PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,641 shares; 2024Q4: 104,934 shares; 2025Q1: 114,645 shares; 2025Q2: 85,962 shares; 2025Q3: 48,955 shares; 2025Q4: 47,265 shares; 2026Q1: 46,884 shares 46,884 $2.46M 0.03% -381 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,500 shares; 2024Q4: 200,221 shares; 2025Q1: 163,167 shares; 2025Q2: 477,550 shares; 2025Q3: 490,029 shares; 2025Q4: 123,253 shares; 2026Q1: 83,886 shares 83,886 $2.45M 0.03% -39,367 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 9,750 shares; 2025Q1: 10,610 shares; 2025Q2: 9,097 shares; 2025Q3: 9,032 shares; 2025Q4: 7,351 shares; 2026Q1: 7,059 shares 7,059 $2.44M 0.03% -292 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 13,512 shares; 2025Q1: 12,747 shares; 2025Q2: 12,525 shares; 2025Q3: 12,113 shares; 2025Q4: 12,063 shares; 2026Q1: 16,699 shares 16,699 $2.43M 0.03% +4,636 Timeline PSQ 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: 60,844 shares; 2024Q4: 7,081 shares; 2025Q1: 18,794 shares; 2025Q2: 24,759 shares; 2025Q3: 19,386 shares; 2025Q4: not reported; 2026Q1: 75,590 shares 75,590 $2.43M 0.03% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,215 shares; 2025Q1: 5,600 shares; 2025Q2: 20,181 shares; 2025Q3: 31,856 shares; 2025Q4: 50,964 shares; 2026Q1: 49,087 shares 49,087 $2.43M 0.03% -1,877 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,017 shares; 2024Q4: 52,559 shares; 2025Q1: 44,939 shares; 2025Q2: 44,831 shares; 2025Q3: 43,085 shares; 2025Q4: 40,539 shares; 2026Q1: 40,732 shares 40,732 $2.43M 0.03% +193 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,510 shares; 2024Q4: 35,722 shares; 2025Q1: 46,627 shares; 2025Q2: 49,173 shares; 2025Q3: 47,594 shares; 2025Q4: 50,517 shares; 2026Q1: 60,305 shares 60,305 $2.42M 0.03% +9,788 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,948 shares; 2024Q4: 12,211 shares; 2025Q1: 12,078 shares; 2025Q2: 11,109 shares; 2025Q3: 12,158 shares; 2025Q4: 13,964 shares; 2026Q1: 19,385 shares 19,385 $2.42M 0.03% +5,421 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,231 shares; 2024Q4: 17,976 shares; 2025Q1: 17,383 shares; 2025Q2: 16,971 shares; 2025Q3: 16,673 shares; 2025Q4: 20,542 shares; 2026Q1: 17,816 shares 17,816 $2.42M 0.03% -2,726 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 6,934 shares; 2025Q1: 6,724 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,040 shares 48,040 $2.4M 0.03% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,283 shares; 2025Q4: 33,410 shares; 2026Q1: 36,616 shares 36,616 $2.37M 0.03% +3,206 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: 4,323 shares; 2024Q4: 12,403 shares; 2025Q1: 14,159 shares; 2025Q2: 21,334 shares; 2025Q3: 22,765 shares; 2025Q4: 18,450 shares; 2026Q1: 16,567 shares 16,567 $2.37M 0.03% -1,883 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,806 shares; 2024Q4: 30,928 shares; 2025Q1: 30,407 shares; 2025Q2: 22,591 shares; 2025Q3: 22,443 shares; 2025Q4: 22,984 shares; 2026Q1: 28,846 shares 28,846 $2.36M 0.03% +5,862 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,981 shares; 2024Q4: 111,400 shares; 2025Q1: 100,572 shares; 2025Q2: 99,068 shares; 2025Q3: 93,738 shares; 2025Q4: 93,491 shares; 2026Q1: 93,174 shares 93,174 $2.36M 0.03% -317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,057 shares; 2025Q3: 13,660 shares; 2025Q4: 10,624 shares; 2026Q1: 48,496 shares 48,496 $2.34M 0.03% +37,872 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,158 shares; 2024Q4: 33,429 shares; 2025Q1: 10,952 shares; 2025Q2: 22,889 shares; 2025Q3: 23,100 shares; 2025Q4: 46,781 shares; 2026Q1: 21,479 shares 21,479 $2.34M 0.03% -25,302 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,500 shares; 2025Q1: 40,380 shares; 2025Q2: 93,195 shares; 2025Q3: 93,185 shares; 2025Q4: 93,865 shares; 2026Q1: 96,400 shares 96,400 $2.34M 0.03% +2,535 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 10,712 shares; 2025Q1: 11,310 shares; 2025Q2: 14,315 shares; 2025Q3: 13,710 shares; 2025Q4: 13,915 shares; 2026Q1: 11,495 shares 11,495 $2.33M 0.03% -2,420 Timeline SSO 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: 13,241 shares; 2024Q4: 12,640 shares; 2025Q1: 13,441 shares; 2025Q2: 12,557 shares; 2025Q3: 11,219 shares; 2025Q4: 21,285 shares; 2026Q1: 44,860 shares 44,860 $2.33M 0.03% +23,575 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,482 shares; 2024Q4: 8,606 shares; 2025Q1: 8,619 shares; 2025Q2: 9,095 shares; 2025Q3: 9,394 shares; 2025Q4: 9,367 shares; 2026Q1: 9,021 shares 9,021 $2.32M 0.03% -346 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,677 shares; 2024Q4: 7,164 shares; 2025Q1: 7,440 shares; 2025Q2: 7,972 shares; 2025Q3: 8,322 shares; 2025Q4: 8,755 shares; 2026Q1: 8,257 shares 8,257 $2.31M 0.03% -498 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,706 shares; 2024Q4: 7,139 shares; 2025Q1: 15,787 shares; 2025Q2: 28,836 shares; 2025Q3: 26,689 shares; 2025Q4: 18,006 shares; 2026Q1: 17,521 shares 17,521 $2.29M 0.03% -485 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,612 shares; 2024Q4: 12,552 shares; 2025Q1: 12,462 shares; 2025Q2: 13,930 shares; 2025Q3: 13,905 shares; 2025Q4: 13,955 shares; 2026Q1: 13,985 shares 13,985 $2.29M 0.03% +30 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,751 shares; 2024Q4: 165,773 shares; 2025Q1: 165,722 shares; 2025Q2: 165,758 shares; 2025Q3: 165,788 shares; 2025Q4: 165,848 shares; 2026Q1: 165,865 shares 165,865 $2.29M 0.03% +17 Timeline EQL 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: 12,185 shares; 2024Q4: 12,617 shares; 2025Q1: 12,592 shares; 2025Q2: 48,005 shares; 2025Q3: 48,587 shares; 2025Q4: 48,389 shares; 2026Q1: 48,050 shares 48,050 $2.29M 0.03% -339 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 11,441 shares; 2025Q1: 11,276 shares; 2025Q2: 12,492 shares; 2025Q3: 13,617 shares; 2025Q4: 13,584 shares; 2026Q1: 28,802 shares 28,802 $2.28M 0.03% +15,218 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: 14,939 shares; 2024Q4: 33,847 shares; 2025Q1: 6,100 shares; 2025Q2: 11,085 shares; 2025Q3: 28,562 shares; 2025Q4: 38,332 shares; 2026Q1: 41,328 shares 41,328 $2.28M 0.03% +2,996 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: 288,985 shares; 2024Q4: 304,934 shares; 2025Q1: 188,707 shares; 2025Q2: 178,526 shares; 2025Q3: 135,068 shares; 2025Q4: 107,364 shares; 2026Q1: 175,225 shares 175,225 $2.24M 0.03% +67,861 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 5,538 shares; 2025Q1: 5,494 shares; 2025Q2: 5,597 shares; 2025Q3: 5,520 shares; 2025Q4: 5,358 shares; 2026Q1: 5,357 shares 5,357 $2.23M 0.03% -1 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,994 shares; 2024Q4: 81,400 shares; 2025Q1: 80,826 shares; 2025Q2: 78,892 shares; 2025Q3: 76,431 shares; 2025Q4: 36,551 shares; 2026Q1: 37,784 shares 37,784 $2.23M 0.03% +1,233 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,641 shares; 2025Q3: 34,675 shares; 2025Q4: 32,931 shares; 2026Q1: 34,721 shares 34,721 $2.23M 0.03% +1,790 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,139 shares; 2024Q4: 20,432 shares; 2025Q1: 19,266 shares; 2025Q2: 21,254 shares; 2025Q3: 20,971 shares; 2025Q4: 20,502 shares; 2026Q1: 20,235 shares 20,235 $2.22M 0.03% -267 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: 5,810 shares; 2024Q4: 7,098 shares; 2025Q1: 6,951 shares; 2025Q2: 7,778 shares; 2025Q3: 9,312 shares; 2025Q4: 7,800 shares; 2026Q1: 7,613 shares 7,613 $2.21M 0.03% -187 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,728 shares; 2025Q4: 8,806 shares; 2026Q1: 11,101 shares 11,101 $2.19M 0.02% +2,295 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,804 shares; 2024Q4: 18,054 shares; 2025Q1: 13,170 shares; 2025Q2: 42,094 shares; 2025Q3: 91,875 shares; 2025Q4: 91,931 shares; 2026Q1: 97,483 shares 97,483 $2.19M 0.02% +5,552 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: 24,152 shares; 2024Q4: 22,392 shares; 2025Q1: 21,587 shares; 2025Q2: 23,674 shares; 2025Q3: 23,634 shares; 2025Q4: 23,500 shares; 2026Q1: 19,861 shares 19,861 $2.17M 0.02% -3,639 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,320 shares; 2024Q4: 147,648 shares; 2025Q1: 139,140 shares; 2025Q2: 143,936 shares; 2025Q3: 140,997 shares; 2025Q4: 143,865 shares; 2026Q1: 165,348 shares 165,348 $2.17M 0.02% +21,483 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,326 shares; 2024Q4: 67,789 shares; 2025Q1: 14,071 shares; 2025Q2: 13,849 shares; 2025Q3: 14,276 shares; 2025Q4: 14,401 shares; 2026Q1: 14,245 shares 14,245 $2.16M 0.02% -156 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,155 shares; 2024Q4: 18,525 shares; 2025Q1: 19,296 shares; 2025Q2: 22,556 shares; 2025Q3: 25,743 shares; 2025Q4: 27,787 shares; 2026Q1: 29,166 shares 29,166 $2.16M 0.02% +1,379 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 11,535 shares; 2025Q1: 11,269 shares; 2025Q2: 9,804 shares; 2025Q3: 10,431 shares; 2025Q4: 10,496 shares; 2026Q1: 9,905 shares 9,905 $2.15M 0.02% -591 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,617 shares; 2025Q4: 64,272 shares; 2026Q1: 80,285 shares 80,285 $2.14M 0.02% +16,013 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,392 shares; 2024Q4: 61,351 shares; 2025Q1: 62,877 shares; 2025Q2: 62,847 shares; 2025Q3: 66,255 shares; 2025Q4: 65,856 shares; 2026Q1: 62,912 shares 62,912 $2.14M 0.02% -2,944 Timeline PFFD 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: 121,870 shares; 2024Q4: 135,468 shares; 2025Q1: 144,173 shares; 2025Q2: 137,491 shares; 2025Q3: 137,502 shares; 2025Q4: 123,732 shares; 2026Q1: 115,824 shares 115,824 $2.13M 0.02% -7,908 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,613 shares; 2024Q4: 66,445 shares; 2025Q1: 73,617 shares; 2025Q2: 53,659 shares; 2025Q3: 52,586 shares; 2025Q4: 24,171 shares; 2026Q1: 21,614 shares 21,614 $2.13M 0.02% -2,557 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,107 shares; 2024Q4: 30,224 shares; 2025Q1: 11,345 shares; 2025Q2: 10,947 shares; 2025Q3: 10,967 shares; 2025Q4: 11,067 shares; 2026Q1: 10,707 shares 10,707 $2.12M 0.02% -360 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,956 shares; 2025Q3: 14,822 shares; 2025Q4: 9,429 shares; 2026Q1: 9,865 shares 9,865 $2.12M 0.02% +436 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,199 shares; 2024Q4: 163,551 shares; 2025Q1: 148,900 shares; 2025Q2: 178,276 shares; 2025Q3: 175,603 shares; 2025Q4: 189,749 shares; 2026Q1: 183,522 shares 183,522 $2.12M 0.02% -6,227 Timeline JBBB 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: 14,966 shares; 2024Q4: 34,153 shares; 2025Q1: 55,416 shares; 2025Q2: 50,306 shares; 2025Q3: 51,282 shares; 2025Q4: 47,869 shares; 2026Q1: 45,423 shares 45,423 $2.12M 0.02% -2,446 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,297 shares; 2024Q4: 10,172 shares; 2025Q1: 10,881 shares; 2025Q2: 11,005 shares; 2025Q3: 12,927 shares; 2025Q4: 14,096 shares; 2026Q1: 16,640 shares 16,640 $2.11M 0.02% +2,544 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE 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: 48,721 shares; 2026Q1: 74,043 shares 74,043 $2.11M 0.02% +25,322 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,829 shares; 2024Q4: 26,705 shares; 2025Q1: 23,701 shares; 2025Q2: 21,676 shares; 2025Q3: 20,607 shares; 2025Q4: 19,997 shares; 2026Q1: 19,187 shares 19,187 $2.11M 0.02% -810 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,609 shares; 2024Q4: 41,485 shares; 2025Q1: 38,065 shares; 2025Q2: 36,786 shares; 2025Q3: 38,533 shares; 2025Q4: 39,306 shares; 2026Q1: 38,111 shares 38,111 $2.1M 0.02% -1,195 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,117 shares; 2024Q4: 36,248 shares; 2025Q1: 37,657 shares; 2025Q2: 39,958 shares; 2025Q3: 42,669 shares; 2025Q4: 44,459 shares; 2026Q1: 48,333 shares 48,333 $2.1M 0.02% +3,874 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 13,185 shares; 2025Q1: 23,195 shares; 2025Q2: 25,820 shares; 2025Q3: 46,921 shares; 2025Q4: 42,308 shares; 2026Q1: 42,234 shares 42,234 $2.09M 0.02% -74 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: 33,235 shares; 2024Q4: 34,907 shares; 2025Q1: 36,023 shares; 2025Q2: 36,294 shares; 2025Q3: 36,139 shares; 2025Q4: 37,034 shares; 2026Q1: 39,964 shares 39,964 $2.08M 0.02% +2,930 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,264 shares 3,264 $2.07M 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,817 shares; 2024Q4: 26,639 shares; 2025Q1: 19,645 shares; 2025Q2: 30,859 shares; 2025Q3: 31,530 shares; 2025Q4: 27,972 shares; 2026Q1: 28,346 shares 28,346 $2.06M 0.02% +374 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,508 shares; 2025Q1: 12,645 shares; 2025Q2: 11,722 shares; 2025Q3: 15,390 shares; 2025Q4: 19,385 shares; 2026Q1: 22,128 shares 22,128 $2.04M 0.02% +2,743 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: 18,530 shares; 2024Q4: 16,320 shares; 2025Q1: 14,783 shares; 2025Q2: 13,492 shares; 2025Q3: 13,859 shares; 2025Q4: 13,760 shares; 2026Q1: 13,218 shares 13,218 $2.04M 0.02% -542 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,364 shares; 2024Q4: 34,135 shares; 2025Q1: 33,154 shares; 2025Q2: 40,375 shares; 2025Q3: 45,629 shares; 2025Q4: 49,665 shares; 2026Q1: 51,854 shares 51,854 $2.04M 0.02% +2,189 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: 41,610 shares; 2024Q4: 49,151 shares; 2025Q1: 46,766 shares; 2025Q2: 45,378 shares; 2025Q3: 39,663 shares; 2025Q4: 40,308 shares; 2026Q1: 43,339 shares 43,339 $2.03M 0.02% +3,031 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 5,298 shares; 2025Q1: 4,162 shares; 2025Q2: 27,328 shares; 2025Q3: 8,654 shares; 2025Q4: 4,564 shares; 2026Q1: 25,334 shares 25,334 $2.03M 0.02% +20,770 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 6,955 shares; 2025Q1: 6,180 shares; 2025Q2: 6,382 shares; 2025Q3: 6,385 shares; 2025Q4: 6,230 shares; 2026Q1: 6,360 shares 6,360 $2.02M 0.02% +130 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,030 shares; 2025Q3: 32,819 shares; 2025Q4: 39,723 shares; 2026Q1: 50,613 shares 50,613 $2.02M 0.02% +10,890 Timeline MOAT 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: 249,631 shares; 2024Q4: 54,708 shares; 2025Q1: 34,746 shares; 2025Q2: 21,093 shares; 2025Q3: 18,194 shares; 2025Q4: 21,371 shares; 2026Q1: 20,736 shares 20,736 $2.01M 0.02% -635 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 6,619 shares; 2025Q1: 6,808 shares; 2025Q2: 7,429 shares; 2025Q3: 11,141 shares; 2025Q4: 7,347 shares; 2026Q1: 6,998 shares 6,998 $1.99M 0.02% -349 Timeline MEAR 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: 11,574 shares; 2024Q4: 14,966 shares; 2025Q1: 22,945 shares; 2025Q2: 31,718 shares; 2025Q3: 40,668 shares; 2025Q4: 40,464 shares; 2026Q1: 39,438 shares 39,438 $1.99M 0.02% -1,026 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,044 shares; 2024Q4: 26,285 shares; 2025Q1: 38,834 shares; 2025Q2: 54,782 shares; 2025Q3: 62,680 shares; 2025Q4: 71,221 shares; 2026Q1: 71,428 shares 71,428 $1.98M 0.02% +207 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: 22,386 shares; 2024Q4: 22,548 shares; 2025Q1: 21,979 shares; 2025Q2: 21,475 shares; 2025Q3: 21,562 shares; 2025Q4: 21,339 shares; 2026Q1: 21,130 shares 21,130 $1.97M 0.02% -209 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 10,194 shares; 2025Q1: 10,151 shares; 2025Q2: 9,632 shares; 2025Q3: 9,736 shares; 2025Q4: 9,049 shares; 2026Q1: 9,305 shares 9,305 $1.95M 0.02% +256 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,029 shares; 2024Q4: 21,620 shares; 2025Q1: 20,435 shares; 2025Q2: 18,783 shares; 2025Q3: 31,824 shares; 2025Q4: 27,095 shares; 2026Q1: 26,768 shares 26,768 $1.94M 0.02% -327 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 8,303 shares; 2025Q1: 7,195 shares; 2025Q2: 10,507 shares; 2025Q3: 22,695 shares; 2025Q4: 32,763 shares; 2026Q1: 38,480 shares 38,480 $1.93M 0.02% +5,717 Timeline GUNR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,697 shares; 2025Q4: 34,663 shares; 2026Q1: 34,541 shares 34,541 $1.91M 0.02% -122 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: 10,343 shares; 2024Q4: 9,893 shares; 2025Q1: 9,908 shares; 2025Q2: 10,649 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares; 2026Q1: 10,652 shares 10,652 $1.9M 0.02% +53 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,242 shares; 2025Q1: 27,710 shares; 2025Q2: 14,746 shares; 2025Q3: 14,587 shares; 2025Q4: 14,887 shares; 2026Q1: 15,104 shares 15,104 $1.89M 0.02% +217 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,893 shares; 2025Q1: 3,609 shares; 2025Q2: 3,520 shares; 2025Q3: 3,766 shares; 2025Q4: 4,328 shares; 2026Q1: 11,143 shares 11,143 $1.88M 0.02% +6,815 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,399 shares; 2024Q4: 35,024 shares; 2025Q1: 35,227 shares; 2025Q2: 35,327 shares; 2025Q3: 44,967 shares; 2025Q4: 41,960 shares; 2026Q1: 41,479 shares 41,479 $1.85M 0.02% -481 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,017 shares; 2024Q4: 9,002 shares; 2025Q1: 8,657 shares; 2025Q2: 8,543 shares; 2025Q3: 8,879 shares; 2025Q4: 8,816 shares; 2026Q1: 8,857 shares 8,857 $1.85M 0.02% +41 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,325 shares; 2025Q1: 11,152 shares; 2025Q2: 11,155 shares; 2025Q3: 15,025 shares; 2025Q4: 26,072 shares; 2026Q1: 50,813 shares 50,813 $1.84M 0.02% +24,741 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,598 shares; 2024Q4: 36,271 shares; 2025Q1: 40,153 shares; 2025Q2: 44,624 shares; 2025Q3: 44,207 shares; 2025Q4: 22,448 shares; 2026Q1: 22,357 shares 22,357 $1.84M 0.02% -91 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 12,928 shares; 2025Q1: 19,683 shares; 2025Q2: 39,870 shares; 2025Q3: 44,463 shares; 2025Q4: 38,777 shares; 2026Q1: 50,873 shares 50,873 $1.82M 0.02% +12,096 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,986 shares; 2024Q4: 69,947 shares; 2025Q1: 60,459 shares; 2025Q2: 59,759 shares; 2025Q3: 56,159 shares; 2025Q4: 18,942 shares; 2026Q1: 17,176 shares 17,176 $1.81M 0.02% -1,766 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,454 shares; 2024Q4: 16,640 shares; 2025Q1: 15,409 shares; 2025Q2: 48,748 shares; 2025Q3: 47,285 shares; 2025Q4: 37,349 shares; 2026Q1: 39,104 shares 39,104 $1.79M 0.02% +1,755 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,677 shares; 2024Q4: 10,872 shares; 2025Q1: 10,228 shares; 2025Q2: 11,602 shares; 2025Q3: 12,052 shares; 2025Q4: 14,171 shares; 2026Q1: 43,948 shares 43,948 $1.79M 0.02% +29,777 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,881 shares; 2024Q4: 22,921 shares; 2025Q1: 26,118 shares; 2025Q2: 24,684 shares; 2025Q3: 30,657 shares; 2025Q4: 40,194 shares; 2026Q1: 35,275 shares 35,275 $1.79M 0.02% -4,919 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 8,192 shares; 2025Q1: 7,518 shares; 2025Q2: 8,722 shares; 2025Q3: 9,252 shares; 2025Q4: 9,644 shares; 2026Q1: 9,416 shares 9,416 $1.79M 0.02% -228 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,442 shares; 2024Q4: 22,777 shares; 2025Q1: 22,182 shares; 2025Q2: 22,692 shares; 2025Q3: 23,802 shares; 2025Q4: 24,482 shares; 2026Q1: 25,006 shares 25,006 $1.78M 0.02% +524 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: 9,064 shares; 2025Q2: 9,237 shares; 2025Q3: 12,490 shares; 2025Q4: 14,630 shares; 2026Q1: 14,480 shares 14,480 $1.78M 0.02% -150 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 26,936 shares; 2025Q1: 25,298 shares; 2025Q2: 10,087 shares; 2025Q3: 13,327 shares; 2025Q4: 13,152 shares; 2026Q1: 10,742 shares 10,742 $1.76M 0.02% -2,410 Timeline NANR 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: 12,130 shares; 2024Q4: 15,003 shares; 2025Q1: 16,010 shares; 2025Q2: 16,639 shares; 2025Q3: 17,410 shares; 2025Q4: 19,109 shares; 2026Q1: 20,899 shares 20,899 $1.76M 0.02% +1,790 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,194 shares; 2024Q4: 72,808 shares; 2025Q1: 65,916 shares; 2025Q2: 64,314 shares; 2025Q3: 54,062 shares; 2025Q4: 55,185 shares; 2026Q1: 52,224 shares 52,224 $1.75M 0.02% -2,961 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 16,979 shares; 2025Q1: 17,181 shares; 2025Q2: 17,958 shares; 2025Q3: 18,660 shares; 2025Q4: 19,042 shares; 2026Q1: 20,144 shares 20,144 $1.74M 0.02% +1,102 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 9,298 shares; 2025Q1: 7,386 shares; 2025Q2: 7,713 shares; 2025Q3: 7,473 shares; 2025Q4: 7,614 shares; 2026Q1: 7,393 shares 7,393 $1.73M 0.02% -221 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,270 shares; 2024Q4: 14,441 shares; 2025Q1: 11,199 shares; 2025Q2: 13,239 shares; 2025Q3: 17,340 shares; 2025Q4: 39,138 shares; 2026Q1: 37,397 shares 37,397 $1.73M 0.02% -1,741 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 14,137 shares; 2025Q1: 13,129 shares; 2025Q2: 14,110 shares; 2025Q3: 15,439 shares; 2025Q4: 15,197 shares; 2026Q1: 15,355 shares 15,355 $1.73M 0.02% +158 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,261 shares; 2024Q4: 13,831 shares; 2025Q1: 14,018 shares; 2025Q2: 25,837 shares; 2025Q3: 25,514 shares; 2025Q4: 25,449 shares; 2026Q1: 27,119 shares 27,119 $1.72M 0.02% +1,670 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,188 shares; 2024Q4: 337,076 shares; 2025Q1: 337,281 shares; 2025Q2: 351,440 shares; 2025Q3: 365,633 shares; 2025Q4: 334,302 shares; 2026Q1: 337,331 shares 337,331 $1.72M 0.02% +3,029 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: 31,755 shares; 2024Q4: 20,180 shares; 2025Q1: 19,360 shares; 2025Q2: 74,643 shares; 2025Q3: 79,603 shares; 2025Q4: 75,666 shares; 2026Q1: 43,758 shares 43,758 $1.71M 0.02% -31,908 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: 10,380 shares; 2024Q4: 11,501 shares; 2025Q1: 9,210 shares; 2025Q2: 7,748 shares; 2025Q3: 15,690 shares; 2025Q4: 17,490 shares; 2026Q1: 18,654 shares 18,654 $1.7M 0.02% +1,164 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: not reported; 2025Q3: not reported; 2025Q4: 17,226 shares; 2026Q1: 36,155 shares 36,155 $1.7M 0.02% +18,929 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 36,634 shares; 2025Q1: 35,670 shares; 2025Q2: 16,677 shares; 2025Q3: 33,299 shares; 2025Q4: 36,206 shares; 2026Q1: 35,246 shares 35,246 $1.69M 0.02% -960 Timeline EWX 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: 45,328 shares; 2024Q4: 47,611 shares; 2025Q1: 50,903 shares; 2025Q2: 54,158 shares; 2025Q3: 25,897 shares; 2025Q4: 25,130 shares; 2026Q1: 25,602 shares 25,602 $1.69M 0.02% +472 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,210 shares; 2024Q4: 52,130 shares; 2025Q1: 52,147 shares; 2025Q2: 52,164 shares; 2025Q3: 50,447 shares; 2025Q4: 45,006 shares; 2026Q1: 45,006 shares 45,006 $1.68M 0.02% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,754 shares; 2024Q4: 54,634 shares; 2025Q1: 48,649 shares; 2025Q2: 9,740 shares; 2025Q3: 10,201 shares; 2025Q4: 11,183 shares; 2026Q1: 15,229 shares 15,229 $1.68M 0.02% +4,046 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,404 shares; 2024Q4: 25,593 shares; 2025Q1: 30,112 shares; 2025Q2: 15,291 shares; 2025Q3: 24,181 shares; 2025Q4: 42,266 shares; 2026Q1: 33,515 shares 33,515 $1.68M 0.02% -8,751 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,042 shares; 2024Q4: 42,174 shares; 2025Q1: 41,345 shares; 2025Q2: 44,844 shares; 2025Q3: 45,995 shares; 2025Q4: 46,247 shares; 2026Q1: 17,384 shares 17,384 $1.68M 0.02% -28,863 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: 96,551 shares; 2024Q4: 97,403 shares; 2025Q1: 54,357 shares; 2025Q2: 56,898 shares; 2025Q3: 421,118 shares; 2025Q4: 114,109 shares; 2026Q1: 55,601 shares 55,601 $1.67M 0.02% -58,508 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: 32,858 shares; 2024Q4: 38,373 shares; 2025Q1: 36,740 shares; 2025Q2: 46,218 shares; 2025Q3: 41,854 shares; 2025Q4: 41,915 shares; 2026Q1: 48,477 shares 48,477 $1.67M 0.02% +6,562 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,954 shares; 2024Q4: 23,202 shares; 2025Q1: 17,373 shares; 2025Q2: 14,788 shares; 2025Q3: 18,068 shares; 2025Q4: 49,694 shares; 2026Q1: 85,409 shares 85,409 $1.67M 0.02% +35,715 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,428 shares; 2025Q1: 15,577 shares; 2025Q2: 20,828 shares; 2025Q3: 45,948 shares; 2025Q4: 53,948 shares; 2026Q1: 151,884 shares 151,884 $1.67M 0.02% +97,936 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,693 shares; 2024Q4: 64,155 shares; 2025Q1: 45,465 shares; 2025Q2: 41,140 shares; 2025Q3: 43,752 shares; 2025Q4: 54,557 shares; 2026Q1: 57,920 shares 57,920 $1.66M 0.02% +3,363 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: 15,415 shares; 2024Q4: 15,394 shares; 2025Q1: 14,983 shares; 2025Q2: 14,525 shares; 2025Q3: 14,242 shares; 2025Q4: 14,291 shares; 2026Q1: 15,008 shares 15,008 $1.65M 0.02% +717 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 8,462 shares; 2025Q1: 126,654 shares; 2025Q2: 11,374 shares; 2025Q3: 15,373 shares; 2025Q4: 14,185 shares; 2026Q1: 13,824 shares 13,824 $1.64M 0.02% -361 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 8,511 shares; 2025Q1: 7,794 shares; 2025Q2: 8,414 shares; 2025Q3: 8,479 shares; 2025Q4: 7,833 shares; 2026Q1: 10,513 shares 10,513 $1.63M 0.02% +2,680 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,793 shares; 2026Q1: 21,749 shares 21,749 $1.63M 0.02% +17,956 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,609 shares; 2024Q4: 22,593 shares; 2025Q1: 20,311 shares; 2025Q2: 20,422 shares; 2025Q3: 29,281 shares; 2025Q4: 32,289 shares; 2026Q1: 31,332 shares 31,332 $1.63M 0.02% -957 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,330 shares; 2024Q4: 39,657 shares; 2025Q1: 27,077 shares; 2025Q2: 26,113 shares; 2025Q3: 26,394 shares; 2025Q4: 24,661 shares; 2026Q1: 22,636 shares 22,636 $1.63M 0.02% -2,025 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,871 shares; 2025Q3: 41,083 shares; 2025Q4: 47,368 shares; 2026Q1: 45,557 shares 45,557 $1.62M 0.02% -1,811 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 17,242 shares; 2025Q1: 23,645 shares; 2025Q2: 23,097 shares; 2025Q3: 18,731 shares; 2025Q4: 9,357 shares; 2026Q1: 9,257 shares 9,257 $1.62M 0.02% -100 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,998 shares; 2024Q4: 98,276 shares; 2025Q1: 96,717 shares; 2025Q2: 102,400 shares; 2025Q3: 108,515 shares; 2025Q4: 108,515 shares; 2026Q1: 162,832 shares 162,832 $1.61M 0.02% +54,317 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,471 shares; 2024Q4: 31,434 shares; 2025Q1: 31,676 shares; 2025Q2: 8,904 shares; 2025Q3: 8,059 shares; 2025Q4: 7,418 shares; 2026Q1: 7,712 shares 7,712 $1.6M 0.02% +294 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,021 shares; 2025Q1: 5,072 shares; 2025Q2: 5,615 shares; 2025Q3: 5,785 shares; 2025Q4: 6,030 shares; 2026Q1: 6,007 shares 6,007 $1.6M 0.02% -23 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,351 shares; 2024Q4: 13,064 shares; 2025Q1: 11,551 shares; 2025Q2: 12,048 shares; 2025Q3: 8,448 shares; 2025Q4: 8,728 shares; 2026Q1: 9,264 shares 9,264 $1.6M 0.02% +536 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: 32,584 shares; 2024Q4: 36,477 shares; 2025Q1: 39,053 shares; 2025Q2: 40,705 shares; 2025Q3: 41,016 shares; 2025Q4: 45,182 shares; 2026Q1: 48,108 shares 48,108 $1.6M 0.02% +2,926 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 10,125 shares; 2025Q1: 9,862 shares; 2025Q2: 9,346 shares; 2025Q3: 9,445 shares; 2025Q4: 9,177 shares; 2026Q1: 8,670 shares 8,670 $1.6M 0.02% -507 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 8,102 shares; 2025Q1: 6,935 shares; 2025Q2: 6,391 shares; 2025Q3: 5,515 shares; 2025Q4: 6,548 shares; 2026Q1: 9,455 shares 9,455 $1.6M 0.02% +2,907 Timeline USMF 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: 40,256 shares; 2024Q4: 40,695 shares; 2025Q1: 37,987 shares; 2025Q2: 37,681 shares; 2025Q3: 34,268 shares; 2025Q4: 32,797 shares; 2026Q1: 32,296 shares 32,296 $1.59M 0.02% -501 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 6,069 shares; 2025Q1: 7,588 shares; 2025Q2: 6,710 shares; 2025Q3: 6,854 shares; 2025Q4: 7,761 shares; 2026Q1: 7,528 shares 7,528 $1.59M 0.02% -233 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,479 shares; 2024Q4: 41,020 shares; 2025Q1: 38,134 shares; 2025Q2: 36,225 shares; 2025Q3: 36,466 shares; 2025Q4: 32,986 shares; 2026Q1: 29,771 shares 29,771 $1.59M 0.02% -3,215 Timeline EFIV 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: 25,808 shares; 2024Q4: 25,965 shares; 2025Q1: 25,087 shares; 2025Q2: 24,269 shares; 2025Q3: 24,202 shares; 2025Q4: 24,330 shares; 2026Q1: 25,128 shares 25,128 $1.59M 0.02% +798 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,258 shares; 2025Q4: 39,536 shares; 2026Q1: 51,445 shares 51,445 $1.59M 0.02% +11,909 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,983 shares; 2025Q4: 12,857 shares; 2026Q1: 31,298 shares 31,298 $1.58M 0.02% +18,441 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 12,282 shares; 2025Q1: 10,790 shares; 2025Q2: 10,786 shares; 2025Q3: 11,539 shares; 2025Q4: 11,433 shares; 2026Q1: 13,065 shares 13,065 $1.58M 0.02% +1,632 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,559 shares; 2025Q2: 249,808 shares; 2025Q3: 254,961 shares; 2025Q4: 261,154 shares; 2026Q1: 30,918 shares 30,918 $1.56M 0.02% -230,236 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,960 shares; 2024Q4: 41,870 shares; 2025Q1: 27,021 shares; 2025Q2: 28,578 shares; 2025Q3: 32,260 shares; 2025Q4: 30,141 shares; 2026Q1: 31,386 shares 31,386 $1.56M 0.02% +1,245 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 5,373 shares; 2025Q1: 13,936 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares; 2025Q4: 7,901 shares; 2026Q1: 9,040 shares 9,040 $1.55M 0.02% +1,139 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,827 shares; 2024Q4: 12,571 shares; 2025Q1: 7,347 shares; 2025Q2: 7,100 shares; 2025Q3: 7,332 shares; 2025Q4: 5,951 shares; 2026Q1: 6,380 shares 6,380 $1.55M 0.02% +429 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 744 shares; 2026Q1: 4,567 shares 4,567 $1.55M 0.02% +3,823 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,394 shares; 2025Q1: 949 shares; 2025Q2: 928 shares; 2025Q3: 1,069 shares; 2025Q4: 1,147 shares; 2026Q1: 1,412 shares 1,412 $1.54M 0.02% +265 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: not reported; 2025Q1: 16,933 shares; 2025Q2: 58,138 shares; 2025Q3: 39,565 shares; 2025Q4: 43,145 shares; 2026Q1: 45,602 shares 45,602 $1.54M 0.02% +2,457 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,598 shares; 2024Q4: 48,207 shares; 2025Q1: 39,980 shares; 2025Q2: 41,511 shares; 2025Q3: 49,257 shares; 2025Q4: 64,795 shares; 2026Q1: 107,212 shares 107,212 $1.54M 0.02% +42,417 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: 52,113 shares; 2024Q4: 49,634 shares; 2025Q1: 28,193 shares; 2025Q2: 23,460 shares; 2025Q3: 26,513 shares; 2025Q4: 37,905 shares; 2026Q1: 32,299 shares 32,299 $1.54M 0.02% -5,606 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 7,610 shares; 2025Q1: 5,971 shares; 2025Q2: 5,948 shares; 2025Q3: 8,252 shares; 2025Q4: 6,903 shares; 2026Q1: 7,354 shares 7,354 $1.52M 0.02% +451 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,804 shares; 2025Q1: 2,514 shares; 2025Q2: 2,332 shares; 2025Q3: 2,427 shares; 2025Q4: 2,325 shares; 2026Q1: 5,220 shares 5,220 $1.52M 0.02% +2,895 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,404 shares; 2025Q1: 4,105 shares; 2025Q2: 10,747 shares; 2025Q3: 12,127 shares; 2025Q4: 11,581 shares; 2026Q1: 10,024 shares 10,024 $1.52M 0.02% -1,557 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,193 shares; 2024Q4: 24,670 shares; 2025Q1: 22,653 shares; 2025Q2: 19,255 shares; 2025Q3: 19,285 shares; 2025Q4: 15,525 shares; 2026Q1: 14,948 shares 14,948 $1.5M 0.02% -577 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,132 shares; 2024Q4: 158,639 shares; 2025Q1: 145,037 shares; 2025Q2: 134,034 shares; 2025Q3: 116,884 shares; 2025Q4: 64,008 shares; 2026Q1: 46,971 shares 46,971 $1.5M 0.02% -17,037 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,298 shares; 2024Q4: 44,222 shares; 2025Q1: 43,693 shares; 2025Q2: 48,392 shares; 2025Q3: 56,534 shares; 2025Q4: 58,358 shares; 2026Q1: 60,662 shares 60,662 $1.5M 0.02% +2,304 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 30,341 shares; 2025Q1: 29,465 shares; 2025Q2: 8,083 shares; 2025Q3: 20,410 shares; 2025Q4: 27,350 shares; 2026Q1: 29,909 shares 29,909 $1.49M 0.02% +2,559 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,199 shares; 2024Q4: 45,867 shares; 2025Q1: 30,687 shares; 2025Q2: 32,259 shares; 2025Q3: 31,498 shares; 2025Q4: 29,502 shares; 2026Q1: 29,485 shares 29,485 $1.49M 0.02% -17 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: 6,736 shares; 2024Q4: 12,121 shares; 2025Q1: 10,392 shares; 2025Q2: 11,966 shares; 2025Q3: 12,684 shares; 2025Q4: 52,353 shares; 2026Q1: 25,984 shares 25,984 $1.49M 0.02% -26,369 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 12,385 shares; 2025Q1: 10,069 shares; 2025Q2: 9,128 shares; 2025Q3: 10,282 shares; 2025Q4: 9,586 shares; 2026Q1: 9,719 shares 9,719 $1.48M 0.02% +133 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,065 shares; 2024Q4: 52,909 shares; 2025Q1: 42,332 shares; 2025Q2: 39,965 shares; 2025Q3: 37,762 shares; 2025Q4: 31,470 shares; 2026Q1: 29,195 shares 29,195 $1.47M 0.02% -2,275 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 5,381 shares; 2025Q1: 4,284 shares; 2025Q2: 3,201 shares; 2025Q3: 3,092 shares; 2025Q4: 3,299 shares; 2026Q1: 3,299 shares 3,299 $1.47M 0.02% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 10,309 shares; 2025Q1: 9,817 shares; 2025Q2: 9,494 shares; 2025Q3: 8,050 shares; 2025Q4: 9,805 shares; 2026Q1: 14,680 shares 14,680 $1.47M 0.02% +4,875 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 15,341 shares; 2025Q1: 28,292 shares; 2025Q2: 31,372 shares; 2025Q3: 30,147 shares; 2025Q4: 30,191 shares; 2026Q1: 31,150 shares 31,150 $1.47M 0.02% +959 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,807 shares; 2025Q2: 15,851 shares; 2025Q3: 19,629 shares; 2025Q4: 37,783 shares; 2026Q1: 37,177 shares 37,177 $1.47M 0.02% -606 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 6,516 shares; 2025Q1: 8,359 shares; 2025Q2: 11,116 shares; 2025Q3: 12,302 shares; 2025Q4: 12,605 shares; 2026Q1: 16,536 shares 16,536 $1.46M 0.02% +3,931 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: 17,355 shares; 2024Q4: 13,772 shares; 2025Q1: 15,389 shares; 2025Q2: 17,108 shares; 2025Q3: 19,005 shares; 2025Q4: 14,681 shares; 2026Q1: 15,787 shares 15,787 $1.45M 0.02% +1,106 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: 21,138 shares; 2024Q4: 20,562 shares; 2025Q1: 19,579 shares; 2025Q2: 19,743 shares; 2025Q3: 19,604 shares; 2025Q4: 19,364 shares; 2026Q1: 19,902 shares 19,902 $1.45M 0.02% +538 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: 32,653 shares; 2024Q4: 32,459 shares; 2025Q1: 32,560 shares; 2025Q2: 32,578 shares; 2025Q3: 33,352 shares; 2025Q4: 34,252 shares; 2026Q1: 32,561 shares 32,561 $1.45M 0.02% -1,691 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,495 shares; 2024Q4: 46,230 shares; 2025Q1: 49,651 shares; 2025Q2: 47,551 shares; 2025Q3: 47,747 shares; 2025Q4: 58,417 shares; 2026Q1: 58,501 shares 58,501 $1.44M 0.02% +84 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,711 shares; 2024Q4: 18,417 shares; 2025Q1: 15,706 shares; 2025Q2: 15,448 shares; 2025Q3: 16,303 shares; 2025Q4: 27,814 shares; 2026Q1: 27,191 shares 27,191 $1.44M 0.02% -623 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,518 shares; 2024Q4: 18,040 shares; 2025Q1: 17,401 shares; 2025Q2: 19,039 shares; 2025Q3: 19,279 shares; 2025Q4: 19,787 shares; 2026Q1: 19,741 shares 19,741 $1.44M 0.02% -46 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,451 shares; 2024Q4: 26,671 shares; 2025Q1: 45,647 shares; 2025Q2: 40,872 shares; 2025Q3: 18,789 shares; 2025Q4: 21,723 shares; 2026Q1: 22,526 shares 22,526 $1.43M 0.02% +803 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,603 shares; 2024Q4: 45,398 shares; 2025Q1: 30,431 shares; 2025Q2: 28,313 shares; 2025Q3: 27,714 shares; 2025Q4: 27,781 shares; 2026Q1: 27,936 shares 27,936 $1.41M 0.02% +155 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,224 shares; 2025Q1: 11,053 shares; 2025Q2: 23,807 shares; 2025Q3: 13,029 shares; 2025Q4: 13,008 shares; 2026Q1: 12,484 shares 12,484 $1.41M 0.02% -524 Timeline OGIG 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: 34,283 shares; 2024Q4: 32,401 shares; 2025Q1: 31,961 shares; 2025Q2: 31,902 shares; 2025Q3: 34,303 shares; 2025Q4: 34,544 shares; 2026Q1: 34,443 shares 34,443 $1.41M 0.02% -101 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,333 shares; 2024Q4: 11,789 shares; 2025Q1: 12,330 shares; 2025Q2: 12,737 shares; 2025Q3: 13,673 shares; 2025Q4: 13,541 shares; 2026Q1: 14,691 shares 14,691 $1.4M 0.02% +1,150 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,460 shares; 2025Q4: 3,840 shares; 2026Q1: 30,984 shares 30,984 $1.4M 0.02% +27,144 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: 15,128 shares; 2024Q4: 66,850 shares; 2025Q1: 66,928 shares; 2025Q2: 26,764 shares; 2025Q3: 49,062 shares; 2025Q4: 51,896 shares; 2026Q1: 47,664 shares 47,664 $1.39M 0.02% -4,232 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,706 shares; 2024Q4: 20,889 shares; 2025Q1: 20,278 shares; 2025Q2: 17,835 shares; 2025Q3: 24,082 shares; 2025Q4: 30,790 shares; 2026Q1: 55,784 shares 55,784 $1.38M 0.02% +24,994 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,223 shares; 2024Q4: 9,459 shares; 2025Q1: 8,879 shares; 2025Q2: 8,884 shares; 2025Q3: 7,963 shares; 2025Q4: 7,622 shares; 2026Q1: 7,659 shares 7,659 $1.38M 0.02% +37 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,133 shares; 2024Q4: 17,433 shares; 2025Q1: 16,075 shares; 2025Q2: 15,869 shares; 2025Q3: 16,288 shares; 2025Q4: 16,220 shares; 2026Q1: 16,159 shares 16,159 $1.38M 0.02% -61 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,084 shares; 2025Q4: 19,108 shares; 2026Q1: 17,969 shares 17,969 $1.38M 0.02% -1,139 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,778 shares; 2025Q1: 6,405 shares; 2025Q2: 13,643 shares; 2025Q3: 18,681 shares; 2025Q4: 19,359 shares; 2026Q1: 18,953 shares 18,953 $1.37M 0.02% -406 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,390 shares; 2024Q4: 11,195 shares; 2025Q1: 9,481 shares; 2025Q2: 18,578 shares; 2025Q3: 18,969 shares; 2025Q4: 19,368 shares; 2026Q1: 19,237 shares 19,237 $1.37M 0.02% -131 Timeline IMCG 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: 2,715 shares; 2025Q1: not reported; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 5,408 shares; 2026Q1: 17,374 shares 17,374 $1.37M 0.02% +11,966 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: 81,485 shares; 2024Q4: 104,292 shares; 2025Q1: 87,450 shares; 2025Q2: 84,596 shares; 2025Q3: 91,512 shares; 2025Q4: 110,512 shares; 2026Q1: 118,897 shares 118,897 $1.37M 0.02% +8,385 Timeline PID 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: 37,340 shares; 2024Q4: 50,773 shares; 2025Q1: 40,524 shares; 2025Q2: 43,934 shares; 2025Q3: 51,222 shares; 2025Q4: 58,542 shares; 2026Q1: 61,368 shares 61,368 $1.37M 0.02% +2,826 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,819 shares; 2024Q4: 61,546 shares; 2025Q1: 49,000 shares; 2025Q2: 42,354 shares; 2025Q3: 39,931 shares; 2025Q4: 34,316 shares; 2026Q1: 29,037 shares 29,037 $1.36M 0.02% -5,279 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,018 shares; 2025Q3: 14,763 shares; 2025Q4: 17,547 shares; 2026Q1: 19,668 shares 19,668 $1.36M 0.02% +2,121 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 9,767 shares; 2025Q1: 9,724 shares; 2025Q2: 10,324 shares; 2025Q3: 10,112 shares; 2025Q4: 9,973 shares; 2026Q1: 10,706 shares 10,706 $1.36M 0.02% +733 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 10,033 shares; 2025Q1: 3,875 shares; 2025Q2: 11,512 shares; 2025Q3: 12,580 shares; 2025Q4: 10,373 shares; 2026Q1: 11,702 shares 11,702 $1.36M 0.02% +1,329 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,982 shares; 2025Q4: 39,570 shares; 2026Q1: 46,274 shares 46,274 $1.36M 0.02% +6,704 Timeline EMGF 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: 15,910 shares; 2024Q4: 16,347 shares; 2025Q1: 17,139 shares; 2025Q2: 17,909 shares; 2025Q3: 20,036 shares; 2025Q4: 20,828 shares; 2026Q1: 22,448 shares 22,448 $1.36M 0.02% +1,620 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: 22,422 shares; 2024Q4: 25,320 shares; 2025Q1: 23,898 shares; 2025Q2: 22,854 shares; 2025Q3: 22,829 shares; 2025Q4: 23,801 shares; 2026Q1: 25,156 shares 25,156 $1.36M 0.02% +1,355 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 2,264 shares; 2025Q1: 1,976 shares; 2025Q2: 1,934 shares; 2025Q3: 1,872 shares; 2025Q4: 2,657 shares; 2026Q1: 2,856 shares 2,856 $1.35M 0.02% +199 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,148 shares; 2024Q4: 16,661 shares; 2025Q1: 13,283 shares; 2025Q2: 13,280 shares; 2025Q3: 14,303 shares; 2025Q4: 14,687 shares; 2026Q1: 13,957 shares 13,957 $1.35M 0.02% -730 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: not reported; 2024Q4: not reported; 2025Q1: 7,860 shares; 2025Q2: 14,367 shares; 2025Q3: 30,127 shares; 2025Q4: 31,924 shares; 2026Q1: 39,533 shares 39,533 $1.35M 0.02% +7,609 Timeline BUG 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: 34,336 shares; 2024Q4: 42,341 shares; 2025Q1: 47,466 shares; 2025Q2: 48,654 shares; 2025Q3: 49,843 shares; 2025Q4: 46,752 shares; 2026Q1: 53,016 shares 53,016 $1.33M 0.02% +6,264 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,060 shares; 2025Q1: 3,059 shares; 2025Q2: 2,422 shares; 2025Q3: 2,456 shares; 2025Q4: 5,895 shares; 2026Q1: 7,428 shares 7,428 $1.33M 0.02% +1,533 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,806 shares; 2024Q4: 29,828 shares; 2025Q1: 29,878 shares; 2025Q2: 25,178 shares; 2025Q3: 41,778 shares; 2025Q4: 43,465 shares; 2026Q1: 44,715 shares 44,715 $1.33M 0.02% +1,250 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,910 shares; 2025Q2: 26,910 shares; 2025Q3: 22,360 shares; 2025Q4: 22,630 shares; 2026Q1: 24,395 shares 24,395 $1.32M 0.02% +1,765 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,249 shares; 2025Q1: 8,530 shares; 2025Q2: 18,458 shares; 2025Q3: 20,660 shares; 2025Q4: 22,761 shares; 2026Q1: 22,853 shares 22,853 $1.32M 0.01% +92 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,302 shares; 2024Q4: 95,558 shares; 2025Q1: 91,464 shares; 2025Q2: 89,701 shares; 2025Q3: 90,446 shares; 2025Q4: 105,236 shares; 2026Q1: 117,045 shares 117,045 $1.31M 0.01% +11,809 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,917 shares; 2026Q1: 14,332 shares 14,332 $1.3M 0.01% -7,585 Timeline IQDG 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: 18,555 shares; 2024Q4: 15,293 shares; 2025Q1: 32,035 shares; 2025Q2: 29,068 shares; 2025Q3: 30,202 shares; 2025Q4: 32,404 shares; 2026Q1: 32,430 shares 32,430 $1.3M 0.01% +26 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 9,254 shares; 2025Q1: 9,254 shares; 2025Q2: 10,660 shares; 2025Q3: 18,823 shares; 2025Q4: 18,990 shares; 2026Q1: 18,990 shares 18,990 $1.3M 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,335 shares; 2026Q1: 14,771 shares 14,771 $1.29M 0.01% +2,436 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 8,449 shares; 2025Q1: 7,815 shares; 2025Q2: 5,612 shares; 2025Q3: 5,610 shares; 2025Q4: 5,433 shares; 2026Q1: 5,465 shares 5,465 $1.29M 0.01% +32 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,235 shares; 2024Q4: 30,585 shares; 2025Q1: 14,505 shares; 2025Q2: 13,650 shares; 2025Q3: 13,979 shares; 2025Q4: 13,905 shares; 2026Q1: 13,275 shares 13,275 $1.29M 0.01% -630 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,916 shares; 2024Q4: 36,976 shares; 2025Q1: 33,428 shares; 2025Q2: 32,556 shares; 2025Q3: 30,270 shares; 2025Q4: 25,285 shares; 2026Q1: 23,434 shares 23,434 $1.29M 0.01% -1,851 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,180 shares; 2025Q1: 2,427 shares; 2025Q2: 2,333 shares; 2025Q3: 4,882 shares; 2025Q4: 7,864 shares; 2026Q1: 8,177 shares 8,177 $1.29M 0.01% +313 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,721 shares; 2024Q4: 15,104 shares; 2025Q1: 3,578 shares; 2025Q2: 4,982 shares; 2025Q3: 5,046 shares; 2025Q4: 5,450 shares; 2026Q1: 5,121 shares 5,121 $1.28M 0.01% -329 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: 3,331 shares; 2024Q4: 3,550 shares; 2025Q1: 3,624 shares; 2025Q2: 3,767 shares; 2025Q3: 3,676 shares; 2025Q4: 3,888 shares; 2026Q1: 3,779 shares 3,779 $1.28M 0.01% -109 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 10,220 shares; 2025Q1: 10,145 shares; 2025Q2: 9,839 shares; 2025Q3: 9,936 shares; 2025Q4: 10,540 shares; 2026Q1: 10,471 shares 10,471 $1.28M 0.01% -69 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: not reported; 2025Q4: not reported; 2026Q1: 24,364 shares 24,364 $1.26M 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,861 shares; 2025Q1: 5,763 shares; 2025Q2: 7,542 shares; 2025Q3: 7,213 shares; 2025Q4: 4,719 shares; 2026Q1: 4,583 shares 4,583 $1.26M 0.01% -136 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: 4,279 shares; 2024Q4: 4,105 shares; 2025Q1: 4,173 shares; 2025Q2: 4,204 shares; 2025Q3: 4,798 shares; 2025Q4: 4,705 shares; 2026Q1: 4,752 shares 4,752 $1.26M 0.01% +47 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: 20,166 shares; 2024Q4: 19,857 shares; 2025Q1: 18,986 shares; 2025Q2: 15,934 shares; 2025Q3: 15,842 shares; 2025Q4: 16,153 shares; 2026Q1: 14,838 shares 14,838 $1.26M 0.01% -1,315 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: 396 shares; 2024Q4: 394 shares; 2025Q1: 391 shares; 2025Q2: 850 shares; 2025Q3: 924 shares; 2025Q4: 986 shares; 2026Q1: 1,175 shares 1,175 $1.25M 0.01% +189 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,203 shares; 2024Q4: 96,698 shares; 2025Q1: 71,426 shares; 2025Q2: 69,785 shares; 2025Q3: 125,694 shares; 2025Q4: 79,844 shares; 2026Q1: 80,117 shares 80,117 $1.25M 0.01% +273 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,067 shares; 2025Q4: 10,537 shares; 2026Q1: 13,352 shares 13,352 $1.25M 0.01% +2,815 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,695 shares; 2024Q4: 31,012 shares; 2025Q1: 29,711 shares; 2025Q2: 32,443 shares; 2025Q3: 31,025 shares; 2025Q4: 32,456 shares; 2026Q1: 31,946 shares 31,946 $1.24M 0.01% -510 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 13,824 shares; 2025Q1: 7,626 shares; 2025Q2: 16,380 shares; 2025Q3: 5,374 shares; 2025Q4: 6,203 shares; 2026Q1: 6,292 shares 6,292 $1.24M 0.01% +89 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,986 shares; 2025Q1: 1,807 shares; 2025Q2: 1,836 shares; 2025Q3: 2,437 shares; 2025Q4: 2,883 shares; 2026Q1: 3,513 shares 3,513 $1.24M 0.01% +630 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,936 shares; 2024Q4: 52,721 shares; 2025Q1: 28,570 shares; 2025Q2: 28,232 shares; 2025Q3: 29,063 shares; 2025Q4: 31,150 shares; 2026Q1: 30,739 shares 30,739 $1.24M 0.01% -411 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,552 shares; 2025Q1: 14,455 shares; 2025Q2: 13,441 shares; 2025Q3: 11,955 shares; 2025Q4: 10,734 shares; 2026Q1: 9,793 shares 9,793 $1.23M 0.01% -941 Timeline IHDG 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: 114,079 shares; 2024Q4: 129,270 shares; 2025Q1: 116,742 shares; 2025Q2: 127,288 shares; 2025Q3: 31,981 shares; 2025Q4: 25,672 shares; 2026Q1: 25,530 shares 25,530 $1.23M 0.01% -142 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 29,268 shares; 2025Q1: 26,293 shares; 2025Q2: 23,760 shares; 2025Q3: 23,690 shares; 2025Q4: 21,502 shares; 2026Q1: 13,349 shares 13,349 $1.23M 0.01% -8,153 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,725 shares; 2025Q1: 6,468 shares; 2025Q2: 7,149 shares; 2025Q3: 8,175 shares; 2025Q4: 7,892 shares; 2026Q1: 7,148 shares 7,148 $1.22M 0.01% -744 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,903 shares; 2025Q4: 2,592 shares; 2026Q1: 4,485 shares 4,485 $1.21M 0.01% +1,893 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,265 shares; 2024Q4: 48,753 shares; 2025Q1: 40,763 shares; 2025Q2: 95,326 shares; 2025Q3: 94,268 shares; 2025Q4: 77,792 shares; 2026Q1: 70,635 shares 70,635 $1.21M 0.01% -7,157 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,818 shares; 2024Q4: 70,753 shares; 2025Q1: 66,685 shares; 2025Q2: 68,423 shares; 2025Q3: 71,155 shares; 2025Q4: 64,848 shares; 2026Q1: 63,870 shares 63,870 $1.21M 0.01% -978 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,991 shares; 2024Q4: 28,534 shares; 2025Q1: 30,356 shares; 2025Q2: 25,225 shares; 2025Q3: 30,292 shares; 2025Q4: 24,279 shares; 2026Q1: 24,636 shares 24,636 $1.2M 0.01% +357 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 22,679 shares; 2025Q1: 16,426 shares; 2025Q2: 15,226 shares; 2025Q3: 15,777 shares; 2025Q4: 11,455 shares; 2026Q1: 9,894 shares 9,894 $1.2M 0.01% -1,561 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: 5,297 shares; 2024Q4: 5,431 shares; 2025Q1: 5,415 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares; 2025Q4: 5,303 shares; 2026Q1: 5,229 shares 5,229 $1.2M 0.01% -74 Timeline TRPA 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: 8,476 shares; 2025Q2: 8,596 shares; 2025Q3: 20,642 shares; 2025Q4: 26,826 shares; 2026Q1: 30,901 shares 30,901 $1.2M 0.01% +4,075 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 7,901 shares; 2025Q1: 6,918 shares; 2025Q2: 10,032 shares; 2025Q3: 13,966 shares; 2025Q4: 7,414 shares; 2026Q1: 6,614 shares 6,614 $1.19M 0.01% -800 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,028 shares; 2024Q4: 61,898 shares; 2025Q1: 56,803 shares; 2025Q2: 52,890 shares; 2025Q3: 43,896 shares; 2025Q4: 60,055 shares; 2026Q1: 58,366 shares 58,366 $1.19M 0.01% -1,689 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,159 shares; 2025Q1: 12,239 shares; 2025Q2: 135,570 shares; 2025Q3: 150,025 shares; 2025Q4: 139,690 shares; 2026Q1: 79,665 shares 79,665 $1.19M 0.01% -60,025 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: 36,024 shares; 2024Q4: 18,261 shares; 2025Q1: 14,448 shares; 2025Q2: 14,660 shares; 2025Q3: 14,034 shares; 2025Q4: 14,051 shares; 2026Q1: 12,892 shares 12,892 $1.19M 0.01% -1,159 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,713 shares; 2024Q4: 24,779 shares; 2025Q1: 24,054 shares; 2025Q2: 26,053 shares; 2025Q3: 26,716 shares; 2025Q4: 25,116 shares; 2026Q1: 25,359 shares 25,359 $1.19M 0.01% +243 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,611 shares; 2024Q4: 22,584 shares; 2025Q1: 19,689 shares; 2025Q2: 17,516 shares; 2025Q3: 17,611 shares; 2025Q4: 65,582 shares; 2026Q1: 18,386 shares 18,386 $1.18M 0.01% -47,196 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,751 shares; 2024Q4: 31,651 shares; 2025Q1: 31,451 shares; 2025Q2: 31,451 shares; 2025Q3: 29,551 shares; 2025Q4: 29,551 shares; 2026Q1: 29,551 shares 29,551 $1.18M 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 10,811 shares; 2025Q1: 6,146 shares; 2025Q2: 10,063 shares; 2025Q3: 8,158 shares; 2025Q4: 8,650 shares; 2026Q1: 9,304 shares 9,304 $1.17M 0.01% +654 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,855 shares; 2024Q4: 16,375 shares; 2025Q1: 16,100 shares; 2025Q2: 16,000 shares; 2025Q3: 13,925 shares; 2025Q4: 6,570 shares; 2026Q1: 8,494 shares 8,494 $1.15M 0.01% +1,924 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 14,800 shares; 2026Q1: 23,881 shares 23,881 $1.15M 0.01% +9,081 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 500 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 678 shares; 2025Q4: 1,565 shares; 2026Q1: 1,900 shares 1,900 $1.15M 0.01% +335 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,223 shares; 2024Q4: 48,101 shares; 2025Q1: 48,157 shares; 2025Q2: 38,232 shares; 2025Q3: 43,533 shares; 2025Q4: 44,762 shares; 2026Q1: 44,971 shares 44,971 $1.14M 0.01% +209 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,835 shares; 2025Q1: 2,783 shares; 2025Q2: 7,910 shares; 2025Q3: 8,063 shares; 2025Q4: 8,989 shares; 2026Q1: 12,196 shares 12,196 $1.14M 0.01% +3,207 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,814 shares; 2025Q1: 2,694 shares; 2025Q2: 2,678 shares; 2025Q3: 2,674 shares; 2025Q4: 2,753 shares; 2026Q1: 5,342 shares 5,342 $1.13M 0.01% +2,589 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 14,183 shares; 2025Q1: 13,254 shares; 2025Q2: 10,517 shares; 2025Q3: 14,659 shares; 2025Q4: 14,991 shares; 2026Q1: 14,147 shares 14,147 $1.13M 0.01% -844 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 687 shares; 2025Q1: 677 shares; 2025Q2: 5,471 shares; 2025Q3: 5,486 shares; 2025Q4: 6,040 shares; 2026Q1: 5,898 shares 5,898 $1.13M 0.01% -142 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,794 shares; 2025Q3: 22,294 shares; 2025Q4: 17,380 shares; 2026Q1: 29,658 shares 29,658 $1.12M 0.01% +12,278 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,821 shares; 2025Q1: 4,826 shares; 2025Q2: 5,349 shares; 2025Q3: 5,465 shares; 2025Q4: 5,474 shares; 2026Q1: 5,512 shares 5,512 $1.12M 0.01% +38 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,716 shares; 2024Q4: 6,876 shares; 2025Q1: 6,681 shares; 2025Q2: 6,554 shares; 2025Q3: 7,137 shares; 2025Q4: 7,382 shares; 2026Q1: 7,069 shares 7,069 $1.12M 0.01% -313 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,890 shares; 2024Q4: 7,842 shares; 2025Q1: 6,081 shares; 2025Q2: 5,852 shares; 2025Q3: 7,541 shares; 2025Q4: 4,944 shares; 2026Q1: 5,911 shares 5,911 $1.12M 0.01% +967 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS 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: 50,300 shares; 2026Q1: 100,000 shares 100,000 $1.11M 0.01% +49,700 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,888 shares; 2024Q4: 48,291 shares; 2025Q1: 54,398 shares; 2025Q2: 42,457 shares; 2025Q3: 40,586 shares; 2025Q4: 28,621 shares; 2026Q1: 26,620 shares 26,620 $1.11M 0.01% -2,001 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: 12,707 shares; 2025Q1: 14,858 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,492 shares; 2026Q1: 21,003 shares 21,003 $1.11M 0.01% +16,511 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 10,144 shares; 2025Q1: 8,460 shares; 2025Q2: 8,882 shares; 2025Q3: 8,786 shares; 2025Q4: 8,694 shares; 2026Q1: 9,853 shares 9,853 $1.11M 0.01% +1,159 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,760 shares; 2024Q4: 28,741 shares; 2025Q1: 28,712 shares; 2025Q2: 20,804 shares; 2025Q3: 20,839 shares; 2025Q4: 21,440 shares; 2026Q1: 17,636 shares 17,636 $1.1M 0.01% -3,804 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: 9,434 shares; 2024Q4: 3,628 shares; 2025Q1: not reported; 2025Q2: 3,763 shares; 2025Q3: 5,651 shares; 2025Q4: 25,405 shares; 2026Q1: 18,466 shares 18,466 $1.1M 0.01% -6,939 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,419 shares; 2024Q4: 11,495 shares; 2025Q1: 9,402 shares; 2025Q2: 8,470 shares; 2025Q3: 9,955 shares; 2025Q4: 10,189 shares; 2026Q1: 10,646 shares 10,646 $1.1M 0.01% +457 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,738 shares 12,738 $1.1M 0.01% new 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: not reported; 2024Q4: 19,109 shares; 2025Q1: 24,107 shares; 2025Q2: 14,743 shares; 2025Q3: 51,868 shares; 2025Q4: 48,633 shares; 2026Q1: 49,033 shares 49,033 $1.1M 0.01% +400 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: 18,206 shares; 2024Q4: 18,758 shares; 2025Q1: 19,206 shares; 2025Q2: 17,790 shares; 2025Q3: 18,566 shares; 2025Q4: 19,502 shares; 2026Q1: 19,582 shares 19,582 $1.09M 0.01% +80 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,000 shares; 2024Q4: 270,000 shares; 2025Q1: 346,400 shares; 2025Q2: 350,000 shares; 2025Q3: 500,000 shares; 2025Q4: 500,000 shares; 2026Q1: 500,000 shares 500,000 $1.08M 0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 6,773 shares; 2025Q1: not reported; 2025Q2: 3,285 shares; 2025Q3: 8,912 shares; 2025Q4: 9,931 shares; 2026Q1: 8,990 shares 8,990 $1.08M 0.01% -941 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 30,315 shares; 2025Q1: 23,009 shares; 2025Q2: 22,911 shares; 2025Q3: 21,659 shares; 2025Q4: 26,397 shares; 2026Q1: 23,676 shares 23,676 $1.08M 0.01% -2,721 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: 25,943 shares; 2025Q4: 25,720 shares; 2026Q1: 27,275 shares 27,275 $1.07M 0.01% +1,555 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 12,515 shares; 2025Q1: 12,903 shares; 2025Q2: 12,333 shares; 2025Q3: 11,695 shares; 2025Q4: 11,093 shares; 2026Q1: 11,450 shares 11,450 $1.07M 0.01% +357 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,840 shares; 2025Q3: 9,547 shares; 2025Q4: 9,030 shares; 2026Q1: 10,249 shares 10,249 $1.06M 0.01% +1,219 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,138 shares; 2025Q3: 15,208 shares; 2025Q4: 20,241 shares; 2026Q1: 21,020 shares 21,020 $1.06M 0.01% +779 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares; 2026Q1: 30,890 shares 30,890 $1.06M 0.01% +23,825 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,707 shares; 2025Q1: 2,836 shares; 2025Q2: 2,657 shares; 2025Q3: 6,054 shares; 2025Q4: 6,747 shares; 2026Q1: 7,225 shares 7,225 $1.06M 0.01% +478 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 7,316 shares; 2025Q1: 7,002 shares; 2025Q2: 7,316 shares; 2025Q3: 7,279 shares; 2025Q4: 6,994 shares; 2026Q1: 7,282 shares 7,282 $1.05M 0.01% +288 Timeline SRET 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: 44,394 shares; 2024Q4: 43,494 shares; 2025Q1: 44,246 shares; 2025Q2: 44,233 shares; 2025Q3: 41,508 shares; 2025Q4: 44,407 shares; 2026Q1: 49,704 shares 49,704 $1.05M 0.01% +5,297 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,961 shares 20,961 $1.05M 0.01% new Timeline GEF-B GREIF INC More: the full row for GREIF 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: 12,009 shares; 2025Q4: 12,009 shares; 2026Q1: 12,009 shares 12,009 $1.05M 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q1: 5,326 shares 5,326 $1.05M 0.01% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 10,513 shares; 2025Q1: 7,827 shares; 2025Q2: 8,127 shares; 2025Q3: 8,519 shares; 2025Q4: 8,624 shares; 2026Q1: 8,851 shares 8,851 $1.05M 0.01% +227 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: 45,371 shares; 2024Q4: 24,083 shares; 2025Q1: 17,051 shares; 2025Q2: 15,531 shares; 2025Q3: 68,696 shares; 2025Q4: 62,619 shares; 2026Q1: 15,515 shares 15,515 $1.05M 0.01% -47,104 Timeline RZV 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: 8,835 shares; 2024Q4: 8,378 shares; 2025Q1: 7,782 shares; 2025Q2: 7,908 shares; 2025Q3: 8,310 shares; 2025Q4: 8,492 shares; 2026Q1: 8,425 shares 8,425 $1.05M 0.01% -67 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,342 shares; 2024Q4: 30,879 shares; 2025Q1: 31,394 shares; 2025Q2: 20,734 shares; 2025Q3: 39,341 shares; 2025Q4: 16,027 shares; 2026Q1: 15,690 shares 15,690 $1.04M 0.01% -337 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 10,481 shares; 2025Q2: not reported; 2025Q3: 7,187 shares; 2025Q4: 16,796 shares; 2026Q1: 15,846 shares 15,846 $1.04M 0.01% -950 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,899 shares; 2025Q1: 3,886 shares; 2025Q2: 2,557 shares; 2025Q3: 2,812 shares; 2025Q4: 2,806 shares; 2026Q1: 3,212 shares 3,212 $1.04M 0.01% +406 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,066 shares; 2026Q1: 38,527 shares 38,527 $1.04M 0.01% +1,461 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,016 shares; 2024Q4: 36,511 shares; 2025Q1: 27,415 shares; 2025Q2: 23,298 shares; 2025Q3: 22,989 shares; 2025Q4: 20,003 shares; 2026Q1: 20,548 shares 20,548 $1.03M 0.01% +545 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,495 shares; 2025Q4: 14,230 shares; 2026Q1: 25,313 shares 25,313 $1.03M 0.01% +11,083 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 23,347 shares; 2025Q4: 28,658 shares; 2026Q1: 33,149 shares 33,149 $1.03M 0.01% +4,491 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,279 shares; 2024Q4: 12,453 shares; 2025Q1: 10,269 shares; 2025Q2: 9,797 shares; 2025Q3: 9,895 shares; 2025Q4: 10,840 shares; 2026Q1: 13,662 shares 13,662 $1.03M 0.01% +2,822 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: 20,523 shares; 2024Q4: 21,061 shares; 2025Q1: 22,845 shares; 2025Q2: 22,751 shares; 2025Q3: 22,952 shares; 2025Q4: 23,735 shares; 2026Q1: 23,557 shares 23,557 $1.03M 0.01% -178 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,917 shares; 2026Q1: 11,498 shares 11,498 $1.01M 0.01% +7,581 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: 23,145 shares; 2024Q4: 25,969 shares; 2025Q1: 28,707 shares; 2025Q2: 33,507 shares; 2025Q3: 38,764 shares; 2025Q4: 31,215 shares; 2026Q1: 29,683 shares 29,683 $1.01M 0.01% -1,532 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,337 shares; 2025Q3: 40,285 shares; 2025Q4: 41,958 shares; 2026Q1: 50,286 shares 50,286 $1M 0.01% +8,328 Timeline HMOP 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: 24,183 shares; 2025Q2: 25,707 shares; 2025Q3: 23,719 shares; 2025Q4: 25,542 shares; 2026Q1: 25,864 shares 25,864 $1M 0.01% +322 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,374 shares; 2024Q4: 36,967 shares; 2025Q1: 32,638 shares; 2025Q2: 36,259 shares; 2025Q3: 37,135 shares; 2025Q4: 35,043 shares; 2026Q1: 34,787 shares 34,787 $999K 0.01% -256 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,574 shares; 2025Q1: 2,346 shares; 2025Q2: 2,214 shares; 2025Q3: 7,210 shares; 2025Q4: 7,274 shares; 2026Q1: 7,381 shares 7,381 $998K 0.01% +107 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: 8,787 shares; 2024Q4: 9,828 shares; 2025Q1: 9,679 shares; 2025Q2: 8,787 shares; 2025Q3: 3,946 shares; 2025Q4: 4,266 shares; 2026Q1: 9,331 shares 9,331 $997K 0.01% +5,065 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 3,282 shares; 2025Q1: 4,548 shares; 2025Q2: 4,488 shares; 2025Q3: 3,393 shares; 2025Q4: 3,712 shares; 2026Q1: 4,175 shares 4,175 $995K 0.01% +463 Timeline IBHG 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: 24,317 shares; 2025Q2: 24,690 shares; 2025Q3: 25,980 shares; 2025Q4: 34,424 shares; 2026Q1: 44,931 shares 44,931 $994K 0.01% +10,507 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,400 shares; 2024Q4: 74,019 shares; 2025Q1: 67,228 shares; 2025Q2: 62,875 shares; 2025Q3: 58,491 shares; 2025Q4: 52,359 shares; 2026Q1: 49,296 shares 49,296 $988K 0.01% -3,063 Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO 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: 4,473,285 shares; 2026Q1: 4,473,285 shares 4,473,285 $988K 0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,078 shares; 2025Q2: 16,829 shares; 2025Q3: 20,058 shares; 2025Q4: 21,297 shares; 2026Q1: 25,823 shares 25,823 $988K 0.01% +4,526 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: 18,517 shares; 2024Q4: 21,409 shares; 2025Q1: 28,283 shares; 2025Q2: 31,352 shares; 2025Q3: 30,529 shares; 2025Q4: 34,110 shares; 2026Q1: 44,238 shares 44,238 $988K 0.01% +10,128 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,404 shares; 2024Q4: 13,449 shares; 2025Q1: 14,129 shares; 2025Q2: 20,271 shares; 2025Q3: 19,084 shares; 2025Q4: 17,900 shares; 2026Q1: 24,192 shares 24,192 $980K 0.01% +6,292 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,189 shares; 2024Q4: 14,109 shares; 2025Q1: 15,306 shares; 2025Q2: 14,735 shares; 2025Q3: 17,504 shares; 2025Q4: 17,133 shares; 2026Q1: 17,400 shares 17,400 $978K 0.01% +267 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,781 shares; 2025Q1: 17,949 shares; 2025Q2: 17,962 shares; 2025Q3: 24,895 shares; 2025Q4: 30,987 shares; 2026Q1: 31,512 shares 31,512 $976K 0.01% +525 Timeline NLR 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: 2,834 shares; 2025Q2: not reported; 2025Q3: 3,438 shares; 2025Q4: 4,639 shares; 2026Q1: 7,304 shares 7,304 $973K 0.01% +2,665 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,234 shares; 2026Q1: 40,103 shares 40,103 $967K 0.01% +869 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: 18,254 shares; 2024Q4: 16,254 shares; 2025Q1: 24,717 shares; 2025Q2: 41,944 shares; 2025Q3: 52,928 shares; 2025Q4: 63,982 shares; 2026Q1: 67,517 shares 67,517 $962K 0.01% +3,535 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,037 shares; 2025Q1: 9,094 shares; 2025Q2: 8,836 shares; 2025Q3: 8,865 shares; 2025Q4: 26,725 shares; 2026Q1: 26,618 shares 26,618 $961K 0.01% -107 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,749 shares; 2026Q1: 43,495 shares 43,495 $958K 0.01% +13,746 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,324 shares; 2026Q1: 35,672 shares 35,672 $951K 0.01% +1,348 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,974 shares; 2024Q4: 6,046 shares; 2025Q1: 6,029 shares; 2025Q2: 8,989 shares; 2025Q3: 9,081 shares; 2025Q4: 5,918 shares; 2026Q1: 10,494 shares 10,494 $950K 0.01% +4,576 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 11,453 shares; 2025Q1: 10,506 shares; 2025Q2: 10,477 shares; 2025Q3: 10,399 shares; 2025Q4: 10,069 shares; 2026Q1: 10,376 shares 10,376 $944K 0.01% +307 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: 6,943 shares; 2024Q4: 7,822 shares; 2025Q1: 6,468 shares; 2025Q2: 5,533 shares; 2025Q3: 6,343 shares; 2025Q4: 9,492 shares; 2026Q1: 10,040 shares 10,040 $943K 0.01% +548 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,529 shares; 2025Q1: 2,626 shares; 2025Q2: 2,639 shares; 2025Q3: 2,884 shares; 2025Q4: 2,927 shares; 2026Q1: 2,927 shares 2,927 $942K 0.01% 0 Timeline IBMO 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: 44,239 shares; 2024Q4: 44,283 shares; 2025Q1: 44,313 shares; 2025Q2: 34,352 shares; 2025Q3: 39,588 shares; 2025Q4: 40,767 shares; 2026Q1: 36,706 shares 36,706 $941K 0.01% -4,061 Timeline PZT 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: 12,816 shares; 2024Q4: 27,180 shares; 2025Q1: 37,190 shares; 2025Q2: 17,019 shares; 2025Q3: 24,645 shares; 2025Q4: 31,004 shares; 2026Q1: 42,504 shares 42,504 $938K 0.01% +11,500 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 8,565 shares; 2025Q1: 7,841 shares; 2025Q2: 6,069 shares; 2025Q3: 5,051 shares; 2025Q4: 5,108 shares; 2026Q1: 4,802 shares 4,802 $938K 0.01% -306 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,291 shares; 2025Q2: 2,456 shares; 2025Q3: 1,817 shares; 2025Q4: 2,231 shares; 2026Q1: 6,645 shares 6,645 $932K 0.01% +4,414 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,868 shares; 2024Q4: 63,975 shares; 2025Q1: 308,202 shares; 2025Q2: 50,970 shares; 2025Q3: 59,162 shares; 2025Q4: 60,029 shares; 2026Q1: 37,286 shares 37,286 $931K 0.01% -22,743 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: not reported; 2025Q3: 3,855 shares; 2025Q4: 13,012 shares; 2026Q1: 17,222 shares 17,222 $926K 0.01% +4,210 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: 18,194 shares; 2024Q4: 18,505 shares; 2025Q1: 18,091 shares; 2025Q2: 17,827 shares; 2025Q3: 17,463 shares; 2025Q4: 18,153 shares; 2026Q1: 18,783 shares 18,783 $921K 0.01% +630 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,066 shares; 2024Q4: 35,698 shares; 2025Q1: 31,631 shares; 2025Q2: 31,421 shares; 2025Q3: 27,436 shares; 2025Q4: 28,329 shares; 2026Q1: 32,050 shares 32,050 $920K 0.01% +3,721 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,409 shares; 2024Q4: 3,577 shares; 2025Q1: 2,837 shares; 2025Q2: 2,019 shares; 2025Q3: 2,865 shares; 2025Q4: 2,521 shares; 2026Q1: 3,141 shares 3,141 $920K 0.01% +620 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,938 shares; 2024Q4: 263,931 shares; 2025Q1: 248,793 shares; 2025Q2: 171,716 shares; 2025Q3: 137,373 shares; 2025Q4: 105,103 shares; 2026Q1: 103,460 shares 103,460 $919K 0.01% -1,643 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 16,729 shares; 2025Q4: 28,089 shares; 2026Q1: 32,265 shares 32,265 $917K 0.01% +4,176 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: 11,791 shares; 2025Q3: 25,193 shares; 2025Q4: 32,464 shares; 2026Q1: 34,395 shares 34,395 $914K 0.01% +1,931 Timeline FLRT 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: 6,208 shares; 2024Q4: 6,155 shares; 2025Q1: 12,317 shares; 2025Q2: 16,166 shares; 2025Q3: 16,425 shares; 2025Q4: 15,471 shares; 2026Q1: 19,722 shares 19,722 $913K 0.01% +4,251 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,210 shares; 2025Q2: 6,640 shares; 2025Q3: 9,019 shares; 2025Q4: 10,423 shares; 2026Q1: 17,995 shares 17,995 $913K 0.01% +7,572 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,283 shares; 2025Q1: 5,138 shares; 2025Q2: 9,618 shares; 2025Q3: 9,751 shares; 2025Q4: 10,373 shares; 2026Q1: 10,256 shares 10,256 $907K 0.01% -117 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 910 shares; 2025Q1: 781 shares; 2025Q2: 1,028 shares; 2025Q3: 2,819 shares; 2025Q4: 2,893 shares; 2026Q1: 2,879 shares 2,879 $905K 0.01% -14 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,370 shares; 2025Q1: 2,381 shares; 2025Q2: 2,705 shares; 2025Q3: 3,554 shares; 2025Q4: 3,977 shares; 2026Q1: 4,132 shares 4,132 $904K 0.01% +155 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,939 shares; 2024Q4: 13,681 shares; 2025Q1: 11,959 shares; 2025Q2: 11,364 shares; 2025Q3: 13,870 shares; 2025Q4: 14,193 shares; 2026Q1: 12,633 shares 12,633 $902K 0.01% -1,560 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 5,980 shares; 2025Q1: 6,012 shares; 2025Q2: 6,787 shares; 2025Q3: 6,918 shares; 2025Q4: 7,049 shares; 2026Q1: 5,973 shares 5,973 $901K 0.01% -1,076 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,553 shares; 2024Q4: 32,770 shares; 2025Q1: 32,266 shares; 2025Q2: 32,178 shares; 2025Q3: 31,743 shares; 2025Q4: 31,573 shares; 2026Q1: 29,240 shares 29,240 $900K 0.01% -2,333 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 14,972 shares; 2025Q1: 9,529 shares; 2025Q2: 10,323 shares; 2025Q3: 10,484 shares; 2025Q4: 15,883 shares; 2026Q1: 22,221 shares 22,221 $899K 0.01% +6,338 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: 28,205 shares; 2024Q4: 34,233 shares; 2025Q1: 34,255 shares; 2025Q2: 28,281 shares; 2025Q3: 33,883 shares; 2025Q4: 35,043 shares; 2026Q1: 35,207 shares 35,207 $899K 0.01% +164 Timeline QEFA 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: 9,477 shares; 2024Q4: 10,185 shares; 2025Q1: 9,829 shares; 2025Q2: 10,060 shares; 2025Q3: 9,899 shares; 2025Q4: 10,446 shares; 2026Q1: 9,624 shares 9,624 $898K 0.01% -822 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 6,445 shares; 2025Q1: 6,097 shares; 2025Q2: 5,741 shares; 2025Q3: 12,503 shares; 2025Q4: 14,069 shares; 2026Q1: 11,289 shares 11,289 $897K 0.01% -2,780 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,340 shares; 2024Q4: 7,453 shares; 2025Q1: 6,760 shares; 2025Q2: 6,143 shares; 2025Q3: 7,948 shares; 2025Q4: 8,177 shares; 2026Q1: 8,169 shares 8,169 $897K 0.01% -8 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 6,930 shares; 2025Q1: 6,884 shares; 2025Q2: 6,188 shares; 2025Q3: 6,130 shares; 2025Q4: 5,892 shares; 2026Q1: 8,037 shares 8,037 $896K 0.01% +2,145 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,443 shares; 2024Q4: 67,173 shares; 2025Q1: 55,922 shares; 2025Q2: 58,476 shares; 2025Q3: 62,393 shares; 2025Q4: 59,259 shares; 2026Q1: 49,592 shares 49,592 $894K 0.01% -9,667 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: 17,332 shares; 2024Q4: 39,347 shares; 2025Q1: 39,885 shares; 2025Q2: 44,225 shares; 2025Q3: 25,893 shares; 2025Q4: 78,261 shares; 2026Q1: 99,019 shares 99,019 $890K 0.01% +20,758 Timeline PRFZ 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: 15,395 shares; 2024Q4: 15,016 shares; 2025Q1: 17,900 shares; 2025Q2: 17,507 shares; 2025Q3: 17,316 shares; 2025Q4: 19,947 shares; 2026Q1: 19,380 shares 19,380 $889K 0.01% -567 Timeline IUSB 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: 92,957 shares; 2024Q4: 103,796 shares; 2025Q1: 45,906 shares; 2025Q2: 38,553 shares; 2025Q3: 27,214 shares; 2025Q4: 15,311 shares; 2026Q1: 19,202 shares 19,202 $887K 0.01% +3,891 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,486 shares; 2025Q4: 2,129 shares; 2026Q1: 2,277 shares 2,277 $884K 0.01% +148 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 5,951 shares; 2025Q1: 6,025 shares; 2025Q2: 5,994 shares; 2025Q3: 5,999 shares; 2025Q4: 5,995 shares; 2026Q1: 16,295 shares 16,295 $883K 0.01% +10,300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,868 shares; 2024Q4: 40,620 shares; 2025Q1: 24,312 shares; 2025Q2: 23,132 shares; 2025Q3: 26,115 shares; 2025Q4: 25,012 shares; 2026Q1: 21,487 shares 21,487 $882K 0.01% -3,525 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 6,581 shares; 2025Q1: 6,274 shares; 2025Q2: 4,179 shares; 2025Q3: 3,996 shares; 2025Q4: 3,997 shares; 2026Q1: 3,912 shares 3,912 $882K 0.01% -85 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,561 shares; 2024Q4: 19,685 shares; 2025Q1: 18,654 shares; 2025Q2: 16,616 shares; 2025Q3: 17,009 shares; 2025Q4: 16,646 shares; 2026Q1: 15,549 shares 15,549 $876K 0.01% -1,097 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 6,639 shares; 2025Q1: 6,641 shares; 2025Q2: 6,182 shares; 2025Q3: 6,183 shares; 2025Q4: 6,651 shares; 2026Q1: 6,652 shares 6,652 $873K 0.01% +1 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,832 shares; 2024Q4: 16,806 shares; 2025Q1: 14,439 shares; 2025Q2: 24,804 shares; 2025Q3: 21,823 shares; 2025Q4: 66,227 shares; 2026Q1: 67,527 shares 67,527 $868K 0.01% +1,300 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 7,344 shares; 2025Q1: 5,652 shares; 2025Q2: 5,479 shares; 2025Q3: 6,146 shares; 2025Q4: 11,143 shares; 2026Q1: 9,436 shares 9,436 $864K 0.01% -1,707 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 14,487 shares; 2025Q3: 13,367 shares; 2025Q4: 13,158 shares; 2026Q1: 14,860 shares 14,860 $858K 0.01% +1,702 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: 9,243 shares; 2024Q4: 9,087 shares; 2025Q1: 9,151 shares; 2025Q2: 8,039 shares; 2025Q3: 8,039 shares; 2025Q4: 9,209 shares; 2026Q1: 11,457 shares 11,457 $856K 0.01% +2,248 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 17,488 shares; 2025Q4: 18,173 shares; 2026Q1: 33,595 shares 33,595 $853K 0.01% +15,422 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 6,999 shares; 2025Q1: 7,023 shares; 2025Q2: 6,684 shares; 2025Q3: 6,263 shares; 2025Q4: 6,343 shares; 2026Q1: 8,493 shares 8,493 $851K 0.01% +2,150 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 8,425 shares; 2025Q1: 7,037 shares; 2025Q2: 15,791 shares; 2025Q3: 17,594 shares; 2025Q4: 16,716 shares; 2026Q1: 15,756 shares 15,756 $850K 0.01% -960 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: 14,460 shares; 2024Q4: 13,562 shares; 2025Q1: 13,562 shares; 2025Q2: 11,464 shares; 2025Q3: 11,629 shares; 2025Q4: 11,740 shares; 2026Q1: 11,239 shares 11,239 $848K 0.01% -501 Timeline IDV 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: 13,252 shares; 2024Q4: 14,191 shares; 2025Q1: 6,825 shares; 2025Q2: 7,079 shares; 2025Q3: 123,788 shares; 2025Q4: 116,484 shares; 2026Q1: 19,873 shares 19,873 $846K 0.01% -96,611 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,276 shares; 2024Q4: 11,276 shares; 2025Q1: 10,591 shares; 2025Q2: 10,741 shares; 2025Q3: 10,741 shares; 2025Q4: 9,680 shares; 2026Q1: 9,789 shares 9,789 $845K 0.01% +109 Timeline JSMD 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: 3,991 shares; 2024Q4: 3,347 shares; 2025Q1: 5,427 shares; 2025Q2: 7,801 shares; 2025Q3: 9,076 shares; 2025Q4: 10,093 shares; 2026Q1: 10,632 shares 10,632 $844K 0.01% +539 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES 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: 8,647 shares 8,647 $842K 0.01% new 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: 5,995 shares; 2024Q4: 5,660 shares; 2025Q1: 7,708 shares; 2025Q2: 8,085 shares; 2025Q3: 11,585 shares; 2025Q4: 17,530 shares; 2026Q1: 18,234 shares 18,234 $842K 0.01% +704 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,792 shares; 2024Q4: 10,662 shares; 2025Q1: 10,027 shares; 2025Q2: 9,981 shares; 2025Q3: 10,262 shares; 2025Q4: 10,339 shares; 2026Q1: 10,381 shares 10,381 $840K 0.01% +42 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,559 shares; 2024Q4: 10,334 shares; 2025Q1: 9,639 shares; 2025Q2: 8,944 shares; 2025Q3: 9,034 shares; 2025Q4: 9,050 shares; 2026Q1: 6,312 shares 6,312 $836K 0.01% -2,738 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 2,415 shares; 2025Q1: 2,968 shares; 2025Q2: 1,988 shares; 2025Q3: 1,964 shares; 2025Q4: 2,104 shares; 2026Q1: 2,121 shares 2,121 $836K 0.01% +17 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 10,090 shares; 2025Q1: 10,891 shares; 2025Q2: 3,249 shares; 2025Q3: 7,562 shares; 2025Q4: 7,500 shares; 2026Q1: 6,994 shares 6,994 $836K 0.01% -506 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 9,106 shares; 2025Q4: 10,582 shares; 2026Q1: 9,721 shares 9,721 $822K 0.01% -861 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,070 shares; 2024Q4: 124,667 shares; 2025Q1: 114,056 shares; 2025Q2: 159,835 shares; 2025Q3: 158,765 shares; 2025Q4: 101,678 shares; 2026Q1: 119,350 shares 119,350 $822K 0.01% +17,672 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: 4,747 shares; 2024Q4: 4,615 shares; 2025Q1: 5,037 shares; 2025Q2: 8,732 shares; 2025Q3: 8,617 shares; 2025Q4: 8,445 shares; 2026Q1: 8,756 shares 8,756 $821K 0.01% +311 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES 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: 22,743 shares; 2025Q4: 22,931 shares; 2026Q1: 21,659 shares 21,659 $817K 0.01% -1,272 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 9,121 shares; 2025Q1: 7,958 shares; 2025Q2: 7,687 shares; 2025Q3: 7,718 shares; 2025Q4: 7,544 shares; 2026Q1: 7,170 shares 7,170 $815K 0.01% -374 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,564 shares; 2025Q1: 4,135 shares; 2025Q2: 3,942 shares; 2025Q3: 4,801 shares; 2025Q4: 4,945 shares; 2026Q1: 6,259 shares 6,259 $814K 0.01% +1,314 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,969 shares; 2024Q4: 34,144 shares; 2025Q1: 18,862 shares; 2025Q2: 37,991 shares; 2025Q3: 24,406 shares; 2025Q4: 76,245 shares; 2026Q1: 80,639 shares 80,639 $809K 0.01% +4,394 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,570 shares; 2025Q4: 7,960 shares; 2026Q1: 7,526 shares 7,526 $808K 0.01% -434 Timeline NBET 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,575 shares; 2026Q1: 19,613 shares 19,613 $806K 0.01% +1,038 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 7,344 shares; 2025Q1: 6,864 shares; 2025Q2: 6,550 shares; 2025Q3: 6,827 shares; 2025Q4: 6,839 shares; 2026Q1: 7,200 shares 7,200 $806K 0.01% +361 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,520 shares; 2025Q1: 8,146 shares; 2025Q2: 8,505 shares; 2025Q3: 9,584 shares; 2025Q4: 8,372 shares; 2026Q1: 8,208 shares 8,208 $802K 0.01% -164 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,092 shares; 2025Q1: 1,538 shares; 2025Q2: 4,161 shares; 2025Q3: 4,021 shares; 2025Q4: 4,161 shares; 2026Q1: 4,041 shares 4,041 $801K 0.01% -120 Timeline DWMF 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: 10,589 shares; 2024Q4: 20,761 shares; 2025Q1: 24,997 shares; 2025Q2: 24,491 shares; 2025Q3: 23,997 shares; 2025Q4: 24,660 shares; 2026Q1: 23,748 shares 23,748 $800K 0.01% -912 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 3,510 shares; 2025Q1: 2,522 shares; 2025Q2: 2,504 shares; 2025Q3: 6,409 shares; 2025Q4: 10,628 shares; 2026Q1: 9,801 shares 9,801 $797K 0.01% -827 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,835 shares; 2025Q1: 31,895 shares; 2025Q2: not reported; 2025Q3: 17,394 shares; 2025Q4: 19,525 shares; 2026Q1: 32,805 shares 32,805 $797K 0.01% +13,280 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,733 shares; 2024Q4: 23,251 shares; 2025Q1: 23,421 shares; 2025Q2: 19,124 shares; 2025Q3: 27,017 shares; 2025Q4: 30,348 shares; 2026Q1: 29,849 shares 29,849 $796K 0.01% -499 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,427 shares; 2026Q1: 9,907 shares 9,907 $792K 0.01% +1,480 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: 62,304 shares; 2024Q4: 57,721 shares; 2025Q1: 29,737 shares; 2025Q2: 19,326 shares; 2025Q3: 17,450 shares; 2025Q4: 17,461 shares; 2026Q1: 16,819 shares 16,819 $791K 0.01% -642 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,598 shares; 2025Q4: 5,726 shares; 2026Q1: 8,759 shares 8,759 $789K 0.01% +3,033 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 8,035 shares; 2025Q1: 5,423 shares; 2025Q2: 6,004 shares; 2025Q3: 6,350 shares; 2025Q4: 10,411 shares; 2026Q1: 10,205 shares 10,205 $788K 0.01% -206 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 12,689 shares; 2025Q1: 12,611 shares; 2025Q2: 12,705 shares; 2025Q3: 12,439 shares; 2025Q4: 12,273 shares; 2026Q1: 12,317 shares 12,317 $788K 0.01% +44 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,005 shares; 2025Q2: 10,708 shares; 2025Q3: 12,453 shares; 2025Q4: 13,000 shares; 2026Q1: 18,646 shares 18,646 $787K 0.01% +5,646 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,792 shares; 2025Q1: 1,763 shares; 2025Q2: 2,015 shares; 2025Q3: 2,013 shares; 2025Q4: 3,037 shares; 2026Q1: 3,079 shares 3,079 $784K 0.01% +42 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: not reported; 2024Q4: 12,665 shares; 2025Q1: 11,613 shares; 2025Q2: 9,038 shares; 2025Q3: 11,981 shares; 2025Q4: 12,462 shares; 2026Q1: 11,493 shares 11,493 $782K 0.01% -969 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,676 shares; 2025Q4: 13,401 shares; 2026Q1: 20,828 shares 20,828 $781K 0.01% +7,427 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: 98,730 shares; 2024Q4: 90,021 shares; 2025Q1: 83,666 shares; 2025Q2: 73,834 shares; 2025Q3: 70,146 shares; 2025Q4: 69,401 shares; 2026Q1: 71,449 shares 71,449 $777K 0.01% +2,048 Timeline SHV 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: 11,751 shares; 2024Q4: 13,355 shares; 2025Q1: 4,872 shares; 2025Q2: 6,022 shares; 2025Q3: 5,565 shares; 2025Q4: 6,342 shares; 2026Q1: 7,029 shares 7,029 $776K 0.01% +687 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,191 shares; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,359 shares; 2025Q4: 2,447 shares; 2026Q1: 2,375 shares 2,375 $775K 0.01% -72 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,680 shares; 2025Q4: 25,475 shares; 2026Q1: 29,475 shares 29,475 $775K 0.01% +4,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,929 shares 18,929 $772K 0.01% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,778 shares; 2025Q4: 8,175 shares; 2026Q1: 14,426 shares 14,426 $771K 0.01% +6,251 Timeline OM OUTSET MED INC More: the full row for OUTSET MED 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: 200,546 shares 200,546 $770K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,680 shares; 2024Q4: 18,050 shares; 2025Q1: 16,428 shares; 2025Q2: 18,362 shares; 2025Q3: 18,912 shares; 2025Q4: 18,079 shares; 2026Q1: 14,979 shares 14,979 $770K 0.01% -3,100 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: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,578 shares; 2025Q2: 1,577 shares; 2025Q3: 1,573 shares; 2025Q4: 1,563 shares; 2026Q1: 1,565 shares 1,565 $768K 0.01% +2 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: 56,165 shares; 2024Q4: 56,821 shares; 2025Q1: 58,927 shares; 2025Q2: 55,940 shares; 2025Q3: 31,052 shares; 2025Q4: 38,509 shares; 2026Q1: 40,330 shares 40,330 $766K 0.01% +1,821 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,140 shares; 2025Q4: 13,259 shares; 2026Q1: 13,082 shares 13,082 $765K 0.01% -177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,043 shares; 2026Q1: 17,973 shares 17,973 $763K 0.01% +930 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,943 shares; 2026Q1: 10,017 shares 10,017 $762K 0.01% +1,074 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,943 shares; 2024Q4: 80,943 shares; 2025Q1: 80,397 shares; 2025Q2: 80,397 shares; 2025Q3: 80,346 shares; 2025Q4: 80,346 shares; 2026Q1: 80,346 shares 80,346 $761K 0.01% 0 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: 9,822 shares; 2024Q4: 9,573 shares; 2025Q1: 8,893 shares; 2025Q2: 8,651 shares; 2025Q3: 8,415 shares; 2025Q4: 8,730 shares; 2026Q1: 8,377 shares 8,377 $757K 0.01% -353 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,193 shares; 2025Q1: 4,125 shares; 2025Q2: 4,725 shares; 2025Q3: 6,408 shares; 2025Q4: 6,657 shares; 2026Q1: 7,986 shares 7,986 $757K 0.01% +1,329 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,856 shares; 2024Q4: 41,144 shares; 2025Q1: 31,571 shares; 2025Q2: 31,938 shares; 2025Q3: 31,866 shares; 2025Q4: 30,526 shares; 2026Q1: 12,541 shares 12,541 $756K 0.01% -17,985 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,668 shares; 2024Q4: 231,573 shares; 2025Q1: 12,920 shares; 2025Q2: 12,125 shares; 2025Q3: 11,787 shares; 2025Q4: 12,138 shares; 2026Q1: 7,017 shares 7,017 $755K 0.01% -5,121 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,160 shares; 2025Q4: 16,702 shares; 2026Q1: 20,995 shares 20,995 $755K 0.01% +4,293 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,558 shares; 2024Q4: 56,156 shares; 2025Q1: 33,497 shares; 2025Q2: 6,159 shares; 2025Q3: 5,267 shares; 2025Q4: 4,586 shares; 2026Q1: 3,477 shares 3,477 $754K 0.01% -1,109 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 13,175 shares; 2025Q1: 11,280 shares; 2025Q2: 10,812 shares; 2025Q3: 10,613 shares; 2025Q4: 10,592 shares; 2026Q1: 10,646 shares 10,646 $753K 0.01% +54 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,351 shares; 2024Q4: 36,956 shares; 2025Q1: 37,054 shares; 2025Q2: 361,406 shares; 2025Q3: 35,367 shares; 2025Q4: 30,647 shares; 2026Q1: 26,165 shares 26,165 $750K 0.01% -4,482 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 14,302 shares; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,320 shares; 2026Q1: 4,167 shares 4,167 $748K 0.01% -153 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,758 shares; 2024Q4: 201,148 shares; 2025Q1: 178,615 shares; 2025Q2: 184,547 shares; 2025Q3: 109,950 shares; 2025Q4: 102,699 shares; 2026Q1: 73,454 shares 73,454 $748K 0.01% -29,245 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,890 shares; 2025Q2: 12,090 shares; 2025Q3: 11,550 shares; 2025Q4: 12,350 shares; 2026Q1: 22,230 shares 22,230 $746K 0.01% +9,880 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,243 shares; 2024Q4: 28,243 shares; 2025Q1: 28,068 shares; 2025Q2: 27,811 shares; 2025Q3: 28,753 shares; 2025Q4: 29,198 shares; 2026Q1: 71,964 shares 71,964 $741K 0.01% +42,766 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,429 shares; 2026Q1: 78,941 shares 78,941 $740K 0.01% +16,512 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,248 shares; 2025Q1: 1,552 shares; 2025Q2: 1,840 shares; 2025Q3: 2,165 shares; 2025Q4: 1,116 shares; 2026Q1: 1,523 shares 1,523 $739K 0.01% +407 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,403 shares; 2024Q4: 31,386 shares; 2025Q1: 31,251 shares; 2025Q2: 25,322 shares; 2025Q3: 21,440 shares; 2025Q4: 19,679 shares; 2026Q1: 19,440 shares 19,440 $735K 0.01% -239 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,860 shares; 2025Q1: 23,252 shares; 2025Q2: 23,252 shares; 2025Q3: 22,472 shares; 2025Q4: 23,528 shares; 2026Q1: 26,102 shares 26,102 $727K 0.01% +2,574 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 23,590 shares; 2025Q1: 6,679 shares; 2025Q2: 19,690 shares; 2025Q3: 22,272 shares; 2025Q4: 21,181 shares; 2026Q1: 11,485 shares 11,485 $721K 0.01% -9,696 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,364 shares; 2024Q4: 57,348 shares; 2025Q1: 50,291 shares; 2025Q2: 46,202 shares; 2025Q3: 48,970 shares; 2025Q4: 48,320 shares; 2026Q1: 45,945 shares 45,945 $720K 0.01% -2,375 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,013 shares; 2025Q1: 6,443 shares; 2025Q2: 6,135 shares; 2025Q3: 6,598 shares; 2025Q4: 15,591 shares; 2026Q1: 14,372 shares 14,372 $718K 0.01% -1,219 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 7,438 shares; 2025Q1: 6,733 shares; 2025Q2: 6,131 shares; 2025Q3: 25,014 shares; 2025Q4: 20,794 shares; 2026Q1: 5,953 shares 5,953 $718K 0.01% -14,841 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,691 shares; 2025Q1: 1,488 shares; 2025Q2: 1,467 shares; 2025Q3: 3,878 shares; 2025Q4: 3,654 shares; 2026Q1: 3,672 shares 3,672 $718K 0.01% +18 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: 13,941 shares; 2024Q4: 14,129 shares; 2025Q1: 14,725 shares; 2025Q2: 15,986 shares; 2025Q3: 21,171 shares; 2025Q4: 25,214 shares; 2026Q1: 22,326 shares 22,326 $713K 0.01% -2,888 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,118 shares; 2024Q4: 16,007 shares; 2025Q1: 14,503 shares; 2025Q2: 12,781 shares; 2025Q3: 19,991 shares; 2025Q4: 22,392 shares; 2026Q1: 12,884 shares 12,884 $711K 0.01% -9,508 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 19,614 shares; 2025Q1: 25,019 shares; 2025Q2: 21,269 shares; 2025Q3: 20,812 shares; 2025Q4: 15,577 shares; 2026Q1: 13,476 shares 13,476 $711K 0.01% -2,101 Timeline JHMD 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: 15,551 shares; 2024Q4: 16,749 shares; 2025Q1: 16,749 shares; 2025Q2: 16,749 shares; 2025Q3: 16,749 shares; 2025Q4: 16,749 shares; 2026Q1: 16,749 shares 16,749 $710K 0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,225 shares; 2024Q4: 12,723 shares; 2025Q1: not reported; 2025Q2: 12,714 shares; 2025Q3: not reported; 2025Q4: 10,464 shares; 2026Q1: 65,869 shares 65,869 $707K 0.01% +55,405 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 12,569 shares; 2025Q1: 11,129 shares; 2025Q2: 10,798 shares; 2025Q3: 4,998 shares; 2025Q4: 4,613 shares; 2026Q1: 4,169 shares 4,169 $707K 0.01% -444 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: 5,890 shares; 2024Q4: 6,851 shares; 2025Q1: 5,403 shares; 2025Q2: 5,314 shares; 2025Q3: 5,332 shares; 2025Q4: 5,424 shares; 2026Q1: 5,173 shares 5,173 $701K 0.01% -251 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,364 shares; 2025Q1: not reported; 2025Q2: 8,006 shares; 2025Q3: 8,563 shares; 2025Q4: 8,651 shares; 2026Q1: 9,170 shares 9,170 $700K 0.01% +519 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,004 shares 18,004 $697K 0.01% new Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,572 shares; 2025Q3: 7,597 shares; 2025Q4: 14,828 shares; 2026Q1: 20,900 shares 20,900 $696K 0.01% +6,072 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 6,311 shares; 2025Q1: 7,256 shares; 2025Q2: 8,929 shares; 2025Q3: 8,333 shares; 2025Q4: 6,808 shares; 2026Q1: 6,237 shares 6,237 $693K 0.01% -571 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,133 shares; 2024Q4: 17,067 shares; 2025Q1: 17,072 shares; 2025Q2: 16,869 shares; 2025Q3: 22,857 shares; 2025Q4: 24,360 shares; 2026Q1: 20,287 shares 20,287 $689K 0.01% -4,073 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: 11,290 shares; 2025Q1: 10,550 shares; 2025Q2: 10,396 shares; 2025Q3: 10,930 shares; 2025Q4: 13,336 shares; 2026Q1: 13,827 shares 13,827 $689K 0.01% +491 Timeline IGRO 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: 127,815 shares; 2025Q2: 133,193 shares; 2025Q3: 138,280 shares; 2025Q4: 138,311 shares; 2026Q1: 8,207 shares 8,207 $688K 0.01% -130,104 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,829 shares; 2024Q4: 7,768 shares; 2025Q1: 4,172 shares; 2025Q2: 4,211 shares; 2025Q3: 3,705 shares; 2025Q4: 4,890 shares; 2026Q1: 5,372 shares 5,372 $686K 0.01% +482 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,910 shares; 2024Q4: 116,424 shares; 2025Q1: 106,408 shares; 2025Q2: 105,651 shares; 2025Q3: 20,078 shares; 2025Q4: 18,686 shares; 2026Q1: 16,821 shares 16,821 $682K 0.01% -1,865 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,698 shares; 2026Q1: 14,513 shares 14,513 $682K 0.01% +815 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: 5,090 shares; 2024Q4: 8,118 shares; 2025Q1: 9,172 shares; 2025Q2: 9,660 shares; 2025Q3: 9,919 shares; 2025Q4: 11,198 shares; 2026Q1: 12,433 shares 12,433 $682K 0.01% +1,235 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL 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: 6,489 shares; 2025Q4: 9,349 shares; 2026Q1: 10,955 shares 10,955 $678K 0.01% +1,606 Timeline CHIQ 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: 43,183 shares; 2024Q4: 40,896 shares; 2025Q1: 40,402 shares; 2025Q2: 40,402 shares; 2025Q3: 35,755 shares; 2025Q4: 34,105 shares; 2026Q1: 34,066 shares 34,066 $677K 0.01% -39 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,947 shares; 2025Q4: 9,557 shares; 2026Q1: 9,580 shares 9,580 $675K 0.01% +23 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,040 shares 47,040 $674K 0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,620 shares; 2025Q4: 22,578 shares; 2026Q1: 22,065 shares 22,065 $673K 0.01% -513 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 10,922 shares; 2025Q1: 9,824 shares; 2025Q2: 9,384 shares; 2025Q3: 9,474 shares; 2025Q4: 9,247 shares; 2026Q1: 9,255 shares 9,255 $673K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,321 shares; 2025Q4: 1,509 shares; 2026Q1: 2,393 shares 2,393 $673K 0.01% +884 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 134,536 shares; 2025Q4: 220,142 shares; 2026Q1: 219,952 shares 219,952 $671K 0.01% -190 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,781 shares; 2025Q3: 41,907 shares; 2025Q4: 42,632 shares; 2026Q1: 32,562 shares 32,562 $666K 0.01% -10,070 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 5,376 shares; 2025Q1: 4,420 shares; 2025Q2: 4,790 shares; 2025Q3: 4,750 shares; 2025Q4: 4,830 shares; 2026Q1: 5,480 shares 5,480 $662K 0.01% +650 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: not reported; 2024Q4: 3,027 shares; 2025Q1: 2,996 shares; 2025Q2: 3,218 shares; 2025Q3: 5,027 shares; 2025Q4: 6,087 shares; 2026Q1: 6,273 shares 6,273 $659K 0.01% +186 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,907 shares; 2025Q1: 3,133 shares; 2025Q2: 4,193 shares; 2025Q3: 4,274 shares; 2025Q4: 6,482 shares; 2026Q1: 6,776 shares 6,776 $657K 0.01% +294 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 5,132 shares; 2025Q1: 6,468 shares; 2025Q2: 3,894 shares; 2025Q3: 5,498 shares; 2025Q4: 9,825 shares; 2026Q1: 7,563 shares 7,563 $655K 0.01% -2,262 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,293 shares; 2025Q1: 2,192 shares; 2025Q2: 2,083 shares; 2025Q3: 1,934 shares; 2025Q4: 2,045 shares; 2026Q1: 2,086 shares 2,086 $651K 0.01% +41 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: 8,685 shares; 2024Q4: 9,860 shares; 2025Q1: 11,668 shares; 2025Q2: 13,111 shares; 2025Q3: 19,803 shares; 2025Q4: 20,906 shares; 2026Q1: 22,611 shares 22,611 $650K 0.01% +1,705 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,824 shares 15,824 $650K 0.01% new Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,800 shares; 2026Q1: 24,133 shares 24,133 $649K 0.01% +15,333 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,060 shares; 2026Q1: 6,895 shares 6,895 $649K 0.01% +2,835 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 23,131 shares; 2025Q1: 24,351 shares; 2025Q2: 24,922 shares; 2025Q3: 25,306 shares; 2025Q4: 26,924 shares; 2026Q1: 25,655 shares 25,655 $644K 0.01% -1,269 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,768 shares 16,768 $644K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 21,195 shares; 2025Q1: 16,969 shares; 2025Q2: 20,069 shares; 2025Q3: 22,361 shares; 2025Q4: 26,973 shares; 2026Q1: 24,795 shares 24,795 $642K 0.01% -2,178 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,582 shares; 2025Q4: 14,740 shares; 2026Q1: 14,615 shares 14,615 $639K 0.01% -125 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,071 shares; 2025Q3: 9,029 shares; 2025Q4: 10,626 shares; 2026Q1: 12,782 shares 12,782 $639K 0.01% +2,156 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,305 shares; 2024Q4: 21,648 shares; 2025Q1: 18,162 shares; 2025Q2: 8,398 shares; 2025Q3: 12,023 shares; 2025Q4: 12,263 shares; 2026Q1: 8,023 shares 8,023 $638K 0.01% -4,240 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 11,184 shares; 2025Q1: 8,571 shares; 2025Q2: 3,985 shares; 2025Q3: 13,098 shares; 2025Q4: 11,568 shares; 2026Q1: 6,887 shares 6,887 $637K 0.01% -4,681 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: 14,623 shares; 2024Q4: 14,462 shares; 2025Q1: 14,469 shares; 2025Q2: 15,233 shares; 2025Q3: 14,083 shares; 2025Q4: 14,099 shares; 2026Q1: 14,099 shares 14,099 $635K 0.01% 0 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,905 shares; 2024Q4: 14,236 shares; 2025Q1: 13,506 shares; 2025Q2: 13,429 shares; 2025Q3: 13,780 shares; 2025Q4: 14,300 shares; 2026Q1: 14,296 shares 14,296 $632K 0.01% -4 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: 11,980 shares; 2025Q1: 11,554 shares; 2025Q2: 12,294 shares; 2025Q3: 12,423 shares; 2025Q4: 17,144 shares; 2026Q1: 18,569 shares 18,569 $629K 0.01% +1,425 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,247 shares; 2025Q1: 2,083 shares; 2025Q2: 2,120 shares; 2025Q3: 2,096 shares; 2025Q4: 2,070 shares; 2026Q1: 2,085 shares 2,085 $627K 0.01% +15 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,200 shares 6,200 $627K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,057 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,422 shares; 2025Q4: 11,535 shares; 2026Q1: 12,958 shares 12,958 $624K 0.01% +1,423 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 9,746 shares; 2025Q1: 6,155 shares; 2025Q2: 6,367 shares; 2025Q3: 5,278 shares; 2025Q4: 5,733 shares; 2026Q1: 5,653 shares 5,653 $624K 0.01% -80 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,776 shares; 2024Q4: 15,343 shares; 2025Q1: 15,269 shares; 2025Q2: 14,515 shares; 2025Q3: 14,673 shares; 2025Q4: 11,365 shares; 2026Q1: 13,726 shares 13,726 $623K 0.01% +2,361 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: 1,507 shares; 2024Q4: 1,948 shares; 2025Q1: 1,818 shares; 2025Q2: 1,848 shares; 2025Q3: 2,252 shares; 2025Q4: 2,160 shares; 2026Q1: 2,057 shares 2,057 $621K 0.01% -103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,476 shares 17,476 $621K 0.01% new 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: 5,979 shares; 2024Q4: 6,181 shares; 2025Q1: 4,736 shares; 2025Q2: 2,529 shares; 2025Q3: 2,472 shares; 2025Q4: 2,324 shares; 2026Q1: 2,188 shares 2,188 $618K 0.01% -136 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: 26,326 shares; 2024Q4: 27,582 shares; 2025Q1: 17,236 shares; 2025Q2: 6,734 shares; 2025Q3: 7,977 shares; 2025Q4: 9,962 shares; 2026Q1: 9,955 shares 9,955 $614K 0.01% -7 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,067 shares; 2026Q1: 25,213 shares 25,213 $612K 0.01% +11,146 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,750 shares; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares; 2026Q1: 13,550 shares 13,550 $612K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,964 shares; 2024Q4: 8,972 shares; 2025Q1: 9,640 shares; 2025Q2: 9,559 shares; 2025Q3: 9,357 shares; 2025Q4: 9,184 shares; 2026Q1: 9,407 shares 9,407 $611K 0.01% +223 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: not reported; 2025Q2: not reported; 2025Q3: 5,633 shares; 2025Q4: 11,137 shares; 2026Q1: 11,829 shares 11,829 $610K 0.01% +692 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,145 shares; 2026Q1: 17,965 shares 17,965 $608K 0.01% +6,820 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,307 shares; 2024Q4: 156,011 shares; 2025Q1: 96,620 shares; 2025Q2: 110,735 shares; 2025Q3: 113,218 shares; 2025Q4: 117,029 shares; 2026Q1: 107,486 shares 107,486 $602K 0.01% -9,543 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,737 shares; 2024Q4: 40,360 shares; 2025Q1: 39,005 shares; 2025Q2: 38,542 shares; 2025Q3: 14,704 shares; 2025Q4: 11,889 shares; 2026Q1: 11,889 shares 11,889 $600K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,096 shares; 2024Q4: 7,392 shares; 2025Q1: 7,243 shares; 2025Q2: 4,415 shares; 2025Q3: 4,276 shares; 2025Q4: 4,128 shares; 2026Q1: 4,104 shares 4,104 $598K 0.01% -24 Timeline CANC TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,291 shares 16,291 $598K 0.01% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,379 shares; 2025Q3: 14,500 shares; 2025Q4: 15,930 shares; 2026Q1: 22,013 shares 22,013 $598K 0.01% +6,083 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 5,863 shares; 2025Q1: 5,558 shares; 2025Q2: 5,920 shares; 2025Q3: 6,670 shares; 2025Q4: 6,860 shares; 2026Q1: 9,365 shares 9,365 $597K 0.01% +2,505 Timeline FNK 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: 23,506 shares; 2024Q4: 22,505 shares; 2025Q1: 20,999 shares; 2025Q2: 20,105 shares; 2025Q3: 18,686 shares; 2025Q4: 17,129 shares; 2026Q1: 10,455 shares 10,455 $597K 0.01% -6,674 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,281 shares; 2025Q3: 62,451 shares; 2025Q4: 23,446 shares; 2026Q1: 37,707 shares 37,707 $594K 0.01% +14,261 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,209 shares; 2024Q4: 86,646 shares; 2025Q1: 52,719 shares; 2025Q2: 66,563 shares; 2025Q3: 63,566 shares; 2025Q4: 60,846 shares; 2026Q1: 54,496 shares 54,496 $593K 0.01% -6,350 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 5,291 shares; 2026Q1: 5,359 shares 5,359 $592K 0.01% +68 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: 35,632 shares; 2024Q4: 68,756 shares; 2025Q1: 51,443 shares; 2025Q2: not reported; 2025Q3: 28,650 shares; 2025Q4: 25,881 shares; 2026Q1: 25,367 shares 25,367 $592K 0.01% -514 Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,186 shares; 2024Q4: 111,188 shares; 2025Q1: 108,717 shares; 2025Q2: 38,513 shares; 2025Q3: 40,157 shares; 2025Q4: 40,852 shares; 2026Q1: 45,754 shares 45,754 $591K 0.01% +4,902 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,641 shares; 2024Q4: 113,500 shares; 2025Q1: 18,067 shares; 2025Q2: 61,212 shares; 2025Q3: 50,096 shares; 2025Q4: 45,700 shares; 2026Q1: 68,499 shares 68,499 $590K 0.01% +22,799 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,216 shares; 2025Q1: 32,044 shares; 2025Q2: not reported; 2025Q3: 20,210 shares; 2025Q4: 18,207 shares; 2026Q1: 14,140 shares 14,140 $588K 0.01% -4,067 Timeline