0.01% +3,540 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,610 shares; 2025Q3: 50,598 shares; 2025Q4: 106,775 shares; 2026Q1: 206,501 shares 206,501 $6.34M 0.01% +99,726 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,623 shares; 2024Q4: 14,118 shares; 2025Q1: 14,700 shares; 2025Q2: 13,624 shares; 2025Q3: 14,226 shares; 2025Q4: 13,931 shares; 2026Q1: 46,220 shares 46,220 $6.31M 0.01% +32,289 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,686 shares; 2024Q4: 34,413 shares; 2025Q1: 51,994 shares; 2025Q2: 64,088 shares; 2025Q3: 59,670 shares; 2025Q4: 59,659 shares; 2026Q1: 57,349 shares 57,349 $6.3M 0.01% -2,310 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,382 shares; 2024Q4: 87,325 shares; 2025Q1: 70,328 shares; 2025Q2: 70,451 shares; 2025Q3: 69,011 shares; 2025Q4: 71,070 shares; 2026Q1: 72,680 shares 72,680 $6.29M 0.01% +1,610 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,772 shares; 2025Q3: 103,575 shares; 2025Q4: 135,092 shares; 2026Q1: 81,147 shares 81,147 $6.29M 0.01% -53,945 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,558 shares; 2024Q4: 38,722 shares; 2025Q1: 113,181 shares; 2025Q2: 24,700 shares; 2025Q3: 26,114 shares; 2025Q4: 29,007 shares; 2026Q1: 51,085 shares 51,085 $6.28M 0.01% +22,078 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,463 shares; 2024Q4: 233,179 shares; 2025Q1: 241,544 shares; 2025Q2: 171,698 shares; 2025Q3: 176,244 shares; 2025Q4: 178,208 shares; 2026Q1: 263,103 shares 263,103 $6.28M 0.01% +84,895 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,002 shares; 2024Q4: 99,197 shares; 2025Q1: 103,446 shares; 2025Q2: 102,198 shares; 2025Q3: 132,176 shares; 2025Q4: 133,148 shares; 2026Q1: 127,792 shares 127,792 $6.26M 0.01% -5,356 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609,474 shares; 2024Q4: 615,581 shares; 2025Q1: 318,158 shares; 2025Q2: 437,413 shares; 2025Q3: 391,193 shares; 2025Q4: 390,215 shares; 2026Q1: 368,102 shares 368,102 $6.25M 0.01% -22,113 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,391 shares; 2024Q4: 88,478 shares; 2025Q1: 95,068 shares; 2025Q2: 93,010 shares; 2025Q3: 91,259 shares; 2025Q4: 105,752 shares; 2026Q1: 207,595 shares 207,595 $6.25M 0.01% +101,843 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,950 shares; 2024Q4: 110,728 shares; 2025Q1: 108,486 shares; 2025Q2: 106,067 shares; 2025Q3: 102,451 shares; 2025Q4: 101,301 shares; 2026Q1: 99,870 shares 99,870 $6.24M 0.01% -1,431 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 8,055 shares; 2025Q1: 8,055 shares; 2025Q2: 14,078 shares; 2025Q3: 14,637 shares; 2025Q4: 53,610 shares; 2026Q1: 82,597 shares 82,597 $6.24M 0.01% +28,987 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,841 shares; 2024Q4: 166,851 shares; 2025Q1: 197,225 shares; 2025Q2: 198,508 shares; 2025Q3: 198,149 shares; 2025Q4: 126,904 shares; 2026Q1: 103,202 shares 103,202 $6.21M 0.01% -23,702 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,691 shares; 2024Q4: 96,032 shares; 2025Q1: 92,026 shares; 2025Q2: 96,243 shares; 2025Q3: 89,654 shares; 2025Q4: 81,312 shares; 2026Q1: 68,666 shares 68,666 $6.21M 0.01% -12,646 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,375 shares; 2024Q4: 106,656 shares; 2025Q1: 95,157 shares; 2025Q2: 66,922 shares; 2025Q3: 67,707 shares; 2025Q4: 64,795 shares; 2026Q1: 62,377 shares 62,377 $6.2M 0.01% -2,418 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,922 shares; 2024Q4: 197,849 shares; 2025Q1: 200,795 shares; 2025Q2: 179,828 shares; 2025Q3: 188,966 shares; 2025Q4: 184,024 shares; 2026Q1: 141,566 shares 141,566 $6.19M 0.01% -42,458 Timeline FBCG 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: 12,702 shares; 2024Q4: 15,083 shares; 2025Q1: 49,137 shares; 2025Q2: 103,375 shares; 2025Q3: 120,047 shares; 2025Q4: 121,744 shares; 2026Q1: 123,100 shares 123,100 $6.17M 0.01% +1,356 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,961 shares; 2025Q1: 38,209 shares; 2025Q2: 70,584 shares; 2025Q3: 72,646 shares; 2025Q4: 100,885 shares; 2026Q1: 72,031 shares 72,031 $6.17M 0.01% -28,854 Timeline IBTH 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: 222,671 shares; 2024Q4: 250,429 shares; 2025Q1: 224,676 shares; 2025Q2: 237,998 shares; 2025Q3: 258,528 shares; 2025Q4: 291,949 shares; 2026Q1: 274,896 shares 274,896 $6.17M 0.01% -17,053 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 5,418 shares; 2025Q1: 4,908 shares; 2025Q2: 4,842 shares; 2025Q3: 4,781 shares; 2025Q4: 4,736 shares; 2026Q1: 5,124 shares 5,124 $6.1M 0.01% +388 SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,730 shares; 2024Q4: 94,457 shares; 2025Q1: 81,964 shares; 2025Q2: 104,745 shares; 2025Q3: 133,926 shares; 2025Q4: 147,788 shares; 2026Q1: 136,805 shares 136,805 $6.1M 0.01% -10,983 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,900 shares; 2024Q4: 33,718 shares; 2025Q1: 24,716 shares; 2025Q2: 14,835 shares; 2025Q3: 18,607 shares; 2025Q4: 36,584 shares; 2026Q1: 41,389 shares 41,389 $6.1M 0.01% +4,805 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,563 shares; 2024Q4: 74,292 shares; 2025Q1: 56,893 shares; 2025Q2: 57,028 shares; 2025Q3: 54,772 shares; 2025Q4: 50,099 shares; 2026Q1: 49,371 shares 49,371 $6.07M 0.01% -728 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,427 shares; 2025Q3: 73,076 shares; 2025Q4: 118,993 shares; 2026Q1: 63,329 shares 63,329 $6.06M 0.01% -55,664 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,108 shares; 2024Q4: 15,190 shares; 2025Q1: 13,312 shares; 2025Q2: 12,121 shares; 2025Q3: 19,813 shares; 2025Q4: 19,588 shares; 2026Q1: 20,711 shares 20,711 $6.06M 0.01% +1,123 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,991 shares; 2024Q4: 75,318 shares; 2025Q1: 75,347 shares; 2025Q2: 74,517 shares; 2025Q3: 73,618 shares; 2025Q4: 73,957 shares; 2026Q1: 72,642 shares 72,642 $6.06M 0.01% -1,315 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,049 shares; 2024Q4: 17,536 shares; 2025Q1: 39,108 shares; 2025Q2: 38,758 shares; 2025Q3: 35,954 shares; 2025Q4: 54,231 shares; 2026Q1: 81,926 shares 81,926 $6.05M 0.01% +27,695 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,813 shares; 2024Q4: 44,966 shares; 2025Q1: 23,782 shares; 2025Q2: 23,584 shares; 2025Q3: 23,193 shares; 2025Q4: 21,638 shares; 2026Q1: 20,840 shares 20,840 $6.05M 0.01% -798 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,110 shares; 2024Q4: 391,297 shares; 2025Q1: 391,929 shares; 2025Q2: 423,473 shares; 2025Q3: 414,404 shares; 2025Q4: 413,657 shares; 2026Q1: 438,048 shares 438,048 $6.04M 0.01% +24,391 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,091 shares; 2024Q4: 217,235 shares; 2025Q1: 24,424 shares; 2025Q2: 134,243 shares; 2025Q3: 153,336 shares; 2025Q4: 169,815 shares; 2026Q1: 178,964 shares 178,964 $6.04M 0.01% +9,149 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,514 shares; 2024Q4: 522,474 shares; 2025Q1: 677,342 shares; 2025Q2: 659,535 shares; 2025Q3: 757,150 shares; 2025Q4: 637,267 shares; 2026Q1: 667,790 shares 667,790 $6M 0.01% +30,523 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,582 shares; 2024Q4: 70,709 shares; 2025Q1: 79,420 shares; 2025Q2: 84,522 shares; 2025Q3: 87,936 shares; 2025Q4: 91,729 shares; 2026Q1: 92,611 shares 92,611 $6M 0.01% +882 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136,968 shares; 2024Q4: 1,100,314 shares; 2025Q1: 1,009,696 shares; 2025Q2: 578,691 shares; 2025Q3: 591,799 shares; 2025Q4: 653,363 shares; 2026Q1: 1,189,841 shares 1,189,841 $5.98M 0.01% +536,478 Timeline ISCF 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: 69,764 shares; 2024Q4: 69,390 shares; 2025Q1: 69,281 shares; 2025Q2: 68,887 shares; 2025Q3: 39,795 shares; 2025Q4: 39,082 shares; 2026Q1: 142,736 shares 142,736 $5.96M 0.01% +103,654 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,873 shares; 2024Q4: 100,212 shares; 2025Q1: 114,575 shares; 2025Q2: 118,667 shares; 2025Q3: 119,551 shares; 2025Q4: 116,893 shares; 2026Q1: 42,720 shares 42,720 $5.96M 0.01% -74,173 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,342 shares; 2024Q4: 95,707 shares; 2025Q1: 95,508 shares; 2025Q2: 123,688 shares; 2025Q3: 47,590 shares; 2025Q4: 53,025 shares; 2026Q1: 140,313 shares 140,313 $5.96M 0.01% +87,288 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,220 shares; 2024Q4: 44,107 shares; 2025Q1: 78,067 shares; 2025Q2: 44,060 shares; 2025Q3: 45,495 shares; 2025Q4: 54,196 shares; 2026Q1: 52,271 shares 52,271 $5.96M 0.01% -1,925 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,739 shares; 2024Q4: 62,009 shares; 2025Q1: 83,165 shares; 2025Q2: 80,128 shares; 2025Q3: 58,378 shares; 2025Q4: 58,696 shares; 2026Q1: 25,842 shares 25,842 $5.94M 0.01% -32,854 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,242 shares; 2025Q2: 77,878 shares; 2025Q3: 381,218 shares; 2025Q4: 400,246 shares; 2026Q1: 411,262 shares 411,262 $5.93M 0.01% +11,016 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 139,571 shares; 2025Q3: 211,383 shares; 2025Q4: 288,558 shares; 2026Q1: 231,116 shares 231,116 $5.93M 0.01% -57,442 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,732 shares; 2024Q4: 56,733 shares; 2025Q1: 42,089 shares; 2025Q2: 47,685 shares; 2025Q3: 44,464 shares; 2025Q4: 51,083 shares; 2026Q1: 48,852 shares 48,852 $5.92M 0.01% -2,231 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,013 shares; 2024Q4: 13,613 shares; 2025Q1: 35,925 shares; 2025Q2: 20,037 shares; 2025Q3: 54,576 shares; 2025Q4: 145,373 shares; 2026Q1: 304,212 shares 304,212 $5.91M 0.01% +158,839 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 9,433 shares; 2025Q1: 10,287 shares; 2025Q2: 10,105 shares; 2025Q3: 10,066 shares; 2025Q4: 9,567 shares; 2026Q1: 8,069 shares 8,069 $5.89M 0.01% -1,498 Timeline AGGY 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: 150,880 shares; 2024Q4: 137,065 shares; 2025Q1: 134,201 shares; 2025Q2: 130,963 shares; 2025Q3: 129,703 shares; 2025Q4: 136,654 shares; 2026Q1: 135,553 shares 135,553 $5.89M 0.01% -1,101 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 2,873 shares; 2025Q1: 7,359 shares; 2025Q2: 25,523 shares; 2025Q3: 25,537 shares; 2025Q4: 33,224 shares; 2026Q1: 35,697 shares 35,697 $5.89M 0.01% +2,473 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,490 shares; 2024Q4: 405,204 shares; 2025Q1: 539,093 shares; 2025Q2: 643,349 shares; 2025Q3: 437,706 shares; 2025Q4: 416,850 shares; 2026Q1: 394,897 shares 394,897 $5.88M 0.01% -21,953 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951,769 shares; 2024Q4: 651,076 shares; 2025Q1: 660,337 shares; 2025Q2: 630,329 shares; 2025Q3: 602,909 shares; 2025Q4: 564,536 shares; 2026Q1: 540,038 shares 540,038 $5.88M 0.01% -24,498 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,859 shares; 2024Q4: 54,567 shares; 2025Q1: 47,182 shares; 2025Q2: 40,697 shares; 2025Q3: 41,130 shares; 2025Q4: 39,216 shares; 2026Q1: 17,337 shares 17,337 $5.87M 0.01% -21,879 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,347 shares; 2024Q4: 181,879 shares; 2025Q1: 242,343 shares; 2025Q2: 222,269 shares; 2025Q3: 125,403 shares; 2025Q4: 206,991 shares; 2026Q1: 241,540 shares 241,540 $5.87M 0.01% +34,549 Timeline HYS 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: 46,810 shares; 2024Q4: 46,984 shares; 2025Q1: 55,644 shares; 2025Q2: 51,266 shares; 2025Q3: 54,784 shares; 2025Q4: 59,708 shares; 2026Q1: 62,728 shares 62,728 $5.85M 0.01% +3,020 Timeline PTNQ 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: 339,994 shares; 2024Q4: 339,635 shares; 2025Q1: 76,339 shares; 2025Q2: 82,344 shares; 2025Q3: 71,979 shares; 2025Q4: 78,761 shares; 2026Q1: 79,881 shares 79,881 $5.83M 0.01% +1,120 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,682 shares; 2024Q4: 140,338 shares; 2025Q1: 113,252 shares; 2025Q2: 111,730 shares; 2025Q3: 102,444 shares; 2025Q4: 100,990 shares; 2026Q1: 101,138 shares 101,138 $5.83M 0.01% +148 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,757 shares; 2026Q1: 65,402 shares 65,402 $5.82M 0.01% +6,645 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,502 shares; 2024Q4: 123,802 shares; 2025Q1: 121,983 shares; 2025Q2: 121,984 shares; 2025Q3: 140,685 shares; 2025Q4: 156,301 shares; 2026Q1: 147,471 shares 147,471 $5.82M 0.01% -8,830 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,892 shares; 2024Q4: 30,620 shares; 2025Q1: 20,644 shares; 2025Q2: 13,574 shares; 2025Q3: 13,362 shares; 2025Q4: 13,117 shares; 2026Q1: 11,839 shares 11,839 $5.81M 0.01% -1,278 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,693 shares; 2024Q4: 105,697 shares; 2025Q1: 106,202 shares; 2025Q2: 107,112 shares; 2025Q3: 107,454 shares; 2025Q4: 107,530 shares; 2026Q1: 107,906 shares 107,906 $5.81M 0.01% +376 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,045 shares; 2024Q4: 110,493 shares; 2025Q1: 135,769 shares; 2025Q2: 97,842 shares; 2025Q3: 92,356 shares; 2025Q4: 101,932 shares; 2026Q1: 111,717 shares 111,717 $5.79M 0.01% +9,785 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,879 shares; 2024Q4: 157,768 shares; 2025Q1: 163,456 shares; 2025Q2: 88,800 shares; 2025Q3: 90,801 shares; 2025Q4: 127,856 shares; 2026Q1: 59,185 shares 59,185 $5.78M 0.01% -68,671 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,762 shares; 2024Q4: 11,076 shares; 2025Q1: 11,115 shares; 2025Q2: 18,725 shares; 2025Q3: 29,728 shares; 2025Q4: 26,773 shares; 2026Q1: 26,029 shares 26,029 $5.78M 0.01% -744 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,222 shares; 2024Q4: 190,952 shares; 2025Q1: 199,640 shares; 2025Q2: 185,460 shares; 2025Q3: 188,883 shares; 2025Q4: 193,684 shares; 2026Q1: 209,549 shares 209,549 $5.74M 0.01% +15,865 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,984 shares; 2024Q4: 64,870 shares; 2025Q1: 67,252 shares; 2025Q2: 61,146 shares; 2025Q3: 55,991 shares; 2025Q4: 54,376 shares; 2026Q1: 59,296 shares 59,296 $5.74M 0.01% +4,920 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,834 shares; 2024Q4: 45,020 shares; 2025Q1: 45,020 shares; 2025Q2: 44,520 shares; 2025Q3: 43,323 shares; 2025Q4: 43,323 shares; 2026Q1: 42,467 shares 42,467 $5.74M 0.01% -856 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,459 shares; 2024Q4: 31,475 shares; 2025Q1: 32,877 shares; 2025Q2: 31,199 shares; 2025Q3: 31,218 shares; 2025Q4: 28,835 shares; 2026Q1: 25,078 shares 25,078 $5.73M 0.01% -3,757 Timeline IBMQ 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: 94,700 shares; 2024Q4: 97,826 shares; 2025Q1: 107,335 shares; 2025Q2: 193,861 shares; 2025Q3: 199,583 shares; 2025Q4: 213,654 shares; 2026Q1: 224,326 shares 224,326 $5.73M 0.01% +10,672 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,552 shares; 2024Q4: 30,139 shares; 2025Q1: 30,308 shares; 2025Q2: 30,520 shares; 2025Q3: 31,135 shares; 2025Q4: 30,471 shares; 2026Q1: 27,902 shares 27,902 $5.71M 0.01% -2,569 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,774 shares; 2024Q4: 187,069 shares; 2025Q1: 163,356 shares; 2025Q2: 141,210 shares; 2025Q3: 136,856 shares; 2025Q4: 127,498 shares; 2026Q1: 179,729 shares 179,729 $5.69M 0.01% +52,231 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,079 shares; 2024Q4: 130,810 shares; 2025Q1: 72,821 shares; 2025Q2: 72,341 shares; 2025Q3: 69,306 shares; 2025Q4: 64,095 shares; 2026Q1: 60,854 shares 60,854 $5.69M 0.01% -3,241 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,782 shares; 2024Q4: 28,632 shares; 2025Q1: 30,374 shares; 2025Q2: 26,356 shares; 2025Q3: 24,602 shares; 2025Q4: 20,494 shares; 2026Q1: 22,157 shares 22,157 $5.65M 0.01% +1,663 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 27,787 shares; 2025Q1: 48,344 shares; 2025Q2: 70,018 shares; 2025Q3: 104,199 shares; 2025Q4: 111,680 shares; 2026Q1: 109,861 shares 109,861 $5.62M 0.01% -1,819 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,255 shares; 2024Q4: 221,908 shares; 2025Q1: 214,012 shares; 2025Q2: 104,452 shares; 2025Q3: 76,130 shares; 2025Q4: 131,560 shares; 2026Q1: 92,378 shares 92,378 $5.62M 0.01% -39,182 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,050 shares; 2024Q4: 101,704 shares; 2025Q1: 104,990 shares; 2025Q2: 106,294 shares; 2025Q3: 106,657 shares; 2025Q4: 110,870 shares; 2026Q1: 42,885 shares 42,885 $5.61M 0.01% -67,985 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,973 shares; 2024Q4: 296,568 shares; 2025Q1: 324,460 shares; 2025Q2: 337,680 shares; 2025Q3: 339,120 shares; 2025Q4: 309,522 shares; 2026Q1: 341,314 shares 341,314 $5.61M 0.01% +31,792 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,724 shares; 2024Q4: 32,692 shares; 2025Q1: 43,479 shares; 2025Q2: 48,927 shares; 2025Q3: 107,875 shares; 2025Q4: 56,539 shares; 2026Q1: 37,291 shares 37,291 $5.6M 0.01% -19,248 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,724 shares; 2024Q4: 213,719 shares; 2025Q1: 199,857 shares; 2025Q2: 199,725 shares; 2025Q3: 260,156 shares; 2025Q4: 553,131 shares; 2026Q1: 529,690 shares 529,690 $5.57M 0.01% -23,441 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 233,094 shares; 2026Q1: 105,177 shares 105,177 $5.56M 0.01% -127,917 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,650 shares; 2024Q4: 91,742 shares; 2025Q1: 94,209 shares; 2025Q2: 108,296 shares; 2025Q3: 207,401 shares; 2025Q4: 206,802 shares; 2026Q1: 206,803 shares 206,803 $5.54M 0.01% +1 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,725 shares; 2025Q4: 31,255 shares; 2026Q1: 93,431 shares 93,431 $5.53M 0.01% +62,176 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,971 shares; 2024Q4: 86,085 shares; 2025Q1: 89,201 shares; 2025Q2: 81,773 shares; 2025Q3: 49,281 shares; 2025Q4: 42,017 shares; 2026Q1: 35,856 shares 35,856 $5.49M 0.01% -6,161 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,186 shares; 2024Q4: 156,110 shares; 2025Q1: 152,464 shares; 2025Q2: 165,070 shares; 2025Q3: 140,316 shares; 2025Q4: 131,091 shares; 2026Q1: 146,000 shares 146,000 $5.49M 0.01% +14,909 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,131 shares; 2024Q4: 79,394 shares; 2025Q1: 51,197 shares; 2025Q2: 110,891 shares; 2025Q3: 149,797 shares; 2025Q4: 153,062 shares; 2026Q1: 200,177 shares 200,177 $5.48M 0.01% +47,115 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 16,299 shares; 2025Q1: 14,840 shares; 2025Q2: 18,040 shares; 2025Q3: 18,107 shares; 2025Q4: 17,610 shares; 2026Q1: 16,128 shares 16,128 $5.47M 0.01% -1,482 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,525 shares; 2024Q4: 201,142 shares; 2025Q1: 201,129 shares; 2025Q2: 196,609 shares; 2025Q3: 197,462 shares; 2025Q4: 195,979 shares; 2026Q1: 202,983 shares 202,983 $5.47M 0.01% +7,004 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,665 shares; 2024Q4: 78,797 shares; 2025Q1: 75,793 shares; 2025Q2: 71,589 shares; 2025Q3: 118,704 shares; 2025Q4: 109,172 shares; 2026Q1: 105,126 shares 105,126 $5.46M 0.01% -4,046 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,696 shares; 2025Q1: 22,075 shares; 2025Q2: 61,399 shares; 2025Q3: 65,285 shares; 2025Q4: 130,193 shares; 2026Q1: 157,413 shares 157,413 $5.45M 0.01% +27,220 Timeline VTC 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: 40,335 shares; 2024Q4: 40,710 shares; 2025Q1: 39,987 shares; 2025Q2: 40,242 shares; 2025Q3: 49,049 shares; 2025Q4: 71,979 shares; 2026Q1: 70,845 shares 70,845 $5.44M 0.01% -1,134 Timeline MLPA 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: 75,891 shares; 2024Q4: 79,237 shares; 2025Q1: 67,549 shares; 2025Q2: 93,689 shares; 2025Q3: 97,303 shares; 2025Q4: 103,920 shares; 2026Q1: 100,996 shares 100,996 $5.44M 0.01% -2,924 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,759 shares; 2024Q4: 88,533 shares; 2025Q1: 65,339 shares; 2025Q2: 148,981 shares; 2025Q3: 82,248 shares; 2025Q4: 67,818 shares; 2026Q1: 182,686 shares 182,686 $5.43M <0.01% +114,868 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,540 shares; 2025Q4: 180,299 shares; 2026Q1: 204,276 shares 204,276 $5.43M <0.01% +23,977 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 19,844 shares; 2025Q1: 23,559 shares; 2025Q2: 31,701 shares; 2025Q3: 35,478 shares; 2025Q4: 37,972 shares; 2026Q1: 37,895 shares 37,895 $5.42M <0.01% -77 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755,286 shares; 2024Q4: 187,936 shares; 2025Q1: 285,490 shares; 2025Q2: 183,526 shares; 2025Q3: 176,612 shares; 2025Q4: 164,921 shares; 2026Q1: 214,473 shares 214,473 $5.41M <0.01% +49,552 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,015 shares; 2024Q4: 20,192 shares; 2025Q1: 13,109 shares; 2025Q2: 17,583 shares; 2025Q3: 148,382 shares; 2025Q4: 77,997 shares; 2026Q1: 73,207 shares 73,207 $5.41M <0.01% -4,790 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 53,225 shares; 2026Q1: 85,372 shares 85,372 $5.41M <0.01% +32,147 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,319 shares; 2024Q4: 36,524 shares; 2025Q1: 35,537 shares; 2025Q2: 253,000 shares; 2025Q3: 60,502 shares; 2025Q4: 92,971 shares; 2026Q1: 96,976 shares 96,976 $5.4M <0.01% +4,005 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,911 shares; 2024Q4: 288,923 shares; 2025Q1: 320,275 shares; 2025Q2: 327,904 shares; 2025Q3: 318,537 shares; 2025Q4: 314,933 shares; 2026Q1: 311,955 shares 311,955 $5.4M <0.01% -2,978 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,071 shares; 2024Q4: 269,057 shares; 2025Q1: 256,772 shares; 2025Q2: 246,005 shares; 2025Q3: 245,225 shares; 2025Q4: 166,046 shares; 2026Q1: 184,960 shares 184,960 $5.38M <0.01% +18,914 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,006 shares; 2024Q4: 33,490 shares; 2025Q1: 32,910 shares; 2025Q2: 33,368 shares; 2025Q3: 40,642 shares; 2025Q4: 35,598 shares; 2026Q1: 476,797 shares 476,797 $5.38M <0.01% +441,199 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,599 shares; 2025Q2: 101,114 shares; 2025Q3: 100,032 shares; 2025Q4: 177,025 shares; 2026Q1: 217,151 shares 217,151 $5.38M <0.01% +40,126 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,641 shares; 2024Q4: 138,316 shares; 2025Q1: 133,297 shares; 2025Q2: 17,145 shares; 2025Q3: 15,754 shares; 2025Q4: 15,302 shares; 2026Q1: 18,105 shares 18,105 $5.37M <0.01% +2,803 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,454 shares; 2024Q4: 102,168 shares; 2025Q1: 90,014 shares; 2025Q2: 54,919 shares; 2025Q3: 58,449 shares; 2025Q4: 55,534 shares; 2026Q1: 45,617 shares 45,617 $5.35M <0.01% -9,917 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,430 shares; 2024Q4: 174,026 shares; 2025Q1: 177,329 shares; 2025Q2: 177,547 shares; 2025Q3: 178,200 shares; 2025Q4: 175,851 shares; 2026Q1: 175,734 shares 175,734 $5.34M <0.01% -117 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,589 shares; 2025Q3: 84,525 shares; 2025Q4: 96,366 shares; 2026Q1: 104,314 shares 104,314 $5.34M <0.01% +7,948 Timeline PPH 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: 7,810 shares; 2024Q4: 11,401 shares; 2025Q1: 11,462 shares; 2025Q2: 11,456 shares; 2025Q3: 11,979 shares; 2025Q4: 56,692 shares; 2026Q1: 51,090 shares 51,090 $5.31M <0.01% -5,602 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 16,268 shares; 2025Q1: 14,618 shares; 2025Q2: 19,198 shares; 2025Q3: 19,632 shares; 2025Q4: 18,493 shares; 2026Q1: 18,417 shares 18,417 $5.3M <0.01% -76 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,765 shares; 2025Q3: 127,150 shares; 2025Q4: 321,566 shares; 2026Q1: 370,834 shares 370,834 $5.28M <0.01% +49,268 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,377 shares; 2024Q4: 65,439 shares; 2025Q1: 63,214 shares; 2025Q2: 60,545 shares; 2025Q3: 61,640 shares; 2025Q4: 60,665 shares; 2026Q1: 56,569 shares 56,569 $5.28M <0.01% -4,096 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,329 shares; 2024Q4: 232,463 shares; 2025Q1: 233,518 shares; 2025Q2: 142,762 shares; 2025Q3: 146,121 shares; 2025Q4: 136,669 shares; 2026Q1: 146,727 shares 146,727 $5.27M <0.01% +10,058 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,132 shares; 2024Q4: 98,273 shares; 2025Q1: 73,013 shares; 2025Q2: 68,117 shares; 2025Q3: 67,088 shares; 2025Q4: 49,912 shares; 2026Q1: 47,449 shares 47,449 $5.27M <0.01% -2,463 Timeline HDGE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293,147 shares 293,147 $5.26M <0.01% new Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,663 shares; 2024Q4: 341,960 shares; 2025Q1: 375,592 shares; 2025Q2: 380,464 shares; 2025Q3: 409,473 shares; 2025Q4: 420,741 shares; 2026Q1: 354,338 shares 354,338 $5.26M <0.01% -66,403 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,872 shares; 2024Q4: 124,689 shares; 2025Q1: 89,545 shares; 2025Q2: 68,594 shares; 2025Q3: 84,034 shares; 2025Q4: 87,119 shares; 2026Q1: 75,775 shares 75,775 $5.26M <0.01% -11,344 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 7,744 shares; 2025Q1: 8,372 shares; 2025Q2: 8,920 shares; 2025Q3: 7,822 shares; 2025Q4: 8,666 shares; 2026Q1: 8,852 shares 8,852 $5.25M <0.01% +186 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,763 shares; 2024Q4: 160,188 shares; 2025Q1: 160,464 shares; 2025Q2: 200,628 shares; 2025Q3: 129,373 shares; 2025Q4: 159,949 shares; 2026Q1: 96,024 shares 96,024 $5.25M <0.01% -63,925 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 12,272 shares; 2025Q1: 26,881 shares; 2025Q2: 41,591 shares; 2025Q3: 66,121 shares; 2025Q4: 80,863 shares; 2026Q1: 100,655 shares 100,655 $5.24M <0.01% +19,792 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324,292 shares 324,292 $5.21M <0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,729 shares; 2024Q4: 275,728 shares; 2025Q1: 343,263 shares; 2025Q2: 270,209 shares; 2025Q3: 227,905 shares; 2025Q4: 228,865 shares; 2026Q1: 233,372 shares 233,372 $5.21M <0.01% +4,507 Timeline FID 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: 35,479 shares; 2024Q4: 35,123 shares; 2025Q1: 36,665 shares; 2025Q2: 48,989 shares; 2025Q3: 154,287 shares; 2025Q4: 198,050 shares; 2026Q1: 248,299 shares 248,299 $5.2M <0.01% +50,249 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,083 shares; 2024Q4: 155,378 shares; 2025Q1: 156,832 shares; 2025Q2: 145,187 shares; 2025Q3: 147,755 shares; 2025Q4: 145,682 shares; 2026Q1: 150,934 shares 150,934 $5.19M <0.01% +5,252 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,624 shares; 2024Q4: 30,573 shares; 2025Q1: 30,581 shares; 2025Q2: 34,769 shares; 2025Q3: 34,046 shares; 2025Q4: 32,838 shares; 2026Q1: 30,095 shares 30,095 $5.18M <0.01% -2,743 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,927 shares; 2025Q3: 76,982 shares; 2025Q4: 141,773 shares; 2026Q1: 182,494 shares 182,494 $5.18M <0.01% +40,721 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,114 shares; 2024Q4: 268,229 shares; 2025Q1: 15,851 shares; 2025Q2: 16,083 shares; 2025Q3: 16,095 shares; 2025Q4: 17,207 shares; 2026Q1: 72,296 shares 72,296 $5.18M <0.01% +55,089 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,006 shares; 2024Q4: 81,620 shares; 2025Q1: 133,627 shares; 2025Q2: 82,722 shares; 2025Q3: 92,377 shares; 2025Q4: 136,749 shares; 2026Q1: 105,939 shares 105,939 $5.18M <0.01% -30,810 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,996 shares; 2024Q4: 27,145 shares; 2025Q1: 26,996 shares; 2025Q2: 26,571 shares; 2025Q3: 25,439 shares; 2025Q4: 21,889 shares; 2026Q1: 13,693 shares 13,693 $5.17M <0.01% -8,196 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,300 shares; 2025Q2: 75,431 shares; 2025Q3: 113,794 shares; 2025Q4: 171,208 shares; 2026Q1: 107,308 shares 107,308 $5.15M <0.01% -63,900 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,103 shares; 2024Q4: 43,245 shares; 2025Q1: 37,870 shares; 2025Q2: 36,422 shares; 2025Q3: 99,878 shares; 2025Q4: 97,513 shares; 2026Q1: 98,468 shares 98,468 $5.15M <0.01% +955 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 7,005 shares; 2025Q1: 5,238 shares; 2025Q2: 7,928 shares; 2025Q3: 9,193 shares; 2025Q4: 15,831 shares; 2026Q1: 17,016 shares 17,016 $5.14M <0.01% +1,185 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,977 shares; 2024Q4: 125,011 shares; 2025Q1: 114,962 shares; 2025Q2: 83,278 shares; 2025Q3: 95,191 shares; 2025Q4: 97,345 shares; 2026Q1: 80,095 shares 80,095 $5.13M <0.01% -17,250 Timeline PXF 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: 62,407 shares; 2024Q4: 66,389 shares; 2025Q1: 46,525 shares; 2025Q2: 44,741 shares; 2025Q3: 54,033 shares; 2025Q4: 67,272 shares; 2026Q1: 73,344 shares 73,344 $5.13M <0.01% +6,072 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,902 shares; 2024Q4: 272,675 shares; 2025Q1: 313,106 shares; 2025Q2: 78,494 shares; 2025Q3: 149,342 shares; 2025Q4: 115,956 shares; 2026Q1: 176,654 shares 176,654 $5.11M <0.01% +60,698 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,597 shares; 2024Q4: 123,413 shares; 2025Q1: 391,557 shares; 2025Q2: 138,795 shares; 2025Q3: 118,621 shares; 2025Q4: 120,051 shares; 2026Q1: 120,199 shares 120,199 $5.11M <0.01% +148 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,553 shares; 2024Q4: 20,332 shares; 2025Q1: 16,126 shares; 2025Q2: 20,570 shares; 2025Q3: 23,980 shares; 2025Q4: 25,950 shares; 2026Q1: 22,003 shares 22,003 $5.08M <0.01% -3,947 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,264 shares; 2024Q4: 50,152 shares; 2025Q1: 57,014 shares; 2025Q2: 95,637 shares; 2025Q3: 81,257 shares; 2025Q4: 80,544 shares; 2026Q1: 86,101 shares 86,101 $5.08M <0.01% +5,557 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,412 shares; 2024Q4: 12,849 shares; 2025Q1: 10,433 shares; 2025Q2: 11,748 shares; 2025Q3: 14,343 shares; 2025Q4: 35,959 shares; 2026Q1: 35,524 shares 35,524 $5.07M <0.01% -435 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,247 shares; 2024Q4: 43,403 shares; 2025Q1: 64,410 shares; 2025Q2: 70,833 shares; 2025Q3: 100,097 shares; 2025Q4: 104,297 shares; 2026Q1: 142,617 shares 142,617 $5.07M <0.01% +38,320 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,485 shares; 2025Q1: 94,826 shares; 2025Q2: 111,980 shares; 2025Q3: 120,537 shares; 2025Q4: 154,853 shares; 2026Q1: 149,534 shares 149,534 $5.05M <0.01% -5,319 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,560 shares; 2024Q4: 497,106 shares; 2025Q1: 488,958 shares; 2025Q2: 428,920 shares; 2025Q3: 400,501 shares; 2025Q4: 281,466 shares; 2026Q1: 288,807 shares 288,807 $5.04M <0.01% +7,341 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,268 shares; 2024Q4: 67,171 shares; 2025Q1: 63,583 shares; 2025Q2: 78,049 shares; 2025Q3: 78,732 shares; 2025Q4: 76,939 shares; 2026Q1: 84,911 shares 84,911 $5.03M <0.01% +7,972 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,433 shares; 2024Q4: 132,697 shares; 2025Q1: 160,023 shares; 2025Q2: 160,940 shares; 2025Q3: 108,072 shares; 2025Q4: 87,537 shares; 2026Q1: 106,858 shares 106,858 $5.01M <0.01% +19,321 Timeline NIQ NIQ GLOBAL INTELLIGENCE PLC More: the full row for NIQ GLOBAL INTELLIGENCE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 407,780 shares; 2026Q1: 439,085 shares 439,085 $4.99M <0.01% +31,305 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 16,949 shares; 2025Q1: 20,559 shares; 2025Q2: 23,806 shares; 2025Q3: 21,800 shares; 2025Q4: 20,152 shares; 2026Q1: 17,174 shares 17,174 $4.99M <0.01% -2,978 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,620 shares; 2025Q2: 128,985 shares; 2025Q3: 128,856 shares; 2025Q4: 130,010 shares; 2026Q1: 165,102 shares 165,102 $4.99M <0.01% +35,092 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,485 shares; 2024Q4: 32,606 shares; 2025Q1: 84,101 shares; 2025Q2: 153,863 shares; 2025Q3: 186,586 shares; 2025Q4: 134,655 shares; 2026Q1: 139,241 shares 139,241 $4.98M <0.01% +4,586 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,167 shares; 2024Q4: 112,511 shares; 2025Q1: 39,004 shares; 2025Q2: 37,457 shares; 2025Q3: 83,375 shares; 2025Q4: 87,132 shares; 2026Q1: 83,338 shares 83,338 $4.96M <0.01% -3,794 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,131 shares; 2026Q1: 396,437 shares 396,437 $4.96M <0.01% +27,306 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,859 shares; 2024Q4: 32,720 shares; 2025Q1: 34,210 shares; 2025Q2: 35,537 shares; 2025Q3: 36,997 shares; 2025Q4: 37,119 shares; 2026Q1: 48,888 shares 48,888 $4.96M <0.01% +11,769 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,747 shares; 2024Q4: 12,944 shares; 2025Q1: 21,175 shares; 2025Q2: 55,129 shares; 2025Q3: 44,674 shares; 2025Q4: 54,839 shares; 2026Q1: 264,095 shares 264,095 $4.96M <0.01% +209,256 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,792 shares; 2024Q4: 400,927 shares; 2025Q1: 429,575 shares; 2025Q2: 433,333 shares; 2025Q3: 427,406 shares; 2025Q4: 402,480 shares; 2026Q1: 401,512 shares 401,512 $4.95M <0.01% -968 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,708 shares; 2024Q4: 46,275 shares; 2025Q1: 46,870 shares; 2025Q2: 66,349 shares; 2025Q3: 84,331 shares; 2025Q4: 89,326 shares; 2026Q1: 91,469 shares 91,469 $4.95M <0.01% +2,143 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,606 shares; 2025Q3: 40,344 shares; 2025Q4: 50,353 shares; 2026Q1: 58,341 shares 58,341 $4.94M <0.01% +7,988 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,627 shares; 2024Q4: 110,989 shares; 2025Q1: 86,940 shares; 2025Q2: 88,858 shares; 2025Q3: 90,598 shares; 2025Q4: 85,166 shares; 2026Q1: 73,856 shares 73,856 $4.94M <0.01% -11,310 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,047 shares; 2024Q4: 52,390 shares; 2025Q1: 57,283 shares; 2025Q2: 64,800 shares; 2025Q3: 59,841 shares; 2025Q4: 57,852 shares; 2026Q1: 45,148 shares 45,148 $4.94M <0.01% -12,704 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 73,903 shares; 2025Q1: 109,994 shares; 2025Q2: 114,779 shares; 2025Q3: 127,438 shares; 2025Q4: 129,316 shares; 2026Q1: 161,617 shares 161,617 $4.93M <0.01% +32,301 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 15,432 shares; 2025Q1: 15,415 shares; 2025Q2: 15,705 shares; 2025Q3: 15,764 shares; 2025Q4: 20,299 shares; 2026Q1: 21,488 shares 21,488 $4.92M <0.01% +1,189 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,968 shares; 2024Q4: 143,354 shares; 2025Q1: 219,899 shares; 2025Q2: 229,189 shares; 2025Q3: 218,726 shares; 2025Q4: 223,827 shares; 2026Q1: 208,353 shares 208,353 $4.92M <0.01% -15,474 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,909 shares; 2024Q4: 29,047 shares; 2025Q1: 30,942 shares; 2025Q2: 29,384 shares; 2025Q3: 29,200 shares; 2025Q4: 38,264 shares; 2026Q1: 37,022 shares 37,022 $4.92M <0.01% -1,242 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,095 shares; 2024Q4: 60,630 shares; 2025Q1: 30,512 shares; 2025Q2: 29,662 shares; 2025Q3: 28,760 shares; 2025Q4: 29,135 shares; 2026Q1: 27,770 shares 27,770 $4.91M <0.01% -1,365 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,237 shares; 2024Q4: 29,524 shares; 2025Q1: 28,762 shares; 2025Q2: 28,161 shares; 2025Q3: 25,367 shares; 2025Q4: 23,115 shares; 2026Q1: 20,199 shares 20,199 $4.89M <0.01% -2,916 Timeline PRF 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: 38,823 shares; 2024Q4: 40,986 shares; 2025Q1: 38,543 shares; 2025Q2: 39,282 shares; 2025Q3: 37,913 shares; 2025Q4: 102,654 shares; 2026Q1: 102,827 shares 102,827 $4.89M <0.01% +173 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,136 shares; 2024Q4: 95,305 shares; 2025Q1: 100,723 shares; 2025Q2: 41,878 shares; 2025Q3: 42,800 shares; 2025Q4: 47,808 shares; 2026Q1: 50,956 shares 50,956 $4.88M <0.01% +3,148 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,575 shares; 2026Q1: 168,266 shares 168,266 $4.88M <0.01% +13,691 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565,797 shares; 2024Q4: 674,495 shares; 2025Q1: 668,705 shares; 2025Q2: 842,491 shares; 2025Q3: 572,940 shares; 2025Q4: 254,811 shares; 2026Q1: 57,207 shares 57,207 $4.87M <0.01% -197,604 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,103 shares; 2025Q2: 34,376 shares; 2025Q3: 109,595 shares; 2025Q4: 189,185 shares; 2026Q1: 194,952 shares 194,952 $4.86M <0.01% +5,767 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,518 shares; 2025Q1: 1,381 shares; 2025Q2: 1,406 shares; 2025Q3: 1,363 shares; 2025Q4: 35,053 shares; 2026Q1: 53,923 shares 53,923 $4.86M <0.01% +18,870 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,322 shares; 2024Q4: 50,985 shares; 2025Q1: 93,950 shares; 2025Q2: 80,421 shares; 2025Q3: 79,913 shares; 2025Q4: 35,585 shares; 2026Q1: 30,623 shares 30,623 $4.86M <0.01% -4,962 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,573 shares; 2024Q4: 52,006 shares; 2025Q1: 50,342 shares; 2025Q2: 48,151 shares; 2025Q3: 47,897 shares; 2025Q4: 55,443 shares; 2026Q1: 92,759 shares 92,759 $4.85M <0.01% +37,316 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,143 shares; 2024Q4: 64,627 shares; 2025Q1: 41,391 shares; 2025Q2: 43,062 shares; 2025Q3: 99,830 shares; 2025Q4: 114,537 shares; 2026Q1: 85,317 shares 85,317 $4.83M <0.01% -29,220 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,930 shares; 2024Q4: 413,870 shares; 2025Q1: 439,370 shares; 2025Q2: 463,259 shares; 2025Q3: 397,566 shares; 2025Q4: 397,534 shares; 2026Q1: 375,995 shares 375,995 $4.81M <0.01% -21,539 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,007 shares; 2024Q4: 11,073 shares; 2025Q1: 10,848 shares; 2025Q2: 9,848 shares; 2025Q3: 11,600 shares; 2025Q4: 12,962 shares; 2026Q1: 114,885 shares 114,885 $4.81M <0.01% +101,923 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,692 shares; 2024Q4: 127,664 shares; 2025Q1: 120,646 shares; 2025Q2: 119,307 shares; 2025Q3: 117,788 shares; 2025Q4: 118,870 shares; 2026Q1: 105,203 shares 105,203 $4.8M <0.01% -13,667 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,024 shares; 2024Q4: 21,160 shares; 2025Q1: 17,906 shares; 2025Q2: 17,406 shares; 2025Q3: 15,383 shares; 2025Q4: 135,162 shares; 2026Q1: 124,409 shares 124,409 $4.8M <0.01% -10,753 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543,862 shares; 2024Q4: 297,787 shares; 2025Q1: 281,542 shares; 2025Q2: 356,814 shares; 2025Q3: 295,978 shares; 2025Q4: 244,775 shares; 2026Q1: 284,760 shares 284,760 $4.78M <0.01% +39,985 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,583 shares; 2024Q4: 126,859 shares; 2025Q1: 107,437 shares; 2025Q2: 96,072 shares; 2025Q3: 82,383 shares; 2025Q4: 70,322 shares; 2026Q1: 54,048 shares 54,048 $4.78M <0.01% -16,274 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,956 shares; 2024Q4: 61,176 shares; 2025Q1: 64,058 shares; 2025Q2: 91,561 shares; 2025Q3: 78,962 shares; 2025Q4: 72,868 shares; 2026Q1: 71,988 shares 71,988 $4.77M <0.01% -880 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,332 shares; 2024Q4: 32,884 shares; 2025Q1: 34,242 shares; 2025Q2: 32,755 shares; 2025Q3: 32,142 shares; 2025Q4: 31,247 shares; 2026Q1: 28,026 shares 28,026 $4.77M <0.01% -3,221 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,413 shares; 2024Q4: 293,440 shares; 2025Q1: 325,364 shares; 2025Q2: 401,348 shares; 2025Q3: 400,776 shares; 2025Q4: 418,161 shares; 2026Q1: 371,496 shares 371,496 $4.74M <0.01% -46,665 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,565 shares; 2024Q4: 76,998 shares; 2025Q1: 100,737 shares; 2025Q2: 96,176 shares; 2025Q3: 98,164 shares; 2025Q4: 98,361 shares; 2026Q1: 100,577 shares 100,577 $4.72M <0.01% +2,216 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,513 shares; 2024Q4: 41,234 shares; 2025Q1: 40,044 shares; 2025Q2: 36,961 shares; 2025Q3: 34,937 shares; 2025Q4: 32,946 shares; 2026Q1: 31,287 shares 31,287 $4.71M <0.01% -1,659 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,657 shares; 2024Q4: 26,406 shares; 2025Q1: 30,929 shares; 2025Q2: 30,310 shares; 2025Q3: 33,560 shares; 2025Q4: 32,100 shares; 2026Q1: 32,930 shares 32,930 $4.71M <0.01% +830 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,010 shares; 2024Q4: 100,189 shares; 2025Q1: 107,259 shares; 2025Q2: 106,163 shares; 2025Q3: 105,598 shares; 2025Q4: 97,428 shares; 2026Q1: 95,879 shares 95,879 $4.66M <0.01% -1,549 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,007 shares; 2024Q4: 56,007 shares; 2025Q1: 56,007 shares; 2025Q2: 56,007 shares; 2025Q3: 56,076 shares; 2025Q4: 53,817 shares; 2026Q1: 54,550 shares 54,550 $4.66M <0.01% +733 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,998 shares; 2025Q4: 18,633 shares; 2026Q1: 47,625 shares 47,625 $4.66M <0.01% +28,992 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,271 shares; 2024Q4: 92,162 shares; 2025Q1: 81,264 shares; 2025Q2: 84,074 shares; 2025Q3: 76,538 shares; 2025Q4: 77,261 shares; 2026Q1: 78,112 shares 78,112 $4.65M <0.01% +851 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 11,322 shares; 2025Q1: 11,500 shares; 2025Q2: 11,929 shares; 2025Q3: 11,707 shares; 2025Q4: 11,641 shares; 2026Q1: 11,617 shares 11,617 $4.64M <0.01% -24 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,590 shares; 2024Q4: 215,837 shares; 2025Q1: 245,529 shares; 2025Q2: 244,754 shares; 2025Q3: 147,309 shares; 2025Q4: 148,453 shares; 2026Q1: 41,789 shares 41,789 $4.63M <0.01% -106,664 Timeline ALMS ALUMIS INC More: the full row for ALUMIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,185 shares; 2024Q4: 109,686 shares; 2025Q1: 109,669 shares; 2025Q2: 209,669 shares; 2025Q3: 209,729 shares; 2025Q4: 209,729 shares; 2026Q1: 209,729 shares 209,729 $4.62M <0.01% 0 Timeline BCD 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: 18,757 shares; 2024Q4: 60,114 shares; 2025Q1: 67,028 shares; 2025Q2: 98,115 shares; 2025Q3: 97,028 shares; 2025Q4: 123,734 shares; 2026Q1: 129,024 shares 129,024 $4.62M <0.01% +5,290 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,838 shares; 2024Q4: 63,502 shares; 2025Q1: 71,162 shares; 2025Q2: 68,734 shares; 2025Q3: 71,889 shares; 2025Q4: 62,062 shares; 2026Q1: 92,140 shares 92,140 $4.59M <0.01% +30,078 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,385 shares; 2024Q4: 8,128 shares; 2025Q1: 6,803 shares; 2025Q2: 6,497 shares; 2025Q3: 10,191 shares; 2025Q4: 9,332 shares; 2026Q1: 9,284 shares 9,284 $4.59M <0.01% -48 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,175 shares; 2024Q4: 207,997 shares; 2025Q1: 201,870 shares; 2025Q2: 197,082 shares; 2025Q3: 204,486 shares; 2025Q4: 215,635 shares; 2026Q1: 201,895 shares 201,895 $4.58M <0.01% -13,740 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,929 shares; 2024Q4: 70,483 shares; 2025Q1: 76,862 shares; 2025Q2: 79,661 shares; 2025Q3: 76,448 shares; 2025Q4: 73,434 shares; 2026Q1: 59,044 shares 59,044 $4.58M <0.01% -14,390 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,295 shares; 2024Q4: 11,936 shares; 2025Q1: 8,699 shares; 2025Q2: 8,918 shares; 2025Q3: 7,046 shares; 2025Q4: 6,446 shares; 2026Q1: 8,784 shares 8,784 $4.58M <0.01% +2,338 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,918 shares; 2024Q4: 82,262 shares; 2025Q1: 71,654 shares; 2025Q2: 106,152 shares; 2025Q3: 135,561 shares; 2025Q4: 99,875 shares; 2026Q1: 143,458 shares 143,458 $4.58M <0.01% +43,583 Timeline UTWO 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: 96,733 shares; 2024Q4: 55,556 shares; 2025Q1: 52,484 shares; 2025Q2: 58,937 shares; 2025Q3: 83,985 shares; 2025Q4: 100,980 shares; 2026Q1: 94,682 shares 94,682 $4.57M <0.01% -6,298 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871,539 shares; 2024Q4: 967,838 shares; 2025Q1: 864,322 shares; 2025Q2: 917,982 shares; 2025Q3: 1,015,339 shares; 2025Q4: 672,991 shares; 2026Q1: 687,599 shares 687,599 $4.55M <0.01% +14,608 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,032 shares; 2024Q4: 228,681 shares; 2025Q1: 159,209 shares; 2025Q2: 179,392 shares; 2025Q3: 153,025 shares; 2025Q4: 181,004 shares; 2026Q1: 96,777 shares 96,777 $4.54M <0.01% -84,227 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,586 shares; 2024Q4: 57,166 shares; 2025Q1: 26,611 shares; 2025Q2: 28,937 shares; 2025Q3: 28,222 shares; 2025Q4: 25,518 shares; 2026Q1: 21,787 shares 21,787 $4.54M <0.01% -3,731 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,100 shares; 2024Q4: 46,628 shares; 2025Q1: 48,184 shares; 2025Q2: 42,735 shares; 2025Q3: 44,188 shares; 2025Q4: 38,188 shares; 2026Q1: 37,729 shares 37,729 $4.5M <0.01% -459 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,003 shares; 2026Q1: 163,309 shares 163,309 $4.5M <0.01% +144,306 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,432 shares; 2024Q4: 41,214 shares; 2025Q1: 44,878 shares; 2025Q2: 38,235 shares; 2025Q3: 20,059 shares; 2025Q4: 22,938 shares; 2026Q1: 25,903 shares 25,903 $4.49M <0.01% +2,965 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 17,097 shares; 2025Q1: 16,096 shares; 2025Q2: 19,970 shares; 2025Q3: 20,374 shares; 2025Q4: 20,198 shares; 2026Q1: 19,597 shares 19,597 $4.48M <0.01% -601 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,398 shares; 2024Q4: 172,142 shares; 2025Q1: 172,209 shares; 2025Q2: 175,982 shares; 2025Q3: 164,138 shares; 2025Q4: 177,421 shares; 2026Q1: 134,509 shares 134,509 $4.46M <0.01% -42,912 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,402 shares; 2024Q4: 59,938 shares; 2025Q1: 62,103 shares; 2025Q2: 120,640 shares; 2025Q3: 125,964 shares; 2025Q4: 130,513 shares; 2026Q1: 131,137 shares 131,137 $4.46M <0.01% +624 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,214 shares; 2025Q3: 14,883 shares; 2025Q4: 180,495 shares; 2026Q1: 199,340 shares 199,340 $4.46M <0.01% +18,845 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,258 shares; 2024Q4: 89,638 shares; 2025Q1: 84,598 shares; 2025Q2: 85,052 shares; 2025Q3: 87,190 shares; 2025Q4: 88,672 shares; 2026Q1: 104,150 shares 104,150 $4.42M <0.01% +15,478 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,472 shares; 2024Q4: 193,081 shares; 2025Q1: 83,498 shares; 2025Q2: 87,770 shares; 2025Q3: 119,367 shares; 2025Q4: 141,228 shares; 2026Q1: 129,728 shares 129,728 $4.41M <0.01% -11,500 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,939 shares; 2024Q4: 93,222 shares; 2025Q1: 51,284 shares; 2025Q2: 64,621 shares; 2025Q3: 65,331 shares; 2025Q4: 68,244 shares; 2026Q1: 79,637 shares 79,637 $4.41M <0.01% +11,393 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,871 shares; 2024Q4: 101,013 shares; 2025Q1: 105,633 shares; 2025Q2: 111,362 shares; 2025Q3: 134,434 shares; 2025Q4: 80,010 shares; 2026Q1: 69,984 shares 69,984 $4.4M <0.01% -10,026 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,466 shares; 2024Q4: 99,368 shares; 2025Q1: 72,785 shares; 2025Q2: 87,363 shares; 2025Q3: 87,333 shares; 2025Q4: 110,104 shares; 2026Q1: 131,922 shares 131,922 $4.39M <0.01% +21,818 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES 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: 94,229 shares; 2025Q3: 93,430 shares; 2025Q4: 85,734 shares; 2026Q1: 84,119 shares 84,119 $4.39M <0.01% -1,615 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,308 shares; 2024Q4: 28,967 shares; 2025Q1: 38,524 shares; 2025Q2: 50,376 shares; 2025Q3: 59,499 shares; 2025Q4: 65,904 shares; 2026Q1: 74,944 shares 74,944 $4.38M <0.01% +9,040 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,432 shares; 2024Q4: 63,457 shares; 2025Q1: 57,451 shares; 2025Q2: 54,386 shares; 2025Q3: 60,092 shares; 2025Q4: 100,135 shares; 2026Q1: 71,108 shares 71,108 $4.38M <0.01% -29,027 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,814 shares; 2024Q4: 110,013 shares; 2025Q1: 103,749 shares; 2025Q2: 89,802 shares; 2025Q3: 79,546 shares; 2025Q4: 77,370 shares; 2026Q1: 74,204 shares 74,204 $4.38M <0.01% -3,166 Timeline IBMR 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: 23,192 shares; 2025Q1: 27,488 shares; 2025Q2: 122,180 shares; 2025Q3: 131,080 shares; 2025Q4: 163,597 shares; 2026Q1: 172,241 shares 172,241 $4.37M <0.01% +8,644 Timeline FXN 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: 156,129 shares; 2024Q4: 95,951 shares; 2025Q1: 135,590 shares; 2025Q2: 114,838 shares; 2025Q3: 34,193 shares; 2025Q4: 92,667 shares; 2026Q1: 194,113 shares 194,113 $4.36M <0.01% +101,446 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,208 shares; 2024Q4: 24,788 shares; 2025Q1: 25,687 shares; 2025Q2: 24,248 shares; 2025Q3: 24,334 shares; 2025Q4: 24,862 shares; 2026Q1: 25,802 shares 25,802 $4.35M <0.01% +940 Timeline SNWV SANUWAVE HEALTH INC More: the full row for SANUWAVE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,303 shares; 2026Q1: 251,633 shares 251,633 $4.35M <0.01% +74,330 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,754 shares; 2024Q4: 162,353 shares; 2025Q1: 192,633 shares; 2025Q2: 125,399 shares; 2025Q3: 139,934 shares; 2025Q4: 258,846 shares; 2026Q1: 279,921 shares 279,921 $4.34M <0.01% +21,075 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,400 shares; 2024Q4: 92,824 shares; 2025Q1: 104,842 shares; 2025Q2: 105,236 shares; 2025Q3: 91,331 shares; 2025Q4: 101,236 shares; 2026Q1: 102,563 shares 102,563 $4.33M <0.01% +1,327 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,112 shares; 2024Q4: 85,637 shares; 2025Q1: 89,607 shares; 2025Q2: 121,560 shares; 2025Q3: 87,024 shares; 2025Q4: 76,416 shares; 2026Q1: 91,324 shares 91,324 $4.33M <0.01% +14,908 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,011 shares; 2024Q4: 104,011 shares; 2025Q1: 104,673 shares; 2025Q2: 90,521 shares; 2025Q3: 90,926 shares; 2025Q4: 92,431 shares; 2026Q1: 77,751 shares 77,751 $4.33M <0.01% -14,680 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,396 shares; 2024Q4: 51,092 shares; 2025Q1: 46,670 shares; 2025Q2: 45,618 shares; 2025Q3: 45,950 shares; 2025Q4: 45,315 shares; 2026Q1: 53,259 shares 53,259 $4.33M <0.01% +7,944 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,413 shares; 2024Q4: 106,068 shares; 2025Q1: 125,691 shares; 2025Q2: 125,318 shares; 2025Q3: 313,440 shares; 2025Q4: 48,446 shares; 2026Q1: 93,105 shares 93,105 $4.32M <0.01% +44,659 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,062 shares; 2024Q4: 11,518 shares; 2025Q1: 11,066 shares; 2025Q2: 11,635 shares; 2025Q3: 47,557 shares; 2025Q4: 49,347 shares; 2026Q1: 53,025 shares 53,025 $4.32M <0.01% +3,678 Timeline PSI 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: 14,965 shares; 2024Q4: 4,001 shares; 2025Q1: not reported; 2025Q2: 14,605 shares; 2025Q3: 14,605 shares; 2025Q4: 49,138 shares; 2026Q1: 45,554 shares 45,554 $4.3M <0.01% -3,584 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,482 shares; 2024Q4: 381,286 shares; 2025Q1: 390,234 shares; 2025Q2: 416,442 shares; 2025Q3: 378,939 shares; 2025Q4: 290,383 shares; 2026Q1: 189,182 shares 189,182 $4.29M <0.01% -101,201 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,722 shares; 2024Q4: 78,739 shares; 2025Q1: 74,180 shares; 2025Q2: 74,379 shares; 2025Q3: 84,100 shares; 2025Q4: 70,612 shares; 2026Q1: 71,118 shares 71,118 $4.29M <0.01% +506 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533,494 shares; 2024Q4: 507,447 shares; 2025Q1: 389,547 shares; 2025Q2: 372,047 shares; 2025Q3: 372,047 shares; 2025Q4: 352,547 shares; 2026Q1: 335,747 shares 335,747 $4.27M <0.01% -16,800 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,947 shares; 2024Q4: 159,250 shares; 2025Q1: 202,814 shares; 2025Q2: 158,734 shares; 2025Q3: 165,812 shares; 2025Q4: 224,636 shares; 2026Q1: 230,401 shares 230,401 $4.26M <0.01% +5,765 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,232 shares; 2024Q4: 19,853 shares; 2025Q1: 17,376 shares; 2025Q2: 12,732 shares; 2025Q3: 15,935 shares; 2025Q4: 15,837 shares; 2026Q1: 12,566 shares 12,566 $4.26M <0.01% -3,271 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD 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: 10,000 shares; 2025Q3: 15,000 shares; 2025Q4: 803,639 shares; 2026Q1: 2,794,654 shares 2,794,654 $4.25M <0.01% +1,991,015 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,037 shares; 2024Q4: 126,763 shares; 2025Q1: 57,900 shares; 2025Q2: 56,515 shares; 2025Q3: 48,810 shares; 2025Q4: 43,623 shares; 2026Q1: 46,084 shares 46,084 $4.25M <0.01% +2,461 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,395 shares; 2024Q4: 67,166 shares; 2025Q1: 61,580 shares; 2025Q2: 75,775 shares; 2025Q3: 91,301 shares; 2025Q4: 99,426 shares; 2026Q1: 52,443 shares 52,443 $4.24M <0.01% -46,983 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,166 shares; 2024Q4: 62,030 shares; 2025Q1: 60,980 shares; 2025Q2: 68,952 shares; 2025Q3: 65,722 shares; 2025Q4: 54,174 shares; 2026Q1: 56,570 shares 56,570 $4.24M <0.01% +2,396 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,351 shares; 2024Q4: 415,739 shares; 2025Q1: 387,865 shares; 2025Q2: 434,589 shares; 2025Q3: 387,308 shares; 2025Q4: 309,960 shares; 2026Q1: 198,739 shares 198,739 $4.24M <0.01% -111,221 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,195 shares; 2024Q4: 80,103 shares; 2025Q1: 79,923 shares; 2025Q2: 85,606 shares; 2025Q3: 91,524 shares; 2025Q4: 117,438 shares; 2026Q1: 119,751 shares 119,751 $4.24M <0.01% +2,313 Timeline TXO TXO PARTNERS LP More: the full row for TXO PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,029 shares; 2024Q4: 96,711 shares; 2025Q1: 119,814 shares; 2025Q2: 213,251 shares; 2025Q3: 262,162 shares; 2025Q4: 154,504 shares; 2026Q1: 335,313 shares 335,313 $4.22M <0.01% +180,809 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,328 shares; 2024Q4: 77,258 shares; 2025Q1: 71,194 shares; 2025Q2: 62,647 shares; 2025Q3: 52,410 shares; 2025Q4: 65,740 shares; 2026Q1: 66,751 shares 66,751 $4.22M <0.01% +1,011 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,744 shares; 2024Q4: 56,969 shares; 2025Q1: 59,636 shares; 2025Q2: 60,569 shares; 2025Q3: 61,268 shares; 2025Q4: 61,497 shares; 2026Q1: 64,714 shares 64,714 $4.21M <0.01% +3,217 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,593 shares; 2024Q4: 36,597 shares; 2025Q1: 35,895 shares; 2025Q2: 136,822 shares; 2025Q3: 152,664 shares; 2025Q4: 70,099 shares; 2026Q1: 51,399 shares 51,399 $4.2M <0.01% -18,700 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,299 shares; 2024Q4: 46,347 shares; 2025Q1: 42,869 shares; 2025Q2: 64,294 shares; 2025Q3: 76,330 shares; 2025Q4: 63,661 shares; 2026Q1: 70,917 shares 70,917 $4.2M <0.01% +7,256 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,782 shares; 2024Q4: 53,388 shares; 2025Q1: 18,305 shares; 2025Q2: 19,826 shares; 2025Q3: 25,270 shares; 2025Q4: 39,544 shares; 2026Q1: 38,869 shares 38,869 $4.2M <0.01% -675 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,909 shares; 2024Q4: 36,709 shares; 2025Q1: 71,958 shares; 2025Q2: 47,337 shares; 2025Q3: 47,214 shares; 2025Q4: 50,877 shares; 2026Q1: 51,853 shares 51,853 $4.2M <0.01% +976 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,461 shares; 2024Q4: 96,914 shares; 2025Q1: 99,992 shares; 2025Q2: 98,448 shares; 2025Q3: 77,409 shares; 2025Q4: 83,134 shares; 2026Q1: 83,292 shares 83,292 $4.19M <0.01% +158 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,744 shares; 2024Q4: 159,648 shares; 2025Q1: 209,735 shares; 2025Q2: 151,150 shares; 2025Q3: 100,856 shares; 2025Q4: 95,490 shares; 2026Q1: 73,422 shares 73,422 $4.19M <0.01% -22,068 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,062 shares; 2024Q4: 39,041 shares; 2025Q1: 41,397 shares; 2025Q2: 136,807 shares; 2025Q3: 140,928 shares; 2025Q4: 140,350 shares; 2026Q1: 67,253 shares 67,253 $4.18M <0.01% -73,097 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,982 shares; 2025Q3: 16,263 shares; 2025Q4: 17,523 shares; 2026Q1: 49,199 shares 49,199 $4.17M <0.01% +31,676 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,622 shares; 2024Q4: 57,190 shares; 2025Q1: 97,934 shares; 2025Q2: 95,720 shares; 2025Q3: 95,834 shares; 2025Q4: 98,990 shares; 2026Q1: 102,945 shares 102,945 $4.17M <0.01% +3,955 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,021 shares; 2024Q4: 110,805 shares; 2025Q1: 112,116 shares; 2025Q2: 124,947 shares; 2025Q3: 124,286 shares; 2025Q4: 125,054 shares; 2026Q1: 124,814 shares 124,814 $4.17M <0.01% -240 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195,495 shares; 2026Q1: 230,874 shares 230,874 $4.16M <0.01% +35,379 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950,202 shares; 2024Q4: 963,864 shares; 2025Q1: 1,042,166 shares; 2025Q2: 1,030,933 shares; 2025Q3: 957,657 shares; 2025Q4: 869,118 shares; 2026Q1: 802,502 shares 802,502 $4.16M <0.01% -66,616 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,790 shares; 2024Q4: 130,826 shares; 2025Q1: 20,142 shares; 2025Q2: 18,673 shares; 2025Q3: 27,087 shares; 2025Q4: 40,314 shares; 2026Q1: 45,824 shares 45,824 $4.15M <0.01% +5,510 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,563 shares; 2024Q4: 35,025 shares; 2025Q1: 31,277 shares; 2025Q2: 32,331 shares; 2025Q3: 32,864 shares; 2025Q4: 43,373 shares; 2026Q1: 52,280 shares 52,280 $4.15M <0.01% +8,907 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,258 shares; 2024Q4: 69,426 shares; 2025Q1: 51,041 shares; 2025Q2: 49,580 shares; 2025Q3: 58,229 shares; 2025Q4: 62,524 shares; 2026Q1: 52,672 shares 52,672 $4.15M <0.01% -9,852 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,131 shares; 2024Q4: 27,566 shares; 2025Q1: 28,168 shares; 2025Q2: 26,462 shares; 2025Q3: 106,428 shares; 2025Q4: 106,704 shares; 2026Q1: 147,680 shares 147,680 $4.14M <0.01% +40,976 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,712 shares; 2024Q4: 88,549 shares; 2025Q1: 88,044 shares; 2025Q2: 93,379 shares; 2025Q3: 172,382 shares; 2025Q4: 170,175 shares; 2026Q1: 166,153 shares 166,153 $4.13M <0.01% -4,022 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,526 shares; 2024Q4: 145,734 shares; 2025Q1: 122,748 shares; 2025Q2: 143,014 shares; 2025Q3: 148,831 shares; 2025Q4: 46,666 shares; 2026Q1: 32,214 shares 32,214 $4.13M <0.01% -14,452 Timeline ROBT 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: 82,080 shares; 2024Q4: 58,764 shares; 2025Q1: 63,203 shares; 2025Q2: 92,900 shares; 2025Q3: 101,788 shares; 2025Q4: 101,131 shares; 2026Q1: 89,361 shares 89,361 $4.12M <0.01% -11,770 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,757 shares; 2024Q4: 67,380 shares; 2025Q1: 67,827 shares; 2025Q2: 66,362 shares; 2025Q3: 62,732 shares; 2025Q4: 55,279 shares; 2026Q1: 55,541 shares 55,541 $4.12M <0.01% +262 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,619 shares; 2024Q4: 245,713 shares; 2025Q1: 264,473 shares; 2025Q2: 295,887 shares; 2025Q3: 729,906 shares; 2025Q4: 604,780 shares; 2026Q1: 773,638 shares 773,638 $4.12M <0.01% +168,858 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,431 shares; 2024Q4: 10,176 shares; 2025Q1: 11,308 shares; 2025Q2: 13,547 shares; 2025Q3: 38,990 shares; 2025Q4: 41,809 shares; 2026Q1: 43,577 shares 43,577 $4.1M <0.01% +1,768 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,745 shares; 2024Q4: 214,265 shares; 2025Q1: 216,144 shares; 2025Q2: 170,093 shares; 2025Q3: 545,378 shares; 2025Q4: 537,892 shares; 2026Q1: 541,290 shares 541,290 $4.1M <0.01% +3,398 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,217 shares; 2024Q4: 47,688 shares; 2025Q1: 51,014 shares; 2025Q2: 52,517 shares; 2025Q3: 52,567 shares; 2025Q4: 63,779 shares; 2026Q1: 54,824 shares 54,824 $4.09M <0.01% -8,955 Timeline SCHP 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: 67,271 shares; 2024Q4: 257,635 shares; 2025Q1: 270,702 shares; 2025Q2: 279,456 shares; 2025Q3: 183,803 shares; 2025Q4: 163,185 shares; 2026Q1: 153,542 shares 153,542 $4.09M <0.01% -9,643 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,059 shares; 2024Q4: 148,206 shares; 2025Q1: 63,572 shares; 2025Q2: 64,125 shares; 2025Q3: 75,349 shares; 2025Q4: 73,175 shares; 2026Q1: 73,025 shares 73,025 $4.08M <0.01% -150 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,885 shares; 2024Q4: 26,816 shares; 2025Q1: 41,841 shares; 2025Q2: 55,765 shares; 2025Q3: 102,397 shares; 2025Q4: 104,952 shares; 2026Q1: 119,378 shares 119,378 $4.08M <0.01% +14,426 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,510 shares; 2024Q4: 104,933 shares; 2025Q1: 39,967 shares; 2025Q2: 38,441 shares; 2025Q3: 43,389 shares; 2025Q4: 42,142 shares; 2026Q1: 44,124 shares 44,124 $4.06M <0.01% +1,982 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 8,880 shares; 2025Q1: 9,382 shares; 2025Q2: 6,777 shares; 2025Q3: 6,855 shares; 2025Q4: 109,646 shares; 2026Q1: 102,939 shares 102,939 $4.06M <0.01% -6,707 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,660 shares; 2024Q4: 38,301 shares; 2025Q1: 57,173 shares; 2025Q2: 59,506 shares; 2025Q3: 61,008 shares; 2025Q4: 58,629 shares; 2026Q1: 55,567 shares 55,567 $4.06M <0.01% -3,062 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,408 shares; 2024Q4: 27,633 shares; 2025Q1: 31,128 shares; 2025Q2: 59,287 shares; 2025Q3: 64,260 shares; 2025Q4: 67,632 shares; 2026Q1: 73,867 shares 73,867 $4.05M <0.01% +6,235 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,000 shares; 2025Q1: 55,431 shares; 2025Q2: 50,178 shares; 2025Q3: 60,782 shares; 2025Q4: 76,903 shares; 2026Q1: 96,876 shares 96,876 $4.03M <0.01% +19,973 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,492 shares; 2024Q4: 125,625 shares; 2025Q1: 100,647 shares; 2025Q2: 97,486 shares; 2025Q3: 113,573 shares; 2025Q4: 186,064 shares; 2026Q1: 133,848 shares 133,848 $4.02M <0.01% -52,216 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,178 shares; 2025Q2: 32,335 shares; 2025Q3: 54,008 shares; 2025Q4: 45,653 shares; 2026Q1: 56,829 shares 56,829 $4.02M <0.01% +11,176 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,349 shares; 2025Q2: 48,758 shares; 2025Q3: 50,772 shares; 2025Q4: 53,590 shares; 2026Q1: 45,455 shares 45,455 $4.02M <0.01% -8,135 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 66,692 shares; 2026Q1: 90,213 shares 90,213 $4.01M <0.01% +23,521 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,433 shares; 2024Q4: 282,156 shares; 2025Q1: 283,978 shares; 2025Q2: 292,547 shares; 2025Q3: 299,646 shares; 2025Q4: 308,372 shares; 2026Q1: 311,633 shares 311,633 $4.01M <0.01% +3,261 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,857 shares; 2024Q4: 28,926 shares; 2025Q1: 27,500 shares; 2025Q2: 48,761 shares; 2025Q3: 24,819 shares; 2025Q4: 24,578 shares; 2026Q1: 24,277 shares 24,277 $4.01M <0.01% -301 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,306 shares; 2025Q4: 57,048 shares; 2026Q1: 117,856 shares 117,856 $4M <0.01% +60,808 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,529 shares; 2024Q4: 127,840 shares; 2025Q1: 108,214 shares; 2025Q2: 105,054 shares; 2025Q3: 104,877 shares; 2025Q4: 110,700 shares; 2026Q1: 117,352 shares 117,352 $3.99M <0.01% +6,652 Timeline DFNM 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: 100,881 shares; 2024Q4: 77,979 shares; 2025Q1: 81,265 shares; 2025Q2: 79,580 shares; 2025Q3: 78,169 shares; 2025Q4: 78,265 shares; 2026Q1: 82,947 shares 82,947 $3.98M <0.01% +4,682 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,265 shares; 2024Q4: 18,003 shares; 2025Q1: 18,905 shares; 2025Q2: 18,727 shares; 2025Q3: 18,647 shares; 2025Q4: 18,041 shares; 2026Q1: 15,916 shares 15,916 $3.98M <0.01% -2,125 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,565 shares; 2024Q4: 61,611 shares; 2025Q1: 57,994 shares; 2025Q2: 56,027 shares; 2025Q3: 52,682 shares; 2025Q4: 47,242 shares; 2026Q1: 39,732 shares 39,732 $3.97M <0.01% -7,510 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 45,592 shares; 2025Q1: 37,127 shares; 2025Q2: 33,342 shares; 2025Q3: 33,957 shares; 2025Q4: 33,356 shares; 2026Q1: 33,756 shares 33,756 $3.97M <0.01% +400 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,082 shares; 2024Q4: 25,193 shares; 2025Q1: 24,443 shares; 2025Q2: 24,104 shares; 2025Q3: 24,193 shares; 2025Q4: 36,172 shares; 2026Q1: 111,071 shares 111,071 $3.95M <0.01% +74,899 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,573 shares; 2025Q1: 58,706 shares; 2025Q2: 76,896 shares; 2025Q3: 99,158 shares; 2025Q4: 115,111 shares; 2026Q1: 137,929 shares 137,929 $3.94M <0.01% +22,818 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,224 shares; 2025Q1: 71,799 shares; 2025Q2: 35,570 shares; 2025Q3: 24,657 shares; 2025Q4: 25,526 shares; 2026Q1: 33,411 shares 33,411 $3.94M <0.01% +7,885 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144,783 shares; 2025Q1: 240,035 shares; 2025Q2: 214,945 shares; 2025Q3: 162,753 shares; 2025Q4: 160,386 shares; 2026Q1: 84,064 shares 84,064 $3.94M <0.01% -76,322 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,218 shares; 2024Q4: 31,801 shares; 2025Q1: 30,895 shares; 2025Q2: 29,082 shares; 2025Q3: 29,115 shares; 2025Q4: 29,144 shares; 2026Q1: 29,852 shares 29,852 $3.94M <0.01% +708 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,007 shares; 2024Q4: 71,449 shares; 2025Q1: 87,543 shares; 2025Q2: 71,244 shares; 2025Q3: 105,588 shares; 2025Q4: 131,385 shares; 2026Q1: 154,641 shares 154,641 $3.94M <0.01% +23,256 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,778 shares; 2024Q4: 63,428 shares; 2025Q1: 52,255 shares; 2025Q2: 47,422 shares; 2025Q3: 44,525 shares; 2025Q4: 44,355 shares; 2026Q1: 42,505 shares 42,505 $3.94M <0.01% -1,850 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,009 shares; 2024Q4: 23,689 shares; 2025Q1: 25,251 shares; 2025Q2: 29,691 shares; 2025Q3: 39,873 shares; 2025Q4: 37,367 shares; 2026Q1: 57,497 shares 57,497 $3.93M <0.01% +20,130 Timeline